AMERICAN SOCIETY OF CATARACT & REFRACTIVE SURGERY: Form 990, tax year 2012

View the entire original 990 at ProPublica ↗

Organization
AMERICAN SOCIETY OF CATARACT & REFRACTIVE SURGERY (EIN 95-3877992)
Tax period
2012-09-01 to 2013-08-31
Filed
2014-07-11
IRS object ID
201421929349301057
Schema version
2012v2.1
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)
Timestamp2014-07-11T15:37:07-05:00Timestamp
Tax Period End Date2013-08-31TaxPeriodEndDate

Preparer Firm PreparerFirm

FieldValueIRS element (for citing)
EIN521855942EIN

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1TATE AND TRYONBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line12021 L STREET NW SUITE 400AddressLine1
CityWASHINGTONCity
StateDCState
ZIP Code20036ZIPCode
FieldValueIRS element (for citing)
Return Type990ReturnType
Tax Period Begin Date2012-09-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN953877992EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1AMERICAN SOCIETY OF CATARACT ANDBusinessNameLine1
Business Name Line2REFRACTIVE SURGERYBusinessNameLine2
FieldValueIRS element (for citing)
Name ControlAMERNameControl
Phone7035912220Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line14000 LEGATO ROAD NO 700AddressLine1
CityFAIRFAXCity
StateVAState
ZIP Code22033ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameKIJU DELEONName
TitleCHIEF FINANCIAL OFFICERTitle
Phone7035912220Phone
Date Signed2014-07-11DateSigned
Authorize Third Party1AuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameFREDERICK LONGWOODName
PTINP00439715PTIN
Phone2022932200Phone
FieldValueIRS element (for citing)
Tax Year2012TaxYear
Build TS2015-11-30 17:44:51ZBuildTS

Form 990 IRS990

Doing Business As DoingBusinessAs

FieldValueIRS element (for citing)
Business Name Line1ASCRSBusinessNameLine1
FieldValueIRS element (for citing)
Name Of Principal Officer PersonDAVID A KARCHERNameOfPrincipalOfficerPerson

Address Principal Officer US AddressPrincipalOfficerUS

FieldValueIRS element (for citing)
Address Line14000 LEGATO ROAD NO 700AddressLine1
CityFAIRFAXCity
StateVAState
ZIP Code22033ZIPCode
FieldValueIRS element (for citing)
Gross Receipts15277908GrossReceipts
Group Return For Affiliates0GroupReturnForAffiliates
Organization501cXOrganization501c
Web SiteWWW.ASCRS.ORGWebSite
Type Of Organization CorporationXTypeOfOrganizationCorporation
Year Formation1974YearFormation
State Legal DomicileCAStateLegalDomicile
Activity Or Mission DescriptionTO ADVANCE, BENEFIT, AND CLARIFY THE MEDICAL FIELD OF OPHTHALMOLOGY.ActivityOrMissionDescription
Nbr Voting Members Governing Body13NbrVotingMembersGoverningBody
Nbr Independent Voting Members13NbrIndependentVotingMembers
Total Nbr Employees49TotalNbrEmployees
Total Nbr Volunteers0TotalNbrVolunteers
Total Gross UBI282427TotalGrossUBI
Net Unrelated Business Txbl Income-7085NetUnrelatedBusinessTxblIncome
Contributions Grants Prior Year0ContributionsGrantsPriorYear
Contributions Grants Current Year0ContributionsGrantsCurrentYear
Program Service Revenue Prior Year14790093ProgramServiceRevenuePriorYear
Program Service Revenue CY14509804ProgramServiceRevenueCY
Investment Income Prior Year209812InvestmentIncomePriorYear
Investment Income Current Year278964InvestmentIncomeCurrentYear
Other Revenue Prior Year555138OtherRevenuePriorYear
Other Revenue Current Year489140OtherRevenueCurrentYear
Total Revenue Prior Year15555043TotalRevenuePriorYear
Total Revenue Current Year15277908TotalRevenueCurrentYear
Grants And Similar Amnts Prior Year88200GrantsAndSimilarAmntsPriorYear
Grants And Similar Amnts CY173906GrantsAndSimilarAmntsCY
Benefits Paid To Members Prior Year0BenefitsPaidToMembersPriorYear
Benefits Paid To Members CY0BenefitsPaidToMembersCY
Salaries Etc Prior Year5005182SalariesEtcPriorYear
Salaries Etc Current Year5069516SalariesEtcCurrentYear
Total Prof Fundrsng Exp Prior Year0TotalProfFundrsngExpPriorYear
Total Prof Fundrsng Exp CY0TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year0TotalFundrsngExpCurrentYear
Other Expense Prior Year7993579OtherExpensePriorYear
Other Expenses Current Year8404851OtherExpensesCurrentYear
Total Expenses Prior Year13086961TotalExpensesPriorYear
Total Expenses Current Year13648273TotalExpensesCurrentYear
Revenues Less Expenses Prior Year2468082RevenuesLessExpensesPriorYear
Revenues Less Expenses CY1629635RevenuesLessExpensesCY
Total Assets BOY16757767TotalAssetsBOY
Total Assets EOY18939867TotalAssetsEOY
Total Liabilities BOY5733430TotalLiabilitiesBOY
Total Liabilities EOY6295628TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY11024337NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY12644239NetAssetsOrFundBalancesEOY
Info In Schedule O Part IIIXInfoInScheduleOPartIII
Mission DescriptionTHE 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.MissionDescription
Significant New Program Services0SignificantNewProgramServices
Significant Change0SignificantChange
DescriptionTHE 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.Description

Activity2 Activity2

FieldValueIRS element (for citing)
DescriptionTHE 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.Description

Activity3 Activity3

FieldValueIRS element (for citing)
DescriptionTHE 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.Description
FieldValueIRS element (for citing)
Described In501 C30DescribedIn501C3
Schedule B Required0ScheduleBRequired
Political Activities1PoliticalActivities
Subject To Proxy Tax1SubjectToProxyTax
Donor Advised Funds0DonorAdvisedFunds
Conservation Easements0ConservationEasements
Collections Of Art0CollectionsOfArt
Credit Counseling0CreditCounseling
Term Or Permanent Endowments0TermOrPermanentEndowments
Report Land Bldg Equip1ReportLandBldgEquip
Report Invest Oth Securities1ReportInvestOthSecurities
Report Prog Rel Invest0ReportProgRelInvest
Report Other Assets1ReportOtherAssets
Report Other Liabilities1ReportOtherLiabilities
Report Fin48 Footnote1ReportFin48Footnote
Independent Audit Financial Stmt0IndependentAuditFinancialStmt
Consolidated Audit Financial Stmt1ConsolidatedAuditFinancialStmt
School0School
Foreign Office0ForeignOffice
Foreign Activities0ForeignActivities
More Than5000 K To Organizations0MoreThan5000KToOrganizations
More Than5000 K To Individuals0MoreThan5000KToIndividuals
Professional Fundraising0ProfessionalFundraising
Fundraising Activities0FundraisingActivities
Gaming0Gaming
Hospital0Hospital
Grants To Organizations1GrantsToOrganizations
Grants To Individuals1GrantsToIndividuals
Schedule J Required1ScheduleJRequired
Tax Exempt Bonds0TaxExemptBonds
Loan To Officer Or DQP0LoanToOfficerOrDQP
Grant To Related Person0GrantToRelatedPerson
Bsnss Rltnshp With Organization0BsnssRltnshpWithOrganization
Bsnss Rltnshp Thru Family Member0BsnssRltnshpThruFamilyMember
Officer Entity With Bsnss Rltnshp0OfficerEntityWithBsnssRltnshp
Deductible Non Cash Contributions0DeductibleNonCashContributions
Deductible Contributions Of Art0DeductibleContributionsOfArt
Terminated0Terminated
Partial Liquidation0PartialLiquidation
Disregarded Entity0DisregardedEntity
Related Entity1RelatedEntity
Related Org Controlled Entity0RelatedOrgControlledEntity
Activities Conducted Partnership0ActivitiesConductedPartnership
Schedule O Required1ScheduleORequired
Number Forms Transmitted With109659NumberFormsTransmittedWith1096
Number W2 G Included0NumberW2GIncluded
Compliance With Backup Witholding1ComplianceWithBackupWitholding
Number Of Employees49NumberOfEmployees
Employment Tax Returns Filed1EmploymentTaxReturnsFiled
Unrelated Business Income1UnrelatedBusinessIncome
Form990-T Filed1Form990-TFiled
Foreign Financial Account0ForeignFinancialAccount
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTrans
Taxable Party Notification0TaxablePartyNotification
Non Deductible Contributions1NonDeductibleContributions
Non Deductible Disclosure1NonDeductibleDisclosure
Indoor Tanning Services0IndoorTanningServices
Info In Schedule O Part VIXInfoInScheduleOPartVI
Nbr Voting Governing Body Members13NbrVotingGoverningBodyMembers
Number Independent Voting Members13NumberIndependentVotingMembers
Family Or Business Relationship0FamilyOrBusinessRelationship
Delegation Of Management Duties0DelegationOfManagementDuties
Changes To Organizing Docs0ChangesToOrganizingDocs
Material Diversion Or Misuse0MaterialDiversionOrMisuse
Members Or Stockholders1MembersOrStockholders
Election Of Board Members1ElectionOfBoardMembers
Decisions Subject To Approval0DecisionsSubjectToApproval
Minutes Of Governing Body1MinutesOfGoverningBody
Minutes Of Committees1MinutesOfCommittees
Officer Mailing Address0OfficerMailingAddress
Local Chapters0LocalChapters
Form990 Provided To Governing Body1Form990ProvidedToGoverningBody
Conflict Of Interest Policy1ConflictOfInterestPolicy
Annual Disclosure Covered Persons1AnnualDisclosureCoveredPersons
Regular Monitoring Enforcement0RegularMonitoringEnforcement
Whistleblower Policy1WhistleblowerPolicy
Document Retention Policy1DocumentRetentionPolicy
Compensation Process CEO1CompensationProcessCEO
Compensation Process Other1CompensationProcessOther
Investment In Joint Venture0InvestmentInJointVenture
Upon RequestXUponRequest

The Books Are In Care Of TheBooksAreInCareOf

Name Business NameBusiness

FieldValueIRS element (for citing)
Business Name Line1THE ORGANIZATIONBusinessNameLine1
FieldValueIRS element (for citing)
Telephone Number7035912220TelephoneNumber

Address US AddressUS

FieldValueIRS element (for citing)
Address Line14000 LEGATO ROAD NO 700AddressLine1
CityFAIRFAXCity
StateVAState
ZIP Code22033ZIPCode

Form990 Part VII Section A Form990PartVIISectionA (32 entries)

TitleTitleAverage Hours Per WeekAverageHoursPerWeekIndividual Trustee Or DirectorIndividualTrusteeOrDirectorOfficerOfficerReportable Comp From OrganizationReportableCompFromOrganizationReportable Comp From Related OrgsReportableCompFromRelatedOrgsOther CompensationOtherCompensationKey EmployeeKeyEmployeeHighest Compensated EmployeeHighestCompensatedEmployee
ERIC D DONNENFELD MD
PRESIDENT2.00XX000
RICHARD A LEWIS MD
VICE PRESIDENT/PRESIDENT-E2.00XX000
DAVID F CHANG MD
IMMEDIATE PAST PRESIDENT2.00XX000
ROBERT J CIONNI MD
TREASURER2.00XX000
KERRY D SOLOMON MD
SECRETARY2.00XX000
BROCK K BAKEWELL MD
CHAIR, GOV'T RELATIONS CMTE2.00X000
ROSA M BRAGA-MELE MD
CHAIR, CATARACT CLINICAL C2.00X000
TERRY KIM MD
CHAIR, CORNEA CLINICAL CMTE2.00X000
STEPHEN S LANE MD
CHAIR, OPTOMETRIC TASK FORCE2.00X000
RICHARD L LINDSTROM MD
CHAIR, ASCRS FDN2.00X000
STEPHEN A OBSTBAUM MD
CHAIR, PAST PRESIDENTS CMTE2.00X000
ELIZABETH YEU MD
CHAIR, YOUNG PHYS & RESIDENTS2.00X000
THOMAS W SAMUELSON MD
CHAIR, GLAUCOMA CLINICAL CMTE2.00X000
EDWARD J HOLLAND MD
CHAIR, PROGRAM CMTE, PAST PRESIDENT2.00X000
R DOYLE STULTING MD PHD
CHAIR, REFRACTIVE SURGERY2.00X000
ROGER F STEINERT MD
CHAIR, INDUSTRY LIASON2.00X000
NICK MAMALIS MD
EDITOR, JCRS2.00X000
JOHN D BANJA PHD
PUBLIC TRUSTEE2.00X000
WARREN HILL MD
BOARD MEMBER2.00X000
SHERMAN REEVES MD
CHAIR, YOUNG PHYS & RESIDENTS (THRU APRIL 2013)2.00X000
DAVID KARCHER
EXECUTIVE DIRECTOR40.00X5075620257461
DONALD LONG
PUBLISHER40.00228555026301X
NANCEY MCCANN
DIRECTOR, GOVT RELATIONS40.00225967028290X
DONALD BELL
ASSOC EXECUTIVE DIRECTOR40.00226775028982X
CHRISTINE FORD
MANAGING EDITOR40.00160712011512X
KIJU DELEON
CHIEF FINANCIAL OFFICER40.00187654025286X
TRENT LUTZ
DIRECTOR, STRATEGIC OPS40.00190921014223X
JEFF BROWNSTEIN
SALES MANAGER40.00139804019756X
PATTYE WHITMER
DIRECTOR, OPERATIONS40.00139768012276X
PAULA SCHNEIDER
DIRECTOR, MEETINGS40.00126070025203X
LAUREEN ROWLAND
EXEC DIR, ASOA40.0012848009804X
LAURA JOHNSON
DIRECTOR, EDUCATION40.00120922019612X
FieldValueIRS element (for citing)
Total Reportable Comp From Org2383190TotalReportableCompFromOrg
Total Reportable Comp Frm Rltd Orgs0TotalReportableCompFrmRltdOrgs
Total Other Compensation478706TotalOtherCompensation
Number Individuals GT100 K13NumberIndividualsGT100K
Formers Listed0FormersListed
Total Comp GT150 K1TotalCompGT150K
Compensation From Other Sources0CompensationFromOtherSources
Number Of Contractors GT100 K0NumberOfContractorsGT100K

Program Service Revenue ProgramServiceRevenue (5 entries)

DescriptionDescriptionBusiness CodeBusinessCodeTotal Revenue ColumnTotalRevenueColumnRelated Or Exempt Function IncomeRelatedOrExemptFunctionIncomeExclusionExclusionAmountUnrelated Business RevenueUnrelatedBusinessRevenue
MEETING REVENUE90009994638299463829
MEMBERSHIP DUES90009930757823075782
CORPORATE SUPPORT9000991241750$1,241,750
JCRS900099446016446016
PROGRAM ADVERTISING541800282427282427
FieldValueIRS element (for citing)
Total Program Service Revenue14509804TotalProgramServiceRevenue

Investment Income InvestmentIncome

FieldValueIRS element (for citing)
Total Revenue Column163453TotalRevenueColumn
Exclusion$163,453ExclusionAmount

Royalties Revenue RoyaltiesRevenue

FieldValueIRS element (for citing)
Total Revenue Column297636TotalRevenueColumn
Exclusion$297,636ExclusionAmount

Gross Amount Sales Assets GrossAmountSalesAssets

FieldValueIRS element (for citing)
Securities115511Securities

Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses

FieldValueIRS element (for citing)
Securities0Securities

Gain Or Loss GainOrLoss

FieldValueIRS element (for citing)
Securities115511Securities

Net Gain Or Loss Investments NetGainOrLossInvestments

FieldValueIRS element (for citing)
Total Revenue Column115511TotalRevenueColumn
Exclusion$115,511ExclusionAmount

Other Revenue Misc OtherRevenueMisc (3 entries)

DescriptionDescriptionBusiness CodeBusinessCodeTotal Revenue ColumnTotalRevenueColumnRelated Or Exempt Function IncomeRelatedOrExemptFunctionIncomeExclusionExclusionAmount
MANAGEMENT FEES900099168973168973
MISCELLANEOUS9000991693112752$4,179
LIST RENTALS9000995600$5,600
FieldValueIRS element (for citing)
Total Other Revenue191504TotalOtherRevenue

Total Revenue TotalRevenue

FieldValueIRS element (for citing)
Total Revenue Column15277908TotalRevenueColumn
Related Or Exempt Function Income13167352RelatedOrExemptFunctionIncome
Unrelated Business Revenue282427UnrelatedBusinessRevenue
Exclusion$1,828,129ExclusionAmount

Grants To Domestic Orgs GrantsToDomesticOrgs

FieldValueIRS element (for citing)
Total120700Total

Grants To Domestic Individuals GrantsToDomesticIndividuals

FieldValueIRS element (for citing)
Total53206Total

Comp Current Officers Directors CompCurrentOfficersDirectors

FieldValueIRS element (for citing)
Total2130051Total

Other Salaries And Wages OtherSalariesAndWages

FieldValueIRS element (for citing)
Total2267181Total

Pension Plan Contributions PensionPlanContributions

FieldValueIRS element (for citing)
Total90345Total

Other Employee Benefits OtherEmployeeBenefits

FieldValueIRS element (for citing)
Total244209Total

Payroll Taxes PayrollTaxes

FieldValueIRS element (for citing)
Total337730Total

Fees For Services Legal FeesForServicesLegal

FieldValueIRS element (for citing)
Total15581Total

Fees For Services Accounting FeesForServicesAccounting

FieldValueIRS element (for citing)
Total49140Total

Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees

FieldValueIRS element (for citing)
Total41247Total

Fees For Services Other FeesForServicesOther

FieldValueIRS element (for citing)
Total208484Total

Advertising Advertising

FieldValueIRS element (for citing)
Total193311Total

Office Expenses OfficeExpenses

FieldValueIRS element (for citing)
Total1113957Total

Information Technology InformationTechnology

FieldValueIRS element (for citing)
Total389968Total

Occupancy Occupancy

FieldValueIRS element (for citing)
Total542819Total

Travel Travel

FieldValueIRS element (for citing)
Total430895Total

Conferences Meetings ConferencesMeetings

FieldValueIRS element (for citing)
Total4469741Total

Depreciation Depletion DepreciationDepletion

FieldValueIRS element (for citing)
Total168973Total

Insurance Insurance

FieldValueIRS element (for citing)
Total34896Total

Other Expenses OtherExpenses (4 entries)

DescriptionDescriptionTotalTotal
PUBLICATIONS429829
JOINT VENTURES125509
DUES & MEMBERSHIP75205
SUBSCRIPTIONS39367

All Other Expenses AllOtherExpenses

FieldValueIRS element (for citing)
Total75929Total

Total Functional Expenses TotalFunctionalExpenses

FieldValueIRS element (for citing)
Total13648273Total

Cash Non Interest Bearing CashNonInterestBearing

FieldValueIRS element (for citing)
BOY4853186BOY
EOY6072707EOY

Savings And Temp Cash Investments SavingsAndTempCashInvestments

FieldValueIRS element (for citing)
BOY4109423BOY
EOY4483965EOY

Accounts Receivable AccountsReceivable

FieldValueIRS element (for citing)
BOY135926BOY
EOY70330EOY

Other Notes Loans Receivable Net OtherNotesLoansReceivableNet

FieldValueIRS element (for citing)
EOY177119EOY

Inventories For Sale Or Use InventoriesForSaleOrUse

FieldValueIRS element (for citing)
BOY37209BOY
EOY33832EOY

Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges

FieldValueIRS element (for citing)
BOY410087BOY
EOY476291EOY
FieldValueIRS element (for citing)
Land Buildings Equipment Basis1705306LandBuildingsEquipmentBasis
Land Bldg Equipment Accum Deprec1253456LandBldgEquipmentAccumDeprec

Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet

FieldValueIRS element (for citing)
BOY385197BOY
EOY451850EOY

Investments Other Securities InvestmentsOtherSecurities

FieldValueIRS element (for citing)
BOY3664000BOY
EOY3637051EOY

Other Assets Total OtherAssetsTotal

FieldValueIRS element (for citing)
BOY3162739BOY
EOY3536722EOY

Total Assets TotalAssets

FieldValueIRS element (for citing)
BOY16757767BOY
EOY18939867EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

FieldValueIRS element (for citing)
BOY566217BOY
EOY730154EOY

Deferred Revenue DeferredRevenue

FieldValueIRS element (for citing)
BOY3892749BOY
EOY4288872EOY

Other Liabilities OtherLiabilities

FieldValueIRS element (for citing)
BOY1274464BOY
EOY1276602EOY

Total Liabilities TotalLiabilities

FieldValueIRS element (for citing)
BOY5733430BOY
EOY6295628EOY
FieldValueIRS element (for citing)
Follow SFAS117XFollowSFAS117

Unrestricted Net Assets UnrestrictedNetAssets

FieldValueIRS element (for citing)
BOY11024337BOY
EOY12644239EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY11024337BOY
EOY12644239EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY16757767BOY
EOY18939867EOY
FieldValueIRS element (for citing)
Reconcilation Revenue Expenses1629635ReconcilationRevenueExpenses
Reconciliation Unrealized Invest-9733ReconciliationUnrealizedInvest
Reconcilation Other Changes0ReconcilationOtherChanges
Info In Schedule O Part XIIXInfoInScheduleOPartXII
Method Of Accounting AccrualXMethodOfAccountingAccrual
Accountant Compile Or Review0AccountantCompileOrReview
FS Audited1FSAudited

FS Audited Basis FSAuditedBasis

FieldValueIRS element (for citing)
Financial Statement ConsolidatedXFinancialStatementConsolidated
FieldValueIRS element (for citing)
Audit Committee1AuditCommittee
Federal Grant Audit Required0FederalGrantAuditRequired

Schedule C IRS990ScheduleC

Sec527 Pol Orgs Sec527PolOrgs

Name Of527 Organization NameOf527Organization

FieldValueIRS element (for citing)
Business Name Line1ASCRS EYEPACBusinessNameLine1

Address US AddressUS

FieldValueIRS element (for citing)
Address Line14000 LEGATO ROAD 700AddressLine1
CityFAIRFAXCity
StateVAState
ZIP Code22033ZIPCode
FieldValueIRS element (for citing)
Amt Pd From Internal Funds0AmtPdFromInternalFunds
Amt Of Contribs Recd Delivered0AmtOfContribsRecdDelivered
FieldValueIRS element (for citing)
Substantially All Dues Nondeduct0SubstantiallyAllDuesNondeduct
Only In House Lobbying0OnlyInHouseLobbying
Agree To Carryover Prior Year1AgreeToCarryoverPriorYear
Dues Assessments3075782DuesAssessments
Non Ded Lobby Political Current611305NonDedLobbyPoliticalCurrent
Non Ded Lobby Political Carryover77430NonDedLobbyPoliticalCarryover
Non Ded Lobby Political Total688735NonDedLobbyPoliticalTotal
Aggr Amt Reported In Dues Notices461367AggrAmtReportedInDuesNotices
Amount To Be Carried Over227368AmountToBeCarriedOver

Form990 Schedule C Part IV Form990ScheduleCPartIV

FieldValueIRS element (for citing)
IdentifierORGANIZATIONS DIRECT AND INDIRECT POLITICAL CAMPAIGN ACTIVITIES:Identifier
Return ReferencePART I-A, LINE 1:ReturnReference
ExplanationASCRS EYEPAC IS A SECTION 527 SEPARATE SEGREGATED FUND CONDUCTING POLITICAL CAMPAIGN ACTIVITIES.Explanation

Schedule D IRS990ScheduleD

Leasehold Improvements LeaseholdImprovements

FieldValueIRS element (for citing)
Other Cost Or Other Basis228782OtherCostOrOtherBasis
Depreciation53505Depreciation
Book Value175277BookValue

Equipment Equipment

FieldValueIRS element (for citing)
Other Cost Or Other Basis635488OtherCostOrOtherBasis
Depreciation473232Depreciation
Book Value162256BookValue

Other Land Buildings OtherLandBuildings

FieldValueIRS element (for citing)
Other Cost Or Other Basis841036OtherCostOrOtherBasis
Depreciation726719Depreciation
Book Value114317BookValue
FieldValueIRS element (for citing)
Total Of Book Value Land Buildings451850TotalOfBookValueLandBuildings

Other Securities OtherSecurities (2 entries)

DescriptionDescriptionBook ValueBookValueMethod Of ValuationMethodOfValuation
DEFERRED COMPENSATION740888C
INVESTMENT IN SUBSIDIARY2896163C
FieldValueIRS element (for citing)
Total Of Book Value Securities3637051TotalOfBookValueSecurities

Other Assets OtherAssets (3 entries)

DescriptionDescriptionBook ValueBookValue
DEPOSITS110196
INTERCOMPANY RECEIVABLE1172544
DUE FROM AFFILIATES2253982
FieldValueIRS element (for citing)
Total Book Value Other Assets3536722TotalBookValueOtherAssets

Other Liabilities OtherLiabilities (2 entries)

DescriptionDescriptionAmountAmount
DEFERRED COMPENSATION$663,555
DEFERRED RENT$613,047
FieldValueIRS element (for citing)
Total Of Amounts1276602TotalOfAmounts
Footnote In Part XIIIXFootnoteInPartXIII
Tot Revenue Etc Audited Fincl Stmt15268175TotRevenueEtcAuditedFinclStmt
Net Unrealized Gains Investments-9733NetUnrealizedGainsInvestments
Revenue Not Rptd F990-9733RevenueNotRptdF990
Revenue Subtotal15277908RevenueSubtotal
Revenue Not Rptd On Fin Stmt0RevenueNotRptdOnFinStmt
Total Revenue Per Form99015277908TotalRevenuePerForm990
Tot Expenses Etc Audited Fincl Stmt13648273TotExpensesEtcAuditedFinclStmt
Expenses Not Rptd F9900ExpensesNotRptdF990
Expenses Subtotal13648273ExpensesSubtotal
Expenses Not Rptd On Fin Stmt0ExpensesNotRptdOnFinStmt
Total Expenses Per Form99013648273TotalExpensesPerForm990

Form990 Schedule D Part XIII Form990ScheduleDPartXIII

FieldValueIRS element (for citing)
IdentifierDESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48:Identifier
Return ReferencePART X, LINE 2:ReturnReference
ExplanationTHE SOCIETY BELIEVES THAT IT HAS APPROPRIATE SUPPORT FOR INCOME TAX POSITIONS TAKEN. THEREFORE, MANAGEMENT HAS NOT IDENTIFIED ANY SIGNIFICANT UNCERTAIN INCOME TAX POSITIONS. THE YEARS ENDED AUGUST 31, 2010 THROUGH 2013 REMAIN OPEN FOR EXAMINATION BY TAXING AUTHORITIES.Explanation

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Records Maintained0RecordsMaintained

Recipient Table RecipientTable (4 entries)

Address Line1AddressUS/AddressLine1CityAddressUS/CityStateAddressUS/StateZIP CodeAddressUS/ZIPCodeEIN Of RecipientEINOfRecipientIRC SectionIRCSectionAmount Of Cash GrantAmountOfCashGrantPurpose Of GrantPurposeOfGrantAddress Line2AddressUS/AddressLine2
ASCRS FOUNDATION
4000 LEGATO ROADFAIRFAXVA22033237388748501(C)350000PROGRAM SUPPORT
ASSOCIATION OF UNIVERSITY PROFESSORS OF OPHTHALMOLOGY
655 BEACH STREETSAN FRANCISCOCA94109426130779501(C)310000PROGRAM SUPPORT
SURGICAL SCOPE FUND (AMERICAN ACADEMY OF OPTHAMOLOGY)
20 F STREET NW 100WASHINGTONDC20001411336784501(C)650000PROGRAM SUPPORT
UNIVERSITY OF UTAH
MORAN EYE CENTER 65 MEDICAL DRIVE -SALT LAKE CITYUT8413287600052511510000TASS REGISTRY PROJECT SUPPORTNORTH TOWER
FieldValueIRS element (for citing)
Total Nbr Of501 C3 And Govt Grants3TotalNbrOf501C3AndGovtGrants
Total Nbr Of Other Organizations1TotalNbrOfOtherOrganizations

Form990 Schedule I Part III Form990ScheduleIPartIII (5 entries)

Type Of GrantTypeOfGrantNumber Of RecipientsNumberOfRecipientsAmount Of Cash GrantAmountOfCashGrantAmount Of Non Cash AssistanceAmountOfNonCashAssistanceMethod Of ValuationMethodOfValuationDescription Of Non Cash AssistanceDescriptionOfNonCashAssistance
GENERAL GRANTS, GIFTS, AWARDS3263106112BOOKMISCELLANEOUS FLORAL GIFTS & GIFT BASKETS
HEART OF A LEADER BOOK AWARDS1752144BOOKHEART OF A LEADER BOOK COPIES
2013 INNOVATORS AWARD12218
MEETINGS & EVENTS AWARDS291861412934BOOKENGRAVED PENS, PINNACLE AWARD, MISCELLANEOUS
STAFF & BOARD AWARDS/GIFTS2115943280BOOKFLORALS, GIFT BASKETS, KINDLES

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Travel For CompanionsXTravelForCompanions
Written Policy Re T And E Expenses1WrittenPolicyReTAndEExpenses
Substantiation Required1SubstantiationRequired
Written Employment ContractXWrittenEmploymentContract
Compensation SurveyXCompensationSurvey
Board Or Committee ApprovalXBoardOrCommitteeApproval
Severance Payment0SeverancePayment
Supplemental Nonqual Retire Plan1SupplementalNonqualRetirePlan
Equity Based Comp Arrangement0EquityBasedCompArrangement

Form990 Schedule J Part II Form990ScheduleJPartII (10 entries)

TitleTitleBase Compensation Filing OrgBaseCompensationFilingOrgComp Based On Related OrgsCompBasedOnRelatedOrgsBonus Filing OrgBonusFilingOrgBonus Related OrgsBonusRelatedOrgsOther Compensation Filing OrgOtherCompensationFilingOrgOther Compensation Related OrgsOtherCompensationRelatedOrgsDeferred Comp Filing OrgDeferredCompFilingOrgDeferred Comp Related OrgsDeferredCompRelatedOrgsNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgNontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgsTotal Compensation Filing OrgTotalCompensationFilingOrgTotal Compensation Related OrgsTotalCompensationRelatedOrgsComp Report Prior990 Filing OrgCompReportPrior990FilingOrgComp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs
DAVID KARCHER
EXECUTIVE DIRECTOR505657000190502420000170960766658000
DONALD LONG
PUBLISHER2033720241930990084000194160256371000
NANCEY MCCANN
DIRECTOR, GOVT RELATIONS219585057370645082400216250255832000
DONALD BELL
ASSOC EXECUTIVE DIRECTOR220661057690345089320214930257200000
CHRISTINE FORD
MANAGING EDITOR153070057370190504377084700173559000
KIJU DELEON
CHIEF FINANCIAL OFFICER181655057740225073850192120214251000
TRENT LUTZ
DIRECTOR, STRATEGIC OPS18483905737034507088081700206179000
JEFF BROWNSTEIN
SALES MANAGER1215260179330345050310159040160739000
PATTYE WHITMER
DIRECTOR, OPERATIONS13375005373064505141083740153283000
PAULA SCHNEIDER
DIRECTOR, MEETINGS120188055370345051530211930152416000

Form990 Schedule J Part III Form990ScheduleJPartIII

FieldValueIRS element (for citing)
Return ReferencePART I, LINE 4BReturnReference
ExplanationDAVID KARCHER: 457F PLAN, $232,000Explanation

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (6 entries)

Return ReferenceReturnReferenceExplanationExplanation
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 XII, LINE 2CTHE AUDIT OVERSIGHT PROCESS HAS REMAINED UNCHANGED FROM THE PRIOR YEAR.

Schedule R IRS990ScheduleR

Form990 Schedule R Part II Form990ScheduleRPartII

Name Of Disregarded Entity NameOfDisregardedEntity

FieldValueIRS element (for citing)
Business Name Line1ASCRS EYEPACBusinessNameLine1

Address US AddressUS

FieldValueIRS element (for citing)
Address Line14000 LEGATO ROADAddressLine1
CityFAIRFAXCity
StateVAState
ZIP Code22033ZIPCode
FieldValueIRS element (for citing)
Primary ActivitiesPOLITICAL CONTRIBUTIONSPrimaryActivities
Legal Domicile StateVALegalDomicileState
Exempt Code Section527ExemptCodeSection

Direct Controlling Entity Name DirectControllingEntityName

FieldValueIRS element (for citing)
Business Name Line1AMERICAN SOCIETY OF CATARACT & REFRACTIVE SURGERYBusinessNameLine1
FieldValueIRS element (for citing)
Controlled Org0ControlledOrg

Form990 Schedule R Part IV Form990ScheduleRPartIV

Name Of Related Org NameOfRelatedOrg

FieldValueIRS element (for citing)
Business Name Line1ASCRS OPHTHALMIC SERVICES CORPORATIONBusinessNameLine1

Address US AddressUS

FieldValueIRS element (for citing)
Address Line14000 LEGATO ROADAddressLine1
CityFAIRFAXCity
StateVAState
ZIP Code22033ZIPCode
FieldValueIRS element (for citing)
EIN541803272EIN
Primary ActivityPUBLISHES EYEWORLD MAGAZINEPrimaryActivity
Legal Domicile StateVALegalDomicileState

Direct Controlling Entity Name DirectControllingEntityName

FieldValueIRS element (for citing)
Business Name Line1AMERICAN SOCIETY OF CATARACT & REFRACTIVE SURGERYBusinessNameLine1
FieldValueIRS element (for citing)
Type Of EntityCTypeOfEntity
Share Of Total Income6529792ShareOfTotalIncome
Share Of EOY Assets-1114759ShareOfEOYAssets
Percentage Ownership1.00000PercentageOwnership
Controlled Org0ControlledOrg
FieldValueIRS element (for citing)
Receipt Of Int Ann Rents Royalties0ReceiptOfIntAnnRentsRoyalties
Gift Grant Or Cap Contr To Other Org0GiftGrantOrCapContrToOtherOrg
Gift Grant Or Cap Contr Fr Other Org0GiftGrantOrCapContrFrOtherOrg
Loans Or Guarantees To Other Org1LoansOrGuaranteesToOtherOrg
Loans Or Guarantees From Other Org0LoansOrGuaranteesFromOtherOrg
Dividends Related Organization0DividendsRelatedOrganization
Sale Of Assets To Other Org0SaleOfAssetsToOtherOrg
Purchase Of Assets From Other Org0PurchaseOfAssetsFromOtherOrg
Exchange Of Assets0ExchangeOfAssets
Rental Of Facilities To Other Orgs0RentalOfFacilitiesToOtherOrgs
Rental Of Facilities Fr Other Orgs0RentalOfFacilitiesFrOtherOrgs
Perform Of Services For Other Orgs0PerformOfServicesForOtherOrgs
Perform Of Services By Other Orgs0PerformOfServicesByOtherOrgs
Sharing Of Facilities1SharingOfFacilities
Sharing Of Paid Employees1SharingOfPaidEmployees
Reimbursement Paid To Other Org1ReimbursementPaidToOtherOrg
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrg
Other Transfer To Other Org0OtherTransferToOtherOrg
Other Transfer From Other Org0OtherTransferFromOtherOrg

Transactions Related Orgs Table TransactionsRelatedOrgsTable (2 entries)

Transaction TypeTransactionTypeAmount InvolvedAmountInvolvedMethod Of Amt DeterminationMethodOfAmtDetermination
EYEPAC
N41281FMV
EYEPAC
O77946FMV

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