FURP.ORG / PUBLIC DATA EXPLORER

AMERICAN SOCIETY OF CATARACT & REFRACTIVE SURGERY: Form 990, tax year 2018

View the entire original 990 at ProPublica ↗

Organization
AMERICAN SOCIETY OF CATARACT & REFRACTIVE SURGERY (EIN 95-3877992)
Tax period
2018-09-01 to 2019-08-31
Filed
2020-07-15
IRS object ID
202041979349301609
Schema version
2018v3.2
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)
Return2020-07-15T07:05:48-05:00ReturnTs
Tax Period End2019-08-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN420714325PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1RSM US LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line12021 L STREET NW 400AddressLine1Txt
CityWASHINGTONCityNm
State AbbreviationDCStateAbbreviationCd
ZIP20036ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2018-09-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN953877992EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1AMERICAN SOCIETY OF CATARACT ANDBusinessNameLine1Txt
Business Name Line2REFRACTIVE SURGERYBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlAMERBusinessNameControlTxt
Phone7035912220PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line14000 LEGATO ROAD NO 700AddressLine1Txt
CityFAIRFAXCityNm
State AbbreviationVAStateAbbreviationCd
ZIP22033ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonKIJU DELEONPersonNm
Person TitleCHIEF FINANCIAL OFFICERPersonTitleTxt
Phone7035912220PhoneNum
Signature2020-07-14SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonFREDERICK LONGWOODPreparerPersonNm
PTINP00439715PTIN
Phone2022932200PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address98.169.113.4IPv4AddressTxt
FieldValueIRS element (for citing)
IP2020-07-14IPDt
IP Tm15:30:50IPTm
IP TimezoneEDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdDA39A3EE5E6B4B0D3255BFEF95601890AFD80709AtSubmissionCreationDeviceId
At Submission Filing Device Id3318B49C02FFCED3B54CBDB6FF63589650DB4DC5AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2018TaxYr
Build TS2020-09-23 17:36:50ZBuildTS

Form 990 IRS990

Doing Business As Name DoingBusinessAsName

FieldValueIRS element (for citing)
Business Name Line1ASCRSBusinessNameLine1Txt
FieldValueIRS element (for citing)
Principal OfficerDAVID A KARCHERPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line14000 LEGATO ROAD NO 700AddressLine1Txt
CityFAIRFAXCityNm
State AbbreviationVAStateAbbreviationCd
ZIP22033ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$22,178,625GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501cYes (X)Organization501cInd
Website AddressWWW.ASCRS.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1974FormationYr
Legal Domicile StateCALegalDomicileStateCd
Activity Or MissionTO EMPOWER ANTERIOR SEGMENT SURGEONS TO IMPROVE THE VISION, OUTCOMES AND QUALITY OF LIFE FOR THEIR PATIENTSActivityOrMissionDesc
Voting Members Governing Body11VotingMembersGoverningBodyCnt
Voting Members Independent11VotingMembersIndependentCnt
Total Employee73TotalEmployeeCnt
Total Volunteers11TotalVolunteersCnt
Total Gross UBI$213,211TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm-$14,058NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$0PYContributionsGrantsAmt
CY Contributions Grants$0CYContributionsGrantsAmt
PY Program Service Revenue$14,705,349PYProgramServiceRevenueAmt
CY Program Service Revenue$15,941,213CYProgramServiceRevenueAmt
PY Investment Income$462,469PYInvestmentIncomeAmt
CY Investment Income$329,463CYInvestmentIncomeAmt
PY Other Revenue$603,015PYOtherRevenueAmt
CY Other Revenue$816,167CYOtherRevenueAmt
PY Total Revenue$15,770,833PYTotalRevenueAmt
CY Total Revenue$17,086,843CYTotalRevenueAmt
PY Grants And Similar Paid$40,000PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$45,650CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$7,091,119PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$6,538,645CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$10,252,660PYOtherExpensesAmt
CY Other Expenses$11,893,609CYOtherExpensesAmt
PY Total Expenses$17,383,779PYTotalExpensesAmt
CY Total Expenses$18,477,904CYTotalExpensesAmt
PY Revenues Less Expenses-$1,612,946PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$1,391,061CYRevenuesLessExpensesAmt
Total Assets BOY$11,685,347TotalAssetsBOYAmt
Total Assets EOY$7,953,451TotalAssetsEOYAmt
Total Liabilities BOY$6,057,136TotalLiabilitiesBOYAmt
Total Liabilities EOY$5,632,638TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$5,628,211NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$2,320,813NetAssetsOrFundBalancesEOYAmt
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 PATEINTS THROUGH INNOVATIVE APPROACHES TO EDUCATION, ADVOCACY AND PHILANTHROPY.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
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 UPDATE, TECHNICIAN MANAGEMENT, AMBULATORY SURGICAL CENTERS, OPTICAL SHOPS AND OPHTHALMIC PRACTICES.Desc
FieldValueIRS element (for citing)
Described In Section501c30DescribedInSection501c3Ind
Schedule B Required0ScheduleBRequiredInd
Political Campaign ActyYes (1)PoliticalCampaignActyInd
Subject To Proxy TaxYes (1)SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Temp Or Permanent Endowments0TempOrPermanentEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 Footnote0IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt0IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (1)ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With Officer Ent0BusinessRlnWithOfficerEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document98IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee73EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitYes (1)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (1)Form990TFiledInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible ContributionsYes (1)NondeductibleContributionsInd
Nondeductible Contri DisclYes (1)NondeductibleContriDisclInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members11GoverningBodyVotingMembersCnt
Independent Voting Member11IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or StockholdersYes (1)MembersOrStockholdersInd
Election Of Board MembersYes (1)ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process OtherYes (1)CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE ORGANIZATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone7035912220PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line14000 LEGATO ROAD NO 700AddressLine1Txt
CityFAIRFAXCityNm
State AbbreviationVAStateAbbreviationCd
ZIP22033ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (27 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtKey EmployeeKeyEmployeeIndHighest Compensated EmployeeHighestCompensatedEmployeeInd
NICK MAMALIS MD
PRESIDENT2.00Yes (X)Yes (X)$0$0$0
TERRY KIM MD
VICE PRESIDENT2.00Yes (X)Yes (X)$0$0$0
THOMAS SAMUELSON MD
IMMEDIATE PAST PRESIDENT2.00Yes (X)Yes (X)$0$0$0
BONNIE HENDERSON MD
PAST PRESIDENT2.00Yes (X)Yes (X)$0$0$0
RICHARD HOFFMAN MD
TREASURER2.00Yes (X)Yes (X)$0$0$0
DOUGLAS RHEE MD
SECRETARY2.00Yes (X)Yes (X)$0$0$0
DAVID CHANG MD
CHAIR ASCRS FOUNDATION2.00Yes (X)Yes (X)$0$0$0
ERIC DONNENFELD MD
MEDICAL EDITOR EYEWORLD2.00Yes (X)$0$0$0
EDWARD HOLLAND MD
CHAIR PROGRAM COMMITTEE2.00Yes (X)$0$0$0
RICHARD LINDSTROM MD
MEMBER AT LARGE2.00Yes (X)$0$0$0
KERRY SOLOMON MD
CHAIR ASCRS FOUNDATION2.00Yes (X)$0$0$0
STEPHEN SPEARES
CHIEF EXECUTIVE OFFICER40.00Yes (X)$334,597$0$14,665
DAVID KARCHER
FORMER CEO40.00Yes (X)$752,739$0$23,071
DONALD BELL
CHIEF OPERATING OFFICER40.00Yes (X)$290,766$0$30,630
KIJU DELEON
CHIEF FINANCIAL OFFICER40.00Yes (X)$254,931$0$31,046
DONALD LONG
PUBLISHER EYEWORLD40.00$296,490$0$19,902Yes (X)
NANCEY MCCANN
DIRECTOR GOVT RELATIONS40.00$245,172$0$31,893Yes (X)
TRENT LUTZ
DIRECTOR STRATEGIC OPS40.00$218,252$0$15,369Yes (X)
MAUREEN VARNON
DIRECTOR MARCOM40.00$182,469$0$22,077Yes (X)
DEBORAH BERRY
DIRECTOR EDUCATION40.00$181,232$0$15,037Yes (X)
LAUREEN ROWLAND
EXECUTIVE DIRECTOR ASOA40.00$175,200$0$24,748Yes (X)
RICHARD MRAZ
DIRECTOR IT40.00$154,183$0$27,114Yes (X)
PATTYE WHITMER
DIRECTOR RESOURCE TEAM40.00$146,380$0$13,187Yes (X)
NATALIE ZUNDEL
DIRECTOR FOUNDATION DEVT40.00$130,115$0$5,106Yes (X)
JOSHUA BRANDENBURG
IT MANAGER40.00$127,885$0$4,955Yes (X)
SCOTT SHAFFER
WEB MANAGER40.00$124,850$0$20,316Yes (X)
JESSICA DONOHOE
DIRECTOR SALES40.00$113,250$0$19,383Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$3,728,511TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$318,499TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K16IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (3 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
MOIRE MARKETING PARTNERS LLC
407 N WASHINGTON ST STE 102FALLS CHURCHVA22046MARKETING$301,055
HI-TECH ELECTRIC LLC
801 MT VERNON PL NWWASHINGTONDC20001ELECTRICAL SERVICES ANNUAL MTG$173,611
HIGER LOGIC LLC
PO BOX 645579PITTSBURGHPA15264WEB SERVICES$116,341
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K3CntrctRcvdGreaterThan100KCnt

Program Service Revenue ProgramServiceRevenueGrp (5 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmtExclusionExclusionAmtUnrelated Business RevenueUnrelatedBusinessRevenueAmt
MEETING REVENUE900099$10,093,488$10,093,488
MEMBERSHIP DUES900099$2,904,755$2,904,755
CORPORATE SUPPORT900099$2,368,500$2,368,500
JCRS900099$361,259$361,259
PROGRAM ADVERTISING541800$213,211$213,211
FieldValueIRS element (for citing)
Total Program Service Revenue$15,941,213TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$297,047TotalRevenueColumnAmt
Exclusion$297,047ExclusionAmt

Royalties Revenue RoyaltiesRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$340,847TotalRevenueColumnAmt
Exclusion$340,847ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$5,124,198SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$5,091,782SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$32,416SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$32,416TotalRevenueColumnAmt
Exclusion$32,416ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp (3 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmtExclusionExclusionAmt
MANAGEMENT FEES900099$441,240$441,240
MISCELLANEOUS900099$20,580$20,580
LIST RENTALS900099$13,500$13,500
FieldValueIRS element (for citing)
Other Revenue Total$475,320OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$17,086,843TotalRevenueColumnAmt
Related Or Exempt Func Income$13,821,322RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$213,211UnrelatedBusinessRevenueAmt
Exclusion$3,052,310ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$45,650TotalAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$3,358,883TotalAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$2,429,065TotalAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$130,355TotalAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$184,519TotalAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$435,823TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$20,374TotalAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$70,225TotalAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$50,666TotalAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$1,090,062TotalAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$48,233TotalAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$844,555TotalAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$904,346TotalAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$566,269TotalAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$592,298TotalAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$5,986,616TotalAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$132,203TotalAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$34,282TotalAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmt
PUBLICATIONS$677,633
TAXES, PERMITS, FILING$533,351
JOINT VENTURES$101,450
DUES & MEMBERSHIP$86,325

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$154,721TotalAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$18,477,904TotalAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$991,998BOYAmt
EOY$1,386,617EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$8,569,912BOYAmt
EOY$5,224,903EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$818,227BOYAmt
EOY$434,046EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
BOY$32,826BOYAmt
EOY$6,582EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$716,720BOYAmt
EOY$585,446EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$1,764,551LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$1,325,245LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$271,074BOYAmt
EOY$439,306EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$284,590BOYAmt
EOY-$123,449EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$11,685,347BOYAmt
EOY$7,953,451EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$1,014,504BOYAmt
EOY$2,566,327EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$4,726,243BOYAmt
EOY$2,866,750EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$316,389BOYAmt
EOY$199,561EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$6,057,136BOYAmt
EOY$5,632,638EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$5,628,211BOYAmt
EOY$2,320,813EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$5,628,211BOYAmt
EOY$2,320,813EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$11,685,347BOYAmt
EOY$7,953,451EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss-$1,391,061ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst-$144,781NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets-$1,771,556OtherChangesInNetAssetsAmt
Info In Schedule O Part XIIYes (X)InfoInScheduleOPartXIIInd
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Consolidated Basis Fincl StmtYes (X)ConsolidatedBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule C IRS990ScheduleC

FieldValueIRS element (for citing)
Political Expenditures$0PoliticalExpendituresAmt
Expended527 Activities$0Expended527ActivitiesAmt
Internal Funds Contributed$0InternalFundsContributedAmt

Section527 Political Org Section527PoliticalOrgGrp

Organization Business Name OrganizationBusinessName

FieldValueIRS element (for citing)
Business Name Line1ASCRS EYEPACBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line14000 LEGATO ROAD 700AddressLine1Txt
CityFAIRFAXCityNm
State AbbreviationVAStateAbbreviationCd
ZIP22033ZIPCd
FieldValueIRS element (for citing)
EIN262850760EIN
FieldValueIRS element (for citing)
Substantially All Dues Nonded0SubstantiallyAllDuesNondedInd
Only In House Lobbying0OnlyInHouseLobbyingInd
Agree Carryover Prior YearYes (1)AgreeCarryoverPriorYearInd
Dues Assessments$2,904,755DuesAssessmentsAmt
Non Deductible Lbbyng Pltcl CY$352,000NonDeductibleLbbyngPltclCYAmt
Non Ded Lbbyng Pltcl Cyov$114,545NonDedLbbyngPltclCyovAmt
Non Deductible Lbbyng Pltcl Tot$466,545NonDeductibleLbbyngPltclTotAmt
Aggregate Reported Dues Ntc$435,713AggregateReportedDuesNtcAmt
Carried Over$30,832CarriedOverAmt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I-A, LINE 1:FormAndLineReferenceDesc
ExplanationASCRS EYEPAC IS A SECTION 527 SEPARATE ORGANIZATION AND FUND CONDUCTING POLITICAL CAMPAIGN CONTRIBUTIONS.ExplanationTxt

Schedule D IRS990ScheduleD

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$288,111OtherCostOrOtherBasisAmt
Depreciation$223,853DepreciationAmt
Book Value$64,258BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$891,787OtherCostOrOtherBasisAmt
Depreciation$789,626DepreciationAmt
Book Value$102,161BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$584,653OtherCostOrOtherBasisAmt
Depreciation$311,766DepreciationAmt
Book Value$272,887BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$439,306TotalBookValueLandBuildingsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

FieldValueIRS element (for citing)
DescDEFERRED RENTDesc
Amt$199,561Amt
FieldValueIRS element (for citing)
Total Liability$199,561TotalLiabilityAmt
Total Rev Etc Audited Fincl Stmt$16,891,396TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst-$144,781NetUnrealizedGainsInvstAmt
Revenue Not Reported-$144,781RevenueNotReportedAmt
Revenue Subtotal$17,036,177RevenueSubtotalAmt
Investment Expenses Not Incld$50,666InvestmentExpensesNotIncldAmt
Revenue Not Reported Fincl Stmt$50,666RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$17,086,843TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$18,427,238TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$18,427,238ExpensesSubtotalAmt
Investment Expenses Not Incld2$50,666InvestmentExpensesNotIncld2Amt
Expenses Not Rpt Fincl Stmt$50,666ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$18,477,904TotalExpensesPerForm990Amt

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Recipient Table RecipientTable (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtPurpose Of GrantPurposeOfGrantTxt
FOUNDATION OF AAO - MOM PROGRAM
655 BEACH STSAN FRANCISCOCA94109411865087501C3$5,000PROGRAM SUPPORT
AAO SURGICAL SCOPE FUND
20 F ST NW STE 100WASHINGTONDC20001411336784501C6$40,000PROGRAM SUPPORT
FieldValueIRS element (for citing)
Total501c3 Org1Total501c3OrgCnt
Total Other Org1TotalOtherOrgCnt

Supplemental Information Detail SupplementalInformationDetail

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

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Travel For CompanionsYes (X)TravelForCompanionsInd
Written Policy Ref T And E ExpnssYes (1)WrittenPolicyRefTAndEExpnssInd
Substantiation RequiredYes (1)SubstantiationRequiredInd
Written Employment ContractYes (X)WrittenEmploymentContractInd
Compensation SurveyYes (X)CompensationSurveyInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr PlanYes (1)SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (12 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
STEPHEN SPEARES
CHIEF EXECUTIVE OFFICER$308,304$0$25,000$0$1,293$0$2,769$0$13,230$0$350,596$0$0$0
DAVID KARCHER
FORMER CEO$553,565$0$190,000$0$9,174$0$11,000$0$13,711$0$777,450$0$0$0
DONALD BELL
CHIEF OPERATING OFFICER$286,856$0$2,425$0$1,485$0$9,985$0$22,424$0$323,175$0$0$0
KIJU DELEON
CHIEF FINANCIAL OFFICER$253,446$0$0$0$1,485$0$10,401$0$22,424$0$287,756$0$0$0
DONALD LONG
PUBLISHER EYEWORLD$154,663$0$450$0$141,377$0$6,480$0$14,460$0$317,430$0$0$0
NANCEY MCCANN
DIRECTOR GOVT RELATIONS$241,020$0$2,322$0$1,830$0$9,985$0$23,687$0$278,844$0$0$0
TRENT LUTZ
DIRECTOR STRATEGIC OPS$216,487$0$0$0$1,765$0$8,179$0$8,904$0$235,335$0$0$0
MAUREEN VARNON
DIRECTOR MARCOM$181,470$0$0$0$999$0$7,480$0$16,190$0$206,139$0$0$0
DEBORAH BERRY
DIRECTOR EDUCATION$180,360$0$0$0$872$0$7,389$0$9,199$0$197,820$0$0$0
LAUREEN ROWLAND
EXECUTIVE DIRECTOR ASOA$173,560$0$0$0$1,640$0$7,426$0$18,911$0$201,537$0$0$0
RICHARD MRAZ
DIRECTOR IT$153,392$0$0$0$791$0$6,469$0$22,150$0$182,802$0$0$0
PATTYE WHITMER
DIRECTOR RESOURCE TEAM$143,950$0$0$0$2,430$0$5,539$0$9,112$0$161,031$0$0$0

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART I, LINE 1ATHE ASSOCIATION REQUIRES THAT THE EXECUTIVE'S SPOUSE ATTEND AND PARTICIPATE IN THOSE ASSOCIATION OR ASSOCIATION-COMMUNITY EVENTS OR MEETINGS WHICH THE EXECUTIVE'S SPOUSE CAN CONVENIENTLY ATTEND, SUBJECT TO APPROVAL ANNUALLY BY THE EXECUTIVE COMMITTEE OF THE ASSOCIATION; AND THE ASSOCIATION WILL REIMBURSE THE EXECUTIVE FULLY FOR THIS SPOUSE TRAVEL AND OTHER RELATED EXPENSES, AS WELL AS FOR THE PERSONAL FEDERAL INCOME TAX, IF ANY, PAYABLE AS A RESULT OF THIS REIMBURSEMENT.
PART I, LINE 4BDAVID KARCHER: 457F PLAN, $190,000 FOR TAX YEAR 8/31/2018.

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (8 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 6THE CORPORATION HAS SIX CLASSES OF MEMBERS: (1) REGULAR MEMBERS, WHICH CONSISTS OF ANY PHYSICIAN WHO HOLDS A DEGREE OF DOCTOR OF MEDICINE, DOCTOR OF OSTEOPATHY, OR DOCTOR OF PHILOSOPHY AND HOLD 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 AN 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 & 5) RESIDENT AND FELLOW MEMBERS, WHICH CONSIST OF PERSONS ENGAGED FULL-TIME IN AN APPROVED OPHTHALMOLOGY PROGRAM; AND (6) MEMBER EMERITUS, WHICH CONSISTS OF ANY MEMBER WHO RETIRES FROM ACTIVE PRACTICE OF MEDICINE.
FORM 990, PART VI, SECTION A, 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 PLACE ON THE BALLOT ALONG WITH THE NAMES OF THE OTHER CANDIDATES. 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, PART VI, SECTION B, LINE 11BTHE CFO AND CONTROLLER REVIEW THE INFORMATION IN THE 990 AND COMPARE TO INTERNAL FINANCIAL STATEMENTS. THE FULL EXECUTIVE COMMITTEE IS PROVIDED ACCESS TO THE RETURNS PRIOR TO FILING.
FORM 990, PART VI, SECTION B, LINE 12CON AN ANNUAL BASIS, THE PERSONS COVERED BY THE ORGANIZATIONS CONFLICT OF INTEREST POLICY ARE ASKED TO REVIEW THE POLICY AND TO PROVIDE DETAILS ON ANY CONFLICTS OF INTEREST THAT EXIST.
FORM 990, PART VI, SECTION B, LINE 15CEO/EXECUTIVE DIRECTOR COMPENSATION IS GOVERNED BY CONTRACT APPROVED BY EXECUTIVE COMMITTEE. SALARIES OF OTHER OFFICERS AND KEY EMPLOYEES ARE ALL CHECKED WITH COMPARISION DATA.
FORM 990, PART VI, SECTION C, LINE 19DOCUMENTS AND POLICIES AND FINANCIAL STATEMENTS ARE PROVIDED UPON REQUEST. THE FORM 990 IS POSTED ON GUIDESTAR.COM
FORM 990, PART XI, LINE 9:ANNUAL CHANGE IN VALUATION OF THE WHOLLY OWNED TAXABLE SUBSIDIARY, EYEWORLD -1,771,556.
FORM 990, PART XII, LINE 2CTHE AUDIT OVERSIGHT PROCESS HAS REMAINED UNCHANGED FROM THE PRIOR YEAR.

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 Line14000 LEGATO ROADAddressLine1Txt
CityFAIRFAXCityNm
State AbbreviationVAStateAbbreviationCd
ZIP22033ZIPCd
FieldValueIRS element (for citing)
Primary ActivitiesPOLITICAL CONTRIBUTIONSPrimaryActivitiesTxt
Legal Domicile StateVALegalDomicileStateCd
Exempt Code Section527ExemptCodeSectionTxt

Direct Controlling Entity Name DirectControllingEntityName

FieldValueIRS element (for citing)
Business Name Line1AMERICAN SOCIETY OF CATARACT & REFRACTIVE SURGERYBusinessNameLine1Txt
FieldValueIRS element (for citing)
Controlled OrganizationYes (1)ControlledOrganizationInd

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp

Related Organization Name RelatedOrganizationName

FieldValueIRS element (for citing)
Business Name Line1ASCRS OPHTHALMIC SERVICES CORPORATIONBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line14000 LEGATO ROADAddressLine1Txt
CityFAIRFAXCityNm
State AbbreviationVAStateAbbreviationCd
ZIP22033ZIPCd
FieldValueIRS element (for citing)
EIN541803272EIN
Primary ActivitiesPUBLISHES EYEWORLD MAGAZINEPrimaryActivitiesTxt
Legal Domicile StateVALegalDomicileStateCd

Direct Controlling Entity Name DirectControllingEntityName

FieldValueIRS element (for citing)
Business Name Line1AMERICAN SOCIETY OF CATARACT & REFRACTIVE SURGERYBusinessNameLine1Txt
FieldValueIRS element (for citing)
Entity TypeCEntityTypeTxt
Share Of Total Income$5,047,169ShareOfTotalIncomeAmt
Share Of EOY Assets$497,831ShareOfEOYAssetsAmt
Ownership1.00000OwnershipPct
Controlled OrganizationYes (1)ControlledOrganizationInd
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org0GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org0GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other OrgYes (1)LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org0LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org0RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org0PerformOfServicesForOthOrgInd
Perform Of Services By Other Org0PerformOfServicesByOtherOrgInd
Sharing Of FacilitiesYes (1)SharingOfFacilitiesInd
Paid Employees SharingYes (1)PaidEmployeesSharingInd
Reimbursement Paid To Other OrgYes (1)ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (3 entries)

Transaction TypeTransactionTypeTxtInvolvedInvolvedAmtMethod Of Amount DeterminationMethodOfAmountDeterminationTxt
EYEPAC
N$77,043FMV
EYEPAC
O$106,686FMV
ASCRS OPHTHALMIC SERVICES CORPORATION
D$5,051,055FMV