Civic Intelligence

Society for Ambulatory Anesthesia

EIN 54-1355440 • 501(c)3 • Milwaukee, WI

Profile

To advance the practice of abulatory anesthesia in all ambulatory venues, to encourage high ethical and professional standards by fostering and encouraging education and research and to provide professional guidance for the practice of ambulatory anesthesia.

6737 W Washington St 4210Milwaukee, WI 53214

www.sambahq.org

Siviq Scores

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

Liabilities / Assets

41st percentile

0.03x

Higher debt load relative to assets than 41% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

66th percentile

0.20x

Higher debt load relative to revenue than 66% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Net Margin

86th percentile

40%

Higher net margin than 86% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

75th percentile

16%

Faster asset growth than 75% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

42nd percentile

3.2%

Faster revenue growth than 42% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets41st percentile

Assets

Up

$3,945,137

Up $550,076 (+16%) from 2023

Liabilities

Up

$119,209

Up $20,159 (+20%) from 2023

Net Assets

Up

$3,825,928

Up $529,917 (+16%) from 2023

Operations
Liabilities / Revenue66th percentileNet Margin86th percentile

Revenue

Up

$602,808

Up $18,424 (+3.2%) from 2023

Expenses

Down

$360,486

Down $79,221 (-18%) from 2023

Net Income

Up

$242,322

Up $97,645 (+67%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth75th percentile

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2010: $2,832,964Liabilities 2010: $122,034Net Assets 2010: $2,710,9302010Assets 2011: $2,599,736Liabilities 2011: $63,651Net Assets 2011: $2,536,0852011Assets 2012: $2,593,987Liabilities 2012: $76,217Net Assets 2012: $2,517,7702012Assets 2013: $2,665,832Liabilities 2013: $127,974Net Assets 2013: $2,537,8582013Assets 2014: $2,511,268Liabilities 2014: $106,739Net Assets 2014: $2,404,5292014Assets 2015: $2,432,917Liabilities 2015: $136,168Net Assets 2015: $2,296,7492015Assets 2016: $2,488,769Liabilities 2016: $132,887Net Assets 2016: $2,355,8822016Assets 2017: $2,646,394Liabilities 2017: $108,294Net Assets 2017: $2,538,1002017Assets 2018: $2,410,996Liabilities 2018: $107,022Net Assets 2018: $2,303,9742018Assets 2019: $2,713,644Liabilities 2019: $79,345Net Assets 2019: $2,634,2992019Assets 2020: $2,986,129Liabilities 2020: $114,216Net Assets 2020: $2,871,9132020Assets 2021: $3,486,655Liabilities 2021: $116,897Net Assets 2021: $3,369,7582021Assets 2022: $2,946,544Liabilities 2022: $148,483Net Assets 2022: $2,798,0612022Assets 2023: $3,395,061Liabilities 2023: $99,050Net Assets 2023: $3,296,0112023Assets 2024: $3,945,137Liabilities 2024: $119,209Net Assets 2024: $3,825,9282024

Highlighted filing

2024

Assets$3,945,137
Liabilities$119,209
Net Assets$3,825,928
Open 2024 Filing

Operations Trend

Revenue Growth42nd percentile

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

$1.0M$500K$0-$500KExpenses 2010: $598,9212010Expenses 2011: $631,9212011Expenses 2012: $734,2932012Revenue 2013: $671,343Expenses 2013: $739,735Net Income 2013: -$68,3922013Revenue 2014: $653,041Expenses 2014: $767,395Net Income 2014: -$114,3542014Revenue 2015: $637,834Expenses 2015: $575,230Net Income 2015: $62,6042015Revenue 2016: $730,620Expenses 2016: $645,670Net Income 2016: $84,9502016Revenue 2017: $540,724Expenses 2017: $529,909Net Income 2017: $10,8152017Revenue 2018: $498,082Expenses 2018: $553,680Net Income 2018: -$55,5982018Revenue 2019: $509,227Expenses 2019: $587,089Net Income 2019: -$77,8622019Revenue 2020: $307,509Expenses 2020: $282,190Net Income 2020: $25,3192020Revenue 2021: $314,780Expenses 2021: $142,224Net Income 2021: $172,5562021Revenue 2022: $422,512Expenses 2022: $443,064Net Income 2022: -$20,5522022Revenue 2023: $584,384Expenses 2023: $439,707Net Income 2023: $144,6772023Revenue 2024: $602,808Expenses 2024: $360,486Net Income 2024: $242,3222024

Highlighted filing

2024

Revenue$602,808
Expenses$360,486
Net Income$242,322
Open 2024 Filing

Filings

Most recent year

2024 • Form 990XML pending. An XML filing is linked for this year, but detailed extraction is still pending.

Open filing
Assets
$3,945,137
Liabilities
$119,209
Net assets
$3,825,928
Revenue
$602,808
Expenses
$360,486
Net income
$242,322
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.95$0.12$3.83$0.60$0.36$0.24
2023Summary only. Only limited summary data is available for this year.$3.40$0.10$3.30$0.58$0.44$0.14
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.95$0.15$2.80$0.42$0.44$0.02
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.49$0.12$3.37$0.31$0.14$0.17
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.99$0.11$2.87$0.31$0.28$0.03
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.71$0.08$2.63$0.51$0.59$0.08
2018Summary only. Only limited summary data is available for this year.$2.41$0.11$2.30$0.50$0.55$0.06
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.65$0.11$2.54$0.54$0.53$0.01
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.49$0.13$2.36$0.73$0.65$0.08
2015Detailed filing. Detailed filing data is available for this year.$2.43$0.14$2.30$0.64$0.58$0.06
2014Detailed filing. Detailed filing data is available for this year.$2.51$0.11$2.40$0.65$0.77$0.11
2013Detailed filing. Detailed filing data is available for this year.$2.67$0.13$2.54$0.67$0.74$0.07
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.59$0.08$2.52$0.73
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.60$0.06$2.54$0.63
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.83$0.12$2.71$0.60
Latest Detailed Filing

The latest 2024 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2021 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Jul 28, 2022
Return Version
2021v4.2
Gross Receipts
$314,780
Mission and Program Overview

Mission

To advance the practice of abulatory anesthesia in all ambulatory venues, to encourage high ethical and professional standards by fostering and encouraging education and research and to provide professional guidance for the practice of ambulatory anesthesia.

The society for ambulatory anesthesia (samba) is a not-for-profit society whose mission is to be the leader in perioperative care of the ambulatory surgical patient. In doing so, samba strives to advance the practice of ambulatory anesthesia in all ambulatory venues.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$2,757,860$3,133,825▲ $375,965
Cash and Non-Interest-Bearing Accounts$115,697$201,724▲ $86,027
Investments Other Securities$76,306$78,401▲ $2,095
Prepaid Expenses and Deferred Charges$36,266$72,705▲ $36,439
Total Assets$2,986,129$3,486,655▲ $500,526
Liabilities
Deferred Revenue$101,954$112,372▲ $10,418
Accounts Payable and Accrued Expenses$12,262$4,525▼ $7,737
Total Liabilities$114,216$116,897▲ $2,681
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$2,871,913$3,369,758▲ $497,845
Total Net Assets Fund Balance$2,871,913$3,369,758▲ $497,845
Total Liabilities and Net Assets / Fund Balance$2,986,129$3,486,655▲ $500,526
Compensation and Service Providers
Top Officer PayScore unavailable

Board Members and Trustees

NameTitle
Leopoldo RodriguezImmediate Past President
Bobbiejean SweitzerPresident
Dawn SchellPresident-elect
Steven ButzVice President
Max HendrixDirector
Victor DavilaDirector
Alberto ArdonDirector From June 2021
Catherine TobinDirector From June 2021
Fred ShapiroDirector From June 2021
Srinivas PyatiDirector From June 2021
Rosalind RitchieDirector Through May 2021
Chris BurkleDirector Thru May 2021
Andrew BronsonExecutive Director
Richard UrmanAssistant Secretary
Basem AbdelmalakImmediate Past Pres Thru May 2021
Niraja RajanSecretary
Fatima AhmadSecretary Thru May 2021
Michael GuertinTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$250,714
Investment Income
$62,771
Other Revenue
$1,295
Change in Net Assets
$172,556

Audited Revenue Reconciliation

Revenue per Audited Statements
$314,780
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$315,289
Total Revenue per Audited Statements
$630,069
Total Revenue per Form 990
$314,780
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$142,224
Total Fundraising Expense$17,913
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Management$38,598$30,207$14,445$83,250
Conferences and Meetings$17,413-$2,073$19,486
Office Expenses$215$8,658$80$8,953
Information Technology$3,511$2,748$1,315$7,574
Fees for Services Accounting-$7,400-$7,400
Travel-$6,082-$6,082
Other Expenses$0$3,098-$3,098
All Other Expenses$2,745$211-$2,956
Fees for Services Legal-$1,831-$1,831
Insurance-$1,594-$1,594
Total Functional Expenses$62,482$61,829$17,913$142,224

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$142,224
Total Expenses per Audited Statements$142,224
Total Expenses per Form 990$142,224
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 6

“The organization has ten classes of membership as follows: active, resident, honorary, inactive, emeritus, retired, fellow, benefactor, international, and affiliate. Only active and fellow members of the society are eligible to vote, hold office, and serve on the board with the following exceptions: international members do not hold voting privileges, nor are they eligible to hold office. Affiliate members do not carry the right to vote, hold office, or serve on the board but are eligible for appointment as adjunct members of society committees.”

Form 990, Part VI, Section A, Line 7A

“The society's board of directors is proposed by a four member nominating committee and approved by a majority of votes of the active membership attending the society's annual meeting.”

Form 990, Part VI, Section A, Line 7B

“Amendments to the society's bylaws require the approval of two-thirds of the active membership present and voting at the annual meeting to become effective.”

Form 990, Part VI, Section B, Line 11B

“Form 990 is prepared by independent public accountants and submitted to the society's management company for initial review. The form is then submitted to the board of directors for review and discussion prior to filing.”

Form 990, Part VI, Section B, Line 12C

“On an annual basis, the society's board members and officers are required to disclose whether or not they have any potential conflicts of interest and, if so, are required to describe them. Board members are required to abstain from voting on any issues where they have a potential conflict.”

Form 990, Part VI, Section C, Line 19

“The society's governing documents, policies, and financial statements are available for public inspection upon request.”

Filing and Contact Details

Filer

Filer Name
Society for Ambulatory Anesthesia
EIN
54-1355440
Phone
4144883915
Address
6737 W WASHINGTON ST 4210, MILWAUKEE, WI 53214

Signing Officer

Name
Andrew Bronson
Title
Executive Director
Phone
4144883915
Signed
2022-07-28
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Andrew Bronson
Formed
1986
Legal Domicile
De
Voting Board Members
13
Independent Board Members
13
Employees
0
Volunteers
120

Preparer

Firm
Wegner Cpas Llp
Address
2921 LANDMARK PL STE 300, MADISON, WI 53713-4236
Preparer
Jenny Tarkowski CPA
Phone
6082744020
Raw XML AppendixShowing 400 of 495 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
IRS990/AccountantCompileOrReviewInd00
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IRS990/AccountsPayableAccrExpnssGrp/EOYAmt04525
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0THE SOCIETY FOR AMBULATORY ANESTHESIA (SAMBA) IS A NOT-FOR-PROFIT SOCIETY WHOSE MISSION IS TO BE THE LEADER IN PERIOPERATIVE CARE OF THE AMBULATORY SURGICAL PATIENT. IN DOING SO, SAMBA STRIVES TO ADVANCE THE PRACTICE OF AMBULATORY ANESTHESIA IN ALL AMBULATORY VENUES.
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt0211
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IRS990/AllOtherExpensesGrp/TotalAmt02956
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IRS990/BooksInCareOfDetail/PersonNm0ANDREW BRONSON
IRS990/BooksInCareOfDetail/PhoneNum04144883915
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt06737 W WASHINGTON ST STE 4210
IRS990/BooksInCareOfDetail/USAddress/CityNm0MILWAUKEE
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IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
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IRS990/CompensationProcessOtherInd00
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IRS990/ConferencesMeetingsGrp/TotalAmt019486
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt062771
IRS990/CYOtherExpensesAmt0142224
IRS990/CYOtherRevenueAmt01295
IRS990/CYProgramServiceRevenueAmt0250714
IRS990/CYRevenuesLessExpensesAmt0172556
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt0142224
IRS990/CYTotalFundraisingExpenseAmt017913
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0314780
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IRS990/DeferredRevenueGrp/EOYAmt0112372
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0EDUCATIONAL PROGRAMS: ANNUAL MEETING - THE SAMBA ANNUAL MEETING PROVIDES A FORUM DEVOTED TO LECTURES, PANELS AND WORKSHOPS; HIGHLIGHTS OF INNOVATIVE AMBULATORY AND OFFICE-BASED PRACTICES; NETWORKING OPPORTUNITIES WITH PEERS AND EXPERTS IN THE FIELD; AND EXPOSURE TO RELEVANT PRODUCTS/SERVICES OF INTEREST TO ATTENDEES IN THE EXHIBITS AREA, WITH THE ULTIMATE GOAL OF EDUCATING AND SHARING INFORMATION THAT WILL ENABLE ANESTHESIOLOGY PRACTITIONERS TO PROVIDE THE HIGHEST LEVEL OF AMBULATORY ANESTHESIA SERVICES AND IMPROVE PATIENT OUTCOMES.EDUCATIONAL PROGRAMS: OFFICE BASED ANESTHESIA (OBA) MEETING: THE MEETING PROVIDES OPPORTUNITY FOR OPEN DISCUSSIONS WITH OBA PROFESSIONALS THAT EXPLAIN THE STEPS THEY TOOK TO GET WHERE THEY ARE TODAY AND PROVIDE RESOURCES FOR ATTENDEES TO MAKE THEIR OWN OBA PRACTICE A REALITY.EDUCATIONAL PROGRAMS: MEDICAL DIRECTORS MEETING: THE MEETING PROVIDES AN OPPORTUNITY TO EDUCATE AND SHARE INFORMATION TAILORED TO PHYSICIANS, AHPS, MEDICAL DIRECTORS, AND ADMINISTRATIVE STAFF WHO PRACTICE IN AMBULATORY SURGERY CENTERS.CLINICAL PRACTICE GUIDELINES & CONSENSUS STATEMENTS - SAMBA HAS COMMITTEES THAT DEVELOP CLINICAL PRACTICE GUIDELINES AND CONSENSUS STATEMENTS TO ADVANCE THE PRACTICE OF AMBULATORY ANESTHESIA.MONTHLY WEBINARS - EACH MONTH SAMBA OFFERS COMPLIMENTARY EDUCATIONAL WEBINAR SESSIONS FOR PARTICIPANTS TO HEAR FROM EXPERTS IN THE AMBULATORY ANESTHESIOLOGY FIELD. SAMBA MEMBERS HAVE ACCESS TO SAMBA WEBINAR RECORDINGS.
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IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd00
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IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
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IRS990/Form990PartVIISectionAGrp/PersonNm16ROSALIND RITCHIE
IRS990/Form990PartVIISectionAGrp/PersonNm17ANDREW BRONSON
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IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1PRESIDENT-ELECT
IRS990/Form990PartVIISectionAGrp/TitleTxt2VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt3ASSISTANT SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt4SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt5TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt6IMMEDIATE PAST PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt7SECRETARY THRU MAY 2021
IRS990/Form990PartVIISectionAGrp/TitleTxt8IMMEDIATE PAST PRES THRU MAY 2021
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR FROM JUNE 2021
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR FROM JUNE 2021
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR FROM JUNE 2021
IRS990/Form990PartVIISectionAGrp/TitleTxt14DIRECTOR FROM JUNE 2021
IRS990/Form990PartVIISectionAGrp/TitleTxt15DIRECTOR THRU MAY 2021
IRS990/Form990PartVIISectionAGrp/TitleTxt16DIRECTOR THROUGH MAY 2021
IRS990/Form990PartVIISectionAGrp/TitleTxt17EXECUTIVE DIRECTOR
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IRS990/MissionDesc0THE SOCIETY FOR AMBULATORY ANESTHESIA (SAMBA) IS A NOT-FOR-PROFITSOCIETY WHOSE MISSION IS TO BE THE LEADER IN PERIOPERATIVE CARE OFTHE AMBULATORY SURGICAL PATIENT. IN DOING SO, SAMBA STRIVES TO ADVANCETHE PRACTICE OF AMBULATORY ANESTHESIA IN ALL AMBULATORY VENUES.
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IRS990/PrincipalOfficerNm0ANDREW BRONSON
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IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt0172095
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION HAS TEN CLASSES OF MEMBERSHIP AS FOLLOWS: ACTIVE, RESIDENT, HONORARY, INACTIVE, EMERITUS, RETIRED, FELLOW, BENEFACTOR, INTERNATIONAL, AND AFFILIATE. ONLY ACTIVE AND FELLOW MEMBERS OF THE SOCIETY ARE ELIGIBLE TO VOTE, HOLD OFFICE, AND SERVE ON THE BOARD WITH THE FOLLOWING EXCEPTIONS: INTERNATIONAL MEMBERS DO NOT HOLD VOTING PRIVILEGES, NOR ARE THEY ELIGIBLE TO HOLD OFFICE. AFFILIATE MEMBERS DO NOT CARRY THE RIGHT TO VOTE, HOLD OFFICE, OR SERVE ON THE BOARD BUT ARE ELIGIBLE FOR APPOINTMENT AS ADJUNCT MEMBERS OF SOCIETY COMMITTEES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE SOCIETY'S BOARD OF DIRECTORS IS PROPOSED BY A FOUR MEMBER NOMINATING COMMITTEE AND APPROVED BY A MAJORITY OF VOTES OF THE ACTIVE MEMBERSHIP ATTENDING THE SOCIETY'S ANNUAL MEETING.

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