Totals
- Total revenue
- $3,927,387
- Total expenses
- $7,575,402
- Contributions and grants received
- $2,236,882
- Grants paid
- $0
- Program service revenue
- $1,616,628
- Investment income
- $73,877
- Other revenue
- $0
- Total assets, end of year
- $11,281,833
- Total liabilities, end of year
- $254,486
- Net assets or fund balances, end of year
- $11,027,347
- Program services expenses (Part IX)
- $5,461,652
- Management and general expenses
- $1,566,582
- Fundraising expenses
- $547,168
- Program service expenses (Part III)
- $5,461,652
Program services were 72.1% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
1f · All other contributions, gifts and grants
$2,236,882
-
2a · Program service revenue: FELLOWSHIP CURRICULUM PROGRAM
total $1,616,628 · related or exempt $1,616,628
-
3 · Investment income
total $73,877 · excluded $73,877
-
7a · Gross sales of assets other than inventory
securities $1,404,889
-
7b · Less cost or other basis and sales expenses
securities $1,404,889
-
7c · Gain or loss
securities $0
Functional expenses
Part IX, the statement of functional expenses.
-
5 · Compensation of officers, directors and key employees
total $1,232,973 · program services $794,044 · management and general $247,590 · fundraising $191,339
-
7 · Other salaries and wages
total $2,237,736 · program services $1,850,253 · management and general $138,678 · fundraising $248,805
-
9 · Other employee benefits
total $222,715 · program services $198,828 · management and general $1,122 · fundraising $22,765
-
10 · Payroll taxes
total $228,938 · program services $178,167 · management and general $20,663 · fundraising $30,108
-
11b · Fees: legal
total $9,102 · program services $6,098 · management and general $1,365 · fundraising $1,639
-
11c · Fees: accounting
total $99,048 · program services $66,362 · management and general $14,857 · fundraising $17,829
-
11g · Fees: other
total $7,831 · program services $5,247 · management and general $1,175 · fundraising $1,409
-
12 · Advertising and promotion
total $202,092 · program services $202,092
-
13 · Office expenses
total $108,785 · program services $86,257 · management and general $22,528
-
14 · Information technology
total $137,434 · program services $71,466 · management and general $41,230 · fundraising $24,738
-
16 · Occupancy
total $32,966 · program services $20,261 · management and general $7,302 · fundraising $5,403
-
17 · Travel
total $442,523 · program services $167,295 · management and general $275,228
-
19 · Conferences, conventions and meetings
total $900,524 · program services $814,759 · management and general $83,376 · fundraising $2,389
-
23 · Insurance
total $13,052 · program services $10,819 · management and general $1,489 · fundraising $744
-
24a · Other expenses: PROGRAM DESIGN AND OPER
total $1,041,699 · program services $464,833 · management and general $576,866
-
24b · Other expenses: DIRECT PROGRAM EXPENSES
total $524,774 · program services $524,774
-
24c · Other expenses: RECRUITMENT AND DEVELOP
total $101,234 · management and general $101,234
-
24d · Other expenses: POSTAGE AND DELIVERY
total $15,727 · management and general $15,727
-
24e · All other expenses
total $16,249 · program services $97 · management and general $16,152
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $165,829 · end of year $225,417
-
2 · Savings and temporary cash investments
beginning of year $3,379,695 · end of year $315,347
-
3 · Pledges and grants receivable
beginning of year $2,677,451 · end of year $1,947,059
-
4 · Accounts receivable
beginning of year $46,250 · end of year $0
-
9 · Prepaid expenses and deferred charges
beginning of year $83,336 · end of year $57,545
-
11 · Investments: publicly traded securities
beginning of year $8,666,335 · end of year $8,736,465
-
17 · Accounts payable and accrued expenses
beginning of year $340,189 · end of year $254,486
-
27 · Net assets without donor restrictions
beginning of year $8,293,207 · end of year $6,967,180
-
28 · Net assets with donor restrictions
beginning of year $6,385,500 · end of year $4,060,167
Mission and programs · 2022
Mission
THE SURGE INSTITUTE ("SURGE"), IS AN ILLINOIS NOT-FOR-PROFIT CORPORATION THAT WAS FOUNDED IN OCTOBER 2014 IN RESPONSE TO THE DEARTH OF LEADERSHIP OF COLOR AT THE DECISION-MAKING TABLES WITHIN EDUCATION. SURGE PROVIDES LEADERSHIP DEVELOPMENT RESOURCES TO INSTITUTIONS AND INDIVIDUALS TO CREATE A PIPELINE OF DIVERSE LEADERS IN EDUCATION.
Activities or mission (Part I)
THE SURGE INSTITUTE WAS ESTABLISHED TO BROADLY ADDRESS THE ISSUES OF RACE AND CLASS IN URBAN EDUCATION THROUGH LEADERSHIP DEVELOPMENT, TECHNICAL ASSISTANCE, AND ADVOCACY.
-
THE SURGE FELLOWSHIP IS DESIGNED TO IDENTIFY AND GROOM EMERGING TALENT IN EDUCATION, AND PROVIDE THEM WITH LEADERSHIP DEVELOPMENT AS WELL AS ACCESS TO NETWORKS AND VISIBILITY, EMPOWERING THEM TO BRING NEW IDEAS, PERSPECTIVES AND SOLUTIONS THAT CHANGE THE LANDSCAPE OF EDUCATION.
Expenses $5,461,652 · Revenue $1,616,628
As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Darryl CobbDARRYL COBB
BOARD CHAIR
- Total calculated
- $0
- Hours/week
- 2
-
Paula SneedPAULA SNEED
BOARD TREASURER
- Total calculated
- $0
- Hours/week
- 2
-
Jean Claude BrizardJEAN CLAUDE BRIZARD
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
Ana Martinez ShropshireANA MARTINEZ SHROPSHIRE
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
Margarita Florez VasconcelosMARGARITA FLOREZ VASCONCELOS
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
Carmita SemaanCARMITA SEMAAN
FOUNDER AND PRESIDENT
- Total calculated
- $393,391
- From this org
- $384,451
- From related orgs
- $0
- Other
- $8,940
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $299,107
- Bonus
- $85,344
- Other
- $0
- Deferred
- $8,940
- Nontaxable benefits
- $0
- Filer's total
- $393,391
-
Shana AlfaroSHANA ALFARO
COO
- Total calculated
- $283,436
- From this org
- $247,839
- From related orgs
- $0
- Other
- $35,597
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $215,888
- Bonus
- $31,951
- Other
- $0
- Deferred
- $10,214
- Nontaxable benefits
- $25,383
- Filer's total
- $283,436
-
William CollinsWILLIAM COLLINS
CHIEF ADVANCEMENT OFFICER
- Total calculated
- $282,337
- From this org
- $258,330
- From related orgs
- $0
- Other
- $24,007
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $221,012
- Bonus
- $37,318
- Other
- $0
- Deferred
- $10,620
- Nontaxable benefits
- $13,387
- Filer's total
- $282,337
-
Janaia NashJANAIA NASH
CHIEF PROGRAM OFFICER AS OF 10/3/22
- Total calculated
- $49,491
- From this org
- $48,629
- From related orgs
- $0
- Other
- $862
- Hours/week
- 40
-
Tamara PratherTAMARA PRATHER
EXEC DIRECTOR, CHICAGO
- Total calculated
- $166,167
- From this org
- $151,247
- From related orgs
- $0
- Other
- $14,920
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $142,092
- Bonus
- $9,155
- Other
- $0
- Deferred
- $6,179
- Nontaxable benefits
- $8,741
- Filer's total
- $166,167
-
Yvonne RodriguezYVONNE RODRIGUEZ
PROGRAM DIRECTOR, OAKLAND
- Total calculated
- $159,875
- From this org
- $139,988
- From related orgs
- $0
- Other
- $19,887
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $128,336
- Bonus
- $11,652
- Other
- $0
- Deferred
- $5,155
- Nontaxable benefits
- $14,732
- Filer's total
- $159,875
-
Aeriell RobinsonAERIELL ROBINSON
CHIEF OF STAFF UNTIL 6/2/23
- Total calculated
- $189,448
- From this org
- $175,306
- From related orgs
- $0
- Other
- $14,142
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $153,101
- Bonus
- $22,205
- Other
- $0
- Deferred
- $5,783
- Nontaxable benefits
- $8,359
- Filer's total
- $189,448
-
Andrea EvansANDREA EVANS
EXECUTIVE DIRECTOR, ACADEMY
- Total calculated
- $126,130
- From this org
- $121,430
- From related orgs
- $0
- Other
- $4,700
- Hours/week
- 40
-
Tarashaun CainTARASHAUN CAIN
EXECUTIVE DIRECTOR, BPN
- Total calculated
- $131,342
- From this org
- $119,250
- From related orgs
- $0
- Other
- $12,092
- Hours/week
- 40
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.
Schedule J
Answered yes
- 3 · Compensation survey or study
- 3 · Approval by the board or compensation committee
Answered no
- 4a · Severance or change-of-control payment
- 4b · Supplemental nonqualified retirement plan
- 4c · Equity-based compensation arrangement
- 5a · Pay contingent on this organization's revenues
- 5b · Pay contingent on a related organization's revenues
- 6a · Pay contingent on this organization's net earnings
- 6b · Pay contingent on a related organization's net earnings
- 7 · Other non-fixed payments
- 8 · Paid under the initial-contract exception
Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.
Grants on this return
No itemized grants to organizations on this return.
Provenance
- Return type
- form_990
- Tax year
- 2022
- Filed
- 8 April 2024
- IRS schema version
- 2022v5.0
- Source object
- 202420999349302052
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
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