2019-07-12T16:29:33-05:00 2018-08-31 521855942 TATE AND TRYON 2021 L STREET NW SUITE 400 WASHINGTON DC 20036 990 2017-09-01 953877992 AMERICAN SOCIETY OF CATARACT AND REFRACTIVE SURGERY AMER 7035912220 4000 LEGATO ROAD NO 700 FAIRFAX VA 22033 KIJU DELEON CHIEF FINANCIAL OFFICER 7035912220 2019-07-12 1 FREDERICK LONGWOOD P00439715 2022932200 108.51.75.215 2019-07-12 16:29:29 ED P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 E00C1B72A282B2DBA32C4E843B5DC08B13B76E4B 2017 2019-02-21 02:37:17Z ASCRS DAVID A KARCHER 4000 LEGATO ROAD NO 700 FAIRFAX VA 22033 16552992 0 X WWW.ASCRS.ORG X 1974 CA TO ADVANCE, BENEFIT, AND CLARIFY THE MEDICAL FIELD OF OPHTHALMOLOGY. 10 10 72 10 194017 -13938 0 0 15805521 14705349 300993 462469 601297 603015 16707811 15770833 61900 40000 0 0 6826383 7091119 0 0 0 10918354 10252660 17806637 17383779 -1098826 -1612946 15817182 11685347 7149820 6057136 8667362 5628211 THE MISSION OF THE AMERICAN SOCIETY OF CATARACT AND REFRACTIVE SURGERY IS TO ADVANCE THE ART AND SCIENCE OF OPHTHALMIC SURGERY AND THE KNOWLEDGE AND SKILLS OF OPHTHALMIC SURGEONS. IT DOES SO BY PROVIDING CLINICAL AND PRACTICE MANAGEMENT EDUCATION. 0 0 THE 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. THE 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. THE 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. 0 0 1 1 0 0 0 0 0 1 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 83 0 1 72 1 1 1 0 0 0 1 1 0 X 10 10 0 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X THE ORGANIZATION 7035912220 4000 LEGATO ROAD NO 700 FAIRFAX VA 22033 THOMAS SAMUELSON MD PRESIDENT 2.00 X X 0 0 0 NICK MAMALIS MD VICE PRESIDENT 2.00 X X 0 0 0 BONNIE HENDERSON MD IMMEDIATE PAST PRESIDENT 2.00 X X 0 0 0 KERRY SOLOMON MD PAST PRESIDENT 2.00 X X 0 0 0 TERRY KIM MD TREASURER 2.00 X X 0 0 0 RICHARD HOFFMAN MD SECRETARY 2.00 X X 0 0 0 DAVID CHANG MD CHAIR ASCRS FOUNDATION 2.00 X X 0 0 0 ERIC DONNENFELD MD MEDICAL EDITOR EYEWORLD 2.00 X 0 0 0 EDWARD HOLLAND MD CHAIR PROGRAM COMMITTEE 2.00 X 0 0 0 RICHARD LINDSTROM MD MEMBER AT LARGE 2.00 X 0 0 0 DAVID KARCHER CHIEF EXECUTIVE OFFICER 40.00 X 534985 0 221392 DONALD BELL CHIEF OPERATING OFFICER 40.00 X 297771 0 34244 KIJU DELEON CHIEF FINANCIAL OFFICER 40.00 X 258581 0 33766 DONALD LONG PUBLISHER EYEWORLD 40.00 X 257461 0 33766 NANCEY MCCANN DIRECTOR GOVT RELATIONS 40.00 X 249426 0 35723 TRENT LUTZ DIRECTOR STRATEGIC OPS 40.00 X 233067 0 16965 LAUREEN ROWLAND EXECUTIVE DIRECTOR ASOA 40.00 X 180321 0 16395 DEBORAH BERRY DIRECTOR EDUCATION 40.00 X 176720 0 16407 RICHARD MRAZ DIRECTOR IT 40.00 X 156778 0 33927 PATTYE WHITMER DIRECTOR RESOURCE TEAM 40.00 X 155681 0 14841 PAULA SCHNEIDER DIRECTOR MEETINGS 40.00 X 152066 0 32514 WENDY PACHECO MANAGING EDITOR JCRS 40.00 X 141981 0 26154 WRENN HAISLIP WEB MANAGER 40.00 X 133611 0 14653 JOSHUA BRANDENBURG IT MANAGER 40.00 X 124039 0 4788 SCOTT SHAFFER CONTROLLER 40.00 X 121646 0 22717 LAURA JOHNSON CME DIRECTOR 40.00 X 105989 0 12995 3280123 0 571247 19 0 1 0 LEONARD PFEIFFER & CO LLC 1319 F ST NW STE 800 WASHINGTON DC 20004 EXECUTIVE SEARCH SERVICES 140425 ELXEL LLC 1305 WISCONSIN AVE NW STE 2B WASHINGTON DC 20007 DESIGN SERVICES 115920 2 MEETING REVENUE 900099 9675978 9675978 MEMBERSHIP DUES 900099 2935810 2935810 CORPORATE SUPPORT 900099 1549026 1549026 JCRS 900099 350518 350518 PROGRAM ADVERTISING 541800 194017 194017 14705349 356102 356102 262292 262292 888526 782159 106367 106367 106367 MANAGEMENT FEES 900099 243270 243270 MISCELLANEOUS 900099 97453 97453 340723 15770833 13303029 194017 2273787 40000 3160552 3341287 103949 485331 49689 50795 63841 354013 108962 1155910 834341 582590 621067 5431984 109041 34072 PUBLICATIONS 544767 JOINT VENTURES 67930 DUES & MEMBERSHIP 67701 GIFTS AND AWARDS 49321 126636 17383779 5836456 991998 7945621 8569912 682331 818227 39315 32826 726712 716720 1464116 1193042 223840 271074 362907 284590 15817182 11685347 1156454 1014504 5126828 4726243 866538 316389 7149820 6057136 X 8667362 5628211 8667362 5628211 15817182 11685347 X -1612946 170886 -1597091 X X 0 1 X 1 0 0 0 0 ASCRS EYEPAC 4000 LEGATO ROAD 700 FAIRFAX VA 22033 262850760 0 0 0 0 1 2935810 338000 216917 554917 440372 114545 PART I-A, LINE 1: ASCRS EYEPAC IS A SECTION 527 SEPARATE SEGREGATED FUND CONDUCTING POLITICAL CAMPAIGN ACTIVITIES. 288111 186161 101950 871724 711357 160367 304281 295524 8757 271074 DEFERRED RENT 316389 316389 15941719 170886 170886 15770833 0 15770833 17383779 0 17383779 0 17383779 1 UNIVERSITY OF UTAH MORAN EYE CENTER 65 MEDICAL DR NORTH TOWER SALT LAKE CITY UT 84132 876000525 115 10000 PROGRAM SUPPORT AAO SURGICAL SCOPE FUND 20 F STREET NW 100 WASHINGTON DC 20001 411336784 501(C)6 30000 PROGRAM SUPPORT 1 1 PART I, LINE 2: WE RECEIVE INFORMATION FROM THE ORGANIZATIONS THAT DESCRIBE THE PROGRAMS THAT WE SUPPORT. X 1 1 X X X 0 1 0 DAVID KARCHER CHIEF EXECUTIVE OFFICER 525817 0 0 0 9168 0 200800 0 22231 0 758016 0 0 0 DONALD BELL CHIEF OPERATING OFFICER 287486 0 8800 0 1485 0 10786 0 25237 0 333794 0 0 0 KIJU DELEON CHIEF FINANCIAL OFFICER 249596 0 7800 0 1185 0 10308 0 25237 0 294126 0 0 0 DONALD LONG PUBLISHER EYEWORLD 246916 0 7800 0 2745 0 10308 0 25237 0 293006 0 0 0 NANCEY MCCANN DIRECTOR GOVT RELATIONS 240096 0 7500 0 1830 0 8009 0 29465 0 286900 0 0 0 TRENT LUTZ DIRECTOR STRATEGIC OPS 217047 0 14600 0 1420 0 8750 0 9907 0 251724 0 0 0 LAUREEN ROWLAND EXECUTIVE DIRECTOR ASOA 173088 0 5600 0 1633 0 6976 0 10953 0 198250 0 0 0 DEBORAH BERRY DIRECTOR EDUCATION 170363 0 5600 0 757 0 6988 0 10918 0 194626 0 0 0 RICHARD MRAZ DIRECTOR IT 151265 0 4800 0 713 0 6213 0 29152 0 192143 0 0 0 PATTYE WHITMER DIRECTOR RESOURCE TEAM 144666 0 9500 0 1515 0 5422 0 10848 0 171951 0 0 0 PAULA SCHNEIDER DIRECTOR MEETINGS 146556 0 4600 0 910 0 4800 0 29151 0 186017 0 0 0 WENDY PACHECO MANAGING EDITOR JCRS 133902 0 6602 0 1477 0 5562 0 21986 0 169529 0 0 0 PART I, LINE 1A THE 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 4B DAVID KARCHER: 457F PLAN, $190,000 FOR TAX YEAR 8/31/2018. FORM 990, PART VI, SECTION A, LINE 6 THE 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 7A MEMBERS 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 11B THE 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 12C ON 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 15 ANNUAL COMPARISON OF PAY LEVELS ARE MADE THROUGH THE USE OF SALARY SURVEYS BENCHMARKING JOBS TO APPROPRIATE COMPARATOR COMPANIES ON A NATIONAL AND REGIONAL BASIS, ANNUAL REVIEW OF RAISES FOR PEER COMPANIES/COMPARABLE JOBS IN THE METRO D.C. AREA, RESULTS OF THE INDIVIDUAL'S PERFORMANCE, AND YEARS OF APPLICABLE EXPERIENCE AND ANY UNIQUE SKILL SET. FORM 990, PART VI, SECTION C, LINE 19 DOCUMENTS 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 -1,597,091. FORM 990, PART XII, LINE 2C THE AUDIT OVERSIGHT PROCESS HAS REMAINED UNCHANGED FROM THE PRIOR YEAR. ASCRS EYEPAC 4000 LEGATO ROAD FAIRFAX VA 22033 POLITICAL CONTRIBUTIONS VA 527 AMERICAN SOCIETY OF CATARACT & REFRACTIVE SURGERY 1 ASCRS OPHTHALMIC SERVICES CORPORATION 4000 LEGATO ROAD FAIRFAX VA 22033 541803272 PUBLISHES EYEWORLD MAGAZINE VA AMERICAN SOCIETY OF CATARACT & REFRACTIVE SURGERY C 6207550 891969 1.00000 1 0 0 0 1 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 EYEPAC N 60547 FMV EYEPAC O 106348 FMV ASCRS OPHTHALMIC SERVICES CORPORATION D 3687538 FMV