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Nonprofiteer
← AMERICAN HEART ASSOCIATION INC

Form 990 for tax year 2022

Filed by AMERICAN HEART ASSOCIATION INC.

Totals

Total revenue
$925,828,648
Total expenses
$862,517,013
Contributions and grants received
$647,447,749
Grants paid
$183,274,062
Program service revenue
$68,717,409
Investment income
$48,079,967
Other revenue
$161,583,523
Total assets, end of year
$1,790,168,039
Total liabilities, end of year
$543,660,066
Net assets or fund balances, end of year
$1,246,507,973
Program services expenses (Part IX)
$673,845,685
Management and general expenses
$90,949,453
Fundraising expenses
$97,721,875
Program service expenses (Part III)
$673,845,685

Program services were 78.1% 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

    $1,369,549

  • 1c · Fundraising events

    $277,947,628

  • 1e · Government grants (contributions)

    $20,725,759

  • 1f · All other contributions, gifts and grants

    $347,404,813

  • 1g · Noncash contributions included above

    $30,738,889

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

    total $24,190,951 · related or exempt $24,190,951

  • 2b · Program service revenue: CONFERENCES & SEMINARS

    total $15,600,507 · related or exempt $15,600,507

  • 2c · Program service revenue: EDITORIAL REVENUE

    total $6,197,500 · related or exempt $6,197,500

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

    total $6,312,462 · related or exempt $6,312,462

  • 2e · Program service revenue: Hospital Accreditation

    total $4,768,613 · related or exempt $4,768,613

  • 2f · All other program service revenue

    total $11,647,376 · related or exempt $11,647,376 · unrelated business $0 · excluded $0

  • 3 · Investment income

    total $29,967,501 · unrelated business $15,730 · excluded $29,951,771

  • 5 · Royalties

    total $66,512,894 · excluded $66,512,894

  • 6a · Gross rents

    real property $531,340

  • 6b · Less rental expenses

    real property $38,961

  • 6c · Rental income or loss

    real property $492,379 · personal property $0

  • 6d · Net rental income or loss

    total $492,379 · excluded $492,379

  • 7a · Gross sales of assets other than inventory

    securities $223,132,565 · other assets $15,346,705

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

    securities $214,776,768 · other assets $5,590,036

  • 7c · Gain or loss

    securities $8,355,797 · other assets $9,756,669

  • 7d · Net gain or loss

    total $18,112,466 · excluded $18,112,466

  • 8a · Fundraising events: gross income

    $18,233,770

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

    $277,947,628

  • 8b · Fundraising events: direct expenses

    $36,098,573

  • 8c · Net income from fundraising events

    total -$17,864,803 · excluded -$17,864,803

  • 9a · Gaming: gross income

    $75,656

  • 9b · Gaming: direct expenses

    $0

  • 9c · Net income from gaming

    total $75,656 · excluded $75,656

  • 10a · Gross sales of inventory

    $116,563,537

  • 10b · Cost of goods sold

    $8,780,580

  • 10c · Net income from sales of inventory

    total $107,782,957 · related or exempt $107,782,957

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

    total $5,009,379 · related or exempt $5,009,379

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

    total $312,297 · excluded $312,297

  • 11c · Other revenue: Loss on Uncoll Acct

    total -$1,709,036 · excluded -$1,709,036

  • 11d · All other revenue

    total $971,800 · related or exempt $0 · unrelated business $110,525 · excluded $861,275

  • 11e · Other revenue, total

    $4,584,440

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $180,500,672 · program services $180,500,672

  • 2 · Grants to domestic individuals

    total $1,326,791 · program services $1,326,791

  • 3 · Grants to foreign organizations and individuals

    total $1,446,599 · program services $1,446,599

  • 5 · Compensation of officers, directors and key employees

    total $9,261,190 · management and general $9,261,190

  • 6 · Compensation of disqualified persons

    total $786,835 · management and general $786,835

  • 7 · Other salaries and wages

    total $300,508,991 · program services $210,678,585 · management and general $42,480,927 · fundraising $47,349,479

  • 8 · Pension plan contributions

    total $27,391,467 · program services $19,353,788 · management and general $3,705,208 · fundraising $4,332,471

  • 9 · Other employee benefits

    total $35,698,491 · program services $24,757,861 · management and general $5,411,670 · fundraising $5,528,960

  • 10 · Payroll taxes

    total $21,035,349 · program services $14,404,114 · management and general $3,472,366 · fundraising $3,158,869

  • 11b · Fees: legal

    total $2,213,609 · program services $904,936 · management and general $1,280,813 · fundraising $27,860

  • 11c · Fees: accounting

    total $988,479 · management and general $988,479

  • 11d · Fees: lobbying

    total $3,899,840 · program services $3,899,840

  • 11e · Fees: professional fundraising services

    total $78,095 · fundraising $78,095

  • 11f · Fees: investment management

    total $3,394,298 · management and general $3,394,298

  • 11g · Fees: other

    total $68,398,701 · program services $57,730,213 · management and general $2,422,745 · fundraising $8,245,743

  • 12 · Advertising and promotion

    total $15,565,004 · program services $15,565,004

  • 13 · Office expenses

    total $59,676,487 · program services $45,096,085 · management and general $1,855,657 · fundraising $12,724,745

  • 14 · Information technology

    total $27,383,804 · program services $19,882,548 · management and general $3,356,768 · fundraising $4,144,488

  • 15 · Royalties

    total $110,430 · program services $110,430

  • 16 · Occupancy

    total $15,290,344 · program services $11,282,738 · management and general $1,558,439 · fundraising $2,449,167

  • 17 · Travel

    total $15,165,078 · program services $9,819,955 · management and general $2,582,467 · fundraising $2,762,656

  • 19 · Conferences, conventions and meetings

    total $31,548,995 · program services $27,945,299 · management and general $1,874,425 · fundraising $1,729,271

  • 20 · Interest

    total $13,309 · management and general $13,309

  • 22 · Depreciation, depletion and amortization

    total $17,002,183 · program services $14,009,221 · management and general $1,377,379 · fundraising $1,615,583

  • 23 · Insurance

    total $1,142,577 · program services $158,360 · management and general $980,914 · fundraising $3,303

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

    total $11,147,948 · program services $5,022,994 · management and general $2,896,670 · fundraising $3,228,284

  • 24b · Other expenses: MEMBERSHIP DUES

    total $1,641,936 · program services $1,084,766 · management and general $450,705 · fundraising $106,465

  • 24c · Other expenses: BAD DEBT EXPENSE

    total $883,621 · program services $675,096 · management and general $18,842 · fundraising $189,683

  • 24d · Other expenses: UBI Taxes

    total $40,627 · program services $40,627

  • 24e · All other expenses

    total $8,975,263 · program services $8,149,163 · management and general $779,347 · fundraising $46,753

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

    total $227,434,114 · program services $154,774,068 · management and general $17,748,690 · fundraising $54,911,356

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $67,692,284 · end of year $141,642,335

  • 2 · Savings and temporary cash investments

    beginning of year $23,970,930 · end of year $140,965,919

  • 3 · Pledges and grants receivable

    beginning of year $245,656,251 · end of year $268,747,480

  • 4 · Accounts receivable

    beginning of year $44,779,588 · end of year $48,829,614

  • 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 $7,860,157 · end of year $7,583,170

  • 9 · Prepaid expenses and deferred charges

    beginning of year $10,054,490 · end of year $11,910,398

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

    $172,922,646

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

    $109,133,487

  • 10c · Land, buildings and equipment, net

    beginning of year $64,399,681 · end of year $63,789,159

  • 11 · Investments: publicly traded securities

    beginning of year $789,468,458 · end of year $726,982,854

  • 12 · Investments: other securities

    beginning of year $106,643,369 · end of year $116,176,781

  • 13 · Investments: program-related

    beginning of year $6,856,227 · end of year $10,677,298

  • 15 · Other assets

    beginning of year $219,061,193 · end of year $252,863,031

  • 17 · Accounts payable and accrued expenses

    beginning of year $86,908,689 · end of year $100,642,888

  • 18 · Grants payable

    beginning of year $314,951,339 · end of year $347,922,372

  • 19 · Deferred revenue

    beginning of year $38,790,009 · end of year $37,872,053

  • 22 · Loans and payables to officers and key people

    beginning of year $0 · end of year $0

  • 25 · Other liabilities

    beginning of year $33,585,918 · end of year $57,222,753

  • 27 · Net assets without donor restrictions

    beginning of year $491,740,674 · end of year $550,567,821

  • 28 · Net assets with donor restrictions

    beginning of year $620,465,999 · end of year $695,940,152

Mission and programs · 2022

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 2022-23, THE ASSOCIATION'S PUBLIC EDUCATION EFFORTS PROVIDED MILLIONS OF PEOPLE IMPORTANT INFORMATION ABOUT CARDIOVASCULAR HEALTH. PUBLIC/CONSUMER EDUCATION CONTINUED - THE AHA IGNITED THE NATION OF LIFESAVERS MOVEMENT WITH BUFFALO BILLS SAFETY AND CHASING M'S FOUNDER DAMAR HAMLIN AS the NATIONAL AMBASSADOR, TO TURN BYSTANDERS INTO LIFESAVERS THROUGH COMMUNITY CPR AND AED TRAINING EVENTS. - THE AMERICAN STROKE ASSOCIATION, A DIVISION OF THE AMERICAN HEART ASSOCIATION, UNVEILED A DIGITAL TOOL THAT ENGAGES USERS IN A SIMULATED STROKE EXPERIENCE. THE PURPOSE IS TO HELP PEOPLE RECOGNIZE THE WARNING SIGNS OF A STROKE AND TO ACT F.A.S.T. TO IMPROVE THE CHANCES OF SURVIVAL: FACE DROOPING, ARM WEAKNESS, SPEECH DIFFICULTIES, AND TIME TO CALL 911. A SELFIE FEATURE SHOWS USERS WHAT THEIR FACE MIGHT LOOK LIKE IF THEY WERE HAVING A STROKE. There is also AN INTERACTIVE GAME that HELPS THEM SPOT A STROKE IN OTHERS. - THE HEART-BRAIN CONNECTION IS THE IMPETUS FOR GETTING TO THE HEART OF STROKE, AN INITIATIVE TO PREVENT STROKES AND IMPROVE STROKE CARE. DEVELOPED BY THE AMERICAN HEART ASSOCIATION, HCA HEALTHCARE, INC. AND HCA HEALTHCARE FOUNDATION, THE INITIATIVE FOCUSES ON ACCREDITED CLINICAL TRAINING, COMMUNITY EDUCATION AS WELL AS DIAGNOSIS AND TREATMENT. - WITH WOMEN IN CARDIAC ARREST LESS LIKELY THAN MEN TO RECEIVE BYSTANDER CPR DUE TO UNFOUNDED FEARS AROUND CAUSING PHYSICAL HARM, THE AHA'S HEALTHCARE BUSINESS SOLUTIONS AND MARKETING COMMUNICATIONS TEAMS CREATED AN ANIMATED VIDEO DEMONSTRATING PROPER CPR TECHNIQUE.

    Expenses $295,834,417 · Grants $14,067,964 · Revenue $6,785,388

  • 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 BILLION IN RESEARCH, MAKING US THE LARGEST PRIVATE, NOT-FOR-PROFIT FUNDER OF CARDIOVASCULAR AND CEREBROVASCULAR RESEARCH. RESEARCH SPENDING FOR FISCAL-YEAR 2022/23 WAS $183 MILLION, OR 18%, AND RESEARCH AWARDS FOR THE YEAR TOTALED $157.1 MILLION. SCIENCE AND TECHNOLOGY CONTINUED - IN COLLABORATION WITH THE ROCKEFELLER FOUNDATION AND OTHER ORGANIZATIONS, THE AHA LAUNCHED THE FOOD IS MEDICINE INITIATIVE (later renamed to Health Care by Food Initiative), WHICH AIMS TO PROVIDE LARGE-SCALE CLINICAL EVIDENCE FOR EXPANDING HEALTHY FOOD ACCESS AS A COVERED MEDICAL BENEFIT TO HELP PREVENT AND MANAGE CHRONIC DISEASE. PROGRESS SINCE THE 2022 ANNOUNCEMENT AT THE WHITE HOUSE CONFERENCE ON HUNGER, NUTRITION, AND HEALTH INCLUDES MOBILIZING $90 MILLION TOWARD A $250 MILLION COMMITMENT. - WITH PEOPLE LIVING IN RURAL AMERICA EXPERIENCING A 40% HIGHER RISK OF HEART DISEASE AND A 30% HIGHER RISK OF STROKE COMPARED TO THEIR URBAN COUNTERPARTS, THE AHA FUNDED $20 MILLION TO ESTABLISH THE HEALTH EQUITY RESEARCH NETWORK ON IMPROVING ACCESS TO CARE AND OTHER HEALTH INEQUITIES IN RURAL AMERICA. - MORTALITY RATES RELATED TO PREGNANCY AND CHILDBIRTH ARE 2.6 TIMES HIGHER AMONG BLACK WOMEN COMPARED WITH WHITE WOMEN, PROMPTING THE AHA TO INVEST $20 MILLION TO LAUNCH THE HEALTH EQUITY RESEARCH NETWORK ON DISPARITIES IN MATERNAL-INFANT HEALTH OUTCOMES. - THE AHA ANNOUNCED A $4 MILLION GRANT TO ADD A SIXTH SCIENTIFIC RESEARCH CENTER TO ITS STRATEGICALLY FOCUSED RESEARCH NETWORK ON THE SCIENCE OF DIVERSITY IN CLINICAL TRIALS, BRINGING TOTAL FUNDING TO $24 MILLION. THE NEW CENTER, LED BY RESEARCHERS AT JOHNS HOPKINS UNIVERSITY AND MORGAN STATE UNIVERSITY, IS MADE POSSIBLE THROUGH FINANCIAL SUPPORT FROM CARE ACCESS AND THE BRIDGE INITIATIVE. - TO EXPLORE THE CAUSES OF CHRONIC STRESS AT THE MOLECULAR LEVEL AND ITS IMPACT ON HEART HEALTH, THE AHA FUNDED $15 MILLION TO ESTABLISH THE STRATEGICALLY FOCUSED RESEARCH NETWORK ON BIOLOGIC PATHWAYS OF CHRONIC PSYCHOSOCIAL STRESSORS ON CARDIOVASCULAR HEALTH. - AS PART OF ITS SECOND CENTURY OF SCIENCE INITIATIVE, THE AHA AWARDED 11 GRANTS TOTALING $20 MILLION TO MORE THAN 100 SCIENTISTS RESEARCHING HEART DISEASE AND STROKE. THE FINANCIAL AWARDS, ANNOUNCED AS THE AHA PREPARES FOR ITS 100TH ANNIVERSARY IN 2024, WILL BE FUNDED THROUGH JUNE 30, 2026. - THE AHA COLLABORATED WITH NORTHWESTERN MEDICINE, THROUGH THE NIH-FUNDED RHYTHM EVALUATION FOR ANTICOAGULATION (REACT-AF) TRIAL, TO DETERMINE IF NOVEL STRATEGIES USING APPLE WATCH ARE AS EFFECTIVE AS STANDARD OF CARE FOR TREATING ATRIAL FIBRILLATION (AFIB). THE TRIAL WILL INCORPORATE THE USE OF AN APP ON APPLE WATCH TO MONITOR AFIB TO REDUCE PATIENTS' CONTINUOUS AND LIFELONG RELIANCE ON BLOOD-THINNING MEDICATION. - APPROXIMATELY 1 IN 5 AMERICANS HAS HIGH LEVELS OF LP(A) - A RISK FACTOR FOR ATHEROSCLEROSIS - BUT THERE ARE NO STANDARDS FOR DIAGNOSIS OR RISK ASSESSMENT, AND NO TARGETED TREATMENTS. THE AHA'S LP(A) DISCOVERY PROJECT, SUPPORTED BY NOVARTIS PHARMACEUTICALS CORPORATION, AIMS TO CHANGE THIS THROUGH A NEW SCREENING MEASURE AND QUALITY IMPROVEMENT INTERVENTIONS. THE PROJECT WILL ENGAGE THE SIX HEALTH SYSTEMS CURRENTLY INVOLVED IN THE AHA'S INTEGRATED ASCVD MANAGEMENT INITIATIVE PLUS 10 NEW SITES TO TEST AND PILOT IMPROVEMENTS.

    Expenses $182,800,726 · Grants $157,055,162 · Revenue $2,990,521

  • Withheld by Nonprofiteer: this text may name a private individual.

    Expenses $141,162,846 · Grants $7,175,993 · Revenue $124,937,966

  • COMMUNITY SERVICES - TO SUPPORT COMMUNITY-LED SOLUTIONS TO SOCIAL FACTORS NEGATIVELY IMPACTING HEALTH IN THE BAY AREA, THE AHA ALLOCATED $1.1 MILLION TO THE FOLLOWING ENTERPRISES WITH CONTRIBUTIONS FROM KAISER PERMANENTE AND THE ANNE WOJCICKI FOUNDATION: - FARMING HOPE IS A GARDEN-TO-TABLE JOB TRAINING NONPROFIT THAT WORKS WITH INDIVIDUALS WHO ARE OVERCOMING MAJOR BARRIERS TO EMPLOYMENT. - FIREBRAND IS A MISSION-BASED BAKERY THAT HIRES RETURNING CITIZENS AND FORMERLY HOMELESS INDIVIDUALS. - GROWING TOGETHER IS A NONPROFIT that PROMOTES HEALTHY SCHOOL COMMUNITIES THROUGH TEACHING GARDENS AND INCREASING ACCESS TO FRESH FOOD. - SABA GROCERS IS A NONPROFIT BUILDING A MORE EQUITABLE FOOD SYSTEM BY ACTIVATING SMALL, IMMIGRANT-OWNED CORNER STORES AS HEALTHY FOOD ACCESS POINTS. - SOBER SIDEKICK IS A DIGITAL COMPANY POWERING COMMUNITY-DRIVEN BEHAVIORAL CHANGE BASED ON THE CONCEPT THAT 'THE OPPOSITE OF ADDICTION IS CONNECTION.' - URBAN ED ACADEMY IS A BLACK-LED NONPROFIT WITH THE MISSION OF BUILDING EDUCATIONAL EQUITY THROUGH REPRESENTATIVE LEADERSHIP IN AND AROUND SCHOOLS. WITH THIS CYCLE OF FUNDING, THE AHA'S BERNARD J. TYSON IMPACT FUND HAS INVESTED A COLLECTIVE $2.48 MILLION ACROSS THE BAY AREA. - NEARLY THREE YEARS SINCE ITS LAUNCH TO IMPROVE HEALTH OUTCOMES IN BLACK, HISPANIC AND INDIGENOUS COMMUNITIES, THE NATIONAL HYPERTENSION CONTROL INITIATIVE (NHCI) IS MAKING PROGRESS IN ACHIEVING THE GOAL OF SUSTAINED OPTIMAL BLOOD PRESSURE FOR PATIENTS IN 350 FEDERALLY QUALIFIED COMMUNITY HEALTH CENTERS. CREATED BY THE AHA WITH SUPPORT FROM THE OFFICE OF MINORITY HEALTH AND THE HEALTH RESOURCES AND SERVICES ADMINISTRATION BUREAU OF PRIMARY HEALTH CARE, NHCI ADDRESSES HEALTH DISPARITIES EXPOSED BY THE COVID-19 PANDEMIC. - IN NORTHWEST ARKANSAS, LIFESTYLE RX IS A COLLABORATION WITH THREE COMMUNITY CLINIC SCHOOL-BASED HEALTH SITES TO ADDRESS NUTRITION INSECURITY AND IMPROVE HEALTH OUTCOMES. PROVIDERS "PRESCRIBE" VOUCHERS FOR BOXES OF FRESH, LOCALLY GROWN FRUITS AND VEGETABLES ALONG WITH NUTRITIONAL COUNSELING AND HEART-HEALTHY RECIPES FROM THE AHA. EXERCISE RECOMMENDATIONS AND REFERRALS TO FEDERAL FOOD ASSISTANCE PROGRAMS, INCLUDING SNAP AND WIC, ROUND OUT THE OFFERINGS. - THE AHA'S NEW EMPOWERED INNOVATION ACADEMY PROVIDES TRAINING TOOLS FOR SOCIAL ENTREPRENEURS AND HEALTH EQUITY INNOVATORS TO ADDRESS STRUCTURAL RACISM AND OTHER SOCIAL FACTORS IMPACTING HEALTH IN THEIR URBAN AND RURAL COMMUNITIES. TRAINING CONCEPTS INCLUDE PROTOTYPING, DESIGN, BRAND STORYTELLING AND MORE. THE EXPERIENCE PREPARES PARTICIPANTS FOR THE AHA'S REGIONAL AND NATIONAL EMPOWERED TO SERVE BUSINESS ACCELERATORS, WHICH HAVE AWARDED GRANTS TOTALING MORE THAN $1.1 MILLION. PUBLIC ADVOCACY - AMERICAN HEART ASSOCIATION ADVOCACY TEAM COMPLETED FISCAL YEAR 2022-23 WITH MORE THAN 200 POLICY WINS ACROSS EVERY LEVEL OF GOVERNMENT. AMONG THEM WERE 189 FIELD VICTORIES INCLUDING MEDICAID EXPANSION IN NORTH CAROLINA AND SOUTH DAKOTA, BRINGING THE TOTAL TO 40 STATES AND THE DISTRICT OF COLUMBIA. MEDICAID COVERAGE ALSO WAS EXTENDED FROM 60 DAYS TO 12 MONTHS FOR PREGNANT INDIVIDUALS, NOW ADOPTED IN MORE THAN 40 STATES. - ADVOCATES AND VOTERS SUPPORTED MANY STATE BALLOT INITIATIVES PROMOTING HEALTH ACROSS THE COUNTRY. PROPOSITION 3 ENDED THE SALE OF MOST FLAVORED TOBACCO PRODUCTS, INCLUDING MENTHOL, IN CALIFORNIA. NEW MEXICO VOTERS PASSED AMENDMENT I, INCREASING FUNDING FOR EARLY CHILDHOOD CARE AND EDUCATION SERVICES. Additionally, PROPOSITIONS PROVIDING HEALTHY SCHOOL MEALS FOR ALL PUBLIC-SCHOOL STUDENTS PASSED IN COLORADO, MASSACHUSETTS, NEW YORK, MINNESOTA AND NEW MEXICO STATE LEGISLATURES. - IT WAS ALSO A BUSY YEAR IN WASHINGTON, D.C., WITH 22 FEDERAL SUCCESSES, INCLUDING: LEGACY IRA ACT - A MODIFIED VERSION OF THE LEGACY IRA ACT PASSED, ENHANCING AND EXPANDING OPPORTUNITIES FOR SENIORS TO SUPPORT CHARITIES USING THEIR RETIREMENT ASSETS. CAROL ACT - THE BIPARTISAN CARDIOVASCULAR ADVANCES IN RESEARCH AND OPPORTUNITIES LEGACY (CAROL) ACT BECAME LAW, PRIORITIZING RESEARCH ON VALVULAR HEART DISEASE, WHICH CLAIMS APPROXIMATELY 25,000 LIVES EACH YEAR. NO SURPRISES ACT - FINAL RULES IN THE NO SURPRISES ACT SOLIDIFIED PATIENT PROTECTIONS AGAINST UNEXPECTED MEDICAL BILLS RESULTING FROM PAYMENT DISPUTES BETWEEN PROVIDERS AND INSURERS. TELEHEALTH FLEXIBILITIES - CONGRESS PASSED A SPENDING BILL THAT EXTENDS PANDEMIC FLEXIBILITIES, ALLOWING MILLIONS OF PATIENTS TO BENEFIT FROM TELEHEALTH SERVICES THROUGH DECEMBER 2024. - UNDER A FEDERAL COURT ORDER, ALTRIA AND ITS PHILIP MORRIS USA SUBSIDIARY, R.J. REYNOLDS AND ITG BRANDS, POSTED SIGNS NEAR CIGARETTE DISPLAYS AT U.S. STORES ABOUT THE HEALTH RISKS OF SMOKING. THE SIGNS IMPLEMENT THE CORRECTIVE STATEMENTS THAT THESE TOBACCO COMPANIES WERE FIRST ORDERED TO MAKE IN 2006, WHEN U.S. DISTRICT JUDGE GLADYS KESSLER RULED THAT THEY HAD DECEIVED THE PUBLIC ABOUT THE HEALTH HAZARDS OF SMOKING FOR MORE THAN 50 YEARS. THE SIGNS MUST REMAIN UP THROUGH JUNE 30, 2025. - TOGETHER WITH CONGRESSWOMAN SHEILA CHERFILUS-MCCORMICK (D-FL) AND HER TEAM, THE AHA CONVENED SURVIVORS, POLICYMAKERS AND HEALTH ADVOCATES ON CAPITOL HILL TO SUPPORT THE ACCESS TO AEDS ACT. THE BIPARTISAN BILL WOULD ESTABLISH A GRANT FOR K-12 SCHOOLS TO DEVELOP CARDIAC EMERGENCY RESPONSE PLANS THAT INCLUDE PURCHASE OF AUTOMATED EXTERNAL DEFIBRILLATORS (AEDS) AND CPR/AED TRAINING. - KENTUCKY GOV. ANDY BESHEAR SIGNED HOUSE BILL 331 - CO-SPONSORED BY REP. KIMBERLY MOSER AND REP. RUTH ANN PALUMBO - REQUIRING AN AED IN EVERY MIDDLE AND HIGH SCHOOL BUILDING AND AT ALL SCHOOL-SPONSORED EVENTS. ADDITIONALLY, STAFF AND COACHES MUST RECEIVE AED TRAINING, AND ALL COACHES MUST BE CPR-CERTIFIED. - IRVING BECAME THE 106TH CITY IN TEXAS TO ENACT A COMPREHENSIVE SMOKE-FREE ORDINANCE THAT PROHIBITS SMOKING AND VAPING WHERE FOOD AND DRINKS ARE SERVED. THIS IS THE LATEST OF MORE THAN 80 COMPREHENSIVE SMOKE-FREE ORDINANCES THAT THE AHA'S SOUTHWEST POLICY TEAM HAS HELPED TO SECURE SINCE 2014.

    Expenses $54,047,696 · Grants $4,974,943 · Revenue $46,795,870

As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here. A text marked withheld matched a screen for wording that may name a private individual, such as an honorific or "in memory of". Most of what it withholds names no one; it is withheld so that what does is never shown.

Listed in Part VII

  • Bertram Scott

    IMMEDIATE PAST CHAIRMAN

    Total calculated
    $0
    Hours/week
    3

  • Donald Lloyd-Jones

    IMMEDIATE PAST PRESIDENT

    Total calculated
    $0
    Hours/week
    7

  • Joseph Wu

    PRESIDENT ELECT

    Total calculated
    $0
    Hours/week
    6

  • Lee Shapiro

    TREASURER

    Total calculated
    $0
    Hours/week
    3

  • Marsha Jones

    CHAIRMAN-ELECT

    Total calculated
    $0
    Hours/week
    4

  • Michelle Albert

    PRESIDENT

    Total calculated
    $2,367
    From this org
    $2,367
    From related orgs
    $0
    Other
    $0
    Hours/week
    7

  • Raymond Vara Jr

    CHAIRMAN OF THE BOARD

    Total calculated
    $0
    Hours/week
    4

  • 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

  • Douglas Boyle

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Ileana Pina

    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

  • Keith Churchwell

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Linda Gooden

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Marcella Roberts

    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

  • Thomas Pina Windsor

    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
    $627,300
    From this org
    $554,110
    From related orgs
    $0
    Other
    $73,190
    Hours/week
    50 + 2 related

    Schedule J breakdown matched by us

    Base
    $357,239
    Bonus
    $196,871
    Other
    $0
    Deferred
    $50,730
    Nontaxable benefits
    $22,460
    Filer's total
    $627,300

  • Larry D Cannon

    CAO/CORP SECRETARY

    Total calculated
    $1,093,912
    From this org
    $1,020,737
    From related orgs
    $0
    Other
    $73,175
    Hours/week
    50 + 2 related

    Schedule J breakdown matched by us

    Base
    $506,053
    Bonus
    $506,447
    Other
    $8,237
    Deferred
    $56,305
    Nontaxable benefits
    $16,870
    Filer's total
    $1,093,912

  • Nancy Brown

    CEO

    Total calculated
    $4,145,055
    From this org
    $4,069,422
    From related orgs
    $0
    Other
    $75,633
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $934,163
    Bonus
    $2,994,278
    Other
    $140,981
    Deferred
    $42,700
    Nontaxable benefits
    $32,933
    Filer's total
    $4,145,055

  • John Meiners

    CHIEF OF MISSION ALIGNED BUSINESS

    Total calculated
    $802,863
    From this org
    $743,293
    From related orgs
    $0
    Other
    $59,570
    Hours/week
    50 + 2 related

    Schedule J breakdown matched by us

    Base
    $458,428
    Bonus
    $263,014
    Other
    $21,851
    Deferred
    $42,700
    Nontaxable benefits
    $16,870
    Filer's total
    $802,863

  • Leslie Upton

    CHIEF OPERATING OFFICER

    Total calculated
    $1,187,544
    From this org
    $1,093,834
    From related orgs
    $0
    Other
    $93,710
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $544,739
    Bonus
    $549,095
    Other
    $0
    Deferred
    $76,840
    Nontaxable benefits
    $16,870
    Filer's total
    $1,187,544

  • Mariell Jessup

    CHIEF SCIENCE & MEDICAL OFFICER

    Total calculated
    $1,131,559
    From this org
    $1,069,478
    From related orgs
    $0
    Other
    $62,081
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $536,376
    Bonus
    $533,102
    Other
    $0
    Deferred
    $53,271
    Nontaxable benefits
    $8,810
    Filer's total
    $1,131,559

  • Jeremy Beauchamp

    EVP SOUTHEAST

    Total calculated
    $673,931
    From this org
    $596,273
    From related orgs
    $0
    Other
    $77,658
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $386,081
    Bonus
    $202,092
    Other
    $8,100
    Deferred
    $55,140
    Nontaxable benefits
    $22,518
    Filer's total
    $673,931

  • Kathleen Rogers

    EVP WESTERN STATES

    Total calculated
    $668,528
    From this org
    $585,800
    From related orgs
    $0
    Other
    $82,728
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $433,676
    Bonus
    $144,124
    Other
    $8,000
    Deferred
    $61,768
    Nontaxable benefits
    $20,960
    Filer's total
    $668,528

  • Kevin Harker

    EVP MIDWEST

    Total calculated
    $632,634
    From this org
    $550,318
    From related orgs
    $0
    Other
    $82,316
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $405,592
    Bonus
    $136,726
    Other
    $8,000
    Deferred
    $57,932
    Nontaxable benefits
    $24,384
    Filer's total
    $632,634

  • Nicole Sapio

    EVP EASTERN STATES

    Total calculated
    $624,867
    From this org
    $552,306
    From related orgs
    $0
    Other
    $72,561
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $391,998
    Bonus
    $152,308
    Other
    $8,000
    Deferred
    $55,697
    Nontaxable benefits
    $16,864
    Filer's total
    $624,867

  • Tanya Edwards

    EVP SOUTHWEST

    Total calculated
    $613,401
    From this org
    $535,142
    From related orgs
    $0
    Other
    $78,259
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $388,223
    Bonus
    $132,416
    Other
    $14,503
    Deferred
    $55,697
    Nontaxable benefits
    $22,562
    Filer's total
    $613,401

  • Mitchell Elkind

    Chief Clinical Science Officer

    Total calculated
    $142,584
    From this org
    $134,193
    From related orgs
    $0
    Other
    $8,391
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $134,193
    Bonus
    $0
    Other
    $0
    Deferred
    $8,031
    Nontaxable benefits
    $360
    Filer's total
    $142,584

  • Rose Marie Robertson

    SCIENCE & MEDICAL OFFICER

    Total calculated
    $407,973
    From this org
    $359,786
    From related orgs
    $0
    Other
    $48,187
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $275,186
    Bonus
    $84,600
    Other
    $0
    Deferred
    $39,480
    Nontaxable benefits
    $8,707
    Filer's total
    $407,973

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
  • 7 · Other non-fixed payments

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
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

Schedule J, Part I, Line 1a First-class or charter travel
FIRST CLASS TRAVEL IS LIMITED TO THE CEO, AND EXPENSES ARE APPROVED BY THE BOARD FOR REASONABLENESS. THE EXPENSES ARE NOT TREATED AS TAXABLE INCOME. 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.
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 $88,237 AND JOHN MEINERS, $21,851.
Schedule J, Part I, Line 7 Non-fixed payments
CERTAIN MEMBERS OF SENIOR MANAGEMENT RECEIVED A DISCRETIONARY INCENTIVE AS APPROVED AND AWARDED BY THE ORGANIZATION'S COMPENSATION, BENEFITS, AND HUMAN RESOURCES COMMITTEE. PRIOR TO APPROVING THE INCENTIVE, THE COMMITTEE ENGAGES AN INDEPENDENT CONSULTANT TO REVIEW AND OPINE ON THE REASONABLENESS OF EXECUTIVE COMPENSATION.

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 -$176,621 · assets $102,596,366

    Directly controlled by AHA

  • BrightTorch Ventures LLC

    INVESTMENT · DE · income $1,805,736 · assets $1,795,190

    Directly controlled by AHA

Related partnerships

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

  • RQI PARTNERS LLC

    Related · Training · DE · 51% owned · share of income $2,331,855 · share of assets $41,888,748

    Directly controlled by AHA

Related corporations and trusts

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

  • VARIOUS PERPETUAL TRUSTS (44)

    Trust · FIDUCIARY · TX

    Directly controlled by NA

  • VARIOUS CHARITABLE RMDR TRUSTS (6)

    Trust · FIDUCIARY · TX

    Directly controlled by NA

  • HEARTCENTRAL INC

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

    Directly controlled by AHA

  • Healthcare Quality Systems

    C Corporation · Healthcare · SA · 100% owned · share of income $455,449 · share of assets $953,721 · controlled entity

    Directly controlled by HQRS

  • Healthcare Quality Systems

    C Corporation · Healthcare · AE · 100% owned · share of income $195,464 · share of assets $600,707 · controlled entity

    Directly controlled by HQRS

Provenance

Return type
form_990
Tax year
2022
Filed
19 March 2024
IRS schema version
2022v5.0
Source object
202410799349301221

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

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