STRATEGY STUDIO / PUBLIC DATA EXPLORER

SCOLIOSIS RESEARCH SOCIETY: Form 990, tax year 2018

View the entire original 990 at ProPublica ↗

Organization
SCOLIOSIS RESEARCH SOCIETY (EIN 23-7181863)
Tax period
2018-01-01 to 2018-12-31
Filed
2019-11-08
IRS object ID
201933129349300418
Schema version
2018v3.1
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

FieldValueIRS element (for citing)
Return2019-11-08T06:11:38-08:00ReturnTs
Tax Period End2018-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN390919055PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Ritz Holman LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1330 E Kilbourn Ste 550AddressLine1Txt
CityMilwaukeeCityNm
State AbbreviationWIStateAbbreviationCd
ZIP532023144ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2018-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN237181863EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1SCOLIOSIS RESEARCH SOCIETYBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlSCOLBusinessNameControlTxt
Phone4142899107PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1555 EAST WELLS STREETAddressLine1Txt
CityMILWAUKEECityNm
State AbbreviationWIStateAbbreviationCd
ZIP53202ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJ ABBOTT BYRD III MDPersonNm
Person TitleTreasurerPersonTitleTxt
Signature2019-11-08SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonKATY L SOMMERPreparerPersonNm
PTINP00273273PTIN
Phone4142711451PhoneNum
FieldValueIRS element (for citing)
Tax2018TaxYr
Build TS2020-03-31 21:24:44ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerPeter O Newton MDPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1555 E Wells Street Ste 1100AddressLine1Txt
CityMilwaukeeCityNm
State AbbreviationWIStateAbbreviationCd
ZIP53202ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$5,937,807GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
All Affiliates IncludedfalseAllAffiliatesIncludedInd
Organization501c3Yes (X)Organization501c3Ind
Website Addresswww.srs.orgWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1966FormationYr
Legal Domicile StateILLegalDomicileStateCd
Activity Or MissionTHE PURPOSE OF THE SCOLIOSIS RESEARCH SOCIETY IS TO FOSTER THE OPTIMAL CARE OF ALL PATIENTS WITH SPINAL DEFORMITIES.ActivityOrMissionDesc
Voting Members Governing Body18VotingMembersGoverningBodyCnt
Voting Members Independent18VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers22TotalVolunteersCnt
Total Gross UBI$35,000TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$8,209NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$2,036,743PYContributionsGrantsAmt
CY Contributions Grants$1,973,763CYContributionsGrantsAmt
PY Program Service Revenue$2,907,775PYProgramServiceRevenueAmt
CY Program Service Revenue$3,142,346CYProgramServiceRevenueAmt
PY Investment Income$392,232PYInvestmentIncomeAmt
CY Investment Income$527,643CYInvestmentIncomeAmt
PY Other Revenue$251,914PYOtherRevenueAmt
CY Other Revenue$294,055CYOtherRevenueAmt
PY Total Revenue$5,588,664PYTotalRevenueAmt
CY Total Revenue$5,937,807CYTotalRevenueAmt
PY Grants And Similar Paid$504,672PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$1,006,974CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$500PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$0CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$4,881,843PYOtherExpensesAmt
CY Other Expenses$4,410,720CYOtherExpensesAmt
PY Total Expenses$5,387,015PYTotalExpensesAmt
CY Total Expenses$5,417,694CYTotalExpensesAmt
PY Revenues Less Expenses$201,649PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$520,113CYRevenuesLessExpensesAmt
Total Assets BOY$14,021,849TotalAssetsBOYAmt
Total Assets EOY$13,469,200TotalAssetsEOYAmt
Total Liabilities BOY$173,275TotalLiabilitiesBOYAmt
Total Liabilities EOY$170,017TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$13,848,574NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$13,299,183NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionTHE PURPOSE OF THE SCOLIOSIS RESEARCH SOCIETY IS TO FOSTER THE OPTIMAL CARE OF ALL PATIENTS WITH SPINAL DEFORMITIES.MissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$1,992,356ExpenseAmt
Grant$975,888GrantAmt
Revenue$609,413RevenueAmt
DescOther program services: GLOBAL OUTREACH & WORLD WIDE COURSES; JOURNAL; TRAVELING FELLOWSHIP & SCHOLARSHIPS; RESEARCH; DIRECTED COURSESDesc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$1,433,163ExpenseAmt
Revenue$1,476,373RevenueAmt
DescTHE 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

FieldValueIRS element (for citing)
Expense$1,106,336ExpenseAmt
Revenue$1,056,560RevenueAmt
DescIMAST (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
FieldValueIRS element (for citing)
Total Program Service Expenses$4,531,855TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredYes (true)ScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesfalseLobbyingActivitiesInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Donor Advised FundfalseDonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtfalseCollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Temp Or Permanent EndowmentsfalseTempOrPermanentEndowmentsInd
Report Land Building EquipmentfalseReportLandBuildingEquipmentInd
Report Investments Other SecfalseReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsfalseReportOtherAssetsInd
Report Other LiabilitiesfalseReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (true)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (true)IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtfalseConsolidatedAuditFinclStmtInd
School OperatingfalseSchoolOperatingInd
Foreign OfficefalseForeignOfficeInd
Foreign ActivitiesYes (true)ForeignActivitiesInd
More Than5000 K To OrgYes (true)MoreThan5000KToOrgInd
More Than5000 K To IndividualsYes (true)MoreThan5000KToIndividualsInd
Professional FundraisingfalseProfessionalFundraisingInd
Fundraising ActivitiesfalseFundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsYes (true)GrantsToOrganizationsInd
Grants To IndividualsYes (true)GrantsToIndividualsInd
Schedule J RequiredfalseScheduleJRequiredInd
Tax Exempt BondsfalseTaxExemptBondsInd
Invest Tax Exempt BondsfalseInvestTaxExemptBondsInd
Escrow AccountfalseEscrowAccountInd
On Behalf Of IssuerfalseOnBehalfOfIssuerInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemfalseBusinessRlnWithFamMemInd
Business Rln With Officer EntfalseBusinessRlnWithOfficerEntInd
Deductible Non Cash ContrifalseDeductibleNonCashContriInd
Deductible Art ContributionfalseDeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityfalseDisregardedEntityInd
Related EntityfalseRelatedEntityInd
Related Organization Ctrl EntfalseRelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
IRP Document11IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (true)BackupWthldComplianceInd
Employee0EmployeeCnt
Employment Tax Returns FiledfalseEmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitYes (true)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (true)Form990TFiledInd
Foreign Financial AccountfalseForeignFinancialAccountInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Quid Pro Quo ContributionsfalseQuidProQuoContributionsInd
Form8282 Property Disposed OffalseForm8282PropertyDisposedOfInd
Form8282 Filed0Form8282FiledCnt
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Form8899 FiledindfalseForm8899Filedind
Form1098 C FiledfalseForm1098CFiledInd
DAF Excess Business HoldingsfalseDAFExcessBusinessHoldingsInd
Taxable DistributionsfalseTaxableDistributionsInd
Distribution To DonorfalseDistributionToDonorInd
Org Filed In Lieu Of Form1041falseOrgFiledInLieuOfForm1041Ind
Licensed More Than One StatefalseLicensedMoreThanOneStateInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst IncfalseSubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members18GoverningBodyVotingMembersCnt
Independent Voting Member18IndependentVotingMemberCnt
Family Or Business RlnfalseFamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesYes (true)DelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersYes (true)MembersOrStockholdersInd
Election Of Board MembersYes (true)ElectionOfBoardMembersInd
Decisions Subject To ApprovaYes (true)DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Form990 Provided To Gvrn BodyYes (true)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (true)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (true)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (true)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (true)WhistleblowerPolicyInd
Document Retention PolicyYes (true)DocumentRetentionPolicyInd
Compensation Process CEOYes (true)CompensationProcessCEOInd
Compensation Process OtherYes (true)CompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd
States Where Copy Of Return Is FldILStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonExecutive Director IncPersonNm
Phone4142766445PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1555 E Wells ST STE 1100AddressLine1Txt
CityMILWAUKEECityNm
State AbbreviationWIStateAbbreviationCd
ZIP53202ZIPCd
FieldValueIRS element (for citing)
No Listed Persons CompensatedYes (X)NoListedPersonsCompensatedInd

Form990 Part VII Section A Form990PartVIISectionAGrp (22 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtOfficerOfficerInd
DAVID W POLLY JR MD
Past President5.000.00Yes (X)$0$0$0
MARINUS DE KLEUVER MD PhD
RESEARCH CHAIR3.000.00Yes (X)$0$0$0
Peter O Newton MD
President5.000.00Yes (X)$0$0$0Yes (X)
MARK WEIDENBAUM MD
Secretary7.000.00Yes (X)$0$0$0Yes (X)
FRANK J SCHWAB MD
Research Chair3.000.00Yes (X)$0$0$0
PAUL D SPONSELLER MD MBA
PRESIDENT ELECT5.000.00Yes (X)$0$0$0
JOHN R DIMAR II MD
EDUCATION CHAIR3.000.00Yes (X)$0$0$0
Sigurd H Berven MD
Director3.000.00Yes (X)$0$0$0
Douglas C Burton MD
Director3.000.00Yes (X)$0$0$0
Hani H Mhaidli MD PhD
Director3.000.00Yes (X)$0$0$0
LAUREL C BLAKEMORE MD
Secretary3.000.00Yes (X)$0$0$0Yes (X)
RAJIV K SETHI MD
Director3.000.00Yes (X)$0$0$0
Kenneth MC Cheung MD
PAST PRESIDENT5.000.00Yes (X)$0$0$0
Todd J Albert MD
PAST PRESIDENT7.000.00Yes (X)$0$0$0
LORI A KAROL MD
Director3.000.00Yes (X)$0$0$0
RON EL-HAWARY MD
Director3.000.00Yes (X)$0$0$0
LAWRENCE L HABER MD
Director3.000.00Yes (X)$0$0$0
SERENA S HU MD
TREASURER ELECT3.000.00Yes (X)$0$0$0
FERRAN PELLISE MD PHD
Director3.000.00Yes (X)$0$0$0
JAMES O SANDERS MD
Director3.000.00Yes (X)$0$0$0
SUKEN A SHAH MD
ED. CHAIR ELECT1.000.00Yes (X)$0$0$0
J ABBOTT BYRD III MD
Treasurer7.000.00Yes (X)$0$0$0Yes (X)
FieldValueIRS element (for citing)
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KfalseTotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp

Contractor Name ContractorName

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1EXECUTIVE DIRECTOR INCBusinessNameLine1Txt

Contractor Address ContractorAddress

US Address USAddress

FieldValueIRS element (for citing)
Address Line1555 E Wells Street Ste 1100AddressLine1Txt
CityMILWAUKEECityNm
State AbbreviationWIStateAbbreviationCd
ZIP53202ZIPCd
FieldValueIRS element (for citing)
ServicesMANAGEMENTServicesDesc
Compensation$1,029,952CompensationAmt
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K1CntrctRcvdGreaterThan100KCnt
All Other Contributions$1,973,763AllOtherContributionsAmt
Total Contributions$1,973,763TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (5 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
Annual Mtngs & Workshops541900$1,899,747$1,899,747
Exhibit Fee Income541900$312,500$312,500
HOW Fees541900$262,000$262,000
Journal541900$86,994$86,994
Membership Dues & Assessments541900$526,605$526,605

Total Oth Program Service Rev TotalOthProgramServiceRevGrp

FieldValueIRS element (for citing)
Total Revenue Column$54,500TotalRevenueColumnAmt
Related Or Exempt Func Income$54,500RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$3,142,346TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$245,443TotalRevenueColumnAmt
Exclusion$245,443ExclusionAmt

Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Royalties Revenue RoyaltiesRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$282,200SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$282,200SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$282,200TotalRevenueColumnAmt
Related Or Exempt Func Income$282,200RelatedOrExemptFuncIncomeAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Net Income From Gaming NetIncomeFromGamingGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
FieldValueIRS element (for citing)
Gross Sales Of Inventory$3,263GrossSalesOfInventoryAmt

Net Income Or Loss NetIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$3,263TotalRevenueColumnAmt
Related Or Exempt Func Income$3,263RelatedOrExemptFuncIncomeAmt

Other Revenue Misc OtherRevenueMiscGrp (2 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmtUnrelated Business RevenueUnrelatedBusinessRevenueAmtExclusionExclusionAmt
ADVERTISING541800$265,000$230,000$35,000
Other Revenue541900$25,792$25,792
FieldValueIRS element (for citing)
Other Revenue Total$290,792OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$5,937,807TotalRevenueColumnAmt
Related Or Exempt Func Income$3,657,809RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$35,000UnrelatedBusinessRevenueAmt
Exclusion$271,235ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$734,808TotalAmt
Program Services$734,808ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$86,166TotalAmt
Program Services$86,166ProgramServicesAmt

Foreign Grants ForeignGrantsGrp

FieldValueIRS element (for citing)
Total$186,000TotalAmt
Program Services$186,000ProgramServicesAmt

Benefits To Members BenefitsToMembersGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Comp Disqual Persons CompDisqualPersonsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$1,029,952TotalAmt
Program Services$469,134ProgramServicesAmt
Management And General$560,818ManagementAndGeneralAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$3,935TotalAmt
Management And General$3,935ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$11,875TotalAmt
Management And General$11,875ManagementAndGeneralAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$72,169TotalAmt
Management And General$72,169ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$78,148TotalAmt
Program Services$63,148ProgramServicesAmt
Management And General$15,000ManagementAndGeneralAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$8,534TotalAmt
Program Services$8,534ProgramServicesAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$210,021TotalAmt
Program Services$173,975ProgramServicesAmt
Management And General$36,046ManagementAndGeneralAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$55,206TotalAmt
Program Services$21,381ProgramServicesAmt
Management And General$33,825ManagementAndGeneralAmt

Royalties RoyaltiesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$343,167TotalAmt
Program Services$272,328ProgramServicesAmt
Management And General$70,839ManagementAndGeneralAmt

Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$2,205,130TotalAmt
Program Services$2,153,265ProgramServicesAmt
Management And General$51,865ManagementAndGeneralAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Payments To Affiliates PaymentsToAffiliatesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$7,915TotalAmt
Program Services$7,915ProgramServicesAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$35,833TotalAmt
Program Services$23,623ProgramServicesAmt
Management And General$12,210ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmt
PRODUCTS AND PUBLICATIONS$186,220$181,548$4,672
OUTREACH/TRAVELING FELLOWSHIP$83,484$83,484
OTHER EXPENSES$52,498$42,499$9,999
CONTRACT SERVICES$13,260$13,260

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$13,373TotalAmt
Program Services$10,787ProgramServicesAmt
Management And General$2,586ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$5,417,694TotalAmt
Program Services$4,531,855ProgramServicesAmt
Management And General$885,839ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$2,344,720BOYAmt
EOY$2,194,692EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$381,917BOYAmt
EOY$503,585EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
EOY$7,306EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$146,172BOYAmt
EOY$61,259EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
BOY$74,173BOYAmt
EOY$73,543EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$195,037BOYAmt
EOY$348,449EOYAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$10,224,407BOYAmt
EOY$9,623,028EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Intangible Assets IntangibleAssetsGrp

FieldValueIRS element (for citing)
BOY$7,915BOYAmt
EOY$0EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$647,508BOYAmt
EOY$657,338EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$14,021,849BOYAmt
EOY$13,469,200EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$104,240BOYAmt
EOY$51,175EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$69,035BOYAmt
EOY$118,842EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$173,275BOYAmt
EOY$170,017EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$13,009,202BOYAmt
EOY$12,516,967EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$839,372BOYAmt
EOY$782,216EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$13,848,574BOYAmt
EOY$13,299,183EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$14,021,849BOYAmt
EOY$13,469,200EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$520,113ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst-$1,069,504NetUnrlzdGainsLossesInvstAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedYes (true)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (true)AuditCommitteeInd
Federal Grant Audit RequiredfalseFederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$2,313,786CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$2,609,600CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$2,245,842CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,939,751CurrentTaxYearMinus1YearAmt
Current Tax Year$2,500,368CurrentTaxYearAmt
Total$11,609,347TotalAmt

Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$2,313,786CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$2,609,600CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$2,245,842CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,939,751CurrentTaxYearMinus1YearAmt
Current Tax Year$2,500,368CurrentTaxYearAmt
Total$11,609,347TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$4,924,088SubstantialContributorsTotAmt
Public Support Total170$6,685,259PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$71,584CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$77,397CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$122,106CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$137,442CurrentTaxYearMinus1YearAmt
Current Tax Year$245,443CurrentTaxYearAmt
Total$653,972TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$70,250CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$175,250CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$165,500CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$225,000CurrentTaxYearMinus1YearAmt
Current Tax Year$265,000CurrentTaxYearAmt
Total$901,000TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$14,025CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$36,120CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$15,886CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$20,811CurrentTaxYearMinus1YearAmt
Current Tax Year$25,792CurrentTaxYearAmt
Total$112,634TotalAmt
FieldValueIRS element (for citing)
Total Support$13,276,953TotalSupportAmt
Gross Receipts Rltd Activities$12,745,256GrossReceiptsRltdActivitiesAmt
Public Support CY1700.50350PublicSupportCY170Pct
Public Support PY1700.48450PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$4,796,134TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst-$1,069,504NetUnrealizedGainsInvstAmt
Revenue Not Reported-$1,069,504RevenueNotReportedAmt
Revenue Subtotal$5,865,638RevenueSubtotalAmt
Investment Expenses Not Incld$72,169InvestmentExpensesNotIncldAmt
Revenue Not Reported Fincl Stmt$72,169RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$5,937,807TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$5,345,525TotExpnsEtcAuditedFinclStmtAmt
Expenses Subtotal$5,345,525ExpensesSubtotalAmt
Investment Expenses Not Incld2$72,169InvestmentExpensesNotIncld2Amt
Expenses Not Rpt Fincl Stmt$72,169ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$5,417,694TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Part V, Line 4: Intended uses of the endowment fund.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 : FIN48 FootnoteThe 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 Organizations tax exempt purpose is subject to taxation as unrelated business income. As of December 31, 2018, $31,710 of estimated payments were made. Total unrelated business income tax expense for the year ended December 31, 2018, was $2,586 resulting in a tax deposit of $85,224 of federal and state tax as of December 31, 2018.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, 2018, 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

FieldValueIRS element (for citing)
Grant Records MaintainedYes (true)GrantRecordsMaintainedInd

Account Activities Outside US AccountActivitiesOutsideUSGrp (10 entries)

RegionRegionTxtOfficesOfficesCntEmployeeEmployeeCntType Of Activities ConductedTypeOfActivitiesConductedTxtSpecific Services ProvidedSpecificServicesProvidedTxtRegion Total ExpendituresRegionTotalExpendituresAmt
RUSSIA & NEIGHBORING STATES00PROGRAM SERVICESEDUCATIONAL COURSE$23,325
EAST ASIA & THE PACIFIC00PROGRAM SERVICESEDUCATIONAL COURSES$24,921
SOUTH AMERICA00PROGRAM SERVICESCURRENT CONCEPTS & COURSES$98,086
EAST ASIA & THE PACIFIC00PROGRAM SERVICESSPINE DEFORMITY COURSES$145,361
EUROPE00PROGRAM SERVICESCurrent Concepts & Course$118,384
NORTH AMERICA00GRANTS TO OTHERS$40,000
EAST ASIA & THE PACIFIC00GRANTS TO OTHERS$35,000
EUROPE00GRANTS TO OTHERS$71,000
SOUTH ASIA00GRANTS TO OTHERS$40,000
EUROPE00PROGRAM SERVICESANNUAL MEETING$1,433,163
FieldValueIRS element (for citing)
Subtotal Spent$2,029,240SubtotalSpentAmt
Total Spent$2,029,240TotalSpentAmt

Grants To Org Outside US GrantsToOrgOutsideUSGrp (8 entries)

RegionRegionTxtPurpose Of GrantPurposeOfGrantTxtCash GrantCashGrantAmtManner Of Cash DisbursementMannerOfCashDisbursementTxtValuation Method UsedValuationMethodUsedDesc
EUROPERESEARCH$10,000WIREFMV
EUROPERESEARCH$20,000WIREFMV
EUROPERESEARCH$20,000WIREFMV
EUROPERESEARCH$5,000WIREFMV
EUROPERESEARCH$8,000WIREFMV
EUROPERESEARCH$8,000WIREFMV
NORTH AMERICARESEARCH$20,000WIREFMV
NORTH AMERICARESEARCH$20,000WIREFMV
FieldValueIRS element (for citing)
Total501c3 Org8Total501c3OrgCnt

Foreign Individuals Grants ForeignIndividualsGrantsGrp (2 entries)

Type Of AssistanceTypeOfAssistanceTxtRegionRegionTxtRecipientRecipientCntCash GrantCashGrantAmtManner Of Cash DisbursementMannerOfCashDisbursementTxtValuation Method UsedValuationMethodUsedDesc
ASIA PACIFIC FELLOWSHIPSOUTH ASIA2$40,000WIREFMV
RESEARCH GRANTEAST ASIA & PACIFIC2$35,000WIREFMV
FieldValueIRS element (for citing)
Transfer To Foreign CorpfalseTransferToForeignCorpInd
Interest In Foreign TrustfalseInterestInForeignTrustInd
Foreign Corp OwnershipfalseForeignCorpOwnershipInd
Passive Foreign Investmest CofalsePassiveForeignInvestmestCoInd
Foreign PartnershipfalseForeignPartnershipInd
Boycott CountriesfalseBoycottCountriesInd

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (true)GrantRecordsMaintainedInd

Recipient Table RecipientTable (16 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtNon Cash AssistanceNonCashAssistanceAmtValuation Method UsedValuationMethodUsedDescPurpose Of GrantPurposeOfGrantTxt
CAMPBELL FOUNDATION
1400 SOUTH GERMANTOWN RDGERMANTOWNTN38138620548038501(c)(3)$36,000$0FMVRESEARCH FELLOWSHIP
CEDARS-SINAI MEDICAL CENTER
8700 BEVERLY BLVD SUITE 1150LOS ANGELESCA90048951644600501(c)(3)$9,954$0FMVRESEARCH GRANT
CINCINNATI CHILDRENS HOSPITAL
3333 BURNET AVENUE ML 2017CINCINNATIOH45229310833936501(c)(3)$20,000$0FMVRESEARCH GRANT
CURATORS OF THE UNIVERSITY OF MO
5100 ROCKHILL ROADKANSAS CITYMO64110436003859501(c)(3)$7,729$0FMVRESEARCH GRANT
INTERNATIONAL SPINE STUDY GRO
15480 IOLA STBRIGHTONCO80602271833811501(c)(3)$467,105$0FMVASLS STUDY FUNDING
Mayo Clinic Research
PO Box 860334MinneapolisMN55486416011702501(c)(3)$20,000$0FMVResearch Grant
NEMOURS FOUNDATION
1600 ROCKLAND ROADWILMINGTONDE19803590634433501(c)(3)$10,000$0FMVRESEARCH GRANT
REGENTS OF UNIV OF CALIFORNIA
1111 FRANKLIN STOAKLANDCA94607943067788501(c)(3)$10,000$0FMVRESEARCH GRANT
Scoliosis Reasearch and Edu F
820 Second Ave 7ANew YorkNY10010020623021501(c)(3)$8,000$0FMVResearch Grant
SETTING SCOLIOSIS STRAIGHT
2535 CAMINO DEL RIO SOUTHSAN DIEGOCA92108262957475501(c)(3)$9,988$0FMVRESEARCH GRANT
STRAIGHT FORWARD FOUNDATION
685 MONROE ST TOP FLOORBROOKLYNNY11221812827904501(c)(3)$23,032$0FMVAWARENESS CAMPAIGN DONATION
TEXAS SCOTTISH RITE HOSPITAL FOR CHILDRE
2222 WELBORN STREETDALLASTX75219750818178501(c)(3)$20,000$0FMVRESEARCH GRANT
The Trustees of Columbia Univ
PO Box 29789New YorkNY10087135598093501(c)(3)$30,000$0FMVRESEARCH GRANTS
UNIVERSITY OF ROCHESTER
601 ELMWOOD AVE BOX 665ROCHESTERNY14642160743209501(c)(3)$20,000$0FMVRESEARCH GRANT
UNIVERSITY OF VT & STATE AGRICULTURAL CO
85 SOUTH PROSPECT 340 WATERMAN BLDGBURLINGTONVT05405030179440501(c)(3)$8,000$0FMVRESEARCH GRANT
WASHINGTON UNIVERSITY
660 S EUCLID AVE CB 8009ST LOUISMO63110430653611501(c)(3)$30,000$0FMVRESEARCH GRANT
FieldValueIRS element (for citing)
Total501c3 Org16Total501c3OrgCnt
Total Other Org0TotalOtherOrgCnt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceGrantmaker's Description of How Grants are UsedFormAndLineReferenceDesc
ExplanationWRITTEN 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 (10 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Form 990, Part III, Line 4d: Other Program Services DescriptionOTHER PROGRAM SERVICES 4: Other program services: GLOBAL OUTREACH & WORLD WIDE COURSES; JOURNAL; TRAVELING FELLOWSHIP & SCHOLARSHIPS; RESEARCH; DIRECTED COURSES
Form 990, Part VI, Line 3: Description of Delegated Duties to Management CompanySRS is contracted with Executive Director, Inc. (EDI) to provide association management services.
Form 990, Part VI, Line 6: Explanation of Classes of Members or ShareholderSRS has six classes of membership (referred to as "Fellowship") namely, Candidate, Active, Inactive, Associate, Emeritus, and Honorary.
Form 990, Part VI, Line 7a: How Members or Shareholders Elect Governing BodyThe 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, Line 7b: Describe Decisions of Governing Body Approval by Members or ShareholdersTHERE 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, Line 11b: Form 990 Review ProcessTHE 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, Line 12c: Explanation of Monitoring and Enforcement of ConflictsMANAGEMENT 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, Line 15a: Compensation Review & Approval Process - CEO, Top ManagementSRS 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.
Form 990, Part VI, Line 15b: Compensation Review and Approval Process for Officers and Key EmployeesSRS 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, Line 19: Other Organization Documents Publicly AvailableSRS 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.