AMERICAN SOCIETY FOR METABOLIC AND BARIATRIC SURGERY FOUNDATION INC (EIN 593520006) - 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

1998

Legal Domicile

Principal Officer

KRISTIE KAUFMAN

Phone

3523314900

Tax Period

2024-01-01 to 2024-12-31

AMERICAN SOCIETY FOR METABOLIC AND BARIATRIC SURGERY FOUNDATION INC, founded in 1998, is a small nonprofit in the Medical Research sector that reported $455K in total revenue in fiscal year 2024. Revenue surged 28% from the prior year, signaling strong growth momentum. The organization ran a surplus of $103K, a strong 23% operating margin.

Mission

OUR MISSION IS TO RAISE FUNDS FOR CONDUCTING RESEARCH & EDUCATION, INCREASING PUBLIC & SCIENTIFIC AWARENESS & UNDERSTANDING, & IMPROVING ACCESS TO QUALITY CARE & TREATMENT OF OBESITY & MORBID OBESITY.

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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 (2024)

Revenue Breakdown

Contributions & Grants $376,440

Program Service Revenue $0

Investment Income $144,455

Other Revenue $-65,833

TOTAL REVENUE $455,062

Expense Breakdown

Grants Paid $42,000

Salaries & Benefits $199,698

Fundraising Expenses $53,610

Program Expenses $181,542

Other Expenses $110,750

TOTAL EXPENSES $352,448

Year-over-Year Comparison

	2024	2023	Change
Revenue	$455,062	$355,530	+0.3%
Expenses	$352,448	$378,304	-0.1%
Net Income	$102,614	$-22,774	-5.5%

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

150

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

$300,838

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CARL PESTA MD	PAST PRESIDENT	1.00	Officer Director	$0	$0	$0
SANIEA MAJID MD	PRESIDENT	10.00	Officer Director	$0	$0	$0
SHAINA ECKHOUSE MD	DIRECTOR	1.00	Director	$0	$0	$0
NEIL FLOCH MD	DIRECTOR THRU 6/24	1.00	Director	$0	$0	$0
CARLOS GALVANI MD	SECRETARY/TREASURER	1.00	Officer Director	$0	$0	$0
OMAR M GHANEM MD	DIRECTOR THRU 6/24	1.00	Director	$0	$0	$0
JANUARY A HILL MD	DIRECTOR THRU 6/24	1.00	Director	$0	$0	$0
TAMMY KINDEL MD	DIRECTOR	1.00	Director	$0	$0	$0
FARAH HUSAIN MD	DIRECTOR THRU 6/24	1.00	Director	$0	$0	$0
SAMER MATTAR MD	DIRECTOR	1.00	Director	$0	$0	$0
CHARLES E THOMPSON III MD	DIRECTOR	1.00	Director	$0	$0	$0
PAMELA DAVIS RN	DIRECTOR THRU 6/24	1.00	Director	$0	$0	$0
BENJAMIN CLAPP MD	DIRECTOR THRU 6/24	1.00	Director	$0	$0	$0
CHARLOTTE HODGES MD	DIRECTOR THRU 6/24	1.00	Director	$0	$0	$0
JOHN MORTON MD	DIRECTOR BEG 6/24	1.00	Director	$0	$0	$0
RAUL ROSENTAHL MD	DIRECTOR BEG 6/24	1.00	Director	$0	$0	$0
HELEN DAVIS MD	DIRECTOR BEG 9/24	1.00	Director	$0	$0	$0
SARAH MUNTEL RD	DIRECTOR BEG 9/24	1.00	Director	$0	$0	$0
KRISTIE KAUFMAN	DIR/EXEC DIR '24	40.00	Officer	$11,364	$36,418	$207,202
MICHAEL VOTTA	EXEC DIRECTOR-THRU 6/2024	40.00	Officer	$81,423	$12,213	$93,636

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	$455,062	$352,448	$1,017,259	$102,614
2023	$355,530	$378,304	$1,147,021	$-22,774
2022	$382,485	$527,054	$952,177	$-144,569
2021	$349,808	$241,786	$1,171,870	$108,022
2020	$204,834	$381,709	$1,303,703	$-176,875
2019	$339,363	$346,672	$1,229,419	$-7,309
2018	$338,750	$360,595	$1,088,348	$-21,845

AMERICAN SOCIETY FOR METABOLIC AND BARIATRIC SURGERY FOUNDATION INC