Civic Intelligence

Surge Community Foundationinc

990EZ • Fiscal year 2017 • EIN 81-2767655

Jul 01, 2016 to Jun 30, 2017 • Filed on Sep 05, 2017

Organization ProfileWWW.SURGEMKE.ORG
5935 W Beloit RdMilwaukee, WI 53212

(262) 358-8297

Siviq Scores

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

Liabilities / Assets

89th percentile

0.47x

Higher debt load relative to assets than 89% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

84th percentile

0.13x

Higher debt load relative to revenue than 84% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Net Margin

80th percentile

25%

Higher net margin than 80% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2016 to 2017

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets89th percentile

Assets

Up

$1,045

Up $1,045 from 2016

Net Assets

Up

$550

Up $550 from 2016

Liabilities

Up

$495

Up $495 from 2016

Revenue And Expenses
Liabilities / Revenue84th percentileNet Margin80th percentile

Revenue

Up

$3,909

Up $3,909 from 2016

Expenses

Up

$2,924

Up $2,924 from 2016

Net Income

Up

$985

Up $985 from 2016

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$1.5K$1.0K$500$0Assets 2016: $0Liabilities 2016: $0Net Assets 2016: $02016Assets 2017: $1,045Liabilities 2017: $495Net Assets 2017: $5502017Assets 2019: $408Liabilities 2019: $36Net Assets 2019: $3722019

Highlighted filing

2017

Assets$1,045
Liabilities$495
Net Assets$550
Open 2017 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$4.0K$3.0K$2.0K$1.0K$0-$1.0KRevenue 2016: $0Expenses 2016: $0Net Income 2016: $02016Revenue 2017: $3,909Expenses 2017: $2,924Net Income 2017: $9852017Revenue 2019: $1,742Expenses 2019: $1,828Net Income 2019: -$862019

Highlighted filing

2017

Revenue$3,909
Expenses$2,924
Net Income$985
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Sep 5, 2017
Return Version
2016v3.0
Gross Receipts
$3,909
Mission and Program Overview

Mission

Community Redevelopment

Literacy and job skills training

Program Services

DescriptionGrantsExpenses
CONSTRUCTION TRAINING WORKSHOP SAFETY TRAINING AND LISTENING SKILLS$1,349$1,349
WORKSHOP OFFERED 2ND CHANCE BANK ACCOUNTS TO THOSE IN CHEXSYSTEMS. THE OPPORTUNITY WAS AVAILABLE TO OVER 100 PEOPLE IN THE 53206 ZIP CODE.$1,000$1,000
FINANCIAL LITERACY PROGRAM IMPROVING CREDIT SCORE VIA BUDGETING$435$435
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BEVERLY QUINNBoard Member-$0--
KEANA SPENCERBoard MemberFT$0--
BILLY SPENCERBoard MemberPT$0--
JABRIL RILLEYBoard Member-$0--
CONISHA MIMSBoard Member-$0--
CHRONDA HIGGINSGrant Writer-$0--
MICHAEL CAMPBELLBoard Member-$0--
Filing and Contact Details

Filer

Filer Name
Surge Community FoundationInc
EIN
81-2767655
Phone
2623588297
Address
5935 W BELOIT RD, MILWAUKEE, WI 53212

Signing Officer

Name
Keana Spencer
Title
President
Phone
2623588297
Signed
2017-09-05
Discuss with paid preparer
Yes

Preparer

Firm
Spencer Accounting Group LLC
Address
17345 Civic Dr No 174, BROOKFIELD, WI 53008
Preparer
Keana Spencer
Phone
2623588297
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 8

“0”

Form 990EZ, Part II, Line 26

“Loan for Articles of Incorp 35.”

Form 990EZ, Part II, Line 26

“Loan for form 1023-EZ 400.”

Raw XML Appendix156 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.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/AddressChangeInd0X
IRS990EZ/BooksInCareOfDetail/PersonNm0KEANA SPENCER
IRS990EZ/BooksInCareOfDetail/PhoneNum02623588297
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 174
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0BROOKFIELD
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WI
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd053008
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt01045
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt03909
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0985
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt02375
IRS990EZ/FiledScheduleAInd0false
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt00
IRS990EZ/Form990TotalAssetsGrp/EOYAmt01045
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt03909
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InvestmentIncomeAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0-435
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0550
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0-435
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0550
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt03.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt140.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt220.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt32.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt42.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt51.20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt61.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0BEVERLY QUINN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1KEANA SPENCER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2BILLY SPENCER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JABRIL RILLEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4CONISHA MIMS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5CHRONDA HIGGINS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6MICHAEL CAMPBELL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Board Member
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Board Member
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5GRANT WRITER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Board Member
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Literacy and job skills training
IRS990EZ/PrintingPublicationsPostageAmt0549
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0WORKSHOP OFFERED 2ND CHANCE BANK ACCOUNTS TO THOSE IN CHEXSYSTEMS. THE OPPORTUNITY WAS AVAILABLE TO OVER 100 PEOPLE IN THE 53206 ZIP CODE.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1CONSTRUCTION TRAINING WORKSHOP SAFETY TRAINING AND LISTENING SKILLS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2FINANCIAL LITERACY PROGRAM IMPROVING CREDIT SCORE VIA BUDGETING
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt01000
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt11349
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt2435
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt01000
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt11349
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt2435
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt0435
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt0495
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt02924
IRS990EZ/TotalProgramServiceExpensesAmt02784
IRS990EZ/TotalRevenueAmt03909
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.SURGEMKE.ORG
IRS990ScheduleA/First5Years509Ind0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt03909
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt03909
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct00
IRS990ScheduleA/PublicSupportTotal170Amt00
IRS990ScheduleA/PublicSupportTotal509Amt03909
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt03909
IRS990ScheduleA/Total509Grp/TotalAmt03909
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt03909
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Loan for Articles of Incorp 35.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Loan for form 1023-EZ 400.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part II, Line 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990EZ, Part II, Line 26
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KEANA SPENCER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02623588297
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-09-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Surge Community FoundationInc
ReturnHeader/Filer/BusinessNameControlTxt0SURG
ReturnHeader/Filer/EIN0812767655
ReturnHeader/Filer/PhoneNum02623588297
ReturnHeader/Filer/USAddress/AddressLine1Txt05935 W BELOIT RD
ReturnHeader/Filer/USAddress/CityNm0MILWAUKEE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd053212
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0DE80D76BD65E1C0E91B9E6304312F00BB41D5140
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0DE80D76BD65E1C0E91B9E6304312F00BB41D5140
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0173.89.4.126
ReturnHeader/FilingSecurityInformation/IPDt02017-09-06
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm012:04:07
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Spencer Accounting Group LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt017345 Civic Dr No 174
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BROOKFIELD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd053008
ReturnHeader/PreparerPersonGrp/PhoneNum02623588297
ReturnHeader/PreparerPersonGrp/PreparationDt02017-09-06
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KEANA SPENCER
ReturnHeader/ReturnTs02017-09-06T12:04:19-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$1,045
Liabilities
$495
Net assets
$550
Revenue
$3,909
Expenses
$2,924
Net income
$985
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$408$36$372$1,742$1,828$86
2017Detailed filing. Detailed filing data is available for this year.$1,045$495$550$3,909$2,924$985
2016Detailed filing. Detailed filing data is available for this year.$0$0$0$0$0$0
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2017 filings • 501(c)3 • <$500k nonprofits