2015-07-13T11:53:47-05:00 2014-08-31 521855942 TATE AND TRYON 2021 L STREET NW SUITE 400 WASHINGTON DC 20036 990 2013-09-01 953877992 AMERICAN SOCIETY OF CATARACT AND REFRACTIVE SURGERY AMER 7035912220 4000 LEGATO ROAD NO 700 FAIRFAX VA 22033 KIJU DELEON CHIEF FINANCIAL OFFICER 7035912220 2015-07-13 1 FREDERICK LONGWOOD P00439715 2022932200 2013 2016-02-25 16:41:14Z ASCRS DAVID A KARCHER 4000 LEGATO ROAD NO 700 FAIRFAX VA 22033 17936083 0 X WWW.ASCRS.ORG X 1974 CA TO ADVANCE, BENEFIT, AND CLARIFY THE MEDICAL FIELD OF OPHTHALMOLOGY. 19 19 59 19 276647 -2520 0 0 14509804 15715425 278964 345875 489140 500051 15277908 16561351 173906 111456 0 0 5069516 4395022 0 0 0 8404851 9929094 13648273 14435572 1629635 2125779 18939867 22532666 6295628 7409566 12644239 15123100 X 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 AND BY WORKING WITH PATIENTS, GOVERNMENT, AND THE MEDICAL COMMUNITY, TO PROMOTE THE DELIVERY OF QUALITY EYE CARE. 0 0 THE ANNUAL SYMPOSIUM AND OTHER MEETINGS THROUGHOUT THE YEAR PROMOTE 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 QUARTERLY 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 1 0 1 1 1 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 49 0 1 59 1 1 1 0 0 0 1 1 0 X 19 19 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 PRESIDENT 2.00 X X 0 0 0 ROBERT J CIONNI MD VICE PRESIDENT/PRESIDENT-ELECT 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 PAST PRESIDENT, MED EDITOR 2.00 X 0 0 0 KERRY D SOLOMON MD TREASURER 2.00 X X 0 0 0 BONNIE AN HENDERSON MD SECRETARY 2.00 X X 0 0 0 EDWARD J HOLLAND MD CHAIR, PROGRAM CMTE 2.00 X 0 0 0 RICHARD L LINDSTROM MD CHAIR, FOUNDATION 2.00 X 0 0 0 STEPHEN S LANE MD CHAIR, IOMED CMTE 2.00 X 0 0 0 BROCK K BAKEWELL MD CHAIR, GOV'T RELATIONS CMTE 2.00 X 0 0 0 ROSA M BRAGA-MELE MD CHAIR, CATARACT CLINICAL CMMTE 2.00 X 0 0 0 WARREN HILL MD MEMBER-AT-LARGE 2.00 X 0 0 0 TERRY KIM MD CHAIR, CORNEA CLINICAL CMTE 2.00 X 0 0 0 NICK MAMALIS MD EDITOR, JCRS 2.00 X 0 0 0 JIM MAZZO PUBLIC TRUSTEE 2.00 X 0 0 0 DOUGLAS J RHEE MD CHAIR, GLAUCOMA CLINICAL CMTE 2.00 X 0 0 0 ROGER F STEINERT MD CHAIR, INDUSTRY LIAISON CMTE 2.00 X 0 0 0 R DOYLE STULTING MD PHD CHAIR, REF. SURGERY CLIN CMTE 2.00 X 0 0 0 ELIZABETH YEU LIN MD CHAIR, YOUNG PHYS & RESIDENTS CMTE 2.00 X 0 0 0 JOHN D BANJA PHD ASCRS PUBLIC TRUSTEE (TIL 4/2014) 2.00 X 0 0 0 STEPHEN A OBSTBAUM MD CHAIR, ASCRS PAST PRES CMT (TIL 4/2014) 2.00 X 0 0 0 THOMAS W SAMUELSON MD CHAIR, GLAUCOMA CLIN CMT (TIL 4/2014) 2.00 X 0 0 0 DAVID KARCHER EXECUTIVE DIRECTOR AND CEO 40.00 X 514958 0 261821 DONALD LONG PUBLISHER, EYEWORLD 40.00 X 243674 0 24384 DONALD BELL CHIEF OPERATING OFFICER 40.00 X 241899 0 24509 NANCEY MCCANN DIRECTOR, GOVT RELATIONS 40.00 X 228391 0 23201 KIJU DELEON CHIEF FINANCIAL OFFICER 40.00 X 204910 0 23050 TRENT LUTZ DIRECTOR, STRATEGIC OPS 40.00 X 199969 0 16022 CHRISTINE FORD MANAGING EDITOR, JCRS 40.00 X 166444 0 10696 JEFFREY BROWNSTEIN SALES MANAGER 40.00 X 145380 0 15197 LAUREEN ROWLAND EXECUTIVE DIRECTOR, ASOA 40.00 X 141434 0 12414 PATTYE WHITMER DIRECTOR, OPERATIONS 40.00 X 139821 0 10068 PAULA SCHNEIDER DIRECTOR, MEETINGS & CONV 40.00 X 132163 0 20590 2359043 0 441952 11 0 1 0 FUNDINGSLAND 2350 YOUNG TOMS COURT GILROY CA 95020 CONSULTING 668956 OPTIMUM GRAPHICS 144 BARBER AVE SAN ANSELMO CA 94960 PRINTING & PUBLISHING 569678 PUBLISHERS PRESS 100 FRANK E SIMON AVENUE SHEPHERDSVILLE KY 40165 PRINTING & PUBLISHING 364301 3 MEETING REVENUE 900099 10490386 10490386 MEMBERSHIP DUES 900099 3088780 3088780 CORPORATE SUPPORT 900099 1451274 1451274 JCRS 900099 408338 408338 PROGRAM ADVERTISING 541800 276647 276647 15715425 156320 156320 286223 286223 1564287 1374732 189555 189555 189555 MANAGEMENT FEES 900099 175868 175868 MISCELLANEOUS 900099 29860 29860 LIST RENTALS 900099 8100 8100 213828 16561351 14193232 276647 2091472 60000 51456 2012497 1788721 108907 116682 368215 41473 63887 46044 259515 178180 2210836 564576 542304 506301 4496604 192106 36768 PUBLICATIONS 462280 JOINT VENTURES 143872 DUES & MEMBERSHIP 53908 SUBSCRIPTIONS 41275 89165 14435572 6072707 7170020 4483965 5391900 70330 136290 177119 129616 33832 27816 476291 510909 1927497 1445562 451850 481935 3637051 3966470 3536722 4717710 18939867 22532666 730154 832775 4288872 5001695 1276602 1575096 6295628 7409566 X 12644239 15123100 12644239 15123100 18939867 22532666 2125779 353082 0 X X 0 1 X 1 0 ASCRS EYEPAC 4000 LEGATO ROAD 700 FAIRFAX VA 22033 0 0 1 3088780 668611 227368 895979 463317 432662 PART I-A, LINE 1: ASCRS EYEPAC IS A SECTION 527 SEPARATE SEGREGATED FUND CONDUCTING POLITICAL CAMPAIGN ACTIVITIES. 228783 75645 153138 763628 560808 202820 935086 809109 125977 481935 DEFERRED COMPENSATION 1070307 C INVESTMENT IN SUBSIDIARY 2896163 C 3966470 DEPOSITS 110196 INTERCOMPANY RECEIVABLE 1172544 DUE FROM AFFILIATES 3434970 4717710 DEFERRED COMPENSATION 992974 DEFERRED RENT 582122 1575096 X 16914433 353082 353082 16561351 0 16561351 14435572 0 14435572 0 14435572 PART X, LINE 2: THE SOCIETY BELIEVES THAT IT HAS APPROPRIATE SUPPORT FOR INCOME TAX POSITIONS TAKEN. THEREFORE, MANAGEMENT HAS NOT IDENTIFIED ANY SIGNIFICANT UNCERTAIN INCOME TAX POSITIONS. GENERALLY, THE YEARS ENDED AUGUST 31, 2011 THROUGH 2014 REMAIN OPEN FOR EXAMINATION BY TAXING AUTHORITIES. 0 SURGICAL SCOPE FUND (AMERICAN ACADEMY OF OPTHAMOLOGY) 20 F STREET NW 100 WASHINGTON DC 20001 411336784 501(C)6 50000 PROGRAM SUPPORT ASSOCIATION OF UNIVERSITY PROFESSORS OF OPHTHALMOLOGY 655 BEACH STREET SAN FRANCISCO CA 94109 426130779 501(C)3 10000 PROGRAM SUPPORT 1 1 GENERAL GRANTS, GIFTS, AWARDS 43 15733 MEETINGS & EVENTS AWARDS 41 35723 X 1 1 X X X 0 1 0 DAVID KARCHER EXECUTIVE DIRECTOR AND CEO 513053 0 0 0 1905 0 242200 0 20659 0 777817 0 0 0 DONALD LONG PUBLISHER, EYEWORLD 228410 0 14274 0 990 0 8077 0 17249 0 269000 0 0 0 DONALD BELL CHIEF OPERATING OFFICER 227248 0 14306 0 345 0 9202 0 16313 0 267414 0 0 0 NANCEY MCCANN DIRECTOR, GOVT RELATIONS 221975 0 5771 0 645 0 7895 0 16291 0 252577 0 0 0 KIJU DELEON CHIEF FINANCIAL OFFICER 190258 0 14307 0 345 0 7744 0 16185 0 228839 0 0 0 TRENT LUTZ DIRECTOR, STRATEGIC OPS 185063 0 14261 0 645 0 7235 0 9649 0 216853 0 0 0 CHRISTINE FORD MANAGING EDITOR, JCRS 150661 0 13878 0 1905 0 5824 0 5627 0 177895 0 0 0 JEFFREY BROWNSTEIN SALES MANAGER 139770 0 5265 0 345 0 5084 0 19916 0 170380 0 0 0 LAUREEN ROWLAND EXECUTIVE DIRECTOR, ASOA 135028 0 5761 0 645 0 5577 0 7507 0 154518 0 0 0 PATTYE WHITMER DIRECTOR, OPERATIONS 133070 0 5761 0 990 0 5196 0 5575 0 150592 0 0 0 PAULA SCHNEIDER DIRECTOR, MEETINGS & CONV 126057 0 5761 0 345 0 5283 0 15999 0 153445 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 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 5932795 -2044441 1.00000 0 0 0 0 1 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 EYEPAC N 50746 FMV EYEPAC O 79240 FMV ASCRS OPHTHALMIC SERVICES CORPORATION D 2776892 FMV