Civic Intelligence

The Surgica Foundation

990PF • Fiscal year 2017 • EIN 46-3849535

Sep 01, 2016 to Aug 31, 2017 • Filed on Feb 01, 2018

Organization Profile
1941 Ridgemont LaneDecatur, GA 30033

(215) 337-1955

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

82nd percentile

0.00x

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

2017 filings • NTEE T • <$500k nonprofits • Source year 2017

Liabilities / Revenue

82nd percentile

0.00x

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

2017 filings • NTEE T • <$500k nonprofits • Source year 2017

Net Margin

93rd percentile

88%

Higher net margin than 93% of similar nonprofits.

2017 filings • NTEE T • <$500k nonprofits • Source year 2017

Top Officer Pay

91st percentile

$0

Higher top officer pay than 91% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2017 filings • NTEE T • <$500k nonprofits • Source year 2017

Asset Growth

81st percentile

32%

Faster asset growth than 81% of similar nonprofits.

2017 filings • NTEE T • <$500k nonprofits • Annualized from 2015 to 2017

Revenue Growth

95th percentile

846%

Faster revenue growth than 95% of similar nonprofits.

2017 filings • NTEE T • <$500k nonprofits • Annualized from 2015 to 2017

Balance Sheet
Liabilities / Assets82nd percentile

Assets

Up

$324,339

Up $137,241 (+73%) from 2015

Net Assets

Up

$324,339

Up $137,241 (+73%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue82nd percentileNet Margin93rd percentile

Revenue

Up

$74,609

Up $73,775 (+8846%) from 2015

Expenses

Up

$9,112

Up $3,099 (+52%) from 2015

Net Income

Up

$65,497

Up $70,676 (+1365%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth81st percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$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

2017

Assets$324,339
Liabilities$0
Net Assets$324,339
Open 2017 Filing

Operations Trend

Revenue Growth95th percentile

Revenue, expenses, and net income across loaded years, with this 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

2017

Revenue$74,609
Expenses$9,112
Net Income$65,497
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2016 to Aug 31, 2017
Signed
Feb 1, 2018
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay91st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Charles ShiehCEOPT$0--
Wen-Ting ShiehTreasurerPT$0--
Melissa ShiehEmployee-$0--
Filing and Contact Details

Filer

Filer Name
The Surgica Foundation
EIN
46-3849535
Address
1941 Ridgemont Lane, Decatur, GA 30033

Signing Officer

Name
Charles Shieh
Title
CEO
Phone
2153371955
Signed
2018-02-01
Discuss with paid preparer
No

Preparer

Firm
Tax Rite Inc
Address
18-2 East Dundee Rd Suite 110, Barrington, IL 60010
Preparer
Julie Pleasant
Phone
8476909890
Raw XML Appendix298 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt164
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt25
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt3111
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt457
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt50
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Equipment
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1Internet
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2Postage
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3Supplies
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc4Telephone
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc5Public Education Seminar
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt02738
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt1849
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt269
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt31462
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt4753
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt5692
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt30
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt40
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt50
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt02945
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1913
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt274
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt31573
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt4810
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt5692
ReturnHeader/BuildTS02018-03-14 21:41:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0Charles Shieh
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CEO
ReturnHeader/BusinessOfficerGrp/PhoneNum02153371955
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-02-01
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0The Surgica Foundation
ReturnHeader/Filer/BusinessNameControlTxt0SURG
ReturnHeader/Filer/EIN0463849535
ReturnHeader/Filer/USAddress/AddressLine1Txt01941 Ridgemont Lane
ReturnHeader/Filer/USAddress/CityNm0Decatur
ReturnHeader/Filer/USAddress/StateAbbreviationCd0GA
ReturnHeader/Filer/USAddress/ZIPCd030033
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0CE44B3E2A67DB326E3EDC979C9EEFB994081689A
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0CE44B3E2A67DB326E3EDC979C9EEFB994081689A
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId01589192018051jvmcgen
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02018-02-20
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt035.163.104.87
ReturnHeader/FilingSecurityInformation/IPDt02018-02-20
ReturnHeader/FilingSecurityInformation/IPTm011:21:19
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0364279524
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Tax Rite Inc
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt018-2 East Dundee Rd Suite 110
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Barrington
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd060010
ReturnHeader/PreparerPersonGrp/PhoneNum08476909890
ReturnHeader/PreparerPersonGrp/PreparationDt02018-02-20
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Julie Pleasant
ReturnHeader/ReturnTs02018-02-20T11:18:40-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-09-01
ReturnHeader/TaxPeriodEndDt02017-08-31
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$324,339
Liabilities
$0
Net assets
$324,339
Revenue
$74,609
Expenses
$9,112
Net income
$65,497
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$2.31$0.00$2.31$0.08$0.15$0.06
2024Detailed filing. Detailed filing data is available for this year.$2.26$0.00$2.26$0.09$0.14$0.05
2023Detailed filing. Detailed filing data is available for this year.$2.24$0.00$2.24$0.04$0.04$0.00
2022Detailed filing. Detailed filing data is available for this year.$2.05$0.00$2.05$0.04$0.05$0.01
2021Detailed filing. Detailed filing data is available for this year.$2.69$0.00$2.69$0.09$0.14$0.05
2020Detailed filing. Detailed filing data is available for this year.$2.87$0.00$2.87$0.23$0.40$0.17
2019Detailed filing. Detailed filing data is available for this year.$3.10$0.00$3.10$0.03$0.02$0.01
2018Detailed filing. Detailed filing data is available for this year.$2.90$0.00$2.90$0.10$0.44$0.34
2017Detailed filing. Detailed filing data is available for this year.$3.24$0.00$3.24$0.75$0.09$0.65
2015Detailed filing. Detailed filing data is available for this year.$1.87$0.00$1.87$0.01$0.06$0.05
2014Detailed filing. Detailed filing data is available for this year.$1.92$0.00$1.92$2.11$0.19$1.92