Civic Intelligence

Dyslipidemia Foundation Inc.

990EZ • Fiscal year 2018 • EIN 38-3936533

Jul 01, 2017 to Jun 30, 2018 • Filed on Nov 13, 2018

7 Fieldstone LnNatick, MA 01760

(781) 258-1454

Siviq Scores

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

Liabilities / Assets

77th percentile

0.08x

Higher debt load relative to assets than 77% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

62nd percentile

0.01x

Higher debt load relative to revenue than 62% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Net Margin

92nd percentile

52%

Higher net margin than 92% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

67th percentile

14%

Faster asset growth than 67% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

10th percentile

-48%

Faster revenue growth than 10% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Assets

Up

$2,953

Up $369 (+14%) from 2017

Net Assets

Up

$2,715

Up $22,484 (+114%) from 2017

Liabilities

Down

$238

Down $22,115 (-99%) from 2017

Revenue

Down

$43,555

Down $40,481 (-48%) from 2017

Expenses

Down

$21,071

Down $87,758 (-81%) from 2017

Net Income

Up

$22,484

Up $47,277 (+191%) from 2017

Historical Trend

Balance Sheet Trend

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

$40K$20K$0-$20KAssets 2017: $2,584Liabilities 2017: $22,353Net Assets 2017: -$19,7692017Assets 2018: $2,953Liabilities 2018: $238Net Assets 2018: $2,7152018Assets 2019: $3,813Liabilities 2019: $4,599Net Assets 2019: -$7862019Assets 2020: $5,805Liabilities 2020: $0Net Assets 2020: $5,8052020Assets 2021: $291Liabilities 2021: $1,752Net Assets 2021: -$1,4612021Assets 2022: $2,640Liabilities 2022: $0Net Assets 2022: $2,6402022Assets 2023: $605Liabilities 2023: $4502023Assets 2024: $10,327Liabilities 2024: $02024

Highlighted filing

2018

Assets$2,953
Liabilities$238
Net Assets$2,715

Operations Trend

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

$150K$100K$50K$0-$50KRevenue 2017: $84,036Expenses 2017: $108,829Net Income 2017: -$24,7932017Revenue 2018: $43,555Expenses 2018: $21,071Net Income 2018: $22,4842018Revenue 2019: $78,612Expenses 2019: $82,113Net Income 2019: -$3,5012019Revenue 2020: $81,807Expenses 2020: $75,216Net Income 2020: $6,5912020Revenue 2021: $107,475Expenses 2021: $114,741Net Income 2021: -$7,2662021Revenue 2022: $63,300Expenses 2022: $59,199Net Income 2022: $4,1012022Revenue 2023: $19,370Expenses 2023: $21,855Net Income 2023: -$2,4852023Revenue 2024: $52,573Expenses 2024: $42,401Net Income 2024: $10,1722024

Highlighted filing

2018

Revenue$43,555
Expenses$21,071
Net Income$22,484
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Nov 13, 2018
Return Version
2017v2.3
Gross Receipts
$43,555
Mission and Program Overview

Mission

1)provide recognition to healthcare providers and scientists who make significant contributions in the area of the diagnosis and treatment of dyslipidemia.2)carry out research related to the management of dyslipidemia to further patient care and cvd risk reduction. 3)assist patients with significant or severe dyslipidemia in the diagnosis and management of their condition in order to prevent the premature heart disease, stroke, kidney disease, neuropathy, eye disease, and recurrent pancreatitus that may occur with these conditions. 4)provide patients with dyslipidemia and their healthcare providers with education about the diagnosis and management of dyslipidemias through a website, by direct mailing, or with educational programs. 5)provide patients with dyslipidemia and their healthcare providers with information about experts on dyslipidemias in their geographic area.

1) provide recognition to healthcare providers and scientists who make significant contributions in the area of the diagnosis and treatment of dyslipidemia.2) carry out research related to the management of dyslipidemia to further patient care and cvd risk reduction. 3) assist patients with significant or severe dyslipidemia in the diagnosis and management of their condition in order to prevent the premature heart disease, stroke, kidney disease, neuropathy, eye disease, and recurrent pancreatitus that may occur with these conditions. 4) provide patients with dyslipidemia and their healthcare providers with education about the diagnosis and management of dyslipidemias through a website, by direct mailing, or with educational programs. 5) provide patients with dyslipidemia and their healthcare providers with information about experts on dyslipidemias in their geographic area.

Program Services

DescriptionGrantsExpenses
SUPPORT VARIOUS RESEARCHERS WHO MAKE SIGNIFICANT CONTRIBUTIONS TO THE DIAGNOSIS AND TREATMENT OF DYSLIPIDEMIA.$4,000$17,080
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
DR ERNST J SCHAEFERPresident, Treasurer & Director-$0--
BELA F ASZTALOS PHDVice President & Director-$0--
MARGARET R DIFFENDERFER PHDSecretary & Director-$0--
PETER D PARKERDirector-$0--
Filing and Contact Details

Filer

Filer Name
Dyslipidemia Foundation Inc
EIN
38-3936533
Phone
7812581454
Address
7 FIELDSTONE LN, NATICK, MA 01760

Signing Officer

Name
Ernst J Schaefer Md
Title
President & Chief Medical Officer
Phone
7812581454
Signed
2018-11-13
Discuss with paid preparer
Yes

Preparer

Firm
Baumann & Baumann Cpas
Address
40 WALNUT STREET SUITE 301, WELLESLEY, MA 02481
Preparer
Karl M Baumann
Phone
7812390190
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: scientific:research support grant. Grantee name: dr. Trudy forte. Grantee relationship: none. Property description: cash. Book value of property: 1,000. Date of gift: 05/05/18. Amount given: 1,000.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: scientific:research support grant. Grantee name: foundation of national lipid association. Grantee address: 6816 southpoint pkwy suite 1000 jacksonville, pa 19066. Grantee relationship: none. Property description: cash. Book value of property: 3,000. Date of gift: 02/14/18. Amount given: 3,000. Total included on form 990-ez, line 10: 4,000.

Form 990-ez, Part I, Line 16 - Other Expenses

Description: bank service charges. Amount: 133. Description: interest expense. Amount: 790. Description: conference awards. Amount: 1,778. Description: travel. Amount: 2,000. Description: filing fees. Amount: 35. Description: dues & subscriptions. Amount: 323. Description: diagnostic patient testing fees. Amount: 9,237. Total to form 990-ez, line 16: 14,296.

Form 990-ez, Part II, Line 26 - Other Liabilities

Description: credit card liability. Beg. Of year amount: 22,353. End of year amount: 238.

Raw XML Appendix147 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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IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt07 FIELDSTONE LN
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0NATICK
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0DR ERNST J SCHAEFER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1BELA F ASZTALOS PHD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2MARGARET R DIFFENDERFER PHD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3PETER D PARKER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT, TREASURER & DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT & DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY & DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3DIRECTOR
IRS990EZ/OperateHospitalInd00
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IRS990EZ/OrganizationDissolvedEtcInd00
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IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt014296
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IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt01) PROVIDE RECOGNITION TO HEALTHCARE PROVIDERS AND SCIENTISTS WHO MAKE SIGNIFICANT CONTRIBUTIONS IN THE AREA OF THE DIAGNOSIS AND TREATMENT OF DYSLIPIDEMIA.2) CARRY OUT RESEARCH RELATED TO THE MANAGEMENT OF DYSLIPIDEMIA TO FURTHER PATIENT CARE AND CVD RISK REDUCTION. 3) ASSIST PATIENTS WITH SIGNIFICANT OR SEVERE DYSLIPIDEMIA IN THE DIAGNOSIS AND MANAGEMENT OF THEIR CONDITION IN ORDER TO PREVENT THE PREMATURE HEART DISEASE, STROKE, KIDNEY DISEASE, NEUROPATHY, EYE DISEASE, AND RECURRENT PANCREATITUS THAT MAY OCCUR WITH THESE CONDITIONS. 4) PROVIDE PATIENTS WITH DYSLIPIDEMIA AND THEIR HEALTHCARE PROVIDERS WITH EDUCATION ABOUT THE DIAGNOSIS AND MANAGEMENT OF DYSLIPIDEMIAS THROUGH A WEBSITE, BY DIRECT MAILING, OR WITH EDUCATIONAL PROGRAMS. 5) PROVIDE PATIENTS WITH DYSLIPIDEMIA AND THEIR HEALTHCARE PROVIDERS WITH INFORMATION ABOUT EXPERTS ON DYSLIPIDEMIAS IN THEIR GEOGRAPHIC AREA.
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IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0137591
IRS990ScheduleA/TotalSupportAmt0137591
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ACTIVITY CLASSIFICATION: SCIENTIFIC:RESEARCH SUPPORT GRANT. GRANTEE NAME: DR. TRUDY FORTE. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: CASH. BOOK VALUE OF PROPERTY: 1,000. DATE OF GIFT: 05/05/18. AMOUNT GIVEN: 1,000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ACTIVITY CLASSIFICATION: SCIENTIFIC:RESEARCH SUPPORT GRANT. GRANTEE NAME: FOUNDATION OF NATIONAL LIPID ASSOCIATION. GRANTEE ADDRESS: 6816 SOUTHPOINT PKWY SUITE 1000 JACKSONVILLE, PA 19066. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: CASH. BOOK VALUE OF PROPERTY: 3,000. DATE OF GIFT: 02/14/18. AMOUNT GIVEN: 3,000. TOTAL INCLUDED ON FORM 990-EZ, LINE 10: 4,000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: BANK SERVICE CHARGES. AMOUNT: 133. DESCRIPTION: INTEREST EXPENSE. AMOUNT: 790. DESCRIPTION: CONFERENCE AWARDS. AMOUNT: 1,778. DESCRIPTION: TRAVEL. AMOUNT: 2,000. DESCRIPTION: FILING FEES. AMOUNT: 35. DESCRIPTION: DUES & SUBSCRIPTIONS. AMOUNT: 323. DESCRIPTION: DIAGNOSTIC PATIENT TESTING FEES. AMOUNT: 9,237. TOTAL TO FORM 990-EZ, LINE 16: 14,296.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DESCRIPTION: CREDIT CARD LIABILITY. BEG. OF YEAR AMOUNT: 22,353. END OF YEAR AMOUNT: 238.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ERNST J SCHAEFER MD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT & CHIEF MEDICAL OFFICER
ReturnHeader/BusinessOfficerGrp/PhoneNum07812581454
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-11-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0DYSLIPIDEMIA FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0DYSL
ReturnHeader/Filer/EIN0383936533
ReturnHeader/Filer/PhoneNum07812581454
ReturnHeader/Filer/USAddress/AddressLine1Txt07 FIELDSTONE LN
ReturnHeader/Filer/USAddress/CityNm0NATICK
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd001760
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId02BAB4CF4FDA6361F54564B4DE839E61C759617F3
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId08A6FCD5E09A82FA1F8D7B87A26944CBD627221A5
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt073.17.108.58
ReturnHeader/FilingSecurityInformation/IPDt02018-11-13
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ES
ReturnHeader/FilingSecurityInformation/IPTm016:12:46
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0043006399
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BAUMANN & BAUMANN CPAS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt040 WALNUT STREET SUITE 301
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WELLESLEY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd002481
ReturnHeader/PreparerPersonGrp/PhoneNum07812390190
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KARL M BAUMANN
ReturnHeader/ReturnTs02018-11-14T10:04:08-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

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Filings