SURGE INSTITUTE
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Cite this
Plain text SURGE INSTITUTE. furp.org, nonprofit organization profile, tax years 2015–2024. https://furp.org/org/surge-institute-471995566. Retrieved 2026-11-11.
APA furp.org. (n.d.). SURGE INSTITUTE [Nonprofit organization profile; tax years 2015–2024]. Retrieved November 11, 2026, from https://furp.org/org/surge-institute-471995566
MLA “SURGE INSTITUTE.” furp.org, tax years 2015–2024, https://furp.org/org/surge-institute-471995566. Accessed 11 Nov. 2026.
Retrieved 2026-11-11; covers tax years 2015–2024. Data: furp.org (index © the FURP Alliance; the records are public domain).
2024 · Form 990 · revenue $6.0M · expenses $8.2M · assets $10.0M
- EIN
- 47-1995566
- Address
- 2045 W GRAND AVE STE B PMB 63441, CHICAGO, IL 60612-1577
- Website
- WWW.SURGEINSTITUTE.ORG
- NTEE code
- B99 Education N.E.C. (Education) published (IRS Business Master File)
- Exempt type
- 501(c)(3): charitable, religious, educational, scientific or literary (corporation)
- Ruling date
- March 2015 (when the IRS recognized its exemption)
- IRS status
- Exempt (unconditional) (IRS Business Master File) IRS data ↗
- Tax-deductible donations
- Yes: listed in IRS Publication 78 (public charity) Pub 78 ↗
- Foundation status
- Public charity supported by the public (170(b)(1)(a)(vi))
- Cross-check
- ProPublica Nonprofit Explorer
Mission
THE SURGE INSTITUTE ("SURGE"), IS AN ILLINOIS NOT-FOR-PROFIT CORPORATION THAT WAS FOUNDED IN OCTOBER 2014 IN RESPONSE TO THE DEARTH OF LEADERSHIP OF COLOR AT THE DECISION-MAKING TABLES WITHIN EDUCATION. SURGE PROVIDES LEADERSHIP DEVELOPMENT RESOURCES TO INSTITUTIONS AND INDIVIDUALS TO CREATE A PIPELINE OF DIVERSE LEADERS IN EDUCATION.
Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).
People paid by the organization
16 people paid across every filing: current people first, then by total pay from this organization. Organizations counts every nonprofit each person appears on.
| Name | Latest title | Years | Latest year pay | Total pay from here | Organizations |
|---|---|---|---|---|---|
| Carmita Semaan | FOUNDER AND CEO | 2016-2024 | $387,413 | $2,637,304 | 2 |
| William Collins | CHIEF EXTERNAL AFFAIRS OFFICER | 2021-2024 | $260,866 | $1,027,609 | 1 |
| Janaia Nash | CHIEF PROGRAM OFFICER | 2022-2024 | $204,879 | $469,362 | 1 |
| Tarashaun Cain | EXECUTIVE DIRECTOR, BPN | 2022-2024 | $135,541 | $432,872 | 1 |
| Andrea Evans | EXECUTIVE DIRECTOR, ACADEMY | 2022-2024 | $139,837 | $423,157 | 1 |
| Tiara Wheatley | VP ALUMNI IMPACT | 2023-2024 | $130,361 | $284,517 | 1 |
| Ulric Shannon | EXECUTIVE DIRECTOR, CHICAGO | 2024 | $126,301 | $126,301 | 2 |
| Shana Alfaro (former) | COO (THRU 6/24) | 2021-2023 | $309,091 | $750,624 | 1 |
| Tamara Prather (former) | EXECUTIVE DIRECTOR, CHICAGO (THRU 10/23) | 2021-2023 | $128,330 | $438,504 | 1 |
| Yvonne Rodriguez (former) | DIRECTOR, NATIONAL PROGRAM TALENT | 2021-2023 | $152,548 | $436,276 | 1 |
| Aeriell Robinson (former) | CHIEF OF STAFF UNTIL 6/2/23 | 2022 | $189,448 | $189,448 | 1 |
| Carmita Vaughan (former) | President | 2015 | $180,751 | $180,751 | 2 |
| Michelle Seijas (former) | EXECUTIVE DIRECTOR, OAKLAND | 2021 | $146,131 | $146,131 | 1 |
| Erica Harris (former) | Vice President of Programs | 2015 | $139,695 | $139,695 | 1 |
| Cecily Hensler (former) | PROGRAM DIRECTOR, CHICAGO | 2021 | $120,887 | $120,887 | 1 |
| Christopher Paicely (former) | VP OF MARKETING STRATEGY | 2021 | $113,078 | $113,078 | 1 |
Officers and directors, no compensation reported
12 people listed on the returns with $0 (or no amount) in every compensation column: current people first. Hours are as filed on the latest return each person appears on.
| Name | Latest title | Years | Hrs/wk (latest) | Compensation | Organizations |
|---|---|---|---|---|---|
| Darryl Cobb | BOARD CHAIR | 2015-2024 | 2 | $0 reported | 1 |
| Paula Sneed | BOARD TREASURER | 2016-2024 | 2 | $0 reported | 1 |
| Jean Claude Brizard | BOARD MEMBER | 2016-2024 | 2 | $0 reported | 1 |
| Ana Martinez Shropshire | BOARD MEMBER | 2020-2024 | 2 | $0 reported | 1 |
| Margarita Florez Vasconcelos | BOARD MEMBER | 2020-2024 | 2 | $0 reported | 1 |
| Maria Heredia | BOARD MEMBER | 2023-2024 | 2 | $0 reported | 1 |
| Max Polaner | BOARD MEMBER | 2024 | 2 | $0 reported | 1 |
| Teresa Ward-Maupin Thru 824 | BOARD MEMBER | 2024 | 2 | $0 reported | 1 |
| Alex Cantu | COO (AS OF 01/25) | 2024 | 40 | $0 reported | 1 |
| Teresa Ward-Maupin (former) | BOARD MEMBER | 2023 | 2 | $0 reported | 1 |
| Nneka Rimmer (former) | Board Treasurer | 2015-2016 | 2 | $0 reported | 2 |
| Kaya Henderson (former) | Board Secretary | 2015 | 2 | $0 reported | 1 |
People by year
2024 · 16 people listed · 7 paid, $1.4M · 30 employees · 7 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| CARMITA SEMAAN | FOUNDER AND CEO | 40 | $373,137 | $0 | $14,276 | $387,413 | 2 |
| WILLIAM COLLINS | CHIEF EXTERNAL AFFAIRS OFFICER | 40 | $244,535 | $0 | $16,331 | $260,866 | 1 |
| JANAIA NASH | CHIEF PROGRAM OFFICER | 40 | $189,600 | $0 | $15,279 | $204,879 | 1 |
| ANDREA EVANS | EXECUTIVE DIRECTOR, ACADEMY | 40 | $129,395 | $0 | $10,442 | $139,837 | 1 |
| TARASHAUN CAIN | EXECUTIVE DIRECTOR, BPN | 40 | $120,350 | $0 | $15,191 | $135,541 | 1 |
| TIARA WHEATLEY | VP ALUMNI IMPACT | 40 | $119,809 | $0 | $10,552 | $130,361 | 1 |
| ULRIC SHANNON | EXECUTIVE DIRECTOR, CHICAGO | 40 | $116,783 | $0 | $9,518 | $126,301 | 2 |
| DARRYL COBB | BOARD CHAIR | 2 | $0 | $0 | $0 | $0 | 1 |
| PAULA SNEED | BOARD TREASURER | 2 | $0 | $0 | $0 | $0 | 1 |
| JEAN CLAUDE BRIZARD | BOARD MEMBER | 2 | $0 | $0 | $0 | $0 | 1 |
| MARGARITA FLOREZ VASCONCELOS | BOARD MEMBER | 2 | $0 | $0 | $0 | $0 | 1 |
| MARIA HEREDIA | BOARD MEMBER | 2 | $0 | $0 | $0 | $0 | 1 |
| ANA MARTINEZ SHROPSHIRE | BOARD MEMBER | 2 | $0 | $0 | $0 | $0 | 1 |
| MAX POLANER | BOARD MEMBER | 2 | $0 | $0 | $0 | $0 | 1 |
| TERESA WARD-MAUPIN THRU 824 | BOARD MEMBER | 2 | $0 | $0 | $0 | $0 | 1 |
| ALEX CANTU | COO (AS OF 01/25) | 40 | $0 | $0 | $0 | $0 | 1 |
2023 · 16 people listed · 9 paid, $2.0M · 29 employees · 7 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| CARMITA SEMAAN | FOUNDER AND PRESIDENT | 40 | $389,407 | $0 | $2,781 | $392,188 | 2 |
| WILLIAM COLLINS | CHIEF ADVANCEMENT OFFICER | 40 | $290,340 | $0 | $19,877 | $310,217 | 1 |
| SHANA ALFARO | COO (THRU 6/24) | 40 | $277,201 | $0 | $31,890 | $309,091 | 1 |
| JANAIA NASH | CHIEF PROGRAM OFFICER | 40 | $200,625 | $0 | $14,367 | $214,992 | 1 |
| TARASHAUN CAIN | EXECUTIVE DIRECTOR, BPN | 40 | $150,559 | $0 | $15,430 | $165,989 | 1 |
| ANDREA EVANS | EXECUTIVE DIRECTOR, ACADEMY | 40 | $147,507 | $0 | $9,683 | $157,190 | 1 |
| TIARA WHEATLEY | VP ALUMNI IMPACT | 40 | $144,782 | $0 | $9,374 | $154,156 | 1 |
| YVONNE RODRIGUEZ | DIRECTOR, NATIONAL PROGRAM TALENT | 40 | $136,607 | $0 | $15,941 | $152,548 | 1 |
| TAMARA PRATHER | EXECUTIVE DIRECTOR, CHICAGO (THRU 10/23) | 40 | $115,925 | $0 | $12,405 | $128,330 | 1 |
| DARRYL COBB | BOARD CHAIR | 2 | $0 | $0 | $0 | $0 | 1 |
| PAULA SNEED | BOARD TREASURER | 2 | $0 | $0 | $0 | $0 | 1 |
| JEAN CLAUDE BRIZARD | BOARD MEMBER | 2 | $0 | $0 | $0 | $0 | 1 |
| ANA MARTINEZ SHROPSHIRE | BOARD MEMBER | 2 | $0 | $0 | $0 | $0 | 1 |
| MARGARITA FLOREZ VASCONCELOS | BOARD MEMBER | 2 | $0 | $0 | $0 | $0 | 1 |
| MARIA HEREDIA | BOARD MEMBER | 2 | $0 | $0 | $0 | $0 | 1 |
| TERESA WARD-MAUPIN | BOARD MEMBER | 2 | $0 | $0 | $0 | $0 | 1 |
2022 · 14 people listed · 9 paid, $1.8M · 32 employees · 5 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| CARMITA SEMAAN | FOUNDER AND PRESIDENT | 40 | $384,451 | $0 | $8,940 | $393,391 | 2 |
| SHANA ALFARO | COO | 40 | $247,839 | $0 | $35,597 | $283,436 | 1 |
| WILLIAM COLLINS | CHIEF ADVANCEMENT OFFICER | 40 | $258,330 | $0 | $24,007 | $282,337 | 1 |
| AERIELL ROBINSON | CHIEF OF STAFF UNTIL 6/2/23 | 40 | $175,306 | $0 | $14,142 | $189,448 | 1 |
| TAMARA PRATHER | EXEC DIRECTOR, CHICAGO | 40 | $151,247 | $0 | $14,920 | $166,167 | 1 |
| YVONNE RODRIGUEZ | PROGRAM DIRECTOR, OAKLAND | 40 | $139,988 | $0 | $19,887 | $159,875 | 1 |
| TARASHAUN CAIN | EXECUTIVE DIRECTOR, BPN | 40 | $119,250 | $0 | $12,092 | $131,342 | 1 |
| ANDREA EVANS | EXECUTIVE DIRECTOR, ACADEMY | 40 | $121,430 | $0 | $4,700 | $126,130 | 1 |
| JANAIA NASH | CHIEF PROGRAM OFFICER AS OF 10/3/22 | 40 | $48,629 | $0 | $862 | $49,491 | 1 |
| DARRYL COBB | BOARD CHAIR | 2 | $0 | $0 | $0 | $0 | 1 |
| PAULA SNEED | BOARD TREASURER | 2 | $0 | $0 | $0 | $0 | 1 |
| JEAN CLAUDE BRIZARD | BOARD MEMBER | 2 | $0 | $0 | $0 | $0 | 1 |
| ANA MARTINEZ SHROPSHIRE | BOARD MEMBER | 2 | $0 | $0 | $0 | $0 | 1 |
| MARGARITA FLOREZ VASCONCELOS | BOARD MEMBER | 2 | $0 | $0 | $0 | $0 | 1 |
2021 · 13 people listed · 8 paid, $1.2M · 22 employees · 5 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| CARMITA SEMAAN | FOUNDER AND PRESIDENT | 40 | $265,000 | $0 | $0 | $265,000 | 2 |
| WILLIAM COLLINS | CHIEF ADVANCEMENT OFFICER | 40 | $161,738 | $0 | $12,451 | $174,189 | 1 |
| SHANA ALFARO | COO | 40 | $151,032 | $0 | $7,065 | $158,097 | 1 |
| MICHELLE SEIJAS | EXECUTIVE DIRECTOR, OAKLAND | 40 | $142,129 | $0 | $4,002 | $146,131 | 1 |
| TAMARA PRATHER | EXECUTIVE DIRECTOR, CHICAGO | 40 | $137,807 | $0 | $6,200 | $144,007 | 1 |
| YVONNE RODRIGUEZ | PROGRAM DIRECTOR, OAKLAND | 40 | $113,390 | $0 | $10,463 | $123,853 | 1 |
| CECILY HENSLER | PROGRAM DIRECTOR, CHICAGO | 40 | $113,678 | $0 | $7,209 | $120,887 | 1 |
| CHRISTOPHER PAICELY | VP OF MARKETING STRATEGY | 40 | $106,802 | $0 | $6,276 | $113,078 | 1 |
| DARRYL COBB | BOARD CHAIR | 2 | $0 | $0 | $0 | $0 | 1 |
| PAULA SNEED | BOARD TREASURER | 2 | $0 | $0 | $0 | $0 | 1 |
| JEAN CLAUDE BRIZARD | BOARD MEMBER | 2 | $0 | $0 | $0 | $0 | 1 |
| ANA MARTINEZ SHROPSHIRE | BOARD MEMBER | 2 | $0 | $0 | $0 | $0 | 1 |
| MARGARITA FLOREZ VASCONCELOS | BOARD MEMBER | 2 | $0 | $0 | $0 | $0 | 1 |
2020 · 6 people listed · 1 paid, $259K · 18 employees · 5 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| Carmita Semaan | Founder and President | 40 | $259,250 | $0 | $0 | $259,250 | 2 |
| Darryl Cobb | Board Chair | 2 | $0 | $0 | $0 | $0 | 1 |
| Paula Sneed | Board Treasurer | 2 | $0 | $0 | $0 | $0 | 1 |
| Jean Claude Brizard | Board Member | 2 | $0 | $0 | $0 | $0 | 1 |
| Ana Martinez Shropshire | Board Member | 2 | $0 | $0 | $0 | $0 | 1 |
| Margarita Florez Vasconcelos | Board Member | 2 | $0 | $0 | $0 | $0 | 1 |
2019 · 4 people listed · 1 paid, $256K · 18 employees · 3 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| Carmita Semaan | Founder and President | 40 | $256,250 | $0 | $0 | $256,250 | 2 |
| Darryl Cobb | Board Chair | 2 | $0 | $0 | $0 | $0 | 1 |
| Paula Sneed | Board Treasurer | 2 | $0 | $0 | $0 | $0 | 1 |
| Jean Claude Brizard | Board Member | 2 | $0 | $0 | $0 | $0 | 1 |
2018 · 4 people listed · 1 paid, $244K · 18 employees · 3 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| Carmita Semaan | Founder and President | 40 | $244,020 | $0 | $0 | $244,020 | 2 |
| Darryl Cobb | Board Chair | 2 | $0 | $0 | $0 | $0 | 1 |
| Paula Sneed | Board Treasurer | 2 | $0 | $0 | $0 | $0 | 1 |
| Jean Claude Brizard | Board Member | 2 | $0 | $0 | $0 | $0 | 1 |
2017 · 4 people listed · 1 paid, $220K · 12 employees · 3 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| Carmita Semaan | Founder and President | 40 | $219,667 | $0 | $0 | $219,667 | 2 |
| Darryl Cobb | Board Chair | 2 | $0 | $0 | $0 | $0 | 1 |
| Paula Sneed | Board Treasurer | 2 | $0 | $0 | $0 | $0 | 1 |
| Jean Claude Brizard | Board Member | 2 | $0 | $0 | $0 | $0 | 1 |
2016 · 5 people listed · 1 paid, $220K · 7 employees · 4 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| Carmita Semaan | Founder and President | 40 | $220,125 | $0 | $0 | $220,125 | 2 |
| Darryl Cobb | Board Chair | 2 | $0 | $0 | $0 | $0 | 1 |
| Nneka Rimmer | Board Treasurer | 2 | $0 | $0 | $0 | $0 | 2 |
| Jean Claude Brizard | Board Member | 2 | $0 | $0 | $0 | $0 | 1 |
| Paula Sneed | Board Member | 2 | $0 | $0 | $0 | $0 | 1 |
2015 · 5 people listed · 2 paid, $320K · 3 employees · 3 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| Carmita Vaughan | President | 40 | $180,751 | $0 | $0 | $180,751 | 2 |
| Erica Harris | Vice President of Programs | 40 | $139,695 | $0 | $0 | $139,695 | 1 |
| Darryl Cobb | Board Chair | 2 | $0 | $0 | $0 | $0 | 1 |
| Kaya Henderson | Board Secretary | 2 | $0 | $0 | $0 | $0 | 1 |
| Nneka Rimmer | Board Treasurer | 2 | $0 | $0 | $0 | $0 | 2 |
Highest-paid independent contractors
2024 · 5 contractors · $980K
| Name | Location | Service | Paid |
|---|---|---|---|
| ORBITAL SOCKET | HUNTERSVILLE, NC | MARKETING CONSULTANT | $398,945 |
| EGUIDE TECH ALLIES | CHICAGO, IL | IT CONSULTING | $197,091 |
| BLUE SEATS CONSULTING | NEOLA, IA | INTERIM COO AND STRATEGIC PLANNING | $137,589 |
| JMC CONSULTING FIRM | TULSA, OK | EVALUATION SERVICES | $135,000 |
| MYWHY AGENCY | CHICAGO, IL | MARKETING CONSULTANT | $111,443 |
2023 · 3 contractors · $367K
| Name | Location | Service | Paid |
|---|---|---|---|
| MYWHY AGENCY | CHICAGO, IL | MARKETING CONSULTANT | $135,769 |
| ORBITAL SOCKET | HUNTERSVILLE, NC | MARKETING CONSULTANT | $125,124 |
| MELORIE MASACUPAN | CHICAGO, IL | CONSULTING SERVICES | $106,240 |
2022 · 1 contractor · $130K
| Name | Location | Service | Paid |
|---|---|---|---|
| MICHELLE SEIJAS | LOS ANGELES, CA | CONSULTING SERVICES | $129,875 |
2021 · 1 contractor · $190K
| Name | Location | Service | Paid |
|---|---|---|---|
| BLUE SEATS CONSULTING | NEOLA, IA | CONSULTING SERVICES | $189,852 |
2020 · 1 contractor · $180K
| Name | Location | Service | Paid |
|---|---|---|---|
| Blue Seats Consulting | Neola, IA | Consulting Services | $180,000 |
2019 · 1 contractor · $113K
| Name | Location | Service | Paid |
|---|---|---|---|
| Blue Seats Consulting | Neola, IA | Consulting Services | $112,915 |
2018 · 1 contractor · $113K
| Name | Location | Service | Paid |
|---|---|---|---|
| Blue Seats Consulting | Neola, IA | Consulting Services | $112,915 |
2017 · 1 contractor · $120K
| Name | Location | Service | Paid |
|---|---|---|---|
| Mission Measurement Corp | Chicago, IL | Consulting Services | $120,000 |
2016 · 2 contractors · $271K
| Name | Location | Service | Paid |
|---|---|---|---|
| Kali Patrice | Chicago, IL | Marketing and Branding | $164,716 |
| Blue Seats Consulting | Underwood, IA | Program Design and Operations Consulting | $106,421 |
Paid as a vendor by
Other organizations that listed this one among their highest-paid independent contractors. Contractor lists give no EIN, so these are matched on name and address; check the filing.
| Year | Paid by | Service | Paid | Filing |
|---|---|---|---|---|
| 2024 | OPPORTUNITY 180 | EXTERNAL TECHNICAL ASSISTANCE | $200,250 | view vendor page |
| 2023 | OPPORTUNITY 180 | FELLOWSHIP | $200,000 | view vendor page |
| 2021 | THE MIND TRUST INC | CONSULTING | $350,000 | view vendor page |
Who gave
Contributor names are not public for this form type.
Public charities filing Form 990 or 990-EZ report large donors on Schedule B, but the IRS withholds their names and addresses from public copies. Private foundations (990-PF) are different: their contributors are public.
Finances
Newest first. Each filing: its name on one row, its figures on the row beneath. Greyed filings are superseded by a later return for the same period and are left out everywhere else on this page.
| Revenue | Expenses | Assets | Net assets | Contributions | Program revenue | Officer pay | Employees | Volunteers |
|---|---|---|---|---|---|---|---|---|
| 2024 · Form 990 | ||||||||
| $5,977,419 | $8,222,735 | $10,035,860 | $9,890,348 | $4,346,758 | $1,167,447 | $1,100,650 | 30 | 7 |
| 2023 · Form 990 | ||||||||
| $8,068,241 | $7,024,291 | $12,434,892 | $12,112,856 | $6,046,810 | $1,612,773 | $1,247,258 | 29 | 7 |
| 2022 · Form 990 | ||||||||
| $3,927,387 | $7,575,402 | $11,281,833 | $11,027,347 | $2,236,882 | $1,616,628 | $1,232,973 | 32 | 5 |
| 2021 · Form 990 | ||||||||
| $13,753,598 | $4,766,410 | $15,018,896 | $14,678,707 | $12,182,544 | $1,560,596 | $776,261 | 22 | 5 |
| 2020 · Form 990 | ||||||||
| $6,811,367 | $3,810,460 | $5,938,296 | $5,730,660 | $6,722,728 | $85,106 | $253,000 | 18 | 5 |
| 2019 · Form 990 | ||||||||
| $3,313,722 | $3,607,727 | $2,808,672 | $2,428,075 | $3,214,795 | $89,907 | $262,500 | 18 | 3 |
| 2018 · Form 990 | ||||||||
| $4,104,702 | $3,591,356 | $2,828,670 | $2,736,750 | $3,699,002 | $404,195 | $1,387,135 | 18 | 3 |
| 2017 · Form 990 | ||||||||
| $2,226,981 | $1,986,056 | $2,301,938 | $2,223,404 | $2,136,757 | $88,878 | $222,541 | 12 | 3 |
| 2016 · Form 990 | ||||||||
| $1,636,776 | $1,664,157 | $2,008,467 | $1,982,479 | $1,567,894 | $68,364 | $218,751 | 7 | 4 |
| 2015 · Form 990 | ||||||||
| $2,448,127 | $1,049,868 | $2,073,920 | $2,009,860 | $2,411,732 | $36,349 | $180,752 | 3 | 3 |
Connected to
Organizations that list some of the same people on their returns (officers, directors, key employees on this organization’s latest return), and related organizations it lists on Schedule R.
- ACADEMY FOR URBAN SCHOOL LEADERSHIP Chicago, IL · 2 people in common (Carmita Semaan, Ulric Shannon)
Funders of this organization
65 grantors reported grants to this organization, $30,127,020 in all, tax years 2015 to 2025; the 25 largest shown (all 65). Exact: the grantor wrote this organization's EIN. Fuzzy: the grantor wrote only a name (foundations' 990-PF has no EIN field), matched to the same or a near-identical name in the same state; the name as filed is shown. From the latest return for each grantor and year, so amended returns aren't counted twice. CSV
| Grantor | Total given | Grants | Latest year's amount | Latest year | Years given | Type | Match | Grants |
|---|---|---|---|---|---|---|---|---|
| THE CHICAGO COMMUNITY TRUST | $5,000,000 | 1 | $5,000,000 | 2021 | 2021 | DAF sponsor | Exact | show |
| SILICON VALLEY COMMUNITY FOUNDATION | $3,440,000 | 4 | $25,000 | 2024 | 2017, 2019-2020, 2024 | DAF sponsor | Exact | show |
| WALTON FAMILY FOUNDATION INC | $3,200,000 | 4 | $800,000 | 2024 | 2021-2024 | Private foundation | Fuzzy filed as “Surge Institute” | show |
| CHAN ZUCKERBERG INITIATIVE FOUNDATION | $3,000,000 | 3 | $1,000,000 | 2024 | 2022-2024 | Private foundation | Fuzzy filed as “SURGE INSTITUTE” | show |
| MARGULF FOUNDATION | $2,002,600 | 13 | $260,000 | 2024 | 2018-2024 | Private foundation | Fuzzy filed as “SURGE INSTITUTE” | show |
| CARNEGIE CORPORATION OF NEW YORK | $1,550,000 | 6 | $166,700 | 2024 | 2019-2022, 2024 | Private foundation | Fuzzy filed as “Surge Institute”, “SURGE INSTITUTE” | show |
| NEW PROFIT INC | $1,175,000 | 4 | $375,000 | 2025 | 2017, 2023-2025 | Public charity | Exact | show |
| EDUCATION FORWARD DC | $1,050,000 | 5 | $50,000 | 2024 | 2020-2024 | Public charity | Exact | show |
| CHARLES AND HELEN SCHWAB FOUNDATION | $850,000 | 6 | $250,000 | 2024 | 2019-2024 | Private foundation | Fuzzy filed as “Surge Institute” | show |
| MICHIGAN EDUCATOR WORKFORCE INITIATIVE | $781,000 | 2 | $400,000 | 2024 | 2023-2024 | Public charity | Exact | show |
| ARIE AND IDA CROWN MEMORIAL | $750,000 | 6 | $150,000 | 2024 | 2020-2024 | Private foundation | Fuzzy filed as “SURGE INSTITUTE” | show |
| W K KELLOGG FOUNDATION | $625,000 | 4 | $75,000 | 2024 | 2020-2022, 2024 | Private foundation | Fuzzy filed as “SURGE INSTITUTE” | show |
| DENVER FOUNDATION | $554,900 | 7 | $75,000 | 2024 | 2018-2024 | DAF sponsor | Exact | show |
| FIDELITY FOUNDATION | $550,000 | 2 | $350,000 | 2024 | 2023-2024 | Private foundation | Fuzzy filed as “SURGE INSTITUTE” | show |
| NEW SCHOOLS FUND | $474,950 | 4 | $215,000 | 2020 | 2015, 2017-2018, 2020 | Public charity | Exact | show |
| BLOOMBERG FAMILY FOUNDATION INC | $350,000 | 2 | $150,000 | 2022 | 2021-2022 | Private foundation | Fuzzy filed as “SURGE INSTITUTE” | show |
| JEWISH COMMUNAL FUND | $300,000 | 2 | $150,000 | 2024 | 2023-2024 | DAF sponsor | Exact | show |
| LLOYD A FRY FOUNDATION | $300,000 | 6 | $50,000 | 2024 | 2017, 2020-2024 | Private foundation | Fuzzy filed as “Surge Institute”, “SURGE INSTITUTE” | show |
| EWING MARION KAUFFMAN FOUNDATION | $300,000 | 2 | $150,000 | 2022 | 2021-2022 | Private foundation | Fuzzy filed as “SURGE INSTITUTE” | show |
| RAIKES FOUNDATION | $300,000 | 2 | $150,000 | 2022 | 2021-2022 | Private foundation | Fuzzy filed as “SURGE INSTITUTE” | show |
| KOSHLAND FOUNDATION | $300,000 | 3 | $100,000 | 2020 | 2018-2020 | Private foundation | Fuzzy filed as “SURGE INSTITUTE” | show |
| DONOR ADVISED CHARITABLE GIVING | $267,720 | 6 | $52,180 | 2024 | 2017-2018, 2021-2024 | DAF sponsor | Exact | show |
| FIDELITY INVESTMENTS CHARITABLE GIFT FUND | $250,700 | 3 | $28,500 | 2024 | 2022-2024 | DAF sponsor | Exact | show |
| Startup Education | $250,000 | 1 | $250,000 | 2016 | 2016 | Public charity | Exact | show |
| GREATER KANSAS CITY COMMUNITY FOUNDATION | $240,922 | 1 | $240,922 | 2019 | 2019 | DAF sponsor | Exact | show |
Nearby + Similar BETA
Organizations like this one: what they do and who they are linked to
Same category: NTEE code and revenue
Ranked without any AI: same NTEE code first, then the same NTEE group; then revenue within 2x, 5x or 10x; then the same state; then similar name and mission text. NTEE: the IRS’s code when it lists one, otherwise FURP’s inferred code. Same state only · More (100)
| Organization | State | NTEE | Latest revenue | Latest expenses | Top-paid title | Top pay | Why similar |
|---|---|---|---|---|---|---|---|
| THE LAURASIAN INSTITUTION INC | IL | B99 | $4,103,744 | $3,992,806 | PRESIDENT & CEO | $203,878 | Same NTEE code B99, revenue within 2x, same state |
| SPERTUS INSTITUTE FOR JEWISH LEARNING AND LEADERSHIP | IL | B99 | $7,013,386 | $7,409,539 | PRESIDENT AND CEO | $403,264 | Same NTEE code B99, revenue within 2x, same state |
| ILLINOIS NETWORK OF CHARTER SCHOOLS | IL | B99 | $5,600,717 | $4,906,190 | PRESIDENT | $393,655 | Same NTEE code B99, revenue within 2x, same state |
| CENTER FOR EXPANDING LEADERSHIP AND OPPORTUNITY INC | IL | B99 | $5,292,549 | $3,440,730 | CHIEF RESEARCH & DEVELOPMENT OFFICER | $226,727 | Same NTEE code B99, revenue within 2x, same state |
| DENTAL ASSISTING NATIONAL BOARD INCORPORATED | IL | B99 | $11,282,847 | $11,263,731 | Chief Executive Officer | $556,449 | Same NTEE code B99, revenue within 2x, same state |
| MIKVA CHALLENGE GRANT FOUNDATION INC | IL | B99 | $7,736,490 | $6,910,771 | CHIEF EXECUTIVE OFFICER | $218,023 | Same NTEE code B99, revenue within 2x, same state |
| FRANKLIN NEWS FOUNDATION | IL | B99 | $7,162,856 | $5,991,262 | CEO | $487,706 | Same NTEE code B99, revenue within 2x, same state |
| ORGANIZATION OF BLACK AEROSPACE PROFESSIONALS | IL | B99 | $4,348,278 | $4,049,005 | Executive Director | $128,377 | Same NTEE code B99, revenue within 2x, same state |
| IL BOARD OF ADMISSIONS TO THE BAR | IL | B99 | $4,901,098 | $4,781,851 | DIRECTOR OF ADMINISTRATION | $193,117 | Same NTEE code B99, revenue within 2x, same state |
| INTERNATIONAL UNION OF OPERATING ENGINEERS LCL 399 ED TRAINING FUND | IL | B99 | $8,220,164 | $5,138,220 | FUND ADMINISTRATOR | $244,932 | Same NTEE code B99, revenue within 2x, same state |
| BOARD OF CERTIFICATION FOR EMERGENCY NURSING | IL | B99 | $8,301,670 | $6,941,015 | CEO | $354,018 | Same NTEE code B99, revenue within 2x, same state |
| COMMUNITIES IN SCHOOLS OF CHICAGO | IL | B99 | $6,964,065 | $8,074,019 | CHIEF EXECUTIVE OFFICER | $312,248 | Same NTEE code B99, revenue within 2x, same state |
| BLOCK CLUB CHICAGO NFP | IL | B99 | $4,528,971 | $4,908,142 | DIRECTOR OF STRATEGY | $163,631 | Same NTEE code B99, revenue within 2x, same state |
| COLLEGE PREPARATORY SCHOOL OF AMERICA | IL | B99 | $6,040,403 | $4,817,134 | PRESIDENT | $0 | Same NTEE code B99, revenue within 2x, same state |
| ACCREDITATION COUNCIL FOR PHARMACY EDUCATION | IL | B99 | $7,251,207 | $5,664,609 | EXECUTIVE DIRECTOR | $459,504 | Same NTEE code B99, revenue within 2x, same state |
| COUNCIL ON TALL BUILDINGS AND URBAN HABITAT | IL | B99 | $6,496,944 | $6,810,398 | President | $640,284 | Same NTEE code B99, revenue within 2x, same state |
| THE ECONOMIC CLUB OF CHICAGO | IL | B99 | $5,603,695 | $5,901,966 | PRESIDENT AND CEO | $546,133 | Same NTEE code B99, revenue within 2x, same state |
| TWO RIVERS HEAD START AGENCY | IL | B99 | $6,526,070 | $6,265,653 | EXECUTIVE DIRECTOR | $109,473 | Same NTEE code B99, revenue within 2x, same state |
| MIDWEST ACADEMY INC | IL | B99 | $4,698,640 | $1,983,903 | Executive Dir. | $168,726 | Same NTEE code B99, revenue within 2x, same state |
| GERMAN INTERNATIONAL SCHOOL CHICAGO NFP | IL | B99 | $4,747,785 | $4,395,698 | DIRECTOR | $265,200 | Same NTEE code B99, revenue within 2x, same state |
| ONWARD NEIGHBORHOOD HOUSE | IL | B99 | $9,397,459 | $6,724,564 | EXECUTIVE DIRECTOR | $140,631 | Same NTEE code B99, revenue within 2x, same state |
| HENRYS SOBER LIVING HOUSE | IL | B99 | $4,802,825 | $1,950,741 | EXECUTIVE DIRECTOR | $241,667 | Same NTEE code B99, revenue within 2x, same state |
| OPERATING ENGINEERS APPRENTICESHIP TRUST FUND LOCAL 649 | IL | B99 | $4,099,060 | $4,166,861 | TRAINING DIRECTOR | $249,053 | Same NTEE code B99, revenue within 2x, same state |
| HENDRICK HOME FOR CHILDREN TRUST | IL | B99 | $7,792,004 | $5,957,350 | TRUSTEE | $555,959 | Same NTEE code B99, revenue within 2x, same state |
| ACCE INSTITUTE | CA | B99 | $4,452,852 | $6,713,684 | Executive Director | $111,872 | Same NTEE code B99, revenue within 2x, similar name |
Who funds organizations like this
Grantors that funded the 100 most similar organizations. Ranked by total given to them. Foundations (990-PF) and donor-advised fund sponsors only. Same matching as Funders above (by EIN, or by name for foundations).
The full list · all similar organizations
Where the money went
Every expense line on each return, biggest first: Form 990 Part IX (with its program, management and fundraising columns), 990-EZ Part I, or 990-PF Part I. Event marks lines the organization itself describes as events. “Events” in each summary adds those lines, conferences and meetings, and the direct costs of fundraising events. Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.
2024 · Form 990 · $8,222,735 spent · pay $3,478,792 · grants $0 · events $918,197
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Other salaries and wages | $1,944,441 | $1,427,746 | $360,952 | $155,743 | 23.6% | |
| Pay: officers, directors, trustees, key employees | $1,100,650 | $541,842 | $122,192 | $436,616 | 13.4% | |
| Other (as described) | DIRECT PROGRAM EXPENSES | $1,053,101 | $839,561 | $56,700 | $156,840 | 12.8% |
| Conferences, conventions and meetings | $918,197 | $847,970 | $30,202 | $40,025 | 11.2% | |
| Other (as described) | PROGRAM DESIGN AND OPER | $700,246 | $378,226 | $236,229 | $85,791 | 8.5% |
| Advertising and promotion | $659,690 | $256,183 | $317,030 | $86,477 | 8.0% | |
| Travel | $365,109 | $269,859 | $16,926 | $78,324 | 4.4% | |
| Other (as described) | MEALS AND ENTERTAINMENT | $315,118 | $244,620 | $17,408 | $53,090 | 3.8% |
| Payroll taxes | $242,982 | $149,898 | $45,611 | $47,473 | 3.0% | |
| Other (as described) | RECRUITMENT AND DEVELOP | $221,991 | $25,905 | $172,131 | $23,955 | 2.7% |
| Information technology | $161,340 | $84,605 | $50,551 | $26,184 | 2.0% | |
| Fees: accounting | $155,500 | $116,625 | $19,437 | $19,438 | 1.9% | |
| Other employee benefits | $120,073 | $83,210 | $21,834 | $15,029 | 1.5% | |
| Pension plan contributions | $70,646 | $50,047 | $13,647 | $6,952 | 0.9% | |
| Fees: other services | $47,540 | $25,643 | $13,872 | $8,025 | 0.6% | |
| Occupancy | $42,266 | $15,670 | $17,061 | $9,535 | 0.5% | |
| All other expenses | $39,086 | $16,363 | $12,043 | $10,680 | 0.5% | |
| Fees: legal | $25,312 | $18,855 | $3,314 | $3,143 | 0.3% | |
| Office expenses | $24,052 | $12,358 | $6,173 | $5,521 | 0.3% | |
| Interest | $11,430 | - | $11,430 | - | 0.1% | |
| Insurance | $3,965 | $2,974 | $495 | $496 | 0.0% | |
| Total | $8,222,735 | 100% |
2023 · Form 990 · $7,024,291 spent · pay $3,832,619 · grants $0 · events $599,659
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Other salaries and wages | $2,117,942 | $1,746,731 | $79,769 | $291,442 | 30.2% | |
| Pay: officers, directors, trustees, key employees | $1,247,258 | $747,939 | $236,351 | $262,968 | 17.8% | |
| Other (as described) | DIRECT PROGRAM EXPENSES | $680,908 | $650,481 | $29,323 | $1,104 | 9.7% |
| Other (as described) | PROGRAM DESIGN AND OPER | $645,769 | $445,140 | $121,961 | $78,668 | 9.2% |
| Conferences, conventions and meetings | $599,659 | $497,611 | $102,048 | - | 8.5% | |
| Travel | $532,138 | $436,068 | $12,230 | $83,840 | 7.6% | |
| Advertising and promotion | $319,139 | $186,008 | $119,716 | $13,415 | 4.5% | |
| Payroll taxes | $254,306 | $193,155 | $21,119 | $40,032 | 3.6% | |
| Other employee benefits | $144,055 | $124,980 | $925 | $18,150 | 2.1% | |
| Fees: accounting | $95,247 | $73,203 | $13,068 | $8,976 | 1.4% | |
| Information technology | $93,827 | $52,815 | $28,035 | $12,977 | 1.3% | |
| Other (as described) | RECRUITMENT AND DEVELOP | $71,799 | $22,424 | $34,453 | $14,922 | 1.0% |
| Pension plan contributions | $69,058 | $53,944 | $4,615 | $10,499 | 1.0% | |
| Occupancy | $47,454 | $24,508 | $14,709 | $8,237 | 0.7% | |
| Fees: other services | $26,197 | $23,336 | - | $2,861 | 0.4% | |
| All other expenses | $23,439 | $14,592 | $5,710 | $3,137 | 0.3% | |
| Office expenses | $18,958 | $7,193 | $10,706 | $1,059 | 0.3% | |
| Insurance | $14,988 | $11,167 | $2,121 | $1,700 | 0.2% | |
| Other (as described) | POSTAGE AND DELIVERY | $12,971 | $9,004 | $3,830 | $137 | 0.2% |
| Fees: legal | $9,179 | - | $9,179 | - | 0.1% | |
| Total | $7,024,291 | 100% |
2022 · Form 990 · $7,575,402 spent · pay $3,922,362 · grants $0 · events $900,524
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Other salaries and wages | $2,237,736 | $1,850,253 | $138,678 | $248,805 | 29.5% | |
| Pay: officers, directors, trustees, key employees | $1,232,973 | $794,044 | $247,590 | $191,339 | 16.3% | |
| Other (as described) | PROGRAM DESIGN AND OPER | $1,041,699 | $464,833 | $576,866 | - | 13.8% |
| Conferences, conventions and meetings | $900,524 | $814,759 | $83,376 | $2,389 | 11.9% | |
| Other (as described) | DIRECT PROGRAM EXPENSES | $524,774 | $524,774 | - | - | 6.9% |
| Travel | $442,523 | $167,295 | $275,228 | - | 5.8% | |
| Payroll taxes | $228,938 | $178,167 | $20,663 | $30,108 | 3.0% | |
| Other employee benefits | $222,715 | $198,828 | $1,122 | $22,765 | 2.9% | |
| Advertising and promotion | $202,092 | $202,092 | - | - | 2.7% | |
| Information technology | $137,434 | $71,466 | $41,230 | $24,738 | 1.8% | |
| Office expenses | $108,785 | $86,257 | $22,528 | - | 1.4% | |
| Other (as described) | RECRUITMENT AND DEVELOP | $101,234 | - | $101,234 | - | 1.3% |
| Fees: accounting | $99,048 | $66,362 | $14,857 | $17,829 | 1.3% | |
| Occupancy | $32,966 | $20,261 | $7,302 | $5,403 | 0.4% | |
| All other expenses | $16,249 | $97 | $16,152 | - | 0.2% | |
| Other (as described) | POSTAGE AND DELIVERY | $15,727 | - | $15,727 | - | 0.2% |
| Insurance | $13,052 | $10,819 | $1,489 | $744 | 0.2% | |
| Fees: legal | $9,102 | $6,098 | $1,365 | $1,639 | 0.1% | |
| Fees: other services | $7,831 | $5,247 | $1,175 | $1,409 | 0.1% | |
| Total | $7,575,402 | 100% |
2021 · Form 990 · $4,766,410 spent · pay $2,543,915 · grants $0 · events $93,477
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Other salaries and wages | $1,488,088 | $1,269,650 | $68,714 | $149,724 | 31.2% | |
| Other (as described) | PROGRAM DESIGN AND OPER | $974,072 | $479,876 | $494,196 | - | 20.4% |
| Pay: officers, directors, trustees, key employees | $776,261 | - | $552,446 | $223,815 | 16.3% | |
| Other (as described) | DIRECT PROGRAM EXPENSES | $340,889 | $340,889 | - | - | 7.2% |
| Travel | $305,502 | $172,442 | $133,060 | - | 6.4% | |
| Payroll taxes | $159,081 | $98,872 | $32,131 | $28,078 | 3.3% | |
| Information technology | $121,766 | $66,971 | $36,530 | $18,265 | 2.6% | |
| Other employee benefits | $120,485 | $103,326 | $3,580 | $13,579 | 2.5% | |
| Other (as described) | RECRUITMENT AND DEVELOP | $96,313 | - | $96,313 | - | 2.0% |
| Conferences, conventions and meetings | $93,477 | $67,617 | $25,860 | - | 2.0% | |
| Fees: accounting | $78,996 | $43,448 | $23,698 | $11,850 | 1.7% | |
| Occupancy | $77,543 | $41,355 | $20,679 | $15,509 | 1.6% | |
| Office expenses | $60,774 | $43,661 | $17,113 | - | 1.3% | |
| Advertising and promotion | $37,779 | $12,114 | $25,665 | - | 0.8% | |
| Other (as described) | POSTAGE AND DELIVERY | $15,999 | - | $15,999 | - | 0.3% |
| All other expenses | $5,857 | $1,727 | $4,130 | - | 0.1% | |
| Insurance | $5,666 | $5,263 | $403 | - | 0.1% | |
| Fees: other services | $4,893 | $2,691 | $1,468 | $734 | 0.1% | |
| Fees: legal | $2,969 | $1,633 | $891 | $445 | 0.1% | |
| Total | $4,766,410 | 100% |
2020 · Form 990 · $3,810,460 spent · pay $2,227,307 · grants $0 · events $25,457
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Other salaries and wages | $1,595,214 | $1,257,192 | $98,997 | $239,025 | 41.9% | |
| Other (as described) | Program design and operational consultants | $669,281 | $322,856 | $346,425 | $0 | 17.6% |
| Other (as described) | Direct program expense and coaching services | $418,379 | $411,202 | $7,114 | $63 | 11.0% |
| Pay: officers, directors, trustees, key employees | $253,000 | $37,950 | $215,050 | $0 | 6.6% | |
| Other employee benefits | $190,422 | $50,592 | $124,822 | $15,008 | 5.0% | |
| Payroll taxes | $125,171 | $87,714 | $21,269 | $16,188 | 3.3% | |
| Other (as described) | Charitable contributions - Covid-19 Relief | $114,880 | $114,880 | $0 | $0 | 3.0% |
| Occupancy | $105,493 | $64,055 | $39,998 | $1,440 | 2.8% | |
| Fees: accounting | $77,897 | $1,989 | $75,908 | $0 | 2.0% | |
| Pension plan contributions | $63,500 | $37,308 | $16,875 | $9,317 | 1.7% | |
| Information technology | $53,595 | $12,685 | $34,202 | $6,708 | 1.4% | |
| Office expenses | $45,176 | $8,854 | $34,551 | $1,771 | 1.2% | |
| Advertising and promotion | $27,439 | $11,400 | $16,039 | $0 | 0.7% | |
| Conferences, conventions and meetings | $25,457 | $19,251 | $6,206 | $0 | 0.7% | |
| Fees: legal | $24,982 | $0 | $24,982 | $0 | 0.7% | |
| Travel | $14,150 | $4,728 | $9,257 | $165 | 0.4% | |
| Other (as described) | Bank and service charges | $3,265 | $45 | $285 | $2,935 | 0.1% |
| Insurance | $3,054 | $0 | $3,054 | $0 | 0.1% | |
| Interest | $105 | $0 | $105 | $0 | 0.0% | |
| Total | $3,810,460 | 100% |
2019 · Form 990 · $3,607,727 spent · pay $2,163,626 · grants $0 · events $154,889
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Other salaries and wages | $1,556,363 | $1,160,747 | $222,048 | $173,568 | 43.1% | |
| Other (as described) | Program design and operations | $436,939 | $267,621 | $168,468 | $850 | 12.1% |
| Other (as described) | Program Expenses and coaching services | $365,337 | $361,496 | $3,624 | $217 | 10.1% |
| Pay: officers, directors, trustees, key employees | $262,500 | $157,500 | $52,500 | $52,500 | 7.3% | |
| Other employee benefits | $206,051 | $130,255 | $62,627 | $13,169 | 5.7% | |
| Conferences, conventions and meetings | $154,889 | $153,519 | $575 | $795 | 4.3% | |
| Travel | $143,171 | $57,899 | $64,732 | $20,540 | 4.0% | |
| Payroll taxes | $138,712 | $101,652 | $18,952 | $18,108 | 3.8% | |
| Occupancy | $115,854 | $58,617 | $51,927 | $5,310 | 3.2% | |
| Fees: accounting | $80,226 | $0 | $80,226 | $0 | 2.2% | |
| Office expenses | $39,900 | $4,402 | $32,256 | $3,242 | 1.1% | |
| Other (as described) | Charitable contributions to other nonprofits | $35,600 | $35,600 | $0 | $0 | 1.0% |
| Information technology | $26,936 | $12,964 | $12,947 | $1,025 | 0.7% | |
| Advertising and promotion | $25,941 | $484 | $24,972 | $485 | 0.7% | |
| Insurance | $8,215 | $0 | $7,546 | $669 | 0.2% | |
| Fees: legal | $8,139 | $0 | $8,139 | $0 | 0.2% | |
| Fees: management | $2,954 | $0 | $2,954 | $0 | 0.1% | |
| Total | $3,607,727 | 100% |
2018 · Form 990 · $3,591,356 spent · pay $1,530,861 · grants $0 · events $479,137
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Pay: officers, directors, trustees, key employees | $1,387,135 | $656,139 | $400,484 | $330,512 | 38.6% | |
| Conferences, conventions and meetings | $479,137 | $432,248 | $46,889 | $0 | 13.3% | |
| Travel | $428,792 | $407,362 | $21,430 | $0 | 11.9% | |
| Other (as described) | Program design and operations consultants | $301,221 | $241,195 | $60,026 | - | 8.4% |
| Other (as described) | Process development and coaching services | $189,718 | $187,243 | $2,475 | $0 | 5.3% |
| Office expenses | $163,037 | $95,803 | $67,079 | $155 | 4.5% | |
| Other (as described) | Speakers and honorariums | $110,407 | $110,407 | $0 | $0 | 3.1% |
| Payroll taxes | $106,246 | $57,060 | $25,437 | $23,749 | 3.0% | |
| Advertising and promotion | $104,302 | $89,047 | $0 | $15,255 | 2.9% | |
| Occupancy | $96,499 | $93,098 | $3,401 | $0 | 2.7% | |
| Information technology | $93,494 | $85,418 | $7,536 | $540 | 2.6% | |
| Fees: other services | $45,351 | $40,023 | $427 | $4,901 | 1.3% | |
| Fees: accounting | $43,238 | $34,138 | $9,100 | $0 | 1.2% | |
| Other employee benefits | $37,480 | $14,154 | $15,268 | $8,058 | 1.0% | |
| Insurance | $3,799 | $2,691 | $1,108 | $0 | 0.1% | |
| Other (as described) | Charitable contributions to other nonprofits | $1,500 | $1,500 | $0 | $0 | 0.0% |
| Total | $3,591,356 | 100% |
2017 · Form 990 · $1,986,056 spent · pay $926,903 · grants $0 · events $246,288
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Other salaries and wages | $612,953 | $431,376 | $78,945 | $102,632 | 30.9% | |
| Conferences, conventions and meetings | $246,288 | $202,842 | $35,504 | $7,942 | 12.4% | |
| Pay: officers, directors, trustees, key employees | $222,541 | $66,762 | $55,635 | $100,144 | 11.2% | |
| Other (as described) | Program design and operations consultants | $148,076 | $144,815 | $3,261 | $0 | 7.5% |
| Travel | $138,716 | $126,143 | $12,573 | $0 | 7.0% | |
| Other (as described) | Process development and coaching services | $110,458 | $110,458 | $0 | $0 | 5.6% |
| Advertising and promotion | $94,300 | $78,533 | $10,328 | $5,439 | 4.7% | |
| Occupancy | $86,804 | $4,011 | $82,793 | $0 | 4.4% | |
| Office expenses | $65,866 | $38,782 | $24,720 | $2,364 | 3.3% | |
| Other (as described) | Surge Angel Investment and other donations | $64,939 | $64,939 | $0 | $0 | 3.3% |
| Payroll taxes | $64,092 | $38,108 | $10,472 | $15,512 | 3.2% | |
| Other (as described) | Speakers and honorariums | $46,196 | $38,196 | $8,000 | $0 | 2.3% |
| Information technology | $29,390 | $23,185 | $2,299 | $3,906 | 1.5% | |
| Fees: accounting | $28,120 | $0 | $28,120 | $0 | 1.4% | |
| Other employee benefits | $27,317 | $16,242 | $4,463 | $6,612 | 1.4% | |
| Total | $1,986,056 | 100% |
2016 · Form 990 · $1,664,157 spent · pay $625,068 · grants $0 · events $184,090
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Other salaries and wages | $348,373 | $237,857 | $61,341 | $49,175 | 20.9% | |
| Pay: officers, directors, trustees, key employees | $218,751 | $87,500 | $32,813 | $98,438 | 13.1% | |
| Other (as described) | Program Evaluation | $193,000 | $193,000 | $0 | $0 | 11.6% |
| Conferences, conventions and meetings | $184,090 | $157,299 | $26,791 | $0 | 11.1% | |
| Fees: management | $158,099 | $158,099 | $0 | $0 | 9.5% | |
| Other (as described) | Process development and coaching services | $137,858 | $137,858 | $0 | $0 | 8.3% |
| Other (as described) | Program design and operations consultants | $115,322 | $115,322 | $0 | $0 | 6.9% |
| Travel | $55,900 | $55,189 | $711 | $0 | 3.4% | |
| Occupancy | $50,585 | $0 | $50,585 | $0 | 3.0% | |
| Payroll taxes | $41,647 | $23,893 | $6,914 | $10,840 | 2.5% | |
| Fees: accounting | $33,441 | $24,941 | $8,500 | $0 | 2.0% | |
| Advertising and promotion | $30,294 | $11,239 | $16,524 | $2,531 | 1.8% | |
| Information technology | $29,977 | $28,067 | $0 | $1,910 | 1.8% | |
| Office expenses | $20,618 | $18,675 | $1,943 | $0 | 1.2% | |
| Other (as described) | Speakers and honorariums | $18,505 | $18,505 | $0 | $0 | 1.1% |
| Other employee benefits | $16,297 | $9,289 | $2,771 | $4,237 | 1.0% | |
| Fees: legal | $6,400 | $6,400 | $0 | $0 | 0.4% | |
| All other expenses | $4,500 | $4,500 | $0 | $0 | 0.3% | |
| Insurance | $500 | $500 | $0 | $0 | 0.0% | |
| Total | $1,664,157 | 100% |
2015 · Form 990 · $1,049,868 spent · pay $433,118 · grants $0 · events $101,639
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Other salaries and wages | $200,316 | $160,314 | $34,209 | $5,793 | 19.1% | |
| Pay: officers, directors, trustees, key employees | $180,752 | $135,564 | $9,038 | $36,150 | 17.2% | |
| Fees: management | $155,980 | $155,980 | $0 | $0 | 14.9% | |
| Other (as described) | Program design and operations consultants | $109,213 | $109,213 | $0 | $0 | 10.4% |
| Conferences, conventions and meetings | $101,639 | $91,144 | $10,495 | $0 | 9.7% | |
| Other (as described) | Process development and coaching services | $81,394 | $81,394 | $0 | $0 | 7.8% |
| Travel | $56,086 | $56,086 | $0 | $0 | 5.3% | |
| Payroll taxes | $29,152 | $22,635 | $3,308 | $3,209 | 2.8% | |
| Occupancy | $23,506 | $0 | $23,506 | $0 | 2.2% | |
| Other employee benefits | $22,898 | $21,120 | $909 | $869 | 2.2% | |
| Office expenses | $18,669 | $15,279 | $3,390 | $0 | 1.8% | |
| Fees: accounting | $18,271 | $0 | $18,271 | $0 | 1.7% | |
| Information technology | $18,196 | $5,851 | $10,435 | $1,910 | 1.7% | |
| Other (as described) | Speakers and honorariums | $18,046 | $18,046 | $0 | $0 | 1.7% |
| Advertising and promotion | $13,250 | $10,551 | $0 | $2,699 | 1.3% | |
| Other (as described) | Contributions to Other Charitable Organizations | $2,500 | $2,500 | $0 | $0 | 0.2% |
| Total | $1,049,868 | 100% |
State business registration
- SURGE INSTITUTE IL, Employee benefit plan sponsor (Form 5500), Filed for plan year 2025
The same business name in the same state, from the state’s official registry data.
Trademarks
4 US trademarks, 1 live.
- The Surge Institute 4 marks, IL FUZZY medium confidence: same name (governing-board words and legal endings aside) and state
| Mark | Serial | Filed | Status | Source |
|---|---|---|---|---|
| S | 88769607 | 2020-01-22 | Registered | TRTDXFAP, file of 2025-08-27 |
| S SURGE INSTITUTE | 88669385 | 2019-10-25 | Abandoned | TRCFECO2, file of 2024-03-27 |
| SURGE INSTITUTE | 87254901 | 2016-12-02 | Abandoned | TRCFECO2, file of 2024-03-27 |
| S SURGE INSTITUTE | 87254895 | 2016-12-02 | Abandoned | TRCFECO2, file of 2024-03-27 |
The newest marks of the trademark owners above, matched to this record by name (and state).
Also on this site Fuzzy
| Record | Name as filed | Where | Dataset | Matched by |
|---|---|---|---|---|
| Plan sponsor | SURGE INSTITUTE | IL | Form 5500 (employee benefit plans) | EIN (EXACT) |
Matched by name (and state) or EIN only; a shared name is not proof of the same person or organization.
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