TY 2024 Form 990

(A) Name and title	(B) Average hours per week (list any hours for related organizations below dotted line)	(C) Position (do not check more than one box, unless person is both an officer and a director/trustee)	(E) Reportable compensation from related organizations (W-2/1099-MISC/1099-NEC)
(1) BARBARA JUNG MD AGAF...................................................................... IMM. PAST PRESIDENT AS OF 05/24	2.50 ................. 2.50	X	X	9,688	5,750	0
(2) MARIA T ABREU MD AGAF...................................................................... PRESIDENT AS OF 05/24	2.50 ................. 2.50	X	X	0	0	0
(3) LAWRENCE KIM MD AGAF...................................................................... PRESIDENT-ELECT AS OF 05/24	2.50 ................. 2.50	X	X	11,175	0	0
(4) JOHN M CARETHERS MD AGAF...................................................................... IMM. PAST PRESIDENT UNTIL 05/24	2.50 ................. 2.50	X	X	0	8,000	0
(5) BYRON L CRYER MD AGAF...................................................................... VICE PRESIDENT AS OF 05/24	2.50 ................. 2.50	X	X	4,699	0	0
(6) JOHN ALLEN MD MBA AGAF...................................................................... SECRETARY-TREASURER	2.50 ................. 2.50	X	X	27,750	0	0
(7) MICHAEL CAMILLERI MD AGAF...................................................................... CHAIR, AGA RESEARCH FOUNDATION	2.50 ................. 2.50	X		0	0	0
(8) KIM E BARRETT PHD AGAF...................................................................... COUNCILLOR	2.50 ................. 2.50	X		0	0	0
(9) ANDREW T CHAN MD MPH AGAF...................................................................... COUNCILLOR UNTIL 05/24	2.50 ................. 2.50	X		0	0	0
(10) NARESH T GUNARATNAM MD AGAF...................................................................... COUNCILLOR UNTIL 05/24	2.50 ................. 2.50	X		0	0	0
(11) LAWRENCE R KOSINSKI MD MBA AGAF...................................................................... COUNCILLOR	2.50 ................. 2.50	X		3,000	0	0
(12) SHERYL A PFEIL MD AGAF...................................................................... COUNCILLOR	2.50 ................. 2.50	X		0	0	0
(13) JONATHAN A ROSENBERG MD...................................................................... COUNCILLOR AS OF 05/24	2.50 ................. 2.50	X		0	0	0
(14) THADDEUS STAPPENBECK MD PHD AGAF...................................................................... COUNCILLOR	2.50 ................. 2.50	X		0	0	0
(15) SHAHNAZ SULTAN MD...................................................................... COUNCILLOR AS OF 05/24	2.50 ................. 2.50	X		0	0	0
(16) NICE TORIZ MD AGA...................................................................... COUNCILLOR	2.50 ................. 2.50	X		0	0	0
(17) THOMAS SERENA...................................................................... CHIEF EXECUTIVE OFFICER	37.50 .................		X	555,026	0	44,629

(A) Name and title	(B) Average hours per week (list any hours for related organizations below dotted line)	(F) Estimated amount of other compensation from the organization and related organizations
(18) NANCY CHILL........................................................................ SR. VICE PRESIDENT	37.25 .......................0.25	X		328,443	2,204	67,756
(19) CHRISTOPHER BLUHM........................................................................ SR. VICE PRESIDENT	36.40 .......................1.10	X		256,478	7,751	51,569
(20) JEFFREY SPRINGER........................................................................ VP, MARKETING	31.70 .......................5.80	X		220,401	40,326	31,666
(21) ALISON KIM........................................................................ VP, RESEARCH & PUBLICATION	37.30 .......................0.20	X		259,230	1,390	42,943
(22) KATHLEEN TEIXEIRA........................................................................ VP, ADVOCACY	35.60 .......................1.90	X		239,304	12,772	60,414
(23) ELLEN SILVER........................................................................ VP, MEETINGS & CONVENTIONS	37.50 .......................	X		250,867	0	61,044
(24) JESSICA DUNCAN........................................................................ VP, COMMUNICATIONS	35.10 .......................2.40	X		231,913	15,857	16,310
(25) LESLIE HAUVER........................................................................ VP, INFORMATION TECHNOLOGY	37.50 .......................0.00	X		223,414	0	30,271
(26) LYNN GRONE........................................................................ VP, ORGANIZATIONAL EFFECTI	37.50 .......................	X		218,297	0	57,918
(27) CELENA NUQUAY........................................................................ VP, CONSTITUENCY & GOVERNA	30.30 .......................7.20	X		155,944	37,056	49,687
(28) MAURA DAVIS........................................................................ VP, EDUCATION	37.50 .......................	X		172,967	0	50,509
(29) CHANTAL FREMONT........................................................................ VP, PRACTICE & QUAL UNTIL 03/24	37.50 .......................	X		209,086	0	12,034
(30) SONYA SERRA........................................................................ SR. DIR CLINICAL RESEARCH	37.50 .......................		X	154,586	0	53,043
(31) HARMONY EXCELLENT........................................................................ SR. DIR CORPORATE RELATIONS	37.50 .......................		X	145,479	0	34,938
(32) RICARDO BLUM........................................................................ SR. DIR MARKETING	35.70 .......................1.80		X	134,267	6,770	9,767
(33) LESLIE NARRAMORE........................................................................ SR. DIR ADVOCACY	0.60 .......................36.90		X	2,443	150,218	10,403
(34) TIMOTHY SUMMERS........................................................................ SR. DIR FINANCE	34.80 .......................2.70		X	126,960	9,851	52,373

(A) Name and business address	(B) Description of services	(C) Compensation
KNIGHTEN HEALTH LLC 4800 HAMPDEN LANE SUITE 200 BETHESDA,MD20814	MEDICAL EDUCATION CONTENT DEVELOPMENT	1,414,222
CLINICAL CARE OPTIONS LLC 12001 SUNRISE VALLEY DRIVE SUITE 3 RESTON,VA20191	MEDICAL EDUCATION CONTENT DEVELOPMENT	254,050
GPAS LLC 2818 CONNECTICUT AVE NW PH4 WASHINGTON,DC20008	OUTSOURCED LEGAL GENERAL COUNSEL	126,841
NEXT PRODUCT BUILD 6017 25TH ST N ARLINGTON,VA22207	PRODUCT DESIGN AND ROLLOUT CONSULTANT	100,750

2 Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization 4

- TIN:

SCHEDULE A
(Form 990)

Department of the Treasury
Internal Revenue Service

Public Charity Status and Public Support

Complete if the organization is a section 501(c)(3) organization or a section 4947(a)(1) nonexempt charitable trust.
right arrow

Attach to Form 990 or Form 990-EZ.
right arrow

Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

2024

Open to Public
Inspection

Name of the organization

AMERICAN GASTROENTEROLOGICAL ASSOCIATION
INSTITUTE

Employer identification number

36-6066325

Part I

Reason for Public Charity Status (All organizations must complete this part.) See instructions.

The organization is not a private foundation because it is: (For lines 1 through 12, check only one box.)

A church, convention of churches, or association of churches described in section 170(b)(1)(A)(i).

A school described in section 170(b)(1)(A)(ii). (Attach Schedule E (Form 990).)

A hospital or a cooperative hospital service organization described in section 170(b)(1)(A)(iii).

A medical research organization operated in conjunction with a hospital described in section 170(b)(1)(A)(iii). Enter the hospital's name, city, and state:

An organization operated for the benefit of a college or university owned or operated by a governmental unit described in section 170(b)(1)(A)(iv). (Complete Part II.)

A federal, state, or local government or governmental unit described in section 170(b)(1)(A)(v).

An organization that normally receives a substantial part of its support from a governmental unit or from the general public described in section 170(b)(1)(A)(vi). (Complete Part II.)

A community trust described in section 170(b)(1)(A)(vi). (Complete Part II.)

An agricultural research organization described in 170(b)(1)(A)(ix) operated in conjunction with a land-grant college or university or a non-land grant college of agriculture. See instructions. Enter the name, city, and state of the college or university:

An organization that normally receives: (1) more than 33 1/3% of its support from contributions, membership fees, and gross receipts from activities related to its exempt functions—subject to certain exceptions, and (2) no more than 33 1/3% of its support from gross investment income and unrelated business taxable income (less section 511 tax) from businesses acquired by the organization after June 30, 1975. See section 509(a)(2). (Complete Part III.)

An organization organized and operated exclusively to test for public safety. See section 509(a)(4).

An organization organized and operated exclusively for the benefit of, to perform the functions of, or to carry out the purposes of one or more publicly supported organizations described in section 509(a)(1) or section 509(a)(2). See section 509(a)(3). Check the box on lines 12a through 12d that describes the type of supporting organization and complete lines 12e, 12f, and 12g.

Type I. A supporting organization operated, supervised, or controlled by its supported organization(s), typically by giving the supported organization(s) the power to regularly appoint or elect a majority of the directors or trustees of the supporting organization. You must complete Part IV, Sections A and B.

Type II. A supporting organization supervised or controlled in connection with its supported organization(s), by having control or management of the supporting organization vested in the same persons that control or manage the supported organization(s). You must complete Part IV, Sections A and C.

Type III functionally integrated. A supporting organization operated in connection with, and functionally integrated with, its supported organization(s) (see instructions). You must complete Part IV, Sections A, D, and E.

Type III non-functionally integrated. A supporting organization operated in connection with its supported organization(s) that is not functionally integrated. The organization generally must satisfy a distribution requirement and an attentiveness requirement (see instructions). You must complete Part IV, Sections A and D, and Part V.

Check this box if the organization received a written determination from the IRS that it is a Type I, Type II, Type III functionally integrated, or Type III non-functionally integrated supporting organization.

Enter the number of supported organizations ...............................

Provide the following information about the supported organization(s).

(i) Name of supported organization	(ii) EIN	(iv) Is the organization listed in your governing document?		(v) Amount of monetary support (see instructions)	(vi) Amount of other support (see instructions)
(i) Name of supported organization	(ii) EIN	Yes	No	(v) Amount of monetary support (see instructions)	(vi) Amount of other support (see instructions)


Total

For Paperwork Reduction Act Notice, see the Instructions for
Form 990 or 990-EZ.

Cat. No. 11285F

Schedule A (Form 990) 2024

Page 2

Part II

Support Schedule for Organizations Described in Sections 170(b)(1)(A)(iv) and 170(b)(1)(A)(vi)
(Complete only if you checked the box on line 5, 7, or 8 of Part I or if the organization failed to qualify under Part III. If the organization failed to qualify under the tests listed below, please complete Part III.)

Section A. Public Support

Calendar year (or fiscal year beginning in)		(a) 2020	(b) 2021	(c) 2022	(d) 2023	(e) 2024	(f) Total
1	Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grant.") ..
2	Tax revenues levied for the organization's benefit and either paid to or expended on its behalf ....
3	The value of services or facilities furnished by a governmental unit to the organization without charge..
4	Total. Add lines 1 through 3
5	The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included on line 1 that exceeds 2% of the amount shown on line 11, column (f) ..
6	Public support. Subtract line 5 from line 4.

Section B. Total Support

Calendar year (or fiscal year beginning in)		(a) 2020	(b) 2021	(c) 2022	(d) 2023	(e) 2024	(f) Total
7	Amounts from line 4..
8	Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources...
9	Net income from unrelated business activities, whether or not the business is regularly carried on..
10	Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.)..
11	Total support. Add lines 7 through 10

Gross receipts from related activities, etc. (see instructions) ..................

First 5 years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a section 501(c)(3) organization, check this box and stop here ........................................ right arrow

Section C. Computation of Public Support Percentage

Public support percentage for 2024 (line 6, column (f) divided by line 11, column (f)) .........

Public support percentage for 2023 Schedule A, Part II, line 14 ...............

16a

33 1/3% support test—2024. If the organization did not check the box on line 13, and line 14 is 33 1/3% or more, check this box
and stop here. The organization qualifies as a publicly supported organization ....................... right arrow

33 1/3% support test—2023. If the organization did not check a box on line 13 or 16a, and line 15 is 33 1/3% or more, check this
box and stop here. The organization qualifies as a publicly supported organization ..................... right arrow

17a

10%-facts-and-circumstances test—2024. If the organization did not check a box on line 13, 16a, or 16b, and line 14 is 10% or more, and if the organization meets the "facts-and-circumstances" test, check this box and stop here. Explain in Part VI how the organization meets the "facts-and-circumstances" test. The organization qualifies as a publicly supported organization ............ right arrow

10%-facts-and-circumstances test—2023. If the organization did not check a box on line 13, 16a, 16b, or 17a, and line 15 is 10% or more, and if the organization meets the "facts-and-circumstances" test, check this box and stop here. Explain in Part VI how the organization meets the "facts-and-circumstances" test. The organization qualifies as a publicly supported organization ............ right arrow

Private foundation. If the organization did not check a box on line 13, 16a, 16b, 17a, or 17b, check this box and see
instructions ..................................................... right arrow

Schedule A (Form 990) 2024

Page 3

Part III

Support Schedule for Organizations Described in Section 509(a)(2)
(Complete only if you checked the box on line 10 of Part I or if the organization failed to qualify under Part II. If the organization fails to qualify under the tests listed below, please complete Part II.)

Section A. Public Support

Calendar year (or fiscal year beginning in)		(a) 2020	(b) 2021	(c) 2022	(d) 2023	(e) 2024	(f) Total
1	Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .	3,323,781	4,081,463	2,746,974	3,585,138	1,385,522	15,122,878
2	Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose	22,521,660	24,135,610	19,984,958	18,243,234	17,956,211	102,841,673
3	Gross receipts from activities that are not an unrelated trade or business under section 513 .....
4	Tax revenues levied for the organization's benefit and either paid to or expended on its behalf...
5	The value of services or facilities furnished by a governmental unit to the organization without charge
6	Total. Add lines 1 through 5	25,845,441	28,217,073	22,731,932	21,828,372	19,341,733	117,964,551
7a	Amounts included on lines 1, 2, and 3 received from disqualified persons	57,577	73,094	20,530	97,500	104,919	353,620
b	Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year.	5,559,873	2,209	42,888	1,684,379	740,393	8,029,742
c	Add lines 7a and 7b..	5,617,450	75,303	63,418	1,781,879	845,312	8,383,362
8	Public support. (Subtract line 7c from line 6.)						109,581,189

Section B. Total Support

Calendar year (or fiscal year beginning in)		(a) 2020	(b) 2021	(c) 2022	(d) 2023	(e) 2024	(f) Total
9	Amounts from line 6...	25,845,441	28,217,073	22,731,932	21,828,372	19,341,733	117,964,551
10a	Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources..	1,581,067	1,366,187	9,141,553	9,610,615	9,693,868	31,393,290
b	Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975.	117,142	158,699	268,082	276,147	356,255	1,176,325
c	Add lines 10a and 10b.	1,698,209	1,524,886	9,409,635	9,886,762	10,050,123	32,569,615
11	Net income from unrelated business activities not included on line 10b, whether or not the business is regularly carried on.
12	Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.) ..	179,200	37,134	146,872	346,324	170,092	879,622
13	Total support. (Add lines 9, 10c, 11, and 12.)..	27,722,850	29,779,093	32,288,439	32,061,458	29,561,948	151,413,788

First 5 years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a section 501(c)(3) organization, check this box and stop here................................................. right arrow

Section C. Computation of Public Support Percentage

Public support percentage for 2024 (line 8, column (f) divided by line 13, column (f)) .........

72.370 %

Public support percentage from 2023 Schedule A, Part III, line 15 ...............

75.240 %

Section D. Computation of Investment Income Percentage

Investment income percentage for 2024 (line 10c, column (f) divided by line 13, column (f)) ......

21.510 %

Investment income percentage from 2023 Schedule A, Part III, line 17 .............

16.010 %

19a

33 1/3% support tests-2024. If the organization did not check the box on line 14, and line 15 is more than 33 1/3%, and line 17 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization ....... right arrow

33 1/3 % support tests—2023. If the organization did not check a box on line 14 or line 19a, and line 16 is more than 33 1/3% and line 18 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization ..... right arrow

Private foundation. If the organization did not check a box on line 14, 19a, or 19b, check this box and see instructions .... right arrow

Schedule A (Form 990) 2024

Page 4

Part IV

Supporting Organizations

(Complete only if you checked a box on line 12 of Part I. If you checked box 12a, of Part I, complete Sections A and B. If you checked box 12b, of Part I, complete Sections A and C. If you checked box 12c, of Part I, complete Sections A, D, and E. If you checked box12d, of Part I, complete Sections A and D, and complete Part V.)

Section A. All Supporting Organizations

Yes

Are all of the organization’s supported organizations listed by name in the organization’s governing documents?
If "No," describe in Part VI how the supported organizations are designated. If designated by class or purpose,
describe the designation. If historic and continuing relationship, explain.

Did the organization have any supported organization that does not have an IRS determination of status under section 509(a)(1) or (2)? If "Yes," explain in Part VI how the organization determined that the supported organization was described in section 509(a)(1) or (2).

Did the organization have a supported organization described in section 501(c)(4), (5), or (6)? If "Yes," answer lines 3b and 3c below.

Did the organization confirm that each supported organization qualified under section 501(c)(4), (5), or (6) and satisfied the public support tests under section 509(a)(2)? If "Yes," describe in Part VI when and how the organization made the determination.

Did the organization ensure that all support to such organizations was used exclusively for section 170(c)(2)(B) purposes? If "Yes," explain in Part VI what controls the organization put in place to ensure such use.

Was any supported organization not organized in the United States ("foreign supported organization")? If “Yes” and if you checked box 12a or 12b in Part I, answer lines 4b and 4c below.

Did the organization have ultimate control and discretion in deciding whether to make grants to the foreign supported organization? If “Yes,” describe in Part VI how the organization had such control and discretion despite being controlled or supervised by or in connection with its supported organizations.

Did the organization support any foreign supported organization that does not have an IRS determination under sections 501(c)(3) and 509(a)(1) or (2)? If “Yes,” explain in Part VI what controls the organization used to ensure that all support to the foreign supported organization was used exclusively for section 170(c)(2)(B) purposes.

Did the organization add, substitute, or remove any supported organizations during the tax year? If “Yes,” answer lines 5b and 5c below (if applicable). Also, provide detail in Part VI, including (i) the names and EIN numbers of the supported organizations added, substituted, or removed; (ii) the reasons for each such action; (iii) the authority under the organization's organizing document authorizing such action; and (iv) how the action was accomplished (such as by amendment to the organizing document).

Type I or Type II only. Was any added or substituted supported organization part of a class already designated in the organization's organizing document?

Substitutions only. Was the substitution the result of an event beyond the organization's control?

Did the organization provide support (whether in the form of grants or the provision of services or facilities) to anyone other than (i) its supported organizations, (ii) individuals that are part of the charitable class benefited by one or more of its supported organizations, or (iii) other supporting organizations that also support or benefit one or more of the filing organization’s supported organizations? If “Yes,” provide detail in Part VI.

Did the organization provide a grant, loan, compensation, or other similar payment to a substantial contributor (defined in section 4958(c)(3)(C)), a family member of a substantial contributor, or a 35% controlled entity with regard to a substantial contributor? If “Yes,” complete Part I of Schedule L (Form 990) .

Did the organization make a loan to a disqualified person (as defined in section 4958) not described on line 7? If “Yes,” complete Part I of Schedule L (Form 990).

Was the organization controlled directly or indirectly at any time during the tax year by one or more disqualified persons, as defined in section 4946 (other than foundation managers and organizations described in section 509(a)(1) or (2))? If “Yes,” provide detail in Part VI.

Did one or more disqualified persons (as defined on line 9a) hold a controlling interest in any entity in which the supporting organization had an interest? If “Yes,” provide detail in Part VI.

Did a disqualified person (as defined on line 9a) have an ownership interest in, or derive any personal benefit from, assets in which the supporting organization also had an interest? If “Yes,” provide detail in Part VI.

10a

Was the organization subject to the excess business holdings rules of section 4943 because of section 4943(f) (regarding certain Type II supporting organizations, and all Type III non-functionally integrated supporting organizations)? If “Yes,” answer line 10b below.

10a

Did the organization have any excess business holdings in the tax year? (Use Schedule C, Form 4720, to determine whether the organization had excess business holdings).

10b

Schedule A (Form 990) 2024

Page 5

Part IV

Supporting Organizations (continued)

Yes

Has the organization accepted a gift or contribution from any of the following persons?

A person who directly or indirectly controls, either alone or together with persons described on lines 11b and 11c below, the governing body of a supported organization?

11a

A family member of a person described on 11a above?

11b

A 35% controlled entity of a person described on line 11a or 11b above? If “Yes” to 11a, 11b, or 11c, provide detail in Part VI.

11c

Section B. Type I Supporting Organizations

Yes

Did the officers, directors, trustees, or membership of one or more supported organizations have the power to regularly appoint or elect at least a majority of the organization’s directors or trustees at all times during the tax year? If “No,” describe in Part VI how the supported organization(s) effectively operated, supervised, or controlled the organization’s activities. If the organization had more than one supported organization, describe how the powers to appoint and/or remove directors or trustees were allocated among the supported organizations and what conditions or restrictions, if any, applied to such powers during the tax year.

Did the organization operate for the benefit of any supported organization other than the supported organization(s) that operated, supervised, or controlled the supporting organization? If “Yes,” explain in Part VI how providing such benefit carried out the purposes of the supported organization(s) that operated, supervised or controlled the supporting organization.

Section C. Type II Supporting Organizations

Yes

Were a majority of the organization’s directors or trustees during the tax year also a majority of the directors or trustees of each of the organization’s supported organization(s)? If “No,” describe in Part VI how control or management of the supporting organization was vested in the same persons that controlled or managed the supported organization(s).

Section D. All Type III Supporting Organizations

Yes

Did the organization provide to each of its supported organizations, by the last day of the fifth month of the organization’s tax year, (i) a written notice describing the type and amount of support provided during the prior tax year, (ii) a copy of the Form 990 that was most recently filed as of the date of notification, and (iii) copies of the organization’s governing documents in effect on the date of notification, to the extent not previously provided?

Were any of the organization’s officers, directors, or trustees either (i) appointed or elected by the supported organization(s) or (ii) serving on the governing body of a supported organization? If "No," explain in Part VI how the organization maintained a close and continuous working relationship with the supported organization(s).

By reason of the relationship described in line 2 above, did the organization’s supported organizations have a significant voice in the organization’s investment policies and in directing the use of the organization’s income or assets at all times during the tax year? If "Yes," describe in Part VI the role the organization’s supported organizations played in this regard.

Section E. Type III Functionally-Integrated Supporting Organizations

Check the box next to the method that the organization used to satisfy the Integral Part Test during the year (see instructions):

The organization satisfied the Activities Test. Complete line 2 below.

The organization is the parent of each of its supported organizations. Complete line 3 below.

The organization supported a governmental entity. Describe in Part VI how you supported a government entity (see instructions)

Activities Test. Answer lines 2a and 2b below.

Yes

Did substantially all of the organization’s activities during the tax year directly further the exempt purposes of the supported organization(s) to which the organization was responsive? If "Yes," then in Part VI identify those supported organizations and explain how these activities directly furthered their exempt purposes, how the organization was responsive to those supported organizations, and how the organization determined that these activities constituted substantially all of its activities.

Did the activities described on line 2a, above constitute activities that, but for the organization’s involvement, one or more of the organization’s supported organization(s) would have been engaged in? If "Yes," explain in Part VI the reasons for the organization’s position that its supported organization(s) would have engaged in these activities but for the organization’s involvement.

Parent of Supported Organizations. Answer lines 3a and 3b below.

Did the organization have the power to regularly appoint or elect a majority of the officers, directors, or trustees of each of the supported organizations?If "Yes" or "No", provide details in Part VI.

Did the organization exercise a substantial degree of direction over the policies, programs and activities of each of its supported organizations? If "Yes," describe in Part VI. the role played by the organization in this regard.

Schedule A (Form 990) 2024

Page 6

Part V

Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations

Check here if the organization satisfied the Integral Part Test as a qualifying trust on Nov. 20, 1970 (explain in Part VI). See instructions. All other Type III non-functionally integrated supporting organizations must complete Sections A through E.

	Section A - Adjusted Net Income		(A) Prior Year	(B) Current Year (optional)
1	Net short-term capital gain	1
2	Recoveries of prior-year distributions	2
3	Other gross income (see instructions)	3
4	Add lines 1 through 3	4
5	Depreciation and depletion	5
6	Portion of operating expenses paid or incurred for production or collection of gross income or for management, conservation, or maintenance of property held for production of income (see instructions)	6
7	Other expenses (see instructions)	7
8	Adjusted Net Income (subtract lines 5, 6 and 7 from line 4)	8

	Section B - Minimum Asset Amount		(A) Prior Year	(B) Current Year (optional)
1	Aggregate fair market value of all non-exempt-use assets (see instructions for short tax year or assets held for part of year):	1
a	Average monthly value of securities	1a
b	Average monthly cash balances	1b
c	Fair market value of other non-exempt-use assets	1c
d	Total (add lines 1a, 1b, and 1c)	1d
e	Discount claimed for blockage or other factors (explain in detail in Part VI):
2	Acquisition indebtedness applicable to non-exempt use assets	2
3	Subtract line 2 from line 1d	3
4	Cash deemed held for exempt use. Enter 0.015 of line 3 (for greater amount, see instructions).	4
5	Net value of non-exempt-use assets (subtract line 4 from line 3)	5
6	Multiply line 5 by 0.035	6
7	Recoveries of prior-year distributions	7
8	Minimum Asset Amount (add line 7 to line 6)	8

	Section C - Distributable Amount		Current Year
1	Adjusted net income for prior year (from Section A, line 8, Column A)	1
2	Enter 85% of line 1	2
3	Minimum asset amount for prior year (from Section B, line 8, Column A)	3
4	Enter greater of line 2 or line 3	4
5	Income tax imposed in prior year	5
6	Distributable Amount. Subtract line 5 from line 4, unless subject to emergency temporary reduction (see instructions)	6

Check here if the current year is the organization's first as a non-functionally-integrated Type III supporting organization (see instructions)

Schedule A (Form 990) 2024

Page 7

Part V

Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations(continued)

Section D - Distributions		Current Year
1 Amounts paid to supported organizations to accomplish exempt purposes	1
2 Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in excess of income from activity	2
3 Administrative expenses paid to accomplish exempt purposes of supported organizations	3
4 Amounts paid to acquire exempt-use assets	4
5 Qualified set-aside amounts (prior IRS approval required - provide details in Part VI)	5
6 Other distributions (describe in Part VI). See instructions	6
7Total annual distributions. Add lines 1 through 6.	7
8 Distributions to attentive supported organizations to which the organization is responsive (provide details in Part VI). See instructions	8
9 Distributable amount for 2024 from Section C, line 6	9
10 Line 8 amount divided by Line 9 amount	10

Section E - Distribution Allocations (see instructions)		(i) Excess Distributions	(ii) Underdistributions Pre-2024	(iii) Distributable Amount for 2024
1 Distributable amount for 2024 from Section C, line 6
2 Underdistributions, if any, for years prior to 2024 (reasonable cause required-- explain in Part VI). See instructions.
3 Excess distributions carryover, if any, to 2024:
a From 2019.......
b From 2020.......
c From 2021.......
d From 2022.......
e From 2023.......
fTotal of lines 3a through e
g Applied to underdistributions of prior years
h Applied to 2024 distributable amount
i Carryover from 2019 not applied (see instructions)
j Remainder. Subtract lines 3g, 3h, and 3i from line 3f.
4Distributions for 2024 from Section D, line 7:
$
a Applied to underdistributions of prior years
b Applied to 2024 distributable amount
c Remainder. Subtract lines 4a and 4b from line 4.
5 Remaining underdistributions for years prior to 2024, if any. Subtract lines 3g and 4a from line 2. If the amount is greater than zero, explain in Part VI. See instructions.
6 Remaining underdistributions for 2024. Subtract lines 3h and 4b from line 1. If the amount is greater than zero, explain in Part VI. See instructions.
7 Excess distributions carryover to 2025. Add lines 3j and 4c.
8 Breakdown of line 7:
a Excess from 2020.....
b Excess from 2021.....
c Excess from 2022.....
d Excess from 2023.....
e Excess from 2024.....

Schedule A (Form 990) (2024)

Schedule A (Form 990) 2024

Page 8

Part VI

Supplemental Information. Provide the explanations required by Part II, line 10; Part II, line 17a or 17b; Part III, line 12; Part IV, Section A, lines 1, 2, 3b, 3c, 4b, 4c, 5a, 6, 9a, 9b, 9c, 11a, 11b, and 11c; Part IV, Section B, lines 1 and 2; Part IV, Section C, line 1; Part IV, Section D, lines 2 and 3; Part IV, Section E, lines 1c, 2a, 2b, 3a and 3b; Part V, line 1; Part V, Section B, line 1e; Part V Section D, lines 5, 6, and 8; and Part V, Section E, lines 2, 5, and 6. Also complete this part for any additional information. (See instructions).

Facts And Circumstances Test

Return Reference	Explanation
SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME:	OTHER INCOME - 2020 AMOUNT: $ 179,200. 2021 AMOUNT: $ 37,134. 2022 AMOUNT: $ 146,872. 2023 AMOUNT: $ 346,324. 2024 AMOUNT: $ 170,092.

Schedule A (Form 990) 2024

Additional Data

Software ID:
Software Version:

- TIN:

Schedule B
(Form 990)
(Rev. January 2025)

Department of the Treasury
Internal Revenue Service

Schedule of Contributors

Attach to Form 990, 990-EZ, or 990-PF.

Go to www.irs.gov/Form990 for the latest information.

OMB No. 1545-0047

Name of the organization

AMERICAN GASTROENTEROLOGICAL ASSOCIATION
INSTITUTE

Employer identification number

36-6066325

Organization type (check one):

Filers of:

Section:

Form 990 or 990-EZ

501(c)( ) (enter number) organization

4947(a)(1) nonexempt charitable trust not treated as a private foundation

527 political organization

Form 990-PF

501(c)(3) exempt private foundation

4947(a)(1) nonexempt charitable trust treated as a private foundation

501(c)(3) taxable private foundation

Check if your organization is covered by the General Rule or a Special Rule.
Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.

General Rule

For an organization filing Form 990, 990-EZ, or 990-PF that received, during the year, contributions totaling $5,000 or more (in money or other property) from any one contributor. Complete Parts I and II. See instructions for determining a contributor's total contributions.

Special Rules

For an organization described in section 501(c)(3) filing Form 990 or 990-EZ that met the 33¹/3% support test of the regulations
under sections 509(a)(1) and 170(b)(1)(A)(vi), that checked Schedule A (Form 990 or 990-EZ), Part II, line 13, 16a, or 16b, and that received from any one contributor, during the year, total contributions of the greater of (1) $5,000 or (2) 2% of the amount on (i) Form 990, Part VIII, line 1h, or (ii) Form 990-EZ, line 1. Complete Parts I and II.

For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, total contributions of more than $1,000 exclusively for religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals. Complete Parts I, II, and III.

For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, contributions exclusively for religious, charitable, etc., purposes, but no such contributions totaled more than $1,000. If this box is checked, enter here the total contributions that were received during the year for an exclusively religious, charitable, etc., purpose. Don't complete any of the parts unless the General Rule applies to this organization because it received nonexclusively religious, charitable, etc., contributions totaling $5,000 or more during the year ......... Right Arrow

Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).

For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.

Cat. No. 30613XSchedule B (Form 990) (Rev. 1-2025)

Schedule B (Form 990) (Rev. 1-2025) Page 2

Name of organization AMERICAN GASTROENTEROLOGICAL ASSOCIATION INSTITUTE

Part I	Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
RESTRICTED	,	$ RESTRICTED	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
Schedule B (Form 990) (Rev. 1-2025)

Schedule B (Form 990) (Rev. 1-2025)

Page 3

Name of organization AMERICAN GASTROENTEROLOGICAL ASSOCIATION INSTITUTE		Employer identification number 36-6066325

Part II	Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
Schedule B (Form 990) (Rev. 1-2025)

Schedule B (Form 990) (Rev. 1-2025)

Page 4


Name of organization AMERICAN GASTROENTEROLOGICAL ASSOCIATION INSTITUTE			Employer identification number 36-6066325
Part III Exclusively religious, charitable, etc., contributions to organizations described in section 501(c) (7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) $ Use duplicate copies of Part III if additional space is needed.

(a)
No. from Part I

(b) Purpose of gift

(d) Description of how gift is held

(e) Transfer of gift
Transferee's name, address, and ZIP 4	Relationship of transferor to transferee

(a)
No. from Part I

(b) Purpose of gift

(d) Description of how gift is held

(e) Transfer of gift
Transferee's name, address, and ZIP 4	Relationship of transferor to transferee

(a)
No. from Part I

(b) Purpose of gift

(d) Description of how gift is held

(e) Transfer of gift
Transferee's name, address, and ZIP 4	Relationship of transferor to transferee

(a)
No. from Part I

(b) Purpose of gift

(d) Description of how gift is held

(e) Transfer of gift
Transferee's name, address, and ZIP 4	Relationship of transferor to transferee

Schedule B (Form 990) (Rev. 1-2025)

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE D
(Form 990)

Department of the Treasury
Internal Revenue Service

Supplemental Financial Statements

Complete if the organization answered "Yes," on Form 990,
Part IV, line 6, 7, 8, 9, 10, 11a, 11b, 11c, 11d, 11e, 11f, 12a, or 12b.
right arrow

Attach to Form 990.
right arrow

Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

Open to Public Inspection

Name of the organization

AMERICAN GASTROENTEROLOGICAL ASSOCIATION
INSTITUTE

Employer identification number

36-6066325

Part I

Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts. Complete if the organization answered "Yes" on Form 990, Part IV, line 6.

		(a) Donor advised funds	(b) Funds and other accounts
1	Total number at end of year .........
2	Aggregate value of contributions to (during year)
3	Aggregate value of grants from (during year)
4	Aggregate value at end of year ........

Did the organization inform all donors and donor advisors in writing that the assets held in donor advised funds are the organization’s property, subject to the organization’s exclusive legal control? ............

Yes No

Did the organization inform all grantees, donors, and donor advisors in writing that grant funds can be used only for charitable purposes and not for the benefit of the donor or donor advisor, or for any other purpose conferring impermissible private benefit? ...................................

Yes No

Part II

Conservation Easements.
Complete if the organization answered "Yes" on Form 990, Part IV, line 7.

Purpose(s) of conservation easements held by the organization (check all that apply).

Preservation of land for public use (e.g., recreation or education) Preservation of an historically important land area

Protection of natural habitat Preservation of a certified historic structure

Preservation of open space

Complete lines 2a through 2d if the organization held a qualified conservation contribution in the form of a conservation easement on the last day of the tax year.


a	Total number of conservation easements ......................	2a
b	Total acreage restricted by conservation easements ....................	2b
c	Number of conservation easements on a certified historic structure included in (a) .....	2c
d	Number of conservation easements included in (c) acquired after July 25, 2006, and not on a historic structure listed in the National Register ...	2d

Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during the
tax year right arrow

Number of states where property subject to conservation easement is located right arrow

Does the organization have a written policy regarding the periodic monitoring, inspection, handling of violations, and enforcement of the conservation easements it holds? ............

Yes No

Staff and volunteer hours devoted to monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
right arrow

Amount of expenses incurred in monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
right arrow

Does each conservation easement reported on line 2(d) above satisfy the requirements of section 170(h)(4)(B)(i) and section 170(h)(4)(B)(ii)? .............................

Yes No

In Part XIII, describe how the organization reports conservation easements in its revenue and expense statement, and
balance sheet, and include, if applicable, the text of the footnote to the organization’s financial statements that describes
the organization’s accounting for conservation easements.

Part III

Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets.
Complete if the organization answered "Yes" on Form 990, Part IV, line 8.

If the organization elected, as permitted under FASB ASC 958, not to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide, in Part XIII, the text of the footnote to its financial statements that describes these items.

If the organization elected, as permitted under FASB ASC 958, to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide the following amounts relating to these items:

(i)

Revenue included on Form 990, Part VIII, line 1 ......................... right arrow

(ii)

Assets included in Form 990, Part X ............................... right arrow

If the organization received or held works of art, historical treasures, or other similar assets for financial gain, provide the
following amounts required to be reported under FASB ASC 958 relating to these items:

Revenue included on Form 990, Part VIII, line 1 .......................... right arrow

Assets included in Form 990, Part X ............................... right arrow

For Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 52283D

Schedule D (Form 990) (Rev. 1-2025)

Page 2

Part III

Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued)

Using the organization’s acquisition, accession, and other records, check any of the following that are a significant use of its collection items (check all that apply):

Public exhibition

Loan or exchange programs

Scholarly research

Other

Preservation for future generations

Provide a description of the organization’s collections and explain how they further the organization’s exempt purpose in
Part XIII.

During the year, did the organization solicit or receive donations of art, historical treasures or other similar
assets to be sold to raise funds rather than to be maintained as part of the organization’s collection?...

Yes No

Part IV

Escrow and Custodial Arrangements. Complete if the organization answered "Yes" on Form 990, Part IV, line 9, or reported an amount on Form 990, Part X, line 21.

Is the organization an agent, trustee, custodian or other intermediary for contributions or other assets not
included on Form 990, Part X? ....................................

Yes No


b	If "Yes," explain the arrangement in Part XIII and complete the following table:		Amount
c	Beginning balance .............................	1c
d	Additions during the year ............................	1d
e	Distributions during the year ..........................	1e
f	Ending balance ................................	1f

Did the organization include an amount on Form 990, Part X, line 21, for escrow or custodial account liability? ...

Yes No

If "Yes," explain the arrangement in Part XIII. Check here if the explanation has been provided in Part XIII ....

Part V

Endowment Funds.
Complete if the organization answered "Yes" on Form 990, Part IV, line 10.

		(a) Current year	(b) Prior year	(c) Two years back	(d) Three years back	(e) Four years back

1a	Beginning of year balance ....	36,200,104	31,043,119	32,235,607	33,895,391	23,287,761
b	Contributions ...	933,531	3,362,835	1,240,175	961,129	3,025,335
c	Net investment earnings, gains, and losses	1,391,444	3,667,684	-1,277,339	-645,836	9,215,295
d	Grants or scholarships ...
e	Other expenditures for facilities and programs ...	2,124,136	1,873,534	1,155,324	1,975,077	1,633,000
f	Administrative expenses ....
g	End of year balance ......	36,400,943	36,200,104	31,043,119	32,235,607	33,895,391

Provide the estimated percentage of the current year end balance (line 1g, column (a)) held as:

Board designated or quasi-endowment right arrow

Permanent endowment right arrow

95.443 %

Term endowment right arrow

4.557 %

The percentages on lines 2a, 2b, and 2c should equal 100%.

Are there endowment funds not in the possession of the organization that are held and administered for the
organization by:

Yes

(i) Unrelated organizations .................

3a(i)

(ii) Related organizations .................

3a(ii)

If "Yes" on 3a(ii), are the related organizations listed as required on Schedule R? .........

Describe in Part XIII the intended uses of the organization's endowment funds.

Part VI

Land, Buildings, and Equipment.
Complete if the organization answered "Yes" on Form 990, Part IV, line 11a. See Form 990, Part X, line 10.

Description of property		(a) Cost or other basis (investment)	(b) Cost or other basis (other)	(c) Accumulated depreciation	(d) Book value

1a	Land .....	2,150,000		2,150,000
b	Buildings ....	8,630,161	6,866,535	1,763,626
c	Leasehold improvements
d	Equipment ....	174,988	111,147	63,841
e	Other .....	877,759	727,026	150,733
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).)..				4,128,200

Schedule D (Form 990) (Rev. 1-2025)

Page 3

Part VII

Investments - Other Securities.
Complete if the organization answered "Yes" on Form 990, Part IV, line 11b. See Form 990, Part X, line 12.

(a) Description of security or category (including name of security)	(b) Book value	(c) Method of valuation: Cost or end-of-year market value
(1) Financial derivatives.........
(2) Closely-held equity interests........
(3) Other (A) IRONWOOD INT'L LTD. HEDGE FUND	6,922,098	F
(B) POINTER OFFSHORE HEDGE FUND	2,532,200	F
(C) HAMILTON LANE PRIVATE MARKETS OPPORT. FUND	804,042	F
(D) NB SOF IV CAYMAN HOLDINGS LP	605,000	F
(E) PREMIER TIGER GLOBAL PRIVATE INVEST. XV OFFSHORE LP	333,806	F
(F) OAKTREE OPPORT. XI OFFSHORE FEEDER LP	389,451	F
(G) INVESTMENT IN RX.HEALTH	166,212	C
(H) BLACKSTONE SP FUND IX	601,601	F
(I) STEPSTONE SECONDARY OPPORT. FUND V	328,620	F
(J) INVESTMENT IN VARIA VENTURES	253,300	C
(K) TPG PUBLIC EQUITY PARTNERS LTD	1,719,007	F
(L) SEG PARTNERS OFFSHORE	1,840,179	F
(M) BLUE OWL CREDIT INCOME CORP I	2,290,756	F
(N) PREMIER WELLINGTON HADLEY HARBOR IV OFFSHORE FUND	826,744	F
(O) HPS CORPORATE LENDING FUND I	2,292,945	F
Total. (Column (b) must equal Form 990, Part X, col. (B) line 12.)	21,905,961

Part VIII

Investments - Program Related. Complete if the organization answered 'Yes' on Form 990, Part IV, line 11c. See Form 990, Part X, line 13.

(a) Description of investment	(b) Book value	(c) Method of valuation: Cost or end-of-year market value

(1)
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 13.)

Part IX

Other Assets.
Complete if the organization answered 'Yes' on Form 990, Part IV, line 11d. See Form 990, Part X, line 15.

(a) Description				(b) Book value

(1)
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 15.)...........

Part X

Other Liabilities.
Complete if the organization answered 'Yes' on Form 990, Part IV, line 11e or 11f. See Form 990, Part X, line 25.

1.(a) Description of liability	(b) Book value
(1) Federal income taxes
DEFERRED COMPENSATION LIABILITY	654,564
DEPOSITS	22,887







Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)	677,451
2. Liability for uncertain tax positions. In Part XIII, provide the text of the footnote to the organization's financial statements that reports the organization's liability for uncertain tax positions under FIN 48 (ASC 740). Check here if the text of the footnote has been provided in Part XIII

Schedule D (Form 990) (Rev. 1-2025)

Page 4

Part XI Reconciliation of Revenue per Audited Financial Statements With Revenue per Return. Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.
1	Total revenue, gains, and other support per audited financial statements .......			1	32,266,866
2	Amounts included on line 1 but not on Form 990, Part VIII, line 12:
a	Net unrealized gains (losses) on investments ....	2a	-253,387
b	Donated services and use of facilities .........	2b
c	Recoveries of prior year grants ...........	2c
d	Other (Describe in Part XIII.) ...........	2d	493,815
e	Add lines 2a through 2d .....................			2e	240,428
3	Subtract line 2e from line 1..................			3	32,026,438
4	Amounts included on Form 990, Part VIII, line 12, but not on line 1:
a	Investment expenses not included on Form 990, Part VIII, line 7b .	4a	225,491
b	Other (Describe in Part XIII.) ...........	4b
c	Add lines 4a and 4b....................			4c	225,491
5	Total revenue. Add lines 3 and 4c. (This must equal Form 990, Part I, line 12.) ......			5	32,251,929

Part XII Reconciliation of Expenses per Audited Financial Statements With Expenses per Return. Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.
1	Total expenses and losses per audited financial statements ...........			1	29,475,889
2	Amounts included on line 1 but not on Form 990, Part IX, line 25:
a	Donated services and use of facilities .........	2a
b	Prior year adjustments ............	2b
c	Other losses ................	2c
d	Other (Describe in Part XIII.) ...........	2d
e	Add lines 2a through 2d....................			2e	0
3	Subtract line 2e from line 1...................			3	29,475,889
4	Amounts included on Form 990, Part IX, line 25, but not on line 1:
a	Investment expenses not included on Form 990, Part VIII, line 7b ..	4a	225,491
b	Other (Describe in Part XIII.) ...........	4b
c	Add lines 4a and 4b.....................			4c	225,491
5	Total expenses. Add lines 3 and 4c. (This must equal Form 990, Part I, line 18.) ......			5	29,701,380

Part XIII

Supplemental Information

Provide the descriptions required for Part II, lines 3, 5, and 9; Part III, lines 1a and 4; Part lV, lines 1b and 2b; Part V, line 4; Part X, line 2; Part XI, lines 2d and 4b; and Part XII, lines 2d and 4b. Also complete this part to provide any additional information.

Return Reference	Explanation
PART V, LINE 4:	THE ORGANIZATION'S ENDOWMENT CONSISTS OF INDIVIDUAL FUNDS ESTABLISHED FOR AWARDS AND RELATED ACTIVITIES.
PART X, LINE 2:	AGA AND AGAI EVALUATED THEIR UNCERTAINTY IN INCOME TAXES FOR THE YEARS ENDED MARCH 31, 2025 AND 2024 AND DETERMINED THAT THERE WERE NO MATTERS THAT WOULD REQUIRE RECOGNITION IN THE CONSOLIDATED FINANCIAL STATEMENTS, OR THAT MAY HAVE ANY EFFECT ON THEIR TAX-EXEMPT STATUS; AND THERE ARE CURRENTLY NO EXAMINATIONS PENDING OR IN PROGRESS.
PART XI, LINE 2D - OTHER ADJUSTMENTS:	GRANT RECOVERIES 488,557. CHANGE IN VALUE OF DEFERRED COMPENSATION INVESTMENTS 5,258.

Schedule D (Form 990) (Rev. 1-2025)

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE F(Form 990)
(Rev. January 2025)

Department of the Treasury
Internal Revenue Service

Statement of Activities Outside the United States

Complete if the organization answered "Yes" to Form 990, Part IV, line 14b, 15, or 16. Right arrow

Attach to Form 990. Right arrow

Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

Open to Public Inspection

Name of the organization
AMERICAN GASTROENTEROLOGICAL ASSOCIATION
INSTITUTE

Employer identification number

36-6066325

Part I

General Information on Activities Outside the United States. Complete if the organization answered "Yes" on Form 990, Part IV, line 14b.

For grantmakers. Does the organization maintain records to substantiate the amount of its grants and

other assistance, the grantees’ eligibility for the grants or assistance, and the selection criteria used

to award the grants or assistance? . . . . . . . . . . . . . . . . . . . . . . . . .

Yes

For grantmakers. Describe in Part V the organization’s procedures for monitoring the use of its grants and other assistance outside the United States.

Activites per Region. (The following Part I, line 3 table can be duplicated if additional space is needed.)

(a) Region		(b) Number of offices in the region	(c) Number of employees, agents, and independent contractors in the region	(d) Activities conducted in region (by type) (such as, fundraising, program services, investments, grants to recipients located in the region)	(e) If activity listed in (d) is a program service, describe specific type of service(s) in the region	(f) Total expenditures for and investments in the region
	EAST ASIA AND THE PACIFIC - AUSTRALIA, BRUNEI, BURMA, CAMBODIA,	0	0	PROGRAM SERVICES	EDITORIAL AND PROGRAM DEVELOPMENT SVCS	52,206
	EAST ASIA AND THE PACIFIC - AUSTRALIA, BRUNEI, BURMA, CAMBODIA,	0	0	GRANTMAKING		1,500
	EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM	0	0	PROGRAM SERVICES	EDITORIAL AND PROGRAM DEVELOPMENT SVCS	181,995
	EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM	0	0	GRANTMAKING		500
	MIDDLE EAST AND NORTH AFRICA - ALGERIA, BAHRAIN, DJIBOUTI, EGYPT,	0	0	PROGRAM SERVICES	EDITORIAL AND PROGRAM DEVELOPMENT SVCS	18,880
	NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES	0	0	PROGRAM SERVICES	EDITORIAL AND PROGRAM DEVELOPMENT SVCS	148,247
	NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES	0	0	GRANTMAKING		1,500
	SOUTH AMERICA - ARGENTINA, BOLIVIA, BRAZIL, CHILE, COLUMBIA, ECUADOR,	0	0	PROGRAM SERVICES	EDITORIAL AND PROGRAM DEVELOPMENT SVCS	3,155
	SOUTH ASIA	0	0	PROGRAM SERVICES	EDITORIAL AND PROGRAM DEVELOPMENT SVCS	5,000
	SOUTH ASIA - AFGHANISTAN, BANGLADESH, BHUTAN, INDIA, MALDIVES, NEPAL,	0	0	GRANTMAKING		500
	SUB-SAHARAN AFRICA	0	0	PROGRAM SERVICES	EDITORIAL AND PROGRAM DEVELOPMENT SVCS	1,139
	CENTRAL AMERICA AND THE CARIBBEAN	0	0	INVESTMENTS		16,902,749





3a	Sub-total ....	0	0			407,983
b	Total from continuation sheets to Part I ...	0	0			16,909,388
c	Totals (add lines 3a and 3b)	0	0			17,317,371

For Paperwork Reduction Act Notice, see the Instructions for Form 990.Cat. No. 50082W Schedule F (Form 990) (Rev. 1-2025)

Schedule F (Form 990) (Rev. 1-2025)

Page 2

Part II

Grants and Other Assistance to Organizations or Entities Outside the United States. Complete if the organization answered "Yes" on Form 990, Part IV, line 15, for any recipient who received more than $5,000. Part II can be duplicated if additional space is needed.

1 (a) Name of organization		(b) IRS code section and EIN (if applicable)	(c) Region	(d) Purpose of grant	(e) Amount of cash grant	(f) Manner of cash disbursement	(g) Amount of noncash assistance	(h) Description of noncash assistance	(i) Method of valuation (book, FMV, appraisal, other)

2	Enter total number of recipient organizations listed above that are recognized as charities by the foreign country, recognized as tax-exempt by the IRS, or for which the grantee or counsel has provided a section 501(c)(3) equivalency letter .......
3	Enter total number of other organizations or entities .......................

Schedule F (Form 990) (Rev. 1-2025)

Schedule F (Form 990) (Rev. 1-2025)Page 3

Part III

Grants and Other Assistance to Individuals Outside the United States. Complete if the organization answered "Yes" on Form 990, Part IV, line 16.

Part III can be duplicated if additional space is needed.

(a) Type of grant or assistance		(b) Region	(c) Number of recipients	(d) Amount of cash grant	(e) Manner of cash disbursement	(f) Amount of noncash assistance	(g) Description of noncash assistance	(h) Method of valuation (book, FMV, appraisal, other)

Schedule F (Form 990) (Rev. 1-2025)

Page 4

Part IV

Foreign Forms

Schedule F (Form 990) (Rev. 1-2025)

Page 5

Part V

Supplemental Information
Provide the information required by Part I, line 2 (monitoring of funds); Part I, line 3, column (f) (accounting method; amounts of investments vs. expenditures per region); Part II, line 1 (accounting method); Part III (accounting method); and Part III, column (c) (estimated number of recipients), as applicable. Also complete this part to provide any additional information. See instructions.

ReturnReference	Explanation
PART I, LINE 2:	GRANTS AND AWARDS ARE AWARDED AND MONITORED BASED ON A PROGRAM'S BUDGET AND GRANT STIPULATIONS, IF ANY. PROGRAM MANAGERS ARE RESPONSIBLE FOR MONITORING THE USE OF GRANT FUNDS.
PART I, LINE 3:	AGA INSITUTE REPORTED THE EXPENDITURES BASED ON THE ACCOUNTING METHOD USED IN ITS AUDITED FINANCIAL STATEMENTS WHICH IS ON AN ACCRUAL BASIS.

Schedule F (Form 990) (Rev. 1-2025)

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Schedule I
(Form 990)
(Rev. January 2025)

Department of the Treasury
Internal Revenue Service

Grants and Other Assistance to Organizations,
Governments and Individuals in the United States

Complete if the organization answered "Yes," on Form 990, Part IV, line 21 or 22.
lBullet

Attach to Form 990.
lBullet

Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

Open to Public
Inspection

Name of the organization
AMERICAN GASTROENTEROLOGICAL ASSOCIATION
INSTITUTE

Employer identification number
36-6066325

Part I

General Information on Grants and Assistance

Does the organization maintain records to substantiate the amount of the grants or assistance, the grantees' eligibility for the grants or assistance, and
the selection criteria used to award the grants or assistance? ........................

Yes No

Describe in Part IV the organization's procedures for monitoring the use of grant funds in the United States.

Part II

Grants and Other Assistance to Domestic Organizations and Domestic Governments. Complete if the organization answered "Yes" on Form 990, Part IV, line 21, for any recipient

that received more than $5,000. Part II can be duplicated if additional space is needed.

(a) Name and address of organization or government	(b) EIN	(c) IRC section (if applicable)	(d) Amount of cash grant	(e) Amount of non-cash assistance	(f) Method of valuation (book, FMV, appraisal, other)	(g) Description of noncash assistance	(h) Purpose of grant or assistance
(1)
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
(10)
(11)
(12)

Enter total number of section 501(c)(3) and government organizations listed in the line 1 table ................. Bullet Image

Enter total number of other organizations listed in the line 1 table ........................ . Bullet Image

For Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 50055P

Schedule I (Form 990) Rev. 1-2025

Page 2

Part III

Grants and Other Assistance to Domestic Individuals. Complete if the organization answered "Yes" on Form 990, Part IV, line 22.
Part III can be duplicated if additional space is needed.

(a) Type of grant or assistance	(b) Number of recipients	(c) Amount of cash grant	(d) Amount of noncash assistance	(e) Method of valuation (book, FMV, appraisal, other)	(f) Description of noncash assistance

(1) ABSTRACT AWARD IN EOSINOPHILIC GI	3	1,500
(2) AGA FELLOW ABSTRACT AWARD	20	10,000
(3) AGA PILOT RESEARCH AWARD	3	120,000
(4) AGA RESEARCH SCHOLAR AWARD (RSA)	5	1,487,500
(5) AMAN AHMED FAMILY SURF	7	41,200
(6) AUGUSTYN AWARD	1	40,000
(7) BEAUMONT	1	5,000
(8) DIET: BEYOND MALNUTRITION	5	5,000
(9) DISTINGUISHED ACHIEVEMT	1	5,000
(10) FOUNDATION EQUITY PROJECT AWARDS	1	132,000
(11) FRIEDENWALD MEDAL	1	5,000
(12) FUNDERBURG AWARD	2	100,000
(13) GI ACADEMY FOR EDUCATORS	3	3,000
(14) GUT MICROBIOME CENTER	5	5,000
(15) HARVEY YOUNG FND GUTS SCHOLAR	13	39,500
(16) JUNG EQUITY FUTURE LEADERS SCHOLARSHIP	1	500
(17) PFIZER PILOT RESEARCH AWARD	3	120,000
(18) RUSTGI AWARD FUND	2	1,500
(19) SCHWARTZ PANCREATIC CANCER FUND	1	300,000
(20) STUDENT ABSTRACT	20	10,000
(21) WOMEN IN GI REGIONAL LEADERSHIP MEETINGS	2	600

Part IV

Supplemental Information. Provide the information required in Part I, line 2; Part III, column (b); and any other additional information.

Return Reference	Explanation
PART I, LINE 2:	GRANTS AND AWARDS ARE AWARDED AND MONITORED BASED ON A PROGRAM'S BUDGET AND GRANT STIPULATIONS, IF ANY. PROGRAM MANAGERS ARE RESPONSIBLE FOR MONITORING THE USE OF GRANT FUNDS.

Schedule I (Form 990) Rev. 1-2025

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Schedule J
(Form 990)
(Rev. January 2025)

Department of the Treasury
Internal Revenue Service

Compensation Information

For certain Officers, Directors, Trustees, Key Employees, and Highest
Compensated Employees
medium right arrow graphic

Complete if the organization answered "Yes" on Form 990, Part IV, line 23.
medium right arrow graphic

Attach to Form 990.
medium right arrow graphic

Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

Open to Public Inspection

Name of the organization

AMERICAN GASTROENTEROLOGICAL ASSOCIATION
INSTITUTE

Employer identification number

36-6066325

Part I

Questions Regarding Compensation

Yes

Check the appropiate box(es) if the organization provided any of the following to or for a person listed on Form
990, Part VII, Section A, line 1a. Complete Part III to provide any relevant information regarding these items.

First-class or charter travel Housing allowance or residence for personal use

Travel for companions Payments for business use of personal residence

Tax idemnification and gross-up payments Health or social club dues or initiation fees

Discretionary spending account Personal services (e.g., maid, chauffeur, chef)

If any of the boxes on Line 1a are checked, did the organization follow a written policy regarding payment or reimbursement or provision of all of the expenses described above? If "No," complete Part III to explain .....

Yes

Did the organization require substantiation prior to reimbursing or allowing expenses incurred by all
directors, trustees, officers, including the CEO/Executive Director, regarding the items checked on Line 1a? ....

Yes

Indicate which, if any, of the following the filing organization used to establish the compensation of the
organization's CEO/Executive Director. Check all that apply. Do not check any boxes for methods
used by a related organization to establish compensation of the CEO/Executive Director, but explain in Part III.

Compensation committee Written employment contract

Independent compensation consultant Compensation survey or study

Form 990 of other organizations Approval by the board or compensation committee

During the year, did any person listed on Form 990, Part VII, Section A, line 1a, with respect to the filing organization or a related organization:

Receive a severance payment or change-of-control payment? .............

Participate in, or receive payment from, a supplemental nonqualified retirement plan? .........

Participate in, or receive payment from, an equity-based compensation arrangement? .........

If "Yes" to any of lines 4a-c, list the persons and provide the applicable amounts for each item in Part III.

Only 501(c)(3), 501(c)(4), and 501(c)(29) organizations must complete lines 5-9.

For persons listed on Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the revenues of:

The organization? ....................

Any related organization? .......................

If "Yes," on line 5a or 5b, describe in Part III.

For persons listed on Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the net earnings of:

The organization? ..................

Any related organization? ......................

If "Yes," on line 6a or 6b, describe in Part III.

For persons listed on Form 990, Part VII, Section A, line 1a, did the organization provide any nonfixed
payments not described in lines 5 and 6? If "Yes," describe in Part III ............

Yes

Were any amounts reported on Form 990, Part VII, paid or accured pursuant to a contract that was
subject to the initial contract exception described in Regulations section 53.4958-4(a)(3)? If "Yes," describe
in Part III ..........................

If "Yes" on line 8, did the organization also follow the rebuttable presumption procedure described in Regulations section 53.4958-6(c)? .........................

For Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 50053T

Schedule J (Form 990) (Rev. 1-2025)

Page 2

Part II

Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees. Use duplicate copies if additional space is needed.

For each individual whose compensation must be reported on Schedule J, report compensation from the organization on row (i) and from related organizations, described in the
instructions, on row (ii). Do not list any individuals that are not listed on Form 990, Part VII.
Note. The sum of columns (B)(i)-(iii) for each listed individual must equal the total amount of Form 990, Part VII, Section A, line 1a, applicable column (D) and (E) amounts for that individual.

(A) Name and Title		(B) Breakdown of W-2, 1099-MISC compensation, and/or 1099-NEC			(C) Retirement and other deferred compensation	(D) Nontaxable benefits	(E) Total of columns (B)(i)-(D)	(F) Compensation in column (B) reported as deferred on prior Form 990
(A) Name and Title		(i) Base compensation	(ii) Bonus & incentive compensation	(iii) Other reportable compensation	(C) Retirement and other deferred compensation	(D) Nontaxable benefits	(E) Total of columns (B)(i)-(D)
1THOMAS SERENA CHIEF EXECUTIVE OFFICER	(i) (ii)	529,747 ------------- 0	21,715 ------------- 0	3,564 ------------- 0	24,150 ------------- 0	20,479 ------------- 0	599,655 ------------- 0	0 ------------- 0
2NANCY CHILL SR. VICE PRESIDENT	(i) (ii)	316,203 ------------- 2,122	9,933 ------------- 67	2,307 ------------- 15	22,803 ------------- 153	44,501 ------------- 299	395,747 ------------- 2,656	0 ------------- 0
3CHRISTOPHER BLUHM SR. VICE PRESIDENT	(i) (ii)	243,173 ------------- 7,349	9,707 ------------- 293	3,598 ------------- 109	17,636 ------------- 533	32,420 ------------- 980	306,534 ------------- 9,264	0 ------------- 0
4KATHLEEN TEIXEIRA VP, ADVOCACY	(i) (ii)	227,564 ------------- 12,145	9,493 ------------- 507	2,247 ------------- 120	16,569 ------------- 884	40,784 ------------- 2,177	296,657 ------------- 15,833	0 ------------- 0
5ELLEN SILVER VP, MEETINGS & CONVENTIONS	(i) (ii)	238,597 ------------- 0	10,000 ------------- 0	2,270 ------------- 0	17,159 ------------- 0	43,885 ------------- 0	311,911 ------------- 0	0 ------------- 0
6ALISON KIM VP, RESEARCH & PUBLICATION	(i) (ii)	248,733 ------------- 1,334	9,947 ------------- 53	550 ------------- 3	17,609 ------------- 94	25,105 ------------- 135	301,944 ------------- 1,619	0 ------------- 0
7JEFFREY SPRINGER VP, MARKETING	(i) (ii)	208,960 ------------- 38,232	8,453 ------------- 1,547	2,988 ------------- 547	14,726 ------------- 2,694	12,043 ------------- 2,203	247,170 ------------- 45,223	0 ------------- 0
8LYNN GRONE VP, ORGANIZATIONAL EFFECTI	(i) (ii)	205,287 ------------- 0	10,000 ------------- 0	3,010 ------------- 0	15,044 ------------- 0	42,874 ------------- 0	276,215 ------------- 0	0 ------------- 0
9JESSICA DUNCAN VP, COMMUNICATIONS	(i) (ii)	218,080 ------------- 14,911	9,360 ------------- 640	4,473 ------------- 306	15,266 ------------- 1,044	0 ------------- 0	247,179 ------------- 16,901	0 ------------- 0
10LESLIE HAUVER VP, INFORMATION TECHNOLOGY	(i) (ii)	211,456 ------------- 0	10,000 ------------- 0	1,958 ------------- 0	15,044 ------------- 0	15,227 ------------- 0	253,685 ------------- 0	0 ------------- 0
11CELENA NUQUAY VP, CONSTITUENCY & GOVERNA	(i) (ii)	147,149 ------------- 34,966	8,080 ------------- 1,920	715 ------------- 170	10,477 ------------- 2,490	29,670 ------------- 7,050	196,091 ------------- 46,596	0 ------------- 0
12MAURA DAVIS VP, EDUCATION	(i) (ii)	162,452 ------------- 0	10,000 ------------- 0	515 ------------- 0	11,765 ------------- 0	38,744 ------------- 0	223,476 ------------- 0	0 ------------- 0
13CHANTAL FREMONT VP, PRACTICE & QUAL UNTIL 03/24	(i) (ii)	91,734 ------------- 0	0 ------------- 0	117,352 ------------- 0	5,496 ------------- 0	6,538 ------------- 0	221,120 ------------- 0	0 ------------- 0
14SONYA SERRA SR. DIR CLINICAL RESEARCH	(i) (ii)	153,829 ------------- 0	0 ------------- 0	757 ------------- 0	11,340 ------------- 0	41,703 ------------- 0	207,629 ------------- 0	0 ------------- 0
15TIMOTHY SUMMERS SR. DIR FINANCE	(i) (ii)	126,692 ------------- 9,830	0 ------------- 0	268 ------------- 21	9,435 ------------- 732	39,167 ------------- 3,039	175,562 ------------- 13,622	0 ------------- 0
16HARMONY EXCELLENT SR. DIR CORPORATE RELATIONS	(i) (ii)	137,705 ------------- 0	7,500 ------------- 0	274 ------------- 0	9,735 ------------- 0	25,203 ------------- 0	180,417 ------------- 0	0 ------------- 0
17LESLIE NARRAMORE SR. DIR ADVOCACY	(i) (ii)	2,378 ------------- 146,237	0 ------------- 0	65 ------------- 3,981	166 ------------- 10,237	0 ------------- 0	2,609 ------------- 160,455	0 ------------- 0
18RICARDO BLUM SR. DIR MARKETING	(i) (ii)	129,745 ------------- 6,542	0 ------------- 0	4,522 ------------- 228	9,095 ------------- 459	203 ------------- 10	143,565 ------------- 7,239	0 ------------- 0

Schedule J (Form 990) (Rev. 1-2025)

Page 3

Part III

Supplemental Information

Provide the information, explanation, or descriptions required for Part I, lines 1a, 1b, 3, 4a, 4b, 4c, 5a, 5b, 6a, 6b, 7, and 8, and for Part II. Also complete this part for any additional information.

Return Reference	Explanation
PART I, LINE 1A	THE ASSOCIATION'S PRESIDENT IS PERMITTED TO BRING A COMPANION ON CERTAIN BUSINESS TRIPS FOR THE ASSOCIATION.
PART I, LINE 7	SEVERAL INDIVIDUALS LISTED ON PART VII RECEIVED NON-FIXED BONUSES FOR THE YEAR ENDED DECEMBER 31, 2024.

Schedule J (Form 990) (Rev. 1-2025)

Additional Data

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SCHEDULE O
(Form 990)
(Rev. January 2025)
Department of the Treasury
Internal Revenue Service

Supplemental Information to Form 990 or 990-EZ

Complete to provide information for responses to specific questions on
Form 990 or 990-EZ or to provide any additional information.
Attach to Form 990 or 990-EZ.
Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

Open to Public
Inspection

Name of the organization

AMERICAN GASTROENTEROLOGICAL ASSOCIATION
INSTITUTE

Employer identification number

36-6066325

Return Reference	Explanation
FORM 990, PART VI, SECTION A, LINE 1A	THE INSTITUTE'S GOVERNING BOARD HAS AN EXECUTIVE COMMITTEE, CONSISTING OF THE BOARD OFFICERS, THE PAST PRESIDENT AND THE CHAIR OF THE INSTITUTE'S FOUNDATION FOR DIGESTIVE HEALTH AND NUTRITION. THE EXECUTIVE COMMITTEE HAS THE FOLLOWING DUTIES AND RESPONSIBILITIES: (1) DURING THE INTERVALS BETWEEN THE MEETINGS OF THE GOVERNING BOARD, TO EXERCISE SUCH POWERS AS MAY BE DELEGATED TO IT BY THE GOVERNING BOARD; (2) MAKE RECOMMENDATIONS TO THE GOVERNING BOARD AS TO MATTERS OF CHANGES, EXTENSIONS OR REVISIONS IN THE CORPORATIONS POLICY; (3) TO RECEIVE AND STUDY REPORTS OF SUCH COMMITTEES AS THE GOVERNING BOARD MAY DIRECT; (4) TO ACT AS AN ADVISORY BODY TO THE PRESIDENT; (5) TO KEEP A RECORD OF ITS PROCEEDINGS AND REPORT THE SAME TO THE GOVERNING BOARD AT THE NEXT SUCCEEDING MEETING FOR ITS APPROVAL OR DISAPPROVAL; AND (6) TO HOLD ITS MEETINGS AT SUCH PLACE OR PLACES AS IT MAY FROM TIME TO TIME DETERMINE. IN ADDITION, THE COMMITTEE MAY BE CALLED UPON TO MEET AT ANY TIME BY THE PRESIDENT OF THE FOUNDATION. ALL ACTIONS OF THE EXECUTIVE COMMITTEE SHALL BE SUBMITTED TO THE GOVERNING BOARD FOR RATIFICATION. IN ADDITION, THE EXECUTIVE COMMITTEE SHALL REVIEW AND EVALUATE PERFORMANCE OF EXISTING MEMBERS OF ALL COMMITTEES AND TASK FORCES AND DEVELOP SYSTEMS, POLICIES, AND PROCEDURES TO ASSURE THAT ALL MEMBERSHIP THEREON IS APPROPRIATE TO THE RELEVANT MISSION AND THAT PROSPECTIVE APPOINTMENTS MEET THE NEEDS OF THE ORGANIZATION. THE EXECUTIVE COMMITTEE SHALL OVERSEE SELECTION OF ALL OFFICIAL AWARDS, PRIZES, AND GRANTS; AND SPECIFICALLY TO SELECT THE ANNUAL RECIPIENT OF THE JULIUS FRIEDENWALD MEDAL, WHICH WILL BE PRESENTED TO A MEMBER OF THE AMERICAN GASTROENTEROLOGICAL ASSOCIATION FOR DISTINGUISHED ACHIEVEMENT IN GASTROENTEROLOGY. THE EXECUTIVE COMMITTEE SHALL ALSO (1) ASSESS THE NEED FOR PRINT AND ELECTRONIC PUBLICATIONS AND SERVICES IN THE AREAS OF GASTROENTEROLOGY SCIENCE, CLINICAL PRACTICE, AND EDUCATION, (2) RECOMMEND AND INITIATE PUBLISHING PROJECTS AND ACTIVITIES IN RESPONSE TO THOSE NEEDS, (3) DEVELOP PUBLICATION-RELATED POLICIES FOR APPROVAL BY THE GOVERNING BOARD, AND (4) ENSURE THE QUALITY AND FINANCIAL VIABILITY OF ALL AGA INSTITUTE PUBLICATIONS.
FORM 990, PART VI, SECTION A, LINE 6	THE SOLE MEMBER OF THE ORGANIZATION IS AMERICAN GASTROENTEROLOGICAL ASSOCIATION, INC., A RELATED ENTITY EXEMPT FROM FEDERAL INCOME TAX UNDER IRC SECTION 501(C)(6).
FORM 990, PART VI, SECTION A, LINE 7A	THE INSTITUTE'S GOVERNING BOARD CONSISTS OF TWELVE PERSONS, ELEVEN OF WHICH ARE ELECTED BY THE MEMBER (THE AMERICAN GASTROENTEROLOGICAL ASSOCIATION) AND ONE OF WHICH IS THE CHAIR OF THE INSTITUTE'S AGA RESEARCH FOUNDATION (NOT A SEPARATE ENTITY).
FORM 990, PART VI, SECTION B, LINE 11B	THE FORM 990 IS PREPARED BY A THIRD PARTY, FROM INFORMATION SUPPLIED BY THE INSTITUTE. AGA MANAGEMENT REVIEWS THE FINAL FORM 990 AND ADDRESSES ANY QUESTIONS PRIOR TO FILING. THE GOVERNING BOARD DOES NOT REVIEW THE FORM 990 PRIOR TO FILING.
FORM 990, PART VI, SECTION B, LINE 12C	THE GOVERNING BOARD MEMBERS ARE REQUIRED TO COMPLETE A CONFLICT OF INTEREST POLICY FORM QUARTERLY TO DISCLOSE ANY CONFLICTS THAT MAY ARISE.
FORM 990, PART VI, SECTION B, LINE 15	THE EXECUTIVE COMPENSATION COMMITTEE MEETS ANNUALLY TO REVIEW AND APPROVE COMPENSATION OF TOP MANAGEMENT OFFICIALS. AN INDEPENDENT CONSULTANT IS USED TO PROVIDE COMPARABLE SURVEY DATA TO HELP SET COMPENSATION LEVELS FOR THE CEO AND SENIOR POSITIONS.
FORM 990, PART VI, SECTION C, LINE 19	THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY AVAILABLE UPON REQUEST.
FORM 990, PART IX, LINE 11G	CONTRACTORS: PROGRAM SERVICE EXPENSES 1,892,010. MANAGEMENT AND GENERAL EXPENSES 344,796. FUNDRAISING EXPENSES 13,685. TOTAL EXPENSES 2,250,491. BENEFITS ADMINISTRATION FEES: PROGRAM SERVICE EXPENSES 361,699. MANAGEMENT AND GENERAL EXPENSES 125,024. FUNDRAISING EXPENSES 35,007. TOTAL EXPENSES 521,730. PAYROLL PROCESSING FEES: PROGRAM SERVICE EXPENSES 59,956. MANAGEMENT AND GENERAL EXPENSES 10,926. FUNDRAISING EXPENSES 434. TOTAL EXPENSES 71,316. DESIGN/GRAPHIC: PROGRAM SERVICE EXPENSES 48,517. MANAGEMENT AND GENERAL EXPENSES 8,842. FUNDRAISING EXPENSES 351. TOTAL EXPENSES 57,710. MED. EDUC. COMPANY: PROGRAM SERVICE EXPENSES 417,249. MANAGEMENT AND GENERAL EXPENSES 76,039. FUNDRAISING EXPENSES 3,018. TOTAL EXPENSES 496,306. CONSULTING FEES: PROGRAM SERVICE EXPENSES 62,248. MANAGEMENT AND GENERAL EXPENSES 373,355. FUNDRAISING EXPENSES 19,677. TOTAL EXPENSES 455,280. REGISTRY CONTRACTOR: PROGRAM SERVICE EXPENSES 38,411. MANAGEMENT AND GENERAL EXPENSES 7,000. FUNDRAISING EXPENSES 278. TOTAL EXPENSES 45,689. SITE FEES: PROGRAM SERVICE EXPENSES 52,435. MANAGEMENT AND GENERAL EXPENSES 9,556. FUNDRAISING EXPENSES 379. TOTAL EXPENSES 62,370. INSTITUTIONAL REVIEW: PROGRAM SERVICE EXPENSES 53,135. MANAGEMENT AND GENERAL EXPENSES 9,683. FUNDRAISING EXPENSES 384. TOTAL EXPENSES 63,202.
FORM 990, PART XI, LINE 9:	GRANT RECOVERIES 488,557. CHANGE IN VALUE OF DEFERRED COMPENSATION INVESTMENT 5,258.

For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.

Cat. No. 51056K

Schedule O (Form 990) (Rev. 1-2025)

Additional Data

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SCHEDULE R
(Form 990)
(Rev. January 2025)

Department of the Treasury
Internal Revenue Service

Related Organizations and Unrelated Partnerships

Complete if the organization answered "Yes" on Form 990, Part IV, line 33, 34, 35b, 36, or 37.
Attach to Form 990.
Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

Open to Public Inspection

Name of the organization

AMERICAN GASTROENTEROLOGICAL ASSOCIATION
INSTITUTE

Employer identification number

36-6066325

Part I

Identification of Disregarded Entities. Complete if the organization answered "Yes" on Form 990, Part IV, line 33.

(a) Name, address, and EIN (if applicable) of disregarded entity	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Total income	(e) End-of-year assets	(f) Direct controlling entity

Part II

Identification of Related Tax-Exempt Organizations. Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related tax-exempt organizations during the tax year.

(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Exempt Code section	(e) Public charity status (if section 501(c)(3))	(f) Direct controlling entity	(g) Section 512(b)(13) controlled entity?
(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Exempt Code section	(e) Public charity status (if section 501(c)(3))	(f) Direct controlling entity	Yes	No
(1)AMERICAN GASTROENTEROLOGICAL ASSOCIATION INC (AGA) 4930 DEL RAY AVENUE BETHESDA,MD20814 20-2986410	PROFESSIONAL MEMBERSHIP ASSOCIATION	DE	501(C)(6)		N/A		No
(2)AGA POLITICAL ACTION COMMITTEE 4930 DEL RAY AVENUE BETHESDA,MD20814 20-4759482	POLITICAL ACTION COMMITTEE	MD	527		AGA		No

For Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 50135Y

Schedule R (Form 990) (Rev. 1-2025)

Page 2

Part III

Identification of Related Organizations Taxable as a Partnership. Complete if the organization answered "Yes" on Form 990, Part IV, line 34, because it had one or more related organizations treated as a partnership during the tax year.

(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Direct controlling entity	(f) Share of total income	(g) Share of end-of-year assets	(h) Disproprtionate allocations?		(i) Code V-UBI amount in box 20 of Schedule K-1 (Form 1065)	(j) General or managing partner?		(k) Percentage ownership
(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Direct controlling entity	(f) Share of total income	(g) Share of end-of-year assets	Yes	No	(i) Code V-UBI amount in box 20 of Schedule K-1 (Form 1065)	Yes	No	(k) Percentage ownership

Part IV

Identification of Related Organizations Taxable as a Corporation or Trust. Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related organizations treated as a corporation or trust during the tax year.

(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Direct controlling entity	(e) Type of entity (C corp, S corp, or trust)	(f) Share of total income	(g) Share of end-of-year assets	(h) Percentage ownership	(i) Section 512(b)(13) controlled entity?
(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Direct controlling entity	(e) Type of entity (C corp, S corp, or trust)	(f) Share of total income	(g) Share of end-of-year assets	(h) Percentage ownership	Yes	No

Schedule R (Form 990) (Rev. 1-2025)

Page 3

Part V

Transactions With Related Organizations. Complete if the organization answered "Yes" on Form 990, Part IV, line 34, 35b, or 36.

Note. Complete line 1 if any entity is listed in Parts II, III, or IV of this schedule.

Yes

1 During the tax year, did the orgranization engage in any of the following transactions with one or more related organizations listed in Parts II-IV?

a Receipt of (i) interest, (ii) annuities, (iii) royalties, or (iv) rent from a controlled entity .....................

b Gift, grant, or capital contribution to related organization(s) ............................

c Gift, grant, or capital contribution from related organization(s) ............................

d Loans or loan guarantees to or for related organization(s) ............................

e Loans or loan guarantees by related organization(s) ............................

f Dividends from related organization(s) ............................

g Sale of assets to related organization(s) ............................

h Purchase of assets from related organization(s) ............................

i Exchange of assets with related organization(s) ............................

j Lease of facilities, equipment, or other assets to related organization(s) .......................

Yes

k Lease of facilities, equipment, or other assets from related organization(s) ......................

l Performance of services or membership or fundraising solicitations for related organization(s) .....................

m Performance of services or membership or fundraising solicitations by related organization(s) .................

n Sharing of facilities, equipment, mailing lists, or other assets with related organization(s) ...................

o Sharing of paid employees with related organization(s) ............................

Yes

p Reimbursement paid to related organization(s) for expenses ............................

q Reimbursement paid by related organization(s) for expenses ............................

Yes

r Other transfer of cash or property to related organization(s) ............................

s Other transfer of cash or property from related organization(s) ............................

If the answer to any of the above is "Yes," see the instructions for information on who must complete this line, including covered relationships and transaction thresholds.

(a) Name of related organization	(b) Transaction type (a-s)	(c) Amount involved	(d) Method of determining amount involved
(1) AMERICAN GASTROENTEROLOGICAL ASSOCIATION INC (AGA)	J	118,211	LEASE CONTRACT
(2) AMERICAN GASTROENTEROLOGICAL ASSOCIATION INC (AGA)	O	1,396,687	TIME RECORD
(3) AMERICAN GASTROENTEROLOGICAL ASSOCIATION INC (AGA)	Q	1,953,689	FMV

Schedule R (Form 990) (Rev. 1-2025)

Page 4

Part VI

Unrelated Organizations Taxable as a Partnership. Complete if the organization answered "Yes" on Form 990, Part IV, line 37.

Provide the following information for each entity taxed as a partnership through which the organization conducted more than five percent of its activities (measured by total assets or gross revenue) that was not a related organization. See instructions regarding exclusion for certain investment partnerships.

(a) Name, address, and EIN of entity	(b) Primary activity	(c) Legal domicile (state or foreign country)	(e) Are all partners section 501(c)(3) organizations?		(f) Share of total income	(g) Share of end-of-year assets	(h) Disproprtionate allocations?		(i) Code V-UBI amount in box 20 of Schedule K-1 (Form 1065)	(j) General or managing partner?		(k) Percentage ownership
(a) Name, address, and EIN of entity	(b) Primary activity	(c) Legal domicile (state or foreign country)	Yes	No	(f) Share of total income	(g) Share of end-of-year assets	Yes	No	(i) Code V-UBI amount in box 20 of Schedule K-1 (Form 1065)	Yes	No	(k) Percentage ownership

Schedule R (Form 990) (Rev. 1-2025)

Page 5

Part VII

Supplemental Information

Provide additional information for responses to questions on Schedule R. See instructions.

Return Reference	Explanation

Schedule R (Form 990) (Rev. 1-2025)

Additional Data

Software ID:
Software Version:

1	Briefly describe the organization’s mission or most significant activities: TO CARRY OUT THE EDUCATIONAL, PRACTICE, AND RESEARCH INTERESTS PERTAINING TO GASTROENTEROLOGY.
2	Check this box
3	Number of voting members of the governing body (Part VI, line 1a) ........	3	13
4	Number of independent voting members of the governing body (Part VI, line 1b) .....	4	11
5	Total number of individuals employed in calendar year 2024 (Part V, line 2a) ......	5	113
6	Total number of volunteers (estimate if necessary) .............	6	177
7a	Total unrelated business revenue from Part VIII, column (C), line 12 ........	7a	511,389
b	Net unrelated business taxable income from Form 990-T, Part I, line 11 .........	7b	356,255

		Prior Year	Current Year
8	Contributions and grants (Part VIII, line 1h) .........	3,585,138	1,385,522
9	Program service revenue (Part VIII, line 2g) .........	18,635,948	18,467,600
10	Investment income (Part VIII, column (A), lines 3, 4, and 7d ) ....	400,861	4,837,446
11	Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e)	7,649,081	7,561,361
12	Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12)	30,271,028	32,251,929
13	Grants and similar amounts paid (Part IX, column (A), lines 1–3 )...	2,904,243	2,436,300
14	Benefits paid to or for members (Part IX, column (A), line 4).....	0	0
15	Salaries, other compensation, employee benefits (Part IX, column (A), lines 5–10)	13,152,435	14,374,135
16a	Professional fundraising fees (Part IX, column (A), line 11e) .....	0	0
b	Total fundraising expenses (Part IX, column (D), line 25) 1,323,104
17	Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e)....	13,550,292	12,890,945
18	Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25)	29,606,970	29,701,380
19	Revenue less expenses. Subtract line 18 from line 12.......	664,058	2,550,549
		Beginning of Current Year	End of Year
20	Total assets (Part X, line 16).............	111,694,858	112,259,605
21	Total liabilities (Part X, line 26).............	18,866,481	16,640,251
22	Net assets or fund balances. Subtract line 21 from line 20.....	92,828,377	95,619,354

Sign Here

	Signature of officer	Date

	Type or print name and title


4a	(Code: ) (Expenses $ 8,074,374 including grants of $ 12,000 ) (Revenue $ 7,798,894 )
	EDUCATION - AGA IS THE HOME OF SOME OF THE HIGHEST QUALITY SCIENTIFIC AND CLINICAL KNOWLEDGE FOR GI CLINICIANS AND RESEARCHERS IN THE WORLD.

4b	(Code: ) (Expenses $ 7,597,495 including grants of $ 2,423,700 ) (Revenue $ 8,846,481 )
	RESEARCH - THE AGA PUBLISHES SCIENTIFIC JOURNALS AND RAISES FUNDS TO SUPPORT YOUNG RESEARCHERS IN THE FIELD OF GASTROENTEROLOGY AND HEPATOLOGY.

4c	(Code: ) (Expenses $ 3,992,061 including grants of $ 600 ) (Revenue $ 438,454 )
	MEMBER SERVICES - THE AGA IMPROVES THE PROFESSIONAL LIVES OF THE GI COMMUNITY THROUGH ACCESS TO UNIQUE PROFESSIONAL EVENTS, COMMITTEE WORK, NETWORKING OPPORTUNITIES, AND SUBSCRIPTIONS TO ITS PREMIER JOURNALS: GASTROENTEROLOGY AND CLINICAL GASTROENTEROLOGY AND HEPATOLOGY.

	(Code: ) (Expenses $ 972,491 including grants of $ ) (Revenue $ 118,746 )
	PRACTICE

	(Code: ) (Expenses $ 942,616 including grants of $ ) (Revenue $ 753,636 )
	ADVOCACY

4d	Other program services (Describe in Schedule O.)
	(Expenses $ 1,915,107 including grants of $ ) (Revenue $ 872,382 )
4e	Total program service expenses21,579,037

1b	Sub-Total..............
c	Total from continuation sheets to Part VII, Section A..
d	Total (add lines 1b and 1c).........	3,941,417	297,945	737,274

1a	Federated campaigns..		1a
b	Membership dues..		1b
c	Fundraising events..		1c
d	Related organizations		1d
e	Government grants (contributions)		1e	838,206

f	All other contributions, gifts, grants, and similar amounts not included above		1f	547,316

g	Noncash contributions included in lines 1a - 1f:$		1g

h Total. Add lines 1a-1f.......		1,385,522

		Business Code
2a	SPONSORSHIPS	900099	6,232,900	6,232,900
b	AGA MANAGEMENT	900099	3,183,284	3,183,284
c	PUBLICATIONS	541800	3,124,970	2,613,581	511,389
d	EDUCATIONAL CONFERENCE	900099	2,971,293	2,971,293
e	DIGESTIVE DISEASE WEEK	900099	2,955,153	2,955,153
f	All other program service revenue.
g	Total. Add lines 2a–2f .....		18,467,600

3 Investment income (including dividends, interest, and othersimilar amounts) ......			2,302,599			2,302,599
4 Income from investment of tax-exempt bond proceeds
5 Royalties...........			7,273,058			7,273,058
			(i) Real	(ii) Personal
6a	Gross rents	6a	118,211
b	Less: rental expenses	6b	0
c	Rental income or (loss)	6c	118,211
d	Net rental income or (loss).......			118,211	118,211
			(i) Securities	(ii) Other
7a	Gross amount from sales of assets other than inventory	7a	40,926,272
b	Less: cost or other basis and sales expenses	7b	38,391,425
c	Gain or (loss)	7c	2,534,847
d	Net gain or (loss).........			2,534,847			2,534,847
8a	Gross income from fundraising events (not including $ of contributions reported on line 1c). See Part IV, line 18 ....
			8a
b	Less: direct expenses ...		8b
c	Net income or (loss) from fundraising events..
9a	Gross income from gaming activities. See Part IV, line 19 ...
			9a
b	Less: direct expenses ...		9b
c	Net income or (loss) from gaming activities..
10a	Gross sales of inventory, less returns and allowances ..
			10a
b	Less: cost of goods sold ..		10b
c	Net income or (loss) from sales of inventory..

Business Code
11a	OTHER INCOME		900099	170,092			170,092
b
c
d	All other revenue ....
e	Total. Add lines 11a–11d ......			170,092
12	Total revenue. See instructions.....			32,251,929	18,074,422	511,389	12,280,596

1	Grants and other assistance to domestic organizations and domestic governments. See Part IV, line 21 ....
2	Grants and other assistance to domestic individuals. See Part IV, line 22 ...........	2,432,300	2,432,300
3	Grants and other assistance to foreign organizations, foreign governments, and foreign individuals. See Part IV, lines 15 and 16. .............	4,000	4,000
4	Benefits paid to or for members .......
5	Compensation of current officers, directors, trustees, and key employees ...........	4,004,414	1,644,416	2,108,235	251,763
6	Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) .........
7	Other salaries and wages........	8,278,704	6,505,380	1,100,262	673,062
8	Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) ....	523,740	398,771	84,342	40,627
9	Other employee benefits .......	744,739	577,061	112,410	55,268
10	Payroll taxes ...........	822,538	553,896	206,688	61,954
11	Fees for services (non-employees):
a	Management ......	213,649	213,649
b	Legal .........	150,255	16,838	128,094	5,323
c	Accounting ...........	100,204		100,204
d	Lobbying ...........
e	Professional fundraising services. See Part IV, line 17
f	Investment management fees ......	225,491		225,491
g	Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O)	4,024,094	2,985,660	965,221	73,213
12	Advertising and promotion ....	492,936	421,158	68,664	3,114
13	Office expenses .......	285,755	122,525	141,836	21,394
14	Information technology ......	894,116	629,105	259,675	5,336
15	Royalties ..
16	Occupancy ...........	322,263	137,487	169,526	15,250
17	Travel ............	926,427	674,857	233,863	17,707
18	Payments of travel or entertainment expenses for any federal, state, or local public officials .
19	Conferences, conventions, and meetings ....	2,523,807	2,192,748	280,225	50,834
20	Interest ...........
21	Payments to affiliates .......
22	Depreciation, depletion, and amortization ..	432,229	184,236	227,620	20,373
23	Insurance ...	116,483		116,483
24	Other expenses. Itemize expenses not covered above (List miscellaneous expenses in line 24e. If line 24e amount exceeds 10% of line 25, column (A) amount, list line 24e expenses on Schedule O.)
a	TAXES	63,860	29,097	30,853	3,910
b	HONORARIA	1,602,850	1,490,629	112,221
c	INVESTIGATOR PAYMENTS	134,875	131,125	3,750
d	TEMP STAFFING	130,213	87,685	32,720	9,808
e	All other expenses	251,438	146,414	90,856	14,168
25	Total functional expenses. Add lines 1 through 24e	29,701,380	21,579,037	6,799,239	1,323,104
26	Joint costs. Complete this line only if the organization reported in column (B) joint costs from a combined educational campaign and fundraising solicitation. Check here if following SOP 98-2 (ASC 958-720).

1	Cash–non-interest-bearing ........			4,317,496	1	2,752,953
2	Savings and temporary cash investments .........			13,115,706	2	7,287,429
3	Pledges and grants receivable, net ......			2,204,286	3	2,102,834
4	Accounts receivable, net .............			3,645,827	4	4,665,887
5	Loans and other receivables from any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons .......
					5
6	Loans and other receivables from other disqualified persons (as defined under section 4958(f)(1)), and persons described in section 4958(c)(3)(B) ...
					6
7	Notes and loans receivable, net ...........				7
8	Inventories for sale or use ............				8
9	Prepaid expenses and deferred charges ......			530,107	9	666,045
10a	Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D	10a	11,832,908
b	Less: accumulated depreciation	10b	7,704,708	4,367,505	10c	4,128,200
11	Investments—publicly traded securities .			65,878,260	11	67,407,055
12	Investments—other securities. See Part IV, line 11 .....			16,752,073	12	21,905,961
13	Investments—program-related. See Part IV, line 11 ..				13
14	Intangible assets ...............				14
15	Other assets. See Part IV, line 11 ...........			883,598	15	1,343,241
16	Total assets. Add lines 1 through 15 (must equal line 33)...			111,694,858	16	112,259,605

17	Accounts payable and accrued expenses .....	3,878,361	17	3,664,221
18	Grants payable ...	4,999,139	18	4,623,700
19	Deferred revenue .........	9,322,136	19	7,674,879
20	Tax-exempt bond liabilities .........		20
21	Escrow or custodial account liability. Complete Part IV of Schedule D		21
22	Loans and other payables to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons .........
			22
23	Secured mortgages and notes payable to unrelated third parties ..		23
24	Unsecured notes and loans payable to unrelated third parties ..		24
25	Other liabilities (including federal income tax, payables to related third parties, and other liabilities not included on lines 17 - 24). Complete Part X of Schedule D	666,845	25	677,451
26	Total liabilities. Add lines 17 through 25..	18,866,481	26	16,640,251

	Organizations that follow FASB ASC 958, check here and complete lines 27, 28, 32, and 33.
27	Net assets without donor restrictions ..........	55,042,043	27	57,998,966
28	Net assets with donor restrictions ...........	37,786,334	28	37,620,388
	Organizations that do not follow FASB ASC 958, check here and complete lines 29 through 33.
29	Capital stock or trust principal, or current funds .....		29
30	Paid-in or capital surplus, or land, building or equipment fund ...		30
31	Retained earnings, endowment, accumulated income, or other funds		31
32	Total net assets or fund balances ...........	92,828,377	32	95,619,354
33	Total liabilities and net assets/fund balances ........	111,694,858	33	112,259,605

1	Was the organization a U.S. transferor of property to a foreign corporation during the tax year? If "Yes," the organization may be required to file Form 926, Return by a U.S. Transferor of Property to a Foreign Corporation (see Instructions for Form 926). . . . . . . . . . . . . . . . . . . . . . . . . . . . . .	Yes	No
2	Did the organization have an interest in a foreign trust during the tax year? If "Yes," the organization may be required to separately file Form 3520, Annual Return to Report Transactions with Foreign Trusts and Receipt of Certain Foreign Gifts, and/or Form 3520-A, Annual Information Return of Foreign Trust With a U.S. Owner (see Instructions for Forms 3520 and 3520-A; don't file with Form 990). . . . . . . . . . . . . . . . . . . . . . . .	Yes	No
3	Did the organization have an ownership interest in a foreign corporation during the tax year? If "Yes," the organization may be required to file Form 5471, Information Return of U.S. Persons with Respect to Certain Foreign Corporations. (see Instructions for Form 5471). . . . . . . . . . . . . . . . . . . . . . . . . . . .	Yes	No
4	Was the organization a direct or indirect shareholder of a passive foreign investment company or a qualified electing fund during the tax year? If “Yes,” the organization may be required to file Form 8621, Information Return by a Shareholder of a Passive Foreign Investment Company or Qualified Electing Fund. (see Instructions for Form 8621) .	Yes	No
5	Did the organization have an ownership interest in a foreign partnership during the tax year? If "Yes," the organization may be required to file Form 8865, Return of U.S. Persons with Respect to Certain Foreign Partnerships (see Instructions for Form 8865). . . . . . . . . . . . . . . . . . . . . . . . . . . . . .	Yes	No
6	Did the organization have any operations in or related to any boycotting countries during the tax year? If "Yes," the organization may be required to separately file Form 5713, International Boycott Report (see Instructions for Form 5713; don't file with Form 990).. . . . . . . . . . . . . . . . . . . . . . . . . . . .	Yes	No