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← AMERICAN HEART ASSOCIATION INC

Form 990 for tax year 2023

Filed by AMERICAN HEART ASSOCIATION INC.

Totals

Total revenue
$972,755,203
Total expenses
$965,007,244
Contributions and grants received
$677,815,672
Grants paid
$224,524,671
Program service revenue
$76,214,120
Investment income
$54,844,797
Other revenue
$163,880,614
Total assets, end of year
$1,926,864,938
Total liabilities, end of year
$582,037,283
Net assets or fund balances, end of year
$1,344,827,655
Program services expenses (Part IX)
$773,960,459
Management and general expenses
$89,665,940
Fundraising expenses
$101,380,845
Program service expenses (Part III)
$773,960,459

Program services were 80.2% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1a · Federated campaigns

    $1,021,989

  • 1c · Fundraising events

    $293,269,322

  • 1e · Government grants (contributions)

    $13,548,968

  • 1f · All other contributions, gifts and grants

    $369,975,393

  • 1g · Noncash contributions included above

    $27,038,710

  • 2a · Program service revenue: GET W THE GUIDELINES REGISTRY

    total $25,383,961 · related or exempt $25,383,961

  • 2b · Program service revenue: CONFERENCES & SEMINARS

    total $17,300,911 · related or exempt $17,300,911

  • 2c · Program service revenue: EDITORIAL REVENUE

    total $6,389,500 · related or exempt $6,389,500

  • 2d · Program service revenue: Membership Dues & Subscriptions

    total $6,767,351 · related or exempt $6,767,351

  • 2e · Program service revenue: Hospital Accreditation

    total $4,663,638 · related or exempt $4,663,638

  • 2f · All other program service revenue

    total $15,708,759 · related or exempt $15,708,759 · unrelated business $0 · excluded $0

  • 3 · Investment income

    total $37,872,517 · unrelated business $43,748 · excluded $37,828,769

  • 5 · Royalties

    total $69,370,569 · excluded $69,370,569

  • 6a · Gross rents

    real property $486,668

  • 6b · Less rental expenses

    real property $4,128

  • 6c · Rental income or loss

    real property $482,540 · personal property $0

  • 6d · Net rental income or loss

    total $482,540 · excluded $482,540

  • 7a · Gross sales of assets other than inventory

    securities $22,361,489 · other assets $4,883,462

  • 7b · Less cost or other basis and sales expenses

    securities $7,534,998 · other assets $2,737,673

  • 7c · Gain or loss

    securities $14,826,491 · other assets $2,145,789

  • 7d · Net gain or loss

    total $16,972,280 · excluded $16,972,280

  • 8a · Fundraising events: gross income

    $20,275,769

  • 8a · Fundraising events: contributions included on line 1c

    $293,269,322

  • 8b · Fundraising events: direct expenses

    $40,745,761

  • 8c · Net income from fundraising events

    total -$20,469,992 · excluded -$20,469,992

  • 9a · Gaming: gross income

    $71,216

  • 9c · Net income from gaming

    total $71,216 · excluded $71,216

  • 10a · Gross sales of inventory

    $116,822,846

  • 10b · Cost of goods sold

    $8,476,989

  • 10c · Net income from sales of inventory

    total $108,345,857 · related or exempt $108,345,857

  • 11a · Other revenue: RQIP CONTROLLING INT/misc income

    total $5,496,710 · related or exempt $5,496,710

  • 11b · Other revenue: Other Revenue

    total $1,402,469 · unrelated business $66,022 · excluded $1,336,447

  • 11c · Other revenue: CHANGE IN SPLIT INTEREST AGREEMENTS

    total $807,170 · excluded $807,170

  • 11d · All other revenue

    total -$1,625,925 · related or exempt $0 · unrelated business $0 · excluded -$1,625,925

  • 11e · Other revenue, total

    $6,080,424

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $222,103,234 · program services $222,103,234

  • 2 · Grants to domestic individuals

    total $1,685,716 · program services $1,685,716

  • 3 · Grants to foreign organizations and individuals

    total $735,721 · program services $735,721

  • 5 · Compensation of officers, directors and key employees

    total $9,934,162 · management and general $9,934,162

  • 6 · Compensation of disqualified persons

    total $904,350 · management and general $904,350

  • 7 · Other salaries and wages

    total $331,448,163 · program services $237,431,996 · management and general $41,097,435 · fundraising $52,918,732

  • 8 · Pension plan contributions

    total $31,088,223 · program services $22,226,195 · management and general $4,018,941 · fundraising $4,843,087

  • 9 · Other employee benefits

    total $37,155,764 · program services $25,786,866 · management and general $5,719,210 · fundraising $5,649,688

  • 10 · Payroll taxes

    total $24,498,799 · program services $16,717,945 · management and general $4,081,603 · fundraising $3,699,251

  • 11b · Fees: legal

    total $1,269,715 · program services $844,632 · management and general $388,083 · fundraising $37,000

  • 11c · Fees: accounting

    total $1,074,460 · management and general $1,074,460

  • 11d · Fees: lobbying

    total $2,653,510 · program services $2,653,510

  • 11e · Fees: professional fundraising services

    total $64,383 · fundraising $64,383

  • 11f · Fees: investment management

    total $4,071,932 · management and general $4,071,932

  • 11g · Fees: other

    total $71,553,034 · program services $61,487,637 · management and general $1,721,854 · fundraising $8,343,543

  • 12 · Advertising and promotion

    total $21,204,886 · program services $21,204,886

  • 13 · Office expenses

    total $60,324,857 · program services $51,937,880 · management and general $362,953 · fundraising $8,024,024

  • 14 · Information technology

    total $30,525,065 · program services $22,253,032 · management and general $3,661,253 · fundraising $4,610,780

  • 15 · Royalties

    total $88,940 · program services $88,940

  • 16 · Occupancy

    total $14,273,647 · program services $10,578,851 · management and general $1,408,432 · fundraising $2,286,364

  • 17 · Travel

    total $18,303,123 · program services $12,029,376 · management and general $2,897,214 · fundraising $3,376,533

  • 19 · Conferences, conventions and meetings

    total $34,975,508 · program services $28,963,109 · management and general $3,903,330 · fundraising $2,109,069

  • 20 · Interest

    total $20,126 · management and general $20,126

  • 22 · Depreciation, depletion and amortization

    total $19,735,485 · program services $16,408,589 · management and general $1,500,915 · fundraising $1,825,981

  • 23 · Insurance

    total $1,106,837 · program services $155,542 · management and general $951,295

  • 24a · Other expenses: BANK, LOCKBOX, CREDIT CARD FEES

    total $8,996,028 · program services $5,271,983 · management and general $598,886 · fundraising $3,125,159

  • 24b · Other expenses: MEMBERSHIP DUES

    total $2,112,418 · program services $1,575,214 · management and general $377,661 · fundraising $159,543

  • 24c · Other expenses: BAD DEBT EXPENSE

    total $1,495,183 · program services $1,068,609 · management and general $142,569 · fundraising $284,005

  • 24d · Other expenses: UBI Taxes

    total $4,944 · program services $4,944 · management and general $0 · fundraising $0

  • 24e · All other expenses

    total $11,599,031 · program services $10,746,052 · management and general $829,276 · fundraising $23,703

  • 26 · Joint costs (an allocation of the lines above)

    total $251,298,787 · program services $174,760,131 · management and general $19,439,607 · fundraising $57,099,049

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $141,642,335 · end of year $48,709,984

  • 2 · Savings and temporary cash investments

    beginning of year $140,965,919 · end of year $158,335,043

  • 3 · Pledges and grants receivable

    beginning of year $268,747,480 · end of year $304,302,875

  • 4 · Accounts receivable

    beginning of year $48,829,614 · end of year $42,675,727

  • 5 · Loans and receivables from officers and key people

    beginning of year $0 · end of year $0

  • 6 · Loans and receivables from disqualified persons

    beginning of year $0 · end of year $0

  • 8 · Inventories for sale or use

    beginning of year $7,583,170 · end of year $6,786,989

  • 9 · Prepaid expenses and deferred charges

    beginning of year $11,910,398 · end of year $16,637,615

  • 10a · Land, buildings and equipment: cost or other basis

    $180,765,749

  • 10b · Land, buildings and equipment: accumulated depreciation

    $112,691,443

  • 10c · Land, buildings and equipment, net

    beginning of year $63,789,159 · end of year $68,074,306

  • 11 · Investments: publicly traded securities

    beginning of year $726,982,854 · end of year $863,529,467

  • 12 · Investments: other securities

    beginning of year $116,176,781 · end of year $134,565,917

  • 13 · Investments: program-related

    beginning of year $10,677,298 · end of year $12,675,854

  • 15 · Other assets

    beginning of year $252,863,031 · end of year $270,571,161

  • 17 · Accounts payable and accrued expenses

    beginning of year $100,642,888 · end of year $97,460,225

  • 18 · Grants payable

    beginning of year $347,922,372 · end of year $400,978,415

  • 19 · Deferred revenue

    beginning of year $37,872,053 · end of year $25,235,654

  • 22 · Loans and payables to officers and key people

    beginning of year $0 · end of year $0

  • 25 · Other liabilities

    beginning of year $57,222,753 · end of year $58,362,989

  • 27 · Net assets without donor restrictions

    beginning of year $550,567,821 · end of year $601,889,307

  • 28 · Net assets with donor restrictions

    beginning of year $695,940,152 · end of year $742,938,348

Mission and programs · 2023

Mission

THE AMERICAN HEART ASSOCIATION'S MISSION IS TO BE A RELENTLESS FORCE FOR A WORLD OF LONGER, HEALTHIER LIVES.

Activities or mission (Part I)

THE AMERICAN HEART ASSOCIATION IS A NATIONAL VOLUNTARY HEALTH AGENCY FOCUSED ON ACTIVITIES RELATED TO THE CAUSES, DIAGNOSIS, PREVENTION, AND TREATMENT OF CARDIOVASCULAR DISEASE, STROKE, AND OTHER RELATED DISEASES.

  • PUBLIC/CONSUMER EDUCATION INFORMING ALL AMERICANS ABOUT WAYS TO REDUCE THEIR RISK OF HEART DISEASE AND STROKE IS ONE OF THE MOST IMPORTANT OBJECTIVES OF THE AMERICAN HEART ASSOCIATION. IN 2023-24 THE ASSOCIATION'S PUBLIC EDUCATION EFFORTS PROVIDED MILLIONS OF PEOPLE IMPORTANT INFORMATION ABOUT CARDIOVASCULAR HEALTH. PUBLIC/CONSUMER EDUCATION CONTINUED - THE ASSOCIATION AND THE DEPARTMENT OF VETERANS AFFAIRS (VA) DEVELOPED THE VETERANS AFFAIRS LIPID OPTIMIZATION REIMAGINED QUALITY IMPROVEMENT (VALOR-QI) PROGRAM TO PROVIDE EDUCATIONAL RESOURCES, MONITORING AND HEALTH COACHING TO MORE THAN 30,000 VETERANS AT 50 VA MEDICAL CENTERS ACROSS THE COUNTRY WHO ARE LIVING WITH ATHEROSCLEROTIC CARDIOVASCULAR DISEASE. - IN A SURVEY OF ASIAN AMERICAN ADULTS CONDUCTED BY THE ASSOCIATION, 70% OF RESPONDENTS SAID THEY HESITATE TO PERFORM BYSTANDER CPR FOR FEAR OF HURTING THE INDIVIDUAL. TO BOOST CPR COMPETENCE AND CONFIDENCE IN ASIAN AMERICAN POPULATIONS, THE ASSOCIATION ANNOUNCED THE "TODAY YOU WERE READY" CAMPAIGN EMPHASIZING THE TWO STEPS TO SAVE A LIFE: 1) CALL 911 AND 2) PUSH HARD AND FAST IN THE CENTER OF THE CHEST AT A RHYTHM OF 100- 120 BEATS PER MINUTE. - THE HYPERTROPHIC CARDIOMYOPATHY (HCM) IN YOUTH AND STUDENT ATHLETES INITIATIVE ENGAGES STUDENTS AT HISTORICALLY BLACK COLLEGES AND UNIVERSITIES AND HISPANIC SERVING INSTITUTIONS TO HELP RAISE AWARENESS THAT HCM IS THE MOST COMMON CAUSE OF SUDDEN CARDIAC ARREST IN YOUNG ATHLETES, ESPECIALLY BLACK MALES. THE AIM IS TO ENCOURAGE THOSE AT RISK FOR HCM TO SEE A DOCTOR FOR TESTING. - THE AMERICAN STROKE ASSOCIATION, A DIVISION OF THE AMERICAN HEART ASSOCIATION, ANNOUNCED JUNTOS CONTRA EL DERRAME CEREBRAL, A SPANISH-LANGUAGE CAMPAIGN AIMED AT EDUCATING HISPANIC/LATINO AUDIENCES ON THE WARNING SIGNS OF STROKE USING THE ACRONYM R.A.P.I.D.O. - FIRST AID SHELVES ON YOUTUBE NOW FEATURES AMERICAN HEART ASSOCIATION CONTENT INCLUDING VIDEOS IN ENGLISH AND SPANISH ON HANDS-ONLY CPR, HEART ATTACKS, STROKE AND HOW TO HELP SOMEONE WHO OVERDOSES FROM OPIOID USE. - WITH A $1 MILLION GIFT FROM CVS HEALTH FOUNDATION, THE ASSOCIATION KICKED OFF A PROGRAM IN MARGINALIZED COMMUNITIES OF HAMPTON ROADS, VIRGINIA, AND ORLANDO, FLORIDA, TO IMPROVE WOMEN'S ACCESS TO HYPERTENSION EDUCATION, MONITORING AND TREATMENT DURING PREGNANCY AND POSTPARTUM. - AS THE ASSOCIATION'S NATION OF LIFESAVERS MOVEMENT - LAUNCHED LAST YEAR WITH BUFFALO BILLS SAFETY DAMAR HAMLIN - GAINED MOMENTUM, 24 COMMUNITY CPR AND AED TRAINING EVENTS WERE HELD IN COLLABORATION WITH U.S. PROFESSIONAL SPORTS TEAMS AND ATHLETIC ASSOCIATIONS. - THE ASSOCIATION TEAMED UP WITH DAMAR HAMLIN'S CHASING M'S FOUNDATION, THE BRITISH HEART FOUNDATION AND THE NATIONAL FOOTBALL LEAGUE TO BRING CPR EDUCATION TO AUDIENCES OF THE NFL LONDON GAMES.

    Expenses $331,203,948 · Grants $13,426,205 · Revenue $7,497,482

  • SCIENCE AND TECHNOLOGY THE AMERICAN HEART ASSOCIATION FUNDS SCIENTIFIC STUDIES SEEKING NEW DISCOVERIES RELATED TO CAUSES, PREVENTION AND TREATMENT OF CARDIOVASCULAR AND CEREBROVASCULAR DISEASES. SINCE OUR FOUNDING IN 1924, WE'VE INVESTED MORE THAN $5.9 BILLION IN RESEARCH, MAKING US THE LARGEST PRIVATE, NOT-FOR-PROFIT FUNDER OF CARDIOVASCULAR AND CEREBROVASCULAR RESEARCH. RESEARCH SPENDING FOR FISCAL-YEAR 2023/24 WAS $227 MILLION, OR 19%, AND RESEARCH AWARDS FOR THE YEAR TOTALED $197 MILLION. SCIENCE AND TECHNOLOGY CONTINUED - TO ACCELERATE STRATEGIC INVESTMENT IN SCIENCE AND TECHNOLOGY AND SPUR INNOVATION, THE ASSOCIATION ANNOUNCED AHA VENTURES, AN UMBRELLA INVESTMENT UNIT WITHIN ITS MISSION-ALIGNED BUSINESS AREA. - THE ASSOCIATION ANNOUNCED A $75 MILLION GO RED FOR WOMEN VENTURE FUND TO INVEST IN COMPANIES THAT SERVE WOMEN'S HEALTH NEEDS ACROSS THEIR LIFESPAN. THE FUND IS SEEDED WITH $40 MILLION FROM THE ASSOCIATION AND SUPPORTED BY A $15 MILLION CORNERSTONE GIFT FROM PHILANTHROPIST SARAH ROSS SOTER. - THE ASSOCIATION FUNDED $20 MILLION FOR A NEW HEALTH EQUITY RESEARCH NETWORK ON IMPROVING ACCESS TO CARE AND OTHER HEALTH INEQUITIES IN RURAL AMERICA. - MORE THAN 100 SCIENTISTS FROM ACROSS THE U.S. RECEIVED GRANTS TOTALING $20 MILLION TO SUPPORT THEIR RESEARCH ON HEART DISEASE AND STROKE AS PART OF THE SECOND CENTURY OF SCIENCE INITIATIVE. - RESEARCHERS AT NORTHWESTERN UNIVERSITY FEINBERG SCHOOL OF MEDICINE, NEW YORK UNIVERSITY AND DUKE UNIVERSITY COLLABORATED TO ASSESS THE ASSOCIATION'S PREVENTTM RISK CALCULATOR, A NEW APP CLINICIANS USE TO HELP PEOPLE UNDERSTAND THEIR LIKELIHOOD OF DEVELOPING HEART DISEASE, STROKE OR HEART FAILURE BASED ON SPECIFIC HEALTH MEASURES. - THE ASSOCIATION, THE ALLIANCE OF BIOVERSITY AND CIAT WITH SUPPORT FROM THE ROCKEFELLER FOUNDATION AND OTHER FUNDERS LAUNCHED MARKERLAB, THE FIRST PHASE OF THE PERIODIC TABLE OF FOOD INITIATIVE TO COLLECT DATA ON THE BIOMOLECULAR COMPOSITION OF FOODS CONSUMED GLOBALLY AND THEIR IMPACT ON HUMAN AND PLANETARY HEALTH. - THE ASSOCIATION AWARDED THE FIRST GRANTS TOTALING $7.8 MILLION TO 19 RESEARCH PROJECTS NATIONWIDE AS PART OF ITS NEWLY NAMED HEALTH CARE BY FOOD INITIATIVE. LED BY EXPERTS IN FOOD AND NUTRITION, BEHAVIORAL SCIENCE, EPIDEMIOLOGY AND CARDIOVASCULAR HEALTH, THE RESEARCH PROJECTS WILL PILOT WAYS TO EQUITABLY INCREASE ENROLLMENT AND ENGAGEMENT IN FOOD IS MEDICINE INTERVENTIONS. - THE AMERICAN HEART ASSOCIATION CENTER FOR HEALTH TECHNOLOGY & INNOVATION AND MEDTECH INNOVATOR ESTABLISHED THE HEART AND BRAIN HEALTH ACCELERATOR TO IDENTIFY, EVALUATE AND MENTOR START-UP COMPANIES WITH NOVEL TECHNOLOGY FOR PREVENTING, DIAGNOSING AND TREATING HEART AND BRAIN-RELATED CONDITIONS. - THE ASSOCIATION'S LP(A) DISCOVERY PROJECT, SUPPORTED BY AN INVESTMENT OF $2.7 MILLION FROM NOVARTIS, GOT UNDERWAY TO DETERMINE CLINICAL STANDARDS FOR TREATING PATIENTS WITH HIGH LP(A) LEVELS, WHICH IS A RISK FACTOR FOR ATHEROSCLEROSIS. - THE ASSOCIATION AWARDED $2.1 MILLION IN GRANTS FOR SEVEN NEW RESEARCH PROJECTS EXPLORING "MIGRAINE AS A RISK FACTOR FOR STROKE AND CARDIOVASCULAR DISEASE." - THE RALPH L. SACCO SCHOLARSHIPS IN BRAIN HEALTH PROGRAM BEGAN ITS ANNUAL AWARDING OF TWO $150,000 SCHOLARSHIPS TO EARLY CAREER TRAINEES PURSUING A TWO-YEAR RESEARCH OR PUBLIC HEALTH SERVICE PROJECT FOCUSED ON PREVENTION OF BRAIN DISEASE AND/OR MAINTENANCE OF BRAIN HEALTH. - WITH FUNDING FROM THE DORIS DUKE FOUNDATION, THE ASSOCIATION AWARDED FOUR NEW SCIENTIFIC RESEARCH GRANTS TO EVALUATE HOW RACE, CONSIDERED A SOCIAL RATHER THAN A BIOLOGICAL CONSTRUCT, AFFECTS HEALTH RISK PREDICTION AS A VARIABLE IN ALGORITHMS.

    Expenses $226,982,769 · Grants $197,115,969 · Revenue $3,101,113

  • PROFESSIONAL EDUCATION RESEARCH, ADVANCES IN MEDICINE, AND GUIDELINES FOR BEST PRACTICES ARE MOST USEFUL WHEN MADE AVAILABLE TO SCIENTISTS AND HEALTHCARE PROFESSIONALS. THE AHA HOSTED MORE THAN A DOZEN SCIENTIFIC CONFERENCES INCLUDING SCIENTIFIC SESSIONS AND THE INTERNATIONAL STROKE CONFERENCE, AS WELL AS MEETINGS FOCUSED ON SPECIALTY AREAS. EACH OFFERED CONTINUING MEDICAL EDUCATION (CME) CREDITS, WHICH ARE ALSO AVAILABLE THROUGH AHA ONLINE LEARNING PROGRAMS. PROFESSIONAL EDUCATION CONTINUED - THE AMERICAN HEART ASSOCIATION CENTER FOR TELEHEALTH ANNOUNCED A NEW CERTIFICATION FOR HEALTH CARE PROFESSIONALS DESIGNED TO STANDARDIZE TRAINING AND INCREASE SKILLS AND COMPETENCIES IN TELEHEALTH STROKE CARE DELIVERY. THE CERTIFICATION IS SUPPORTED BY THE LEONA M. AND HARRY B. HELMSLEY CHARITABLE TRUST AND AVAILABLE THROUGH THE ASSOCIATION'S PROFESSIONAL EDUCATION HUB. - NEW GUIDELINES FROM THE ASSOCIATION AND THE AMERICAN COLLEGE OF CARDIOLOGY PROVIDE THE LATEST, EVIDENCE-BASED RECOMMENDATIONS FOR THE TREATMENT OF PATIENTS WITH HYPERTROPHIC CARDIOMYOPATHY AND PERIPHERAL ARTERY DISEASE. NEW GUIDELINES STRESS TIMELY DIAGNOSIS AND COORDINATED CARE FROM A MULTISPECIALTY TEAM TO HELP PREVENT AMPUTATION AND OTHER CARDIOVASCULAR COMPLICATIONS. - THE ASSOCIATION EXPANDED ITS POST-ACUTE CARE SUITE OF CERTIFICATION PROGRAMS TO INCLUDE SKILLED NURSING FACILITY STROKE REHABILITATION CERTIFICATION. MADE POSSIBLE BY THE LEONA M. AND HARRY B. HELMSLEY CHARITABLE TRUST POST-ACUTE STROKE CARE FUNDING INITIATIVE, THE PROGRAM ESTABLISHES A FRAMEWORK FOR EVALUATING FACILITIES BASED ON THE ASSOCIATION'S SCIENTIFIC GUIDELINES FOR STROKE REHABILITATION PATIENTS. - THE ASSOCIATION IN COLLABORATION WITH THE DELOITTE HEALTH EQUITY INSTITUTE AND THE SOCIETY FOR HUMAN RESOURCE MANAGEMENT FOUNDATION CREATED THE HEALTH EQUITY IN THE WORKFORCE EMPLOYER RESOURCE GUIDE WITH ACTIONABLE STRATEGIES, ECONOMIC INSIGHTS AND GUIDANCE ON MEASURING PROGRESS. - ABBOTT AWARDED $3 MILLION TO SUPPORT THE ASSOCIATION'S HEART FAILURE EDUCATION INITIATIVE, TO INFORM GENERAL CARDIOLOGISTS ON TREATMENT OPTIONS BEYOND GUIDELINE-DIRECTED MEDICAL THERAPY FOR ELIGIBLE HEART FAILURE PATIENTS, AND TO UNDERSTAND AND AMPLIFY MODELS FOR REFERRAL TO BEST-IN-CLASS PATIENT CARE.

    Expenses $156,569,365 · Grants $9,374,246 · Revenue $130,892,970

  • COMMUNITY SERVICES - THE ASSOCIATION AND DELTA DENTAL DEBUTED HEALTHY SMILES, HEALTHY HEARTS TO EDUCATE PATIENTS AND CLINICIANS ON THE CONNECTION BETWEEN HEART HEALTH AND ORAL HEALTH AND EXPAND PATIENTS' ACCESS TO EQUITABLE, INTEGRATED CARE. - TRUIST GRANTED $3 MILLION TO SUPPORT THE ASSOCIATION'S HEARTCORPS PROGRAM, AIMED AT GROWING THE PIPELINE OF PUBLIC HEALTH WORKERS IN RURAL COMMUNITIES NATIONWIDE BY PLACING PROFESSIONALS AT HOST SITES TO PROVIDE RESOURCES AND CARE TO PATIENTS LIVING WITH HYPERTENSION, DIABETES, NUTRITION INSECURITY AND MORE. - MERCK, THROUGH ITS MERCK FOR MOTHERS INITIATIVE, AWARDED $2 MILLION TO SUPPORT THE EXPANSION OF THE ASSOCIATION'S ADVANCING MATERNAL HEALTH EQUITY PROJECT TO IMPROVE POSTPARTUM SYSTEMS OF CARE RELATED TO CARDIOVASCULAR HEALTH AND EXPAND PROFESSIONAL EDUCATION AND TRAINING OPPORTUNITIES. - TO HELP STUDENTS MEET PHYSICAL ACTIVITY GUIDELINES FOR AMERICANS, STAY HEALTHY AND PERFORM THEIR BEST IN THE CLASSROOM, THE ASSOCIATION FUNDED GRANTS TO 64 ELEMENTARY, MIDDLE AND HIGH SCHOOLS TO ENHANCE THEIR WELLNESS PROGRAMS. - ENGAGING INDIVIDUALS FROM DIVERSE POPULATIONS TO INFORM THE RESEARCH PROCESS WAS THE IMPETUS FOR THE HEALTH EQUITY RESEARCH NETWORK (HERN), CO-FUNDED BY THE ASSOCIATION AND THE ROBERT WOOD JOHNSON FOUNDATION. RESEARCH INSTITUTIONS AND COMMUNITY-BASED ORGANIZATIONS Will FORM PARTNER HUBS RESPONSIBLE FOR RESEARCH QUESTION DEVELOPMENT, DESIGN, DATA COLLECTION, ANALYSES AND SHARING RESULTS IN RELATABLE WAYS WITH COMMUNITIES MOST AFFECTED BY HEALTH DISPARITIES. - THE ASSOCIATION CO-SPONSORED THE WORLD HEART FEDERATION'S FIRST WORLD CONGRESS ON RHEUMATIC HEART DISEASE, WHICH CONVENED RESEARCHERS, PRACTITIONERS, PATIENTS AND ADVOCATES TO ADDRESS DISEASE IMPACT IN LOW- TO MODERATE-INCOME COUNTRIES OF SUB-SAHARAN AFRICA, THE MIDDLE EAST AND THE WESTERN PACIFIC. - DURING THE 88TH ANNUAL SCIENTIFIC MEETING OF THE JAPANESE CIRCULATION SOCIETY, THE ASSOCIATION JOINED OTHER U.S. AND ASIA-PACIFIC CARDIOLOGY ASSOCIATIONS TO STRATEGIZE GLOBAL COLLABORATION TO IMPROVE CARDIOVASCULAR SYSTEMS OF CARE, ACCELERATE CLINICAL RESEARCH AND DEVELOP TOMORROW'S CARDIOVASCULAR LEADERS. - TO SUPPORT COMMUNITY-LED SOLUTIONS TO SOCIAL FACTORS NEGATIVELY IMPACTING HEALTH IN THE BAY AREA, THE ASSOCIATION ALLOCATED $1.1 MILLION TO THE SIX NONPROFIT ENTERPRISES WITH CONTRIBUTIONS FROM KAISER PERMANENTE AND THE ANNE WOJCICKI FOUNDATION. WITH THIS CYCLE OF FUNDING, THE ASSOCIATION'S BERNARD J. TYSON IMPACT FUND HAS INVESTED A COLLECTIVE $2.48 MILLION ACROSS THE BAY AREA. PUBLIC ADVOCACY - ASSOCIATION ADVOCACY SECURED, FUNDED OR DEFENDED MORE THAN 200 PUBLIC HEALTH POLICIES, INCLUDING 189 AT THE STATE AND COMMUNITY LEVELS. - HEALTH INSURANCE COVERAGE UNDER THE AFFORDABLE CARE ACT (ACA) OR MEDICAID REACHED A RECORD 45 MILLION SIGNUPS, MAKING HEALTH CARE AVAILABLE TO MILLIONS OF PREVIOUSLY UNINSURED AND UNDER-INSURED INDIVIDUALS AND PROTECTING PATIENTS WITH PREEXISTING CONDITIONS FROM BEING DENIED COVERAGE. THIS MILESTONE FOLLOWS NEARLY 15 YEARS OF ASSOCIATION ADVOCACY TO UPHOLD THE ACA. - ASSOCIATION ADVOCACY LED TO 40 STATES, INCLUDING WASHINGTON, D.C. EXPANDING MEDICAID ELIGIBILITY TO INDIVIDUALS AND FAMILIES WITH LOW INCOMES, EXPONENTIALLY INCREASING HEALTH CARE ACCESS FOR MILLIONS OF PEOPLE. - MORE THAN 200 GRASSROOTS ADVOCATES MET ON CAPITOL HILL TO URGE LAWMAKERS TO SUPPORT THE ACCESS TO AEDS ACT AND THE CARDIOMYOPATHY HEALTH, EDUCATION, AWARENESS, RESEARCH AND TRAINING IN SCHOOLS (HEARTS) ACT. BOTH BILLS WOULD ENABLE SCHOOLS TO DEVELOP CARDIAC EMERGENCY RESPONSE PLANS, PURCHASE AEDS AND RELATED EQUIPMENT, AND PROVIDE CPR AND AED TRAINING TO STUDENTS AND STAFF. - THE ASSOCIATION JOINED NATIONAL ADVOCACY ORGANIZATIONS ON CAPITOL HILL FOR THE RALLY FOR MEDICAL RESEARCH, CALLING ON CONGRESSIONAL MEMBERS TO INCREASE FUNDING FOR THE NATIONAL INSTITUTES OF HEALTH. - ADDRESSING THE SOCIAL AND ECONOMIC INJUSTICES THAT DEEPEN HEALTH DISPARITIES TOPPED THE AGENDA OF THE 2023 STATE OF BLACK HEALTH CONFERENCE IN SAN JUAN, PUERTO RICO. THE ASSOCIATION CO-SPONSORED THE EVENT. - POINT-OF-SALE MESSAGES WARNING OF THE DEADLY CONSEQUENCES OF SMOKING CIGARETTES WERE POSTED AT APPROXIMATELY 220,000 RETAIL STORES ACROSS THE NATION UNDER A FEDERAL COURT ORDER. THE SIGNS IMPLEMENT CORRECTIVE STATEMENTS TOBACCO COMPANIES WERE ORDERED TO MAKE IN 2006, WHEN A DISTRICT JUDGE RULED THAT THEY HAD DECEIVED THE PUBLIC ABOUT THE HEALTH HAZARDS OF SMOKING FOR 50 YEARS. - THE UNITED STATES DEPARTMENT OF AGRICULTURE RELEASED A FINAL RULE CAPPING ADDED SUGARS IN SCHOOL MEALS FOR THE FIRST TIME EVER - A MAJOR STRIDE IN HELPING CHILDREN ACHIEVE A MORE NUTRITIOUS DIET AND BETTER HEALTH. - CALIFORNIA GOVERNOR GAVIN NEWSOM SIGNED SENATE BILL 348 INTO LAW, MAKING HIS STATE THE FIRST TO ADOPT NEW FEDERAL NUTRITION GUIDELINES FOR REDUCING ADDED SALT AND SUGAR IN SCHOOL MEALS. THE ASSOCIATION WAS AMONG SEVERAL ORGANIZATIONS THAT SPONSORED THE BILL.

    Expenses $59,204,377 · Grants $4,608,251 · Revenue $48,565,122

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Joseph Wu

    PRESIDENT

    Total calculated
    $2,393
    From this org
    $2,393
    From related orgs
    $0
    Other
    $0
    Hours/week
    7

  • Keith Churchwell

    PRESIDENT-ELECT

    Total calculated
    $0
    Hours/week
    6

  • Lee Shapiro

    CHAIRPERSON-ELECT

    Total calculated
    $0
    Hours/week
    4

  • Linda Gooden

    TREASURER

    Total calculated
    $0
    Hours/week
    3

  • Marsha Jones

    CHAIRPERSON OF THE BOARD

    Total calculated
    $488
    From this org
    $488
    From related orgs
    $0
    Other
    $0
    Hours/week
    4

  • Michelle Albert

    IMMEDIATE PAST PRESIDENT

    Total calculated
    $8,274
    From this org
    $8,274
    From related orgs
    $0
    Other
    $0
    Hours/week
    7

  • Raymond Vara Jr

    IMMEDIATE PAST CHAIRPERSON

    Total calculated
    $6,308
    From this org
    $6,308
    From related orgs
    $0
    Other
    $0
    Hours/week
    3

  • Bertram Scott

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Bob Swan

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Cheryl Anderson

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Cheryl Pegus

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Donald Lloyd-Jones

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • James Postl

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • John Warner

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Jorge Saucedo

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Katie Miller-Smith

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Manesh Patel

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Marcella Roberts

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Mindy Grossman

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Regina Benjamin

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Robert Harrington

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Ron Haddock

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Shawn Dennis

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Svati Shah

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Tom Greco

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Cynthia Roberts

    CHIEF FINANCIAL OFFICER

    Total calculated
    $704,203
    From this org
    $626,868
    From related orgs
    $0
    Other
    $77,335
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $373,293
    Bonus
    $253,575
    Other
    $0
    Deferred
    $52,904
    Nontaxable benefits
    $24,431
    Filer's total
    $704,203

  • Larry D Cannon

    CAO/CORP SECRETARY

    Total calculated
    $1,202,898
    From this org
    $1,119,289
    From related orgs
    $0
    Other
    $83,609
    Hours/week
    50 + 2 related

    Schedule J breakdown matched by us

    Base
    $543,129
    Bonus
    $566,597
    Other
    $9,563
    Deferred
    $65,317
    Nontaxable benefits
    $18,292
    Filer's total
    $1,202,898

  • Nancy Brown

    CEO

    Total calculated
    $4,388,845
    From this org
    $4,306,864
    From related orgs
    $0
    Other
    $81,981
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $986,438
    Bonus
    $3,165,293
    Other
    $155,133
    Deferred
    $46,200
    Nontaxable benefits
    $35,781
    Filer's total
    $4,388,845

  • John Meiners

    CHIEF OF MISSION ALIGNED BUSINESS

    Total calculated
    $980,134
    From this org
    $915,642
    From related orgs
    $0
    Other
    $64,492
    Hours/week
    50 + 2 related

    Schedule J breakdown matched by us

    Base
    $472,784
    Bonus
    $414,390
    Other
    $28,468
    Deferred
    $46,200
    Nontaxable benefits
    $18,292
    Filer's total
    $980,134

  • Leslie Upton

    CHIEF OPERATING OFFICER

    Total calculated
    $1,265,910
    From this org
    $1,167,581
    From related orgs
    $0
    Other
    $98,329
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $570,499
    Bonus
    $597,082
    Other
    $0
    Deferred
    $80,037
    Nontaxable benefits
    $18,292
    Filer's total
    $1,265,910

  • Mariell Jessup

    CHIEF SCIENCE & MEDICAL OFFICER

    Total calculated
    $1,204,806
    From this org
    $1,137,290
    From related orgs
    $0
    Other
    $67,516
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $559,130
    Bonus
    $578,160
    Other
    $0
    Deferred
    $58,023
    Nontaxable benefits
    $9,493
    Filer's total
    $1,204,806

  • Eduardo Sanchez

    CHIEF MEDICAL OFFICER for prevention

    Total calculated
    $691,721
    From this org
    $614,013
    From related orgs
    $0
    Other
    $77,708
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $405,633
    Bonus
    $136,248
    Other
    $72,132
    Deferred
    $51,222
    Nontaxable benefits
    $26,486
    Filer's total
    $691,721

  • Kevin Harker

    EVP MIDWEST

    Total calculated
    $638,092
    From this org
    $556,799
    From related orgs
    $0
    Other
    $81,293
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $411,086
    Bonus
    $137,713
    Other
    $8,000
    Deferred
    $58,274
    Nontaxable benefits
    $23,019
    Filer's total
    $638,092

  • Laura Sol

    CHIEF OF STAFF TO THE CEO

    Total calculated
    $627,865
    From this org
    $552,540
    From related orgs
    $0
    Other
    $75,325
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $415,299
    Bonus
    $137,241
    Other
    $0
    Deferred
    $58,423
    Nontaxable benefits
    $16,902
    Filer's total
    $627,865

  • Nicole Aiello Sapio

    EVP Eastern States

    Total calculated
    $674,415
    From this org
    $599,566
    From related orgs
    $0
    Other
    $74,849
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $401,598
    Bonus
    $192,076
    Other
    $5,892
    Deferred
    $56,563
    Nontaxable benefits
    $18,286
    Filer's total
    $674,415

  • Paul Kalil

    EVP MISSION ADVANCEMENT

    Total calculated
    $624,534
    From this org
    $543,630
    From related orgs
    $0
    Other
    $80,904
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $395,243
    Bonus
    $141,440
    Other
    $6,947
    Deferred
    $56,404
    Nontaxable benefits
    $24,500
    Filer's total
    $624,534

  • Mitchell Elkind

    CHIEF CLINICAL SCIENCE OFFICER

    Total calculated
    $553,816
    From this org
    $505,988
    From related orgs
    $0
    Other
    $47,828
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $396,177
    Bonus
    $109,811
    Other
    $0
    Deferred
    $21,342
    Nontaxable benefits
    $26,486
    Filer's total
    $553,816

  • Rose Marie Robertson

    SCIENCE & MEDICAL OFFICER

    Total calculated
    $323,196
    From this org
    $274,452
    From related orgs
    $0
    Other
    $48,744
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $273,952
    Bonus
    $500
    Other
    $0
    Deferred
    $39,328
    Nontaxable benefits
    $9,416
    Filer's total
    $323,196

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 1a · First-class or charter travel
  • 1a · Travel for companions
  • 1a · Tax indemnification and gross-up payments
  • 1a · Health or social club dues or initiation fees
  • 1b · Written policy on the line-1a expenses
  • 2 · Substantiation required before reimbursing expenses
  • 3 · Compensation committee
  • 3 · Independent compensation consultant
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee
  • 4b · Supplemental nonqualified retirement plan

Answered no

  • 4a · Severance or change-of-control payment
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

Schedule J, Part I, Line 1a First-class or charter travel
Domestic FIRST CLASS TRAVEL IS LIMITED TO THE CEO, AND EXPENSES ARE REVIEWED BY THE CHIEF FINANCIAL OFFICER FOR REASONABLENESS. THE EXPENSES ARE NOT TREATED AS TAXABLE INCOME. Domestic FIRST CLASS TRAVEL MAY BE PROVIDED TO OFFICERS AND BOARD MEMBERS ON AN EXCEPTION BASIS WHEN BUSINESS NEEDS DICTATE.
Schedule J, Part I, Line 1a Travel for companions
TRAVEL TO A LIMITED NUMBER OF EVENTS AND FUNCTIONS MAY BE PROVIDED FOR SPOUSES OR COMPANIONS OF OFFICERS OF THE ORGANIZATION. AMOUNTS DEEMED TAXABLE INCOME ARE REPORTED AS SUCH WHEN APPLICABLE. During the reporting period, one officer and four board officers reported spousal or companion travel. All of the compensation reported in Part VII, Section A for board officers represents reimbursement for spousal or companion travel.
Schedule J, Part I, Line 1a Tax indemnification and gross-up payments
NANCY BROWN RECEIVED A GROSS UP PAYMENT FOR THE IMPUTED INCOME ON A TAXABLE FRINGE BENEFIT.
Schedule J, Part I, Line 1a Health or social club dues or initiation fees
THE ORGANIZATION MAKES MEMBERSHIP TO A LOCAL FITNESS CENTER AVAILABLE TO the Organization's CEO, Nancy Brown. This BENEFIT is TREATED AS TAXABLE INCOME.
Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan
AHA PROVIDES A 457(F) RETIREMENT RESTORATION PLAN TO CERTAIN MEMBERS OF SENIOR MANAGEMENT. WHILE AHA EMPLOYEES ARE GENERALLY ELIGIBLE TO PARTICIPATE IN THE QUALIFIED RETIREMENT PLAN AND THE 403(B) PLAN, CONTRIBUTIONS BY AHA TO THE QUALIFIED RETIREMENT PLAN AND THE 403(B) PLAN ARE CAPPED PURSUANT TO IRS REGULATIONS. UNDER THE RETIREMENT RESTORATION PLAN, AHA IS ALLOWED TO MAKE CONTRIBUTIONS BASED ON THE AMOUNT A PARTICIPANT WOULD HAVE BEEN ALLOWED TO RECEIVE IF THE RETIREMENT CONTRIBUTIONS BY AHA WERE NOT CAPPED. THE RETIREMENT RESTORATION PLAN SEEKS TO MAKE WHOLE, UPON A SPECIFIED VESTING DATE, THOSE PARTICIPANTS WHOSE COMPENSATION IS SUCH THAT THE ALLOWABLE QUALIFIED RETIREMENT CONTRIBUTION IS CAPPED DURING THEIR SERVICE TO AHA. ONCE A PARTICIPANT IS VESTED, THE RESTORATION PLAN BALANCE (THAT ACCUMULATED OVER MANY YEARS AND INCLUDES GAINS/LOSSES FROM THE MARKET) IS PAID OUT TO THE PARTICIPANT IN A LUMP SUM. AFTER THE PARTICIPANT HAS PASSED HIS OR HER VESTING DATE, ANY CONTRIBUTION THAT WOULD HAVE BEEN MADE TO THE RESTORATION PLAN IS PAID TO THE EMPLOYEE ON A MONTHLY BASIS. THE PAYMENTS ARE CONSIDERED EARNED INCOME WITH APPLICABLE TAXES WITHHELD. IF THE EMPLOYEE LEAVES AHA PRIOR TO REACHING HIS OR HER VESTING DATE, THE ACCOUNT BALANCE IS FORFEITED. DURING THE CALENDAR YEAR, SOME ELIGIBLE PARTICIPANTS IN AHA'S RETIREMENT RESTORATION PLAN HAD PREVIOUSLY REACHED THEIR VESTING DATE AND RECEIVED LUMP SUM PAYMENTS FROM THE PLAN. THOSE VESTED IN PREVIOUS YEARS RECEIVED THE FOLLOWING AMOUNTS: NANCY BROWN, $91,758 and JOHN MEINERS, $20,704. EDUARDO SANCHEZ vested in the restoration retirement plan in 2023 and received the following amount: $72,132.

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

The 10 largest by cash amount. The API serves every itemized grant.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Disregarded entities

Part I: entities that legally are the filer and file no return of their own.

  • AMHAS LLC

    Investment · DE · income $455,429 · assets $118,216,042

    Directly controlled by AHA

  • BrightTorch Ventures LLC

    INVESTMENT · DE · income $3,335,123 · assets $5,566,047

    Directly controlled by AHA

Related partnerships

Part III: related organizations taxable as a partnership, with the filer's share.

  • RQI PARTNERS LLC

    Related · Training Solutions · DE · 51% owned · share of income $271,807 · share of assets $44,648,132

    Directly controlled by AHA

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

  • VARIOUS PERPETUAL TRUSTS (42)

    Trust · FIDUCIARY · TX

    Directly controlled by NA

  • VARIOUS CHARITABLE RMDR TRUSTS (6)

    Trust · FIDUCIARY · TX

    Directly controlled by NA

  • HEARTCENTRAL INC

    C Corporation · INACTIVE · DE · 100% owned · share of income $0 · share of assets $0 · controlled entity

    Directly controlled by AHA

  • Healthcare Quality Systems

    C Corporation · TRAINING SOLUTIONS · SA · 100% owned · share of income $1,281,073 · share of assets $1,156,599 · controlled entity

    Directly controlled by HEALTHCARE QUALITY AND RESEARCH SYSTEMS

  • Healthcare Quality Systems

    C Corporation · TRAINING SOLUTIONS · AE · 100% owned · share of income $1,008,025 · share of assets $1,213,979 · controlled entity

    Directly controlled by HEALTHCARE QUALITY AND RESEARCH SYSTEMS

Provenance

Return type
form_990
Tax year
2023
Filed
11 March 2025
IRS schema version
2023v6.0
Source object
202520709349300327

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

The source document this was parsed from is served over the API, which is where bulk and document access live.