Civic Intelligence

Stroke Onward Inc.

990 • Fiscal year 2022 • EIN 86-2595994

Jan 01, 2022 to Dec 31, 2022 • Filed on May 12, 2023

3130 Alpine Road 288-210Portola Valley, CA 94028

(602) 317-8095

Siviq Scores

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

Liabilities / Assets

31st percentile

0.00x

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

2022 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2022

Liabilities / Revenue

31st percentile

0.00x

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

2022 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2022

Net Margin

76th percentile

26%

Higher net margin than 76% of similar nonprofits.

2022 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2022

Top Officer Pay

87th percentile

$97,083

Higher top officer pay than 87% of similar nonprofits.

Top officer pay equals 15.7% of source-year revenue.

2022 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2022

Asset Growth

83rd percentile

38%

Faster asset growth than 83% of similar nonprofits.

2022 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2021 to 2022

Revenue Growth

67th percentile

26%

Faster revenue growth than 67% of similar nonprofits.

2022 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2021 to 2022

Assets

Up

$583,825

Up $160,319 (+38%) from 2021

Net Assets

Up

$583,825

Up $160,319 (+38%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue

Up

$620,032

Up $129,520 (+26%) from 2021

Expenses

Up

$459,713

Up $392,707 (+586%) from 2021

Net Income

Down

$160,319

Down $263,187 (-62%) from 2021

Historical Trend

Balance Sheet Trend

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

$1.0M$500K$0Assets 2021: $423,506Liabilities 2021: $0Net Assets 2021: $423,5062021Assets 2022: $583,825Liabilities 2022: $0Net Assets 2022: $583,8252022Assets 2023: $923,577Liabilities 2023: $0Net Assets 2023: $923,5772023Assets 2024: $880,378Liabilities 2024: $6,387Net Assets 2024: $873,9912024

Highlighted filing

2022

Assets$583,825
Liabilities$0
Net Assets$583,825

Operations Trend

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

$800K$600K$400K$200K$0-$200KRevenue 2021: $490,512Expenses 2021: $67,006Net Income 2021: $423,5062021Revenue 2022: $620,032Expenses 2022: $459,713Net Income 2022: $160,3192022Revenue 2023: $712,892Expenses 2023: $373,140Net Income 2023: $339,7522023Revenue 2024: $660,826Expenses 2024: $710,412Net Income 2024: -$49,5862024

Highlighted filing

2022

Revenue$620,032
Expenses$459,713
Net Income$160,319
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
May 12, 2023
Return Version
2022v5.0
Gross Receipts
$620,032
Mission and Program Overview

Mission

To ensure stroke survivors and their supporters have the resources needed to rebuild identities and rewarding lives.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$423,506$583,364▲ $159,858
Prepaid Expenses and Deferred Charges-$461-
Total Assets$423,506$583,825▲ $160,319
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$423,506$583,825▲ $160,319
Total Net Assets Fund Balance$423,506$583,825▲ $160,319
Total Liabilities and Net Assets / Fund Balance$423,506$583,825▲ $160,319
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
FLANNERY O'NEILPresident and Executive DiFT$89,015$8,068$97,083

Board Members and Trustees

NameTitle
Debra MeyersonCo-chair
Steven ZuckermanCo-chair/ Secretary/treasu
Anthony StaynerDirector
Karen JordanDirector
Patrick BrannellyDirector
Revenue and Support

Revenue Composition

Contributions and Grants
$614,255
Program Service Revenue
$5,777
Investment Income
$0
Other Revenue
$0
All Other Contributions
$614,255
Change in Net Assets
$160,319
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$230,051
Salaries, Compensation, and Employee Benefits$229,662
Total Fundraising Expense$12,795
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Other$105,402$8,889-$114,291
Other Salaries and Wages$101,984--$101,984
Current Officers, Directors, Trustees, and Key Employees$75,663$8,901$4,451$89,015
Travel$36,725$2,173-$38,898
Other Employee Benefits$22,077$807$403$23,287
Payroll Taxes$14,284$728$364$15,376
Office Expenses$2,440$2,034-$4,474
Information Technology-$4,131-$4,131
Fees for Services Accounting-$3,557-$3,557
Insurance$630$2,696-$3,326
Advertising--$2,445$2,445
Occupancy$1,785--$1,785
Other Expenses$673$34$17$724
Conferences and Meetings-$400-$400
Total Functional Expenses$412,568$34,350$12,795$459,713
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
Backup withholding compliance
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
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 A, Line 2

Steven zuckerman and debra meyerson are married. Steven zuckerman and debra meyerson have several co-investments with anthony stayner (and his wife) that are unrelated to stroke onward.

Form 990, Part VI, Section B, Line 11B

Form 990 is prepared by an outside tax professional. The form is then reviewed by a member of the organization's board. This individual then discusses the contents of the return with the outside tax professional. After a full review (with modifications where necessary), the final version of the tax return is provided to all members of the organization's voting body on their request. The organization's executive director signs the authorization for the outside tax profrssional to efile the 990 with the us treasury.

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

Stroke onward has directors, officers, and key employees annually review and complete a conflict of interest disclosure. Should conflicts occur, they are handled in accordance with the policy.

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

The board of directors reviews the compensation of all high-level personnel annually as part of the budget proccess and which is in accordance with irs rules and regulations. Efforts are made to secure compensation data from industry sources in order to determine competitiveness and appropriateness of salaries. Every effort is made to ensure that the process is thorough and transparent in accordance with irs guidelines and the organization's policies and procedures.

Form 990, Part VI, Section C, Line 19

All of the organization's governing documents, financial statements and other legal filings are maintained in a secure environment and held available for inspection by tax authorities and the general public.

Filing and Contact Details

Filer

Filer Name
Stroke Onward Inc
EIN
86-2595994
Phone
6023178095
Address
3130 ALPINE ROAD 288-210, PORTOLA VALLEY, CA 94028

Signing Officer

Name
FLANNERY O'NEIL
Title
Executive Director
Phone
6023178095
Signed
2023-05-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
FLANNERY O'NEIL
Formed
2021
Legal Domicile
CA
Voting Board Members
6
Independent Board Members
5
Employees
3
Volunteers
26

Preparer

Firm
Wmb2llp
Address
101 LARKSPUR LANDING CIR STE 200, LARKSPUR, CA 94939-1750
Preparer
Giovanna K Duenas
Phone
4159251120
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

Payroll admin fees: program service expenses 0. Management and general expenses 1,113. Fundraising expenses 0. Total expenses 1,113. Saam awareness program consultant: program service expenses 105,402. Management and general expenses 7,776. Fundraising expenses 0. Total expenses 113,178.

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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0STEVEN ZUCKERMAN AND DEBRA MEYERSON ARE MARRIED. STEVEN ZUCKERMAN AND DEBRA MEYERSON HAVE SEVERAL CO-INVESTMENTS WITH ANTHONY STAYNER (AND HIS WIFE) THAT ARE UNRELATED TO STROKE ONWARD.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1FORM 990 IS PREPARED BY AN OUTSIDE TAX PROFESSIONAL. THE FORM IS THEN REVIEWED BY A MEMBER OF THE ORGANIZATION'S BOARD. THIS INDIVIDUAL THEN DISCUSSES THE CONTENTS OF THE RETURN WITH THE OUTSIDE TAX PROFESSIONAL. AFTER A FULL REVIEW (WITH MODIFICATIONS WHERE NECESSARY), THE FINAL VERSION OF THE TAX RETURN IS PROVIDED TO ALL MEMBERS OF THE ORGANIZATION'S VOTING BODY ON THEIR REQUEST. THE ORGANIZATION'S EXECUTIVE DIRECTOR SIGNS THE AUTHORIZATION FOR THE OUTSIDE TAX PROFRSSIONAL TO EFILE THE 990 WITH THE US TREASURY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2STROKE ONWARD HAS DIRECTORS, OFFICERS, AND KEY EMPLOYEES ANNUALLY REVIEW AND COMPLETE A CONFLICT OF INTEREST DISCLOSURE. SHOULD CONFLICTS OCCUR, THEY ARE HANDLED IN ACCORDANCE WITH THE POLICY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE BOARD OF DIRECTORS REVIEWS THE COMPENSATION OF ALL HIGH-LEVEL PERSONNEL ANNUALLY AS PART OF THE BUDGET PROCCESS AND WHICH IS IN ACCORDANCE WITH IRS RULES AND REGULATIONS. EFFORTS ARE MADE TO SECURE COMPENSATION DATA FROM INDUSTRY SOURCES IN ORDER TO DETERMINE COMPETITIVENESS AND APPROPRIATENESS OF SALARIES. EVERY EFFORT IS MADE TO ENSURE THAT THE PROCESS IS THOROUGH AND TRANSPARENT IN ACCORDANCE WITH IRS GUIDELINES AND THE ORGANIZATION'S POLICIES AND PROCEDURES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ALL OF THE ORGANIZATION'S GOVERNING DOCUMENTS, FINANCIAL STATEMENTS AND OTHER LEGAL FILINGS ARE MAINTAINED IN A SECURE ENVIRONMENT AND HELD AVAILABLE FOR INSPECTION BY TAX AUTHORITIES AND THE GENERAL PUBLIC.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5PAYROLL ADMIN FEES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 1,113. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,113. SAAM AWARENESS PROGRAM CONSULTANT: PROGRAM SERVICE EXPENSES 105,402. MANAGEMENT AND GENERAL EXPENSES 7,776. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 113,178.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART IX, LINE 11G
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0423506
IRS990/TotalAssetsEOYAmt0583825
IRS990/TotalAssetsGrp/BOYAmt0423506
IRS990/TotalAssetsGrp/EOYAmt0583825
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0614255
IRS990/TotalEmployeeCnt03
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt012795
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt034350
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0412568
IRS990/TotalFunctionalExpensesGrp/TotalAmt0459713
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0423506
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0583825
IRS990/TotalOtherCompensationAmt08068
IRS990/TotalProgramServiceExpensesAmt0412568
IRS990/TotalProgramServiceRevenueAmt05777
IRS990/TotalReportableCompFromOrgAmt089015
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt05777
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0620032
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt026
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0423506
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0583825
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/ManagementAndGeneralAmt02173
IRS990/TravelGrp/ProgramServicesAmt036725
IRS990/TravelGrp/TotalAmt038898
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt03130 ALPINE ROAD 288-210
IRS990/USAddress/CityNm0PORTOLA VALLEY
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd094028
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt05
IRS990/WebsiteAddressTxt0WWW.STROKEONWARD.ORG
IRS990/WhistleblowerPolicyInd00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0FLANNERY O'NEIL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum06023178095
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-05-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0STROKE ONWARD INC
ReturnHeader/Filer/BusinessNameControlTxt0STRO
ReturnHeader/Filer/EIN0862595994
ReturnHeader/Filer/PhoneNum06023178095
ReturnHeader/Filer/USAddress/AddressLine1Txt03130 ALPINE ROAD 288-210
ReturnHeader/Filer/USAddress/CityNm0PORTOLA VALLEY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094028
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0263789391
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WMB2LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0101 LARKSPUR LANDING CIR STE 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LARKSPUR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0949391750
ReturnHeader/PreparerPersonGrp/PhoneNum04159251120
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0GIOVANNA K DUENAS
ReturnHeader/ReturnTs02023-05-12T16:46:00-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0FLANNERY
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0ONEIL
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

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