Civic Intelligence

Patient Navigation Resources

EIN 81-5017117 • 501(c)3

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2017

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2017

Net Margin

74th percentile

20%

Higher net margin than 74% of similar nonprofits.

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

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

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

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2017

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2017

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

$224

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

$224

No earlier filing loaded for comparison.

Operations
Liabilities / RevenueScore unavailableNet Margin74th percentile

Revenue

$1,124

No earlier filing loaded for comparison.

Expenses

$900

No earlier filing loaded for comparison.

Net Income

$224

No earlier filing loaded for comparison.

Trend Graphs

Balance Sheet Trend

Asset GrowthScore unavailable

Grouped bars show assets, liabilities, and net assets across loaded filings.

$300$200$100$0Assets 2017: $224Net Assets 2017: $2242017

Highlighted filing

2017

Assets$224
Liabilities-
Net Assets$224
Open 2017 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income by year, with the latest filing highlighted.

$1.5K$1.0K$500$0Revenue 2017: $1,124Expenses 2017: $900Net Income 2017: $2242017

Highlighted filing

2017

Revenue$1,124
Expenses$900
Net Income$224
Open 2017 Filing

Filings

Most recent year

2017 • Form 990EZXML pending. An XML filing is linked for this year, but detailed extraction is still pending.

Open filing
Assets
$224
Liabilities
-
Net assets
$224
Revenue
$1,124
Expenses
$900
Net income
$224
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$224$224$1,124$900$224
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Jun 13, 2018
Return Version
2017v2.2
Gross Receipts
$1,124
Mission and Program Overview

Mission

Provides peer to peer support and navigation for individuals facing medical challenges. Services include providing non medical support and will help bridge inequality between clients and the medical system.

Program Services

DescriptionGrantsExpenses
Organize and create the foundation for recognizing individuals that will serve as candidates for peer navigators$900-
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Julia BuschPresident-$0--
James K AllenSecretary-$0--
Dale HuffmanTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
Patient Navigation Resources
EIN
81-5017117
Address
2775 Kurtz Street, San Diego, CA 92110

Signing Officer

Name
Dale Huffman
Title
Treasurer
Signed
2018-06-13
Discuss with paid preparer
Yes

Preparer

Firm
Leone Huffman & Associates Inc
Address
5927 BALFOUR CT STE 212, CARLSBAD, CA 92008-7377
Preparer
Dale G Huffman CPA
Phone
7609319973
Raw XML Appendix118 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/PersonNm0Dale Huffman
IRS990EZ/BooksInCareOfDetail/PhoneNum07609319973
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt05927 Balfour Court Suite 212
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Carlsbad
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd092008
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0224
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt01124
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0224
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0900
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt00
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0224
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsAmt01124
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InitialReturnInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0224
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt00
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0224
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Julia Busch
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1James K Allen
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Dale Huffman
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Provides peer to peer support and navigation for individuals facing medical challenges. Services include providing non medical support and will help bridge inequality between clients and the medical system.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Organize and create the foundation for recognizing individuals that will serve as candidates for peer navigators
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt0900
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0900
IRS990EZ/TotalProgramServiceExpensesAmt0900
IRS990EZ/TotalRevenueAmt01124
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/First5Years509Ind0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt01124
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt01124
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.00000
IRS990ScheduleA/PublicSupportTotal509Amt01124
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt01124
IRS990ScheduleA/Total509Grp/TotalAmt01124
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt01124
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt01124
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Dale Huffman
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-06-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Patient Navigation Resources
ReturnHeader/Filer/BusinessNameControlTxt0PATI
ReturnHeader/Filer/EIN0815017117
ReturnHeader/Filer/USAddress/AddressLine1Txt02775 Kurtz Street
ReturnHeader/Filer/USAddress/CityNm0San Diego
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092110
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0330869914
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0LEONE HUFFMAN & ASSOCIATES INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05927 BALFOUR CT STE 212
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CARLSBAD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0920087377
ReturnHeader/PreparerPersonGrp/PhoneNum07609319973
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Dale G Huffman CPA
ReturnHeader/ReturnTs02018-06-13T15:31:33-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 501(c)3 • <$500k nonprofits