2024-10-28T09:32:10-05:00 2023-12-31 521392008 GELMAN ROSENBERG & FREEDMAN 4550 MONTGOMERY AVE SUITE 800N BETHESDA MD 208142930 990 2023-01-01 522148006 NATIONAL COALITION FOR WOMEN WITH HEART DISEASE INC NATI 2027287199 712 H STREET NE 2201 WASHINGTON DC 20002 CELINA GORRE CEO 2027287199 2024-10-28 1 0 ELIZABETH W HELLER P00397829 3019519090 2023 2024-10-15 13:58:12Z WOMENHEART CELINA GORRE 712 H STREET NE 2201 WASHINGTON DC 20002 2170722 0 X WWW.WOMENHEART.ORG X 1999 DC TO IMPROVE THE LIVES OF WOMEN WITH OR AT RISK FOR HEART DISEASE, WHILE FIGHTING FOR EQUITY IN HEART HEALTH. 13 13 8 750 0 0 1862521 2023269 36750 41500 -27771 6103 1626 97777 1873126 2168649 0 0 0 0 715907 719805 0 71150 423058 1159744 1279707 1875651 2070662 -2525 97987 1649701 1566001 538558 356871 1111143 1209130 X TO IMPROVE THE LIVES OF WOMEN WITH OR AT RISK OF HEART DISEASE, WHILE FIGHTING FOR EQUITY IN HEART HEALTH. 0 0 790797 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. 287074 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. 105440 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. 95768 41500 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. 95768 41500 1279079 1 1 0 1 0 0 0 0 0 0 1 0 0 1 1 1 1 0 0 0 0 0 0 1 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 24 0 1 8 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 13 13 0 0 1 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 AL AR CA FL GA HI IL KS KY MD MA MI MN MS NH NJ NM NY NC OR PA RI SC TN UT VA WV WI X X CELINA GORRE 2027287199 712 H STREET NE SUITE 2201 WASHINGTON DC 20002 KATHY WEBSTER CHAIR UNTIL 04/2023, IMM. PAST CHAIR 5.00 X X 0 0 0 LYN BEHNKE CHAIR-ELECT - UNTIL 04/2023, CHAIR 8.70 X X 0 0 0 GAYATHRI BADRINATH PAST CHAIR - UNTIL 01/2023 2.00 X X 0 0 0 ELINOR SHIN SECRETARY 9.00 X X 0 0 0 JESSICA STITT TREASURER 2.00 X X 0 0 0 COURTNEY BAECHLER DIRECTOR 1.00 X 0 0 0 KIERSTEN BETZER DIRECTOR 1.00 X 0 0 0 CHERIE BLACK DIRECTOR 1.00 X 0 0 0 RASHIDA BOBB DIRECTOR 1.00 X 0 0 0 ROBIN OLSON DIRECTOR 1.00 X 0 0 0 DAVE PRAKASH DIRECTOR 1.00 X 0 0 0 REBECCA PRINCE DIRECTOR 1.00 X 0 0 0 SUSAN SPENCER DIRECTOR 1.00 X 0 0 0 LAURA WAHLBERG DIRECTOR 1.00 X 0 0 0 SCOTT WIDMEYER DIRECTOR - UNTIL 04/2023 1.00 X 0 0 0 CELINA GORRE CHIEF EXECUTIVE OFFICER 40.00 X 291693 0 28332 291693 0 28332 1 0 1 0 GRF CPAS & ADVISORS 4550 MONTGOMERY AVENUE SUITE 800 BETHESDA MD 20814 ACCOUNTING SERVICES 185116 TRIFECTA ADVISING LLC 6420 GONDOLA DRIVE RIVERVIEW FL 33578 PROGRAMS & OPER. SUPPORT 134431 2 430000 1593269 2023269 NHA DUES 900099 41500 41500 41500 8176 8176 26 26 96895 0 96895 96895 96895 2073 -2073 -2073 -2073 MISCELLANEOUS 900099 856 856 856 2168649 41500 0 103880 X 320025 137611 108808 73606 300334 211216 19790 69328 14351 10991 45 3315 44944 26653 7932 10359 40151 22831 8068 9252 20693 20693 198413 123893 36053 38467 71150 71150 407634 285687 82740 39207 23641 19174 2771 1696 94106 85520 3441 5145 38289 24592 7225 6472 143660 73670 37446 32544 39557 26853 12704 140480 137593 2887 55944 28583 14735 12626 6608 3376 1741 1491 LICENSES AND PERMITS 47117 20623 6494 20000 PUBS, SUBSCRIP. & DUES 44402 30036 6395 7971 PAYROLL PROCESSING 9690 5510 1947 2233 BAD DEBT EXPENSE 7128 3641 1878 1609 2345 1026 323 996 2070662 1279079 368525 423058 741172 861149 312642 446530 151605 0 53840 36664 239014 209868 77299 29146 313143 192512 1649701 1566001 162824 138131 4000 0 371734 218740 538558 356871 X 277315 249507 833828 959623 1111143 1209130 1649701 1566001 97987 0 X 0 1 X 1 0 X 2083206 1615636 2307589 1862521 2023269 9892221 2083206 1615636 2307589 1862521 2023269 9892221 4194682 5697539 21 594 2039 467 96921 100042 1345 1345 759 1747 1159 856 4521 9998129 146775 0.56990 0.74640 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 1 0 1 10473 0 0 1 5236 0 0 15709 0 PART II-B, LINE 1: STAFF AND VOLUNTEERS WORKED WITH PARTNER COALITIONS ON VARIOUS TOPICS TO BRING AWARENESS TO POLICES AND ISSUES IMPACTING WOMEN LIVING WITH OR AT RISK OF HEART DISEASE AND, IN LIMITED CASES, TO INFLUENCE THE FEDERAL POLICIES THAT IMPACT THAT POPULATION. 9248 4665 4583 229766 205203 24563 29146 RIGHT-OF-USE-ASSET 175042 DEPOSITS 17470 192512 LEASE LIABILITY - OPERATING 209995 SECURITY DEPOSIT 8745 218740 X 2238399 69750 69750 2168649 0 2168649 2140412 69750 69750 2070662 0 2070662 PART X, LINE 2: ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA PROVIDE CONSISTENT GUIDANCE FOR THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES RECOGNIZED IN AN ENTITY'S FINANCIAL STATEMENTS AND PRESCRIBE A THRESHOLD OF "MORE LIKELY THAN NOT" FOR RECOGNITION OF TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. WOMENHEART PERFORMED AN EVALUATION OF UNCERTAIN TAX POSITIONS AS OF DECEMBER 31, 2023 AND 2022, AND DETERMINED THAT THERE WERE NO MATTERS THAT WOULD REQUIRE RECOGNITION IN THE ACCOMPANYING FINANCIAL STATEMENTS OR WHICH MAY HAVE ANY EFFECT ON ITS TAX-EXEMPT STATUS. X X X 1 CAHN CONSULTING 85 WINDKIST FARM ROAD NORTH ANDOVER MA 01845 MAJOR GIFT SOLICITATIONS 0 0 69750 -69750 69750 -69750 AK AL AR CA CO CT DC FL GA HI IL KS KY MA MD ME MI MN NC ND NH NJ NM NV NY OH OK OR PA RI SC TN UT VA WA WI WV X 1 1 X X X X 0 0 0 0 0 0 0 1 0 CELINA GORRE CHIEF EXECUTIVE OFFICER 265373 0 26320 0 0 0 20419 0 7913 0 320025 0 0 0 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. FORM 990, PART VI, SECTION A, LINE 4 IN 2023, THE WOMENHEART BOARD ESTABLISHED OR MADE UPDATES OR SUBSTANTIAL CHANGES TO THE FOLLOWING GOVERNING DOCUMENTS: PERSONAL LEAVE OF ABSENCE POLICY (02/2023); CONFIDENTIALITY POLICY (07/2023); CONFLICT OF INTEREST POLICY (12/2023); CONFLICT OF INTEREST DISCLOSURE STATEMENT (11/2023); BOARD WHISTLEBLOWER POLICY (04/2023); RECORD RETENTION AND DESTRUCTION POLICY (12/2023); DIVERSITY, EQUITY, AND INCLUSION POLICY (12/2023); WOMENHEART BOARD TRAVEL & EXPENSE REIMBURSEMENT POLICY (02/2023); CONSENT AGENDA POLICY FOR WOMENHEART BOARD MEETINGS (02/2023); BOARD MEMBER RESPONSIBILITIES (10/2023); CHAIR RESPONSIBILITIES (10/2023); IMMEDIATE PAST CHAIR RESPONSIBILITIES (10/2023); TREASURER RESPONSIBILITIES (07/2023); SECRETARY RESPONSIBILITIES (07/2023); BOARD COMMITTEE DOCUMENTATION POLICY (10/2023); EXECUTIVE COMMITTEE CHARTER (10/2023-NEW); FINANCE COMMITTEE CHARTER (02/2023); GOVERNANCE COMMITTEE CHARTER (02/2023); NEW DIRECTOR RECRUITMENT & NOMINATION POLICY (10/2023-NEW); OFFICER AND SECOND TERM ELECTION POLICY (07/2023); COMPENSATION COMMITTEE CHARTER (02/2023); PAST CHAIR ADVISORY COMMITTEE CHARTER (04/2023-NEW); CEO RECRUITMENT AND NOMINATION COMMITTEE CHARTER AND POLICY (10/2023-NEW); OPERATING RESERVED POLICY (12/2023); FINANCIAL MANAGEMENT GUIDELINES (12/2023); AND BOARD MANUAL (12/2023). FORM 990, PART VI, SECTION B, LINE 11B A DRAFT OF FORM 990 IS REVIEWED BY MANAGEMENT STAFF ALONG WITH ACCOUNTANTS TO GO OVER ANY QUESTIONS. IT IS THEN PRESENTED TO THE BOARD FINANCE COMMMITTEE FOR THEIR REVIEW AND APPROVAL, AS PER FINANCE COMMITTEE CHARTER (01/2023). AFTER APPROVAL, FINAL FORM 990 IS SIGNED BY THE CEO, COPIES OF THE 990 ARE DISTRIBUTED TO THE FULL BOARD FOR THEIR RECORDS, AND THE RETURN IS FILED. FORM 990, PART VI, SECTION B, LINE 12C EACH YEAR EVERY BOARD MEMBER (AND STAFF MEMBER) NEEDS TO SIGN A NEW CONFLICT OF INTEREST FORM. DURING THE YEAR, IF A POTENTIAL CONFLICT, NOT PREVIOUSLY DISCLOSED, ARISES, THAT BOARD MEMBER (AND STAFF MEMBER ALSO) NEEDS TO DISCLOSE THAT INFORMATION TO THE BOARD OR APPROPRIATE COMMITTEE. AFTER REVIEW OF THE POTENTIAL OR ACTUAL CONFLICT, APPROPRIATE ACTION MUST BE TAKEN. FORM 990, PART VI, SECTION B, LINE 15A THE BOARD PERFORMS A COMPENSATION SURVEY AND OBTAINS COMPARABLE DATA TO DETERMINE COMPENSATION FOR THE CHIEF EXECUTIVE OFFICER. PERFORMANCE IS EVALUATED BASED ON SET GOALS FOR THE POSITION AND COMPENSATION IS ADJUSTED ACCORDINGLY. THE MOST RECENT REVIEW WAS DONE IN APRIL 2023 FOR THE CHIEF EXECUTIVE OFFICER. THE CHIEF EXECUTIVE OFFICER AND OTHER SUPERVISORS FOLLOW THE SAME PROCEDURE WHEN DETERMINING COMPENSATION FOR OTHER KEY EMPLOYEES OR IN DETERMINING PAY ACTIONS FOR CURRENT STAFF. FORM 990, PART VI, SECTION C, LINE 19 DOCUMENTS ARE MADE AVAILABLE TO MEMBERS OF THE PUBLIC UPON WRITTEN OR VERBAL REQUEST. FORM 990, PART IX, LINE 11G CONSULTANTS: PROGRAM SERVICE EXPENSES 194,270. MANAGEMENT AND GENERAL EXPENSES 56,138. FUNDRAISING EXPENSES 10,824. TOTAL EXPENSES 261,232. COMMUNICATIONS: PROGRAM SERVICE EXPENSES 86,846. MANAGEMENT AND GENERAL EXPENSES 25,272. FUNDRAISING EXPENSES 26,964. TOTAL EXPENSES 139,082. TEMPORARY WORKERS: PROGRAM SERVICE EXPENSES 4,527. MANAGEMENT AND GENERAL EXPENSES 1,317. FUNDRAISING EXPENSES 1,406. TOTAL EXPENSES 7,250. SPEAKERS: PROGRAM SERVICE EXPENSES 44. MANAGEMENT AND GENERAL EXPENSES 13. FUNDRAISING EXPENSES 13. TOTAL EXPENSES 70.