2024-03-13T11:36:36-05:00 2023-06-30 521392008 GELMAN ROSENBERG & FREEDMAN 4550 MONTGOMERY AVE SUITE 800N BETHESDA MD 208142930 990 2022-07-01 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 2024-03-13 1 MATTHEW DUVA 999009999 0 RICHARD J LOCASTRO CPA P00288314 3019519090 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z BRUCE A LUXON 1001 NORTH FAIRFAX STREET 400 ALEXANDRIA VA 22314 4781896 0 X WWW.AASLDFOUNDATION.ORG X 2013 VA SEE PART III, LINE 1 7 7 0 59 0 0 1709376 3142922 0 0 -378355 474595 0 0 1331021 3617517 1292716 1740369 0 0 633124 733736 0 0 410270 422051 841093 2347891 3315198 -1016870 302319 16329501 17058412 3367701 2936571 12961800 14121841 X TO INVEST IN INNOVATIVE HEPATOLOGY RESEARCH AND IN THE PEOPLE WHO STUDY AND TREAT LIVER DISEASE. 1 0 2129577 1740369 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. 130535 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. 98961 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. 90532 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. 90532 2449605 1 1 0 0 0 0 0 0 0 1 0 0 0 0 0 1 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 64 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 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 BRUCE A LUXON CHAIR 5.00 0.00 X X 15000 0 0 W RAY KIM VICE-CHAIR 5.00 5.00 X X 0 0 0 TAMAR H TADDEI TREASURER 5.00 5.00 X X 0 0 0 KIMBERLY ANN BROWN TRUSTEE 5.00 0.00 X 0 0 0 GUADALUPE GARCIA-TASO TRUSTEE 5.00 0.00 X 0 0 0 GRACE L SU TRUSTEE 5.00 5.00 X 0 0 0 SAUL J KARPEN TRUSTEE 5.00 5.00 X 0 0 0 MATTHEW D'UVA CEO 1.00 44.00 X 0 548225 80004 JULIE DEAL EXECUTIVE DIRECTOR 14.00 31.00 X 0 258283 45598 MUKARAB ISLAM VP, FINANCE & ADMINISTRATION 5.00 36.00 X 0 173406 31339 15000 979914 156941 0 0 1 0 0 1169900 1973022 3142922 338974 338974 1300000 1164379 135621 135621 135621 3617517 0 0 474595 1740369 1740369 190517 77929 67144 45444 209444 95927 72436 41081 56880 25841 18944 12095 169085 76533 55391 37161 107810 48746 35103 23961 15480 2125 3354 10001 34400 34400 41734 41734 247501 38400 28420 180681 24499 19726 276 4497 25541 3514 20266 1761 75223 46849 17169 11205 89334 43318 23980 22036 84968 80522 3297 1149 140105 97659 23735 18711 9070 9070 MEMBERSHIP DUES 52409 51850 149 410 STAFF DEVELOPMENT 492 174 318 REPAIRS & MAINTENANCE 337 123 137 77 3315198 2449605 455323 410270 578216 876091 707606 74282 897123 1182237 24653 27113 14121903 14787544 0 111145 16329501 17058412 108353 298495 3088485 2638076 170863 3367701 2936571 X 9021875 10404494 3939925 3717347 12961800 14121841 16329501 17058412 302319 857722 0 X 0 1 X 1 0 X 6754516 3711995 2205449 1709376 3142922 17524258 6754516 3711995 2205449 1709376 3142922 17524258 9183970 8340288 382245 453052 373507 381450 338974 1929228 19453486 0.42870 0.40870 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 5712682 501000 405559 131301 6487940 6248813 1000 -507131 30000 5712682 5481208 100 1017505 250000 6248813 4853099 524025 137484 33400 5481208 4551914 147750 213435 60000 4853099 0.66630 0.28570 0.04800 0 0 0 X 4433505 857722 857722 3575783 41734 41734 3617517 3273464 0 3273464 41734 41734 3315198 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. PART X, LINE 2: FOR THE YEAR ENDED JUNE 30, 2023, THE AASLD FOUNDATION HAS DOCUMENTED ITS CONSIDERATION OF FASB ASC 740-10, INCOME TAXES, THAT PROVIDES GUIDANCE FOR REPORTING UNCERTAINTY IN INCOME TAXES AND HAS DETERMINED THAT NO MATERIAL UNCERTAIN TAX POSITIONS QUALIFY FOR EITHER RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. 1 BOARD OF TRUSTEES OF THE UNIVERSITY OF ILLINOIS 809 SOUTH MARSHFIELD AVENUE M/C 551 CHICAGO IL 606127205 376000511 501(C)(3) 300000 0 PINNACLE RESEARCH AWARD ADMINISTRATORS OF THE TULANE EDUCATIONAL FUND 6823 ST CHARLES AVENUE NEW ORLEANS LA 70118 720423889 501(C)(3) 300000 0 PINNACLE RESEARCH AWARD CHILDREN'S HOSPITAL MEDICAL CENTER 3333 BURNET AVENUE MLC 4900 CINCINNATI OH 45229 310833936 501(C)(3) 300000 0 PINNACLE RESEARCH AWARD UNIVERSITY OF CALIFORNIA SAN DIEGO 9500 GILMAN DRIVE LA JOLLA CA 920930953 956006144 501(C)(3) 200000 0 CLINICAL, TRANSLATIONAL, AND OUTCOMES RESEARCH AWARD IN LIVER DISEASES UNIVERSITY OF TEXAS SOUTHWESTERN MEDICAL CENTER 5323 HARRY HINES BLVD MC9029 DALLAS TX 753909029 756002868 501(C)(3) 200000 0 CLINICAL, TRANSLATIONAL, AND OUTCOMES RESEARCH AWARD IN LIVER DISEASES MASSACHUSETTS GENERAL HOSPITAL 55 FRUIT STREET BOSTON MA 02114 042697983 501(C)(3) 100000 0 AFDHAL/MCHUTCHINSON LIVER AWARD TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA 3451 WALNUT ST 5TH FL FRANKLIN BUILDING PHILADELPHIA PA 191046205 231352685 501(C)(3) 50000 0 PILOT RESEARCH AWARD IN LIVER DISEASES YALE UNIVERSITY OFFICE OF SPONS PROJ PO BOX 1873 NEW HAVEN CT 06508 060646973 501(C)(3) 50000 0 AASLD FOUNDATION GUPTA FAMILY PILOT RESEARCH AWARD IN PSC RESEARCH REGENTS OF THE UNIVERSITY OF CALIFORNIA SAN FRANCISCO 1855 FOLSOM STREET SUITE 425 SAN FRANCISCO CA 94143 946036493 501(C)(3) 26000 0 ANA LOK ADVANCE/TRANSPLANT HEPATOLOGY UNIVERSITY OF PITTSBURGH 116 ATWOOD STREET SUITE 201 PITTSBURGH PA 15260 250965591 501(C)(3) 20000 0 AUTOIMMUNE LIVER DISEASES EXPLORATORY RESEARCH AWARD 10 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 CEO 0 447225 0 101000 0 0 0 45900 0 34104 0 628229 0 0 JULIE DEAL EXECUTIVE DIRECTOR 0 258283 0 0 0 0 0 25709 0 19889 0 303881 0 0 MUKARAB ISLAM VP, FINANCE & ADMINISTRATION 0 173406 0 0 0 0 0 18256 0 13083 0 204745 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 III, LINE 2 THE ORGANIZATION BEGAN THE LIVER LEADERS COUNCIL PROGRAM DURING THE YEAR. SEE PART II, LINE 4C FOR MORE DETAILED INFORMATION. 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 FEBRUARY 2023. 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