Civic Intelligence

Sages Educational and Research

EIN 95-4689582 • 501(c)3 • Los Angeles, CA

Profile

The mission of the foundation is to advance endoscopic, laparoscopic and emerging minimal access surgical methods and to maintain the highest possible quality of care by supporting reproducible scientific research, graduate and postgraduate education, and public information.

11300 W Olympic Blvd 600Los Angeles, CA 90064

n/A

Siviq Scores

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

Liabilities / Assets

7th percentile

0.00x

Higher debt load relative to assets than 7% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Liabilities / Revenue

8th percentile

0.00x

Higher debt load relative to revenue than 8% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Net Margin

77th percentile

25%

Higher net margin than 77% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

44th percentile

3.3%

Faster asset growth than 44% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Revenue Growth

94th percentile

127%

Faster revenue growth than 94% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets7th percentile

Assets

Up

$15,028,961

Up $477,882 (+3.3%) from 2023

Liabilities

Up

$5,600

Up $5,600 from 2023

Net Assets

Up

$15,023,361

Up $472,282 (+3.2%) from 2023

Operations
Liabilities / Revenue8th percentileNet Margin77th percentile

Revenue

Up

$1,741,895

Up $975,448 (+127%) from 2023

Expenses

Up

$1,312,819

Up $204,564 (+18%) from 2023

Net Income

Up

$429,076

Up $770,884 (+226%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth44th percentile

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

$20M$15M$10M$5.0M$0Assets 2010: $8,094,717Liabilities 2010: $0Net Assets 2010: $8,094,7172010Assets 2011: $7,823,658Liabilities 2011: $0Net Assets 2011: $7,823,6582011Assets 2012: $8,902,551Liabilities 2012: $0Net Assets 2012: $8,902,5512012Assets 2013: $10,228,181Liabilities 2013: $0Net Assets 2013: $10,228,1812013Assets 2014: $10,999,006Liabilities 2014: $0Net Assets 2014: $10,999,0062014Assets 2015: $10,563,675Liabilities 2015: $0Net Assets 2015: $10,563,6752015Assets 2016: $10,672,500Liabilities 2016: $0Net Assets 2016: $10,672,5002016Assets 2017: $12,147,683Liabilities 2017: $0Net Assets 2017: $12,147,6832017Assets 2018: $11,092,055Liabilities 2018: $1,146Net Assets 2018: $11,090,9092018Assets 2019: $13,366,962Liabilities 2019: $0Net Assets 2019: $13,366,9622019Assets 2020: $14,362,418Liabilities 2020: $1Net Assets 2020: $14,362,4172020Assets 2021: $15,627,791Liabilities 2021: $0Net Assets 2021: $15,627,7912021Assets 2022: $13,637,749Liabilities 2022: $0Net Assets 2022: $13,637,7492022Assets 2023: $14,551,079Liabilities 2023: $0Net Assets 2023: $14,551,0792023Assets 2024: $15,028,961Liabilities 2024: $5,600Net Assets 2024: $15,023,3612024

Highlighted filing

2024

Assets$15,028,961
Liabilities$5,600
Net Assets$15,023,361
Open 2024 Filing

Operations Trend

Revenue Growth94th percentile

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

$2.0M$1.0M$0-$1.0MRevenue 2010: $1,492,180Expenses 2010: $503,243Net Income 2010: $988,9372010Revenue 2011: $201,127Expenses 2011: $472,186Net Income 2011: -$271,0592011Expenses 2012: $508,6662012Revenue 2013: $1,898,246Expenses 2013: $572,617Net Income 2013: $1,325,6292013Revenue 2014: $1,359,931Expenses 2014: $589,105Net Income 2014: $770,8262014Revenue 2015: $869,015Expenses 2015: $641,959Net Income 2015: $227,0562015Revenue 2016: $735,892Expenses 2016: $789,142Net Income 2016: -$53,2502016Revenue 2017: $1,445,462Expenses 2017: $711,501Net Income 2017: $733,9612017Revenue 2018: $902,010Expenses 2018: $880,259Net Income 2018: $21,7512018Revenue 2019: $1,919,491Expenses 2019: $910,968Net Income 2019: $1,008,5232019Revenue 2020: $893,328Expenses 2020: $739,071Net Income 2020: $154,2572020Revenue 2021: $1,401,377Expenses 2021: $724,659Net Income 2021: $676,7182021Revenue 2022: $1,224,016Expenses 2022: $1,077,761Net Income 2022: $146,2552022Revenue 2023: $766,447Expenses 2023: $1,108,255Net Income 2023: -$341,8082023Revenue 2024: $1,741,895Expenses 2024: $1,312,819Net Income 2024: $429,0762024

Highlighted filing

2024

Revenue$1,741,895
Expenses$1,312,819
Net Income$429,076
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$15,028,961
Liabilities
$5,600
Net assets
$15,023,361
Revenue
$1,741,895
Expenses
$1,312,819
Net income
$429,076
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$15.0$0.01$15.0$1.74$1.31$0.43
2023Summary only. Only limited summary data is available for this year.$14.6$0.00$14.6$0.77$1.11$0.34
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$13.6$0.00$13.6$1.22$1.08$0.15
2021Summary only. Only limited summary data is available for this year.$15.6$0.00$15.6$1.40$0.72$0.68
2020Summary only. Only limited summary data is available for this year.$14.4$0.00$14.4$0.89$0.74$0.15
2019Summary only. Only limited summary data is available for this year.$13.4$0.00$13.4$1.92$0.91$1.01
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$11.1$0.00$11.1$0.90$0.88$0.02
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$12.1$0.00$12.1$1.45$0.71$0.73
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$10.7$0.00$10.7$0.74$0.79$0.05
2015Detailed filing. Detailed filing data is available for this year.$10.6$0.00$10.6$0.87$0.64$0.23
2014Detailed filing. Detailed filing data is available for this year.$11.0$0.00$11.0$1.36$0.59$0.77
2013Summary only. Only limited summary data is available for this year.$10.2$0.00$10.2$1.90$0.57$1.33
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.90$0.00$8.90$0.51
2011Summary only. Only limited summary data is available for this year.$7.82$0.00$7.82$0.20$0.47$0.27
2010Summary only. Only limited summary data is available for this year.$8.09$0.00$8.09$1.49$0.50$0.99
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
$3,330,976
Mission and Program Overview

Mission

The mission of the foundation is to advance endoscopic, laparoscopic and emerging minimal access surgical methods and to maintain the highest possible quality of care by supporting reproducible scientific research, graduate and postgraduate education, and public information.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$14,551,079$15,023,361▲ $472,282
Investments in Publicly Traded Securities$14,182,473$14,451,912▲ $269,439
Cash and Non-Interest-Bearing Accounts$88,429$295,633▲ $207,204
Investments Other Securities$200,000$200,000→ $0
Pledges and Grants Receivable$80,177$81,416▲ $1,239
Savings and Temporary Cash Investments-$0-
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Program Related-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$14,551,079$15,028,961▲ $477,882
Other Assets Total-$0-
Liabilities
Deferred Revenue-$5,600-
Total Liabilities$0$5,600▲ $5,600
Net Assets / Fund Balance
Total Net Assets Fund Balance$14,551,079$15,023,361▲ $472,282
Total Liabilities and Net Assets / Fund Balance$14,551,079$15,028,961▲ $477,882
Compensation and Service Providers
Top Officer PayScore unavailable

Board Members and Trustees

NameTitle
Stephen W Unger MDPresident
L Michael Brunt MdVice President
Aurora Pryor MdDirector
Daniel Jones MdDirector
Daniel Scott MdDirector
Danielle Walsh MdDirector
Edward H Phillips MdDirector
Gary Vitale MdDirector
Leena Khaitan MdDirector
Liane Feldman MdDirector
Manabu Yamamoto MdDirector
Marina Kurian MdDirector
Michel Gagner MdDirector
Rohan Jeyaraja MdDirector
Sherry Wren MdDirector
Steve Schwaitzberg McDirector
Nathaniel J Soper MdSecretary
Tonia Young-fadokTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$210,228
Program Service Revenue
$0
Investment Income
$1,514,904
Other Revenue
$16,763
All Other Contributions
$111,812
Change in Net Assets
$429,076
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$1,112,448
Other Expenses$200,371
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$1,107,448--$1,107,448
Fees for Service Investment Mgmnt Fees-$102,301-$102,301
Fees for Services Management-$75,500-$75,500
Grants to Domestic Individuals$5,000--$5,000
Other Expenses-$4,868-$4,868
Fees for Services Accounting-$2,840-$2,840
Travel-$2,831-$2,831
Office Expenses-$2,666-$2,666
Information Technology-$1,000-$1,000
Advertising-$385-$385
Total Functional Expenses$1,112,448$200,371$0$1,312,819
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
SagesLos Angeles, CA-Medical Research Grants/courses$1,107,448
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$48,285
Fundraising Direct Expenses$31,522
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Award Luncheon$65,285$48,285$1,759$46,526
Total Events$65,285$48,285$31,522$16,763
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
No
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
Yes

Governance Explanations

Form 990, Part VI, Section A, Line 3

“The day to day operations of the Foundation are administered by BSC Management Company. BSC also oversees the fundraising activities”

Form 990, Part VI, Section A, Line 6

“The members are made up of the Board of Directors. Advisory members are non voting.”

Form 990, Part VI, Section B, Line 11B

“Accounting manager and ex director review the 990”

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

“Before any meeting members are required to disclose any possible conflicts of interest. This information is disclosed in all marketing and other publications relating to the organization.”

Form 990, Part VI, Section C, Line 19

“Upon request”

Filing and Contact Details

Filer

Filer Name
Sages Educational and Research
EIN
95-4689582
Phone
3104370544
Address
11300 W OLYMPIC BLVD 600, LOS ANGELES, CA 90064

Signing Officer

Name
Tonia Young-fadok
Title
Treasurer
Signed
2025-11-13
Discuss with paid preparer
Yes

Organization Details

Formed
1997
Legal Domicile
CA
Voting Board Members
19
Independent Board Members
18
Employees
0
Volunteers
23

Preparer

Firm
Dyann M Shepard CPA
Address
8125 Castenada Lane, Atascadero, CA 93422
Preparer
Dyann M Shepard
Phone
8056101445
Supplemental Narrative

Additional Explanations

Form 990, Part XI, Line 9

“ROUNDING = -$1”

Statement Note 1

“SALE of SECURITIESThe American College of Surgeons(ACS) offers a Joint Investment Program to like kind 501c3 organizations where the organization may pool their investment funds with those of the American College of Surgeons. The ACS summary of investment activity as reported to Sages Foundation for 2024 is available upon request.RELATED ORGANIZATION"SAGES" is the acronym for "Society of American Gastrointestinal and Endoscopic Surgeons, Inc and is used through out this return in lieu of the complete name.”

Raw XML AppendixShowing 400 of 562 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
IRS990/AccountantCompileOrReviewInd0false
IRS990/AccountsReceivableGrp/EOYAmt00
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0The mission of the foundation is to advance endoscopic, laparoscopic and emerging minimal access surgical methods and to maintain the highest possible quality of care by supporting reproducible scientific research, graduate and postgraduate education, and public information.
IRS990/AdvertisingGrp/ManagementAndGeneralAmt0385
IRS990/AdvertisingGrp/TotalAmt0385
IRS990/AllOtherContributionsAmt0111812
IRS990/AllOtherExpensesGrp/TotalAmt00
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/BackupWthldComplianceInd0false
IRS990/BenefitsToMembersGrp/TotalAmt00
IRS990/BooksInCareOfDetail/PersonNm0DALE DULLABAUN
IRS990/BooksInCareOfDetail/PhoneNum03104370544
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt011300 W Olympic Blvd 600
IRS990/BooksInCareOfDetail/USAddress/CityNm0Los Angeles
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd090064
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt088429
IRS990/CashNonInterestBearingGrp/EOYAmt0295633
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt00
IRS990/CompDisqualPersonsGrp/TotalAmt00
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConferencesMeetingsGrp/TotalAmt00
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/ContriRptFundraisingEventAmt017000
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0210228
IRS990/CYGrantsAndSimilarPaidAmt01112448
IRS990/CYInvestmentIncomeAmt01514904
IRS990/CYOtherExpensesAmt0200371
IRS990/CYOtherRevenueAmt016763
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0429076
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt01312819
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt01741895
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DeferredRevenueGrp/EOYAmt05600
IRS990/DelegationOfMgmtDutiesInd0true
IRS990/DepreciationDepletionGrp/TotalAmt00
IRS990/Desc0To advance endoscopic, laparoscopic and emerging minimal access surgical methods and to maintain the highest possible quality of care by supporting reproducible scientific research, graduate and post graduate education and public information.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0true
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt01112448
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt02840
IRS990/FeesForServicesAccountingGrp/TotalAmt02840
IRS990/FeesForServicesLegalGrp/TotalAmt00
IRS990/FeesForServicesLobbyingGrp/TotalAmt00
IRS990/FeesForServicesManagementGrp/ManagementAndGeneralAmt075500
IRS990/FeesForServicesManagementGrp/TotalAmt075500
IRS990/FeesForServicesOtherGrp/TotalAmt00
IRS990/FeesForServicesProfFundraising/TotalAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt0102301
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt0102301
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignGrantsGrp/TotalAmt00
IRS990/ForeignOfficeInd0false
IRS990/Form1098CFiledInd0false
IRS990/Form8282FiledCnt00
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form8899Filedind0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt00.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt10.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt20.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt30.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt40.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt50.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt60.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt70.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt80.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt90.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt100.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt110.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt120.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt130.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt140.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt150.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt160.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt170.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt180.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt00.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt10.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt20.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt30.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt40.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt50.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt60.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt70.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt80.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt90.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt100.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt110.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt120.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt130.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt140.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt150.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt162.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt170.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt180.50
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd11X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd12X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd13X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd14X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt130
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt140
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt150
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt160
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt170
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt180
IRS990/Form990PartVIISectionAGrp/PersonNm0SHERRY WREN MD
IRS990/Form990PartVIISectionAGrp/PersonNm1STEVE SCHWAITZBERG MC
IRS990/Form990PartVIISectionAGrp/PersonNm2EDWARD H PHILLIPS MD
IRS990/Form990PartVIISectionAGrp/PersonNm3GARY VITALE MD
IRS990/Form990PartVIISectionAGrp/PersonNm4SHERRY WREN MD
IRS990/Form990PartVIISectionAGrp/PersonNm5DANIEL JONES MD
IRS990/Form990PartVIISectionAGrp/PersonNm6MANABU YAMAMOTO MD
IRS990/Form990PartVIISectionAGrp/PersonNm7MARINA KURIAN MD
IRS990/Form990PartVIISectionAGrp/PersonNm8DANIELLE WALSH MD
IRS990/Form990PartVIISectionAGrp/PersonNm9LEENA KHAITAN MD
IRS990/Form990PartVIISectionAGrp/PersonNm10ROHAN JEYARAJA MD
IRS990/Form990PartVIISectionAGrp/PersonNm11MICHEL GAGNER MD
IRS990/Form990PartVIISectionAGrp/PersonNm12AURORA PRYOR MD
IRS990/Form990PartVIISectionAGrp/PersonNm13DANIEL SCOTT MD
IRS990/Form990PartVIISectionAGrp/PersonNm14LIANE FELDMAN MD
IRS990/Form990PartVIISectionAGrp/PersonNm15NATHANIEL J SOPER MD
IRS990/Form990PartVIISectionAGrp/PersonNm16Stephen W Unger MD
IRS990/Form990PartVIISectionAGrp/PersonNm17L MICHAEL BRUNT MD
IRS990/Form990PartVIISectionAGrp/PersonNm18TONIA YOUNG-FADOK
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt180
IRS990/Form990PartVIISectionAGrp/TitleTxt0Director
IRS990/Form990PartVIISectionAGrp/TitleTxt1Director
IRS990/Form990PartVIISectionAGrp/TitleTxt2Director
IRS990/Form990PartVIISectionAGrp/TitleTxt3Director
IRS990/Form990PartVIISectionAGrp/TitleTxt4Director
IRS990/Form990PartVIISectionAGrp/TitleTxt5Director
IRS990/Form990PartVIISectionAGrp/TitleTxt6Director
IRS990/Form990PartVIISectionAGrp/TitleTxt7Director
IRS990/Form990PartVIISectionAGrp/TitleTxt8Director
IRS990/Form990PartVIISectionAGrp/TitleTxt9Director
IRS990/Form990PartVIISectionAGrp/TitleTxt10Director
IRS990/Form990PartVIISectionAGrp/TitleTxt11Director
IRS990/Form990PartVIISectionAGrp/TitleTxt12Director
IRS990/Form990PartVIISectionAGrp/TitleTxt13Director
IRS990/Form990PartVIISectionAGrp/TitleTxt14Director
IRS990/Form990PartVIISectionAGrp/TitleTxt15Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt16President
IRS990/Form990PartVIISectionAGrp/TitleTxt17Vice President
IRS990/Form990PartVIISectionAGrp/TitleTxt18Treasurer
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr01997
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0true
IRS990/FundraisingAmt017000
IRS990/FundraisingDirectExpensesAmt031522
IRS990/FundraisingGrossIncomeAmt048285
IRS990/GainOrLossGrp/SecuritiesAmt0921451
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt019
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt05000
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt05000
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt01107448
IRS990/GrantsToDomesticOrgsGrp/TotalAmt01107448
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0true
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt02479010
IRS990/GrossReceiptsAmt03330976
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt018
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt01000
IRS990/InformationTechnologyGrp/TotalAmt01000
IRS990/InsuranceGrp/TotalAmt00
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/ExclusionAmt0593453
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0593453
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt0200000
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt0200000
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt014182473
IRS990/InvestmentsPubTradedSecGrp/EOYAmt014451912
IRS990/IRPDocumentCnt01
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipBasisNetGrp/EOYAmt00
IRS990/LegalDomicileStateCd0CA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt01557559
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0true
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0The mission of the foundation is to advance endoscopic, laparoscopic and emerging minimal access surgical methods and to maintain the highest possible quality of care by supporting reproducible scientific research, graduate and postgraduate education, and public information.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt014551079
IRS990/NetAssetsOrFundBalancesEOYAmt015023361
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0921451
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0921451
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt016763
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt016763
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt043207
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt02666
IRS990/OfficeExpensesGrp/TotalAmt02666
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherChangesInNetAssetsAmt0-1
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0foreign tax paid
IRS990/OtherExpensesGrp/Desc1Merchant fees
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt07980
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt14868
IRS990/OtherExpensesGrp/TotalAmt07980
IRS990/OtherExpensesGrp/TotalAmt14868
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/TotalAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt080177
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt081416
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0179967
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt0934516
IRS990/PYInvestmentIncomeAmt0570517
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0173739
IRS990/PYOtherRevenueAmt015963
IRS990/PYRevenuesLessExpensesAmt0-341808
IRS990/PYTotalExpensesAmt01108255
IRS990/PYTotalRevenueAmt0766447
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0429076
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RelatedOrganizationsAmt081416
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt014551079
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt015023361
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0210228
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0179967
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0659977
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0231611
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0427688
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt01709471
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0593453
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0406866
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0285272
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0490974
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0294869
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt02071434
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.45210
IRS990ScheduleA/PublicSupportPY170Pct00.50290
IRS990ScheduleA/PublicSupportTotal170Amt01709471
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0210228
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0179967
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0659977
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0231611
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0427688
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt01709471
IRS990ScheduleA/TotalSupportAmt03780905
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 501(c)3 • $10M-$25M nonprofits