TY 2013 Form 990EZ

Form990-EZ
Click to see list of attachments

Department of the Treasury
Internal Revenue Service

Short Form
Return of Organization Exempt From Income Tax

Under section 501(c), 527, or 4947(a)(1) of the Internal Revenue Code
(except private foundation)

Do not enter Social Security numbers on this form as it may be made public. By law, the

IRS generally cannot redact the information on the form.

Information about Form 990-EZ and its instructions is at www.irs.gov/form990.

OMB No. 1545-1150

2013

Open to Public
Inspection

Check if applicable:

Address change

Name change

Initial return

Terminated

Amended return

Application pending

C Name of organization
Colorado Opthalmological Society
dba Colo Soc of Eye Phys & Surgs

Number and street (or P. O. box, if mail is not delivered to street address)7351 E Lowry Blvd
Room/suite

City or town, state or province, country, and ZIP or foreign postal code Denver, CO80230

D Employer identification number

51-0147990

E Telephone number

(720) 858-6336

F Group Exemption
Number. . bullet


	1	Contributions, gifts, grants, and similar amounts received...............	1
2	Program service revenue including government fees and contracts ............	2	33,966
3	Membership dues and assessments......................	3	88,000
4	Investment income...........................	4
5a	Gross amount from sale of assets other than inventory........	5a
b	Less: cost or other basis and sales expenses...........	5b	0
c	Gain or (loss) from sale of assets other than inventory (Subtract line 5b from line 5a) ......	5c
6	Gaming and fundraising events
a	Gross income from gaming (attach Schedule G if greater than $15,000) .	6a
b	Gross income from fundraising events (not including $ of contributions from fundraising events reported on line 1) (attach Schedule G if the
	sum of such gross income and contributions exceeds $15,000)	6b	0
c	Less: direct expenses from gaming and fundraising events.......	6c	0
d	Net income or (loss) from gaming and fundraising events (add lines 6a and 6b and subtract line 6c)	6d
7a	Gross sales of inventory, less returns and allowances........	7a
b	Less: cost of goods sold.................	7b	0
c	Gross profit or (loss) from sales of inventory (Subtract line 7b from line 7a) .........	7c
8	Other revenue (describe in Schedule O) .....................	8
9	Total revenue. Add lines 1, 2, 3, 4, 5c, 6d, 7c, and 8..............	9	121,966
	10	Grants and similar amounts paid (list in Schedule O) .................	10
11	Benefits paid to or for members........................	11
12	Salaries, other compensation, and employee benefits................	12
13	Professional fees and other payments to independent contractors............	13	35,940
14	Occupancy, rent, utilities, and maintenance...................	14
15	Printing, publications, postage, and shipping...................	15	2,187
16	Other expenses (describe in Schedule O) ....................	16	39,679
17	Total expenses. Add lines 10 through 16 .................	17	77,806
	18	Excess or (deficit) for the year (Subtract line 17 from line 9)............	18	44,160
19	Net assets or fund balances at beginning of year (from line 27, column (A)) (must agree with
	end-of-year figure reported on prior year’s return)................	19	60,465
20	Other changes in net assets or fund balances (explain in Schedule O) ..........	20
21	Net assets or fund balances at end of year. Combine lines 18 through 20.........	21	104,625

Contributions, gifts, grants, and similar amounts received...............

Program service revenue including government fees and contracts ............

33,966

Membership dues and assessments......................

88,000

Investment income...........................

Gross amount from sale of assets other than inventory........

Less: cost or other basis and sales expenses...........

Gain or (loss) from sale of assets other than inventory (Subtract line 5b from line 5a) ......

Gaming and fundraising events

Gross income from gaming (attach Schedule G if greater than $15,000) .

Gross income from fundraising events (not including $ of contributions
from fundraising events reported on line 1) (attach Schedule G if the

sum of such gross income and contributions exceeds $15,000)

Less: direct expenses from gaming and fundraising events.......

Net income or (loss) from gaming and fundraising events (add lines 6a and 6b and subtract line 6c)

Gross sales of inventory, less returns and allowances........

Less: cost of goods sold.................

Gross profit or (loss) from sales of inventory (Subtract line 7b from line 7a) .........

Other revenue (describe in Schedule O) .....................

Total revenue. Add lines 1, 2, 3, 4, 5c, 6d, 7c, and 8.............. Bullet

121,966

Grants and similar amounts paid (list in Schedule O) .................

Benefits paid to or for members........................

Salaries, other compensation, and employee benefits................

Professional fees and other payments to independent contractors............

35,940

Occupancy, rent, utilities, and maintenance...................

Printing, publications, postage, and shipping...................

2,187

Other expenses (describe in Schedule O) ....................

39,679

Total expenses. Add lines 10 through 16 ................. Bullet

77,806

Excess or (deficit) for the year (Subtract line 17 from line 9)............

44,160

Net assets or fund balances at beginning of year (from line 27, column (A)) (must agree with

end-of-year figure reported on prior year’s return)................

60,465

Other changes in net assets or fund balances (explain in Schedule O) ..........

Net assets or fund balances at end of year. Combine lines 18 through 20......... Bullet

104,625

Part IIIStatement of Program Service Accomplishments (see the instructions for Part III) Check if the organization used Schedule O to respond to any question in this Part III .	Expenses (Required for section 501(c)(3) and 501(c)(4) organizations and section 4947(a)(1) trusts; optional for others.)
What is the organization's primary exempt purpose? The mission of the Colorado Society of Eye Physicians and Surgeons is to promote excellence in patient care, to foster professional fellowship and continuing medical education, and to be a strong advocate for patients and the physicians who serve them.
Describe the organization’s program service accomplishments for each of its three largest program services, as measured by expenses. In a clear and concise manner, describe the services provided, the number of persons benefited, and other relevant information for each program title.
28 Codequest training seminar was conducted in September. (Grants $ ) If this amount includes foreign grants, check here ...		28a
29 Six newsletters were published and emailed to the members. Co-sponsored the 17th Annual Ophthalmology Symposium (clinical education) with the University of Colorado School of Medicine. Conducted two social mixers. The first one was in May with the Colorado Optometric Association. The second one was in October with the CSEPS members. A member meeting was held in February in Colorado Springs. Partnered with the American Academy of Ophthalmology in a joint member recruitment and retention initiative. (Grants $ ) If this amount includes foreign grants, check here ...		29a
30 (Grants $ ) If this amount includes foreign grants, check here ...		30a
31 Other program services (describe in Schedule O) (Grants $ ) If this amount includes foreign grants, check here...	31a
32 Total program service expenses (add lines 28a through 31a)..........	32

(a) Name and title	(b) Average hours per week devoted to position	(c)Reportable compensation (Forms W-2/1099-MISC) (if not paid, enter -0-)	(d) Health benefits, contributions to employee benefit plans, and deferred compensation	(e) Estimated amount of other compensation
George Ulrich MDPresident	0.50	0
Adrienne Ruth MDTreas/Secretary	0.25	0
Justin Arbuckle MDBoard Member	0.25	0
Robert Fante MDBoard Member	0.25	0
David Johnson MDBoard Member	0.25	0
Robert King MDBoard Member	0.25	0
Naresh Mandava MDBoard Member	0.25	0
Todd Maus MDBoard Member	0.25	0
Ron Pelton MD PhDBoard Member	0.25	0
Chet SewardExecutive Dir.	2.00	0
Alan Kimura MDBoard Member	0.25	0
Leonard Seibold MDBoard Member	0.25	0

Yes

Did the organization engage in lobbying activities or have a section 501(h) election in effect during the tax year? If "Yes," complete Schedule C, Part II .......................

Is the organization a school as described in section 170(b)(1)(A)(ii)? If "Yes," complete Schedule E ..

49a

Did the organization make any transfers to an exempt non-charitable related organization?......

49a

If "Yes," was the related organization a section 527 organization?................

49b

Complete this table for the organization's five highest compensated employees (other than officers, directors, trustees and key employees) who each received more than $100,000 of compensation from the organization. If there is none, enter "None."

(a) Name and title of each employee	(b) Average hours per week devoted to position	(c) Reportable compensation (Forms W-2/1099-MISC)	(d) Health benefits, contributions to employee benefit plans, and deferred compensation	(e) Estimated amount of other compensation
NONE

Total number of other employees paid over $100,000 ................. bullet

Complete this table for the organization's five highest compensated independent contractors who each received more than $100,000 of compensation from the organization. If there is none, enter "None."

(a) Name and business address of each independent contractor	(b) Type of service	(c) Compensation
NONE

Return Reference	Explanation
Other Expenses.1001	Advertising and Promotion $59
Other Expenses.1002	Office Expenses $325
Other Expenses.1005	Travel $3758
Other Expenses.1012	Insurance $1327
Other Expenses.1	Meetings $24694
Other Expenses.2	Lobbying $6000
Other Expenses.4	Merchant processing $1464
Other Expenses.5	DONATIONS $1000
Other Expenses.6	CONTRACT LABOR $581
Other Expenses.8	WEBSITE $331
Other Expenses.9	MISC. EXPENSE $140
Other Assets.1011	Prepaid Expenses and Deferred Charges - Beginning $0 Prepaid Expenses and Deferred Charges - Ending $1080
Form 990-EZ, Part IV: Officers, Directors, Trustees & Key Employees	Chet Seward, Executive Director, is paid as part of a management agreement with the Colorado Medical Society. His salary is not separately stated as paid by the organization. It is part of his responsibilities as an employee of the Colorado Medical Society.

Return Reference

Explanation

Other Expenses.1001

Advertising and Promotion $59

Other Expenses.1002

Office Expenses $325

Other Expenses.1005

Travel $3758

Other Expenses.1012

Insurance $1327

Other Expenses.1

Meetings $24694

Other Expenses.2

Lobbying $6000

Other Expenses.4

Merchant processing $1464

Other Expenses.5

DONATIONS $1000

Other Expenses.6

CONTRACT LABOR $581

Other Expenses.8

WEBSITE $331

Other Expenses.9

MISC. EXPENSE $140

Other Assets.1011

Prepaid Expenses and Deferred Charges - Beginning $0 Prepaid Expenses and Deferred Charges - Ending $1080

Form 990-EZ, Part IV: Officers, Directors, Trustees & Key Employees

Chet Seward, Executive Director, is paid as part of a management agreement with the Colorado Medical Society. His salary is not separately stated as paid by the organization. It is part of his responsibilities as an employee of the Colorado Medical Society.

Sign Here

	Signature of officer	Date

	Type or print name and title

Software ID:	13000170
Software Version:	2013v3.1

(a) Name	(b) Address	(c) EIN	(d) Amount paid from filing organization's funds. If none, enter -0-.	(e) Amount of political contributions received and promptly and directly delivered to a separate political organization. If none, enter -0-.

Limits on Lobbying Expenditures (The term "expenditures" means amounts paid or incurred.)		(b) Affiliated group totals
1a	Total lobbying expenditures to influence public opinion (grass roots lobbying) ......
b	Total lobbying expenditures to influence a legislative body (direct lobbying) .......
c	Total lobbying expenditures (add lines 1a and 1b) ...................
d	Other exempt purpose expenditures ........................
e	Total exempt purpose expenditures (add lines 1c and 1d) ...............
f	Lobbying nontaxable amount. Enter the amount from the following table in both columns.
	If the amount on line 1e, column (a) or (b) is:The lobbying nontaxable amount is:
	Not over $500,00020% of the amount on line 1e.
	Over $500,000 but not over $1,000,000$100,000 plus 15% of the excess over $500,000.
	Over $1,000,000 but not over $1,500,000$175,000 plus 10% of the excess over $1,000,000.
	Over $1,500,000 but not over $17,000,000$225,000 plus 5% of the excess over $1,500,000.
	Over $17,000,000$1,000,000.

g	Grassroots nontaxable amount (enter 25% of line 1f) .................
h	Subtract line 1g from line 1a. If zero or less, enter -0-. ................
i	Subtract line 1f from line 1c. If zero or less, enter -0-. ................
j	If there is an amount other than zero on either line 1h or line 1i, did the organization file Form 4720 reporting section 4911 tax for this year? ......................................	Yes No

4-Year Averaging Period Under Section 501(h) (Some organizations that made a section 501(h) election do not have to complete all of the five columns below. See the instructions for lines 2a through 2f on page 4.)
Lobbying Expenditures During 4-Year Averaging Period
	Calendar year (or fiscal year beginning in)	(a) 2010	(b) 2011	(c) 2012	(d) 2013	(e) Total

2a	Lobbying nontaxable amount

b	Lobbying ceiling amount (150% of line 2a, column(e))

c	Total lobbying expenditures

d	Grassroots nontaxable amount

e	Grassroots ceiling amount (150% of line 2d, column (e))

f	Grassroots lobbying expenditures