STRATEGY STUDIO / PUBLIC DATA EXPLORER

SOCIETY OF UNIVERSITY SURGEONS FOUNDATION: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
SOCIETY OF UNIVERSITY SURGEONS FOUNDATION (EIN 91-1712473)
Tax period
2024-01-01 to 2024-12-31
Filed
2025-11-17
IRS object ID
202533219349103913
Schema version
2024v5.2
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)
Return2025-11-17T10:12:57-08:00ReturnTs
Tax Period End2024-12-31TaxPeriodEndDt

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 Begin2024-01-01TaxPeriodBeginDt

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
Signature2025-11-17SignatureDt
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)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$502,138FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$132,387ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$9,329DividendsRevAndExpnssAmt
Dividends Net Invst Incm$9,329DividendsNetInvstIncmAmt
Dividends Adj Net Incm$9,329DividendsAdjNetIncmAmt
Total Rev And Expnss$141,716TotalRevAndExpnssAmt
Total Net Invst Incm$9,329TotalNetInvstIncmAmt
Total Adj Net Incm$9,329TotalAdjNetIncmAmt
Accounting Fees Rev And Expnss$1,375AccountingFeesRevAndExpnssAmt
Other Expenses Rev And Expnss$18,281OtherExpensesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$19,656TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$79,516ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$79,516ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$99,172TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$79,516TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$42,544ExcessRevenueOverExpensesAmt
Net Investment Income$9,329NetInvestmentIncomeAmt
Adjusted Net Income$9,329AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$90,109CashBOYAmt
Cash EOY$140,393CashEOYAmt
Cash EOYFMV$140,393CashEOYFMVAmt
Other Investments BOY$305,053OtherInvestmentsBOYAmt
Other Investments EOY$330,645OtherInvestmentsEOYAmt
Other Investments EOYFMV$330,645OtherInvestmentsEOYFMVAmt
Other Assets BOY$45,000OtherAssetsBOYAmt
Other Assets EOY$31,100OtherAssetsEOYAmt
Other Assets EOYFMV$31,100OtherAssetsEOYFMVAmt
Total Assets BOY$440,162TotalAssetsBOYAmt
Total Assets EOY$502,138TotalAssetsEOYAmt
Total Assets EOYFMV$502,138TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$440,162NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$502,138NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$440,162TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$502,138TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$440,162TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$502,138TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$440,162TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$42,544ExcessRevenueOverExpensesAmt
Other Increases$19,432OtherIncreasesAmt
Subtotal$502,138SubtotalAmt
Tot Net Ast Or Fund Balances EOY$502,138TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$130InvestmentIncomeExciseTaxAmt
Subtotal$130SubtotalAmt
Tax Based On Investment Income$130TaxBasedOnInvestmentIncomeAmt
Tax Due$130TaxDueAmt
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 (15 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
SUNDEEP KESWANI
6701 FANNIN STREETHOUSTONTX77030Director0.00$0
MELANIE MORRIS
11300 W OLYMPIC BLVD STE 600LOS ANGELESCA90064Treasurer0.00$0
ASH GOSAIN
1204 W MAIN STCHARLOTTESVILLEVA22903Secretary0.00$0
O JOE HINES
10833 LE CONTE AVENUELOS ANGELESCA90095President0.00$0
CATHERINE HUNTER
1200 Childrens Ave 2eOklahoma CityOK73104Director0.00$0
ALLAN TSUNG
3459 FIFTH AVENUE 7 SOUTHPITTSBURGPA15213Director0.00$0
ERNEST RAMSAY CAMP
1919 OLD SPANISH TRAILHOUSTONTX77054Director0.00$0
WADDAH AL-REFAIE
7710 MERCY RD SUITE 2000OMAHANE68124Director0.00$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$320,301AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$171,428AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$491,729TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$491,729AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$7,376CashDeemedCharitableAmt
Net Vl Noncharitable Assets$484,353NetVlNoncharitableAssetsAmt
Minimum Investment Return$24,218MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$24,218MinimumInvestmentReturnAmt
Tax Based On Investment Income$130TaxBasedOnInvestmentIncomeAmt
Total Tax$130TotalTaxAmt
Distributable Before Adj$24,088DistributableBeforeAdjAmt
Distributable Before Ded$24,088DistributableBeforeDedAmt
Distributable As Adjusted$24,088DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$79,516ExpensesAndContributionsAmt
Qualifying Distributions$79,516QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$24,088DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$73,355ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$44,032ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$39,530ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$90,268ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$104,641ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$351,826TotalExcessDistributionCyovAmt
Qualifying Distributions$79,516QualifyingDistributionsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$24,088AppliedToCurrentYearAmt
Remaining Distri From Corpus$55,428RemainingDistriFromCorpusAmt
Total Corpus$407,254TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$73,355ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$333,899ExcessDistriCyovToNextYrAmt
Excess From Year4$44,032ExcessFromYear4Amt
Excess From Year3$39,530ExcessFromYear3Amt
Excess From Year2$90,268ExcessFromYear2Amt
Excess From Year1$104,641ExcessFromYear1Amt
Excess From Current Year$55,428ExcessFromCurrentYearAmt

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
THE REGENTS OF THE UNIV OF MICHIGAN
503 THOMPSON STANN ARBORMI48109NONEN/ARESEARCH GRANT$30,000
UNIVERSITY OF SOUTHERN CALIFORNIA
1520 SAN PABLO ST STE 4256LOS ANGELESCA90033NONEN/ARESEARCH GRANT$5,000
THOMAS WEISER MD
300 PASTEUR DRIVESTANFORDCA94305NONEIRESEARCH GRANT$500
KEVIN LI MD
8744 CONCOURSE COURTSAN DIEGOCA92123NONEITRAVEL AWARD$1,516
SOCIETY OF UNIVERSITY SURGEONS
11300 WEST OLYMPIC BLVD STE 600LOS ANGELESCA90064RELATED PARTYN/AJUMPSTART FUNDING$12,500
SOCIETY OF UNIVERSITY SURGEONS
11300 WEST OLYMPIC BLVD STE 600LOS ANGELESCA90064RELATED PARTYN/ARESEARCH GRANT$30,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$79,516TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$9,329ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$9,329ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$9,329TotalIncomeProducingActyAmt

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 (4 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtPerson ContributionPersonContributionInd
SOCIETY OF UNIVERSITY SURGEONS
111300 W OLYMPIC BLVD STE 600LOS ANGELESCA90064$30,000Yes (X)
ELSEVIER
21600 JOHN F KENNEDY BLVDPHILADELPHIAPA191032899$30,000Yes (X)
KARL STORZ ENDOSCOPY-AMERICA INC
32151 E GRAND AVENUEEL SEGUNDOCA902455017$40,000Yes (X)
JEFFREY MATTHEWS
45841 S MARYLAND AVECHICAGOIL60637$5,000Yes (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$330,645BookValueAmt
EOYFMV$330,645EOYFMVAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescDue from Society of University SurgeonsDesc
BOY Book Value$45,000BOYBookValueAmt
EOY Book Value$31,100EOYBookValueAmt
EOYFMV$31,100EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt
Bank/Credit Card Charges$1,471
Contingency$518
Investment Acount Fees$3,168
Management Fees$12,000
Postage$1
Supplies$1,123