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Annual Report
Surge Institute
  • Main Surge Institute
  • 2022 Annual Report
  • 2021 Annual Report
  • 2020 Annual Report
  • 2019 Annual Report
  • 2018 Annual Report
  • 2017 Annual Report
Annual Report
  • Main Surge Institute
  • 2022 Annual Report
  • 2021 Annual Report
  • 2020 Annual Report
  • 2019 Annual Report
  • 2018 Annual Report
  • 2017 Annual Report

THE INFLECTION POINT

A TIME OF SIGNIFICANT CHANGE FOUNDER’S LETTER An inflection point is a moment in time in which a significant change occurs. Things are moving forward, maybe even gradually trending in a specific direction, but at a certain moment—an identifiable point—in the journey, a big shift occurs. And that’s where we find ourselves, at an inflection point in the Surge collective journey.

Is the Surge Institute abandoning what we do? Absolutely not. It’s our impact. That’s what’s changing.

The racial reckoning of 2020 was only the beginning of this moment. The world is awakening, and it is the honor and duty of our community of leaders to help draw the blueprint for the world we want to see and to ACT. This past year has seen a lot of drawing, designing and creating within the (often virtual) walls of Surge. We’ve built a strategy with the explicit intent to touch the hearts, minds and capable hands of more brilliant leaders of color. We’ve grown our staff and hired our own alums. We’ve re-envisioned what’s possible.

The future of this movement has been written for us, by us. Now we will live through that next chapter with our youth and communities as the protagonists of their own beautiful story. This is the point in which our impact shoots into the stars, and we’re so thankful you’re here with us, to enjoy this moment as a family. Thank you for playing a part in our inflection point.

“I THREW EVERYTHING I HAD INTO
BUILDING OUT THIS DREAM.”
— CARMITA SEMAAN, FOUNDER & PRESIDENT

A REFLECTION THE SUCCESS STORY 3 out of 5 How many alums are leading new policies and initiatives in their organizations. Surge is deeply committed to the success of the growing national
network of African-American, Latinx, Asian American and Pacific Islander emerging leaders we serve. Having graduated 230 alums across the country, we need to be clear about defining that success. Our program evaluation, conducted by Mission Measurement in 2021, surveyed our entire community with more than half of our network providing thoughtful feedback. Here’s what we learned.
83% of alums say because of Surge they have become a self-advocate. 92% of alums say because of Surge they lead authentically and boldly. THE DATA
A REFLECTION THE DATA more than half of alums facilitated cross-network disruption because of their Surge experience.
88% of alums intentionally
leveraged the networks built
at Surge.
93% of alums say because of Surge they gained personal confidence. 3 out of 5 alums have reimagined their organizational structure.

Slide “Surge has been a fortress for our elevation.” FEATURED ALUM ... to unlock the many ways I can exercise my powers for change. We all come with powerful gifts, but for many of us BIPOC leaders, these gifts often go unnoticed even by our own selves. All of the engagements in and out of the formal fellowship sessions have pushed me to dive inward and get reacquainted with myself. That work is necessary, and it is an imperative.
We often express our collective desire to change the system, but forget that the systems we seek to change live within us. And so at a time when the world traps us in a constant state of busyness, overwork and trauma while being expected to produce massive outputs, Surge has been a fortress for our elevation. Surge makes it possible for us to take the time to unlearn things that get in our own way.
To be able to hold a mirror to my face and have other folks in my journey reflect back to me my innate strengths was such an energizing experience. Witnessing that process validates that the internal changework we collectively do allows us to cocreate the world where we all thrive.
Surge continues to fuel me...

Slide A CONNECTION Our institutional funders and individual donors help to keep this movement thriving. Thank you.
INSTITUTIONAL FUNDERS INDIVIDUAL GIVERS IMPACT COMMUNITY $1-$999 GIVERS
Slide The Impact Community is a collective of givers who have chosen to make a monthly investment in equity, social justice and—most importantly–the futures of our children and communities. We thank every member of the Impact Community for chosing to continually push the Surge movement forward. $1-$999 GIVERS Heather Anichini & Brennan Young
Ben Arendt
Stephanie Arias
Andres Avila
Bradley Bernatek
Michelle Bess
Anonymous Donors
Becca & Kevin Bracy Knight
Thomas Burnette
Dirrick Butler
Ashley Cates
Jonathan Chaparro
William Collins
Laura & Todd Cooper
Alejandro Espinoza Olazaba
Sylvia Flowers
Shondele Gillens-Vazquez
Maura Gray
D. Nigel Green
Matthew Harms
Erica Harris
Lee Hart & Lisa Dush
Deborah Minor Harvey
Frances Homans
Akeshia & Jeff Howell
Charlotte Jenkins
Shenita Johnson
Jeffrey Kerscher
April Knox
Khadeejah Lasuc-Lewis
Grisel Maldonado
Kyra Marcano
Lydia Mercer
Christina Mitchell
Beth Napleton
Natalie Neris
Jordan Owens
Chris Paicely
Edgar Palacios
Kali Patrice
Jawann Pollard
Crystal Reed
Ashley Richardson Leonard
Jahna Riley
Sandra Rush
Nina Sanchez
Miles Sandler
Carmita & George Semaan
Marcy Shugert
Aijeron Simmons
Michael Simonton & Natania Crane
Tyfahra Singleton
Sherina Smith
Sufyan Sohel
Ashlie Tyler
Lisa Vahey
Willow Walker
Tiara Wheatley
Myra Winding
Sam Wong
Susan Wong
Steven & Elizabeth Young Family

Slide FINANCIALS Most of our work is funded by organizational and individual investors who believe in the work we are doing to transform education. We encourage you to take a closer look at how we received and made productive use of the incredible financial support we received in Fiscal Year 2021. FINANCIAL STATEMENT Slide YEAR ENDED JUNE 30, 2021 STATEMENT OF FINANCIAL ACTIVITIES

Slide “I RELEASED FEAR AND EMBRACED POSSIBILITY.” FEATURED ALUM ... the Surge Fellowship as the world literally paused in March 2020 and then again in May 2020 with the murder of George Floyd. Our virtual experience held a needed container for me during that transformative year.
We were all forced to confront the realities of our broken public health, criminal justice and education systems. Thankfully, for me, I was not alone and was pushed to think more boldly and proactively about solutions. I often turned to my Surge peers and staff to frame and facilitate this reckoning. We discussed our aspirations for the world we hoped to see and held space for the pain of witnessing the country’s promise fall short, again.
These reflections ultimately led me to question my role in the movement for equity more deeply and intentionally. This process contributed to a moment of clarity for me, and I released fear and embraced possibility. I left my full-time job in August 2021 to launch Morales Consulting, a social sector consulting firm focused on scaling the capacities and impact of mission-driven organizations and individuals. I am currently working with six national clients that range from nonprofits to foundations. Surge catalyzed my vision and supported me through these pivotal milestones.
I journeyed through...

A DIRECTION THE SURGE AHEAD The Surge team is always looking to the future, exploring how to best build the equitable and inclusive world our kids and communities deserve. The Surge Ahead is the strategy we’ve built for growth, expansion and impact. It will influence systemic change, connecting with forward-thinking leaders and allies to build collective efforts that shift policies and practices in institutions and organizations to create equitable spaces for all.

We aim to serve, connect and elevate 5,000 leaders of color by 2030. We aim to extend our work to a nationwide online audience. We aim to fuel our community of change agents in their ongoing transformative work.

This is the Surge Ahead

HAZEL GUTIERREZ
Oakland Operations Coordinator
Surge INSTITUTE
learn about the surge ahead
A REFLECTION THE DATA more than half of alums facilitated cross-network
disrption and coalition building.
88% of alums intentionally
leveraged the networks built
at Surge.
93% of alums gain personal
confidence.
4 out of 5 of alums intentionally
leveraged the networks built
at Surge.

Slide “my entire mindset and orientation toward my purpose and goals shifted.” FEATURED ALUM The Surge experience was a tremendous turning point in my journey as an educator, a mom, and a black woman passionate about being a black woman. Not only did I gain a new family of loving, intelligent, generally bad-ass people—but I did so in a new city that was previously completely unfamiliar to me and now feels like home.
The coursework and conversations throughout the Surge Fellowship reshaped what I thought I knew about liberation and illuminated many of my blind spots. Once the coaching element was added in, my entire mindset and orientation toward my purpose and goals in life shifted; I became more present than I ever had been—despite all my talk about it and work around it—to what it means to be a free black woman. And I know that every single one of my peers in this process got something slightly different out of it, but I can say without a doubt that we were all unrecognizable from the start to the finish. It was less about transforming and more about shedding all the pretense that we didn’t even realize we were carrying to become truer versions of ourselves.
BECOMING PRESENT

Slide the leaders within STAFF NATIONAL BOARD CITY BOARDS Slide the leaders within NATIONAL BOARD SURGE STAFF CITY BOARDS Slide the leaders within NATIONAL BOARD SURGE STAFF CHICAGO BOARD OAKLAND BOARD

Slide “SURGE BECAME THE PLACE WHERE I WAS AFFIRMED.” FEATURED ALUM My Surge experience was an inflection point in my journey as it gave me the opportunity to reflect on the hardships in my career.

I was able to begin to relate them to systematic problems rather than my lack of ability, etc.. This time to reflect and collaborate with others and use their experience and knowledge to inform myself gave me my first opportunity to realize that it wasn’t I who was inept and crazy for thinking the way I did. It was the systems in which we work that were holding me back.

The fundamentals of a rigid, binary system made my ways of thinking seem out of place. Surge became the place where I was affirmed.
ME AGAINST THE SYSTEM

The time is now The work that has been critical to the growth and impact of the Surge movement is deeply tied to how we see people of color across America. We don’t see ourselves as people in need of lifting up or in need of charity. We see brilliant, bold, powerful individuals who only need the space to connect, build and learn enough to fire up our engines. Surge has had the honor and joy of being that space.

Our success in 2021, despite the turbulence of the world around us and all we are striving to do, is truly worthy of a larger discussion. It gives great hope for what the future holds. It gives great promise for The Surge Ahead.

Thank you for taking the time to learn about all we are and all we hope to be. Please walk with us as we step beyond our inflection point.

TO THE FUTURE © 2021 SURGE INSTITUTE. SITE DESIGN BY JNJ CREATIVE, LLC. SITE BUILD BY EDESIGN CHICAGO DONATE NOW NEWSLETTER
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