Mission: The Surge Institute was established to broadly address the issues of race and class in urban education through leadership development, technical assistance and advoc ... (More)

Surge Institute is a 501(c)(3) organization, with an IRS ruling year of 2015, and donations are tax-deductible.

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Contact Information

  www.surgeinstitute.org

  2045 W GRAND AVE STE B PMB 634
Chicago IL 60612-1577


 Important note on the timeliness of ratings

The IRS is significantly delayed in processing nonprofits' annual tax filings (Forms 990). As a result, the Finance & Accountability score for Surge Institute is outdated and the overall rating may not be representative of its current operations. Please check with the charity directly for any questions you may have.


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Encompass Rating System by Charity Navigator


Overall Score

95

out of 100

This charity's score is a passing score.
This overall score is calculated from multiple beacon scores: 80% Finance & Accountability, 10% Leadership & Adaptability, and 10% Culture & Community


Learn about the Encompass Rating System: Overview | FAQ | Release Notes

Next: Impact & Results

...   Finance & Accountability


This score provides an assessment of a nonprofit's financial health (stability, efficiency and sustainability) and its commitment to governance practices and policies.


Finance & Accountability Score

94

out of 100

The score earned by Surge Institute is a passing score

This V6 of the Finance & Accountability Score provides a baseline measure of an organization's health including the indicators listed in the report below.

This score represents Form 990 data from 2020, the latest year electronically filed and published by the IRS.



Back to Overall

Finance & Accountability Report

94

of 100 points

This beta feature is currently viewable only on desktop or tablet screens. Check back later for updates.

Program Expense

Program Expense Ratio

70.05%

Higher effect on score

More data  


The Program Expense Ratio is determined by Program Expenses divided by Total Expense (average of most recent three 990s). This measure reflects the percent of its total expenses a charity spends on the programs and services it exists to deliver.


Program Expense Percentage

Amount of Credit Received

70% or higherFull Credit
60% - 69.9%Partial Credit
50% - 59.9%Zero Points for Program Expense Score
Below 50%Zero Points for Both Program Expense AND Liabilities to Assets Scores

Source: IRS Form 990

Board Composition

3/3 Independent

Higher effect on score


Charity Navigator looks for at least 3 board members, with more than 50% of those members identified as independent (not salaried).


The presence of an independent governing body is strongly recommended by many industry professionals to allow for full deliberation and diversity of thinking on governance and other organizational matters.


Source: IRS Form 990

Independent Audit or Financial Review

Audited

Higher effect on score


An Audit, Review, or Compilation provides important information about financial accountability and accuracy. Organizations are scored based on their Total Revenue Amount:

Total Revenue Amount

Expectation to Receive Credit

$1 million or higherExpected to complete an audit
$500,000 - $1 millionExpected to complete an audit, review, or compilation
Less than $500,000No expectation (removed from scoring methodology)

Source: IRS Form 990

Liabilities to Assets Ratio

13.55%

Lower effect on score


The Liabilities to Assets Ratio is determined by Total Liabilities divided by Total Assets (most recent 990). This ratio is an indicator of an organization’s solvency and/or long-term sustainability.

Liabilities to Assets Ratio

Amount of Credit Received

Less than 50%Full Credit
50% - 59.9%Partial Credit
60% or moreNo Credit

Source: IRS Form 990

Website

Listed

Lower effect on score


Charity Navigator looks for a website on the Form 990 as an accountability and transparency metric.


Nonprofits act in the public trust and reporting publicly on activities is an important component.


Source: IRS Form 990

Conflict of Interest Policy

Listed

Lower effect on score


Charity Navigator looks for the existence of a conflict of interest policy on the Form 990 as an accountability and transparency measure.


This policy protects the organization and by extension those it serves, when it is considering entering into a transaction that may benefit the private interest of an officer, director and/or key employee of the organization.


Source: IRS Form 990

Board Meeting Minutes

Documented

Lower effect on score


Charity Navigator looks to confirm on the Form 990 that the organization has this process in place as an accountability and transparency measure.


An official record of the events that take place during a board meeting ensures that a contemporaneous document exists for future reference.


Source: IRS Form 990

Document Retention and Destruction

Missing

Lower effect on score


Charity Navigator looks for the existence of a document retention and destruction policy per the Form 990 as an accountability and transparency measure.


This policy establishes guidelines for the handling, backing up, archiving and destruction of documents. These guidelines foster good record keeping procedures that promote data integrity.


Source: IRS Form 990

Whistleblower Policy

Missing

Lower effect on score


Charity Navigator looks for the existence of a whistleblower policy per the Form 990 as an accountability and transparency measure.


This policy outlines procedures for handling employee complaints, as well as a confidential way for employees to report financial or other types of mismanagement.


Source: IRS Form 990

Additional Information

Unscored

This beta feature is currently viewable only on desktop or tablet screens. Check back later for updates.

Total Revenue and Expenses

Total Revenue and Expenses

This chart displays the trend of revenue and expenses over the past several years for this organization, as reported on their IRS Form 990.

Salary of Key Persons

Presented here are up to five of this organization's highest compensated employees. This compensation data includes salary, cash bonuses, and expense accounts and is displayed exactly how it is reported to the IRS. The amounts do not include nontaxable benefits, deferred compensation, or other amounts not reported on Form W-2. In some cases, these amounts may include compensation from related organizations. Read the IRS policies for compensation reporting



CARMITA SEMAAN, FOUNDER AND PRESIDENT

$256,250


DARRYL COBB, BOARD CHAIR

$0


PAULA SNEED, BOARD TREASURER

$0


JEAN CLAUDE BRIZARD, BOARD MEMBER

$0


Source: IRS Form 990 (page 7), filing year 2020

Business Master File Data

Below are some key data points from the Exempt Organization IRS Business Master File (BMF) for this organization. Learn more about the BMF on the IRS website


Activities:

Activity data not reported from the IRS


Foundation Status:

Organization which receives a substantial part of its support from a governmental unit or the general public   170(b)(1)(A)(vi) (BMF foundation code: 15)


Affiliation:

Independent - the organization is an independent organization or an independent auxiliary (i.e., not affiliated with a National, Regional, or Geographic grouping of organizations). (BMF affiliation code: 3)

Data Sources: IRS Forms 990

The Form 990 is a document that nonprofit organizations file with the IRS annually. We leverage finance and accountability data from it to form Encompass ratings. Click here to view this organization's Forms 990 on the IRS website (if any are available).

Pandemic Response

Due to the unprecedented nature of the pandemic, we give charities such as this one the opportunity to share the story of COVID's impact on them. Charities may submit their own pandemic responses through their nonprofit portal.


Surge Institute reported being impacted by COVID-19 in the following ways:
  • Program Delivery


How COVID-19 impacted the organization's operations financially:

We received a PPP loan and were able to retain our full staff. In 2020, our community had some major giants to tackle. The burden of COVID sat heavily on families. Basic needs that many take for granted—food, shelter, and security were rapidly growing concerns, particularly for those without the income to save ahead of the pandemic. The challenges were real, and Surge Fellows & Alumni all over the country were feeling the impact on themselves and the communities they serve. To help relieve some of the pressure on the families they were serving, in April 2020 we launched the Surge Relief Fund, created to address some of the most pressing needs of the communities that our Surge Fellows and Alums were serving. We raised more than $150,000 in donations and pledges, all of which were used to serve communities in need during this time! We are happy to announce that awards were made to 30 different Alumni & Fellow organizations across the nation.


How COVID-19 impacted the organization's delivery of programs:

Due to the pandemic, we were forced to stop all in-person, face-to-face, monthly Fellowship sessions, and other events. Everything became a virtual meeting via ZOOM.


How this organization adapted to changing conditions caused by COVID-19:

All staff members were sequestered at home as of the 3/20/2020 shut-down of the entire state of Illinois and the city of Chicago. Staff members were provided all the equipment needed for them to set up an at-home office. All staff and team meetings were conducted via ZOOM. We never fully returned to the office locations.


Innovations the organization intends to continue permanently after the pandemic:

We have become a virtual organization. Our employees are located in six different states at present, with more virtual locations planned for 2022. Our Chicago physical office was closed this past December 2021 and we will be closing our Oakland office in March 2022. As we ease into spring of 2022 we will be offering a combination of virtual and in-person sessions for our Fellowship programs and other events.


Previous: Finance & Accountability  / Next: Leadership & Adaptability

...   Impact & Results


This score estimates the actual impact a nonprofit has on the lives of those it serves, and determines whether it is making good use of donor resources to achieve that impact.


Impact & Results Score

Not Currently Scored

Surge Institute cannot currently be evaluated by our Encompass Rating Impact & Results methodology because either (A) it is eligible, but we have not yet received data; (B) we have not yet developed an algorithm to estimate its programmatic impact; (C) its programs are not direct services; or (D) it is not heavily reliant on contributions from individual donors.

Note: The absence of a score does not indicate a positive or negative assessment, it only indicates that we have not yet evaluated the organization.

Learn more about Impact & Results.


Back to Overall

Additional Information

Unscored

This beta feature is currently viewable only on desktop or tablet screens. Check back later for updates.

Largest Programs

Largest Programs



Surge Institute reported its largest program on its FY 2020 Form 990 as:


$2,502,756

Spent in most recent FY

100%

Percent of program expenses


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 brin ... (More)


Previous: Impact & Results  / Next: Culture & Community

...   Leadership & Adaptability


This score provides an assessment of the organization's leadership capacity, strategic thinking and planning, and ability to innovate or respond to changes in constituent demand/need or other relevant social and economic conditions to achieve the organization's mission.


Leadership & Adaptability Score

100

out of 100

The score earned by Surge Institute is a passing score.

Encompass Rating V4 provides an evaluation of the organization's Leadership & Adaptability through the nonprofit organization submitting a survey response directly to Charity Navigator.


Back to Overall

Leadership & Adaptability Report

100

of 100 points

Mission

The nonprofit organization presents evidence of strategic thinking through articulating the organization’s mission


To educate and develop leaders of color who create transformative change for young people, their families, and our broader communities.


Source: Nonprofit submitted responses

Vision

The nonprofit organization presents evidence of strategic thinking through articulating the organization’s vision.


We are the preeminent pipeline addressing the dearth of leadership of color at the decision-making tables. The Surge Fellowship and Surge Academy are the signature programs of the Surge Institute that serve as a best-in-class, cohort-based experience that unites, accelerates, and empowers emerging leaders of color in education. They are a key facet of our growing movement to better serve the communities too often ignored due to a lack of leadership that understands their needs.


Source: Nonprofit submitted responses

Strategic Goals

The nonprofit organization presents evidence of strategic thinking and goal setting through sharing their most important strategic goals.


Goal One: The Surge ahead incls. developing, elevating & uniting 5,000+ leaders by 2030, catalyzing their growth, providing tools & connections necessary to wreck the nonsense we see & create the space we need

Goal Type: Grow, expand, scale or increase access to the existing programs and services.


Goal Two: Fuel the expanding vision & efforts of leaders, binding them tighter as a collective of changemakers, growing their knowledge of what it takes to influence change & provide support to move mountains

Goal Type: New program(s) based on observed changes in needs among our constituencies/communities served.


Goal Three: To influence systemic change, connecting with forward-thinking leaders & allies to build collective efforts that shift policies & practices in institutions & orgs. to create equitable spaces for all.

Goal Type: This goal reflects our commitment to further our advocacy work for our organization and or cause area.


Source: Nonprofit submitted responses

Leadership Development

The nonprofit provides evidence of investment in leadership development


Describe an investment in leadership

Every staff member receives an annual stipend to be used at their discretion for professional /leadership development training & coaching opportunities, after receiving approval from their manager.

Source: Nonprofit submitted responses

Mobilizing for Mission

The nonprofit provides evidence of leadership through focusing externally and mobilizing resources for the mission.


This organization mobilizes for mission in the following ways:
  • Strategic Partnerships

  • Thought Leadership

  • Raising Awareness

What are this organization’s external mobilizaton efforts?

Our allies make us better. Surge builds deep relationships with presenters, coaches, facilitators, caterers, and other partners who represent our values and our identities, and we help them build thriving businesses with authenticity. Surge leaders and alums constantly receive requests to present and/or speak at various venues, for both education, and leadership events and conferences across the country.

Source: Nonprofit submitted responses

Story of Adaptability

The nonprofit has an opportunity to tell the story of how the organization adapted to tremendous external changes in the last year.


COVID led us to find new ways of working, and our two latest hires live in Florida and Pennsylvania, respectively. Our Founder & President has relocated to California. Our current staff has successfully nestled work spaces into their homes, supported with standing desks, big monitors, and ergonomic chairs. We will save money and invest our funds differently to become a virtual organization, limited not by cities but opened to national opportunity.

Source: Nonprofit submitted responses

Previous: Leadership & Adaptability

...   Culture & Community


This score provides an assessment of the organization's culture and connectedness to the community it serves. Learn more about how and why we rate Culture & Community.


Culture & Community Score

100

out of 100

Surge Institute has earned a passing score. The organization provided data about its Diversity, Equity, & Inclusion (DEI) practices (see report below).

The Culture & Community Beacon is comprised of the following metrics:

  • Constituent Feedback: Not Scored

  • Diversity, Equity, & Inclusion: 100/100 (100% of beacon score)


Back to Overall

Culture & Community Report

100

of 100 points

This beta feature is currently viewable only on desktop or tablet screens. Check back later for updates.

Constituent Feedback

Diversity, Equity, & Inclusion

100/100 points

100% of beacon score


This organization's score of 100 is a passing score. The organization reported that it is implementing 11 diversity, equity and inclusion (DEI) practices. Charity Navigator believes nonprofit organizations implementing effective DEI policies and practices can enhance a nonprofit's decision-making, staff motivation, innovation, and effectiveness.


View this organization's DEI Strategies


Methodology


We are utilizing data collected by Candid to document and assess the DEI practices implemented by the organization. Nonprofit organizations are encouraged to fill out the Equity Strategies section of their Candid profiles to receive a rating.


Learn more about the methodology.

Constituent Feedback

Not Scored


This organization reported that it is collecting feedback from the constituents and/or communities it serves. However, it did not respond to one or more survey questions, and therefore is not eligible for a score on this metric. (View our beacon methodology.) Charity Navigator believes nonprofit organizations that engage in inclusive practices, such as collecting feedback from the people and communities they serve, may be more effective.


View this organization's Constituent Feedback Practices




Methodology


We've partnered with Candid to survey organizations about their feedback practices. Nonprofit organizations can fill out the How We Listen section of their Candid profile to receive a rating.


Learn more about the methodology.

Analysis and Research


Like the overall Encompass Rating System, the Culture & Community Beacon is designed to evolve as metrics are developed and ready for integration. Below you can find more information about the metrics we currently evaluate in this beacon and their relevance to nonprofit performance.


Constituent Feedback


Diversity, Equity, and Inclusion

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