2015-08-13T15:12:13-05:00 2014-12-31 263839190 BURR PILGER MAYER INC 2001 NORTH MAIN STREET SUITE 360 WALNUT CREEK CA 94596 990 2014-01-01 411235482 AMERICAN OPHTHALMOLOGICAL SOCIETY AMER 4155618568 655 BEACH STREET SAN FRANCISCO CA 941091336 RICHARD P MILLS MD MPH PRESIDENT 4155618568 2015-08-05 1 MICHAEL STEPHEN SCHAFFER P00210063 9252961040 2015-08-05 2014 2016-03-07 17:11:31Z RICHARD P MILLS MD MPH 655 BEACH STREET SAN FRANCISCO CA 941091336 285511 0 X WWW.AOSONLINE.ORG X 1864 MN PROFESSIONAL ORGANIZATION FORMED PRIMARILY TO PROMOTE OPHTHALMOLOGIC EDUCATION AND RESEARCH. 8 8 0 100 0 0 0 0 180670 221275 25012 29589 0 0 205682 250864 600 1200 0 0 23750 23750 0 0 0 252053 395890 276403 420840 -70721 -169976 517080 628415 362278 643589 154802 -15174 THE AMERICAN OPHTHALMOLOGICAL SOCIETY IS A PROFESSIONAL ORGANIZATION FORMED PRIMARILY TO PROMOTE OPHTHALMOLOGIC EDUCATION, RESEARCH, AND THE ART AND SCIENCE OF OPHTHALMOLOGY. 0 0 240542 132275 THE AMERICAN OPHTHALMOLOGICAL SOCIETY IS A PROFESSIONAL ORGANIZATION FORMED PRIMARILY TO PROMOTE OPHTHALMOLOGICAL EDUCATION, RESEARCH, & THE ART AND SCIENCE OF OPHTHALMOLOGY. THE AOS SERVED 365 MEMBERS IN 2014. THE EDUCATION MISSION IS SERVED BY AOS'S ANNUAL SCIENTIFIC MEETING WHICH IS ATTENDED BY APPROXIMATELY 235 MEMBERS AND OTHER PROFESSIONALS INTERESTED IN THE DELIVERY OF HIGH QUALITY PATIENT EYE CARE. 34086 0 0 THE ORGANIZATION PUBLISHED A BOOK TO HONOR THE 150TH ANNIVERSARY OF THE AMERICAN OPHTHALMOLOGICAL SOCIETY. 3908 0 0 THE ORGANIZATION SUPPORTS THE LUCIAN HOWE MEDAL ANNUAL AWARD, WHICH RECOGNIZES AN INDIVIDUAL WHO HAS MADE SIGNIFICANT CONTRIBUTIONS IN THE OPHTHALMIC FIELD AS A LEADER, EDUCATOR AND/OR INVESTIGATOR. 30783 1200 89000 30783 1200 89000 309319 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 10 0 1 0 0 0 0 0 0 0 0 0 0 0 X 8 8 0 1 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 0 0 0 CA MN X SAN FRANCISCO ASSOC MANAGEMENT SER 4155618568 655 BEACH STREET SAN FRANCISCO CA 94109 ANNE LOUISE COLEMAN MD COUNCIL MEMBER 05/13-05/15 1.00 X 0 0 0 DAVID J WILSON MD COUNCIL MEMBER 05/13-05/14 1.00 X 0 0 0 EMILY Y CHEW MD EDITOR 05/13-05/15 1.00 X X 0 0 0 HANS E GROSSNIKLAUS MD PRESIDENT 05/13-05/14 1.00 X X 0 0 0 JAY C ERIE MD COUNCIL MEMBER 05/13-05/15 COUNCIL CHAIR 5/14-5/15 1.00 X 0 0 0 M EDWARD WILSON JR MD COUNCIL MEMBER 05/13-05/15 1.00 X 0 0 0 MARCO ZARBIN MD PHD COUNCIL MEMBER 05/14-05/15 1.00 X 0 0 0 THOMAS J LIESEGANG MD EXECUTIVE VICE PRESIDENT 1.00 X X 23750 1250 0 WOODFORD S VAN METER MD COUNCIL MEMBER 05/13-05/15 1.00 X 0 0 0 RICHARD P MILLS MD MPH PRESIDENT 05/14-05/15 1.00 X X 0 0 0 23750 1250 0 0 0 0 0 MARRIOTT BUSINESS SERVICES PO BOX 402642 ATLANTA GA 30384 ANNUAL MEETING FACILITIES 231389 1 REGISTRATION FEES 541900 132275 132275 MEMBERSHIP DUES & ASSE 541900 87600 87600 INITIATION FEES 541900 1400 1400 221275 12201 12201 52035 34647 17388 17388 17388 250864 221275 0 29589 1200 1200 23750 2500 21250 66504 21000 45504 3911 3911 1118 1118 39117 38335 782 10817 10817 255424 240542 14882 796 796 BANK FEES 6927 6927 DUES AND SUBSCRIPTIONS 4545 62 4483 POSTAGE/SHIPPING 2531 1784 747 PRINTING/PUBLICATION 2032 1842 190 2168 2054 114 420840 309319 111521 0 16636 107978 654 0 23072 15248 476718 505189 517080 628415 2027 1986 39660 41260 320591 600343 362278 643589 X -35461 -208021 133763 136347 56500 56500 154802 -15174 517080 628415 -169976 0 X X 0 1 X 1 0 X 91550 89950 89500 89900 89000 449900 98785 87685 94885 90770 132275 504400 190335 177635 184385 180670 221275 954300 0 0 0 954300 9120 10696 10141 11076 12201 53234 9120 10696 10141 11076 12201 53234 199455 188331 194526 191746 233476 1007534 0.94720 0.94730 0.05280 0.05270 X 385428 1400 24909 9971 401766 334183 1100 54059 3914 385428 296404 37148 -631 334183 297319 800 1374 3089 296404 186659 500 16060 392 202827 0.52000 0.33940 0.14060 0 0 0 INTERCOMPANY PAYABLE 600343 600343 X PART V, LINE 4: THE EARNINGS FROM THE ORGANIZATION'S ENDOWMENT FUNDS ARE USED PRIMARILY FOR THREE PURPOSES: THE HOWE MEDAL FUND, THE VERHOEFF LECTURE FUND AND THE KENNEDY-SNELL FUND. THE EARNINGS FROM THE FIRST TWO FUNDS MAY BE USED TO DEFRAY EXPENSES, AND THE EARNINGS FROM THE THIRD FUND ARE TO BE USED FOR THE ADVANCEMENT OF OPHTHALMIC SCIENCE AND ART. PART X, LINE 2: THE INTERNAL REVENUE SERVICE HAS DETERMINED THAT THE SOCIETY IS EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(C)(3) IN THE INTERNAL REVENUE CODE (IRC). THE CES FUND AND KNAPP FUND ARE BOTH SUPPORTING ORGANIZATIONS OF AOS, UNDER SECTION 509(A)(3) OF THE IRC. HOWEVER, INCOME FROM ACTIVITIES NOT RELATED TO ITS TAX-EXEMPT PURPOSE MAY BE SUBJECT TO TAXATION AS UNRELATED BUSINESS INCOME. THE SOCIETY FOLLOWS THE GUIDANCE FOR UNCERTAIN TAX POSITIONS. MANAGEMENT HAS CONCLUDED THERE ARE NO UNCERTAIN TAX POSITIONS AT DECEMBER 31, 2014. AOS FILES ANNUAL INFORMATION TAX RETURNS IN THE U.S. FEDERAL JURISDICTION AND THE CALIFORNIA STATE JURISDICTION. PURSUANT TO THE STATUTE OF LIMITATIONS, TAX YEARS OPEN TO AUDIT BY THE INTERNAL REVENUE SERVICE (IRS) ARE 2011-2013 AND BY THE CALIFORNIA FRANCHISE TAX BOARD (FTB) TAXING AUTHORITY ARE 2010-2013. FORM 990, PART VI, SECTION A, LINE 3 AOS HAS A MANAGEMENT CONTRACT WITH SAN FRANCISCO ASSOCIATION MANAGEMENT SERVICES (SF-AMS). UNDER THE ANNUAL CONTRACT, ALL PERSONNEL DECISIONS AND FINANCIAL OPERATIONS ARE THE RESPONSIBILITY OF SF-AMS. FORM 990, PART VI, SECTION A, LINE 6 THE AMERICAN OPHTHALMOLOGICAL SOCIETY HAS MEMBERS WHO ANNUALLY ELECT OTHER MEMBERS TO THE GOVERNING BODY. FORM 990, PART VI, SECTION A, LINE 7A THE ACTIVE MEMBERSHIP IN ATTENDANCE AT THE ANNUAL MEETING VOTES AND ELECTS THE GOVERNING BODY EVERY YEAR DURING THE ANNUAL MEETING IN MAY. THE AOS COUNCIL HAS A SUBCOMMITTEE THAT PUTS FORTH CANDIDATES FOR THE VARIOUS POSITIONS AND THEN THE MEMBERSHIP VOTES ON THE CANDIDATES. FORM 990, PART VI, SECTION A, LINE 7B CHANGES TO THE ORGANIZATION'S BYLAWS MUST BE APPROVED BY THE MEMBERSHIP. FORM 990, PART VI, SECTION B, LINE 11 FORM 990 IS PREPARED BY AN OUTSIDE TAX PROFESSIONAL. THE FORM IS THEN REVIEWED BY THE ORGANIZATION'S FINANCE STAFF AND MANAGEMENT STAFF, AND QUESTIONS ARE REFERRED TO THE OUTSIDE TAX PROFESSIONAL. AFTER A FULL REVIEW (WITH MODIFICATIONS WHERE NECESSARY), THE FINAL VERSION OF THE TAX RETURN IS PROVIDED TO ALL MEMBERS OF THE ORGANIZATION'S VOTING GOVERNING BODY. A REPRESENTATIVE OF THE BOARD AUTHORIZES THE FINAL FORM 990, WHICH IS THEN ELECTRONICALLY FILED WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C AT EACH COUNCIL MEETING, COUNCIL MEMBERS ARE REQUIRED TO DISCLOSE ANY POTENTIAL CONFLICTS OR ANY CONFLICTS OF INTEREST TO THE ENTIRE COUNCIL. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XII, LINE 2C: THE ROLE AND OPERATION OF THE AUDIT COMMITTEE HAS NOT CHANGED FROM PRIOR YEARS. AOS-CES 655 BEACH STREEET SAN FRANCISCO CA 94109 411872794 SUPPORT OF AOS MN 501(C)(3) 509(A)(3), TYPE I AMERICAN OPHTHALMOLOGICAL SOCIETY 1 HERMAN KNAPP TESTIMONIAL FUND 655 BEACH STREEET SAN FRANCISCO CA 94109 046042338 SUPPORT OF AOS MD 501(C)(3) 509(A)(3), TYPE I AMERICAN OPHTHALMOLOGICAL SOCIETY 1 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0