FURP.ORG / PUBLIC DATA EXPLORER

AMERICAN SOCIETY OF CATARACT & REFRACTIVE SURGERY: Form 990, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
AMERICAN SOCIETY OF CATARACT & REFRACTIVE SURGERY (EIN 95-3877992)
Tax period
2024-09-01 to 2025-08-31
Filed
2026-06-15
IRS object ID
202601669349301375
Schema version
2024v5.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2026-06-15T16:30:49-04:00ReturnTs
Tax Period End2025-08-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN752205725PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1WHITSELL AND COMPANY PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11275 EAST ROAD TO SIX FLAGS STE 100AddressLine1Txt
CityARLINGTONCityNm
State AbbreviationTXStateAbbreviationCd
ZIP760115045ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2024-09-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN953877992EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1AMERICAN SOCIETY OF CATARACTBusinessNameLine1Txt
Business Name Line2AND REFRACTIVE SURGERYBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlAMERBusinessNameControlTxt
Phone7035912220PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11751 RIVER RUN STE 200 PMB 17013048AddressLine1Txt
CityFORT WORTHCityNm
State AbbreviationTXStateAbbreviationCd
ZIP76107ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonSTEPHEN H SPEARESPersonNm
Person TitleEXECUTIVE DIRECTORPersonTitleTxt
Phone7035912220PhoneNum
Signature2025-06-14SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonDANIEL G WHITSELLPreparerPersonNm
PTINP01072186PTIN
Phone8174610041PhoneNum
Preparation2026-06-15PreparationDt
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Address ChangeYes (X)AddressChangeInd

Doing Business As Name DoingBusinessAsName

FieldValueIRS element (for citing)
Business Name Line1ASCRSBusinessNameLine1Txt
FieldValueIRS element (for citing)
Principal OfficerSTEPHEN H SPEARESPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line11751 RIVER RUNAddressLine1Txt
Address Line2SUITE 200 PMB 17013048AddressLine2Txt
CityFORT WORTHCityNm
State AbbreviationTXStateAbbreviationCd
ZIP76107ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$17,589,358GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501cYes (X)Organization501cInd
Website AddressWWW.ASCRS.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1974FormationYr
Legal Domicile StateCALegalDomicileStateCd
Activity Or MissionTHE MISSION OF THE AMERICAN SOCIETY OF CATARACT AND REFRACTIVE SURGERY IS TO EMPOWER ANTERIOR SEGMENT SURGEONS TO IMPROVE THE VISION, OUTCOMES, AND QUALITY OF LIFE FOR THEIR PATIENTS THROUGH INNOVATIVE APPROACHES TO EDUCATION, ADVOCACY, AND PHILANTHROPY.ActivityOrMissionDesc
Voting Members Governing Body9VotingMembersGoverningBodyCnt
Voting Members Independent9VotingMembersIndependentCnt
Total Employee46TotalEmployeeCnt
Total Volunteers25TotalVolunteersCnt
Total Gross UBI-$9,592TotalGrossUBIAmt
CY Contributions Grants$0CYContributionsGrantsAmt
PY Program Service Revenue$15,112,115PYProgramServiceRevenueAmt
CY Program Service Revenue$16,104,241CYProgramServiceRevenueAmt
PY Investment Income$138,691PYInvestmentIncomeAmt
CY Investment Income$193,078CYInvestmentIncomeAmt
PY Other Revenue$1,111,813PYOtherRevenueAmt
CY Other Revenue$1,240,043CYOtherRevenueAmt
PY Total Revenue$16,362,619PYTotalRevenueAmt
CY Total Revenue$17,537,362CYTotalRevenueAmt
PY Grants And Similar Paid$61,000PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$43,000CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$5,906,287PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$5,988,532CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$10,963,014PYOtherExpensesAmt
CY Other Expenses$11,009,097CYOtherExpensesAmt
PY Total Expenses$16,930,301PYTotalExpensesAmt
CY Total Expenses$17,040,629CYTotalExpensesAmt
PY Revenues Less Expenses-$567,682PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$496,733CYRevenuesLessExpensesAmt
Total Assets BOY$10,025,564TotalAssetsBOYAmt
Total Assets EOY$11,654,385TotalAssetsEOYAmt
Total Liabilities BOY$3,717,382TotalLiabilitiesBOYAmt
Total Liabilities EOY$3,010,534TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$6,308,182NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$8,643,851NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionTHE MISSION OF THE AMERICAN SOCIETY OF CATARACT AND REFRACTIVE SURGERY IS TO EMPOWER ANTERIOR SEGMENT SURGEONS TO IMPROVE THE VISION, OUTCOMES, AND QUALITY OF LIFE FOR THEIR PATIENTS THROUGH INNOVATIVE APPROACHES TO EDUCATION, ADVOCACY, AND PHILANTHROPY.MissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
DescTHE ANNUAL SYMPOSIUM AND OTHER MEETINGS THROUGHOUT THE YEAR PROVIDE EDUCATION IN THE FIELDS OF CATARACT AND REFRACTIVE SURGERY AND OTHER OPHTHALMOLOGY RELATED TOPICS. THE MEETINGS ARE EDUCATIONAL AND PROMOTE THE SOCIETY'S EXEMPT PURPOSE.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
DescTHE JOURNAL OF CATARACT AND REFRACTIVE SURGERY, PUBLISHED MONTHLY, IS EDUCATIONAL IN NATURE AND SERVES TO PROMOTE THE EXEMPT PURPOSE OF THE ORGANIZATION. INCLUDED ARE ARTICLES ON ALL ASPECTS OF ANTERIOR SEGMENT SURGERY. IN ADDITION TO ORIGINAL CLINICAL STUDIES, THE JOURNAL FEATURES A CONSULTATION SECTION, PRACTICAL TECHNIQUES, IMPORTANT CASES, AND REVIEWS AS WELL AS BASIC SCIENCE ARTICLES.Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
DescTHE BI-MONTHLY PUBLICATION, ADMINISTRATIVE EYECARE, CONTAINS INFORMATION ABOUT OPHTHALMIC OFFICE ADMINISTRATION AND SERVICES TO PROMOTE THE EXEMPT PURPOSE OF THE ORGANIZATION. REGULAR COLUMNS INCLUDE BUSINESS OPERATIONS, FINANCE, HUMAN RESOURCES, INFORMATION TECHNOLOGY, LEGAL ISSUES, MANAGEMENT, MARKETING, REVENUE GENERATION, CODING AND REIMBURSEMENT, LEGISLATIVE AND REGULATORY UPDATES, TECHNICIAN MANAGEMENT, AMBULATORY SURGICAL CENTERS, OPTICAL SHOPS, AND OPHTHALMIC PRACTICES.Desc

Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp

FieldValueIRS element (for citing)
DescGENERAL SUPPORT OF ORGANIZATION'S MISSION.Desc
FieldValueIRS element (for citing)
Described In Section501c3falseDescribedInSection501c3Ind
Schedule B RequiredfalseScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Subject To Proxy TaxYes (true)SubjectToProxyTaxInd
Donor Advised FundfalseDonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtfalseCollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Donor Rstr Or Quasi EndowmentsfalseDonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (true)ReportLandBuildingEquipmentInd
Report Investments Other SecfalseReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsfalseReportOtherAssetsInd
Report Other LiabilitiesfalseReportOtherLiabilitiesInd
Include FIN48 FootnotefalseIncludeFIN48FootnoteInd
Independent Audit Fincl StmtfalseIndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtfalseConsolidatedAuditFinclStmtInd
School OperatingfalseSchoolOperatingInd
Foreign OfficefalseForeignOfficeInd
Foreign ActivitiesfalseForeignActivitiesInd
More Than5000 K To OrgfalseMoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingfalseProfessionalFundraisingInd
Fundraising ActivitiesfalseFundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsYes (true)GrantsToOrganizationsInd
Grants To IndividualsfalseGrantsToIndividualsInd
Schedule J RequiredYes (true)ScheduleJRequiredInd
Tax Exempt BondsfalseTaxExemptBondsInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemfalseBusinessRlnWithFamMemInd
Business Rln With35 Ctrl EntfalseBusinessRlnWith35CtrlEntInd
Deductible Non Cash ContrifalseDeductibleNonCashContriInd
Deductible Art ContributionfalseDeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityfalseDisregardedEntityInd
Related EntityYes (true)RelatedEntityInd
Related Organization Ctrl EntYes (true)RelatedOrganizationCtrlEntInd
Transaction With Control EntYes (true)TransactionWithControlEntInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
Info In Schedule O Part VYes (X)InfoInScheduleOPartVInd
IRP Document96IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (true)BackupWthldComplianceInd
Employee46EmployeeCnt
Employment Tax Returns FiledYes (true)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Foreign Financial AccountfalseForeignFinancialAccountInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsYes (true)NondeductibleContributionsInd
Nondeductible Contri DisclYes (true)NondeductibleContriDisclInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst IncfalseSubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members9GoverningBodyVotingMembersCnt
Independent Voting Member9IndependentVotingMemberCnt
Family Or Business RlnfalseFamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersYes (true)MembersOrStockholdersInd
Election Of Board MembersYes (true)ElectionOfBoardMembersInd
Decisions Subject To ApprovafalseDecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Form990 Provided To Gvrn BodyYes (true)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (true)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (true)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (true)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (true)WhistleblowerPolicyInd
Document Retention PolicyYes (true)DocumentRetentionPolicyInd
Compensation Process CEOYes (true)CompensationProcessCEOInd
Compensation Process OtherYes (true)CompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd
States Where Copy Of Return Is FldCAStatesWhereCopyOfReturnIsFldCd
Other WebsiteYes (X)OtherWebsiteInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonDOV CLAYTONPersonNm
Phone7035912220PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11751 RIVER RUN STE 200 PMB 17013048AddressLine1Txt
CityFORT WORTHCityNm
State AbbreviationTXStateAbbreviationCd
ZIP76107ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (25 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtKey EmployeeKeyEmployeeIndHighest Compensated EmployeeHighestCompensatedEmployeeInd
FRANCIS MAH MD
PRESIDENT2.00Yes (X)Yes (X)$0$0$0
KEVIN MILLER MD
VICE PRESIDE2.00Yes (X)Yes (X)$0$0$0
VANCE THOMPSON
IMMEDIATE PA2.00Yes (X)Yes (X)$0$0$0
CATHY MCCABE MD
TREASURER2.00Yes (X)Yes (X)$0$0$0
NICOLE FRAM MD
SECRETARY2.00Yes (X)Yes (X)$0$0$0
SUSANNE HEWITT MD
GOVT RELATIO2.00Yes (X)$0$0$0
SAM GARG MD
EYEWORLD CHA2.00Yes (X)$0$0$0
NICK MAMALIS MD
MEMBER AT LA2.00Yes (X)$0$0$0
TOM SAMUELSON MD
PROGRAM CHAI2.00Yes (X)$0$0$0
STEPHEN H SPEARES
EXECUTIVE DI40.00Yes (X)$661,732$0$45,335
ABIGAIL MARKWARD
EXEC DIR - A40.00Yes (X)$352,121$0$32,969
MARK CRIBBEN
DIR OF GOVT40.00$183,774$0$35,590Yes (X)
ANGELA W NICHOLS
CHIEF OPER.40.00Yes (X)$186,231$0$26,790
JESSICA DONOHOE
DIRECTOR SAL40.00$184,113$0$13,823Yes (X)
LAURA ROUSSEAU
DIR. OF DEVE40.00$193,663$0$9,777Yes (X)
RICHARD E MRAZ
CHIEF TECH O40.00Yes (X)$163,149$0$25,722
JOSEPH F DOOLEY
SALES MANAGE40.00$180,629$0$12,311Yes (X)
AMANDA WIEGREFE
ASSOC DIR -40.00$159,772$0$11,426Yes (X)
KAREN O MATHES
DIRECTOR MBS40.00$150,665$0$19,823Yes (X)
MATTHEW E MOSELEY
EXECUTIVE DI40.00Yes (X)$143,096$0$15,998
JENNIFER G GALLIHUGH
GROUP DIR. A40.00$133,562$0$14,677Yes (X)
GENIE G BAILEY
MANAGING EDI40.00$120,906$0$14,546Yes (X)
CRISTA L PARKER
DIR., COMMUN40.00$119,646$0$7,612Yes (X)
KRISTINE A COAN
DIR., EDUC &40.00$114,316$0$23,500Yes (X)
KIMBERLY J MANGAN
ASSOC DIR -40.00$117,843$0$10,183Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$3,165,218TotalReportableCompFromOrgAmt
Total Other Compensation$320,082TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K24IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (true)TotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
FREEMAN AUDIOVISUAL AND DECORATING
4545 W DAVIS STDALLASTX75211AV SERVICES$4,040,792
LEVY
3721 N CLARK STCHICAGOIL60613FOOD/BEVERAGE$821,348
LIPPINCOTT WILLIAMS
16705 COLLECTION CENTER DRCHICAGOIL60693ESCRS JOURNAL$560,528
INTERACTIVE STRATEGIES LLC
1133 CONNECTICUT AVE NW STE 600MWASHINGTONDC20036TECHNOLOGY SVCS$294,574
AVENUE LIVE
1008 UPPER GULPH RDWAYNEPA19087AV SERVICES$213,683
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K5CntrctRcvdGreaterThan100KCnt

Program Service Revenue ProgramServiceRevenueGrp (5 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmtExclusionExclusionAmtUnrelated Business RevenueUnrelatedBusinessRevenueAmt
MEETING REVENUE900099$8,510,990$8,510,990
CORPORATE SUPPORT900099$4,910,743$4,910,743
MEMBERSHIP DUES900099$2,637,454$2,637,454
PROGRAM ADVERTISING900099$54,646$54,646
JCRS541800-$9,592-$9,592
FieldValueIRS element (for citing)
Total Program Service Revenue$16,104,241TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$193,074TotalRevenueColumnAmt
Exclusion$193,074ExclusionAmt

Royalties Revenue RoyaltiesRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$313,107TotalRevenueColumnAmt
Exclusion$313,107ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$52,000SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$51,996SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$4SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$4TotalRevenueColumnAmt
Exclusion$4ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp (3 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
MANAGEMENT FEES900099$619,470$619,470
HOTEL REBATES900099$288,431$288,431
OTHER REVENUE900099$19,035$19,035
FieldValueIRS element (for citing)
Other Revenue Total$926,936OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$17,537,362TotalRevenueColumnAmt
Related Or Exempt Func Income$12,130,026RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue-$9,592UnrelatedBusinessRevenueAmt
Exclusion$5,416,928ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$43,000TotalAmt
Program Services$43,000ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$2,847,386TotalAmt
Program Services$2,847,386ProgramServicesAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$2,187,475TotalAmt
Program Services$1,297,692ProgramServicesAmt
Management And General$889,783ManagementAndGeneralAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$248,146TotalAmt
Program Services$204,292ProgramServicesAmt
Management And General$43,854ManagementAndGeneralAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$354,304TotalAmt
Program Services$291,690ProgramServicesAmt
Management And General$62,614ManagementAndGeneralAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$351,221TotalAmt
Program Services$289,152ProgramServicesAmt
Management And General$62,069ManagementAndGeneralAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$11,940TotalAmt
Program Services$1,998ProgramServicesAmt
Management And General$9,942ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$88,946TotalAmt
Program Services$14,887ProgramServicesAmt
Management And General$74,059ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$25,380TotalAmt
Program Services$4,248ProgramServicesAmt
Management And General$21,132ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$512,042TotalAmt
Program Services$487,953ProgramServicesAmt
Management And General$24,089ManagementAndGeneralAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$32,983TotalAmt
Program Services$32,833ProgramServicesAmt
Management And General$150ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$910,717TotalAmt
Program Services$563,308ProgramServicesAmt
Management And General$347,409ManagementAndGeneralAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$1,514,366TotalAmt
Program Services$471,033ProgramServicesAmt
Management And General$1,043,333ManagementAndGeneralAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$13,984TotalAmt
Program Services$2,661ProgramServicesAmt
Management And General$11,323ManagementAndGeneralAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$808,426TotalAmt
Program Services$673,731ProgramServicesAmt
Management And General$134,695ManagementAndGeneralAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$6,792,363TotalAmt
Program Services$6,782,902ProgramServicesAmt
Management And General$9,461ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$95,755TotalAmt
Program Services$53,441ProgramServicesAmt
Management And General$42,314ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$48,359TotalAmt
Program Services$26,988ProgramServicesAmt
Management And General$21,371ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (3 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmt
PUBLICATIONS$79,351$79,176$175
DUES AND MEMBERSHIP$60,679$51,190$9,489
GIFTS AND AWARDS$13,806$7,878$5,928

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$17,040,629TotalAmt
Program Services$14,227,439ProgramServicesAmt
Management And General$2,813,190ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$1,985,782BOYAmt
EOY$2,579,514EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$127,613BOYAmt
EOY$142,127EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$1,437,927BOYAmt
EOY$1,726,259EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$530,203BOYAmt
EOY$832,460EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$1,161,281LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$969,860LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$173,709BOYAmt
EOY$191,421EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$5,728,876BOYAmt
EOY$6,145,104EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$41,454BOYAmt
EOY$37,500EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$10,025,564BOYAmt
EOY$11,654,385EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$814,813BOYAmt
EOY$462,545EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$2,902,569BOYAmt
EOY$2,547,989EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$3,717,382BOYAmt
EOY$3,010,534EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$4,308,182BOYAmt
EOY$6,643,851EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$2,000,000BOYAmt
EOY$2,000,000EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$6,308,182BOYAmt
EOY$8,643,851EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$10,025,564BOYAmt
EOY$11,654,385EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$496,733ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$393,804NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$1,445,132OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewYes (true)AccountantCompileOrReviewInd

Acct Compile Or Review Basis AcctCompileOrReviewBasisGrp

FieldValueIRS element (for citing)
Consolidated Basis Fincl StmtYes (X)ConsolidatedBasisFinclStmtInd
FieldValueIRS element (for citing)
FS AuditedfalseFSAuditedInd
Audit CommitteeYes (true)AuditCommitteeInd
Federal Grant Audit RequiredfalseFederalGrantAuditRequiredInd

Schedule C IRS990ScheduleC

FieldValueIRS element (for citing)
Substantially All Dues NondedfalseSubstantiallyAllDuesNondedInd
Only In House LobbyingfalseOnlyInHouseLobbyingInd
Agree Carryover Prior YearYes (true)AgreeCarryoverPriorYearInd
Dues Assessments$2,637,454DuesAssessmentsAmt
Non Deductible Lbbyng Pltcl CY$661,550NonDeductibleLbbyngPltclCYAmt
Non Ded Lbbyng Pltcl Cyov$1,262,783NonDedLbbyngPltclCyovAmt
Non Deductible Lbbyng Pltcl Tot$1,924,333NonDeductibleLbbyngPltclTotAmt
Aggregate Reported Dues Ntc$395,618AggregateReportedDuesNtcAmt
Carried Over$1,528,715CarriedOverAmt

Schedule D IRS990ScheduleD

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$128,494OtherCostOrOtherBasisAmt
Depreciation$23,844DepreciationAmt
Book Value$104,650BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$1,032,787OtherCostOrOtherBasisAmt
Depreciation$946,016DepreciationAmt
Book Value$86,771BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$191,421TotalBookValueLandBuildingsAmt

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (true)GrantRecordsMaintainedInd

Recipient Table RecipientTable

Recipient Business Name RecipientBusinessName

FieldValueIRS element (for citing)
Business Name Line1AAO SURGICAL SCOPE FUNDBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 39000AddressLine1Txt
CitySAN FRANCISCOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94139ZIPCd
FieldValueIRS element (for citing)
Recipient EIN411336784RecipientEIN
IRC Section501C6IRCSectionDesc
Cash Grant$40,000CashGrantAmt
Purpose Of GrantPATIENT SAFETYPurposeOfGrantTxt
FieldValueIRS element (for citing)
Total501c3 Org1Total501c3OrgCnt
Total Other Org1TotalOtherOrgCnt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE I, PAGE 1, PART I, LINE 2FormAndLineReferenceDesc
ExplanationWE RECEIVE INFORMATION FROM THE ORGANIZATIONS THAT DESCRIBE THE PROGRAMS THAT WE SUPPORT.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Written Employment ContractYes (X)WrittenEmploymentContractInd
Compensation SurveyYes (X)CompensationSurveyInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance PaymentfalseSeverancePaymentInd
Supplemental Nonqual Rtr PlanfalseSupplementalNonqualRtrPlanInd
Equity Based Comp ArrngmfalseEquityBasedCompArrngmInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (11 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtBonus Filing OrganizationBonusFilingOrganizationAmountOther Compensation Filing OrgOtherCompensationFilingOrgAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmt
STEPHEN H SPEARES
EXECUTIVE DIRECTOR$535,742$125,000$990$34,750$10,585$707,067
ABIGAIL MARKWARD
EXEC DIR - ASCRS FDN$251,776$100,000$345$31,000$1,969$385,090
MARK CRIBBEN
DIR OF GOVT RELTNS$170,284$12,500$990$31,000$4,590$219,364
ANGELA W NICHOLS
CHIEF OPER. OFFICER$148,081$38,000$150$23,500$3,290$213,021
JESSICA DONOHOE
DIRECTOR SALES, SP$133,888$50,000$225$9,263$4,560$197,936
LAURA ROUSSEAU
DIR. OF DEVELOPMENT$153,018$40,000$645$9,777$203,440
RICHARD E MRAZ
CHIEF TECH OFFICER$150,304$12,500$345$15,137$10,585$188,871
JOSEPH F DOOLEY
SALES MANAGER$135,494$45,000$135$12,311$192,940
AMANDA WIEGREFE
ASSOC DIR - GOVT REL$152,122$7,500$150$11,426$171,198
KAREN O MATHES
DIRECTOR MBSH, COMM$150,665$19,823$170,488
MATTHEW E MOSELEY
EXECUTIVE DIR - ASOA$143,096$15,998$159,094

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (11 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990 - ORGANIZATION'S MISSIONTHE MISSION OF THE AMERICAN SOCIETY OF CATARACT AND REFRACTIVE SURGERY IS TO EMPOWER ANTERIOR SEGMENT SURGEONS TO IMPROVE THE VISION, OUTCOMES, AND QUALITY OF LIFE FOR THEIR PATIENTS THROUGH INNOVATIVE APPROACHES TO EDUCATION, ADVOCACY, AND PHILANTHROPY.
FORM 990, PAGE 2, PART III, LINE 4DGENERAL SUPPORT OF ORGANIZATION'S MISSION.
FORM 990, PAGE 5, PART V, LINE 3BUNRELATED BUSINESS TAXABLE INCOME IS A LOSS FOR THE YEAR ENDED 8/31/2025.
FORM 990, PAGE 6, PART VI, LINE 6THE CORPORATION HAS SIX CLASSES OF MEMBERS: (1) REGULAR MEMBERS, WHICH CONSISTS OF ANY PHYSICIAN WHO HOLDS A DEGREE OF DOCTOR OF OSTEOPATHY OR DOCTOR OF PHILOSOPHY AND HOLDS AN UNRESTRICTED LICENSE TO PRACTICE; (2) MILITARY MEMBERS, WHICH CONSISTS OF ANY OPHTHALMOLOGIST WHO SATISFIES THE REQUIREMENTS FOR REGULAR MEMBERSHIP AND IS ON ACTIVE SERVICE WITH THE ARMED FORCES OF THE U.S.; (3) HONORARY MEMBERS, WHICH CONSISTS OF ANY PERSON ELIGIBLE FOR REGULAR MEMBERSHIP WHO HAS SINGULARLY AIDED THE PROGRESS OF ANTERIOR SEGMENT SURGERY; (4 AND 5) RESIDENT AND FELLOW MEMBERS, WHICH CONSIST OF PERSONS ENGAGED FULL-TIME IN AN APPROVED OPHTHALMOLOGY PROGRAM; AND (6) MEMBERS EMERITUS, WHICH CONSISTS OF ANY MEMBER WHO RETIRES FROM THE ACTIVE PRACTICE OF MEDICINE.
FORM 990, PAGE 6, PART VI, LINE 7AMEMBERS REPRESENTING TWO PERCENT OF THE VOTING POWER MAY NOMINATE OFFICERS OR CANDIDATES FOR THE EXECUTIVE COMMITTEE BY A PETITION, SIGNED BY THOSE MEMBERS WITHIN ELEVEN MONTHS PRECEDING THE NEXT TIME MEMBERS OF THE EXECUTIVE COMMITTEE ARE TO BE ELECTED. ON TIMELY RECEIPT OF A PETITION SIGNED BY THE REQUIRED NUMBER OF MEMBERS, THE SECRETARY SHALL CAUSE THE NAMES OF THE CANDIDATES NAMED ON IT TO BE PLACED ON THE BALLOT ALONG WITH THE NAMES OF THE OTHER CANDIDTATES. IF THERE IS A MEETING OF MEMBERS TO ELECT MEMBERS TO THE EXECUTIVE COMMITTEE, ANY MEMBER PRESENT AT THE MEETING IN PERSON MAY PLACE NAMES IN NOMINATION. MEMBERS OF THE EXECUTIVE COMMITTEE AND OFFICERS SHALL BE ELECTED BY MEMBERS ENTITLED TO VOTE.
FORM 990, PAGE 6, PART VI, LINE 11BTHE CFO AMD CONTROLLER REVIEW THE INFORMATION IN THE FORM 990 AND COMPARE TO INTERNAL FINANCIAL STATEMENTS. THE FULL EXECUTIVE COMMITTEE IS PROVIDED ACCESS TO THE RETURNS PRIOR TO FILING.
FORM 990, PAGE 6, PART VI, LINE 12CON AN ANNUAL BASIS, THE PERSONS COVERED BY THE ORGANIZATION'S CONFLICT OF INTEREST POLICY ARE ASKED TO REVIEW THE POLICY AND TO PROVIDE DETAILS ON ANY CONFLICTS OF INTEREST THAT EXIST.
FORM 990, PAGE 6, PART VI, LINE 15ACEO / EXECUTIVE DIRECTOR COMPENSATION IS GOVENED BY CONTRACT APPROVED BY EXECUTIVE COMMITTEE. SALARIES OF OTHER OFFICERS AND KEY EMPLOYEES ARE ALL CHECKED WITH COMPARISON DATA.
FORM 990, PAGE 6, PART VI, LINE 15BSALARIES OF OTHER OFFICERS AND KEY EMPLOYEES ARE ALL CHECKED WITH COMPARISON DATA.
FORM 990, PAGE 6, PART VI, LINE 19DOCUMENTS AND POLICIES, AS WELL AS FINANCIAL STATEMENTS, ARE PROVIDED UPON REQUEST. THE FORM 990 IS POSTED ON GUIDESTAR.COM.
FORM 990, PART XI, LINE 9BOOK / TAX DEPRECIATION DIFFERENCE 3,309 EYEWORLD VALUATION CHANGE 496,240 PPP LOAN FORGIVENESS 945,583 TOTAL 1,445,132

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp

Disregarded Entity Name DisregardedEntityName

FieldValueIRS element (for citing)
Business Name Line1ASCRS EYEPACBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line11751 RIVER RUN STE 200 PMB 17013048AddressLine1Txt
CityFORT WORTHCityNm
State AbbreviationTXStateAbbreviationCd
ZIP76107ZIPCd
FieldValueIRS element (for citing)
Primary ActivitiesPOLITICALPrimaryActivitiesTxt
Legal Domicile StateVALegalDomicileStateCd
Exempt Code Section527ExemptCodeSectionTxt

Direct Controlling Entity Name DirectControllingEntityName

FieldValueIRS element (for citing)
Business Name Line1ASCRSBusinessNameLine1Txt
FieldValueIRS element (for citing)
Controlled OrganizationYes (true)ControlledOrganizationInd

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp

Related Organization Name RelatedOrganizationName

FieldValueIRS element (for citing)
Business Name Line1ASCRS OPHTHALMIC SERVICES CORPBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line11751 RIVER RUN STE 200 PMB 17013048AddressLine1Txt
CityFORT WORTHCityNm
State AbbreviationTXStateAbbreviationCd
ZIP76107ZIPCd
FieldValueIRS element (for citing)
EIN541803272EIN
Primary ActivitiesPUBLISHINGPrimaryActivitiesTxt
Legal Domicile StateVALegalDomicileStateCd
Direct Controlling NAN/ADirectControllingNACd
Entity TypeC CORPEntityTypeTxt
Share Of Total Income$2,207,194ShareOfTotalIncomeAmt
Share Of EOY Assets$265,297ShareOfEOYAssetsAmt
Ownership1.00000OwnershipPct
Controlled OrganizationYes (true)ControlledOrganizationInd
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts RyltsfalseReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgfalseGiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth OrgfalseGiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other OrgYes (true)LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth OrgfalseLoansOrGuaranteesFromOthOrgInd
Div Related OrganizationfalseDivRelatedOrganizationInd
Asset Sale To Other OrgfalseAssetSaleToOtherOrgInd
Asset Purchase From Other OrgfalseAssetPurchaseFromOtherOrgInd
Asset ExchangefalseAssetExchangeInd
Rental Of Facilities To Oth OrgfalseRentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth OrgfalseRentalOfFcltsFromOthOrgInd
Perform Of Services For Oth OrgfalsePerformOfServicesForOthOrgInd
Perform Of Services By Other OrgfalsePerformOfServicesByOtherOrgInd
Sharing Of FacilitiesYes (true)SharingOfFacilitiesInd
Paid Employees SharingfalsePaidEmployeesSharingInd
Reimbursement Paid To Other OrgYes (true)ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgfalseReimbursementPaidByOtherOrgInd
Transfer To Other OrgfalseTransferToOtherOrgInd
Transfer From Other OrgfalseTransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (2 entries)

Transaction TypeTransactionTypeTxtInvolvedInvolvedAmtMethod Of Amount DeterminationMethodOfAmountDeterminationTxt
EYEPAC
N$10,439FMV
ASCRS OPHTHALMIC SERVICES CORP
D$4,687,246FMV