2026-09-15T08:35:47-05:00 2025-06-30 410746749 CLIFTONLARSONALLEN LLP 901 VIA PIEMONTE SUITE 300 ONTARIO CA 91764 990 2024-07-01 521219359 SOCIETY OF AMERICAN GASTROINTESTINAL AND ENDOSCOPIC SURGEONS INC SOCI 3104370544 15821 VENTURA BLVD 400 ENCINO CA 91436 SALLIE MATTHEWS EXECUTIVE DIRECTOR 3104370544 2026-09-14 1 0 MEI-LI HUANG P02383735 9099857286 2026-09-14 2024 X SALLIE MATTHEWS 15821 VENTURA BLVD 400 ENCINO CA 91436 12146699 0 X SAGES.ORG X 1982 CA INNOVATE, EDUCATE AND COLLABORATE TO IMPROVE PATIENT CARE. 44 44 0 872 0 0 2766188 2974532 6314339 6555888 466967 726156 595039 932365 10142533 11188941 662589 393094 0 0 0 0 0 0 0 8907919 10044121 9570508 10437215 572025 751726 12574731 14984439 1971888 1217179 10602843 13767260 TO IMPROVE THE QUALITY OF PATIENT CARE THROUGH HIGH QUALITY EDUCATION, RESEARCH, INNOVATION AND LEADERSHIP PRINCIPALLY IN GASTROINTESTINAL AND ENDOSCOPIC SURGERY. 0 0 THE ANNUAL MEETING WAS HELD IN MARCH 2025, INVOLVING SURGEONS FROM THE U.S. AND MANY OTHER COUNTRIES, DESIGNED TO ENCOURAGE LEARNING, INSPIRATION AND COLLABORATION. TRAINING PROGRAMS PROVIDED FOR PHYSICIANS AND HOSPITALS AS WELL AS TRAINING VIDEOS MADE AVAILABLE FOR SALE. SAGES EDUCATIONAL ACTIVITIES OFFERED ON WEBSITE TO THE PUBLIC. GRANTS ARE AWARDED TO SURGEONS/UNIVERSITIES/HOSPITALS FOR RESEARCH. 0 1 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 1 1 0 0 0 1 0 0 0 0 0 0 0 0 1 1 1 0 1 25 0 1 0 0 0 0 0 0 0 0 0 X 44 44 0 1 0 0 1 1 1 1 1 0 0 1 1 1 1 0 0 0 0 0 CA X DALE DULLABAUN 3104370544 15821 VENTURA BLVD SUITE 400 ENCINO CA 91436 X BRENT MATTHEWS PRESIDENT 8.00 X X 0 0 0 DANA TELEM PRESIDENT-ELECT 3.00 X X 0 0 0 CHRISTOPHER SCHLACHTA IMMEDIATE PAST PRESIDENT 3.00 X X 0 0 0 CAITLIN HALBERT 1ST VICE PRESIDENT 3.00 X X 0 0 0 ARCHANA RAMASWAMY 2ND VICE PRESIDENT 3.00 X X 0 0 0 ROBERT LIM TREASURER 3.00 X X 0 0 0 JON GOULD SECRETARY 3.00 X X 0 0 0 ADNAN ALSEIDI DIRECTOR 1.00 X 0 0 0 MARIA ALTIERI DIRECTOR 1.00 X 0 0 0 HORACIO ASBUN DIRECTOR THRU 3/12/25 1.00 X 0 0 0 MICHAEL AWAD DIRECTOR 1.00 X 0 0 0 MARYLISE BOUTROS DIRECTOR 1.00 X 0 0 0 SSCOTT DAVIS JR DIRECTOR 1.00 X 0 0 0 JONATHAN DORT DIRECTOR 1.00 X 0 0 0 CHRISTOPHER DUCOIN DIRECTOR 1.00 X 0 0 0 KEVIN EL-HAYEK DIRECTOR 1.00 X 0 0 0 ROBERT FANELLI DIRECTOR THRU 3/12/25 1.00 X 0 0 0 LIANE FELDMAN DIRECTOR THRU 3/12/25 1.00 X 0 0 0 DENISE GEE DIRECTOR 1.00 X 0 0 0 ROSS GOLDBERG DIRECTOR THRU 3/12/25 1.00 X 0 0 0 MATTHEW GOLDBLATT DIRECTOR START 3/12/25 1.00 X 0 0 0 JACOB GREENBERG DIRECTOR 1.00 X 0 0 0 SHANEETA JOHNSON DIRECTOR 1.00 X 0 0 0 DEBORAH KELLER DIRECTOR START 3/12/25 1.00 X 0 0 0 LEENA KHAITAN DIRECTOR THRU 3/12/25 1.00 X 0 0 0 JAMES KORNDORFFER DIRECTOR 1.00 X 0 0 0 MATTHEW KROH DIRECTOR THRU 3/12/25 1.00 X 0 0 0 ANNE LIDOR DIRECTOR START 3/12/25 1.00 X 0 0 0 AMIN MADANI DIRECTOR START 3/12/25 1.00 X 0 0 0 JEFFREY MARKS DIRECTOR 1.00 X 0 0 0 JOSE MARTINEZ DIRECTOR THRU 3/12/25 1.00 X 0 0 0 E MATTHEW RITTER DIRECTOR 1.00 X 0 0 0 KELLIE MCFARLIN DIRECTOR START 3/12/25 1.00 X 0 0 0 OZANAN MEIRELES DIRECTOR 1.00 X 0 0 0 JOHN MELLINGER DIRECTOR THRU 3/12/25 1.00 X 0 0 0 DEAN MIKAMI DIRECTOR 1.00 X 0 0 0 JAISA OLASKY DIRECTOR 1.00 X 0 0 0 ANKIT PATEL DIRECTOR 1.00 X 0 0 0 ERIC PAULI DIRECTOR THRU 3/12/25 1.00 X 0 0 0 REBECCA PETERSEN DIRECTOR THRU 3/12/25 1.00 X 0 0 0 AURORA PRYOR DIRECTOR 1.00 X 0 0 0 CARLA PUGH DIRECTOR 1.00 X 0 0 0 ALIA QURESHI DIRECTOR THRU 3/12/25 1.00 X 0 0 0 KEVIN REAVIS DIRECTOR 1.00 X 0 0 0 CAROLINE REINKE DIRECTOR START 3/12/25 1.00 X 0 0 0 JOHN ROMANELLI DIRECTOR 1.00 X 0 0 0 JAMES ROSSER JR DIRECTOR THRU 3/12/25 1.00 X 0 0 0 NEAL SEYMOUR DIRECTOR START 3/12/25 1.00 X 0 0 0 PARESH SHAH DIRECTOR 1.00 X 0 0 0 BETHANY SLATER DIRECTOR 1.00 X 0 0 0 PATRICIA SYLLA DIRECTOR THRU 3/12/25 1.00 X 0 0 0 MARK TALAMINI DIRECTOR 1.00 X 0 0 0 SHAWN TSUDA DIRECTOR 1.00 X 0 0 0 MICHAEL UJIKI DIRECTOR 1.00 X 0 0 0 DAVID URBACH DIRECTOR THRU 3/12/25 1.00 X 0 0 0 MELINA VASSILIOU DIRECTOR 1.00 X 0 0 0 ANDREW WRIGHT DIRECTOR 1.00 X 0 0 0 LINDA ZHANG DIRECTOR START 3/12/25 1.00 X 0 0 0 SALLIE MATTHEWS EXECUTIVE DIRECTOR 8.00 X 0 0 0 0 0 0 0 0 0 0 BSC MANAGEMENT 15821 VENTURA BLVD 400 ENCINO CA 91436 MANAGEMENT SERVICES 4937467 KRYTERION INC 7776 SOUTH POINTE PRKWY W 200 PHOENIX AZ 85044 IT 160538 ARAMARK SPORTS & ENTERTAINMENT 2400 MARKET STREET PHILADELPHIA PA 19103 CATERING SERVICES 159645 3 2974532 2974532 FLS REVENUE 611710 1724968 1724968 REGISTRATION 611710 1665036 1665036 MEMBERSHIP DUES 611710 1432971 1432971 FES REVENUE 611710 856585 856585 FEES 611710 774315 774315 102013 102013 6555888 404098 404098 827671 827671 1279816 957758 322058 322058 322058 SPONSORSHIP REVENUE 900099 60755 60755 HOUSING REBATES 900099 43939 43939 104694 11188941 6616643 0 1597766 240082 55168 97844 4201972 11972 40839 83133 157609 102607 376441 461806 194501 601032 465042 1148 50215 PY UBIT TAX 744 OTHER EXPENSES 1040170 AUDIO/VISUAL 794544 FOOD AND BEVERAGE 655745 804601 10437215 76560 97387 935180 1662566 119069 380125 54375 115399 315122 315122 0 0 10557266 11779581 591462 631332 7855 5712 232964 312337 12574731 14984439 1180196 1158391 85607 58788 706085 1971888 1217179 X 10491404 13662263 111439 104997 10602843 13767260 12574731 14984439 751726 628850 1783841 0 X 0 0 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 8675396 1262185 9937581 7682221 993175 8675396 6775018 907203 7682221 8089411 -1314393 6775018 5804977 2284434 8089411 0.98940 0.00710 0.00350 0 0 315122 315122 0 0 PART V, LINE 4: INCOME FROM FUND IS USED FOR ANNUAL RESEARCH LECTURE. 1 EUROPE (INCLUDING ICELAND & GREENLAND) 0 0 GRANTS RECEIVED N/A EUROPE (INCLUDING ICELAND & GREENLAND) 0 0 GRANTS RECEIVED N/A NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES 0 0 GRANTS RECEIVED N/A NORTH AMERICA 0 0 GRANTS PAID RESEARCH 68844 EUROPE (INCLUDING ICELAND & GREENLAND) 0 0 GRANTS PAID RESEARCH 29000 0 0 0 0 0 0 97844 0 97844 NORTH AMERICA RESEARCH 30000 WIRE TRANSFER 0 N/A N/A NORTH AMERICA RESEARCH 18844 CHECK DISBURSEMENT 0 N/A N/A EUROPE (INCLUDING ICELAND & GREENLAND) RESEARCH 29000 WIRE TRANSFER 0 N/A N/A NORTH AMERICA RESEARCH 20000 WIRE TRANSFER 0 N/A N/A 4 0 0 0 0 0 0 0 PART I, LINE 2: RECIPIENTS OF GRANTS ARE REQUIRED TO PROVIDE WRITTEN REPORTS EXPLAINING USES OF FUNDS AND RESULTS. 1 EMORY UNIVERSITY 201 DOWMAN DRIVE ATLANTA GA 30322 580566256 501(C)3 29191 0 N/A RESEARCH THE REGENTS OF THE UNIV OF MICHIGAN 1109 GEDDES AVE 300 ANN ARBOR MI 48109 386006309 501(C)3 30000 0 N/A RESEARCH TRUSTEES OF INDIANA UNIVERSITY 107 S INDIANA AVENUE BLOOMINGTON IN 47405 356001673 501(C)3 49976 0 N/A RESEARCH UNIVERSITY OF COLORADO DENVER 3100 MARINE ST BOULDER CO 80309 846000555 501(C)3 49675 0 N/A RESEARCH WASHINGTON UNIVERSITY ONE BROOKINGS DRIVE ST LOUIS MO 63130 430653611 501(C)3 50000 0 N/A RESEARCH 5 0 AWARDS/HONORARIUM 53 55168 N/A PART I, LINE 2: RECIPIENTS ISSUE WRITTEN REPORTS THAT ARE REVIEWED BY THE SAGES RESEARCH COMMITTEE. ANDREW WRIGHT DIRECTOR 500 AWARDS/HONORARIUM AWARDS/HONORARIUM ANKIT PATEL DIRECTOR 2000 AWARDS/HONORARIUM AWARDS/HONORARIUM ARCHANA RAMASWAMY DIRECTOR 500 AWARDS/HONORARIUM AWARDS/HONORARIUM JAMES ROSSER DIRECTOR 1000 AWARDS/HONORARIUM AWARDS/HONORARIUM KELLIE MCFARLIN DIRECTOR 1000 AWARDS/HONORARIUM AWARDS/HONORARIUM KEVIN EL HAYEK DIRECTOR 500 AWARDS/HONORARIUM AWARDS/HONORARIUM MARIA ALTIERI DIRECTOR 500 AWARDS/HONORARIUM AWARDS/HONORARIUM CHRISTOPHER SCHLACHTA DIRECTOR 2000 AWARDS/HONORARIUM AWARDS/HONORARIUM FORM 990, PART VI, SECTION A, LINE 1A THE EXECUTIVE COMMITTEE SHALL EXERCISE ALL AUTHORITY OF THE BOARD AND CARRY OUT ALL FUNCTIONS OF THE BOARD BETWEEN MEETINGS OF THE BOARD. THE EXECUTIVE COMMITTEE OF THE BOARD SHALL CONSIST OF SEVEN MEMBERS AND SHALL INCLUDE THE PRESIDENT, PRESIDENT-ELECT, FIRST VICE PRESIDENT, SECOND VICE PRESIDENT, SECRETARY, TREASURER, AND THE IMMEDIATE PAST PRESIDENT. THE PRESIDENT SHALL ACT AS CHAIRPERSON. IN HIS/HER ABSENCE, THE PRESIDENT-ELECT SHALL ACT AS CHAIRPERSON; AND IN THE ABSENCE OR INCAPACITY OF BOTH, THE FIRST VICE-PRESIDENT SHALL ACT AS CHAIRPERSON. FORM 990, PART VI, SECTION A, LINE 3 THE MANAGEMENT OF THE SOCIETY IS OUT-SOURCED TO BSC MANAGEMENT. BSC HANDLES THE DAY TO DAY ACTIVITIES OF THE SOCIETY INCLUDING MEMBERSHIP, PLANNING AND IMPLEMENTING THE ANNUAL SCIENTIFIC MEETING, THE TRAINING PROGRAMS, AND ALL ASPECTS OF THE SOCIETY. BSC MANAGEMENT, INC. PROVIDED ALL STAFFING AND ADMINISTRATIVE SERVICES. THEY REPORT TO THE BOARD OF DIRECTORS. MANAGEMENT FEES FOR THIS SERVICE WAS $4,201,972 FOR THE YEAR ENDED JUNE 30, 2025. FORM 990, PART VI, SECTION A, LINE 6 THERE ARE FIVE TYPES OF VOTING MEMBERS: (1) ACTIVE, (2) ASSOCIATE ACTIVE, (3) SENIOR, (4) INTERNATIONAL, AND (5) CANDIDATE MEMBERS. NEW MEMBERS SHALL BE NOMINATED BY THE EXISTING MEMBERS OF THE SOCIETY. ONLY ACTIVE MEMBERS ARE ELIGIBLE FOR ELECTION TO OFFICE. FORM 990, PART VI, SECTION A, LINE 7A MEMBERS VOTE TO ELECT NOMINEES TO THE SAGES BOARD OF GOVERNORS, AS SET FOR IN THE BY-LAWS. FORM 990, PART VI, SECTION A, LINE 7B THE ARTICLES OF INCORPORATION MAY BE ALTERED, AMENDED OR REPEALED UPON RECOMMENDATION OF THE BOARD IF NOTICE THEREOF HAS BEEN PRESENTED TO EACH ACTIVE, ASSOCIATE ACTIVE, INTERNATIONAL, CANDIDATE AND SENIOR MEMBER AT LEAST 60 DAYS PRIOR TO THE ANNUAL MEETING, DISCUSSED AT THE ANNUAL MEETING AND VOTED UPON BY EMAIL/MAIL BALLOT SENT WITHIN 60 DAYS AFTER THE ANNUAL MEETING AND RETURNED WITHIN 60 DAYS THEREOF. ADOPTION OF AMENDMENTS SHALL REQUIRE THE AFFIRMATIVE VOTE OF AT LEAST THREE-FOURTHS OF THE ELIGIBLE ACTIVE MEMBERS RETURNING BALLOTS. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY THE ORGANIZATION'S OUTSIDE PUBLIC ACCOUNTING FIRM BASED ON INFORMATION PROVIDED BY MANAGEMENT. ONCE A DRAFT OF THE RETURN IS AVAILABLE, IT IS REVIEWED BY THE EXECUTIVE DIRECTOR AND DIRECTOR OF FINANCE WITH ANY CHANGES OR REVISIONS INCORPORATED INTO THE FILING. THE REVISED RETURN IS THEN SUBMITTED TO THE BOARD OF DIRECTORS FOR THEIR REVIEW AND APPROVAL PRIOR TO SUBMITTING TO THE IRS. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION MAINTAINS A CONFLICT OF INTERESTS POLICY FOR BOARD MEMBERS, OFFICERS, AND EMPLOYEES. IN CONNECTION WITH ANY ACTUAL OR POTENTIAL CONFLICT OF INTERESTS, AN INTERESTED PERSON MUST DISCLOSE THE EXISTENCE AND NATURE OF ANY OUTSIDE INTEREST, OUTSIDE ACTIVITY, AND FINANCIAL INTEREST TO THE BOARD OF DIRECTORS, OR THE BOARD COMMITTEE DELEGATED THE AUTHORITY TO RECEIVE SUCH DISCLOSURES. MONITORING IS PERFORMED REGULARLY BY THE BOARD OFFICERS TO IDENTIFY POTENTIAL CONFLICTS OF INTEREST. ANY QUESTION OF A CONFLICT IS ADDRESSED WITH THE INTERESTED PERSON, WHO IS REQUIRED TO DISCLOSE THE EXISTENCE OF ANY FINANCIAL INTEREST AND BE AFFORDED THE OPPORTUNITY TO DISCLOSE ALL MATERIAL FACTS TO THE BOARD AND EXECUTIVE DIRECTOR. IF A CONFLICT OF INTEREST IS IDENTIFIED, THE APPROPRIATE ACTION IS TAKEN, INCLUDING LIMITATIONS TO THE INDIVIDUAL'S INFLUENCE ON RELATED BUSINESS MATTERS. WHEN CONFLICTS OF INTEREST ARISE AMONG BOARD MEMBERS, THE BOARD WILL IMPOSE RESTRICTIONS ON THE CONFLICTED INDIVIDUAL TO ENSURE IMPARTIALITY AND INTEGRITY IN DECISION-MAKING. INDIVIDUALS WITH A CONFLICT WILL BE PROHIBITED FROM PARTICIPATING IN THE GOVERNING BODY'S DELIBERATIONS AND DECISIONS RELATED TO THE TRANSACTION. THEY WILL NOT BE PRESENT DURING DISCUSSIONS AND VOTING RIGHTS WILL BE RESTRICTED ON MATTERS WHERE THEIR CONFLICT EXISTS. THESE MEASURES HELP MAINTAIN TRANSPARENCY AND PREVENT BIASED OUTCOMES. FORM 990, PART VI, SECTION C, LINE 18 THE FORM 990 IS AVAILABLE UPON REQUEST. FORM 990, PART VI, SECTION C, LINE 19 THE CONFLICT OF INTEREST POLICY, FINANCIAL STATEMENTS AND GOVERNING DOCUMENTS ARE NOT GENERALLY MADE AVAILABLE TO THE PUBLIC. IF A REQUEST WAS RECEIVED, THE BOARD OF DIRECTOR WOULD EVALUATE AND MAKE A DETERMINATION AS TO WHETHER OR NOT TO PROVIDE. SAGES EDUCATIONAL AND RESEARCH FOUNDATION 11300 W OLYMPIC BLVD LOS ANGELES CA 90064 954689582 ADVANCE MINIMAL ACCESS SURGICAL METHODS CA 501(C)(3) LINE 7 N/A 0 SAGES INGENUITY INC 11300 W OLYMPIC BLVD STE 600 LOS ANGELES CA 90064 920486445 SUPPORT SAGES FINANCIAL INDEPENDENCE CA SOCIETY OF AMERICAN GASTRO AND ENDOSCOPIC SURGEONS S 37656 1.00000 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 SAGES INGENUITY B 80000 CASH VALUE