SOCIETY OF THORACIC SURGEONS: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- SOCIETY OF THORACIC SURGEONS (EIN 36-3022713)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-09-30
- IRS object ID
- 201332739349300768
- 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
- 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) |
|---|---|---|
| Timestamp | 2013-09-30T12:39:03-05:00 | 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 | 363022713 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE SOCIETY OF THORACIC SURGEONS | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | SOCI | NameControl |
| Phone | 3122025800 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 633 N SAINT CLAIR ST STE 2320 | AddressLine1 |
| City | CHICAGO | City |
| State | IL | State |
| ZIP Code | 60611 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | ROBERT A WYNBRANDT | Name |
| Title | EXECUTIVE DIR & GENERAL COUNSEL | Title |
| Phone | 3122025800 | Phone |
| Date Signed | 2013-08-30 | 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 | 2013-08-30 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | ROBERT A WYNBRANDT | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 633 N SAINT CLAIR ST STE 2320 | AddressLine1 |
| City | CHICAGO | City |
| State | IL | State |
| ZIP Code | 60611 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 32020164 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c | X | Organization501c |
| Web Site | WWW.STS.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1971 | YearFormation |
| State Legal Domicile | IL | StateLegalDomicile |
| Activity Or Mission Description | TO ENHANCE THE ABILITY OF CARDIOTHORACIC SURGEONS TO PROVIDE THE HIGHEST QUALITY PATIENT CARE THROUGH EDUCATION, RESEARCH, AND ADVOCACY. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 15 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 15 | NbrIndependentVotingMembers |
| Total Nbr Employees | 56 | TotalNbrEmployees |
| Total Nbr Volunteers | 316 | TotalNbrVolunteers |
| Total Gross UBI | 878449 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 3149 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 1010183 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 2577069 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 12631710 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 13044811 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 1364411 | InvestmentIncomePriorYear |
| Investment Income Current Year | 829160 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 2610360 | OtherRevenuePriorYear |
| Other Revenue Current Year | 2726502 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 17616664 | TotalRevenuePriorYear |
| Total Revenue Current Year | 19177542 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 250000 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 1485000 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 4758925 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 5366030 | 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 | 9667650 | OtherExpensePriorYear |
| Other Expenses Current Year | 9697604 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 14676575 | TotalExpensesPriorYear |
| Total Expenses Current Year | 16548634 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 2940089 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 2628908 | RevenuesLessExpensesCY |
| Total Assets BOY | 31427882 | TotalAssetsBOY |
| Total Assets EOY | 38442706 | TotalAssetsEOY |
| Total Liabilities BOY | 9055849 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 11037155 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 22372033 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 27405551 | NetAssetsOrFundBalancesEOY |
| Mission Description | TO ENHANCE THE ABILITY OF CARDIOTHORACIC SURGEONS TO PROVIDE THE HIGHEST QUALITY PATIENT CARE THROUGH EDUCATION, RESEARCH, AND ADVOCACY. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Description | EDUCATION - PROVIDE EDUCATIONAL ACTIVITIES AND PUBLISH A JOURNAL REGARDING MEDICAL AND SCIENTIFIC INFORMATION TO MORE THAN 6,000 MEMBERS. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | HEALTH POLICY - EDUCATE MORE THAN 6,000 MEMBERS ABOUT EXISTING AND PROPOSED LEGISLATION AND REGULATIONS, AND EDUCATE GOVERNMENTAL BODIES ABOUT THE SPECIALTY. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | 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. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Described In501 C3 | 0 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Subject To Proxy Tax | 1 | 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 | 1 | 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 | 1 | 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 | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| 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 | 1 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 43 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 56 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 1 | UnrelatedBusinessIncome |
| Form990-T Filed | 1 | Form990-TFiled |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 1 | NonDeductibleContributions |
| Non Deductible Disclosure | 1 | NonDeductibleDisclosure |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 15 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 15 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | 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 | 1 | 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 | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| 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 SAINT CLAIR ST SUITE 2320 | AddressLine1 |
| City | CHICAGO | City |
| State | IL | State |
| ZIP Code | 60611 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (27 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Key EmployeeKeyEmployee | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|---|
| JEFFREY B RICH | ||||||||
| PRESIDENT | 12.00 | X | X | 38000 | 0 | 0 | ||
| DOUGLAS E WOOD | ||||||||
| FIRST VICE PRESIDENT | 12.00 | X | X | 1000 | 0 | 0 | ||
| DAVID A FULLERTON | ||||||||
| SECOND VICE PRESIDENT & SECRETARY | 3.00 | X | X | 31500 | 0 | 0 | ||
| KEITH S NAUNHEIM | ||||||||
| SECRETARY - ELECT | 12.00 | X | X | 1000 | 0 | 0 | ||
| ROBERT SD HIGGINS | ||||||||
| TREASURER* | 3.00 | X | X | 1000 | 0 | 0 | ||
| CAROLYN E REED | ||||||||
| TREASURER** | 1.00 | X | X | 0 | 0 | 0 | ||
| MICHAEL J MACK | ||||||||
| IMMEDIATE PAST PRESIDENT * | 2.00 | X | X | 0 | 0 | 0 | ||
| DOUGLAS J MATHISEN | ||||||||
| IMMEDIATE PAST PRESIDENT ** | 2.00 | X | X | 0 | 0 | 0 | ||
| FRIEDRICH W MOHR | ||||||||
| INTERNATIONAL DIRECTOR | 2.00 | X | 0 | 0 | 0 | |||
| CHRISTOPHER A CALDERONE | ||||||||
| CANADIAN DIRECTOR | 2.00 | X | 0 | 0 | 0 | |||
| JENNIFER S NELSON | ||||||||
| RESIDENT DIRECTOR | 2.00 | X | 0 | 0 | 0 | |||
| MARK S ALLEN | ||||||||
| DIRECTOR AT LARGE | 2.00 | X | 0 | 0 | 0 | |||
| JOSEPH F SABIK III | ||||||||
| DIRECTOR AT LARGE | 2.00 | X | 0 | 0 | 0 | |||
| WALTER H MERRILL | ||||||||
| DIRECTOR AT LARGE | 2.00 | X | 0 | 0 | 0 | |||
| JOHN H CALHOON | ||||||||
| DIRECTOR AT LARGE | 2.00 | X | 0 | 0 | 0 | |||
| RICHARD J SHEMIN | ||||||||
| DIRECTOR AT LARGE | 2.00 | X | 0 | 0 | 0 | |||
| CAMERON D WRIGHT | ||||||||
| DIRECTOR AT LARGE* | 2.00 | X | 0 | 0 | 0 | |||
| RICHARD H FEINS | ||||||||
| DIRECTOR AT LARGE** | 2.00 | X | 0 | 0 | 0 | |||
| ROBERT A WYNBRANDT | ||||||||
| EXEC DIRECTOR & GENERAL COUNSEL | 60.00 | X | 622503 | 0 | 92369 | |||
| SYLVIA L NOVICK | ||||||||
| DIR OF FINANCE & ADMINISTRATION | 40.00 | X | 219840 | 0 | 32504 | |||
| CYNTHIA A SHEWAN | ||||||||
| DIR OF RESEARCH & SCIENTIFIC AFFAIRS | 40.00 | 192873 | 0 | 18077 | X | |||
| DAMON K MARQUIS | ||||||||
| DIR OF EDU & MEMBER SERVICES | 40.00 | 162635 | 0 | 17911 | X | |||
| PHILLIP A BONGIORNO | ||||||||
| DIR OF GOV RELATIONS | 40.00 | 182683 | 0 | 35314 | X | |||
| W GRAHAME RUSH | ||||||||
| DIR OF INFORMATION SERVICES | 40.00 | 137570 | 0 | 26506 | X | |||
| GEORGE P BOHN | ||||||||
| CONTROLLER | 40.00 | 128934 | 0 | 23148 | X | |||
| DELAINE S SCHMITZ | ||||||||
| DIR OF QUALITY | 40.00 | 121563 | 0 | 10194 | X | |||
| WALTER C HAZLITT | ||||||||
| ASSOCIATE GENERAL COUNSEL | 40.00 | 117877 | 0 | 19638 | X | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 1958978 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 275661 | TotalOtherCompensation |
| Number Individuals GT100 K | 12 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| DUKE UNIVERSITY | |||||
| PO BOX 17969 | DURHAM | NC | 27715 | DATABASE WAREHOUSING SERVICES | 1756295 |
| CPUP DEPARTMENT OF SURGERY | |||||
| 3400 SPRUCE ST 4 SILVERSTEIN | PHILADELPHIA | PA | 19104 | PUBLISHING | 505195 |
| PSAV PRESENTATION SERVICES | |||||
| 23918 NETWORK PLACE | CHICAGO | IL | 60676 | AUDIO-VISUAL SERVICES | 384127 |
| SAVOR | |||||
| BROWARD COUNTY CONVENTION CENTER 19 | FORT LAUDERDALE | FL | 33316 | F&B FOR ANNUAL MEETING | 353049 |
| TELLIGEN | |||||
| 1776 W PARKWAY | WEST DES MOINES | IA | 50266 | DATA AUDITING CONSULTANT | 302040 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 12 | NumberOfContractorsGT100K |
| Government Grants | 634459 | GovernmentGrants |
| All Other Contributions | 1942610 | AllOtherContributions |
| Total Contributions | 2577069 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (5 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome | Unrelated Business RevenueUnrelatedBusinessRevenue |
|---|---|---|---|---|
| NATIONAL DATABASE | 611710 | 4446998 | 4446998 | |
| EDUCATIONAL MEETINGS | 611710 | 3858088 | 3858088 | |
| MEMBERSHIP DUES | 611710 | 2714359 | 2714359 | |
| PUBLICATIONS & SUBSCRIPTIONS | 611710 | 993461 | 993461 | |
| MANAGEMENT AGREEMENTS | 611710 | 878449 | 878449 |
Total Oth Program Service Revenue TotalOthProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 153456 | TotalRevenueColumn |
| Related Or Exempt Function Income | 153456 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 13044811 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1010224 | TotalRevenueColumn |
| Exclusion | $1,010,224 | ExclusionAmount |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 2661556 | TotalRevenueColumn |
| Exclusion | $2,661,556 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 64946 | Real |
Less Rental Expenses LessRentalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 0 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 64946 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 64946 | TotalRevenueColumn |
| Exclusion | $64,946 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 12661558 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 12842622 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -181064 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -181064 | TotalRevenueColumn |
| Exclusion | -$181,064 | ExclusionAmount |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 19177542 | TotalRevenueColumn |
| Related Or Exempt Function Income | 12166362 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 878449 | UnrelatedBusinessRevenue |
| Exclusion | $3,555,662 | 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 | 1485000 | Total |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1431213 | Total |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3169113 | Total |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 80158 | Total |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 404529 | Total |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 281017 | Total |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 62625 | Total |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 36765 | Total |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 45758 | Total |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3661438 | Total |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5130 | Total |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1825904 | Total |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 164283 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 539179 | Total |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 523784 | Total |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2303651 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 319697 | Total |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 64731 | Total |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal |
|---|---|
| GIFTS AND MEMORIALS | 49257 |
| DUES | 39532 |
| PROMOTIONAL EXPENSES | 30214 |
| MISCELLANEOUS | 25656 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 16548634 | Total |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2515766 | BOY |
| EOY | 3562991 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1301191 | BOY |
| EOY | 2304846 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1053235 | BOY |
| EOY | 1871579 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 921751 | BOY |
| EOY | 435420 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 3124932 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 1897147 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1393184 | BOY |
| EOY | 1227785 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 23008444 | BOY |
| EOY | 27731055 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1219758 | BOY |
| EOY | 1299767 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 14553 | BOY |
| EOY | 9263 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 31427882 | BOY |
| EOY | 38442706 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4265779 | BOY |
| EOY | 6004284 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4790070 | BOY |
| EOY | 5032871 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9055849 | BOY |
| EOY | 11037155 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 22003052 | BOY |
| EOY | 27010229 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 368981 | BOY |
| EOY | 395322 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 22372033 | BOY |
| EOY | 27405551 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 31427882 | BOY |
| EOY | 38442706 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | 2628908 | ReconcilationRevenueExpenses |
| Reconciliation Unrealized Invest | 2404611 | ReconciliationUnrealizedInvest |
| 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 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 C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantially All Dues Nondeduct | 0 | SubstantiallyAllDuesNondeduct |
| Only In House Lobbying | 0 | OnlyInHouseLobbying |
| Agree To Carryover Prior Year | 1 | AgreeToCarryoverPriorYear |
| Dues Assessments | 2358984 | DuesAssessments |
| Non Ded Lobby Political Current | 355575 | NonDedLobbyPoliticalCurrent |
| Non Ded Lobby Political Carryover | -545944 | NonDedLobbyPoliticalCarryover |
| Non Ded Lobby Political Total | -190369 | NonDedLobbyPoliticalTotal |
| Aggr Amt Reported In Dues Notices | 542566 | AggrAmtReportedInDuesNotices |
| Taxable | -$732,935 | TaxableAmount |
Schedule D IRS990ScheduleD
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1286402 | OtherCostOrOtherBasis |
| Depreciation | 589218 | Depreciation |
| Book Value | 697184 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 74772 | OtherCostOrOtherBasis |
| Depreciation | 74772 | Depreciation |
| Book Value | 0 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1763758 | OtherCostOrOtherBasis |
| Depreciation | 1233157 | Depreciation |
| Book Value | 530601 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 1227785 | TotalOfBookValueLandBuildings |
| Footnote In Part XIII | X | FootnoteInPartXIII |
| Tot Revenue Etc Audited Fincl Stmt | 21645411 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 2404611 | NetUnrealizedGainsInvestments |
| Other Revenues | 109016 | OtherRevenues |
| Revenue Not Rptd F990 | 2513627 | RevenueNotRptdF990 |
| Revenue Subtotal | 19131784 | RevenueSubtotal |
| Investment Expenses Not Included | 45758 | InvestmentExpensesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 45758 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 19177542 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 16627272 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 124395 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 124395 | ExpensesNotRptdF990 |
| Expenses Subtotal | 16502877 | ExpensesSubtotal |
| Investment Expenses Not Included2 | 45758 | InvestmentExpensesNotIncluded2 |
| Expenses Not Rptd On Fin Stmt | 45758 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 16548635 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII (3 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | 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 POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE IRS OR OTHER APPLICABLE TAXING AUTHORITIES. MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY THE SOCIETY 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. THE SOCIETY 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. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | EXCLUDE RELATED ORGANIZATION - PAC REVENUE 109,016. | |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | EXCLUDE RELATED ORGANIZATION - PAC EXPENSES 124,395. |
Schedule F IRS990ScheduleF
Accts Actvs Out US Table AcctsActvsOutUSTable (4 entries)
| RegionRegion | Number Of OfficesNumberOfOffices | Number Of EmployeesNumberOfEmployees | Type Of Activities ConductedTypeOfActivitiesConducted | Specific Services ProvidedSpecificServicesProvided | Total ExpendituresTotalExpenditures |
|---|---|---|---|---|---|
| EUROPE | 0 | 0 | EACTS MEETING | MEETING PARTICIPATION | 33304 |
| EUROPE | 0 | 0 | ESTS MEETINGESTS MEETING | MEETING PARTICIPATION | 11252 |
| MIDDLE EAST AND NORTH AFRICA | 0 | 0 | ASCTVS | MEETING PARTICIPATION | 9054 |
| CENTRAL AMERICA & THE CARIBBEAN | 0 | 0 | INVESTMENT IN HEDGE FUND | 1299767 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Number Of Offices | 0 | SubtotalNumberOfOffices |
| Subtotal Number Of Employees | 0 | SubtotalNumberOfEmployees |
| Cont Number Of Offices | 0 | ContNumberOfOffices |
| Cont Number Of Employees | 0 | ContNumberOfEmployees |
| Total Number Of Offices | 0 | TotalNumberOfOffices |
| Total Number Of Employees | 0 | TotalNumberOfEmployees |
| Subtotal Amount Spent | 1353377 | SubtotalAmountSpent |
| Cont Amount Spent | 0 | ContAmountSpent |
| Total Amount Spent | 1353377 | TotalAmountSpent |
| Transfer To Foreign Corp | 0 | TransferToForeignCorp |
| Interest In Foreign Trust | 0 | InterestInForeignTrust |
| Own Foreign Corp | 0 | OwnForeignCorp |
| Passive Foreign Invest Co | 0 | PassiveForeignInvestCo |
| Foreign Partnership | 0 | ForeignPartnership |
| Boycott Countries | 0 | BoycottCountries |
Form990 Schedule F Part V Form990ScheduleFPartV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | METHOD USED TO ACCCOUNT FOR EXPENDITURES: | Identifier |
| Explanation | SCHEDULE F, PART I, LINE 3: FAIR VALUE | Explanation |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Recipient Table RecipientTable (2 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant | Purpose Of GrantPurposeOfGrant |
|---|---|---|---|---|---|---|---|
| THE JOINT COUNCIL ON THORACIC SURGERY EDUCATION | |||||||
| 633 N SAINT CLAIR SUITE 2320 | CHICAGO | IL | 60611 | 263487555 | 501(C)(3) | 500000 | GENERAL SUPPORT |
| THE THORACIC SURGERY FOUNDATION FOR RESEARCH AND EDUCATION | |||||||
| 633 N SAINT CLAIR SUITE 2320 | CHICAGO | IL | 60611 | 363635910 | 501(C)(3) | 985000 | GENERAL SUPPORT |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 2 | TotalNbrOf501C3AndGovtGrants |
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: STS REQUIRES GRANTEE ORGANIZATIONS TO PROVIDE REPORTS FOR EACH OF OUR THREE BOARD OF DIRECTORS MEETINGS EACH YEAR. IN ADDITION, STS OFFICERS AND DIRECTORS HAVE ONGOING COMMUNICATION WITH MEMBERS OF EACH OF THE GRANTEE ORGANIZATIONS' BOARD OF DIRECTORS REGARDING THE STATUS OF THEIR RESPECTIVE ACTIVITIES AND THEIR WORK TOWARDS THEIR RESPECTIVE MISSIONS. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| First Class Or Charter Travel | X | FirstClassOrCharterTravel |
| Written Policy Re T And E Expenses | 1 | WrittenPolicyReTAndEExpenses |
| Substantiation Required | 1 | SubstantiationRequired |
| Independent Consultant | X | IndependentConsultant |
| Form990 Of Other Organizations | X | Form990OfOtherOrganizations |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 1 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
Form990 Schedule J Part II Form990ScheduleJPartII (7 entries)
| TitleTitle | Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ROBERT A WYNBRANDT | ||||||||||||||
| EXEC DIRECTOR & GENERAL COUNSEL | 498027 | 0 | 106702 | 0 | 17774 | 0 | 62500 | 0 | 29869 | 0 | 714872 | 0 | 22917 | 0 |
| SYLVIA L NOVICK | ||||||||||||||
| DIR OF FINANCE & ADMINISTRATION | 187185 | 0 | 24428 | 0 | 8227 | 0 | 11056 | 0 | 21448 | 0 | 252344 | 0 | 0 | 0 |
| CYNTHIA A SHEWAN | ||||||||||||||
| DIR OF RESEARCH & SCIENTIFIC AFFAIRS | 142390 | 0 | 30032 | 0 | 20451 | 0 | 7554 | 0 | 10523 | 0 | 210950 | 0 | 0 | 0 |
| DAMON K MARQUIS | ||||||||||||||
| DIR OF EDU & MEMBER SERVICES | 142514 | 0 | 18398 | 0 | 1723 | 0 | 7540 | 0 | 10371 | 0 | 180546 | 0 | 0 | 0 |
| PHILLIP A BONGIORNO | ||||||||||||||
| DIR OF GOV RELATIONS | 161680 | 0 | 19680 | 0 | 1323 | 0 | 9423 | 0 | 25891 | 0 | 217997 | 0 | 0 | 0 |
| W GRAHAME RUSH | ||||||||||||||
| DIR OF INFORMATION SERVICES | 100988 | 0 | 18404 | 0 | 18178 | 0 | 1618 | 0 | 24888 | 0 | 164076 | 0 | 0 | 0 |
| GEORGE P BOHN | ||||||||||||||
| CONTROLLER | 110359 | 0 | 10738 | 0 | 7837 | 0 | 2679 | 0 | 20469 | 0 | 152082 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII (2 entries)
| Return ReferenceReturnReference | ExplanationExplanation |
|---|---|
| PART I, LINE 1A | ONE PERSON (OFFICER)/ONE TRIP...ONE LEG OF SHORT NOTICE TRIP - ONLY SEAT AVAILABLE WAS FIRST CLASS ($1,292) |
| PART I, LINE 4B | ROBERT A. WYNBRANDT, EXECUTIVE DIRECTOR & GENERAL COUNSEL, RECEIVED A BENEFIT OF 50,000 THROUGH THE 457(F) PLAN. |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (8 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| FORM 990, PART VI, SECTION A, LINE 6 | THE ORGANIZATION IS A MEMBERSHIP SOCIETY AND HAS MORE THAN 6,000 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 CORPORATE OFFICERS. FINALLY, THE ORGANIZATION'S 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 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. THIS PROCESS LAST TOOK PLACE IN ITS ENTIRETY IN 2010; IT WAS AGAIN INITIATED IN 2012 FOR 2013 UTILIZATION. 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. THIS PROCESS LAST TOOK PLACE IN 2012. 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: TOTAL EXPENSES 730,123. RECRUITMENT: TOTAL EXPENSES 61,989. DATA AUDITING: TOTAL EXPENSES 360,187. DATA WAREHOUSING & ANALYSIS: TOTAL EXPENSES 2,432,585. TEMP. SERVICES: TOTAL EXPENSES 81,960. MISCELLANEOUS: TOTAL EXPENSES -5,406. | OTHER FEES |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SOCIETY OF THORACIC SURGEONS POLITICAL ACTION COMMITTEE | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 20 F STREET NW SUITE 310C | AddressLine1 |
| City | WASHINGTON | City |
| State | DC | State |
| ZIP Code | 20001 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 522017375 | EIN |
| Primary Activities | POLITICAL ACTION COMMITTEE | PrimaryActivities |
| Legal Domicile State | DC | LegalDomicileState |
| Exempt Code Section | 527 | ExemptCodeSection |
| Controlled Org | 0 | ControlledOrg |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 0 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 0 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Dividends Related Organization | 0 | DividendsRelatedOrganization |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 0 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 0 | SharingOfFacilities |
| Sharing Of Paid Employees | 0 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |