WESTERN THORACIC SURGICAL ASSOCIATION: Form 990, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- WESTERN THORACIC SURGICAL ASSOCIATION (EIN 23-7405487)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-09-28
- IRS object ID
- 202242719349300324
- Schema version
- 2021v4.0
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-09-28T10:20:31-04:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 042917204 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ANSTISS & CO PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6 OMNI WAY SUITE 201 | AddressLine1Txt |
| City | CHELMSFORD | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 018244141 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 237405487 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE WESTERN THORACIC SURGICAL | BusinessNameLine1Txt |
| Business Name Line2 | ASSOCIATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WEST | BusinessNameControlTxt |
| Phone | 9789278330 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 CUMMINGS CENTER SUITE 4400 | AddressLine1Txt |
| City | BEVERLY | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01915 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JESSICA S DONINGTON MD | PersonNm |
| Person Title | VICE PRESIDENT/TREAS | PersonTitleTxt |
| Phone | 9789278330 | PhoneNum |
| Signature | 2022-09-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JESSICA S | PersonFirstNm |
| Person Last | DONINGTON | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BRENDAN E TOOLIN | PreparerPersonNm |
| PTIN | P01323447 | PTIN |
| Phone | 9784522500 | PhoneNum |
| Preparation | 2022-09-15 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | JOSEPH C CLEVELAND JR MD | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 CUMMINGS CENTER SUITE 4400 | AddressLine1Txt |
| City | BEVERLY | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01915 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $590,529 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.WESTERNTHORACIC.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1974 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | TO PROMOTE ADVANCEMENT IN THE QUALITY AND PRACTICE OF THORACIC AND CARDIOVASCULAR SURGERY. | ActivityOrMissionDesc |
| Voting Members Governing Body | 11 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 11 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 63 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $76,900 | PYContributionsGrantsAmt |
| CY Contributions Grants | $189,651 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $75,440 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $361,010 | CYProgramServiceRevenueAmt |
| PY Investment Income | $8,742 | PYInvestmentIncomeAmt |
| CY Investment Income | $28,131 | CYInvestmentIncomeAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $161,082 | PYTotalRevenueAmt |
| CY Total Revenue | $578,792 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $15,000 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $22,000 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| CY Salaries Comp Emp Bnft Paid | $0 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $244,416 | PYOtherExpensesAmt |
| CY Other Expenses | $452,752 | CYOtherExpensesAmt |
| PY Total Expenses | $259,416 | PYTotalExpensesAmt |
| CY Total Expenses | $474,752 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$98,334 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $104,040 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $815,866 | TotalAssetsBOYAmt |
| Total Assets EOY | $945,768 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $5,500 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $4,800 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $810,366 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $940,968 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | TO ASSOCIATE PERSONS LIVING IN WESTERN UNITED STATES AND CANADA FOR THE ADVANCEMENT IN QUALITY AND PRACTICE OF THORACIC AND CARDIOVASCULAR SURGERY. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $345,829 | ExpenseAmt |
| Revenue | $305,510 | RevenueAmt |
| Desc | ANNUAL MEETING - TO UPDATE MEMBERS ON NEW MEDICAL TECHNIQUES AND IDEAS. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $22,000 | ExpenseAmt |
| Grant | $22,000 | GrantAmt |
| Desc | GRANTS - TO PAY FOR EXPENSES RELATED TO PARTICIPATION IN AND AWARDS FOR THE SAMSON PRIZE COMPETITION, AS WELL AS TO OFFSET EXPENSES RELATED TO EDUCATIONAL/SCIENTIFIC OFFERINGS AT ITS ANNUAL MEETING SUCH AS FUTURE POSTGRADUATE SYMPOSIA THAT PERTAIN TO THE CARE OF PATIENTS WITH DISEASES THAT ARE TREATED BY CARDIOTHORACIC SURGEONS, INCLUDES A GRANT TO FOSTER INNOVATIVE EDUCATIONAL INITIATIVES IN CT SURGERY BY WTSA MEMBERS AND TO DISSEMINATE THIS INFORMATION TO OTHER TRAINING CENTERS AND ACADEMIC INSTITUTIONS. ALSO INCLUDES A TRAVELLING FELLOWSHIP TO PROMOTE INTERACTION AND LEARNING BETWEEN RESIDENTS/TRAINEES/PRACTICING SURGEONS AND WTSA MEMBER. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $20,989 | ExpenseAmt |
| Desc | COMMITTEES - REGULAR MEETINGS TO KEEP UPDATED ON CHANGES IN THORACIC AND CARDIOVASCULAR SURGERY AND PRACTICES. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $440 | ExpenseAmt |
| Desc | PRINTING & PUBLICATIONS - NEWSLETTER EXPENSES | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $440 | TotalOtherProgSrvcExpenseAmt |
| Total Program Service Expenses | $389,258 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (true) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | false | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | false | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | false | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | false | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 4 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 11 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 11 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | Yes (true) | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (true) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (true) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (true) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | false | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | false | CompensationProcessCEOInd |
| Compensation Process Other | false | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PRRI | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9789278330 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 CUMMINGS CENTER SUITE 4400 | AddressLine1Txt |
| City | BEVERLY | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01915 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | Yes (X) | NoListedPersonsCompensatedInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (15 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| JOSEPH C CLEVELAND JR MD | ||||||
| PRESIDENT/VI | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| JESSICA S DONINGTON MD | ||||||
| VICE PRESIDE | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| MICHAEL P FISCHBEIN MD PHD | ||||||
| SECRETARY | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| MICHAEL J WEYANT MD | ||||||
| TREASURER | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| DOUGLAS E WOOD MD | ||||||
| HISTORIAN | 2.00 | Yes (X) | $0 | $0 | $0 | |
| ALEC PATTERSON | ||||||
| EDITOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| RICHARD I WHYTE MD | ||||||
| IMM. PAST PR | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| DANIEL L SERNA MD | ||||||
| COUNCILOR-AT | 2.00 | Yes (X) | $0 | $0 | $0 | |
| RAM KUMAR SUBRAMANYAN MD | ||||||
| COUNCILOR-AT | 2.00 | Yes (X) | $0 | $0 | $0 | |
| ARTHUR N THOMAS MD | ||||||
| COUNCILOR/FO | 2.00 | Yes (X) | $0 | $0 | $0 | |
| Y JOSEPH WOO MD | ||||||
| COUNCILOR-AT | 2.00 | Yes (X) | $0 | $0 | $0 | |
| PATRICIA A THISTLETHWAITE MD | ||||||
| IM PAST PRES | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| BRIAN L REEMTSEN MD | ||||||
| COUNCIL-AT-L | 2.00 | Yes (X) | $0 | $0 | $0 | |
| SEAN C GRONDIN MD | ||||||
| REP TO ACS B | 2.00 | Yes (X) | $0 | $0 | $0 | |
| RICHARD D WEISEL MD | ||||||
| EDITOR (6/21 | 2.00 | Yes (X) | $0 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | false | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp
Contractor Name ContractorName
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PRRI | BusinessNameLine1Txt |
Contractor Address ContractorAddress
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 CUMMINGS CENTER SUITE 4400 | AddressLine1Txt |
| City | BEVERLY | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01915 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | MANAGEMENT | ServicesDesc |
| Compensation | $134,842 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
| Membership Dues | $48,975 | MembershipDuesAmt |
| All Other Contributions | $140,676 | AllOtherContributionsAmt |
| Total Contributions | $189,651 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| ANNUAL MEETINGS | 541900 | $305,510 | $305,510 |
| MEMBERSHIP DUES | 541900 | $55,500 | $55,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $361,010 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $8,768 | TotalRevenueColumnAmt |
| Exclusion | $8,768 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $31,100 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $11,737 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $19,363 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $19,363 | TotalRevenueColumnAmt |
| Exclusion | $19,363 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $578,792 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $361,010 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $28,131 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,000 | TotalAmt |
| Program Services | $20,000 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,000 | TotalAmt |
| Program Services | $2,000 | ProgramServicesAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $118,777 | TotalAmt |
| Program Services | $66,966 | ProgramServicesAmt |
| Management And General | $51,811 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $389 | TotalAmt |
| Management And General | $389 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,728 | TotalAmt |
| Management And General | $7,728 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,733 | TotalAmt |
| Management And General | $2,733 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,537 | TotalAmt |
| Management And General | $13,537 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,658 | TotalAmt |
| Management And General | $8,658 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,298 | TotalAmt |
| Program Services | $2,298 | ProgramServicesAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $276,565 | TotalAmt |
| Program Services | $276,565 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $411 | TotalAmt |
| Management And General | $411 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| OFFICERS AND COMMITTEES | $20,989 | $20,989 | |
| PUBLICATIONS | $440 | $440 | |
| PRINTING AND REPRODUCTION | $227 | $227 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $474,752 | TotalAmt |
| Program Services | $389,258 | ProgramServicesAmt |
| Management And General | $85,494 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $313,792 | BOYAmt |
| EOY | $394,633 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $75,376 | BOYAmt |
| EOY | $75,416 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $250 | BOYAmt |
| EOY | $1,250 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $420,386 | BOYAmt |
| EOY | $468,407 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,062 | BOYAmt |
| EOY | $6,062 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $815,866 | BOYAmt |
| EOY | $945,768 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,250 | BOYAmt |
| EOY | $2,925 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,250 | BOYAmt |
| EOY | $1,875 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,500 | BOYAmt |
| EOY | $4,800 | 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 | $534,699 | BOYAmt |
| EOY | $634,721 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $275,667 | BOYAmt |
| EOY | $306,247 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $810,366 | BOYAmt |
| EOY | $940,968 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $815,866 | BOYAmt |
| EOY | $945,768 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $104,040 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $22,994 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $3,568 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Other | Yes (X) | MethodOfAccountingOtherInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | false | FSAuditedInd |
| Federal Grant Audit Required | false | 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 | $173,775 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $175,794 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $188,400 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $76,900 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $189,651 | CurrentTaxYearAmt |
| Total | $804,520 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $425,542 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $449,037 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $407,070 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $75,440 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $361,010 | CurrentTaxYearAmt |
| Total | $1,718,099 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $599,317 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $624,831 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $595,470 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $152,340 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $550,661 | CurrentTaxYearAmt |
| Total | $2,522,619 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $28,762 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $53,496 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $21,915 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $10,000 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $12,554 | CurrentTaxYearAmt |
| Total | $126,727 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $28,762 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $53,496 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $21,915 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $10,000 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $12,554 | CurrentTaxYearAmt |
| Total | $126,727 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $2,395,892 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $6,779 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $7,917 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $12,924 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $8,296 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $8,768 | CurrentTaxYearAmt |
| Total | $44,684 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $6,779 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $7,917 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $12,924 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $8,296 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $8,768 | CurrentTaxYearAmt |
| Total | $44,684 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $665 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $70 | CurrentTaxYearMinus2YearsAmt |
| Total | $735 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $606,096 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $633,413 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $608,464 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $160,636 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $559,429 | CurrentTaxYearAmt |
| Total | $2,568,038 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.93300 | PublicSupportCY509Pct |
| Public Support PY509 | 0.93170 | PublicSupportPY509Pct |
| Investment Income CY | 0.02000 | InvestmentIncomeCYPct |
| Investment Income PY | 0.02000 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART III, LINE 12 | FormAndLineReferenceDesc |
| Explanation | TIES 735 | ExplanationTxt |
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
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $307,417 | BeginningYearBalanceAmt |
| Contributions | $16,675 | ContributionsAmt |
| Investment Earnings Or Losses | $27,180 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $7,000 | GrantsOrScholarshipsAmt |
| End Year Balance | $344,272 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $280,709 | BeginningYearBalanceAmt |
| Contributions | $12,200 | ContributionsAmt |
| Investment Earnings Or Losses | $21,508 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $7,000 | GrantsOrScholarshipsAmt |
| End Year Balance | $307,417 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $252,401 | BeginningYearBalanceAmt |
| Contributions | $6,775 | ContributionsAmt |
| Investment Earnings Or Losses | $28,533 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $7,000 | GrantsOrScholarshipsAmt |
| End Year Balance | $280,709 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $249,587 | BeginningYearBalanceAmt |
| Contributions | $14,825 | ContributionsAmt |
| Investment Earnings Or Losses | -$5,011 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $7,000 | GrantsOrScholarshipsAmt |
| End Year Balance | $252,401 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $226,446 | BeginningYearBalanceAmt |
| Contributions | $17,325 | ContributionsAmt |
| Investment Earnings Or Losses | $12,816 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $7,000 | GrantsOrScholarshipsAmt |
| End Year Balance | $249,587 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.11050 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.52130 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.36820 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE D, PAGE 2, PART V, LINE 4 | FormAndLineReferenceDesc |
| Explanation | THE TEMPORARILY RESTRICTED PORTION OF THE ENDOWMENT FUNDS ARE INTENDED TO PAY FOR EXPENSES RELATED TO PARTICIPATION IN AND AWARDS FOR THE SAMSON PRIZE COMPETITION, AS WELL AS TO OFFSET EXPENSES RELATED TO EDUCATIONAL/SCIENTIFIC OFFERINGS AT ITS ANNUAL MEETING SUCH AS FUTURE POSTGRADUATE SYMPOSIA THAT PERTAIN TO THE CARE OF PATIENTS WITH DISEASES THAT ARE TREATED BY CARDIOTHORACIC SURGEONS. | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| NORTON THORACIC INSTITUTE | |||||||
| 500 W THOMAS ROAD SUITE 500 | PHOENIX | AZ | 85013 | 941156365 | 501C3 | $10,000 | DONALD B. DOTY AWARD |
| THORACIC SURGERY FOUNDATION | |||||||
| 633 N SAINT CLAIR ST FLOOR 21 | CHICAGO | IL | 60611 | 363635910 | 501C3 | $10,000 | THORACIC SURGERY FOU |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 2 | Total501c3OrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE I, PAGE 1, PART I, LINE 2 | FormAndLineReferenceDesc |
| Explanation | THE RECIPIENT NEEDS TO PROVIDE A WRITTEN REPORT WITHIN 30 DAYS OF COMPLETING THE PROJECT AND THEY MUST ATTEND THE ANNUAL MEETING AND GIVE A BRIEF PRESENTATION ABOUT THE PROJECT. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (10 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PAGE 2, PART III, LINE 4D | PRINTING & PUBLICATIONS - NEWSLETTER EXPENSES |
| FORM 990, PAGE 6, PART VI, LINE 3 | THE PROFESSIONAL RELATIONS AND RESEARCH INSTITUTE (PRRI) OF BEVERLY, MASSACHUSETTS, MAINTAINS THE BOOKS AND RECORDS OF THE ASSOCIATION AND PERFORMS OTHER RELATED MANAGERIAL AND ADMINISTRATIVE FUNCTIONS FOR WHICH IT IS COMPENSATED. |
| FORM 990, PAGE 6, PART VI, LINE 6 | THE ORGANIZATION HAS FIVE CLASSES OF MEMBERS: ACTIVE, SENIOR, HONORARY, CHARTER AND CANDIDATE. ACTIVE AND SENIOR MEMBERS HAVE VOTING RIGHTS. |
| FORM 990, PAGE 6, PART VI, LINE 7A | ACTIVE AND SENIOR MEMBERS HAVE THE RIGHT TO ELECT OFFICERS AND MEMBERS OF THE COUNCIL. |
| FORM 990, PAGE 6, PART VI, LINE 7B | ACTIVE AND SENIOR MEMBERS HAVE THE RIGHT TO VOTE ON ANY AMENDMENTS TO THE BY-LAWS, DUES INCREASES, OR SPECIAL ASSESSMENTS. |
| FORM 990, PAGE 6, PART VI, LINE 11B | THE 990 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 12C | THE CONFLICT OF INTEREST POLICY IS DISTRIBUTED, DISCUSSED AND UPDATED AT EACH COUNCIL MEETING IN ORDER FOR THE ORGANIZATION TO MONITOR AND ENFORCE COMPLIANCE WITH THE POLICY BY ALL OFFICERS AND COUNCILS. |
| FORM 990, PAGE 6, PART VI, LINE 19 | GOVERNING 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). |
| FORM 990, PART XI, LINE 9 | RETURN OF UNEXPENDED GRANT FUNDS 3,568 |
| FORM 990, PART XII | METHOD OF ACCOUNTING IS THE MODIFIED CASH BASIS OF ACCOUNTING THE COUNCIL PROVIDES OVERSIGHT AND RESPONSIBILITY FOR REVIEWED FINANCIAL STATEMENTS. |
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