THE THORACIC SURGERY FOUNDATION: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- THE THORACIC SURGERY FOUNDATION (EIN 36-3635910)
- Tax period
- 2012-07-01 to 2013-06-30
- Filed
- 2014-02-12
- IRS object ID
- 201420439349301307
- Schema version
- 2012v2.1
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2014-02-12T12:11:09-06:00 | Timestamp |
| Tax Period End Date | 2013-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 381357951 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PLANTE & MORAN PLLC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10 S RIVERSIDE PLAZA 9TH FLOOR | AddressLine1 |
| City | CHICAGO | City |
| State | IL | State |
| ZIP Code | 60606 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2012-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 363635910 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE THORACIC SURGERY FOUNDATION FOR | BusinessNameLine1 |
| Business Name Line2 | RESEARCH AND EDUCATION | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | THOR | NameControl |
| Phone | 3122025837 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 633 N ST CLAIR 23RD FLOOR | AddressLine1 |
| City | CHICAGO | City |
| State | IL | State |
| ZIP Code | 60611 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | G ALEXANDER PATTERSONMD | Name |
| Title | PRESIDENT | Title |
| Phone | 3122025837 | Phone |
| Date Signed | 2014-02-11 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | KIMBERLY A HAUMANN | Name |
| PTIN | P00546491 | PTIN |
| Phone | 3122071040 | Phone |
| Date Prepared | 2014-02-11 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | G ALEXANDER PATTERSONMD | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 633 N ST CLAIR 23RD FLOOR | AddressLine1 |
| City | CHICAGO | City |
| State | IL | State |
| ZIP Code | 60611 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 694592 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.TSFRE.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1988 | YearFormation |
| State Legal Domicile | IL | StateLegalDomicile |
| Activity Or Mission Description | THE MISSION OF TSFRE IS TO FOSTER THE DEVELOPMENT OF SURGEON SCIENTISTS IN CARDIOTHORACIC SURGERY; INCREASING KNOWLEDGE AND INNOVATION TO BENEFIT PATIENT CARE. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 16 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 16 | NbrIndependentVotingMembers |
| Total Nbr Employees | 0 | TotalNbrEmployees |
| Total Nbr Volunteers | 21 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 1564174 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 253137 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 0 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 0 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 81236 | InvestmentIncomePriorYear |
| Investment Income Current Year | 71041 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 0 | OtherRevenuePriorYear |
| Other Revenue Current Year | 0 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 1645410 | TotalRevenuePriorYear |
| Total Revenue Current Year | 324178 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 537398 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 370000 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 0 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 0 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 5000 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 550 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 250818 | OtherExpensePriorYear |
| Other Expenses Current Year | 252033 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 793216 | TotalExpensesPriorYear |
| Total Expenses Current Year | 622033 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 852194 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -297855 | RevenuesLessExpensesCY |
| Total Assets BOY | 3175162 | TotalAssetsBOY |
| Total Assets EOY | 2785849 | TotalAssetsEOY |
| Total Liabilities BOY | 889013 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 755686 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 2286149 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 2030163 | NetAssetsOrFundBalancesEOY |
| Mission Description | THE MISSION OF TSFRE IS TO FOSTER THE DEVELOPMENT OF SURGEON SCIENTISTS IN CARDIOTHORACIC SURGERY; INCREASING KNOWLEDGE AND INNOVATION TO BENEFIT PATIENT CARE. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 370000 | Expense |
| Grants | 370000 | Grants |
| Description | GRANTS AND RELATED ADMINISTRATIVE COSTS FOR RESEARCH IN THE FIELD OF THORACIC SURGERY. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 14415 | Expense |
| Description | EXHIBIT BOOTHS AT INDUSTRY CONFERENCES. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 384415 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 0 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 0 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 0 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 1 | GrantsToIndividuals |
| Schedule J Required | 0 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 0 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 1 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 0 | NumberOfEmployees |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Form8899 Filed | 0 | Form8899Filed |
| Form1098 C Filed | 0 | Form1098CFiled |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 16 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 16 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 1 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 0 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 0 | CompensationProcessCEO |
| Compensation Process Other | 0 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | IL | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MA | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GEORGE BOHN | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 3122025837 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 633 N ST CLAIR 23RD FLOOR | AddressLine1 |
| City | CHICAGO | City |
| State | IL | State |
| ZIP Code | 60611 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | X | NoListedPersonsCompensated |
Form990 Part VII Section A Form990PartVIISectionA (23 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation |
|---|---|---|---|---|---|---|
| G ALEXANDER PATTERSON MD | ||||||
| PRESIDENT | 2.00 | X | X | 0 | 0 | 0 |
| W RANDOLPH CHITWOOD JR MD | ||||||
| VICE PRESIDENT | 2.00 | X | X | 0 | 0 | 0 |
| DAVID R JONES MD | ||||||
| SECRETARY | 2.00 | X | X | 0 | 0 | 0 |
| THOMAS A D'AMICO MD | ||||||
| SECRETARY | 2.00 | X | X | 0 | 0 | 0 |
| JOHN W HAMMON JR MD | ||||||
| TREASURER | 2.00 | X | X | 0 | 0 | 0 |
| DAVID H ADAMS MD | ||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |
| JOHN G BRYRNE MD | ||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |
| JOHN H CALHOON MD | ||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |
| ANDREA J CARPENTER MD | ||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |
| ROBERT J CERFOLIO MD | ||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |
| RALPH DAMIANO MD | ||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |
| RICHARD H FEINS MD | ||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |
| DOUGLAS J MATHISEN MD | ||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |
| D CRAIG MILLER MD | ||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |
| R SCOTT MITCHELL MD | ||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |
| MARC R MOON MD | ||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |
| KEITH S NAUNHEIM MD | ||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |
| RICHARD N PIERSON III MD | ||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |
| ROBERT C ROBBINS MD | ||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |
| JOSEPH B SHRAGER MD | ||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |
| DAVID J SUGARBAKER MD | ||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |
| MICHAEL M MACK MD | ||||||
| IMMEDIATE PAST PRESIDENT | 2.00 | X | 0 | 0 | 0 | |
| PRISCILLA PAGE | ||||||
| EXECUTIVE DIRECTOR | 40.00 | X | 0 | 0 | 0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 0 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 0 | TotalOtherCompensation |
| Number Individuals GT100 K | 0 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 0 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation
Name Of Contractor NameOfContractor
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE SOCIETY OF THORACIC SURGEONS | BusinessNameLine1 |
Address Of Contractor AddressOfContractor
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 633 N SAINT CLAIR STREET - 23RD FL | AddressLine1 |
| City | CHICAGO | City |
| State | IL | State |
| ZIP Code | 60611 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Of Services | MANAGEMENT | DescriptionOfServices |
| Compensation | 186578 | Compensation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 1 | NumberOfContractorsGT100K |
| All Other Contributions | 253137 | AllOtherContributions |
| Noncash Contributions | 21067 | NoncashContributions |
| Total Contributions | 253137 | TotalContributions |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 33933 | TotalRevenueColumn |
| Exclusion | $33,933 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 407522 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 370414 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 37108 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 37108 | TotalRevenueColumn |
| Exclusion | $37,108 | ExclusionAmount |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 324178 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $71,041 | ExclusionAmount |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 370000 | Total |
| Program Services | 370000 | ProgramServices |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 186578 | Total |
| Management And General | 186578 | ManagementAndGeneral |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 10 | Total |
| Management And General | 10 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 14825 | Total |
| Management And General | 14825 | ManagementAndGeneral |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7754 | Total |
| Management And General | 7754 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 10937 | Total |
| Management And General | 10937 | ManagementAndGeneral |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2625 | Total |
| Management And General | 2625 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6662 | Total |
| Management And General | 6662 | ManagementAndGeneral |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 14415 | Total |
| Program Services | 14415 | ProgramServices |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1278 | Total |
| Management And General | 1278 | ManagementAndGeneral |
Other Expenses OtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | ANNUAL REPORT | Description |
| Total | 550 | Total |
| Fundraising | 550 | Fundraising |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6399 | Total |
| Management And General | 6399 | ManagementAndGeneral |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 622033 | Total |
| Program Services | 384415 | ProgramServices |
| Management And General | 237068 | ManagementAndGeneral |
| Fundraising | 550 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 240080 | BOY |
| EOY | 394752 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1451240 | BOY |
| EOY | 964077 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 16958 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1483842 | BOY |
| EOY | 1410062 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3175162 | BOY |
| EOY | 2785849 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 204665 | BOY |
| EOY | 133838 | EOY |
Grants Payable GrantsPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 684348 | BOY |
| EOY | 621848 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 889013 | BOY |
| EOY | 755686 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -229277 | BOY |
| EOY | 28444 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2515426 | BOY |
| EOY | 2001719 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2286149 | BOY |
| EOY | 2030163 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3175162 | BOY |
| EOY | 2785849 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | -297855 | ReconcilationRevenueExpenses |
| Reconciliation Unrealized Invest | 41869 | ReconciliationUnrealizedInvest |
| Reconcilation Other Changes | 0 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
FS Audited Basis FSAuditedBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Separate | X | FinancialStatementSeparate |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | 1 | AuditCommittee |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | X | PubliclySupportedOrg509a2 |
Gifts Grants Contrib Received509 GiftsGrantsContribReceived509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 166482 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 455653 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 566343 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1564174 | CurrentTaxYearMinus1Year |
| Current Tax Year | 253137 | CurrentTaxYear |
| Total | 3005789 | Total |
Total509 Total509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 166482 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 455653 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 566343 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1564174 | CurrentTaxYearMinus1Year |
| Current Tax Year | 253137 | CurrentTaxYear |
| Total | 3005789 | Total |
Amts Recd From Disqual Persons AmtsRecdFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year | 37000 | CurrentTaxYear |
| Total | 37000 | Total |
Amts From Subst Contributors AmtsFromSubstContributors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Support From DQ Ps Etc SupportFromDQPsEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year | 37000 | CurrentTaxYear |
| Total | 37000 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | 2968789 | PublicSupportTotal509 |
Gross Investment Income509 GrossInvestmentIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 160916 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 75872 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 54405 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 72980 | CurrentTaxYearMinus1Year |
| Current Tax Year | 33933 | CurrentTaxYear |
| Total | 398106 | Total |
Investment Income And UBTI InvestmentIncomeAndUBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 160916 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 75872 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 54405 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 72980 | CurrentTaxYearMinus1Year |
| Current Tax Year | 33933 | CurrentTaxYear |
| Total | 398106 | Total |
Total Support Total TotalSupportTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 327398 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 531525 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 620748 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1637154 | CurrentTaxYearMinus1Year |
| Current Tax Year | 287070 | CurrentTaxYear |
| Total | 3403895 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Percentage509 | 0.87220 | PublicSupportPercentage509 |
| Prior Year Support Percentage | 0.83640 | PriorYearSupportPercentage |
| Investment Income Percentage | 0.11700 | InvestmentIncomePercentage |
| Prior Yr Invest Income Percentage | 0.16360 | PriorYrInvestIncomePercentage |
| Thirty Three Percnt Tests CY509 | X | ThirtyThreePercntTestsCY509 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 0 | TotalOfBookValueLandBuildings |
| Footnote In Part XIII | X | FootnoteInPartXIII |
| Tot Revenue Etc Audited Fincl Stmt | 358293 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 41869 | NetUnrealizedGainsInvestments |
| Revenue Not Rptd F990 | 41869 | RevenueNotRptdF990 |
| Revenue Subtotal | 316424 | RevenueSubtotal |
| Investment Expenses Not Included | 7754 | InvestmentExpensesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 7754 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 324178 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 614279 | TotExpensesEtcAuditedFinclStmt |
| Expenses Not Rptd F990 | 0 | ExpensesNotRptdF990 |
| Expenses Subtotal | 614279 | ExpensesSubtotal |
| Investment Expenses Not Included2 | 7754 | InvestmentExpensesNotIncluded2 |
| Expenses Not Rptd On Fin Stmt | 7754 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 622033 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | Identifier |
| Return Reference | PART X, LINE 2: | ReturnReference |
| Explanation | THE FOUNDATION IS EXEMPT FROM INCOME TAX UNDER PROVISIONS OF INTERNAL REVENUE CODE SECTION 501(C)(3). ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE FOUNDATION AND RECOGNIZE A TAX LIABILITY IF THE FOUNDATION HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE IRS OR OTHER APPLICABLE TAXING AUTHORITIES. MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY THE FOUNDATION, AND HAS CONCLUDED THAT AS OF JUNE 30, 2013 AND 2012, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE FOUNDATION IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. MANAGEMENT BELIEVES IT IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR YEARS PRIOR TO 2010. | Explanation |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Form990 Schedule I Part III Form990ScheduleIPartIII (7 entries)
| Type Of GrantTypeOfGrant | Number Of RecipientsNumberOfRecipients | Amount Of Cash GrantAmountOfCashGrant |
|---|---|---|
| TSFRE/NHLBI (K08) PROGRAM | 5 | 150000 |
| TSFRE/NIH RESEARCH GRANT | 4 | 80000 |
| BRAUNWALD GRANT | 1 | 80000 |
| TSFRE RESEARCH FELLOWSHIP | 1 | 5000 |
| BRAUNWALD RESEARCH FELLOWSHIP | 2 | 30000 |
| AMERICAN COLLEGE OF SURGEON | 3 | 7500 |
| BRANDEIS UNIVERSITY | 7 | 17500 |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PROCEDURE FOR MONITORING GRANTS IN THE U.S.: | Identifier |
| Return Reference | PART I, LINE 2: | ReturnReference |
| Explanation | SCHEDULE I, PART I, LINE 2: EACH TSFRE GRANT PROJECT IS THOROUGHLY EVALUATED AND SCORED BY THREE TSFRE RESEARCH COMMITTEE REVIEWERS. THE RESEARCH REVIEWERS HAVE BEEN APPOINTED BY THE TSFRE PRESIDENT AND APPROVED BY THE TSFRE 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 TSFRE GRANT PAYMENT IS ISSUED TO THE INSTITUTION, NOT THE INDIVIDUAL. 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. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (6 entries)
| Return ReferenceReturnReference | ExplanationExplanation |
|---|---|
| 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 11 | 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 | TSFRE 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 TSFRE 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. |
| 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). |