2021-09-23T11:10:32-05:00 2020-12-31 363321958 Desmond & Ahern Ltd 10827 S Western Ave Chicago IL 60643 990 2020-01-01 363382069 North American Spine Society NORT 6302303600 7075 Veterans Blvd Burr Ridge IL 60527 Eric J Muehlbauer Executive Director 6302303600 2021-09-23 1 Eric Muehlbauer 999009999 Paul Betlinski P01960501 7737794720 2021-09-23 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z NASS and Spine Foundation Eric J Muehlbauer 7075 Veterans Blvd Burr Ridge IL 60527 7466547 0 X www.spine.org X 1995 IL Pursue scientific knowledge and high standards of excellence in the field of spinal disorders. 23 22 53 724 633407 441568 1372135 1341870 11677239 4226964 324403 41434 58323 27805 13432100 5638073 181418 181410 0 0 5411991 5078292 0 0 32312 7465388 4559292 13058797 9818994 373303 -4180921 24028031 20521276 8295315 7859479 15732716 12661797 X The society was formed to improve the quality of scientific knowledge and pursuit of high standards of excellence in patient care, clinical practice and related sciences among professionals in the field of spinal disorders. 0 0 2356883 755075 The Organization hosts an annual meeting, attended by over 6,000, providing high-quality continuing medical education for members including excellence in patient care and clincial practice. A trade show where exhibitors display and demonstrate the latest in technology in the field of spinal disorders accompanies the annual meeting. 1291185 239415 The Organization publishes magazines and other materials intended to educate patients on spinal disorders and spine health. Spine research and spine health periodicals are published for members. 872083 208786 Through Spine Education and Resource Center, the Organization provides various educational programs, including hands on coursework, and classes designed to improve the quality of scientific knowledge among professionals in the field of spinal disorders. The Organization also provides a specialized laboratory training facility to other entities for similar training programs. 1846062 181410 2418086 Other programs include research, member services, and spine disorder advocacy. Funds are granted for research in surgical and non-operative treatments for spine disorders, and for spine care education and awareness programs. 1846062 181410 2418086 6366213 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 1 0 1 0 0 1 1 1 0 0 0 0 1 1 1 1 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 1 0 0 0 1 41 0 1 53 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 23 22 0 0 1 0 1 1 1 1 1 0 0 0 1 1 1 1 1 1 1 0 IL X Robert Nelson 6302303655 7075 Veterans Blvd Burr Ridge IL 60527 William Sullivan MD President 10.00 2.00 X X 50000 0 0 Eeric Truumees MD 1st Vice President 5.00 X X 0 0 0 Edward J Dohring MD 2nd Vice President 5.00 X X 0 0 0 David R O'Brien Jr MD Treasurer 5.00 X X 0 0 0 John G Finkenberg MD Secretary 5.00 X X 0 0 0 Jeffrey C Wang MD Past President 5.00 X 0 0 0 Zoher Ghogawala MD FACS Director 2.00 X 0 0 0 Christopher P Kauffman MD Director 2.00 X 0 0 0 Charles A Reitman MD Director 2.00 X 0 0 0 Philip L Schneider MD Director 2.00 X 0 0 0 Scott Kreiner MD Director 2.00 X 0 0 0 Charles H Cho NM MBA Director 2.00 X 0 0 0 Mitchell F Reiter MD PC Director 2.00 X 0 0 0 Thomas E Mroz MD Director 2.00 X 0 0 0 Donna D Ohnmeiss PhD Director 2.00 X 0 0 0 Karin R Swartz MD Director 2.00 X 0 0 0 Richard L Skolasky ScD Director 2.00 X 0 0 0 Paul M Arnold MD Director 2.00 X 0 0 0 Donna M Lahey At-Large Member 2.00 X 0 0 0 Michael G Fehlings MD At-Large Member 2.00 X 0 0 0 Eric J Muehlbauer MJ CAE Executive Director 40.00 X X 318290 0 25842 Patrick C Hsieh MD Director 2.00 X 0 0 0 Jonathon N Grauer MD Director 2.00 X 0 0 0 William Mitchell MD Director 2.00 X 0 0 0 Francis Kocich Chief Marketing Officer 40.00 X 164122 0 16038 Robert Nelson Chief Financial Officer 40.00 X 166132 0 16129 Christina Wolf Director of Education 40.00 X 126815 0 17993 Dana Rennie Director of Human Resources 40.00 X 115566 0 9492 Shweta Trivedi Assoc ED - Health Policy 40.00 X 109290 0 4527 Allison Waxler Director of Regulatory Affairs 40.00 X 105910 0 8747 Pamela Towne Director of Publications 40.00 X 105881 0 17374 1262006 0 116142 10 0 1 0 Christopher Bono 73 Caterina Heights Concord MA 01742 Editor of Spine Journal 255000 Elsiever Science 3251 Riverport Lane Maryland Heights MO 63043 Prints the Spine Journal publication 193979 Ken Winans dba KW Graphics 131 S Waverly Place Mt Prospect IL 60056 Prints Spine Line publication & advertis 189897 Valugen GmbH 8706 Feldmeilen SZ Consultant 162688 CBRE Dept 8844 Los Angeles CA 90084 Supplies property managers for facility 159621 5 990750 351120 91814 1341870 Membership dues 900099 2418041 2418041 Annual meeting 900099 1242825 755075 487750 Publications 541800 292711 214139 78572 Training facility 900099 208786 208786 Sales & publications 541800 64601 25276 39325 4226964 202214 202214 5381 5381 1667694 1828474 -160780 -160780 -160780 Web advertising 541800 22379 22379 Miscellaneous 900099 45 45 22424 5638073 3621362 633407 41434 129909 129909 27050 27050 24451 24451 344132 222715 120526 891 80939 51730 28994 215 3819675 2472012 1337773 9890 138348 75685 62179 484 397187 219655 176165 1367 298011 194069 103331 611 29468 17743 11167 558 30312 30312 63570 63570 464203 388525 73516 2162 464861 336270 123663 4928 231061 144622 84278 2161 185225 110271 74717 237 917438 828267 89071 100 154686 97030 56039 1617 689411 413647 268870 6894 Unrelated business inco 117752 117752 Bad debt - forgiveness 586122 586122 Publications 303770 303530 240 Fees & royalties 222325 221156 1158 11 99088 87876 11026 186 9818994 6366213 3420469 32312 4433377 2463037 3661858 3118860 349400 171644 75748 75620 497413 420601 17459056 11690747 6442090 5768309 7921893 8425313 1000 645252 77892 24028031 20521276 592814 390546 2283054 2083392 5419447 5385541 8295315 7859479 X 12698728 9386220 3033988 3275577 15732716 12661797 24028031 20521276 -4180921 1110002 0 X X 0 1 X 1 0 X 1565760 1453798 1695633 1372135 1341870 7429196 10908471 10655642 10587115 10925573 3621317 46698118 140350 140350 12614581 12109440 12282748 12297708 4963187 54267664 0 0 0 54267664 171836 180824 213062 266577 202214 1034513 55895 139593 256007 370024 821519 227731 320417 469069 636601 202214 1856032 8285 44848 2666 45 55844 12850597 12474705 12754483 12934309 5165446 56179540 0.96600 0.96930 0.03300 0.02970 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2880408 370008 128409 3122007 2567098 413310 100000 2880408 2817795 -150787 99910 2567098 2595354 315626 93455 2817795 2473706 121648 2595354 0.57000 0.43000 0 0 1420000 1420000 12724561 8395370 4329191 2915151 2898912 16239 399344 396465 2879 5768309 X Part V, Line 4: The endowment fund is to be used to fund spine related research grants. Part X, Line 2: FIN 48 Note from Audited Financial Statements North American Spine Society is an organization described in Sections 501(c)(3) of the Internal Revenue Code and was granted exemption from federal income taxes by the Internal Revenue Service. The tax-exempt purposes of the Organization and the nature in which it operates is described in Note 1. Management's assertion is that there are no uncertain tax positions and the Organizations continue to operate in compliance with their tax-exempt purposes. However, the Organizations are subject to income tax on their unrelated business income after related expenses. North American Spine Society does sell advertising in its journals as well as at its annual conference registration listing of participants which is considered unrelated to its tax-exempt purpose. Based on net income from these activities, the Society incurred and paid $117,752 in unrelated business income taxes for the year ended December 31, 2020. The Society has adopted the requirements for accounting for uncertain tax positions and management has determined that the Society was not required to record a liability related to uncertain tax positions as of December 31, 2020. The Organizations annual informational and income tax returns filed with the federal and state governments are subject to examination generally for three years after they have been filed. 0 Europe (Including Iceland & Greenland) - Albania, Andorra, Austria, Belgium 0 0 Membership East Asia and the Pacific - Australia, Brunei, Burma, Cambodia, 0 0 Membership South America - Argentina, Bolivia, Brazil, Chile, Columbia, Ecuador, 0 0 Membership 0 0 0 0 0 0 0 0 0 South Asia - Afghanistan, Bangladesh, Bhutan, India, Maldives, Nepal, TSJ Outstanding Paper Award 10000 1 Clinical travel fellowship Sub-Saharan Africa - Angola, Benin, Botswana, Burkina Faso, 1 7451 Research traveling fellowship Europe (Including Iceland & Greenland) 1 7000 0 0 0 0 0 0 Part I, Line 2: Grants are approved by the Board of Directors and reported in the Board minutes and in the accounting records of the Organization. Annual reports relating to the use of funds are due from grantees by July 31 of each year. Part III Accounting Method: 1 Colorade State University Attn Jeremiah T Easely DVM 2350 Gillette Drive Fort Collins CO 80523 846000545 501(c)(3) 51644 Development of a clinically-relevant large animal model of intervertebral disc disease Wayne State University Attn Moh H Malek PhD 259 Mack Avenue Physical Therapy Suite 2249 Detroit MI 48201 386028429 501(c)(3) 36915 Mitochondrial-targeted protection following incomplete spinal cord injury with noninvasive technology University of Pittsburgh Medical Center Attn Darla McGivern 200 Lothrop Street Suite B-400 Pittsburgh PA 15213 250965591 501(c)(3) 39850 Quantative tractography of spinal cord white matter pathways to assess severity of clinical presentation in cervical spondylotic myelopathy TSJ Outstanding Paper Award 2 20000 Research traveling fellowship fusion improve surgical outcomes: a randomized trial 1 7050 Part I, Line 2: Grants are approved by the Board of Directors and reported in the Board minutes and in the accounting records of the Organization. Annual reports relating to the use of funds are due from grantees by July 31 of each year. X X X 1 1 X X 0 0 0 0 0 0 0 0 0 Eric J Muehlbauer MJ CAE Executive Director 318290 0 0 0 0 0 13376 0 12466 0 344132 0 0 0 Robert Nelson Chief Financial Officer 166132 0 0 0 0 0 7066 0 9063 0 182261 0 0 0 Francis Kocich Chief Marketing Officer 164122 0 0 0 0 0 6995 0 9043 0 180160 0 0 0 Part I, Line 1a NASS pays a portion of health club dues for employees. Employees submit documentation of dues payment and this amount is included in the employees' paycheck and W-2. Mr. Muehlbauer, Mr. Nelson, and Mr. Kocich all participate in this program. A Illinois Financial Authority 861091967 NC29967C1 2014-02-26 8860000 Refinance of IFA Series 2007 (educational and research facility) 0 0 0 A 8860000 8860000 2014 1 0 1 1 A 0 0 0 0 0 0 0 A 0 0 0 0 1 0 0 0 1 A 0 Briana Schaefer Daughter of Executive Director 81108 Briana Schaefer, daughter of Executive Director Eric Muehlbauer, works for the Organization as a SERC manager. Her 2020 compensation including benefits was $81,108. 0 X C-Arm 1 91814 fair value 0 0 0 Form 990, Part VI, Section A, line 4 Changes to Bylaws: Nominating committee terms changed from one year to two years. Task force approvals only need Board Executive Committee approval instead of full Board approval. Form 990, Part VI, Section A, line 6 The Organization has a membership consisting of individuals in the medical profession dealing with spine disorders. Form 990, Part VI, Section A, line 7a Membership elects the Board of Directors. Form 990, Part VI, Section A, line 7b Membership must approve changes in the bylaws. Form 990, Part VI, Section B, line 11b The 990 was reviewed by the CFO and Executive Director. Final approval was obtained from the Audit Committee of the Board prior to filing. Form 990, Part VI, Section B, line 12c Prior to the start of the meeting each board member must update their disclosure information. Form 990, Part VI, Section B, line 15 Compensation for the Executive Director and key employees is reviewed by the Executive Committee which relies on the Association Forum Compensation Survey for comparison purposes. Form 990, Part VI, Section C, line 19 All governing documents are available on the Organization's website "www.spine.org or upon request Form 990, Part XII, line 2c: The process has not changed from the prior year. The National Association of Spine Specialists 7075 Veterans Blvd Burr Ridge IL 60527 364309601 Promote interests of spine community and patients they serve IL 501(C)(6) Common Board of Directors 0 NASS Solutions Inc 7075 Veterans Blvd Burr Ridge IL 60527 900802943 software IL C 1.00000 0 0 0 0 1 0 0 0 0 0 0 0 1 0 1 1 0 1 0 0 The National Association of Spine Specialists D 77892 The National Association of Spine Specialists O 258428 The National Association of Spine Specialists L 602448