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Nonprofiteer
← AMERICAN ACADEMY OF OPHTHALMOLOGY INC

Form 990 for tax year 2022

Filed by AMERICAN ACADEMY OF OPHTHALMOLOGY INC.

Totals

Total revenue
$65,373,861
Total expenses
$57,628,777
Contributions and grants received
$13,305,554
Grants paid
$2,352,815
Program service revenue
$39,131,919
Investment income
$819,922
Other revenue
$12,116,466
Total assets, end of year
$132,965,118
Total liabilities, end of year
$31,856,436
Net assets or fund balances, end of year
$101,108,682
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

  • ROBERT E WIGGINS JR MD MHA

    PRESIDENT (2022) / PAST PRES. (2023)

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

  • DANIEL J BRICELAND MD

    PRESIDENT-ELECT (2022) / PRES (2023)

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

  • JANE C EDMOND MD

    PRESIDENT-ELECT (2023)

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • STEPHEN D MCLEOD MD

    EXEC VP / CEO / TREAS & SECRETARY

    Total calculated
    $884,653
    From this org
    $798,155
    From related orgs
    $0
    Other
    $86,498
    Hours/week
    32 + 8 related

    Schedule J breakdown matched by us

    Base
    $769,763
    Bonus
    $28,333
    Other
    $59
    Deferred
    $30,500
    Nontaxable benefits
    $55,998
    Filer's total
    $884,653

  • MARIA M AARON MD

    SECR FOR ANNUAL MEETING THROUGH 12/2022

    Total calculated
    $25,000
    From this org
    $25,000
    From related orgs
    $0
    Other
    $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

    INTERNATIONAL TRUSTEE-AT-LARGE

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • MARY LOUISE Z COLLINS MD

    TRUSTEE-AT-LARGE

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • ANNA LUISA DI LORENZO MD

    TRUSTEE-AT-LARGE

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • PAUL B GINSBURG PHD

    PUBLIC TRUSTEE THROUGH 12/2022

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

  • RAVI D GOEL MD

    SR SECRETARY 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

    CHAIR, THE COUNCIL

    Total calculated
    $15,000
    From this org
    $15,000
    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

    DIRECTOR START 1/2023

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

  • LISA DIANE KELLY MD

    SECR FOR ANNUAL MEETING START 1/2023

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • JUDY E KIM MD

    TRUSTEE-AT-LARGE THROUGH 12/2022

    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

    ONE NETWORK, EDITOR-IN-CHIEF

    Total calculated
    $18,500
    From this org
    $18,500
    From related orgs
    $0
    Other
    $0
    Hours/week
    1 + 1 related

  • RON W PELTON MD PHD

    TRUSTEE-AT-LARGE

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • CHRISTOPHER J RAPUANO MD

    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

  • GREGORY L SKUTA MD

    FOUNDATION ADVISORY BOARD CHAIR

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • PREM S SUBRAMANIAN MD PHD

    VICE CHAIR, THE COUNCIL

    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

    EDITOR

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • AARON P WEINGEIST MD

    TRUSTEE-AT-LARGE

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • GEORGE A WILLIAMS MD

    SR SECRETARY 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 START 1/2023

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • LAWRENCE MENDENHALL MBA JD

    COO, CFO, AND SENIOR LEGAL COUNSEL

    Total calculated
    $657,680
    From this org
    $566,373
    From related orgs
    $0
    Other
    $91,307
    Hours/week
    34 + 6 related

    Schedule J breakdown matched by us

    Base
    $460,462
    Bonus
    $90,800
    Other
    $15,111
    Deferred
    $30,500
    Nontaxable benefits
    $60,807
    Filer's total
    $657,680

  • DALE E FAJARDO EDD MBA

    VP, EDUCATION

    Total calculated
    $418,828
    From this org
    $365,805
    From related orgs
    $0
    Other
    $53,023
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $321,280
    Bonus
    $44,000
    Other
    $525
    Deferred
    $40,600
    Nontaxable benefits
    $12,423
    Filer's total
    $418,828

  • JOE CARR

    VP, INFORMATION TECHNOLOGY

    Total calculated
    $409,079
    From this org
    $313,149
    From related orgs
    $0
    Other
    $95,930
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $269,267
    Bonus
    $40,700
    Other
    $3,182
    Deferred
    $40,600
    Nontaxable benefits
    $55,330
    Filer's total
    $409,079

  • CATHY COHEN

    VP, GOV'T AFFAIRS THROUGH 1/2023

    Total calculated
    $402,567
    From this org
    $342,440
    From related orgs
    $0
    Other
    $60,127
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $301,065
    Bonus
    $40,700
    Other
    $675
    Deferred
    $40,600
    Nontaxable benefits
    $19,527
    Filer's total
    $402,567

  • REBECCA HYDER

    VP, GOV'T AFFAIRS START 12/2022

    Total calculated
    $231,257
    From this org
    $204,958
    From related orgs
    $0
    Other
    $26,299
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $195,958
    Bonus
    $9,000
    Other
    $0
    Deferred
    $26,299
    Nontaxable benefits
    $0
    Filer's total
    $231,257

  • FLORA LUM MD

    VP, QUALITY AND DATA SCIENCE

    Total calculated
    $386,573
    From this org
    $334,752
    From related orgs
    $0
    Other
    $51,821
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $290,302
    Bonus
    $44,000
    Other
    $450
    Deferred
    $40,600
    Nontaxable benefits
    $11,221
    Filer's total
    $386,573

  • BETH HEINRICH MPA

    VP, COMMUNICATIONS AND MARKETING

    Total calculated
    $384,176
    From this org
    $335,660
    From related orgs
    $0
    Other
    $48,516
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $294,960
    Bonus
    $40,700
    Other
    $0
    Deferred
    $40,600
    Nontaxable benefits
    $7,916
    Filer's total
    $384,176

  • DEBRA ROSENCRANCE CMP CAE

    VP, MEETINGS AND EXHIBITS

    Total calculated
    $383,216
    From this org
    $323,089
    From related orgs
    $0
    Other
    $60,127
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $260,589
    Bonus
    $47,500
    Other
    $15,000
    Deferred
    $40,600
    Nontaxable benefits
    $19,527
    Filer's total
    $383,216

  • JANE AGUIRRE

    VP, MEMBERSHIPS AND ALLIANCES

    Total calculated
    $369,031
    From this org
    $308,986
    From related orgs
    $0
    Other
    $60,045
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $265,986
    Bonus
    $43,000
    Other
    $0
    Deferred
    $40,600
    Nontaxable benefits
    $19,445
    Filer's total
    $369,031

  • MICHAEL W STEVENS JD

    GENERAL COUNSEL START 6/2022

    Total calculated
    $179,627
    From this org
    $161,074
    From related orgs
    $0
    Other
    $18,553
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $161,074
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $18,553
    Filer's total
    $179,627

  • ROBERT PALMER

    STATE AFFAIRS POLICY DIRECTOR

    Total calculated
    $269,653
    From this org
    $238,428
    From related orgs
    $0
    Other
    $31,225
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $225,176
    Bonus
    $9,000
    Other
    $4,252
    Deferred
    $31,225
    Nontaxable benefits
    $0
    Filer's total
    $269,653

  • MIKE ROLL

    DIRECTOR OF FINANCE

    Total calculated
    $282,502
    From this org
    $210,630
    From related orgs
    $0
    Other
    $71,872
    Hours/week
    34 + 6 related

    Schedule J breakdown matched by us

    Base
    $200,380
    Bonus
    $10,250
    Other
    $0
    Deferred
    $29,663
    Nontaxable benefits
    $42,209
    Filer's total
    $282,502

  • BRANDI BROOKS

    DIRECTOR OF MARKETING

    Total calculated
    $239,776
    From this org
    $196,665
    From related orgs
    $0
    Other
    $43,111
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $187,465
    Bonus
    $9,200
    Other
    $0
    Deferred
    $26,956
    Nontaxable benefits
    $16,155
    Filer's total
    $239,776

  • DANIEL MUMMERT

    DIRECTOR OF ONLINE EDUCATION

    Total calculated
    $238,011
    From this org
    $196,150
    From related orgs
    $0
    Other
    $41,861
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $186,350
    Bonus
    $9,800
    Other
    $0
    Deferred
    $26,823
    Nontaxable benefits
    $15,038
    Filer's total
    $238,011

  • JESSICA KUO MBA

    DIR OF MEMBERSHIP & CUSTOMER SERVICE

    Total calculated
    $232,762
    From this org
    $190,763
    From related orgs
    $0
    Other
    $41,999
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $178,263
    Bonus
    $12,500
    Other
    $0
    Deferred
    $21,972
    Nontaxable benefits
    $20,027
    Filer's total
    $232,762

  • DAVID W PARKE II MD

    FORMER EVP / CEO / TREAS AND SECR

    Total calculated
    $702,764
    From this org
    $630,055
    From related orgs
    $0
    Other
    $72,709
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $473,310
    Bonus
    $149,780
    Other
    $6,965
    Deferred
    $30,500
    Nontaxable benefits
    $42,209
    Filer's total
    $702,764

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, & SENIOR LEGAL COUNSEL 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 $3,068,453 · share of assets $4,733,274 · controlled entity

    Directly controlled by AMERICAN ACADEMY OF OPHTHALMOLOGY

Provenance

Return type
form_990
Tax year
2022
Filed
14 February 2024
IRS schema version
2022v5.0
Source object
202410469349300511

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

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