Society of American Gastrointestinal and Endoscopic Surgeons Inc

Nonprofit profile at a glance

EIN
521219359
IRS 990 coverage
2014–2024
Forms available
Form 990 2024
Location
Encino, CA, USA
Phone
3104370544
Rating confidence
Limited

Reported finances

Revenue
$11,188,941
Expenses
$10,437,215
Assets
$14,984,439
Liabilities
$1,217,179

Source: IRS Form 990. Selected filing: tax year 2024. Amounts in USD.

Leadership & pay

59 people listed

Executive titles in this filing

  • BRENT MATTHEWS (PRESIDENT)
  • DANA TELEM (PRESIDENT-ELECT)
  • CHRISTOPHER SCHLACHTA (IMMEDIATE PAST PRESIDENT)
  • CAITLIN HALBERT (1ST VICE PRESIDENT)
  • ARCHANA RAMASWAMY (2ND VICE PRESIDENT)
  • SALLIE MATTHEWS (EXECUTIVE DIRECTOR)

People named in this filing

  • BRENT MATTHEWS (PRESIDENT)
  • DANA TELEM (PRESIDENT-ELECT)
  • CHRISTOPHER SCHLACHTA (IMMEDIATE PAST PRESIDENT)

Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.

Source: IRS Form 990. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

To improve the quality of patient care through high quality education, research, innovation and leadership principally in gastrointestinal and endoscopic surgery.

What it reported doing in 2024

Training programs provided for physicians and hospitals as well as training videos made available for sale. Sages educational activities offered on website to the public.

Operating model

Revenue model
Other-operating. 68% of the money available for current operations came from other operating revenue.
Distribution model
Cannot be determined from the filing. The filing does not provide enough consistent spending detail to tell whether the nonprofit works directly or through others.

The verdict

- The available evidence is not sufficient to produce an overall rating for this filing. This is not a warning sign.

Rating breakdown

  • Financial Efficiency: NotEnoughData
  • Transparency & Controls: 76
  • Accountability: 76
  • Sustainability: 63
  • Growth: 100

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: Limited
  • Program expense ratio: Limited
  • Fundraising efficiency: Limited

Transparency & Controls

  • Consistency checks: 87.5%; rating input score 88; 2nd percentile among comparable filings
  • Pay-setting controls: Limited
  • Foreign activity oversight: 1 of 8 controls in place; rating input score 12
    • Claims monitoring procedures: Pass
    • Requires narrative reports: Limited
    • Conducts field audits: Limited
    • May suspend future funding: Limited
    • Requires financial reports: Limited
    • Conducts site visits: Limited
    • Requires grant agreements: Limited
    • May require repayment: Limited
  • Grant itemization coverage: 94.7%; rating input score 95; 24th percentile among comparable filings
  • Major donor itemization: Yes; rating input score 100
  • Related-party transparency: Yes; rating input score 100

Accountability

  • Independent voting board: 100%; rating input score 100; 66th percentile among comparable filings
  • Governance controls: 3 of 7 controls in place; rating input score 43
    • Conflict-of-interest policy: Pass
    • Whistleblower policy: Fail
    • Document-retention policy: Fail
    • CEO compensation review process: NotApplicable
    • Other executive compensation review process: NotApplicable
    • Form 990 shared with the board: Pass
    • Board meeting minutes documented: Pass
    • Audit committee oversight: Missing
    • Independent financial-statement audit: Fail

Sustainability

  • Operating margin: 6.7%; rating input score 59; 59th percentile among comparable filings
  • Total-asset coverage ratio: 1.44; rating input score 49; 49th percentile among comparable filings
  • Liabilities to assets ratio: 0.08; rating input score 77; 77th percentile among comparable filings
  • Officer compensation ratio: 0%; rating input score 96; 96th percentile among comparable filings

Growth

  • Program expense growth: 5.3% per year; rating input score 100; 44th percentile among comparable filings
  • Revenue growth: 3.6% per year; rating input score 100; 30th percentile among comparable filings
  • Asset growth: 6% per year; rating input score 100; 42nd percentile among comparable filings

Details

  • Where the money goes: Financial trends and filed revenue, expense, asset, and liability detail
  • Governance: 44 of 44 board members independent · 3 of 7 filing controls reported
  • Programs: 3 filed program accomplishments
  • Leadership: top reported pay $0 · 59 people listed
  • Highest-paid contractors: 3 contractors listed · $5.3M reported
  • Consistency: 12 of 13 current checks pass · 1 finding to review
  • Schedules: 7 filed schedules · includes major donors, foreign activity, grants, and related organizations
  • Filing history: 11 filing years from 2014 to 2024
  • Contacts: How to reach this organization
  • Money network: 13 filed money-flow records
  • Related organizations: 7 filed related-organization links
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

  • Moderate — Accountability: Governance controls: 3 of 6 not reported.
  • Review — Transparency & Controls: Domestic grant itemization did not reconcile in the filed values.
  • Review — Sustainability: Operating margin scored 59/100.
  • Moderate — Sustainability: Total-asset coverage ratio scored 49/100.