2025-08-20T16:06:07-05:00 2024-12-31 390859910 BAKER TILLY ADVISORY GROUP LP 101 SECOND STREET SUITE 900 SAN FRANCISCO CA 94105 990 2024-01-01 426130779 ASSOCIATION OF UNIVERSITY PROFESSORS OF OPHTHALMOLOGY INC ASSO 4155618548 655 BEACH STREET SAN FRANCISCO CA 94109 PAUL STERNBERG JR MD CHIEF EXECUTIVE OFFICER 4155618548 2025-08-20 1 0 MICHAEL LUMSDEN P01262236 4159561500 2025-08-06 2024 2025-03-06 01:10:19Z TERRI YOUNG MD MBA 655 BEACH STREET SAN FRANCISCO CA 94109 4658216 0 X WWW.AUPO.ORG X 1966 MD PROMOTE & REPRESENT ACADEMIC OPHTHALMOLOGY IN ITS MISSIONS OF RESEARCH, EDUCATION & PATIENT CARE. 13 12 0 100 0 0 1067375 665860 3538968 3758969 170684 172406 57030 60981 4834057 4658216 316322 241320 0 0 187500 187500 0 0 0 3861911 4022038 4365733 4450858 468324 207358 10408170 11151333 750193 914398 9657977 10236935 X AUPO CHAMPIONS AN ACADEMIC OPHTHALMOLOGY COMMUNITY TO PROMOTE AND ADVOCATE FOR EXCELLENCE AND EQUITY IN OPHTHALMIC EDUCATION, PROFESSIONAL DEVELOPMENT, RESEARCH, AND CLINICAL CARE. 0 0 1901360 0 2649875 OPHTHALMOLOGY MATCHING PROGRAM: OMP MATCHES OPHTHALMIC RESIDENCY CANDIDATES TO RESIDENCY TRAINING PROGRAMS IN THE UNITED STATES. 670192 0 446325 ANNUAL MEETING: THE AUPO ANNUAL MEETING IS HELD EVERY WINTER. THE EDUCATIONAL MEETING ADDRESSES TRENDS AND TOPICS OF WHICH ACADEMIC DEPARTMENTS SHOULD BE AWARE: CHALLENGES AND OPPORTUNITIES IN FACULTY DEVELOPMENT, OPHTHALMOLOGY TEACHING AND ASSESSMENT, THE EDUCATION AND RESEARCH TRAINING OF MEDICAL STUDENTS, AND THE ROLE OF OPHTHALMOLOGY DEPARTMENTS IN THEIR TRAINING. 631692 0 0 RESIDENT SURGICAL EDUCATION: THE RESIDENT SURGICAL EDUCATION PROGRAM'S GOAL IS TO ENSURE OPHTHALMOLOGY RESIDENCY PROGRAM GRADUATES HAVE A COMMON CORE LEVEL OF SURGICAL SKILL COMPETENCY. 600176 241320 662769 OTHER PROGRAMS SUPPORT ADMINISTRATORS, MEMBERSHIP DUES ADMINISTRATION, SALARY SURVEYS, AND BOARD OF TRUSTEES ACTIVITIES. 600176 241320 662769 3803420 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 82 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 13 12 0 1 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 0 0 0 CA MD X WAJHMA ABOUD 4155618548 655 BEACH STREET SAN FRANCSICO CA 94109 STEVEN E FELDON MD MBA EXECUTIVE VICE PRESIDENT 20.00 X X 212500 0 0 DONALD L BUDENZ MD MPH PRESIDENT THRU 3/2024 / PAST PRES. 5.00 X X 0 0 0 NICHOLAS J VOLPE MD PRESIDENT START 4/2024 5.00 X X 0 0 0 TERRI YOUNG MD MBA PRESIDENT-ELECT START 4/2024 2.00 X X 0 0 0 SOPHIE J BAKRI MD TRUSTEE-AT-LARGE 1.00 X 0 0 0 RV PAUL CHAN MD MBA TRUSTEE-AT-LARGE 1.00 X 0 0 0 KATHRYN A COLBY MD PHD TRUSTEE-AT-LARGE THROUGH 3/2024 1.00 X 0 0 0 KIMBERLY CROWDER MD TRUSTEE-AT-LARGE START 4/2024 1.00 X 0 0 0 JACQUE DUNCAN MD TRUSTEE-AT-LARGE START 4/2024 1.00 X 0 0 0 BENNIE JENG MD MS TRUSTEE-AT-LARGE START 4/2024 1.00 X 0 0 0 LESLIE JONES MD TRUSTEE-AT-LARGE 1.00 X 0 0 0 ANDREAS K LAUER MD TRUSTEE-AT-LARGE THROUGH 3/2024 1.00 X 0 0 0 JOAN W MILLER MD PAST PRESIDENT THROUGH 3/2024 1.00 X 0 0 0 SAYOKO E MOROI MD PHD TRUSTEE-AT-LARGE 1.00 X 0 0 0 R MICHAEL SIATKOWSKI MD MBA TRUSTEE-AT-LARGE 1.00 X 0 0 0 TIM STOUT MD PHD MBA TRUSTEE-AT-LARGE 1.00 X 0 0 0 JAMES C TSAI MD MBA TRUSTEE-AT-LARGE THROUGH 3/2024 1.00 X 0 0 0 SONAL TULI MD MED TRUSTEE-AT-LARGE THROUGH 3/2024 1.00 X 0 0 0 212500 0 0 1 0 1 0 SF-ASSOCIATION MANAGEMENT SERVICES 655 BEACH STREET SAN FRANCISCO CA 94109 BUSINESS MANAGEMENT 641711 TOTIAN LLC 2261 MARKET STREET SAN FRANCISCO CA 94114 PROGRAM DEVELOPMENT 191670 2 665860 665860 REGISTRATION - OMP 611710 2649875 2649875 REGISTRATION 611710 542575 542575 MEMBERSHIP DUES 611710 232207 232207 APPLICATION FEES 611710 155230 155230 ANNUAL DEPARTMENT FEES 611710 123000 123000 56082 56082 3758969 172406 172406 60000 60000 MAILING LIST REVENUE 900099 981 981 981 4658216 3758969 0 233387 82870 82870 158450 158450 187500 187500 704211 336526 367685 74570 8166 66404 30846 30846 25096 25096 372731 339752 32979 86632 71544 15088 140972 120739 20233 666442 583903 82539 9938 3370 6568 OPHTHALMOLOGY MATCHING 1901360 1901360 DUES AND SUBSCRIPTIONS 5840 5840 EQUIPMENT RENTAL 3400 3400 4450858 3803420 647438 0 566764 659535 350000 25000 4190848 4541353 63201 119178 5237357 5806267 10408170 11151333 162488 278735 587705 635663 750193 914398 X 9199236 9960190 458741 276745 9657977 10236935 10408170 11151333 207358 371600 0 X 0 1 X 1 0 X 739886 965000 446739 1067375 665860 3884860 2777325 2818875 3172616 3538968 3758969 16066753 3517211 3783875 3619355 4606343 4424829 19951613 540970 791950 269785 931863 474865 3009433 0 540970 791950 269785 931863 474865 3009433 16942180 151363 147526 159113 198896 232406 889304 151363 147526 159113 198896 232406 889304 1667 2265 16115 2030 981 23058 3670241 3933666 3794583 4807269 4658216 20863975 0.81200 0.81860 0.04260 0.04290 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2020 AMOUNT: $ 1,667. 2021 AMOUNT: $ 2,265. 2022 AMOUNT: $ 16,115. 2023 AMOUNT: $ 2,030. 2024 AMOUNT: $ 981. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 X 5358855 371600 354135 725735 4633120 25096 25096 4658216 4779897 354135 354135 4425762 25096 25096 4450858 PART X, LINE 2: THE INTERNAL REVENUE SERVICE HAS DETERMINED THAT AUPO AND FCC (A DISREGARDED ENTITY) ARE EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(C)(3) IN THE INTERNAL REVENUE CODE. HOWEVER, INCOME FROM ACTIVITIES NOT RELATED TO THE TAX-EXEMPT PURPOSE OF AUPO AND FCC MAY BE SUBJECT TO TAXATION AS UNRELATED BUSINESS INCOME. THERE WAS NO UNRELATED BUSINESS INCOME SUBJECT TO TAXATION FOR THE YEARS ENDED DECEMBER 31, 2024 AND 2023. 1 ALLIANCE FOR EYE AND VISION RESEARCH INC 1801 ROCKVILLE PIKE SUITE 400 ROCKVILLE MD 20852 521846140 501(C)(3) 26460 0 MEMBERSHIP CONTRIBUTION THE FOUNDATION OF THE AMERICAN ACADEMY OF OPHTHALMOLOGY 655 BEACH STREET SAN FRANCISCO CA 94109 942682387 501(C)(3) 50000 0 EDUCATION 2 0 WEEKS AWARD 1 50000 JOURNAL EDITOR STIPENDS 2 40400 RESIDENT SURGICAL EDUCATION STIPENDS 110 68050 PART I, LINE 2: FOR GRANTS TO ORGANIZATIONS, THE AUPO BOARD OF TRUSTEES REQUIRES AN ANNUAL EXPENSE ANALYSIS AND A REPORT ON DELIVERABLES FROM GRANT RECIPIENTS (IF APPLICABLE). THE REPORT IS REVIEWED AND DISCUSSED AT A BOARD MEETING PRIOR TO APPROVING A CONTRIBUTION IN ITS BUDGET FOR THE NEXT FISCAL YEAR. GRANTS TO INDIVIDUALS ARE PROVIDED TO EITHER (I) RECOGNIZE OUTSTANDING ACHIEVEMENT IN RESEARCH TO PREVENT BLINDNESS (AND ARE NOT MONITORED AFTER DISBURSEMENT), OR (II) ARE PROVIDED TO INDIVIDUALS TO PARTICIPATE IN THE ORGANIZATION'S ACTIVITIES (SUCH AS THE ANNUAL MEETING), WHICH ARE MONITORED VIA PARTICIPATION. 0 0 0 0 0 0 0 0 0 STEVEN E FELDON MD MBA EXECUTIVE VICE PRESIDENT 212500 0 0 0 0 0 0 0 0 0 212500 0 0 0 FORM 990, PART VI, SECTION A, LINE 3 AUPO 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. MANAGEMENT FEES PAID DURING THE 2024 CALENDAR YEAR TOTALED $641,711. FORM 990, PART VI, SECTION A, LINE 6 AUPO'S MEMBERSHIP CONSISTS OF PROFESSIONAL AND ADMINISTRATIVE LEADERS IN: DEPARTMENTS/DIVISIONS OF OPHTHALMOLOGY IN MEDICAL SCHOOLS ACCREDITED BY THE LCME IN THE UNITED STATES AND CANADA; DEPARTMENTS/DIVISIONS OF OPHTHALMOLOGY WITH OPHTHALMOLOGY RESIDENCY TRAINING PROGRAMS ACCREDITED BY, OR ACTIVELY PURSUING ACCREDITATION BY, THE ACGME IN OTHER TEACHING INSTITUTIONS IN THE UNITED STATES; OR DEPARTMENTS/DIVISIONS OF OPHTHALMOLOGY ACCREDITED BY, OR ACTIVELY PURSUING ACCREDITATION BY, THE RCPS IN CANADA AND AFFILIATED WITH A CANADIAN MEDICAL SCHOOL. IN TOTAL, THERE ARE SEVEN CLASSES OF MEMBERS: (I) CHAIRS; (II) PROGRAM DIRECTORS; (III) ASSOCIATE PROGRAM DIRECTORS; (IV) RESEARCH DIRECTORS; (V) DIRECTORS OF MEDICAL STUDENT EDUCATION; (VI) ADMINISTRATORS; AND (VII) VICE CHAIRS OF EDUCATION. FORM 990, PART VI, SECTION A, LINE 7A EACH CHAIR MEMBER HAS THE RIGHT TO CAST ONE VOTE FOR THE BOARD MEMBER OF THEIR CHOICE. FORM 990, PART VI, SECTION A, LINE 7B CHANGES TO THE ORGANIZATION'S BYLAWS MUST BE APPROVED BY THE CHAIR MEMBERSHIP. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY AN OUTSIDE TAX PROFESSIONAL AND 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 AUPO HAS A DUTY TO ITS MEMBERS, THE LARGER MEDICAL COMMUNITY, AND THE PUBLIC TO ENSURE THE INTEGRITY OF ALL OF ITS SCIENTIFIC, EDUCATIONAL, AND CONSUMER INFORMATION ACTIVITIES AND MATERIALS. EACH AUPO BOARD OF TRUSTEES (BOARD) MEMBER, COMMITTEE CHAIR, AND COMMITTEE MEMBER MUST DISCLOSE AND MANAGE CONFLICTS OF INTEREST THAT AFFECT THIS INTEGRITY. WHERE SUCH CONFLICTS OR PERCEIVED CONFLICTS EXIST, THEY MUST BE APPROPRIATELY AND FULLY DISCLOSED AND MANAGED. THE BOARD HAS DETERMINED THAT A FINANCIAL RELATIONSHIP SHOULD NOT RESTRICT EXPERT SCIENTIFIC, CLINICAL, OR NON-CLINICAL CONTRIBUTIONS TO AUPO'S ACTIVITIES PROVIDED THAT APPROPRIATE DISCLOSURE OF SUCH RELATIONSHIP IS MADE. SIMILARLY, IT SHOULD NOT RESTRICT PARTICIPATION IN AUPO LEADERSHIP OR GOVERNANCE, SO LONG AS APPROPRIATE DISCLOSURE IS MADE. AUPO SEEKS TO ENSURE BALANCE, INDEPENDENCE, OBJECTIVITY, AND SCIENTIFIC RIGOR IN ALL INDIVIDUAL OR JOINTLY SPONSORED EDUCATIONAL AND LEADERSHIP ACTIVITIES. THE AUPO FINANCIAL DISCLOSURE REQUEST MUST BE SUBMITTED ANNUALLY. DISCLOSURE INFORMATION IS KEPT ON FILE AND USED DURING THE CALENDAR YEAR IN WHICH IT WAS COLLECTED FOR ALL AUPO ACTIVITIES. UPDATES TO THE DISCLOSURE INFORMATION FILE ARE MADE WHENEVER THERE IS A CHANGE. WHEN NOMINATED OR APPOINTED TO A LEADERSHIP POSITION, EACH AUPO LEADER SPECIFICALLY REVIEWS HIS/HER STATEMENT ON FILE AND NOTIFIES AUPO OF ANY CHANGES TO HIS/HER FINANCIAL DISCLOSURES. THESE REQUIREMENTS APPLY TO RELATIONSHIPS THAT ARE IN PLACE AT THE TIME OF OR WERE IN PLACE 12 MONTHS PRECEDING THE NOMINATION OR APPOINTMENT TO A LEADERSHIP POSITION. FORM 990, PART VI, SECTION C, LINE 19 AUPO MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. AUPO FELLOWSHIP COMPLIANCE COMMITTEE LLC 655 BEACH STREET SAN FRANCISCO CA 94109 202548852 ESTABLISH UNIFORM TRAINING/EDUC. STANDARDS FOR OPHTHALMOLOGY DE 345450 0 ASSOCIATION OF UNIVERSITY PROFESSORS OPHTHALMOLOGY INC