CERVICAL SPINE RESEARCH SOCIETY INC: Form 990, tax year 2023
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- Organization
- CERVICAL SPINE RESEARCH SOCIETY INC (EIN 52-1231718)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-10-25
- IRS object ID
- 202412999349302051
- Schema version
- 2023v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-10-25T15:29:42-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 390919055 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RITZ HOLMAN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 330 E KILBOURN AVE SUITE 550 | AddressLine1Txt |
| City | MILWAUKEE | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53202 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 521231718 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CERVICAL SPINE RESEARCH SOCIETY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CERV | BusinessNameControlTxt |
| Phone | 4149189834 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 555 E WELLS ST STE 1100 | AddressLine1Txt |
| City | MILWAUKEE | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53202 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ZOHER GHOGAWALA MD FACS | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 4149189834 | PhoneNum |
| Signature | 2024-10-25 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KATY L SOMMER | PreparerPersonNm |
| PTIN | P00273273 | PTIN |
| Phone | 4142711451 | PhoneNum |
| Preparation | 2024-10-25 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | ALPESH A PATEL MD MBA | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 555 E WELLS ST STE 1100 | AddressLine1Txt |
| City | MILWAUKEE | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53202 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $2,084,026 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.CSRS.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1980 | FormationYr |
| Legal Domicile State | MD | LegalDomicileStateCd |
| Activity Or Mission | CERVICAL SPINE RESEARCH SOCIETY IS A NATIONAL NONPROFIT ORGANIZATION ORGANIZED TO CONDUCT EDUCATION SEMINARS, RESEARCH AND PROGRAMS CONCERNING THE EFFECTIVE MANAGEMENT OF PATIENTS WITH ACUTE AND CHRONIC PROBLEMS OF THE CERVICAL SPINE. | ActivityOrMissionDesc |
| Voting Members Governing Body | 7 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 7 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 75 | TotalVolunteersCnt |
| Total Gross UBI | $4,000 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $2,909 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $326,359 | PYContributionsGrantsAmt |
| CY Contributions Grants | $308,426 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $943,163 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $987,453 | CYProgramServiceRevenueAmt |
| PY Investment Income | $247,014 | PYInvestmentIncomeAmt |
| CY Investment Income | $387,369 | CYInvestmentIncomeAmt |
| PY Other Revenue | $18,683 | PYOtherRevenueAmt |
| CY Other Revenue | $31,856 | CYOtherRevenueAmt |
| PY Total Revenue | $1,535,219 | PYTotalRevenueAmt |
| CY Total Revenue | $1,715,104 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $244,812 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $308,038 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $0 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $0 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,162,374 | PYOtherExpensesAmt |
| CY Other Expenses | $1,384,121 | CYOtherExpensesAmt |
| PY Total Expenses | $1,407,186 | PYTotalExpensesAmt |
| CY Total Expenses | $1,692,159 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $128,033 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $22,945 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $17,463,098 | TotalAssetsBOYAmt |
| Total Assets EOY | $19,709,883 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $169,821 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $270,982 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $17,293,277 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $19,438,901 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | CERVICAL SPINE RESEARCH SOCIETY IS A NATIONAL NONPROFIT ORGANIZATION ORGANIZED TO CONDUCT EDUCATION SEMINARS, RESEARCH AND PROGRAMS CONCERNING THE EFFECTIVE MANAGEMENT OF PATIENTS WITH ACUTE AND CHRONIC PROBLEMS OF THE CERVICAL SPINE. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $681,312 | ExpenseAmt |
| Revenue | $735,361 | RevenueAmt |
| Desc | THE 2023 CSRS INSTRUCTIONAL COURSE AND ANNUAL MEETING WERE HELD IN LAS VEGAS, NEVADA AND ACCOMPLISHED THE FOLLOWING OBJECTIVES: - REVIEW APPROPRIATE ANATOMY OF THE CERVICAL SPINE. - COMPARE THE METHODS FOR DIAGNOSIS OF NECK DISORDERS. - EVALUATE OPERATIVE AND NON-OPERATIVE TREATMENT OPTIONS FOR CERVICAL SPINE DISORDERS. - RECOGNIZE AND RESPOND TO COMPLICATIONS OF SURGICAL TREATMENT. - EXCHANGE INFORMATION ON CERVICAL SPINE RESEARCH, DIAGNOSIS AND TREATMENT WITH BOTH US AND INTERNATIONAL SURGEONS. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $419,716 | ExpenseAmt |
| Grant | $308,038 | GrantAmt |
| Desc | IN 2023 CSRS AWARDED JUST OVER $300,000 IN RESEARCH GRANTS, AWARD PAPERS, AND SCHOLARSHIPS FURTHERING THEIR MISSION OF CARRYING OUT RESEARCH AND THE EXCHANGE OF INFORMATION ON THE CERVICAL SPINE. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $159,824 | ExpenseAmt |
| Desc | THE 2023 HANDS-ON SURGICAL TECHNIQUES COURSE WAS HELD IN CARMEL, INDIANA AND HOSTED OVER 70 ATTENDEES, FACULTY AND CORPORATE REPRESENTATIVES. THE THREE DAY COURSE FEATURED SURGICAL TECHNIQUES PUT ON THROUGH PRESENTATIONS AND LABS. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $131,064 | ExpenseAmt |
| Revenue | $279,948 | RevenueAmt |
| Desc | MEMBER AND GENERAL PROGRAM SERVICES. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $131,064 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Revenue | $279,948 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $1,391,916 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | 0 | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | Yes (1) | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | 0 | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 7 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 7 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 7 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | Yes (1) | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | 0 | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EXECUTIVE DIRECTOR INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4142766445 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 555 E WELLS ST STE 1100 | AddressLine1Txt |
| City | MILWAUKEE | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53202 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | Yes (X) | NoListedPersonsCompensatedInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (8 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| JOHN M RHEE MD | ||||||
| PAST-PAST PRESIDENT | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| JAMES S HARROP MD MSHQS | ||||||
| PAST PRESIDENT | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| ALPESH A PATEL MD FACS | ||||||
| PRESIDENT ELECT | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| THOMAS E MROZ MD | ||||||
| PAST TREASURER | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| MICHAEL D DAUBS MD | ||||||
| PRESIDENT | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| CHRISTOPHER I SHAFFREY MD | ||||||
| VICE PRESIDENT | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| STEVEN C LUDWIG MD | ||||||
| SECRETARY | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| ZOHER GHOGAWALA | ||||||
| TREASURER | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $0 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp
Contractor Name ContractorName
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EXECUTIVE DIRECTOR INC | BusinessNameLine1Txt |
Contractor Address ContractorAddress
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 555 E WELLS STREET | AddressLine1Txt |
| City | MILWAUKEE | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53202 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | MANAGEMENT SERVICES | ServicesDesc |
| Compensation | $429,174 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $308,426 | AllOtherContributionsAmt |
| Total Contributions | $308,426 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (4 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| ANNUAL MEETING REVENUE | 611710 | $674,399 | $670,399 | $4,000 |
| MEMBERSHIP DUES & ASSE | 611710 | $215,000 | $215,000 | |
| INSTRUCTIONAL COURSE | 611710 | $64,962 | $64,962 | |
| JOURNAL INCOME | 611710 | $33,092 | $33,092 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $987,453 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $378,791 | TotalRevenueColumnAmt |
| Exclusion | $378,791 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $377,500 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $368,922 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $8,578 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $8,578 | TotalRevenueColumnAmt |
| Exclusion | $8,578 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| UNUSED GRANT FUNDS | 900099 | $31,400 | $31,400 |
| MISCELLANEOUS | 900099 | $456 | $456 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $31,856 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,715,104 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,015,309 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $4,000 | UnrelatedBusinessRevenueAmt |
| Exclusion | $387,369 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $214,438 | TotalAmt |
| Program Services | $214,438 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $33,600 | TotalAmt |
| Program Services | $33,600 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $60,000 | TotalAmt |
| Program Services | $60,000 | ProgramServicesAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $429,174 | TotalAmt |
| Program Services | $240,000 | ProgramServicesAmt |
| Management And General | $189,174 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,850 | TotalAmt |
| Program Services | $5,175 | ProgramServicesAmt |
| Management And General | $7,675 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,500 | TotalAmt |
| Management And General | $9,500 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $76,686 | TotalAmt |
| Management And General | $76,686 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $43,075 | TotalAmt |
| Program Services | $43,075 | ProgramServicesAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,178 | TotalAmt |
| Program Services | $1,147 | ProgramServicesAmt |
| Management And General | $6,031 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $44,391 | TotalAmt |
| Program Services | $47,040 | ProgramServicesAmt |
| Management And General | -$2,649 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $24,082 | TotalAmt |
| Program Services | $20,948 | ProgramServicesAmt |
| Management And General | $3,134 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $130,636 | TotalAmt |
| Program Services | $127,576 | ProgramServicesAmt |
| Management And General | $3,060 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,966 | TotalAmt |
| Management And General | $2,966 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,460 | TotalAmt |
| Management And General | $2,460 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| MEALS | $351,933 | $351,455 | $478 |
| AUDIO SERVICES | $116,906 | $116,906 | |
| VENUE RENTAL | $93,245 | $93,245 | |
| ABSTRACTS | $14,200 | $14,200 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $24,839 | TotalAmt |
| Program Services | $23,111 | ProgramServicesAmt |
| Management And General | $1,728 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,692,159 | TotalAmt |
| Program Services | $1,391,916 | ProgramServicesAmt |
| Management And General | $300,243 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $359,703 | BOYAmt |
| EOY | $285,677 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $41,987 | BOYAmt |
| EOY | $44,492 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $62,451 | BOYAmt |
| EOY | $50,361 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,995,310 | BOYAmt |
| EOY | $19,328,672 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,647 | BOYAmt |
| EOY | $681 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,463,098 | BOYAmt |
| EOY | $19,709,883 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,921 | BOYAmt |
| EOY | $113,848 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $153,900 | BOYAmt |
| EOY | $157,134 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $169,821 | BOYAmt |
| EOY | $270,982 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,151,404 | BOYAmt |
| EOY | $13,617,690 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,141,873 | BOYAmt |
| EOY | $5,821,211 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,293,277 | BOYAmt |
| EOY | $19,438,901 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,463,098 | BOYAmt |
| EOY | $19,709,883 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $22,945 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $2,122,679 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $146,771 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $228,313 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $316,910 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $355,772 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $308,426 | CurrentTaxYearAmt |
| Total | $1,356,192 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,132,801 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $431,450 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $735,745 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $925,068 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $987,453 | CurrentTaxYearAmt |
| Total | $4,212,517 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,279,572 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $659,763 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,052,655 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,280,840 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,295,879 | CurrentTaxYearAmt |
| Total | $5,568,709 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $123,719 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $200,770 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $221,209 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $129,719 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $84,894 | CurrentTaxYearAmt |
| Total | $760,311 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $123,719 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $200,770 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $221,209 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $129,719 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $84,894 | CurrentTaxYearAmt |
| Total | $760,311 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $4,808,398 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $243,932 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $194,314 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $185,930 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $79,235 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $387,369 | CurrentTaxYearAmt |
| Total | $1,090,780 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $243,932 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $194,314 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $185,930 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $79,235 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $387,369 | CurrentTaxYearAmt |
| Total | $1,090,780 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | $3,415 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $31,856 | CurrentTaxYearAmt |
| Total | $35,271 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,523,504 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $854,077 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,238,585 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,363,490 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,715,104 | CurrentTaxYearAmt |
| Total | $6,694,760 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.71820 | PublicSupportCY509Pct |
| Public Support PY509 | 0.70610 | PublicSupportPY509Pct |
| Investment Income CY | 0.16290 | InvestmentIncomeCYPct |
| Investment Income PY | 0.18770 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: | FormAndLineReferenceDesc |
| Explanation | MISCELLANEOUS - 2022 AMOUNT: $ 3,415. 2023 AMOUNT: $ 31,856. | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $630,038 | BeginningYearBalanceAmt |
| Contributions | $500 | ContributionsAmt |
| Investment Earnings Or Losses | $124,995 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $12,065 | OtherExpendituresAmt |
| End Year Balance | $743,468 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $823,792 | BeginningYearBalanceAmt |
| Contributions | $7,525 | ContributionsAmt |
| Investment Earnings Or Losses | -$200,323 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $956 | OtherExpendituresAmt |
| End Year Balance | $630,038 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $780,786 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $56,006 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $13,000 | OtherExpendituresAmt |
| End Year Balance | $823,792 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $735,754 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $55,032 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $10,000 | OtherExpendituresAmt |
| End Year Balance | $780,786 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $675,733 | BeginningYearBalanceAmt |
| Contributions | $15,400 | ContributionsAmt |
| Investment Earnings Or Losses | $54,621 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $10,000 | OtherExpendituresAmt |
| End Year Balance | $735,754 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.47000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.53000 | PrmnntEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
| Total Book Value Land Buildings | $0 | TotalBookValueLandBuildingsAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $3,761,097 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $2,122,679 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $2,122,679 | RevenueNotReportedAmt |
| Revenue Subtotal | $1,638,418 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $76,686 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $76,686 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $1,715,104 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $1,615,473 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $1,615,473 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $76,686 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $76,686 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $1,692,159 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | FUNDS FROM THE 21ST CENTURY ENDOWMENT ARE USED FOR RESEARCH AND OTHER EDUCATIONAL ACTIVITIES WHILE BOHLMAN EDUCATIONAL ENDOWMENT FUNDS ARE USED TO PAY HONORARIA AND TRAVEL COSTS FOR VISITING SPEAKERS. |
| PART X, LINE 2: | THE SOCIETY IS EXEMPT FROM INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND IS CLASSIFIED AS OTHER THAN A PRIVATE FOUNDATION. HOWEVER, INCOME FROM THE SALE OF ADVERTISING NOT DIRECTLY RELATED TO THE SOCIETY'S TAX-EXEMPT PURPOSE IS SUBJECT TO TAXATION AS UNRELATED BUSINESS INCOME. TOTAL UNRELATED BUSINESS INCOME TAX EXPENSE FOR THE YEAR ENDED DECEMBER 31, 2023, WAS $611. THE SOCIETY'S PRIOR YEAR OVERPAYMENT HAVE BEEN APPLIED AGAINST THE TAX EXPENSE RESULTING IN AN OVERPAYMENT OF $754 FOR FEDERAL TAX AS OF DECEMBER 31, 2023. MANAGEMENT HAS REVIEWED ALL TAX POSITIONS RECOGNIZED IN PREVIOUSLY FILED TAX RETURNS IN THE U.S. FEDERAL AND STATE JURISDICTIONS AND THOSE EXPECTED TO BE TAKEN IN FUTURE TAX RETURNS. AS OF DECEMBER 31, 2023, THE SOCIETY HAD NO AMOUNTS RELATED TO UNRECOGNIZED INCOME TAX BENEFITS AND NO AMOUNTS RELATED TO ACCRUED INTEREST AND PENALTIES. THE SOCIETY DOES NOT ANTICIPATE ANY SIGNIFICANT CHANGES TO UNRECOGNIZED INCOME TAX BENEFITS OVER THE NEXT YEAR. THE SOCIETY IS CURRENTLY NOT UNDER AUDIT BY ANY FEDERAL OR STATE TAXING AUTHORITY. |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp (2 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|---|
| NORTH AMERICA | 0 | 0 | GRANTS | RESEARCH | $55,000 |
| EAST ASIA AND THE PACIFIC | 0 | 0 | GRANTS | RESEARCH | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $60,000 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $60,000 | TotalSpentAmt |
Grants To Org Outside US GrantsToOrgOutsideUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES | RegionTxt |
| Purpose Of Grant | RESEARCH GRANT | PurposeOfGrantTxt |
| Cash Grant | $55,000 | CashGrantAmt |
| Manner Of Cash Disbursement | CHECK | MannerOfCashDisbursementTxt |
| Non Cash Assistance | $0 | NonCashAssistanceAmt |
| Valuation Method Used | FMV | ValuationMethodUsedDesc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Org | 1 | TotalOtherOrgCnt |
| Transfer To Foreign Corp | 0 | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | 0 | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE GRANT APPLICATIONS UNDERGO A RIGOROUS PEER REVIEW PROCESS BY THE CSRS RESEARCH COMMITTEE, WHICH IS COMPRISED OF CSRS MEMBERS AS WELL AS EX-OFFICIO MEMBERS OF INDUSTRY. RECIPIENTS ARE NOT ELIGIBLE FOR FUNDING IF THEY RECEIVE SUPPORT FROM OTHER ORGANIZATIONS. RECIPIENTS ARE ALSO REQUIRED TO NOTIFY THE ORGANIZATION IF OTHER FUNDING ARISES DURING THEIR PROJECT. GRANT RECIPIENTS MUST ATTEND THE ANNUAL MEETING AND PRESENT THEIR FINAL REPORT. RECIPIENTS ARE ALSO REQUIRED TO SUBMIT AN ABSTRACT FOR PODIUM PRESENTATION WITHIN 3 YEARS OF GRANT RECEIPTS. | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (6 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Valuation Method UsedValuationMethodUsedDesc | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|---|
| HOSPITAL FOR SPECIAL SURGERY | |||||||||
| 535 EAST 70TH STREET | NEW YORK | NY | 10021 | 131624135 | 501 (C) (3) | $10,000 | $0 | FMV | RESEARCH GRANT |
| VIRGINIA MASON FRANCISCAN HEALTH | |||||||||
| 1100 NINTH AVE X7-NS | SEATTLE | WA | 98101 | 910565539 | 501 (C) (3) | $21,060 | $0 | FMV | RESEARCH GRANT |
| UNIVERISTY OF PITTSBURGH | |||||||||
| 116 ATWOOD STREET SUITE 201 | PITTSBURGH | PA | 15260 | 250965591 | 501 (C) (3) | $25,000 | $0 | FMV | RESEARCH GRANT |
| UNIVERSITY OF MARYLAND BALTIMORE | |||||||||
| 220 ARCH ST | BALTIMORE | MD | 21201 | 526002033 | 501 (C) (3) | $25,000 | $0 | FMV | RESEARCH GRANT |
| THOMAS JEFFERSON UNIVERSITY | |||||||||
| 1101 MARKET STREET 29TH FLOOR | PHILADELPHIA | PA | 19107 | 231352651 | 501 (C) (3) | $58,378 | $0 | FMV | RESEARCH GRANT |
| THE TRUSTEES OF COLUMBIA UNIVERSITY | |||||||||
| PO BOX 29789 GENERAL POST OFFICE | NEW YORK | NY | 10087 | 135598093 | 501 (C) (3) | $75,000 | $0 | FMV | RESEARCH GRANT |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 6 | Total501c3OrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (2 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt | Valuation Method UsedValuationMethodUsedDesc |
|---|---|---|---|
| RESEARCH AWARD | 8 | $6,500 | FMV |
| SCHOLARSHIP REGISTRATION FEES | 78 | $27,100 | FMV |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE GRANT APPLICATIONS UNDERGO A RIGOROUS PEER REVIEW PROCESS BY THE CSRS RESEARCH COMMITTEE, WHICH IS COMPRISED OF CSRS MEMBERS AS WELL AS EX-OFFICIO MEMBERS OF INDUSTRY. RECIPIENTS ARE NOT ELIGIBLE FOR FUNDING IF THEY RECEIVE SUPPORT FROM OTHER ORGANIZATIONS. RECIPIENTS ARE ALSO REQUIRED TO NOTIFY THE ORGANIZATION IF OTHER FUNDING ARISES DURING THEIR PROJECT. GRANT RECIPIENTS MUST ATTEND THE ANNUAL MEETING AND PRESENT THEIR FINAL REPORT. RECIPIENTS ARE ALSO REQUIRED TO SUBMIT AN ABSTRACT FOR PODIUM PRESENTATION WITHIN 3 YEARS OF GRANT RECEIPTS. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 3 | LINE 3 EXPLANATION - MANAGEMENT DUTIES WERE DELEGATED TO EXECUTIVE DIRECTOR INC. SUCH DUTIES INCLUDE STAFFING, ADMINISTRATIVE, CLERICAL, FINANCIAL, OFFICE SPACE, NEWSLETTER, WEBSITE, FUNDRAISING, AND OTHER SERVICES. |
| FORM 990, PART VI, SECTION A, LINE 6 | LINE 6 EXPLANATION - THE SOCIETY IS A MEMBERSHIP ORGANIZATION. |
| FORM 990, PART VI, SECTION A, LINE 7A | LINE 7A EXPLANATION - THE MEMBERS OF THE SOCIETY SHALL BE COMPOSED OF ANY PERSON AS MAY BE ELECTED TO MEMBERSHIP FROM TIME TO TIME AT MEETINGS BY A MAJORITY OF MEMBERS IN ATTENDANCE, UPON RECOMMENDATION BY THE MEMBERSHIP COMMITTEE. |
| FORM 990, PART VI, SECTION A, LINE 7B | EACH MEMBER ENTITLED TO VOTE SHALL BE ENTITLED TO CAST ONE VOTE ON ANY AND ALL MATTERS COMING BEFORE ANY MEETING OF THE MEMBERS. UNLESS OTHERWISE PROVIDED BY THESE BYLAWS OR REQUIRED BY APPLICABLE LAW, THE VOTE OF A MAJORITY OF SUCH MEMBERS PRESENT AT ANY MEETING AT WHICH A QUORUM IS PRESENT SHALL BE SUFFICIENT TO TAKE OR AUTHORIZE ACTION UPON ANY MATTER TO COME BEFORE SUCH MEETING, INCLUDING THE ELECTION OF DIRECTORS AND ALL OTHER MATTERS UPON WHICH ACTION OF THE MEMBERS IS REQUIRED OR PERMITTED BY LAW, THE ARTICLES OF INCORPORATION OR THESE BYLAWS. |
| FORM 990, PART VI, SECTION B, LINE 11B | LINE 11B EXPLANATION - A DRAFT OF THE FORM 990 AND APPLICABLE SCHEDULES IS PROVIDED TO THE BOARD FOR REVIEW AND APPROVAL. ONCE APPROVED THE TAX RETURNS ARE FINALIZED AND FILED. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE SOCIETY ANALYZES AMOUNTS DUE FROM OR TO ANY OFFICER, DIRECTOR OR MEMBER OF A COMMITTEE WITH THE GOVERNING BOARD DELEGATED POWERS TO DETERMINE AMOUNTS PAID TO OR RECEIVED FROM SUCH PERSON. THE SOCIETY ALSO SUBMITS A QUESTIONNAIRE ANNUALLY TO SUCH PERSON WITH THE QUESTIONS DESIGNED TO DETECT ANY VIOLATION OF THE CONFLICT OF INTEREST POLICY. THE SOCIETY PREPARES A REPORT OF ITS FINDINGS AND PRESENTS IT TO THE BOARD OF DIRECTORS WHO DETERMINE THE APPROPRIATE ACTIONS ON A CASE BY CASE BASIS. |
| FORM 990, PART VI, SECTION C, LINE 19 | DOCUMENTS ARE AVAILABLE UPON REQUEST AND ON THE ORGANIZATION'S WEBSITE. |
| FORM 990, PART XII, LINE 2C: | THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. |