2023-10-19T08:23:59-05:00 2022-12-31 410746749 CLIFTONLARSONALLEN LLP 2021 SPRING ROAD SUITE 200 OAK BROOK IL 60523 990 2022-01-01 363181838 SOUTHERN THORACIC SURGICAL ASSOCIATION SOUT 3122025892 633 N SAINT CLAIR STREET 2100 CHICAGO IL 60611 SHANDA BLACKMON MD SECRETARY/TREASURER 3122025892 2023-10-16 1 SHANDA BLACKMON MD 999009999 0 MELISSA STRUCK P01310867 6305738600 2023-10-16 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z SHANDA BLACKMON MD 633 N SAINT CLAIR STREET 2100 CHICAGO IL 60611 1207718 0 X WWW.STSA.ORG X 1954 IL TO ADVANCE PATIENT CARE, STRENGTHEN OUR CARDIOTHORACIC SURGERY COMMUNITY, AND ENGAGE OUR FAMILIES BY FOSTERING A CULTURE OF COLLEGIALITY AND LIFE BALANCE. 11 11 0 95 0 0 5300 500 872419 211560 345356 7988 0 0 1223075 220048 61601 50000 0 0 0 0 0 0 0 816430 497886 878031 547886 345044 -327838 3422418 2692126 309230 353596 3113188 2338530 TO ADVANCE PATIENT CARE, STRENGTHEN OUR CARDIOTHORACIC SURGERY COMMUNITY, AND ENGAGE OUR FAMILIES BY FOSTERING A CULTURE OF COLLEGIALITY AND LIFE BALANCE. 0 0 ANNUAL MEETINGS AND EDUCATIONAL OPPORTUNITIES FOR MEMBERS TO GATHER AND DISCUSS NEW DEVELOPMENTS IN THE FIELD OF CARDIOTHORACIC AND CARDIOVASCULAR SURGERY AND SHARE IDEAS FOR IMPROVEMENTS. 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 4 0 0 0 0 0 0 0 0 0 0 X 11 11 0 1 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 0 0 0 X THE ORGANIZATION 3122025892 633 N SAINT CLAIR STREET 2100 CHICAGO IL 60611 X DANIEL L MILLER MD PRESIDENT 3.00 X X 0 0 0 VINOD H THOURANI MD COUNCIL CHAIR 0.50 X X 0 0 0 JEFFREY P JACOBS MD PAST COUNCIL CHAIR 0.50 X X 0 0 0 STEPHEN C YANG MD VICE PRESIDENT/ PRESIDENT-ELECT 1.50 X X 0 0 0 SHANDA H BLACKMON MD SECRETARY/TREASURER 3.00 X X 0 0 0 SCOTT A LEMAIRE MD DIRECTOR OF CME 0.50 X 0 0 0 CONSTANTINE MAVROUDIS MD HISTORIAN 0.50 X 0 0 0 OURANIA PREVENTZA MD COUNCILOR 0.50 X 0 0 0 JAMES J GANGEMI MD COUNCILOR 0.50 X 0 0 0 DANIELA MOLENA MD COUNCILOR 0.50 X 0 0 0 MELANIE EDWARDS MD SECOND VICE PRESIDENT 1.50 X X 0 0 0 BETH WINER EXECUTIVE DIRECTOR (UNTIL 8/31/22) 12.00 X 0 0 0 LAURA MEDEK EXECUTIVE DIRECTOR (AS OF 9/1/2022) 40.00 X 0 0 0 0 0 0 0 0 0 0 THE SOCIETY OF THORACIC SURGEONS 633 NORTH SAINT CLAIR STREET SUITE CHICAGO IL 60611 MANAGEMENT SERVICES 284487 1 500 500 MEMBERSHIP DUES 900099 206010 206010 INITIATION FEES 900099 3000 3000 ANNALS SUBSCRIPTION 900099 2550 2550 211560 69207 69207 926451 987670 -61219 -61219 -61219 220048 211560 0 7988 50000 284487 14475 14472 54209 36475 24910 58794 9564 MISCELLANEOUS 500 547886 593988 336146 41599 76559 592 3385 32837 10898 2753402 2265138 3422418 2692126 228530 278596 80000 75000 700 309230 353596 X 3090610 2313823 22578 24707 3113188 2338530 3422418 2692126 -327838 -446820 0 X X 0 1 X 1 0 0 1 0 0 X -241244 -446820 -446820 205576 14472 14472 220048 533414 0 533414 14472 14472 547886 PART X, LINE 2: STSA IS EXEMPT FROM FEDERAL AND STATE INCOME TAXES UNDER SECTION 501(C)(6) OF THE INTERNAL REVENUE CODE. STSA IS SUBJECT TO INCOME TAXES ON UNRELATED BUSINESS INCOME. THERE IS NO TAX LIABILITY OR EXPENSE RECORDED AS OF DECEMBER 31, 2022 AND 2021. STSA HAS ADOPTED THE REQUIREMENTS FOR ACCOUNTING FOR UNCERTAIN TAX POSITIONS. STSA DETERMINED THAT IT IS NOT REQUIRED TO RECORD A LIABILITY RELATED TO UNCERTAIN TAX POSITIONS FOR THE YEARS ENDED DECEMBER 31, 2022 AND 2021. 1 THE THORACIC SURGERY FOUNDATION 633 NORTH ST CLAIR SUITE 2100 CHICAGO IL 60611 363635910 501(C)(3) 50000 0 RESEARCH 1 PART I, LINE 2: STSA CONTRIBUTES FUNDS TO TSF, A 501C3 ORGANIZATION, FOR A NAMED STSA RESEARCH SCHOLARSHIP. TSF'S RESEARCH COMMITTEE HAS A VETTING PROCESS FOR SELECTING THE RECIPIENT FOR THIS AWARD. THE RECIPIENT PROVIDES PROGRESS REPORTS TO TSF. FORM 990, PART VI, SECTION A, LINE 3 PER A MANAGEMENT AGREEMENT BETWEEN BOTH PARTIES, STSA HAS RETAINED THE SOCIETY OF THORACIC SURGEONS (STS) TO PROVIDE ADMINISTRATIVE MANAGEMENT SERVICES AND TO PERFORM SUCH OTHER DUTIES AND SERVICES AS MAY BE ENTRUSTED TO STS BY STSA IN ACCORDANCE WITH STSA'S BYLAWS, ARTICLES OF INCORPORATION, RULES AND REGULATIONS AND BUDGET. THE STS OFFICE SERVES AS THE HEADQUARTERS FOR STSA. THE EMPLOYEES OF STS PROVIDE THESE SERVICES. FORM 990, PART VI, SECTION A, LINE 6 THE ASSOCIATION HAS MEMBERS. THERE ARE SIX (6) CATEGORIES OF MEMBERS: ACTIVE, SENIOR, CANDIDATE, PRE-CANDIDATE, ASSOCIATE, AND HONORARY MEMBER. MEMBERS SHALL BE INDIVIDUALS WHO SUPPORT THE PURPOSE OF THE ASSOCIATION AND WHO AGREE TO COMPLY WITH THE ASSOCIATION'S RULES AND REGULATIONS. ACTIVE AND SENIOR MEMBERS SHALL BE ENTITLED TO HOLD OFFICE AND SHALL HAVE VOTING PRIVILEGES. ACTIVE AND SENIOR MEMBERS MUST BE BOARD CERTIFIED BY THE AMERICAN BOARD OF THORACIC SURGERY OR ITS FOREIGN EQUIVALENT. ASSOCIATE MEMBERS INCLUDE SUPPORT STAFF FOR PRACTICING CARDIOTHORACIC SURGEONS INCLUDING, BUT NOT LIMITED TO, NURSES, NURSE PRACTITIONERS, PERFUSIONISTS, PHYSICIAN ASSISTANTS, AND RESEARCH STAFF. HONORARY MEMBERSHIP CAN BE BESTOWED UPON A WORTHY RECIPIENT UPON RECOMMENDATION OF THE COUNCIL AND RATIFICATION BY A TWO-THIRDS MAJORITY OF THE VOTES AT THE ANNUAL MEETING. HONORARY MEMBERS ARE WELCOMED AT ALL SCIENTIFIC AND BUSINESS MEETINGS OF THE ASSOCIATION, BUT HAVE NO OBLIGATIONS OR RESPONSIBILITIES IN THE ORGANIZATION. CANDIDATE MEMBERS MUST BE MATCHED OR ENROLLED IN A THORACIC SURGERY EDUCATIONAL PROGRAM ACCREDITED BY THE RESIDENCY REVIEW COMMITTEE FOR THORACIC SURGERY UNDER THE AUTHORITY OF THE ACCREDITATION COUNCIL FOR GRADUATE MEDICAL EDUCATION THAT IS WITHIN THE STSA REGION PROVIDED FOR IN THE BYLAWS TO BE CLASSIFIED AS A CANDIDATE MEMBER. PRE-CANDIDATE MEMBERS MAY APPLY FOR MEMBERSHIP BY EXPRESSING A DESIRE TO ENTER THE FIELD OF CARDIOTHORACIC SURGERY. PRE-CANDIDATE MEMBERS MAY TRANSFER TO CANDIDATE MEMBER STATUS ONCE THEY HAVE MATCHED OR ENROLLED IN A THORACIC SURGERY EDUCATIONAL PROGRAM ACCREDITED BY THE RESIDENCY REVIEW COMMITTEE FOR THORACIC SURGERY UNDER THE AUTHORITY OF THE ACCREDITATION COUNCIL FOR GRADUATE MEDICAL EDUCATION THAT IS WITHIN THE STSA REGION. FORM 990, PART VI, SECTION A, LINE 7A THE MEMBERS OF STSA PARTICIPATE IN THE ELECTION OF OFFICERS. FORM 990, PART VI, SECTION A, LINE 7B THE MEMBERS OF STSA CAN VOTE ON BYLAW CHANGES, APPROVE NEW MEMBERS AND THE SLATE OF NOMINATIONS FOR OFFICERS. FORM 990, PART VI, SECTION B, LINE 11B THE ORGANIZATION RETAINED THE SERVICES OF AN INDEPENDENT CPA FIRM TO PREPARE ITS FORM 990. MANAGEMENT THEN REVIEWS THE COMPLETED FORM 990 AND PROVIDED A FULL COPY TO ALL VOTING MEMBERS OF THE ORGANIZATION'S EXECUTIVE COUNCIL (IE, THE GOVERNING BODY). THE VOTING MEMBERS OF THE GOVERNING BODY WERE GIVEN A REASONABLE AMOUNT OF TIME TO REVIEW THE RETURN AND ASK ANY QUESTIONS DIRECTLY TO MANAGEMENT. FORM 990, PART VI, SECTION B, LINE 12C OFFICERS, COUNCILORS, AND OTHERS ARE ANNUALLY REQUIRED TO COMPLETE A CONFLICT OF INTEREST DISCLOSURE STATEMENT AS A REQUIREMENT OF SERVICE. THE STATEMENT ON STSA DISCLOSURE POLICY AND GUIDELINES REGARDING CONFLICTS OF INTEREST IS READ AT THE BEGINNING OF EVERY EXECUTIVE COUNCIL, COMMITTEE, COUNCIL OPERATING BOARD, AND WORKFORCE MEETING. IF A CONFLICT OF INTEREST OR THE APPEARANCE OF A CONFLICT OF INTEREST EXISTS, THE PERSON WITH SUCH A CONFLICT MUST DISCLOSE THE RELATIONSHIP AND REFRAIN FROM VOTING ON THE MATTER. IF THE NATURE OF THE RELATIONSHIP SUGGESTS THAT HIS OR HER PRESENCE MAY BE DETRIMENTAL TO THE DISCUSSION, HE OR SHE MUST EXIT THE MEETING. THE MEETING CHAIR MAKES THE FINAL DETERMINATIONS TO THE APPROPRIATE ACTION. FORM 990, PART VI, SECTION C, LINE 19 AVAILABLE UPON REQUEST FORM 990, PART XII, LINE 2C: THE PROCESS OF ASSUMING OVERSIGHT RESPONSIBILITY FOR THE SELECTION OF INDEPENDENT ACCOUNTANTS HAS NOT CHANGED FROM THE PRIOR YEAR.