SURGO VENTURES INC: Form 990, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- SURGO VENTURES INC (EIN 84-3902140)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-08
- IRS object ID
- 202333129349304533
- Schema version
- 2022v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-08T17:08:12-06:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 410746749 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 901 NORTH GLEBE ROAD SUITE 200 | AddressLine1Txt |
| City | ARLINGTON | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22203 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 843902140 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SURGO VENTURES INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SURG | BusinessNameControlTxt |
| Phone | 2063306272 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1701 RHODE ISLAND AVENUE NW | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20036 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ZAINAB SCHWARTZ | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 2063306272 | PhoneNum |
| Signature | 2023-11-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | ZAINAB | PersonFirstNm |
| Person Last | SCHWARTZ | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ROBERT WILLIAMS | PreparerPersonNm |
| PTIN | P01345960 | PTIN |
| Phone | 5712279500 | PhoneNum |
| Preparation | 2023-11-07 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 0 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | SEMA SGAIER | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1701 RHODE ISLAND AVENUE NW | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20036 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $5,721,642 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | SURGOVENTURES.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2019 | FormationYr |
| Legal Domicile State | DE | LegalDomicileStateCd |
| Activity Or Mission | TO DEVELOP PRECISE, TARGETED, AND PRACTICAL SOLUTIONS THAT LEAD TO BETTER RESULTS AND IMPROVE PEOPLES LIVES. | ActivityOrMissionDesc |
| Contract Termination | Yes (X) | ContractTerminationInd |
| Voting Members Governing Body | 5 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 4 | VotingMembersIndependentCnt |
| Total Employee | 29 | TotalEmployeeCnt |
| Total Volunteers | 4 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $6,988,435 | PYContributionsGrantsAmt |
| CY Contributions Grants | $4,248,142 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $0 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,473,500 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $6,988,435 | PYTotalRevenueAmt |
| CY Total Revenue | $5,721,642 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $3,503,778 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $3,602,057 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $4,276,506 | PYOtherExpensesAmt |
| CY Other Expenses | $2,871,811 | CYOtherExpensesAmt |
| PY Total Expenses | $7,780,284 | PYTotalExpensesAmt |
| CY Total Expenses | $6,473,868 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$791,849 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$752,226 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $2,766,047 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,067,598 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $191,099 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $244,876 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $2,574,948 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $1,822,722 | NetAssetsOrFundBalancesEOYAmt |
| Mission | TO USE ALL THE TOOLS AVAILABLE FROM BEHAVIORAL SCIENCE, DATA SCIENCE, AND ARTIFICIAL INTELLIGENCE TO UNLOCK SOLUTIONS THAT WILL SAVE AND IMPROVE PEOPLE'S LIVES. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $5,306,498 | ExpenseAmt |
| Desc | THE ORGANIZATION IS FOCUSED ON PROVIDING AND ACHIEVING IMPROVED GLOBAL HEALTH CARE, PARTICULARLY FOCUSING ON COVID-19, HIV/AIDS, TUBERCULOSIS, MATERNAL MORTALITY, HOUSING, AND MORE. THE ORGANIZATION STRIVES ACHIEVE THIS THROUGH THE USE OF DATA ANALYTICS IN CONNECTION WITH THE MEDICAL FIELD TO HELP DEVELOP BETTER MEDICAL PRACTICES, TREATMENTS, AND ULTIMATELY CURES FOR CERTAIN MEDICAL CONDITIONS. THE RESULTS ALLOW THE ORGANIZATION TO IMPROVE THE DESIGN AND DELIVERY OF PUBLIC HEALTH AND DEVELOPMENT PROBLEMS ON A LARGE PLATFORM. | Desc |
| Total Program Service Expenses | $5,306,498 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | Yes (1) | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | 0 | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | Yes (1) | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | Yes (1) | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 16 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 29 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 5 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 4 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | 0 | WhistleblowerPolicyInd |
| Document Retention Policy | 0 | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ORGANIZATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6317962581 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1701 RHODE ISLAND AVENUE NW | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20036 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (13 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| SEMA SGAIER | ||||||||
| PRESIDENT & CEO | 40.00 | Yes (X) | Yes (X) | $326,574 | $0 | $52,410 | ||
| MALA GAONKAR | ||||||||
| CHAIRPERSON | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| MALCOLM GLADWELL | ||||||||
| MEMBER | 0.10 | Yes (X) | $0 | $0 | $0 | |||
| WILLIAM HELMAN | ||||||||
| MEMBER | 0.10 | Yes (X) | $0 | $0 | $0 | |||
| PETER PIOT | ||||||||
| MEMBER | 0.10 | Yes (X) | $0 | $0 | $0 | |||
| ZAINAB SCHWARTZ | ||||||||
| CFO | 40.00 | Yes (X) | $114,156 | $0 | $4,167 | |||
| HANNAH KEMP | ||||||||
| VP CLIENT SERVICES | 40.00 | $213,039 | $0 | $37,034 | Yes (X) | |||
| DANIELLE SCHMUTZ | ||||||||
| DIRECTOR OF OPERATIONS | 40.00 | $163,523 | $0 | $29,989 | Yes (X) | |||
| VINCENT HUANG | ||||||||
| DIRECTOR OF DATA SCICENCE & AI | 40.00 | $182,555 | $0 | $32,886 | Yes (X) | |||
| AARON DIBNER-DUNLOP | ||||||||
| SENIOR RESEARCH SCIENTIST | 40.00 | $178,160 | $0 | $33,906 | Yes (X) | |||
| NICHOLAS STEWART | ||||||||
| SENIOR RESEARCH SCIENTIST | 40.00 | $136,995 | $0 | $28,827 | Yes (X) | |||
| PULKIT AGARWAL | ||||||||
| SENIOR MANAGER CLIENT SERVICES | 40.00 | $156,243 | $0 | $10,144 | Yes (X) | |||
| THOMAS KLOTZ | ||||||||
| CHIEF OF STAFF | 40.00 | $124,253 | $0 | $8,333 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,595,498 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $237,696 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 11 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt | Address Line1ContractorAddress/ForeignAddress/AddressLine1Txt | CityContractorAddress/ForeignAddress/CityNm | CountryContractorAddress/ForeignAddress/CountryCd | Province Or StateContractorAddress/ForeignAddress/ProvinceOrStateNm |
|---|---|---|---|---|---|---|---|---|---|
| IPSOS PUBLIC AFFAIRS LLC | |||||||||
| 301 MERRITT 7 | NORWALK | CT | 06851 | SURVEY VENDORS | $481,520 | ||||
| OCORIAN LTD | |||||||||
| OUTSROUCED ACCOUNTING SERVICES FIRM | $345,491 | 26 NEW STREET | ST HELIER JERSEY | UK | |||||
| MARY'S CENTER FOR MATERNAL CHILD | |||||||||
| 2333 ONTARIO RD NW | WASHINGTON | DC | 20009 | PARTNER PAYOUT FOR UBER GRANT | $202,245 | ||||
| SWIFT HR SOLUTIONS INC | |||||||||
| 1100 BELLEVUE WAY NE STE 8-A 501 | BELLEVUE | WA | 98004 | OUTSROUCED HR SERVICES FIRM | $179,950 | ||||
| PETER SMITTENAAR | |||||||||
| INDEPENDENT CONTRACTOR - R&D SERVICES | $151,711 | 5 HOBGATE YO24 4HE | YORK | UK | ENGLAND | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 4 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $4,248,142 | AllOtherContributionsAmt |
| Total Contributions | $4,248,142 | TotalContributionsAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $1,473,500 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $0 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $1,473,500 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,473,500 | TotalRevenueColumnAmt |
| Exclusion | $1,473,500 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $5,721,642 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,473,500 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,050,720 | TotalAmt |
| Program Services | $798,547 | ProgramServicesAmt |
| Management And General | $252,173 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,260,982 | TotalAmt |
| Program Services | $1,715,729 | ProgramServicesAmt |
| Management And General | $545,253 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $39,089 | TotalAmt |
| Program Services | $29,597 | ProgramServicesAmt |
| Management And General | $9,492 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $52,325 | TotalAmt |
| Program Services | $39,697 | ProgramServicesAmt |
| Management And General | $12,628 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $198,941 | TotalAmt |
| Program Services | $151,032 | ProgramServicesAmt |
| Management And General | $47,909 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $55,838 | TotalAmt |
| Program Services | $51,409 | ProgramServicesAmt |
| Management And General | $4,429 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $266,436 | TotalAmt |
| Program Services | $245,301 | ProgramServicesAmt |
| Management And General | $21,135 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,956,890 | TotalAmt |
| Program Services | $1,778,398 | ProgramServicesAmt |
| Management And General | $178,492 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $47,126 | TotalAmt |
| Program Services | $24,625 | ProgramServicesAmt |
| Management And General | $22,501 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $295,119 | TotalAmt |
| Program Services | $266,999 | ProgramServicesAmt |
| Management And General | $28,120 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $151,189 | TotalAmt |
| Program Services | $136,070 | ProgramServicesAmt |
| Management And General | $15,119 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $76,019 | TotalAmt |
| Program Services | $69,094 | ProgramServicesAmt |
| Management And General | $6,925 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,080 | TotalAmt |
| Management And General | $20,080 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS EXPENSE | Desc |
| Total | $3,114 | TotalAmt |
| Management And General | $3,114 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,473,868 | TotalAmt |
| Program Services | $5,306,498 | ProgramServicesAmt |
| Management And General | $1,167,370 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,235,748 | BOYAmt |
| EOY | $275,312 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $515,074 | BOYAmt |
| EOY | $250,000 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,225 | BOYAmt |
| EOY | $1,542,286 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,766,047 | BOYAmt |
| EOY | $2,067,598 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $191,099 | BOYAmt |
| EOY | $244,876 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $191,099 | BOYAmt |
| EOY | $244,876 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,548,325 | BOYAmt |
| EOY | $1,021,519 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,026,623 | BOYAmt |
| EOY | $801,203 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,574,948 | BOYAmt |
| EOY | $1,822,722 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,766,047 | BOYAmt |
| EOY | $2,067,598 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$752,226 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | Yes (1) | AccountantCompileOrReviewInd |
Acct Compile Or Review Basis AcctCompileOrReviewBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| FS Audited | 0 | FSAuditedInd |
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | $6,402,060 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $6,988,435 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,248,142 | CurrentTaxYearAmt |
| Total | $17,638,637 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | $6,402,060 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $6,988,435 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,248,142 | CurrentTaxYearAmt |
| Total | $17,638,637 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $14,286,635 | SubstantialContributorsTotAmt |
| Public Support Total170 | $3,352,002 | PublicSupportTotal170Amt |
| Total Support | $17,638,637 | TotalSupportAmt |
| First5 Years170 | Yes (X) | First5Years170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Donor Advised Funds Held | 8 | DonorAdvisedFundsHeldCnt |
| Donor Advised Funds Contri | $4,248,142 | DonorAdvisedFundsContriAmt |
| Donor Advised Funds Grants | $3,446,940 | DonorAdvisedFundsGrantsAmt |
| Donor Advised Funds Vl EOY | $801,202 | DonorAdvisedFundsVlEOYAmt |
| Disclosed Org Leg Ctrl | Yes (1) | DisclosedOrgLegCtrlInd |
| Disclosed For Charitable Prps | Yes (1) | DisclosedForCharitablePrpsInd |
| Total Book Value Land Buildings | $0 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (3 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| OTHER ASSETS | $17,225 |
| DUE FROM SURGO HEALTH | $51,561 |
| NOTES RECEIVABLE FROM SURGO HEALTH | $1,473,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $1,542,286 | TotalBookValueOtherAssetsAmt |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | EUROPE (INCLUDING ICELAND & GREENLAND) | RegionTxt |
| Offices | 0 | OfficesCnt |
| Employee | 0 | EmployeeCnt |
| Type Of Activities Conducted | MANAGEMENT AND GENERAL SERVICE | TypeOfActivitiesConductedTxt |
| Specific Services Provided | MANAGEMENT AND GENERAL SERVICE | SpecificServicesProvidedTxt |
| Region Total Expenditures | $21,581 | RegionTotalExpendituresAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $21,581 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $21,581 | TotalSpentAmt |
| Transfer To Foreign Corp | 0 | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | 0 | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART III ACCOUNTING METHOD: | FormAndLineReferenceDesc |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (7 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| SEMA SGAIER | ||||||||||||||
| PRESIDENT & CEO | $264,167 | $0 | $62,407 | $0 | $0 | $0 | $45,251 | $0 | $7,159 | $0 | $378,984 | $0 | $0 | $0 |
| HANNAH KEMP | ||||||||||||||
| VP CLIENT SERVICES | $167,608 | $0 | $45,431 | $0 | $0 | $0 | $28,701 | $0 | $8,333 | $0 | $250,073 | $0 | $0 | $0 |
| VINCENT HUANG | ||||||||||||||
| DIRECTOR OF DATA SCICENCE & AI | $146,931 | $0 | $35,624 | $0 | $0 | $0 | $24,553 | $0 | $8,333 | $0 | $215,441 | $0 | $0 | $0 |
| AARON DIBNER-DUNLOP | ||||||||||||||
| SENIOR RESEARCH SCIENTIST | $150,543 | $0 | $27,617 | $0 | $0 | $0 | $25,573 | $0 | $8,333 | $0 | $212,066 | $0 | $0 | $0 |
| DANIELLE SCHMUTZ | ||||||||||||||
| DIRECTOR OF OPERATIONS | $129,436 | $0 | $34,087 | $0 | $0 | $0 | $21,656 | $0 | $8,333 | $0 | $193,512 | $0 | $0 | $0 |
| PULKIT AGARWAL | ||||||||||||||
| SENIOR MANAGER CLIENT SERVICES | $140,899 | $0 | $15,344 | $0 | $0 | $0 | $1,811 | $0 | $8,333 | $0 | $166,387 | $0 | $0 | $0 |
| NICHOLAS STEWART | ||||||||||||||
| SENIOR RESEARCH SCIENTIST | $118,941 | $0 | $18,054 | $0 | $0 | $0 | $20,494 | $0 | $8,333 | $0 | $165,822 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 3 | FormAndLineReferenceDesc |
| Explanation | REVIEW AND APPROVAL BY INDEPENDENT PERSONS: THE CHAIRPERSON OF SVI WILL SIGN OFF ON THE CEO COMPENSATION. COMPARABILITY DATA: THE COMPENSATION COMMITTEE LLC WAS HIRED TO CONDUCT A DEEP MARKET STUDY INCLUDING, BASE PAY, STRUCTURE, CAREER DEVELOPMENT, PLACEMENT, AND RECOMMENDATIONS ON CHANGES. BASED ON THIS DETAILED REPORT, COMPENSATION IS DETERMINED. THIS REPORT IS VALID FOR 3 YEARS. | ExplanationTxt |
Schedule N IRS990ScheduleN
Disposition Of Assets Detail DispositionOfAssetsDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Assets Distri Or Expnss Paid | INTANGIBLE ASSETS | AssetsDistriOrExpnssPaidDesc |
| Distribution | 2022-11-01 | DistributionDt |
| Fair Market Value Of Asset | $1,473,500 | FairMarketValueOfAssetAmt |
| Method Of FMV Determination | APPRAISAL | MethodOfFMVDeterminationTxt |
| EIN | 883366140 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SURGO HEALTH PBC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1701 RHODE ISLAND AVENUE NW | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20036 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRC Section | C CORPORATION | IRCSectionTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Director Of Successor2 | Yes (1) | DirectorOfSuccessor2Ind |
| Employee Of Successor2 | Yes (1) | EmployeeOfSuccessor2Ind |
| Owner Of Successor2 | Yes (1) | OwnerOfSuccessor2Ind |
| Receive Compensation2 | 0 | ReceiveCompensation2Ind |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART II, LINE 2E: | PERSON(S) INVOLVED: THE CEO AND ALL SURGO VENTURES INC. EMPLOYEES WERE TERMINATED AND THEY WERE ALL HIRED BY SURGO HEALTH P.B.C. |
| PART II, LINE 2E: | EXPLANATION OF INVOLVEMENT: THE CEO AND ALL SURGO VENTURES INC. EMPLOYEES WERE TERMINATED AND THEY WERE ALL HIRED BY SURGO HEALTH P.B.C. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | ALL BOARD MEMBERS REVIEW FORM 990 EITHER AT A BOARD MEETING OR THROUGH EMAIL, PRIOR TO SUBMISSION. |
| FORM 990, PART VI, SECTION B, LINE 12C | PRIOR WRITTEN APPROVAL BY THE EXECUTIVE DIRECTOR IS REQUIRED FOR AN EMPLOYEE TO ENGAGE IN AN ACTIVITY THAT MAY PRESENT AN ACTUAL OR POTENTIAL CONFLICT. |
| FORM 990, PART VI, SECTION B, LINE 15 | REVIEW AND APPROVAL BY INDEPENDENT PERSONS: THE CHAIRPERSON OF SVI WILL SIGN OFF ON THE CEO COMPENSATION. THE COMPENSATION OF THE OTHER KEY EMPLOYEES IS REVIEWED AND SIGNED OFF ON BY THE CEO. COMPARABILITY DATA: THE COMPENSATION COMMITTEE LLC WAS HIRED TO CONDUCT A DEEP MARKET STUDY ON 21 JOBS INCLUDING, BASE PAY, STRUCTURE, CAREER DEVELOPMENT, PLACEMENT, AND RECOMMENDATIONS ON CHANGES. BASED ON THIS DETAILED REPORT, COMPENSATION IS DETERMINED. THIS REPORT IS VALID FOR 3 YEARS. CONTEMPORANEOUS SUBSTANTIATION OF THE DELIBERATION AND DECISION: ALL DECISIONS ARE WELL DOCUMENTED IN EITHER WRITTEN AGREEMENTS LIKE BOARD RESOLUTION FOR THE CEO COMPENSATION OR OFFERS OF EMPLOYMENT TO CANDIDATES AND THEN EMPLOYMENT AGREEMENTS. |
| FORM 990, PART VI, SECTION C, LINE 19 | ALL POLICIES / DOCUMENTS THAT ARE REQUIRED TO BE PROVIDED TO THE PUBLIC ARE AVAILABLE UPON FORMAL REQUEST. |
| FORM 990, PART IX, LINE 11G | CONSULTING: PROGRAM SERVICE EXPENSES 378,766. MANAGEMENT AND GENERAL EXPENSES 154,799. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 533,565. PARTNER PRORAM COSTS: PROGRAM SERVICE EXPENSES 384,710. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 384,710. SURVEYS: PROGRAM SERVICE EXPENSES 506,904. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 506,904. PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 508,018. MANAGEMENT AND GENERAL EXPENSES 23,693. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 531,711. |
| FORM 990, PART XII, LINE 2C: | UTILIZE TOOLS AVAILABLE TO UNLOCK SOLUTIONS THAT WILL SAVE AND IMPROVE PEOPLES LIVES. |
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