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AMERICAN SOCIETY OF CATARACT & REFRACTIVE SURGERY: Form 990, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
AMERICAN SOCIETY OF CATARACT & REFRACTIVE SURGERY (EIN 95-3877992)
Tax period
2019-09-01 to 2020-08-31
Filed
2021-07-13
IRS object ID
202131949349301208
Schema version
2019v5.2
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)
Return2021-07-13T09:55:47-05:00ReturnTs
Tax Period End2020-08-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN420714325PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1RSM US LLPBusinessNameLine1Txt

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 Begin2019-09-01TaxPeriodBeginDt

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 Line112587 FAIR LAKES CIRCLE NO 348AddressLine1Txt
CityFAIRFAXCityNm
State AbbreviationVAStateAbbreviationCd
ZIP22033ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMATTHEW E MOSELEYPersonNm
Person TitleCFOPersonTitleTxt
Phone7035912220PhoneNum
Signature2021-07-13SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonSARA SMITHPreparerPersonNm
PTINP01332734PTIN
Phone2022932200PhoneNum
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Address ChangeYes (X)AddressChangeInd

Doing Business As Name DoingBusinessAsName

FieldValueIRS element (for citing)
Business Name Line1ASCRSBusinessNameLine1Txt
FieldValueIRS element (for citing)
Principal OfficerSTEPHEN H SPEARESPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line112587 FAIR LAKES CIRCLE NO 348AddressLine1Txt
CityFAIRFAXCityNm
State AbbreviationVAStateAbbreviationCd
ZIP22033ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$14,646,062GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501cYes (X)Organization501cInd
Website AddressWWW.ASCRS.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1974FormationYr
Legal Domicile StateCALegalDomicileStateCd
Activity Or MissionTO EMPOWER ANTERIOR SEGMENT SURGEONS TO IMPROVE THE VISION, OUTCOMES AND QUALITY OF LIFE FOR THEIR PATIENTSActivityOrMissionDesc
Voting Members Governing Body11VotingMembersGoverningBodyCnt
Voting Members Independent11VotingMembersIndependentCnt
Total Employee67TotalEmployeeCnt
Total Volunteers11TotalVolunteersCnt
Total Gross UBI$132,149TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm-$5,696NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$0PYContributionsGrantsAmt
CY Contributions Grants$0CYContributionsGrantsAmt
PY Program Service Revenue$15,941,213PYProgramServiceRevenueAmt
CY Program Service Revenue$9,133,329CYProgramServiceRevenueAmt
PY Investment Income$329,463PYInvestmentIncomeAmt
CY Investment Income$433,224CYInvestmentIncomeAmt
PY Other Revenue$816,167PYOtherRevenueAmt
CY Other Revenue$1,162,471CYOtherRevenueAmt
PY Total Revenue$17,086,843PYTotalRevenueAmt
CY Total Revenue$10,729,024CYTotalRevenueAmt
PY Grants And Similar Paid$45,650PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$5,000CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$6,538,645PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$5,450,430CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$11,893,609PYOtherExpensesAmt
CY Other Expenses$5,216,204CYOtherExpensesAmt
PY Total Expenses$18,477,904PYTotalExpensesAmt
CY Total Expenses$10,671,634CYTotalExpensesAmt
PY Revenues Less Expenses-$1,391,061PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$57,390CYRevenuesLessExpensesAmt
Total Assets BOY$7,953,451TotalAssetsBOYAmt
Total Assets EOY$7,847,608TotalAssetsEOYAmt
Total Liabilities BOY$5,632,638TotalLiabilitiesBOYAmt
Total Liabilities EOY$6,807,579TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$2,320,813NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$1,040,029NetAssetsOrFundBalancesEOYAmt
MissionTHE MISSION OF THE AMERICAN SOCIETY OF CATARACT AND REFRACTIVE SURGERY IS TO EMPOWER ANTERIOR SEGMENT SURGEONS TO IMPROVE THE VISION, OUTCOMES AND QUALITY OF LIFE FOR THEIR PATEINTS THROUGH INNOVATIVE APPROACHES TO EDUCATION, ADVOCACY AND PHILANTHROPY.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 Acty0PoliticalCampaignActyInd
Subject To Proxy TaxYes (1)SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi Endowments0DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other Liabilities0ReportOtherLiabilitiesInd
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 Organizations0GrantsToOrganizationsInd
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 With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
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 Document78IRPDocumentCnt
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
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
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
Other WebsiteYes (X)OtherWebsiteInd
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 Line112587 FAIR LAKES CIRCLE NO 348AddressLine1Txt
CityFAIRFAXCityNm
State AbbreviationVAStateAbbreviationCd
ZIP22033ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (26 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtKey EmployeeKeyEmployeeIndHighest Compensated EmployeeHighestCompensatedEmployeeInd
TERRY KIM MD
PRESIDENT2.00Yes (X)Yes (X)$0$0$0
RICHARD HOFFMAN MD
VICE PRESIDENT2.00Yes (X)Yes (X)$0$0$0
NICK MAMALIS MD
IMMEDIATE PAST PRESIDENT2.00Yes (X)Yes (X)$2,000$0$0
THOMAS SAMUELSON MD
PAST PRESIDENT2.00Yes (X)Yes (X)$0$0$0
DOUGLASH RHEE MD
TREASURER2.00Yes (X)Yes (X)$0$0$0
ELIZABETH YEU-LIN MD
SECRETARY2.00Yes (X)Yes (X)$0$0$0
DAVID CHANG MD
INTERNATIONAL CHAIR, ASCRS FOUNDATION2.00Yes (X)$0$0$0
ERIC DONNENFELD MD
CHIEF MEDICAL EDITOR, EYEWORLD2.00Yes (X)$0$0$0
EDWARD HOLLAND MD
CHAIR, ASCRS PROGRAM COMMITTEE2.00Yes (X)$0$0$0
RICHARD LINDSTROM MD
MEMBER AT LARGE2.00Yes (X)$0$0$0
KERRY SOLOMON MD
DOMESTIC CHAIR, ASCRS FOUNDATION2.00Yes (X)$0$0$0
STEPHEN H SPEARES
EXECUTIVE DIRECTOR-ASCRS40.00Yes (X)$527,196$0$22,741
DONALD W BELL
CHIEF OPERATING OFFICER40.00Yes (X)$293,143$0$27,196
KIJU DELEON
CHIEF FINANCIAL OFFICER40.00Yes (X)$254,433$0$17,728
NANCEY K MCCANN
DIRECTOR, GOVERTMENT RELATIONS40.00$243,717$0$27,221Yes (X)
TRENT L LUTZ
DIRECTOR, HUMAN RESOURCES40.00$219,147$0$14,256Yes (X)
JOSEPH F DOOLEY
SALES MANAGER40.00$189,239$0$2,960Yes (X)
MAUREEN E VARNON
DIRECTOR, MARKETING & COMMUNICATIONS40.00$184,025$0$19,073Yes (X)
DEBORAH A BERRY
DIRECTOR, EYECELERATOR40.00$184,018$0$13,176Yes (X)
MOLLY PHILLIPS
SALES MANAGER40.00$177,555$0$10,832Yes (X)
LAUREEN C ROWLAND
EXECUTIVE DIRECTOR-ASOA40.00$175,826$0$22,102Yes (X)
RICHARD E MRAZ
DIRECTOR, TECHNOLOGY40.00$171,209$0$23,709Yes (X)
JOSHUA E BRANDENBURG
NETWORK OPERATIONS MANAGER40.00$145,086$0$5,045Yes (X)
JESSICA DONOHOE
DIRECTOR, SALES & SPECIAL PROJECTS40.00$143,371$0$16,942Yes (X)
SCOTT E SHAFFER
CONTROLLER40.00$121,822$0$19,110Yes (X)
JOYCE DANDREA
DIRECTOR, ALLIED HEALTH EDUCATION40.00$100,603$0$9,885Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$3,132,390TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$251,976TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K15IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
FREEMAN AUDIOVISUAL
4545 W DAVIS STDALLASTX75211MEETING A/V SERVICES$2,473,122
GLOBAL EXPERIENCE SPECIALISTS
C/O BANK OF AMERICA-PO BOX 96174CHICAGOIL60693MEETING STAGING/DECORATIONS, ETC.$1,115,167
CENTERPLATE
111 W HARBOR DRSAN DIEGOCA92101MEETING FOOD AND BEVERAGE$788,051
INTERACTIVE STRATEGIES
1133 CONNECTICUT AVE NW 600WASHINGTONDC20036WEBSITE DEVELOPMENT/DESIGN$480,974
FUNDINGSLAND GROUP LLC
2350 YOUNG TOMS CTGILROYCA95020GRANT DEVELOPMENT$162,992
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K25CntrctRcvdGreaterThan100KCnt

Program Service Revenue ProgramServiceRevenueGrp (5 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtExclusionExclusionAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmtUnrelated Business RevenueUnrelatedBusinessRevenueAmt
CORPORATE SUPPORT900099$4,172,092$4,172,092
MEMBERSHIP DUES900099$2,615,278$2,615,278
MEETING REVENUE900099$1,869,403$1,869,403
JCRS900099$344,407$344,407
PROGRAM ADVERTISING541800$132,149$132,149
FieldValueIRS element (for citing)
Total Program Service Revenue$9,133,329TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$192,806TotalRevenueColumnAmt
Exclusion$192,806ExclusionAmt

Royalties Revenue RoyaltiesRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$239,217TotalRevenueColumnAmt
Exclusion$239,217ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$4,157,456SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$3,917,038SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$240,418SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$240,418TotalRevenueColumnAmt
Exclusion$240,418ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp (3 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmtExclusionExclusionAmt
MANAGEMENT FEES900099$901,454$901,454
MISCELLANEOUS900099$17,800$17,800
LIST RENTALS900099$4,000$4,000
FieldValueIRS element (for citing)
Other Revenue Total$923,254OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$10,729,024TotalRevenueColumnAmt
Related Or Exempt Func Income$5,748,342RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$132,149UnrelatedBusinessRevenueAmt
Exclusion$4,848,533ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$5,000TotalAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$2,882,059TotalAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$2,015,937TotalAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$83,049TotalAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$121,187TotalAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$348,198TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$31,542TotalAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$65,678TotalAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$30,568TotalAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$143,215TotalAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$29,649TotalAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$263,362TotalAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$925,974TotalAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$860,029TotalAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$496,574TotalAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$1,447,027TotalAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$169TotalAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$232,460TotalAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$71,672TotalAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmt
PUBLICATIONS$405,524
DUES & MEMBERSHIP$47,862
BAD DEBT$47,195
TAXES, PERMITS, FILING$32,873

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$84,831TotalAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$10,671,634TotalAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$1,386,617BOYAmt
EOY$2,455,259EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$5,224,903BOYAmt
EOY$3,897,943EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$434,046BOYAmt
EOY$392,143EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
BOY$6,582BOYAmt
EOY$6,582EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$585,446BOYAmt
EOY$402,857EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$903,605LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$244,206LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$439,306BOYAmt
EOY$659,399EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY-$123,449BOYAmt
EOY$33,425EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$7,953,451BOYAmt
EOY$7,847,608EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$2,566,327BOYAmt
EOY$2,484,992EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$2,866,750BOYAmt
EOY$3,587,544EOYAmt

Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$735,043EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$199,561BOYAmt
EOY$0EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$5,632,638BOYAmt
EOY$6,807,579EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$2,320,813BOYAmt
EOY-$959,971EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
EOY$2,000,000EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$2,320,813BOYAmt
EOY$1,040,029EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$7,953,451BOYAmt
EOY$7,847,608EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$57,390ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst-$412,746NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets-$925,428OtherChangesInNetAssetsAmt
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)
Substantially All Dues Nonded0SubstantiallyAllDuesNondedInd
Only In House Lobbying0OnlyInHouseLobbyingInd
Agree Carryover Prior YearYes (1)AgreeCarryoverPriorYearInd
Dues Assessments$2,615,278DuesAssessmentsAmt
Non Deductible Lbbyng Pltcl CY$455,972NonDeductibleLbbyngPltclCYAmt
Non Ded Lbbyng Pltcl Cyov$30,832NonDedLbbyngPltclCyovAmt
Non Deductible Lbbyng Pltcl Tot$486,804NonDeductibleLbbyngPltclTotAmt
Aggregate Reported Dues Ntc$392,292AggregateReportedDuesNtcAmt
Carried Over$94,512CarriedOverAmt

Schedule D IRS990ScheduleD

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$144,951OtherCostOrOtherBasisAmt
Depreciation$115,374DepreciationAmt
Book Value$29,577BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$758,654OtherCostOrOtherBasisAmt
Depreciation$128,832DepreciationAmt
Book Value$629,822BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$659,399TotalBookValueLandBuildingsAmt
Total Rev Etc Audited Fincl Stmt$10,285,710TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst-$412,746NetUnrealizedGainsInvstAmt
Revenue Not Reported-$412,746RevenueNotReportedAmt
Revenue Subtotal$10,698,456RevenueSubtotalAmt
Investment Expenses Not Incld$30,568InvestmentExpensesNotIncldAmt
Revenue Not Reported Fincl Stmt$30,568RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$10,729,024TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$10,641,066TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$10,641,066ExpensesSubtotalAmt
Investment Expenses Not Incld2$30,568InvestmentExpensesNotIncld2Amt
Expenses Not Rpt Fincl Stmt$30,568ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$10,671,634TotalExpensesPerForm990Amt

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 Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (14 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
STEPHEN H SPEARES
EXECUTIVE DIRECTOR-ASCRS$441,745$0$82,800$0$2,651$0$11,200$0$21,148$0$559,544$0$0$0
DONALD W BELL
CHIEF OPERATING OFFICER$291,706$0$0$0$1,437$0$9,229$0$23,349$0$325,721$0$0$0
KIJU DELEON
CHIEF FINANCIAL OFFICER$252,996$0$0$0$1,437$0$10,401$0$14,009$0$278,843$0$0$0
NANCEY K MCCANN
DIRECTOR, GOVERTMENT RELATIONS$241,020$0$0$0$2,697$0$10,026$0$21,577$0$275,320$0$0$0
TRENT L LUTZ
DIRECTOR, HUMAN RESOURCES$217,426$0$0$0$1,721$0$8,520$0$11,782$0$239,449$0$0$0
JOSEPH F DOOLEY
SALES MANAGER$148,018$0$40,612$0$609$0$2,960$0$1,328$0$193,527$0$0$0
MAUREEN E VARNON
DIRECTOR, MARKETING & COMMUNICATIONS$182,763$0$0$0$1,262$0$7,532$0$18,260$0$209,817$0$0$0
DEBORAH A BERRY
DIRECTOR, EYECELERATOR$183,184$0$0$0$834$0$7,440$0$9,948$0$201,406$0$0$0
MOLLY PHILLIPS
SALES MANAGER$140,340$0$36,515$0$700$0$5,095$0$9,101$0$191,751$0$0$0
LAUREEN C ROWLAND
EXECUTIVE DIRECTOR-ASOA$174,223$0$0$0$1,603$0$7,477$0$24,065$0$207,368$0$0$0
RICHARD E MRAZ
DIRECTOR, TECHNOLOGY$152,950$0$17,500$0$759$0$6,513$0$21,590$0$199,312$0$0$0
JOSHUA E BRANDENBURG
NETWORK OPERATIONS MANAGER$126,136$0$18,800$0$150$0$5,045$0$1,258$0$151,389$0$0$0
JESSICA DONOHOE
DIRECTOR, SALES & SPECIAL PROJECTS$125,290$0$17,500$0$581$0$5,401$0$23,077$0$171,849$0$0$0
SCOTT E SHAFFER
CONTROLLER$120,407$0$0$0$1,415$0$4,798$0$23,551$0$150,171$0$0$0

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 1AFormAndLineReferenceDesc
ExplanationTHE 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.ExplanationTxt

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 15CEO/EXECUTIVE DIRECTOR COMPENSATION IS GOVERNED BY CONTRACT APPROVED BY EXECUTIVE COMMITTEE. SALARIES OF OTHER OFFICERS AND KEY EMPLOYEES ARE ALL CHECKED WITH COMPARISION DATA.
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 -925,428.
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 Line112587 FAIR LAKES CIRCLE 348AddressLine1Txt
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 Line112587 FAIR LAKES CIRCLE 348AddressLine1Txt
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$1,262,797ShareOfTotalIncomeAmt
Share Of EOY Assets$341,187ShareOfEOYAssetsAmt
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$14,606FMV
EYEPAC
O$53,044FMV
ASCRS OPHTHALMIC SERVICES CORPORATION
D$6,095,855FMV