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American Heart Association, Inc.

 4600 Campus Drive
 Irvine, CA 92617
[P] (949) 856-3555
[F] (949) 856-3364
http://www.heart.org/orangecounty
http://www.heart.org
[email protected]
Len Gutman
FOUNDED: 1924
INCORPORATED: 1949
 Printable 1 Page Summary
 Printable Profile
Organization DBA American Heart Assocation, Orange County Division
Former Names --
Organization received a competitive grant from the community foundation in the past five years No
Employer Identification Number 13-5613797 00001

Summary


Mission StatementMORE »

To improve the lives of all Americans, we provide public health education in a variety of ways.

We’re the nation’s leader in CPR education training. We help people understand the importance of healthy lifestyle choices. We provide science-based treatment guidelines to healthcare professionals to help ensure the best treatment for every patient, every time. We educate lawmakers, policy makers and the public as we advocate for changes to protect and improve the health of our communities.

Our volunteer experts select scientific research most worthy of funding – with great results. We have funded more than $3.5 billion in research since 1949, more than any organization outside the federal government.  We have funded 13 Nobel Prize winners and lifesaving advancements such as the first artificial heart valve, cholesterol-inhibiting drugs, heart transplant capabilities, and CPR techniques and guidelines.

Mission Statement

To improve the lives of all Americans, we provide public health education in a variety of ways.

We’re the nation’s leader in CPR education training. We help people understand the importance of healthy lifestyle choices. We provide science-based treatment guidelines to healthcare professionals to help ensure the best treatment for every patient, every time. We educate lawmakers, policy makers and the public as we advocate for changes to protect and improve the health of our communities.

Our volunteer experts select scientific research most worthy of funding – with great results. We have funded more than $3.5 billion in research since 1949, more than any organization outside the federal government.  We have funded 13 Nobel Prize winners and lifesaving advancements such as the first artificial heart valve, cholesterol-inhibiting drugs, heart transplant capabilities, and CPR techniques and guidelines.


FinancialsMORE »

Fiscal Year 2017
Projected Expenses $2,020,250.00
Projected Revenue $2,991,500.00

ProgramsMORE »

  • --

Revenue vs. Expense ($000s)

Expense Breakdown 2016 (%)

Expense Breakdown 2015 (%)

Expense Breakdown 2014 (%)

For more details regarding the organization's financial information, select the financial tab and review available comments.


Overview


Mission Statement

To improve the lives of all Americans, we provide public health education in a variety of ways.

We’re the nation’s leader in CPR education training. We help people understand the importance of healthy lifestyle choices. We provide science-based treatment guidelines to healthcare professionals to help ensure the best treatment for every patient, every time. We educate lawmakers, policy makers and the public as we advocate for changes to protect and improve the health of our communities.

Our volunteer experts select scientific research most worthy of funding – with great results. We have funded more than $3.5 billion in research since 1949, more than any organization outside the federal government.  We have funded 13 Nobel Prize winners and lifesaving advancements such as the first artificial heart valve, cholesterol-inhibiting drugs, heart transplant capabilities, and CPR techniques and guidelines.


Background Statement


The American Heart Association is the nation’s oldest, largest voluntary organization devoted to fighting cardiovascular diseases and stroke. Founded by six cardiologists in 1924, our organization now includes more than 22.5 million volunteers and supporters working tirelessly to eliminate these diseases. We fund innovative research, fight for stronger public health policies and provide lifesaving tools and information to save and improve lives.

Our nationwide organization includes 144 local offices and nearly 2,700 employees. We moved our national headquarters from New York to Dallas in 1975 to be more centrally located. The American Stroke Association was created as a division in 1997 to bring together the organization’s stroke-related activities.

Impact Statement

We are working toward improving the cardiovascular health of all Americans by 20 percent, and reducing deaths from cardiovascular diseases and stroke by 20 percent, all by the year 2020.


Needs Statement

1)  Improving rates of bystander Cardiopulmonary Resuscitation (CPR) in Orange County by training students and at-risk populations this lifesaving hands-only technique
2) Supporting research for cardiovascular disease and stroke by raising funds to provide research grants to early career scientists and other researchers at universities and hospitals in Orange County and throughout California
3)  Reduce health disparities for low-income, underserved and at-risk populations through programs like Check.Change.Control., Por Tu Corazon, Teaching Gardens, etc.

CEO Statement

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Board Chair Statement

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Other Ways to Donate/Volunteer

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Geographic Area Served

Throughout the United States
North Orange County
Central Orange County
South Orange County
West Orange County
USA

Organization Categories

  1. Diseases Disorders & Medical Disciplines - Heart & Circulatory System Diseases & Disorders
  2. Medical Research - Professional Societies & Associations
  3. Science & Technology - Biological, Life Science Research

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Programs


Management


CEO/Executive Director Suzette Ford—Duffus
CEO Term Start Jan 2016
CEO Email [email protected]
CEO Experience --

Former CEOs and Terms

Name Start End
-- -- --

Senior Staff

Name Title Experience/Biography
Meighan Girgus Chief Mission Officer --
Sunder Joshi Chief Administrative Officer & CFO --
Rose Marie Robertson Chief Science Officer --
Suzie Upton Chief Develpment Officer --

Awards

Award Awarding Organization Year
-- -- --

Affiliations

Affiliation Year
-- --

External Assessments and Accreditations

External Assessment or Accreditation Year
-- --

Collaborations

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Staff Information

Number of Full Time Staff 2,700
Number of Part Time Staff 92
Number of Volunteers 0
Number of Contract Staff 0
Staff Retention Rate % --
Staff Professional Development Yes

Staff Demographics

Ethnicity African American/Black: --
Asian American/Pacific Islander: --
Caucasian: --
Hispanic/Latino: --
Native American/American Indian: --
Other: --
Other (if specified): --
Gender Female: --
Male: --
Not Specified --

Plans & Policies

Organization has Fundraising Plan? Yes
Organization has Strategic Plan? Yes
Years Strategic Plan Considers --
Management Succession Plan --
Organization Policies And Procedures --
Business Continuity of Operations Plan --

Risk Management Provisions

Nondiscrimination Policy Yes
Whistle Blower Policy --
Document Destruction Policy --
Directors and Officers Insurance Policy --

Reporting and Evaluations

Management Reports to Board? --
CEO Formal Evaluation and Frequency Yes Bi-Annually
Senior Management Formal Evaluation and Frequency Yes Bi-Annually
Non Management Formal Evaluation and Frequency Yes Bi-Annually

Government Licenses

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CEO Comments

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Foundation Comments

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Governance


Board Chair Rochelle Karr
Board Chair Company Affiliation O’Melveny & Myers LLP
Board Chair Term July 2017 - Dec 2019
Board Co-Chair --
Board Co-Chair Company Affiliation --
Board Co-Chair Term -

Board Members

Name Company Affiliations Status
Ted Baxter Citadel Investment Group --
Jennie Cull Community Volunteer --
Mike Feldman Union Bank --
Maria Guerra Body by Maria --
Dr. Warren Johnston MD St. Joseph Heritage Medical Group --
Rochelle Karr O’Melveny & Myers LLP Voting
Sarah Liang Ernst & Young --
Jeanne McNerney KPMG --
Dr. Pranav Patel University of California, Irvine --
Suzanne Richards KPC Healthcare Inc. --
Aimee Weisner Edwards Lifesciences --

Constituent Board Members

Name Company Affiliations Status
-- -- --

Youth Board Members

Name Company Affiliations Status
-- -- --

Additional Board Members and Affiliations

Name Company Affiliations Status
-- -- --

Board Demographics

Ethnicity African American/Black: 0
Asian American/Pacific Islander: 0
Caucasian: 0
Hispanic/Latino: 0
Native American/American Indian: 0
Other: --
Other (if specified): --
Gender Female: 0
Male: 0
Not Specified 0

Board Information

Board Term Lengths --
Board Term Limits --
Board Meeting Attendance % --
Written Board Selection Criteria --
Written Conflict Of Interest Policy --
Percentage of Monetary Contributions --
Percentage of In-Kind Contributions --
Board Orientation --

CEO Comments

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Foundation Comments

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Standing Committees

    --

Financials


Revenue vs. Expense ($000s)

Expense Breakdown 2016 (%)

Expense Breakdown 2015 (%)

Expense Breakdown 2014 (%)

Fiscal Year July 01, 2016 to June 30, 2017
Projected Revenue $2,991,500.00
Projected Expenses $2,020,250.00
Form 990s

2016 AHA 990

2015 AHA 990

2014 WSA Proforma 990

2013 WSA Proforma 990

Audit Documents

2016 WSA Audited Financials

2014 WSA Audited Financials

2013 WSA Audited Financials

2012 WSA Audited Financials

IRS Letter of Exemption

IRS Letter of Determination

Prior Three Years Total Revenue and Expense Totals

Fiscal Year 2016 2015 2014
Total Revenue $863,354 $808,085 $100,550,283
Total Expenses $861,903 $783,288 $86,072,969

Prior Three Years Revenue Sources

Revenue By Revenue Source
Fiscal Year 2016 2015 2014
Foundation and
Corporation Contributions
$114,395 $72,272 $31,850,289
Government Contributions $9,212 $5,217 $0
    Federal -- -- --
    State -- -- --
    Local -- -- --
    Unspecified $9,212 $5,217 --
Individual Contributions $66,477 $76,179 --
Indirect Public Support -- -- $493,157
Earned Revenue -- -- $12,285,132
Investment Income, Net of Losses $10,391 $11,623 $11,277,742
Membership Dues $3,565 $3,253 --
Special Events $333,808 $320,204 $37,434,556
Revenue In-Kind $70,557 $81,819 $6,867,859
Other $254,949 $237,518 $341,548

Prior Three Years Expense Allocations

Expense By Type
Fiscal Year 2016 2015 2014
Program Expense $704,970 $633,951 $64,918,634
Administration Expense $60,816 $60,470 $8,274,588
Fundraising Expense $96,117 $88,867 $12,879,747
Payments to Affiliates -- -- --
Total Revenue/Total Expenses 1.00 1.03 1.17
Program Expense/Total Expenses 82% 81% 75%
Fundraising Expense/Contributed Revenue 18% 19% 18%

Prior Three Years Assets and Liabilities

Assets and Liabilities
Fiscal Year 2016 2015 2014
Total Assets $1,326,447 $1,291,066 $163,925,258
Current Assets $397,963 $377,354 $19,060,100
Long-Term Liabilities $204,627 $199,910 $5,003,339
Current Liabilities $232,410 $202,958 $47,329,807
Total Net Assets $889,410 $888,198 $111,592,112

Short Term Solvency

Fiscal Year 2016 2015 2014
Current Ratio: Current Assets/Current Liabilities 1.71 1.86 0.40

Long Term Solvency

Fiscal Year 2016 2015 2014
Long-term Liabilities/Total Assets 15% 15% 3%
Endowment Value --
Spending Policy Income plus capital appreciation
Percentage(If selected) --
Are you currently in a Capital Campaign? No
Capital Campaign Purpose --
Campaign Goal --
Capital Campaign Dates -
Capital Campaign Raised-to-Date Amount --
Capital Campaign Anticipated in Next 5 Years? No

CEO Comments

The AHA is divided into seven “affiliates” with more than 190 local offices across the nation with a presence in all fifty states and the District of Columbia. The Western State’s Affiliate (WSA) is comprised of ten states: Alaska, Arizona, California, Hawaii, Idaho, Montana, Nevada, Oregon, Utah and Washington.  The WSA pools income on an affiliate-wide basis and prepares division budgets upon demonstrated need.  The 990 and financial information in the attachments represent figures for the entire affiliate.  The current income and expense projections entered above are estimates for the Orange County Division.

Foundation Comments

Summary financial data is per the Form 990s and consultation with the organization. Foundation/corporate and individual contributions are combined under Foundation and Corporation Contributions.

Documents


Other Documents

No Other Documents currently available.