2024-11-06T07:39:28-06:00 2024-06-30 521392008 GELMAN ROSENBERG & FREEDMAN 4550 MONTGOMERY AVE SUITE 800N BETHESDA MD 208142930 990 2023-07-01 464495751 AMERICAN ASSOCIATION FOR THE STUDY OF LIVER DISEASES FOUNDATION AMER 7032999766 1001 NORTH FAIRFAX STREET 400 ALEXANDRIA VA 22314 MATTHEW R D'UVA CEO 7032999766 2024-11-06 1 0 ELIZABETH W HELLER P00397829 3019519090 2023 2024-10-15 13:58:12Z KIMBERLY ANN BROWN 1001 NORTH FAIRFAX STREET 400 ALEXANDRIA VA 22314 26470066 0 X WWW.AASLDFOUNDATION.ORG X 2013 VA SEE PART III, LINE 1 7 7 0 60 0 0 3142922 23857018 0 0 474595 470847 0 0 3617517 24327865 1740369 2414500 0 0 733736 798675 0 0 323132 841093 868997 3315198 4082172 302319 20245693 17058412 39519282 2936571 3646110 14121841 35873172 X TO INVEST IN INNOVATIVE HEPATOLOGY RESEARCH AND IN THE PEOPLE WHO STUDY AND TREAT LIVER DISEASE. 0 0 2854184 2414500 GRANTS AND AWARDS: THE FOUNDATION MAKES (1) GRANTS TO INSTITUTIONS TO SUPPORT LIVER DISEASE RESEARCH; (2) CLINICAL TRAINING AWARDS FOR ADVANCED TRAINING FOR HEPATOLOGY FELLOWS, NURSE PRACTITIONERS, AND PHYSICIAN ASSISTANTS; AND (3) ABSTRACT AWARDS TO ENABLE YOUNG INVESTIGATORS TO ATTEND AND PRESENT THE RESULTS OF PROMISING RESEARCH AT PREMIERE HEPATOLOGY SCIENTIFIC MEETINGS. 234687 LIVER LEADERS COUNCIL: THE LIVER LEADERS COUNCIL (LLC) IS A CORPORATE PARTNERSHIP PROGRAM LAUNCHED BY THE AASLD FOUNDATION IN 2023 WHICH WILL ENGAGE INDUSTRY PARTNERS ANNUALLY THROUGH A PORTFOLIO OF BENEFITS, SERVICES, AND STRATEGIC STAKEHOLDER CONVERSATIONS OFFERED BY BOTH AASLD AND THE AASLD FOUNDATION.IN ADDITION TO A PORTFOLIO OF DISCOUNTS, EVENT PARTICIPATION OPPORTUNITIES AND BRANDING, THE LIVER LEADERS COUNCIL WILL MEET TWICE PER YEAR (SPRING- IN CONJUNCTION WITH DIGESTIVE DISEASES WEEK AND FALL- AT THE LIVER MEETING) FOR AN EXCLUSIVE LIVER LEADERS COUNCIL SUMMIT. THESE MEETINGS WILL BE FOCUSED ON EMERGING ISSUES ACROSS THE SPECTRUM OF LIVER DISEASE, BRINGING TOGETHER INDUSTRY, MEMBER-LEADER EXPERTS, REGULATORS, AND PATIENTS/PATIENT ADVOCACY GROUPS TO ENGAGE IN STRATEGIC CONVERSATIONS AROUND SHARED OPPORTUNITIES AND CHALLENGES. 133165 EMERGING LIVER SCHOLARS: THE EMERGING LIVER SCHOLARS (ELS) PROGRAM PROMOTES THE STUDY OF HEPATOLOGY AMONG MEDICAL, SURGICAL AND PEDIATRIC RESIDENTS WHO HAVE THE POTENTIAL FOR A CAREER IN ACADEMIC MEDICINE AND WHO HAVEN'T YET DETERMINED THEIR LONGTERM CAREER GOALS. THE ELS PROGRAM IS SUPPORTED BY AASLD AND AASLD FOUNDATION AS PART OF ITS CONTINUING MISSION TO INSPIRE AND INVEST IN THE NEXT GENERATION OF HEPATOLOGISTS. 132298 PUBLIC AWARENESS: THE FOUNDATION WORKS TO INCREASE PUBLIC AWARENESS OF LIVER DISEASE BY MAINTAINING INFORMATION ON ITS WEBSITE AASLDFOUNDATION.ORG, AND BY EXHIBITING AND DISTRIBUTING INFORMATION AT MEETINGS AND CONVENTIONS FOCUSED ON LIVER DISEASE. 132298 3354334 1 1 0 0 0 0 0 0 0 1 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 79 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 7 7 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 0 0 0 AL AR CA CT FL GA HI IL KS KY MD MA MI MN MS NH NJ NM NY NC OR PA RI SC TN UT VA WV WI X MATTHEW D'UVA 7032999766 1001 NORTH FAIRFAX STREET 400 ALEXANDRIA VA 22314 W RAY KIM VICE-CHAIR (UNTIL 12/2023) 5.00 5.00 X X 0 25000 0 BRUCE LUXON CHAIR (UNTIL 12/2023) 5.00 0.00 X X 15000 0 0 TAMAR H TADDEI TREASURER 5.00 5.00 X X 0 15000 0 KIMBERLY ANN BROWN TRUSTEE (UNTIL 01/2024), CHAIR 5.00 0.00 X X 0 0 0 GRACE L SU TRUSTEE (UNTIL 01/2024), VICE-CHAIR 5.00 5.00 X X 0 0 0 DAVID E BERNSTEIN TRUSTEE 5.00 0.00 X 0 0 0 GUADALUPE GARCIA-TASO TRUSTEE 5.00 0.00 X 0 0 0 SAUL J KARPEN TRUSTEE 5.00 5.00 X 0 0 0 MICHAEL LUCEY TRUSTEE 5.00 5.00 X 0 0 0 MATTHEW D'UVA CHIEF EXECUTIVE OFFICER 7.00 38.00 X 0 611896 89035 JULIE DEAL EXECUTIVE DIRECTOR 15.00 30.00 X 0 289397 48919 MUKARAB ISLAM VP, FINANCE AND ADMINISTRATION 0.40 37.60 X 0 189428 33535 MARJORIE BYNUM CHIEF OF STAFF 2.50 35.00 X 0 244201 34567 15000 1374922 206056 0 0 1 0 0 1197000 22660018 23857018 370734 370734 2242314 2142201 100113 100113 100113 24327865 0 0 470847 2414500 2414500 246370 147891 97045 1434 193210 85886 26548 80776 58505 29855 12372 16278 183039 97891 44227 40921 117551 63798 29151 24602 8944 1852 2845 4247 40220 40220 47534 47534 162632 41998 24308 96326 48172 39542 2250 6380 32435 16052 12969 3414 81207 45133 12532 23542 92987 50486 22739 19762 148719 141670 7049 152399 128784 19950 3665 6087 3305 1489 1293 MEMBERSHIP DUES 46076 45495 171 410 STAFF DEVELOPMENT 1219 1219 REPAIRS & MAINTENANCE 366 196 88 82 4082172 3354334 404706 323132 876091 575965 74282 735598 1182237 22299424 0 110000 27113 14400 14787544 15598905 111145 184990 17058412 39519282 298495 68064 2638076 3528046 0 50000 2936571 3646110 X 10404494 11292263 3717347 24580909 14121841 35873172 17058412 39519282 20245693 1505638 0 X 0 1 X 1 0 X 3711995 2205449 1709376 3142922 2429035 13198777 3711995 2205449 1709376 3142922 2429035 13198777 6168980 7029797 453052 373507 381450 338974 370734 1917717 15116494 0.46500 0.42870 X SCHEDULE A, PART VI, LIST OF UNUSUAL GRANTS: DESCRIPTION: MULTI-YEAR CASH GRANT DATE: 06/25/24 AMOUNT: 21427983. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 6487940 10300 594987 482032 6611195 5712682 501000 405559 131301 6487940 6248813 1000 -507131 30000 5712682 5481208 100 1017505 250000 6248813 4853099 524025 137484 33400 5481208 0.66320 0.28190 0.05490 0 0 0 25785969 1505638 1505638 24280331 47534 47534 24327865 4034638 0 4034638 47534 47534 4082172 PART V, LINE 4: DONOR RESTRICTED ENDOWMENT ASSETS ARE HELD IN PERPETUITY AND INVESTED IN AN ATTEMPT TO PROVIDE A STREAM OF FUNDING TO PROGRAMS SUPPORTED BY ITS ENDOWMENT WHILE SEEKING TO MAINTAIN THE PURCHASING POWER OF THE ENDOWED ASSETS. TEMPORARY ENDOWMENT FUNDS ARE SPENT TO SUPPORT THE PROGRAM DESIGNATED BY THE DONOR. BOARD DESIGNATED ASSETS ARE UNRESTRICTED AND CURRENTLY SET ASIDE TO SUPPORT THE RESEARCH PROGRAMS AND AWARDS. 1 MAYO CLINIC ROCHESTER 200 FIRST STREET SW ROCHESTER MN 55905 416011702 501(C)(3) 350000 0 PINNACLE RESEARCH AWARD, AASLD FOUNDATION GUPTA FAMILY PILOT RESEARCH AWARD IN PSC RESEARCH BAYLOR COLLEGE OF MEDICINE ONE BAYLOR PLAZA HOUSTON TX 770303411 741613878 501(C)(3) 300000 0 PINNACLE RESEARCH AWARD WEILL MEDICAL COLLEGE OF CORNELL UNIVERSITY 1300 YORK AVENUE NEW YORK NY 10065 131623978 501(C)(3) 300000 0 PINNACLE RESEARCH AWARD THE REGENTS OF THE UNIVERSITY OF CALIFORNIA SAN FRANCISCO 1855 FOLSOM STREET SUITE 425 SAN FRANCISCO CA 94143 946036493 501(C)(3) 250000 0 CLINICAL, TRANSLATIONAL, AND OUTCOMES RESEARCH AWARD IN LIVER DISEASES; FRANK J. TUSA PILOT AWARD IN HE RESEARCH THE OHIO STATE UNIVERSITY - OFFICE OF SPONSORED PROGRAMS 2650 KENNY ROAD COLUMBUS OH 432101016 316025986 501(C)(3) 200000 0 CLINICAL, TRANSLATIONAL, AND OUTCOMES RESEARCH AWARD IN LIVER DISEASES THE TRUSTEES OF COLUMBIA UNIVERSITY IN THE CITY OF NEW YORK 615 WEST 131ST STREET 3RD FLOOR NEW YORK NY 10027 135598093 501(C)(3) 200000 0 CLINICAL, TRANSLATIONAL, AND OUTCOMES RESEARCH AWARD IN LIVER DISEASES TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA 3451 WALNUT STREET 5TH FLOOR FRANKLIN BUILDING PHILADELPHIA PA 191046205 231352685 501(C)(3) 200000 0 CLINICAL, TRANSLATIONAL, AND OUTCOMES RESEARCH AWARD IN LIVER DISEASES UNIVERSITY OF UTAH 201 S PRESIDENTS CIRCLE ROOM 159 SALT LAKE CITY UT 84112 876000525 501(C)(3) 200000 0 CLINICAL, TRANSLATIONAL, AND OUTCOMES RESEARCH AWARD IN LIVER DISEASES THE BOARD OF TRUSTEES OF THE LELAND STANFORD JUNIOR UNIVERSITY 485 BROADWAY MAIL CODE 8838 REDWOOD CITY CA 94063 941156365 501(C)(3) 100000 0 BRIDGE AWARD BOARD OF REGENTS OF THE UNIVERSITY OF WISCONSIN SYSTEM 432 N LAKE STREET MADISON WI 53706 371625460 501(C)(3) 50000 0 PILOT RESEARCH AWARD IN LIVER DISEASES REGENTS OF THE UNIVERSITY OF MICHIGAN 5082 WOLVERINE TOWER 3003 SOUTH STATE STREET ANN ARBOR MI 481091287 386006309 501(C)(3) 50000 0 PILOT RESEARCH AWARD IN LIVER DISEASES CINCINNATI CHILDREN'S HOSPITAL MEDICAL CENTER 3333 BURNET AVENUE CINCINNATI OH 45229 310833936 501(C)(3) 20000 0 AUTOIMMUNE LIVER DISEASES EXPLORATORY RESEARCH AWARD 12 0 PART I, LINE 2: RECIPIENTS MUST BE ENROLLED AS A GI AND/OR HEPATOLOGY FELLOW OR TRAINEE IN AN ACCREDITED ADULT OR PEDIATRIC TRANSPLANT HEPATOLOGY PROGRAM. AASLD FOUNDATION PROVIDES GRANTS TO INSTITUTIONS TO SUPPORT THE RESEARCH WORK AND EDUCATION OF THE FELLOW OR TRAINEE. AASLD RECEIVES INTERIM PROGRESS AND FISCAL REPORTS FROM THE RECIPIENT REGARDING USE OF FUNDS. 0 0 0 0 0 0 0 0 0 MATTHEW D'UVA CHIEF EXECUTIVE OFFICER 0 510896 0 101000 0 0 0 54035 0 35000 0 700931 0 0 JULIE DEAL EXECUTIVE DIRECTOR 0 276028 0 13369 0 0 0 28919 0 20000 0 338316 0 0 MARJORIE BYNUM CHIEF OF STAFF 0 232844 0 11357 0 0 0 24567 0 10000 0 278768 0 0 MUKARAB ISLAM VP, FINANCE AND ADMINISTRATION 0 179935 0 9493 0 0 0 20535 0 13000 0 222963 0 0 PART I, LINE 3 AASLD FOUNDATION RELIES ON A RELATED ORGANIZATION, AASLD, TO DETERMINE COMPENSATION. AASLD USES THE FOLLOWING TO ESTABLISH COMPENSATION: - INDEPENDENT COMPENSATION CONSULTANT - FORM 990 OF OTHER ORGANIZATIONS - COMPENSATION SURVEY AND STUDY - APPROVAL BY THE GOVERNING BOARD OR COMPENSATION COMMITTEE FORM 990, PART VI, SECTION A, LINE 6 THERE IS ONE VOTING MEMBER OF THE CORPORATION, THE AMERICAN ASSOCIATION FOR THE STUDY OF LIVER DISEASES (AASLD). FORM 990, PART VI, SECTION A, LINE 7A AASLD HAS THE POWER TO APPOINT THE MEMBERS OF THE BOARD OF TRUSTEES. FORM 990, PART VI, SECTION A, LINE 7B AASLD HAS THE POWER TO ALTER, AMEND OR REPEAL THE BYLAWS OF THE CORPORATION OR TO ADOPT NEW BYLAWS. FORM 990, PART VI, SECTION B, LINE 11B AFTER BEING PREPARED BY AASLD FOUNDATION'S OUTSIDE ACCOUNTANTS, THE FORM 990 IS REVIEWED BY SENIOR MANAGEMENT AND OUTSIDE LEGAL COUNSEL. IT IS THEN PROVIDED TO THE AASLD FOUNDATION BOARD OF TRUSTEES AND THE AASLD GOVERNING BOARD FOR REVIEW BEFORE FILING. FORM 990, PART VI, SECTION B, LINE 12C A CONFLICT OF INTEREST DISCLOSURE FORM IS COMPLETED BY ALL MEMBERS OF THE BOARD OF TRUSTEES, COMMITTEES, AND TASK FORCES UPON NOMINATION AND/OR APPOINTMENT. THE FORM IS UPDATED THEREAFTER, AS NECESSARY, DURING EACH PERSON'S TENURE OF OFFICE. COMMITTEE CHAIRS MAKE FORMS AVAILABLE AT ALL MEETINGS. IF IT IS DETERMINED THAT A CONFLICT EXISTS, THE BOARD OF TRUSTEES ADVISES THE TRUSTEE TO TAKE ACTIONS INCLUDING THE FOLLOWING POSSIBLE ACTIONS: - DIVEST OR RESIGN FROM THE CONFLICT IN QUESTION; - ABSTAIN FROM DISCUSSION AND VOTING ON MATTERS INVOLVING THE CONFLICT; OR - RECUSE HIM/HERSELF FROM PARTICIPATING IN SUCH MATTERS. FORM 990, PART VI, SECTION B, LINE 15 AASLD FOUNDATION RELIES ON A RELATED ORGANIZATION, AASLD, TO DETERMINE COMPENSATION. AASLD PERFORMS ANNUAL SALARY REVIEWS FOR EACH STAFF POSITION AND ADJUSTS COMPENSATION LEVELS AS NECESSARY. ANNUAL COMPENSATION SURVEYS ARE PERFORMED BY OUTSIDE CONSULTANTS EVERY TWO TO THREE YEARS. THE GOVERNING BOARD APPROVES/ADJUSTS THE CEO'S SALARY. THE CEO'S PERFORMANCE AND SALARY REVIEW ARE NOTED IN A LETTER FROM THE PRESIDENT OF AASLD TO THE CEO WITH A COPY TO THE ENTIRE GOVERNING BOARD. A COPY OF THE LETTER, ALONG WITH THE RELATED SUPPORTING DOCUMENTS, ARE IN THE CEO'S PERSONNEL FILE. THE CEO'S COMPENSATION WAS LAST REVIEWED IN JUNE 2024. AASLD PERFORMS ANNUAL SALARY REVIEWS FOR EACH STAFF POSITION AND ADJUSTS COMPENSATION LEVELS AS NECESSARY. ANNUAL COMPENSATION SURVEYS ARE PERFORMED BY OUTSIDE CONSULTANTS EVERY TWO TO THREE YEARS. THE CEO APPROVES STAFF SALARY. STAFF SALARY DETERMINATION IS COMMUNICATED WITH STAFF ALONG WITH WRITTEN PERFORMANCE EVALUATION, WHICH IS CONDUCTED AT YEAR-END. INDIVIDUAL MEMORANDUMS FROM THE CEO TO INDIVIDUAL STAFF, COMMUNICATING THE SALARY CHANGE AND THE POSITION GRADE, ARE GIVEN TO INDIVIDUAL STAFF MEMBERS. COPIES OF THESE MEMORANDUMS ARE IN INDIVIDUALS' PERSONNEL FILES. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE UPON RECEIPT OF A BONAFIDE REQUEST. THE CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE ALSO AVAILABLE ON THE ORGANIZATION'S WEBSITE. AMERICAN ASSOCIATION FOR THE STUDY OF LIVER DISEASES 1001 NORTH FAIRFAX STREET SUITE 400 ALEXANDRIA VA 22314 237373091 PREVENT AND CURE LIVER DISEASES VA 501(C)(3) LINE 10 N/A 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0