2023-11-08T08:30:39-06:00 2022-12-31 390919055 RITZ HOLMAN LLP 330 E KILBOURN AVE SUITE 550 MILWAUKEE WI 53202 990 2022-01-01 521231718 CERVICAL SPINE RESEARCH SOCIETY CERV 4149189834 555 E WELLS ST STE 1100 MILWAUKEE WI 53202 THOMAS E MROZ MD TREASURER 4149189834 2023-11-08 1 THOMAS MROZ MD 999009999 0 KATY L SOMMER P00273273 4142711451 2023-11-07 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z MICHAEL DAUBS MD 555 E WELLS ST STE 1100 MILWAUKEE WI 53202 1535219 0 X WWW.CSRS.ORG X 1980 MD 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. 7 7 0 75 2500 1311 361910 326359 735745 943163 185930 247014 2393 18683 1285978 1535219 293750 244812 0 0 0 0 0 0 0 941665 1162374 1235415 1407186 50563 128033 21746070 17463098 369553 169821 21376517 17293277 X 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. 0 0 516777 662310 THE 2022 CSRS INSTRUCTIONAL COURSE AND ANNUAL MEETING WERE HELD IN SAN DIEGO, CALIFORNIA 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. 271848 244812 IN 2022 CSRS AWARDED JUST UNDER $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. 147286 200000 THE 2022 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. 141388 MEMBER AND GENERAL PROGRAM SERVICES 141388 1077299 1 1 0 0 0 0 0 0 0 1 0 0 0 0 0 1 1 0 0 0 0 1 1 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 8 0 1 0 1 1 0 0 0 0 0 0 0 0 0 X 7 7 0 1 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 0 0 0 X EXECUTIVE DIRECTOR INC 4142766445 555 E WELLS ST STE 1100 MILWAUKEE WI 53202 X JOHN M RHEE MD PAST PRESIDENT 1.00 X X 0 0 0 RICK C SASSO MD PAST PRESIDENT 1.00 X X 0 0 0 JAMES S HARROP MD FAANS PAST PRESIDENT 1.00 X X 0 0 0 ALPESH A PATEL MD FACS PRESIDENT ELECT 1.00 X X 0 0 0 THOMAS E MROZ MD TREASURER 1.00 X X 0 0 0 ALEXANDER R VACCARO III MD PHD PAST PRESIDENT 1.00 X X 0 0 0 MICHAEL D DAUBS MD PRESIDENT 1.00 X X 0 0 0 CHRISTOPHER SHAFFREY VICE PRESIDENT 1.00 X X 0 0 0 STEPHEN LUDWIG SECRETARY 1.00 X X 0 0 0 0 0 0 0 0 0 0 EXECUTIVE DIRECTOR INC 555 E WELLS STREET MILWAUKEE WI 53202 MANAGEMENT SERVICES 324661 1 326359 326359 ANNUAL MEETING REVENUE 611710 662310 659810 2500 MEMBERSHIP DUES & ASSE 611710 215095 215095 INSTRUCTIONAL COURSES 611710 33175 33175 JOURNAL INCOME 611710 32583 32583 943163 247014 247014 UNUSED GRANT FUNDS 900099 15268 15268 MISCELLANEOUS 900009 3415 3415 18683 1535219 944078 2500 262282 233312 233312 5500 5500 6000 6000 324611 121450 203161 11378 4095 7283 8450 8450 79235 79235 56852 56852 564 564 36571 19625 16946 29272 25788 3484 97275 97163 112 10078 3907 6171 4956 2680 2276 MEALS 302227 302227 VENUE RENTAL 80995 80995 AUDIO SERVICES 69577 69577 ABSTRACTS 12700 12700 37633 35428 2205 1407186 1077299 329887 0 558646 359703 6850 41987 128046 62451 21038804 16995310 13724 3647 21746070 17463098 211703 15921 157850 153900 369553 169821 X 14998291 11151404 6378226 6141873 21376517 17293277 21746070 17463098 128033 -4211273 0 X 0 1 X 1 0 X 51839 146771 228313 316910 355772 1099605 1064340 1132801 431450 735745 925068 4289404 1116179 1279572 659763 1052655 1280840 5389009 26468 123719 200770 221209 129719 701885 0 26468 123719 200770 221209 129719 701885 4687124 542554 243932 194314 185930 79235 1245965 542554 243932 194314 185930 79235 1245965 3415 3415 1658733 1523504 854077 1238585 1363490 6638389 0.70610 0.68980 0.18770 0.22560 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 823792 7525 -200323 956 630038 780786 56006 13000 823792 735754 55032 10000 780786 675733 15400 54621 10000 735754 691480 15000 -21047 9700 675733 0.56000 0.44000 0 0 0 X -2755289 -4211273 -4211273 1455984 79235 79235 1535219 1327951 0 1327951 79235 79235 1407186 PART X, LINE 2: THE ORGANIZATION IS EXEMPT FROM INCOME TAX UNDER SECTION 501(C)(3) OF INTERNAL REVENUE CODE AND IS CLASSIFIED AS OTHER THAN A PRIVATE FOUNDATION. MANAGEMENT HAS REVIEWED ALL TAX POSITIONS RECOGNIZED IN PREVIOUSLY FILED TAX RETURNS AND THOSE EXPECTED TO BE TAKEN IN FUTURE TAX RETURNS. AS OF DECEMBER 31, 2022, THE ORGANIZATION HAD NO AMOUNTS RELATED TO UNRECOGNIZED INCOME TAX BENEFITS AND NO AMOUNTS RELATED TO ACCRUED INTEREST AND PENALTIES. THE ORGANIZATION DOES NOT ANTICIPATE ANY SIGNIFICANT CHANGES TO UNRECOGNIZED INCOME TAX BENEFITS OVER THE NEXT YEAR. 0 0 0 0 0 0 0 0 0 0 ASIA - JAPAN RESEARCH GRANT 40000 0 FMV GRANT CANADA 1 3000 FMV GRANT EAST ASIA 1 3000 FMV 0 0 0 0 0 0 PART III ACCOUNTING METHOD: 1 NORTHWESTERN UNIVERSITY 633 CLARK ST ROOM 547 EVANSTON IL 60208 362167817 501 (C) (3) 15000 0 FMV RESEARCH GRANT ROTHMAN INSTITUTE ORTHOPAEDIC FOUNDATION 125 S 9TH STREET STE 1000 PHILADELPHIA PA 19107 222620085 501 (C) (3) 15000 0 FMV RESEARCH GRANT THOMAS JEFFERSON UNIVERSITY DEPT OF NEUROSURGERY 909 WALNUT STREET PHILADELPHIA PA 19107 231352651 501 (C) (3) 21356 0 FMV RESEARCH GRANT ARLINGTON NEUROSURGEONS PLLC 6020 W PARKER RD SUITE 200 PLANO TX 75093 263966423 501 (C) (3) 10000 0 FMV RESEARCH GRANT UNIVERSITY OF UTAH 201 S PRESIDENTS CIRCLE SALT LAKE CITY UT 84112 876000525 501 (C) (3) 15000 0 FMV RESEARCH GRANT MASSACHUSETTS GENERAL HOSPITAL RESEARCH PO BOX 414876 BOSTON MA 02241 041564655 501 (C) (3) 74806 0 FMV RESEARCH GRANT MASSACHUSETTS GENERAL HOSPITAL 55 FRUIT ST BOSTON MA 02114 041564655 501 (C) (3) 15000 0 FMV RESEARCH GRANT GRANT 8 5500 FMV PART I, LINE 2: 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. 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.