Civic Intelligence

Surgeons Data Science Collective Inc.

990 • Fiscal year 2023 • EIN 88-1233001

Jan 01, 2023 to Dec 31, 2023 • Filed on Nov 12, 2024

2000 Pennsylvania Ave NW 7000Washington, DC 20006

(202) 996-8230

Siviq Scores

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

Liabilities / Assets

64th percentile

0.17x

Higher debt load relative to assets than 64% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

29th percentile

0.01x

Higher debt load relative to revenue than 29% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Net Margin

56th percentile

6.8%

Higher net margin than 56% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Top Officer Pay

81st percentile

$141,038

Higher top officer pay than 81% of similar nonprofits.

Top officer pay equals 7.9% of source-year revenue.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2023

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2023

Assets

$145,492

No earlier filing loaded for comparison.

Net Assets

$120,896

No earlier filing loaded for comparison.

Liabilities

$24,596

No earlier filing loaded for comparison.

Revenue

$1,775,828

No earlier filing loaded for comparison.

Expenses

$1,654,932

No earlier filing loaded for comparison.

Net Income

$120,896

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$6.0M$4.0M$2.0M$0Assets 2023: $145,492Liabilities 2023: $24,596Net Assets 2023: $120,8962023Assets 2024: $4,640,976Liabilities 2024: $14,117Net Assets 2024: $4,626,8592024

Highlighted filing

2023

Assets$145,492
Liabilities$24,596
Net Assets$120,896

Operations Trend

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

$8.0M$6.0M$4.0M$2.0M$0Revenue 2023: $1,775,828Expenses 2023: $1,654,932Net Income 2023: $120,8962023Revenue 2024: $7,874,047Expenses 2024: $3,368,084Net Income 2024: $4,505,9632024

Highlighted filing

2023

Revenue$1,775,828
Expenses$1,654,932
Net Income$120,896
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Nov 12, 2024
Return Version
2023v5.1
Gross Receipts
$1,775,828
Mission and Program Overview

Mission

We build the infrastructure that powers the digital transformation of global surgery.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$0$145,492▲ $145,492
Rtn Earn Endowment Incm Other Fnds$0$120,896▲ $120,896
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$0$145,492▲ $145,492
Liabilities
Accounts Payable and Accrued Expenses$0$24,596▲ $24,596
Total Liabilities$0$24,596▲ $24,596
Net Assets / Fund Balance
Total Net Assets Fund Balance$0$120,896▲ $120,896
Total Liabilities and Net Assets / Fund Balance$0$145,492▲ $145,492
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Margaux Masson-forsytheDirector of Machine LearningFT$131,538$9,500$141,038
Andrew PorterChief Operating OfficerFT$62,269-$62,269

Board Members and Trustees

NameTitle
Daniel DonohoPresident
Kevin ClearyBoard Member
Michael GlennSecretary

Highest Paid Contractors

ContractorServicesLocationCompensation
Softermii INCSoftware Engineering2618 KRAMER LANE, Austin, TX 78758$277,921
Revenue and Support

Revenue Composition

Contributions and Grants
$1,727,003
Program Service Revenue
$48,802
Investment Income
$23
Other Revenue
$0
All Other Contributions
$1,727,003
Change in Net Assets
$120,896
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$848,175
Other Expenses$806,757
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$662,108$73,568-$735,676
Fees for Services Other$409,123$45,458-$454,581
Fees for Services Legal$76,558$32,810-$109,368
Conferences and Meetings$90,359$10,040-$100,399
Current Officers, Directors, Trustees, and Key Employees$52,567$22,529-$75,096
Payroll Taxes$33,663$3,740-$37,403
Fees for Services Accounting$22,925$9,825-$32,750
Travel$27,599$3,067-$30,666
Information Technology$25,376$2,820-$28,196
Occupancy$23,823$2,647-$26,470
Insurance$10,655$4,566-$15,221
Other Expenses$3,906$1,674-$5,580
Office Expenses$2,468$1,058-$3,526
Total Functional Expenses$1,441,130$213,802$0$1,654,932
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 A, Line 6

The organization has a single class of members, and any serving member of the board of directors shall, during such time of service, be deemed to be a member of the organization.

Form 990, Part VI, Section A, Line 7A

The organization has a single class of members, and any serving member of the board of directors shall, during such time of service, be deemed to be a member of the organization.

Form 990, Part VI, Section A, Line 8B

No committees have yet been established besides the board of directors.

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

The chief operating officer will review the form 990, as will personnel from acadia family office and clark nuber.

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

The organization's conflict of interest governs the actions of each board member and officer of the organization. In connection with any actual or possible conflict of interest, director, principal officers, or member of a committee with board of director delegated powers must disclose the existence of the financial interest and be given the opportunity to disclose all material facts to the directors and members of committees with board of directors delegated powers considering the proposed transaction or arrangement. After disclosure of the financial interest and all material facts, and after any discussion with the interested person, he/she shall leave the board of directors or committee meeting while the determination of a conflict of interest is discussed and voted upon. The remaining board or committee members shall decide if a conflict of interest exists.

Form 990, Part VI, Section B, Line 15

The organization utilizes an outsourced human resource and recruiting consultant to determine compensation of top management officials and other officers. The hr and recruiting consultant provide compensation recommendations based on benchmarking the employee's job description/duties with salary and current salary survey. All compensation negotiations with employees were at arm's length.

Form 990, Part VI, Section C, Line 19

Form 1023 and form 990 are available to the public upon request.

Filing and Contact Details

Filer

Filer Name
SURGEON'S DATA SCIENCE COLLECTIVE INC
EIN
88-1233001
Phone
2029968230
Address
2000 PENNSYLVANIA AVE NW 7000, WASHINGTON, DC 20006
Doing Business As
Surgical Data Science Collective (sdsc)

Signing Officer

Name
Andrew Porter
Title
Chief Operating Officer
Phone
2029968230
Signed
2024-11-12

Organization Details

Principal Officer
Daniel Donoho
Formed
2022
Legal Domicile
De
Voting Board Members
3
Independent Board Members
2
Employees
9
Volunteers
8

Preparer

Firm
Clark Nuber Ps
Address
10900 NE 4TH ST STE 1400, BELLEVUE, WA 98004
Preparer
Jennifer Becker Harris
Phone
4254544919
Supplemental Narrative

Additional Explanations

FORM 990, PART I, LINE 6:

The organization had eight volunteers during the year.

Form 990, Part IX, Line 11G

Software engineering: program service expenses 323,463. Management and general expenses 35,940. Fundraising expenses 0. Total expenses 359,403. Recruiting: program service expenses 85,660. Management and general expenses 9,518. Fundraising expenses 0. Total expenses 95,178.

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IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION HAD EIGHT VOLUNTEERS DURING THE YEAR.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION HAS A SINGLE CLASS OF MEMBERS, AND ANY SERVING MEMBER OF THE BOARD OF DIRECTORS SHALL, DURING SUCH TIME OF SERVICE, BE DEEMED TO BE A MEMBER OF THE ORGANIZATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION HAS A SINGLE CLASS OF MEMBERS, AND ANY SERVING MEMBER OF THE BOARD OF DIRECTORS SHALL, DURING SUCH TIME OF SERVICE, BE DEEMED TO BE A MEMBER OF THE ORGANIZATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3NO COMMITTEES HAVE YET BEEN ESTABLISHED BESIDES THE BOARD OF DIRECTORS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE CHIEF OPERATING OFFICER WILL REVIEW THE FORM 990, AS WILL PERSONNEL FROM ACADIA FAMILY OFFICE AND CLARK NUBER.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE ORGANIZATION'S CONFLICT OF INTEREST GOVERNS THE ACTIONS OF EACH BOARD MEMBER AND OFFICER OF THE ORGANIZATION. IN CONNECTION WITH ANY ACTUAL OR POSSIBLE CONFLICT OF INTEREST, DIRECTOR, PRINCIPAL OFFICERS, OR MEMBER OF A COMMITTEE WITH BOARD OF DIRECTOR DELEGATED POWERS MUST DISCLOSE THE EXISTENCE OF THE FINANCIAL INTEREST AND BE GIVEN THE OPPORTUNITY TO DISCLOSE ALL MATERIAL FACTS TO THE DIRECTORS AND MEMBERS OF COMMITTEES WITH BOARD OF DIRECTORS DELEGATED POWERS CONSIDERING THE PROPOSED TRANSACTION OR ARRANGEMENT. AFTER DISCLOSURE OF THE FINANCIAL INTEREST AND ALL MATERIAL FACTS, AND AFTER ANY DISCUSSION WITH THE INTERESTED PERSON, HE/SHE SHALL LEAVE THE BOARD OF DIRECTORS OR COMMITTEE MEETING WHILE THE DETERMINATION OF A CONFLICT OF INTEREST IS DISCUSSED AND VOTED UPON. THE REMAINING BOARD OR COMMITTEE MEMBERS SHALL DECIDE IF A CONFLICT OF INTEREST EXISTS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6THE ORGANIZATION UTILIZES AN OUTSOURCED HUMAN RESOURCE AND RECRUITING CONSULTANT TO DETERMINE COMPENSATION OF TOP MANAGEMENT OFFICIALS AND OTHER OFFICERS. THE HR AND RECRUITING CONSULTANT PROVIDE COMPENSATION RECOMMENDATIONS BASED ON BENCHMARKING THE EMPLOYEE'S JOB DESCRIPTION/DUTIES WITH SALARY AND CURRENT SALARY SURVEY. ALL COMPENSATION NEGOTIATIONS WITH EMPLOYEES WERE AT ARM'S LENGTH.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7FORM 1023 AND FORM 990 ARE AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8SOFTWARE ENGINEERING: PROGRAM SERVICE EXPENSES 323,463. MANAGEMENT AND GENERAL EXPENSES 35,940. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 359,403. RECRUITING: PROGRAM SERVICE EXPENSES 85,660. MANAGEMENT AND GENERAL EXPENSES 9,518. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 95,178.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART I, LINE 6:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART VI, SECTION B, LINE 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8FORM 990, PART IX, LINE 11G
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsEOYAmt0145492
IRS990/TotalAssetsGrp/BOYAmt00
IRS990/TotalAssetsGrp/EOYAmt0145492
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt01727003
IRS990/TotalEmployeeCnt09
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0213802
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt01441130
IRS990/TotalFunctionalExpensesGrp/TotalAmt01654932
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt024596
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt024596
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0120896
IRS990/TotalOtherCompensationAmt09500
IRS990/TotalOtherProgSrvcExpenseAmt023242
IRS990/TotalProgramServiceExpensesAmt01441130
IRS990/TotalProgramServiceRevenueAmt048802
IRS990/TotalReportableCompFromOrgAmt0193807
IRS990/TotalRevenueGrp/ExclusionAmt023
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt048802
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01775828
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt08
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt00
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0145492
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/ManagementAndGeneralAmt03067
IRS990/TravelGrp/ProgramServicesAmt027599
IRS990/TravelGrp/TotalAmt030666
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt02000 PENNSYLVANIA AVE NW 7000
IRS990/USAddress/CityNm0WASHINGTON
IRS990/USAddress/StateAbbreviationCd0DC
IRS990/USAddress/ZIPCd020006
IRS990/VotingMembersGoverningBodyCnt03
IRS990/VotingMembersIndependentCnt02
IRS990/WebsiteAddressTxt0WWW.SURGICALVIDEO.IO
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/PersonNm0ANDREW PORTER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHIEF OPERATING OFFICER
ReturnHeader/BusinessOfficerGrp/PhoneNum02029968230
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-11-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SURGEON'S DATA SCIENCE COLLECTIVE INC
ReturnHeader/Filer/BusinessNameControlTxt0SURG
ReturnHeader/Filer/EIN0881233001
ReturnHeader/Filer/PhoneNum02029968230
ReturnHeader/Filer/USAddress/AddressLine1Txt02000 PENNSYLVANIA AVE NW 7000
ReturnHeader/Filer/USAddress/CityNm0WASHINGTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0DC
ReturnHeader/Filer/USAddress/ZIPCd020006
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0911194016
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CLARK NUBER PS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt010900 NE 4TH ST STE 1400
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BELLEVUE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd098004
ReturnHeader/PreparerPersonGrp/PhoneNum04254544919
ReturnHeader/PreparerPersonGrp/PreparationDt02024-11-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JENNIFER BECKER HARRIS
ReturnHeader/ReturnTs02024-11-13T17:41:12-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

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