Civic Intelligence

The Preparedness and Treatment Equity Coalition Corp

990 • Fiscal year 2020 • EIN 85-3179615

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 15, 2021

1251 Ave Of The Americas No FL 27New York, NY 10020

(212) 335-4883

Siviq Scores

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

Liabilities / Assets

60th percentile

0.01x

Higher debt load relative to assets than 60% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

59th percentile

0.01x

Higher debt load relative to revenue than 59% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Net Margin

99th percentile

99%

Higher net margin than 99% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

Score unavailable

No value available

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

Source year 2020

Revenue Growth

Score unavailable

No value available

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

Source year 2020

Assets

$270,000

No earlier filing loaded for comparison.

Net Assets

$268,441

No earlier filing loaded for comparison.

Liabilities

$1,559

No earlier filing loaded for comparison.

Revenue

$270,000

No earlier filing loaded for comparison.

Expenses

$1,559

No earlier filing loaded for comparison.

Net Income

$268,441

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$400K$300K$200K$100K$0Assets 2020: $270,000Liabilities 2020: $1,559Net Assets 2020: $268,4412020Assets 2021: $178,789Liabilities 2021: $1,300Net Assets 2021: $177,4892021Assets 2022: $314,876Liabilities 2022: $0Net Assets 2022: $314,8762022

Highlighted filing

2020

Assets$270,000
Liabilities$1,559
Net Assets$268,441

Operations Trend

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

$400K$200K$0-$200KRevenue 2020: $270,000Expenses 2020: $1,559Net Income 2020: $268,4412020Revenue 2021: $120,000Expenses 2021: $287,416Net Income 2021: -$167,4162021Revenue 2022: $255,000Expenses 2022: $117,932Net Income 2022: $137,0682022

Highlighted filing

2020

Revenue$270,000
Expenses$1,559
Net Income$268,441
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 15, 2021
Return Version
2020v4.1
Gross Receipts
$270,000
Mission and Program Overview

Mission

Ptec aims to identify metrics to reduce health disparities in pandemic preparedness, particularly related to vaccination rates, cardiovascular and metabolic treatment, and rates of diagnosis and testing for those diseases, facilitate communication and share information and resources related to the gaps in current policy, practice, and regulation in regard to pandemic preparedness, and build evidence for delivery system reforms to advance procurement, use, and reimbursement for diagnostic tests, vaccines, and treatment.

By bringing together private businesses, health researchers, health care providers, data analysts, and advocates, ptec aims to improve social justice in both pandemic preparedness and the detection and treatment of underlying conditions that make infections more devastating.

Balance Sheet Detail
LineBeginningEndChange
Assets
Accounts Receivable$0$180,000▲ $180,000
Cash and Non-Interest-Bearing Accounts$0$90,000▲ $90,000
Total Assets$0$270,000▲ $270,000
Liabilities
Accounts Payable and Accrued Expenses$0$1,559▲ $1,559
Total Liabilities$0$1,559▲ $1,559
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$0$268,441▲ $268,441
Total Net Assets Fund Balance$0$268,441▲ $268,441
Total Liabilities and Net Assets / Fund Balance$0$270,000▲ $270,000
Compensation and Service Providers

Board Members and Trustees

NameTitle
Raymond M WilliamsChair
Sung PobleteVice Chair
Carmen a PeraltaDirector
Cassandra McculloughDirector
Kirsten AxelsenExecutive Director
Jennifer MascarenhasChief Medical Officer
Benson HsuChief Scientific Officer
Susan PeschinSecretary
Antonio FernandezTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$270,000
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$0
Change in Net Assets
$268,441
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,559
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Insurance-$959-$959
Other Expenses-$600-$600
Total Functional Expenses$0$1,559$0$1,559
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 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
No
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

Executive director and treasurer review a draft of 990 before filing.

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

Prior to being elected or otherwise designated a governing person, and thereafter on an annual basis, all governing persons shall disclose in writing, to the best of their knowledge, all interests in potential counterparties on the organization's interest disclosure form. A copy of each disclosure statement shall be available to any governing person on request. If at any time during his or her term of service, a governing person acquires or identifies any interest, that interest and the material terms of any potential conflict of interest shall be promptly disclosed in writing to the board and any governing person designated by the board. When any transactions, decisions or actions come before the board, any committee thereof or any officer of the corporation, and a governing person has an interest or other possible conflict, such interested person shall immediately disclose the interest or other conflict to his or her supervisor or the board or the subject committee thereof, together with all material facts. No interested person shall be permitted to be present during or otherwise participate in the discussion or determination of whether such interested person has a conflict of interest or a limited conflict of interest, nor shall such interested person, if a conflict of interest is deemed to exist, be permitted to participate in or be present during the discussion of whether to approve the transactions in question except as provided below. No interested person shall vote on any matter in which he or she has a conflict of interest or a limited conflict of interest. Notwithstanding the foregoing, an interested person determined to have a conflict of interest may make a presentation at the board or committee meeting, but after the presentation, such interested person shall leave the meeting during the discussion of, and the vote on, the transactions, decision or action involving the conflict of interest.

Form 990, Part VI, Section C, Line 19

The organization makes its governing documents and financial statements available to the public upon request.

Filing and Contact Details

Filer

Filer Name
Preparedness & Treatment Equity
EIN
85-3179615
Phone
2123354883
Address
1251 AVE OF THE AMERICAS NO FL 27, NEW YORK, NY 10020

Signing Officer

Name
Antonio Fernandez
Title
Treasurer
Phone
2123354883
Signed
2021-11-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Antonio Fernandez
Formed
2020
Legal Domicile
De
Voting Board Members
6
Independent Board Members
6
Employees
0
Volunteers
9

Preparer

Firm
Bdo USA Llp
Address
800 RED BROOK BLVD SUITE 300, OWINGS MILLS, MD 21117
Preparer
Brian J Ray
Phone
4103633200
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXECUTIVE DIRECTOR AND TREASURER REVIEW A DRAFT OF 990 BEFORE FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1PRIOR TO BEING ELECTED OR OTHERWISE DESIGNATED A GOVERNING PERSON, AND THEREAFTER ON AN ANNUAL BASIS, ALL GOVERNING PERSONS SHALL DISCLOSE IN WRITING, TO THE BEST OF THEIR KNOWLEDGE, ALL INTERESTS IN POTENTIAL COUNTERPARTIES ON THE ORGANIZATION'S INTEREST DISCLOSURE FORM. A COPY OF EACH DISCLOSURE STATEMENT SHALL BE AVAILABLE TO ANY GOVERNING PERSON ON REQUEST. IF AT ANY TIME DURING HIS OR HER TERM OF SERVICE, A GOVERNING PERSON ACQUIRES OR IDENTIFIES ANY INTEREST, THAT INTEREST AND THE MATERIAL TERMS OF ANY POTENTIAL CONFLICT OF INTEREST SHALL BE PROMPTLY DISCLOSED IN WRITING TO THE BOARD AND ANY GOVERNING PERSON DESIGNATED BY THE BOARD. WHEN ANY TRANSACTIONS, DECISIONS OR ACTIONS COME BEFORE THE BOARD, ANY COMMITTEE THEREOF OR ANY OFFICER OF THE CORPORATION, AND A GOVERNING PERSON HAS AN INTEREST OR OTHER POSSIBLE CONFLICT, SUCH INTERESTED PERSON SHALL IMMEDIATELY DISCLOSE THE INTEREST OR OTHER CONFLICT TO HIS OR HER SUPERVISOR OR THE BOARD OR THE SUBJECT COMMITTEE THEREOF, TOGETHER WITH ALL MATERIAL FACTS. NO INTERESTED PERSON SHALL BE PERMITTED TO BE PRESENT DURING OR OTHERWISE PARTICIPATE IN THE DISCUSSION OR DETERMINATION OF WHETHER SUCH INTERESTED PERSON HAS A CONFLICT OF INTEREST OR A LIMITED CONFLICT OF INTEREST, NOR SHALL SUCH INTERESTED PERSON, IF A CONFLICT OF INTEREST IS DEEMED TO EXIST, BE PERMITTED TO PARTICIPATE IN OR BE PRESENT DURING THE DISCUSSION OF WHETHER TO APPROVE THE TRANSACTIONS IN QUESTION EXCEPT AS PROVIDED BELOW. NO INTERESTED PERSON SHALL VOTE ON ANY MATTER IN WHICH HE OR SHE HAS A CONFLICT OF INTEREST OR A LIMITED CONFLICT OF INTEREST. NOTWITHSTANDING THE FOREGOING, AN INTERESTED PERSON DETERMINED TO HAVE A CONFLICT OF INTEREST MAY MAKE A PRESENTATION AT THE BOARD OR COMMITTEE MEETING, BUT AFTER THE PRESENTATION, SUCH INTERESTED PERSON SHALL LEAVE THE MEETING DURING THE DISCUSSION OF, AND THE VOTE ON, THE TRANSACTIONS, DECISION OR ACTION INVOLVING THE CONFLICT OF INTEREST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
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IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt09
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt00
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0270000
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt01251 AVE OF THE AMERICAS NO FL 27
IRS990/USAddress/CityNm0NEW YORK
IRS990/USAddress/StateAbbreviationCd0NY
IRS990/USAddress/ZIPCd010020
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt06
IRS990/WebsiteAddressTxt0WWW.PTECHEALTH.ORG
IRS990/WhistleblowerPolicyInd00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ANTONIO FERNANDEZ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum02123354883
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PREPAREDNESS & TREATMENT EQUITY
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0COALITION CORP
ReturnHeader/Filer/BusinessNameControlTxt0PREP
ReturnHeader/Filer/EIN0853179615
ReturnHeader/Filer/PhoneNum02123354883
ReturnHeader/Filer/USAddress/AddressLine1Txt01251 AVE OF THE AMERICAS NO FL 27
ReturnHeader/Filer/USAddress/CityNm0NEW YORK
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd010020
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0135381590
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BDO USA LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0800 RED BROOK BLVD SUITE 300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0OWINGS MILLS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd021117
ReturnHeader/PreparerPersonGrp/PhoneNum04103633200
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BRIAN J RAY
ReturnHeader/ReturnTs02021-11-15T16:12:03-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0ANTONIO
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0FERNANDEZ
ReturnHeader/TaxPeriodBeginDt02020-09-02
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

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