Civic Intelligence

Retina Research and Development Foundation

990 • Fiscal year 2023 • EIN 43-6067402

Jan 01, 2023 to Dec 31, 2023 • Filed on Oct 22, 2024

Organization ProfileTRI-STL.COM/RRDF-BACKGROUND
8182 Maryland Ave 15th FloorSt Louis, MO 63105

(314) 367-1181

Siviq Scores

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

Liabilities / Assets

17th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

17th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Net Margin

97th percentile

86%

Higher net margin than 97% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Top Officer Pay

39th percentile

$0

Higher top officer pay than 39% of similar nonprofits.

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

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Asset Growth

71st percentile

15%

Faster asset growth than 71% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

97th percentile

342%

Faster revenue growth than 97% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets17th percentile

Assets

Up

$3,496,233

Up $466,196 (+15%) from 2022

Net Assets

Up

$3,496,233

Up $468,137 (+15%) from 2022

Liabilities

Down

$0

Down $1,941 (-100%) from 2022

Revenue And Expenses
Liabilities / Revenue17th percentileNet Margin97th percentile

Revenue

Up

$516,119

Up $399,408 (+342%) from 2022

Expenses

Down

$70,545

Down $25,222 (-26%) from 2022

Net Income

Up

$445,574

Up $424,630 (+2027%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth71st 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

2023

Assets$3,496,233
Liabilities$0
Net Assets$3,496,233
Open 2023 Filing

Operations Trend

Revenue Growth97th 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

2023

Revenue$516,119
Expenses$70,545
Net Income$445,574
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Oct 22, 2024
Return Version
2023v5.1
Gross Receipts
$516,119
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$685,557$1,137,930▲ $452,373
Investments in Publicly Traded Securities$73,856$96,803▲ $22,947
Land, Buildings, and Equipment, Net$10,424$0▼ $10,424
Total Assets$3,030,037$3,496,233▲ $466,196
Other Assets Total$200$1,500▲ $1,300
Liabilities
Other Liabilities$1,941$0▼ $1,941
Total Liabilities$1,941$0▼ $1,941
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$3,028,096$3,496,233▲ $468,137
Total Net Assets Fund Balance$3,028,096$3,496,233▲ $468,137
Total Liabilities and Net Assets / Fund Balance$3,030,037$3,496,233▲ $466,196

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$0$189,382$189,382
Other Securities$1,660,000--
Compensation and Service Providers
Top Officer Pay39th 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
$413,539
Program Service Revenue
$0
Investment Income
$102,580
Other Revenue
$0
All Other Contributions
$413,539
Change in Net Assets
$445,574
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$70,545
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
Conferences and Meetings$28,672--$28,672
Fees for Services Other$17,308$2,053-$19,361
Depreciation Depletion$10,424--$10,424
Fees for Services Legal-$7,150-$7,150
Fees for Services Management-$2,503-$2,503
Office Expenses$2,035--$2,035
Interest-$250-$250
Fees for Service Investment Mgmnt Fees-$150-$150
Total Functional Expenses$58,439$12,106$0$70,545
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Business relationship with 35% controlled entity
No
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 8B

“There are no committees that may 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
8182 MARYLAND AVE 15TH FLOOR, ST LOUIS, MO 63105

Signing Officer

Name
Daniel Joseph Phd Md
Title
Trustee
Phone
3143671181
Signed
2024-10-22
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
7676 FORSYTH BLVD SUITE 2100, SAINT LOUIS, MO 63105
Preparer
Lindsey R Priebe CPA
Phone
3142903300
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

“Reimbursed staff costs: program service expenses 11,415. Management and general expenses 2,053. Fundraising expenses 0. Total expenses 13,468. Outside services - meeting support: program service expenses 5,893. Management and general expenses 0. Fundraising expenses 0. Total expenses 5,893.”

Raw XML Appendix325 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.

Path#Value
IRS990/AccountantCompileOrReviewInd00
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0TO RESEARCH AND TEACH ABOUT DISEASES AND SURGERIES OF THE EYE.
IRS990/AddressChangeInd0X
IRS990/AllOtherContributionsAmt0413539
IRS990/BooksInCareOfDetail/PersonNm0THE RETINA INSTITUTE
IRS990/BooksInCareOfDetail/PhoneNum03143671181
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt02201 S BRENTWOOD BOULEVARD
IRS990/BooksInCareOfDetail/USAddress/CityNm0ST LOUIS
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MO
IRS990/BooksInCareOfDetail/USAddress/ZIPCd063144
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConferencesMeetingsGrp/ProgramServicesAmt028672
IRS990/ConferencesMeetingsGrp/TotalAmt028672
IRS990/ConflictOfInterestPolicyInd00
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0413539
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt0102580
IRS990/CYOtherExpensesAmt070545
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0445574
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt070545
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0516119
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/DepreciationDepletionGrp/ProgramServicesAmt010424
IRS990/DepreciationDepletionGrp/TotalAmt010424
IRS990/Desc0SYMPOSIUMS COVERING TOPICS CONCERNING DISEASES OF THE EYE AND SURGICAL TECHNIQUES. ATTENDANCE OF APPROXIMATELY 198 VIRTUAL ATTENDEES AND 96 IN-PERSON ATTENDEES. THE FOUNDATION FUNDS STUDIES RELATED TO DEVELOPING THE MOST EFFECTIVE MEANS OF TREATING VARIOUS DISEASES OF THE RETINA AND VITREOUS. 9 PAPERS WERE PUBLISHED IN 2023 AS WELL AS 6 "CASE OF THE MONTH" ARTICLES. PRESENTATIONS WERE ALSO MADE AT VARIOUS CONFERENCES AND ON WEB-BASED MEETINGS.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd00
IRS990/DonorAdvisedFundInd00
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt058439
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt07150
IRS990/FeesForServicesLegalGrp/TotalAmt07150
IRS990/FeesForServicesManagementGrp/ManagementAndGeneralAmt02503
IRS990/FeesForServicesManagementGrp/TotalAmt02503
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt02053
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt017308
IRS990/FeesForServicesOtherGrp/TotalAmt019361
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt0150
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt0150
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt00.10
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt13.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt20.10
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/PersonNm0DEAN BURGESS MD
IRS990/Form990PartVIISectionAGrp/PersonNm1DANIEL JOSEPH PHD MD
IRS990/Form990PartVIISectionAGrp/PersonNm2MATTHEW A THOMAS MD
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt1TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd00
IRS990/FormationYr01966
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt03
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt0516119
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt02
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIXInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InterestGrp/ManagementAndGeneralAmt0250
IRS990/InterestGrp/TotalAmt0250
IRS990/InvestmentIncomeGrp/ExclusionAmt0102580
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0102580
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt02260000
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt02260000
IRS990/InvestmentsPubTradedSecGrp/BOYAmt073856
IRS990/InvestmentsPubTradedSecGrp/EOYAmt096803
IRS990/IRPDocumentCnt04
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0189382
IRS990/LandBldgEquipBasisNetGrp/BOYAmt010424
IRS990/LandBldgEquipBasisNetGrp/EOYAmt00
IRS990/LandBldgEquipCostOrOtherBssAmt0189382
IRS990/LegalDomicileStateCd0MO
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd00
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO RESEARCH AND TEACH ABOUT DISEASES AND SURGERIES OF THE EYE.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt03028096
IRS990/NetAssetsOrFundBalancesEOYAmt03496233
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt022563
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt03028096
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt03496233
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/ProgramServicesAmt02035
IRS990/OfficeExpensesGrp/TotalAmt02035
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0200
IRS990/OtherAssetsTotalGrp/EOYAmt01500
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherLiabilitiesGrp/BOYAmt01941
IRS990/OtherLiabilitiesGrp/EOYAmt00
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0DANIEL JOSEPH PHD MD
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt035865
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt080846
IRS990/PYOtherExpensesAmt095767
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt020944
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt095767
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0116711
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0445574
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0685557
IRS990/SavingsAndTempCashInvstGrp/EOYAmt01137930
IRS990ScheduleA/FactsAndCircumstancesTestTxt0THE ORGANIZATION BELIEVES IT MEETS THE FACTORS OF THE FACTS AND CIRCUMSTANCES TEST AS OUTLINED IN IRC REG. 1.170A-9. SOURCES OF SUPPORT - THE ORGANIZATION SOLICITS FUNDS FROM THE GENERAL PUBLIC ON ITS WEBSITE, IN ITS NEWSLETTERS AND THROUGH PARTICIPATION IN EVENTS. THE ORGANIZATION RECEIVED SUBSTANTIAL CONTRIBUTIONS FROM A GENEROUS DONOR IN 2023. DUE TO LIMITED OTHER CONTRIBUTIONS DURING THE PAST FIVE YEARS, INCLUDING THE IMPACT FROM COVID, THE ORGANIZATION'S PUBLIC SUPPORT PERCENTAGE HAS DECREASED. THROUGH CONTINUED FUNDRAISING, THE ORGANIZATION PLANS TO GROW THIS PERCENTAGE SOON. EDUCATIONAL OR RESEARCH INSTITUTION - THE ORGANIZATION REGULARLY PUBLISHES SCHOLARLY STUDIES THAT ARE WIDELY USED BY COLLEGES AND UNIVERSITY AND MEMBERS OF THE MEDICAL FIELD AND GENERAL PUBLIC.
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0413539
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt035865
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt034933
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt055030
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt042918
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0582285
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0102580
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt080846
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt066560
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt084492
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt082780
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0417258
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.19700
IRS990ScheduleA/PublicSupportPY170Pct00.30510
IRS990ScheduleA/PublicSupportTotal170Amt0196875
IRS990ScheduleA/SubstantialContributorsTotAmt0385410
IRS990ScheduleA/TenPctFactsCrcmstncsTestCYInd0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0413539
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt035865
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt034933
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt055030
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt042918
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0582285
IRS990ScheduleA/TotalSupportAmt0999543
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/EquipmentGrp/BookValueAmt00
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0189382
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0189382
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt0600000
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt11660000
IRS990ScheduleD/OtherSecuritiesGrp/Desc0REAL ESTATE LOAN AT LIBOR PLUS 1.8% 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/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueSecuritiesAmt02260000
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THERE ARE NO COMMITTEES THAT MAY ACT ON BEHALF OF THE BOARD OF DIRECTORS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE 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/ExplanationTxt2THE FOUNDATION MAKES THE ARTICLES OF INCORPORATION AND BYLAWS AVAILABLE BY REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3REIMBURSED STAFF COSTS: PROGRAM SERVICE EXPENSES 11,415. MANAGEMENT AND GENERAL EXPENSES 2,053. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 13,468. OUTSIDE SERVICES - MEETING SUPPORT: PROGRAM SERVICE EXPENSES 5,893. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 5,893.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART IX, LINE 11G
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt03030037
IRS990/TotalAssetsEOYAmt03496233
IRS990/TotalAssetsGrp/BOYAmt03030037
IRS990/TotalAssetsGrp/EOYAmt03496233
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0413539
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt012106
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt058439
IRS990/TotalFunctionalExpensesGrp/TotalAmt070545
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt01941
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt01941
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt03028096
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt03496233
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt058439
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0102580
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0516119
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt03
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt03030037
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt03496233
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt08182 MARYLAND AVE 15TH FLOOR
IRS990/USAddress/CityNm0ST LOUIS
IRS990/USAddress/StateAbbreviationCd0MO
IRS990/USAddress/ZIPCd063105
IRS990/VotingMembersGoverningBodyCnt03
IRS990/VotingMembersIndependentCnt02
IRS990/WebsiteAddressTxt0TRI-STL.COM/RRDF-BACKGROUND
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0DANIEL JOSEPH PHD MD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum03143671181
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-10-22
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0RETINA RESEARCH AND DEVELOPMENT
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0RETI
ReturnHeader/Filer/EIN0436067402
ReturnHeader/Filer/PhoneNum03143671181
ReturnHeader/Filer/USAddress/AddressLine1Txt08182 MARYLAND AVE 15TH FLOOR
ReturnHeader/Filer/USAddress/CityNm0ST LOUIS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MO
ReturnHeader/Filer/USAddress/ZIPCd063105
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0430765316
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0RUBINBROWN LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt07676 FORSYTH BLVD SUITE 2100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SAINT LOUIS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd063105
ReturnHeader/PreparerPersonGrp/PhoneNum03142903300
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LINDSEY R PRIEBE CPA
ReturnHeader/ReturnTs02024-10-28T21:20:16-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,496,233
Liabilities
$0
Net assets
$3,496,233
Revenue
$516,119
Expenses
$70,545
Net income
$445,574
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