AMERICAN ACADEMY OF OPHTHALMOLOGY INC: Form 990, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- AMERICAN ACADEMY OF OPHTHALMOLOGY INC (EIN 41-1336784)
- Tax period
- 2010-04-01 to 2011-03-31
- Filed
- 2011-11-11
- IRS object ID
- 201143159349303509
- Schema version
- 2010v3.4
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule B
- Schedule C
- Schedule D
- Schedule F
- Schedule I
- Schedule J
- Schedule L
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-11-11T14:28:41-06:00 | Timestamp |
| Tax Period End Date | 2011-03-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DELOITTE TAX LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 225 WEST SANTA CLARA STREET | AddressLine1 |
| City | SAN JOSE | City |
| State | CA | State |
| ZIP Code | 95113 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2010-04-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 411336784 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AMERICAN ACADEMY OF OPHTHALMOLOGY | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | AMER | NameControl |
| Phone | 4155618500 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 655 BEACH STREET | AddressLine1 |
| City | SAN FRANCISCO | City |
| State | CA | State |
| ZIP Code | 94109 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JILL BOYETT | Name |
| Title | CFO | Title |
| Phone | 4155618500 | Phone |
| Date Signed | 2011-11-04 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4087044000 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | DAVID W PARKE II MD | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 655 BEACH STREET | AddressLine1 |
| City | SAN FRANCISCO | City |
| State | CA | State |
| ZIP Code | 94109 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 51739098 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c | X | Organization501c |
| Web Site | WWW.AAO.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1979 | YearFormation |
| State Legal Domicile | CA | StateLegalDomicile |
| Activity Or Mission Description | AAO IS THE LARGEST NATIONAL MEMBERSHIP ORGANIZATION FOR OPHTHALMOLOGISTS. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 20 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 14 | NbrIndependentVotingMembers |
| Total Nbr Employees | 180 | TotalNbrEmployees |
| Total Nbr Volunteers | 825 | TotalNbrVolunteers |
| Total Gross UBI | 1515451 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 100788 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 3285292 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 4522765 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 32041131 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 32644585 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 177637 | InvestmentIncomePriorYear |
| Investment Income Current Year | 347061 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 10105762 | OtherRevenuePriorYear |
| Other Revenue Current Year | 11277773 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 45609822 | TotalRevenuePriorYear |
| Total Revenue Current Year | 48792184 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 1643264 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 3167884 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 19541611 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 20889188 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 20878217 | OtherExpensePriorYear |
| Other Expenses Current Year | 21860901 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 42063092 | TotalExpensesPriorYear |
| Total Expenses Current Year | 45917973 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 3546730 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 2874211 | RevenuesLessExpensesCY |
| Total Assets BOY | 36209644 | TotalAssetsBOY |
| Total Assets EOY | 40382764 | TotalAssetsEOY |
| Total Liabilities BOY | 22027703 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 22461490 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 14181941 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 17921274 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | THE AMERICAN ACADEMY OF OPHTHALMOLOGY IS A MEMBERSHIP ORGANIZATION THAT IS THE LARGEST NATIONAL TRADE ORGANIZATION FOR OPHTHALMOLOGISTS. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Description | THE AMERICAN ACADEMY OF OPHTHALMOLOGY IS A MEMBERSHIP ORGANIZATION THAT IS THE LARGEST NATIONAL TRADE ORGANIZATION FOR OPHTHALMOLOGISTS. THE ACADEMY DEVELOPS, PRODUCES, PUBLISHES AND DISTRIBUTES A WIDE RANGE OF PRINT AND ELECTRONIC EDUCATIONAL AND SCIENTIFIC MATERIALS IN THE AREAS OF CLINICAL EDUCATION, PRACTICE MANAGEMENT AND PUBLIC INFORMATION. ALTHOUGH MEMBERSHIP IS COMPOSED PRIMARILY OF OPHTHALMOLOGISTS, OTHER PHYSICIANS AND SCIENTISTS CONCERNED WITH CLINICAL AND BASIC SCIENTIFIC DISCIPLINES OF THE EYE AND RELATED STRUCTURES MAY APPLY TO OTHER MEMBERSHIP CATEGORIES.THE EDUCATION MISSION IS ALSO SERVED BY THE ACADEMY'S ANNUAL SCIENTIFIC CONVENTION WHICH IS ATTENDED BY APPROXIMATELY 25,000 MEMBERS AND OTHER PROFESSIONALS INTERESTED IN THE DELIVERY OF HIGH QUALITY PATIENT EYE CARE. IN ADDITION, THE ACADEMY WORKS TO EDUCATE OTHER HEALTH CARE PROVIDERS AND THE PUBLIC ABOUT EYE CARE AND REPRESENTS OPHTHALMOLOGISTS AND THEIR PATIENTS BEFORE THE GOVERNMENT AND OTHER ORGANIZATIONS THAT INFLUENCE THE PROVISION OF EYE CARE. | Description |
| Described In501 C3 | 0 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Subject To Proxy Tax | 1 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 0 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 0 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 1 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 1 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 1 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Loan To Officer Or DQP | 1 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 1 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 1 | RelatedOrgControlledEntity |
| Transaction Related Entity | 1 | TransactionRelatedEntity |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 126 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 180 | NumberOfEmployees |
| Employment Tax Returns Filed | 0 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 1 | UnrelatedBusinessIncome |
| Form990-T Filed | 1 | Form990-TFiled |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 1 | NonDeductibleContributions |
| Non Deductible Disclosure | 1 | NonDeductibleDisclosure |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 20 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 14 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 1 | MembersOrStockholders |
| Election Of Board Members | 1 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 1 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | CA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MN | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AMER ACAD OF OPHTHALMOLOGY | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 4155618500 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 655 BEACH STREET | AddressLine1 |
| City | SAN FRANCISCO | City |
| State | CA | State |
| ZIP Code | 94109 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (34 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Key EmployeeKeyEmployee | Highest Compensated EmployeeHighestCompensatedEmployee | FormerFormer |
|---|---|---|---|---|---|---|---|---|---|
| DAVID W PARKE II MD | |||||||||
| CEO | 40.00 | X | X | 708637 | 0 | 36295 | |||
| MICHAEL W BRENNAN MD | |||||||||
| PAST PRESIDENT | 1.00 | X | 0 | 0 | 0 | ||||
| EDWARD J HOLLAND MD | |||||||||
| SECRETARY ANNUAL MEETING | 5.00 | X | X | 20000 | 0 | 0 | |||
| DAVID A DURFEE MD | |||||||||
| SR. SECY/OPHTHMALIC PRACTICE | 5.00 | X | X | 25000 | 0 | 0 | |||
| RANDOLPH J JOHNSTON MD | |||||||||
| PRESIDENT | 10.00 | X | X | 91000 | 0 | 0 | |||
| GREGORY L SKUTA MD | |||||||||
| SR. SECY FOR CLINICAL EDUCATION | 5.00 | X | X | 25000 | 0 | 0 | |||
| CHRISTIE L MORSE MD | |||||||||
| TRUSTEE-AT-LARGE | 1.00 | X | 0 | 0 | 0 | ||||
| B THOMAS HUTCHINSON MD | |||||||||
| CHAIR FOUNDATION ADVISORY BOARD | 1.00 | X | 0 | 0 | 0 | ||||
| HUMPHREY JF TAYLOR | |||||||||
| PUBLIC TRUSTEE | 1.00 | X | 15000 | 0 | 0 | ||||
| PAUL B GINSBERG PHD | |||||||||
| PUBLIC TRUSTEE | 1.00 | X | 12000 | 0 | 0 | ||||
| JEAN E RAMSEY MD MPH | |||||||||
| CHAIR - THE COUNCIL | 1.00 | X | 10000 | 0 | 0 | ||||
| ANDREW P SCHACHAT MD | |||||||||
| EDITOR, JOURNAL | 20.00 | X | X | 70888 | 0 | 0 | |||
| KEITH D CARTER MD | |||||||||
| TRUSTEE-AT-LARGE | 1.00 | X | 0 | 0 | 0 | ||||
| PETER J WHITTEDMD JD | |||||||||
| TRUSTEE-AT-LARGE | 1.00 | X | 0 | 0 | 0 | ||||
| CYNTHIA A BRADFORD MD | |||||||||
| SR. SECRETARY FOR ADVOCACY | 5.00 | X | X | 20000 | 0 | 0 | |||
| LAURIE GRAY BARBER MD | |||||||||
| TRUSTEE-AT-LARGE | 1.00 | X | 0 | 0 | 0 | ||||
| GEORGE A WILLIAMS MD | |||||||||
| TRUSTEE-AT-LARGE | 1.00 | X | 0 | 0 | 0 | ||||
| RICHARD L ABBOTT MD | |||||||||
| PRESIDENT-ELECT (2010) | 10.00 | X | X | 37000 | 0 | 0 | |||
| RUSSELL N VAN GELDER MD PHD | |||||||||
| VICE CHAIR ELECT- THE COUNCIL | 5.00 | X | 5000 | 0 | 0 | ||||
| GEORGE B BARTLEY MD | |||||||||
| TRUSTEE-AT-LARGE | 1.00 | X | 0 | 0 | 0 | ||||
| JONATHAN B RUBENSTEIN MD | |||||||||
| SECRETARY FOR ANNUAL MEETING | 1.00 | X | 8000 | 0 | 0 | ||||
| JOHN R STECHSCHULTE MD | |||||||||
| TRUSTEE-AT-LARGE | 1.00 | X | 0 | 0 | 0 | ||||
| PETER J WHITTED MD JD | |||||||||
| TRUSTEE-AT-LARGE | 1.00 | X | 0 | 0 | 0 | ||||
| RUTH D WILLIAMS MD | |||||||||
| PRESIDENT-ELECT (2011) | 5.00 | X | 17500 | 0 | 0 | ||||
| JILL A BOYETT | |||||||||
| VICE PRESIDENT AND CFO | 40.00 | X | 309242 | 0 | 35969 | ||||
| CATHERINE G COHEN | |||||||||
| VP - GOVT AFFAIRS | 40.00 | 244033 | 0 | 43307 | X | ||||
| DEBRA L ROSENCRANCE | |||||||||
| VP - MEETINGS AND EXHIBITS | 40.00 | 216191 | 0 | 28246 | X | ||||
| RICHARD A ZORAB | |||||||||
| VP - OPHTHALMIC KNOWLEDGE | 40.00 | 253479 | 0 | 28496 | X | ||||
| JANE A AGUIRRE | |||||||||
| VP - GLOBAL ALLIANCES | 40.00 | 223989 | 0 | 38693 | X | ||||
| SIOBHAN M BUNAES | |||||||||
| VP - COMM. AND MEDIA | 40.00 | 178322 | 0 | 38304 | X | ||||
| JOSEPH CARR | |||||||||
| VP - IT | 40.00 | 218930 | 0 | 43404 | X | ||||
| VIRGINIA A CUNNINGHAM | |||||||||
| DIRECTOR OF HUMAN RESOURCE | 40.00 | 178627 | 0 | 25829 | X | ||||
| ROBERT C PALMER | |||||||||
| DIRECTOR OF STATE AFFAIRS | 40.00 | 174097 | 0 | 31772 | X | ||||
| DAVID J NOONAN | |||||||||
| PAST CHIEF OPERATING OFFICER (RETIRED 1/31/09) | 40.00 | 50000 | 0 | 0 | X | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 3061935 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 350315 | TotalOtherCompensation |
| Number Individuals GT100 K | 10 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (4 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| HOOD & STRONG LLP | |||||
| 100 FIRST STREET 14TH FLOOR | SAN FRANCISCO | CA | 94105 | AUDIT/ACCOUNTING | 174350 |
| DORSEY & WHITNEY LLP | |||||
| PO BOX 1680 | MINNEAPOLIS | MN | 554801680 | LEGAL COUNSEL | 148057 |
| MARIE WEIRICK | |||||
| 59 JEWELL ST | SAN RAFAEL | CA | 94901 | PROFESSIONAL CONSULTING | 140786 |
| MJ MRVICA ASSOCIATES | |||||
| 2 WEST TAUNTON AVE | BERLIN | NJ | 08009 | MAGAZINE ADVERTISING SOLICITING | 124874 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 4 | NumberOfContractorsGT100K |
| Related Organizations | 2971363 | RelatedOrganizations |
| All Other Contributions | 1551402 | AllOtherContributions |
| Total Contributions | 4522765 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| MEMBERSHIP DUES | 900099 | 17050685 | 17050685 |
| ANNUAL MEETING | 900099 | 14270860 | 14270860 |
| COURSES, SEMINARS | 900099 | 1323040 | 1323040 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 32644585 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 273129 | TotalRevenueColumn |
| Exclusion | $273,129 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 3600 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 3600 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 3600 | TotalRevenueColumn |
| Exclusion | $3,600 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 1724783 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 1650851 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 73932 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 73932 | TotalRevenueColumn |
| Exclusion | $73,932 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | 5824048 | GrossSalesOfInventory |
| Cost Of Goods Sold | 1296063 | CostOfGoodsSold |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 4527985 | TotalRevenueColumn |
| Related Or Exempt Function Income | 4527985 | RelatedOrExemptFunctionIncome |
Other Revenue Misc OtherRevenueMisc (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | ExclusionExclusionAmount | Unrelated Business RevenueUnrelatedBusinessRevenue |
|---|---|---|---|---|
| ROYALTIES | 900099 | 3694391 | $3,694,391 | |
| ADVERTISING | 541800 | 2174558 | $659,107 | 1515451 |
| SHIPPING REVENUE | 900099 | 260350 | $260,350 |
Miscellaneous Revenue MiscellaneousRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 616889 | TotalRevenueColumn |
| Exclusion | $616,889 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 6746188 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 48792184 | TotalRevenueColumn |
| Related Or Exempt Function Income | 37172570 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 1515451 | UnrelatedBusinessRevenue |
| Exclusion | $5,581,398 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3167884 | Total |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4162814 | Total |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 12654472 | Total |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1368134 | Total |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1627321 | Total |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1076447 | Total |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 226927 | Total |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 192000 | Total |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1106071 | Total |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 74705 | Total |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3570453 | Total |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2014908 | Total |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 701824 | Total |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 185086 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1440379 | Total |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2619608 | Total |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6974152 | Total |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 30100 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 893879 | Total |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 324897 | Total |
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | TotalTotal |
|---|---|
| SUB/JOURNAL/PRINTING | 2285138 |
| MISCELLANEOUS | 326746 |
| DUES & SUBSCRIPTIONS | 306419 |
| UBI TAX | 79025 |
| EXPENSE ALLOCATION | -1491416 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 45917973 | Total |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4555646 | BOY |
| EOY | 3823729 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1666053 | BOY |
| EOY | 1672731 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 14433733 | BOY |
| EOY | 15940234 | EOY |
Receivables From Officers Etc ReceivablesFromOfficersEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1800000 | BOY |
| EOY | 1800000 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1262287 | BOY |
| EOY | 1146594 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1050621 | BOY |
| EOY | 1618930 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 7590411 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 3894259 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2988654 | BOY |
| EOY | 3696152 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8452650 | BOY |
| EOY | 10684394 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 36209644 | BOY |
| EOY | 40382764 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3613237 | BOY |
| EOY | 4225808 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 17099849 | BOY |
| EOY | 16707299 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1314617 | BOY |
| EOY | 1528383 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 22027703 | BOY |
| EOY | 22461490 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 13529594 | BOY |
| EOY | 16919124 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 652347 | BOY |
| EOY | 1002150 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 14181941 | BOY |
| EOY | 17921274 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 36209644 | BOY |
| EOY | 40382764 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 2874211 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 865122 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantially All Dues Nondeduct | 0 | SubstantiallyAllDuesNondeduct |
| Only In House Lobbying | 0 | OnlyInHouseLobbying |
| Agree To Carryover Prior Year | 0 | AgreeToCarryoverPriorYear |
| Dues Assessments | 14327763 | DuesAssessments |
| Non Ded Lobby Political Current | 2795437 | NonDedLobbyPoliticalCurrent |
| Non Ded Lobby Political Total | 2795437 | NonDedLobbyPoliticalTotal |
| Aggr Amt Reported In Dues Notices | 3442355 | AggrAmtReportedInDuesNotices |
| Taxable | -$646,918 | TaxableAmount |
Form990 Schedule C Part IV Form990ScheduleCPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PART IV, SUPPLEMENTAL INFORMATION: | Identifier |
| Explanation | THE ACADEMY WORKS TO EDUCATE OTHER HEALTH CARE PROVIDERS AND THE PUBLIC ABOUT EYE CARE AND REPRESENTS OPHTHALMOLOGISTS AND THEIR PATIENTS BEFORE THE GOVERNMENT AND OTHER ORGANIZATIONS THAT INFLUENCE THE PROVISION OF EYE CARE. | Explanation |
Schedule D IRS990ScheduleD
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1183278 | OtherCostOrOtherBasis |
| Depreciation | 203608 | Depreciation |
| Book Value | 979670 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 6407133 | OtherCostOrOtherBasis |
| Depreciation | 3690651 | Depreciation |
| Book Value | 2716482 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 3696152 | TotalOfBookValueLandBuildings |
Other Liabilities OtherLiabilities (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| RETIREES HEALTH INSURANCE BENEFITS | $1,211,885 |
| CAPITAL LEASE OBLIGATIONS | $316,498 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 1528383 | TotalOfAmounts |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | 990 PART IV, LINE 11F, FIN48 DISCLOSURE: AAO FOLLOWS FASB ASC TOPIC 740 INCOME TAXES TO ACCOUNT FOR UNCERTAIN TAX POSITIONS. MANAGEMENT HAS CONCLUDED THAT AAO HAS TAKEN NO UNCERTAIN TAX POSITIONS THAT WOULD REQUIRE ADJUSTMENT TO THE STATEMENT OF POSITION TO COMPLY WITH PROVISIONS OF THIS GUIDANCE. THE YEARS STILL OPEN TO AUDIT FOR THE U.S. FEDERAL JURISDICTION ARE 2006 THROUGH 2009 AND FOR THE CALIFORNIA STATE JURISDICTION 2004 THROUGH 2009. | Explanation |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | 0 | GrantRecordsMaintained |
Accts Actvs Out US Table AcctsActvsOutUSTable (13 entries)
| RegionRegion | Number Of OfficesNumberOfOffices | Number Of EmployeesNumberOfEmployees | Type Of Activities ConductedTypeOfActivitiesConducted | Specific Services ProvidedSpecificServicesProvided | Total ExpendituresTotalExpenditures |
|---|---|---|---|---|---|
| MIDDLE EAST AND NORTH AFRICA | 0 | 0 | PROGRAM SERVICE | EDUCATION - TRADESHOW | 2650 |
| EAST ASIA AND THE PACIFIC | 0 | 0 | PROGRAM SERVICE | EDUCATION - TRADESHOWS | 36997 |
| EUROPE | 0 | 0 | PROGRAM SERVICE | EDUCATION - TRADESHOWS | 65871 |
| SOUTH AMERICA | PROGRAM SERVICE | EDUCATION - TRADESHOWS | |||
| NORTH AMERICA | PROGRAM SERVICE | EDUCATION - TRADESHOWS | |||
| EAST ASIA AND THE PACIFIC | APPLICATION FEES, DUES, PRODUCT SALES | ||||
| EUROPE | APPLICATION FEES, DUES, PRODUCT SALES | ||||
| NORTH AMERICA | APPLICATION FEES, DUES, PRODUCT SALES | ||||
| MIDDLE EAST AND NORTH AFRICA | APPLICATION FEES, DUES, PRODUCT SALES | ||||
| SOUTH AMERICA | APPLICATION FEES, DUES, PRODUCT SALES | ||||
| CENTRAL AMERICA AND THE CARIBBEAN | APPLICATION FEES, DUES, PRODUCT SALES | ||||
| SUB-SAHARAN AFRICA | APPLICATION FEES, DUES, PRODUCT SALES | ||||
| RUSSIA & THE NEWLY INDEPENDENT STATES | APPLICATION FEES, DUES, PRODUCT SALES |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Number Of Employees | 0 | SubtotalNumberOfEmployees |
| Cont Number Of Employees | 0 | ContNumberOfEmployees |
| Total Number Of Employees | 0 | TotalNumberOfEmployees |
| Subtotal Amount Spent | 105518 | SubtotalAmountSpent |
| Cont Amount Spent | 0 | ContAmountSpent |
| Total Amount Spent | 105518 | TotalAmountSpent |
| Transfer To Foreign Corp | 0 | TransferToForeignCorp |
| Interest In Foreign Trust | 0 | InterestInForeignTrust |
| Own Foreign Corp | 0 | OwnForeignCorp |
| Passive Foreign Invest Co | 0 | PassiveForeignInvestCo |
| Foreign Partnership | 0 | ForeignPartnership |
| Boycott Countries | 0 | BoycottCountries |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Recipient Table RecipientTable (2 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant | Purpose Of GrantPurposeOfGrant |
|---|---|---|---|---|---|---|---|
| SOUTH CAROLINA SOCIETY OF OPHTHALMOLOGY INC | |||||||
| PO BOX 1508 | COLUMBIA | SC | 29202 | 570966802 | 501(C)(3) | 12500 | GENERAL SUPPORT |
| FOUNDATION OF THE AMERICAN ACADEMY OF OPHTHALMOLOGY | |||||||
| 655 BEACH STREET | SAN FRANCISCO | CA | 94109 | 942682387 | 501(C)(3) | 3000000 | GENERAL SUPPORT |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 2 | TotalNbrOf501C3AndGovtGrants |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PROCEDURE FOR MONITORING GRANTS IN THE U.S.: | Identifier |
| Return Reference | PART I, LINE 2: | ReturnReference |
| Explanation | SCHEDULE I, PART I, LINE 2: GRANT RECIPIENTS ARE REQUIRED TO SUBMIT RESULT REPORTS, WHICH INCLUDE THE USE OF FUNDS. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Travel For Companions | X | TravelForCompanions |
| Idemnification Gross Up Payments | X | IdemnificationGrossUpPayments |
| Club Dues Or Fees | X | ClubDuesOrFees |
| Written Policy Re T And E Expenses | 1 | WrittenPolicyReTAndEExpenses |
| Substantiation Required | 1 | SubstantiationRequired |
| Compensation Committee | X | CompensationCommittee |
| Independent Consultant | X | IndependentConsultant |
| Written Employment Contract | X | WrittenEmploymentContract |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
Form990 Schedule J Part II Form990ScheduleJPartII (10 entries)
| Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| DAVID W PARKE II MD | |||||||||||||
| 634455 | 0 | 62500 | 0 | 11682 | 0 | 17263 | 0 | 19032 | 0 | 744932 | 0 | 0 | 0 |
| JILL A BOYETT | |||||||||||||
| 283810 | 0 | 25000 | 0 | 432 | 0 | 24996 | 0 | 10973 | 0 | 345211 | 0 | 0 | 0 |
| CATHERINE G COHEN | |||||||||||||
| 227655 | 0 | 16000 | 0 | 378 | 0 | 17194 | 0 | 26113 | 0 | 287340 | 0 | 0 | 0 |
| DEBRA L ROSENCRANCE | |||||||||||||
| 196132 | 0 | 19500 | 0 | 559 | 0 | 15284 | 0 | 12962 | 0 | 244437 | 0 | 0 | 0 |
| RICHARD A ZORAB | |||||||||||||
| 234832 | 0 | 18500 | 0 | 147 | 0 | 17194 | 0 | 11302 | 0 | 281975 | 0 | 0 | 0 |
| JANE A AGUIRRE | |||||||||||||
| 183616 | 0 | 18500 | 0 | 21873 | 0 | 15400 | 0 | 23293 | 0 | 262682 | 0 | 0 | 0 |
| SIOBHAN M BUNAES | |||||||||||||
| 144924 | 0 | 18500 | 0 | 14898 | 0 | 14381 | 0 | 23923 | 0 | 216626 | 0 | 0 | 0 |
| JOSEPH CARR | |||||||||||||
| 202622 | 0 | 16000 | 0 | 308 | 0 | 16057 | 0 | 27347 | 0 | 262334 | 0 | 0 | 0 |
| VIRGINIA A CUNNINGHAM | |||||||||||||
| 171024 | 0 | 6000 | 0 | 1603 | 0 | 18043 | 0 | 7786 | 0 | 204456 | 0 | 0 | 0 |
| ROBERT C PALMER | |||||||||||||
| 168219 | 0 | 5500 | 0 | 378 | 0 | 17905 | 0 | 13867 | 0 | 205869 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Reference | PART I, LINE 1A | ReturnReference |
| Explanation | THESE BENEFITS ARE PROVIDED TO THE CEO UNDER TERMS OF HIS CONTRACT AND ARE INCLUDED IN FORM W-2 AS TAXABLE COMPENSATION. | Explanation |
Schedule L IRS990ScheduleL
Loan Table LoanTable
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | DAVID WPARKE MD | NamePerson |
| Purpose Of Loan | TO PURCHASE A NEW HOME IN THE BAY AREA | PurposeOfLoan |
| Loan From Organization | X | LoanFromOrganization |
| Original Principal | $1,800,000 | OriginalPrincipalAmount |
| Balance Due | 1800000 | BalanceDue |
| Default | 0 | Default |
| Approved By Board | 1 | ApprovedByBoard |
| Written Agreement | 1 | WrittenAgreement |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Balance Due | 1800000 | TotalBalanceDue |
Form990 Schedule L Part IV Form990ScheduleLPartIV
Name Of Interested Person NameOfInterestedPerson
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | OMIC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship | LESS THAN A MAJORITY OF OVERLAPPING CURRENT DIRECTORS | Relationship |
| Amount Of Transaction | 199000 | AmountOfTransaction |
| Description Of Transaction | ROYALTIES | DescriptionOfTransaction |
| Sharing Of Revenues | 0 | SharingOfRevenues |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (8 entries)
| IdentifierIdentifier | ExplanationExplanation | Return ReferenceReturnReference |
|---|---|---|
| FORM 990, PART VI, SECTION A, LINE 6 | THE AMERICAN ACADEMY OF OPHTHALMOLOGY IS A MEMBERSHIP ORGANIZATION. | |
| FORM 990, PART VI, SECTION A, LINE 7A | THE ACADEMY HAS THE FOLLOWING TYPES OF MEMBERS: ACTIVE FELLOWS, LIFE FELLOWS, HONORARY FELLOWS, INACTIVE FELLOWS, ACTIVE OSTEOPATHIC FELLOWS, LIFE OSTEOPATHIC FELLOWS, INACTIVE OSTEOPATHIC FELLOWS, ACTIVE MEMBERS, INTERNATIONAL MEMBERS, ASSOCIATE MEMBERS, LIFE MEMBERS, LIFE INTERNATIONAL MEMBERS, LIFE ASSOCIATE MEMBERS, MEMBERS IN TRAINING, INTERNATIONAL MEMBERS IN TRAINING, AND INACTIVE MEMBERS. THE ONLY CLASSES OF MEMBERSHIP ENTITLED TO VOTE ON ANY MATTER, OR TO ATTEND ANY ANNUAL OR SPECIAL BUSINESS MEETING OF THE ACADEMY, ARE ACTIVE FELLOWS, ACTIVE OSTEOPATHIC FELLOWS, LIFE FELLOWS, LIFE OSTEOPATHIC FELLOWS, ACTIVE MEMBERS AND LIFE MEMBERS. ONLY ACTIVE FELLOWS, ACTIVE OSTEOPATHIC FELLOWS AND LIFE FELLOWS ARE ELIGIBLE FOR NOMINATION, ELECTION, OR APPOINTMENT AS AN ELECTED OR APPOINTED OFFICER OR AS A TRUSTEE-AT-LARGE OF THE ACADEMY OR AS THE CHAIR OR VICE CHAIR OF THE COUNCIL. | |
| FORM 990, PART VI, SECTION A, LINE 7B | THE ACADEMY PROVIDES NOTICE OF PROPOSED WORDING OF AMENDMENTS TO THE ARTICLES OF INCORPORATION, BYLAWS, CODE OF ETHICS AND PROCEDURAL RULES, WHICH ARE ENDORSED BY THE BOARD OF TRUSTEES, TO ALL VOTING FELLOWS AND MEMBERS, WHICH ARE REQUIRED TO BE VOTED UPON ACCORDING TO THE BYLAWS. THE RESULTS OF VOTING ARE ANNOUNCED TO THE MEMBERS ON THE ACADEMY'S WEB SITE AND IN THE ACADEMY'S JOURNAL "EYENET." | |
| FORM 990, PART VI, SECTION B, LINE 11 | THE CHIEF FINANCIAL OFFICER, THE DIRECTOR OF FINANCE AND THE ACCOUNTING MANAGER COMPLETELY REVIEWED THE FORM 990 WITH THE RETURN PREPARERS. THE FORM 990 WAS MAILED AT LEAST ONE WEEK PRIOR TO FILING TO EACH MEMBER OF THE BOARD OF DIRECTORS, WHO WERE INVITED TO ASK QUESTIONS. | |
| AAO REQUIRES ALL BOARD MEMBERS TO SUBMIT AN ANNUAL CONFLICT OF INTEREST DISCLOSURE DETAILING POTENTIAL CONFLICTS. UPON IDENTIFICATION OF A POTENTIAL CONFLICT OF INTEREST, AAO SEEKS RESOLUTION OF THE CONFLICT THROUGH A VARIETY OF METHODS INCLUDING RECUSAL FROM SPECIFIC DISCUSSIONS, ACTIVITIES OR VOTES, RESIGNATIONS OR BY OTHER MEANS. | FORM 990, PART VI, SECTION B, LINE 12C | |
| THE AAO COMPENSATION COMMITTEE IS MADE UP OF THE PRESIDENT, PRESIDENT ELECT AND PAST PRESIDENT AND MOST RECENT PAST PRESIDENT NOT CURRENTLY SERVING ON THE BOARD. THE COMMITTEE ANNUALLY REVIEWS THE STIPEND AND CONTRACT PAYMENTS FOR ALL PHYSICIAN POSITIONS AND USES COMPARATIVE DATA FROM OTHER MEDICAL SPECIALTY SOCIETIES IN THEIR ANALYSIS. THE COMMITTEE IS RESPONSIBLE FOR THE INITIAL CONTRACT NEGOTIATION WITH A NEW CEO WITH THE ADVICE AND ASSISTANCE OF A PROFESSIONAL COMPENSATION ANALYST WHO PROVIDES COMPARATIVE DATA AND CONSULTATION. FINALLY, THE COMPENSATION COMMITTEE ANNUALLY REVIEWS THE PERFORMANCE OF THE CEO TO DETERMINE THE ANNUAL PERFORMANCE BONUS- WHICH IS LIMITED TO A MAXIMUM OF 15% OF HIS SALARY PER CONTRACT. | FORM 990, PART VI, SECTION B, LINE 15 | |
| THE CONFLICT OF INTEREST POLICY, AS WELL AS OTHER POLICY STATEMENTS FOR ACADEMY LEADERS ARE AVAILABLE ON OUR WEB-SITE. CONSOLIDATED AUDITED FINANCIAL STATEMENTS ARE PUBLISHED EVERY FALL IN THE JOURNAL OF OPHTHALMOLOGY AND ARE AVAILABLE TO THE GENERAL PUBLIC UPON REQUEST. THE BYLAWS ARE GIVEN TO ALL 23,000 MEMBERS WHEN THEY JOIN THE ACADEMY BUT ARE NOT MADE AVAILABLE TO THE GENERAL PUBLIC. | FORM 990, PART VI, SECTION C, LINE 19 | |
| CHANGES IN NET ASSETS OR FUND BALANCES: | NET UNREALIZED GAINS ON INVESTMENTS: 865,122. | FORM 990, PART XI, LINE 5: |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII (2 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Public Charity StatusPublicCharityStatus | Direct Controlling Entity NADirectControllingEntityNA | Controlled OrgControlledOrg |
|---|---|---|---|---|---|---|---|---|---|---|
| FOUNDATION OF THE AMERICAN ACADEMY OF OPHTHALMOLOGY | ||||||||||
| 655 BEACH STREET | SAN FRANCISCO | CA | 94109 | 942682387 | SUPPORT CHARITABLE MISSION OF AMERICAN ACADEMY OF OPHTHALMOLOGY | CA | 501(C)(3) | 11, TYPE II | N/A | 1 |
| AMERICAN ACADEMY OF OPHTHALMOLOGY CHARITABLE EDUCATIONAL & SCIENTIFIC FUND | ||||||||||
| 655 BEACH STREET | SAN FRANCISCO | CA | 94109 | 411865087 | SUPPORT CHARITABLE MISSION OF AMERICAN ACADEMY OF OPHTHALMOLOGY | CA | 501(C)(3) | 11, TYPE II | N/A | 1 |
Form990 Schedule R Part IV Form990ScheduleRPartIV
Name Of Related Org NameOfRelatedOrg
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ACADEMY SERVICES INC AND SUBSIDIARY | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 655 BEACH STREET | AddressLine1 |
| City | SAN FRANCISCO | City |
| State | CA | State |
| ZIP Code | 94109 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 942960420 | EIN |
| Primary Activity | MANAGEMENT | PrimaryActivity |
| Legal Domicile State | CA | LegalDomicileState |
| Direct Controlling Entity NA | N/A | DirectControllingEntityNA |
| Type Of Entity | C | TypeOfEntity |
| Share Of Total Income | 1814619 | ShareOfTotalIncome |
| Share Of EOY Assets | 472950 | ShareOfEOYAssets |
| Percentage Ownership | 1.00000 | PercentageOwnership |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 1 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 1 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 1 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 0 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 1 | SharingOfFacilities |
| Sharing Of Paid Employees | 1 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (4 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved | Method Of Amt DeterminationMethodOfAmtDetermination |
|---|---|---|
| FOUNDATION OF THE AMERICAN ACADEMY OF OPHTHALMOLOGY | ||
| C | 2971363 | ACTUAL |
| FOUNDATION OF THE AMERICAN ACADEMY OF OPHTHALMOLOGY | ||
| B | 3000000 | ACTUAL |
| FOUNDATION OF THE AMERICAN ACADEMY OF OPHTHALMOLOGY | ||
| J | 1175007 | ACTUAL |
| FOUNDATION OF THE AMERICAN ACADEMY OF OPHTHALMOLOGY | ||
| N | 604518 | ACTUAL |
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