Civic Intelligence

Surgery on Sunday Inc.

990 • Fiscal year 2019 • EIN 20-3187452

Jul 01, 2018 to Jun 30, 2019 • Filed on Jan 30, 2020

533 Waller AvenueLexington, KY 40504

(859) 246-0046

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

63rd percentile

0.01x

Higher debt load relative to assets than 63% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

66th percentile

0.01x

Higher debt load relative to revenue than 66% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Net Margin

81st percentile

26%

Higher net margin than 81% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Top Officer Pay

95th percentile

$61,750

Higher top officer pay than 95% of similar nonprofits.

Top officer pay equals 21.8% of source-year revenue.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Asset Growth

74th percentile

23%

Faster asset growth than 74% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

94th percentile

124%

Faster revenue growth than 94% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Assets

Up

$399,479

Up $75,199 (+23%) from 2018

Net Assets

Up

$396,285

Up $74,617 (+23%) from 2018

Liabilities

Up

$3,194

Up $582 (+22%) from 2018

Revenue

Up

$283,804

Up $157,060 (+124%) from 2018

Expenses

Up

$209,187

Up $14,271 (+7.3%) from 2018

Net Income

Up

$74,617

Up $142,789 (+209%) from 2018

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$600K$400K$200K$0Assets 2010: $99,851Liabilities 2010: $1,792Net Assets 2010: $98,0592010Assets 2011: $67,011Liabilities 2011: $02011Assets 2012: $89,585Liabilities 2012: $3,009Net Assets 2012: $86,5762012Assets 2013: $62,918Liabilities 2013: $2,589Net Assets 2013: $60,3292013Assets 2014: $121,055Liabilities 2014: $2,511Net Assets 2014: $118,5442014Assets 2015: $164,628Liabilities 2015: $2,707Net Assets 2015: $161,9212015Assets 2016: $274,750Liabilities 2016: $2,606Net Assets 2016: $272,1442016Assets 2017: $391,592Liabilities 2017: $1,752Net Assets 2017: $389,8402017Assets 2018: $324,280Liabilities 2018: $2,612Net Assets 2018: $321,6682018Assets 2019: $399,479Liabilities 2019: $3,194Net Assets 2019: $396,2852019Assets 2020: $441,003Liabilities 2020: $3,603Net Assets 2020: $437,4002020Assets 2021: $422,004Liabilities 2021: $22,142Net Assets 2021: $399,8622021Assets 2022: $433,624Liabilities 2022: $4,459Net Assets 2022: $429,1652022Assets 2023: $506,170Liabilities 2023: $3,389Net Assets 2023: $502,7812023Assets 2024: $460,389Liabilities 2024: $1,281Net Assets 2024: $459,1082024

Highlighted filing

2019

Assets$399,479
Liabilities$3,194
Net Assets$396,285

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$400K$300K$200K$100K$0-$100KRevenue 2010: $182,617Expenses 2010: $161,126Net Income 2010: $21,4912010Revenue 2011: $61,483Expenses 2011: $92,532Net Income 2011: -$31,0492011Expenses 2012: $182,1072012Expenses 2013: $200,9452013Revenue 2014: $279,969Expenses 2014: $221,754Net Income 2014: $58,2152014Revenue 2015: $159,776Expenses 2015: $116,399Net Income 2015: $43,3772015Revenue 2016: $301,344Expenses 2016: $199,714Net Income 2016: $101,6302016Revenue 2017: $317,448Expenses 2017: $200,022Net Income 2017: $117,4262017Revenue 2018: $126,744Expenses 2018: $194,916Net Income 2018: -$68,1722018Revenue 2019: $283,804Expenses 2019: $209,187Net Income 2019: $74,6172019Revenue 2020: $235,259Expenses 2020: $194,144Net Income 2020: $41,1152020Revenue 2021: $198,759Expenses 2021: $235,121Net Income 2021: -$36,3622021Revenue 2022: $240,484Expenses 2022: $211,181Net Income 2022: $29,3032022Revenue 2023: $312,885Expenses 2023: $239,269Net Income 2023: $73,6162023Revenue 2024: $250,470Expenses 2024: $250,740Net Income 2024: -$2702024

Highlighted filing

2019

Revenue$283,804
Expenses$209,187
Net Income$74,617
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Jan 30, 2020
Return Version
2018v3.1
Gross Receipts
$305,758
Mission and Program Overview

Mission

The mission of surgery on sunday is to provide medicaly necessary outpatient surgical services, including dental care and eye surgery, at no cost, to uninsured or underinsured,income-eligible individuals who do not qualify for federal or state programs.

We provided free outpatient surgical services to over 1000 eligible individuals.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$321,668$396,285▲ $74,617
Savings and Temporary Cash Investments$297,162$258,717▼ $38,445
Cash and Non-Interest-Bearing Accounts$21,151$136,170▲ $115,019
Land, Buildings, and Equipment, Net$5,967$4,592▼ $1,375
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$324,280$399,479▲ $75,199
Liabilities
Accounts Payable and Accrued Expenses$2,612$3,194▲ $582
Total Liabilities$2,612$3,194▲ $582
Net Assets / Fund Balance
Total Net Assets Fund Balance$321,668$396,285▲ $74,617
Total Liabilities and Net Assets / Fund Balance$324,280$399,479▲ $75,199

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$4,592$6,991$11,583
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Amanda FergusonExecutive DirectorFT$61,750$61,750

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$241,715
Program Service Revenue
$0
Investment Income
$988
Other Revenue
$41,101
All Other Contributions
$241,715
Change in Net Assets
$74,617
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$111,903
Salaries, Compensation, and Employee Benefits$97,284
Total Fundraising Expense$15,739
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$37,050$18,525$6,175$61,750
Other Salaries and Wages$17,041$8,521$2,840$28,402
Advertising$7,016-$4,677$11,693
Payroll Taxes$4,279$2,140$713$7,132
Office Expenses$3,453$1,727$576$5,756
Insurance$2,789$1,800-$4,589
Information Technology$1,651$236$472$2,359
Depreciation Depletion$1,375--$1,375
Other Expenses$759$163$163$1,085
All Other Expenses-$368$123$491
Total Functional Expenses$158,924$34,524$15,739$209,187
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$63,055
Fundraising Direct Expenses$21,954
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Perfect 10 Miler Race$30,180$30,180$11,149$19,031
Sweat for Surgeries$25,825$25,825$6,929$18,896
Total Events$63,055$63,055$21,954$41,101
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
Backup withholding compliance
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
No
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

A copy of the 990 was furnished to all the directors before filing.

Form 990, Part VI, Section C, Line 19

Documents available upon request.

Filing and Contact Details

Filer

Filer Name
Surgery on Sunday Inc
EIN
20-3187452
Phone
8592460046
Address
533 WALLER AVENUE, LEXINGTON, KY 40504

Signing Officer

Name
Philip Hall
Title
Chair
Phone
8592460046
Signed
2020-01-30
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Philip Hall
Formed
2005
Legal Domicile
Ky
Voting Board Members
16
Independent Board Members
15
Employees
3
Volunteers
0

Preparer

Firm
HISLE AND COMPANY CPA'S
Address
277 EAST HIGH STREET, LEXINGTON, KY 40507-1409
Preparer
Diana L Hughes
Phone
8592593403
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IRS990/MissionDesc0THE MISSION OF SURGERY ON SUNDAY IS TO PROVIDE MEDICALY NECESSARY OUTPATIENT SURGICAL SERVICES, INCLUDING DENTAL CARE AND EYE SURGERY, AT NO COST, TO UNINSURED OR UNDERINSURED,INCOME-ELIGIBLE INDIVIDUALS WHO DO NOT QUALIFY FOR FEDERAL OR STATE PROGRAMS.
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IRS990/OtherExpensesGrp/TotalAmt23095
IRS990/OtherExpensesGrp/TotalAmt31085
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt02840
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt08521
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt017041
IRS990/OtherSalariesAndWagesGrp/TotalAmt028402
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/FundraisingAmt0713
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt02140
IRS990/PayrollTaxesGrp/ProgramServicesAmt04279
IRS990/PayrollTaxesGrp/TotalAmt07132
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0PHILIP HALL
IRS990/ProfessionalFundraisingInd00
IRS990/ProgSrvcAccomActy2Grp/Desc0THE ORGANIZATION PROVIDES ASSESSMENTS FOR MEDICAL NEEDS OF PATIENTS.
IRS990/ProgSrvcAccomActy3Grp/Desc0THE ORGANIZATION PROVIDES REFERRALS FOR PRIMARY CARE AS WELL AS ANY ADDITIONAL REFERRALS NEEDED BY THE PATIENTS.
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt070601
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt01686
IRS990/PYOtherExpensesAmt0105596
IRS990/PYOtherRevenueAmt054457
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0-68172
IRS990/PYSalariesCompEmpBnftPaidAmt089320
IRS990/PYTotalExpensesAmt0194916
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0126744
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt074617
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0321668
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0396285
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0297162
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0258717
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0241715
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt070602
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0355284
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0270430
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0154033
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt01092064
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0988
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt01686
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt01525
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt04199
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0988
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt01686
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt01525
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt04199
IRS990ScheduleA/InvestmentIncomeCYPct00.00380
IRS990ScheduleA/InvestmentIncomePYPct00.00280
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99620
IRS990ScheduleA/PublicSupportPY509Pct00.99720
IRS990ScheduleA/PublicSupportTotal509Amt01092064
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0241715
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt070602
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0355284
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0270430
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0154033
IRS990ScheduleA/Total509Grp/TotalAmt01092064
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0242703
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt072288
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0356809
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0270430
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0154033
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt01096263
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/EquipmentGrp/BookValueAmt04592
IRS990ScheduleD/EquipmentGrp/DepreciationAmt06991
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt011583
IRS990ScheduleD/TotalBookValueLandBuildingsAmt04592
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt021954
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0PERFECT 10 MILER RACE
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0SWEAT FOR SURGERIES
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt030180
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt025825
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt07050
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt063055
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt030180
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt025825
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt07050
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt063055
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt041101
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt03876
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt021954
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt011149
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt06929
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt03
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0A COPY OF THE 990 WAS FURNISHED TO ALL THE DIRECTORS BEFORE FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DOCUMENTS AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0KY
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0324280
IRS990/TotalAssetsEOYAmt0399479
IRS990/TotalAssetsGrp/BOYAmt0324280
IRS990/TotalAssetsGrp/EOYAmt0399479
IRS990/TotalCompGreaterThan150KInd00

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.60$0.01$4.59$2.50$2.51$0.00
2023Detailed filing. Detailed filing data is available for this year.$5.06$0.03$5.03$3.13$2.39$0.74
2022Detailed filing. Detailed filing data is available for this year.$4.34$0.04$4.29$2.40$2.11$0.29
2021Detailed filing. Detailed filing data is available for this year.$4.22$0.22$4.00$1.99$2.35$0.36
2020Detailed filing. Detailed filing data is available for this year.$4.41$0.04$4.37$2.35$1.94$0.41
2019Detailed filing. Detailed filing data is available for this year.$3.99$0.03$3.96$2.84$2.09$0.75
2018Detailed filing. Detailed filing data is available for this year.$3.24$0.03$3.22$1.27$1.95$0.68
2017Detailed filing. Detailed filing data is available for this year.$3.92$0.02$3.90$3.17$2.00$1.17
2016Detailed filing. Detailed filing data is available for this year.$2.75$0.03$2.72$3.01$2.00$1.02
2015Detailed filing. Detailed filing data is available for this year.$1.65$0.03$1.62$1.60$1.16$0.43
2014Detailed filing. Detailed filing data is available for this year.$1.21$0.03$1.19$2.80$2.22$0.58
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.63$0.03$0.60$2.01
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.90$0.03$0.87$1.82
2011Summary only. Only limited summary data is available for this year.$0.67$0.00$0.61$0.93$0.31
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.00$0.02$0.98$1.83$1.61$0.21