2026-02-14T12:20:32-06:00 2025-03-31 881478669 CBIZ ADVISORS LLC 1899 L STREET NW 850 WASHINGTON DC 20036 990 2024-04-01 366066325 AMERICAN GASTROENTEROLOGICAL ASSOCIATION INSTITUTE AMER 3016542055 4930 DEL RAY AVENUE BETHESDA MD 20814 CHRISTOPHER BLUHM VICE PRESIDENT, FINANCE 3016542055 2026-02-13 1 1 AARON FOX P01365820 2022274000 2026-02-13 2024 2025-03-06 01:10:19Z THOMAS SERENA 4930 DEL RAY AVENUE BETHESDA MD 20814 70643354 0 X GASTRO.ORG X 1937 DE TO CARRY OUT THE EDUCATIONAL, PRACTICE, AND RESEARCH INTERESTS PERTAINING TO GASTROENTEROLOGY. 13 11 113 177 511389 356255 3585138 1385522 18635948 18467600 400861 4837446 7649081 7561361 30271028 32251929 2904243 2436300 0 0 13152435 14374135 0 0 1323104 13550292 12890945 29606970 29701380 664058 2550549 111694858 112259605 18866481 16640251 92828377 95619354 X THE PURPOSE OF AMERICAN GASTROENTEROLOGICAL ASSOCIATION INSTITUTE, INC. IS TO ADVANCE AND FOSTER THE DEVELOPMENT AND APPLICATION OF THE SCIENCE AND PRACTICE OF GASTROENTEROLOGY AND CLOSELY RELATED FIELDS OF STUDY, MEDICAL AND SCIENTIFIC BY PROVIDING LEADERSHIP AND AID IN ALL ASPECTS OF THIS FIELD, INCLUDING PATIENT CARE, RESEARCH, TEACHING, CONTINUING EDUCATION AND SCIENTIFIC COMMUNICATION, AND MATTERS OF NATIONAL HEALTH POLICY PERTAINING TO GASTROENTEROLOGY. 0 0 8074374 12000 7798894 EDUCATION - AGA IS THE HOME OF SOME OF THE HIGHEST QUALITY SCIENTIFIC AND CLINICAL KNOWLEDGE FOR GI CLINICIANS AND RESEARCHERS IN THE WORLD. 7597495 2423700 8846481 RESEARCH - THE AGA PUBLISHES SCIENTIFIC JOURNALS AND RAISES FUNDS TO SUPPORT YOUNG RESEARCHERS IN THE FIELD OF GASTROENTEROLOGY AND HEPATOLOGY. 3992061 600 438454 MEMBER SERVICES - THE AGA IMPROVES THE PROFESSIONAL LIVES OF THE GI COMMUNITY THROUGH ACCESS TO UNIQUE PROFESSIONAL EVENTS, COMMITTEE WORK, NETWORKING OPPORTUNITIES, AND SUBSCRIPTIONS TO ITS PREMIER JOURNALS: GASTROENTEROLOGY AND CLINICAL GASTROENTEROLOGY AND HEPATOLOGY. 972491 118746 PRACTICE 942616 753636 ADVOCACY 1915107 872382 21579037 1 1 0 0 0 0 0 0 0 1 1 1 0 0 1 1 0 1 0 0 1 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 1 331 0 1 113 1 1 1 1 BD 0 0 0 0 0 0 0 0 0 0 X 13 11 0 0 0 0 1 1 0 1 1 0 0 0 1 1 1 1 1 1 1 1 1 AK AL AR AZ CA CO CT DC FL GA HI IL KS KY MA MD ME MI MN MO MS NC ND NH NJ NM NY OH OK OR PA RI SC TN UT VA WA WI WV X THOMAS SERENA 3016542055 4930 DEL RAY AVENUE BETHESDA MD 20814 BARBARA JUNG MD AGAF IMM. PAST PRESIDENT AS OF 05/24 2.50 2.50 X X 9688 5750 0 MARIA T ABREU MD AGAF PRESIDENT AS OF 05/24 2.50 2.50 X X 0 0 0 LAWRENCE KIM MD AGAF PRESIDENT-ELECT AS OF 05/24 2.50 2.50 X X 11175 0 0 JOHN M CARETHERS MD AGAF IMM. PAST PRESIDENT UNTIL 05/24 2.50 2.50 X X 0 8000 0 BYRON L CRYER MD AGAF VICE PRESIDENT AS OF 05/24 2.50 2.50 X X 4699 0 0 JOHN ALLEN MD MBA AGAF SECRETARY-TREASURER 2.50 2.50 X X 27750 0 0 MICHAEL CAMILLERI MD AGAF CHAIR, AGA RESEARCH FOUNDATION 2.50 2.50 X 0 0 0 KIM E BARRETT PHD AGAF COUNCILLOR 2.50 2.50 X 0 0 0 ANDREW T CHAN MD MPH AGAF COUNCILLOR UNTIL 05/24 2.50 2.50 X 0 0 0 NARESH T GUNARATNAM MD AGAF COUNCILLOR UNTIL 05/24 2.50 2.50 X 0 0 0 LAWRENCE R KOSINSKI MD MBA AGAF COUNCILLOR 2.50 2.50 X 3000 0 0 SHERYL A PFEIL MD AGAF COUNCILLOR 2.50 2.50 X 0 0 0 JONATHAN A ROSENBERG MD COUNCILLOR AS OF 05/24 2.50 2.50 X 0 0 0 THADDEUS STAPPENBECK MD PHD AGAF COUNCILLOR 2.50 2.50 X 0 0 0 SHAHNAZ SULTAN MD COUNCILLOR AS OF 05/24 2.50 2.50 X 0 0 0 NICE TORIZ MD AGA COUNCILLOR 2.50 2.50 X 0 0 0 THOMAS SERENA CHIEF EXECUTIVE OFFICER 37.50 X 555026 0 44629 NANCY CHILL SR. VICE PRESIDENT 37.25 0.25 X 328443 2204 67756 CHRISTOPHER BLUHM SR. VICE PRESIDENT 36.40 1.10 X 256478 7751 51569 JEFFREY SPRINGER VP, MARKETING 31.70 5.80 X 220401 40326 31666 ALISON KIM VP, RESEARCH & PUBLICATION 37.30 0.20 X 259230 1390 42943 KATHLEEN TEIXEIRA VP, ADVOCACY 35.60 1.90 X 239304 12772 60414 ELLEN SILVER VP, MEETINGS & CONVENTIONS 37.50 X 250867 0 61044 JESSICA DUNCAN VP, COMMUNICATIONS 35.10 2.40 X 231913 15857 16310 LESLIE HAUVER VP, INFORMATION TECHNOLOGY 37.50 0.00 X 223414 0 30271 LYNN GRONE VP, ORGANIZATIONAL EFFECTI 37.50 X 218297 0 57918 CELENA NUQUAY VP, CONSTITUENCY & GOVERNA 30.30 7.20 X 155944 37056 49687 MAURA DAVIS VP, EDUCATION 37.50 X 172967 0 50509 CHANTAL FREMONT VP, PRACTICE & QUAL UNTIL 03/24 37.50 X 209086 0 12034 SONYA SERRA SR. DIR CLINICAL RESEARCH 37.50 X 154586 0 53043 HARMONY EXCELLENT SR. DIR CORPORATE RELATIONS 37.50 X 145479 0 34938 RICARDO BLUM SR. DIR MARKETING 35.70 1.80 X 134267 6770 9767 LESLIE NARRAMORE SR. DIR ADVOCACY 0.60 36.90 X 2443 150218 10403 TIMOTHY SUMMERS SR. DIR FINANCE 34.80 2.70 X 126960 9851 52373 3941417 297945 737274 44 0 1 0 KNIGHTEN HEALTH LLC 4800 HAMPDEN LANE SUITE 200 BETHESDA MD 20814 MEDICAL EDUCATION CONTENT DEVELOPMENT 1414222 CLINICAL CARE OPTIONS LLC 12001 SUNRISE VALLEY DRIVE SUITE 3 RESTON VA 20191 MEDICAL EDUCATION CONTENT DEVELOPMENT 254050 GPAS LLC 2818 CONNECTICUT AVE NW PH4 WASHINGTON DC 20008 OUTSOURCED LEGAL GENERAL COUNSEL 126841 NEXT PRODUCT BUILD 6017 25TH ST N ARLINGTON VA 22207 PRODUCT DESIGN AND ROLLOUT CONSULTANT 100750 4 838206 547316 1385522 SPONSORSHIPS 900099 6232900 6232900 AGA MANAGEMENT 900099 3183284 3183284 PUBLICATIONS 541800 3124970 2613581 511389 EDUCATIONAL CONFERENCE 900099 2971293 2971293 DIGESTIVE DISEASE WEEK 900099 2955153 2955153 18467600 2302599 2302599 7273058 7273058 118211 0 118211 118211 118211 40926272 38391425 2534847 2534847 2534847 OTHER INCOME 900099 170092 170092 170092 32251929 18074422 511389 12280596 X 2432300 2432300 4000 4000 4004414 1644416 2108235 251763 8278704 6505380 1100262 673062 523740 398771 84342 40627 744739 577061 112410 55268 822538 553896 206688 61954 213649 213649 150255 16838 128094 5323 100204 100204 225491 225491 4024094 2985660 965221 73213 492936 421158 68664 3114 285755 122525 141836 21394 894116 629105 259675 5336 322263 137487 169526 15250 926427 674857 233863 17707 2523807 2192748 280225 50834 432229 184236 227620 20373 116483 116483 TAXES 63860 29097 30853 3910 HONORARIA 1602850 1490629 112221 INVESTIGATOR PAYMENTS 134875 131125 3750 TEMP STAFFING 130213 87685 32720 9808 251438 146414 90856 14168 29701380 21579037 6799239 1323104 4317496 2752953 13115706 7287429 2204286 2102834 3645827 4665887 530107 666045 11832908 7704708 4367505 4128200 65878260 67407055 16752073 21905961 883598 1343241 111694858 112259605 3878361 3664221 4999139 4623700 9322136 7674879 666845 677451 18866481 16640251 X 55042043 57998966 37786334 37620388 92828377 95619354 111694858 112259605 X 2550549 -253387 493815 X 0 1 X 1 0 X 3323781 4081463 2746974 3585138 1385522 15122878 22521660 24135610 19984958 18243234 17956211 102841673 25845441 28217073 22731932 21828372 19341733 117964551 57577 73094 20530 97500 104919 353620 5559873 2209 42888 1684379 740393 8029742 5617450 75303 63418 1781879 845312 8383362 109581189 1581067 1366187 9141553 9610615 9693868 31393290 117142 158699 268082 276147 356255 1176325 1698209 1524886 9409635 9886762 10050123 32569615 179200 37134 146872 346324 170092 879622 27722850 29779093 32288439 32061458 29561948 151413788 0.72370 0.75240 0.21510 0.16010 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2020 AMOUNT: $ 179,200. 2021 AMOUNT: $ 37,134. 2022 AMOUNT: $ 146,872. 2023 AMOUNT: $ 346,324. 2024 AMOUNT: $ 170,092. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 36200104 933531 1391444 2124136 36400943 31043119 3362835 3667684 1873534 36200104 32235607 1240175 -1277339 1155324 31043119 33895391 961129 -645836 1975077 32235607 23287761 3025335 9215295 1633000 33895391 0.95443 0.04557 0 0 2150000 2150000 8630161 6866535 1763626 174988 111147 63841 877759 727026 150733 4128200 IRONWOOD INT'L LTD. HEDGE FUND 6922098 F POINTER OFFSHORE HEDGE FUND 2532200 F HAMILTON LANE PRIVATE MARKETS OPPORT. FUND 804042 F NB SOF IV CAYMAN HOLDINGS LP 605000 F PREMIER TIGER GLOBAL PRIVATE INVEST. XV OFFSHORE LP 333806 F OAKTREE OPPORT. XI OFFSHORE FEEDER LP 389451 F INVESTMENT IN RX.HEALTH 166212 C BLACKSTONE SP FUND IX 601601 F STEPSTONE SECONDARY OPPORT. FUND V 328620 F INVESTMENT IN VARIA VENTURES 253300 C TPG PUBLIC EQUITY PARTNERS LTD 1719007 F SEG PARTNERS OFFSHORE 1840179 F BLUE OWL CREDIT INCOME CORP I 2290756 F PREMIER WELLINGTON HADLEY HARBOR IV OFFSHORE FUND 826744 F HPS CORPORATE LENDING FUND I 2292945 F 21905961 DEFERRED COMPENSATION LIABILITY 654564 DEPOSITS 22887 677451 X 32266866 -253387 493815 240428 32026438 225491 225491 32251929 29475889 0 29475889 225491 225491 29701380 PART V, LINE 4: THE ORGANIZATION'S ENDOWMENT CONSISTS OF INDIVIDUAL FUNDS ESTABLISHED FOR AWARDS AND RELATED ACTIVITIES. PART X, LINE 2: AGA AND AGAI EVALUATED THEIR UNCERTAINTY IN INCOME TAXES FOR THE YEARS ENDED MARCH 31, 2025 AND 2024 AND DETERMINED THAT THERE WERE NO MATTERS THAT WOULD REQUIRE RECOGNITION IN THE CONSOLIDATED FINANCIAL STATEMENTS, OR THAT MAY HAVE ANY EFFECT ON THEIR TAX-EXEMPT STATUS; AND THERE ARE CURRENTLY NO EXAMINATIONS PENDING OR IN PROGRESS. PART XI, LINE 2D - OTHER ADJUSTMENTS: GRANT RECOVERIES 488,557. CHANGE IN VALUE OF DEFERRED COMPENSATION INVESTMENTS 5,258. 1 EAST ASIA AND THE PACIFIC - AUSTRALIA, BRUNEI, BURMA, CAMBODIA, 0 0 PROGRAM SERVICES EDITORIAL AND PROGRAM DEVELOPMENT SVCS 52206 EAST ASIA AND THE PACIFIC - AUSTRALIA, BRUNEI, BURMA, CAMBODIA, 0 0 GRANTMAKING 1500 EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM 0 0 PROGRAM SERVICES EDITORIAL AND PROGRAM DEVELOPMENT SVCS 181995 EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM 0 0 GRANTMAKING 500 MIDDLE EAST AND NORTH AFRICA - ALGERIA, BAHRAIN, DJIBOUTI, EGYPT, 0 0 PROGRAM SERVICES EDITORIAL AND PROGRAM DEVELOPMENT SVCS 18880 NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES 0 0 PROGRAM SERVICES EDITORIAL AND PROGRAM DEVELOPMENT SVCS 148247 NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES 0 0 GRANTMAKING 1500 SOUTH AMERICA - ARGENTINA, BOLIVIA, BRAZIL, CHILE, COLUMBIA, ECUADOR, 0 0 PROGRAM SERVICES EDITORIAL AND PROGRAM DEVELOPMENT SVCS 3155 SOUTH ASIA 0 0 PROGRAM SERVICES EDITORIAL AND PROGRAM DEVELOPMENT SVCS 5000 SOUTH ASIA - AFGHANISTAN, BANGLADESH, BHUTAN, INDIA, MALDIVES, NEPAL, 0 0 GRANTMAKING 500 SUB-SAHARAN AFRICA 0 0 PROGRAM SERVICES EDITORIAL AND PROGRAM DEVELOPMENT SVCS 1139 CENTRAL AMERICA AND THE CARIBBEAN 0 0 INVESTMENTS 16902749 0 0 0 0 0 0 407983 16909388 17317371 1 0 0 0 1 0 PART I, LINE 2: GRANTS AND AWARDS ARE AWARDED AND MONITORED BASED ON A PROGRAM'S BUDGET AND GRANT STIPULATIONS, IF ANY. PROGRAM MANAGERS ARE RESPONSIBLE FOR MONITORING THE USE OF GRANT FUNDS. PART I, LINE 3: AGA INSITUTE REPORTED THE EXPENDITURES BASED ON THE ACCOUNTING METHOD USED IN ITS AUDITED FINANCIAL STATEMENTS WHICH IS ON AN ACCRUAL BASIS. 1 ABSTRACT AWARD IN EOSINOPHILIC GI 3 1500 AGA FELLOW ABSTRACT AWARD 20 10000 AGA PILOT RESEARCH AWARD 3 120000 AGA RESEARCH SCHOLAR AWARD (RSA) 5 1487500 AMAN AHMED FAMILY SURF 7 41200 AUGUSTYN AWARD 1 40000 BEAUMONT 1 5000 DIET: BEYOND MALNUTRITION 5 5000 DISTINGUISHED ACHIEVEMT 1 5000 FOUNDATION EQUITY PROJECT AWARDS 1 132000 FRIEDENWALD MEDAL 1 5000 FUNDERBURG AWARD 2 100000 GI ACADEMY FOR EDUCATORS 3 3000 GUT MICROBIOME CENTER 5 5000 HARVEY YOUNG FND GUTS SCHOLAR 13 39500 JUNG EQUITY FUTURE LEADERS SCHOLARSHIP 1 500 PFIZER PILOT RESEARCH AWARD 3 120000 RUSTGI AWARD FUND 2 1500 SCHWARTZ PANCREATIC CANCER FUND 1 300000 STUDENT ABSTRACT 20 10000 WOMEN IN GI REGIONAL LEADERSHIP MEETINGS 2 600 PART I, LINE 2: GRANTS AND AWARDS ARE AWARDED AND MONITORED BASED ON A PROGRAM'S BUDGET AND GRANT STIPULATIONS, IF ANY. PROGRAM MANAGERS ARE RESPONSIBLE FOR MONITORING THE USE OF GRANT FUNDS. X 1 1 X X X X X X 0 0 0 0 0 0 0 1 0 THOMAS SERENA CHIEF EXECUTIVE OFFICER 529747 0 21715 0 3564 0 24150 0 20479 0 599655 0 0 0 NANCY CHILL SR. VICE PRESIDENT 316203 2122 9933 67 2307 15 22803 153 44501 299 395747 2656 0 0 CHRISTOPHER BLUHM SR. VICE PRESIDENT 243173 7349 9707 293 3598 109 17636 533 32420 980 306534 9264 0 0 KATHLEEN TEIXEIRA VP, ADVOCACY 227564 12145 9493 507 2247 120 16569 884 40784 2177 296657 15833 0 0 ELLEN SILVER VP, MEETINGS & CONVENTIONS 238597 0 10000 0 2270 0 17159 0 43885 0 311911 0 0 0 ALISON KIM VP, RESEARCH & PUBLICATION 248733 1334 9947 53 550 3 17609 94 25105 135 301944 1619 0 0 JEFFREY SPRINGER VP, MARKETING 208960 38232 8453 1547 2988 547 14726 2694 12043 2203 247170 45223 0 0 LYNN GRONE VP, ORGANIZATIONAL EFFECTI 205287 0 10000 0 3010 0 15044 0 42874 0 276215 0 0 0 JESSICA DUNCAN VP, COMMUNICATIONS 218080 14911 9360 640 4473 306 15266 1044 0 0 247179 16901 0 0 LESLIE HAUVER VP, INFORMATION TECHNOLOGY 211456 0 10000 0 1958 0 15044 0 15227 0 253685 0 0 0 CELENA NUQUAY VP, CONSTITUENCY & GOVERNA 147149 34966 8080 1920 715 170 10477 2490 29670 7050 196091 46596 0 0 MAURA DAVIS VP, EDUCATION 162452 0 10000 0 515 0 11765 0 38744 0 223476 0 0 0 CHANTAL FREMONT VP, PRACTICE & QUAL UNTIL 03/24 91734 0 0 0 117352 0 5496 0 6538 0 221120 0 0 0 SONYA SERRA SR. DIR CLINICAL RESEARCH 153829 0 0 0 757 0 11340 0 41703 0 207629 0 0 0 TIMOTHY SUMMERS SR. DIR FINANCE 126692 9830 0 0 268 21 9435 732 39167 3039 175562 13622 0 0 HARMONY EXCELLENT SR. DIR CORPORATE RELATIONS 137705 0 7500 0 274 0 9735 0 25203 0 180417 0 0 0 LESLIE NARRAMORE SR. DIR ADVOCACY 2378 146237 0 0 65 3981 166 10237 0 0 2609 160455 0 0 RICARDO BLUM SR. DIR MARKETING 129745 6542 0 0 4522 228 9095 459 203 10 143565 7239 0 0 PART I, LINE 1A THE ASSOCIATION'S PRESIDENT IS PERMITTED TO BRING A COMPANION ON CERTAIN BUSINESS TRIPS FOR THE ASSOCIATION. PART I, LINE 7 SEVERAL INDIVIDUALS LISTED ON PART VII RECEIVED NON-FIXED BONUSES FOR THE YEAR ENDED DECEMBER 31, 2024. FORM 990, PART VI, SECTION A, LINE 1A THE INSTITUTE'S GOVERNING BOARD HAS AN EXECUTIVE COMMITTEE, CONSISTING OF THE BOARD OFFICERS, THE PAST PRESIDENT AND THE CHAIR OF THE INSTITUTE'S FOUNDATION FOR DIGESTIVE HEALTH AND NUTRITION. THE EXECUTIVE COMMITTEE HAS THE FOLLOWING DUTIES AND RESPONSIBILITIES: (1) DURING THE INTERVALS BETWEEN THE MEETINGS OF THE GOVERNING BOARD, TO EXERCISE SUCH POWERS AS MAY BE DELEGATED TO IT BY THE GOVERNING BOARD; (2) MAKE RECOMMENDATIONS TO THE GOVERNING BOARD AS TO MATTERS OF CHANGES, EXTENSIONS OR REVISIONS IN THE CORPORATIONS POLICY; (3) TO RECEIVE AND STUDY REPORTS OF SUCH COMMITTEES AS THE GOVERNING BOARD MAY DIRECT; (4) TO ACT AS AN ADVISORY BODY TO THE PRESIDENT; (5) TO KEEP A RECORD OF ITS PROCEEDINGS AND REPORT THE SAME TO THE GOVERNING BOARD AT THE NEXT SUCCEEDING MEETING FOR ITS APPROVAL OR DISAPPROVAL; AND (6) TO HOLD ITS MEETINGS AT SUCH PLACE OR PLACES AS IT MAY FROM TIME TO TIME DETERMINE. IN ADDITION, THE COMMITTEE MAY BE CALLED UPON TO MEET AT ANY TIME BY THE PRESIDENT OF THE FOUNDATION. ALL ACTIONS OF THE EXECUTIVE COMMITTEE SHALL BE SUBMITTED TO THE GOVERNING BOARD FOR RATIFICATION. IN ADDITION, THE EXECUTIVE COMMITTEE SHALL REVIEW AND EVALUATE PERFORMANCE OF EXISTING MEMBERS OF ALL COMMITTEES AND TASK FORCES AND DEVELOP SYSTEMS, POLICIES, AND PROCEDURES TO ASSURE THAT ALL MEMBERSHIP THEREON IS APPROPRIATE TO THE RELEVANT MISSION AND THAT PROSPECTIVE APPOINTMENTS MEET THE NEEDS OF THE ORGANIZATION. THE EXECUTIVE COMMITTEE SHALL OVERSEE SELECTION OF ALL OFFICIAL AWARDS, PRIZES, AND GRANTS; AND SPECIFICALLY TO SELECT THE ANNUAL RECIPIENT OF THE JULIUS FRIEDENWALD MEDAL, WHICH WILL BE PRESENTED TO A MEMBER OF THE AMERICAN GASTROENTEROLOGICAL ASSOCIATION FOR DISTINGUISHED ACHIEVEMENT IN GASTROENTEROLOGY. THE EXECUTIVE COMMITTEE SHALL ALSO (1) ASSESS THE NEED FOR PRINT AND ELECTRONIC PUBLICATIONS AND SERVICES IN THE AREAS OF GASTROENTEROLOGY SCIENCE, CLINICAL PRACTICE, AND EDUCATION, (2) RECOMMEND AND INITIATE PUBLISHING PROJECTS AND ACTIVITIES IN RESPONSE TO THOSE NEEDS, (3) DEVELOP PUBLICATION-RELATED POLICIES FOR APPROVAL BY THE GOVERNING BOARD, AND (4) ENSURE THE QUALITY AND FINANCIAL VIABILITY OF ALL AGA INSTITUTE PUBLICATIONS. FORM 990, PART VI, SECTION A, LINE 6 THE SOLE MEMBER OF THE ORGANIZATION IS AMERICAN GASTROENTEROLOGICAL ASSOCIATION, INC., A RELATED ENTITY EXEMPT FROM FEDERAL INCOME TAX UNDER IRC SECTION 501(C)(6). FORM 990, PART VI, SECTION A, LINE 7A THE INSTITUTE'S GOVERNING BOARD CONSISTS OF TWELVE PERSONS, ELEVEN OF WHICH ARE ELECTED BY THE MEMBER (THE AMERICAN GASTROENTEROLOGICAL ASSOCIATION) AND ONE OF WHICH IS THE CHAIR OF THE INSTITUTE'S AGA RESEARCH FOUNDATION (NOT A SEPARATE ENTITY). FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY A THIRD PARTY, FROM INFORMATION SUPPLIED BY THE INSTITUTE. AGA MANAGEMENT REVIEWS THE FINAL FORM 990 AND ADDRESSES ANY QUESTIONS PRIOR TO FILING. THE GOVERNING BOARD DOES NOT REVIEW THE FORM 990 PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THE GOVERNING BOARD MEMBERS ARE REQUIRED TO COMPLETE A CONFLICT OF INTEREST POLICY FORM QUARTERLY TO DISCLOSE ANY CONFLICTS THAT MAY ARISE. FORM 990, PART VI, SECTION B, LINE 15 THE EXECUTIVE COMPENSATION COMMITTEE MEETS ANNUALLY TO REVIEW AND APPROVE COMPENSATION OF TOP MANAGEMENT OFFICIALS. AN INDEPENDENT CONSULTANT IS USED TO PROVIDE COMPARABLE SURVEY DATA TO HELP SET COMPENSATION LEVELS FOR THE CEO AND SENIOR POSITIONS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY AVAILABLE UPON REQUEST. FORM 990, PART IX, LINE 11G CONTRACTORS: PROGRAM SERVICE EXPENSES 1,892,010. MANAGEMENT AND GENERAL EXPENSES 344,796. FUNDRAISING EXPENSES 13,685. TOTAL EXPENSES 2,250,491. BENEFITS ADMINISTRATION FEES: PROGRAM SERVICE EXPENSES 361,699. MANAGEMENT AND GENERAL EXPENSES 125,024. FUNDRAISING EXPENSES 35,007. TOTAL EXPENSES 521,730. PAYROLL PROCESSING FEES: PROGRAM SERVICE EXPENSES 59,956. MANAGEMENT AND GENERAL EXPENSES 10,926. FUNDRAISING EXPENSES 434. TOTAL EXPENSES 71,316. DESIGN/GRAPHIC: PROGRAM SERVICE EXPENSES 48,517. MANAGEMENT AND GENERAL EXPENSES 8,842. FUNDRAISING EXPENSES 351. TOTAL EXPENSES 57,710. MED. EDUC. COMPANY: PROGRAM SERVICE EXPENSES 417,249. MANAGEMENT AND GENERAL EXPENSES 76,039. FUNDRAISING EXPENSES 3,018. TOTAL EXPENSES 496,306. CONSULTING FEES: PROGRAM SERVICE EXPENSES 62,248. MANAGEMENT AND GENERAL EXPENSES 373,355. FUNDRAISING EXPENSES 19,677. TOTAL EXPENSES 455,280. REGISTRY CONTRACTOR: PROGRAM SERVICE EXPENSES 38,411. MANAGEMENT AND GENERAL EXPENSES 7,000. FUNDRAISING EXPENSES 278. TOTAL EXPENSES 45,689. SITE FEES: PROGRAM SERVICE EXPENSES 52,435. MANAGEMENT AND GENERAL EXPENSES 9,556. FUNDRAISING EXPENSES 379. TOTAL EXPENSES 62,370. INSTITUTIONAL REVIEW: PROGRAM SERVICE EXPENSES 53,135. MANAGEMENT AND GENERAL EXPENSES 9,683. FUNDRAISING EXPENSES 384. TOTAL EXPENSES 63,202. FORM 990, PART XI, LINE 9: GRANT RECOVERIES 488,557. CHANGE IN VALUE OF DEFERRED COMPENSATION INVESTMENT 5,258. AMERICAN GASTROENTEROLOGICAL ASSOCIATION INC (AGA) 4930 DEL RAY AVENUE BETHESDA MD 20814 202986410 PROFESSIONAL MEMBERSHIP ASSOCIATION DE 501(C)(6) N/A 0 AGA POLITICAL ACTION COMMITTEE 4930 DEL RAY AVENUE BETHESDA MD 20814 204759482 POLITICAL ACTION COMMITTEE MD 527 AGA 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 1 0 0 AMERICAN GASTROENTEROLOGICAL ASSOCIATION INC (AGA) J 118211 LEASE CONTRACT AMERICAN GASTROENTEROLOGICAL ASSOCIATION INC (AGA) O 1396687 TIME RECORD AMERICAN GASTROENTEROLOGICAL ASSOCIATION INC (AGA) Q 1953689 FMV