2025-11-06T11:40:09-06:00 2024-12-31 390919055 RITZ HOLMAN LLP 330 E KILBOURN AVE SUITE 222 MILWAUKEE WI 53202 990 2024-01-01 521231718 CERVICAL SPINE RESEARCH SOCIETY CERV 4149189834 555 E WELLS ST STE 1100 MILWAUKEE WI 53202 ZOHER GHOGAWALA MD FACS TREASURER 4149189834 2025-11-06 1 0 KATY L SOMMER P00273273 4142711451 2025-10-23 2024 2025-03-06 01:10:19Z CHRISTOPHER SHAFFREY MD 555 E WELLS ST STE 1100 MILWAUKEE WI 53202 3184582 0 X WWW.CSRS.ORG X 1980 MD CERVICAL SPINE RESEARCH SOCIETY IS A NATIONAL NONPROFIT ORGANIZATION ORGANIZED TO CONDUCT EDUCATION SEMINARS, RESEARCH AND PROGRAMS CONCERNING THE EFFECTIVE MANAGEMENT OF PATIENTS WITH ACUTE AND CHRONIC PROBLEMS OF THE CERVICAL SPINE. 7 7 0 75 4000 2917 308426 481202 987453 1109702 387369 421875 31856 18771 1715104 2031550 308038 431974 0 0 0 0 0 0 0 1384121 1536279 1692159 1968253 22945 63297 19709883 21850912 270982 467283 19438901 21383629 X CERVICAL SPINE RESEARCH SOCIETY IS A NATIONAL NONPROFIT ORGANIZATION ORGANIZED TO CONDUCT EDUCATION SEMINARS, RESEARCH AND PROGRAMS CONCERNING THE EFFECTIVE MANAGEMENT OF PATIENTS WITH ACUTE AND CHRONIC PROBLEMS OF THE CERVICAL SPINE. 0 0 668836 843689 THE 2024 CSRS INSTRUCTIONAL COURSE AND ANNUAL MEETING WERE HELD IN CHICAGO, IL AND ACCOMPLISHED THE FOLLOWING OBJECTIVES: REVIEW APPROPRIATE ANATOMY OF THE CERVICAL SPINE, COMPARE THE METHODS FOR DIAGNOSIS OF NECK DISORDERS, EVALUATE OPERATIVE AND NON-OPERATIVE TREATMENT OPTIONS FOR CERVICAL SPINE DISORDERS, RECOGNIZE AND RESPOND TO COMPLICATIONS OF SURGICAL TREATMENT, AND EXCHANGE INFORMATION ON CERVICAL SPINE RESEARCH, DIAGNOSIS AND TREATMENT WITH BOTH US AND INTERNATIONAL SURGEONS. 544823 431974 18123 IN 2024 CSRS AWARDED JUST OVER $431,000 IN RESEARCH GRANTS, AWARD PAPERS, AND SCHOLARSHIPS FURTHERING THEIR MISSION OF CARRYING OUT RESEARCH AND THE EXCHANGE OF INFORMATION ON THE CERVICAL SPINE. 159526 0 THE 2024 HANDS-ON SURGICAL TECHNIQUES COURSE WAS HELD IN CARMEL, INDIANA AND HOSTED OVER 70 ATTENDEES, FACULTY AND CORPORATE REPRESENTATIVES. THE THREE DAY COURSE FEATURED SURGICAL TECHNIQUES PUT ON THROUGH PRESENTATIONS AND LABS. 244335 262661 MEMBER AND GENERAL PROGRAM SERVICES. 244335 262661 1617520 1 1 0 0 0 0 0 0 0 1 0 0 0 0 0 1 1 0 0 0 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 10 0 1 0 1 1 0 0 0 0 0 0 0 0 0 0 0 X 7 7 0 1 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 0 0 0 X EXECUTIVE DIRECTOR INC 4142766445 555 E WELLS ST STE 1100 MILWAUKEE WI 53202 X ALPESH A PATEL MD MBA FACS PRESIDENT 1.00 X X 0 0 0 THOMAS E MROZ MD VICE PRESIDENT 1.00 X X 0 0 0 CHRISTOPHER I SHAFFREY MD PRESIDENT ELECT 1.00 X X 0 0 0 STEVEN C LUDWIG MD SECRETARY 1.00 X X 0 0 0 ZOHER GHOGAWALA MD FACS TREASURER 1.00 X X 0 0 0 MICHAEL D DAUBS MD PAST PRESIDENT 1.00 X X 0 0 0 JAMES S HARROP MD MSHQS PAST-PAST PRESIDENT 1.00 X X 0 0 0 0 0 0 0 0 0 0 EXECUTIVE DIRECTOR INC 555 E WELLS STREET MILWAUKEE WI 53202 MANAGEMENT SERVICES 444195 1 481202 481202 ANNUAL MEETING REVENUE 611710 785041 781041 4000 MEMBERSHIP DUES & ASSESSMENTS 611710 218914 218914 INSTRUCTIONAL COURSE 611710 70748 70748 JOURNAL INCOME 611710 34999 34999 1109702 421825 421825 1153082 1153032 50 50 50 UNUSED GRANT FUNDS 900099 18123 18123 MISCELLANEOUS 900099 648 648 18771 2031550 1124473 4000 421875 294974 294974 31250 31250 105750 105750 444195 260000 184195 13670 12616 1054 9975 9975 88052 88052 47079 47079 9078 7760 1318 55300 47020 8280 25597 24016 1581 164568 135346 29222 681 681 2532 2532 MEALS 306462 297751 8711 VENUE RENTAL 163190 163190 AUDIO SERVICES 136100 134815 1285 SPEAKER HONORARIUM 21000 21000 48800 34953 13847 1968253 1617520 350733 0 285677 595724 44492 50202 50361 87060 19328672 21117926 681 0 19709883 21850912 113848 233098 157134 234185 270982 467283 X 13617690 16065234 5821211 5318395 19438901 21383629 19709883 21850912 63297 1881431 0 X X 0 1 X 1 0 X 228313 316910 355772 308426 481202 1690623 431450 735745 925068 987453 1109702 4189418 659763 1052655 1280840 1295879 1590904 5880041 185000 221209 120000 70000 102500 698709 0 185000 221209 120000 70000 102500 698709 5181332 194314 185930 79235 387369 421825 1268673 194314 185930 79235 387369 421825 1268673 3415 31856 18771 54042 854077 1238585 1363490 1715104 2031500 7202756 0.71940 0.71820 0.17610 0.16290 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: MISCELLANEOUS - 2022 AMOUNT: $ 3,415. 2023 AMOUNT: $ 31,856. 2024 AMOUNT: $ 18,771. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 743468 6920 16918 21000 746306 630038 500 124995 12065 743468 823792 7525 -200323 956 630038 780786 56006 13000 823792 735754 55032 10000 780786 0.47000 0.53000 0 0 0 X 3824929 1881431 1881431 1943498 88052 88052 2031550 1880201 0 1880201 88052 88052 1968253 PART V, LINE 4: FUNDS FROM THE 21ST CENTURY ENDOWMENT ARE USED FOR RESEARCH AND OTHER EDUCATIONAL ACTIVITIES WHILE BOHLMAN EDUCATIONAL ENDOWMENT FUNDS ARE USED TO PAY HONORARIA AND TRAVEL COSTS FOR VISITING SPEAKERS. PART X, LINE 2: THE SOCIETY 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 THE SALE OF ADVERTISING NOT DIRECTLY RELATED TO THE SOCIETY'S TAX-EXEMPT PURPOSE IS SUBJECT TO TAXATION AS UNRELATED BUSINESS INCOME. TOTAL UNRELATED BUSINESS INCOME TAX EXPENSE FOR THE YEAR ENDED DECEMBER 31, 2024, WAS $613. THE SOCIETY'S PRIOR YEAR OVERPAYMENT HAVE BEEN APPLIED AGAINST THE TAX EXPENSE RESULTING IN AN OVERPAYMENT OF $141 FOR FEDERAL TAX AS OF DECEMBER 31, 2024. 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, 2024, THE SOCIETY HAD NO AMOUNTS RELATED TO UNRECOGNIZED INCOME TAX BENEFITS AND NO AMOUNTS RELATED TO ACCRUED INTEREST AND PENALTIES. THE SOCIETY DOES NOT ANTICIPATE ANY SIGNIFICANT CHANGES TO UNRECOGNIZED INCOME TAX BENEFITS OVER THE NEXT YEAR. THE SOCIETY IS CURRENTLY NOT UNDER AUDIT BY ANY FEDERAL OR STATE TAXING AUTHORITY. 1 NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES 0 0 GRANTS RESEARCH 25000 EAST ASIA AND THE PACIFIC - AUSTRALIA, BRUNEI, BURMA, CAMBODIA, 0 0 GRANTS RESEARCH 5250 SOUTH AMERICA 0 0 GRANTS RESEARCH 75000 EUROPE (INCLUDING ICELAND & GREENLAND) 0 0 GRANTS RESEARCH 500 0 0 0 0 0 0 105750 0 105750 NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES RESEARCH GRANT 25000 CHECK 0 FMV SOUTH AMERICA RESEARCH GRANT 75000 WIRE 0 FMV 2 RESEARCH AWARD PAPERS EAST ASIA AND THE PACIFIC 5 5250 WIRE FMV RESEARCH AWARD PAPERS EUROPE (INCLUDING ICELAND & GREENLAND) 1 500 WIRE FMV 0 0 0 0 0 0 PART I, LINE 2: THE GRANT APPLICATIONS UNDERGO A RIGOROUS PEER REVIEW PROCESS BY THE CSRS RESEARCH COMMITTEE, WHICH IS COMPRISED OF CSRS MEMBERS. 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. 1 EMORY UNIVERSITY PO BOX 935084 ATLANTA GA 31193 580566256 501 (C) (3) 31040 0 FMV RESEARCH GRANT NORTHWESTERN UNIVERSITY 633 CLARK ST G-547 EVANSTON IL 60208 362167817 501 (C) (3) 24756 0 FMV RESEARCH GRANT THE TRUSTEES OF COLUMBIA UNIVERSITY PO BOX 29789 NEW YORK NY 10087 135598093 501 (C) (3) 90000 0 FMV RESEARCH GRANT THOMAS JEFFERSON UNIVERSITY 1101 MARKET STREET 29TH FLOOR PHILADELPHIA PA 19107 231352651 501 (C) (3) 58378 0 FMV RESEARCH GRANT REGENTS OF THE UNIVERSITY OF CALIFORNIA DAVIS PO BOX 741816 LOS ANGELES CA 90074 946036494 501 (C) (3) 15000 0 FMV RESEARCH GRANT JOHNS HOPKINS UNIVERSITY 12529 COLLECTIONS CENTER DRIVE CHICAGO IL 60693 520595110 501 (C) (3) 70000 0 FMV RESEARCH GRANT INDIANA SPINE GROUP PC 13225 N MERIDIAN ST CARMEL IN 46032 352149412 5800 0 FMV RESEARCH GRANT 6 1 RESEARCH AWARD 4 5500 FMV SCHOLARSHIP REGISTRATION FEES 37 25750 FMV PART I, LINE 2: THE GRANT APPLICATIONS UNDERGO A RIGOROUS PEER REVIEW PROCESS BY THE CSRS RESEARCH COMMITTEE, WHICH IS COMPRISED OF CSRS MEMBERS. RECIPIENTS ARE NOT ELIGIBLE FOR FUNDING IF THEY RECEIVE SUPPORT FROM OTHER ORGANIZATIONS. RECIPIENTS ARE ALSO REQUIRED TO NOTIFY THE ORGANIZATION IF OTHER FUNDING ARISES DURING THEIR PROJECT. GRANT RECIPIENTS MUST ATTEND THE ANNUAL MEETING AND PRESENT THEIR FINAL REPORT. RECIPIENTS ARE ALSO REQUIRED TO SUBMIT AN ABSTRACT FOR PODIUM PRESENTATION WITHIN 3 YEARS OF GRANT RECEIPTS. FORM 990, PART VI, SECTION A, LINE 3 LINE 3 EXPLANATION - MANAGEMENT DUTIES WERE DELEGATED TO EXECUTIVE DIRECTOR INC. SUCH DUTIES INCLUDE STAFFING, ADMINISTRATIVE, CLERICAL, FINANCIAL, OFFICE SPACE, NEWSLETTER, WEBSITE, FUNDRAISING, AND OTHER SERVICES. FORM 990, PART VI, SECTION A, LINE 6 LINE 6 EXPLANATION - THE SOCIETY IS A MEMBERSHIP ORGANIZATION. FORM 990, PART VI, SECTION A, LINE 7A LINE 7A EXPLANATION - THE MEMBERS OF THE SOCIETY SHALL BE COMPOSED OF ANY PERSON AS MAY BE ELECTED TO MEMBERSHIP FROM TIME TO TIME AT MEETINGS BY A MAJORITY OF MEMBERS IN ATTENDANCE, UPON RECOMMENDATION BY THE MEMBERSHIP COMMITTEE. FORM 990, PART VI, SECTION A, LINE 7B EACH MEMBER ENTITLED TO VOTE SHALL BE ENTITLED TO CAST ONE VOTE ON ANY AND ALL MATTERS COMING BEFORE ANY MEETING OF THE MEMBERS. UNLESS OTHERWISE PROVIDED BY THESE BYLAWS OR REQUIRED BY APPLICABLE LAW, THE VOTE OF A MAJORITY OF SUCH MEMBERS PRESENT AT ANY MEETING AT WHICH A QUORUM IS PRESENT SHALL BE SUFFICIENT TO TAKE OR AUTHORIZE ACTION UPON ANY MATTER TO COME BEFORE SUCH MEETING, INCLUDING THE ELECTION OF DIRECTORS AND ALL OTHER MATTERS UPON WHICH ACTION OF THE MEMBERS IS REQUIRED OR PERMITTED BY LAW, THE ARTICLES OF INCORPORATION OR THESE BYLAWS. FORM 990, PART VI, SECTION B, LINE 11B LINE 11B EXPLANATION - A DRAFT OF THE FORM 990 AND APPLICABLE SCHEDULES IS PROVIDED TO THE BOARD FOR REVIEW AND APPROVAL. ONCE APPROVED THE TAX RETURNS ARE FINALIZED AND FILED. FORM 990, PART VI, SECTION B, LINE 12C THE SOCIETY ANALYZES AMOUNTS DUE FROM OR TO ANY OFFICER, DIRECTOR OR MEMBER OF A COMMITTEE WITH THE GOVERNING BOARD DELEGATED POWERS TO DETERMINE AMOUNTS PAID TO OR RECEIVED FROM SUCH PERSON. THE SOCIETY ALSO SUBMITS A QUESTIONNAIRE ANNUALLY TO SUCH PERSON WITH THE QUESTIONS DESIGNED TO DETECT ANY VIOLATION OF THE CONFLICT OF INTEREST POLICY. THE SOCIETY PREPARES A REPORT OF ITS FINDINGS AND PRESENTS IT TO THE BOARD OF DIRECTORS WHO DETERMINE THE APPROPRIATE ACTIONS ON A CASE BY CASE BASIS. FORM 990, PART VI, SECTION C, LINE 19 DOCUMENTS ARE AVAILABLE UPON REQUEST AND ON THE ORGANIZATION'S WEBSITE. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.