Civic Intelligence

Surgo Ventures Inc.

EIN 84-3902140 • 501(c)3 • Washington, DC

Pub. 78 Eligible

Profile

To use all the tools available from behavioral science, data science, and artificial intelligence to unlock solutions that will save and improve people's lives.

1701 Rhode Island Ave NWWashington, DC 20036

surgoventures.org

Siviq Scores

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

Liabilities / Assets

49th percentile

0.12x

Higher debt load relative to assets than 49% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2022

Liabilities / Revenue

25th percentile

0.04x

Higher debt load relative to revenue than 25% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2022

Net Margin

17th percentile

-13%

Higher net margin than 17% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2022

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

5th percentile

-25%

Faster asset growth than 5% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2021 to 2022

Revenue Growth

14th percentile

-18%

Faster revenue growth than 14% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets49th percentile

Assets

Down

$1,765,225

Down $302,373 (-15%) from 2022

Liabilities

Up

$545,998

Up $301,122 (+123%) from 2022

Net Assets

Down

$1,219,227

Down $603,495 (-33%) from 2022

Operations
Liabilities / Revenue25th percentileNet Margin17th percentile

Revenue

Down

$16,107

Down $5,705,535 (-100%) from 2022

Expenses

Down

$631,102

Down $5,842,766 (-90%) from 2022

Net Income

Up

-$614,995

Up $137,231 (+18%) from 2022

Trend Graphs

Balance Sheet Trend

Asset Growth5th percentile

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2020: $3,770,681Liabilities 2020: $403,884Net Assets 2020: $3,366,7972020Assets 2021: $2,766,047Liabilities 2021: $191,099Net Assets 2021: $2,574,9482021Assets 2022: $2,067,598Liabilities 2022: $244,876Net Assets 2022: $1,822,7222022Assets 2023: $1,765,225Liabilities 2023: $545,998Net Assets 2023: $1,219,2272023

Highlighted filing

2023

Assets$1,765,225
Liabilities$545,998
Net Assets$1,219,227
Open 2023 Filing

Operations Trend

Revenue Growth14th percentile

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

$10M$5.0M$0-$5.0MRevenue 2020: $6,402,060Expenses 2020: $3,035,263Net Income 2020: $3,366,7972020Revenue 2021: $6,988,435Expenses 2021: $7,780,284Net Income 2021: -$791,8492021Revenue 2022: $5,721,642Expenses 2022: $6,473,868Net Income 2022: -$752,2262022Revenue 2023: $16,107Expenses 2023: $631,102Net Income 2023: -$614,9952023

Highlighted filing

2023

Revenue$16,107
Expenses$631,102
Net Income-$614,995
Open 2023 Filing

Filings

Most recent year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,765,225
Liabilities
$545,998
Net assets
$1,219,227
Revenue
$16,107
Expenses
$631,102
Net income
-$614,995
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$1.77$0.55$1.22$0.02$0.63$0.61
2022Detailed filing. Detailed filing data is available for this year.$2.07$0.24$1.82$5.72$6.47$0.75
2021Detailed filing. Detailed filing data is available for this year.$2.77$0.19$2.57$6.99$7.78$0.79
2020Detailed filing. Detailed filing data is available for this year.$3.77$0.40$3.37$6.40$3.04$3.37
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Nov 5, 2024
Return Version
2023v5.1
Gross Receipts
$16,107
Mission and Program Overview

Mission

To use all the tools available from behavioral science, data science, and artificial intelligence to unlock solutions that will save and improve people's lives.

To develop precise, targeted, and practical solutions that lead to better results and improve peoples lives.

Balance Sheet Detail
LineBeginningEndChange
Assets
Pledges and Grants Receivable$250,000--
Cash and Non-Interest-Bearing Accounts$275,312$229,576▼ $45,736
Prepaid Expenses and Deferred Charges-$1,460-
Total Assets$2,067,598$1,765,225▼ $302,373
Other Assets Total$1,542,286$1,534,189▼ $8,097
Liabilities
Accounts Payable and Accrued Expenses$244,876$545,998▲ $301,122
Total Liabilities$244,876$545,998▲ $301,122
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,021,519$887,855▼ $133,664
Net Assets With Donor Restrictions$801,203$331,372▼ $469,831
Total Net Assets Fund Balance$1,822,722$1,219,227▼ $603,495
Total Liabilities and Net Assets / Fund Balance$2,067,598$1,765,225▼ $302,373

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$1,473,500--
Compensation and Service Providers
Top Officer PayScore unavailable

Board Members and Trustees

NameTitle
Mala GaonkarChairperson
Sema SgaierInterim CEO
Zainab SchwartzInterim CFO
Malcolm GladwellMember
Peter PiotMember
William HelmanMember
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$16,107
Change in Net Assets
$-614,995
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$506,102
Grants and Similar Amounts Paid$125,000
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Other$435,496$26,485-$461,981
Grants to Domestic Orgs$125,000--$125,000
Fees for Services Accounting-$42,780-$42,780
Information Technology-$1,108-$1,108
Fees for Services Legal-$385-$385
Insurance-$345-$345
All Other Expenses-$-497-$-497
Total Functional Expenses$560,496$70,606$0$631,102
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Foundation for Health Care QualitySeattle, WA501(c)(3)Tool Development$125,000
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“All board members review form 990 either at a board meeting or through email, prior to submission.”

Form 990, Part VI, Section B, Line 12C

“Prior written approval by the executive director is required for an employee to engage in an activity that may present an actual or potential conflict.”

Form 990, Part VI, Section B, Line 15

“Review and approval by independent persons: the chairperson of svi will sign off on the ceo compensation. The compensation of the other key employees is reviewed and signed off on by the ceo. Comparability data: the compensation committee llc was hired to conduct a deep market study on 21 jobs including, base pay, structure, career development, placement, and recommendations on changes. Based on this detailed report, compensation is determined. This report is valid for 3 years. Contemporaneous substantiation of the deliberation and decision: all decisions are well documented in either written agreements like board resolution for the ceo compensation or offers of employment to candidates and then employment agreements.”

Form 990, Part VI, Section C, Line 19

“All policies / documents that are required to be provided to the public are available upon formal request.”

Filing and Contact Details

Filer

Filer Name
Surgo Ventures Inc
EIN
84-3902140
Phone
2022773848
Address
1701 RHODE ISLAND AVE NW, WASHINGTON, DC 20036

Signing Officer

Name
Zainab Schwartz
Title
CFO
Phone
2022773848
Signed
2024-11-05
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Sema Sgaier
Formed
2019
Legal Domicile
De
Voting Board Members
5
Independent Board Members
5
Employees
0
Volunteers
5

Preparer

Firm
Cliftonlarsonallen Llp
Address
901 NORTH GLEBE ROAD SUITE 200, ARLINGTON, VA 22203
Preparer
Robert Williams
Phone
5712279500
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

“Consulting: program service expenses 435,496. Management and general expenses 26,485. Fundraising expenses 0. Total expenses 461,981.”

Raw XML Appendix339 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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IRS990/Form990PartVIISectionAGrp/TitleTxt1CHAIRPERSON
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ALL BOARD MEMBERS REVIEW FORM 990 EITHER AT A BOARD MEETING OR THROUGH EMAIL, PRIOR TO SUBMISSION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1PRIOR WRITTEN APPROVAL BY THE EXECUTIVE DIRECTOR IS REQUIRED FOR AN EMPLOYEE TO ENGAGE IN AN ACTIVITY THAT MAY PRESENT AN ACTUAL OR POTENTIAL CONFLICT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2REVIEW AND APPROVAL BY INDEPENDENT PERSONS: THE CHAIRPERSON OF SVI WILL SIGN OFF ON THE CEO COMPENSATION. THE COMPENSATION OF THE OTHER KEY EMPLOYEES IS REVIEWED AND SIGNED OFF ON BY THE CEO. COMPARABILITY DATA: THE COMPENSATION COMMITTEE LLC WAS HIRED TO CONDUCT A DEEP MARKET STUDY ON 21 JOBS INCLUDING, BASE PAY, STRUCTURE, CAREER DEVELOPMENT, PLACEMENT, AND RECOMMENDATIONS ON CHANGES. BASED ON THIS DETAILED REPORT, COMPENSATION IS DETERMINED. THIS REPORT IS VALID FOR 3 YEARS. CONTEMPORANEOUS SUBSTANTIATION OF THE DELIBERATION AND DECISION: ALL DECISIONS ARE WELL DOCUMENTED IN EITHER WRITTEN AGREEMENTS LIKE BOARD RESOLUTION FOR THE CEO COMPENSATION OR OFFERS OF EMPLOYMENT TO CANDIDATES AND THEN EMPLOYMENT AGREEMENTS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ALL POLICIES / DOCUMENTS THAT ARE REQUIRED TO BE PROVIDED TO THE PUBLIC ARE AVAILABLE UPON FORMAL REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4CONSULTING: PROGRAM SERVICE EXPENSES 435,496. MANAGEMENT AND GENERAL EXPENSES 26,485. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 461,981.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART IX, LINE 11G
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt02067598
IRS990/TotalAssetsEOYAmt01765225
IRS990/TotalAssetsGrp/BOYAmt02067598
IRS990/TotalAssetsGrp/EOYAmt01765225
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt070606
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0560496
IRS990/TotalFunctionalExpensesGrp/TotalAmt0631102
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0244876
IRS990/TotalLiabilitiesEOYAmt0545998
IRS990/TotalLiabilitiesGrp/BOYAmt0244876
IRS990/TotalLiabilitiesGrp/EOYAmt0545998
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01822722
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01219227
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0560496
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt016107
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt016107
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt05
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt02067598
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01765225
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt01701 RHODE ISLAND AVE NW
IRS990/USAddress/CityNm0WASHINGTON
IRS990/USAddress/StateAbbreviationCd0DC
IRS990/USAddress/ZIPCd020036
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt05
IRS990/WebsiteAddressTxt0SURGOVENTURES.ORG
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ZAINAB SCHWARTZ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CFO
ReturnHeader/BusinessOfficerGrp/PhoneNum02022773848
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-11-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SURGO VENTURES INC
ReturnHeader/Filer/BusinessNameControlTxt0SURG
ReturnHeader/Filer/EIN0843902140
ReturnHeader/Filer/PhoneNum02022773848
ReturnHeader/Filer/USAddress/AddressLine1Txt01701 RHODE ISLAND AVE NW
ReturnHeader/Filer/USAddress/CityNm0WASHINGTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0DC
ReturnHeader/Filer/USAddress/ZIPCd020036
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0410746749
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CLIFTONLARSONALLEN LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0901 NORTH GLEBE ROAD SUITE 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ARLINGTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0VA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd022203
ReturnHeader/PreparerPersonGrp/PhoneNum05712279500
ReturnHeader/PreparerPersonGrp/PreparationDt02024-11-05
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ROBERT WILLIAMS
ReturnHeader/ReturnTs02024-11-05T12:32:18-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

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