AMERICAN GASTROENTEROLOGICAL ASSOCIATION INSTITUTE INC: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- AMERICAN GASTROENTEROLOGICAL ASSOCIATION INSTITUTE INC (EIN 36-6066325)
- Tax period
- 2012-04-01 to 2013-03-31
- Filed
- 2014-02-15
- IRS object ID
- 201410499349301371
- Schema version
- 2012v2.1
- 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 G
- Schedule I
- Schedule J
- Schedule K
- Schedule L
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2014-02-15T13:31:07-06:00 | Timestamp |
| Tax Period End Date | 2013-03-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 521855942 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TATE AND TRYON | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2021 L STREET NW SUITE 400 | AddressLine1 |
| City | WASHINGTON | City |
| State | DC | State |
| ZIP Code | 20036 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2012-04-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 366066325 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AMERICAN GASTROENTEROLOGICAL ASSOCIATION | BusinessNameLine1 |
| Business Name Line2 | INSTITUTE INC | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | AMER | NameControl |
| Phone | 3016542055 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4930 DEL RAY AVENUE | AddressLine1 |
| City | BETHESDA | City |
| State | MD | State |
| ZIP Code | 20814 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | THOMAS J SERENA | Name |
| Title | CO-EXECUTIVE VICE PRESIDENT | Title |
| Phone | 3016542055 | Phone |
| Date Signed | 2014-02-18 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | DEBORAH G KOSNETT | Name |
| PTIN | P00290720 | PTIN |
| Phone | 2022932200 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | LYNN ROBINSONTHOMAS SERE | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4930 DEL RAY AVENUE | AddressLine1 |
| City | BETHESDA | City |
| State | MD | State |
| ZIP Code | 20814 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 32300441 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.GASTRO.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1937 | YearFormation |
| State Legal Domicile | DE | StateLegalDomicile |
| Activity Or Mission Description | TO CARRY OUT THE EDUCATIONAL, PRACTICE, AND RESEARCH INTERESTS OF THE AGA MEMBERS. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 12 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 1 | NbrIndependentVotingMembers |
| Total Nbr Employees | 98 | TotalNbrEmployees |
| Total Nbr Volunteers | 120 | TotalNbrVolunteers |
| Total Gross UBI | 336389 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 171914 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 3605753 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 4180717 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 14850256 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 17047436 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 2202869 | InvestmentIncomePriorYear |
| Investment Income Current Year | 2623069 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 50523 | OtherRevenuePriorYear |
| Other Revenue Current Year | 53412 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 20709401 | TotalRevenuePriorYear |
| Total Revenue Current Year | 23904634 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 1167025 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 1354881 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 9173301 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 9298150 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 243719 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 36692 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 398464 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 7518484 | OtherExpensePriorYear |
| Other Expenses Current Year | 7316622 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 18102529 | TotalExpensesPriorYear |
| Total Expenses Current Year | 18006345 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 2606872 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 5898289 | RevenuesLessExpensesCY |
| Total Assets BOY | 54658605 | TotalAssetsBOY |
| Total Assets EOY | 62518447 | TotalAssetsEOY |
| Total Liabilities BOY | 11821027 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 12887599 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 42837578 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 49630848 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | 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. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 4192947 | Expense |
| Revenue | 6873019 | Revenue |
| Description | CONTRACT PROGRAMS - THE AGA INSTITUTE PROVIDES MEMBERS WITH PROGRAMS, RESOURCES, TOOLS AND SKILLS TO ENHANCE PRACTICE AND PROVIDE QUALITY PATIENT CARE. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 2403194 | Expense |
| Revenue | 1858060 | Revenue |
| Description | EDUCATION - AGA IS THE HOME OF SOME OF THE HIGHEST QUALITY SCIENTIFIC AND CLINICAL KNOWLEDGE FOR GI CLINICIANS AND RESEARCHES IN THE WORLD. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 1622041 | Expense |
| Revenue | 8316357 | Revenue |
| Description | PUBLICATIONS - THE AGA INSTITUTE PRODUCES JOURNALS, MAGAZINES AND NEWSLETTERS THAT PROVIDE CUTTING-EDGE INFORMATION FOR CLINICIANS, ACADEMICIANS, TRAINEES, AND PRACTICE MANAGERS. THE AGA INSTITUTE PRESS PUBLISHES BOOKS AND OTHER NON-PERIODICAL RESOURCES FOR MEDICAL PROFESSIONAL AND FOR PATIENTS CHALLENGED BY DIGESTIVE DISEASE. | Description |
Activity Other ActivityOther (3 entries)
| ExpenseExpense | GrantsGrants | DescriptionDescription |
|---|---|---|
| 1629882 | 1354881 | RESEARCH AWARDS - THE AGA INSTITUTE AWARDS NEARLY $2 MILLION IN RESEARCH GRANTS ANNUALLY. ITS MAIN MISSION IS TO RAISE FUNDS TO SUPPORT YOUNG RESEARCHERS IN GASTROENTEROLOGY AND HEPATOLOGY. |
| 569590 | COMMITTEES - THE AGA INSTITUTE COMMITTEE STRUCTURE ENABLES VOLUNTEER MEMBERS TO PLAY AN ACTIVE ROLE IN THE ASSOCIATION'S DECISION-MAKING PROCESS. EACH COMMITTEE IS ASSIGNED A MISSION AND SET OF RESPONSIBILITIES ASSOCIATED WITH A PARTICULAR AREA WITHIN THE ASSOCIATION. ALL COMMITTEES ARE CALLED UPON BY THE GOVERNING BOARD TO EVALUATE AND MAKE RECOMMENDATIONS REGARDING MATTERS UNDER THEIR PURVIEW. | |
| 1505614 | OTHER AGA INSTITUE PROGRAMS |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 3705086 | TotalOfOtherProgramServiceExp |
| Total Of Other Program Service Grnt | 1354881 | TotalOfOtherProgramServiceGrnt |
| Total Program Service Expense | 11923268 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 0 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 1 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 1 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 1 | MoreThan5000KToIndividuals |
| Professional Fundraising | 1 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 1 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 1 | TaxExemptBonds |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBonds |
| Escrow Account | 0 | EscrowAccount |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuer |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 1 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | 1 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 193 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 98 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 1 | UnrelatedBusinessIncome |
| Form990-T Filed | 1 | Form990-TFiled |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 12 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 1 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 1 | MembersOrStockholders |
| Election Of Board Members | 1 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 0 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | AK | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | AL | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | AR | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | AZ | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | CA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | CO | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | CT | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | DC | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | FL | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | GA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | HI | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | IL | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | KS | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | KY | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MD | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | ME | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MI | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MN | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MO | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MS | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NC | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | ND | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NH | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NJ | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NM | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NY | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | OH | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | OK | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | OR | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | PA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | RI | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | SC | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | TN | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | UT | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | VA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | WA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | WI | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | WV | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THOMAS J SERENA | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 3016542055 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4930 DEL RAY AVENUE | AddressLine1 |
| City | BETHESDA | City |
| State | MD | State |
| ZIP Code | 20814 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (24 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Average Hours Per Week RelatedAverageHoursPerWeekRelated | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Key EmployeeKeyEmployee | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|---|---|
| LOREN A LAINE MD AGAF | |||||||||
| PRES-ELECT TIL 5/31; PRES AS OF 6/1 | 2.50 | 2.50 | X | X | 42138 | 0 | 0 | ||
| ANIL K RUSTGI MD AGAF | |||||||||
| VP TIL 5/31; PRES-ELECT AS OF 6/1 | 2.50 | 2.50 | X | X | 10175 | 0 | 0 | ||
| C RICHARD BOLAND MD AGAF | |||||||||
| PRES TIL 5/31; PAST PRES AS OF 6/1 | 2.50 | 2.50 | X | X | 34688 | 9250 | 0 | ||
| JOHN I ALLEN MD MBA AGAF | |||||||||
| COUNCILLOR TIL 5/31; VP AS OF 6/1 | 2.50 | 2.50 | X | X | 9124 | 0 | 0 | ||
| J SUMNER BELL III MD AGAF | |||||||||
| SECRETARY/TREASURER | 2.50 | 2.50 | X | X | 6938 | 0 | 0 | ||
| SHEILA E CROWE MD AGAF | |||||||||
| COUNCILLOR | 2.50 | 2.50 | X | 5900 | 0 | 0 | |||
| RONALD P FOGEL MD AGAF | |||||||||
| COUNCILLOR AS OF 6/1 | 2.50 | 2.50 | X | 0 | 0 | 0 | |||
| FRANCIS M GIARDIELLO MD AGAF | |||||||||
| COUNCILLOR TIL 5/31 | 2.50 | 2.50 | X | 0 | 0 | 0 | |||
| LAWRENCE S KIM MD AGAF | |||||||||
| COUNCILLOR | 2.50 | 2.50 | X | 0 | 0 | 0 | |||
| NICHOLAS F LARUSSO MD AGAF | |||||||||
| COUNCILLOR | 2.50 | 0.00 | X | 0 | 0 | 0 | |||
| DAVID A LIEBERMAN MD AGAF | |||||||||
| COUNCILLOR AS OF 6/1 | 2.50 | 2.50 | X | 17000 | 0 | 0 | |||
| HELEN M SHIELDS MD AGAF | |||||||||
| COUNCILLOR | 2.50 | 2.50 | X | 0 | 0 | 0 | |||
| VINCENT W YANG MD PHD | |||||||||
| COUNCILLOR | 2.50 | 2.50 | X | 0 | 0 | 0 | |||
| LYNN P ROBINSON | |||||||||
| CO-EXECUTIVE VICE PRESIDENT | 30.00 | 10.00 | X | 271687 | 90562 | 56981 | |||
| THOMAS J SERENA | |||||||||
| CO-EXECUTIVE VICE PRESIDENT | 30.00 | 10.00 | X | 270606 | 90202 | 57342 | |||
| MICHAEL STOLAR | |||||||||
| SENIOR VICE PRESIDENT | 40.00 | 0.00 | 301341 | 0 | 40462 | X | |||
| DIANNE BACH | |||||||||
| SENIOR VICE PRESIDENT | 40.00 | 0.00 | 239037 | 0 | 37074 | X | |||
| JEFFREY SPRINGER | |||||||||
| VICE PRES, MRKTG & MEMBR SVCS | 20.00 | 20.00 | 93507 | 93507 | 31716 | X | |||
| WENDY COHEN | |||||||||
| VICE PRES, PRAC & QUALITY | 40.00 | 0.00 | 197870 | 0 | 45066 | X | |||
| LORI MARKS | |||||||||
| VICE PRES, EDUCATION AS OF 6/1 | 40.00 | 0.00 | 134651 | 0 | 10133 | X | |||
| ARCELI BACSINILA | |||||||||
| SR DIRECTOR, FINANCE | 40.00 | 0.00 | 145584 | 0 | 16908 | X | |||
| ELLEN SILVER | |||||||||
| VICE PRES, MTGS & CONVTNS | 40.00 | 0.00 | 169170 | 0 | 38051 | X | |||
| CHARLES WILLIS | |||||||||
| VICE PRES, EDUCATION TIL 6/1 | 40.00 | 0.00 | 125107 | 0 | 16127 | X | |||
| JESSICA DUNCAN | |||||||||
| VICE PRES, COMMUNICATIONS | 40.00 | 0.00 | 148901 | 0 | 38835 | X | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 2223424 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 283521 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 388695 | TotalOtherCompensation |
| Number Individuals GT100 K | 20 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (3 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| MEDSCAPE LLC | |||||
| 12186 COLLECTIONS CENTER DR | CHICAGO | IL | 60693 | MEDICAL EDUCATION SVCS | 1928969 |
| COMMUNITY COUNSELING SERVICES LLC | |||||
| PO BOX 27462 | NEW YORK | NY | 10087 | STRATEGIC CONSULTING | 264643 |
| BROWSERMEDIA | |||||
| 7735 OLD GEORGETOWN RD STE 500 | BETHESDA | MD | 20814 | WEB SERVICES | 115072 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 3 | NumberOfContractorsGT100K |
| All Other Contributions | 4180717 | AllOtherContributions |
| Total Contributions | 4180717 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (5 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome | Unrelated Business RevenueUnrelatedBusinessRevenue |
|---|---|---|---|---|
| PUBLICATIONS | 541800 | 8316357 | 8056789 | 259568 |
| DIGESTIVE DISEASE WEEK | 900099 | 3594145 | 3517324 | 76821 |
| SPONSORSHIPS | 900099 | 2354427 | 2354427 | |
| EDUCATIONAL CONFERENCES | 900099 | 1858060 | 1858060 | |
| AGA ASSN MANAGMENT | 900099 | 645316 | 645316 |
Total Oth Program Service Revenue TotalOthProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 279131 | TotalRevenueColumn |
| Related Or Exempt Function Income | 279131 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 17047436 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1282412 | TotalRevenueColumn |
| Exclusion | $1,282,412 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 1950 | Real |
Less Rental Expenses LessRentalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 0 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 1950 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1950 | TotalRevenueColumn |
| Exclusion | $1,950 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 9736464 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 8395807 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 1340657 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1340657 | TotalRevenueColumn |
| Exclusion | $1,340,657 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | MAILING LIST ROYALTY | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 51462 | TotalRevenueColumn |
| Exclusion | $51,462 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 51462 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 23904634 | TotalRevenueColumn |
| Related Or Exempt Function Income | 16711047 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 336389 | UnrelatedBusinessRevenue |
| Exclusion | $2,676,481 | ExclusionAmount |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1289881 | Total |
| Program Services | 1289881 | ProgramServices |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 65000 | Total |
| Program Services | 65000 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2042921 | Total |
| Program Services | 1413221 | ProgramServices |
| Management And General | 561177 | ManagementAndGeneral |
| Fundraising | 68523 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5392207 | Total |
| Program Services | 4294912 | ProgramServices |
| Management And General | 889047 | ManagementAndGeneral |
| Fundraising | 208248 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 463098 | Total |
| Management And General | 463098 | ManagementAndGeneral |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 925671 | Total |
| Program Services | 32 | ProgramServices |
| Management And General | 925639 | ManagementAndGeneral |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 474253 | Total |
| Management And General | 474253 | ManagementAndGeneral |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 51196 | Total |
| Program Services | 27528 | ProgramServices |
| Management And General | 17116 | ManagementAndGeneral |
| Fundraising | 6552 | Fundraising |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 30900 | Total |
| Management And General | 30900 | ManagementAndGeneral |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 36692 | Total |
| Fundraising | 36692 | Fundraising |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 244897 | Total |
| Program Services | 244897 | ProgramServices |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1701008 | Total |
| Program Services | 1495995 | ProgramServices |
| Management And General | 198738 | ManagementAndGeneral |
| Fundraising | 6275 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8466 | Total |
| Program Services | 8466 | ProgramServices |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 782953 | Total |
| Program Services | 362704 | ProgramServices |
| Management And General | 400029 | ManagementAndGeneral |
| Fundraising | 20220 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 13746 | Total |
| Management And General | 13746 | ManagementAndGeneral |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2893 | Total |
| Program Services | 2893 | ProgramServices |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 313705 | Total |
| Program Services | 11559 | ProgramServices |
| Management And General | 302146 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 782041 | Total |
| Program Services | 618349 | ProgramServices |
| Management And General | 146204 | ManagementAndGeneral |
| Fundraising | 17488 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 997483 | Total |
| Program Services | 900689 | ProgramServices |
| Management And General | 71147 | ManagementAndGeneral |
| Fundraising | 25647 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 261776 | Total |
| Management And General | 261776 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 512646 | Total |
| Management And General | 512646 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 91892 | Total |
| Program Services | 13916 | ProgramServices |
| Management And General | 77976 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Management And GeneralManagementAndGeneral | Program ServicesProgramServices | FundraisingFundraising |
|---|---|---|---|---|
| FED & STATE INCOME TAX | 57500 | 57500 | ||
| HONORARIA | 927430 | 117475 | 809955 | |
| RESERVE FOR BAD DEBT | 247750 | 247750 | ||
| DUES & EDUCATION | 118561 | 58514 | 59022 | 1025 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 169779 | Total |
| Program Services | 56499 | ProgramServices |
| Management And General | 105486 | ManagementAndGeneral |
| Fundraising | 7794 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 18006345 | Total |
| Program Services | 11923268 | ProgramServices |
| Management And General | 5684613 | ManagementAndGeneral |
| Fundraising | 398464 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 19874 | BOY |
| EOY | 11672 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6687647 | BOY |
| EOY | 8530044 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1469451 | BOY |
| EOY | 3896884 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 800882 | BOY |
| EOY | 353132 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 228428 | BOY |
| EOY | 245793 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 12636057 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 4949881 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6066318 | BOY |
| EOY | 7686176 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 38455957 | BOY |
| EOY | 41130179 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 267213 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 930048 | BOY |
| EOY | 397354 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 54658605 | BOY |
| EOY | 62518447 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1135031 | BOY |
| EOY | 724365 | EOY |
Grants Payable GrantsPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 324686 | BOY |
| EOY | 529998 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2727616 | BOY |
| EOY | 4000438 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5050000 | BOY |
| EOY | 4840000 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2583694 | BOY |
| EOY | 2792798 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 11821027 | BOY |
| EOY | 12887599 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 30117512 | BOY |
| EOY | 31961275 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2766327 | BOY |
| EOY | 3007933 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9953739 | BOY |
| EOY | 14661640 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 42837578 | BOY |
| EOY | 49630848 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 54658605 | BOY |
| EOY | 62518447 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 5898289 | ReconcilationRevenueExpenses |
| Reconciliation Unrealized Invest | 605501 | ReconciliationUnrealizedInvest |
| Reconcilation Other Changes | 289480 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
FS Audited Basis FSAuditedBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | 1 | AuditCommittee |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | X | PubliclySupportedOrg509a2 |
Gifts Grants Contrib Received509 GiftsGrantsContribReceived509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 2835327 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 18097824 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 4225361 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 3605753 | CurrentTaxYearMinus1Year |
| Current Tax Year | 4180717 | CurrentTaxYear |
| Total | 32944982 | Total |
Gross Receipts From Admissions GrossReceiptsFromAdmissions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 7674680 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 7344086 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 6510808 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 14546371 | CurrentTaxYearMinus1Year |
| Current Tax Year | 17047436 | CurrentTaxYear |
| Total | 53123381 | Total |
Total509 Total509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 10510007 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 25441910 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 10736169 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 18152124 | CurrentTaxYearMinus1Year |
| Current Tax Year | 21228153 | CurrentTaxYear |
| Total | 86068363 | Total |
Amts Recd From Disqual Persons AmtsRecdFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | 50000 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 271100 | CurrentTaxYearMinus1Year |
| Current Tax Year | 5100 | CurrentTaxYear |
| Total | 326200 | Total |
Amts From Subst Contributors AmtsFromSubstContributors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 4815284 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 4322555 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 2279420 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1189878 | CurrentTaxYearMinus1Year |
| Current Tax Year | 522641 | CurrentTaxYear |
| Total | 13129778 | Total |
Support From DQ Ps Etc SupportFromDQPsEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 4815284 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 4322555 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 2329420 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1460978 | CurrentTaxYearMinus1Year |
| Current Tax Year | 527741 | CurrentTaxYear |
| Total | 13455978 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | 72612385 | PublicSupportTotal509 |
Gross Investment Income509 GrossInvestmentIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 852912 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 901817 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1223725 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1302783 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1335824 | CurrentTaxYear |
| Total | 5617061 | Total |
Investment Income And UBTI InvestmentIncomeAndUBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 852912 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 901817 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1223725 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1302783 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1335824 | CurrentTaxYear |
| Total | 5617061 | Total |
Net Income From Other UBI NetIncomeFromOtherUBI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 806400 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 333550 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 298356 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 121414 | CurrentTaxYearMinus1Year |
| Current Tax Year | 171914 | CurrentTaxYear |
| Total | 1731634 | Total |
Other Income509 OtherIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 46177 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 25322 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 165085 | CurrentTaxYearMinus2Years |
| Total | 236584 | Total |
Total Support Total TotalSupportTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 12215496 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 26702599 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 12423335 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 19576321 | CurrentTaxYearMinus1Year |
| Current Tax Year | 22735891 | CurrentTaxYear |
| Total | 93653642 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Percentage509 | 0.77530 | PublicSupportPercentage509 |
| Prior Year Support Percentage | 0.72130 | PriorYearSupportPercentage |
| Investment Income Percentage | 0.06000 | InvestmentIncomePercentage |
| Prior Yr Invest Income Percentage | 0.06410 | PriorYrInvestIncomePercentage |
| Thirty Three Percnt Tests CY509 | X | ThirtyThreePercntTestsCY509 |
| General Explanation | SCHEDULE A, PART II, LINE 12, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2008 AMOUNT: $ 46,177. 2009 AMOUNT: $ 25,322. 2010 AMOUNT: $ 165,085. | GeneralExplanation |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 8900227 | BeginningOfYearBalance |
| Contributions | 6155135 | Contributions |
| Investment Earnings Or Losses | 405872 | InvestmentEarningsOrLosses |
| Other Expenditures | 0 | OtherExpenditures |
| End Of Year Balance | 15461234 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 8218612 | BeginningOfYearBalance |
| Contributions | 799593 | Contributions |
| Investment Earnings Or Losses | -49451 | InvestmentEarningsOrLosses |
| Other Expenditures | 68527 | OtherExpenditures |
| End Of Year Balance | 8900227 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 7322635 | BeginningOfYearBalance |
| Contributions | 396595 | Contributions |
| Investment Earnings Or Losses | 639195 | InvestmentEarningsOrLosses |
| Other Expenditures | 139813 | OtherExpenditures |
| End Of Year Balance | 8218612 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributions | 7322635 | Contributions |
| Other Expenditures | 0 | OtherExpenditures |
| End Of Year Balance | 7322635 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.00000 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.94830 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.05170 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1800000 | OtherCostOrOtherBasis |
| Book Value | 1800000 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 7579605 | OtherCostOrOtherBasis |
| Depreciation | 4875115 | Depreciation |
| Book Value | 2704490 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 3256452 | OtherCostOrOtherBasis |
| Depreciation | 74766 | Depreciation |
| Book Value | 3181686 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 7686176 | TotalOfBookValueLandBuildings |
Other Liabilities OtherLiabilities (3 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| INTEREST RATE SWAP LIABILITY | $654,271 |
| DUE TO AFFILIATE | $1,741,923 |
| DEFERRED COMPENSATION LIABILITY | $396,604 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 2792798 | TotalOfAmounts |
| Footnote In Part XIII | X | FootnoteInPartXIII |
| Tot Revenue Etc Audited Fincl Stmt | 24434609 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 605501 | NetUnrealizedGainsInvestments |
| Other Revenues | 169371 | OtherRevenues |
| Revenue Not Rptd F990 | 774872 | RevenueNotRptdF990 |
| Revenue Subtotal | 23659737 | RevenueSubtotal |
| Investment Expenses Not Included | 244897 | InvestmentExpensesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 244897 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 23904634 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 17641339 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | -124099 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | -124099 | ExpensesNotRptdF990 |
| Expenses Subtotal | 17765438 | ExpensesSubtotal |
| Investment Expenses Not Included2 | 244897 | InvestmentExpensesNotIncluded2 |
| Other Expenses Not Included | -3990 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 240907 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 18006345 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII (5 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: | PART V, LINE 4: | ENDOWMENT FUNDS THE ORGANIZATION'S ENDOWMENT CONSISTS OF INDIVIDUAL FUNDS ESTABLISHED FOR AWARDS AND RELATED ACTIVITIES. |
| DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | PART X, LINE 2: | THE ORGANIZATION BELIEVES THAT IT HAS APPROPRIATE SUPPORT FOR INCOME TAX POSITIONS TAKEN AND THEREFORE DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS THAT ARE MATERIAL TO THE FINANCIAL STATEMENTS. THE ORGANIZATION'S INCOME TAX RETURNS ARE GENERALLY SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE AND OTHER STATE AND LOCAL TAXING AUTHORITIES FOR THREE YEARS AFTER THEY WERE FILED. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | GAIN ON INTEREST RATE SWAP 165,381. INTERNAL MAIL SHOP ADJUSTMENT 3,990. | |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | RECOVERY OF PRIOR YEAR GRANTS -124,099. | |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | INTERNAL MAIL SHOP ADJUSTMENT -3,990. |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | 1 | GrantRecordsMaintained |
Accts Actvs Out US Table AcctsActvsOutUSTable (5 entries)
| RegionRegion | Number Of OfficesNumberOfOffices | Number Of EmployeesNumberOfEmployees | Type Of Activities ConductedTypeOfActivitiesConducted | Total ExpendituresTotalExpenditures | Specific Services ProvidedSpecificServicesProvided |
|---|---|---|---|---|---|
| NORTH AMERICA | 0 | 0 | GRANTS TO RECIPIENTS LOCATED IN REGION | 60000 | |
| EUROPE | 0 | 0 | GRANTS TO RECIPIENTS LOCATED IN REGION | 5000 | |
| NORTH AMERICA | 0 | 0 | PROGRAM SERVICES | 1795 | CONFERENCE/MEETING EXPENSES |
| EUROPE | 0 | 0 | PROGRAM SERVICES | 48015 | CONFERENCE/MEETING EXPENSES |
| SOUTH AMERICA | 0 | 0 | PROGRAM SERVICES | 2000 | CONFERENCE/MEETING EXPENSES |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Number Of Offices | 0 | SubtotalNumberOfOffices |
| Subtotal Number Of Employees | 0 | SubtotalNumberOfEmployees |
| Cont Number Of Offices | 0 | ContNumberOfOffices |
| Cont Number Of Employees | 0 | ContNumberOfEmployees |
| Total Number Of Offices | 0 | TotalNumberOfOffices |
| Total Number Of Employees | 0 | TotalNumberOfEmployees |
| Subtotal Amount Spent | 116810 | SubtotalAmountSpent |
| Cont Amount Spent | 0 | ContAmountSpent |
| Total Amount Spent | 116810 | TotalAmountSpent |
Grants To Ind Outside US GrantsToIndOutsideUS (2 entries)
| Type Of AssistanceTypeOfAssistance | RegionRegion | Number Of RecipientsNumberOfRecipients | Amount Of Cash GrantAmountOfCashGrant | Manner Of Cash DisbursementMannerOfCashDisbursement | Amount Of Non Cash AssistanceAmountOfNonCashAssistance | Method Of ValuationMethodOfValuation |
|---|---|---|---|---|---|---|
| RESEARCH GRANTS | NORTH AMERICA | 1 | 60000 | CHECK | 0 | N/A |
| BEAUMONT AWARD | EUROPE | 1 | 5000 | CHECK | 0 | N/A |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transfer To Foreign Corp | 0 | TransferToForeignCorp |
| Interest In Foreign Trust | 0 | InterestInForeignTrust |
| Own Foreign Corp | 0 | OwnForeignCorp |
| Passive Foreign Invest Co | 0 | PassiveForeignInvestCo |
| Foreign Partnership | 0 | ForeignPartnership |
| Boycott Countries | 0 | BoycottCountries |
Form990 Schedule F Part V Form990ScheduleFPartV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PROCEDURE FOR MONITORING GRANTS OUTSIDE THE U.S.: | Identifier |
| Explanation | SCHEDULE F, PART I, LINE 2: PROCEDURE FOR MONITORING THE USE OF GRANT FUNDS: 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. | Explanation |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | X | MailSolicitations |
| Email Solicitations | X | EmailSolicitations |
| In Person Solicitations | X | InPersonSolicitations |
| Solicitation Of Non Govt Grants | X | SolicitationOfNonGovtGrants |
| Solicitation Of Govt Grants | X | SolicitationOfGovtGrants |
| Agreement Ref Fundraising | 0 | AgreementRefFundraising |
Fundraiser Activity Information FundraiserActivityInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Individual | RICK PODGORSKI | NameOfIndividual |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7321 MUSLO LANE | AddressLine1 |
| City | CARLSBAD | City |
| State | CA | State |
| ZIP Code | 92009 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | PROFESSIONAL FUNDRAISER | Activity |
| Fundraiser Control Of Funds | 0 | FundraiserControlOfFunds |
| Gross Receipts | 92278 | GrossReceipts |
| Amount Retained By Contractor | 16889 | AmountRetainedByContractor |
| Net To Organization | -16889 | NetToOrganization |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | 92278 | TotalGrossReceipts |
| Total Retained By Contractors | 16889 | TotalRetainedByContractors |
| Total Net To Organization | -16889 | TotalNetToOrganization |
| Licensed States | AK | LicensedStates |
| Licensed States | AL | LicensedStates |
| Licensed States | AR | LicensedStates |
| Licensed States | AZ | LicensedStates |
| Licensed States | CA | LicensedStates |
| Licensed States | CO | LicensedStates |
| Licensed States | CT | LicensedStates |
| Licensed States | DC | LicensedStates |
| Licensed States | FL | LicensedStates |
| Licensed States | GA | LicensedStates |
| Licensed States | HI | LicensedStates |
| Licensed States | IL | LicensedStates |
| Licensed States | KS | LicensedStates |
| Licensed States | KY | LicensedStates |
| Licensed States | MA | LicensedStates |
| Licensed States | MD | LicensedStates |
| Licensed States | ME | LicensedStates |
| Licensed States | MI | LicensedStates |
| Licensed States | MN | LicensedStates |
| Licensed States | MO | LicensedStates |
| Licensed States | MS | LicensedStates |
| Licensed States | NC | LicensedStates |
| Licensed States | ND | LicensedStates |
| Licensed States | NH | LicensedStates |
| Licensed States | NJ | LicensedStates |
| Licensed States | NM | LicensedStates |
| Licensed States | NY | LicensedStates |
| Licensed States | OH | LicensedStates |
| Licensed States | OK | LicensedStates |
| Licensed States | OR | LicensedStates |
| Licensed States | PA | LicensedStates |
| Licensed States | RI | LicensedStates |
| Licensed States | SC | LicensedStates |
| Licensed States | TN | LicensedStates |
| Licensed States | UT | LicensedStates |
| Licensed States | VA | LicensedStates |
| Licensed States | WA | LicensedStates |
| Licensed States | WI | LicensedStates |
| Licensed States | WV | LicensedStates |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Form990 Schedule I Part III Form990ScheduleIPartIII (19 entries)
| Type Of GrantTypeOfGrant | Number Of RecipientsNumberOfRecipients | Amount Of Cash GrantAmountOfCashGrant | Method Of ValuationMethodOfValuation |
|---|---|---|---|
| FUNDERBURG AWARD | 2 | 100000 | CHECK |
| BEAUMONT AWARD | 1 | 5000 | CHECK |
| INVESTING IN THE FUTURE AWARD | 5 | 8450 | CHECK |
| FRIENDENWALD MEDAL AWARD | 1 | 5000 | CHECK |
| CASTELL AWARD | 1 | 25000 | CHECK |
| GENERAL MILLS RESEARCH SCHOLAR AWARD | 2 | 75000 | CHECK |
| ELSEVIER PILOT RESEARCH AWARD | 1 | 25000 | CHECK |
| PRESIDENT'S RESEARCH SCHOLAR AWARD | 1 | 90000 | CHECK |
| RESEARCH SCHOLAR AWARD | 18 | 540000 | CHECK |
| TAKEDA RESEARCH SCHOLAR AWARD | 1 | 30000 | CHECK |
| SCHWARTZ RESEARCH SCHOLAR AWARD | 1 | 75000 | CHECK |
| ASP GERIATRIC RESEARCH AWARD | 1 | 18750 | CHECK |
| E. KEEFFE AWARD | 1 | 70000 | CHECK |
| FELLOW TO FACULTY TRANSITION AWARD | 5 | 150000 | CHECK |
| FELLOW ABSTRACT AWARD | 3 | 3000 | CHECK |
| STUDENT ABSTRACT AWARD | 11 | 7000 | CHECK |
| STUDENT RESEARCH AWARD | 32 | 80000 | CHECK |
| RUSTI FUND AWARD | 2 | 1000 | CHECK |
| TRAVEL GRANTS | 19 | 13000 | CHECK |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PROCEDURE FOR MONITORING GRANTS IN THE U.S.: | Identifier |
| Return Reference | PART I, LINE 2: | ReturnReference |
| Explanation | SCHEDULE I, PART I, LINE 2: PROCEDURE FOR MONITORING THE USE OF GRANT FUNDS: 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. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Travel For Companions | X | TravelForCompanions |
| Written Policy Re T And E Expenses | 1 | WrittenPolicyReTAndEExpenses |
| Substantiation Required | 1 | SubstantiationRequired |
| Compensation Committee | X | CompensationCommittee |
| Independent Consultant | X | IndependentConsultant |
| Written Employment Contract | X | WrittenEmploymentContract |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 1 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (9 entries)
| TitleTitle | Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| LYNN P ROBINSON | ||||||||||||||
| CO-EXECUTIVE VICE PRESIDENT | 242364 | 80788 | 16206 | 5402 | 13117 | 4372 | 19159 | 6386 | 23577 | 7859 | 314423 | 104807 | 0 | 0 |
| THOMAS J SERENA | ||||||||||||||
| CO-EXECUTIVE VICE PRESIDENT | 253468 | 84489 | 16206 | 5402 | 932 | 311 | 19159 | 6386 | 23848 | 7949 | 313613 | 104537 | 0 | 0 |
| MICHAEL STOLAR | ||||||||||||||
| SENIOR VICE PRESIDENT | 267870 | 0 | 8547 | 0 | 24924 | 0 | 20396 | 0 | 20066 | 0 | 341803 | 0 | 0 | 0 |
| DIANNE BACH | ||||||||||||||
| SENIOR VICE PRESIDENT | 224625 | 0 | 6960 | 0 | 7452 | 0 | 16609 | 0 | 20465 | 0 | 276111 | 0 | 0 | 0 |
| JEFFREY SPRINGER | ||||||||||||||
| VICE PRES, MRKTG & MEMBR SVCS | 89291 | 89291 | 2735 | 2735 | 1481 | 1481 | 6526 | 6526 | 9332 | 9332 | 109365 | 109365 | 0 | 0 |
| WENDY COHEN | ||||||||||||||
| VICE PRES, PRAC & QUALITY | 188892 | 0 | 5861 | 0 | 3117 | 0 | 14158 | 0 | 30908 | 0 | 242936 | 0 | 0 | 0 |
| ARCELI BACSINILA | ||||||||||||||
| SR DIRECTOR, FINANCE | 140862 | 0 | 4300 | 0 | 422 | 0 | 10334 | 0 | 6574 | 0 | 162492 | 0 | 0 | 0 |
| ELLEN SILVER | ||||||||||||||
| VICE PRES, MTGS & CONVTNS | 160095 | 0 | 8750 | 0 | 325 | 0 | 11861 | 0 | 26190 | 0 | 207221 | 0 | 0 | 0 |
| JESSICA DUNCAN | ||||||||||||||
| VICE PRES, COMMUNICATIONS | 144055 | 0 | 4573 | 0 | 273 | 0 | 10913 | 0 | 27922 | 0 | 187736 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII (2 entries)
| Return ReferenceReturnReference | ExplanationExplanation |
|---|---|
| PART I, LINE 1A | THE ASSOCIATION'S BOARD CHAIR IS PERMITTED TO BRING A COMPANION ON BUSINESS TRIPS FOR THE ASSOCIATION, AND IS COMPENSATED THEREFOR. |
| PART I, LINE 7 | THE AGAI CO-EXECUTIVE DIRECTORS ARE ELIGIBLE TO RECEIVE ANNUAL BONUSES, DETERMINED AS A PERCENTAGE OF BASE SALARY. THESE BONUSES ARE AWARDED AT THE DISCRETION OF THE INSTITUTE'S EXECUTIVE COMPENSATION COMMITTEE, SUBJECT TO FULL BOARD APPROVAL. |
Schedule K IRS990ScheduleK
Form990 Schedule K Part I Form990ScheduleKPartI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MONTGOMERY COUNTY MARYLAND | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Issuer EIN | 526000980 | IssuerEIN |
| CUSIP Number | 613342BW3 | CUSIPNumber |
| Date Issued | 2003-07-07 | DateIssued |
| Issue Price | 6600000 | IssuePrice |
| Description Of Purpose | MORTGAGE REFINANCING | DescriptionOfPurpose |
| Defeased | 0 | Defeased |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuer |
| Pool Financing | 0 | PoolFinancing |
Form990 Schedule K Part II Form990ScheduleKPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Total Proceeds | 6600000 | TotalProceeds |
| Issuance Costs From Proceeds | 182934 | IssuanceCostsFromProceeds |
| Capital Expenditures | 6417066 | CapitalExpenditures |
| Year Of Subst Completion | 2004 | YearOfSubstCompletion |
| Current Refunding | 1 | CurrentRefunding |
| Advance Refunding | 0 | AdvanceRefunding |
| Final Allocation Made | 1 | FinalAllocationMade |
| Adequate Books And Recds Maintaind | 1 | AdequateBooksAndRecdsMaintaind |
Form990 Schedule K Part III Form990ScheduleKPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Owning Bond Financed Property | 0 | OwningBondFinancedProperty |
| Any Lease Arrangements | 0 | AnyLeaseArrangements |
| Mngment Cntrct Bond Financd Prprty | 0 | MngmentCntrctBondFinancdPrprty |
| Any Research Agreements | 0 | AnyResearchAgreements |
| Percentage Of Prvt Business Re UBI | 0.02000 | PercentageOfPrvtBusinessReUBI |
| Total Private Business Use | 0.02000 | TotalPrivateBusinessUse |
| Bond Iss Meet Prvt Security Pay Test | 0 | BondIssMeetPrvtSecurityPayTest |
| Change In Use Bond Financed Prop | 0 | ChangeInUseBondFinancedProp |
| Non Qualified Bond Remed Procdrs | 1 | NonQualifiedBondRemedProcdrs |
Form990 Schedule K Part IV Form990ScheduleKPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Form8038 T Filed | 0 | Form8038TFiled |
| Rebate Not Due Yet | 0 | RebateNotDueYet |
| Exception To Rebate | 0 | ExceptionToRebate |
| No Rebate Due | 1 | NoRebateDue |
| Variable Rate Issue | 1 | VariableRateIssue |
| Hedge Identified In Books And Recds | 1 | HedgeIdentifiedInBooksAndRecds |
Name Of Hedge Provider NameOfHedgeProvider
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WACHOVIA | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Term Of Hedge | 14.000000000000 | TermOfHedge |
| Superintegrated Hedge | 0 | SuperintegratedHedge |
| Hedge Terminated | 0 | HedgeTerminated |
| Gross Proceeds Invested In GIC | 0 | GrossProceedsInvestedInGIC |
| Gross Proceeds Invested | 0 | GrossProceedsInvested |
| Written Proc To Monitor Reqs | 0 | WrittenProcToMonitorReqs |
Form990 Schedule K Part V Form990ScheduleKPartV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Proc To Undertk Corrective Action | 1 | ProcToUndertkCorrectiveAction |
Form990 Schedule K Part VI Form990ScheduleKPartVI (2 entries)
| IdentifierIdentifier | ExplanationExplanation |
|---|---|
| SCHEDULE K, PART IV, LINE 2C: | NO REBATE WAS NECESSARY AS ALL PROCEEDS FROM THE BOND ISSUANCE WERE SPENT BY 2004. |
| SCHEDULE K, PART IV, LINE 7: | ALL PROCEEDS WERE SPENT BY 2004. |
Schedule L IRS990ScheduleL
Form990 Schedule L Part IV Form990ScheduleLPartIV
Name Of Interested Person NameOfInterestedPerson
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AMERICAN GASTROENTEROLOGICAL ASSOCIATION INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship | COMMON BOARD MEMBERS/BOARD SELECTION CONTROL | Relationship |
| Description Of Transaction | PLEASE SEE SCHEDULE R FOR ALL REPORTABLE TRANSACTIONS BETWEEN THE INSTITUTE AND THE RELATED ASSOCIATION. | DescriptionOfTransaction |
| Sharing Of Revenues | 0 | SharingOfRevenues |
Form990 Schedule L Part V Form990ScheduleLPartV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | SCHEDULE L, PART IV: | Identifier |
| Explanation | THE INSTITUTE AND ITS RELATED TRADE ASSOCIATION ARE TWO SECTION 501(C) ORGANIZATIONS THAT HAVE BOARD MEMBERS IN COMMON. UNDER THE INSTITUTE'S BYLAWS, 11 OF THE 12 INSTITUTE BOARD MEMBERS ARE SELECTED BY THE TRADE ASSOCIATION, AS THE SOLE MEMBER OF THE INSTITUTE. PLEASE SEE SCHEDULE R FOR ADDITIONAL INFORMATION REGARDING BUSINESS TRANSACTIONS BETWEEN THE TWO ENTITIES. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (9 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| FORM 990, PART VI, SECTION A, LINE 1 | THE INSTITUTES' 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 GASTROLOGICAL ASSOCIATION) AND ONE OF WHICH IS THE CHAIR OF THE INSTITUTE'S FOUNDATION FOR DIGESTIVE HEALTH AND NUTRITION (FDHN; NOT A SEPARATE ENTITY), WHICH IS ELECTED BY THE FDHN. | |
| FORM 990, PART VI, SECTION B, LINE 11 | 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 EXECUTIVE VICE PRESIDENTS. THE FINANCE AND OPERATIONS COMMITTEE REVIEWS ON A BI-ANNUAL BASIS THE LEVELS OF COMPENSATION FOR THE OFFICERS. | |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY AVAILABLE UPON REQUEST. THE FINANCIAL STATEMENT SUMMARY IS POSTED ON THE ORGANIZATION'S WEBSITE. | |
| FORM 990, PART XI, LINE 9: | GAIN ON INTEREST RATE SWAP 165,381. RECOVERY OF PRIOR YEAR GRANTS 124,099. | CHANGES IN NET ASSETS OR FUND BALANCES: |
| FORM 990, PART XII, LINE 2C: | THE AUDIT OVERSIGHT PROCESS HAS REMAINED UNCHANGED FROM THE PREVIOUS YEAR. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII (2 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Public Charity StatusPublicCharityStatus | Direct Controlling Entity NADirectControllingEntityNA | Controlled OrgControlledOrg | Business Name Line1DirectControllingEntityName/BusinessNameLine1 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| AMERICAN GASTROENTEROLOGICAL ASSOCIATION INC (AGA) | |||||||||||
| 4930 DEL RAY AVENUE | BETHESDA | MD | 20814 | 202986410 | PROFESSIONAL MEMBERSHIP ASSOCIATION | DE | 501(C)(6) | N/A | N/A | 0 | |
| AGA POLITICAL ACTION COMMITTEE | |||||||||||
| 4930 DEL RAY AVENUE | BETHESDA | MD | 20814 | 204759482 | POLITICAL ACTION COMMITTEE | MD | 527 | N/A | 0 | AGA | |
Form990 Schedule R Part III Form990ScheduleRPartIII
Name Of Related Org NameOfRelatedOrg
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DDW LLC | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4930 DEL RAY AVENUE | AddressLine1 |
| City | BETHESDA | City |
| State | MD | State |
| ZIP Code | 208142512 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 222279199 | EIN |
| Primary Activity | OPERATION OF "DIGESTIVE DISEASE WEEK" CONFERENCE | PrimaryActivity |
| Legal Domicile State | MD | LegalDomicileState |
| Predominant Income Type | RELATED | PredominantIncomeType |
| Share Of Total Income | 4324703 | ShareOfTotalIncome |
| Share Of EOY Assets | 1542554 | ShareOfEOYAssets |
| Disproportionate Allocations | 1 | DisproportionateAllocations |
| Code V | $76,821 | CodeVAmount |
| General Or Managing Partner | 1 | GeneralOrManagingPartner |
| Percentage Ownership | 0.25000 | PercentageOwnership |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 0 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 0 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Dividends Related Organization | 0 | DividendsRelatedOrganization |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 1 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 0 | SharingOfFacilities |
| Sharing Of Paid Employees | 0 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 1 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 1 | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (4 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved | Method Of Amt DeterminationMethodOfAmtDetermination |
|---|---|---|
| AMERICAN GASTROENTEROLOGICAL ASSN INC | ||
| L | 635096 | FMV |
| AMERICAN GASTROENTEROLOGICAL ASSN INC | ||
| Q | 2096900 | FMV |
| DDW LLC | ||
| S | 1997180 | CASH DISTRIBUTION |
| DDW LLC | ||
| L | 1596965 | MANAGEMENT AGREEMENT |
Comments