2026-08-24T09:34:47-05:00 2025-12-31 590548468 PURVIS GRAY & COMPANY LLP 222 NE 1ST ST GAINESVILLE FL 32601 990 2025-01-01 593520006 AMERICAN SOCIETY FOR METABOLIC AND BARIATRIC SURGERY FOUNDATION INC AMER 3523314900 14260 W NEWBERRY ROAD 418 NEWBERRY FL 326692765 DIANE ENOS EXEC DIRECTOR 3523329100 2026-08-18 1 LISA M MAROUSKY CPA P01965450 3523782461 2026-08-18 2025 2025-03-06 01:10:19Z TREO FOUNDATION DIANE ENOS 14260 W NEWBERRY ROAD 418 NEWBERRY FL 326692765 741465 0 X WWW.TREOFOUNDATION.ORG X 1998 FL OUR MISSION IS TO RAISE FUNDS, ADVANCE RESEARCH, PROMOTE EDUCATION, AND ADVOCATE FOR EQUITABLE CARE FOR THOSE AFFECTED BY OBESITY, WHILE FOSTERING HEALTH AND WELL-BEING INCLUSIVE SOLUTIONS FOR ALL. 15 15 0 150 0 0 376440 411347 0 0 144455 53647 -65833 -113974 455062 351020 42000 44000 0 0 199698 0 0 0 78336 110750 298868 352448 342868 102614 8152 1017259 1111240 33300 68295 983959 1042945 OUR MISSION IS TO RAISE FUNDS, ADVANCE RESEARCH, PROMOTE EDUCATION, AND ADVOCATE FOR EQUITABLE CARE FOR THOSE AFFECTED BY OBESITY, WHILE FOSTERING HEALTH AND WELL-BEING INCLUSIVE SOLUTIONS FOR ALL. 0 0 168943 44000 THE ASMBS FOUNDATION HOSTS AN ANNUAL FUNDRAISING WALK "THE WALK". WITH THESE MONIES WE FUND CRITICAL RESEARCH IN THE FIELD OF MORBID OBESITY AND RELATED DISEASES AND ISSUE GRANTS FOR EDUCATION OF THOSE AFFECTED BY OBESITY, THEIR FAMILIES, AND THE GENERAL PUBLIC TO DEVELOP A BETTER UNDERSTANDING OF OBESITY, ITS CONSEQUENCES AND TREATMENTS. THE FOUNDATION ALSO HOSTS AN ANNUAL FUNDRAISING AWARDS BANQUET IN CONJUNCTION WITH THE ASMBS ANNUAL CONFERENCE. 168943 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 1 1 0 0 0 0 0 0 0 0 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 X 15 15 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 0 0 AZ CA CT FL IL IN MA MD NC NJ NY OH OR PA TX WV X DIANE ENOS 3523329100 14260 W NEWBERRY ROAD 418 NEWBERRY FL 326692765 X CARL PESTA MD PAST PRESIDENT 1.00 X X 0 0 0 SANIEA MAJID MD PRESIDENT 1.00 X X 0 0 0 SHAINA ECKHOUSE MD DIRECTOR THRU 6/25 1.00 X 0 0 0 CARLOS GALVANI MD SECRETARY/TREASURER 1.00 X X 0 0 0 TAMMY KINDEL MD DIRECTOR THRU 6/25 1.00 X 0 0 0 SAMER MATTAR MD DIRECTOR THRU 6/25 1.00 X 0 0 0 CHARLES E THOMPSON III MD DIRECTOR 1.00 X 0 0 0 JOHN MORTON MD DIRECTOR 1.00 X 0 0 0 RAUL ROSENTAHL MD DIRECTOR 1.00 X 0 0 0 HELEN DAVIS DIRECTOR 1.00 X 0 0 0 SARAH MUNTEL RD DIRECTOR 1.00 X 0 0 0 FRANK BISCEGLIE DIRECTOR 1.00 X 0 0 0 SHELLY RUSSELL DIRECTOR 1.00 X 0 0 0 MICHAEL EDWARDS MD DIRECTOR BEG 06/25 1.00 X 0 0 0 JOSEPH GREENE MD DIRECTOR BEG 06/25 1.00 X 0 0 0 MATT HUTTER MD DIRECTOR BEG 06/25 1.00 X 0 0 0 KATHERINE MARTIN DIRECTOR BEG 06/25 1.00 X 0 0 0 SHEETAL NIJHAWAN MD DIRECTOR BEG 11/25 1.00 X 0 0 0 KRISTIE KAUFMAN EXEC DIRECTOR 20.00 X 0 0 0 0 0 0 0 0 0 0 0 322318 89029 411347 16803 16803 234953 198109 36844 36844 36844 77431 322318 192336 -114905 -114905 MISCELLANEOUS INCOME 900099 931 931 931 351020 0 0 -60327 X 29500 29500 14500 14500 1510 1510 30750 30750 6744 6744 215318 107659 43064 64595 1664 1664 7452 4518 2934 1870 1870 588 588 8256 1651 1651 4954 ONLINE REGISTRATION 11706 5853 5853 STATE FEES/PERMITS 11282 11282 PATHWAY PROGRAM EXPENSE 1500 1500 COOKBOOK EXPENSE 228 228 342868 168943 95589 78336 98496 88651 25933 26326 1000 0 3963 4223 4773 2146 798 2627 887069 989413 1017259 1111240 21900 0 11400 68295 33300 68295 X 946178 1007164 37781 35781 983959 1042945 1017259 1111240 8152 50834 0 X 1 X 0 1 0 X 306655 416049 353970 376440 411347 1864461 306655 416049 353970 376440 411347 1864461 174579 1689882 13873 14279 17557 16977 16803 79489 322 322 970 931 1901 1946173 412221 0.86830 0.86550 X PART II, SECTION B, LINE 12 GROSS RECEIPTS FROM RELATED ACTIVITIES IS COMPLETED TO REPORT RECEIPTS FROM ADMISSIONS AND MERCHANDISE SALES. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 37781 2000 35781 48781 11000 37781 20000 20000 20000 20000 1.00000 0 0 4773 2146 2627 2627 X PART V, LINE 4: IN 2024, TREO CARES RELIEF FUND WAS ESTABLISHED TO PROVIDE FINANCIAL ASSISTANCE TO ASMBS MEMBERS AND THEIR COMMUNITIES IN THE AFTERMATH OF A NATURAL DISASTER. PRIOR TO 2024, THE INTENDED USE FOR RESTRICTED FUNDS WAS FOR PATIENT EDUCATION RELATED TO SURGERY FOR MORBID OBESITY. PART X, LINE 2: UNDER ASC SUBTOPIC 740-10, INCOME TAX UNCERTAINTIES, IT IS THE POLICY OF MANAGEMENT TO EVALUATE ITS TAX POSITIONS ON AN ONGOING BASIS AND TO DISCLOSE ANY SUCH POSITIONS IT BELIEVES WOULD HAVE A MATERIAL IMPACT ON THE FINANCIAL STATEMENTS AND RELATED NOTES. MANAGEMENT ALSO BELIEVES THAT NO SUCH REQUIRED DISCLOSURES CURRENTLY EXIST. THE WALK 187268 187268 1754 4531 1400 23632 LEAD GALA 212481 135050 77431 2295 18306 28418 86000 26000 399749 322318 77431 2295 20060 32949 86000 1400 49632 192336 -114905 1 AMERICAN SOCIETY OF METABOLIC AND BARIATRIC SURGERY 14260 W NEWBERRY ROAD 418 NEWBERRY FL 326692765 521203109 501(C)(6) 29500 0 EDUCATION, RESEARCH 0 1 NATURAL DISASTER ASSISTANCE 7 14500 PART I, LINE 2: THE MAJORITY OF FOUNDATION GRANTS ARE AWARDED FOR RESEARCH OR EDUCATION. ORGANIZATIONS RECEIVING GRANT FUNDS ARE REQUIRED TO SUBMIT REPORTS DESCRIBING THE RESEARCH OR EDUCATION PERFORMED. FORM 990, PART VI, SECTION B, LINE 11B THE EXECUTIVE DIRECTOR REVIEWS THE FORM 990. FORM 990, PART VI, SECTION B, LINE 12C ANNUALLY, ALL BOARD OF DIRECTORS ACKNOWLEDGE THE RECEIPT OF THE CONFLICTOF INTEREST POLICY AND THEIR RESPONSIBILITY TO DISCLOSE ANY REQUIREDITEMS. IF A CONFLICT EXISTS, THE BOARD MEMBER DOES NOT VOTE ON THE ISSUE. FORM 990, PART VI, SECTION B, LINE 15A THE AMERICAN SOCIETY FOR METABOLIC AND BARIATRIC SURGERY FOUNDATION, INC. (THE FOUNDATION) BOARD OF DIRECTORS APPROVED ANNUALLY THE AMOUNT THE FOUNDATION REIMBURSED THE OTHER ENTITY RELATED TO THE SERVICES PERFORMED FOR THE BENEFIT OF THE FOUNDATION. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS OF THE FOUNDATION ARE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART IX, LINE 11G COMPENSATION REIMBURSEMENT: PROGRAM SERVICE EXPENSES 107,659. MANAGEMENT AND GENERAL EXPENSES 43,064. FUNDRAISING EXPENSES 64,595. TOTAL EXPENSES 215,318.