AMERICAN GASTROENTEROLOGICAL ASSOCIATION INSTITUTE INC: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- AMERICAN GASTROENTEROLOGICAL ASSOCIATION INSTITUTE INC (EIN 36-6066325)
- Tax period
- 2023-04-01 to 2024-03-31
- Filed
- 2025-02-18
- IRS object ID
- 202520499349302002
- Schema version
- 2023v6.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule F
- Schedule I
- Schedule J
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-02-18T14:36:50-06:00 | ReturnTs |
| Tax Period End | 2024-03-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 881478669 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CBIZ ADVISORS LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1899 L STREET NW 850 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20036 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-04-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 366066325 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AMERICAN GASTROENTEROLOGICAL ASSOCIATION | BusinessNameLine1Txt |
| Business Name Line2 | INSTITUTE | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | AMER | BusinessNameControlTxt |
| Phone | 3016542055 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4930 DEL RAY AVENUE | AddressLine1Txt |
| City | BETHESDA | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 20814 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CHRISTOPHER BLUHM | PersonNm |
| Person Title | VICE PRESIDENT, FINANCE | PersonTitleTxt |
| Phone | 3016542055 | PhoneNum |
| Signature | 2025-02-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | AARON M FOX | PreparerPersonNm |
| PTIN | P01365820 | PTIN |
| Phone | 2022274000 | PhoneNum |
| Preparation | 2025-02-12 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | THOMAS SERENA | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4930 DEL RAY AVENUE | AddressLine1Txt |
| City | BETHESDA | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 20814 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $66,374,739 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | GASTRO.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1937 | FormationYr |
| Legal Domicile State | DE | LegalDomicileStateCd |
| Activity Or Mission | TO CARRY OUT THE EDUCATIONAL, PRACTICE, AND RESEARCH INTERESTS PERTAINING TO GASTROENTEROLOGY. | ActivityOrMissionDesc |
| Voting Members Governing Body | 13 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 10 | VotingMembersIndependentCnt |
| Total Employee | 111 | TotalEmployeeCnt |
| Total Volunteers | 164 | TotalVolunteersCnt |
| Total Gross UBI | $392,714 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $250,521 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $2,746,974 | PYContributionsGrantsAmt |
| CY Contributions Grants | $3,585,138 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $20,405,109 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $18,635,948 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,737,809 | PYInvestmentIncomeAmt |
| CY Investment Income | $400,861 | CYInvestmentIncomeAmt |
| PY Other Revenue | $7,220,636 | PYOtherRevenueAmt |
| CY Other Revenue | $7,649,081 | CYOtherRevenueAmt |
| PY Total Revenue | $32,110,528 | PYTotalRevenueAmt |
| CY Total Revenue | $30,271,028 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $2,894,101 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $2,904,243 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $12,502,823 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $13,152,435 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $1,219,539 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $14,607,601 | PYOtherExpensesAmt |
| CY Other Expenses | $13,550,292 | CYOtherExpensesAmt |
| PY Total Expenses | $30,004,525 | PYTotalExpensesAmt |
| CY Total Expenses | $29,606,970 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $2,106,003 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $664,058 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $100,783,850 | TotalAssetsBOYAmt |
| Total Assets EOY | $111,694,858 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $17,770,141 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $18,866,481 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $83,013,709 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $92,828,377 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | 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. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $9,605,127 | ExpenseAmt |
| Grant | $89,500 | GrantAmt |
| Revenue | $4,931,988 | RevenueAmt |
| Desc | EDUCATION - AGA IS THE HOME OF SOME OF THE HIGHEST QUALITY SCIENTIFIC AND CLINICAL KNOWLEDGE FOR GI CLINICIANS AND RESEARCHERS IN THE WORLD. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $7,151,363 | ExpenseAmt |
| Grant | $2,814,442 | GrantAmt |
| Revenue | $9,094,921 | RevenueAmt |
| Desc | RESEARCH - THE AGA PUBLISHES SCIENTIFIC JOURNALS AND RAISES FUNDS TO SUPPORT YOUNG RESEARCHERS IN THE FIELD OF GASTROENTEROLOGY AND HEPATOLOGY. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $4,129,192 | ExpenseAmt |
| Grant | $300 | GrantAmt |
| Revenue | $3,472,323 | RevenueAmt |
| Desc | 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. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp (2 entries)
| ExpenseExpenseAmt | RevenueRevenueAmt | DescDesc |
|---|---|---|
| $872,969 | $744,002 | ADVOCACY |
| $784,209 | PRACTICE |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $1,657,178 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Revenue | $744,002 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $22,542,860 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | Yes (1) | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | Yes (1) | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 234 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 111 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | Yes (1) | ForeignFinancialAccountInd |
| Foreign Country | BD | ForeignCountryCd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 13 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 10 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | 0 | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | Yes (1) | InvestmentInJointVentureInd |
| Written Policy Or Procedure | Yes (1) | WrittenPolicyOrProcedureInd |
| States Where Copy Of Return Is Fld | AK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AZ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CO | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | DC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | FL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | GA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | HI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | IL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ME | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MO | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ND | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NJ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NM | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | RI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | SC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | TN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | UT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | VA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WV | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THOMAS SERENA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3016542055 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4930 DEL RAY AVENUE | AddressLine1Txt |
| City | BETHESDA | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 20814 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (34 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|---|
| JOHN M CARETHERS MD AGAF | |||||||||
| PRESIDENT | 2.50 | 2.50 | Yes (X) | Yes (X) | $30,000 | $0 | $0 | ||
| JOHN ALLEN MD MBA AGAF | |||||||||
| SECRETARY-TREASURER | 2.50 | 2.50 | Yes (X) | Yes (X) | $27,500 | $0 | $0 | ||
| BARBARA JUNG MD AGAF | |||||||||
| PRESIDENT ELECT | 2.50 | 2.50 | Yes (X) | Yes (X) | $10,238 | $0 | $0 | ||
| MARIA T ABREU MD AGAF | |||||||||
| VICE PRESIDENT | 2.50 | 2.50 | Yes (X) | Yes (X) | $5,800 | $0 | $0 | ||
| LAWRENCE KIM MD AGAF | |||||||||
| VICE PRESIDENT ELECT | 2.50 | 2.50 | Yes (X) | Yes (X) | $4,625 | $0 | $0 | ||
| JOHN M INADOMI MD AGAF | |||||||||
| IMMEDIATE PAST PRESIDENT UNTIL 05/23 | 2.50 | 2.50 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| KIM E BARRETT PHD AGAF | |||||||||
| COUNCILLOR | 2.50 | 2.50 | Yes (X) | $0 | $0 | $0 | |||
| ANDREW T CHAN MD MPH AGAF | |||||||||
| COUNCILLOR | 2.50 | 2.50 | Yes (X) | $0 | $0 | $0 | |||
| NICHOLAS O DAVIDSON MD DSC AGAF | |||||||||
| COUNCILLOR UNTIL 05/23 | 2.50 | 2.50 | Yes (X) | $0 | $0 | $0 | |||
| NARESH T GUNARATNAM MD AGAF | |||||||||
| COUNCILLOR | 2.50 | 2.50 | Yes (X) | $0 | $0 | $0 | |||
| MICHAEL L KOCHMAN MD AGAF | |||||||||
| COUNCILLOR | 2.50 | 2.50 | Yes (X) | $0 | $0 | $0 | |||
| LAWRENCE R KOSINSKI MD MBA AGAF | |||||||||
| COUNCILLOR | 2.50 | 2.50 | Yes (X) | $0 | $0 | $0 | |||
| SHERYL A PFEIL MD AGAF | |||||||||
| COUNCILLOR | 2.50 | 2.50 | Yes (X) | $0 | $0 | $0 | |||
| THADDEUS STAPPENBECK MD PHD AGAF | |||||||||
| COUNCILLOR AS OF 05/23 | 2.50 | 2.50 | Yes (X) | $0 | $0 | $0 | |||
| NICE TORIZ MD AGA | |||||||||
| COUNCILLOR | 2.50 | 2.50 | Yes (X) | $0 | $0 | $0 | |||
| MICHAEL L WEINSTEIN MD AGAF | |||||||||
| COUNCILLOR UNTIL 05/23 | 2.50 | 2.50 | Yes (X) | $0 | $0 | $0 | |||
| THOMAS SERENA | |||||||||
| CHIEF EXECUTIVE OFFICER | 37.50 | 0.00 | Yes (X) | $554,161 | $0 | $41,947 | |||
| NANCY CHILL | |||||||||
| SR. VICE PRESIDENT | 37.50 | 0.00 | $309,069 | $0 | $53,481 | Yes (X) | |||
| CHRISTOPHER BLUHM | |||||||||
| SR. VICE PRESIDENT | 36.80 | 1.50 | $235,840 | $9,827 | $39,237 | Yes (X) | |||
| KATHLEEN TEIXEIRA | |||||||||
| VP, ADVOCACY | 1.30 | 36.20 | $8,230 | $229,183 | $43,060 | Yes (X) | |||
| ELLEN SILVER | |||||||||
| VP, MEETINGS & CONVENTIONS | 37.50 | 0.00 | $232,381 | $0 | $37,568 | Yes (X) | |||
| ALISON KIM | |||||||||
| VP, RESEARCH & PUBLICATION | 37.30 | 0.20 | $229,637 | $1,232 | $34,035 | Yes (X) | |||
| JEFFREY SPRINGER | |||||||||
| VP, MARKETING | 33.30 | 4.20 | $211,210 | $26,639 | $23,192 | Yes (X) | |||
| JESSICA DUNCAN | |||||||||
| VP, COMMUNICATIONS | 32.20 | 5.30 | $207,719 | $34,190 | $16,078 | Yes (X) | |||
| CHANTAL FREMONT | |||||||||
| VP, PRACTICE & QUALITY | 37.50 | 0.00 | $210,808 | $0 | $32,676 | Yes (X) | |||
| LYNN GRONE | |||||||||
| VP, ORGANIZATIONAL EFFECTI | 37.50 | 0.00 | $197,140 | $0 | $40,825 | Yes (X) | |||
| LESLIE HAUVER | |||||||||
| VP, INFORMATION TECHNOLOGY | 37.50 | 0.00 | $203,885 | $0 | $23,457 | Yes (X) | |||
| CELENA NUQUAY | |||||||||
| VP, CONSTITUENCY & GOVERNA | 33.80 | 3.70 | $154,589 | $16,922 | $38,767 | Yes (X) | |||
| MAURA DAVIS | |||||||||
| SR. DIR EDUCATION | 37.50 | 0.00 | $151,795 | $0 | $37,931 | Yes (X) | |||
| LESLIE NARRAMORE | |||||||||
| SR. DIR ADVOCACY | 37.30 | 0.20 | $155,291 | $832 | $10,017 | Yes (X) | |||
| TIMOTHY SUMMERS | |||||||||
| SR. DIR FINANCE | 33.30 | 4.20 | $119,138 | $15,027 | $26,232 | Yes (X) | |||
| SONYA SERRA | |||||||||
| SR. DIR CLINICAL RESEARCH | 37.50 | 0.00 | $143,898 | $0 | $12,419 | Yes (X) | |||
| CAVIN STONE | |||||||||
| DIR. INFORMATION TECHNOLOGY | 29.20 | 8.30 | $100,674 | $28,617 | $18,120 | Yes (X) | |||
| SARAH ANKNEY | |||||||||
| DIR. ADVOCACY | 0.00 | 37.50 | $0 | $132,809 | $9,124 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $3,503,628 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $495,278 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $538,166 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 39 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| KNIGHTEN HEALTH LLC | |||||
| 4800 HAMPDEN LN STE 200 | BETHESDA | MD | 20814 | MEDICAL EDUCATION | $903,917 |
| TWENTYFORTY DIGITAL LLC | |||||
| 11619 HITCHING POST LANE SUITE 200 | NORTH BETHESDA | MD | 20852 | MEDICAL EDUCATION | $225,367 |
| CLINICAL CARE OPTIONS LLC | |||||
| 12001 SUNRISE VALLEY DRIVE STE 300 | RESTON | VA | 20191 | MEDICAL EDUCATION | $209,250 |
| MARKETING COMMUNICATIONS OF NC LLC | |||||
| PO BOX 90477 | CHICAGO | IL | 90477 | MEDICAL EDUCATION | $177,500 |
| EXCALIBUR MEDICAL EDUCATION | |||||
| 2328 BROWN STREET | PHILADELPHIA | PA | 19130 | MEDICAL EDUCATION | $174,577 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 8 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $1,006,968 | GovernmentGrantsAmt |
| All Other Contributions | $2,578,170 | AllOtherContributionsAmt |
| Total Contributions | $3,585,138 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| SPONSORSHIPS | 900099 | $6,756,271 | $6,756,271 | |
| DIGESTIVE DISEASE WEEK | 900099 | $3,139,593 | $3,139,593 | |
| AGA MANAGEMENT | 900099 | $3,019,346 | $3,019,346 | |
| EDUCATIONAL CONFERENCE | 900099 | $2,989,374 | $2,989,374 | |
| PUBLICATIONS | 541800 | $2,731,364 | $2,338,650 | $392,714 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $18,635,948 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,307,858 | TotalRevenueColumnAmt |
| Exclusion | $2,307,858 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $7,187,989 | TotalRevenueColumnAmt |
| Exclusion | $7,187,989 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $114,768 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $114,768 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $114,768 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $114,768 | RelatedOrExemptFuncIncomeAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $34,196,714 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $36,103,711 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$1,906,997 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$1,906,997 | TotalRevenueColumnAmt |
| Exclusion | -$1,906,997 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $346,324 | TotalRevenueColumnAmt |
| Exclusion | $346,324 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $346,324 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $30,271,028 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $18,358,002 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $392,714 | UnrelatedBusinessRevenueAmt |
| Exclusion | $7,935,174 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,000 | TotalAmt |
| Program Services | $2,000 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,760,243 | TotalAmt |
| Program Services | $2,760,243 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $142,000 | TotalAmt |
| Program Services | $142,000 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,395,119 | TotalAmt |
| Program Services | $2,240,778 | ProgramServicesAmt |
| Management And General | $916,683 | ManagementAndGeneralAmt |
| Fundraising | $237,658 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,745,523 | TotalAmt |
| Program Services | $5,398,655 | ProgramServicesAmt |
| Management And General | $1,733,238 | ManagementAndGeneralAmt |
| Fundraising | $613,630 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $488,833 | TotalAmt |
| Program Services | $342,455 | ProgramServicesAmt |
| Management And General | $119,685 | ManagementAndGeneralAmt |
| Fundraising | $26,693 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $782,919 | TotalAmt |
| Program Services | $607,906 | ProgramServicesAmt |
| Management And General | $133,734 | ManagementAndGeneralAmt |
| Fundraising | $41,279 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $740,041 | TotalAmt |
| Program Services | $513,215 | ProgramServicesAmt |
| Management And General | $171,130 | ManagementAndGeneralAmt |
| Fundraising | $55,696 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $208,224 | TotalAmt |
| Program Services | $208,224 | ProgramServicesAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $119,024 | TotalAmt |
| Program Services | $6,125 | ProgramServicesAmt |
| Management And General | $112,899 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $90,409 | TotalAmt |
| Management And General | $90,409 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $146,559 | TotalAmt |
| Management And General | $146,559 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,408,323 | TotalAmt |
| Program Services | $4,912,259 | ProgramServicesAmt |
| Management And General | $462,673 | ManagementAndGeneralAmt |
| Fundraising | $33,391 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $422,050 | TotalAmt |
| Program Services | $413,773 | ProgramServicesAmt |
| Fundraising | $8,277 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $318,602 | TotalAmt |
| Program Services | $151,285 | ProgramServicesAmt |
| Management And General | $91,450 | ManagementAndGeneralAmt |
| Fundraising | $75,867 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $699,268 | TotalAmt |
| Program Services | $244,661 | ProgramServicesAmt |
| Management And General | $449,482 | ManagementAndGeneralAmt |
| Fundraising | $5,125 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $345,486 | TotalAmt |
| Program Services | $65,368 | ProgramServicesAmt |
| Management And General | $280,118 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $989,333 | TotalAmt |
| Program Services | $771,632 | ProgramServicesAmt |
| Management And General | $199,436 | ManagementAndGeneralAmt |
| Fundraising | $18,265 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,050,446 | TotalAmt |
| Program Services | $1,802,290 | ProgramServicesAmt |
| Management And General | $221,642 | ManagementAndGeneralAmt |
| Fundraising | $26,514 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $441,816 | TotalAmt |
| Program Services | $272,523 | ProgramServicesAmt |
| Management And General | $126,000 | ManagementAndGeneralAmt |
| Fundraising | $43,293 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $106,342 | TotalAmt |
| Management And General | $106,342 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Management And GeneralManagementAndGeneralAmt | Program ServicesProgramServicesAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| TAXES | $185,317 | $185,317 | ||
| HONORARIA | $1,485,541 | $124,413 | $1,361,128 | |
| TEMP STAFFING | $262,240 | $82,529 | $164,462 | $15,249 |
| BAD DEBT | $90,095 | $90,095 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $181,217 | TotalAmt |
| Program Services | $71,783 | ProgramServicesAmt |
| Management And General | $90,832 | ManagementAndGeneralAmt |
| Fundraising | $18,602 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $29,606,970 | TotalAmt |
| Program Services | $22,542,860 | ProgramServicesAmt |
| Management And General | $5,844,571 | ManagementAndGeneralAmt |
| Fundraising | $1,219,539 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,985,407 | BOYAmt |
| EOY | $4,317,496 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,018,529 | BOYAmt |
| EOY | $13,115,706 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,340,700 | BOYAmt |
| EOY | $2,204,286 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,966,965 | BOYAmt |
| EOY | $3,645,827 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $603,348 | BOYAmt |
| EOY | $530,107 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $11,821,013 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $7,453,508 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,751,698 | BOYAmt |
| EOY | $4,367,505 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $63,999,867 | BOYAmt |
| EOY | $65,878,260 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,929,676 | BOYAmt |
| EOY | $16,752,073 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,187,660 | BOYAmt |
| EOY | $883,598 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $100,783,850 | BOYAmt |
| EOY | $111,694,858 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,643,398 | BOYAmt |
| EOY | $3,878,361 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,568,700 | BOYAmt |
| EOY | $4,999,139 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,072,598 | BOYAmt |
| EOY | $9,322,136 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $485,445 | BOYAmt |
| EOY | $666,845 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,770,141 | BOYAmt |
| EOY | $18,866,481 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $50,124,662 | BOYAmt |
| EOY | $55,042,043 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $32,889,047 | BOYAmt |
| EOY | $37,786,334 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $83,013,709 | BOYAmt |
| EOY | $92,828,377 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $100,783,850 | BOYAmt |
| EOY | $111,694,858 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $664,058 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $8,798,482 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $352,128 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,234,060 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,323,781 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,081,463 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,746,974 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,585,138 | CurrentTaxYearAmt |
| Total | $15,971,416 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $26,674,487 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $22,521,660 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $24,135,610 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $19,984,958 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $18,243,234 | CurrentTaxYearAmt |
| Total | $111,559,949 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $28,908,547 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $25,845,441 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $28,217,073 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $22,731,932 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $21,828,372 | CurrentTaxYearAmt |
| Total | $127,531,365 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $46,381 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $57,577 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $73,094 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $20,530 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $97,500 | CurrentTaxYearAmt |
| Total | $295,082 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,957,981 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,559,873 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,209 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $42,888 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,684,379 | CurrentTaxYearAmt |
| Total | $12,247,330 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,004,362 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,617,450 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $75,303 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $63,418 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,781,879 | CurrentTaxYearAmt |
| Total | $12,542,412 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $114,988,953 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,832,168 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,581,067 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,366,187 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $9,141,553 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $9,610,615 | CurrentTaxYearAmt |
| Total | $23,531,590 | TotalAmt |
Post1975 UBTI Post1975UBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $118,289 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $117,142 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $158,699 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $268,082 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $276,147 | CurrentTaxYearAmt |
| Total | $938,359 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,950,457 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,698,209 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,524,886 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $9,409,635 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $9,886,762 | CurrentTaxYearAmt |
| Total | $24,469,949 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $122,778 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $179,200 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $37,134 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $146,872 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $346,324 | CurrentTaxYearAmt |
| Total | $832,308 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $30,981,782 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $27,722,850 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $29,779,093 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $32,288,439 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $32,061,458 | CurrentTaxYearAmt |
| Total | $152,833,622 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.75240 | PublicSupportCY509Pct |
| Public Support PY509 | 0.80720 | PublicSupportPY509Pct |
| Investment Income CY | 0.16010 | InvestmentIncomeCYPct |
| Investment Income PY | 0.11120 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: | FormAndLineReferenceDesc |
| Explanation | OTHER INCOME - 2019 AMOUNT: $ 122,778. 2020 AMOUNT: $ 179,200. 2021 AMOUNT: $ 37,134. 2022 AMOUNT: $ 146,872. 2023 AMOUNT: $ 346,324. | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $31,043,119 | BeginningYearBalanceAmt |
| Contributions | $3,362,835 | ContributionsAmt |
| Investment Earnings Or Losses | $3,667,684 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,873,534 | OtherExpendituresAmt |
| End Year Balance | $36,200,104 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $32,235,607 | BeginningYearBalanceAmt |
| Contributions | $1,240,175 | ContributionsAmt |
| Investment Earnings Or Losses | -$1,277,339 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,155,324 | OtherExpendituresAmt |
| End Year Balance | $31,043,119 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $33,895,391 | BeginningYearBalanceAmt |
| Contributions | $961,129 | ContributionsAmt |
| Investment Earnings Or Losses | -$645,836 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,975,077 | OtherExpendituresAmt |
| End Year Balance | $32,235,607 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $23,287,761 | BeginningYearBalanceAmt |
| Contributions | $3,025,335 | ContributionsAmt |
| Investment Earnings Or Losses | $9,215,295 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,633,000 | OtherExpendituresAmt |
| End Year Balance | $33,895,391 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $24,484,597 | BeginningYearBalanceAmt |
| Contributions | $1,063,455 | ContributionsAmt |
| Investment Earnings Or Losses | -$2,263,450 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | -$3,159 | OtherExpendituresAmt |
| End Year Balance | $23,287,761 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 0.94166 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.05834 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,150,000 | OtherCostOrOtherBasisAmt |
| Book Value | $2,150,000 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $8,516,195 | OtherCostOrOtherBasisAmt |
| Depreciation | $6,576,729 | DepreciationAmt |
| Book Value | $1,939,466 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $288,898 | OtherCostOrOtherBasisAmt |
| Depreciation | $201,548 | DepreciationAmt |
| Book Value | $87,350 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $865,920 | OtherCostOrOtherBasisAmt |
| Depreciation | $675,231 | DepreciationAmt |
| Book Value | $190,689 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $4,367,505 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (15 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| IRONWOOD INT'L LTD. HEDGE FUND | $4,361,983 | F |
| POINTER OFFSHORE HEDGE FUND | $3,862,040 | F |
| HAMILTON LANE PRIVATE MARKETS OPPORT. FUND | $715,010 | F |
| NB SOF IV CAYMAN HOLDINGS LP | $530,784 | F |
| PREMIER TIGER GLOBAL PRIVATE INVEST. XV OFFSHORE LP | $326,938 | F |
| OAKTREE OPPORT. XI OFFSHORE FEEDER LP | $497,890 | F |
| INVESTMENT IN RX.HEALTH | $166,212 | C |
| BLACKSTONE SP FUND IX | $370,665 | F |
| STEPSTONE SECONDARY OPPORT. FUND V | $211,561 | F |
| INVESTMENT IN VARIA VENTURES | $253,300 | C |
| TPG PUBLIC EQUITY PARTNERS LTD | $1,624,654 | F |
| SEG PARTNERS OFFSHORE | $1,811,550 | F |
| BLUE OWL CREDIT INCOME CORP I | $1,110,871 | F |
| PREMIER WELLINGTON HADLEY HARBOR IV OFFSHORE FUND | $281,103 | F |
| HPS CORPORATE LENDING FUND I | $627,512 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $16,752,073 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| DEFERRED COMPENSATION LIABILITY | $658,595 |
| DEPOSITS | $8,250 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $666,845 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $39,275,079 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $8,798,482 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $352,128 | OtherRevenueAmt |
| Revenue Not Reported | $9,150,610 | RevenueNotReportedAmt |
| Revenue Subtotal | $30,124,469 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $146,559 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $146,559 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $30,271,028 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $29,460,411 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $29,460,411 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $146,559 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $146,559 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $29,606,970 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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, 2024 AND 2023 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 332,950. CHANGE IN VALUE OF DEFERRED COMPENSATION INVESTMENTS 20,987. GAIN ON INTEREST RATE SWAP -1,809. |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | 0 | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp (9 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Region Total ExpendituresRegionTotalExpendituresAmt | Specific Services ProvidedSpecificServicesProvidedTxt |
|---|---|---|---|---|---|
| CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS, | 0 | 0 | INVESTMENTS | $14,594,178 | |
| EAST ASIA AND THE PACIFIC - AUSTRALIA, BRUNEI, BURMA, CAMBODIA, | 0 | 0 | PROGRAM SERVICES | $117,166 | EDITORIAL AND PROGRAM DEVELOPMENT SVCS |
| EAST ASIA AND THE PACIFIC - AUSTRALIA, BRUNEI, BURMA, CAMBODIA, | 0 | 0 | GRANTMAKING | $750 | |
| EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM | 0 | 0 | PROGRAM SERVICES | $347,076 | EDITORIAL AND PROGRAM DEVELOPMENT SVCS |
| EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM | 0 | 0 | GRANTMAKING | $2,250 | |
| MIDDLE EAST AND NORTH AFRICA - ALGERIA, BAHRAIN, DJIBOUTI, EGYPT, | 0 | 0 | PROGRAM SERVICES | $33,059 | EDITORIAL AND PROGRAM DEVELOPMENT SVCS |
| NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES | 0 | 0 | PROGRAM SERVICES | $421,924 | EDITORIAL AND PROGRAM DEVELOPMENT SVCS |
| NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES | 0 | 0 | GRANTMAKING | $139,000 | |
| SOUTH AMERICA - ARGENTINA, BOLIVIA, BRAZIL, CHILE, COLUMBIA, ECUADOR, | 0 | 0 | PROGRAM SERVICES | $9,842 | EDITORIAL AND PROGRAM DEVELOPMENT SVCS |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $15,655,403 | SubtotalSpentAmt |
| Continuation Spent | $9,842 | ContinuationSpentAmt |
| Total Spent | $15,665,245 | TotalSpentAmt |
Grants To Org Outside US GrantsToOrgOutsideUSGrp (2 entries)
| RegionRegionTxt | Purpose Of GrantPurposeOfGrantTxt | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt |
|---|---|---|---|
| NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES | PROGRAM SUPPORT | $30,000 | $0 |
| NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES | PROGRAM SUPPORT | $30,000 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 2 | Total501c3OrgCnt |
| Transfer To Foreign Corp | Yes (1) | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | 0 | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (28 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt |
|---|---|---|
| ACADEMIC SKILLS WRKSHOP | 39 | $19,500 |
| ACCREDITATION | 1 | $500 |
| AGA FELLOW ABSTRACT AWARD | 19 | $10,000 |
| AGA PILOT RESEARCH AWARD | 5 | $156,939 |
| AGA RESEARCH SCHOLAR AWARD (RSA) | 5 | $1,358,000 |
| AGA-BMS RSA IN IBD | 1 | $300,000 |
| AGAI GOVERNING BOARD MEETINGS | 1 | $703 |
| AMAN AHMED FAMILY SURF | 8 | $46,800 |
| AMGEN FELLOW TO FACULTY TRANSITION AWD | 1 | $130,000 |
| AUGUSTYN AWARD | 1 | $40,000 |
| BEAUMONT | 1 | $5,000 |
| CLINICAL TRIALIST DIVERSITY | 3 | $60,000 |
| DDW EMERITUS TRAVEL | 1 | $1,500 |
| DIET: BEYOND MALNUTRITION | 4 | $4,000 |
| DISTINGUISHED ACHIEVEMT | 1 | $5,000 |
| FOUNDATION EQUITY PROJECT AWARDS | 4 | $2,000 |
| FRIEDENWALD MEDAL | 1 | $5,000 |
| FUNDERBURG AWARD | 1 | $100,000 |
| GI ACADEMY FOR EDUCATORS | 4 | $4,000 |
| GRG-GASTRO RESEARCH GROUP | 1 | $1,000 |
| GUT MICROBIOME CENTER | 5 | $5,000 |
| HARVEY YOUNG FND GUTS SCHOLAR | 8 | $53,500 |
| IRONWOOD FELLOW TO FACULTY TRANSITION AW | 1 | $130,000 |
| PFIZER FELLOW TO FACULTY TRANSITION AWD | 1 | $130,000 |
| PFIZER PILOT RESEARCH AWARD | 5 | $180,000 |
| RUSTGI AWARD FUND | 2 | $1,500 |
| STUDENT ABSTRACT | 19 | $10,000 |
| WOMEN IN GI REGIONAL LEADERSHIP MEETINGS | 1 | $300 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | 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. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Travel For Companions | Yes (X) | TravelForCompanionsInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (16 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| THOMAS SERENA | ||||||||||||||
| CHIEF EXECUTIVE OFFICER | $508,597 | $0 | $42,000 | $0 | $3,564 | $0 | $24,600 | $0 | $17,347 | $0 | $596,108 | $0 | $0 | $0 |
| NANCY CHILL | ||||||||||||||
| SR. VICE PRESIDENT | $306,747 | $0 | $0 | $0 | $2,322 | $0 | $23,602 | $0 | $29,879 | $0 | $362,550 | $0 | $0 | $0 |
| CHRISTOPHER BLUHM | ||||||||||||||
| SR. VICE PRESIDENT | $232,485 | $9,687 | $0 | $0 | $3,355 | $140 | $17,957 | $748 | $19,711 | $821 | $273,508 | $11,396 | $0 | $0 |
| KATHLEEN TEIXEIRA | ||||||||||||||
| VP, ADVOCACY | $7,895 | $219,849 | $260 | $7,240 | $75 | $2,094 | $623 | $17,334 | $870 | $24,233 | $9,723 | $270,750 | $0 | $0 |
| ELLEN SILVER | ||||||||||||||
| VP, MEETINGS & CONVENTIONS | $230,202 | $0 | $0 | $0 | $2,179 | $0 | $16,521 | $0 | $21,047 | $0 | $269,949 | $0 | $0 | $0 |
| ALISON KIM | ||||||||||||||
| VP, RESEARCH & PUBLICATION | $229,139 | $1,229 | $0 | $0 | $498 | $3 | $17,750 | $95 | $16,104 | $86 | $263,491 | $1,413 | $0 | $0 |
| JEFFREY SPRINGER | ||||||||||||||
| VP, MARKETING | $209,243 | $26,391 | $0 | $0 | $1,967 | $248 | $14,894 | $1,878 | $5,701 | $719 | $231,805 | $29,236 | $0 | $0 |
| JESSICA DUNCAN | ||||||||||||||
| VP, COMMUNICATIONS | $200,309 | $32,970 | $6,440 | $1,060 | $970 | $160 | $13,806 | $2,272 | $0 | $0 | $221,525 | $36,462 | $0 | $0 |
| CHANTAL FREMONT | ||||||||||||||
| VP, PRACTICE & QUALITY | $210,073 | $0 | $0 | $0 | $735 | $0 | $16,043 | $0 | $16,633 | $0 | $243,484 | $0 | $0 | $0 |
| LYNN GRONE | ||||||||||||||
| VP, ORGANIZATIONAL EFFECTI | $194,163 | $0 | $155 | $0 | $2,822 | $0 | $15,722 | $0 | $25,103 | $0 | $237,965 | $0 | $0 | $0 |
| LESLIE HAUVER | ||||||||||||||
| VP, INFORMATION TECHNOLOGY | $202,880 | $0 | $0 | $0 | $1,005 | $0 | $15,235 | $0 | $8,222 | $0 | $227,342 | $0 | $0 | $0 |
| CELENA NUQUAY | ||||||||||||||
| VP, CONSTITUENCY & GOVERNA | $153,848 | $16,841 | $0 | $0 | $741 | $81 | $12,316 | $1,348 | $22,626 | $2,477 | $189,531 | $20,747 | $0 | $0 |
| MAURA DAVIS | ||||||||||||||
| SR. DIR EDUCATION | $151,366 | $0 | $100 | $0 | $329 | $0 | $12,828 | $0 | $25,103 | $0 | $189,726 | $0 | $0 | $0 |
| LESLIE NARRAMORE | ||||||||||||||
| SR. DIR ADVOCACY | $145,915 | $782 | $8,952 | $48 | $424 | $2 | $9,964 | $53 | $0 | $0 | $165,255 | $885 | $0 | $0 |
| TIMOTHY SUMMERS | ||||||||||||||
| SR. DIR FINANCE | $118,893 | $14,996 | $0 | $0 | $245 | $31 | $1,003 | $126 | $22,291 | $2,812 | $142,432 | $17,965 | $0 | $0 |
| SONYA SERRA | ||||||||||||||
| SR. DIR CLINICAL RESEARCH | $143,174 | $0 | $0 | $0 | $724 | $0 | $12,419 | $0 | $0 | $0 | $156,317 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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, 2023. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (9 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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 2,865,525. MANAGEMENT AND GENERAL EXPENSES 50,550. FUNDRAISING EXPENSES 206. TOTAL EXPENSES 2,916,281. BENEFITS ADMINISTRATION FEES: PROGRAM SERVICE EXPENSES 328,101. MANAGEMENT AND GENERAL EXPENSES 130,968. FUNDRAISING EXPENSES 33,185. TOTAL EXPENSES 492,254. PAYROLL PROCESSING FEES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 64,039. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 64,039. DESIGN/GRAPHIC: PROGRAM SERVICE EXPENSES 29,442. MANAGEMENT AND GENERAL EXPENSES 144. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 29,586. MED. EDUC. COMPANY: PROGRAM SERVICE EXPENSES 1,441,046. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,441,046. CONSULTING FEES: PROGRAM SERVICE EXPENSES 248,145. MANAGEMENT AND GENERAL EXPENSES 216,972. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 465,117. |
| FORM 990, PART XI, LINE 9: | GRANT RECOVERIES 332,950. CHANGE IN VALUE OF DEFERRED COMPENSATION INVESTMENTS 20,987. GAIN ON INTEREST RATE SWAP -1,809. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Direct Controlling NADirectControllingNACd | Controlled OrganizationControlledOrganizationInd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt |
|---|---|---|---|---|---|---|---|---|---|---|
| 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 | 0 | AGA | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | Yes (1) | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (3 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| AMERICAN GASTROENTEROLOGICAL ASSOCIATION INC (AGA) | ||
| J | $114,768 | LEASE CONTRACT |
| AMERICAN GASTROENTEROLOGICAL ASSOCIATION INC (AGA) | ||
| O | $1,294,597 | TIME RECORD |
| AMERICAN GASTROENTEROLOGICAL ASSOCIATION INC (AGA) | ||
| Q | $2,010,127 | FMV |
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