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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-11-08T06:11:38-08:00 | ReturnTs |
| Tax Period End | 2018-12-31 | 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 | 2018-01-01 | 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 | AddressLine1Txt |
| City | MILWAUKEE | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53202 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | J ABBOTT BYRD III MD | PersonNm |
| Person Title | Treasurer | PersonTitleTxt |
| Signature | 2019-11-08 | 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 | 2018 | TaxYr |
| Build TS | 2020-03-31 21:24:44Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Peter O Newton 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 | $5,937,807 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| All Affiliates Included | false | AllAffiliatesIncludedInd |
| 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 | 18 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 22 | TotalVolunteersCnt |
| Total Gross UBI | $35,000 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $8,209 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $2,036,743 | PYContributionsGrantsAmt |
| CY Contributions Grants | $1,973,763 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $2,907,775 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $3,142,346 | CYProgramServiceRevenueAmt |
| PY Investment Income | $392,232 | PYInvestmentIncomeAmt |
| CY Investment Income | $527,643 | CYInvestmentIncomeAmt |
| PY Other Revenue | $251,914 | PYOtherRevenueAmt |
| CY Other Revenue | $294,055 | CYOtherRevenueAmt |
| PY Total Revenue | $5,588,664 | PYTotalRevenueAmt |
| CY Total Revenue | $5,937,807 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $504,672 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $1,006,974 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $500 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $0 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $4,881,843 | PYOtherExpensesAmt |
| CY Other Expenses | $4,410,720 | CYOtherExpensesAmt |
| PY Total Expenses | $5,387,015 | PYTotalExpensesAmt |
| CY Total Expenses | $5,417,694 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $201,649 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $520,113 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $14,021,849 | TotalAssetsBOYAmt |
| Total Assets EOY | $13,469,200 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $173,275 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $170,017 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $13,848,574 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $13,299,183 | 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 | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $1,992,356 | ExpenseAmt |
| Grant | $975,888 | GrantAmt |
| Revenue | $609,413 | RevenueAmt |
| Desc | Other program services: GLOBAL OUTREACH & WORLD WIDE COURSES; JOURNAL; TRAVELING FELLOWSHIP & SCHOLARSHIPS; RESEARCH; DIRECTED COURSES | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,433,163 | ExpenseAmt |
| Revenue | $1,476,373 | 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 | $1,106,336 | ExpenseAmt |
| Revenue | $1,056,560 | 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $4,531,855 | 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 |
| Temp Or Permanent Endowments | false | TempOrPermanentEndowmentsInd |
| 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 | Yes (true) | ForeignActivitiesInd |
| More Than5000 K To Org | Yes (true) | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | Yes (true) | 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 |
| Invest Tax Exempt Bonds | false | InvestTaxExemptBondsInd |
| Escrow Account | false | EscrowAccountInd |
| On Behalf Of Issuer | false | OnBehalfOfIssuerInd |
| 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 With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| 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 | 11 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 0 | EmployeeCnt |
| Employment Tax Returns Filed | false | EmploymentTaxReturnsFiledInd |
| 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 |
| DAF Excess Business Holdings | false | DAFExcessBusinessHoldingsInd |
| Taxable Distributions | false | TaxableDistributionsInd |
| Distribution To Donor | false | DistributionToDonorInd |
| Org Filed In Lieu Of Form1041 | false | OrgFiledInLieuOfForm1041Ind |
| Licensed More Than One State | false | LicensedMoreThanOneStateInd |
| 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 | Yes (true) | 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 | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | 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 (22 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd |
|---|---|---|---|---|---|---|---|
| DAVID W POLLY JR MD | |||||||
| Past President | 5.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| MARINUS DE KLEUVER MD PhD | |||||||
| RESEARCH CHAIR | 3.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Peter O Newton MD | |||||||
| President | 5.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| MARK WEIDENBAUM MD | |||||||
| Secretary | 7.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| FRANK J SCHWAB MD | |||||||
| Research Chair | 3.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| PAUL D SPONSELLER MD MBA | |||||||
| PRESIDENT ELECT | 5.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| JOHN R DIMAR II MD | |||||||
| EDUCATION CHAIR | 3.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Sigurd H Berven MD | |||||||
| Director | 3.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Douglas C Burton MD | |||||||
| Director | 3.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Hani H Mhaidli MD PhD | |||||||
| Director | 3.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| LAUREL C BLAKEMORE MD | |||||||
| Secretary | 3.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| RAJIV K SETHI MD | |||||||
| Director | 3.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Kenneth MC Cheung MD | |||||||
| PAST PRESIDENT | 5.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Todd J Albert MD | |||||||
| PAST PRESIDENT | 7.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| LORI A KAROL MD | |||||||
| Director | 3.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| RON EL-HAWARY MD | |||||||
| Director | 3.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| LAWRENCE L HABER MD | |||||||
| Director | 3.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| SERENA S HU MD | |||||||
| TREASURER ELECT | 3.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| FERRAN PELLISE MD PHD | |||||||
| Director | 3.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| JAMES O SANDERS MD | |||||||
| Director | 3.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| SUKEN A SHAH MD | |||||||
| ED. CHAIR ELECT | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| J ABBOTT BYRD III MD | |||||||
| Treasurer | 7.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| 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
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 | $1,029,952 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $1,973,763 | AllOtherContributionsAmt |
| Total Contributions | $1,973,763 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| Annual Mtngs & Workshops | 541900 | $1,899,747 | $1,899,747 |
| Exhibit Fee Income | 541900 | $312,500 | $312,500 |
| HOW Fees | 541900 | $262,000 | $262,000 |
| Journal | 541900 | $86,994 | $86,994 |
| Membership Dues & Assessments | 541900 | $526,605 | $526,605 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $54,500 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $54,500 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $3,142,346 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $245,443 | TotalRevenueColumnAmt |
| Exclusion | $245,443 | 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 | $282,200 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $282,200 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $282,200 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $282,200 | 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $3,263 | GrossSalesOfInventoryAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,263 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $3,263 | RelatedOrExemptFuncIncomeAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt | ExclusionExclusionAmt |
|---|---|---|---|---|---|
| ADVERTISING | 541800 | $265,000 | $230,000 | $35,000 | |
| Other Revenue | 541900 | $25,792 | $25,792 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $290,792 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $5,937,807 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $3,657,809 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $35,000 | UnrelatedBusinessRevenueAmt |
| Exclusion | $271,235 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $734,808 | TotalAmt |
| Program Services | $734,808 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $86,166 | TotalAmt |
| Program Services | $86,166 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $186,000 | TotalAmt |
| Program Services | $186,000 | 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 | $1,029,952 | TotalAmt |
| Program Services | $469,134 | ProgramServicesAmt |
| Management And General | $560,818 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,935 | TotalAmt |
| Management And General | $3,935 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,875 | TotalAmt |
| Management And General | $11,875 | 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 | $72,169 | TotalAmt |
| Management And General | $72,169 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $78,148 | TotalAmt |
| Program Services | $63,148 | ProgramServicesAmt |
| Management And General | $15,000 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,534 | TotalAmt |
| Program Services | $8,534 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $210,021 | TotalAmt |
| Program Services | $173,975 | ProgramServicesAmt |
| Management And General | $36,046 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $55,206 | TotalAmt |
| Program Services | $21,381 | ProgramServicesAmt |
| Management And General | $33,825 | 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 | $343,167 | TotalAmt |
| Program Services | $272,328 | ProgramServicesAmt |
| Management And General | $70,839 | 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 | $2,205,130 | TotalAmt |
| Program Services | $2,153,265 | ProgramServicesAmt |
| Management And General | $51,865 | ManagementAndGeneralAmt |
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 | $7,915 | TotalAmt |
| Program Services | $7,915 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $35,833 | TotalAmt |
| Program Services | $23,623 | ProgramServicesAmt |
| Management And General | $12,210 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,373 | TotalAmt |
| Program Services | $10,787 | ProgramServicesAmt |
| Management And General | $2,586 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,417,694 | TotalAmt |
| Program Services | $4,531,855 | ProgramServicesAmt |
| Management And General | $885,839 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,344,720 | BOYAmt |
| EOY | $2,194,692 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $381,917 | BOYAmt |
| EOY | $503,585 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $7,306 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $146,172 | BOYAmt |
| EOY | $61,259 | 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) |
|---|---|---|
| BOY | $74,173 | BOYAmt |
| EOY | $73,543 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $195,037 | BOYAmt |
| EOY | $348,449 | 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 | $10,224,407 | BOYAmt |
| EOY | $9,623,028 | 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) |
|---|---|---|
| BOY | $7,915 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $647,508 | BOYAmt |
| EOY | $657,338 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,021,849 | BOYAmt |
| EOY | $13,469,200 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $104,240 | BOYAmt |
| EOY | $51,175 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $69,035 | BOYAmt |
| EOY | $118,842 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $173,275 | BOYAmt |
| EOY | $170,017 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,009,202 | BOYAmt |
| EOY | $12,516,967 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $839,372 | BOYAmt |
| EOY | $782,216 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,848,574 | BOYAmt |
| EOY | $13,299,183 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,021,849 | BOYAmt |
| EOY | $13,469,200 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $520,113 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$1,069,504 | 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) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,313,786 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,609,600 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,245,842 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,939,751 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,500,368 | CurrentTaxYearAmt |
| Total | $11,609,347 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,313,786 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,609,600 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,245,842 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,939,751 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,500,368 | CurrentTaxYearAmt |
| Total | $11,609,347 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $4,924,088 | SubstantialContributorsTotAmt |
| Public Support Total170 | $6,685,259 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $71,584 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $77,397 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $122,106 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $137,442 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $245,443 | CurrentTaxYearAmt |
| Total | $653,972 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $70,250 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $175,250 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $165,500 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $225,000 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $265,000 | CurrentTaxYearAmt |
| Total | $901,000 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $14,025 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $36,120 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $15,886 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $20,811 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $25,792 | CurrentTaxYearAmt |
| Total | $112,634 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $13,276,953 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $12,745,256 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.50350 | PublicSupportCY170Pct |
| Public Support PY170 | 0.48450 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
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) |
|---|---|---|
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $4,796,134 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$1,069,504 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | -$1,069,504 | RevenueNotReportedAmt |
| Revenue Subtotal | $5,865,638 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $72,169 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $72,169 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $5,937,807 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $5,345,525 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Subtotal | $5,345,525 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $72,169 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $72,169 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $5,417,694 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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 Footnote | 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 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp (10 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|---|
| RUSSIA & NEIGHBORING STATES | 0 | 0 | PROGRAM SERVICES | EDUCATIONAL COURSE | $23,325 |
| EAST ASIA & THE PACIFIC | 0 | 0 | PROGRAM SERVICES | EDUCATIONAL COURSES | $24,921 |
| SOUTH AMERICA | 0 | 0 | PROGRAM SERVICES | CURRENT CONCEPTS & COURSES | $98,086 |
| EAST ASIA & THE PACIFIC | 0 | 0 | PROGRAM SERVICES | SPINE DEFORMITY COURSES | $145,361 |
| EUROPE | 0 | 0 | PROGRAM SERVICES | Current Concepts & Course | $118,384 |
| NORTH AMERICA | 0 | 0 | GRANTS TO OTHERS | $40,000 | |
| EAST ASIA & THE PACIFIC | 0 | 0 | GRANTS TO OTHERS | $35,000 | |
| EUROPE | 0 | 0 | GRANTS TO OTHERS | $71,000 | |
| SOUTH ASIA | 0 | 0 | GRANTS TO OTHERS | $40,000 | |
| EUROPE | 0 | 0 | PROGRAM SERVICES | ANNUAL MEETING | $1,433,163 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Spent | $2,029,240 | SubtotalSpentAmt |
| Total Spent | $2,029,240 | TotalSpentAmt |
Grants To Org Outside US GrantsToOrgOutsideUSGrp (8 entries)
| RegionRegionTxt | Purpose Of GrantPurposeOfGrantTxt | Cash GrantCashGrantAmt | Manner Of Cash DisbursementMannerOfCashDisbursementTxt | Valuation Method UsedValuationMethodUsedDesc |
|---|---|---|---|---|
| EUROPE | RESEARCH | $10,000 | WIRE | FMV |
| EUROPE | RESEARCH | $20,000 | WIRE | FMV |
| EUROPE | RESEARCH | $20,000 | WIRE | FMV |
| EUROPE | RESEARCH | $5,000 | WIRE | FMV |
| EUROPE | RESEARCH | $8,000 | WIRE | FMV |
| EUROPE | RESEARCH | $8,000 | WIRE | FMV |
| NORTH AMERICA | RESEARCH | $20,000 | WIRE | FMV |
| NORTH AMERICA | RESEARCH | $20,000 | WIRE | FMV |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 8 | Total501c3OrgCnt |
Foreign Individuals Grants ForeignIndividualsGrantsGrp (2 entries)
| Type Of AssistanceTypeOfAssistanceTxt | RegionRegionTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt | Manner Of Cash DisbursementMannerOfCashDisbursementTxt | Valuation Method UsedValuationMethodUsedDesc |
|---|---|---|---|---|---|
| ASIA PACIFIC FELLOWSHIP | SOUTH ASIA | 2 | $40,000 | WIRE | FMV |
| RESEARCH GRANT | EAST ASIA & PACIFIC | 2 | $35,000 | WIRE | FMV |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transfer To Foreign Corp | false | TransferToForeignCorpInd |
| Interest In Foreign Trust | false | InterestInForeignTrustInd |
| Foreign Corp Ownership | false | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | false | PassiveForeignInvestmestCoInd |
| Foreign Partnership | false | ForeignPartnershipInd |
| Boycott Countries | false | BoycottCountriesInd |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (16 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 |
|---|---|---|---|---|---|---|---|---|---|
| CAMPBELL FOUNDATION | |||||||||
| 1400 SOUTH GERMANTOWN RD | GERMANTOWN | TN | 38138 | 620548038 | 501(c)(3) | $36,000 | $0 | FMV | RESEARCH FELLOWSHIP |
| CEDARS-SINAI MEDICAL CENTER | |||||||||
| 8700 BEVERLY BLVD SUITE 1150 | LOS ANGELES | CA | 90048 | 951644600 | 501(c)(3) | $9,954 | $0 | FMV | RESEARCH GRANT |
| CINCINNATI CHILDRENS HOSPITAL | |||||||||
| 3333 BURNET AVENUE ML 2017 | CINCINNATI | OH | 45229 | 310833936 | 501(c)(3) | $20,000 | $0 | FMV | RESEARCH GRANT |
| CURATORS OF THE UNIVERSITY OF MO | |||||||||
| 5100 ROCKHILL ROAD | KANSAS CITY | MO | 64110 | 436003859 | 501(c)(3) | $7,729 | $0 | FMV | RESEARCH GRANT |
| INTERNATIONAL SPINE STUDY GRO | |||||||||
| 15480 IOLA ST | BRIGHTON | CO | 80602 | 271833811 | 501(c)(3) | $467,105 | $0 | FMV | ASLS STUDY FUNDING |
| Mayo Clinic Research | |||||||||
| PO Box 860334 | Minneapolis | MN | 55486 | 416011702 | 501(c)(3) | $20,000 | $0 | FMV | Research Grant |
| NEMOURS FOUNDATION | |||||||||
| 1600 ROCKLAND ROAD | WILMINGTON | DE | 19803 | 590634433 | 501(c)(3) | $10,000 | $0 | FMV | RESEARCH GRANT |
| REGENTS OF UNIV OF CALIFORNIA | |||||||||
| 1111 FRANKLIN ST | OAKLAND | CA | 94607 | 943067788 | 501(c)(3) | $10,000 | $0 | FMV | RESEARCH GRANT |
| Scoliosis Reasearch and Edu F | |||||||||
| 820 Second Ave 7A | New York | NY | 10010 | 020623021 | 501(c)(3) | $8,000 | $0 | FMV | Research Grant |
| SETTING SCOLIOSIS STRAIGHT | |||||||||
| 2535 CAMINO DEL RIO SOUTH | SAN DIEGO | CA | 92108 | 262957475 | 501(c)(3) | $9,988 | $0 | FMV | RESEARCH GRANT |
| STRAIGHT FORWARD FOUNDATION | |||||||||
| 685 MONROE ST TOP FLOOR | BROOKLYN | NY | 11221 | 812827904 | 501(c)(3) | $23,032 | $0 | FMV | AWARENESS CAMPAIGN DONATION |
| TEXAS SCOTTISH RITE HOSPITAL FOR CHILDRE | |||||||||
| 2222 WELBORN STREET | DALLAS | TX | 75219 | 750818178 | 501(c)(3) | $20,000 | $0 | FMV | RESEARCH GRANT |
| The Trustees of Columbia Univ | |||||||||
| PO Box 29789 | New York | NY | 10087 | 135598093 | 501(c)(3) | $30,000 | $0 | FMV | RESEARCH GRANTS |
| UNIVERSITY OF ROCHESTER | |||||||||
| 601 ELMWOOD AVE BOX 665 | ROCHESTER | NY | 14642 | 160743209 | 501(c)(3) | $20,000 | $0 | FMV | RESEARCH GRANT |
| UNIVERSITY OF VT & STATE AGRICULTURAL CO | |||||||||
| 85 SOUTH PROSPECT 340 WATERMAN BLDG | BURLINGTON | VT | 05405 | 030179440 | 501(c)(3) | $8,000 | $0 | FMV | RESEARCH GRANT |
| WASHINGTON UNIVERSITY | |||||||||
| 660 S EUCLID AVE CB 8009 | ST LOUIS | MO | 63110 | 430653611 | 501(c)(3) | $30,000 | $0 | FMV | RESEARCH GRANT |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 16 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Grantmaker's Description of How Grants are Used | 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 (10 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part III, Line 4d: Other Program Services Description | OTHER 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 Company | SRS is contracted with Executive Director, Inc. (EDI) to provide association management services. |
| Form 990, Part VI, Line 6: Explanation of Classes of Members or Shareholder | SRS 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 Body | 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, Line 7b: Describe Decisions of Governing Body Approval by Members or Shareholders | 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, Line 11b: Form 990 Review Process | 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, Line 12c: Explanation of Monitoring and Enforcement of Conflicts | 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, Line 15a: Compensation Review & Approval Process - CEO, Top Management | 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. |
| Form 990, Part VI, Line 15b: Compensation Review and Approval Process for Officers and Key Employees | 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, Line 19: Other Organization Documents Publicly Available | 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. |