2021-07-13T09:55:47-05:00 2020-08-31 420714325 RSM US LLP 2021 L STREET NW SUITE 400 WASHINGTON DC 20036 990 2019-09-01 953877992 AMERICAN SOCIETY OF CATARACT AND REFRACTIVE SURGERY AMER 7035912220 12587 FAIR LAKES CIRCLE NO 348 FAIRFAX VA 22033 MATTHEW E MOSELEY CFO 7035912220 2021-07-13 1 SARA SMITH P01332734 2022932200 2019 2022-09-23 18:48:47Z X ASCRS STEPHEN H SPEARES 12587 FAIR LAKES CIRCLE NO 348 FAIRFAX VA 22033 14646062 0 X WWW.ASCRS.ORG X 1974 CA TO EMPOWER ANTERIOR SEGMENT SURGEONS TO IMPROVE THE VISION, OUTCOMES AND QUALITY OF LIFE FOR THEIR PATIENTS 11 11 67 11 132149 -5696 0 0 15941213 9133329 329463 433224 816167 1162471 17086843 10729024 45650 5000 0 0 6538645 5450430 0 0 0 11893609 5216204 18477904 10671634 -1391061 57390 7953451 7847608 5632638 6807579 2320813 1040029 THE 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. 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 0 1 0 0 0 0 0 1 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 78 0 1 67 1 1 1 0 0 0 1 1 0 0 0 X 11 11 0 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X X THE ORGANIZATION 7035912220 12587 FAIR LAKES CIRCLE NO 348 FAIRFAX VA 22033 TERRY KIM MD PRESIDENT 2.00 X X 0 0 0 RICHARD HOFFMAN MD VICE PRESIDENT 2.00 X X 0 0 0 NICK MAMALIS MD IMMEDIATE PAST PRESIDENT 2.00 X X 2000 0 0 THOMAS SAMUELSON MD PAST PRESIDENT 2.00 X X 0 0 0 DOUGLASH RHEE MD TREASURER 2.00 X X 0 0 0 ELIZABETH YEU-LIN MD SECRETARY 2.00 X X 0 0 0 DAVID CHANG MD INTERNATIONAL CHAIR, ASCRS FOUNDATION 2.00 X 0 0 0 ERIC DONNENFELD MD CHIEF MEDICAL EDITOR, EYEWORLD 2.00 X 0 0 0 EDWARD HOLLAND MD CHAIR, ASCRS PROGRAM COMMITTEE 2.00 X 0 0 0 RICHARD LINDSTROM MD MEMBER AT LARGE 2.00 X 0 0 0 KERRY SOLOMON MD DOMESTIC CHAIR, ASCRS FOUNDATION 2.00 X 0 0 0 STEPHEN H SPEARES EXECUTIVE DIRECTOR-ASCRS 40.00 X 527196 0 22741 DONALD W BELL CHIEF OPERATING OFFICER 40.00 X 293143 0 27196 KIJU DELEON CHIEF FINANCIAL OFFICER 40.00 X 254433 0 17728 NANCEY K MCCANN DIRECTOR, GOVERTMENT RELATIONS 40.00 X 243717 0 27221 TRENT L LUTZ DIRECTOR, HUMAN RESOURCES 40.00 X 219147 0 14256 JOSEPH F DOOLEY SALES MANAGER 40.00 X 189239 0 2960 MAUREEN E VARNON DIRECTOR, MARKETING & COMMUNICATIONS 40.00 X 184025 0 19073 DEBORAH A BERRY DIRECTOR, EYECELERATOR 40.00 X 184018 0 13176 MOLLY PHILLIPS SALES MANAGER 40.00 X 177555 0 10832 LAUREEN C ROWLAND EXECUTIVE DIRECTOR-ASOA 40.00 X 175826 0 22102 RICHARD E MRAZ DIRECTOR, TECHNOLOGY 40.00 X 171209 0 23709 JOSHUA E BRANDENBURG NETWORK OPERATIONS MANAGER 40.00 X 145086 0 5045 JESSICA DONOHOE DIRECTOR, SALES & SPECIAL PROJECTS 40.00 X 143371 0 16942 SCOTT E SHAFFER CONTROLLER 40.00 X 121822 0 19110 JOYCE DANDREA DIRECTOR, ALLIED HEALTH EDUCATION 40.00 X 100603 0 9885 3132390 0 251976 15 0 1 0 FREEMAN AUDIOVISUAL 4545 W DAVIS ST DALLAS TX 75211 MEETING A/V SERVICES 2473122 GLOBAL EXPERIENCE SPECIALISTS C/O BANK OF AMERICA-PO BOX 96174 CHICAGO IL 60693 MEETING STAGING/DECORATIONS, ETC. 1115167 CENTERPLATE 111 W HARBOR DR SAN DIEGO CA 92101 MEETING FOOD AND BEVERAGE 788051 INTERACTIVE STRATEGIES 1133 CONNECTICUT AVE NW 600 WASHINGTON DC 20036 WEBSITE DEVELOPMENT/DESIGN 480974 FUNDINGSLAND GROUP LLC 2350 YOUNG TOMS CT GILROY CA 95020 GRANT DEVELOPMENT 162992 25 CORPORATE SUPPORT 900099 4172092 4172092 MEMBERSHIP DUES 900099 2615278 2615278 MEETING REVENUE 900099 1869403 1869403 JCRS 900099 344407 344407 PROGRAM ADVERTISING 541800 132149 132149 9133329 192806 192806 239217 239217 4157456 3917038 240418 240418 240418 MANAGEMENT FEES 900099 901454 901454 MISCELLANEOUS 900099 17800 17800 LIST RENTALS 900099 4000 4000 923254 10729024 5748342 132149 4848533 5000 2882059 2015937 83049 121187 348198 31542 65678 30568 143215 29649 263362 925974 860029 496574 1447027 169 232460 71672 PUBLICATIONS 405524 DUES & MEMBERSHIP 47862 BAD DEBT 47195 TAXES, PERMITS, FILING 32873 84831 10671634 1386617 2455259 5224903 3897943 434046 392143 6582 6582 585446 402857 903605 244206 439306 659399 -123449 33425 7953451 7847608 2566327 2484992 2866750 3587544 0 735043 199561 0 5632638 6807579 X 2320813 -959971 2000000 2320813 1040029 7953451 7847608 X 57390 -412746 -925428 X X 0 1 X 1 0 0 0 1 2615278 455972 30832 486804 392292 94512 144951 115374 29577 758654 128832 629822 659399 10285710 -412746 -412746 10698456 30568 30568 10729024 10641066 0 10641066 30568 30568 10671634 X 1 1 X X X 0 0 0 STEPHEN H SPEARES EXECUTIVE DIRECTOR-ASCRS 441745 0 82800 0 2651 0 11200 0 21148 0 559544 0 0 0 DONALD W BELL CHIEF OPERATING OFFICER 291706 0 0 0 1437 0 9229 0 23349 0 325721 0 0 0 KIJU DELEON CHIEF FINANCIAL OFFICER 252996 0 0 0 1437 0 10401 0 14009 0 278843 0 0 0 NANCEY K MCCANN DIRECTOR, GOVERTMENT RELATIONS 241020 0 0 0 2697 0 10026 0 21577 0 275320 0 0 0 TRENT L LUTZ DIRECTOR, HUMAN RESOURCES 217426 0 0 0 1721 0 8520 0 11782 0 239449 0 0 0 JOSEPH F DOOLEY SALES MANAGER 148018 0 40612 0 609 0 2960 0 1328 0 193527 0 0 0 MAUREEN E VARNON DIRECTOR, MARKETING & COMMUNICATIONS 182763 0 0 0 1262 0 7532 0 18260 0 209817 0 0 0 DEBORAH A BERRY DIRECTOR, EYECELERATOR 183184 0 0 0 834 0 7440 0 9948 0 201406 0 0 0 MOLLY PHILLIPS SALES MANAGER 140340 0 36515 0 700 0 5095 0 9101 0 191751 0 0 0 LAUREEN C ROWLAND EXECUTIVE DIRECTOR-ASOA 174223 0 0 0 1603 0 7477 0 24065 0 207368 0 0 0 RICHARD E MRAZ DIRECTOR, TECHNOLOGY 152950 0 17500 0 759 0 6513 0 21590 0 199312 0 0 0 JOSHUA E BRANDENBURG NETWORK OPERATIONS MANAGER 126136 0 18800 0 150 0 5045 0 1258 0 151389 0 0 0 JESSICA DONOHOE DIRECTOR, SALES & SPECIAL PROJECTS 125290 0 17500 0 581 0 5401 0 23077 0 171849 0 0 0 SCOTT E SHAFFER CONTROLLER 120407 0 0 0 1415 0 4798 0 23551 0 150171 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. 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 11B THE 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 12C ON 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 15 CEO/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 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: ANNUAL CHANGE IN VALUATION OF THE WHOLLY OWNED TAXABLE SUBSIDIARY, EYEWORLD -925,428. FORM 990, PART XII, LINE 2C THE AUDIT OVERSIGHT PROCESS HAS REMAINED UNCHANGED FROM THE PRIOR YEAR. ASCRS EYEPAC 12587 FAIR LAKES CIRCLE 348 FAIRFAX VA 22033 POLITICAL CONTRIBUTIONS VA 527 AMERICAN SOCIETY OF CATARACT & REFRACTIVE SURGERY 1 ASCRS OPHTHALMIC SERVICES CORPORATION 12587 FAIR LAKES CIRCLE 348 FAIRFAX VA 22033 541803272 PUBLISHES EYEWORLD MAGAZINE VA AMERICAN SOCIETY OF CATARACT & REFRACTIVE SURGERY C 1262797 341187 1.00000 1 0 0 0 1 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 EYEPAC N 14606 FMV EYEPAC O 53044 FMV ASCRS OPHTHALMIC SERVICES CORPORATION D 6095855 FMV