2025-09-24T13:47:01-05:00 2024-12-31 453048812 BESTEN & DIERUF PLLC 190 MARKET STREET LEXINGTON KY 40507 990 2024-01-01 710649661 SOAP ENDOWMENT FUND SOAP 8594029817 201 EAST MAIN STREET 810 LEXINGTON KY 40507 MAHESH VAIDYANATHAN TREASURER 8594029817 2025-09-24 1 1 ANDREW H DIERUF CPA P01239897 8592544427 2024 2025-03-06 01:10:19Z MAHESH VAIDYANATHAN 201 EAST MAIN STREET 810 LEXINGTON KY 40507 354036 0 X WWW.SOAP.ORG X 1987 CA THE PRIMARY PURPOSE OF THE SOAP ENDOWMENT FUND IS TO CREATE FUNDING FOR EDUCATIONAL ENDEAVORS IN OBSTETRIC ANETHESIA 5 5 0 5 0 0 63287 122221 52972 30000 50833 112860 8175 8931 175267 274012 75650 83090 0 0 0 0 0 0 24480 95876 87583 171526 170673 3741 103339 2614195 2817163 1 3256 2614194 2813907 THE PRIMARY PURPOSE OF THE SOAP ENDOWMENT FUND IS TO CREATE FUNDING FOR EDUCATIONAL ENDEAVORS IN OBSTETRIC ANETHESIA 0 0 128026 83090 38931 THE SOAP ENDOWMENT FUND FUNDS EDUCATIONAL ENDEAVORS IN OBSTETRIC ANESTHESIA AS WELL AS RESEARCH GRANTS AND CHARITABLE ORGANIZATIONS THAT MEET STRICT CRITERIA. ORGANIZATIONS THAT PROMOTE PATIENT SAFETY, EDUCATION, AND RESEARCH IN ANESTHESIA MAY ALSO RECEIVE FUNDING. THE SOAP ENDOWMENT FUND ALSO SUPPLIED FUNDING FOR THE WINNERS OF THE GERTIE MARX RESEARCH COMPETITION AND RECIPIENTS OF THE SOAP/KYBELE INTERNATIONAL OUTREACH GRANT AND YOUNG INVESTIGATOR GRANT. 128026 1 1 0 0 0 0 0 0 0 1 0 0 0 1 0 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 3 0 1 0 0 0 0 0 0 0 0 0 0 0 X 5 5 0 1 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 X X AMR MANAGEMENT SERVICES 8594029817 201 EAST MAIN ST STE 810 LEXINGTON KY 40507 HEATHER NIXON MD PRESIDENT 0.50 1.00 X X 0 0 0 RON GEORGE VICE PRESIDENT 0.50 1.00 X X 0 0 0 RICHARD MONTH MD SECRETARY 0.50 1.00 X X 0 0 0 MAHESH VAIDYANATHAN MD TREASURER 0.50 1.00 X X 0 0 0 MAY PIAN-SMITH MD IMMEDIATE PAST PRESIDENT 0.50 1.00 X X 0 0 0 0 0 0 0 0 0 0 0 122221 122221 CENTER OF EXCELLENCE 900099 30000 30000 30000 56601 56601 136283 80024 56259 56259 56259 OTHER INCOME 900099 8931 8931 8931 274012 38931 0 112860 83090 83090 3753 3753 12322 12322 43436 43436 FUNDRAISING CONSULTING 24480 24480 BANK FEES 2092 2092 AWARDS 1500 1500 170673 128026 18167 24480 81848 173515 6053 2810 1096 1788353 1880907 737941 758835 2614195 2817163 1 3256 1 3256 X 1353827 1493242 1260367 1320665 2614194 2813907 2614195 2817163 X 103339 67575 28799 X X 0 0 0 X 18258 26591 17529 63287 152221 277886 18258 26591 17529 63287 152221 277886 277886 26854 68219 45031 50833 112860 303797 8175 8931 17106 598789 52972 0.46410 0.37890 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 282779 28328 11317 299790 248064 34715 282779 283647 -35583 248064 247985 35662 283647 231326 26659 10000 247985 0 0 0 BENEFICIAL INTEREST IN TRUST 758565 DUE FROM SOCIETY FOR OBSTETRIC ANESTHESIA AND PERINATOLOGY 270 758835 X 358064 67576 28799 96375 261689 12323 12323 274012 158351 0 158351 12323 12323 170674 PART V, LINE 4: THE ORGANIZATION'S ENDOWMENT FUNDS ARE USED TO FUND EDUCATION AND RESEARCH IN OBSTETRIC ANESTHESIA PART X, LINE 2: ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE FUND AND RECOGNIZE A TAX LIABILITY IF THE FUND HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD BE SUSTAINED UPON EXAMINATION BY VARIOUS FEDERAL AND STATE TAXING AUTHORITIES. MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY THE FUND, AND HAS CONCLUDED THAT AS OF YEAR END, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY OR DISCLOSURE IN THE ACCOMPANYING FINANCIAL STATEMENTS. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN BENEFICIAL INTEREST IN TRUST 28,799. 0 FOUNDATION FOR ANESTHESIA EDUCATION & RESEARCH 1061 AMERICAN LANES SCHAUMBURG IL 60173 521494164 62500 0 MENTORED RESEARCH TRAINING GRANT PART I, LINE 2: THE ORGANIZATION MAKES CONTRIBUTIONS TO OTHER ORGANIZATIONS AND INDIVIDUALS WITH SIMILAR MISSIONS. SINCE THE FUNDS ARE TO BE USED FOR THE GENERAL SUPPORT OF THEIR MISSIONS, THE ORGANIZATION DOES NOT REQUIRE THESE ORGANIZATIONS TO SUBSTANTIATE THEIR EXPENDITURES RELATED TO THESE CONTRIBUTIONS. FORM 990, PART VI, SECTION A, LINE 3 THE ORGANIZATION OUTSOURCES MANAGEMENT AND OPERATIONAL FUNCTIONS TO AMR MANAGEMENT SERVICES, A FULL SERVICE ASSOCIATION MANAGEMENT COMPANY ACCREDITED BY THE AMC INSTITUTE. FORM 990, PART VI, SECTION B, LINE 11B AN ELECTRONIC COPY OF THE FORM 990 IS PROVIDED TO EACH VOTING MEMBER OF THE GOVERNING BODY AT LEAST 2 WEEKS PRIOR TO THE FILING OF THE RETURN. UPON TAX PREPARER COMPLETION OF THE IRS FORM 990, THE FORM AND ACCOMPANYING SCHEDULES ARE FIRST REVIEWED BY KEY MEMBERS OF THE ASSOCIATION MANAGEMENT COMPANY'S CLIENT TEAM. THEREAFTER, AN ELECTRONIC COPY OF THE FORM 990 (AND ACCOMPANYING SCHEDULES) WILL BE MADE AVAILABLE TO EACH VOTING MEMBER OF THE GOVERNING BODY VIA ELECTRONIC E-MAIL NOTIFICATION WITH INSTRUCTIONS FOR CONTACTING THE ORGANIZATION'S HEADQUARTERS WITH COMMENTS OR QUESTIONS. A 2-WEEK TIMEFRAME WILL BE PROVIDED FOR GOVERNING BODY COMMENTS OR QUESTIONS. FOLLOWING THE OPEN TIMEFRAME FOR GOVERNING BODY COMMENTS AND QUESTIONS, AND FOLLOWING THE RESOLUTION OF ANY QUESTIONS OR OTHER MATTERS THAT HAVE ARISEN, THE E-FILE AUTHORIZATION FORM IS SIGNED BY THE TREASURER AND THE FORM 990 IS ELECTRONCIALLY FILED. FORM 990, PART VI, SECTION B, LINE 12C WHENEVER ANY DIRECTOR HAS A CONFLICT OF INTEREST WITH THE ORGANIZATION, HE/SHE SHALL CALL SUCH CONFLICT TO THE ATTENTION OF THE GOVERNING BODY. IT IS THE DUTY OF EACH DIRECTOR TO DISCLOSE A CONFLICT OF INTEREST TO THE GOVERNING BODY. THE MINUTES OF THE MEETING AT WHICH THE DISCLOSURE IS MADE SHALL REFLECT THAT THE DISCLOSURE WAS MADE AND WHETHER THE PERSON WITH THE CONFLICT WITHDREW, AFTER MAKING FULL DISCLOSURE OF THE MATTER IN QUESTION AND THE CONFLICT, AND WAS NOT PRESENT FOR THE FINAL DISCUSSION OF THE MATTER AND VOTE THEREON. A CONFLICT OF INTEREST EXISTS WHEN 1) ANY DIRECTOR HAS A MATERIAL FINANCIAL INTEREST IN AN ISSUE, MATTER OR TRANSACTION IN WHICH THE ORGANIZATION HAS AN INTEREST OR 2) WHEN ANY DIRECTOR ACTS AS AN AGENT, REPRESENTATIVE OR SPOKESPERSON FOR ANY PERSON, BUSINESS, GROUP OR ORGANIZATION, IN ORDER TO INFLUENCE THE ORGANIZATION ON ANY ISSUE, MATTER, OR TRANSACTION. IN ADDITION, DIRECTORS SHOULD NOT USE INSIDE INFORMATION OR ACCEPT ANY SERVICE, DISCOUNT, CONCESSION, FEE FOR ADVICE, OR SERVICE OR THING OF VALUE FROM ANY PERSON WITH AN INTEREST IN AN ISSUE, MATTER, OR TRANSACTION IN WHICH THE ORGANIZATION ALSO HAS AN ECONOMIC OR PROGRAMMATIC INTEREST. NEW DIRECTORS SHALL BE GIVEN A COPY OF THE POLICY AND ASKED TO READ IT. EACH DIRECTOR SHALL BE ASKED TO COMPLETE A CONFLICT OF INTEREST POLICY DISCLOSURE STATEMENT UPON HIS/HER APPOINTMENT OR REAPPOINTMENT TO THE GOVERNING BODY. FORM 990, PART VI, SECTION C, LINE 19 ALL DOCUMENTS REQUIRING PUBLIC DISCLOSURE BY THE INTERNAL REVENUE SERVICE ARE MADE AVAILABLE UPON REQUEST FOR THE SAME PERIOD OF DISCLOSURE SET FORTH IN SECTION 6104(D). FORM 990, PART XI, LINE 9: CHANGE IN BENEFICIAL INTEREST IN TRUST 28,799. FORM 990, PART XII, LINE 2C: THE PROCESS IS UNCHANGED FROM THE PREVIOUS YEAR. SOCIATE FOR OBSTETRIC ANESTHESIA AND PERINATOLOGY 201 E MAIN ST STE 810 LEXINGTON KY 40507 943079263 ADVANCING THE CARE OF THE PREGNANT PATIENT AND NEONATE CA 501(C)(3) LINE 10 N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 SOCIATE FOR OBSTETRIC ANESTHESIA AND PERINATOLOGY R 78937 CASH