Civic Intelligence

Aats Graham Foundation

990 • Fiscal year 2021 • EIN 23-7288866

Jan 01, 2021 to Dec 31, 2021 • Filed on May 13, 2022

800 Cummings Center 350-vBeverly, MA 01915

(978) 252-2200

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

40th percentile

0.10x

Higher debt load relative to assets than 40% of similar nonprofits.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2021

Liabilities / Revenue

67th percentile

0.46x

Higher debt load relative to revenue than 67% of similar nonprofits.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2021

Net Margin

73rd percentile

28%

Higher net margin than 73% of similar nonprofits.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2021

Top Officer Pay

65th percentile

$220,288

Higher top officer pay than 65% of similar nonprofits.

Top officer pay equals 7.3% of source-year revenue.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2021

Asset Growth

73rd percentile

21%

Faster asset growth than 73% of similar nonprofits.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2020 to 2021

Revenue Growth

70th percentile

31%

Faster revenue growth than 70% of similar nonprofits.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2020 to 2021

Assets

Up

$13,581,711

Up $2,396,016 (+21%) from 2020

Net Assets

Up

$12,190,819

Up $1,955,477 (+19%) from 2020

Liabilities

Up

$1,390,892

Up $440,539 (+46%) from 2020

Revenue

Up

$3,019,984

Up $713,264 (+31%) from 2020

Expenses

Up

$2,172,344

Up $1,137,885 (+110%) from 2020

Net Income

Down

$847,640

Down $424,621 (-33%) from 2020

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$15M$10M$5.0M$0Assets 2016: $5,781,399Liabilities 2016: $891,228Net Assets 2016: $4,890,1712016Assets 2017: $7,294,367Liabilities 2017: $873,496Net Assets 2017: $6,420,8712017Assets 2018: $7,637,971Liabilities 2018: $565,364Net Assets 2018: $7,072,6072018Assets 2019: $9,425,125Liabilities 2019: $1,077,018Net Assets 2019: $8,348,1072019Assets 2020: $11,185,695Liabilities 2020: $950,353Net Assets 2020: $10,235,3422020Assets 2021: $13,581,711Liabilities 2021: $1,390,892Net Assets 2021: $12,190,8192021Assets 2022: $12,292,242Liabilities 2022: $1,463,158Net Assets 2022: $10,829,0842022Assets 2023: $12,835,336Liabilities 2023: $1,538,523Net Assets 2023: $11,296,8132023Assets 2024: $13,028,010Liabilities 2024: $967,974Net Assets 2024: $12,060,0362024

Highlighted filing

2021

Assets$13,581,711
Liabilities$1,390,892
Net Assets$12,190,819

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$4.0M$3.0M$2.0M$1.0M$0-$1.0MRevenue 2016: $1,923,744Expenses 2016: $1,437,709Net Income 2016: $486,0352016Revenue 2017: $2,584,866Expenses 2017: $1,348,167Net Income 2017: $1,236,6992017Revenue 2018: $1,970,565Expenses 2018: $870,444Net Income 2018: $1,100,1212018Revenue 2019: $3,392,222Expenses 2019: $1,639,784Net Income 2019: $1,752,4382019Revenue 2020: $2,306,720Expenses 2020: $1,034,459Net Income 2020: $1,272,2612020Revenue 2021: $3,019,984Expenses 2021: $2,172,344Net Income 2021: $847,6402021Revenue 2022: $2,768,395Expenses 2022: $2,214,957Net Income 2022: $553,4382022Revenue 2023: $2,187,997Expenses 2023: $2,656,714Net Income 2023: -$468,7172023Revenue 2024: $2,798,765Expenses 2024: $2,952,370Net Income 2024: -$153,6052024

Highlighted filing

2021

Revenue$3,019,984
Expenses$2,172,344
Net Income$847,640
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
May 13, 2022
Return Version
2021v4.2
Gross Receipts
$3,171,710
Mission and Program Overview

Mission

Support cardiothoracic surgeons in research and education.

To support cardiothoracic surgeons in research and education.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$8,197,456$10,556,641▲ $2,359,185
Cash and Non-Interest-Bearing Accounts$1,816,552$1,563,040▼ $253,512
Pledges and Grants Receivable$786,019$1,081,940▲ $295,921
Savings and Temporary Cash Investments$878$878→ $0
Receivables From Officers Etc-$0-
Total Assets$11,185,695$13,581,711▲ $2,396,016
Other Assets Total$384,790$379,212▼ $5,578
Liabilities
Grants Payable$908,477$1,349,045▲ $440,568
Other Liabilities$0$27,123▲ $27,123
Accounts Payable and Accrued Expenses$41,876$14,724▼ $27,152
Total Liabilities$950,353$1,390,892▲ $440,539
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$5,678,122$6,844,246▲ $1,166,124
Net Assets With Donor Restrictions$4,557,220$5,346,573▲ $789,353
Total Net Assets Fund Balance$10,235,342$12,190,819▲ $1,955,477
Total Liabilities and Net Assets / Fund Balance$11,185,695$13,581,711▲ $2,396,016
Compensation and Service Providers

Employees

NameTitleFull / Part TimeOtherTotal
Melissa BinetteSenior Director of Meetings & Industry-$190,583$190,583
David BobbittChief Executive Officer (as of 07/21)PT$161,014$161,014
Adam SilvaDirector of Administration & Quality-$145,967$145,967
Richard ZinkWeb Community Manager (thru 10/21)-$145,434$145,434

Board Members and Trustees

NameTitle
David H Adams MdPresident
Ralph J Damiano Jr MdVice President
Daniela Molena MdDirector
David R Jones MdDirector
James D Luketich MdDirector
James L Cox MdDirector
Joseph S Coselli MdDirector
Mehmet C Oz MdDirector
Pedro J Del Nido MdDirector
Yolonda L Colson MdDirector
Lars G Svensson Md PhdDirector (as of 05/21)
Rosemary F Kelly MdDirector (as of 05/21)
Vaughn a Starnes MdDirector (thru 05/21)
Cara Gensel-hrubesDirector of It
Spencer McgrathDirector of Publications
Melissa BinetteSenior Director of Meetings & Indust
David BobbittChief Executive Officer (as of 07/21
Andrea MancinelliChief Financial Officer
Timothy J Gardner MdSecretary
Emile a Bacha MdTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$2,759,042
Program Service Revenue
$0
Investment Income
$260,942
Other Revenue
$0
All Other Contributions
$2,308,209
Change in Net Assets
$847,640

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,992,128
Revenue Not Reported on Financial Statements
$27,856
Revenue Not Reported on Form 990
$1,267,731
Total Revenue per Audited Statements
$4,259,859
Total Revenue per Form 990
$3,019,984
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$1,760,118
Salaries, Compensation, and Employee Benefits$262,422
Other Expenses$149,804
Total Fundraising Expense$27,773
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$880,000--$880,000
Foreign Grants$500,000--$500,000
Grants to Domestic Individuals$380,118--$380,118
Other Salaries and Wages$57,102$136,135$18,178$211,415
Office Expenses$47,114$19,104-$66,218
Other Employee Benefits$15,133$31,511$4,363$51,007
Fees for Service Investment Mgmnt Fees-$27,856-$27,856
Fees for Services Other-$19,701$1,640$21,341
Fees for Services Accounting-$15,865-$15,865
Travel$5,296$1,622-$6,918
Advertising-$2,686$3,592$6,278
Fees for Services Legal-$2,828-$2,828
Other Expenses-$2,500-$2,500
Total Functional Expenses$1,884,763$259,808$27,773$2,172,344

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$2,304,382
Total Expenses per Form 990$2,172,344
Expenses per Audited Statements$2,144,488
Expenses Not Reported on Form 990$159,894
Expenses Not Reported on Financial Statements$27,856
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Mass General HospitalSomerville, MA-RESEARCH SUPPORT; LECTURESHIP AWARD$220,000
Northwestern UniversityEvanston, IL-Research Support$100,000
Sloan Kettering Institute for Cancer ResearchNew York, NY-Research Support$100,000
The Regents of the University of MichiganAnn Arbor, MI-Research Support$100,000
Baylor College of MedicineHouston, TX-Research Support$50,000
City of HopeDuarte, CA-Academic Career Support$50,000
Icahn School of Medicine at Mount SinaiNew York, NY-Research Support$50,000
Medical University of South CarolinaCharleston, SC-Research Support$50,000
New York University School of MedicineBoston, MA-Research Support$50,000
The Board of Regents of the University of Wisconsin SystemMadison, WI-Research Support$50,000
Trustees of Boston UniversityNew York, NY-Research Support$50,000
Temple UniversityPhiladelphia, PA-Lectureship Award$10,000

International Summary

Offices
0
Employees
18
Spending
$500,000

International Compliance

Foreign grant records maintained
No
Activity in boycott countries
No
Foreign corporation ownership
No
Foreign partnership interest
No
Interest in foreign trust
No
Passive foreign investment company interest
No
Transfers to foreign corporations
No

International Activities

RegionActivityServicesOfficesEmployeesSpending
East Asia and the Pacific - Australia, Brunei, Burma, Cambodia,Grants to Recipients Located in Region-07$164,000
North America - Canada and Mexico, But Not the United StatesGrants to Recipients Located in Region-05$153,500
Europe (including Iceland & Greenland) - Albania, Andorra, Austria, BelgiumGrants to Recipients Located in Region-03$140,000
South America - Argentina, Bolivia, Brazil, Chile, Columbia, Ecuador,Grants to Recipients Located in Region-01$15,000
Sub-saharan Africa - Angola, Benin, Botswana, Burkina Faso,Grants to Recipients Located in Region-01$15,000
Central America and the CaribbeanGrants to Recipients Located in Region-01$12,500
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Other Liabilities$27,123
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 1A

Per the by-laws,the executive committee has the authority to act on behalf of the board. No other committees have such authority.

Form 990, Part VI, Section A, Line 7B

The aats foundation board is appointed by the aats board.

Form 990, Part VI, Section B, Line 11B

Form 990 is reviewed by the chief financial officer and is then provided to the chief executive director, treasurer for final review before it is filed. Additionally, form 990 will be provided to the finance committee and board via e-mail prior to filing.

Form 990, Part VI, Section B, Line 12C

Annually, all members of the board of directors are requested to complete a conflict of interest disclosure form, which is kept on file and reviewed by the board if any conflict is indicated. The conflict of interest policy is monitored through board meetings where all members review policies. The board president and ceo monitor these tasks. If a conflict arises during the year, the board member shall immediately notify the president of the board, who will determine appropriate resolution. The board of directors shall be responsible for making all decisions concerning resolutions of conflicts.

Form 990, Part VI, Section B, Line 15

American association for thoracic surgery, the foundation's related organization, compensates such individuals.

Form 990, Part VI, Section C, Line 19

The organization's governing documents, conflict of interest policy, and financial statements are made available upon request.

Filing and Contact Details

Filer

Filer Name
Aats Foundation
EIN
23-7288866
Phone
9782522200
Address
800 CUMMINGS CENTER 350-V, BEVERLY, MA 01915

Signing Officer

Name
Emile a Bacha Md
Title
Treasurer
Phone
9782522200
Signed
2022-05-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
David H Adams Md
Formed
1973
Legal Domicile
Il
Voting Board Members
15
Independent Board Members
15
Employees
0
Volunteers
113

Preparer

Firm
Cliftonlarsonallen Llp
Address
4 BATTERYMARCH PARK SUITE 100, QUINCY, MA 02169
Preparer
Danielle Nihill
Phone
7819821001
Supplemental Narrative

Financial Statement Notes

PART X, LINE 2:

The foundation has been granted tax-exempt status under internal revenue code section 501(c)(3) and is, therefore, generally exempt from federal and state income taxes. Accordingly, no provision for income taxes has been provided for in the accompanying financial statements. Asc 740-10, "income taxes" requires the foundation to evaluate and disclose tax positions that could have an effect on the foundation's financial statements. The foundation reports its activities to the internal revenue service and to the state of illinois and the commonwealth of massachusetts on an annual basis. These informational returns are generally subject to audit and review by the governmental agencies for a period of three years after filing. Substantially all of the foundation's income, expenditures and activities relate to its exempt purpose, therefore, management has determined that the foundation is not subject to unrelated business income taxes and will continue to qualify as a tax-exempt not-for-profit entity.

Raw XML AppendixShowing 400 of 945 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt041876
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt014724
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0TO SUPPORT CARDIOTHORACIC SURGEONS IN RESEARCH AND EDUCATION.
IRS990/AdvertisingGrp/FundraisingAmt03592
IRS990/AdvertisingGrp/ManagementAndGeneralAmt02686
IRS990/AdvertisingGrp/TotalAmt06278
IRS990/AllOtherContributionsAmt02308209
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BackupWthldComplianceInd01
IRS990/BooksInCareOfDetail/PersonNm0ANDREA MANCINELLI CFO
IRS990/BooksInCareOfDetail/PhoneNum09782522200
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0800 CUMMINGS CENTER NO 350-V
IRS990/BooksInCareOfDetail/USAddress/CityNm0BEVERLY
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd001915
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt01816552
IRS990/CashNonInterestBearingGrp/EOYAmt01563040
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt02759042
IRS990/CYGrantsAndSimilarPaidAmt01760118
IRS990/CYInvestmentIncomeAmt0260942
IRS990/CYOtherExpensesAmt0149804
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0847640
IRS990/CYSalariesCompEmpBnftPaidAmt0262422
IRS990/CYTotalExpensesAmt02172344
IRS990/CYTotalFundraisingExpenseAmt027773
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt03019984
IRS990/DecisionsSubjectToApprovaInd01
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0SURGICAL INVESTIGATOR PROGRAM - THE SURGICAL INVESTIGATOR PROGRAM SUPPORTS CLINICAL AND TRANSLATIONAL RESEARCH BY YOUNG CARDIOTHORACIC SURGEONS, INCLUDING TOPICS RELATED TO QUALITY AND OUTCOMES RESEARCH, AND STUDIES OF NEW AND INNOVATIVE THERAPIES, PROCEDURES, AND TECHNOLOGIES IN CARDIOTHORACIC SURGERY.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/DonorRestrictionNetAssetsGrp/BOYAmt04557220
IRS990/DonorRestrictionNetAssetsGrp/EOYAmt05346573
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt0707287
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt015865
IRS990/FeesForServicesAccountingGrp/TotalAmt015865
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt02828
IRS990/FeesForServicesLegalGrp/TotalAmt02828
IRS990/FeesForServicesOtherGrp/FundraisingAmt01640
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt019701
IRS990/FeesForServicesOtherGrp/TotalAmt021341
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt027856
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt027856
IRS990/ForeignActivitiesInd01
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignGrantsGrp/ProgramServicesAmt0500000
IRS990/ForeignGrantsGrp/TotalAmt0500000
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt035.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt140.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt240.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt338.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt435.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt540.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt640.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt73.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt83.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt91.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt102.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt112.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt121.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt132.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt142.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt153.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt05.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt10.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt20.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt32.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt45.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt50.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt60.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt72.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt82.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt92.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt102.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt114.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt122.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt132.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt142.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt151.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt161.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt172.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt184.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt193.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt204.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt212.00
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd0X
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd1X
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd2X
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd3X
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd11X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd12X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd13X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd14X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OfficerInd5X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt036428
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt135327
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt231677
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt323190
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt413684
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt517442
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt624780
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt130
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt140
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt150
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt160
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt170
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt180
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt190
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt200
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt210
IRS990/Form990PartVIISectionAGrp/PersonNm0ANDREA MANCINELLI
IRS990/Form990PartVIISectionAGrp/PersonNm1SPENCER MCGRATH
IRS990/Form990PartVIISectionAGrp/PersonNm2MELISSA BINETTE
IRS990/Form990PartVIISectionAGrp/PersonNm3CARA GENSEL-HRUBES
IRS990/Form990PartVIISectionAGrp/PersonNm4DAVID BOBBITT
IRS990/Form990PartVIISectionAGrp/PersonNm5ADAM SILVA
IRS990/Form990PartVIISectionAGrp/PersonNm6RICHARD ZINK
IRS990/Form990PartVIISectionAGrp/PersonNm7DANIELA MOLENA MD
IRS990/Form990PartVIISectionAGrp/PersonNm8DAVID R JONES MD
IRS990/Form990PartVIISectionAGrp/PersonNm9MEHMET C OZ MD
IRS990/Form990PartVIISectionAGrp/PersonNm10PEDRO J DEL NIDO MD
IRS990/Form990PartVIISectionAGrp/PersonNm11YOLONDA L COLSON MD
IRS990/Form990PartVIISectionAGrp/PersonNm12JOSEPH S COSELLI MD
IRS990/Form990PartVIISectionAGrp/PersonNm13JAMES L COX MD
IRS990/Form990PartVIISectionAGrp/PersonNm14JAMES D LUKETICH MD
IRS990/Form990PartVIISectionAGrp/PersonNm15ROSEMARY F KELLY MD
IRS990/Form990PartVIISectionAGrp/PersonNm16LARS G SVENSSON MD PHD
IRS990/Form990PartVIISectionAGrp/PersonNm17VAUGHN A STARNES MD
IRS990/Form990PartVIISectionAGrp/PersonNm18DAVID H ADAMS MD
IRS990/Form990PartVIISectionAGrp/PersonNm19RALPH J DAMIANO JR MD
IRS990/Form990PartVIISectionAGrp/PersonNm20TIMOTHY J GARDNER MD
IRS990/Form990PartVIISectionAGrp/PersonNm21EMILE A BACHA MD
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt200
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt210
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt0183860
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt1183488
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt2158906
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt3146645
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt4147330
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt5128525
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt6120654
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt200
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt210
IRS990/Form990PartVIISectionAGrp/TitleTxt0CHIEF FINANCIAL OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt1DIRECTOR OF PUBLICATIONS
IRS990/Form990PartVIISectionAGrp/TitleTxt2SENIOR DIRECTOR OF MEETINGS & INDUSTRY
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR OF IT
IRS990/Form990PartVIISectionAGrp/TitleTxt4CHIEF EXECUTIVE OFFICER (AS OF 07/21)
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR OF ADMINISTRATION & QUALITY
IRS990/Form990PartVIISectionAGrp/TitleTxt6WEB COMMUNITY MANAGER (THRU 10/21)
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt14DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt15DIRECTOR (AS OF 05/21)
IRS990/Form990PartVIISectionAGrp/TitleTxt16DIRECTOR (AS OF 05/21)
IRS990/Form990PartVIISectionAGrp/TitleTxt17DIRECTOR (THRU 05/21)
IRS990/Form990PartVIISectionAGrp/TitleTxt18PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt19VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt20SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt21TREASURER
IRS990/Form990ProvidedToGvrnBodyInd00
IRS990/FormationYr01973
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt056794
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt015
IRS990/GrantAmt0699750
IRS990/GrantsPayableGrp/BOYAmt0908477
IRS990/GrantsPayableGrp/EOYAmt01349045
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt0380118
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt0380118
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0880000
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0880000
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0208520
IRS990/GrossReceiptsAmt03171710
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt015
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt0204148
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0204148
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt08197456
IRS990/InvestmentsPubTradedSecGrp/EOYAmt010556641
IRS990/IRPDocumentCnt054
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0IL
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0151726
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0SUPPORT CARDIOTHORACIC SURGEONS IN RESEARCH AND EDUCATION.
IRS990/MoreThan5000KToIndividualsInd01
IRS990/MoreThan5000KToOrgInd01
IRS990/NetAssetsOrFundBalancesBOYAmt010235342
IRS990/NetAssetsOrFundBalancesEOYAmt012190819
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt056794
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt056794
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt01107837
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt05678122
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt06844246
IRS990/NoncashContributionsAmt018262
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt019104
IRS990/OfficeExpensesGrp/ProgramServicesAmt047114
IRS990/OfficeExpensesGrp/TotalAmt066218
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0384790
IRS990/OtherAssetsTotalGrp/EOYAmt0379212
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt04363
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt031511
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt015133
IRS990/OtherEmployeeBenefitsGrp/TotalAmt051007
IRS990/OtherExpensesGrp/Desc0BAD DEBT
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt02500
IRS990/OtherExpensesGrp/TotalAmt02500
IRS990/OtherLiabilitiesGrp/BOYAmt00
IRS990/OtherLiabilitiesGrp/EOYAmt027123
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt018178
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0136135
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt057102
IRS990/OtherSalariesAndWagesGrp/TotalAmt0211415
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt0786019
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt01081940
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0DAVID H ADAMS MD
IRS990/ProfessionalFundraisingInd00
IRS990/ProgSrvcAccomActy2Grp/Desc0MEDICAL STUDENT DIVERSITY SCHOLARSHIP - THESE SCHOLARSHIPS SUPPORT MEDICAL STUDENTS PLANNING TO PURSUE A CAREER IN CARDIOTHORACIC SURGERY AND WHO ARE FROM AN UNDERREPRESENTED IN MEDICINE POPULATION. UNDERREPRESENTED IN MEDICINE MEANS THOSE RACIAL AND ETHNIC POPULATIONS THAT ARE UNDERREPRESENTED IN THE MEDICAL PROFESSION RELATIVE TO THEIR NUMBERS IN THE GENERAL POPULATION
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0201164
IRS990/ProgSrvcAccomActy2Grp/GrantAmt0200000
IRS990/ProgSrvcAccomActy3Grp/Desc0RESEARCH SCHOLARSHIP - THIS SCHOLARSHIP SUPPORTS EARLY-CAREER INVESTIGATORS COMMITTED TO FOLLOWING AN ACADEMIC CAREER IN CARDIOTHORACIC SURGERY WITH A TWO-YEAR GRANT USED TO PURSUE RESEARCH, TRAINING, AND CLINICAL EXPERIENCE.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt0163520
IRS990/ProgSrvcAccomActy3Grp/GrantAmt0160000
IRS990/ProgSrvcAccomActyOtherGrp/Desc0TO PERFORM AND CARRY OUT SUCH OTHER EDUCATIONAL, SCIENTIFIC, AND CHARITABLE FUNCTIONS AND PURPOSES OF AATS SUCH AS: ATRICURE FELLOWSHIP, EVERY HEARTBEAT MATTERS, ETHICON CHINA FELLOWSHIP, INTUITIVE SURGICAL PROGRAM, INTUITIVE ADVANCED LOBECTOMY COURSE, LEARN FROM THE MASTERS: A CLINICAL PROGRAM, MEDTRONIC CHINESE SURGEONS INTERNATIONAL TRAINING PROGRAM, SURGICAL INVESTIGATOR PROGRAM, MEDTRONIC/JATS, SURGICAL ROBOTICS CARDIAC PROGRAM, EMERGING THORACIC SURGICAL ONCOLOGIST FELLOWSHIP, GRAHAM TRAVELING FELLOWSHIP, RESEARCH SCHOLARSHIP, SURGICAL INVESTIGATOR PROGRAM,SUMMER INTERNSHIP PROGRAM, ALDO R. CASTANEDA, CLEVELAND CLINIC, DENTON COOLEY FELLOWSHIP, F. GRIFFITH PEARSON FELLOWSHIP, JACK A. ROTH FELLOWSHIP, LAWRENCE H. COHN, MARC DE LEVAL FELLOWSHIP, TIMOTHY J. GARDNER, DAVID J. SUGARBAKER MEMORIAL LECTURESHIP, MAGDI YACOUB PROGRAM, AND WILLIAM NORWOOD PROGRAM.
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt0812792
IRS990/ProgSrvcAccomActyOtherGrp/GrantAmt0700368
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt02128042
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0611940
IRS990/PYInvestmentIncomeAmt0178678
IRS990/PYOtherExpensesAmt0174068
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt01272261
IRS990/PYSalariesCompEmpBnftPaidAmt0248451
IRS990/PYTotalExpensesAmt01034459
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt02306720
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0847640
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RelatedOrganizationsAmt0450833
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0878
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0878
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd01
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgQualifiedInd01
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind01
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtExclusivelySec170c2BInd01
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd00
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd00
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd01
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0THE ORGANIZATION CONFIRMED THAT ITS SUPPORTED ORGANIZATION QUALIFIED UNDER SECTION 501(C)(6) AND SATISFIED THE PUBLIC SUPPORT TESTS UNDER 509(A)(2) BY OBTAINING A COPY OF ITS IRS DETERMINATION LETTER AND COMPLETING A PRO FORMA 990, SCHEDULE A.

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings