2024-08-26T19:19:53-05:00 2023-12-31 910189318 MOSS ADAMS LLP 101 SECOND STREET SUITE 900 SAN FRANCISCO CA 94105 990 2023-01-01 222765077 AMERICAN GLAUCOMA SOCIETY INC AMER 4155618587 655 BEACH STREET SAN FRANCISCO CA 94109 GREGORY L SKUTA MD EXECUTIVE VICE PRESIDENT 4155618587 2024-08-26 1 0 MICHAEL LUMSDEN P01262236 4159561500 2024-08-26 2023 2024-08-08 14:25:15Z CARLA J SIEGFRIED MD 655 BEACH STREET SAN FRANCISCO CA 94109 2502848 0 X WWW.AMERICANGLAUCOMASOCIETY.NET X 1985 CA THE AMERICAN GLAUCOMA SOCIETY (AGS) IS COMPRISED OF GLAUCOMA SPECIALISTS DEDICATED TO SHARING CLINICAL AND SCIENTIFIC INFORMATION FOR THE BENEFIT OF PATIENTS, COLLEAGUES, FELLOWS, AND RESIDENTS. 19 19 0 100 0 0 790000 787000 1326354 1410915 118970 285933 22000 19000 2257324 2502848 260000 276500 0 0 0 0 0 0 0 1844943 1965255 2104943 2241755 152381 261093 6678622 7490622 994107 1054053 5684515 6436569 X AGS IS THE PREEMINENT ORGANIZATION DEDICATED TO IMPROVING THE LIVES OF ALL PEOPLE WITH GLAUCOMA AND THOSE AT RISK BY LEADING THE ADVANCEMENT OF EDUCATION, RESEARCH, HEALTH CARE ACCESS, AND ADVOCACY. 0 0 791749 0 885868 ANNUAL MEETING OF THE AMERICAN GLAUCOMA SOCIETY - THE AGS HOLDS AN ANNUAL SCIENTIFIC MEETING THAT DRAWS ON AVERAGE OF 950 GLAUCOMA PROFESSIONALS. 200000 200000 0 RESEARCH GRANTS - AGS PROGRAMS INCLUDE AWARDING RESEARCH GRANTS TO YOUNG AND MID-CAREER PHYSICIAN SCIENTISTS; ON AVERAGE FOUR GRANTS ARE AWARDED. THE AGS ALSO HAS A MENTORING PROGRAM FOR THE ADVANCEMENT OF PHYSICIAN SCIENTISTS. THIS PROGRAM IS FUNDED BY A CORPORATE SUPPORTER OR A FOUNDATION AND ITS MISSION IS TO PROVIDE FINANCIAL AID TO YOUNG GLAUCOMATOLOGISTS TO OVERCOME BARRIERS IN THEIR EARLY CAREER PATH; SIX TO TEN AWARDS ARE GRANTED ANNUALLY DEPENDING ON FUNDING. 105738 0 0 OPHTHALMOLOGY GLAUCOMA - OPHTHALMOLOGY GLAUCOMA PROVIDES A STIMULATING FORUM FOR DISCUSSION OF CLINICAL, SCIENTIFIC, AND SOCIOECONOMIC ISSUES OF GREATEST CONCERN TO CLINICIANS WHO CARE FOR GLAUCOMA PATIENTS. EACH ISSUE PRESENTS ORIGINAL ARTICLES ON NEW APPROACHES TO DIAGNOSIS, INNOVATIONS IN PHARMACOLOGICAL THERAPY AND SURGICAL TECHNIQUE, AND BASIC SCIENCE ADVANCES THAT IMPACT CLINICAL PRACTICE. 355831 76500 525047 OTHER PROGRAM SERVICES INCLUDE GRANTS TO OUTSIDE ORGANIZATIONS WORKING WITH GLAUCOMA AND ISSUES OF THE EYE, MEMBERSHIP DUES ADMINISTRATION, AS WELL AS MISCELLANEOUS BOARD APPROVED SPECIAL PROJECTS. 355831 76500 525047 1453318 1 1 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 1 22 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 19 19 0 1 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 0 0 0 CA X WAJHMA ABOUD 4155618587 655 BEACH STREET SAN FRANCSICO CA 94109 X CHRISTOPHER A GIRKIN MD MSPH PRES THRU 3/2023 / PAST PRESIDENT 1.00 1.00 X X 0 0 0 LEON W HERNDON JR MD VP THRU 3/2023 / PRES START 3/2023 1.00 1.00 X X 0 0 0 CARLA J SIEGFRIED MD VP START 3/2023 1.00 1.00 X X 0 0 0 LISA FRAN ROSENBERG MD TREASURER THRU 3/2023 1.00 1.00 X X 0 0 0 DAVID G GODFREY MD TREASURER START 3/2023 1.00 1.00 X X 0 0 0 JOANN A GIACONI MD SECRETARY 1.00 1.00 X X 0 0 0 LAMA A AL-ASWAD MD MPH MEMBER-AT-LARGE 1.00 1.00 X 0 0 0 DONALD L BUDENZ MD MPH PAST PRESIDENT THRU 3/2023 1.00 1.00 X 0 0 0 GEOFFREY T EMERICK MD PATIENT COMMITTEE CHAIR 1.00 1.00 X 0 0 0 RONALD L FELLMAN MD PAST PRESIDENT 1.00 1.00 X 0 0 0 ANN CAROLINE FISHER MD DEI COMMITTEE CHAIR START 3/2023 1.00 1.00 X 0 0 0 YING HAN MD RESEARCH COMM CHAIR START 3/2023 1.00 1.00 X 0 0 0 RICHARD K LEE MD PHD RESEARCH COMM CHAIR THRU 3/2023 1.00 1.00 X 0 0 0 MICHELE C LIM MD PROGRAM COMMITTEE CHAIR 1.00 1.00 X 0 0 0 FELIPE A MEDEIROS MD PHD BYLAWS/STRAT PLANNING COMM CHAIR 1.00 1.00 X 0 0 0 KELLY W MUIR MD EDUCATION AND COMMUNICATION CHAIR 1.00 1.00 X 0 0 0 MILDRED MG OLIVIER MD MEMBER-AT-LARGE THRU 3/2023 1.00 1.00 X 0 0 0 ROMA PATEL MD MEMBER-AT-LARGE START 3/2023 1.00 1.00 X 0 0 0 DOUGLAS J RHEE MD MEMBER-AT-LARGE START 3/2023 1.00 1.00 X 0 0 0 SAMUEL P SOLISH MD COUNCILOR TO AAO 1.00 1.00 X 0 0 0 ANGELA V TURALBA MD MMS MEMBER-AT-LARGE 1.00 1.00 X 0 0 0 THASARAT S VAJARANANT MD LEAD AMBASSADOR 1.00 1.00 X 0 0 0 KATEKI VINOD MD MEMBER-AT-LARGE 1.00 1.00 X 0 0 0 JANEY WIGGS MD PHD NOMINATING COMM CHAIR THRU 3/2023 1.00 1.00 X 0 0 0 0 0 0 0 0 0 0 AUSTIN 20 HOTEL LLC DBA MARRIOTT HOTEL 62960 COLLECTION DRIVE CHICAGO IL 60693 CONVENTION SERVICES 482775 SF-ASSOCIATION MANAGEMENT SERVICES 655 BEACH STREET SAN FRANCISCO CA 94109 CONTRACT MANAGEMENT SERVICES 425000 BRYN MAWR COMMUNICATIONS GROUP 1008 UPPER GULPH ROAD WAYNE PA 19087 AUDIO VISUAL SERVICES 193506 3 200000 587000 787000 REGISTRATION FEES 541900 885868 885868 MEMBERSHIP DUES 541900 506600 506600 CONTINUING ED. COMMISSION REVENUE 541900 17847 17847 MISC ANNUAL MEETING REVENUE 900099 600 600 1410915 167246 167246 118687 0 118687 118687 118687 MISCELLANEOUS REVENUE 900099 19000 19000 19000 2502848 1410915 0 304933 X 276500 276500 425000 425000 3750 3750 16119 16119 42500 42500 790 790 581763 393019 188744 50077 5763 44314 37227 37227 43109 30130 12979 647728 647728 11923 2395 9528 DUES AND SUBSCRIPTIONS 86434 84126 2308 PRINTING/PUBLICATIONS 14539 12097 2442 4296 1560 2736 2241755 1453318 788437 0 1263694 1316685 70000 25000 74943 122896 5269985 6026041 6678622 7490622 56949 46716 110000 50000 800790 926580 26368 30757 994107 1054053 X 4958401 5749240 726114 687329 5684515 6436569 6678622 7490622 X 261093 470912 20049 X 0 1 X 1 0 X 835000 811500 852500 790000 787000 4076000 1238274 1316584 949766 1326354 1410915 6241893 2073274 2128084 1802266 2116354 2197915 10317893 603700 613495 916275 721430 650883 3505783 3265 26216 29481 606965 613495 942491 721430 650883 3535264 6782629 103446 80784 99228 93724 167246 544428 103446 80784 99228 93724 167246 544428 14500 11000 15500 22000 19000 82000 2191220 2219868 1916994 2232078 2384161 10944321 0.61970 0.62320 0.04970 0.04280 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: OTHER REVENUE - 2019 AMOUNT: $ 14,500. 2020 AMOUNT: $ 11,000. 2021 AMOUNT: $ 15,500. 2022 AMOUNT: $ 22,000. 2023 AMOUNT: $ 19,000. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 1 42500 42500 0 PART II-B, LINE 1: THE ORGANIZATION CONTRACTED WITH AN OUTSIDE LOBBYING CONSULTANT FOR CONGRESSIONAL OUTREACH PERTAINING TO THE CENTERS FOR MEDICARE AND MEDICAID SERVICES (CMS) PROPOSED REIMBURSEMENT RATES FOR CERTAIN GLAUCOMA SURGERIES, WHICH WERE SLATED TO BE REDUCED BY OVER 90%. 0 DUE TO RELATED ORGANIZATION 30757 30757 1 AMERICAN ACADEMY OF OPHTHALMOLOGY 655 BEACH STREET SAN FRANCISCO CA 94109 411336784 501(C)(6) 30000 0 EDUCATION MASSACHUSETTS EAR AND EYE INFIRMARY 243 CHARLES STREET BOSTON MA 02114 042103591 501(C)(3) 50000 0 GLAUCOMA RESEARCH REGENTS OF THE UNIVERSITY OF CALIFORNIA 9500 GILMAN DRIVE LA JOLLA CA 92093 956006144 STATE OF CA 10000 0 MENTORING PROGRAM STANFORD UNIVERSITY 450 JANE STANFORD WAY STANFORD CA 94305 941156365 501(C)(3) 50000 0 GLAUCOMA RESEARCH TRUSTEES OF COLUMBIA UNIVERSITY IN THE CITY OF NEW YORK PO BOX 29789 NEW YORK NY 10087 135598093 501(C)(3) 50000 0 GLAUCOMA RESEARCH WILLS EYE INSTITUTE 840 WALNUT STREET SUITE 1140 PHILADELPHIA PA 19107 236000204 501(C)(3) 50000 0 GLAUCOMA RESEARCH DUKE UNIVERSITY EYE CENTER 2351 ERWIN ROAD DURHAM NC 27710 560532129 501(C)(3) 10000 0 MENTORING PROGRAM UNIVERSITY HOSPITALS CLEVELAND MEDICAL CENTER PO BOX 78000 DETROIT MI 48278 341567805 501(C)(3) 10000 0 MENTORING PROGRAM WEST VIRGINIA UNIVERSITY EYE INSTITUTE 1 MEDICAL CENTER DRIVE MORGANTOWN WV 26506 556000842 STATE OF WV 10000 0 MENTORING PROGRAM 8 1 PART I, LINE 2: THE AGS AWARDS GLAUCOMA RESEARCH FELLOWSHIP CONTRIBUTIONS/GRANTS TO MD'S ASSOCIATED WITH HOSPITALS/EDUCATIONAL INSTITUTIONS. FUNDS ARE TRANSFERRED TO VARIOUS INSTITUTIONS, WHO THEN FUNNEL THE AWARDS TO THE INDIVIDUAL MD APPLICANTS. A COMMITTEE OF THE AGS BOARD WAS ESTABLISHED TO REVIEW THE APPLICATIONS AND TO RECOMMEND AWARDS TO THE BOARD FOR APPROVAL. OTHER FUNDS GRANTED WERE MONITORED VIA CONTINUOUS, CLOSE-WORKING RELATIONSHIPS WITH THE LISTED ORGANIZATIONS. FORM 990, PART VI, SECTION A, LINE 3 THE AGS 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. PAYMENTS TO SF-AMS DURING THE 2023 CALENDAR YEAR TOTALED $425,000. FORM 990, PART VI, SECTION A, LINE 6 THE AGS HAS ONE CLASS OF MEMBER (AS DEFINED PER THE FORM 990 INSTRUCTIONS) WHO MAY PARTICIPATE IN THE ORGANIZATION'S GOVERNANCE--ACTIVE MEMBERS. ACTIVE MEMBERS ARE OPHTHALMOLOGISTS IN THE UNITED STATES, UNITED STATES TERRITORIES, AND CANADA WHO ARE ACTIVELY ENGAGED IN THE CLINICAL PRACTICE, TEACHING, AND/OR RESEARCH OF GLAUCOMA AS THEIR MAJOR INVOLVEMENT IN OPHTHALMOLOGY. FORM 990, PART VI, SECTION A, LINE 7A EACH ACTIVE 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 AN AFFIRMATIVE VOTE OF A TWO-THIRDS MAJORITY OF ACTIVE MEMBERS OF THE SOCIETY. 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 IT IS THE POLICY OF THE BOARD OF DIRECTORS OF AGS THAT ITS DIRECTORS DISCLOSE AND, DEPENDING ON THE CIRCUMSTANCES, AVOID ANY AND ALL POSSIBLE CONFLICTS OF INTEREST. A DIRECTOR HAS A CONFLICT OF INTEREST WHEN A PERSON OR A MEMBER OF HIS OR HER FAMILY HAS A RELATIONSHIP OR AN INTEREST IN ANOTHER ENTITY THAT DOES BUSINESS WITH AGS OR IS A COMPETITOR OF AGS. THIS POLICY IS IMPLEMENTED AND ENFORCED SO AS TO PREVENT THE JUDGMENT OF THE BOARD FROM BEING INFLUENCED BY AN ECONOMIC RELATIONSHIP IN WHICH A DIRECTOR OR HIS/HER FAMILY IS PERSONALLY INVOLVED. DIRECTORS SATISFY TWO OBLIGATIONS IN REGARDS TO THIS CONFLICT OF INTEREST POLICY: (1) ASCERTAINING AND DISCLOSING THEIR OWN FAMILY CONFLICTS, AND (2) DETERMINING WHETHER ANOTHER INVOLVED PERSON SHOULD PARTICIPATE IN DELIBERATIONS AND/OR VOTING ON AN ISSUE WITH RESPECT TO WHICH HE/SHE HAS A CONFLICT. A DIRECTOR WILL DISCLOSE ANY CONFLICT AT BOARD MEETINGS AND RECUSE THEMSELVES IF SUCH CONFLICT EXISTS. TO ACCOMPLISH AND FULFILL THIS POLICY, ALL DIRECTORS ANNUALLY SUBMIT A DISCLOSURE STATEMENT, AND ARE RESPONSIBLE FOR UPDATING THE STATEMENT IF CHANGES OCCUR DURING THE YEAR. FORM 990, PART VI, SECTION C, LINE 19 AGS MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART IX, LINE 11G CONTRACTUAL SERVICES - ANNUAL MEETING: PROGRAM SERVICE EXPENSES 112,632. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 112,632. CONTRACTUAL SERVICES - ADMININSTRATIVE: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 145,319. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 145,319. CONTRACTUAL SERVICES - OPHTHALMOLOGY GLAUCOMA: PROGRAM SERVICE EXPENSES 23,612. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 23,612. CONTRACTUAL SERVICES - OTHER: PROGRAM SERVICE EXPENSES 256,775. MANAGEMENT AND GENERAL EXPENSES 43,425. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 300,200. FORM 990, PART XI, LINE 9: RETURNED GRANTS 20,049. AMERICAN GLAUCOMA SOCIETY FOUNDATION 655 BEACH STREET SAN FRANCISCO CA 94109 273868699 SUPPORT FOR GLAUCOMA RESEARCH AND EXCELLENCE IN GLAUCOMA TREATMENT CA 501(C)(3) LINE 7 AMERICAN GLAUCOMA SOCIETY 1 0 0 1 0 1 0 0 0 0 0 0 0 1 1 0 0 0 0 0 AMERICAN GLAUCOMA SOCIETY FOUNDATION C 200000 BOOK VALUE