Civic Intelligence

Foundation for Surgical Innovation

990EZ • Fiscal year 2022 • EIN 27-1729005

Jan 01, 2022 to Dec 31, 2022 • Filed on Nov 15, 2023

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 2022

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2022

Net Margin

9th percentile

-62%

Higher net margin than 9% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Asset Growth

31st percentile

-9.8%

Faster asset growth than 31% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

96th percentile

455%

Faster revenue growth than 96% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$429,199

Down $46,429 (-9.8%) from 2021

Net Assets

Down

$429,199

Down $46,429 (-9.8%) from 2021

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin9th percentile

Revenue

Up

$40,566

Up $33,261 (+455%) from 2021

Expenses

Up

$65,518

Up $28,531 (+77%) from 2021

Net Income

Up

-$24,952

Up $4,730 (+16%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth31st 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

2022

Assets$429,199
Liabilities-
Net Assets$429,199
Open 2022 Filing

Operations Trend

Revenue Growth96th 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

2022

Revenue$40,566
Expenses$65,518
Net Income-$24,952
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Nov 15, 2023
Return Version
2022v5.0
Gross Receipts
$40,566
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.$37,057$34,279
Compensation and Service Providers
Top Officer Pay78th 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
2023-11-15
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.1012

“Insurance $2772”

Other Expenses.1

“POEM Course $23779”

Other Expenses.2

“Summer Fundraiser $8331”

Other Expenses.3

“Student Program $5558”

Other Expenses.4

“Meetings $2265”

Other Expenses.5

“Awards and Grants $2050”

Other Expenses.6

“Licenses & Fees $268”

Other Expenses.7

“Dues & Subscriptions $120”

Other Assets.1

“Deposits - Beginning $900 Deposits - Ending $975”

Raw XML Appendix197 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/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0DR LEE SWANSTROM
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1DR MICHAEL M AWAD
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3DR KEVIN REAVIS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4DR MIKE UJIKI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5DR ROBERT GLASGOW
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Executive Dir.
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3LAB DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt0900
IRS990EZ/OtherAssetsTotalDetail/EOYAmt0975
IRS990EZ/OtherChangesInNetAssetsAmt0-21477
IRS990EZ/OtherExpensesTotalAmt045143
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0To support quality in research and education in the field of Minimally Invasive Surgery.
IRS990EZ/ProgramServiceRevenueAmt03500
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Surgical continuing education course benefiting about 50 surgeons, nurses and allied health professionals focusing on minimally invasive surgical therapies for abdominal cancers.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt037057
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt034279
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt012000
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0OR
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt065518
IRS990EZ/TotalProgramServiceExpensesAmt034279
IRS990EZ/TotalRevenueAmt040566
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0www.tfsie.org
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt037057
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0440
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt032637
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt046274
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt012200
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0128608
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt09
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IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt013
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt013
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt06910
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt03500
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0350
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt099705
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt085052
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0188607
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt09
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt06865
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt010
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt013
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt013
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt06910
IRS990ScheduleA/InvestmentIncomeCYPct00.02130
IRS990ScheduleA/InvestmentIncomePYPct00.05910
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.97870
IRS990ScheduleA/PublicSupportPY509Pct00.94090
IRS990ScheduleA/PublicSupportTotal509Amt0317215
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt040557
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0440
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0145979
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt097252
IRS990ScheduleA/Total509Grp/TotalAmt0317215
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt040566
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt07305
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0145992
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt097265
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0324125
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Insurance $2772
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1POEM Course $23779
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Summer Fundraiser $8331
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Student Program $5558
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Meetings $2265
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Awards and Grants $2050
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Licenses & Fees $268
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Dues & Subscriptions $120
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Deposits - Beginning $900 Deposits - Ending $975
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Assets.1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DR CHRISTY DUNST
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Executive Director
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-11-15
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ReturnHeader/Filer/BusinessNameControlTxt0FOUN
ReturnHeader/Filer/EIN0271729005
ReturnHeader/Filer/PhoneNum05032810561
ReturnHeader/Filer/USAddress/AddressLine1Txt04805 NE GLISAN ST SUITE 6N60
ReturnHeader/Filer/USAddress/CityNm0PORTLAND
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OR
ReturnHeader/Filer/USAddress/ZIPCd097213
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0814175231
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DOYLE CPA LLC
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OR
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ReturnHeader/PreparerPersonGrp/PhoneNum05036167959
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BRIAN D DOYLE CPA
ReturnHeader/ReturnTs02023-11-15T09:27:48-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0DR CHRISTY
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0DUNST
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$429,199
Liabilities
-
Net assets
$429,199
Revenue
$40,566
Expenses
$65,518
Net income
-$24,952
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
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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