2021-11-08T14:01:09-06:00 2020-12-31 521392008 GELMAN ROSENBERG & FREEDMAN 4550 MONTGOMERY AVE SUITE 800N BETHESDA MD 208142930 990 2020-01-01 522148006 NATIONAL COALITION FOR WOMEN WITH HEART DISEASE INC NATI 2027287199 1100 17TH STREET NO 500 WASHINGTON DC 20036 CELINA GORRE CEO 2027287199 2021-11-08 1 CELINA GORRE 999009999 RICHARD J LOCASTRO CPA P00288314 3019519090 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z CELINA GORRE 1100 17TH STREET NO 500 WASHINGTON DC 20036 1617977 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. 9 9 8 759 0 0 2083205 1615636 0 0 -1023 0 2104 2341 2084286 1617977 0 0 0 0 1257688 923110 77250 45510 441762 1819976 886428 3154914 1855048 -1070628 -237071 1075073 915005 441910 468913 633163 446092 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 361217 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 2020, 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. 206258 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 2020, 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 2020. THE PARTNERSHIP WITH HOSPITALS COMMITTED TO ADVANCING WOMEN'S HEART HEALTH PROVIDES A SOLID, COMMUNITY-BASED FOUNDATION FOR WOMENHEART PATIENT SUPPORT ACTIVITIES. 179279 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. 173525 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. 160201 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. 333726 1080480 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 19 0 1 8 1 0 0 0 0 0 0 0 0 0 0 0 0 X 9 9 0 0 0 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 1100 17TH STREET NW WASHINGTON DC 20036 GAYATHRI BADRINATH INTERIM CHAIR 10.00 X X 0 0 0 BARBARA TOMBROS PAST CHAIR 5.00 X X 0 0 0 KATHY WEBSTER TREASURER 1.00 X X 0 0 0 DEBRA GEE SECRETARY 2.00 X X 0 0 0 PAIGE BINGHAM MEMBER 1.30 X 0 0 0 DONNA WINBURN MEMBER 1.00 X 0 0 0 SHAON BERRY MEMBER 1.00 X 0 0 0 MARIE WARSHAUER MEMBER 2.40 X 0 0 0 PHYLLIS BLAUNSTEIN MEMBER 25.00 X 0 0 0 CELINA GORRE CEO 40.00 X 235000 0 8499 CALONDRA TIBBS COO 40.00 X 125723 0 16592 AMY FRIEDRICH-KARNIK VP, ADVOCACY & COMMUNICATION 40.00 X 130000 0 17599 490723 0 42690 3 0 1 0 GRF CPAS & ADVISORS 4550 MONTGOMERY AVENUE 800N BETHESDA MD 20814 ACCOUNTING 177696 1 387408 1228228 1615636 594 594 MISCELLANEOUS 900099 1747 1747 1747 1617977 0 0 2341 X 390514 131726 192930 65858 413157 250734 55269 107154 7933 7933 49078 26 49052 62428 33751 16233 12444 16595 6362 10233 196875 196875 45510 45510 196699 140548 52569 3582 234 234 83764 49161 34364 239 32410 2316 30094 144361 144361 8431 4051 2875 1505 17189 17189 3690 3690 71289 71289 8922 8922 OVERHEAD ALLOCATION 0 406216 -589979 183763 LICENSES AND PERMITS 55280 15750 31017 8513 PUBS, SUBSCRIP. & DUES 33577 20654 9967 2956 PAYROLL PROCESSING 8479 8479 8633 8124 504 5 1855048 1080480 332806 441762 X 490632 315868 234500 316635 6375 58849 36325 392963 170631 273622 222332 17470 17470 1075073 915005 226706 122946 97683 38525 205600 117521 101842 441910 468913 X -4985 89500 638148 356592 633163 446092 1075073 915005 -237071 50000 0 X 0 1 X 1 0 X 4449950 4417936 4393169 2083206 1615636 16959897 4449950 4417936 4393169 2083206 1615636 16959897 2528282 14431615 20234 9476 7211 21 594 37536 269 5926 3242 1345 10782 483 156 1790 759 1747 4935 17013150 6725 0.84830 0.86150 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 1 0 0 0 0 1 1908 0 0 1908 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 1660 3425 34570 25726 8844 353308 143245 210063 222332 CAPITAL LEASE OBLIGATION 7927 DEFERRED RENT 93915 101842 X 1674327 56350 56350 1617977 0 1617977 1911398 56350 56350 1855048 0 1855048 PART X, LINE 2: WOMENHEART IS EXEMPT FROM FEDERAL AND STATE INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THE INTERNAL REVENUE SERVICE HAS DETERMINED THAT WOMENHEART IS NOT A PRIVATE FOUNDATION. WOMENHEART'S INCOME TAX RETURNS ARE SUBJECT TO REVIEW AND EXAMINATION BY FEDERAL AND STATE AUTHORITIES. WOMENHEART IS NOT AWARE OF ANY ACTIVITIES THAT WOULD JEOPARDIZE ITS TAX-EXEMPT STATUS. X X X X X 1 ELEVATE 806 7TH STREET NW 301 WASHINGTON DC 20001 GRANT WRITING 0 0 45510 -45510 45510 -45510 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 CEO 235000 0 0 0 0 0 0 0 8499 0 243499 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 CALONDRA TIBBS RECEIVED A BONUS PAYMENT OF $10,000 AND AMY FREIDRICH-KARNIK RECEIVED A BONUS PAYMENT OF $5,000. 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 FINANCE 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 NOVEMBER 2020 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 78,427. MANAGEMENT AND GENERAL EXPENSES 52,569. FUNDRAISING EXPENSES 1,624. TOTAL EXPENSES 132,620. COMMUNICATIONS: PROGRAM SERVICE EXPENSES 53,121. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 38. TOTAL EXPENSES 53,159. FUNDRAISING: PROGRAM SERVICE EXPENSES 9,000. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 1,920. TOTAL EXPENSES 10,920. FORM 990, PART X, LINE 24: IN MAY 2020, WOMENHEART RECEIVED A $205,600 LOAN THROUGH THE PAYCHECK PROTECTION PROGRAM (PPP) UNDER THE CORONAVIRUS AID, RELIEF AND ECONOMIC SECURITY ACT (CARES ACT), WITH AN INTEREST RATE OF 1%. FOR SIX MONTHS FROM THE DATE OF THE LOAN, INTEREST WILL ACCRUE, BUT NO PAYMENT OF INTEREST OR PRINCIPAL IS DUE. AFTER THE SIX-MONTH DEFERRAL PERIOD ALL OR PART OF THE LOAN WILL BE FORGIVEN. ON THE 15TH DAY OF THE MONTH AFTER THE DEFERRAL PERIOD ALL ACCRUED INTEREST NOT FORGIVEN WILL BE DUE AND THE LOAN WILL CONVERT TO AN AMORTIZING TERM LOAN WITH A MATURITY DATE TWO YEARS FROM THE ORIGINAL LOAN DATE. WOMENHEART IS ELIGIBLE FOR LOAN FORGIVENESS OF UP TO 100% OF THE LOAN, UPON MEETING CERTAIN REQUIREMENTS. THE LOAN IS UNCOLLATERALIZED, AND IT IS FULLY GUARANTEED BY THE FEDERAL GOVERNMENT. WOMENHEART IS FOLLOWING THE GUIDANCE OF THE FINANCIAL ACCOUNTING STANDARDS BOARD ACCOUNTING STANDARDS CODIFICATION TOPIC 470, DEBT, (ASC 470) TO ACCOUNT FOR THE PPP LOAN. ACCORDING TO ASC 470, THE PROCEEDS RECEIVED FROM THE BANK SHOULD BE REPORTED AS CASH INFLOWS FROM FINANCING ACTIVITIES IN THE STATEMENT OF CASH FLOWS AND ALSO, AS DEBT ON THE STATEMENT OF FINANCIAL POSITION. ONCE FORGIVEN, THE DEBT WILL BE ELIMINATED AND WILL BE REPORTED AS AN EXTINGUISHMENT OF DEBT (REVENUE) ON THE STATEMENT OF ACTIVITIES. SUBSEQUENT TO YEAR-END, ON MAY 24, 2021, THE FORGIVENESS APPLICATION FOR THE PPP LOAN AS DESCRIBED ABOVE WAS PROCESSED BY THE U.S. SMALL BUSINESS ADMINISTRATION (SBA) AND TRUST BANK WAS NOTIFIED THAT THE PPP LOAN QUALIFIED FOR FULL FORGIVENESS. ADDITIONALLY, ON APRIL 8, 2021, WOMENHEART RECEIVED A SECOND DRAW PPP LOAN OF $210,319 AS PART OF THE PPP. THESE FUNDS MUST BE USED IN ACCORDANCE WITH PROGRAM REQUIREMENTS. SOME OF THE FUNDS MAY BE FORGIVEN BASED ON COMPLIANCE WITH PROGRAM REQUIREMENTS AND APPROVAL BY THE SBA. THE SBA MAY REVIEW FUNDING ELIGIBILITY AND USAGE OF FUNDS IN COMPLIANCE WITH THE PROGRAM BASED ON DOLLAR THRESHOLDS AND OTHER FACTORS. THE AMOUNT OF LIABILITY, IF ANY, FROM POTENTIAL NONCOMPLIANCE CANNOT BE DETERMINED WITH CERTAINTY; HOWEVER, MANAGEMENT IS OF THE OPINION THAT ANY REVIEW WILL NOT HAVE A MATERIAL ADVERSE IMPACT ON WOMENHEART'S FINANCIAL POSITION.