INTERNATIONAL SOCIETY FOR MINIMALLY INVASIVE CARDIAC SURGERY: Form 990, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
INTERNATIONAL SOCIETY FOR MINIMALLY INVASIVE CARDIAC SURGERY (EIN 41-1889746)
Tax period
2024-01-01 to 2024-12-31
Filed
2025-11-17
IRS object ID
202523219349314147
Schema version
2024v5.2
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)
Return2025-11-17T14:00:55-06:00ReturnTs
Tax Period End2024-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1GRASSI & CO CPA'S PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line16 OMNI WAY SUITE 201AddressLine1Txt
CityCHELMSFORDCityNm
State AbbreviationMAStateAbbreviationCd
ZIP01824ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2024-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN411889746EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1INTERNATIONAL SOCIETY FOR MINIMALLYBusinessNameLine1Txt
Business Name Line2INVASIVE CARDIOTHORACIC SURGERYBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlINTEBusinessNameControlTxt
Phone9789278330PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1500 CUMMINGS CENTER SUITE 4400AddressLine1Txt
CityBEVERLYCityNm
State AbbreviationMAStateAbbreviationCd
ZIP01915ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonABBAS ABBAS MDPersonNm
Person TitleTREASURERPersonTitleTxt
Phone9789278330PhoneNum
Signature2025-11-13SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (1)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonBRENDAN E TOOLINPreparerPersonNm
PTINP01323447PTIN
Phone9784522500PhoneNum
Preparation2025-11-09PreparationDt
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerHUSAM H BALKHY MDPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1500 CUMMINGS CENTER SUITE 4400AddressLine1Txt
CityBEVERLYCityNm
State AbbreviationMAStateAbbreviationCd
ZIP01915ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$1,119,315GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.ISMICS.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1998FormationYr
Legal Domicile StateMNLegalDomicileStateCd
Activity Or MissionTO ENGAGE IN, ASSIST, AND CONTRIBUTE TO THE SUPPORT OF EXCLUSIVELY SCIENTIFIC EDUCATIONAL OR CHARITABLE ACTIVITIES AND PROJECTS.ActivityOrMissionDesc
Voting Members Governing Body20VotingMembersGoverningBodyCnt
Voting Members Independent20VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers78TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$330,008PYContributionsGrantsAmt
CY Contributions Grants$394,920CYContributionsGrantsAmt
PY Program Service Revenue$543,517PYProgramServiceRevenueAmt
CY Program Service Revenue$625,567CYProgramServiceRevenueAmt
PY Investment Income$33,060PYInvestmentIncomeAmt
CY Investment Income$20,163CYInvestmentIncomeAmt
PY Other Revenue$75,263PYOtherRevenueAmt
CY Other Revenue$74,518CYOtherRevenueAmt
PY Total Revenue$981,848PYTotalRevenueAmt
CY Total Revenue$1,115,168CYTotalRevenueAmt
PY Grants And Similar Paid$32,983PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$29,908CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$30,000PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$50,000CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$56,727CYTotalFundraisingExpenseAmt
PY Other Expenses$888,638PYOtherExpensesAmt
CY Other Expenses$956,537CYOtherExpensesAmt
PY Total Expenses$951,621PYTotalExpensesAmt
CY Total Expenses$1,036,445CYTotalExpensesAmt
PY Revenues Less Expenses$30,227PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$78,723CYRevenuesLessExpensesAmt
Total Assets BOY$755,731TotalAssetsBOYAmt
Total Assets EOY$865,624TotalAssetsEOYAmt
Total Liabilities BOY$116,443TotalLiabilitiesBOYAmt
Total Liabilities EOY$105,938TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$639,288NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$759,686NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionTO ENGAGE IN, ASSIST, AND CONTRIBUTE TO THE SUPPORT OF EXCLUSIVELY SCIENTIFIC, EDUCATIONAL, OR CHARITABLE ACTIVITIES AND PROJECTS.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$538,501ExpenseAmt
Grant$7,033GrantAmt
Revenue$469,977RevenueAmt
DescMEETINGS - TO PROVIDE A FORUM FOR DEVELOPMENT OF THE MEDICAL SUBSPECIALTY OF MINIMALLY INVASIVE CARDIOTHORACIC AND CARDIOVASCULAR SURGERY.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$151,718ExpenseAmt
Revenue$31,630RevenueAmt
DescPUBLICATIONS - TO PROVIDE AN AUDIENCE FOR THE SCIENTIFIC EVALUATION OF NEW AND INNOVATIVE MINIMALLY INVASIVE SURGICAL TECHNIQUES AND TECHNOLOGY.Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$38,940ExpenseAmt
DescCOMMITTEES - THE SOCIETY ASSEMBLES COMMITTEES TO HELP ORGANIZE AND OPERATE VARIOUS FUNCTIONS OF THE SOCIETY.Desc

Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp

FieldValueIRS element (for citing)
Expense$22,875ExpenseAmt
Grant$22,875GrantAmt
DescGRANTS AND CONTRIBUTIONS - SUBRAMANIAN AWARD, GRUNDEMAN AWARD, AND CHITWOOD AWARD.Desc
FieldValueIRS element (for citing)
Total Other Prog Srvc Expense$22,875TotalOtherProgSrvcExpenseAmt
Total Other Prog Srvc Grant$22,875TotalOtherProgSrvcGrantAmt
Total Program Service Expenses$752,034TotalProgramServiceExpensesAmt
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
Donor Rstr Or Quasi Endowments0DonorRstrOrQuasiEndowmentsInd
Report Land Building Equipment0ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other Liabilities0ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt0IndependentAuditFinclStmtInd
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 Organizations0GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
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 With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related Entity0RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document1IRPDocumentCnt
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 Members20GoverningBodyVotingMembersCnt
Independent Voting Member20IndependentVotingMemberCnt
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
States Where Copy Of Return Is FldMAStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1PRRIBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone9789278330PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1500 CUMMINGS CENTER SUITE 4400AddressLine1Txt
CityBEVERLYCityNm
State AbbreviationMAStateAbbreviationCd
ZIP01915ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (36 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
HUSAM H BALKHY MD
PRESIDENT/PRESIDENT-ELECT2.00Yes (X)Yes (X)$0$0$0
GRY DAHLE MD PHD
PRESIDENT-ELECT/VICE PRESIDENT2.00Yes (X)Yes (X)$0$0$0
NIRAV C PATEL MD
VICE PRESIDENT/TREASURER2.00Yes (X)Yes (X)$0$0$0
JOERG KEMPFERT MD
SECRETARY2.00Yes (X)Yes (X)$0$0$0
ABBAS E ABBAS MD
TREASURER/TREASURER-ELECT2.00Yes (X)Yes (X)$0$0$0
NIV AD MD
EDITOR2.00Yes (X)$50,000$0$0
NIKOLAS BONAROS MD
PAST PRESIDENT/PRESIDENT2.00Yes (X)Yes (X)$0$0$0
VINOD H THOURANI MD
PAST PRESIDENT2.00Yes (X)Yes (X)$0$0$0
SABINE BLEIZIFFER MD
DIRECTOR-EUROPE2.00Yes (X)$0$0$0
JOSEPH ZACHARIAS MD
DIRECTOR-EUROPE2.00Yes (X)$0$0$0
PAYMEN SADARI NIA MD PHD
DIRECTOR-EUROPE2.00Yes (X)$0$0$0
ERIC J LEHR MD PHD
DIRECTOR-NORTH AMERICA2.00Yes (X)$0$0$0
MARC RUEL MD PHD
DIRECTOR-NORTH AMERICA2.00Yes (X)$0$0$0
DANNY RAMZY MD
DIRECTOR-NORTH AMERICA2.00Yes (X)$0$0$0
KEITA KIKUCHI MD PHD
DIRECTOR-WORLD2.00Yes (X)$0$0$0
ROBINSON POFFO MD
DIRECTOR-WORLD2.00Yes (X)$0$0$0
SATHYAKI NAMBALA M CH
DIRECTOR-WORLD2.00Yes (X)$0$0$0
JENS C RUECKERT MD
DIRECTOR-EUROPE (THORACIC)2.00Yes (X)$0$0$0
SHARON BEN-OR MD
DIR-NORTH AMERICA (THORACIC)2.00Yes (X)$0$0$0
LANA SCHUMACHER MD
DIRECTOR-WORLD (THORACIC)2.00Yes (X)$0$0$0
JORGE M CATRIP TORRES MD
AT-LARGE DIRECTOR2.00Yes (X)$0$0$0
STEPAN CERNY MD PHD
AT-LARGE DIRECTOR2.00Yes (X)$0$0$0
MONICA GIANOLI MD
AT-LARGE EUROPE2.00Yes (X)$0$0$0
SAHIN SENAY PROF
CARDIAC PROGRAM CO-CHAIR2.00Yes (X)$0$0$0
SARAH NISIVACO MD
CARDIAC PROGRAM RES REP2.00Yes (X)$0$0$0
ANEEZ AHMED MD
THORACIC CO-CHAIR2.00Yes (X)$0$0$0
FAIZ BHORA MD
THORACIC CO-CHAIR2.00Yes (X)$0$0$0
ALPER TOKER
THORACIC CO-CHAIR2.00Yes (X)$0$0$0
JOHANNES BODNER
THORACIC CO-CHAIR (6/24)2.00Yes (X)$0$0$0
ROBERT CERFOLIO MD MBA
THORACIC CO-CHAIR (6/24)2.00Yes (X)$0$0$0
WING HUNG LAU
THORACIC CO-CHAIR (6/24)2.00Yes (X)$0$0$0
ANTONIO SIDERIS
THORACIC CO-CHAIR (6/24)2.00Yes (X)$0$0$0
ANTONIOS PITSIS PHD
CARDIAC CO-CHAIR (6/24)2.00Yes (X)$0$0$0
ANDREA AMABILE
CARDIAC CO-CHAIR (6/24)2.00Yes (X)$0$0$0
TOM C NGUYEN MD
DIR-NORTH AMERICA (6/24)2.00Yes (X)$0$0$0
BRIAN MITZMAN
DIR-THORACIC (6/24)2.00Yes (X)$0$0$0
FieldValueIRS element (for citing)
Total Reportable Comp From Org$50,000TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$0TotalOtherCompensationAmt
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 CTR SUITE 4400AddressLine1Txt
CityBEVERLYCityNm
State AbbreviationMAStateAbbreviationCd
ZIP01915ZIPCd
FieldValueIRS element (for citing)
ServicesMANAGEMENT SERVServicesDesc
Compensation$303,926CompensationAmt
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K1CntrctRcvdGreaterThan100KCnt
All Other Contributions$394,920AllOtherContributionsAmt
Total Contributions$394,920TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (3 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
ANNUAL MEETING900099$469,977$469,977
MEMBERSHIP DUES900099$123,960$123,960
SUBSCRIPTIONS511120$31,630$31,630
FieldValueIRS element (for citing)
Total Program Service Revenue$625,567TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$16,610TotalRevenueColumnAmt
Exclusion$16,610ExclusionAmt

Royalties Revenue RoyaltiesRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$74,518TotalRevenueColumnAmt
Exclusion$74,518ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$7,700SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$4,147SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$3,553SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$3,553TotalRevenueColumnAmt
Exclusion$3,553ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,115,168TotalRevenueColumnAmt
Related Or Exempt Func Income$625,567RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$94,681ExclusionAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$1,500TotalAmt
Program Services$1,500ProgramServicesAmt

Foreign Grants ForeignGrantsGrp

FieldValueIRS element (for citing)
Total$28,408TotalAmt
Program Services$28,408ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$50,000TotalAmt
Program Services$50,000ProgramServicesAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$150,021TotalAmt
Management And General$150,021ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$29,236TotalAmt
Management And General$29,236ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$3,686TotalAmt
Management And General$3,686ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$28,433TotalAmt
Management And General$28,433ManagementAndGeneralAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$1,050TotalAmt
Management And General$1,050ManagementAndGeneralAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$531,468TotalAmt
Program Services$531,468ProgramServicesAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$2,049TotalAmt
Management And General$2,049ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtFundraisingFundraisingAmtManagement And GeneralManagementAndGeneralAmt
PRINTING & PUBLICATIONS$101,718$101,718
DEVELOPMENT$56,727$56,727
COMMITTEES$38,940$38,940
HOMEPAGE$13,209$13,209

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$1,036,445TotalAmt
Program Services$752,034ProgramServicesAmt
Management And General$227,684ManagementAndGeneralAmt
Fundraising$56,727FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$58,938BOYAmt
EOY$114,824EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$2,507BOYAmt
EOY$2,508EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
EOY$20,000EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$17,713BOYAmt
EOY$11,244EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$105,759BOYAmt
EOY$88,083EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$570,814BOYAmt
EOY$628,965EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$755,731BOYAmt
EOY$865,624EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$49,538BOYAmt
EOY$48,560EOYAmt

Grants Payable GrantsPayableGrp

FieldValueIRS element (for citing)
BOY$5,000BOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$61,905BOYAmt
EOY$57,378EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$116,443BOYAmt
EOY$105,938EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$572,482BOYAmt
EOY$655,691EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$66,806BOYAmt
EOY$103,995EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$639,288BOYAmt
EOY$759,686EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$755,731BOYAmt
EOY$865,624EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$78,723ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$41,675NetUnrlzdGainsLossesInvstAmt
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 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$48,950CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$278,412CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$270,346CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$330,008CurrentTaxYearMinus1YearAmt
Current Tax Year$394,920CurrentTaxYearAmt
Total$1,322,636TotalAmt

Gross Receipts Admissions GrossReceiptsAdmissionsGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$227,338CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$259,983CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$489,090CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$543,517CurrentTaxYearMinus1YearAmt
Current Tax Year$625,567CurrentTaxYearAmt
Total$2,145,495TotalAmt

Total509 Total509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$276,288CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$538,395CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$759,436CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$873,525CurrentTaxYearMinus1YearAmt
Current Tax Year$1,020,487CurrentTaxYearAmt
Total$3,468,131TotalAmt

Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Substantial Contributors Amt SubstantialContributorsAmtGrp

FieldValueIRS element (for citing)
Current Tax Year Minus3 Years$1,473CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,609CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,098CurrentTaxYearMinus1YearAmt
Total$4,180TotalAmt

Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp

FieldValueIRS element (for citing)
Current Tax Year Minus3 Years$1,473CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,609CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,098CurrentTaxYearMinus1YearAmt
Total$4,180TotalAmt
FieldValueIRS element (for citing)
Public Support Total509$3,463,951PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$38,734CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$64,284CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$79,689CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$89,872CurrentTaxYearMinus1YearAmt
Current Tax Year$91,128CurrentTaxYearAmt
Total$363,707TotalAmt

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$38,734CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$64,284CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$79,689CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$89,872CurrentTaxYearMinus1YearAmt
Current Tax Year$91,128CurrentTaxYearAmt
Total$363,707TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$315,022CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$602,679CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$839,125CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$963,397CurrentTaxYearMinus1YearAmt
Current Tax Year$1,111,615CurrentTaxYearAmt
Total$3,831,838TotalAmt
FieldValueIRS element (for citing)
Public Support CY5090.90400PublicSupportCY509Pct
Public Support PY5090.91440PublicSupportPY509Pct
Investment Income CY0.09490InvestmentIncomeCYPct
Investment Income PY0.08000InvestmentIncomePYPct
Thirty Thr Pct Suprt Tests CY509Yes (X)ThirtyThrPctSuprtTestsCY509Ind

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 D IRS990ScheduleD

FieldValueIRS element (for citing)
Total Book Value Land Buildings$0TotalBookValueLandBuildingsAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$1,153,157TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$41,675NetUnrealizedGainsInvstAmt
Revenue Not Reported$41,675RevenueNotReportedAmt
Revenue Subtotal$1,111,482RevenueSubtotalAmt
Investment Expenses Not Incld$3,686InvestmentExpensesNotIncldAmt
Revenue Not Reported Fincl Stmt$3,686RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$1,115,168TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$1,032,759TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$1,032,759ExpensesSubtotalAmt
Investment Expenses Not Incld2$3,686InvestmentExpensesNotIncld2Amt
Expenses Not Rpt Fincl Stmt$3,686ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$1,036,445TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART X, LINE 2:FormAndLineReferenceDesc
ExplanationASC 740-10, "ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES" REQUIRES THE SOCIETY TO EVALUATE AND DISCLOSE TAX POSITIONS THAT COULD HAVE AN EFFECT ON THE SOCIETY'S FINANCIAL STATEMENTS. THE SOCIETY REPORTS ITS ACTIVITIES TO THE INTERNAL REVENUE SERVICE AND TO THE COMMONWEALTH OF MASSACHUSETTS ON AN ANNUAL BASIS. THESE INFORMATIONAL RETURNS ARE GENERALLY SUBJECT TO AUDIT FOR A PERIOD OF THREE YEARS AFTER FILING. SUBSTANTIALLY ALL THE SOCIETY'S INCOME, EXPENDITURES AND ACTIVITIES RELATE TO ITS EXEMPT PURPOSE, THEREFORE, MANAGEMENT HAS DETERMINED THAT THE SOCIETY IS NOT SUBJECT TO 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 (4 entries)

RegionRegionTxtOfficesOfficesCntEmployeeEmployeeCntType Of Activities ConductedTypeOfActivitiesConductedTxtRegion Total ExpendituresRegionTotalExpendituresAmt
EUROPE (INCLUDING ICELAND & GREENLAND)00GRANTS TO RECIPIENTS$21,872
EAST ASIA AND THE PACIFIC00GRANTS TO RECIPIENTS$3,440
RUSSIA AND NEIGHBORING STATES00GRANTS TO RECEIPIENTS$1,552
SOUTH ASIA00GRANTS TO RECEIPIENTS$1,544
FieldValueIRS element (for citing)
Subtotal Offices0SubtotalOfficesCnt
Subtotal Employees0SubtotalEmployeesCnt
Continuation Total Office0ContinuationTotalOfficeCnt
Continuation Total Employee0ContinuationTotalEmployeeCnt
Total Office0TotalOfficeCnt
Total Employee0TotalEmployeeCnt
Subtotal Spent$28,408SubtotalSpentAmt
Continuation Spent$0ContinuationSpentAmt
Total Spent$28,408TotalSpentAmt

Foreign Individuals Grants ForeignIndividualsGrantsGrp (8 entries)

Type Of AssistanceTypeOfAssistanceTxtRegionRegionTxtRecipientRecipientCntCash GrantCashGrantAmtManner Of Cash DisbursementMannerOfCashDisbursementTxt
EDWARDS MICS AWARDSEUROPE (INCLUDING ICELAND & GREENLAND)6$8,518CHECK
SUBRAMANIAN AWARDEUROPE (INCLUDING ICELAND & GREENLAND)1$8,321CHECK
BEST MODERATED POSTEREUROPE (INCLUDING ICELAND & GREENLAND)9$4,033CHECK
SUBRAMANIAN AWARDEAST ASIA AND THE PACIFIC1$2,940CHECK
EDWARDS MICS AWARDSRUSSIA AND NEIGHBORING STATES1$1,552CHECK
EDWARDS MICS AWARDSSOUTH ASIA1$1,544CHECK
BEST MANUSCRIPT AWARDEUROPE (INCLUDING ICELAND & GREENLAND)1$1,000CHECK
BEST MODERATED POSTEREAST ASIA AND THE PACIFIC1$500CHECK
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
ExplanationGRANTS AWARDED ARE COMPETITION BASED AND AWARDED TO RECOGNIZE EXCELLENCE IN PREPARATION OF MANUSCRIPTS AND PRESENTATION IN THE AREA OF CARDIOTHORACIC AND SARDIVASCULAR SURGERY.ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (7 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 3THE PROFESSIONAL RELATIONS AND RESEARCH INSTITUTE (PRRI) OF BEVERLY, MASSACHUSETTS, MAINTAINS THE BOOKS AND RECORDS OF THE SOCIETY AND PERFORMS OTHER RELATED MANAGERIAL AND ADMINISTRATIVE FUNCTIONS FOR WHICH IT IS COMPENSATED.
FORM 990, PART VI, SECTION A, LINE 6THE ORGANIZATION HAS EIGHT CLASSES OF MEMBERS: ACTIVE, SENIOR, INACTIVE, CANDIDATE, HONORARY, ALLIED HEALTH, RESIDENT/MEDICAL STUDENT, AND CORPORATE. ACTIVE MEMBERS HAVE VOTING RIGHTS.
FORM 990, PART VI, SECTION A, LINE 7AACTIVE MEMBERS HAVE THE RIGHT TO ELECT OFFICERS AND MEMBERS OF THE BOARD OF DIRECTORS.
FORM 990, PART VI, SECTION A, LINE 7BACTIVE MEMBERS HAVE THE RIGHT TO VOTE ON MATTERS ALLOWED UNDER THE LAW.
FORM 990, PART VI, SECTION B, LINE 11B990 IS REVIEWED BY THE ADMINISTRATIVE STAFF OF THE MANAGEMENT COMPANY (PRRI) 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 BOARD MEETING IN ORDER FOR THE ORGANIZATION 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 AT THE ADMINISTRATIVE OFFICES OF THE ORGANIZATION'S MANAGEMENT COMPANY (PRRI).

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