JOINT COUNCIL ON THORACIC SURGERY: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- JOINT COUNCIL ON THORACIC SURGERY (EIN 26-3487555)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-10-28
- IRS object ID
- 201303019349300695
- Schema version
- 2012v2.1
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-10-28T13:11:03-05:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 381357951 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PLANTE & MORAN PLLC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10 S RIVERSIDE PLAZA 9TH FLOOR | AddressLine1 |
| City | CHICAGO | City |
| State | IL | State |
| ZIP Code | 60606 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 263487555 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOINT COUNCIL ON THORACIC SURGERY EDUCATION INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | JOIN | NameControl |
| Phone | 3122025800 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 633 N ST CLAIR NO 2320 | AddressLine1 |
| City | CHICAGO | City |
| State | IL | State |
| ZIP Code | 60611 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | DOUGLAS MATHISEN MD | Name |
| Title | CHAIR | Title |
| Phone | 3122025800 | Phone |
| Date Signed | 2013-10-17 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | KIMBERLY A HAUMANN | Name |
| PTIN | P00546491 | PTIN |
| Phone | 3122071040 | Phone |
| Date Prepared | 2013-10-17 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | DOUGLAS MATHISEN | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 633 N ST CLAIR NO 2320 | AddressLine1 |
| City | CHICAGO | City |
| State | IL | State |
| ZIP Code | 60611 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 1270000 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.JCTSE.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 2008 | YearFormation |
| State Legal Domicile | IL | StateLegalDomicile |
| Activity Or Mission Description | TO ENHANCE AND COORDINATE THORACIC SURGERY EDUCATION IN THE U.S. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 6 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 6 | NbrIndependentVotingMembers |
| Total Nbr Employees | 0 | TotalNbrEmployees |
| Total Nbr Volunteers | 107 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 1000000 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 1270000 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 0 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 0 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 0 | InvestmentIncomePriorYear |
| Investment Income Current Year | 0 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 0 | OtherRevenuePriorYear |
| Other Revenue Current Year | 0 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 1000000 | TotalRevenuePriorYear |
| Total Revenue Current Year | 1270000 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 131820 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 97709 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 0 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 0 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 659449 | OtherExpensePriorYear |
| Other Expenses Current Year | 760193 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 791269 | TotalExpensesPriorYear |
| Total Expenses Current Year | 857902 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 208731 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 412098 | RevenuesLessExpensesCY |
| Total Assets BOY | 1759177 | TotalAssetsBOY |
| Total Assets EOY | 2166924 | TotalAssetsEOY |
| Total Liabilities BOY | 9215 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 4864 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 1749962 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 2162060 | NetAssetsOrFundBalancesEOY |
| Mission Description | TO ENHANCE AND COORDINATE THORACIC SURGERY EDUCATION IN THE US. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 722305 | Expense |
| Grants | 97709 | Grants |
| Description | BOOT CAMP - PROVIDED A REVIEW AND PRACTICE IN BASIC SKILLS ALL CARDIOTHORACIC RESIDENTS MUST MASTER. | Description |
| Total Program Service Expense | 722305 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 0 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 0 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 0 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 1 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 0 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 0 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 10 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 0 | NumberOfEmployees |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 6 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 6 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 1 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 1 | MembersOrStockholders |
| Election Of Board Members | 1 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 0 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 0 | CompensationProcessCEO |
| Compensation Process Other | 0 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | IL | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GEORGE BOHN | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 3122025800 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 633 N ST CLAIR 2320 | AddressLine1 |
| City | CHICAGO | City |
| State | IL | State |
| ZIP Code | 60611 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | X | NoListedPersonsCompensated |
Form990 Part VII Section A Form990PartVIISectionA (7 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation |
|---|---|---|---|---|---|---|
| DOUGLAS J MATHISEN MD | ||||||
| CHAIR | 1.00 | X | X | 0 | 0 | 0 |
| IRVING L KRON MD | ||||||
| VICE CHAIR | 1.00 | X | X | 0 | 0 | 0 |
| VALERIE RUSCH MD | ||||||
| TREASURER & SECRETARY | 1.00 | X | X | 0 | 0 | 0 |
| ALEXANDER PATTERSON MD | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| MARK ALLEN MD | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| DOUGLAS WOOD MD | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| DAMON MARQUIS | ||||||
| EXECUTIVE DIRECTOR | 5.00 | X | 0 | 0 | 0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 0 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 0 | TotalOtherCompensation |
| Number Individuals GT100 K | 0 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 0 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (2 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| UNIVERSITY OF WASHINGTON | |||||
| 1959 NE PACIFIC STREET SUITE BB-48 | SEATTLE | WA | 98195 | CONSULTING SERVICES | 315000 |
| THE SOCIETY OF THORACIC SURGEONS | |||||
| 633 N ST CLAIR NO 2320 | CHICAGO | IL | 60611 | MANAGEMENT SERVICES | 262154 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 2 | NumberOfContractorsGT100K |
| All Other Contributions | 1270000 | AllOtherContributions |
| Total Contributions | 1270000 | TotalContributions |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1270000 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $0 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | X | InfoInScheduleOPartIX |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 97709 | Total |
| Program Services | 97709 | ProgramServices |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 262154 | Total |
| Program Services | 157292 | ProgramServices |
| Management And General | 104862 | ManagementAndGeneral |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1887 | Total |
| Management And General | 1887 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8200 | Total |
| Management And General | 8200 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 362708 | Total |
| Program Services | 360448 | ProgramServices |
| Management And General | 2260 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 15735 | Total |
| Management And General | 15735 | ManagementAndGeneral |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4422 | Total |
| Program Services | 4422 | ProgramServices |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 53110 | Total |
| Program Services | 53110 | ProgramServices |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 42324 | Total |
| Program Services | 42324 | ProgramServices |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2643 | Total |
| Management And General | 2643 | ManagementAndGeneral |
Other Expenses OtherExpenses (2 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral |
|---|---|---|---|
| MEMBERSHIP & MEETING RE | 7000 | 7000 | |
| MISCELLANEOUS | 10 | 10 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 857902 | Total |
| Program Services | 722305 | ProgramServices |
| Management And General | 135597 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1634853 | BOY |
| EOY | 1856573 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 100000 | BOY |
| EOY | 300000 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1854 | BOY |
| EOY | 4795 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 22470 | BOY |
| EOY | 5556 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1759177 | BOY |
| EOY | 2166924 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9215 | BOY |
| EOY | 4864 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9215 | BOY |
| EOY | 4864 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1649962 | BOY |
| EOY | 1842060 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 100000 | BOY |
| EOY | 320000 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1749962 | BOY |
| EOY | 2162060 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1759177 | BOY |
| EOY | 2166924 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | 412098 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 0 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
FS Audited Basis FSAuditedBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Separate | X | FinancialStatementSeparate |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | 1 | AuditCommittee |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | X | PubliclySupportedOrg509a2 |
Gifts Grants Contrib Received509 GiftsGrantsContribReceived509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | 1325000 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1475000 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1000000 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1270000 | CurrentTaxYear |
| Total | 5070000 | Total |
Total509 Total509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | 1325000 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1475000 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1000000 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1270000 | CurrentTaxYear |
| Total | 5070000 | Total |
Amts Recd From Disqual Persons AmtsRecdFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | 1250000 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1125000 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1000000 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1250000 | CurrentTaxYear |
| Total | 4625000 | Total |
Amts From Subst Contributors AmtsFromSubstContributors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Support From DQ Ps Etc SupportFromDQPsEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | 1250000 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1125000 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1000000 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1250000 | CurrentTaxYear |
| Total | 4625000 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | 445000 | PublicSupportTotal509 |
Total Support Total TotalSupportTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | 1325000 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1475000 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1000000 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1270000 | CurrentTaxYear |
| Total | 5070000 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| First5 Years509 | X | First5Years509 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 0 | TotalOfBookValueLandBuildings |
| Footnote In Part XIII | X | FootnoteInPartXIII |
| Tot Revenue Etc Audited Fincl Stmt | 1270000 | TotRevenueEtcAuditedFinclStmt |
| Revenue Not Rptd F990 | 0 | RevenueNotRptdF990 |
| Revenue Subtotal | 1270000 | RevenueSubtotal |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 1270000 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 857902 | TotExpensesEtcAuditedFinclStmt |
| Expenses Not Rptd F990 | 0 | ExpensesNotRptdF990 |
| Expenses Subtotal | 857902 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 857902 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | Identifier |
| Return Reference | PART X, LINE 2: | ReturnReference |
| Explanation | JCTSE IS EXEMPT FROM INCOME TAX UNDER PROVISIONS OF INTERNAL REVENUE CODE SECTION 501(C)(3). ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY JCTSE AND RECOGNIZE A TAX LIABILITY IF JCTSE HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE IRS OR OTHER APPLICABLE TAXING JURISDICTIONS. MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY JCTSE AND HAS CONCLUDED THAT AS OF DECEMBER 31, 2012 AND 2011, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY OR DISCLOSURE IN THE FINANCIAL STATEMENTS. JCTSE IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. MANAGEMENT BELIEVES IT IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR YEARS PRIOR TO 2009. | Explanation |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Recipient Table RecipientTable
Recipient Name Business RecipientNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THORACIC SURGERY DIRECTORS ASSOCIATION | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 633 N ST CLAIR STREET - 23RD FLOOR | AddressLine1 |
| City | CHICAGO | City |
| State | IL | State |
| ZIP Code | 60611 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN Of Recipient | 561196918 | EINOfRecipient |
| IRC Section | 501(C)(3) | IRCSection |
| Amount Of Cash Grant | 97709 | AmountOfCashGrant |
| Purpose Of Grant | MEETING SUPPORT | PurposeOfGrant |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 1 | TotalNbrOf501C3AndGovtGrants |
| Total Nbr Of Other Organizations | 0 | TotalNbrOfOtherOrganizations |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PROCEDURE FOR MONITORING GRANTS IN THE U.S.: | Identifier |
| Return Reference | PART I, LINE 2: | ReturnReference |
| Explanation | SCHEDULE I, PART I, LINE 2: JOINT COUNCIL ON THORACIC SURGERY EDUCATION REQUIRES THE GRANTEE ORGANIZATIONS TO PROVIDE FINANCIAL STATEMENTS AND FULL ACCOUNTINGS OF ALL EXPENSES BEFORE ANY PAYMENTS ARE MADE. THE CONTRIBUTIONS ARE FOR A SPECIFIC USE AND ARE NOT PAID UNTIL THE REPORTS ARE PROVIDED TO MANAGEMENT. PREAPPROVAL IS GRANTED BY THE BOARD OF DIRECTORS. IN ADDITION, JOINT COUNCIL ON THORACIC SURGERY EDUCATION OFFICERS AND DIRECTORS HAVE ONGOING COMMUNICATION WITH MEMBERS OF THE GRANTEE ORGANIZATIONS' BOARDS REGARDING THE STATUS OF THEIR ACTIVITIES. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (7 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| FORM 990, PART VI, SECTION A, LINE 3 | THE ORGANIZATION HIRED AND RETAINED THE SOCIETY OF THORACIC SURGEONS (STS) TO PROVIDE ADMINISTRATIVE MANAGEMENT SERVICES AND TO PERFORM OTHER DUTIES AND SERVICES AS MAY BE ENTRUSTED TO STS IN ACCORDANCE WITH THE ORGANIZATIONS ARTICLES OF INCORPORATION, BYLAWS, RULES AND REGULATIONS, AND BUDGET. THE STS OFFICE SERVES AS HEADQUARTERS OFFICE OF THE ORGANIZATION. | |
| FORM 990, PART VI, SECTION A, LINE 6 | THE THREE MEMBERS OF THE CORPORATION ARE THE AMERICAN ASSOCIATION FOR THORACIC SURGERY, THE AMERICAN BOARD OF THORACIC SURGERY, AND THE SOCIETY OF THORACIC SURGEONS. EACH MEMBER SHALL BE ENTITLED TO ONE VOTE ON EACH MATTER SUBMITTED TO A VOTE OF THE MEMBERS. | |
| FORM 990, PART VI, SECTION A, LINE 7A | THE ORGANIZATION'S DIRECTORS (GOVERNING BODY) WITH VOTING RIGHTS ARE APPOINTED BY THREE INITIAL MEMBERS (AMERICAN ASSOCIATION FOR THORACIC SURGERY, AMERICAN BOARD OF THORACIC SURGERY, AND THE SOCIETY OF THORACIC SURGEONS). | |
| FORM 990, PART VI, SECTION B, LINE 11 | THE ORGANIZATION RETAINED THE SERVICES OF AN INDEPENDENT CPA FIRM TO PREPARE ITS FORM 990. THE MANAGEMENT COMPANY 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 CORPORATE OFFICERS. | |
| FORM 990, PART VI, SECTION B, LINE 12C | OFFICERS, DIRECTORS, AND OTHERS ARE ANNUALLY REQUIRED TO COMPLETE A CONFLICT OF INTEREST DISCLOSURE STATEMENT AS A REQUIREMENT OF SERVICE. THE STATEMENT ON JCTSE DISCLOSURE POLICY AND GUIDELINES REGARDING CONFLICTS OF INTEREST IS READ AT THE BEGINNING OF EVERY BOARD OF DIRECTORS AND COMMITTEE 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 C, LINE 19 | THE ORGANIZATION'S BYLAWS AND CONFLICT OF INTEREST POLICY ARE AVAILABLE TO THE PUBLIC IN THE JCTSE WEBSITE. OTHER GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON WRITTEN REQUEST TO THE ORGANIZATION. | |
| FORM 990, PART IX, LINE 11G | CONSULTANT - ONGOING: PROGRAM SERVICE EXPENSES 315,000. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 315,000. CONSULTANT - PROJECT BASED: PROGRAM SERVICE EXPENSES 44,500. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 44,500. STS/JCTSE JOINT SPONSORSHIP: PROGRAM SERVICE EXPENSES 928. MANAGEMENT AND GENERAL EXPENSES 2,260. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 3,188. OTHER FEES & SERVICES: PROGRAM SERVICE EXPENSES 20. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 20. | OTHER FEES |