2019-11-13T13:44:59-06:00 2017-12-31 590548468 PURVIS GRAY & COMPANY LLP 222 NORTH EAST FIRST STREET GAINESVILLE FL 32601 990 2017-01-01 521203109 AMERICAN SOCIETY FOR METABOLIC AND BARIATRIC SURGERY AMER 3523314900 14260 W NEWBERRY ROAD 418 NEWBERRY FL 326692765 GEORGEANN N MALLORY EXECUTIVE DIRECTOR 3523314900 2019-11-04 true JAMES W PATRAY III CPA P00071005 3523782461 2019-11-04 68.110.130.24 2019-11-13 13:44:59 CS P 1EF09487AB7D5E740B2BD0C1C2AAFA3F20CE02DC 1EF09487AB7D5E740B2BD0C1C2AAFA3F20CE02DC 2017 2020-03-31 21:24:44Z X GEORGEANN N MALLORY 100 SW 75TH STREET SUITE 201 GAINESVILLE FL 32607 7051886 false X WWW.ASMBS.ORG X 1983 IA THE PURPOSE OF THE SOCIETY IS TO ADVANCE THE ART AND SCIENCE OF BARIATRIC SURGERY BY CONTINUED ENCOURAGEMENT OF ITS MEMBERS TO CARRY OUT THE FOLLOWING MISSION: (1) TO IMPROVE THE CARE AND TREATMENT OF PEOPLE WITH OBESITY AND RELATED DISEASES; (2) TO ADVANCE THE SCIENCE AND UNDERSTANDING OF METABOLIC SURGERY; (3) TO FOSTER COMMUNICATION BETWEEN HEALTH PROFESSIONAL ON OBESITY AND RELATED CONDITIONS; (4) TO BE THE RECOGNIZED AUTHORITY AND RESOURCE ON METABOLIC AND BARIATRIC SURGERY; (5) TO ADVOCATE FOR HEALTH CARE POLICY THAT ENSURES PATIENT ACCESS TO HIGH QUALITY PREVENTION AND TREATMENT OF OBESITY; (6) TO BE A HIGHLY VALUED SPECIALTY SOCIETY THAT SERVES THE EDUCATIONAL AND PROFESSIONAL NEEDS OF OUR DIVERSE MEMBERSHIP. 15 15 19 22930 17468 158100 47500 2215776 2179276 110183 549886 906490 1042317 3390549 3818979 12900 6000 0 1024374 968425 0 0 2105225 2040197 3142499 3014622 248050 804357 8315564 9466235 702474 538431 7613090 8927804 X THE PURPOSE OF THE SOCIETY IS TO ADVANCE THE ART AND SCIENCE OF BARIATRIC SURGERY BY CONTINUED ENCOURAGEMENT OF ITS MEMBERS TO CARRY OUT THE FOLLOWING MISSION: (1) TO IMPROVE THE CARE AND TREATMENT OF PEOPLE WITH OBESITY AND RELATED DISEASES; (2) TO ADVANCE THE SCIENCE AND UNDERSTANDING OF METABOLIC SURGERY; (3) TO FOSTER COMMUNICATION BETWEEN HEALTH PROFESSIONAL ON OBESITY AND RELATED CONDITIONS; (4) TO BE THE RECOGNIZED AUTHORITY AND RESOURCE ON METABOLIC AND BARIATRIC SURGERY; (5) TO ADVOCATE FOR HEALTH CARE POLICY THAT ENSURES PATIENT ACCESS TO HIGH QUALITY PREVENTION AND TREATMENT OF OBESITY; (6) TO BE A HIGHLY VALUED SPECIALTY SOCIETY THAT SERVES THE EDUCATIONAL AND PROFESSIONAL NEEDS OF OUR DIVERSE MEMBERSHIP. false false PROVIDE VARIOUS COURSES, AN ANNUAL MEETING, A PROFESSIONAL JOURNAL, AND OTHER SERVICES FOR ITS MEMBERS IN AN EFFORT TO ADVANCE THE ART AND SCIENCE OF BARIATRIC SURGERY. SPONSOR AN RN CREDENTIALING PROGRAM TO CERTIFY NURSES WHO WANT TO SPECIALIZE IN BARIATRICS. PROVIDE RESEARCH GRANTS AND FELLOWSHIPS FOR BARIATRIC SURGEONS. false true false true false false false false false true false true false true false false false false false false false true false false false false false false true false false false false false false false false false false false true true true false true 8 0 19 true true true false false false false false X 15 15 false false false false true true true true true false true true false true true true true true true true false X KIM CARMICHAEL 3523329100 100 SW 75TH STREET SUITE 201 GAINESVILLE FL 32607 STACY BRETHAUER MD PRESIDENT;PA 15.00 2.00 X X 11000 0 0 SAMER MATTAR MD PRESIDENT-EL 2.00 2.00 X X 1000 0 0 RAUL ROSENTHAL MD PAST PRES;SR 2.00 X X 0 0 0 JOHN MORTON MD SENIORPAST P 2.00 X X 0 0 0 ERIC DEMARIA MD SECY/TREAS;P 2.00 2.00 X X 0 0 0 WAYNE ENGLISH MD COUNCIL-AT-L 2.00 X 0 0 0 SHANU KOTHARI MD COUNCIL-AT-L 2.00 X 0 0 0 MARINA KURIAN MD COUNCIL-AT-L 2.00 X 0 0 0 MICHEL GAGNER MD COUNCIL-AT-L 2.00 X 0 0 0 RAMI LUFTI MD COUNCIL-AT-L 2.00 X 0 0 0 RACHEL MOORE MD COUNCIL-AT-L 2.00 X 0 0 0 AURORA PRYOR MD COUNCIL-AT-L 2.00 X 0 0 0 RANJAN SUDAN MD COUNCIL-AT-L 2.00 X 0 0 0 KAREN FLANDERS MSN ARNP IH PRESIDENT 2.00 X 0 0 0 PAM DAVIS IH PRESIDENT 2.00 X 0 0 0 TERESA LAMASTERS MD COUNCIL-AT-L 2.00 X 0 0 0 NATAN ZUNDEL MD COUNCIL-AT-L 2.00 X 0 0 0 MATTHEW HUTTER MD SEC/TREAS - 2.00 X 0 0 0 LISA WEST-SMITH PHD IH PRESIDENT 2.00 X 0 0 0 GEORGEANN N MALLORY EXECUTIVE DI 40.00 X 143925 0 28789 155925 28789 1 false true false COMMUNICATION PARTNERS & ASSOCIATES 575 LEXINGTON AVE SUITE 400 NEW YORK NY 10022 PUBLIC RELATION 252531 ELSEVIER INC 245 PEACHTREE CENTER AVE SUITE 1900 ATLANTA GA 30303 PUBLISHING 241320 HARVEY SUGERMAN MD FACS 290 SOUTHWINDS DRIVE SANIBEL FL 33957 SOARD EDITOR 109273 3 47500 47500 MEMBERSHIP DUES 541900 1000534 1000534 MEETINGS 611710 681817 681817 QUALIFIED SPONSORSHIPS 900099 180300 180300 SOARD INCOME - EDITOR & IFSO 611710 109805 109805 CORPORATE COUNCIL DUES 611710 83800 83800 123020 123020 2179276 128471 128471 180580 180580 3650651 3229236 421415 421415 421415 5476 3671 1805 1805 OBESITY WEEK, LLC 541800 821090 821090 WEBSITE ADVERTISING 541800 17800 17800 CONNECT ON-LINE MAGAZINE 541800 15912 15912 5130 5130 859932 3818979 2577381 22930 1171168 X 6000 184714 539279 92298 81615 70519 11875 7800 50500 309164 394332 129155 90968 31615 640913 12260 47825 RN CREDENTIALING 147139 PUBLIC RELATIONS - CONNCT 48000 CREDIT CARD CHARGES 46406 IFSO 45425 26820 3014622 0 0 0 335 3659 1149615 1139410 200000 243000 38325 20750 51191 30871 107582 69678 36492 37904 5872056 6922615 8619 737507 958931 330519 8315564 9466235 161762 156740 485902 333908 54810 47783 702474 538431 X 7519257 8833971 93833 93833 7613090 8927804 8315564 9466235 804357 510355 2 X false false RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false true false 107582 69678 37904 37904 OBESITY WEEK, LLC 737507 C 737507 DUE TO DSS TASK FORCE 24812 DUE TO STATE CHAPTERS 21617 DUE TO GEORGEANN MALLORY 1354 47783 AWARD EAST ASIA & PACIFIC 1 3000 CHECK AWARD EUROPE 1 3000 CHECK false false false false false false false false false GEORGEANN N MALLORY EXECUTIVE DIRECTOR 143925 21589 7200 172714 FORM 990, PAGE 1, ITEM B AS NOTED IN THE SCHEDULE BELOW, MEETING REVENUE INADVERTENTLY INCLUDED DUPLICATE REVENUE FROM OBESITY WEEK, LLC WHICH ALSO OVERSTATED THE FOLLOWING ASSET ACCOUNTS: DUE FROM OBESITY WEEK AND INVESTMENTS-PROGRAM RELATED, THE EQUITY INVESTMENT IN OBESITY WEEK, LLC. THIS RESULTED IN MEETING INCOME BEING OVERSTATED BY 743,786 AND MISCELLANEOUS REVENUE - OBESITY WEEK, LLC BEING UNDERSTATED BY 38,414. IN ADDITION, DEFERRED REVENUE OF 20,000 WAS INADVERTENTLY NOT RECOGNIZED. THIS RESULTED IN ROYALTY INCOME BEING UNDERSTATED BY 20,000 (160,580 - 180,580). AS ORIGINALLY INCREASE AS FORM / SCHEDULE AND LINE REPORTED (DECREASE) AMENDED -------------------------- ---------- --------- -------- FORM 990, PART I - COLUMN: CURRENT YEAR: LINE 9 - PROGRAM SERVICE REVENUE 2,923,062 (743,786) 2,179,276 LINE 11 - OTHER REVENUE 1,003,903 38,414 1,042,317 ---------- --------- -------- LINE 12 - TOTAL REVENUE 4,524,351 (705,372) 3,818,979 =========== ========= ========== LINE 19 - REVENUE LESS EXPENSES 1,509,729 (705,372) 804,357 =========== ========= ========== LINE 20 - TOTAL ASSETS 10,191,607 (725,372) 9,466,235 LINE 21 - TOTAL LIABILITIES 558,431 (20,000) 538,431 ---------- --------- -------- LINE 22 - NET ASSETS 9,633,176 (705,372) 8,927,804 =========== ========= ========== FORM 990, PART VIII: LINE 2B - MEETINGS 1,425,603 (743,786) 681,817 LINE 2G - TOTAL PROGRAM SERVICE REVENUE 2,923,062 (743,786) 2,179,276 LINE 5 - ROYALTIES 160,580 20,000 180,580 LINE 11 MISCELLANEOUS REVENUE: LINE 11A - OBESITY WEEK, LLC 802,676 18,414 821,090 LINE 11E - TOTAL MISCELLANEOUS INCOME 841,518 18,414 859,932 LINE 12 - TOTAL REVENUE 4,524,351 (705,372) 3,818,979 FORM 990, PART X: LINE 13 - INVESTMENTS-PROGRAM RELATED 746,126 (8,619) 737,507 LINE 15 - OTHER ASSETS 1,047,272 (716,753) 330,519 LINE 16 - TOTAL ASSETS 10,191,607 (725,372) 9,466,235 LINE 19 - DEFERRED REVENUE 353,908 (20,000) 333,908 LINE 26 - TOTAL LIABILITIES 558,431 (20,000) 538,431 LINE 27 - UNRESTRICTED NET ASSETS 9,539,343 (705,372) 8,833,971 LINE 34 - TOTAL LIABILITIES AND NET ASSETS 10,191,607 (725,372) 9,466,235 SCHEDULE D, PART VIII - INVESTMENTS-PROGRAM RELATED LINE 1 - OBESITY WEEK, LLC 746,126 (8,619) 737,507 SCHEDULE D, PART IX - OTHER ASSETS - DUE TO CHANGES MADE, THE OTHER ASSETS ARE NO LONGER 5% OR GREATER OF THE TOTAL ASSETS AND ARE NO LONGER BEING REPORTED IN THIS SECTION. SCHEDULE R, PART V - TRANSACTIONS WITH RELATED ORGANIZATIONS LINE 2 -(1)D - OBESITY WEEK, LLC 885,279 (716,753) 168,526 FORM 990 - ORGANIZATION'S MISSION THE PURPOSE OF THE SOCIETY IS TO ADVANCE THE ART AND SCIENCE OF BARIATRIC SURGERY BY CONTINUED ENCOURAGEMENT OF ITS MEMBERS TO CARRY OUT THE FOLLOWING MISSION: (1) TO IMPROVE THE CARE AND TREATMENT OF PEOPLE WITH OBESITY AND RELATED DISEASES; (2) TO ADVANCE THE SCIENCE AND UNDERSTANDING OF METABOLIC SURGERY; (3) TO FOSTER COMMUNICATION BETWEEN HEALTH PROFESSIONAL ON OBESITY AND RELATED CONDITIONS; (4) TO BE THE RECOGNIZED AUTHORITY AND RESOURCE ON METABOLIC AND BARIATRIC SURGERY; (5) TO ADVOCATE FOR HEALTH CARE POLICY THAT ENSURES PATIENT ACCESS TO HIGH QUALITY PREVENTION AND TREATMENT OF OBESITY; (6) TO BE A HIGHLY VALUED SPECIALTY SOCIETY THAT SERVES THE EDUCATIONAL AND PROFESSIONAL NEEDS OF OUR DIVERSE MEMBERSHIP. FORM 990 FEDERAL INCOME TAXES IN THE AMOUNT OF 0 WERE PAID/ACCRUED BY THE ASSOCIATION DURING 2017. FORM 990, PAGE 6, PART VI, LINE 6 THE SOCIETY CONSISTS OF EIGHT CLASSES OF MEMBERS, DESIGNATED REGULAR, AFFILIATE SURGEON, AFFILIATE PHYSICIAN, ASSOCIATE, MEDICAL STUDENT, SENIOR, HONORARY AND DISTINGUISHED MEMBERS. MEMBERSHIP IS CONFERRED UPON APPLICATION, COMPLIANCE WITH THE STANDARDS AND REQUIREMENTS AND APPROVAL BY MAJORITY VOTE OF THE EXECUTIVE COUNCIL. FORM 990, PAGE 6, PART VI, LINE 7A THE SECRETARY-TREASURER AND COUNCILMEN-AT-LARGE WILL BE ELECTED BY THE MAJORITY OF VOTING MEMBERS AT THE ANNUAL BUSINESS MEETING. VACANCIES OCCURRING IN THE OFFICE OF THE SOCIETY SHALL BE FILLED BY APPOINTMENT BY THE PRESIDENT UNTIL THE NEXT ANNUAL BUSINESS MEETING. FORM 990, PAGE 6, PART VI, LINE 7B EACH VOTING CLASS OF MEMBERS SHALL HAVE THE RIGHT TO VOTE ON THE ELECTION OF OFFICERS OF THE SOCIETY, THE AMOUNT OF DUES AND FEES, THE DISPOSITION OF ALL OR SUBSTANTIALLY ALL OF THE CORPORATION'S ASSETS, ANY MERGER AND ITS PRINCIPAL TERMS AND ANY AMENDMENT OF THOSE TERMS, ANY AMENDMENT TO THE BYLAWS OR ARTICLES OF INCORPORATION, AND ANY ELECTION TO DISSOLVE THE SOCIETY. FORM 990, PAGE 6, PART VI, LINE 11B EXECUTIVE DIRECTOR REVIEWS FORM 990 BEFORE IT IS FILED. FORM 990, PAGE 6, PART VI, LINE 12C THE POLICY APPLIES TO (1) MEMBERS OF THE EXECUTIVE COUNCIL, (2) MEMBERS OF THE INTEGRATED HEALTH SCIENCES SECTION OF THE EXECUTIVE COUNCIL, (3) CHAIRS OF ALL COMMITTEES AND SUBCOMMITTEES AND (4) THE EXECUTIVE DIRECTOR OF THE SOCIETY. ALL COVERED PERSONS COMPLETE AND SUBMIT A CONFLICT OF INTEREST DISCLOSURE STATEMENT OF ALL POTENTIAL CONFLICTS OF INTEREST AND RELATIONSHIPS. THE FORM IS SUBMITTED ANNUALLY AND MAINTAINED IN THE SOCIETY'S BUSINESS OFFICE. IF A CONFLICT ARISES, THAT PERSON SHALL GENERALLY BE RECUSED FROM PARTICIPATING IN AN ACTIONS INVOLVING THAT SUBJECT MATTER. FORM 990, PAGE 6, PART VI, LINE 15A ASMBS HAS A COMPENSATION POLICY USED TO DETERMINE THE SALARY OF THE EXECUTIVE DIRECTOR. THIS POLICY REQUIRES EXECUTIVE COUNCIL, OR COMPENSATION COMMITTEE IF APPLICABLE, TO PERIODICALLY (BUT NOT LESS THAN EVERY THREE YEARS) CONDUCT COMPENSATION SURVEYS FOR SIMILAR PERSONS IN FUNCTIONALLY COMPARABLE POSITIONS. THE PERFORMANCE AND COMPENSATION OF THE EXECUTIVE DIRECTOR SHALL BE FORMALLY REVIEWED AND APPROVED BY THE EXECUTIVE COUNCIL ON AN ANNUAL BASIS AND THE DELIBERATIONS REFLECTED IN THE MEETING MINUTES. FORM 990, PAGE 6, PART VI, LINE 15B COMPENSATION OF EMPLOYEES OTHER THAN THE EXECUTIVE DIRECTOR ARE DETERMINED BY THE EXECUTIVE DIRECTOR UTILIZING APPROPRIATE FACTORS SUCH AS EXPERIENCE, EDUCATION, LENGTH OF SERVICE, MARKET CONDITIONS, AND JOB RESPONSIBILITIES. FORM 990, PAGE 6, PART VI, LINE 19 ASMBS DOES NOT MAKE ITS GOVERNING DOCUMENTS OR CONFLICTS OF INTEREST POLICY AVAILABLE TO THE PUBLIC. THE ANNUAL REPORT, WHICH INCLUDED FINANICAL STATEMENTS, IS AVAILABLE THROUGH THE ASMBS WEBSITE. FORM 990, PART IX, LINE 11G PR & ADVOCACY 357,164 0 0 LESS READERSHIP COSTS (990-T) -48,000 0 0 TOTAL 309,164 0 0 FORM 990, PART XI, LINE 9 ROUNDING 2 OBESITY WEEK LLC 1110 BONIFANT STREET SUITE 500 SILVER SPRING MD 20910 270982915 EDUCATION MD ASMBS EXCLUDED 699000 584158 false false 0.57000 false false false true false false false false false false false false true false false true false false true OBESITY WEEK LLC D 168526 CASH AMOUNT OBESITY WEEK LLC M 1170621 CASH AMOUNT OBESITY WEEK LLC P 271480 CASH AMOUNT OBESITY WEEK LLC S 771626 CASH AMOUNT