2022-11-10T13:04:17-06:00 2021-12-31 521392008 GELMAN ROSENBERG & FREEDMAN 4550 MONTGOMERY AVE SUITE 800N BETHESDA MD 208142930 990 2021-01-01 522148006 NATIONAL COALITION FOR WOMEN WITH HEART DISEASE INC NATI 2027287199 712 H STREET NE 2201 WASHINGTON DC 20002 CELINA GORRE CEO 2027287199 2022-11-10 1 CELINA GORRE 999009999 RICHARD J LOCASTRO CPA P00288314 3019519090 3 AAL1 IAL1 2021 2022-09-23 18:48:47Z X WOMENHEART CELINA GORRE 712 H STREET NE 2201 WASHINGTON DC 20002 2378153 0 X WWW.WOMENHEART.ORG X 1999 DC TO IMPROVE THE HEALTH AND QUALITY OF LIFE OF WOMEN LIVING WITH OR AT RISK OF HEART DISEASE. 12 12 8 237 0 0 1615636 2307589 0 68525 0 0 2341 2039 1617977 2378153 0 0 0 0 923110 709419 45510 67663 330939 886428 933495 1855048 1710577 -237071 667576 915005 1493163 468913 379495 446092 1113668 X WOMENHEART'S MISSION IS TO IMPROVE THE HEALTH AND QUALITY OF LIFE OF WOMEN LIVING WITH OR AT RISK OF HEART DISEASE AND TO ADVOCATE FOR THEIR BENEFIT. 0 0 355843 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. IN 2021, WOMENHEART LAUNCHED ITS HEARTTALKS PROGRAM TO BRING LEADERS IN CARDIOLOGY AND PUBLIC HEALTH TO DISCUSS A BROAD RANGE OF ISSUES IMPACTING WOMEN LIVING WITH OR AT RISK OF HEART DISEASE, INCLUDING COVID-19. WOMENHEART CHAMPIONS ARE ESSENTIAL TO SUPPORTING WOMENHEART'S EDUCATION AND OUTREACH EFFORTS AND PARTICIPATE FULLY IN THE 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 PROFESSIONAL AND OTHER WOMEN ABOUT HOW TO IMPROVE HEART HEALTH FOR ALL WOMEN. 242323 68525 PATIENT SUPPORT:WOMENHEART PROVIDES BOTH IN-PERSON AND VIRTUAL SUPPORT TO WOMEN HEART PATIENTS ACROSS THE NATION. THE WOMENHEART SUPPORT NETWORKS PROVIDE PEER-TO-PEER PATIENT SUPPORT FOR WOMEN LIVING WITH HEART DISEASE. THE GOAL OF THE PROGRAM IS TO PROVIDE PSYCHOLOGICAL SUPPORT AND SECONDARY PREVENTION EDUCATION AVAILABLE FOR WOMEN IN NEED. IN 2021, WOMENHEART TRANSITIONED MOST OF ITS SUPPORT NETWORKS TO ONLINE VIRTUAL SUPPORT MEETINGS TO ENSURE WOMEN COULD CONTINUE TO CONNECT DURING THE COVID-19 PANDEMIC.WOMENHEART'S PARTNERSHIP WITH HOSPITALS, THROUGH THE NATIONAL HOSPITAL ALLIANCE, CONTINUED TO BE A MAJOR STRATEGIC PRIORITY THROUGHOUT 2021. THE PARTNERSHIP WITH HOSPITALS COMMITTED TO ADVANCING WOMEN'S HEART HEALTH PROVIDES A SOLID, COMMUNITY-BASED FOUNDATION FOR WOMENHEART PATIENT SUPPORT ACTIVITIES.PATIENT EDUCATION:WOMENHEART, PRIMARILY THROUGH ITS SUPPORT NETWORKS, HOSTS VARIOUS MEETINGS AND EVENTS TO PROVIDE EDUCATION TO WOMEN LIVING WITH HEART DISEASE. THE PURPOSE OF PATIENT EDUCATION 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. IN 2020, MOST OF WOMENHEART'S PATIENT EDUCATION ACTIVITIES SHIFTED TO VIRTUAL SUPPORT AND EDUCATION DUE TO THE COVID-19 PANDEMIC. 143933 CHAMPION TRAINING AND SUPPORT:WOMENHEART'S CHAMPIONS LEADERSHIP PROGRAM TRAINS, SUPPORTS, AND EDUCATE WOMENHEART CHAMPION LEADERS TO SUPPORT WOMEN LIVING WITH HEART DISEASE, EDUCATE WOMEN AT RISK OF HEART DISEASE ABOUT RISK FACTORS AND PREVENTION, AND ADVOCATE 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 IT'S VOLUNTEER PORTAL. THE VOLUNTEER PORTAL ALSO ALLOWS WOMENHEART CHAMPIONS TO VOLUNTEER FOR NATIONAL ACTIVITIES TO FURTHER TO REACH TO WOMEN LIVING WITH OR AT RISK OF HEART DISEASE. 78067 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 ALSO CONDUCTS CONGRESSIONAL BRIEFINGS TO BRING ATTENTION AND AWARENESS OF THE ISSUES OF HEART DISEASE IN WOMEN. 78067 820166 1 1 0 1 0 0 0 0 0 0 1 0 0 0 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 28 0 1 8 1 0 0 0 0 0 0 0 0 0 0 0 0 X 12 12 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 5.00 X X 0 0 0 GAYATHRI BADRINATH IMMEDIATE PAST CHAIR 5.00 X X 0 0 0 ELINOR SHIN SECRETARY 5.00 X X 0 0 0 COURTNEY JORDAN BAECHLER DIRECTOR 1.00 X 0 0 0 PHYLLIS BLAUNSTEIN 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 ADRIENNE COLEMAN DIRECTOR 1.00 X 0 0 0 ROBIN OLSON DIRECTOR 1.00 X 0 0 0 REBECCA PRINCE DIRECTOR 1.00 X 0 0 0 DAVE PRAKASH DIRECTOR 1.00 X 0 0 0 SUSAN SPENCER DIRECTOR 1.00 X 0 0 0 CELINA GORRE CHIEF EXECUTIVE OFFICER 40.00 X 265488 0 18294 AMY FRIEDRICH-KARNIK VP, ADVOCACY & COMMUNICATIONS 40.00 X 129808 0 9780 395296 0 28074 2 0 1 0 GRF CPAS & ADVISORS 4550 MONTGOMERY AVENUE 800N BETHESDA MD 20814 ACCOUNTING 165505 TRIFECTA ADVISING LLC PO BOX 784 TUCKER GA 30085 PROGRAMS & OPER. SUPPORT 135774 2 700000 361894 1245695 2307589 NHA DUES 900099 68525 68525 68525 2039 2039 2378153 68525 0 2039 X 283782 100178 143074 40530 318394 230717 16531 71146 15917 8750 4214 2953 49245 27217 12861 9167 42081 23134 11141 7806 13796 3481 10315 190921 42250 148671 67663 67663 271189 205308 65881 1616 1430 144 42 40322 18533 17129 4660 35691 9785 25906 145534 58511 67562 19461 5022 2656 480 1886 6305 6305 172 66 84 22 74680 5572 67255 1853 7047 2834 3271 942 LICENSES AND PERMITS 78303 40415 16370 21518 PUBS, SUBSCRIP. & DUES 28179 18587 8957 635 BAD DEBT 16690 6711 7747 2232 PAYROLL PROCESSING 8270 4546 2190 1534 9758 6661 2404 693 1710577 820166 559472 330939 X 315868 758467 316635 363529 6375 140665 36325 62150 396193 245311 222332 150882 17470 17470 915005 1493163 122946 86944 38525 0 205600 210319 101842 82232 468913 379495 X 89500 228331 356592 885337 446092 1113668 915005 1493163 667576 0 X 0 1 X 1 0 X 4417936 4393169 2083206 1615636 2307589 14817536 4417936 4393169 2083206 1615636 2307589 14817536 2837463 11980073 9476 7211 21 594 2039 19341 5926 3242 1345 10513 156 1790 759 1747 4452 14851842 69913 0.80660 0.84830 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 1 0 1 3733 0 0 0 0 0 3733 0 PART II-B, LINE 1: LOBBYING EXPENSES RELATED TO AMOUNTS INCURRED DURING 2020 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. 5085 2906 2179 34570 30770 3800 356538 211635 144903 150882 CAPITAL LEASE OBLIGATION 4019 DEFERRED RENT 78213 82232 X 2420503 42350 42350 2378153 0 2378153 1752927 42350 42350 1710577 0 1710577 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, 2021 AND 2020 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 X X 1 COLUMNS FUNDRAISING 2870 PEACHTREE ROAD STE 956 ATLANTA GA 30305 DEVELOPMENT 0 0 37663 -37663 ZEIDMAN & ASSOCIATES 4815 GRANTHAM AVENUE CHEVY CHASE MD 20815 DEVELOPMENT 0 0 30000 -30000 67663 -67663 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 0 0 CELINA GORRE CHIEF EXECUTIVE OFFICER 265488 0 0 0 0 0 17601 0 693 0 283782 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 THE FOLLOWING CHANGES WERE INCORPORATED INTO THE BYLAWS IN 2020: ARTICLE I.4 - REMOVED REELECTION FOR TWO ADDITIONAL TERMS; ARTICLE II.2.A - REMOVED "VICE CHAIR", AND ADDED "VIRTUAL MEETING" OPTIONS WHERE APPLICABLE. 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 COMMENTS. AFTER THE EXECUTIVE COMMITTEE'S APPROVAL, COPIES OF THE FINAL FORM 990 ARE DISTRIBUTED TO THE ENTIRE BOARD BEFORE FILING WITH THE IRS. 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 THE FIRST QUARTER OF 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 173,224. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 59,893. TOTAL EXPENSES 233,117. COMMUNICATIONS: PROGRAM SERVICE EXPENSES 19,538. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 2,138. TOTAL EXPENSES 21,676. FUNDRAISING: PROGRAM SERVICE EXPENSES 3,000. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 3,850. TOTAL EXPENSES 6,850. TEMPORARY WORKERS: PROGRAM SERVICE EXPENSES 9,546. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 9,546. FORM 990, PART X, LINE 24: ON MAY 6, 2020, WOMENHEART RECEIVED A PAYCHECK PROTECTION PROGRAM (PPP) NOTE IN THE AMOUNT OF $205,600. 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 MAY 24, 2021, WOMENHEART WAS FULLY APPROVED FOR FORGIVENESS OF ALL PRINCIPAL AND INTEREST AMOUNTS DUE UNDER THE NOTE PAYABLE DATED MAY 6, 2020, IN THE AMOUNT OF $205,600. AS SUCH, THIS IS RECORDED AS A FEDERAL GRANT IN THE ACCOMPANYING STATEMENT OF ACTIVITY AND CHANGES IN NET ASSETS AS OF DECEMBER 31, 2021. WOMENHEART BELIEVES IT HAS MET THE CONDITIONS TO HAVE THE ENTIRE SECOND NOTE DATED APRIL 8, 2021 FORGIVEN. HOWEVER, WOMENHEART IS WAITING FOR FORGIVENESS. AS SUCH, WOMENHEART HAS RECORDED THE NOTE AS A LIABILITY IN THE ACCOMPANYING STATEMENT OF FINANCIAL POSITION AS OF DECEMBER 31, 2021. IF AND WHEN, THE APPLICATION FOR FORGIVENESS IS APPROVED, THE NOTE PAYABLE, UP TO THE FORGIVEN AMOUNT, WILL BE RECOGNIZED AS FEDERAL GRANT REVENUE IN THE YEAR FORGIVENESS IS GRANTED.