SOUTHWEST SOCIETY OF ORAL SURGEONS: Form 990, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
SOUTHWEST SOCIETY OF ORAL SURGEONS (EIN 74-6081887)
Tax period
2021-01-01 to 2021-12-31
Filed
2022-11-14
IRS object ID
202203189349317225
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

FieldValueIRS element (for citing)
Return2022-11-14T17:56:44-05:00ReturnTs
Tax Period End2021-12-31TaxPeriodEndDt

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 Begin2021-01-01TaxPeriodBeginDt

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
Signature2022-11-14SignatureDt
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

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJAMES S HUSTON EAPreparerPersonNm
PTINP01436859PTIN
Phone2106596677PhoneNum
Preparation2022-11-14PreparationDt
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

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$111,526GrossReceiptsAmt
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 Employee3TotalEmployeeCnt
Total Gross UBI$0TotalGrossUBIAmt
CY Contributions Grants$0CYContributionsGrantsAmt
CY Program Service Revenue$111,526CYProgramServiceRevenueAmt
CY Investment Income$0CYInvestmentIncomeAmt
CY Other Revenue$0CYOtherRevenueAmt
CY Total Revenue$111,526CYTotalRevenueAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
CY Salaries Comp Emp Bnft Paid$57,802CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
CY Other Expenses$56,504CYOtherExpensesAmt
CY Total Expenses$114,306CYTotalExpensesAmt
CY Revenues Less Expenses-$2,780CYRevenuesLessExpensesAmt
Total Assets BOY$14,680TotalAssetsBOYAmt
Total Assets EOY$56,832TotalAssetsEOYAmt
Total Liabilities BOY$90,388TotalLiabilitiesBOYAmt
Total Liabilities EOY$135,320TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY-$75,708NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY-$78,488NetAssetsOrFundBalancesEOYAmt
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 AssetsfalseReportOtherAssetsInd
Report Other LiabilitiesfalseReportOtherLiabilitiesInd
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 Document3IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (true)BackupWthldComplianceInd
Employee3EmployeeCnt
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 (11 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
RYAN T HIGLEY DDS
IMMEDIATE PA1.00Yes (X)Yes (X)$0$0$0
SCOTT W SEARCEY DDS
TRUSTEE1.00Yes (X)$0$0$0
WILLIAM V JORDAN III DDS
TRUSTEE1.00Yes (X)$0$0$0
WIA PONG NG DMD
TRUSTEE1.00Yes (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/TR1.00Yes (X)Yes (X)$0$0$0
BRIAN H STONE DDS MD
PRESIDENT EL1.00Yes (X)Yes (X)$0$0$0
GREGORY S TATE DDS MD
TRUSTEE1.00Yes (X)$0$0$0
J CLAY FUSELIER DDS MD
TRUSTEE1.00Yes (X)$0$0$0
MARK A CRAIG DDS MD
PRESIDENT1.00Yes (X)Yes (X)$0$0$0
DAVID M GROGAN DDS MSD
TRUSTEE1.00Yes (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 (4 entries)

DescDescTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
ANNUAL MEETING$85,979$85,979
ANNUAL DUES$25,175$25,175
LATE FEES$232$232
APPLICATION FEES$140$140
FieldValueIRS element (for citing)
Total Program Service Revenue$111,526TotalProgramServiceRevenueAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$111,526TotalRevenueColumnAmt
Related Or Exempt Func Income$111,526RelatedOrExemptFuncIncomeAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$26,000TotalAmt
Program Services$19,500ProgramServicesAmt
Management And General$6,500ManagementAndGeneralAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$27,500TotalAmt
Program Services$27,500ProgramServicesAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$4,302TotalAmt
Program Services$3,770ProgramServicesAmt
Management And General$532ManagementAndGeneralAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$250TotalAmt
Management And General$250ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$7,294TotalAmt
Management And General$7,294ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$1,386TotalAmt
Program Services$1,329ProgramServicesAmt
Management And General$57ManagementAndGeneralAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$4,024TotalAmt
Program Services$4,014ProgramServicesAmt
Management And General$10ManagementAndGeneralAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$1,059TotalAmt
Program Services$1,059ProgramServicesAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$35,654TotalAmt
Program Services$35,654ProgramServicesAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmt
BANK AND CC FEES$3,166$3,166
SOFTWARE$1,995$499$1,496
MEALS$613$613
SHIPPING$500$500

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$563TotalAmt
Program Services$422ProgramServicesAmt
Management And General$141ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$114,306TotalAmt
Program Services$98,026ProgramServicesAmt
Management And General$16,280ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$8,913BOYAmt
EOY$56,070EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$4,761BOYAmt
EOY$762EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$1,006BOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$14,680BOYAmt
EOY$56,832EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$90,388BOYAmt
EOY$135,320EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$90,388BOYAmt
EOY$135,320EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY-$75,708BOYAmt
EOY-$78,488EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY-$75,708BOYAmt
EOY-$78,488EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$14,680BOYAmt
EOY$56,832EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss-$2,780ReconcilationRevenueExpnssAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedfalseFSAuditedInd

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.