2025-02-18T14:36:50-06:00 2024-03-31 881478669 CBIZ ADVISORS LLC 1899 L STREET NW 850 WASHINGTON DC 20036 990 2023-04-01 366066325 AMERICAN GASTROENTEROLOGICAL ASSOCIATION INSTITUTE AMER 3016542055 4930 DEL RAY AVENUE BETHESDA MD 20814 CHRISTOPHER BLUHM VICE PRESIDENT, FINANCE 3016542055 2025-02-12 1 0 AARON M FOX P01365820 2022274000 2025-02-12 2023 2025-03-06 01:10:19Z THOMAS SERENA 4930 DEL RAY AVENUE BETHESDA MD 20814 66374739 0 X GASTRO.ORG X 1937 DE TO CARRY OUT THE EDUCATIONAL, PRACTICE, AND RESEARCH INTERESTS PERTAINING TO GASTROENTEROLOGY. 13 10 111 164 392714 250521 2746974 3585138 20405109 18635948 1737809 400861 7220636 7649081 32110528 30271028 2894101 2904243 0 0 12502823 13152435 0 0 1219539 14607601 13550292 30004525 29606970 2106003 664058 100783850 111694858 17770141 18866481 83013709 92828377 X THE PURPOSE OF AMERICAN GASTROENTEROLOGICAL ASSOCIATION INSTITUTE, INC. IS TO ADVANCE AND FOSTER THE DEVELOPMENT AND APPLICATION OF THE SCIENCE AND PRACTICE OF GASTROENTEROLOGY AND CLOSELY RELATED FIELDS OF STUDY, MEDICAL AND SCIENTIFIC BY PROVIDING LEADERSHIP AND AID IN ALL ASPECTS OF THIS FIELD, INCLUDING PATIENT CARE, RESEARCH, TEACHING, CONTINUING EDUCATION AND SCIENTIFIC COMMUNICATION, AND MATTERS OF NATIONAL HEALTH POLICY PERTAINING TO GASTROENTEROLOGY. 0 0 9605127 89500 4931988 EDUCATION - AGA IS THE HOME OF SOME OF THE HIGHEST QUALITY SCIENTIFIC AND CLINICAL KNOWLEDGE FOR GI CLINICIANS AND RESEARCHERS IN THE WORLD. 7151363 2814442 9094921 RESEARCH - THE AGA PUBLISHES SCIENTIFIC JOURNALS AND RAISES FUNDS TO SUPPORT YOUNG RESEARCHERS IN THE FIELD OF GASTROENTEROLOGY AND HEPATOLOGY. 4129192 300 3472323 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. 872969 744002 ADVOCACY 784209 PRACTICE 1657178 744002 22542860 1 1 0 0 0 0 0 0 0 1 1 1 0 0 1 1 0 1 0 0 1 1 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 1 234 0 1 111 1 1 1 1 BD 0 0 0 0 0 0 0 0 0 0 X 13 10 0 0 0 0 1 1 0 1 1 0 0 0 1 1 1 1 1 1 1 1 1 AK AL AR AZ CA CO CT DC FL GA HI IL KS KY MA MD ME MI MN MO MS NC ND NH NJ NM NY OH OK OR PA RI SC TN UT VA WA WI WV X THOMAS SERENA 3016542055 4930 DEL RAY AVENUE BETHESDA MD 20814 JOHN M CARETHERS MD AGAF PRESIDENT 2.50 2.50 X X 30000 0 0 JOHN ALLEN MD MBA AGAF SECRETARY-TREASURER 2.50 2.50 X X 27500 0 0 BARBARA JUNG MD AGAF PRESIDENT ELECT 2.50 2.50 X X 10238 0 0 MARIA T ABREU MD AGAF VICE PRESIDENT 2.50 2.50 X X 5800 0 0 LAWRENCE KIM MD AGAF VICE PRESIDENT ELECT 2.50 2.50 X X 4625 0 0 JOHN M INADOMI MD AGAF IMMEDIATE PAST PRESIDENT UNTIL 05/23 2.50 2.50 X X 0 0 0 KIM E BARRETT PHD AGAF COUNCILLOR 2.50 2.50 X 0 0 0 ANDREW T CHAN MD MPH AGAF COUNCILLOR 2.50 2.50 X 0 0 0 NICHOLAS O DAVIDSON MD DSC AGAF COUNCILLOR UNTIL 05/23 2.50 2.50 X 0 0 0 NARESH T GUNARATNAM MD AGAF COUNCILLOR 2.50 2.50 X 0 0 0 MICHAEL L KOCHMAN MD AGAF COUNCILLOR 2.50 2.50 X 0 0 0 LAWRENCE R KOSINSKI MD MBA AGAF COUNCILLOR 2.50 2.50 X 0 0 0 SHERYL A PFEIL MD AGAF COUNCILLOR 2.50 2.50 X 0 0 0 THADDEUS STAPPENBECK MD PHD AGAF COUNCILLOR AS OF 05/23 2.50 2.50 X 0 0 0 NICE TORIZ MD AGA COUNCILLOR 2.50 2.50 X 0 0 0 MICHAEL L WEINSTEIN MD AGAF COUNCILLOR UNTIL 05/23 2.50 2.50 X 0 0 0 THOMAS SERENA CHIEF EXECUTIVE OFFICER 37.50 0.00 X 554161 0 41947 NANCY CHILL SR. VICE PRESIDENT 37.50 0.00 X 309069 0 53481 CHRISTOPHER BLUHM SR. VICE PRESIDENT 36.80 1.50 X 235840 9827 39237 KATHLEEN TEIXEIRA VP, ADVOCACY 1.30 36.20 X 8230 229183 43060 ELLEN SILVER VP, MEETINGS & CONVENTIONS 37.50 0.00 X 232381 0 37568 ALISON KIM VP, RESEARCH & PUBLICATION 37.30 0.20 X 229637 1232 34035 JEFFREY SPRINGER VP, MARKETING 33.30 4.20 X 211210 26639 23192 JESSICA DUNCAN VP, COMMUNICATIONS 32.20 5.30 X 207719 34190 16078 CHANTAL FREMONT VP, PRACTICE & QUALITY 37.50 0.00 X 210808 0 32676 LYNN GRONE VP, ORGANIZATIONAL EFFECTI 37.50 0.00 X 197140 0 40825 LESLIE HAUVER VP, INFORMATION TECHNOLOGY 37.50 0.00 X 203885 0 23457 CELENA NUQUAY VP, CONSTITUENCY & GOVERNA 33.80 3.70 X 154589 16922 38767 MAURA DAVIS SR. DIR EDUCATION 37.50 0.00 X 151795 0 37931 LESLIE NARRAMORE SR. DIR ADVOCACY 37.30 0.20 X 155291 832 10017 TIMOTHY SUMMERS SR. DIR FINANCE 33.30 4.20 X 119138 15027 26232 SONYA SERRA SR. DIR CLINICAL RESEARCH 37.50 0.00 X 143898 0 12419 CAVIN STONE DIR. INFORMATION TECHNOLOGY 29.20 8.30 X 100674 28617 18120 SARAH ANKNEY DIR. ADVOCACY 0.00 37.50 X 0 132809 9124 3503628 495278 538166 39 0 1 0 KNIGHTEN HEALTH LLC 4800 HAMPDEN LN STE 200 BETHESDA MD 20814 MEDICAL EDUCATION 903917 TWENTYFORTY DIGITAL LLC 11619 HITCHING POST LANE SUITE 200 NORTH BETHESDA MD 20852 MEDICAL EDUCATION 225367 CLINICAL CARE OPTIONS LLC 12001 SUNRISE VALLEY DRIVE STE 300 RESTON VA 20191 MEDICAL EDUCATION 209250 MARKETING COMMUNICATIONS OF NC LLC PO BOX 90477 CHICAGO IL 90477 MEDICAL EDUCATION 177500 EXCALIBUR MEDICAL EDUCATION 2328 BROWN STREET PHILADELPHIA PA 19130 MEDICAL EDUCATION 174577 8 1006968 2578170 3585138 SPONSORSHIPS 900099 6756271 6756271 DIGESTIVE DISEASE WEEK 900099 3139593 3139593 AGA MANAGEMENT 900099 3019346 3019346 EDUCATIONAL CONFERENCE 900099 2989374 2989374 PUBLICATIONS 541800 2731364 2338650 392714 18635948 2307858 2307858 7187989 7187989 114768 0 114768 114768 114768 34196714 36103711 -1906997 -1906997 -1906997 OTHER INCOME 900099 346324 346324 346324 30271028 18358002 392714 7935174 X 2000 2000 2760243 2760243 142000 142000 3395119 2240778 916683 237658 7745523 5398655 1733238 613630 488833 342455 119685 26693 782919 607906 133734 41279 740041 513215 171130 55696 208224 208224 119024 6125 112899 90409 90409 146559 146559 5408323 4912259 462673 33391 422050 413773 8277 318602 151285 91450 75867 699268 244661 449482 5125 345486 65368 280118 989333 771632 199436 18265 2050446 1802290 221642 26514 441816 272523 126000 43293 106342 106342 TAXES 185317 185317 HONORARIA 1485541 1361128 124413 TEMP STAFFING 262240 164462 82529 15249 BAD DEBT 90095 90095 181217 71783 90832 18602 29606970 22542860 5844571 1219539 2985407 4317496 12018529 13115706 2340700 2204286 1966965 3645827 603348 530107 11821013 7453508 4751698 4367505 63999867 65878260 9929676 16752073 2187660 883598 100783850 111694858 3643398 3878361 4568700 4999139 9072598 9322136 485445 666845 17770141 18866481 X 50124662 55042043 32889047 37786334 83013709 92828377 100783850 111694858 X 664058 8798482 352128 X 0 1 X 1 0 X 2234060 3323781 4081463 2746974 3585138 15971416 26674487 22521660 24135610 19984958 18243234 111559949 28908547 25845441 28217073 22731932 21828372 127531365 46381 57577 73094 20530 97500 295082 4957981 5559873 2209 42888 1684379 12247330 5004362 5617450 75303 63418 1781879 12542412 114988953 1832168 1581067 1366187 9141553 9610615 23531590 118289 117142 158699 268082 276147 938359 1950457 1698209 1524886 9409635 9886762 24469949 122778 179200 37134 146872 346324 832308 30981782 27722850 29779093 32288439 32061458 152833622 0.75240 0.80720 0.16010 0.11120 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2019 AMOUNT: $ 122,778. 2020 AMOUNT: $ 179,200. 2021 AMOUNT: $ 37,134. 2022 AMOUNT: $ 146,872. 2023 AMOUNT: $ 346,324. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 31043119 3362835 3667684 1873534 36200104 32235607 1240175 -1277339 1155324 31043119 33895391 961129 -645836 1975077 32235607 23287761 3025335 9215295 1633000 33895391 24484597 1063455 -2263450 -3159 23287761 0.94166 0.05834 0 0 2150000 2150000 8516195 6576729 1939466 288898 201548 87350 865920 675231 190689 4367505 IRONWOOD INT'L LTD. HEDGE FUND 4361983 F POINTER OFFSHORE HEDGE FUND 3862040 F HAMILTON LANE PRIVATE MARKETS OPPORT. FUND 715010 F NB SOF IV CAYMAN HOLDINGS LP 530784 F PREMIER TIGER GLOBAL PRIVATE INVEST. XV OFFSHORE LP 326938 F OAKTREE OPPORT. XI OFFSHORE FEEDER LP 497890 F INVESTMENT IN RX.HEALTH 166212 C BLACKSTONE SP FUND IX 370665 F STEPSTONE SECONDARY OPPORT. FUND V 211561 F INVESTMENT IN VARIA VENTURES 253300 C TPG PUBLIC EQUITY PARTNERS LTD 1624654 F SEG PARTNERS OFFSHORE 1811550 F BLUE OWL CREDIT INCOME CORP I 1110871 F PREMIER WELLINGTON HADLEY HARBOR IV OFFSHORE FUND 281103 F HPS CORPORATE LENDING FUND I 627512 F 16752073 DEFERRED COMPENSATION LIABILITY 658595 DEPOSITS 8250 666845 X 39275079 8798482 352128 9150610 30124469 146559 146559 30271028 29460411 0 29460411 146559 146559 29606970 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. 0 CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS, 0 0 INVESTMENTS 14594178 EAST ASIA AND THE PACIFIC - AUSTRALIA, BRUNEI, BURMA, CAMBODIA, 0 0 PROGRAM SERVICES EDITORIAL AND PROGRAM DEVELOPMENT SVCS 117166 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 EDITORIAL AND PROGRAM DEVELOPMENT SVCS 347076 EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM 0 0 GRANTMAKING 2250 MIDDLE EAST AND NORTH AFRICA - ALGERIA, BAHRAIN, DJIBOUTI, EGYPT, 0 0 PROGRAM SERVICES EDITORIAL AND PROGRAM DEVELOPMENT SVCS 33059 NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES 0 0 PROGRAM SERVICES EDITORIAL AND PROGRAM DEVELOPMENT SVCS 421924 NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES 0 0 GRANTMAKING 139000 SOUTH AMERICA - ARGENTINA, BOLIVIA, BRAZIL, CHILE, COLUMBIA, ECUADOR, 0 0 PROGRAM SERVICES EDITORIAL AND PROGRAM DEVELOPMENT SVCS 9842 0 0 0 0 0 0 15655403 9842 15665245 NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES PROGRAM SUPPORT 30000 0 NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES PROGRAM SUPPORT 30000 0 2 1 0 0 0 0 0 PART I, LINE 2: GRANTS AND AWARDS ARE AWARDED AND MONITORED BASED ON A PROGRAM'S BUDGET AND GRANT STIPULATIONS, IF ANY. PROGRAM MANAGERS ARE RESPONSIBLE FOR MONITORING THE USE OF GRANT FUNDS. PART I, LINE 3: AGA INSITUTE REPORTED THE EXPENDITURES BASED ON THE ACCOUNTING METHOD USED IN ITS AUDITED FINANCIAL STATEMENTS WHICH IS ON AN ACCRUAL BASIS. 1 ACADEMIC SKILLS WRKSHOP 39 19500 ACCREDITATION 1 500 AGA FELLOW ABSTRACT AWARD 19 10000 AGA PILOT RESEARCH AWARD 5 156939 AGA RESEARCH SCHOLAR AWARD (RSA) 5 1358000 AGA-BMS RSA IN IBD 1 300000 AGAI GOVERNING BOARD MEETINGS 1 703 AMAN AHMED FAMILY SURF 8 46800 AMGEN FELLOW TO FACULTY TRANSITION AWD 1 130000 AUGUSTYN AWARD 1 40000 BEAUMONT 1 5000 CLINICAL TRIALIST DIVERSITY 3 60000 DDW EMERITUS TRAVEL 1 1500 DIET: BEYOND MALNUTRITION 4 4000 DISTINGUISHED ACHIEVEMT 1 5000 FOUNDATION EQUITY PROJECT AWARDS 4 2000 FRIEDENWALD MEDAL 1 5000 FUNDERBURG AWARD 1 100000 GI ACADEMY FOR EDUCATORS 4 4000 GRG-GASTRO RESEARCH GROUP 1 1000 GUT MICROBIOME CENTER 5 5000 HARVEY YOUNG FND GUTS SCHOLAR 8 53500 IRONWOOD FELLOW TO FACULTY TRANSITION AW 1 130000 PFIZER FELLOW TO FACULTY TRANSITION AWD 1 130000 PFIZER PILOT RESEARCH AWARD 5 180000 RUSTGI AWARD FUND 2 1500 STUDENT ABSTRACT 19 10000 WOMEN IN GI REGIONAL LEADERSHIP MEETINGS 1 300 PART I, LINE 2: GRANTS AND AWARDS ARE AWARDED AND MONITORED BASED ON A PROGRAM'S BUDGET AND GRANT STIPULATIONS, IF ANY. PROGRAM MANAGERS ARE RESPONSIBLE FOR MONITORING THE USE OF GRANT FUNDS. X 1 1 X X X X X X 0 0 0 0 0 0 0 1 0 THOMAS SERENA CHIEF EXECUTIVE OFFICER 508597 0 42000 0 3564 0 24600 0 17347 0 596108 0 0 0 NANCY CHILL SR. VICE PRESIDENT 306747 0 0 0 2322 0 23602 0 29879 0 362550 0 0 0 CHRISTOPHER BLUHM SR. VICE PRESIDENT 232485 9687 0 0 3355 140 17957 748 19711 821 273508 11396 0 0 KATHLEEN TEIXEIRA VP, ADVOCACY 7895 219849 260 7240 75 2094 623 17334 870 24233 9723 270750 0 0 ELLEN SILVER VP, MEETINGS & CONVENTIONS 230202 0 0 0 2179 0 16521 0 21047 0 269949 0 0 0 ALISON KIM VP, RESEARCH & PUBLICATION 229139 1229 0 0 498 3 17750 95 16104 86 263491 1413 0 0 JEFFREY SPRINGER VP, MARKETING 209243 26391 0 0 1967 248 14894 1878 5701 719 231805 29236 0 0 JESSICA DUNCAN VP, COMMUNICATIONS 200309 32970 6440 1060 970 160 13806 2272 0 0 221525 36462 0 0 CHANTAL FREMONT VP, PRACTICE & QUALITY 210073 0 0 0 735 0 16043 0 16633 0 243484 0 0 0 LYNN GRONE VP, ORGANIZATIONAL EFFECTI 194163 0 155 0 2822 0 15722 0 25103 0 237965 0 0 0 LESLIE HAUVER VP, INFORMATION TECHNOLOGY 202880 0 0 0 1005 0 15235 0 8222 0 227342 0 0 0 CELENA NUQUAY VP, CONSTITUENCY & GOVERNA 153848 16841 0 0 741 81 12316 1348 22626 2477 189531 20747 0 0 MAURA DAVIS SR. DIR EDUCATION 151366 0 100 0 329 0 12828 0 25103 0 189726 0 0 0 LESLIE NARRAMORE SR. DIR ADVOCACY 145915 782 8952 48 424 2 9964 53 0 0 165255 885 0 0 TIMOTHY SUMMERS SR. DIR FINANCE 118893 14996 0 0 245 31 1003 126 22291 2812 142432 17965 0 0 SONYA SERRA SR. DIR CLINICAL RESEARCH 143174 0 0 0 724 0 12419 0 0 0 156317 0 0 0 PART I, LINE 1A THE ASSOCIATION'S PRESIDENT IS PERMITTED TO BRING A COMPANION ON CERTAIN BUSINESS TRIPS FOR THE ASSOCIATION. PART I, LINE 7 SEVERAL INDIVIDUALS LISTED ON PART VII RECEIVED NON-FIXED BONUSES FOR THE YEAR ENDED DECEMBER 31, 2023. 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. AMERICAN GASTROENTEROLOGICAL ASSOCIATION INC (AGA) 4930 DEL RAY AVENUE BETHESDA MD 20814 202986410 PROFESSIONAL MEMBERSHIP ASSOCIATION DE 501(C)(6) N/A 0 AGA POLITICAL ACTION COMMITTEE 4930 DEL RAY AVENUE BETHESDA MD 20814 204759482 POLITICAL ACTION COMMITTEE MD 527 AGA 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 1 0 0 AMERICAN GASTROENTEROLOGICAL ASSOCIATION INC (AGA) J 114768 LEASE CONTRACT AMERICAN GASTROENTEROLOGICAL ASSOCIATION INC (AGA) O 1294597 TIME RECORD AMERICAN GASTROENTEROLOGICAL ASSOCIATION INC (AGA) Q 2010127 FMV