← NATIONAL COALITION FOR WOMEN WITH HEART DISEASE INC

Form 990 for tax year 2023

Filed by NATIONAL COALITION FOR WOMEN WITH HEART DISEASE INC.

Totals

Total revenue: $2,168,649
Total expenses: $2,070,662
Contributions and grants received: $2,023,269
Grants paid: $0
Program service revenue: $41,500
Investment income: $6,103
Other revenue: $97,777
Total assets, end of year: $1,566,001
Total liabilities, end of year: $356,871
Net assets or fund balances, end of year: $1,209,130
Program services expenses (Part IX): $1,279,079
Management and general expenses: $368,525
Fundraising expenses: $423,058
Program service expenses (Part III): $1,279,079

Program services were 61.8% 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.

1b · Membership dues

$430,000
1f · All other contributions, gifts and grants

$1,593,269
2a · Program service revenue: NHA DUES

total $41,500 · related or exempt $41,500
3 · Investment income

total $8,176 · excluded $8,176
5 · Royalties

total $26 · excluded $26
6a · Gross rents

real property $96,895
6b · Less rental expenses

real property $0
6c · Rental income or loss

real property $96,895
6d · Net rental income or loss

total $96,895 · excluded $96,895
7b · Less cost or other basis and sales expenses

other assets $2,073
7c · Gain or loss

other assets -$2,073
7d · Net gain or loss

total -$2,073 · excluded -$2,073
11a · Other revenue: MISCELLANEOUS

total $856 · excluded $856
11e · Other revenue, total

$856

Functional expenses

Part IX, the statement of functional expenses.

5 · Compensation of officers, directors and key employees

total $320,025 · program services $137,611 · management and general $108,808 · fundraising $73,606
7 · Other salaries and wages

total $300,334 · program services $211,216 · management and general $19,790 · fundraising $69,328
8 · Pension plan contributions

total $14,351 · program services $10,991 · management and general $45 · fundraising $3,315
9 · Other employee benefits

total $44,944 · program services $26,653 · management and general $7,932 · fundraising $10,359
10 · Payroll taxes

total $40,151 · program services $22,831 · management and general $8,068 · fundraising $9,252
11b · Fees: legal

total $20,693 · management and general $20,693
11c · Fees: accounting

total $198,413 · program services $123,893 · management and general $36,053 · fundraising $38,467
11e · Fees: professional fundraising services

total $71,150 · fundraising $71,150
11g · Fees: other

total $407,634 · program services $285,687 · management and general $82,740 · fundraising $39,207
12 · Advertising and promotion

total $23,641 · program services $19,174 · management and general $2,771 · fundraising $1,696
13 · Office expenses

total $94,106 · program services $85,520 · management and general $3,441 · fundraising $5,145
14 · Information technology

total $38,289 · program services $24,592 · management and general $7,225 · fundraising $6,472
16 · Occupancy

total $143,660 · program services $73,670 · management and general $37,446 · fundraising $32,544
17 · Travel

total $39,557 · program services $26,853 · fundraising $12,704
19 · Conferences, conventions and meetings

total $140,480 · program services $137,593 · fundraising $2,887
22 · Depreciation, depletion and amortization

total $55,944 · program services $28,583 · management and general $14,735 · fundraising $12,626
23 · Insurance

total $6,608 · program services $3,376 · management and general $1,741 · fundraising $1,491
24a · Other expenses: LICENSES AND PERMITS

total $47,117 · program services $20,623 · management and general $6,494 · fundraising $20,000
24b · Other expenses: PUBS, SUBSCRIP. & DUES

total $44,402 · program services $30,036 · management and general $6,395 · fundraising $7,971
24c · Other expenses: PAYROLL PROCESSING

total $9,690 · program services $5,510 · management and general $1,947 · fundraising $2,233
24d · Other expenses: BAD DEBT EXPENSE

total $7,128 · program services $3,641 · management and general $1,878 · fundraising $1,609
24e · All other expenses

total $2,345 · program services $1,026 · management and general $323 · fundraising $996

Balance sheet

Part X, book values.

1 · Cash, non-interest-bearing

beginning of year $741,172 · end of year $861,149
3 · Pledges and grants receivable

beginning of year $312,642 · end of year $446,530
4 · Accounts receivable

beginning of year $151,605 · end of year $0
9 · Prepaid expenses and deferred charges

beginning of year $53,840 · end of year $36,664
10a · Land, buildings and equipment: cost or other basis

$239,014
10b · Land, buildings and equipment: accumulated depreciation

$209,868
10c · Land, buildings and equipment, net

beginning of year $77,299 · end of year $29,146
15 · Other assets

beginning of year $313,143 · end of year $192,512
17 · Accounts payable and accrued expenses

beginning of year $162,824 · end of year $138,131
19 · Deferred revenue

beginning of year $4,000 · end of year $0
25 · Other liabilities

beginning of year $371,734 · end of year $218,740
27 · Net assets without donor restrictions

beginning of year $277,315 · end of year $249,507
28 · Net assets with donor restrictions

beginning of year $833,828 · end of year $959,623

Mission and programs · 2023

Mission

TO IMPROVE THE LIVES OF WOMEN WITH OR AT RISK OF HEART DISEASE, WHILE FIGHTING FOR EQUITY IN HEART HEALTH.

Activities or mission (Part I)

TO IMPROVE THE LIVES OF WOMEN WITH OR AT RISK FOR HEART DISEASE, WHILE FIGHTING FOR EQUITY IN HEART HEALTH.

COMMUNITY EDUCATION AND OUTREACH: THROUGH WOMENHEART'S COMMUNITY EDUCATION AND OUTREACH EFFORTS WE SEEK TO REACH THE MILLIONS OF WOMEN LIVING WITH OR AT RISK OF HEART DISEASE WITH SCIENTIFICALLY BASED RESOURCES ON HEART DISEASE AND RISK FACTORS FOR WOMEN. WOMENHEART CHAMPIONS ARE ESSENTIAL TO SUPPORTING WOMENHEART'S EDUCATION AND OUTREACH EFFORTS AND PARTICIPATE FULLY IN NATIONAL EVENTS. THESE DEDICATED VOLUNTEER LEADERS SHARE A PASSION FOR RAISING AWARENESS OF THE UNIQUE EFFECTS OF HEART DISEASE ON WOMEN. THEY ALSO SHARE THEIR STORIES WITH MEDIA, POLICY MAKERS, HEALTH PROFESSIONALS AND OTHER WOMEN ABOUT HOW TO IMPROVE HEART HEALTH FOR ALL WOMEN.

Expenses $790,797
CHAMPION TRAINING & SUPPORT: WOMENHEART'S CHAMPION LEADERSHIP PROGRAM TRAINS, SUPPORTS AND EDUCATES WOMENHEART CHAMPION LEADERS TO SUPPORT WOMEN LIVING WITH HEART DISEASE, EDUCATE WOMEN AT RISK OF HEART DISEASE ABOUT RISK FACTORS AND PREVENTION, AND ADVOCATES ON BEHALF OF ALL WOMEN LIVING WITH OR AT RISK OF HEART DISEASE. THIS IS DONE THROUGH ITS SIGNATURE TRAINING PROGRAM, THE SCIENCE & LEADERSHIP SYMPOSIUM, WHICH BRINGS TOGETHER WOMEN HEART PATIENTS WITH MEDICAL AND HEALTH PROFESSIONALS TO LEARN MORE ABOUT CARDIOVASCULAR DISEASE, RISK FACTORS, AND PREVENTION. WOMEN ALSO LEARN HOW TO SUPPORT OTHER WOMEN THROUGH MONTHLY VIRTUAL AND IN-PERSON SUPPORT NETWORKS WITHIN COMMUNITIES AND AT LOCAL HOSPITALS. WOMENHEART ALSO PROVIDES ON-GOING TRAINING AND SUPPORT FOR WOMENHEART CHAMPIONS THROUGH AN ONLINE TRAINING PORTAL AS WELL AS ITS VOLUNTEER PORTAL FOR NATIONAL ACTIVITIES FOR FURTHER OUTREACH TO WOMEN LIVING WITH OR AT RISK OF HEART DISEASE.

Expenses $287,074
PUBLIC POLICY: WOMENHEART ADVOCATES ON BEHALF OF THE MILLIONS OF WOMEN LIVING WITH OR AT RISK OF HEART DISEASE. THE ORGANIZATION SUPPORTS EFFORTS TO ENSURE FEDERAL POLICIES PROTECT THE HEALTH OF WOMEN HEART PATIENTS THROUGH POLICY AND LEGISLATION ACTIVITIES. WOMENHEART CONDUCTS CONGRESSIONAL BRIEFINGS TO BRING ATTENTION AND AWARENESS OF THE ISSUES OF HEART DISEASE IN WOMEN.

Expenses $105,440
PATIENT SUPPORT & EDUCATION: WOMENHEART OFFERS IN-PERSON AND ONLINE SUPPORT TO FEMALE HEART PATIENTS ALL AROUND THE COUNTRY. FOR WOMEN LIVING WITH HEART DISEASE, THE WOMENHEART SUPPORT NETWORKS OFFER PEER-TO-PEER PATIENT SUPPORT. THE PROGRAM'S OBJECTIVE IS TO PROVIDE PSYCHOLOGICAL SUPPORT AND SECONDARY PREVENTION TRAINING ACCESSIBLE TO WOMEN IN NEED. THE SISTERMATCH APP ALLOWS WOMEN TO CONNECT ONE-TO-ONE WITH A VOLUNTEER. THE VOLUNTEER CAN OFFER NEEDED ASSISTANCE OVER THE PHONE, THROUGH THE APP, IN-PERSON OR VIA EMAIL AT A TIME THAT IS SUITABLE FOR ALL PARTIES. THE NATIONAL HOSPITAL ALLIANCE IS A PARTNERSHIP WITH HOSPITALS COMMITTED TO ADVANCING WOMEN'S HEART HEALTH AND PROVIDES A SOLID, COMMUNITY-BASED FOUNDATION FOR WOMENHEART PATIENT SUPPORT ACTIVITIES. PATIENT EDUCATION IS PRIMARILY PROVIDED THROUGH OUR SUPPORT NETWORKS THAT HOST VARIOUS MEETINGS AND EVENTS TO PROVIDE EDUCATION TO WOMEN LIVING WITH HEART DISEASE. THE PURPOSE IS TO ENSURE WOMEN ARE EQUIPPED TO TAKE CHARGE OF THEIR HEALTH, FEEL EMPOWERED TO DISCUSS CONCERNS WITH THEIR HEALTH CARE PROVIDERS, AND PREVENT EXACERBATION OF THEIR CURRENT DISEASE CONDITION.

Expenses $95,768 · Revenue $41,500

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

Listed in Part VII

Kathy WebsterKATHY WEBSTER

CHAIR UNTIL 04/2023, IMM. PAST CHAIR

Total calculated

$0

Hours/week

5
Lyn BehnkeLYN BEHNKE

CHAIR-ELECT - UNTIL 04/2023, CHAIR

Total calculated

$0

Hours/week

8.7
Gayathri BadrinathGAYATHRI BADRINATH

PAST CHAIR - UNTIL 01/2023

Total calculated

$0

Hours/week

2
Elinor ShinELINOR SHIN

SECRETARY

Total calculated

$0

Hours/week

9
Jessica StittJESSICA STITT

TREASURER

Total calculated

$0

Hours/week

2
Courtney BaechlerCOURTNEY BAECHLER

DIRECTOR

Total calculated

$0

Hours/week

1
Kiersten BetzerKIERSTEN BETZER

DIRECTOR

Total calculated

$0

Hours/week

1
Cherie BlackCHERIE BLACK

DIRECTOR

Total calculated

$0

Hours/week

1
Rashida BobbRASHIDA BOBB

DIRECTOR

Total calculated

$0

Hours/week

1
Robin OlsonROBIN OLSON

DIRECTOR

Total calculated

$0

Hours/week

1
Dave PrakashDAVE PRAKASH

DIRECTOR

Total calculated

$0

Hours/week

1
Rebecca PrinceREBECCA PRINCE

DIRECTOR

Total calculated

$0

Hours/week

1
Susan SpencerSUSAN SPENCER

DIRECTOR

Total calculated

$0

Hours/week

1
Laura WahlbergLAURA WAHLBERG

DIRECTOR

Total calculated

$0

Hours/week

1
Scott WidmeyerSCOTT WIDMEYER

DIRECTOR - UNTIL 04/2023

Total calculated

$0

Hours/week

1
Celina GorreCELINA GORRE

CHIEF EXECUTIVE OFFICER

Total calculated

$320,025

From this org

$291,693

From related orgs

$0

Other

$28,332

Hours/week

40

Schedule J breakdown matched by us

Base

$265,373

Bonus

$26,320

Other

$0

Deferred

$20,419

Nontaxable benefits

$7,913

Filer's total

$320,025

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 · 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 · Form 990 of other organizations
3 · Compensation survey or study
3 · Approval by the board or compensation committee
7 · Other non-fixed payments

Answered no

4a · Severance or change-of-control payment
4b · Supplemental nonqualified retirement plan
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)

PART I, LINE 1A: ALL EMPLOYEES ARE ELIGIBLE TO RECEIVE UP TO $350 AS A WELLNESS BENEFIT. HEALTH CLUB MEMBERSHIPS ARE INCLUDED IN THIS BENEFIT.
PART I, LINE 7: CELINA GORRE RECEIVED A BOARD-APPROVED 5% PRETAX BONUS OF $12,220 FOR 2023 AND A BOARD-APPROVED 6% PRETAX BONUS OF $14,100 FOR 2022, BOTH PAID IN 2023.

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

No itemized grants to organizations on this return.

Provenance

Return type: form_990
Tax year: 2023
Filed: 28 October 2024
IRS schema version: 2023v5.1
Source object: 202403029349301100

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