2024-06-18T15:35:22-05:00 2023-12-31 232896692 BBD LLP 1835 MARKET STREET SUITE 300 PHILADELPHIA PA 19103 990 2023-01-01 421182936 AMERICAN SOCIETY OF TRANSPLANTATION AMER 8564399986 1000 ATRIUM WAY 400 MOUNT LAUREL NJ 08054 DR DAVID FOLEY PRESIDENT-ELECT 8564399986 2024-06-18 1 DR DAVID FOLEY 999009999 0 MELISSA DUNN P01278330 2155677770 2024-06-18 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z DR DAVID FOLEY 1000 ATRIUM WAY 400 MOUNT LAUREL NJ 08054 12019854 0 X WWW.MYAST.ORG X 1982 IA ADVANCING THE FIELD OF TRANSPLANTATION AND IMPROVING PATIENT CARE. 14 14 23 305 166556 113863 1204758 1158593 4139593 4597999 656401 472386 0 0 6000752 6228978 1064317 1243590 0 0 1805382 2085135 0 0 269911 3195574 3668216 6065273 6996941 -64521 -767963 20656698 21870795 2137478 1925347 18519220 19945448 X AST IS A DIVERSE ORGANIZATION DEDICATED TO ADVANCING THE FIELD OF TRANSPLANTATION AND IMPROVING PATIENT CARE BY PROMOTING RESEARCH, EDUCATION, ADVOCACY, ORGAN DONATION, AND SERVICE TO THE COMMUNITY THROUGH A LENS OF EQUITY AND INCLUSION. 0 0 2858109 4243556 EDUCATIONAL AND SPECIAL INTEREST PROGRAMS - AST'S EDUCATIONAL PROGRAMS PROVIDE A FORUM FOR EXCHANGE AND DISSEMINATION OF SCIENTIFIC INFORMATION IN ORGAN TRANSPLANTATION. AST HOLDS CONFERENCES, WORKSHOPS, AND OTHER IN-PERSON AND VIRTUAL MEETINGS TO EXCHANGE DATA ABOUT THE LATEST RESEARCH AND TREATMENT OUTCOMES WHILE GIVING ATTENDEES AN OPPORTUNITY TO INTERACT WITH COLLEAGUES. ONLINE EDUCATION ACTIVITIES ALLOW TRANSPLANT PROFESSIONALS TO ACCESS IMPORTANT INFORMATION IN AN ON-DEMAND FORMAT. AST OFFERS A NUMBER OF LIVE AND ON-DEMAND ACTIVITIES ANNUALLY. 1303590 1243590 RESEARCH GRANTS AND CAREER DEVELOPMENT AWARDS - RESEARCH AND RECOGNIZING MEMBER DEVELOPMENT ARE AMONG AST'S HIGHEST PRIORITIES. ANNUALLY THE AST PROVIDES FUNDING FOR PROMISING RESEARCH THAT IS INTENDED TO ADVANCE THE FIELD OF TRANSPLANTATION. THE SOCIETY ALSO SUPPORTS ITS MEMBERS THROUGH 6 TO 10 CAREER DEVELOPMENT AWARDS THAT ARE AWARDED EACH YEAR. 573897 ADVOCACY - AST HAS BEEN INSTRUMENTAL IN ASSISTING FEDERAL AND STATE PUBLIC POLICY DECISION-MAKERS IN CRAFTING AND FORMATION OF A VARIETY OF LEGISLATIVE REGULATORY INITIATIVES RELATING TO THE INTERESTS OF THE TRANSPLANT PROFESSIONAL COMMUNITY IN ALL SOLID ORGAN TRANSPLANTATION SPECIALTIES INCLUDING ADVANCING AST'S PATIENT-FOCUSED ADVOCACY PROGRAM. 260599 354443 FELLOWSHIP TRAINING AND OTHER - TO SUPPORT TRAINING OF THE NEXT GENERATION OF TRANSPLANT NEPHROLOGISTS, THE AST TRANSPLANT NEPHROLOGY FELLOWSHIP TRAINING ACCREDITATION PROGRAM ACCREDITS INSTITUTIONS THAT HAVE DEVELOPED PROGRAMS TO PROVIDE SPECIALTY RENAL TRANSPLANT TRAINING. AS A RESULT OF THE PROGRAM'S APPROVAL BY THE ORGAN PROCUREMENT TRANSPLANT NETWORK (OPTN), GRADUATES OF ACCREDITED RENAL TRANSPLANT FELLOWSHIP PROGRAMS ARE QUALIFIED TO LEAD OPTN APPROVED RENAL TRANSPLANT PROGRAMS. THE GOAL OF AST'S ACCREDITATION PROGRAM IS TO PROVIDE A BASIS FOR THE STANDARDIZATION OF TRANSPLANT TRAINING AND A METHOD OF UNIFORM DOCUMENTATION OF EDUCATION FOR THOSE WHO WISH TO LEAD RENAL TRANSPLANT PROGRAMS WITH THE GOAL OF ACHIEVING THE BEST OUTCOMES FOR PATIENTS. 260599 354443 4996195 1 1 0 1 0 0 0 0 0 1 1 0 0 0 1 1 1 0 0 0 1 1 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 27 0 1 23 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 14 14 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 AL AK AR CA CO CT FL GA HI IL KS KY MI ME MD MA MN MS NV NH NJ NM NY NC ND OH OK OR PA RI SC TN UT VA WA WV WI DC X X THE ORGANIZATION 8564399986 1000 ATRIUM WAY 400 MOUNT LAUREL NJ 08054 DR JOSHUA LEVITSKY PRES-ELECT (JAN-MAY) PRES (JUNE-DEC) 12.00 X X 0 0 0 DR DEEPALI KUMAR PRES JAN-MAY PAST-PRES (JUNE-DEC) 6.00 X X 0 0 0 DR JOHN GILL PAST-PRES (JAN-MAY) 6.00 X X 0 0 0 DR JON KOBASHIGAWA SECRETARY (JAN-MAY) PRES-ELECT (JUNE-DEC) 2.00 X X 0 0 0 DR NICOLE TURGEON SECRETARY (JUNE-DEC) 2.00 X X 0 0 0 DR DAVID FOLEY TREASURER 2.00 X X 0 0 0 DR MARIE CHISOLM-BURNS AT-LARGE 2.00 X 0 0 0 DR MANDY FORD AT-LARGE 2.00 X 0 0 0 DR VINEETA KUMAR AT-LARGE 2.00 X 0 0 0 DR BURNETT KELLY AT-LARGE (JAN-MAY) 2.00 X 0 0 0 LINDA OHLER MSN AT-LARGE (JAN-MAY) 2.00 X 0 0 0 DR SEAN PINNEY AT-LARGE (JAN-MAY) 2.00 X 0 0 0 DR ANNE DIPCHAND AT-LARGE 2.00 X 0 0 0 DR RAYMUND RAZONABLE AT-LARGE 2.00 X 0 0 0 DR DEIRDRE SAWINSKI AT-LARGE 2.00 X 0 0 0 DR MATTHEW COOPER AT-LARGE (JUNE-DEC) 2.00 X 0 0 0 DR JOHN FRIEDEWALD AT-LARGE (JUNE-DEC) 2.00 X 0 0 0 DR SHELLEY HALL AT-LARGE (JUNE-DEC) 2.00 X 0 0 0 MS SHANDIE COVINGTON CHIEF EXECUTIVE OFFICER 50.00 X 256666 0 15751 MS JOANN GWYNN CHIEF DEVELOPMENT OFFICER 50.00 X 187076 0 13425 MR CHAD WALLER ASSOCIATE EXECUTIVE DIRECT 50.00 X 123517 0 21770 JENNIFER D GILLEPSIE DIRECTOR OF MEETINGS 50.00 X 101422 0 0 SHAUNA L O'BRIEN DIRECTOR OF COMM & MARKETING 50.00 X 110132 0 0 778813 0 50946 5 0 1 0 POLSINELLI 3900 OLIVER STREET BOSTON MA 02110 CONSULTING SERVICES 255074 1 1158593 1158593 MEMBERSHIP DUES 900099 1794271 1794271 MEETINGS & EDUC PROJ 900099 1136597 318852 46995 770750 JOINT VENTURES INCOME 900099 802144 802144 JOURNAL INCOME 900099 334794 309770 25024 PARTNER CONNECT 900099 175750 175750 354443 259906 94537 4597999 411496 411496 5851766 5790876 60890 60890 60890 6228978 3660693 166556 1243136 33250 33250 1183590 1183590 26750 26750 618206 457472 136006 24728 1167419 863889 256833 46697 25132 18598 5529 1005 132246 97862 29095 5289 142132 105178 31269 5685 338537 240000 98537 439500 51030 382698 5772 30976 15321 8655 7000 41113 12568 28545 236440 11146 140645 84649 24018 3442 14403 6173 2076325 1624158 369254 82913 62389 62389 46882 17030 29852 JOURNAL SUBSCRIPTIONS 187200 187200 MISCELLANEOUS 164336 27211 137125 ACCREDITATION EXPENSE 20500 20500 6996941 4996195 1730835 269911 591443 611725 1388727 1462968 215000 220000 1237136 1323588 531987 735770 581481 395963 75574 185518 15917244 16807978 699587 523248 20656698 21870795 431133 527273 1312891 1068453 393454 329621 2137478 1925347 X 17065099 18600897 1454121 1344551 18519220 19945448 20656698 21870795 -767963 2194192 0 X 0 1 X 1 0 X 1404936 1805273 1829370 1797258 1929343 8766180 1404936 1805273 1829370 1797258 1929343 8766180 4276370 4489810 477466 328971 357778 333071 411496 1908782 83799 109238 125420 190572 127515 636544 11311506 15926564 0.39690 0.42500 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 347076 379862 444309 483229 1654476 2481714 240000 240000 240000 240000 960000 86769 94966 111077 120807 413619 620429 14579027 60831 2225651 1325000 15540509 17637667 61846 -2831148 289338 14579027 15800354 705203 1507110 375000 17637667 13323114 844858 2039982 407600 15800354 10728007 440637 2557470 403000 13323114 0.95000 0.05000 0 0 581481 395963 185518 185518 OPERATING LEASE OBLIGATION 329621 329621 X 8324633 2194192 -98537 2095655 6228978 0 6228978 6898405 0 6898405 98537 98537 6996942 PART V, LINE 4: INCOME FROM THE ENDOWMENT FUNDS SUPPORTS CORE AST PROGRAMS. PART X, LINE 2: GAAP REQUIRES ENTITIES TO EVALUATE, MEASURE, RECOGNIZE AND DISCLOSE ANY UNCERTAIN INCOME TAX POSITIONS TAKEN ON THEIR TAX RETURNS. GAAP PRESCRIBES A MINIMUM THRESHOLD THAT A TAX POSITION IS REQUIRED TO MEET IN ORDER TO BE RECOGNIZED IN THE CONSOLIDATED FINANCIAL STATEMENTS. AST AND TNFTAP BELIEVE THAT THEY HAD NO UNCERTAIN TAX POSITIONS AS DEFINED IN GAAP. PART XI, LINE 2D - OTHER ADJUSTMENTS: INVESTMENT MANAGEMENT FEES -98,537. 0 NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES GRANTS TO RECIPIENTS IN RECOGNITION AND GRATITUDE OF THE TIME AND DEDICATION OF THE EXECUTIVE COMMITTEE MEMBER. 26750 0 0 0 0 0 0 26750 0 26750 NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES IN RECOGNITION AND GRATITUDE FOR THE TIME AND DEDICATION OF AST EXECUTIVE COMMITTEE MEMBER. 24250 0 0 1 0 0 0 0 0 0 PART I, LINE 2: AST DETERMINES THE ALLOCATION OF RESEARCH GRANT FUNDS THROUGH ITS GRANT APPLICATION PROCESS. APPLICANTS PROVIDE A DETAILED PROPOSAL, AND A DIVERSE COMMITTEE OF EXPERTS REVIEWS/SCORES EACH PROPOSAL USING ESTABLISHED SCORING CRITERIA. GRANT RECIPIENTS MUST SIGN A LETTER OF AGREEMENT OUTLINING THE TERMS OF THE GRANT FUNDING. AST REQUIRES GRANT RECIPIENTS TO CONFIRM QUARTERLY THAT THEY STILL MEET THE GRANT CRITERIA BEFORE PAYMENTS ARE ISSUED. EACH GRANT RECIPIENT IS ALSO REQUIRED TO SUBMIT AN INTERIM REPORT TO DEMONSTRATE PROGRESS. A FINAL REPORT IS REQUESTED OF THE GRANT RECIPIENT ONCE THE GRANT PERIOD HAS ENDED. 1 RESEARCH GRANTS & CAREER DEVELOPMENT AWARDS 19 1183590 FMV PART I, LINE 2: AST DETERMINES THE ALLOCATION OF RESEARCH GRANT FUNDS THROUGH ITS GRANT APPLICATION PROCESS. APPLICANTS PROVIDE A DETAILED PROPOSAL, AND A DIVERSE COMMITTEE OF EXPERTS REVIEWS/SCORES EACH PROPOSAL USING ESTABLISHED SCORING CRITERIA. GRANT RECIPIENTS MUST SIGN A LETTER OF AGREEMENT OUTLINING THE TERMS OF THE GRANT FUNDING. AST REQUIRES GRANT RECIPIENTS TO CONFIRM QUARTERLY THAT THEY STILL MEET THE GRANT CRITERIA BEFORE PAYMENTS ARE ISSUED. EACH GRANT RECIPIENT IS ALSO REQUIRED TO SUBMIT AN INTERIM REPORT TO DEMONSTRATE PROGRESS. A FINAL REPORT IS REQUESTED OF THE GRANT RECIPIENT ONCE THE GRANT PERIOD HAS ENDED. X X X 0 0 0 0 0 0 0 0 0 MS SHANDIE COVINGTON CHIEF EXECUTIVE OFFICER 256666 0 0 0 0 0 15593 0 158 0 272417 0 0 0 MS JOANN GWYNN CHIEF DEVELOPMENT OFFICER 187076 0 0 0 0 0 13029 0 396 0 200501 0 0 0 FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION HAS ONE CLASS OF VOTING MEMBERS. FORM 990, PART VI, SECTION A, LINE 7A FULL AND INTERNATIONAL MEMBERS HAVE THE RIGHT TO HOLD OFFICE ON THE COUNCIL AND SERVE ON COMMITTEES. FORM 990, PART VI, SECTION A, LINE 7B ALL FULL, INTERNATIONAL, AND TRAINEE MEMBERS HAVE THE RIGHT TO VOTE ON ALL MATTERS BROUGHT BEFORE THE GENERAL MEMBERSHIP, SUCH AS APPROVAL OF REVISIONS TO BYLAWS. FORM 990, PART VI, SECTION B, LINE 11B PRIOR TO ITS FILING WITH THE IRS, THE AUDIT COMMITTEE THOROUGHLY REVIEWS THE FORM 990 AND RECOMMENDS ITS APPROVAL TO THE BOARD OF DIRECTORS. A COPY OF THE FORM 990 IS PROVIDED TO EACH VOTING MEMBER OF THE COUNCIL FOR REVIEW BEFORE IT IS FILED WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C THE BOARD AND EVERY COMMITTEE REVIEWS THE SUMMARY OF INDIVIDUAL DISCLOSURES AND NOTES ANY AREAS OF BUSINESS. CONFLICTS OF INTEREST ARE ALSO MANAGED AND RESOLVED BY THE CONFLICT OF INTEREST COMMITTEE. FORM 990, PART VI, SECTION B, LINE 15 THE AST BOARD OF DIRECTORS TAKES ITS FIDUCIARY RESPONSIBILITY VERY SERIOUSLY. DURING THE ANNUAL BUDGETING PROCESS, THE AST BOARD UTILIZES A RIGOROUS METHOD FOR THE REVIEW AND APPROVAL OF THE AST'S SCOPE OF WORK, STAFFING MODEL AND ASSOCIATED STAFF COMPENSATION FOR THE EXECUTIVE STAFF AND THE REMAINING DIRECT LABOR STAFF WHO ARE EMPLOYEES OF AST. TO ENSURE THAT STAFF COMPENSATION IS APPROPRIATE, THE AST BOARD USES TWO SOURCES OF BENCHMARKING DATA: 1) THE AMERICAN SOCIETY OF ASSOCIATION EXECUTIVES, OPERATING RATIOS REPORT, A DESKTOP REFERENCE USED BY ASSOCIATION EXECUTIVES AND VOLUNTEER LEADERS FOR BENCHMARKING THE FINANCIAL AND OPERATIONAL PERFORMANCE OF THEIR ORGANIZATIONS AGAINST SIMILAR ORGANIZATIONS; AND, 2) COMPARABLE PERSONNEL AND OVERHEAD DATA MINED FROM THE FORM 990S OF RELATED ASSOCIATIONS. THE BOARD FULLY SUPPORTS TRANSPARENCY IN THE REPORTING OF THE EXECUTIVE STAFF'S COMPENSATION, WHICH INCLUDES THE EXECUTIVE DIRECTOR, ASSOCIATE EXECUTIVE DIRECTOR AND CHIEF DEVELOPMENT OFFICER. FORM 990, PART VI, SECTION C, LINE 19 COPIES OF THE ORGANIZATIONS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE PROVIDED UPON REQUEST. AST TRANSPLANT NEPHROLOGY FELLOWSHIP TRAINING ACCREDITATION PROGRAM LLC 1120 ROUTE 73 SUITE 200 MOUNT LAUREL NJ 08054 PROMOTES THE EDUCATION, TRAINING AND KNOWLEDGE OF RENAL TRANSPLANT PHYSICIAN IA 117469 139369 AMERICAN SOCIETY OF TRANSPLANTATION