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Nonprofiteer
← SURGE INSTITUTE

Form 990 for tax year 2023

Filed by SURGE INSTITUTE.

Totals

Total revenue
$8,068,241
Total expenses
$7,024,291
Contributions and grants received
$6,046,810
Grants paid
$0
Program service revenue
$1,612,773
Investment income
$396,705
Other revenue
$11,953
Total assets, end of year
$12,434,892
Total liabilities, end of year
$322,036
Net assets or fund balances, end of year
$12,112,856
Program services expenses (Part IX)
$5,320,299
Management and general expenses
$849,868
Fundraising expenses
$854,124
Program service expenses (Part III)
$5,320,299

Program services were 75.7% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • DARRYL COBB

    BOARD CHAIR

    Total calculated
    $0
    Hours/week
    2
  • PAULA SNEED

    BOARD TREASURER

    Total calculated
    $0
    Hours/week
    2
  • JEAN CLAUDE BRIZARD

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2
  • ANA MARTINEZ SHROPSHIRE

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2
  • MARGARITA FLOREZ VASCONCELOS

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2
  • MARIA HEREDIA

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2
  • TERESA WARD-MAUPIN

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2
  • CARMITA SEMAAN

    FOUNDER AND PRESIDENT

    Total calculated
    $392,188
    From this org
    $389,407
    From related orgs
    $0
    Other
    $2,781
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $353,438
    Bonus
    $35,969
    Other
    $0
    Deferred
    $2,619
    Nontaxable benefits
    $162
    Filer's total
    $392,188
  • SHANA ALFARO

    COO (THRU 6/24)

    Total calculated
    $309,091
    From this org
    $277,201
    From related orgs
    $0
    Other
    $31,890
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $263,485
    Bonus
    $13,716
    Other
    $0
    Deferred
    $10,378
    Nontaxable benefits
    $21,512
    Filer's total
    $309,091
  • WILLIAM COLLINS

    CHIEF ADVANCEMENT OFFICER

    Total calculated
    $310,217
    From this org
    $290,340
    From related orgs
    $0
    Other
    $19,877
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $270,803
    Bonus
    $19,537
    Other
    $0
    Deferred
    $10,647
    Nontaxable benefits
    $9,230
    Filer's total
    $310,217
  • JANAIA NASH

    CHIEF PROGRAM OFFICER

    Total calculated
    $214,992
    From this org
    $200,625
    From related orgs
    $0
    Other
    $14,367
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $200,000
    Bonus
    $625
    Other
    $0
    Deferred
    $6,004
    Nontaxable benefits
    $8,363
    Filer's total
    $214,992
  • TAMARA PRATHER

    EXECUTIVE DIRECTOR, CHICAGO (THRU 10/23)

    Total calculated
    $128,330
    From this org
    $115,925
    From related orgs
    $0
    Other
    $12,405
    Hours/week
    40
  • YVONNE RODRIGUEZ

    DIRECTOR, NATIONAL PROGRAM TALENT

    Total calculated
    $152,548
    From this org
    $136,607
    From related orgs
    $0
    Other
    $15,941
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $136,250
    Bonus
    $357
    Other
    $0
    Deferred
    $4,353
    Nontaxable benefits
    $11,588
    Filer's total
    $152,548
  • ANDREA EVANS

    EXECUTIVE DIRECTOR, ACADEMY

    Total calculated
    $157,190
    From this org
    $147,507
    From related orgs
    $0
    Other
    $9,683
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $147,150
    Bonus
    $357
    Other
    $0
    Deferred
    $4,701
    Nontaxable benefits
    $4,982
    Filer's total
    $157,190
  • TARASHAUN CAIN

    EXECUTIVE DIRECTOR, BPN

    Total calculated
    $165,989
    From this org
    $150,559
    From related orgs
    $0
    Other
    $15,430
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $141,700
    Bonus
    $8,859
    Other
    $0
    Deferred
    $5,644
    Nontaxable benefits
    $9,786
    Filer's total
    $165,989
  • TIARA WHEATLEY

    VP ALUMNI IMPACT

    Total calculated
    $154,156
    From this org
    $144,782
    From related orgs
    $0
    Other
    $9,374
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $136,250
    Bonus
    $8,532
    Other
    $0
    Deferred
    $3,850
    Nontaxable benefits
    $5,524
    Filer's total
    $154,156

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
2023
Filed
3 February 2025
IRS schema version
2023v6.0
Source object
202540579349301129

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