THORACIC SURGERY DIRECTORS ASSOCIATION: Form 990, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
THORACIC SURGERY DIRECTORS ASSOCIATION (EIN 56-1196918)
Tax period
2021-01-01 to 2021-12-31
Filed
2022-10-25
IRS object ID
202242989349300424
Schema version
2021v4.2
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)
Return2022-10-25T10:38:53-05:00ReturnTs
Tax Period End2021-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN410746749PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CLIFTONLARSONALLEN LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11301 WEST 22ND STREET SUITE 1100AddressLine1Txt
CityOAK BROOKCityNm
State AbbreviationILStateAbbreviationCd
ZIP60523ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2021-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN561196918EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THORACIC SURGERY DIRECTORS ASSOCIATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlTHORBusinessNameControlTxt
Phone3122025854PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1633 N SAINT CLAIR STREET 2100AddressLine1Txt
CityCHICAGOCityNm
State AbbreviationILStateAbbreviationCd
ZIP60611ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJONATHAN NESBITT MDPersonNm
Person TitleTREASURERPersonTitleTxt
Phone3122025854PhoneNum
Signature2022-10-24SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstJONATHANPersonFirstNm
Person LastNESBITT MDPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMELISSA STRUCKPreparerPersonNm
PTINP01310867PTIN
Phone6305738600PhoneNum
Preparation2022-10-24PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerJONATHAN NESBITT MDPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1633 N SAINT CLAIR STREET 2100AddressLine1Txt
CityCHICAGOCityNm
State AbbreviationILStateAbbreviationCd
ZIP60611ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$1,013,875GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.TSDA.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1978FormationYr
Legal Domicile StateILLegalDomicileStateCd
Activity Or MissionTO PROVIDE RESOURCES AND NETWORKING OPPORTUNITIES FOR PROGRAM DIRECTORS AND PROGRAM COORDINATORS, AND SUPPLEMENTAL CURRICULUM MATERIALS AND RESOURCES FOR MEMBERS.ActivityOrMissionDesc
Voting Members Governing Body9VotingMembersGoverningBodyCnt
Voting Members Independent9VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers225TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$30,270PYContributionsGrantsAmt
CY Contributions Grants$32,180CYContributionsGrantsAmt
PY Program Service Revenue$278,750PYProgramServiceRevenueAmt
CY Program Service Revenue$295,550CYProgramServiceRevenueAmt
PY Investment Income$9,132PYInvestmentIncomeAmt
CY Investment Income$98,662CYInvestmentIncomeAmt
PY Other Revenue$28,343PYOtherRevenueAmt
CY Other Revenue$39,446CYOtherRevenueAmt
PY Total Revenue$346,495PYTotalRevenueAmt
CY Total Revenue$465,838CYTotalRevenueAmt
PY Grants And Similar Paid$500PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$2,523CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$0PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$0CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$353,652PYOtherExpensesAmt
CY Other Expenses$332,506CYOtherExpensesAmt
PY Total Expenses$354,152PYTotalExpensesAmt
CY Total Expenses$335,029CYTotalExpensesAmt
PY Revenues Less Expenses-$7,657PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$130,809CYRevenuesLessExpensesAmt
Total Assets BOY$1,145,225TotalAssetsBOYAmt
Total Assets EOY$1,272,727TotalAssetsEOYAmt
Total Liabilities BOY$21,604TotalLiabilitiesBOYAmt
Total Liabilities EOY$13,378TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$1,123,621NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$1,259,349NetAssetsOrFundBalancesEOYAmt
MissionTO PROVIDE RESOURCES AND NETWORKING OPPORTUNITIES FOR PROGRAM DIRECTORS AND PROGRAM COORDINATORS, AND SUPPLEMENTAL CURRICULUM MATERIALS AND RESOURCES FOR GENERAL SURGERY AND CARDIOTHORACIC SURGERY RESIDENTS.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$78,645ExpenseAmt
Revenue$173,950RevenueAmt
DescIN-TRAINING EXAM FOR THORACIC SURGERY RESIDENTS.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$18,463ExpenseAmt
Grant$2,023GrantAmt
Revenue$31,211RevenueAmt
DescTHORACIC SURGERY RESIDENTS ASSOCIATION (TSRA) OFFERS VARIOUS RESOURCES AND INFORMATION FOR MEDICAL STUDENTS, GENERAL SURGERY RESIDENTS, AND CARDIOTHORACIC SURGERY RESIDENTS AND FELLOWS INTERESTED IN CARDIOTHORACIC SURGERY EDUCATION OR ENROLLED IN A CARDIOTHORACIC SURGERY RESIDENCY OR FELLOWSHIP.Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Revenue$121,600RevenueAmt
DescMEMBERSHIP DUESDesc

Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp

FieldValueIRS element (for citing)
Expense$2,500ExpenseAmt
Grant$500GrantAmt
FieldValueIRS element (for citing)
Total Other Prog Srvc Expense$2,500TotalOtherProgSrvcExpenseAmt
Total Other Prog Srvc Grant$500TotalOtherProgSrvcGrantAmt
Total Program Service Expenses$99,608TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi EndowmentsYes (1)DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other Liabilities0ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To Organizations0GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J Required0ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related Entity0RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document5IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee0EmployeeCnt
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members9GoverningBodyVotingMembersCnt
Independent Voting Member9IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesYes (1)DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or StockholdersYes (1)MembersOrStockholdersInd
Election Of Board MembersYes (1)ElectionOfBoardMembersInd
Decisions Subject To ApprovaYes (1)DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower Policy0WhistleblowerPolicyInd
Document Retention Policy0DocumentRetentionPolicyInd
Compensation Process CEO0CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE ORGANIZATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone3122025854PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1633 N SAINT CLAIR STREET 2100AddressLine1Txt
CityCHICAGOCityNm
State AbbreviationILStateAbbreviationCd
ZIP60611ZIPCd
FieldValueIRS element (for citing)
No Listed Persons CompensatedYes (X)NoListedPersonsCompensatedInd

Form990 Part VII Section A Form990PartVIISectionAGrp (12 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
ANDREA J CARPENTER MD
PRESIDENT3.00Yes (X)Yes (X)$0$0$0
DAVID COOKE MD
PRESIDENT-ELECT3.00Yes (X)Yes (X)$0$0$0
JON NESBITT MD
SECRETARY/TREASURER1.00Yes (X)Yes (X)$0$0$0
ARA VAPORCIYAN MD
IMMEDIATE PAST PRESIDENT0.25Yes (X)Yes (X)$0$0$0
STEPHEN YANG MD
COUNCILOR0.25Yes (X)$0$0$0
TOM VARGHESE MD
COUNCILOR0.50Yes (X)$0$0$0
RITA MILEWSKI MD
COUNCILOR0.25Yes (X)$0$0$0
STEPHANIE FULLER MD
CONGEN. CARDIAC SURGERY FE0.50Yes (X)$0$0$0
AHMET KILIC MD
EARLY SPECIALIZATION COMMI0.25Yes (X)$0$0$0
CRAIG BAKER MD
SECRETARY/TREASURER (THROUGH MAY 2021)1.00Yes (X)Yes (X)$0$0$0
SANDRA STARNES MD
IMMEDIATE PAST PRESIDENT (THROUGH MAY 2021)0.25Yes (X)Yes (X)$0$0$0
BETH WINER
EXECUTIVE DIRECTOR17.00Yes (X)$0$0$0
FieldValueIRS element (for citing)
Total Reportable Comp From Org$0TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$0TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K0TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp

Contractor Name ContractorName

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE SOCIETY OF THORACIC SURGEONSBusinessNameLine1Txt

Contractor Address ContractorAddress

US Address USAddress

FieldValueIRS element (for citing)
Address Line1633 NORTH SAINT CLAIR STREET SUITEAddressLine1Txt
CityCHICAGOCityNm
State AbbreviationILStateAbbreviationCd
ZIP60611ZIPCd
FieldValueIRS element (for citing)
ServicesMANAGEMENT SERVICESServicesDesc
Compensation$258,560CompensationAmt
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K1CntrctRcvdGreaterThan100KCnt
All Other Contributions$32,180AllOtherContributionsAmt
Total Contributions$32,180TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (2 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
EXAM FEES900099$173,950$173,950
MEMBERSHIP900099$121,600$121,600
FieldValueIRS element (for citing)
Total Program Service Revenue$295,550TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$27,982TotalRevenueColumnAmt
Exclusion$27,982ExclusionAmt

Royalties Revenue RoyaltiesRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$31,211TotalRevenueColumnAmt
Related Or Exempt Func Income$31,211RelatedOrExemptFuncIncomeAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$618,717SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$548,037SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$70,680SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$70,680TotalRevenueColumnAmt
Exclusion$70,680ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescMISCELLANEOUS REVENUEDesc
Business900099BusinessCd
Total Revenue Column$8,235TotalRevenueColumnAmt
Exclusion$8,235ExclusionAmt
FieldValueIRS element (for citing)
Other Revenue Total$8,235OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$465,838TotalRevenueColumnAmt
Related Or Exempt Func Income$326,761RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$106,897ExclusionAmt
FieldValueIRS element (for citing)
Info In Schedule O Part IXYes (X)InfoInScheduleOPartIXInd

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$2,523TotalAmt
Program Services$2,523ProgramServicesAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$258,560TotalAmt
Program Services$58,655ProgramServicesAmt
Management And General$199,905ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$13,321TotalAmt
Management And General$13,321ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$4,981TotalAmt
Management And General$4,981ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$48,444TotalAmt
Program Services$36,297ProgramServicesAmt
Management And General$12,147ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$3,524TotalAmt
Program Services$799ProgramServicesAmt
Management And General$2,725ManagementAndGeneralAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$646TotalAmt
Program Services$646ProgramServicesAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$1,000TotalAmt
Program Services$227ProgramServicesAmt
Management And General$773ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$2,030TotalAmt
Program Services$461ProgramServicesAmt
Management And General$1,569ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$335,029TotalAmt
Program Services$99,608ProgramServicesAmt
Management And General$235,421ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$407,934BOYAmt
EOY$198,491EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$14,248BOYAmt
EOY$21,538EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$23,467BOYAmt
EOY$13,665EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$24,764BOYAmt
EOY$10,510EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$83,662LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$68,679LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$2,583BOYAmt
EOY$14,983EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$672,229BOYAmt
EOY$1,013,540EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$1,145,225BOYAmt
EOY$1,272,727EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$604BOYAmt
EOY$5,778EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$21,000BOYAmt
EOY$7,600EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$21,604BOYAmt
EOY$13,378EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$743,031BOYAmt
EOY$1,080,178EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$380,590BOYAmt
EOY$179,171EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$1,123,621BOYAmt
EOY$1,259,349EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$1,145,225BOYAmt
EOY$1,272,727EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$130,809ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$4,919NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Info In Schedule O Part XIIYes (X)InfoInScheduleOPartXIIInd
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

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$127,773CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$16,975CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$125,424CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$30,270CurrentTaxYearMinus1YearAmt
Current Tax Year$32,180CurrentTaxYearAmt
Total$332,622TotalAmt

Gross Receipts Admissions GrossReceiptsAdmissionsGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$317,209CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$292,411CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$381,034CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$301,213CurrentTaxYearMinus1YearAmt
Current Tax Year$326,761CurrentTaxYearAmt
Total$1,618,628TotalAmt

Total509 Total509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$444,982CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$309,386CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$506,458CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$331,483CurrentTaxYearMinus1YearAmt
Current Tax Year$358,941CurrentTaxYearAmt
Total$1,951,250TotalAmt

Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp

FieldValueIRS element (for citing)
Current Tax Year Minus2 Years$59,224CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$8,760CurrentTaxYearMinus1YearAmt
Current Tax Year$18,780CurrentTaxYearAmt
Total$86,764TotalAmt

Substantial Contributors Amt SubstantialContributorsAmtGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp

FieldValueIRS element (for citing)
Current Tax Year Minus2 Years$59,224CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$8,760CurrentTaxYearMinus1YearAmt
Current Tax Year$18,780CurrentTaxYearAmt
Total$86,764TotalAmt
FieldValueIRS element (for citing)
Public Support Total509$1,864,486PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$16,577CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$19,144CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$21,734CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$19,291CurrentTaxYearMinus1YearAmt
Current Tax Year$27,982CurrentTaxYearAmt
Total$104,728TotalAmt

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$16,577CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$19,144CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$21,734CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$19,291CurrentTaxYearMinus1YearAmt
Current Tax Year$27,982CurrentTaxYearAmt
Total$104,728TotalAmt

Other Income509 OtherIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$4,700CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$3,630CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$2,591CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$5,880CurrentTaxYearMinus1YearAmt
Current Tax Year$8,235CurrentTaxYearAmt
Total$25,036TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$466,259CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$332,160CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$530,783CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$356,654CurrentTaxYearMinus1YearAmt
Current Tax Year$395,158CurrentTaxYearAmt
Total$2,081,014TotalAmt
FieldValueIRS element (for citing)
Public Support CY5090.89600PublicSupportCY509Pct
Public Support PY5090.91520PublicSupportPY509Pct
Investment Income CY0.05030InvestmentIncomeCYPct
Investment Income PY0.04180InvestmentIncomePYPct
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

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$108,134BeginningYearBalanceAmt
Contributions$15,000ContributionsAmt
Investment Earnings Or Losses$11,748InvestmentEarningsOrLossesAmt
Grants Or Scholarships$2,023GrantsOrScholarshipsAmt
End Year Balance$132,859EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$99,955BeginningYearBalanceAmt
Investment Earnings Or Losses$8,179InvestmentEarningsOrLossesAmt
End Year Balance$108,134EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$92,867BeginningYearBalanceAmt
Investment Earnings Or Losses$14,204InvestmentEarningsOrLossesAmt
Grants Or Scholarships$7,116GrantsOrScholarshipsAmt
End Year Balance$99,955EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$86,278BeginningYearBalanceAmt
Contributions$15,025ContributionsAmt
Investment Earnings Or Losses-$6,411InvestmentEarningsOrLossesAmt
Grants Or Scholarships$2,025GrantsOrScholarshipsAmt
End Year Balance$92,867EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$80,407BeginningYearBalanceAmt
Investment Earnings Or Losses$10,871InvestmentEarningsOrLossesAmt
Grants Or Scholarships$5,000GrantsOrScholarshipsAmt
End Year Balance$86,278EndYearBalanceAmt
FieldValueIRS element (for citing)
Term Endowment Balance EOY1.00000TermEndowmentBalanceEOYPct
Endowments Held Unrelated Org0EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org0EndowmentsHeldRelatedOrgInd

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$83,662OtherCostOrOtherBasisAmt
Depreciation$68,679DepreciationAmt
Book Value$14,983BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$14,983TotalBookValueLandBuildingsAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$465,776TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$4,919NetUnrealizedGainsInvstAmt
Revenue Not Reported$4,919RevenueNotReportedAmt
Revenue Subtotal$460,857RevenueSubtotalAmt
Investment Expenses Not Incld$4,981InvestmentExpensesNotIncldAmt
Revenue Not Reported Fincl Stmt$4,981RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$465,838TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$330,048TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$330,048ExpensesSubtotalAmt
Investment Expenses Not Incld2$4,981InvestmentExpensesNotIncld2Amt
Expenses Not Rpt Fincl Stmt$4,981ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$335,029TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART X, LINE 2:FormAndLineReferenceDesc
ExplanationTSDA QUALIFIES AS AN EXEMPT ORGANIZATION UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. IN ADDITION, TSDA QUALIFIES FOR THE CHARITABLE CONTRIBUTION DEDUCTION UNDER SECTION 170(B)(1)A) AND HAS BEEN CLASSIFED AS AN ORGANIZATION THAT IS NOT A PRIVATE FOUNDATION UNDER SECTION 509(A)(2). TSDA IS LIABLE FOR TAXES ON ANY UNRELATED BUSINESS NET INCOME. NO LIABILITY WAS CONSIDERED NECESSARY AS OF DECEMBER 31, 2021 AND 2020. TSDA FOLLOWS THE REQUIREMENTS FOR ACCOUNTING FOR UNCERTAIN TAX POSITIONS. TSDA HAS DETERMINED THAT IT IS NOT REQUIRED TO RECORD A LIABILITY RELATED TO UNCERTAIN TAX POSITIONS AS OF DECEMBER 31, 2021 AND 2020.ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (9 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 3PER A MANAGEMENT AGREEMENT BETWEEN BOTH PARTIES, TSDA 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 TSDA IN ACCORDANCE WITH TSDA'S BYLAWS, ARTICLES OF INCORPORATION, RULES AND REGULATIONS AND BUDGET. THE STS OFFICE SERVES AS THE HEADQUARTERS FOR TSDA. THE EMPLOYEES OF STS PROVIDE THESE SERVICES.
FORM 990, PART VI, SECTION A, LINE 6THE ASSOCIATION HAS MEMBERS. THERE ARE FOUR TYPES OF MEMBERSHIP: DIRECTOR, ASSOCIATE, EMERITUS, AND HONORARY. EACH DIRECTOR OF AN APPROVED THORACIC SURGERY RESIDENCY PROGRAM OR THORACIC SURGERY SUBSPECIALTY PROGRAM IS ELIGIBLE FOR MEMBERSHIP IN TSDA. A DIRECTOR MEMBER IS EXPECTED TO PARTICIPATE IN TSDA DELIBERATIONS AND ENDEAVORS, INCLUDING A UNIFORM MATCHING PROGRAM FOR RESIDENT SELECTION AS SPECIFIED IN THE TSDA POLICIES AND PROCEDURES MANUAL. DIRECTOR MEMBER STATUS SHALL BE APPROVED BY THE EXECUTIVE COMMITTEE. DIRECTOR MEMBERS HAVE THE RIGHT TO VOTE ON ALL MATTERS BROUGHT BEFORE THE MEMBERSHIP AND SHALL BE ELIGIBLE FOR ELECTION TO OFFICE AND TO THE EXECUTIVE COMMITTEE. DIRECTOR MEMBERS MAY ALSO SERVE ON OTHER TEMPORARY OR STANDING COMMITTEES. ASSOCIATE MEMBER STATUS SHALL BE APPROVED BY THE EXECUTIVE COMMITTEE. SUCH MEMBERSHIP IS AVAILABLE TO (1) FACULTY MEMBERS SPONSORED BY A DIRECTOR SUCH SPONSORSHIP IS LIMITED TO TWO ASSOCIATE MEMBERS PER APPROVED PROGRAM; (2) DIRECTORS OF APPROVED CANADIAN RESIDENCY PROGRAMS IN CARDIAC OR GENERAL THORACIC SURGERY; AND (3) DIRECTOR OF PROGRAMS WHO APPROVED STATUS IS WITHDRAWN BY THE RRC. ASSOCIATE MEMBERS MAY ATTEND MEETINGS, RECEIVE PUBLICATIONS OF THE TSDA, AND SERVE ON TEMPORARY OR STANDING COMMITTEES. ASSOCIATE PROGRAM DIRECTORS WHOSE PROGRAMS HAVE LOST ACCREDITATION ARE NOT ELIGIBLE TO HOLD OFFICE, SERVE ON THE EXECUTIVE COMMITTEE, OR VOTE ON THE DELIBERATIONS OF TSDA. ASSOCIATE MEMBERSHIPS WILL BE REVIEWED BY THE EXECUTIVE COMMITTEE EVERY THREE YEARS TO DETERMINE WHETHER THEY SHOULD BE RENEWED. IF A MEMBER OF TSDA CEASES TO BE A PROGRAM DIRECTOR AFTER 10 OR MORE YEARS OF SERVICE, HE/SHE MAY PETITION THE EXECUTIVE COMMITTEE FOR CONTINUED MEMBERSHIP AS A NON-VOTING AND NON-DUES PAYING MEMBER. MEMBERS EMERITUS ARE ELIGIBLE FOR SERVICE ON TEMPORARY OR STANDING COMMITTEES OR IN ANY OTHER CAPACITY AND REMAIN MEMBERS EMERITUS AT THE DISCRETION OF THE EXECUTIVE COMMITTEE. HONORARY MEMBERSHIP IS RESERVED FOR PERSONS OF EXTRAORDINARY SERVICE TO THORACIC SURGERY EDUCATION. UPON UNANIMOUS RECOMMENDATION OF THE EXECUTIVE COMMITTEE, HONORARY MEMBERS SHALL BE ELECTED BY AT LEAST A 75% VOTE OF THE DIRECTOR MEMBERSHIP.
FORM 990, PART VI, SECTION A, LINE 7ATHE MEMBERS OF TSDA PARTICIPATE IN THE ELECTION OF OFFICERS.
FORM 990, PART VI, SECTION A, LINE 7BTHE MEMBERS OF TSDA CAN VOTE ON BYLAW CHANGES, APPROVE NEW MEMBERS AND THE SLATE OF NOMINATIONS FOR OFFICERS.
FORM 990, PART VI, SECTION B, LINE 11BTHE 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 COMMITTEE (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 OR THE SECRETARY/TREASURER.
FORM 990, PART VI, SECTION B, LINE 12COFFICERS, KEY EMPLOYEES, AND OTHERS ARE ANNUALLY REQUIRED TO COMPLETE A CONFLICT OF INTEREST DISCLOSURE STATEMENT AS A REQUIREMENT OF SERVICE. THE STATEMENT ON TSDA DISCLOSURE POLICY AND GUIDELINES REGARDING CONFLICTS OF INTERESTS IS READ AT THE BEGINNING OF EVERY EXECUTIVE COMMITTEE, 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 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 DETERMINATION AS TO THE APPROPRIATE ACTION.
FORM 990, PART VI, SECTION C, LINE 19AVAILABLE UPON REQUEST
FORM 990, PART IX, LINE 11GWEBSITE USAGE: PROGRAM SERVICE EXPENSES 25,737. MANAGEMENT AND GENERAL EXPENSES 6,740. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 32,477. OTHER PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 10,560. MANAGEMENT AND GENERAL EXPENSES 5,407. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 15,967.
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.

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