THE THORACIC SURGERY FOUNDATION: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- THE THORACIC SURGERY FOUNDATION (EIN 36-3635910)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-11
- IRS object ID
- 202423169349301037
- 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 A
- Schedule B
- Schedule D
- Schedule F
- Schedule I
- Schedule J
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-11T07:58:39-06:00 | 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 | 363635910 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE THORACIC SURGERY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | THOR | BusinessNameControlTxt |
| Phone | 3122025815 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 633 N ST CLAIR SUITE 2100 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60611 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ANTHONY ESTRERA MD | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 3122025815 | PhoneNum |
| Signature | 2024-10-28 | 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 | 2024-10-28 | 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 | ANTHONY ESTRERA MD | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 633 N ST CLAIR SUITE 2100 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60611 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $3,523,879 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.THORACICSURGERYFOUNDATION.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1988 | FormationYr |
| Legal Domicile State | IL | LegalDomicileStateCd |
| Activity Or Mission | THE MISSION OF TSF IS TO ADVANCE HEART AND LUNG HEALTH FOR ALL. | ActivityOrMissionDesc |
| Voting Members Governing Body | 15 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 15 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 107 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $2,586,991 | PYContributionsGrantsAmt |
| CY Contributions Grants | $2,733,055 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | -$44,165 | PYInvestmentIncomeAmt |
| CY Investment Income | $172,461 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $2,542,826 | PYTotalRevenueAmt |
| CY Total Revenue | $2,905,516 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $1,569,058 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $3,200,406 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $0 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $0 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $65,791 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $52,178 | PYOtherExpensesAmt |
| CY Other Expenses | $105,065 | CYOtherExpensesAmt |
| PY Total Expenses | $1,621,236 | PYTotalExpensesAmt |
| CY Total Expenses | $3,305,471 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $921,590 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$399,955 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $8,089,405 | TotalAssetsBOYAmt |
| Total Assets EOY | $9,926,161 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $741,780 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,419,774 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $7,347,625 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $7,506,387 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE MISSION OF TSF IS TO ADVANCE HEART AND LUNG HEALTH FOR ALL. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $2,077,085 | ExpenseAmt |
| Grant | $2,100,000 | GrantAmt |
| Desc | 18 RESEARCH AWARDS TO FUND CLINICAL, APPLIED, AND DATA-FOCUSED RESEARCH IN ALL DISCIPLINES OF THE CARDIOTHORACIC SURGERY SPECIALTY. MOST AWARDS ARE GRANTED FOR A TWO-YEAR TERM, AND ARE SUBJECT TO A RIGOROUS, NIH-STYLE REVIEW AND SELECTION PROCESS ADMINISTERED BY EXPERT SURGEON SCIENTISTS, | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $372,927 | ExpenseAmt |
| Grant | $361,494 | GrantAmt |
| Desc | 42 EDUCATION AWARDS TO PROVIDE SHORT-TERM TRAVELING FELLOWSHIP EXPERIENCES FOR SURGEONS IN ALL DISCIPLINES OF THE CARDIOTHORACIC SURGERY SPECIALTY TO LEARN A SPECIFIC SURGICAL TECHNIQUE FROM AN EXPERT IN THE FIELD. AWARDEES THEN BRING NEW EXPERTISE TO THEIR HOME INSTITUTIONS TO IMPROVE THE CARE OF PATIENTS IN THEIR REGION. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $670,732 | ExpenseAmt |
| Grant | $711,412 | GrantAmt |
| Desc | 26 SURGICAL OUTREACH AWARDS TO PROVIDE FUNDING FOR SURGICAL OUTREACH AND TRAINING IN UNDERSERVED AREAS OF THE WORLD. THE AWARDS FUND TRIPS FOR FULL SURGICAL TEAMS AND FOR INDIVIDUAL INTERNATIONAL MEDICAL VOLUNTEERS AND ARE FOCUSED PRIMARILY ON THE TREATMENT OF RHEUMATIC HEART DISEASE AND CONGENITAL ISSUES WORLDWIDE | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $29,932 | ExpenseAmt |
| Grant | $27,500 | GrantAmt |
| Desc | 5 INNOVATION AWARDS TO ENCOURAGE BREAKTHROUGHS IN SURGICAL TECHNIQUES, NOVEL PRODUCT DEVELOPMENT, PROCESS INNOVATIONS THAT IMPROVE PATIENT CARE, INNOVATIONS THAT PROMOTE SUSTAINABILITY IN THE SPECIALTY, OR ADVANCED TRAINING FOR SURGEONS IN THE AREAS OF ENTREPRENEURSHIP, ARTIFICIAL INTELLIGENCE, AND INNOVATION. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $29,932 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $27,500 | TotalOtherProgSrvcGrantAmt |
| Total Program Service Expenses | $3,150,676 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | 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 | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | 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 | Yes (1) | 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 |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| 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 | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 24 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| 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 | 15 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 15 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | Yes (1) | DelegationOfMgmtDutiesInd |
| Change To Org Documents | Yes (1) | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | 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 | 0 | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | 0 | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | IL | StatesWhereCopyOfReturnIsFldCd |
| 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 ST CLAIR SUITE 2100 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60611 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (18 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 |
|---|---|---|---|---|---|---|---|
| JOSEPH A DEARANI MD | |||||||
| PRESIDENT | 12.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| VIRGINIA R LITLE MD | |||||||
| VICE PRESIDENT | 12.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| JUAN A CRESTANELLO MD | |||||||
| SECRETARY | 12.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| ANTHONY L ESTRERA MD | |||||||
| TREASURER | 12.00 | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| GORAV AILAWADI MD | |||||||
| DIRECTOR | 4.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| EDWARD P CHEN MD | |||||||
| DIRECTOR | 4.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| CAROLYN A DUBEAU MD | |||||||
| DIRECTOR | 4.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| MELANIE A EDWARDS MD | |||||||
| DIRECTOR | 4.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| KAREN M KIM MD | |||||||
| DIRECTOR | 4.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| SCOTT A LEMAIRE MD | |||||||
| DIRECTOR | 4.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| THOMAS E MACGILLIVRAY MD | |||||||
| DIRECTOR | 4.00 | 12.00 | Yes (X) | $0 | $8,000 | $0 | |
| MEENA NATHAN MD | |||||||
| DIRECTOR | 4.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| TOM C NGUYEN MD | |||||||
| DIRECTOR | 4.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| VINOD H THOURANI MD | |||||||
| DIRECTOR | 4.00 | 3.00 | Yes (X) | $0 | $1,000 | $0 | |
| ELAINE E TSENG MD | |||||||
| DIRECTOR | 4.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| JENNIFER LAWTON MD | |||||||
| DIRECTOR - THRU 1/23 | 4.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| JOSEPH E BAVARIA MD | |||||||
| DIRECTOR - THRU 1/23 | 4.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| LEE WIENSCH | |||||||
| EXECUTIVE DIRECTOR | 40.00 | 0.00 | Yes (X) | $155,733 | $0 | $47,333 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $155,733 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $9,000 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $47,333 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Related Organizations | $387,833 | RelatedOrganizationsAmt |
| All Other Contributions | $2,345,222 | AllOtherContributionsAmt |
| Noncash Contributions | $13,860 | NoncashContributionsAmt |
| Total Contributions | $2,733,055 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $141,976 | TotalRevenueColumnAmt |
| Exclusion | $141,976 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $648,848 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $618,363 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $30,485 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $30,485 | TotalRevenueColumnAmt |
| Exclusion | $30,485 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,905,516 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $172,461 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $653,300 | TotalAmt |
| Program Services | $653,300 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,068,006 | TotalAmt |
| Program Services | $2,068,006 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $479,100 | TotalAmt |
| Program Services | $479,100 | ProgramServicesAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $24,500 | TotalAmt |
| Management And General | $24,500 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $29,720 | TotalAmt |
| Management And General | $29,720 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $27,092 | TotalAmt |
| Program Services | $12,580 | ProgramServicesAmt |
| Management And General | $2,357 | ManagementAndGeneralAmt |
| Fundraising | $12,155 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,545 | TotalAmt |
| Program Services | $8,855 | ProgramServicesAmt |
| Management And General | $2,345 | ManagementAndGeneralAmt |
| Fundraising | $2,345 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $48,560 | TotalAmt |
| Program Services | $21,973 | ProgramServicesAmt |
| Management And General | $11,393 | ManagementAndGeneralAmt |
| Fundraising | $15,194 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $165 | TotalAmt |
| Program Services | $165 | ProgramServicesAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | FundraisingFundraisingAmt | Management And GeneralManagementAndGeneralAmt | Program ServicesProgramServicesAmt |
|---|---|---|---|---|
| VIDEO PRODUCTION | $27,500 | $27,500 | ||
| BAD DEBT EXPENSE | $14,000 | $14,000 | ||
| MISCELLANEOUS | $13,985 | $8,597 | $4,689 | $699 |
| RETURNED GRANT AWARD | -$94,002 | -$94,002 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,305,471 | TotalAmt |
| Program Services | $3,150,676 | ProgramServicesAmt |
| Management And General | $89,004 | ManagementAndGeneralAmt |
| Fundraising | $65,791 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,563,652 | BOYAmt |
| EOY | $3,291,027 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $166,974 | BOYAmt |
| EOY | $131,851 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,317,262 | BOYAmt |
| EOY | $1,060,131 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,340 | BOYAmt |
| EOY | $4,919 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $1,100 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $165 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $935 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,035,177 | BOYAmt |
| EOY | $5,437,298 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,089,405 | BOYAmt |
| EOY | $9,926,161 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $36,459 | BOYAmt |
| EOY | $91,801 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $705,321 | BOYAmt |
| EOY | $2,327,973 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $741,780 | BOYAmt |
| EOY | $2,419,774 | 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 | $3,745,055 | BOYAmt |
| EOY | $4,335,411 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,602,570 | BOYAmt |
| EOY | $3,170,976 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,347,625 | BOYAmt |
| EOY | $7,506,387 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,089,405 | BOYAmt |
| EOY | $9,926,161 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$399,955 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $558,717 | 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) |
|---|---|---|
| Consol And Sep Basis Fincl Stmt | Yes (X) | ConsolAndSepBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,749,179 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,347,926 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,974,577 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,586,991 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,733,055 | CurrentTaxYearAmt |
| Total | $11,391,728 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,749,179 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,347,926 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,974,577 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,586,991 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,733,055 | CurrentTaxYearAmt |
| Total | $11,391,728 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $642,647 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $883,239 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $395,509 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $915,898 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $468,004 | CurrentTaxYearAmt |
| Total | $3,305,297 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $642,647 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $883,239 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $395,509 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $915,898 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $468,004 | CurrentTaxYearAmt |
| Total | $3,305,297 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $8,086,431 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $71,482 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $71,717 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $119,712 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $129,471 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $141,976 | CurrentTaxYearAmt |
| Total | $534,358 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $71,482 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $71,717 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $119,712 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $129,471 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $141,976 | CurrentTaxYearAmt |
| Total | $534,358 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,820,661 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,419,643 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,094,289 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,716,462 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,875,031 | CurrentTaxYearAmt |
| Total | $11,926,086 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.67800 | PublicSupportCY509Pct |
| Public Support PY509 | 0.62030 | PublicSupportPY509Pct |
| Investment Income CY | 0.04480 | InvestmentIncomeCYPct |
| Investment Income PY | 0.04300 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
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 D IRS990ScheduleD
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,100 | OtherCostOrOtherBasisAmt |
| Depreciation | $165 | DepreciationAmt |
| Book Value | $935 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $935 | TotalBookValueLandBuildingsAmt |
| Total Rev Etc Audited Fincl Stmt | $3,852,513 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $558,717 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $418,000 | DonatedServicesAndUseFcltsAmt |
| Revenue Not Reported | $976,717 | RevenueNotReportedAmt |
| Revenue Subtotal | $2,875,796 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $29,720 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $29,720 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $2,905,516 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $3,693,751 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $418,000 | DonatedServicesUseFcltsAmt |
| Expenses Not Reported | $418,000 | ExpensesNotReportedAmt |
| Expenses Subtotal | $3,275,751 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $29,720 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $29,720 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $3,305,471 | TotalExpensesPerForm990Amt |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp (6 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|---|
| SOUTH AMERICA | 0 | 0 | PROGRAM SERVICES | SURGICAL OUTREACH GRANTS, AND CONFERENCE ATTENDANCE, LODGING AND TRAVEL | $24,000 |
| NORTH AMERICA | 0 | 0 | PROGRAM SERVICES | RESEARCH AND EDUCATIONAL GRANTS | $361,000 |
| MIDDLE EAST AND NORTH AFRICA | 0 | 0 | PROGRAM SERVICES | EDUCATIONAL GRANTS | $10,000 |
| SOUTH ASIA | 0 | 0 | PROGRAM SERVICES | EDUCATIONAL GRANTS | $15,000 |
| SUB-SAHARAN AFRICA | 0 | 0 | PROGRAM SERVICES | SURGICAL OUTREACH AND EDUCATIONAL GRANTS | $35,800 |
| EUROPE (INCLUDING ICELAND & GREENLAND) | 0 | 0 | PROGRAM SERVICES | SURGICAL OUTREACH AND EDUCATIONAL GRANTS | $33,300 |
| 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 | $479,100 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $479,100 | TotalSpentAmt |
Grants To Org Outside US GrantsToOrgOutsideUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | SUB-SAHARAN AFRICA | RegionTxt |
| Purpose Of Grant | SURGICAL OUTREACH GRANT | PurposeOfGrantTxt |
| Cash Grant | $23,300 | CashGrantAmt |
| Non Cash Assistance | $0 | NonCashAssistanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 1 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Foreign Individuals Grants ForeignIndividualsGrantsGrp (6 entries)
| Type Of AssistanceTypeOfAssistanceTxt | RegionRegionTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt | Manner Of Cash DisbursementMannerOfCashDisbursementTxt |
|---|---|---|---|---|
| SURGICAL OUTREACH GRANTS, AND CONFERENCE ATTENDANCE, LODGING AND TRAVEL | SOUTH AMERICA | 9 | $24,000 | CASH PAYMENT |
| RESEARCH AND EDUCATIONAL GRANTS | NORTH AMERICA | 4 | $361,000 | CASH PAYMENT |
| EDUCATIONAL GRANT | MIDDLE EAST AND NORTH AFRICA | 1 | $10,000 | CASH PAYMENT |
| EDUCATIONAL GRANTS | SOUTH ASIA | 2 | $15,000 | CASH PAYMENT |
| SURGICAL OUTREACH AND EDUCATIONAL GRANTS | SUB-SAHARAN AFRICA | 2 | $12,500 | CASH PAYMENT |
| SURGICAL OUTREACH AND EDUCATIONAL GRANTS | EUROPE (INCLUDING ICELAND & GREENLAND) | 2 | $33,300 | CASH PAYMENT |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | TSF REQUIRES INTERIM REPORTING FROM ALL AWARDEES, INCLUDING THOSE FROM OUTSIDE THE UNITED STATES. AT INTERVALS DURING THE AWARD TERM, AWARDEES MUST SUBMIT A WRITTEN UPDATE ON RESEARCH OR FELLOWSHIP PROGRESS, AIMS ACHIEVED OR IN PROCESS, OBSTACLES ENCOUNTERED, AND A BUDGET UPDATE THAT DESCRIBES USE OF AWARDED FUNDS. THESE REPORTS ARE REVIEWED BY TSF STAFF AND LEADERSHIP TO MONITOR THE APPROPRIATE USE OF GRANTS AND TO ENSURE THAT GRANTEE ACTIVITIES ALIGN WITH THE ORGANIZATION'S MISSION. | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (10 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|
| DIVINE WILL FOUNDATION | |||||||||
| PO BOX 235795 | ENCINITAS | CA | 92024 | 463820097 | 501(C)(3) | $35,000 | $0 | EVERY HEART BEAT MATTERS | |
| DUKE UNIVERSITY | |||||||||
| ACCOUNTS RECEIVABLE LOCKBOX PO BOX | CHARLOTTE | NC | 282602651 | 560532129 | 501(C)(3) | $105,000 | $0 | EVERY HEART BEAT MATTERS | 602651 |
| INDIANA UNIVERSITY HEALTH FOUNDATION INC | |||||||||
| 1633 N CAPITOL AVE SUITE 1200 | INDIANAPOLIS | IN | 46202 | 366043086 | 501(C)(3) | $35,000 | $0 | EVERY HEART BEAT MATTERS | |
| PERUVIAN AMERICAN MEDICAL SOCIETY | |||||||||
| 3009 TOREADOR DR NE | ALBUQUERQUE | NM | 87111 | 382824781 | 501(C)(3) | $70,000 | $0 | EVERY HEART BEAT MATTERS | |
| REGENTS OF THE UNIVERSITY OF MINNESOTA | |||||||||
| NW 5957 PO BOX 1450 | MINNEAPOLIS | MN | 554855957 | 416007513 | 501(C)(3) | $70,000 | $0 | EVERY HEART BEAT MATTERS | |
| REGENTS OF UNIVERSITY OF CAPE TOWN FUND INC | |||||||||
| 201 ALLEN ST UNIT 10019 | NEW YORK | NY | 10002 | 133202349 | 501(C)(3) | $70,000 | $0 | EVERY HEART BEAT MATTERS | |
| THE UNIVERSITY OF TEXAS AT AUSTIN | |||||||||
| 110 INNER CAMPUS DR MS K5300 | AUSTIN | TX | 78712 | 746000203 | 501(C)(3) | $70,000 | $0 | EVERY HEART BEAT MATTERS | |
| UNIVERSITY OF WASHINGTON | |||||||||
| 12455 COLLECTIONS DR | CHICAGO | IL | 60693 | 916001537 | 501(C)(3) | $70,000 | $0 | EVERY HEART BEAT MATTERS | |
| VOOM FOUNDATION | |||||||||
| 1602 ROCK PRAIRIE RD SUITE 130 A | COLLEGE STATION | TX | 77845 | 582678884 | 501(C)(3) | $93,300 | $0 | EVERY HEART BEAT MATTERS | |
| WILLIAM NOVICK GLOBAL CARDIAC ALLIANCE | |||||||||
| 1750 MADISON AVE STE 500 | MEMPHIS | TN | 38104 | 472184002 | 501(C)(3) | $35,000 | $0 | EVERY HEART BEAT MATTERS | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 10 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (22 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt |
|---|---|---|
| LEVI WATKINS FELLOWSHIP | 1 | $5,000 |
| CAROLYN REED TRAVELING FELLOWSHIP | 2 | $17,500 |
| MICHAEL DAVIDSON FELLOWSHIP | 2 | $67,500 |
| TSF RESEARCH | 4 | $580,000 |
| LUNG CANER RESEARCH AWARD | 2 | $200,000 |
| AZ MINORITY HEALTH RESEARCH | 2 | $200,000 |
| EVERY HEARTBEAT MATTERS | 1 | $1,512 |
| BRAUNWALAD RESEARCH AWARD | 3 | $400,000 |
| STSA RESEARCH AWARD | 2 | $160,000 |
| REPLOGLE TRAVELING FELLOWSHIP | 1 | $10,000 |
| ALLEY SHERIDAN | 1 | $2,500 |
| STS RESEARCH AWARD | 1 | $180,000 |
| SAHA SCHOLARSHIP | 8 | $15,845 |
| STS CORONARY CONFERENCE RESIDENT SCHOLARSHIP | 5 | $8,149 |
| NICHOLAS KOUCHOUKOS AWARD | 3 | $16,000 |
| TSF UNDERREPRESENTED ROBOTIC GENERAL THORACIC SURGEON DEVELOPMENT AWARD | 3 | $30,000 |
| THE THORACIC SURGERY FOUNDATION/FRANCIS FONTAN FUND INTERNATIONAL TRAVELING FELLOWSHIP | 2 | $40,000 |
| VIVIEN THOMAS AWARD | 1 | $10,000 |
| EXTRAORDINARY WOMEN IN CT SURGERY | 3 | $15,000 |
| DOUGLAS MATHISEN TRAVELING FELLOWSHIP | 1 | $20,000 |
| ROBOTIC CARDIAC FELLOWSHIP | 1 | $9,000 |
| STS DATABASE CLINICAL RESEARCH | 1 | $80,000 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | EACH TSF GRANT PROJECT IS THOROUGHLY EVALUATED AND SCORED BY THREE TSF RESEARCH COMMITTEE REVIEWERS. THE RESEARCH REVIEWERS HAVE BEEN APPOINTED BY THE TSF PRESIDENT AND APPROVED BY THE TSF BOARD OF DIRECTORS, AND SPECIALIZE IN THORACIC SURGERY. THE GRANT APPLICANT IS REQUIRED TO SUBMIT HIS/HER APPLICATION INCLUDING CV, HIS/HER MENTOR'S CV, RESEARCH DESCRIPTION, PHOTO, AND THREE LETTERS OF RECOMMENDATION FROM THE APPLICANT'S SUPERIOR AT THE INSTITUTION OF WHICH THEY ARE APPLYING THE RESEARCH. THE LETTERS OF RECOMMENDATION MUST COME FROM DEPARTMENT CHAIRS, PROGRAM DIRECTORS, OR SPONSORS AT THE INSTITUTION IN WHICH THE RESEARCH OCCURS. THE APPLICANT'S SPONSOR'S CV IS ALSO EVALUATED. EACH SUBSEQUENT GRANT PAYMENT IS ISSUED AFTER THE APPLICANT SUBMITS A VALID PROGRESS REPORT, AND AFTER THE INSTITUTION SUPPLIES A SIGNED FINANCIAL PROGRESS REPORT VALIDATING THE EXPENSES. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LEE WIENSCH | PersonNm |
| Title | EXECUTIVE DIRECTOR | TitleTxt |
| Base Compensation Filing Org | $152,911 | BaseCompensationFilingOrgAmt |
| Compensation Based On Rltd Orgs | $0 | CompensationBasedOnRltdOrgsAmt |
| Bonus Filing Organization | $2,822 | BonusFilingOrganizationAmount |
| Bonus Related Organizations | $0 | BonusRelatedOrganizationsAmt |
| Other Compensation Filing Org | $0 | OtherCompensationFilingOrgAmt |
| Other Compensation Rltd Orgs | $0 | OtherCompensationRltdOrgsAmt |
| Deferred Compensation Flng Org | $14,484 | DeferredCompensationFlngOrgAmt |
| Deferred Comp Rltd Orgs | $0 | DeferredCompRltdOrgsAmt |
| Nontaxable Benefits Filing Org | $32,849 | NontaxableBenefitsFilingOrgAmt |
| Nontaxable Benefits Rltd Orgs | $0 | NontaxableBenefitsRltdOrgsAmt |
| Total Compensation Filing Org | $203,066 | TotalCompensationFilingOrgAmt |
| Total Compensation Rltd Orgs | $0 | TotalCompensationRltdOrgsAmt |
| Comp Report Prior990 Filing Org | $0 | CompReportPrior990FilingOrgAmt |
| Comp Report Prior990 Rltd Orgs | $0 | CompReportPrior990RltdOrgsAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 3 | FormAndLineReferenceDesc |
| Explanation | THE SOCIETY OF THORACIC SURGEONS IS RESPONSIBLE FOR ALL COMPENSATION AND BENEFIT MATTERS. THE SOCIETY ANNUALLY PARTICIPATES IN AN INDUSTRY SPECIFIC EXECUTIVE COMPENSATION SURVEY. THE RESULTS OF THIS SURVEY ARE REVIEWED BY MANAGEMENT AND THE BOARD OF DIRECTORS. IN ADDITION THE BOARD OF DIRECTORS REGULARLY ENGAGES AN EXTERNAL COMPENSATION CONSULTING FIRM TO ASSIST IN ITS REVIEW OF THE LEVEL OF COMPENSATION, INCENTIVES AND BENEFITS FOR SENIOR EXECUTIVES AND KEY EMPLOYEES. ANNUALLY, THE SOCIETY'S STAFF AND/OR THE BOARD OF DIRECTORS PREPARES PERFORMANCE REVIEWS FOR ALL SENIOR MANAGERS AND KEY EMPLOYEES AND MAKES A RECOMMENDATION REGARDING COMPENSATION, INCENTIVES AND BENEFITS ADJUSTMENTS. THE BOARD OF DIRECTORS CONSIDERS THE PERFORMANCE RECOMMENDATION, COMPARISONS OF TOTAL COMPENSATION BY EXECUTIVE TO MARKET COMPENSATION PERCENTILE FOR INDUSTRY EXECUTIVES WITH SIMILAR JOB TITLES AND/OR SKILL SETS, AND ORGANIZATIONAL NEEDS. A RECOMMENDATION REGARDING COMPENSATION AND BENEFITS CHANGES FOR SENIOR MANAGEMENT IS MADE, WHICH IS APPROVED ANNUALLY BY THE FULL BOARD OF DIRECTORS WITHIN THE BUDGET PROCESS. THE BOARD OF DIRECTORS PROCEEDINGS ARE CONTEMPORANEOUSLY DOCUMENTED AND MINUTES ARE MAINTAINED. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (10 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 3 | THE SOCIETY OF THORACIC SURGEONS (STS) OF CHICAGO, ILLINOIS, MAINTAINS THE BOOKS AND RECORDS OF THE ORGANIZATION AND PERFORMS OTHER RELATED MANAGERIAL AND ADMINISTRATIVE FUNCTIONS FOR WHICH IT IS COMPENSATED. |
| FORM 990, PART VI, SECTION A, LINE 4 | DURING 2023, TSF REVISED ITS BYLAWS. THESE REVISIONS WERE AS FOLLOWS: 1. TO UPDATE THE ORGANIZATION'S MISSION STATEMENT 2. TO EXTEND OFFICER TERMS FROM TWO YEARS TO THREE YEARS WITH STAGGERED TERMS AND ADJUST THE MINIMUM AND MAXIMUM NUMBER OF SEATS ON THE TSF BOARD TO COMPLY WITH ILLINOIS STATE REQUIREMENTS ALLOWING A RANGE OF NO MORE THAN FIVE SEATS. |
| FORM 990, PART VI, SECTION A, LINE 7A | THE SOCIETY OF THORACIC SURGEONS OF CHICAGO, A RELATED ORGANIZATION, IS RESPONSIBLE FOR THE APPROVAL OF BYLAW CHANGES AS WELL AS APPROVAL AND APPOINTMENT OF OFFICERS AND BOARD MEMBERS. |
| FORM 990, PART VI, SECTION A, LINE 7B | THE SOCIETY OF THORACIC SURGEONS OF CHICAGO, A RELATED ORGANIZATION, IS RESPONSIBLE FOR THE APPROVAL OF BYLAW CHANGES AS WELL AS APPROVAL AND APPOINTMENT OF OFFICERS AND BOARD MEMBERS. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE 990 IS REVIEWED BY THE ADMINISTRATIVE STAFF OF THE MANAGEMENT COMPANY (STS) AND IS THEN PROVIDED TO THE TREASURER, AND THEN GOVERNING BODY, FOR FINAL REVIEW BEFORE IT IS FILED. |
| FORM 990, PART VI, SECTION B, LINE 12C | TSF HAS A FORMAL CONFLICT OF INTEREST POLICY. ALL BOARD AND COMMITTEE MEMBERS ARE REQUIRED TO SIGN THE POLICY AND DISCLOSE CONFLICTS ANNUALLY. THE SIGNED POLICY AND DISCLOSURES ARE SENT TO TSF ADMINISTRATION. THEY ARE RECORDED AND MONITORED PERIODICALLY THROUGHOUT THE YEAR. IF THERE IS A CONFLICT, IT IS BROUGHT TO THE ATTENTION OF THE BOARD PRESIDENT FOR FURTHER ACTION. THE BOARD PRESIDENT READS A DISCLOSURE STATEMENT AT THE BEGINNING OF EACH BOARD MEETING. |
| FORM 990, PART VI, SECTION B, LINE 15 | COMPENSATION OF THE EXECUTIVE DIRECTOR IS DETERMINED BY A RELATED ORGANIZATION, THE SOCIETY OF THORACIC SURGEONS OF CHICAGO. THE RELATED ORGANIZATION UTILIZES AN INDEPENDENT COMPENSATION CONSULTANT, AND COMPENSATION SURVEYS OR STUDIES, TO DETERMINE COMPENSATION OF THE EXECUTIVE DIRECTOR OF TSF. |
| FORM 990, PART VI, SECTION C, LINE 18 | FORM 990 IS AVAILABLE TO THE PUBLIC UPON REQUEST AT THE ADMINISTRATIVE OFFICES OF THE ORGANIZATION'S MANAGEMENT COMPANY (STS), AND ON THE FOUNDATION'S WEBSITE. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST AT THE ADMINISTRATIVE OFFICES OF THE ORGANIZATION'S MANAGEMENT COMPANY. |
| FORM 990, PART VII, SECTION A - COMPENSATION: | COMPENSATION REPORTED FOR LEE WIENSCH, TSF'S CURRENT EXECUTIVE DIRECTOR, IS PAID BY A RELATED ORGANIZATION AND COMMON PAYMASTER, THE SOCIETY OF THORACIC SURGEONS (STS) EIN 36-3022713. SINCE ALL SERVICES PERFORMED BY THIS INDIVIDUAL ARE FOR THE THORACIC SURGERY FOUNDATION, THE COMPENSATION HAS BEEN REPORTED IN COLUMN D AS IF PAID BY THE FILING ORGANIZATION. STS HAS COMPLIED WITH PAYROLL FILING REQUIREMENTS. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE SOCIETY OF THORACIC SURGEONS | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 633 N SAINT CLAIR ST | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60611 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 363022713 | EIN |
| Primary Activities | TO ENHANCE THE ABILITY OF CARDIOTHORACIC SURGEONS. | PrimaryActivitiesTxt |
| Legal Domicile State | IL | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(6) | ExemptCodeSectionTxt |
| Controlled Organization | 0 | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (1) | 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 | Yes (1) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (1) | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp
Other Organization Name OtherOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE SOCIETY OF THORACIC SURGEONS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | C | TransactionTypeTxt |
| Involved | $387,833 | InvolvedAmt |
| Method Of Amount Determination | CASH PAID | MethodOfAmountDeterminationTxt |
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