2021-04-14T09:03:21-05:00 2020-12-31 232896692 BBD LLP 1835 MARKET STREET 3RD FLOOR PHILADELPHIA PA 19103 990 2020-01-01 421182936 AMERICAN SOCIETY OF TRANSPLANTATION AMER 8564399986 1120 ROUTE 73 NO 200 MOUNT LAUREL NJ 08054 DR JOSHUA LEVITSKY TREASURER 8564399986 2021-04-14 1 DR JOSHUA LEVITSKY 999009999 JENNIFER SOLOT P00749373 2155677770 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z DR JOSHUA LEVITSKY 1120 ROUTE 73 NO 200 MOUNT LAUREL NJ 08054 7646201 0 X WWW.MYAST.ORG X 1982 IA ADVANCING THE FIELD OF TRANSPLANTATION AND IMPROVING PATIENT CARE. 14 14 17 200 137597 97414 875997 1206098 4051481 3239855 559189 574359 0 0 5486667 5020312 571783 505288 0 0 1424914 1591377 0 0 154283 2818095 2047945 4814792 4144610 671875 875702 18560589 21565209 1083864 1234526 17476725 20330683 X THE AMERICAN SOCIETY OF TRANSPLANTATION IS AN ORGANIZATION DEDICATED TO ADVANCING THE FIELD OF TRANSPLANTATION AND IMPROVING PATIENT CARE BY PROMOTING RESEARCH, EDUCATION, ADVOCACY, ORGAN DONATION, AND SERVICE TO THE COMMUNITY. 0 0 1328333 2745000 EDUCATIONAL PROGRAMS - AST'S EDUCATIONAL PROGRAMS PROVIDE A FORUM FOR EXCHANGE AND DISSEMINATION OF SCIENTIFIC INFORMATION IN ORGAN TRANSPLANTATION. AST HOLDS CONFERENCES, WORKSHOPS, AND OTHER IN-PERSON AND VIRTUAL MEETINGS TO EXCHANGE DATA ABOUT THE LATEST RESEARCH AND TREATMENT OUTCOMES WHILE GIVING ATTENDEES AN OPPORTUNITY TO INTERACT WITH COLLEAGUES. ONLINE EDUCATION ACTIVITIES ALLOW TRANSPLANT PROFESSIONALS TO ACCESS IMPORTANT INFORMATION IN AN ON-DEMAND FORMAT. AST OFFERS A NUMBER OF LIVE AND ON-DEMAND ACTIVITIES ANNUALLY. 518276 505288 RESEARCH GRANTS AND CAREER DEVELOPMENT AWARDS - RESEARCH AND RECOGNIZING MEMBER DEVELOPMENT ARE AMONG AST'S HIGHEST PRIORITIES. ANNUALLY THE AST PROVIDES FUNDING FOR PROMISING RESEARCH THAT IS INTENDED TO ADVANCE THE FIELD OF TRANSPLANTATION. THE SOCIETY ALSO SUPPORTS ITS MEMBERS THROUGH 6 TO 10 CAREER DEVELOPMENT AWARDS THAT ARE AWARDED EACH YEAR.AST ALSO SUPPORTS VARIOUS INDUSTRY PARTNERS BY ADMINISTERING DIRECTED GRANTS ON BEHALF OF THESE PARTNERS. THIS ALLOWS AST TO LEVERAGE ITS MEMBERSHIP NETWORK TO FIND THE BEST CANDIDATES FOR THESE RESEARCH OPPORTUNITIES. 541241 ADVOCACY - AST HAS BEEN INSTRUMENTAL IN ASSISTING FEDERAL AND STATE PUBLIC POLICY DECISION-MAKERS IN CRAFTING AND FORMATION OF A VARIETY OF LEGISLATIVE REGULATORY INITIATIVES RELATING TO THE INTERESTS OF THE TRANSPLANT PROFESSIONAL COMMUNITY IN ALL SOLID ORGAN TRANSPLANTATION SPECIALTIES INCLUDING ADVANCING AST'S PATIENT-FOCUSED ADVOCACY PROGRAM. 244519 494855 FELLOWSHIP TRAINING AND OTHER - TO SUPPORT TRAINING OF THE NEXT GENERATION OF TRANSPLANT NEPHROLOGISTS, THE AST RENAL TRANSPLANT FELLOWSHIP TRAINING ACCREDITATION PROGRAM ACCREDITS INSTITUTIONS THAT HAVE DEVELOPED PROGRAMS TO PROVIDE SPECIALTY RENAL TRANSPLANT TRAINING. AS A RESULT OF THE PROGRAM'S APPROVAL BY THE UNITED NETWORK FOR ORGAN SHARING (UNOS), GRADUATES OF ACCREDITED RENAL TRANSPLANT FELLOWSHIP PROGRAMS ARE QUALIFIED TO HEAD UNOS APPROVED RENAL TRANSPLANT PROGRAMS. THE GOAL OF AST'S ACCREDITATION PROGRAM IS TO PROVIDE A BASIS FOR THE STANDARDIZATION OF TRANSPLANT TRAINING AND A METHOD OF UNIFORMDOCUMENTATION OF EDUCATION FOR THOSE WHO WISH TO LEAD RENAL TRANSPLANT PROGRAMS WITH THE GOAL OF ACHIEVING THE BEST OUTCOMES FOR PATIENTS. 244519 494855 2632369 1 1 0 1 0 0 0 0 0 1 1 0 0 0 0 1 1 0 0 0 0 1 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 12 0 1 17 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 14 14 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 AL AK AR CA CO CT FL GA HI IL KS KY MI ME MD MA MN MS NV NH NJ NM NY NC ND OH OK OR PA RI SC TN UT VA WA WV WI DC X X THE ORGANIZATION 8564399986 1120 ROUTE 73 NO 200 MOUNT LAUREL NJ 08054 DR EMILY BLUMBERG PRES(JAN-MAY), PAST PRES(MAY-DEC) 6.00 X X 0 0 0 DR RICHARD FORMICA PRES(MAY-DEC), PRES-ELECT(JAN-MAY) 12.00 X X 0 0 0 DR JOHN GILL PRES-ELECT(JUN-DEC), TREAS(JAN-MAY) 2.00 X X 0 0 0 DR DEEPALI KUMAR SECRETARY(JAN-DEC) 2.00 X X 0 0 0 DR JOSHUA LEVITSKY TREASURER(JUN-DEC) 2.00 X X 0 0 0 DR DEBORAH ADEY AT-LARGE (JAN-MAY) 2.00 X 0 0 0 DR DAVID FOLEY AT-LARGE (JAN-MAY) 2.00 X 0 0 0 DR MARIAN MICHAELS AT-LARGE (JAN-MAY) 2.00 X 0 0 0 DR HOWARD GEBEL AT-LARGE (JAN-DEC) 2.00 X 0 0 0 DR JONATHAN MALTZMAN AT-LARGE (JAN-DEC) 2.00 X 0 0 0 LISA POTTER PHARMD AT-LARGE (JAN-DEC) 2.00 X 0 0 0 DR JAMES RODRIGUE AT-LARGE (JAN-DEC) 2.00 X 0 0 0 DR ELIZABETH VERNA AT-LARGE (JAN-DEC) 2.00 X 0 0 0 DR ROY BLOOM AT-LARGE (JAN-DEC) 2.00 X 0 0 0 DR BURNETT KELLY AT-LARGE (JUN-DEC) 2.00 X 0 0 0 LINDA OHLER MSN AT-LARGE (JUN-DEC) 2.00 X 0 0 0 DR SEAN PINNEY AT-LARGE (JUN-DEC) 2.00 X 0 0 0 SHANDIE COVINGTON CHIEF EXECUTIVE OFFICER 50.00 X 228360 0 25968 JOANN GWYNN CHIEF DEVELOPMENT OFFICER 50.00 X 151976 0 19754 MICHAEL BOUDREAU CHIEF FINANCIAL OFFICER 25.00 X 73626 0 3683 453962 0 49405 2 0 1 0 ARIZONA BILTMORE PO BOX 740949 LOS ANGELES CA 60654 VENUE MTG SERVICES 376741 BRYAN CAVE LEIGHTON PAISNER LLP PO BOX 503089 ST LOUIS MO 63150 ADVOCACY SERVICES 245239 JOHN WILEY SONS INC 10475 CROSSPOINT BLVD INDIANAPOLIS IN 46256 PUBLICATION SERVICES 226496 ASSOCIATION HEADQUARTERS INC 1120 ROUTE 73 SUITE 200 MOUNT LAUREL NJ 08054 ACCOUNTING & HR SERVICES 224466 HORIZON BCBSNJ PO BOX 10130 NEWARK NJ 10032 EMPLOYEE HEALTH INSURANCE 134712 5 1206098 1206098 MEMBERSHIP DUES 900099 1578479 1578479 MEETINGS & EDUC PROJ 900099 952678 229737 62191 660750 JOURNAL INCOME 900099 338854 315968 22886 JOINT VENTURES INCOME 900099 213843 213843 156001 103481 52520 3239855 328971 328971 2871277 2625889 245388 245388 245388 5020312 2441508 137597 1235109 62500 62500 433788 433788 9000 9000 503367 262758 206380 34229 848621 442980 347934 57707 36593 19102 15003 2488 97924 51116 40149 6659 104872 54743 42998 7131 279717 47390 232327 240000 240000 93292 93292 53523 46803 6720 49552 25084 18157 6311 14797 3353 11444 103468 41655 61813 64182 53552 8715 1915 694064 624460 38606 30998 69576 69576 36564 13422 23142 JOURNAL SUBSCRIPTIONS 178448 178448 MISCELLANEOUS 143762 42018 101619 125 ACCREDITATION EXPENSE 27000 27000 4144610 2632369 1357958 154283 726734 1008615 813977 664333 270000 435682 663950 473039 279727 329823 380218 214974 229108 165244 15296718 18194255 280375 294218 18560589 21565209 244890 294664 838974 939862 1083864 1234526 X 16225926 18586064 1250799 1744619 17476725 20330683 18560589 21565209 X 875702 1734206 244050 X 0 1 X 1 0 X 2219926 1497547 1418601 1404936 1805273 8346283 2219926 1497547 1418601 1404936 1805273 8346283 3257270 5089013 231091 221186 299411 477466 328971 1558125 32930 49771 53648 83799 109238 329386 10233794 13652506 0.49730 0.55740 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 240000 240000 3701511 3941511 347076 86769 0 0 373942 363155 380276 347076 1464449 2196674 240000 240000 240000 240000 960000 93486 90789 95069 86769 366113 549170 13323114 844858 2039982 407600 15800354 10728007 440637 2557470 403000 13323114 11124505 531656 -574454 353700 10728007 10022626 28506 3 354000 11124505 8802235 925135 647969 352713 10022626 0.95500 0.04500 0.00000 0 0 380218 214974 165244 165244 X 6905276 1734206 150758 1884964 5020312 0 5020312 4051318 0 4051318 93292 93292 4144610 PART V, LINE 4: INCOME FROM THE ENDOWMENT FUNDS SUPPORTS CORE AST PROGRAMS. PART X, LINE 2: GAAP REQUIRES ENTITIES TO EVALUATE, MEASURE, RECOGNIZE AND DISCLOSE ANY UNCERTAIN INCOME TAX POSITIONS TAKEN ON THEIR TAX RETURNS. GAAP PRESCRIBES A MINIMUM THRESHOLD THAT A TAX POSITION IS REQUIRED TO MEET IN ORDER TO BE RECOGNIZED IN THE CONSOLIDATED FINANCIAL STATEMENTS. AST AND TNFTAP BELIEVE THAT THEY HAD NO UNCERTAIN TAX POSITIONS AS DEFINED IN GAAP. PART XI, LINE 2D - OTHER ADJUSTMENTS: INVESTMENT MANAGEMENT FEES -93,292. GAIN ON FORGIVENESS OF PPP LOAN 244,050. 0 0 0 0 0 0 0 0 0 0 NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES IN RECOGNITION AND GRATITUDE FOR THE TIME AND DEDICATION OF AST EXECUTIVE COMMITTEE MEMBER. 6000 1 0 0 0 0 0 0 0 PART III ACCOUNTING METHOD: 1 THE TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA 423 GUARDIAN DRIVE 115 BLOCKEY HALL HALL PHILADELPHIA PA 19104 231352685 501C3 48500 FMV IN RECOGNITION AND GRATITUDE OF THE TIME AND DEDICATION OF THE EXECUTIVE COMMITTEE MEMBER. YALE UNIVERSITY 135 COLLEGE STREET ROOM 291 NEW HAVEN CT 06511 060646973 501C3 9000 FMV IN RECOGNITION AND GRATITUDE OF THE TIME AND DEDICATION OF THE EXECUTIVE COMMITTEE MEMBER. 2 0 RESEARCH GRANTS & CAREER DEVELOPMENT AWARDS 17 425000 FMV INNOVATION AWARD 1 5258 FMV LIFETIME ACHIEVEMENT AWARD 1 3530 FMV PART I, LINE 2: AST DETERMINES THE ALLOCATION OF RESEARCH GRANT FUNDS THROUGH ITS GRANT APPLICATION PROCESS. APPLICANTS PROVIDE A DETAILED PROPOSAL, AND A DIVERSE COMMITTEE OF EXPERTS REVIEWS/SCORES EACH PROPOSAL USING ESTABLISHED SCORING CRITERIA. GRANT RECIPIENTS MUST SIGN A LETTER OF AGREEMENT OUTLINING THE TERMS OF THE GRANT FUNDING. AST REQUIRES GRANT RECIPIENTS TO CONFIRM QUARTERLY THAT THEY STILL MEET THE GRANT CRITERIA BEFORE PAYMENTS ARE ISSUED. EACH GRANT RECIPIENT IS ALSO REQUIRED TO SUBMIT AN INTERIM REPORT TO DEMONSTRATE PROGRESS. A FINAL REPORT IS REQUESTED OF THE GRANT RECIPIENT ONCE THE GRANT PERIOD HAS ENDED. X X X 0 0 0 0 0 0 0 0 0 SHANDIE COVINGTON CHIEF EXECUTIVE OFFICER 228360 0 0 0 0 0 11942 0 14026 0 254328 0 0 0 JOANN GWYNN CHIEF DEVELOPMENT OFFICER 151976 0 0 0 0 0 7864 0 11890 0 171730 0 0 0 FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION HAS ONE CLASS OF VOTING MEMBERS. FORM 990, PART VI, SECTION A, LINE 7A FULL AND INTERNATIONAL MEMBERS HAVE THE RIGHT TO HOLD OFFICE ON THE COUNCIL AND SERVE ON COMMITTEES. FORM 990, PART VI, SECTION A, LINE 7B ALL FULL, INTERNATIONAL, AND TRAINEE MEMBERS HAVE THE RIGHT TO VOTE ON ALL MATTERS BROUGHT BEFORE THE GENERAL MEMBERSHIP, SUCH AS APPROVAL OF REVISIONS TO BYLAWS. FORM 990, PART VI, SECTION B, LINE 11B PRIOR TO ITS FILING WITH THE IRS, THE AUDIT COMMITTEE THOROUGHLY REVIEWS THE FORM 990 AND RECOMMENDS ITS APPROVAL TO THE BOARD OF DIRECTORS. A COPY OF THE FORM 990 IS PROVIDED TO EACH VOTING MEMBER OF THE COUNCIL FOR REVIEW BEFORE IT IS FILED WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C THE BOARD AND EVERY COMMITTEE REVIEWS THE SUMMARY OF INDIVIDUAL DISCLOSURES AND NOTES ANY AREAS OF BUSINESS. CONFLICTS OF INTEREST ARE ALSO MANAGED AND RESOLVED BY THE CONFLICT OF INTEREST COMMITTEE. FORM 990, PART VI, SECTION B, LINE 15 THE AST BOARD OF DIRECTORS TAKES ITS FIDUCIARY RESPONSIBILITY VERY SERIOUSLY. DURING THE ANNUAL BUDGETING PROCESS, THE AST BOARD UTILIZES A RIGOROUS METHOD FOR THE REVIEW AND APPROVAL OF THE AST'S SCOPE OF WORK, STAFFING MODEL AND ASSOCIATED STAFF COMPENSATION FOR THE EXECUTIVE STAFF AND THE REMAINING DIRECT LABOR STAFF WHO ARE EMPLOYEES OF AST. TO ENSURE THAT STAFF COMPENSATION IS APPROPRIATE, THE AST BOARD USES TWO SOURCES OF BENCHMARKING DATA: 1) THE AMERICAN SOCIETY OF ASSOCIATION EXECUTIVES, OPERATING RATIOS REPORT, A DESKTOP REFERENCE USED BY ASSOCIATION EXECUTIVES AND VOLUNTEER LEADERS FOR BENCHMARKING THE FINANCIAL AND OPERATIONAL PERFORMANCE OF THEIR ORGANIZATIONS AGAINST SIMILAR ORGANIZATIONS; AND, 2) COMPARABLE PERSONNEL AND OVERHEAD DATA MINED FROM THE FORM 990S OF RELATED ASSOCIATIONS. THE BOARD FULLY SUPPORTS TRANSPARENCY IN THE REPORTING OF THE EXECUTIVE STAFF'S COMPENSATION, WHICH INCLUDES THE EXECUTIVE DIRECTOR, COO AND DIRECTOR OF DEVELOPMENT & EVENTS. FORM 990, PART VI, SECTION C, LINE 19 COPIES OF THE ORGANIZATIONS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE PROVIDED UPON REQUEST. FORM 990, PART XI, LINE 9: GAIN ON FORGIVENESS OF PPP LOAN 244,050. AST TRANSPLANT NEPHROLOGY FELLOWSHIP TRAINING ACCREDITATION PROGRAM LLC 1120 ROUTE 73 SUITE 200 MOUNT LAUREL NJ 08054 PROMOTES THE EDUCATION, TRAINING AND KNOWLEDGE OF RENAL TRANSPLANT PHYSICIAN IA 82972 79913 AMERICAN SOCIETY OF TRANSPLANTATION