Retina Global FY2023 filing

Tax-deductible

Aliso Viejo, CA501(c)(3)Diseases & DisordersEIN 45-4970526Revenue $164K in FY2023

On file with the IRSretinaglobal.org2 Windflower, 92656-1433 · Aliso Viejo, CATax-exempt since Oct 2012Publicly supported charity — 170(b)(1)(A)(vi)

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To provide sustainable solutions to the increasing number of people around the world afflicted with retinal diseases

501(c)(3) charity; gifts are tax-deductible.
94¢ of each $1 spent went to programs.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX

Before you give

FY2023 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2024
latest Form 990
Looks good: the latest return is for FY2024, 2 tax years back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
4 of 6
filings with a surplus
Average surplus $46K a year · 23% of revenue · last 6 filings
Fine: a surplus in 4 of the last 6 filings.
Pt I · Ln 19 · 6 filings
Spent on programs
94%
of spending
Looks good: 94% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Cash reserves
28 mo
of spending, in cash
Looks good: 27.7 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
1
named funder · $100K
Fine: 1 funder names it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$0
0% of total assets
Looks good: liabilities are 0% of assets; 50% or less.
Pt X · Ln 26
Independent board members
4
of 7 voting members
Looks good: 4 of 7 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$164K
+4% vs prior year
Spent
$178K
To programs
94%
Net assets
$411K
By yearFY2018–FY2024
Revenue
$164K
FY2023▲ +4%
Tap a bar for its year
Revenue by fiscal year
FY2018$468K
FY2019$275K
FY2020$20K
FY2022$158K
FY2023$164K
FY2024$108K
Expenses
$178K
FY2023▲ +52%
Tap a bar for its year
Expenses by fiscal year
FY2018$395K
FY2019$104K
FY2020$8K
FY2022$117K
FY2023$178K
FY2024$114K
Net assets
$411K
FY2023▼ -3%
Tap a bar for its year
Net assets by fiscal year
FY2018$113K
FY2019$284K
FY2020$296K
FY2022$426K
FY2023$411K
FY2024$405K

From the FY2023 Form 990 · see the original

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You’re viewing the FY2023 filing — not the latest on file. See the latest (FY2024) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in Oct 2012.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

94 cents of each dollar spent went to programs.

Program services 94% · $168K Management & general 6% · $10K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

8 people listed on the 990.

Part VII, Section A · reportable compensation
Chairman
$0Pt VII · Sec A
$0Pt VII · Sec A
Treasurer
$0Pt VII · Sec A
Independent Director
$0Pt VII · Sec A
Independent Director
$0Pt VII · Sec A
Independent Director
$0Pt VII · Sec A
Independent Director
$0Pt VII · Sec A
$0Pt VII · Sec A

Rajat Agrawal’s $11K as CEO is at the 5th percentile of top reported officer pay among 902 $100K–1M diseases & disorders nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.

See Retina Global executive salaries →

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aNo

Programs and updates

Helps people worldwide with retinal diseases find sustainable solutions.

Questions for Retina Global

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Provided by the organization

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2 programs · $168K · in their own filed words · FY2023
01

Screen and treat patients with retinal and other ocular diseases in Orange County, CA. Volunteer ophthalmologists from Southern California volunteer their time and expertise, along with other volunteers such as ophthalmology technicians and scribes, as well as fellows and ophthalmology residents, medical and premedical students and…

$150Kprogram expense
02

Screen and treat people for retinal diseases in underserved areas around the world, through outreach and volunteer programs. Considering the COVID situation in some of the areas we work in, we continued to avoid specialists from the US and other countries to travel to our locations.

$18Kprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · funders on record
Grants received · FY2024
Total grants receivedfrom 1 funder$100K

By the numbers

The FY2023 990, line by line.

1The main four
Money inPt VIII
$164K
Ln 12
Gifts and grantsLn 1h$164K
Investment incomeLn 3$19
Money outPt IX
$178K
Ln 25
Programscol B$168K
Managementcol C$10K
Owns and owesPt X
$411K
net assets · Ln 32
Cash and savingsLn 1–2$411K
Total assetsLn 16$411K
LiabilitiesLn 26$0
PeoplePt VI, VII
8
listed · VII A
PaidVII A0
Voting boardVI 1a7
IndependentVI 1b4
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$164K
Government grantsLn 1e$0
Noncash giftsLn 1g$0
Fundraising eventsLn 1c$0
Investment incomeLn 3$19
Total revenueLn 12$164K
Assets in detailPt X, end of year
SavingsLn 2$411K
Cash and savings togetherLn 1–2$411K
Total assetsLn 16$411K
LiabilitiesLn 26$0
Net assetsLn 32$411K
OperationsPt I, VI
EmployeesI 50
VolunteersI 675
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13No
Records policyVI 14No
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY23End FY23
Cash and savingsLn 1–2$426K$411K
Total assetsLn 16$426K$411K
LiabilitiesLn 26$0$0
Net assetsLn 32$426K$411K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants and assistance to foreign recipientsLn 3$8K$8K
Benefits paid to or for membersLn 4$0$0
Pay of current officers, directors and key staffLn 5$0$0$0
Management feesLn 11a$17K$17K
Legal feesLn 11b$2K$1K$500
Accounting feesLn 11c$800$800
Advertising and promotionLn 12$2K$2K
Office expensesLn 13$5K$4K$700
Information technologyLn 14$3K$2K$1K
OccupancyLn 16$27K$27K
TravelLn 17$5K$5K
Conferences, conventions and meetingsLn 19$6K$5K$928
InsuranceLn 23$10K$7K$3K
Other expenses (24a–d)Ln 24$94K$91K$3K$0
Total functional expensesLn 25$178K$168K$10K$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Latest $108K$114K−$6K$405K 990 PDF
FY2023 Viewing $164K$178K−$14K$411K 990 PDF
FY2022 $158K$117K$41K$426K 990 PDF
FY2021 Not on file
FY2020 $20K$8K$12K$296K 990 PDF
FY2019 $275K$104K$171K$284K 990 PDF
FY2018 $468K$395K$73K$113K 990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
See the full FY2023 990 (6 parts)
Part I · Summary $163,575 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $157,922$163,556
I-9 Program service revenuePrior year $0$0
I-10 Investment incomePrior year $15$19
I-11 Other revenuePrior year $0$0
I-12 Total revenuePrior year $157,937$163,575
I-13 Grants and similar amounts paidPrior year $1,943$7,834
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $0$0
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $115,037$170,212
I-18 Total expensesPrior year $116,980$178,046
I-19 Revenue less expensesPrior year $40,957−$14,471
Part VI · Governance 4 of 7 board members independent, 3 to look at
VI-1a Voting members of the governing body7
VI-1b Independent voting members4
VI-13 Written whistleblower policyNo
VI-14 Document retention and destruction policyNo
VI-15a Process for setting top official's payNo
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
Part VIII · Statement of revenue $163,575 across 11 lines filed
VIII-1a Federated campaigns$163,556
VIII-1b Membership dues$0
VIII-1c Fundraising events$0
VIII-1d Related organizations$0
VIII-1e Government grants$0
VIII-1f All other contributions, gifts and grants$0
VIII-1g Noncash contributions (included above)$0
VIII-1h Total contributions, gifts and grants$163,556
VIII-3 Investment incomeRelated to mission $0 · Unrelated business $0 · Excluded from tax $19$19
VIII-5 RoyaltiesRelated to mission $0 · Unrelated business $0 · Excluded from tax $0$0
VIII-12 Total revenueRelated to mission $0 · Unrelated business $0 · Excluded from tax $19$163,575
Part IX · Statement of functional expenses $178,046 across 14 lines filed
IX-3 Grants and assistance to foreign recipientsPrograms $7,834$7,834
IX-4 Benefits paid to or for membersPrograms $0$0
IX-5 Pay of current officers, directors and key staffPrograms $0 · Management $0$0
IX-11a Management feesPrograms $16,748$16,748
IX-11b Legal feesPrograms $1,000 · Management $500$1,500
IX-11c Accounting feesManagement $800$800
IX-12 Advertising and promotionPrograms $2,375$2,375
IX-13 Office expensesPrograms $3,966 · Management $700$4,666
IX-14 Information technologyPrograms $2,122 · Management $1,369$3,491
IX-16 OccupancyPrograms $26,582$26,582
IX-17 TravelPrograms $4,638$4,638
IX-19 Conferences, conventions and meetingsPrograms $4,734 · Management $928$5,662
IX-23 InsurancePrograms $6,793 · Management $3,025$9,818
IX-24 Other expenses (24a–d)Programs $91,182 · Management $2,750 · Fundraising $0$93,932
IX-25 Total functional expensesPrograms $167,974 · Management $10,072 · Fundraising $0$178,046
Part X · Balance sheet $411,148 assets, 5 lines filed
X-2 Savings and temporary cash investmentsStart of year $425,619$411,148
X-16 Total assetsStart of year $425,619$411,148
X-26 Total liabilitiesStart of year $0$0
X-32 Total net assets or fund balancesStart of year $425,619$411,148
X-33 Total liabilities and net assetsStart of year $425,619$411,148
Part XI · Reconciliation of net assets $411,148 net assets at year end
XI-1 Total revenue$163,575
XI-2 Total expenses$178,046
XI-3 Revenue less expenses−$14,471
XI-4 Net assets at start of year$425,619
XI-5 Net unrealized gains (losses) on investments$0
XI-6 Donated services and use of facilities$0
XI-7 Investment expenses$0
XI-8 Prior period adjustments$0
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$411,148

Form 990 e-file (XML) FY2023 from the IRS · Classification, formation year and address from the IRS Business Master File

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