2012-11-14T10:12:14-06:00 2011-12-31 381357951 PLANTE & MORAN PLLC 10 S RIVERSIDE PLAZA 9TH FLOOR CHICAGO IL 60606 990 2011-01-01 263487555 JOINT COUNCIL ON THORACIC SURGERY EDUCATION INC JOIN 3122025800 633 N ST CLAIR NO 2320 CHICAGO IL 60611 IRVING L KRON MD 3122025800 2012-11-07 1 DAVID LOWENTHAL P00081821 3122071040 2012-11-07 2011 2016-02-24 21:20:13Z DAMON MARQUIS 633 N ST CLAIR NO 2320 CHICAGO IL 60611 1000000 0 X WWW.JCTSE.ORG X 2008 IL TO ENHANCE AND COORDINATE THORACIC SURGERY EDUCATION IN THE US. 6 6 0 107 0 0 1475000 1000000 0 0 0 0 0 0 1475000 1000000 66016 131820 0 0 0 0 0 0 0 634874 659449 700890 791269 774110 208731 1548104 1759177 6873 9215 1541231 1749962 TO ENHANCE AND COORDINATE THORACIC SURGERY EDUCATION IN THE US. 0 0 131820 131820 BOOT CAMP - PROVIDED A REVIEW AND PRACTICE IN BASIC SKILLS ALL CARDIOTHORACIC RESIDENTS MUST MASTER. 131820 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 4 0 1 0 0 0 0 0 0 0 0 0 X 6 6 0 1 0 0 0 1 0 1 1 0 0 1 1 1 1 0 0 0 0 0 IL X GEORGE BOHN 3122025800 633 N ST CLAIR 2320 CHICAGO IL 60611 X DOUGLAS J MATHISEN MD 1.00 X X 0 0 0 IRVING L KRON MD 1.00 X X 0 0 0 VALERIE RUSCH MD 1.00 X X 0 0 0 ALEXANDER PATTERSON MD 1.00 X 0 0 0 MARK ALLEN MD 1.00 X 0 0 0 DOUGLAS WOOD MD 1.00 X 0 0 0 DAMON MARQUIS 5.00 X 0 0 0 0 0 0 0 0 0 0 UNIVERSITY OF WASHINGTON 1959 NE PACIFIC STREET SUITE BB-48 SEATTLE WA 98195 CONSULTING SERVICES 315000 THE SOCIETY OF THORACIC SURGEONS 633 N ST CLAIR NO 2320 CHICAGO IL 60611 MANAGEMENT SERVICES 213089 2 1000000 1000000 1000000 0 0 0 131820 131820 213089 213089 99 99 8000 8000 2178 2178 12632 12632 83378 83378 22388 22388 2634 2634 SURGICAL DIRECTOR OF ED 315000 315000 51 51 791269 131820 659449 0 1360388 1634853 187500 100000 0 1854 216 22470 1548104 1759177 6873 9215 6873 9215 X 1353731 1649962 187500 100000 1541231 1749962 1548104 1759177 208731 0 X 0 1 0 X 0 X 1325000 1475000 1000000 3800000 1325000 1475000 1000000 3800000 1250000 1125000 1000000 3375000 0 1250000 1125000 1000000 3375000 425000 1325000 1475000 1000000 3800000 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1000000 791269 208731 208731 1000000 0 1000000 0 1000000 791269 0 791269 0 791269 DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X: JCTSE'S APPLICATION OF GAAPUSA REGARDING UNCERTAIN TAX POSITIONS HAD NO EFFECT ON ITS FINANCIAL POSITION AS MANAGEMENT BELIEVES JCTSE HAS NO MATERIAL UNRECOGNIZED INCOME TAX BENEFITS, INCLUDING ANY POTENTIAL RISK OF LOSS OF ITS NOT-FOR-PROFIT TAX STATUS. JCTSE WOULD ACCOUNT FOR ANY POTENTIAL INTEREST OR PENALTIES RELATED TO POSSIBLE FUTURE LIABILITIES FOR UNRECOGNIZED INCOME TAX BENEFITS AS INCOME TAX EXPENSE. JCTSE IS SUBJECT TO EXAMINATION BY TAX AUTHORITIES FOR FEDERAL, STATE AND LOCAL INCOME TAXES FROM THE DATE OF INCEPTION, MAY 22, 2008 THROUGH DECEMBER 31, 2011. 1 THORACIC SURGERY DIRECTORS ASSOCIATION 633 N SAINT CLAIR CHICAGO IL 60611 561196918 501(C)(3) 131820 SENIOR TOUR, BOOT CAMP AND CURRICULUM DEVELOPMENT 1 PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, PART I, LINE 2: JOINT COUNCIL ON THORACIC SURGERY EDUCATION REQUIRES THE GRANTEE ORGANIZATIONS TO PROVIDE FINANCIAL STATEMENTS AND FULL ACCOUNTINGS OF ALL EXPENSES BEFORE ANY PAYMENTS ARE MADE. THE CONTRIBUTIONS ARE FOR A SPECIFIC USE AND ARE NOT PAID UNTIL THE REPORTS ARE PROVIDED TO MANAGEMENT. PREAPPROVAL IS GRANTED BY THE BOARD OF DIRECTORS. IN ADDITION, JOINT COUNCIL ON THORACIC SURGERY EDUCATION OFFICERS AND DIRECTORS HAVE ONGOING COMMUNICATION WITH MEMBERS OF THE GRANTEE ORGANIZATIONS' BOARDS REGARDING THE STATUS OF THEIR ACTIVITIES. FORM 990, PART VI, SECTION A, LINE 3 THE ORGANIZATION HIRED AND RETAINED THE SOCIETY OF THORACIC SURGEONS (STS) TO PROVIDE ADMINISTRATIVE MANAGEMENT SERVICES AND TO PERFORM OTHER DUTIES AND SERVICES AS MAY BE ENTRUSTED TO STS IN ACCORDANCE WITH THE ORGANIZATIONS ARTICLES OF INCORPORATION, BYLAWS, RULES AND REGULATIONS, AND BUDGET. THE STS OFFICE SERVES AS HEADQUARTERS OFFICE OF THE ORGANIZATION. FORM 990, PART VI, SECTION A, LINE 7A THE ORGANIZATION'S DIRECTORS (GOVERNING BODY) WITH VOTING RIGHTS ARE APPOINTED BY THREE INITIAL MEMBERS (AMERICAN ASSOCIATION FOR THORACIC SURGERY, AMERICAN BOARD OF THORACIC SURGERY, AND THE SOCIETY OF THORACIC SURGEONS). FORM 990, PART VI, SECTION B, LINE 11 THE ORGANIZATION RETAINED THE SERVICES OF AN INDEPENDENT CPA FIRM TO PREPARE ITS FORM 990. THE MANAGEMENT COMPANY THEN REVIEWED THE COMPLETED FORM 990 AND PROVIDED A FULL COPY TO ALL VOTING MEMBERS OF THE ORGANIZATION'S BOARD OF DIRECTORS (I.E., 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 JCTSE DISCLOSURE POLICY AND GUIDELINES REGARDING CONFLICTS OF INTEREST IS READ AT THE BEGINNING OF EVERY BOARD OF DIRECTORS AND COMMITTEE 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 DETERMINATION AS TO THE APPROPRIATE ACTION. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S BYLAWS AND CONFLICT OF INTEREST POLICY ARE AVAILABLE TO THE PUBLIC IN THE JCTSE WEBSITE. OTHER GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON WRITTEN REQUEST TO THE ORGANIZATION.