FURP.ORG / PUBLIC DATA EXPLORER

AMERICAN SOCIETY OF CATARACT & REFRACTIVE SURGERY: Form 990, tax year 2016

View the entire original 990 at ProPublica ↗

Organization
AMERICAN SOCIETY OF CATARACT & REFRACTIVE SURGERY (EIN 95-3877992)
Tax period
2016-09-01 to 2017-08-31
Filed
2018-07-13
IRS object ID
201811949349301376
Schema version
2016v3.0
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)
Return2018-07-13T15:05:16-05:00ReturnTs
Tax Period End2017-08-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN521855942PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Tate and TryonBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line12021 L Street NW Suite 400AddressLine1Txt
CityWashingtonCityNm
State AbbreviationDCStateAbbreviationCd
ZIP20036ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2016-09-01TaxPeriodBeginDt

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
Signature2018-07-13SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonFrederick LongwoodPreparerPersonNm
PTINP00439715PTIN
Phone2022932200PhoneNum
FieldValueIRS element (for citing)
Tax2016TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

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$18,196,088GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501cYes (X)Organization501cInd
Website Addresswww.ascrs.orgWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1974FormationYr
Legal Domicile StateCALegalDomicileStateCd
Activity Or MissionTO ADVANCE, BENEFIT, AND CLARIFY THE MEDICAL FIELD OF OPHTHALMOLOGY.ActivityOrMissionDesc
Voting Members Governing Body11VotingMembersGoverningBodyCnt
Voting Members Independent11VotingMembersIndependentCnt
Total Employee72TotalEmployeeCnt
Total Volunteers11TotalVolunteersCnt
Total Gross UBI$258,783TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm-$35,044NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$0PYContributionsGrantsAmt
CY Contributions Grants$0CYContributionsGrantsAmt
PY Program Service Revenue$14,508,565PYProgramServiceRevenueAmt
CY Program Service Revenue$15,805,521CYProgramServiceRevenueAmt
PY Investment Income$218,873PYInvestmentIncomeAmt
CY Investment Income$300,993CYInvestmentIncomeAmt
PY Other Revenue$576,551PYOtherRevenueAmt
CY Other Revenue$601,297CYOtherRevenueAmt
PY Total Revenue$15,303,989PYTotalRevenueAmt
CY Total Revenue$16,707,811CYTotalRevenueAmt
PY Grants And Similar Paid$204,914PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$61,900CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$6,077,940PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$6,826,383CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$9,585,917PYOtherExpensesAmt
CY Other Expenses$10,918,354CYOtherExpensesAmt
PY Total Expenses$15,868,771PYTotalExpensesAmt
CY Total Expenses$17,806,637CYTotalExpensesAmt
PY Revenues Less Expenses-$564,782PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$1,098,826CYRevenuesLessExpensesAmt
Total Assets BOY$15,910,719TotalAssetsBOYAmt
Total Assets EOY$15,817,182TotalAssetsEOYAmt
Total Liabilities BOY$6,219,562TotalLiabilitiesBOYAmt
Total Liabilities EOY$7,149,820TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$9,691,157NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$8,667,362NetAssetsOrFundBalancesEOYAmt
MissionThe 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.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 Document102IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee72EmployeeCnt
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
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 (28 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtKey EmployeeKeyEmployeeIndHighest Compensated EmployeeHighestCompensatedEmployeeInd
Bonnie An Henderson MD
ASCRS President2.00Yes (X)Yes (X)$0$0$0
kerry d solomon md
Immediate Past President2.00Yes (X)Yes (X)$0$0$0
robert j cionni md
Past President2.00Yes (X)Yes (X)$0$0$0
richard a lewis md
Past President (thru 5/2017)2.00Yes (X)Yes (X)$0$0$0
Thomas W Samuelson MD
Vice President/President E2.00Yes (X)Yes (X)$0$0$0
Nick Mamalis MD
Treasurer2.00Yes (X)Yes (X)$0$0$0
terry kim md
Secretary2.00Yes (X)Yes (X)$0$0$0
David F Chang MD
Chair, Foundation-Intl Com2.00Yes (X)$0$0$0
Edward J Holland MD
Chair, Program Cmte2.00Yes (X)$0$0$0
Richard L Lindstrom MD
Member-at-Large2.00Yes (X)$0$0$0
Stephen S Lane MD
Chair, Foundation-Domestic (thru 5/2017)2.00Yes (X)$0$0$0
Brock K Bakewell MD
Chair, Gov't Relations2.00Yes (X)$0$0$0
eric D Donnenfeld MD
Medical Editor, Eyeworld2.00Yes (X)$0$0$0
DAVID KARCHER
EXECUTIVE DIRECTOR AND CEO40.00Yes (X)$536,489$0$223,793
DONALD BELL
CHIEF OPERATING OFFICER40.00Yes (X)$280,581$0$29,492
KIJU DELEON
CHIEF FINANCIAL OFFICER40.00Yes (X)$240,725$0$24,633
DONALD LONG
PUBLISHER, EYEWORLD40.00$268,237$0$28,317Yes (X)
NANCEY MCCANN
DIRECTOR, GOVT RELATIONS40.00$233,529$0$28,647Yes (X)
TRENT LUTZ
DIRECTOR, STRATEGIC OPS40.00$216,598$0$17,809Yes (X)
LAUREEN ROWLAND
EXECUTIVE DIRECTOR, ASOA40.00$172,110$0$17,755Yes (X)
DEBORAH BERRY
DIRECTOR, EDUCATION40.00$164,974$0$12,088Yes (X)
CHRISTOPHER DANIELS
DIRECTOR, MARKETING40.00$160,969$0$3,478Yes (X)
PATTYE WHITMER
DIRECTOR, OPERATIONS40.00$155,412$0$16,780Yes (X)
RICHARD MRAZ
DIRECTOR, IT40.00$146,247$0$20,602Yes (X)
PAULA SCHNEIDER
DIRECTOR, MEETINGS40.00$136,912$0$27,040Yes (X)
WENDY PACHECO
MANAGING EDITOR, JOURNAL40.00$130,070$0$24,239Yes (X)
WRENN HAISLIP
MANAGER, WEB40.00$126,778$0$10,352Yes (X)
JOSHUA BRANDENBURG
MANAGER, NETWORK OPS40.00$114,324$0$4,554Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$3,083,955TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$489,579TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K18IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp

Contractor Name ContractorName

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1ELXEL LLCBusinessNameLine1Txt

Contractor Address ContractorAddress

US Address USAddress

FieldValueIRS element (for citing)
Address Line1800 4th Street SWAddressLine1Txt
CityWashingtonCityNm
State AbbreviationDCStateAbbreviationCd
ZIP20024ZIPCd
FieldValueIRS element (for citing)
Servicesdesign servicesServicesDesc
Compensation$100,500CompensationAmt
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K1CntrctRcvdGreaterThan100KCnt

Program Service Revenue ProgramServiceRevenueGrp (5 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmtExclusionExclusionAmtUnrelated Business RevenueUnrelatedBusinessRevenueAmt
Meeting Revenue900099$10,049,083$10,049,083
Membership Dues900099$2,947,243$2,947,243
Corporate Support900099$2,183,233$2,183,233
JCRS900099$367,179$367,179
Program Advertising541800$258,783$258,783
FieldValueIRS element (for citing)
Total Program Service Revenue$15,805,521TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$243,526TotalRevenueColumnAmt
Exclusion$243,526ExclusionAmt

Royalties Revenue RoyaltiesRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$321,839TotalRevenueColumnAmt
Exclusion$321,839ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$1,545,744SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$1,488,277SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$57,467SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$57,467TotalRevenueColumnAmt
Exclusion$57,467ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp (2 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
Management Fees900099$244,200$244,200
Miscellaneous900099$35,258$35,258
FieldValueIRS element (for citing)
Other Revenue Total$279,458OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$16,707,811TotalRevenueColumnAmt
Related Or Exempt Func Income$13,642,963RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$258,783UnrelatedBusinessRevenueAmt
Exclusion$2,806,065ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$61,900TotalAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$2,846,531TotalAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$3,192,429TotalAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$19,667TotalAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$325,850TotalAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$441,906TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$33,814TotalAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$56,345TotalAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$52,915TotalAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$240,552TotalAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$363,682TotalAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$1,381,093TotalAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$762,996TotalAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$575,633TotalAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$823,395TotalAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$5,570,177TotalAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$129,166TotalAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$36,383TotalAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmt
Publications$466,399
gifts and awards$154,123
Joint Ventures$93,032
Dues & Membership$72,698

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$105,951TotalAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$17,806,637TotalAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$7,099,180BOYAmt
EOY$5,836,456EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$7,122,488BOYAmt
EOY$7,945,621EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$925,315BOYAmt
EOY$682,331EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

FieldValueIRS element (for citing)
BOY$27,227BOYAmt
EOY$0EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
BOY$44,002BOYAmt
EOY$39,315EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$634,598BOYAmt
EOY$726,712EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$1,307,841LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$1,084,001LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$245,231BOYAmt
EOY$223,840EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY-$187,322BOYAmt
EOY$362,907EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$15,910,719BOYAmt
EOY$15,817,182EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$933,123BOYAmt
EOY$1,156,454EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$4,584,466BOYAmt
EOY$5,126,828EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$701,973BOYAmt
EOY$866,538EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$6,219,562BOYAmt
EOY$7,149,820EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$9,691,157BOYAmt
EOY$8,667,362EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$9,691,157BOYAmt
EOY$8,667,362EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$15,910,719BOYAmt
EOY$15,817,182EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss-$1,098,826ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$337,800NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets-$262,769OtherChangesInNetAssetsAmt
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)
Paid Internal Funds$0PaidInternalFundsAmt
Contributions Rcvd Dlvr$0ContributionsRcvdDlvrAmt
FieldValueIRS element (for citing)
Substantially All Dues Nonded0SubstantiallyAllDuesNondedInd
Only In House Lobbying0OnlyInHouseLobbyingInd
Agree Carryover Prior YearYes (1)AgreeCarryoverPriorYearInd
Dues Assessments$2,947,243DuesAssessmentsAmt
Non Deductible Lbbyng Pltcl CY$426,593NonDeductibleLbbyngPltclCYAmt
Non Ded Lbbyng Pltcl Cyov$232,410NonDedLbbyngPltclCyovAmt
Non Deductible Lbbyng Pltcl Tot$659,003NonDeductibleLbbyngPltclTotAmt
Aggregate Reported Dues Ntc$442,086AggregateReportedDuesNtcAmt
Carried Over$216,917CarriedOverAmt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePart I-A, Line 1:FormAndLineReferenceDesc
ExplanationASCRS eyePAC is a section 527 separate segregated fund conducting political campaign activities.ExplanationTxt

Schedule D IRS990ScheduleD

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$277,264OtherCostOrOtherBasisAmt
Depreciation$152,226DepreciationAmt
Book Value$125,038BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$726,294OtherCostOrOtherBasisAmt
Depreciation$640,821DepreciationAmt
Book Value$85,473BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$304,283OtherCostOrOtherBasisAmt
Depreciation$290,954DepreciationAmt
Book Value$13,329BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$223,840TotalBookValueLandBuildingsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)

DescDescAmtAmt
Deferred Compensation$446,443
Deferred Rent$420,095
FieldValueIRS element (for citing)
Total Liability$866,538TotalLiabilityAmt
Total Rev Etc Audited Fincl Stmt$17,045,611TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$337,800NetUnrealizedGainsInvstAmt
Revenue Not Reported$337,800RevenueNotReportedAmt
Revenue Subtotal$16,707,811RevenueSubtotalAmt
Revenue Not Reported Fincl Stmt$0RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$16,707,811TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$17,806,637TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$17,806,637ExpensesSubtotalAmt
Expenses Not Rpt Fincl Stmt$0ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$17,806,637TotalExpensesPerForm990Amt

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
University of Utah Moran Eye Center
65 Medical Dr North TowerSalt Lake CityUT84132876000525115$10,000Program Support
AAO Surgical Scope Fund
20 F Street NW 100WashingtonDC20001411336784501(c)6$50,000Program 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 (13 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
DAVID KARCHER
EXECUTIVE DIRECTOR AND CEO$533,399$0$0$0$3,090$0$200,600$0$24,717$0$761,806$0$0$0
DONALD BELL
CHIEF OPERATING OFFICER$279,924$0$312$0$345$0$10,600$0$20,440$0$311,621$0$0$0
KIJU DELEON
CHIEF FINANCIAL OFFICER$240,066$0$314$0$345$0$10,001$0$16,180$0$266,906$0$0$0
DONALD LONG
PUBLISHER, EYEWORLD$264,562$0$1,770$0$1,905$0$9,917$0$19,948$0$298,102$0$0$0
NANCEY MCCANN
DIRECTOR, GOVT RELATIONS$232,240$0$299$0$990$0$8,075$0$22,084$0$263,688$0$0$0
TRENT LUTZ
DIRECTOR, STRATEGIC OPS$215,654$0$299$0$645$0$8,119$0$11,142$0$235,859$0$0$0
LAUREEN ROWLAND
EXECUTIVE DIRECTOR, ASOA$170,825$0$295$0$990$0$7,009$0$12,042$0$191,161$0$0$0
DEBORAH BERRY
DIRECTOR, EDUCATION$164,529$0$295$0$150$0$6,646$0$6,702$0$178,322$0$0$0
CHRISTOPHER DANIELS
DIRECTOR, MARKETING$160,329$0$295$0$345$0$3,478$0$1,236$0$165,683$0$0$0
PATTYE WHITMER
DIRECTOR, OPERATIONS$145,715$0$8,707$0$990$0$5,422$0$12,546$0$173,380$0$0$0
RICHARD MRAZ
DIRECTOR, IT$145,802$0$295$0$150$0$4,794$0$17,008$0$168,049$0$0$0
PAULA SCHNEIDER
DIRECTOR, MEETINGS$135,972$0$295$0$645$0$5,868$0$22,372$0$165,152$0$0$0
WENDY PACHECO
MANAGING EDITOR, JOURNAL$128,785$0$295$0$990$0$2,678$0$22,713$0$155,461$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 8/31/2017.

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 15ANNUAL 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 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 -262,769.
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$7,417,202ShareOfTotalIncomeAmt
Share Of EOY Assets$1,204,592ShareOfEOYAssetsAmt
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$52,382FMV
EYEPAC
O$99,802FMV
ASCRS Ophthalmic Services Corporation
D$1,661,883FMV