Civic Intelligence

Adult Congenital Heart Association

EIN 04-3447959 • 501(c)3 • Media, PA

View Organization Page

Profile

The adult congenital heart association (acha) is a nonprofit organization that seeks to improve the quality of life and extend the lives of adults with congenital heart defects through education, outreach, advocacy and promotion of research. Acha serves and supports the more than one million adults with congenital heart defects, their families and medical community.

280 North Providence Road Suite 6Media, PA 19063

www.achaheart.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

72nd percentile

0.26x

Higher debt load relative to assets than 72% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

70th percentile

0.24x

Higher debt load relative to revenue than 70% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Net Margin

15th percentile

-19%

Higher net margin than 15% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

88th percentile

$185,153

Higher top officer pay than 88% of similar nonprofits.

Top officer pay equals 9.5% of source-year revenue.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Asset Growth

15th percentile

-12%

Faster asset growth than 15% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

16th percentile

-19%

Faster revenue growth than 16% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets72nd percentile

Assets

Down

$1,790,426

Down $242,807 (-12%) from 2023

Liabilities

Up

$473,545

Up $100,559 (+27%) from 2023

Net Assets

Down

$1,316,881

Down $343,366 (-21%) from 2023

Operations
Liabilities / Revenue70th percentileNet Margin15th percentile

Revenue

Down

$1,958,729

Down $448,967 (-19%) from 2023

Expenses

Up

$2,328,629

Up $338,273 (+17%) from 2023

Net Income

Down

-$369,900

Down $787,240 (-189%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth15th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$3.0M$2.0M$1.0M$0Assets 2011: $508,144Liabilities 2011: $27,022Net Assets 2011: $481,1222011Assets 2012: $865,048Liabilities 2012: $38,241Net Assets 2012: $826,8072012Assets 2013: $937,481Liabilities 2013: $167,359Net Assets 2013: $770,1222013Assets 2014: $1,085,386Liabilities 2014: $111,352Net Assets 2014: $974,0342014Assets 2015: $1,437,072Liabilities 2015: $268,107Net Assets 2015: $1,168,9652015Assets 2016: $1,759,839Liabilities 2016: $481,143Net Assets 2016: $1,278,6962016Assets 2017: $1,835,969Liabilities 2017: $434,707Net Assets 2017: $1,401,2622017Assets 2018: $1,281,712Liabilities 2018: $292,492Net Assets 2018: $989,2202018Assets 2019: $1,451,645Liabilities 2019: $288,920Net Assets 2019: $1,162,7252019Assets 2020: $1,619,228Liabilities 2020: $512,463Net Assets 2020: $1,106,7652020Assets 2021: $1,775,522Liabilities 2021: $262,002Net Assets 2021: $1,513,5202021Assets 2022: $1,503,657Liabilities 2022: $310,096Net Assets 2022: $1,193,5612022Assets 2023: $2,033,233Liabilities 2023: $372,986Net Assets 2023: $1,660,2472023Assets 2024: $1,790,426Liabilities 2024: $473,545Net Assets 2024: $1,316,8812024

Highlighted filing

2024

Assets$1,790,426
Liabilities$473,545
Net Assets$1,316,881
Open 2024 Filing

Operations Trend

Revenue Growth16th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2011: $1,346,342Expenses 2011: $1,093,127Net Income 2011: $253,2152011Revenue 2012: $1,625,797Expenses 2012: $1,280,112Net Income 2012: $345,6852012Revenue 2013: $1,516,089Expenses 2013: $1,572,774Net Income 2013: -$56,6852013Revenue 2014: $2,057,850Expenses 2014: $1,853,938Net Income 2014: $203,9122014Revenue 2015: $2,142,155Expenses 2015: $1,932,840Net Income 2015: $209,3152015Revenue 2016: $2,306,996Expenses 2016: $2,210,383Net Income 2016: $96,6132016Revenue 2017: $2,524,582Expenses 2017: $2,433,470Net Income 2017: $91,1122017Revenue 2018: $2,105,789Expenses 2018: $2,495,727Net Income 2018: -$389,9382018Revenue 2019: $2,289,993Expenses 2019: $2,155,280Net Income 2019: $134,7132019Revenue 2020: $1,671,115Expenses 2020: $1,755,654Net Income 2020: -$84,5392020Revenue 2021: $2,125,476Expenses 2021: $1,648,260Net Income 2021: $477,2162021Revenue 2022: $1,698,174Expenses 2022: $2,007,489Net Income 2022: -$309,3152022Revenue 2023: $2,407,696Expenses 2023: $1,990,356Net Income 2023: $417,3402023Revenue 2024: $1,958,729Expenses 2024: $2,328,629Net Income 2024: -$369,9002024

Highlighted filing

2024

Revenue$1,958,729
Expenses$2,328,629
Net Income-$369,900
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$1,790,426
Liabilities
$473,545
Net assets
$1,316,881
Revenue
$1,958,729
Expenses
$2,328,629
Net income
-$369,900
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.79$0.47$1.32$1.96$2.33$0.37
2023Detailed filing. Detailed filing data is available for this year.$2.03$0.37$1.66$2.41$1.99$0.42
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.50$0.31$1.19$1.70$2.01$0.31
2021Detailed filing. Detailed filing data is available for this year.$1.78$0.26$1.51$2.13$1.65$0.48
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.62$0.51$1.11$1.67$1.76$0.08
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.45$0.29$1.16$2.29$2.16$0.13
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.28$0.29$0.99$2.11$2.50$0.39
2017Detailed filing. Detailed filing data is available for this year.$1.84$0.43$1.40$2.52$2.43$0.09
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.76$0.48$1.28$2.31$2.21$0.10
2015Detailed filing. Detailed filing data is available for this year.$1.44$0.27$1.17$2.14$1.93$0.21
2014Summary only. Only limited summary data is available for this year.$1.09$0.11$0.97$2.06$1.85$0.20
2013Summary only. Only limited summary data is available for this year.$0.94$0.17$0.77$1.52$1.57$0.06
2012Summary only. Only limited summary data is available for this year.$0.87$0.04$0.83$1.63$1.28$0.35
2011Summary only. Only limited summary data is available for this year.$0.51$0.03$0.48$1.35$1.09$0.25
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Jun 21, 2025
Return Version
2024v5.1
Gross Receipts
$1,958,729
Mission and Program Overview

Mission

Acha's mission is to improve and extend the lives of the millions born with heart defects through education, advocacy, and the promotion of research. Acha serves and supports nearly two million adults with congenital heart defects, their families and medical community.

To empower the chd community by advancing access to resources and specialized care.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$1,143,165$604,668▼ $538,497
Investments in Publicly Traded Securities$749,920$498,848▼ $251,072
Savings and Temporary Cash Investments$1,839$471,160▲ $469,321
Pledges and Grants Receivable$76,835$139,480▲ $62,645
Prepaid Expenses and Deferred Charges$23,085$23,212▲ $127
Accounts Receivable-$19,999-
Land, Buildings, and Equipment, Net$11,148$8,241▼ $2,907
Total Assets$2,033,233$1,790,426▼ $242,807
Other Assets Total$27,241$24,818▼ $2,423
Liabilities
Deferred Revenue$276,209$330,596▲ $54,387
Accounts Payable and Accrued Expenses$72,882$119,582▲ $46,700
Other Liabilities$23,895$23,367▼ $528
Total Liabilities$372,986$473,545▲ $100,559
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$746,727$664,352▼ $82,375
Net Assets With Donor Restrictions$913,520$652,529▼ $260,991
Total Net Assets Fund Balance$1,660,247$1,316,881▼ $343,366
Total Liabilities and Net Assets / Fund Balance$2,033,233$1,790,426▼ $242,807

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$8,241$43,882$52,123
Leasehold Improvements$0$4,323$4,323
Compensation and Service Providers
Top Officer Pay88th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Mark RoederPresident and CEOFT$171,963$13,190$185,153
Jennifer HockenhullDirector of FinanceFT$127,961$9,682$137,643
Danielle HileSr. Director of Medical AffairsFT$116,166$12,167$128,333
Kerry WevodauDirector of Walk for 1 in 100FT$104,868$10,266$115,134
Janine GuglielminoDirector of Patient Resources & AdvocacyFT$100,960$3,029$103,989

Board Members and Trustees

NameTitle
James Ruppel Md MsChair
Stephen BackVice Chair
Anne Stapleton-reillyBoard Member
Binta BaudyBoard Member
Chad ChaseBoard Member
Claudia NormanBoard Member
Erin Walsh-beguinBoard Member
Jennifer CortesBoard Member
Jonathan Cramer MdBoard Member
Kristi RyanBoard Member
Matt MartinhoBoard Member
Meredith Rahn-oakesBoard Member
Nicole JungBoard Member
Richard Krasuski MdBoard Member
Tim SingletaryBoard Member
Yuli Kim MdBoard Member
Cynthia Felix JeffersBoard Member Until 12/9/24
Joanne NicholsBoard Member Until 8/30/2024
William CauseySecretary
Mary Jane EazerSecretary Until 9/30/24
William BrowneTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$1,764,509
Program Service Revenue
$133,203
Investment Income
$61,017
Other Revenue
$0
All Other Contributions
$1,738,254
Change in Net Assets
$-369,900

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,958,729
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$244,990
Total Revenue per Audited Statements
$2,203,719
Total Revenue per Form 990
$1,958,729
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,663,295
Other Expenses$595,334
Total Fundraising Expense$335,881
Grants and Similar Amounts Paid$70,000
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$858,669$45,332$138,715$1,042,716
Current Officers, Directors, Trustees, and Key Employees$69,297$197,821$55,546$322,664
Fees for Services Other$157,254$10,290$10,568$178,112
Other Employee Benefits$121,328$20,911$22,850$165,089
Payroll Taxes$76,530$19,038$15,778$111,346
Information Technology$67,083$899$22,041$90,023
Office Expenses$43,471$1,702$36,568$81,741
Grants to Domestic Orgs$70,000--$70,000
Travel$55,335$1,826$6,014$63,175
Occupancy$39,011$3,834$13,291$56,136
Fees for Services Accounting$16,367$4,072$3,374$23,813
Pension Plan Contributions$17,382$1,294$2,804$21,480
Fees for Services Legal$8,940$1,717$1,424$12,081
Insurance$5,185$1,290$1,068$7,543
Depreciation Depletion$5,890$559$450$6,899
Other Expenses$4,675$1,163$964$6,802
Total Functional Expenses$1,678,294$314,454$335,881$2,328,629

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$2,547,085
Expenses per Audited Statements$2,328,629
Total Expenses per Form 990$2,328,629
Expenses Not Reported on Form 990$218,456
Expenses Not Reported on Financial Statements$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Dartmouth Hitchcock Medical CenterLebanon, NH501(c)(3)GRANT FUNDING FOR PROJECT TITLED: PSYCHOLOGICAL TRAUMA AND POST-TRAUMATIC STRESS DISORDER IN ADULTS WITH CONGENITAL HEART DISEASE: "WHAT IS THE SCOPE OF THE PROBLEM?"$25,000
Icahn School of Medicine at Mount SinaiNew York, NY501(c)(3)Investigating the Genes Involved in Pulmonary Arterial Hypertension in Chd Continuation of Prior Year Grant Work$25,000
University of California San FranciscoSan Francisco, CA501(c)(3)Understanding Peripartum Arrhythmia in Women With Congenital Heart Disease.$20,000
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
Yes
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Lease Liability$23,367
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 1A

“The executive committee is comprised of the chair, vice chair, treasurer, secretary, the immediate past chair and the president & ceo. They have and may exercise the powers and authority of the board, except that no committee, including but not limited to the executive committee, shall have any power or authority as to the following: 1) the filling of vacancies on the board, 2) the adoption, amendment or repeal of the bylaws, 3) the amendment or repeal of any resolution of the board, or 4) action on matters committed by the bylaws or by resolution of the board to another committee of the board.”

Form 990, Part VI, Section B, Line 11B

“The form 990 is prepared by an independent accounting firm. Then the audit committee reviews, in detail, the draft form 990 with the internal accountant. Afterward, a draft copy of the form 990 is made available to the board before final filing.”

Form 990, Part VI, Section B, Line 12C

“Annually every board member receives a copy of the conflict of interest policy and is asked to sign off on the policy at that time. Potential conflicts are reported to the president or the board. If there is a conflict or potential conflict, the board member will recuse themselves from deliberation and any vote over the matter. Disclosures of potential conflicts, if any, are reviewed and continue to be monitored throughout the year to enable the organization to be able to address any conflicts that may arise in a timely manner.”

Form 990, Part VI, Section B, Line 15

“All officer and key employee pay is based on the following criteria: 1) performance of the individual, 2) market analysis (pay comparables for position and location), 3) cost of living. This review process and the final determinations are timely documented in the board minutes with the approval of the annual budget. Form 990, part vi, section b, line 15a: the pay recommendation for the president and ceo is proposed by the chair and is then reviewed and approved (or modified) by the chair, vice chair and governance chair, and then finally the board. Form 990, part vi, section b, line 15b: pay recommendation for other officers and key employees are proposed by the president and ceo and the chair. They are then reviewed and approved (or modified) by the board during the budget approval process for personnel expenses. The process described for president and ceo and other officers and key employees was last completed in 2024.”

Form 990, Part VI, Section C, Line 19

“Copies of the governing documents, conflict of interest policy and financial statements are distributed to the board of directors, and are made available to others upon request.”

Filing and Contact Details

Filer

Filer Name
Adult Congenital Heart Association
EIN
04-3447959
Phone
2158491260
Address
280 NORTH PROVIDENCE ROAD SUITE 6, MEDIA, PA 19063

Signing Officer

Name
Mark Roeder
Title
President and CEO
Phone
2158491260
Signed
2025-06-21
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Mark Roeder
Formed
1998
Legal Domicile
Pa
Voting Board Members
18
Independent Board Members
18
Employees
16
Volunteers
500

Preparer

Firm
Cliftonlarsonallen Llp
Address
150 S WARNER ROAD SUITE 310, KING OF PRUSSIA, PA 19406
Preparer
Mallory Good
Phone
2156433900
Supplemental Narrative

Financial Statement Notes

PART X, LINE 2:

“Acha is recognized as an organization exempt from federal income tax under section 501(c)(3) of the internal revenue code of 1986. The organization qualifies for charitable contribution deductions and is classified as an organization that is not a private foundation. Income that is not related to exempt purposes, less applicable deductions, would be subject to federal and state corporate income taxes. Acha had no net unrelated business income for the years ended december 31, 2024 and 2023. Management evaluated acha's tax positions and concluded that acha had taken no uncertain tax positions that require adjustment to the financial statements. Consequently, no accrual for interest and penalties was deemed necessary for the years ended december 31, 2024 and 2023.”

Raw XML AppendixShowing 400 of 701 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
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IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0TO EMPOWER THE CHD COMMUNITY BY ADVANCING ACCESS TO RESOURCES AND SPECIALIZED CARE.
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IRS990/Desc0ACCREDITATION, SUPPORT, EDUCATION AND AWARENESS ACTIVITIES:-MEDICAL CENTER ACCREDITATION PROGRAM: THE ACCREDITATION PROGRAM STARTED IN 2014. AS OF DECEMBER 2024, THERE ARE A TOTAL OF 56 ACCREDITED SITES IN THE US. THERE ARE SEVERAL ADDITIONAL SITES CURRENTLY IN VARIOUS STAGES OF THE ACCREDITATION PROCESS.-PEER SUPPORT PROGRAM: ADULT CONGENITAL HEART ASSOCIATION (ACHA) MANAGES VOLUNTEERS TO PROVIDE ONE-ON-ONE SUPPORT TO ACHD PATIENTS SEEKING SUCH HELP.(CONTINUED ON SCHEDULE O).- EDUCATIONAL MATERIALS AND WEBINARS: THROUGH ITS WEBSITE, WEBINARS, AND SOCIAL MEDIA CHANNELS, ACHA PROVIDES 24-HOUR ACCESS TO RELEVANT, UP-TO-DATE INFORMATION AND RESOURCES. FROM THE WEBINARS, PATIENTS LEARN MORE ABOUT SPECIFIC CHD CONDITIONS AND DEFECTS, AND THE ISSUES THAT AFFECT THEIR LIVES. LEADING EXPERTS AND ADVOCATES COVER A RANGE OF INTERESTING, DIVERSE, AND TIMELY TOPICS IN PATIENT-FRIENDLY LANGUAGE.- ACHA REGIONAL CONFERENCES: THREE REGIONAL CONFERENCES WERE HELD IN-PERSON DURING 2024. EACH CONFERENCE BEGAN WITH A DYNAMIC PARTNERSHIP AMONG PATIENTS, PROFESSIONALS, AND INSTITUTIONS. EACH EVENT WAS TAILORED TO REGIONAL NEEDS AND INCLUDED: TWO EDUCATIONAL PRESENTATIONS (TOPICS WERE QUESTIONS TO ASK YOUR CARDIOLOGIST AND A PATIENT-LED PANEL ON LIVING WELL WITH CHD), GROUP ROUNDTABLES WITH DEFECT-SPECIFIC INFORMATION, AND DISTRIBUTION OF EDUCATION MATERIALS AND RESOURCES. ACHD CARE GUIDELINES ARE REVIEWED AT EVERY SESSION TO ENCOURAGE LIFELONG CARE. - ACHD CLINIC DIRECTORY: ACHA EXPANDED ITS ONLINE LISTING WITH CLOSE TO 400 ACHD CLINICS (INCLUDING SATELLITE CLINICS) IN THE UNITED STATES AND CANADA; THE DIRECTORY CONTINUES TO BE THE ONLY RESOURCE OF ITS KIND AVAILABLE IN THE UNITED STATES.- ACHD PATIENT DIRECTORY: THE ACHA ACHD PATIENT RESOURCE DIRECTORY PROVIDES INFORMATION, RESOURCES, AND TOOLS FOR ACHD PATIENTS WHO MIGHT EXPERIENCE BARRIERS WHEN ACCESSING RECOMMENDED SPECIALIZED CARE. THESE SEARCHABLE RESOURCES ARE PROVIDED TO HELP PATIENTS TAKE AN ACTIVE ROLE IN THEIR CARDIAC CARE. PATIENTS CAN SEARCH FOR TOPICS IN AREAS SUCH AS ACHD/CHD ORGANIZATIONS, OTHER HEALTH ADVOCACY ORGANIZATIONS, ACCESS TO CARE, AND OTHER HEALTH RESOURCES.
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IRS990/Form990PartVIISectionAGrp/TitleTxt18BOARD MEMBER UNTIL 12/9/24
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IRS990/Form990PartVIISectionAGrp/TitleTxt21PRESIDENT AND CEO
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IRS990/Form990PartVIISectionAGrp/TitleTxt23SR. DIRECTOR OF MEDICAL AFFAIRS
IRS990/Form990PartVIISectionAGrp/TitleTxt24DIRECTOR OF WALK FOR 1 IN 100
IRS990/Form990PartVIISectionAGrp/TitleTxt25DIR. OF PATIENT RESOURCES & ADVOCACY
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IRS990/ProgSrvcAccomActy2Grp/Desc0ADVOCACY, OUTREACH AND RESEARCH ACTIVITIES:ADVOCACY- THE CONGENITAL HEART FUTURES REAUTHORIZATION ACT OF 2024 WAS SIGNED INTO LAW IN NOVEMBER 2024 AND REAUTHORIZED FUNDING OF UP TO $10 MILLION ANNUALLY THROUGH FY 2029. ACHA SUPPORTED CAPITOL HILL VISITS AND IN-DISTRICT VISITS IN 2024 AND EDUCATED OUR COMMUNITY ABOUT THE LEGISLATION AND POLICIES THAT IMPROVE HEALTH AND PSYCHOSOCIAL OUTCOMES FOR CHD PATIENTS. THIS INCLUDES ADDRESSING THE ACHD WORKFORCE SHORTAGE BY IDENTIFYING BARRIERS TO TRAINING NEW FELLOWS TO FOLLOW AN ACHD CAREER PATH. (CONTINUED ON SCHEDULE O).OUTREACH - REGIONAL DEVELOPMENT LEADERS - COVERED TWO REGIONS DURING 2024 TO INCREASE CHD AWARENESS AND DEVELOP CHAMPIONS ACROSS REGIONS.RESEARCH - IN 2024, ACHA FUNDED 3 RESEARCH GRANTS, BRINGING THE TOTAL NUMBER OF GRANTS ISSUED TO 20 AND OVER $600,000 SINCE 2019.

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