Civic Intelligence

American Association of Heart

EIN 20-0685642 • 501(c)6 • Mount Laurel, NJ

Profile

The american association of heart failure nurses unites professionals, patients and caregivers in the support and advancement of heart failure practice, education and research, thus promoting optimal patient outcomes.

1120 Route 73 Suite 200Mount Laurel, NJ 08054

www.aahfn.org

Siviq Scores

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

Liabilities / Assets

38th percentile

0.10x

Higher debt load relative to assets than 38% of similar nonprofits.

NTEE S41 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

43rd percentile

0.11x

Higher debt load relative to revenue than 43% of similar nonprofits.

NTEE S41 • $1M-$5M nonprofits • Source year 2024

Net Margin

42nd percentile

3.2%

Higher net margin than 42% of similar nonprofits.

NTEE S41 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

25th percentile

$0

Higher top officer pay than 25% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

NTEE S41 • $1M-$5M nonprofits • Source year 2024

Asset Growth

19th percentile

-4.5%

Faster asset growth than 19% of similar nonprofits.

NTEE S41 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

33rd percentile

1.5%

Faster revenue growth than 33% of similar nonprofits.

NTEE S41 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Assets

Down

$1,764,633

Down $83,862 (-4.5%) from 2023

Liabilities

Down

$179,416

Down $158,989 (-47%) from 2023

Net Assets

Up

$1,585,217

Up $75,127 (+5.0%) from 2023

Revenue

Up

$1,569,084

Up $23,382 (+1.5%) from 2023

Expenses

Up

$1,518,811

Up $43,398 (+2.9%) from 2023

Net Income

Down

$50,273

Down $20,016 (-28%) from 2023

Trend Graphs

Balance Sheet Trend

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

$2.0M$1.5M$1.0M$500K$0Assets 2011: $311,863Liabilities 2011: $136,673Net Assets 2011: $175,1902011Assets 2012: $449,898Liabilities 2012: $272,105Net Assets 2012: $177,7932012Assets 2013: $487,935Liabilities 2013: $259,055Net Assets 2013: $228,8802013Assets 2014: $500,378Liabilities 2014: $208,232Net Assets 2014: $292,1462014Assets 2015: $365,375Liabilities 2015: $206,900Net Assets 2015: $158,4752015Assets 2016: $401,971Liabilities 2016: $97,635Net Assets 2016: $304,3362016Assets 2017: $528,081Liabilities 2017: $147,352Net Assets 2017: $380,7292017Assets 2018: $790,813Liabilities 2018: $301,695Net Assets 2018: $489,1182018Assets 2019: $892,214Liabilities 2019: $201,036Net Assets 2019: $691,1782019Assets 2020: $1,222,270Liabilities 2020: $221,928Net Assets 2020: $1,000,3422020Assets 2021: $1,510,880Liabilities 2021: $242,530Net Assets 2021: $1,268,3502021Assets 2022: $1,503,390Liabilities 2022: $105,501Net Assets 2022: $1,397,8892022Assets 2023: $1,848,495Liabilities 2023: $338,405Net Assets 2023: $1,510,0902023Assets 2024: $1,764,633Liabilities 2024: $179,416Net Assets 2024: $1,585,2172024

Highlighted filing

2024

Assets$1,764,633
Liabilities$179,416
Net Assets$1,585,217

Operations Trend

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

$2.0M$1.5M$1.0M$500K$0-$500KExpenses 2011: $1,016,7242011Expenses 2012: $1,183,6532012Revenue 2013: $1,326,961Expenses 2013: $1,275,870Net Income 2013: $51,0912013Revenue 2014: $1,433,348Expenses 2014: $1,370,082Net Income 2014: $63,2662014Revenue 2015: $1,289,689Expenses 2015: $1,423,360Net Income 2015: -$133,6712015Revenue 2016: $1,525,924Expenses 2016: $1,380,063Net Income 2016: $145,8612016Revenue 2017: $1,345,044Expenses 2017: $1,268,651Net Income 2017: $76,3932017Revenue 2018: $1,539,365Expenses 2018: $1,430,976Net Income 2018: $108,3892018Revenue 2019: $1,515,223Expenses 2019: $1,313,163Net Income 2019: $202,0602019Revenue 2020: $1,368,405Expenses 2020: $1,059,241Net Income 2020: $309,1642020Revenue 2021: $1,394,293Expenses 2021: $1,131,105Net Income 2021: $263,1882021Revenue 2022: $1,552,493Expenses 2022: $1,353,502Net Income 2022: $198,9912022Revenue 2023: $1,545,702Expenses 2023: $1,475,413Net Income 2023: $70,2892023Revenue 2024: $1,569,084Expenses 2024: $1,518,811Net Income 2024: $50,2732024

Highlighted filing

2024

Revenue$1,569,084
Expenses$1,518,811
Net Income$50,273

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.76$0.18$1.59$1.57$1.52$0.05
2023Summary only. Only limited summary data is available for this year.$1.85$0.34$1.51$1.55$1.48$0.07
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.50$0.11$1.40$1.55$1.35$0.20
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.51$0.24$1.27$1.39$1.13$0.26
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.22$0.22$1.00$1.37$1.06$0.31
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.89$0.20$0.69$1.52$1.31$0.20
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.79$0.30$0.49$1.54$1.43$0.11
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.53$0.15$0.38$1.35$1.27$0.08
2016Summary only. Only limited summary data is available for this year.$0.40$0.10$0.30$1.53$1.38$0.15
2015Summary only. Only limited summary data is available for this year.$0.37$0.21$0.16$1.29$1.42$0.13
2014Detailed filing. Detailed filing data is available for this year.$0.50$0.21$0.29$1.43$1.37$0.06
2013Detailed filing. Detailed filing data is available for this year.$0.49$0.26$0.23$1.33$1.28$0.05
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.45$0.27$0.18$1.18
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.31$0.14$0.18$1.02
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 17, 2025
Return Version
2024v5.2
Gross Receipts
$1,569,084
Mission and Program Overview

Mission

Leading nurses in heart failure care.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$662,561$694,999▲ $32,438
Investments in Publicly Traded Securities$431,724$566,186▲ $134,462
Cash and Non-Interest-Bearing Accounts$687,887$309,165▼ $378,722
Prepaid Expenses and Deferred Charges$59,332$106,113▲ $46,781
Accounts Receivable$6,991$88,170▲ $81,179
Other Notes and Loans Receivable, Net$0$0→ $0
Pledges and Grants Receivable$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Other Securities$0$0→ $0
Investments Program Related$0$0→ $0
Land, Buildings, and Equipment, Net$0$0→ $0
Intangible Assets$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Total Assets$1,848,495$1,764,633▼ $83,862
Other Assets Total$0$0→ $0
Liabilities
Deferred Revenue$292,925$153,830▼ $139,095
Accounts Payable and Accrued Expenses$45,480$25,586▼ $19,894
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Other Liabilities$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$338,405$179,416▼ $158,989
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,510,090$1,585,217▲ $75,127
Net Assets With Donor Restrictions$0$0→ $0
Total Net Assets Fund Balance$1,510,090$1,585,217▲ $75,127
Total Liabilities and Net Assets / Fund Balance$1,848,495$1,764,633▼ $83,862
Compensation and Service Providers

Board Members and Trustees

NameTitle
Lisa RathmanChair of Development
Tara WhitmireImd. Past President
S Craig ThomasPresident
Robin MillerPresident-Elect
Amy CorcoranDirector
Janet RomanDirector
Jennifer FoxDirector
Stephanie BarnesDirector
Chris M BellSecretary
Linda J OrdwayTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Association Headquarters INCManagement1120 ROUTE 73 SUITE 200, Mount Laurel, NJ 08054$904,812
Rosen Shingle CreekHospitality9939 UNIVERSAL BOULEVARD, Orlando, FL 32819$173,836
Ims Technology Services INCAudiovisual3055 MCCANN FARM DRIVE, Garnet Valley, PA 19060$120,259
Revenue and Support

Revenue Composition

Contributions and Grants
$325,719
Program Service Revenue
$1,198,604
Investment Income
$44,761
Other Revenue
$0
All Other Contributions
$45,000
Change in Net Assets
$50,273

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,566,369
Revenue Not Reported on Financial Statements
$2,715
Revenue Not Reported on Form 990
$24,854
Total Revenue per Audited Statements
$1,591,223
Total Revenue per Form 990
$1,569,084
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,513,811
Grants and Similar Amounts Paid$5,000
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Management---$870,861
Conferences and Meetings---$379,490
Office Expenses---$75,574
Fees for Services Other---$40,554
Travel---$25,170
Insurance---$14,018
Fees for Services Accounting---$11,400
Advertising---$8,867
Information Technology---$7,188
Other Expenses---$6,470
All Other Expenses---$5,251
Grants to Domestic Individuals---$5,000
Fees for Service Investment Mgmnt Fees---$2,715
Fees for Services Legal---$185
Total Functional Expenses$0$0$0$1,518,811

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$1,518,811
Expenses per Audited Statements$1,516,096
Total Expenses per Audited Statements$1,516,096
Expenses Not Reported on Financial Statements$2,715
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$0
Fundraising Gross Income$0
Gaming Direct Expenses$0
Gaming Gross Income$0
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
In-house lobbying only
Yes
Subject to proxy tax
Yes
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
Yes

Governance Explanations

FORM 990, PART VI, SECTION A, LINE 3:

Aahfn receives various management services including those related to general administration, certification, meetings and financial services from association headquarters, inc.

FORM 990, PART VI, SECTION A, LINE 6:

Members of the organization aahfn has one class of voting members who have the same voting rights.

FORM 990, PART VI, SECTION A, LINE 7A:

Election of governing body elections shall be held once annually for directors and officers whose terms are expiring. Each voting member shall be entitled to vote.

FORM 990, PART VI, SECTION B, LINE 11B:

Governing body review of form 990 a copy of form 990 is available to each voting member of the governing body to review.

FORM 990, PART VI, SECTION B, LINE 12C:

Monitoring and enforcement of conflict-of-interest policy each officer, director, member of a committee, and/or volunteer shall, at a minimum, annually sign a statement which affirms such person: a. Has received a copy of the conflict of interest policy, b. Has read and understands the policy, c. Has agreed to comply with the policy, and d. Understands aahfn is charitable and in order to maintain its federal tax exemption it must engage primarily in activities which accomplish one or more of its tax-exempt purposes. Any actual or possible conflicts of interest are monitored by the governing board. If a conflict exists aahfn will perform the following procedures: a. An interested person may make a presentation at the governing board or committee meeting, but after the presentation, he/she may be required to leave the meeting during the discussion of, and the vote on, the transaction or arrangement involving the possible conflict of interest. B. The chairperson of the governing board or committee shall, if appropriate, appoint a disinterested person or committee to investigate alternatives to the proposed transaction or arrangement. C. After exercising due diligence, the governing board or committee shall determine whether the aahfn can obtain with reasonable efforts a more advantageous transaction or arrangement from a person or entity that would not give rise to a conflict of interest. D. If a more advantageous transaction or arrangement is not reasonably possible under circumstances not producing a conflict of interest, the governing board or committee shall determine by a majority vote of the disinterested directors whether the transaction or arrangement is in the aahfn's best interest, for its own benefit, and whether it is fair and reasonable.

FORM 990, PART VI, SECTION C, LINE 19:

Public availability of other documents copies of aahfn's governing documents, financial statements and form 990 are provided upon request.

Filing and Contact Details

Filer

Filer Name
American Association of Heart
EIN
20-0685642
In Care Of
% ASSOCIATION HEADQUARTERS IN
Phone
8884522436
Address
1120 Route 73 Suite 200, Mount Laurel, NJ 08054

Signing Officer

Name
Linda J Ordway
Title
Treasurer
Phone
8884522436
Signed
2025-11-17
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Linda J Ordway
Formed
2004
Legal Domicile
CA
Voting Board Members
10
Independent Board Members
10
Employees
0
Volunteers
101

Preparer

Firm
Withumsmithbrown Pc
Address
1835 MARKET STREET SUITE 1710, PHILADELPHIA, PA 19103-2945
Preparer
Richard L Ruvelson
Phone
2155462140
Supplemental Narrative

Additional Explanations

FORM 990, PART III, LINE 4D, OTHER PROGRAM SERVICES:

The official newsletter of aahfn, the connection, is a quarterly newsletter that includes information on the latest topics related to heart failure nursing along with aahfn committee updates. Members are sent a printed copy and are also able to download a digital copy of the newsletter.

Financial Statement Notes

Part X, Line 2

GAAP requires entities to evaluate, measure, recognize and disclose any uncertain income tax positions taken on their tax returns. GAAP prescribes a minimum threshold that a tax position is required to meet in order to be recognized in the financial statements. AAHFN believes that it had no uncertain tax positions as defined in GAAP. Interest and penalties, if applicable, are recorded as income tax expense on the statement of activities and changes in net assts. During the years ended December 31, 2024 and 2023, there were no interest and penalties recorded.

Raw XML AppendixShowing 400 of 486 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.

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IRS990/ActivityOrMissionDesc0LEADING NURSES IN HEART FAILURE CARE.
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IRS990/Form990PartVIISectionAGrp/PersonNm1Robin Miller
IRS990/Form990PartVIISectionAGrp/PersonNm2Linda J Ordway
IRS990/Form990PartVIISectionAGrp/PersonNm3Chris M Bell
IRS990/Form990PartVIISectionAGrp/PersonNm4Amy Corcoran
IRS990/Form990PartVIISectionAGrp/PersonNm5Stephanie Barnes
IRS990/Form990PartVIISectionAGrp/PersonNm6Janet Roman
IRS990/Form990PartVIISectionAGrp/PersonNm7Jennifer Fox
IRS990/Form990PartVIISectionAGrp/PersonNm8Tara Whitmire
IRS990/Form990PartVIISectionAGrp/PersonNm9Lisa Rathman
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IRS990/Form990PartVIISectionAGrp/TitleTxt8IMD. PAST PRESIDENT
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IRS990/MissionDesc0THE AMERICAN ASSOCIATION OF HEART FAILURE NURSES UNITES PROFESSIONALS, PATIENTS AND CAREGIVERS IN THE SUPPORT AND ADVANCEMENT OF HEART FAILURE PRACTICE, EDUCATION AND RESEARCH, THUS PROMOTING OPTIMAL PATIENT OUTCOMES.
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IRS990/ProgSrvcAccomActy2Grp/Desc0AAHFN EDUCATION COVERS OUR ONLINE EDUCATION CENTER, WHICH IS A REPOSITORY OF CONTINUING EDUCATIONAL ACTIVITIES, COVERING A WIDE ARRAY OF HEART FAILURE RELATED ACTIVITIES AS WELL AS EDUCATIONAL PUBLICATIONS INCLUDING THE HEART FAILURE NURSING CORE CURRICULUM.
IRS990/ProgSrvcAccomActy3Grp/Desc0AAHFN IS RESPONSIBLE FOR OVERSEEING THE CERTIFIED HEART FAILURE NURSE (CHFN) PROGRAM WHICH CERTIFIES QUALIFIED NURSES.
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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0GAAP requires entities to evaluate, measure, recognize and disclose any uncertain income tax positions taken on their tax returns. GAAP prescribes a minimum threshold that a tax position is required to meet in order to be recognized in the financial statements. AAHFN believes that it had no uncertain tax positions as defined in GAAP. Interest and penalties, if applicable, are recorded as income tax expense on the statement of activities and changes in net assts. During the years ended December 31, 2024 and 2023, there were no interest and penalties recorded.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE OFFICIAL NEWSLETTER OF AAHFN, THE CONNECTION, IS A QUARTERLY NEWSLETTER THAT INCLUDES INFORMATION ON THE LATEST TOPICS RELATED TO HEART FAILURE NURSING ALONG WITH AAHFN COMMITTEE UPDATES. MEMBERS ARE SENT A PRINTED COPY AND ARE ALSO ABLE TO DOWNLOAD A DIGITAL COPY OF THE NEWSLETTER.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1AAHFN RECEIVES VARIOUS MANAGEMENT SERVICES INCLUDING THOSE RELATED TO GENERAL ADMINISTRATION, CERTIFICATION, MEETINGS AND FINANCIAL SERVICES FROM ASSOCIATION HEADQUARTERS, INC.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2MEMBERS OF THE ORGANIZATION AAHFN HAS ONE CLASS OF VOTING MEMBERS WHO HAVE THE SAME VOTING RIGHTS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ELECTION OF GOVERNING BODY ELECTIONS SHALL BE HELD ONCE ANNUALLY FOR DIRECTORS AND OFFICERS WHOSE TERMS ARE EXPIRING. EACH VOTING MEMBER SHALL BE ENTITLED TO VOTE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4GOVERNING BODY REVIEW OF FORM 990 A COPY OF FORM 990 IS AVAILABLE TO EACH VOTING MEMBER OF THE GOVERNING BODY TO REVIEW.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5MONITORING AND ENFORCEMENT OF CONFLICT-OF-INTEREST POLICY EACH OFFICER, DIRECTOR, MEMBER OF A COMMITTEE, AND/OR VOLUNTEER SHALL, AT A MINIMUM, ANNUALLY SIGN A STATEMENT WHICH AFFIRMS SUCH PERSON: A. HAS RECEIVED A COPY OF THE CONFLICT OF INTEREST POLICY, B. HAS READ AND UNDERSTANDS THE POLICY, C. HAS AGREED TO COMPLY WITH THE POLICY, AND D. UNDERSTANDS AAHFN IS CHARITABLE AND IN ORDER TO MAINTAIN ITS FEDERAL TAX EXEMPTION IT MUST ENGAGE PRIMARILY IN ACTIVITIES WHICH ACCOMPLISH ONE OR MORE OF ITS TAX-EXEMPT PURPOSES. ANY ACTUAL OR POSSIBLE CONFLICTS OF INTEREST ARE MONITORED BY THE GOVERNING BOARD. IF A CONFLICT EXISTS AAHFN WILL PERFORM THE FOLLOWING PROCEDURES: A. AN INTERESTED PERSON MAY MAKE A PRESENTATION AT THE GOVERNING BOARD OR COMMITTEE MEETING, BUT AFTER THE PRESENTATION, HE/SHE MAY BE REQUIRED TO LEAVE THE MEETING DURING THE DISCUSSION OF, AND THE VOTE ON, THE TRANSACTION OR ARRANGEMENT INVOLVING THE POSSIBLE CONFLICT OF INTEREST. B. THE CHAIRPERSON OF THE GOVERNING BOARD OR COMMITTEE SHALL, IF APPROPRIATE, APPOINT A DISINTERESTED PERSON OR COMMITTEE TO INVESTIGATE ALTERNATIVES TO THE PROPOSED TRANSACTION OR ARRANGEMENT. C. AFTER EXERCISING DUE DILIGENCE, THE GOVERNING BOARD OR COMMITTEE SHALL DETERMINE WHETHER THE AAHFN CAN OBTAIN WITH REASONABLE EFFORTS A MORE ADVANTAGEOUS TRANSACTION OR ARRANGEMENT FROM A PERSON OR ENTITY THAT WOULD NOT GIVE RISE TO A CONFLICT OF INTEREST. D. IF A MORE ADVANTAGEOUS TRANSACTION OR ARRANGEMENT IS NOT REASONABLY POSSIBLE UNDER CIRCUMSTANCES NOT PRODUCING A CONFLICT OF INTEREST, THE GOVERNING BOARD OR COMMITTEE SHALL DETERMINE BY A MAJORITY VOTE OF THE DISINTERESTED DIRECTORS WHETHER THE TRANSACTION OR ARRANGEMENT IS IN THE AAHFN'S BEST INTEREST, FOR ITS OWN BENEFIT, AND WHETHER IT IS FAIR AND REASONABLE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6PUBLIC AVAILABILITY OF OTHER DOCUMENTS COPIES OF AAHFN'S GOVERNING DOCUMENTS, FINANCIAL STATEMENTS AND FORM 990 ARE PROVIDED UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART III, LINE 4D, OTHER PROGRAM SERVICES:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 3:

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