American Heart Association Inc (EIN 135613797) - 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

1924

Legal Domicile

Phone

2143736300

Tax Period

2024-07-01 to 2025-06-30

American Heart Association Inc, founded in 1924, is a large national nonprofit in the Diseases & Disorders sector that reported $1.1B in total revenue in fiscal year 2024. Revenue grew 10% year-over-year, indicating healthy expansion. Expenses of $1.0B left a modest 6% surplus.

Mission

THE AMERICAN HEART ASSOCIATION IS A NATIONAL VOLUNTARY HEALTH AGENCY FOCUSED ON ACTIVITIES RELATED TO THE CAUSES, DIAGNOSIS, PREVENTION, AND TREATMENT OF CARDIOVASCULAR DISEASE, STROKE, AND OTHER RELATED DISEASES.

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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 $681,883,692

Program Service Revenue $71,574,895

Investment Income $130,912,277

Other Revenue $185,821,848

TOTAL REVENUE $1,070,192,712

Expense Breakdown

Grants Paid $211,912,565

Salaries & Benefits $475,967,102

Fundraising Expenses $111,778,940

Program Expenses $796,193,791

Other Expenses $322,946,815

TOTAL EXPENSES $1,010,930,601

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,070,192,712	$972,755,203	+0.1%
Expenses	$1,010,930,601	$965,007,244	+0.0%
Net Income	$59,262,111	$7,747,959	+6.6%

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

4169

Volunteers

32641955

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

$6,576,211

Total Directors

$13,126

Key Employees

$3,520,610

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JOSEPH WU	IMMEDIATE PAST PRESIDENT	7.0	Officer Director	$3,127	$0	$3,127
KEITH CHURCHWELL	PRESIDENT	7.0	Officer Director	$3,983	$0	$3,983
LEE SHAPIRO	CHAIRPERSON-ELECT	4.0	Officer Director	$0	$0	$0
LINDA GOODEN	TREASURER	3.0	Officer Director	$0	$0	$0
MARSHA JONES	CHAIRPERSON OF THE BOARD	4.0	Officer Director	$0	$0	$0
RAYMOND VARA JR	IMMEDIATE PAST CHAIRPERSON	3.0	Officer Director	$5,190	$0	$5,190
STACEY ROSEN	PRESIDENT-ELECT	6.0	Officer Director	$0	$0	$0
BERTRAM SCOTT	BOARD MEMBER	1.0	Director	$0	$0	$0
BOB SWAN	BOARD MEMBER	1.0	Director	$0	$0	$0
CHERYL ANDERSON	BOARD MEMBER	1.0	Director	$0	$0	$0
CHERYL PEGUS	BOARD MEMBER	1.0	Director	$0	$0	$0
DONALD LLOYD-JONES	BOARD MEMBER	1.0	Director	$0	$0	$0
JAMES POSTL	BOARD MEMBER	1.0	Director	$826	$0	$826
JOHN WARNER	BOARD MEMBER	1.0	Director	$0	$0	$0
JORGE SAUCEDO	BOARD MEMBER	1.0	Director	$0	$0	$0
KATIE MILLER-SMITH	BOARD MEMBER	1.0	Director	$0	$0	$0
MANESH PATEL	BOARD MEMBER	1.0	Director	$0	$0	$0
MARCELLA ROBERTS	BOARD MEMBER	1.0	Director	$0	$0	$0
MICHELLE ALBERT	BOARD MEMBER	1.0	Director	$0	$0	$0
MINDY GROSSMAN	BOARD MEMBER	1.0	Director	$0	$0	$0
REGINA BENJAMIN	BOARD MEMBER	1.0	Director	$0	$0	$0
ROBERT HARRINGTON	BOARD MEMBER	1.0	Director	$0	$0	$0
SVATI SHAH	BOARD MEMBER	1.0	Director	$0	$0	$0
TOM GRECO	BOARD MEMBER	1.0	Director	$0	$0	$0
VICENTE REYNAL	BOARD MEMBER	1.0	Director	$0	$0	$0
CYNTHIA ROBERTS	CHIEF FINANCIAL OFFICER	50.0	Officer	$646,040	$83,510	$729,550
LARRY D CANNON	CAO/CORP SECRETARY	50.0	Officer	$1,178,877	$91,921	$1,270,798
NANCY BROWN	CEO	50.0	Officer	$4,472,946	$90,617	$4,563,563
JOHN MEINERS	CHIEF OF MISSION ALIGNED BUSINESS	50.0	Key Emp	$887,067	$66,859	$953,926
LESLIE UPTON	CHIEF OPERATING OFFICER	50.0	Key Emp	$1,201,179	$106,371	$1,307,550
MARIELL JESSUP	CHIEF SCIENCE & MEDICAL OFFICER	50.0	Key Emp	$1,176,206	$82,928	$1,259,134
EDUARDO SANCHEZ	CHIEF MEDICAL OFFICER FOR PREVENTION	50.0	Highest	$637,775	$74,565	$712,340
JEREMY BEAUCHAMP	EVP SOUTHEAST	50.0	Highest	$711,021	$97,608	$808,629
KATHLEEN ROGERS	EVP WESTERN STATES	50.0	Highest	$634,752	$86,227	$720,979
LAURA SOL	CHIEF OF STAFF TO THE CEO	50.0	Highest	$638,426	$80,776	$719,202
PAUL KALIL	EVP MISSION ADVANCEMENT	50.0	Highest	$640,928	$87,108	$728,036
MITCHELL ELKIND	CHIEF CLINICAL SCIENCE OFFICER	50.0		$541,534	$58,868	$600,402

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
2025	$1,070,192,712	$1,010,930,601	$2,009,845,329	$59,262,111
2024	$972,755,203	$965,007,244	$1,926,864,938	$7,747,959
2023	$925,828,648	$862,517,013	$1,790,168,039	$63,311,635
2022	$855,744,080	$751,717,150	$1,586,442,628	$104,026,930
2021	$803,987,961	$693,590,695	$1,613,373,160	$110,397,266
2020	$700,362,587	$740,233,913	$1,320,358,588	$-39,871,326
2019	$746,432,389	$769,704,445	$1,437,669,656	$-23,272,056

American Heart Association Inc