Civic Intelligence

The Surgica Foundation

EIN 46-3849535 • Saddle River, NJ

146 Chestnut Ridge RdSaddle River, NJ 07458
Siviq Scores

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

Liabilities / Assets

74th percentile

0.00x

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

NTEE T23 • <$500k nonprofits • Source year 2025

Liabilities / Revenue

76th percentile

0.00x

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

NTEE T23 • <$500k nonprofits • Source year 2025

Net Margin

22nd percentile

-73%

Higher net margin than 22% of similar nonprofits.

NTEE T23 • <$500k nonprofits • Source year 2025

Top Officer Pay

92nd percentile

$3,275

Higher top officer pay than 92% of similar nonprofits.

Top officer pay equals 38.9% of source-year revenue.

NTEE T23 • <$500k nonprofits • Source year 2025

Asset Growth

56th percentile

2.0%

Faster asset growth than 56% of similar nonprofits.

NTEE T23 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

50th percentile

-1.4%

Faster revenue growth than 50% of similar nonprofits.

NTEE T23 • <$500k nonprofits • Annualized from 2024 to 2025

Assets

Up

$230,524

Up $4,573 (+2.0%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Up

$230,524

Up $4,573 (+2.0%) from 2024

Revenue

Down

$8,411

Down $123 (-1.4%) from 2024

Expenses

Up

$14,562

Up $904 (+6.6%) from 2024

Net Income

Down

-$6,151

Down $1,027 (-20%) from 2024

Trend Graphs

Balance Sheet Trend

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

$400K$300K$200K$100K$0Assets 2014: $192,277Liabilities 2014: $0Net Assets 2014: $192,2772014Assets 2015: $187,098Liabilities 2015: $0Net Assets 2015: $187,0982015Assets 2017: $324,339Liabilities 2017: $0Net Assets 2017: $324,3392017Assets 2018: $290,087Liabilities 2018: $0Net Assets 2018: $290,0872018Assets 2019: $309,618Liabilities 2019: $0Net Assets 2019: $309,6182019Assets 2020: $286,954Liabilities 2020: $0Net Assets 2020: $286,9542020Assets 2021: $268,505Liabilities 2021: $0Net Assets 2021: $268,5052021Assets 2022: $205,239Liabilities 2022: $0Net Assets 2022: $205,2392022Assets 2023: $224,492Liabilities 2023: $0Net Assets 2023: $224,4922023Assets 2024: $225,951Liabilities 2024: $0Net Assets 2024: $225,9512024Assets 2025: $230,524Liabilities 2025: $0Net Assets 2025: $230,5242025

Highlighted filing

2025

Assets$230,524
Liabilities$0
Net Assets$230,524

Operations Trend

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

$300K$200K$100K$0-$100KRevenue 2014: $211,219Expenses 2014: $18,942Net Income 2014: $192,2772014Revenue 2015: $834Expenses 2015: $6,013Net Income 2015: -$5,1792015Revenue 2017: $74,609Expenses 2017: $9,112Net Income 2017: $65,4972017Revenue 2018: $9,557Expenses 2018: $43,809Net Income 2018: -$34,2522018Revenue 2019: $3,293Expenses 2019: $1,849Net Income 2019: $1,4442019Revenue 2020: $23,009Expenses 2020: $40,191Net Income 2020: -$17,1822020Revenue 2021: $9,392Expenses 2021: $13,942Net Income 2021: -$4,5502021Revenue 2022: $4,422Expenses 2022: $5,406Net Income 2022: -$9842022Revenue 2023: $3,741Expenses 2023: $3,867Net Income 2023: -$1262023Revenue 2024: $8,534Expenses 2024: $13,658Net Income 2024: -$5,1242024Revenue 2025: $8,411Expenses 2025: $14,562Net Income 2025: -$6,1512025

Highlighted filing

2025

Revenue$8,411
Expenses$14,562
Net Income-$6,151

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Sep 1, 2024 to Aug 31, 2025
Signed
Dec 12, 2025
Return Version
2024v5.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Melissa ShiehEmployeePT$3,275-$3,275
Charles ShiehCEO-$0--
Wen-Ting ShiehTreasurer-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid Grant-Humanitarian Relief-Salt Lake City, UT, US$10,000
Filing and Contact Details

Filer

Filer Name
The Surgica Foundation
EIN
46-3849535
In Care Of
% Charles Shieh
Phone
2153371955
Address
146 Chestnut Ridge Rd, Saddle River, NJ 07458

Signing Officer

Name
Charles Shieh
Title
CEO
Phone
2153371955
Signed
2025-12-12
Discuss with paid preparer
No

Preparer

Firm
Tax Rite Inc
Address
1300 S GROVE AVENUE STE 105, Barrington, IL 60010
Preparer
Julie Pleasant
Phone
8009243091
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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd207458
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt013275
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt013275
IRS990PF/PrivateOperatingFoundationsGrp/LessorAdjNetIncmMinInvstRetGrp/CurrentYearAmt08475
IRS990PF/PrivateOperatingFoundationsGrp/LessorAdjNetIncmMinInvstRetGrp/TotalAmt021005
IRS990PF/PrivateOperatingFoundationsGrp/LessorAdjNetIncmMinInvstRetGrp/Year1Amt04729
IRS990PF/PrivateOperatingFoundationsGrp/LessorAdjNetIncmMinInvstRetGrp/Year2Amt03395
IRS990PF/PrivateOperatingFoundationsGrp/LessorAdjNetIncmMinInvstRetGrp/Year3Amt04406
IRS990PF/PrivateOperatingFoundationsGrp/Pct85LessorAdjIncmOrMinRetGrp/CurrentYearAmt07204
IRS990PF/PrivateOperatingFoundationsGrp/Pct85LessorAdjIncmOrMinRetGrp/TotalAmt017854
IRS990PF/PrivateOperatingFoundationsGrp/Pct85LessorAdjIncmOrMinRetGrp/Year1Amt04020
IRS990PF/PrivateOperatingFoundationsGrp/Pct85LessorAdjIncmOrMinRetGrp/Year2Amt02886
IRS990PF/PrivateOperatingFoundationsGrp/Pct85LessorAdjIncmOrMinRetGrp/Year3Amt03745
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistributionsGrp/CurrentYearAmt013275
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistributionsGrp/TotalAmt030985
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistributionsGrp/Year1Amt012400
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistributionsGrp/Year2Amt02900
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistributionsGrp/Year3Amt02410
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistriMadeDrtGrp/CurrentYearAmt013275
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistriMadeDrtGrp/TotalAmt030985
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistriMadeDrtGrp/Year1Amt012400
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistriMadeDrtGrp/Year2Amt02900
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistriMadeDrtGrp/Year3Amt02410
IRS990PF/PrivateOperatingFoundationsGrp/Section4942j3Ind0X
IRS990PF/PrivateOperatingFoundationsGrp/TwoThirdsMinimumInvstRetGrp/CurrentYearAmt05655
IRS990PF/PrivateOperatingFoundationsGrp/TwoThirdsMinimumInvstRetGrp/TotalAmt019370
IRS990PF/PrivateOperatingFoundationsGrp/TwoThirdsMinimumInvstRetGrp/Year1Amt05535
IRS990PF/PrivateOperatingFoundationsGrp/TwoThirdsMinimumInvstRetGrp/Year2Amt05085
IRS990PF/PrivateOperatingFoundationsGrp/TwoThirdsMinimumInvstRetGrp/Year3Amt03095
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/LineNumberTxt04
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt0Investment Income provided funds for charitable purposes
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0true
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0CHARLES SHIEH
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0146 Chestnut Ridge Rd
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0Saddle River
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0NJ
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd007458
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0NJ
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum02153371955
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0true
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0Free public seminar - Benefits Of Lung Cancer Screening
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt00
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0CHARLES SHIEH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt010000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0Humanitarian Relief
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0Church of Latter-day Saints
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt050 E North Temple
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Salt Lake City
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0UT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd084150
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt010000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt013275
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt013275
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt013275
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt013275
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt013275
LandEtcSchedule2/LandEtcGrp/AccumulatedDepreciationAmt05028
LandEtcSchedule2/LandEtcGrp/BookValueAmt01149
LandEtcSchedule2/LandEtcGrp/CategoryOrItemTxt0Equipment and Furniture
LandEtcSchedule2/LandEtcGrp/CostOrOtherBasisAmt06177
LandEtcSchedule2/LandEtcGrp/EOYFMVAmt01000
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt060239
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0Advance Founder
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt060239
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt00
OtherIncreasesSchedule/OtherIncreasesDetail/Amt010724
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0market value
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt033
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt10
TaxesSchedule/TaxesDetail/Amt033
TaxesSchedule/TaxesDetail/Amt1179
TaxesSchedule/TaxesDetail/CategoryTxt0Foreign
TaxesSchedule/TaxesDetail/CategoryTxt1Federal
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt033
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0CHARLES SHIEH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CEO
ReturnHeader/BusinessOfficerGrp/PhoneNum02153371955
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-12-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0The Surgica Foundation
ReturnHeader/Filer/BusinessNameControlTxt0SURG
ReturnHeader/Filer/EIN0463849535
ReturnHeader/Filer/InCareOfNm0% Charles Shieh
ReturnHeader/Filer/PhoneNum02153371955
ReturnHeader/Filer/USAddress/AddressLine1Txt0146 Chestnut Ridge Rd
ReturnHeader/Filer/USAddress/CityNm0Saddle River
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NJ
ReturnHeader/Filer/USAddress/ZIPCd007458
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0364279524
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0TAX RITE INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01300 S GROVE AVENUE STE 105
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Barrington
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd060010
ReturnHeader/PreparerPersonGrp/PhoneNum08009243091
ReturnHeader/PreparerPersonGrp/PreparationDt02025-12-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JULIE PLEASANT
ReturnHeader/ReturnTs02025-12-15T14:39:55-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-09-01
ReturnHeader/TaxPeriodEndDt02025-08-31
ReturnHeader/TaxYr02024

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