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AATS FOUNDATION: Form 990, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
AATS FOUNDATION (EIN 23-7288866)
Tax period
2023-01-01 to 2023-12-31
Filed
2024-11-01
IRS object ID
202443069349301249
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)
Return2024-11-01T14:43:35-05:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN410746749PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CLIFTONLARSONALLEN LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line14 BATTERYMARCH PARK SUITE 100AddressLine1Txt
CityQUINCYCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02169ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2023-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN237288866EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1AATS FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlAATSBusinessNameControlTxt
Phone9782522200PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1800 CUMMINGS CENTER 350-VAddressLine1Txt
CityBEVERLYCityNm
State AbbreviationMAStateAbbreviationCd
ZIP01915ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonLEONARD N GIRARDI MDPersonNm
Person TitleTREASURERPersonTitleTxt
Phone9782522200PhoneNum
Signature2024-10-31SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonDANIELLE NIHILLPreparerPersonNm
PTINP01350943PTIN
Phone7819821001PhoneNum
Preparation2024-10-31PreparationDt
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2024-10-15 13:58:12ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerDAVID H ADAMS MDPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1800 CUMMINGS CENTER 350-VAddressLine1Txt
CityBEVERLYCityNm
State AbbreviationMAStateAbbreviationCd
ZIP01915ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$5,469,609GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressAATSFOUNDATION.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1973FormationYr
Legal Domicile StateILLegalDomicileStateCd
Activity Or MissionTO SUPPORT CARDIOTHORACIC SURGEONS IN RESEARCH AND EDUCATION.ActivityOrMissionDesc
Voting Members Governing Body14VotingMembersGoverningBodyCnt
Voting Members Independent14VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers18TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$2,556,481PYContributionsGrantsAmt
CY Contributions Grants$1,603,718CYContributionsGrantsAmt
PY Program Service Revenue$0PYProgramServiceRevenueAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$201,521PYInvestmentIncomeAmt
CY Investment Income$646,135CYInvestmentIncomeAmt
PY Other Revenue$10,393PYOtherRevenueAmt
CY Other Revenue-$61,856CYOtherRevenueAmt
PY Total Revenue$2,768,395PYTotalRevenueAmt
CY Total Revenue$2,187,997CYTotalRevenueAmt
PY Grants And Similar Paid$1,591,347PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$1,821,348CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$307,150PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$411,616CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$86,820CYTotalFundraisingExpenseAmt
PY Other Expenses$316,460PYOtherExpensesAmt
CY Other Expenses$423,750CYOtherExpensesAmt
PY Total Expenses$2,214,957PYTotalExpensesAmt
CY Total Expenses$2,656,714CYTotalExpensesAmt
PY Revenues Less Expenses$553,438PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$468,717CYRevenuesLessExpensesAmt
Total Assets BOY$12,292,242TotalAssetsBOYAmt
Total Assets EOY$12,835,336TotalAssetsEOYAmt
Total Liabilities BOY$1,463,158TotalLiabilitiesBOYAmt
Total Liabilities EOY$1,538,523TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$10,829,084NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$11,296,813NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionSUPPORT CARDIOTHORACIC SURGEONS IN RESEARCH AND EDUCATION.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$550,000ExpenseAmt
Grant$550,000GrantAmt
DescSURGICAL INVESTIGATOR PROGRAM - THE SURGICAL INVESTIGATOR PROGRAM SUPPORTS CLINICAL AND TRANSLATIONAL RESEARCH BY YOUNG CARDIOTHORACIC SURGEONS, INCLUDING TOPICS RELATED TO QUALITY AND OUTCOMES RESEARCH, AND STUDIES OF NEW AND INNOVATIVE THERAPIES, PROCEDURES, AND TECHNOLOGIES IN CARDIOTHORACIC SURGERY.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$289,110ExpenseAmt
Grant$289,110GrantAmt
DescMEDICAL STUDENT DIVERSITY SCHOLARSHIP - THESE SCHOLARSHIPS SUPPORT MEDICAL STUDENTS PLANNING TO PURSUE A CAREER IN CARDIOTHORACIC SURGERY AND WHO ARE FROM AN UNDERREPRESENTED IN MEDICINE POPULATION. UNDERREPRESENTED IN MEDICINE MEANS THOSE RACIAL AND ETHNIC POPULATIONS THAT ARE UNDERREPRESENTED IN THE MEDICAL PROFESSION RELATIVE TO THEIR NUMBERS IN THE GENERAL POPULATION.Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$196,323ExpenseAmt
Grant$123,674GrantAmt
DescRESEARCH SCHOLARSHIP - THIS SCHOLARSHIP SUPPORTS EARLY-CAREER INVESTIGATORS COMMITTED TO FOLLOWING AN ACADEMIC CAREER IN CARDIOTHORACIC SURGERY WITH A TWO-YEAR GRANT USED TO PURSUE RESEARCH, TRAINING, AND CLINICAL EXPERIENCE.Desc

Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp

FieldValueIRS element (for citing)
Expense$1,129,567ExpenseAmt
Grant$858,564GrantAmt
DescTO PERFORM AND CARRY OUT SUCH OTHER EDUCATIONAL, SCIENTIFIC, AND CHARITABLE FUNCTIONS AND PURPOSES OF AATS SUCH AS: ATRICURE FELLOWSHIP, EVERY HEARTBEAT MATTERS, ETHICON CHINA FELLOWSHIP, INTUITIVE SURGICAL PROGRAM, INTUITIVE ADVANCED LOBECTOMY COURSE, LEARN FROM THE MASTERS: A CLINICAL PROGRAM, MEDTRONIC CHINESE SURGEONS INTERNATIONAL TRAINING PROGRAM, SURGICAL INVESTIGATOR PROGRAM, MEDTRONIC/JATS, SURGICAL ROBOTICS CARDIAC PROGRAM, EMERGING THORACIC SURGICAL ONCOLOGIST FELLOWSHIP, GRAHAM TRAVELING FELLOWSHIP, RESEARCH SCHOLARSHIP, SURGICAL INVESTIGATOR PROGRAM, SUMMER INTERNSHIP PROGRAM, ALDO R. CASTANEDA, CLEVELAND CLINIC, DENTON COOLEY FELLOWSHIP, F. GRIFFITH PEARSON FELLOWSHIP, JACK A. ROTH FELLOWSHIP, LAWRENCE H. COHN, MARC DE LEVAL FELLOWSHIP, TIMOTHY J. GARDNER, DAVID J. SUGARBAKER MEMORIAL LECTURESHIP, MAGDI YACOUB PROGRAM, AND WILLIAM NORWOOD PROGRAM.Desc
FieldValueIRS element (for citing)
Total Other Prog Srvc Expense$1,129,567TotalOtherProgSrvcExpenseAmt
Total Other Prog Srvc Grant$858,564TotalOtherProgSrvcGrantAmt
Total Program Service Expenses$2,165,000TotalProgramServiceExpensesAmt
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 LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign ActivitiesYes (1)ForeignActivitiesInd
More Than5000 K To OrgYes (1)MoreThan5000KToOrgInd
More Than5000 K To IndividualsYes (1)MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising ActivitiesYes (1)FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Grants To IndividualsYes (1)GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
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 EntityYes (1)RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgYes (1)TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document73IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
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 Members14GoverningBodyVotingMembersCnt
Independent Voting Member14IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
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
States Where Copy Of Return Is FldILStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonDEBI MCCLINTOCK CHIEF FINANCIAL OFPersonNm
Phone9782522200PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1800 CUMMINGS CENTER NO 350-VAddressLine1Txt
CityBEVERLYCityNm
State AbbreviationMAStateAbbreviationCd
ZIP01915ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (25 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtHighest Compensated EmployeeHighestCompensatedEmployeeIndIndividual Trustee Or DirectorIndividualTrusteeOrDirectorInd
DAVID R BOBBITT MSC MBA
CHIEF EXECUTIVE OFFICER5.0035.00Yes (X)$0$354,712$46,582
SPENCER MCGRATH
DIRECTOR OF PUBLICATIONS1.0040.00$0$203,075$36,558Yes (X)
MELISSA BINETTE
SENIOR DIRECTOR OF MEETING1.0040.00$0$185,181$36,399Yes (X)
CARA GENSEL-HRUBES
DIRECTOR OF IT5.0035.00$0$169,253$22,943Yes (X)
ISHAQUE ARTHUR
SR. PROGRAM MGR AQG5.0035.00$0$157,452$34,719Yes (X)
ADAM SILVA
DIRECTOR OF ADMINISTRATION1.0040.00$0$147,996$26,860Yes (X)
DAVID NEAL
SENIOR DIRECTOR OF FINANCE5.0030.00Yes (X)$0$114,003$4,834
DAVID H ADAMS MD
PRESIDENT4.002.00Yes (X)$0$0$0Yes (X)
MARC R MOON MD
VICE PRESIDENT3.002.00Yes (X)$0$0$0Yes (X)
Y JOSEPH WOO MD
SECRETARY2.003.00Yes (X)$0$0$0Yes (X)
LEONARD N GIRARDI MD
TREASURER2.003.00Yes (X)$0$0$0Yes (X)
EMILE A BACHA MD
DIRECTOR2.003.00Yes (X)$0$0$0Yes (X)
YOLONDA L COLSON MD
DIRECTOR4.003.00$0$0$0Yes (X)
JOSEPH S COSELLI MD
DIRECTOR2.00$0$0$0Yes (X)
AUBREY GALLOWAY MD
DIRECTOR2.00$0$0$0Yes (X)
A MARC GILLINOV MD
DIRECTOR1.00$0$0$0Yes (X)
ROSEMARY F KELLY MD
DIRECTOR1.002.00$0$0$0Yes (X)
JAMES D LUKETICH MD
DIRECTOR2.00$0$0$0Yes (X)
PEDRO J DEL NIDO MD
DIRECTOR2.00$0$0$0Yes (X)
MEHMET C OZ MD
DIRECTOR2.00$0$0$0Yes (X)
VAUGHN A STARNES MD
DIRECTOR2.00$0$0$0Yes (X)
RALPH J DAMIANO JR MD
DIRECTOR (THRU 05/2023)3.002.00$0$0$0Yes (X)
TIMOTHY J GARDNER MD
DIRECTOR (THRU 05/2023)4.00$0$0$0Yes (X)
DAVID R JONES MD
DIRECTOR (THRU 05/2023)2.003.00$0$0$0Yes (X)
DANIELA MOLENA MD
DIRECTOR (THRU 05/2023)2.00$0$0$0Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$0TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$1,331,672TotReportableCompRltdOrgAmt
Total Other Compensation$208,895TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
Fundraising$33,326FundraisingAmt
All Other Contributions$1,570,392AllOtherContributionsAmt
Total Contributions$1,603,718TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$390,019TotalRevenueColumnAmt
Exclusion$390,019ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$3,316,583SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$3,060,467SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$256,116SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$256,116TotalRevenueColumnAmt
Exclusion$256,116ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$158,174FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event$33,326ContriRptFundraisingEventAmt
Fundraising Direct Expenses$221,145FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column-$62,971TotalRevenueColumnAmt
Exclusion-$62,971ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescOTHER REVENUEDesc
Business900099BusinessCd
Total Revenue Column$1,115TotalRevenueColumnAmt
Exclusion$1,115ExclusionAmt
FieldValueIRS element (for citing)
Other Revenue Total$1,115OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$2,187,997TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$584,279ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$764,000TotalAmt
Program Services$764,000ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$643,674TotalAmt
Program Services$643,674ProgramServicesAmt

Foreign Grants ForeignGrantsGrp

FieldValueIRS element (for citing)
Total$413,674TotalAmt
Program Services$413,674ProgramServicesAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$326,592TotalAmt
Program Services$90,728ProgramServicesAmt
Management And General$194,333ManagementAndGeneralAmt
Fundraising$41,531FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$85,024TotalAmt
Program Services$25,404ProgramServicesAmt
Management And General$59,620ManagementAndGeneralAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$1,686TotalAmt
Program Services$1,190ProgramServicesAmt
Management And General$496ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$25,685TotalAmt
Management And General$25,685ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$30,777TotalAmt
Management And General$30,777ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$15,621TotalAmt
Program Services$735ProgramServicesAmt
Management And General$11,039ManagementAndGeneralAmt
Fundraising$3,847FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$1,746TotalAmt
Management And General$1,199ManagementAndGeneralAmt
Fundraising$547FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$1,685TotalAmt
Management And General$1,164ManagementAndGeneralAmt
Fundraising$521FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$17,142TotalAmt
Management And General$17,142ManagementAndGeneralAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$1,717TotalAmt
Program Services$1,717ProgramServicesAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$149,935TotalAmt
Program Services$140,126ProgramServicesAmt
Management And General$7,960ManagementAndGeneralAmt
Fundraising$1,849FundraisingAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
FOOD & BEVERAGE$46,368$10,830$13,958$21,580
FACULTY HONORARIA$32,000$32,000
AUDIO & VISUAL$21,882$8,392$5,656$7,834
TAXES & FEES$6,116$6,116

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$71,390TotalAmt
Program Services$32,530ProgramServicesAmt
Management And General$29,749ManagementAndGeneralAmt
Fundraising$9,111FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$2,656,714TotalAmt
Program Services$2,165,000ProgramServicesAmt
Management And General$404,894ManagementAndGeneralAmt
Fundraising$86,820FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$441,200BOYAmt
EOY$393,135EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$878BOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$340,495BOYAmt
EOY$254,694EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$99,000BOYAmt
EOY$128,326EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

FieldValueIRS element (for citing)
BOY$424,819BOYAmt
EOY$2,419,682EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$52,801BOYAmt
EOY$13,861EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$10,526,887BOYAmt
EOY$9,514,641EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$406,162BOYAmt
EOY$110,997EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$12,292,242BOYAmt
EOY$12,835,336EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$184,754BOYAmt
EOY$244,823EOYAmt

Grants Payable GrantsPayableGrp

FieldValueIRS element (for citing)
BOY$1,257,408BOYAmt
EOY$1,275,258EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$20,996BOYAmt
EOY$18,442EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$1,463,158BOYAmt
EOY$1,538,523EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$5,294,587BOYAmt
EOY$4,820,725EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$5,534,497BOYAmt
EOY$6,476,088EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$10,829,084BOYAmt
EOY$11,296,813EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$12,292,242BOYAmt
EOY$12,835,336EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss-$468,717ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$882,179NetUnrlzdGainsLossesInvstAmt
Prior Period Adjustments$54,267PriorPeriodAdjustmentsAmt
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)
Supporting Organization509a3Yes (X)SupportingOrganization509a3Ind
Supporting Org Type1Yes (X)SupportingOrgType1Ind
Supported Organizations1SupportedOrganizationsCnt

Supported Org Information SupportedOrgInformationGrp

Supported Organization Name SupportedOrganizationName

FieldValueIRS element (for citing)
Business Name Line1AMERICAN ASSOCIATION FOR THORIATRIC SURGERYBusinessNameLine1Txt
FieldValueIRS element (for citing)
EIN046406547EIN
Organization Type10OrganizationTypeCd
Governing Document ListedYes (1)GoverningDocumentListedInd
Support$0SupportAmt
Other Support$0OtherSupportAmt
FieldValueIRS element (for citing)
Supported Organizations Total1SupportedOrganizationsTotalCnt
Support Sum$0SupportSumAmt
Other Support Sum$0OtherSupportSumAmt

Form990 Sch A Supporting Org Form990SchASupportingOrgGrp

FieldValueIRS element (for citing)
Listed By Name Governing DocYes (1)ListedByNameGoverningDocInd
Suprt Org No IRS Determination0SuprtOrgNoIRSDeterminationInd
Supported Org Section C456Yes (1)SupportedOrgSectionC456Ind
Supported Org QualifiedYes (1)SupportedOrgQualifiedInd
Suprt Exclusively Sec170c2 BYes (1)SuprtExclusivelySec170c2BInd
Supported Org Not Organized US0SupportedOrgNotOrganizedUSInd
Organization Change Suprt Org0OrganizationChangeSuprtOrgInd
Support Non Supported Org0SupportNonSupportedOrgInd
Payment Substantial Contribtr0PaymentSubstantialContribtrInd
Loan Disqualified Person0LoanDisqualifiedPersonInd
Controlled Disqualified Prsn0ControlledDisqualifiedPrsnInd
Disqualified Prsn Controll Int0DisqualifiedPrsnControllIntInd
Disqualified Prsn Ownr Int0DisqualifiedPrsnOwnrIntInd
Excess Business Holdings Rules0ExcessBusinessHoldingsRulesInd
Contribution Controller0ContributionControllerInd
Contribution Family0ContributionFamilyInd
Contribution35 Controlled0Contribution35ControlledInd

Form990 Sch A Type1 Suprt Org Form990SchAType1SuprtOrgGrp

FieldValueIRS element (for citing)
Power Appoint Majority Dir TrstYes (1)PowerAppointMajorityDirTrstInd
Operate Benefit Non Suprt Org0OperateBenefitNonSuprtOrgInd

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART IV, SECTION A, LINE 3B:THE ORGANIZATION CONFIRMED THAT ITS SUPPORTED ORGANIZATION QUALIFIED UNDER SECTION 501(C)(6) AND SATISFIED THE PUBLIC SUPPORT TESTS UNDER 509(A)(2) BY OBTAINING A COPY OF ITS IRS DETERMINATION LETTER AND COMPLETING A PRO FORMA 990, SCHEDULE A.
PART IV, SECTION A, LINE 3C:THE ORGANIZATION VERIFIES THAT ANY GRANT PROVIDED DIRECTLY TO THE SUPPORTED ORGANIZATION WAS USED TO FUND THE APPROVED SCHOLARSHIPS. THE ORGANIZATION PROVIDES A MAJORITY OF ITS SUPPORT TO INDIVIDUALS THAT ARE PART OF THE CHARITABLE CLASS BENEFITED BY ITS SUPPORTED ORGANIZATION. THE ORGANIZATION ENSURES THAT ALL SUPPORT IS USED EXCLUSIVELY FOR SECTION 170(C)(2)(B) PURPOSES BY REQUIRING RECIPIENTS OF THE AWARDS TO PROVIDE A REPORT UPON COMPLETION OF THEIR RESEARCH OR FELLOWSHIPS.

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

Other Liabilities Org OtherLiabilitiesOrgGrp

FieldValueIRS element (for citing)
DescOTHER LIABILITIESDesc
Amt$18,442Amt
FieldValueIRS element (for citing)
Total Liability$18,442TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$3,260,544TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$882,179NetUnrealizedGainsInvstAmt
Other Revenue$221,145OtherRevenueAmt
Revenue Not Reported$1,103,324RevenueNotReportedAmt
Revenue Subtotal$2,157,220RevenueSubtotalAmt
Investment Expenses Not Incld$30,777InvestmentExpensesNotIncldAmt
Revenue Not Reported Fincl Stmt$30,777RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$2,187,997TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$2,847,082TotExpnsEtcAuditedFinclStmtAmt
Other Expenses Included$221,145OtherExpensesIncludedAmt
Expenses Not Reported$221,145ExpensesNotReportedAmt
Expenses Subtotal$2,625,937ExpensesSubtotalAmt
Investment Expenses Not Incld2$30,777InvestmentExpensesNotIncld2Amt
Expenses Not Rpt Fincl Stmt$30,777ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$2,656,714TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART X, LINE 2:THE FOUNDATION HAS BEEN GRANTED TAX-EXEMPT STATUS UNDER INTERNAL REVENUE CODE SECTION 501(C)(3) AND IS, THEREFORE, GENERALLY EXEMPT FROM FEDERAL AND STATE INCOME TAXES. ACCORDINGLY, NO PROVISION FOR INCOME TAXES HAS BEEN PROVIDED FOR IN THE ACCOMPANYING FINANCIAL STATEMENTS. ASC 740-10, "INCOME TAXES" REQUIRES THE FOUNDATION TO EVALUATE AND DISCLOSE TAX POSITIONS THAT COULD HAVE AN EFFECT ON THE FOUNDATION'S FINANCIAL STATEMENTS. THE FOUNDATION REPORTS ITS ACTIVITIES TO THE INTERNAL REVENUE SERVICE AND TO THE STATE OF ILLINOIS AND THE COMMONWEALTH OF MASSACHUSETTS ON AN ANNUAL BASIS. THESE INFORMATIONAL RETURNS ARE GENERALLY SUBJECT TO AUDIT AND REVIEW BY THE GOVERNMENTAL AGENCIES FOR A PERIOD OF THREE YEARS AFTER FILING. SUBSTANTIALLY ALL OF THE FOUNDATION'S INCOME, EXPENDITURES AND ACTIVITIES RELATE TO ITS EXEMPT PURPOSE, THEREFORE, MANAGEMENT HAS DETERMINED THAT THE FOUNDATION IS NOT SUBJECT TO UNRELATED BUSINESS INCOME TAXES AND WILL CONTINUE TO QUALIFY AS A TAX-EXEMPT NOT-FOR-PROFIT ENTITY.
PART XI, LINE 2D - OTHER ADJUSTMENTS:FUNDRAISING EXPENSES 221,145.
PART XII, LINE 2D - OTHER ADJUSTMENTS:FUNDRAISING EXPENSES 221,145.

Schedule F IRS990ScheduleF

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Account Activities Outside US AccountActivitiesOutsideUSGrp (6 entries)

RegionRegionTxtOfficesOfficesCntEmployeeEmployeeCntType Of Activities ConductedTypeOfActivitiesConductedTxtRegion Total ExpendituresRegionTotalExpendituresAmt
SUB-SAHARAN AFRICA02GRANTS TO RECIPIENTS LOCATED IN REGION$90,000
EAST ASIA AND THE PACIFIC - AUSTRALIA, BRUNEI, BURMA, CAMBODIA,0116GRANTS TO RECIPIENTS LOCATED IN REGION$152,174
EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM07GRANTS TO RECIPIENTS LOCATED IN REGION$52,000
NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES04GRANTS TO RECIPIENTS LOCATED IN REGION$58,000
SOUTH AMERICA - ARGENTINA, BOLIVIA, BRAZIL, CHILE, COLUMBIA, ECUADOR,05GRANTS TO RECIPIENTS LOCATED IN REGION$46,500
SOUTH ASIA - AFGHANISTAN, BANGLADESH, BHUTAN, INDIA, MALDIVES, NEPAL,01GRANTS TO RECIPIENTS LOCATED IN REGION$15,000
FieldValueIRS element (for citing)
Subtotal Offices0SubtotalOfficesCnt
Subtotal Employees135SubtotalEmployeesCnt
Continuation Total Office0ContinuationTotalOfficeCnt
Continuation Total Employee0ContinuationTotalEmployeeCnt
Total Office0TotalOfficeCnt
Total Employee135TotalEmployeeCnt
Subtotal Spent$413,674SubtotalSpentAmt
Continuation Spent$0ContinuationSpentAmt
Total Spent$413,674TotalSpentAmt

Grants To Org Outside US GrantsToOrgOutsideUSGrp

FieldValueIRS element (for citing)
RegionNORTH AMERICARegionTxt
Purpose Of GrantSURGICAL INVESTIGATOR PROGRAM: RESEARCH INVESTIGATOR SUPPORTPurposeOfGrantTxt
Cash Grant$40,000CashGrantAmt
Manner Of Cash DisbursementWIRE/CHECKMannerOfCashDisbursementTxt
Non Cash Assistance$0NonCashAssistanceAmt
FieldValueIRS element (for citing)
Total501c3 Org1Total501c3OrgCnt
Total Other Org0TotalOtherOrgCnt

Foreign Individuals Grants ForeignIndividualsGrantsGrp (15 entries)

Type Of AssistanceTypeOfAssistanceTxtRegionRegionTxtRecipientRecipientCntCash GrantCashGrantAmtManner Of Cash DisbursementMannerOfCashDisbursementTxt
GRAHAM TRAVELING FELLOWSHIPEAST ASIA AND THE PACIFIC - AUSTRALIA, BRUNEI, BURMA, CAMBODIA,1$50,000WIRE/CHECK
EDWARDS 2020EAST ASIA AND THE PACIFIC - AUSTRALIA, BRUNEI, BURMA, CAMBODIA,112$91,674WIRE/CHECK
ATRICURE FELLOWSHIPEAST ASIA AND THE PACIFIC - AUSTRALIA, BRUNEI, BURMA, CAMBODIA,1$10,000WIRE/CHECK
ATRICURE FELLOWSHIPEUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIU4$12,500WIRE/CHECK
GRAHAM TRAVELING FELLOWSHIPEUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIU1$50,000WIRE/CHECK
V RUSCH MENTORED CAREER DEVELOPMENT AWARDNORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES1$15,000WIRE/CHECK
SUMMER INTERN PROGRAMNORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES1$2,500WIRE/CHECK
ALDO R. CASTANEDA FELLOWSHIPNORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES1$500WIRE/CHECK
ALDO R. CASTANEDA FELLOWSHIPSOUTH AMERICA - ARGENTINA, BOLIVIA, BRAZIL, CHILE, COLUMBIA, ECUADOR,2$15,500WIRE/CHECK
F. GRIFFITH PEARSON FELLOWSHIPSOUTH AMERICA - ARGENTINA, BOLIVIA, BRAZIL, CHILE, COLUMBIA, ECUADOR,1$9,000WIRE/CHECK
EDWARDS 2020SOUTH AMERICA - ARGENTINA, BOLIVIA, BRAZIL, CHILE, COLUMBIA, ECUADOR,1$7,000WIRE/CHECK
V RUSCH MENTORED CAREER DEVELOPMENT AWARDSOUTH AMERICA - ARGENTINA, BOLIVIA, BRAZIL, CHILE, COLUMBIA, ECUADOR,1$15,000WIRE/CHECK
MEDTRONIC ADVANCED VALVESOUTH ASIA - AFGHANISTAN, BANGLADESH, BHUTAN, INDIA, MALDIVES, NEPAL,1$15,000WIRE/CHECK
V RUSCH MENTORED CAREER DEVELOPMENT AWARDSUB-SAHARAN AFRICA1$15,000WIRE/CHECK
SIR MAGDI YACOUB PROGRAMSUB-SAHARAN AFRICA1$75,000WIRE/CHECK
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
ExplanationGRANT RECIPIENTS ARE REQUIRED TO PROVIDE A REPORT UPON COMPLETION OF THEIR RESEARCH OR FELLOWSHIPS.ExplanationTxt

Schedule G IRS990ScheduleG

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1GOLF TOURNAMENTEvent1Nm
Gross Receipts Event1$191,500GrossReceiptsEvent1Amt
Charitable Contri Event1$33,326CharitableContriEvent1Amt
Gross Revenue Event1$158,174GrossRevenueEvent1Amt
Non Cash Prizes Event1$2,998NonCashPrizesEvent1Amt
Rent Facility Costs Event1$100,660RentFacilityCostsEvent1Amt
Food And Beverage Event1$47,724FoodAndBeverageEvent1Amt
Entertainment Event1$15,476EntertainmentEvent1Amt
Other Direct Expenses Event1$54,287OtherDirectExpensesEvent1Amt
Gross Receipts Total$191,500GrossReceiptsTotalAmt
Charitable Contributions Tot$33,326CharitableContributionsTotAmt
Gross Revenue Total Events$158,174GrossRevenueTotalEventsAmt
Non Cash Prizes Total Events$2,998NonCashPrizesTotalEventsAmt
Rent Fclty Costs Total Events$100,660RentFcltyCostsTotalEventsAmt
Food And Beverage Total Events$47,724FoodAndBeverageTotalEventsAmt
Entertainment Total Events$15,476EntertainmentTotalEventsAmt
Oth Direct Expnss Total Events$54,287OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$221,145DirectExpenseSummaryEventsAmt
Net Income Summary-$62,971NetIncomeSummaryAmt

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Recipient Table RecipientTable (19 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtNon Cash AssistanceNonCashAssistanceAmtPurpose Of GrantPurposeOfGrantTxt
CHILDREN'S HOSPITAL CORPORATION
300 LONGWOOD AVENUEBOSTONMA02115042774441501(3)$100,000$0SURGICAL INVESTIGATOR PROGRAM
TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA
801 SPRUCE STPHILADELPHIAPA19107231352685501(3)$50,000$0SURGICAL INVESTIGATOR PROGRAM
MONTEFIORE MEDICAL CENTER
1825 EASTCHESTER ROADNYCNY10461131740114501(3)$50,000$0SURGICAL INVESTIGATOR PROGRAM
ALBERT EINSTEIN COLLEGE OF MEDICINE
1300 MORRIS PARK AVENUEBRONXNY104611975830621846501(3)$50,000$0SURGICAL INVESTIGATOR PROGRAM
EMORY UNIVERSITY SCHOOL OF MEDICINE
1599 CLIFTON ROAD THIRD FLOOR 3101ATLANTAGA30322580566256501(3)$50,000$0SURGICAL INVESTIGATOR PROGRAM
MEMORIAL SLOAN KETTERING CANCER CENTER
1275 YORK AVENUENEW YORKNY100656007131924236501(3)$100,000$0SURGICAL INVESTIGATOR PROGRAM
NORTHWESTERN UNIVERSITY FEINBERG SCHOOL OF MEDICINE
2145 SHERIDAN ROAD ROOM L291EVANSTONIL602083102362167817501(3)$50,000$0SURGICAL INVESTIGATOR PROGRAM
THE UNIVERSITY OF CHICAGO
6054 S DREXEL AVENUECHICAGOIL60637362177139501(3)$50,000$0SURGICAL INVESTIGATOR PROGRAM
CLEVELAND CLINIC FOUNDATION
925 EUCLID AVENUECLEVELANDOH44115340714585501(3)$9,000$0HOM - CLEVELAND CLINIC
AMERICAN ASSOCIATION FOR THORACIC SURGERY
350-VBEVERLYMA01915046406547501(3)$25,000$0EDWARDS 2020
CHILDREN'S HOSPITAL OF PHILADELPHIA
3401 CIVIC CENTER BLVDPHILADELPHIAPA19104231352166501(3)$40,000$0RESEARCH SUPPORT
ALBERT EINSTEIN COLLEGE OF MEDICINE
1300 MORRIS PARK AVENUEBRONXNY104611975830621846501(3)$40,000$0HOM - DAVID J. SUGARBAKER FELLOWSHIP
COLUMBIA UNIVERSITY
615 WEST 131ST STREET MC 8741NEW YORKNY100277922135598093501(3)$10,000$0HOM - LAWRENCE H. COHN FELLOWSHIP
ICAHN SCHOOL OF MEDICINE AT MOUNT SINAI
ONE GUSTAVE L LEVY PLACENEW YORKNY10029136171197501(3)$10,000$0HOM - LAWRENCE H. COHN FELLOWSHIP
UNIVERSITY HOSPITALS CLEVELAND MEDICAL CENTER
3605 WARRENSVILLE CENTER ROADSHAKER HEIGHTSOH44122341567805501(3)$10,000$0HOM - LAWRENCE H. COHN FELLOWSHIP
UNIVERSITY OF FLORIDA
1250 EAST CAMPUS OFFICE BLDGGAINSVILLEFL326113200596002052501(3)$10,000$0HOM - LAWRENCE H. COHN FELLOWSHIP
JOHN HOPKINS UNIVERSITY
3910 KESWICK ROADBALTIMOREMD21211520595110501(3)$10,000$0HOM - TIMOTHY J. GARDNER FELLOWSHIP
ICAHN SCHOOL OF MEDICINE AT MOUNT SINAI
ONE GUSTAVE L LEVY PLACENEW YORKNY10029136171197501(3)$50,000$0WTS MID-CAREER INVESTIGATOR AWARD
SLOAN KETTERING INSTITUTE FOR CANCER RESEARCH
1275 YORK AVENUENEW YORKNY100656007131624182501(3)$50,000$0WTS MID-CAREER INVESTIGATOR AWARD
FieldValueIRS element (for citing)
Total501c3 Org19Total501c3OrgCnt
Total Other Org0TotalOtherOrgCnt

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (17 entries)

Grant TypeGrantTypeTxtRecipientRecipientCntCash GrantCashGrantAmt
MEDICAL STUDENT DIVERSITY SCHOLARSHIP15$289,110
INTUITIVE SURGICAL ROBOTICS FELLOWSHIP36$48,171
SUMMER INTERN PROGRAM7$17,500
HOM - CLEVELAND CLINIC20$18,500
HOM - DENTON COOLEY FELLOWSHIP1$5,000
HOM - MARC. R DE LEVAL FELLOWSHIP1$30,000
HOM - ALAIN CARPENTIER PROGRAM1$45,000
RESEARCH SCHOLARSHIPS1$80,000
RESIDENT RESEARCH CARDIAC SCHOLARSHIP1$40,000
MEETINGS AND EDUCATION1$2,500
INTUITIVE ADVANCED LOBECTOMY COURSE29$25,564
AATS FOUNDATION EQUITY AWARD1$50,000
ARTICURE FELLOWSHIP2$15,000
ARTICURE FELLOWSHIP - RETURN OF FUNDS3-$18,750
GRAHAM TRAVELING FELLOWSHIP - RETURN OF FUNDS1-$2,500
HOM - F. GRIFFITH PEARSON FELLOWSHIP - RETURN OF FUNDS1-$500
HOM - ALDO R. CASTANEDA - RETURN OF FUNDS1-$921

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 2:FormAndLineReferenceDesc
ExplanationAATS FOUNDATION DETERMINES THE AMOUNT OF GRANTS DEPENDING ON FUNDING AVAILABLE IN UNRESTRICTED FUNDING OR AS OUTLINED IN RESTRICTED DONATION AGREEMENTS. FUNDING AMOUNT REMAINS CONSISTENT FOR RESEARCH GRANTS BETWEEN $45,000-$80,000 PER GRANTEE WHICH THE FOUNDATION DETERMINES AS A PROPER AMOUNT FOR YOUNG INVESTIGATORS TO START THEIR RESEARCH EFFORTS. ALTHOUGH THE FUNDING AMOUNT IS OFTEN SMALLER THAN THE COST OF THE RESEARCH, THE GOAL IS FOR INVESTIGATORS TO THEN USE THIS MODEST AMOUNT OF FUNDING TO SECURE LARGER RESEARCH FUNDING OPPORTUNITIES THROUGH OTHER ENTITIES SUCH AS NIH AND NHLBI PROGRAMS ONCE THEIR EFFORTS AND PRELIMINARY RESULTS ARE IN. EACH CANDIDATE IS VETTED BY A COMMITTEE, COMPRISED OF EXPERTS IN THE FIELD AND APPOINTED BY THE AATS FOUNDATION BOARD. THE BOARD MONITORS THE COMMITTEE FOR THOROUGHNESS AND NON-BIAS REVIEWS AND SELECTIONS. ALL CANDIDATES ARE VETTED THROUGH THE SAME CRITERIA AND ELIGIBILITY FOR EACH AWARD THEY APPLY TO WHICH IS PUBLICLY AVAILABLE ON THE AATS FOUNDATION WEBSITE FOR TRANSPARENCY PURPOSES.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org0CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs0CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org0CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs0CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments0AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (6 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
DAVID R BOBBITT MSC MBA
CHIEF EXECUTIVE OFFICER$0$354,712$0$0$0$0$0$18,351$0$28,231$0$401,294$0$0
SPENCER MCGRATH
DIRECTOR OF PUBLICATIONS$0$183,075$0$20,000$0$0$0$10,551$0$26,007$0$239,633$0$0
MELISSA BINETTE
SENIOR DIRECTOR OF MEETING$0$166,181$0$19,000$0$0$0$9,576$0$26,823$0$221,580$0$0
CARA GENSEL-HRUBES
DIRECTOR OF IT$0$153,878$0$15,375$0$0$0$4,433$0$18,510$0$192,196$0$0
ISHAQUE ARTHUR
SR. PROGRAM MGR AQG$0$142,452$0$15,000$0$0$0$8,218$0$26,501$0$192,171$0$0
ADAM SILVA
DIRECTOR OF ADMINISTRATION$0$129,996$0$18,000$0$0$0$7,189$0$19,671$0$174,856$0$0

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 3FormAndLineReferenceDesc
ExplanationTHE AATS FOUNDATION HAS NO EMPLOYEES BUT ITS CHIEF EXECUTIVE OFFICER IS COMPENSATED BY ITS RELATED ORGANIZATION, AATS. THE AATS EXECUTIVE COMMITTEE MEETS ANNUALLY TO DETERMINE THE COMPENSATION OF THE CHIEF EXECUTIVE OFFICER BASED UPON A REVIEW OF PERFORMANCE COMPARED TO OBJECTIVES ESTABLISHED AT THE BEGINNING OF THE YEAR BY THE EXECUTIVE COMMITTEE, BOARD, AND THE CHIEF EXECUTIVE OFFICER. FOLLOWING THE EXECUTIVE COMMITTEE'S RECOMMENDATION, THE FULL BOARD VOTES TO APPROVE THE RECOMMENDED COMPENSATION.ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (6 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 1APER THE BY-LAWS, THE BOARD MAY APPOINT FROM THEIR NUMBER AN EXECUTIVE COMMITTEE CONSISTING OF THE PRESIDENT, THE VICE PRESIDENT, SECRETARY, AND THE TREASURER. THE EXECUTIVE COMMITTEE HAS THE AUTHORITY TO ACT ON BEHALF OF THE BOARD. NO OTHER COMMITTEES HAVE SUCH AUTHORITY.
FORM 990, PART VI, SECTION A, LINE 7BTHE AATS FOUNDATION BOARD IS APPOINTED BY THE AATS BOARD.
FORM 990, PART VI, SECTION B, LINE 11BFORM 990 IS REVIEWED BY THE CHIEF FINANCIAL OFFICER AND IS THEN PROVIDED TO THE CHIEF EXECUTIVE OFFICER, TREASURER FOR FINAL REVIEW BEFORE IT IS FILED. ADDITIONALLY, FORM 990 WILL BE PROVIDED TO THE FINANCE COMMITTEE AND BOARD VIA E-MAIL PRIOR TO FILING.
FORM 990, PART VI, SECTION B, LINE 12CANNUALLY, ALL MEMBERS OF THE BOARD OF DIRECTORS ARE REQUESTED TO COMPLETE A CONFLICT OF INTEREST DISCLOSURE FORM, WHICH IS KEPT ON FILE AND REVIEWED BY THE BOARD IF ANY CONFLICT IS INDICATED. THE CONFLICT OF INTEREST POLICY IS MONITORED THROUGH BOARD MEETINGS WHERE ALL MEMBERS REVIEW POLICIES. THE BOARD PRESIDENT AND CEO MONITOR THESE TASKS. IF A CONFLICT ARISES DURING THE YEAR, THE BOARD MEMBER SHALL IMMEDIATELY NOTIFY THE PRESIDENT OF THE BOARD, WHO WILL DETERMINE APPROPRIATE RESOLUTION. THE BOARD OF DIRECTORS SHALL BE RESPONSIBLE FOR MAKING ALL DECISIONS CONCERNING RESOLUTIONS OF CONFLICTS.
FORM 990, PART VI, SECTION B, LINE 15AMERICAN ASSOCIATION FOR THORACIC SURGERY, THE FOUNDATION'S RELATED ORGANIZATION, COMPENSATES SUCH INDIVIDUALS.
FORM 990, PART VI, SECTION C, LINE 19THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE UPON REQUEST.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp

Disregarded Entity Name DisregardedEntityName

FieldValueIRS element (for citing)
Business Name Line1AMERICAN ASSOCIATION FOR THORACIC SURGERYBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1800 CUMMINGS CENTER SUITE 350-VAddressLine1Txt
CityBEVERLYCityNm
State AbbreviationMAStateAbbreviationCd
ZIP01915ZIPCd
FieldValueIRS element (for citing)
EIN046406547EIN
Primary ActivitiesPROMOTE SCHOLARSHIP, INNOVATION, & LEADERSHIP FOR THORACIC & CARDIOVASCULARPrimaryActivitiesTxt
Legal Domicile StateILLegalDomicileStateCd
Exempt Code Section501(C)(6)ExemptCodeSectionTxt
Controlled Organization0ControlledOrganizationInd
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org0GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org0GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other OrgYes (1)LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org0LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org0RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org0PerformOfServicesForOthOrgInd
Perform Of Services By Other Org0PerformOfServicesByOtherOrgInd
Sharing Of FacilitiesYes (1)SharingOfFacilitiesInd
Paid Employees SharingYes (1)PaidEmployeesSharingInd
Reimbursement Paid To Other OrgYes (1)ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (2 entries)

Transaction TypeTransactionTypeTxtInvolvedInvolvedAmtMethod Of Amount DeterminationMethodOfAmountDeterminationTxt
AMERICAN ASSOCIATION FOR THORACIC SURGERY
N$411,617FAIR MARKET VALUE
AMERICAN ASSOCIATION FOR THORACIC SURGERY
D$2,419,682FAIR MARKET VALUE