THE THORACIC SURGERY FOUNDATION: Form 990, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- THE THORACIC SURGERY FOUNDATION (EIN 36-3635910)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-07
- IRS object ID
- 202503119349303750
- Schema version
- 2024v5.1
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule F
- Schedule I
- Schedule J
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-07T14:26:00+00:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 331498605 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Plante & Moran PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10 SOUTH RIVERSIDE PLAZA 9TH FLOOR | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60606 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 363635910 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE THORACIC SURGERY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | THOR | BusinessNameControlTxt |
| Phone | 3122025815 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 633 N ST CLAIR SUITE 2100 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60611 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KAREN M KIM MD | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Signature | 2025-11-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DAVID LOWENTHAL CPA | PreparerPersonNm |
| PTIN | P00378651 | PTIN |
| Phone | 3122071040 | PhoneNum |
| Preparation | 2025-11-03 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
Principal Ofcr Business Name PrincipalOfcrBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KAREN M KIM MD | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 633 N ST CLAIR SUITE 2100 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60611 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $5,164,519 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.THORACICSURGERYFOUNDATION.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1988 | FormationYr |
| Legal Domicile State | IL | LegalDomicileStateCd |
| Activity Or Mission | THE MISSION OF TSF IS TO ADVANCE HEART AND LUNG HEALTH FOR ALL. | ActivityOrMissionDesc |
| Voting Members Governing Body | 15 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 15 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 146 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $2,733,055 | PYContributionsGrantsAmt |
| CY Contributions Grants | $2,814,859 | CYContributionsGrantsAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $172,461 | PYInvestmentIncomeAmt |
| CY Investment Income | $237,331 | CYInvestmentIncomeAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $2,905,516 | PYTotalRevenueAmt |
| CY Total Revenue | $3,052,190 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $3,200,406 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $1,833,233 | 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 | $69,453 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $105,065 | PYOtherExpensesAmt |
| CY Other Expenses | $158,782 | CYOtherExpensesAmt |
| PY Total Expenses | $3,305,471 | PYTotalExpensesAmt |
| CY Total Expenses | $1,992,015 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$399,955 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $1,060,175 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $9,926,161 | TotalAssetsBOYAmt |
| Total Assets EOY | $11,401,896 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $2,419,774 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,375,173 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $7,506,387 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $9,026,723 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE MISSION OF TSF IS TO ADVANCE HEART AND LUNG HEALTH FOR ALL. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $964,692 | ExpenseAmt |
| Grant | $1,000,000 | GrantAmt |
| Desc | 12 RESEARCH AWARDS TO FUND CLINICAL, APPLIED, AND DATA-FOCUSED RESEARCH IN ALL DISCIPLINES OF THE CARDIOTHORACIC SURGERY SPECIALTY. MOST AWARDS ARE GRANTED FOR A TWO-YEAR TERM, AND ARE SUBJECT TO A RIGOROUS, NIH-STYLE REVIEW AND SELECTION PROCESS ADMINISTERED BY EXPERT SURGEON SCIENTISTS. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $623,715 | ExpenseAmt |
| Grant | $602,648 | GrantAmt |
| Desc | 109 SURGICAL OUTREACH & EDUCATIONAL AWARDS. THE SURGICAL OUTREACH AWARDS PROVIDE FUNDING FOR SURGICAL OUTREACH AND TRAINING IN UNDERSERVED AREAS AROUND THE WORLD. THESE AWARDS SUPPORT TRIPS FOR FULL SURGICAL TEAMS AND INDIVIDUAL INTERNATIONAL MEDICAL VOLUNTEERS, PRIMARILY FOCUSING ON TREATING RHEUMATIC HEART DISEASE AND CONGENITAL CONDITIONS GLOBALLY. EDUCATIONAL AWARDS IN THE FORM OF LATIN AMERICAN CONFERENCE SCHOLARSHIPS PROVIDE FUNDING TO CARDIOTHORACIC SURGEONS, PHYSICIANS, AND RESIDENTS FROM AROUND THE WORLD AT UNDER-RESOURCED INSTITUTIONS WHO TREAT UNDERSERVED PATIENTS, AND WHO DEMONSTRATE A FINANCIAL NEED. THE COURSE FOCUSES ON THE LATEST DEVELOPMENTS AND BEST PRACTICES IN CORONARY ARTERY DISEASE, CONGENITAL HEART DISEASE, THORACIC AORTIC DISEASE, ATRIAL FIBRILLATION, AND THE SURGICAL MANAGEMENT OF HEART FAILURE. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $186,478 | ExpenseAmt |
| Grant | $200,585 | GrantAmt |
| Desc | 44 EDUCATION AWARDS TO PROVIDE SHORT-TERM TRAVELING FELLOWSHIP EXPERIENCES FOR SURGEONS IN ALL DISCIPLINES OF THE CARDIOTHORACIC SURGERY SPECIALTY TO LEARN A SPECIFIC SURGICAL TECHNIQUE FROM AN EXPERT IN THE FIELD. AWARDEES THEN BRING NEW EXPERTISE TO THEIR HOME INSTITUTIONS TO IMPROVE THE CARE OF PATIENTS IN THEIR REGION. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $31,158 | ExpenseAmt |
| Grant | $30,000 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | OTHER PROGRAM SERVICES: 3 EXTRAORDINARY WOMEN IN CARDIOTHORACIC SURGERY AWARDS, RECOGNIZING WOMEN CARDIOTHORACIC SURGEONS WHO HAVE DEMONSTRATED EXCEPTIONAL CLINICAL EXPERTISE AND MADE SIGNIFICANT CONTRIBUTIONS TO THE FIELD. 2 ALLEY SHERIDAN SCHOLARSHIPS FOR EARLY-CAREER AND MID-CAREER CARDIOTHORACIC SURGEONS TO ATTEND THE STS LEADERSHIP INSTITUTE. 1 VIVEN THOMAS LECTURE AWARD- SPEAKER HONORARIUM AT THE STS ANNUAL MEETING. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $31,158 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $30,000 | TotalOtherProgSrvcGrantAmt |
| Total Program Service Expenses | $1,806,043 | 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 | false | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (true) | 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 | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | Yes (true) | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | Yes (true) | 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 | Yes (true) | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Escrow Account | false | EscrowAccountInd |
| On Behalf Of Issuer | false | OnBehalfOfIssuerInd |
| 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 | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | false | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | Yes (true) | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 32 | 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 | 15 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 15 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | Yes (true) | DelegationOfMgmtDutiesInd |
| Change To Org Documents | Yes (true) | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | 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 |
| Policies Reference Chapters | false | PoliciesReferenceChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | 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 |
| Written Policy Or Procedure | false | WrittenPolicyOrProcedureInd |
| States Where Copy Of Return Is Fld | IL | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KEITH BURA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3122025815 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 633 N ST CLAIR SUITE 2100 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60611 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | Yes (X) | NoListedPersonsCompensatedInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (18 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|---|
| Anthony L Estrera | |||||||
| Treasurer | 12.0 | 2.0 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| Joseph A Dearani | |||||||
| President | 12.0 | 0 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| Juan A Crestanello | |||||||
| Secetary | 12.0 | 0 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| Virginia R Litle | |||||||
| Vice President | 12.0 | 0 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| Carolyn A Dubeau | |||||||
| Director | 4.0 | 0 | Yes (X) | $0 | $0 | $0 | |
| Edward P Chen | |||||||
| Director | 4.0 | 0 | Yes (X) | $0 | $0 | $0 | |
| Elaine E Tseng | |||||||
| Director | 4.0 | 0 | Yes (X) | $0 | $0 | $0 | |
| Emily A Farkas | |||||||
| Director - Started 01/26/24 | 4.0 | 0 | Yes (X) | $0 | $0 | $0 | |
| Gorav Ailawadi | |||||||
| Director | 4.0 | 0 | Yes (X) | $0 | $0 | $0 | |
| Jennifer C Romano | |||||||
| Director - Started 01/26/24 | 4.0 | 12.0 | Yes (X) | $0 | $8,000 | $0 | |
| Karen M Kim | |||||||
| Director | 4.0 | 2.0 | Yes (X) | $0 | $0 | $0 | |
| Meena Nathan | |||||||
| Director | 4.0 | 0 | Yes (X) | $0 | $0 | $0 | |
| Melanie A Edwards | |||||||
| Director | 4.0 | 0 | Yes (X) | $0 | $0 | $0 | |
| Scott A LeMaire | |||||||
| Director | 4.0 | 0 | Yes (X) | $0 | $0 | $0 | |
| Thomas E MacGillivray | |||||||
| Director - Thru 01/26/24 | 4.0 | 2.0 | Yes (X) | $0 | $0 | $0 | |
| Tom C Nguyen | |||||||
| Director | 4.0 | 0 | Yes (X) | $0 | $0 | $0 | |
| Vinod H Thourani | |||||||
| Director - Thru 01/26/24 | 4.0 | 3.0 | Yes (X) | $0 | $1,000 | $0 | |
| Lee A Wiensch | |||||||
| Executive Director | 40.0 | 0.0 | Yes (X) | $0 | $176,106 | $51,608 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $185,106 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $51,608 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Related Organizations | $320,833 | RelatedOrganizationsAmt |
| All Other Contributions | $2,494,026 | AllOtherContributionsAmt |
| Noncash Contributions | $16,300 | NoncashContributionsAmt |
| Total Contributions | $2,814,859 | TotalContributionsAmt |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $0 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $206,190 | TotalRevenueColumnAmt |
| Exclusion | $206,190 | ExclusionAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
| Personal | $0 | PersonalAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,143,470 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,112,329 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $31,141 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $31,141 | TotalRevenueColumnAmt |
| Exclusion | $31,141 | ExclusionAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $0 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,052,190 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $237,331 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $437,200 | TotalAmt |
| Program Services | $437,200 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,196,025 | TotalAmt |
| Program Services | $1,196,025 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $200,008 | TotalAmt |
| Program Services | $200,008 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,380 | TotalAmt |
| Management And General | $12,380 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $33,656 | TotalAmt |
| Management And General | $33,656 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $36,178 | TotalAmt |
| Management And General | $36,178 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $33,191 | TotalAmt |
| Program Services | $14,625 | ProgramServicesAmt |
| Management And General | $10,107 | ManagementAndGeneralAmt |
| Fundraising | $8,459 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $168 | TotalAmt |
| Program Services | $84 | ProgramServicesAmt |
| Fundraising | $84 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $37,284 | TotalAmt |
| Program Services | $13,618 | ProgramServicesAmt |
| Management And General | $5,533 | ManagementAndGeneralAmt |
| Fundraising | $18,133 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,085 | TotalAmt |
| Program Services | $7,742 | ProgramServicesAmt |
| Management And General | $2,941 | ManagementAndGeneralAmt |
| Fundraising | $2,402 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $53,940 | TotalAmt |
| Program Services | $26,970 | ProgramServicesAmt |
| Fundraising | $26,970 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,330 | TotalAmt |
| Program Services | $3,165 | ProgramServicesAmt |
| Fundraising | $3,165 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| Bank and Credit Card Fees | $12,930 | $662 | $3,322 | $8,946 |
| Bad Debt Expense | $10,991 | $10,991 | ||
| Video Production | $1,294 | $1,294 | ||
| Miscellaneous | $900 | $900 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | -$93,545 | TotalAmt |
| Program Services | -$94,056 | ProgramServicesAmt |
| Management And General | $511 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,992,015 | TotalAmt |
| Program Services | $1,806,043 | ProgramServicesAmt |
| Management And General | $116,519 | ManagementAndGeneralAmt |
| Fundraising | $69,453 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,291,027 | BOYAmt |
| EOY | $4,028,076 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $131,851 | BOYAmt |
| EOY | $125,454 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,060,131 | BOYAmt |
| EOY | $943,418 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,919 | BOYAmt |
| EOY | $9,022 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $62,196 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $6,495 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $935 | BOYAmt |
| EOY | $55,701 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,437,298 | BOYAmt |
| EOY | $6,240,225 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,926,161 | BOYAmt |
| EOY | $11,401,896 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $91,801 | BOYAmt |
| EOY | $73,203 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,327,973 | BOYAmt |
| EOY | $2,301,970 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,419,774 | BOYAmt |
| EOY | $2,375,173 | 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 | $4,335,411 | BOYAmt |
| EOY | $6,152,452 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,170,976 | BOYAmt |
| EOY | $2,874,271 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,506,387 | BOYAmt |
| EOY | $9,026,723 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,926,161 | BOYAmt |
| EOY | $11,401,896 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $1,060,175 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $460,161 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,347,926 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,974,577 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,586,991 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,733,055 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,814,859 | CurrentTaxYearAmt |
| Total | $12,457,408 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,347,926 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,974,577 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,586,991 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,733,055 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,814,859 | CurrentTaxYearAmt |
| Total | $12,457,408 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $7,200,624 | SubstantialContributorsTotAmt |
| Public Support Total170 | $5,256,784 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $71,717 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $119,712 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $129,471 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $141,976 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $206,190 | CurrentTaxYearAmt |
| Total | $669,066 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $13,126,474 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $0 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.40047 | PublicSupportCY170Pct |
| Public Support PY170 | 0.678 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
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
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $62,196 | OtherCostOrOtherBasisAmt |
| Depreciation | $6,495 | DepreciationAmt |
| Book Value | $55,701 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $55,701 | TotalBookValueLandBuildingsAmt |
| Total Rev Etc Audited Fincl Stmt | $4,067,993 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $460,161 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $591,820 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | $0 | OtherRevenueAmt |
| Revenue Not Reported | $1,051,981 | RevenueNotReportedAmt |
| Revenue Subtotal | $3,016,012 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $36,178 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | $0 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $36,178 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $3,052,190 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $2,547,657 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $591,820 | DonatedServicesUseFcltsAmt |
| Other Expenses Included | $0 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $591,820 | ExpensesNotReportedAmt |
| Expenses Subtotal | $1,955,837 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $36,178 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $0 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $36,178 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $1,992,015 | TotalExpensesPerForm990Amt |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp (7 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|---|
| East Asia and the Pacific | 0 | 0 | Program Services | Conference Attendance, Lodging & Travel | $3,000 |
| South America | 0 | 0 | Program Services | Surgical Outreach, Conference Attendance, Lodging & Travel | $117,648 |
| South Asia | 0 | 0 | Program Services | Surgical Outreach | $13,567 |
| Sub-Saharan Africa | 0 | 0 | Program Services | Surgical Outreach | $2,500 |
| North America (Canada & Mexico only) | 0 | 0 | Program Services | Research & educational Grants, Conference Attendance, Lodging & Travel | $42,134 |
| Central America and the Caribbean | 0 | 0 | Program Services | Conference Attendance, Lodging & Travel | $1,159 |
| Europe (Including Iceland and Greenland) | 0 | 0 | Program Services | Surgical Outreach | $20,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $200,008 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $200,008 | TotalSpentAmt |
Foreign Individuals Grants ForeignIndividualsGrantsGrp (7 entries)
| Type Of AssistanceTypeOfAssistanceTxt | RegionRegionTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt | Manner Of Cash DisbursementMannerOfCashDisbursementTxt |
|---|---|---|---|---|
| Conference Attendance, Lodging & Travel | East Asia and the Pacific | 3 | $3,000 | CASH PAYMENT |
| Surgical Outreach, Conference Attendance, Lodging & Travel | South America | 74 | $117,648 | CASH PAYMENT |
| Surgical Outreach | South Asia | 5 | $13,567 | CASH PAYMENT |
| Surgical Outreach | Sub-Saharan Africa | 1 | $2,500 | CASH PAYMENT |
| Research & educational Grants, Conference Attendance, Lodging & Travel | North America (Canada & Mexico only) | 24 | $42,134 | CASH PAYMENT |
| Conference Attendance, Lodging & Travel | Central America and the Caribbean | 1 | $1,159 | CASH PAYMENT |
| Surgical Outreach | Europe (Including Iceland and Greenland) | 1 | $20,000 | CASH PAYMENT |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transfer To Foreign Corp | false | TransferToForeignCorpInd |
| Interest In Foreign Trust | false | InterestInForeignTrustInd |
| Foreign Corp Ownership | false | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | false | PassiveForeignInvestmestCoInd |
| Foreign Partnership | false | ForeignPartnershipInd |
| Boycott Countries | false | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule F, Part I, Line 2 Procedures for monitoring use of grant funds | FormAndLineReferenceDesc |
| Explanation | TSF REQUIRES INTERIM REPORTING FROM ALL AWARDEES, INCLUDING THOSE FROM OUTSIDE THE UNITED STATES. AT INTERVALS DURING THE AWARD TERM, AWARDEES MUST SUBMIT A WRITTEN UPDATE ON RESEARCH OR FELLOWSHIP PROGRESS, AIMS ACHIEVED OR IN PROCESS, OBSTACLES ENCOUNTERED, AND A BUDGET UPDATE THAT DESCRIBES USE OF AWARDED FUNDS. THESE REPORTS ARE REVIEWED BY TSF STAFF AND LEADERSHIP TO MONITOR THE APPROPRIATE USE OF GRANTS AND TO ENSURE THAT GRANTEE ACTIVITIES ALIGN WITH THE ORGANIZATION'S MISSION. | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (12 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| Hearts for Mission International | |||||||
| 901 San Bernardino Rd | Upland | CA | 91786 | 921978678 | 501(c)(3) | $15,000 | EVERY HEART BEAT MATTERS |
| DIVINE WILL FOUNDATION | |||||||
| PO Box 235795 | Encinitas | CA | 92024 | 463820097 | 501(c)(3) | $35,000 | EVERY HEART BEAT MATTERS |
| DUKE UNIVERSITY | |||||||
| PO BOX 602651 | Charlotte | NC | 27708 | 560532129 | 501(c)(3) | $70,000 | EVERY HEART BEAT MATTERS |
| James Whitcomb Riley Memorial Association Inc | |||||||
| 500 N Meridian Street Suite 100 | Indianapolis | IN | 46204 | 824499607 | 501(c)(3) | $35,000 | EVERY HEART BEAT MATTERS |
| PERUVIAN AMERICAN MEDICAL SOCIETY | |||||||
| 3009 Toreador Dr NE | Albuquerque | NM | 87111 | 382827478 | 501(c)(3) | $37,200 | EVERY HEART BEAT MATTERS |
| REGENTS OF THE UNIVERSITY OF MINNESOTA | |||||||
| NW 5957 PO Box 1450 | Minneapolis | MN | 55485 | 416007513 | 501(c)(3) | $35,000 | EVERY HEART BEAT MATTERS |
| THE UNIVERSITY OF TEXAS AT AUSTIN | |||||||
| 110 Inner Campus Dr MS K5300 | Austin | TX | 78705 | 746000203 | 501(c)(3) | $35,000 | EVERY HEART BEAT MATTERS |
| UNIVERSITY OF UTAH | |||||||
| Office of Sponsored Projects 201 | Salt Lake City | UT | 84112 | 876000525 | 501(c)(3) | $35,000 | EVERY HEART BEAT MATTERS |
| UNIVERSITY OF WASHINGTON | |||||||
| 12455 Collections Dr | Chicago | IL | 60693 | 916001537 | 501(c)(3) | $35,000 | EVERY HEART BEAT MATTERS |
| UPMC PINNACLE FOUNDATION | |||||||
| 409 S 2nd Street Suite 2A | Harrisburg | PA | 17113 | 222691718 | 501(c)(3) | $35,000 | EVERY HEART BEAT MATTERS |
| VOOM FOUNDATION | |||||||
| 1602 Rock Prairie Rd Ste 130A | College Station | TX | 77845 | 582678884 | 501(c)(3) | $35,000 | EVERY HEART BEAT MATTERS |
| WILLIAM NOVICK GLOBAL CARDIAC ALLIANCE | |||||||
| 1750 Madison Ave Ste 500 | Memphis | TN | 38104 | 061008595 | 501(c)(3) | $35,000 | EVERY HEART BEAT MATTERS |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 12 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (25 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt |
|---|---|---|
| CAROLYN REED TRAVELING FELLOWSHIP | 1 | $10,000 |
| MICHAEL DAVIDSON FELLOWSHIP | 1 | $20,000 |
| TSF RESEARCH | 2 | $290,000 |
| Lung Cancer Research Award | 1 | $100,000 |
| AZ Minority Health Research | 1 | $100,000 |
| BRAUNWALAD RESEARCH AWARD | 1 | $110,000 |
| STSA RESEARCH AWARD | 1 | $80,000 |
| REPLOGLE TRAVELING FELLOWSHIP | 1 | $10,000 |
| ALLEY SHERIDAN | 2 | $5,000 |
| STS RESEARCH AWARD | 1 | $180,000 |
| STS Coronary Conference Resident Scholarship | 3 | $5,360 |
| Nicholas Kouchoukos Award | 1 | $10,000 |
| Vivien Thomas Award | 1 | $10,000 |
| Extraordinary Women in CT Surgery | 3 | $15,000 |
| Douglas Mathisen Traveling Fellowship | 2 | $15,000 |
| Robotic Cardiac Fellowship | 1 | $25,000 |
| STS Database Clinical Research | 1 | $80,000 |
| Catalyst Award for Research Support | 2 | $40,000 |
| Catalyst Award for Data Access | 2 | $20,000 |
| STS Perioperative & Critical Care Conference | 3 | $3,600 |
| STS Mastering Valve Surgery Workshop | 3 | $5,565 |
| STS Asian Conference Scholarships | 8 | $9,000 |
| International Medical Volunteer Scholarship | 3 | $7,500 |
| Every Heartbeat Matters | 1 | $35,000 |
| Robotic Thoracic Surgery Equity and Access Award | 1 | $10,000 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds | FormAndLineReferenceDesc |
| Explanation | EACH TSF GRANT PROJECT IS THOROUGHLY EVALUATED AND SCORED BY THREE TSF RESEARCH COMMITTEE REVIEWERS. THE RESEARCH REVIEWERS HAVE BEEN APPOINTED BYTHE TSF PRESIDENT AND APPROVED BY THE TSF BOARD OF DIRECTORS, AND SPECIALIZE IN THORACIC SURGERY. THE GRANT APPLICANT IS REQUIRED TO SUBMIT HIS/HER APPLICATION INCLUDING CV, HIS/HER MENTOR'S CV, RESEARCH DESCRIPTION, PHOTO, AND THREE LETTERS OF RECOMMENDATION FROM THE APPLICANT'S SUPERIOR AT THE INSTITUTION OF WHICH THEY ARE APPLYING THE RESEARCH. THE LETTERS OF RECOMMENDATION MUST COME FROM DEPARTMENT CHAIRS,PROGRAM DIRECTORS, OR SPONSORS AT THE INSTITUTION IN WHICH THE RESEARCH OCCURS. THE APPLICANT'S SPONSOR'S CV IS ALSO EVALUATED. EACH SUBSEQUENT GRANT PAYMENT IS ISSUED AFTER THE APPLICANT SUBMITS A VALID PROGRESS REPORT, AND AFTER THE INSTITUTION SUPPLIES A SIGNED FINANCIAL PROGRESS REPORT VALIDATING THE EXPENSES. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Lee A Wiensch | PersonNm |
| Title | Executive Director | TitleTxt |
| Base Compensation Filing Org | $0 | BaseCompensationFilingOrgAmt |
| Compensation Based On Rltd Orgs | $159,694 | CompensationBasedOnRltdOrgsAmt |
| Bonus Filing Organization | $0 | BonusFilingOrganizationAmount |
| Bonus Related Organizations | $16,412 | BonusRelatedOrganizationsAmt |
| Other Compensation Filing Org | $0 | OtherCompensationFilingOrgAmt |
| Other Compensation Rltd Orgs | $0 | OtherCompensationRltdOrgsAmt |
| Deferred Compensation Flng Org | $0 | DeferredCompensationFlngOrgAmt |
| Deferred Comp Rltd Orgs | $15,364 | DeferredCompRltdOrgsAmt |
| Nontaxable Benefits Filing Org | $0 | NontaxableBenefitsFilingOrgAmt |
| Nontaxable Benefits Rltd Orgs | $36,244 | NontaxableBenefitsRltdOrgsAmt |
| Total Compensation Filing Org | $0 | TotalCompensationFilingOrgAmt |
| Total Compensation Rltd Orgs | $227,714 | TotalCompensationRltdOrgsAmt |
| Comp Report Prior990 Filing Org | $0 | CompReportPrior990FilingOrgAmt |
| Comp Report Prior990 Rltd Orgs | $0 | CompReportPrior990RltdOrgsAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule J, Part I, Line 3 | FormAndLineReferenceDesc |
| Explanation | THE SOCIETY OF THORACIC SURGEONS THROUGH ITS MANAGEMENT AGREEMENT WITH TSF IS RESPONSIBLE FOR DETERMINING COMPENSATION AND BENEIFTS. THE STS PROCESS INCLUDES ENGAGING WITH AN INDEPENDENT COMPENSATION CONSULTANT PERIODICALLY, USUALLY EVERY TWO OR THREE YEARS, TO PERFORM A MARKET SALARY ANALYSIS FOR STS POSITIONS. THE CONSULTANT MEETS WITH HUMAN RESOURCES TO ASCERTAIN INFORMATION RELEVANT TO EACH POSITION. THE CONSULTANT ALSO REVIEWS EACH OF THE POSITION DESCRIPTIONS, DETERMINES APPROPRIATE MATCHES FROM COMPENSATION MARKET SURVEYS, E.G., TOWERS WATSON, PRM, ASSOCIATION FORUM, AND ASAE, FOR COMPARABLE POSITIONS AT SIMILARLY SITUATED ORGANIZATIONS, AND COMPILES AND ANALYZES THIS MARKET DATA FOR EACH POSITION. THE CONSULTANT MEETS WITH THE CEO/EXECUTIVE DIRECTOR, VICE PRESIDENT OF FINANCE & ADMINISTRATION AND ASSOCIATE DIRECTOR OF HUMAN RESOURCES TO REVIEW THE COMPENSATION ANALYSIS, AND MAKES ADJUSTMENTS TO THE ANALYSIS, AS APPROPRIATE. UTILIZING THE CONSULTANT'S ANALYSIS, THE CEO/EXECUTIVE DIRECTOR MAKES SALARY ADJUSTMENTS. AN INDEPENDENT COMPENSATION CONSULTANT WAS UTILIZED AS PART OF THIS PROCESS IN 2021. ADJUSTMENTS ARE MADE TO SALARIES ANNUALLY FOR MERIT INCREASES, WHICH ARE BASED ON FORMAL PERFORMANCE EVALUATIONS. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (11 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part III, Line 4d Description of other program services | (Expenses $ 31,158 including grants of $ 30,000)(Revenue $ 0) OTHER PROGRAM SERVICES: 3 EXTRAORDINARY WOMEN IN CARDIOTHORACIC SURGERY AWARDS, RECOGNIZING WOMEN CARDIOTHORACIC SURGEONS WHO HAVE DEMONSTRATED EXCEPTIONAL CLINICAL EXPERTISE AND MADE SIGNIFICANT CONTRIBUTIONS TO THE FIELD. 2 ALLEY SHERIDAN SCHOLARSHIPS FOR EARLY-CAREER AND MID-CAREER CARDIOTHORACIC SURGEONS TO ATTEND THE STS LEADERSHIP INSTITUTE. 1 VIVEN THOMAS LECTURE AWARD- SPEAKER HONORARIUM AT THE STS ANNUAL MEETING. |
| Form 990, Part VI, Line 15 COMPENSATION REVIEW PROCESS | COMPENSATION OF THE EXECUTIVE DIRECTOR IS DETERMINED BY A RELATED ORGANIZATION, THE SOCIETY OF THORACIC SURGEONS OF CHICAGO. THE RELATED ORGANIZATION UTILIZES AN INDEPENDENT COMPENSATION CONSULTANT, AND COMPENSATION SURVEYS OR STUDIES, TO DETERMINE COMPENSATION OF THE EXECUTIVE DIRECTOR OF TSF. |
| Form 990, Part VI, Line 18 HOW FORMS ARE MADE AVAILABLE TO THE PUBLIC | FORM 990 IS AVAILABLE TO THE PUBLIC UPON REQUEST AT THE ADMINISTRATIVE OFFICES OF THE ORGANIZATION'S MANAGEMENT COMPANY (STS), AND ON THE FOUNDATION'S WEBSITE. |
| Form 990, Part VI, Line 3 Delegation of management duties | THE SOCIETY OF THORACIC SURGEONS (STS) MAINTAINS THE BOOKS AND RECORDS OF THE ORGANIZATION AND PERFORMS OTHER RELATED MANAGERIAL AND ADMINISTRATIVE FUNCTIONS FOR WHICH IT IS COMPENSATED. |
| Form 990, Part VI, Line 4 Significant changes to organizational documents | DURING 2024, TSF REVISED ITS BYLAWS. THESE REVISIONS WERE AS FOLLOWS: 1. A new position of Historian (Non-Voting)was established. 2 Set the maximum number of TSF Board seats at 16 and the minimum number of Board seats at 11 to facilitate the added Board position and ensure compliance with Illinois state requirements that permitted a range of no more than five seats on a board of directors). |
| Form 990, Part VI, Line 7a Members or stockholders electing members of governing body | THE SOCIETY OF THORACIC SURGEONS, A RELATED ORGANIZATION, IS RESPONSIBLE FOR THE APPROVAL OF BYLAW CHANGES AS WELL AS APPROVAL AND APPOINTMENT OF OFFICERS AND BOARD MEMBERS. |
| Form 990, Part VI, Line 7b Decisions requiring approval by members or stockholders | THE SOCIETY OF THORACIC SURGEONS, A RELATED ORGANIZATION, IS RESPONSIBLE FOR THE APPROVAL OF BYLAW CHANGES AS WELL AS APPROVAL AND APPOINTMENT OF OFFICERS AND BOARD MEMBERS. |
| Form 990, Part VI, Line 11b Review of form 990 by governing body | THE 990 IS REVIEWED BY THE ADMINISTRATIVE STAFF OF THE MANAGEMENT COMPANY (STS) AND IS THEN PROVIDED TO THE TREASURER, AND THEN GOVERNING BODY, FOR FINAL REVIEW BEFORE IT IS FILED. |
| Form 990, Part VI, Line 12c Conflict of interest policy | TSF HAS A FORMAL CONFLICT OF INTEREST POLICY. ALL BOARD AND COMMITTEE MEMBERS ARE REQUIRED TO SIGN THE POLICY AND DISCLOSE CONFLICTS ANNUALLY. THE SIGNED POLICY AND DISCLOSURES ARE SENT TO TSF ADMINISTRATION. THEY ARE RECORDED AND MONITORED PERIODICALLY THROUGHOUT THE YEAR. IF THERE IS A CONFLICT, IT IS BROUGHT TO THE ATTENTION OF THE BOARD PRESIDENT FOR FURTHER ACTION. THE BOARD PRESIDENT READS A DISCLOSURE STATEMENT AT THE BEGINNING OF EACH BOARD MEETING. |
| Form 990, Part VI, Line 19 Required documents available to the public | THE CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST AT THE ADMINISTRATIVE OFFICES OF THE ORGANIZATION'S MANAGEMENT COMPANY. |
| Form 990, Part VII, Section A COMPENSATION | COMPENSATION REPORTED FOR LEE WIENSCH, TSF'S CURRENT EXECUTIVE DIRECTOR, IS PAID BY A RELATED ORGANIZATION AND COMMON PAYMASTER, THE SOCIETY OF THORACIC SURGEONS (STS) EIN 36-3022713. SINCE ALL SERVICES PERFORMED BY THIS INDIVIDUAL ARE FOR THE THORACIC SURGERY FOUNDATION, THE COMPENSATION HAS BEEN REPORTED IN COLUMN D AS IF PAID BY THE FILING ORGANIZATION. STS HAS COMPLIED WITH PAYROLL FILING REQUIREMENTS. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE SOCIETY OF THORACIC SURGEONS | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 633 N SAINT CLAIR ST | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60611 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 363022713 | EIN |
| Primary Activities | TO ENHANCE THE ABILITY OF CARDIOTHORACIC SURGEONS. | PrimaryActivitiesTxt |
| Legal Domicile State | IL | LegalDomicileStateCd |
| Exempt Code Section | 501(c)(6) | ExemptCodeSectionTxt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Organization | false | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | false | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (true) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | false | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (true) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (true) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (true) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (true) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (true) | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp
Other Organization Name OtherOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE SOCIETY OF THORACIC SURGEONS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | C | TransactionTypeTxt |
| Involved | $320,833 | InvolvedAmt |
| Method Of Amount Determination | CASH PAID | MethodOfAmountDeterminationTxt |
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