Civic Intelligence

Coalition of State Rheumatology

EIN 32-0093904 • 501(c)3 • Milwaukee, WI

Profile

The coalition of state rheumatology organizations is a group of state or regional professional rheumatology societies formed in order to advocate for excellence in rheumatologic disease care and to insure access to the highest quality care for the management of rheumatologic and musculoskeletal diseases.

555 E Wells Street Suite 1100Milwaukee, WI 53202

www.csro.info

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

80th percentile

0.41x

Higher debt load relative to assets than 80% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

79th percentile

0.43x

Higher debt load relative to revenue than 79% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Net Margin

47th percentile

3.1%

Higher net margin than 47% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

61st percentile

$86,250

Higher top officer pay than 61% of similar nonprofits.

Top officer pay equals 3.6% of source-year revenue.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Asset Growth

85th percentile

30%

Faster asset growth than 85% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

73rd percentile

28%

Faster revenue growth than 73% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets80th percentile

Assets

Up

$2,494,218

Up $576,642 (+30%) from 2023

Liabilities

Up

$1,031,439

Up $513,053 (+99%) from 2023

Net Assets

Up

$1,462,779

Up $63,589 (+4.5%) from 2023

Operations
Liabilities / Revenue79th percentileNet Margin47th percentile

Revenue

Up

$2,376,696

Up $518,094 (+28%) from 2023

Expenses

Up

$2,302,482

Up $422,991 (+23%) from 2023

Net Income

Up

$74,214

Up $95,103 (+455%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth85th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$3.0M$2.0M$1.0M$0Assets 2011: $52,769Liabilities 2011: $0Net Assets 2011: $52,7692011Assets 2012: $32,475Liabilities 2012: $0Net Assets 2012: $32,4752012Assets 2013: $47,267Liabilities 2013: $0Net Assets 2013: $47,2672013Assets 2014: $424,416Liabilities 2014: $0Net Assets 2014: $424,4162014Assets 2015: $754,787Liabilities 2015: $0Net Assets 2015: $754,7872015Assets 2016: $772,607Liabilities 2016: $0Net Assets 2016: $772,6072016Assets 2017: $1,340,755Liabilities 2017: $0Net Assets 2017: $1,340,7552017Assets 2018: $1,501,986Liabilities 2018: $666,266Net Assets 2018: $835,7202018Assets 2019: $1,912,144Liabilities 2019: $924,364Net Assets 2019: $987,7802019Assets 2020: $1,828,553Liabilities 2020: $248,465Net Assets 2020: $1,580,0882020Assets 2021: $2,190,971Liabilities 2021: $139,398Net Assets 2021: $2,051,5732021Assets 2022: $1,629,199Liabilities 2022: $230,488Net Assets 2022: $1,398,7112022Assets 2023: $1,917,576Liabilities 2023: $518,386Net Assets 2023: $1,399,1902023Assets 2024: $2,494,218Liabilities 2024: $1,031,439Net Assets 2024: $1,462,7792024

Highlighted filing

2024

Assets$2,494,218
Liabilities$1,031,439
Net Assets$1,462,779
Open 2024 Filing

Operations Trend

Revenue Growth73rd percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$3.0M$2.0M$1.0M$0-$1.0MExpenses 2011: $704,6842011Expenses 2012: $586,7212012Revenue 2013: $557,500Expenses 2013: $542,708Net Income 2013: $14,7922013Revenue 2014: $1,137,800Expenses 2014: $760,651Net Income 2014: $377,1492014Revenue 2015: $1,254,019Expenses 2015: $923,648Net Income 2015: $330,3712015Revenue 2016: $1,026,000Expenses 2016: $1,008,180Net Income 2016: $17,8202016Revenue 2017: $2,131,473Expenses 2017: $1,563,325Net Income 2017: $568,1482017Revenue 2018: $1,974,551Expenses 2018: $1,893,926Net Income 2018: $80,6252018Revenue 2019: $2,050,889Expenses 2019: $1,930,314Net Income 2019: $120,5752019Revenue 2020: $2,081,791Expenses 2020: $1,524,481Net Income 2020: $557,3102020Revenue 2021: $2,048,288Expenses 2021: $1,534,326Net Income 2021: $513,9622021Revenue 2022: $1,440,288Expenses 2022: $1,988,885Net Income 2022: -$548,5972022Revenue 2023: $1,858,602Expenses 2023: $1,879,491Net Income 2023: -$20,8892023Revenue 2024: $2,376,696Expenses 2024: $2,302,482Net Income 2024: $74,2142024

Highlighted filing

2024

Revenue$2,376,696
Expenses$2,302,482
Net Income$74,214
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$2,494,218
Liabilities
$1,031,439
Net assets
$1,462,779
Revenue
$2,376,696
Expenses
$2,302,482
Net income
$74,214
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.49$1.03$1.46$2.38$2.30$0.07
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.92$0.52$1.40$1.86$1.88$0.02
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.63$0.23$1.40$1.44$1.99$0.55
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.19$0.14$2.05$2.05$1.53$0.51
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.83$0.25$1.58$2.08$1.52$0.56
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.91$0.92$0.99$2.05$1.93$0.12
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.50$0.67$0.84$1.97$1.89$0.08
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.34$0.00$1.34$2.13$1.56$0.57
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.77$0.00$0.77$1.03$1.01$0.02
2015Detailed filing. Detailed filing data is available for this year.$0.75$0.00$0.75$1.25$0.92$0.33
2014Detailed filing. Detailed filing data is available for this year.$0.42$0.00$0.42$1.14$0.76$0.38
2013XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.05$0.00$0.05$0.56$0.54$0.01
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.03$0.00$0.03$0.59
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.05$0.00$0.05$0.70
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 11, 2025
Return Version
2024v5.2
Gross Receipts
$2,376,696
Mission and Program Overview

Mission

The organization is comprised of state and regional professional rheumatology societies whose mission is to advocate for excellence in the field of rheumatology, ensuring access to the highest quality care for the management of rheumatalogic and musculoskeletal disease.

The organization is comprised of state and regional professional rheumatology societies, whose mission is to advocate for excellence in the field of rheumatology, ensuring access to the highest quality care for the management of rheumatalogic and musculoskeletal diseases.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$763,242$1,325,990▲ $562,748
Investments in Publicly Traded Securities$1,092,985$1,126,506▲ $33,521
Prepaid Expenses and Deferred Charges$46,349$40,122▼ $6,227
Accounts Receivable$15,000$1,600▼ $13,400
Total Assets$1,917,576$2,494,218▲ $576,642
Liabilities
Deferred Revenue$472,667$1,010,500▲ $537,833
Accounts Payable and Accrued Expenses$45,719$20,939▼ $24,780
Total Liabilities$518,386$1,031,439▲ $513,053
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,399,190$1,462,779▲ $63,589
Total Net Assets Fund Balance$1,399,190$1,462,779▲ $63,589
Total Liabilities and Net Assets / Fund Balance$1,917,576$2,494,218▲ $576,642
Compensation and Service Providers
Top Officer Pay61st percentile

Employees

NameTitleFull / Part TimeBaseTotal
Madelaine a Feldman Md FacrVP, Advocacy & GovtPT$86,250$86,250
Gary R Feldman Md FacrPresidentPT$85,000$85,000
Michael Saitta Md Mba FacrTreasurerPT$59,000$59,000
Aaron Broadwell MdVP & SecretaryPT$29,500$29,500
Robert W Levin MdDirector-$19,000$19,000
Firas Kassab Md FacrDirector-$18,000$18,000
Amar Majjhoo Md FacrDirector-$16,500$16,500
Harry Gewanter Md Faap MacrDirector-$16,500$16,500
Adrienne Hollander Md FacrDirector-$14,500$14,500
Amish J Dave Md MphDirector-$14,500$14,500
Erin Arnold Md FacrDirector-$14,500$14,500
Gregory W Niemer MdDirector-$14,500$14,500
Leyka M Barbosa Md FacrDirector-$14,500$14,500
Michael S Brooks Md Facp FacrDirector-$14,500$14,500
Joshua Stowlow MdDirector-$12,500$12,500
Kostas Botsoglou MdDirector-$12,500$12,500
William Scheuing MdFellow-at-large-$2,000$2,000

Board Members and Trustees

NameTitle
Elnaz Balashi MdFellow-at-large

Highest Paid Contractors

ContractorServicesLocationCompensation
Hart Health StrategiesProfessional Fees611 PENNSYLVANIA AVENUE SE 393, Washington, DC 20016$540,000
Executive Director INCManagement Services555 E WELLS ST SUITE 1100, Milwaukee, WI 53202$349,425
Revenue and Support

Revenue Composition

Contributions and Grants
$2,296,597
Program Service Revenue
$15,500
Investment Income
$63,161
Other Revenue
$1,438
All Other Contributions
$2,296,597
Change in Net Assets
$74,214

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,372,876
Revenue Not Reported on Financial Statements
$3,820
Revenue Not Reported on Form 990
$-10,625
Total Revenue per Audited Statements
$2,362,251
Total Revenue per Form 990
$2,376,696
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,797,754
Salaries, Compensation, and Employee Benefits$464,228
Grants and Similar Amounts Paid$40,500
Total Fundraising Expense$16,516
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$228,750$215,000-$443,750
Conferences and Meetings$395,530$87-$395,617
Fees for Services Management$195,053$137,856$16,516$349,425
Travel$215,279$1,433-$216,712
Fees for Services Lobbying$151,109--$151,109
Grants to Domestic Orgs$40,500--$40,500
Information Technology$23,743$6,863-$30,606
Payroll Taxes-$20,478-$20,478
Office Expenses$6,787$3,726-$10,513
Fees for Services Accounting-$7,967-$7,967
Insurance-$6,189-$6,189
All Other Expenses$1,299$4,126-$5,425
Fees for Service Investment Mgmnt Fees-$3,820-$3,820
Advertising-$3,816-$3,816
Other Expenses$44,150$3,597-$3,597
Fees for Services Other-$1,408-$1,408
Total Functional Expenses$1,802,600$483,366$16,516$2,302,482

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$2,302,482
Expenses per Audited Statements$2,298,662
Total Expenses per Audited Statements$2,298,662
Expenses Not Reported on Financial Statements$3,820
Expenses Not Reported on Form 990$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
University of IowaIowa City, IA501 (c) (3)Support Rheumatology Fellowship Program$35,000
Washington Rheumatology AllianceSeattle, WA501 (c) (3)Support Advocacy Activities of Society$5,000
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
Yes
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
Yes
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
Yes

Governance Explanations

Form 990, Part VI, Section A, Line 3

“Management services are performed by executive director, inc., which include membership services, financial management, meeting management, executive committee meetings, member communications, other services, and general services.”

Form 990, Part VI, Section A, Line 4

“The organization's bylaws were updated on september 21, 2024.”

Form 990, Part VI, Section B, Line 11B

“Line 11b explanation - a copy of the 990 and applicable schedules are reviewed by the board of directors prior to filing.”

Form 990, Part VI, Section B, Line 12C

“On an annual basis, all directors of csro will submit a disclosable interest form to the executive office, which will be reviewed by the executive committee. When considering a proposed transaction or arrangement with outside entities, the executive committee will decide if there are any conflicts of interest (based on the contents of the disclosable interest forms) and discuss with the interested party. An interested person may make a presentation at the board meeting but, after the presentation, he/she shall leave the meeting during the discussion of, and the vote on, the transaction or arrangement involving the conflict of interest.”

Form 990, Part VI, Section B, Line 15B

“The officers of the board of directors for the coalition of state rheumatology organizations (csro) receive a salary for their time spent on csro business. In setting the salary amounts, the board of directors review salaries for officers of other rheumatology organizations and the total annual stipends paid to the officers in past years.”

Form 990, Part VI, Section C, Line 19

“Governing documents are available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Coalition of State Rheumatology
EIN
32-0093904
Phone
4149189825
Address
555 E WELLS STREET SUITE 1100, MILWAUKEE, WI 53202

Signing Officer

Name
Michael Saitta Md
Title
Treasurer
Phone
4149189825
Signed
2025-11-11
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Gary Feldman Md
Formed
2003
Legal Domicile
Nc
Voting Board Members
18
Independent Board Members
10
Employees
4
Volunteers
0

Preparer

Firm
Ritz Holman Llp
Address
330 E KILBOURN AVE SUITE 222, MILWAUKEE, WI 53202
Preparer
Katy L Sommer
Phone
4142711451
Supplemental Narrative

Financial Statement Notes

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. Management has reviewed all tax positions recognized in previously filed tax returns 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.”

Raw XML AppendixShowing 400 of 565 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
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IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0THE ORGANIZATION IS COMPRISED OF STATE AND REGIONAL PROFESSIONAL RHEUMATOLOGY SOCIETIES, WHOSE MISSION IS TO ADVOCATE FOR EXCELLENCE IN THE FIELD OF RHEUMATOLOGY, ENSURING ACCESS TO THE HIGHEST QUALITY CARE FOR THE MANAGEMENT OF RHEUMATALOGIC AND MUSCULOSKELETAL DISEASES.
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IRS990/Form990PartVIISectionAGrp/PersonNm0GARY R FELDMAN MD FACR
IRS990/Form990PartVIISectionAGrp/PersonNm1MADELAINE A FELDMAN MD FACR
IRS990/Form990PartVIISectionAGrp/PersonNm2AARON BROADWELL MD
IRS990/Form990PartVIISectionAGrp/PersonNm3MICHAEL SAITTA MD MBA FACR
IRS990/Form990PartVIISectionAGrp/PersonNm4ERIN ARNOLD MD FACR
IRS990/Form990PartVIISectionAGrp/PersonNm5LEYKA M BARBOSA MD FACR
IRS990/Form990PartVIISectionAGrp/PersonNm6KOSTAS BOTSOGLOU MD
IRS990/Form990PartVIISectionAGrp/PersonNm7MICHAEL S BROOKS MD FACP FACR
IRS990/Form990PartVIISectionAGrp/PersonNm8AMISH J DAVE MD MPH
IRS990/Form990PartVIISectionAGrp/PersonNm9HARRY GEWANTER MD FAAP MACR
IRS990/Form990PartVIISectionAGrp/PersonNm10ADRIENNE HOLLANDER MD FACR
IRS990/Form990PartVIISectionAGrp/PersonNm11FIRAS KASSAB MD FACR
IRS990/Form990PartVIISectionAGrp/PersonNm12ROBERT W LEVIN MD
IRS990/Form990PartVIISectionAGrp/PersonNm13AMAR MAJJHOO MD FACR
IRS990/Form990PartVIISectionAGrp/PersonNm14GREGORY W NIEMER MD
IRS990/Form990PartVIISectionAGrp/PersonNm15JOSHUA STOWLOW MD
IRS990/Form990PartVIISectionAGrp/PersonNm16ELNAZ BALASHI MD
IRS990/Form990PartVIISectionAGrp/PersonNm17WILLIAM SCHEUING MD
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IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1VP, ADVOCACY & GOVT
IRS990/Form990PartVIISectionAGrp/TitleTxt2VP & SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt3TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt14DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt15DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt16FELLOW-AT-LARGE
IRS990/Form990PartVIISectionAGrp/TitleTxt17FELLOW-AT-LARGE
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IRS990/FSAuditedInd01
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IRS990/MissionDesc0THE ORGANIZATION IS COMPRISED OF STATE AND REGIONAL PROFESSIONAL RHEUMATOLOGY SOCIETIES, WHOSE MISSION IS TO ADVOCATE FOR EXCELLENCE IN THE FIELD OF RHEUMATOLOGY, ENSURING ACCESS TO THE HIGHEST QUALITY CARE FOR THE MANAGEMENT OF RHEUMATALOGIC AND MUSCULOSKELETAL DISEASES.
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IRS990/ProgSrvcAccomActy2Grp/Desc0SUPPORTING STATE SOCIETY MEMBERS IN THEIR ADVOCACY EFFORTS BY TRACKING LEGISLATION IN ALL 50 STATES, PROVIDING GRANTS TO UNDERWRITE COSTS OF IN-PERSON ADVOCACY DAYS AT STATE CAPITALS, ENCOURAGING THE FORMATION OF NEW STATE SOCIETIES, AND COMPREHENSIVE COMMUNICATIONS TO KEEP MEMBERS INFORMED OF ACTIVITIES AND OPPORTUNITIES FOR ENGAGEMENT.
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IRS990ScheduleA/TotalSupportAmt09816407
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IRS990ScheduleC/AvgGrassrootsNontaxableGrp/CurrentYearAmt061921

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