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Nonprofiteer
← AMERICAN ACADEMY OF OPHTHALMOLOGY INC

Form 990 for tax year 2023

Filed by AMERICAN ACADEMY OF OPHTHALMOLOGY INC.

Totals

Total revenue
$66,819,472
Total expenses
$60,591,881
Contributions and grants received
$12,703,854
Grants paid
$1,719,322
Program service revenue
$40,529,412
Investment income
$1,313,033
Other revenue
$12,273,173
Total assets, end of year
$140,947,093
Total liabilities, end of year
$27,984,190
Net assets or fund balances, end of year
$112,962,903
Program services expenses (Part IX)
not reported
Management and general expenses
not reported
Fundraising expenses
not reported
Program service expenses (Part III)
not reported

Listed in Part VII

  • DANIEL J BRICELAND MD

    PRESIDENT (2023) / PAST PRES. (2024)

    Total calculated
    $85,000
    From this org
    $85,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    1 + 1 related

  • JANE C EDMOND MD

    PRESIDENT-ELECT (2023) / PRES (2024)

    Total calculated
    $30,000
    From this org
    $30,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    1 + 1 related

  • MICHAEL X REPKA

    PRES-ELECT (2024) / MED DIR GOV'T AFFAIRS

    Total calculated
    $120,000
    From this org
    $120,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    1 + 1 related

  • DUPE S ADEMOLA-POPOOLA MBBS

    INT'L TRUSTEE-AT-LARGE START 1/2024

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • IQBAL K AHMED MD

    INTERNATIONAL TRUSTEE-AT-LARGE

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • ALISON BLAKE MBBCH MD

    INT'L TRUSTEE-AT-LARGE THRU 12/2023

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • MARY LOUISE Z COLLINS MD

    TRUSTEE-AT-LARGE THRU 12/2023

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • ANNA LUISA DI LORENZO MD

    TRUSTEE-AT-LARGE

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • RAVI D GOEL MD

    TRUSTEE / SR SECR FOR OPHTHALMIC PRACTICE

    Total calculated
    $25,000
    From this org
    $25,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    1 + 1 related

  • THOMAS A GRAUL MD

    TRUSTEE / CHAIR, THE COUNCIL THRU 12/2023

    Total calculated
    $15,000
    From this org
    $15,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    1 + 1 related

  • LAURA K GREEN MD

    TRUSTEE-AT-LARGE START 1/2024

    Total calculated
    $10,000
    From this org
    $10,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    1 + 1 related

  • DAVID C HERMAN MD

    PUBLIC TRUSTEE

    Total calculated
    $17,500
    From this org
    $17,500
    From related orgs
    $0
    Other
    $0
    Hours/week
    1 + 1 related

  • BENNIE H JENG MD

    TRUSTEE-AT-LARGE (2023) / SECR FOR ANNUAL MEETING

    Total calculated
    $25,000
    From this org
    $25,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    1 + 1 related

  • LISA DIANE KELLY MD

    TRUSTEE / SECR FOR ANNUAL MEETING (2023)

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • JAMES A LAWRENCE

    PUBLIC TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • PURNIMA S PATEL MD

    TRUSTEE-AT-LARGE

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • RON W PELTON MD PHD

    TRUSTEE-AT-LARGE THRU 12/2023

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • CHRISTOPHER J RAPUANO MD

    TRUSTEE / SR SECR FOR CLINICAL EDUCATION

    Total calculated
    $25,000
    From this org
    $25,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    1 + 1 related

  • ERIN SHRIVER MD

    TRUSTEE-AT-LARGE START 1/2024

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • GREGORY L SKUTA MD

    TRUSTEE / FAAO ADVISORY BOARD CHAIR

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • LEE A SNYDER MD

    TRUSTEE / VICE CHAIR, THE COUNCIL (2024)

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • PREM S SUBRAMANIAN MD PHD

    TRUSTEE / VICE CHAIR (2023), CHAIR (2024), THE COU

    Total calculated
    $10,000
    From this org
    $10,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    1 + 1 related

  • RUSSELL N VAN GELDER MD PHD

    TRUSTEE / EDITOR, OPHTHALMOLOGY

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • AARON P WEINGEIST MD

    TRUSTEE-AT-LARGE

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • ROBERT E WIGGINS JR MD MHA

    PAST PRESIDENT THRU 12/2023

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • GEORGE A WILLIAMS MD

    TRUSTEE / SR SECR FOR ADVOCACY

    Total calculated
    $25,000
    From this org
    $25,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    1 + 1 related

  • REZA ZADNO PHD

    PUBLIC TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • STEPHEN D MCLEOD MD

    EXEC VP / CEO / TREAS & SECRETARY

    Total calculated
    $1,198,884
    From this org
    $1,073,298
    From related orgs
    $0
    Other
    $125,586
    Hours/week
    32 + 8 related

    Schedule J breakdown matched by us

    Base
    $902,729
    Bonus
    $170,000
    Other
    $569
    Deferred
    $33,000
    Nontaxable benefits
    $92,586
    Filer's total
    $1,198,884

  • LAWRENCE MENDENHALL

    COO / CFO / CHIEF LEGAL & RISK OFFICER

    Total calculated
    $667,070
    From this org
    $567,851
    From related orgs
    $0
    Other
    $99,219
    Hours/week
    34 + 6 related

    Schedule J breakdown matched by us

    Base
    $475,761
    Bonus
    $90,800
    Other
    $1,290
    Deferred
    $33,000
    Nontaxable benefits
    $66,219
    Filer's total
    $667,070

  • DALE E FAJARDO EDD MBA

    VP, EDUCATION

    Total calculated
    $440,610
    From this org
    $387,649
    From related orgs
    $0
    Other
    $52,961
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $336,979
    Bonus
    $48,000
    Other
    $2,670
    Deferred
    $33,000
    Nontaxable benefits
    $19,961
    Filer's total
    $440,610

  • JOE CARR

    VP, INFORMATION TECHNOLOGY

    Total calculated
    $414,915
    From this org
    $321,728
    From related orgs
    $0
    Other
    $93,187
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $281,728
    Bonus
    $40,000
    Other
    $0
    Deferred
    $33,000
    Nontaxable benefits
    $60,187
    Filer's total
    $414,915

  • REBECCA HYDER

    VP, GOVERNMENTAL AFFAIRS

    Total calculated
    $355,500
    From this org
    $323,112
    From related orgs
    $0
    Other
    $32,388
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $305,112
    Bonus
    $18,000
    Other
    $0
    Deferred
    $32,388
    Nontaxable benefits
    $0
    Filer's total
    $355,500

  • FLORA LUM MD

    VP, QUALITY AND DATA SCIENCE

    Total calculated
    $393,872
    From this org
    $350,106
    From related orgs
    $0
    Other
    $43,766
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $302,106
    Bonus
    $48,000
    Other
    $0
    Deferred
    $33,000
    Nontaxable benefits
    $10,766
    Filer's total
    $393,872

  • BETH HEINRICH MPA

    VP, COMMUNICATIONS AND MARKETING

    Total calculated
    $389,458
    From this org
    $347,785
    From related orgs
    $0
    Other
    $41,673
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $309,785
    Bonus
    $38,000
    Other
    $0
    Deferred
    $33,000
    Nontaxable benefits
    $8,673
    Filer's total
    $389,458

  • DEBRA ROSENCRANCE CMP CAE

    VP, MEETINGS AND EXHIBITS

    Total calculated
    $358,176
    From this org
    $325,572
    From related orgs
    $0
    Other
    $32,604
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $277,572
    Bonus
    $48,000
    Other
    $0
    Deferred
    $32,604
    Nontaxable benefits
    $0
    Filer's total
    $358,176

  • JANE AGUIRRE

    VP, MEMB & ALLIANCES THRU 6/2023

    Total calculated
    $329,065
    From this org
    $280,142
    From related orgs
    $0
    Other
    $48,923
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $225,142
    Bonus
    $55,000
    Other
    $0
    Deferred
    $27,857
    Nontaxable benefits
    $21,066
    Filer's total
    $329,065

  • JESSICA KUO

    VP, MEMB & ALLIANCES START 6/2023

    Total calculated
    $278,298
    From this org
    $233,307
    From related orgs
    $0
    Other
    $44,991
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $218,307
    Bonus
    $15,000
    Other
    $0
    Deferred
    $23,066
    Nontaxable benefits
    $21,925
    Filer's total
    $278,298

  • MICHAEL W STEVENS JD

    GENERAL COUNSEL AND VP, LEGAL AFFAIRS

    Total calculated
    $352,907
    From this org
    $277,272
    From related orgs
    $0
    Other
    $75,635
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $255,272
    Bonus
    $22,000
    Other
    $0
    Deferred
    $29,670
    Nontaxable benefits
    $45,965
    Filer's total
    $352,907

  • GAIL SCHMIDT

    VP, OPHTHALMIC SOCIETY & GLOBAL RELATIONS

    Total calculated
    $229,320
    From this org
    $200,541
    From related orgs
    $0
    Other
    $28,779
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $191,041
    Bonus
    $9,500
    Other
    $0
    Deferred
    $20,106
    Nontaxable benefits
    $8,673
    Filer's total
    $229,320

  • MICHAEL ROLL

    DIRECTOR OF FINANCE

    Total calculated
    $290,231
    From this org
    $220,775
    From related orgs
    $0
    Other
    $69,456
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $208,775
    Bonus
    $12,000
    Other
    $0
    Deferred
    $23,491
    Nontaxable benefits
    $45,965
    Filer's total
    $290,231

  • BRENDAN MARR

    DIRECTOR, STATE GOVERNMENT AFFAIRS

    Total calculated
    $233,337
    From this org
    $212,210
    From related orgs
    $0
    Other
    $21,127
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $200,910
    Bonus
    $11,300
    Other
    $0
    Deferred
    $21,127
    Nontaxable benefits
    $0
    Filer's total
    $233,337

  • JENNIFER MAXWELL

    DIRECTOR OF PEOPLE AND DEI

    Total calculated
    $246,479
    From this org
    $208,812
    From related orgs
    $0
    Other
    $37,667
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $194,312
    Bonus
    $12,000
    Other
    $2,500
    Deferred
    $21,435
    Nontaxable benefits
    $16,232
    Filer's total
    $246,479

  • BRANDI BROOKS

    DIRECTOR OF MARKETING

    Total calculated
    $226,401
    From this org
    $205,323
    From related orgs
    $0
    Other
    $21,078
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $196,573
    Bonus
    $8,750
    Other
    $0
    Deferred
    $20,914
    Nontaxable benefits
    $164
    Filer's total
    $226,401

  • DANIEL MUMMERT

    DIRECTOR, ONLINE EDUCATION

    Total calculated
    $242,232
    From this org
    $204,808
    From related orgs
    $0
    Other
    $37,424
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $195,558
    Bonus
    $9,250
    Other
    $0
    Deferred
    $20,952
    Nontaxable benefits
    $16,472
    Filer's total
    $242,232

  • DAVID W PARKE II MD

    FORMER EVP / CEO / TREAS & SECR

    Total calculated
    $113,756
    From this org
    $107,458
    From related orgs
    $0
    Other
    $6,298
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $98,345
    Bonus
    $0
    Other
    $9,113
    Deferred
    $6,298
    Nontaxable benefits
    $0
    Filer's total
    $113,756

  • CATHY COHEN

    FORMER VP GOVT AFFAIRS THRU 1/2023

    Total calculated
    $117,531
    From this org
    $110,864
    From related orgs
    $0
    Other
    $6,667
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $34,200
    Bonus
    $36,000
    Other
    $40,664
    Deferred
    $6,667
    Nontaxable benefits
    $0
    Filer's total
    $117,531

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 1a · First-class or charter travel
  • 1a · Travel for companions
  • 1a · Tax indemnification and gross-up payments
  • 1a · Health or social club dues or initiation fees
  • 1b · Written policy on the line-1a expenses
  • 2 · Substantiation required before reimbursing expenses
  • 3 · Compensation committee
  • 3 · Independent compensation consultant
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement

The filer's explanations (Part III)

PART I, LINE 1A
THESE BENEFITS ARE PROVIDED TO THE CEO UNDER TERMS OF HIS CONTRACT. ANY PAYMENTS MADE FOR TRAVEL FOR COMPANIONS, TAX INDEMNIFICATION AND GROSS-UP PAYMENTS, AND HEALTH OR SOCIAL CLUB DUES IS INCLUDED IN FORM W-2 AS TAXABLE COMPENSATION; ANY PAYMENTS MADE FOR FIRST-CLASS OR CHARTER TRAVEL IS NON-TAXABLE, PROVIDED THE BENEFIT IS REASONABLE. IN ADDITION TO THE BENEFITS LISTED THAT ARE PROVIDED TO THE CEO, FIRST CLASS TRAVEL IS PROVIDED TO THE COO, CFO, & CHIEF LEGAL / RISK OFFICER UNDER THE TERMS OF HIS CONTRACT AND ON THE SAME NON-TAXABLE BASIS, PROVIDED THE BENEFIT IS REASONABLE.

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

The 10 largest by cash amount. The API serves every itemized grant.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

  • ACADEMY SERVICES INC AND SUBSIDIARIES

    C · MANAGEMENT · MN · 100% owned · share of income $3,324,377 · share of assets $5,680,855 · controlled entity

    Directly controlled by AMERICAN ACADEMY OF OPHTHALMOLOGY

Provenance

Return type
form_990
Tax year
2023
Filed
11 February 2025
IRS schema version
2023v6.0
Source object
202540499349301424

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

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