Form 990 for tax year 2023
Filed by SETTING SCOLIOSIS STRAIGHT FOUNDATION.
Totals
- Total revenue
- $2,360,424
- Total expenses
- $1,917,231
- Contributions and grants received
- $272,601
- Grants paid
- $0
- Program service revenue
- $1,409,212
- Investment income
- $614,205
- Other revenue
- $64,406
- Total assets, end of year
- $5,919,819
- Total liabilities, end of year
- $619,015
- Net assets or fund balances, end of year
- $5,300,804
- Program services expenses (Part IX)
- $1,499,488
- Management and general expenses
- $382,270
- Fundraising expenses
- $35,473
- Program service expenses (Part III)
- $1,499,488
Program services were 78.2% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
1c · Fundraising events
$53,184
-
1f · All other contributions, gifts and grants
$219,417
-
2a · Program service revenue: DATABASE LICENSING
total $55,000 · related or exempt $55,000
-
2b · Program service revenue: EDUCATION
total $45,681 · related or exempt $45,681
-
2c · Program service revenue: RESEARCH
total $1,308,531 · related or exempt $1,308,531
-
3 · Investment income
total $614,205 · related or exempt $614,205
-
4 · Income from investment of tax-exempt bond proceeds
total $0
-
5 · Royalties
total $0
-
6d · Net rental income or loss
total $0
-
7d · Net gain or loss
total $0
-
8a · Fundraising events: gross income
$99,869
-
8a · Fundraising events: contributions included on line 1c
$53,184
-
8b · Fundraising events: direct expenses
$38,644
-
8c · Net income from fundraising events
total $61,225
-
9c · Net income from gaming
total $0
-
10a · Gross sales of inventory
$7,722
-
10b · Cost of goods sold
$4,541
-
10c · Net income from sales of inventory
total $3,181 · excluded $3,181
-
11e · Other revenue, total
$0
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $0
-
2 · Grants to domestic individuals
total $0
-
3 · Grants to foreign organizations and individuals
total $0
-
4 · Benefits paid to or for members
total $0
-
5 · Compensation of officers, directors and key employees
total $161,086 · program services $54,239 · management and general $103,354 · fundraising $3,493
-
6 · Compensation of disqualified persons
total $0
-
7 · Other salaries and wages
total $581,173 · program services $495,136 · management and general $61,984 · fundraising $24,053
-
8 · Pension plan contributions
total $0
-
9 · Other employee benefits
total $167,683 · program services $17,939 · management and general $149,744
-
10 · Payroll taxes
total $64,945 · program services $46,977 · management and general $17,968
-
11a · Fees: management
total $7,914 · program services $6,530 · management and general $1,384
-
11b · Fees: legal
total $5,565 · program services $1,605 · management and general $3,960
-
11c · Fees: accounting
total $8,500 · management and general $8,500
-
11d · Fees: lobbying
total $0
-
11e · Fees: professional fundraising services
total $0
-
11f · Fees: investment management
total $0
-
11g · Fees: other
total $6,500 · program services $977 · management and general $2,028 · fundraising $3,495
-
12 · Advertising and promotion
total $2,506 · program services $1,080 · management and general $678 · fundraising $748
-
13 · Office expenses
total $522 · program services $284 · management and general $238
-
14 · Information technology
total $0
-
15 · Royalties
total $0
-
16 · Occupancy
total $7,096 · management and general $7,096
-
17 · Travel
total $13,426 · program services $13,110 · management and general $316
-
18 · Travel or entertainment for public officials
total $0
-
19 · Conferences, conventions and meetings
total $6,783 · program services $6,783
-
20 · Interest
total $0
-
21 · Payments to affiliates
total $0
-
22 · Depreciation, depletion and amortization
total $0
-
23 · Insurance
total $15,394 · management and general $15,394
-
24a · Other expenses: RESEARCH AND EDUCATION
total $811,982 · program services $811,982
-
24b · Other expenses: MEETINGS
total $41,036 · program services $38,326 · management and general $2,710
-
24c · Other expenses: SOFTWARE
total $3,681 · program services $2,022 · management and general $1,659
-
24d · Other expenses: Printing and Publications
total $2,365 · program services $425 · fundraising $1,940
-
24e · All other expenses
total $9,074 · program services $2,073 · management and general $5,257 · fundraising $1,744
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $19,676 · end of year $19,749
-
2 · Savings and temporary cash investments
beginning of year $2,174,016 · end of year $1,381,007
-
3 · Pledges and grants receivable
end of year $0
-
4 · Accounts receivable
beginning of year $363,782 · end of year $311,703
-
5 · Loans and receivables from officers and key people
end of year $0
-
6 · Loans and receivables from disqualified persons
end of year $0
-
7 · Other notes and loans receivable
end of year $0
-
8 · Inventories for sale or use
beginning of year $3,626 · end of year $10,922
-
9 · Prepaid expenses and deferred charges
beginning of year $36,703 · end of year $27,695
-
10c · Land, buildings and equipment, net
end of year $0
-
11 · Investments: publicly traded securities
beginning of year $2,885,396 · end of year $4,168,743
-
12 · Investments: other securities
end of year $0
-
13 · Investments: program-related
end of year $0
-
14 · Intangible assets
end of year $0
-
15 · Other assets
end of year $0
-
17 · Accounts payable and accrued expenses
beginning of year $210,166 · end of year $213,157
-
19 · Deferred revenue
beginning of year $415,422 · end of year $405,858
-
27 · Net assets without donor restrictions
beginning of year $4,857,611 · end of year $5,300,804
Mission and programs · 2023
Mission
THE SPECIFIC PURPOSES OF THIS CORPORATION ARE TO ADVANCE THE ART AND SCIENCE OF MEDICINE IN THE SPECIALITY OF ORTHOPEDICS WITH AN EMPHASIS ON SPINAL DEFORMITIES IN PEDIATRICS BY FURTHERING EDUCATION OF MEDICAL PRACTITIONERS AND PATIENTS, SUPPORTING AND CONDUCTING RESEARCH PROJECTS AND CLINICAL ACTIVITIES, AND ENGAGING IN ANY OTHER RELATED ACTIVITIES IN FURTHERANCE OF THESE CHARITABLE, EDUCATIONAL AND PUBLIC PURPOSES.
-
TO ADVANCE THE TREATMENT OF SCOLIOSIS AND SPINAL DEFORMITY FOR CHILDREN THROUGH RESEARCH AND EDUCATION.
Expenses $1,499,488
As filed on the 2023 return.
Listed in Part VII
-
MICHELLE MARKS
Secretary
- Total calculated
- $161,086
- From this org
- $161,086
- From related orgs
- $0
- Other
- $0
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $161,086
- Bonus
- not reported
- Other
- not reported
- Deferred
- not reported
- Nontaxable benefits
- not reported
- Filer's total
- $161,086
-
SUKEN SHAH MD
President
- Total calculated
- $0
- Hours/week
- 1
-
FIROZ MIYANJI MD
VP OF RESEARCH
- Total calculated
- $0
- Hours/week
- 1
-
AMER SAMDANI MD
VP OF EDUCATION
- Total calculated
- $0
- Hours/week
- 1
-
PETER NEWTON MD
Executive Dir.
- Total calculated
- $0
- Hours/week
- 1
-
DAVID CLEMENTS MD
Executive Dir.
- Total calculated
- $0
- Hours/week
- 1
-
ROBERT STONE
Treasurer
- Total calculated
- $0
- Hours/week
- 1
-
RANDAL BETZ MD
Executive Dir.
- Total calculated
- $0
- Hours/week
- 1
-
HARRY SHUFFLEBARGER MD
Executive Dir.
- Total calculated
- $0
- Hours/week
- 1
-
THOMAS ERRICO MD
Director
- Total calculated
- $0
- Hours/week
- 1
-
KEVIN SAYER
Director
- Total calculated
- $0
- Hours/week
- 1
-
STACEY GOLDFARB
Director
- Total calculated
- $0
- Hours/week
- 1
-
BARON LONNER MD
Director
- Total calculated
- $0
- Hours/week
- 1
-
LAWRENCE LENKE MD
Director
- Total calculated
- $0
- Hours/week
- 1
-
THERESA CHESNUT
Director
- Total calculated
- $0
- Hours/week
- 1
-
ROSS SYLVIA
Director
- Total calculated
- $0
- Hours/week
- 1
-
BURT YASZAY MD
Director
- Total calculated
- $0
- Hours/week
- 1
-
NOELLE LARSON MD
Director
- Total calculated
- $0
- Hours/week
- 1
-
DAVE POLEY
Director
- Total calculated
- $0
- Hours/week
- 1
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.
Schedule J
Answered yes
None.
Answered no
- 4a · Severance or change-of-control payment
- 4b · Supplemental nonqualified retirement plan
- 4c · Equity-based compensation arrangement
- 5a · Pay contingent on this organization's revenues
- 5b · Pay contingent on a related organization's revenues
- 6a · Pay contingent on this organization's net earnings
- 6b · Pay contingent on a related organization's net earnings
- 7 · Other non-fixed payments
- 8 · Paid under the initial-contract exception
Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.
Grants on this return
No itemized grants to organizations on this return.
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 25 October 2024
- IRS schema version
- 2023v5.1
- Source object
- 202402999349301415
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