2025-05-13T17:40:35-05:00 2024-06-30 410746749 CLIFTONLARSONALLEN LLP 2210 EAST ROUTE 66 GLENDORA CA 91740 990 2023-07-01 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 2025-05-13 1 1 MEI-LI HUANG P02383735 6268577300 2025-05-12 2023 2025-03-06 01:10:19Z SALLIE MATTHEWS 11300 W OLYMPIC BLVD 600 LOS ANGELES CA 90064 10374297 0 X SAGES.ORG X 1982 CA INNOVATE, EDUCATE AND COLLABORATE TO IMPROVE PATIENT CARE. 50 50 0 891 4500 3500 2537303 2766188 6860699 6314339 324016 466967 94946 595039 9816964 10142533 584634 662589 0 0 0 0 0 0 0 9175530 8907919 9760164 9570508 56800 572025 11915192 12574731 2218133 1971888 9697059 10602843 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 IN APRIL 2024, INVOLVING SURGEONS FROM THE U.S. AND MANY OTHER COUNTRIES, DESIGNED TO ENCOURAGE LEARNING, INSPIRATION AND COLLABORATION. TRAINING PROGRAMS PROVIDED FOR PHYSICIANS AND HOSPITALS AS WELL AS TRAINING VIDEOS MADE AVAILABLE FOR SALE. SAGES EDUCATIONAL ACTIVITIES OFFERED ON WEBSITE TO THE PUBLIC. GRANTS ARE AWARDED TO SURGEONS/UNIVERSITIES/HOSPITALS FOR RESEARCH. 0 1 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 28 0 1 0 1 1 0 0 0 0 0 0 0 0 0 X 50 50 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 CHRISTOPHER SCHLACHTA PRESIDENT 8.00 X X 0 0 0 BRENT MATTHEWS PRESIDENT-ELECT 3.00 X X 0 0 0 DANA TELEM 1ST VICE PRESIDENT 3.00 X X 0 0 0 ARCDHANA RAMASWAMY 2ND VICE PRESIDENT 3.00 X X 0 0 0 JON GOULD SECRETARY 3.00 X X 0 0 0 ROBERT LIM TREASURER 5.00 X X 0 0 0 PATRICIA SYLLA DIRECTOR 1.00 X 0 0 0 ADNAN ALSEIDI DIRECTOR 1.00 X 0 0 0 MARIA ALTIERI DIRECTOR 1.00 X 0 0 0 HORACIO ASBUN DIRECTOR 1.00 X 0 0 0 MICHAEL AWAD DIRECTOR 1.00 X 0 0 0 MARYLISE BOUTROS DIRECTOR 1.00 X 0 0 0 SSCOTT DAVIS JR DIRECTOR 1.00 X 0 0 0 JONATHAN DORT DIRECTOR 1.00 X 0 0 0 CHRISTOPHER DUCOIN DIRECTOR 1.00 X 0 0 0 KEVIN EL-HAYEK DIRECTOR 1.00 X 0 0 0 ROBERT FANELLI DIRECTOR 1.00 X 0 0 0 LIANE FELDMAN DIRECTOR 1.00 X 0 0 0 DENISE GEE DIRECTOR 1.00 X 0 0 0 ROSS GOLDBERG DIRECTOR 1.00 X 0 0 0 JACOB GREENBERG DIRECTOR 1.00 X 0 0 0 CAITLIN HALBERT DIRECTOR 1.00 X 0 0 0 SHANEETA JOHNSON DIRECTOR 1.00 X 0 0 0 LEENA KHAITAN DIRECTOR 1.00 X 0 0 0 JAMES KORNDORFFER DIRECTOR 1.00 X 0 0 0 MATTHEW KROH DIRECTOR 1.00 X 0 0 0 JEFFREY MARKS DIRECTOR 1.00 X 0 0 0 JOSE MARTINEZ DIRECTOR 1.00 X 0 0 0 OZANAN MEIRELES DIRECTOR 1.00 X 0 0 0 JOHN MELLINGER DIRECTOR 1.00 X 0 0 0 DEAN MIKAMI DIRECTOR 1.00 X 0 0 0 JAISA OLASKY DIRECTOR 1.00 X 0 0 0 ANKIT PATEL DIRECTOR 1.00 X 0 0 0 ERIC PAULI DIRECTOR 1.00 X 0 0 0 REBECCA PETERSEN DIRECTOR 1.00 X 0 0 0 AURORA PRYOR DIRECTOR 1.00 X 0 0 0 CARLA PUGH DIRECTOR 1.00 X 0 0 0 ALIA QURESHI DIRECTOR 1.00 X 0 0 0 KEVIN REAVIS DIRECTOR 1.00 X 0 0 0 E MATTHEW RITTER DIRECTOR 1.00 X 0 0 0 JOHN ROMANELLI DIRECTOR 1.00 X 0 0 0 JAMES ROSSER JR DIRECTOR 1.00 X 0 0 0 PARESH SHAH DIRECTOR 1.00 X 0 0 0 BETHANY SLATER DIRECTOR 1.00 X 0 0 0 MARK TALAMINI DIRECTOR 1.00 X 0 0 0 SHAWN TSUDA DIRECTOR 1.00 X 0 0 0 MICHAEL UJIKI DIRECTOR 1.00 X 0 0 0 DAVID URBACH DIRECTOR 1.00 X 0 0 0 MELINA VASSILIOU DIRECTOR 1.00 X 0 0 0 ANDREW WRIGHT DIRECTOR 1.00 X 0 0 0 SALLIE MATTHEWS EXECUTIVE DIRECTOR 8.00 X 0 0 0 0 0 0 0 0 0 0 0 2766188 2766188 FLS REVENUE 611710 1670048 1670048 REGISTRATION 611710 1559846 1559846 MEMBERSHIP DUES 611710 1331215 1331215 FEES 611710 813150 813150 FSE REVENUE 611710 795949 795949 144131 144131 6314339 351069 351069 554312 554312 347662 231764 115898 115898 115898 HOUSING REBATES 900099 36227 36227 SALES- LABEL LISTS 900099 4500 4500 40727 10142533 6350566 4500 1021279 X 662589 2776707 28435 10789 73773 1476738 68584 174550 411024 55522 527947 234994 1338 43802 AUDIO/VISUAL 719056 ALL OTHER EXPENSES 574712 FOOD/BEVERAGE 538379 PROJECT MANAGEMENT AND 355000 836569 9570508 234380 76560 1089875 935180 182286 119069 74301 54375 10155554 11148728 10093 7855 168703 232964 11915192 12574731 1715118 1180196 0 85607 503015 706085 2218133 1971888 X 9585620 10491404 111439 111439 9697059 10602843 11915192 12574731 X 572025 609325 -275566 X 0 0 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 7682221 993175 8675396 6775018 907203 7682221 8089411 -1314393 6775018 5804977 2284434 8089411 5804419 66011 5870430 0.98770 0.01230 0 0 0 PART V, LINE 4: INCOME FROM FUND IS USED FOR ANNUAL RESEARCH LECTURE. UNITED KINGDOM 0 0 GRANTS RECEIVED N/A SWITZERLAND 0 0 GRANTS RECEIVED N/A AUSTRALIA 0 0 GRANTS RECEIVED N/A 0 0 0 0 0 0 0 0 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. 1 BARIATRIC MEDICINE INSTITUTE 1046 EAST 100 SALT LAKE CITY UT 84012 273858690 501(C)3 19500 0 RESEARCH UNIVERSITY OF SOUTH FLORIDA OFFICE OF CLINICAL RESEARC PO BOX 947687 ATLANTA GA 30394 590879015 501(C)3 19305 0 RESEARCH CLEVELAND CLINIC FLORIDA 409041620601 PO BOX 931652- CORE SERVICES CLEVELAND OH 44193 650003177 501(C)3 49316 0 RESEARCH MEDICAL COLLEGE OF WISCONSIN 8701 W WATERTOWN PLANK ROAD MILWAUKEE WI 53226 390806261 501(C)3 30000 0 RESEARCH PENNINGTON BIOMEDICAL RESEARCH LOUISIANA STATE UNIVERSITY 6400 PERKINS ROAD BATON ROUGE LA 70808 581767810 501(C)3 30000 0 RESEARCH MEMORIAL SLOAN KETTERING CANCER 1275 YORK AVE NEW YORK NY 10065 131924236 501(C)3 50000 0 RESEARCH THE RESEARCH FOUNDATION SUNY W5510 MELVILLE LIBRARY HEALTH SCIENCE STONY BROOK NY 11794 141368361 501(C)3 47450 0 RESEARCH UNIVERSITY OF CA SAN FRANCISCO UCSF MAIN DEPOSITORY PO BOX 748872 LOS ANGELES CA 90074 946036493 501(C)3 35000 0 RESEARCH THE ICAHN SCHOOL OF MED DEPT OF SURGERY BOX 1259 1 GUSTAVE L LEVY PLACE NEW YORK NY 10029 136171197 501(C)3 48516 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 $2,776,707 FOR THE YEAR ENDED JUNE 30, 2024. 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. FORM 990, PART VI, SECTION A, LINE 7B THE ARTICLES OF INCORPORATION MAY BE ALTERED, AMENDED OR REPEALED UPON RECOMMENDATION OF THE BOARD IF NOTICE THEREOF HAS BEEN PRESENTED TO EACH ACTIVE, ASSOCIATE ACTIVE, INTERNATIONAL, CANDIDATE AND SENIOR MEMBER AT LEAST 60 DAYS PRIOR TO THE ANNUAL MEETING, DISCUSSED AT THE ANNUAL MEETING AND VOTED UPON BY EMAIL/MAIL BALLOT SENT WITHIN 60 DAYS AFTER THE ANNUAL MEETING AND RETURNED WITHIN 60 DAYS THEREOF. ADOPTION OF AMENDMENTS SHALL REQUIRE THE AFFIRMATIVE VOTE OF AT LEAST THREE-FOURTHS OF THE ELIGIBLE ACTIVE MEMBERS RETURNING BALLOTS. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY THE ORGANIZATION'S OUTSIDE PUBLIC ACCOUNTING FIRM BASED ON INFORMATION PROVIDED BY MANAGEMENT. ONCE A DRAFT OF THE RETURN IS AVAILABLE, IT IS REVIEWED BY MANAGEMENT WITH ANY CHANGES OR REVISIONS INCORPORATED INTO THE FILING. THE REVISED RETURN IS THEN SUBMITTED TO THE BOARD OF DIRECTORS FOR THEIR REVIEW AND APPROVAL PRIOR TO SUBMITTING TO THE IRS. 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 656,109. TEST CENTER SITE COORDINATORS 296,100. ALL OTHER SERVICE FEES 524,529. FORM 990, PART XI, LINE 9: NET ASSET ADJUSTMENT -275,566. 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 SUPPORT SAGES FINANCIAL INDEPENDENCE CA SOCIETY OF AMERICAN GASTRO AND ENDOSCOPIC SURGEONS S 140000 1.00000 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0