Nonprofit · EIN 59-3520006
AMERICAN SOCIETY FOR METABOLIC AND BARIATRIC SURGERY FOUNDATION INC
Tax-exempt · NEWBERRY, FL 32669
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $351,020 | $342,868 | $8,152 | $1,111,240 | $68,295 | $1,042,945 |
| December 31, 2024 | 990 | $455,062 | $352,448 | $102,614 | $1,017,259 | $33,300 | $983,959 |
| December 31, 2023 | 990 | $355,530 | $378,304 | -$22,774 | $1,147,021 | $269,622 | $877,399 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $411,347
- Program service revenue
- $0
- Investment income
- $53,647
- Net gain from sales of assets
- $36,844
- Net income from fundraising events
- -$114,905
- Other revenue
- -$113,974
Expenses
- Grants and similar amounts paid
- $44,000
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Legal fees
- $1,510
- Accounting fees
- $30,750
- Depreciation
- $588
- Program services (functional)
- $168,943
- Management and general (functional)
- $95,589
- Fundraising (functional)
- $78,336
Balance sheet and other
- Total assets, start of year
- $1,017,259
- Total assets, end of year
- $1,111,240
- Total liabilities, end of year
- $68,295
- Net assets, end of year
- $1,042,945
- Land, buildings and equipment
- $2,627
- Publicly traded securities
- $989,413
- Net assets without donor restrictions
- $1,007,164
- Net assets with donor restrictions
- $35,781
- Gross receipts
- $741,465
- Employees
- 0
- Volunteers
- 150
- Year formed
- 1998
- State of legal domicile
- FL
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CARL PESTA MD | PAST PRESIDENT Trustee or director, Officer | 1 | $0 |
| SANIEA MAJID MD | PRESIDENT Trustee or director, Officer | 1 | $0 |
| SHAINA ECKHOUSE MD | DIRECTOR THRU 6/25 Trustee or director | 1 | $0 |
| CARLOS GALVANI MD | SECRETARY/TREASURER Trustee or director, Officer | 1 | $0 |
| TAMMY KINDEL MD | DIRECTOR THRU 6/25 Trustee or director | 1 | $0 |
| SAMER MATTAR MD | DIRECTOR THRU 6/25 Trustee or director | 1 | $0 |
| CHARLES E THOMPSON III MD | DIRECTOR Trustee or director | 1 | $0 |
| JOHN MORTON MD | DIRECTOR Trustee or director | 1 | $0 |
| RAUL ROSENTAHL MD | DIRECTOR Trustee or director | 1 | $0 |
| HELEN DAVIS | DIRECTOR Trustee or director | 1 | $0 |
| SARAH MUNTEL RD | DIRECTOR Trustee or director | 1 | $0 |
| FRANK BISCEGLIE | DIRECTOR Trustee or director | 1 | $0 |
| SHELLY RUSSELL | DIRECTOR Trustee or director | 1 | $0 |
| MICHAEL EDWARDS MD | DIRECTOR BEG 06/25 Trustee or director | 1 | $0 |
| JOSEPH GREENE MD | DIRECTOR BEG 06/25 Trustee or director | 1 | $0 |
4 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MATT HUTTER MD | DIRECTOR BEG 06/25 Trustee or director | 1 | $0 |
| KATHERINE MARTIN | DIRECTOR BEG 06/25 Trustee or director | 1 | $0 |
| SHEETAL NIJHAWAN MD | DIRECTOR BEG 11/25 Trustee or director | 1 | $0 |
| KRISTIE KAUFMAN | EXEC DIRECTOR Officer | 20 | $0 |
990 for the year ended December 31, 2024: 20 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| KRISTIE KAUFMAN | DIR/EXEC DIR '24 Officer | 40 | $11,364 | $159,420 | $36,418 |
| MICHAEL VOTTA | EXEC DIRECTOR-THRU 6/2024 Officer | 40 | $81,423 | $0 | $12,213 |
| CARL PESTA MD | PAST PRESIDENT Trustee or director, Officer | 1 | $0 | $0 | $0 |
| SANIEA MAJID MD | PRESIDENT Trustee or director, Officer | 10 | $0 | $0 | $0 |
| SHAINA ECKHOUSE MD | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| NEIL FLOCH MD | DIRECTOR THRU 6/24 Trustee or director | 1 | $0 | $0 | $0 |
| CARLOS GALVANI MD | SECRETARY/TREASURER Trustee or director, Officer | 1 | $0 | $0 | $0 |
| OMAR M GHANEM MD | DIRECTOR THRU 6/24 Trustee or director | 1 | $0 | $0 | $0 |
| JANUARY A HILL MD | DIRECTOR THRU 6/24 Trustee or director | 1 | $0 | $0 | $0 |
| TAMMY KINDEL MD | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| FARAH HUSAIN MD | DIRECTOR THRU 6/24 Trustee or director | 1 | $0 | $0 | $0 |
| SAMER MATTAR MD | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| CHARLES E THOMPSON III MD | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| PAMELA DAVIS RN | DIRECTOR THRU 6/24 Trustee or director | 1 | $0 | $0 | $0 |
| BENJAMIN CLAPP MD | DIRECTOR THRU 6/24 Trustee or director | 1 | $0 | $0 | $0 |
| CHARLOTTE HODGES MD | DIRECTOR THRU 6/24 Trustee or director | 1 | $0 | $0 | $0 |
| JOHN MORTON MD | DIRECTOR BEG 6/24 Trustee or director | 1 | $0 | $0 | $0 |
| RAUL ROSENTAHL MD | DIRECTOR BEG 6/24 Trustee or director | 1 | $0 | $0 | $0 |
| HELEN DAVIS MD | DIRECTOR BEG 9/24 Trustee or director | 1 | $0 | $0 | $0 |
| SARAH MUNTEL RD | DIRECTOR BEG 9/24 Trustee or director | 1 | $0 | $0 | $0 |
990 for the year ended December 31, 2023: 20 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| MICHAEL VOTTA | EXEC DIR '23 Officer | 40 | $107,923 | $16,188 |
| CARL PESTA MD | PRESIDENT Trustee or director, Officer | 10 | $0 | $0 |
| PAUL ENOCHS MD | PAST PRES LE Trustee or director, Officer | 1 | $0 | $0 |
| SANIEA MAJID MD | SECRETARY/TR Trustee or director, Officer | 1 | $0 | $0 |
| SHAINA ECKHOUSE MD | DIRECTOR Trustee or director | 1 | $0 | $0 |
| NEIL FLOCH MD | DIRECTOR Trustee or director | 1 | $0 | $0 |
| CARLOS GALVANI MD | DIRECTOR Trustee or director | 1 | $0 | $0 |
| OMAR M GHANEM MD | DIRECTOR Trustee or director | 1 | $0 | $0 |
| JANUARY A HILL MD | DIRECTOR Trustee or director | 1 | $0 | $0 |
| KRISTIE KAUFMAN | DIR/EXEC DIR Trustee or director | 1 | $0 | $0 |
| TAMMY KINDEL MD | DIRECTOR Trustee or director | 1 | $0 | $0 |
| FARAH HUSAIN MD | DIRECTOR Trustee or director | 1 | $0 | $0 |
| SAMER MATTAR MD | DIRECTOR Trustee or director | 1 | $0 | $0 |
| RICHARD PETERSON MD | DIRECTOR-THR Trustee or director | 1 | $0 | $0 |
| JAIME PONCE MD | DIRECTOR-THR Trustee or director | 1 | $0 | $0 |
| NATE SANN MSN | DIRECTOR-THR Trustee or director | 1 | $0 | $0 |
| CHARLES E THOMPSON III MD | DIRECTOR Trustee or director | 1 | $0 | $0 |
| PAMELA DAVIS RN | DIRECTOR Trustee or director | 1 | $0 | $0 |
| BENJAMIN CLAPP MD | DIRECTOR Trustee or director | 1 | $0 | $0 |
| CHARLOTTE HODGES MD | DIRECTOR Trustee or director | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 14260 W NEWBERRY ROAD 418, NEWBERRY, FL 32669-2765
- In care of
- % GEORGEANN MALLORY
- Principal officer (990 for 2025)
- DIANE ENOS, 14260 W NEWBERRY ROAD 418, NEWBERRY, FL 326692765
- Signed the 990
- DIANE ENOS, EXEC DIRECTOR
- Phone
- (352) 331-4900
- Website
- WWW.TREOFOUNDATION.ORG
- Return prepared by
- PURVIS GRAY & COMPANY LLP
Mission
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.
Program accomplishments
- 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.Expenses $168,943 · grants $44,000
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990 on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 59-3520006
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1998
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Medical research (H90)
- Assets (IRS master file)
- $1,111,240
- Income (IRS master file)
- $741,465
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $351,020 | $342,868 | $1,111,240 | XML |
| 990 | December 2024 | $455,062 | $352,448 | $1,017,259 | XML |
| 990 | December 2023 | $355,530 | $378,304 | $1,147,021 | XML |
| 990 | December 2022 | $382,485 | $527,054 | $952,177 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 59-3520006).
Questions about AMERICAN SOCIETY FOR METABOLIC AND BARIATRIC SURGERY FOUNDATION INC
- What is the EIN of AMERICAN SOCIETY FOR METABOLIC AND BARIATRIC SURGERY FOUNDATION INC?
- The employer identification number (EIN) of AMERICAN SOCIETY FOR METABOLIC AND BARIATRIC SURGERY FOUNDATION INC is 59-3520006.
- Is AMERICAN SOCIETY FOR METABOLIC AND BARIATRIC SURGERY FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1998.
- Are donations to AMERICAN SOCIETY FOR METABOLIC AND BARIATRIC SURGERY FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does AMERICAN SOCIETY FOR METABOLIC AND BARIATRIC SURGERY FOUNDATION INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of AMERICAN SOCIETY FOR METABOLIC AND BARIATRIC SURGERY FOUNDATION INC due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did AMERICAN SOCIETY FOR METABOLIC AND BARIATRIC SURGERY FOUNDATION INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2025.
- Who is the principal officer of AMERICAN SOCIETY FOR METABOLIC AND BARIATRIC SURGERY FOUNDATION INC?
- The 990 for the year ended December 31, 2025 names DIANE ENOS.
- Who are the officers and directors of AMERICAN SOCIETY FOR METABOLIC AND BARIATRIC SURGERY FOUNDATION INC?
- The 990 for the year ended December 31, 2025 lists 19 people; 0 received compensation from the organization.
- How much revenue does AMERICAN SOCIETY FOR METABOLIC AND BARIATRIC SURGERY FOUNDATION INC have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $351,020, expenses of $342,868 and total assets of $1,111,240 at year end.
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