SCOLIOSIS RESEARCH SOCIETY: Form 990, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- SCOLIOSIS RESEARCH SOCIETY (EIN 23-7181863)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-11-08
- IRS object ID
- 202143129349304409
- Schema version
- 2020v4.1
- 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 | 2021-11-08T15:50:40-06:00 | ReturnTs |
| Tax Period End | 2020-12-31 | 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 | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 237181863 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SCOLIOSIS RESEARCH SOCIETY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SCOL | BusinessNameControlTxt |
| Phone | 4142899107 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 555 EAST WELLS STREET NO 1100 | AddressLine1Txt |
| City | MILWAUKEE | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53202 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SERENA S HU MD | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 4142899107 | PhoneNum |
| Signature | 2021-11-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | SERENA | PersonFirstNm |
| Person Last | HU MD | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KATY L SOMMER | PreparerPersonNm |
| PTIN | P00273273 | PTIN |
| Phone | 4142711451 | PhoneNum |
| Preparation | 2021-11-08 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | MUHARREM YAZICI MD | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 555 E WELLS STREET STE 1100 | AddressLine1Txt |
| City | MILWAUKEE | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53202 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $3,250,108 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.SRS.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1966 | FormationYr |
| Legal Domicile State | IL | LegalDomicileStateCd |
| Activity Or Mission | THE PURPOSE OF THE SCOLIOSIS RESEARCH SOCIETY IS TO FOSTER THE OPTIMAL CARE OF ALL PATIENTS WITH SPINAL DEFORMITIES. | ActivityOrMissionDesc |
| Voting Members Governing Body | 18 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 17 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 18 | TotalVolunteersCnt |
| Total Gross UBI | $8,250 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $6,261 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $1,935,226 | PYContributionsGrantsAmt |
| CY Contributions Grants | $1,267,676 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $3,179,028 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $1,169,229 | CYProgramServiceRevenueAmt |
| PY Investment Income | $457,578 | PYInvestmentIncomeAmt |
| CY Investment Income | $702,511 | CYInvestmentIncomeAmt |
| PY Other Revenue | $271,088 | PYOtherRevenueAmt |
| CY Other Revenue | $110,692 | CYOtherRevenueAmt |
| PY Total Revenue | $5,842,920 | PYTotalRevenueAmt |
| CY Total Revenue | $3,250,108 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $1,029,912 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $678,213 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $40,000 | 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 | $4,052,608 | PYOtherExpensesAmt |
| CY Other Expenses | $2,065,823 | CYOtherExpensesAmt |
| PY Total Expenses | $5,122,520 | PYTotalExpensesAmt |
| CY Total Expenses | $2,744,036 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $720,400 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $506,072 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $15,810,968 | TotalAssetsBOYAmt |
| Total Assets EOY | $17,367,746 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $384,468 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $401,546 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $15,426,500 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $16,966,200 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE PURPOSE OF THE SCOLIOSIS RESEARCH SOCIETY IS TO FOSTER THE OPTIMAL CARE OF ALL PATIENTS WITH SPINAL DEFORMITIES. | MissionDesc |
| Significant New Program Srvc | Yes (1) | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $401,919 | ExpenseAmt |
| Grant | $70 | GrantAmt |
| Revenue | $59,200 | RevenueAmt |
| Desc | IMAST (INTERNATIONAL MEETING ON ADVANCED SPINE TECHNIQUES) PROVIDES AN INTERNATIONAL SCIENTIFIC FORUM FOR SPINE PROFESSIONALS TO STAY UP-TO-DATE ON EMERGING NEW TECHNOLOGIES AND TECHNIQUES. SPINE SURGEONS AND OTHER ALLIED HEALTH PROFESSIONAL FROM AROUND THE WORLD DISCUSS, DEBATE, AND DEMONSTRATE RECENT ADVANCES IN SPINE SURGERY. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $491,729 | ExpenseAmt |
| Grant | $2,092 | GrantAmt |
| Revenue | $459,377 | RevenueAmt |
| Desc | THE ANNUAL MEETING AND COURSE IS A FORUM FOR THE REALIZATION OF THE SOCIETY'S MISSION AND GOALS, THE IMPROVEMENT OF PATIENT CARE FOR THOSE WITH SPINAL DEFORMITIES. PRESENTATIONS AT THE ANNUAL MEETING & COURSE ARE GIVEN BY LEADING EXPERTS IN THE FIELD AND HAVE VALUE FOR HEALTH CARE PROFESSIONALS WHO TREAT SPINAL DEFORMITIES AT ALL LEVELS AND IN ALL AGES. OVER 100 PAPERS ARE PRESENTED ON AN ARRAY OF TOPICS, INCLUDING ADOLESCENT IDIOPATHIC SCOLIOSIS, GROWING SPINE, KYPHOSIS, ADULT DEFORMITY, TRAUMA, NEUROMUSCULAR SCOLIOSIS AND TUMORS. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $344,392 | ExpenseAmt |
| Grant | $344,392 | GrantAmt |
| Desc | SRS COLLABORATES WITH CORPORATE PARTNERS AND THE INTERNATIONAL SPINE STUDY GROUP ON THE ASLS II STUDY. THIS STUDY IS A CONTINATION OF THE ASLS I STUDY WHICH WAS A PROSPECTIVE, RANDOMIZED NIH FUNDED STUDY THAT EVALUATED THE 2 YEAR TREATMENT OUTCOMES OF OPERATIVE AND NON-OPERATIVE TREATMENT FOR ADULT PATIENTS WITH SYMPTOMATIC LUMBAR SCOLIOSIS. ASLS II ALLOWS FOR LONGER TERM FOLLOW UP OF THE PATIENTS IN THE STUDY. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $874,465 | ExpenseAmt |
| Grant | $331,659 | GrantAmt |
| Revenue | $650,652 | RevenueAmt |
| Desc | OTHER PROGRAM SERVICES: GLOBAL OUTREACH & WORLD WIDE COURSES; JOURNAL; TRAVELING FELLOWSHIP & SCHOLARSHIPS; RESEARCH; DIRECTED COURSES, SPINE DEFORMITY COURSES | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $874,465 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $331,659 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $650,652 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $2,112,505 | 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 | 0 | 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 | 0 | 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 | 0 | 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 | 6 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| 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 |
| 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 | 18 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 17 | 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 | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | IL | StatesWhereCopyOfReturnIsFldCd |
| 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 (18 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd |
|---|---|---|---|---|---|---|
| MARINUS DE KLEUVER MD PHD | ||||||
| RESEARCH CHAIR | 3.00 | Yes (X) | $0 | $0 | $0 | |
| PETER O NEWTON MD | ||||||
| PAST PRESIDENT | 5.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| PAUL D SPONSELLER MD MBA | ||||||
| PAST PRESIDENT | 7.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| HEE-KIT WONG MD | ||||||
| DIRECTOR | 3.00 | Yes (X) | $0 | $0 | $0 | |
| LAUREL C BLAKEMORE MD | ||||||
| SECRETARY | 7.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| JUSTIN SMITH MD | ||||||
| DIRECTOR | 3.00 | Yes (X) | $0 | $0 | $0 | |
| TODD J ALBERT MD | ||||||
| PAST PRESIDENT | 5.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| BENNY DAHL MD | ||||||
| DIRECTOR | 3.00 | Yes (X) | $0 | $0 | $0 | |
| LAWRENCE L HABER MD | ||||||
| DIRECTOR | 3.00 | Yes (X) | $0 | $0 | $0 | |
| SERENA S HU MD | ||||||
| TREASURER | 7.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| FERRAN PELLISE MD PHD | ||||||
| DIRECTOR | 3.00 | Yes (X) | $0 | $0 | $0 | |
| JAMES O SANDERS MD | ||||||
| DIRECTOR | 3.00 | Yes (X) | $0 | $0 | $0 | |
| SUKEN A SHAH MD | ||||||
| EDUCATION CHAIR | 3.00 | Yes (X) | $0 | $0 | $0 | |
| RONALD A LEHMAN JR MD | ||||||
| DIRECTOR | 3.00 | Yes (X) | $0 | $0 | $0 | |
| GREGORY M MUNDIS JR MD | ||||||
| DIRECTOR | 3.00 | Yes (X) | $0 | $0 | $0 | |
| MUHARREM YAZICI MD | ||||||
| PRESIDENT | 3.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| CHRISTOPHER I SHAFFREY MD | ||||||
| PRESIDENT ELECT | 5.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| JOHN T SMITH MD | ||||||
| DIRECTOR | 3.00 | 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 STE 1100 | AddressLine1Txt |
| City | MILWAUKEE | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53202 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | MANAGEMENT | ServicesDesc |
| Compensation | $1,103,284 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $1,267,676 | AllOtherContributionsAmt |
| Noncash Contributions | $11,577 | NoncashContributionsAmt |
| Total Contributions | $1,267,676 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| ANNUAL MTNGS & WORKSHO | 541900 | $512,438 | $512,438 |
| MEMBERSHIP DUES & ASSE | 541900 | $494,030 | $494,030 |
| JOURNAL | 541900 | $68,611 | $68,611 |
| HOW FEES | 541900 | $45,000 | $45,000 |
| M&M REPORTS | 541900 | $28,150 | $28,150 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $21,000 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $21,000 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $1,169,229 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $262,971 | TotalRevenueColumnAmt |
| Exclusion | $262,971 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $439,540 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $0 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $439,540 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $439,540 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $439,540 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $1,182 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,182 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,182 | RelatedOrExemptFuncIncomeAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| ADVERTISING | 541800 | $80,500 | $72,250 | $8,250 |
| OTHER REVENUE | 541900 | $29,010 | $29,010 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $109,510 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,250,108 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,711,211 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $8,250 | UnrelatedBusinessRevenueAmt |
| Exclusion | $262,971 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $546,626 | TotalAmt |
| Program Services | $546,626 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,771 | TotalAmt |
| Program Services | $5,771 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $125,816 | TotalAmt |
| Program Services | $125,816 | ProgramServicesAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,103,284 | TotalAmt |
| Program Services | $726,996 | ProgramServicesAmt |
| Management And General | $376,288 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $82 | TotalAmt |
| Management And General | $82 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,750 | TotalAmt |
| Management And General | $11,750 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $73,084 | TotalAmt |
| Management And General | $73,084 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $31,270 | TotalAmt |
| Program Services | $31,270 | ProgramServicesAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,140 | TotalAmt |
| Program Services | $2,014 | ProgramServicesAmt |
| Management And General | $3,126 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $89,042 | TotalAmt |
| Program Services | $64,882 | ProgramServicesAmt |
| Management And General | $24,160 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $51,844 | TotalAmt |
| Program Services | $26,991 | ProgramServicesAmt |
| Management And General | $24,853 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $38,159 | TotalAmt |
| Program Services | $37,673 | ProgramServicesAmt |
| Management And General | $486 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $439,547 | TotalAmt |
| Program Services | $345,993 | ProgramServicesAmt |
| Management And General | $93,554 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,905 | TotalAmt |
| Program Services | $6,905 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,825 | TotalAmt |
| Program Services | $9,040 | ProgramServicesAmt |
| Management And General | $12,785 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| PRODUCTS AND PUBLICATIO | $164,757 | $164,757 | |
| OTHER EXPENSES | $11,280 | $4,849 | $6,431 |
| OUTREACH/TRAVELING FELL | $10,346 | $10,346 | |
| MORBIDITY AND MORTALITY | $2,960 | $2,960 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,548 | TotalAmt |
| Program Services | $2,576 | ProgramServicesAmt |
| Management And General | $1,972 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,744,036 | TotalAmt |
| Program Services | $2,112,505 | ProgramServicesAmt |
| Management And General | $631,531 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,201,067 | BOYAmt |
| EOY | $1,597,001 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $505,857 | BOYAmt |
| EOY | $506,307 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,050 | BOYAmt |
| EOY | $0 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $125,793 | BOYAmt |
| EOY | $754,446 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $72,840 | BOYAmt |
| EOY | $72,797 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $759,004 | BOYAmt |
| EOY | $533,999 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,425,393 | BOYAmt |
| EOY | $13,073,487 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $111,473 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $700,964 | BOYAmt |
| EOY | $718,236 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,810,968 | BOYAmt |
| EOY | $17,367,746 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $94,348 | BOYAmt |
| EOY | $210,156 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $290,120 | BOYAmt |
| EOY | $191,390 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $384,468 | BOYAmt |
| EOY | $401,546 | 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 | $14,502,273 | BOYAmt |
| EOY | $15,899,706 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $924,227 | BOYAmt |
| EOY | $1,066,494 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,426,500 | BOYAmt |
| EOY | $16,966,200 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,810,968 | BOYAmt |
| EOY | $17,367,746 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $506,072 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $1,008,164 | NetUnrlzdGainsLossesInvstAmt |
| Prior Period Adjustments | $25,464 | PriorPeriodAdjustmentsAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| 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) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,245,842 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,939,751 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,500,368 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,495,620 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,761,706 | CurrentTaxYearAmt |
| Total | $10,943,287 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,245,842 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,939,751 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,500,368 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,495,620 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,761,706 | CurrentTaxYearAmt |
| Total | $10,943,287 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $712,188 | SubstantialContributorsTotAmt |
| Public Support Total170 | $10,231,099 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $122,106 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $137,442 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $245,443 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $256,432 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $262,971 | CurrentTaxYearAmt |
| Total | $1,024,394 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $165,500 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $225,000 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $265,000 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $259,500 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $80,500 | CurrentTaxYearAmt |
| Total | $995,500 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,421,419 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,442,780 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,641,533 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,628,298 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $704,209 | CurrentTaxYearAmt |
| Total | $10,838,239 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $23,801,420 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $3,106 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.42990 | PublicSupportCY170Pct |
| Public Support PY170 | 0.39920 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: | FormAndLineReferenceDesc |
| Explanation | OTHER REVENUE - 2016 AMOUNT: $ 15,886. 2017 AMOUNT: $ 20,811. 2018 AMOUNT: $ 25,792. 2019 AMOUNT: $ 9,664. 2020 AMOUNT: $ 29,010. GROSS RECEIPTS FROM RELATED ACTIVITIES - 2016 AMOUNT: $ 2,405,533. 2017 AMOUNT: $ 2,421,969. 2018 AMOUNT: $ 2,615,741. 2019 AMOUNT: $ 2,618,634. 2020 AMOUNT: $ 675,199. | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Disclosed For Charitable Prps | Yes (1) | DisclosedForCharitablePrpsInd |
| Total Book Value Land Buildings | $0 | TotalBookValueLandBuildingsAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $4,185,188 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $1,008,164 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $1,008,164 | RevenueNotReportedAmt |
| Revenue Subtotal | $3,177,024 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $73,084 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $73,084 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $3,250,108 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $2,670,952 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $2,670,952 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $73,084 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $73,084 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $2,744,036 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | RELYING ON PROFITS FROM MEETINGS AND DONATIONS FROM MEMBERS AND MEDICAL COMPANIES EACH YEAR, THE SRS BEGAN LIMITED RESEARCH FUNDING IN 1980. IN THE LATE 1980'S, SRS LEADERS DECIDED TO ESTABLISH A RESEARCH ENDOWMENT FUND IN ORDER TO GUARANTEE THE AVAILABLITY OF FUNDS FOR SCOLIOSIS RESEARCH. MOSTLY THROUGH DONATIONS FROM SRS MEMBERS, A GOAL OF $1.2 MILLION WAS REACHED IN 1992. INCOME FROM THIS FUND HAS BEEN USED EACH YEAR TO FUND PROJECTS SELECTED THROUGH A PEER-REVIEWED GRANT APPLICATION PROCESS. GRANT RECIPIENTS ARE REQUIRED TO PROVIDE REGULAR FINANCIAL REPORTS AND TO REPORT ON THE RESULTS OF THEIR RESEARCH AT AN SRS MEETING. |
| PART X, LINE 2: | THE ORGANIZATION 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 CERTAIN ACTIVITIES (PRIMARILY ADVERTISING INCOME) NOT DIRECTLY RELATED TO THE ORGANIZATION'S TAX-EXEMPT PURPOSE IS SUBJECT TO TAXATION AS UNRELATED BUSINESS INCOME. AS OF DECEMBER 31, 2020, THE ORGANIZATION HAD A TAX ASSET OF $20,205 FOR ESTIMATED PAYMENTS IN EXCESS OF ACTUAL UNRELATED BUSINESS INCOME TAX (UBIT). ESTIMATED TAX PAYMENTS AND PRIOR YEAR OVERPAYMENTS APPLIED TO 2020 TAX TOTALED $22,177. TOTAL UNRELATED BUSINESS INCOME TAX EXPENSE FOR THE YEAR ENDED DECEMBER 31, 2020, WAS $1,972. 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, 2020, 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. |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp (5 entries)
| RegionRegionTxt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Region Total ExpendituresRegionTotalExpendituresAmt | Specific Services ProvidedSpecificServicesProvidedTxt |
|---|---|---|---|
| EAST ASIA & THE PACIFIC | GRANTS TO RECIPIENTS LOCATED IN REGION | $21,800 | |
| EUROPE | GRANTS TO RECIPIENTS LOCATED IN REGION | $73,766 | |
| SOUTH ASIA | GRANTS TO RECIPIENTS LOCATED IN REGION | $2,750 | |
| NORTH AMERICA | GRANTS TO RECIPIENTS LOCATED IN REGION | $27,500 | |
| SOUTH AMERICA | PROGRAM SERVICES | $35,849 | CURRENT CONCEPTS IN SPINE DEFORMITY |
| 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 | $161,665 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $161,665 | TotalSpentAmt |
Grants To Org Outside US GrantsToOrgOutsideUSGrp (7 entries)
| RegionRegionTxt | Purpose Of GrantPurposeOfGrantTxt | Cash GrantCashGrantAmt | Manner Of Cash DisbursementMannerOfCashDisbursementTxt | Valuation Method UsedValuationMethodUsedDesc |
|---|---|---|---|---|
| EUROPE | RESEARCH | $19,866 | WIRE | FMV |
| EAST ASIA & THE PACIFIC | RESEARCH | $20,000 | WIRE | FMV |
| EUROPE | RESEARCH | $20,000 | WIRE | FMV |
| NORTH AMERICA | RESEARCH | $7,500 | WIRE | FMV |
| NORTH AMERICA | RESEARCH | $20,000 | WIRE | FMV |
| EUROPE | RESEARCH | $12,000 | WIRE | FMV |
| EUROPE | RESEARCH | $20,000 | WIRE | FMV |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 7 | Total501c3OrgCnt |
| Total Other Org | 0 | 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 (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 2: | WRITTEN APPLICATIONS SUBMITTED ARE REVIEWED BY THE RESEARCH GRANT OR AWARDS COMMITTEE. THOSE WHO RECEIVE RESEARCH GRANTS MUST ACKNOWLEDGE THAT THEY WILL SUBMIT WRITTEN PROGRESS AND FINANCIAL REPORTS AND THAT "IF FOR ANY REASON THE PROJECT FOR WHICH THE FUNDS WERE ALLOCATED CANNOT BE UNDERTAKEN WITHIN 12 MONTHS A FULL REFUND OF THE GRANT MONEY WILL BE MADE TO THE SRS," PRIOR TO DISTRIBUTION OF ANY FUNDS. SRS HAS A SPECIFIC GRANT REPORT FORM THAT IS TO BE COMPLETED AND COPIES OF THE GRANT REPORTS ARE KEPT IN SRS FILES. |
| PART III ACCOUNTING METHOD: |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (12 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Valuation Method UsedValuationMethodUsedDesc | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|
| RESEARCH FOUNDATION FOR THE STATE UNIVERSITY OF NEW YORK | ||||||||
| PO BOX 9 | ALBANY | NY | 122010009 | 141368361 | 501(C)(3) | $7,500 | FMV | RESEARCH GRANT |
| AMERICAN ACADEMY OF ORTHOPAEDIC SURGRONS | ||||||||
| 9400 W HIGGINS RD | ROSEMONT | IL | 60018 | 362110592 | 501(C)(3) | $15,000 | FMV | BOARD OF SPECIALTY SOCIETIES SUPPORT |
| STANFORD UNIVERSITY | ||||||||
| PO BOX 44253 | SAN FRANCISCO | CA | 941444253 | 941156365 | 501(C)(3) | $32,000 | FMV | RESEARCH GRANT |
| THE CHILDREN'S HOSPITAL CORPORATION | ||||||||
| 300 LONGWOOD AVENUE | BOSTON | MA | 021155724 | 042774441 | 501(C)(3) | $11,838 | FMV | RESEARCH GRANT |
| NEW YORK UNIVERSITY | ||||||||
| 70 WASHINGTON SQUARE SOUTH | NEW YORK | NY | 10012 | 135562308 | 501(C)(3) | $7,500 | FMV | RESEARCH GRANT |
| INTERNATIONAL SPINE STUDY GROUP FOUNDATION | ||||||||
| 15480 IOLA ST | BRIGHTON | CO | 80602 | 271833811 | 501(C)(3) | $344,392 | FMV | ASLS II STUDY FUNDING |
| MAYO CLINIC RESEARCH | ||||||||
| 200 FIRST STREET SW | ROCHESTER | MN | 55902 | 416011702 | 501(C)(3) | $5,272 | FMV | RESEARCH GRANT |
| ORTHOPAEDIC RESEARCH AND EDUCATION FOUNDATION | ||||||||
| 9400 W HIGGINS RD STE 215 | ROSEMONT | IL | 600184975 | 366009467 | 501(C)(3) | $42,500 | FMV | SPINE COLLABORATIVE RESEARCH FUNDING |
| STRAIGHT FORWARD SCOLIOSIS FOUNDATION INC | ||||||||
| 685 MONROE ST TOP FLOOR | BROOKLYN | NY | 112212813 | 812827904 | 501(C)(3) | $10,000 | FMV | STRAIGHTFORWARD CAMPAIGN SUPPORT |
| THE REGENTS OF THE UNIVERSITY OF COLORADO | ||||||||
| 1800 N GRANT ST STE 600 | DENVER | CO | 80203 | 846000555 | 501(C)(3) | $20,000 | FMV | RESEARCH GRANT |
| TRUSTEES OF COLUMBIA UNIVERSITY | ||||||||
| 622 W 113TH STREET | NEW YORK | NY | 10025 | 135598093 | 501(C)(3) | $35,000 | FMV | RESEARCH GRANT |
| WASHINGTON UNIVERSITY | ||||||||
| 660 S EUCLID AVE | ST LOUIS | MO | 63110 | 430653611 | 501(C)(3) | $7,500 | FMV | RESEARCH GRANT |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 12 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | WRITTEN APPLICATIONS SUBMITTED ARE REVIEWED BY THE RESEARCH GRANT OR AWARDS COMMITTEE. THOSE WHO RECEIVE RESEARCH GRANTS MUST ACKNOWLEDGE THAT THEY WILL SUBMIT WRITTEN PROGRESS AND FINANCIAL REPORTS AND THAT "IF FOR ANY REASON THE PROJECT FOR WHICH THE FUNDS WERE ALLOCATED CANNOT BE UNDERTAKEN WITHIN 12 MONTHS A FULL REFUND OF THE GRANT MONEY WILL BE MADE TO THE SRS," PRIOR TO DISTRIBUTION OF ANY FUNDS. SRS HAS A SPECIFIC GRANT REPORT FORM THAT IS TO BE COMPLETED AND COPIES OF THE GRANT REPORTS ARE KEPT IN SRS FILES. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (9 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART III, LINE 2 | AS A RESULT OF COVID-19 VARIOUS MEETINGS/COURSES WERE CANCELLED, POSTONED OR HELD VIRTUALLY RATHER THAN IN-PERSON. |
| FORM 990, PART VI, SECTION A, LINE 3 | LINE 3 EXPLANATION - SRS IS CONTRACTED WITH EXECUTIVE DIRECTOR, INC. (EDI) TO PROVIDE ASSOCIATION MANAGEMENT SERVICES. |
| FORM 990, PART VI, SECTION A, LINE 6 | LINE 6 EXPLANATION - SRS HAS SIX CLASSES OF MEMBERSHIP (REFERRED TO AS "FELLOWSHIP") NAMELY, CANDIDATE, ACTIVE, INACTIVE, ASSOCIATE, EMERITUS, AND HONORARY. |
| FORM 990, PART VI, SECTION A, LINE 7A | LINE 7A EXPLANATION - THE NOMINATING COMMITTEE PRESENTS A FINAL SLATE OF CANDIDATES TO THE SRS MEMBERSHIP AND THE CANDIDATES ARE ELECTED UPON RECEIVING A MAJORITY OF THE VOTES CAST BY ACTIVE FELLOWS AT THE ANNUAL MEETING. |
| FORM 990, PART VI, SECTION A, LINE 7B | LINE 7B EXPLANATION - THERE ARE THREE DECISIONS THAT REQUIRE A VOTE BY THE MEMBERS: ELECTION OF OFFICERS, REMOVAL OF AN OFFICER AND AMENDMENTS TO THE BYLAWS. ONLY ACTIVE MEMBERS IN GOOD STANDING MAY VOTE, AND THEY MUST VOTE IN PERSON AT THE ANNUAL MEETING OR AT A SPECIAL MEETING, IF ONE IS CALLED. ELECTION OF OFFICERS REQUIRES ONLY A SIMPLE MAJORITY. AMENDMENTS AND REMOVAL OF AN OFFICER REQURE A 2/3 MAJORITY OF THOSE PRESENT. |
| FORM 990, PART VI, SECTION B, LINE 11B | LINE 11B EXPLANATION - THE BOARD OF DIRECTORS RECEIVES AND REVIEWS A COPY OF THE FORM 990 AND ALL APPLICABLE SCHEDULES. AFTER THE BOARD APPROVES OF THE FORM, IT IS SIGNED BY A SELECTED OFFICER AND FILED WITH THE IRS. |
| FORM 990, PART VI, SECTION B, LINE 12C | MANAGEMENT REVIEWS THE DISCLOSURE FORMS AND INFORMS THE BOARD OF ANY POSSIBLE CONFLICTS. THE FORMS ARE KEPT ON FILE AND AVAILABLE FOR THE BOARD OF DIRECTORS TO REVIEW. |
| FORM 990, PART VI, SECTION B, LINE 15 | SRS IS MANAGED BY EXECUTIVE DIRECTOR, INC., A FOR-PROFIT MANAGEMENT COMPANY. SRS HAS NO OFFICIAL EMPLOYEES BECAUSE ALL STAFF ASSIGNED TO SRS ARE EMPLOYEES OF THE MANAGEMENT COMPANY. SRS CONTRACTS WITH EXECUTIVE DIRECTOR, INC TO PROVIDE OFFICE FACILITIES, MANAGEMENT, RECORD KEEPING, ACCOUNTING, STORAGE, OTHER SIGNIFICANT SERVICES AND RELATED OVERCOST. THE ASSOCIATION MANAGEMENT FEE IS REVIEWED AT LEAST ONCE A YEAR BY THE BOARD, USUALLY DURING THE BUDGETING PROCESS FOR THE NEXT YEAR. SRS DOES NOT HAVE ANYBODY WHO FITS THE DEFINITION OF A KEY EMPLOYEE. REASONABLE COMPENSATION FOR SERVICES RENDERED TO OR FOR SRS TO OFFICERS IS ANNUALLY REVIEWED AND APPROVED BY THE BOARD DURING THE BUDGETING PROCESS. |
| FORM 990, PART VI, SECTION C, LINE 19 | SRS MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FORM 990/990-T AVAILABLE FOR PUBLIC INSPECTION UPON REQUEST. ALL REQUESTS SHOULD BE MADE TO THE SRS OFFICE AND A PRINT OR ELECTRONIC COPY OF THE REQUESTED DOCUMENTS WILL BE PROVIDED. |