2023-11-15T08:20:47-06:00 2022-12-31 161710665 STEPHANO SLACK LLC 125 STRAFFORD AVE STE 200 WAYNE PA 19087 990 2022-01-01 237055681 RETINA SOCIETY INC RETI 6172278767 PO BOX 6305 BOSTON MA 02114 DAVID N ZACKS MD TREASURER 6172278767 2023-11-13 1 DAVID ZACKS MD 999009999 0 MICHAEL J STEPHANO P00446686 6106871600 2023-11-01 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z JEFFREY S HEIER MD PO BOX 6305 BOSTON MA 02114 1568033 0 X WWW.RETINASOCIETY.ORG X 1968 MA THE SOCIETY EXISTS TO PROVIDE EDUCATIONAL ADVANCEMENT IN OPHTHALMOLOGY. 7 7 1 7 0 0 301027 297505 942256 1203946 204883 66582 0 0 1448166 1568033 85250 158400 0 0 95442 99815 0 0 0 916214 1106243 1096906 1364458 351260 203575 4396793 4100246 44150 67166 4352643 4033080 THE SOCIETY EXISTS TO PROVIDE EDUCATIONAL ADVANCEMENT IN OPHTHALMOLOGY. 0 0 1178306 158400 1203946 THE ORGANIZATION EDUCATED PARTICIPANTS IN THE ADVANCEMENT OF OPHTHALMOLOGY. 1178306 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 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 0 0 0 0 1 4 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 X 7 7 0 0 0 0 1 1 0 1 1 0 0 1 1 1 1 0 0 0 0 0 MA X JUDY CERONE KEENAN 6172278767 50 STANIFORD ST 7TH FLOOR BOSTON MA 02114 X JEFFREY S HEIER MD PRESIDENT 5.00 X X 0 0 0 JENIFER LIM MD VICE PRESIDENT 5.00 X X 0 0 0 ANTONIO CAPONE JR MD SECRETARY 5.00 X X 0 0 0 DAVID N ZACKS MD TREASURER 5.00 X X 0 0 0 ALLEN C HO MD IMMEDIATE PAST PRESIDENT 5.00 X 0 0 0 CYNTHIA TOTH MD MEMBER AT LARGE 5.00 X 0 0 0 CARL REGILLO MD MEMBER AT LARGE 5.00 X 0 0 0 0 0 0 0 0 0 0 0 211755 85750 297505 ANNUAL MEETING 621300 1106849 1106849 JOINT AAO EVENTS 621300 97097 97097 1203946 53075 53075 13507 0 13507 13507 13507 1568033 1203946 0 66582 158400 158400 84148 33659 50489 9000 3600 5400 6667 2667 4000 25085 25085 808 808 50237 50237 19243 19243 11868 11868 979980 979980 8123 8123 BANK CHARGES 5646 5646 MISCELLANEOUS 5253 5253 1364458 1178306 186152 0 952012 1016293 199330 199620 4925 9750 155000 205000 48736 8123 0 40613 3085526 2628970 4396793 4100246 44150 67166 44150 67166 X 4285543 4005230 67100 27850 4352643 4033080 4396793 4100246 203575 -523138 0 X X 0 1 X 1 0 X 304355 316668 210435 301027 297505 1429990 865700 829483 390170 942256 1203946 4231555 1170055 1146151 600605 1243283 1501451 5661545 0 0 0 5661545 55496 64101 54698 204883 66582 445760 55496 64101 54698 204883 66582 445760 1225551 1210252 655303 1448166 1568033 6107305 0.92700 0.92600 0.07300 0.07400 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 48736 8123 40613 40613 X 1568033 0 1568033 0 1568033 1887596 523138 523138 1364458 0 1364458 PART X, LINE 2: THE RETINA SOCIETY IS AN ORGANIZATION EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. FOR THE YEAR ENDED DECEMBER 31, 2022, THE SOCIETY DID NOT IDENTIFY ANY UNCERTAIN TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN AN INFORAMTION RETURN WHICH WOULD REQUIRE ADJUSTMENT TO OR DISCLOSE IN ITS FINANCIAL STATEMENTS. THE SOCIETY BELIEVES IT HAS NOT ENGAGED IN ANY ACTIVITIES FOR WHICH ITS TAX-EXEMPT STATUS WOULD NOT BE SUSTAINED UNDER EXMINATION. THE SOCIETY IS POTENTIALLY SUBJECT TO FEDERAL EXAMINATIONS FOR THE THREE YEARS. 1 AMERICAN ACADEMY OF OPTHALMOLOGY 655 BEACH ST SAN FRANCISCO CA 94109 411336784 501(C)(6) 25000 0 SURGICAL SCOPE FUND UC REGENTS 1111 FRANKLIN ST 12TH FLOOR OAKLAND CA 94607 501(C)(3) 6250 0 GENERAL SUPPORT REGENTS UNIVERSITY OF MICHIGAN 1109 GEDDES AVE SUITE 3300 ANN ARBOR MI 48109 501(C)(3) 6250 0 GENERAL SUPPORT JOHN HOPKINS UNIVERSITY 3400 N CHARLES ST BALTIMORE MD 21218 520595110 501(C)(3) 37500 0 GENERAL SUPPORT WASHINGTON UNIVERSITY 1 BROOKINGS DR SAINT LOUIS MO 63130 430653611 501(C)(3) 37500 0 GENERAL SUPPORT WILLS EYE FOUNDATION 840 WALNUT ST PHILADELPHIA PA 19107 501(C)(3) 37500 0 GENERAL SUPPORT PART I, LINE 2: THE ORGANIZATION DOES NOT MAKE GRANTS, ONLY CONTRIBUTIONS AND HONORARIUMS. THE HONORARIUMS ARE AWARDS AND FELLOWSHIPS GIVEN TO THREE ACTIVE MEMBERS OF THE ORGANIZATION EACH YEAR AT THE ANNUAL MEETING. THE INDIVIDUALS SUBMIT AN APPLICATION FOR THE AWARD AND FELLOWSHIPS AND AN AWARDS COMMITTEE EVALUATES THE APPLICATION AND CHOOSES THE RECIPIENTS. FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION HAS ACTIVE MEMBERS, ASSOCIATE MEMBERS, CORRESPONDING MEMBERS, AND EMERITUS MEMBERS. ACTIVE MEMBERS ARE LIMITED TO PRACTICING PHYSICIANS IN THE UNITED STATES AND CANADA WHO: 1. HAVE BEEN CERTIFIED BY THE AMERICAN BOARD OF OPHTHALMOLOGY OR WHO HAVE BEEN CERTIFIED BY OR ARE FELLOWS OF THE ROYAL COLLEGE OF SURGEONS (CANADA) IN OPHTHALMOLOGY AND 2. HAVE COMPLETED AT LEAST ONE YEAR OF FELLOWSHIP TRAINING IN DISEASES OF THE RETINA AND/OR VITREOUS AND BEEN CERTIFIED BY THE DIRECTOR OF THE FELLOWSHIP PROGRAM AND 3. HAVE COMPLETED AT LEAST THREE YEARS OF ACTIVE CLINICAL PRACTICE PRIMARILY IN THE AREA OF DISEASE OF THE RETINA AND/OR VITREOUS AFTER COMPLETION OF THE FELLOWSHIP. ASSOCIATE MEMBERS ARE LIMITED TO PERSONS, OTHER THAN PRACTICING PHYSICIANS, WHOSE PRIMARY INTEREST IS THE BASIC SCIENTIFIC DISCIPLINES RELATED TO THE STUDY OF THE RETINA AND ITS DISEASES. CORRESPONDING MEMBERS ARE LIMITED TO PRACTICING PHYSICIANS OUTSIDE THE UNITED STATES AND CANADA WHO ARE ENGAGED PRIMARILY IN THE DIAGNOSIS, CARE, AND TREATMENT OF PERSONS SUFFERING FROM DISEASE AND INJURIES TO THE RETINA. EMERITUS MEMEBERS ARE MEMBERS OF ALL OTHER CLASSES WHO HAVE REACHED THE AGE OF SIXTY-FIVE OR WHO HAVE BEEN MEMBERS FOR TWENTY-FIVE YEARS, WHICHEVER OCCURS FIRST, AND SHALL HAVE THE OPTION OF BECOMING AN EMERITUS MEMBER BY NOTIFYING THE EXECUTIVE COMMITTEE IN WRITING. EACH ACTIVE MEMBER OF THE ORGANIZATION, BUT NO OTHER MEMBERS, ARE ENTITLED TO ONE VOTE AT ANY MEETING OF THE MEMBERS OF THE ORGANIZATION. ASSOCIATE, CORRESPONDING, AND EMERITUS MEMEBERS EXERCISE ALL OF THE RIGHTS AND ENJOY ALL OF THE PRIVILEGES OF ACTIVE MEMBERS EXCEPT THE RIGHT TO VOTE AND THE RIGHT TO HOLD OFFICE AND MEMBERSHIP COMMITTEES. FORM 990, PART VI, SECTION A, LINE 7A EACH ACTIVE MEMBER OF THE ORGANIZATION, BUT NO OTHER MEMBERS, ARE ENTITLED TO ONE VOTE AT ANY MEETING OF THE MEMBERS OF THE ORGANIZATION. FORM 990, PART VI, SECTION B, LINE 11B A COPY OF THE ENTIRE FORM 990 IS PROVIDED TO ALL MEMBERS OF THE GOVERNING BODY PRIOR TO FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION ADOPTED A CONFLICT OF INTEREST POLICY DURING MARCH 2016. THE POLICY REQUIRES ALL OFFICERS, DIRECTORS, AND KEY EMPLOYEES TO DISCLOSE ALL CONFLICTS OF INTEREST AS THEY ARISE AND TO ANNUALLY SIGN A CONFLICT OF INTEREST DISCLOSURE FORM AT THE WINTER EXECUTIVE COMMITTEE MEETING. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART XII, LINE 2C: NO CHANGES FROM THE PRIOR YEAR.