2024-08-21T08:35:15-05:00 2023-12-31 410746749 CLIFTONLARSONALLEN LLP 2021 SPRING ROAD SUITE 200 OAK BROOK IL 60523 990 2023-01-01 561196918 THORACIC SURGERY DIRECTORS ASSOCIATION THOR 3122025854 633 N SAINT CLAIR STREET 2100 CHICAGO IL 60611 JONATHAN NESBITT MD TREASURER 3122025854 2024-08-18 1 0 MELISSA STRUCK P01310867 6305738600 2024-08-18 2023 2024-08-08 14:25:15Z JONATHAN NESBITT MD 633 N SAINT CLAIR STREET 2100 CHICAGO IL 60611 472169 0 X WWW.TSDA.ORG X 1978 IL TO PROVIDE RESOURCES AND NETWORKING OPPORTUNITIES FOR PROGRAM DIRECTORS AND PROGRAM COORDINATORS, AND SUPPLEMENTAL CURRICULUM MATERIALS AND RESOURCES FOR MEMBERS. 9 9 0 131 0 0 29525 21000 335625 349124 -2154 25049 51109 58868 414105 454041 19822 6092 0 0 0 0 0 0 0 360211 339911 380033 346003 34072 108038 1133971 1377916 1069 15539 1132902 1362377 TO PROVIDE RESOURCES AND NETWORKING OPPORTUNITIES FOR PROGRAM DIRECTORS AND PROGRAM COORDINATORS, AND SUPPLEMENTAL CURRICULUM MATERIALS AND RESOURCES FOR GENERAL SURGERY AND CARDIOTHORACIC SURGERY RESIDENTS. 0 0 61698 204524 IN-TRAINING EXAM FOR THORACIC SURGERY RESIDENTS. 45002 5592 38048 THORACIC 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. 144600 MEMBERSHIP DUES 1704 500 1704 500 108404 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 3 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 9 9 0 1 0 0 1 1 1 1 1 0 0 1 1 1 1 0 0 0 0 0 IL X THE ORGANIZATION 3122025854 633 N SAINT CLAIR STREET 2100 CHICAGO IL 60611 X DAVID COOKE MD PRESIDENT (AS OF MAY 2023) 2.00 X X 0 0 0 ANDREA J CARPENTER MD PRESIDENT (UNTIL MAY 2023) 1.00 X X 0 0 0 STEPHEN YANG MD PRESIDENT-ELECT (AS OF MAY 2023) 2.00 X X 0 0 0 DAVID COOKE MD PRESIDENT-ELECT (UNTIL MAY 2023) 1.00 X X 0 0 0 JON NESBITT MD SECRETARY/TREASURER 3.00 X X 0 0 0 ANDREA J CARPENTER MD IMMED PAST PRESIDENT (AS OF MAY 2023) 0.50 X X 0 0 0 ARA VAPORCIYAN MD IMMED PAST PRESIDENT (UNTIL MAY 2023) 0.50 X X 0 0 0 STEPHANIE FULLER MD CONGENITAL CARDIAC SURGERY FELLOWSHIP COMMITTEE CH 0.50 X 0 0 0 AHMET KILIC MD EARLY SPECIALIZATION COMMITTEE CHAIR 0.50 X 0 0 0 RITA MILEWSKI MD COUNCILOR 0.50 X 0 0 0 TOM VARGHESE MD COUNCILOR 0.50 X 0 0 0 SHARI MEYERSON MD COUNCILOR 0.50 X 0 0 0 ADAM DOTY EXECUTIVE DIRECTOR 18.00 X 0 0 0 0 0 0 0 0 0 0 THE SOCIETY OF THORACIC SURGEONS 633 NORTH SAINT CLAIR STREET SUITE CHICAGO IL 60611 MANAGEMENT SERVICES 220000 1 21000 21000 EXAM FEES 900099 204524 204524 MEMBERSHIP 900099 144600 144600 349124 24364 24364 38048 38048 18813 18128 685 685 685 MISCELLANEOUS REVENUE 900099 20820 20820 20820 454041 387172 0 45869 X 6092 6092 220000 46429 173571 14731 14731 5330 5330 42549 29649 12900 2298 506 1792 2312 2312 45676 21130 24546 4584 4129 455 2131 469 1662 MEMBERSHIP AND CONTRIBU 250 250 MISCELLANEOUS EXPENSE 50 50 346003 108404 237599 0 219579 349728 25567 21854 9475 5855 27379 10254 93232 77262 17584 15970 834387 974255 1133971 1377916 69 15539 1000 1069 15539 X 992331 1211661 140571 150716 1132902 1362377 1133971 1377916 108038 121437 0 X X 0 1 X 1 0 X 125424 30270 32180 29525 21000 238399 381034 301213 326761 380304 387172 1776484 506458 331483 358941 409829 408172 2014883 59224 8760 18780 2925 89689 0 59224 8760 18780 2925 89689 1925194 21734 19291 27982 24810 24364 118181 21734 19291 27982 24810 24364 118181 2591 5880 8235 6430 20820 43956 530783 356654 395158 441069 453356 2177020 0.88430 0.88840 0.05430 0.05490 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 95003 14074 5592 103485 132859 -18534 19322 95003 108134 15000 11748 2023 132859 99955 8179 108134 92867 14204 7116 99955 1.00000 0 0 93232 77262 15970 15970 X 570148 121437 121437 448711 5330 5330 454041 340673 0 340673 5330 5330 346003 PART X, LINE 2: TSDA 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. 1 TSRA GLOBAL OUTREACH FELLOWSHIP 2 5592 WILCOX AWARD 1 500 PART I, LINE 2: THE 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. FORM 990, PART VI, SECTION A, LINE 3 PER 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 6 THE 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 7A THE MEMBERS OF TSDA PARTICIPATE IN THE ELECTION OF OFFICERS. FORM 990, PART VI, SECTION A, LINE 7B THE 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 11B THE 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 12C OFFICERS, 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 19 AVAILABLE UPON REQUEST FORM 990, PART IX, LINE 11G WEBSITE 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.