2024-05-13T14:16:21-05:00 2023-06-30 410746749 CLIFTONLARSONALLEN LLP 2210 EAST ROUTE 66 GLENDORA CA 91740 990 2022-07-01 521219359 SOCIETY OF AMERICAN GASTROINTESTINAL AND ENDOSCOPIC SURGEONS INC SOCI 3104370544 11300 W OLYMPIC BLVD 600 LOS ANGELES CA 90064 SALLIE MATTHEWS EXECUTIVE DIRECTOR 3104370544 2024-05-10 1 SALLIE MATTHEWS 999009999 0 MEI-LI HUANG P02383735 6268577300 2024-05-10 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z SALLIE MATTHEWS 11300 W OLYMPIC BLVD 600 LOS ANGELES CA 90064 10497108 0 X SAGES.ORG X 1982 CA INNOVATE, EDUCATE AND COLLABORATE TO IMPROVE PATIENT CARE. 49 49 0 906 800 0 2841164 2537303 8641600 6860699 404000 324016 132294 94946 12019058 9816964 1109273 584634 0 0 0 0 0 0 0 11381624 9175530 12490897 9760164 -471839 56800 10977334 11915192 1997825 2218133 8979509 9697059 TO IMPROVE THE QUALITY OF PATIENT CARE THROUGH HIGH QUALITY EDUCATION, RESEARCH, INNOVATION AND LEADERSHIP PRINCIPALLY IN GASTROINTESTINAL AND ENDOSCOPIC SURGERY. 0 0 THE ANNUAL MEETING WAS HELD VIRTUALLY IN AUGUST 2022, INVOLVING SURGEONS FROM THE U.S. AND MANY OTHER COUNTRIES, DESIGNED TO ENCOURAGE LEARNING, INSPIRATION AND COLLABORATION. 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GRANTS ARE AWARDED TO SURGEONS/UNIVERSITIES/HOSPITALS FOR RESEARCH. 0 1 0 1 0 0 0 0 1 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 33 0 1 0 0 0 0 0 0 0 0 0 0 0 X 49 49 0 1 0 0 1 1 1 1 1 0 0 1 1 1 1 0 0 0 0 0 CA X DALE DULLABAUN 3104370555 11300 W OLYMPIC BLVD LOS ANGELES CA 90064 X PATRICIA SYLLA PRESIDENT 8.00 X X 0 0 0 CHRISTOPHER SCHLACHTA PRESIDENT-ELECT 3.00 X X 0 0 0 JON GOULD 1ST VICE PRESIDENT 3.00 X X 0 0 0 DANA TELEM 2ND VICE PRESIDENT 3.00 X X 0 0 0 BRENT MATTHEWS SECRETARY 3.00 X X 0 0 0 ROBERT LIM TREASURER 5.00 X X 0 0 0 JOHN MELLINGER IMMEDIATE PAST PRESIDENT 3.00 X 0 0 0 HORACIO ASBUN BOARD MEMBER 1.00 X 0 0 0 ROBERT FANELLI BOARD MEMBER 1.00 X 0 0 0 JEFFREY MARKS BOARD MEMBER 1.00 X 0 0 0 JAMES ROSSER JR BOARD MEMBER 1.00 X 0 0 0 PARESH SHAH BOARD MEMBER 1.00 X 0 0 0 MARK TALAMINI BOARD MEMBER 1.00 X 0 0 0 LEENA KHAITAN BOARD MEMBER 1.00 X 0 0 0 DAVID URBACH BOARD MEMBER 1.00 X 0 0 0 LIANE FELDMAN BOARD MEMBER 1.00 X 0 0 0 AURORA PRYOR BOARD MEMBER 1.00 X 0 0 0 JOHN ROMANELLI BOARD MEMBER 1.00 X 0 0 0 DEAN MIKAMI BOARD MEMBER 1.00 X 0 0 0 JAMES KORNDORFFER BOARD MEMBER 1.00 X 0 0 0 S SCOTT DAVIS JR BOARD MEMBER 1.00 X 0 0 0 E MATTHEW RITTER BOARD MEMBER 1.00 X 0 0 0 ANDREW WRIGHT BOARD MEMBER 1.00 X 0 0 0 KEVIN REAVIS BOARD MEMBER 1.00 X 0 0 0 MELINA VASSILIOU BOARD MEMBER 1.00 X 0 0 0 DENISE GEE BOARD MEMBER 1.00 X 0 0 0 JOSE MARTINEZ BOARD MEMBER 1.00 X 0 0 0 ADNAN ALSEIDI BOARD MEMBER 1.00 X 0 0 0 MICHAEL AWAD BOARD MEMBER 1.00 X 0 0 0 SHAWN TSUDA BOARD MEMBER 1.00 X 0 0 0 OZANAN MEIRELES BOARD MEMBER 1.00 X 0 0 0 MATTHEW KROH BOARD MEMBER 1.00 X 0 0 0 MICHAEL UJIKI BOARD MEMBER 1.00 X 0 0 0 ERIC PAULI BOARD MEMBER 1.00 X 0 0 0 JONATHAN DORT BOARD MEMBER 1.00 X 0 0 0 SHANEETA JOHNSON BOARD MEMBER 1.00 X 0 0 0 KEVIN EL-HAYEK BOARD MEMBER 1.00 X 0 0 0 REBECCA PETERSEN BOARD MEMBER 1.00 X 0 0 0 ALIA QURESHI BOARD MEMBER 1.00 X 0 0 0 MARYLISE BOUTROS BOARD MEMBER 1.00 X 0 0 0 JAISA OLASKY BOARD MEMBER 1.00 X 0 0 0 JACOB GREENBERG BOARD MEMBER 1.00 X 0 0 0 ROSS GOLDBERG BOARD MEMBER 1.00 X 0 0 0 CHRISTOPHER DUCOIN BOARD MEMBER 1.00 X 0 0 0 CARLA PUGH BOARD MEMBER 1.00 X 0 0 0 CAITLIN HALBERT BOARD MEMBER 1.00 X 0 0 0 ANKIT PATEL BOARD MEMBER 1.00 X 0 0 0 MARIA ALTIERI BOARD MEMBER 1.00 X 0 0 0 BETHANY SLATER BOARD MEMBER 1.00 X 0 0 0 0 0 0 0 0 0 0 0 2537303 2537303 REGISTRATION 611710 2212041 2212041 FLS REVENUE 611710 1962357 1962357 MEMBERSHIP DUES 611710 1149905 1149905 FSE REVENUE 611710 814945 814945 FEES 611710 604050 604050 117401 117401 6860699 296833 296833 707327 680144 27183 27183 27183 CST (VAT) 900099 50000 50000 HOUSING REBATES 900099 39846 39846 BUSINESS START UP 900099 4300 4300 800 800 94946 9816964 6954845 800 324016 X 554634 30000 2498151 25151 20372 67494 1442814 55850 182517 489101 49114 598956 420249 75000 1338 43582 AUDIO/VISUAL 766872 ALL OTHER EXPENSES 578890 PROJECT MANAGEMENT AND 445393 FOOD/BEVERAGE 434877 979809 9760164 585866 234380 10207 644543 1089875 274638 182286 74923 74301 9248350 10155554 12331 10093 126476 168703 10977334 11915192 1161080 1715118 836745 503015 1997825 2218133 X 8868070 9585620 111439 111439 8979509 9697059 10977334 11915192 56800 660750 0 X 0 0 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 0 0 6775018 907203 7682221 8089411 -1314393 6775018 5804977 2284434 8089411 5804419 66011 5870430 5804419 360308 3859 6160868 0.98770 0.01230 0 0 0 X PART V, LINE 4: INCOME FROM FUND IS USED FOR ANNUAL RESEARCH LECTURE. 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SAGES FILES AN EXEMPT RETURN AND APPLICABLE UNRELATED BUSINESS INCOME TAX RETURN IN THE U.S. FEDERAL JURISDICTION AND WITH THE CALIFORNIA FRANCHISE TAX BOARD. 0 CANADA 0 0 GRANTS GIVEN N/A 30000 0 0 0 0 0 0 30000 0 30000 NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES RESEARCH 30000 CHECK 0 0 0 0 0 0 0 PART I, LINE 2: RECIPIENTS OF GRANTS ARE REQUIRED TO PROVIDE WRITTEN REPORTS EXPLAINING USES OF FUNDS AND RESULTS. PART III ACCOUNTING METHOD: 1 SOCIETY OF UNIVERSITY SURGEONS 11300 WEST OLYMPIC BLVD SUITE 600 LOS ANGELES CA 90064 132903051 501(C)3 8000 0 RESEARCH VARIA VENTURES MANAGEMENT COMPANY LLC 50 FOUNTAIN PLAZA SUITE 450 BUFFALO NY 14202 321081669 501(C)3 75000 0 RESEARCH ARBORMETRIX 339 E LIBERTY ST SUITE 210 ANN ARBOR MI 48104 451535839 501(C)3 73800 0 RESEARCH ATLANTA GENERAL AND BARIATRIC SURGERY 630 HOSPITAL PKWY STE 150 JOHNS CREEK GA 30097 460797514 501(C)3 17500 0 RESEARCH BARIATRIC MEDICINE INSTITUTE 1046 EAST 100 SOUTH SALT LAKE CITY UT 84012 273858690 501(C)3 33046 0 RESEARCH BLOSSOM BARIATRICS 7385 S PECOS RD SUITE 101 LAS VEGAS NV 89120 262840754 501(C)3 9200 0 RESEARCH HB HEALTH PLLC 1101 W ROSEDALE ST SUITE 1 FORTH WORTH TX 76104 161946693 501(C)3 15750 0 RESEARCH NORTHWEST WEIGHT & WELLNESS CENTER 125 130TH STREET SE 1ST FLOOR EVERETT WA 98208 148769380 501(C)3 29750 0 RESEARCH THE ICHAN SCHOOL OF MED AT MT SINAI DEPT OF SURGERY BOX 1259 1 GUSTAV L LEVY PLACE NEW YORK NY 10029 136171197 501(C)3 114289 0 RESEARCH 9 PART I, LINE 2: RECIPIENTS ISSUE WRITTEN REPORTS THAT ARE REVIEWED BY THE SAGES RESEARCH COMMITTEE. FORM 990, PART VI, SECTION A, LINE 3 THE MANAGEMENT OF THE SOCIETY IS OUT-SOURCED TO BSC MANAGEMENT. BSC HANDLES THE DAY TO DAY ACTIVITIES OF THE SOCIETY INCLUDING MEMBERSHIP, PLANNING AND IMPLEMENTING THE ANNUAL SCIENTIFIC MEETING, THE TRAINING PROGRAMS, AND ALL ASPECTS OF THE SOCIETY. THEY REPORT TO THE BOARD OF DIRECTORS. MANAGEMENT FEES FOR THIS SERVICE WAS $1,442,814 FOR THE YEAR ENDED JUNE 30, 2023. FORM 990, PART VI, SECTION A, LINE 6 THERE ARE FIVE TYPES OF VOTING MEMBERS: (1) ACTIVE, (2) ASSOCIATE ACTIVE, (3) SENIOR, (4) INTERNATIONAL, AND (5) CANDIDATE MEMBERS. NEW MEMBERS SHALL BE NOMINATED BY THE EXISTING MEMBERS OF THE SOCIETY. ONLY ACTIVE MEMBERS ARE ELIGIBLE FOR ELECTION TO OFFICE. FORM 990, PART VI, SECTION A, LINE 7A MEMBERS VOTE TO ELECT NOMINEES TO THE SAGES BOARD OF GOVERNORS, AS SET FOR IN THE BY-LAWS. 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FORM 990, PART VI, SECTION B, LINE 12C AT THE BEGINNING OF EVERY GOVERNANCE MEETING, WHICH TAKES PLACE ABOUT TWICE A YEAR, EVERY MEMBER PRESENT MUST COMPLETE A FORM THAT DISCLOSES ANY CONFLICT OF INTEREST. MONITORING IS DONE BY THE OFFICERS OF THE BOARD. FORM 990, PART VI, SECTION C, LINE 18 THE FORM 990 IS AVAILABLE UPON REQUEST. FORM 990, PART VI, SECTION C, LINE 19 THE CONFLICT OF INTEREST POLICY, FINANCIAL STATEMENTS AND GOVERNING DOCUMENTS ARE NOT GENERALLY MADE AVAILABLE TO THE PUBLIC, IF A REQUEST WAS RECEIVED, THE BOARD OF DIRECTOR WOULD EVALUATE AND MAKE A DETERMINATION AS TO WHETHER OR NOT TO PROVIDE. FORM 990, PART IX, LINE 11G PROJECT MANAGEMENT & STAFFING 624,866. TEST CENTER SITE COORDINATORS 362,000. ALL OTHER SERVICE FEES 455,948. FORM 990, PART IX, LINE 24E SOCIAL EVENTS 280,410. WEB MAINTENANCE 233,502. SLEEVE GASTRECTOMY STUDY 182,346. OWLS, BSC FEES/OTHER EXP 156,000. CONTRACTED SPECIALIST 127,551. SAGES EDUCATIONAL AND RESEARCH FOUNDATION 11300 W OLYMPIC BLVD LOS ANGELES CA 90064 954689582 ADVANCE MINIMAL ACCESS SURGICAL METHODS CA 501(C)(3) LINE 7 N/A 0 SAGES INGENUITY INC 11300 W OLYMPIC BLVD STE 600 LOS ANGELES CA 90064 920486445 EXPLORE OPTIONS FOR OTHER INCOME STREAMS CA SOCIETY OF AMERICAN GASTRO AND ENDOSCOPIC SURGEONS S 75000 1.00000 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 SAGES INGENUITY INC B 75000 BOOK VALUE