FURP.ORG / PUBLIC DATA EXPLORER

THORACIC SURGERY DIRECTORS ASSOCIATION: Form 990, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
THORACIC SURGERY DIRECTORS ASSOCIATION (EIN 56-1196918)
Tax period
2023-01-01 to 2023-12-31
Filed
2024-08-21
IRS object ID
202442349349300209
Schema version
2023v5.1
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2024-08-21T08:35:15-05:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN410746749PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CLIFTONLARSONALLEN LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line12021 SPRING ROAD SUITE 200AddressLine1Txt
CityOAK BROOKCityNm
State AbbreviationILStateAbbreviationCd
ZIP60523ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2023-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN561196918EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THORACIC SURGERY DIRECTORS ASSOCIATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlTHORBusinessNameControlTxt
Phone3122025854PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1633 N SAINT CLAIR STREET 2100AddressLine1Txt
CityCHICAGOCityNm
State AbbreviationILStateAbbreviationCd
ZIP60611ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJONATHAN NESBITT MDPersonNm
Person TitleTREASURERPersonTitleTxt
Phone3122025854PhoneNum
Signature2024-08-18SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMELISSA STRUCKPreparerPersonNm
PTINP01310867PTIN
Phone6305738600PhoneNum
Preparation2024-08-18PreparationDt
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2024-08-08 14:25:15ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerJONATHAN NESBITT MDPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1633 N SAINT CLAIR STREET 2100AddressLine1Txt
CityCHICAGOCityNm
State AbbreviationILStateAbbreviationCd
ZIP60611ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$472,169GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.TSDA.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1978FormationYr
Legal Domicile StateILLegalDomicileStateCd
Activity Or MissionTO PROVIDE RESOURCES AND NETWORKING OPPORTUNITIES FOR PROGRAM DIRECTORS AND PROGRAM COORDINATORS, AND SUPPLEMENTAL CURRICULUM MATERIALS AND RESOURCES FOR MEMBERS.ActivityOrMissionDesc
Voting Members Governing Body9VotingMembersGoverningBodyCnt
Voting Members Independent9VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers131TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$29,525PYContributionsGrantsAmt
CY Contributions Grants$21,000CYContributionsGrantsAmt
PY Program Service Revenue$335,625PYProgramServiceRevenueAmt
CY Program Service Revenue$349,124CYProgramServiceRevenueAmt
PY Investment Income-$2,154PYInvestmentIncomeAmt
CY Investment Income$25,049CYInvestmentIncomeAmt
PY Other Revenue$51,109PYOtherRevenueAmt
CY Other Revenue$58,868CYOtherRevenueAmt
PY Total Revenue$414,105PYTotalRevenueAmt
CY Total Revenue$454,041CYTotalRevenueAmt
PY Grants And Similar Paid$19,822PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$6,092CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$0PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$0CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$360,211PYOtherExpensesAmt
CY Other Expenses$339,911CYOtherExpensesAmt
PY Total Expenses$380,033PYTotalExpensesAmt
CY Total Expenses$346,003CYTotalExpensesAmt
PY Revenues Less Expenses$34,072PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$108,038CYRevenuesLessExpensesAmt
Total Assets BOY$1,133,971TotalAssetsBOYAmt
Total Assets EOY$1,377,916TotalAssetsEOYAmt
Total Liabilities BOY$1,069TotalLiabilitiesBOYAmt
Total Liabilities EOY$15,539TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$1,132,902NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$1,362,377NetAssetsOrFundBalancesEOYAmt
MissionTO PROVIDE RESOURCES AND NETWORKING OPPORTUNITIES FOR PROGRAM DIRECTORS AND PROGRAM COORDINATORS, AND SUPPLEMENTAL CURRICULUM MATERIALS AND RESOURCES FOR GENERAL SURGERY AND CARDIOTHORACIC SURGERY RESIDENTS.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$61,698ExpenseAmt
Revenue$204,524RevenueAmt
DescIN-TRAINING EXAM FOR THORACIC SURGERY RESIDENTS.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$45,002ExpenseAmt
Grant$5,592GrantAmt
Revenue$38,048RevenueAmt
DescTHORACIC SURGERY RESIDENTS ASSOCIATION (TSRA) OFFERS VARIOUS RESOURCES AND INFORMATION FOR MEDICAL STUDENTS, GENERAL SURGERY RESIDENTS, AND CARDIOTHORACIC SURGERY RESIDENTS AND FELLOWS INTERESTED IN CARDIOTHORACIC SURGERY EDUCATION OR ENROLLED IN A CARDIOTHORACIC SURGERY RESIDENCY OR FELLOWSHIP.Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Revenue$144,600RevenueAmt
DescMEMBERSHIP DUESDesc

Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp

FieldValueIRS element (for citing)
Expense$1,704ExpenseAmt
Grant$500GrantAmt
FieldValueIRS element (for citing)
Total Other Prog Srvc Expense$1,704TotalOtherProgSrvcExpenseAmt
Total Other Prog Srvc Grant$500TotalOtherProgSrvcGrantAmt
Total Program Service Expenses$108,404TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi EndowmentsYes (1)DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other Liabilities0ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To Organizations0GrantsToOrganizationsInd
Grants To IndividualsYes (1)GrantsToIndividualsInd
Schedule J Required0ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related Entity0RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document3IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee0EmployeeCnt
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members9GoverningBodyVotingMembersCnt
Independent Voting Member9IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesYes (1)DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or StockholdersYes (1)MembersOrStockholdersInd
Election Of Board MembersYes (1)ElectionOfBoardMembersInd
Decisions Subject To ApprovaYes (1)DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower Policy0WhistleblowerPolicyInd
Document Retention Policy0DocumentRetentionPolicyInd
Compensation Process CEO0CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldILStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE ORGANIZATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone3122025854PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1633 N SAINT CLAIR STREET 2100AddressLine1Txt
CityCHICAGOCityNm
State AbbreviationILStateAbbreviationCd
ZIP60611ZIPCd
FieldValueIRS element (for citing)
No Listed Persons CompensatedYes (X)NoListedPersonsCompensatedInd

Form990 Part VII Section A Form990PartVIISectionAGrp (13 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
DAVID COOKE MD
PRESIDENT (AS OF MAY 2023)2.00Yes (X)Yes (X)$0$0$0
ANDREA J CARPENTER MD
PRESIDENT (UNTIL MAY 2023)1.00Yes (X)Yes (X)$0$0$0
STEPHEN YANG MD
PRESIDENT-ELECT (AS OF MAY 2023)2.00Yes (X)Yes (X)$0$0$0
DAVID COOKE MD
PRESIDENT-ELECT (UNTIL MAY 2023)1.00Yes (X)Yes (X)$0$0$0
JON NESBITT MD
SECRETARY/TREASURER3.00Yes (X)Yes (X)$0$0$0
ANDREA J CARPENTER MD
IMMED PAST PRESIDENT (AS OF MAY 2023)0.50Yes (X)Yes (X)$0$0$0
ARA VAPORCIYAN MD
IMMED PAST PRESIDENT (UNTIL MAY 2023)0.50Yes (X)Yes (X)$0$0$0
STEPHANIE FULLER MD
CONGENITAL CARDIAC SURGERY FELLOWSHIP COMMITTEE CH0.50Yes (X)$0$0$0
AHMET KILIC MD
EARLY SPECIALIZATION COMMITTEE CHAIR0.50Yes (X)$0$0$0
RITA MILEWSKI MD
COUNCILOR0.50Yes (X)$0$0$0
TOM VARGHESE MD
COUNCILOR0.50Yes (X)$0$0$0
SHARI MEYERSON MD
COUNCILOR0.50Yes (X)$0$0$0
ADAM DOTY
EXECUTIVE DIRECTOR18.00Yes (X)$0$0$0
FieldValueIRS element (for citing)
Total Reportable Comp From Org$0TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$0TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K0TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp

Contractor Name ContractorName

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE SOCIETY OF THORACIC SURGEONSBusinessNameLine1Txt

Contractor Address ContractorAddress

US Address USAddress

FieldValueIRS element (for citing)
Address Line1633 NORTH SAINT CLAIR STREET SUITEAddressLine1Txt
CityCHICAGOCityNm
State AbbreviationILStateAbbreviationCd
ZIP60611ZIPCd
FieldValueIRS element (for citing)
ServicesMANAGEMENT SERVICESServicesDesc
Compensation$220,000CompensationAmt
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K1CntrctRcvdGreaterThan100KCnt
All Other Contributions$21,000AllOtherContributionsAmt
Total Contributions$21,000TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (2 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
EXAM FEES900099$204,524$204,524
MEMBERSHIP900099$144,600$144,600
FieldValueIRS element (for citing)
Total Program Service Revenue$349,124TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$24,364TotalRevenueColumnAmt
Exclusion$24,364ExclusionAmt

Royalties Revenue RoyaltiesRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$38,048TotalRevenueColumnAmt
Related Or Exempt Func Income$38,048RelatedOrExemptFuncIncomeAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$18,813SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$18,128SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$685SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$685TotalRevenueColumnAmt
Exclusion$685ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescMISCELLANEOUS REVENUEDesc
Business900099BusinessCd
Total Revenue Column$20,820TotalRevenueColumnAmt
Exclusion$20,820ExclusionAmt
FieldValueIRS element (for citing)
Other Revenue Total$20,820OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$454,041TotalRevenueColumnAmt
Related Or Exempt Func Income$387,172RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$45,869ExclusionAmt
FieldValueIRS element (for citing)
Info In Schedule O Part IXYes (X)InfoInScheduleOPartIXInd

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$6,092TotalAmt
Program Services$6,092ProgramServicesAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$220,000TotalAmt
Program Services$46,429ProgramServicesAmt
Management And General$173,571ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$14,731TotalAmt
Management And General$14,731ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$5,330TotalAmt
Management And General$5,330ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$42,549TotalAmt
Program Services$29,649ProgramServicesAmt
Management And General$12,900ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$2,298TotalAmt
Program Services$506ProgramServicesAmt
Management And General$1,792ManagementAndGeneralAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$2,312TotalAmt
Management And General$2,312ManagementAndGeneralAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$45,676TotalAmt
Program Services$21,130ProgramServicesAmt
Management And General$24,546ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$4,584TotalAmt
Program Services$4,129ProgramServicesAmt
Management And General$455ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$2,131TotalAmt
Program Services$469ProgramServicesAmt
Management And General$1,662ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (2 entries)

DescDescTotalTotalAmtManagement And GeneralManagementAndGeneralAmt
MEMBERSHIP AND CONTRIBU$250$250
MISCELLANEOUS EXPENSE$50$50

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$346,003TotalAmt
Program Services$108,404ProgramServicesAmt
Management And General$237,599ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$219,579BOYAmt
EOY$349,728EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$25,567BOYAmt
EOY$21,854EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$9,475BOYAmt
EOY$5,855EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$27,379BOYAmt
EOY$10,254EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$93,232LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$77,262LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$17,584BOYAmt
EOY$15,970EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$834,387BOYAmt
EOY$974,255EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$1,133,971BOYAmt
EOY$1,377,916EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$69BOYAmt
EOY$15,539EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$1,000BOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$1,069BOYAmt
EOY$15,539EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$992,331BOYAmt
EOY$1,211,661EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$140,571BOYAmt
EOY$150,716EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$1,132,902BOYAmt
EOY$1,362,377EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$1,133,971BOYAmt
EOY$1,377,916EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$108,038ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$121,437NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Info In Schedule O Part XIIYes (X)InfoInScheduleOPartXIIInd
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Publicly Supported Org509a2Yes (X)PubliclySupportedOrg509a2Ind

Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$125,424CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$30,270CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$32,180CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$29,525CurrentTaxYearMinus1YearAmt
Current Tax Year$21,000CurrentTaxYearAmt
Total$238,399TotalAmt

Gross Receipts Admissions GrossReceiptsAdmissionsGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$381,034CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$301,213CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$326,761CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$380,304CurrentTaxYearMinus1YearAmt
Current Tax Year$387,172CurrentTaxYearAmt
Total$1,776,484TotalAmt

Total509 Total509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$506,458CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$331,483CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$358,941CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$409,829CurrentTaxYearMinus1YearAmt
Current Tax Year$408,172CurrentTaxYearAmt
Total$2,014,883TotalAmt

Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$59,224CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$8,760CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$18,780CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$2,925CurrentTaxYearMinus1YearAmt
Total$89,689TotalAmt

Substantial Contributors Amt SubstantialContributorsAmtGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$59,224CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$8,760CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$18,780CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$2,925CurrentTaxYearMinus1YearAmt
Total$89,689TotalAmt
FieldValueIRS element (for citing)
Public Support Total509$1,925,194PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$21,734CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$19,291CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$27,982CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$24,810CurrentTaxYearMinus1YearAmt
Current Tax Year$24,364CurrentTaxYearAmt
Total$118,181TotalAmt

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$21,734CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$19,291CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$27,982CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$24,810CurrentTaxYearMinus1YearAmt
Current Tax Year$24,364CurrentTaxYearAmt
Total$118,181TotalAmt

Other Income509 OtherIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$2,591CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$5,880CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$8,235CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$6,430CurrentTaxYearMinus1YearAmt
Current Tax Year$20,820CurrentTaxYearAmt
Total$43,956TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$530,783CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$356,654CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$395,158CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$441,069CurrentTaxYearMinus1YearAmt
Current Tax Year$453,356CurrentTaxYearAmt
Total$2,177,020TotalAmt
FieldValueIRS element (for citing)
Public Support CY5090.88430PublicSupportCY509Pct
Public Support PY5090.88840PublicSupportPY509Pct
Investment Income CY0.05430InvestmentIncomeCYPct
Investment Income PY0.05490InvestmentIncomePYPct
Thirty Thr Pct Suprt Tests CY509Yes (X)ThirtyThrPctSuprtTestsCY509Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$95,003BeginningYearBalanceAmt
Investment Earnings Or Losses$14,074InvestmentEarningsOrLossesAmt
Grants Or Scholarships$5,592GrantsOrScholarshipsAmt
End Year Balance$103,485EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$132,859BeginningYearBalanceAmt
Investment Earnings Or Losses-$18,534InvestmentEarningsOrLossesAmt
Grants Or Scholarships$19,322GrantsOrScholarshipsAmt
End Year Balance$95,003EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$108,134BeginningYearBalanceAmt
Contributions$15,000ContributionsAmt
Investment Earnings Or Losses$11,748InvestmentEarningsOrLossesAmt
Grants Or Scholarships$2,023GrantsOrScholarshipsAmt
End Year Balance$132,859EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$99,955BeginningYearBalanceAmt
Investment Earnings Or Losses$8,179InvestmentEarningsOrLossesAmt
End Year Balance$108,134EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$92,867BeginningYearBalanceAmt
Investment Earnings Or Losses$14,204InvestmentEarningsOrLossesAmt
Grants Or Scholarships$7,116GrantsOrScholarshipsAmt
End Year Balance$99,955EndYearBalanceAmt
FieldValueIRS element (for citing)
Term Endowment Balance EOY1.00000TermEndowmentBalanceEOYPct
Endowments Held Unrelated Org0EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org0EndowmentsHeldRelatedOrgInd

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$93,232OtherCostOrOtherBasisAmt
Depreciation$77,262DepreciationAmt
Book Value$15,970BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$15,970TotalBookValueLandBuildingsAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$570,148TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$121,437NetUnrealizedGainsInvstAmt
Revenue Not Reported$121,437RevenueNotReportedAmt
Revenue Subtotal$448,711RevenueSubtotalAmt
Investment Expenses Not Incld$5,330InvestmentExpensesNotIncldAmt
Revenue Not Reported Fincl Stmt$5,330RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$454,041TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$340,673TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$340,673ExpensesSubtotalAmt
Investment Expenses Not Incld2$5,330InvestmentExpensesNotIncld2Amt
Expenses Not Rpt Fincl Stmt$5,330ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$346,003TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART X, LINE 2:FormAndLineReferenceDesc
ExplanationTSDA QUALIFIES AS AN EXEMPT ORGANIZATION UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. IN ADDITION, TSDA QUALIFIES FOR THE CHARITABLE CONTRIBUTION DEDUCTION UNDER SECTION 170(B)(1)A) AND HAS BEEN CLASSIFED AS AN ORGANIZATION THAT IS NOT A PRIVATE FOUNDATION UNDER SECTION 509(A)(2). TSDA IS LIABLE FOR TAXES ON ANY UNRELATED BUSINESS NET INCOME. NO LIABILITY WAS CONSIDERED NECESSARY AS OF DECEMBER 31, 2023 AND 2022. TSDA FOLLOWS THE REQUIREMENTS FOR ACCOUNTING FOR UNCERTAIN TAX POSITIONS. TSDA HAS DETERMINED THAT IT IS NOT REQUIRED TO RECORD A LIABILITY RELATED TO UNCERTAIN TAX POSITIONS AS OF DECEMBER 31, 2023 AND 2022.ExplanationTxt

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (2 entries)

Grant TypeGrantTypeTxtRecipientRecipientCntCash GrantCashGrantAmt
TSRA GLOBAL OUTREACH FELLOWSHIP2$5,592
WILCOX AWARD1$500

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 2:FormAndLineReferenceDesc
ExplanationTHE TSDA EXECUTIVE COMMITTEE SELECTS THE RECIPIENT AND THE FUNDS AWARDED ARE INCLUDED IN THE TSDA BUDGET, WHICH IS APPROVED BY THE TSDA EXECUTIVE COMMITTEE. ALL AWARDS HAVE A SET OF ELIGIBILITY CRITERIA WHICH ALL APPLICANTS ARE EXPECTED TO POSSESS. ALL FINALIST APPLICATIONS ARE REVIEWED BY THE EXECUTIVE COMMITTEE WHO ENSURES FINALISTS ARE ELIGIBLE TO RECEIVE THE AWARD BEFORE AN AWARD IS GIVEN.ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (9 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 3PER A MANAGEMENT AGREEMENT BETWEEN BOTH PARTIES, TSDA HAS RETAINED THE SOCIETY OF THORACIC SURGEONS (STS) TO PROVIDE ADMINISTRATIVE MANAGEMENT SERVICES AND TO PERFORM SUCH OTHER DUTIES AND SERVICES AS MAY BE ENTRUSTED TO STS BY TSDA IN ACCORDANCE WITH TSDA'S BYLAWS, ARTICLES OF INCORPORATION, RULES AND REGULATIONS AND BUDGET. THE STS OFFICE SERVES AS THE HEADQUARTERS FOR TSDA. THE EMPLOYEES OF STS PROVIDE THESE SERVICES.
FORM 990, PART VI, SECTION A, LINE 6THE ASSOCIATION HAS MEMBERS. THERE ARE FOUR TYPES OF MEMBERSHIP: DIRECTOR, ASSOCIATE, EMERITUS, AND HONORARY. EACH DIRECTOR OF AN APPROVED THORACIC SURGERY RESIDENCY PROGRAM OR THORACIC SURGERY SUBSPECIALTY PROGRAM IS ELIGIBLE FOR MEMBERSHIP IN TSDA. A DIRECTOR MEMBER IS EXPECTED TO PARTICIPATE IN TSDA DELIBERATIONS AND ENDEAVORS, INCLUDING A UNIFORM MATCHING PROGRAM FOR RESIDENT SELECTION AS SPECIFIED IN THE TSDA POLICIES AND PROCEDURES MANUAL. DIRECTOR MEMBER STATUS SHALL BE APPROVED BY THE EXECUTIVE COMMITTEE. DIRECTOR MEMBERS HAVE THE RIGHT TO VOTE ON ALL MATTERS BROUGHT BEFORE THE MEMBERSHIP AND SHALL BE ELIGIBLE FOR ELECTION TO OFFICE AND TO THE EXECUTIVE COMMITTEE. DIRECTOR MEMBERS MAY ALSO SERVE ON OTHER TEMPORARY OR STANDING COMMITTEES. ASSOCIATE MEMBER STATUS SHALL BE APPROVED BY THE EXECUTIVE COMMITTEE. SUCH MEMBERSHIP IS AVAILABLE TO (1) FACULTY MEMBERS SPONSORED BY A DIRECTOR SUCH SPONSORSHIP IS LIMITED TO TWO ASSOCIATE MEMBERS PER APPROVED PROGRAM; (2) DIRECTORS OF APPROVED CANADIAN RESIDENCY PROGRAMS IN CARDIAC OR GENERAL THORACIC SURGERY; AND (3) DIRECTOR OF PROGRAMS WHO APPROVED STATUS IS WITHDRAWN BY THE RRC. ASSOCIATE MEMBERS MAY ATTEND MEETINGS, RECEIVE PUBLICATIONS OF THE TSDA, AND SERVE ON TEMPORARY OR STANDING COMMITTEES. ASSOCIATE PROGRAM DIRECTORS WHOSE PROGRAMS HAVE LOST ACCREDITATION ARE NOT ELIGIBLE TO HOLD OFFICE, SERVE ON THE EXECUTIVE COMMITTEE, OR VOTE ON THE DELIBERATIONS OF TSDA. ASSOCIATE MEMBERSHIPS WILL BE REVIEWED BY THE EXECUTIVE COMMITTEE EVERY THREE YEARS TO DETERMINE WHETHER THEY SHOULD BE RENEWED. IF A MEMBER OF TSDA CEASES TO BE A PROGRAM DIRECTOR AFTER 10 OR MORE YEARS OF SERVICE, HE/SHE MAY PETITION THE EXECUTIVE COMMITTEE FOR CONTINUED MEMBERSHIP AS A NON-VOTING AND NON-DUES PAYING MEMBER. MEMBERS EMERITUS ARE ELIGIBLE FOR SERVICE ON TEMPORARY OR STANDING COMMITTEES OR IN ANY OTHER CAPACITY AND REMAIN MEMBERS EMERITUS AT THE DISCRETION OF THE EXECUTIVE COMMITTEE. HONORARY MEMBERSHIP IS RESERVED FOR PERSONS OF EXTRAORDINARY SERVICE TO THORACIC SURGERY EDUCATION. UPON UNANIMOUS RECOMMENDATION OF THE EXECUTIVE COMMITTEE, HONORARY MEMBERS SHALL BE ELECTED BY AT LEAST A 75% VOTE OF THE DIRECTOR MEMBERSHIP.
FORM 990, PART VI, SECTION A, LINE 7ATHE MEMBERS OF TSDA PARTICIPATE IN THE ELECTION OF OFFICERS.
FORM 990, PART VI, SECTION A, LINE 7BTHE MEMBERS OF TSDA CAN VOTE ON BYLAW CHANGES, APPROVE NEW MEMBERS AND THE SLATE OF NOMINATIONS FOR OFFICERS.
FORM 990, PART VI, SECTION B, LINE 11BTHE ORGANIZATION RETAINED THE SERVICES OF AN INDEPENDENT CPA FIRM TO PREPARE ITS FORM 990. MANAGEMENT REVIEWED THE COMPLETED FORM 990 AND PROVIDED A FULL COPY TO ALL VOTING MEMBERS OF THE ORGANIZATION'S EXECUTIVE COMMITTEE (IE, THE GOVERNING BODY). THE VOTING MEMBERS OF THE GOVERNING BODY WERE GIVEN A REASONABLE AMOUNT OF TIME TO REVIEW THE RETURN AND ASK ANY QUESTIONS DIRECTLY TO MANAGEMENT.
FORM 990, PART VI, SECTION B, LINE 12COFFICERS, KEY EMPLOYEES, AND OTHERS ARE ANNUALLY REQUIRED TO COMPLETE A CONFLICT OF INTEREST DISCLOSURE STATEMENT AS A REQUIREMENT OF SERVICE. THE STATEMENT ON TSDA DISCLOSURE POLICY AND GUIDELINES REGARDING CONFLICTS OF INTERESTS IS READ AT THE BEGINNING OF EVERY EXECUTIVE COMMITTEE, COMMITTEE, COUNCIL OPERATING BOARD, AND WORKFORCE MEETING. IF A CONFLICT OF INTEREST OR THE APPEARANCE OF A CONFLICT OF INTEREST EXISTS, THE PERSON WITH SUCH CONFLICT MUST DISCLOSE THE RELATIONSHIP AND REFRAIN FROM VOTING ON THE MATTER. IF THE NATURE OF THE RELATIONSHIP SUGGESTS THAT HIS OR HER PRESENCE MAY BE DETRIMENTAL TO THE DISCUSSION, HE OR SHE MUST EXIT THE MEETING. THE MEETING CHAIR MAKES THE FINAL DETERMINATION AS TO THE APPROPRIATE ACTION.
FORM 990, PART VI, SECTION C, LINE 19AVAILABLE UPON REQUEST
FORM 990, PART IX, LINE 11GWEBSITE USAGE: PROGRAM SERVICE EXPENSES 21,531. MANAGEMENT AND GENERAL EXPENSES 7,599. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 29,130. OTHER PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 8,118. MANAGEMENT AND GENERAL EXPENSES 5,301. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 13,419.
FORM 990, PART XII, LINE 2C:THE PROCESS OF ASSUMING OVERSIGHT RESPONSIBILITY FOR THE SELECTION OF INDEPENDENT ACCOUNTANTS HAS NOT CHANGED FROM THE PRIOR YEAR.