THE FAMILIAL HYPERCHOLESTEROLEMIA FOUNDATION: Form 990, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- THE FAMILIAL HYPERCHOLESTEROLEMIA FOUNDATION (EIN 45-4597425)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-10-01
- IRS object ID
- 202532749349300533
- Schema version
- 2024v5.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-10-01T16:26:29-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 954557617 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Harrington Group CPAs LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2698 Mataro Street | AddressLine1Txt |
| City | Pasadena | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91107 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 454597425 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Familial Hypercholesterolemia | BusinessNameLine1Txt |
| Business Name Line2 | Foundation | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | FAMI | BusinessNameControlTxt |
| Phone | 6265834674 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5548 First Coast Hwy 204 | AddressLine1Txt |
| City | Fernandina Beach | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32034 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Katherine Wilemon | PersonNm |
| Person Title | CEO | PersonTitleTxt |
| Phone | 6265834674 | PhoneNum |
| Signature | 2025-10-01 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Carlos A Davis CPA | PreparerPersonNm |
| PTIN | P02037008 | PTIN |
| Phone | 6264036801 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
Doing Business As Name DoingBusinessAsName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Family Heart Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Katherine Wilemon | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5548 First Coast Hwy 204 | AddressLine1Txt |
| City | Fernandina Beach | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32034 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $8,891,212 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.familyheart.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2012 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | The mission of the Family Heart Foundation is to save generations of families from heart disease | ActivityOrMissionDesc |
| Voting Members Governing Body | 7 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 6 | VotingMembersIndependentCnt |
| Total Employee | 22 | TotalEmployeeCnt |
| Total Volunteers | 374 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $6,160,613 | PYContributionsGrantsAmt |
| CY Contributions Grants | $8,536,472 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $318,396 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $240,000 | CYProgramServiceRevenueAmt |
| PY Investment Income | $31,584 | PYInvestmentIncomeAmt |
| CY Investment Income | $54,378 | CYInvestmentIncomeAmt |
| PY Other Revenue | $25,015 | PYOtherRevenueAmt |
| CY Other Revenue | $60,362 | CYOtherRevenueAmt |
| PY Total Revenue | $6,535,608 | PYTotalRevenueAmt |
| CY Total Revenue | $8,891,212 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $2,598,084 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $3,119,803 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $224,010 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $3,764,416 | PYOtherExpensesAmt |
| CY Other Expenses | $4,721,297 | CYOtherExpensesAmt |
| PY Total Expenses | $6,362,500 | PYTotalExpensesAmt |
| CY Total Expenses | $7,841,100 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $173,108 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $1,050,112 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $5,313,676 | TotalAssetsBOYAmt |
| Total Assets EOY | $7,350,370 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $1,133,524 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,079,880 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $4,180,152 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $5,270,490 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | The Family Heart Foundation was incorporated February 17, 2012 as a California nonprofit corporation, originally as The Familial Hypercholesterolemia Foundation (the "FH Foundation"). This remains the legal name, with "Family Heart Foundation" added dba or doing business as. The name of the organization was changed in December of 2021 to reflect a broader mission. The Family Heart Foundation is a patient-centered nonprofit dedicated to improving the diagnosis and management of inherited lipid disorders, including familial hypercholesterolemia ("FH") and elevated lipoprotein (a) ("Lp(a). Through research, advocacy, and education, the Family Heart Foundation drives change, and empowers families to navigate their own health. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $3,093,173 | ExpenseAmt |
| Revenue | $240,000 | RevenueAmt |
| Desc | RESEARCH: The Family Heart Foundation conducts independent, observational and implementation research. Our major research initiatives involve characterizing familial hypercholesterolemia through our national CASCADE FH Registry, analyzing current screening rates, diagnosis and burden of disease of high lipoprotein(a), FH, and high LDL-C through our Family Heart Database and quality improvement research through FIND-FH & FIND-Lp(a). We have published over 50 peer-reviewed manuscripts, most recently in the European Heart Journal entitled "Lipoprotein(a) and recurrent atherosclerotic cardiovascular events: the US Family Heart Database" (May 7, 2025). | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $2,288,028 | ExpenseAmt |
| Desc | ADVOCACY: The Family Heart Foundation provides individualized resources to those living with genetic dyslipidemias through our Care Navigation Center. We also engage and support communities through on-site community education and screening programs. In addition, we raise awareness of these highly undiagnosed conditions through national media and awareness campaigns, The Family Heart Foundation established FH Awareness Day in 2012 and Lp(a) Awareness Day in 2021. We also work at a policy level to represent and elevate the voices of our community and improve care. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,545,427 | ExpenseAmt |
| Desc | EDUCATION: As an honest broker and neutral convener, the Family Heart Foundation provides education and tools to diverse audiences, from patients (through programs like Cholesterol Connect) to healthcare professionals, policymakers and payers (through programs like GOAL and Lp(a) AWARE). We host an annual scientific meeting, the Family Heart Global Summit and hold educational symposia at primary care medical conferences across the country. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $6,926,628 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 25 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 22 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 7 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 6 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Organization | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6265834674 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5548 First Coast Hwy 204 | AddressLine1Txt |
| City | Fernandina Beach | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32034 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (12 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| Joshua Knowles | |||||||
| Chair | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| Seth Baum | |||||||
| Vice Chair | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| Allison Jamison | |||||||
| Treasurer | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| Katherine Wilemon | |||||||
| CEO/Board Member | 40.00 | Yes (X) | Yes (X) | $387,365 | $0 | $16,071 | |
| Keith Ferdinand | |||||||
| Board Member | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Brian Mittman | |||||||
| Board Member | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Courtney Riley | |||||||
| Board Member | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Allison Hawke | |||||||
| VP of Operations | 40.00 | $208,984 | $0 | $24,874 | Yes (X) | ||
| Barbara Gladders | |||||||
| Sr. Healthcare Data Analyst | 40.00 | $124,000 | $0 | $18,842 | Yes (X) | ||
| Hilliard Paige | |||||||
| Chief Innovation Officer | 40.00 | $363,165 | $0 | $38,442 | Yes (X) | ||
| Susan Seim | |||||||
| Creative Director | 40.00 | $135,463 | $0 | $14,292 | Yes (X) | ||
| Diane MacDougall | |||||||
| VP of Science and Research | 40.00 | $194,774 | $0 | $25,627 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,413,751 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $138,148 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 12 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| BIA Clinical Group LLC | |||||
| 2793 Plymouth Rd Suite J | Ann Arbor | MI | 48105 | Statistical & Programming Support | $417,888 |
| Fairmont Hotel | |||||
| 1717 North Akard Street | Dallas | TX | 75201 | Summit venue, A/V Production | $347,208 |
| Source Heathcare Analytics LLC | |||||
| 4130 ParkLake Ave Ste 400 | Raleigh | NC | 27612 | Data | $333,897 |
| Solstice Health Communications | |||||
| 49 Route 202 | Far Hills | NJ | 07931 | Communications & Marketing Consultants | $296,529 |
| Pri-Med LLC | |||||
| 855 Boylston Street Suite 501 | Boston | MA | 02116 | Professional Society Event | $274,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 13 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $397,795 | GovernmentGrantsAmt |
| All Other Contributions | $8,138,677 | AllOtherContributionsAmt |
| Total Contributions | $8,536,472 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Contract fees | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $240,000 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $240,000 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $240,000 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $54,378 | TotalRevenueColumnAmt |
| Exclusion | $54,378 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Other income | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $60,362 | TotalRevenueColumnAmt |
| Exclusion | $60,362 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $60,362 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $8,891,212 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $240,000 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $114,740 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $403,436 | TotalAmt |
| Program Services | $346,822 | ProgramServicesAmt |
| Management And General | $36,290 | ManagementAndGeneralAmt |
| Fundraising | $20,324 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,245,269 | TotalAmt |
| Program Services | $1,930,197 | ProgramServicesAmt |
| Management And General | $201,964 | ManagementAndGeneralAmt |
| Fundraising | $113,108 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $128,000 | TotalAmt |
| Program Services | $112,512 | ProgramServicesAmt |
| Management And General | $11,520 | ManagementAndGeneralAmt |
| Fundraising | $3,968 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $179,432 | TotalAmt |
| Program Services | $158,031 | ProgramServicesAmt |
| Management And General | $16,150 | ManagementAndGeneralAmt |
| Fundraising | $5,251 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $163,666 | TotalAmt |
| Program Services | $143,862 | ProgramServicesAmt |
| Management And General | $14,730 | ManagementAndGeneralAmt |
| Fundraising | $5,074 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $119,458 | TotalAmt |
| Program Services | $84,155 | ProgramServicesAmt |
| Management And General | $30,874 | ManagementAndGeneralAmt |
| Fundraising | $4,429 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $23,295 | TotalAmt |
| Management And General | $23,295 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $945,226 | TotalAmt |
| Program Services | $874,557 | ProgramServicesAmt |
| Management And General | $52,617 | ManagementAndGeneralAmt |
| Fundraising | $18,052 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,291,774 | TotalAmt |
| Program Services | $1,153,154 | ProgramServicesAmt |
| Management And General | $119,357 | ManagementAndGeneralAmt |
| Fundraising | $19,263 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $134,200 | TotalAmt |
| Program Services | $84,840 | ProgramServicesAmt |
| Management And General | $38,113 | ManagementAndGeneralAmt |
| Fundraising | $11,247 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $60,342 | TotalAmt |
| Program Services | $55,201 | ProgramServicesAmt |
| Management And General | $3,399 | ManagementAndGeneralAmt |
| Fundraising | $1,742 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,447 | TotalAmt |
| Program Services | $8,030 | ProgramServicesAmt |
| Management And General | $1,228 | ManagementAndGeneralAmt |
| Fundraising | $189 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $288,697 | TotalAmt |
| Program Services | $279,076 | ProgramServicesAmt |
| Management And General | $7,656 | ManagementAndGeneralAmt |
| Fundraising | $1,965 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $783,567 | TotalAmt |
| Program Services | $669,351 | ProgramServicesAmt |
| Management And General | $98,783 | ManagementAndGeneralAmt |
| Fundraising | $15,433 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,153 | TotalAmt |
| Management And General | $12,153 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $82,478 | TotalAmt |
| Program Services | $70,106 | ProgramServicesAmt |
| Management And General | $10,722 | ManagementAndGeneralAmt |
| Fundraising | $1,650 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| Data & Research | $923,087 | $923,087 | ||
| Membership/subscription | $34,348 | $33,647 | $701 | |
| Bank charges | $12,785 | $10,470 | $2,315 | |
| Registration fees & tax | $440 | $440 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,841,100 | TotalAmt |
| Program Services | $6,926,628 | ProgramServicesAmt |
| Management And General | $690,462 | ManagementAndGeneralAmt |
| Fundraising | $224,010 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,455,288 | BOYAmt |
| EOY | $3,035,008 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,312,202 | BOYAmt |
| EOY | $2,859,676 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $531,161 | BOYAmt |
| EOY | $362,186 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,553 | BOYAmt |
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $76,431 | BOYAmt |
| EOY | $94,109 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $74,860 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $54,182 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,602 | BOYAmt |
| EOY | $20,678 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $890,893 | BOYAmt |
| EOY | $964,437 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,546 | BOYAmt |
| EOY | $14,276 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,313,676 | BOYAmt |
| EOY | $7,350,370 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $321,833 | BOYAmt |
| EOY | $383,264 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $791,000 | BOYAmt |
| EOY | $1,683,485 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,691 | BOYAmt |
| EOY | $13,131 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,133,524 | BOYAmt |
| EOY | $2,079,880 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $788,283 | BOYAmt |
| EOY | $4,908,628 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,391,869 | BOYAmt |
| EOY | $361,862 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,180,152 | BOYAmt |
| EOY | $5,270,490 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,313,676 | BOYAmt |
| EOY | $7,350,370 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $1,050,112 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $40,226 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,147,210 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,613,537 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,824,933 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $6,160,613 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $8,536,472 | CurrentTaxYearAmt |
| Total | $22,282,765 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,147,210 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,613,537 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,824,933 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $6,160,613 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $8,536,472 | CurrentTaxYearAmt |
| Total | $22,282,765 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $14,260,784 | SubstantialContributorsTotAmt |
| Public Support Total170 | $8,021,981 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $25,313 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $32,015 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $31,749 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $31,584 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $54,378 | CurrentTaxYearAmt |
| Total | $175,039 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $13,198 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $300 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,366 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $25,015 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $60,362 | CurrentTaxYearAmt |
| Total | $103,241 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $22,561,045 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $4,195,354 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.35560 | PublicSupportCY170Pct |
| Public Support PY170 | 0.35080 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $74,860 | OtherCostOrOtherBasisAmt |
| Depreciation | $54,182 | DepreciationAmt |
| Book Value | $20,678 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $20,678 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Lease liabilities - operating leases | Desc |
| Amt | $13,131 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $13,131 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $8,931,438 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $40,226 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $40,226 | RevenueNotReportedAmt |
| Revenue Subtotal | $8,891,212 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $8,891,212 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $7,841,100 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $7,841,100 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $7,841,100 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part X, Line 2: | FormAndLineReferenceDesc |
| Explanation | Family Heart Foundation is exempt from taxation under Internal Revenue Code Section 501(c)(3) and California Revenue and Taxation Code Section 23701d. Generally accepted accounting principles provide accounting and disclosure guidance about positions taken by an organization in its tax returns that might be uncertain. Management has considered its tax positions and believes that all of the positions taken by Family Heart Foundation in its federal and state exempt organization tax returns are more likely than not to be sustained upon examination. Family Heart Foundation's returns are subject to examination by federal and state taxing authorities, generally for three and four years, respectively, after they are filed. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (4 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Katherine Wilemon | ||||||||||||||
| CEO/Board Member | $337,365 | $0 | $50,000 | $0 | $0 | $0 | $16,071 | $0 | $0 | $0 | $403,436 | $0 | $0 | $0 |
| Hilliard Paige | ||||||||||||||
| Chief Innovation Officer | $303,165 | $0 | $60,000 | $0 | $0 | $0 | $20,850 | $0 | $17,592 | $0 | $401,607 | $0 | $0 | $0 |
| Allison Hawke | ||||||||||||||
| VP of Operations | $183,984 | $0 | $25,000 | $0 | $0 | $0 | $13,927 | $0 | $10,947 | $0 | $233,858 | $0 | $0 | $0 |
| Diane MacDougall | ||||||||||||||
| VP of Science and Research | $185,774 | $0 | $9,000 | $0 | $0 | $0 | $11,557 | $0 | $14,070 | $0 | $220,401 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Line 7 | FormAndLineReferenceDesc |
| Explanation | Katherine Wilemon's bonus amount was determined and is agreed upon by the Family Heart Foundation Board, each year in the spring, based upon performance from the prior year. Hilliard Paige, Allison Hawke, and Diane MacDougall received bonuses in recognition of their programmatic accomplishments throughout the reporting period. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part I, line 1, Description of Organization Mission: | through timely identification and improved care of familial hypercholesterolemia (FH) and elevated lipoprotein(a) (Lp(a)). Through research, advocacy, and education we play a critical role in driving change and empower families to navigate their own health. Programs and Initiatives are: Family Heart Awareness and Engagement Campaigns Community In Action Corporate Advisory Council Clinical Trial Awareness CASCADE FH Registry Family Heart Database Research FIND Lp(a) FIND FH Leveraging Evidence and Data (LEAD) to Accelerate Pediatric Screening for FH Leveraging Evidence and Data (LEAD) LDL Getting On Appropriate Lipid Lowering ("GOAL") Program Care Navigation Center Family Heart Global Summit Global Network Research Partnerships Cholesterol Connect |
| Form 990, Part VI, Section B, line 11b | The Form 990 is e-mailed to each member and reviewed via electronic media prior to filing. |
| Form 990, Part VI, Section B, line 12c | Conflicts of interest are monitored annually and reviewed by the governing body prior to approval or determination of action. |
| Form 990, Part VI, Section B, line 15a | The CEO's salary is reviewed on an annual basis by the Board of Directors and then approved by the Executive Committee. Part VI, line 15(b) was answered "no" as there were no other officers or key employees as defined in Form 990 instructions who received compensation. |
| Form 990, Part VI, Section C, line 19 | All documents are available to the public upon request. |
| Form 990, Part IX, line 11g | Consultants/temporary staff: Program service expenses 302,649. Management and general expenses 40,702. Total expenses 343,351. Other professional services: Program service expenses 571,908. Management and general expenses 11,915. Fundraising expenses 18,052. Total expenses 601,875. |
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