2025-10-24T09:46:11-05:00 2024-12-31 390919055 RITZ HOLMAN LLP 330 E KILBOURN AVE SUITE 222 MILWAUKEE WI 53202 990 2024-01-01 237181863 SCOLIOSIS RESEARCH SOCIETY SCOL 4142899107 555 EAST WELLS STREET 1100 MILWAUKEE WI 53202 GREGORY MUNDIS JR TREASURER 4142899107 2025-10-24 1 0 KATY L SOMMER P00273273 4142711451 2025-10-22 2024 2025-03-06 01:10:19Z LAUREL BLAKEMORE MD 555 E WELLS STREET STE 1100 MILWAUKEE WI 53202 5997771 0 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. 18 17 0 20 3750 2070 1666885 1749419 3199518 3602503 1472534 513393 -31680 131741 6307257 5997056 613007 582861 0 0 0 40000 0 0 0 5019091 4772726 5632098 5395587 675159 601469 21328808 23420622 417314 401003 20911494 23019619 X THE PURPOSE OF THE SCOLIOSIS RESEARCH SOCIETY IS TO FOSTER THE OPTIMAL CARE OF ALL PATIENTS WITH SPINAL DEFORMITIES. 0 0 999893 4800 1229305 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. 1656343 4654 2018935 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. 296886 SPINE DEFORMITY SOLUTIONS: A HANDS-ON COURSE: PROVIDES AN OPPORTUNITY FOR PARTICIPANTS TO EXPAND THEIR KNOWLEDGE AND IMPROVE THEIR SKILLS THROUGH TRAINING AND DISCUSSIONS WITH LEADING SPINAL DEFORMITY SURGEONS FROM AROUND THE WORLD. 1031694 573407 466902 OTHER PROGRAM SERVICES: GLOBAL OUTREACH & WORLD WIDE COURSES; JOURNAL; TRAVELING FELLOWSHIP & SCHOLARSHIPS; RESEARCH; DIRECTED COURSES, SPINE DEFORMITY COURSES 1031694 573407 466902 3984816 1 1 0 0 0 0 0 0 0 1 0 0 0 0 0 1 1 0 0 0 1 1 0 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 18 17 0 1 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 IL X EXECUTIVE DIRECTOR INC 4142766445 555 E WELLS ST STE 1100 MILWAUKEE WI 53202 SERENA S HU MD PAST PRESIDENT 1 5.00 X X 0 0 0 LAUREL C BLAKEMORE MD PRESIDENT 7.00 X X 0 0 0 SUKEN A SHAH MD PRESIDENT ELECT 3.00 X X 0 0 0 MARINUS DE KLEUVER MD PHD PAST PRESIDENT 3.00 X X 40000 0 0 DAVID SKAGGS MD MMM TREASURER 7.00 X X 0 0 0 FERRAN PELLISE MD PHD VICE PRESIDENT 7.00 X X 0 0 0 PRAVEEN MUMMANENI SECRETARY 7.00 X X 0 0 0 MUNISH GUPTA MD EDUCATION CHAIR 3.00 X 0 0 0 RON EL-HAWARY MD COMMUNICATION CHAIR 3.00 X 0 0 0 DOUGLAS BURTON MD RESEARCH CHAIR 3.00 X 0 0 0 ERIC KLINEBERG MD DIRECTOR 3.00 X 0 0 0 LINDSAY ANDRAS MD DIRECTOR 3.00 X 0 0 0 FIROZ MIYANJI MD FRCSC DIRECTOR 3.00 X 0 0 0 KOTA WATANABE MD PHD DIRECTOR 3.00 X 0 0 0 MICHAEL VITALE DIRECTOR 3.00 X 0 0 0 MICHELLE WELBORN DIRECTOR 3.00 X 0 0 0 CHRISTOPHER AMES DIRECTOR 3.00 X 0 0 0 JOSHUA PAHYS DIRECTOR 3.00 X 0 0 0 JAVIER PIZONES DIRECTOR 3.00 X 0 0 0 40000 0 0 0 0 0 0 EXECUTIVE DIRECTOR INC 555 E WELLS STREET STE 1100 MILWAUKEE WI 53202 MANAGEMENT 1571452 1 1749419 1749419 ANNUAL MEETINGS & WORK 541900 2387590 2387590 MEMBERSHIP DUES & ASSE 541900 724323 724323 EXHIBIT FEE INCOME 541900 268000 268000 JOURNAL 541900 130140 130140 M&M REPORTS 541900 53100 53100 39350 39350 3602503 513393 513393 878 715 163 163 LIFE INSURANCE CSV 525100 68651 68651 ADMINISTRATIVE FEES 541800 43825 43825 OTHER REVENUE 541900 15352 15352 3750 3750 131578 5997056 3715142 3750 528745 249118 249118 102275 102275 231468 231468 40000 40000 1571452 581437 990015 17346 17346 14425 14425 45778 45778 36414 28914 7500 17424 2965 14459 135927 105452 30475 82405 41896 40509 160393 82103 78290 2363061 2335044 28017 94795 23676 71119 40826 30922 9904 STIPENDS 75711 75711 OUTREACH/TRAVELING FELL 47344 47344 OTHER EXPENSES 18436 9895 8541 ABSTRACT ARCHIVING 14849 14849 36140 21747 14393 5395587 3984816 1410771 0 1970099 1579687 511429 264402 217774 324371 70191 69476 380560 526756 17255306 19758854 265727 170932 657722 726144 21328808 23420622 81266 34923 336048 366080 417314 401003 X 14800874 16157307 6110620 6862312 20911494 23019619 21328808 23420622 601469 1506656 0 X 0 1 X 1 0 X 1761706 2339635 5231145 2318225 2473742 14124453 1761706 2339635 5231145 2318225 2473742 14124453 2470053 11654400 262971 446980 224201 409674 513393 1857219 80500 17000 15000 6750 3750 123000 704209 1742479 2492558 2559921 2893532 10392699 26497371 16011 0.43980 0.43950 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER REVENUE - 2020 AMOUNT: $ 29,010. 2021 AMOUNT: $ 8,581. 2022 AMOUNT: $ 11,790. 2023 AMOUNT: $ 11,743. 2024 AMOUNT: $ 15,352. GROSS RECEIPTS FROM RELATED ACTIVITIES - 2020 AMOUNT: $ 675,199. 2021 AMOUNT: $ 1,733,898. 2022 AMOUNT: $ 2,480,768. 2023 AMOUNT: $ 2,548,178. 2024 AMOUNT: $ 2,878,180. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 3318060 363642 8550 3673152 2833231 489287 4458 3318060 3000000 -166769 2833231 1.00000 0 0 0 X 7457934 1506656 1506656 5951278 45778 45778 5997056 5349809 0 5349809 45778 45778 5395587 PART V, LINE 4: SET UP TO FUND GRANTS FOR RESEARCH INTO THE CAUSES OF NEW AND IMPROVED METHODS OF TREATMENT FOR AND POTENTIAL CURES FOR IDIOPATHIC SCOLIOSIS. PART X, LINE 2: 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 ORGANIZATION'S TAX-EXEMPT PURPOSE IS SUBJECT TO TAXATION AS UNRELATED BUSINESS INCOME. AS OF DECEMBER 31, 2024, THE ORGANIZATION HAD A TAX ASSET OF $4,378 FOR ESTIMATED PAYMENTS IN EXCESS OF ACTUAL UNRELATED BUSINESS INCOME TAX (UBIT). ESTIMATED TAX PAYMENTS AND PRIOR YEAR OVERPAYMENTS APPLIED TO 2024 TAX TOTALED $403. TOTAL UNRELATED BUSINESS INCOME TAX EXPENSE FOR THE YEAR ENDED DECEMBER 31, 2024, WAS $632. 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 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. 0 EUROPE PROGRAM SERVICES ANNUAL MEETING 1656343 SOUTH AMERICA PROGRAM SERVICES SPINE DEFORMITY SOLUTIONS COURSE 210759 EAST ASIA & THE PACIFIC PROGRAM SERVICES SPINE DEFOREMITY SOLUTIONS COURSE 92341 EUROPE PROGRAM SERVICES CURRENT CONCEPTS IN SPINE DEFORMITY COURSES 98435 EAST ASIA & THE PACIFIC PROGRAM SERVICES EDUCATIONAL COURSES 40174 SOUTH AMERICA PROGRAM SERVICES EDUCATIONAL COURSES 21611 NORTH AMERICA GRANTS TO RECIPIENTS LOCATED IN REGION 44300 EUROPE GRANTS TO RECIPIENTS LOCATED IN REGION 155168 EAST ASIA & THE PACIFIC GRANTS TO RECIPIENTS LOCATED IN REGION 32000 0 0 0 0 0 0 2319131 32000 2351131 EUROPE RESEARCH 105000 WIRE 0 FMV EAST ASIA & THE PACIFIC RESEARCH 32000 WIRE 0 FMV EUROPE RESEARCH 19780 WIRE 0 FMV NORTH AMERICA RESEARCH 11800 WIRE 0 FMV EUROPE RESEARCH 10000 WIRE 0 FMV EUROPE RESEARCH 6688 WIRE 0 FMV NORTH AMERICA RESEARCH 30000 WIRE 0 FMV EUROPE RESEARCH 13700 WIRE 0 FMV 8 0 0 0 0 0 0 PART I, LINE 2: 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. 1 REGENTS OF THE UNIVERSITY OF CALIFORNIA SAN DIEGO 9500 GILLMAN DRIVE LA JOLLA CA 92093 956006144 501(C)(3) 8697 0 FMV RESEARCH GRANT REGENTS OF THE UNIVERSITY OF MICHIGAN OFFICE OF RESEARCH 3003 S STATE STREET ANN ARBOR MI 481091274 386006309 501(C)(3) 6250 0 FMV RESEARCH GRANT STANFORD UNIVERSITY PO BOX 44253 SAN FRANCISCO CA 941444253 941156365 501(C)(3) 12443 0 FMV RESEARCH GRANT UNIVERSITY OF COLORADO DENVER 1800 N GRANT ST STE 600 DENVER CO 80203 846000555 501(C)(3) 69420 0 FMV RESEARCH GRANT WASHINGTON UNIVERSITY 660 S EUCLID AVE ST LOUIS MO 63110 430653611 501(C)(3) 12000 0 FMV RESEARCH GRANT TEXAS SCOTTISH RITE HOSPITAL 2222 WELBORN STREET DALLAS TX 75219 780818178 501(C)(3) 30000 0 FMV RESEARCH GRANT UNIVERSITY OF ROCHESTER 601 ELMWOOD AVE BOX SURG ROCHESTER NY 14642 160743209 501(C)(3) 20000 0 FMV RESEARCH GRANT MAYO CLINIC RESEARCH PO BOX 860334 MINNEAPOLIS MN 55486 416011702 501(C)(3) 7358 0 FMV RESEARCH GRANT ORTHOCAROLINA RESEARCH INSTITUTE 2001 VAIL AVENUE SUITE 300 CHARLOTTE NC 28207 010648145 501(C)(3) 7500 0 FMV RESEARCH GRANT REGENTS OF THE UNIVERSITY OF CALIFORNIA DAVIS PO BOX 74816 LOS ANGELES CA 90074 966036494 501(C)(3) 11100 0 FMV RESEARCH GRANT UNIVERSITY OF COLORADO DENVER 1800 N GRANT ST STE 600 DENVER CO 80203 846000555 501(C)(3) 20000 0 FMV RESEARCH GRANT THE CURATORS OF THE UNIVERSITY OF MISSOURI PO BOX 801012 KANSAS CITY MO 64180 266440629 501(C)(3) 20000 0 FMV RESEARCH GRANT UNIVERSITY OF UTAH 201 SOUTH PRESIDENTS CIRCLE SALT LAKE CITY UT 84112 876000525 501(C)(3) 20000 0 FMV RESEARCH GRANT 12 PART I, LINE 2: 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 VI, SECTION A, LINE 3 LINE 3 EXPLANATION - SRS IS CONTRACTED WITH EXECUTIVE DIRECTOR, INC. (EDI) TO PROVIDE ASSOCIATION MANAGEMENT SERVICES. FORM 990, PART VI, SECTION A, LINE 6 LINE 6 EXPLANATION - SRS HAS SIX CLASSES OF MEMBERSHIP (REFERRED TO AS "FELLOWSHIP") NAMELY, CANDIDATE, ACTIVE, INACTIVE, ASSOCIATE, EMERITUS, AND HONORARY. FORM 990, PART VI, SECTION A, LINE 7A LINE 7A EXPLANATION - 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, SECTION A, LINE 7B LINE 7B EXPLANATION - 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, SECTION B, LINE 11B LINE 11B EXPLANATION - 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, SECTION B, LINE 12C 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, SECTION B, LINE 15 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. 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, SECTION C, LINE 19 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.