AMERICAN SOCIETY FOR METABOLIC AND BARIATRIC SURGERY (EIN 521203109) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1983

Legal Domicile

Principal Officer

DIANE ENOS

Phone

3523314900

Tax Period

2022-01-01 to 2022-12-31

AMERICAN SOCIETY FOR METABOLIC AND BARIATRIC SURGERY, founded in 1983, is a community nonprofit in the Health Care sector that reported $5.7M in total revenue in fiscal year 2022. Revenue surged 63% from the prior year, signaling strong growth momentum. The organization ran a surplus of $947K, a strong 17% operating margin.

Mission

THE PURPOSE OF THE SOCIETY IS TO ADVANCE THE ART AND SCIENCE OF BARIATRIC SURGERY BY CONTINUED ENCOURAGEMENT OF ITS MEMBERS TO CARRY OUT THE FOLLOWING MISSION: (1) TO IMPROVE THE CARE AND TREATMENT OF PEOPLE WITH OBESITY AND RELATED DISEASES; (2) TO ADVANCE THE SCIENCE AND UNDERSTANDING OF METABOLIC SURGERY; (3) TO FOSTER COMMUNICATION BETWEEN HEALTH PROFESSIONAL ON OBESITY AND RELATED CONDITIONS; (4) TO BE THE RECOGNIZED AUTHORITY AND RESOURCE ON METABOLIC AND BARIATRIC SURGERY; (5) TO ADVOCATE FOR HEALTH CARE POLICY THAT ENSURES PATIENT ACCESS TO HIGH QUALITY PREVENTION AND TREATMENT OF OBESITY; (6) TO BE A HIGHLY VALUED SPECIALTY SOCIETY THAT SERVES THE EDUCATIONAL AND PROFESSIONAL NEEDS OF OUR DIVERSE MEMBERSHIP.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2022)

Revenue Breakdown

Contributions & Grants $271,160

Program Service Revenue $4,912,889

Investment Income $178,612

Other Revenue $297,474

TOTAL REVENUE $5,660,135

Expense Breakdown

Grants Paid $104,050

Salaries & Benefits $1,016,297

Fundraising Expenses $0

Other Expenses $3,592,457

TOTAL EXPENSES $4,712,804

Year-over-Year Comparison

	2022	2021	Change
Revenue	$5,660,135	$3,474,760	+0.6%
Expenses	$4,712,804	$2,500,854	+0.9%
Net Income	$947,331	$973,906	0.0%

Key Indicators

✓ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

N/A

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$160,295

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KRISTIE KAUFMAN	INTERIM EXEC	40.00	Officer	$131,000	$29,295	$160,295
ANN ROGERS MD	COUNCIL-AT-L	2.00	Officer Director	$0	$0	$0
ERIC DEMARIA MD	SR PAST PR	2.00	Officer Director	$0	$0	$0
JOHN SCOTT MD	COUNCIL-AT-L	2.00	Director	$0	$0	$0
JOSEPH NORTHUP MD	COUNCIL-AT-L	2.00	Director	$0	$0	$0
MARINA KURIAN MD	SEC/PRES ELE	2.00	Officer Director	$0	$0	$0
MATTHEW HUTTER MD	PAST PRES/SR	2.00	Officer Director	$0	$0	$0
MONA MISRA MD	COUNCIL-AT-L	2.00	Director	$0	$0	$0
RAMI LUFTI MD	COUNCIL-AT-L	2.00	Director	$0	$0	$0
SHANU KOTHARI MD	PRESIDENT/PA	15.00	Officer Director	$0	$0	$0
TERESA LAMASTERS MD	PRES ELECT/P	15.00	Officer Director	$0	$0	$0
ALI AMINIAN MD	COUNCIL-AT-L	2.00	Director	$0	$0	$0
CORRIGAN MCBRIDE MD	COUNCIL-AT-L	2.00	Director	$0	$0	$0
FARAH HUSAIN MD	COUNCIL-AT-L	2.00	Director	$0	$0	$0
HELMUTH BILLY MD	COUNCIL-AT-L	2.00	Director	$0	$0	$0
RICHARD PETERSON MD	COUNCIL-AT-L	2.00	Director	$0	$0	$0
NATHANIEL SANN MSN	IH PRES-ELEC	2.00	Director	$0	$0	$0
NINA CROWLEY PHD	IH PRESIDENT	2.00	Director	$0	$0	$0
STEPHANIE SOGG PHD	IH PRES ELEC	2.00	Director	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2024	No data	No data	No data	No data
2023	No data	No data	No data	No data
2022	$5,660,135	$4,712,804	$11,781,941	$947,331
2021	$3,474,760	$2,500,854	$12,764,109	$973,906
2020	$1,826,057	$2,826,571	$11,456,597	$-1,000,514
2019	$4,083,311	$3,383,725	$11,968,667	$699,586
2018	$4,010,955	$3,150,742	$9,183,623	$860,213
2017	$4,524,351	$3,014,622	$10,191,607	$1,509,729
2017	$3,818,979	$3,014,622	$9,466,235	$804,357

AMERICAN SOCIETY FOR METABOLIC AND BARIATRIC SURGERY