NATIONAL LIPID ASSOCIATION INC

EIN: 593727483 Community Improvement

JACKSONVILLE, FL

Total Revenue
$3,341,228
Total Expenses
$3,084,535
Total Assets
$2,214,507
Net Assets
$1,061,608
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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year
2001
Legal Domicile
FL
Principal Officer
BRIAN HART
Phone
9049980853
Tax Period
2023-01-01 to 2023-12-31

NATIONAL LIPID ASSOCIATION INC, founded in 2001, is a community nonprofit in the Community Improvement sector that reported $3.3M in total revenue in fiscal year 2023. Revenue surged 62% from the prior year, signaling strong growth momentum. Expenses of $3.1M left a modest 8% surplus.

Mission

TO ENHANCE THE SCIENCE AND PRACTICE OF LIPIDOLOGY AND PROMOTE OPTIMAL CARDIOMETABOLIC HEALTH.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $2,140,702
Program Service Revenue $1,159,197
Investment Income $41,329
Other Revenue $0
TOTAL REVENUE $3,341,228

Expense Breakdown

Grants Paid $0
Salaries & Benefits $0
Fundraising Expenses $0
Other Expenses $3,084,535
TOTAL EXPENSES $3,084,535

Year-over-Year Comparison

2023 2022 Change
Revenue $3,341,228 $2,064,266 +0.6%
Expenses $3,084,535 $3,027,327 +0.0%
Net Income $256,693 $-963,061 -1.3%
Key Indicators
✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required
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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

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Governance

Voting Members
20
Independent Members
20
Employees
N/A
Volunteers
N/A

Governance Policies

✗ Conflict of Interest Policy
✗ Whistleblower Policy
✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School
✗ Operated a Hospital
✗ Provided First Class Travel
✗ Reported Conflict of Interest
✗ Reported Asset Diversion
✗ Excess Benefit Transaction
✗ Made Political Expenditures
✗ Engaged in Lobbying
✗ Operated Donor Advised Fund
✗ Maintained Art Collections
✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
8
$0
Total Directors
21
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
DANIEL E SOFFER MD FNLA PRESIDENT N/A
Officer Director
$0 $0 $0
CHRISTIE M BALLANTYNE MD PRESIDENT - N/A
Officer Director
$0 $0 $0
KAYE-EILEEN WILLARD MD SECRETARY/TR N/A
Officer Director
$0 $0 $0
KEVIN C MAKI PHD CLS FNLA IMMEDIATE PA N/A
Officer Director
$0 $0 $0
ELIZABETH J JACKSON MSN CLS FNLA EXECUTIVE CO N/A
Officer Director
$0 $0 $0
DINESH KALRA MD FACC FSCCT EXECUTIVE CO N/A
Officer Director
$0 $0 $0
KARI UUSINARKAUS MD CLS FNLA EXECUTIVE CO N/A
Officer Director
$0 $0 $0
ZAHID AHMAD MD FNLA BOARD MEMBER N/A
Director
$0 $0 $0
DEAN KARALIS MD FACC FNLA BOARD MEMBER N/A
Director
$0 $0 $0
CAROL KIRKPATRICK PHD MPH RDN BOARD MEMBER N/A
Director
$0 $0 $0
GREGORY S POKRYWKA MD NCMP FNLA BOARD MEMBER N/A
Director
$0 $0 $0
MARY KATHERINE CHEELEY PHARMD BCPS BOARD MEMBER N/A
Director
$0 $0 $0
P BARTON DUELL MD FNLA BOARD MEMBER N/A
Director
$0 $0 $0
EDWARD A GILL MD FNLA BOARD MEMBER N/A
Director
$0 $0 $0
GUY L MINTZ MD FNLA BOARD MEMBER N/A
Director
$0 $0 $0
GEETA SIKAND RD MA FAND CDE BOARD MEMBER N/A
Director
$0 $0 $0
EUGENIA GIANOS MD FNLA BOARD MEMBER N/A
Director
$0 $0 $0
LANEY K JONES PHARMD CLS FNLA BOARD MEMBER N/A
Director
$0 $0 $0
MARLYS L KOSCHINSKY PHD BOARD MEMBER N/A
Director
$0 $0 $0
ANN LIEBESKIND MD FNLA BOARD MEMBER N/A
Director
$0 $0 $0
BRIAN HART EXECUTIVE DI N/A
Officer Director
$0 $0 $0
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2024 No data No data No data No data
2024 No data No data No data No data
2023 $3,341,228 $3,084,535 $2,214,507 $256,693
2022 $2,064,266 $3,027,327 $1,625,571 $-963,061
2021 $2,140,321 $2,687,023 $3,006,128 $-546,702
2020 $2,995,144 $2,953,744 $2,630,101 $41,400
2019 $3,803,359 $4,078,130 $2,608,950 $-274,771
2018 $3,866,803 $4,031,902 $2,988,364 $-165,099
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