CERVICAL SPINE RESEARCH SOCIETY INC: Form 990, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- CERVICAL SPINE RESEARCH SOCIETY INC (EIN 52-1231718)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-13
- IRS object ID
- 202043189349305159
- Schema version
- 2019v5.0
- 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 | 2020-11-13T09:15:44-08:00 | ReturnTs |
| Tax Period End | 2019-12-31 | 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 Ste 550 | AddressLine1Txt |
| City | Milwaukee | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 532023144 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | 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 STREET | AddressLine1Txt |
| City | MILWAUKEE | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53202 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ALEXANDER J GHANAYEM MD | PersonNm |
| Person Title | Treasurer | PersonTitleTxt |
| Signature | 2020-11-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KATY L SOMMER | PreparerPersonNm |
| PTIN | P00273273 | PTIN |
| Phone | 4142711451 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | ALEXANDER VACCARO III MD PHD | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 555 E WELLS STREET 1100 | AddressLine1Txt |
| City | MILWAUKEE | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53202 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $8,527,848 | GrossReceiptsAmt |
| Group Return For Affiliates | false | 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 | 18 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 18 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 18 | TotalVolunteersCnt |
| Total Gross UBI | $13,750 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $10,550 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $51,839 | PYContributionsGrantsAmt |
| CY Contributions Grants | $146,771 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $1,064,340 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $1,132,801 | CYProgramServiceRevenueAmt |
| PY Investment Income | $542,554 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,997,977 | CYInvestmentIncomeAmt |
| CY Other Revenue | $25,680 | CYOtherRevenueAmt |
| PY Total Revenue | $1,658,733 | PYTotalRevenueAmt |
| CY Total Revenue | $3,303,229 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $342,001 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $262,611 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| CY Salaries Comp Emp Bnft Paid | $0 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $960,223 | PYOtherExpensesAmt |
| CY Other Expenses | $1,040,270 | CYOtherExpensesAmt |
| PY Total Expenses | $1,302,224 | PYTotalExpensesAmt |
| CY Total Expenses | $1,302,881 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $356,509 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $2,000,348 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $13,280,384 | TotalAssetsBOYAmt |
| Total Assets EOY | $16,755,501 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $129,465 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $285,117 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $13,150,919 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $16,470,384 | 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 | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $518,504 | ExpenseAmt |
| Revenue | $695,250 | RevenueAmt |
| Desc | THE CSRS 2019 INSTRUCTIONAL COURSE AND ANNUAL MEETING WAS HELD IN NEW YORK CITY, NEW YORK AND THE MEETINGS 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. - PRESENT THE RESULTS OF CURRENT CERVICAL SPINE RESEARCH DATA. - PROMOTE DISCUSSION OF NEW DEVELOPMENTS AND TECHNIQUES. - FOSTER RESEARCH CONCERNING THE DIAGNOSIS AND TREATMENT OF CERVICAL SPINE INJURY AND DISEASE. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $262,611 | ExpenseAmt |
| Grant | $262,611 | GrantAmt |
| Desc | IN 2019 CSRS AWARDED JUST OVER $250,000 IN RESEARCH GRANTS AND AWARD PAPERS 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 | $204,071 | ExpenseAmt |
| Revenue | $437,551 | RevenueAmt |
| Desc | OTHER PROGRAM SERVICES | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $19,536 | TotalOtherProgSrvcExpenseAmt |
| Total Program Service Expenses | $1,004,722 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (true) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | false | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | false | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Schedule J Required | false | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | false | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 12 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Form8282 Filed | 0 | Form8282FiledCnt |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Form8899 Filedind | false | Form8899Filedind |
| Form1098 C Filed | false | Form1098CFiledInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 18 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 18 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | Yes (true) | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (true) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (true) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | false | CompensationProcessCEOInd |
| Compensation Process Other | false | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | IL | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Executive Director Inc | PersonNm |
| 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 | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|---|
| ALEXANDER VACCARO III MD PHD | |||||||
| President | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| JOHN M RHEE MD | |||||||
| Vice President | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| RICK C SASSO MD | |||||||
| president elect | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| JEFFREY C WANG MD | |||||||
| Last president | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| DARREL S BRODKE MD | |||||||
| past president | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| ALEXANDER J GHANAYEM MD | |||||||
| Treasurer | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| JEAN-JACQUES ABITBOL MD | |||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| JEFFREY D COE MD | |||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| MICHAEL D DAUBS MD | |||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| MICHAEL C GERLING MD | |||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| ZOHER GHOGAWALA MD | |||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| JAMES S HARROP MD FAANS | |||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| BRANDON D LAWRENCE MD | |||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| STEVEN C LUDWIG MD | |||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| R ALDEN MILAM IV MD | |||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| ALPESH A PATEL MD FACS | |||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| GREGORY D SCHROEDER MD | |||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| JUSTIN S SMITH MD PhD | |||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | false | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (2 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| EXECUTIVE DIRECTOR INC | |||||
| 555 E WELLS STREET | MILWAUKEE | WI | 53202 | MANAGEMENT SERVICES | $166,167 |
| AMERICAN ACADEMY OF ORTHOPAEDIC SURGEONS | |||||
| 9400 W HIGGINS ROAD | ROSEMONT | IL | 60018 | MANAGEMENT SERVICES | $150,290 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 2 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $146,771 | AllOtherContributionsAmt |
| Total Contributions | $146,771 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| ANNUAL MEETING REVENUE | 611710 | $797,163 | $797,163 |
| INSTRUCTIONAL COURSES | 611710 | $97,088 | $97,088 |
| Membership Dues & Assessments | 611710 | $238,550 | $238,550 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $1,132,801 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $243,932 | TotalRevenueColumnAmt |
| Exclusion | $243,932 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $6,978,664 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $5,224,619 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,754,045 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,754,045 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,754,045 | RelatedOrExemptFuncIncomeAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | Total Revenue ColumnTotalRevenueColumnAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt | ExclusionExclusionAmt |
|---|---|---|---|
| SPONSORSHIP | $13,750 | $13,750 | |
| UNUSED GRANT FUNDS | $11,930 | $11,930 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $25,680 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,303,229 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $2,886,846 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $13,750 | UnrelatedBusinessRevenueAmt |
| Exclusion | $255,862 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $251,236 | TotalAmt |
| Program Services | $251,236 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,375 | TotalAmt |
| Program Services | $7,375 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,000 | TotalAmt |
| Program Services | $4,000 | ProgramServicesAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $316,457 | TotalAmt |
| Program Services | $158,228 | ProgramServicesAmt |
| Management And General | $158,229 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,786 | TotalAmt |
| Program Services | $4,066 | ProgramServicesAmt |
| Management And General | $5,720 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,915 | TotalAmt |
| Management And General | $8,915 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $74,924 | TotalAmt |
| Management And General | $74,924 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,065 | TotalAmt |
| Program Services | $4,065 | ProgramServicesAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $789 | TotalAmt |
| Program Services | $600 | ProgramServicesAmt |
| Management And General | $189 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $56,694 | TotalAmt |
| Program Services | $21,115 | ProgramServicesAmt |
| Management And General | $35,579 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,670 | TotalAmt |
| Program Services | $3,179 | ProgramServicesAmt |
| Management And General | $2,491 | ManagementAndGeneralAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $40,861 | TotalAmt |
| Program Services | $39,388 | ProgramServicesAmt |
| Management And General | $1,473 | ManagementAndGeneralAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,332 | TotalAmt |
| Program Services | $2,425 | ProgramServicesAmt |
| Management And General | $1,907 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| MEALS | $410,242 | $410,127 | $115 |
| AUDIO SERVICES | $68,857 | $68,857 | |
| MISCELLANEOUS | $19,812 | $14,591 | $5,221 |
| EDITORIAL SUBSCRIPTIONS | $15,470 | $15,470 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,396 | TotalAmt |
| Management And General | $3,396 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,302,881 | TotalAmt |
| Program Services | $1,004,722 | ProgramServicesAmt |
| Management And General | $298,159 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,743,294 | BOYAmt |
| EOY | $1,620,649 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,500 | BOYAmt |
| EOY | $0 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $23,421 | BOYAmt |
| EOY | $28,500 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,146 | BOYAmt |
| EOY | $37,918 | EOYAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,505,023 | BOYAmt |
| EOY | $15,008,794 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $59,640 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,280,384 | BOYAmt |
| EOY | $16,755,501 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $43,515 | BOYAmt |
| EOY | $226,017 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $85,950 | BOYAmt |
| EOY | $59,100 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $129,465 | BOYAmt |
| EOY | $285,117 | 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 | $6,279,353 | BOYAmt |
| EOY | $9,707,769 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,871,566 | BOYAmt |
| EOY | $6,762,615 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,150,919 | BOYAmt |
| EOY | $16,470,384 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,280,384 | BOYAmt |
| EOY | $16,755,501 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $2,000,348 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $1,319,117 | NetUnrlzdGainsLossesInvstAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | 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 (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | 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 | $295,444 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $284,384 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $264,104 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $51,839 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $146,771 | CurrentTaxYearAmt |
| Total | $1,042,542 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $720,542 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $845,674 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $865,300 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,064,340 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,132,801 | CurrentTaxYearAmt |
| Total | $4,628,657 | TotalAmt |
Gross Receipts Non Unrlt Bus GrossReceiptsNonUnrltBusGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft509 TaxRevLeviedOrgnztnlBnft509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl509 GovtFurnSrvcFcltsVl509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,015,986 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,130,058 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,129,404 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,116,179 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,279,572 | CurrentTaxYearAmt |
| Total | $5,671,199 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $27,500 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $150,000 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $200,000 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year | $123,719 | CurrentTaxYearAmt |
| Total | $501,219 | 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 | $27,500 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $150,000 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $200,000 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year | $123,719 | CurrentTaxYearAmt |
| Total | $501,219 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $5,169,980 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $357,040 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $183,385 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $359,313 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $542,554 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $243,932 | CurrentTaxYearAmt |
| Total | $1,686,224 | TotalAmt |
Post1975 UBTI Post1975UBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $357,040 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $183,385 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $359,313 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $542,554 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $243,932 | CurrentTaxYearAmt |
| Total | $1,686,224 | TotalAmt |
Net Income From Other UBI NetIncomeFromOtherUBIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,373,026 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,313,443 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,488,717 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,658,733 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,523,504 | CurrentTaxYearAmt |
| Total | $7,357,423 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.70270 | PublicSupportCY509Pct |
| Public Support PY509 | 0.66000 | PublicSupportPY509Pct |
| Investment Income CY | 0.22920 | InvestmentIncomeCYPct |
| Investment Income PY | 0.26510 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
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 | $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 |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $691,480 | BeginningYearBalanceAmt |
| Contributions | $15,000 | ContributionsAmt |
| Investment Earnings Or Losses | -$21,047 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $9,700 | OtherExpendituresAmt |
| End Year Balance | $675,733 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $649,498 | BeginningYearBalanceAmt |
| Contributions | $13,500 | ContributionsAmt |
| Investment Earnings Or Losses | $33,482 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $5,000 | OtherExpendituresAmt |
| End Year Balance | $691,480 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $614,118 | BeginningYearBalanceAmt |
| Contributions | $32,000 | ContributionsAmt |
| Investment Earnings Or Losses | $11,380 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $8,000 | OtherExpendituresAmt |
| End Year Balance | $649,498 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $615,412 | BeginningYearBalanceAmt |
| Contributions | $11,000 | ContributionsAmt |
| Investment Earnings Or Losses | -$4,494 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $7,800 | OtherExpendituresAmt |
| End Year Balance | $614,118 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.51800 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.45830 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.02370 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
| Related Org List Sch R | false | RelatedOrgListSchRInd |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $4,547,422 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $1,319,117 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $1,319,117 | RevenueNotReportedAmt |
| Revenue Subtotal | $3,228,305 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $74,924 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $74,924 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $3,303,229 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $1,227,957 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Subtotal | $1,227,957 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $74,924 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $74,924 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $1,302,881 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part X : FIN48 Footnote | FormAndLineReferenceDesc |
| Explanation | 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, 2019, 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. | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | 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 | Address Line1ForeignAddress/AddressLine1Txt | CityForeignAddress/CityNm | Province Or StateForeignAddress/ProvinceOrStateNm | CountryForeignAddress/CountryCd | Foreign PostalForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ROTHMAN ORTHOPAEDIC INSTITUTE | ||||||||||||||
| 925 CHESTNUT STREET | PHILADELPHIA | PA | 19107 | 232856880 | 501 (C)(3) | $14,452 | $0 | FMV | RESEARCH GRANT | |||||
| SWEDISH HEALTH SERVICES | ||||||||||||||
| 747 BROADWAY | SEATTLE | WA | 98122 | 910433740 | 501 (C)(3) | $12,140 | $0 | FMV | RESEARCH GRANT | |||||
| UNIVERSITY HEALTH NETWORK | ||||||||||||||
| 986000971 | 501 (C)(3) | $90,000 | $0 | FMV | RESEARCH GRANT | 190 ELIZABETH STREET | TORONTO | ONTARIO | CA | M5G2C4 | ||||
| UNIVERSITY OF ILLINOIS BOARD | ||||||||||||||
| 809 SOUTH MARSHFIELD AVE | CHICAGO | IL | 60612 | 376000511 | IL STATE GOVERNMENT | $74,999 | $0 | FMV | RESEARCH GRANT | |||||
| UNIVERSITY OF IOWA HOSPITALS | ||||||||||||||
| 105 JESSUP HALL | IOWA CITY | IA | 52242 | 426004813 | IA STATE GOVERNMENT | $24,645 | $0 | FMV | RESEARCH GRANT | |||||
| UNIVERSITY OF UTAH ORTHO | ||||||||||||||
| 201 S PRESIDENTS CIRCLE | SALT LAKE CITY | UT | 84112 | 876000525 | 501 (C)(3) | $25,000 | $0 | FMV | RESEARCH GRANT | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 5 | Total501c3OrgCnt |
| Total Other Org | 1 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | RESEARCH AWARD PAPERS | GrantTypeTxt |
| Recipient | 7 | RecipientCnt |
| Cash Grant | $7,375 | CashGrantAmt |
| Valuation Method Used | FMV | ValuationMethodUsedDesc |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Grantmaker's Description of How Grants are Used | 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 (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part III, Line 4d: Other Program Services Description | OTHER PROGRAM SERVICES 4: OTHER PROGRAM SERVICES |
| Form 990, Part VI, Line 3: Description of Delegated Duties to Management Company | MANAGEMENT DUTIES WERE DELEGATED TO AMERICAN ACADEMY OF ORTHOPAEDIC SURGEONS THROUGH MAY 2019 AND THEN TO EXECUTIVE DIRECTOR INC. JUNE 2019 THROUGH CURRENT. SUCH DUTIES INCLUDE STAFFING, ADMINISTRATIVE, CLERICAL, FINANCIAL, OFFICE SPACE, NEWSLETTER, WEBSITE, FUNDRAISING, AND OTHER SERVICES. |
| Form 990, Part VI, Line 6: Explanation of Classes of Members or Shareholder | THE SOCIETY IS A MEMBERSHIP ORGANIZATION. |
| Form 990, Part VI, Line 11b: Form 990 Review Process | 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, Line 12c: Explanation of Monitoring and Enforcement of Conflicts | 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, Line 19: Other Organization Documents Publicly Available | DOCUMENTS ARE AVAILABLE UPON REQUEST AND ON THE ORGANIZATION'S WEBSITE. |