2024-09-10T16:17:52-05:00 2023-12-31 910189318 MOSS ADAMS LLP 101 SECOND STREET SUITE 900 SAN FRANCISCO CA 94105 990 2023-01-01 411235482 AMERICAN OPHTHALMOLOGICAL SOCIETY AMER 4155618578 655 BEACH STREET SAN FRANCISCO CA 94109 DAVID WILSON MD EXECUTIVE VICE PRESIDENT 4155618578 2024-09-10 1 0 MICHAEL LUMSDEN P01262236 4159561500 2024-09-10 2023 2024-08-08 14:25:15Z JULIA HALLER MD 655 BEACH STREET SAN FRANCISCO CA 94109 268511 0 X WWW.AOSONLINE.ORG X 1864 MN PROFESSIONAL ORGANIZATION FORMED PRIMARILY TO PROMOTE OPHTHALMOLOGIC EDUCATION AND RESEARCH. 7 6 0 100 0 0 0 0 187060 204483 29175 40005 0 0 216235 244488 588 322 0 0 48970 47500 0 0 0 536990 517430 586548 565252 -370313 -320764 971150 1016719 2326693 2632528 -1355543 -1615809 X THE MISSION OF THE AMERICAN OPHTHALMOLOGICAL SOCIETY IS TO PROMOTE EXCELLENCE IN PATIENT CARE, EDUCATION AND RESEARCH, TO ADDRESS ESSENTIAL ISSUES IN MEDICINE, AND TO ADVANCE THE ART AND SCIENCE OF OPHTHALMOLOGY. 0 0 346518 0 88618 THE AMERICAN OPHTHALMOLOGICAL SOCIETY IS A PROFESSIONAL ORGANIZATION FORMED PRIMARILY TO PROMOTE OPHTHALMOLOGICAL EDUCATION, RESEARCH, AND THE ART AND SCIENCE OF OPHTHALMOLOGY. 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. THE 2023 ANNUAL MEETING WAS HELD MAY 18-20, 2023 IN ASHEVILLE, NORTH CAROLINA. 37030 0 0 OTHER PROGRAM SERVICE ACTIVITIES INCLUDES COUNCIL MEETINGS (WHICH MEETS TWICE A YEAR TO DISCUSS, MAKE DECISIONS, AND CONDUCT BUSINESS REGARDING THE AOS). 4482 0 0 OTHER PROGRAMS INCLUDE THE KENNEDY-SNELL FUND (WHICH WAS ESTABLISHED FOR THE ADVANCEMENT OF OPHTHALMIC SCIENCE AND ART). 322 322 115865 OTHER PROGRAM SERVICES INCLUDE GRANTS TO OUTSIDE ORGANIZATIONS AS WELL AS MEMBERSHIP DUES ADMINISTRATION. 322 322 115865 388352 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 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 1 0 0 1 5 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 7 6 0 1 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 0 0 0 CA MN X WAJHMA ABOUD 4155618568 655 BEACH STREET SAN FRANCISCO CA 94109 DAVID J WILSON MD EXECUTIVE VP / EDITOR 1.00 2.00 X X 50000 0 0 MARCO A ZARBIN MD PHD PRESIDENT THROUGH 5/2023 1.00 2.00 X X 0 0 0 TIMOTHY W OLSEN MD PRESIDENT START 5/2023 1.00 2.00 X X 0 0 0 WILLIAM F MIELER MD FACS FARVO COUNCIL CHAIR THROUGH 5/2023 1.00 2.00 X X 0 0 0 PRESTON H BLOMQUIST MD COUNCIL CHAIR START 5/2023 1.00 2.00 X X 0 0 0 EMILY Y CHEW MD COUNCIL MEMBER 1.00 2.00 X 0 0 0 MARY E HARTNETT MD COUNCIL MEMBER 1.00 2.00 X 0 0 0 PETER A NETLAND MD PHD COUNCIL MEMBER START 5/2023 1.00 2.00 X 0 0 0 DAVID K WALLACE MD MPH COUNCIL MEMBER 1.00 2.00 X 0 0 0 50000 0 0 0 0 0 0 OMNI GROVE PARK INN 250 MACON AVE ASHEVILLE NC 28804 ANNUAL MEETING FACILITY SERVICES 197555 SF-ASSOCIATION MANAGEMENT SERVICES 655 BEACH STREET SAN FRANCISCO CA 94109 MANAGEMENT SERVICES 172977 2 MEMBERSHIP DUES 541900 114395 114395 REGISTRATION FEES 541900 88618 88618 INITITION FEES 541900 1430 1430 OTHER ANNUAL MEETING REVENUE 541900 40 40 204483 20947 20947 43081 24023 19058 19058 19058 244488 204483 0 40005 322 322 47500 5000 42500 164328 51893 112435 9375 9375 2077 2077 4482 4482 10164 2972 7192 21918 21918 296686 296686 2159 2159 PRINTING & PUBLICATIONS 5991 5079 912 DUES & SUBSCRIPTIONS 250 250 565252 388352 176900 0 130996 90281 114654 102512 725500 823926 971150 1016719 6297 3223 190430 145363 46970 51695 2082996 2432247 2326693 2632528 X -1612229 -1916776 256686 300967 -1355543 -1615809 971150 1016719 -320764 60498 0 X 0 1 X 1 0 X 5000 5000 195960 107750 115520 187060 204483 810773 200960 107750 115520 187060 204483 815773 8005 4050 4050 12100 1025 29230 0 8005 4050 4050 12100 1025 29230 786543 18538 15754 19094 18172 20947 92505 18538 15754 19094 18172 20947 92505 219498 123504 134614 205232 225430 908278 0.86600 0.85970 0.10180 0.09790 X 571502 1430 96274 4482 664724 695872 1430 -121325 4475 571502 627756 1560 69142 2586 695872 548474 1170 82201 4089 627756 458693 7600 94671 12490 548474 0.54723 0.08500 0.36777 0 0 0 DUE TO RELATED ORGANIZATIONS 2432247 2432247 PART V, LINE 4: THE EARNINGS FROM THE ORGANIZATION'S ENDOWMENT FUNDS ARE USED PRIMARILY FOR THREE PURPOSES: (I) THE HOWE MEDAL ENDOWMENT FUND IS USED TO DEFRAY THE EXPENSES OF AWARDING THE HOWE MEDAL; (II) THE VERHOEFF LECTURE ENDOWMENT FUND IS USED TO DEFRAY THE EXPENSES OF THE VERHOEFF LECTURES; AND (III) THE KENNEDY-SNELL ENDOWMENT FUND SHALL BE EMPLOYED FOR THE ADVANCEMENT OF OPHTHALMIC SCIENCE AND ART. THE BOARD-DESIGNATED ENDOWMENT FUND SHALL BE USED TO SUPPORT THE MISSION OF AOS. 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. PAYMENTS TO SF-AMS DURING THE 2023 CALENDAR YEAR TOTALED $172,977. FORM 990, PART VI, SECTION A, LINE 6 THE AMERICAN OPHTHALMOLOGICAL SOCIETY (AOS) HAS ONE CLASS OF MEMBERS WHO, PURSUANT TO THE AOS GOVERNING DOCUMENTS, HAS THE RIGHT TO PARTICIPATE IN THE ORGANIZATION'S GOVERNANCE: ACTIVE MEMBERS. ACTIVE MEMBERS ARE GRADUATES IN MEDICINE IN GOOD PROFESSIONAL STANDING, AS EVIDENCED BY AN UNRESTRICTED LICENSE TO PRACTICE MEDICINE IN ALL JURISDICTIONS IN WHICH THEY ARE LICENSED, UNLESS THE MEMBER IS RETIRED FROM MEDICAL PRACTICE. FORM 990, PART VI, SECTION A, LINE 7A THE ACTIVE MEMBERSHIP IN ATTENDANCE AT THE ANNUAL MEETING VOTES AND ELECTS THE GOVERNING BODY FROM A POOL OF CANDIDATES PUT FORTH BY THE AOS COUNCIL EVERY YEAR DURING THE ANNUAL MEETING IN MAY. 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 FINANCE AND ACCOUNTING STAFF OF THE ORGANIZATION'S MANAGEMENT COMPANY, 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 AOS HAS A PROFOUND DUTY TO ITS MEMBERS, THE LARGER MEDICAL COMMUNITY, AND THE PUBLIC TO ENSURE THE INTEGRITY OF ITS SCIENTIFIC, EDUCATIONAL, AND CONSUMER INFORMATION ACTIVITIES AND MATERIALS. THUS, EACH AOS COUNCIL MEMBER AND OFFICER IS REQUIRED TO DISCLOSE AND MANAGE CONFLICT OF INTEREST OR THE APPEARANCE OF CONFLICTS OF INTEREST THAT AFFECT THIS INTEGRITY. ALL AOS LEADERS MUST DISCLOSE SIGNIFICANT FINANCIAL RELATIONSHIPS TO AOS ANNUALLY. WHERE SUCH CONFLICTS OR PERCEIVED CONFLICTS EXIST, THEY MUST BE APPROPRIATELY AND FULLY DISCLOSED AND RESOLVED. AOS HAS DETERMINED THAT A FINANCIAL RELATIONSHIP SHOULD NOT RESTRICT EXPERT SCIENTIFIC, CLINICAL, OR NON-CLINICAL CONTRIBUTIONS TO AOS'S ACTIVITIES PROVIDED THAT APPROPRIATE DISCLOSURE OF SUCH RELATIONSHIPS IS MADE. SIMILARLY, IT SHOULD NOT RESTRICT PARTICIPATION IN AOS LEADERSHIP AND GOVERNANCE, SO LONG AS APPROPRIATE DISCLOSURE IS MADE. 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. AOS CHARITABLE EDUCATIONAL AND SCIENTIFIC FUND 655 BEACH STREET SAN FRANCISCO CA 94109 411872794 SUPPORT OF AOS MN 501(C)(3) LINE 12A, I AMERICAN OPHTHALMOLOGICAL SOCIETY 1 HERMAN KNAPP TESTIMONIAL FUND 655 BEACH STREET SAN FRANCISCO CA 94109 046042338 SUPPORT OF AOS MD 501(C)(3) LINE 12A, I AMERICAN OPHTHALMOLOGICAL SOCIETY 1 0 0 0 0 1 0 0 0 0 0 0 0 1 1 0 0 0 0 0 HERMAN KNAPP TESTIMONIAL FUND E 2202025 BOOK VALUE AOS CHARITABLE EDUCATIONAL AND SCIENTIFIC FUND E 230222 BOOK VALUE