Civic Intelligence

Pacific Stroke Association

990 • Fiscal year 2017 • EIN 77-0500631

Jan 01, 2017 to Dec 31, 2017 • Filed on Jul 11, 2018

3801 Miranda Ave Bld 6 No A162Palo Alto, CA 94304

(650) 565-8485

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

56th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Net Margin

74th percentile

18%

Higher net margin than 74% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

98th percentile

$97,683

Higher top officer pay than 98% of similar nonprofits.

Top officer pay equals 29.9% of source-year revenue.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

75th percentile

25%

Faster asset growth than 75% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

68th percentile

15%

Faster revenue growth than 68% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Assets

Flat

$332,855

Flat from 2017

Net Assets

Flat

$332,855

Flat from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue

Flat

$326,997

Flat from 2017

Expenses

Flat

$269,010

Flat from 2017

Net Income

Flat

$57,987

Flat from 2017

Historical Trend

Balance Sheet Trend

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

$400K$300K$200K$100K$0Assets 2011: $224,271Liabilities 2011: $0Net Assets 2011: $224,2712011Assets 2012: $205,978Liabilities 2012: $0Net Assets 2012: $205,9782012Assets 2013: $201,946Liabilities 2013: $0Net Assets 2013: $201,9462013Assets 2014: $196,968Liabilities 2014: $0Net Assets 2014: $196,9682014Assets 2015: $224,214Liabilities 2015: $0Net Assets 2015: $224,2142015Assets 2016: $266,948Liabilities 2016: $0Net Assets 2016: $266,9482016Assets 2017: $332,855Liabilities 2017: $0Net Assets 2017: $332,8552017Assets 2017: $332,855Liabilities 2017: $0Net Assets 2017: $332,8552017Assets 2018: $239,465Liabilities 2018: $0Net Assets 2018: $239,4652018Assets 2019: $206,589Liabilities 2019: $5,039Net Assets 2019: $201,5502019Assets 2020: $236,498Liabilities 2020: $0Net Assets 2020: $236,4982020Assets 2021: $315,273Liabilities 2021: $0Net Assets 2021: $315,2732021Assets 2022: $361,519Liabilities 2022: $0Net Assets 2022: $361,5192022Assets 2023: $233,403Liabilities 2023: $02023

Highlighted filing

2017

Assets$332,855
Liabilities$0
Net Assets$332,855

Operations Trend

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

$400K$200K$0-$200KExpenses 2011: $197,0012011Revenue 2012: $289,404Expenses 2012: $208,464Net Income 2012: $80,9402012Revenue 2013: $289,365Expenses 2013: $242,785Net Income 2013: $46,5802013Revenue 2014: $285,724Expenses 2014: $204,873Net Income 2014: $80,8512014Revenue 2015: $308,898Expenses 2015: $262,559Net Income 2015: $46,3392015Revenue 2016: $284,577Expenses 2016: $234,060Net Income 2016: $50,5172016Revenue 2017: $326,997Expenses 2017: $269,010Net Income 2017: $57,9872017Revenue 2017: $326,997Expenses 2017: $269,010Net Income 2017: $57,9872017Revenue 2018: $256,450Expenses 2018: $249,792Net Income 2018: $6,6582018Revenue 2019: $243,644Expenses 2019: $293,785Net Income 2019: -$50,1412019Revenue 2020: $151,548Expenses 2020: $187,538Net Income 2020: -$35,9902020Revenue 2021: $208,353Expenses 2021: $193,714Net Income 2021: $14,6392021Revenue 2022: $164,782Expenses 2022: $177,544Net Income 2022: -$12,7622022Revenue 2023: $156,258Expenses 2023: $334,568Net Income 2023: -$178,3102023

Highlighted filing

2017

Revenue$326,997
Expenses$269,010
Net Income$57,987
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Jul 11, 2018
Return Version
2017v2.3
Gross Receipts
$357,183
Mission and Program Overview

Mission

To reduce the incidence of stroke through education and to help alleviate stroke's devastating aftermath through programs to support survivors and caregivers

To reduce the incidence of stroke through education and to help alleviate stroke's devastating aftermath through programs to support survivors and caregivers.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$119,545$166,832▲ $47,287
Savings and Temporary Cash Investments$146,294$164,775▲ $18,481
Prepaid Expenses and Deferred Charges$1,109$701▼ $408
Land, Buildings, and Equipment, Net$0$547▲ $547
Total Assets$266,948$332,855▲ $65,907
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$266,948$332,855▲ $65,907
Total Net Assets Fund Balance$266,948$332,855▲ $65,907
Total Liabilities and Net Assets / Fund Balance$266,948$332,855▲ $65,907

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$547$137$684

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2017$829,895$5,000▲ $110,964$-41,495$897,210
2016$818,621$5,000▲ $54,449$-40,931$829,895
2015$872,663$19,570▼ $21,653$-43,633$818,621
2014$805,527$87,000▲ $28,578$-40,276$872,663
2013$707,366$53,650▲ $87,245$-35,035$805,527
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Rezvan MoghaddamDirectorFT$97,683$97,683

Board Members and Trustees

NameTitle
Scott WilsonBoard Chair
Victoria B ThoitsBoard Secratary
Doug ClarkeBoard Treasurer
Debra MeyersonOfficer
Edgar WilliamsOfficer
Gary CurtisOfficer
Jane AllenOfficer
Nancy Houston MillerOfficer
Sherril HopperOfficer
Revenue and Support

Revenue Composition

Contributions and Grants
$205,117
Program Service Revenue
$0
Investment Income
$49,271
Other Revenue
$72,609
All Other Contributions
$205,117
Change in Net Assets
$57,987
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$176,088
Other Expenses$92,922
Total Fundraising Expense$37,563
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$109,066$13,825$30,723$153,614
Payroll Taxes$9,021$1,144$2,541$12,706
All Other Expenses$9,433$2,043$108$11,584
Other Employee Benefits$6,935$879$1,954$9,768
Fees for Services Accounting-$6,321-$6,321
Insurance$3,027$384$853$4,264
Information Technology$2,920$371$822$4,113
Advertising$4,008--$4,008
Other Expenses$3,625$10-$3,635
Travel$2,743$178-$2,921
Fees for Services Management$2,821--$2,821
Fees for Services Other$1,900$356$535$2,791
Fees for Service Investment Mgmnt Fees-$2,076-$2,076
Office Expenses$58$727-$785
Depreciation Depletion$97$12$27$136
Total Functional Expenses$203,121$28,326$37,563$269,010
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$102,795
Fundraising Direct Expenses$30,186
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fall Event$102,795$102,795$30,186$72,609
Total Events$102,795$102,795$30,186$72,609
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
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
Yes
Other officer compensation reviewed
No
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, Part VI, Section B, Line 11B

Board meeting allow for time to discuss and approve

Form 990, Part VI, Section B, Line 12C

Board meeting plan and approve all activities

Form 990, Part VI, Section B, Line 15A

Bod and officer approve all compensation issue

Form 990, Part VI, Section C, Line 19

Pacific stroke association has conflict of interest statement written

Filing and Contact Details

Filer

Filer Name
Pacific Stroke Association
EIN
77-0500631
Phone
6505658485
Address
3801 MIRANDA AVE BLD 6 NO A162, PALO ALTO, CA 94304

Signing Officer

Name
Scott Ward
Title
Treasurer
Phone
6505658485
Signed
2018-07-11
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Doug Clarke
Formed
1998
Legal Domicile
CA
Voting Board Members
9
Independent Board Members
9
Employees
3
Volunteers
50

Preparer

Firm
Brown Adams Agbayani Llp
Address
2570 W EL CAMINO REAL 640, MOUNTAIN VIEW, CA 94040
Preparer
Norleen S Bounds
Phone
6508571655
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IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0146294
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0164775
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0307911
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0267335
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0265265
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0245448
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0253577
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt01339536
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/CurrentTaxYearAmt024000
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/CurrentTaxYearMinus1YearAmt024000
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/CurrentTaxYearMinus2YearsAmt024000
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/CurrentTaxYearMinus3YearsAmt024000
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/CurrentTaxYearMinus4YearsAmt024000
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt0120000
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt049271
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt051358
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt043633
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt040276
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt035788
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0220326
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.86880
IRS990ScheduleA/PublicSupportPY170Pct00.87530
IRS990ScheduleA/PublicSupportTotal170Amt01459536
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0331911
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0291335
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0289265
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0269448
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0277577
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt01459536
IRS990ScheduleA/TotalSupportAmt01679862
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt07153
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt0829895
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt05000
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt0897210
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0110964
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt0-41495
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt07244
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt0818621
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt05000
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt0829895
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt054449
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt0-40931
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt08326
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt0872663
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt019570
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt0818621
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-21653
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt0-43633
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt08166
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt0805527
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt087000
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt0872663
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt028578
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/OtherExpendituresAmt0-40276
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt07699
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt0707366
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt053650
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt0805527
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt087245
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/OtherExpendituresAmt0-35035
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd01
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt0547
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0137
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0684
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0547
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt030186
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0FALL EVENT
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt0102795
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt0102795
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt0102795
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt0102795
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt072609
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt030186
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt030186
IRS990ScheduleJ/AnyNonFixedPaymentsInd00
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd00
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd00
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990ScheduleJ/InitialContractExceptionInd00
IRS990/ScheduleJRequiredInd00
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SubstantiationRequiredInd01
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0BOARD MEETING ALLOW FOR TIME TO DISCUSS AND APPROVE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1BOARD MEETING PLAN AND APPROVE ALL ACTIVITIES
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2BOD AND OFFICER APPROVE ALL COMPENSATION ISSUE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3PACIFIC STROKE ASSOCIATION HAS CONFLICT OF INTEREST STATEMENT WRITTEN
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd01
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0266948
IRS990/TotalAssetsEOYAmt0332855
IRS990/TotalAssetsGrp/BOYAmt0266948
IRS990/TotalAssetsGrp/EOYAmt0332855
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0205117
IRS990/TotalEmployeeCnt03
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt037563
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt028326
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0203121
IRS990/TotalFunctionalExpensesGrp/TotalAmt0269010
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Summary only. Only limited summary data is available for this year.$2.33$0.00$1.56$3.35$1.78
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.62$0.00$3.62$1.65$1.78$0.13
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.15$0.00$3.15$2.08$1.94$0.15
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.36$0.00$2.36$1.52$1.88$0.36
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.07$0.05$2.02$2.44$2.94$0.50
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.39$0.00$2.39$2.56$2.50$0.07
2017Detailed filing. Detailed filing data is available for this year.$3.33$0.00$3.33$3.27$2.69$0.58
2017Summary only. Only limited summary data is available for this year.$3.33$0.00$3.33$3.27$2.69$0.58
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.67$0.00$2.67$2.85$2.34$0.51
2015Summary only. Only limited summary data is available for this year.$2.24$0.00$2.24$3.09$2.63$0.46
2014Summary only. Only limited summary data is available for this year.$1.97$0.00$1.97$2.86$2.05$0.81
2013Detailed filing. Detailed filing data is available for this year.$2.02$0.00$2.02$2.89$2.43$0.47
2012Summary only. Only limited summary data is available for this year.$2.06$0.00$2.06$2.89$2.08$0.81
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.24$0.00$2.24$1.97