2024-09-10T16:04:20-04:00 2023-12-31 590548468 PURVIS GRAY & COMPANY LLP 222 NORTH EAST FIRST STREET GAINESVILLE FL 32601 990 2023-01-01 593520006 AMERICAN SOCIETY FOR METABOLIC AND BARIATRIC SURGERY FOUNDATION INC AMER 3523314900 14260 W NEWBERRY ROAD 418 NEWBERRY FL 326692765 KRISTIE KAUFMAN DIR/EXEC DIR '24 3523314900 2024-08-22 true true JAMES W PATRAY III CPA P00071005 3523782461 2024-08-22 2023 2024-08-08 14:25:15Z TREO FOUNDATION KRISTIE KAUFMAN 14260 W NEWBERRY ROAD 418 NEWBERRY FL 326692765 855371 false X WWW.TREOFOUNDATION.ORG X 1998 FL OUR MISSION IS TO RAISE FUNDS FOR CONDUCTING RESEARCH & EDUCATION, INCREASING PUBLIC & SCIENTIFIC AWARENESS & UNDERSTANDING, & IMPROVING ACCESS TO QUALITY CARE & TREATMENT OF OBESITY & MORBID OBESITY. 15 15 2 50 322 416049 353970 0 25986 48657 -59550 -47097 382485 355530 103500 54500 0 200033 200189 0 59816 223521 123615 527054 378304 -144569 -22774 952177 1147021 172431 269622 779746 877399 OUR MISSION IS TO RAISE FUNDS FOR CONDUCTING RESEARCH & EDUCATION, INCREASING PUBLIC & SCIENTIFIC AWARENESS & UNDERSTANDING, & IMPROVING ACCESS TO QUALITY CARE & TREATMENT OF OBESITY & MORBID OBESITY. false false 186638 54500 THE ASMBS FOUNDATION HOSTS AN ANNUAL FUNDRAISING WALK "WALK FROM OBESITY". WITH THESE MONIES WE FUND CRITICAL RESEARCH IN THE FIELD OF MORBID OBESITY AND RELATED DISEASES AND ISSUE GRANTS FOR EDUCATION OF THOSE AFFECTED BY OBESITY, THEIR FAMILIES, AND THE GENERAL PUBLIC TO DEVELOP A BETTER UNDERSTANDING OF OBESITY, ITS CONSEQUENCES AND TREATMENTS. THE FOUNDATION ALSO HOSTS AN ANNUAL FUNDRAISING AWARDS BANQUET IN CONJUNCTION WITH THE ASMBS ANNUAL CONFERENCE. 186638 true true false false false false false false false true true false false false false true true false false false false false false false true false false true false false false false false false false false false false false false false false false false false false false true 3 0 2 true false false false false false false false false false false false false false false X 15 15 false false false false false false false true true false false false true true true true true true false false AZ CA CT FL IL IN MA MD NC NJ NY OH OR PA TX WV X KRISTIE KAUFMAN 3523329100 14260 W NEWBERRY ROAD 418 NEWBERRY FL 326692765 CARL PESTA MD PRESIDENT 10.00 X X 0 0 0 PAUL ENOCHS MD PAST PRES LE 1.00 X X 0 0 0 SANIEA MAJID MD SECRETARY/TR 1.00 X X 0 0 0 SHAINA ECKHOUSE MD DIRECTOR 1.00 X 0 0 0 NEIL FLOCH MD DIRECTOR 1.00 X 0 0 0 CARLOS GALVANI MD DIRECTOR 1.00 X 0 0 0 OMAR M GHANEM MD DIRECTOR 1.00 X 0 0 0 JANUARY A HILL MD DIRECTOR 1.00 X 0 0 0 KRISTIE KAUFMAN DIR/EXEC DIR 1.00 X 0 0 0 TAMMY KINDEL MD DIRECTOR 1.00 X 0 0 0 FARAH HUSAIN MD DIRECTOR 1.00 X 0 0 0 SAMER MATTAR MD DIRECTOR 1.00 X 0 0 0 RICHARD PETERSON MD DIRECTOR-THR 1.00 X 0 0 0 JAIME PONCE MD DIRECTOR-THR 1.00 X 0 0 0 NATE SANN MSN DIRECTOR-THR 1.00 X 0 0 0 CHARLES E THOMPSON III MD DIRECTOR 1.00 X 0 0 0 PAMELA DAVIS RN DIRECTOR 1.00 X 0 0 0 BENJAMIN CLAPP MD DIRECTOR 1.00 X 0 0 0 CHARLOTTE HODGES MD DIRECTOR 1.00 X 0 0 0 MICHAEL VOTTA EXEC DIR '23 40.00 X 107923 0 16188 107923 16188 1 false false false 303976 49994 353970 17557 17557 338822 307722 31100 31100 31100 144700 303976 192119 -47419 -47419 DELICIOUSLY HEALTHY COOKBK 541800 322 322 322 355530 322 1238 54500 54500 124111 68261 12411 43439 57226 31625 25601 8556 4724 3832 10296 7354 2942 1663 1663 26400 26400 7034 7034 18610 18610 6188 6188 5496 5496 15842 4074 11768 605 605 7534 7534 7370 7370 454 454 7682 1537 1536 4609 STATE FEES/PERMITS 17512 17512 COOKBOOK EXPENSE-NON UBI 901 901 FOREIGN TAXES ON INVSTMNT 297 297 COOKBOOK EXPENSE-UBI 27 27 378304 186638 131850 59816 68073 92347 40104 31501 5500 3370 5810 2356 1291 189 1065 840441 1010798 952177 1147021 4534 34640 66147 110862 15000 101750 109120 172431 269622 X 779746 877399 779746 877399 952177 1147021 X -22774 120427 X false true X true false X 459841 215178 306655 416049 353970 1751693 459841 215178 306655 416049 353970 1751693 143582 1608111 18829 17766 13873 14279 17557 82304 322 322 1834319 306668 0.87670 0.85390 X SUPPLEMENTAL INFORMATION PART II, SECTION B, LINE 12 GROSS RECEIPTS FROM RELATED ACTIVITIES IS COMPLETED TO REPORT RECEIPTS FROM ADMISSIONS AND MERCHANDISE SALES. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 20000 20000 20000 20000 20000 20000 45000 25000 20000 false false 2356 1291 1065 1065 X 685871 120427 25125 192120 337672 348199 7034 297 7331 355530 588218 25125 192120 217245 370973 7034 297 7331 378304 SCHEDULE D, PAGE 2, PART V, LINE 4 PATIENT EDUCATION BOOKLET - INTENDED USE OF 20,000 OF FUNDS IS FOR PATIENT EDUCATION RELATED TO SURGERY FOR MORBID OBESITY. IN 2022, THE FUNDS WERE USED TO CREATE A VIRTUAL BOOKLET ON THE FOUNDATION'S WEBSITE. SCHEDULE D, PAGE 3, PART X UNDER ASC SUBTOPIC 740-10, INCOME TAX UNCERTAINTIES, IT IS THE POLICY OF MANAGEMENT TO EVALUATE ITS TAX POSITIONS ON AN ONGOING BASIS AND TO DISCLOSE ANY SUCH POSITIONS IT BELIEVES WOULD HAVE A MATERIAL IMPACT ON THE FINANCIAL STATEMENTS AND RELATED NOTES. MANAGEMENT ALSO BELIEVES THAT NO SUCH REQUIRED DISCLOSURES CURRENTLY EXIST. SCHEDULE D, PAGE 4, PART XI, LINE 2D SPECIAL EVENTS EXPENSES 192,119 ROUNDING 1 SCHEDULE D, PAGE 4, PART XI, LINE 4B TAXES-INVESTMENTS 297 SCHEDULE D, PAGE 4, PART XII, LINE 2D SPECIAL EVENTS EXPENSES 192,119 ROUNDING 1 SCHEDULE D, PAGE 4, PART XII, LINE 4B TAXES-INVESTMENTS 297 LEAD GALA 255200 110500 144700 3589 20623 94692 2375 WALK FROM OBESI 193476 193476 5802 3728 1215 60095 448676 303976 144700 9391 24351 94692 1215 62470 192119 -47419 true ASMBS 14260 W NEWBERRY ROAD 418 NEWBERRY FL 326692765 521203109 501C6 54500 EDUCATION,RESEARCH 1 SCHEDULE I, PAGE 1, PART I, LINE 2 THE MAJORITY OF FOUNDATION GRANTS ARE AWARDED FOR RESEARCH OR EDUCATION. ORGANIZATIONS RECEIVING GRANT FUNDS ARE REQUIRED TO SUBMIT REPORTS DESCRIBING THE RESEARCH OR EDUCATION PERFORMED. SCHEDULE I, PAGE 4, PART IV ASMBS IS AN ACRONYM FOR AMERICAN SOCIETY OF METABOLIC AND BARIATRIC SURGERY FORM 990 THE ACRONYM "ASMBS" IS USED THROUGHOUT THE RETURN. ASMBS IS AN ACRONYM FOR AMERICAN SOCIETY OF METABOLIC AND BARIATRIC SURGERY. FORM 990, PAGE 6, PART VI, LINE 11B THE EXECUTIVE DIRECTOR REVIEWS THE FORM 990. FORM 990, PAGE 6, PART VI, LINE 12C ANNUALLY, ALL BOARD OF DIRECTORS ACKNOWLEDGE THE RECEIPT OF THE CONFLICT OF INTEREST POLICY AND THEIR RESPONSIBILITY TO DISCLOSE ANY REQUIRED ITEMS. IF A CONFLICT EXISTS, THE BOARD MEMBER DOES NOT VOTE ON THE ISSUE. FORM 990, PAGE 6, PART VI, LINE 15A THE AMERICAN SOCIETY FOR METABOLIC AND BARIATRIC SURGERY FOUNDATION, INC. (THE FOUNDATION) BOARD OF DIRECTORS APPROVED ANNUALLY THE AMOUNT THE FOUNDATION REIMBURSED THE OTHER ENTITY RELATED TO THE SERVICES PERFORMED FOR THE BENEFIT OF THE FOUNDATION. EFFECTIVE JULY 1, 2014, THE COMPENSATION OF THE EXECUTIVE DIRECTOR IS PAID BY THE FOUNDATION. THE AMERICAN SOCIETY FOR METABOLIC AND BARIATRIC SURGERY FOUNDATION, INC. (THE FOUNDATION) BOARD OF DIRECTORS APPROVES ANNUALLY THE AMOUNT THE FOUNDATION PAYS. THE COMPENSATION OF THE EXECUTIVE DIRECTOR IS DETERMINED BY THE FOUNDATION'S BOARD OF DIRECTORS. FORM 990, PAGE 6, PART VI, LINE 17 PENNSYLVANIA, TEXAS, WEST VIRGINIA FORM 990, PAGE 6, PART VI, LINE 19 THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS OF THE FOUNDATION ARE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 9 SPECIAL EVENTS EXPENSES 192,119 ROUNDING 1 TAXES-INVESTMENTS -297 SPECIAL EVENTS EXPENSES -192,119 ROUNDING -1 TAXES-INVESTMENTS 297