STRATEGY STUDIO / PUBLIC DATA EXPLORER

SOCIETY OF UNIVERSITY SURGEONS FOUNDATION: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
SOCIETY OF UNIVERSITY SURGEONS FOUNDATION (EIN 91-1712473)
Tax period
2023-01-01 to 2023-12-31
Filed
2024-11-15
IRS object ID
202403209349104660
Schema version
2023v5.1
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

FieldValueIRS element (for citing)
Return2024-11-15T10:49:36-08:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN593094260PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Glickstein Laval Carris PA CPAsBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1220 E Central Pkwy Ste 1040AddressLine1Txt
CityAltamonte SpringsCityNm
State AbbreviationFLStateAbbreviationCd
ZIP32701ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2023-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN911712473EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1SOCIETY OF UNIV SURGEONS FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlSOCIBusinessNameControlTxt
Phone3104370555PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line111300 WEST OLYMPIC BLVD 600AddressLine1Txt
CityLOS ANGELESCityNm
State AbbreviationCAStateAbbreviationCd
ZIP90064ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMELANIE MORRISPersonNm
Person TitleTreasurerPersonTitleTxt
Signature2024-11-15SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonSteven P Gooden CPAPreparerPersonNm
PTINP00887857PTIN
Phone4076454775PhoneNum
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2024-10-15 13:58:12ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$440,162FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$147,301ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$8,234DividendsRevAndExpnssAmt
Dividends Net Invst Incm$8,234DividendsNetInvstIncmAmt
Dividends Adj Net Incm$8,234DividendsAdjNetIncmAmt
Total Rev And Expnss$155,535TotalRevAndExpnssAmt
Total Net Invst Incm$8,234TotalNetInvstIncmAmt
Total Adj Net Incm$8,234TotalAdjNetIncmAmt
Accounting Fees Rev And Expnss$1,375AccountingFeesRevAndExpnssAmt
Other Expenses Rev And Expnss$23,278OtherExpensesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$24,653TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$125,500ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$125,500ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$150,153TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$125,500TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$5,382ExcessRevenueOverExpensesAmt
Net Investment Income$8,234NetInvestmentIncomeAmt
Adjusted Net Income$8,234AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$103,166CashBOYAmt
Cash EOY$90,109CashEOYAmt
Cash EOYFMV$90,109CashEOYFMVAmt
Other Investments BOY$271,503OtherInvestmentsBOYAmt
Other Investments EOY$305,053OtherInvestmentsEOYAmt
Other Investments EOYFMV$305,053OtherInvestmentsEOYFMVAmt
Other Assets BOY$31,987OtherAssetsBOYAmt
Other Assets EOY$45,000OtherAssetsEOYAmt
Other Assets EOYFMV$45,000OtherAssetsEOYFMVAmt
Total Assets BOY$406,656TotalAssetsBOYAmt
Total Assets EOY$440,162TotalAssetsEOYAmt
Total Assets EOYFMV$440,162TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$406,656NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$440,162NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$406,656TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$440,162TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$406,656TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$440,162TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$406,656TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$5,382ExcessRevenueOverExpensesAmt
Other Increases$28,124OtherIncreasesAmt
Subtotal$440,162SubtotalAmt
Tot Net Ast Or Fund Balances EOY$440,162TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$114InvestmentIncomeExciseTaxAmt
Subtotal$114SubtotalAmt
Tax Based On Investment Income$114TaxBasedOnInvestmentIncomeAmt
Tax Due$114TaxDueAmt
Applied To ES Tax$0AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressWWW.SUSWEB.ORGWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1BSC MANAGEMENT INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone3104370555PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line111300 W OLYMPIC BLVD SUITE 600AddressLine1Txt
CityLOS ANGELESCityNm
State AbbreviationCAStateAbbreviationCd
ZIP90064ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (12 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
JEFF MATTHEWS
5841 S MARYLAND AVECHICAGOIL60637Director0.00$0
CARMEN SOLORZANO
1215 21ST AVE S 8TH FLOORNASHVILLETN37232Director0.00$0
REBEKAH WHITE
3855 HEALTH SCIENCES DRLA JOLLACA92093Director0.00$0
KASPER WANG
4650 SUNSET BLVD 100LOS ANGELESCA90027Director0.00$0
SURESH AGARWAL
40 DUKE MEDICINE CIRDURHAMNC27710Director0.00$0
MICHAEL LONGAKER
257 CAMPUS DRSTANFORDCA94305Director0.00$0
GREG KENNEDY
1720 2ND AVEBIRMINGHAMAL35294Director0.00$0
JAYME LOCKE
619 19TH ST SBIRMINGHAMAL35233Director0.00$0
O JOE HINES
10833 LE CONTE AVENUELOS ANGELESCA90095President0.00$0
DANNY CHU
200 LOTHROP STREETPITTSBURGPA15213Secretary0.00$0
MELANIE MORRIS
11300 W OLYMPIC BLVD STE 600LOS ANGELESCA90064Treasurer0.00$0
ALLAN TSUNG
3459 FIFTH AVENUE 7 SOUTHPITTSBURGPA15213Director0.00$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$284,694AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$141,156AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$425,850TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$425,850AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$6,388CashDeemedCharitableAmt
Net Vl Noncharitable Assets$419,462NetVlNoncharitableAssetsAmt
Minimum Investment Return$20,973MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$20,973MinimumInvestmentReturnAmt
Tax Based On Investment Income$114TaxBasedOnInvestmentIncomeAmt
Total Tax$114TotalTaxAmt
Distributable Before Adj$20,859DistributableBeforeAdjAmt
Distributable Before Ded$20,859DistributableBeforeDedAmt
Distributable As Adjusted$20,859DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$125,500ExpensesAndContributionsAmt
Qualifying Distributions$125,500QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$20,859DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$53,390ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$73,355ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$44,032ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$39,530ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$90,268ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$300,575TotalExcessDistributionCyovAmt
Qualifying Distributions$125,500QualifyingDistributionsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$20,859AppliedToCurrentYearAmt
Remaining Distri From Corpus$104,641RemainingDistriFromCorpusAmt
Total Corpus$405,216TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$53,390ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$351,826ExcessDistriCyovToNextYrAmt
Excess From Year4$73,355ExcessFromYear4Amt
Excess From Year3$44,032ExcessFromYear3Amt
Excess From Year2$39,530ExcessFromYear2Amt
Excess From Year1$90,268ExcessFromYear1Amt
Excess From Current Year$104,641ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonBSC MANAGEMENT INCRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line111300 W OLYMPIC BLVD STE 600AddressLine1Txt
CityLOS ANGELESCityNm
State AbbreviationCAStateAbbreviationCd
ZIP90064ZIPCd
FieldValueIRS element (for citing)
Recipient Phone3104370555RecipientPhoneNum
Form And Info And MaterialsSEE SCHEDULEFormAndInfoAndMaterialsTxt
Submission DeadlinesAUGUST 15TH EACH YEARSubmissionDeadlinesTxt
Restrictions On AwardsOPEN TO JUNIOR FACULTY SURGEONSRestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (6 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
UNIV OF ALABAMA AT BIRMINGHAM
1808 7TH AVE SOUTHBIRMINGHAMAL35233NONEN/ARESEARCH GRANT$30,000
THE REGENTS OF THE UNIV OF MICHIGAN
503 THOMPSON STANN ARBORMI48109NONERESEARCH GRANT$30,000
THE UNIVERSITY OF TEXAS MD
PO BOX 4266HOUSTONTX77210NoneN/ARESEARCH GRANT$30,000
UVA DEPARTMENT OF SURGERY
PO BOX 800709CHARLOTTESVILLEVA22903NonePFRESEARCH GRANT$5,000
CHILDREN'S HOSPITAL CORPORATION
PO BOX 414414BOSTONMA02241NoneN/ARESEARCH GRANT$30,000
TAMARA FITZGERALD
4112 GRACEVIEW WAYDURHAMNC27705NoneN/ARESEARCH GRANT$500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$125,500TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$8,234ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$8,234ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$8,234TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOYes (true)RelationshipsNonchrtblEOInd

Relationship Schedule Detail RelationshipScheduleDetail

Organization Business Name OrganizationBusinessName

FieldValueIRS element (for citing)
Business Name Line1SOCIETY OF UNIV SURGBusinessNameLine1Txt
FieldValueIRS element (for citing)
Organization Type501(C)(3)OrganizationTypeDesc
Relationship DescriptionSOME OF THE OFFICERS ARE COMMON TO EACH ENTITYRelationshipDescriptionTxt

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp (3 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtPerson ContributionPersonContributionInd
SOCIETY OF UNIVERSITY SURGEONS
111300 W OLYMPIC BLVD STE 600LOS ANGELESCA90064$51,000Yes (X)
ELSEVIER
21600 JOHN F KENNEDY BLVDPHILADELPHIAPA191032899$30,000Yes (X)
KARL STORZ ENDOSCOPY-AMERICA INC
32151 E GRAND AVENUEEL SEGUNDOCA902455017$40,000Yes (X)

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryAccountingCategoryTxt
Amt$1,375Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemCharles SchwabCategoryOrItemTxt
Listed At Cost Or FMVFMVListedAtCostOrFMVCd
Book Value$305,053BookValueAmt
EOYFMV$305,053EOYFMVAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescDue from Society of University SurgeonsDesc
BOY Book Value$31,987BOYBookValueAmt
EOY Book Value$45,000EOYBookValueAmt
EOYFMV$45,000EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (10 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt
Bank/Credit Card Charges$2,733
Contingency$800
Investment Acount Fees$2,808
Management Fees$9,500
Meetings$807
Postage$2
Supplies$879
Telephone$958
Travel$291
Website Management$4,500