Civic Intelligence

Foundation for Surgical Innovation

990EZ • Fiscal year 2023 • EIN 27-1729005

Jan 01, 2023 to Dec 31, 2023 • Filed on May 15, 2024

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 2023

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2023

Net Margin

10th percentile

-52%

Higher net margin than 10% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

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.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

44th percentile

-1.5%

Faster asset growth than 44% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

36th percentile

-7.1%

Faster revenue growth than 36% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Assets

Down

$422,816

Down $6,383 (-1.5%) from 2022

Net Assets

Down

$422,816

Down $6,383 (-1.5%) from 2022

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Down

$37,675

Down $2,891 (-7.1%) from 2022

Expenses

Down

$57,417

Down $8,101 (-12%) from 2022

Net Income

Up

-$19,742

Up $5,210 (+21%) from 2022

Historical Trend

Balance Sheet Trend

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 2023: $422,816Net Assets 2023: $422,8162023Assets 2024: $420,839Net Assets 2024: $420,8392024

Highlighted filing

2023

Assets$422,816
Liabilities-
Net Assets$422,816

Operations Trend

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 2023: $37,675Expenses 2023: $57,417Net Income 2023: -$19,7422023Revenue 2024: $40,386Expenses 2024: $53,124Net Income 2024: -$12,7382024

Highlighted filing

2023

Revenue$37,675
Expenses$57,417
Net Income-$19,742
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
May 15, 2024
Return Version
2023v5.0
Gross Receipts
$37,675
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.$36,353$33,165
Compensation and Service Providers

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
2024-05-15
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.1002

Office Expenses $183

Other Expenses.1012

Insurance $2772

Other Expenses.1

POEM Course $20152

Other Expenses.2

Awards and Grants $6863

Other Expenses.3

Student Program $3015

Other Expenses.4

Summer Fundraiser $1950

Other Expenses.5

Meetings $1155

Other Expenses.6

Website $504

Other Expenses.7

Licenses & Fees $143

Other Expenses.8

Dues & Subscriptions $120

Other Assets.1

Deposits - Beginning $975 Deposits - Ending $0

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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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Office Expenses $183
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Insurance $2772
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No mirrored PDF or thumbnail assets are attached yet.

Filings