2018-11-13T09:42:07-08:00 2017-12-31 390919055 Ritz Holman LLP 330 E Kilbourn Ste 550 Milwaukee WI 532023144 990 2017-01-01 237181863 SCOLIOSIS RESEARCH SOCIETY SCOL 4142899107 555 EAST WELLS STREET MILWAUKEE WI 53202 J ABBOTT BYRD III MD Treasurer 2018-11-13 true KATY L SOMMER P00273273 4142711451 2017 2019-02-21 02:37:17Z Todd J Albert MD 555 E Wells Street Ste 1100 Milwaukee WI 53202 5588664 false false X www.srs.org X 1966 IL THE PURPOSE OF THE SCOLIOSIS RESEARCH SOCIETY IS TO FOSTER THE OPTIMAL CARE OF ALL PATIENTS WITH SPINAL DEFORMITIES. 16 16 0 20 225000 13095 1769517 2036743 2881858 2907775 295202 392232 184910 251914 5131487 5588664 319394 504672 0 40500 500 0 0 4382474 4881843 4742368 5387015 389119 201649 12670512 14021849 289226 173275 12381286 13848574 X THE PURPOSE OF THE SCOLIOSIS RESEARCH SOCIETY IS TO FOSTER THE OPTIMAL CARE OF ALL PATIENTS WITH SPINAL DEFORMITIES. false false 1426322 10000 1195941 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. 1363985 494672 836841 Other program services: GLOBAL OUTREACH & WORLD WIDE COURSES; JOURNAL; TRAVELING FELLOWSHIP & SCHOLARSHIPS; RESEARCH 1328666 798203 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. 193051 76790 4312024 true true false false false false false false false false false false false false false true true false false false true true true false false false false true true false false false false false false false false false false false false false false false false false false false false false true 8 0 true 0 false true true false false false false false false 0 false false false false false false false false false false X 16 16 false true true false true true true true true false false true true true true true true true true false IL X Executive Director Inc 4142766445 555 E Wells ST STE 1100 MILWAUKEE WI 53202 DAVID POLLY JR MD Past President 5.00 0.00 X 0 0 0 MARINUS DE KLEUVER MD PhD Director 3.00 0.00 X 0 0 0 Peter O Newton MD PRESIDENT ELECT 5.00 0.00 X 0 0 0 MARK WEIDENBAUM MD Secretary 7.00 0.00 X X 0 0 0 AMER F SAMDANI MD Director 3.00 0.00 X 500 0 0 FRANK SCHWAB MD RESEARCH CHAIR 3.00 0.00 X 0 0 0 PAUL D SPONSELLER MD MBA Vice President 5.00 0.00 X X 0 0 0 DAVID SKAGGS MD Director 3.00 0.00 X 0 0 0 John P Dormans MD Past President 5.00 0.00 X 0 0 0 JOHN R DIMER II MD EDUCATION CHAIR 3.00 0.00 X 0 0 0 Sigurd H Berven MD Director 3.00 0.00 X 0 0 0 Douglas C Burton MD Director 3.00 0.00 X 0 0 0 Hani H Mhaidli MD PhD Director 3.00 0.00 X 0 0 0 LAUREL BLAKEMORE MD SECRETARY ELECT 3.00 0.00 X 0 0 0 RAJIV SETHI MD Director 3.00 0.00 X 0 0 0 Kenneth MC Cheung MD PAST PRESIDENT 5.00 0.00 X 0 0 0 Todd J Albert MD President 7.00 0.00 X X 0 0 0 LORI KAROL MD Director 3.00 0.00 X 0 0 0 RON EL-HAWARY MD Director 3.00 0.00 X 0 0 0 J ABBOTT BYRD III MD Treasurer 7.00 0.00 X X 0 0 0 500 0 false false false EXECUTIVE DIRECTOR INC 555 E Wells Street Ste 1100 MILWAUKEE WI 53202 MANAGEMENT 1059233 1 2036743 2036743 Annual Mtngs & Workshops 541900 1769867 1769867 Exhibit Fee Income 541900 264500 264500 HOW Fees 541900 266000 266000 Journal 541900 98502 98502 Membership Dues & Assessments 541900 485806 485806 23100 23100 2907775 137442 137442 0 0 0 254790 254790 254790 254790 0 0 6103 6103 6103 ADVERTISING 541800 225000 225000 Other Revenue 541900 20811 20811 245811 5588664 3168668 225000 158253 378472 378472 5500 5500 120700 120700 0 500 500 0 0 0 0 0 1059233 455469 603764 1343 1343 11250 11250 0 0 61080 61080 0 3808 3808 224466 164138 60328 60325 22456 37869 0 0 698529 581308 117221 0 2311321 2162205 149116 0 0 10419 10419 21672 9371 12301 OTHER EXPENSES 170414 153036 17378 PRODUCTS AND PUBLICATIONS 167956 167816 140 OUTREACH/TRAVELING FELLOWSHIP 75914 75914 TAX EXPENSE 3201 3201 912 912 5387015 4312024 1074991 0 3090419 2344720 380910 381917 0 243424 146172 0 0 0 72129 74173 189309 195037 0 8628620 10224407 0 0 18334 7915 47367 647508 12670512 14021849 134026 104240 155200 69035 289226 173275 X 11560669 13009202 820617 839372 12381286 13848574 12670512 14021849 201649 1265639 X false true X true false X 2043592 2313786 2609600 2245842 1939751 11152571 0 0 2043592 2313786 2609600 2245842 1939751 11152571 5122015 6030556 85618 71584 77397 122106 137442 494147 67750 70250 175250 165500 225000 703750 9486 14025 36120 15886 20811 96328 12446796 12666462 0.48450 0.57070 X X 6854303 1265639 1265639 5588664 5588664 5387015 5387015 5387015 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, 2017, $12,044 of estimated payments were made. Total unrelated business income tax expense for the year ended December 31, 2017, was $45,491 resulting in a tax deposit of $11,933 of federal and state tax as of December 31, 2017.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, 2017, 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. true SUB-SAHARAN AFRICA 0 0 PROGRAM SERVICES IMAST MEETING 1320805 SOUTH ASIA 0 0 PROGRAM SERVICES EDUCATIONAL COURSES 44905 SOUTH AMERICA 0 0 PROGRAM SERVICES EDUCATIONAL COURSES 25347 EAST ASIA & THE PACIFIC 0 0 PROGRAM SERVICES CADAVER COURSES 92450 EUROPE 0 0 PROGRAM SERVICES CADAVER COURSE 100600 NORTH AMERICA 0 0 GRANTS TO OTHERS 56700 EAST ASIA & THE PACIFIC 0 0 GRANTS TO OTHERS 48000 EUROPE 0 0 GRANTS TO OTHERS 10000 SOUTH ASIA 0 0 GRANTS TO OTHERS 6000 1704807 1704807 EAST ASIA&PACIF RESEARCH 48000 WIRE FMV EUROPE RESEARCH 10000 WIRE FMV NORTH AMERICA RESEARCH 36500 WIRE FMV NORTH AMERICA RESEARCH 5000 WIRE FMV NORTH AMERICA RESEARCH 8000 CHECK FMV 4 1 GLOBUS FELLOWSHIP SOUTH ASIA 1 6000 WIRE FMV RESEARCH GRANT NORTH AMERICA 1 7200 WIRE FMV false false false false false false true BOSTON CHILDRENS HOSPITAL PO BOX 414413 BOSTON MA 02241 042774441 501(c)(3) 10000 0 FMV RESEARCH GRANT CHECKERS GROUP LLC 829 MT MORO RD VILLANOVA PA 19085 261503825 501(c)(3) 10000 0 FMV STEELE LECTURESHIP HONORARIUM CINCINNATI CHILDRENS HOSPITAL 3333 BURNET AVENUE ML 2017 CINCINNATI OH 45229 310833936 501(c)(3) 22000 0 FMV RESEARCH GRANT INTERNATIONAL SPINE STUDY GRO 15480 IOLA ST BRIGHTON CO 80602 271833811 501(c)(3) 100306 0 FMV ASLS FUNDING LOMA LINDA UNIVERSITY 24887 TAYLOR ST STE 202 LOMA LINDA CA 92350 951816009 501(c)(3) 7500 0 FMV RESEARCH GRANT MEDICAL COLLEGE OF WI 8701 WATERTOWN PLANK RD MILWAUKEE WI 53226 390806261 501(c)(3) 6860 0 FMV RESEARCH GRANT REGENTS OF THE UNIV OF MN PO BOX 1450 MINNEAPOLIS MN 55485 416007513 501(c)(3) 10000 0 FMV RESEARCH GRANT STRAIGHT FORWARD FOUNDATION 598 MACDONOUGH ST BROOKLYN NY 11233 812827904 501(c)(3) 41800 0 FMV AWARENESS CAMPAIGN DONATION TEXAS SCOTTISH RITE HOSPITAL FOR CHILDRE 2222 WELBORN STREET DALLAS TX 75219 750818178 501(c)(3) 10000 0 FMV RESEARCH GRANT The Trustees of Columbia Univ PO Box 29789 New York NY 10087 135598093 501(c)(3) 9103 0 FMV RESEARCH GRANTS UNIVERSITY OF CHICAGO 6054 S DREXEL SUITE 300 CHICAGO IL 60637 362177139 501(c)(3) 10000 0 FMV RESEARCH GRANT UNIVERSITY OF ROCHESTER 601 ELMWOOD AVE BOX 665 ROCHESTER NY 14642 160743209 501(c)(3) 20000 0 FMV RESEARCH GRANT UNIVERSITY OF TEXAS AT DALLAS 800 W CAMPBELL RD AD 37 RICHARDSON TX 75080 751305566 501(c)(3) 9660 0 FMV RESEARCH GRANT WASHINGTON UNIVERSITY 660 S EUCLID AVE CB 8009 ST LOUIS MO 63110 430653611 501(c)(3) 20000 0 FMV RESEARCH GRANT 14 0 RESEARCH GRANT 1 5500 FAIR MARKET VALUE Grantmaker's Description of How Grants are Used 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. 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 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 4: Description of Significant Changes to Organizational Documents Section 6.2 Number, Tenure, and Qualification: Education and Research Council Chairs term changed from four to three years. Section 7.1 Officers/Eligibility: The Secretary and Treasurer terms changed from four to three years. 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.