FURP.ORG / PUBLIC DATA EXPLORER

AMERICAN SOCIETY OF CATARACT & REFRACTIVE SURGERY: Form 990, tax year 2014

View the entire original 990 at ProPublica ↗

Organization
AMERICAN SOCIETY OF CATARACT & REFRACTIVE SURGERY (EIN 95-3877992)
Tax period
2014-09-01 to 2015-08-31
Filed
2016-07-13
IRS object ID
201621959349300307
Schema version
2014v6.0
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)
Return2016-07-13T08:48:40-05:00ReturnTs
Tax Period End2015-08-31TaxPeriodEndDt

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 Begin2014-09-01TaxPeriodBeginDt

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
Signature2016-07-13SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonFREDERICK LONGWOODPreparerPersonNm
PTINP00439715PTIN
Phone2022932200PhoneNum
FieldValueIRS element (for citing)
Tax2014TaxYr
Build TS2016-09-27 15:27:22ZBuildTS

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$17,097,221GrossReceiptsAmt
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 Employee67TotalEmployeeCnt
Total Volunteers0TotalVolunteersCnt
Total Gross UBI$277,539TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm-$52,231NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$0PYContributionsGrantsAmt
CY Contributions Grants$0CYContributionsGrantsAmt
PY Program Service Revenue$15,715,425PYProgramServiceRevenueAmt
CY Program Service Revenue$15,879,673CYProgramServiceRevenueAmt
PY Investment Income$345,875PYInvestmentIncomeAmt
CY Investment Income$256,500CYInvestmentIncomeAmt
PY Other Revenue$500,051PYOtherRevenueAmt
CY Other Revenue$562,230CYOtherRevenueAmt
PY Total Revenue$16,561,351PYTotalRevenueAmt
CY Total Revenue$16,698,403CYTotalRevenueAmt
PY Grants And Similar Paid$111,456PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$263,744CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$4,395,022PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$6,085,621CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$9,929,094PYOtherExpensesAmt
CY Other Expenses$9,335,665CYOtherExpensesAmt
PY Total Expenses$14,435,572PYTotalExpensesAmt
CY Total Expenses$15,685,030CYTotalExpensesAmt
PY Revenues Less Expenses$2,125,779PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$1,013,373CYRevenuesLessExpensesAmt
Total Assets BOY$22,532,666TotalAssetsBOYAmt
Total Assets EOY$17,698,664TotalAssetsEOYAmt
Total Liabilities BOY$7,409,566TotalLiabilitiesBOYAmt
Total Liabilities EOY$8,091,123TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$15,123,100NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$9,607,541NetAssetsOrFundBalancesEOYAmt
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 AssetsYes (1)ReportOtherAssetsInd
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 IndividualsYes (1)GrantsToIndividualsInd
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 Document68IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee67EmployeeCnt
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 Enfrc0RegularMonitoringEnfrcInd
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 (22 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtKey EmployeeKeyEmployeeIndHighest Compensated EmployeeHighestCompensatedEmployeeInd
RICHARD A LEWIS MD
IMMEDIATE PAST PRESIDENT2.00Yes (X)Yes (X)$0$0$0
ROBERT J CIONNI MD
ASCRS PRESIDENT2.00Yes (X)Yes (X)$0$0$0
ERIC D DONNENFELD MD
IMMEDIATE PAST PRESIDENT2.00Yes (X)Yes (X)$0$0$0
DAVID F CHANG MD
CHAIR, FOUNDATION-INTERNATIONAL CMTE2.00Yes (X)$0$0$0
KERRY D SOLOMON MD
VICE PRESIDENT/PRESIDENT ELECT2.00Yes (X)Yes (X)$0$0$0
BONNIE AN HENDERSON MD
TREASURER2.00Yes (X)Yes (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 CMTE2.00Yes (X)$0$0$0
BROCK K BAKEWELL MD
CHAIR, GOV'T RELATIONS2.00Yes (X)$0$0$0
THOMAS W SAMUELSON MD
SECRETARY2.00Yes (X)$0$0$0
DAVID KARCHER
EXECUTIVE DIRECTOR AND CEO40.00Yes (X)$522,874$0$261,662
DONALD BELL
CHIEF OPERATING OFFICER40.00$292,659$0$22,359Yes (X)
DONALD LONG
PUBLISHER, EYEWORLD40.00$250,060$0$27,967Yes (X)
NANCEY MCCANN
DIRECTOR, GOVT RELATIONS40.00$227,144$0$23,144Yes (X)
KIJU DELEON
CHIEF FINANCIAL OFFICER40.00$214,026$0$22,743Yes (X)
TRENT LUTZ
DIRECTOR, STRATEGIC OPS40.00$211,248$0$19,900Yes (X)
CHRISTINE FORD
MANAGING EDITOR, JCRS40.00$160,951$0$19,254Yes (X)
LAUREEN ROWLAND
EXECUTIVE DIRECTOR, ASOA40.00$153,145$0$19,811Yes (X)
JEFFREY BROWNSTEIN
SALES MANAGER40.00$149,700$0$20,093Yes (X)
PATTYE WHITMER
DIRECTOR, OPERATIONS40.00$144,188$0$17,862Yes (X)
PAULA SCHNEIDER
DIRECTOR, MEETINGS & CONV40.00$135,755$0$24,282Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$2,461,750TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$479,077TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K19IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (4 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
FREEMAN AUDIO VISUAL INC
4545 W DAVIS STDALLASTX75211AV SERVICES$2,293,689
FUNDINGSLAND GROUP LLC
2350 YOUNG TOMS CTGILROYCA95020EDUCATION CONSULTANTS$1,398,271
GLOBAL EXPERIENCE SPECIALISTS INC
PO BOX 96174CHICAGOIL60693EXHIBIT SERVICES$700,309
OPTIMUM GRAPHICS USA LLC
26100 N 82ND STSCOTTSDALEAZ85255PRINTING SERVICES$624,615
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K12CntrctRcvdGreaterThan100KCnt

Program Service Revenue ProgramServiceRevenueGrp (5 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmtExclusionExclusionAmtUnrelated Business RevenueUnrelatedBusinessRevenueAmt
MEETING REVENUE900099$10,511,139$10,511,139
MEMBERSHIP DUES900099$3,156,183$3,156,183
CORPORATE SUPPORT900099$1,556,757$1,556,757
JCRS900099$378,055$378,055
PROGRAM ADVERTISING541800$277,539$277,539
FieldValueIRS element (for citing)
Total Program Service Revenue$15,879,673TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$286,794TotalRevenueColumnAmt
Exclusion$286,794ExclusionAmt

Royalties Revenue RoyaltiesRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$280,837TotalRevenueColumnAmt
Exclusion$280,837ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$368,524SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$398,818SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities-$30,294SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column-$30,294TotalRevenueColumnAmt
Exclusion-$30,294ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp (3 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmtExclusionExclusionAmt
MANAGEMENT FEES900099$231,875$231,875
MISCELLANEOUS900099$41,918$41,918
LIST RENTALS900099$7,600$7,600
FieldValueIRS element (for citing)
Other Revenue Total$281,393OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$16,698,403TotalRevenueColumnAmt
Related Or Exempt Func Income$14,319,170RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$277,539UnrelatedBusinessRevenueAmt
Exclusion$2,101,694ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$120,600TotalAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$143,144TotalAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$2,102,017TotalAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$3,279,245TotalAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$142,091TotalAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$159,803TotalAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$402,465TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$19,614TotalAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$46,830TotalAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$51,739TotalAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$186,444TotalAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$217,286TotalAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$1,234,189TotalAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$535,771TotalAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$575,689TotalAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$569,280TotalAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$4,576,463TotalAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$247,168TotalAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$39,552TotalAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmt
PUBLICATIONS$634,723
JOINT VENTURES$200,748
DUES & MEMBERSHIP$59,428
SUBSCRIPTIONS$38,520

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$102,221TotalAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$15,685,030TotalAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$7,170,020BOYAmt
EOY$8,468,466EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$5,391,900BOYAmt
EOY$5,983,120EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$136,290BOYAmt
EOY$702,854EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

FieldValueIRS element (for citing)
BOY$129,616BOYAmt
EOY$79,693EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
BOY$27,816BOYAmt
EOY$34,847EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$510,909BOYAmt
EOY$581,522EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$2,036,831LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$1,692,730LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$481,935BOYAmt
EOY$344,101EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$3,966,470BOYAmt
EOY$0EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$4,717,710BOYAmt
EOY$1,504,061EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$22,532,666BOYAmt
EOY$17,698,664EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$832,775BOYAmt
EOY$1,133,835EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$5,001,695BOYAmt
EOY$5,241,779EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$1,575,096BOYAmt
EOY$1,715,509EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$7,409,566BOYAmt
EOY$8,091,123EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$15,123,100BOYAmt
EOY$9,607,541EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$15,123,100BOYAmt
EOY$9,607,541EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$22,532,666BOYAmt
EOY$17,698,664EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$1,013,373ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst-$398,542NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets-$6,130,390OtherChangesInNetAssetsAmt
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

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)
Substantially All Dues Nonded0SubstantiallyAllDuesNondedInd
Only In House Lobbying0OnlyInHouseLobbyingInd
Agree Carryover Prior YearYes (1)AgreeCarryoverPriorYearInd
Dues Assessments$3,156,183DuesAssessmentsAmt
Non Deductible Lbbyng Pltcl CY$380,618NonDeductibleLbbyngPltclCYAmt
Non Ded Lbbyng Pltcl Cyov$432,662NonDedLbbyngPltclCyovAmt
Non Deductible Lbbyng Pltcl Tot$813,280NonDeductibleLbbyngPltclTotAmt
Aggregate Reported Dues Ntc$473,427AggregateReportedDuesNtcAmt
Carried Over$339,853CarriedOverAmt

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$228,783OtherCostOrOtherBasisAmt
Depreciation$97,785DepreciationAmt
Book Value$130,998BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$807,962OtherCostOrOtherBasisAmt
Depreciation$679,661DepreciationAmt
Book Value$128,301BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$1,000,086OtherCostOrOtherBasisAmt
Depreciation$915,284DepreciationAmt
Book Value$84,802BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$344,101TotalBookValueLandBuildingsAmt

Other Assets Org OtherAssetsOrgGrp (3 entries)

DescDescBook ValueBookValueAmt
DUE FROM AFFILIATES$3,481,353
DEFERRED COMPENSATION$1,256,935
INVESTMENT IN SUBSIDIARY-$3,234,227
FieldValueIRS element (for citing)
Total Book Value Other Assets$1,504,061TotalBookValueOtherAssetsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)

DescDescAmtAmt
DEFERRED COMPENSATION$1,179,602
DEFERRED RENT$535,907
FieldValueIRS element (for citing)
Total Liability$1,715,509TotalLiabilityAmt
Total Rev Etc Audited Fincl Stmt$16,299,861TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst-$398,542NetUnrealizedGainsInvstAmt
Revenue Not Reported-$398,542RevenueNotReportedAmt
Revenue Subtotal$16,698,403RevenueSubtotalAmt
Revenue Not Reported Fincl Stmt$0RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$16,698,403TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$15,685,030TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$15,685,030ExpensesSubtotalAmt
Expenses Not Rpt Fincl Stmt$0ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$15,685,030TotalExpensesPerForm990Amt

Schedule I IRS990ScheduleI

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

Recipient Table RecipientTable (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtPurpose Of GrantPurposeOfGrantTxtAddress Line2USAddress/AddressLine2Txt
ASSN OF UNIVERSITY PROFESSORS OF OPHTHALMOLOGY
655 BEACH STSAN FRANCISCOCA94109426130779501(C)3$10,000PROGRAM SUPPORT
UNIVERSITY OF UTAH
MORAN EYE CENTER 65 MEDICAL DRSALT LAKE CITYUT84132876000525115$20,000PROGRAM SUPPORTNORTH TOWER
AAO SURGICAL SCOPE FUND
20 F STREET NW 100WASHINGTONDC20001411336784501(C)6$50,000PROGRAM SUPPORT
FieldValueIRS element (for citing)
Total501c3 Org1Total501c3OrgCnt
Total Other Org2TotalOtherOrgCnt

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (2 entries)

Grant TypeGrantTypeTxt
GENERAL GRANTS, GIFTS, AWARDS
MEETINGS & EVENTS AWARDS

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 2:FormAndLineReferenceDesc
ExplanationWE RECEIVE INFORMATION FROM THE ORGANIZATIONS WE GIVE GRANTS TO 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 (11 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$520,969$0$0$0$1,905$0$242,400$0$20,336$0$785,610$0$0$0
DONALD BELL
CHIEF OPERATING OFFICER$281,114$0$11,200$0$345$0$10,400$0$13,033$0$316,092$0$0$0
DONALD LONG
PUBLISHER, EYEWORLD$237,870$0$11,200$0$990$0$8,937$0$20,035$0$279,032$0$0$0
NANCEY MCCANN
DIRECTOR, GOVT RELATIONS$218,954$0$7,200$0$990$0$7,852$0$16,312$0$251,308$0$0$0
KIJU DELEON
CHIEF FINANCIAL OFFICER$202,481$0$11,200$0$345$0$8,350$0$15,492$0$237,868$0$0$0
TRENT LUTZ
DIRECTOR, STRATEGIC OPS$199,403$0$11,200$0$645$0$7,173$0$13,686$0$232,107$0$0$0
CHRISTINE FORD
MANAGING EDITOR, JCRS$150,661$0$7,200$0$3,090$0$6,057$0$13,987$0$180,995$0$0$0
LAUREEN ROWLAND
EXECUTIVE DIRECTOR, ASOA$145,300$0$7,200$0$645$0$5,955$0$14,642$0$173,742$0$0$0
JEFFREY BROWNSTEIN
SALES MANAGER$143,955$0$5,400$0$345$0$5,356$0$15,464$0$170,520$0$0$0
PATTYE WHITMER
DIRECTOR, OPERATIONS$135,998$0$7,200$0$990$0$5,132$0$13,484$0$162,804$0$0$0
PAULA SCHNEIDER
DIRECTOR, MEETINGS & CONV$127,910$0$7,200$0$645$0$5,437$0$19,589$0$160,781$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, $232,000

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (7 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 11THE CFO AND CONTROLLER REVIEW THE INFORMATION IN THE 990 TO INTERNAL FINANCIAL STATEMENTS. THE FULL EXECUTIVE COMMITTEE IS PROVIDED ACCESS TO THE RETURNS PRIOR TO FILING.
FORM 990, PART VI, SECTION B, LINE 151. 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, 2. ANNUAL REVIEW OF RAISES FOR PEER COMPANIES/COMPARABLE JOBS IN THE METRO D.C. AREA, 3. RESULTS OF THE INDIVIDUAL'S PERFORMANCE, AND 4. 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:ADJUSTMENT MADE TO THE VALUATION IN THE INVESTMENT IN SUBSIDIARIES TO CHANGE FROM COST TO MARKET VALUE -6,130,390.
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 Organization0ControlledOrganizationInd

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$8,641,712ShareOfTotalIncomeAmt
Share Of EOY Assets-$1,348,983ShareOfEOYAssetsAmt
Ownership1.00000OwnershipPct
Controlled Organization0ControlledOrganizationInd
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$43,007FMV
EYEPAC
O$84,738FMV
ASCRS OPHTHALMIC SERVICES CORPORATION
D$2,308,809FMV