RETINA FOUNDATION OF THE SOUTHWEST Charity Report

Public IRS 990 nonprofit record

RETINA FOUNDATION OF THE SOUTHWEST

EIN 51-0151514 · Medical Research (H410)

What they do

THE FOUNDATION WAS ORGANIZED to PROMOTE THE RESEARCH, DIAGNOSIS, TREATMENT and EDUCATION of THE LEADING CAUSES of BLINDNESS and IMPAIRED VISION. THE FOUNDATION ALSO STRIVES to INCREASE THE UNDERSTANDING of THE NORMAL DEVELOPMENT and FUNCTION of THE VISUAL SYSTEM IN ORDER to PREVENT, DIAGNOSE and TREAT SIGHT-THREATENING CONDITIONS, and to ENHANCE THE REHABILITATION, TRAINING and QUALITY of LIFE of INDIVIDUALS WHO ARE PARTIALLY SIGHTED or BLIND.

Before you give

Should I give to this charity?

Easy charity check

Look at where the money went

Of every $100 spent, about $77.80 was reported for mission work. Use the spending picture below and ask what results that work produced.

Plain answer: A tax form cannot prove that a charity is doing good. It can show how the charity says it spent its money—and point out questions you should ask.

Basic facts we verified

IRS warning checkNo IRS revocation warning appears in this data.

Money report from 2024The charity has a recent tax report to read.

They explain their jobThe charity tells us what it is trying to do.

They name their leaders25 people are listed in the latest report.

You can reach themThey list contact information, so you can ask questions.

Money made simple

74.74%of revenue went to mission work77.8% of expenses · Program services

9.42%of revenue went to fundraising9.8% of expenses

$96.12spent for every $100 of revenueRevenue covered expenses this year.

11.96%of revenue went to management and office costs12.4% of expenses

$1.70in assets for every $1 spent this yearSome assets cannot be spent right away.

96.3%of its money came from giftsOther money may come from services or investments.

Ask these three easy questions

Who did you help? Ask for a recent story or report that shows real results.
What will my money do? Ask exactly what your gift will pay for.
Is this really the charity? Give only through its official website or confirmed phone number.

Pay context: The highest compensation shown in this filing is $419,107 for KARL CSAKY (CHIEF EXECUTIVE AND MEDICAL OFFICER). Compare pay with organizations of similar size and complexity.

Bottom line: Do not decide from a name, mission statement, or tax status alone. Look at where the money went, then ask what changed, who was helped, and what your gift will do. YouCanGiveBack does not endorse or grade organizations.

Money

Financial picture

Tax year 2024

A plain-language look at the latest Form 990 figures available. These numbers help you ask better questions; they do not, by themselves, rate whether a charity is good or bad.

$100revenue

How each $100 of revenue was used

The large number compares each expense with revenue. The smaller number shows its share of total expenses.

Total reported revenue$8,362,518

Mission workProgram services$6,249,80874.74% of revenue77.8% of expenses

ManagementOffice and general costs$1,000,14311.96% of revenue12.4% of expenses

FundraisingAsking for donations$787,7239.42% of revenue9.8% of expenses

Revenue left after expensesReported annual surplus$324,8443.88% of revenueShown in gray on the chart

Total expenses$8,037,67496.12% of revenue

Gray means reported revenue left after expenses for this filing year. It does not necessarily mean cash sitting in a bank account.

Has the pattern changed?

Colored bars = expense mix: how each year’s expenses were divided. Total expenses vs. revenue shows whether the charity spent less or more than it received. The current filing is first.

YearExpense mixDetails

2024CurrentExpense mix: 77.8% mission · 12.4% management · 9.8% fundraisingTotal expenses: 96.12% of revenue

2023Expense mix: 79.5% mission · 10.6% management · 9.9% fundraisingTotal expenses: 99.42% of revenue

2022Expense mix: 77.7% mission · 11.5% management · 10.8% fundraisingTotal expenses: 98.16% of revenue

2021Expense mix: 93.6% mission · 3.5% management · 2.9% fundraisingTotal expenses: 292.75% of revenue

2020Expense mix: 79.8% mission · 13.1% management · 7.1% fundraisingTotal expenses: 72.73% of revenue

2019Expense mix: 78.5% mission · 13.8% management · 7.7% fundraisingTotal expenses: 78.83% of revenue

2018Expense mix: 77.4% mission · 14.1% management · 8.6% fundraisingTotal expenses: 81.31% of revenue

2017Expense mix: 77.0% mission · 14.6% management · 8.4% fundraisingTotal expenses: 82.91% of revenue

Money in and money out

Revenue$8,362,518

Expenses$8,037,674

Annual surplus $324,844 Revenue was higher than expenses for this filing year.

Reported spending amounts

Mission work means the Form 990 category called program services. These are reported accounting categories—not an independent measurement of results.

Mission work (program services)$6,249,808 · 77.8% of expenses

Management and office costs$1,000,143 · 12.4% of expenses

Fundraising$787,723 · 9.8% of expenses

See all reported dollar amounts

Revenue$8,362,518

Expenses$8,037,674

Assets$13,662,956

Income$8,488,104

Contributions$8,055,288

Mission work (program services)$6,249,808

Fundraising$787,723

Grants given$13,079,062

Average grant$4,359,687

Management and general$1,000,143

Executive compensation (total)$1,018,431

Accounting fees$56,962

People

Leadership and board

Tax year 2024

Names, titles, time, and compensation below are reported by the organization on its Form 990.

People reported as paid

Person and titleCompensation

KARL CSAKYCHIEF EXECUTIVE AND MEDICAL OFFICER · 30 hrs/week $419,107Base $401,620 · Other $17,487

MARK PENNESILAB DIRECTOR · 30 hrs/week $408,152Base $384,099 · Other $24,053

EILEEN BIRCHPEDIATRIC DIRECTOR · 40 hrs/week $341,683Base $316,034 · Other $25,649

AMY JOHNSONCHIEF DEVELOPMENT OFFICER · 40 hrs/week $211,866Base $192,393 · Other $19,473

NAOMI EMMETTCHIEF FINANCIAL OFFICER/CHIEF BUSINESS OFFICER · 40 hrs/week $191,319Base $173,506 · Other $17,813

DAVID BIRCHSCIENTIFIC DIRECTOR · 30 hrs/week $178,297Base $160,429 · Other $17,868

NATALIE GILBERTFINANCE DIRECTOR · 40 hrs/week $148,826Base $132,334 · Other $16,492

CINDY BAILLIEOPERATIONS MANAGER · 40 hrs/week $144,301Base $128,042 · Other $16,259

SRINIVASA SRIPATHILAB DIRECTOR · 36 hrs/week $137,387Base $121,449 · Other $15,938

KRISTEN LOCKECLINICAL TRIALS MANAGER · 40 hrs/week $137,136Base $121,242 · Other $15,894

Compensation alone does not tell whether pay is reasonable. Consider the charity’s size, work, location, and results.

See everyone listed on the board or leadership roster (25)

KARL CSAKYCHIEF EXECUTIVE AND MEDICAL OFFICER

MARK PENNESILAB DIRECTOR

EILEEN BIRCHPEDIATRIC DIRECTOR

AMY JOHNSONCHIEF DEVELOPMENT OFFICER

NAOMI EMMETTCHIEF FINANCIAL OFFICER/CHIEF BUSINESS OFFICER

DAVID BIRCHSCIENTIFIC DIRECTOR

NATALIE GILBERTFINANCE DIRECTOR

CINDY BAILLIEOPERATIONS MANAGER

SRINIVASA SRIPATHILAB DIRECTOR

KRISTEN LOCKECLINICAL TRIALS MANAGER

RAJIV ANAND MDDIRECTOR

WILLIAM L HUTTON MDDIRECTOR

TIA S TOMLINDIRECTOR

THERESE ROURKDIRECTOR

STEVEN EISNAUGLETREASURER

RICHARD SCHAAR PHDDIRECTOR

RICHARD A MASSMANDIRECTOR

RAND SPENCER MDDIRECTOR

JAMES H MERRITT MDDIRECTOR

DIANE BODDYDIRECTOR

MICKEY MUNIRDIRECTOR

ALEX M CENADIRECTOR

LOUIS GRABOWSKYCHAIR

LORI DAO MDDIRECTOR

LAURIE DOTTER CPADIRECTOR

About this charity

Recognized since: January 1975
Location: 9600 N CENTRAL EXPY STE 200, DALLAS, TX 75231-5080
County: Dallas
In care of: NAOMI EMMETT
Primary officer: NAOMI EMMETT, CHIEF FINANCIAL & BUSINESS OFFICER

How to reach them

WebsiteVisit the charity’s website Phone(214) 363-3911

Filing and classification

Latest tax year: 2024
Tax period began: January 1, 2024
Return type: 990
Tax preparer: WEAVER AND TIDWELL LLP
NTEE classification: Medical Research (H410)
Grant-giving organization: Yes