AMERICAN ASSOCIATION FOR THORACIC SURGERY: Form 990, tax year 2016

View the entire original 990 at ProPublica ↗

Organization
AMERICAN ASSOCIATION FOR THORACIC SURGERY (EIN 04-6406547)
Tax period
2016-01-01 to 2016-12-31
Filed
2019-06-06
IRS object ID
201931579349301003
Schema version
2016v3.0
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)
Return2019-06-06T09:26:22-05:00ReturnTs
Tax Period End2016-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN042917204PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1ANSTISS & CO PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11115 WESTFORD STREETAddressLine1Txt
CityLOWELLCityNm
State AbbreviationMAStateAbbreviationCd
ZIP01851ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2016-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN046406547EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1AMERICAN ASSOCIATION FOR THORACICBusinessNameLine1Txt
Business Name Line2SURGERYBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlAMERBusinessNameControlTxt
Phone9782522200PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1800 CUMMINGS CENTER NO 350-VAddressLine1Txt
CityBEVERLYCityNm
State AbbreviationMAStateAbbreviationCd
ZIP01915ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonANDREA MANCINELLIPersonNm
Person TitleCHIEF FINANCIAL OFFICERPersonTitleTxt
Phone9782522200PhoneNum
Signature2019-05-14SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonRAYMOND L ANSTISS JRPreparerPersonNm
PTINP00142883PTIN
Phone9784522500PhoneNum
Preparation2019-05-14PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address50.198.108.100IPv4AddressTxt
FieldValueIRS element (for citing)
IP2019-05-14IPDt
IP Tm09:46:46IPTm
IP TimezoneEDIPTimezoneCd
Federal Original Submission Id04275520173180363e93FederalOriginalSubmissionId
Federal Original Submission Id2017-11-14FederalOriginalSubmissionIdDt
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id3CA2D3AAE9CE5B5E43265AAC8CEB6C6F772EC81EAtSubmissionCreationDeviceId
At Submission Filing Device Id71C58864A89862A48EE10AF360C22085E3799A49AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2016TaxYr
Build TS2019-02-21 02:37:17ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Amended ReturnYes (X)AmendedReturnInd
Principal OfficerDUKE E CAMERON MDPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1800 CUMMINGS CENTER SUITE 350-VAddressLine1Txt
CityBEVERLYCityNm
State AbbreviationMAStateAbbreviationCd
ZIP01915ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$10,117,100GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501cYes (X)Organization501cInd
Website AddressWWW.AATS.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1917FormationYr
Legal Domicile StateILLegalDomicileStateCd
Activity Or MissionPROMOTING SCHOLARSHIP IN THORACIC AND CARDIOVASCULAR SURGERY.ActivityOrMissionDesc
Voting Members Governing Body11VotingMembersGoverningBodyCnt
Voting Members Independent11VotingMembersIndependentCnt
Total Employee4TotalEmployeeCnt
Total Volunteers245TotalVolunteersCnt
Total Gross UBI$3,000TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$500NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$2,140,200PYContributionsGrantsAmt
CY Contributions Grants$1,581,673CYContributionsGrantsAmt
PY Program Service Revenue$6,898,455PYProgramServiceRevenueAmt
CY Program Service Revenue$6,716,521CYProgramServiceRevenueAmt
PY Investment Income$438,396PYInvestmentIncomeAmt
CY Investment Income$475,338CYInvestmentIncomeAmt
PY Other Revenue$2,278PYOtherRevenueAmt
CY Other Revenue$4,576CYOtherRevenueAmt
PY Total Revenue$9,479,329PYTotalRevenueAmt
CY Total Revenue$8,778,108CYTotalRevenueAmt
PY Grants And Similar Paid$935,852PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$680,988CYGrantsAndSimilarPaidAmt
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$131,152CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$8,119,918PYOtherExpensesAmt
CY Other Expenses$7,075,934CYOtherExpensesAmt
PY Total Expenses$9,055,770PYTotalExpensesAmt
CY Total Expenses$7,888,074CYTotalExpensesAmt
PY Revenues Less Expenses$423,559PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$890,034CYRevenuesLessExpensesAmt
Total Assets BOY$10,769,613TotalAssetsBOYAmt
Total Assets EOY$12,128,764TotalAssetsEOYAmt
Total Liabilities BOY$2,292,356TotalLiabilitiesBOYAmt
Total Liabilities EOY$2,331,222TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$8,477,257NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$9,797,542NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionTO PROMOTE SCHOLARSHIP IN THORACIC AND CARDIOVASCULAR SURGERY.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$3,853,947ExpenseAmt
Grant$10,640GrantAmt
Revenue$3,607,315RevenueAmt
DescTHE ASSOCIATION HOLDS SEVERAL MEETINGS AND COURSES THROUGHOUT THE YEAR AT WHICH EDUCATIONAL AND SCIENTIFIC INFORMATION IN THE MEDICAL FIELD RELATING TO THORACIC AND CARDIOVASCULAR SURGERY IS IMPARTED TO THE PERSONS ATTENDING.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$1,243,280ExpenseAmt
Revenue$3,109,206RevenueAmt
DescPUBLICATIONS - TO UPDATE READERS ON CURRENT TECHNIQUES AND PROCEDURES IN THORACIC SURGERYDesc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$661,603ExpenseAmt
Revenue$1,576RevenueAmt
DescCOMMITTEES AND MEMBERSHIP - TO PROVIDE INFORMATION AND SERVICES TO MEMBERS.Desc

Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp (4 entries)

ExpenseExpenseAmtGrantGrantAmtDescDesc
$616,506$606,371THE ASSOCIATION MAKES GRANTS AND PROVIDES GENERAL SUPPORT TO ORGANIZATIONS DOING WORK IN THE REALM OF CARDIOTHORACIC SURGERY AS DETAILED ON PAGE ONE OF SCHEDULE I.
$52,287$46,690MEMBER FOR A DAY - PROVIDES AN OPPORTUNITY FOR MEDICAL STUDENTS, GENERAL SURGERY RESIDENTS, AND UP TO THIRD YEAR INTEGRATED CARDIOTHORACIC SURGERY RESIDENTS INSIGHT AND EXPERIENCE TO ACCOMPANY AN AATS MEMBER MENTOR TO THE AATS ANNUAL MEETINGS.
$9,800$9,800CRITICAL CARE SCHOLARSHIPS - RESIDENT SCHOLARSHIPS PROVIDING SUPPORT FOR FIRST YEAR RESIDENTS TO PARTICIPATE IN THE FACTS CARE CRITICAL CARE SYMPOSIUM.
$7,487$7,487ETHICS SCHOLARSHIP - PROVIDES FUNDING FOR CARDIOTHORACIC SURGEONS TO OBTAIN FORMAT EDUCATION AND TRAINING IN BIOMEDICAL ETHICS THROUGH PROGRAMS OFFERED BY LEADING ETHICS CENTER.
FieldValueIRS element (for citing)
Total Other Prog Srvc Expense$686,080TotalOtherProgSrvcExpenseAmt
Total Other Prog Srvc Grant$670,348TotalOtherProgSrvcGrantAmt
Total Program Service Expenses$6,444,910TotalProgramServiceExpensesAmt
Described In Section501c30DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Subject To Proxy TaxYes (1)SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Temp Or Permanent Endowments0TempOrPermanentEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign ActivitiesYes (1)ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To IndividualsYes (1)MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Grants To IndividualsYes (1)GrantsToIndividualsInd
Schedule J Required0ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With Officer Ent0BusinessRlnWithOfficerEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl EntYes (1)RelatedOrganizationCtrlEntInd
Transaction With Control EntYes (1)TransactionWithControlEntInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document126IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee4EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitYes (1)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (1)Form990TFiledInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Indoor Tanning Services0IndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members11GoverningBodyVotingMembersCnt
Independent Voting Member11IndependentVotingMemberCnt
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 Body0Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
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)
Phone9782522200PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1800 CUMMINGS CENTER NO 350-VAddressLine1Txt
CityBEVERLYCityNm
State AbbreviationMAStateAbbreviationCd
ZIP01915ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (15 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt
THORALF M SUNDT III MD
PRESIDENT/PREISDENT-ELECT2.00Yes (X)Yes (X)$0$0$0
DUKE E CAMERON MD
PRESIDENT-ELECT/VICE PRESIDENT2.00Yes (X)Yes (X)$0$0$0
DAVID H ADAMS MD
VICE PRESIDENT/COUNCILOR2.00Yes (X)Yes (X)$0$0$0
MARC R MOON MD
SECRETARY2.00Yes (X)Yes (X)$0$0$0
SHAF KESHAVJEE MD
TREASURER2.00Yes (X)Yes (X)$0$0$0
EMILE A BACHA MD
COUNCILOR2.00Yes (X)$0$0$0
JOSEPH S COSELLI MD
COUNCILOR/PAST PRESIDENT2.00Yes (X)Yes (X)$0$0$0
DAVID R JONES MD
COUNCILOR2.00Yes (X)$11,500$0$0
CHRISTINE L LAU MD
COUNCILOR2.00Yes (X)$0$0$0
JENNIFER S LAWTON MD
COUNCILOR2.00Yes (X)$5,500$0$0
FREDERICH W MOHR MD
COUNCILOR2.00Yes (X)$0$0$0
PEDRO J DEL NIDO MD
COUNCILOR (UNTIL 5/16)2.00Yes (X)$0$0$0
J WILLIAM GAYNORMD
COUNCILOR (UNTIL 5/16)2.00Yes (X)$0$0$0
CINTHIA L VERCOLEN
CEO/EXECUTIVE DIRECTOR34.00Yes (X)$48,333$0$06.00
MARY LINSKEY
CHIEF FINANCIAL OFFICER35.00Yes (X)$31,221$0$3,8995.00
FieldValueIRS element (for citing)
Total Reportable Comp From Org$96,554TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$3,899TotalOtherCompensationAmt
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 Line1PRRIBusinessNameLine1Txt

Contractor Address ContractorAddress

US Address USAddress

FieldValueIRS element (for citing)
Address Line1500 CUMMINGS CENTER SUITE 4550AddressLine1Txt
CityBEVERLYCityNm
State AbbreviationMAStateAbbreviationCd
ZIP01915ZIPCd
FieldValueIRS element (for citing)
ServicesMANAGEMENT & MEETING SERVICESServicesDesc
Compensation$2,563,505CompensationAmt
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K1CntrctRcvdGreaterThan100KCnt
Membership Dues$438,885MembershipDuesAmt
All Other Contributions$1,142,788AllOtherContributionsAmt
Total Contributions$1,581,673TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (3 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
ANNUAL MEETINGS541900$3,605,627$3,605,627
PUBLICATIONS900099$3,109,206$3,109,206
ACCREDITATION FEES541900$1,688$1,688
FieldValueIRS element (for citing)
Total Program Service Revenue$6,716,521TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$219,254TotalRevenueColumnAmt
Exclusion$219,254ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$1,595,076SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$1,338,992SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$256,084SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$256,084TotalRevenueColumnAmt
Exclusion$256,084ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp (2 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtUnrelated Business RevenueUnrelatedBusinessRevenueAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
MEMBERSHIP LISTS900099$3,000$3,000
TIES/BOWTIES/SCARFS900099$1,576$1,576
FieldValueIRS element (for citing)
Other Revenue Total$4,576OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$8,778,108TotalRevenueColumnAmt
Related Or Exempt Func Income$6,718,097RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$3,000UnrelatedBusinessRevenueAmt
Exclusion$475,338ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$606,371TotalAmt
Program Services$606,371ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$57,257TotalAmt
Program Services$57,257ProgramServicesAmt

Foreign Grants ForeignGrantsGrp

FieldValueIRS element (for citing)
Total$17,360TotalAmt
Program Services$17,360ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$100,453TotalAmt
Program Services$17,000ProgramServicesAmt
Management And General$83,453ManagementAndGeneralAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$23,393TotalAmt
Program Services$3,103ProgramServicesAmt
Management And General$20,290ManagementAndGeneralAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$7,306TotalAmt
Program Services$285ProgramServicesAmt
Management And General$7,021ManagementAndGeneralAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$776,505TotalAmt
Management And General$776,505ManagementAndGeneralAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$8,166TotalAmt
Management And General$8,166ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$96,222TotalAmt
Management And General$96,222ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$29,934TotalAmt
Management And General$29,934ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$60,000TotalAmt
Management And General$60,000ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$82,099TotalAmt
Management And General$82,099ManagementAndGeneralAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$4,169TotalAmt
Management And General$4,169ManagementAndGeneralAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$3,725,517TotalAmt
Program Services$3,725,517ProgramServicesAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$791TotalAmt
Management And General$791ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$13,012TotalAmt
Program Services$1,221ProgramServicesAmt
Management And General$11,791ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtManagement And GeneralManagementAndGeneralAmtProgram ServicesProgramServicesAmt
TAXES$127$127
PRINTING AND PUBLICATIO$1,223,171$1,223,171
OFFICERS AND COMMITTEES$661,603$661,603
TRANSITION$224,120$224,120

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$170,498TotalAmt
Program Services$132,022ProgramServicesAmt
Management And General$38,476ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$7,888,074TotalAmt
Program Services$6,444,910ProgramServicesAmt
Management And General$1,443,164ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$309,254BOYAmt
EOY$652,758EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$21,386BOYAmt
EOY$21,407EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$42,323BOYAmt
EOY$21,349EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
BOY$13,816BOYAmt
EOY$12,764EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$196,112BOYAmt
EOY$697,958EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$160,962LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$791LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$160,171EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$10,150,738BOYAmt
EOY$10,526,373EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$35,984BOYAmt
EOY$35,984EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$10,769,613BOYAmt
EOY$12,128,764EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$559,415BOYAmt
EOY$494,842EOYAmt

Grants Payable GrantsPayableGrp

FieldValueIRS element (for citing)
BOY$524,524BOYAmt
EOY$396,905EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$1,206,717BOYAmt
EOY$1,436,485EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$1,700BOYAmt
EOY$2,990EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$2,292,356BOYAmt
EOY$2,331,222EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$8,477,257BOYAmt
EOY$9,797,542EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$8,477,257BOYAmt
EOY$9,797,542EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$10,769,613BOYAmt
EOY$12,128,764EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$890,034ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$430,251NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
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 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 C IRS990ScheduleC

FieldValueIRS element (for citing)
Substantially All Dues Nonded0SubstantiallyAllDuesNondedInd
Only In House LobbyingYes (1)OnlyInHouseLobbyingInd
Agree Carryover Prior Year0AgreeCarryoverPriorYearInd

Schedule D IRS990ScheduleD

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$123,229OtherCostOrOtherBasisAmt
Depreciation$566DepreciationAmt
Book Value$122,663BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$37,733OtherCostOrOtherBasisAmt
Depreciation$225DepreciationAmt
Book Value$37,508BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$160,171TotalBookValueLandBuildingsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

FieldValueIRS element (for citing)
DescDUE TO AATS GRAHAM FOUNDATIONDesc
Amt$2,990Amt
FieldValueIRS element (for citing)
Total Liability$2,990TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$9,178,425TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$430,251NetUnrealizedGainsInvstAmt
Revenue Not Reported$430,251RevenueNotReportedAmt
Revenue Subtotal$8,748,174RevenueSubtotalAmt
Investment Expenses Not Incld$29,934InvestmentExpensesNotIncldAmt
Revenue Not Reported Fincl Stmt$29,934RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$8,778,108TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$7,858,140TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$7,858,140ExpensesSubtotalAmt
Investment Expenses Not Incld2$29,934InvestmentExpensesNotIncld2Amt
Expenses Not Rpt Fincl Stmt$29,934ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$7,888,074TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART X, LINE 2:FormAndLineReferenceDesc
ExplanationTHE ASSOCIATION HAS BEEN GRANTED TAX-EXEMPT STATUS UNDER INTERNAL REVENUE CODE SECTION 501(C)(6) AND IS, THEREFORE, GENERALLY EXEMPT FROM FEDERAL AND STATE INCOME TAXES. ACCORDINGLY, NO PROVISION FOR INCOME TAXES HAS BEEN PROVIDED FOR IN THE ACCOMPANYING FINANCIAL STATEMENTS. ASC 740-10, "INCOME TAXES" REQUIRES THE ASSOCIATION TO EVALUATE AND DISCLOSE TAX POSITIONS THAT COULD HAVE AN EFFECT ON THE ASSOCIATION'S FINANCIAL STATEMENTS. THE ASSOCIATION REPORTS ITS ACTIVITIES TO THE INTERNAL REVENUE SERVICE ON AN ANNUAL BASIS. THESE INFORMATIONAL RETURNS ARE GENERALLY SUBJECT TO AUDIT AND REVIEW BY THE GOVERNMENTAL AGENCIES FOR A PERIOD OF THREE YEARS AFTER FILING. SUBSTANTIALLY ALL OF THE ASSOCIATION'S INCOME, EXPENDITURES AND ACTIVITIES RELATE TO ITS EXEMPT PURPOSE, THEREFORE, MANAGEMENT HAS DETERMINED THAT THE ASSOCIATION IS NOT SUBJECT TO MATERIAL UNRELATED BUSINESS INCOME TAXES AND WILL CONTINUE TO QUALIFY AS A TAX-EXEMPT NOT-FOR-PROFIT ENTITY.ExplanationTxt

Schedule F IRS990ScheduleF

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Account Activities Outside US AccountActivitiesOutsideUSGrp (3 entries)

RegionRegionTxtOfficesOfficesCntEmployeeEmployeeCntType Of Activities ConductedTypeOfActivitiesConductedTxtSpecific Services ProvidedSpecificServicesProvidedTxtRegion Total ExpendituresRegionTotalExpendituresAmt
EAST ASIA AND THE PACIFIC - AUSTRALIA, BRUNEI, BURMA, CAMBODIA,00PROGRAM SERVICESMEETINGS & EDUCATION$17,146
NORTH AMERICA00GRANTS TO RECIPIENTS LOCATED IN REGION$6,720
SOUTH AMERICA00GRANTS TO RECIPIENTS LOCATED IN REGION$10,640
FieldValueIRS element (for citing)
Subtotal Offices0SubtotalOfficesCnt
Subtotal Employees0SubtotalEmployeesCnt
Continutation Total Office0ContinutationTotalOfficeCnt
Continutation Total Employee0ContinutationTotalEmployeeCnt
Total Office0TotalOfficeCnt
Total Employee0TotalEmployeeCnt
Subtotal Spent$34,506SubtotalSpentAmt
Continuation Spent$0ContinuationSpentAmt
Total Spent$34,506TotalSpentAmt

Foreign Individuals Grants ForeignIndividualsGrantsGrp (3 entries)

Type Of AssistanceTypeOfAssistanceTxtRegionRegionTxtRecipientRecipientCntCash GrantCashGrantAmtManner Of Cash DisbursementMannerOfCashDisbursementTxt
CRITICAL CARE SCHOLARSHIPS - PROVIDES OPPORTUNITIES TO EXPOSE CARDIOTHORACIC SURGERY RESIDENTS TO CRITICAL CARE BY PROVIDING ASSISTANCE TO ATTEND THE CVT CRITICAL CARE CONFERENCE.NORTH AMERICA5$3,500CHECK
MEMBER FOR A DAY - PROVIDES AN OPPORTUNITY FOR MEDICAL STUDENTS AND GENERAL SURGERY RESIDENTS TO ACCOMPANY AN AATS MEMBER MENTOR, ALONG WITH A RESIDENT OF THE TSRA DURING PORTIONS OF THE AATS ANNUAL MEETING.NORTH AMERICA2$3,220CHECK
TRAVEL AWARDSSOUTH AMERICA11$10,640CHECK
FieldValueIRS element (for citing)
Transfer To Foreign Corp0TransferToForeignCorpInd
Interest In Foreign Trust0InterestInForeignTrustInd
Foreign Corp Ownership0ForeignCorpOwnershipInd
Passive Foreign Investmest Co0PassiveForeignInvestmestCoInd
Foreign Partnership0ForeignPartnershipInd
Boycott Countries0BoycottCountriesInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 2:FormAndLineReferenceDesc
ExplanationTHE ASSOCIATION MONITORS THE USE OF GRANT FUNDS BY REQUIRING A SUMMARY REPORT AND EVALUATION OF THEIR EXPERIENCE.ExplanationTxt

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Recipient Table RecipientTable

Recipient Business Name RecipientBusinessName

FieldValueIRS element (for citing)
Business Name Line1AATS GRAHAM FOUNDATIONBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1800 CUMMINGS CENTER 350-VAddressLine1Txt
CityBEVERLYCityNm
State AbbreviationMAStateAbbreviationCd
ZIP01915ZIPCd
FieldValueIRS element (for citing)
Recipient EIN237288866RecipientEIN
IRC Section501(C)(3)IRCSectionDesc
Cash Grant$313,129CashGrantAmt
Non Cash Assistance$293,241NonCashAssistanceAmt
Valuation Method UsedCOSTValuationMethodUsedDesc
Non Cash AssistancePAID MANAGEMENT FEES TO PRRI ON RECIPIENT'S BEHALF.NonCashAssistanceDesc
Purpose Of GrantGENERAL SUPPORT AND GRANT SUPPORT FOR RESEARCH AND FELLOWSHIPS GRANTS.PurposeOfGrantTxt
FieldValueIRS element (for citing)
Total501c3 Org1Total501c3OrgCnt
Total Other Org0TotalOtherOrgCnt

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (3 entries)

Grant TypeGrantTypeTxtRecipientRecipientCntCash GrantCashGrantAmt
ETHICS SCHOLARSHIPS - PROVIDES FUNDING FOR CARDIOTHORACIC SURGEONS TO OBTAIN FORMAT EDUCATION AND TRAINING IN BIOMEDICAL ETHICS THROUGH PROGRAMS OFFERED BY LEADING ETHIC CENTERS.2$7,487
CRITICAL CARE SCHOLARSHIPS - PROVIDES OPPORTUNITIES TO EXPOSE CARDIOTHORACIC SURGERY RESIDENTS TO CRITICAL CARE BY PROVIDING ASSISTANCE TO ATTEND THE CVT CRITICAL CARE CONFERENCE.9$6,300
MEMBER FOR A DAY - PROVIDES AN OPPORTUNITY FOR MEDICAL STUDENTS AND GENERAL SURGERY RESIDENTS TO ACCOMPANY AN AATS MEMBER MENTOR, ALONG WITH A RESIDENT OF THE TSRA DURING PORTIONS OF THE AATS ANNUAL MEETING.27$43,470

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 2:FormAndLineReferenceDesc
ExplanationTHE ASSOCIATION MONITORS THE USE OF GRANT FUNDS FOR THE RECIPIENT ORGANIZATION NOTED IN PART II BY REVIEWING SCIENTIFIC MATERIALS SUBMITTED FOR ALL RESEARCH AWARD PROGRAMS AND RECOMMENDING CANDIDATES FOR THE RESEARCH AWARDS. THE NON-CASH ASSISTANCE REPRESENTS MANAGEMENT FEES PAID ON BEHALF OF THE RECIPIENT ORGANIZATION. THE ASSOCIATION MONITORS THE USE OF GRANT FUNDS FOR THE INDIVIDUALS NOTED IN PART III BY REQUIRING BY REQUIRING A COPY OF THEIR REGISTRATION TO THE PROGRAM BEFORE THEY ARE PROVIDED THE FUNDS AND/OR A SUMMARY REPORT AND EVALUATION OF THEIR EXPERIENCE.ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (8 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 3THE PROFESSIONAL RELATIONS AND RESEARCH INSTITUTE (PRRI) OF BEVERLY, MASSACHUSETTS, MAINTAINED THE BOOKS AND RECORDS OF THE ASSOCIATION AND PERFORMED OTHER RELATED MANAGERIAL AND ADMINISTRATIVE FUNCTIONS FOR WHICH IT WAS COMPENSATED THROUGH DECEMBER 31, 2016.
FORM 990, PART VI, SECTION A, LINE 6ACTIVE AND SENIOR MEMBERS HAVE VOTING PRIVILEDGES.
FORM 990, PART VI, SECTION A, LINE 7AACTIVE AND SENIOR MEMBERS HAVE THE RIGHT TO VOTE ON THE ELECTION OF OFFICERS TO THE COUNCIL.
FORM 990, PART VI, SECTION A, LINE 7BACTIVE AND SENIOR MEMBERS HAVE THE RIGHT TO APPROVE AMENDMENTS TO THE BY-LAWS, COMMITTEE APPOINTMENTS, ACTIONS OF THE COUNCIL, AND NEW MEMBERS.
FORM 990, PART VI, SECTION B, LINE 11BFORM 990 IS REVIEWED BY THE CHIEF FINANCIAL OFFICER AND IS THEN PROVIDED TO THE TREASURER FOR FINAL REVIEW BEFORE IT IS FILED.
FORM 990, PART VI, SECTION B, LINE 12CTHE CONFLICT OF INTEREST POLICY IS DISTRIBUTED, DISCUSSED AND UPDATED AT EACH COUNCIL MEETING IN ORDER FOR THE ASSOCIATION TO MONITOR AND ENFORCE COMPLIANCE WITH THE POLICY BY ALL OFFICERS AND DIRECTORS.
FORM 990, PART VI, SECTION C, LINE 19GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST.
FORM 990, PAGE 1, ITEM B, AMENDED RETURNTHE RETURN IS BEING AMENDED TO UPDATE PARTS I, II, III, IV, VII, VIII, IX, X, AND XI, AS WELL AS SCHEDULES B, D, F, I, AND R.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp

Disregarded Entity Name DisregardedEntityName

FieldValueIRS element (for citing)
Business Name Line1AATS GRAHAM FOUNDATIONBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1800 CUMMINGS CENTER SUITE 350-VAddressLine1Txt
CityBEVERLYCityNm
State AbbreviationMAStateAbbreviationCd
ZIP01915ZIPCd
FieldValueIRS element (for citing)
EIN237288866EIN
Primary ActivitiesTO ENABLE PHYSICIANS OF ALL COUNTRIES TO SECURE EDUCATION AND TRAINING AND TPrimaryActivitiesTxt
Legal Domicile StateILLegalDomicileStateCd
Exempt Code Section501(C)(3)ExemptCodeSectionTxt
Public Charity StatusPUBLICLY SUPPORTEDPublicCharityStatusTxt

Direct Controlling Entity Name DirectControllingEntityName

FieldValueIRS element (for citing)
Business Name Line1AMERICAN ASSOCIATION OF THORACIC SURGERYBusinessNameLine1Txt
FieldValueIRS element (for citing)
Controlled OrganizationYes (1)ControlledOrganizationInd
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgYes (1)GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth OrgYes (1)GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org0LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org0RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org0PerformOfServicesForOthOrgInd
Perform Of Services By Other Org0PerformOfServicesByOtherOrgInd
Sharing Of Facilities0SharingOfFacilitiesInd
Paid Employees Sharing0PaidEmployeesSharingInd
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (3 entries)

Transaction TypeTransactionTypeTxtInvolvedInvolvedAmtMethod Of Amount DeterminationMethodOfAmountDeterminationTxt
AATS GRAHAM FOUNDATION
B$313,129AMOUNT OF GRANTS
AATS GRAHAM FOUNDATION
B$293,241ESTIMATED VALUE OF SERVICES
AATS GRAHAM FOUNDATION
C$170,000CASH

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