2023-10-30T06:56:55-05:00 2022-12-31 521392008 GELMAN ROSENBERG & FREEDMAN 4550 MONTGOMERY AVE SUITE 800N BETHESDA MD 208142930 990 2022-01-01 522148006 NATIONAL COALITION FOR WOMEN WITH HEART DISEASE INC NATI 2027287199 712 H STREET NE 2201 WASHINGTON DC 20002 CELINA GORRE CEO 2027287199 2023-10-30 1 CELINA GORRE 999009999 0 RICHARD J LOCASTRO CPA P00288314 3019519090 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z WOMENHEART CELINA GORRE 712 H STREET NE 2201 WASHINGTON DC 20002 1900897 0 X WWW.WOMENHEART.ORG X 1999 DC TO IMPROVE THE LIVES OF WOMEN WITH OR AT RISK OF HEART DISEASE , WHILE FIGHTING FOR EQUITY IN HEART HEALTH. 14 14 6 794 0 0 2307589 1862521 68525 36750 0 -27771 2039 1626 2378153 1873126 0 0 0 0 709419 715907 67663 0 299199 933495 1159744 1710577 1875651 667576 -2525 1493163 1649701 379495 538558 1113668 1111143 X TO IMPROVE THE LIVES OF WOMEN WITH OR AT RISK OF HEART DISEASE, WHILE FIGHTING FOR EQUITY IN HEART HEALTH. 0 0 777187 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. 267290 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. 128170 36750 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. IN 2022, THE SISTERMATCH APP WAS RELEASED BY WOMENHEART, AN APP THAT 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. 127162 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. 127162 1299809 1 1 0 1 0 0 0 0 0 0 1 0 0 1 1 1 1 0 0 0 0 0 0 0 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 6 1 0 0 0 0 0 0 0 0 0 0 0 0 X 14 14 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 X CELINA GORRE 2027287199 712 H STREET NE SUITE 2201 WASHINGTON DC 20002 KATHY WEBSTER CHAIR 2.00 X X 0 0 0 JESSICA STITT TREASURER 2.00 X X 0 0 0 GAYATHRI BADRINATH PAST CHAIR 2.00 X X 0 0 0 LYN BEHNKE CHAIR ELECT 2.00 X X 0 0 0 ELINOR SHIN SECRETARY 2.00 X X 0 0 0 CHERIE BLACK DIRECTOR 1.00 X 0 0 0 RASHIDA BOBB DIRECTOR 1.00 X 0 0 0 ADRIENNE COLEMAN DIRECTOR (THRU 12/10/22) 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 1.00 X 0 0 0 PHYLLIS BLAUNSTEIN DIRECTOR (THRU 12/10/22) 1.00 X 0 0 0 COURTNEY JORDAN BAECHLER DIRECTOR 1.00 X 0 0 0 CELINA GORRE CHIEF EXECUTIVE OFFICER 40.00 X 235000 0 17056 AMY FRIEDRICH-KARNIK VP, ADVOCACY & COMMUNICATI 40.00 X 134733 0 606 369733 0 17662 2 0 1 0 GRF CPA & ADVISORS 4550 MONTGOMERY AVE STE 800 BETHESDA MD 20814 ACCOUNTING SERVICES 169008 TRIFECTA ADVISING LLC 6420 GONDOLA DRIVE RIVERVIEW FL 33578 PROGRAMS & OPER. SUPPORT 137328 2 605000 210319 1047202 2473 1862521 NHA DUES 900099 36750 36750 36750 467 467 27771 -27771 -27771 -27771 MISCELLANEOUS 900099 1159 1159 1159 1873126 36750 0 -26145 X 252056 164922 38840 48294 363497 238034 55755 69708 11172 7316 1714 2142 48009 31575 7184 9250 41173 26962 6315 7896 8330 8330 178759 80371 98388 370718 288723 -7918 89913 5895 5895 81911 71927 5508 4476 36036 5090 30748 198 143847 92326 25641 25880 38616 26646 1085 10885 148072 143298 1561 3213 162 104 29 29 79247 50863 14127 14257 5763 3698 1028 1037 LICENSES AND PERMITS 38014 32265 2564 3185 PUBS, SUBSCRIP. & DUES 21427 17333 544 3550 EQUIPMENT RENTAL/MAINTE 10133 6504 1806 1823 BAD DEBT RECOVERY -18000 0 -18000 0 10814 5957 1394 3463 1875651 1299809 276643 299199 X 758467 741172 363529 312642 140665 151605 62150 53840 293493 216194 150882 77299 17470 313143 1493163 1649701 86944 162824 4000 210319 82232 371734 379495 538558 X 228331 277315 885337 833828 1113668 1111143 1493163 1649701 -2525 0 X 0 1 X 1 0 X 4393169 2083206 1615636 2307589 1862521 12262121 4393169 2083206 1615636 2307589 1862521 12262121 3094791 9167330 7211 21 594 2039 467 10332 3242 1345 4587 1790 759 1747 1159 5455 12282495 105315 0.74640 0.80660 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 1 0 1 5230 0 0 1 2615 0 0 7845 0 PART II-B, LINE 1: LOBBYING EXPENSES RELATED TO AMOUNTS INCURRED DURING 2022 WHERE OUR VOLUNTEERS WORKED WITH PARTNER COALITIONS ON VARIOUS TOPICS TO BRING AWARENESS TO ISSUES IMPACTING WOMEN LIVING WITH OR AT RISK OF HEART DISEASE. 9478 3290 6188 284015 212904 71111 77299 RIGHT-OF-USE-ASSET 313143 313143 LEASE LIABILITY - OPERATING 371734 371734 X 1943376 70250 70250 1873126 0 1873126 1945901 70250 70250 1875651 0 1875651 PART X, LINE 2: WOMENHEART IS A NOT-FOR-PROFIT ORGANIZATION EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND IS RECOGNIZED AS SUCH BY THE INTERNAL REVENUE SERVICE. THE PROVISIONS INCLUDED IN 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, 2022 AND 2021 AND DETERMINED THAT THERE WERE NO MATTERS THAT WOULD REQUIRE RECOGNITION IN THE FINANCIAL STATEMENTS, OR WHICH MAY HAVE ANY EFFECT ON ITS TAX-EXEMPT STATUS. X 1 1 X X X X 0 0 0 0 0 0 0 0 0 CELINA GORRE CHIEF EXECUTIVE OFFICER 235000 0 0 0 0 0 16450 0 606 0 252056 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. FORM 990, PART VI, SECTION A, LINE 4 CHANGES WERE MADE TO THE "ELECTIONS & TERMS OF DIRECTORS" AS FOLLOWS: ADDED: ONCE AN INDIVIDUAL HAS SERVED FOR TWO (2) CONSECUTIVE TERMS AS A DIRECTOR (WHETHER SUCH TERM WAS SERVED PARTIALLY OR IN FULL), THE INDIVIDUAL WILL NOT BE ELIGIBLE TO BE ELECTED AS A DIRECTOR AGAIN UNTIL AT LEAST THREE (3) YEARS. CHAIR AND CHAIR ELECT: ADDED: NOTWITHSTANDING THE FOREGOING, THE BOARD MAY, AT ITS DISCRETION, VOTE TO EXTEND THE TERM OF THE CHAIR, CHAIR-ELECT, AND/OR IMMEDIATE PAST CHAIR IN THEIR RESPECTIVE POSITIONS FOR A PERIOD NOT TO EXCEED TWELVE (12) MONTHS. ELECTION AND TERM OF OFFICE: ADDED: EACH OFFICER SHALL SERVE FOR A TERM OF THREE (3) YEARS AND MAY BE RE-ELECTED FOR ONE OR MORE ADDITIONAL TERMS, EXCEPT THE TERM LENGTHS OF THE CHAIR, CHAIR-ELECT, AND IMMEDIATE PAST CHAIR SHALL BE DETERMINED IN ACCORDANCE WITH ARTICLE II, SECTION 2(A) OF THESE BYLAWS. 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 MAY 2022 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 THESE DOCUMENTS ARE MADE AVAILABLE TO THE PUBLIC VIA THE GUIDESTAR NON-PROFIT WEB SERVICE. DOCUMENTS ARE ALSO MADE AVAILABLE TO MEMBERS OF THE PUBLIC UPON WRITTEN OR VERBAL REQUEST. FORM 990, PART IX, LINE 11G CONSULTANTS: PROGRAM SERVICE EXPENSES 193,448. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 81,474. TOTAL EXPENSES 274,922. COMMUNICATIONS: PROGRAM SERVICE EXPENSES 88,619. MANAGEMENT AND GENERAL EXPENSES -7,918. FUNDRAISING EXPENSES 7,534. TOTAL EXPENSES 88,235. TEMPORARY WORKERS: PROGRAM SERVICE EXPENSES 6,656. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 905. TOTAL EXPENSES 7,561. FORM 990, PART X, LINE 24: ON APRIL 8, 2021, WOMENHEART RECEIVED A SECOND PPP NOTE IN THE AMOUNT OF $210,319. THE PPP NOTES WERE RECEIVED FROM THE U.S. FEDERAL GOVERNMENT UNDER THE CORONAVIRUS AID RELIEF AND ECONOMIC SECURITY (CARES) ACT PASSED BY CONGRESS. THE TERMS OF THESE NOTES REQUIRE THE PROCEEDS TO BE SPENT ON ELIGIBLE EXPENSES, WHICH ARE PRIMARILY PAYROLL RELATED COSTS. PART OR ALL OF THE NOTES MAY BE FORGIVEN BASED ON MEETING CERTAIN CONDITIONS AS SET FORTH IN THE NOTE AGREEMENTS. ANY PORTION OF THE PPP NOTES THAT IS NOT FORGIVEN MUST BE REPAID OVER TWO YEARS AFTER A SIX-MONTH DEFERRAL PERIOD AT AN INTEREST RATE OF 1%. ON OCTOBER 25, 2022, WOMENHEART WAS FULLY FORGIVEN OF ALL PRINCIPAL AND INTEREST AMOUNTS DUE UNDER THE NOTE PAYABLE. AS SUCH, THIS IS RECORDED AS A FEDERAL GRANT IN THE ACCOMPANYING STATEMENT OF ACTIVITY AND CHANGES IN NET ASSETS AS OF DECEMBER 31, 2022.