2023-11-08T17:08:12-06:00 2022-12-31 410746749 CLIFTONLARSONALLEN LLP 901 NORTH GLEBE ROAD SUITE 200 ARLINGTON VA 22203 990 2022-01-01 843902140 SURGO VENTURES INC SURG 2063306272 1701 RHODE ISLAND AVENUE NW WASHINGTON DC 20036 ZAINAB SCHWARTZ CFO 2063306272 2023-11-08 1 ZAINAB SCHWARTZ 999009999 0 ROBERT WILLIAMS P01345960 5712279500 2023-11-07 0 AAL1 IAL1 2022 2023-04-26 12:10:37Z SEMA SGAIER 1701 RHODE ISLAND AVENUE NW WASHINGTON DC 20036 5721642 0 X SURGOVENTURES.ORG X 2019 DE TO DEVELOP PRECISE, TARGETED, AND PRACTICAL SOLUTIONS THAT LEAD TO BETTER RESULTS AND IMPROVE PEOPLES LIVES. X 5 4 29 4 0 0 6988435 4248142 0 0 0 1473500 0 0 6988435 5721642 0 0 0 0 3503778 3602057 0 0 0 4276506 2871811 7780284 6473868 -791849 -752226 2766047 2067598 191099 244876 2574948 1822722 TO USE ALL THE TOOLS AVAILABLE FROM BEHAVIORAL SCIENCE, DATA SCIENCE, AND ARTIFICIAL INTELLIGENCE TO UNLOCK SOLUTIONS THAT WILL SAVE AND IMPROVE PEOPLE'S LIVES. 0 0 5306498 THE ORGANIZATION IS FOCUSED ON PROVIDING AND ACHIEVING IMPROVED GLOBAL HEALTH CARE, PARTICULARLY FOCUSING ON COVID-19, HIV/AIDS, TUBERCULOSIS, MATERNAL MORTALITY, HOUSING, AND MORE. THE ORGANIZATION STRIVES ACHIEVE THIS THROUGH THE USE OF DATA ANALYTICS IN CONNECTION WITH THE MEDICAL FIELD TO HELP DEVELOP BETTER MEDICAL PRACTICES, TREATMENTS, AND ULTIMATELY CURES FOR CERTAIN MEDICAL CONDITIONS. THE RESULTS ALLOW THE ORGANIZATION TO IMPROVE THE DESIGN AND DELIVERY OF PUBLIC HEALTH AND DEVELOPMENT PROBLEMS ON A LARGE PLATFORM. 5306498 1 1 0 0 0 1 0 0 0 0 0 0 0 1 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 1 16 0 29 1 0 0 0 0 0 0 0 0 0 0 0 0 X 5 4 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 0 1 1 0 X THE ORGANIZATION 6317962581 1701 RHODE ISLAND AVENUE NW WASHINGTON DC 20036 SEMA SGAIER PRESIDENT & CEO 40.00 X X 326574 0 52410 MALA GAONKAR CHAIRPERSON 2.00 X 0 0 0 MALCOLM GLADWELL MEMBER 0.10 X 0 0 0 WILLIAM HELMAN MEMBER 0.10 X 0 0 0 PETER PIOT MEMBER 0.10 X 0 0 0 ZAINAB SCHWARTZ CFO 40.00 X 114156 0 4167 HANNAH KEMP VP CLIENT SERVICES 40.00 X 213039 0 37034 DANIELLE SCHMUTZ DIRECTOR OF OPERATIONS 40.00 X 163523 0 29989 VINCENT HUANG DIRECTOR OF DATA SCICENCE & AI 40.00 X 182555 0 32886 AARON DIBNER-DUNLOP SENIOR RESEARCH SCIENTIST 40.00 X 178160 0 33906 NICHOLAS STEWART SENIOR RESEARCH SCIENTIST 40.00 X 136995 0 28827 PULKIT AGARWAL SENIOR MANAGER CLIENT SERVICES 40.00 X 156243 0 10144 THOMAS KLOTZ CHIEF OF STAFF 40.00 X 124253 0 8333 1595498 0 237696 11 0 1 0 IPSOS PUBLIC AFFAIRS LLC 301 MERRITT 7 NORWALK CT 06851 SURVEY VENDORS 481520 OCORIAN LTD 26 NEW STREET ST HELIER JERSEY UK OUTSROUCED ACCOUNTING SERVICES FIRM 345491 MARY'S CENTER FOR MATERNAL CHILD 2333 ONTARIO RD NW WASHINGTON DC 20009 PARTNER PAYOUT FOR UBER GRANT 202245 SWIFT HR SOLUTIONS INC 1100 BELLEVUE WAY NE STE 8-A 501 BELLEVUE WA 98004 OUTSROUCED HR SERVICES FIRM 179950 PETER SMITTENAAR 5 HOBGATE YO24 4HE YORK ENGLAND UK INDEPENDENT CONTRACTOR - R&D SERVICES 151711 4 4248142 4248142 1473500 0 1473500 1473500 1473500 5721642 0 0 1473500 X 1050720 798547 252173 2260982 1715729 545253 39089 29597 9492 52325 39697 12628 198941 151032 47909 55838 51409 4429 266436 245301 21135 1956890 1778398 178492 47126 24625 22501 295119 266999 28120 151189 136070 15119 76019 69094 6925 20080 20080 MISCELLANEOUS EXPENSE 3114 3114 6473868 5306498 1167370 0 2235748 275312 515074 250000 15225 1542286 2766047 2067598 191099 244876 191099 244876 X 1548325 1021519 1026623 801203 2574948 1822722 2766047 2067598 -752226 0 X X 1 X 0 1 0 X 6402060 6988435 4248142 17638637 6402060 6988435 4248142 17638637 14286635 3352002 17638637 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 8 4248142 3446940 801202 1 1 0 OTHER ASSETS 17225 DUE FROM SURGO HEALTH 51561 NOTES RECEIVABLE FROM SURGO HEALTH 1473500 1542286 EUROPE (INCLUDING ICELAND & GREENLAND) 0 0 MANAGEMENT AND GENERAL SERVICE MANAGEMENT AND GENERAL SERVICE 21581 0 0 0 0 0 0 21581 0 21581 0 0 0 0 0 0 PART III ACCOUNTING METHOD: X X 0 0 0 0 0 0 0 0 0 SEMA SGAIER PRESIDENT & CEO 264167 0 62407 0 0 0 45251 0 7159 0 378984 0 0 0 HANNAH KEMP VP CLIENT SERVICES 167608 0 45431 0 0 0 28701 0 8333 0 250073 0 0 0 VINCENT HUANG DIRECTOR OF DATA SCICENCE & AI 146931 0 35624 0 0 0 24553 0 8333 0 215441 0 0 0 AARON DIBNER-DUNLOP SENIOR RESEARCH SCIENTIST 150543 0 27617 0 0 0 25573 0 8333 0 212066 0 0 0 DANIELLE SCHMUTZ DIRECTOR OF OPERATIONS 129436 0 34087 0 0 0 21656 0 8333 0 193512 0 0 0 PULKIT AGARWAL SENIOR MANAGER CLIENT SERVICES 140899 0 15344 0 0 0 1811 0 8333 0 166387 0 0 0 NICHOLAS STEWART SENIOR RESEARCH SCIENTIST 118941 0 18054 0 0 0 20494 0 8333 0 165822 0 0 0 PART I, LINE 3 REVIEW AND APPROVAL BY INDEPENDENT PERSONS: THE CHAIRPERSON OF SVI WILL SIGN OFF ON THE CEO COMPENSATION. COMPARABILITY DATA: THE COMPENSATION COMMITTEE LLC WAS HIRED TO CONDUCT A DEEP MARKET STUDY INCLUDING, BASE PAY, STRUCTURE, CAREER DEVELOPMENT, PLACEMENT, AND RECOMMENDATIONS ON CHANGES. BASED ON THIS DETAILED REPORT, COMPENSATION IS DETERMINED. THIS REPORT IS VALID FOR 3 YEARS. INTANGIBLE ASSETS 2022-11-01 1473500 APPRAISAL 883366140 SURGO HEALTH PBC 1701 RHODE ISLAND AVENUE NW WASHINGTON DC 20036 C CORPORATION 1 1 1 0 PART II, LINE 2E: PERSON(S) INVOLVED: THE CEO AND ALL SURGO VENTURES INC. EMPLOYEES WERE TERMINATED AND THEY WERE ALL HIRED BY SURGO HEALTH P.B.C. PART II, LINE 2E: EXPLANATION OF INVOLVEMENT: THE CEO AND ALL SURGO VENTURES INC. EMPLOYEES WERE TERMINATED AND THEY WERE ALL HIRED BY SURGO HEALTH P.B.C. FORM 990, PART VI, SECTION B, LINE 11B ALL BOARD MEMBERS REVIEW FORM 990 EITHER AT A BOARD MEETING OR THROUGH EMAIL, PRIOR TO SUBMISSION. FORM 990, PART VI, SECTION B, LINE 12C PRIOR WRITTEN APPROVAL BY THE EXECUTIVE DIRECTOR IS REQUIRED FOR AN EMPLOYEE TO ENGAGE IN AN ACTIVITY THAT MAY PRESENT AN ACTUAL OR POTENTIAL CONFLICT. FORM 990, PART VI, SECTION B, LINE 15 REVIEW AND APPROVAL BY INDEPENDENT PERSONS: THE CHAIRPERSON OF SVI WILL SIGN OFF ON THE CEO COMPENSATION. THE COMPENSATION OF THE OTHER KEY EMPLOYEES IS REVIEWED AND SIGNED OFF ON BY THE CEO. COMPARABILITY DATA: THE COMPENSATION COMMITTEE LLC WAS HIRED TO CONDUCT A DEEP MARKET STUDY ON 21 JOBS INCLUDING, BASE PAY, STRUCTURE, CAREER DEVELOPMENT, PLACEMENT, AND RECOMMENDATIONS ON CHANGES. BASED ON THIS DETAILED REPORT, COMPENSATION IS DETERMINED. THIS REPORT IS VALID FOR 3 YEARS. CONTEMPORANEOUS SUBSTANTIATION OF THE DELIBERATION AND DECISION: ALL DECISIONS ARE WELL DOCUMENTED IN EITHER WRITTEN AGREEMENTS LIKE BOARD RESOLUTION FOR THE CEO COMPENSATION OR OFFERS OF EMPLOYMENT TO CANDIDATES AND THEN EMPLOYMENT AGREEMENTS. FORM 990, PART VI, SECTION C, LINE 19 ALL POLICIES / DOCUMENTS THAT ARE REQUIRED TO BE PROVIDED TO THE PUBLIC ARE AVAILABLE UPON FORMAL REQUEST. FORM 990, PART IX, LINE 11G CONSULTING: PROGRAM SERVICE EXPENSES 378,766. MANAGEMENT AND GENERAL EXPENSES 154,799. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 533,565. PARTNER PRORAM COSTS: PROGRAM SERVICE EXPENSES 384,710. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 384,710. SURVEYS: PROGRAM SERVICE EXPENSES 506,904. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 506,904. PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 508,018. MANAGEMENT AND GENERAL EXPENSES 23,693. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 531,711. FORM 990, PART XII, LINE 2C: UTILIZE TOOLS AVAILABLE TO UNLOCK SOLUTIONS THAT WILL SAVE AND IMPROVE PEOPLES LIVES.