2025-11-15T11:45:14-06:00 2024-12-31 911194016 CLARK NUBER PS 555 110TH AVE NE SUITE 700 BELLEVUE WA 98004 990 2024-01-01 881233001 SURGEON'S DATA SCIENCE COLLECTIVE INC SURG 2029968230 2000 PENNSYLVANIA AVE NW 7000 WASHINGTON DC 20006 ANDREW PORTER CHIEF OPERATING OFFICER 2029968230 2025-11-13 1 0 JENNIFER BECKER HARRIS P00183358 4254544919 2025-11-13 2024 2025-03-06 01:10:19Z SURGICAL DATA SCIENCE COLLECTIVE (SDSC) DANIEL DONOHO 2000 PENNSYLVANIA AVE NW 7000 WASHINGTON DC 20006 7874047 0 X WWW.SURGICALVIDEO.IO X 2022 DE WE BUILD THE INFRASTRUCTURE THAT POWERS THE DIGITAL TRANSFORMATION OF GLOBAL SURGERY. 3 3 14 12 0 0 1727003 7854855 48802 19000 23 192 0 0 1775828 7874047 0 0 0 0 848175 1907771 0 18488 18488 806757 1441825 1654932 3368084 120896 4505963 145492 4640976 24596 14117 120896 4626859 X WE BUILD THE INFRASTRUCTURE THAT POWERS THE DIGITAL TRANSFORMATION OF GLOBAL SURGERY. 0 0 1503466 19000 SURGICAL VIDEO PLATFORM ("SVP"): 2024 WAS THE PLATFORM'S FIRST FULL YEAR OF OPERATIONS AND ACHIEVED CONSIDERABLE MILESTONES. AT YEAR-END WE HAD 3 FULL-TIME SOFTWARE ENGINEERS, 2 SENIOR SOFTWARE CONSULTANTS, A QUALITY ASSURANCE ("QA") CONSULTANT, 2 PRODUCT ADVISORS, A WEBSITE DESIGN FIRM, AND A CONTRACT SOFTWARE ENGINEERING COMPANY WITH A DEDICATED TEAM WORKING ON SVP. WE HAD A VERY POSITIVE RESPONSE, AND AT YEAR-END HAD MORE THAN 270 SURGEONS FROM 59 COUNTRIES UPLOADING, SHARING, AND VIEWING SURGICAL VIDEOS, MORE THAN 14,000 SURGICAL VIDEOS UPLOADED (REPRESENTING 2,600 HOURS OF VIDEO), 35 ACTIVE MEDICAL RESEARCHERS USING THE PLATFORM. UPLOADING AND SHARING SURGICAL VIDEOS TO SVP IS FREE OF CHARGE TO ANY SURGEON IN THE WORLD. SVP IS THE LARGEST INDEPENDENT REPOSITORY OF SURGICAL VIDEO IN THE US, BUILT TO ALLOW MEDICAL RESEARCHERS TO ACCESS THE DATA THEY NEED TO MAKE SURGERY SAFER. 1283019 SURGICAL DATA SCIENCE RESEARCH: OUR ARTIFICIAL INTELLIGENCE/MACHINE LEARNING (AI/ML) RESEARCH TEAM ACHIEVED A GREAT DEAL. IN 2024, 8 OUT OF 10 RESEARCH ABSTRACTS SUBMITTED TO MAJOR SURGICAL JOURNALS AND CONFERENCES BASED ON SDSC RESEARCH COLLABORATIONS WERE ACCEPTED, AND WE HAVE 12 MORE IN PROGRESS FOR 2025. WE HAVE DEVELOPED IN-HOUSE 11 SURGICAL ML MODELS ENABLING THE QUANTITATIVE STUDY OF 20+ DIFFERENT SURGICAL PROCEDURES. WE HAVE ESTABLISHED 30 RESEARCH ACTIVITIES WITH ACADEMIC MEDICAL RESEARCH INSTITUTIONS TO STUDY SURGICAL VIDEO FOOTAGE TOGETHER. HIGHLIGHTS INCLUDE OUR RESEARCH ON VESTIBULAR SCHWANNOMAS WITH NEUROSURGEON DR. CHRISTOPHER GRAFFEO, MD MS, OF THE UNIVERSITY OF OKLAHOMA AND WITH DR. JUAN C. FERNANDEZ-MIRANDA, MD, FACS, FROM THE STANFORD UNIVERSITY DEPARTMENT OF NEUROSURGERY TO DEVELOP THE WORLD'S FIRST AI-POWERED HANDS-ON SURGICAL COURSE. IN ADDITION TO EXPERT INSTRUCTION IN ENDOSCOPIC BRAIN SURGERY, THE COURSE INCLUDED AN INTERACTIVE CADAVERIC DISSECTION WITH REAL-TIME AI STATISTICS AND PRE- AND POST-COURSE FEEDBACK THROUGH SDSC'S SURGICAL VIDEO PLATFORM (SVP). OUR AI/ML TEAM HAS GROWN - OUR HEAD OF AI/ML SUPERVISES THREE ML ENGINEERS, A SURGICAL ADVISER, AND NINE ENTHUSIASTIC VOLUNTEERS WHO ARE SURGEONS, RESIDENTS, AND MEDICAL STUDENTS. 135138 EDUCATION: WE ATTENDED 19 SURGICAL CONFERENCES IN 2024, BUILDING A COMMUNITY OF EXCELLENCE WITH MEDICAL RESEARCHERS AND DEMONSTRATING COMMITMENT AND ENGAGEMENT IN THE EVER-EVOLVING CONVERSATION AROUND AI/ML APPLICATIONS IN SURGERY. WE POSTPONED HOSTING THE SECOND ITERATION OF OUR CONFERENCE UNTIL EARLY 2025, BUT SPONSORSHIP ACTIVITY HAS ALREADY BEEN VERY ENTHUSIASTIC, INCLUDING BY MEDTRONIC AND THE AMERICAN ASSOCIATION OF NEUROLOGICAL SURGEONS (AANS). WE HIGHLIGHT OUR RESEARCH AND EDUCATIONAL THOUGHT LEADERSHIP THROUGH OUR BLOG, WWW.SURGICALVIDEO.IO/BLOG. IN 2024 WE WROTE SIXTEEN ARTICLES, COLLECTIVELY VIEWED THOUSANDS OF TIMES BY A A GLOBAL AUDIENCE OF CLINICIANS, STUDENTS, RESIDENTS, AND RESEARCHERS. 8527 PATIENT SAFETY ORGANIZATION: GIVEN THE VOLUME OF WORK TO DO IN OTHER PROGRAMS, THIS PROGRAM WAS DE-PRIORITIZED IN 2024. WE STILL EXPECT TO PURSUE IT IN THE FUTURE, ONCE PROPER CERTIFICATIONS ARE IN PLACE. WE ENGAGED THE TOP ATTORNEY IN THE NATION ON THE FORMATION AND MAINTENANCE OF PSOS TO GUIDE THIS PROCESS FOR US AT THE APPROPRIATE TIME. 8527 2930150 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 16 0 14 1 0 0 0 0 0 0 0 0 0 0 0 0 X 3 3 0 0 0 0 1 1 0 1 0 0 0 0 1 1 1 1 1 1 1 0 X ACADIA FAMILY OFFICE - NEIL MUSMAN 2029968230 2000 PENNSYLVANIA AVE NW SUITE 7000 WASHINGTON DC 20006 DANIEL DONOHO PRESIDENT 20.00 X X 0 0 0 KEVIN CLEARY BOARD MEMBER 1.00 X 0 0 0 MICHAEL GLENN SECRETARY 1.00 X X 0 0 0 CARLA VOLPE SECRETARY (THRU 06/24) 1.00 X X 0 0 0 ANDREW PORTER CHIEF OPERATING OFFICER 40.00 X 165000 0 0 MARGAUX MASSON-FORSYTHE DIRECTOR OF MACHINE LEARNING 40.00 X 204615 0 0 SUMEYRA OZGUR KAPLAN SOFTWARE ENGINEER 40.00 X 135937 0 14501 JACK COOK MACHINE LEARNING ENGINEER 40.00 X 126539 0 3775 ERIC FENNELL TECHNICAL LEAD 40.00 X 122843 0 0 754934 0 18276 5 0 1 0 SOFTERMII INC 2618 KRAMER LANE AUSTIN TX 78758 SOFTWARE ENGINEERING 322000 AMIN CONSULTING LLC 675 LAKEVIEW PKWY 5571 VERNON HILLS IL 60061 SOFTWARE ENGINEERING 285212 DOR SPITZER 46 HADAR ST HERZELIA IS PRODUCT DESIGN AND DEVELOPMENT 142040 TRISTAM MACDONALD 1037 NE 65TH ST 82070 SEATTLE WA 98115 SOFTWARE ENGINEERING 127731 4 7854855 7854855 SURGICAL VIDEO 541900 19000 19000 19000 192 192 7874047 19000 0 192 X 165000 115500 49500 1618787 1456909 161878 18276 16448 1828 105708 95138 10570 72288 50600 21688 107556 75290 32266 18488 18488 1019789 917810 101979 6382 4469 1913 43676 39310 4366 78070 70260 7810 20493 18443 2050 22345 20110 2235 64840 45390 19450 6386 4473 1913 3368084 2930150 419446 18488 145492 4640976 145492 4640976 24596 14117 24596 14117 X 0 0 0 0 120896 4626859 120896 4626859 145492 4640976 4505963 0 X 0 0 0 X UNIVERSITY OF CALIFORNIA SAN FRANCISCO SAN FRANCISCO CA UNIVERSITY OF OKLAHOMA MEDICAL CENTER OKLAHOMA CITY OK STANFORD HEALTH CARE STANFORD CA GW UNIVERSITY HOSPITAL AND MED SCHOOL WASHINGTON DC UNIVERSITY OF MICHIGAN MED SCHOOL (ALL-SAFE PROJECT) ANN ARBOR MI MAYO CLINIC ROCHESTER MN NEUROKIDS FAIRFAX VA VIRGINIA COMMONWEALTH UNIVERSITY MEDICAL SCHOOL RICHMOND VA RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 MIDDLE EAST AND NORTH AFRICA 0 1 PRODUCT DEVELOPMENT 142040 EUROPE (INCLUDING ICELAND & GREENLAND) 0 1 SCIENCE WRITING CONSULTANT 5198 EUROPE (INCLUDING ICELAND & GREENLAND) 0 0 AI DATA DEVELOPMENT PLATFORM 21500 EUROPE (INCLUDING ICELAND & GREENLAND) 0 0 DATA LABELING/INNOVATION 19582 0 2 0 0 0 2 188320 0 188320 1 0 0 0 0 0 PART IV, LINE 1 FORM 926 IS NOT REQUIRED TO BE FILED BECAUSE THE TRANSFER TO A FOREIGN CORPORATION DOES NOT MEET THE REPORTING REQUIREMENTS IN IRC 6038(A)(1)(A). X X 0 BOARDEX LLC DBA RELATIONSHIP SCIENCE 1270 AVENUE OF THE AMERICAS NEW YORK NY 10020 DONOR TARGETING/PROPECTING DATABASE 0 0 5000 0 KERIN K HIGA PHD 15504 S SAINT ANDREWS PLACE GARDENA CA 90249 GRANT WRITING 0 0 9975 0 14975 0 0 0 0 0 0 0 0 0 MARGAUX MASSON-FORSYTHE DIRECTOR OF MACHINE LEARNING 204615 0 0 0 0 0 0 0 0 0 204615 0 0 0 ANDREW PORTER CHIEF OPERATING OFFICER 165000 0 0 0 0 0 0 0 0 0 165000 0 0 0 SUMEYRA OZGUR KAPLAN SOFTWARE ENGINEER 135937 0 0 0 0 0 0 0 14501 0 150438 0 0 0 FORM 990, PART I, LINE 6: THE ORGANIZATION HAD TWELVE VOLUNTEERS DURING THE YEAR. FOUR WERE BOARD MEMBERS WHO SERVED ABOUT 12 HOURS DURING THE YEAR, AND THE OTHER NINE WERE MEDICAL SCHOOL STUDENTS, SURGICAL RESIDENTS, OR PRACTICING SURGEONS DONATING THEIR EXPERT ADVICE ON SURGICAL PROCEDURE STEPS AND TOOL USAGE TO OUR MACHINE LEARNING TEAM'S EFFORTS TO ANALYZE SURGERY AND MAKE IT SAFER. ON AN ESTIMATED BASIS, THEY EACH SERVED APPROXIMATELY 50 HOURS IN 2024, ROUGHLY ONE HOUR PER WEEK. FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION HAS A SINGLE CLASS OF MEMBERS, AND ANY SERVING MEMBER OF THE BOARD OF DIRECTORS SHALL, DURING SUCH TIME OF SERVICE, BE DEEMED TO BE A MEMBER OF THE ORGANIZATION. FORM 990, PART VI, SECTION A, LINE 7A THE ORGANIZATION HAS A SINGLE CLASS OF MEMBERS, AND ANY SERVING MEMBER OF THE BOARD OF DIRECTORS SHALL, DURING SUCH TIME OF SERVICE, BE DEEMED TO BE A MEMBER OF THE ORGANIZATION. FORM 990, PART VI, SECTION A, LINE 8B NO COMMITTEES HAVE YET BEEN ESTABLISHED BESIDES THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 11B THE CHIEF OPERATING OFFICER WILL REVIEW THE FORM 990, AS WILL PERSONNEL FROM ACADIA FAMILY OFFICE AND CLARK NUBER. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION'S CONFLICT OF INTEREST GOVERNS THE ACTIONS OF EACH BOARD MEMBER AND OFFICER OF THE ORGANIZATION. IN CONNECTION WITH ANY ACTUAL OR POSSIBLE CONFLICT OF INTEREST, DIRECTOR, PRINCIPAL OFFICERS, OR MEMBER OF A COMMITTEE WITH BOARD OF DIRECTOR DELEGATED POWERS MUST DISCLOSE THE EXISTENCE OF THE FINANCIAL INTEREST AND BE GIVEN THE OPPORTUNITY TO DISCLOSE ALL MATERIAL FACTS TO THE DIRECTORS AND MEMBERS OF COMMITTEES WITH BOARD OF DIRECTORS DELEGATED POWERS CONSIDERING THE PROPOSED TRANSACTION OR ARRANGEMENT. AFTER DISCLOSURE OF THE FINANCIAL INTEREST AND ALL MATERIAL FACTS, AND AFTER ANY DISCUSSION WITH THE INTERESTED PERSON, HE/SHE SHALL LEAVE THE BOARD OF DIRECTORS OR COMMITTEE MEETING WHILE THE DETERMINATION OF A CONFLICT OF INTEREST IS DISCUSSED AND VOTED UPON. THE REMAINING BOARD OR COMMITTEE MEMBERS SHALL DECIDE IF A CONFLICT OF INTEREST EXISTS. FORM 990, PART VI, SECTION B, LINE 15 THE ORGANIZATION UTILIZES AN OUTSOURCED HUMAN RESOURCE AND RECRUITING CONSULTANT TO DETERMINE COMPENSATION OF TOP MANAGEMENT OFFICIALS AND OTHER OFFICERS. THE HR AND RECRUITING CONSULTANT PROVIDE COMPENSATION RECOMMENDATIONS BASED ON BENCHMARKING THE EMPLOYEE'S JOB DESCRIPTION/DUTIES WITH SALARY AND CURRENT SALARY SURVEY. ALL COMPENSATION NEGOTIATIONS WITH EMPLOYEES WERE AT ARM'S LENGTH. THE LAST COMPENSATION SURVEY WAS UNDERTAKEN IN NOVEMBER OF 2024. FORM 990, PART VI, SECTION C, LINE 19 FORM 1023 AND FORM 990 ARE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART IX, LINE 11G SOFTWARE ENGINEERING: PROGRAM SERVICE EXPENSES 371,649. MANAGEMENT AND GENERAL EXPENSES 41,294. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 412,943. SOFTWARE DEVELOPMENT AND MACHINE LEARNING: PROGRAM SERVICE EXPENSES 483,342. MANAGEMENT AND GENERAL EXPENSES 53,705. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 537,047. RECRUITING: PROGRAM SERVICE EXPENSES 62,819. MANAGEMENT AND GENERAL EXPENSES 6,980. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 69,799.