2025-11-17T14:41:56-06:00 2024-12-31 590548468 PURVIS GRAY & COMPANY LLP 222 NE 1ST ST GAINESVILLE FL 32601 990 2024-01-01 521203109 AMERICAN SOCIETY FOR METABOLIC AND BARIATRIC SURGERY AMER 3523314900 14260 W NEWBERRY ROAD 418 NEWBERRY FL 326692765 DIANE ENOS CEO 3523314900 2025-11-17 1 1 LISA M MAROUSKY CPA P01965450 3523782461 2025-11-17 2024 2025-03-06 01:10:19Z DIANE ENOS 14260 W NEWBERRY ROAD 418 NEWBERRY FL 326692765 9764227 0 X WWW.ASMBS.ORG X 1983 IA 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. 14 14 19 0 139611 43813 77025 81575 4766337 4487265 467805 619357 351281 298421 5662448 5486618 56525 140358 0 0 1345873 2052854 0 0 0 4200844 4295995 5603242 6489207 59206 -1002589 12747707 12643228 906879 1252724 11840828 11390504 X 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. 0 0 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. SPONSOR AN RN CREDENTIALING PROGRAM TO CERTIFY NURSES WHO WANT TO SPECIALIZE IN BARIATRICS. PROVIDE RESEARCH GRANTS AND FELLOWSHIPS FOR BARIATRIC SURGEONS. 0 1 0 1 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 6 0 1 19 1 1 1 0 0 0 0 0 0 0 X 14 14 0 0 1 0 1 1 1 1 1 0 1 1 0 1 1 1 1 1 1 1 0 X KIM CARMICHAEL 3523329100 14260 W NEWBERRY ROAD 418 NEWBERRY FL 326692765 SHANU KOTHARI MD SR PAST PRES - THRU 6/24 2.00 0.00 X X 0 0 0 TERESA LAMASTERS MD PAST PRES/SR PAST PRES 15.00 0.00 X X 0 0 0 ANN ROGERS MD PRES ELECT/PRESIDENT 2.00 0.00 X X 0 0 0 MARINA KURIAN MD PRESIDENT/PAST PRES 8.50 0.00 X X 0 0 0 HELMUTH BILLY MD COUNCIL-AT-LARGE 2.00 0.00 X 0 0 0 MONA MISRA MD COUNCIL-AT-LARGE 2.00 0.00 X 0 0 0 JOSEPH NORTHUP MD COUNCIL-AT-LARGE 2.00 0.00 X 0 0 0 RICHARD PETERSON MD SEC TREAS/PRES ELECT 2.00 0.00 X X 0 0 0 JOHN SCOTT MD COUNCIL-AT-LARGE - BEG 6/24 2.00 0.00 X 0 0 0 STEPHANIE SOGG PHD IH PRESIDENT - THRU 6/24 2.00 0.00 X 0 0 0 FARAH HUSAIN MD COUNCIL-AT-LARGE - THRU 6/24 2.00 2.00 X 0 0 0 CORRIGAN MCBRIDE MD COUNCIL-AT-LARGE - THRU 6/24 2.00 0.00 X 0 0 0 RANA PULLATT MD FASMBS COUNCIL-AT-LARGE 2.00 0.00 X 0 0 0 COLLEEN KENNEDY MD FASMBS COUNCIL-AT-LARGE 2.00 0.00 X 0 0 0 HEIDI BEDNARCHUK MSN APRN CNS CBN IH PRES ELECT - THRU 6/24 2.00 0.00 X 0 0 0 MONIQUE HASSAN MD FACS DABON FASMBS COUNCIL-AT-LARGE 2.00 0.00 X 0 0 0 BENJAMIN CLAPP MD COUNCIL-AT-LARGE - BEG 6/24 2.00 2.00 X 0 0 0 MA PEARL MD COUNCIL-AT-LARGE - BEG 6/24 2.00 0.00 X 0 0 0 KELLIE ARMSTRONG IH PRES ELECT - BEG 6/24 2.00 0.00 X 0 0 0 KRISTIE KAUFMAN EXECUTIVE VP 40.00 0.00 X 170784 0 26818 DIANE ENOS CEO 40.00 0.00 X 293548 0 45232 JENNIFER WYNN VP GOVERNANCE 40.00 0.00 X 120314 0 19247 MARY WOLSKI DIRECTOR CONV & MTG SVC 40.00 0.00 X 118041 0 18906 702687 0 110203 4 0 1 0 FREEMAN PO BOX 734596 DALLAS TX 753734596 ANNUAL MEETING AV 432133 COMMUNICATION PARTNERS & ASSOCIATES 575 LEXINGTON AVE SUITE 400 NEW YORK NY 10022 PUBLIC RELATION 200000 T3 EXPO 8 LAKEVILLE BUSINESS PARK LAKEVILLE MA 02347 ANNUAL MEETING DECORATOR 108550 3 81575 81575 MEETINGS 611710 3046363 3046363 MEMBERSHIP DUES 900099 1053300 1053300 SOARD INCOME - EDITOR 611710 135000 135000 CORPORATE COUNCIL DUES 611710 106000 106000 EDUCATIONAL MATERIAL 611710 74957 74957 71645 -142 71787 4487265 351274 351274 158000 158000 4545692 4277609 268083 268083 268083 ANNUAL MEETING ADVERTISING 541800 117571 117571 WEBSITE ADVERTISING 541800 16200 16200 TOP 5 ON THE 5TH ONLINE NEWS 541800 6650 810 5840 140421 5486618 1638008 139611 3627424 138333 2025 812890 668510 232393 339061 2450 43800 71122 377884 88178 272760 125857 120244 134632 2514984 6432 63679 IFSO 157551 CREDIT CARD CHARGES 114054 RN CREDENTIALING 87066 OTHER TAXES 48391 66911 6489207 3301 2715 2652832 405979 131858 78175 4411 22414 238566 376879 95667 70206 14583 25461 9478675 11696682 223481 34923 12747707 12643228 66679 450244 25000 50000 716379 576421 98821 176059 906879 1252724 X 11762935 11317108 77893 73396 11840828 11390504 12747707 12643228 X -1002589 683300 -131035 X 0 0 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 15391 0 1 0 PART I-A, LINE 1: THE ORGANIZATION PAYS THE ADMINISTRATIVE EXPENSES OF AN ASSOCIATED PAC ORGANIZATION. 95667 70206 25461 25461 DUE TO STATE CHAPTERS 176059 176059 0 CLEVELAND CLINIC FOUNDATION PO BOX 931531 CLEVELAND OH 441935006 340714585 501(C)(3) 25000 0 RESEARCH TRUSTEES OF INDIANA UNIVERSITY PO BOX 78000 DETROIT MI 482780867 356001673 INDIANA 63333 0 RESEARCH AMERICAN SOCIETY FOR METABOLIC AND BARIATRIC SURGERY FOUNDATION INC 14260 W NEWBERRY ROAD 418 NEWBERRY FL 326692765 593520006 501(C)(3) 50000 0 RESEARCH 3 0 SCIENTIFIC WRITING 1 2025 0 0 0 DIANE ENOS CEO 267048 0 26500 0 0 0 44032 0 1200 0 338780 0 0 0 KRISTIE KAUFMAN EXECUTIVE VP 170784 0 0 0 0 0 25618 0 1200 0 197602 0 0 0 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.