2023-12-20T14:14:20-06:00 2022-12-31 411360831 OLSEN THIELEN & CO LTD 2675 LONG LAKE ROAD ROSEVILLE MN 551131117 990 2022-01-01 237393638 THE AMERICAN ASSOCIATION FOR PEDIATRIC OPHTHALMOLOGY AND STRABISMUS AMER 9526462045 1935 COUNTY ROAD B2 W 165 ROSEVILLE MN 55113 CHRISTIE L MORSE MD EXECUTIVE VICE PRESIDENT 9526462045 2023-12-14 1 CHRISTIE MORSE MD 999009999 1 RYAN VETTRUS CPA P01243596 6514834521 0 AAL1 IAL1 2022 2023-04-26 12:10:37Z ROBERT S GOLD MD 1935 COUNTY ROAD B2 W 165 ROSEVILLE MN 55113 2045683 0 X WWW.AAPOS.ORG X 1974 DC ENHANCE THE QUALITY OF PEDIATRIC EYE CARE AND SUPPORT ADVANCEMENTS IN PEDIATRIC OPHTHALMOLOGY. 11 11 0 100 0 0 50609 88645 1039454 1619250 99504 115788 118392 222000 1307959 2045683 121131 53971 0 0 85000 101522 0 0 0 868647 1904109 1074778 2059602 233181 -13919 3993460 4251490 411054 1115938 3582406 3135552 THE MISSION OF THE AMERICAN ASSOCIATION FOR PEDIATRIC OPHTHALMOLOGY AND STRABISMUS (AAPOS) IS TO IDENTIFY AND PROMOTE THE HIGHEST QUALITY MEDICAL AND SURGICAL EYE CARE WORLDWIDE FOR ALL CHILDREN, AND FOR ADULTS WITH EYE MISALIGNMENT. 0 0 864569 27971 804080 ANNUAL MEETING: THE AMERICAN ASSOCIATION FOR PEDIATRIC OPHTHALMOLOGY AND STRABISMUS (AAPOS) PRODUCES AN ANNUAL MEETING. THIS FORUM PROVIDES A VENUE FOR THE EXCHANGE OF IDEAS AND INFORMATION. THE ANNUAL MEETING ATTRACTS AN AVERAGE OF 1,070 PROFESSIONALS IN THE FIELD OF PEDIATRIC OPHTHALMOLOGY. 247922 0 94948 JAAPOS:JOURNAL OF AAPOS PRESENTS EXPERT INFORMATION ON CHILDREN'S EYE DISEASES, AND ON STRABISMUS AS IT IMPACTS ALL AGE GROUPS. MAJOR ARTICLES BY LEADING EXPERTS IN THE FIELD COVER CLINICAL AND INVESTIGATIVE STUDIES, TREATMENTS, CASE REPORTS, SURGICAL TECHNIQUES, DESCRIPTIONS OF INSTRUMENTATION, CURRENT CONCEPT REVIEWS, AND NEW DIAGNOSTIC TECHNIQUES. THE JOURNAL IS THE OFFICIAL PUBLICATION OF AAPOS. 227528 26000 720222 ALL OTHER PROGRAMS INCLUDE THE PROGRAM COMMITTEE, WHICH DEVELOPS CONTENTS FOR LECTURERS AND WORKSHOPS AT THE ANNUAL MEETING, AS WELL AS MEMBERSHIP DUES ADMINISTRATION. 1340019 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 15 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 11 11 0 1 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 0 0 0 CA X GLOBAL MANAGEMENT PARTNERS LLC 9526462045 1935 COUNTY ROAD B2 W 165 ROSEVILLE MN 55113 CHRISTIE L MORSE MD EXECUTIVE VICE PRESIDENT 20.00 1.00 X 101522 0 0 OSCAR A CRUZ MD PRESIDENT THRU JUNE, PAST PRESIDENT 1.00 1.00 X X 0 0 0 ROBERT S GOLD MD VICE PRESIDENT THRU JUNE, PRESIDENT 1.00 1.00 X X 0 0 0 DEBORAH M ALCORN MD VICE PRESIDENT ELECT THRU JUNE, VP 1.00 1.00 X X 0 0 0 SEAN P DONAHUE MD VICE PRESIDENT ELECT BEGINNING JULY 1.00 1.00 X X 0 0 0 ERIC A LICHTENSTEIN MD SECRETARY-TREASURER THRU JUNE 1.00 1.00 X X 0 0 0 BARRY N WASSERMAN MD SECRETARY-TREASURER BEGINNING JULY 1.00 1.00 X X 0 0 0 KATHERINE A LEE MD PHD PAST PRESIDENT THRU JUNE 1.00 1.00 X X 0 0 0 DAVID K WALLACE MD MPH SECRETARY FOR PROGRAM 1.00 1.00 X X 0 0 0 YASMIN S BRADFIELD MD DIRECTOR-AT-LARGE 1.00 1.00 X 0 0 0 CATHERINE O JORDAN MD DIRECTOR-AT-LARGE BEGINNING JULY 1.00 1.00 X 0 0 0 MARY A O'HARA MD DIRECTOR-AT-LARGE THRU JUNE 1.00 1.00 X 0 0 0 TINA RUTAR MD DIRECTOR-AT-LARGE 1.00 1.00 X 0 0 0 DOROTHY WEINSTEIN PUBLIC DIRECTOR-AT-LARGE BEGINNING 11/1 1.00 1.00 X 0 0 0 DEREK T SPRUNGER MD CEF OF AAPOS ADVISORY BOARD CHAIRMAN THRU JUNE 1.00 1.00 X 0 0 0 PAMELA E WILLIAMS MD CEF OF AAPOS ADVISORY BOARD CHAIRMAN BEGINNING JUL 1.00 1.00 X 0 0 0 STACY J KRUGER MD COUNCILOR TO AAO 1.00 1.00 X 0 0 0 SCOTT A LARSON MD COUNCILOR TO AAO 1.00 1.00 X 0 0 0 DANIELLE BOGERT MCKAY EXECUTIVE DIRECTOR 40.00 0.00 X 0 0 0 101522 0 0 1 0 0 0 GLOBAL MANAGEMENT PARTNERS LLC 1935 COUNTY ROAD B2 W STE 165 ROSEVILLE MN 55113 MANGAGEMENT SERVICES 601700 1 88645 88645 MEMBERSHIP DUES 541900 667354 667354 ANNUAL MEETING 541900 604620 604620 EXHIBITOR FEES 541900 199460 199460 JAAPOS EDITORIAL STIPE 541900 94948 94948 OTHER PROGRAM REVENUE 541900 52868 52868 1619250 110982 110982 47000 47000 4806 0 4806 4806 4806 CONTRACT MANAGEMENT 900099 174200 174200 MAILING LIST REVENUE 900099 800 800 175000 2045683 1619250 0 337788 53971 53971 101522 101522 601700 601700 2362 2362 15307 15307 16361 16361 125414 125414 60553 60553 43421 43421 817834 817834 8442 8442 DUES AND SUBSCRIPTIONS 126510 126510 COMMITTEE AND BOARD FEE 74201 74201 PRINTING/PUBLICATION 12004 12004 2059602 1340019 719583 0 445521 1171698 50680 450369 0 0 28233 0 508154 2536 2960872 2626887 3993460 4251490 94153 16543 316901 1099395 411054 1115938 X 3523980 3091751 58426 43801 3582406 3135552 3993460 4251490 -13919 -432935 0 X X 0 1 X 1 0 X 81316 41179 76934 50609 88645 338683 1651089 1692104 810225 1039454 1619250 6812122 1732405 1733283 887159 1090063 1707895 7150805 48920 18455 52350 33650 28300 181675 69635 69840 146691 146183 432349 118555 88295 199041 179833 28300 614024 6536781 175057 142700 121541 140281 157982 737561 175057 142700 121541 140281 157982 737561 700 40050 32300 41600 175000 289650 1908162 1916033 1041000 1271944 2040877 8178016 0.79930 0.80200 0.09020 0.09390 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: MISCELLANEOUS REVENUE - 2018 AMOUNT: $ 700. 2019 AMOUNT: $ 40,050. 2020 AMOUNT: $ 32,300. 2021 AMOUNT: $ 41,600. 2022 AMOUNT: $ 800. CONTRACT MANAGEMENT FEE - 2022 AMOUNT: $ 174,200. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 X 1596387 -432935 -432935 2029322 16361 16361 2045683 2043241 0 2043241 16361 16361 2059602 PART X, LINE 2: THE ORGANIZATION IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THE SOCIETY IS ALSO EXEMPT FROM STATE INCOME TAXES. THE ORGANIZATION REVIEWS INCOME TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN INCOME TAX RETURNS TO DETERMINE IF THERE ARE ANY INCOME TAX UNCERTAINTIES. THIS INCLUDES POSITIONS THAT THE ENTITY IS EXEMPT FROM INCOME TAXES OR NOT SUBJECT TO INCOME TAXES ON UNRELATED BUSINESS INCOME. THE ORGANIZATION RECOGNIZES TAX BENEFITS FROM UNCERTAIN TAX POSITIONS ONLY IF IT IS MORE LIKELY THAN NOT THAT THE TAX POSITIONS WILL BE SUSTAINED ON EXAMINATION BY TAXING AUTHORITIES, BASED ON THE TECHNICAL MERITS OF THE POSITIONS. THE ORGANIZATION HAS IDENTIFIED NO SIGNIFICANT INCOME TAX UNCERTAINTIES. THE ORGANIZATION FILES INFORMATION RETURNS AS A TAX-EXEMPT ORGANIZATION. SHOULD THAT STATUS BE CHALLENGED IN THE FUTURE, ALL YEARS SINCE INCEPTION COULD BE SUBJECT TO REVIEW BY THE IRS. 1 AMERICAN ACADEMY OF OPHTHALMOLOGY 655 BEACH STREET SAN FRANCISCO CA 94109 411336784 501(C)(6) 10000 0 SURGICAL SCOPE FUND. 0 1 PART I, LINE 2: THE ORGANIZATION'S MEMBERS ARE INTIMATELY INVOLVED WITH THE WORK OF GRANT RECIPIENTS. THE USE OF GRANTED FUNDS IS MONITORED BY WITNESSING THE WORK OF THE RECIPIENTS. FORM 990, PART VI, SECTION A, LINE 3 THE ORGANIZATION HAS CONTRACTED WITH GLOBAL MANAGEMENT PARTNERS, LLC OF ROSEVILLE, MN TO PROVIDE MANAGEMENT SERVICES TO THE ORGANIZATION. THE ORGANIZATION PAID $601,700 TO GLOBAL MANAGEMENT PARTNERS, LLC IN MANAGEMENT FEES DURING 2022. FORM 990, PART VI, SECTION A, LINE 6 AAPOS HAS TWO CLASSES OF MEMBERS WHO, PURSUANT TO THE AAPOS' GOVERNING DOCUMENTS, HAS THE RIGHT TO PARTICIPATE IN THE ORGANIZATION'S GOVERNANCE: CHARTER MEMBERS AND ACTIVE MEMBERS. CHARTER MEMBERS ARE OPHTHALMOLOGISTS WHO JOINED AAPOS AT THE TIME OF THE FOUNDING OF THE ASSOCIATION AND WHO ERE ACTIVELY ENGAGED IN INSTRUCTION, RESEARCH, OR PATIENT CARE IN THE FIELD OF PEDIATRIC OPHTHALMOLOGY OR STRABISMUS. ACTIVE MEMBERS ARE: (I) PHYSICIANS LICENSED TO PRACTICE MEDICINE AND SURGERY, RESIDING AND ACTIVELY PRACTICING IN THE UNITED STATES OR IN CANADA; (II) ARE CERTIFIED IN OPHTHALMOLOGY BY EITHER THE AMERICAN BOARD OF OPHTHALMOLOGY, THE AMERICAN OSTEOPATHIC ASSOCIATION, OR BY THE ROYAL COLLEGE OF PHYSICIANS AND SURGEONS OF CANADA; (III) IS IN GOOD STANDING AS AN ACTIVE FELLOW OF EITHER THE AMERICAN ACADEMY OF OPHTHALMOLOGY, THE AMERICAN OSTEOPATHIC COLLEGE, OR AN ACTIVE MEMBER OF THE CANADIAN OPHTHALMOLOGICAL SOCIETY; (IV) HAS COMPLETED ONE YEAR OF FELLOWSHIP TRAINING IN PEDIATRIC AND/OR STRABISMUS UNDER THE DIRECTION OF AN AAPOS MEMBER, OR WHO HAS SATISFACTORILY COMPLETED AN AAPOS APPROVED FELLOWSHIP PROGRAM, OR WHO HAS SATISFACTORILY COMPLETED AN ASSOCIATION OF UNIVERSITY PROFESSORS IN OPHTHALMOLOGY FELLOWSHIP COMPLIANCE COMMITTEE COMPLIANT FELLOWSHIP; (V) HAS COMPLETED ONE YEAR OF PRACTICE IN PEDIATRIC OPHTHALMOLOGY AND/OR STRABISMUS; AND (VI) WHOSE CURRENT PRACTICE CONSISTS OF AT LEAST 75% PEDIATRIC OPHTHALMOLOGY AND/OR STRABISMUS. IN ADDITION, THE FORM 990 INSTRUCTIONS DEFINE A "MEMBER" AS ANY PERSON, INCLUDING A CORPORATION OR OTHER LEGAL ENTITY, WITH THE RIGHT TO PARTICIPATE IN THE ORGANIZATION'S GOVERNANCE, INCLUDING ELECTING MEMBERS OF THE GOVERNING BODY. ACCORDINGLY, CHILDREN'S EYE FOUNDATION, THE FOUNDATION OF AAPOS (CEF/FAAPOS), WOULD BE CONSIDERED A "MEMBER" OF THE ORGANIZATION AS THE CHAIRPERSON OF THE CEF/FAAPOS ADVISORY BOARD SERVES AS A VOTING MEMBER OF THE AAPOS BOARD OF DIRECTORS. FORM 990, PART VI, SECTION A, LINE 7A ALL BOARD MEMBERS, OTHER THAN THE CEF/FAAPOS APPOINTEE, ARE ELECTED BY CHARTER MEMBERS AND ACTIVE MEMBERS; EACH HAS THE RIGHT TO CAST ONE VOTE FOR THE BOARD MEMBER OF THEIR CHOICE. CEF/FAAPOS HAS THE POWER TO APPOINT ONE MEMBER TO THE GOVERNING BODY, DESIGNATED BY THE INDIVIDUAL SERVING AS THE CHAIRPERSON OF THE CEF/FAAPOS ADVISORY BOARD. 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 11B THE FORM 990 IS PREPARED BY AN OUTSIDE TAX PROFESSIONAL. THE FORM IS THEN REVIEWED BY THE ORGANIZATION'S FINANCE AND ACCOUNTING STAFF, WITH QUESTIONS REFERRED TO THE OUTSIDE TAX PROFESSIONAL. AFTER A FULL REVIEW (WITH MODIFICATIONS WHERE NECESSARY), THE FINAL VERSION OF THE FORM 990 IS PROVIDED TO ALL MEMBERS OF THE ORGANIZATION'S VOTING GOVERNING BODY PRIOR TO FILING WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C IT IS THE POLICY OF THE BOARD OF DIRECTORS OF AAPOS THAT ITS DIRECTORS DISCLOSE AND, DEPENDING ON THE CIRCUMSTANCES, AVOID ANY AND ALL CONFLICTS OF INTEREST. A DIRECTOR HAS A CONFLICT OF INTEREST WHEN HE/SHE OR A MEMBER OF HIS/HER FAMILY HAS A RELATIONSHIP WITH OR AN INTEREST IN ANOTHER ENTITY THAT DOES BUSINESS WITH AAPOS OR IS A COMPETITOR OF AAPOS. THE CONFLICT OF INTEREST POLICY IS IMPLEMENTED AND ENFORCED SO AS TO PREVENT THE JUDGMENT OF THE BOARD FROM BEING INFLUENCED BY AN ECONOMIC RELATIONSHIP IN WHICH A DIRECTOR OR HIS/HER FAMILY IS PERSONALLY INVOLVED. DIRECTORS SATISFY TWO OBLIGATIONS IN REGARDS TO THIS CONFLICT OF INTEREST POLICY: (1) ASCERTAINING AND DISCLOSING THEIR OWN AND THEIR FAMILY'S CONFLICTS, AND (2) DETERMINING WHETHER ANOTHER INVOLVED PERSON SHOULD PARTICIPATE IN DELIBERATIONS AND/OR VOTING ON AN ISSUE WITH RESPECT TO WHICH HE/SHE HAS A CONFLICT. A DIRECTOR WILL DISCLOSE ANY CONFLICT AT BOARD MEETINGS AND RECUSE THEMSELVES IF SUCH CONFLICT EXISTS. TO ACCOMPLISH AND FULFILL THIS POLICY, ALL DIRECTORS ANNUALLY SUBMIT A DISCLOSURE STATEMENT, AND ARE RESPONSIBLE FOR UPDATING THE STATEMENT IF CHANGES OCCUR DURING THE YEAR. 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: THIS PROCESS HAS NOT CHANGED FROM PRIOR YEARS CHILDREN'S EYE FOUNDATION THE FOUNDATION OF AAPOS 1935 COUNTY ROAD B2 W SUITE 165 ROSEVILLE MN 55113 237116400 HELP CHILDREN SEE WELL, HAVE GOOD VISION FOR LIFE, AND PREVENT AMBLYOPIA DC 501(C)(3) LINE 12B, II AAPOS 1 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0