INTERNATIONAL SOCIETY FOR MINIMALLY INVASIVE CARDIAC SURGERY: Form 990, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
INTERNATIONAL SOCIETY FOR MINIMALLY INVASIVE CARDIAC SURGERY (EIN 41-1889746)
Tax period
2023-01-01 to 2023-12-31
Filed
2024-11-15
IRS object ID
202443209349323104
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)
Return2024-11-15T17:11:43-05:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN042917204PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1ANSTISS & CO PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line16 OMNI WAY STE 201AddressLine1Txt
CityCHELMSFORDCityNm
State AbbreviationMAStateAbbreviationCd
ZIP018244187ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2023-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN411889746EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1INTERNATIONAL SOCIETY FOR MINIMALLYBusinessNameLine1Txt
Business Name Line2INVASIVE CARDIOTHORACIC SURGERYBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlINTEBusinessNameControlTxt
Phone9789278330PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1500 CUMMINGS CENTER SUITE 4400AddressLine1Txt
CityBEVERLYCityNm
State AbbreviationMAStateAbbreviationCd
ZIP01915ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonNIRAV C PATEL MDPersonNm
Person TitleTREASURERPersonTitleTxt
Phone9789278330PhoneNum
Signature2024-11-15SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrfalseIRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonBRENDAN E TOOLINPreparerPersonNm
PTINP01323447PTIN
Phone9784522500PhoneNum
Preparation2024-11-15PreparationDt
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2024-10-15 13:58:12ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerNIKOLAOS BONAROS MDPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1500 CUMMINGS CENTER SUITE 4400AddressLine1Txt
CityBEVERLYCityNm
State AbbreviationMAStateAbbreviationCd
ZIP01915ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$989,097GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.ISMICS.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1998FormationYr
Legal Domicile StateMNLegalDomicileStateCd
Activity Or MissionTO ENGAGE IN, ASSIST, AND CONTRIBUTE TO THE SUPPORT OF EXCLUSIVELY SCIENTIFIC EDUCATIONAL OR CHARITABLE ACTIVITIES AND PROJECTS.ActivityOrMissionDesc
Voting Members Governing Body20VotingMembersGoverningBodyCnt
Voting Members Independent20VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers78TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
PY Contributions Grants$270,346PYContributionsGrantsAmt
CY Contributions Grants$330,008CYContributionsGrantsAmt
PY Program Service Revenue$489,090PYProgramServiceRevenueAmt
CY Program Service Revenue$543,517CYProgramServiceRevenueAmt
PY Investment Income$9,933PYInvestmentIncomeAmt
CY Investment Income$33,060CYInvestmentIncomeAmt
PY Other Revenue$69,756PYOtherRevenueAmt
CY Other Revenue$75,263CYOtherRevenueAmt
PY Total Revenue$839,125PYTotalRevenueAmt
CY Total Revenue$981,848CYTotalRevenueAmt
PY Grants And Similar Paid$23,432PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$32,983CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
CY Salaries Comp Emp Bnft Paid$30,000CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$48,212CYTotalFundraisingExpenseAmt
PY Other Expenses$964,051PYOtherExpensesAmt
CY Other Expenses$888,638CYOtherExpensesAmt
PY Total Expenses$987,483PYTotalExpensesAmt
CY Total Expenses$951,621CYTotalExpensesAmt
PY Revenues Less Expenses-$148,358PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$30,227CYRevenuesLessExpensesAmt
Total Assets BOY$740,358TotalAssetsBOYAmt
Total Assets EOY$755,731TotalAssetsEOYAmt
Total Liabilities BOY$175,389TotalLiabilitiesBOYAmt
Total Liabilities EOY$116,443TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$564,969NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$639,288NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionTO ENGAGE IN, ASSIST, AND CONTRIBUTE TO THE SUPPORT OF EXCLUSIVELY SCIENTIFIC, EDUCATIONAL, OR CHARITABLE ACTIVITIES AND PROJECTS.MissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$495,760ExpenseAmt
Grant$9,000GrantAmt
Revenue$388,917RevenueAmt
DescMEETINGS - TO PROVIDE A FORUM FOR DEVELOPMENT OF THE MEDICAL SUBSPECIALTY OF MINIMALLY INVASIVE CARDIOTHORACIC AND CARDIOVASCULAR SURGERY.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$133,004ExpenseAmt
Revenue$32,150RevenueAmt
DescPUBLICATIONS - TO PROVIDE AN AUDIENCE FOR THE SCIENTIFIC EVALUATION OF NEW AND INNOVATIVE MINIMALLY INVASIVE SURGICAL TECHNIQUES AND TECHNOLOGY.Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$52,426ExpenseAmt
DescCOMMITTEES - THE SOCIETY ASSEMBLES COMMITTEES TO HELP ORGANIZE AND OPERATE VARIOUS FUNCTIONS OF THE SOCIETY.Desc

Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp

FieldValueIRS element (for citing)
Expense$23,983ExpenseAmt
Grant$23,983GrantAmt
DescGRANTS AND CONTRIBUTIONS - SUBRAMANIAN AWARD, GRUNDEMAN AWARD, AND CHITWOOD AWARD.Desc
FieldValueIRS element (for citing)
Total Other Prog Srvc Expense$23,983TotalOtherProgSrvcExpenseAmt
Total Other Prog Srvc Grant$23,983TotalOtherProgSrvcGrantAmt
Total Program Service Expenses$705,173TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredYes (true)ScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesfalseLobbyingActivitiesInd
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 AssetsfalseReportOtherAssetsInd
Report Other LiabilitiesfalseReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (true)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtfalseIndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtfalseConsolidatedAuditFinclStmtInd
School OperatingfalseSchoolOperatingInd
Foreign OfficefalseForeignOfficeInd
Foreign ActivitiesYes (true)ForeignActivitiesInd
More Than5000 K To OrgfalseMoreThan5000KToOrgInd
More Than5000 K To IndividualsYes (true)MoreThan5000KToIndividualsInd
Professional FundraisingfalseProfessionalFundraisingInd
Fundraising ActivitiesfalseFundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Grants To IndividualsYes (true)GrantsToIndividualsInd
Schedule J RequiredfalseScheduleJRequiredInd
Tax Exempt BondsfalseTaxExemptBondsInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
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
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
IRP Document6IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (true)BackupWthldComplianceInd
Employee0EmployeeCnt
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Foreign Financial AccountfalseForeignFinancialAccountInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Quid Pro Quo ContributionsfalseQuidProQuoContributionsInd
Form8282 Property Disposed OffalseForm8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
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 Members20GoverningBodyVotingMembersCnt
Independent Voting Member20IndependentVotingMemberCnt
Family Or Business RlnfalseFamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesYes (true)DelegationOfMgmtDutiesInd
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 BodyfalseForm990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (true)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (true)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (true)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (true)WhistleblowerPolicyInd
Document Retention PolicyYes (true)DocumentRetentionPolicyInd
Compensation Process CEOfalseCompensationProcessCEOInd
Compensation Process OtherfalseCompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd
States Where Copy Of Return Is FldMAStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1PRRIBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone9789278330PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1500 CUMMINGS CENTER SUITE 4400AddressLine1Txt
CityBEVERLYCityNm
State AbbreviationMAStateAbbreviationCd
ZIP01915ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (35 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
NIKOLAOS BONAROS MD
PRESIDENT/PR2.00Yes (X)Yes (X)$0$0$0
HUSAM H BALKHY MD
PRESIDENT-EL2.00Yes (X)Yes (X)$0$0$0
GRY DAHLE MD
VP/SECRETARY2.00Yes (X)Yes (X)$0$0$0
VINOD H THOURANI MD
PAST PRES/PR2.00Yes (X)Yes (X)$0$0$0
JOERG KEMPFERT MD
SECRETARY/DI2.00Yes (X)Yes (X)$0$0$0
NIRAV C PATEL MD
TREASURER2.00Yes (X)Yes (X)$0$0$0
ABBAS E ABBAS MD
TREASURER-EL2.00Yes (X)Yes (X)$0$0$0
JOHANNES BODNER
THORACIC PRO2.00Yes (X)$0$0$0
ROBERT CERFOLIO MD MBA
THORACIC PRO2.00Yes (X)$0$0$0
WING HUNG LAU
THORACIC PRO2.00Yes (X)$0$0$0
ANTONIOS SIDERIS
THORACIC PRO2.00Yes (X)$0$0$0
ANTONIOS PITSIS PHD
CARDIAC PROG2.00Yes (X)$0$0$0
SABINE BLEIZIFFER
CARDIAC PROG2.00Yes (X)$0$0$0
ANDREA AMABILE
CARDIAC PROG2.00Yes (X)$0$0$0
JORGE M CATRIP TORRES MD
AT LARGE DIR2.00Yes (X)$0$0$0
STEPHAN CERNY MD PHD
AT-LARGE DIR2.00Yes (X)$0$0$0
KEITA KIKUCHI MD PHD
DIRECTOR2.00Yes (X)$0$0$0
SAHIN SENAY PROF
DIRECTOR2.00Yes (X)$0$0$0
ERIC J LEHR MD PHD
DIRECTOR2.00Yes (X)$0$0$0
TOM C NGUYEN MD
DIRECTOR2.00Yes (X)$0$0$0
MARC RUEL MD MPH
DIRECTOR2.00Yes (X)$0$0$0
PEYMAN SARDARI NIA MD PHD
DIRECTOR2.00Yes (X)$0$0$0
JOSEPH ZACHARIAS MD
DIRECTOR2.00Yes (X)$0$0$0
SATHYAKI NAMBALA
DIRECTOR2.00Yes (X)$0$0$0
SHARON BEN-OR MD
DIRECTOR2.00Yes (X)$0$0$0
BRIAN MITZMAN
DIRECTOR2.00Yes (X)$0$0$0
JENS C RUECKERT MD
DIRECTOR2.00Yes (X)$0$0$0
NIV AD MD
EDITOR2.00Yes (X)$30,000$0$0
BOB B KIAII MD
PAST PRES (62.00Yes (X)Yes (X)$0$0$0
JOEL DUNNING MD
DIRECTOR (6/2.00Yes (X)$0$0$0
CALVIN S NG MD
DIRECTOR (6/2.00Yes (X)$0$0$0
JAMES EDELMAN
CARDIAC COCH2.00Yes (X)$0$0$0
JESSICA FORCILLO
CARDIAC COCH2.00Yes (X)$0$0$0
PETER KNEUERTZ MD
THOR CO-CHR2.00Yes (X)$0$0$0
ERIC SCEUSI
THOR CO-CHR2.00Yes (X)$0$0$0
FieldValueIRS element (for citing)
Total Reportable Comp From Org$30,000TotalReportableCompFromOrgAmt
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KfalseTotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp

Contractor Name ContractorName

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1PRRIBusinessNameLine1Txt

Contractor Address ContractorAddress

US Address USAddress

FieldValueIRS element (for citing)
Address Line1500 CUMMINGS CTR SUITE 4400AddressLine1Txt
CityBEVERLYCityNm
State AbbreviationMAStateAbbreviationCd
ZIP01915ZIPCd
FieldValueIRS element (for citing)
ServicesMANAGEMENT SERVServicesDesc
Compensation$291,409CompensationAmt
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K1CntrctRcvdGreaterThan100KCnt
All Other Contributions$330,008AllOtherContributionsAmt
Total Contributions$330,008TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (3 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
ANNUAL MEETING900099$390,112$390,112
MEMBERSHIP DUES900099$121,255$121,255
SUBSCRIPTIONS511120$32,150$32,150
FieldValueIRS element (for citing)
Total Program Service Revenue$543,517TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$14,609TotalRevenueColumnAmt
Exclusion$14,609ExclusionAmt

Royalties Revenue RoyaltiesRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$75,263TotalRevenueColumnAmt
Exclusion$75,263ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$25,700SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$7,249SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$18,451SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$18,451TotalRevenueColumnAmt
Exclusion$18,451ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$981,848TotalRevenueColumnAmt
Related Or Exempt Func Income$543,517RelatedOrExemptFuncIncomeAmt
Exclusion$108,323ExclusionAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$11,000TotalAmt
Program Services$11,000ProgramServicesAmt

Foreign Grants ForeignGrantsGrp

FieldValueIRS element (for citing)
Total$21,983TotalAmt
Program Services$21,983ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$30,000TotalAmt
Program Services$30,000ProgramServicesAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$133,660TotalAmt
Management And General$133,660ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$24,947TotalAmt
Management And General$24,947ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$3,179TotalAmt
Management And General$3,179ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$24,414TotalAmt
Management And General$24,414ManagementAndGeneralAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$486,760TotalAmt
Program Services$486,760ProgramServicesAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$2,441TotalAmt
Management And General$2,441ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtFundraisingFundraisingAmtManagement And GeneralManagementAndGeneralAmt
PRINTING AND PUBLICATIONS$103,004$103,004
COMMITTEES$52,426$52,426
DEVELOPMENT$48,212$48,212
HOMEPAGE$9,595$9,595

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$951,621TotalAmt
Program Services$705,173ProgramServicesAmt
Management And General$198,236ManagementAndGeneralAmt
Fundraising$48,212FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$198,339BOYAmt
EOY$58,938EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$2,506BOYAmt
EOY$2,507EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$25,999BOYAmt
EOY$17,713EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$16,671BOYAmt
EOY$105,759EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$496,843BOYAmt
EOY$570,814EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$740,358BOYAmt
EOY$755,731EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$84,064BOYAmt
EOY$49,538EOYAmt

Grants Payable GrantsPayableGrp

FieldValueIRS element (for citing)
EOY$5,000EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$91,325BOYAmt
EOY$61,905EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$175,389BOYAmt
EOY$116,443EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$482,381BOYAmt
EOY$572,482EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$82,588BOYAmt
EOY$66,806EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$564,969BOYAmt
EOY$639,288EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$740,358BOYAmt
EOY$755,731EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$30,227ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$44,092NetUnrlzdGainsLossesInvstAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedYes (true)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

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

Schedule A IRS990ScheduleA

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

Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$365,474CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$48,950CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$278,412CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$270,346CurrentTaxYearMinus1YearAmt
Current Tax Year$330,008CurrentTaxYearAmt
Total$1,293,190TotalAmt

Gross Receipts Admissions GrossReceiptsAdmissionsGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$776,511CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$227,338CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$259,983CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$489,090CurrentTaxYearMinus1YearAmt
Current Tax Year$543,517CurrentTaxYearAmt
Total$2,296,439TotalAmt

Total509 Total509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,141,985CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$276,288CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$538,395CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$759,436CurrentTaxYearMinus1YearAmt
Current Tax Year$873,525CurrentTaxYearAmt
Total$3,589,629TotalAmt

Substantial Contributors Amt SubstantialContributorsAmtGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$14,453CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus2 Years$1,473CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,609CurrentTaxYearMinus1YearAmt
Current Tax Year$1,098CurrentTaxYearAmt
Total$18,633TotalAmt

Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$14,453CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus2 Years$1,473CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,609CurrentTaxYearMinus1YearAmt
Current Tax Year$1,098CurrentTaxYearAmt
Total$18,633TotalAmt
FieldValueIRS element (for citing)
Public Support Total509$3,570,996PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$42,912CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$38,734CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$64,284CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$79,689CurrentTaxYearMinus1YearAmt
Current Tax Year$89,872CurrentTaxYearAmt
Total$315,491TotalAmt

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$42,912CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$38,734CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$64,284CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$79,689CurrentTaxYearMinus1YearAmt
Current Tax Year$89,872CurrentTaxYearAmt
Total$315,491TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,184,897CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$315,022CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$602,679CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$839,125CurrentTaxYearMinus1YearAmt
Current Tax Year$963,397CurrentTaxYearAmt
Total$3,905,120TotalAmt
FieldValueIRS element (for citing)
Public Support CY5090.91440PublicSupportCY509Pct
Public Support PY5090.91950PublicSupportPY509Pct
Investment Income CY0.08000InvestmentIncomeCYPct
Investment Income PY0.08000InvestmentIncomePYPct
Thirty Thr Pct Suprt Tests CY509Yes (X)ThirtyThrPctSuprtTestsCY509Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

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

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$1,022,761TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$44,092NetUnrealizedGainsInvstAmt
Revenue Not Reported$44,092RevenueNotReportedAmt
Revenue Subtotal$978,669RevenueSubtotalAmt
Investment Expenses Not Incld$3,179InvestmentExpensesNotIncldAmt
Revenue Not Reported Fincl Stmt$3,179RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$981,848TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$948,442TotExpnsEtcAuditedFinclStmtAmt
Expenses Subtotal$948,442ExpensesSubtotalAmt
Investment Expenses Not Incld2$3,179InvestmentExpensesNotIncld2Amt
Expenses Not Rpt Fincl Stmt$3,179ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$951,621TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE D, PAGE 3, PART XFormAndLineReferenceDesc
ExplanationASC 740-10, "ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES" REQUIRES THE SOCIETY TO EVALUATE AND DISCLOSE TAX POSITIONS THAT COULD HAVE AN EFFECT ON THE SOCIETY'S FINANCIAL STATEMENTS. THE SOCIETY REPORTS ITS ACTIVITIES TO THE INTERNAL REVENUE SERVICE AND TO THE COMMONWEALTH OF MASSACHUSETTS ON AN ANNUAL BASIS. THESE INFORMATIONAL RETURNS ARE GENERALLY SUBJECT TO AUDIT FOR A PERIOD OF THREE YEARS AFTER FILING. SUBSTANTIALLY ALL THE SOCIETY'S INCOME, EXPENDITURES AND ACTIVITIES RELATE TO ITS EXEMPT PURPOSE, THEREFORE, MANAGEMENT HAS DETERMINED THAT THE SOCIETY IS NOT SUBJECT TO UNRELATED BUSINESS INCOME TAXES AND WILL CONTINUE TO QUALIFY AS A TAX- EXEMPT NOT-FOR-PROFIT ENTITY.ExplanationTxt

Schedule F IRS990ScheduleF

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

Account Activities Outside US AccountActivitiesOutsideUSGrp

FieldValueIRS element (for citing)
RegionEUROPERegionTxt
Type Of Activities ConductedGRANTS TO RECIPIENTSTypeOfActivitiesConductedTxt
Region Total Expenditures$21,983RegionTotalExpendituresAmt
FieldValueIRS element (for citing)
Subtotal Spent$21,983SubtotalSpentAmt
Total Spent$21,983TotalSpentAmt

Foreign Individuals Grants ForeignIndividualsGrantsGrp (2 entries)

Type Of AssistanceTypeOfAssistanceTxtRegionRegionTxtRecipientRecipientCntCash GrantCashGrantAmtManner Of Cash DisbursementMannerOfCashDisbursementTxt
SUBRAMANIAN INNOVATIONEUROPE2$16,983CHECK
GRUNDEMAN AWARDEUROPE1$5,000CHECK
FieldValueIRS element (for citing)
Transfer To Foreign CorpfalseTransferToForeignCorpInd
Interest In Foreign TrustfalseInterestInForeignTrustInd
Foreign Corp OwnershipfalseForeignCorpOwnershipInd
Passive Foreign Investmest CofalsePassiveForeignInvestmestCoInd
Foreign PartnershipfalseForeignPartnershipInd
Boycott CountriesfalseBoycottCountriesInd

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
SCHEDULE F, PAGE 1, PART I, LINE 3EUROPE 21,983 0
SCHEDULE F, PAGE 5, PART VPART I, LINE 2: GRANTS AWARDED ARE COMPETITION BASED AND AWARDED TO RECOGNIZE EXCELLENCE IN PREPARATION OF MANUSCRIPTS AND PRESENTATIONS IN THE AREA OF CARDIOTHORACIC AND CARDIOVASCULAR SURGERY.

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedfalseGrantRecordsMaintainedInd

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (3 entries)

Grant TypeGrantTypeTxtRecipientRecipientCntCash GrantCashGrantAmt
BEST MODERATED POSTER11$6,000
YOUNG INVESTIGATOR AWARD1$3,000
CHITWOOD AWARD2$2,000

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE I, PAGE 4, PART IVFormAndLineReferenceDesc
ExplanationPART I, LINE 2: GRANTS AWARDED ARE COMPETITION BASED AND AWARDED TO RECOGNIZE EXCELLENCE IN PREPARATION OF MANUSCRIPTS AND PRESENTATIONS IN THE AREA OF CARDIOTHORACIC AND CARDIOVASCULAR SURGERY.ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (8 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PAGE 2, PART III, LINE 4DGRANTS AND CONTRIBUTIONS - SUBRAMANIAN AWARD, GRUNDEMAN AWARD, AND CHITWOOD AWARD.
FORM 990, PAGE 6, PART VI, LINE 3THE PROFESSIONAL RELATIONS AND RESEARCH INSTITUTE (PRRI) OF BEVERLY, MASSACHUSETTS, MAINTAINS THE BOOKS AND RECORDS OF THE SOCIETY AND PERFORMS OTHER RELATED MANAGERIAL AND ADMINISTRATIVE FUNCTIONS FOR WHICH IT IS COMPENSATED.
FORM 990, PAGE 6, PART VI, LINE 6THE ORGANIZATION HAS EIGHT CLASSES OF MEMBERS: ACTIVE, SENIOR, INACTIVE, CANDIDATE, HONORARY, ALLIED HEALTH, RESIDENT/MEDICAL STUDENT, AND CORPORATE. ACTIVE MEMBERS HAVE VOTING RIGHTS.
FORM 990, PAGE 6, PART VI, LINE 7AACTIVE MEMBERS HAVE THE RIGHT TO ELECT OFFICERS AND MEMBERS OF THE BOARD OF DIRECTORS.
FORM 990, PAGE 6, PART VI, LINE 7BACTIVE MEMBERS HAVE THE RIGHT TO VOTE ON MATTERS ALLOWED UNDER THE LAW.
FORM 990, PAGE 6, PART VI, LINE 11B990 IS REVIEWED BY THE ADMINISTRATIVE STAFF OF THE MANAGEMENT COMPANY (PRRI) AND IS THEN PROVIDED TO THE TREASURER FOR FINAL REVIEW BEFORE IT IS FILED.
FORM 990, PAGE 6, PART VI, LINE 12CTHE CONFLICT OF INTEREST POLICY IS DISTRIBUTED, DISCUSSED AND UPDATED AT EACH BOARD MEETING IN ORDER FOR THE ORGANIZATION TO MONITOR AND ENFORCE COMPLIANCE WITH THE POLICY BY ALL OFFICERS AND DIRECTORS.
FORM 990, PAGE 6, PART VI, LINE 19GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST AT THE ADMINISTRATIVE OFFICES OF THE ORGANIZATION'S MANAGEMENT COMPANY (PRRI).

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