2018-11-29T10:43:03-06:00 2018-06-30 135565207 KPMG LLP 210 PARK AVENUE SUITE 2650 OKLAHOMA CITY OK 73102 990 2017-07-01 135613797 AMERICAN HEART ASSOCIATION INC AMER 2143736300 7272 GREENVILLE AVENUE DALLAS TX 75231 CYNTHIA ROBERTS CFO 2143736300 2018-11-30 true STEPHANIE L BAILEY P01646944 4052396411 2018-11-29 52.37.240.203 2018-11-29 10:43:03 CS P A645ECD2F2792ED79BA85DBF1FBBDD7CBC9696AD CA3A2397EB53BFA0C66843BC955DDEC62B7C669F 2017 2019-02-21 02:37:17Z NANCY BROWN 7272 GREENVILLE AVENUE DALLAS TX 75231 1125582030 false X WWW.HEART.ORG X 1924 NY THE AMERICAN HEART ASSOCIATION IS A NATIONAL VOLUNTARY HEALTH AGENCY FOCUSED ON ACTIVITIES RELATED TO THE CAUSES, DIAGNOSIS, PREVENTION, AND TREATMENT OF CARDIOVASCULAR DISEASE, STROKE AND OTHER RELATED DISEASES. 23 23 4572 40000000 660380 192723 630264296 659678567 35710140 43636836 33819554 46937365 105733572 101553966 805527562 851806734 173076809 172500615 0 358645227 372069721 3681123 3860402 106080843 293908522 278629093 829311681 827059831 -23784119 24746903 1364109766 1412915908 455846284 461117432 908263482 951798476 X THE AMERICAN HEART ASSOCIATION IS A NATIONAL VOLUNTARY HEALTH AGENCY FOCUSED ON ACTIVITIES RELATED TO THE CAUSES, DIAGNOSIS, PREVENTION, AND TREATMENT OF CARDIOVASCULAR DISEASE, STROKE AND OTHER RELATED DISEASES. OUR MISSION STATEMENT IS TO BE A RELENTLESS FORCE FOR A WORLD OF LONGER, HEALTHIER LIVES. false false 179116975 159154423 SEE SCHEDULE O FROM PIONEERING FRONTIERS IN PRECISION MEDICINE TO ACCELERATING DRUG DISCOVERY, THE AMERICAN HEART ASSOCIATION IS FULFILLING ITS MISSION: TO BE A RELENTLESS FORCE FOR A WORLD OF LONGER, HEALTHIER LIVES. OUR SUCCESS IS MEASURED IN LIVES SAVED, LAWS CHANGED, DISCOVERIES MADE, AND COMMUNITIES TRANSFORMED. THAT'S BEEN OUR LEGACY FOR ALMOST A CENTURY. SCIENCE AND RESEARCH SINCE 1949, THE AMERICAN HEART ASSOCIATION HAS FUNDED MORE THAN 4.3 BILLION IN RESEARCH PROJECTS THAT EXPLORE THE PREVENTION, DETECTION AND TREATMENT OF CARDIOVASCULAR DISEASES AND STROKE. IN 2017-18: - THE AHA ANNOUNCED FOUR NEW CENTERS WITHIN ITS VASCULAR DISEASE RESEARCH NETWORK, AND SIX CENTERS IN ITS ATRIAL FIBRILLATION RESEARCH NETWORK, INCLUDING TWO CENTERS FOCUSED ON CREATING, ADAPTING AND EVALUATING SHARED DECISION-MAKING TOOLS FOR PATIENTS AND CLINICIANS. - IN TRACKING PROGRESS TOWARD OUR 2020 STRATEGIC IMPACT GOALS, RECENT ESTIMATES INDICATE THAT WE HAVE ACHIEVED 3.95% IMPROVEMENT IN CARDIOVASCULAR HEALTH AND A 15.0% REDUCTION IN DEATHS FROM CARDIOVASCULAR DISEASES. IN ADDITION, WE HAVE CONTRIBUTED TO A 14.3% REDUCTION IN STROKE- RELATED DEATHS. - WE PARTNERED WITH LAWRENCE LIVERMORE NATIONAL LABORATORY AND BRIGHAM AND WOMEN'S HOSPITAL TO WORK TOWARD REDUCING DRUG DEVELOPMENT TIME BY UP TO 50% USING SUPERCOMPUTERS THAT ANALYZE HOW DRUGS BIND TO THEIR TARGETS. - TOGETHER WITH THE PAUL G. ALLEN FRONTIERS GROUP, WE ANNOUNCED WE ARE COMMITTING 43 MILLION TO CO-FUND RESEARCH ON HOW TO BETTER PREVENT, DETECT AND TREAT AGE-RELATED COGNITIVE IMPAIRMENT, INCLUDING ALZHEIMER'S DISEASE. - WE'RE ALSO CO-INVESTING IN EMERGING HEALTHCARE PRODUCTS THROUGH CARDEATION CAPITAL, A 30 MILLION VENTURE CAPITAL FUND WE ESTABLISHED WITH PHILIPS AND UNIVERSITY OF PITTSBURGH MEDICAL CENTER ENTERPRISES AND MANAGED BY APHELION CAPITAL. - IN ALLIANCE WITH DUKE CLINICAL RESEARCH INSTITUTE, THE AHA IS UNLOCKING THE POTENTIAL OF ARTIFICIAL INTELLIGENCE TO BETTER PREVENT AND TREAT CARDIOVASCULAR DISEASES. - WE GAINED SCIENTIFIC MOMENTUM VIA THE AHA INSTITUTE FOR PRECISION CARDIOVASCULAR MEDICINE BY INCREASING DATA POINTS ON OUR PRECISION MEDICINE PLATFORM 700-FOLD, FROM 35 MILLION TO 27.3 BILLION, AND BY ENROLLING 1,450 TOTAL PARTICIPANTS IN MY RESEARCH LEGACY AND THE PILOT STUDY. - THE AHA INSTITUTE OF PRECISION CARDIOVASCULAR MEDICINE ANNOUNCED THE FOLLOWING: - AWARDEES OF UNCOVERING PATTERNS GRANTS - SECOND ROUND OF DATA GRANTS WITH AMAZON WEB SERVICES (AWS) FOR TESTING AND REFINING ARTIFICIAL INTELLIGENCE AND MACHINE LEARNING - WINNERS OF THE INAUGURAL AHA, AWS COMPETITION FOR DATA GRANT PORTFOLIO 1.0 RECIPIENTS - THE ONE BRAVE IDEA SCIENCE INNOVATION CENTER OPENED IN BOSTON TO REVOLUTIONIZE CORONARY HEART DISEASE DETECTION. - THE AHA NAMED SEVEN RECIPIENTS OF ITS COFOUNDED CONGENITAL HEART DEFECT RESEARCH AWARDS, AN 826,600 INVESTMENT THAT WILL ULTIMATELY FUND MORE THAN 22 MILLION IN CONGENITAL HEART DISEASE RESEARCH THROUGH 2021. - THE AHA ISSUED TWO 1 MILLION MERIT AWARDS, TO BE DISTRIBUTED OVER FIVE YEARS, TO RESEARCHERS STUDYING HOW STRESS AFFECTS THE BRAIN AND HOW THESE CHANGES MAY AFFECT THE HEART AND MOLECULAR SIGNALING BY THE HEART. 306600101 5000461 3830280 SEE SCHEDULE O PUBLIC/CONSUMER EDUCATION - MORE THAN 100,000 PEOPLE HAVE BEEN TRAINED TO SAVE LIVES SINCE THE AMERICAN HEART ASSOCIATION LAUNCHED ITS HANDS-ONLY CPR TRAINING KIOSK PROGRAM IN 2016 FOLLOWING A PILOT RUN AT DALLAS-FORT WORTH INTERNATIONAL AIRPORT THREE YEARS EARLIER. - THE AHA AND GOOGLE DEVELOPED AN AUGMENTED REALITY VERSION OF HANDS-ONLY CPR TRAINING AVAILABLE ONLY ON ANDROID DEVICES THROUGH OUR MY CARDIAC COACH MOBILE APP. - THE AHA ANNOUNCED HEALTH SCREENING SERVICES, A BUSINESS LINE DESIGNED TO HELP CONSUMERS ACHIEVE IDEAL HEART HEALTH. CONDUCTED IN THE WORKPLACE AND AT COMMUNITY HEALTH EVENTS, SERVICES HELP CONSUMERS KNOW THEIR RISKS, MAKE BEHAVIOR CHANGES, AND SEEK SUPPORT AND FOLLOW-UP MEDICAL CARE. - IN OUR CONTINUING QUEST TO REDUCE HEALTH DISPARITIES, WE DEBUTED THE EMPOWERED TO SERVE URBAN BUSINESS STORYTELLING COMPETITION AND AWARDED 60,000 IN PRIZE MONEY TO THE 10 FINALISTS CHOSEN FROM AMONG MORE THAN 130 CONTESTANTS. - WITH A 500,000 GIFT FROM JOHN HOUSTON, RETIRED CEO OF HOUSTON ASSOCIATES IN STERLING, VA., THE AHA ANNOUNCED THE MID-ATLANTIC HBCU HEALTHY CHALLENGE COMPETITION. HBCU COEDS AT 30-PLUS CAMPUSES ARE PARTICIPATING IN THE 8- MONTH CONTEST TO DEVELOP INNOVATIVE, EFFECTIVE, SCALABLE SOLUTIONS TO REDUCE MINORITY HEALTH BARRIERS. - OUR YOUTH MARKET TEAM ARTFULLY APPLIED THE LATEST TECHNOLOGIES, INCLUDING 3D VIDEO AND AUGMENTED REALITY, TO ENGAGE CHILDREN IN OUR LIFESAVING MISSION. JUMP ROPE FOR HEART RAISED 61.7 MILLION IN ONLINE REVENUE THIS YEAR, UP 42 PERCENT FROM THE PREVIOUS YEAR. 117917487 2118995 158721648 SEE SCHEDULE O PROFESSIONAL EDUCATION - WE HOSTED MORE THAN A DOZEN SCIENTIFIC CONFERENCES, INCLUDING SCIENTIFIC SESSIONS AND THE INTERNATIONAL STROKE CONFERENCE, AS WELL AS MEETINGS FOCUSED ON SPECIALTY AREAS INCLUDING HYPERTENSION, PREVENTION AND QUALITY OF CARE. ATTENDEES AT ALL MEETINGS ARE ELIGIBLE FOR CONTINUING MEDICAL EDUCATION (CME) CREDITS. WE ALSO HOSTED A SUITE OF ONLINE LEARNING PROGRAMS WHICH OFFERED CME CREDITS. - WE PUBLISHED SCIENTIFIC STATEMENTS AND CLINICAL TREATMENT GUIDELINES FOR MEDICAL PROFESSIONALS, ADDRESSING A WIDE RANGE OF SPECIALTY AREAS INCLUDING HEART FAILURE, STROKE AND HYPERTENSION. - ESTABLISHED IN 2003 TO AID HOSPITAL ADHERENCE TO EVIDENCE-BASED TREATMENT GUIDELINES AND IMPROVE QUALITY OF LIFE FOR STROKE PATIENTS, GET WITH THE GUIDELINES-STROKE HAS GROWN FROM 24 PARTICIPATING HOSPITALS TO OVER 2,100 OF THE NATION'S 5,534 REGISTERED HOSPITALS. AS PARTICIPATION HAS INCREASED, THE PROGRAM DATABASE HAS EXPLODED TO MORE THAN 5 MILLION PATIENT RECORDS. - THE GET WITH THE GUIDELINES HEART FAILURE CLINICAL WORK GROUP SURPASSED 100 PUBLICATIONS IN FEBRUARY 2018, A CROWNING ACHIEVEMENT IN QUALITY IMPROVEMENT FROM A SCHOLARLY PERSPECTIVE. - THE AMERICAN HEART ASSOCIATION HAS ENROLLED A RECORD 34,241 MEMBERS, INCLUDING 28,696 IN 2017-18 ALONE, WELL ABOVE THE YEAR-END GOAL OF 27,000. 62861652 6226736 43846105 COMMUNITY SERVICES QUALITY OF CARE/SYSTEMS OF CARE - SAVING 50,000 LIVES ANNUALLY IS THE AIM OF RQI PARTNERS, A JOINT VENTURE BETWEEN THE AMERICAN HEART ASSOCIATION AND LAERDAL MEDICAL TO INCREASE HOSPITAL ADOPTION OF OUR RESUSCITATION QUALITY IMPROVEMENT PROGRAM. SO FAR, APPROXIMATELY 300 U.S. HOSPITALS ARE ON BOARD WITH RQI, IMPROVING THE CPR COMPETENCY OF MORE THAN 300,000 HEALTHCARE PROVIDERS. - THE AMERICAN HEART ASSOCIATION AND THE JOINT COMMISSION RE-TOOLED THEIR 15-YEAR RELATIONSHIP TO CREATE CO-BRANDED CARDIOVASCULAR HOSPITAL CERTIFICATION PROGRAMS THAT BRING THE LATEST EVIDENCE-BASED SCIENCE TO THE BEDSIDE QUICKLY AND EFFICIENTLY. - THE AMERICAN HEART ASSOCIATION IS COLLABORATING WITH THE AMERICAN DIABETES ASSOCIATION (ADA) AND INAUGURAL SPONSORS BOEHRINGER INGELHEIM, ELI LILLY AND COMPANY AND NOVO NORDISK TO RAISE AWARENESS OF THE TYPE 2 DIABETES-CARDIOVASCULAR DISEASE LINK. TOGETHER WITH THE ADA, WE WILL EDUCATE PATIENTS, TRAIN HEALTHCARE PROVIDERS, AND IMPLEMENT QUALITY IMPROVEMENT MEASURES FOR DIABETES TREATMENT FACILITIES. - THE NATIONAL GO RED FOR WOMEN TEAM INTRODUCED AN INITIATIVE TO FUND BLOOD PRESSURE KIOSKS POWERED BY THE AHA'S "CHECK. CHANGE. CONTROL." PROGRAM IN 10 COMMUNITIES ACROSS THE COUNTRY. THE TEAM EXCEEDED ITS GOAL WITH 4.1 MILLION IN CONTRIBUTIONS FOR 11 KIOSKS AND 4.1 MILLION IN MATCHING FUNDS FROM CVS HEALTH. THE KIOSKS ARE PROJECTED TO REACH OVER 3.5 MILLION WOMEN. - BY REDEFINING HIGH-BLOOD PRESSURE AS 130 OVER 80 OR GREATER, AND INSTALLING SELF-CHECK KIOSKS NATIONWIDE, WE'RE MOTIVATING MILLIONS TO SEEK CARE BEFORE IT'S TOO LATE. - WITH DINING OPERATIONS THAT SERVE 2 BILLION MEALS ANNUALLY IN 19 COUNTRIES, ARAMARK NOW OFFERS 14% LESS SODIUM, 15% LESS SATURATED FAT, 30% VEGAN OR VEGETARIAN OPTIONS, AND 10% WHOLE GRAINS AS A MAIN INGREDIENT AS PART OF OUR HEALTHY FOR LIFE 20 BY 20 PARTNERSHIP. - WITH A 15 MILLION GIFT FROM THE MARCUS FOUNDATION, WE CO-FOUNDED THE MARCUS STROKE NETWORK TO REDUCE DISABILITY AND DEATH IN AN 11-STATE REGION OF THE SOUTHEAST CALLED THE "STROKE BELT." - WE PARTNERED WITH THE CAMPAIGN TO TRANSFORM ADVANCED CARE (C-TAC) TO CHAMPION CAREGIVER POLICIES AND IMPROVE PATIENTS' END-OF-LIFE EXPERIENCE. PUBLIC ADVOCACY - THERE WERE 94 ADVOCACY WINS AT THE STATE LEVEL IN 2017-18. ON THE FEDERAL FRONT, CONGRESS VOTED "YES" ON A TWO-YEAR BUDGET DEAL THAT WE CHAMPIONED: 1) EXPANDING ACCESS TO TELESTROKE AND CARDIAC REHABILITATION SERVICES, 2) REMOVING MEDICARE CAPS FOR OUTPATIENT THERAPY, AND 3) ALLOCATING 3 BILLION TO FEDERAL HEALTH PROGRAMS. THIS IS THE MOST SIGNIFICANT FUNDING INCREASE IN 15 YEARS. - THANKS TO OUR ADVOCACY, LOCAL AND STATE LAWS ON SUGAR-SWEETENED BEVERAGES, SMOKING, AND CPR IN SCHOOLS ARE CHANGING IN FAVOR OF BETTER HEALTH FOR FUTURE GENERATIONS. BY THE END OF 2017-18, 8 CITIES TAXED SUGAR-SWEETENED BEVERAGES, 955 MUNICIPALITIES WERE SMOKE-FREE - INCLUDING 96 IN TEXAS - AND 39 STATES REQUIRED CPR TRAINING FOR PUBLIC HIGH SCHOOL GRADUATION. - SAN FRANCISCO RESIDENTS VOTED 68% TO 32% IN SUPPORT OF PROPOSITION E - WHICH WE ADVOCATED - AND THE COUNTRY'S MOST RESTRICTIVE BAN ON THE SALE OF MENTHOL CIGARETTES AND FLAVORED TOBACCO PRODUCTS THAT APPEAL TO KIDS. - WE FILED A LAWSUIT AGAINST THE FDA FOR ALLOWING E-CIGARETTES AND CIGARS - INCLUDING CANDY-FLAVORED PRODUCTS THAT APPEAL TO KIDS - TO REMAIN ON THE MARKET UNTIL 2021 OR LATER WITHOUT FILING SAFETY INFORMATION. - VOICES FOR HEALTHY KIDS LANDED 134 POLICY WINS IN UNDER 5 YEARS, MAKING EACH DAY HEALTHIER FOR APPROXIMATELY 170 MILLION PEOPLE. THIS IS JUST A SAMPLING OF OUR ACCOMPLISHMENTS. THE AMERICAN HEART ASSOCIATION'S SUCCESS IS ATTRIBUTABLE TO THE 40 MILLION DEDICATED VOLUNTEERS AND SUPPORTERS WHO GIVE VOICE TO OUR VISION, AS WELL AS OUR DEDICATED STAFF. TOGETHER, WE ARE INSPIRING BREAKTHROUGHS AND BLAZING PATHS TO BETTER HEALTH AND LONGER LIFE WORLDWIDE. 62861652 6226736 43846105 666496215 true true false true false false false false false true true false false true true true true false false true true true true true true true false true true true false false false false false false false false true true false false true true true true false false true X 3652 3 true 4572 true true true true CH false false true true true true false false false true false X 23 23 false false true false false false false true true false false true true true true true true true true true true AK AL AR CA CT FL GA HI IL KS KY LA MA MD ME MI MN MS NC ND NH NJ NM NY OH OK OR PA RI SC TN UT VA WA WI WV X X CYNTHIA ROBERTS 2143736300 7272 GREENVILLE AVENUE DALLAS TX 75231 JAMES J POSTL CHAIRMAN 7.00 X X 0 0 0 BERTRAM L SCOTT CHAIRMAN-ELE 5.00 X X 0 0 0 ALVIN L ROYSE IMMEDIATE PA 4.00 X X 0 0 0 RAYMOND P VARA JR TREASURER 8.00 X X 0 0 0 JOHN J WARNER PRESIDENT 8.00 X X 0 0 0 STEVEN R HOUSER IMMEDIATE PA 5.00 X X 0 0 0 IVOR BENJAMIN PRESIDENT-EL 6.00 X X 0 0 0 MARY ANN BAUMAN BOARD MEMBER 3.00 X 0 0 0 EMELIA J BENJAMIN BOARD MEMBER 3.00 X 0 0 0 DOUGLAS S BOYLE BOARD MEMBER 3.00 X 0 0 0 LLOYD H DEAN BOARD MEMBER 3.00 X 0 0 0 MITCHELL S V ELKIND BOARD MEMBER 3.00 X 0 0 0 J DONALD FANCHER BOARD MEMBER 3.00 X 0 0 0 LINDA GOODEN BOARD MEMBER 3.00 X 0 0 0 RON W HADDOCK BOARD MEMBER 3.00 X 0 0 0 ROBERT A HARRINGTON BOARD MEMBER 3.00 X 0 0 0 MARSHA JONES BOARD MEMBER 3.00 X 0 0 0 STACEY E ROSEN BOARD MEMBER 3.00 X 0 0 0 LEE SHAPIRO BOARD MEMBER 3.00 X 0 0 0 DAVID A SPINA BOARD MEMBER 3.00 X 0 0 0 BERNARD J TYSON BOARD MEMBER 3.00 X 0 0 0 THOMAS PINA WINDSOR BOARD MEMBER 3.00 X 0 0 0 JOSEPH C WU BOARD MEMBER 3.00 X 0 0 0 NANCY BROWN CEO 38.00 X 1598691 0 135272 CYNTHIA ROBERTS CFO 38.00 X 315280 0 54030 LARRY CANNON CAO/CORP SEC 38.00 X 307903 0 3374 LYNNE DARROUZET CORP SEC THR 38.00 X 279176 0 53850 ROSE MARIE ROBERTSON CHIEF SCIEN/ 38.00 X 585317 0 75485 LESLIE UPTON COO 38.00 X 556435 0 72392 JOHN J MEINERS CHIEF - 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OTHER INCOME OTHER INCOME IS GENERALLY COMPRISED OF THE CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS, MISCELLANEOUS TRADE SHOW REVENUE, AND UNCOLLECTIBLE ACCOUNTS RECEIVABLE. true true true 534051 true 72472 true 307217 true 5465086 true 602302 true 510775 false 7491903 false SCHEDULE C, PART IV PART II-B LINE 1, LOBBYING ACTIVITIES: IN SUPPORT OF ITS MISSION TO BE A RELENTLESS FORCE FOR A WORLD OF LONGER, HEALTHIER LIVES, THE AMERICAN HEART ASSOCIATION (AHA) PLANS, COORDINATES AND IMPLEMENTS A PUBLIC ADVOCACY PROGRAM. AT THE NATIONAL LEVEL, THIS PROGRAM INCLUDES MAINTAINING AND EXPANDING CONTACTS WITH MEMBERS OF CONGRESS. SIMILAR RELATIONSHIPS ARE BUILT BY THE REGIONAL AFFILIATES, ADVOCATING AT THE STATE AND LOCAL LEVELS. TO GUIDE ITS FEDERAL, STATE AND LOCAL EFFORTS, THE ASSOCIATION IMPLEMENTS A PUBLIC POLICY AGENDA BY MAINTAINING ACTIVE PARTNERSHIPS IN HEALTH-RELATED COALITIONS WITH OTHER LIKE-MINDED GROUPS; ROBUST POLICY RESEARCH THAT IS SCIENCE AND EVIDENCE- BASED, PRODUCING DOCUMENTS SUCH AS POLICY POSITION STATEMENTS, FACT SHEETS, AND PUBLISHED PAPERS, MEDIA ADVOCACY, INCLUDING LETTERS TO THE EDITOR, OP- ED PIECES, ADVERTORIALS AND NEWS CONFERENCES; MONITORING AND COMMENTING ON REGULATORY PROPOSALS; SUBMITTING TESTIMONY AND STATEMENTS FOR THE RECORD IN RESPONSE TO PROPOSED POLICY INITIATIVES; MAINTAINING AN ACTIVE VOLUNTEER GRASSROOTS NETWORK AVAILABLE TO WRITE, CALL AND/OR VISIT LOCAL, STATE AND FEDERAL POLICYMAKERS; AND LOBBYING OF LOCAL, STATE AND FEDERAL LEGISLATIVE BODIES. THE AMERICAN HEART ASSOCIATION IS COMMITTED THROUGHOUT ITS PUBLIC POLICY WORK TO PROACTIVELY CONFRONT AND ADDRESS THE HEALTH INEQUITIES AND DISPARITIES THAT EXIST IN OUR COUNTRY. THE ASSOCIATION ENCOURAGES CONGRESS, STATE LEGISLATURES, LOCAL GOVERNMENTS, FEDERAL AGENCIES AND STATE AGENCIES TO JOIN THE FIGHT AGAINST CARDIOVASCULAR DISEASE, INCLUDING STROKE, THE LEADING CAUSE OF DEATH IN THE UNITED STATES. THE ASSOCIATION'S STRATEGIC PUBLIC POLICY PRIORITIES ARE IN THE FOLLOWING AREAS: - HEART DISEASE AND STROKE RESEARCH: A TOP PRIORITY OF THE ASSOCIATION IS TO ENSURE SUPPORT FOR BASIC, CLINICAL, TRANSLATIONAL, HEALTH SERVICES, OUTCOMES, GENOMICS, AND COMPARATIVE EFFECTIVENESS RESEARCH AND THE OVERALL RESEARCH ENVIRONMENT AS WELL AS COMMUNITY HEALTH SERVICES, PUBLIC HEALTH PROGRAMS, POLICY EVALUATION AND ECONOMICS. THE AHA ADVOCATES FOR SIGNIFICANTLY INCREASING FUNDING FOR THE NATIONAL INSTITUTES OF HEALTH AND OTHER STATE AND FEDERAL GOVERNMENT AGENCIES TO ENHANCE HEART AND STROKE RESEARCH. - IMPROVING CARDIOVASCULAR HEALTH (PREVENTION): THE AMERICAN HEART ASSOCIATION PRIORITIZES PUBLIC POLICIES AIMED AT PROMOTING AND IMPROVING THE HEALTH FACTORS FOR ALL AMERICANS. THESE POLICY PRIORITIES ADDRESS OBESITY PREVENTION, DIAGNOSIS, AND TREATMENT, INCREASING ACCESS TO HEALTHY AND AFFORDABLE FOODS, HEALTHY DIET AND NUTRITION, INCREASING PHYSICAL ACTIVITY, ADDRESSING TOBACCO CONTROL AND PREVENTION, AND AIR POLLUTION. THE AHA ADDRESSES THESE ISSUES AT THE LOCAL, STATE, AND FEDERAL LEVEL WITH LEGISLATION, REGULATION, AND OTHER POLICY CHANGE. - SUPPORT HIGH QUALITY/HIGH VALUE HEART AND STROKE CARE AND REDUCE HEALTH DISPARITIES: THE AHA PROMOTES PUBLIC POLICIES AIMED AT IMPROVING HEALTH CARE QUALITY, REDUCING HEALTH DISPARITIES, AND PROMOTING HIGH VALUE, EVIDENCE-BASED CARDIOVASCULAR CARE. TO PROMOTE HEALTH CARE QUALITY, THE AHA ADDRESSES CLINICAL GUIDELINES AND TREATMENT PROTOCOLS, DEVELOPMENT OF DISEASE REGISTRIES, THE ROLE OF QUALITY IN HEALTH CARE PAYMENT SYSTEMS, DRUG FORMULARY POLICY, DELIVERY SYSTEM REFORMS AND CONTINUUM OF CARE, IMPROVED CARE COORDINATION, THE ROLE, DEVELOPMENT AND IMPLEMENTATION OF ELECTRONIC MEDICAL RECORDS AND RELATED HEALTH INFORMATION TECHNOLOGY, AND PROMOTING SAFE, EVIDENCE-BASED AND HIGH VALUE TREATMENTS FOR CARDIOVASCULAR DISEASE. - ENSURE APPROPRIATE AND TIMELY ACCESS TO HEART DISEASE AND STROKE CARE: THE AHA ADVANCES COMPREHENSIVE COVERAGE AND TIMELY ACCESS TO APPROPRIATE CARE FOR HEART DISEASE, PERIPHERAL ARTERY DISEASE, AND STROKE WITH A FOCUS ON ADEQUATE AND AFFORDABLE COVERAGE, APPROPRIATE SYSTEMS OF EMERGENCY CARE, TELEMEDICINE AND SURVEILLANCE. THIS INCLUDES PROMOTING SYSTEMS OF CARE AROUND STROKE, ST ELEVATED MYOCARDIAL INFARCTION (STEMI), EMERGENCY CARE, OUT OF HOSPITAL CARDIAC ARREST, AND TELEHEALTH. - CHARITABLE ORGANIZATIONS: THE ASSOCIATION SUPPORTS POLICIES THAT PRESERVE THE VIABILITY OF NON-PROFIT ORGANIZATIONS BY MONITORING AND AS APPROPRIATE, INCLUDING LEGISLATIVE AND REGULATORY EFFORTS THAT ATTEMPT TO RESTRICT OR PROHIBIT CHARITABLE GIVING AND OTHER NON-PROFIT EFFORTS AND ACTIVITIES. THESE INCLUDE PROTECTING NON-PROFIT SECTOR INTERESTS, PROMOTING TAX POLICY CONDUCIVE TO CHARITABLE ORGANIZATIONS, ENCOURAGING VOLUNTEERISM, PRESERVING PUBLIC FUNDING FOR VOLUNTARY HEALTH ORGANIZATIONS, AND SAFEGUARDING THE ABILITY OF CHARITABLE ORGANIZATIONS TO ENGAGE IN ADVOCACY. 61764937 655251 5093973 2192431 65321730 57605436 52738 6183220 2076457 61764937 58787778 320261 416395 1918998 57605436 59247803 1000570 724008 2184603 58787778 51925992 1527764 7416550 1622503 59247803 0.69980 0.30020 false false 9705115 9705115 72450104 43887742 28562362 5202478 4362576 839902 100256646 72662633 27594013 278288 278288 66701392 BENEFICIAL INTEREST IN PERPETUAL TRU 147585710 SPLIT INTEREST AGREEMENTS 70837049 218422759 CHARITABLE GIFT ANNUITIES 12465926 POST-RETIREMENT BENEFITS 12076381 SUPPLEMENTAL RETIREMENT PLAN 5769110 RENT DEFERRALS/AMORTIZATION 2038696 CAPITAL LEASE OBLIGATIONS 1162454 OTHER PAYABLES 392001 33904568 X 933158387 17889217 15566440 33455657 899702730 1983806 -49879802 -47895996 851806734 889623393 15566440 -898874 14667566 874955827 1983806 -49879802 -47895996 827059831 SCHEDULE D, PAGE 2, PART V, LINE 4 THE INTENDED USE OF ENDOWMENT FUNDS IS TO PROVIDE FUNDING FOR RESEARCH AND OTHER MISSION-RELATED PROGRAMS. SCHEDULE D, PAGE 3, PART X THE ASSOCIATION IS EXEMPT FROM FEDERAL INCOME TAXES ON RELATED INCOME UNDER SECTION 501(A) OF THE INTERNAL REVENUE CODE (IRC) OF 1986, AS AMENDED, AS AN ORGANIZATION DESCRIBED IN IRC SECTION 501(C)(3). FURTHER, THE ASSOCIATION HAS BEEN CLASSIFIED AS AN ORGANIZATION THAT IS NOT A PRIVATE FOUNDATION UNDER IRC SECTION 509(A) AND, AS SUCH, CONTRIBUTIONS TO THE ASSOCIATION QUALIFY FOR DEDUCTION AS CHARITABLE CONTRIBUTIONS. HOWEVER, INCOME GENERATED FROM ACTIVITIES UNRELATED TO THE ASSOCIATION'S EXEMPT PURPOSE IS SUBJECT TO TAX UNDER IRC SECTION 511. THE ASSOCIATION DID NOT HAVE A MATERIAL UNRELATED BUSINESS INCOME TAX LIABILITY FOR THE YEARS ENDED JUNE 30, 2018 AND 2017. THE ASSOCIATION BELIEVES THAT IT HAS TAKEN NO SIGNIFICANT UNCERTAIN TAX POSITIONS. SCHEDULE D, PAGE 4, PART XI, LINE 4B COST OF GOODS SOLD -49,790,298 RENTAL EXPENSES -179,305 FUNDRAISING EXPENSES 89,801 SCHEDULE D, PAGE 4, PART XII, LINE 2D POST-RETIREMENT (ASC 715) ADJUSTMENT -898,874 SCHEDULE D, PAGE 4, PART XII, LINE 4B SEE PART XI, LINE 4B -49,879,802 SCHEDULE D, PAGE 4, PART XIII EFFECT OF ADOPTION OF ASC 715 (FORMERLY FASB STATEMENT NO. 158) ASC 715 (FORMERLY FASB STATEMENT NO. 158) REQUIRES EMPLOYERS TO FULLY RECOGNIZE THE OVERFUNDED OR UNDERFUNDED POSITIONS (THE DIFFERENCE BETWEEN THE FAIR VALUE OF PLAN ASSETS AND THE BENEFIT OBLIGATION) OF DEFINED BENEFIT PENSION, RETIREE HEALTHCARE AND OTHER POSTRETIREMENT PLANS IN THEIR BALANCE SHEETS. THE EFFECT OF THIS CHANGE ON AHA IS 898,874 FOR FISCAL YEAR ENDED JUNE 30, 2018. true CENTRAL AMERICA AND CARIBBEAN PROGRAM SERVICES EDUCATIONAL MATERIAL 129754 EAST ASIA AND THE PACIFIC 2 2 PROGRAM SERVICES EDUCATIONAL MATERIAL 1609766 EUROPE (INCL ICELAND AND GREENLAND) 1 2 PROGRAM SERVICES EDUCATIONAL MATERIAL 1082224 MIDDLE EAST AND NORTH AFRICA 1 4 PROGRAM SERVICES EDUCATIONAL MATERIAL 1544186 NORTH AMERICA PROGRAM SERVICES EDUCATIONAL MATERIAL 968381 SOUTH AMERICA PROGRAM SERVICES EDUCATIONAL MATERIAL 701335 SOUTH ASIA PROGRAM SERVICES EDUCATIONAL MATERIAL 617117 SUB-SAHARAN AFRICA PROGRAM SERVICES EDUCATIONAL MATERIAL 130680 EAST ASIA AND THE PACIFIC 2 2 GRANTMAKING RESEARCH PRIZE 23521 EUROPE (INCL ICELAND AND GREENLAND) 1 2 GRANTMAKING RESEARCH PRIZE 25179 NORTH AMERICA GRANTMAKING RESEARCH PRIZE 23101 SOUTH AMERICA GRANTMAKING RESEARCH PRIZE 1000 MIDDLE EAST AND NORTH AFRICA 1 4 GRANTMAKING RESEARCH PRIZE 1030 CENTRAL AMERICA AND THE CARIBBEAN INVESTMENTS 157167 EAST ASIA AND THE PACIFIC INVESTMENTS 36612380 EUROPE (INCL ICELAND AND GREENLAND) INVESTMENTS 61569793 MIDDLE EAST AND NORTH AFRICA INVESTMENTS 433493 NORTH AMERICA INVESTMENTS 18335095 RUSSIA AND NEIGHBORING STATES INVESTMENTS 379546 SOUTH AMERICA INVESTMENTS 2774176 SOUTH ASIA INVESTMENTS 550028 SUB-SAHARAN AFRICA INVESTMENTS 635590 8 16 8 16 105630107 22674435 128304542 PROF EDUCATION 197000 WIRE TRANSFER PROF EDUCATION 355000 WIRE TRANSFER 2 RESEARCH PRIZE EAST ASIA AND THE PACIFIC 29 23521 WIRE TRANSFER RESEARCH PRIZE EUROPE (INCL ICELAND AND GREENLAND) 31 25180 WIRE TRANSFER RESEARCH PRIZE MIDDLE EAST AND NORTH AFRICA 1 1030 WIRE TRANSFER RESEARCH PRIZE NORTH AMERICA 25 23101 WIRE TRANSFER RESEARCH PRIZE SOUTH AMERICA 1 1000 WIRE TRANSFER true false true false false true SCHEDULE F, PAGE 1, PART I, LINE 2 WITH RESPECT TO GRANTS MADE BY AMERICAN HEART ASSOCIATION TO FOREIGN INDIVIDUALS, THE RECIPIENT OF AHA FUNDS MUST SATISFY CERTAIN REQUIREMENTS OUTLINED IN THE GRANT AGREEMENT. UPON SATISFACTORY COMPLETION OF THE AGREEMENT AND WRITTEN ACCEPTANCE OF ALL SERVICES, AHA REMITS THE REMAINING BALANCE OF THE GRANTED FUNDS TO THE RECIPIENT. WITH RESPECT TO GRANTS MADE BY AMERICAN HEART ASSOCIATION TO FOREIGN ORGANIZATIONS, THE AHA'S POLICY IS TO UNDERTAKE EQUIVALENCY DETERMINATION ON FOREIGN ORGANIZATION RECIPIENTS. THIS PROCESS IS COMPRISED OF OBTAINING THE RECIPIENT ORGANIZATION'S MISSION STATEMENT, FINANCIAL RESULTS, ORGANIZATION DOCUMENTS, SUCH AS BYLAWS AND ARTICLES OF INCORPORATION, AND RENDERING AN OPINION AS TO WHETHER OR NOT THE ORGANIZATION WOULD QUALIFY AS A 501(C)(3) PUBLIC CHARITY IN THE UNITED STATES. RESULTS OF GRANT INITIATIVES ARE MADE AVAILABLE TO AHA BY THE RECIPIENT ORGANIZATION. SCHEDULE F, PAGE 1, PART I, LINE 3 CENTRAL AMERICA AND CARIBBEAN 129,754 0 EAST ASIA AND THE PACIFIC 1,609,766 0 EUROPE (INCL ICELAND AND GREENLAND) 1,082,224 0 MIDDLE EAST AND NORTH AFRICA 1,544,186 0 NORTH AMERICA 968,381 0 SOUTH AMERICA 701,335 0 SOUTH ASIA 617,117 0 SUB-SAHARAN AFRICA 130,680 0 EAST ASIA AND THE PACIFIC 23,521 0 EUROPE (INCL ICELAND AND GREENLAND) 25,179 0 NORTH AMERICA 23,101 0 SOUTH AMERICA 1,000 0 MIDDLE EAST AND NORTH AFRICA 1,030 0 CENTRAL AMERICA AND THE CARIBBEAN 0 157,167 EAST ASIA AND THE PACIFIC 0 36,612,380 EUROPE (INCL ICELAND AND GREENLAND) 0 61,569,793 MIDDLE EAST AND NORTH AFRICA 0 433,493 NORTH AMERICA 0 18,335,095 RUSSIA AND NEIGHBORING STATES 0 379,546 SOUTH AMERICA 0 2,774,176 SOUTH ASIA 0 550,028 SUB-SAHARAN AFRICA 0 635,590 SCHEDULE F, PAGE 5, PART V PART I, LINE 3 THE ASSOCIATION'S INVESTMENTS IN SECURITIES OF FOREIGN CORPORATIONS ARE MADE THROUGH U.S. BROKERAGE ACCOUNTS. THESE INVESTMENTS ARE MANAGED BY INDEPENDENT INVESTMENT MANAGERS AS PART OF A DIVERSIFIED STRATEGY FOR THE ASSOCIATION'S INVESTMENTS. THE INVESTMENT MANAGERS ARE GUIDED BY THE ASSOCIATION'S INVESTMENT POLICY OVERSEEN BY THE INVESTMENT COMMITTEE OF THE BOARD OF DIRECTORS. PART IV, LINE 6 THE ASSOCIATION FILED FORM 5713 WITH ITS FEDERAL FORM 990-T TO REPORT SALES OF EDUCATION AND TRAINING MATERIALS IN THE UNITED ARAB EMIRATES (UAE). ALTHOUGH UAE IS CONSIDERED A BOYCOTTING COUNTRY, THE ASSOCIATION DOES NOT PARTICIPATE IN ANY BOYCOTTING ACTIVITIES. X X X X X X X true INFOCISION MANAGEMENT 33 SPRINGSIDE DRIVE AKRON OH 44333 TELEMKTG false 4209253 3770601 438652 INSURANCE AUTO AUCTIONS 13085 HAMILTON CROSSING SUITE 500 CARMEL IN 46032 CAR DONOR true 352157 89801 262356 4561410 3860402 701008 All States DAL HEARTWALK 6001151 6001151 72204 403604 343 18821 2840 SF HEARTWALK 5352385 5352385 25536 164882 81472 3700 3780 7397 326057064 298480080 27576984 12558910 13661695 8043482 2039724 3340085 337410600 309833616 27576984 12656650 14230181 8125297 2062245 3346705 40421078 -12844094 29783 false false 77920 false 107703 107703 AL FL GA LA MS OH SD TN TX false LICENSED WHERE REQUIRED. SOME STATES DO NOT REQUIRE SPECIFIC false false true 1.00000 CYNTHIA ROBERTS 7272 GREENVILLE AVENUE DALLAS TX 75231 false SEE SCHEDULE G PART IV false SCHEDULE G, PAGE 1, PART I, LINE 2B, COLUMN (III) INSURANCE AUTO AUCTIONS X SCHEDULE G, PAGE 2, PART III, LINE 9 TENNESSEE, TEXAS SCHEDULE G, PART IV PART I, LINE 2B, COLUMN (III) INSURANCE AUTO AUCTIONS PROVIDES SERVICES RELATED TO THE MANAGEMENT OF VEHICLE DONATIONS. THIS INCLUDES ANSWERING DONOR CALLS, PREPARATION AND SALE OF DONATED VEHICLES, AND ACKNOWLEDGEMENT OF DONORS. VEHICLE DONATIONS ARE RECIEVED THROUGHOUT THE YEAR. AHA PAYS A FIXED MANAGEMENT FEE PER VEHICLE BASED ON VOLUME. INSURANCE AUTO AUCTIONS RETAINS CUSTODY OF THE SALE PROCEEDS UNTIL THEY ARE DEPOSITED IN AHA'S ACCOUNT. PART I, LINE 2B, COLUMN (V) INFOCISION PROVIDES SERVICES RELATED TO VARIOUS TELEPHONE MARKETING CAMPAIGNS, INCLUDING VOLUNTEER RECRUITMENT AND TRAINING, SENDING OF FOLLOW-UP MAILINGS, AND REPORTING OF RESULTS. THE CONTRACT WITH INFOCISION PROVIDES THAT AHA REIMBURSE INFOCISION FOR POSTAGE AND OTHER MAILING MATERIALS. OF THE 3,770,601 PAID TO INFOCISION DURING THE YEAR, 4,934 ARE REIMBURSEMENTS OF POSTAGE AND OTHER MAILING MATERIALS. SCHEDULE G, PART III, LINE 16 THE ASSOCIATION DOES NOT HAVE AN OVERALL MANAGER FOR GAMING ACTIVITIES. EACH GAMING EVENT IS MANAGED LOCALLY BY THE AFFILIATE OFFICE STAFF RESPONSIBLE FOR EVENTS IN THAT LOCATION. true ADVOCATE HEALTH AND HOSPITALS CORP 3075 HIGHLAND PKWY DOWNERS GROVE IL 60515 362169147 (C)(3) 55000 EQUIPMENT UPGRADE AFTERSCHOOL ALLIANCE 1616 H ST NW 820 WASHINGTON DC 20006 522275123 (C)(3) 263498 COMMUNITY IMPACT ALASKA TRAILS PO BOX 100627 ANCHORAGE AK 99510 731677483 (C)(3) 42090 CHILDHOOD OBESITY ALBANY MEDICAL CENTER 47 NEW SCOTLAND AVE ALBANY NY 12208 141338310 (C)(3) 1131000 RESEARCH ALBERT EINSTEIN COLLEGE OF MEDICINE 1300 MORRIS PARK AVE BRONX NY 10461 131624225 (C)(3) 810456 RESEARCH ALEGENT HEALTH-IMMANUEL MEDICAL CTR 6901 NORTH 72ND ST OMAHA NE 68122 470376615 (C)(3) 31050 EQUIPMENT UPGRADE ALLEGAN GENERAL HOSPITAL 555 LINN ST ALLEGAN MI 49010 381359180 (C)(3) 12250 EQUIPMENT UPGRADE ALLEN MEMORIAL HOSPITAL CORPORATION 1825 LOGAN AVE WATERLOO IA 50703 420698265 (C)(3) 11500 EQUIPMENT UPGRADE ALLIANCE FOR A HEALTHIER GENERATION 55 WEST 125TH ST NEW YORK NY 10027 272028308 (C)(3) 2299614 CHILDHOOD OBESITY ALTRU HEALTH FOUNDATION PO BOX 6002 GRAND FORKS ND 58201 450368330 (C)(3) 43000 EQUIPMENT UPGRADE AMERICAN INDIAN CANCER FOUNDATION 3001 BROADWAY ST NE MINNEAPOLIS MN 55413 270300026 (C)(3) 100000 COMMUNITY IMPACT ANN & ROBERT H LURIE CHILDRENS HOSP 225 E CHICAGO AVE CHICAGO IL 60611 362170833 (C)(3) 45000 COMMUNITY IMPACT ARIZONA STATE UNIVERSITY 660 S MILL AVE TEMPE AZ 85281 860196696 GOV 157748 RESEARCH ASHLEY MEDICAL CENTER PO BOX 450 ASHLEY ND 58413 450255914 (C)(3) 7800 EQUIPMENT UPGRADE AUGUSTA AMBULANCE SERVICE PO BOX 408 AUGUSTA MT 59410 810416417 (C)(3) 25000 DEFIB/MONITORS BALL STATE UNIVERSITY 2000 W UNIVERSITY AVE MUNCIE IN 47306 356000221 GOV 153917 RESEARCH BARAKA COMMUNITY WELLNESS 130 WARREN ST 3RD FLOOR ROXBURY MA 02119 462584139 (C)(3) 40000 COMMUNITY IMPACT BATON ROUGE SPONSORING COMMITTEE 756 S ACADIAN THROUGHWAY 1 BATON ROUGE LA 70806 800581861 (C)(3) 96900 COMMUNITY IMPACT BAYLOR COLLEGE OF MEDICINE PO BOX 301207 DALLAS TX 75303 741613878 (C)(3) 2438080 RESEARCH BAYSTATE MEDICAL CENTER INC 759 CHESTNUT ST SPRINGFIELD MA 01107 042790311 (C)(3) 199998 RESEARCH BECKMAN RESEARCH INSTITUTE 1500 E DUARTE RD DUARTE CA 91010 953432210 (C)(3) 220900 RESEARCH BENEFIS HOSPITALS INC 500 15TH AVE S GREAT FALLS MT 59405 810232122 (C)(3) 11500 EQUIPMENT UPGRADE BEST PRACTICE MEDICINE 601 HAGGERTY LANE A BOZEMAN MT 59715 473768574 (C)(3) 86500 EQUIPMENT UPGRADE BETH ISRAEL DEACONESS MEDICAL CTR 330 BROOKLINE AVE BOSTON MA 02215 042103881 (C)(3) 868532 RESEARCH BICYCLE FEDERATION OF WISCONSIN 3618 W PIERCE ST 250 MILWAUKEE WI 53215 391686663 (C)(3) 89788 CHILDHOOD OBESITY BILLINGS CLINIC FOUNDATION 1020 NORTH 27TH ST BILLINGS MT 59101 810407289 (C)(3) 11500 EQUIPMENT UPGRADE BOSTON MEDICAL CENTER CORPORATION ONE BOSTON MEDICAL CENTER PLACE BOSTON MA 02118 043314093 (C)(3) 20000 COMMUNITY IMPACT BOSTON UNIVERSITY MEDICAL CAMPUS 85 EAST NEWTON ST BOSTON MA 02118 042103547 (C)(3) 1888850 RESEARCH BOZEMAN DEACONESS FOUNDATION 931 HIGHLAND BOULEAVRD 3200 BOZEMAN MT 59715 841407943 (C)(3) 11500 EQUIPMENT UPGRADE BRIGHAM & WOMEN'S HOSPITAL PO BOX 3887 BOSTON MA 02241 042312909 (C)(3) 9267701 RESEARCH BROWN UNIVERSITY 164 ANGELL ST PROVIDENCE RI 02912 050258809 (C)(3) 353684 RESEARCH CALIFORNIA BICYCLE COALITION 1017 L ST 288 SACRAMENTO CA 95814 680417507 (C)(3) 44699 CHILDHOOD OBESITY CALIFORNIA CTR FOR PUBLIC HEALTH 1947 GALILEO COURT 101 DAVIS CA 95618 954723901 (C)(3) 150000 COMMUNITY IMPACT CALIFORNIA FOOD POLICY ADVOCATES 1970 BROADWAY 760 OAKLAND CA 94612 943163142 (C)(3) 62500 CHILDHOOD OBESITY CALIFORNIA INSTITUTE OF TECHNOLOGY 1200 E CALIFORNIA BLVD PASADENA CA 91125 951643307 (C)(3) 164144 RESEARCH CAMPAIGN FOR TOBACCO FREE KIDS 1400 I ST NW 1200 WASHINGTON DC 20005 521969967 (C)(3) 275000 ADVOCACY CARROLL COUNTY AMBULANCE 203 EAST 3RD ST CARROLL IA 51401 426004323 GOV 5325 EQUIPMENT UPGRADE CASE WESTERN RESERVE UNIVERSITY 10900 EUCLID AVE CLEVELAND OH 44106 341018992 (C)(3) 407376 RESEARCH CAVALIER COUNTY MEMORIAL HOSPITAL 909 2ND ST LANGDON ND 58249 450306787 (C)(3) 7800 EQUIPMENT UPGRADE CEDARS-SINAI MEDICAL CENTER 6500 WILSHIRE BLVD 1150 LOS ANGELES CA 90048 951644600 (C)(3) 972456 RESEARCH CENTRAL IOWA HOSPITAL CORPORATION 1200 PLEASANT ST DES MOINES IA 50309 420680452 (C)(3) 12000 EQUIPMENT UPGRADE CENTRAL MICHIGAN UNIVERSITY 251 FOUST MOUNT PLEASANT MI 48859 386004447 GOV 308000 RESEARCH CENTRALIA-PEOSTA CMTY FIRE DEPT 10669 CHICKADEE DR PEOSTA IA 52068 421465914 (C)(3) 24500 DEFIB/MONITORS CHAPMAN UNIVERSITY ONE UNIVERSITY DR ORANGE CA 92866 951643992 (C)(3) 126120 RESEARCH CHI LISBON HEALTH 905 MAIN ST LISBON ND 58054 820558836 (C)(3) 7800 EQUIPMENT UPGRADE CHILDREN'S HOSPITAL BOSTON 300 LONGWOOD AVE BOSTON MA 02115 042774441 (C)(3) 1373084 RESEARCH CHILDREN'S HOSPITAL MEDICAL CENTER 3333 BURNETT AVE CINCINNATI OH 45229 310833936 (C)(3) 732592 RESEARCH CHILDREN'S HOSPITAL OF LOS ANGELES 4650 SUNSET BLVD LOS ANGELES CA 90027 951690977 (C)(3) 200000 RESEARCH CHILDREN'S MERCY HOSPITAL PO BOX 803852 KANSAS CITY MO 64108 440605373 (C)(3) 230570 RESEARCH CHRISTIAN UNITY HOSPITAL CORP 164 WEST 13TH ST GRAFTON ND 58237 450310159 (C)(3) 7800 EQUIPMENT UPGRADE CITY OF AKRON 220 REED ST AKRON IA 51001 426004180 GOV 25562 EQUIPMENT UPGRADE CITY OF ANTHON 301 EAST MAIN ST ANTHON IA 51004 426004236 GOV 25562 EQUIPMENT UPGRADE CITY OF BOULDER PO BOX 68 BOULDER MT 59632 816006799 GOV 25000 DEFIB/MONITORS CITY OF COLFAX 19 EAST HOWARD ST COLFAX IA 50054 426004408 GOV 25037 EQUIPMENT UPGRADE CITY OF DIKE 540 MAIN ST DIKE IA 50624 426004589 GOV 24500 DEFIB/MONITORS CITY OF HAWARDEN 1150 CENTRAL AVE HAWARDEN IA 51023 426004768 GOV 25562 EQUIPMENT UPGRADE CITY OF MOULTON 111 SOUTH MAIN ST MOULTON IA 52572 426004988 GOV 6760 EQUIPMENT UPGRADE CITY OF TRIPOLI 101 2ND ST SE TRIPOLI IA 50676 426005291 GOV 25562 EQUIPMENT UPGRADE CITY UNIV OF NEW YORK 230 WEST 41ST ST 7TH FLOOR NEW YORK NY 10036 131988190 (C)(3) 154000 RESEARCH CLEVELAND CLINIC FOUNDATION 9500 EUCLID AVE CLEVELAND OH 44195 340714585 (C)(3) 6204972 RESEARCH CLEVELAND STATE UNIVERSITY 2121 EUCLID AVE CLEVELAND OH 44115 340966056 GOV 195446 RESEARCH COLORADO SCHOOL OF MINES 1500 ILLINOIS ST GOLDEN CO 80401 846000551 GOV 53688 RESEARCH COLORADO STATE UNIVERSITY 2002 CAMPUS DELIVERY FORT COLLINS CO 80523 846000545 GOV 1257752 RESEARCH COLUMBIA UNIVERSITY NEW YORK PO BOX 29789 NEW YORK NY 10087 135598093 (C)(3) 651000 RESEARCH COMMON THREADS 3811 BEE CAVES ROAD 108 WEST LAKE HILLS TX 78746 200106847 (C)(3) 45000 COMMUNITY IMPACT COMMUNITIES CREATING OPPORTUNITY 2400 TROOST 4600 KANSAS CITY MO 64108 431127845 (C)(3) 89910 COMMUNITY IMPACT COMMUNITY MEDICAL CENTER INC 2827 FORT MISSOULA ROAD MISSOULA MT 59804 810247705 (C)(3) 11500 EQUIPMENT UPGRADE COMMUNITY PARTNERS 3655 SOUTH GRANDE AVE 240 LOS ANGELES CA 90007 954302067 (C)(3) 256426 COMMUNITY IMPACT COOK COUNTY GOVERNMENT HOSPITAL 118 NORTH CLARK ST ROOM 500 CHICAGO IL 60602 366006541 GOV 11000 EQUIPMENT UPGRADE COOPER HEALTH SYSTEMS 1 FEDERAL ST NW CAMDEN NJ 08103 210634462 (C)(3) 10000 RESEARCH COOPERSTOWN MEDICAL CENTER 1200 ROBERTS AVE NE COOPERSTOWN ND 58425 450227753 (C)(3) 6825 EQUIPMENT UPGRADE CORNELL UNIVERSITY 341 PINE TREE ROAD ITHACA NY 14850 130532082 (C)(3) 1364445 RESEARCH CUMBERLAND CAPE ATLANTIC YMCA OF NJ 1159 EAST LANDIS AVE VINELAND NJ 08360 210635053 (C)(3) 7285 COMMUNITY IMPACT DARTMOUTH COLLEGE 6066 DEVELOPMENT OFFICE HANOVER NH 03755 020222111 (C)(3) 1069644 RESEARCH DC GREENS INC 2000 P ST NW 240 WASHINGTON DC 20036 264527988 (C)(3) 52621 CHILDHOOD OBESITY DELAWARE COUNTY MEMORIAL HOSPITAL 709 WEST MAIN ST MANCHESTER IA 52057 426037649 (C)(3) 24826 EQUIPMENT UPGRADE DREXEL UNIVERSITY 3141 CHESTNUT ST PHILADELPHIA PA 19104 231352630 (C)(3) 157748 RESEARCH DUKE UNIVERSITY MEDICAL CENTER PO BOX 602651 CHARLOTTE NC 28260 560532129 (C)(3) 1468064 RESEARCH EAST CAROLINA UNIVERSITY 2200 SOUTH CHARLES BLVD GREENVILLE NC 27858 566000403 GOV 354000 RESEARCH EAST TENNESSEE STATE UNIVERSITY PO BOX 70732 JOHNSON CITY TN 37614 626021046 GOV 154000 RESEARCH EASTERN VIRGINIA MEDICAL SCHOOL 358 MOWBRAY ARCH 303 NORFOLK VA 23507 546055378 (C)(3) 462000 RESEARCH EMORY UNIVERSITY PO BOX 935084 ATLANTA GA 31193 580566256 (C)(3) 1254833 RESEARCH FAIR FOOD NETWORK 205 EAST WASHINGTON ST B ANN ARBOR MI 48104 264143394 (C)(3) 124174 CHILDHOOD OBESITY FAITH IN TEXAS - PICO 1111 WEST MOCKINGBIRD LANE 595 DALLAS TX 75247 473005234 (C)(3) 108757 COMMUNITY IMPACT FLORENCE VOLUNTEER FIRE DEPARTMENT PO BOX 340 FLORENCE MT 59833 810418386 (C)(3) 25000 DEFIB/MONITORS FLORIDA INSTITUTE OF TECHNOLOGY INC 150 WEST UNIVERSITY BLVD MELBOURNE FL 32901 596046500 (C)(3) 154000 RESEARCH FOOD LITERACY CENTER 5380 ELVAS AVE 214 SACRAMENTO CA 95819 453973268 (C)(3) 62500 CHILDHOOD OBESITY FRANCISCAN HEALTH OLYMPIA FIELDS 1423 CHICAGO RD CHICAGO HEIGHTS IL 60411 362167869 (C)(3) 15000 EQUIPMENT UPGRADE FRED HUTCHINSON CANCER RESEARCH CTR 1100 FAIRVIEW AVE N SEATTLE WA 98109 237156071 (C)(3) 104060 RESEARCH FRESH TRUCK INC 32 ASHCROFT ST 2 BOSTON MA 02130 462848535 (C)(3) 35000 COMMUNITY IMPACT GARRISON MEMORIAL HOSPITAL 407 3RD AVE SE GARRISON ND 58540 450227752 (C)(3) 7800 EQUIPMENT UPGRADE GENESIS HEALTH SYSTEM 1227 EAST RUSHOLME ST DAVENPORT IA 52803 421418847 (C)(3) 11500 EQUIPMENT UPGRADE GEORGE WASHINGTON UNIVERSITY 45155 RESEARCH PLACE 240V ASHBURN VA 20147 530196584 (C)(3) 164144 RESEARCH GEORGETOWN UNIVERSITY 2121 WISCONSIN AVE NW WASHINGTON DC 20007 530196603 (C)(3) 200000 RESEARCH GEORGIA BIKES INC PO BOX 10045 SAVANNAH GA 31412 200295376 (C)(3) 46822 COMMUNITY IMPACT GEORGIA REGENTS UNIVERSITY PO BOX 945552 ATLANTA GA 30394 581418202 GOV 2005028 RESEARCH GEORGIA TECH RESEARCH CORPORATION PO BOX 100117 ATLANTA GA 30384 580603146 (C)(3) 300000 RESEARCH GLACIER COUNTY EMS 512 EASE MAIN ST CUT BANK MT 59427 816001368 GOV 25000 DEFIB/MONITORS GLADSTONE INSTITUTE SAN FRANCISCO 1650 OWENS ST SAN FRANCISCO CA 94158 237203666 (C)(3) 104060 RESEARCH GREAT RIVER MEDICAL CENTER 1221 SOUTH GEAR AVE WEST BURLINGTON IA 52655 420680407 (C)(3) 40550 EQUIPMENT UPGRADE GREEN BRONX MACHINE INTL INC 3935 BLACKSTONE AVE 12G BRONX NY 10471 453303493 (C)(3) 45000 COMMUNITY IMPACT HAWAII PACIFIC HEALTH 55 MERCHANT ST HONOLULU HI 96813 990246363 (C)(3) 300000 RESEARCH HAWARDEN REGIONAL HEALTHCARE 1111 11TH ST HAWARDEN IA 51023 426005851 12000 EQUIPMENT UPGRADE HAZEN MEMORIAL HOSPITAL ASSN 510 8TH AVE NE HAZEN ND 58545 450308379 (C)(3) 7800 EQUIPMENT UPGRADE HEALTH CARE DISTRICT OF PALM BEACH 1515 N FLAGLER DR 101 WEST PALM BEACH FL 33401 650145123 GOV 7608 EQUIPMENT UPGRADE HEALTHY SAVANNAH INC 1301 LINCOLN ST UNIT A SAVANNAH GA 31401 454714802 (C)(3) 191371 CHILDHOOD OBESITY HEART OF AMERICA MEDICAL CENTER 800 SOUTH MAIN AVE RUGBY ND 58368 450226419 (C)(3) 7800 EQUIPMENT UPGRADE HENRY FORD HEALTH SYSTEM 2799 WEST GRAND BLVD DETROIT MI 48202 381357020 (C)(3) 200000 RESEARCH HORIZON FOUNDATION OF HOWARD COUNTY 10480 LITTLE PATUXENT PKWY COLUMBIA MD 21044 522119011 (C)(3) 205000 COMMUNITY IMPACT HOUSTON METHODIST HOSPITAL 6670 BERTNER AVE HOUSTON TX 77030 870721923 (C)(3) 731000 RESEARCH IAF NORTHWEST 649 STRANDER BLVD B TUKWILA WA 98188 911499816 (C)(3) 62500 COMMUNITY IMPACT ICAHN SCHOOL OF MEDICINE-MT SINAI ONE GUSTAVE L LEVY PL NEW YORK NY 10029 136171197 (C)(3) 1324364 RESEARCH IDAHO WALK BIKE ALLIANCE INC PO BOX 1594 BOISE ID 83701 271334849 (C)(3) 125200 COMMUNITY IMPACT ILLINOIS PUBLIC HEALTH INSTITUTE 954 WEST WASHINGTON BLVD CHICAGO IL 60607 262757523 (C)(3) 120000 COMMUNITY IMPACT INDEPENDENT SCHOOL DISTRICT 27 11200 93RD AVE N MAPLE GROVE MN 55369 416001421 GOV 7000 EDUCATION GRANT INDEPENDENT SCHOOL DISTRICT 62 2520 EAST 12TH AVE NORTH SAINT PAUL MN 55109 416008435 GOV 10000 EDUCATION GRANT INDIANA UNIVERSITY INDIANAPOLIS PO BOX 66057 INDIANAPOLIS IN 46266 356001673 GOV 699056 RESEARCH INNERCITY STRUGGLE 530 SOUTH BOYLE AVE LOS ANGELES CA 90033 272133211 (C)(3) 30000 COMMUNITY IMPACT INNOVIS HEALTH LLC 3000 32ND AVE S FARGO ND 58103 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RESEARCH UNIV OF TEXAS HEALTH SCIENCE PO BOX 301418 DALLAS TX 75303 741761309 GOV 1567128 RESEARCH UNIV OF TEXAS HEALTH SCIENCE 7703 FLOYD CURL DR SAN ANTONIO TX 78229 741586031 GOV 53688 RESEARCH UNIV OF TEXAS MEDICAL BRANCH PO BOX 660120 DALLAS TX 75266 746000949 GOV 104060 RESEARCH UNIV OF TEXAS SOUTHWESTERN MED CTR PO BOX 841753 DALLAS TX 75284 756002868 GOV 1940792 RESEARCH UNIV OF TEXAS ARLINGTON 219 WEST MAIN ST ARLINGTON TX 76019 756000121 GOV 545220 RESEARCH UNIV OF TEXAS DALLAS 800 WEST CAMPBELL ROAD AD15 RICHARDSON TX 75080 751305566 GOV 623325 RESEARCH UNIV OF TEXAS EL PASO 500 W UNIVERSITY AVE EL PASO TX 79968 746000813 GOV 154000 RESEARCH UNIV OF TEXAS TYLER 3900 UNIVERSITY BLVD TYLER TX 75799 751396988 GOV 154000 RESEARCH UNIV OF TOLEDO HEALTH SCIENCE PO BOX 72327 CLEVELAND OH 44192 346401483 GOV 106532 RESEARCH UNIV OF UTAH 201 PRESIDENTS CIRCLE 408 SALT LAKE CITY UT 84112 876000525 GOV 5524070 RESEARCH UNIV OF VIRGINIA CHARLOTTESVILLE PO BOX 400195 CHARLOTTESVILLE VA 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UNIVERSITY MEDICAL CENTER BLVD WINSTONSALEM NC 27157 223849199 (C)(3) 300000 RESEARCH WASHINGTON STATE UNIVERSITY PO BOX 641025 PULLMAN WA 99164 916001108 GOV 200000 RESEARCH WASHINGTON UNIVERSITY 700 ROSEDALE AVE ST LOUIS MO 63112 430653611 (C)(3) 1152324 RESEARCH WAYNE STATE UNIVERSITY 5057 WOODWARD ST 13TH FLOOR DETROIT MI 48202 386028429 GOV 300000 RESEARCH WISHEK HOSPITAL CLINIC ASSN 1007 4TH AVE S WISHEK ND 58495 450358986 (C)(3) 7800 EQUIPMENT UPGRADE WRIGHT STATE UNIVERSITY 3640 COLONEL GLENN HIGHWAY DAYTON OH 45435 310732831 (C)(3) 110456 RESEARCH WYANDOTTE COUNTY 701 N 7TH ST KANSAS CITY KS 66101 481194075 GOV 15000 COMMUNITY IMPACT YALE UNIVERSITY 309 EDWARDS ST NEW HAVEN CT 06511 060646973 (C)(3) 2715418 RESEARCH YES ON PROP E SAN FRANCISCO 1 SUTTER ST 225 SAN FRANCISCO CA 94104 822716962 (C)(4) 370000 ADVOCACY YMCAS OF MASSACHUSETTS INC 14 BEACON ST BOSTON MA 02108 471614111 (C)(3) 150000 COMMUNITY IMPACT YOUTH UNITED FOR CHANGE 1910 NORTH FRONT ST PHILADELPHIA PA 19122 232878099 (C)(3) 45000 CHILDHOOD OBESITY 362 3 LECTURE HONORARIA 4 5000 TRAVEL TO CONFERENCES 50 43155 INVESTIGATOR AWARDS/PRIZE 384 258622 SCHOLARSHIP 35 34450 SCHEDULE I, PAGE 1, PART I, LINE 2 RESEARCH GRANTS ARE AWARDED BY THE AMERICAN HEART ASSOCIATION ANNUALLY AND PAID TO THE GRANTEE'S INSTITUTION QUARTERLY OVER THE MULTI-YEAR LIFE OF THE AWARD. GRANTEES ARE REQUIRED TO SUBMIT REPORTS OF SCIENTIFIC PROGRESS ANNUALLY PRIOR TO ISSUING EACH SUBSEQUENT YEAR'S PAYMENTS. THESE REPORTS MAY BE REVIEWED BY VOLUNTEER COMMITTEES COMPRISED PRIMARILY OF ACTIVE AND EXPERIENCED RESEARCHERS. AN ANNUAL FINANCIAL REPORT IS REQUIRED PRIOR TO ISSUING EACH SUBSEQUENT YEAR'S PAYMENTS. FINANCIAL REPORTS ARE REQUIRED TO BE FILED WITHIN 90 DAYS OF THE END OF EACH GRANT YEAR AND ARE REVIEWED BY AHA. INSTITUTIONAL ELIGIBILITY FOR AWARDS AND LOCATION OF WORK FOR APPLICANTS/AWARDEES AHA MAY ACCEPT APPLICATIONS FROM INSTITUTIONS THAT CAN DEMONSTRATE THE ABILITY TO CONDUCT THE PROPOSED RESEARCH. APPLICATIONS WILL NOT BE ACCEPTED FOR WORK WITH FUNDING TO BE ADMINISTERED THROUGH ANY FEDERAL INSTITUTION OR WORK TO BE PERFORMED BY A FEDERAL EMPLOYEE WITH THE EXCEPTION OF (1) APPLICATIONS SPECIFICALLY RELATED TO THE AHA'S INSTITUTE FOR PRECISION CARDIOVASCULAR MEDICINE, AND (2) THE VETERANS ADMINISTRATION EMPLOYEES. ALL OTHER EXCEPTIONS WILL BE NOTED ON THE PROGRAM ANNOUNCEMENT. INDIVIDUAL ELIGIBILITY FOR AWARDS THE PRINCIPAL INVESTIGATOR MUST HOLD THE APPROPRIATE DEGREE/CREDENTIALS AND ACADEMIC POSITION/RANK AT THE TIME THE AWARD IS ACTIVATED FOR FELLOWSHIPS AND, AT THE TIME OF APPLICATION FOR GRANTS. EXCEPTIONS MUST BE DOCUMENTED IN WRITING AND APPROVED BY THE APPROPRIATE GOVERNING BODY OR ITS DESIGNEE (E.G., AHA RESEARCH COMMITTEE, AHA RESEARCH COMMITTEE CHAIR, AHA BOARD EXECUTIVE COMMITTEE, INSTITUTE EXECUTIVE COMMITTEE). THE BASIC REQUIREMENTS OF ELIGIBILITY FOR ALL AMERICAN HEART ASSOCIATION RESEARCH PROGRAMS ARE GIVEN BELOW. PREDOCTORAL FELLOWSHIPS THE PURPOSE OF THE PROGRAM IS TO ENHANCE THE INTEGRATED RESEARCH AND CLINICAL TRAINING OF PROMISING STUDENTS WHO ARE MATRICULATED IN PRE- DOCTORAL OR CLINICAL HEALTH PROFESSIONAL DEGREE TRAINING PROGRAMS. POST BACCALAUREATE, PREDOCTORAL STUDENTS SEEKING A PH.D. OR EQUIVALENT DEGREE WHO SEEK RESEARCH TRAINING AND EXPERIENCE UNDER THE SUPERVISION OF A SPONSOR/MENTOR PRIOR TO EMBARKING ON A POSTGRADUATE RESEARCH CAREER. THIS AWARD IS NOT INTENDED FOR INDIVIDUALS WHO HAVE ALREADY ATTAINED A DOCTORAL DEGREE, UNLESS THE INDIVIDUAL IS PURSUING A SECOND DOCTORAL DEGREE. POSTDOCTORAL FELLOWSHIPS THE PURPOSE OF THE PROGRAM IS TO ENHANCE THE INTEGRATED RESEARCH AND CLINICAL TRAINING OF POSTDOCTORAL APPLICANTS WHO ARE NOT YET INDEPENDENT. INDIVIDUALS WHO HAVE OBTAINED A PH.D. OR EQUIVALENT DEGREE BY THE TIME OF AWARD ACTIVATION AND WHO SEEK ADDITIONAL RESEARCH TRAINING UNDER THE SUPERVISION OF A SPONSOR/PRECEPTOR/MENTOR PRIOR TO EMBARKING ON A CAREER OF INDEPENDENT RESEARCH. THIS AWARD IS NOT INTENDED FOR INDIVIDUALS OF FACULTY RANK. INDIVIDUALS ARE EXPECTED TO DEVOTE AT LEAST 80% FULL-TIME EITHER TO RESEARCH OR TO ACTIVITIES PURSUANT TO INDEPENDENT RESEARCH (INSTEAD OF ADMINISTRATIVE, CLINICAL, OR TEACHING RESPONSIBILITIES). CAREER DEVELOPMENT AWARDS THIS PROGRAM SUPPORTS HIGHLY PROMISING HEALTHCARE AND ACADEMIC PROFESSIONALS, IN THE EARLY YEARS OF ONE'S FIRST PROFESSIONAL APPOINTMENT, TO EXPLORE INNOVATIVE QUESTIONS OR PILOT STUDIES. AT THE TIME OF APPLICATION, THE APPLICANT MUST HOLD AN M.D., PH.D., D.O., D.V.M., D.D.S., OR EQUIVALENT POST-BACCALAUREATE DOCTORAL DEGREE. AT THE TIME OF AWARD ACTIVATION, THE APPLICANT MUST HOLD A FACULTY/STAFF POSITION UP TO AND INCLUDING THE RANK OF ASSISTANT PROFESSOR (OR EQUIVALENT). APPLICATIONS MAY BE SUBMITTED FOR REVIEW IN THE FINAL YEAR OF A POSTDOCTORAL RESEARCH FELLOWSHIP OR IN THE INITIAL YEARS OF THE FIRST FACULTY/STAFF APPOINTMENT. APPLICANTS MAY NOT BE A CURRENT OR PRIOR RECIPIENT OF AN AHA SCIENTIST DEVELOPMENT GRANT. AT AWARD ACTIVATION, NO MORE THAN FOUR YEARS MAY HAVE ELAPSED SINCE THE FIRST FACULTY/STAFF APPOINTMENT (AFTER RECEIPT OF DOCTORAL DEGREE) AT THE ASSISTANT PROFESSOR LEVEL OR EQUIVALENT (INCLUDING, BUT NOT LIMITED TO, INSTRUCTOR, RESEARCH ASSISTANT PROFESSOR, RESEARCH SCIENTIST, STAFF SCIENTIST, ETC.). ESTABLISHED INVESTIGATOR AWARDS MID-CAREER INVESTIGATORS WITH UNUSUAL PROMISE AND AN ESTABLISHED RECORD OF ACCOMPLISHMENTS AND DEMONSTRATED COMMITMENT TO CARDIOVASCULAR OR CEREBROVASCULAR SCIENCE. INDIVIDUALS MUST BE FACULTY/STAFF MEMBERS. AT APPLICATION, APPLICANTS MUST HOLD AN M.D., PH.D., D.O. OR EQUIVALENT DOCTORAL DEGREE AND MUST MEET INSTITUTIONAL REQUIREMENTS FOR GRANT SUBMISSION. AT THE TIME OF AWARD ACTIVATION, THE INVESTIGATOR MUST BE AT LEAST FOUR (4) YEARS BUT NO MORE THAN NINE (9) YEARS (I.E., EIGHT YEARS AND 12 MONTHS) SINCE THE FIRST FACULTY/STAFF APPOINTMENT AT THE LEVEL OF ASSISTANT PROFESSOR OR EQUIVALENT (INCLUDING, BUT NOT LIMITED TO, RESEARCH ASSISTANT PROFESSOR, RESEARCH SCIENTIST, STAFF SCIENTIST, ETC.). APPLICANTS MUST HAVE CURRENT FUNDING AS PRINCIPAL INVESTIGATOR ON AN R01 GRANT OR ITS EQUIVALENT (E.G. VA MERIT AWARD, NSF GRANT, OR PI ON PROGRAM PROJECT GRANT FROM NIH). NIH "K" SERIES AWARDS ARE NOT CONSIDERED EQUIVALENT TO AN R01. AHA INSTITUTIONAL RESEARCH ENHANCEMENT AWARDS THE AWARD IS INTENDED TO SUPPORT SMALL-SCALE RESEARCH PROJECTS RELATED TO CARDIOVASCULAR DISEASES AND STROKE AND THAT HAVE NOT BEEN MAJOR RECIPIENTS OF NIH SUPPORT. INSTITUTIONAL ELIGIBILITY - ONLY DOMESTIC ACCREDITED PUBLIC OR NON-PROFIT INSTITUTIONS OF HIGHER EDUCATION ARE ELIGIBLE. FEDERAL GOVERNMENT INSTITUTIONS ARE NOT ELIGIBLE. - THE INSTITUTION MUST GRANT BACCALAUREATE OR ADVANCED DEGREES IN THE BIOMEDICAL OR BEHAVIORAL SCIENCES. FOR EXAMPLE, A FOUR-YEAR LIBERAL ARTS COLLEGE. - TO BE ELIGIBLE TO APPLY FOR THIS AWARD, THE APPLICANT'S INSTITUTION MAY NOT HAVE RECEIVED MORE THAN 6 MILLION PER YEAR IN NIH SUPPORT IN EACH OF FOUR OF THE LAST SEVEN YEARS. INSTITUTIONS WITH HEALTH PROFESSIONAL SCHOOLS OR COLLEGES FOR INSTITUTIONS COMPOSED OF MULTIPLE ACADEMIC COMPONENTS (I.E., SCHOOLS OR COLLEGES), THE CRITERION OF FINANCIAL ELIGIBILITY IS BASED ON THE AMOUNT OF NIH RESEARCH GRANT MONIES RECEIVED, NOT BY THE INSTITUTION (UNIVERSITY) AS A WHOLE, BUT BY THE INDIVIDUAL HEALTH PROFESSIONAL SCHOOL/COLLEGE OR BY THE SUM OF "OTHER ACADEMIC COMPONENTS" (AS DEFINED IN THIS SECTION) WHERE THE PD/PI HAS A PRIMARY APPOINTMENT (E.G., SCHOOL OF ARTS AND SCIENCE, SCHOOL OF MEDICINE, COLLEGE OF NURSING, SCHOOL OF PHARMACY, ETC.). - HEALTH PROFESSIONAL SCHOOL OR COLLEGE: ACCREDITED PUBLIC OR NON-PROFIT PRIVATE SCHOOL/COLLEGE THAT GRANTS A TERMINAL HEALTH PROFESSIONAL DEGREE (E.G., MD, DDS, DO, PHARMD, BSN, DVM, DRPH, OD, DPT, DC, ND, DPM). - ACCREDITATION MUST BE PROVIDED BY A BODY APPROVED FOR SUCH PURPOSE BY THE SECRETARY OF EDUCATION. - HEALTH PROFESSIONAL SCHOOLS/COLLEGES THAT MEET THE ABOVE REQUIREMENTS MAY INCLUDE SCHOOLS OR COLLEGES OF MEDICINE, DENTISTRY, OSTEOPATHY, PHARMACY, NURSING, VETERINARY MEDICINE, PUBLIC HEALTH, OPTOMETRY, ALLIED HEALTH, CHIROPRACTIC, NATUROPATHY AND PODIATRY. - OTHER ACADEMIC COMPONENTS: ONCE THE HEALTH PROFESSIONAL SCHOOLS/COLLEGES HAVE BEEN EXCLUDED, THE FINANCIAL ELIGIBILITY OF THE OTHER ACADEMIC COMPONENT IS DETERMINED BY THE SUM OF ALL REMAINING SCHOOLS, COLLEGES, AND FREE-STANDING INSTITUTES OF THE INSTITUTION (UNIVERSITY). PRINCIPAL INVESTIGATOR ELIGIBILITY - THE PI MUST HAVE A PRIMARY APPOINTMENT AT AN AREA-ELIGIBLE INSTITUTION. - THE PI MAY NOT BE THE PI OF AN ACTIVE NIH RESEARCH GRANT AT THE TIME OF AWARD ACTIVATION. TRANSFORMATIONAL PROJECT AWARDS THIS PROGRAM IS INTENDED TO SUPPORT PROJECTS THAT REPRESENT THE SECOND PHASE OF A SUCCESSFUL EXPLORATORY STUDY THAT IS ALREADY SHOWING A HIGH PROBABILITY OF REVEALING NEW AVENUES OF INVESTIGATION. THE PROGRAM ALSO AIMS TO PROVIDE PILOT OR SEED FUNDING THAT SHOULD LEAD TO SUCCESSFUL COMPETITION FOR ADDITIONAL FUNDING BEYOND THE PILOT PERIOD. AT THE TIME OF AWARD ACTIVATION, APPLICANTS MUST HOLD A POST-BACCALAUREATE PH.D. DEGREE OR EQUIVALENT, OR A DOCTORAL-LEVEL CLINICAL DEGREE, SUCH AS M.D., D.O., D.V.M., PHARM.D., OR PH.D. IN NURSING, PUBLIC HEALTH, OR OTHER CLINICAL HEALTH SCIENCE. THIS PROGRAM PLACES NO LIMIT ON ELIGIBILITY BASED ON CAREER STAGE, ACADEMIC RANK OR DISCIPLINE. IT REQUIRES ONLY EVIDENCE OF EMPLOYMENT AT A QUALIFIED INSTITUTION. INNOVATIVE PROJECT AWARDS THIS PROGRAM IS INTENDED TO SUPPORT RESEARCH OF UNEXPLORED IDEAS. CONCEPTS DEEMED AS INNOVATIVE; THAT MAY INTRODUCE A NEW PARADIGM, CHALLENGE CURRENT PARADIGMS, LOOK AT EXISTING PROBLEMS FROM NEW PERSPECTIVES, OR EXHIBIT OTHER UNIQUELY CREATIVE QUALITIES. AT THE TIME OF AWARD ACTIVATION, APPLICANTS MUST HOLD A POST-BACCALAUREATE PH.D. DEGREE OR EQUIVALENT, OR A DOCTORAL-LEVEL CLINICAL DEGREE, SUCH AS M.D., D.O., D.V.M., PHARM.D., OR PH.D. IN NURSING, PUBLIC HEALTH, OR OTHER CLINICAL HEALTH SCIENCE. THIS PROGRAM PLACES NO LIMIT ON ELIGIBILITY BASED ON CAREER STAGE, ACADEMIC RANK OR DISCIPLINE. IT REQUIRES ONLY EVIDENCE OF EMPLOYMENT AT A QUALIFIED INSTITUTION. INSTITUTIONAL UNDERGRADUATE STUDENT FELLOWSHIPS THIS IS AN INSTITUTIONAL AWARD TO QUALIFIED RESEARCH INSTITUTIONS THAT CAN OFFER A MEANINGFUL RESEARCH EXPERIE SCHEDULE I, PAGE 4, PART IV PART IV - CONTINUED INSTITUTE FOR PRECISION CARDIOVASCULAR MEDICINE GRANT QUALIFICATIONS: FACULTY/ STAFF MEMBERS CONDUCTING INDEPENDENT RESEARCH AT TIME OF APPLICATION. AT APPLICATION, PRINCIPAL INVESTIGATOR (PI) MUST HOLD AN M.D., PH.D., D.O. OR EQUIVALENT TERMINAL DOCTORAL DEGREE AND MUST MEET INSTITUTIONAL REQUIREMENTS FOR GRANT SUBMISSION. OTHER THAN THE REQUIREMENT THAT THE PRINCIPAL INVESTIGATOR BE INDEPENDENT, ELIGIBILITY FOR THE AHA DATA GRANTS ARE IN NO WAY RESTRICTED UPON EXPERIENCE LEVEL OR SENIORITY. FELLOWSHIP QUALIFICATIONS: FELLOWS MUST HOLD A PH.D., M.D., D.O., D.V.M. OR EQUIVALENT DOCTORAL DEGREE AND COMMIT AT LEAST 80% EFFORT TO RESEARCH TRAINING. A FELLOW MAY NOT HOLD ANOTHER FELLOWSHIP AWARD, ALTHOUGH THE INSTITUTION MAY PROVIDE SUPPLEMENTAL FUNDING. FELLOWS MAY NOT HOLD A FACULTY OR STAFF APPOINTMENT, WITH THE EXCEPTION OF M.D. OR M.D./PH.D. WITH CLINICAL RESPONSIBILITIES WHO NEEDS INSTRUCTOR OR SIMILAR TITLE TO SEE PATIENTS, BUT WHO DEVOTE AT LEAST 80% FULL-TIME TO RESEARCH TRAINING. FELLOWS MAY BE R.N./PH.D. WITH FACULTY APPOINTMENT. FELLOWS WILL BE EXPECTED TO DEVOTE HIS/HER TIME TO RESEARCH OR ACTIVITIES DIRECTLY RELATED TO THE DEVELOPMENT INTO AN INDEPENDENT RESEARCHER. ALL OTHER ELIGIBILITY CRITERIA APPLY. TRAINING GRANTS QUALIFICATIONS: APPLICANTS MAY BE STUDENTS WITH A BACHELOR'S, MASTER'S OR DOCTORAL DEGREE. IF THE APPLICANT IS A POSTDOCTORAL FELLOW, AT THE TIME OF AWARD ACTIVATION, THE CANDIDATE MAY HAVE NO MORE THAN FIVE YEARS OF POSTDOCTORAL RESEARCH TRAINING OR EXPERIENCE (EXCLUDING CLINICAL TRAINING). APPLICANTS MAY BE R.N./PH.D. WITH FACULTY APPOINTMENT. AWARDEES WILL BE EXPECTED TO DEVOTE HIS/HER TIME TO RESEARCH OR ACTIVITIES DIRECTLY RELATED TO THE DEVELOPMENT INTO AN INDEPENDENT RESEARCHER. ALL OTHER ELIGIBILITY CRITERIA APPLY. PROGRAMS OFFERED THROUGH THE INSTITUTE FOR PRECISION CARDIOVASCULAR MEDICINE ARE: - INSTITUTIONAL DATA FELLOWSHIP PROGRAM - METHODS VALIDATION GRANT - UNCOVERING NEW PATTERNS FELLOWSHIP - UNCOVERING NEW PATTERNS GRANT - AI AND ML (ARTIFICIAL INTELLIGENCE AND MACHINE LEARNING) - AI AND ML TRAINING GRANTS - DEMOCRATIZING DATA AHA-ALLEN DISTINGUISHED INVESTIGATOR AWARDS THIS AWARD IS INTENDED FOR INDIVIDUALS WITH A PH.D. AND/OR M.D. (OR THE EQUIVALENT) AND HOLDING A FACULTY APPOINTMENT AT AN ELIGIBLE NONPROFIT INSTITUTION IN THE U.S. OR EQUIVALENT FACULTY POSITION AT A FOREIGN UNIVERSITY THAT MEETS FOREIGN EQUIVALENCY DETERMINANTS FOR A NON-PROFIT IN THE UNITED STATES. U.S. FEDERAL GOVERNMENT EMPLOYEES ARE NOT ELIGIBLE. ANOTHER MAJOR ELIGIBILITY REQUIREMENT FOR INDIVIDUALS IS CITIZENSHIP AWARDS ARE MADE TO PRINCIPAL INVESTIGATORS AND TRAINEES WHO ARE: (A) UNITED STATES CITIZENS OR (B) FOREIGN NATIONALS HOLDING PERMANENT RESIDENCE OR CERTAIN OTHER VISA STATUSES OR (C) FOREIGN NATIONALS WHO HAVE APPLIED FOR PERMANENT RESIDENCY (FORM I-485 ON FILE WITH U.S. CITIZENSHIP AND IMMIGRATION SERVICES) AND WHO HAVE RECEIVED AUTHORIZATION TO LEGALLY REMAIN IN THE U.S. (HAVING FILED AN APPLICATION FOR EMPLOYMENT FORM I-765). AWARDEE MUST MEET AMERICAN HEART ASSOCIATION CITIZENSHIP CRITERIA THROUGHOUT THE DURATION OF THE AWARD. FOR THE SPECIFIC CITIZENSHIP REQUIREMENTS FOR EACH RESEARCH PROGRAM REFER TO THE PROGRAM DESCRIPTION. OTHER ELIGIBILITY REQUIREMENTS OR RESTRICTIONS THE APPROPRIATE AHA BODY OR ITS DESIGNEE GOVERNING THE PROGRAM OFFERING HAS THE AUTHORITY TO ADD MORE LENIENT OR RESTRICTIVE ELIGIBILITY CRITERIA TO A RESEARCH GRANT OR AWARD PROGRAM. FOR EXAMPLE, A LIMITATION MAY BE PLACED ON ANNUAL FUNDING DOLLARS FROM OTHER SOURCES. X X X true true X X X X X X false true false true false false false false false NANCY BROWN CEO 774771 802060 21860 108893 26379 1733963 CYNTHIA ROBERTS CFO 297036 18000 244 36277 17753 369310 LARRY CANNON CAO/CORP SECRETARY 257903 50000 3374 311277 LYNNE DARROUZET CORP SEC THRU 10/17 263108 16068 36218 17632 333026 ROSE MARIE ROBERTSON CHIEF SCIEN/MEDICAL 466502 92000 26815 64723 10762 660802 26815 LESLIE UPTON COO 462066 92000 2369 64885 7507 628827 JOHN J MEINERS CHIEF - MISSION-ALIG 396316 24000 130763 56323 13705 621107 129522 DAVID MARKIEWICZ EVP SOUTHEAST 422828 84555 8000 59293 7507 582183 MEIGHAN GIRGUS CHIEF MKTG/PROGRAMS 404198 73440 7822 57346 12356 555162 MIDGE EPSTEIN EVP SOUTHWEST 423785 25743 32477 60251 19497 561753 22451 KATHLEEN ROGERS EVP WESTERN STATES 433842 26472 8000 61768 18109 548191 KEVIN HARKER EVP MIDWEST 409611 798 58100 19497 488006 SUNDER JOSHI RETIRED CAO 11024 58100 253475 3160 950 326709 190554 SCHEDULE J, PAGE 1, PART I, LINE 1A - THE CEO OCCASIONALLY FLIES FIRST CLASS ON INTERNATIONAL FLIGHTS AND ON LENGTHY DOMESTIC FLIGHTS. THE MAJORITY OF HER TRAVEL IS NOT FIRST CLASS. THE EXPENSES ARE APPROVED BY THE BOARD FOR REASONABLENESS. THE EXPENSES ARE NOT TREATED AS TAXABLE INCOME. - TRAVEL TO A LIMITED NUMBER OF EVENTS AND FUNCTIONS IS PROVIDED FOR SPOUSES OR COMPANIONS OF THE CEO, PRESIDENT, AND CHAIRMAN. IN 2017, TRAVEL EXPENSES FOR SPOUSES OF THE CEO AND PRESIDENT WERE INCURRED AND REIMBURSED. THE REIMBURSEMENTS WERE TREATED AS TAXABLE COMPENSATION. - TO ENCOURAGE GOOD HEALTH PRACTICES, AMERICAN HEART ASSOCIATION (AHA) MAKES AVAILABLE MEMBERSHIPS TO A LOCAL FITNESS CENTER TO SENIOR MANAGEMENT. OF THE OFFICERS AND KEY EMPLOYEES LISTED, THE FOLLOWING PARTICIPATE IN THE PROGRAM - NANCY BROWN, JOHN MEINERS, MEIGHAN GIRGUS, AND LESLIE UPTON. THESE BENEFITS ARE TREATED AS TAXABLE INCOME. SCHEDULE J, PAGE 1, PART I, LINE 5A THE SENIOR MANAGEMENT OF AHA PARTICIPATES IN AN INCENTIVE PLAN DESIGNED TO MOTIVATE AND REWARD SIGNIFICANT GROWTH AND PERFORMANCE OF THE ASSOCIATION AND CREATE A SENSE OF SHARED OWNERSHIP TO ACHIEVE THE STRATEGIC PLAN AND FURTHER THE MISSION. THE INCENTIVE PLAN IS DESIGNED AS PART OF THE TOTAL CASH COMPENSATION PROVIDED TO THE SENIOR EXECUTIVES. THE TOTAL CASH COMPENSATION HAS BEEN DETERMINED AS REASONABLE BY THE COMPENSATION AND BENEFITS COMMITTEE AND OUTSIDE INDEPENDENT COMPENSATION CONSULTANTS. THE INCENTIVE PLAN FOCUSES ON REVENUE GOALS. AWARD OPPORTUNITIES FOR SENIOR MANAGEMENT, EXECUTIVE MANAGEMENT, AND THE CEO RANGE FROM 0% - 30%, 0% - 40%, AND 0% - 100% RESPECTIVELY. THE BOARD HAS APPROVED THE IMPLEMENTATION OF A LONG TERM INCENTIVE PLAN FOR THE SENIOR EXECUTIVE TEAM TO ENSURE A LONG-TERM FOCUS AND THE CONTINUED DEDICATION TO ACHIEVE KEY PRIORITIES THAT WILL HELP THE ORGANIZATION GROW AND SERVE THE COMMUNITY IN PURSUIT OF THE MISSION. THE LONG TERM INCENTIVE PLAN ESTABLISHES COMMON PERFORMANCE OBJECTIVES FOR EACH PARTICIPANT TO ENSURE A UNIFIED FOCUS FOR THE SENIOR EXECUTIVE TEAM. ALL GOALS ARE ESTABLISHED AT THE ORGANIZATION-WIDE LEVEL. THE INCENTIVE IS BASED ON TWO CRITERIA: ASSOCIATION REVENUE GOALS, AND MISSION GOALS. AWARD OPPORTUNITIES UNDER THE LONG-TERM INCENTIVE PLAN RANGE FROM 0%-15% (TARGET OF 10%) OF BASE SALARY FOR THE SENIOR EXECUTIVE TEAM AND 0%-70% (TARGET OF 50%) FOR THE CEO. SCHEDULE J, PART III PART I, LINE 4B - NONQUALIFIED RETIREMENT PLAN AHA PROVIDES A 457(F) RETIREMENT RESTORATION PLAN TO CERTAIN MEMBERS OF SENIOR MANAGEMENT. WHILE AHA EMPLOYEES ARE GENERALLY ELIGIBLE TO PARTICIPATE IN THE QUALIFIED RETIREMENT PLAN AND THE 403(B) PLAN, CONTRIBUTIONS BY AHA TO THE QUALIFIED RETIREMENT PLAN AND THE 403(B) PLAN ARE CAPPED PURSUANT TO IRS REGULATIONS. UNDER THE RETIREMENT RESTORATION PLAN, AHA IS ALLOWED TO MAKE CONTRIBUTIONS BASED ON THE AMOUNT A PARTICIPANT WOULD HAVE BEEN ALLOWED TO RECEIVE IF THE RETIREMENT CONTRIBUTIONS BY AHA WERE NOT CAPPED. THE RETIREMENT RESTORATION PLAN SEEKS TO MAKE WHOLE, UPON A SPECIFIED VESTING DATE, THOSE PARTICIPANTS WHOSE COMPENSATION IS SUCH THAT THE ALLOWABLE QUALIFIED RETIREMENT CONTRIBUTION IS CAPPED DURING THEIR SERVICE TO AHA. ONCE A PARTICIPANT IS VESTED, THE RESTORATION PLAN BALANCE (THAT ACCUMULATED OVER MANY YEARS AND INCLUDES GAINS/LOSSES FROM THE MARKET) IS PAID OUT TO THE PARTICIPANT IN A LUMP SUM. AFTER THE PARTICIPANT HAS PASSED HIS OR HER VESTING DATE, ANY CONTRIBUTION THAT WOULD HAVE BEEN MADE TO THE RESTORATION PLAN IS PAID TO THE EMPLOYEE ON A MONTHLY BASIS. THE PAYMENTS ARE CONSIDERED EARNED INCOME WITH APPLICABLE TAXES WITHHELD. IF THE EMPLOYEE LEAVES AHA PRIOR TO REACHING HIS OR HER VESTING DATE, THE ACCOUNT BALANCE IS FORFEITED. DURING THE CALENDAR YEAR, SOME ELIGIBLE PARTICIPANTS IN AHA'S RETIREMENT RESTORATION PLAN REACHED THEIR VESTING DATE OR HAD PREVIOUSLY REACHED THEIR VESTING DATE AND RECEIVED LUMP SUM PAYMENTS FROM THE PLAN. PREVIOUSLY VESTED, MIDGE EPSTEIN RECEIVED 22,451, ROSE MARIE ROBERTSON RECEIVED 26,815, SUNDER JOSHI RECEIVED 190,554, AND JOHN MEINERS RECEIVED 129,522. SCHEDULE J SUPPLEMENTAL INFORMATION LYNNE DARROUZET TRANSITIONED OUT OF THE ROLE OF CORPORATE SECRETARY IN OCTOBER 2017, BUT REMAINS EMPLOYED WITH THE ORGANIZATION. LARRY CANNON HAS SINCE ASSUMED THE ROLE OF CORPORATE SECRETARY, IN ADDITION TO HIS ROLE AS CHIEF ADMINISTRATIVE OFFICER. SUNDER JOSHI RETIRED FROM THE AMERICAN HEART ASSOCIATION IN JANUARY 2017 AS THE CHIEF ADMINISTRATIVE OFFICER. HIS 2017 COMPENSATION INCLUDES PAYMENTS FROM THE RETIREMENT RESTORATION PLAN AND FOR ACCRUED PAID TIME OFF. X 754 299050 FAIR MARKET VALUE X 2878 FAIR MARKET VALUE X 597 482707 FAIR MARKET VALUE X 465 10168943 FAIR MARKET VALUE X 1 221077 FAIR MARKET VALUE X 1919 642158 FAIR MARKET VALUE X AD COUNCIL AD 1 19489584 FAIR MARKET VALUE X AD MATERIALS 12 6647115 FAIR MARKET VALUE X TRAVEL 1981 3353157 FAIR MARKET VALUE X OTHER PROPERTY 24055 6732008 FAIR MARKET VALUE 1 false true true SCHEDULE M, PAGE 1, PART I, LINE 32B THE ASSOCIATION RECEIVES THE PROCEEDS FROM THE SALE OF DONATED VEHICLES THAT ARE RECEIVED AND PROCESSED BY INSURANCE AUTO AUCTIONS. SCHEDULE M, PAGE 2, PART II PART I, LINE 28 OTHER PROPERTY INCLUDES RECREATION, FOOD AND DRINK, TANGIBLE PERSONAL PROPERTY, AND PERSONAL SERVICES GIFT CARDS. RECREATION A) CHECK IF APPLICABLE = X B) NUMBER OF CONTRIBUTORS = 5,647 C) REVENUE REPORTED ON FORM 990, PART VIII 2,220,946 D) METHOD OF DETERMING VALUE: FAIR MARKET VALUE FOOD & DRINK A) CHECK IF APPLICABLE = X B) NUMBER OF CONTRIBUTORS = 6,050 C) REVENUE REPORTED ON FORM 990, PART VIII 2,026,762 D) METHOD OF DETERMING VALUE: FAIR MARKET VALUE TANGIBLE PERSONAL PROPERTY A) CHECK IF APPLICABLE = X B) NUMBER OF CONTRIBUTORS = 7,930 C) REVENUE REPORTED ON FORM 990, PART VIII 1,386,999 D) METHOD OF DETERMING VALUE: FAIR MARKET VALUE PERSONAL/PROFESSIONAL SERVICES GIFT CARDS A) CHECK IF APPLICABLE = X B) NUMBER OF CONTRIBUTORS = 2,911 C) REVENUE REPORTED ON FORM 990, PART VIII 623,089 D) METHOD OF DETERMING VALUE: FAIR MARKET VALUE MISCELLANEOUS A) CHECK IF APPLICABLE = X B) NUMBER OF CONTRIBUTORS = 1,517 C) REVENUE REPORTED ON FORM 990, PART VIII 474,212 D) METHOD OF DETERMING VALUE: FAIR MARKET VALUE FORM 990 - ORGANIZATION'S MISSION THE AMERICAN HEART ASSOCIATION IS A NATIONAL VOLUNTARY HEALTH AGENCY FOCUSED ON ACTIVITIES RELATED TO THE CAUSES, DIAGNOSIS, PREVENTION, AND TREATMENT OF CARDIOVASCULAR DISEASE, STROKE AND OTHER RELATED DISEASES. OUR MISSION STATEMENT IS TO BE A RELENTLESS FORCE FOR A WORLD OF LONGER, HEALTHIER LIVES. FORM 990, PAGE 2, PART III, LINE 4A FROM PIONEERING FRONTIERS IN PRECISION MEDICINE TO ACCELERATING DRUG DISCOVERY, THE AMERICAN HEART ASSOCIATION IS FULFILLING ITS MISSION: TO BE A RELENTLESS FORCE FOR A WORLD OF LONGER, HEALTHIER LIVES. OUR SUCCESS IS MEASURED IN LIVES SAVED, LAWS CHANGED, DISCOVERIES MADE, AND COMMUNITIES TRANSFORMED. THAT'S BEEN OUR LEGACY FOR ALMOST A CENTURY. SCIENCE AND RESEARCH SINCE 1949, THE AMERICAN HEART ASSOCIATION HAS FUNDED MORE THAN 4.3 BILLION IN RESEARCH PROJECTS THAT EXPLORE THE PREVENTION, DETECTION AND TREATMENT OF CARDIOVASCULAR DISEASES AND STROKE. IN 2017-18: - THE AHA ANNOUNCED FOUR NEW CENTERS WITHIN ITS VASCULAR DISEASE RESEARCH NETWORK, AND SIX CENTERS IN ITS ATRIAL FIBRILLATION RESEARCH NETWORK, INCLUDING TWO CENTERS FOCUSED ON CREATING, ADAPTING AND EVALUATING SHARED DECISION-MAKING TOOLS FOR PATIENTS AND CLINICIANS. - IN TRACKING PROGRESS TOWARD OUR 2020 STRATEGIC IMPACT GOALS, RECENT ESTIMATES INDICATE THAT WE HAVE ACHIEVED 3.95% IMPROVEMENT IN CARDIOVASCULAR HEALTH AND A 15.0% REDUCTION IN DEATHS FROM CARDIOVASCULAR DISEASES. IN ADDITION, WE HAVE CONTRIBUTED TO A 14.3% REDUCTION IN STROKE- RELATED DEATHS. - WE PARTNERED WITH LAWRENCE LIVERMORE NATIONAL LABORATORY AND BRIGHAM AND WOMEN'S HOSPITAL TO WORK TOWARD REDUCING DRUG DEVELOPMENT TIME BY UP TO 50% USING SUPERCOMPUTERS THAT ANALYZE HOW DRUGS BIND TO THEIR TARGETS. - TOGETHER WITH THE PAUL G. ALLEN FRONTIERS GROUP, WE ANNOUNCED WE ARE COMMITTING 43 MILLION TO CO-FUND RESEARCH ON HOW TO BETTER PREVENT, DETECT AND TREAT AGE-RELATED COGNITIVE IMPAIRMENT, INCLUDING ALZHEIMER'S DISEASE. - WE'RE ALSO CO-INVESTING IN EMERGING HEALTHCARE PRODUCTS THROUGH CARDEATION CAPITAL, A 30 MILLION VENTURE CAPITAL FUND WE ESTABLISHED WITH PHILIPS AND UNIVERSITY OF PITTSBURGH MEDICAL CENTER ENTERPRISES AND MANAGED BY APHELION CAPITAL. - IN ALLIANCE WITH DUKE CLINICAL RESEARCH INSTITUTE, THE AHA IS UNLOCKING THE POTENTIAL OF ARTIFICIAL INTELLIGENCE TO BETTER PREVENT AND TREAT CARDIOVASCULAR DISEASES. - WE GAINED SCIENTIFIC MOMENTUM VIA THE AHA INSTITUTE FOR PRECISION CARDIOVASCULAR MEDICINE BY INCREASING DATA POINTS ON OUR PRECISION MEDICINE PLATFORM 700-FOLD, FROM 35 MILLION TO 27.3 BILLION, AND BY ENROLLING 1,450 TOTAL PARTICIPANTS IN MY RESEARCH LEGACY AND THE PILOT STUDY. - THE AHA INSTITUTE OF PRECISION CARDIOVASCULAR MEDICINE ANNOUNCED THE FOLLOWING: - AWARDEES OF UNCOVERING PATTERNS GRANTS - SECOND ROUND OF DATA GRANTS WITH AMAZON WEB SERVICES (AWS) FOR TESTING AND REFINING ARTIFICIAL INTELLIGENCE AND MACHINE LEARNING - WINNERS OF THE INAUGURAL AHA, AWS COMPETITION FOR DATA GRANT PORTFOLIO 1.0 RECIPIENTS - THE ONE BRAVE IDEA SCIENCE INNOVATION CENTER OPENED IN BOSTON TO REVOLUTIONIZE CORONARY HEART DISEASE DETECTION. - THE AHA NAMED SEVEN RECIPIENTS OF ITS COFOUNDED CONGENITAL HEART DEFECT RESEARCH AWARDS, AN 826,600 INVESTMENT THAT WILL ULTIMATELY FUND MORE THAN 22 MILLION IN CONGENITAL HEART DISEASE RESEARCH THROUGH 2021. - THE AHA ISSUED TWO 1 MILLION MERIT AWARDS, TO BE DISTRIBUTED OVER FIVE YEARS, TO RESEARCHERS STUDYING HOW STRESS AFFECTS THE BRAIN AND HOW THESE CHANGES MAY AFFECT THE HEART AND MOLECULAR SIGNALING BY THE HEART. FORM 990, PAGE 2, PART III, LINE 4B PUBLIC/CONSUMER EDUCATION - MORE THAN 100,000 PEOPLE HAVE BEEN TRAINED TO SAVE LIVES SINCE THE AMERICAN HEART ASSOCIATION LAUNCHED ITS HANDS-ONLY CPR TRAINING KIOSK PROGRAM IN 2016 FOLLOWING A PILOT RUN AT DALLAS-FORT WORTH INTERNATIONAL AIRPORT THREE YEARS EARLIER. - THE AHA AND GOOGLE DEVELOPED AN AUGMENTED REALITY VERSION OF HANDS-ONLY CPR TRAINING AVAILABLE ONLY ON ANDROID DEVICES THROUGH OUR MY CARDIAC COACH MOBILE APP. - THE AHA ANNOUNCED HEALTH SCREENING SERVICES, A BUSINESS LINE DESIGNED TO HELP CONSUMERS ACHIEVE IDEAL HEART HEALTH. CONDUCTED IN THE WORKPLACE AND AT COMMUNITY HEALTH EVENTS, SERVICES HELP CONSUMERS KNOW THEIR RISKS, MAKE BEHAVIOR CHANGES, AND SEEK SUPPORT AND FOLLOW-UP MEDICAL CARE. - IN OUR CONTINUING QUEST TO REDUCE HEALTH DISPARITIES, WE DEBUTED THE EMPOWERED TO SERVE URBAN BUSINESS STORYTELLING COMPETITION AND AWARDED 60,000 IN PRIZE MONEY TO THE 10 FINALISTS CHOSEN FROM AMONG MORE THAN 130 CONTESTANTS. - WITH A 500,000 GIFT FROM JOHN HOUSTON, RETIRED CEO OF HOUSTON ASSOCIATES IN STERLING, VA., THE AHA ANNOUNCED THE MID-ATLANTIC HBCU HEALTHY CHALLENGE COMPETITION. HBCU COEDS AT 30-PLUS CAMPUSES ARE PARTICIPATING IN THE 8- MONTH CONTEST TO DEVELOP INNOVATIVE, EFFECTIVE, SCALABLE SOLUTIONS TO REDUCE MINORITY HEALTH BARRIERS. - OUR YOUTH MARKET TEAM ARTFULLY APPLIED THE LATEST TECHNOLOGIES, INCLUDING 3D VIDEO AND AUGMENTED REALITY, TO ENGAGE CHILDREN IN OUR LIFESAVING MISSION. JUMP ROPE FOR HEART RAISED 61.7 MILLION IN ONLINE REVENUE THIS YEAR, UP 42 PERCENT FROM THE PREVIOUS YEAR. FORM 990, PAGE 2, PART III, LINE 4C PROFESSIONAL EDUCATION - WE HOSTED MORE THAN A DOZEN SCIENTIFIC CONFERENCES, INCLUDING SCIENTIFIC SESSIONS AND THE INTERNATIONAL STROKE CONFERENCE, AS WELL AS MEETINGS FOCUSED ON SPECIALTY AREAS INCLUDING HYPERTENSION, PREVENTION AND QUALITY OF CARE. ATTENDEES AT ALL MEETINGS ARE ELIGIBLE FOR CONTINUING MEDICAL EDUCATION (CME) CREDITS. WE ALSO HOSTED A SUITE OF ONLINE LEARNING PROGRAMS WHICH OFFERED CME CREDITS. - WE PUBLISHED SCIENTIFIC STATEMENTS AND CLINICAL TREATMENT GUIDELINES FOR MEDICAL PROFESSIONALS, ADDRESSING A WIDE RANGE OF SPECIALTY AREAS INCLUDING HEART FAILURE, STROKE AND HYPERTENSION. - ESTABLISHED IN 2003 TO AID HOSPITAL ADHERENCE TO EVIDENCE-BASED TREATMENT GUIDELINES AND IMPROVE QUALITY OF LIFE FOR STROKE PATIENTS, GET WITH THE GUIDELINES-STROKE HAS GROWN FROM 24 PARTICIPATING HOSPITALS TO OVER 2,100 OF THE NATION'S 5,534 REGISTERED HOSPITALS. AS PARTICIPATION HAS INCREASED, THE PROGRAM DATABASE HAS EXPLODED TO MORE THAN 5 MILLION PATIENT RECORDS. - THE GET WITH THE GUIDELINES HEART FAILURE CLINICAL WORK GROUP SURPASSED 100 PUBLICATIONS IN FEBRUARY 2018, A CROWNING ACHIEVEMENT IN QUALITY IMPROVEMENT FROM A SCHOLARLY PERSPECTIVE. - THE AMERICAN HEART ASSOCIATION HAS ENROLLED A RECORD 34,241 MEMBERS, INCLUDING 28,696 IN 2017-18 ALONE, WELL ABOVE THE YEAR-END GOAL OF 27,000. FORM 990, PAGE 2, PART III, LINE 4D COMMUNITY SERVICES QUALITY OF CARE/SYSTEMS OF CARE - SAVING 50,000 LIVES ANNUALLY IS THE AIM OF RQI PARTNERS, A JOINT VENTURE BETWEEN THE AMERICAN HEART ASSOCIATION AND LAERDAL MEDICAL TO INCREASE HOSPITAL ADOPTION OF OUR RESUSCITATION QUALITY IMPROVEMENT PROGRAM. SO FAR, APPROXIMATELY 300 U.S. HOSPITALS ARE ON BOARD WITH RQI, IMPROVING THE CPR COMPETENCY OF MORE THAN 300,000 HEALTHCARE PROVIDERS. - THE AMERICAN HEART ASSOCIATION AND THE JOINT COMMISSION RE-TOOLED THEIR 15-YEAR RELATIONSHIP TO CREATE CO-BRANDED CARDIOVASCULAR HOSPITAL CERTIFICATION PROGRAMS THAT BRING THE LATEST EVIDENCE-BASED SCIENCE TO THE BEDSIDE QUICKLY AND EFFICIENTLY. - THE AMERICAN HEART ASSOCIATION IS COLLABORATING WITH THE AMERICAN DIABETES ASSOCIATION (ADA) AND INAUGURAL SPONSORS BOEHRINGER INGELHEIM, ELI LILLY AND COMPANY AND NOVO NORDISK TO RAISE AWARENESS OF THE TYPE 2 DIABETES-CARDIOVASCULAR DISEASE LINK. TOGETHER WITH THE ADA, WE WILL EDUCATE PATIENTS, TRAIN HEALTHCARE PROVIDERS, AND IMPLEMENT QUALITY IMPROVEMENT MEASURES FOR DIABETES TREATMENT FACILITIES. - THE NATIONAL GO RED FOR WOMEN TEAM INTRODUCED AN INITIATIVE TO FUND BLOOD PRESSURE KIOSKS POWERED BY THE AHA'S "CHECK. CHANGE. CONTROL." PROGRAM IN 10 COMMUNITIES ACROSS THE COUNTRY. THE TEAM EXCEEDED ITS GOAL WITH 4.1 MILLION IN CONTRIBUTIONS FOR 11 KIOSKS AND 4.1 MILLION IN MATCHING FUNDS FROM CVS HEALTH. THE KIOSKS ARE PROJECTED TO REACH OVER 3.5 MILLION WOMEN. - BY REDEFINING HIGH-BLOOD PRESSURE AS 130 OVER 80 OR GREATER, AND INSTALLING SELF-CHECK KIOSKS NATIONWIDE, WE'RE MOTIVATING MILLIONS TO SEEK CARE BEFORE IT'S TOO LATE. - WITH DINING OPERATIONS THAT SERVE 2 BILLION MEALS ANNUALLY IN 19 COUNTRIES, ARAMARK NOW OFFERS 14% LESS SODIUM, 15% LESS SATURATED FAT, 30% VEGAN OR VEGETARIAN OPTIONS, AND 10% WHOLE GRAINS AS A MAIN INGREDIENT AS PART OF OUR HEALTHY FOR LIFE 20 BY 20 PARTNERSHIP. - WITH A 15 MILLION GIFT FROM THE MARCUS FOUNDATION, WE CO-FOUNDED THE MARCUS STROKE NETWORK TO REDUCE DISABILITY AND DEATH IN AN 11-STATE REGION OF THE SOUTHEAST CALLED THE "STROKE BELT." - WE PARTNERED WITH THE CAMPAIGN TO TRANSFORM ADVANCED CARE (C-TAC) TO CHAMPION CAREGIVER POLICIES AND IMPROVE PATIENTS' END-OF-LIFE EXPERIENCE. PUBLIC ADVOCACY - THERE WERE 94 ADVOCACY WINS AT THE STATE LEVEL IN 2017-18. ON THE FEDERAL FRONT, CONGRESS VOTED "YES" ON A TWO-YEAR BUDGET DEAL THAT WE CHAMPIONED: 1) EXPANDING ACCESS TO TELESTROKE AND CARDIAC REHABILITATION SERVICES, 2) REMOVING MEDICARE CAPS FOR OUTPATIENT THERAPY, AND 3) ALLOCATING 3 BILLION TO FEDERAL HEALTH PROGRAMS. THIS IS THE MOST SIGNIFICANT FUNDING INCREASE IN 15 YEARS. - THANKS TO OUR ADVOCACY, LOCAL AND STATE LAWS ON SUGAR-SWEETENED BEVERAGES, SMOKING, AND CPR IN SCHOOLS ARE CHANGING IN FAVOR OF BETTER HEALTH FOR FUTURE GENERATIONS. BY THE END OF 2017-18, 8 CITIES TAXED SUGAR-SWEETENED BEVERAGES, 955 MUNICIPALITIES WERE SMOKE-FREE - INCLUDING 96 IN TEXAS - AND 39 STATES REQUIRED CPR TRAINING FOR PUBLIC HIGH SCHOOL GRADUATION. - SAN FRANCISCO RESIDENTS VOTED 68% TO 32% IN SUPPORT OF PROPOSITION E - WHICH WE ADVOCATED - AND THE COUNTRY'S MOST RESTRICTIVE BAN ON THE SALE OF MENTHOL CIGARETTES AND FLAVORED TOBACCO PRODUCTS THAT APPEAL TO KIDS. - WE FILED A LAWSUIT AGAINST THE FDA FOR ALLOWING E-CIGARETTES AND CIGARS - INCLUDING CANDY-FLAVORED PRODUCTS THAT APPEAL TO KIDS - TO REMAIN ON THE MARKET UNTIL 2021 OR LATER WITHOUT FILING SAFETY INFORMATION. - VOICES FOR HEALTHY KIDS LANDED 134 POLICY WINS IN UNDER 5 YEARS, MAKING EACH DAY HEALTHIER FOR APPROXIMATELY 170 MILLION PEOPLE. THIS IS JUST A SAMPLING OF OUR ACCOMPLISHMENTS. THE AMERICAN HEART ASSOCIATION'S SUCCESS IS ATTRIBUTABLE TO THE 40 MILLION DEDICATED VOLUNTEERS AND SUPPORTERS WHO GIVE VOICE TO OUR VISION, AS WELL AS OUR DEDICATED STAFF. TOGETHER, WE ARE INSPIRING BREAKTHROUGHS AND BLAZING PATHS TO BETTER HEALTH AND LONGER LIFE WORLDWIDE. FORM 990, PART V, LINE 4B CHINA, PEOPLES REPUB, UNITED ARAB EMIRATES FORM 990, PAGE 6, PART VI, LINE 4 DURING FISCAL YEAR 2017-18, THE BOARD OF DIRECTORS APPROVED AMENDMENTS TO THE AHA BYLAWS. THE AMENDMENTS INCLUDED CHANGES TO THE COMPOSITION OF THE BOARD OF DIRECTORS, THE PROCESS FOR NOMINATING OFFICERS AND DIRECTORS, APPROVAL REQUIREMENTS FOR BYLAW AMENDMENTS AND LOCAL AFFILIATE RESPONSIBILITIES. FORM 990, PAGE 6, PART VI, LINE 11B IN EARLY NOVEMBER, MANAGEMENT DISTRIBUTED A DRAFT OF THE FORM 990 TO THE AUDIT COMMITTEE APPOINTED BY THE AMERICAN HEART ASSOCIATION'S BOARD OF DIRECTORS. THE AUDIT COMMITTEE MEMBERS REVIEWED THE DRAFT. PRIOR TO FINALIZATION OF THE RETURN, A FINAL DRAFT OF FORM 990 WAS PROVIDED TO ALL MEMBERS OF THE BOARD OF DIRECTORS. THE FORM DISTRIBUTED TO THE BOARD OF DIRECTORS REFLECTS THE RETURN ULTIMATELY FILED WITH THE INTERNAL REVENUE SERVICE. FORM 990, PAGE 6, PART VI, LINE 12C THE AMERICAN HEART ASSOCIATION (AHA) HAS ESTABLISHED A CONFLICT OF INTEREST POLICY WHICH HAS BEEN REVIEWED AND APPROVED BY THE BOARD OF DIRECTORS. THE POLICY IS BINDING ON ALL VOLUNTEERS, STAFF AND COMPONENTS OF AHA. A CONFLICT OF INTEREST QUESTIONNAIRE, WHICH INCLUDES THE CONFLICT OF INTEREST AND ETHICS POLICIES, IS REQUIRED TO BE COMPLETED BY ALL AHA BOARD OF DIRECTORS MEMBERS, COMMITTEE, SUBCOMITTEE, TASK FORCE, WRITING GROUP MEMBERS, DESIGNATED STAFF, AND AHA SPOKESPERSONS UPON THEIR APPOINTMENT, AND TO OFFICERS AND JOURNAL EDITORS PRIOR TO THEIR ELECTION OR APPOINTMENT. AFTER THE INITIAL COMPLETION OF THE CONFLICT OF INTEREST DISCLOSURE QUESTIONNAIRE, VOLUNTEERS AND DESIGNATED STAFF ARE REQUESTED TO UPDATE IT WHENEVER MATERIAL CHANGES OCCUR IN THEIR AHA ROLE, EMPLOYMENT OR OTHER RELATIONSHIP IDENTIFIED AS RELEVANT ON THE DISCLOSURE QUESTIONNAIRE AND COMPLETE A NEW DISCLOSURE QUESTIONNAIRE ANNUALLY. AHA HAS IDENTIFIED THE FOLLOWING AREAS IN ITS POLICY TO BE POTENTIAL CONFLICTS OF INTEREST: DIRECT OR INDIRECT INTEREST IN, OR RELATIONSHIP WITH, ANY INDIVIDUAL OR ORGANIZATION THAT PROPOSES TO ENTER INTO ANY TRANSACTION WITH AHA; THE SALE, PURCHASE, LEASE OR RENTAL OF ANY PROPERTY OR OTHER ASSET; EMPLOYMENT, OR RENDITION OF SERVICES, PERSONAL OR OTHERWISE; THE AWARD OF ANY GRANT, CONTRACT, OR SUBCONTRACT; OR THE INVESTMENT OR DEPOSIT OF ANY FUNDS OF AHA. CONFLICTS MAY BE RESOLVED BY HAVING THE AHA REPRESENTATIVE REFRAIN FROM DELIBERATING AND/OR VOTING ON THE PARTICULAR TRANSACTION OR MATTER IN WHICH HE OR SHE HAS AN INTEREST; AND OTHERWISE REFRAIN FROM EXERTING ANY INFLUENCE ON AHA TO AFFECT A DECISION. HOWEVER, OTHER MEASURES MAY BE REQUIRED BY AHA, DEPENDING ON THE NATURE OF AND THE ABILITY TO REASONABLY MANAGE A CONFLICT. FORM 990, PAGE 6, PART VI, LINE 15A AHA'S BOARD OF DIRECTORS AUTHORIZES A COMPENSATION, BENEFITS, AND HUMAN RESOURCES ADVISORY COMMITTEE TO PROVIDE RECOMMENDATIONS REGARDING COMPENSATION-RELATED MATTERS WITHIN THE ORGANIZATION. THE COMMITTEE IS RESPONSIBLE FOR REVIEWING AND PROVIDING RECOMMENDATIONS REGARDING COMPENSATION-RELATED MATTERS WITHIN THE ORGANIZATION, INCLUDING THE CHIEF EXECUTIVE OFFICER'S (CEO) COMPENSATION, BASED UPON THE ADVICE OF AN INDEPENDENT COMPENSATION CONSULTANT. THE CEO REVIEW COMMITTEE IS COMPRISED OF FOUR CURRENT BOARD OFFICERS AND IS AUTHORIZED BY THE BOARD TO MAKE THE FINAL DETERMINATION ABOUT CEO COMPENSATION. THE COMMITTEE'S OUTSIDE INDEPENDENT CONSULTANT PROVIDES INFORMATION WITH RESPECT TO THE APPROPRIATENESS OF THE CEO'S COMPENSATION AS COMPARED TO THE EXTERNAL BENCHMARKING, AS WELL AS THE METHODOLOGY IN DEVELOPING CURRENT COMPENSATION. THE INDEPENDENT CONSULTANT ALSO EVALUATES THE COMPENSATION RANGE OF OTHER OFFICERS AND SENIOR EXECUTIVES. SEVERAL SURVEYS WERE UTILIZED IN DEVELOPING THE COMPARISON, INCLUDING SURVEYS FROM VARIOUS COMPENSATION CONSULTING FIRMS. ADDITIONALLY, THE OUTSIDE INDEPENDENT CONSULTANT PROVIDED A REASONABLENESS OPINION IN ORDER TO ENSURE THAT AHA COMPLIES WITH THE INTERMEDIATE SANCTION AND REBUTTABLE PRESUMPTION POLICY. DECISIONS REGARDING THE EXECUTIVE COMPENSATION ARE DOCUMENTED IN THE MEETING MINUTES. FOR PURPOSES OF THE 2017-18 FISCAL YEAR, THE COMPENSATION REVIEW OF THE CEO BY THE COMMITTEE WAS DISCUSSED IN SEPTEMBER AND OCTOBER OF 2017, AND FEBRUARY AND MAY OF 2018. KEY FACTORS THAT ARE CONSIDERED BY THE COMPENSATION COMMITTEE WITH RESPECT TO COMPENSATION ARE AS FOLLOWS: COMPENSATION PHILOSOPHY, EXPERIENCE AND QUALIFICATIONS OF THE CANDIDATE, MARKET COMPETITIVENESS, AND COMPENSATION REQUIREMENTS AND HISTORY OF THE CANDIDATE. COMPONENTS OF COMPENSATION THAT ARE ROUTINELY REVIEWED BY THE COMPENSATION COMMITTEE INCLUDE BASE SALARY, INCENTIVE OPPORTUNITY BOTH SHORT AND LONG TERM, RETIREMENT, BENEFITS AND PERQUISITES. FORM 990, PAGE 6, PART VI, LINE 15B REFER TO EXPLANATION FOR 990 PART VI, LINE 15A FORM 990, PAGE 6, PART VI, LINE 17 MARYLAND, MAINE, MICHIGAN, MINNESOTA, MISSISSIPPI, NORTH CAROLINA, NORTH DAKOTA, NEW HAMPSHIRE, NEW JERSEY, NEW MEXICO, NEW YORK, OHIO, OKLAHOMA, OREGON, PENNSYLVANIA, RHODE ISLAND, SOUTH CAROLINA, TENNESSEE, UTAH, VIRGINIA, WASHINGTON, WISCONSIN, WEST VIRGINIA FORM 990, PAGE 6, PART VI, LINE 19 THE AMERICAN HEART ASSOCIATION (AHA) MAKES AVAILABLE THE THREE MOST RECENT YEARS OF AUDITED FINANCIAL STATEMENTS, THREE MOST RECENT YEARS OF THE FORM 990 AND THE CONFLICT OF INTEREST POLICY ON AHA'S INTERNET WEBSITE, WWW.HEART.ORG. FORM 990-T IS AVAILABLE UPON REQUEST. THE AHA DOES NOT MAKE ITS GOVERNING DOCUMENTS AVAILABLE TO THE GENERAL PUBLIC. FORM 990, PART XI, LINE 9 POST-RETIREMENT ADJUSTMENT (ASC 715) 898,874 AMHAS LLC 7272 GREENVILLE AVENUE DALLAS TX 75231 135613797 INVESTMENT DE 3187051 68637635 AHA APHELION CARDEATION LLC 100 TIBURON BOULEVARD SUITE 215 MILL VALLEY CA 94941 821740310 INVESTMENT CA AHA RELATED -211904 188096 false false 0.99010 RQI PARTNERS LLC 7272 GREENVILLE AVENUE SUITE P2020 DALLAS TX 75231 830935798 TRAINING DE AHA RELATED false false 0.51000 47 VARIOUS PERPETUAL TRUSTS 7272 GREENVILLE AVENUE DALLAS TX 75231 999999999 FIDUCIARY TX N/A true 10 VARIOUS CHARITABLE RMDR TRUSTS 7272 GREENVILLE AVENUE DALLAS TX 75231 999999999 FIDUCIARY TX N/A true false true true false false false false false false false false false false false false false false false false 47 PERPETUAL TRUSTS C 2123279 CASH CONTRIBUTIONS RECEIV 10 CHARITABLE REMAINDER TRUSTS C 1240376 CASH CONTRIBUTIONS RECEIV APHELION CARDEATION LLC B 400000 CAPITAL CONTRIBUTION SCHEDULE R SCHEDULE R, PART I AMHAS, LLC IS A SINGLE-MEMBER LIMITED LIABILITY COMPANY THAT HOLDS INVESTMENTS THAT ARE PART OF THE AMERICAN HEART ASSOCIATION'S INVESTMENT PORTFOLIO. SCHEDULE R, PART III IN AUGUST OF 2017, THE AHA MADE AN INVESTMENT IN APHELION CARDEATION, LLC, AN INVESTMENT PARTNERSHIP THAT INVESTS IN START-UP AND EMERGING GROWTH COMPANIES IN HEALTHCARE SECTORS THAT FOCUS ON A BROAD SET OF CLINICAL AREAS DIRECTLY RELATED TO CARDIOVASCULAR AND STROKE HEALTH INCLUDING, AMONG OTHER THINGS, DIABETES, METABOLIC DISORDERS AND PREVENTION AND HEALTHY AGING. IN JUNE OF 2018, THE AHA AND LAERDAL MEDICAL CORPORATION FORMED A JOINT VENTURE CALLED RQI PARTNERS, LLC. THE PURPOSE OF THE JOINT VENTURE IS DELIVERING INNOVATIVE RESUSCITATION SOLUTIONS THAT ELIMINATE PREVENTABLE AND UNEXPECTED CARDIAC ARREST DEATHS. AS OF JUNE 30, 2018, THE PARTNERSHIP HAD NOT BEGUN OPERATIONS. SCHEDULE R, PART IV THESE RELATED ENTITIES ARE TRUSTS IN WHICH THE AMERICAN HEART ASSOCIATION HAS A GREATER THAN 50% BENEFICIAL INTEREST. THE EIN AND STATE OF LEGAL DOMICILE VARY BY TRUST.