2025-09-25T07:36:41-05:00 2024-12-31 590548468 PURVIS GRAY & COMPANY LLP 222 NE 1ST ST GAINESVILLE FL 32601 990 2024-01-01 593520006 AMERICAN SOCIETY FOR METABOLIC AND BARIATRIC SURGERY FOUNDATION INC AMER 3523314900 14260 W NEWBERRY ROAD 418 NEWBERRY FL 326692765 KRISTIE KAUFMAN EXEC DIRECTOR 3523329100 2025-09-10 1 1 LISA M MAROUSKY CPA P01965450 3523782461 2025-09-17 2024 2025-03-06 01:10:19Z TREO FOUNDATION KRISTIE KAUFMAN 14260 W NEWBERRY ROAD 418 NEWBERRY FL 326692765 1122042 0 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. 11 11 2 150 0 0 353970 376440 0 0 48657 144455 -47097 -65833 355530 455062 54500 42000 0 0 200189 199698 0 0 53610 123615 110750 378304 352448 -22774 102614 1147021 1017259 269622 33300 877399 983959 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. 0 0 181542 42000 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. 181542 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 1 1 0 0 0 0 0 0 0 1 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 2 0 1 2 1 0 0 0 0 0 0 0 0 0 0 0 0 X 11 11 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 0 0 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 PAST PRESIDENT 1.00 X X 0 0 0 SANIEA MAJID MD PRESIDENT 10.00 X X 0 0 0 SHAINA ECKHOUSE MD DIRECTOR 1.00 X 0 0 0 NEIL FLOCH MD DIRECTOR THRU 6/24 1.00 X 0 0 0 CARLOS GALVANI MD SECRETARY/TREASURER 1.00 X X 0 0 0 OMAR M GHANEM MD DIRECTOR THRU 6/24 1.00 X 0 0 0 JANUARY A HILL MD DIRECTOR THRU 6/24 1.00 X 0 0 0 TAMMY KINDEL MD DIRECTOR 1.00 X 0 0 0 FARAH HUSAIN MD DIRECTOR THRU 6/24 1.00 X 0 0 0 SAMER MATTAR MD DIRECTOR 1.00 X 0 0 0 CHARLES E THOMPSON III MD DIRECTOR 1.00 X 0 0 0 PAMELA DAVIS RN DIRECTOR THRU 6/24 1.00 X 0 0 0 BENJAMIN CLAPP MD DIRECTOR THRU 6/24 1.00 X 0 0 0 CHARLOTTE HODGES MD DIRECTOR THRU 6/24 1.00 X 0 0 0 JOHN MORTON MD DIRECTOR BEG 6/24 1.00 X 0 0 0 RAUL ROSENTAHL MD DIRECTOR BEG 6/24 1.00 X 0 0 0 HELEN DAVIS MD DIRECTOR BEG 9/24 1.00 X 0 0 0 SARAH MUNTEL RD DIRECTOR BEG 9/24 1.00 X 0 0 0 KRISTIE KAUFMAN DIR/EXEC DIR '24 40.00 X 11364 159420 36418 MICHAEL VOTTA EXEC DIRECTOR-THRU 6/2024 40.00 X 81423 0 12213 92787 159420 48631 0 0 1 0 0 255876 120564 376440 16977 16977 628815 501337 127478 127478 127478 98840 255876 165643 -66803 -66803 MISCELLANEOUS INCOME 900099 970 970 970 455062 0 0 78622 31000 31000 11000 11000 105001 57750 10501 36750 74843 45506 29337 10274 6292 3982 9580 6843 2737 28500 28500 7324 7324 16070 16070 2070 2070 4736 4736 18586 6860 11726 9615 9615 4650 4650 266 266 8556 1711 1711 5134 STATE FEES/PERMITS 9774 9774 FOREIGN TAXES ON INVEST 374 374 COOKBOOK EXPENSE 229 229 352448 181542 117296 53610 92347 98496 31501 25933 5500 1000 5810 3963 2356 1558 1065 798 1010798 887069 1147021 1017259 34640 21900 110862 11400 15000 109120 269622 33300 X 877399 946178 37781 877399 983959 1147021 1017259 102614 3946 0 X 0 1 X 1 0 X 215178 306655 416049 353970 376440 1668292 215178 306655 416049 353970 376440 1668292 153578 1514714 17766 13873 14279 17557 16977 80452 322 322 970 970 1750036 334790 0.86550 0.87670 X 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 0 48781 11000 37781 0 20000 20000 20000 20000 20000 20000 1.00000 0 0 2356 1558 798 798 X 656553 3946 39600 165643 209189 447364 7324 374 7698 455062 549993 39600 165643 205243 344750 7324 374 7698 352448 PART V, LINE 4: IN 2024, TREO CARES RELIEF FUND WAS ESTABLISHED TO PROVIDE FINANCIAL ASSISTANCE TO ASMBS MEMBERS AND THEIR COMMUNITIES IN THE AFTERMATH OF A NATURAL DISASTER. PRIOR TO 2024, THE INTENDED USE FOR RESTRICTED FUNDS WAS FOR PATIENT EDUCATION RELATED TO SURGERY FOR MORBID OBESITY. PART X, LINE 2: 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. PART XI, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENTS EXPENSES 165,643. PART XI, LINE 4B - OTHER ADJUSTMENTS: TAXES - INVESTMENTS 374. PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENTS EXPENSES 165,643. PART XII, LINE 4B - OTHER ADJUSTMENTS: TAXES - INVESTMENTS 374. WALK FROM OBESITY 170876 170876 5558 1629 1666 74774 LEAD GALA 183840 85000 98840 2495 1642 20403 55620 1856 354716 255876 98840 2495 7200 22032 55620 1666 76630 165643 -66803 1 AMERICAN SOCIETY OF METABOLIC AND BARIATRIC SURGERY 14260 W NEWBERRY ROAD 418 NEWBERRY FL 326692765 521203109 501(C)(6) 31000 0 EDUCATION, RESEARCH 0 1 NATURAL DISASTER ASSISTANCE 4 11000 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. X 0 0 0 0 0 0 0 0 0 KRISTIE KAUFMAN DIR/EXEC DIR '24 0 159420 11364 0 0 0 0 25618 0 10800 11364 195838 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE EXECUTIVE DIRECTOR REVIEWS THE FORM 990. FORM 990, PART VI, SECTION B, LINE 12C ANNUALLY, ALL BOARD OF DIRECTORS ACKNOWLEDGE THE RECEIPT OF THE CONFLICTOF INTEREST POLICY AND THEIR RESPONSIBILITY TO DISCLOSE ANY REQUIREDITEMS. IF A CONFLICT EXISTS, THE BOARD MEMBER DOES NOT VOTE ON THE ISSUE. FORM 990, PART VI, SECTION B, 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, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS OF THE FOUNDATION ARE AVAILABLE TO THE PUBLIC UPON REQUEST.