SOUTHERN THORACIC SURGICAL ASSOCIATION INC: Form 990, tax year 2017

View the entire original 990 at ProPublica ↗

Organization: SOUTHERN THORACIC SURGICAL ASSOCIATION INC (EIN 36-3181838)
Tax period: 2017-01-01 to 2017-12-31
Filed: 2018-11-12
IRS object ID: 201833169349304943
Schema version: 2017v2.3
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 C
Schedule D
Schedule I
Schedule O

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2018-11-12T18:49:13-06:00	ReturnTs
Tax Period End	2017-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	BKD LLP	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	1901 S Meyers Road Suite 500	AddressLine1Txt
City	Oakbrook Terrace	CityNm
State Abbreviation	IL	StateAbbreviationCd
ZIP	601815209	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990	ReturnTypeCd
Tax Period Begin	2017-01-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	363181838	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	SOUTHERN THORACIC SURGICAL ASSOCIATION	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
In Care Of	% THE ORGANIZATION	InCareOfNm
Business Name Control	SOUT	BusinessNameControlTxt
Phone	3122025892	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	633 N SAINT CLAIR STREET 21st FL	AddressLine1Txt
City	CHICAGO	CityNm
State Abbreviation	IL	StateAbbreviationCd
ZIP	606113658	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	DANIEL L MILLER MD	PersonNm
Person Title	SECRETARY/TREASURER	PersonTitleTxt
Phone	3122025892	PhoneNum
Signature	2018-11-15	SignatureDt
Discuss With Paid Preparer	Yes (true)	DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	Rebekuh Eley	PreparerPersonNm
PTIN	P01247672	PTIN
Phone	6302829500	PhoneNum
Preparation	2018-11-15	PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

Field	Value	IRS element (for citing)
I Pv4 Address	167.68.126.162	IPv4AddressTxt

Field	Value	IRS element (for citing)
Federal Original Submission Id	15750420183165000002	FederalOriginalSubmissionId
Federal Original Submission Id	2018-11-12	FederalOriginalSubmissionIdDt
Filing License Type	P	FilingLicenseTypeCd
At Submission Creation Device Id	6F84CE8235AA5A0FC6174A1C82482673D0131A33	AtSubmissionCreationDeviceId
At Submission Filing Device Id	ADCCD09262EF154B7A92B0019AAB504319DF82B8	AtSubmissionFilingDeviceId

Field	Value	IRS element (for citing)
Tax	2017	TaxYr
Build TS	2019-02-21 02:37:17Z	BuildTS

Form 990 IRS990

Field	Value	IRS element (for citing)
Principal Officer	DANIEL L MILLER MD	PrincipalOfficerNm

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	633 N SAINT CLAIR STREET 21st FL	AddressLine1Txt
City	CHICAGO	CityNm
State Abbreviation	IL	StateAbbreviationCd
ZIP	606113658	ZIPCd

Field	Value	IRS element (for citing)
Gross Receipts	$793,309	GrossReceiptsAmt
Group Return For Affiliates	false	GroupReturnForAffiliatesInd
Organization501c	Yes (X)	Organization501cInd
Website Address	WWW.STSA.ORG	WebsiteAddressTxt
Type Of Organization Corp	Yes (X)	TypeOfOrganizationCorpInd
Formation	1954	FormationYr
Legal Domicile State	IL	LegalDomicileStateCd
Activity Or Mission	TO SUPPORT SOUTHERN AND SOUTHERN TRAINED MEMBERS OF THE CARDIOTHORACIC SURGERY COMMUNITY AND THEIR FAMILIES.	ActivityOrMissionDesc
Voting Members Governing Body	11	VotingMembersGoverningBodyCnt
Voting Members Independent	11	VotingMembersIndependentCnt
Total Employee	0	TotalEmployeeCnt
Total Volunteers	38	TotalVolunteersCnt
Total Gross UBI	$0	TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm	$0	NetUnrelatedBusTxblIncmAmt
PY Contributions Grants	$0	PYContributionsGrantsAmt
CY Contributions Grants	$0	CYContributionsGrantsAmt
PY Program Service Revenue	$636,678	PYProgramServiceRevenueAmt
CY Program Service Revenue	$588,686	CYProgramServiceRevenueAmt
PY Investment Income	-$46,826	PYInvestmentIncomeAmt
CY Investment Income	$38,538	CYInvestmentIncomeAmt
PY Other Revenue	$0	PYOtherRevenueAmt
CY Other Revenue	$0	CYOtherRevenueAmt
PY Total Revenue	$589,852	PYTotalRevenueAmt
CY Total Revenue	$627,224	CYTotalRevenueAmt
PY Grants And Similar Paid	$0	PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid	$60,000	CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members	$0	PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members	$0	CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid	$0	PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid	$0	CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns	$0	PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns	$0	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$0	CYTotalFundraisingExpenseAmt
PY Other Expenses	$554,213	PYOtherExpensesAmt
CY Other Expenses	$573,680	CYOtherExpensesAmt
PY Total Expenses	$554,213	PYTotalExpensesAmt
CY Total Expenses	$633,680	CYTotalExpensesAmt
PY Revenues Less Expenses	$35,639	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	-$6,456	CYRevenuesLessExpensesAmt
Total Assets BOY	$2,351,577	TotalAssetsBOYAmt
Total Assets EOY	$2,549,096	TotalAssetsEOYAmt
Total Liabilities BOY	$28,469	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$62,296	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$2,323,108	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$2,486,800	NetAssetsOrFundBalancesEOYAmt
Mission	TO SUPPORT SOUTHERN AND SOUTHERN TRAINED MEMBERS OF THE CARDIOTHORACIC SURGERY COMMUNITY AND THEIR FAMILIES IN THE PURSUIT OF THE HIGHEST QUALITY PATIENT CARE, EDUCATION, SCIENTIFIC ACHIEVEMENT, COLLEGIALITY, AND LIFE BALANCE.	MissionDesc
Significant New Program Srvc	false	SignificantNewProgramSrvcInd
Significant Change	false	SignificantChangeInd
Desc	Annual meetings and educational opportunities for members to gather and discuss new developments in the field of cardiothoracic and cardiovascular surgery and share ideas for improvements.	Desc
Described In Section501c3	false	DescribedInSection501c3Ind
Schedule B Required	false	ScheduleBRequiredInd
Political Campaign Acty	false	PoliticalCampaignActyInd
Subject To Proxy Tax	Yes (true)	SubjectToProxyTaxInd
Donor Advised Fund	false	DonorAdvisedFundInd
Conservation Easements	false	ConservationEasementsInd
Collections Of Art	false	CollectionsOfArtInd
Credit Counseling	false	CreditCounselingInd
Temp Or Permanent Endowments	false	TempOrPermanentEndowmentsInd
Report Land Building Equipment	false	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	Yes (true)	IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt	Yes (true)	IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt	false	ConsolidatedAuditFinclStmtInd
School Operating	false	SchoolOperatingInd
Foreign Office	false	ForeignOfficeInd
Foreign Activities	false	ForeignActivitiesInd
More Than5000 K To Org	false	MoreThan5000KToOrgInd
More Than5000 K To Individuals	false	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	false	GrantsToIndividualsInd
Schedule J Required	false	ScheduleJRequiredInd
Tax Exempt Bonds	false	TaxExemptBondsInd
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 With Officer Ent	false	BusinessRlnWithOfficerEntInd
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	false	RelatedEntityInd
Related Organization Ctrl Ent	false	RelatedOrganizationCtrlEntInd
Activities Conducted Prtshp	false	ActivitiesConductedPrtshpInd
Schedule O Required	Yes (true)	ScheduleORequiredInd
IRP Document	5	IRPDocumentCnt
IRP Document W2 G	0	IRPDocumentW2GCnt
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
Indoor Tanning Services	false	IndoorTanningServicesInd
Info In Schedule O Part VI	Yes (X)	InfoInScheduleOPartVIInd
Governing Body Voting Members	11	GoverningBodyVotingMembersCnt
Independent Voting Member	11	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	Yes (true)	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
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	false	WhistleblowerPolicyInd
Document Retention Policy	Yes (true)	DocumentRetentionPolicyInd
Compensation Process CEO	false	CompensationProcessCEOInd
Compensation Process Other	false	CompensationProcessOtherInd
Investment In Joint Venture	false	InvestmentInJointVentureInd
Upon Request	Yes (X)	UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Field	Value	IRS element (for citing)
Person	THE ORGANIZATION	PersonNm
Phone	3122025892	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	633 N SAINT CLAIR STREET 21ST FLO	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 (12 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
Kevin Accola MD
President	5.0	0.0	Yes (X)	Yes (X)	$0	$0	$0
David R Jones MD
Council Chair	0.5	0.0	Yes (X)	Yes (X)	$0	$0	$0
Andrea J Carpenter MD
Past President	0.5	0.0	Yes (X)	Yes (X)	$0	$0	$0
Jeffrey Jacobs MD
President Elect	0.5	0.0	Yes (X)	Yes (X)	$0	$0	$0
Richard K Freeman MD
Vice President	0.5	0.0	Yes (X)	Yes (X)	$0	$0	$0
Daniel L Miller MD
Secretary/Treasurer	0.75	0.0	Yes (X)	Yes (X)	$0	$0	$0
Shanda H Blackmon MD
Secretary/Treasurer Elect	0.75	0.0	Yes (X)	Yes (X)	$0	$0	$0
Scott A LeMaire MD
Director of CME	1.0	0.0	Yes (X)		$0	$0	$0
John W Hammon MD
Historian	0.25	0.0	Yes (X)	Yes (X)	$0	$0	$0
Faisal G Bakaeen MD
Councilor	0.25	0.0	Yes (X)	Yes (X)	$0	$0	$0
Melanie A Edwards MD
Councilor	0.25	0.0	Yes (X)	Yes (X)	$0	$0	$0
M Blair Marshall MD
Councilor	0.25	0.0	Yes (X)	Yes (X)	$0	$0	$0

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	$0	TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org	$0	TotReportableCompRltdOrgAmt
Total Other Compensation	$0	TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K	0	IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed	false	FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K	false	TotalCompGreaterThan150KInd
Compensation From Other Srcs	false	CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp

Contractor Name ContractorName

Field	Value	IRS element (for citing)
Person	THE SOCIETY OF THORACIC SURGEONS	PersonNm

Contractor Address ContractorAddress

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	633 N ST CLAIR STREET 21ST FLOOR	AddressLine1Txt
City	CHICAGO	CityNm
State Abbreviation	IL	StateAbbreviationCd
ZIP	60611	ZIPCd

Field	Value	IRS element (for citing)
Services	MANAGEMENT	ServicesDesc
Compensation	$151,050	CompensationAmt

Field	Value	IRS element (for citing)
Cntrct Rcvd Greater Than100 K	2	CntrctRcvdGreaterThan100KCnt
Total Contributions	$0	TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (4 entries)

DescDesc	BusinessBusinessCd	Total Revenue ColumnTotalRevenueColumnAmt	Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
ANNUAL MTG/EXHIBITS/SPONSORSHIPS	900099	$398,316	$398,316
MEMBERSHIP DUES	900099	$184,750	$184,750
INITIATION FEES	900099	$3,325	$3,325
ANNALS SUBSCRIPTIONS	900099	$2,295	$2,295

Field	Value	IRS element (for citing)
Total Program Service Revenue	$588,686	TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$52,996	TotalRevenueColumnAmt
Exclusion	$52,996	ExclusionAmt

Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$0	TotalRevenueColumnAmt

Royalties Revenue RoyaltiesRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$0	TotalRevenueColumnAmt

Rental Income Or Loss RentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Real	$0	RealAmt
Personal	$0	PersonalAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$0	TotalRevenueColumnAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

Field	Value	IRS element (for citing)
Securities	$151,627	SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

Field	Value	IRS element (for citing)
Securities	$166,085	SecuritiesAmt

Gain Or Loss GainOrLossGrp

Field	Value	IRS element (for citing)
Securities	-$14,458	SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	-$14,458	TotalRevenueColumnAmt
Exclusion	-$14,458	ExclusionAmt

Field	Value	IRS element (for citing)
Fundraising Gross Income	$0	FundraisingGrossIncomeAmt
Fundraising Direct Expenses	$0	FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$0	TotalRevenueColumnAmt

Field	Value	IRS element (for citing)
Gaming Gross Income	$0	GamingGrossIncomeAmt
Gaming Direct Expenses	$0	GamingDirectExpensesAmt

Net Income From Gaming NetIncomeFromGamingGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$0	TotalRevenueColumnAmt

Field	Value	IRS element (for citing)
Gross Sales Of Inventory	$0	GrossSalesOfInventoryAmt
Cost Of Goods Sold	$0	CostOfGoodsSoldAmt

Net Income Or Loss NetIncomeOrLossGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$0	TotalRevenueColumnAmt

Field	Value	IRS element (for citing)
Other Revenue Total	$0	OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$627,224	TotalRevenueColumnAmt
Related Or Exempt Func Income	$588,686	RelatedOrExemptFuncIncomeAmt
Exclusion	$38,538	ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

Field	Value	IRS element (for citing)
Total	$60,000	TotalAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Foreign Grants ForeignGrantsGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Benefits To Members BenefitsToMembersGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Comp Disqual Persons CompDisqualPersonsGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Pension Plan Contributions PensionPlanContributionsGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Payroll Taxes PayrollTaxesGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Fees For Services Management FeesForServicesManagementGrp

Field	Value	IRS element (for citing)
Total	$151,050	TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Fees For Services Accounting FeesForServicesAccountingGrp

Field	Value	IRS element (for citing)
Total	$8,400	TotalAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

Field	Value	IRS element (for citing)
Total	$13,878	TotalAmt

Fees For Services Other FeesForServicesOtherGrp

Field	Value	IRS element (for citing)
Total	$18	TotalAmt

Advertising AdvertisingGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Office Expenses OfficeExpensesGrp

Field	Value	IRS element (for citing)
Total	$66,041	TotalAmt

Information Technology InformationTechnologyGrp

Field	Value	IRS element (for citing)
Total	$5,062	TotalAmt

Royalties RoyaltiesGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Occupancy OccupancyGrp

Field	Value	IRS element (for citing)
Total	$1,874	TotalAmt

Travel TravelGrp

Field	Value	IRS element (for citing)
Total	$25,871	TotalAmt

Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Conferences Meetings ConferencesMeetingsGrp

Field	Value	IRS element (for citing)
Total	$274,403	TotalAmt

Interest InterestGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Payments To Affiliates PaymentsToAffiliatesGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Depreciation Depletion DepreciationDepletionGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Insurance InsuranceGrp

Field	Value	IRS element (for citing)
Total	$7,177	TotalAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDesc	TotalTotalAmt
ACCME ANNUAL ACCRED FEE	$11,200
BROOKS SCHOLARSHIP EXPENSE	$5,181
MISCELLANEOUS	$3,525
Other - less than 5% of total	$0

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$633,680	TotalAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

Field	Value	IRS element (for citing)
BOY	$735,894	BOYAmt
EOY	$755,602	EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

Field	Value	IRS element (for citing)
BOY	$38,253	BOYAmt
EOY	$44,121	EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Accounts Receivable AccountsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$40,304	BOYAmt
EOY	$18,493	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

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

Field	Value	IRS element (for citing)
BOY	$6,261	BOYAmt
EOY	$6,074	EOYAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

Field	Value	IRS element (for citing)
BOY	$1,530,865	BOYAmt
EOY	$1,724,806	EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Intangible Assets IntangibleAssetsGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

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	$2,351,577	BOYAmt
EOY	$2,549,096	EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

Field	Value	IRS element (for citing)
BOY	$27,919	BOYAmt
EOY	$62,021	EOYAmt

Grants Payable GrantsPayableGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Deferred Revenue DeferredRevenueGrp

Field	Value	IRS element (for citing)
BOY	$550	BOYAmt
EOY	$275	EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Escrow Account Liability EscrowAccountLiabilityGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Loans From Officers Directors LoansFromOfficersDirectorsGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp

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	$28,469	BOYAmt
EOY	$62,296	EOYAmt

Field	Value	IRS element (for citing)
Organization Follows SFAS117	Yes (X)	OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$2,281,701	BOYAmt
EOY	$2,440,474	EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$41,407	BOYAmt
EOY	$46,326	EOYAmt

Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$2,323,108	BOYAmt
EOY	$2,486,800	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$2,351,577	BOYAmt
EOY	$2,549,096	EOYAmt

Field	Value	IRS element (for citing)
Reconcilation Revenue Expnss	-$6,456	ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst	$170,148	NetUnrlzdGainsLossesInvstAmt
Method Of Accounting Accrual	Yes (X)	MethodOfAccountingAccrualInd
Accountant Compile Or Review	false	AccountantCompileOrReviewInd
FS Audited	Yes (true)	FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

Field	Value	IRS element (for citing)
Separate Basis Fincl Stmt	Yes (X)	SeparateBasisFinclStmtInd

Field	Value	IRS element (for citing)
Audit Committee	Yes (true)	AuditCommitteeInd
Federal Grant Audit Required	false	FederalGrantAuditRequiredInd

Schedule C IRS990ScheduleC

Field	Value	IRS element (for citing)
Total Grassroots Lobbying		TotalGrassrootsLobbyingGrp
Total Direct Lobbying		TotalDirectLobbyingGrp
Total Lobbying Expend		TotalLobbyingExpendGrp
Other Exempt Purpose Expend		OtherExemptPurposeExpendGrp
Total Exempt Purpose Expend		TotalExemptPurposeExpendGrp
Lobbying Nontaxable Amount		LobbyingNontaxableAmountGrp
Grassroots Nontaxable		GrassrootsNontaxableGrp
Tot Lbbyng Grassroot Mns Non Tx		TotLbbyngGrassrootMnsNonTxGrp
Tot Lbby Expend Mns Lbbyng Non Tx		TotLbbyExpendMnsLbbyngNonTxGrp
Substantially All Dues Nonded	false	SubstantiallyAllDuesNondedInd
Only In House Lobbying	Yes (true)	OnlyInHouseLobbyingInd
Agree Carryover Prior Year	false	AgreeCarryoverPriorYearInd

Schedule D IRS990ScheduleD

Field	Value	IRS element (for citing)
Art Public Exhibition Amounts		ArtPublicExhibitionAmountsGrp
Held Works Art		HeldWorksArtGrp
CY Minus3 Yr Endwmt Fund		CYMinus3YrEndwmtFundGrp
CY Minus4 Yr Endwmt Fund		CYMinus4YrEndwmtFundGrp
Land		LandGrp
Buildings		BuildingsGrp
Leasehold Improvements		LeaseholdImprovementsGrp
Equipment		EquipmentGrp
Other Land Buildings		OtherLandBuildingsGrp
Federal Income Tax Liability	$0	FederalIncomeTaxLiabilityAmt
Total Liability	$0	TotalLiabilityAmt
Total Rev Etc Audited Fincl Stmt	$783,494	TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst	$170,148	NetUnrealizedGainsInvstAmt
Revenue Not Reported	$170,148	RevenueNotReportedAmt
Revenue Subtotal	$613,346	RevenueSubtotalAmt
Investment Expenses Not Incld	$13,878	InvestmentExpensesNotIncldAmt
Revenue Not Reported Fincl Stmt	$13,878	RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990	$627,224	TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt	$619,802	TotExpnsEtcAuditedFinclStmtAmt
Expenses Subtotal	$619,802	ExpensesSubtotalAmt
Investment Expenses Not Incld2	$13,878	InvestmentExpensesNotIncld2Amt
Expenses Not Rpt Fincl Stmt	$13,878	ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990	$633,680	TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	Part X, Line 2	FormAndLineReferenceDesc
Explanation	The Association qualifies as an exempt organization under Section 501(c)(6) of the Internal Revenue Code. The Association recognizes the financial statement impact of a tax position when it is more likely than not that the position will be sustained upon examination. The Association is no longer subject to U.S. federal, state and local income tax examinations by tax authorities for the years before the 2014 tax year.	ExplanationTxt

Schedule I IRS990ScheduleI

Field	Value	IRS element (for citing)
Grant Records Maintained	Yes (true)	GrantRecordsMaintainedInd

Recipient Table RecipientTable

Recipient Business Name RecipientBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	Thoracic Surgical Foundation	BusinessNameLine1Txt

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	633 North St Clair Floor 23	AddressLine1Txt
City	Chicago	CityNm
State Abbreviation	IL	StateAbbreviationCd
ZIP	60611	ZIPCd

Field	Value	IRS element (for citing)
Recipient EIN	363635910	RecipientEIN
IRC Section	501(C)(3)	IRCSectionDesc
Cash Grant	$60,000	CashGrantAmt
Purpose Of Grant	Research	PurposeOfGrantTxt

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	Part I, Line 2	FormAndLineReferenceDesc
Explanation	THE TSF RESEARCH COMMITTEE CONSIDERS RESEARCH PROPOSALS SUBMITTED FOR THIS AWARD AND MAKES A RECOMMENDATION TO THE TSF BOARD OF DIRECTORS; FINAL APPROVAL OF THE RECIPIENT IS MADE BY THE TSF BOARD OF DIRECTORS.	ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (8 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 3	PER A MANAGEMENT AGREEMENT BETWEEN BOTH PARTIES, STSA HAS RETAINED THE SOCIETY OF THORACIC SURGEONS STS TO PROVIDE ADMINISTRATIVE MANAGEMENT SERVICES AND TO PERFORM SUCH OTHER DUTIES AND SERVICES AS MAY BE ENTRUSTED TO STS BY STSA IN ACCORDANCE WITH STSA'S BYLAWS, ARTICLES OF INCORPORATION, RULES AND REGULATIONS AND BUDGET. THE STS OFFICE SERVES AS THE HEADQUARTERS FOR STSA. THE EMPLOYEES OF STS PROVIDE THESE SERVICES AND TOTAL FEES PAID TO STS ARE $151,050.
FORM 990, PART VI, SECTION A, LINE 4	THE FOLLOWING AMENDMENT WAS ADDED TO THE BYLAWS: SECTION 8: FINANCE COMMITTEE. THE FINANCE COMMITTEE SHALL CONSIST OF THE PRESIDENT-ELECT, PRESIDENT, SECRETARY/TREASURER, PAST-PRESIDENT AND THREE (3) MEMBERS APPOINTED BY THE COUNCIL. THE CHAIR WILL BE APPOINTED BY THE EXECUTIVE COMMITTEE AND WILL NOT BE A CURRENT MEMBER OF THAT COMMITTEE. EACH APPOINTED MEMBER SHALL SERVE FOR A THREE-YEAR TERM, BEGINNING AT THE TIME OF APPOINTMENT; PROVIDED THAT THE TERMS OF THE MEMBERS APPOINTED BY THE COUNCIL EFFECTIVE JANUARY 2018 SHALL BE STAGGERED IN SUCH A MANNER THAT THE INITIAL TERM OF ONE-THIRD OF THE APPOINTED MEMBERS WILL END AT THE CONCLUSION OF THE 2018 STSA ANNUAL MEETING; THAT THE INITIAL TERM OF ONE-THIRD OF THE APPOINTED MEMBERS WILL END AT THE CONCLUSION OF THE 2019 STSA ANNUAL MEETING; THAT THE INITIAL TERM OF ONE-THIRD OF THE APPOINTED MEMBERS TERM END AT THE CONCLUSION OF THE 2020 STSA ANNUAL MEETING. EACH APPOINTED MEMBER MAY SERVE A MAXIMUM OF TWO FULL THREE-YEAR TERMS. THE COMMITTEE SHALL BE RESPONSIBLE FOR THE FINANCIAL OVERSIGHT OF THE ASSOCIATION ENSURING ITS LONG TERM FINANCIAL VIABILITY IN ACCORDANCE WITH THE STRATEGIC PLAN ESTABLISHED BY THE COUNCIL.
FORM 990, PART VI, SECTION A, LINE 6	THE ASSOCIATION HAS MEMBERS. THERE ARE SIX (6) CATEGORIES OF MEMBERS: ACTIVE, SENIOR, CANDIDATE, PRE-CANDIDATE, ASSOCIATE, AND HONORARY MEMBER. MEMBERS SHALL BE INDIVIDUALS WHO SUPPORT THE PURPOSE OF THE ASSOCIATION AND WHO AGREE TO COMPLY WITH THE ASSOCIATION?S RULES AND REGULATIONS. ACTIVE AND SENIOR MEMBERS SHALL BE ENTITLED TO HOLD OFFICE AND SHALL HAVE VOTING PRIVILEGES. ACTIVE AND SENIOR MEMBERS MUST BE BOARD CERTIFIED BY THE AMERICAN BOARD OF THORACIC SURGERY OR ITS FOREIGN EQUIVALENT. ASSOCIATE MEMBERS INCLUDE SUPPORT STAFF FOR PRACTICING CARDIOTHORACIC SURGEONS INCLUDING, BUT NOT LIMITED TO, NURSES, NURSE PRACTITIONERS, PERFUSIONISTS, PHYSICIAN ASSISTANTS, AND RESEARCH STAFF. HONORARY MEMBERSHIP CAN BE BESTOWED UPON A WORTHY RECIPIENT UPON RECOMMENDATION OF THE COUNCIL AND RATIFICATION BY A TWO-THIRDS MAJORITY OF THE VOTES AT THE ANNUAL MEETING. HONORARY MEMBERS ARE WELCOMED AT ALL SCIENTIFIC AND BUSINESS MEETINGS OF THE ASSOCIATION, BUT HAVE NO OBLIGATIONS OR RESPONSIBILITIES IN THE ORGANIZATION. CANDIDATE MEMBERS MUST BE MATCHED OR ENROLLED IN A THORACIC SURGERY EDUCATIONAL PROGRAM ACCREDITED BY THE RESIDENCY REVIEW COMMITTEE FOR THORACIC SURGERY UNDER THE AUTHORITY OF THE ACCREDITATION COUNCIL FOR GRADUATE MEDICAL EDUCATION THAT IS WITHIN THE STSA REGION PROVIDED FOR IN THE BYLAWS TO BE CLASSIFIED AS A CANDIDATE MEMBER. PRE-CANDIDATE MEMBERS MAY APPLY FOR MEMBERSHIP BY EXPRESSING A DESIRE TO ENTER THE FIELD OF CARDIOTHORACIC SURGERY. PRE-CANDIDATE MEMBERS MAY TRANSFER TO CANDIDATE MEMBER STATUS ONCE THEY HAVE MATCHED OR ENROLLED IN A THORACIC SURGERY EDUCATIONAL PROGRAM ACCREDITED BY THE RESIDENCY REVIEW COMMITTEE FOR THORACIC SURGERY UNDER THE AUTHORITY OF THE ACCREDITATION COUNCIL FOR GRADUATE MEDICAL EDUCATION THAT IS WITHIN THE STSA REGION.
FORM 990, PART VI, SECTION A, LINE 7A	MEMBERS PARTICIPATE IN THE ELECTION OF OFFICERS.
FORM 990, PART VI, SECTION A, LINE 7B	THE MEMBERS CAN VOTE ON BYLAW CHANGES, APPROVE NEW MEMBERS AND THE SLATE OF NOMINATIONS FOR OFFICERS.
FORM 990, PART VI, SECTION B, LINE 11B	THE ORGANIZATION RETAINED THE SERVICES OF AN INDEPENDENT CPA FIRM TO PREPARE ITS FORM 990. MANAGEMENT THEN REVIEWED THE COMPLETED FORM 990 AND PROVIDED A FULL COPY TO ALL VOTING MEMBERS OF THE ORGANIZATION'S BOARD OF DIRECTORS (IE, THE GOVERNING BODY). THE VOTING MEMBERS OF THE GOVERNING BODY WERE GIVEN A REASONABLE AMOUNT OF TIME TO REVIEW THE RETURN AND ASK ANY QUESTIONS DIRECTLY TO MANAGEMENT OR CORPORATE OFFICERS.
FORM 990, PART VI, SECTION B, LINE 12C	OFFICERS, DIRECTORS, AND OTHERS ARE ANNUALLY REQUIRED TO COMPLETE A CONFLICT OF INTEREST DISCLOSURE STATEMENT AS A REQUIREMENT OF SERVICE. THE STATEMENT ON STSA DISCLOSURE POLICY AND GUIDELINES REGARDING CONFLICTS OF INTEREST IS READ AT THE BEGINNING OF EVERY BOARD OF DIRECTORS, COMMITTEE, COUNCIL OPERATING BOARD, AND WORKFORCE MEETING. IF A CONFLICT OF INTEREST OR THE APPEARANCE OF A CONFLICT OF INTEREST EXISTS, THE PERSON WITH SUCH A CONFLICT MUST DISCLOSE THE RELATIONSHIP AND REFRAIN FROM VOTING ON THE MATTER. IF THE NATURE OF THE RELATIONSHIP SUGGESTS THAT HIS OR HER PRESENCE MAY BE DETRIMENTAL TO THE DISCUSSION, HE OR SHE MUST EXIT THE MEETING. THE MEETING CHAIR MAKES THE FINAL DETERMINATIONS TO THE APPROPRIATE ACTION.
FORM 990, PART VI, SECTION C, LINE 19	AVAILABLE UPON REQUEST