Civic Intelligence

Society for Minimally Invasive

EIN 87-0808332 • 501(c)3 • Wheaton, IL

Profile

The society for minimally invasive spine surgery (smiss) is a non-profit, tax-exempt, charitable organization devoted to improving the health of patients with spinal disorders by advancing the highest quality minimally invasive spinal care for out patients.

301 South County Farm Road No LWheaton, IL 60187

www.smiss.org

Siviq Scores

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

Liabilities / Assets

30th percentile

0.01x

Higher debt load relative to assets than 30% of similar nonprofits.

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

Liabilities / Revenue

26th percentile

0.01x

Higher debt load relative to revenue than 26% of similar nonprofits.

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

Net Margin

33rd percentile

-2.2%

Higher net margin than 33% of similar nonprofits.

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

Top Officer Pay

40th percentile

$0

Higher top officer pay than 40% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

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

Asset Growth

29th percentile

-3.2%

Faster asset growth than 29% of similar nonprofits.

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

Revenue Growth

47th percentile

5.4%

Faster revenue growth than 47% of similar nonprofits.

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

Assets

Down

$909,192

Down $143,743 (-14%) from 2022

Liabilities

Down

$8,967

Down $69,281 (-89%) from 2022

Net Assets

Down

$900,225

Down $74,462 (-7.6%) from 2022

Revenue

Down

$1,111,085

Down $1,634 (-0.1%) from 2022

Expenses

Up

$1,191,547

Up $128,074 (+12%) from 2022

Net Income

Down

-$80,462

Down $129,708 (-263%) from 2022

Trend Graphs

Balance Sheet Trend

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

$1.5M$1.0M$500K$0Assets 2010: $539,471Liabilities 2010: $0Net Assets 2010: $539,4712010Assets 2011: $669,020Liabilities 2011: $0Net Assets 2011: $669,0202011Assets 2012: $252,690Liabilities 2012: $0Net Assets 2012: $252,6902012Assets 2013: $256,274Liabilities 2013: $0Net Assets 2013: $256,2742013Assets 2014: $156,502Liabilities 2014: $0Net Assets 2014: $156,5022014Assets 2015: $323,828Liabilities 2015: $0Net Assets 2015: $323,8282015Assets 2016: $240,285Liabilities 2016: $0Net Assets 2016: $240,2852016Assets 2017: $484,104Liabilities 2017: $0Net Assets 2017: $484,1042017Assets 2018: $578,012Liabilities 2018: $10,395Net Assets 2018: $567,6172018Assets 2019: $874,621Liabilities 2019: $160,593Net Assets 2019: $714,0282019Assets 2020: $798,550Liabilities 2020: $10,591Net Assets 2020: $787,9592020Assets 2021: $1,162,468Liabilities 2021: $237,029Net Assets 2021: $925,4392021Assets 2022: $1,052,935Liabilities 2022: $78,248Net Assets 2022: $974,6872022Assets 2023: $909,192Liabilities 2023: $8,967Net Assets 2023: $900,2252023

Highlighted filing

2023

Assets$909,192
Liabilities$8,967
Net Assets$900,225

Operations Trend

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

$2.0M$1.5M$1.0M$500K$0-$500KExpenses 2010: $977,3732010Expenses 2011: $1,220,7472011Expenses 2012: $1,587,5592012Revenue 2013: $1,312,499Expenses 2013: $1,309,375Net Income 2013: $3,1242013Revenue 2014: $1,092,763Expenses 2014: $1,192,532Net Income 2014: -$99,7692014Revenue 2015: $954,428Expenses 2015: $787,102Net Income 2015: $167,3262015Revenue 2016: $750,715Expenses 2016: $834,258Net Income 2016: -$83,5432016Revenue 2017: $848,837Expenses 2017: $605,018Net Income 2017: $243,8192017Revenue 2018: $873,730Expenses 2018: $789,047Net Income 2018: $84,6832018Revenue 2019: $957,187Expenses 2019: $799,250Net Income 2019: $157,9372019Revenue 2020: $518,980Expenses 2020: $452,019Net Income 2020: $66,9612020Revenue 2021: $1,085,868Expenses 2021: $910,498Net Income 2021: $175,3702021Revenue 2022: $1,112,719Expenses 2022: $1,063,473Net Income 2022: $49,2462022Revenue 2023: $1,111,085Expenses 2023: $1,191,547Net Income 2023: -$80,4622023

Highlighted filing

2023

Revenue$1,111,085
Expenses$1,191,547
Net Income-$80,462

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Summary only. Only limited summary data is available for this year.$0.91$0.01$0.90$1.11$1.19$0.08
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.05$0.08$0.97$1.11$1.06$0.05
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.16$0.24$0.93$1.09$0.91$0.18
2020Summary only. Only limited summary data is available for this year.$0.80$0.01$0.79$0.52$0.45$0.07
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.87$0.16$0.71$0.96$0.80$0.16
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.58$0.01$0.57$0.87$0.79$0.08
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.48$0.00$0.48$0.85$0.61$0.24
2016Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.24$0.00$0.24$0.75$0.83$0.08
2015Detailed filing. Detailed filing data is available for this year.$0.32$0.00$0.32$0.95$0.79$0.17
2014Detailed filing. Detailed filing data is available for this year.$0.16$0.00$0.16$1.09$1.19$0.10
2013Detailed filing. Detailed filing data is available for this year.$0.26$0.00$0.26$1.31$1.31$0.00
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.25$0.00$0.25$1.59
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.67$0.00$0.67$1.22
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.54$0.00$0.54$0.98
Latest Detailed Filing

The latest 2023 filing currently has summary financial data only. Showing the latest detailed filing from 2017 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
May 8, 2018
Return Version
2017v2.2
Gross Receipts
$848,837
Mission and Program Overview

Mission

The society for minimally invasive spine surgery is a non-profit,tax exempt charitable organization dedicated to improving the health of patients with spinal disorders and advancing the highest quality minimally invasive spinal care for outpatients

The society for minimally invasive spine surgery (smiss) is a non-profit, tax exempt, charitable organization devoted to improving the health of patients with spinal disorders by advancing the highest quality minimally invasive spinal care for out patients.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$240,285$484,104▲ $243,819
Total Assets$240,285$484,104▲ $243,819
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$240,285$484,104▲ $243,819
Total Net Assets Fund Balance$240,285$484,104▲ $243,819
Total Liabilities and Net Assets / Fund Balance$240,285$484,104▲ $243,819
Compensation and Service Providers

Board Members and Trustees

NameTitle
William TaylorPresident
Frank PhillipsBoard Member
Greg AndersonBoard Member
Kevin FoleyBoard Member
Larry KhooBoard Member
Roger HartlBoard Member
Jeremy LonghurstExecutive Director
Jean Pierre MobasserSecretary
Juan Uribe MdTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$2,534
Program Service Revenue
$846,303
Investment Income
$0
Other Revenue
$0
Change in Net Assets
$243,819
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$605,018
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Conferences and Meetings$295,202$5,000-$300,202
Fees for Services Other$92,500--$92,500
Fees for Services Management-$65,840-$65,840
Advertising$57,074$2,074-$59,148
Travel$42,705$47-$42,752
Fees for Services Legal-$10,115-$10,115
Fees for Services Accounting-$2,592-$2,592
Other Expenses$2,119$145-$2,264
All Other Expenses$1,629$115-$1,744
Office Expenses$21$253-$274
Total Functional Expenses$511,538$93,480$0$605,018
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
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

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

Governance Explanations

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

The organization's process to review form 990: the chief executive director reviews the form 990 before filing. The form 990 is available to the board of directors upon request.

Form 990, Part VI, Section C, Line 19

Governing documents disclosure explanation is available upon request.

Filing and Contact Details

Filer

Filer Name
Society for Minimally Invasive
EIN
87-0808332
Phone
6306811040
Address
301 SOUTH COUNTY FARM ROAD NO L, WHEATON, IL 60187

Signing Officer

Name
Jeremy Longhurst
Title
Executive Director
Phone
6306811040
Signed
2018-05-08
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jeremy Longhurst
Formed
2007
Legal Domicile
CA
Voting Board Members
8
Independent Board Members
8
Employees
0
Volunteers
0

Preparer

Firm
Sikich Llp
Address
1415 W DIEHL RD SUITE 400, NAPERVILLE, IL 60563-2349
Preparer
George K Malina
Phone
6305668400
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

Consulting: program service expenses 92,500. Management and general expenses 0. Fundraising expenses 0. Total expenses 92,500.

Raw XML Appendix366 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/AdvertisingGrp/ManagementAndGeneralAmt02074
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt055787
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt060657
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0202450
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt01500
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0246
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt07
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt01753
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.99140
IRS990ScheduleA/PublicSupportPY170Pct00.99190
IRS990ScheduleA/PublicSupportTotal170Amt0202450
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt02534
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt036421
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt047051
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt055787
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt060657
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0202450
IRS990ScheduleA/TotalSupportAmt0204211
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearMinus3YearsAmt08
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt08
IRS990/ScheduleBRequiredInd00
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION'S PROCESS TO REVIEW FORM 990: THE CHIEF EXECUTIVE DIRECTOR REVIEWS THE FORM 990 BEFORE FILING. THE FORM 990 IS AVAILABLE TO THE BOARD OF DIRECTORS UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1GOVERNING DOCUMENTS DISCLOSURE EXPLANATION IS AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2CONSULTING: PROGRAM SERVICE EXPENSES 92,500. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 92,500.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART IX, LINE 11G
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IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
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IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
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IRS990/TotalAssetsEOYAmt0484104
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IRS990/TotalAssetsGrp/EOYAmt0484104
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt02534
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt093480
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0511538
IRS990/TotalFunctionalExpensesGrp/TotalAmt0605018
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0240285
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0484104
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0511538
IRS990/TotalProgramServiceRevenueAmt0846303
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0846303
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0848837
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0240285
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0484104
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/ManagementAndGeneralAmt047
IRS990/TravelGrp/ProgramServicesAmt042705
IRS990/TravelGrp/TotalAmt042752
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0240285
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0484104
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0301 S COUNTY FARM ROAD L
IRS990/USAddress/CityNm0WHEATON
IRS990/USAddress/StateAbbreviationCd0IL
IRS990/USAddress/ZIPCd060187
IRS990/VotingMembersGoverningBodyCnt08
IRS990/VotingMembersIndependentCnt08
IRS990/WebsiteAddressTxt0WWW.SMISS.ORG
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JEREMY LONGHURST
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum06306811040
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-05-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SOCIETY FOR MINIMALLY INVASIVE
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0SPINE SURGERY
ReturnHeader/Filer/BusinessNameControlTxt0SOCI
ReturnHeader/Filer/EIN0870808332
ReturnHeader/Filer/PhoneNum06306811040
ReturnHeader/Filer/USAddress/AddressLine1Txt0301 SOUTH COUNTY FARM ROAD NO L
ReturnHeader/Filer/USAddress/CityNm0WHEATON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IL
ReturnHeader/Filer/USAddress/ZIPCd060187
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0DA39A3EE5E6B4B0D3255BFEF95601890AFD80709
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0414F254E725AA276D163C37437FD84F998FCBA16
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0107.1.81.38
ReturnHeader/FilingSecurityInformation/IPDt02018-05-08
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm010:41:04
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0363168081
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SIKICH LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01415 W DIEHL RD SUITE 400
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NAPERVILLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0605632349
ReturnHeader/PreparerPersonGrp/PhoneNum06305668400
ReturnHeader/PreparerPersonGrp/PreparationDt02018-05-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0GEORGE K MALINA
ReturnHeader/ReturnTs02018-05-15T11:39:21-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

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