2023-10-20T16:43:15-05:00 2022-12-31 521446779 JOHNSON LAMBERT LLP 4242 SIX FORKS ROAD SUITE 1500 RALEIGH NC 27609 990 2022-01-01 133048373 AMERICAN SOCIETY OF TRANSPLANT SURGEONS AMER 7034147870 1401 SOUTH CLARK STREET 1120 ARLINGTON VA 22202 MAGGIE KEBLER-BULLOCK EXECUTIVE DIRECTOR 7034147870 2023-10-20 1 MAGGIE KEBLER-BULLOCK 999009999 0 J CALVIN MARKS P01226973 9197196400 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z MAGGIE KEBLER-BULLOCK 1401 SOUTH CLARK STREET 1120 ARLINGTON VA 22202 10947247 0 X WWW.ASTS.ORG X 1974 OR TO ADVANCE THE ART AND SCIENCE OF TRANSPLANT SURGERY. 17 17 26 280 184189 126632 6314454 7634263 2363470 3226084 22 -1550 83014 86890 8760960 10945687 4176238 5576995 0 0 1787121 1979821 0 0 16224 1555514 3028353 7518873 10585169 1242087 360518 5754828 7243564 1712142 2840360 4042686 4403204 THE AMERICAN SOCIETY OF TRANSPLANT SURGEONS (ASTS) ADVANCES THE ART AND SCIENCE OF TRANSPLANT SURGERY THROUGH PATIENT CARE, RESEARCH, EDUCATION, AND ADVOCACY. 0 0 6886119 5576794 THE NATIONAL LIVING DONOR ASSISTANCE CENTER (NLDAC) WAS ESTABLISHED THROUGH A FEDERAL GOVERNMENT GRANT TO REDUCE THE FINANCIAL DISINCENTIVES TO LIVING ORGAN DONATION AND HELP LOW- AND MODERATE-INCOME PEOPLE ON THE WAITLIST GET A TRANSPLANT. ASTS IS A SUB-CONTRACTOR, WITH FUNDS IN 2022 COMING FROM THE UNIVERSITY OF KANSAS MEDICAL CENTER AND ARBOR RESEARCH COLLABORATIVE FOR HEALTH. ASTS ADMINISTERS THE DAY-TO-DAY OPERATIONS OF THE PROGRAM. IN 2022, NLDAC PROCESSED 2073 APPLICATIONS FOR ASSISTANCE AND DISBURSED OVER $5.5 MILLION IN REIMBURSEMENTS OF DONORS' TRAVEL, LOST WAGES, AND DEPENDENT CARE EXPENSES. 1334072 2745854 TRAINING & CERTIFICATION, AND LIFELONG LEARNING: THE SOCIETY ORGANIZES AND HOSTS A WIDE VARIETY OF MEETINGS DESIGNED TO SUPPORT ITS MISSION AND ADVANCE THE FIELD OF ORGAN TRANSPLANTATION. THERE WERE 5 SUCH MEETINGS IN 2022 RANGING FROM 40 ATTENDEES TO OVER 3000. FOUR OF THESE MEETINGS PROVIDED CONTINUING MEDICAL EDUCATION CREDITS. IN TOTAL, OVER 3500 TRANSPLANT PROFESSIONALS PARTICIPATED IN ASTS SPONSORED CONFERENCES IN 2022. DUE TO THE PANDEMIC, THE ANNUAL WINTER SYMPOSIUM WAS HELD IN AUGUST 2022 AS OPPOSED TO JANUARY, WHICH IS THE TYPICAL CYCLE. ASTS ALSO OFFERS TRAINING TOOLS AND OPPORTUNITIES FOR NEW AND ESTABLISHED SURGEONS. ADDITIONALLY, ASTS OFFICIALLY LAUNCHED A CERTIFICATION PROGRAM FOR SURGEONS THROUGH THE TRANSPLANT ACCREDITATION & CERTIFICATION, LLC. 955731 201 483346 ADVOCACY & PATIENT CARE, ORGANIZATIONAL EXCELLENCE AND RESEARCH: ASTS ADVANCES THE MISSION THROUGH THE WORK OF THE COUNCIL, 28 COMMITTEES, 3 TASK FORCES AND 2 STRIKE FORCES. THE WORK OF THESE GROUPS IN CONJUNCTION WITH THE ORGANIZATION'S STRATEGIC GOALS INCLUDE ACTIVITIES SUCH AS THE DEVELOPMENT OF POSITION STATEMENTS, PUBLICATIONS IN PEER-REVIEWED JOURNALS AND EFFORTS TO INCREASE DIVERSITY, EQUITY AND INCLUSION WITHIN THE SOCIETY. THE ORGANIZATION ALSO COMMITS SIGNIFICANT RESOURCES EACH YEAR TO SUPPORT MEMBER RESEARCH AND ADVANCE THE FIELD. 9175922 1 1 0 1 0 0 0 0 0 0 1 0 0 1 1 1 0 1 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 1008 0 1 26 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 17 17 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 0 0 AK AL AZ CA CO CT DE FL GA IL KS KY MA MD ME MI MN MO MS NC ND NJ NM NY OH OK OR PA RI SC TN TX UT VA WA WI WV X MAGGIE KEBLER-BULLOCK 7034147870 1401 SOUTH CLARK STREET 1120 ARLINGTON VA 22202 MAGGIE KEBLER-BULLOCK CFRE EXECUTIVE DIRECTOR 38.00 2.00 X 193958 0 43231 LAUREL KULIKOSKY DEPUTY DIRECTOR/CEO (TO OCT '22) 38.00 2.00 X 135262 0 9989 DIANE MOSSHOLDER MA CAE CHIEF OPERATING OFFICER 38.00 2.00 X 121653 0 20242 WILLIAM C CHAPMAN MD PRESIDENT 5.00 0.50 X X 0 0 0 A OSAMA GABER MD FACS IMMEDIATE PAST PRESIDENT 5.00 0.50 X X 0 0 0 MARWAN ABOULJOUDMD FACS MMM CPE PAST PRESIDENT 3.00 X X 0 0 0 LLOYD E RATNER MD MPH PAST PRESIDENT (TO JUN '22) 3.00 X X 0 0 0 ELIZABETH A POMFRET MD PRESIDENT-ELECT (FROM JUN' 22) 1.00 0.50 X X 0 0 0 JAMES F MARKMANN MD PHD TREASURER 0.50 0.50 X X 0 0 0 GINNY L BUMGARDNER MD PHD SECRETARY 0.50 0.50 X X 0 0 0 DINEE SIMPSON MD DEI CO-ADVISER (TO JUN '22) 0.50 X X 0 0 0 HENRY RANDALL MD MBA DEI OFFICER (FROM JUN '22) 0.50 X X 0 0 0 KENNETH A ANDREONI MD COUNCILOR-AT-LARGE 0.50 X 0 0 0 LINDA C CENDALES MD COUNCILOR-AT-LARGE 0.50 X 0 0 0 MATTHEW COOPER MD COUNCILOR-AT-LARGE (TO JUN '22) 0.50 0.50 X 0 0 0 ANDRE DICK MD MPH COUNCILOR-AT-LARGE 0.50 X 0 0 0 MAJELLA DOYLE MD MBA COUNCILOR-AT-LARGE (FROM JUN '22) 0.50 0.50 X 0 0 0 TY B DUNN MD MS COUNCILOR-AT-LARGE 0.50 X 0 0 0 DEVIN E ECKHOFF MD COUNCILOR-AT-LARGE 0.50 X 0 0 0 SUNIL GEEVARGHESE MD COUNCILOR-AT-LARGE (FROM JUN '22) 0.50 X 0 0 0 RYUTARO HIROSE MD COUNCILOR-AT-LARGE (TO JUN '22) 0.50 X 0 0 0 IRENE K KIM MD COUNCILOR-AT-LARGE 0.50 0.50 X 0 0 0 JAYME LOCKE MD MPH COUNCILOR-AT-LARGE 0.50 0.50 X 0 0 0 ASHLEY H SEAWRIGHT DNP ACNP-BC ASSOCIATE COUNCILOR 0.50 X 0 0 0 KENNETH WASHBURN MD COUNCILOR-AT-LARGE (TO JUN '22) 0.50 X 0 0 0 450873 0 73462 3 0 1 0 LOEWS MIAMI BEACH HOTEL 1601 COLLINS AVE MIAMI FL 33139 2022 WINTER SYPMOSIUM HOSTING 272824 POWERS PYLES SUTTER & VERVILLE 1501 M ST NW 7TH FL WASHINGTON DC 20005 LEGAL AND OTHER SERVICES 233604 ENCORE GROUP (USA) LLC 23918 NETWORK PL CHICAGO IL 60673 VIDEO PRODUCTION SERVICES 216014 MARCUM LLP 1899 L ST NW STE 850 WASHINGTON DC 20036 ACCOUNTING AND HR SERVICES 122080 4 500000 6237509 896754 7634263 CONFERENCES & MEETINGS 900099 2092092 2092092 PUBLICATIONS 900099 483346 330833 152513 ACCREDITATION 900099 313850 313850 MEMBERSHIP DUES 900099 305796 305796 CME REVENUE 900099 31000 31000 3226084 10 10 43943 43943 1560 -1560 -1560 -1560 3116 0 3116 3116 WEB ADVERTISING 541800 31676 31676 LIST RENTAL 900099 7539 7539 616 616 39831 10945687 3076687 184189 50548 X 201 201 5576794 5576794 524335 348090 173003 3242 1201608 796934 397250 7424 50300 50300 182996 179298 2030 1668 20582 20582 15620 9951 5669 165562 165562 125302 125302 1114439 926135 188229 75 161485 43599 117464 422 193994 105738 88256 161209 161209 442917 374921 67838 158 414424 372649 41775 25495 25495 41629 6249 35380 JOURNAL PUBLISHER 57385 57385 TAXES 55858 50 55508 300 DUES & SUBSCRIPTIONS 19319 16792 1828 699 G&A ALLOCATION 0 210201 -212344 2143 33715 25633 7989 93 10585169 9175922 1393023 16224 1348223 1145528 1163154 1290522 807680 744808 1508563 2154802 4926 3847 532681 442252 379278 226864 170361 152414 201022 201022 18218 1108369 5754828 7243564 265322 294347 1147993 755381 0 336000 298827 1454632 1712142 2840360 X 3045506 3782783 997180 620421 4042686 4403204 5754828 7243564 360518 0 X 0 1 X 1 1 1 X 3370169 3030186 3680699 6314454 7634263 24029771 3370169 3030186 3680699 6314454 7634263 24029771 251877 23777894 40368 63133 41684 38382 43953 227520 44053 32815 30623 97950 126632 332073 13146 14938 11745 8155 47984 24637348 13100713 0.96510 0.95500 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 1 125302 0 0 125302 0 PART II-B, LINE 1: ASTS ADVOCATES FOR ISSUES THAT IMPACT ITS MEMBERS AND THE PATIENTS THEY SERVE. EFFORTS ARE FOCUSED ON ISSUES INFLUENCING THE PRACTICE AND SCIENCE OF TRANSPLANTATION. ASTS UTILIZES THE SERVICES OF AN EXTERNAL LAW FIRM TO CONDUCT ADVOCACY EFFORTS RELATED TO ISSUES RELEVANT TO TRANSPLANTATION. 135525 12999 122526 112409 142287 -29878 131344 71578 59766 152414 RIGHT-OF-USE ASSET 1090151 DEPOSITS 18218 1108369 LEASE LIABILITY 1369596 DUE TO AFFILIATE 85036 1454632 X PART X, LINE 2: MANAGEMENT EVALUATED ASTS'S TAX POSITIONS AND CONCLUDED THAT THE ASTS HAS TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE CONSOLIDATED FINANCIAL STATEMENTS TO COMPLY WITH THE PROVISIONS OF THIS GUIDANCE. 1 LIVING ORGAN DONOR ASSISTANCE 2073 5576794 PART I, LINE 2: ORGAN DONORS MAY APPLY TO RECEIVE ASSISTANCE WITH TRAVEL EXPENSES, LOST WAGES, AND DEPENDENT CARE EXPENSES FROM THE NLDAC PROGRAM IF THEY CANNOT BE REIMBURSED FOR THESE COSTS BY THEIR RECIPIENT, A STATE PROGRAM, OR AN INSURANCE COMPANY. ASTS REQUIRES THESE APPLICATIONS TO BE SUBMITTED THROUGH APPROVED CHANNELS. ASTS THOROUGHLY REVIEWS THE APPLICATIONS AND REQUESTS ADDITIONAL DOCUMENTATION WHEN NECESSARY. X X X X 0 0 0 0 0 0 0 0 0 MAGGIE KEBLER-BULLOCK CFRE EXECUTIVE DIRECTOR 183958 0 10000 0 0 0 10399 0 32832 0 237189 0 0 0 FORM 990, PART VI, SECTION A, LINE 6 THE SOCIETY HAS SIX CATEGORIES OF MEMBERSHIP: REGULAR MEMBERS, SENIOR MEMBERS, HONORARY MEMBERS, ASSOCIATE MEMBERS, CANDIDATE MEMBERS, AND TRAINEE MEMBERS. FORM 990, PART VI, SECTION A, LINE 7A THE SOCIETY HAS A NOMINATING COMMITTEE CONSISTING OF THE PRESIDENT, PRESIDENT-ELECT, TWO MOST RECENT PAST PRESIDENTS, SIX MOST SENIOR COUNCILORS-AT-LARGE, AND TWO EX-OFFICO MEMBERS: THE DEI ADVISOR CHAIR AND CO-CHAIR. EACH COMMITTEE MEMBER MUST ADHERE TO AN EXPANDED CONFLICT OF INTEREST POLICY THAT PRECLUDES A VOTING MEMBER OF THE COMMITTEE FROM CASTING A VOTE FOR HIM/HERSELF AND/OR CASTING A VOTE FOR/AGAINST A CANDIDATE FROM THE SAME INSTITUTION. THE COMMITTEE REVIEWS THE NOMINATIONS FROM THE GENERAL MEMBERSHIP AND PUTS FORWARD A BALLOT TO ELIGIBLE VOTING MEMBERS THAT CONTAINS SIX CANDIDATES FOR THE THREE COUNCILOR POSITIONS, THREE NAMES FOR THE SECRETARY OR TREASURER POSITION AND ONE NAME FOR THE PRESIDENT-ELECT POSITION. FORM 990, PART VI, SECTION A, LINE 7B ALL BYLAWS AND AMENDMENTS REQUIRE APPROVAL BY THE MEMBERSHIP. NEW MEMBER APPROVAL IS SUBJECT TO VOTE BY THE MEMBERSHIP COMMITTEE AND COUNCIL. FORM 990, PART VI, SECTION B, LINE 11B THE FEDERAL FORM 990 IS PREPARED BY AN INDEPENDENT ACCOUNTANT AND UPON SUBMISSION OF THE DRAFT, IS REVIEWED BY THE TREASURER AND EXECUTIVE DIRECTOR. THE FORM 990 IS PRESENTED TO THE SOCIETY'S COUNCIL/BOARD FOR REVIEW AND DISCUSSION PRIOR TO FINALIZING WITH THE INTERNAL REVENUE SERVICE. FORMAL APPROVAL IS RECORDED IN THE MINUTES. FORM 990, PART VI, SECTION B, LINE 12C ALL OF THE SOCIETY'S COUNCIL/BOARD MEMBERS COMPLETE A CONFLICT OF INTEREST (COI) FORM ON AN ANNUAL BASIS. INFORMATION SUGGESTING AN ACTUAL OR POTENTIAL CONFLICT OF INTEREST SHALL BE COMMUNICATED TO THE PRESIDENT, THE COUNCIL/BOARD, AND/OR THE EXECUTIVE DIRECTOR. FOR EACH ISSUE RAISED ON AN UPDATED ANNUAL DISCLOSURE FORM OR ON AN AD HOC BASIS, A DETERMINATION SHALL BE MADE REGARDING THE NEED FOR THE SOCIETY'S COUNCIL/BOARD MEMBERS PARTICIPATION TO BE ALTERED. THE SOCIETY'S COUNCIL/BOARD MEMBER MAY VOLUNTARILY RECUSE HIM/HERSELF FROM DISCUSSION AND/OR VOTING ON THE BASIS OF A CONFLICT OF INTEREST. IN ADDITION, THE SOCIETY'S COUNCIL/BOARD MAY REQUIRE THAT A COUNCIL/BOARD MEMBER: (A) REFRAIN FROM VOTING ON THE ISSUE, (B) NOT PARTICIPATE IN EITHER THE DISCUSSION OR THE VOTE ON THE ISSUE, (C) LEAVE THE ROOM DURING DISCUSSION AND VOTING ON THE ISSUE, OR (D) EXPLAIN HIS OR HER INTEREST IN THE MATTER FULLY TO THE SOCIETY'S COUNCIL/BOARD THAT THEY MAY WEIGH THE SOCIETY'S COUNCIL/BOARD MEMBER'S FURTHER PARTICIPATION. FORM 990, PART VI, SECTION B, LINE 15A THE COMPENSATION COMMITTEE CONSISTING OF OFFICERS OF THE EXECUTIVE COMMITTEE CONDUCTS AN ANNUAL REVIEW WITH INPUT FROM COMMITTEE CHAIRS AND COUNCIL MEMBERS. THE COMPENSATION COMMITTEE ANALYZES RELEVANT BENCHMARK DATA, REVIEWS THE EVALUATIONS AND MAKES RECOMMENDATIONS TO THE SOCIETY'S COUNCIL/BOARD FOR LEVEL OF COMPENSATION. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE AVAILABLE ON THE PUBLIC PORTION OF THE WEBSITE. FINANCIAL STATEMENTS ARE PROVIDED UPON REQUEST. THE SOCIETY MAKES AVAILABLE A PUBLIC DISCLOSURE COPY OF ITS FEDERAL FORM 990 UPON REQUEST. FORM 990, PART IX, LINE 11G OUTSOURCED SERVICES: PROGRAM SERVICE EXPENSES 800,833. MANAGEMENT AND GENERAL EXPENSES 188,229. FUNDRAISING EXPENSES 75. TOTAL EXPENSES 989,137. PUBLIC POLICY FEES: PROGRAM SERVICE EXPENSES 125,302. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 125,302. TRANSPLANT ACCREDITATION & CERTIFICATION LLC 1401 SOUTH CLARK STREET 1120 ARLINGTON VA 22202 TRANSPLANT ACCREDITATION VA 350975 89127 AMERICAN SOCIETY OF TRANSPLANT SURGEONS ASTS FOUNDATION 1401 SOUTH CLARK STREET 1120 ARLINGTON VA 22202 320020119 CONDUCTS EDUCATIONAL RESEARCH PROGRAMS RELATING TO ORGAN TRANSPLANTATION VA 501(C)(3) LINE 12A, I AMERICAN SOCIETY OF TRANSPLANT SURGEONS 0 0 0 1 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0