2019-10-29T12:21:00-05:00 2018-12-31 381357951 PLANTE & MORAN PLLC 10 S RIVERSIDE PLAZA 9TH FLOOR CHICAGO IL 60606 990 2018-01-01 363635910 THE THORACIC SURGERY FOUNDATION THOR 3122025815 633 N ST CLAIR SUITE 2100 CHICAGO IL 60611 VIRGINIA R LITLE MD TREASURER 3122025815 2019-09-24 1 KIMBERLY A HAUMANN P00546491 3122071040 2019-09-24 76.245.6.76 2019-09-24 14:56:21 CD P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 F18F835EE371A329476A90C9A25407CADD21E201 2018 2019-02-21 02:37:17Z VIRGINIA R LITLE MD 633 N ST CLAIR SUITE 2100 CHICAGO IL 60611 2030643 0 X WWW.THORACICSURGERYFOUNDATION.ORG X 1988 IL THE MISSION OF TSF IS TO FOSTER THE DEVELOPMENT OF SURGEON SCIENTISTS IN CARDIOTHORACIC SURGERY; INCREASING KNOWLEDGE AND INNOVATION TO BENEFIT PATIENT CARE. 11 11 0 11 0 0 1465128 1466804 0 0 81258 94368 0 0 1546386 1561172 698679 883811 0 0 0 0 0 0 72818 300029 350781 998708 1234592 547678 326580 3699321 3887726 296636 380980 3402685 3506746 X THE MISSION OF TSF IS TO FOSTER THE DEVELOPMENT OF SURGEON SCIENTISTS IN CARDIOTHORACIC SURGERY; INCREASING KNOWLEDGE AND INNOVATION TO BENEFIT PATIENT CARE. 0 0 969355 883811 DURING 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). 969355 1 1 0 0 0 0 0 0 0 1 0 0 0 0 0 0 1 1 0 0 1 0 1 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 1 9 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 11 11 0 1 0 0 0 0 0 1 1 0 0 1 1 1 1 0 1 0 0 0 IL X KEITH BURA 3122025815 633 N ST CLAIR SUITE 2100 CHICAGO IL 60611 X DOUGLAS E WOOD MD OFFICER & DIRECTOR 4.00 0.00 X X 0 0 0 JOSEPH E BAVARIA MD OFFICER & DIRECTOR 4.00 0.00 X X 0 0 0 JOSEPH F SABIK MD OFFICER & DIRECTOR 4.00 12.00 X X 0 5500 0 SHANDA H BLACKMON MD OFFICER & DIRECTOR 4.00 2.00 X X 0 0 0 MARK S ALLEN MD DIRECTOR 4.00 0.00 X 0 0 0 DAVID A FULLERTON MD DIRECTOR 4.00 0.00 X 0 0 0 ROBERT SDHIGGINS MD DIRECTOR 4.00 12.00 X 0 1000 0 KEITH S NAUNHEIM MD DIRECTOR 4.00 12.00 X 0 8000 0 VINOD THOURANI MD DIRECTOR 4.00 2.00 X 0 0 0 VIRGINIA R LITLE MD DIRECTOR 4.00 0.00 X 0 0 0 THOMAS E MACGILLIVRAY MD DIRECTOR 4.00 3.00 X 0 1000 0 JOHN CALHOON MD DIRECTOR - PART YEAR 4.00 0.00 X 0 0 0 RICHARD PIERSON MD DIRECTOR - PART YEAR 4.00 0.00 X 0 0 0 PRISCILLA KENNEDY EXECUTIVE DIRECTOR 40.00 0.00 X 0 91965 14652 0 107465 14652 0 0 0 0 THE SOCIETY OF THORACIC SURGEONS 633 N ST CLAIR SUITE 2100 CHICAGO IL 60611 MANAGEMENT FEE 224000 1 693257 773547 1466804 62549 62549 501290 469471 31819 31819 31819 1561172 0 0 94368 278501 278501 580000 580000 25310 25310 234219 52192 146272 35755 17700 17700 16296 16296 18309 1707 7849 8753 12507 3935 4637 3935 35452 11077 24375 VIDEO PRODUCTION 25000 25000 BAD DEBT EXPENSE -21500 -21500 12798 2710 10088 1234592 969355 192419 72818 1320882 1533247 463077 613252 6040 6409 1909322 1734818 3699321 3887726 17136 73480 279500 307500 296636 380980 X 1314073 1497960 2088612 2008786 3402685 3506746 3699321 3887726 326580 -222519 0 X 0 1 X 1 0 X 280922 880422 1517967 1465128 1466804 5611243 280922 880422 1517967 1465128 1466804 5611243 5000 438098 647809 623527 725507 2439941 0 5000 438098 647809 623527 725507 2439941 3171302 29222 49516 51122 56960 62549 249369 29222 49516 51122 56960 62549 249369 310144 929938 1569089 1522088 1529353 5860612 0.54110 0.57560 0.04250 0.04870 X 1533571 163474 -144599 -125000 237500 1439946 1330943 133834 214391 -59403 205000 1533571 973645 335425 116123 94250 1330943 1136089 42760 -78554 126650 973645 1.00000 0 0 0 1322357 -222519 -222519 1544876 16296 16296 1561172 1218296 0 1218296 16296 16296 1234592 0 CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS 0 0 GRANTS TO RECIPIENTS CONFERENCE ATTENDANCE 25310 0 0 0 0 0 0 25310 0 25310 CONFERENCE ATTENDANCE-LODGING AND REGISTRATION FEES CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS 24 25310 CASH PAYMENT 0 0 0 0 0 0 1 UNIVERSITY OF COLORADO PO BOX 910238 DENVER CO 80291 846049811 501 (C) (3) 37500 TSF EVERY HEARTBEAT MATTERS TEAM HEART 7070 W BELMONT DR LITTLETON CO 80123 271435443 501 (C) (3) 37500 TSF EVERY HEARTBEAT MATTERS CHILDREN'S NATIONAL MEDICAL CENTER 111 MICHIGAN AVENUE NW WASHINGTON DC 20010 521640402 501 (C) (3) 37500 TSF EVERY HEARTBEAT MATTERS VOOM FOUNDATION 130 W SUPERIOR ST SUITE 926 DULUTH MN 55802 582678884 501 (C) (3) 37500 TSF EVERY HEARTBEAT MATTERS PERUVIAN AMERICAN MEDICAL SOCIETY 41360 FOX RUN RD APT 519 NOVI MI 48377 382824781 501 (C) (6) 20000 TSF EVERY HEARTBEAT MATTERS JOYCE FAMILY FOUNDATION 12037 W BONNIWELL ROAD MEQUON WI 53097 411797421 501 (C) (3) 37500 TSF EVERY HEARTBEAT MATTERS UNIVERSITY OF UTAH CARDIOTHORAIC SURGERY 30 N 1900 EAST SOM 3C-127 SALT LAKE CITY UT 84132 876000525 501 (C) (3) 37500 TSF EVERY HEARTBEAT MATTERS 5 1 LEVI WATKINS 2 10000 CAROLYN REED TRAVELING FELLOWSHIP 2 15000 MICHAEL DAVIDSON FELLOWSHIP 2 50000 REPOGLE TRAVELING FELLOWSHIP 1 10000 TSF RESEARCH AWARD 2 160000 STS RESEARCH AWARD 1 80000 TSF RESIDENT AWARD 2 90000 STSA RESEARCH AWARD 1 25000 BRAUNWALD RESEARCH AWARD 2 140000 PART I, LINE 2: EACH 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. FORM 990, PART VI, SECTION A, LINE 3 THE 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 11B 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, SECTION B, LINE 12C 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, SECTION B, LINE 15 SINCE THERE ARE NO PAID EMPLOYEES QUESTIONS 13 AND 15 DO NOT APPLY TO THE ORGANIZATION. FORM 990, PART VI, SECTION C, LINE 18 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, SECTION C, LINE 19 GOVERNING 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 - COMPENSATION PRISCILLA S. KENNEDY, TSF EXECUTIVE DIRECTOR, IS COMPENSATED BY A RELATED ORGANIZATION, THE SOCIETY OF THORACIC SURGEONS (STS). THE SOCIETY OF THORACIC SURGEONS 633 N SAINT CLAIR ST CHICAGO IL 60611 363022713 TO ENHANCE THE ABILITY OF CARDIOTHORACIC SURGEONS. IL 501(C)(6) 0 0 0 1 0 0 0 0 0 0 0 0 0 1 1 1 1 0 0 1 THE SOCIETY OF THORACIC SURGEONS C 469257 CASH PAID THE SOCIETY OF THORACIC SURGEONS M 224000 IN-KIND