JOINT COUNCIL ON THORACIC SURGERY: Form 990, tax year 2011

View the entire original 990 at ProPublica ↗

Organization: JOINT COUNCIL ON THORACIC SURGERY (EIN 26-3487555)
Tax period: 2011-01-01 to 2011-12-31
Filed: 2012-11-14
IRS object ID: 201233199349302273
Schema version: 2011v1.2
Source: Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header
Form 990
Schedule A
Schedule B
Schedule D
Schedule I
Schedule O

Return header ReturnHeader

Field	Value	IRS element (for citing)
Timestamp	2012-11-14T10:12:14-06:00	Timestamp
Tax Period End Date	2011-12-31	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	2011-01-01	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	IRVING L KRON MD	Name
Title	VICE CHAIR	Title
Phone	3122025800	Phone
Date Signed	2012-11-07	DateSigned
Authorize Third Party	1	AuthorizeThirdParty

Preparer Preparer

Field	Value	IRS element (for citing)
Name	DAVID LOWENTHAL	Name
PTIN	P00081821	PTIN
Phone	3122071040	Phone
Date Prepared	2012-11-07	DatePrepared

Field	Value	IRS element (for citing)
Tax Year	2011	TaxYear
Build TS	2016-02-24 21:20:13Z	BuildTS

Form 990 IRS990

Field	Value	IRS element (for citing)
Name Of Principal Officer Person	DAMON MARQUIS	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	1000000	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 US.	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	1475000	ContributionsGrantsPriorYear
Contributions Grants Current Year	1000000	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	1475000	TotalRevenuePriorYear
Total Revenue Current Year	1000000	TotalRevenueCurrentYear
Grants And Similar Amnts Prior Year	66016	GrantsAndSimilarAmntsPriorYear
Grants And Similar Amnts CY	131820	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	634874	OtherExpensePriorYear
Other Expenses Current Year	659449	OtherExpensesCurrentYear
Total Expenses Prior Year	700890	TotalExpensesPriorYear
Total Expenses Current Year	791269	TotalExpensesCurrentYear
Revenues Less Expenses Prior Year	774110	RevenuesLessExpensesPriorYear
Revenues Less Expenses CY	208731	RevenuesLessExpensesCY
Total Assets BOY	1548104	TotalAssetsBOY
Total Assets EOY	1759177	TotalAssetsEOY
Total Liabilities BOY	6873	TotalLiabilitiesBOY
Total Liabilities EOY	9215	TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY	1541231	NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY	1749962	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	131820	Expense
Grants	131820	Grants
Description	BOOT CAMP - PROVIDED A REVIEW AND PRACTICE IN BASIC SKILLS ALL CARDIOTHORACIC RESIDENTS MUST MASTER.	Description
Total Program Service Expense	131820	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
Transaction Related Entity	0	TransactionRelatedEntity
Transfers To Exempt Non Chrtbl Org	0	TransfersToExemptNonChrtblOrg
Activities Conducted Partnership	0	ActivitiesConductedPartnership
Schedule O Required	1	ScheduleORequired
Number Forms Transmitted With1096	4	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
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	0	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	0	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	213089

Field	Value	IRS element (for citing)
Number Of Contractors GT100 K	2	NumberOfContractorsGT100K
All Other Contributions	1000000	AllOtherContributions
Total Contributions	1000000	TotalContributions

Total Revenue TotalRevenue

Field	Value	IRS element (for citing)
Total Revenue Column	1000000	TotalRevenueColumn
Related Or Exempt Function Income	0	RelatedOrExemptFunctionIncome
Unrelated Business Revenue	0	UnrelatedBusinessRevenue
Exclusion	$0	ExclusionAmount

Grants To Domestic Orgs GrantsToDomesticOrgs

Field	Value	IRS element (for citing)
Total	131820	Total
Program Services	131820	ProgramServices

Fees For Services Management FeesForServicesManagement

Field	Value	IRS element (for citing)
Total	213089	Total
Management And General	213089	ManagementAndGeneral

Fees For Services Legal FeesForServicesLegal

Field	Value	IRS element (for citing)
Total	99	Total
Management And General	99	ManagementAndGeneral

Fees For Services Accounting FeesForServicesAccounting

Field	Value	IRS element (for citing)
Total	8000	Total
Management And General	8000	ManagementAndGeneral

Fees For Services Other FeesForServicesOther

Field	Value	IRS element (for citing)
Total	2178	Total
Management And General	2178	ManagementAndGeneral

Office Expenses OfficeExpenses

Field	Value	IRS element (for citing)
Total	12632	Total
Management And General	12632	ManagementAndGeneral

Travel Travel

Field	Value	IRS element (for citing)
Total	83378	Total
Management And General	83378	ManagementAndGeneral

Conferences Meetings ConferencesMeetings

Field	Value	IRS element (for citing)
Total	22388	Total
Management And General	22388	ManagementAndGeneral

Insurance Insurance

Field	Value	IRS element (for citing)
Total	2634	Total
Management And General	2634	ManagementAndGeneral

Other Expenses OtherExpenses

Field	Value	IRS element (for citing)
Description	SURGICAL DIRECTOR OF ED	Description
Total	315000	Total
Management And General	315000	ManagementAndGeneral

All Other Expenses AllOtherExpenses

Field	Value	IRS element (for citing)
Total	51	Total
Management And General	51	ManagementAndGeneral

Total Functional Expenses TotalFunctionalExpenses

Field	Value	IRS element (for citing)
Total	791269	Total
Program Services	131820	ProgramServices
Management And General	659449	ManagementAndGeneral
Fundraising	0	Fundraising

Cash Non Interest Bearing CashNonInterestBearing

Field	Value	IRS element (for citing)
BOY	1360388	BOY
EOY	1634853	EOY

Pledges And Grants Receivable PledgesAndGrantsReceivable

Field	Value	IRS element (for citing)
BOY	187500	BOY
EOY	100000	EOY

Accounts Receivable AccountsReceivable

Field	Value	IRS element (for citing)
BOY	0	BOY
EOY	1854	EOY

Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges

Field	Value	IRS element (for citing)
BOY	216	BOY
EOY	22470	EOY

Total Assets TotalAssets

Field	Value	IRS element (for citing)
BOY	1548104	BOY
EOY	1759177	EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

Field	Value	IRS element (for citing)
BOY	6873	BOY
EOY	9215	EOY

Total Liabilities TotalLiabilities

Field	Value	IRS element (for citing)
BOY	6873	BOY
EOY	9215	EOY

Field	Value	IRS element (for citing)
Follow SFAS117	X	FollowSFAS117

Unrestricted Net Assets UnrestrictedNetAssets

Field	Value	IRS element (for citing)
BOY	1353731	BOY
EOY	1649962	EOY

Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets

Field	Value	IRS element (for citing)
BOY	187500	BOY
EOY	100000	EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

Field	Value	IRS element (for citing)
BOY	1541231	BOY
EOY	1749962	EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

Field	Value	IRS element (for citing)
BOY	1548104	BOY
EOY	1759177	EOY

Field	Value	IRS element (for citing)
Reconcilation Revenue Expenses	208731	ReconcilationRevenueExpenses
Reconcilation Other Changes	0	ReconcilationOtherChanges
Method Of Accounting Accrual	X	MethodOfAccountingAccrual
Accountant Compile Or Review	0	AccountantCompileOrReview
FS Audited	1	FSAudited
Audit Committee	0	AuditCommittee
Financial Statement Separate	X	FinancialStatementSeparate
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 Minus2 Years	1325000	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	1475000	CurrentTaxYearMinus1Year
Current Tax Year	1000000	CurrentTaxYear
Total	3800000	Total

Total509 Total509

Field	Value	IRS element (for citing)
Current Tax Year Minus2 Years	1325000	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	1475000	CurrentTaxYearMinus1Year
Current Tax Year	1000000	CurrentTaxYear
Total	3800000	Total

Amts Recd From Disqual Persons AmtsRecdFromDisqualPersons

Field	Value	IRS element (for citing)
Current Tax Year Minus2 Years	1250000	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	1125000	CurrentTaxYearMinus1Year
Current Tax Year	1000000	CurrentTaxYear
Total	3375000	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 Minus2 Years	1250000	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	1125000	CurrentTaxYearMinus1Year
Current Tax Year	1000000	CurrentTaxYear
Total	3375000	Total

Field	Value	IRS element (for citing)
Public Support Total509	425000	PublicSupportTotal509

Total Support Total TotalSupportTotal

Field	Value	IRS element (for citing)
Current Tax Year Minus2 Years	1325000	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	1475000	CurrentTaxYearMinus1Year
Current Tax Year	1000000	CurrentTaxYear
Total	3800000	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
Total Revenue	1000000	TotalRevenue
Total Expenses	791269	TotalExpenses
Excess Or Deficit For Year	208731	ExcessOrDeficitForYear
Excess Or Deficit Per FS	208731	ExcessOrDeficitPerFS
Tot Revenue Etc Audited Fincl Stmt	1000000	TotRevenueEtcAuditedFinclStmt
Revenue Not Rptd F990	0	RevenueNotRptdF990
Revenue Subtotal	1000000	RevenueSubtotal
Revenue Not Rptd On Fin Stmt	0	RevenueNotRptdOnFinStmt
Total Revenue Per Form990	1000000	TotalRevenuePerForm990
Tot Expenses Etc Audited Fincl Stmt	791269	TotExpensesEtcAuditedFinclStmt
Expenses Not Rptd F990	0	ExpensesNotRptdF990
Expenses Subtotal	791269	ExpensesSubtotal
Expenses Not Rptd On Fin Stmt	0	ExpensesNotRptdOnFinStmt
Total Expenses Per Form990	791269	TotalExpensesPerForm990

Form990 Schedule D Part XIV Form990ScheduleDPartXIV

Field	Value	IRS element (for citing)
Identifier	DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48:	Identifier
Return Reference	PART X:	ReturnReference
Explanation	JCTSE'S APPLICATION OF GAAPUSA REGARDING UNCERTAIN TAX POSITIONS HAD NO EFFECT ON ITS FINANCIAL POSITION AS MANAGEMENT BELIEVES JCTSE HAS NO MATERIAL UNRECOGNIZED INCOME TAX BENEFITS, INCLUDING ANY POTENTIAL RISK OF LOSS OF ITS NOT-FOR-PROFIT TAX STATUS. JCTSE WOULD ACCOUNT FOR ANY POTENTIAL INTEREST OR PENALTIES RELATED TO POSSIBLE FUTURE LIABILITIES FOR UNRECOGNIZED INCOME TAX BENEFITS AS INCOME TAX EXPENSE. JCTSE IS SUBJECT TO EXAMINATION BY TAX AUTHORITIES FOR FEDERAL, STATE AND LOCAL INCOME TAXES FROM THE DATE OF INCEPTION, MAY 22, 2008 THROUGH DECEMBER 31, 2011.	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 SAINT CLAIR	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	131820	AmountOfCashGrant
Purpose Of Grant	SENIOR TOUR, BOOT CAMP AND CURRICULUM DEVELOPMENT	PurposeOfGrant

Field	Value	IRS element (for citing)
Total Nbr Of501 C3 And Govt Grants	1	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: 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 (5 entries)

Return ReferenceReturnReference	ExplanationExplanation
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 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.