Civic Intelligence

The Surgical Excellence Network Inc.

990PF • Fiscal year 2019 • EIN 47-1923871

Jan 01, 2019 to Dec 31, 2019 • Filed on Feb 14, 2020

1442 Kelso BlvdWindermere, FL 34786-7504

(407) 921-5499

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

2019 filings • <$500k nonprofits • Source year 2019

Liabilities / Revenue

59th percentile

0.00x

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

2019 filings • <$500k nonprofits • Source year 2019

Net Margin

13th percentile

-38%

Higher net margin than 13% of similar nonprofits.

2019 filings • <$500k nonprofits • Source year 2019

Top Officer Pay

86th percentile

$15,000

Higher top officer pay than 86% of similar nonprofits.

Top officer pay equals 10.0% of source-year revenue.

2019 filings • <$500k nonprofits • Source year 2019

Asset Growth

3rd percentile

-87%

Faster asset growth than 3% of similar nonprofits.

2019 filings • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2018 to 2019

Assets

Down

$8,478

Down $56,646 (-87%) from 2018

Net Assets

Down

$8,478

Down $56,646 (-87%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue

Up

$150,675

Up $150,675 from 2018

Expenses

Up

$207,321

Up $189,631 (+1072%) from 2018

Net Income

Down

-$56,646

Down $38,956 (-220%) from 2018

Historical Trend

Balance Sheet Trend

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

$150K$100K$50K$0-$50KAssets 2014: -$3,479Liabilities 2014: $02014Assets 2015: $38,499Liabilities 2015: $0Net Assets 2015: $38,4992015Assets 2017: $82,814Liabilities 2017: $0Net Assets 2017: $82,8142017Assets 2018: $65,124Liabilities 2018: $0Net Assets 2018: $65,1242018Assets 2019: $8,478Liabilities 2019: $0Net Assets 2019: $8,4782019Assets 2020: $46,964Liabilities 2020: $0Net Assets 2020: $46,9642020Assets 2021: $104,831Liabilities 2021: $0Net Assets 2021: $104,8312021Assets 2022: $25,468Liabilities 2022: $0Net Assets 2022: $25,4682022Assets 2023: $10,590Liabilities 2023: $0Net Assets 2023: $10,5902023Assets 2024: $22,386Liabilities 2024: $3,299Net Assets 2024: $19,0872024Assets 2025: $47,068Liabilities 2025: $3,299Net Assets 2025: $43,7692025

Highlighted filing

2019

Assets$8,478
Liabilities$0
Net Assets$8,478

Operations Trend

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

$400K$200K$0-$200KRevenue 2014: $0Expenses 2014: $3,479Net Income 2014: -$3,4792014Revenue 2015: $81,629Expenses 2015: $39,651Net Income 2015: $41,9782015Revenue 2017: $169,500Expenses 2017: $145,119Net Income 2017: $24,3812017Revenue 2018: $0Expenses 2018: $17,690Net Income 2018: -$17,6902018Revenue 2019: $150,675Expenses 2019: $207,321Net Income 2019: -$56,6462019Revenue 2020: $112,500Expenses 2020: $74,014Net Income 2020: $38,4862020Revenue 2021: $254,693Expenses 2021: $196,826Net Income 2021: $57,8672021Revenue 2022: $258,350Expenses 2022: $337,713Net Income 2022: -$79,3632022Revenue 2023: $316,962Expenses 2023: $331,840Net Income 2023: -$14,8782023Revenue 2024: $180,000Expenses 2024: $171,503Net Income 2024: $8,4972024Revenue 2025: $370,725Expenses 2025: $346,043Net Income 2025: $24,6822025

Highlighted filing

2019

Revenue$150,675
Expenses$207,321
Net Income-$56,646
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Feb 14, 2020
Return Version
2019v5.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
DR TAMBERLY MCCARUSDirector-$15,000-$15,000
JOHN F MCCARUSDirector-$0--
STEVEN D MCCARUS JRDirector-$0--
Filing and Contact Details

Filer

Filer Name
The Surgical Excellence Network Inc
EIN
47-1923871
Phone
4079215499
Address
1442 KELSO BLVD, WINDERMERE, FL 34786-7504

Signing Officer

Name
Jessica Mckinney
Title
President
Phone
4079215499
Signed
2020-02-14
Discuss with paid preparer
Yes

Preparer

Firm
Jl Kenneally & Company Pa
Address
660 KENILWORTH DR STE 104, TOWSON, MD 21204-2353
Preparer
Frances B Allman CPA
Phone
4103219558
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IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt01442 KELSO BLVD
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0WINDERMERE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0FL
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd0347867504
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0FL
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0THE FOUNDATION
IRS990PF/StatementsRegardingActyGrp/PhoneNum04079215499
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd01
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0EDUCATION FOR WOMEN AND PHYSICIANS ON MINIMALLY INVASIVE SURGICAL OPTIONS.
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt0207321
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt0PACIRA PHARMACEUTICALS INC
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt1TRANSENTERIX INC
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt2RICHARD WOLF MEDICAL INSTRUMENTS CORPORATION
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt3HOLOGIC INC
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt4INTUTIVE SURGICAL INC
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt5LSI SOLUTIONS
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt6ABBVIE INC
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt7ETHICON INC
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt8LEXION MEDICAL
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorNum12
IRS990ScheduleB/ContributorInformationGrp/ContributorNum23
IRS990ScheduleB/ContributorInformationGrp/ContributorNum34
IRS990ScheduleB/ContributorInformationGrp/ContributorNum45
IRS990ScheduleB/ContributorInformationGrp/ContributorNum56
IRS990ScheduleB/ContributorInformationGrp/ContributorNum67
IRS990ScheduleB/ContributorInformationGrp/ContributorNum78
IRS990ScheduleB/ContributorInformationGrp/ContributorNum89
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt05 SYLVAN WAY SUITE 300
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt1635 DAVIS DRIVE SUITE 300
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt2353 CORPORATE WOODS PARKWAY
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt335 CROSBY DRIVE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt41266 KIFER ROAD
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt57796 VICTOR MENDON ROAD
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt61 N WAUKEGAN ROAD
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt7ROUTE 22 WEST PO BOX 151
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt8545 ATWATER CIRCLE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0PARSIPPANY
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm1MORRISVILLE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm2VERNON HILLS
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm3BEDFORD
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm4SUNNYVALE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm5VICTOR
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm6NORTH CHICAGO
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm7SOMERVILLE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm8ST PAUL
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0NJ
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd1NC
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd2IL
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd3MA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd4CA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd5NY
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd6IL
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd7NJ
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd8MN
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd0070543813
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd127560
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd260061
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd301730
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd494086
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd514564
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd660064
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd708876
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd855103
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd1X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd2X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd3X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd4X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd5X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd6X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd7X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd8X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt06000
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt160000
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt210000
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt35000
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt410000
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt510000
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt65000
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt715000
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt815000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
LegalFeesSchedule/LegalFeesGrp/AdjustedNetIncomeAmt00
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt02345
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt02345
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt30
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt40
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt50
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt60
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt70
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt80
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt90
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0BANK SERVICE CHARGES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1COMPUTER SUPPORT
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2FILING FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3OUTSIDE CONTRACTED SERVICES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc4REPAIRS & MAINTENANCE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc5OFFICE EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc6PRINTING & REPRODUCTION
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc7POSTAGE & MAILING
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc8MARKETING
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc9MEALS
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0194
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt1180
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt2139
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt3142626
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt42235
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt5907
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt6121
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt73348
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt82100
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt91006
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt30
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt40
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt50
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt60
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt70
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt80
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt90
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0194
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1180
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt2139
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt3142626
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt42235
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt5908
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt6121
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt73348
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt82100
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt91006
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt011675
OtherIncomeSchedule2/OtherIncomeDetail/Desc0REGISTRATION FEES

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