Civic Intelligence

Path to Improved Risk Stratification Nfp

990 • Fiscal year 2015 • EIN 20-3312611

Jan 01, 2015 to Dec 31, 2015 • Filed on Aug 11, 2016

Organization ProfileN/A
c/o Goldberger 8912 Little Elm BendSkokie, IL 60076-1906

(847) 675-5624

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Flat

$34,520

Flat from 2015

Net Assets

Flat

$34,520

Flat from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses

Revenue

Flat

$40,037

Flat from 2015

Expenses

Flat

$101,495

Flat from 2015

Net Income

Flat

-$61,458

Flat from 2015

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$150K$100K$50K$0-$50KAssets 2011: $107,824Liabilities 2011: $0Net Assets 2011: $107,8242011Assets 2012: $113,424Liabilities 2012: $0Net Assets 2012: $113,4242012Assets 2013: $127,373Liabilities 2013: $0Net Assets 2013: $127,3732013Assets 2014: $95,978Liabilities 2014: $0Net Assets 2014: $95,9782014Assets 2015: $34,520Liabilities 2015: $0Net Assets 2015: $34,5202015Assets 2015: $34,520Liabilities 2015: $0Net Assets 2015: $34,5202015Assets 2016: $18,667Liabilities 2016: $0Net Assets 2016: $18,6672016Assets 2017: $918Liabilities 2017: $0Net Assets 2017: $9182017Assets 2018: $416Liabilities 2018: $0Net Assets 2018: $4162018Assets 2019: $23,607Liabilities 2019: $40,000Net Assets 2019: -$16,3932019Assets 2020: $3,579Liabilities 2020: $20,000Net Assets 2020: -$16,4212020Assets 2021: $1,664Liabilities 2021: $20,000Net Assets 2021: -$18,3362021Assets 2022: $1,664Liabilities 2022: $20,000Net Assets 2022: -$18,3362022Assets 2023: $4Liabilities 2023: $20,000Net Assets 2023: -$19,9962023

Highlighted filing

2015

Assets$34,520
Liabilities$0
Net Assets$34,520
Open 2015 Filing

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$150K$100K$50K$0-$50K-$100KRevenue 2011: $90,119Expenses 2011: $92,402Net Income 2011: -$2,2832011Revenue 2012: $95,718Expenses 2012: $90,118Net Income 2012: $5,6002012Revenue 2013: $72,388Expenses 2013: $58,439Net Income 2013: $13,9492013Revenue 2014: $75,949Expenses 2014: $107,344Net Income 2014: -$31,3952014Revenue 2015: $40,037Expenses 2015: $101,495Net Income 2015: -$61,4582015Revenue 2015: $40,037Expenses 2015: $101,495Net Income 2015: -$61,4582015Revenue 2016: $82,501Expenses 2016: $98,354Net Income 2016: -$15,8532016Revenue 2017: $75,000Expenses 2017: $92,750Net Income 2017: -$17,7502017Revenue 2018: $70,000Expenses 2018: $70,502Net Income 2018: -$5022018Revenue 2019: $60,000Expenses 2019: $76,809Net Income 2019: -$16,8092019Revenue 2020: $0Expenses 2020: $28Net Income 2020: -$282020Revenue 2021: $0Expenses 2021: $1,915Net Income 2021: -$1,9152021Revenue 2022: $0Expenses 2022: $0Net Income 2022: $02022Revenue 2023: $0Expenses 2023: $1,660Net Income 2023: -$1,6602023

Highlighted filing

2015

Revenue$40,037
Expenses$101,495
Net Income-$61,458
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Aug 11, 2016
Return Version
2015v2.1
Gross Receipts
$40,037
Mission and Program Overview

Mission

None

Consideration of the medical community's needs re risk stratification for sudden cardiac death.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$95,978$34,520▼ $61,458
Rtn Earn Endowment Incm Other Fnds$95,978$34,520▼ $61,458
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$95,978$34,520▼ $61,458
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$95,978$34,520▼ $61,458
Total Liabilities and Net Assets / Fund Balance$95,978$34,520▼ $61,458
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Jeffrey J GoldbergerDirectorPT$60,000$60,000
Alan KadishConsultant-$2,500$2,500
Alfred E BuxtonConsultant-$2,500$2,500
Douglas ZipesConsultant-$2,500$2,500
Gordon TomaselliConsultant-$2,500$2,500
Michael CainConsultant-$2,500$2,500
Peng-Sheng ChenConsultant-$2,500$2,500
Robert J MyerburgConsultant-$2,500$2,500
Sumeet ChughConsultant-$2,500$2,500
Donald Lloyd-JonesConsultant-$1,000$1,000

Board Members and Trustees

NameTitle
David B PogrundDirector
Sharon SholitonDirector
Sherwin I PogrundDirector
Revenue and Support

Revenue Composition

Contributions and Grants
$40,000
Program Service Revenue
$0
Investment Income
$37
Other Revenue
$0
All Other Contributions
$40,000
Change in Net Assets
$-61,458
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$81,000
Other Expenses$20,495
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$60,000$21,000-$81,000
Travel-$13,100-$13,100
Other Expenses-$2,500-$2,500
Fees for Services Accounting-$850-$850
Fees for Services Legal-$15-$15
Total Functional Expenses$60,000$41,495$0$101,495
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, line 11

“A copy of the form 990 is reviewed at the directors meeting before the form is filed.”

Form 990, Part VI, Section C, line 19

“Governing documents, conflict of interest policy, and financial statements are available to the public by request.”

Form 990, Part VII

“Jeffrey J. Goldberger - 8912 Little Elm Bend, Skokie, IL 60076.”

Filing and Contact Details

Filer

Filer Name
Path to Improved Risk Stratification
EIN
20-3312611
Phone
8476755624
Address
c/o Goldberger 8912 Little Elm Bend, Skokie, IL 60076-1906

Signing Officer

Name
Jeffrey Goldberger
Title
President
Phone
8476755624
Signed
2016-08-11
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jeffrey Goldberger
Formed
2005
Legal Domicile
Il
Voting Board Members
4
Independent Board Members
4
Employees
0
Volunteers
0

Preparer

Firm
Lipschultz Levin & Gray LLC
Address
425 Huehl Road Bldg7, Northbrook, IL 60062
Preparer
William Finestone
Phone
8472725300
Raw XML Appendix362 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Jeffrey J. Goldberger - 8912 Little Elm Bend, Skokie, IL 60076.
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IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt095978
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt034520
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt060000
IRS990/TotalReportableCompFromOrgAmt081000
IRS990/TotalRevenueGrp/ExclusionAmt037
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt040037
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt095978
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt034520
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/ManagementAndGeneralAmt013100
IRS990/TravelGrp/TotalAmt013100
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt08912 Little Elm Bend
IRS990/USAddress/CityNm0Skokie
IRS990/USAddress/StateAbbreviationCd0IL
IRS990/USAddress/ZIPCd0600761906
IRS990/VotingMembersGoverningBodyCnt04
IRS990/VotingMembersIndependentCnt04
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02016-12-15 16:53:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0Jeffrey Goldberger
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum08476755624
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-08-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Path to Improved Risk Stratification
ReturnHeader/Filer/BusinessNameControlTxt0PATH
ReturnHeader/Filer/EIN0203312611
ReturnHeader/Filer/PhoneNum08476755624
ReturnHeader/Filer/USAddress/AddressLine1Txt0c/o Goldberger 8912 Little Elm Bend
ReturnHeader/Filer/USAddress/CityNm0Skokie
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IL
ReturnHeader/Filer/USAddress/ZIPCd0600761906
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0362260623
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Lipschultz Levin & Gray LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0425 Huehl Road Bldg7
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Northbrook
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd060062
ReturnHeader/PreparerPersonGrp/PhoneNum08472725300
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0William Finestone
ReturnHeader/ReturnTs02016-08-29T08:14:36-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

Document Assets

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Filings

Displayed year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$34,520
Liabilities
$0
Net assets
$34,520
Revenue
$40,037
Expenses
$101,495
Net income
-$61,458
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Summary only. Only limited summary data is available for this year.$0.00$0.20$0.20$0.00$0.02$0.02
2022Summary only. Only limited summary data is available for this year.$0.02$0.20$0.18$0.00$0.00$0.00
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.02$0.20$0.18$0.00$0.02$0.02
2020Summary only. Only limited summary data is available for this year.$0.04$0.20$0.16$0.00$0.00$0.00
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.24$0.40$0.16$0.60$0.77$0.17
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.00$0.00$0.00$0.70$0.71$0.01
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.01$0.00$0.01$0.75$0.93$0.18
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.19$0.00$0.19$0.83$0.98$0.16
2015Detailed filing. Detailed filing data is available for this year.$0.35$0.00$0.35$0.40$1.01$0.61
2015Summary only. Only limited summary data is available for this year.$0.35$0.00$0.35$0.40$1.01$0.61
2014Summary only. Only limited summary data is available for this year.$0.96$0.00$0.96$0.76$1.07$0.31
2013Detailed filing. Detailed filing data is available for this year.$1.27$0.00$1.27$0.72$0.58$0.14
2012Summary only. Only limited summary data is available for this year.$1.13$0.00$1.13$0.96$0.90$0.06
2011Summary only. Only limited summary data is available for this year.$1.08$0.00$1.08$0.90$0.92$0.02