Civic Intelligence

Retina Research and Development Foundation

990 • Fiscal year 2020 • EIN 43-6067402

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 12, 2021

Organization ProfileTRI-STL.COM/NEW-PAGE-53
2201 South Brentwood BoulevardSaint Louis, MO 63144

(314) 367-1181

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

30th percentile

0.02x

Higher debt load relative to assets than 30% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

73rd percentile

0.38x

Higher debt load relative to revenue than 73% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Net Margin

93rd percentile

59%

Higher net margin than 93% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

37th percentile

$0

Higher top officer pay than 37% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Asset Growth

40th percentile

2.4%

Faster asset growth than 40% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

17th percentile

-29%

Faster revenue growth than 17% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets30th percentile

Assets

Up

$3,057,579

Up $71,008 (+2.4%) from 2019

Net Assets

Up

$3,005,293

Up $97,150 (+3.3%) from 2019

Liabilities

Down

$52,286

Down $26,142 (-33%) from 2019

Revenue And Expenses
Liabilities / Revenue73rd percentileNet Margin93rd percentile

Revenue

Down

$139,026

Down $57,396 (-29%) from 2019

Expenses

Down

$56,465

Down $80,772 (-59%) from 2019

Net Income

Up

$82,561

Up $23,376 (+39%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth40th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$6.0M$4.0M$2.0M$0Assets 2010: $2,283,325Liabilities 2010: $76Net Assets 2010: $2,283,2492010Assets 2011: $2,269,223Liabilities 2011: $6,951Net Assets 2011: $2,262,2722011Assets 2012: $2,470,414Liabilities 2012: $193,384Net Assets 2012: $2,277,0302012Assets 2013: $2,452,821Liabilities 2013: $137,309Net Assets 2013: $2,315,5122013Assets 2014: $2,362,000Liabilities 2014: $67,432Net Assets 2014: $2,294,5682014Assets 2015: $2,229,227Liabilities 2015: $0Net Assets 2015: $2,229,2272015Assets 2016: $2,459,024Liabilities 2016: $0Net Assets 2016: $2,459,0242016Assets 2017: $2,847,660Liabilities 2017: $718Net Assets 2017: $2,846,9422017Assets 2018: $2,933,729Liabilities 2018: $104,570Net Assets 2018: $2,829,1592018Assets 2019: $2,986,571Liabilities 2019: $78,428Net Assets 2019: $2,908,1432019Assets 2020: $3,057,579Liabilities 2020: $52,286Net Assets 2020: $3,005,2932020Assets 2021: $3,068,482Liabilities 2021: $27,108Net Assets 2021: $3,041,3742021Assets 2022: $3,030,037Liabilities 2022: $1,941Net Assets 2022: $3,028,0962022Assets 2023: $3,496,233Liabilities 2023: $0Net Assets 2023: $3,496,2332023Assets 2024: $4,446,270Liabilities 2024: $0Net Assets 2024: $4,446,2702024

Highlighted filing

2020

Assets$3,057,579
Liabilities$52,286
Net Assets$3,005,293
Open 2020 Filing

Operations Trend

Revenue Growth17th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$1.5M$1.0M$500K$0-$500KRevenue 2010: $865,360Expenses 2010: $719,737Net Income 2010: $145,6232010Revenue 2011: $312,469Expenses 2011: $333,446Net Income 2011: -$20,9772011Revenue 2012: $228,980Expenses 2012: $217,576Net Income 2012: $11,4042012Revenue 2013: $162,243Expenses 2013: $126,729Net Income 2013: $35,5142013Revenue 2014: $85,025Expenses 2014: $91,134Net Income 2014: -$6,1092014Revenue 2015: $174,716Expenses 2015: $107,826Net Income 2015: $66,8902015Revenue 2016: $238,112Expenses 2016: $102,024Net Income 2016: $136,0882016Revenue 2017: $364,868Expenses 2017: $95,382Net Income 2017: $269,4862017Revenue 2018: $265,051Expenses 2018: $119,286Net Income 2018: $145,7652018Revenue 2019: $196,422Expenses 2019: $137,237Net Income 2019: $59,1852019Revenue 2020: $139,026Expenses 2020: $56,465Net Income 2020: $82,5612020Revenue 2021: $101,493Expenses 2021: $97,569Net Income 2021: $3,9242021Revenue 2022: $116,711Expenses 2022: $95,767Net Income 2022: $20,9442022Revenue 2023: $516,119Expenses 2023: $70,545Net Income 2023: $445,5742023Revenue 2024: $1,068,145Expenses 2024: $126,870Net Income 2024: $941,2752024

Highlighted filing

2020

Revenue$139,026
Expenses$56,465
Net Income$82,561
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 12, 2021
Return Version
2020v4.1
Gross Receipts
$139,522
Mission and Program Overview

Mission

To research and teach about diseases and surgeries of the eye.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$2,260,000$2,260,000→ $0
Savings and Temporary Cash Investments$578,637$670,192▲ $91,555
Investments in Publicly Traded Securities$59,544$75,068▲ $15,524
Land, Buildings, and Equipment, Net$86,866$52,119▼ $34,747
Total Assets$2,986,571$3,057,579▲ $71,008
Other Assets Total$1,524$200▼ $1,324
Liabilities
Mortgage Notes Payable Secured by Investment Property$78,428$52,286▼ $26,142
Total Liabilities$78,428$52,286▼ $26,142
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$2,908,143$3,005,293▲ $97,150
Total Net Assets Fund Balance$2,908,143$3,005,293▲ $97,150
Total Liabilities and Net Assets / Fund Balance$2,986,571$3,057,579▲ $71,008

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$52,119$137,263$189,382
Other Securities$1,660,000--
Compensation and Service Providers
Top Officer Pay37th percentile

Board Members and Trustees

NameTitle
Daniel Joseph Phd MdTrustee
Dean Burgess MdTrustee
Matthew a Thomas MdTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$55,030
Program Service Revenue
$0
Investment Income
$84,492
Other Revenue
$-496
All Other Contributions
$55,030
Change in Net Assets
$82,561
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$56,465
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Depreciation Depletion$34,745--$34,745
Fees for Services Other$16,818$318-$17,136
Fees for Services Accounting-$3,500-$3,500
Conferences and Meetings$821--$821
Fees for Service Investment Mgmnt Fees-$150-$150
Office Expenses$113--$113
Total Functional Expenses$52,497$3,968$0$56,465
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$496
Fundraising Gross Income$0
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
-Officer/ownerReimburse Expenses/staff TimeNo$13,121
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Business relationship with 35% controlled entity
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 2

“Daniel joseph & matthew a. Thomas have a business relationship.”

Form 990, Part VI, Section A, Line 8B

“There are no committees with the authority to act on behalf of the board of directors.”

Form 990, Part VI, Section B, Line 11B

“The year's financial information is prepared by the foundation, then submitted to rubinbrown for review and tax preparation. When the 990 is received, it is compared to the prior year's tax return and the financial information sent to rubinbrown. Any questions are directed to rubinbrown and resolved. At this point it is forwarded to daniel joseph, m.d., phd. For signature.”

Form 990, Part VI, Section C, Line 19

“The foundation makes the articles of incorporation and bylaws available by request.”

Filing and Contact Details

Filer

Filer Name
Retina Research and Development
EIN
43-6067402
Phone
3143671181
Address
2201 SOUTH BRENTWOOD BOULEVARD, SAINT LOUIS, MO 63144

Signing Officer

Name
Dr Daniel Joseph
Title
Trustee
Phone
3143671181
Signed
2021-11-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Daniel Joseph Phd Md
Formed
1966
Legal Domicile
Mo
Voting Board Members
3
Independent Board Members
2
Employees
0
Volunteers
3

Preparer

Firm
Rubinbrown Llp
Address
ONE NORTH BRENTWOOD, SAINT LOUIS, MO 63105
Preparer
Mindy G Krueger
Phone
3142903300
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

“Reimbursed staff costs: program service expenses 12,307. Management and general expenses 318. Fundraising expenses 0. Total expenses 12,625. Outside services - meeting support: program service expenses 4,511. Management and general expenses 0. Fundraising expenses 0. Total expenses 4,511.”

Raw XML Appendix360 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0189382
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt0600000
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt11660000
IRS990ScheduleD/OtherSecuritiesGrp/Desc0REAL ESTATE LOAN AT LIBOR PLUS 1.7% FLOATING RATE HELD FOR INVESTMENT
IRS990ScheduleD/OtherSecuritiesGrp/Desc1REAL ESTATE LOAN AT LIBOR PLUS 1.8% FLOATING RATE HELD FOR INVESTMENT
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0C
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd1C
IRS990ScheduleD/TotalBookValueLandBuildingsAmt052119
IRS990ScheduleD/TotalBookValueSecuritiesAmt02260000
IRS990/ScheduleJRequiredInd00
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/BusinessName/BusinessNameLine1Txt0RETINA CONSULTANTS LTD (1 DIRECTOR)
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt0OFFICER/OWNER
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd00
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionAmt013121
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc0REIMBURSE EXPENSES/STAFF TIME
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DANIEL JOSEPH & MATTHEW A. THOMAS HAVE A BUSINESS RELATIONSHIP.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THERE ARE NO COMMITTEES WITH THE AUTHORITY TO ACT ON BEHALF OF THE BOARD OF DIRECTORS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE YEAR'S FINANCIAL INFORMATION IS PREPARED BY THE FOUNDATION, THEN SUBMITTED TO RUBINBROWN FOR REVIEW AND TAX PREPARATION. WHEN THE 990 IS RECEIVED, IT IS COMPARED TO THE PRIOR YEAR'S TAX RETURN AND THE FINANCIAL INFORMATION SENT TO RUBINBROWN. ANY QUESTIONS ARE DIRECTED TO RUBINBROWN AND RESOLVED. AT THIS POINT IT IS FORWARDED TO DANIEL JOSEPH, M.D., PHD. FOR SIGNATURE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE FOUNDATION MAKES THE ARTICLES OF INCORPORATION AND BYLAWS AVAILABLE BY REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4REIMBURSED STAFF COSTS: PROGRAM SERVICE EXPENSES 12,307. MANAGEMENT AND GENERAL EXPENSES 318. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 12,625. OUTSIDE SERVICES - MEETING SUPPORT: PROGRAM SERVICE EXPENSES 4,511. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 4,511.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART IX, LINE 11G
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt02986571
IRS990/TotalAssetsEOYAmt03057579
IRS990/TotalAssetsGrp/BOYAmt02986571
IRS990/TotalAssetsGrp/EOYAmt03057579
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt055030
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt03968
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt052497
IRS990/TotalFunctionalExpensesGrp/TotalAmt056465
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt078428
IRS990/TotalLiabilitiesEOYAmt052286
IRS990/TotalLiabilitiesGrp/BOYAmt078428
IRS990/TotalLiabilitiesGrp/EOYAmt052286
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt02908143
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt03005293
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt052497
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt083996
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0139026
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt03
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt02986571
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt03057579
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt02201 SOUTH BRENTWOOD BOULEVARD
IRS990/USAddress/CityNm0SAINT LOUIS
IRS990/USAddress/StateAbbreviationCd0MO
IRS990/USAddress/ZIPCd063144
IRS990/VotingMembersGoverningBodyCnt03
IRS990/VotingMembersIndependentCnt02
IRS990/WebsiteAddressTxt0TRI-STL.COM/NEW-PAGE-53
IRS990/WhistleblowerPolicyInd00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0DR DANIEL JOSEPH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum03143671181
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0RETINA RESEARCH AND DEVELOPMENT
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0RETI
ReturnHeader/Filer/EIN0436067402
ReturnHeader/Filer/PhoneNum03143671181
ReturnHeader/Filer/USAddress/AddressLine1Txt02201 SOUTH BRENTWOOD BOULEVARD
ReturnHeader/Filer/USAddress/CityNm0SAINT LOUIS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MO
ReturnHeader/Filer/USAddress/ZIPCd063144
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0430765316
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0RUBINBROWN LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0ONE NORTH BRENTWOOD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SAINT LOUIS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd063105
ReturnHeader/PreparerPersonGrp/PhoneNum03142903300
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MINDY G KRUEGER
ReturnHeader/ReturnTs02021-11-15T12:27:05-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0DR
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0DANIEL JOSEPH
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,057,579
Liabilities
$52,286
Net assets
$3,005,293
Revenue
$139,026
Expenses
$56,465
Net income
$82,561
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.45$0.00$4.45$1.07$0.13$0.94
2023Detailed filing. Detailed filing data is available for this year.$3.50$0.00$3.50$0.52$0.07$0.45
2022Detailed filing. Detailed filing data is available for this year.$3.03$0.00$3.03$0.12$0.10$0.02
2021Detailed filing. Detailed filing data is available for this year.$3.07$0.03$3.04$0.10$0.10$0.00
2020Detailed filing. Detailed filing data is available for this year.$3.06$0.05$3.01$0.14$0.06$0.08
2019Detailed filing. Detailed filing data is available for this year.$2.99$0.08$2.91$0.20$0.14$0.06
2018Detailed filing. Detailed filing data is available for this year.$2.93$0.10$2.83$0.27$0.12$0.15
2017Detailed filing. Detailed filing data is available for this year.$2.85$0.00$2.85$0.36$0.10$0.27
2016Detailed filing. Detailed filing data is available for this year.$2.46$0.00$2.46$0.24$0.10$0.14
2015Detailed filing. Detailed filing data is available for this year.$2.23$0.00$2.23$0.17$0.11$0.07
2014Detailed filing. Detailed filing data is available for this year.$2.36$0.07$2.29$0.09$0.09$0.01
2013Summary only. Only limited summary data is available for this year.$2.45$0.14$2.32$0.16$0.13$0.04
2012Summary only. Only limited summary data is available for this year.$2.47$0.19$2.28$0.23$0.22$0.01
2011Summary only. Only limited summary data is available for this year.$2.27$0.01$2.26$0.31$0.33$0.02
2010Summary only. Only limited summary data is available for this year.$2.28$0.00$2.28$0.87$0.72$0.15