Form U01 A For the 2008 calendar year , or tax year beginning Pie use IRS lab el Addr ess chang ^chaannge or D Employer identification number SPINAL INJURY FOUNDATION Doin g Business As Number and street (or P.O. box if mail is not delivered to street address ) Specific TerminInstruc- 403 SUMMIT BLVD gallon rAmended Open to Public Inspection and ending C Name of organization type See [::Ireiuan 2008 Under section 501(c), 527, or 4947(a)(1) of the Internal Revenue Code ( except black lung benefit trust or private foundation) ^ The organization may have to use a copy of this return to satisfy state reporting requirements. Department of the Treasury Internal Revenue Service B check if applicable OMB No 1545-0047 Return of Organization Exempt From Income Tax Co o tions Room/suite 75- 2985553 E Telephone number 720- 974-9800 SUITE 201 City or town , state or country , and ZIP + 4 =]Apphaa- ROOMF I ELD CO 80021 F Name and address of principal officer-MICHAEL FREEMAN SAME AS C ABOVE 4947 (a)( 1 ) or 0 527 I Tax-exempt status ® 501 c 3 (insert no tlon pending G Gross receipts $ 43 , 026. H(a) Is this a group return for affiliates ? =Yes ® No H(b) Are all affiliates included? = Yes 0 No If " No," attach a list. (see instructions) J Website : SPINALINJURYFOUNDATION. ORG H (c) Grou p exem ption number jli^ K T e of or anization : 0 Corporation 0 Trust Q Association ® Other ^ 5 01 L Year of formation: 2 0 01 M State of le g al domicile: CO Part I Summary 1 Briefly describe the organization ' s mission or most significant activities THE PURPOSE OF THE SPINAL INJURY FOUNDATION IS TO RESEARCH , EDUCATE, AND ADVOCATE THOSE WITH CHRONIC F 9 Chprk this hnv 0 Cd 3 4 Number of voting members of the governing body (Part VI, line 1 a) Number of independent voting members of the governing body (Part VI, line 1 b) Total number of employees (Part V, line 2a) Total number of volunteers (estimate if necessary) 5 6 [1 if fhw nrnannatlnn rflcrnntlnuarf Its nneratlnnc or rircnncerf of more Than 950/ of its ascots 7a Total gross unrelated business revenue from Part VIII, line 12, column (C) 7a b Net unrelated business taxable income from Form 990-T , line 34 Contributions and grants (Part VIII, line 1 h) Program service revenue (Part VIII, line 2g) Investment Income (Part VIII, column (A), lines 3, 4, and 7d) w Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 1 Oc, and 11 e) Total revenue - add lines 8 throu g h 11 (must eq ual Part VIII column (A), line 12) Grants and similar amounts paid (Part IX, column (A), lines 1.3) Benefits paid to or for members (Part IX, column (A), line 4) Salaries , other compensation, employee benefits (Part IX, column (A), lines 5-10) w Professional fundraising fees (Part IX, column (A), line 11e) c w CL Total fundraising expenses (Part IX, column (D), line 25) ^ b x W 17 Other expenses (Part IX, column (A), lines 11 a-11 d, 111f-24f) 18 Total expenses Add lines 13-17 (must equal Part IX, column (A), line 25) 19 Revenue less expenses Subtract line 18 from line 12 oW N 20 Total assets (Part X, line 16 00^ NOV 2 a^ 21 Total liabilities (Part X, line z^ 22 Net assets or fund balance S N U W LU 8 9 10 11 12 13 14 15 16a Part II 6 , 461 . 3 , 420 . 39 , 16 4. 39 , 606 . 1 , 775. 47 , 400. 43 , 026. 99 , 445. 99 , 445. 49 , 465. 49 , 465. -6 , 439. -52 , 045. Be g innin g of Year 5 , 928. 44 , 286. -38 , 358. End of Year 2 , 312. 47 , 109. -44 , 797. V information of which preparer has any knowledge ' Signature of of MICHAEL FREEMAN, Type or print name and title Preparer's signature Preparer ' s Firm's name (or comoanvina schedules and statements . and to the best of my knowledge and belief. it is true . correct. Is re urn . and complete Declaration of preparer (other 141 PRESIDENT/DI Paid Use Only 0 . Current Year Signature Block Under penalties of oerlurv . I declare that I have exam Sign Here 0 7b Prior Year w 0 0 0 0 3 4 5 6 yous if self-employed ), address, and ZIP+4 ' DCG P.C. 1777 S. DENVER, HARRISON ST., S CO 80210 May the IRS discuss this return with the preparer shown above? (see Instr LHA For Privacy Act and Paperwork Reduction Act Ni 832001 12-18 -08 SEE SCHEDULE 0 FOR ORGANIZATION M Form 990 2008 • SPINAL INJURY FOUNDATION Part III Statement of Program Service Accomplishments (see instructions) 1 Briefly describe the organization's mission. SEE 75-2985553 Pa e 2 SCHEDULE 0 FOR CONTINUATION THE PURPOSE OF THE SPINAL INJURY FOUNDATION IS TO RESEARCH, EDUCATE, AND ADVOCATE THOSE WITH CHRONIC SPINAL INJURIES, TO IMPROVE THE LIVES AND HEALTH OF PATIENTS WITH CHRONIC SPNIAL INJURY AND TO PREVENT SPINAL INJURIES THROUGH THE EDUCATION OF THE GENERAL PUBLIC AND 2 3 4 Did the organization undertake any significant program services during the year which were not listed on the prior Form 990 or 990-EZ2 If "Yes", describe these new services on Schedule 0 Did the organization cease conducting , or make significant changes in how it conducts , any program services '? If "Yes", describe these changes on Schedule 0 Describe the exempt purpose achievements for each of the organization 's three largest program services by expenses =Yes ® No =Yes ® No Section 501 (c)(3) and 501 (c)(4) organizations and section 4947(a)(1) trusts are required to report the amount of grants and allocations to others , the total expenses , and revenue, if any , for each program service reported 4a (Code SEMINARS, ) (Expenses $ ) (Revenue $ 3 7 , 5 9 0 . including grants of $ 43,026. RESEARCH AND EDUCATION DESIGNED FOR ATTORNEYS, CASE MANAGERS, INSURANCE ADJUSTERS, HEALTH PROFESSIONALS, AND OTHERS WHO WORK WITH PATIENTS WITH SPINAL INJURIES. 4b (Code ) (Expenses $ including grants of $ ) (Revenue $ 4c (Code ) (Expenses $ including grants of $ ) (Revenue $ 4d Other program services (Describe in Schedule 0) (Expenses $ including grants of $ 4e Total arogram service expenses $ 37 , 590 . ) (Revenue $ (Must equal Part IX, Line 25, column (B) ) Form 990 (2008) 832002 12-18-08 09071029 140218 460016.00 3 2008.04030 SPINAL INJURY FOUNDATION 4600161 Form 990 3 Yes 1 Is the organization described in section 501 (c)(3) or 4947(a)(1) (other than a pnvate foundation)? If "Yes, " complete Schedule A Is the organization required to complete Schedule B, Schedule of Contributors? Did the organization engage in direct or indirect political campaign activities on behalf of or in opposition to candidates for public office? If "Yes, " complete Schedule C, Part 1 2 3 Section 501 (c)(3) organizations . Did the organization engage in lobbying activities? If "Yes," complete Schedule C, Part// Section 501 (c)(4), 501(c)(5), and 501 (c)(6) organizations . Is the organization subject to the section 6033(e) notice and reporting requirement and proxy tax? If "Yes, " complete Schedule C, Part /// Did the organization maintain any donor advised funds or any accounts where donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts? If "Yes, " complete Schedule D, Part 1 Did the organization receive or hold a conservation easement, including easements to preserve open space, the environment, historic land areas, or historic structures? If "Yes, " complete Schedule D, Part ll 4 5 6 7 Did the organization maintain collections of works of art, historical treasures, or other similar assets? If "Yes, " complete Schedule D, Part 1/1 Did the organization report an amount in Part X, line 21; serve as a custodian for amounts not listed in Part X, or provide credit counseling, debt management, credit repair, or debt negotiation services? If "Yes," complete Schedule D, Part IV Did the organization hold assets in term, permanent, or quasi-endowments? If "Yes, " complete Schedule D, Part V 8 9 10 11 12 13 14a b 15 16 17 18 19 20 21 22 23 24a b c Did the organization report an amount in Part X, lines 10, 12, 13, 15, or 25? If "Yes," complete Schedule D, Parts Vl, VII, VIII, IX, or X as applicable Did the organization receive an audited financial statement for the year for which it is completing this return that was prepared in accordance with GAAP? If "Yes, " complete Schedule D, Parts XI, Xll, and XIII Is the organization a school as described in section 170(b)(1)(A)(u)? If "Yes," complete Schedule E Did the organization maintain an office, employees, or agents outside of the U S ? Did the organization have aggregate revenues or expenses of more than $10,000 from grantmaking, fundraising, business, and program service activities outside the U S ? If "Yes," complete Schedule F, Part I Did the organization report on Part IX, column (A), line 3, more than $5,000 of grants or assistance to any organization or entity located outside the United States? If "Yes," complete Schedule F, Part l/ Did the organization report on Part IX, column (A), line 3, more than $5,000 of aggregate grants or assistance to individuals located outside the United States? If "Yes," complete Schedule F, Part ill Did the organization report more than $15,000 on Part IX, column (A), line 11 e? If "Yes," complete Schedule G, Part 1 Did the organization report more than $15,000 total on Part VIII, lines 1c and 8a? If "Yes," complete Schedule G, Part 11 Did the organization report more than $15,000 on Part VIII, line 9a? If "Yes, " complete Schedule G, Part III Did the organization operate one or more hospitals? If "Yes, " complete Schedule H Did the organization report more than $5,000 on Part IX, column (A), line 1 ? If "Yes," complete Schedule I, Parts l and l/ Did the organization report more than $5,000 on Part IX, column (A), line 2? If "Yes," complete Schedule I, Parts l and 111 Did the organization answer "Yes" to Part VII, Section A, questions 3, 4, or 5? If "Yes," complete Schedule J Did the organization have a tax-exempt bond issue with an outstanding principal amount of more than $100,000 as of the last day of the year, that was issued after December 31, 2002? If "Yes, " answer questions 24b-24d and complete Schedule K If "No", go to question 25 Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception? Did the organization maintain an escrow account other than a refunding escrow at any time during the year to defease any tax-exempt bonds? Did the organization act as an "on behalf of" issuer for bonds outstanding at any time during the year? d 25a Section 501(c )(3) and 501(c )(4) organizations . Did the organization engage in an excess benefit transaction with a disqualified person during the year? If "Yes, " complete Schedule L, Part I b Did the organization become aware that it had engaged in an excess benefit transaction with a disqualified person from a prior year? If "Yes, " complete Schedule L, Part I 26 Was a loan to or by a current or former officer, director, trustee, key employee, highly compensated employee, or disqualified person outstanding as of the end of the organization's tax year? If "Yes," complete Schedule L, Part Il Did the organization provide a grant or other assistance to an officer, director, trustee, key employee, or substantial 27 contributor, or to a person related to such an i ndividual? If "Yes," complete Schedule L, Part 111 1 2 No X X 3 4 X X 5 6 X 7 X 8 X 9 10 X X 11 X 12 13 14a X X X 14b X 15 X 16 17 18 19 20 X X X X X 21 22 23 X X X 24a 24b X 24c 24d 25a X 25b X 26 X X 27 Form 990 (2008) 832003 12-18-08 4 09071029 140218 460016.00 2008.04030 SPINAL INJURY FOUNDATION 4600161 Form 990 2008. SPINAL INJURY FOUNDATION Part IV Checklist of Required Schedules (continued) 75-2985553 Page 4 Yes During the tax year, did any person who is a current or former officer, director, trustee, or key employee. a Have a direct business relationship with the organization (other than as an officer, director, trustee, or employee), or an indirect business relationship through ownership of more than 35% in another entity (individually or collectively with other person(s) listed in Part VII, Section A)? If "Yes, " complete Schedule L, Part IV b Have a family member who had a direct or indirect business relationship with the organization? If "Yes," complete Schedule L, Part IV c Serve as an officer, director, trustee, key employee, partner, or member of an entity (or a shareholder of a professional corporation) doing business with the organization? If "Yes, " complete Schedule L, Part IV 29 Did the organization receive more than $25,000 in non-cash contributions? If "Yes, " complete Schedule M 30 Did the organization receive contributions of art, historical treasures, or other similar assets, or qualified conservation contributions? If "Yes," complete Schedule M Did the organization liquidate, terminate, or dissolve and cease operations? 31 If "Yes," complete Schedule N, Part 1 32 Did the organization sell, exchange, dispose of, or transfer more than 25% of its net assets? If "Yes, " complete Schedule N, Part 11 33 Did the organization own 100% of an entity disregarded as separate from the organization under Regulations sections 301.7701-2 and 301 7701-3? If "Yes," complete Schedule R, Part/ 34 Was the organization related to any tax-exempt or taxable entity? If "Yes," complete Schedule R, Parts 11, 111, IV, and V, line 1 35 Is any related organization a controlled entity within the meaning of section 512(b)(13)? If "Yes," complete Schedule R, Part V, line 2 36 Section 501(c)(3) organizations. Did the organization make any transfers to an exempt non-charitable related organization? If "Yes, " complete Schedule R, Part V, line 2 37 Did the organization conduct more than 5% of its activities through an entity that is not a related organization and that is treated as a partnershi p for federal income tax p urp oses? If "Yes " complete Schedule R, Part VI No 28 28a X 28b X 28c 29 X X 30 X 31 X 32 X 33 X 34 X 35 X 36 X 37 X Form 990 (2008) 832004 12-18-08 09071029 140218 460016.00 5 2008.04030 SPINAL INJURY FOUNDATION 4600161 Form 990 (2008) • SPINAL INJURY FOUNDATION I Part V.1 Statements Regarding Other IRS Filings and Tax Complianc e 75- 2985553 Paae 5 la Enter the number reported in Box 3 of Form 1096, Annual Summary and Transmittal of U S Information Returns Enter -0• if not applicable la b Enter the number of Forms W-2G included in line 1 a. Enter -0- if not applicable 1b c Did the organization comply with backup withholding rules for reportable payments to vendors and reportable gaming (gambling) winnings to prize winners? 2a Enter the number of employees reported on Form W-3, Transmittal of Wage and Tax Statements, filed for the calendar year ending with or within the year covered by this return 2a b If at least one is reported on line 2a, did the organization file all required federal employment tax returns? Note . If the sum of lines 1 a and 2a is greater than 250, you may be required to e-file this return (see instructions) 3a Did the organization have unrelated business gross income of $1,000 or more during the year covered by this return? b If "Yes," has it filed a Form 990-T for this year? If "No, " provide an explanation in Schedule 0 4a At any time during the calendar year, did the organization have an interest in, or a signature or other authority over, a financial account in a foreign country (such as a bank account, securities account, or other financial account)' b If "Yes," enter the name of the foreign country ^ See the instructions for exceptions and filing requirements for Form TD F 90-22 1, Report of Foreign Bank and Financial Accounts 5a Was the organization a party to a prohibited tax shelter transaction at any time during the tax year? b Did any taxable party notify the organization that it was or is a party to a prohibited tax shelter transaction? c If "Yes," to question 5a or 5b, did the organization file Form 8886-T, Disclosure by Tax-Exempt Entity Regarding Prohibited Tax Shelter Transaction? 6a Did the organization solicit any contributions that were not tax deductible? b If "Yes," did the organization include with every solicitation an express statement that such contributions or gifts were not tax deductible? 7 Organizations that may receive deductible contributions under section 170(c). a Did the organization provide goods or services in exchange for any quid pro quo contribution of more than $75? b If "Yes," did the organization notify the donor of the value of the goods or services provided? c Did the organization sell, exchange, or otherwise dispose of tangible personal property for which it was required to file Form 8282 d If "Yes," indicate the number of Forms 8282 filed during the year 17d e Did the organization, during the year, receive any funds, directly or indirectly, to pay premiums on a personal benefit contract? 2b X 7b X f Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract? g For all contributions of qualified intellectual property, did the organization file Form 8899 as required'? h For contributions of cars, boats, airplanes, and other vehicles, did the organization file a Form 1098-C as required? 8 9 Section 501 (c)(3) and other sponsoring organizations maintaining donor advised funds and section 509(a)(3) supporting organizations . Did the supporting organization, or a fund maintained by a sponsoring organization, have excess business holdings at any time during the year? Section 501(c)(3) and other sponsoring organizations maintaining donor advised funds. a Did the organization make any taxable distributions under section 4966? b 10 9a Did the organization make a distribution to a donor, donor advisor, or related person? Section 501(c)( 7) organizations . Enter. N/A a Initiation fees and capital contributions included on Part VIII, line 12 10, 1 b Gross receipts, included on Form 990, Part VIII, line 12, for public use of club facilities 10b 11 8 Section 501(c)( 12) organizations . Enter N/A a Gross income from members or shareholders b Gross income from other sources (Do not net amounts due or paid to other sources against amounts due or received from them) 12a b 11a 11b Section 4947 (a)(1) non - exempt charitable trusts . Is the organization filing Form 990 in lieu of Form 1041? If "Yes." enter the amount of tax-exempt interest received or accrued durino the year N/A 19h Form 990 (2008) 832005 12-18-08 09071029 140218 460016.00 6 2008.04030 SPINAL INJURY FOUNDATION 4600161 Form 990 2008) • SPINAL INJURY FOUNDATION 75 -2985553 Pag e 6 Part V1 Governance, Management, and Disclosure (Sections A, B, and C request information about policies not required by the Internal Revenue Code.) Secti on A. Governing Body and Management For each "Yes" response to lines 2-7b below, and for a "No" response to lines 8 or 9b below, describe the circumstances, processes, or changes in Schedule 0 See instructions la Enter the number of voting members of the governing body la b Enter the number of voting members that are independent lb 2 Did any officer, director, trustee, or key employee have a family relationship or a business relationship with any other officer, director, trustee , or key employee? 3 Did the organization delegate control over management duties customarily performed by or under the direct supervision of officers, directors or trustees, or key employees to a management company or other person? 4 Did the organization make any significant changes to its organizational documents since the prior Form 990 was filed 5 Did the organization become aware during the year of a material diversion of the organization's assets? 6 Does the organization have members or stockholders' 7a Does the organization have members, stockholders, or other persons who may elect one or more members of the governing body'? b Are any decisions of the governing body subject to approval by members, stockholders, or other persons' 8 Did the organization contemporaneously document the meetings held or written actions undertaken during the year by the following. a The governing body? b Each committee with authority to act on behalf of the governing body? 9a Does the organization have local chapters, branches, or affiliates? b If "Yes," does the organization have written policies and procedures governing the activities of such chapters, affiliates, and branches to ensure their operations are consistent with those of the organization? 10 Was a copy of the Form 990 provided to the organization's governing body before it was filed? All organizations must describe in Schedule 0 the process, if any, the organization uses to review the Form 990 Is there any officer, director or trustee, or key employee listed in Part VII, Section A, who cannot be reached at the 11 org anization's mailin g address? If "Yes " provide the names and addresses in Schedule 0 1 2 8b 9a 1 1 X X X 9b 10 X 11 X Section B. Policies Yes 12a Does the organization have a written conflict of interest policy? If "No," go to line 13 b Are officers, directors or trustees, and key employees required to disclose annually interests that could give rise to conflicts'? c Does the organization regularly and consistently monitor and enforce compliance with the policy? If "Yes," describe in Schedule 0 how this is done 13 Does the organization have a written whistleblower policy? 14 Does the organization have a written document retention and destruction policy? 15 Did the process for determining compensation of the following persons include a review and approval by independent persons, comparability data, and contemporaneous substantiation of the deliberation and decision a The organization's CEO, Executive Director, or top management official'? b Other officers or key employees of the organization? Describe the process in Schedule 0 (see instructions) 16a Did the organization invest in, contribute assets to, or participate in a joint venture or similar arrangement with a taxable entity during the year'? b If "Yes," has the organization adopted a written policy or procedure requiring the organization to evaluate its participation in joint venture arrangements under applicable federal tax law, and taken steps to safeguard the organization's 12a No X 12b 12c 13 14 X X 15a 15b X X 16a X Section C . Disclosure 17 18 List the states with which a copy of this Form 990 is required to be filed ' CO Section 6104 requires an organization to make its Forms 1023 (or 1024 if applicable ), 990, ana 990-T (501 (c)(3)s only) avauaoie for public inspection Indicate how you make these available Check all that apply 0 Own website 0 Another's website ® Upon request 19 Describe in Schedule 0 whether (and if so, how), the organization makes its governing documents , conflict of interest policy , and financial statements available to the public State the name, physical address , and telephone number of the person who possesses the books and records of the organization 10- 20 THE COMPANY - 720-974-9800 403 832006 SUMMIT BLVD , SUITE 201 , BROOMFIELD , CO 80021 Form 990 (2008) 8 09071029 140218 460016 . 00 7 2008.04030 SPINAL INJURY FOUNDATION 4600161 Form 990 2008 • SPINAL INJURY FOUNDATION 75-2985553 Part VII Compensation of Officers, Directors , Trustees , Key Employees , Highest Compensated Employees, and Independent Contractors Page 7 Section A . Officers, Directors , Trustees , Key Employees , and Highest Compensated Employees la Complete this table for all persons required to be listed Use Schedule J-2 if additional space is needed. • List all of the organization' s current officers, directors, trustees (whether individuals or organizations), regardless of amount of compensation, and current key employees Enter -0- in columns (D), (E), and (F) if no compensation was paid. • List the organization' s five current highest compensated employees (other than an officer, director, trustee , or key employee) who received reportable compensation (Box 5 of Form W-2 and/or Box 7 of Form 1099-MISC) of more than $100,000 from the organization and any related organizations • List all of the organization' s former officers, key employees, and highest compensated employees who received more than $100,000 of reportable compensation from the organization and any related organizations • List all of the organization' s former directors or trustees that received, in the capacity as a former director or trustee of the organization, more than $10,000 of reportable compensation from the organization and any related organizations. List persons in the following order. individual trustees or directors; institutional trustees, officers; key employees, highest compensated employees, and former such persons ® Check this box if the organization did not compensate any officer, director, trustee, or key employee (A) (B) (C) (D ) Name and Title Average Position Reportable hours (check all that apply) compensation per from week the organization 01 (W-2/1099-MISC) ( E) Reportable compensation from related organizations (W-2/1099-MISC) e o (F) Estimated amount of other compensation from the organization and related organizations °E SEE ATTACHED 0. 832007 12 - 18-08 09071029 140218 460016.00 0. 0. Form 990 (2008) 8 2008.04030 SPINAL INJURY FOUNDATION 4600161 Form 990 (2008) • SPINAL INJURY FOUNDATION Page 8 75- 2985553 aecuon It. vmcers uirectors tru stees ne t m io ees aria ni nesi %,om ensatea tm io ees conunueo (A) (C) (D ) ( E) (B) Name and title Position Average Reportable Reportable compensation (check all that apply) hours compensation from per from related the week organizations organization (W-2/1099-MISC) (W-2/1099-MISC) _ d (F) Estimated amount of other compensation from the organization and related organizations o E sE 1b Total 2 Total number of individuals (including those in 1 a) who received more than $100,000 in reportable com pensation from the org anization 0. 0. 0. 0 1110. Yes Did the organization list any former officer, director or trustee, key employee, or highest compensated employee on line 1 a? If "Yes," complete Schedule J for such individual For any individual listed on line 1 a, is the sum of reportable compensation and other compensation from the organization 4 and related organizations greater than $150,000? If "Yes," complete Schedule J for such individual Did any person listed on line 1 a receive or accrue compensation from any unrelated organization for services rendered to 5 the org anization? If "Yes " complete Schedule J for such person Section B . Independent Contractors No 3 1 3 X 4 X 5 X Complete this table for your five highest compensated independent contractors that received more than $100,000 of compensation from the ornanization (A) Name and business address 2 (B) Description of services (C) Compensation Total number of independent contractors (including those in 1) who received more than $100,000 in compensation from the org anization 10, 0 Form 990 (2008) 832008 12-18-08 09071029 140218 460016.00 9 2008.04030 SPINAL INJURY FOUNDATION 4600161 Form 990 (2008)• Part VIII SPINAL 75-2985553 INJURY FOUNDATION Total (A) revenue 429) 1 a b c d e f f0 ° rn° C6 E IV C,E 00 `•m Federated campaigns Membership dues Fundraising events Related organizations Government grants (contributions) All other contributions , gifts, grants, and similar amounts not included above ZO CIO 0a 9 V cc Orh b c 9 a O b c 10 a b c Re (D) excluded from tax under sections 512, 513, or 514 (C) Unrelated business revenue if 3 , 420. Noncash contributions included in lines la-tf $ 10, Business Code SNAP INCOME OTHER INCOME PROGRAM SERVICE REVENU SEMINARS 611710 611710 611710 611710 e f All other program service revenue Total . Add lines 2a-2f 11111, Investment income (including dividends , interest, and 3 other similar amounts) ^ Income from investment of tax-exempt bond proceeds 4 ^ Royalties 5 ( i) Real (ii ) Personal 6 a Gross Rents b Less rental expenses c Rental income or (loss) d Net rental income or (loss) 10. (i) Securities 7 a Gross amount from sales of (ii) Other assets other than inventory b Less cost or other basis and sales expenses c Gain or (loss) d Net gain or (loss) 8 a Gross income from fundraising events (not including $ of o (B) or Related exempt function revenue la lb lc 1d 1e In Total . Add lines 1a-1f 2a b c d Pace9 Statement of Revenue contributions reported on line 1 c). See Part IV, line 18 a Less direct expenses b Net income or (loss ) from fundraising events Gross income from gaming activities See Part IV, line 19 a Less: direct expenses b Net income or (loss) from gaming activities Gross sales of inventory , less returns and allowances a Less cost of goods sold b Net income or (loss) from sales of.nvento Miscellaneous Revenue 3 , 420. 37 , 420. 2 , 000. 171. 15. 37 , 420. 2 , 000. 171. 15. 39 , 606. Iol. Business Code 11 a b c d All other revenue e Total . Add lines 11a-11d Total Revenue Addlineslh 2 12 ^ 3 4 5 8d 7d ac Bc ,oc and „ e ^ 43 , 026. 1 39 , 606. 1 09071029 140218 460016.00 0. 0. Form 990 (2008) oz o022-9 10 2008.04030 SPINAL INJURY FOUNDATION 4600161 Form 990 (2008 • SPINAL INJURY FOUNDATION Part IX Statement of Functional Expenses 75-2985553 Pa a 10 Section 501(c)(3) and 501(c)(4) organizations must complete all columns. All other organizations must complete column (A) but are not required to complete columns (B), (C), and (D). Do not include amounts reported on lines 6b , 7b, 8b , 9b, and 10b of Part VIII. 1 2 3 4 5 6 7 8 9 10 11 a b c d e f g 12 13 14 15 16 17 18 organizations, and individuals outside the U.S. See Part IV, lines 15 and 16 Benefits paid to or for members Compensation of current officers, directors, trustees, and key employees Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) Other salaries and wages Pension plan contributions (include section 401(k) and section 403(b) employer contributions) Other employee benefits Payroll taxes Fees for services (non-employees). Management Legal Accounting Lobbying Professional fundraising services. See Part IV, line 17 Investment management fees Other Advertising and promotion Office expenses Information technology Royalties a MARKETING EXPENSE 5 , 910. Management and g eneral ex p enses Funerraising expenses 1 , 151. 5 , 910. 1 , 151. 71. 71. 1 , 839. 1 , 839. 34 410. 34 , 410. b .CONTRACT LABOR c PRINTING 2 , 180. 1 , 381. 1 , 381. d BANK CHARGES e . SUPPLIES 1 , 046. 689. f 25 26 Program service exp enses Grants and other assistance to governments and organizations in the U.S. See Part IV, line 21 Grants and other assistance to individuals in the U S See Part IV, line 22 Grants and other assistance to governments, Occupancy Travel Payments of travel or entertainment expenses for any federal, state, or local public officials Conferences, conventions, and meetings Interest Payments to affiliates Depreciation, depletion, and amortization Insurance Other expenses. Itemize expenses not covered above. (Expenses grouped together and labeled miscellaneous may not exceed 5% of total expenses shown on line 25 below.) 19 20 21 22 23 24 Total expenses All other expenses Total functional exp enses Add lines 1 throu g h 24f Joint Costs . Check here ^ 0 if following SOP 98-2. Complete this line only if the organization reported in column (B) point costs from a combined 788. 49 , 465. 2 , 180. 1 , 046. 648. 37 , 590. 689. 140. 11 875. 0. educational cam p ai g n and fundraisin g solicitation 832010 12 - 18-08 09071029 140218 460016 . 00 Form 990 (2008) 11 2008.04030 SPINAL INJURY FOUNDATION 4600161 Form 990 2008 . SPINAL INJURY FOUNDATION Part X Balanc e Sheet 75- 2985553 (A) Beginning of year 1 2 3 4 5 6 U) U) N V) 2 co o LL Part II of Schedule L Notes and loans receivable, net Inventories for sale or use 8 Prepaid expenses and deferred charges 9 10a Land, buildings, and equipment. cost basis 10a 496. b Less* accumulated depreciation. Complete Part VI of Schedule D 10b 356. Investments - publicly traded securities 11 Investments - other securities See Part IV, line 11 12 Investments - program-related. See Part IV, line 11 13 Intangible assets 14 Other assets. See Part IV, line 11 15 16 Total assets . Add lines 1 throu g h 15 (must eq ual line 34) Accounts payable and accrued expenses 17 Grants payable 18 Deferred revenue 19 20 Tax-exempt bond liabilities Escrow account liability Complete Part IV of Schedule D 21 Payables to current and former officers, directors, trustees, key employees, 22 highest compensated employees, and disqualified persons Complete Part II of Schedule L Secured mortgages and notes payable to unrelated third parties 23 Unsecured notes and loans payable 24 Other liabilities. Complete Part X of Schedule D 25 26 Total liabilities . Add lines 17 throu g h 25 Organizations that follow SFAS 117, check here OPP- ® and complete lines 27 through 29, and lines 33 and 34. y Z 4 , 468 (B) End of year . 5 6 7 8 9 211. loc 13 14 1 , 249. 5 , 928. 2 , 312. 20 21 22 23 24 44 , 286. 25 44 , 286. 26 47 , 109. 47 , 109. -38 , 358. 27 -44 , 797. Unrestricted net assets Temporarily restricted net assets Permanently restricted net assets 28 29 30 31 32 Organizations that do not follow SFAS 117, check here Pilo- 0 and complete lines 30 through 34. Capital stock or trust principal, or current funds Paid-in or capital surplus, or land, building, or equipment fund Retained earnings, endowment, accumulated income, or other funds Total net assets or fund balances Total liabilities and net assets/fund balances 30 31 32 Irlnanclal statements and Fie 1 , 249. 15 16 17 18 19 28 29 raft Al 140. 11 12 27 33 34 923. 1 2 3 4 7 o Q Cash - non-interest-bearing Savings and temporary cash investments Pledges and grants receivable, net Accounts receivable, net Receivables from current and former officers, directors, trustees, key employees, or other related parties Complete Part II of Schedule L Receivables from other disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) Complete Pa a 11 , 358. 33 5 , 928. 34 -38 -44 , 797. 2 , 312. ortln Yes Accounting method used to prepare the Form 990 ® Cash 1 El Accrual Other 2a Were the organization's financial statements compiled or reviewed by an independent accountant? b Were the organization's financial statements audited by an independent accountant's c If "Yes" to lines 2a or 2b, does the organization have a committee that assumes responsibility for oversight of the audit, review, or compilation of its financial statements and selection of an independent accountant? 3a As a result of a federal award, was the organization required to undergo an audit or audits as set forth in the Single Audit Act and OMB Circular 33? b If "Yes , " did the org anization underg o the re q uired audit or audits? 832011 12-18-08 09071029 140218 460016.00 2a 2b No X X 2c 1 T3a X Form 990 (2008) 12 2008.04030 SPINAL INJURY FOUNDATION 4600161 (Form 990 or 990-EZ) OMB No 1545-0047 Public Charity Status and Public Support SCHEDULEA 2008 To be completed by all section 501(c)(3) organizations and section 4947(a)(1) nonexempt charitable trusts. Open to Public Inspection Department of the Treasury No- Attach to Form 990 or Form 990-EZ. Internal Revenue Service See separate instructions. Name of the organization I Employer identification number QATATAT. [Part I TTT.TTTRV 7S_70Accc F(1TTATnhrPTf1AT Reason for Public Charity Status (All organizations must complete this part) (see instructions) The organization is not a private foundation because it is (Please check only one organization ) 1 0 A church, convention of churches, or association of churches described in section 170(b)(1)(A)(i). - A school described in section 170(b)(1)(A)(ii). (Attach Schedule E.) 2 r L^ 3 I^ A hospital or a cooperative hospital service organization described in section 170(b)(1)(A)(iii). (Attach Schedule H ) 4 Q A medical research organization operated in conjunction with a hospital described in section 170 (b)(1)(A)(iii). Enter the hospital's name, city, and state 5 0 An organization operated for the benefit of a college or university owned or operated by a governmental unit described in section 170 ( b)(1)(A)(iv). (Complete Part II ) 6 0 A federal, state, or local government or governmental unit described in section 170 (b)(1)(A)(v). 7 El An organization that normally receives a substantial part of its support from a governmental unit or from the general public described in section 170( b)(1)(A)(vi ). (Complete Part I I) 8 0 A community trust described in section 170 (b)(1)(A)(vi ). (Complete Part II ) 9 ® An organization that normally receives. (1) more than 33 113% of its support from contributions, membership fees, and gross receipts from activities related to its exempt functions - subject to certain exceptions, and (2) no more than 33 1/3% of its support from gross investment income and unrelated business taxable income (less section 511 tax) from businesses acquired by the organization after June 30, 1975. See section 509(a)(2). (Complete the Part I I I ) 10 0 An organization organized and operated exclusively to test for public safety See section 509(a )(4). (see instructions) 11 0 An organization organized and operated exclusively for the benefit of, to perform the functions of, or to carry out the purposes of one or more publicly supported organizations described in section 509(a)(1) or section 509(a)(2) See section 509(a )(3). Check the box that describes the type of supporting organization and complete lines 11 a through 11 h a 0 Type I b El Type II c El Type III - Functionally integrated d El Type III - Other e 0 By checking this box, I certify that the organization is not controlled directly or indirectly by one or more disqualified persons other than foundation managers and other than one or more publicly supported organizations described in section 509(a)(1) or section 509(a)(2) If the organization received a written determination from the IRS that it is a Type I, Type II, or Type III f supporting organization, check this box 0 g Since August 17, 2006, has the organization accepted any gift or contribution from any of the following persons? (i) A person who directly or indirectly controls, either alone or together with persons described in (n) and (iii) below, Yes No 11 the governing body of the supported organization? i (ii) A family member of a person described in (i) above' ii (iii) A 35% controlled entity of a person described in (i) or (n) above? 11 tti h Provide the following information about the organizations the organization supports ('t) Name of supported organization ("n) EIN (iii) Type of organization (described on lines 1-9 above or IRC section (see instructions )) iv) Is the organization (v) Did you notify the (vi) Is the listed in your organization in col. organization in col. in col. (i) (i) organized in the governing document? (i) of your support? U.S? Yes No Yes No Yes No Total LHA For Privacy Act and Paperwork Reduction Act Notice , see the Instructions for Form 990. 832021 (vii) Amount of support Schedule A (Form 990 or 990 - EZ) 2008 12-17-08 09071029 140218 460016.00 13 2008.04030 SPINAL INJURY FOUNDATION 4600161 Schedule A (Form 990 or 990-EZ) 2008 Part It Support Schedule for Organizations Described in Sections 170(b)(1)(A)(iv) and 170(b)(1)(A)(vi) (Complete only if you checked the box on line 5, 7, o r 8 of Part I ) Section A. Public Support Calendar year (or fiscal year beginning 1 Gifts, grants, contributions, and membership fees received (Do not include any "unusual grants ") (a ) 2004 ( b ) 2005 c 2006 (d) 2007 Pag e 2 (e) 2008 Total Calendar year (or fiscal year beginning in (a ) 2004 ( b) 2005 c 2006 (d) 2007 (e) 2008 7 Amounts from line 4 8 Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources 9 Net income from unrelated business activities, whether or not the business is regularly carried on 10 Other income Do not include gain or loss from the sale of capital assets (Explain in Part IV) 11 Total support. Add lines 7 through 10 12 Gross receipts from related activities, etc (see instructions) 13 First five years . If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a section 501 (c)(3) Total 2 Tax revenues levied for the organization's benefit and either paid to or expended on its behalf 3 The value of services or facilities furnished by a governmental unit to the organization without charge 4 Total . Add lines 1 - 3 5 The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included on line 1 that exceeds 2% of the amount shown on line 11, column (f) 6 Public Su pp ort . Subtract line 5 from line 4 Section B. Total Support organization , check this box and stop here Section C . Computation of Public Support Percentage ^0 14 Public support percentage for 2008 (line 6, column (f) divided by line 11, column (f)) 15 Public support percentage from 2007 Schedule A, Part IV-A, line 26f 1 15 16a 33 1 /3% support test - 2008 . If the organization did not check the box on line 13, and line 14 is 33 1/3% or more, check this box and stop here . The organization qualifies as a publicly supported organization b 33 1 /3% support test - 2007 . If the organization did not check a box on line 13 or 16a, and line 15 is 33 1/3% or more, check this box and stop here . The organization qualifies as a publicly supported organization ^0 ^0 17a 10% -facts -and-circumstances test - 2008. If the organization did not check a box on line 13, 16a, or 16b, and line 14 is 10% or more, and if the organization meets the "facts-and-circumstances" test, check this box and stop here. Explain in Part IV how the organization meets the "facts-and-circumstances" test The organization qualifies as a publicly supported organization ^ b 10% -facts - and-circumstances test - 2007. If the organization did not check a box on line 13, 16a, 16b, or 17a, and line 15 is 10% or more, and if the otyanization meets the "facts-and-circumstances" test, check this box and stop here . Explain in Part IV how the organization meets the "facts-and-circumstances" test. The organization qualifies as a publicly supported organization ^0 18 Private foundation . If the organization did not check a box on line 13. 16a, 16b, 17a, or 17b. check this box and see instructions ^0 Schedule A (Form 990 or 990-EZ) 2008 832022 12-17-08 09071029 140218 460016.00 14 2008.04030 SPINAL INJURY FOUNDATION 4600161 P I Part III I support schedule for Organizations Described in Section 509(a)(2) (Complete only if you checked the box on line 9 of Part I_' Secti on Calendar year (or fiscal year beginning In)jll 1 Gifts, grants, contributions, and membership fees received. (Do not (a ) 2004 (b) 2005 include any "unusual grants ") 82 , 90 8. 65 , 574. 41 863. 2 Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose 3 Gross receipts from activities that are not an unrelated trade or business under section 513 24 , 044. 67,690. 70 , 1 8 9. 106 952. 133 264. 112 052. 60 , 177. 51 , 222. 60 , 177. 51 , 222. 1 c 2006 ( d) 2007 (e) 2008 3 , 420. Total 193 , 765. 161 , 923. 4 Tax revenues levied for the organization's benefit and either paid to or expended on its behalf 5 The value of services or facilities furnished by a governmental unit to the organization without charge 6 Total . Add lines 1 -5 7a Amounts included on lines 1, 2, and 3 received from disqualified persons 3 . 420. 355 , 688. 3 , 500. 114 , 899. 3 , 500. 1 114 899. 1 240 , 789. b Amounts included on fines 2 and 3 received from other than disqualified persons that exceed the greater of 1% of the total of lines 9, 10c, 11 , and 12 for the year or $5,000 cAddlines7aand7b 8 1 Public su pp ort ( Subtract line lc from line 6 ) Section B. Total Support Calendar year (or fiscal year beginning In)10. 9 Amounts from line 6 10a Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources b Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975 (a ) 2004 106 952. ( b) 2005 133 264. (c) 2006 (d) 2007 (e) 2008 112 052. 3 , 420. Total 355 688. c Add lines 1 Oa and 1 Ob Net income from unrelated business activities not included in line 10b, whether or not the business is regularly carried on 12 Other Income Do not include gain or loss from the sale of capital assets ( Explain in Part IV) 13 Total support (Add lines 9 , 10c, 11 , and 12 ) 355 14 First five years . If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a section 501 (c)(3) organization, 11 check this box and stop here Section C. Computation of Public Suonort Percentaae 15 Public support percentage for 2008 (line 8, column (f) divided by line 13, column (f)) 16 Public support percentage from 2007 Schedule A, Part IV-A, line 27g Section D. Computation of Investment Income Percentage 688. ^ 15 16 % % Investment income percentage for 2008 (line 10c, column (f) divided by line 13, column (f)) 18 investment income percentage horn 2007 Schedule A, Part IV-A, line 27h 19a 33 1/3% support tests - 2008. If the organization did not check the box on line 14, and line 15 is more than 33 1/3%, and line 17 is not more than 33 1/3%, check this box and stop here . The organization qualifies as a publicly supported organization b 33 1 /3% support tests - 2007. If the organization did not check a box on line 14 or line 19a, and line 16 is more than 33 1/3%, and line 18 is not more than 33 1/3%, check this box and stop here . The organization qualifies as a publicly supported organization 17 20 Private foundation . If the organization did not check a box on line 14, 19a, or 19b. check this box and see instructions ^ Schedule A (Form 990 or 990-EZ) 2008 832023 12-17-08 09071029 140218 460016.00 15 2008.04030 SPINAL INJURY FOUNDATION 4600161 Schedule D (Form 990) Department of the Treasury Internal Revenue Service OMB No 1545-0047 Supplemental Financial Statements 2008 1110- Attach to Form 990. To be completed by organizations that answered " Yes," to Form 990, Part IV , line 6, 7 , 8, 9, 10, 11, or 12. Open to Public Inspection Name of the organization Part I Employer identification number SPINAL INJURY FOUNDATION 75-2985553 Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts . Complete if the organization answered "Yes" to Form 990, Part IV, line 6 (a) Donor advised funds (b) Funds and other accounts Total number at end of year 2 Aggregate contributions to (during year) 3 Aggregate grants from (during year) 4 Aggregate value at end of year Did the organization inform all donors and donor advisors in writing that the assets held in donor advised funds 5 are the organization's property, subject to the organization's exclusive legal control? Did the organization inform all grantees, donors, and donor advisors in writing that grant funds may be used only 6 for charitable purposes and not for the benefit of the donor or donor advisor or other im p ermissible p rivate benefit? Part li Conservation Easements . Complete if the organization answered "Yes" to Form 990, Part IV, line 7 1 0 Yes 0 No ED Yes 0 No 1 Purpose(s) of conservation easements held by the organization (check all that apply). 0 Preservation of land for public use (e g , recreation or pleasure) 0 Preservation of an historically important land area 0 Protection of natural habitat El Preservation of certified historic structure 0 Preservation of open space 2 Complete lines 2a-2d if the organization held a qualified conservation contribution in the form of a conservation easement on the last day of the tax year a b c d 3 4 5 6 7 8 9 Held at the End of the Year Total number of conservation easements 2a Total acreage restricted by conservation easements 2b Number of conservation easements on a certified historic structure included in (a) 2c Number of conservation easements included in (c) acquired after 8/17/06 2d Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during the taxable year ^ Number of states where property subject to conservation easement is located ^ Does the organization have a written policy regarding the periodic monitoring, inspection, violations, and enforcement of the conservation easements it holds? El Yes El No Staff or volunteer hours devoted to monitoring, inspecting, and enforcing easements during the year ^ Amount of expenses incurred in monitoring, inspecting, and enforcing easements during the year ^ $ Does each conservation easement reported on line 2(d) above satisfy the requirements of section 170(h)(4)(B)(I) and section 170(h)(4)(B)(ii)? E::1 Yes E] No In Part XIV, describe how the organization reports conservation easements in its revenue and expense statement, and balance sheet, and include, if applicable, the text of the footnote to the organization's financial statements that describes the organization's accounting for conservation easements Part III Organizations Maintaining Collections of Art, Historical Treasures , or Other Similar Assets. Complete if the organization answered "Yes" to Form 990, Part IV, line 8 la If the organization elected, as permitted under SFAS 116, not to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide, in Part XIV, the text of the footnote to its financial statements that describes these items b If the organization elected, as permitted under SFAS 116, to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide the following amounts relating to these items (i) Revenues Included in Form 990, Part VIII, line 1 (ii) Assets Included in Form 990, Part X 2 ^ $ ^ $ If the organization received or held works of art, historical treasures, or other similar assets for financial gain, provide the following amounts required to be reported under SFAS 116 relating to these items ^ $ a Revenues Included in Form 990, Part VIII, line 1 ^ $ b Assets Included in Form 990, Part X LHA For Privacy Act and Paperwork Reduction Act Notice , see the Instructions for Form 990. Schedule D (Form 990) 2008 832051 12-23-08 09071029 140218 460016.00 16 2008.04030 SPINAL INJURY FOUNDATION 4600161 Schedule D (Form 990) 2008 SPINAL INJURY FOUNDATION 75- 2985553 Page 2 Part Ill I Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued) 3 Using the organization's accession and other records, check any of the following that are a significant use of its collection items (check all that apply) d El Loan or exchange programs a O Public exhibition e 0 Other b ED Scholarly research c = Preservation for future generations Provide a description of the organization's collections and explain how they further the organization's exempt purpose in Part XIV 5 During the year, did the organization solicit or receive donations of art, historical treasures, or other similar assets to be sold to raise funds rather than to be maintained as p art of the org anization's collection? 0 Yes 0 No Part IV Trust, Escrow and Custodial Arrangements . Complete if organization answered "Yes" to Form 990, Part IV, line 9, or reported an amount on Form 990, Part X, line 21 4 la Is the organization an agent, trustee, custodian or other intermediary for contributions or other assets not included on Form 990, Part X? b If "Yes," explain the arrangement in Part XIV and complete the following table 0 Yes No Amount c Beginning balance d Additions during the year e Distributions during the year f Ending balance 2a Did the organization include an amount on Form 990, Part X, line 21? b If "Yes , " ex p lain the arran g ement in Part XIV. Part V Endowment Funds . Complete if organization answered "Yes" to Form 990, Part IV, line 10. la b c d e f g 2 a b c 3a 1c id le if 0 Yes (a) Current year (b) Prior year (C) Two ears back (d) Three years back Beginning of year balance Contributions Investment earnings or losses Grants or scholarships Other expenditures for facilities and programs Administrative expenses End of year balance Provide the estimated percentage of the year end balance held as Board designated or quasi-endowment No% Permanent endowment Ill% Term endowment llll^ % Are there endowment funds not in the possession of the organization that are held and administered for the organization (e) Four years back Yes by (i) unrelated organizations (ii) related organizations b If "Yes" to 3a(ii), are the related organizations listed as required on Schedule R2 4 Describe in Part XIV the intended uses of the org anization's endowment funds Part VI El No No 03a Investments - Land , Buildings , and Equipment . See Form 990, Part X, line 10 Description of investment (a) Cost or other basis (investment) (b) Cost or other basis (other) (c) Depreciation (d) Book value la Land b Buildings c Leasehold improvements d Equipment e Other 496. 356. Total. Add lines 1 a-1 e (Column (d) should equal Form 990, Part X, column (B), line 10(c) 140. 140. Schedule D (Form 990) 2008 832052 12-23-08 09071029 140218 460016 . 00 17 2008.04030 SPINAL INJURY FOUNDATION 4600161 Schedule D Form 990) 2008 SPINAL INJURY FOUNDATION Part VII Investments - Other Securities . See Form 990 , Part X, line 12 (a) Description of security or category (including name of security) e3 (c) Method of valuation. Cost or end-of-year market value (b) Book value Financial derivatives and other financial products Closely- held equity interests Other Part VIlI Investments - Pro g ram Related . See Form 990 , Part X , line 13 (c) Method of valuationCost or end-of-year market value (b) Book value (a) Description of investment type Total. ( Col ( b ) should e q ual Form 990 , Part X , col ( 13 ) line 13. ) Part IX Other Assets . See Form 990 . Part X. line 15 (b) Book value (a) Description OTHER ASSETS 1 , 249. Total . (Column (b) should equal Form 990, Part X, col (B) line 15. ) 1 , 249. Part X Other Liabilities . See Form 990 , Part X, line 25 (a) Description of liability (b) Amount Federal income taxes LOANS PAYABLE 47 , 109. Total . (Column (b) should equal Form 990, Part X, col (B) line 25 ) 47 , 109. 1 In Part XIV, provide the text of the footnote to the organization's financial statements that reports the organization's liability for uncertain tax positions under FIN 48 82 53 132-203-08 Schedule D (Form 990) 2008 12-23 09071029 140218 460016.00 18 2008.04030 SPINAL INJURY FOUNDATION 4600161 Schedule D ( Form 990 2008 SPINAL INJURY FOUNDATION Part XI Reconciliation of Change in Net Assets from Form 990 to Financial Statements Total revenue (Form 990, Part VIII, column (A), line 12) Total expenses (Form 990, Part IX, column (A), line 25) Excess or (deficit) for the year Subtract line 2 from line 1 Net unrealized gains (losses) on investments Donated services and use of facilities Investment expenses Prior period adjustments Other (Describe in Part XIV) 1 2 3 4 5 6 7 8 9 10 1 2 3 4 1 2 a b c d e 3 4 a b c 5 Page 4 43 , 49 , -6 , 026. 465. 439. -6 , 439. 5 6 7 8 Total adjustments (net) Add lines 4-8 Excess or (deficit ) for the year p er financial statements Combine lines 3 and 9 Part XII 75-2985553 9 10 Reconciliation of Revenue per Audited Financial Statements With Revenue per Return Total revenue, gains, and other support per audited financial statements Amounts included on line 1 but not on Form 990, Part VIII, line 12 Net unrealized gains on investments Donated services and use of facilities Recoveries of prior year grants Other (Describe in Part XIV) Add lines 2a through 2d Subtract line 2e from line 1 Amounts included on Form 990, Part VIII, line 12, but not on line 1 Investment expenses not included on Form 990, Part VIII, line 7b Other (Describe in Part XIV) Add lines 4a and 4b Total revenue. Add lines 3 and 4c. (Th is should eq ual Form 990 , Part I line 12 ) 1 2a 2b 2c 2d 2e 3 4a 4b c 5 Part XIII Reconciliation of Expenses per Audited Financial Statements With Expenses per Return 1 2 a b c d e 3 4 a b c 5 Total expenses and losses per audited financial statements Amounts included on line 1 but not on Form 990, Part IX, line 25. Donated services and use of facilities Prior year adjustments Losses reported on Form 990, Part IX, line 25 Other (Describe in Part XIV) Add lines 2a through 2d Subtract line 2e from line 1 Amounts included on Form 990, Part IX, line 25, but not on line 1. Investment expenses not included on Form 990, Part VIII, line 7b Other (Describe in Part XIV) Add lines 4a and 4b Total ex p enses Add lines 3 and 4c. (Th is should e q ual Form 990 , Part I line 18 ) 2a 2b 2c 2d 2e 3 4a 4b c 5 Part XIVI Supplemental Information Complete this part to provide the descriptions required for Part II, lines 3, 5, and 9, Part III, lines 1 a and 4; Part IV, lines 1 b and 2b, Part V, line 4, Part X, Part XI, line 8; Part XII, lines 2d and 4b, and Part XIII, lines 2d and 4b. Schedule D (Form 990) 2008 832054 12-23-08 09071029 140218 460016.00 19 2008.04030 SPINAL INJURY FOUNDATION 4600161 OMB No 1545-0047 Transactions with Interested Persons SCHEDULE L 10- Attach to Form 990 or Form 990-EZ. Pop- To be completed by organizations that answered (Form 990 or 990-EZ) 2008 "Yes" on Form 990, Part IV, lines 25a, 25b, 26, 27, 28a, 28b, or 28c, or Form 990-EZ, Part V, lines 38a or 40b. Department of the Treasury Internal Revenue Service Open To Public Inspection Name of the organization SPINAL Employer identification number 75-2985553 INJURY FOUNDATION ns (section 501(c)(3) and section 501(c)(4) organizations only) 2 Enter the amount of tax imposed on the organization managers or disqualified persons during the year under section 4958 3 Enter the amount of tax, if any, on line 2, above, reimbursed by the organization Part II 11111. $ 1111. $ Loans to and/or From Interested Persons. To he comnieted by nrnanvatmnc that answered "Yes" no Form 99r1 Part IV hna 9R or Form Qgn.F7 Part V Inc 1An (a) Name of interested person and purpose ( b) Loan to or from the organization ? To CHRISTOPHER J. C MICHAEL FREEMAN - urants or (d ) (e) In default ? Balance due From X X Total ii-an iii (c) Ori g inal principal amount Yes 0. 0. 21 , 815. 24 , 294. $ 46 . 109. 1 No ( f)yApproved b board or committees Yes No X X X X Written (g) agreement? Yes No X X menenung interesiea rersons. To be com p leted by org anizations that answered "Yes" on Form 990 , Part IV, line 27 (a) Name of interested person (b) Relationship between interested person and the organization (c) Amount of grant or type of assistance Part IV I Business Transactions Involving Interested Persons. To he comoleted by oroanizatlons that answered "Yes" on Form 9g0 Part IV lines 9Ra 2Ah or 9Rc (a) Name of interested person (b) Relationship between interested person and the organization (c) Amount of transaction LHA For Privacy Act and Paperwork Reduction Act Notice, see the Instructions for Form 990. (d) Description of transaction (e) Sharing of organization's revenues? Yes No Schedule L (Form 990 or 990 - EZ) 2008 SEE SCHEDULE 0 FOR SCHEDULE L CONTINUATIONS 832131 12-17-08 09071029 140218 460016.00 20 2008.04030 SPINAL INJURY FOUNDATION 4600161 OMB No Supplemental Information to Form 990 SCHEDULE 0 (Form 990) 10- Attach to Form 990. To be completed by organizations to provide additional information for responses to specific questions for the Form 990 or to provide any additional information . Department of the Treasury Internal Revenue Service 2008 Open to Public Inspection Name of the organization SPINAL FORM 990, 1545-0047 Employer identification number 75-2985553 INJURY FOUNDATION PART I, ITEM K, OTHER ORGANIZATION TYPE: PART I, LINE 1, DESCRIPTION OF ORGANIZATION MISSION: 501(C)(3) FORM 990, SPINAL INJURIES, TO IMPROVE THE LIVES AND HEALTH OF PATIENTS WITH CHRONIC SPNIAL INJURY AND TO PREVENT SPINAL INJURIES THROUGH THE EDUCATION OF THE GENERAL PUBLIC AND INTERESTED PARTIES, DOCTORS, LAWYERS, AND MEMBERS OF THE INSURANCE INDUSTRY, VARIOUS MEDIA FORMATS, SEMINARS, SUCH AS UTILIZING PUBLICATIONS AND OTHER EDUCATIONAL FORUMS. FORM 990, PART III, LINE 1, DESCRIPTION OF ORGANIZATION MISSION: INTERESTED PARTIES, SUCH AS DOCTORS, INSURANCE INDUSTRY, UTILIZING VARIOUS MEDIA FORMATS, LAWYERS, AND MEMBERS OF THE SEMINARS, PUBLICATIONS AND OTHER EDUCATIONAL FORUMS. FORM 990, PART VI, SECTION A, LINE 10: TAX RETURN REVIEWED BY MEMBERS OF PART VI, SECTION C, LINE 19: FORM 990 AVAILABLE FOR PUBLIC THE BOARD FORM 990, INSPECTION ON REQUEST, ALSO COPY AVAILABLE WITH THE SECRETARY OF STATE OF COLORADO. SCHEDULE L, PART II, (A) NAME OF PERSON: (A) PURPOSE OF LOAN: LOANS TO AND FROM INTERESTED PERSONS: CHRISTOPHER J. CENTENO OPERATING EXPENDITURES LHA For Privacy Act and Paperwork Reduction Act Notice , see the Instructions for Form 990. Schedule 0 (Form 990) 2008 832211 12-18-08 09071029 140218 460016.00 21 2008.04030 SPINAL INJURY FOUNDATION 4600161 SCHEDULED Supplemental Information to Form 990 (Form 990) Pop. Attach to Form 990. To be completed by organizations to provide 2008 additional information for responses to specific questions for the Form 990 or to provide any y additional information. Department of the Treasury Revenue Service Name of the organization SPINAL INJURY FOUNDATION (A) NAME OF PERSON: (A) OMB No 1545-0047 PURPOSE OF LOAN: Open to Public Inspection Employer identification number 75-2985553 MICHAEL FREEMAN OPERATING EXPENDITURES LHA For Privacy Act and Paperwork Reduction Act Notice , see the Instructions for Form 990. Schedule 0 (Form 990) 2008 832211 12-18-08 09071029 140218 460016.00 22 2008.04030 SPINAL INJURY FOUNDATION 4600161 Spinal Injury Foundation §&21 Inju ry Foundation Board of Directors Name Com pensation Address City, State Zip Position Robert Wri g ht, M D Mark Reilly Director 7447 E BERRY AVENUE En g lewood, CO 80111 no Director 403 Summit Blvd , #201 Broomfield, CO 80021 no Steve Sha p iro, Es Director 1600 Broadwa y , Suite 2600 Denver, CO 80202 no Ste p hen Schmitz, Ph D Director 1919 14'" Street, #714 Boulder, CO 80302 no Jonathan Woodcock, M D Sean Kohles, PhD Director Thornton, CO Portland, OR 80229 97214 no Director 8515 Pearl Street, #203 1731 SE 37th Avenue Stewart Lev y , M D Director 4101 W Conej os, #225 Denver, CO 80204 no Julie Sta p leton, M D Director 5277 Manhattan Circle Boulder, CO 80301 no Michael Freeman, Ph D , M P H , D C Director 2480 Libe rty Rd N E Salem, OR 97303 no Christel Szczesniak Director 1939 S Winona Ct Denver, CO 80219 no Millicent Purdy Director 775 Hudson Denver, CO 80220 no Christo p her J Centeno, M D Dir/Medical 403 Summit Blvd, #201 Broomfield, CO 80021 no Georg e Leimbach, M D Director 9005 Grant St, #200 Thornton, CO 80229 no Evan Katz, D C Director 250 Ara p ahoe Rd Ste 101 Boulder, CO 80302 no no Bob Schalk Director PO Box 664 Westminster, CO 80030 no Ca ry Gold, P T, M M T C Director 3434 47th Street, Suite 201 Boulder, CO 80301 no John Schultz, M D Director 403 Summit Blvd, #201 Broomfield, CO 80021 no L \Shared\Research\SIF docs\Board of Directors List Spinal Injury Foundation Officers, Drectors , Trustees and Key Employees Name Position Address City , State Michael Freeman, Ph D, M P H , D G Steve Sha p iro Director/President DirectorNice President 2480 Libe rty Rd N E 1600 Broadwa y , Suite 2600 Salem, OR Denver, CO 97303 80202 Millicent Purd y Bob Schalks Director/Secreta ry Treasurer 775 Hudson PO Box 664 Denver, CO Westminster, CO 80220 80030 Christo p her J Centeno, M D Director/Medical Director 11080 Circle Point Road, #140 Westminster, CO 800201 Dr Amy Price Executive Director/not an em p loye 2065 NW 15th Place Delra y Beach, FL 33445 Zip 1 L \Shared\Research\SIF docs\Board of Directors List Form 8868 I Application for Extension of Time To File an ( Rev. April 2009) Exempt Organization Return OMB No. 1545.1709 Department of the Treasury Internal R evenue Service ^ File a separate application for each return. • If you are fling for an Automatic 3-Month Extension , complete only Part I and check this box .--...-,, ,,,,, , , ,,,, ^ • If you are fling for an Additional (Not Automatic) 3-Month Extension, complete only Part II (on page 2 of this form). Do not complete Part II unless you have already been granted an automatic 3-month extension on a previously filed Form 8868. Part I Automatic 3-Month Extension of Time . Only submit original (no copies needed). A corporation required to file Form 990-T and requesting an automatic 6-month extension - check this box and complete Part I only All other corporations (including 1120- C filers), partnerships, REMICs, and trusts must use Form 7004 to request an extension of time to file income tax returns Electronic Filing (e-fife). Generally, you can electronically file Form 8868 if you want a 3-month automatic extension of time to file one of the returns noted below (6 months for a corporation required to file Form 990-T). However, you cannot file Form 8868 electronically if (1) you want the additional (not automatic ) 3-month extension or (2) you file Forms 990-BL, 6069 , or 8870 , group returns , or a composite or consolidated Form 990-T. Instead, you must submit the fully completed and signed page 2 (Part II) of Form 8868. For more details on the electronic filing of this form, visit www.irs ov/efrle and click on a-fie for Charities & Non rofrts Type or Name of Exempt Organization Employer Identification number print SPINAL INJURY FOUNDATION Flue the due dale for filing yaw return See instructions 75-2985553 Number, street, and room or suite no . If a P.O . box, see instructions. 403 SUMMIT BLVD SUITE 201 City, town or post office, state, and ZIP code. For a foreign address , see instructions BR OMFIE D 80021 CO Check type of return to be filed ( file a separate application for each return): ® Q Q Q Form Form Form Form 990 990-BL 990-EZ 990-PF Form 990-T (corporation ) Q Form 990-T (sec. 401 (a) or 408(a) trust) 0 Form 990-T (trust other than above) Q Form 1041 -A THE COMPANY • The books are in the care of ^ 403 SUMMIT BLVD , Telephone No . ^ 720-974 - 9800 Q El Q E] Form 4720 Form 5227 Form 6069 Form 8870 SUITE 201 - BROOMFIELD , FAX No. ^ CO 80021 • If the organization does not have an office or place of business in the United States , check this box -- „ ,,,, ,,,,,,,,,, , ^ Q • If this is for a Group Return , enter the organization 's four digit Group Exemption Number (GEN) . if this is for the whole group, check this box ^ 0 . If it is for part of the group , check this box ^ 0 and attach a list with the names and EINs of all members the extension will cover. I I request an automatic 3-month (6-months for a corporation required to file Form 990.T) extension of time until AUGUST 15, 2009 , to file the exempt organization return for the organization named above. The extension is for the organization 's return for: ^ ® calendar year 2 0 0 8 or ^ tax year beginning , and ending 2 If this tax year Is for less than 12 months, check reason : 3a If this application is for Form 990-BL, 990-PF, 990-T, 4720, or 6069, enter the tentative tax, less any b If this application is for Form 990-PF or 990-T, enter any refundable credits and estimated c Balance Due. Subtract line 3b from line 3a. Include your payment with this form, or, if required, deposit with FTD coupon or, if required, by using EFTPS (Electronic Federal Tax Payment System). El Initial return 0 Final return E ::]Change in accounting period Caution. If you are going to make an electronic fund withdrawal with this Form 8868, see Form 8453-EO and Form 8879-E0 for payment instructions. LHA For Privacy Act and Paperwork Reduction Act Notice , see Instructions. Form 8868 (Rev. 4-2009) 823831 03-11-09 P 16280430 140218 460016.00 2008.03050 SPINAL INJURY FOUNDATION 4600161 Form 8868 (Rev. 4-2009) Pane 2 • If you are filing for an Additional (Not Automatic) 3-Month Extension , complete only Part II and check this box ............................ ^ (]X Note . Only complete Part II If you have already been granted an automatic 3-month extension on a previously filed Form 8868. • If you are filin g for an Automati c 3-Month Extension, complete only Part i (on p age 1) .__ I; f h++• Additional ( Not Automatic) 3-Month Extension of Time. Only file the original no copies needed) . irt;ll Name of Exempt Organization Type or T4<4< Em p loyer identification number <^° ^v 4. vv)]+V print S PINAL INJURY FOUNDATION He by We duadetefor lung the 75-2985553 Number, street, and room or suite no. If a P.O. box, see Instructions. extended 403 SUMMIT BLVD return. See inga-11on9. 6 CO .°+ For IRS use only SUITE 201^ 4- City, town or post office, state, and ZIP code. For a foreign address, see In s tructions. ROOMFIELD ' % C„ ,ou,c, <,r.++a c.,.a pk;.n :n :4yo•^a..^yH+RL2•^>^:.5 a _„^, `x^?;%?^u`^^^ z ,^•> ° "";^`> :^k``° +^