SOCIETY OF THORACIC SURGEONS: Form 990, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- SOCIETY OF THORACIC SURGEONS (EIN 36-3022713)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-11-16
- IRS object ID
- 201513209349312306
- Schema version
- 2014v5.0
- 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
- Form 990
- Schedule B
- Schedule C
- Schedule D
- Schedule F
- Schedule I
- Schedule J
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-11-16T15:40:23-06:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 381357951 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PLANTE & MORAN PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10 S RIVERSIDE PLAZA 9TH FLOOR | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60606 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2014-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 363022713 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE SOCIETY OF THORACIC SURGEONS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SOCI | BusinessNameControlTxt |
| Phone | 3122025800 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 633 N SAINT CLAIR ST STE 2320 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60611 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROBERT A WYNBRANDT | PersonNm |
| Person Title | EXECUTIVE DIR & GENERAL COUNSEL | PersonTitleTxt |
| Phone | 3122025800 | PhoneNum |
| Signature | 2015-11-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KIMBERLY A HAUMANN | PreparerPersonNm |
| PTIN | P00546491 | PTIN |
| Phone | 3122071040 | PhoneNum |
| Preparation | 2015-11-13 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | ROBERT A WYNBRANDT | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 633 N SAINT CLAIR ST STE 2320 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60611 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $26,740,618 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c | Yes (X) | Organization501cInd |
| Website Address | WWW.STS.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1971 | FormationYr |
| Legal Domicile State | IL | LegalDomicileStateCd |
| Activity Or Mission | TO ENHANCE THE ABILITY OF CARDIOTHORACIC SURGEONS TO PROVIDE THE HIGHEST QUALITY PATIENT CARE THROUGH EDUCATION, RESEARCH, AND ADVOCACY. | ActivityOrMissionDesc |
| Voting Members Governing Body | 16 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 16 | VotingMembersIndependentCnt |
| Total Employee | 61 | TotalEmployeeCnt |
| Total Volunteers | 286 | TotalVolunteersCnt |
| Total Gross UBI | $1,052,504 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $2,330 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $1,170,740 | PYContributionsGrantsAmt |
| CY Contributions Grants | $619,183 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $13,838,077 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $15,767,168 | CYProgramServiceRevenueAmt |
| PY Investment Income | $2,235,294 | PYInvestmentIncomeAmt |
| CY Investment Income | $2,305,199 | CYInvestmentIncomeAmt |
| PY Other Revenue | $2,644,514 | PYOtherRevenueAmt |
| CY Other Revenue | $2,424,518 | CYOtherRevenueAmt |
| PY Total Revenue | $19,888,625 | PYTotalRevenueAmt |
| CY Total Revenue | $21,116,068 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $297,707 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $75,372 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $6,002,625 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $6,337,611 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $9,365,362 | PYOtherExpensesAmt |
| CY Other Expenses | $10,475,664 | CYOtherExpensesAmt |
| PY Total Expenses | $15,665,694 | PYTotalExpensesAmt |
| CY Total Expenses | $16,888,647 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $4,222,931 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $4,227,421 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $43,967,204 | TotalAssetsBOYAmt |
| Total Assets EOY | $46,646,110 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $11,240,018 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $11,006,127 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $32,727,186 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $35,639,983 | NetAssetsOrFundBalancesEOYAmt |
| Mission | TO ENHANCE THE ABILITY OF CARDIOTHORACIC SURGEONS TO PROVIDE THE HIGHEST QUALITY PATIENT CARE THROUGH EDUCATION, RESEARCH, AND ADVOCACY. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Desc | EDUCATION - PROVIDE EDUCATIONAL ACTIVITIES AND PUBLISH A JOURNAL REGARDING MEDICAL AND SCIENTIFIC INFORMATION TO ALMOST 7,200 MEMBERS. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | HEALTH POLICY - EDUCATE ALMOST 7,200 MEMBERS ABOUT EXISTING AND PROPOSED LEGISLATION AND REGULATIONS, AND EDUCATE GOVERNMENTAL BODIES ABOUT THE SPECIALTY. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | QUALITY, RESEARCH, AND PATIENT SAFETY - DEVELOP AND MAINTAIN THE STS NATIONAL DATABASE FOR THORACIC SURGERY CLINICAL OUTCOMES, PROMULGATE CLINICAL PRACTICE GUIDELINES TO ENHANCE PATIENT CARE, AND ENGAGE IN RELATED ACTIVITIES. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Described In Section501c3 | 0 | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Subject To Proxy Tax | Yes (1) | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | 0 | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | 0 | TransactionWithControlEntInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 40 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 61 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | Yes (1) | NondeductibleContributionsInd |
| Nondeductible Contri Discl | Yes (1) | NondeductibleContriDisclInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 16 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 16 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GEORGE BOHN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3122025800 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 633 N SAINT CLAIR ST SUITE 2320 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60611 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (33 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| DAVID A FULLERTON | ||||||||
| PRESIDENT | 12.00 | Yes (X) | Yes (X) | $8,000 | $0 | $0 | ||
| MARK S ALLEN | ||||||||
| FIRST VICE-PRESIDENT | 12.00 | Yes (X) | Yes (X) | $1,000 | $0 | $0 | ||
| JOSEPH E BAVARIA | ||||||||
| SECOND VICE-PRESIDENT | 3.00 | Yes (X) | Yes (X) | $1,000 | $0 | $0 | ||
| KEITH S NAUNHEIM | ||||||||
| SECRETARY | 12.00 | Yes (X) | Yes (X) | $5,500 | $0 | $0 | ||
| ROBERT SD HIGGINS | ||||||||
| TREASURER | 3.00 | Yes (X) | Yes (X) | $1,000 | $0 | $0 | ||
| DOUGLAS WOOD | ||||||||
| IMMEDIATE PAST PRESIDENT | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| JEFFERY B RICH | ||||||||
| IMMEDIATE PAST PRESIDENT | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| CAMERON L STOCK JR | ||||||||
| RESIDENT DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| PIETER A KAPPETEIN | ||||||||
| INTERNATIONAL DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| FRIEDRICH W MOHR | ||||||||
| INTERNATIONAL DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| SHINICHI TAKAMOTO | ||||||||
| INTERNATIONAL DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| CHRISTOPHER A CALDERONE | ||||||||
| CANADIAN DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| SEAN C GRONDIN | ||||||||
| CANADIAN DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| TONY COELHO | ||||||||
| PUBLIC DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| JOSEPH F SABIK III | ||||||||
| DIRECTOR-AT-LARGE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| DAVID R JONES | ||||||||
| DIRECTOR-AT-LARGE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| JOHN H CALHOON | ||||||||
| DIRECTOR-AT-LARGE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| CAMERON D WRIGHT | ||||||||
| DIRECTOR-AT-LARGE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| EMILE A BACHA | ||||||||
| DIRECTOR-AT-LARGE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| SHANDA H BLACKMON | ||||||||
| DIRECTOR-AT-LARGE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| BRIAN F MEYERS | ||||||||
| DIRECTOR-AT-LARGE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| ROBERT A WYNBRANDT | ||||||||
| EXECUTIVE DIRECTOR & GENERAL COUNSEL | 60.00 | Yes (X) | $914,613 | $0 | $53,418 | |||
| SYLVIA L NOVICK | ||||||||
| DIRECTOR - FINANCE | 40.00 | $239,274 | $0 | $35,250 | Yes (X) | |||
| WILLIAM F SEWARD | ||||||||
| ASSOCIATE EXECUTIIVE DIRECTOR | 40.00 | $286,783 | $0 | $36,008 | Yes (X) | |||
| CYNTHIA M SHEWAN | ||||||||
| DIRECTOR - RESEARCH | 40.00 | $186,822 | $0 | $19,561 | Yes (X) | |||
| DELAINE S SCHMITZ | ||||||||
| DIRECTOR - QUALITY | 40.00 | $177,502 | $0 | $20,455 | Yes (X) | |||
| DAMON K MARQUIS | ||||||||
| DIRECTOR - EDUCTION AND MEMBERSHIP | 40.00 | $172,867 | $0 | $20,089 | Yes (X) | |||
| W GRAHAME RUSH | ||||||||
| DIRECTOR - INFORMATION SERVICES | 40.00 | $167,918 | $0 | $24,976 | Yes (X) | |||
| NATALIE J BODEN | ||||||||
| DIRECTOR - MARKETING AND COMMUNICATIONS | 40.00 | $155,743 | $0 | $33,004 | Yes (X) | |||
| COURTNEY YOHE | ||||||||
| DIRECTOR - GOVERNMENT RELATIONS | 40.00 | $138,170 | $0 | $10,032 | Yes (X) | |||
| GEORGE P BOHN | ||||||||
| CONTROLLER | 40.00 | $132,051 | $0 | $25,708 | Yes (X) | |||
| DONNA MCDONALD | ||||||||
| SENIOR MANAGER - NATIONAL DATABASE AND PATIENT SAF | 40.00 | $122,055 | $0 | $8,423 | Yes (X) | |||
| BETH J WINER | ||||||||
| SENIOR MANAGER - AFFILIATE ORGANIZATIONS | 40.00 | $108,976 | $0 | $18,366 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $2,819,274 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $305,290 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 12 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| DUKE UNIVERSITY | |||||
| PO BOX 17969 | DURHAM | NC | 27715 | DATA WAREHOUSING | $2,043,303 |
| MARRIOTT BUSINESS SERVICES | |||||
| PO BOX 402642 | ATLANTA | GA | 30384 | HOSPITALITY/MEETING EVENT | $705,439 |
| CPUP DEPARTMENT OF SURGERY | |||||
| 3400 SPRUCE STREET - 4 SILVERTEIN | PHILADELPHIA | PA | 19104 | PUBLISHING | $528,720 |
| PSAV NATIONAL OPERATIONS | |||||
| 23918 NETWORK PLACE | CHICAGO | IL | 60676 | AUDIO VISUAL | $499,749 |
| TELLIGEN | |||||
| 1776 W PARKWAY | WEST DES MOINES | IA | 50266 | DATA AUDITING CONSULTANT | $454,180 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 18 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $619,183 | AllOtherContributionsAmt |
| Total Contributions | $619,183 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| NATIONAL DATABASE | 611710 | $5,615,726 | $5,615,726 | |
| EDUCATIONAL MEETINGS | 611710 | $3,845,949 | $3,832,044 | $13,905 |
| MEMBERSHIP DUES | 611710 | $2,763,471 | $2,763,471 | |
| TVT REGISTRY | 611710 | $1,318,222 | $1,318,222 | |
| PUBLICATIONS & SUBSCRIPTIONS | 611710 | $1,078,314 | $1,078,314 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,145,486 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $131,887 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $1,013,599 | UnrelatedBusinessRevenueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $15,767,168 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,182,664 | TotalRevenueColumnAmt |
| Exclusion | $1,182,664 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,331,284 | TotalRevenueColumnAmt |
| Exclusion | $2,331,284 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $68,234 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $68,234 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $68,234 | TotalRevenueColumnAmt |
| Exclusion | $68,234 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $6,747,085 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $5,624,550 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,122,535 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,122,535 | TotalRevenueColumnAmt |
| Exclusion | $1,122,535 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | A.M. PROGRAM & ABSTRACT BOOKS | Desc |
| Business | 900004 | BusinessCd |
| Total Revenue Column | $25,000 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $25,000 | UnrelatedBusinessRevenueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $25,000 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $21,116,068 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $14,739,664 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $1,052,504 | UnrelatedBusinessRevenueAmt |
| Exclusion | $4,704,717 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,250 | TotalAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $50,122 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,124,563 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,365,331 | TotalAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $73,801 | TotalAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $434,221 | TotalAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $339,695 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $77,833 | TotalAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $50,698 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $133,855 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,330,733 | TotalAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,782,522 | TotalAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $189,955 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $448,166 | TotalAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $483,588 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,562,175 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $298,934 | TotalAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $58,897 | TotalAmt |
Other Expenses OtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MEMBERSHIP FEES | Desc |
| Total | $58,308 | TotalAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,888,647 | TotalAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,045,280 | BOYAmt |
| EOY | $3,838,264 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,306,841 | BOYAmt |
| EOY | $1,307,844 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $785,617 | BOYAmt |
| EOY | $949,195 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $733,650 | BOYAmt |
| EOY | $756,829 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $4,627,682 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $2,754,266 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,099,584 | BOYAmt |
| EOY | $1,873,416 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $33,346,553 | BOYAmt |
| EOY | $36,186,319 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,640,416 | BOYAmt |
| EOY | $1,724,980 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,263 | BOYAmt |
| EOY | $9,263 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $43,967,204 | BOYAmt |
| EOY | $46,646,110 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,726,718 | BOYAmt |
| EOY | $5,153,022 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,513,300 | BOYAmt |
| EOY | $5,853,105 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,240,018 | BOYAmt |
| EOY | $11,006,127 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $32,364,955 | BOYAmt |
| EOY | $35,277,963 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $362,231 | BOYAmt |
| EOY | $362,020 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $32,727,186 | BOYAmt |
| EOY | $35,639,983 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $43,967,204 | BOYAmt |
| EOY | $46,646,110 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $4,227,421 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$1,314,624 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantially All Dues Nonded | 0 | SubstantiallyAllDuesNondedInd |
| Only In House Lobbying | 0 | OnlyInHouseLobbyingInd |
| Agree Carryover Prior Year | Yes (1) | AgreeCarryoverPriorYearInd |
| Dues Assessments | $2,412,050 | DuesAssessmentsAmt |
| Non Deductible Lbbyng Pltcl CY | $213,178 | NonDeductibleLbbyngPltclCYAmt |
| Non Ded Lbbyng Pltcl Cyov | -$942,151 | NonDedLbbyngPltclCyovAmt |
| Non Deductible Lbbyng Pltcl Tot | -$728,973 | NonDeductibleLbbyngPltclTotAmt |
| Aggregate Reported Dues Ntc | $434,169 | AggregateReportedDuesNtcAmt |
| Taxable | -$1,163,142 | TaxableAmt |
Schedule D IRS990ScheduleD
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,399,508 | OtherCostOrOtherBasisAmt |
| Depreciation | $850,712 | DepreciationAmt |
| Book Value | $548,796 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $78,057 | OtherCostOrOtherBasisAmt |
| Depreciation | $76,871 | DepreciationAmt |
| Book Value | $1,186 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $3,150,117 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,826,683 | DepreciationAmt |
| Book Value | $1,323,434 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $1,873,416 | TotalBookValueLandBuildingsAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART X, LINE 2: | THE SOCIETY IS A NOT-FOR-PROFIT CORPORATION AND IS EXEMPT FROM TAX UNDER THE PROVISIONS OF INTERNAL REVENUE CODE SECTION 501(C)(6). ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE SOCIETY AND RECOGNIZE A TAX LIABILITY IF THE SOCIETY HAS TAKEN AN UNCERTAIN POSITIONS THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE IRS OR OTHER APPLICABLE TAX AUTHORITIES. MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY THE SOCIETY AND HAS CONCLUDED THAT AS OF DECEMBER 31, 2014, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY OR DISCLOSURE IN THE FINANCIAL STATEMENTS, SUBJECT TO THE RESULTS OF THE IRS AUDIT DISCUSSED IMMEDIATELY BELOW. THE SOCIETY IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS. THE IRS IS IN THE PROCESS OF AUDITING THE SOCIETY'S 2011 FORMS 990 AND 990-T AND, AS OF APRIL 9, 2015, IT HAD NOT CONCLUDED ITS AUDIT. MANAGEMENT DOES NOT EXPECT TO MAKE ANY ADJUSTMENTS. IN ADDITION, MANAGEMENT BELIEVES IT IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR YEARS PRIOR TO 2008. |
| FORM 990, PART IV, LINE 11F | ON AUGUST 11, 2015, THE SOCIETY'S RECEIVED IRS FORM 886A ("REVENUE AGENT REPORT") RELATED TO THE IRS AUDIT OF STS FORMS 990 AND 990-T FOR 2011, 2012 AND 2013, IN WHICH THE IRS REVENUE AGENT RESPONSIBLE FOR THE AUDIT CONCLUDED THAT ROYALTY REVENUE RECEIVED BY THE SOCIETY IN CONNECTION WITH THE ANNALS OF THORACIC SURGERY WAS TAXABLE INCOME. THE SOCIETY STRONGLY DISAGREES WITH THIS CONCLUSION, AND THEREFORE FILED A LETTER OF PROTEST AND REQUEST FOR APPEAL WITH THE IRS ON SEPTEMBER 8, 2015. THAT APPEAL IS NOW PENDING. |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp (4 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|---|
| NORTH AMERICA | 0 | 0 | AATS MEETING | MEETING PARTICIPATION | $14,642 |
| MIDDLE EAST | 0 | 0 | ASCVTS MEETINGESTS MEETING | MEETING PARTICIPATION | $19,955 |
| EUROPE | 0 | 0 | EACTS MEETING | MEETING PARTICIPATION | $45,622 |
| EUROPE | 0 | 0 | ESTS MEETING | MEETING PARTICIPATION | $13,648 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continutation Total Office | 0 | ContinutationTotalOfficeCnt |
| Continutation Total Employee | 0 | ContinutationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $93,867 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $93,867 | TotalSpentAmt |
| Transfer To Foreign Corp | 0 | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | 0 | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 3: | FormAndLineReferenceDesc |
| Explanation | FAIR VALUE | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| CAMPAIGN FOR TOBACCO-FREE KIDS | |||||||
| 1400 I STREET NW NO 1200 | WASHINGTON | DC | 20005 | 521969967 | 501C3 | $12,000 | GENERAL FUNDING |
| AMERICAN ASSOCIATION FOR THORACIC SURGERY | |||||||
| 500 CUMMINGS CENTER SUITE 4550 | BEVERLY | MA | 01915 | 046406547 | 501C6 | $9,250 | SCHOLARSHIP FUND |
| AMERICAN COLLEGE OF SURGEONS | |||||||
| 633 N ST CLAIR ST | CHICAGO | IL | 60611 | 362192800 | 501C3 | $4,000 | SCHOLARSHIP FUND |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 2 | Total501c3OrgCnt |
| Total Other Org | 1 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (2 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt |
|---|---|---|
| TRAVEL EXPENSE REIMBURSEMENT | 44 | $17,856 |
| LODGING EXPENSES PAID BY STS | 44 | $32,266 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | RECIPIENT RECEIVES A SCHOLARSHIP FOR TRAVEL AND LODGING EXPENSES AS APPROVED BY THE WORKFORCE (WF) ON THORACIC SURGERY RESIDENT ISSUES. CORRESPONDING EXPENSES ARE AUTHORIZED AND APPROVED BY STS STAFF IN ACCORDANCE WITH DIRECTIVES BY THE WF. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (1) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (9 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ROBERT A WYNBRANDT | ||||||||||||||
| EXECUTIVE DIRECTOR & GENERAL COUNSEL | $542,367 | $0 | $136,421 | $0 | $235,825 | $0 | $20,833 | $0 | $32,585 | $0 | $968,031 | $0 | $235,825 | $0 |
| SYLVIA L NOVICK | ||||||||||||||
| DIRECTOR - FINANCE | $221,089 | $0 | $18,185 | $0 | $0 | $0 | $12,350 | $0 | $22,900 | $0 | $274,524 | $0 | $0 | $0 |
| WILLIAM F SEWARD | ||||||||||||||
| ASSOCIATE EXECUTIIVE DIRECTOR | $278,742 | $0 | $8,041 | $0 | $0 | $0 | $9,518 | $0 | $26,490 | $0 | $322,791 | $0 | $0 | $0 |
| CYNTHIA M SHEWAN | ||||||||||||||
| DIRECTOR - RESEARCH | $172,586 | $0 | $12,796 | $0 | $1,440 | $0 | $7,709 | $0 | $11,852 | $0 | $206,383 | $0 | $0 | $0 |
| DELAINE S SCHMITZ | ||||||||||||||
| DIRECTOR - QUALITY | $164,834 | $0 | $12,668 | $0 | $0 | $0 | $8,216 | $0 | $12,239 | $0 | $197,957 | $0 | $0 | $0 |
| DAMON K MARQUIS | ||||||||||||||
| DIRECTOR - EDUCTION AND MEMBERSHIP | $158,153 | $0 | $13,274 | $0 | $1,440 | $0 | $7,678 | $0 | $12,411 | $0 | $192,956 | $0 | $0 | $0 |
| W GRAHAME RUSH | ||||||||||||||
| DIRECTOR - INFORMATION SERVICES | $155,442 | $0 | $12,476 | $0 | $0 | $0 | $8,522 | $0 | $16,454 | $0 | $192,894 | $0 | $0 | $0 |
| NATALIE J BODEN | ||||||||||||||
| DIRECTOR - MARKETING AND COMMUNICATI | $143,809 | $0 | $11,934 | $0 | $0 | $0 | $8,037 | $0 | $24,967 | $0 | $188,747 | $0 | $0 | $0 |
| GEORGE P BOHN | ||||||||||||||
| CONTROLLER | $124,304 | $0 | $7,747 | $0 | $0 | $0 | $2,767 | $0 | $22,941 | $0 | $157,759 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 4B | FormAndLineReferenceDesc |
| Explanation | ROBERT A. WYNBRANDT, EXECUTIVE DIRECTOR & GENERAL COUNSEL, RECEIVED A BENEFIT OF $8,333 THROUGH THE 457(F) PLAN. THE PLAN WAS TERMINATED DURING 2014 WITH A TOTAL DISTRIBUTION TO PARTICIPANT. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (9 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | DR. FULLERTON IS A NON-COMPENSATED MEMBER OF THE BOARD OF DIRECTORS OF GENESEE BIOMEDICAL WHICH PAID STS A FEE TO EXHIBIT AT THE STS ANNUAL MEETING. |
| FORM 990, PART VI, SECTION A, LINE 6 | THE ORGANIZATION IS A MEMBERSHIP SOCIETY AND HAS ALMOST 7,200 MEMBERS. |
| FORM 990, PART VI, SECTION A, LINE 7A | MEMBERS OF THE GOVERNING BODY ARE ELECTED BY THE MEMBERSHIP AT ITS ANNUAL MEETING PURSUANT TO THE ORGANIZATION'S BYLAWS. |
| FORM 990, PART VI, SECTION A, LINE 7B | CERTAIN DECISIONS OF THE GOVERNING BODY (E.G., REGARDING DUES AND BYLAWS AMENDMENTS) ARE SUBJECT TO APPROVAL BY MEMBERS. |
| FORM 990, PART VI, SECTION B, LINE 11 | THE ORGANIZATION RETAINED THE SERVICES OF AN INDEPENDENT CPA FIRM TO PREPARE ITS FORM 990. MANAGEMENT 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 SENIOR CORPORATE OFFICERS. FINALLY, THE ORGANIZATION'S SENIOR OFFICERS MET WITH MANAGEMENT AND DISCUSSED THE RETURN PRIOR TO FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | OFFICERS, DIRECTORS, KEY EMPLOYEES, AND OTHERS ARE ANNUALLY REQUIRED TO COMPLETE A CONFLICT OF INTEREST DISCLOSURE STATEMENT AS A REQUIREMENT OF SERVICE. THE STATEMENT ON STS DISCLOSURE POLICY AND GUIDELINES REGARDING CONFLICTS OF INTEREST IS READ AT THE BEGINNING OF EVERY BOARD OF DIRECTORS, COMMITTEE, COUNCIL OPERATING BOARD, AND WORKFORCE 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 B, LINE 15 | 15A. THE SOCIETY ENGAGES AN INDEPENDENT COMPENSATION CONSULTANT PERIODICALLY, USUALLY EVERY TWO OR THREE YEARS, TO PERFORM A MARKET SALARY ANALYSIS FOR THE EXECUTIVE DIRECTOR & GENERAL COUNSEL POSITION. THE SAME PROCESS THAT IS USED TO DETERMINE THE SALARY FOR THE EXECUTIVE DIRECTOR & GENERAL COUNSEL AS FOR STS EMPLOYED STAFF DIRECTORS, INCLUDING COMPARATIVE SALARY DATA FOR SIMILAR POSITIONS OBTAINED FROM FORMS 990 OF OTHER NATIONAL MEDICAL SPECIALTY SOCIETIES. THIS INFORMATION IS SHARED WITH THE EXECUTIVE COMMITTEE WHICH DETERMINES THE NEW LEVEL OF COMPENSATION AND COMMUNICATES THE SALARY INFORMATION TO THE EXECUTIVE DIRECTOR & GENERAL COUNSEL AND TO THE DIRECTOR OF FINANCE & ADMINISTRATION FOR IMPLEMENTATION. AN INDEPENDENT COMPENSATION CONSULTANT WAS UTILIZED AS A PART OF THIS PROCESS IN 2012, BUT NOT IN 2013 OR 2014. AN ADJUSTMENT IS MADE TO THE EXECUTIVE DIRECTOR & GENERAL COUNSEL'S SALARY ANNUALLY FOR A MERIT INCREASE, WHICH IS BASED ON A FORMAL PERFORMANCE EVALUATION. 15B. COMPENSATION - THE SOCIETY ENGAGES AN INDEPENDENT COMPENSATION CONSULTANT PERIODICALLY, USUALLY EVERY TWO OR THREE YEARS, TO PERFORM A MARKET SALARY ANALYSIS FOR STS POSITIONS. THE CONSULTANT MEETS WITH THE EXECUTIVE DIRECTOR & GENERAL COUNSEL AND EACH STAFF DIRECTOR TO ASCERTAIN INFORMATION RELEVANT TO EACH POSITION. THE CONSULTANT ALSO REVIEWS EACH OF THE POSITION DESCRIPTIONS, DETERMINES APPROPRIATE MATCHES FROM COMPENSATION MARKET SURVEYS, E.G., TOWERS WATSON, PRM, ASSOCIATION FORUM, AND ASAE, FOR COMPARABLE POSITIONS AT SIMILARLY SITUATED ORGANIZATIONS, AND COMPILES AND ANALYZES THIS MARKET DATA FOR EACH POSITION. THE CONSULTANT MEETS WITH THE EXECUTIVE DIRECTOR & GENERAL COUNSEL AND THE DIRECTOR OF FINANCE & ADMINISTRATION TO REVIEW THE COMPENSATION ANALYSIS, AND MAKES ADJUSTMENTS TO THE ANALYSIS, AS APPROPRIATE, BASED ON ADDITIONAL DATA PROVIDED BY THE EXECUTIVE DIRECTOR & GENERAL COUNSEL AND DIRECTOR OF FINANCE & ADMINISTRATION. UTILIZING THE CONSULTANT'S ANALYSIS, THE EXECUTIVE DIRECTOR & GENERAL COUNSEL MAKES SALARY ADJUSTMENTS AND COMMUNICATES NEW SALARIES IN WRITING TO OTHER KEY EMPLOYEES OF THE ORGANIZATION, AND SENDS THE DATA TO THE STS TREASURER FOR REVIEW. AN INDEPENDENT COMPENSATION CONSULTANT WAS UTILIZED AS PART OF THIS PROCESS IN 2012, BUT NOT IN 2013 OR 2014. ADJUSTMENTS ARE MADE TO SALARIES ANNUALLY FOR MERIT INCREASES, WHICH ARE BASED ON FORMAL PERFORMANCE EVALUATIONS. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION'S BYLAWS AND KEY GOVERNANCE POLICIES ARE AVAILABLE TO THE PUBLIC ON THE STS WEBSITE. OTHER GOVERNING DOCUMENTS, AS WELL AS THE ORGANIZATION'S CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON WRITTEN REQUEST TO THE ORGANIZATION. |
| FORM 990, PART IX, LINE 11G | CONSULTANTS 909,502. RECRUITMENT 203,171. DATA AUDITING 473,466. DATA WAREHOUSING & ANALYSIS 2,298,722. TEMP. SERVICES 121,573. MISCELLANEOUS 69,146. VENDOR CERTIFICATIONS 255,153. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Controlled OrganizationControlledOrganizationInd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt |
|---|---|---|---|---|---|---|---|---|---|
| SOCIETY OF THORACIC SURGEONS POLITICAL ACTION COMMITTEE | |||||||||
| 20 F STREET NW SUITE 310C | WASHINGTON | DC | 20001 | 522017375 | POLITICAL ACTION COMMITTEE | DC | 527 | 0 | |
| THORACIC SURGERY FOUNDATION FOR RESEARCH AND EDUCATION (TSFRE) | |||||||||
| 633 N ST CLAIR ST 23RD FL | CHICAGO | IL | 60611 | 363635910 | RESEARCH AND EDUCATION | IL | 501 | Yes (1) | SOCIETY OF THORACIC SURGEONS |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (1) | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (1) | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (2 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| TSFRE | ||
| R | $367,639 | CASH PAID |
| TSFRE | ||
| S | $190,975 | CASH PAID |