Civic Intelligence

The Institute for Surgical Excellence

EIN 46-4617882 • 501(c)3 • Washington, DC

Profile

The institute for surgical excellence's mission is to develop and promote surgical safety and training standards to ensure that those who utilize cutting-edge surgical technologies deliver quality care and improved outcomes for their patients. In this regard , ise is developing metrics and establishing voluntary standards for education , training , and assessment for the safe application of emerging technologies.

1455 Pennsylvania Avenue 100Washington, DC 20004

surgicalexcellance.org

Siviq Scores

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

Liabilities / Assets

60th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

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

Liabilities / Revenue

62nd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

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

Net Margin

8th percentile

-152%

Higher net margin than 8% of similar nonprofits.

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

Top Officer Pay

92nd percentile

$41,670

Higher top officer pay than 92% of similar nonprofits.

Top officer pay equals 54.7% of source-year revenue.

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

Asset Growth

14th percentile

-80%

Faster asset growth than 14% of similar nonprofits.

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

Revenue Growth

12th percentile

-69%

Faster revenue growth than 12% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets60th percentile

Assets

Up

$144,552

Up $142,524 (+7028%) from 2023

Liabilities

Down

$0

Down $69,569 (-100%) from 2023

Net Assets

Up

$144,552

Up $212,093 (+314%) from 2023

Operations
Liabilities / Revenue62nd percentileNet Margin8th percentile

Revenue

Up

$243,641

Up $243,641 from 2023

Expenses

Up

$31,548

Up $10,084 (+47%) from 2023

Net Income

Up

$212,093

Up $233,557 (+1088%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth14th percentile

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

$300K$200K$100K$0-$100KAssets 2014: $247,389Liabilities 2014: $9,800Net Assets 2014: $237,5892014Assets 2015: $173,455Liabilities 2015: $24,613Net Assets 2015: $148,8422015Assets 2016: $146,722Liabilities 2016: $12,063Net Assets 2016: $134,6592016Assets 2017: $179,562Liabilities 2017: $36,075Net Assets 2017: $143,4872017Assets 2018: $69,175Liabilities 2018: $39,119Net Assets 2018: $30,0562018Assets 2019: $76,929Liabilities 2019: $29,236Net Assets 2019: $47,6932019Assets 2020: $143,014Liabilities 2020: $35,312Net Assets 2020: $107,7022020Assets 2021: $72,566Liabilities 2021: $60,245Net Assets 2021: $12,3212021Assets 2022: $19,802Liabilities 2022: $65,879Net Assets 2022: -$46,0772022Assets 2023: $2,028Liabilities 2023: $69,569Net Assets 2023: -$67,5412023Assets 2024: $144,552Liabilities 2024: $0Net Assets 2024: $144,5522024

Highlighted filing

2024

Assets$144,552
Liabilities$0
Net Assets$144,552
Open 2024 Filing

Operations Trend

Revenue Growth12th percentile

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

$1.0M$500K$0-$500KRevenue 2014: $893,147Expenses 2014: $655,558Net Income 2014: $237,5892014Revenue 2015: $389,207Expenses 2015: $477,954Net Income 2015: -$88,7472015Revenue 2016: $451,680Expenses 2016: $465,863Net Income 2016: -$14,1832016Revenue 2017: $325,939Expenses 2017: $317,111Net Income 2017: $8,8282017Revenue 2018: $165,495Expenses 2018: $278,926Net Income 2018: -$113,4312018Revenue 2019: $229,190Expenses 2019: $211,553Net Income 2019: $17,6372019Revenue 2020: $287,000Expenses 2020: $226,991Net Income 2020: $60,0092020Revenue 2021: $148,008Expenses 2021: $243,389Net Income 2021: -$95,3812021Revenue 2022: $83,995Expenses 2022: $142,393Net Income 2022: -$58,3982022Revenue 2023: $0Expenses 2023: $21,464Net Income 2023: -$21,4642023Revenue 2024: $243,641Expenses 2024: $31,548Net Income 2024: $212,0932024

Highlighted filing

2024

Revenue$243,641
Expenses$31,548
Net Income$212,093
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$144,552
Liabilities
$0
Net assets
$144,552
Revenue
$243,641
Expenses
$31,548
Net income
$212,093
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.45$0.00$1.45$2.44$0.32$2.12
2023Detailed filing. Detailed filing data is available for this year.$0.02$0.70$0.68$0.00$0.21$0.21
2022Detailed filing. Detailed filing data is available for this year.$0.20$0.66$0.46$0.84$1.42$0.58
2021Detailed filing. Detailed filing data is available for this year.$0.73$0.60$0.12$1.48$2.43$0.95
2020Detailed filing. Detailed filing data is available for this year.$1.43$0.35$1.08$2.87$2.27$0.60
2019Detailed filing. Detailed filing data is available for this year.$0.77$0.29$0.48$2.29$2.12$0.18
2018Detailed filing. Detailed filing data is available for this year.$0.69$0.39$0.30$1.65$2.79$1.13
2017Detailed filing. Detailed filing data is available for this year.$1.80$0.36$1.43$3.26$3.17$0.09
2016Detailed filing. Detailed filing data is available for this year.$1.47$0.12$1.35$4.52$4.66$0.14
2015Detailed filing. Detailed filing data is available for this year.$1.73$0.25$1.49$3.89$4.78$0.89
2014Detailed filing. Detailed filing data is available for this year.$2.47$0.10$2.38$8.93$6.56$2.38
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 13, 2025
Return Version
2024v5.2
Gross Receipts
$243,641
Mission and Program Overview

Mission

The institute for surgical excellences mission is to develop and promote surgical safety and training standards to ensure that those who utilize cutting-edge surgical technologies deliver quality care and improved outcomes for their patients.

The institute for surgical excellence's mission is to develop and promote surgical safety and training standards to ensure that those who utilize cutting-edge surgical technologies deliver quality care and improved outcomes for their patients. In this regard , ise is developing metrics and establishing voluntary standards for education , training , and assessment for the safe application of emerging technologies.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$1,838$144,552▲ $142,714
Accounts Receivable$190$0▼ $190
Savings and Temporary Cash Investments-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$2,028$144,552▲ $142,524
Other Assets Total-$0-
Liabilities
Accounts Payable and Accrued Expenses$69,569--
Total Liabilities$69,569$0▼ $69,569
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$-67,541$144,552▲ $212,093
Total Net Assets Fund Balance$-67,541$144,552▲ $212,093
Total Liabilities and Net Assets / Fund Balance$2,028$144,552▲ $142,524
Compensation and Service Providers
Top Officer Pay92nd percentile

Board Members and Trustees

NameTitle
Ahmed GhaziBoard Member
Bill KennedyBoard Member
Caitlin HoughtonBoard Member
Carla PughBoard Member
Dimitrious StefandisBoard Member
John PorterfieldBoard Member
Keith NahigianBoard Member
Martin MartinoBoard Member
Jeffrey LevyCEO
Revenue and Support

Revenue Composition

Contributions and Grants
$137,000
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$106,641
All Other Contributions
$137,000
Change in Net Assets
$212,093
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$31,548
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Accounting-$899-$899
Travel-$697-$697
Other Expenses$190$742-$190
Office Expenses-$93-$93
All Other Expenses-$-832-$-832
Total Functional Expenses$24,262$7,286$0$31,548
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
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
Yes
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

“The members review the 990 and discuss any questions are discussed with the appropriate professionals.”

Form 990, Part VI, Section B, Line 12C

“Discussion at annual board meeting and written documentation is provided.”

Form 990, Part VI, Section C, Line 19

“Upon request , the organization governing documents, conflict of interest policy , document rentention and destruction policy will be avaliable will be available for inspection.”

Filing and Contact Details

Filer

Filer Name
The Institute for Surgical Excellence
EIN
46-4617882
Phone
2153562174
Address
1455 PENNSYLVANIA AVENUE 100, WASHINGTON, DC 20004

Signing Officer

Name
Jeffrey Levy
Title
President
Signed
2025-11-13
Discuss with paid preparer
Yes

Organization Details

Legal Domicile
Dc
Voting Board Members
17
Independent Board Members
17
Employees
0

Preparer

Firm
Gitomer & Berenholz PC
Address
445 Shady Lane, Huntingdon Valley, PA 19006
Preparer
Neil S Rosenbaum CPA
Phone
2153793500
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IRS990/RoyaltiesGrp/TotalAmt00
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IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0754008
IRS990ScheduleA/TotalSupportAmt0754008
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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
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IRS990/ScheduleBRequiredInd0true
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE MEMBERS REVIEW THE 990 AND DISCUSS ANY QUESTIONS ARE DISCUSSED WITH THE APPROPRIATE PROFESSIONALS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DISCUSSION AT ANNUAL BOARD MEETING AND WRITTEN DOCUMENTATION IS PROVIDED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2UPON REQUEST , THE ORGANIZATION GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY , DOCUMENT RENTENTION AND DESTRUCTION POLICY WILL BE AVALIABLE WILL BE AVAILABLE FOR INSPECTION.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section B, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section B, Line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section C, Line 19
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IRS990/TaxablePartyNotificationInd0false
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IRS990/TerminateOperationsInd0false
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IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt024262
IRS990/TotalFunctionalExpensesGrp/TotalAmt031548
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IRS990/TotalLiabilitiesGrp/BOYAmt069569
IRS990/TotalLiabilitiesGrp/EOYAmt00
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IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0144552
IRS990/TotalProgramServiceExpensesAmt024262
IRS990/TotalProgramServiceRevenueAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0106641
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0243641
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt02028
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0144552
IRS990/TravelGrp/ManagementAndGeneralAmt0697
IRS990/TravelGrp/TotalAmt0697
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/USAddress/AddressLine1Txt01455 PENNSYLVANIA AVENUE 100
IRS990/USAddress/CityNm0WASHINGTON
IRS990/USAddress/StateAbbreviationCd0DC
IRS990/USAddress/ZIPCd020004
IRS990/VotingMembersGoverningBodyCnt017
IRS990/VotingMembersIndependentCnt017
IRS990/WebsiteAddressTxt0[email protected]
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JEFFREY LEVY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE INSTITUTE FOR SURGICAL EXCELLENCE
ReturnHeader/Filer/BusinessNameControlTxt0INST
ReturnHeader/Filer/EIN0464617882
ReturnHeader/Filer/PhoneNum02153562174
ReturnHeader/Filer/USAddress/AddressLine1Txt01455 PENNSYLVANIA AVENUE 100
ReturnHeader/Filer/USAddress/CityNm0WASHINGTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0DC
ReturnHeader/Filer/USAddress/ZIPCd020004
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0232749598
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Gitomer & Berenholz PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0445 Shady Lane
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Huntingdon Valley
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd019006
ReturnHeader/PreparerPersonGrp/PhoneNum02153793500
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0NEIL S ROSENBAUM CPA
ReturnHeader/ReturnTs02025-11-13T05:53:31-08:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31

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