Civic Intelligence

Phoenix Surgical Society

990EZ • Fiscal year 2017 • EIN 86-0340521

Aug 01, 2016 to Jul 31, 2017 • Filed on Jun 12, 2018

Organization ProfileN/A
9305 W Thomas Road Suite 250Phoenix, AZ 85037

(602) 253-7076

Siviq Scores

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

Liabilities / Assets

47th percentile

0.00x

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

2017 filings • 501(c)6 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

47th percentile

0.00x

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

2017 filings • 501(c)6 • <$500k nonprofits • Source year 2017

Net Margin

20th percentile

-12%

Higher net margin than 20% of similar nonprofits.

2017 filings • 501(c)6 • <$500k nonprofits • Source year 2017

Top Officer Pay

70th percentile

$0

Higher top officer pay than 70% of similar nonprofits.

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

2017 filings • 501(c)6 • <$500k nonprofits • Source year 2017

Asset Growth

4th percentile

-60%

Faster asset growth than 4% of similar nonprofits.

2017 filings • 501(c)6 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

82nd percentile

22%

Faster revenue growth than 82% of similar nonprofits.

2017 filings • 501(c)6 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets47th percentile

Assets

Down

$4,897

Down $7,422 (-60%) from 2016

Net Assets

Down

$4,897

Down $7,422 (-60%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue47th percentileNet Margin20th percentile

Revenue

Up

$63,690

Up $11,605 (+22%) from 2016

Expenses

Up

$71,112

Up $20,998 (+42%) from 2016

Net Income

Down

-$7,422

Down $9,393 (-477%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth4th percentile

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

$30K$20K$10K$0Assets 2010: $24,540Net Assets 2010: $24,5402010Assets 2011: $20,414Net Assets 2011: $20,4142011Assets 2012: $16,716Net Assets 2012: $16,7162012Assets 2013: $20,854Liabilities 2013: $0Net Assets 2013: $20,8542013Assets 2014: $11,542Liabilities 2014: $0Net Assets 2014: $11,5422014Assets 2015: $10,348Liabilities 2015: $0Net Assets 2015: $10,3482015Assets 2016: $12,319Liabilities 2016: $0Net Assets 2016: $12,3192016Assets 2017: $4,897Liabilities 2017: $0Net Assets 2017: $4,8972017Assets 2018: $1,947Liabilities 2018: $0Net Assets 2018: $1,9472018Assets 2025: $226Net Assets 2025: $2262025

Highlighted filing

2017

Assets$4,897
Liabilities$0
Net Assets$4,897
Open 2017 Filing

Operations Trend

Revenue Growth82nd percentile

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

$100K$50K$0-$50KRevenue 2010: $68,181Expenses 2010: $67,355Net Income 2010: $8262010Revenue 2011: $63,357Expenses 2011: $67,483Net Income 2011: -$4,1262011Revenue 2012: $70,718Expenses 2012: $74,416Net Income 2012: -$3,6982012Revenue 2013: $73,191Expenses 2013: $69,053Net Income 2013: $4,1382013Revenue 2014: $60,056Expenses 2014: $69,368Net Income 2014: -$9,3122014Revenue 2015: $63,235Expenses 2015: $64,429Net Income 2015: -$1,1942015Revenue 2016: $52,085Expenses 2016: $50,114Net Income 2016: $1,9712016Revenue 2017: $63,690Expenses 2017: $71,112Net Income 2017: -$7,4222017Revenue 2018: $54,225Expenses 2018: $57,175Net Income 2018: -$2,9502018Revenue 2025: $29,202Expenses 2025: $32,341Net Income 2025: -$3,1392025

Highlighted filing

2017

Revenue$63,690
Expenses$71,112
Net Income-$7,422
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Aug 1, 2016 to Jul 31, 2017
Signed
Jun 12, 2018
Return Version
2016v3.1
Gross Receipts
$63,690
Mission and Program Overview

Mission

Advance the knowledge and practice of surgery among all surgeons worldwide; to foster and promote research, investigation, and experimentation in surgery and other medical practices.

Program Services

DescriptionGrantsExpenses
ADVANCE THE KNOWLEDGE AND PRACTICE OF SURGERY AMONG ALL SURGEONS WORLDWIDE; TO FOSTER AND PROMOTE RESEARCH, INVESTIGATION, AND EXPERIMENTATION IN SURGERY AND OTHER MEDICAL PRACTICES.--
Compensation and Service Providers
Top Officer Pay70th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JON A KING MDPresident/Se-$0--
LAURA TILLMAN MDDirector-$0--
SUMEET KADAKIA MDDirector-$0--
Filing and Contact Details

Filer

Filer Name
Phoenix Surgical Society
EIN
86-0340521
Phone
6022537076
Address
9305 W THOMAS ROAD SUITE 250, PHOENIX, AZ 85037

Signing Officer

Name
Jon a King Md
Title
President/sec/treas
Phone
6022537076
Signed
2018-06-12
Discuss with paid preparer
Yes

Preparer

Firm
GRASS COFFEY & SCHARLAU CPA'S
Address
6520 N 7TH ST STE 100, PHOENIX, AZ 85014
Preparer
Charles R Mason Jr
Phone
6022667505
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses symposium expenses 65,407 bank charges 112 telephone 600 supplies 1,078 computer fees 342 credit card fees 1,602 registration fees 137 total 69,278”

Form 990-ez, Part II, Line 24

“Prepaid and deferred charges 4,500 4,500 total 4,500 4,500”

Form 990-ez, Part III

“Advance the knowledge and practice of surgery among all surgeons worldwide; to foster and promote research, investigation, and experimentation in surgery and other medical practices.”

Raw XML Appendix103 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.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0GRASS COFFEY & SCHARLAU CPA'S
IRS990EZ/BooksInCareOfDetail/PhoneNum06022667505
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt06520 N 7TH ST STE 100
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0PHOENIX
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0AZ
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd085014
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt07819
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0397
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt036565
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-7422
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0890
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt012319
IRS990EZ/Form990TotalAssetsGrp/EOYAmt04897
IRS990EZ/GrossReceiptsAmt063690
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt01
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt012319
IRS990EZ/NetAssetsOrFundBalancesEOYAmt04897
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt012319
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt04897
IRS990EZ/OccupancyRentUtltsAndMaintAmt0289
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JON A KING MD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1LAURA TILLMAN MD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2SUMEET KADAKIA MD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT/SE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2DIRECTOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt04500
IRS990EZ/OtherAssetsTotalDetail/EOYAmt04500
IRS990EZ/OtherExpensesTotalAmt069278
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0ADVANCE THE KNOWLEDGE AND PRACTICE OF SURGERY AMONG ALL SURGEONS WORLDWIDE; TO FOSTER AND PROMOTE RESEARCH, INVESTIGATION, AND EXPERIMENTATION IN SURGERY AND OTHER MEDICAL PRACTICES.
IRS990EZ/PrintingPublicationsPostageAmt0655
IRS990EZ/ProgramServiceRevenueAmt027124
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0ADVANCE THE KNOWLEDGE AND PRACTICE OF SURGERY AMONG ALL SURGEONS WORLDWIDE; TO FOSTER AND PROMOTE RESEARCH, INVESTIGATION, AND EXPERIMENTATION IN SURGERY AND OTHER MEDICAL PRACTICES.
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0AZ
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt071112
IRS990EZ/TotalRevenueAmt063690
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES SYMPOSIUM EXPENSES 65,407 BANK CHARGES 112 TELEPHONE 600 SUPPLIES 1,078 COMPUTER FEES 342 CREDIT CARD FEES 1,602 REGISTRATION FEES 137 TOTAL 69,278
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1PREPAID AND DEFERRED CHARGES 4,500 4,500 TOTAL 4,500 4,500
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ADVANCE THE KNOWLEDGE AND PRACTICE OF SURGERY AMONG ALL SURGEONS WORLDWIDE; TO FOSTER AND PROMOTE RESEARCH, INVESTIGATION, AND EXPERIMENTATION IN SURGERY AND OTHER MEDICAL PRACTICES.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART III
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JON A KING MD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT/SEC/TREAS
ReturnHeader/BusinessOfficerGrp/PhoneNum06022537076
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-06-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PHOENIX SURGICAL SOCIETY
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O DR JON KING
ReturnHeader/Filer/BusinessNameControlTxt0PHOE
ReturnHeader/Filer/EIN0860340521
ReturnHeader/Filer/PhoneNum06022537076
ReturnHeader/Filer/USAddress/AddressLine1Txt09305 W THOMAS ROAD SUITE 250
ReturnHeader/Filer/USAddress/CityNm0PHOENIX
ReturnHeader/Filer/USAddress/StateAbbreviationCd0AZ
ReturnHeader/Filer/USAddress/ZIPCd085037
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId06254367A47A4C9592E235D7E4928C46D196721B0
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0130D7951AB07D64D825C6D6C4B987E953C1D1D8F
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0860408361
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0GRASS COFFEY & SCHARLAU CPA'S
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt06520 N 7TH ST STE 100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PHOENIX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AZ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd085014
ReturnHeader/PreparerPersonGrp/PhoneNum06022667505
ReturnHeader/PreparerPersonGrp/PreparationDt02018-06-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CHARLES R MASON JR
ReturnHeader/ReturnTs02018-06-12T13:00:05-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-08-01
ReturnHeader/TaxPeriodEndDt02017-07-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,897
Liabilities
$0
Net assets
$4,897
Revenue
$63,690
Expenses
$71,112
Net income
-$7,422
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.23$0.23$29.2$32.3$3.14
2018Detailed filing. Detailed filing data is available for this year.$1.95$0.00$1.95$54.2$57.2$2.95
2017Detailed filing. Detailed filing data is available for this year.$4.90$0.00$4.90$63.7$71.1$7.42
2016Detailed filing. Detailed filing data is available for this year.$12.3$0.00$12.3$52.1$50.1$1.97
2015Detailed filing. Detailed filing data is available for this year.$10.3$0.00$10.3$63.2$64.4$1.19
2014Detailed filing. Detailed filing data is available for this year.$11.5$0.00$11.5$60.1$69.4$9.31
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$20.9$0.00$20.9$73.2$69.1$4.14
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$16.7$16.7$70.7$74.4$3.70
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$20.4$20.4$63.4$67.5$4.13
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$24.5$24.5$68.2$67.4$0.83