Civic Intelligence

Surgical Leaders Foundation Inc.

EIN 86-3297611 • 501(c)3 • Catonsville, MD

Pub. 78 Eligible990-N CoverageNTEE G03

Profile

Advocate for diversity in surgical workforce

5 Second Look LaneCatonsville, MD 21228

surgicalleaders.org

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2024

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2024

Net Margin

88th percentile

69%

Higher net margin than 88% of similar nonprofits.

NTEE G • <$500k nonprofits • Source year 2024

Top Officer Pay

87th percentile

$0

Higher top officer pay than 87% of similar nonprofits.

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

NTEE G • <$500k nonprofits • Source year 2024

Asset Growth

77th percentile

35%

Faster asset growth than 77% of similar nonprofits.

NTEE G • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

25th percentile

-38%

Faster revenue growth than 25% of similar nonprofits.

NTEE G • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$51,787

Up $13,468 (+35%) from 2023

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Up

$51,787

Up $13,468 (+35%) from 2023

Operations
Liabilities / RevenueScore unavailableNet Margin88th percentile

Revenue

Down

$9,775

Down $6,060 (-38%) from 2023

Expenses

Down

$3,030

Down $4,285 (-59%) from 2023

Net Income

Down

$6,745

Down $1,775 (-21%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth77th percentile

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

$60K$40K$20K$0Assets 2023: $38,319Net Assets 2023: $38,3192023Assets 2024: $51,787Net Assets 2024: $51,7872024

Highlighted filing

2024

Assets$51,787
Liabilities-
Net Assets$51,787
Open 2024 Filing

Operations Trend

Revenue Growth25th percentile

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

$20K$15K$10K$5.0K$0Revenue 2023: $15,835Expenses 2023: $7,315Net Income 2023: $8,5202023Revenue 2024: $9,775Expenses 2024: $3,030Net Income 2024: $6,7452024

Highlighted filing

2024

Revenue$9,775
Expenses$3,030
Net Income$6,745
Open 2024 Filing

Filings

Most recent year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$51,787
Liabilities
-
Net assets
$51,787
Revenue
$9,775
Expenses
$3,030
Net income
$6,745
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$51.8$51.8$9.78$3.03$6.75
2023Detailed filing. Detailed filing data is available for this year.$38.3$38.3$15.8$7.32$8.52
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 6, 2025
Return Version
2024v5.1
Gross Receipts
$10,759
Mission and Program Overview

Mission

Advocate for diversity in surgical workforce

Program Services

DescriptionGrantsExpenses
THE ORGANIZATION PROVIDED FINANCIAL SUPPORT TO THE SURGICAL SECTION OF THE NATIONAL MEDICAL ASSOCIATION BY PROVIDING HONORARIUMS TO SYMPOSIUM AWARD WINNERS. OTHER EFFORTS WERE FOCUS ON BRANDING AND FUNDRAISING SOLUTIONS.$1,400$1,092
Compensation and Service Providers
Top Officer Pay87th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MICHAEL L GREEN JR MDPresident-$0--
WENDY RICKETTS GREENE MDVice President-$0--
KIMBERLY JOSEPH MDSecretary/Treasurer-$0--
DAVID JACOTS MDDirector-$0--
RONDA S HENRY-TILLMAN MDDirector-$0--
Filing and Contact Details

Filer

Filer Name
Surgical Leaders Foundation Inc
EIN
86-3297611
In Care Of
% KIMBERLY JOSEPH
Phone
3123439334
Address
5 SECOND LOOK LANE, CATONSVILLE, MD 21228

Signing Officer

Name
Kimberly Joseph
Title
Secretary
Phone
3123439334
Signed
2025-05-06
Discuss with paid preparer
Yes

Preparer

Firm
White Accounting Services LLC
Address
6077-C HARFORD ROAD, BALTIMORE, MD 21214
Preparer
Paul White
Phone
4102543400
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 16, Other Expenses

“Supplies 77”

Form 990-EZ, Part I, Line 16, Other Expenses

“SERVICE CHARGES 243”

Form 990-EZ, Part I, Line 16, Other Expenses

“PROGRAM EXPENSE 492”

Form 990-EZ, Part I, Line 16, Other Expenses

“Administrative expense 600”

Form 990-EZ, Part I, Line 16, Other Expenses

“INVESTMENT FEES 218”

Form 990-EZ, Part I, Line 20, Net Assets

“Reconcile / adjust beginning balance 4,492”

Form 990-EZ, Part I, Line 20, Net Assets

“Unrealized gains in 2024 2,231”

Raw XML Appendix152 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
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IRS990EZ/BooksInCareOfDetail/PhoneNum03123439334
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0CATONSVILLE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MD
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd021228
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IRS990EZ/GrantsAndSimilarAmountsPaidAmt01400
IRS990EZ/GrossReceiptsAmt010759
IRS990EZ/InfoInScheduleOPartIInd0X
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IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
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IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt051787
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0002.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt3002.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt4002.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0MICHAEL L GREEN JR MD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1WENDY RICKETTS GREENE MD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2KIMBERLY JOSEPH MD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3DAVID JACOTS MD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4RONDA S HENRY-TILLMAN MD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY/TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherChangesInNetAssetsAmt06723
IRS990EZ/OtherExpensesTotalAmt01630
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0ADVOCATE FOR DIVERSITY IN SURGICAL WORKFORCE
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0THE ORGANIZATION PROVIDED FINANCIAL SUPPORT TO THE SURGICAL SECTION OF THE NATIONAL MEDICAL ASSOCIATION BY PROVIDING HONORARIUMS TO SYMPOSIUM AWARD WINNERS. OTHER EFFORTS WERE FOCUS ON BRANDING AND FUNDRAISING SOLUTIONS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt01400
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt01092
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SaleOfAssetsGrossAmt01289
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0MD
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TotalExpensesAmt03030
IRS990EZ/TotalProgramServiceExpensesAmt01092
IRS990EZ/TotalRevenueAmt09775
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0SURGICALLEADERS.ORG
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt08651
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt011660
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt020311
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt01124
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0665
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0277
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt02066
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.90770
IRS990ScheduleA/PublicSupportPY170Pct00.94600
IRS990ScheduleA/PublicSupportTotal170Amt020311
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt08651
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt011660
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt020311
IRS990ScheduleA/TotalSupportAmt022377
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Supplies 77
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1SERVICE CHARGES 243
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2PROGRAM EXPENSE 492
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ADMINISTRATIVE EXPENSE 600
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4INVESTMENT FEES 218
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5RECONCILE / ADJUST BEGINNING BALANCE 4,492
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6UNREALIZED GAINS IN 2024 2,231
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990-EZ, Part I, Line 20, Net Assets
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990-EZ, Part I, Line 20, Net Assets
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KIMBERLY JOSEPH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SECRETARY
ReturnHeader/BusinessOfficerGrp/PhoneNum03123439334
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SURGICAL LEADERS FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0SURG
ReturnHeader/Filer/EIN0863297611
ReturnHeader/Filer/InCareOfNm0% KIMBERLY JOSEPH
ReturnHeader/Filer/PhoneNum03123439334
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ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
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ReturnHeader/PreparerPersonGrp/PreparerPersonNm0PAUL WHITE
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-05-06T12:55:30-00:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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