SOUTHWEST SOCIETY OF ORAL SURGEONS: Form 990, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
SOUTHWEST SOCIETY OF ORAL SURGEONS (EIN 74-6081887)
Tax period
2022-01-01 to 2022-12-31
Filed
2023-11-15
IRS object ID
202343199349310849
Schema version
2022v5.0
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)
Return2023-11-15T12:58:55-05:00ReturnTs
Tax Period End2022-12-31TaxPeriodEndDt

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 Begin2022-01-01TaxPeriodBeginDt

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
Signature2023-11-15SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstKELLY ANNPersonFirstNm
Person LastSHY-MARANCAPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrfalseIRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJAMES S HUSTON EAPreparerPersonNm
PTINP01436859PTIN
Phone2106596677PhoneNum
Preparation2023-11-15PreparationDt
FieldValueIRS element (for citing)
Tax2022TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

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$235,048GrossReceiptsAmt
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 Body10VotingMembersGoverningBodyCnt
Voting Members Independent8VotingMembersIndependentCnt
Total Employee2TotalEmployeeCnt
Total Gross UBI$0TotalGrossUBIAmt
CY Contributions Grants$0CYContributionsGrantsAmt
PY Program Service Revenue$111,526PYProgramServiceRevenueAmt
CY Program Service Revenue$235,047CYProgramServiceRevenueAmt
CY Investment Income$1CYInvestmentIncomeAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$111,526PYTotalRevenueAmt
CY Total Revenue$235,048CYTotalRevenueAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$57,802PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$45,353CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$56,504PYOtherExpensesAmt
CY Other Expenses$186,510CYOtherExpensesAmt
PY Total Expenses$114,306PYTotalExpensesAmt
CY Total Expenses$231,863CYTotalExpensesAmt
PY Revenues Less Expenses-$2,780PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$3,185CYRevenuesLessExpensesAmt
Total Assets BOY$56,832TotalAssetsBOYAmt
Total Assets EOY$81,586TotalAssetsEOYAmt
Total Liabilities BOY$135,320TotalLiabilitiesBOYAmt
Total Liabilities EOY$33,065TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY-$78,488NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$48,521NetAssetsOrFundBalancesEOYAmt
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 Document5IRPDocumentCnt
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 Members10GoverningBodyVotingMembersCnt
Independent Voting Member8IndependentVotingMemberCnt
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 (10 entries)

TitleTitleTxtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
RYAN T HIGLEY DDS
IMMEDIATE PAYes (X)Yes (X)$0$0$0
SCOTT W SEARCEY DDS
TRUSTEEYes (X)$0$0$0
WILLIAM V JORDAN III DDS
TRUSTEEYes (X)$0$0$0
WIA PONG NG DMD
TRUSTEEYes (X)$0$0$0
PAUL TIWANA DDS MD MS FACS
VICE PRESIDEYes (X)Yes (X)$0$0$0
VERNON P BURKE DMD MD FACS
SECRETARY/TRYes (X)Yes (X)$0$0$0
BRIAN H STONE DDS MD
PRESIDENT ELYes (X)Yes (X)$0$0$0
GREGORY S TATE DDS MD
TRUSTEEYes (X)$0$0$0
J CLAY FUSELIER DDS MD
TRUSTEEYes (X)$0$0$0
MARK A CRAIG DDS MD
PRESIDENTYes (X)Yes (X)$0$0$0
FieldValueIRS element (for citing)
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KfalseTotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd

Program Service Revenue ProgramServiceRevenueGrp (3 entries)

DescDescTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
ANNUAL MEETING$206,147$206,147
ANNUAL DUES$28,725$28,725
APPLICATION FEES$175$175
FieldValueIRS element (for citing)
Total Program Service Revenue$235,047TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$1TotalRevenueColumnAmt
Exclusion$1ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$235,048TotalRevenueColumnAmt
Related Or Exempt Func Income$235,047RelatedOrExemptFuncIncomeAmt
Exclusion$1ExclusionAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$12,000TotalAmt
Program Services$9,000ProgramServicesAmt
Management And General$3,000ManagementAndGeneralAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

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

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$3,353TotalAmt
Program Services$2,938ProgramServicesAmt
Management And General$415ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$2,192TotalAmt
Management And General$2,192ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$4,100TotalAmt
Program Services$3,717ProgramServicesAmt
Management And General$383ManagementAndGeneralAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$5,115TotalAmt
Program Services$5,102ProgramServicesAmt
Management And General$13ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmt
ANNUAL MEETING EXPENSE$170,805$170,805
SOFTWARE$2,460$615$1,845
EQUIPMENT RENTAL$1,941$1,456$485
AWARDS$299$299

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total-$402TotalAmt
Program Services-$402ProgramServicesAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$231,863TotalAmt
Program Services$223,530ProgramServicesAmt
Management And General$8,333ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$56,070BOYAmt
EOY$9,070EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$762BOYAmt
EOY$763EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

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

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
EOY$68,750EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$56,832BOYAmt
EOY$81,586EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$135,320BOYAmt
EOY$8,330EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
EOY$21,205EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
EOY$3,530EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$135,320BOYAmt
EOY$33,065EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY-$78,488BOYAmt
EOY$48,521EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY-$78,488BOYAmt
EOY$48,521EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$56,832BOYAmt
EOY$81,586EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$3,185ReconcilationRevenueExpnssAmt
Prior Period Adjustments$123,824PriorPeriodAdjustmentsAmt
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$68,750BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Other Assets$68,750TotalBookValueOtherAssetsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

FieldValueIRS element (for citing)
DescOTHER LIABILITIESDesc
Amt$3,530Amt
FieldValueIRS element (for citing)
Total Liability$3,530TotalLiabilityAmt

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.

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.