FURP.ORG / PUBLIC DATA EXPLORER

THE THORACIC SURGERY FOUNDATION: Form 990, tax year 2018

View the entire original 990 at ProPublica ↗

Organization
THE THORACIC SURGERY FOUNDATION (EIN 36-3635910)
Tax period
2018-01-01 to 2018-12-31
Filed
2019-10-29
IRS object ID
201933029349300213
Schema version
2018v3.1
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 ReturnHeader

FieldValueIRS element (for citing)
Return2019-10-29T12:21:00-05:00ReturnTs
Tax Period End2018-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN381357951PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1PLANTE & MORAN PLLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line110 S RIVERSIDE PLAZA 9TH FLOORAddressLine1Txt
CityCHICAGOCityNm
State AbbreviationILStateAbbreviationCd
ZIP60606ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2018-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN363635910EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE THORACIC SURGERY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlTHORBusinessNameControlTxt
Phone3122025815PhoneNum

US Address USAddress

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

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonVIRGINIA R LITLE MDPersonNm
Person TitleTREASURERPersonTitleTxt
Phone3122025815PhoneNum
Signature2019-09-24SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonKIMBERLY A HAUMANNPreparerPersonNm
PTINP00546491PTIN
Phone3122071040PhoneNum
Preparation2019-09-24PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address76.245.6.76IPv4AddressTxt
FieldValueIRS element (for citing)
IP2019-09-24IPDt
IP Tm14:56:21IPTm
IP TimezoneCDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdDA39A3EE5E6B4B0D3255BFEF95601890AFD80709AtSubmissionCreationDeviceId
At Submission Filing Device IdF18F835EE371A329476A90C9A25407CADD21E201AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2018TaxYr
Build TS2019-02-21 02:37:17ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerVIRGINIA R LITLE MDPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1633 N ST CLAIR SUITE 2100AddressLine1Txt
CityCHICAGOCityNm
State AbbreviationILStateAbbreviationCd
ZIP60611ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$2,030,643GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.THORACICSURGERYFOUNDATION.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1988FormationYr
Legal Domicile StateILLegalDomicileStateCd
Activity Or MissionTHE MISSION OF TSF IS TO FOSTER THE DEVELOPMENT OF SURGEON SCIENTISTS IN CARDIOTHORACIC SURGERY; INCREASING KNOWLEDGE AND INNOVATION TO BENEFIT PATIENT CARE.ActivityOrMissionDesc
Voting Members Governing Body11VotingMembersGoverningBodyCnt
Voting Members Independent11VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers11TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$1,465,128PYContributionsGrantsAmt
CY Contributions Grants$1,466,804CYContributionsGrantsAmt
PY Program Service Revenue$0PYProgramServiceRevenueAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$81,258PYInvestmentIncomeAmt
CY Investment Income$94,368CYInvestmentIncomeAmt
PY Other Revenue$0PYOtherRevenueAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$1,546,386PYTotalRevenueAmt
CY Total Revenue$1,561,172CYTotalRevenueAmt
PY Grants And Similar Paid$698,679PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$883,811CYGrantsAndSimilarPaidAmt
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$72,818CYTotalFundraisingExpenseAmt
PY Other Expenses$300,029PYOtherExpensesAmt
CY Other Expenses$350,781CYOtherExpensesAmt
PY Total Expenses$998,708PYTotalExpensesAmt
CY Total Expenses$1,234,592CYTotalExpensesAmt
PY Revenues Less Expenses$547,678PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$326,580CYRevenuesLessExpensesAmt
Total Assets BOY$3,699,321TotalAssetsBOYAmt
Total Assets EOY$3,887,726TotalAssetsEOYAmt
Total Liabilities BOY$296,636TotalLiabilitiesBOYAmt
Total Liabilities EOY$380,980TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$3,402,685NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$3,506,746NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionTHE MISSION OF TSF IS TO FOSTER THE DEVELOPMENT OF SURGEON SCIENTISTS IN CARDIOTHORACIC SURGERY; INCREASING KNOWLEDGE AND INNOVATION TO BENEFIT PATIENT CARE.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$969,355ExpenseAmt
Grant$883,811GrantAmt
DescDURING THE YEAR, TSF AWARDED A TOTAL OF 58 AWARDS CONSISTING OF 7 EVERY HEARTBEAT MATTERS AWARDS (SUPPORT FOR PROGRAMS THAT EDUCATE, SCREEN AND/OR TREAT UNDERSERVED POPULATIONS TO REDUCE THE GLOBAL BURDEN OF HEART VALVE DISEASE, OR TO SUPPORT OTHER PROGRAMS THAT ADVANCE HEALTH CARE AND ADDRESS UNDERSERVED POPULATIONS), 2 CAROLYN REED TRAVELING FELLOWSHIP AWARDS (SUPPORT OF A CLINICALLY-ESTABLISHED WOMAN THORACIC OR CARDIAC SURGEON, OR A WOMAN RESIDENT IN HER LAST YEAR OF CARDIOTHORACIC SURGERY RESIDENCY, TO TRAVEL TO ANOTHER INSTITUTION FOR THE PURPOSE OF LEARNING A NEW SKILL OR TECHNOLOGY), 5 RESEARCH AWARDS (OPERATIONAL SUPPORT OF ORIGINAL RESEARCH EFFORTS BY CARDIOTHORACIC SURGEONS WHO HAVE COMPLETED THEIR FORMAL TRAINING, AND WHO ARE SEEKING INITIAL SUPPORT AND RECOGNITION FOR THE RESEARCH PROGRAM), 2 BRAUNWALD AWARDS (SUPPORTS A WOMAN SURGEON AND WOMAN RESIDENT WORKING IN CARDIAC SURGICAL CLINIC OR LABORATORY RESEARCH PROGRAM), 1 STSA RESEARCH AWARD (SUPPORT OF ORIGINAL RESEARCH EFFORTS BY CARDIOTHORACIC SURGEONS WHO HAVE COMPLETED THEIR FORMAL TRAINING AND WHO ARE SEEKING INITIAL SUPPORT AND RECOGNITION FOR THEIR RESEARCH PROGRAM), 9 ALLEY-SHERIDAN AWARDS (SUPPORTS EDUCATIONAL OPPORTUNITIES FOR CARDIOTHORACIC SURGEONS TO ATTEND THE LEADERSHIP PROGRAM IN HEALTH POLICY MANAGEMENT OFFERED BY BRANDEIS UNIVERSITY), 2 DAVIDSON FELLOWSHIP (SUPPORTS A YOUNG EARLY-CAREER CARDIOTHORACIC SURGEON COMMITTED TO THE VISION OF INNOVATIVE AND COLLABORATIVE CARDIOVASCULAR CARE), 2 LEVI WATKINS AWARDS (SUPPORTS TRAVEL TO A CENTER OF EXCELLENCE TO ACQUIRE ADDITIONAL CLINICAL, TRANSLATIONAL OR LEADERSHIP TRAINING TO ENHANCE SKILLS AND PRACTICE IN AN AREA OF INNOVATION OR SURGICAL SIGNIFICANCE FOR A CARDIOTHORACIC SURGEON), AND 24 LATIN AMERICA TRAVEL AWARDS TO ATTEND THE EACTS/STS CARDIOVASCULAR CONFERENCE, 1 REPLOGLE AWARD (SUPPORT CONTINUING EDUCATION OF SURGEON OR RESIDENT COMMITTED TO THE TREATEMNET OF CONGENITAL HEART DISEASE IN NEONATES, INFANTS, CHILDREN AND ADULTS), 2 INTERNATIONAL MEDICAL VOULNTEER SCHOARSHIPS (PROVIDE GLOBAL CARDIOTHORACIC SURGERY VOLUNTEER EXPERIENCE FOR A CARDIOTHORACIC SURGERY RESIDENT OR SURGEON UNDER THE MENTORSHIPS OF AN EXPERIENCED SURGEON VOLUNTEER), AND 1 STS/EACTS AWARD (AWARDED TO THE BEST ABSTRACT PRESENTED AT THE STS ANNUAL MEETING).Desc
Total Program Service Expenses$969,355TotalProgramServiceExpensesAmt
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
Temp Or Permanent EndowmentsYes (1)TempOrPermanentEndowmentsInd
Report Land Building Equipment0ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other Liabilities0ReportOtherLiabilitiesInd
Include FIN48 Footnote0IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (1)ConsolidatedAuditFinclStmtInd
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
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 With Officer Ent0BusinessRlnWithOfficerEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgYes (1)TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document9IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
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 Members11GoverningBodyVotingMembersCnt
Independent Voting Member11IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesYes (1)DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
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 PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEO0CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldILStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1KEITH BURABusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone3122025815PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1633 N ST CLAIR SUITE 2100AddressLine1Txt
CityCHICAGOCityNm
State AbbreviationILStateAbbreviationCd
ZIP60611ZIPCd
FieldValueIRS element (for citing)
Info In Schedule O Part VIIYes (X)InfoInScheduleOPartVIIInd

Form990 Part VII Section A Form990PartVIISectionAGrp (14 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
DOUGLAS E WOOD MD
OFFICER & DIRECTOR4.000.00Yes (X)Yes (X)$0$0$0
JOSEPH E BAVARIA MD
OFFICER & DIRECTOR4.000.00Yes (X)Yes (X)$0$0$0
JOSEPH F SABIK MD
OFFICER & DIRECTOR4.0012.00Yes (X)Yes (X)$0$5,500$0
SHANDA H BLACKMON MD
OFFICER & DIRECTOR4.002.00Yes (X)Yes (X)$0$0$0
MARK S ALLEN MD
DIRECTOR4.000.00Yes (X)$0$0$0
DAVID A FULLERTON MD
DIRECTOR4.000.00Yes (X)$0$0$0
ROBERT SDHIGGINS MD
DIRECTOR4.0012.00Yes (X)$0$1,000$0
KEITH S NAUNHEIM MD
DIRECTOR4.0012.00Yes (X)$0$8,000$0
VINOD THOURANI MD
DIRECTOR4.002.00Yes (X)$0$0$0
VIRGINIA R LITLE MD
DIRECTOR4.000.00Yes (X)$0$0$0
THOMAS E MACGILLIVRAY MD
DIRECTOR4.003.00Yes (X)$0$1,000$0
JOHN CALHOON MD
DIRECTOR - PART YEAR4.000.00Yes (X)$0$0$0
RICHARD PIERSON MD
DIRECTOR - PART YEAR4.000.00Yes (X)$0$0$0
PRISCILLA KENNEDY
EXECUTIVE DIRECTOR40.000.00Yes (X)$0$91,965$14,652
FieldValueIRS element (for citing)
Total Reportable Comp From Org$0TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$107,465TotReportableCompRltdOrgAmt
Total Other Compensation$14,652TotalOtherCompensationAmt
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 N ST CLAIR SUITE 2100AddressLine1Txt
CityCHICAGOCityNm
State AbbreviationILStateAbbreviationCd
ZIP60611ZIPCd
FieldValueIRS element (for citing)
ServicesMANAGEMENT FEEServicesDesc
Compensation$224,000CompensationAmt
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K1CntrctRcvdGreaterThan100KCnt
Related Organizations$693,257RelatedOrganizationsAmt
All Other Contributions$773,547AllOtherContributionsAmt
Total Contributions$1,466,804TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$62,549TotalRevenueColumnAmt
Exclusion$62,549ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$501,290SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$469,471SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$31,819SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$31,819TotalRevenueColumnAmt
Exclusion$31,819ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,561,172TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$94,368ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$278,501TotalAmt
Program Services$278,501ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$580,000TotalAmt
Program Services$580,000ProgramServicesAmt

Foreign Grants ForeignGrantsGrp

FieldValueIRS element (for citing)
Total$25,310TotalAmt
Program Services$25,310ProgramServicesAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$234,219TotalAmt
Program Services$52,192ProgramServicesAmt
Management And General$146,272ManagementAndGeneralAmt
Fundraising$35,755FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$17,700TotalAmt
Management And General$17,700ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$16,296TotalAmt
Management And General$16,296ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$18,309TotalAmt
Program Services$1,707ProgramServicesAmt
Management And General$7,849ManagementAndGeneralAmt
Fundraising$8,753FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$12,507TotalAmt
Program Services$3,935ProgramServicesAmt
Management And General$4,637ManagementAndGeneralAmt
Fundraising$3,935FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$35,452TotalAmt
Management And General$11,077ManagementAndGeneralAmt
Fundraising$24,375FundraisingAmt

Other Expenses OtherExpensesGrp (2 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmt
VIDEO PRODUCTION$25,000$25,000
BAD DEBT EXPENSE-$21,500-$21,500

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$12,798TotalAmt
Program Services$2,710ProgramServicesAmt
Management And General$10,088ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$1,234,592TotalAmt
Program Services$969,355ProgramServicesAmt
Management And General$192,419ManagementAndGeneralAmt
Fundraising$72,818FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$1,320,882BOYAmt
EOY$1,533,247EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$463,077BOYAmt
EOY$613,252EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$6,040BOYAmt
EOY$6,409EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$1,909,322BOYAmt
EOY$1,734,818EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$3,699,321BOYAmt
EOY$3,887,726EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$17,136BOYAmt
EOY$73,480EOYAmt

Grants Payable GrantsPayableGrp

FieldValueIRS element (for citing)
BOY$279,500BOYAmt
EOY$307,500EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$296,636BOYAmt
EOY$380,980EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$1,314,073BOYAmt
EOY$1,497,960EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$2,088,612BOYAmt
EOY$2,008,786EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$3,402,685BOYAmt
EOY$3,506,746EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$3,699,321BOYAmt
EOY$3,887,726EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$326,580ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst-$222,519NetUnrlzdGainsLossesInvstAmt
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)
Consol And Sep Basis Fincl StmtYes (X)ConsolAndSepBasisFinclStmtInd
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$280,922CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$880,422CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,517,967CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,465,128CurrentTaxYearMinus1YearAmt
Current Tax Year$1,466,804CurrentTaxYearAmt
Total$5,611,243TotalAmt

Total509 Total509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$280,922CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$880,422CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,517,967CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,465,128CurrentTaxYearMinus1YearAmt
Current Tax Year$1,466,804CurrentTaxYearAmt
Total$5,611,243TotalAmt

Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$5,000CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$438,098CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$647,809CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$623,527CurrentTaxYearMinus1YearAmt
Current Tax Year$725,507CurrentTaxYearAmt
Total$2,439,941TotalAmt

Substantial Contributors Amt SubstantialContributorsAmtGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$5,000CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$438,098CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$647,809CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$623,527CurrentTaxYearMinus1YearAmt
Current Tax Year$725,507CurrentTaxYearAmt
Total$2,439,941TotalAmt
FieldValueIRS element (for citing)
Public Support Total509$3,171,302PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$29,222CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$49,516CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$51,122CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$56,960CurrentTaxYearMinus1YearAmt
Current Tax Year$62,549CurrentTaxYearAmt
Total$249,369TotalAmt

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$29,222CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$49,516CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$51,122CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$56,960CurrentTaxYearMinus1YearAmt
Current Tax Year$62,549CurrentTaxYearAmt
Total$249,369TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$310,144CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$929,938CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,569,089CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,522,088CurrentTaxYearMinus1YearAmt
Current Tax Year$1,529,353CurrentTaxYearAmt
Total$5,860,612TotalAmt
FieldValueIRS element (for citing)
Public Support CY5090.54110PublicSupportCY509Pct
Public Support PY5090.57560PublicSupportPY509Pct
Investment Income CY0.04250InvestmentIncomeCYPct
Investment Income PY0.04870InvestmentIncomePYPct
Thirty Thr Pct Suprt Tests CY509Yes (X)ThirtyThrPctSuprtTestsCY509Ind

Schedule B IRS990ScheduleB

Schedule D IRS990ScheduleD

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$1,533,571BeginningYearBalanceAmt
Contributions$163,474ContributionsAmt
Investment Earnings Or Losses-$144,599InvestmentEarningsOrLossesAmt
Other Expenditures-$125,000OtherExpendituresAmt
Administrative Expenses$237,500AdministrativeExpensesAmt
End Year Balance$1,439,946EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$1,330,943BeginningYearBalanceAmt
Contributions$133,834ContributionsAmt
Investment Earnings Or Losses$214,391InvestmentEarningsOrLossesAmt
Other Expenditures-$59,403OtherExpendituresAmt
Administrative Expenses$205,000AdministrativeExpensesAmt
End Year Balance$1,533,571EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$973,645BeginningYearBalanceAmt
Contributions$335,425ContributionsAmt
Investment Earnings Or Losses$116,123InvestmentEarningsOrLossesAmt
Administrative Expenses$94,250AdministrativeExpensesAmt
End Year Balance$1,330,943EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$1,136,089BeginningYearBalanceAmt
Contributions$42,760ContributionsAmt
Investment Earnings Or Losses-$78,554InvestmentEarningsOrLossesAmt
Administrative Expenses$126,650AdministrativeExpensesAmt
End Year Balance$973,645EndYearBalanceAmt
FieldValueIRS element (for citing)
Term Endowment Balance EOY1.00000TermEndowmentBalanceEOYPct
Endowments Held Unrelated Org0EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org0EndowmentsHeldRelatedOrgInd
Total Book Value Land Buildings$0TotalBookValueLandBuildingsAmt
Total Rev Etc Audited Fincl Stmt$1,322,357TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst-$222,519NetUnrealizedGainsInvstAmt
Revenue Not Reported-$222,519RevenueNotReportedAmt
Revenue Subtotal$1,544,876RevenueSubtotalAmt
Investment Expenses Not Incld$16,296InvestmentExpensesNotIncldAmt
Revenue Not Reported Fincl Stmt$16,296RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$1,561,172TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$1,218,296TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$1,218,296ExpensesSubtotalAmt
Investment Expenses Not Incld2$16,296InvestmentExpensesNotIncld2Amt
Expenses Not Rpt Fincl Stmt$16,296ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$1,234,592TotalExpensesPerForm990Amt

Schedule F IRS990ScheduleF

FieldValueIRS element (for citing)
Grant Records Maintained0GrantRecordsMaintainedInd

Account Activities Outside US AccountActivitiesOutsideUSGrp

FieldValueIRS element (for citing)
RegionCENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMASRegionTxt
Offices0OfficesCnt
Employee0EmployeeCnt
Type Of Activities ConductedGRANTS TO RECIPIENTSTypeOfActivitiesConductedTxt
Specific Services ProvidedCONFERENCE ATTENDANCESpecificServicesProvidedTxt
Region Total Expenditures$25,310RegionTotalExpendituresAmt
FieldValueIRS element (for citing)
Subtotal Offices0SubtotalOfficesCnt
Subtotal Employees0SubtotalEmployeesCnt
Continuation Total Office0ContinuationTotalOfficeCnt
Continuation Total Employee0ContinuationTotalEmployeeCnt
Total Office0TotalOfficeCnt
Total Employee0TotalEmployeeCnt
Subtotal Spent$25,310SubtotalSpentAmt
Continuation Spent$0ContinuationSpentAmt
Total Spent$25,310TotalSpentAmt

Foreign Individuals Grants ForeignIndividualsGrantsGrp

FieldValueIRS element (for citing)
Type Of AssistanceCONFERENCE ATTENDANCE-LODGING AND REGISTRATION FEESTypeOfAssistanceTxt
RegionCENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMASRegionTxt
Recipient24RecipientCnt
Cash Grant$25,310CashGrantAmt
Manner Of Cash DisbursementCASH PAYMENTMannerOfCashDisbursementTxt
FieldValueIRS element (for citing)
Transfer To Foreign Corp0TransferToForeignCorpInd
Interest In Foreign Trust0InterestInForeignTrustInd
Foreign Corp Ownership0ForeignCorpOwnershipInd
Passive Foreign Investmest Co0PassiveForeignInvestmestCoInd
Foreign Partnership0ForeignPartnershipInd
Boycott Countries0BoycottCountriesInd

Schedule I IRS990ScheduleI

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

Recipient Table RecipientTable (7 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtPurpose Of GrantPurposeOfGrantTxt
UNIVERSITY OF COLORADO
PO BOX 910238DENVERCO80291846049811501 (C) (3)$37,500TSF EVERY HEARTBEAT MATTERS
TEAM HEART
7070 W BELMONT DRLITTLETONCO80123271435443501 (C) (3)$37,500TSF EVERY HEARTBEAT MATTERS
CHILDREN'S NATIONAL MEDICAL CENTER
111 MICHIGAN AVENUE NWWASHINGTONDC20010521640402501 (C) (3)$37,500TSF EVERY HEARTBEAT MATTERS
VOOM FOUNDATION
130 W SUPERIOR ST SUITE 926DULUTHMN55802582678884501 (C) (3)$37,500TSF EVERY HEARTBEAT MATTERS
PERUVIAN AMERICAN MEDICAL SOCIETY
41360 FOX RUN RD APT 519NOVIMI48377382824781501 (C) (6)$20,000TSF EVERY HEARTBEAT MATTERS
JOYCE FAMILY FOUNDATION
12037 W BONNIWELL ROADMEQUONWI53097411797421501 (C) (3)$37,500TSF EVERY HEARTBEAT MATTERS
UNIVERSITY OF UTAH CARDIOTHORAIC SURGERY
30 N 1900 EAST SOM 3C-127SALT LAKE CITYUT84132876000525501 (C) (3)$37,500TSF EVERY HEARTBEAT MATTERS
FieldValueIRS element (for citing)
Total501c3 Org5Total501c3OrgCnt
Total Other Org1TotalOtherOrgCnt

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (9 entries)

Grant TypeGrantTypeTxtRecipientRecipientCntCash GrantCashGrantAmt
LEVI WATKINS2$10,000
CAROLYN REED TRAVELING FELLOWSHIP2$15,000
MICHAEL DAVIDSON FELLOWSHIP2$50,000
REPOGLE TRAVELING FELLOWSHIP1$10,000
TSF RESEARCH AWARD2$160,000
STS RESEARCH AWARD1$80,000
TSF RESIDENT AWARD2$90,000
STSA RESEARCH AWARD1$25,000
BRAUNWALD RESEARCH AWARD2$140,000

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 2:FormAndLineReferenceDesc
ExplanationEACH TSF GRANT PROJECT IS THOROUGHLY EVALUATED AND SCORED BY THREE TSF RESEARCH COMMITTEE REVIEWERS. THE RESEARCH REVIEWERS HAVE BEEN APPOINTED BY THE 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 O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (7 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 3THE SOCIETY OF THORACIC SURGEONS (STS) OF CHICAGO, ILLINOIS, 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, SECTION B, LINE 11BTHE 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, SECTION B, LINE 12CTSF 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, SECTION B, LINE 15SINCE THERE ARE NO PAID EMPLOYEES QUESTIONS 13 AND 15 DO NOT APPLY TO THE ORGANIZATION.
FORM 990, PART VI, SECTION C, LINE 18FORM 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, SECTION C, LINE 19GOVERNING DOCUMENTS, 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 (STS).
FORM 990, PART VII, SECTION A - COMPENSATIONPRISCILLA S. KENNEDY, TSF EXECUTIVE DIRECTOR, IS COMPENSATED BY A RELATED ORGANIZATION, THE SOCIETY OF THORACIC SURGEONS (STS).

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp

Disregarded Entity Name DisregardedEntityName

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

US Address USAddress

FieldValueIRS element (for citing)
Address Line1633 N SAINT CLAIR STAddressLine1Txt
CityCHICAGOCityNm
State AbbreviationILStateAbbreviationCd
ZIP60611ZIPCd
FieldValueIRS element (for citing)
EIN363022713EIN
Primary ActivitiesTO ENHANCE THE ABILITY OF CARDIOTHORACIC SURGEONS.PrimaryActivitiesTxt
Legal Domicile StateILLegalDomicileStateCd
Exempt Code Section501(C)(6)ExemptCodeSectionTxt
Controlled Organization0ControlledOrganizationInd
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org0GiftGrntOrCapContriToOthOrgInd
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 OrgYes (1)PerformOfServicesByOtherOrgInd
Sharing Of FacilitiesYes (1)SharingOfFacilitiesInd
Paid Employees SharingYes (1)PaidEmployeesSharingInd
Reimbursement Paid To Other OrgYes (1)ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other OrgYes (1)TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (2 entries)

Transaction TypeTransactionTypeTxtInvolvedInvolvedAmtMethod Of Amount DeterminationMethodOfAmountDeterminationTxt
THE SOCIETY OF THORACIC SURGEONS
C$469,257CASH PAID
THE SOCIETY OF THORACIC SURGEONS
M$224,000IN-KIND