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← AMERICAN OPHTHLMOLOGICAL SOCIETY CH ARITABLE EDUCATIONA & SCIENTIFIC

Form 990 for tax year 2023

Filed by AMERICAN OPHTHLMOLOGICAL SOCIETY CH ARITABLE EDUCATIONA & SCIENTIFIC.

Totals

Total revenue
$68,603
Total expenses
$76,853
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$0
Investment income
$68,148
Other revenue
$455
Total assets, end of year
$1,584,420
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$1,584,420
Program services expenses (Part IX)
$47,630
Management and general expenses
$29,223
Fundraising expenses
$0
Program service expenses (Part III)
$47,630

Program services were 62.0% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 3 · Investment income

    total $36,824 · excluded $36,824

  • 5 · Royalties

    total $455 · excluded $455

  • 7a · Gross sales of assets other than inventory

    securities $70,808

  • 7b · Less cost or other basis and sales expenses

    securities $39,484

  • 7c · Gain or loss

    securities $31,324

  • 7d · Net gain or loss

    total $31,324 · excluded $31,324

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $2,500 · program services $2,500

  • 11a · Fees: management

    total $8,649 · management and general $8,649

  • 11c · Fees: accounting

    total $7,325 · management and general $7,325

  • 11f · Fees: investment management

    total $4,103 · management and general $4,103

  • 11g · Fees: other

    total $47,130 · program services $45,130 · management and general $2,000

  • 14 · Information technology

    total $3,496 · management and general $3,496

  • 17 · Travel

    total $2,969 · management and general $2,969

  • 23 · Insurance

    total $681 · management and general $681

Balance sheet

Part X, book values.

  • 11 · Investments: publicly traded securities

    beginning of year $1,265,549 · end of year $1,354,198

  • 15 · Other assets

    beginning of year $202,518 · end of year $230,222

  • 27 · Net assets without donor restrictions

    beginning of year $1,468,067 · end of year $1,584,420

Mission and programs · 2023

Mission

TO SUPPORT AND BENEFIT THE CHARITABLE, EDUCATIONAL, AND SCIENTIFIC PURPOSES OF THE AMERICAN OPHTHALMOLOGICAL SOCIETY.

Activities or mission (Part I)

THE ADVANCEMENT OF OPHTHALMOLOGY AND SUPPORT OF THE AMERICAN OPHTHALMOLOGICAL SOCIETY.

  • 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.

    Expenses $47,630

As filed on the 2023 return.

Listed in Part VII

  • DAVID J WILSON MD

    SECRETARY/TREASURER

    Total calculated
    $50,000
    From this org
    $0
    From related orgs
    $50,000
    Other
    $0
    Hours/week
    1 + 2 related
  • WILLIAM F MIELER MD FACS FARVO

    PRESIDENT THROUGH 5/2023

    Total calculated
    $0
    Hours/week
    1 + 2 related
  • PRESTON H BLOMQUIST MD

    PRESIDENT START 5/2023

    Total calculated
    $0
    Hours/week
    1 + 2 related
  • EMILY Y CHEW MD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 2 related
  • MARY E HARTNETT MD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 2 related
  • PETER A NETLAND MD PHD

    DIRECTOR START 5/2023

    Total calculated
    $0
    Hours/week
    1 + 2 related
  • TIMOTHY W OLSEN MD

    DIRECTOR START 5/2023

    Total calculated
    $0
    Hours/week
    1 + 2 related
  • DAVID K WALLACE MD MPH

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 2 related
  • MARCO A ZARBIN MD PHD

    DIRECTOR THROUGH 5/2023

    Total calculated
    $0
    Hours/week
    1 + 2 related

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.

Grants on this return

No itemized grants to organizations on this return.

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.

Provenance

Return type
form_990
Tax year
2023
Filed
10 September 2024
IRS schema version
2023v5.1
Source object
202402549349301435

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