Liabilities / Assets
56th percentile
Tied with the lowest-debt nonprofits in its peer group.
Ocular Surface Research & Education Foundation Inc
990EZ • Fiscal year 2021 • EIN 65-0899151
Siviq Scores
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
0.00x
Liabilities / Revenue
56th percentile
Tied with the lowest-debt nonprofits in its peer group.
Net Margin
74th percentile
Higher net margin than 74% of similar nonprofits.
Top Officer Pay
77th percentile
Higher top officer pay than 77% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
Score unavailable
No earlier valid filing was available within the previous three public years.
Revenue Growth
Score unavailable
No earlier valid filing was available within the previous three public years.
Balance Sheet
Assets
Down$28,798
Down $31,848 (-53%) from 2017
Net Assets
Down$28,798
Down $25,848 (-47%) from 2017
Liabilities
Down$0
Down $6,000 (-100%) from 2017
Revenue And Expenses
Revenue
Up$109,800
Up $88,800 (+423%) from 2017
Expenses
Up$76,768
Up $54,993 (+253%) from 2017
Net Income
Up$33,032
Up $33,807 (+4362%) from 2017
Historical Trend
Jump To
Filing Snapshot
- Filing Period
- Jan 1, 2021 to Dec 31, 2021
- Signed
- May 5, 2022
- Return Version
- 2021v4.2
- Gross Receipts
- $109,800
Mission and Program Overview
Mission
Medical research in ocular surface treatments
Program Services
| Description | Grants | Expenses |
|---|---|---|
| DURING 2021, DUE TO COVID LIMITATIONS, OSREF HAD LIMITED ACTIVITY AND WAS UNABLE TO PRODUCE ITS PUBLIC EDUCATIONAL SEMINARS. OSREF HAS ONE FELLOW WHO RECEIVED A STIPEND OF $19,038 RELATING TO HIS ONGOING EFFORTS IN THE FIELD OF MEIBOMIAN GLAND DYSFUNCTION AND DRY EYE. THAT FELLOW RESIGNED AT THE END OF 2021 AND WAS REPLACED BY A NEW EMPLOYEE OF OSREF. THE EMPLOYEE IS NOW CONDUCTING RESEARCH AND PRODUCING EDUCATIONAL SEMINARS FOR THE PUBLIC. | $0 | $76,768 |
Compensation and Service Providers
Employees
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| STEVEN L MASKIN MD | Director | - | $0 | - | - |
| NANCY MARTE | Director | - | $0 | - | - |
| STEPHANIE AVERYT | Director | - | $0 | - | - |
Filing and Contact Details
Filer
- Filer Name
- Ocular Surface Research & Education
- EIN
- 65-0899151
- Phone
- 8138750000
- Address
- 3001 SWANN AVENUE, TAMPA, FL 33609
Signing Officer
- Name
- Steven L Maskin Md
- Title
- Director
- Phone
- 8138750000
- Signed
- 2022-05-05
- Discuss with paid preparer
- Yes
Preparer
- Firm
- Warren Averett LLC
- Address
- 400 NORTH ASHLEY DRIVE SUITE 700, TAMPA, FL 33602
- Preparer
- J Scott Robey CPA
- Phone
- 8132292321
Supplemental Narrative
Additional Explanations
Form 990-ez, Part I, Line 14
“Description: depreciation. Amount: 3,413. Description: other expenses. Amount: 4,509. Total to form 990-ez, line 14: 7,922.”
Form 990-ez, Part I, Line 16 - Other Expenses
“Description: computer expense. Amount: 3,246. Description: payroll taxes. Amount: 2,797. Description: stipend. Amount: 19,038. Total to form 990-ez, line 16: 25,081.”
Form 990-ez, Part II, Line 24 - Other Assets
“Description: due from maskin. Beg. Of year amount: 0. End of year amount: 27,185. Description: other depreciable assets. Beg. Of year amount: 4,096. End of year amount: 0.”
Form 990-ez, Part II, Line 26 - Other Liabilities
“Description: due to maskin. Beg. Of year amount: 18,815. End of year amount: 0.”
Form 990-ez, Part V, Line 34
“The foundation amended its articles of incorporation to change the basis for tax classification under sec. 509(a)(1) from a medical research organization affiliated with a tax exempt hospital to a publicly supported charity. Per the amended articles of incorporation, the purpose of the foundation is to be operated exclusively for charitable, educational, and scientific purposes, within the meaning of section 501(c)(3).”
Raw XML Appendix149 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 |
|---|---|---|
| IRS990EZ/ActivitiesNotPreviouslyRptInd | 0 | 0 |
| IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt | 0 | STEVEN L MASKIN MD |
| IRS990EZ/BooksInCareOfDetail/PhoneNum | 0 | 8138750000 |
| IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 3001 SWANN AVENUE |
| IRS990EZ/BooksInCareOfDetail/USAddress/CityNm | 0 | TAMPA |
| IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | FL |
| IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 33609 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt | 0 | 10485 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 1613 |
| IRS990EZ/ChgMadeToOrgnzngDocNotRptInd | 0 | 1 |
| IRS990EZ/ContributionsGiftsGrantsEtcAmt | 0 | 109800 |
| IRS990EZ/DirectIndirectPltclExpendAmt | 0 | 0 |
| IRS990EZ/DonorAdvisedFndsInd | 0 | 0 |
| IRS990EZ/EngagedInExcessBenefitTransInd | 0 | 0 |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | 33032 |
| IRS990EZ/FeesAndOtherPymtToIndCntrctAmt | 0 | 7208 |
| IRS990EZ/FiledScheduleAInd | 0 | 1 |
| IRS990EZ/ForeignFinancialAccountInd | 0 | 0 |
| IRS990EZ/ForeignOfficeInd | 0 | 0 |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 14581 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 28798 |
| IRS990EZ/GrossReceiptsAmt | 0 | 109800 |
| IRS990EZ/InfoInScheduleOPartIIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartVInd | 0 | X |
| IRS990EZ/LobbyingActivitiesInd | 0 | 0 |
| IRS990EZ/MadeLoansToFromOfficersInd | 0 | 0 |
| IRS990EZ/MethodOfAccountingAccrualInd | 0 | X |
| IRS990EZ/NetAssetsOrFundBalancesBOYAmt | 0 | -4234 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 28798 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | -4234 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 28798 |
| IRS990EZ/OccupancyRentUtltsAndMaintAmt | 0 | 7922 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 0 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 1 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 2 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 0 | STEVEN L MASKIN MD |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 1 | NANCY MARTE |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 2 | STEPHANIE AVERYT |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | DIRECTOR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 1 | DIRECTOR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 2 | DIRECTOR |
| IRS990EZ/OperateHospitalInd | 0 | 0 |
| IRS990EZ/Organization501c3Ind | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | 0 |
| IRS990EZ/OrganizationHadUBIInd | 0 | 0 |
| IRS990EZ/OtherAssetsTotalDetail/BOYAmt | 0 | 4096 |
| IRS990EZ/OtherAssetsTotalDetail/EOYAmt | 0 | 27185 |
| IRS990EZ/OtherChangesInNetAssetsAmt | 0 | 0 |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 25081 |
| IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt | 0 | NONE |
| IRS990EZ/PartVIOfCompOfHghstPdEmplTxt | 0 | NONE |
| IRS990EZ/PoliticalCampaignActyInd | 0 | 0 |
| IRS990EZ/PrimaryExemptPurposeTxt | 0 | MEDICAL RESEARCH IN OCULAR SURFACE TREATMENTS |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 0 | DURING 2021, DUE TO COVID LIMITATIONS, OSREF HAD LIMITED ACTIVITY AND WAS UNABLE TO PRODUCE ITS PUBLIC EDUCATIONAL SEMINARS. OSREF HAS ONE FELLOW WHO RECEIVED A STIPEND OF $19,038 RELATING TO HIS ONGOING EFFORTS IN THE FIELD OF MEIBOMIAN GLAND DYSFUNCTION AND DRY EYE. THAT FELLOW RESIGNED AT THE END OF 2021 AND WAS REPLACED BY A NEW EMPLOYEE OF OSREF. THE EMPLOYEE IS NOW CONDUCTING RESEARCH AND PRODUCING EDUCATIONAL SEMINARS FOR THE PUBLIC. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt | 0 | 0 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 0 | 76768 |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | 0 |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | 0 |
| IRS990EZ/SalariesOtherCompEmplBnftAmt | 0 | 36557 |
| IRS990EZ/SchoolOperatingInd | 0 | 0 |
| IRS990EZ/SubjectToProxyTaxInd | 0 | 0 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt | 0 | 18815 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt | 0 | 0 |
| IRS990EZ/TanningServicesProvidedInd | 0 | 0 |
| IRS990EZ/TaxImposedOnOrganizationMgrAmt | 0 | 0 |
| IRS990EZ/TaxImposedUnderIRC4911Amt | 0 | 0 |
| IRS990EZ/TaxImposedUnderIRC4912Amt | 0 | 0 |
| IRS990EZ/TaxImposedUnderIRC4955Amt | 0 | 0 |
| IRS990EZ/TaxReimbursedByOrganizationAmt | 0 | 0 |
| IRS990EZ/TotalExpensesAmt | 0 | 76768 |
| IRS990EZ/TotalProgramServiceExpensesAmt | 0 | 76768 |
| IRS990EZ/TotalRevenueAmt | 0 | 109800 |
| IRS990EZ/TransactionWithControlEntInd | 0 | 0 |
| IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd | 0 | 0 |
| IRS990EZ/TypeOfOrganizationCorpInd | 0 | X |
| IRS990EZ/WebsiteAddressTxt | 0 | WWW.OSREF.ORG |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt | 0 | 109800 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt | 0 | 109800 |
| IRS990ScheduleA/PublicOrganization170Ind | 0 | X |
| IRS990ScheduleA/PublicSupportCY170Pct | 0 | 1.00000 |
| IRS990ScheduleA/PublicSupportTotal170Amt | 0 | 109800 |
| IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind | 0 | X |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt | 0 | 109800 |
| IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt | 0 | 109800 |
| IRS990ScheduleA/TotalSupportAmt | 0 | 109800 |
| IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1 | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorNum | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1 | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine2 | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt | 0 | RESTRICTED |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | DESCRIPTION: DEPRECIATION. AMOUNT: 3,413. DESCRIPTION: OTHER EXPENSES. AMOUNT: 4,509. TOTAL TO FORM 990-EZ, LINE 14: 7,922. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | DESCRIPTION: COMPUTER EXPENSE. AMOUNT: 3,246. DESCRIPTION: PAYROLL TAXES. AMOUNT: 2,797. DESCRIPTION: STIPEND. AMOUNT: 19,038. TOTAL TO FORM 990-EZ, LINE 16: 25,081. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | DESCRIPTION: DUE FROM MASKIN. BEG. OF YEAR AMOUNT: 0. END OF YEAR AMOUNT: 27,185. DESCRIPTION: OTHER DEPRECIABLE ASSETS. BEG. OF YEAR AMOUNT: 4,096. END OF YEAR AMOUNT: 0. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | DESCRIPTION: DUE TO MASKIN. BEG. OF YEAR AMOUNT: 18,815. END OF YEAR AMOUNT: 0. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 4 | THE FOUNDATION AMENDED ITS ARTICLES OF INCORPORATION TO CHANGE THE BASIS FOR TAX CLASSIFICATION UNDER SEC. 509(A)(1) FROM A MEDICAL RESEARCH ORGANIZATION AFFILIATED WITH A TAX EXEMPT HOSPITAL TO A PUBLICLY SUPPORTED CHARITY. PER THE AMENDED ARTICLES OF INCORPORATION, THE PURPOSE OF THE FOUNDATION IS TO BE OPERATED EXCLUSIVELY FOR CHARITABLE, EDUCATIONAL, AND SCIENTIFIC PURPOSES, WITHIN THE MEANING OF SECTION 501(C)(3). |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | FORM 990-EZ, PART I, LINE 14 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIES |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 4 | FORM 990-EZ, PART V, LINE 34 |
| TransferPrsnlBnftContractsDecl/DeclarationDesc | 0 | THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT. |
| ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd | 0 | AAL1 |
| ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd | 0 | IAL1 |
| ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd | 0 | 3 |
| ReturnHeader/BuildTS | 0 | 2022-09-23 18:48:47Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | 1 |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | STEVEN L MASKIN MD |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | DIRECTOR |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 8138750000 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2022-05-05 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | OCULAR SURFACE RESEARCH & EDUCATION |
| ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt | 0 | FOUNDATION INC |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | OCUL |
| ReturnHeader/Filer/EIN | 0 | 650899151 |
| ReturnHeader/Filer/PhoneNum | 0 | 8138750000 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | 3001 SWANN AVENUE |
| ReturnHeader/Filer/USAddress/CityNm | 0 | TAMPA |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | FL |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 33609 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 454084437 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | WARREN AVERETT LLC |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | 400 NORTH ASHLEY DRIVE SUITE 700 |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | TAMPA |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | FL |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 33602 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 8132292321 |
| ReturnHeader/PreparerPersonGrp/PreparationDt | 0 | 2022-05-05 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | J SCOTT ROBEY CPA |
| ReturnHeader/ReturnTs | 0 | 2022-05-09T10:39:53-05:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm | 0 | STEVEN |
| ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm | 0 | MASKIN MD |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2021-01-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2021-12-31 |
| ReturnHeader/TaxYr | 0 | 2021 |
Document Assets
No mirrored PDF or thumbnail assets are attached yet.
Filings
Displayed year
2021 • Form 990EZDetailed filing. Detailed filing data is available for this year.
- Assets
- $28,798
- Liabilities
- $0
- Net assets
- $28,798
- Revenue
- $109,800
- Expenses
- $76,768
- Net income
- $33,032