Civic Intelligence

Anticoagulation Forum Inc

EIN 03-0474134 • 501(c)3 • Newton Highlands, MA

Profile

The anticoagulation forum is a multidisciplinary nonprofit organization of health care professionals that will improve the quality of care for patients taking antithrombotic medications.

17 Lincoln StreetNewton Highlands, MA 02461

www.acforum.org

Siviq Scores

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

Liabilities / Assets

57th percentile

0.10x

Higher debt load relative to assets than 57% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

78th percentile

0.40x

Higher debt load relative to revenue than 78% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Net Margin

4th percentile

-91%

Higher net margin than 4% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

93rd percentile

$254,691

Higher top officer pay than 93% of similar nonprofits.

Top officer pay equals 21.8% of source-year revenue.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Asset Growth

12th percentile

-15%

Faster asset growth than 12% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

5th percentile

-54%

Faster revenue growth than 5% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Assets

Down

$4,427,755

Down $796,155 (-15%) from 2023

Liabilities

Up

$462,024

Up $269,738 (+140%) from 2023

Net Assets

Down

$3,965,731

Down $1,065,893 (-21%) from 2023

Revenue

Down

$1,169,641

Down $1,356,222 (-54%) from 2023

Expenses

Down

$2,235,534

Down $178,627 (-7.4%) from 2023

Net Income

Down

-$1,065,893

Down $1,177,595 (-1054%) from 2023

Trend Graphs

Balance Sheet Trend

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

$6.0M$4.0M$2.0M$0Assets 2011: $300,289Liabilities 2011: $4,707Net Assets 2011: $295,5822011Assets 2012: $606,612Liabilities 2012: $161,167Net Assets 2012: $445,4452012Assets 2013: $639,087Liabilities 2013: $13,998Net Assets 2013: $625,0892013Assets 2014: $823,595Liabilities 2014: $13,123Net Assets 2014: $810,4722014Assets 2015: $884,146Liabilities 2015: $12,806Net Assets 2015: $871,3402015Assets 2016: $1,121,967Liabilities 2016: $26,680Net Assets 2016: $1,095,2872016Assets 2017: $1,546,575Liabilities 2017: $234,731Net Assets 2017: $1,311,8442017Assets 2018: $1,602,040Liabilities 2018: $155,703Net Assets 2018: $1,446,3372018Assets 2019: $4,216,655Liabilities 2019: $36,399Net Assets 2019: $4,180,2562019Assets 2020: $4,224,946Liabilities 2020: $72,009Net Assets 2020: $4,152,9372020Assets 2021: $4,432,345Liabilities 2021: $317,020Net Assets 2021: $4,115,3252021Assets 2022: $5,089,494Liabilities 2022: $169,572Net Assets 2022: $4,919,9222022Assets 2023: $5,223,910Liabilities 2023: $192,286Net Assets 2023: $5,031,6242023Assets 2024: $4,427,755Liabilities 2024: $462,024Net Assets 2024: $3,965,7312024

Highlighted filing

2024

Assets$4,427,755
Liabilities$462,024
Net Assets$3,965,731

Operations Trend

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

$6.0M$4.0M$2.0M$0-$2.0MRevenue 2011: $540,050Expenses 2011: $397,298Net Income 2011: $142,7522011Expenses 2012: $308,8312012Revenue 2013: $644,492Expenses 2013: $589,848Net Income 2013: $54,6442013Revenue 2014: $751,988Expenses 2014: $566,605Net Income 2014: $185,3832014Revenue 2015: $774,127Expenses 2015: $710,272Net Income 2015: $63,8552015Revenue 2016: $972,828Expenses 2016: $753,124Net Income 2016: $219,7042016Revenue 2017: $1,242,049Expenses 2017: $1,019,731Net Income 2017: $222,3182017Revenue 2018: $1,082,129Expenses 2018: $947,636Net Income 2018: $134,4932018Revenue 2019: $4,027,313Expenses 2019: $1,293,394Net Income 2019: $2,733,9192019Revenue 2020: $1,453,256Expenses 2020: $1,480,575Net Income 2020: -$27,3192020Revenue 2021: $2,421,273Expenses 2021: $2,458,885Net Income 2021: -$37,6122021Revenue 2022: $2,899,604Expenses 2022: $2,095,007Net Income 2022: $804,5972022Revenue 2023: $2,525,863Expenses 2023: $2,414,161Net Income 2023: $111,7022023Revenue 2024: $1,169,641Expenses 2024: $2,235,534Net Income 2024: -$1,065,8932024

Highlighted filing

2024

Revenue$1,169,641
Expenses$2,235,534
Net Income-$1,065,893

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.43$0.46$3.97$1.17$2.24$1.07
2023Detailed filing. Detailed filing data is available for this year.$5.22$0.19$5.03$2.53$2.41$0.11
2022Detailed filing. Detailed filing data is available for this year.$5.09$0.17$4.92$2.90$2.10$0.80
2021Detailed filing. Detailed filing data is available for this year.$4.43$0.32$4.12$2.42$2.46$0.04
2020Detailed filing. Detailed filing data is available for this year.$4.22$0.07$4.15$1.45$1.48$0.03
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.22$0.04$4.18$4.03$1.29$2.73
2018Detailed filing. Detailed filing data is available for this year.$1.60$0.16$1.45$1.08$0.95$0.13
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.55$0.23$1.31$1.24$1.02$0.22
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.12$0.03$1.10$0.97$0.75$0.22
2015Detailed filing. Detailed filing data is available for this year.$0.88$0.01$0.87$0.77$0.71$0.06
2014Detailed filing. Detailed filing data is available for this year.$0.82$0.01$0.81$0.75$0.57$0.19
2013Summary only. Only limited summary data is available for this year.$0.64$0.01$0.63$0.64$0.59$0.05
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.61$0.16$0.45$0.31
2011Summary only. Only limited summary data is available for this year.$0.30$0.00$0.30$0.54$0.40$0.14
Latest Detailed Filing

The latest 2024 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2023 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Nov 13, 2024
Return Version
2023v5.1
Gross Receipts
$2,525,863
Mission and Program Overview

Mission

The anticoagulation forum is a multidisciplinary nonprofit organization of health care professionals that will improve the quality of care for patients taking antithrombotic medications

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$3,178,066$4,021,836▲ $843,770
Pledges and Grants Receivable$1,271,449$580,000▼ $691,449
Savings and Temporary Cash Investments$330,523$447,214▲ $116,691
Cash and Non-Interest-Bearing Accounts$203,873$67,200▼ $136,673
Prepaid Expenses and Deferred Charges$24,334$48,460▲ $24,126
Accounts Receivable$23,977$23,977→ $0
Total Assets$5,089,494$5,223,910▲ $134,416
Other Assets Total$57,272$35,223▼ $22,049
Liabilities
Accounts Payable and Accrued Expenses$75,896$192,286▲ $116,390
Deferred Revenue$71,617$0▼ $71,617
Other Liabilities$22,059$0▼ $22,059
Total Liabilities$169,572$192,286▲ $22,714
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$2,616,885$3,078,400▲ $461,515
Net Assets With Donor Restrictions$2,303,037$1,953,224▼ $349,813
Total Net Assets Fund Balance$4,919,922$5,031,624▲ $111,702
Total Liabilities and Net Assets / Fund Balance$5,089,494$5,223,910▲ $134,416
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Elizabeth Goldstein--$243,677$22,720$266,397
Elizabeth GoldsteinExecutive DirectorFT$243,677-$243,677
Darren Triller--$154,203$9,283$163,486
Darren TrillerProgram DirectorFT$154,203-$154,203
Elaine H WhalenProgram DirectorFT$138,904-$138,904

Board Members and Trustees

Highest Paid Contractors

ContractorServicesLocationCompensation
SpltrakConsulting2111 CHESTNUT AVE STE 145, Glenview, IL 60025$287,869
Big House Partners LLCConsulting222 MERRIMAC ST, Newburyport, MA 01950$104,896
Revenue and Support

Revenue Composition

Contributions and Grants
$1,228,096
Program Service Revenue
$357,872
Investment Income
$233,095
Other Revenue
$706,800
All Other Contributions
$1,228,096
Change in Net Assets
$111,702

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,525,863
Total Revenue per Audited Statements
$2,525,863
Total Revenue per Form 990
$2,525,863
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,034,473
Salaries, Compensation, and Employee Benefits$889,729
Grants and Similar Amounts Paid$489,959
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$564,960$188,320$0$753,280
Conferences and Meetings$532,563$0$0$532,563
Grants to Domestic Orgs$489,959--$489,959
Information Technology$163,191$5,131$0$168,322
Other Employee Benefits$59,492$19,831$0$79,323
Travel$60,103$0$0$60,103
Payroll Taxes$42,844$14,282$0$57,126
Occupancy$12,760$12,759$0$25,519
Office Expenses$5,316$19,350$0$24,666
Fees for Services Accounting$0$21,250$0$21,250
Other Expenses$16,385$0$0$16,385
Insurance$6,298$6,298$0$12,596
Fees for Services Legal$0$3,230$0$3,230
Total Functional Expenses$2,116,752$297,409$0$2,414,161

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$2,414,161
Total Expenses per Audited Statements$2,414,161
Total Expenses per Form 990$2,414,161
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Sanford Medical CenterSioux Falls, SD-Fellowship$64,000
The Regents of the University of New MexicoAlbuquerque, NM-Fellowship$60,000
John Hopkins UniversityBaltimore, MD-Fellowship$40,000
University of MichiganAnn Arbor, MI-Fellowship$30,224
Beth Israel Deaconess Medical CenterBoston, MA-Fellowship$24,000
Boston Medical CenterBoston, MA-Fellowship$24,000
Ma General HospitalBoston, MA-Fellowship$24,000
Mary Hitchcock HospitalLebanon, NH-Fellowship$24,000
Pro Medica Toledo HospitalToledo, OH-Fellowship$24,000
Thomas Jefferson UniversityPhiladelphia, PA-Fellowship$24,000
University Hospital Cleveland Med CtrCleveland, OH-Fellowship$24,000
Vanderbilt University Medical CenterNashville, TN-Fellowship$24,000
Emory UniversityAtlanta, GA-Fellowship$23,735
Froedtert Hospital FoundationMilwaukee, WI-Fellowship$20,000
Henry Ford HospitalDetroit, MI-Fellowship$20,000
Medical University Hospital AuthorityCharleston, SC-Fellowship$20,000
Trustees of University of PaPhiladelphia, PA-Fellowship$20,000
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Long Term Lease Liability$0
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
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
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No
Filing and Contact Details

Filer

Filer Name
Anticoagulation Forum Inc
EIN
03-0474134
Phone
6174675599
Address
17 LINCOLN STREET, NEWTON HIGHLANDS, MA 02461

Signing Officer

Name
Elizabeth Goldstein
Title
Executive Director
Phone
6174675599
Signed
2024-11-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Elizabeth Goldstein
Formed
2002
Legal Domicile
Ma
Voting Board Members
17
Independent Board Members
17
Employees
7
Volunteers
0

Preparer

Firm
Felix G Cincotta CPA & Consultants
Address
ONE GATEWAY CENTER, NEWTON, MA 02458
Preparer
Felix G Cincotta CPA
Phone
6173322227
Supplemental Narrative

Additional Explanations

Pt VI, Line 11B

The executive director reviews the form 990

Pt VI, Line 19

No other documents available to the public

Pt VI, Line 15A

Compensation reviewed by board

Pt VI, Line 8A

The board of directors held scheduled meetings and kept written minutes of meeting

Pt VI, Line 8B

Each board member had voting power

Financial Statement Notes

Pt XI, Line 2D

Unrealized loss on investments

Raw XML AppendixShowing 400 of 726 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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