SOCIETY OF THORACIC SURGEONS: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- SOCIETY OF THORACIC SURGEONS (EIN 36-3022713)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-13
- IRS object ID
- 202403189349307355
- 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
- Form 990
- Schedule B
- Schedule C
- Schedule D
- Schedule F
- Schedule I
- Schedule J
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-13T13:29:06-06:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 381357951 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PLANTE & MORAN PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10 S RIVERSIDE PLAZA 9TH FLOOR | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60606 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 363022713 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE SOCIETY OF THORACIC SURGEONS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SOCI | BusinessNameControlTxt |
| Phone | 3122025800 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 633 N SAINT CLAIR ST 2100 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60611 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ELAINE WEISS | PersonNm |
| Person Title | CEO/EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 3122025800 | PhoneNum |
| Signature | 2024-11-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DAVID LOWENTHAL | PreparerPersonNm |
| PTIN | P00378651 | PTIN |
| Phone | 3122071040 | PhoneNum |
| Preparation | 2024-10-29 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | ELAINE WEISS | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 633 N SAINT CLAIR ST 2100 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60611 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $44,295,662 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c | Yes (X) | Organization501cInd |
| Website Address | WWW.STS.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1971 | FormationYr |
| Legal Domicile State | IL | LegalDomicileStateCd |
| Activity Or Mission | TO ENHANCE THE ABILITY OF CARDIOTHORACIC SURGEONS TO PROVIDE THE HIGHEST QUALITY PATIENT CARE. | ActivityOrMissionDesc |
| Voting Members Governing Body | 19 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 19 | VotingMembersIndependentCnt |
| Total Employee | 91 | TotalEmployeeCnt |
| Total Volunteers | 399 | TotalVolunteersCnt |
| Total Gross UBI | $1,593,300 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $59,480 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $1,277,819 | PYContributionsGrantsAmt |
| CY Contributions Grants | $1,401,537 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $22,675,193 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $26,997,348 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,231,441 | PYInvestmentIncomeAmt |
| CY Investment Income | $2,707,012 | CYInvestmentIncomeAmt |
| PY Other Revenue | $6,871,264 | PYOtherRevenueAmt |
| CY Other Revenue | $6,517,353 | CYOtherRevenueAmt |
| PY Total Revenue | $32,055,717 | PYTotalRevenueAmt |
| CY Total Revenue | $37,623,250 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $1,102,266 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $968,164 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $12,722,545 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $14,368,878 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $18,014,864 | PYOtherExpensesAmt |
| CY Other Expenses | $20,194,135 | CYOtherExpensesAmt |
| PY Total Expenses | $31,839,675 | PYTotalExpensesAmt |
| CY Total Expenses | $35,531,177 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $216,042 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $2,092,073 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $76,171,743 | TotalAssetsBOYAmt |
| Total Assets EOY | $85,516,274 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $20,727,843 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $19,591,609 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $55,443,900 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $65,924,665 | NetAssetsOrFundBalancesEOYAmt |
| Mission | TO IMPROVE THE LIVES OF PATIENTS WITH CARDIOTHORACIC DISEASES. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Desc | EDUCATION - PROVIDE EDUCATIONAL ACTIVITIES AND PUBLISH A JOURNAL REGARDING MEDICAL AND SCIENTIFIC INFORMATION TO OVER 7,700 MEMBERS. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | HEALTH POLICY - EDUCATE OVER 7,700 MEMBERS ABOUT EXISTING AND PROPOSED LEGISLATION AND REGULATIONS, AND EDUCATE GOVERNMENTAL BODIES ABOUT THE SPECIALTY. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | QUALITY, RESEARCH, AND PATIENT SAFETY - DEVELOP AND MAINTAIN THE STS NATIONAL DATABASE FOR THORACIC SURGERY CLINICAL OUTCOMES, PROMULGATE CLINICAL PRACTICE GUIDELINES TO ENHANCE PATIENT CARE, AND ENGAGE IN RELATED ACTIVITIES. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Described In Section501c3 | 0 | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Subject To Proxy Tax | Yes (1) | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | Yes (1) | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (1) | TransactionWithControlEntInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 71 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 91 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | Yes (1) | NondeductibleContributionsInd |
| Nondeductible Contri Discl | Yes (1) | NondeductibleContriDisclInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 19 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 19 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | Yes (1) | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KEITH BURA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3122025815 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 633 N SAINT CLAIR ST STE 2100 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60611 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (37 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|---|
| THOMAS E MACGILLIVRAY MD | |||||||||
| PRESIDENT | 12.00 | 4.00 | Yes (X) | Yes (X) | $8,000 | $0 | $0 | ||
| WILSON Y SZETO MD | |||||||||
| SECRETARY | 12.00 | 0.00 | Yes (X) | Yes (X) | $5,500 | $0 | $0 | ||
| JENNIFER C ROMANO MD | |||||||||
| FIRST VICE PRESIDENT | 12.00 | 0.00 | Yes (X) | Yes (X) | $1,000 | $0 | $0 | ||
| JOSEPH F SABIK | |||||||||
| SECOND VICE PRESIDENT | 3.00 | 0.00 | Yes (X) | Yes (X) | $1,000 | $0 | $0 | ||
| VINOD H THOURANI MD | |||||||||
| TREASURER | 3.00 | 4.00 | Yes (X) | Yes (X) | $1,000 | $0 | $0 | ||
| JOHN H CALHOON | |||||||||
| IMT. PAST PRESIDENT | 2.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| KEVIN D ACCOLA MD | |||||||||
| DIRECTOR-AT-LARGE | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| LEAH M BACKHUS MD | |||||||||
| DIRECTOR-AT-LARGE | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| ALESSANDRO BRUNELLI MD | |||||||||
| INTERNATIONAL DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| DEBRA A DAROSA | |||||||||
| PUBLIC DIRECTOR - THRU 1/2023 | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| ANTHONY L ESTRERA MD | |||||||||
| DIRECTOR-AT-LARGE | 2.00 | 12.00 | Yes (X) | $0 | $0 | $0 | |||
| GREGORY P FONTANA MD | |||||||||
| DIRECTOR-AT-LARGE | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| STEPHANIE M FULLER MD | |||||||||
| DIRECTOR-AT-LARGE | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| THOMAS G GLEASON MD | |||||||||
| DIRECTOR-AT-LARGE | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| KIMBERLY A HOLST | |||||||||
| RESIDENT DIRECTOR - THRU 1/2023 | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| JOHN KENNEDY MD | |||||||||
| RESIDENT DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| JOHN D MITCHELL MD | |||||||||
| DIRECTOR-AT-LARGE | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| PATRICK O MYERS MD | |||||||||
| DIRECTOR-AT-LARGE | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| MARC RUEL MD | |||||||||
| CANADIAN DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| RAFAEL J SADABA | |||||||||
| INTERNATIONAL DIRECTOR - THRU 1/2023 | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| ALAN D SIHOE MD | |||||||||
| INTERNATIONAL DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| ARA A VAPORCIYAN MD | |||||||||
| DIRECTOR-AT-LARGE | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| ELAINE WEISS | |||||||||
| CEO/EXECUTIVE DIRECTOR | 60.00 | 1.00 | Yes (X) | $903,137 | $0 | $80,575 | |||
| WILLIAM SEWARD | |||||||||
| SENIOR VICE PRESIDENT | 40.00 | 0.00 | $416,982 | $0 | $62,966 | Yes (X) | |||
| GRAHAME RUSH | |||||||||
| SENIOR VICE PRESIDENT | 40.00 | 1.00 | $410,695 | $0 | $62,966 | Yes (X) | |||
| ROBERT HABIB | |||||||||
| VICE PRESIDENT, STS RESEARCH CENTER | 40.00 | 0.00 | $384,439 | $0 | $63,455 | Yes (X) | |||
| CHARLIE SIMPSON | |||||||||
| VICE PRESIDENT, MARKETING | 40.00 | 0.00 | $346,802 | $0 | $56,210 | Yes (X) | |||
| AVIDAN STERN | |||||||||
| GENERAL COUNSEL | 40.00 | 0.00 | $302,333 | $0 | $44,754 | Yes (X) | |||
| KEITH BURA | |||||||||
| VICE PRESIDENT, FINANCE & ADMIN | 40.00 | 1.00 | $301,621 | $0 | $39,421 | Yes (X) | |||
| SCOTT BRADBURY | |||||||||
| VICE PRESIDENT, EDUCATION | 40.00 | 0.00 | $240,739 | $0 | $55,468 | Yes (X) | |||
| DEREK BRANDT | |||||||||
| VP, GOVERNMENT RELATIONS | 40.00 | 0.00 | $225,288 | $0 | $16,811 | Yes (X) | |||
| JANE HAN | |||||||||
| VICE PRESIDENT, QUALITY AND RESEARCH | 40.00 | 0.00 | $234,814 | $0 | $33,104 | Yes (X) | |||
| HARIS SUBACIUS | |||||||||
| ASSOC. DIRECTOR OF DATABASE ANALYTICS | 40.00 | 0.00 | $197,404 | $0 | $20,450 | Yes (X) | |||
| COLLEEN DONOHOE | |||||||||
| VICE PRESIDENT,MEETINGS AND CONVENTIONS | 40.00 | 0.00 | $182,390 | $0 | $27,931 | Yes (X) | |||
| KEVIN GILMARTIN | |||||||||
| DIRECTOR, INFORMATION TECHNOLOGY | 40.00 | 0.00 | $173,262 | $0 | $44,876 | Yes (X) | |||
| LEE WIENSCH | |||||||||
| TSF EXECUTIVE DIRECTOR | 0.00 | 40.00 | $158,555 | $0 | $47,333 | Yes (X) | |||
| BETH WINER | |||||||||
| ASSOC. DIRECTOR MEMBER ENGAGEMENT | 40.00 | 0.00 | $166,651 | $0 | $37,873 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $4,661,612 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $694,193 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 25 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| IQVIA RDS INC | |||||
| PO BOX 601070 RW LPR OS | CHARLOTTE | NC | 28260 | DATA WAREHOUSING | $3,091,518 |
| KIRKLIN SOLUTIONS INC | |||||
| 5246 SHADES CREST ROAD | BESSEMER | AL | 35022 | DATA WAREHOUSING | $2,617,215 |
| DUKE UNIVERSITY | |||||
| PO BOX 602651 | CHARLOTTE | NC | 28260 | DATA WAREHOUSING | $815,683 |
| UNIVERSITY OF ALABAMA AT BIRMINGHAM | |||||
| 801 5TH AVENUE RM 251 | BIRMINGHAM | AL | 35233 | DATA WAREHOUSING | $646,951 |
| PROJECTION INC | |||||
| PO BOX 890472 | CHARLOTTE | NC | 28289 | AUDIO VISUAL | $614,753 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 27 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $220,388 | GovernmentGrantsAmt |
| All Other Contributions | $1,181,149 | AllOtherContributionsAmt |
| Total Contributions | $1,401,537 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| NATIONAL DATABASE | 611710 | $11,583,975 | $11,583,975 | |
| TVT REGISTRY | 611710 | $5,256,964 | $5,256,964 | |
| EDUCATIONAL MEETINGS | 611710 | $4,039,111 | $4,039,111 | |
| MEMBERSHIP DUES | 611710 | $2,927,153 | $2,927,153 | |
| MANAGEMENT AGREEMENTS | 611710 | $1,515,300 | $1,515,300 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,674,845 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,674,845 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $26,997,348 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,879,725 | TotalRevenueColumnAmt |
| Exclusion | $1,879,725 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $6,365,321 | TotalRevenueColumnAmt |
| Exclusion | $6,365,321 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $74,032 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $74,032 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $74,032 | TotalRevenueColumnAmt |
| Exclusion | $74,032 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $7,499,699 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $6,672,412 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $827,287 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $827,287 | TotalRevenueColumnAmt |
| Exclusion | $827,287 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|
| EBLAST REVENUE | 900004 | $37,000 | $37,000 |
| SPONSORSHIP & BRANDING | 900004 | $28,250 | $28,250 |
| WEBSITE BANNER REVENUE | 900004 | $12,750 | $12,750 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $78,000 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $37,623,250 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $25,482,048 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $1,593,300 | UnrelatedBusinessRevenueAmt |
| Exclusion | $9,146,365 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $843,833 | TotalAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $91,331 | TotalAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $33,000 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,299,082 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,627,207 | TotalAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $608,179 | TotalAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,093,364 | TotalAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $741,046 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $55,689 | TotalAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $57,353 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $283,294 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,444,490 | TotalAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,060,146 | TotalAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $631,495 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $607,152 | TotalAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $673,189 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,490,522 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,504,013 | TotalAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $190,955 | TotalAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt |
|---|---|
| MEMBERSHIP COSTS | $70,167 |
| TAX EXPENSES | $65,798 |
| OTHER EXPENSES | $59,872 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $35,531,177 | TotalAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,844,795 | BOYAmt |
| EOY | $1,696,047 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $846,661 | BOYAmt |
| EOY | $2,503,227 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,254,130 | BOYAmt |
| EOY | $2,112,453 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $961,214 | BOYAmt |
| EOY | $949,915 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $20,810,442 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $14,712,764 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,430,848 | BOYAmt |
| EOY | $6,097,678 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $59,504,958 | BOYAmt |
| EOY | $70,212,276 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,329,137 | BOYAmt |
| EOY | $1,944,678 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $76,171,743 | BOYAmt |
| EOY | $85,516,274 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,202,733 | BOYAmt |
| EOY | $7,013,819 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,932,971 | BOYAmt |
| EOY | $9,533,376 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,592,139 | BOYAmt |
| EOY | $3,044,414 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,727,843 | BOYAmt |
| EOY | $19,591,609 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $55,261,639 | BOYAmt |
| EOY | $65,753,404 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $182,261 | BOYAmt |
| EOY | $171,261 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $55,443,900 | BOYAmt |
| EOY | $65,924,665 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $76,171,743 | BOYAmt |
| EOY | $85,516,274 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $2,092,073 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $8,388,692 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantially All Dues Nonded | 0 | SubstantiallyAllDuesNondedInd |
| Only In House Lobbying | 0 | OnlyInHouseLobbyingInd |
| Agree Carryover Prior Year | Yes (1) | AgreeCarryoverPriorYearInd |
| Dues Assessments | $2,612,104 | DuesAssessmentsAmt |
| Non Deductible Lbbyng Pltcl CY | $587,950 | NonDeductibleLbbyngPltclCYAmt |
| Non Ded Lbbyng Pltcl Cyov | -$825,952 | NonDedLbbyngPltclCyovAmt |
| Non Deductible Lbbyng Pltcl Tot | -$238,002 | NonDeductibleLbbyngPltclTotAmt |
| Aggregate Reported Dues Ntc | $653,026 | AggregateReportedDuesNtcAmt |
| Taxable | -$891,028 | TaxableAmt |
Schedule D IRS990ScheduleD
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,586,829 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,368,255 | DepreciationAmt |
| Book Value | $1,218,574 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $168,594 | OtherCostOrOtherBasisAmt |
| Depreciation | $168,594 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $18,055,019 | OtherCostOrOtherBasisAmt |
| Depreciation | $13,175,915 | DepreciationAmt |
| Book Value | $4,879,104 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $6,097,678 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | LEASE LIABILITIES - OPERATING | Desc |
| Amt | $3,044,414 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $3,044,414 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART X, LINE 2: | FormAndLineReferenceDesc |
| Explanation | ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE SOCIETY AND RECOGNIZE A TAX LIABILITY IF THE SOCIETY HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE IRS OR OTHER APPLICABLE TAXING AUTHORITIES. MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY THE SOCIETY AND HAS CONCLUDED THAT, AS OF DECEMBER 31, 2023, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY OR DISCLOSURE IN THE CONSOLIDATED FINANCIAL STATEMENTS. | ExplanationTxt |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp (4 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|---|
| CENTRAL AMERICA AND THE CARIBBEAN | 0 | 0 | LATIN AMERICA THORACIC CONFERENCE | MEETING PARTICIPATION | $150,258 |
| EAST ASIA AND THE PACIFIC | 0 | 0 | ASCVTS MEETING PARTICIPATION | MEETING PARTICIPATION | $14,347 |
| EUROPE (INCLUDING ICELAND AND GREENLAND) | 0 | 0 | EACTS MEETING PARTICIPATION | MEETING PARTICIPATION | $43,074 |
| EUROPE (INCLUDING ICELAND AND GREENLAND) | 0 | 0 | ESTS MEETING | MEETING PARTICIPATION | $4,222 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $211,901 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $211,901 | TotalSpentAmt |
Grants To Org Outside US GrantsToOrgOutsideUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | NORTH AMERICA | RegionTxt |
| Purpose Of Grant | DEVELOPMENT OF STS AND CANADIAN CT SOCIETY INTERACTIONS | PurposeOfGrantTxt |
| Cash Grant | $33,000 | CashGrantAmt |
| Non Cash Assistance | $0 | NonCashAssistanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 1 | Total501c3OrgCnt |
| Total Other Org | 1 | TotalOtherOrgCnt |
| Transfer To Foreign Corp | 0 | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | 0 | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|
| THE THORACIC SURGERY FOUNDATION | ||||||||
| 633 N SAINT CLAIRE STREET | CHICAGO | IL | 60611 | 363635910 | 501 C (3) | $418,000 | $387,833 | OPERATIONS & GRANT SUPPORT |
| WOMAN IN THORACIC SURGERY | ||||||||
| 5000 EXECUTIVE PARKWAY | SAN RAMON | CA | 94583 | 300003353 | 501 C (3) | $22,000 | $0 | DONATION |
| AMERICAN ASSOCIATION FOR THORACIC SURGERY | ||||||||
| 500 CUMMINGS CENTER SUITE 400 | BEVERLY | MA | 01915 | 046406547 | 501 C (6) | $10,000 | $0 | SCHOLARSHIP SUPPORT |
| GENERAL THORAIC SURGICAL CLUB | ||||||||
| 1935 COUNTRY ROAD B2 W STE 165 | ROSEVILLE | MN | 55113 | 411582726 | 501 C (3) | $6,000 | $0 | DONATION |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 3 | Total501c3OrgCnt |
| Total Other Org | 1 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | TRAVEL AND LODGING EXPENSE REIMBURSEMENT FOR LOOKING TO THE FUTURE SCHOLARSHIPS | GrantTypeTxt |
| Recipient | 59 | RecipientCnt |
| Cash Grant | $91,331 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | GRANTS AND OTHER ASSISTANCE AMOUNTS ARE APPROVED THROUGHOUT THE YEAR ACCORDING TO STS POLICY. STAFF WILL PROCESS THE VARIOUS GRANTS ACCORDING TO THESE AUTHORIZED DIRECTIVES AND WILL FOLLOW UP WITH THE RECIPIENTS ACCORDINGLY. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (1) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (15 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ELAINE WEISS | ||||||||||||||
| CEO/EXECUTIVE DIRECTOR | $732,434 | $0 | $138,460 | $0 | $32,243 | $0 | $57,034 | $0 | $23,541 | $0 | $983,712 | $0 | $32,243 | $0 |
| WILLIAM SEWARD | ||||||||||||||
| SENIOR VICE PRESIDENT | $366,322 | $0 | $49,220 | $0 | $1,440 | $0 | $29,700 | $0 | $33,266 | $0 | $479,948 | $0 | $0 | $0 |
| GRAHAME RUSH | ||||||||||||||
| SENIOR VICE PRESIDENT | $360,582 | $0 | $48,673 | $0 | $1,440 | $0 | $29,700 | $0 | $33,266 | $0 | $473,661 | $0 | $0 | $0 |
| ROBERT HABIB | ||||||||||||||
| VICE PRESIDENT, STS RESEARCH CENTER | $329,326 | $0 | $53,673 | $0 | $1,440 | $0 | $29,700 | $0 | $33,755 | $0 | $447,894 | $0 | $0 | $0 |
| CHARLIE SIMPSON | ||||||||||||||
| VICE PRESIDENT, MARKETING | $305,664 | $0 | $39,698 | $0 | $1,440 | $0 | $22,910 | $0 | $33,300 | $0 | $403,012 | $0 | $0 | $0 |
| AVIDAN STERN | ||||||||||||||
| GENERAL COUNSEL | $263,874 | $0 | $37,019 | $0 | $1,440 | $0 | $15,636 | $0 | $29,118 | $0 | $347,087 | $0 | $0 | $0 |
| KEITH BURA | ||||||||||||||
| VICE PRESIDENT, FINANCE & ADMIN | $260,881 | $0 | $39,300 | $0 | $1,440 | $0 | $27,400 | $0 | $12,021 | $0 | $341,042 | $0 | $0 | $0 |
| SCOTT BRADBURY | ||||||||||||||
| VICE PRESIDENT, EDUCATION | $210,697 | $0 | $28,602 | $0 | $1,440 | $0 | $22,214 | $0 | $33,254 | $0 | $296,207 | $0 | $0 | $0 |
| JANE HAN | ||||||||||||||
| VICE PRESIDENT, QUALITY AND RESEARCH | $206,932 | $0 | $26,442 | $0 | $1,440 | $0 | $21,176 | $0 | $11,928 | $0 | $267,918 | $0 | $0 | $0 |
| DEREK BRANDT | ||||||||||||||
| VP, GOVERNMENT RELATIONS | $209,028 | $0 | $15,000 | $0 | $1,260 | $0 | $15,020 | $0 | $1,791 | $0 | $242,099 | $0 | $0 | $0 |
| KEVIN GILMARTIN | ||||||||||||||
| DIRECTOR, INFORMATION TECHNOLOGY | $157,701 | $0 | $15,561 | $0 | $0 | $0 | $16,158 | $0 | $28,718 | $0 | $218,138 | $0 | $0 | $0 |
| HARIS SUBACIUS | ||||||||||||||
| ASSOC. DIRECTOR OF DATABASE ANALYTIC | $181,856 | $0 | $15,548 | $0 | $0 | $0 | $17,767 | $0 | $2,683 | $0 | $217,854 | $0 | $0 | $0 |
| COLLEEN DONOHOE | ||||||||||||||
| VICE PRESIDENT,MEETINGS AND CONVENTI | $159,943 | $0 | $21,007 | $0 | $1,440 | $0 | $16,360 | $0 | $11,571 | $0 | $210,321 | $0 | $0 | $0 |
| LEE WIENSCH | ||||||||||||||
| TSF EXECUTIVE DIRECTOR | $155,733 | $0 | $2,822 | $0 | $0 | $0 | $14,484 | $0 | $32,849 | $0 | $205,888 | $0 | $0 | $0 |
| BETH WINER | ||||||||||||||
| ASSOC. DIRECTOR MEMBER ENGAGEMENT | $152,082 | $0 | $14,569 | $0 | $0 | $0 | $14,792 | $0 | $23,081 | $0 | $204,524 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 4B | LINE 4B: THE SOCIETY OF THORACIC SURGEONS HAS ESTABLISHED A NON-QUALIFIED SECTION 457(F) DEFERRED COMPENSATION PLAN. THE SOCIETY CREDITS PARTICIPANTS ACCOUNTS WHICH ARE RECORDED ON FORM 990 AS DEFERRED COMPENSATION. THESE BALANCES VEST OVER A THREE-YEAR PERIOD. PARTICIPANT BALANCES ARE SUBJECT TO FORFEITURE PRIOR TO VESTING. THE PLAN CONTRIBUTIONS ARE HELD IN A RABBI TRUST AND REMAIN THE ASSET OF THE ORGANIZATION AND ARE SUBJECT TO THE CLAIMS OF THE ORGANIZATION'S GENERAL CREDITORS UNTIL SUCH AMOUNTS ARE PAID OUT TO THE INDIVIDUAL. DURING THE YEAR, ELAINE WEISS PARTICIPATED IN A NON-QUALIFIED SECTION 457(F) DEFERRED COMPENSATION PLAN. A DISTRIBUTION OF $32,243 WAS MADE FROM THE PLAN IN 2023. |
| PART I, LINE 7 | AS INDICATED IN SCHEDULE J, PART II, CEO/EXECUTIVE DIRECTOR, KEY EMPLOYEES AND HIGHLY COMPENSATED EMPLOYEES OF THE ORGANIZATION ARE ELIGIBLE TO RECEIVE A BONUS BASED ON PERFORMANCE METRICS AND THE FINANCIAL RESULTS OF THE ORGANIZATION. THIS BONUS WAS APPROVED BY BOARD OF DIRECTORS. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (9 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 4 | THE ORGANIZATION AMENDED ITS BYLAWS AS OF JANUARY 2023. THE FOLLOWING ITEMS WERE REVISED: ARTICLE III, SECTION I - THE TYPES OF MEMBERSHIP WERE CHANGED FROM SEVEN TO SIX TYPES OF MEMBERSHIPS. THE MEMBERSHIPS SHALL NOW BE: SURGEON, SENIOR, HONORARY, RESIDENT/FELLOW, MEDICAL STUDENT AND ASSOCIATE. SURGEON MEMBERSHIP NOW INCLUDES WHAT WAS HISTORICALLY KNOWN AS BOTH ACTIVE AND INTERNATIONAL MEMBERS. THEREFORE A SURGEON MEMBER MUST HAVE ACHIEVED APPROPRIATE CERTIFICATION THE UNITED STATES, CANADA OR ANY OTHER COUNTRY, SO LONG AS APPROPRIATE DOCUMENTATION OF PROFESSIONAL ACHIEVEMENTS IS PROVIDED TO THE MEMBERSHIP COMMITTEE. ARTICLE V, SECTION 2 - THE NUMBER OF DIRECTORS WAS ADJUSTED TO BE BETWEEN 19-22. THE PUBLIC DIRECTOR POSITION WAS ELIMINATED AS A BOARD OF DIRECTOR POSITION. ARTICLE X, SECTION 5 - THE NUMBER OF COMMITTEES IN WHICH THE COUNCIL SHALL BE DIVIDED INTO HAS CHANGED FROM 4 TO SEVERAL COUNCILS, AND IS BASED ON BOARD OF DIRECTORS DETERMINATION. |
| FORM 990, PART VI, SECTION A, LINE 6 | THE ORGANIZATION IS A MEMBERSHIP SOCIETY AND HAS OVER 7,700 MEMBERS. |
| FORM 990, PART VI, SECTION A, LINE 7A | MEMBERS OF THE GOVERNING BODY ARE ELECTED BY THE MEMBERSHIP AT ITS ANNUAL MEETING PURSUANT TO THE ORGANIZATION'S BYLAWS. |
| FORM 990, PART VI, SECTION A, LINE 7B | CERTAIN DECISIONS OF THE GOVERNING BODY (E.G., BYLAWS AMENDMENTS) ARE SUBJECT TO APPROVAL BY MEMBERS. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE ORGANIZATION RETAINED THE SERVICES OF AN INDEPENDENT CPA FIRM TO PREPARE ITS FORM 990. MANAGEMENT THEN REVIEWED THE COMPLETED FORM 990 AND PROVIDED A FULL COPY TO ALL VOTING MEMBERS OF THE ORGANIZATION'S BOARD OF DIRECTORS (I.E., 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, DIRECTORS, KEY EMPLOYEES, AND OTHERS ARE ANNUALLY REQUIRED TO COMPLETE A CONFLICT OF INTEREST DISCLOSURE STATEMENT AS A REQUIREMENT OF SERVICE. THE STATEMENT ON STS DISCLOSURE POLICY AND GUIDELINES REGARDING CONFLICTS OF INTEREST IS READ AT THE BEGINNING OF EVERY BOARD OF DIRECTORS, 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 A 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 B, LINE 15 | 15A. THE SOCIETY ENGAGES AN INDEPENDENT COMPENSATION CONSULTANT ANNUALLY TO PERFORM A MARKET SALARY ANALYSIS FOR THE CEO/EXECUTIVE DIRECTOR POSITION. THIS INFORMATION IS SHARED WITH THE EXECUTIVE COMMITTEE WHICH DETERMINES THE NEW LEVEL OF COMPENSATION AND COMMUNICATES THE SALARY INFORMATION TO THE CEO/EXECUTIVE DIRECTOR AND TO THE VICE PRESIDENT OF FINANCE & ADMINISTRATION FOR IMPLEMENTATION. AN ADJUSTMENT IS MADE TO THE CEO/EXECUTIVE DIRECTOR'S SALARY ANNUALLY FOR A MERIT INCREASE, WHICH IS BASED ON A FORMAL PERFORMANCE EVALUATION. 15B. COMPENSATION - THE SOCIETY ENGAGES AN INDEPENDENT COMPENSATION CONSULTANT PERIODICALLY, USUALLY EVERY TWO OR THREE YEARS, TO PERFORM A MARKET SALARY ANALYSIS FOR STS POSITIONS. THE CONSULTANT MEETS WITH HUMAN RESOURCES TO ASCERTAIN INFORMATION RELEVANT TO EACH POSITION. THE CONSULTANT ALSO REVIEWS EACH OF THE POSITION DESCRIPTIONS, DETERMINES APPROPRIATE MATCHES FROM COMPENSATION MARKET SURVEYS, E.G., TOWERS WATSON, PRM, ASSOCIATION FORUM, AND ASAE, FOR COMPARABLE POSITIONS AT SIMILARLY SITUATED ORGANIZATIONS, AND COMPILES AND ANALYZES THIS MARKET DATA FOR EACH POSITION. THE CONSULTANT MEETS WITH THE CEO/EXECUTIVE DIRECTOR, VICE PRESIDENT OF FINANCE & ADMINISTRATION AND ASSOCIATE DIRECTOR OF HUMAN RESOURCES TO REVIEW THE COMPENSATION ANALYSIS, AND MAKES ADJUSTMENTS TO THE ANALYSIS, AS APPROPRIATE. UTILIZING THE CONSULTANT'S ANALYSIS, THE CEO/EXECUTIVE DIRECTOR MAKES SALARY ADJUSTMENTS. AN INDEPENDENT COMPENSATION CONSULTANT WAS UTILIZED AS PART OF THIS PROCESS IN 2021. ADJUSTMENTS ARE MADE TO SALARIES ANNUALLY FOR MERIT INCREASES, WHICH ARE BASED ON FORMAL PERFORMANCE EVALUATIONS. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION'S BYLAWS AND KEY GOVERNANCE POLICIES ARE AVAILABLE TO THE PUBLIC ON THE STS WEBSITE. OTHER GOVERNING DOCUMENTS, AS WELL AS THE ORGANIZATION'S CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON WRITTEN REQUEST TO THE ORGANIZATION. |
| FORM 990, PART IX, LINE 11G | CONSULTANT EXPENSES 1,213,870. TEMPORARY SERVICES FROM SALARIES 244,046. VOLUNTEER STIPENDS FROM SALARIES 300,000. PAYROLL AND HR FEES 216,013. DATA WAREHOUSING AND ANALYSIS 6,654,611. VIDEO PRODUCTION 70,034. CTS NET FEES 22,563. MISCELLANEOUS 71,866. TVT EXPENSE 2,651,487. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Controlled OrganizationControlledOrganizationInd | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt |
|---|---|---|---|---|---|---|---|---|---|---|
| SOCIETY OF THORACIC SURGEONS POLITICAL ACTION COMMITTEE | ||||||||||
| 20 F STREET NW SUITE 310C | WASHINGTON | DC | 20001 | 522017375 | POLITICAL ACTION COMMITTEE | DC | 527 | 0 | ||
| THE THORACIC SURGERY FOUNDATION (TSF) | ||||||||||
| 633 N ST CLAIR ST SUITE 2100 | CHICAGO | IL | 60611 | 363635910 | RESEARCH AND EDUCATION | IL | 501(C)(3) | Yes (1) | LINE 10 | THE SOCIETY OF THORACIC SURGEONS |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (1) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (1) | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (2 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| THE THORACIC SURGERY FOUNDATION | ||
| L | $418,000 | ACTUAL COST |
| THE THORACIC SURGERY FOUNDATION | ||
| B | $387,833 | CASH PAID |