2016-07-13T08:48:40-05:00 2015-08-31 521855942 TATE AND TRYON 2021 L STREET NW SUITE 400 WASHINGTON DC 20036 990 2014-09-01 953877992 AMERICAN SOCIETY OF CATARACT AND REFRACTIVE SURGERY AMER 7035912220 4000 LEGATO ROAD NO 700 FAIRFAX VA 22033 KIJU DELEON CHIEF FINANCIAL OFFICER 7035912220 2016-07-13 1 FREDERICK LONGWOOD P00439715 2022932200 2014 2016-09-27 15:27:22Z ASCRS DAVID A KARCHER 4000 LEGATO ROAD NO 700 FAIRFAX VA 22033 17097221 0 X WWW.ASCRS.ORG X 1974 CA TO ADVANCE, BENEFIT, AND CLARIFY THE MEDICAL FIELD OF OPHTHALMOLOGY. 11 11 67 0 277539 -52231 0 0 15715425 15879673 345875 256500 500051 562230 16561351 16698403 111456 263744 0 0 4395022 6085621 0 0 0 9929094 9335665 14435572 15685030 2125779 1013373 22532666 17698664 7409566 8091123 15123100 9607541 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 1 1 0 0 1 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 68 0 1 67 1 1 1 0 0 0 1 1 0 X 11 11 0 0 0 0 1 1 0 1 1 0 0 1 1 1 0 1 1 1 1 0 X THE ORGANIZATION 7035912220 4000 LEGATO ROAD NO 700 FAIRFAX VA 22033 RICHARD A LEWIS MD IMMEDIATE PAST PRESIDENT 2.00 X X 0 0 0 ROBERT J CIONNI MD ASCRS PRESIDENT 2.00 X X 0 0 0 ERIC D DONNENFELD MD IMMEDIATE PAST PRESIDENT 2.00 X X 0 0 0 DAVID F CHANG MD CHAIR, FOUNDATION-INTERNATIONAL CMTE 2.00 X 0 0 0 KERRY D SOLOMON MD VICE PRESIDENT/PRESIDENT ELECT 2.00 X X 0 0 0 BONNIE AN HENDERSON MD TREASURER 2.00 X X 0 0 0 EDWARD J HOLLAND MD CHAIR, PROGRAM CMTE 2.00 X 0 0 0 RICHARD L LINDSTROM MD MEMBER-AT-LARGE 2.00 X 0 0 0 STEPHEN S LANE MD CHAIR, FOUNDATION-DOMESTIC CMTE 2.00 X 0 0 0 BROCK K BAKEWELL MD CHAIR, GOV'T RELATIONS 2.00 X 0 0 0 THOMAS W SAMUELSON MD SECRETARY 2.00 X 0 0 0 DAVID KARCHER EXECUTIVE DIRECTOR AND CEO 40.00 X 522874 0 261662 DONALD BELL CHIEF OPERATING OFFICER 40.00 X 292659 0 22359 DONALD LONG PUBLISHER, EYEWORLD 40.00 X 250060 0 27967 NANCEY MCCANN DIRECTOR, GOVT RELATIONS 40.00 X 227144 0 23144 KIJU DELEON CHIEF FINANCIAL OFFICER 40.00 X 214026 0 22743 TRENT LUTZ DIRECTOR, STRATEGIC OPS 40.00 X 211248 0 19900 CHRISTINE FORD MANAGING EDITOR, JCRS 40.00 X 160951 0 19254 LAUREEN ROWLAND EXECUTIVE DIRECTOR, ASOA 40.00 X 153145 0 19811 JEFFREY BROWNSTEIN SALES MANAGER 40.00 X 149700 0 20093 PATTYE WHITMER DIRECTOR, OPERATIONS 40.00 X 144188 0 17862 PAULA SCHNEIDER DIRECTOR, MEETINGS & CONV 40.00 X 135755 0 24282 2461750 0 479077 19 0 1 0 FREEMAN AUDIO VISUAL INC 4545 W DAVIS ST DALLAS TX 75211 AV SERVICES 2293689 FUNDINGSLAND GROUP LLC 2350 YOUNG TOMS CT GILROY CA 95020 EDUCATION CONSULTANTS 1398271 GLOBAL EXPERIENCE SPECIALISTS INC PO BOX 96174 CHICAGO IL 60693 EXHIBIT SERVICES 700309 OPTIMUM GRAPHICS USA LLC 26100 N 82ND ST SCOTTSDALE AZ 85255 PRINTING SERVICES 624615 12 MEETING REVENUE 900099 10511139 10511139 MEMBERSHIP DUES 900099 3156183 3156183 CORPORATE SUPPORT 900099 1556757 1556757 JCRS 900099 378055 378055 PROGRAM ADVERTISING 541800 277539 277539 15879673 286794 286794 280837 280837 368524 398818 -30294 -30294 -30294 MANAGEMENT FEES 900099 231875 231875 MISCELLANEOUS 900099 41918 41918 LIST RENTALS 900099 7600 7600 281393 16698403 14319170 277539 2101694 120600 143144 2102017 3279245 142091 159803 402465 19614 46830 51739 186444 217286 1234189 535771 575689 569280 4576463 247168 39552 PUBLICATIONS 634723 JOINT VENTURES 200748 DUES & MEMBERSHIP 59428 SUBSCRIPTIONS 38520 102221 15685030 7170020 8468466 5391900 5983120 136290 702854 129616 79693 27816 34847 510909 581522 2036831 1692730 481935 344101 3966470 0 4717710 1504061 22532666 17698664 832775 1133835 5001695 5241779 1575096 1715509 7409566 8091123 X 15123100 9607541 15123100 9607541 22532666 17698664 X 1013373 -398542 -6130390 X X 0 1 X 1 0 ASCRS EYEPAC 4000 LEGATO ROAD 700 FAIRFAX VA 22033 0 0 1 3156183 380618 432662 813280 473427 339853 PART I-A, LINE 1: ASCRS EYEPAC IS A SECTION 527 SEPARATE SEGREGATED FUND CONDUCTING POLITICAL CAMPAIGN ACTIVITIES. 228783 97785 130998 807962 679661 128301 1000086 915284 84802 344101 DUE FROM AFFILIATES 3481353 DEFERRED COMPENSATION 1256935 INVESTMENT IN SUBSIDIARY -3234227 1504061 DEFERRED COMPENSATION 1179602 DEFERRED RENT 535907 1715509 16299861 -398542 -398542 16698403 0 16698403 15685030 0 15685030 0 15685030 1 ASSN OF UNIVERSITY PROFESSORS OF OPHTHALMOLOGY 655 BEACH ST SAN FRANCISCO CA 94109 426130779 501(C)3 10000 PROGRAM SUPPORT UNIVERSITY OF UTAH MORAN EYE CENTER 65 MEDICAL DR NORTH TOWER SALT LAKE CITY UT 84132 876000525 115 20000 PROGRAM SUPPORT AAO SURGICAL SCOPE FUND 20 F STREET NW 100 WASHINGTON DC 20001 411336784 501(C)6 50000 PROGRAM SUPPORT 1 2 GENERAL GRANTS, GIFTS, AWARDS MEETINGS & EVENTS AWARDS PART I, LINE 2: WE RECEIVE INFORMATION FROM THE ORGANIZATIONS WE GIVE GRANTS TO THAT DESCRIBE THE PROGRAMS THAT WE SUPPORT. X 1 1 X X X 0 1 0 DAVID KARCHER EXECUTIVE DIRECTOR AND CEO 520969 0 0 0 1905 0 242400 0 20336 0 785610 0 0 0 DONALD BELL CHIEF OPERATING OFFICER 281114 0 11200 0 345 0 10400 0 13033 0 316092 0 0 0 DONALD LONG PUBLISHER, EYEWORLD 237870 0 11200 0 990 0 8937 0 20035 0 279032 0 0 0 NANCEY MCCANN DIRECTOR, GOVT RELATIONS 218954 0 7200 0 990 0 7852 0 16312 0 251308 0 0 0 KIJU DELEON CHIEF FINANCIAL OFFICER 202481 0 11200 0 345 0 8350 0 15492 0 237868 0 0 0 TRENT LUTZ DIRECTOR, STRATEGIC OPS 199403 0 11200 0 645 0 7173 0 13686 0 232107 0 0 0 CHRISTINE FORD MANAGING EDITOR, JCRS 150661 0 7200 0 3090 0 6057 0 13987 0 180995 0 0 0 LAUREEN ROWLAND EXECUTIVE DIRECTOR, ASOA 145300 0 7200 0 645 0 5955 0 14642 0 173742 0 0 0 JEFFREY BROWNSTEIN SALES MANAGER 143955 0 5400 0 345 0 5356 0 15464 0 170520 0 0 0 PATTYE WHITMER DIRECTOR, OPERATIONS 135998 0 7200 0 990 0 5132 0 13484 0 162804 0 0 0 PAULA SCHNEIDER DIRECTOR, MEETINGS & CONV 127910 0 7200 0 645 0 5437 0 19589 0 160781 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, $232,000 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 11 THE 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 15 1. 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 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: 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 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 0 ASCRS OPHTHALMIC SERVICES CORPORATION 4000 LEGATO ROAD FAIRFAX VA 22033 541803272 PUBLISHES EYEWORLD MAGAZINE VA AMERICAN SOCIETY OF CATARACT & REFRACTIVE SURGERY C 8641712 -1348983 1.00000 0 0 0 0 1 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 EYEPAC N 43007 FMV EYEPAC O 84738 FMV ASCRS OPHTHALMIC SERVICES CORPORATION D 2308809 FMV