Civic Intelligence

Lupus and Allied Diseases Association Inc

EIN 16-1083229 • 501(c)3 • Verona, NY

Profile

The Lupus and Allied Diseases Association's mission is to advocate for those affected by lupus and allied diseases through public awareness, education and research program initiatives to improve quality of life.

PO Box 170Verona, NY 13478-0170

www.ladainc.org

Siviq Scores

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

Liabilities / Assets

19th percentile

0.00x

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

501(c)3 • $1M-$5M nonprofits • Source year 2025

Liabilities / Revenue

20th percentile

0.00x

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

501(c)3 • $1M-$5M nonprofits • Source year 2025

Net Margin

77th percentile

25%

Higher net margin than 77% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Top Officer Pay

40th percentile

$0

Higher top officer pay than 40% of similar nonprofits.

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

501(c)3 • $1M-$5M nonprofits • Source year 2025

Asset Growth

65th percentile

9.6%

Faster asset growth than 65% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Revenue Growth

25th percentile

-8.2%

Faster revenue growth than 25% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Assets

Up

$2,825,249

Up $247,283 (+9.6%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Up

$2,825,249

Up $247,283 (+9.6%) from 2024

Revenue

Down

$987,432

Down $88,709 (-8.2%) from 2024

Expenses

Down

$740,149

Down $4,571 (-0.6%) from 2024

Net Income

Down

$247,283

Down $84,138 (-25%) from 2024

Trend Graphs

Balance Sheet Trend

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

$3.0M$2.0M$1.0M$0Assets 2011: $110,357Liabilities 2011: $02011Assets 2012: $132,568Liabilities 2012: $02012Assets 2013: $151,792Liabilities 2013: $02013Assets 2014: $164,634Liabilities 2014: $02014Assets 2015: $190,485Liabilities 2015: $02015Assets 2016: $275,742Liabilities 2016: $02016Assets 2017: $430,755Liabilities 2017: $0Net Assets 2017: $430,7552017Assets 2018: $511,326Liabilities 2018: $0Net Assets 2018: $511,3262018Assets 2019: $697,043Liabilities 2019: $0Net Assets 2019: $697,0432019Assets 2020: $1,022,057Liabilities 2020: $0Net Assets 2020: $1,022,0572020Assets 2021: $1,403,247Liabilities 2021: $0Net Assets 2021: $1,403,2472021Assets 2022: $1,944,374Liabilities 2022: $0Net Assets 2022: $1,944,3742022Assets 2023: $2,246,545Liabilities 2023: $0Net Assets 2023: $2,246,5452023Assets 2024: $2,577,966Liabilities 2024: $0Net Assets 2024: $2,577,9662024Assets 2025: $2,825,249Liabilities 2025: $0Net Assets 2025: $2,825,2492025

Highlighted filing

2025

Assets$2,825,249
Liabilities$0
Net Assets$2,825,249

Operations Trend

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

$1.5M$1.0M$500K$0Revenue 2011: $93,337Expenses 2011: $68,391Net Income 2011: $24,9462011Revenue 2012: $87,458Expenses 2012: $65,247Net Income 2012: $22,2112012Revenue 2013: $82,647Expenses 2013: $63,423Net Income 2013: $19,2242013Revenue 2014: $71,386Expenses 2014: $58,544Net Income 2014: $12,8422014Revenue 2015: $77,674Expenses 2015: $51,823Net Income 2015: $25,8512015Revenue 2016: $161,935Expenses 2016: $76,678Net Income 2016: $85,2572016Revenue 2017: $301,814Expenses 2017: $258,258Net Income 2017: $43,5562017Revenue 2018: $381,066Expenses 2018: $300,495Net Income 2018: $80,5712018Revenue 2019: $577,948Expenses 2019: $392,231Net Income 2019: $185,7172019Revenue 2020: $640,821Expenses 2020: $315,807Net Income 2020: $325,0142020Revenue 2021: $709,022Expenses 2021: $327,832Net Income 2021: $381,1902021Revenue 2022: $1,081,866Expenses 2022: $540,739Net Income 2022: $541,1272022Revenue 2023: $1,009,530Expenses 2023: $707,359Net Income 2023: $302,1712023Revenue 2024: $1,076,141Expenses 2024: $744,720Net Income 2024: $331,4212024Revenue 2025: $987,432Expenses 2025: $740,149Net Income 2025: $247,2832025

Highlighted filing

2025

Revenue$987,432
Expenses$740,149
Net Income$247,283

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$2.83$0.00$2.83$0.99$0.74$0.25
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.58$0.00$2.58$1.08$0.74$0.33
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.25$0.00$2.25$1.01$0.71$0.30
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.94$0.00$1.94$1.08$0.54$0.54
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.40$0.00$1.40$0.71$0.33$0.38
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.02$0.00$1.02$0.64$0.32$0.33
2019Summary only. Only limited summary data is available for this year.$0.70$0.00$0.70$0.58$0.39$0.19
2018Summary only. Only limited summary data is available for this year.$0.51$0.00$0.51$0.38$0.30$0.08
2017Summary only. Only limited summary data is available for this year.$0.43$0.00$0.43$0.30$0.26$0.04
2016Summary only. Only limited summary data is available for this year.$0.28$0.00$0.16$0.08$0.09
2015Summary only. Only limited summary data is available for this year.$0.19$0.00$0.08$0.05$0.03
2014Summary only. Only limited summary data is available for this year.$0.16$0.00$0.07$0.06$0.01
2013Summary only. Only limited summary data is available for this year.$0.15$0.00$0.08$0.06$0.02
2012Summary only. Only limited summary data is available for this year.$0.13$0.00$0.09$0.07$0.02
2011Summary only. Only limited summary data is available for this year.$0.11$0.00$0.09$0.07$0.02
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Oct 1, 2024 to Sep 30, 2025
Signed
Jan 20, 2026
Return Version
2024v5.0
Gross Receipts
$1,019,976
Mission and Program Overview

Mission

The Lupus and Allied Diseases Association's mission is to advocate for those affected by lupus and allied diseases through public awareness, education and research program initiatives to improve quality of life.

To enhance quality of life for those affected by lupus and allied diseases by providing education and empowerment programs and wielding the patient voice as a catalyst to improve healthcare and treatment access, advance research and promote advocacy and awareness initiatives.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$2,029,934$2,422,915▲ $392,981
Cash and Non-Interest-Bearing Accounts$546,988$401,768▼ $145,220
Land, Buildings, and Equipment, Net$1,044$566▼ $478
Accounts Receivable$0$0→ $0
Other Notes and Loans Receivable, Net$0$0→ $0
Pledges and Grants Receivable$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Other Securities$0$0→ $0
Investments Program Related$0$0→ $0
Investments in Publicly Traded Securities$0$0→ $0
Intangible Assets$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Prepaid Expenses and Deferred Charges$0$0→ $0
Total Assets$2,577,966$2,825,249▲ $247,283
Other Assets Total$0$0→ $0
Liabilities
Accounts Payable and Accrued Expenses$0$0→ $0
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Other Liabilities$0--
Deferred Revenue$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$2,577,966$2,825,249▲ $247,283
Net Assets With Donor Restrictions$0$0→ $0
Total Net Assets Fund Balance$2,577,966$2,825,249▲ $247,283
Total Liabilities and Net Assets / Fund Balance$2,577,966$2,825,249▲ $247,283

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$566$5,732$6,298
Buildings$0$0$0
Other Land Buildings$0$0$0
Land$0-$0
Leasehold Improvements$0$0$0
Compensation and Service Providers

Board Members and Trustees

NameTitle
Kathleen A ArntsenPresident and CEO
Sandra M Frear1st Vice President
Anne M Zablotowicz2nd Vice President
Brian J VogelDirector
Dina ThachetDirector
Jacqueline L TaylorDirector
Jane M PorterDirector
Meghan P ValadezDirector
David L ArntsenSecretary
Lori A VogelTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$893,615
Program Service Revenue
$0
Investment Income
$93,817
Other Revenue
$0
All Other Contributions
$717,739
Change in Net Assets
$247,283

Audited Revenue Reconciliation

Revenue per Audited Statements
$987,432
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$32,544
Other Revenue Adjustments
$0
Total Revenue per Audited Statements
$1,019,976
Total Revenue per Form 990
$987,432
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$564,724
Other Expenses$175,425
Total Fundraising Expense$670
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$564,724--$564,724
Office Expenses$6,794$377$377$7,548
Fees for Services Accounting$1,750$1,750$0$3,500
Information Technology$2,435$136$135$2,706
Insurance$2,409$134$134$2,677
Depreciation Depletion$430$24$24$478
Other Expenses$0$275$0$275
Total Functional Expenses$736,783$2,696$670$740,149

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$772,693
Expenses per Audited Statements$740,149
Total Expenses per Form 990$740,149
Expenses Not Reported on Form 990$32,544
Expenses Not Reported on Financial Statements$0
Other Expense Adjustments$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Masonic Medical Research InstituteUtica, NY501(c)(3)Lupus Research, Education Program$225,000
Lupus Research AllianceNew York, NY501(c)(3)Lupus Research$150,000
CarraWashington, DC501(c)(3)Pediatric Lupus Research$89,424
Rheumatology Research FoundationAtlanta, GA501(c)(3)Lupus Research, Preceptor$75,300
Lupus Foundation of AmericaWashington, DC501(c)(3)Pediatric Lupus Research$25,000
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$32,544
Fundraising Gross Income$32,544
Gaming Direct Expenses$0
Gaming Gross Income$0
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Charity Golf Classic$208,109$32,544$18,179$14,365
Total Events$208,109$32,544$32,544$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
Yes
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
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
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 A, Line 2

President & CEO Kathleen A. Arntsen has a family relationship with Secretary David L. Arntsen; 1st Vice President Sandra M. Frear has a family relationship with Director Jane M. Porter; Director Meghan P. Valadez has a family relationship with President & CEO Kathleen A. Arntsen; Director Brian J. Vogel has a family relationship with Treasurer Lori A. Vogel.

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

Once the 990 and appropriate schedules are completed, the forms are then reviewed by the President & CEO and Treasurer and then sent electronically to the organization's Board of Directors to review and approve before filing with the IRS.

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

The organization's conflict of interest policy is reviewed annually in January by each Board of Director and any interests are disclosed that have the potential to be a conflict on the COI form, and the form is then signed by the Director, reviewed by Leadership and filed.

Form 990, Part VI, Section C, Line 19

The organization's governing documents, conflict of interest policy, and financial statements are available to the public during the tax year through the New York State Attorney General's Bureau website or by written request to us. The organization's financial statements and conflict of interest policy are also available on our website www.ladainc.org and at www.guidestar.org.

Filing and Contact Details

Filer

Filer Name
Lupus and Allied Diseases Association Inc
EIN
16-1083229
Phone
3158294272
Address
PO Box 170, Verona, NY 13478-0170

Signing Officer

Name
Kathleen Arntsen
Title
President
Phone
3152649101
Signed
2026-01-20

Organization Details

Principal Officer
Kathleen A Arntsen
Formed
1978
Legal Domicile
Ny
Voting Board Members
10
Independent Board Members
10
Employees
0
Volunteers
108
Supplemental Narrative

Financial Statement Notes

Schedule D, Part XI, Line 2D

The gross income from special events not including the contributions amount is 32,544.

Schedule D, Part XII, Line 2D

The special events direct donor benefit expenses amount is 32,544.

Raw XML AppendixShowing 400 of 779 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.

Path#Value
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt00
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt00
IRS990/AccountsReceivableGrp/BOYAmt00
IRS990/AccountsReceivableGrp/EOYAmt00
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0To enhance quality of life for those affected by lupus and allied diseases by providing education and empowerment programs and wielding the patient voice as a catalyst to improve healthcare and treatment access, advance research and promote advocacy and awareness initiatives.
IRS990/AdvertisingGrp/FundraisingAmt00
IRS990/AdvertisingGrp/ManagementAndGeneralAmt00
IRS990/AdvertisingGrp/ProgramServicesAmt00
IRS990/AdvertisingGrp/TotalAmt00
IRS990/AllOtherContributionsAmt0717739
IRS990/AllOtherExpensesGrp/FundraisingAmt00
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt00
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IRS990/AllOtherExpensesGrp/TotalAmt00
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IRS990/BackupWthldComplianceInd01
IRS990/BenefitsToMembersGrp/ProgramServicesAmt00
IRS990/BenefitsToMembersGrp/TotalAmt00
IRS990/BooksInCareOfDetail/PersonNm0Lori Vogel
IRS990/BooksInCareOfDetail/PhoneNum03158294272
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO Box 170
IRS990/BooksInCareOfDetail/USAddress/CityNm0Verona
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NY
IRS990/BooksInCareOfDetail/USAddress/ZIPCd0134780170
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt0546988
IRS990/CashNonInterestBearingGrp/EOYAmt0401768
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompCurrentOfcrDirectorsGrp/FundraisingAmt00
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt00
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt00
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt00
IRS990/CompDisqualPersonsGrp/FundraisingAmt00
IRS990/CompDisqualPersonsGrp/ManagementAndGeneralAmt00
IRS990/CompDisqualPersonsGrp/ProgramServicesAmt00
IRS990/CompDisqualPersonsGrp/TotalAmt00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConferencesMeetingsGrp/FundraisingAmt00
IRS990/ConferencesMeetingsGrp/ManagementAndGeneralAmt00
IRS990/ConferencesMeetingsGrp/ProgramServicesAmt00
IRS990/ConferencesMeetingsGrp/TotalAmt00
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/ContriRptFundraisingEventAmt0175565
IRS990/CostOfGoodsSoldAmt00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0893615
IRS990/CYGrantsAndSimilarPaidAmt0564724
IRS990/CYInvestmentIncomeAmt093817
IRS990/CYOtherExpensesAmt0175425
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0247283
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt0740149
IRS990/CYTotalFundraisingExpenseAmt0670
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0987432
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DeferredRevenueGrp/BOYAmt00
IRS990/DeferredRevenueGrp/EOYAmt00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/DepreciationDepletionGrp/FundraisingAmt024
IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt024
IRS990/DepreciationDepletionGrp/ProgramServicesAmt0430
IRS990/DepreciationDepletionGrp/TotalAmt0478
IRS990/Desc01. The organization supported lupus research to improve methods of diagnosis and treatment by funding a $150,000 grant to the the Lupus Research Alliance to support SLE Cognitive Impairment Differentiation and Imaging Lupus Nephritis Biopsies Prognosis Projects. 2. The organization supported pediatric lupus research to study Advancing Molecular Profiling and Understanding Adverse Events Projects in the pediatric population by funding a $89,424 grant to the Childhood Arthritis and Rheumatology Research Alliance. 3. The organization also supported $25,000 to support Does Air Pollution Influence the Baseline Characteristics of Pediatric SLE Project to improve the quality of life for the pediatric population with lupus at the Lupus Foundation of America. 4. The organization funded the Marc R. Chevrier, MD, PhD, FACR, Lupus Research Memorial Fund at the Rheumatology Research Foundation by supporting a $25,300 preceptorship grant and a separate $50,000 grant to support Innovative Lupus Research. 5. The organization supported lupus research by funding a $200,000 grant to the Masonic Medical Research Institute to provide $50,000 to support a study on Gain-of-function mutations in SHP2 enhance inflammatory macrophage activation in SLE, $50,000 for Cell Activation in Venous Thromboembolism in Female Murine SLE, $50,000 for pathophysiological role of IRF2BP2 in SLE, and $50,000 for Identification of Novel Genes in Lupus Nephritis Development.
IRS990/DescribedInSection501c3Ind01
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IRS990/DonorAdvisedFundInd00
IRS990/DonorRestrictionNetAssetsGrp/BOYAmt00
IRS990/DonorRestrictionNetAssetsGrp/EOYAmt00
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd00
IRS990/EscrowAccountLiabilityGrp/BOYAmt00
IRS990/EscrowAccountLiabilityGrp/EOYAmt00
IRS990/ExpenseAmt0539724
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IRS990/FederatedCampaignsAmt0311
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IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt01750
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IRS990/FeesForServicesLegalGrp/FundraisingAmt00
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IRS990/FeesForServicesOtherGrp/FundraisingAmt00
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IRS990/FeesForSrvcInvstMgmntFeesGrp/FundraisingAmt00
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
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