Civic Intelligence

The Patientory Association

EIN 83-2911837 • 501(c)6 • San Francisco, CA

Profile

To promote the common business interest of those in the healthcare field or healthcare technology field through advancement of emerging technologies in healthcare information technology; to foster the responsible and cooperative development and use of blockchain or distributed ledger technology in the healthcare field; and to promote or encourage interoperability of applications, products, implementations of blockchain or distributed ledger technology in the healthcare field, and related research.

18 Bartol Street 1167San Francisco, CA 94133

patientoryassociation.org

Siviq Scores

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

Liabilities / Assets

93rd percentile

0.68x

Higher debt load relative to assets than 93% of similar nonprofits.

501(c)6 • <$500k nonprofits • Source year 2022

Liabilities / Revenue

97th percentile

0.94x

Higher debt load relative to revenue than 97% of similar nonprofits.

501(c)6 • <$500k nonprofits • Source year 2022

Net Margin

93rd percentile

40%

Higher net margin than 93% of similar nonprofits.

501(c)6 • <$500k nonprofits • Source year 2022

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

100th percentile

2922%

Faster asset growth than 100% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

19th percentile

-25%

Faster revenue growth than 19% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2020 to 2022

Assets

Down

$508

Down $187 (-27%) from 2022

Liabilities

Up

$949

Up $477 (+101%) from 2022

Net Assets

Down

-$441

Down $664 (-298%) from 2022

Revenue

Down

$0

Down $500 (-100%) from 2022

Expenses

Up

$664

Up $364 (+121%) from 2022

Net Income

Down

-$664

Down $864 (-432%) from 2022

Trend Graphs

Balance Sheet Trend

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

$2.0K$1.0K$0-$1.0KAssets 2019: $1,635Liabilities 2019: $0Net Assets 2019: $1,6352019Assets 2020: $90Liabilities 2020: $0Net Assets 2020: $902020Assets 2021: $23Liabilities 2021: $0Net Assets 2021: $232021Assets 2022: $695Liabilities 2022: $472Net Assets 2022: $2232022Assets 2023: $508Liabilities 2023: $949Net Assets 2023: -$4412023

Highlighted filing

2023

Assets$508
Liabilities$949
Net Assets-$441

Operations Trend

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

$60K$40K$20K$0-$20KRevenue 2019: $43,418Expenses 2019: $41,783Net Income 2019: $1,6352019Revenue 2020: $884Expenses 2020: $2,429Net Income 2020: -$1,5452020Revenue 2021: $0Expenses 2021: $67Net Income 2021: -$672021Revenue 2022: $500Expenses 2022: $300Net Income 2022: $2002022Revenue 2023: $0Expenses 2023: $664Net Income 2023: -$6642023

Highlighted filing

2023

Revenue$0
Expenses$664
Net Income-$664

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Sep 14, 2024
Return Version
2023v5.0
Mission and Program Overview

Mission

To promote the common business interest of those in the healthcare field or healthcare technology field through advancement of emerging technologies in healthcare information technology; to foster the responsible and cooperative development and use of blockchain or distributed ledger technology in the healthcare field; and to promote or encourage interoperability of applications, products, implementations of blockchain or distributed ledger technology in the healthcare field, and related research.

Program Services

DescriptionGrantsExpenses
THE PATIENTORY ASSOCIATION IS A 501(C)(6) ORGANIZATION. IT RUNS BLOCKHEALTH SUMMIT ANNUAL CONFERENCE, GAINS BUSINESS MEMBERSHIP AND PROMOTES NEW TECHNOLOGIES.--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
CHRISSA MCFARLANEPresident Of-$0--
JONATHAN FUCHSSecretary-$0--
MARQUESSA FINCHCFO-$0--
Filing and Contact Details

Filer

Filer Name
The Patientory Association
EIN
83-2911837
Phone
3473893401
Address
18 BARTOL STREET 1167, SAN FRANCISCO, CA 94133

Signing Officer

Name
Chrissa Mcfarlane
Title
President of Board
Phone
3473893401
Signed
2024-09-14

Preparer

Firm
Jml Partners LLC
Address
5909 PEACHTREE DUNWOODY RD STE D 91, ATLANTA, GA 30328
Preparer
Zheng Lin
Phone
6178930313
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

Expenses office expense 295 software subscription expense 369 total 664

Form 990-ez, Part II, Line 26

OTHER PAYABLES 472 949

Form 990-ez, Part III

To promote the common business interest of those in the healthcare field or healthcare technology field through advancement of emerging technologies in healthcare information technology; to foster the responsible and cooperative development and use of blockchain or distributed ledger technology in the healthcare field; and to promote or encourage interoperability of applications, products, implementations of blockchain or distributed ledger technology in the healthcare field, and related research.

Raw XML Appendix92 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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IRS990EZ/BooksInCareOfDetail/PersonNm0CHRISSA MCFARLANE
IRS990EZ/BooksInCareOfDetail/PhoneNum03473893401
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt03423 PIEDMONT RD STE 373
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0ATLANTA
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0GA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd030305
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0695
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0508
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IRS990EZ/ExcessOrDeficitForYearAmt0-664
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IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0223
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0-441
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0223
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0-441
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2MARQUESSA FINCH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT OF
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2CFO
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IRS990EZ/PrimaryExemptPurposeTxt0TO PROMOTE THE COMMON BUSINESS INTEREST OF THOSE IN THE HEALTHCARE FIELD OR HEALTHCARE TECHNOLOGY FIELD THROUGH ADVANCEMENT OF EMERGING TECHNOLOGIES IN HEALTHCARE INFORMATION TECHNOLOGY; TO FOSTER THE RESPONSIBLE AND COOPERATIVE DEVELOPMENT AND USE OF BLOCKCHAIN OR DISTRIBUTED LEDGER TECHNOLOGY IN THE HEALTHCARE FIELD; AND TO PROMOTE OR ENCOURAGE INTEROPERABILITY OF APPLICATIONS, PRODUCTS, IMPLEMENTATIONS OF BLOCKCHAIN OR DISTRIBUTED LEDGER TECHNOLOGY IN THE HEALTHCARE FIELD, AND RELATED RESEARCH.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0THE PATIENTORY ASSOCIATION IS A 501(C)(6) ORGANIZATION. IT RUNS BLOCKHEALTH SUMMIT ANNUAL CONFERENCE, GAINS BUSINESS MEMBERSHIP AND PROMOTES NEW TECHNOLOGIES.
IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt0472
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt0949
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0664
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0HTTPS://PATIENTORYASSOCIATION.ORG/
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES OFFICE EXPENSE 295 SOFTWARE SUBSCRIPTION EXPENSE 369 TOTAL 664
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1OTHER PAYABLES 472 949
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2TO PROMOTE THE COMMON BUSINESS INTEREST OF THOSE IN THE HEALTHCARE FIELD OR HEALTHCARE TECHNOLOGY FIELD THROUGH ADVANCEMENT OF EMERGING TECHNOLOGIES IN HEALTHCARE INFORMATION TECHNOLOGY; TO FOSTER THE RESPONSIBLE AND COOPERATIVE DEVELOPMENT AND USE OF BLOCKCHAIN OR DISTRIBUTED LEDGER TECHNOLOGY IN THE HEALTHCARE FIELD; AND TO PROMOTE OR ENCOURAGE INTEROPERABILITY OF APPLICATIONS, PRODUCTS, IMPLEMENTATIONS OF BLOCKCHAIN OR DISTRIBUTED LEDGER TECHNOLOGY IN THE HEALTHCARE FIELD, AND RELATED RESEARCH.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART II, LINE 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART III
ReturnHeader/BuildTS02024-08-08 14:25:15Z
ReturnHeader/BusinessOfficerGrp/PersonNm0CHRISSA MCFARLANE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT OF BOARD
ReturnHeader/BusinessOfficerGrp/PhoneNum03473893401
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-09-14
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ReturnHeader/Filer/BusinessNameControlTxt0PATI
ReturnHeader/Filer/EIN0832911837
ReturnHeader/Filer/PhoneNum03473893401
ReturnHeader/Filer/USAddress/AddressLine1Txt018 BARTOL STREET 1167
ReturnHeader/Filer/USAddress/CityNm0SAN FRANCISCO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094133
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ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0871365552
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ATLANTA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0GA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd030328
ReturnHeader/PreparerPersonGrp/PhoneNum06178930313
ReturnHeader/PreparerPersonGrp/PreparationDt02024-09-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ZHENG LIN
ReturnHeader/ReturnTs02024-09-14T21:03:49-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.