Civic Intelligence

Foundation for Surgical Innovation

990EZ • Fiscal year 2016 • EIN 27-1729005

Jan 01, 2016 to Dec 31, 2016 • Filed on Nov 06, 2017

Organization Profilewww.tfsie.org
4805 NE Glisan St Suite 6n60Portland, OR 97213

(503) 281-0561

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2016

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2016

Net Margin

47th percentile

2.0%

Higher net margin than 47% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

47th percentile

0.4%

Faster asset growth than 47% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

11th percentile

-44%

Faster revenue growth than 11% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$498,091

Up $8,197 (+1.7%) from 2014

Net Assets

Up

$498,091

Up $8,197 (+1.7%) from 2014

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin47th percentile

Revenue

Down

$91,566

Down $136,077 (-60%) from 2014

Expenses

Down

$89,713

Down $19,650 (-18%) from 2014

Net Income

Down

$1,853

Down $116,427 (-98%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth47th percentile

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

$600K$400K$200K$0Assets 2012: $225,527Liabilities 2012: $0Net Assets 2012: $225,5272012Assets 2014: $489,894Liabilities 2014: $0Net Assets 2014: $489,8942014Assets 2016: $498,091Net Assets 2016: $498,0912016Assets 2017: $533,032Liabilities 2017: $665Net Assets 2017: $532,3672017Assets 2018: $546,670Liabilities 2018: $21,047Net Assets 2018: $525,6232018Assets 2019: $528,783Liabilities 2019: $0Net Assets 2019: $528,7832019Assets 2020: $505,310Liabilities 2020: $0Net Assets 2020: $505,3102020Assets 2021: $475,628Net Assets 2021: $475,6282021Assets 2022: $429,199Net Assets 2022: $429,1992022Assets 2024: $420,839Net Assets 2024: $420,8392024

Highlighted filing

2016

Assets$498,091
Liabilities-
Net Assets$498,091
Open 2016 Filing

Operations Trend

Revenue Growth11th percentile

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

$300K$200K$100K$0-$100KExpenses 2012: $217,6952012Revenue 2014: $227,643Expenses 2014: $109,363Net Income 2014: $118,2802014Revenue 2016: $91,566Expenses 2016: $89,713Net Income 2016: $1,8532016Revenue 2017: $129,645Expenses 2017: $95,369Net Income 2017: $34,2762017Revenue 2018: $97,265Expenses 2018: $104,009Net Income 2018: -$6,7442018Revenue 2019: $145,992Expenses 2019: $142,832Net Income 2019: $3,1602019Revenue 2020: $32,997Expenses 2020: $56,470Net Income 2020: -$23,4732020Revenue 2021: $7,305Expenses 2021: $36,987Net Income 2021: -$29,6822021Revenue 2022: $40,566Expenses 2022: $65,518Net Income 2022: -$24,9522022Revenue 2024: $40,386Expenses 2024: $53,124Net Income 2024: -$12,7382024

Highlighted filing

2016

Revenue$91,566
Expenses$89,713
Net Income$1,853
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Nov 6, 2017
Return Version
2016v3.0
Gross Receipts
$91,566
Mission and Program Overview

Mission

To support quality in research and education in the field of Minimally Invasive Surgery.

Program Services

DescriptionGrantsExpenses
Surgical continuing education course benefiting about 50 surgeons, nurses and allied health professionals focusing on minimally invasive surgical therapies for abdominal cancers.$81,522-
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DR LEE SWANSTROMPresident-$0--
DR MICHAEL M AWADSecretary-$0--
DR CHRISTY DUNSTExecutive Director-$0--
DR KEVIN REAVISLab Director-$0--
DR MIKE UJIKIDirector-$0--
DR ROBERT GLASGOWDirector-$0--
Filing and Contact Details

Filer

Filer Name
Foundation for Surgical Innovation
EIN
27-1729005
Phone
5032810561
Address
4805 NE GLISAN ST SUITE 6N60, PORTLAND, OR 97213

Signing Officer

Name
Dr Christy Dunst
Title
Executive Director
Signed
2017-11-06
Discuss with paid preparer
Yes

Preparer

Firm
Doyle CPA LLC
Address
14631 SW Millikan Way Ste 1, Beaverton, OR 97003
Preparer
Brian D Doyle CPA
Phone
5036167959
Supplemental Narrative

Additional Explanations

Other Expenses.1003

“Information Technology $1284”

Other Expenses.1009

“Depreciation $16330”

Other Expenses.1

“POEM COURSE $37592”

Other Expenses.2

“AWARDS AND GRANTS $10488”

Other Expenses.3

“SUMMER FUNDRAISER $6867”

Other Expenses.4

“LAB FEES $6841”

Other Expenses.5

“SUPPLIES $1512”

Other Expenses.6

“LICENSES AND FEES $191”

Other Expenses.8

“BANK FEES $15”

Other Assets.1003

“Machinery and Equipment - Beginning $38174 Machinery and Equipment - Ending $33382”

Raw XML Appendix192 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.

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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Executive Dir.
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3LAB DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt038174
IRS990EZ/OtherAssetsTotalDetail/EOYAmt033382
IRS990EZ/OtherExpensesTotalAmt081120
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IRS990EZ/PoliticalCampaignActyInd0false
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IRS990EZ/PrintingPublicationsPostageAmt0177
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IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt081522
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0OR
IRS990EZ/SubjectToProxyTaxInd0false
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IRS990EZ/TotalExpensesAmt089713
IRS990EZ/TotalProgramServiceExpensesAmt081522
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IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0www.tfsie.org
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt078250
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0590327
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IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Information Technology $1284
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Depreciation $16330
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2POEM COURSE $37592
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3AWARDS AND GRANTS $10488
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4SUMMER FUNDRAISER $6867
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5LAB FEES $6841
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6SUPPLIES $1512
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7LICENSES AND FEES $191
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8BANK FEES $15
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ReturnHeader/BuildTS02017-02-10 21:41:12Z
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ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Executive Director
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-11-06
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ReturnHeader/Filer/EIN0271729005
ReturnHeader/Filer/PhoneNum05032810561
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ReturnHeader/ReturnTs02017-11-06T08:38:33-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$498,091
Liabilities
-
Net assets
$498,091
Revenue
$91,566
Expenses
$89,713
Net income
$1,853
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.21$4.21$0.40$0.53$0.13
2022Detailed filing. Detailed filing data is available for this year.$4.29$4.29$0.41$0.66$0.25
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.76$4.76$0.07$0.37$0.30
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.05$0.00$5.05$0.33$0.56$0.23
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.29$0.00$5.29$1.46$1.43$0.03
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.47$0.21$5.26$0.97$1.04$0.07
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.33$0.01$5.32$1.30$0.95$0.34
2016Detailed filing. Detailed filing data is available for this year.$4.98$4.98$0.92$0.90$0.02
2014Detailed filing. Detailed filing data is available for this year.$4.90$0.00$4.90$2.28$1.09$1.18
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.26$0.00$2.26$2.18