THE INSTITUTE FOR SURGICAL EXCELLENCE

EIN: 464617882 501(c)(3) Health Care

WASHINGTON, DC

Total Revenue
$76,150
Total Expenses
$191,803
Total Assets
$28,899
Net Assets
$28,899
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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year
2014
Legal Domicile
DC
Phone
2153562174
Tax Period
2025-01-01 to 2025-12-31

THE INSTITUTE FOR SURGICAL EXCELLENCE, founded in 2014, is a micro nonprofit in the Health Care sector that reported $76K in total revenue in fiscal year 2025. Revenue fell 69% from the prior year — a significant decline worth monitoring. Expenses of $192K exceeded revenue, resulting in a 152% operating deficit.

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.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2025)

Revenue Breakdown

Contributions & Grants $76,150
Program Service Revenue $0
Investment Income $0
Other Revenue $0
TOTAL REVENUE $76,150

Expense Breakdown

Grants Paid $0
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $129,304
Other Expenses $191,803
TOTAL EXPENSES $191,803

Year-over-Year Comparison

2025 2024 Change
Revenue $76,150 $243,641 -0.7%
Expenses $191,803 $31,548 +5.1%
Net Income $-115,653 $212,093 -1.5%
Key Indicators
✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required
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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

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Governance

Voting Members
11
Independent Members
11
Employees
N/A
Volunteers
N/A

Governance Policies

✗ Conflict of Interest Policy
✗ Whistleblower Policy
✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School
✗ Operated a Hospital
✗ Provided First Class Travel
✗ Reported Conflict of Interest
✗ Reported Asset Diversion
✗ Excess Benefit Transaction
✗ Made Political Expenditures
✗ Engaged in Lobbying
✗ Operated Donor Advised Fund
✗ Maintained Art Collections
✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
0
$0
Total Directors
10
$0
Key Employees
1
$41,670
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
JEFFREY LEVY CEO 20.00
Key Emp
$41,670 $0 $41,670
MARTIN MARTINO BOARD MEMBER 5.00
Director
$0 $0 $0
CARLA PUGH N/A 5.00
Director
$0 $0 $0
SHARONA ROSS N/A 5.00
Director
$0 $0 $0
WILLIAM KENNEDY N/A 5.00
Director
$0 $0 $0
LAILA RASHIDI N/A 5.00
Director
$0 $0 $0
AHMED GHAZI N/A 5.00
Director
$0 $0 $0
DIMITRIOS STEFANIDIS N/A 5.00
Director
$0 $0 $0
JOHN PORTERFIELD N/A 5.00
Director
$0 $0 $0
CAITLIN HOUGHTON N/A 5.00
Director
$0 $0 $0
KEITH NAHIGIAN N/A 5.00
Director
$0 $0 $0
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2025 $76,150 $191,803 $28,899 $-115,653
2024 $243,641 $31,548 $144,552 $212,093
2023 No data $21,464 $2,028 No data
2022 $83,995 $142,393 $19,802 $-58,398
2021 $148,008 $243,389 $72,566 $-95,381
2020 $287,000 $226,991 $143,014 $60,009
2019 $229,190 $211,553 $76,929 $17,637
2018 $165,495 $278,926 $69,175 $-113,431
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