AMERICAN SOCIETY FOR METABOLIC AND BARIATRIC SURGERY: Form 990, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- AMERICAN SOCIETY FOR METABOLIC AND BARIATRIC SURGERY (EIN 52-1203109)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-17
- IRS object ID
- 202513219349315996
- Schema version
- 2024v5.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-17T14:41:56-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 590548468 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PURVIS GRAY & COMPANY LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 222 NE 1ST ST | AddressLine1Txt |
| City | GAINESVILLE | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32601 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 521203109 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AMERICAN SOCIETY FOR METABOLIC AND | BusinessNameLine1Txt |
| Business Name Line2 | BARIATRIC SURGERY | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | AMER | BusinessNameControlTxt |
| Phone | 3523314900 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 14260 W NEWBERRY ROAD 418 | AddressLine1Txt |
| City | NEWBERRY | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 326692765 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DIANE ENOS | PersonNm |
| Person Title | CEO | PersonTitleTxt |
| Phone | 3523314900 | PhoneNum |
| Signature | 2025-11-17 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LISA M MAROUSKY CPA | PreparerPersonNm |
| PTIN | P01965450 | PTIN |
| Phone | 3523782461 | PhoneNum |
| Preparation | 2025-11-17 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | DIANE ENOS | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 14260 W NEWBERRY ROAD 418 | AddressLine1Txt |
| City | NEWBERRY | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 326692765 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $9,764,227 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c | Yes (X) | Organization501cInd |
| Website Address | WWW.ASMBS.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1983 | FormationYr |
| Legal Domicile State | IA | LegalDomicileStateCd |
| Activity Or Mission | THE PURPOSE OF THE SOCIETY IS TO ADVANCE THE ART AND SCIENCE OF BARIATRIC SURGERY BY CONTINUED ENCOURAGEMENT OF ITS MEMBERS TO CARRY OUT THE FOLLOWING MISSION: (1) TO IMPROVE THE CARE AND TREATMENT OF PEOPLE WITH OBESITY AND RELATED DISEASES; (2) TO ADVANCE THE SCIENCE AND UNDERSTANDING OF METABOLIC SURGERY; (3) TO FOSTER COMMUNICATION BETWEEN HEALTH PROFESSIONAL ON OBESITY AND RELATED CONDITIONS; (4) TO BE THE RECOGNIZED AUTHORITY AND RESOURCE ON METABOLIC AND BARIATRIC SURGERY; (5) TO ADVOCATE FOR HEALTH CARE POLICY THAT ENSURES PATIENT ACCESS TO HIGH QUALITY PREVENTION AND TREATMENT OF OBESITY; (6) TO BE A HIGHLY VALUED SPECIALTY SOCIETY THAT SERVES THE EDUCATIONAL AND PROFESSIONAL NEEDS OF OUR DIVERSE MEMBERSHIP. | ActivityOrMissionDesc |
| Voting Members Governing Body | 14 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 14 | VotingMembersIndependentCnt |
| Total Employee | 19 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $139,611 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $43,813 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $77,025 | PYContributionsGrantsAmt |
| CY Contributions Grants | $81,575 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $4,766,337 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $4,487,265 | CYProgramServiceRevenueAmt |
| PY Investment Income | $467,805 | PYInvestmentIncomeAmt |
| CY Investment Income | $619,357 | CYInvestmentIncomeAmt |
| PY Other Revenue | $351,281 | PYOtherRevenueAmt |
| CY Other Revenue | $298,421 | CYOtherRevenueAmt |
| PY Total Revenue | $5,662,448 | PYTotalRevenueAmt |
| CY Total Revenue | $5,486,618 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $56,525 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $140,358 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $1,345,873 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $2,052,854 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $4,200,844 | PYOtherExpensesAmt |
| CY Other Expenses | $4,295,995 | CYOtherExpensesAmt |
| PY Total Expenses | $5,603,242 | PYTotalExpensesAmt |
| CY Total Expenses | $6,489,207 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $59,206 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$1,002,589 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $12,747,707 | TotalAssetsBOYAmt |
| Total Assets EOY | $12,643,228 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $906,879 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,252,724 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $11,840,828 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $11,390,504 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE PURPOSE OF THE SOCIETY IS TO ADVANCE THE ART AND SCIENCE OF BARIATRIC SURGERY BY CONTINUED ENCOURAGEMENT OF ITS MEMBERS TO CARRY OUT THE FOLLOWING MISSION: (1) TO IMPROVE THE CARE AND TREATMENT OF PEOPLE WITH OBESITY AND RELATED DISEASES; (2) TO ADVANCE THE SCIENCE AND UNDERSTANDING OF METABOLIC SURGERY; (3) TO FOSTER COMMUNICATION BETWEEN HEALTH PROFESSIONAL ON OBESITY AND RELATED CONDITIONS; (4) TO BE THE RECOGNIZED AUTHORITY AND RESOURCE ON METABOLIC AND BARIATRIC SURGERY; (5) TO ADVOCATE FOR HEALTH CARE POLICY THAT ENSURES PATIENT ACCESS TO HIGH QUALITY PREVENTION AND TREATMENT OF OBESITY; (6) TO BE A HIGHLY VALUED SPECIALTY SOCIETY THAT SERVES THE EDUCATIONAL AND PROFESSIONAL NEEDS OF OUR DIVERSE MEMBERSHIP. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Desc | PROVIDE VARIOUS COURSES, AN ANNUAL MEETING, A PROFESSIONAL JOURNAL, AND OTHER SERVICES FOR ITS MEMBERS IN AN EFFORT TO ADVANCE THE ART AND SCIENCE OF BARIATRIC SURGERY. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SPONSOR AN RN CREDENTIALING PROGRAM TO CERTIFY NURSES WHO WANT TO SPECIALIZE IN BARIATRICS. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PROVIDE RESEARCH GRANTS AND FELLOWSHIPS FOR BARIATRIC SURGEONS. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Described In Section501c3 | 0 | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Subject To Proxy Tax | Yes (1) | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 6 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 19 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 14 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 14 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | Yes (1) | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | Yes (1) | LocalChaptersInd |
| Policies Reference Chapters | Yes (1) | PoliciesReferenceChaptersInd |
| Form990 Provided To Gvrn Body | 0 | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KIM CARMICHAEL | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3523329100 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 14260 W NEWBERRY ROAD 418 | AddressLine1Txt |
| City | NEWBERRY | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 326692765 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (23 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|---|
| SHANU KOTHARI MD | |||||||
| SR PAST PRES - THRU 6/24 | 2.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| TERESA LAMASTERS MD | |||||||
| PAST PRES/SR PAST PRES | 15.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| ANN ROGERS MD | |||||||
| PRES ELECT/PRESIDENT | 2.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| MARINA KURIAN MD | |||||||
| PRESIDENT/PAST PRES | 8.50 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| HELMUTH BILLY MD | |||||||
| COUNCIL-AT-LARGE | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| MONA MISRA MD | |||||||
| COUNCIL-AT-LARGE | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| JOSEPH NORTHUP MD | |||||||
| COUNCIL-AT-LARGE | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| RICHARD PETERSON MD | |||||||
| SEC TREAS/PRES ELECT | 2.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| JOHN SCOTT MD | |||||||
| COUNCIL-AT-LARGE - BEG 6/24 | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| STEPHANIE SOGG PHD | |||||||
| IH PRESIDENT - THRU 6/24 | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| FARAH HUSAIN MD | |||||||
| COUNCIL-AT-LARGE - THRU 6/24 | 2.00 | 2.00 | Yes (X) | $0 | $0 | $0 | |
| CORRIGAN MCBRIDE MD | |||||||
| COUNCIL-AT-LARGE - THRU 6/24 | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| RANA PULLATT MD FASMBS | |||||||
| COUNCIL-AT-LARGE | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| COLLEEN KENNEDY MD FASMBS | |||||||
| COUNCIL-AT-LARGE | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| HEIDI BEDNARCHUK MSN APRN CNS CBN | |||||||
| IH PRES ELECT - THRU 6/24 | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| MONIQUE HASSAN MD FACS DABON FASMBS | |||||||
| COUNCIL-AT-LARGE | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| BENJAMIN CLAPP MD | |||||||
| COUNCIL-AT-LARGE - BEG 6/24 | 2.00 | 2.00 | Yes (X) | $0 | $0 | $0 | |
| MA PEARL MD | |||||||
| COUNCIL-AT-LARGE - BEG 6/24 | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| KELLIE ARMSTRONG | |||||||
| IH PRES ELECT - BEG 6/24 | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| KRISTIE KAUFMAN | |||||||
| EXECUTIVE VP | 40.00 | 0.00 | Yes (X) | $170,784 | $0 | $26,818 | |
| DIANE ENOS | |||||||
| CEO | 40.00 | 0.00 | Yes (X) | $293,548 | $0 | $45,232 | |
| JENNIFER WYNN | |||||||
| VP GOVERNANCE | 40.00 | 0.00 | Yes (X) | $120,314 | $0 | $19,247 | |
| MARY WOLSKI | |||||||
| DIRECTOR CONV & MTG SVC | 40.00 | 0.00 | Yes (X) | $118,041 | $0 | $18,906 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $702,687 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $110,203 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 4 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (3 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| FREEMAN | |||||
| PO BOX 734596 | DALLAS | TX | 753734596 | ANNUAL MEETING AV | $432,133 |
| COMMUNICATION PARTNERS & ASSOCIATES | |||||
| 575 LEXINGTON AVE SUITE 400 | NEW YORK | NY | 10022 | PUBLIC RELATION | $200,000 |
| T3 EXPO | |||||
| 8 LAKEVILLE BUSINESS PARK | LAKEVILLE | MA | 02347 | ANNUAL MEETING DECORATOR | $108,550 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 3 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $81,575 | AllOtherContributionsAmt |
| Total Contributions | $81,575 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|---|
| MEETINGS | 611710 | $3,046,363 | $3,046,363 | |
| MEMBERSHIP DUES | 900099 | $1,053,300 | $1,053,300 | |
| SOARD INCOME - EDITOR | 611710 | $135,000 | $135,000 | |
| CORPORATE COUNCIL DUES | 611710 | $106,000 | $106,000 | |
| EDUCATIONAL MATERIAL | 611710 | $74,957 | $74,957 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $71,645 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | -$142 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $71,787 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $4,487,265 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $351,274 | TotalRevenueColumnAmt |
| Exclusion | $351,274 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $158,000 | TotalRevenueColumnAmt |
| Exclusion | $158,000 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $4,545,692 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $4,277,609 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $268,083 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $268,083 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $268,083 | RelatedOrExemptFuncIncomeAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|---|
| ANNUAL MEETING ADVERTISING | 541800 | $117,571 | $117,571 | |
| WEBSITE ADVERTISING | 541800 | $16,200 | $16,200 | |
| TOP 5 ON THE 5TH ONLINE NEWS | 541800 | $6,650 | $5,840 | $810 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $140,421 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $5,486,618 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,638,008 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $139,611 | UnrelatedBusinessRevenueAmt |
| Exclusion | $3,627,424 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $138,333 | TotalAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,025 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $812,890 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $668,510 | TotalAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $232,393 | TotalAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $339,061 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,450 | TotalAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $43,800 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $71,122 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $377,884 | TotalAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $88,178 | TotalAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $272,760 | TotalAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $125,857 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $120,244 | TotalAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $134,632 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,514,984 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,432 | TotalAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $63,679 | TotalAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt |
|---|---|
| IFSO | $157,551 |
| CREDIT CARD CHARGES | $114,054 |
| RN CREDENTIALING | $87,066 |
| OTHER TAXES | $48,391 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $66,911 | TotalAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,489,207 | TotalAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,301 | BOYAmt |
| EOY | $2,715 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,652,832 | BOYAmt |
| EOY | $405,979 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $131,858 | BOYAmt |
| EOY | $78,175 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,411 | BOYAmt |
| EOY | $22,414 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $238,566 | BOYAmt |
| EOY | $376,879 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $95,667 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $70,206 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,583 | BOYAmt |
| EOY | $25,461 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,478,675 | BOYAmt |
| EOY | $11,696,682 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $223,481 | BOYAmt |
| EOY | $34,923 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,747,707 | BOYAmt |
| EOY | $12,643,228 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $66,679 | BOYAmt |
| EOY | $450,244 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $25,000 | BOYAmt |
| EOY | $50,000 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $716,379 | BOYAmt |
| EOY | $576,421 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $98,821 | BOYAmt |
| EOY | $176,059 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $906,879 | BOYAmt |
| EOY | $1,252,724 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,762,935 | BOYAmt |
| EOY | $11,317,108 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $77,893 | BOYAmt |
| EOY | $73,396 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,840,828 | BOYAmt |
| EOY | $11,390,504 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,747,707 | BOYAmt |
| EOY | $12,643,228 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$1,002,589 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $683,300 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$131,035 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | 0 | FSAuditedInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Political Expenditures | $15,391 | PoliticalExpendituresAmt |
| Substantially All Dues Nonded | 0 | SubstantiallyAllDuesNondedInd |
| Only In House Lobbying | Yes (1) | OnlyInHouseLobbyingInd |
| Agree Carryover Prior Year | 0 | AgreeCarryoverPriorYearInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I-A, LINE 1: | FormAndLineReferenceDesc |
| Explanation | THE ORGANIZATION PAYS THE ADMINISTRATIVE EXPENSES OF AN ASSOCIATED PAC ORGANIZATION. | ExplanationTxt |
Schedule D IRS990ScheduleD
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $95,667 | OtherCostOrOtherBasisAmt |
| Depreciation | $70,206 | DepreciationAmt |
| Book Value | $25,461 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $25,461 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DUE TO STATE CHAPTERS | Desc |
| Amt | $176,059 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $176,059 | TotalLiabilityAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | 0 | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|
| CLEVELAND CLINIC FOUNDATION | ||||||||
| PO BOX 931531 | CLEVELAND | OH | 441935006 | 340714585 | 501(C)(3) | $25,000 | $0 | RESEARCH |
| TRUSTEES OF INDIANA UNIVERSITY | ||||||||
| PO BOX 78000 | DETROIT | MI | 482780867 | 356001673 | INDIANA | $63,333 | $0 | RESEARCH |
| AMERICAN SOCIETY FOR METABOLIC AND BARIATRIC SURGERY FOUNDATION INC | ||||||||
| 14260 W NEWBERRY ROAD 418 | NEWBERRY | FL | 326692765 | 593520006 | 501(C)(3) | $50,000 | $0 | RESEARCH |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 3 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | SCIENTIFIC WRITING | GrantTypeTxt |
| Recipient | 1 | RecipientCnt |
| Cash Grant | $2,025 | CashGrantAmt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (2 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| DIANE ENOS | ||||||||||||||
| CEO | $267,048 | $0 | $26,500 | $0 | $0 | $0 | $44,032 | $0 | $1,200 | $0 | $338,780 | $0 | $0 | $0 |
| KRISTIE KAUFMAN | ||||||||||||||
| EXECUTIVE VP | $170,784 | $0 | $0 | $0 | $0 | $0 | $25,618 | $0 | $1,200 | $0 | $197,602 | $0 | $0 | $0 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (10 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 4 | DURING THE TAX YEAR, THE ORGANIZATION MADE SIGNIFICANT AMENDMENTS TO ITS BYLAWS, INCLUDING: (1) GOVERNANCE STRUCTURE: THE GOVERNING BODY WAS RENAMED FROM "EXECUTIVE COUNCIL" TO "BOARD OF DIRECTORS." THE COMPOSITION REMAINS AT 15 VOTING MEMBERS, BUT THE BYLAWS NOW CLARIFY NON-VOTING ROLES, SUCH AS THE CHIEF EXECUTIVE OFFICER AND FOUNDATION PRESIDENT, AND ADD A VICE PRESIDENT POSITION (FORMERLY SECRETARY-TREASURER). THE AUTHORITY AND STRUCTURE OF COMMITTEES AND TASK FORCES WERE ALSO CLARIFIED. (2) OFFICER/DIRECTOR COMPENSATION: THE BYLAWS NOW EXPLICITLY STATE THAT ONLY THE CHIEF EXECUTIVE OFFICER MAY RECEIVE COMPENSATION, SUBJECT TO BOARD APPROVAL. ALL OTHER OFFICERS AND DIRECTORS CONTINUE TO SERVE WITHOUT COMPENSATION, EXCEPT FOR REIMBURSEMENT OF REASONABLE EXPENSES. (3) CONFLICT OF INTEREST POLICY: THE CONFLICT OF INTEREST PROVISIONS WERE STRENGTHENED BY ADDING AN EXPLICIT PROHIBITION ON LOANS TO OFFICERS OR DIRECTORS AND BY PROVIDING MORE DETAILED COMPLIANCE LANGUAGE WITH IOWA NONPROFIT LAW. (4) AMENDMENT PROCEDURES: THE PROCESS FOR AMENDING THE BYLAWS WAS CLARIFIED, NOW REQUIRING BOARD APPROVAL AND A MINIMUM 10% MEMBER VOTE (PREVIOUSLY A MAJORITY AT A MEETING WITH QUORUM). OTHER CHANGES WERE MINOR CLARIFICATIONS OR UPDATES FOR STATUTORY COMPLIANCE AND DO NOT AFFECT THE ORGANIZATION'S GOVERNANCE STRUCTURE OR KEY POLICIES. |
| FORM 990, PART VI, SECTION A, LINE 6 | THE SOCIETY CONSISTS OF EIGHT CLASSES OF MEMBERS: REGULAR, AFFILIATE SURGEON, AFFILIATE PHYSICIAN, ASSOCIATE, AFFILIATE ASSOCIATE, INTEGRATED HEALTH STUDENT, INTERNATIONAL ASSOCIATE, INTERNATIONAL AFFILIATE ASSOCIATE, CANDIDATE, SENIOR, HONORARY, DISTINGUISHED AND INTERNATIONAL MEMBERS. MEMBERSHIP SHALL BE CONFERRED UPON APPLICATION AND ON COMPLIANCE WITH THE STANDARDS AND REQUIREMENTS SET FORTH BELOW AND APPROVAL BY MAJORITY VOTE OF THE EXECUTIVE COUNCIL. |
| FORM 990, PART VI, SECTION A, LINE 7A | THE SECRETARY-TREASURER AND COUNCILPERSONS AT LARGE SHALL BE NOMINATED AND ELECTED ELECTRONICALLY BY THE MEMBERS ENTITLED TO VOTE. AT THE CLOSE OF THE VOTING PERIOD INDICATED IN THE BALLOT MATERIALS THE RESULTS OF THE VOTE SHALL BE TABULATED. THE RESULTS OF THE ELECTION WILL THEN BE ANNOUNCED TO THE MEMBERSHIP PRIOR TO THE COMMENCEMENT OF THE SOCIETY'S ANNUAL MEETING. VACANCIES ON THE COUNCIL, EXCEPT FOR THE OFFICE OF PRESIDENT, SHALL BE FILLED BY APPOINTMENT BY THE PRESIDENT UNTIL THE NEXT ELECTION. SHOULD THE OFFICE OF PRESIDENT BECOME VACANT, THE PRESIDENT-ELECT SHALL ASSUME THE OFFICE OF PRESIDENT. |
| FORM 990, PART VI, SECTION A, LINE 7B | EACH VOTING CLASS OF MEMBERS SHALL HAVE THE RIGHT TO VOTE ON THE ELECTION OF OFFICERS OF THE SOCIETY, THE AMOUNT OF DUES AND FEES, THE DISPOSITION OF ALL OR SUBSTANTIALLY ALL OF THE CORPORATION'S ASSETS, ANY MERGER AND ITS PRINCIPAL TERMS AND ANY AMENDMENT OF THOSE TERMS, ANY AMENDMENT TO THE BYLAWS OR ARTICLES OF INCORPORATION, AND ANY ELECTION TO DISSOLVE THE SOCIETY. |
| FORM 990, PART VI, SECTION B, LINE 11B | EXECUTIVE DIRECTOR REVIEWS FORM 990 BEFORE IT IS FILED. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE POLICY APPLIES TO (1) MEMBERS OF THE EXECUTIVE COUNCIL, (2) MEMBERS OF THE INTEGRATED HEALTH SCIENCES SECTION OF THE EXECUTIVE COUNCIL, (3) CHAIRS OF ALL COMMITTEES AND SUBCOMMITTEES AND (4) THE EXECUTIVE DIRECTOR OF THE SOCIETY. ALL COVERED PERSONS COMPLETE AND SUBMIT A CONFLICT OF INTEREST DISCLOSURE STATEMENT OF ALL POTENTIAL CONFLICTS OF INTEREST AND RELATIONSHIPS. THE FORM IS SUBMITTED ANNUALLY AND MAINTAINED IN THE SOCIETY'S BUSINESS OFFICE. IF A CONFLICT ARISES, THAT PERSON SHALL GENERALLY BE RECUSED FROM PARTICIPATING IN ANY ACTIONS INVOLVING THAT SUBJECT MATTER. |
| FORM 990, PART VI, SECTION B, LINE 15 | LINE 15A - COMPENSATION PROCESS FOR TOP OFFICIAL ASMBS HAS A COMPENSATION POLICY USED TO DETERMINE THE SALARY OF THE EXECUTIVE DIRECTOR. THIS POLICY REQUIRES EXECUTIVE COUNCIL, OR COMPENSATION COMMITTEE IF APPLICABLE, TO PERIODICALLY (BUT NOT LESS THAN EVERY THREE YEARS) CONDUCT COMPENSATION SURVEYS FOR SIMILAR PERSONS IN FUNCTIONALLY COMPARABLE POSITIONS. THE PERFORMANCE AND COMPENSATION OF THE EXECUTIVE DIRECTOR SHALL BE FORMALLY REVIEWED AND APPROVED BY THE EXECUTIVE COUNCIL ON AN ANNUAL BASIS AND THE DELIBERATIONS REFLECTED IN THE MEETING MINUTES. LINE 15B - COMPENSATION PROCESS FOR OFFICERS COMPENSATION OF EMPLOYEES OTHER THAN THE EXECUTIVE DIRECTOR ARE DETERMINED BY THE EXECUTIVE DIRECTOR UTILIZING APPROPRIATE FACTORS SUCH AS EXPERIENCE, EDUCATION, LENGTH OF SERVICE, MARKET CONDITIONS, AND JOB RESPONSIBILITIES. |
| FORM 990, PART VI, SECTION C, LINE 19 | ASMBS DOES NOT MAKE ITS GOVERNING DOCUMENTS OR CONFLICTS OF INTEREST POLICY AVAILABLE TO THE PUBLIC. |
| FORM 990, PART XI, LINE 9: | ADJUSTMENT TO GAAP NET ASSETS -131,035. |
| FORM 990 - ADDITIONAL INFORMATION | NO FEDERAL INCOME TAXES WERE PAID/ACCRUED BY THE ASSOCIATION DURING 2024. |