Civic Intelligence

Texas Assn of Bariatric Surgeons

EIN 20-4281904 • 501(c)6 • Batavia, IL

Profile

Forum for bariatric surgeons

648 Waterfield DriveBatavia, IL 60510
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

49th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)6 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

51st percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)6 • <$500k nonprofits • Source year 2024

Net Margin

88th percentile

30%

Higher net margin than 88% of similar nonprofits.

501(c)6 • <$500k nonprofits • Source year 2024

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)6 • <$500k nonprofits • Source year 2024

Asset Growth

80th percentile

19%

Faster asset growth than 80% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

80th percentile

24%

Faster revenue growth than 80% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets49th percentile

Assets

Up

$158,708

Up $25,841 (+19%) from 2023

Liabilities

Down

$0

Down $5,000 (-100%) from 2023

Net Assets

Up

$158,708

Up $30,841 (+24%) from 2023

Operations
Liabilities / Revenue51st percentileNet Margin88th percentile

Revenue

Up

$103,484

Up $19,769 (+24%) from 2023

Expenses

Down

$72,843

Down $26,252 (-26%) from 2023

Net Income

Up

$30,641

Up $46,021 (+299%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth80th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$200K$150K$100K$50K$0Assets 2014: $9,228Liabilities 2014: $0Net Assets 2014: $9,2282014Assets 2015: $16,119Liabilities 2015: $0Net Assets 2015: $16,1192015Assets 2016: $43,258Liabilities 2016: $0Net Assets 2016: $43,2582016Assets 2017: $57,154Liabilities 2017: $0Net Assets 2017: $57,1542017Assets 2018: $65,512Liabilities 2018: $0Net Assets 2018: $65,5122018Assets 2019: $92,981Liabilities 2019: $0Net Assets 2019: $92,9812019Assets 2020: $107,963Liabilities 2020: $0Net Assets 2020: $107,9632020Assets 2021: $173,679Liabilities 2021: $53,786Net Assets 2021: $119,8932021Assets 2022: $143,247Liabilities 2022: $0Net Assets 2022: $143,2472022Assets 2023: $132,867Liabilities 2023: $5,000Net Assets 2023: $127,8672023Assets 2024: $158,708Liabilities 2024: $0Net Assets 2024: $158,7082024

Highlighted filing

2024

Assets$158,708
Liabilities$0
Net Assets$158,708
Open 2024 Filing

Operations Trend

Revenue Growth80th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$200K$150K$100K$50K$0-$50KRevenue 2014: $58,135Expenses 2014: $56,059Net Income 2014: $2,0762014Revenue 2015: $78,455Expenses 2015: $71,564Net Income 2015: $6,8912015Revenue 2016: $78,047Expenses 2016: $55,191Net Income 2016: $22,8562016Revenue 2017: $106,531Expenses 2017: $92,635Net Income 2017: $13,8962017Revenue 2018: $89,287Expenses 2018: $80,929Net Income 2018: $8,3582018Revenue 2019: $114,054Expenses 2019: $86,585Net Income 2019: $27,4692019Revenue 2020: $127,795Expenses 2020: $112,813Net Income 2020: $14,9822020Revenue 2021: $27,690Expenses 2021: $16,260Net Income 2021: $11,4302021Revenue 2022: $154,076Expenses 2022: $130,722Net Income 2022: $23,3542022Revenue 2023: $83,715Expenses 2023: $99,095Net Income 2023: -$15,3802023Revenue 2024: $103,484Expenses 2024: $72,843Net Income 2024: $30,6412024

Highlighted filing

2024

Revenue$103,484
Expenses$72,843
Net Income$30,641
Open 2024 Filing

Filings

Most recent year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$158,708
Liabilities
$0
Net assets
$158,708
Revenue
$103,484
Expenses
$72,843
Net income
$30,641
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.59$0.00$1.59$1.03$0.73$0.31
2023Detailed filing. Detailed filing data is available for this year.$1.33$0.05$1.28$0.84$0.99$0.15
2022Detailed filing. Detailed filing data is available for this year.$1.43$0.00$1.43$1.54$1.31$0.23
2021Detailed filing. Detailed filing data is available for this year.$1.74$0.54$1.20$0.28$0.16$0.11
2020Detailed filing. Detailed filing data is available for this year.$1.08$0.00$1.08$1.28$1.13$0.15
2019Detailed filing. Detailed filing data is available for this year.$0.93$0.00$0.93$1.14$0.87$0.27
2018Detailed filing. Detailed filing data is available for this year.$0.66$0.00$0.66$0.89$0.81$0.08
2017Detailed filing. Detailed filing data is available for this year.$0.57$0.00$0.57$1.07$0.93$0.14
2016Detailed filing. Detailed filing data is available for this year.$0.43$0.00$0.43$0.78$0.55$0.23
2015Detailed filing. Detailed filing data is available for this year.$0.16$0.00$0.16$0.78$0.72$0.07
2014Detailed filing. Detailed filing data is available for this year.$0.09$0.00$0.09$0.58$0.56$0.02
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Jan 25, 2025
Return Version
2023v6.0
Gross Receipts
$103,484
Mission and Program Overview

Mission

Forum for bariatric surgeons

Program Services

DescriptionGrantsExpenses
The organization holds annual meetings where the latest bariatric information,technologies, and processes are shared.-$72,843
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Tanya M KajeseTreasurerPT$0--
Monique HassanSecretaryPT$0--
Sina MatinImmediate Past PresidentPT$0--
Luis M ReyesPresidentPT$0--
Laura FitzgeraldControllerPT$0--
Robert O CarpenterPast PresidentPT$0--
Benjamin M ClappVice PresidentPT$0--
Carrie StefanExecutive DirectorPT$0--
Filing and Contact Details

Filer

Filer Name
Texas Assn of Bariatric Surgeons
EIN
20-4281904
Address
648 Waterfield Drive, Batavia, IL 60510

Signing Officer

Name
Carrie Steffan
Title
Executive Direc
Phone
6786752696
Signed
2025-01-25
Discuss with paid preparer
Yes

Preparer

Firm
Pro 31 Tax & Accounting LLC
Address
278 Fairlane Dr, Louisburg, KS 66053
Preparer
Janet Houchen
Phone
9138373131
Supplemental Narrative

Additional Explanations

Description of other expenses Part I line 16

“Description AmountTaxes and Licenses 129Credit Card Fees 3,039Cvent 1,500Insurance 1,084Office Supplies 210Telephone 60Web Hosting 645Annual Meeting 60,896Membership Recruitment 503Accounting Fees 4”

Other changes in net assets or fund balances Part I line 20

“Description AmountPrior Period Adjustment 200”

Description of other assets Part II line 24

“Category Beginning of Year End of YearPrepaid Expenses 5,000 0”

Description of total liabilities Part II line 26

“Category Beginning of Year End of YearRegistration Deposits 5,000 0”

Raw XML Appendix139 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0Carrie Stefan
IRS990EZ/BooksInCareOfDetail/PhoneNum06786752696
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0648 Waterfield Drive
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Batavia
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0IL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd060510
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0127867
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0158708
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt030641
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt04354
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0132867
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0158708
IRS990EZ/GrossReceiptsAmt0103484
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt023290
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0127867
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0158708
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0127867
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0158708
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt010.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt110.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt210.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt310.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt45.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt510.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt610.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt720.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Tanya M Kajese
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Monique Hassan
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Sina Matin
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Luis M Reyes
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Laura Fitzgerald
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Robert O Carpenter
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Benjamin M Clapp
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7Carrie Stefan
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Immediate Past President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Controller
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Past President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Executive Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt05000
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherChangesInNetAssetsAmt0200
IRS990EZ/OtherExpensesTotalAmt068070
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Forum for bariatric surgeons
IRS990EZ/PrintingPublicationsPostageAmt0419
IRS990EZ/ProgramServiceRevenueAmt080194
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0The organization holds annual meetings where the latest bariatric information,technologies, and processes are shared.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt072843
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt05000
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt072843
IRS990EZ/TotalProgramServiceExpensesAmt072843
IRS990EZ/TotalRevenueAmt0103484
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description AmountTaxes and Licenses 129Credit Card Fees 3,039Cvent 1,500Insurance 1,084Office Supplies 210Telephone 60Web Hosting 645Annual Meeting 60,896Membership Recruitment 503Accounting Fees 4
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description AmountPrior Period Adjustment 200
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Category Beginning of Year End of YearPrepaid Expenses 5,000 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Category Beginning of Year End of YearRegistration Deposits 5,000 0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other expenses Part I line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other changes in net assets or fund balances Part I line 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Description of other assets Part II line 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Description of total liabilities Part II line 26
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Carrie Steffan
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Executive Direc
ReturnHeader/BusinessOfficerGrp/PhoneNum06786752696
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-01-25
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Texas Assn of Bariatric Surgeons
ReturnHeader/Filer/BusinessNameControlTxt0TEXA
ReturnHeader/Filer/EIN0204281904
ReturnHeader/Filer/USAddress/AddressLine1Txt0648 Waterfield Drive
ReturnHeader/Filer/USAddress/CityNm0Batavia
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IL
ReturnHeader/Filer/USAddress/ZIPCd060510
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0463919527
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Pro 31 Tax & Accounting LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0278 Fairlane Dr
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Louisburg
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0KS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd066053
ReturnHeader/PreparerPersonGrp/PhoneNum09138373131
ReturnHeader/PreparerPersonGrp/PreparationDt02025-02-05
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Janet Houchen
ReturnHeader/ReturnTs02025-02-05T15:23:41-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

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