Civic Intelligence

Penfold-Patterson Research Insitute

990EZ • Fiscal year 2016 • EIN 27-0578063

Jan 01, 2016 to Dec 31, 2016 • Filed on May 02, 2017

Organization Profilewww.ppriworldhealth.org
1700 El Camino RealMenlo Park, CA 94027

(650) 777-7630

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

91st percentile

0.62x

Higher debt load relative to assets than 91% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

100th percentile

4444.44x

Higher debt load relative to revenue than 100% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Net Margin

1st percentile

-2244478%

Higher net margin than 1% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

95th percentile

$66,000

Higher top officer pay than 95% of similar nonprofits.

Top officer pay equals 733333.3% of source-year revenue.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

4th percentile

-79%

Faster asset growth than 4% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

1st percentile

-100%

Faster revenue growth than 1% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets91st percentile

Assets

Down

$64,380

Down $235,195 (-79%) from 2015

Net Assets

Down

$24,380

Down $202,003 (-89%) from 2015

Liabilities

Down

$40,000

Down $33,192 (-45%) from 2015

Revenue And Expenses
Liabilities / Revenue100th percentileNet Margin1st percentile

Revenue

Down

$9

Down $522,515 (-100%) from 2015

Expenses

Down

$202,012

Down $383,512 (-65%) from 2015

Net Income

Down

-$202,003

Down $139,003 (-221%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth4th percentile

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

$400K$300K$200K$100K$0Assets 2014: $335,792Liabilities 2014: $46,409Net Assets 2014: $289,3832014Assets 2015: $299,575Liabilities 2015: $73,192Net Assets 2015: $226,3832015Assets 2016: $64,380Liabilities 2016: $40,000Net Assets 2016: $24,3802016

Highlighted filing

2016

Assets$64,380
Liabilities$40,000
Net Assets$24,380
Open 2016 Filing

Operations Trend

Revenue Growth1st percentile

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

$1.0M$500K$0-$500KRevenue 2014: $649,336Expenses 2014: $588,326Net Income 2014: $61,0102014Revenue 2015: $522,524Expenses 2015: $585,524Net Income 2015: -$63,0002015Revenue 2016: $9Expenses 2016: $202,012Net Income 2016: -$202,0032016

Highlighted filing

2016

Revenue$9
Expenses$202,012
Net Income-$202,003
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
May 2, 2017
Return Version
2016v3.0
Gross Receipts
$9
Mission and Program Overview

Mission

Develop and distribute low-cost,

Distibute low-cost diagnostics to the third world

Program Services

DescriptionGrantsExpenses
Low Cost Diagnostics - develop and distribute low-cost, high quality molecular diagnostics to the developing world.-$177,971
Compensation and Service Providers
Top Officer Pay95th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CAROL PENFOLD-PATTERSONExec Director-$66,000-$66,000
NINA CUNNINGHAMDirector-$0--
LINDA S LAWDirector-$0--
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
Carol Penfold-pattersonSpouse of CEO IncellDXPersonnel contractedNo$14,666
Filing and Contact Details

Filer

Filer Name
Penfold-Patterson Research Insitute
EIN
27-0578063
Phone
6507777630
Address
1700 El Camino Real, Menlo Park, CA 94027

Signing Officer

Name
Eric S Hass
Title
Acting CFO
Phone
6507777630
Signed
2017-05-02

Preparer

Firm
Lynn C Genn CPA
Address
2411 FOX GLOVE CT, ELGIN, IL 60124-6564
Preparer
Lynn C Genncpa
Supplemental Narrative

Additional Explanations

Pt VI, Line 2

“The Executive Director has an ownership interest in a for profit business, that will provide the diagnostics at cost.”

Pt VI, Line 11B

“A copy of the Form 990 is provided to the Board members for their review prior to filing.”

Form 990EZ, Part I, Line 16

“Program Research 31680.”

Form 990EZ, Part I, Line 16

“Program Equip Repair & Maintenance 12781.”

Form 990EZ, Part I, Line 16

“Marketing 1814.”

Form 990EZ, Part I, Line 16

“Travel 3328.”

Form 990EZ, Part I, Line 16

“Insurance 3532.”

Form 990EZ, Part I, Line 16

“Fees 110.”

Form 990EZ, Part II, Line 26

“Note Payable”

Form 990EZ, Part II, Line 26

“Accounts Payable”

Raw XML Appendix170 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.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0ERIC HASS
IRS990EZ/BooksInCareOfDetail/PhoneNum06507777630
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01700 El Camino Real
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Menlo Park
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd094027
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0299489
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt064294
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt00
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-202003
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt029350
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0299575
IRS990EZ/Form990TotalAssetsGrp/EOYAmt064380
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt09
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt09
IRS990EZ/LoansToFromOfficersAmt040000
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0true
IRS990EZ/MembershipDuesAmt00
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0226383
IRS990EZ/NetAssetsOrFundBalancesEOYAmt024380
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0226383
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt024380
IRS990EZ/OccupancyRentUtltsAndMaintAmt04072
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt04.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt066000
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0CAROL PENFOLD-PATTERSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1NINA CUNNINGHAM
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2LINDA S LAW
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Exec Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt086
IRS990EZ/OtherAssetsTotalDetail/EOYAmt086
IRS990EZ/OtherExpensesTotalAmt053245
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Distibute low-cost diagnostics to the third world
IRS990EZ/PrintingPublicationsPostageAmt0158
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Low Cost Diagnostics - develop and distribute low-cost, high quality molecular diagnostics to the developing world.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt0177971
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt0115187
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt073192
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt040000
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0202012
IRS990EZ/TotalProgramServiceExpensesAmt0177971
IRS990EZ/TotalRevenueAmt09
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0www.ppriworldhealth.org
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0505421
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0585085
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0550000
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt01640506
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/PrivateFoundation170Ind0X
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.02240
IRS990ScheduleA/PublicSupportCY509Pct00
IRS990ScheduleA/PublicSupportTotal170Amt036800
IRS990ScheduleA/PublicSupportTotal509Amt00
IRS990ScheduleA/SubstantialContributorsTotAmt01603706
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0505421
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0585085
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0550000
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt01640506
IRS990ScheduleA/TotalSupportAmt01640506
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/PersonNm0CAROL PENFOLD-PATTERSON
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt0Spouse of CEO IncellDX
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd0false
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionAmt014666
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc0Personnel contracted
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BalanceDueAmt040000
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BoardOrCommitteeApprovalInd0true
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/DefaultInd0false
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanPurposeTxt0Org & Startup
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanToOrganizationInd0X
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/OriginalPrincipalAmt040000
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/PersonNm0LAW LINDA
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/RelationshipWithOrgTxt0Former Director
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/WrittenAgreementInd0false
IRS990ScheduleL/TotalBalanceDueAmt040000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The Executive Director has an ownership interest in a for profit business, that will provide the diagnostics at cost.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1A copy of the Form 990 is provided to the Board members for their review prior to filing.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Program Research 31680.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Program Equip Repair & Maintenance 12781.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Marketing 1814.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Travel 3328.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Insurance 3532.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Fees 110.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Note Payable
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Accounts Payable
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt VI, Line 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Pt VI, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Form 990EZ, Part II, Line 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Form 990EZ, Part II, Line 26
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/PersonNm0ERIC S HASS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0ACTING CFO
ReturnHeader/BusinessOfficerGrp/PhoneNum06507777630
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-05-02
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Penfold-Patterson Research Insitute
ReturnHeader/Filer/BusinessNameControlTxt0PENF
ReturnHeader/Filer/EIN0270578063
ReturnHeader/Filer/PhoneNum06507777630
ReturnHeader/Filer/USAddress/AddressLine1Txt01700 El Camino Real
ReturnHeader/Filer/USAddress/CityNm0Menlo Park
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094027
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0A259C42EA8EF205C24301AE2B7FFCA705896470B
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0A259C42EA8EF205C24301AE2B7FFCA705896470B
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt064.53.243.54
ReturnHeader/FilingSecurityInformation/IPDt02017-10-25
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm022:21:10
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0LYNN C GENN CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02411 FOX GLOVE CT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ELGIN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0601246564
ReturnHeader/PreparerPersonGrp/PreparationDt02017-10-25
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LYNN C GENNCPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02017-10-25T22:21:41-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$64,380
Liabilities
$40,000
Net assets
$24,380
Revenue
$9
Expenses
$202,012
Net income
-$202,003
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2016Detailed filing. Detailed filing data is available for this year.$0.64$0.40$0.24$0.00$2.02$2.02
2015Detailed filing. Detailed filing data is available for this year.$3.00$0.73$2.26$5.23$5.86$0.63
2014Detailed filing. Detailed filing data is available for this year.$3.36$0.46$2.89$6.49$5.88$0.61