Civic Intelligence

Phaware Global Association

990 • Fiscal year 2018 • EIN 47-4219478

Jan 01, 2018 to Dec 31, 2018 • Filed on Nov 13, 2018

1227 N Avon StBurbank, CA 91505

(844) 742-9273

Siviq Scores

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

Liabilities / Assets

35th percentile

0.00x

Higher debt load relative to assets than 35% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Liabilities / Revenue

41st percentile

0.01x

Higher debt load relative to revenue than 41% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Net Margin

2nd percentile

-153%

Higher net margin than 2% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Top Officer Pay

85th percentile

$89,351

Higher top officer pay than 85% of similar nonprofits.

Top officer pay equals 33.4% of source-year revenue.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Asset Growth

5th percentile

-33%

Faster asset growth than 5% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2017 to 2018

Revenue Growth

2nd percentile

-81%

Faster revenue growth than 2% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2017 to 2018

Assets

Down

$844,787

Down $415,969 (-33%) from 2017

Net Assets

Down

$840,997

Down $409,928 (-33%) from 2017

Liabilities

Down

$3,790

Down $6,041 (-61%) from 2017

Revenue

Down

$267,461

Down $1,108,634 (-81%) from 2017

Expenses

Up

$677,286

Up $76,070 (+13%) from 2017

Net Income

Down

-$409,825

Down $1,184,704 (-153%) from 2017

Historical Trend

Balance Sheet Trend

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

$1.5M$1.0M$500K$0Assets 2016: $466,756Liabilities 2016: $0Net Assets 2016: $466,7562016Assets 2017: $1,260,756Liabilities 2017: $9,831Net Assets 2017: $1,250,9252017Assets 2018: $844,787Liabilities 2018: $3,790Net Assets 2018: $840,9972018Assets 2019: $944,184Liabilities 2019: $7,212Net Assets 2019: $936,9722019Assets 2020: $769,740Liabilities 2020: $15,870Net Assets 2020: $753,8702020Assets 2021: $911,775Liabilities 2021: $20,990Net Assets 2021: $890,7852021Assets 2022: $858,901Liabilities 2022: $0Net Assets 2022: $858,9012022Assets 2023: $847,317Liabilities 2023: $0Net Assets 2023: $847,3172023Assets 2024: $511,418Liabilities 2024: $0Net Assets 2024: $511,4182024

Highlighted filing

2018

Assets$844,787
Liabilities$3,790
Net Assets$840,997

Operations Trend

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

$1.5M$1.0M$500K$0-$500KRevenue 2016: $775,823Expenses 2016: $351,902Net Income 2016: $423,9212016Revenue 2017: $1,376,095Expenses 2017: $601,216Net Income 2017: $774,8792017Revenue 2018: $267,461Expenses 2018: $677,286Net Income 2018: -$409,8252018Revenue 2019: $643,386Expenses 2019: $544,876Net Income 2019: $98,5102019Revenue 2020: $347,850Expenses 2020: $528,409Net Income 2020: -$180,5592020Revenue 2021: $484,122Expenses 2021: $344,795Net Income 2021: $139,3272021Revenue 2022: $101,509Expenses 2022: $153,352Net Income 2022: -$51,8432022Revenue 2023: $257,115Expenses 2023: $268,855Net Income 2023: -$11,7402023Revenue 2024: $224,214Expenses 2024: $560,035Net Income 2024: -$335,8212024

Highlighted filing

2018

Revenue$267,461
Expenses$677,286
Net Income-$409,825
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Nov 13, 2018
Return Version
2018v3.1
Gross Receipts
$267,461
Mission and Program Overview

Mission

Creating global pulmonary hypertension awareness through engagement and innovation to forge a new course to a cure.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$614,888$624,873▲ $9,985
Cash and Non-Interest-Bearing Accounts$607,780$170,202▼ $437,578
Land, Buildings, and Equipment, Net$11,195$10,825▼ $370
Investments in Publicly Traded Securities$6,893$6,907▲ $14
Prepaid Expenses and Deferred Charges-$1,980-
Total Assets$1,260,756$844,787▼ $415,969
Other Assets Total$20,000$30,000▲ $10,000
Liabilities
Other Liabilities$5,780--
Accounts Payable and Accrued Expenses$4,051$3,790▼ $261
Total Liabilities$9,831$3,790▼ $6,041
Net Assets / Fund Balance
Unrestricted Net Assets$1,250,925$840,997▼ $409,928
Total Net Assets Fund Balance$1,250,925$840,997▼ $409,928
Total Liabilities and Net Assets / Fund Balance$1,260,756$844,787▼ $415,969

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$10,825$5,218$16,043
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Marie RandManaging DirectorFT$89,351$89,351

Board Members and Trustees

NameTitle
Stephen Van WormerPresident
John HessDirector
Marina Van WormerDirector
Revenue and Support

Revenue Composition

Contributions and Grants
$256,991
Program Service Revenue
$208
Investment Income
$10,262
Other Revenue
$0
All Other Contributions
$256,991
Change in Net Assets
$-409,825
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$540,651
Salaries, Compensation, and Employee Benefits$136,635
Total Fundraising Expense$1,736
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Advertising$211,215$10,187$38$221,440
Fees for Services Other$74,432$55,051-$129,483
Other Salaries and Wages$43,869$45,482-$89,351
Travel$49,607$7,257$1,189$58,053
Payroll Taxes$19,842$25,370-$45,212
Fees for Services Legal$19,996$3,593-$23,589
Insurance$9,603$10,096-$19,699
Conferences and Meetings$8,567$4,304-$12,871
Information Technology$12,679$67-$12,746
Office Expenses$3,457$4,827-$8,284
Other Expenses$5,806$1,252$384$7,058
All Other Expenses$2,908$851$125$3,884
Depreciation Depletion$2,611$342-$2,953
Other Employee Benefits$2,072--$2,072
Total Functional Expenses$489,761$185,789$1,736$677,286
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
Annual disclosure for covered persons
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
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

Form 990, Page 6, Part VI, Line 2

Marina van wormer steve van wormer director president spouse

Form 990, Page 6, Part VI, Line 11B

Form 990 will be provided to the board and reviewed for any necessary corrections or changes before filing.

Form 990, Page 6, Part VI, Line 12C

All applicable parties annualy disclose possible conflicts of interest and any issues noted are reviewed by the board. Given the small size of the governing board, any conflicts of interest are readily transparent.

Form 990, Page 6, Part VI, Line 15A

Prior to formation of the organization, the potential for and compensation level of the managing director was discussed by the board.

Form 990, Page 6, Part VI, Line 15B

Salary levels are reviewed from publicly available guides listing compensation levels for similar 501(c)(3) organizations.

Form 990, Page 6, Part VI, Line 19

AVAILABLE UPON REQUEST.

Filing and Contact Details

Filer

Filer Name
Phaware Global Association
EIN
47-4219478
Phone
8447429273
Address
1227 N AVON ST, BURBANK, CA 91505

Signing Officer

Name
Stephen Van Wormer
Title
President
Phone
8447429273
Signed
2018-11-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Stephen Van Wormer
Formed
2015
Legal Domicile
CA
Voting Board Members
3
Independent Board Members
3
Employees
1
Volunteers
2

Preparer

Firm
Hw Llp
Address
13949 VENTURA BOULEVARD SUITE 215, SHERMAN OAKS, CA 91423
Preparer
Michael E Wilford CPA
Phone
8189213980
Supplemental Narrative

Additional Explanations

Form 990, Page 2, Part III, Line 4D

Given pulmonary hypertension is a rare disease often misdiagnosed, we are leveraging state-of-the-art social media hardware and software to extend knowledge of this disease beyond the traditional affinity group to create awareness and to educate. Additionally, phaware is developing apps which, from a patient/doctor perspective, are designed to create greater patient-physician connectivity, as well as provide real time health data for physicians and clinicians focused on seeking a cure for this rare disease. One of our prime objectives is to leverage innovative technology and use it capture, engage and enable diagnosed and undiagnosed ph patients, caregivers, and medical professionals by providing them with digital content focused on education, resources and knowledge. Early diagnosis, phaware365 pulmonary hypertension (ph) is a rare, complex and chronic lung disease, which currently has no cure. Ph, or high blood pressure in the lungs, makes it difficult for a patient to receive adequate oxygen and forces the heart to work harder, often resulting in heart failure and death. It is often confused with asthma or copd. Ph can be difficult to diagnose in a routine medical exam because the most common symptoms of ph are also associated with many other conditions. Ph patients spend an average of 2 to 3 years seeking an accurate diagnosis. 75% of patients will have advanced ph by the time they are diagnosed. Proper and early diagnosis is crucial for patient care, and it begins with awareness.

Form 990, Part IX, Line 11G

Bookkeeping 683 240 0 software development 73,749 54,811 0 total 74,432 55,051 0

Form 990, Part XI, Line 9

Book / tax depreciation difference -28

Raw XML Appendix388 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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IRS990/Desc0GLOBAL OUTREACH INITIATIVE - USES PHAWARE'S UNIQUE ABILITIES TO LEVERAGE TODAY'S ADVANCED TECHNOLOGY TO CREATE GREATER PATIENT TO PATIENT, PATIENT TO DOCTOR, AND DOCTOR TO PATIENT CONNECTIVITY AND TO DRIVE AWARENESS AT A GLOBAL LEVEL. THIS INCLUDES "I'M AWARE THAT I'M RARE" PODCASTS, AWARENESS VIDEOS, AND LIVESTREAMS. WE BELIEVE THE LACK OF CONNECTIVITY AND THE DIFFICULTY IN EARLY DIAGNOSIS HAVE RESULTED IN A PATIENT AND MEDICAL POPULATION WHICH IS UNDERSERVED. PHAWARE WILL USE STATE-OF-THE-ART TOOLS TO DRIVE GLOBAL AWARENESS, ENHANCE DISEASE STATE EDUCATION, AND CULTIVATE GREATER DATA COLLECTION INSIDE AND OUTSIDE THE PH COMMUNITY.
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IRS990/ProgSrvcAccomActy2Grp/Desc0WALK.TALK.TRACK APP WALK.TALK.TRACK IS A PULMONARY HYPERTENSION RESEARCH APPLICATION DEVELOPED TO DETERMINE THE QUALITY OF LIFE OF PATIENTS WITH PULMONARY HYPERTENSION. THROUGH YOUR IPHONE AND CONNECTED APPLE WATCH OR FITBIT CHARGE, WE MAKE IT VERY EASY FOR YOU TO PARTICIPATE IN RESEARCH SURVEYS AND COMPLETE ACTIVITY CHALLENGES THAT ARE NORMALLY DONE AT THE HOSPITAL. THIS WILL HELP RESEARCHERS ACCURATELY DETERMINE HOW YOU FEEL ON A REGULAR BASIS AND HOW PHYSICALLY ACTIVE YOU ARE; THUS ALLOWING RESEARCHERS TO UNDERSTAND MORE ABOUT LIVING WITH PULMONARY HYPERTENSION.
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IRS990/ProgSrvcAccomActy3Grp/Desc0BREATHLESS ON BROADWAY: LEARN MORE ABOUT PULMONARY HYPERTENSION AT AN INTIMATE EVENING OF MUSIC AND CONVERSATIONS WITH BROADWAY'S BIGGEST STARS. THIS EXCLUSIVE, INVITATION-ONLY EVENING ALLOWS ATTENDEES TO EXPERIENCE LIVE PERFORMANCES AND HEAR STORIES OF HOW THE MAGICAL WORLD OF BROADWAY WEAVES TOGETHER FRIENDSHIPS AND WORK RELATIONSHIPS THAT LAST LIFETIMES. ENJOY NEVER BEFORE SEEN PERFORMANCES FROM SHOWS THAT ARE BEING CREATED FOR BROADWAY, MEET STARS FROM THESE AND OTHER BROADWAY SHOWS AND LEARN MORE ABOUT PULMONARY HYPERTENSION, A RARE CHRONIC LUNG DISEASE THAT CAN LEAD TO RIGHT HEART FAILURE. WALK THE RED CARPET AND BECOME ... BREATHLESS ON BROADWAY
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IRS990/ProgSrvcAccomActyOtherGrp/Desc0GIVEN PULMONARY HYPERTENSION IS A RARE DISEASE OFTEN MISDIAGNOSED, WE ARE LEVERAGING STATE-OF-THE-ART SOCIAL MEDIA HARDWARE AND SOFTWARE TO EXTEND KNOWLEDGE OF THIS DISEASE BEYOND THE TRADITIONAL AFFINITY GROUP TO CREATE AWARENESS AND TO EDUCATE. ADDITIONALLY, PHAWARE IS DEVELOPING APPS WHICH, FROM A PATIENT/DOCTOR PERSPECTIVE, ARE DESIGNED TO CREATE GREATER PATIENT-PHYSICIAN CONNECTIVITY, AS WELL AS PROVIDE REAL TIME HEALTH DATA FOR PHYSICIANS AND CLINICIANS FOCUSED ON SEEKING A CURE FOR THIS RARE DISEASE. ONE OF OUR PRIME OBJECTIVES IS TO LEVERAGE INNOVATIVE TECHNOLOGY AND USE IT CAPTURE, ENGAGE AND ENABLE DIAGNOSED AND UNDIAGNOSED PH PATIENTS, CAREGIVERS, AND MEDICAL PROFESSIONALS BY PROVIDING THEM WITH DIGITAL CONTENT FOCUSED ON EDUCATION, RESOURCES AND KNOWLEDGE. EARLY DIAGNOSIS, PHAWARE365 PULMONARY HYPERTENSION (PH) IS A RARE, COMPLEX AND CHRONIC LUNG DISEASE, WHICH CURRENTLY HAS NO CURE. PH, OR HIGH BLOOD PRESSURE IN THE LUNGS, MAKES IT DIFFICULT FOR A PATIENT TO RECEIVE ADEQUATE OXYGEN AND FORCES THE HEART TO WORK HARDER, OFTEN RESULTING IN HEART FAILURE AND DEATH. IT IS OFTEN CONFUSED WITH ASTHMA OR COPD. PH CAN BE DIFFICULT TO DIAGNOSE IN A ROUTINE MEDICAL EXAM BECAUSE THE MOST COMMON SYMPTOMS OF PH ARE ALSO ASSOCIATED WITH MANY OTHER CONDITIONS. PH PATIENTS SPEND AN AVERAGE OF 2 TO 3 YEARS SEEKING AN ACCURATE DIAGNOSIS. 75% OF PATIENTS WILL HAVE ADVANCED PH BY THE TIME THEY ARE DIAGNOSED. PROPER AND EARLY DIAGNOSIS IS CRUCIAL FOR PATIENT CARE, AND IT BEGINS WITH AWARENESS.
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IRS990/SavingsAndTempCashInvstGrp/EOYAmt0624873
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IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0OTHER INCOME 796
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART II, LINE 10
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt01370419
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt071581
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0GIVEN PULMONARY HYPERTENSION IS A RARE DISEASE OFTEN MISDIAGNOSED, WE ARE LEVERAGING STATE-OF-THE-ART SOCIAL MEDIA HARDWARE AND SOFTWARE TO EXTEND KNOWLEDGE OF THIS DISEASE BEYOND THE TRADITIONAL AFFINITY GROUP TO CREATE AWARENESS AND TO EDUCATE. ADDITIONALLY, PHAWARE IS DEVELOPING APPS WHICH, FROM A PATIENT/DOCTOR PERSPECTIVE, ARE DESIGNED TO CREATE GREATER PATIENT-PHYSICIAN CONNECTIVITY, AS WELL AS PROVIDE REAL TIME HEALTH DATA FOR PHYSICIANS AND CLINICIANS FOCUSED ON SEEKING A CURE FOR THIS RARE DISEASE. ONE OF OUR PRIME OBJECTIVES IS TO LEVERAGE INNOVATIVE TECHNOLOGY AND USE IT CAPTURE, ENGAGE AND ENABLE DIAGNOSED AND UNDIAGNOSED PH PATIENTS, CAREGIVERS, AND MEDICAL PROFESSIONALS BY PROVIDING THEM WITH DIGITAL CONTENT FOCUSED ON EDUCATION, RESOURCES AND KNOWLEDGE. EARLY DIAGNOSIS, PHAWARE365 PULMONARY HYPERTENSION (PH) IS A RARE, COMPLEX AND CHRONIC LUNG DISEASE, WHICH CURRENTLY HAS NO CURE. PH, OR HIGH BLOOD PRESSURE IN THE LUNGS, MAKES IT DIFFICULT FOR A PATIENT TO RECEIVE ADEQUATE OXYGEN AND FORCES THE HEART TO WORK HARDER, OFTEN RESULTING IN HEART FAILURE AND DEATH. IT IS OFTEN CONFUSED WITH ASTHMA OR COPD. PH CAN BE DIFFICULT TO DIAGNOSE IN A ROUTINE MEDICAL EXAM BECAUSE THE MOST COMMON SYMPTOMS OF PH ARE ALSO ASSOCIATED WITH MANY OTHER CONDITIONS. PH PATIENTS SPEND AN AVERAGE OF 2 TO 3 YEARS SEEKING AN ACCURATE DIAGNOSIS. 75% OF PATIENTS WILL HAVE ADVANCED PH BY THE TIME THEY ARE DIAGNOSED. PROPER AND EARLY DIAGNOSIS IS CRUCIAL FOR PATIENT CARE, AND IT BEGINS WITH AWARENESS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1MARINA VAN WORMER STEVE VAN WORMER DIRECTOR PRESIDENT SPOUSE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2FORM 990 WILL BE PROVIDED TO THE BOARD AND REVIEWED FOR ANY NECESSARY CORRECTIONS OR CHANGES BEFORE FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ALL APPLICABLE PARTIES ANNUALY DISCLOSE POSSIBLE CONFLICTS OF INTEREST AND ANY ISSUES NOTED ARE REVIEWED BY THE BOARD. GIVEN THE SMALL SIZE OF THE GOVERNING BOARD, ANY CONFLICTS OF INTEREST ARE READILY TRANSPARENT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4PRIOR TO FORMATION OF THE ORGANIZATION, THE POTENTIAL FOR AND COMPENSATION LEVEL OF THE MANAGING DIRECTOR WAS DISCUSSED BY THE BOARD.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5SALARY LEVELS ARE REVIEWED FROM PUBLICLY AVAILABLE GUIDES LISTING COMPENSATION LEVELS FOR SIMILAR 501(C)(3) ORGANIZATIONS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7BOOKKEEPING 683 240 0 SOFTWARE DEVELOPMENT 73,749 54,811 0 TOTAL 74,432 55,051 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8BOOK / TAX DEPRECIATION DIFFERENCE -28
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 2, PART III, LINE 4D
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 15B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990, PART IX, LINE 11G
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8FORM 990, PART XI, LINE 9
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ReturnHeader/BusinessOfficerGrp/PersonNm0STEPHEN VAN WORMER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum08447429273
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-11-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PHAWARE GLOBAL ASSOCIATION
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt013949 VENTURA BOULEVARD SUITE 215
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ReturnHeader/PreparerPersonGrp/PreparationDt02019-11-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MICHAEL E WILFORD CPA
ReturnHeader/ReturnTs02019-11-12T16:08:13-06:00
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ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

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