SOUTHWEST SOCIETY OF ORAL SURGEONS: Form 990, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
SOUTHWEST SOCIETY OF ORAL SURGEONS (EIN 74-6081887)
Tax period
2023-01-01 to 2023-12-31
Filed
2024-11-08
IRS object ID
202423139349303832
Schema version
2023v5.0
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)
Return2024-11-08T17:59:04-05:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN742860707PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1BARRETT COOPER ACCOUNTING PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1204 MILL STAddressLine1Txt
CitySCHERTZCityNm
State AbbreviationTXStateAbbreviationCd
ZIP78154ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2023-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN746081887EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1SOUTHWEST SOCIETY OF ORAL &BusinessNameLine1Txt
Business Name Line2MAXILLOFACIAL SURGEONSBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlSOUTBusinessNameControlTxt
Phone2109880960PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line112050 VANCE JACKSON ROAD 102AddressLine1Txt
CitySAN ANTONIOCityNm
State AbbreviationTXStateAbbreviationCd
ZIP78230ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonKELLY ANN SHY MHSMPersonNm
Person TitleEXECUTIVE DIRECTORPersonTitleTxt
Phone2109880960PhoneNum
Signature2024-11-08SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJAMES S HUSTON EAPreparerPersonNm
PTINP01436859PTIN
Phone2106596677PhoneNum
Preparation2024-11-08PreparationDt
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2024-10-15 13:58:12ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerKELLY ANN SHY MHSMPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line112050 VANCE JACKSON ROAD SUITE 102AddressLine1Txt
CitySAN ANTONIOCityNm
State AbbreviationTXStateAbbreviationCd
ZIP78230ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$259,211GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501cYes (X)Organization501cInd
Website AddressSWSOMS.COMWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1934FormationYr
Activity Or MissionTHE SOUTHWEST SOCIETY OF ORAL AND MAXILLOFACIAL SURGEONS SEEKS TO SUPPORT ITS MEMBERS AND ADVANCE THE PRACTICE OF ORAL AND MAXILLOFACIAL SURGERY IN AREAS OF EDUCATION, RESEARCH, PROFESSIONAL AND COMMUNITY SERVICE, AND THE DELIVERY OF SAFE AND EFFICACIOUS PATIENT CARE.ActivityOrMissionDesc
Voting Members Governing Body11VotingMembersGoverningBodyCnt
Voting Members Independent9VotingMembersIndependentCnt
Total Employee2TotalEmployeeCnt
Total Gross UBI$0TotalGrossUBIAmt
CY Contributions Grants$5,120CYContributionsGrantsAmt
PY Program Service Revenue$235,047PYProgramServiceRevenueAmt
CY Program Service Revenue$253,733CYProgramServiceRevenueAmt
PY Investment Income$1PYInvestmentIncomeAmt
CY Investment Income$358CYInvestmentIncomeAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$235,048PYTotalRevenueAmt
CY Total Revenue$259,211CYTotalRevenueAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$45,353PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$38,619CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$186,510PYOtherExpensesAmt
CY Other Expenses$186,544CYOtherExpensesAmt
PY Total Expenses$231,863PYTotalExpensesAmt
CY Total Expenses$225,163CYTotalExpensesAmt
PY Revenues Less Expenses$3,185PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$34,048CYRevenuesLessExpensesAmt
Total Assets BOY$81,586TotalAssetsBOYAmt
Total Assets EOY$117,209TotalAssetsEOYAmt
Total Liabilities BOY$33,065TotalLiabilitiesBOYAmt
Total Liabilities EOY$34,640TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$48,521NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$82,569NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionTHE SOUTHWEST SOCIETY OF ORAL AND MAXILLOFACIAL SURGEONS SEEKS TO SUPPORT ITS MEMBERS AND ADVANCE THE PRACTICE OF ORAL AND MAXILLOFACIAL SURGERY IN AREAS OF EDUCATION, RESEARCH, PROFESSIONAL AND COMMUNITY SERVICE, AND THE DELIVERY OF SAFE AND EFFICACIOUS PATIENT CARE.MissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
DescCOMBINED ANNUAL MEETING WITH THE TEXAS SOCIETY OF ORAL & MAXILLOFACIAL SURGEONS SEMINARS AND CONTINUING EDUCATION SESSIONS. WE ARE PROUD OF OUR ABILITY TO PROVIDE EXCELLENT CONTINUING EDUCATION OPPORTUNITIES, SUPPORT FOR OUR RESIDENCY TRAINING PROGRAMS WITHIN THE NINE STATE REGION AND A RELAXED ATMOSPHERE WHERE OUR MEMBERS CAN VISIT AND COLLABORATE WITH COLLEAGUES AND FRIENDS.Desc
Described In Section501c3falseDescribedInSection501c3Ind
Schedule B RequiredfalseScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Donor Advised FundfalseDonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtfalseCollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Donor Rstr Or Quasi EndowmentsfalseDonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentfalseReportLandBuildingEquipmentInd
Report Investments Other SecfalseReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsYes (true)ReportOtherAssetsInd
Report Other LiabilitiesYes (true)ReportOtherLiabilitiesInd
Include FIN48 FootnotefalseIncludeFIN48FootnoteInd
Independent Audit Fincl StmtfalseIndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtfalseConsolidatedAuditFinclStmtInd
School OperatingfalseSchoolOperatingInd
Foreign OfficefalseForeignOfficeInd
Foreign ActivitiesfalseForeignActivitiesInd
More Than5000 K To OrgfalseMoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingfalseProfessionalFundraisingInd
Fundraising ActivitiesfalseFundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Grants To IndividualsfalseGrantsToIndividualsInd
Schedule J RequiredfalseScheduleJRequiredInd
Tax Exempt BondsfalseTaxExemptBondsInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemfalseBusinessRlnWithFamMemInd
Business Rln With35 Ctrl EntfalseBusinessRlnWith35CtrlEntInd
Deductible Non Cash ContrifalseDeductibleNonCashContriInd
Deductible Art ContributionfalseDeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityfalseDisregardedEntityInd
Related EntityfalseRelatedEntityInd
Related Organization Ctrl EntfalseRelatedOrganizationCtrlEntInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
IRP Document2IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (true)BackupWthldComplianceInd
Employee2EmployeeCnt
Employment Tax Returns FiledYes (true)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Foreign Financial AccountfalseForeignFinancialAccountInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst IncfalseSubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members11GoverningBodyVotingMembersCnt
Independent Voting Member9IndependentVotingMemberCnt
Family Or Business RlnfalseFamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersYes (true)MembersOrStockholdersInd
Election Of Board MembersYes (true)ElectionOfBoardMembersInd
Decisions Subject To ApprovaYes (true)DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Form990 Provided To Gvrn BodyYes (true)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyfalseConflictOfInterestPolicyInd
Whistleblower PolicyfalseWhistleblowerPolicyInd
Document Retention PolicyfalseDocumentRetentionPolicyInd
Compensation Process CEOYes (true)CompensationProcessCEOInd
Compensation Process OtherfalseCompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonLISA A AGUILARPersonNm
Phone2109880960PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line112050 VANCE JACKSON ROAD SUITE 102AddressLine1Txt
CitySAN ANTONIOCityNm
State AbbreviationTXStateAbbreviationCd
ZIP78230ZIPCd
FieldValueIRS element (for citing)
No Listed Persons CompensatedYes (X)NoListedPersonsCompensatedInd

Form990 Part VII Section A Form990PartVIISectionAGrp (11 entries)

TitleTitleTxtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtOfficerOfficerInd
EDWARD H CHRISTENSEN DDS
VICE PRESIDEYes (X)$0$0$0
RYAN T HIGLEY DDS
PAST PRESIDEYes (X)$0$0$0Yes (X)
WILLIAM V JORDAN III DDS
PAST PRESIDEYes (X)$0$0$0
WIA PONG NG DMD
PAST PRESIDEYes (X)$0$0$0
PAUL TIWANA DDS MD MS FACS
PRESIDENTYes (X)$0$0$0Yes (X)
VERNON P BURKE DMD MD FACS
PRESIDENT ELYes (X)$0$0$0Yes (X)
BRIAN H STONE DDS MD
IMMEDIATE PAYes (X)$0$0$0Yes (X)
GREGORY S TATE DDS MD
PAST PRESIDEYes (X)$0$0$0
J CLAY FUSELIER DDS MD
PAST PRESIDEYes (X)$0$0$0
MARK A CRAIG DDS MD
PAST PRESIDEYes (X)$0$0$0Yes (X)
NATHAN STEELE DDS MD
SECRETARY/TRYes (X)$0$0$0
FieldValueIRS element (for citing)
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KfalseTotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd
All Other Contributions$5,120AllOtherContributionsAmt
Total Contributions$5,120TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (3 entries)

DescDescTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
ANNUAL MEETING$211,368$211,368
ANNUAL DUES$42,155$42,155
APPLICATION FEES$210$210
FieldValueIRS element (for citing)
Total Program Service Revenue$253,733TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$358TotalRevenueColumnAmt
Exclusion$358ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$259,211TotalRevenueColumnAmt
Related Or Exempt Func Income$253,733RelatedOrExemptFuncIncomeAmt
Exclusion$358ExclusionAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$25,000TotalAmt
Program Services$18,750ProgramServicesAmt
Management And General$6,250ManagementAndGeneralAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$10,000TotalAmt
Program Services$10,000ProgramServicesAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$3,619TotalAmt
Program Services$2,973ProgramServicesAmt
Management And General$646ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$51TotalAmt
Management And General$51ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$296TotalAmt
Program Services$222ProgramServicesAmt
Management And General$74ManagementAndGeneralAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$4,931TotalAmt
Program Services$4,919ProgramServicesAmt
Management And General$12ManagementAndGeneralAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$356TotalAmt
Program Services$356ProgramServicesAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmt
ANNUAL MEETING EXPENSE$165,210$165,210
BANK AND CC FEES$6,650$6,650
CONTRACT LABOR$4,425$4,425
SOFTWARE$2,684$671$2,013

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$1,941TotalAmt
Program Services$1,456ProgramServicesAmt
Management And General$485ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$225,163TotalAmt
Program Services$215,632ProgramServicesAmt
Management And General$9,531ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$9,070BOYAmt
EOY$53,450EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$763BOYAmt
EOY$771EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$3,003BOYAmt
EOY$3,003EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$68,750BOYAmt
EOY$59,985EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$81,586BOYAmt
EOY$117,209EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$8,330BOYAmt
EOY$1,050EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$21,205BOYAmt
EOY$31,535EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$3,530BOYAmt
EOY$2,055EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$33,065BOYAmt
EOY$34,640EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$48,521BOYAmt
EOY$82,569EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$48,521BOYAmt
EOY$82,569EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$81,586BOYAmt
EOY$117,209EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$34,048ReconcilationRevenueExpnssAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedfalseFSAuditedInd

Schedule D IRS990ScheduleD

Other Assets Org OtherAssetsOrgGrp

FieldValueIRS element (for citing)
DescDEPOSITDesc
Book Value$59,985BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Other Assets$59,985TotalBookValueOtherAssetsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

FieldValueIRS element (for citing)
DescOTHER LIABILITIESDesc
Amt$2,055Amt
FieldValueIRS element (for citing)
Total Liability$2,055TotalLiabilityAmt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (7 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990 - ORGANIZATION'S MISSIONTHE SOUTHWEST SOCIETY OF ORAL AND MAXILLOFACIAL SURGEONS SEEKS TO SUPPORT ITS MEMBERS AND ADVANCE THE PRACTICE OF ORAL AND MAXILLOFACIAL SURGERY IN AREAS OF EDUCATION, RESEARCH, PROFESSIONAL AND COMMUNITY SERVICE, AND THE DELIVERY OF SAFE AND EFFICACIOUS PATIENT CARE.
FORM 990, PAGE 6, PART VI, LINE 6THE SOUTHWEST SOCIETY OF ORAL AND MAXILLOFACIAL SURGEONS SEEKS TO SUPPORT ITS MEMBERS AND ADVANCE THE PRACTICE OF ORAL AND MAXILLOFACIAL SURGERY IN AREAS OF EDUCATION, RESEARCH, PROFESSIONAL AND COMMUNITY SERVICE, AND THE DELIVERY OF SAFE AND EFFICACIOUS PATIENT CARE.
FORM 990, PAGE 6, PART VI, LINE 7ATHE NOMINATING COMITTEE AS WELL AS ACTIVE AND LIFE MEMBERS HAVE THE POWER TO NOMINATE OFFICERS OF THE BOARD. ONLY ACTIVE OR LIFE MEMBERS MAY VOTE OR HOLD OFFICE
FORM 990, PAGE 6, PART VI, LINE 7BCHANGES TO BYLAWS MUST BE READ AT AN ANNUAL MEETING AND VOTED UPON AT THE NEXT ANNUAL MEETING BY THE MEMBERSHIP FORMING A QUORUM.
FORM 990, PAGE 6, PART VI, LINE 11BTHE FORM 990 IS REVIEWED BY THE EXECUTIVE DIRECTOR AND PROVCIDED TO THE BOARD PRIOR TO FILING.
FORM 990, PAGE 6, PART VI, LINE 15ATHE SALARIES OF THE EXECUTIVE DIRECTOR AND ASSOCIATE EXECUTIVE DIRECTOR ARE DETERMINED BY THE BOARD OF DIRECTORS.
FORM 990, PAGE 6, PART VI, LINE 19DOCUMENTS ARE MADE AVILABLE UPON REQUEST TO THE EXECUTIVE DIRECTOR.

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