2025-11-17T11:12:01-06:00 2024-12-31 GRASSI & CO CPA'S PC 6 OMNI WAY SUITE 201 CHELMSFORD MA 01824 990 2024-01-01 200198863 CONGENITAL HEART SURGEONS' SOCIETY CONG 9789278330 500 CUMMINGS CENTER SUITE 4400 BEVERLY MA 01915 GLEN VAN ARSDELL MD SECRETARY-TREASURER 9789278330 2025-11-12 1 0 BRENDAN E TOOLIN P01323447 9784522500 2025-11-12 2024 2025-03-06 01:10:19Z ROBERT D JAQUISS MD 500 CUMMINGS CENTER SUITE 4400 BEVERLY MA 01915 939872 0 X WWW.CHSS.ORG X 2003 IL TO ASSOCIATE PERSONS INTERESTED IN, AND CARRY ON ACTIVITIES RELATED TO, THE SCIENCE AND PRACTICE OF CONGENITAL HEART SURGERY, TO SPONSOR AND OVERSEE MULTI-INSTITUTIONAL CLINICAL STUDIES EVALUATING THE APPLICATION OF SURGICAL INTERVENTIONS IN CONGENITAL HEART DISEASE, TO ENCOURAGE AND STIMULATE INVESTIGATION AND STUDY THAT WILL INCREASE THE KNOWLEDGE OF CONGENITAL CARDIAC PHYSIOLOGY, PATHOLOGY AND THERAPY, AND TO CORRELATE AND DISSEMINATE SUCH KNOWLEDGE, TO HOLD SCIENTIFIC MEETINGS FEATURING FREE DISCUSSION OF PROBLEMS AND DEVELOPMENTS RELATING TO CONGENITAL HEART SURGERY, AND TO SUCCEED TO, AND CONTINUE TO CARRY ON THE ACTIVITIES FORMERLY CONDUCTED BY THE CONGENITAL HEART SURGEONS SOCIETY, AN UNINCORPORATED ASSOCIATION. 14 14 0 40 1503 0 311246 242717 694425 671806 35291 19549 -28 1503 1040934 935575 649541 583405 0 0 0 0 0 0 0 354898 286425 1004439 869830 36495 65745 948019 1132013 23678 78557 924341 1053456 X TO ASSOCIATE PERSONS INTERESTED IN, AND CARRY ON ACTIVITIES RELATED TO, THE SCIENCE AND PRACTICE OF CONGENITAL HEART SURGERY, TO SPONSOR AND OVERSEE MULTI-INSTITUTIONAL CLINICAL STUDIES EVALUATING THE APPLICATION OF SURGICAL INTERVENTIONS IN CONGENITAL HEART DISEASE, TO ENCOURAGE AND STIMULATE INVESTIGATION AND STUDY THAT WILL INCREASE THE KNOWLEDGE OF CONGENITAL CARDIAC PHYSIOLOGY, PATHOLOGY AND THERAPY, AND TO CORRELATE AND DISSEMINATE SUCH KNOWLEDGE, TO HOLD SCIENTIFIC MEETINGS FEATURING FREE DISCUSSION OF PROBLEMS AND DEVELOPMENTS RELATING TO CONGENITAL HEART SURGERY, AND TO SUCCEED TO, AND CONTINUE TO CARRY ON THE ACTIVITIES FORMERLY CONDUCTED BY THE CONGENITAL HEART SURGEONS SOCIETY, AN UNINCORPORATED ASSOCIATION. 0 0 587655 582655 558150 MEMBERSHIP - CENTER FOR RESEARCH & QUALITY (CRQ) FOLLOWS THE PROGRESS OF CONGENITAL HEART PATIENTS, PROVIDING RESULTS TO THE MEMBER INSTITUTIONS IN ORDER FOR THEM TO SEE THE LONG-TERM RESULTS, COMPLICATIONS, AND ADDITIONAL TREATMENTS AFTER SURGERY. 136811 750 113656 ANNUAL SCIENTIFIC MEETINGS FEATURE FREE DISCUSSION OF PROBLEMS AND DEVELOPMENTS RELATING TO CONGENITAL HEART SURGERY, ALLOWING PHYSICIANS TO LEARN THE LATEST TECHNIQUES AND STAY ABREAST OF ANY IMPROVEMENTS IN THEIR FIELD. 48319 COMMITTEES - MEETINGS DURING THE YEAR BY VARIOUS MEMBERS WHICH ENHANCE THE MEMBERSHIP BY KEEPING UPDATED ON NEW TECHNIQUES AND PROCEDURES. 25000 PUBLICATIONS - MAKING THE WORLD JOURNAL FOR PEDIATRIC AND CONGENTIAL HEART SURGERY AS OFFICIAL JOURNAL OF CHSS. 25000 797785 1 1 0 0 0 0 0 0 0 1 0 0 0 0 0 1 1 0 0 0 1 1 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 2 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 14 14 0 1 0 0 1 0 0 1 1 0 0 0 1 1 1 1 1 0 0 0 IL MA X PRRI 9789278330 500 CUMMINGS CENTER SUITE 4400 BEVERLY MA 01915 X ROBERT D JACQUISS MD PRESIDENT/VICE PRESIDENT 2.00 X X 0 0 0 JENNIFER C ROMANO MD VICE PRESIDENT/SEC-TREASURER 2.00 X X 0 0 0 GLEN VAN ARSDELL MD SEC-TREASURER/DIRECTOR 2.00 X X 0 0 0 DAVID M OVERMAN MD IMMEDIATE PAST PRESIDENT 2.00 X X 0 0 0 CHRISTOPHER A CALDRONE FRCS MD DIRECTOR 2.00 X 0 0 0 BAHAALDIN ALSOUFI MD DIRECTOR 2.00 X 0 0 0 LUCA A VRICELLA MD DIRECTOR 2.00 X 0 0 0 EMILE A BACHA MD DIRECTOR 2.00 X 0 0 0 CHARLES D FRASER MD DIRECTOR 2.00 X 0 0 0 CARLOS M MERY MD DIRECTOR 2.00 X 0 0 0 JAMES E O'BRIEN JR MD DIRECTOR 2.00 X 0 0 0 STEPHANIE FULLER MD DIRECTOR 2.00 X 0 0 0 MARSHALL L JACOBS MD HISTORIAN 2.00 X 0 0 0 CARL L BECKER MD EDITOR/DIRECTOR 2.00 X 0 0 0 JOSEPH A DEARANI MD PAST PRESIDENT (10/24) 2.00 X X 0 0 0 JAMES K KIRKLIN MD DIRECTOR (10/24) 2.00 X 0 0 0 0 0 0 0 0 0 0 0 87600 155117 242717 INSTITUTIONAL MEMBERSH 541900 536000 536000 ANNUAL MEETINGS 541900 113656 113656 INDIVIDUAL MEMBERSHIP 541900 22150 22150 671806 19549 19549 4000 4000 0 0 1800 297 1503 1503 935575 671806 1503 19549 147144 147144 750 750 435511 435511 71160 25618 45542 829 829 10780 10780 4885 4885 9422 9422 110443 110443 227 227 OFFICERS & COMMITTEES 48319 48319 PUBLICATION 25000 25000 CRQ EXPENSES 5000 5000 PRINTING & PUBLICATIONS 360 360 869830 797785 72045 0 157886 282621 776 776 27542 21359 6000 15231 28203 6679 715332 793365 12280 11982 948019 1132013 1070 12557 22608 66000 23678 78557 X 25627 -43554 898714 1097010 924341 1053456 948019 1132013 65745 63370 0 X 0 1 X 0 0 X 171087 119168 145766 311246 242717 989984 601075 687188 612992 694425 671806 3267486 772162 806356 758758 1005671 914523 4257470 798 95 759 1609 817 4078 73040 60870 21318 155228 798 95 73799 62479 22135 159306 4098164 12782 13176 12846 16932 19549 75285 12782 13176 12846 16932 19549 75285 784944 819532 771604 1022603 934072 4332755 0.94590 0.95270 0.01740 0.02000 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 815664 10317 78034 11655 892360 668867 48646 98151 815664 791798 8966 -131897 668867 676972 14469 104107 3750 791798 635787 12137 70129 41081 676972 1.00000 0 0 0 X 994357 63370 63370 930987 4885 -297 4588 935575 865242 0 865242 4885 -297 4588 869830 PART V, LINE 4: THE SOCIETY'S ENDOWMENT CONSISTS OF THE DONOR-RESTRICTED KIRKLIN/ASHLAND FELLOWSHIP FUND WHICH WAS ESTABLISHED TO SUPPORT THE CHSS DATA CENTER RESEARCH FELLOW. PART X, LINE 2: THE SOCIETY 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 SOCIETY TO EVALUATE AND DISCLOSE TAX POSITIONS THAT COULD HAVE AN EFFECT ON THE SOCIETYS FINANCIAL STATEMENTS. THE SOCIETY REPORTS ITS ACTIVITIES TO THE INTERNAL REVENUE SERVICE, THE COMMONWEALTH OF MASSACHUSETTS, AND THE STATE OF ILLINOIS 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 SOCIETYS INCOME, EXPENDITURES AND ACTIVITIES RELATE TO ITS EXEMPT PURPOSE, THEREFORE, MANAGEMENT HAS DETERMINED THAT THE SOCIETY IS NOT SUBJECT TO UNRELATED BUSINESS INCOME TAXES AND WILL CONTINUE TO QUALIFY AS A TAX-EXEMPT NOT-FOR-PROFIT ENTITY. PART XI, LINE 4B - OTHER ADJUSTMENTS: COST OF GOODS SOLD PART XII, LINE 4B - OTHER ADJUSTMENTS: COST OF GOODS SOLD 1 NORTH AMERICA - CANADA 0 0 GRANTS TO RECIPIENT 435511 0 0 0 0 0 0 435511 0 435511 NORTH AMERICA GENERAL SUPPORT 435511 WIRE TRANSFER 0 0 1 0 0 0 0 0 0 PART I, LINE 2: ORGANIZATION DOES NOT MONITOR USE OF GRANT FUNDS FOR RECIPIENT ORGANIZATIONS NOTED IN PART II AS THE GRANTS ARE MADE FOR THE GENERAL SUPPORT OF THE RECIPIENT ORGANIZATIONS. 1 CLEVELAND CLINIC FOUNDATION 9500 EUCLID AVE CLEVELAND OH 44195 912153073 501(C)3 147144 0 RESEARCH 1 0 RESIDENT COMPETITION AWARD 2 750 PART I, LINE 2: ORGANIZATION DOES NOT MONITOR USE OF GRANT FUNDS FOR RECIPIENT ORGANIZATIONS NOTED IN PART II AS THE GRANTS ARE MADE FOR THE GENERAL SUPPORT OF THE RECIPIENT ORGANIZATIONS. FORM 990, PART VI, SECTION A, LINE 3 THE PROFESSIONAL RELATIONS AND RESEARCH INSTITUTE (PRRI) OF BEVERLY,MASSACHUSETTS, 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 A, LINE 6 THE ORGANIZATION HAS FOUR CLASSES OF MEMBERS: HONORARY, EMERITUS,ASSOCIATE, AND ACTIVE. ACTIVE, EMERITUS, AND HONORARY MEMBERS HAVE VOTINGRIGHTS. FORM 990, PART VI, SECTION B, LINE 11B 990 IS REVIEWED BY THE ADMINISTRATIVE STAFF OF THE MANAGEMENT COMPANY (PRRI) AND IS THEN PROVIDED TO THE TREASURER FOR FINAL REVIEW BEFORE IT IS FILED. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY IS DISTRIBUTED, DISCUSSED AND UPDATED AT EACH COUNCIL MEETING IN ORDER FOR THE ORGANIZATION TO MONITOR AND ENFORCECOMPLIANCE WITH THE POLICY BY ALL OFFICERS AND DIRECTORS. 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