2024-05-15T16:46:38-05:00 2023-12-31 263789391 WMB2LLP 101 LARKSPUR LANDING CIR STE 200 LARKSPUR CA 949391750 990 2023-01-01 862595994 STROKE ONWARD INC STRO 6502068238 3130 ALPINE ROAD 288-210 PORTOLA VALLEY CA 94028 LIZ WOLFSON CHIEF EXECUTIVE OFFICER 6502068238 2024-05-15 1 LIZ WOLFSON 999009999 0 GIOVANNA K DUENAS P01256956 4159251120 3 AAL1 IAL1 2023 2023-04-26 12:10:37Z LIZ WOLFSON 3130 ALPINE ROAD 288-210 PORTOLA VALLEY CA 94028 712892 0 X WWW.STROKEONWARD.ORG X 2021 CA THE SPECIFIC PURPOSE OF THE CORPORATION IS TO CATALYZE CHANGE IN THE STROKE SYSTEM OF CARE TO SUPPORT THE WHOLE PERSON IN STROKE RECOVERY. 6 5 3 6 0 0 614255 707307 5777 2657 0 1401 0 1527 620032 712892 0 0 0 0 229662 254597 0 0 10725 230051 118543 459713 373140 160319 339752 583825 923577 0 0 583825 923577 TO ENSURE STROKE SURVIVORS AND THEIR SUPPORTERS HAVE THE RESOURCES NEEDED TO REBUILD IDENTITIES AND REWARDING LIVES. 0 0 277070 4184 THE SPECIFIC PURPOSE OF THE CORPORATION IS TO CATALYZE CHANGE IN THE STROKE SYSTEM OF CARE TO SUPPORT THE WHOLE PERSON IN STROKE RECOVERY. WE ENDEAVOR IN CHARITABLE ACTIVITIES ASSOCIATED WITH THIS PURPOSE AS ALLOWED BY LAW, INCLUDING: CONDUCTING AWARENESS CAMPAIGNS; THE CREATION AND DISSEMINATION OF RESOURCES TO INDIVIDUALS, HEALTHCARE PROFESSIONALS AND THEIR TRAINING INSTITUTIONS; PARTICIPATING AND PRESENTING AS PART OF IN PERSON AND VIRTUAL GATHERINGS; SUPPORTING RESEARCH PROJECTS, TECH INNOVATION, AND MORE. 277070 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 5 0 1 3 1 0 0 0 0 0 0 0 0 0 0 X 6 5 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 0 1 0 0 CA X THE ORGANIZATION 6502068238 3130 ALPINE ROAD 288-210 PORTOLA VALLEY CA 94028 FLANNERY O'NEIL PRESIDENT AND EXECUTIVE DI 40.00 X X 96300 0 8833 STEVEN ZUCKERMAN CO-CHAIR 25.00 X X 0 0 0 DEBRA MEYERSON CO-CHAIR 20.00 X X 0 0 0 PATRICK BRANNELLY TREASURER 0.50 X X 0 0 0 KAREN JORDAN DIRECTOR 0.50 X 0 0 0 ANTHONY STAYNER SECRETARY 0.50 X X 0 0 0 96300 0 8833 0 0 0 0 0 707307 10515 707307 PROGRAM SERVICE FEE 624100 2657 2657 2657 1401 1401 OTHER INCOME 900099 1527 1527 1527 712892 4184 0 1401 X 96300 81855 9630 4815 113110 113110 28118 23924 2796 1398 17069 15892 785 392 4461 4461 88782 31265 57517 2098 2098 2463 2463 4014 4014 8392 8392 1819 1819 2407 2407 FUNDRAISING 2003 2003 CREDIT CARD PROCESSING 1234 1234 WORKERS COMP 820 763 38 19 SAAM EVENT AWARENESS CA 50 50 373140 277070 85345 10725 583364 461676 461901 461 583825 923577 0 0 X 583825 923577 583825 923577 583825 923577 339752 0 X 0 0 0 X 488512 614255 704922 1807689 2000 5777 2657 10434 490512 620032 707579 1818123 0 0 0 1818123 1401 1401 1401 1401 1527 1527 490512 620032 710507 1821051 0.99840 1.00000 0.00080 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 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. 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