SCOLIOSIS RESEARCH SOCIETY (EIN 237181863) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1966

Legal Domicile

Principal Officer

SERENA HU MD

Phone

4142899107

Tax Period

2023-01-01 to 2023-12-31

SCOLIOSIS RESEARCH SOCIETY, founded in 1966, is a community nonprofit that reported $6.3M in total revenue in fiscal year 2023. Revenue decreased 19% compared to the prior year. Expenses of $5.6M left a modest 11% surplus.

Mission

THE PURPOSE OF THE SCOLIOSIS RESEARCH SOCIETY IS TO FOSTER THE OPTIMAL CARE OF ALL PATIENTS WITH SPINAL DEFORMITIES.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $1,666,885

Program Service Revenue $3,199,518

Investment Income $1,472,534

Other Revenue $-31,680

TOTAL REVENUE $6,307,257

Expense Breakdown

Grants Paid $613,007

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $4,294,666

Other Expenses $5,019,091

TOTAL EXPENSES $5,632,098

Year-over-Year Comparison

	2023	2022	Change
Revenue	$6,307,257	$7,743,353	-0.2%
Expenses	$5,632,098	$5,306,083	+0.1%
Net Income	$675,159	$2,437,270	-0.7%

Key Indicators

✓ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✓ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

Governance Policies

✓ Conflict of Interest Policy

✓ Whistleblower Policy

✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$40,000

Total Directors

$40,000

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SERENA S HU MD	PAST PRESIDENT	5.00	Officer Director	$40,000	$0	$40,000
LAUREL C BLAKEMORE MD	PRESIDENT ELECT	7.00	Officer Director	$0	$0	$0
SUKEN A SHAH MD	VICE PRESIDENT	3.00	Officer Director	$0	$0	$0
MARINUS DE KLEUVER MD PHD	PRESIDENT	3.00	Officer Director	$0	$0	$0
DAVID SKAGGS MD MMM	TREASURER	7.00	Officer Director	$0	$0	$0
FERRAN PELLISE MD PHD	SECRETARY	7.00	Officer Director	$0	$0	$0
CHRISTOPHER I SHAFFREY MD	PAST PRESIDENT	7.00	Officer Director	$0	$0	$0
MUHARREM YAZICI MD	PAST PRESIDENT 2	5.00	Officer Director	$0	$0	$0
MAUNISH GUPTA MD	EDUCATION CHAIR	3.00	Director	$0	$0	$0
RON EL-HAWARY MD	COMMUNICATION CHAIR	3.00	Director	$0	$0	$0
DOUGLAS BURTON MD	RESEARCH CHAIR	3.00	Director	$0	$0	$0
ERIC KLINEBERG MD	DIRECTOR	3.00	Director	$0	$0	$0
LINDSAY ANDRAS MD	DIRECTOR	3.00	Director	$0	$0	$0
FIROZ JIYANJI MD FRCSC	DIRECTOR	3.00	Director	$0	$0	$0
KOTA WATANABE MD PHD	DIRECTOR	3.00	Director	$0	$0	$0
EVALINA BURGER MD	DIRECTOR	3.00	Director	$0	$0	$0
MICHAEL KELLY MD	DIRECTOR	3.00	Director	$0	$0	$0
KHALED KEBAISH MD	DIRECTOR	3.00	Director	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2024	No data	No data	No data	No data
2023	$6,307,257	$5,632,098	$21,328,808	$675,159
2022	$7,743,353	$5,306,083	$19,925,585	$2,437,270
2021	$4,690,080	$3,221,762	$19,613,993	$1,468,318
2020	$3,250,108	$2,744,036	$17,367,746	$506,072
2019	$5,842,920	$5,122,520	$15,810,968	$720,400
2018	$5,937,807	$5,417,694	$13,469,200	$520,113

SCOLIOSIS RESEARCH SOCIETY