Civic Intelligence

Lymedisease Org

990 • Fiscal year 2016 • EIN 68-0214101

Jan 01, 2016 to Dec 31, 2016 • Filed on Nov 15, 2017

PO Box 1352Chico, CA 95927

(530) 570-1811

Siviq Scores

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

Liabilities / Assets

47th percentile

0.03x

Higher debt load relative to assets than 47% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Liabilities / Revenue

49th percentile

0.04x

Higher debt load relative to revenue than 49% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Net Margin

50th percentile

2.7%

Higher net margin than 50% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Top Officer Pay

86th percentile

$93,333

Higher top officer pay than 86% of similar nonprofits.

Top officer pay equals 16.5% of source-year revenue.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Asset Growth

59th percentile

4.9%

Faster asset growth than 59% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2015 to 2016

Revenue Growth

77th percentile

23%

Faster revenue growth than 77% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2015 to 2016

Assets

Up

$669,107

Up $30,957 (+4.9%) from 2015

Net Assets

Up

$648,835

Up $15,494 (+2.4%) from 2015

Liabilities

Up

$20,272

Up $15,463 (+322%) from 2015

Revenue

Up

$565,079

Up $106,949 (+23%) from 2015

Expenses

Up

$549,585

Up $136,255 (+33%) from 2015

Net Income

Down

$15,494

Down $29,306 (-65%) from 2015

Historical Trend

Balance Sheet Trend

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

$2.0M$1.5M$1.0M$500K$0Assets 2015: $638,150Liabilities 2015: $4,809Net Assets 2015: $633,3412015Assets 2016: $669,107Liabilities 2016: $20,272Net Assets 2016: $648,8352016Assets 2017: $877,410Liabilities 2017: $26,664Net Assets 2017: $850,7462017Assets 2018: $886,446Liabilities 2018: $31,846Net Assets 2018: $854,6002018Assets 2019: $928,212Liabilities 2019: $7,553Net Assets 2019: $920,6592019Assets 2020: $1,668,448Liabilities 2020: $9,761Net Assets 2020: $1,658,6872020Assets 2021: $1,816,385Liabilities 2021: $3,888Net Assets 2021: $1,812,4972021Assets 2022: $1,650,988Liabilities 2022: $13,790Net Assets 2022: $1,637,1982022Assets 2024: $1,582,758Liabilities 2024: $11,523Net Assets 2024: $1,571,2352024

Highlighted filing

2016

Assets$669,107
Liabilities$20,272
Net Assets$648,835

Operations Trend

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

$1.5M$1.0M$500K$0-$500KRevenue 2015: $458,130Expenses 2015: $413,330Net Income 2015: $44,8002015Revenue 2016: $565,079Expenses 2016: $549,585Net Income 2016: $15,4942016Revenue 2017: $699,727Expenses 2017: $539,933Net Income 2017: $159,7942017Revenue 2018: $626,533Expenses 2018: $637,582Net Income 2018: -$11,0492018Revenue 2019: $624,011Expenses 2019: $621,178Net Income 2019: $2,8332019Revenue 2020: $1,243,802Expenses 2020: $559,039Net Income 2020: $684,7632020Revenue 2021: $619,817Expenses 2021: $534,560Net Income 2021: $85,2572021Revenue 2022: $697,297Expenses 2022: $619,251Net Income 2022: $78,0462022Revenue 2024: $569,401Expenses 2024: $682,298Net Income 2024: -$112,8972024

Highlighted filing

2016

Revenue$565,079
Expenses$549,585
Net Income$15,494
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Nov 15, 2017
Return Version
2016v3.0
Gross Receipts
$565,079
Mission and Program Overview

Mission

LymeDisease.org (Formerly CALDA) advocates nationwide for access to better health care for patients through public health policy and legal analysis, education, and medical research. We publish the Lyme Times quarterly journal, maintain an extensive educational website at www.lymedisease.org, help fund physician training, and conduct patient surveys. What makes LymeDisease.org unique is our combination of legal, ethical and policy analysis and advocacy combined with our ability to communicate effectively through print, email, and websites. LymeDisease.org board members have written more than 30 peer reviewed publications for medical and legal journals.

LymeDisease.org (Formerly CALDA) advocates nationwide for access to better health care for patients through public health policy and legal analysis, education, and medical research.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$633,341$648,835▲ $15,494
Savings and Temporary Cash Investments$271,751$367,740▲ $95,989
Cash and Non-Interest-Bearing Accounts$220,591$241,759▲ $21,168
Land, Buildings, and Equipment, Net$48,896$34,923▼ $13,973
Accounts Receivable$96,912$24,685▼ $72,227
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$638,150$669,107▲ $30,957
Other Assets Total-$0-
Liabilities
Accounts Payable and Accrued Expenses$4,809$20,272▲ $15,463
Total Liabilities$4,809$20,272▲ $15,463
Net Assets / Fund Balance
Total Net Assets Fund Balance$633,341$648,835▲ $15,494
Total Liabilities and Net Assets / Fund Balance$638,150$669,107▲ $30,957

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$34,923$64,459$99,382
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Lorraine JohnsonCEOFT$93,333$93,333

Board Members and Trustees

NameTitle
Mitchell HoggardChair
Ron LindorfTreas. & Chair
Phyllis Mervine EdmPresident
Dorothy Kupcha LelandVice President
Chris GreenDirector
Nick HarrisDirector
Raphael Stricker MdDirector
Barbara BarsocchiniVP & Secretary
Revenue and Support

Revenue Composition

Contributions and Grants
$564,901
Program Service Revenue
$70
Investment Income
$108
Other Revenue
$0
All Other Contributions
$491,525
Change in Net Assets
$15,494
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$339,280
Salaries, Compensation, and Employee Benefits$210,305
Total Fundraising Expense$10,985
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$96,501$4,168-$100,669
Current Officers, Directors, Trustees, and Key Employees$79,333$14,000-$93,333
Information Technology$51,646$22,133-$73,779
Travel$29,337--$29,337
Office Expenses$6,364$3,932$10,985$21,281
Payroll Taxes$15,628$675-$16,303
Depreciation Depletion$13,973--$13,973
Fees for Services Accounting$8,498$2,124-$10,622
Fees for Services Other$8,496$1,943-$10,439
Conferences and Meetings$6,757--$6,757
Other Expenses$7,216$5,187-$5,187
Advertising$5,050--$5,050
Insurance-$2,358-$2,358
All Other Expenses-$405-$405
Total Functional Expenses$474,352$64,248$10,985$549,585
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
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
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 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, Line 11B: Form 990 Review Process

The ceo and treasurer review the form 990 and submit it to the directors for comment.

Form 990, Part VI, Line 15A: Compensation Review & Approval Process - CEO, Top Management

The board discusses compensation when it is to be changed. At the time of implementation the board considered comparable compensations at other non-profits.

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

AVAILABLE UPON REQUEST.

Filing and Contact Details

Filer

Filer Name
Lymediseaseorg
EIN
68-0214101
Phone
5305701811
Address
PO BOX 1352, CHICO, CA 95927

Signing Officer

Name
Mitchell L Hoggard
Title
Treasurer & Director
Signed
2017-11-15
Discuss with paid preparer
Yes

Organization Details

Formed
1990
Legal Domicile
CA
Voting Board Members
9
Independent Board Members
8
Employees
4
Volunteers
20

Preparer

Firm
Propp Christensen Caniglia Llp
Address
9261 Sierra College Boulevard, Roseville, CA 95661-5919
Preparer
Thomas E Propp CPA
Phone
9167512900
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IRS990/MissionDesc0LymeDisease.org (Formerly CALDA) advocates nationwide for access to better health care for patients through public health policy and legal analysis, education, and medical research. We publish the Lyme Times quarterly journal, maintain an extensive educational website at www.lymedisease.org, help fund physician training, and conduct patient surveys. What makes LymeDisease.org unique is our combination of legal, ethical and policy analysis and advocacy combined with our ability to communicate effectively through print, email, and websites. LymeDisease.org board members have written more than 30 peer reviewed publications for medical and legal journals.
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IRS990/OtherExpensesGrp/ProgramServicesAmt27216
IRS990/OtherExpensesGrp/TotalAmt0134081
IRS990/OtherExpensesGrp/TotalAmt116389
IRS990/OtherExpensesGrp/TotalAmt29622
IRS990/OtherExpensesGrp/TotalAmt35187
IRS990/OtherRevenueTotalAmt00
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IRS990/OtherSalariesAndWagesGrp/TotalAmt0100669
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IRS990/PaymentsToAffiliatesGrp/TotalAmt00
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IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt0675
IRS990/PayrollTaxesGrp/ProgramServicesAmt015628
IRS990/PayrollTaxesGrp/TotalAmt016303
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
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IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
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IRS990/ProgramServiceRevenueGrp/BusinessCd0453220
IRS990/ProgramServiceRevenueGrp/Desc0BOOKS/TAPES/REIMBURSEMENT
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt070
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt070
IRS990/ProgSrvcAccomActy2Grp/Desc0EDUCATION - WE SPONSOR THE EDUCATION OF MEDICAL PROFESSIONALS IN THE DIAGNOSIS AND TREATMENT OF TICK-BORNE DISEASES. WE PUBLISH THE LYME TIMES, THE ONLY NATIONAL PRINT JOURNAL DEDICATED TO TICK-BOURNE DISEASES. THE ORGANIZATION ALSO HELPS RAISE THE LEVEL OF PUBLIC AWARENESS OF LYME DISEASE VIA NEWSPAPERS, RADIO, TV AND THE INTERNET.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0197230
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt070
IRS990/ProgSrvcAccomActy3Grp/Desc0ADVOCACY - WE ADVOCATE FOR BETTER CARE FOR PATIENTS THROUGH PUBLIC HEALTH CARE POLICY ANALYSIS, STRATEGICALLY FOCUSED LEGAL AND LEGISLATIVE ACTION, WATCHDOG ACTIVITIES, AND BUILDING AND ORGANIZING PATIENT EMPOWERMENT GROUPS THAT CREATE AND SHAPE PUBLIC POLICY.
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IRS990/PYOtherRevenueAmt05460
IRS990/PYProgramServiceRevenueAmt0195
IRS990/PYRevenuesLessExpensesAmt044800
IRS990/PYSalariesCompEmpBnftPaidAmt0130587
IRS990/PYTotalExpensesAmt0413330
IRS990/PYTotalRevenueAmt0458130
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IRS990/SavingsAndTempCashInvstGrp/EOYAmt0367740
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0452475
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0469139
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0381537
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0249082
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IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
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IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt01281
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IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0381537
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0249082
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt02117134
IRS990ScheduleA/TotalSupportAmt02118834
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE CEO AND TREASURER REVIEW THE FORM 990 AND SUBMIT IT TO THE DIRECTORS FOR COMMENT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE BOARD DISCUSSES COMPENSATION WHEN IT IS TO BE CHANGED. AT THE TIME OF IMPLEMENTATION THE BOARD CONSIDERED COMPARABLE COMPENSATIONS AT OTHER NON-PROFITS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 15a: Compensation Review & Approval Process - CEO, Top Management
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
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IRS990/TotalProgramServiceExpensesAmt0474352
IRS990/TotalProgramServiceRevenueAmt070
IRS990/TotalReportableCompFromOrgAmt093333

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