Civic Intelligence

Institute for Safety in Office Based Surgery Inc

EIN 27-0640164 • 501(c)3 • Cambridge, MA

Profile

see attached Schedule O

75 Cambridge Parkway STE Unit E501Cambridge, MA 02142-1280

www.isobsurgery.com

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2025

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2025

Net Margin

91st percentile

56%

Higher net margin than 91% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2025

Asset Growth

84th percentile

42%

Faster asset growth than 84% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

18th percentile

-50%

Faster revenue growth than 18% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$9,418

Up $2,800 (+42%) from 2024

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Up

$9,418

Up $2,800 (+42%) from 2024

Operations
Liabilities / RevenueScore unavailableNet Margin91st percentile

Revenue

Down

$5,000

Down $5,000 (-50%) from 2024

Expenses

Down

$2,200

Down $8,661 (-80%) from 2024

Net Income

Up

$2,800

Up $3,661 (+425%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth84th percentile

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

$10K$5.0K$0Assets 2022: $8,908Net Assets 2022: $8,9082022Assets 2023: $7,479Net Assets 2023: $7,4792023Assets 2024: $6,618Net Assets 2024: $6,6182024Assets 2025: $9,418Net Assets 2025: $9,4182025

Highlighted filing

2025

Assets$9,418
Liabilities-
Net Assets$9,418
Open 2025 Filing

Operations Trend

Revenue Growth18th percentile

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

$20K$10K$0-$10KRevenue 2022: $12,000Expenses 2022: $18,380Net Income 2022: -$6,3802022Expenses 2023: $1,4292023Revenue 2024: $10,000Expenses 2024: $10,861Net Income 2024: -$8612024Revenue 2025: $5,000Expenses 2025: $2,200Net Income 2025: $2,8002025

Highlighted filing

2025

Revenue$5,000
Expenses$2,200
Net Income$2,800
Open 2025 Filing

Filings

Most recent year

2025 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$9,418
Liabilities
-
Net assets
$9,418
Revenue
$5,000
Expenses
$2,200
Net income
$2,800
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$9.42$9.42$5.00$2.20$2.80
2024Detailed filing. Detailed filing data is available for this year.$6.62$6.62$10.0$10.9$0.86
2023Detailed filing. Detailed filing data is available for this year.$7.48$7.48$1.43
2022Detailed filing. Detailed filing data is available for this year.$8.91$8.91$12.0$18.4$6.38
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Mar 3, 2026
Return Version
2024v5.2
Gross Receipts
$5,000
Mission and Program Overview

Mission

see attached Schedule O

Program Services

DescriptionGrantsExpenses
To promote patient safety, Healhcare Provider and patient education and research initiatives related to office based surgery--
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Fred E ShapiroCo-FounderPT$0--
Richard D UrmanCo-FounderPT$0--
Filing and Contact Details

Filer

Filer Name
Institute for Safety in Office Based Surgery Inc
EIN
27-0640164
In Care Of
% Fred E Shapiro
Address
75 Cambridge Parkway STE Unit E501, Cambridge, MA 02142-1280

Signing Officer

Name
Fred E Shapiro
Title
Pres CoFounder
Signed
2026-03-03
Discuss with paid preparer
Yes

Preparer

Firm
J Bernard Kay & Co PC
Address
822 Montgomery Avenue Suite 100, Narberth, PA 19072
Preparer
Sue Ellen Rosenblum
Phone
6106684955
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 16, Other Expenses

“Postage 32”

Form 990-EZ, Part I, Line 16, Other Expenses

“Website/Internet 338”

Form 990-EZ, Part I, Line 16, Other Expenses

“Web Domain Retention 815”

Form 990-EZ, Part I, Line 16, Other Expenses

“Accounting Fees 1,000”

Form 990-EZ, Part I, Line 16, Other Expenses

“Bank Fees 15”

Raw XML Appendix128 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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IRS990EZ/AddressChangeInd0X
IRS990EZ/BooksInCareOfDetail/PersonNm0Fred E Shapiro
IRS990EZ/BooksInCareOfDetail/PhoneNum06177203733
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt075 Cambridge Parkway E501
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Cambridge
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd002142
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt06618
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt09418
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt05000
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt02800
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt06618
IRS990EZ/Form990TotalAssetsGrp/EOYAmt09418
IRS990EZ/GrossReceiptsAmt05000
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt06618
IRS990EZ/NetAssetsOrFundBalancesEOYAmt09418
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt06618
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt09418
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0015.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1010.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Fred E Shapiro
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Richard D Urman
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Co-Founder
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Co-Founder
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt02200
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0see attached Schedule O
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0To promote patient safety, Healhcare Provider and patient education and research initiatives related to office based surgery
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TotalExpensesAmt02200
IRS990EZ/TotalRevenueAmt05000
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationOtherDesc0509 a 2 Public Charity
IRS990EZ/TypeOfOrganizationOtherInd0X
IRS990EZ/WebsiteAddressTxt0www.isobsurgery.com
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt05000
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt010000
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt015000
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt015000
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt05000
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt010000
IRS990ScheduleA/Total509Grp/TotalAmt015000
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt05000
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt010000
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt015000
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
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Postage 32
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Website/Internet 338
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Web Domain Retention 815
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Accounting Fees 1,000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Bank Fees 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990-EZ, Part I, Line 16, Other Expenses
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Fred E Shapiro
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Pres CoFounder
ReturnHeader/BusinessOfficerGrp/SignatureDt02026-03-03
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Institute for Safety in Office Based Surgery Inc
ReturnHeader/Filer/BusinessNameControlTxt0INST
ReturnHeader/Filer/EIN0270640164
ReturnHeader/Filer/InCareOfNm0% Fred E Shapiro
ReturnHeader/Filer/USAddress/AddressLine1Txt075 Cambridge Parkway STE Unit E501
ReturnHeader/Filer/USAddress/CityNm0Cambridge
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd0021421280
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0232791207
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0J Bernard Kay & Co PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0822 Montgomery Avenue Suite 100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Narberth
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd019072
ReturnHeader/PreparerPersonGrp/PhoneNum06106684955
ReturnHeader/PreparerPersonGrp/PreparationDt02026-03-03
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Sue Ellen Rosenblum
ReturnHeader/ReturnTs02026-03-03T12:29:30-00:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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