Civic Intelligence

Surgo Foundation Us

990PF • Fiscal year 2021 • EIN 61-1733092

Jan 01, 2021 to Dec 31, 2021 • Filed on Nov 11, 2022

Organization Profile
CO Ocorian 26 New StSt Helier, NY JE2 3RAJe

(153) 450-7296

Siviq Scores

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

Liabilities / Assets

18th percentile

0.00x

Higher debt load relative to assets than 18% of similar nonprofits.

2021 filings • $50M-$100M nonprofits • Source year 2021

Liabilities / Revenue

18th percentile

0.01x

Higher debt load relative to revenue than 18% of similar nonprofits.

2021 filings • $50M-$100M nonprofits • Source year 2021

Net Margin

84th percentile

55%

Higher net margin than 84% of similar nonprofits.

2021 filings • $50M-$100M nonprofits • Source year 2021

Top Officer Pay

16th percentile

$0

Higher top officer pay than 16% of similar nonprofits.

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

2021 filings • $50M-$100M nonprofits • Source year 2021

Asset Growth

65th percentile

15%

Faster asset growth than 65% of similar nonprofits.

2021 filings • $50M-$100M nonprofits • Annualized from 2020 to 2021

Revenue Growth

100th percentile

38723%

Faster revenue growth than 100% of similar nonprofits.

2021 filings • $50M-$100M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets18th percentile

Assets

Up

$88,565,551

Up $11,602,262 (+15%) from 2020

Net Assets

Up

$88,444,888

Up $11,912,573 (+16%) from 2020

Liabilities

Down

$120,663

Down $310,311 (-72%) from 2020

Revenue And Expenses
Liabilities / Revenue18th percentileNet Margin84th percentile

Revenue

Up

$13,150,449

Up $13,116,576 (+38723%) from 2020

Expenses

Up

$5,954,982

Up $413,290 (+7.5%) from 2020

Net Income

Up

$7,195,467

Up $12,703,286 (+231%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth65th percentile

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

$100M$50M$0Assets 2014: $1,955,619Liabilities 2014: $02014Assets 2015: $1,619,406Liabilities 2015: $4,9742015Assets 2018: $48,810,252Liabilities 2018: $975,6162018Assets 2019: $57,694,364Liabilities 2019: $500,9102019Assets 2020: $76,963,289Liabilities 2020: $430,974Net Assets 2020: $76,532,3152020Assets 2021: $88,565,551Liabilities 2021: $120,663Net Assets 2021: $88,444,8882021Assets 2022: $65,528,041Liabilities 2022: $58,461Net Assets 2022: $65,469,5802022Assets 2023: $72,058,311Liabilities 2023: $45,650Net Assets 2023: $72,054,6262023Assets 2024: $91,501,790Liabilities 2024: $7,902Net Assets 2024: $91,493,8882024

Highlighted filing

2021

Assets$88,565,551
Liabilities$120,663
Net Assets$88,444,888
Open 2021 Filing

Operations Trend

Revenue Growth100th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$20M$10M$0-$10M-$20M-$30MRevenue 2014: $5,515,764Expenses 2014: $3,411,813Net Income 2014: $2,103,9512014Revenue 2015: $1,626,500Expenses 2015: $3,289,551Net Income 2015: -$1,663,0512015Revenue 2018: $2,033,760Expenses 2018: $4,778,937Net Income 2018: -$2,745,1772018Revenue 2019: $792,897Expenses 2019: $6,026,701Net Income 2019: -$5,233,8042019Revenue 2020: $33,873Expenses 2020: $5,541,692Net Income 2020: -$5,507,8192020Revenue 2021: $13,150,449Expenses 2021: $5,954,982Net Income 2021: $7,195,4672021Revenue 2022: -$18,970,185Expenses 2022: $4,086,331Net Income 2022: -$23,056,5162022Revenue 2023: $418,517Expenses 2023: $5,384,803Net Income 2023: -$4,966,2862023Revenue 2024: $346,084Expenses 2024: $5,645,115Net Income 2024: -$5,299,0312024

Highlighted filing

2021

Revenue$13,150,449
Expenses$5,954,982
Net Income$7,195,467
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Nov 11, 2022
Return Version
2021v4.2
Compensation and Service Providers
Top Officer Pay16th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CARL HAARMANNTrustee-$0--
MALA GAONKARTrusteePT$0--
MALCOLM GLADWELLTrustee-$0--
EMMANUEL ROMANTrustee-$0--
AMY COLLINSOfficer-$0--
Filing and Contact Details

Filer

Filer Name
Surgo Foundation US
EIN
61-1733092
Phone
1534507296
Address
JE

Signing Officer

Name
Amy Collins
Title
Officer
Signed
2022-11-11
Discuss with paid preparer
Yes

Preparer

Firm
Buzzacott Livingstone
Address
UK
Preparer
Trevor Egan
Phone
2075561200
Raw XML AppendixShowing 400 of 428 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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IRS990PF/SummaryOfDirectChrtblActyGrp/Description3Txt0THE STUDIO MUSEUM IN HARLEMTO SUPPORT THE ADVANCEMENT OF THE ARTS.
IRS990PF/SummaryOfDirectChrtblActyGrp/Description4Txt0UPSTREAM INCTO SUPPORT THE ADVANCEMENT OF HEALTH, THE CHARITY WORKS IN PARTNERSHIP WITH HEALTH CENTRES TO STRENGTHEN REPRODUCTIVE CARE.
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0THE DONATION TO HARVARD UNIVERSITY WAS TO SUPPORT THE ARIADNE LABS CORE OPERATIONS FUND AND TO SUPPORT THE TRAINING OF FRONT-LINE WORKERS IN RELATION TO MENTAL HEALTH PROBLEMS.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1THE DONATION TO SURGO VENTURES INC. WAS TO SUPPORT PROJECTS WHICH ARE CHARITABLE UNDER THE LAW OF ENGLAND AND WALES, INCLUDING BUT NOT LIMITED TO THOSE PURSUING THE RELIEF OF POVERTY, THE ADVANCEMENT OF HEALTH AND SAVING OF LIVES, AND THE ADVANCEMENT OF EDUCATION.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2DONATION TOWARDS THE TATE NORTH AMERICAN ACQUISITION COMMITTEE.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3TO SUPPORT THE ADVANCEMENT OF HEALTH, THE CHARITY WORKS IN PARTNERSHIP WITH HEALTH CENTRES TO STRENGTHEN REPRODUCTIVE CARE.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4THE ADVANCEMENT OF HEALTH, WITH A FOCUS ON ENABLING INDIAN AMERICAN PHYSICIANS TO EXCEL IN PATIENT CARE, TEACHING AND RESEARCH AND TO PURSUE THEIR ASPIRATIONS IN PROFESSIONAL AND COMMUNITY AFFAIRS.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5THE DONATION WAS TO PROVIDE FUNDING TO SUPPORT GLADNEY'S MISSION TO IMPROVE THE LIVES OF CHILDREN, ADOPTIVE FAMILIES AND BIRTH PARENTS.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt6TO SUPPORT THE ADVANCEMENT OF THE ARTS BY DONATING FUNDS TO SUPPORT THE CHARITY'S COMMITMENT TO ADVANCING ARTS EQUITY IN NYC AND BEYOND.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt7THE ADVANCEMENT OF HEALTH, PROVIDING RESOURCES TO FAMILIES WITH CHILDREN WITH RARE DISEASES TO HELP THEM CONNECT, COLLABORATE AND CREATE THE CHANGE NEEDED FOR THEIR CHILDREN.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt8TO SUPPORT THE ADVANCEMENT OF THE ARTS.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0HARVARD UNIVERSITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1SURGO VENTURES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2TATE AMERICAS FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3UPSTREAM INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4AAPI USA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt5GLADNEY CENTER FOR ADOPTION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt6OPENING ACT INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt7RARE VILLAGE FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt8THE STUDIO MUSEUM IN HARLEM
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt01350 MASSACHUSETTS AVENUE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2520 WEST 27TH STREET UNIT 404
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt32 OLIVER STREET SUITE 402
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4600 ENTERPRISE DRIVE SUITE 108
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt56300 JOHN RYAN DRIVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt6PO BOX 25613 CADMAN PLAZA STATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt76808 OLD GLORY CT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt8144W 125TH ST
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4OAK BROOK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5FORT WORTH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6BROOKLYN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm7MCKINNEY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm8NEW YORK
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IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt04214298
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
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IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt06101968
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt06108428
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt06108428
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt015358857
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt01632055
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt02756410
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt02868633
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt01999791
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt06101968
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IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt01632055
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
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IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
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IRS990ScheduleB/ContributorInformationGrp/ContributorForeignAddress/CityNm0LONDON
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LegalFeesSchedule/LegalFeesGrp/AdjustedNetIncomeAmt00
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LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt014191
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt00
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OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0OUTSOURCED SUPPORT
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1BANK CHARGES
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OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0107925
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1704
OtherIncreasesSchedule/OtherIncreasesDetail/Amt04717106
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0FLUCTUATION IN THE VALUATION OF INVESTMENTS
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt0430974
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0OTHER UK ACCRUED EXPENSES
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt0120663
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SubstantialContributorsSch/SubstantialContributorDetail/ForeignAddress/CityNm0LONDON
SubstantialContributorsSch/SubstantialContributorDetail/ForeignAddress/CountryCd0UK
SubstantialContributorsSch/SubstantialContributorDetail/ForeignAddress/ForeignPostalCd0EC4M 7AN
SubstantialContributorsSch/SubstantialContributorDetail/PersonNm0MALA GAONKAR
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$88,565,551
Liabilities
$120,663
Net assets
$88,444,888
Revenue
$13,150,449
Expenses
$5,954,982
Net income
$7,195,467
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$91.5$0.01$91.5$0.35$5.65$5.30
2023Detailed filing. Detailed filing data is available for this year.$72.1$0.05$72.1$0.42$5.38$4.97
2022Detailed filing. Detailed filing data is available for this year.$65.5$0.06$65.5$19.0$4.09$23.1
2021Detailed filing. Detailed filing data is available for this year.$88.6$0.12$88.4$13.2$5.95$7.20
2020Detailed filing. Detailed filing data is available for this year.$77.0$0.43$76.5$0.03$5.54$5.51
2019Summary only. Only limited summary data is available for this year.$57.7$0.50$0.79$6.03$5.23
2018Summary only. Only limited summary data is available for this year.$48.8$0.98$2.03$4.78$2.75
2015Summary only. Only limited summary data is available for this year.$1.62$0.00$1.63$3.29$1.66
2014Summary only. Only limited summary data is available for this year.$1.96$0.00$5.52$3.41$2.10