Civic Intelligence

Patient Benefit Foundation

990 • Fiscal year 2023 • EIN 46-3346863

Jan 01, 2023 to Dec 31, 2023 • Filed on May 14, 2024

Organization Profilewww.pbfusa.org
1 Sugar Creek Center Blvd STE 618Sugar Land, TX 77478

(832) 655-4141

Siviq Scores

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

Liabilities / Assets

31st percentile

0.01x

Higher debt load relative to assets than 31% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

94th percentile

2.51x

Higher debt load relative to revenue than 94% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Net Margin

1st percentile

-1008%

Higher net margin than 1% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Top Officer Pay

39th percentile

$0

Higher top officer pay than 39% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Asset Growth

25th percentile

-3.2%

Faster asset growth than 25% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

1st percentile

-98%

Faster revenue growth than 1% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets31st percentile

Assets

Down

$1,718,360

Down $56,115 (-3.2%) from 2022

Net Assets

Down

$1,700,635

Down $71,090 (-4.0%) from 2022

Liabilities

Up

$17,725

Up $14,975 (+545%) from 2022

Revenue And Expenses
Liabilities / Revenue94th percentileNet Margin1st percentile

Revenue

Down

$7,053

Down $313,802 (-98%) from 2022

Expenses

Up

$78,143

Up $41,133 (+111%) from 2022

Net Income

Down

-$71,090

Down $354,935 (-125%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth25th percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2013: $1Liabilities 2013: $02013Assets 2014: $0Liabilities 2014: $0Net Assets 2014: $02014Assets 2015: $1,765Liabilities 2015: $0Net Assets 2015: $1,7652015Assets 2016: $443,952Liabilities 2016: $0Net Assets 2016: $443,9522016Assets 2017: $404,010Liabilities 2017: $27Net Assets 2017: $403,9832017Assets 2018: $374,926Liabilities 2018: $6,983Net Assets 2018: $367,9432018Assets 2019: $365,398Liabilities 2019: $50,097Net Assets 2019: $315,3012019Assets 2020: $1,501,576Liabilities 2020: $7,263Net Assets 2020: $1,494,3132020Assets 2021: $1,496,710Liabilities 2021: $8,830Net Assets 2021: $1,487,8802021Assets 2022: $1,774,475Liabilities 2022: $2,750Net Assets 2022: $1,771,7252022Assets 2023: $1,718,360Liabilities 2023: $17,725Net Assets 2023: $1,700,6352023Assets 2024: $1,625,863Liabilities 2024: $58,074Net Assets 2024: $1,567,7892024

Highlighted filing

2023

Assets$1,718,360
Liabilities$17,725
Net Assets$1,700,635
Open 2023 Filing

Operations Trend

Revenue Growth1st percentile

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

$1.5M$1.0M$500K$0-$500KRevenue 2013: $0Expenses 2013: $0Net Income 2013: $02013Revenue 2014: $0Expenses 2014: $0Net Income 2014: $02014Revenue 2015: $2,090Expenses 2015: $925Net Income 2015: $1,1652015Revenue 2016: $521,100Expenses 2016: $78,913Net Income 2016: $442,1872016Revenue 2017: $1,171Expenses 2017: $41,140Net Income 2017: -$39,9692017Revenue 2018: $1,540Expenses 2018: $37,580Net Income 2018: -$36,0402018Revenue 2019: $65,513Expenses 2019: $118,155Net Income 2019: -$52,6422019Revenue 2020: $1,204,662Expenses 2020: $25,650Net Income 2020: $1,179,0122020Revenue 2021: $5,194Expenses 2021: $11,627Net Income 2021: -$6,4332021Revenue 2022: $320,855Expenses 2022: $37,010Net Income 2022: $283,8452022Revenue 2023: $7,053Expenses 2023: $78,143Net Income 2023: -$71,0902023Revenue 2024: $50,891Expenses 2024: $183,737Net Income 2024: -$132,8462024

Highlighted filing

2023

Revenue$7,053
Expenses$78,143
Net Income-$71,090
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
May 14, 2024
Return Version
2023v5.0
Gross Receipts
$7,053
Mission and Program Overview

Mission

Assist in Surgical Fees for the under- and un-insured, arrange for partnering surgery centers and surgeons to perform the surgeries

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$1,424,459$1,023,343▼ $401,116
Investments in Publicly Traded Securities$350,016$695,017▲ $345,001
Total Assets$1,774,475$1,718,360▼ $56,115
Liabilities
Accounts Payable and Accrued Expenses$2,750$17,725▲ $14,975
Total Liabilities$2,750$17,725▲ $14,975
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,771,725$1,700,635▼ $71,090
Total Net Assets Fund Balance$1,771,725$1,700,635▼ $71,090
Total Liabilities and Net Assets / Fund Balance$1,774,475$1,718,360▼ $56,115
Compensation and Service Providers
Top Officer Pay39th percentile

Board Members and Trustees

NameTitle
Amin KarimDirector
Garrett WhiteDirector
Melissa SternfelsDirector
Michael T WoodDirector
Sawsan KhanDirector
Thomas SloanDirector
Warren BrownDirector
Pearl VuorinenExecutive Director
Mubashir ChaudhryPrincipal Director
Revenue and Support

Revenue Composition

Contributions and Grants
$514
Program Service Revenue
$0
Investment Income
$6,539
Other Revenue
$0
All Other Contributions
$514
Change in Net Assets
$-71,090
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$42,500
Other Expenses$35,643
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$42,500--$42,500
Advertising-$12,275-$12,275
Fees for Services Management-$6,000-$6,000
Other Expenses-$5,831-$5,831
Travel-$5,000-$5,000
Conferences and Meetings-$4,669-$4,669
Insurance-$772-$772
Information Technology-$748-$748
All Other Expenses-$328-$328
Fees for Service Investment Mgmnt Fees-$20-$20
Total Functional Expenses$42,500$35,643$0$78,143
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Houston Methodist West HospitalHouston, TX-Scholarship-
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
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
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Officer directors etc family relationship Part VI line 2

“Mubashir T Chaudhry, Principal Director and Pearl Vuorinen, Executive Director are employed by the same company and thus have a business relationship.”

Form 990 governing body review Part VI line 11

“This return was reviewed by all members of the governing body with the assistance of the Preparer.”

Conflict of interest policy compliance Part VI line 12C

“There is a written conflict of interest policy in effect; however, no instances were noted during 2023 that required any action under the policy”

CEO executive director top management comp Part VI line 15A

“There is a policy in effect requiring independent review and appproval of the compensation of the CEO, executive director and top management, but there was no compensation paid during 2023 requiring any action under the policy.One director, Thomas Sloan, was compensated as an independent contractor for services rendered to the organization. These services were not connected to his directorship.”

Other officer or key employee compensation Part VI line 15B

“There is a policy in effect requiring independent review and appproval of the compensation of all other officers and key employees, but there was no compensation paid during 2022 requiring any action under the policy.One director, Thomas Sloan, was compensated as an independent contractor for services rendered to the organization. These services were not connected to his directorship.”

Form 990 availability to public Part VI line 18

“Form 990 is available to the public upon request.”

Governing documents etc available to public Part VI line 19

“Our governing documents, Conflict of Interest Policy, and financial statements are available to the public upon request”

Filing and Contact Details

Filer

Filer Name
Patient Benefit Foundation
EIN
46-3346863
Address
1 Sugar Creek Center Blvd STE 618, Sugar Land, TX 77478
Doing Business As
Patient Benefit Foundation

Signing Officer

Name
Mubashir T Chaudhry
Title
Principal Direc
Phone
8326554141
Signed
2024-05-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Mubashir Chaudhry
Formed
2013
Legal Domicile
TX
Voting Board Members
8
Independent Board Members
5
Employees
0
Volunteers
10

Preparer

Firm
William A Guthrie CPA PC
Address
9302 Val Verde St, Houston, TX 77063-3924
Preparer
William A Guthrie
Phone
7138996342
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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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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt05194
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt01204662
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt065513
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt01604550
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0Scholarship
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0Houston Methodist West Hospital
IRS990ScheduleI/RecipientTable/RecipientEIN0760094743
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt06565 Fannin St
IRS990ScheduleI/RecipientTable/USAddress/CityNm0Houston
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0TX
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd077030
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Mubashir T Chaudhry, Principal Director and Pearl Vuorinen, Executive Director are employed by the same company and thus have a business relationship.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1This return was reviewed by all members of the governing body with the assistance of the Preparer.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2There is a written conflict of interest policy in effect; however, no instances were noted during 2023 that required any action under the policy
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3There is a policy in effect requiring independent review and appproval of the compensation of the CEO, executive director and top management, but there was no compensation paid during 2023 requiring any action under the policy.One director, Thomas Sloan, was compensated as an independent contractor for services rendered to the organization. These services were not connected to his directorship.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4There is a policy in effect requiring independent review and appproval of the compensation of all other officers and key employees, but there was no compensation paid during 2022 requiring any action under the policy.One director, Thomas Sloan, was compensated as an independent contractor for services rendered to the organization. These services were not connected to his directorship.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Form 990 is available to the public upon request.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Our governing documents, Conflict of Interest Policy, and financial statements are available to the public upon request
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Officer directors etc family relationship Part VI line 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990 governing body review Part VI line 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Conflict of interest policy compliance Part VI line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3CEO executive director top management comp Part VI line 15a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other officer or key employee compensation Part VI line 15b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990 availability to public Part VI line 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Governing documents etc available to public Part VI line 19
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IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0TX
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt01774475
IRS990/TotalAssetsEOYAmt01718360
IRS990/TotalAssetsGrp/BOYAmt01774475
IRS990/TotalAssetsGrp/EOYAmt01718360
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0514
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt035643
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt042500
IRS990/TotalFunctionalExpensesGrp/TotalAmt078143
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt02750
IRS990/TotalLiabilitiesEOYAmt017725
IRS990/TotalLiabilitiesGrp/BOYAmt02750
IRS990/TotalLiabilitiesGrp/EOYAmt017725
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01771725
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01700635
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt042500
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt06539
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt07053
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt010
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01774475
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01718360
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/ManagementAndGeneralAmt05000
IRS990/TravelGrp/TotalAmt05000
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt08
IRS990/VotingMembersIndependentCnt05
IRS990/WebsiteAddressTxt0www.pbfusa.org
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL2
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/OOBSecurityVerificationCd000
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Mubashir T Chaudhry
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Principal Direc
ReturnHeader/BusinessOfficerGrp/PhoneNum08326554141
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-05-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Patient Benefit Foundation
ReturnHeader/Filer/BusinessNameControlTxt0PATI
ReturnHeader/Filer/EIN0463346863
ReturnHeader/Filer/USAddress/AddressLine1Txt01 Sugar Creek Center Blvd STE 618
ReturnHeader/Filer/USAddress/CityNm0Sugar Land
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd077478
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0275198768
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0William A Guthrie CPA PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt09302 Val Verde St
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Houston
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0770633924
ReturnHeader/PreparerPersonGrp/PhoneNum07138996342
ReturnHeader/PreparerPersonGrp/PreparationDt02024-05-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0William A Guthrie
ReturnHeader/ReturnTs02024-05-14T08:39:23-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Mubashir
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Chaudhry
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

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Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,718,360
Liabilities
$17,725
Net assets
$1,700,635
Revenue
$7,053
Expenses
$78,143
Net income
-$71,090
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.63$0.06$1.57$0.05$0.18$0.13
2023Detailed filing. Detailed filing data is available for this year.$1.72$0.02$1.70$0.01$0.08$0.07
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.77$0.00$1.77$0.32$0.04$0.28
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.50$0.01$1.49$0.01$0.01$0.01
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.50$0.01$1.49$1.20$0.03$1.18
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.37$0.05$0.32$0.07$0.12$0.05
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.37$0.01$0.37$0.00$0.04$0.04
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.40$0.00$0.40$0.00$0.04$0.04
2016Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.44$0.00$0.44$0.52$0.08$0.44
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.00$0.00$0.00$0.00$0.00$0.00
2014Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00$0.00$0.00
2013Summary only. Only limited summary data is available for this year.$0.00$0.00$0.00$0.00$0.00