American Heart Association Inc

“Management distributed a draft of the form 990 to the audit committee appointed by the aha'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.”

“THE AHA HAS ESTABLISHED A CONFLICT OF INTEREST POLICY THAT HAS BEEN REVIEWED AND APPROVED BY THE BOARD OF DIRECTORS. THE POLICY IS BINDING ON ALL VOLUNTEERS AND STAFF OF AHA. AHA OFFICERS, BOARD OF DIRECTORS, COMMITTEE AND SUBCOMITTEE MEMBERS, TASK FORCE MEMBERS, WRITING GROUP MEMBERS, AHA SPOKESPERSONS, JOURNAL EDITORS, AND DESIGNATED STAFF MUST COMPLETE A RELATIONSHIP DISCLOSURE QUESTIONNAIRE, WHICH INCLUDES AN ACKNOWLEDGEMENT OF THE CONFLICT OF INTEREST AND ETHICS POLICIES, ON AN ANNUAL BASIS AND UPDATE that WHENEVER MATERIAL CHANGES OCCUR IN THEIR EMPLOYMENT, OTHER RELATIONSHIPS IDENTIFIED AS RELEVANT, OR THEIR AHA ROLE. AHA HAS IDENTIFIED THE FOLLOWING AREAS IN ITS POLICY TO BE POTENTIAL CONFLICTS OFINTEREST: 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. ADDITIONALLY, OTHER MEASURES MAY BE REQUIRED BY AHA, DEPENDING ON THE NATURE OF, AND THE ABILITY TO, REASONABLY MANAGE A CONFLICT.”

“Aha's board of directors authorizes a compensation, benefits, and human resources committee to oversee compensation-related matters within the organization. Based upon the advice of an independent compensation consultant, the committee is responsible for making determinations about compensation for the ceo and disqualified persons, including employed officers and key employees. The committee is comprised of five board members. The committee's outside independent consultant provides information with respect to the appropriateness of the ceo and disqualified persons' compensation as compared to external benchmarking, as well as the methodology in developing current compensation. 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 executive compensation are documented in the meeting minutes. For purposes of the 2021-22 fiscal year, the compensation review of the ceo and disqualified persons by the committee was discussed in august and october of 2021, and april of 2022. Key factors that are considered by the compensation, benefits, and human resources 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.”

“Compensation process for officers refer to part vi, line 15a explanation”

“The 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.”

“ALL OTHER PROGRAM SERVICE REVENUE - Total Revenue: 8562631, Related or Exempt Function Revenue: 8562631, Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: ;”

“OTHER REVENUE - Total Revenue: 1493205, Related or Exempt Function Revenue: , Unrelated Business Revenue: 77863, Revenue Excluded from Tax Under Sections 512, 513, or 514: 1415342;”

“(Expenses $ 60,210,470 including grants of $ 5,700,815)(Revenue $ 38,998,007) COMMUNITY SERVICES: - THE ASSOCIATION CONTINUED INVESTING IN ITS SOCIAL IMPACT FUND AND BERNARD J. TYSON IMPACT FUND TO SUPPORT COMMUNITY-LED SOLUTIONS TO HEALTH INEQUITY. GRANTS AID LOCAL ORGANIZATIONS WORKING TO INCREASE ACCESS TO NUTRITION, HOUSING, MENTAL AND PHYSICAL HEALTH CARE, EDUCATION AND ECONOMIC OPPORTUNITY. NOTABLY, FOUR ORGANIZATIONS IN GREATER WASHINGTON RECEIVED $800,000 FROM THE BERNARD J. TYSON IMPACT FUND, THANKS TO CONTRIBUTIONS FROM JOHN R. HOUSTON III (POSTHUMOUS), THE EXECUTIVE LEADERSHIP COUNCIL, LINDA GOODEN & LAIRD LOTT AND JPMORGAN CHASE. - A THREE-YEAR, MULTIMILLION-DOLLAR PUBLIC HEALTH AMERICORPS GRANT TO THE ASSOCIATION WILL AID EFFORTS TO IMPROVE CARDIOVASCULAR HEALTH IN RURAL COMMUNITIES THROUGH A WORKFORCE DEVELOPMENT INITIATIVE CONNECTING RURAL CLINICS AND HEALTH SYSTEMS, PUBLIC HEALTH PROFESSIONALS AND COMMUNITY-BASED ORGANIZATIONS WITH THE ASSOCIATION'S LEADERSHIP AND RESOURCES. - HISPANIC/LATINO PEOPLE MAKE UP 19% OF THE U.S. POPULATION BUT COMPRISE LESS THAN 7% OF THE HEALTH CARE PROVIDER WORKFORCE, AND HALF AGES 20 AND OLDER HAVE SOME FORM OF CARDIOVASCULAR DISEASE. THOSE REALITIES GAVE RISE TO THE NATIONAL HISPANIC LATINO CARDIOVASCULAR COLLABORATIVE - FOUNDED BY THE ASSOCIATION TO PROMOTE THE TREATMENT AND PREVENTION OF CARDIOVASCULAR DISEASES AND STROKE IN THE HISPANIC/LATINO COMMUNITY BY REDUCING AND ELIMINATING HEALTH DISPARITIES THAT PREVENT PEOPLE FROM LIVING A FULL, OPTIMAL LIFE. - NUMEROUS COMMUNITIES AND HEALTH ORGANIZATIONS BEGAN SELF-MONITORING BLOOD PRESSURE PROGRAMS BASED ON THE ASSOCIATION'S CHECK. CHANGE. CONTROL. CURRICULUM. AMONG THEM WAS THE QAWALANGIN TRIBE OF UNALASKA, RESPONDING TO A 10% RISE IN HYPERTENSION DIAGNOSES AMONG MEMBERS SINCE 1991. THEY CAN NOW MEASURE THEIR OWN BLOOD PRESSURE AT STATIONS SET UP IN THE LOCAL LIBRARY, RECREATION CENTERS, TRIBAL HEADQUARTERS AND OTHER LOCATIONS. PUBLIC ADVOCACY - THE FEDERAL HEALTH SPENDING BUDGET GOT A MAJOR FUNDING BOOST WITH LEGISLATION THAT INCLUDES $2.75 BILLION TO THE NATIONAL INSTITUTES OF HEALTH TO ESTABLISH THE ADVANCED RESEARCH PROJECTS AGENCY FOR HEALTH, $1 MILLION IN NEW SUPPORT FOR CONGENITAL HEART DEFECT PROGRAMS, AND MILLIONS MORE FOR CARDIOVASCULAR EDUCATION, SCREENING AND EVALUATION PROGRAMS. - CONGRESS PASSED THE BIPARTISAN NO SURPRISES ACT TO PROTECT PATIENTS FROM SURPRISE MEDICAL BILLS AND PAYMENT DISPUTES BETWEEN HEALTH CARE PROVIDERS AND INSURANCE COMPANIES. THE U.S. DEPARTMENTS OF LABOR, HEALTH AND HUMAN SERVICES AND THE TREASURY RELEASED FINAL RULES FOR IMPLEMENTATION ON AUGUST 19, 2022 SOLIDIFYING THE LAW'S SAFEGUARDS. - ACCESS TO QUALITY HEALTH CARE WAS EXTENDED TO NEW FAMILIES VIA POSTPARTUM MEDICAID EXTENSION IN 38 STATES AND COMMUNITIES. - IN SUMMER 2022, MANY CHILDREN CONTINUED TO RECEIVE FREE ACCESS TO HEALTHY MEALS THANKS TO THE KEEP KIDS FED ACT, A TEMPORARY AND PARTIAL EXTENSION OF PANDEMIC-ERA SCHOOL MEAL WAIVERS. CALIFORNIA, MAINE, VERMONT AND WASHINGTON ALSO ADOPTED STATE-WIDE PROGRAMS TO PROVIDE HEALTHY SCHOOL MEALS FOR ALL STUDENTS. - FROM CALIFORNIA TO MAINE AND POINTS BETWEEN, THE AMERICAN HEART ASSOCIATION ACHIEVED LEGISLATIVE MILESTONES IN STAMPING OUT BIG TOBACCO. FOLLOWING A $5 MILLION CUT TO ITS TOBACCO PREVENTION AND CONTROL PROGRAM LAST SESSION, MAINE PASSED A $7.5 MILLION ALLOCATION THAT ALIGNS 100% WITH U.S. CENTERS FOR DISEASE CONTROL AND PREVENTION BEST PRACTICES. - IN THE FINAL WEEKS OF THE LEGISLATIVE SESSION, THE TOBACCO INDUSTRY PUSHED TO LIMIT LOCAL REGULATIONS OF TOBACCO FLAVORS AND PRODUCTS. BUT THE QUICK ACTION AND COLLABORATION OF ASSOCIATION STAFF PREVENTED PASSAGE OF THE TOBACCO PREEMPTION BILL FOR A FIFTH YEAR. THE ASSOCIATION WORKED WITH PARTNERS TO PROPOSE POLICY, MEET WITH COUNCIL MEMBERS, OFFER TECHNICAL ASSISTANCE AND PROVIDE TESTIMONY. DESPITE MORE PREEMPTION LAWS AND ATTEMPTS TO EXEMPT SOME TOBACCO PRODUCTS, OUR TEAMS PREVAILED. - THE ASSOCIATION AND COALITION PARTNERS MET VIRT”

“Change value in Split int agmts - -11868831; Net Unrealized loss ben int perp trust - -25474250; Post retirement FAS 158 adj - 625259;”

“The aha'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 aha's investments. The investment managers are guided by the aha's investment policy overseen by the investment committee of the board of directors.”

“The aha filed form 5713 with its federal form 990-t to report sales of educational and training materials in the united arab emirates (uae). Although uae is considered a boycotting country, the aha does not participate in any boycotting activities.”