Civic Intelligence

American Surgical Association Foundation

EIN 95-3179452 • 501(c)3 • Beverly, MA

Profile

The foundation aims to provide surgical fellowships to promising young surgeon scientists to aid in the development of state of the art science of general and sub-specialty surgery.

500 Cummings Center Suite 4400Beverly, MA 01915

www.americansurgical.org/FOUNDATION.CGI

Siviq Scores

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

Liabilities / Assets

51st percentile

0.13x

Higher debt load relative to assets than 51% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2024

Liabilities / Revenue

86th percentile

1.17x

Higher debt load relative to revenue than 86% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2024

Net Margin

62nd percentile

11%

Higher net margin than 62% of similar nonprofits.

501(c)3 • $5M-$10M 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

56th percentile

7.0%

Faster asset growth than 56% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2023 to 2024

Revenue Growth

69th percentile

19%

Faster revenue growth than 69% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets51st percentile

Assets

Up

$5,603,936

Up $367,166 (+7.0%) from 2023

Liabilities

Down

$739,286

Down $71,428 (-8.8%) from 2023

Net Assets

Up

$4,864,650

Up $438,594 (+9.9%) from 2023

Operations
Liabilities / Revenue86th percentileNet Margin62nd percentile

Revenue

Up

$631,656

Up $99,705 (+19%) from 2023

Expenses

Down

$563,635

Down $136,989 (-20%) from 2023

Net Income

Up

$68,021

Up $236,694 (+140%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth56th percentile

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

$6.0M$4.0M$2.0M$0Assets 2011: $3,555,183Liabilities 2011: $658,333Net Assets 2011: $2,896,8502011Assets 2012: $3,834,916Liabilities 2012: $658,333Net Assets 2012: $3,176,5832012Assets 2013: $4,027,535Liabilities 2013: $664,286Net Assets 2013: $3,363,2492013Assets 2014: $4,079,355Liabilities 2014: $664,286Net Assets 2014: $3,415,0692014Assets 2015: $3,853,550Liabilities 2015: $517,857Net Assets 2015: $3,335,6932015Assets 2016: $4,029,855Liabilities 2016: $594,468Net Assets 2016: $3,435,3872016Assets 2017: $4,423,841Liabilities 2017: $664,286Net Assets 2017: $3,759,5552017Assets 2018: $4,051,055Liabilities 2018: $664,286Net Assets 2018: $3,386,7692018Assets 2019: $4,760,852Liabilities 2019: $664,286Net Assets 2019: $4,096,5662019Assets 2020: $5,103,473Liabilities 2020: $664,286Net Assets 2020: $4,439,1872020Assets 2021: $5,755,076Liabilities 2021: $664,866Net Assets 2021: $5,090,2102021Assets 2022: $4,697,212Liabilities 2022: $664,286Net Assets 2022: $4,032,9262022Assets 2023: $5,236,770Liabilities 2023: $810,714Net Assets 2023: $4,426,0562023Assets 2024: $5,603,936Liabilities 2024: $739,286Net Assets 2024: $4,864,6502024

Highlighted filing

2024

Assets$5,603,936
Liabilities$739,286
Net Assets$4,864,650
Open 2024 Filing

Operations Trend

Revenue Growth69th percentile

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

$1.5M$1.0M$500K$0-$500KRevenue 2011: $562,322Expenses 2011: $548,005Net Income 2011: $14,3172011Revenue 2012: $451,957Expenses 2012: $474,882Net Income 2012: -$22,9252012Revenue 2013: $673,582Expenses 2013: $574,453Net Income 2013: $99,1292013Revenue 2014: $555,188Expenses 2014: $572,046Net Income 2014: -$16,8582014Revenue 2015: $601,032Expenses 2015: $413,024Net Income 2015: $188,0082015Revenue 2016: $615,093Expenses 2016: $558,896Net Income 2016: $56,1972016Revenue 2017: $489,053Expenses 2017: $559,105Net Income 2017: -$70,0522017Revenue 2018: $549,011Expenses 2018: $551,944Net Income 2018: -$2,9332018Revenue 2019: $1,046,971Expenses 2019: $548,073Net Income 2019: $498,8982019Revenue 2020: $465,517Expenses 2020: $501,383Net Income 2020: -$35,8662020Revenue 2021: $657,542Expenses 2021: $549,938Net Income 2021: $107,6042021Revenue 2022: $517,640Expenses 2022: $554,815Net Income 2022: -$37,1752022Revenue 2023: $531,951Expenses 2023: $700,624Net Income 2023: -$168,6732023Revenue 2024: $631,656Expenses 2024: $563,635Net Income 2024: $68,0212024

Highlighted filing

2024

Revenue$631,656
Expenses$563,635
Net Income$68,021
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$5,603,936
Liabilities
$739,286
Net assets
$4,864,650
Revenue
$631,656
Expenses
$563,635
Net income
$68,021
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.60$0.74$4.86$0.63$0.56$0.07
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.24$0.81$4.43$0.53$0.70$0.17
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.70$0.66$4.03$0.52$0.55$0.04
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.76$0.66$5.09$0.66$0.55$0.11
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.10$0.66$4.44$0.47$0.50$0.04
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.76$0.66$4.10$1.05$0.55$0.50
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.05$0.66$3.39$0.55$0.55$0.00
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.42$0.66$3.76$0.49$0.56$0.07
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.03$0.59$3.44$0.62$0.56$0.06
2015Detailed filing. Detailed filing data is available for this year.$3.85$0.52$3.34$0.60$0.41$0.19
2014Detailed filing. Detailed filing data is available for this year.$4.08$0.66$3.42$0.56$0.57$0.02
2013Summary only. Only limited summary data is available for this year.$4.03$0.66$3.36$0.67$0.57$0.10
2012Summary only. Only limited summary data is available for this year.$3.83$0.66$3.18$0.45$0.47$0.02
2011Summary only. Only limited summary data is available for this year.$3.56$0.66$2.90$0.56$0.55$0.01
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 12, 2025
Return Version
2024v5.2
Gross Receipts
$813,205
Mission and Program Overview

Mission

The foundation aims to provide surgical fellowships to promising young surgeon scientists to aid in the development of state of the art science of general and sub-specialty surgery.

To fund the research of surgeons into the newest surgical procedures and techniques and in the use of specialized and newly developed equipment. Provides means of furthering the professional training, developing the technical background and promoting the education of individuals in training through research grants and awards.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$5,165,866$5,500,949▲ $335,083
Cash and Non-Interest-Bearing Accounts$56,227$91,031▲ $34,804
Pledges and Grants Receivable$12,325$5,410▼ $6,915
Prepaid Expenses and Deferred Charges-$4,194-
Total Assets$5,236,770$5,603,936▲ $367,166
Other Assets Total$2,352$2,352→ $0
Liabilities
Grants Payable$810,714$739,286▼ $71,428
Total Liabilities$810,714$739,286▼ $71,428
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$2,722,424$3,012,219▲ $289,795
Net Assets With Donor Restrictions$1,703,632$1,852,431▲ $148,799
Total Net Assets Fund Balance$4,426,056$4,864,650▲ $438,594
Total Liabilities and Net Assets / Fund Balance$5,236,770$5,603,936▲ $367,166

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2024$5,165,866-▲ $595,083-$5,500,949
2023$4,603,346-▲ $722,520-$5,165,866
2022$5,668,438-▼ $937,842-$4,603,346
2021$4,947,155-▲ $796,283-$5,668,438
2020$4,612,628-▲ $469,527-$4,947,155
Compensation and Service Providers
Top Officer PayScore unavailable

Board Members and Trustees

NameTitle
Keith D Lillemoe MdChair (4/24)
Ronald V Maier MdChair/vice Chair
E Christopher Ellison MdVice Chair/trustee
Diana L Farmer MdTrustee
Selwyn M Vickers MdTrustee
Eileen M Bulger MdTrustee at Large
Herbert Chen MdTrustee-at-large
Sandra L Wong MdTrustee-at-large
Steven C Stain MdTrustee/ex Officio
Andrew M Cameron Md(t-a-l) (4/24)
Ron J Weigel MdEx-offico
Melina R Kibbe MdSecretary
Mary T Hawn MdSecretary (4/24)
Kelly M Mcmasters Md PhdTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$391,806
Program Service Revenue
$0
Investment Income
$239,850
Other Revenue
$0
All Other Contributions
$141,806
Change in Net Assets
$68,021
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$509,321
Other Expenses$54,314
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$458,791--$458,791
Foreign Grants$50,530--$50,530
Fees for Service Investment Mgmnt Fees-$15,340-$15,340
Fees for Services Management-$12,890-$12,890
Fees for Services Accounting-$11,091-$11,091
Office Expenses-$3,158-$3,158
Other Expenses$650$10,469-$650
Fees for Services Legal-$396-$396
Insurance-$320-$320
Total Functional Expenses$509,971$53,664$0$563,635
International Activity

International Summary

Offices
0
Employees
0
Spending
$50,530

International Compliance

Foreign grant records maintained
No
Activity in boycott countries
No
Foreign corporation ownership
No
Foreign partnership interest
No
Interest in foreign trust
No
Passive foreign investment company interest
No
Transfers to foreign corporations
No

International Activities

RegionActivityServicesOfficesEmployeesSpending
North AmericaGrant to Recipient-00$50,530
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
Yes
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
No
Management duties delegated
Yes

Governance Explanations

Form 990, Part VI, Section A, Line 3

“The professional relations and research institute (prri) of beverly, massachusetts, maintains the books and records of the association and performs other related managerial and administrative functions for which it is compensated.”

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

“The 990 is reviewed by the administrative staff prior to being provided to the treasurer.”

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

“The conflict of interest policy is distributed at each board meeting.”

Form 990, Part VI, Section C, Line 19

“All documents are available and maintained at the administrative office.”

Filing and Contact Details

Filer

Filer Name
American Surgical Association
EIN
95-3179452
Phone
9789278330
Address
500 CUMMINGS CENTER SUITE 4400, BEVERLY, MA 01915

Signing Officer

Name
Kelly M Mcmasters Md
Title
Treasurer
Phone
9789278330
Signed
2025-11-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Ronald V Maier Md
Formed
1975
Legal Domicile
CA
Voting Board Members
8
Independent Board Members
8
Employees
0
Volunteers
10

Preparer

Firm
GRASSI & CO CPA'S PC
Address
6 OMNI WAY SUITE 201, CHELMSFORD, MA 01824
Preparer
Brendan E Toolin
Phone
9784522500
Supplemental Narrative

Financial Statement Notes

PART V, LINE 4:

“The foundation's endowment consists of two individual funds established to support awards granted annually.”

PART X, LINE 2:

“The foundation has been granted tax-exempt status under internal revenue code section 501 (c) (3) and is, therefore, generally exempt from federal and state income taxes. Accordingly, no provision for income taxes has been provided for in the accompanying financial statements. Asc 740-10, "income taxes" requires the foundation to evaluate and disclose tax position that could have an effect on the foundation's financial statements. The foundation reports its activities to the internal revenue service, the commonwealth of massachusetts, and to the state of california on an annual basis. These informational returns are generally subject to audit and review by the governmental agencies for a period of three years after filing. Substantially all of the foundation's income, expenditures and activities relate to its exempt purpose, therefore, management has determined that the foundation is not subject to unrelated business income taxes and will continue to qualify as a tax-exempt not-for-profit entity.”

Raw XML AppendixShowing 400 of 522 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
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IRS990/AllOtherContributionsAmt0141806
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IRS990/Form990PartVIISectionAGrp/PersonNm4DIANA L FARMER MD
IRS990/Form990PartVIISectionAGrp/PersonNm5STEVEN C STAIN MD
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IRS990/Form990PartVIISectionAGrp/TitleTxt3TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE/EX OFFICIO
IRS990/Form990PartVIISectionAGrp/TitleTxt6TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt7TRUSTEE AT LARGE
IRS990/Form990PartVIISectionAGrp/TitleTxt8TRUSTEE-AT-LARGE
IRS990/Form990PartVIISectionAGrp/TitleTxt9TRUSTEE-AT-LARGE
IRS990/Form990PartVIISectionAGrp/TitleTxt10EX-OFFICO
IRS990/Form990PartVIISectionAGrp/TitleTxt11CHAIR (4/24)
IRS990/Form990PartVIISectionAGrp/TitleTxt12(T-A-L) (4/24)
IRS990/Form990PartVIISectionAGrp/TitleTxt13SECRETARY (4/24)
IRS990/Form990ProvidedToGvrnBodyInd00
IRS990/FormationYr01975
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt096861
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt08
IRS990/GrantAmt0458791
IRS990/GrantsPayableGrp/BOYAmt0810714
IRS990/GrantsPayableGrp/EOYAmt0739286
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt0458791
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt0458791
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0278410
IRS990/GrossReceiptsAmt0813205
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt08
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt0320
IRS990/InsuranceGrp/TotalAmt0320
IRS990/InvestmentIncomeGrp/ExclusionAmt0142989
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0142989
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt05165866
IRS990/InvestmentsPubTradedSecGrp/EOYAmt05500949
IRS990/IRPDocumentCnt01
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0CA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0181549
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0THE FOUNDATION AIMS TO PROVIDE SURGICAL FELLOWSHIPS TO PROMISING YOUNG SURGEON SCIENTISTS TO AID IN THE DEVELOPMENT OF STATE OF THE ART SCIENCE OF GENERAL AND SUB-SPECIALTY SURGERY.
IRS990/MoreThan5000KToIndividualsInd01
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt04426056
IRS990/NetAssetsOrFundBalancesEOYAmt04864650
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt096861
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt096861
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0370573
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt02722424
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt03012219
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt03158
IRS990/OfficeExpensesGrp/TotalAmt03158
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt02352
IRS990/OtherAssetsTotalGrp/EOYAmt02352
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0ADMINISTRATIVE
IRS990/OtherExpensesGrp/Desc1AAMS/CAS
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt010469
IRS990/OtherExpensesGrp/ProgramServicesAmt0650
IRS990/OtherExpensesGrp/TotalAmt010469
IRS990/OtherExpensesGrp/TotalAmt1650
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt012325
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt05410
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt04194
IRS990/PrincipalOfficerNm0RONALD V MAIER MD
IRS990/ProfessionalFundraisingInd00
IRS990/ProgSrvcAccomActy2Grp/Desc0FLANCE KARL AWARD - PRESENTED TO A MEMBER-SURGEON IN THE UNITED STATES OF AMERICA OR IN CANADA WHO HAS MADE A SEMINAL CONTRIBUTION IN BASIC LABORATORY RESEARCH WHICH HAS APPLICATION TO CLINICAL SURGERY.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt050530
IRS990/ProgSrvcAccomActy2Grp/GrantAmt050530
IRS990/ProgSrvcAccomActy3Grp/Desc0COMMITTEES - MEETINGS DURING THE YEAR BY VARIOUS MEMBERS TO MANAGE THE ACTIVITIES OF THE FOUNDATION.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt0650
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0356983
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0646066
IRS990/PYInvestmentIncomeAmt0174968
IRS990/PYOtherExpensesAmt054558
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0-168673
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0700624
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0531951
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt068021
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RelatedOrganizationsAmt0250000
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd01
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgQualifiedInd01
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind01
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtExclusivelySec170c2BInd01
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd00
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0THE ORGANIZATION CONFIRMED THAT ITS SUPPORTED ORGANIZATION QUALIFIED UNDER SECTION 501 (C) (6) AND SATISIFED THE PUBLIC SUPPORT TESTS UNDER 509 (A) (2) BY OBTAINING A COPY OF ITS IRS DETERMINATION LETTER AND COMPLETING A PRO FORMA 990, SCHEDULE A ON AN ANNUAL BASIS.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1THE ORGANIZATION PROVIDES NO DIRECT SUPPORT TO ITS SUPPORTED ORGANIZATION. ALL SUPPORT IS PROVIDED TO INDIVIDUALS THAT ARE PART OF THE CHARITABLE CLASS BENEFITED BY ITS SUPPORTED ORGANIZATION. THE ORGANIZATION ENSURES THAT ALL SUPPORT IS USED EXCLUSIVELY FOR SECTION 170 (C) (2) (B) PURPOSES BY REQUIRING RECIPIENTS OF THE FELLOWSHIP AWARDS TO PROVIDE THREE REPORTS TO THE ORGANIZATION: AN INITIAL REPORT, AN INTERIM REPORT, AND A FINAL REPORT, AS WELL AS GIVE AN ORAL REPORT NEAR THE END OF THE SECOND YEAR OF THE AWARD. DEPENDING ON THE RESULTS OF THE REPORTS, THE ORGANIZATION HAS THE RIGHT TO RESCIND THE REMAINING PORTION OF THE AWARD. THE FLANCE-KARL AWARD DOES NOT REQUIRE ANY MONITORING BY THE ORGANIZATION AS IT IS PURELY A RECOGNITION AWARD FOR SCIENTIFIC AND/OR RESEARCH ACCOMPLISHMENTS.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART IV, SECTION A, LINE 3B:
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1PART IV, SECTION A, LINE 3C:
IRS990ScheduleA/MajorityDirTrstSupportedOrgInd01
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0953126287
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd010
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0AMERICAN SURGICAL ASSOCIATION
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType2Ind0X
IRS990ScheduleA/SupportSumAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/BoardDesignatedBalanceEOYPct00.66325
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt05165866
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt05500949
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt0260000
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0595083
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt04603346
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt05165866
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt0160000
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0722520
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt05668438
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt04603346
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt0127250
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-937842
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt04947155
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt05668438
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt075000
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0796283
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt04612628
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt04947155
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/GrantsOrScholarshipsAmt0135000
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0469527
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.09544
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE FOUNDATION'S ENDOWMENT CONSISTS OF TWO INDIVIDUAL FUNDS ESTABLISHED TO SUPPORT AWARDS GRANTED ANNUALLY.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1THE FOUNDATION HAS BEEN GRANTED TAX-EXEMPT STATUS UNDER INTERNAL REVENUE CODE SECTION 501 (C) (3) AND IS, THEREFORE, GENERALLY EXEMPT FROM FEDERAL AND STATE INCOME TAXES. ACCORDINGLY, NO PROVISION FOR INCOME TAXES HAS BEEN PROVIDED FOR IN THE ACCOMPANYING FINANCIAL STATEMENTS. ASC 740-10, "INCOME TAXES" REQUIRES THE FOUNDATION TO EVALUATE AND DISCLOSE TAX POSITION THAT COULD HAVE AN EFFECT ON THE FOUNDATION'S FINANCIAL STATEMENTS. THE FOUNDATION REPORTS ITS ACTIVITIES TO THE INTERNAL REVENUE SERVICE, THE COMMONWEALTH OF MASSACHUSETTS, AND TO THE STATE OF CALIFORNIA ON AN ANNUAL BASIS. THESE INFORMATIONAL RETURNS ARE GENERALLY SUBJECT TO AUDIT AND REVIEW BY THE GOVERNMENTAL AGENCIES FOR A PERIOD OF THREE YEARS AFTER FILING. SUBSTANTIALLY ALL OF THE FOUNDATION'S INCOME, EXPENDITURES AND ACTIVITIES RELATE TO ITS EXEMPT PURPOSE, THEREFORE, MANAGEMENT HAS DETERMINED THAT THE FOUNDATION IS NOT SUBJECT TO UNRELATED BUSINESS INCOME TAXES AND WILL CONTINUE TO QUALIFY AS A TAX-EXEMPT NOT-FOR-PROFIT ENTITY.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART V, LINE 4:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART X, LINE 2:
IRS990ScheduleD/TermEndowmentBalanceEOYPct00.24131
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/EmployeeCnt00
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/OfficesCnt00
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTotalExpendituresAmt050530
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTxt0NORTH AMERICA
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/TypeOfActivitiesConductedTxt0GRANT TO RECIPIENT
IRS990ScheduleF/BoycottCountriesInd00
IRS990ScheduleF/ContinuationSpentAmt00
IRS990ScheduleF/ContinuationTotalEmployeeCnt00
IRS990ScheduleF/ContinuationTotalOfficeCnt00
IRS990ScheduleF/ForeignCorpOwnershipInd00
IRS990ScheduleF/ForeignIndividualsGrantsGrp/CashGrantAmt050530
IRS990ScheduleF/ForeignIndividualsGrantsGrp/MannerOfCashDisbursementTxt0CHECK
IRS990ScheduleF/ForeignIndividualsGrantsGrp/NonCashAssistanceAmt00
IRS990ScheduleF/ForeignIndividualsGrantsGrp/RecipientCnt01
IRS990ScheduleF/ForeignIndividualsGrantsGrp/RegionTxt0NORTH AMERICA
IRS990ScheduleF/ForeignIndividualsGrantsGrp/TypeOfAssistanceTxt0FLANCE-KARL AWARD
IRS990ScheduleF/ForeignIndividualsGrantsGrp/ValuationMethodUsedDesc0CASH
IRS990ScheduleF/ForeignPartnershipInd00
IRS990ScheduleF/GrantRecordsMaintainedInd00
IRS990ScheduleF/InterestInForeignTrustInd00
IRS990ScheduleF/PassiveForeignInvestmestCoInd00
IRS990ScheduleF/SubtotalEmployeesCnt00
IRS990ScheduleF/SubtotalOfficesCnt00
IRS990ScheduleF/SubtotalSpentAmt050530
IRS990ScheduleF/SupplementalInformationDetail/ExplanationTxt0THE FLANCE-KARL AWARD DOES NOT REQUIRE ANY MONITORING BY ASAF. IT IS PURELY A RECOGNITION AWARD FOR SCIENTIFIC AND/OR RESEARCH ACCOMPLISHMENTS.
IRS990ScheduleF/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
IRS990ScheduleF/TotalEmployeeCnt00
IRS990ScheduleF/TotalOfficeCnt00
IRS990ScheduleF/TotalSpentAmt050530
IRS990ScheduleF/TransferToForeignCorpInd00
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt0458790
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0ASAF FELLOWSHIP AWARD
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt03
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0RECIPIENTS OF THE FELLOWSHIP AWARDS ARE REQUIRED TO PROVIDE INTERIM AND FINAL REPORTS TO ASAF AS WELL AS GIVE AN ORAL REPORT NEAR THE END OF THE SECOND YEAR OF THE AWARD. DEPENDING ON THE RESULTS OF THE REPORTS, THE ASAF HAS THE RIGHT TO RESCIND THE REMAINING PORTION OF THE AWARD. THE FLANCE-KARL AWARD DOES NOT REQUIRE ANY MONITORING BY ASAF. IT IS PURELY A RECOGNITION AWARD FOR SCIENTIFIC AND/OR RESEARCH ACCOMPLISHMENTS.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01

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