Civic Intelligence

Stroke Onward Inc.

990 • Fiscal year 2023 • EIN 86-2595994

Jan 01, 2023 to Dec 31, 2023 • Filed on May 15, 2024

3130 Alpine Road 288-210Portola Valley, CA 94028

(650) 206-8238

Siviq Scores

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

Liabilities / Assets

32nd percentile

0.00x

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

2023 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2023

Liabilities / Revenue

32nd percentile

0.00x

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

2023 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2023

Net Margin

90th percentile

48%

Higher net margin than 90% of similar nonprofits.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2023

Top Officer Pay

88th percentile

$105,133

Higher top officer pay than 88% of similar nonprofits.

Top officer pay equals 14.7% of source-year revenue.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2023

Asset Growth

89th percentile

58%

Faster asset growth than 89% of similar nonprofits.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2022 to 2023

Revenue Growth

59th percentile

15%

Faster revenue growth than 59% of similar nonprofits.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2022 to 2023

Assets

Up

$923,577

Up $339,752 (+58%) from 2022

Net Assets

Up

$923,577

Up $339,752 (+58%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue

Up

$712,892

Up $92,860 (+15%) from 2022

Expenses

Down

$373,140

Down $86,573 (-19%) from 2022

Net Income

Up

$339,752

Up $179,433 (+112%) from 2022

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

2023

Assets$923,577
Liabilities$0
Net Assets$923,577

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

2023

Revenue$712,892
Expenses$373,140
Net Income$339,752
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
May 15, 2024
Return Version
2023v5.0
Gross Receipts
$712,892
Mission and Program Overview

Mission

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

The specific purpose of the corporation is to catalyze change in the stroke system of care to support the whole person in stroke recovery.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments-$461,901-
Cash and Non-Interest-Bearing Accounts$583,364$461,676▼ $121,688
Prepaid Expenses and Deferred Charges$461--
Total Assets$583,825$923,577▲ $339,752
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$583,825$923,577▲ $339,752
Total Net Assets Fund Balance$583,825$923,577▲ $339,752
Total Liabilities and Net Assets / Fund Balance$583,825$923,577▲ $339,752
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
FLANNERY O'NEILPresident and Executive DiFT$96,300$8,833$105,133

Board Members and Trustees

NameTitle
Debra MeyersonCo-chair
Steven ZuckermanCo-chair
Karen JordanDirector
Anthony StaynerSecretary
Patrick BrannellyTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$707,307
Program Service Revenue
$2,657
Investment Income
$1,401
Other Revenue
$1,527
All Other Contributions
$707,307
Change in Net Assets
$339,752
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$254,597
Other Expenses$118,543
Total Fundraising Expense$10,725
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$113,110--$113,110
Current Officers, Directors, Trustees, and Key Employees$81,855$9,630$4,815$96,300
Fees for Services Other$31,265$57,517-$88,782
Other Employee Benefits$23,924$2,796$1,398$28,118
Payroll Taxes$15,892$785$392$17,069
Travel$8,392--$8,392
Fees for Services Accounting-$4,461-$4,461
Information Technology-$4,014-$4,014
Office Expenses-$2,463-$2,463
Insurance-$2,407-$2,407
Advertising--$2,098$2,098
Conferences and Meetings$1,819--$1,819
Other Expenses$50$38$19$50
Total Functional Expenses$277,070$85,345$10,725$373,140
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 chief executive officer 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
6502068238
Address
3130 ALPINE ROAD 288-210, PORTOLA VALLEY, CA 94028

Signing Officer

Name
Liz Wolfson
Title
Chief Executive Officer
Phone
6502068238
Signed
2024-05-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Liz Wolfson
Formed
2021
Legal Domicile
CA
Voting Board Members
6
Independent Board Members
5
Employees
3
Volunteers
6

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 2,224. Fundraising expenses 0. Total expenses 2,224. Saam awareness program consultant: program service expenses 8,000. Management and general expenses 0. Fundraising expenses 0. Total expenses 8,000. Consultant: program service expenses 23,265. Management and general expenses 55,293. Fundraising expenses 0. Total expenses 78,558.

Form 990 Part IX, Line 11G, Other Fees

The consultant expenses categorized under "management and general expenses" relate to the executive search firm fees for the recruitment and placement of the organization's new chief executive officer, liz wolfson, who started in the role in q1 2024

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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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IRS990/ScheduleJRequiredInd00
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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 CHIEF EXECUTIVE OFFICER 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 2,224. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,224. SAAM AWARENESS PROGRAM CONSULTANT: PROGRAM SERVICE EXPENSES 8,000. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 8,000. CONSULTANT: PROGRAM SERVICE EXPENSES 23,265. MANAGEMENT AND GENERAL EXPENSES 55,293. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 78,558.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6THE CONSULTANT EXPENSES CATEGORIZED UNDER "MANAGEMENT AND GENERAL EXPENSES" RELATE TO THE EXECUTIVE SEARCH FIRM FEES FOR THE RECRUITMENT AND PLACEMENT OF THE ORGANIZATION'S NEW CHIEF EXECUTIVE OFFICER, LIZ WOLFSON, WHO STARTED IN THE ROLE IN Q1 2024
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
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990 PART IX, LINE 11G, OTHER FEES
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0583825
IRS990/TotalAssetsEOYAmt0923577
IRS990/TotalAssetsGrp/BOYAmt0583825
IRS990/TotalAssetsGrp/EOYAmt0923577
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0707307
IRS990/TotalEmployeeCnt03
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt010725
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt085345
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0277070
IRS990/TotalFunctionalExpensesGrp/TotalAmt0373140
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0583825
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0923577
IRS990/TotalOtherCompensationAmt08833
IRS990/TotalProgramServiceExpensesAmt0277070
IRS990/TotalProgramServiceRevenueAmt02657
IRS990/TotalReportableCompFromOrgAmt096300
IRS990/TotalRevenueGrp/ExclusionAmt01401
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt04184
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0712892
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt06
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0583825
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0923577
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/ProgramServicesAmt08392
IRS990/TravelGrp/TotalAmt08392
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/TrustedCustomerCd03
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0LIZ WOLFSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHIEF EXECUTIVE OFFICER
ReturnHeader/BusinessOfficerGrp/PhoneNum06502068238
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-05-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0STROKE ONWARD INC
ReturnHeader/Filer/BusinessNameControlTxt0STRO
ReturnHeader/Filer/EIN0862595994
ReturnHeader/Filer/PhoneNum06502068238
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/ReturnTs02024-05-15T16:46:38-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0LIZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0WOLFSON
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

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