ADULT CONGENITAL HEART ASSOCIATION (EIN 043447959) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1998

Legal Domicile

Principal Officer

MARK ROEDER

Phone

2158491260

Tax Period

2024-01-01 to 2024-12-31

ADULT CONGENITAL HEART ASSOCIATION, founded in 1998, is a community nonprofit in the Diseases & Disorders sector that reported $2.0M in total revenue in fiscal year 2024. Revenue decreased 19% compared to the prior year. Expenses of $2.3M exceeded revenue, resulting in a 19% operating deficit.

Mission

TO EMPOWER THE CHD COMMUNITY BY ADVANCING ACCESS TO RESOURCES AND SPECIALIZED CARE.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $1,764,509

Program Service Revenue $133,203

Investment Income $61,017

Other Revenue $0

TOTAL REVENUE $1,958,729

Expense Breakdown

Grants Paid $70,000

Salaries & Benefits $1,663,295

Fundraising Expenses $335,881

Program Expenses $1,678,294

Other Expenses $595,334

TOTAL EXPENSES $2,328,629

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,958,729	$2,407,696	-0.2%
Expenses	$2,328,629	$1,990,356	+0.2%
Net Income	$-369,900	$417,340	-1.9%

Key Indicators

✓ Grants to Organizations ✗ Grants to Individuals ✓ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

500

Governance Policies

✓ Conflict of Interest Policy

✓ Whistleblower Policy

✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✓ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$322,796

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JAMES RUPPEL MD MS	CHAIR	2.00	Officer Director	$0	$0	$0
STEPHEN BACK	VICE CHAIR	2.00	Officer Director	$0	$0	$0
WILLIAM BROWNE	TREASURER	2.00	Officer Director	$0	$0	$0
WILLIAM CAUSEY	SECRETARY	2.00	Officer Director	$0	$0	$0
BINTA BAUDY	BOARD MEMBER	2.00	Director	$0	$0	$0
CHAD CHASE	BOARD MEMBER	2.00	Director	$0	$0	$0
JENNIFER CORTES	BOARD MEMBER	2.00	Director	$0	$0	$0
JONATHAN CRAMER MD	BOARD MEMBER	2.00	Director	$0	$0	$0
NICOLE JUNG	BOARD MEMBER	2.00	Director	$0	$0	$0
YULI KIM MD	BOARD MEMBER	2.00	Director	$0	$0	$0
RICHARD KRASUSKI MD	BOARD MEMBER	2.00	Director	$0	$0	$0
MATT MARTINHO	BOARD MEMBER	2.00	Director	$0	$0	$0
CLAUDIA NORMAN	BOARD MEMBER	2.00	Director	$0	$0	$0
MEREDITH RAHN-OAKES	BOARD MEMBER	2.00	Director	$0	$0	$0
KRISTI RYAN	BOARD MEMBER	2.00	Director	$0	$0	$0
TIM SINGLETARY	BOARD MEMBER	2.00	Director	$0	$0	$0
ANNE STAPLETON-REILLY	BOARD MEMBER	2.00	Director	$0	$0	$0
ERIN WALSH-BEGUIN	BOARD MEMBER	2.00	Director	$0	$0	$0
CYNTHIA FELIX JEFFERS	BOARD MEMBER UNTIL 12/9/24	2.00	Director	$0	$0	$0
JOANNE NICHOLS	BOARD MEMBER UNTIL 8/30/2024	2.00	Director	$0	$0	$0
MARY JANE EAZER	SECRETARY UNTIL 9/30/24	2.00	Officer Director	$0	$0	$0
MARK ROEDER	PRESIDENT AND CEO	50.00	Officer	$171,963	$13,190	$185,153
JENNIFER HOCKENHULL	DIRECTOR OF FINANCE	40.00	Officer	$127,961	$9,682	$137,643
DANIELLE HILE	SR. DIRECTOR OF MEDICAL AFFAIRS	40.00	Highest	$116,166	$12,167	$128,333
KERRY WEVODAU	DIRECTOR OF WALK FOR 1 IN 100	40.00	Highest	$104,868	$10,266	$115,134
JANINE GUGLIELMINO	DIR. OF PATIENT RESOURCES & ADVOCACY	40.00	Highest	$100,960	$3,029	$103,989

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2024	$1,958,729	$2,328,629	$1,790,426	$-369,900
2023	$2,407,696	$1,990,356	$2,033,233	$417,340
2022	$1,698,174	$2,007,489	$1,503,657	$-309,315
2021	$2,125,476	$1,648,260	$1,775,522	$477,216
2020	$1,671,115	$1,755,654	$1,619,228	$-84,539
2019	$2,289,993	$2,155,280	$1,451,645	$134,713
2018	$2,105,789	$2,495,727	$1,281,712	$-389,938

ADULT CONGENITAL HEART ASSOCIATION