2024-09-10T16:16:19-05:00 2023-12-31 910189318 MOSS ADAMS LLP 101 SECOND STREET SUITE 900 SAN FRANCISCO CA 94105 990 2023-01-01 411872794 AMERICAN OPHTHALMOLOGICAL SOCIETY CHARITABLE EDUC AND SCIENTIFIC FUND AMER 4155618578 655 BEACH STREET SAN FRANCISCO CA 94109 DAVID WILSON MD SECRETARY-TREASURER 4155618578 2024-09-10 1 0 MICHAEL LUMSDEN P01262236 4159561500 2024-09-10 2023 2024-08-08 14:25:15Z EMILY Y CHEW MD 655 BEACH STREET SAN FRANCISCO CA 94109 108087 0 X WWW.AOSONLINE.ORG X 1997 MN THE ADVANCEMENT OF OPHTHALMOLOGY AND SUPPORT OF THE AMERICAN OPHTHALMOLOGICAL SOCIETY. 7 6 0 100 0 0 0 0 0 0 48310 68148 427 455 48737 68603 4162 0 0 0 2516 2500 0 0 0 68093 74353 74771 76853 -26034 -8250 1468067 1584420 0 0 1468067 1584420 TO SUPPORT AND BENEFIT THE CHARITABLE, EDUCATIONAL, AND SCIENTIFIC PURPOSES OF THE AMERICAN OPHTHALMOLOGICAL SOCIETY. 0 0 47630 0 0 THE AMERICAN OPHTHALMOLOGICAL SOCIETY CHARITABLE, EDUCATIONAL, AND SCIENTIFIC FUND ("AOS CES FUND") SUPPORTS THE AMERICAN OPHTHALMOLOGICAL SOCIETY THROUGH THE PUBLICATION AND DISSEMINATION OF SCIENTIFIC PAPERS AND THE TRANSACTIONS OF ITS ANNUAL SCIENTIFIC MEETING TO SHARE RECENT ADVANCES IN OPHTHALMIC EDUCATION, RESEARCH, AND THE ART AND SCIENCE OF OPHTHALMOLOGY. THE CES FUND ALSO SUPPORTS TRAVEL GRANTS FOR NON-MEMBERS WHO ARE LESS THAN 8 YEARS OUT FROM THEIR RESIDENCIES TO PARTICIPATE IN THE AOS ANNUAL MEETING; THERE WERE NO TRAVEL GRANTS AWARDED IN 2023. 47630 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 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 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 7 6 0 1 0 0 1 1 0 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 SECRETARY/TREASURER 1.00 2.00 X X 0 50000 0 WILLIAM F MIELER MD FACS FARVO PRESIDENT THROUGH 5/2023 1.00 2.00 X X 0 0 0 PRESTON H BLOMQUIST MD PRESIDENT START 5/2023 1.00 2.00 X X 0 0 0 EMILY Y CHEW MD DIRECTOR 1.00 2.00 X 0 0 0 MARY E HARTNETT MD DIRECTOR 1.00 2.00 X 0 0 0 PETER A NETLAND MD PHD DIRECTOR START 5/2023 1.00 2.00 X 0 0 0 TIMOTHY W OLSEN MD DIRECTOR START 5/2023 1.00 2.00 X 0 0 0 DAVID K WALLACE MD MPH DIRECTOR 1.00 2.00 X 0 0 0 MARCO A ZARBIN MD PHD DIRECTOR THROUGH 5/2023 1.00 2.00 X 0 0 0 0 50000 0 0 0 0 0 0 36824 36824 455 455 70808 39484 31324 31324 31324 68603 0 0 68603 X 2500 2500 8649 8649 7325 7325 4103 4103 47130 45130 2000 3496 3496 2969 2969 681 681 76853 47630 29223 0 1265549 1354198 202518 230222 1468067 1584420 0 0 X 1468067 1584420 1468067 1584420 1468067 1584420 -8250 124603 0 X 0 1 X 1 0 X X 1 AMERICAN OPHTHALMOLOGICAL SOCIETY 411235482 10 1 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 DUE FROM RELATED ORGANIZATION 230222 230222 FORM 990, PART VI, SECTION A, LINE 3 THE AOS CES FUND 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 ORGANIZATION DOES NOT HAVE "MEMBERS" BY DEFINITION OF THE BYLAWS. HOWEVER, THE FORM 990 INSTRUCTIONS FURTHER DEFINES A "MEMBER" AS ANY PERSON (INCLUDING A CORPORATION OR OTHER LEGAL ENTITY) WHO HAS THE RIGHT TO PARTICIPATE IN THE ORGANIZATION'S GOVERNANCE OR TO RECEIVE DISTRIBUTIONS OF INCOME OR ASSETS FROM THE ORGANIZATION. ACCORDINGLY, THE AOS CES FUND HAS ONE SOLE MEMBER: THE AMERICAN OPHTHALMOLOGICAL SOCIETY. FORM 990, PART VI, SECTION A, LINE 7A THE MEMBERS OF THE BOARD OF DIRECTORS ARE COMPRISED SOLELY OF INDIVIDUALS WHO ARE CURRENTLY ELECTED BOARD MEMBERS OF THE AMERICAN OPHTHALMOLOGICAL SOCIETY, THE SUPPORTED ORGANIZATION. 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 THE AOS CES FUND HAS A PROFOUND DUTY TO ITS COUNCIL MEMBERS, THE LARGER MEDICAL COMMUNITY, AND THE PUBLIC TO ENSURE THE INTEGRITY OF ITS SCIENTIFIC, EDUCATIONAL, AND CONSUMER INFORMATION ACTIVITIES AND MATERIALS. THUS, EACH MEMBER OF THE AOS CES FUND BOARD OF DIRECTORS IS REQUIRED TO DISCLOSE AND MANAGE CONFLICTS OF INTEREST OR THE APPEARANCE OF CONFLICTS OF INTEREST THAT AFFECT THIS INTEGRITY. ALL AOS CES FUND LEADERS MUST DISCLOSE SIGNIFICANT FINANCIAL RELATIONSHIPS ANNUALLY. WHERE SUCH CONFLICTS OR PERCEIVED CONFLICTS EXIST, THEY MUST BE APPROPRIATELY AND FULLY DISCLOSED AND RESOLVED. THE AOS CES FUND HAS DETERMINED THAT A FINANCIAL RELATIONSHIP SHOULD NOT RESTRICT EXPERT SCIENTIFIC, CLINICAL, OR NON-CLINICAL CONTRIBUTIONS TO AOS CES FUND'S ACTIVITIES PROVIDED THAT APPROPRIATE DISCLOSURE OF SUCH RELATIONSHIPS IS MADE. SIMILARLY, IT SHOULD NOT RESTRICT PARTICIPATION IN AOS CES FUND 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. FORM 990, PART IX, LINE 11G CONTRACT SERVICES: PROGRAM SERVICE EXPENSES 45,130. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 45,130. AUDIO VISUAL SERVICES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 2,000. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,000. AMERICAN OPHTHALMOLOGICAL SOCIETY 655 BEACH STREET SAN FRANCISCO CA 94109 411235482 PROMOTES OPHTHALMOLOGIC EDUCATION AND RESEARCH MN 501(C)(3) LINE 10 N/A 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 1 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 AMERICAN OPHTHALMOLOGICAL SOCIETY D 230222 BOOK VALUE