Form990
Click to see attachment
Department of the TreasuryInternal Revenue Service
Return of Organization Exempt From Income Tax
Under section 501(c), 527, or 4947(a)(1) of the Internal Revenue Code (except private
foundations)
MediumBullet Do not enter social security numbers on this form as it may be made public.
MediumBullet Information about Form 990 and its instructions is at www.IRS.gov/form990.
OMB No. 1545-0047
2015
Open to Public Inspection
A For the 2015 calendar year, or tax year beginning 07-01-2015 , and ending 06-30-2016
BCheck if applicable:
CName of organization
AMERICAN HEART ASSOCIATION INC
 
 
Doing business as
 
 
Number and street (or P.O. box if mail is not delivered to street address)
7272 GREENVILLE AVENUE
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
DALLAS, TX75231
D Employer identification number

13-5613797
E Telephone number

G Gross receipts $ 1,299,009,397
F Name and address of principal officer:
NANCY BROWN
7272 GREENVILLE AVENUE
DALLAS,TX75231
I
Tax-exempt status: (   ) LeftBullet (insert no.) or
J
Website:MediumBullet
WWW.HEART.ORG
H(a)
Is this a group return for
subordinates?
H(b)
Are all subordinates
included?
If "No," attach a list. (see instructions)
H(c)
Group exemption number MediumBullet  
K Form of organization:  
L Year of formation: 1924
M State of legal domicile: NY
Part I
Summary
Activities  & Governance 1 Briefly describe the organization’s mission or most significant activities: BUILDING HEALTHIER LIVES, FREE OF CARDIOVASCULAR DISEASES AND STROKE.
2 Check this box MediumBullet
3 Number of voting members of the governing body (Part VI, line 1a) ........ 3 22
4 Number of independent voting members of the governing body (Part VI, line 1b) ..... 4 22
5 Total number of individuals employed in calendar year 2015 (Part V, line 2a) ...... 5 4,378
6 Total number of volunteers (estimate if necessary) ............. 6 33,000,000
7a Total unrelated business revenue from Part VIII, column (C), line 12 ........ 7a 18,724
b Net unrelated business taxable income from Form 990-T, line 34 ......... 7b -83,551
Revenues Prior Year Current Year
8 Contributions and grants (Part VIII, line 1h) ......... 650,674,889 693,094,040
9 Program service revenue (Part VIII, line 2g) ......... 28,554,015 29,573,090
10 Investment income (Part VIII, column (A), lines 3, 4, and 7d ) .... 28,016,546 19,712,482
11 Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e) 73,029,692 87,999,811
12 Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12) 780,275,142 830,379,423
Expenses; 13 Grants and similar amounts paid (Part IX, column (A), lines 1–3 )... 148,520,852 170,177,451
14 Benefits paid to or for members (Part IX, column (A), line 4)..... 0 0
15 Salaries, other compensation, employee benefits (Part IX, column (A), lines 5–10) 306,715,428 337,725,056
16a Professional fundraising fees (Part IX, column (A), line 11e) ..... 3,073,343 3,449,683
b Total fundraising expenses (Part IX, column (D), line 25) MediumBullet95,811,767    
17 Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e).... 285,746,776 300,108,703
18 Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25) 744,056,399 811,460,893
19 Revenue less expenses. Subtract line 18 from line 12....... 36,218,743 18,918,530
Net Assets or Fund Balances; Beginning of Current Year End of Year
20 Total assets (Part X, line 16)............. 1,291,066,077 1,326,447,551
21 Total liabilities (Part X, line 26)............. 402,868,134 437,037,060
22 Net assets or fund balances. Subtract line 21 from line 20..... 888,197,943 889,410,491
Part II
Signature Block
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than officer) is based on all information of which preparer has any knowledge.
Sign Here
JumboBullet
Signature of officer Date
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Type or print name and title
Paid Preparer Use Only
Print/Type preparer's name
Preparer's signature
Date
PTIN
Firm's name MediumBullet
Firm's EIN MediumBullet
Firm's address MediumBullet



Phone no.
May the IRS discuss this return with the preparer shown above? (see instructions) ..........
For Paperwork Reduction Act Notice, see the separate instructions.
Cat. No. 11282Y Form 990 (2015)
Form 990 (2015)
Page 2
Part III
Statement of Program Service Accomplishments
Check if Schedule O contains a response or note to any line in this Part III ..............
1
Briefly describe the organization’s mission: BUILDING HEALTHIER LIVES, FREE OF CARDIOVASCULAR DISEASES AND STROKE.
2
Did the organization undertake any significant program services during the year which were not listed on
the prior Form 990 or 990-EZ? .....................
If "Yes," describe these new services on Schedule O.
3
Did the organization cease conducting, or make significant changes in how it conducts, any program
services? ...........................
If "Yes," describe these changes on Schedule O.
4
Describe the organization’s program service accomplishments for each of its three largest program services, as measured by expenses. Section 501(c)(3) and 501(c)(4) organizations are required to report the amount of grants and allocations to others, the total expenses, and revenue, if any, for each program service reported.
4a (Code:   ) (Expenses $ 168,592,286 including grants of $ 152,900,523 ) (Revenue $   )
SEE SCHEDULE OSCIENCE AND RESEARCH SINCE 1949, THE AMERICAN HEART ASSOCIATION HAS FUNDED MORE THAN $3.8 BILLION IN RESEARCH PROJECTS THAT EXPLORE THE PREVENTION, DETECTION AND TREATMENT OF CARDIOVASCULAR DISEASES AND STROKE. IN 2015-16:- WE PROVIDED MORE THAN $163 MILLION IN FUNDING FOR 980 NEW RESEARCH AWARDS. - WE ANNOUNCED TWO NEW NETWORKS FOR OUR STRATEGICALLY FOCUSED RESEARCH PLATFORM, FOCUSED ON OBESITY AND CHILDREN'S CARDIOVASCULAR HEALTH. THESE TWO NETWORKS JOIN PREVIOUSLY ANNOUNCED NETWORKS FOR PREVENTION, DISPARITIES, HYPERTENSION, WOMEN'S HEALTH AND HEART FAILURE. - WE ANNOUNCED ONE BRAVE IDEA, A COLLABORATIVE WITH VERILY AND ASTRAZENECA WHICH WILL AWARD $75 MILLION TO A SINGLE RESEARCH TEAM OVER FIVE YEARS TO CONDUCT INVESTIGATIONS WITH THE GOAL OF DEVELOPING NOVEL STRATEGIES TO PREVENT OR REVERSE THE CAUSES AND DRIVERS OF CORONARY HEART DISEASE.- OUR INSTITUTE OF PRECISION CARDIOVASCULAR MEDICINE PRESENTED 10 DISCOVERY AWARDS, EACH FOR $160,000 COVERING 12 MONTHS. THE AREAS OF INQUIRY INCLUDE USING PHENOTYPIC AND POTENTIAL GENETIC AND BIOMARKER DATABASES TO BETTER DEFINE PREDICTORS FOR A CARDIOVASCULAR EVENT; IDENTIFYING NOVEL ASSOCIATIONS BETWEEN BIOMARKERS OF HDL FUNCTIONALITY AND CARDIOVASCULAR RISK AND DETERMINING IF THERE ARE GENOTYPE / PHENOTYPE ASSOCIATIONS DRIVING DISEASE ONSET AND PROGRESSION AND PROGNOSIS OF OUTCOMES IN PATIENTS WITH HFPEF. THE AWARDEES WERE INTRODUCED IN NOVEMBER DURING THE OPENING SESSION OF SCIENTIFIC SESSIONS 2015.- IN COLLABORATION WITH THE JOINT COMMISSION, WE ANNOUNCED THE LAUNCH OF A NEW DISEASE-SPECIFIC CARE ADVANCED CERTIFICATION PROGRAM FOR ACUTE STROKE READY HOSPITALS. THE CERTIFICATION APPLIES SPECIFICALLY TO HOSPITALS THAT ARE NOT CANDIDATES FOR PRIMARY STROKE CENTER OR COMPREHENSIVE STROKE CENTER CERTIFICATION, BUT HAVE THE CAPABILITY AND RESOURCES TO PROVIDE INITIAL DIAGNOSTIC SERVICES AND BASIC CARE TO PATIENTS BEFORE THEY ARE TRANSFERRED TO A PRIMARY OR COMPREHENSIVE FACILITY.- IN JANUARY 2016, THE AMERICAN HEART ASSOCIATION AND THE CHILDREN'S HEART FOUNDATION ANNOUNCED THE FIRST ROUND OF RECIPIENTS OF OUR CONGENITAL HEART DISEASE RESEARCH AWARDS. A TOTAL OF $820,601 WAS AWARDED TO SEVEN DIFFERENT RESEARCH PROJECTS FROM SIX DIFFERENT STATES.- THE AMERICAN HEART ASSOCIATION AND THE PATIENT-CENTERED OUTCOMES RESEARCH INSTITUTE ANNOUNCED A NEW JOINT INITIATIVE TO USE THE POWER OF CROWDSOURCING TO ACCELERATE RESEARCH NEEDED TO IMPROVE CARDIOVASCULAR DISEASE CARE. THE AMERICAN HEART ASSOCIATION AND THE PATIENT-CENTERED OUTCOMES RESEARCH INSTITUTE ARE ASKING HEART, VASCULAR AND STROKE DISEASE SURVIVORS AND THEIR CAREGIVERS TO SHARE THEIR STORIES AND DISCUSS THEIR PROCESS FOR MAKING DECISIONS ABOUT THE CARE THEY RECEIVE AND THE "DECISIONAL DILEMMAS" THEY FACE IN THE PROCESS. BASED ON THEIR VALUABLE INPUT, WE WILL IDENTIFY IMPORTANT CONCERNS TO TARGET RESEARCH THAT WILL LEAD TO BETTER CARE TAILORED TO THE SPECIFIC NEEDS OF PATIENTS.
4b (Code:   ) (Expenses $ 313,440,838 including grants of $ 5,633,300 ) (Revenue $ 4,731,536 )
SEE SCHEDULE OPUBLIC/CONSUMER EDUCATIONIN 2015-16, OUR EMERGENCY CARDIOVASCULAR CARE (ECC) PROGRAM TRAINED MORE THAN 18 MILLION PEOPLE ACROSS THE WORLD IN CARDIOPULMONARY RESUSCITATION, THE USE OF AUTOMATED EXTERNAL DEFIBRILLATORS, AND OTHER LIFESAVING TECHNIQUES.- THE AMERICAN HEART ASSOCIATION INTRODUCED ITS FIRST-EVER PATIENT AMBASSADOR TEAM. ALL EIGHT VOLUNTEER TEAM MEMBERS WILL OFFER HELP AND SUPPORT TO HEART VALVE DISEASE PATIENTS AND HELP EDUCATE THE PUBLIC ABOUT HEART VALVE DISEASE. SEVEN OF OUR AMBASSADORS ARE HEART VALVE DISEASE SURVIVORS, AND ONE IS A CAREGIVER. ALL ARE COMMITTED TO SHARING THEIR PERSONAL EXPERIENCES AND DIRECTING PEOPLE TO HELPFUL AMERICAN HEART ASSOCIATION INFORMATIONAL RESOURCES.- THE AMERICAN HEART ASSOCIATION'S GO RED FOR WOMEN MOVEMENT LAUNCHED GO RED GET FIT, A FREE ONLINE FITNESS CHALLENGE TO HELP WOMEN GET FIT FOR LIFE AND REDUCE THEIR RISK OF HEART DISEASE. THE CHALLENGE IS BASED ON A SERIES OF HEALTHY LIFESTYLE CHALLENGES FOCUSED ON HEALTHY EATING CHOICES AND PHYSICAL ACTIVITY. EACH CHALLENGE WILL LAST 12 WEEKS, THE AMOUNT OF TIME IT TAKES FOR A BEHAVIOR TO BECOME A HABIT. WOMEN CAN PARTICIPATE BY JOINING THE PROGRAM'S ONLINE COMMUNITY, WHICH INCLUDES ADVICE AND ENCOURAGEMENT FROM CELEBRITY TRAINERS. - A NEW AMERICAN HEART ASSOCIATION CAMPAIGN CALLED RISE ABOVE HEART FAILURE WAS LAUNCHED TO RAISE AWARENESS AND SHARE KEY RESOURCES TO HELP PEOPLE LEARN MORE ABOUT THE WARNING SIGNS, RISK FACTORS, PREVENTION AND TREATMENT OF HEART FAILURE, WHICH IMPACTS 6 MILLION AMERICANS. - THE AMERICAN HEART ASSOCIATION UPDATED ITS HEART-CHECK MARK STANDARDS. FOOD COMPANIES MUST NOW MEET MORE STRINGENT CRITERIA LIMITING ADDED SUGAR, SODIUM, TOTAL CALORIES AND RAISING MINIMUM DIETARY FIBER REQUIREMENTS FOR FOODS BEARING THE AMERICAN HEART ASSOCIATION'S HEART-CHECK MARK. THE AMERICAN HEART ASSOCIATION FORMULATES AND PERIODICALLY REVISES ITS OWN HEART-CHECK CRITERIA FOR DIFFERENT FOOD CATEGORIES BASED ON SOUND SCIENCE REGARDING HEALTHY DIET, PRODUCT INGREDIENTS AND NUTRIENT VALUES.- THE AMERICAN HEART ASSOCIATION INSTALLED HANDS-ONLY CPR TRAINING KIOSKS AT SEVERAL U.S. AIRPORTS, INCLUDING ATLANTA, BALTIMORE, CHICAGO, CLEVELAND, AND INDIANAPOLIS. WITH VIDEO TOUCH-SCREENS AND A CPR MANNEQUIN, THE KIOSKS ALLOW TRAVELERS TO LEARN THE SKILLS OF HANDS-ONLY CPR IN JUST A FEW MINUTES.
4c (Code:   ) (Expenses $ 112,043,761 including grants of $ 6,187,321 ) (Revenue $ 140,780,590 )
SEE SCHEDULE OPROFESSIONAL EDUCATION- IN OCTOBER 2015, WE PUBLISHED OUR 2015 GUIDELINES UPDATE FOR CARDIOPULMONARY RESUSCITATION (CPR) AND EMERGENCY CARDIOVASCULAR CARE (ECC). - WE HAVE MORE THAN 33,000 PROFESSIONAL SCIENTIFIC MEMBERS REPRESENTING 74 SPECIALTIES AND 114 COUNTRIES.- WE HOSTED MORE THAN A DOZEN INTERNATIONAL SCIENTIFIC CONFERENCES, INCLUDING SCIENTIFIC SESSIONS AND THE INTERNATIONAL STROKE CONFERENCE, AS WELL AS MEETINGS FOCUSED ON SPECIALTY AREAS INCLUDING HYPERTENSION, PREVENTION, AND QUALITY OF CARE. ATTENDEES AT ALL MEETINGS ARE ELIGIBLE FOR CONTINUING MEDICAL EDUCATION (CME) CREDITS. WE ALSO HOSTED A SUITE OF ONLINE LEARNING PROGRAMS WHICH OFFERED CME CREDITS. - THE AMERICAN HEART ASSOCIATION WAS GRANTED JOINT ACCREDITATION. JOINT ACCREDITATION PROMOTES INTERPROFESSIONAL EDUCATION (IPE) ACTIVITIES SPECIFICALLY DESIGNED TO IMPROVE INTERPROFESSIONAL COLLABORATIVE PRACTICE (IPCP) IN HEALTH CARE DELIVERY. A LEADING MODEL FOR IPCP ITSELF, JOINT ACCREDITATION ESTABLISHES THE STANDARDS FOR EDUCATION PROVIDERS TO DELIVER CONTINUING EDUCATION PLANNED BY THE HEALTHCARE TEAM FOR THE HEALTHCARE TEAM. THIS DISTINCTION IS AWARDED FROM THREE GLOBAL LEADERS IN THE FIELD OF ACCREDITATION: ACCREDITATION COUNCIL FOR CONTINUING MEDICAL EDUCATION (ACCME); ACCREDITATION COUNCIL FOR PHARMACY EDUCATION (ACPE); AND AMERICAN NURSES CREDENTIALING CENTER (ANCC).- IN AUGUST 2015, IN BOSTON, THE AMERICAN HEART ASSOCIATION HOSTED ITS FIRST-EVER VASCULAR DISEASE THOUGHT LEADERS' SUMMIT. MORE THAN 40 LEADING SPECIALISTS CAME TOGETHER TO IDENTIFY OPPORTUNITIES FOR PROGRESS IN THE PREVENTION, DIAGNOSIS AND TREATMENT OF VASCULAR DISEASE. PARTICIPANTS INCLUDED SCIENTISTS, CLINICIANS, AND PATIENTS AND CAREGIVERS, AS WELL AS REPRESENTATIVES FROM FEDERAL HEALTH AGENCIES AND INDUSTRY. THE SUMMIT WAS CHAIRED BY AMERICAN HEART ASSOCIATION PRESIDENT MARK CREAGER, MD. A FINAL PROCEEDINGS REPORT WAS RELEASED IN NOVEMBER 2015 WITH SPECIFIC RECOMMENDATIONS TO IMPROVE VASCULAR DISEASE AWARENESS, PREVENTION, DETECTION AND TREATMENT. - THE AMERICAN HEART ASSOCIATION CREATED A NEW GUIDE TO HELP HEALTHCARE PROFESSIONALS BETTER UNDERSTAND AND DIAGNOSE STROKES OF UNKNOWN CAUSE. THE MOST COMMON TYPE OF STROKE, CALLED "ISCHEMIC," OCCURS WHEN BLOOD VESSELS CARRYING OXYGEN AND NUTRIENTS TO THE BRAIN ARE BLOCKED BY A CLOT, CAUSING BRAIN CELLS TO DIE. THIRTY PERCENT OF ISCHEMIC STROKES HAVE NO KNOWN CAUSE, EVEN AFTER THOROUGH DIAGNOSTIC TESTS ARE PERFORMED. THESE STROKES OF UNCERTAIN ORIGIN ARE DEEMED "CRYPTOGENIC." THE CRYPTOGENIC STROKE GUIDE FOR HEALTHCARE PROFESSIONALS INCLUDES INFORMATION ON DIAGNOSTIC EVALUATION AND DETAILS THE MANY POTENTIAL CAUSES OF CRYPTOGENIC STROKE, LIKE ATRIAL FIBRILLATION.
(Code:   ) (Expenses $ 59,317,842 including grants of $ 5,456,307 ) (Revenue $ 36,644,468 )
COMMUNITY SERVICESQUALITY OF CARE/SYSTEMS OF CARETHE AMERICAN HEART ASSOCIATION IS CONSTANTLY WORKING TO PUT SYSTEMS IN PLACE TO GUARANTEE THE BEST POSSIBLE CARE FOR EVERY PATIENT IN EVERY COMMUNITY. - OUR GET WITH THE GUIDELINES INITIATIVE, WHICH ENSURES THAT HOSPITALS FOLLOW THE LATEST EVIDENCE-BASED TREATMENT PROTOCOLS, CONTINUED TO GROW, AND HAS NOW BEEN IMPLEMENTED IN MORE THAN 2,269 HOSPITALS, WITH MODULES FOCUSED ON ATRIAL FIBRILLATION, HEART FAILURE, STROKE, RESUSCITATION AND ACUTE MYOCARDIAL INFARCTION.- MISSION: LIFELINE IS THE AMERICAN HEART ASSOCIATION'S INITIATIVE TO IMPROVE SYSTEMS OF CARE FOR PATIENTS WITH TIME-SENSITIVE CONDITIONS. THESE PATIENTS INCLUDE VICTIMS OF HEART ATTACK, STROKE, AND CARDIAC ARREST. MISSION: LIFELINE IMPROVES COORDINATION BETWEEN HOSPITALS AND EMS SYSTEMS WITH THE GOAL OF REDUCING TREATMENT TIMES FOR THESE PATIENTS. IN 2015-16, MORE THAN 800 EMS AGENCIES WERE REPRESENTED IN THE MISSION: LIFELINE EMS RECOGNITION PROGRAM, AND MORE THAN 800 LOCAL STEMI SYSTEMS OF CARE WERE REGISTERED REACHING 83% OF THE U.S. POPULATION.PUBLIC ADVOCACYOUR OFFICE OF ADVOCACY WORKS AT THE LOCAL, STATE AND FEDERAL LEVELS TO DRIVE PUBLIC POLICY DESIGNED TO IMPROVE CARDIOVASCULAR HEALTH. IN 2015-16, OUR EFFORTS CONTRIBUTED TO PROGRESS IN KEY AREAS INCLUDING:- THE ADOPTION IN 10 STATES OF LEGISLATION REQUIRING CPR TRAINING AS A PREREQUISITE FOR HIGH SCHOOL GRADUATION, BRINGING THE TOTAL NUMBER OF STATES WITH THIS LEGISLATION TO 35.- THE NATIONAL INSTITUTES OF HEALTH (NIH) RECEIVED A $2 BILLION INCREASE FOR FY 2016-A 7% INCREASE-THE LARGEST INCREASE SINCE 2003. WITHIN THIS INCREASE, THE NATIONAL INSTITUTE OF NEUROLOGICAL DISORDERS AND STROKE RECEIVED A 6% INCREASE-THE 6TH LARGEST DOLLAR INCREASE OF NIH'S INSTITUTES, CENTERS AND DIVISIONS. THE NATIONAL HEART, LUNG, AND BLOOD INSTITUTE RECEIVED A 4% INCREASE-THE 5TH LARGEST DOLLAR INCREASE OF NIH'S CENTERS AND DIVISIONS.- THE FOOD AND DRUG ADMINISTRATION WAS GIVEN REGULATORY AUTHORITY OVER ALL TOBACCO PRODUCTS, INCLUDING ELECTRONIC CIGARETTES, CIGARS, CIGARILLOS, PIPE TOBACCO AND HOOKAH TOBACCO. - VOICES FOR HEALTHY KIDS, THE AMERICAN HEART ASSOCIATION'S INITIATIVE WITH THE ROBERT WOOD JOHNSON FOUNDATION, COMPLETED ITS THIRD FULL YEAR OF WORK TO FIGHT CHILDHOOD OBESITY. THROUGH ITS FIRST THREE YEARS, VOICES FOR HEALTHY KIDS HAS FUNDED MORE THAN 50 COALITIONS WORKING TO OPEN MORE GROCERY STORES IN LOW-INCOME COMMUNITIES, UNLOCK SCHOOLYARD GATES SO FAMILIES COULD HAVE A SAFE PLACE TO PLAY, ENSURE SUGARY DRINKS WERE NO LONGER SERVED IN CHILDCARE CENTERS, AND SECURE FUNDING FOR SIDEWALKS AND BIKE PATHS IN COMMUNITIES OF NEED.- THE AMERICAN HEART ASSOCIATION HAS DEVELOPED A METRICS-BASED FRAMEWORK FOR DEFINING HEALTHY COMMUNITIES, AND ITS VOLUNTEERS AND STAFF IN LOCAL MARKETS WORKED TO DRIVE LOCAL PUBLIC POLICY AND QUALITY AND SYSTEMS IMPROVEMENT INITIATIVES IN MARKETS NATIONWIDE. THE AMERICAN HEART ASSOCIATION IS WORKING VIA COLLECTIVE IMPACT WITH OTHER ORGANIZATIONS TO MAKE COMMUNITIES HEALTHIER THROUGHOUT THE COUNTRY. MULTICULTURAL HEALTH- THE ASSOCIATION OF BLACK CARDIOLOGISTS ANNOUNCED IN APRIL 2016 THAT IT WILL DEVELOP A CARDIOVASCULAR DISEASE REGISTRY FOR UNDERSERVED POPULATIONS IN COLLABORATION WITH THE MOREHOUSE SCHOOL OF MEDICINE AND THE AMERICAN HEART ASSOCIATION. THE REGISTRY WILL IMPORT DATA DIRECTLY FROM ELECTRONIC HEALTH RECORDS AND OTHER HEALTHCARE TECHNOLOGY PLATFORMS AND WILL BE POWERED BY TECHNOLOGY FROM THE COLLABORATIVE PARTNERS. THE DATA AND KEY MEASUREMENTS COLLECTED AND TRACKED WILL BE USED IN NEW QUALITY IMPROVEMENT INITIATIVES SUPPORTING UNDERSERVED POPULATIONS AND WILL REPORT ON ADHERENCE TO EVIDENCE-BASED GUIDELINES.- THE AMERICAN HEART ASSOCIATION AND THE AFRICAN METHODIST EPISCOPAL CHURCH (AMEC) ANNOUNCED A NEW PARTNERSHIP TO PROMOTE A CULTURE OF HEALTH IN AFRICAN-AMERICAN FAITH-BASED COMMUNITIES, INCLUDING AMEC'S 2.5 MILLION MEMBERS AT MORE THAN 4,000 CHURCHES ACROSS THE WORLD. THE AMERICAN HEART ASSOCIATION WILL WORK WITH AMEC LEADERSHIP TO PROVIDE HEALTH RESOURCES AND INFORMATION FOCUSED ON SMOKING CESSATION, HEALTHY FOODS AND BEVERAGES, FIRST AID/CPR TRAINING, AND RISK FACTOR CONTROL. ACTIVITIES OFFICIALLY KICKED OFF IN JULY 2016 AT AMEC'S 200TH GENERAL CONFERENCE. - IN COLLABORATION WITH THE SHAKOPEE MDEWAKANTON SIOUX COMMUNITY, THE AMERICAN HEART ASSOCIATION HOSTED THE FERTILE GROUND INDIAN COUNTRY FUNDERS ROUNDTABLE I AND II, IN OCTOBER 2015 AND MAY 2016. ATTENDEES DISCUSSED APPROACHES TO IMPROVING FOOD ACCESS AND REDUCING HEALTH DISPARITIES AMONG NATIVE AMERICAN COMMUNITIES.NUTRITION/HEALTHY LIVING - THE AMERICAN HEART ASSOCIATION JOINED WITH ARAMARK, THE LARGEST U.S.-BASED FOOD SERVICE PROVIDER, ON A FIVE-YEAR INITIATIVE TO MAKE THE MEALS IT SERVES HEALTHIER. CHANGES WILL IMPACT MORE THAN 2 BILLION MEALS SERVED EACH YEAR AT SCHOOLS, BUSINESSES, SPORTS VENUES AND ELSEWHERE. THE INITIATIVE, CALLED HEALTHY FOR LIFE 20 BY 20, WILL IMPLEMENT A 20 PERCENT REDUCTION IN CALORIES, SATURATED FAT AND SODIUM AND A 20 PERCENT INCREASE IN FRUITS, VEGETABLES AND WHOLE GRAINS. TOGETHER, OUR GOAL IS TO IMPROVE THE HEALTH OF ALL AMERICANS BY 20 PERCENT BY 2020. - IN OCTOBER 2015, THE ALLIANCE FOR A HEALTHIER GENERATION RECOGNIZED AN ALL-TIME HIGH 376 SCHOOLS FOR THEIR OUTSTANDING PERFORMANCE AS PART OF THE ALLIANCE'S HEALTHY SCHOOLS PROGRAM. PRESENTERS AT THE WASHINGTON, D.C. CEREMONY INCLUDED CHELSEA CLINTON, AMERICAN HEART ASSOCIATION PRESIDENT MARK CREAGER, MD AND CEO NANCY BROWN. THIS YEAR MARKS THE 10TH ANNIVERSARY OF THE ALLIANCE FOR A HEALTHIER GENERATION, WHICH WAS CO-FOUNDED BY THE AMERICAN HEART ASSOCIATION AND THE WILLIAM J. CLINTON FOUNDATION TO ADDRESS CHILDHOOD OBESITY. - THE AMERICAN HEART ASSOCIATION CONTINUED ITS WORK AS A MEMBER ORGANIZATION WITH MILLION HEARTS, AN INITIATIVE LAUNCHED IN 2011 BY THE U.S. DEPARTMENT OF HEALTH AND HUMAN SERVICES TO PREVENT 1 MILLION HEART ATTACKS AND STROKES BY 2017. THROUGH MILLION HEARTS, THE AMERICAN HEART ASSOCIATION PROVIDES TECHNICAL AND PLANNING ASSISTANCE, HELPS DEVELOP COMMUNICATIONS AND PROMOTIONAL CAMPAIGNS, AND SHARE SCIENTIFIC RESOURCES AND RECOMMENDATIONS FOR THE CONTROL OF KEY RISK FACTORS SUCH AS HYPERTENSION.
4d Other program services (Describe in Schedule O.)
(Expenses $ 59,317,842 including grants of $ 5,456,307 ) (Revenue $ 36,644,468 )
4e Total program service expensesMediumBullet653,394,727
Form 990 (2015)
Form 990 (2015)
Page 3
Part IV
Checklist of Required Schedules
Yes
No
1
Is the organization described in section 501(c)(3) or 4947(a)(1) (other than a private foundation)? If "Yes," complete Schedule AClick to see attachment.....................
1
Yes
 
2
Is the organization required to complete Schedule B, Schedule of Contributors (see instructions)? Click to see attachment...
2
Yes
 
3
Did the organization engage in direct or indirect political campaign activities on behalf of or in opposition to candidates for public office? If "Yes," complete Schedule C, Part IClick to see attachment.............
3
 
No
4
Section 501(c)(3) organizations. Did the organization engage in lobbying activities, or have a section 501(h) election in effect during the tax year? If "Yes," complete Schedule C, Part IIClick to see attachment..............
4
Yes
 
5
Is the organization a section 501(c)(4), 501(c)(5), or 501(c)(6) organization that receives membership dues, assessments, or similar amounts as defined in Revenue Procedure 98-19? If "Yes," complete Schedule C, Part IIIClick to see attachment.................
5
 
No
6
Did the organization maintain any donor advised funds or any similar funds or accounts for which donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts? If "Yes," complete Schedule D, Part IClick to see attachment..................
6
 
No
7
Did the organization receive or hold a conservation easement, including easements to preserve open space,
the environment, historic land areas, or historic structures? If "Yes," complete Schedule D, Part IIClick to see attachment...
7
 
No
8
Did the organization maintain collections of works of art, historical treasures, or other similar assets? If "Yes," complete Schedule D, Part III Click to see attachment.............
8
 
No
9
Did the organization report an amount in Part X, line 21 for escrow or custodial account liability; serve as a custodian for amounts not listed in Part X; or provide credit counseling, debt management, credit repair, or debt negotiation services? If "Yes," complete Schedule D, Part IVClick to see attachment..............
9
 
No
10
Did the organization, directly or through a related organization, hold assets in temporarily restricted endowments, permanent endowments, or quasi-endowments? If "Yes," complete Schedule D, Part VClick to see attachment......
10
Yes
 
11
If the organization’s answer to any of the following questions is "Yes," then complete Schedule D, Parts VI, VII, VIII, IX, or X as applicable.
a
Did the organization report an amount for land, buildings, and equipment in Part X, line 10?
If "Yes," complete Schedule D, Part VI.Click to see attachment...................
11a
Yes
 
b
Did the organization report an amount for investments—other securities in Part X, line 12 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part VIIClick to see attachment.......
11b
 
No
c
Did the organization report an amount for investments—program related in Part X, line 13 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part VIIIClick to see attachment.......
11c
 
No
d
Did the organization report an amount for other assets in Part X, line 15 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part IXClick to see attachment............
11d
Yes
 
e
Did the organization report an amount for other liabilities in Part X, line 25? If "Yes," complete Schedule D, Part XClick to see attachment
11e
Yes
 
f
Did the organization’s separate or consolidated financial statements for the tax year include a footnote that addresses the organization’s liability for uncertain tax positions under FIN 48 (ASC 740)? If "Yes," complete Schedule D, Part XClick to see attachment
11f
Yes
 
12a
Did the organization obtain separate, independent audited financial statements for the tax year?
If "Yes," complete Schedule D, Parts XI and XII Click to see attachment.................
12a
Yes
 
b
Was the organization included in consolidated, independent audited financial statements for the tax year? If "Yes," and if the organization answered "No" to line 12a, then completing Schedule D, Parts XI and XII is optional Click to see attachment
12b
 
No
13
Is the organization a school described in section 170(b)(1)(A)(ii)? If "Yes," complete Schedule E
13
 
No
14a
Did the organization maintain an office, employees, or agents outside of the United States? .....
14a
Yes
 
b
Did the organization have aggregate revenues or expenses of more than $10,000 from grantmaking, fundraising, business, investment, and program service activities outside the United States, or aggregate foreign investments valued at $100,000 or more? If "Yes," complete Schedule F, Parts I and IV.........Click to see attachment
14b
Yes
 
15
Did the organization report on Part IX, column (A), line 3, more than $5,000 of grants or other assistance to or for any foreign organization? If “Yes,” complete Schedule F, Parts II and IV.....Click to see attachment
15
 
No
16
Did the organization report on Part IX, column (A), line 3, more than $5,000 of aggregate grants or other assistance to or for foreign individuals? If “Yes,” complete Schedule F, Parts III and IV...Click to see attachment
16
Yes
 
17
Did the organization report a total of more than $15,000 of expenses for professional fundraising services on Part IX, column (A), lines 6 and 11e? If "Yes," complete Schedule G, Part I (see instructions) ....Click to see attachment
17
Yes
 
18
Did the organization report more than $15,000 total of fundraising event gross income and contributions on Part VIII, lines 1c and 8a? If "Yes," complete Schedule G, Part II............ Click to see attachment
18
Yes
 
19
Did the organization report more than $15,000 of gross income from gaming activities on Part VIII, line 9a? If "Yes," complete Schedule G, Part III...................Click to see attachment
19
Yes
 
20a
Did the organization operate one or more hospital facilities? If "Yes," complete Schedule H....
20a
 
No
b
If "Yes" to line 20a, did the organization attach a copy of its audited financial statements to this return?
20b
 
 
Form 990 (2015)
Form 990 (2015)
Page 4
Part IV
Checklist of Required Schedules (continued)
21
Did the organization report more than $5,000 of grants or other assistance to any domestic organization or domestic government on Part IX, column (A), line 1? If “Yes,” complete Schedule I, Parts I and II.....Click to see attachment
21
Yes
 
22
Did the organization report more than $5,000 of grants or other assistance to or for domestic individuals on Part IX, column (A), line 2? If “Yes,” complete Schedule I, Parts I and III........Click to see attachment
22
Yes
 
23
Did the organization answer "Yes" to Part VII, Section A, line 3, 4, or 5 about compensation of the organization’s current and former officers, directors, trustees, key employees, and highest compensated employees? If "Yes," complete Schedule J....................... Click to see attachment
23
Yes
 
24a
Did the organization have a tax-exempt bond issue with an outstanding principal amount of more than $100,000 as of the last day of the year, that was issued after December 31, 2002? If “Yes,” answer lines 24b through 24d and complete Schedule K. If “No,” go to line 25a...............
24a
 
No
b
Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception?...
24b
 
 
c
Did the organization maintain an escrow account other than a refunding escrow at any time during the year
to defease any tax-exempt bonds? ...............
24c
 
 
d
Did the organization act as an "on behalf of" issuer for bonds outstanding at any time during the year?...
24d
 
 
25a
Section 501(c)(3), 501(c)(4), and 501(c)(29) organizations. Did the organization engage in an excess benefit transaction with a disqualified person during the year? If "Yes," complete Schedule L, Part I............
25a
 
No
b
Is the organization aware that it engaged in an excess benefit transaction with a disqualified person in a prior year, and that the transaction has not been reported on any of the organization’s prior Forms 990 or 990-EZ? If "Yes," complete Schedule L, Part I ...................
25b
 
No
26
Did the organization report any amount on Part X, line 5, 6, or 22 for receivables from or payables to any current or former officers, directors, trustees, key employees, highest compensated employees, or disqualified persons? If "Yes," complete Schedule L, Part II ................
26
 
No
27
Did the organization provide a grant or other assistance to an officer, director, trustee, key employee, substantial contributor or employee thereof, a grant selection committee member, or to a 35% controlled entity or family member of any of these persons? If "Yes," complete Schedule L, Part III.........
27
 
No
28
Was the organization a party to a business transaction with one of the following parties (see Schedule L, Part IV instructions for applicable filing thresholds, conditions, and exceptions):
a
A current or former officer, director, trustee, or key employee? If "Yes," complete Schedule L,
Part IV
........................
28a
 
No
b
A family member of a current or former officer, director, trustee, or key employee? If "Yes," complete Schedule L, Part IV.....................
28b
 
No
c
An entity of which a current or former officer, director, trustee, or key employee (or a family member thereof) was an officer, director, trustee, or direct or indirect owner? If "Yes," complete Schedule L, Part IV...
28c
 
No
29
Did the organization receive more than $25,000 in non-cash contributions? If "Yes," complete Schedule M..Click to see attachment
29
Yes
 
30
Did the organization receive contributions of art, historical treasures, or other similar assets, or qualified conservation contributions? If "Yes," complete Schedule M .............Click to see attachment
30
 
No
31
Did the organization liquidate, terminate, or dissolve and cease operations? If "Yes," complete Schedule N, Part I.
31
 
No
32
Did the organization sell, exchange, dispose of, or transfer more than 25% of its net assets? If "Yes," complete Schedule N, Part II ...........
32
 
No
33
Did the organization own 100% of an entity disregarded as separate from the organization under Regulations sections 301.7701-2 and 301.7701-3? If "Yes," complete Schedule R, Part I ........Click to see attachment
33
Yes
 
34
Was the organization related to any tax-exempt or taxable entity? If "Yes," complete Schedule R, Part II, III, or IV, and Part V, line 1.........................Click to see attachment
34
Yes
 
35a
Did the organization have a controlled entity within the meaning of section 512(b)(13)?
35a
Yes
 
b
If ‘Yes’ to line 35a, did the organization receive any payment from or engage in any transaction with a controlled entity within the meaning of section 512(b)(13)? If "Yes," complete Schedule R, Part V, line 2 ...Click to see attachment
35b
Yes
 
36
Section 501(c)(3) organizations. Did the organization make any transfers to an exempt non-charitable related organization? If "Yes," complete Schedule R, Part V, line 2............. Click to see attachment
36
 
No
37
Did the organization conduct more than 5% of its activities through an entity that is not a related organization and that is treated as a partnership for federal income tax purposes? If "Yes," complete Schedule R, Part VIClick to see attachment
37
 
No
38
Did the organization complete Schedule O and provide explanations in Schedule O for Part VI, lines 11b and 19? Note. All Form 990 filers are required to complete Schedule O. ............
38
Yes
 
Form 990 (2015)
Form 990 (2015)
Page 5
Part V
Statements Regarding Other IRS Filings and Tax Compliance
Check if Schedule O contains a response or note to any line in this Part V...........
Yes
No
1a
Enter the number reported in Box 3 of Form 1096 Enter -0- if not applicable ..
1a
3,479
b
Enter the number of Forms W-2G included in line 1a. Enter -0- if not applicable .
1b
4
c
Did the organization comply with backup withholding rules for reportable payments to vendors and reportable gaming (gambling) winnings to prize winners? ..................
1c
Yes
 
2a
Enter the number of employees reported on Form W-3, Transmittal of Wage and
Tax Statements, filed for the calendar year ending with or within the year covered by this return ..................
2a
4,378
b
If at least one is reported on line 2a, did the organization file all required federal employment tax returns?
Note. If the sum of lines 1a and 2a is greater than 250, you may be required to e-file (see instructions)
2b
Yes
 
3a
Did the organization have unrelated business gross income of $1,000 or more during the year?...
3a
Yes
 
b
If “Yes,” has it filed a Form 990-T for this year? If “No” to line 3b, provide an explanation in Schedule O...
3b
Yes
 
4a
At any time during the calendar year, did the organization have an interest in, or a signature or other authority over, a financial account in a foreign country (such as a bank account, securities account, or other financial account)? ..
4a
 
No
b
If "Yes," enter the name of the foreign country: MediumBullet
See instructions for filing requirements for FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR).
5a
Was the organization a party to a prohibited tax shelter transaction at any time during the tax year? ..
5a
 
No
b
Did any taxable party notify the organization that it was or is a party to a prohibited tax shelter transaction?
5b
 
No
c
If "Yes," to line 5a or 5b, did the organization file Form 8886-T? ............
5c
 
 
6a
Does the organization have annual gross receipts that are normally greater than $100,000, and did the organization solicit any contributions that were not tax deductible as charitable contributions? ...
6a
Yes
 
b
If "Yes," did the organization include with every solicitation an express statement that such contributions or gifts were not tax deductible? ......................
6b
Yes
 
7
Organizations that may receive deductible contributions under section 170(c).
a
Did the organization receive a payment in excess of $75 made partly as a contribution and partly for goods and services provided to the payor? ....................
7a
Yes
 
b
If "Yes," did the organization notify the donor of the value of the goods or services provided? .....
7b
Yes
 
c
Did the organization sell, exchange, or otherwise dispose of tangible personal property for which it was required to file Form 8282? .........................
7c
 
No
d
If "Yes," indicate the number of Forms 8282 filed during the year ....
7d
 
e
Did the organization receive any funds, directly or indirectly, to pay premiums on a personal benefit contract?
7e
 
No
f
Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ..
7f
 
No
g
If the organization received a contribution of qualified intellectual property, did the organization file Form 8899 as required? ......................
7g
 
 
h
If the organization received a contribution of cars, boats, airplanes, or other vehicles, did the organization file a Form 1098-C? ..........................
7h
Yes
 
8
Sponsoring organizations maintaining donor advised funds.
Did a donor advised fund maintained by the sponsoring organization have excess business holdings at any time during the year? .........................
8
 
 
9a
Did the sponsoring organization make any taxable distributions under section 4966?...
9a
 
 
b
Did the sponsoring organization make a distribution to a donor, donor advisor, or related person?...
9b
 
 
10
Section 501(c)(7) organizations. Enter:
a
Initiation fees and capital contributions included on Part VIII, line 12 ...
10a
 
b
Gross receipts, included on Form 990, Part VIII, line 12, for public use of club facilities
10b
 
11
Section 501(c)(12) organizations. Enter:
a
Gross income from members or shareholders .........
11a
 
b
Gross income from other sources (Do not net amounts due or paid to other sources against amounts due or received from them.) ..........
11b
 
12a
Section 4947(a)(1) non-exempt charitable trusts. Is the organization filing Form 990 in lieu of Form 1041?
12a
 
 
b
If "Yes," enter the amount of tax-exempt interest received or accrued during the year.
12b
 
13
Section 501(c)(29) qualified nonprofit health insurance issuers.
a
Is the organization licensed to issue qualified health plans in more than one state?
Note.
See the instructions for additional information the organization must report on Schedule O.
13a
 
 
b
Enter the amount of reserves the organization is required to maintain by the states in which the organization is licensed to issue qualified health plans ....
13b
 
c
Enter the amount of reserves on hand ............
13c
 
14a
Did the organization receive any payments for indoor tanning services during the tax year?.....
14a
 
No
b
If "Yes," has it filed a Form 720 to report these payments? If "No," provide an explanation in Schedule O..
14b
 
 
Form 990 (2015)
Form 990 (2015)
Page 6
Part VI
Governance, Management, and Disclosure For each "Yes" response to lines 2 through 7b below, and for a "No" response to lines 8a, 8b, or 10b below, describe the circumstances, processes, or changes in Schedule O. See instructions.
Check if Schedule O contains a response or note to any line in this Part VI ..............
Section A. Governing Body and Management
Yes
No
1a
Enter the number of voting members of the governing body at the end of the tax year
1a
22
If there are material differences in voting rights among members of the governing body, or if the governing body delegated broad authority to an executive committee or similar committee, explain in Schedule O.
b
Enter the number of voting members included in line 1a, above, who are independent
1b
22
2
Did any officer, director, trustee, or key employee have a family relationship or a business relationship with any other officer, director, trustee, or key employee? .................
2
 
No
3
Did the organization delegate control over management duties customarily performed by or under the direct supervision of officers, directors or trustees, or key employees to a management company or other person? .
3
 
No
4
Did the organization make any significant changes to its governing documents since the prior Form 990 was filed? ...........................
4
 
No
5
Did the organization become aware during the year of a significant diversion of the organization’s assets? .
5
 
No
6
Did the organization have members or stockholders? ................
6
 
No
7a
Did the organization have members, stockholders, or other persons who had the power to elect or appoint one or more members of the governing body? ....................
7a
 
No
b
Are any governance decisions of the organization reserved to (or subject to approval by) members, stockholders, or persons other than the governing body? ...................
7b
 
No
8
Did the organization contemporaneously document the meetings held or written actions undertaken during the year by the following:
a
The governing body? .......................
8a
Yes
 
b
Each committee with authority to act on behalf of the governing body? ............
8b
Yes
 
9
Is there any officer, director, trustee, or key employee listed in Part VII, Section A, who cannot be reached at the organization’s mailing address? If "Yes," provide the names and addresses in Schedule O.......
9
 
No
Section B. Policies (This Section B requests information about policies not required by the Internal Revenue Code.)
Yes
No
10a
Did the organization have local chapters, branches, or affiliates? ............
10a
Yes
 
b
If "Yes," did the organization have written policies and procedures governing the activities of such chapters, affiliates, and branches to ensure their operations are consistent with the organization's exempt purposes?
10b
Yes
 
11a
Has the organization provided a complete copy of this Form 990 to all members of its governing body before filing the form? ............................
11a
Yes
 
b
Describe in Schedule O the process, if any, used by the organization to review this Form 990. .....
12a
Did the organization have a written conflict of interest policy? If "No," go to line 13.......
12a
Yes
 
b
Were officers, directors, or trustees, and key employees required to disclose annually interests that could give rise to conflicts? ..........................
12b
Yes
 
c
Did the organization regularly and consistently monitor and enforce compliance with the policy? If "Yes," describe in Schedule O how this was done...................
12c
Yes
 
13
Did the organization have a written whistleblower policy? ...............
13
Yes
 
14
Did the organization have a written document retention and destruction policy? .........
14
Yes
 
15
Did the process for determining compensation of the following persons include a review and approval by independent persons, comparability data, and contemporaneous substantiation of the deliberation and decision?
a
The organization’s CEO, Executive Director, or top management official ...........
15a
Yes
 
b
Other officers or key employees of the organization ................
15b
Yes
 
If "Yes" to line 15a or 15b, describe the process in Schedule O (see instructions).
16a
Did the organization invest in, contribute assets to, or participate in a joint venture or similar arrangement with a taxable entity during the year? ......................
16a
 
No
b
If "Yes," did the organization follow a written policy or procedure requiring the organization to evaluate its participation in joint venture arrangements under applicable federal tax law, and take steps to safeguard the organization’s exempt status with respect to such arrangements? ............
16b
 
 
Section C. Disclosure
17
List the States with which a copy of this Form 990 is required to be filedMediumBullet
MD , ME , MI , MN , MS , NC , ND , NH , NJ , NM , NY , OH , OR , OK , PA , RI , SC , TN , UT , VA , WA , WI , WV , AK , AL , AR , CA , CT , FL , GA , HI , IL , IN , KS , KY , LA , MA
18
Section 6104 requires an organization to make its Form 1023 (or 1024 if applicable), 990, and 990-T (501(c)(3)s only) available for public inspection. Indicate how you made these available. Check all that apply.
19
Describe in Schedule O whether (and if so, how) the organization made its governing documents, conflict of interest policy, and financial statements available to the public during the tax year.
20
State the name, address, and telephone number of the person who possesses the organization's books and records:
MediumBulletCYNTHIA ROBERTS CFO7272 GREENVILLE AVENUE   DALLAS,TX75231 (214) 373-6300
Form 990 (2015)
Form 990 (2015)
Page 7
Part VII
Compensation of Officers, Directors,Trustees, Key Employees, Highest Compensated Employees, and Independent Contractors
Check if Schedule O contains a response or note to any line in this Part VII ..............
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees
1a Complete this table for all persons required to be listed. Report compensation for the calendar year ending with or within the organization’s tax year.
RoundBullet List all of the organization’s current officers, directors, trustees (whether individuals or organizations), regardless of amount
of compensation. Enter -0- in columns (D), (E), and (F) if no compensation was paid.

RoundBullet List all of the organization’s current key employees, if any. See instructions for definition of "key employee."
RoundBullet List the organization’s five current highest compensated employees (other than an officer, director, trustee or key employee)
who received reportable compensation (Box 5 of Form W-2 and/or Box 7 of Form 1099-MISC) of more than $100,000 from the
organization and any related organizations.

RoundBullet List all of the organization’s former officers, key employees, or highest compensated employees who received more than $100,000
of reportable compensation from the organization and any related organizations.

RoundBullet List all of the organization’s former directors or trustees that received, in the capacity as a former director or trustee of the
organization, more than $10,000 of reportable compensation from the organization and any related organizations.

List persons in the following order: individual trustees or directors; institutional trustees; officers; key employees; highest
compensated employees; and former such persons.
Check this box if neither the organization nor any related organization compensated any current officer, director, or trustee.
(A)
Name and Title
(B)
Average hours per week (list any hours for related organizations below dotted line)
(C)
Position (do not check more than one box, unless person is both an officer and a director/trustee)
(D)
Reportable compensation from the organization (W- 2/1099-MISC)
(E)
Reportable compensation from related organizations (W- 2/1099-MISC)
(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; OfficerInd; Key Employee; Highest compensated employee; FormerOfcrDirectorTrusteeInd;
(1) ALVIN L ROYSE JD CPA......................................................................
CHAIRMAN OF THE BOARD
7.00
.................
 
X   X       0 0 0
(2) JAMES J POSTL......................................................................
CHAIRMAN-ELECT
5.00
.................
 
X           0 0 0
(3) BERNARD P DENNIS......................................................................
IMMEDIATE PAST CHAIRMAN
4.00
.................
 
X           0 0 0
(4) MARK A CREAGER MD FAHA......................................................................
PRESIDENT
8.00
.................
 
X   X       0 0 0
(5) ELLIOTT M ANTMAN MD FAHA......................................................................
IMMEDIATE PAST PRESIDENT
5.00
.................
 
X           0 0 0
(6) STEVEN R HOUSER PHD FAHA......................................................................
PRESIDENT-ELECT
5.00
.................
 
X           0 0 0
(7) RAYMOND P VARA JR......................................................................
TREASURER
6.00
.................
 
X   X       0 0 0
(8) MARY ANN BAUMAN MD......................................................................
BOARD MEMBER
3.00
.................
 
X           0 0 0
(9) IVOR BENJAMIN MD FAHA FACC......................................................................
BOARD MEMBER
3.00
.................
 
X           0 0 0
(10) MARY CUSHMAN MD MS FAHA......................................................................
BOARD MEMBER
3.00
.................
 
X           0 0 0
(11) MITCHELL SV ELKINDMD MS......................................................................
BOARD MEMBER
3.00
.................
 
X           0 0 0
(12) LINDA GOODEN......................................................................
BOARD MEMBER
3.00
.................
 
X           0 0 0
(13) RON W HADDOCK......................................................................
BOARD MEMBER
3.00
.................
 
X           0 0 0
(14) ROBERT A HARRINGTON MD FAHA......................................................................
BOARD MEMBER
3.00
.................
 
X           0 0 0
(15) MARSHA JONES......................................................................
BOARD MEMBER
3.00
.................
 
X           0 0 0
(16) WILLIE EDWARD LAWRENCE JR MD......................................................................
BOARD MEMBER
3.00
.................
 
X           0 0 0
(17) PEGUI MARIDUENA CMC MBA......................................................................
BOARD MEMBER
3.00
.................
 
X           0 0 0
Form 990 (2015)
Form 990 (2015)
Page 8
Part VII
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees (continued)
(A)
Name and Title
(B)
Average hours per week (list any hours for related organizations below dotted line)
(C)
Position (do not check more than one box, unless person is both an officer and a director/trustee)
(D)
Reportable compensation from the organization (W- 2/1099-MISC)
(E)
Reportable compensation from related organizations (W- 2/1099-MISC)
(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; OfficerInd; Key Employee; Highest compensated employee; FormerOfcrDirectorTrusteeInd;
(18) DAVID L SCHLOTTERBECK........................................................................
BOARD MEMBER
3.00
.......................  
X           0 0 0
(19) BERTRAM L SCOTT........................................................................
BOARD MEMBER
3.00
.......................  
X           0 0 0
(20) DAVID A SPINA........................................................................
BOARD MEMBER
3.00
.......................  
X           0 0 0
(21) BERNARD J TYSON........................................................................
BOARD MEMBER
3.00
.......................  
X           0 0 0
(22) JOHN J WARNER MD........................................................................
BOARD MEMBER
3.00
.......................  
X           0 0 0
(23) NANCY BROWN........................................................................
CHIEF EXECUTIVE OFFICER
38.00
.......................  
    X       1,782,091 0 130,451
(24) SUNDER JOSHI........................................................................
CHIEF ADMINISTRATIVE OFFICER
38.00
.......................  
    X       548,953 0 69,479
(25) LYNNE DARROUZET........................................................................
EVP - CORP SEC/GENERAL COUNSEL
38.00
.......................  
    X       311,083 0 51,726
(26) CYNTHIA ROBERTS........................................................................
CHIEF FINANCIAL OFFICER
38.00
.......................  
    X       282,702 0 44,753
(27) ROSE MARIE ROBERTSON........................................................................
CHIEF SCIENCE & MEDICAL OFFICER
38.00
.......................  
      X     621,812 0 47,534
(28) MEIGHAN GIRGUS........................................................................
CHIEF MARKETING & PROGRAMS OFFICER
38.00
.......................  
      X     544,604 0 57,968
(29) LESLIE UPTON........................................................................
CHIEF OPERATING OFFICER
38.00
.......................  
      X     533,324 0 63,656
(30) JOHN J MEINERS........................................................................
CHIEF OF MISSION ALIGNED BUSINESSES
38.00
.......................  
      X     438,044 0 63,210
(31) KATHLEEN ROGERS........................................................................
AFFILIATE EVP
38.00
.......................  
        X   541,995 0 75,897
(32) MIDGE EPSTEIN........................................................................
AFFILIATE EVP
38.00
.......................  
        X   554,466 0 55,764
(33) DAVID MARKIEWICZ........................................................................
AFFILIATE EVP
38.00
.......................  
        X   517,826 0 68,859
(34) KEVIN HARKER........................................................................
AFFILIATE EVP
38.00
.......................  
        X   490,249 0 74,393
(35) NICOLE SAPIO........................................................................
AFFILIATE EVP
38.00
.......................  
        X   412,805 0 59,730
1b Sub-Total................MediumBullet
c Total from continuation sheets to Part VII, Section A....MediumBullet
d Total (add lines 1b and 1c)...........MediumBullet 7,579,954 0 863,420
2
Total number of individuals (including but not limited to those listed above) who received more than $100,000 of reportable compensation from the organization MediumBullet445
Yes
No
3
Did the organization list any former officer, director or trustee, key employee, or highest compensated employee on line 1a? If "Yes," complete Schedule J for such individual ..............
3
 
No
4
For any individual listed on line 1a, is the sum of reportable compensation and other compensation from the organization and related organizations greater than $150,000? If "Yes," complete Schedule J for such
individual
...........................
4
Yes
 
5
Did any person listed on line 1a receive or accrue compensation from any unrelated organization or individual for services rendered to the organization? If "Yes," complete Schedule J for such person ........
5
 
No
Section B. Independent Contractors
1
Complete this table for your five highest compensated independent contractors that received more than $100,000 of compensation from the organization. Report compensation for the calendar year ending with or within the organization’s tax year.
(A)
Name and business address
(B)
Description of services
(C)
Compensation
FREEMAN EXPOSITIONS INC

1600 VICEROY DRIVE SUITE 100
DALLAS,TX75235
AUDIO-VIDEO SERVICES 5,646,339
SLINGSHOT LLC

208 NORTH MARKET STREET SUITE 500
DALLAS,TX75202
DIGITAL MEDIA 4,911,296
DANIEL J EDELMAN

21992 NETWORK PLACE
CHICAGO,IL60673
PUBLIC RELATIONS 2,804,350
INFOCISION MANAGEMENT

325 SPRINGSIDE DRIVE
AKRON,OH44333
TELEPHONE MARKETING 2,611,675
BRIGHAM & WOMENS PHYSICIANS ORG

PO BOX 3684
BOSTON,MA02441
EDITORIAL SERVICES 2,145,603
2
Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization MediumBullet159
Form 990 (2015)
Form 990 (2015)
Page 9
Part VIII
Statement of Revenue
Check if Schedule O contains a response or note to any line in this Part VIII .............
(A)
Total revenue
(B)
Related or
exempt
function
revenue
(C)
Unrelated
business
revenue
(D)
Revenue
excluded from
tax under sections
512-514
Contributions, Gifts, GrantAmt and OtherAmt Similar Amounts 1a Federated campaigns..1a 4,268,947
b Membership dues..1b  
c Fundraising events..1c 357,127,751
d Related organizations1d  
e Government grants (contributions)1e 9,922,373
f All other contributions, gifts, grants, and similar amounts not included above1f 321,774,969
g Noncash contributions included in lines 1a-1f:$ 73,125,201
h Total.Add lines 1a-1f.......MediumBullet 693,094,040
 Program Service RevenueAmt Business Code
2a CONFERENCES & SEMINARS 900099 26,008,445 26,008,445    
b MEMBERSHIP DUES 900099 3,564,645 3,564,645    
c
d
e
f All other program service revenue.        
g Total.Add lines 2a–2f.....MediumBullet 29,573,090
 OtherAmt RevenueAmt 3 Investment income (including dividends, interest, and othersimilar amounts) ..........MediumBullet 18,709,503   -40,012 18,749,515
4 Income from investment of tax-exempt bond proceedsMediumBullet        
5 Royalties...........MediumBullet 17,991,670     17,991,670
(ii) Personal (i) Real
6a Gross rents   1,232,546
b Less: rental expenses   136,133
c Rental income or (loss)   1,096,413
d Net rental income or (loss)......MediumBullet 1,096,413     1,096,413
(ii) Other (i) Securities
7a Gross amount from sales of assets other than inventory 500 384,525,503
b Less: cost or other basis and sales expenses 7,618 383,515,406
c Gain or (loss) -7,118 1,010,097
d Net gain or (loss).....MediumBullet 1,002,979     1,002,979
8a Gross income from fundraising events (not including $ 357,127,751of contributions reported on line 1c). See Part IV, line 18 ....
a 19,438,018
b Less: direct expenses ...b 42,890,708
c Net income or (loss) from fundraising events..MediumBullet -23,452,690   -23,452,690
9a Gross income from gaming activities.
See Part IV, line 19 ...
a 157,615
b Less: direct expenses ...b 1,488
c Net income or (loss) from gaming activities..MediumBullet 156,127   22,926 133,201
10a Gross sales of inventory, less
returns and allowances ..
a 136,024,672
b Less: cost of goods sold ..b 42,078,621
c Net income or (loss) from sales of inventory..MediumBullet 93,946,051 93,946,051    
Business Code Miscellaneous Revenue
11a OTHER REVENUE 900099 4,738,557 4,702,747 35,810  
b CHANGE IN VALUE OF SPL 900099 -3,009,127 -3,009,127    
c LOSS ON UNCOLLECTIBLE 900099 -3,467,190 -3,467,190    
d All other revenue ....        
e Total. Add lines 11a–11d ...... MediumBullet -1,737,760
12 Total revenue. See Instructions......MediumBullet 830,379,423 121,745,571 18,724 15,521,088
Form 990 (2015)
Form 990 (2015)
Page 10
Part IX
Statement of Functional Expenses
Section 501(c)(3) and 501(c)(4) organizations must complete all columns. All other organizations must complete column (A).Check if Schedule O contains a response or note to any line in this Part IX ..............
Do not include amounts reported on lines 6b,
7b, 8b, 9b, and 10b of Part VIII.
(A)
Total expenses
(B)
Program service expenses
(C)
Management and general expenses
(D)
Fundraising expenses
1 Grants and other assistance to domestic organizations and domestic governments. See Part IV, line 21 169,745,708 169,745,708
2 Grants and other assistance to individuals in the United States. See Part IV, line 22 349,561 349,561
3 Grants and other assistance to governments, organizations, and individuals outside the United States. See Part IV, lines 15 and 16 82,182 82,182
4 Benefits paid to or for members    
5 Compensation of current officers, directors, trustees, and key employees .... 5,829,858   5,829,858  
6 Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) ....        
7 Other salaries and wages 263,631,319 189,743,245 28,237,317 45,650,757
8 Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) .... 20,554,506 14,590,889 2,334,219 3,629,398
9 Other employee benefits ....... 27,855,895 19,882,453 3,156,286 4,817,156
10 Payroll taxes ........... 19,853,478 14,140,201 2,433,017 3,280,260
11 Fees for services (non-employees):        
a Management ......        
b Legal ......... 1,066,450 518,730 384,997 162,723
c Accounting ........... 1,031,897   1,031,897  
d Lobbying ........... 6,071,589 6,071,589    
e Professional fundraising services. See Part IV, line 17 3,449,683 3,449,683
f Investment management fees ...... 1,726,093   1,726,093  
g Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O) 52,413,465 51,406,666 618,912 387,887
12 Advertising and promotion .... 7,310,484 7,310,484    
13 Office expenses ....... 115,340,759 96,514,692 3,747,668 15,078,399
14 Information technology ...... 18,268,039 15,450,900 1,042,394 1,774,745
15 Royalties ..        
16 Occupancy ........... 16,543,294 12,360,011 1,676,447 2,506,836
17 Travel ............ 26,786,278 17,320,836 3,537,947 5,927,495
18 Payments of travel or entertainment expenses for any federal, state, or local public officials .        
19 Conferences, conventions, and meetings .... 25,509,816 21,573,576 1,411,943 2,524,297
20 Interest ........... 54,760   54,760  
21 Payments to affiliates .......        
22 Depreciation, depletion, and amortization .. 11,372,978 8,692,634 1,313,688 1,366,656
23 Insurance ... 1,456,228 580,773 825,626 49,829
24 Other expenses. Itemize expenses not covered above (List miscellaneous expenses in line 24e. If line 24e amount exceeds 10% of line 25, column (A) amount, list line 24e expenses on Schedule O.)
a OTHER EXPENSES 15,153,860 7,059,597 2,888,617 5,205,646
b UBI TAX 2,713   2,713  
c
d
e All other expenses        
25 Total functional expenses. Add lines 1 through 24e 811,460,893 653,394,727 62,254,399 95,811,767
26 Joint costs. Complete this line only if the organization reported in column (B) joint costs from a combined educational campaign and fundraising solicitation. Check here MediumBullet if following SOP 98-2 (ASC 958-720). 217,375,804 139,457,872 26,266,919 51,651,013
Form 990 (2015)
Form 990 (2015)
Page 11
Part X
Balance Sheet
Check if Schedule O contains a response or note to any line in this Part IX ..............
(A)
Beginning of year
(B)
End of year
Assets 1 Cash–non-interest-bearing ........ 21,163,825 1 73,676,253
2 Savings and temporary cash investments ......... 2,210,133 2 7,934,013
3 Pledges and grants receivable, net ...... 177,438,732 3 220,404,964
4 Accounts receivable, net ............. 16,143,788 4 36,324,860
5 Loans and other receivables from current and former officers, directors, trustees, key employees, and highest compensated employees. Complete Part II of Schedule L
  5  
6 Loans and other receivables from other disqualified persons (as defined under section 4958(f)(1)), persons described in section 4958(c)(3)(B), and contributing employers and sponsoring organizations of section 501(c)(9) voluntary employees' beneficiary organizations (see instructions) Complete Part II of Schedule L
  6  
7 Notes and loans receivable, net ....   7  
8 Inventories for sale or use ........ 4,250,605 8 6,604,546
9 Prepaid expenses and deferred charges ...... 12,660,866 9 15,316,026
10a Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D 10a 210,747,692
b Less: accumulated depreciation 10b 141,322,445 70,044,496 10c 69,425,247
11 Investments—publicly traded securities . 764,668,930 11 689,416,416
12 Investments—other securities. See Part IV, line 11 ..... 3,357,524 12 3,348,535
13 Investments—program-related. See Part IV, line 11 ..   13  
14 Intangible assets ...............   14  
15 Other assets. See Part IV, line 11 ........... 219,127,178 15 203,996,691
16 Total assets. Add lines 1 through 15 (must equal line 34)... 1,291,066,077 16 1,326,447,551
Liabilities 17 Accounts payable and accrued expenses ..... 71,261,297 17 77,380,164
18 Grants payable ... 288,044,259 18 315,572,722
19 Deferred revenue ......... 6,827,249 19 9,085,392
20 Tax-exempt bond liabilities ......... 835,000 20 640,000
21 Escrow or custodial account liability. Complete Part IV of Schedule D   21  
22 Loans and other payables to current and former officers, directors, trustees, key employees, highest compensated employees, and disqualified
persons. Complete Part II of Schedule L..   22  
23 Secured mortgages and notes payable to unrelated third parties ..   23  
24 Unsecured notes and loans payable to unrelated third parties ..   24  
25 Other liabilities (including federal income tax, payables to related third parties, and other liabilities not included on lines 17-24). Complete Part X of Schedule D 35,900,329 25 34,358,782
26 Total liabilities. Add lines 17 through 25.. 402,868,134 26 437,037,060
Net Assets or Fund Balance Organizations that follow SFAS 117 (ASC 958), check here MediumBullet and complete lines 27 through 29, and lines 33 and 34.
27 Unrestricted net assets 405,837,459 27 381,637,135
28 Temporarily restricted net assets ........... 291,510,194 28 325,573,049
29 Permanently restricted net assets 190,850,290 29 182,200,307
Organizations that do not follow SFAS 117 (ASC 958), check here MediumBullet and complete lines 30 through 34.
30 Capital stock or trust principal, or current funds .....   30  
31 Paid-in or capital surplus, or land, building or equipment fund ...   31  
32 Retained earnings, endowment, accumulated income, or other funds   32  
33 Total net assets or fund balances ........... 888,197,943 33 889,410,491
34 Total liabilities and net assets/fund balances ........ 1,291,066,077 34 1,326,447,551
Form 990 (2015)
Form 990 (2015)
Page 12
Part XI
Reconcilliation of Net Assets
Check if Schedule O contains a response or note to any line in this Part XI ..............
1
Total revenue (must equal Part VIII, column (A), line 12) ............
1
830,379,423
2
Total expenses (must equal Part IX, column (A), line 25) ............
2
811,460,893
3
Revenue less expenses. Subtract line 2 from line 1 ..............
3
18,918,530
4
Net assets or fund balances at beginning of year (must equal Part X, line 33, column (A)) ..
4
888,197,943
5
Net unrealized gains (losses) on investments ...............
5
-17,466,019
6
Donated services and use of facilities .................
6
 
7
Investment expenses .....................
7
 
8
Prior period adjustments .....................
8
 
9
Other changes in net assets or fund balances (explain in Schedule O) ........
9
-239,963
10
Net assets or fund balances at end of year. Combine lines 3 through 9 (must equal Part X, line 33, column (B))
10
889,410,491
Part XII
Financial Statements and Reporting
Check if Schedule O contains a response or note to any line in this Part XII .............
Yes
No
1
Accounting method used to prepare the Form 990:  
If the organization changed its method of accounting from a prior year or checked "Other," explain in
Schedule O.
2a
Were the organization’s financial statements compiled or reviewed by an independent accountant?
2a
 
No
If ‘Yes,’ check a box below to indicate whether the financial statements for the year were compiled or reviewed on a separate basis, consolidated basis, or both:
b
Were the organization’s financial statements audited by an independent accountant?
2b
Yes
 
If ‘Yes,’ check a box below to indicate whether the financial statements for the year were audited on a separate basis, consolidated basis, or both:
c
If "Yes," to line 2a or 2b, does the organization have a committee that assumes responsibility for oversight of the audit, review, or compilation of its financial statements and selection of an independent accountant?
2c
Yes
 
If the organization changed either its oversight process or selection process during the tax year, explain in Schedule O.
3a
As a result of a federal award, was the organization required to undergo an audit or audits as set forth in the Single Audit Act and OMB Circular A-133?
3a
Yes
 
b
If "Yes," did the organization undergo the required audit or audits? If the organization did not undergo the required audit or audits, explain why in Schedule O and describe any steps taken to undergo such audits.
3b
Yes
 
Form 990 (2015)
Form 990 (2015)
Additional Data


Software ID:  
Software Version:  
Form 990, Special Condition Description:
Special Condition Description
SCHEDULE A
(Form 990 or 990EZ)

Department of the Treasury
Internal Revenue Service
Public Charity Status and Public Support
Complete if the organization is a section 501(c)(3) organization or a section 4947(a)(1) nonexempt charitable trust.
right arrow Attach to Form 990 or Form 990-EZ.
right arrow Information about Schedule A (Form 990 or 990-EZ) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2015
Open to Public
Inspection
Name of the organization
AMERICAN HEART ASSOCIATION INC
 
Employer identification number

13-5613797
Part I
Reason for Public Charity Status (All organizations must complete this part.) See instructions.
The organization is not a private foundation because it is: (For lines 1 through 11, check only one box.)
1
2
3
4


5
6
7
8
9
10
11
a
b
c
d
e
f
Enter the number of supported organizations ..............  

g
Provide the following information about the supported organization(s).
(i)Name of supported organization (ii) EIN (iii) Type of organization (described on lines 1- 9 above (see instructions)) (iv) Is the organization listed in your governing document? (v) Amount of monetary support (see instructions) (vi) Amount of other support (see instructions)
Yes No
Total      

For Paperwork Reduction Act Notice, see the Instructions for
Form 990 or 990-EZ.
Cat. No. 11285F
Schedule A (Form 990 or 990-EZ) 2015

Schedule A (Form 990 or 990-EZ) 2015
Page 2
Part II
Support Schedule for Organizations Described in Sections 170(b)(1)(A)(iv) and 170(b)(1)(A)(vi)
(Complete only if you checked the box on line 5, 7, or 8 of Part I or if the organization failed to qualify under Part III. If the organization fails to qualify under the tests listed below, please complete Part III.)
Section A. Public Support
Calendar year (or fiscal year beginning in) right arrow (a) 2011 (b) 2012 (c) 2013 (d) 2014 (e) 2015 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any unusual grants.) .... 532,997,854 523,882,707 569,646,207 653,927,887 696,658,685 2,977,113,340
2 Tax revenues levied for the organization's benefit and either paid to or expended on its behalf.......            
3 The value of services or facilities furnished by a governmental unit to the organization without charge..            
4 Total. Add lines 1 through 3 532,997,854 523,882,707 569,646,207 653,927,887 696,658,685 2,977,113,340
5 The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included on line 1 that exceeds 2% of the amount shown on line 11, column (f).. 169,841,657
6 Public support. Subtract line 5 from line 4. 2,807,271,683
Section B. Total Support
Calendar year (or fiscal year beginning in) right arrow (a) 2011 (b) 2012 (c) 2013 (d) 2014 (e) 2015 (f) Total
7 Amounts from line 4.. 532,997,854 523,882,707 569,646,207 653,927,887 696,658,685 2,977,113,340
8 Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources... 41,572,085 43,394,143 46,072,477 41,116,248 37,973,731 210,128,684
9 Net income from unrelated business activities, whether or not the business is regularly carried on..            
10 Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.)..   1,571,360 6,940,615 447,664   8,959,639
11 Total support. Add lines 7 through 10. 3,196,201,663
12
12
568,055,031
13
First five years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a section 501(c)(3) organization, check this box and stop here........................................right arrow
Section C. Computation of Public Support Percentage
14
14
87.830 %
15
15
87.240 %
16a
b
17a
b
18
Private foundation. If the organization did not check a box on line 13, 16a, 16b, 17a, or 17b, check this box and see
instructions ..................................................... right arrow
Schedule A (Form 990 or 990-EZ) 2015

Schedule A (Form 990 or 990-EZ) 2015
Page 3
Part III
Support Schedule for Organizations Described in Section 509(a)(2)
(Complete only if you checked the box on line 9 of Part I or if the organization failed to qualify under Part II. If the organization fails to qualify under the tests listed below, please complete Part II.)
Section A. Public Support
Calendar year (or fiscal year beginning in) right arrow (a) 2011 (b) 2012 (c) 2013 (d) 2014 (e) 2015 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .            
2 Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose......            
3 Gross receipts from activities that are not an unrelated trade or business under section 513...            
4 Tax revenues levied for the organization's benefit and either paid to or expended on its behalf...            
5 The value of services or facilities furnished by a governmental unit to the organization without charge..            
6 Total. Add lines 1 through 5.            
7a Amounts included on lines 1, 2, and 3 received from disqualified persons...            
b Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year.            
c Add lines 7a and 7b..            
8 Public support. (Subtract line 7c from line 6.)  
Section B. Total Support
Calendar year (or fiscal year beginning in) right arrow (a) 2011 (b) 2012 (c) 2013 (d) 2014 (e) 2015 (f) Total
9 Amounts from line 6...            
10a Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources..            
b Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975.            
c Add lines 10a and 10b.            
11 Net income from unrelated business activities not included in line 10b, whether or not the business is regularly carried on.            
12 Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.) ..            
13 Total support. (Add lines 9, 10c, 11, and 12.)..            
14
Section C. Computation of Public Support Percentage
15
15
 
16
16
 
Section D. Computation of Investment Income Percentage
17
17
 
18
18
 
19a
b
20
Schedule A (Form 990 or 990-EZ) 2015

Schedule A (Form 990 or 990-EZ) 2015
Page 4
Part IV
Supporting Organizations
(Complete only if you checked a box on line 11 of Part I. If you checked 11a of Part I, complete Sections A and B. If you checked 11b of Part I, complete Sections A and C. If you checked 11c of Part I, complete Sections A, D, and E. If you checked 11d of Part I, complete Sections A and D, and complete Part V.)
Section A. All Supporting Organizations
Yes
No
1
Are all of the organization’s supported organizations listed by name in the organization’s governing documents?
If "No," describe in Part VI how the supported organizations are designated. If designated by class or purpose,
describe the designation. If historic and continuing relationship, explain.
1
 
 
2
Did the organization have any supported organization that does not have an IRS determination of status under section 509(a)(1) or (2)? If "Yes," explain in Part VI how the organization determined that the supported organization was described in section 509(a)(1) or (2).
2
 
 
3a
Did the organization have a supported organization described in section 501(c)(4), (5), or (6)? If "Yes," answer (b) and (c) below.
3a
 
 
b
Did the organization confirm that each supported organization qualified under section 501(c)(4), (5), or (6) and satisfied the public support tests under section 509(a)(2)? If "Yes," describe in Part VI when and how the organization made the determination.
3b
 
 
c
Did the organization ensure that all support to such organizations was used exclusively for section 170(c)(2)(B) purposes? If "Yes," explain in Part VI what controls the organization put in place to ensure such use.
3c
 
 
4a
Was any supported organization not organized in the United States ("foreign supported organization")? If “Yes” and if you checked 11a or 11b in Part I, answer (b) and (c) below.
4a
 
 
b
Did the organization have ultimate control and discretion in deciding whether to make grants to the foreign supported organization? If “Yes,” describe in Part VI how the organization had such control and discretion despite being controlled or supervised by or in connection with its supported organizations.
4b
 
 
c
Did the organization support any foreign supported organization that does not have an IRS determination under sections 501(c)(3) and 509(a)(1) or (2)? If “Yes,” explain in Part VI what controls the organization used to ensure that all support to the foreign supported organization was used exclusively for section 170(c)(2)(B) purposes.
4c
 
 
5a
Did the organization add, substitute, or remove any supported organizations during the tax year? If “Yes,” answer (b) and (c) below (if applicable). Also, provide detail in Part VI, including (i) the names and EIN numbers of the supported organizations added, substituted, or removed; (ii) the reasons for each such action; (iii) the authority under the organization's organizing document authorizing such action; and (iv) how the action was accomplished (such as by amendment to the organizing document).
5a
 
 
b
Type I or Type II only. Was any added or substituted supported organization part of a class already designated in the organization's organizing document?
5b
 
 
c
Substitutions only. Was the substitution the result of an event beyond the organization's control?
5c
 
 
6
Did the organization provide support (whether in the form of grants or the provision of services or facilities) to anyone other than (i) its supported organizations, (ii) individuals that are part of the charitable class benefited by one or more of its supported organizations, or (iii) other supporting organizations that also support or benefit one or more of the filing organization’s supported organizations? If “Yes,” provide detail in Part VI.
6
 
 
7
Did the organization provide a grant, loan, compensation, or other similar payment to a substantial contributor (defined in section 4958(c)(3)(C)), a family member of a substantial contributor, or a 35% controlled entity with regard to a substantial contributor? If “Yes,” complete Part I of Schedule L (Form 990 or 990-EZ) .
7
 
 
8
Did the organization make a loan to a disqualified person (as defined in section 4958) not described in line 7? If “Yes,” complete Part I of Schedule L (Form 990 or 990-EZ).
8
 
 
9a
Was the organization controlled directly or indirectly at any time during the tax year by one or more disqualified persons as defined in section 4946 (other than foundation managers and organizations described in section 509(a)(1) or (2))? If “Yes,” provide detail in Part VI.
9a
 
 
b
Did one or more disqualified persons (as defined in line 9a) hold a controlling interest in any entity in which the supporting organization had an interest? If “Yes,” provide detail in Part VI.
9b
 
 
c
Did a disqualified person (as defined in line 9a) have an ownership interest in, or derive any personal benefit from, assets in which the supporting organization also had an interest? If “Yes,” provide detail in Part VI.
9c
 
 
10a
Was the organization subject to the excess business holdings rules of section 4943 because of section 4943(f) (regarding certain Type II supporting organizations, and all Type III non-functionally integrated supporting organizations)? If “Yes,” answer line 10b below.
10a
 
 
b
Did the organization have any excess business holdings in the tax year? (Use Schedule C, Form 4720, to determine whether the organization had excess business holdings).
10b
 
 
Schedule A (Form 990 or 990-EZ) 2015

Schedule A (Form 990 or 990-EZ) 2015
Page 5
Part IV
Supporting Organizations (continued)
Yes
No
11
Has the organization accepted a gift or contribution from any of the following persons?
a
A person who directly or indirectly controls, either alone or together with persons described in (b) and (c) below, the governing body of a supported organization?
11a
 
 
b
A family member of a person described in (a) above?
11b
 
 
c
A 35% controlled entity of a person described in (a) or (b) above? If “Yes” to a, b, or c, provide detail in Part VI.
11c
 
 
Section B. Type I Supporting Organizations
Yes
No
1
Did the directors, trustees, or membership of one or more supported organizations have the power to regularly appoint or elect at least a majority of the organization’s directors or trustees at all times during the tax year? If “No,” describe in Part VI how the supported organization(s) effectively operated, supervised, or controlled the organization’s activities. If the organization had more than one supported organization, describe how the powers to appoint and/or remove directors or trustees were allocated among the supported organizations and what conditions or restrictions, if any, applied to such powers during the tax year.
1
 
 
2
Did the organization operate for the benefit of any supported organization other than the supported organization(s) that operated, supervised, or controlled the supporting organization? If “Yes,” explain in Part VI how providing such benefit carried out the purposes of the supported organization(s) that operated, supervised or controlled the supporting organization.
2
 
 
Section C. Type II Supporting Organizations
Yes
No
1
Were a majority of the organization’s directors or trustees during the tax year also a majority of the directors or trustees of each of the organization’s supported organization(s)? If “No,” describe in Part VI how control or management of the supporting organization was vested in the same persons that controlled or managed the supported organization(s).
1
 
 
Section D. All Type III Supporting Organizations
Yes
No
1
Did the organization provide to each of its supported organizations, by the last day of the fifth month of the organization’s tax year, (i) a written notice describing the type and amount of support provided during the prior tax year, (ii) a copy of the Form 990 that was most recently filed as of the date of notification, and (iii) copies of the organization’s governing documents in effect on the date of notification, to the extent not previously provided?
1
 
 
2
Were any of the organization’s officers, directors, or trustees either (i) appointed or elected by the supported organization(s) or (ii) serving on the governing body of a supported organization? If "No," explain in Part VI how the organization maintained a close and continuous working relationship with the supported organization(s).
2
 
 
3
By reason of the relationship described in (2), did the organization’s supported organizations have a significant voice in the organization’s investment policies and in directing the use of the organization’s income or assets at all times during the tax year? If "Yes," describe in Part VI the role the organization’s supported organizations played in this regard.
3
 
 
Section E. Type III Functionally-Integrated Supporting Organizations
1
Check the box next to the method that the organization used to satisfy the Integral Part Test during the year (see instructions):
a
b
c
2
Activities Test. Answer (a) and (b) below.
Yes
No
a
Did substantially all of the organization’s activities during the tax year directly further the exempt purposes of the supported organization(s) to which the organization was responsive? If "Yes," then in Part VI identify those supported organizations and explain how these activities directly furthered their exempt purposes, how the organization was responsive to those supported organizations, and how the organization determined that these activities constituted substantially all of its activities.
2a
 
 
b
Did the activities described in (a) constitute activities that, but for the organization’s involvement, one or more of the organization’s supported organization(s) would have been engaged in? If "Yes," explain in Part VI the reasons for the organization’s position that its supported organization(s) would have engaged in these activities but for the organization’s involvement.
2b
 
 
3
Parent of Supported Organizations. Answer (a) and (b) below.
a
Did the organization have the power to regularly appoint or elect a majority of the officers, directors, or trustees of each of the supported organizations? Provide details in Part VI.
3a
 
 
b
Did the organization exercise a substantial degree of direction over the policies, programs and activities of each of its supported organizations? If "Yes," describe in Part VI. the role played by the organization in this regard.
3b
 
 
Schedule A (Form 990 or 990-EZ) 2015

Schedule A (Form 990 or 990-EZ) 2015
Page 6
Part V
Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations
1
Section A - Adjusted Net Income (A) Prior Year (B) Current Year
(optional)
1 Net short-term capital gain 1    
2 Recoveries of prior-year distributions 2    
3 Other gross income (see instructions) 3    
4 Add lines 1 through 3 4    
5 Depreciation and depletion 5    
6 Portion of operating expenses paid or incurred for production or collection of gross income or for management, conservation, or maintenance of property held for production of income (see instructions) 6    
7 Other expenses (see instructions) 7    
8 Adjusted Net Income (subtract lines 5, 6 and 7 from line 4) 8    

Section B - Minimum Asset Amount (A) Prior Year (B) Current Year
(optional)
1 Aggregate fair market value of all non-exempt-use assets (see instructions for short tax year or assets held for part of year): 1
a Average monthly value of securities 1a    
b Average monthly cash balances 1b    
c Fair market value of other non-exempt-use assets 1c    
d Total (add lines 1a, 1b, and 1c) 1d    
e Discount claimed for blockage or other factors
(explain in detail in Part VI):  
2 Acquisition indebtedness applicable to non-exempt use assets 2    
3 Subtract line 2 from line 1d 3    
4 Cash deemed held for exempt use. Enter 1-1/2% of line 3 (for greater amount, see instructions). 4    
5 Net value of non-exempt-use assets (subtract line 4 from line 3) 5    
6 Multiply line 5 by .035 6    
7 Recoveries of prior-year distributions 7    
8 Minimum Asset Amount (add line 7 to line 6) 8    

Section C - Distributable Amount Current Year
1 Adjusted net income for prior year (from Section A, line 8, Column A) 1  
2 Enter 85% of line 1 2  
3 Minimum asset amount for prior year (from Section B, line 8, Column A) 3  
4 Enter greater of line 2 or line 3 4  
5 Income tax imposed in prior year 5  
6 Distributable Amount. Subtract line 5 from line 4, unless subject to emergency temporary reduction (see instructions) 6  
7
Schedule A (Form 990 or 990-EZ) 2015

Schedule A (Form 990 or 990-EZ) 2015
Page 7
Part V
Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations (continued)
Section D - Distributions Current Year
1 Amounts paid to supported organizations to accomplish exempt purposes  
2 Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in
excess of income from activity
 
3 Administrative expenses paid to accomplish exempt purposes of supported organizations  
4 Amounts paid to acquire exempt-use assets  
5 Qualified set-aside amounts (prior IRS approval required)  
6 Other distributions (describe in Part VI). See instructions  
7Total annual distributions. Add lines 1 through 6.  
8 Distributions to attentive supported organizations to which the organization is responsive (provide
details in Part VI). See instructions
 
9 Distributable amount for 2015 from Section C, line 6  
10 Line 8 amount divided by Line 9 amount  

Section E - Distribution Allocations (see instructions) (i)
Excess Distributions
(ii)
Underdistributions
Pre-2015
(iii)
Distributable
Amount for 2015
1 Distributable amount for 2015 from Section C, line
6
 
2 Underdistributions, if any, for years prior to 2015
(reasonable cause required--see instructions)
 
3 Excess distributions carryover, if any, to 2015:
a
b
c
d From 2013.......  
e From 2014.......  
fTotal of lines 3a through e  
g Applied to underdistributions of prior years  
h Applied to 2015 distributable amount  
i Carryover from 2010 not applied (see
instructions)
j Remainder. Subtract lines 3g, 3h, and 3i from 3f.  
4Distributions for 2015 from Section D, line 7:
$  
a Applied to underdistributions of prior years  
b Applied to 2015 distributable amount  
c Remainder. Subtract lines 4a and 4b from 4.  
5 Remaining underdistributions for years prior to
2015, if any. Subtract lines 3g and 4a from line 2
(if amount greater than zero, see instructions)
 
6 Remaining underdistributions for 2015. Subtract
lines 3h and 4b from line 1 (if amount greater than
zero, see instructions)
 
7 Excess distributions carryover to 2016. Add lines
3j and 4c.
 
8 Breakdown of line 7:
a
b
c Excess from 2013.......  
d From 2014.......  
e From 2015.......  
Schedule A (Form 990 or 990-EZ) (2015)

Schedule A (Form 990 or 990-EZ) 2015
Page 8
Part VI
Supplemental Information. Provide the explanations required by Part II, line 10; Part II, line 17a or 17b; Part III, line 12; Part IV, Section A, lines 1, 2, 3b, 3c, 4b, 4c, 5a, 6, 9a, 9b, 9c, 11a, 11b, and 11c; Part IV, Section B, lines 1 and 2; Part IV, Section C, line 1; Part IV, Section D, lines 2 and 3; Part IV, Section E, lines 1c, 2a, 2b, 3a and 3b; Part V, line 1; Part V, Section B, line 1e; Part V Section D, lines 5, 6, and 8; and Part V, Section E, lines 2, 5, and 6. Also complete this part for any additional information. (See instructions).
Facts And Circumstances Test
 
Return Reference Explanation
SCHEDULE A, PART II, SECTION B, LINE 10 - OTHER INCOME OTHER INCOME IS GENERALLY COMPRISED OF THE CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS AND UNCOLLECTIBLE ACCOUNTS RECEIVABLE.
Schedule A (Form 990 or 990-EZ) 2015


Additional Data


Software ID:  
Software Version:  
Schedule B
(Form 990, 990-EZ,
or 990-PF)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors
Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
Arrow Bullet Information about Schedule B (Form 990, 990-EZ, or 990-PF) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2015
Name of the organization
AMERICAN HEART ASSOCIATION INC
 
Employer identification number

13-5613797
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ





Form 990-PF




Check if your organization is covered by the General Rule or a Special Rule.  
Note. Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule
Special Rules
......... Arrow Bullet $  
Caution. An organization that is not covered by the General Rule and/or the Special Rules does not file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its
Form 990-EZ or on its Form 990PF, Part I, line 2, to certify that it does not meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2015)
Schedule B (Form 990, 990-EZ, or 990-PF) (2015) Page 2
Name of organization
AMERICAN HEART ASSOCIATION INC
 
Employer identification number
13-5613797
Part I
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
RESTRICTED
 
 

   
 
 
  ,    

$ RESTRICTED


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
 
 
 

   
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
 
 
 

   
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
 
 
 

   
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
 
 
 

   
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
 
 
 

   
 
 

$  


(Complete Part II for noncash contributions.)
Schedule B (Form 990, 990-EZ, or 990-PF) (2015)
Schedule B (Form 990, 990-EZ, or 990-PF) (2015)
Page 3
Name of organization
AMERICAN HEART ASSOCIATION INC
 
Employer identification number

13-5613797
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No.from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(see instructions)
(d)
Date received
 
$    
(a)
No.from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(see instructions)
(d)
Date received
 
$    
(a)
No.from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(see instructions)
(d)
Date received
 
$    
(a)
No.from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(see instructions)
(d)
Date received
 
$    
(a)
No.from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(see instructions)
(d)
Date received
 
$    
(a)
No.from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(see instructions)
(d)
Date received
 
$    
Schedule B (Form 990, 990-EZ, or 990-PF) (2015)
Schedule B (Form 990, 990-EZ, or 990-PF) (2015)
Page 4
Name of organization
AMERICAN HEART ASSOCIATION INC
 
Employer identification number

13-5613797
Part III
Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
Use duplicate copies of Part III if additional space is needed.
(a)
No.from Part I
(b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No.from Part I
(b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No.from Part I
(b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No.from Part I
(b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
Schedule B (Form 990, 990-EZ, or 990-PF) (2015)

Additional Data


Software ID:  
Software Version:  
SCHEDULE C
(Form 990 or 990-EZ)

Department of the Treasury
Internal Revenue Service
Political Campaign and Lobbying Activities

For Organizations Exempt From Income Tax Under section 501(c) and section 527
SchCMd Bullet Complete if the organization is described below. SchCMd Bullet Attach to Form 990 or Form 990-EZ.
SchCMd BulletInformation about Schedule C (Form 990 or 990-EZ) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2015
Open to Public
Inspection
If the organization answered "Yes" on Form 990, Part IV, Line 3, or Form 990-EZ, Part V, line 46 (Political Campaign Activities), then
Round Bullet Section 501(c)(3) organizations: Complete Parts I-A and B. Do not complete Part I-C.
Round Bullet Section 501(c) (other than section 501(c)(3)) organizations: Complete Parts I-A and C below. Do not complete Part I-B.
Round Bullet Section 527 organizations: Complete Part I-A only.
If the organization answered "Yes" on Form 990, Part IV, Line 4, or Form 990-EZ, Part VI, line 47 (Lobbying Activities), then
Round Bullet Section 501(c)(3) organizations that have filed Form 5768 (election under section 501(h)): Complete Part II-A. Do not complete Part II-B.
Round Bullet Section 501(c)(3) organizations that have NOT filed Form 5768 (election under section 501(h)): Complete Part II-B. Do not complete Part II-A.
If the organization answered "Yes" on Form 990, Part IV, Line 5 (Proxy Tax) (see separate instructions) or Form 990-EZ, Part V, line 35c (Proxy Tax) (see separate instructions), then
Round Bullet Section 501(c)(4), (5), or (6) organizations: Complete Part III.
Name of the organization
AMERICAN HEART ASSOCIATION INC
 
Employer identification number

13-5613797
Part I-A
Complete if the organization is exempt under section 501(c) or is a section 527 organization.

1
Provide a description of the organization’s direct and indirect political campaign activities in Part IV.
2
Political expenditures ......................................................................................................................SchCMd Bullet
$  
3
Volunteer hours .............................................................................................................................
 

Part I-B
Complete if the organization is exempt under section 501(c)(3).
1
Enter the amount of any excise tax incurred by the organization under section 4955 ................................SchCMd Bullet
$  
2
Enter the amount of any excise tax incurred by organization managers under section 4955 .......................SchCMd Bullet
$  
3
If the organization incurred a section 4955 tax, did it file Form 4720 for this year? .........................................
4a
Was a correction made? ......................................................................................................................
b
If "Yes," describe in Part IV.
Part I-C
Complete if the organization is exempt under section 501(c), except section 501(c)(3).
1
Enter the amount directly expended by the filing organization for section 527 exempt function activities ..... SchCMd Bullet
$  
2
Enter the amount of the filing organization's funds contributed to other organizations for section 527 exempt function activities ............................................................................................................................SchCMd Bullet

$  
3
Total exempt function expenditures. Add lines 1 and 2. Enter here and on Form 1120-POL, line 17b...........SchCMd Bullet

$  
4
Did the filing organization file Form 1120-POL for this year? ...................................................................
5
Enter the names, addresses and employer identification number (EIN) of all section 527 political organizations to which the filing
organization made payments. For each organization listed, enter the amount paid from the filing organization’s funds. Also enter the amount of political contributions received that were promptly and directly delivered to a separate political organization, such as a separate segregated fund or a political action committee (PAC). If additional space is needed, provide information in Part IV.
(a) Name (b) Address (c) EIN (d) Amount paid from filing organization's funds. If none, enter -0-. (e) Amount of political contributions received and promptly and directly delivered to a separate political organization. If none, enter -0-.
1
2
3
4
5
6
For Paperwork Reduction Act Notice, see the instructions for Form 990 or 990-EZ.
Cat. No. 50084S
Schedule C (Form 990 or 990-EZ) 2015

Schedule C (Form 990 or 990-EZ) 2015
Page 2
Part II-A
Complete if the organization is exempt under section 501(c)(3) and filed Form 5768 (election under section 501(h)).
A Check SchCMd Bulletexpenses, and share of excess lobbying expenditures).
B Check SchCMd Bullet
Limits on Lobbying Expenditures
(The term "expenditures" means amounts paid or incurred.)
(a) Filing
organization's
totals
(b) Affiliated group totals
1a Total lobbying expenditures to influence public opinion (grass roots lobbying) ...............................................    
b Total lobbying expenditures to influence a legislative body (direct lobbying) ...........................................    
c Total lobbying expenditures (add lines 1a and 1b) .......................................................................    
d Other exempt purpose expenditures .........................................................................................    
e Total exempt purpose expenditures (add lines 1c and 1d) ....................................................................    
f Lobbying nontaxable amount. Enter the amount from the following table in both
columns.
   
If the amount on line 1e, column (a) or (b) is:The lobbying nontaxable amount is:
Not over $500,00020% of the amount on line 1e.
Over $500,000 but not over $1,000,000$100,000 plus 15% of the excess over $500,000.
Over $1,000,000 but not over $1,500,000$175,000 plus 10% of the excess over $1,000,000.
Over $1,500,000 but not over $17,000,000$225,000 plus 5% of the excess over $1,500,000.
Over $17,000,000$1,000,000.
g Grassroots nontaxable amount (enter 25% of line 1f) ..........................................................................    
h Subtract line 1g from line 1a. If zero or less, enter -0-. ..........................................................................    
i Subtract line 1f from line 1c. If zero or less, enter -0-. ...........................................................................    
j If there is an amount other than zero on either line 1h or line 1i, did the organization file Form 4720 reporting
section 4911 tax for this year? ..............................................................................................................

4-Year Averaging Period Under section 501(h)
(Some organizations that made a section 501(h) election do not have to complete all of the five
columns below. See the separate instructions for lines 2a through 2f.)
Lobbying Expenditures During 4-Year Averaging Period
Calendar year (or fiscal year
beginning in)
(a) 2012 (b) 2013 (c) 2014 (d) 2015 (e) Total
2a Lobbying nontaxable amount          
b Lobbying ceiling amount
(150% of line 2a, column(e))
 
c Total lobbying expenditures          
d Grassroots nontaxable amount          
e Grassroots ceiling amount
(150% of line 2d, column (e))
 
f Grassroots lobbying expenditures          
Schedule C (Form 990 or 990-EZ) 2015


Schedule C (Form 990 or 990-EZ) 2015
Page 3
Part II-B
Complete if the organization is exempt under section 501(c)(3) and has NOT filed Form 5768 (election under section 501(h)).
For each "Yes" response on lines 1a through 1i below, provide in Part IV a detailed description of the lobbying activity.
(a)
No
Yes
(b)
Amount
1
During the year, did the filing organization attempt to influence foreign, national, state or local legislation, including any attempt to influence public opinion on a legislative matter or referendum, through the use of:
a
Volunteers? ...........................................................................................................
Yes
 
b
Paid staff or management (include compensation in expenses reported on lines 1c through 1i)? ........
Yes
 
c
Media advertisements? ...................................................................................................
Yes
 
630,265
d
Mailings to members, legislators, or the public? .............................................................................
Yes
 
87,636
e
Publications, or published or broadcast statements? ...........................................................
Yes
 
154,137
f
Grants to other organizations for lobbying purposes? ..........................................................
Yes
 
4,228,715
g
Direct contact with legislators, their staffs, government officials, or a legislative body? .......................
Yes
 
615,825
h
Rallies, demonstrations, seminars, conventions, speeches, lectures, or any similar means? ..................
Yes
 
355,012
i
Other activities? ...................................................................................................................
 
No
 
j
Total. Add lines 1c through 1i ....................................................................................................
6,071,590
2a
Did the activities in line 1 cause the organization to be not described in section 501(c)(3)? .....
 
No
b
If "Yes," enter the amount of any tax incurred under section 4912 ...........................................
 
c
If "Yes," enter the amount of any tax incurred by organization managers under section 4912 ...................
 
d
If the filing organization incurred a section 4912 tax, did it file Form 4720 for this year? ........................
 
 
Part III-A
Complete if the organization is exempt under section 501(c)(4), section 501(c)(5), or section 501(c)(6).
Yes
No
1
Were substantially all (90% or more) dues received nondeductible by members? ...............................................
1
 
 
2
Did the organization make only in-house lobbying expenditures of $2,000 or less? ............................................
2
 
 
3
Did the organization agree to carry over lobbying and political expenditures from the prior year? .................................
3
 
 
Part III-B
Complete if the organization is exempt under section 501(c)(4), section 501(c)(5), or section 501(c)(6) and if either (a) BOTH Part III-A, lines 1 and 2, are answered "No" OR (b) Part III-A, line 3, is answered “Yes."
1
Dues, assessments and similar amounts from members ......................................................................
1
 
2
Section 162(e) nondeductible lobbying and political expenditures (do not include amounts of political expenses for which the section 527(f) tax was paid).
a
Current year .............................................................................................................................
2a
 
b
Carryover from last year ............................................................................................................
2b
 
c
Total ...........................................................................................................................................
2c
 
3
Aggregate amount reported in section 6033(e)(1)(A) notices of nondeductible section 162(e) dues .
3
 
4
If notices were sent and the amount on line 2c exceeds the amount on line 3, what portion of the excess does the organization agree to carryover to the reasonable estimate of nondeductible lobbying and political expenditure next year? ......................................................................................................................
4
 
5
Taxable amount of lobbying and political expenditures (see instructions) .........................................
5
 
Part IV
Supplemental Information
Provide the descriptions required for Part l-A, line 1; Part l-B, line 4; Part l-C, line 5; Part II-A (affiliated group list); Part II-A, lines 1 and 2 (see instructions), and Part ll-B, line 1. Also, complete this part for any additional information.
Return Reference Explanation
PART II-B, LINE 1, LOBBYING ACTIVITIES: EXPLANATION:IN SUPPORT OF ITS MISSION TO BUILD HEALTHIER LIVES, FREE OF CARDIOVASCULAR DISEASES AND STROKE, THE AMERICAN HEART ASSOCIATION (AHA) PLANS, COORDINATES AND IMPLEMENTS A PUBLIC ADVOCACY PROGRAM. AT THE NATIONAL LEVEL, THIS PROGRAM INCLUDES MAINTAINING AND EXPANDING CONTACTS WITH MEMBERS OF CONGRESS. SIMILAR RELATIONSHIPS ARE BUILT BY THE REGIONAL AFFILIATES, ADVOCATING AT THE STATE AND LOCAL LEVELS. TO GUIDE ITS FEDERAL, STATE AND LOCAL EFFORTS, THE ASSOCIATION IMPLEMENTS A PUBLIC POLICY AGENDA BY MAINTAINING ACTIVE PARTNERSHIPS WITH HEALTH-RELATED COALITIONS WITH OTHER LIKE-MINDED GROUPS; ROBUST POLICY RESEARCH THAT IS SCIENCE AND EVIDENCE-BASED, PRODUCING DOCUMENTS SUCH AS POLICY POSITION STATEMENTS, FACT SHEETS, AND PUBLISHED PAPERS, MEDIA ADVOCACY, INCLUDING LETTERS TO THE EDITOR, OP-ED PIECES, ADVERTORIALS AND NEWS CONFERENCES; MONITORING AND COMMENTING ON REGULATORY PROPOSALS; SUBMITTING TESTIMONY AND STATEMENTS FOR THE RECORD IN RESPONSE TO PROPOSED POLICY INITIATIVES; MAINTAINING AN ACTIVE VOLUNTEER GRASSROOTS NETWORK AVAILABLE TO WRITE, CALL AND/OR VISIT LOCAL, STATE AND FEDERAL POLICYMAKERS; AND LOBBYING OF LOCAL, STATE AND FEDERAL LEGISLATIVE BODIES. THE AMERICAN HEART ASSOCIATION IS COMMITTED THROUGHOUT ITS PUBLIC POLICY WORK TO PROACTIVELY CONFRONT AND ADDRESS THE HEALTH INEQUITIES AND DISPARITIES THAT EXIST IN OUR COUNTRY. THE ASSOCIATION ENCOURAGES CONGRESS AND STATE LEGISLATURES TO JOIN THE FIGHT AGAINST CARDIOVASCULAR DISEASE, INCLUDING STROKE, THE LEADING CAUSE OF DEATH IN THE UNITED STATES. THE ASSOCIATION'S STRATEGIC PUBLIC POLICY PRIORITIES ARE IN THE FOLLOWING AREAS: - HEART DISEASE AND STROKE RESEARCH: A TOP PRIORITY OF THE ASSOCIATION IS TO ENSURE SUPPORT FOR BASIC, CLINICAL, TRANSLATIONAL, HEALTH SERVICES, OUTCOMES, GENOMICS, AND COMPARATIVE EFFECTIVENESS RESEARCH AND THE OVERALL RESEARCH ENVIRONMENT AS WELL AS COMMUNITY HEALTH SERVICES, PUBLIC HEALTH PROGRAMS, POLICY EVALUATION AND ECONOMICS. THE AHA ADVOCATES FOR SIGNIFICANTLY INCREASING FUNDING FOR THE NATIONAL INSTITUTES OF HEALTH AND OTHER STATE AND FEDERAL GOVERNMENT AGENCIES TO ENHANCE HEART AND STROKE RESEARCH. - IMPROVING CARDIOVASCULAR HEALTH (PREVENTION): THE AMERICAN HEART ASSOCIATION PRIORITIZES PUBLIC POLICIES AIMED AT PROMOTING AND IMPROVING THE HEALTH FACTORS FOR ALL AMERICANS. THESE POLICY PRIORITIES ADDRESS OBESITY PREVENTION, DIAGNOSIS AND TREATMENT, INCREASING ACCESS TO HEALTHY AND AFFORDABLE FOODS, HEALTHY DIET AND NUTRITION, INCREASING PHYSICAL ACTIVITY, ADDRESSING TOBACCO CONTROL AND PREVENTION, AND AIR POLLUTION. THE AHA ADDRESSES THESE ISSUES AT THE LOCAL, STATE, AND FEDERAL LEVELS WITH LEGISLATION, REGULATION, AND OTHER POLICY CHANGE. - SUPPORT HIGH QUALITY/HIGH VALUE HEART AND STROKE CARE AND REDUCE HEALTH DISPARITIES: THE AHA PROMOTES PUBLIC POLICIES AIMED AT IMPROVING HEALTH CARE QUALITY, REDUCING HEALTH DISPARITIES, AND PROMOTING HIGH VALUE, EVIDENCE-BASED CARDIOVASCULAR CARE. TO PROMOTE HEALTH CARE QUALITY, THE AHA ADDRESSES CLINICAL GUIDELINES AND TREATMENT PROTOCOLS, DEVELOPMENT OF DISEASE REGISTRIES, THE ROLE OF QUALITY IN HEALTH CARE PAYMENT SYSTEMS, DRUG FORMULARY POLICY, DELIVERY SYSTEM REFORMS AND CONTINUUM OF CARE, IMPROVED CARE COORDINATION, THE ROLE, DEVELOPMENT AND IMPLEMENTATION OF ELECTRONIC MEDICAL RECORDS AND RELATED HEALTH INFORMATION TECHNOLOGY, AND PROMOTING SAFE, EVIDENCE-BASED AND HIGH VALUE TREATMENTS FOR CARDIOVASCULAR DISEASE. - ENSURE APPROPRIATE AND TIMELY ACCESS TO HEART DISEASE AND STROKE CARE: THE AHA ADVANCES COMPREHENSIVE COVERAGE AND TIMELY ACCESS TO APPROPRIATE CARE FOR HEART DISEASE, PERIPHERAL ARTERY DISEASE, AND STROKE WITH A FOCUS ON ADEQUATE AND AFFORDABLE COVERAGE, APPROPRIATE SYSTEMS OF EMERGENCY CARE, TELEMEDICINE AND SURVEILLANCE. THIS INCLUDES PROMOTING SYSTEMS OF CARE AROUND STROKE, ST ELEVATED MYOCARDIAL INFARCTION (STEMI), EMERGENCY CARE, OUT OF HOSPITAL CARDIAC ARREST, AND TELEHEALTH. - CHARITABLE ORGANIZATIONS: THE ASSOCIATION SUPPORTS POLICIES THAT PRESERVE THE VIABILITY OF NON-PROFIT ORGANIZATIONS BY MONITORING, AND AS APPROPRIATE, INCLUDING LEGISLATIVE AND REGULATORY EFFORTS THAT ATTEMPT TO RESTRICT OR PROHIBIT CHARITABLE GIVING AND OTHER NON-PROFIT EFFORTS AND ACTIVITIES. THESE INCLUDE PROTECTING NON-PROFIT SECTOR INTERESTS, PROMOTING TAX POLICY CONDUCIVE TO CHARITABLE ORGANIZATIONS, ENCOURAGING VOLUNTEERISM, PRESERVING PUBLIC FUNDING FOR VOLUNTARY HEALTH ORGANIZATIONS, AND SAFEGUARDING THE ABILITY OF CHARITABLE ORGANIZATIONS TO ENGAGE IN ADVOCACY.
Schedule C (Form 990 or 990EZ) 2015


Additional Data


Software ID:  
Software Version:  

SCHEDULE D
(Form 990)
Department of the Treasury
Internal Revenue Service
Supplemental Financial Statements
SchDMd Bullet Complete if the organization answered "Yes," on Form 990,
Part IV, line 6, 7, 8, 9, 10, 11a, 11b, 11c, 11d, 11e, 11f, 12a, or 12b.
SchDMd Bullet Attach to Form 990.
Information about Schedule D (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2015
Open to Public Inspection
Name of the organization
AMERICAN HEART ASSOCIATION INC
 
Employer identification number

13-5613797
Part I
Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts. Complete if the organization answered "Yes" on Form 990, Part IV, line 6.
(a) Donor advised funds (b) Funds and other accounts
1 Total number at end of year ....    
2 Aggregate value of contributions to (during year)    
3 Aggregate value of grants from (during year)    
4 Aggregate value at end of year ....    
5
Did the organization inform all donors and donor advisors in writing that the assets held in donor advised
funds are the organization's property, subject to the organization's exclusive legal control? ...........
6
Did the organization inform all grantees, donors, and donor advisors in writing that grant funds can be
used only for charitable purposes and not for the benefit of the donor or donor advisor, or for any other purpose conferring impermissible private benefit? ............................
Part II
Conservation Easements. Complete if the organization answered "Yes" on Form 990, Part IV, line 7.
1
Purpose(s) of conservation easements held by the organization (check all that apply).
2
Complete lines 2a through 2d if the organization held a qualified conservation contribution in the form of a conservation easement on the last day of the tax year.
Held at the End of the Year
a Total number of conservation easements ...................... 2a  
b Total acreage restricted by conservation easements .................... 2b  
c Number of conservation easements on a certified historic structure included in (a) ..... 2c  
d Number of conservation easements included in (c) acquired after 8/17/06, and not on a historic structure listed in the National Register ... 2d  
3
Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during the
tax year SchDMd Bullet  
4
Number of states where property subject to conservation easement is located SchDMd Bullet  
5
Does the organization have a written policy regarding the periodic monitoring, inspection, handling of violations, and enforcement of the conservation easements it holds? ............
6
Staff and volunteer hours devoted to monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
SchDMd Bullet  
7
Amount of expenses incurred in monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
SchDMd Bullet $  
8
Does each conservation easement reported on line 2(d) above satisfy the requirements of section 170(h)(4)(B)(i) and section 170(h)(4)(B)(ii)? .............................
9
In Part XIII, describe how the organization reports conservation easements in its revenue and expense statement, and
balance sheet, and include, if applicable, the text of the footnote to the organization’s financial statements that describes
the organization’s accounting for conservation easements.
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets.
Complete if the organization answered "Yes" on Form 990, Part IV, line 8.
1a
If the organization elected, as permitted under SFAS 116 (ASC 958), not to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide, in Part XIII, the text of the footnote to its financial statements that describes these items.
b
If the organization elected, as permitted under SFAS 116 (ASC 958), to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide the following amounts relating to these items:
(i)
Revenue included on Form 990, Part VIII, line 1 .........................SchDMd Bullet $  
(ii)
Assets included in Form 990, Part X ...............................SchDMd Bullet $  
2
If the organization received or held works of art, historical treasures, or other similar assets for financial gain, provide the
following amounts required to be reported under SFAS 116 (ASC 958) relating to these items:
a
Revenue included on Form 990, Part VIII, line 1 ..........................SchDMd Bullet $  
b
Assets included in Form 990, Part X ...............................SchDMd Bullet $  
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 52283D
Schedule D (Form 990) 2015

Schedule D (Form 990) 2015
Page 2
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued)
3
Using the organization’s acquisition, accession, and other records, check any of the following that are a significant use of its collection items (check all that apply):
a
d
b
e
 
c
4
Provide a description of the organization’s collections and explain how they further the organization’s exempt purpose in
Part XIII.
5
During the year, did the organization solicit or receive donations of art, historical treasures or other similar
assets to be sold to raise funds rather than to be maintained as part of the organization’s collection?...
Part IV
Escrow and Custodial Arrangements. Complete if the organization answered "Yes" on Form 990, Part IV, line 9, or reported an amount on Form 990, Part X, line 21.
1a
Is the organization an agent, trustee, custodian or other intermediary for contributions or other assets not
included on Form 990, Part X? ....................................
b If "Yes," explain the arrangement in Part XIII and complete the following table: Amount
c Beginning balance ............................. 1c  
d Additions during the year ............................ 1d  
e Distributions during the year .......................... 1e  
f Ending balance ................................ 1f  
2a
Did the organization include an amount on Form 990, Part X, line 21, for escrow or custodial account liability?
b
If "Yes," explain the arrangement in Part XIII. Check here if the explanation has been provided in Part XIII ........
Part V
Endowment Funds. Complete if the organization answered "Yes" on Form 990, Part IV, line 10.
(a)Current year (b)Prior year (c)Two years back (d)Three years back (e)Four years back
1a Beginning of year balance .... 58,787,778 59,247,803 51,925,992 46,999,292 48,857,976
b Contributions ... 320,261 1,000,570 1,527,764 1,794,378 173,835
c Net investment earnings, gains, and losses 416,395 724,008 7,416,550 4,714,826 -335,017
d Grants or scholarships ...          
e Other expenditures for facilities
and programs ...
1,918,998 2,184,603 1,622,503 1,582,504 1,697,502
f Administrative expenses ....          
g End of year balance ...... 57,605,436 58,787,778 59,247,803 51,925,992 46,999,292
2
Provide the estimated percentage of the current year end balance (line 1g, column (a)) held as:
a
Board designated or quasi-endowment SchDMd Bullet  
b
Permanent endowment SchDMd Bullet78.090 %
c
Temporarily restricted endowment SchDMd Bullet21.910 %
The percentages on lines 2a, 2b, and 2c should equal 100%.
3a
Are there endowment funds not in the possession of the organization that are held and administered for the
organization by:

Yes
No
(i) unrelated organizations .................
3a(i)
 
No
(ii) related organizations .................
3a(ii)
 
No
b
If "Yes" on 3a(ii), are the related organizations listed as required on Schedule R? .........
3b
 
 
4
Describe in Part XIII the intended uses of the organization's endowment funds.
Part VI
Land, Buildings, and Equipment.
Complete if the organization answered 'Yes' on Form 990, Part IV, line 11a. See Form 990, Part X, line 10.
Description of property (a) Cost or other basis
(investment)
(b)Cost or other basis (other) (c) Accumulated depreciation (d) Book value
1a Land ...   10,757,288 10,757,288
b Buildings   76,220,583 43,106,117 33,114,466
c Leasehold improvements   5,354,934 3,931,140 1,423,794
d Equipment ...   117,984,839 93,886,311 24,098,528
e Other ...   430,048 398,877 31,171
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).)..SchDMdBullet 69,425,247
Schedule D (Form 990) 2015

Schedule D (Form 990) 2015
Page 3
Part VII
Investments—Other Securities. Complete if the organization answered 'Yes' on Form 990, Part IV, line 11b. See Form 990, Part X, line 12.
(a) Description of security or category
(including name of security)
(b)Book value (c)Method of valuation:
Cost or end-of-year market value
(1)Financial derivatives    
(2)Closely-held equity interests    
(3)Other
(A)
(B)
(C)
(D)
(E)
(F)
(G)
(H)
Total. (Column (b) must equal Form 990, Part X, col. (B) line 12.)Small Bullet  
Part VIII
Investments—Program Related. Complete if the organization answered 'Yes' on Form 990, Part IV, line 11c. See Form 990, Part X, line 13.
(a) Description of investment (b) Book value (c) Method of valuation:
Cost or end-of-year market value
(1)
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 13.)Small Bullet  
Part IX
Other Assets. Complete if the organization answered 'Yes' on Form 990, Part IV, line 11d. See Form 990, Part X, line 15.
(a) Description (b) Book value
(1) SPLIT INTEREST AGREEMENTS 67,012,012
(2) BENEFICIAL INTEREST IN PERPETUAL TRUSTS 136,984,679
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 15.)...........Small Bullet 203,996,691
Part X
Other Liabilities. Complete if the organization answered 'Yes' on Form 990, Part IV, line 11e or 11f. See Form 990, Part X, line 25.
1.(a) Description of liability (b) Book value
(1) Federal income taxes  
CAPITAL LEASE OBLIGATIONS 917,440
POST-RETIREMENT BENEFITS 13,213,913
CHARITABLE GIFT ANNUITIES 12,876,529
RENT DEFERRALS/AMORTIZATION 2,357,075
SUPPLEMENTAL RETIREMENT PLAN 4,911,506
OTHER PAYABLES 82,319
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)Small Bullet 34,358,782
2. Liability for uncertain tax positions. In Part XIII, provide the text of the footnote to the organization's financial statements that reports the organization's liability for uncertain tax positions under FIN 48 (ASC 740). Check here if the text of the footnote has been provided in Part XIII
Schedule D (Form 990) 2015

Schedule D (Form 990) 2015
Page 4
Part XI Reconciliation of Revenue per Audited Financial Statements With Revenue per Return Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.
1 Total revenue, gains, and other support per audited financial statements ....... 1 863,355,262
2 Amounts included on line 1 but not on Form 990, Part VIII, line 12:
a Net unrealized gains (losses) on investments .... 2a -17,466,019
b Donated services and use of facilities ......... 2b 10,015,358
c Recoveries of prior year grants ........... 2c  
d Other (Describe in Part XIII.) ............ 2d  
e Add lines 2a through 2d ..................... 2e -7,450,661
3 Subtract line 2e from line 1.................. 3 870,805,923
4 Amounts included on Form 990, Part VIII, line 12, but not on line 1:
a Investment expenses not included on Form 990, Part VIII, line 7b . 4a 1,726,093
b Other (Describe in Part XIII.) ........... 4b -42,152,593
c Add lines 4a and 4b.................... 4c -40,426,500
5 Total revenue. Add lines 3 and 4c. (This must equal Form 990, Part I, line 12.) ...... 5 830,379,423
Part XII Reconciliation of Expenses per Audited Financial Statements With Expenses per Return. Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.
1 Total expenses and losses per audited financial statements ........... 1 862,142,714
2 Amounts included on line 1 but not on Form 990, Part IX, line 25:
a Donated services and use of facilities ......... 2a 10,015,358
b Prior year adjustments ............ 2b  
c Other losses ................ 2c  
d Other (Describe in Part XIII.) ............ 2d 239,963
e Add lines 2a through 2d.................... 2e 10,255,321
3 Subtract line 2e from line 1................... 3 851,887,393
4 Amounts included on Form 990, Part IX, line 25, but not on line 1:
a Investment expenses not included on Form 990, Part VIII, line 7b .. 4a 1,726,093
b Other (Describe in Part XIII.) ............ 4b -42,152,593
c Add lines 4a and 4b..................... 4c -40,426,500
5 Total expenses. Add lines 3 and 4c. (This must equal Form 990, Part I, line 18.) ...... 5 811,460,893

Part XIII
Supplemental Information
Provide the descriptions required for Part II, lines 3, 5, and 9; Part III, lines 1a and 4; Part lV, lines 1b and 2b;
Part V, line 4; Part X, line 2; Part XI, lines 2d and 4b; and Part XII, lines 2d and 4b. Also complete this part to provide any additional information.
Return Reference Explanation
PART V, LINE 4: THE INTENDED USE OF ENDOWMENT FUNDS IS TO PROVIDE FUNDING FOR RESEARCH AND OTHER MISSION-RELATED PROGRAMS.
PART X, LINE 2: THE ASSOCIATION IS EXEMPT FROM FEDERAL INCOME TAXES ON RELATED INCOME UNDER SECTION 501(A) OF THE INTERNAL REVENUE CODE (IRC) OF 1986, AS AMENDED, AS AN ORGANIZATION DESCRIBED IN IRC SECTION 501(C)(3). FURTHER, THE ASSOCIATION HAS BEEN CLASSIFIED AS AN ORGANIZATION THAT IS NOT A PRIVATE FOUNDATION UNDER IRC SECTION 509(A) AND, AS SUCH, CONTRIBUTIONS TO THE ASSOCIATION QUALIFY FOR DEDUCTION AS CHARITABLE CONTRIBUTIONS. HOWEVER, INCOME GENERATED FROM ACTIVITIES UNRELATED TO THE ASSOCIATION'S EXEMPT PURPOSE IS SUBJECT TO TAX UNDER IRC SECTION 511. THE ASSOCIATION DID NOT HAVE A MATERIAL UNRELATED BUSINESS INCOME TAX LIABILITY FOR THE YEARS ENDED JUNE 30, 2016 AND 2015. THE ASSOCIATION BELIEVES THAT IT HAS TAKEN NO SIGNIFICANT UNCERTAIN TAX POSITIONS.
PART XI, LINE 4B - OTHER ADJUSTMENTS: COST OF GOODS SOLD -42,078,621. RENTAL EXPENSES -136,133. FUNDRAISING EXPENSES 62,161.
PART XII, LINE 2D - OTHER ADJUSTMENTS: POST-RETIREMENT (ASC 715) ADJUSTMENT 239,963.
PART XII, LINE 4B - OTHER ADJUSTMENTS: REFER TO SCHEDULE D, PART XI, LINE 4B EXPLANATION -42,152,593.
SCHEDULE D, PART XII, LINE 2D EFFECT OF ADOPTION OF FASB STATEMENT NO 158 (ASC 715) FASB STATEMENT 158 (ASC 715) REQUIRES EMPLOYERS TO FULLY RECOGNIZE THE OVERFUNDED OR UNDERFUNDED POSITIONS (THE DIFFERENCE BETWEEN THE FAIR VALUE OF PLAN ASSETS AND THE BENEFIT OBLIGATION) OF DEFINED BENEFIT PENSION, RETIREE HEALTHCARE AND OTHER POSTRETIREMENT PLANS IN THEIR BALANCE SHEETS. THE EFFECT OF THIS CHANGE ON AHA IS -$239,963 FOR FISCAL YEAR ENDED JUNE 30, 2016.
Schedule D (Form 990) 2015


Additional Data


Software ID:  
Software Version:  




SCHEDULE F(Form 990)
Department of the Treasury
Internal Revenue Service
Statement of Activities Outside the United States
Right pointing arrow large image Complete if the organization answered "Yes" to Form 990,Part IV, line 14b, 15, or 16.Right pointing arrow large image Attach to Form 990. Right pointing arrow large image See separate instructions.Right pointing arrow large image Information about Schedule F (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2015
Open to Public Inspection
Name of the organization
AMERICAN HEART ASSOCIATION INC
 
Employer identification number

13-5613797
Part I
General Information on Activities Outside the United States. Complete if the organization answered "Yes" to Form 990, Part IV, line 14b.
1
For grantmakers.Does the organization maintain records to substantiate the amount of its grants and
other assistance, the grantees’ eligibility for the grants or assistance, and the selection criteria used
to award the grants or assistance? . . . . . . . . . . . . . . . . . . . . . . . . .
2
For grantmakers. Describe in Part V the organization’s procedures for monitoring the use of its grants and other assistance outside the United States.
3
Activites per Region. (The following Part I, line 3 table can be duplicated if additional space is needed.)
(a) Region (b) Number of offices in the region (c) Number of employees, agents, and independent contractors in region (d) Activities conducted in region (by type) (e.g., fundraising, program services, investments, grants to recipients located in the region) (e) If activity listed in (d) is a program service, describe specific type of
service(s) in region
(f) Total expenditures
for and investments
in region
CENTRAL AMERICA AND THE CARIBBEAN 0 0 PROGRAM SERVICES SALES OF EDUCATIONAL & TRAINING MATERIALS RELATED TO CARDIOVASCULAR CARE 82,055
EAST ASIA AND THE PACIFIC 1 2 PROGRAM SERVICES SALES OF EDUCATIONAL & TRAINING MATERIALS RELATED TO CARDIOVASCULAR CARE 981,274
EUROPE (INCL ICELAND / GREENLAND) 1 1 PROGRAM SERVICES SALES OF EDUCATIONAL & TRAINING MATERIALS RELATED TO CARDIOVASCULAR CARE 834,553
MIDDLE EAST AND NORTH AFRICA 1 1 PROGRAM SERVICES SALES OF EDUCATIONAL & TRAINING MATERIALS RELATED TO CARDIOVASCULAR CARE 1,075,613
NORTH AMERICA 0 0 PROGRAM SERVICES SALES OF EDUCATIONAL & TRAINING MATERIALS RELATED TO CARDIOVASCULAR CARE 1,058,029
SOUTH AMERICA 0 0 PROGRAM SERVICES SALES OF EDUCATIONAL & TRAINING MATERIALS RELATED TO CARDIOVASCULAR CARE 606,282
SOUTH ASIA 0 0 PROGRAM SERVICES SALES OF EDUCATIONAL & TRAINING MATERIALS RELATED TO CARDIOVASCULAR CARE 440,840
SUB-SAHARAN AFRICA 0 0 PROGRAM SERVICES SALES OF EDUCATIONAL & TRAINING MATERIALS RELATED TO CARDIOVASCULAR CARE 96,094
EAST ASIA AND THE PACIFIC 0 0 GRANTMAKING STUDENT SCHOLARSHIP 1,000
EAST ASIA AND THE PACIFIC 0 0 GRANTMAKING SCIENCE RESEARCH PRIZE AND HONORARIUM 18,550
EUROPE (INCL ICELAND / GREENLAND) 0 0 GRANTMAKING STUDENT SCHOLARSHIP 1,000
EUROPE (INCL ICELAND / GREENLAND) 0 0 GRANTMAKING SCIENCE RESEARCH PRIZE AND HONORARIUM 39,782
NORTH AMERICA 0 0 GRANTMAKING SCIENCE RESEARCH PRIZE AND HONORARIUM 21,350
SOUTH ASIA 0 0 GRANTMAKING SCIENCE RESEARCH PRIZE AND HONORARIUM 500
CENTRAL AMERICA AND THE CARIBEAN 0 0 INVESTMENTS   4,337,000
EAST ASIA AND THE PACIFIC 0 0 INVESTMENTS   41,420,000
EUROPE 0 0 INVESTMENTS   76,507,000
MIDDLE EAST AND NORTH AFRICA 0 0 INVESTMENTS   350,000
NORTH AMERICA 0 0 INVESTMENTS   18,124,000
RUSSIA AND THE NEWLY INDEPENDENT STATES 0 0 INVESTMENTS   965,000
SOUTH AMERICA 0 0 INVESTMENTS   2,587,000
SOUTH ASIA 0 0 INVESTMENTS   732,000
SUB-SAHARAN AFRICA 0 0 INVESTMENTS   912,000
3a Sub-total ..... 3 4 5,174,740
b Total from continuation sheets to Part I ... 0 0 146,016,182
c Totals (add lines 3a and 3b) 3 4 151,190,922
For Paperwork Reduction Act Notice, see the Instructions for Form 990.Cat. No. 50082W Schedule F (Form 990) 2015
Schedule F (Form 990) 2015
Page 2
Part II
Grants and Other Assistance to Organizations or Entities Outside the United States. Complete if the organization answered "Yes" to Form 990, Part IV, line 15, for any recipient who received more than $5,000. Part II can be duplicated if additional space is needed.
1 (a) Name of organization (b) IRS code section
and EIN (if applicable)
(a)(c) Region (b)(d) Purpose of
grant
(e) Amount of
cash grant
(f) Manner of
cash
disbursement
(g) Amount
of non-cash
assistance
(h) Description
of non-cash
assistance
(i) Method of
valuation
(book, FMV,
appraisal, other)
             
             
             
             
             
             
             
             
             
             
             
             
             
             
             
             
2 Enter total number of recipient organizations listed above that are recognized as charities by the foreign country, recognized as tax-exempt by the IRS, or for which the grantee or counsel has provided a section 501(c)(3) equivalency letter .......MediumBullet
 
3 Enter total number of other organizations or entities .......................MediumBullet
 
Schedule F (Form 990) 2015
Schedule F (Form 990) 2015Page 3
Part III
Grants and Other Assistance to Individuals Outside the United States. Complete if the organization answered "Yes" to Form 990, Part IV, line 16.
Part III can be duplicated if additional space is needed.
(a) Type of grant or assistance (b) Region (c) Number of recipients (d) Amount of
cash grant
(e) Manner of cash
disbursement
(f) Amount of
non-cash
assistance
(g) Description
of non-cash
assistance
(h) Method of
valuation
(book, FMV,
appraisal, other)
STUDENT SCHOLARSHIP EAST ASIA AND THE PACIFIC - AUSTRALIA, BRUNEI, BURMA, CAMBODIA, 2 1,000 WIRE TRANSFER      
SCIENCE RESEARCH PRIZE AND HONORARIUM EAST ASIA AND THE PACIFIC - AUSTRALIA, BRUNEI, BURMA, CAMBODIA, 21 18,550 WIRE TRANSFER      
STUDENT SCHOLARSHIP EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIU 1 1,000 WIRE TRANSFER      
SCIENCE RESEARCH PRIZE AND HONORARIUM EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIU 41 39,782 WIRE TRANSFER      
SCIENCE RESEARCH PRIZE AND HONORARIUM NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES 24 21,350 WIRE TRANSFER      
SCIENCE RESEARCH PRIZE AND HONORARIUM SOUTH ASIA 1 500 WIRE TRANSFER      
               
               
               
               
               
               
               
               
               
               
               
               
Schedule F (Form 990) 2015
Schedule F (Form 990) 2015
Page 4
Part IV
Foreign Forms
1 Was the organization a U.S. transferor of property to a foreign corporation during the tax year? If "Yes,"the organization may be required to file Form 926, Return by a U.S. Transferor of Property to a Foreign Corporation (see Instructions for Form 926). . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
2 Did the organization have an interest in a foreign trust during the tax year? If "Yes," the organization may be required to separately file Form 3520, Annual Return to Report Transactions with Foreign Trusts and Receipt of Certain Foreign Gifts, and/or Form 3520-A, Annual Information Return of Foreign Trust With a U.S. Owner (see Instructions for Forms 3520 and 3520-A). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
3 Did the organization have an ownership interest in a foreign corporation during the tax year? If "Yes," the organization may be required to file Form 5471, Information Return of U.S. Persons with Respect to Certain Foreign Corporations. (see Instructions for Form 5471). . . . . . . . . . . . . . . . . . . . . . . . . . . .
4 Was the organization a direct or indirect shareholder of a passive foreign investment company or a qualified electing fund during the tax year? If “Yes,” the organization may be required to file Form 8621, Information Return by a Shareholder of a Passive Foreign Investment Company or Qualified Electing Fund. (see Instructions for Form 8621) .
5 Did the organization have an ownership interest in a foreign partnership during the tax year? If "Yes," the organization may be required to file Form 8865, Return of U.S. Persons with Respect to Certain Foreign Partnerships. (see Instructions for Form 8865). . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
6 Did the organization have any operations in or related to any boycotting countries during the tax year? If "Yes," the organization may be required to separately file Form 5713, International Boycott Report (see Instructions for Form 5713).. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Schedule F (Form 990) 2015
Schedule F (Form 990) 2015
Page 5
Part V
Supplemental Information
Provide the information required by Part I, line 2 (monitoring of funds); Part I, line 3, column (f) (accounting method; amounts of investments vs. expenditures per region); Part II, line 1 (accounting method); Part III (accounting method); and Part III, column (c) (estimated number of recipients), as applicable. Also complete this part to provide any additional information (see instructions).
ReturnReference Explanation
PART I, LINE 2: WITH RESPECT TO GRANTS MADE BY AMERICAN HEART ASSOCIATION TO FOREIGN INDIVIDUALS, THE RECIPIENT OF AHA FUNDS MUST SATISFY CERTAIN REQUIREMENTS OUTLINED IN THE GRANT AGREEMENT. UPON SATISFACTORY COMPLETION OF THE AGREEMENT AND WRITTEN ACCEPTANCE OF ALL SERVICES, AHA REMITS THE REMAINING BALANCE OF THE GRANTED FUNDS TO THE RECIPIENT.
PART I, LINE 3: THE ASSOCIATION'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 ASSOCIATION'S INVESTMENTS. THE INVESTMENT MANAGERS ARE GUIDED BY THE ASSOCIATION'S INVESTMENT POLICY OVERSEEN BY THE INVESTMENT COMMITTEE OF THE BOARD OF DIRECTORS.
PART IV, LINE 6 THE ASSOCIATION FILED FORM 5713 WITH ITS FEDERAL FORM 990-T TO REPORT SALES OF EDUCATION AND TRAINING MATERIALS IN THE UNITED ARAB EMIRATES (UAE). ALTHOUGH UAE IS CONSIDERED A BOYCOTTING COUNTRY, THE ASSOCIATION DOES NOT PARTICIPATE IN ANY BOYCOTTING ACTIVITIES.
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
Schedule F (Form 990) 2015
Additional Data


Software ID:  
Software Version:  



SCHEDULE G (Form 990 or 990-EZ)
Department of the Treasury
Internal Revenue Service
Supplemental Information Regarding
Fundraising or Gaming Activities
Complete if the organization answered "Yes" on Form 990, Part IV, lines 17, 18, or 19, or if the organization entered more than $15,000 on Form 990-EZ, line 6a. right arrowAttach to Form 990 or Form 990-EZ.
right arrowInformation about Schedule G (Form 990 or 990-EZ) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2015
Open to Public Inspection
Name of the organization
AMERICAN HEART ASSOCIATION INC
 
Employer identification number

13-5613797
Part I
Fundraising Activities. Complete if the organization answered "Yes" on Form 990, Part IV, line 17.
Form 990-EZ filers are not required to complete this part.
1
Indicate whether the organization raised funds through any of the following activities. Check all that apply.
a e
b f
c g
d
2a
Did the organization have a written or oral agreement with any individual (including officers, directors, trustees
or key employees listed in Form 990, Part VII) or entity in connection with professional fundraising services?
b
If "Yes," list the ten highest paid individuals or entities (fundraisers) pursuant to agreements under which the fundraiser is
to be compensated at least $5,000 by the organization.


(i) Name and address of individual
or entity (fundraiser)
(ii) Activity (iii) Did fundraiser have custody or control of contributions? (iv) Gross receipts
from activity
(v) Amount paid to
(or retained by)
fundraiser listed in
col. (i)
(vi) Amount paid to
(or retained by)
organization
Yes No
 
INFOCISION MANAGEMENT CORPORATION
33 SPRINGSIDE DRIVE
 
AKRON, OH44333
TELEMARKETING SOLICITATIONS   No 5,407,059 3,387,522 2,019,437
 
INSURANCE AUTO AUCTIONS
13085 HAMILTON CROSSING SUITE 500
 
CARMEL, IN46032
DONATED VEHICLE PROGRAM Yes   273,505 62,161 211,344
             
             
             
             
             
             
             
             
Total . . . . . . . . . . . . . . . . . . . . right arrow 5,680,564 3,449,683 2,230,781
3
List all states in which the organization is registered or licensed to solicit contributions or has been notified it is exempt from registration or licensing.
AL, AK, AZ, AR, CA, CO, CT, DE, DC, FL, GA, HI, ID, WY, WI, WA, VA, VT, UT, TX, TN, SD, SC, RI, PA, OR, OK, OH, ND, NC, NY, NM, NJ, NH, NV, NE, MT, MO, MS, MN, MI, MA, MD, ME, LA, KY, KS, IA, IN, IL, WV
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 50083H
Schedule G (Form 990 or 990-EZ) 2015
Schedule G (Form 990 or 990-EZ) 2015
Page 2
Part II
Fundraising Events. Complete if the organization answered "Yes" on Form 990, Part IV, line 18, or reported more than $15,000 of fundraising event contributions and gross income on Form 990-EZ, lines 1 and 6b. List events with gross receipts greater than $5,000.




VerticalRevenue
(a) Event #1

DALLAS HEARTWALK
(event type)
(b) Event #2

DALLAS HEART BALL
(event type)
(c) Other events

7,733
(total number)
(d) Total events
(add col. (a) through col. (c))

1

Gross receipts . . . . .

6,577,963

4,439,867

298,908,790

309,926,620

2

Less: Contributions . . . .

6,577,963

2,252,105

281,658,534

290,488,602
3 Gross income (line 1 minus
line 2) . . . . . .

 

2,187,762

17,250,256

19,438,018



VerticalDirectExpenses
4 Cash prizes . . . . .        
5 Noncash prizes . . . . 113,243 10,557 11,049,038 11,172,838
6 Rent/facility costs . . . . 322,856 346,756 11,140,680 11,810,292
7 Food and beverages . . . 87 2,764 5,391,891 5,394,742
8 Entertainment . . . . 17,248 36,288 1,578,157 1,631,693
9 Other direct expenses . . . 3,952 80,134 2,217,548 2,301,634
10 Direct expense summary. Add lines 4 through 9 in column (d) . . . . . . . . . . right arrow 32,311,199
11 Net income summary. Subtract line 10 from line 3, column (d). . . . . . . . . . right arrow -12,873,181
Part III
Gaming. Complete if the organization answered "Yes" on Form 990, Part IV, line 19, or reported more than $15,000 on Form 990-EZ, line 6a.
VerticalRevenue
(a) Bingo (b) Pull tabs/Instant
bingo/progressive bingo
(c) Other gaming (d) Total gaming (add col.(a) through col.(c))

1

Gross revenue . . . . .

22,926

 

134,689

157,615
VerticalDirectExpenses

2

Cash prizes . . . . .

 

 

 

 

3

Noncash prizes . . . .

 

 

1,488

1,488

4

Rent/facility costs . . . .

 

 

 

 

5

Other direct expenses . . .

3,952

80,134

2,217,548

2,301,634


6


Volunteer labor . . . .
%
%
%


7

Direct expense summary. Add lines 2 through 5 in column (d) . . . . . . . . . . right arrow

1,488

8

Net gaming income summary. Subtract line 7 from line 1, column (d). . . . . . . . . right arrow

156,127

9
Enter the state(s) in which the organization conducts gaming activities: AL , AR , DE , FL , LA , MS , NY , SD , TN , TX
a
Is the organization licensed to conduct gaming activities in each of these states? . . . . . . . .
b
If "No," explain:
LICENSED WHERE REQUIRED. SOME STATES DO NOT REQUIRE SPECIFIC LICENSURE OR THE ACTIVITY IS BELOW THE SPECIFIED THRESHOLD.
10a
Were any of the organization's gaming licenses revoked, suspended or terminated during the tax year? . . .
b
If "Yes," explain:
 
Schedule G (Form 990 or 990-EZ) 2015
Schedule G (Form 990 or 990-EZ) 2015
Page 3
11
Does the organization conduct gaming activities with nonmembers? . . . . . . . . . . .
12
Is the organization a grantor, beneficiary or trustee of a trust or a member of a partnership or other entity
formed to administer charitable gaming? . . . . . . . . . . . . . . . . .
13
Indicate the percentage of gaming activity conducted in:
a
The organization's facility . . . . . . . . . . . . . . . . . .
13a
%
b
An outside facility . . . . . . . . . . . . . . . . . . . .
13b
100.000 %
14
Enter the name and address of the person who prepares the organization's gaming/special events books and records:
Name right arrow
CYNTHIA ROBERTS CFO
Address right arrow
7272 GREENVILLE AVENUE
DALLAS,TX75231
15a
Does the organization have a contract with a third party from whom the organization receives gaming
revenue? . . . . . . . . . . . . . . . . . . . . . . . .
b
If "Yes," enter the amount of gaming revenue received by the organization right arrow $   and the
amount of gaming revenue retained by the third party right arrow $   .
c
If "Yes," enter name and address of the third party:
Name right arrow
Address right arrow
 
 
16
Gaming manager information:
Name right arrow
Gaming manager compensation right arrow $  
Description of services provided right arrow
 
17
Mandatory distributions:
a
Is the organization required under state law to make charitable distributions from the gaming proceeds to
retain the state gaming license? . . . . . . . . . . . . . . . . . . .
b
Enter the amount of distributions required under state law distributed to other exempt organizations or spent
in the organization's own exempt activities during the tax year right arrow$  
Part IV
Supplemental Information. Provide the explanations required by Part I, line 2b, columns (iii) and (v); and Part III, lines 9, 9b, 10b, 15b, 15c, 16, and 17b, as applicable. Also complete this part to provide any additional information (see instructions).
Return Reference Explanation
SCHEDULE G, PART III, LINE 16 THE ASSOCIATION DOES NOT HAVE AN OVERALL MANAGER FOR GAMING ACTIVITIES. EACH GAMING EVENT IS MANAGED LOCALLY BY THE AFFILIATE OFFICE STAFF RESPONSIBLE FOR EVENTS IN THAT LOCATION.
Schedule G (Form 990 or 990-EZ) 2015
Additional Data


Software ID:  
Software Version:  
Schedule I
(Form 990)
Department of the Treasury
Internal Revenue Service
Grants and Other Assistance to Organizations,
Governments and Individuals in the United States
Complete if the organization answered "Yes," on Form 990, Part IV, line 21 or 22.
lBullet Attach to Form 990.
lBullet Information about Schedule I (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2015
Open to Public
Inspection
Name of the organization
AMERICAN HEART ASSOCIATION INC
 
Employer identification number
13-5613797
Part I
General Information on Grants and Assistance
1
Does the organization maintain records to substantiate the amount of the grants or assistance, the grantees' eligibility for the grants or assistance, and
the selection criteria used to award the grants or assistance? ........................
2
Describe in Part IV the organization's procedures for monitoring the use of grant funds in the United States.
Part II
Grants and Other Assistance to Domestic Organizations and Domestic Governments. Complete if the organization answered "Yes" on Form 990, Part IV, line 21, for any recipient
that received more than $5,000. Part II can be duplicated if additional space is needed.
(a) Name and address of organization
or government
(b) EIN (c) IRC section
if applicable
(d) Amount of cash grant (e) Amount of non-cash
assistance
(f) Method of valuation
(book, FMV, appraisal,
other)
(g) Description of
non-cash assistance
(h) Purpose of grant
or assistance
(1) ACTIVE TRANSPORTATION ALLIANCE
9 WEST HUBBARD STREET SUITE 402
CHICAGO,IL60654
36-3385886 501(C)(3) 161,060       CHILDHOOD OBESITY INITIATIVE
(2) ADAIR FIRE DEPARTMENT
PO BOX 36
ADAIR,IA50002
42-6163465 CITY OF ADAIR 24,500       DEFIBRILLATORS AND MONITORS
(3) ADMETSYS
21 DRYDOCK AVENUE SIXTH FLOOR
BOSTON,MA02210
20-8631587   20,000       INNOVATION GRANT
(4) AFTERSCHOOL ALLIANCE
1616 H STREET NORTHWEST SUITE 820
WASHINGTON,DC20006
52-2275123 501(C)(3) 292,500       CHILDHOOD OBESITY INITIATIVE
(5) ALBANY MEDICAL CENTER
47 NEW SCOTLAND AVENUE
ALBANY,NY12208
14-1338310 501(C)(3) 192,573       RESEARCH
(6) ALBERT EINSTEIN COLLEGE OF MEDICINE
1300 MORRIS PARK AVENUE
BRONX,NY10461
13-1624225 501(C)(3) 311,961       RESEARCH
(7) ALLEGAN GENERAL HOSPITAL
555 LINN STREET
ALLEGAN,MI49010
38-1359180 501(C)(3) 15,000       EMERGENCY EQUIPMENT UPGRADE
(8) ALLEGHENY-SINGER RESEARCH INSTITUTE PITTSBURGH
320 EAST NORTH AVENUE
PITTSBURGH,PA15212
25-1320493 501(C)(3) 16,835       RESEARCH
(9) ALLEN MEMORIAL HOSPITAL CORPORATION
1825 LOGAN AVENUE
WATERLOO,IA50703
42-0698265 501(C)(3) 23,400       EMERGENCY EQUIPMENT UPGRADE
(10) ALLIANCE FIRE DEPARTMENT
315 CHEYENNE AVENUE
ALLIANCE,NE69301
47-6091967 CITY OF ALLIANCE 25,087       DEFIBRILLATORS AND MONITORS
(11) ALLIANCE FOR A HEALTHIER GENERATION
55 WEST 125TH STREET
NEW YORK,NY10027
27-2028308 501(C)(3) 2,292,500       CHILDHOOD OBESITY INITIATIVE
(12) ALLISON BRISTOW AMBULANCE
PO BOX 281
ALLISON,IA50602
37-1781154 CITY OF ALLISON 20,980       DEFIBRILLATORS AND MONITORS
(13) ALMA FIRE DEPARTMENT
PO BOX 468
ALMA,NE68920
47-6006072 CITY OF ALMA 25,532       DEFIBRILLATORS AND MONITORS
(14) AMERICAN LUNG ASSOCIATION OF THE MIDLAND STATES INC
5900 WILCOX PLACE
DUBLIN,OH43016
31-4379531 501(C)(3) 16,000       ANTI-TOBACCO ADVOCACY
(15) AMERICAN MEDICAL RESPONSE AMBULANCE INC
6200 SOUTH SYRACUSE WAY SUITE 200
GREENWOOD VILLAGE,CO80111
04-3147881   23,186       DEFIBRILLATORS AND MONITORS
(16) ANACONDA DEER LODGE COUNTY
800 MAIN STREET
ANACONDA,MT59711
81-6001354 ANACONDA COUNTY 23,133       DEFIBRILLATORS AND MONITORS
(17) ANSLEY RURAL FIRE PROTECTION DISTRICT
PO BOX 333
ANSLEY,NE68814
47-6084438 CITY OF ANSLEY 25,532       DEFIBRILLATORS AND MONITORS
(18) ANTELOPE MEMORIAL HOSPITAL
PO BOX 229
NELIGH,NE68756
47-0393176 501(C)(3) 37,169       EMERGENCY EQUIPMENT UPGRADE
(19) ARAPAHOE AMBULANCE SERVICE
411 6TH STREET
ARAPAHOE,NE68922
47-6006075 CITY OF ARAPAHOE 22,555       DEFIBRILLATORS AND MONITORS
(20) ATKINSON AMBULANCE SERVICE
512 EAST PEARL
ATKINSON,NE68713
47-0718654 CITY OF ATKINSON 25,170       DEFIBRILLATORS AND MONITORS
(21) AUDUBON COUNTY HOSPITAL FOUNDATION
515 PACIFIC AVENUE
AUDUBON,IA50025
42-1422559 501(C)(3) 12,000       EMERGENCY EQUIPMENT UPGRADE
(22) AUDUBON FIRE DEPARTMENT
113 MARKET STREET
AUDUBON,IA50025
42-1211373 CITY OF AUDUBON 25,532       DEFIBRILLATORS AND MONITORS
(23) AVERA HOLY FAMILY
826 NORTH 8TH STREET
ESTHERVILLE,IA51334
42-0680370 501(C)(3) 12,000       EMERGENCY EQUIPMENT UPGRADE
(24) BATON ROUGE SPONSORING COMMITTEE
756 SOUTH ACADIAN THROUGHWAY APT 1
BATON ROUGE,LA70806
80-0581861 501(C)(3) 44,824       CHILDHOOD OBESITY INITIATIVE
(25) BATTLE CREEK FIRE AND RESCUE
PO BOX 280
BATTLE CREEK,NE68716
47-6006090 CITY OF BATTLE CREEK 34,506       DEFIBRILLATORS AND MONITORS
(26) BAUM-HARMON MERCY HOSPITAL
255 NORTH WELCH AVENUE
PRIMGHAR,IA51245
42-1500277 501(C)(3) 12,000       EMERGENCY EQUIPMENT UPGRADE
(27) BAYCARE HEALTH SYSTEM INC
2985 DREW STREET
CLEARWATER,FL33759
59-2796965 501(C)(3) 6,000       ACTION REGISTRY
(28) BAYLOR COLLEGE OF MEDICINE
PO BOX 301207
DALLAS,TX75303
74-1613878 501(C)(3) 2,002,977       RESEARCH
(29) BEARTOOTH BILLINGS CLINIC
PO BOX 590
RED LODGE,MT59068
81-0224734 501(C)(3) 11,999       EMERGENCY EQUIPMENT UPGRADE
(30) BELMOND COMMUNITY HOSPITAL
PO BOX 31
BELMOND,IA50421
42-1242314 501(C)(3) 24,500       DEFIBRILLATORS AND MONITORS
(31) BELT VOLUNTEER AMBULANCE SERVICE
PO BOX 74
BELT,MT59412
56-2565946 501(C)(3) 25,000       EMERGENCY EQUIPMENT UPGRADE
(32) BENEFIS HOSPITALS INC
500 15TH AVENUE SOUTH
GREAT FALLS,MT59405
81-0232122 501(C)(3) 28,400       EMERGENCY EQUIPMENT UPGRADE
(33) BENEFIS TETON MEDICAL CENTER
915 4TH STREET NORTHWEST
CHOTEAU,MT59422
47-3448483   11,999       EMERGENCY EQUIPMENT UPGRADE
(34) BETH ISRAEL DEACONESS MEDICAL CENTER
330 BROOKLINE AVENUE
BOSTON,MA02215
04-2103881 501(C)(3) 916,654       RESEARCH
(35) BEYOND SOCCER INC
60 ISLAND STREET SUITE 508E
LAWRENCE,MA01840
45-0648718 501(C)(3) 15,750       COMMUNITY IMPACT GRANT
(36) BICYCLE TRANSPORTATION
618 NORTHWEST GLISAN SUITE 401
PORTLAND,OR97209
93-1057956 501(C)(3) 76,539       CHILDHOOD OBESITY INITIATIVE
(37) BIG HORN HOSPITAL ASSOCIATION
17 NORTH MILES AVENUE
HARDIN,MT59034
81-0384618 501(C)(3) 11,999       EMERGENCY EQUIPMENT UPGRADE
(38) BIG MOUNTAIN FIREFIGHTERS ASSOCIATION
3790 BIG MOUNTAIN ROAD
WHITEFISH,MT59937
82-0534620 501(C)(3) 25,000       EMERGENCY EQUIPMENT UPGRADE
(39) BIG SANDY MEDICAL CENTER INC
PO BOX 530
BIG SANDY,MT59520
81-0291695 501(C)(3) 11,999       EMERGENCY EQUIPMENT UPGRADE
(40) BIG SPRINGS RURAL FIRE PROTECTION DISTRICT
100 EAST 3RD STREET
BIG SPRINGS,NE69122
26-2074916 CITY OF BIG SPRINGS 25,626       DEFIBRILLATORS AND MONITORS
(41) BILLINGS CLINIC FOUNDATION
1020 NORTH 27TH STREET
BILLINGS,MT59101
81-0407289 501(C)(3) 28,400       EMERGENCY EQUIPMENT UPGRADE
(42) BIOMEDICAL RESEARCH INSTITUTE OF NEW MEXICO
1501 SAN PEDRO SOUTHEAST
ALBUQUERQUE,NM87108
85-0374063 501(C)(3) 142,592       RESEARCH
(43) BLAINE I INC
PO BOX 1053
CHINOOK,MT59523
81-0529293 501(C)(3) 25,000       DEFIBRILLATORS AND MONITORS
(44) BLOOD CENTER OF WISCONSIN
PO BOX 78961
MILWAUKEE,WI53278
39-0807235 501(C)(3) 48,541       RESEARCH
(45) BLOOMFIELD AMBULANCE
PO BOX 261
BLOOMFIELD,NE68718
26-2074916 CITY OF BLOOMFIELD 25,170       DEFIBRILLATORS AND MONITORS
(46) BOONE COUNTY HOSPITAL FOUNDATION
723 WEST FAIRVIEW
ALBLON,NE68620
42-1403291 501(C)(3) 23,999       EMERGENCY EQUIPMENT UPGRADE
(47) BOSTON EMERGENCY MEDICAL SERVICES
1010 MASSACHUSETTS AVENUE
BOSTON,MA02118
04-3316655 CITY OF BOSTON 22,500       COMMUNITY IMPACT GRANT
(48) BOSTON UNIVERSITY MEDICAL CAMPUS
85 EAST NEWTON STREET
BOSTON,MA02118
04-2103547 501(C)(3) 473,518       RESEARCH
(49) BOZEMAN DEACONESS FOUNDATION
931 HIGHLAND BOULEAVRD SUITE 3200
BOZEMAN,MT59715
84-1407943 501(C)(3) 64,399       EMERGENCY EQUIPMENT UPGRADE
(50) BRIDGEPORT EMS DEPARTMENT
PO BOX 280
BRIDGEPORT,NE69336
47-6006114 CITY OF BRIDGEPORT 25,581       DEFIBRILLATORS AND MONITORS
(51) BRIGHAM & WOMEN'S HOSPITAL
PO BOX 3887
BOSTON,MA02241
04-2312909 501(C)(3) 1,577,476       RESEARCH
(52) BROWN COUNTY HOSPITAL AUXILIARY INC
PO BOX 325
AINSWORTH,NE69210
23-7198974 501(C)(3) 12,000       EMERGENCY EQUIPMENT UPGRADE
(53) BUHL FIRE AND AMBULANCE
300 JONES AVENUE
BUHL,MN55713
41-6005020 CITY OF BUHL 23,160       DEFIBRILLATORS AND MONITORS
(54) CABINET PEAKS MEDICAL CENTER
209 HEALTH PARK DRIVE
LIBBY,MT59923
81-0241755 501(C)(3) 11,999       EMERGENCY EQUIPMENT UPGRADE
(55) CALIFORNIA CENTER FOR PUBLIC HEALTH ADVOCACY
1947 GALILEO COURT SUITE 101
DAVIS,CA95618
95-4723901 501(C)(3) 250,000       CHILDHOOD OBESITY INITIATIVE
(56) CALIFORNIA STATE UNIVERSITY FULLERTON
2600 NUTWOOD AVENUE SUITE 275
FULLERTON,CA92831
95-2081258 501(C)(3) 144,026       RESEARCH
(57) CALLAWAY DISTRICT HOSPITAL FOUNDATION
PO BOX 100
CALLAWAY,NE68825
47-0707798 501(C)(3) 11,999       EMERGENCY EQUIPMENT UPGRADE
(58) CAMPAIGN FOR TOBACCO FREE KIDS ACTION
1400 I STREET NORTHWEST SUITE 1200
WASHINGTON,DC20005
52-1969967 501(C)(3) 87,500       ANTI-TOBACCO ADVOCACY
(59) CAPACITY BUILDERS INC
418 WEST BROADWAY SUITE C
FARMINGTON,NM87401
26-1077416 501(C)(3) 31,794       CHILDHOOD OBESITY INITIATIVE
(60) CASE WESTERN RESERVE UNIVERSITY
10900 EUCLID AVENUE
CLEVELAND,OH44106
34-1018992 501(C)(3) 383,977       RESEARCH
(61) CEDARS-SINAI MEDICAL CENTER
6500 WILSHIRE BOULEVARD SUITE 1150
LOS ANGELES,CA90048
95-1644600 501(C)(3) 727,036       RESEARCH
(62) CENTRACARE HEALTH SYSTEM
1406 6TH AVENUE NORTH
ST CLOUD,MN56303
41-1813221 501(C)(3) 24,400       EMERGENCY EQUIPMENT UPGRADE
(63) CENTRACARE HEALTH SYSTEM SAUK CENTRE
425 ELM STREET NORTH
SAUK CENTRE,MN56378
45-2438973 501(C)(3) 12,000       EMERGENCY EQUIPMENT UPGRADE
(64) CENTRAL IOWA HEALTHCARE
3 SOUTH 4TH AVENUE
MARSHALLTOWN,IA50158
42-0948420 501(C)(3) 23,400       EMERGENCY EQUIPMENT UPGRADE
(65) CENTRAL MONTANA SURGERY CENTER INC
1411 9TH STREET SOUTH
GREAT FALLS,MT59405
84-1396628   11,998       EMERGENCY EQUIPMENT UPGRADE
(66) CHADRON VOLUNTEER FIRE DEPARTMENT
PO BOX 829
CHADRON,NE69337
80-0925181 CITY OF CHADRON 25,532       DEFIBRILLATORS AND MONITORS
(67) CHAPMAN UNIVERSITY
ONE UNIVERSITY DRIVE
ORANGE,CA92866
95-1643992 501(C)(3) 216,048       RESEARCH
(68) CHASE COUNTY COMMUNITY HOSPITAL FOUNDATION INC
PO BOX 819
IMPERIAL,NE69033
47-0839293 501(C)(3) 11,999       EMERGENCY EQUIPMENT UPGRADE
(69) CHERRY COUNTY HOSPITAL FOUNDATION
PO BOX 228
VALENTINE,NE69201
47-0599096 501(C)(3) 13,440       EMERGENCY EQUIPMENT UPGRADE
(70) CHI NEBRASKA
12809 WEST DODGE ROAD
OMAHA,NE68154
36-3233121 501(C)(3) 53,400       EMERGENCY EQUIPMENT UPGRADE
(71) CHICKASAW AMBULANCE SERVICE
PO BOX 295
NEW HAMPTON,IA50659
26-4626913 TRIBAL 25,532       DEFIBRILLATORS AND MONITORS
(72) CHILDREN AT RISK
2900 WESLAYAN STREET SUITE 400
HOUSTON,TX77027
76-0360533 501(C)(3) 151,598       CHILDHOOD OBESITY INITIATIVE
(73) CHILDREN'S HOSPITAL BOSTON
300 LONGWOOD AVENUE
BOSTON,MA02115
04-2774441 501(C)(3) 1,259,768       RESEARCH
(74) CHILDREN'S HOSPITAL CINCINNATI
3333 BURNET AVENUE
CINCINNATI,OH45229
31-0833936 501(C)(3) 1,090,484       RESEARCH
(75) CHOTEAU COUNTY DISTRICT HOSPITAL
PO BOX 249
FORT BENTON,MT59442
81-0348783   11,999       EMERGENCY EQUIPMENT UPGRADE
(76) CITY HARVEST INC
6 EAST 32ND STREET 5TH FLOOR
NEW YORK,NY10016
13-3170676 501(C)(3) 53,048       COMMUNITY IMPACT GRANT
(77) CITY OF GREAT FALLS
109 9TH STREET SOUTH
GREAT FALLS,MT59401
81-6001269 CITY OF GREAT FALLS 24,973       DEFIBRILLATORS AND MONITORS
(78) CITY OF OSCEOLA
451 NORTH MAIN STREET
OSCEOLA,NE68651
47-6006310 CITY OF OSCEOLA 33,455       DEFIBRILLATORS AND MONITORS
(79) CITY OF PRAIRIE CITY
PO BOX 607
PRAIRIE CITY,IA50228
42-6005132 CITY OF PRAIRIE CITY 24,500       DEFIBRILLATORS AND MONITORS
(80) CITY OF SCRIBNER RESCUE SQUAD
508 3RD STREET
SCRIBNER,NE68057
47-6006352 CITY OF SCRIBNER 23,875       DEFIBRILLATORS AND MONITORS
(81) CITY OF ST PAUL
PO BOX 222
ST PAUL,NE68873
47-6006345 CITY OF ST. PAUL 25,170       DEFIBRILLATORS AND MONITORS
(82) CITY UNIVERSITY OF NEW YORK CITY COLLEGE
230 WEST 41ST STREET 7TH FLOOR
NEW YORK,NY10036
13-1988190 501(C)(3) 144,032       RESEARCH
(83) CLARENCE AMBULANCE SERVICE VOLUNTEERS ASSOCIATION INC
1202 LOMBARD STREET
CLARENCE,IA52216
20-0897024 501(C)(3) 24,450       DEFIBRILLATORS AND MONITORS
(84) CLEMSON UNIVERSITY
321 BRACKETT HALL
CLEMSON,SC29634
57-6000254 STATE OF SC 234,286       RESEARCH
(85) CLEVELAND CLINIC FOUNDATION
9500 EUCLID AVENUE
CLEVELAND,OH44195
34-0714585 501(C)(3) 713,474       RESEARCH
(86) COLO FIRE AND RESCUE
209 MAIN STREET
COLO,IA50056
42-6004410 CITY OF COLO 24,500       DEFIBRILLATORS AND MONITORS
(87) COLSTRIP AMBULANCE SERVICE
303 WILLOW AVENUE
COLSTRIP,MT59325
81-6001424 CITY OF COLSTRIP 36,806       DEFIBRILLATORS AND MONITORS
(88) COLUMBIA UNIVERSITY NEW YORK
PO BOX 29789
NEW YORK,NY10087
13-5598093 501(C)(3) 4,298,336       RESEARCH
(89) COLUMBUS COMMUNITY HOSPITAL INC
4600 38TH STREET
COLUMBUS,NE68601
47-0542043 501(C)(3) 11,999       EMERGENCY EQUIPMENT UPGRADE
(90) COMMUNITY AMBULANCE OF PRESTON IOWA
PO BOX 474
PRESTON,IA52069
42-6269563 501(C)(3) 25,532       DEFIBRILLATORS AND MONITORS
(91) COMMUNITY CYCLING CENTER
1805 NORTHEAST 2ND AVENUE
PORTLAND,OR97211
93-1127186 501(C)(3) 5,021       CHILDHOOD OBESITY INITIATIVE
(92) COMMUNITY HOSPITAL ASSOCIATION
PO BOX 1328
MCCOOK,NE69001
47-0533373 501(C)(3) 11,999       EMERGENCY EQUIPMENT UPGRADE
(93) COMMUNITY MEDICAL CENTER INC
PO BOX 399
FALLS CITY,NE68355
47-0421272 501(C)(3) 11,999       EMERGENCY EQUIPMENT UPGRADE
(94) COMMUNITY MEDICAL CENTER INC
2827 FORT MISSOULA ROAD
MISSOULA,MT59804
81-0247705 501(C)(3) 28,400       EMERGENCY EQUIPMENT UPGRADE
(95) COMMUNITY MEMORIAL HOSPITAL FOUNDATION
1579 MIDLAND STREET
SYRACUSE,NE68446
27-1247813 501(C)(3) 11,999       EMERGENCY EQUIPMENT UPGRADE
(96) COMMUNITY PARTNERS
3655 SOUTH GRANDE AVENUE SUITE 240
LOS ANGELES,CA90007
95-4302067 501(C)(3) 85,782       CHILDHOOD OBESITY INITIATIVE
(97) COMMUNITY ROWING INC
HARRY PARKER BOATHOUSE 20
BRIGHTON,MA02135
04-2863756 501(C)(3) 18,000       COMMUNITY IMPACT GRANT
(98) CONNECTICUT COMMUNITY FOUNDATION INC
43 FIELD STREET
WATERBURY,CT06702
06-6038074 501(C)(3) 10,000       COMMUNITY IMPACT GRANT
(99) CORNELL UNIVERSITY
341 PINE TREE ROAD
ITHACA,NY14850
13-0532082 501(C)(3) 811,725       RESEARCH
(100) CORVALLIS RURAL FIRE DISTRICT
PO BOX 13
CORVALLIS,MT59828
81-0399189 CITY OF CORVALLIS 24,841       DEFIBRILLATORS AND MONITORS
(101) COVENANT MEDICAL CENTER INC
1447 NORTH HARRISON STREET
SAGINAW,MI48602
38-3369438 501(C)(3) 76,800       EMERGENCY EQUIPMENT UPGRADE
(102) COZAD FIRE AND RESCUE
PO BOX 309
COZAD,NE69130
47-6006147 CITY OF COZAD 25,597       DEFIBRILLATORS AND MONITORS
(103) COZAD HOSPITAL FOUNDATION
PO BOX 108
COZAD,NE69130
47-0634575 501(C)(3) 11,999       EMERGENCY EQUIPMENT UPGRADE
(104) CRAWFORD VOLUNTEER FIRE DEPART
PO BOX 184
CRAWFORD,NE69339
47-0628532 CITY OF CRAWFORD 24,898       DEFIBRILLATORS AND MONITORS
(105) CREIGHTON AMBULANCE SERVICE
809 MAIN STREET
CREIGHTON,NE68729
47-6006152 CITY OF CREIGHTON 25,532       DEFIBRILLATORS AND MONITORS
(106) CRESTON FIREFIGHTERS ASSOCIATION
4498 MONTANA HIGHWAY 35
KALISPELL,MT59901
81-0457369 501(C)(3) 50,000       DEFIBRILLATORS AND MONITORS
(107) CRETE AREA MEDICAL CENTER
2910 BETTEN DRIVE
CRETE,NE68333
47-0841285 501(C)(3) 12,000       EMERGENCY EQUIPMENT UPGRADE
(108) CUMBERLAND FIRE AND RESCUE
207 MAIN STREET
CUMBERLAND,IA50843
42-6004452 CITY OF CUMBERLAND 24,500       DEFIBRILLATORS AND MONITORS
(109) DAHL MEMORIAL HEALTHCARE ASSOCIATION INC
PO BOX 46
EKALATA,MT59324
81-0264548 501(C)(3) 36,007       EMERGENCY EQUIPMENT UPGRADE
(110) DARTMOUTH COLLEGE
6066 DEVELOPMENT OFFICE
HANOVER,NH03755
02-0222111 501(C)(3) 185,184       RESEARCH
(111) DAVID CITY VOLUNTEER FIRE DEPARTMENT RESCUE
552 D STREET
DAVID CITY,NE68632
47-0830921 CITY OF DAVID CITY 20,720       DEFIBRILLATORS AND MONITORS
(112) DEER RIVER HEALTH CARE INC
115 10TH AVENUE NORTHEAST
DEER RIVER,MN56636
41-0844574 501(C)(3) 24,000       EMERGENCY EQUIPMENT UPGRADE
(113) DESHLER VOLUNTEER FIRE DEPARTMENT
PO BOX 116
DESHLER,NE68340
84-1717621 CITY OF DESHLER 25,532       DEFIBRILLATORS AND MONITORS
(114) DODGE VOLUNTEER FIRE DEPARTMENT
PO BOX 13
DODGE,NE68533
47-6033689 501(C)(3) 25,532       DEFIBRILLATORS AND MONITORS
(115) DOUGLAS COUNTY HOSPITAL AUXILIARY
111 17TH AVENUE EAST
ALEXANDRIA,MN56308
41-6039201 501(C)(3) 12,000       EMERGENCY EQUIPMENT UPGRADE
(116) DOW CITY ARION COMMUNITY FIRE DEPARTMENT
107 WEST PEARL
DOW CITY,IA51528
42-6268071 CITY OF DOW CITY 25,533       DEFIBRILLATORS AND MONITORS
(117) DREXEL UNIVERSITY
3141 CHESTNUT STREET
PHILADELPHIA,PA19104
23-1352630 501(C)(3) 720,162       RESEARCH
(118) DUBUQUE MERCY HEALTH FOUNDATION
250 MERCY DRIVE
DUBUQUE,IA52001
26-2227941 501(C)(3) 23,400       EMERGENCY EQUIPMENT UPGRADE
(119) DUKE UNIVERSITY MEDICAL CENTER
PO BOX 602651
CHARLOTTE,NC28260
56-0532129 501(C)(3) 5,910,282       RESEARCH
(120) DUNDY COUNTY AMBULANCE
PO BOX 506
BENKELMAN,NE69021
47-6006456 DUNDY COUNTY 24,450       DEFIBRILLATORS AND MONITORS
(121) DUNDY COUNTY HOSPITAL FOUNDATION INC
1313 NORTH CHEYENNE STREET
BENKELMAN,NE69021
47-0743261 501(C)(3) 11,999       EMERGENCY EQUIPMENT UPGRADE
(122) EAST CAROLINA UNIVERSITY
2200 SOUTH CHARLES BOULEVARD
GREENVILLE,NC27858
56-6000403 STATE OF NC 92,545       RESEARCH
(123) EAST TENNESSEE STATE UNIVERSITY
PO BOX 70732
JOHNSON CITY,TN37614
62-6021046 STATE OF TN 25,252       RESEARCH
(124) EASTERN VIRGINIA MEDICAL SCHOOL
358 MOWBRAY ARCH 303
NORFOLK,VA23507
54-6055378 501(C)(3) 144,032       RESEARCH
(125) EAT SMART & MOVE MORE SOUTH CAROLINA
111 STONEMARK LANE SUITE 115
COLUMBIA FALLS,SC29210
57-1099619 501(C)(3) 160,794       CHILDHOOD OBESITY INITIATIVE
(126) EDWARD VIA VIRGINIA COLLEGE OF OSTEPATHIC MEDICINE
2265 KRAFT DRIVE
BLACKSBURG,VA24060
54-2052107 501(C)(3) 288,065       RESEARCH
(127) ELM CREEK VOLUNTEER FIRE AND RESCUE DEPARTMENT
PO BOX 206
ELM CREEK,NE68836
47-0691465 CITY OF ELM CREEK 25,532       DEFIBRILLATORS AND MONITORS
(128) EMORY UNIVERSITY
PO BOX 935084
ATLANTA,GA31193
58-0566256 501(C)(3) 1,645,710       RESEARCH
(129) ENNIS AMBULANCE SERVICE
PO BOX 147
ENNIS,MT59729
81-6006455 CITY OF ENNIS 17,229       DEFIBRILLATORS AND MONITORS
(130) ESTHERVILLE AMBULANCE SERVICE
15 NORTH FIRST STREET
ESTHERVILLE,IA51334
42-0984765 CITY OF ESTHERVILLE 25,532       DEFIBRILLATORS AND MONITORS
(131) EUREKA VOLUNTEER AMBULANCE SERVICE
PO BOX 736
EUREKA,MT59917
84-1372287 501(C)(3) 25,026       DEFIBRILLATORS AND MONITORS
(132) EVERGREEN FIRE DEPARTMENT
2236 HIGHWAY 2 EAST
KALISPELL,MT59901
26-1456302 CITY OF EVERGREEN 24,841       DEFIBRILLATORS AND MONITORS
(133) FAIRFIELD VOLUNTEER FIRE DEPARTMENT
PO BOX 51
FAIRFIELD,MT59436
81-0416383 501(C)(3) 25,000       DEFIBRILLATORS AND MONITORS
(134) FAIRVIEW HEALTH SERVICES
2450 RIVERSIDE AVENUE SOUTH
MINNEAPOLIS,MN55454
41-0991680 501(C)(3) 12,734       DEFIBRILLATORS AND MONITORS
(135) FAITH REGIONAL HEALTH SERVICES
2700 WEST NORFOLK AVENUE
NORFOLK,NE68701
47-0796875 501(C)(3) 28,900       EMERGENCY EQUIPMENT UPGRADE
(136) FALLS CITY VOLUNTEER AMBULANCE SQUAD
PO BOX 551
FALLS CITY,NE68635
47-6006075 CITY OF FALLS CITY 25,532       DEFIBRILLATORS AND MONITORS
(137) FAYETTE AMBULANCE SERVICE INC
PO BOX 626
FAYETTE,IA52142
46-2660249 501(C)(3) 24,864       DEFIBRILLATORS AND MONITORS
(138) FIRST CARE MEDICAL SERVICES
900 HILLIGOSS BOULEVARD SOUTHEAST
FOSSTON,MN56542
41-0706143 501(C)(3) 24,000       EMERGENCY EQUIPMENT UPGRADE
(139) FLORIDA INTERNATIONAL UNIVERSITY
11200 SOUTHWEST 8TH STREET
MIAMI,FL33199
65-0177616 STATE OF FL 144,032       RESEARCH
(140) FLORIDA STATE UNIVERSITY
2000 LEVY AVENUE
TALLAHASSEE,FL32310
59-3211153 STATE OF FL 48,634       RESEARCH
(141) FLOYD VALLEY HOSPITAL FOUNDATION
714 LINCOLN STREET NORTHEAST
LE MARS,IA51031
20-4095776 501(C)(3) 12,000       EMERGENCY EQUIPMENT UPGRADE
(142) FONDA AMBULANCE SERVICE
104 WEST 2ND STREET
FONDA,IA50540
42-6004666 CITY OF FONDA 24,500       DEFIBRILLATORS AND MONITORS
(143) FOUNDATION FOR ANNIE JEFFREY
PO BOX 428
OSCEOLA,NE68651
20-8143443 501(C)(3) 11,999       EMERGENCY EQUIPMENT UPGRADE
(144) FOUNDATION FOR HEALTHY GENERATIONS
419 3RD AVENUE WEST
SEATTLE,WA98119
91-6186093 501(C)(3) 158,396       CHILDHOOD OBESITY INITIATIVE
(145) FRANCES MAHON DEACONESS HOSPITAL
621 3RD STREET SOUTH
GLASGOW,MT59230
81-0231786 501(C)(3) 11,999       EMERGENCY EQUIPMENT UPGRADE
(146) FRANCISCAN CARE SERVICES INC
430 NORTH MONITOR STREET
WEST POINT,NE68788
47-0486026 501(C)(3) 11,999       EMERGENCY EQUIPMENT UPGRADE
(147) FRANKLIN COUNTY MEMORIAL HOSPITAL
PO BOX 315
FRANKLIN,NE68939
47-6007436 FRANKLIN COUNTY 12,000       EMERGENCY EQUIPMENT UPGRADE
(148) FREMONT FIRE DEPARTMENT
415 EAST 16TH STREET
FREMONT,NE68025
47-6006192 CITY OF FREMONT 25,720       DEFIBRILLATORS AND MONITORS
(149) FREMONT HEALTH CLINIC
450 EAST 23RD STREET
FREMONT,NE68025
47-0717207 501(C)(3) 28,800       EMERGENCY EQUIPMENT UPGRADE
(150) FROEDTERT HEALTH INC
9200 WEST WISCONSIN AVENUE
MILWAUKEE,WI53226
39-2014409 501(C)(3) 25,000       EMERGENCY EQUIPMENT UPGRADE
(151) FUND FOR A HEALTHIER COLORADO
1536 WYNKOOP STREET SUITE 109
DENVER,CO80202
47-4101801 501(C)(3) 39,680       CHILDHOOD OBESITY INITIATIVE
(152) FUTURE GENERATIONS HEALTH CARE FOUNDATION
372 SOUTH 9TH STREET
DAVID CITY,NE68632
47-0761937 501(C)(3) 11,999       EMERGENCY EQUIPMENT UPGRADE
(153) GENESIS HEALTH SYSTEM
1227 EAST RUSHOLME STREET
DAVENPORT,IA52803
42-1418847 501(C)(3) 76,800       EMERGENCY EQUIPMENT UPGRADE
(154) GENOA MEDICAL SERVICES FOUNDATION
PO BOX 421
GENOA,NE68640
47-0762829 501(C)(3) 11,999       EMERGENCY EQUIPMENT UPGRADE
(155) GEORGE WASHINGTON UNIVERSITY
45155 RESEARCH PLACE SUITE 240V
ASHBURN,VA20147
53-0196584 501(C)(3) 216,048       RESEARCH
(156) GEORGIA BIKES INC
PO BOX 10045
SAVANNAH,GA31412
20-0295376 501(C)(3) 173,048       CHILDHOOD OBESITY INITIATIVE
(157) GEORGIA REGENTS UNIVERSITY
PO BOX 945552
ATLANTA,GA30394
58-1418202 STATE OF GA 2,184,026       RESEARCH
(158) GEORGIA STATE UNIVERSITY
PO BOX 3999
ATLANTA,GA30302
58-1845423 STATE OF GA 590,617       RESEARCH
(159) GEORGIA TECH RESEARCH CORPORATION
PO BOX 100117
ATLANTA,GA30384
58-0603146 501(C)(3) 377,694       RESEARCH
(160) GLACIAL RIDGE HOSPITAL FOUNDATION INC
7 4TH AVENUE SOUTHEAST
GLENWOOD,MN56334
41-1553655 501(C)(3) 12,000       EMERGENCY EQUIPMENT UPGRADE
(161) GLACIER COUNTY EMS
512 EAST MAIN
CUT BANK,MT59427
GLACIER COUNTY 25,000       DEFIBRILLATORS AND MONITORS
(162) GLADSTONE INSTITUTE SAN FRANCISCO
1650 OWENS STREET
SAN FRANCISCO,CA94158
23-7203666 501(C)(3) 720,162       RESEARCH
(163) GLENDIVE AMBULANCE SERVICE
300 SOUTH MERRILL AVENUE
GLENDIVE,MT59330
81-6001268 CITY OF GLENDIVE 24,841       DEFIBRILLATORS AND MONITORS
(164) GLENDIVE MEDICAL CENTER INC
202 PROSPECT DRIVE
GLENDIVE,MT59330
81-6016016 501(C)(3) 11,999       EMERGENCY EQUIPMENT UPGRADE
(165) GOOD SAMARITAN HOSPITAL
10 EAST 31ST STREET
KEARNEY,NE68847
47-0379755 501(C)(3) 78,956       EMERGENCY EQUIPMENT UPGRADE
(166) GORDON MEMORIAL HOSPITAL FOUNDATION
300 E 8TH STREET
GORDON,NE69343
36-3602213 501(C)(3) 11,999       EMERGENCY EQUIPMENT UPGRADE
(167) GORDON VOLUNTEER RESCUE SQUAD
PO BOX 310
GORDON,NE69343
47-6006203 CITY OF GORDON 25,581       DEFIBRILLATORS AND MONITORS
(168) GOTHENBURG MEMORIAL HOSPITAL FOUNDATION
810 20TH STREET
GOTHENBURG,NE69138
47-0652141 501(C)(3) 11,999       EMERGENCY EQUIPMENT UPGRADE
(169) GOTHENBURG VOLUNTEER FIRE DEPARTMENT
409 9TH STREET
GOTHENBURG,NE69138
47-6006204 CITY OF GOTHENBURG 24,836       DEFIBRILLATORS AND MONITORS
(170) GRACEVILLE HEALTH CENTER
115 WEST 2ND STREET
GRACEVILLE,MN56240
41-0726173 501(C)(3) 24,000       EMERGENCY EQUIPMENT UPGRADE
(171) GRANITE FALLS MUNICIPAL HOSPITAL AND MANOR
641 PRENTICE STREET
GRANITE FALLS,MN56241
41-6005203 501(C)(3) 24,000       EMERGENCY EQUIPMENT UPGRADE
(172) GREAT PLAINS HEALTHCARE FOUNDATION
601 WEST LEOTA STREET
NORTH PLATTE,NE69101
36-3954197 501(C)(3) 24,000       EMERGENCY EQUIPMENT UPGRADE
(173) GREAT RIVER MEDICAL CENTER
1221 SOUTH GEAR AVENUE
WEST BURLINGTON,IA52655
42-0680407 501(C)(3) 76,800       EMERGENCY EQUIPMENT UPGRADE
(174) GREENE COUNTY EMERGENCY MEDICAL SERVICES INC
204 NORTH GRIMMELL ROAD
JEFFERSON,IA50129
14-1277102   37,532       DEFIBRILLATORS AND MONITORS
(175) GROUNDWORK LAWRENCE INC
60 ISLAND STREET
LAWRENCE,MA01840
04-3546770 501(C)(3) 22,500       COMMUNITY IMPACT GRANT
(176) HANSJORG WYSS INSTITUTE FOR BIOLOGICALLY INSPIRED ENGINEERING
3 BLACKFAN CIRCLE 3RD FLOOR
BOSTON,MA02115
30-0773387 501(C)(3) 322,670       RESEARCH
(177) HARBOR-UCLA RESEARCH AND EDUCATION INSTITUTE
1124 WEST CARSON STREET
TORRANCE,CA90502
95-2138184 501(C)(3) 311,961       RESEARCH
(178) HARLAN COUNTY HEALTH SYSTEM
717 NORTH BROWN STREET
ALMA,NE68920
47-0395787   11,999       DEFIBRILLATORS AND MONITORS
(179) HARLEM VOLUNTEER FIRE DEPARTTMENT INC
PO BOX 964
HARLEM,MT59526
81-0404727 501(C)(3) 24,841       DEFIBRILLATORS AND MONITORS
(180) HARTLEY EMERGENCY AMBULANCE RESCUE TEAM
11 SOUTH CENTRAL AVENUE
HARTLEY,IA51346
42-6004765 CITY OF HARTLEY 24,500       DEFIBRILLATORS AND MONITORS
(181) HARVARD SCHOOL OF PUBLIC HEALTH
677 HUNTINGTON AVENUE
BOSTON,MA02115
04-2103580 501(C)(3) 1,449,132       RESEARCH
(182) HASTINGS FIRE AND RESCUE
1313 NORTH HASTINGS AVENUE
HASTINGS,NE68901
47-6006221 CITY OF HASTINGS 25,532       DEFIBRILLATORS AND MONITORS
(183) HEALTHEAST CARE SYSTEM
559 CAPITOL BOULEVARD
ST PAUL,MN55103
36-3517697 501(C)(3) 50,000       EMERGENCY EQUIPMENT UPGRADE
(184) HEBGEN BASIN FIRE DISTRICT
PO BOX 1508
WEST YELLOWSTONE,MT59758
26-3962072 CITY OF WEST YELLOWS 49,000       DEFIBRILLATORS AND MONITORS
(185) HEBRON VOLUNTEER FIRE DEPARTMENT
216 LINCOLN AVENUE
HEBRON,NE68370
47-6006224 CITY OF HEBRON 25,170       DEFIBRILLATORS AND MONITORS
(186) HEGG MEMORIAL HOSPITAL
1202 21ST AVENUE
ROCK VALLEY,IA51247
42-0932564 501(C)(3) 12,000       EMERGENCY EQUIPMENT UPGRADE
(187) HELENA FIRE DEPARTMENT
316 NORTH PARK
HELENA,MT59601
81-6001276 CITY OF HELENA 17,107       DEFIBRILLATORS AND MONITORS
(188) HELMVILLE VOLUNTEER FIRE DEPARTMENT
5954 OVANDO HELMVILLE ROAD
HELMVILLE,MT59843
81-0416922 CITY OF HELMVILLE 5,500       DEFIBRILLATORS AND MONITORS
(189) HEMINGFORD VOLUNTEER FIRE DEPARTMENT
PO BOX 598
HEMINGFORD,NE69348
47-6077195 CITY OF HEMINGFORD 15,000       DEFIBRILLATORS AND MONITORS
(190) HENNEPIN HEALTH FOUNDATION
701 PARK AVENUE
MINNEAPOLIS,MN55415
41-0845733 501(C)(3) 35,000       EMERGENCY EQUIPMENT UPGRADE
(191) HENRY FORD HEALTH SYSTEM
2799 WEST GRAND BOULEVARD
DETROIT,MI48202
38-1357020 501(C)(3) 216,048       RESEARCH
(192) HOMER VOLUNTEER FIRE AND RESCUE
110 JOHN STREET
HOMER,NE68030
47-6006233 CITY OF HOMER 25,532       DEFIBRILLATORS AND MONITORS
(193) HOOPER FIRE DISTRICT
300 EAST FULTON
HOOPER,NE68031
CITY OF HOOPER 25,130       DEFIBRILLATORS AND MONITORS
(194) HORIZON FOUNDATION OF HOWARD COUNTY INC
10480 LITTLE PATUXENT PARKWAY SUITE
900
COLUMBIA,MD21044
52-2119011 501(C)(3) 85,425       CHILDHOOD OBESITY INITIATIVE
(195) HOSKINS-WOODLAND PARK RESCUE
205 MAIN STREET
HOSKINS,NE68740
36-3964328 CITY OF HOSKINS 25,000       DEFIBRILLATORS AND MONITORS
(196) HOSPITAL FOUNDATION OF CRAWFORD COUNTY
100 MEDICAL PARKWAY
DENISON,IA51442
42-1402336 501(C)(3) 12,000       EMERGENCY EQUIPMENT UPGRADE
(197) HOSPITAL HIMA SAN PABLO CAGUAS
CALLE SANTA CRUZ 70 URB SANTA CRUZ
BAYAMON,PR00960
66-0664600 501(C)(3) 7,975       ACTION REGISTRY
(198) HOUSTON METHODIST HOSPITAL
6670 BERTNER AVENUE
HOUSTON,TX77030
87-0721923 501(C)(3) 130,938       RESEARCH
(199) HOWARD COUNTY MEDICAL CENTER FOUNDATION
PO BOX 406
ST PAUL,NE68873
47-0737522 501(C)(3) 11,999       EMERGENCY EQUIPMENT UPGRADE
(200) HOWARD UNIVERSITY
2400 6TH STREET NORTHWEST
WASHINGTON,DC20059
53-0204707 501(C)(3) 144,032       RESEARCH
(201) HULL AMBULANCE AND RESCUE
PO BOX 816
HULL,IA51239
42-6004780 CITY OF HULL 25,532       DEFIBRILLATORS AND MONITORS
(202) HUXLEY FIRE AND RESCUE
515 NORTH MAIN AVENUE
HUXLEY,IA50124
42-6021693 CITY OF HUXLEY 25,550       DEFIBRILLATORS AND MONITORS
(203) ICAHN SCHOOL OF MEDICINE AT MOUNT SINAI
ONE GUSTAVE L LEVY PLACE
NEW YORK,NY10029
13-6171197 501(C)(3) 1,099,880       RESEARCH
(204) IDAHO WALK BIKE ALLIANCE INC
PO BOX 1594
BOISE,ID83701
27-1334849 501(C)(3) 58,750       CHILDHOOD OBESITY INITIATIVE
(205) ILLINOIS INSTITUTE OF TECHNOLOGY
3424 SOUTH STATE STREET
CHICAGO,IL60616
36-2170136 501(C)(3) 140,285       RESEARCH
(206) ILLINOIS PUBLIC HEALTH INSTITUTE
954 WEST WASHINGTON BOULEVARD SUITE
40
CHICAGO,IL60607
26-2757523 501(C)(3) 45,000       CHILDHOOD OBESITY INITIATIVE
(207) IMPERIAL EMERGENCY MEDICAL SERVICES
PO BOX 187
IMPERIAL,NE69033
47-0393176 CITY OF IMPERIAL 27,160       DEFIBRILLATORS AND MONITORS
(208) INDIANA STATE UNIVERSITY
200 NORTH SEVENTH STREET
TERRE HAUTE,IN47809
35-6001670 STATE OF IN 216,048       RESEARCH
(209) INDIANA UNIVERSITY INDIANAPOLIS
PO BOX 66057
INDIANAPOLIS,IN46266
35-6001673 STATE OF IN 961,792       RESEARCH
(210) INNOVIS HEALTH LLC
3000 32ND AVENUE SOUTH
FARGO,ND58103
26-1175213 501(C)(3) 8,000       EMERGENCY EQUIPMENT UPGRADE
(211) IOWA HEALTH FOUNDATION
1415 WOODLAND AVENUE
DES MOINES,IA50309
42-1467682 501(C)(3) 53,400       EMERGENCY EQUIPMENT UPGRADE
(212) JACKSON COUNTY HEALTH FOUNDATION
700 WEST GROVE STREET
MAQUOKETA,IA52060
42-1170913 501(C)(3) 12,000       EMERGENCY EQUIPMENT UPGRADE
(213) JACKSONVILLE JAGUARS FOUNDATION INC
ONE EVERBANK FIELD DRIVE
JACKSONVILLE,FL32202
59-3249687 501(C)(3) 25,000       COMMUNITY IMPACT GRANT
(214) JEFFERSON COMMUNITY HEALTH CENTER INC
PO BOX 277
FAIRBURY,NE68352
47-0468078 501(C)(3) 11,999       EMERGENCY EQUIPMENT UPGRADE
(215) JENNIE M MELHAM MEMORIAL MEDICAL CENTER INC
145 EAST MEMORIAL DRIVE
BROKEN BOW,NE68822
47-0426530 501(C)(3) 11,999       EMERGENCY EQUIPMENT UPGRADE
(216) JEWELL FIRE AND RESCUE
701 MAIN STREET
JEWELL,IA50130
42-6004823 CITY OF JEWELL 24,450       DEFIBRILLATORS AND MONITORS
(217) JOHNS HOPKINS UNIVERSITY SCHOOL OF MEDICINE
12529 COLLECTIONS CENTER DRIVE
CHICAGO,IL60693
52-0595110 501(C)(3) 6,403,892       RESEARCH
(218) JOHNSON MEMORIAL FOUNDATION
1282 WALNUT STREET
DAWSON,MN56232
41-1678372 501(C)(3) 24,000       EMERGENCY EQUIPMENT UPGRADE
(219) KALISPELL REGIONAL MEDICAL CENTER INC
310 SUNNYVIEW LANE
KALISPELL,MT59901
23-7293874 501(C)(3) 28,400       EMERGENCY EQUIPMENT UPGRADE
(220) KC HEALTHY KIDS
650 MINNESOTA AVENUE
KANSAS CITY,KS66101
20-4613795 501(C)(3) 91,939       CHILDHOOD OBESITY INITIATIVE
(221) KEARNEY REGIONAL MEDICAL CENTER
804 22ND AVENUE
KEARNEY,NE68845
27-0860326   80,399       EMERGENCY EQUIPMENT UPGRADE
(222) KINGSLEY VOLUNTEER FIRE DEPARTMENT INC
PO BOX 428
KINGSLEY,IA51028
45-2448551 501(C)(3) 25,532       EMERGENCY EQUIPMENT UPGRADE
(223) LA JOLLA INSTITUTE FOR ALLERGY AND IMMUNOLOGY
9420 ATHENA CIRCLE
LA JOLLA,CA92037
33-0328688 501(C)(3) 183,641       RESEARCH
(224) LA SEMILLA FOOD CENTER
101 EAST JOY
ANTHONY,NM88021
27-2486484 501(C)(3) 44,302       CHILDHOOD OBESITY INITIATIVE
(225) LAKE REGION HEALTHCARE CORPORATION
712 SOUTH CASCADE STREET
FERGUS FALLS,MN56538
41-0730602 501(C)(3) 11,999       EMERGENCY EQUIPMENT UPGRADE
(226) LAKE VIEW MEMORIAL HOSPITAL INC
325 11TH AVENUE
TWO HARBORS,MN55616
41-0786046 501(C)(3) 12,000       EMERGENCY EQUIPMENT UPGRADE
(227) LAKEFIELD AMBULANCE SERVICE
301 MAIN STREET
LAKEFIELD,MN56150
41-5005300 CITY OF LAKEFIELD 27,662       DEFIBRILLATORS AND MONITORS
(228) LANSING EMERGENCY MEDICAL SERVICES INC
PO BOX 103
LANSING,IA52151
20-5744831 501(C)(3) 24,500       DEFIBRILLATORS AND MONITORS
(229) LAUREL VOLUNTEER AMBULANCE SERVICE
215 WEST 1ST STREET
LAUREL,MT59044
81-6201283 CITY OF LAUREL 24,841       DEFIBRILLATORS AND MONITORS
(230) LAURENS AMBULANCE SERVICE
272 NORTH 3RD STREET
LAURENS,IA50564
42-6004866 CITY OF LAURENS 24,500       DEFIBRILLATORS AND MONITORS
(231) LAWTON AMBULANCE
PO BOX 4550
LAWTON,IA51030
42-1369049 CITY OF LAWTON 25,532       DEFIBRILLATORS AND MONITORS
(232) LE CENTER VOLUNTEER AMBULANCE SERVICE INC
136 SOUTH CORDOVA AVENUE
LE CENTER,MN56057
23-7417033   24,849       EMERGENCY EQUIPMENT UPGRADE
(233) LEXINGTON REGIONAL HEALTH CENTER
PO BOX 980
LEXINGTON,NE68850
45-6029692 CITY OF LEXINGTON 11,999       EMERGENCY EQUIPMENT UPGRADE
(234) LIBBY VOLUNTEER AMBULANCE SERVICE INC
PO BOX 777
LIBBY,MT59923
81-0309824 501(C)(3) 24,841       DEFIBRILLATORS AND MONITORS
(235) LIBERTY COUNTY AMBULANCE
PO BOX 459
CHESTER,MT59522
81-6001385 LIBERTY COUNTY 24,841       DEFIBRILLATORS AND MONITORS
(236) LIBERTY COUNTY HOSPITAL AND NURSING HOME INC
PO BOX 705
CHESTER,MT59522
81-0515463 501(C)(3) 11,999       EMERGENCY EQUIPMENT UPGRADE
(237) LITZENBERG MEMORIAL COUNTY HOSPITAL
1715 26TH STREET
CENTRAL CITY,NE68826
47-0710738 501(C)(3) 12,000       EMERGENCY EQUIPMENT UPGRADE
(238) LOMA LINDA UNIVERSITY
11145 ANDERSON STREET SUITE 205
LOMA LINDA,CA92350
95-1816009 501(C)(3) 130,938       RESEARCH
(239) LONE STAR CIRCLE OF CARE
205 EAST UNIVERSITY AVENUE SUITE
200
GEORGETOWN,TX78626
74-3001674 501(C)(3) 60,000       HYPERTENSION IMPACT PROJECT
(240) LOUISIANA STATE UNIVERSITY
433 BOLIVAR STREET SUITE 619
NEW ORLEANS,LA70112
72-6087770 STATE OF LA 809,761       RESEARCH
(241) LOUP CITY ASHTON & ROCKVILLE COOPERATIVE AMBULANCE SERVICE
PO BOX 41
LOUP CITY,NE68653
47-0537052 501(C)(3) 25,532       DEFIBRILLATORS AND MONITORS
(242) LOYOLA UNIVERSITY MEDICAL CENTER
820 NORTH MICHIGAN AVENUE
CHICAGO,IL60611
36-1408475 501(C)(3) 149,644       RESEARCH
(243) LYON COUNTY AMBULANCE
206 SOUTH 2ND AVENUE
ROCK RAPIDS,IA51246
42-6005158 LYON COUNTY 25,532       DEFIBRILLATORS AND MONITORS
(244) MAGEE-WOMENS RESEARCH INSTITUTE AND FOUNDATION
3339 WARD STREET
PITTSBURGH,PA15213
25-1462312 501(C)(3) 3,469,122       RESEARCH
(245) MAHNOMEN HEALTH CENTER
PO BOX 396
MAHNOMEN,MN56557
41-6008946   12,000       EMERGENCY EQUIPMENT UPGRADE
(246) MANILLA AMBULANCE SERVICE
443 MAIN STREET
MANILLA,IA51454
42-6004916 CITY OF MANILLA 25,543       DEFIBRILLATORS AND MONITORS
(247) MANNING REGIONAL HEALTHCARE CENTER
1550 6TH STREET
MANNING,IA51455
39-1902797 501(C)(3) 12,000       EMERGENCY EQUIPMENT UPGRADE
(248) MARCUS FIRE DEPARTMENT INC
PO BOX 398
MARCUS,IA51035
47-3925767 501(C)(3) 24,500       DEFIBRILLATORS AND MONITORS
(249) MARKETUMBRELLA ORG
200 BROADWAY STREET SUITE 107
NEW ORLEANS,LA70118
26-2477706 501(C)(3) 299,797       CHILDHOOD OBESITY INITIATIVE
(250) MARQUETTE UNIVERSITY
PO BOX 1881
MILWAUKEE,WI53201
39-0806251 501(C)(3) 97,175       RESEARCH
(251) MARY GREELEY MEDICAL CENTER FOUNDATION
1111 DUFF AVENUE
AMES,IA50010
23-7064009 501(C)(3) 76,800       EMERGENCY EQUIPMENT UPGRADE
(252) MASONIC MEDICAL RESEARCH LABORATORY
2150 BLEECKER STREET
UTICA,NY13501
13-5648611 501(C)(3) 7,000       RESEARCH
(253) MASSACHUSETTS GENERAL HOSPITAL
PO BOX 414876
BOSTON,MA02114
04-2697983 501(C)(3) 4,887,088       RESEARCH
(254) MASSACHUSETTS INSTITUTE OF TECHNOLOGY
77 MASSACHUSETTS AVENUE
CAMBRIDGE,MA02139
04-2103594 501(C)(3) 91,938       RESEARCH
(255) MASSACHUSETTS PUBLIC HEALTH ASSOCIATION
101 TREMENT STREET SUITE 1011
BOSTON,MA02108
04-2326503 501(C)(3) 141,700       CHILDHOOD OBESITY INITIATIVE
(256) MAYO CLINIC HEALTH SYSTEM - CANNON FALLS
32021 COUNTY ROAD 24
CANNON FALLS,MN55009
20-4156428 501(C)(3) 12,000       EMERGENCY EQUIPMENT UPGRADE
(257) MAYO CLINIC HEALTH SYSTEM - FAIRMONT
800 MEDICAL CENTER DRIVE
FAIRMONT,MN56031
41-0760836 501(C)(3) 24,000       EMERGENCY EQUIPMENT UPGRADE
(258) MAYO CLINIC HEALTH SYSTEM - MANKATO
1025 MARSH STREET
MANKATO,MN56002
41-1236756 501(C)(3) 20,500       EMERGENCY EQUIPMENT UPGRADE
(259) MAYO CLINIC HEALTH SYSTEM - WASECA
501 STATE STREET NORTH
WASECA,MN56093
36-3606405 501(C)(3) 24,000       EMERGENCY EQUIPMENT UPGRADE
(260) MAYO CLINIC HEALTH SYSTEM NEW PRAGUE
301 2ND STREET NORTHEAST
NEW PRAGUE,MN56071
41-0723639 501(C)(3) 24,000       EMERGENCY EQUIPMENT UPGRADE
(261) MAYO CLINIC HEALTH SYSTEM SPRINGFIELD
625 NORTH JACKSON AVENUE
SPRINGFIELD,MN56087
41-1893827 501(C)(3) 24,000       EMERGENCY EQUIPMENT UPGRADE
(262) MAYO CLINIC JACKSONVILLE
4500 SAN PABLO ROAD SOUTH
JACKSONVILLE,FL32224
59-3337028 501(C)(3) 144,032       RESEARCH
(263) MAYO CLINIC ROCHESTER
200 FIRST STREET SOUTHWEST
ROCHESTER,MN55905
41-6011702 501(C)(3) 1,886,445       RESEARCH
(264) MCGUIRE RESEARCH INSTITUTE INC
1201 BROAD ROCK BOULEVARD
RICHMOND,VA23249
54-1522206 501(C)(3) 359,142       RESEARCH
(265) MEDICAL COLLEGE OF WISCONSIN
8701 WATERTOWN PLANK ROAD
MILWAUKEE,WI53226
39-0806261 501(C)(3) 845,419       RESEARCH
(266) MEDICAL UNIVERSITY OF SOUTH CAROLINA
19 HAGOOD AVENUE SUITE 303
CHARLESTON,SC29425
57-6000722 STATE OF SC 519,789       RESEARCH
(267) MEDIVAC AMBULANCE
PO BOX 348
HARLAN,IA51537
42-1125457   25,000       DEFIBRILLATORS AND MONITORS
(268) MEMORIAL COMMUNITY HEALTH INC
1423 7TH STREET
AURORA,NE68818
47-0461859 501(C)(3) 11,999       EMERGENCY EQUIPMENT UPGRADE
(269) MEMORIAL HERMANN HOSPITAL
909 FROSTWOOD STREET SUITE 2100
HOUSTON,TX77024
74-1152597 501(C)(3) 130,938       RESEARCH
(270) MERCY HOSPITAL FOUNDATION
500 EAST MARKET STREET
IOWA CITY,IA52445
23-7040506 501(C)(3) 99,960       EMERGENCY EQUIPMENT UPGRADE
(271) MERCY HOSPITAL FOUNDATION
4572 COUNTY ROAD 61
MOOSE LAKE,MN55767
41-1956174 501(C)(3) 99,960       EMERGENCY EQUIPMENT UPGRADE
(272) MERCY MEDICAL CENTER - CLINTON INC
1410 NORTH 4TH STREET
CLINTON,IA52732
42-1336618 501(C)(3) 23,400       EMERGENCY EQUIPMENT UPGRADE
(273) MERCY MEDICAL CENTER - SIOUX CITY FOUNDATION
801 5TH STREET
SIOUX CITY,IA51102
14-1880022 501(C)(3) 100,800       EMERGENCY EQUIPMENT UPGRADE
(274) MERCY MEDICAL CENTER FOUNDATION NORTH IOWA
1000 4TH STREET SOUTHWEST
MASON CITY,IA50401
42-1229151 501(C)(3) 76,800       EMERGENCY EQUIPMENT UPGRADE
(275) MERCY MEDICAL CENTER NEW HAMPTON AUXILIARY
308 NORTH MAPLE AVENUE
NEW HAMPTON,IA50659
42-1722549 501(C)(3) 12,000       EMERGENCY EQUIPMENT UPGRADE
(276) MERRILL PIONEER COMMUNITY HOSPITAL
801 SOUTH GREENE STREET
ROCK RAPIDS,IA51246
42-0805543 501(C)(3) 12,000       EMERGENCY EQUIPMENT UPGRADE
(277) MIAMI UNIVERSITY
501 EAST HIGH STREET SUITE 107
OXFORD,OH45056
31-6402089 501(C)(3) 432,097       RESEARCH
(278) MICHIGAN STATE UNIVERSITY
426 AUDITORIUM ROAD SUITE 2
EAST LANSING,MI48824
38-6005984 STATE OF MI 216,048       RESEARCH
(279) MICHIGAN TECHNOLOGICAL UNIVERSITY HOUGHTON
1400 TOWNSEND DRIVE
HOUGHTON,MI49931
38-6005955 STATE OF MI 48,634       RESEARCH
(280) MILLE LACS HEALTH SYSTEM
200 ELM STREET NORTH
ONAMIA,MN56359
41-0785161 501(C)(3) 24,000       EMERGENCY EQUIPMENT UPGRADE
(281) MILLER RURAL FIRE
10440 370TH ROAD
MILLER,NE68859
47-0718654 CITY OF MILLER 25,532       DEFIBRILLATORS AND MONITORS
(282) MINNESOTA VALLEY HEALTH CENTER INC
621 SOUTH 4TH STREET
LE SUEUR,MN56058
41-0837659 501(C)(3) 12,000       EMERGENCY EQUIPMENT UPGRADE
(283) MISSOULA COMMUNITY HEALTH SERVICES INC
PO BOX 66
SUPERIOR,MT59872
81-0421823 501(C)(3) 11,996       EMERGENCY EQUIPMENT UPGRADE
(284) MORRILL COUNTY HOSPITAL FOUNDATION
PO BOX 75
BRIDGEPORT,NE69336
47-0808837 501(C)(3) 11,999       EMERGENCY EQUIPMENT UPGRADE
(285) MOVILLE AMBULANCE AND RESCUE SQUAD
PO BOX 249
MOVILLE,IA51039
23-7406125 CITY OF MOVILLE 25,532       DEFIBRILLATORS AND MONITORS
(286) MULLEN AMBULANCE SERVICE
PO BOX 980
MULLEN,NE69152
38-3896904 CITY OF MULLEN 25,532       DEFIBRILLATORS AND MONITORS
(287) MULTICULTURAL HEALTH FOUNDATION
292 EUCLID AVENUE
SAN DIEGO,CA92114
45-5610021 501(C)(3) 111,223       COMMUNITY IMPACT GRANT
(288) MURRAY COUNTY HEALTH ALLIANCE
PO BOX 72
SLAYTON,MN56172
41-1767928 501(C)(3) 46,860       EMERGENCY EQUIPMENT UPGRADE
(289) NAACP - GARY
PO BOX 64843
GARY,IN46401
35-1760382 501(C)(3) 11,344       CHILDHOOD OBESITY INITIATIVE
(290) NATIONAL ACADEMY OF SCIENCES - INSTITUTE OF MEDICINE
500 5TH STREET NORTHWEST
WASHINGTON,DC20001
53-0196932 501(C)(3) 71,000       PROFESSIONAL WORKSHOP
(291) NATIONAL ASSOCIATION OF HISPANIC NURSES
PO BOX 540
YONKERS,NY10701
47-4047644 501(C)(3) 7,000       COMMUNITY IMPACT GRANT
(292) NATIONAL JEWISH HEALTH
1400 JACKSON STREET
DENVER,CO80206
74-2044647 501(C)(3) 48,541       RESEARCH
(293) NATIONWIDE CHILDREN'S HOSPITAL
PO BOX 715245
COLUMBUS,OH43271
31-6056230 501(C)(3) 336,417       RESEARCH
(294) NELSON VOLUNTEER FIRE DEPARTMENT
PO BOX 133
NELSON,NE68961
47-6006289 CITY OF NELSON 25,532       DEFIBRILLATORS AND MONITORS
(295) NEMAHA VOLUNTEER RESCUE SQUAD INC
510 1ST STREET
NEMAHA,NE68414
36-3330402 501(C)(3) 25,532       DEFIBRILLATORS AND MONITORS
(296) NEMOURS FOUNDATION
10140 CENTURION PARKWAY
JACKSONVILLE,FL32256
59-0634433 501(C)(3) 144,032       RESEARCH
(297) NEW RICHLAND AMBULANCE
PO BOX 57
NEW RICHLAND,MN56072
41-6005411 CITY OF NEW RICHLAND 22,449       DEFIBRILLATORS AND MONITORS
(298) NEW SHARON FIRE AND RESCUE
201 EAST MARKET STREET
NEW SHARON,IA50207
03-0545705 CITY OF NEW SHARON 24,450       DEFIBRILLATORS AND MONITORS
(299) NEW YORK MEDICAL COLLEGE
40 SUNSHINE COTTAGE ROAD
VALHALLA,NY10595
13-1099420 501(C)(3) 144,032       RESEARCH
(300) NEW YORK UNIVERSITY
700 WASHINGTON SQUARE SOUTH
NEW YORK,NY10012
13-5562309 501(C)(3) 689,298       RESEARCH
(301) NEW YORK UNIVERSITY MEDICAL CENTER
700 WASHINGTON SQUARE SOUTH
NEW YORK,NY10012
13-5562308 501(C)(3) 3,697,815       RESEARCH
(302) NIOBRARA VALLEY HOSPITAL CORPORATION
401 SOUTH 4TH STREET
LYNCH,NE68746
47-0537192 501(C)(3) 12,000       EMERGENCY EQUIPMENT UPGRADE
(303) NORTH CAROLINA PEDIATRIC SOCIETY INC
1100 WAKE FOREST ROAD SUITE 200
RALEIGH,NC27604
31-1657902 501(C)(3) 280,730       CHILDHOOD OBESITY INITIATIVE
(304) NORTH CAROLINA STATE UNIVERSITY
CAMPUS BOX 7205
RALEIGH,NC27695
56-6000756 STATE OF NC 264,589       RESEARCH
(305) NORTH PLATTE FIRE DEPARTMENT
715 SOUTH JEFFERS
NORTH PLATTE,NE69101
47-6006072 CITY OF NORTH PLATTE 25,532       DEFIBRILLATORS AND MONITORS
(306) NORTHEAST MONTANA STATE AIR AMBULANCE COOPERATIVE
11 SOUTH 7TH STREET SUITE 241
MILES CITY,MT59301
20-4748673 501(C)(3) 25,000       DEFIBRILLATORS AND MONITORS
(307) NORTHEAST OHIO MEDICAL UNIVERSITY
4209 STATE ROUTE 44
ROOTSTOWN,OH44272
34-1131512 STATE OF OH 144,032       RESEARCH
(308) NORTHEASTERN TRIBAL HEALTH SYSTEM
PO BOX 1498
MIAMI,OK74355
73-1588323 TRIBAL 40,000       HYPERTENSION IMPACT PROJECT
(309) NORTHEASTERN UNIVERSITY
360 HUNTINGTON AVENUE
BOSTON,MA02115
04-1679980 501(C)(3) 216,048       RESEARCH
(310) NORTHERN CALIFORNIA INSTITUTE FOR RESEARCH AND EDUCATION INC
4150 CLEMENT STREET SUITE 151
SAN FRANCISCO,CA94121
94-3084159 501(C)(3) 201,458       RESEARCH
(311) NORTHERN MONTANA HOSPITAL
PO BOX 1231
HAVRE,MT59501
81-0231787 501(C)(3) 11,999       EMERGENCY EQUIPMENT UPGRADE
(312) NORTHERN ROCKIES MEDICAL CENTER INC
802 2ND STREET SOUTHEAST
CUT BANK,MT59427
81-0530457 501(C)(3) 11,999       EMERGENCY EQUIPMENT UPGRADE
(313) NORTHWEST IOWA HEALTH CENTER FOUNDATION INC
118 NORTH 7TH AVENUE
SHELDON,IA51201
42-1358420 501(C)(3) 12,000       EMERGENCY EQUIPMENT UPGRADE
(314) NORTHWESTERN UNIVERSITY
633 CLARK STREET
EVANSTON,IL60208
36-2167817 501(C)(3) 3,382,440       RESEARCH
(315) OGALLALA VOLUNTEER FIRE DEPARTMENT
411 EAST 2ND STREET
OGALLALA,NE69153
47-6006302 CITY OF OGALLALA 25,581       DEFIBRILLATORS AND MONITORS
(316) OGDEN FIRST RESPONDERS
513 WEST WALNUT
OGDEN,IA50212
42-6005060 CITY OF OGDEN 25,550       DEFIBRILLATORS AND MONITORS
(317) OMRF (OKLAHOMA MEDICAL RESEARCH FOUNDATION)
825 NORTHEAST 13TH STREET
OKLAHOMA CITY,OK73104
73-0580274 501(C)(3) 92,545       RESEARCH
(318) ORANGE CITY AREA HEALTH FOUNDATION
1000 LINCOLN CIRCLE SOUTHEAST
ORANGE CITY,IA51041
42-1408402 501(C)(3) 12,000       EMERGENCY EQUIPMENT UPGRADE
(319) ORD VOLUNTEER FIRE DEPARTMENT
1628 M STREET
ORD STREET,NE68862
23-7237808 CITY OR ORD 25,532       DEFIBRILLATORS AND MONITORS
(320) OREGON HEALTH & SCIENCE UNIVERSITY PORTLAND
690 SOUTHWEST BANCROFT STREET
PORTLAND,OR97239
93-1176109 STATE OF OR 855,827       RESEARCH
(321) ORGANIZING PEOPLE ACTIVATING LEADERS
2407 SOUTHEAST 49TH AVENUE
PORTLAND,OR97206
20-2782595 501(C)(3) 9,464       CHILDHOOD OBESITY INITIATIVE
(322) OSCEOLA COMMUNITY HOSPITAL INC
600 9TH AVENUE NORTH
SIBLEY,IA51249
42-0890973 501(C)(3) 12,000       EMERGENCY EQUIPMENT UPGRADE
(323) OSF SAINT LUKE MEDICAL CENTER
1051 WEST SOUTH STREET
KEWANEE,IL61443
36-2167767 501(C)(3) 9,000       EMERGENCY EQUIPMENT UPGRADE
(324) OSMOND GENERAL HOSPITAL INC
PO BOX 429
OSMOND,NE68765
23-7161473 501(C)(3) 11,999       EMERGENCY EQUIPMENT UPGRADE
(325) OVERTON VOLUNTEER FIRE AND RESCUE
501 D STREET
OVERTON,NE68863
47-6006313 CITY OF OVERTON 25,517       DEFIBRILLATORS AND MONITORS
(326) OWATONNA HOSPITAL AUXILIARY
2250 NORTHWEST 26TH STREET
OWATONNA,MN55060
41-6029502 501(C)(3) 24,000       EMERGENCY EQUIPMENT UPGRADE
(327) OXFORD VOLUNTEER FIRE AND RESCUE DEPARTMENT
PO BOX 385
OXFORD,NE68967
47-6006314 CITY OF OXFORD 23,305       DEFIBRILLATORS AND MONITORS
(328) PALO ALTO VETERANS INSTITUTE FOR RESEARCH
3801 MIRANDA AVENUE
PALO ALTO,CA94304
77-0207331 501(C)(3) 144,032       RESEARCH
(329) PARADISE VALLEY FIRE SERVICE AREA
PO BOX 1634
EMIGRANT,MT59027
13-3429115 PARK COUNTY 23,135       DEFIBRILLATORS AND MONITORS
(330) PARK NICOLLET
6500 EXCELSIOR BOULEVARD
ST LOUIS PARK,MN55426
45-5023260 501(C)(3) 35,000       EMERGENCY EQUIPMENT UPGRADE
(331) PARTNERSHIP FOR A HEALTHY MISSISSIPPI
200 PARK CIRCLE SUITE 3
FLOWOOD,MS39232
64-0895372 501(C)(3) 69,452       CHILDHOOD OBESITY INITIATIVE
(332) PAWNEE COUNTY MEDICAL FOUNDATION
600 I STREET
PAWNEE CITY,NE68420
47-0673168 501(C)(3) 37,938       EMERGENCY EQUIPMENT UPGRADE
(333) PAXTON VOLUNTEER FIRE DEPARTMENT
108 NORTH OAK STREET
PAXTON,NE69155
47-6006320 CITY OF PAXTON 14,852       DEFIBRILLATORS AND MONITORS
(334) PELLA REGIONAL HEALTH CENTER
404 JEFFERSON STREET
PELLA,IA50219
42-0842204 501(C)(3) 12,000       EMERGENCY EQUIPMENT UPGRADE
(335) PENDER COMMUNITY HOSPITAL DISTRICT
100 HOSPITAL DRIVE
PENDER,NE68047
47-0711662 501(C)(3) 11,999       EMERGENCY EQUIPMENT UPGRADE
(336) PENNSYLVANIA STATE UNIVERSITY UNIVERSITY PARK
227 WEST BEAVER STREET SUITE 401
STATE COLLEGE,PA16801
24-6000376 STATE OF PA 655,786       RESEARCH
(337) PERKINS COUNTY AMBULANCE
342 CENTRAL AVENUE
GRANT,NE69140
42-1517766 PERKINS COUNTY 25,225       DEFIBRILLATORS AND MONITORS
(338) PERKINS COUNTY HEALTH SERVICES FOUNDATION
900 LINCOLN AVENUE
GRANT,NE69140
36-3557470 501(C)(3) 11,999       EMERGENCY EQUIPMENT UPGRADE
(339) PHELPS MEMORIAL HEALTH CENTER
1220 TIBBALS STREET
HOLDREGE,NE68949
47-0481628 501(C)(3) 11,999       EMERGENCY EQUIPMENT UPGRADE
(340) PHILLIPS COUNTY AMBULANCE SERVICE
PO BOX 289
MALTA,MT59538
81-6001405 PHILLIPS COUNTY 24,841       DEFIBRILLATORS AND MONITORS
(341) PHILLIPS COUNTY HOSPITAL ASSOCIATION
PO BOX 640
MALTA,MT59538
81-6016152 501(C)(3) 11,999       EMERGENCY EQUIPMENT UPGRADE
(342) PIERSON FIRE AND AMBULANCE
PO BOX 80
PIERSON,IA51048
42-1195599 CITY OF PIERSON 24,500       DEFIBRILLATORS AND MONITORS
(343) PINE MEDICAL CENTER
190 COURT AVENUE SOUTH
SANDSTONE,MN55072
41-1884597 501(C)(3) 24,000       EMERGENCY EQUIPMENT UPGRADE
(344) PIONEER MEDICAL CENTER
PO BOX 1228
BIG TIMBER,MT59011
47-5347700 501(C)(3) 12,712       EMERGENCY EQUIPMENT UPGRADE
(345) PIPESTONE COUNTY MEDICAL CENTER
916 4TH AVENUE SOUTHWEST
PIPESTONE,MN56164
41-1392082   24,000       EMERGENCY EQUIPMENT UPGRADE
(346) PLAINS COMMUNITY AMBULANCE INC
PO BOX 268
PLAINS,MT59859
81-0468021 501(C)(3) 25,000       DEFIBRILLATORS AND MONITORS
(347) PONDERA MEDICAL CENTER
PO BOX 668
CONRAD,MT59425
81-0232406 501(C)(3) 36,840       EMERGENCY EQUIPMENT UPGRADE
(348) POWDER RIVER FIRST RESPONDERS LTD
29 BELL CREEK ROAD
BOYES,MT59316
46-5320932 501(C)(3) 25,381       DEFIBRILLATORS AND MONITORS
(349) POWELL COUNTY MEMORIAL HOSPITAL ASSOCIATION
1100 HOLLENBECK LANE
DEER LODGE,MT59722
81-0469886 501(C)(3) 11,999       EMERGENCY EQUIPMENT UPGRADE
(350) PRESIDENT AND FELLOWS OF HARVARD COLLEGE
1033 MASSACHUSETTS AVENUE SUITE 3
CAMBRIDGE,MA02138
04-2103580 501(C)(3) 9,000       COMMUNITY IMPACT GRANT
(351) PRIMGHAR AMBULANCE TEAM
PO BOX 39
PRIMGHAR,IA51245
42-6005137 CITY OF PRIMGHAR 8,450       DEFIBRILLATORS AND MONITORS
(352) PRINCETON UNIVERSITY
701 CARNEGIE STREET
PRINCETON,NJ08540
21-0634501 501(C)(3) 95,912       RESEARCH
(353) PROVIDENCE MEDICAL CENTER
1200 PROVIDENCE ROAD
WAYNE,NE68787
47-0566524 501(C)(3) 11,998       EMERGENCY EQUIPMENT UPGRADE
(354) PROVIDENCE MONTANA HEALTH FOUNDATION
500 WEST BROADWAY
MISSOULA,MT59802
23-7056976 501(C)(3) 28,400       EMERGENCY EQUIPMENT UPGRADE
(355) PUBLIC HEALTH INSTITUTE
555 12TH STREET 10TH FLOOR
OAKLAND,CA94607
94-1646278 501(C)(3) 85,927       CHILDHOOD OBESITY INITIATIVE
(356) PUBLIC HEALTH LAW CENTER INC
875 SUMMIT AVENUE
ST PAUL,MN55105
41-1896367 501(C)(3) 75,912       CHILDHOOD OBESITY INITIATIVE
(357) PURDUE UNIVERSITY WEST LAFAYETTE
155 SOUTH GRANT STREET
WEST LAFAYETTE,IN47907
35-6002041 STATE OF IN 796,458       RESEARCH
(358) RANDOLPH RESCUE UNIT
PO BOX 143
RANDOLPH,NE68771
47-6006336 CITY OF RANDOLPH 25,720       DEFIBRILLATORS AND MONITORS
(359) RANGE REGIONAL HEALTH SERVICES
750 EAST 34TH STREET
HIBBING,MN55746
41-1293970 501(C)(3) 12,000       DEFIBRILLATORS AND MONITORS
(360) RED LODGE FIRE DEPARTMENT
801 NORTH BROADWAY
RED LODGE,MT59068
CITY OF RED LODGE 25,000       DEFIBRILLATORS AND MONITORS
(361) REDWATER VALLEY AMBULANCE SERVICE
PO BOX 567
CIRCLE,MT59215
81-6022852 501(C)(3) 24,841       DEFIBRILLATORS AND MONITORS
(362) REGENERATIVE RESEARCH FOUNDATION
1 DISCOVERY DRIVE
RENSSELAER,NY12144
20-3654626 501(C)(3) 288,065       RESEARCH
(363) REGIONAL WEST GARDEN COUNTY
1100 WEST 2ND STREET
OSHKOSH,NE69154
39-1904975 501(C)(3) 12,000       EMERGENCY EQUIPMENT UPGRADE
(364) REGIONAL WEST MEDICAL CENTER
4021 AVENUE B
SCOTTSBLUFF,NE69361
47-0385129 501(C)(3) 11,999       EMERGENCY EQUIPMENT UPGRADE
(365) REGIONS HOSPITAL FOUNDATION
540 JACKSON STREET
ST PAUL,MN55101
41-1888902 501(C)(3) 35,000       EMERGENCY EQUIPMENT UPGRADE
(366) REHABILITATION INSTITUTE OF CHICAGO
345 EAST SUPERIOR STREET
CHICAGO,IL60611
36-2256036 501(C)(3) 216,048       RESEARCH
(367) RENVILLE COUNTY HOSPITAL AND CLINICS
100 HEALTHY WAY
OLIVIA,MN56277
41-6005880   12,000       EMERGENCY EQUIPMENT UPGRADE
(368) RESEARCH FOUNDATION OF SUNY
PO BOX 9
ALBANY,NY12201
14-1368361 501(C)(3) 140,291       RESEARCH
(369) RESPICARDIA INC
12400 WHITEWATER DRIVE SUITE 150
MINNETONKA,MN55343
20-5243386   25,000       INNOVATION GRANT
(370) RHODE ISLAND HOSPITAL
593 EDDY STREET
PROVIDENCE,RI02903
05-0258954 501(C)(3) 288,065       RESEARCH
(371) RICE UNIVERSITY
6100 MAIN STREET
HOUSTON,TX77005
74-1109620 501(C)(3) 224,700       RESEARCH
(372) RIVER'S EDGE HOSPITAL AND CLINIC
1900 NORTH SUNRISE DRIVE
ST PETER,MN56082
41-6006852   24,000       EMERGENCY EQUIPMENT UPGRADE
(373) ROCK COUNTY COMMUNITY HOSPITAL
102 EAST SOUTH STREET
BASSETT,NE68714
47-6000999 501(C)(3) 11,999       EMERGENCY EQUIPMENT UPGRADE
(374) ROCK VALLEY AMBULANCE ASSOCIATION
PO BOX 52
ROCK VALLEY,IA51247
42-6005162 CITY OF ROCK VALLEY 25,532       DEFIBRILLATORS AND MONITORS
(375) ROOSEVELT MEDICAL HEALTH CARE FOUNDATION
PO BOX 419
CULBERTSON,MT59218
81-0529284 501(C)(3) 25,000       EMERGENCY EQUIPMENT UPGRADE
(376) ROSEBUD COMMUNITY HOSPITAL INC
383 NORTH 17TH AVENUE
FORSYTH,MT59327
81-0405434 501(C)(3) 11,999       EMERGENCY EQUIPMENT UPGRADE
(377) RUBY VALLEY AMBULANCE SERVICE INC
PO BOX 777
SHERIDAN,MT59749
81-0513600 501(C)(3) 24,841       DEFIBRILLATORS AND MONITORS
(378) RUBY VALLEY HOSPITAL FOUNDATION INC
PO BOX 638
SHERIDAN,MT59749
81-0503938 501(C)(3) 11,999       EMERGENCY EQUIPMENT UPGRADE
(379) RUSH UNIVERSITY MEDICAL CENTER
1700 WEST VAN BUREN STREET SUITE
250
CHICAGO,IL60612
36-2174823 501(C)(3) 144,032       RESEARCH
(380) RUSHVILLE VOLUNTEER RESCUE FIRE
PO BOX 641880
OMAHA,NE68164
47-6006342 CITY OF RUSHVILLE 20,720       DEFIBRILLATORS AND MONITORS
(381) RUTGERS THE STATE UNIVERSITY OF NEW JERSEY RBHS
65 DAVIDSON ROAD SUITE 306
PISCATAWAY,NJ08854
46-2354111 STATE OF NJ 675,830       RESEARCH
(382) SACRED HEART HEALTH SERVICES
1503 MAIN STREET
CREIGHTON,NE68729
46-0225483   11,999       EMERGENCY EQUIPMENT UPGRADE
(383) SAFE ROUTES TO SCHOOL NATIONAL PARTNERSHIP
2323 BROADWAY AVENUE SUITE 109-B
OAKLAND,CA94612
46-2694434 501(C)(3) 69,166       CHILDHOOD OBESITY INITIATIVE
(384) SAINT ELIZABETH'S HOSPITAL OF WABASHA INC
1200 GRANT BOULEVARD WEST
WABASHA,MN55981
41-0693877 501(C)(3) 12,000       EMERGENCY EQUIPMENT UPGRADE
(385) SAN DIEGO STATE UNIVERSITY RESEARCH FOUNDATION
5250 CAMPANILE DRIVE
SAN DIEGO,CA92182
95-6042721 STATE OF CA 1,211,016       RESEARCH
(386) SANBORN AMBULANCE
102 MAIN STREET
SANBORN,IA51248
42-6005185 CITY OF SANBORN 25,532       DEFIBRILLATORS AND MONITORS
(387) SANFORD HEALTH
1305 WEST 18TH STREET
SIOUX FALLS,SD57117
31-1527032 501(C)(3) 58,035       EMERGENCY EQUIPMENT UPGRADE
(388) SANFORD HEALTH OF NORTHERN MINNESOTA
1300 ANNE STREET NORTHWEST
BEMIDJI,MN56601
41-1266009 501(C)(3) 47,900       EMERGENCY EQUIPMENT UPGRADE
(389) SANFORD MEDICAL CENTER THIEF RIVER FALLS
120 LABREE AVENUE SOUTH
THIEF RIVER FALLS,MN56701
41-0709579 501(C)(3) 24,000       EMERGENCY EQUIPMENT UPGRADE
(390) SANFORD MEDICAL CENTER WHEATON
401 12TH STREET NORTH
WHEATON,MN56296
27-2042143 501(C)(3) 24,000       EMERGENCY EQUIPMENT UPGRADE
(391) SANFORD-BURNHAM MEDICAL RESEARCH INSTITUTE
10901 NORTH TORREY PINES ROAD
LA JOLLA,CA92037
51-0197108 501(C)(3) 496,261       RESEARCH
(392) SCOTT & WHITE MEMORIAL HOSPITAL
201 SOUTH 31ST STREET
TEMPLE,TX76508
74-1166904 501(C)(3) 117,500       HYPERTENSION IMPACT PROJECT
(393) SCRIPPS RESEARCH INSTITUTE
10550 NORTH TORREY PINES RD
LA JOLLA,CA92037
33-0435954 501(C)(3) 288,609       RESEARCH
(394) SEATTLE CHILDREN'S HOSPITAL
PO BOX 5371
SEATTLE,WA98145
91-0564748 501(C)(3) 144,030       RESEARCH
(395) SEELEY LAKE VOLUNTEER FIRE COMPANY
PO BOX 997
SEELEY LAKE,MT59868
46-2039679 501(C)(3) 24,841       DEFIBRILLATORS AND MONITORS
(396) SERGEANT BLUFF FIRE AND RESCUE
PO BOX 703
SERGEANT BLUFF,IA51054
42-6005190 CITY OF SERGEANT BLU 25,532       DEFIBRILLATORS AND MONITORS
(397) SIOUX CENTER HEALTH
1101 9TH STREET SOUTHEAST
SIOUX CENTER,IA51250
42-0796764 501(C)(3) 12,000       EMERGENCY EQUIPMENT UPGRADE
(398) SIOUX VALLEY MEMORIAL HOSPITAL ASSOCIATION
300 SIOUX VALLEY DRIVE
CHEROKEE,IA51012
42-0707096 501(C)(3) 12,000       EMERGENCY EQUIPMENT UPGRADE
(399) SLEEPY EYE HEALTHCARE FOUNDATION
400 4TH AVENUE NORTHWEST
SLEEPY EYE,MN56085
05-0542561 501(C)(3) 13,196       EMERGENCY EQUIPMENT UPGRADE
(400) SLOW ROLL CHICAGO
899 SOUTH PLYMOUTH COURT APT 110
CHICAGO,IL60605
47-2015307 501(C)(3) 11,040       CHILDHOOD OBESITY INITIATIVE
(401) SPENCER VOLUNTEER RESCUE UNIT
100 EAST MAIN STREET
SPENCER,NE68777
47-6006366 CITY OF SPENCER 24,459       DEFIBRILLATORS AND MONITORS
(402) ST ANTHONY REGIONAL HOSPITAL AND NURSING HOME
PO BOX 628
CARROLL,IA51401
42-0733472 501(C)(3) 12,000       EMERGENCY EQUIPMENT UPGRADE
(403) ST ANTHONY'S HOSPITAL FOUNDATION
300 NORTH 2ND STREET
ONEILL,NE68763
47-0728707 501(C)(3) 11,999       EMERGENCY EQUIPMENT UPGRADE
(404) ST EDWARD FIRE AND RESCUE
1302 STATE HIGHWAY 39
ST EDWARD,NE68660
47-6006344 CITY OF ST. EDWARD 25,532       DEFIBRILLATORS AND MONITORS
(405) ST JAMES HEALTHCARE
400 SOUTH CLARK STREET
BUTTE,MT59701
81-0231785 501(C)(3) 31,300       EMERGENCY EQUIPMENT UPGRADE
(406) ST JOSEPH'S HOSPITAL AND MEDICAL CENTER
350 WEST THOMAS ROAD
PHOENIX,AZ85013
72-1561134 501(C)(3) 288,065       RESEARCH
(407) ST LOUIS UNIVERSITY
3700 WEST PINE MALL DRIVE
ST LOUIS,MO63108
43-0654872 501(C)(3) 48,634       RESEARCH
(408) ST LUKE'S HEALTH SYSTEM INC
2720 STONE PARK BOULEVARD
SIOUX CITY,IA51104
42-1294091 501(C)(3) 47,400       EMERGENCY EQUIPMENT UPGRADE
(409) ST LUKE'S HOSPITAL OF DULUTH
915 EAST 1ST STREET
DULUTH,MN55805
41-0714079 501(C)(3) 28,500       EMERGENCY EQUIPMENT UPGRADE
(410) ST MARY'S COMMUNITY HOSPITAL
1301 GRUNDMAN BOULEVARD
NEBRASKA CITY,NE68410
47-0443636 501(C)(3) 11,999       EMERGENCY EQUIPMENT UPGRADE
(411) ST MARY'S MEDICAL CENTER
407 EAST THIRD STREET
DULUTH,MN55805
41-0695604 501(C)(3) 21,500       EMERGENCY EQUIPMENT UPGRADE
(412) ST PETER'S COMMUNITY HOSPITAL FOUNDATION
209 SOUTH CALIFORNIA
HELENA,MT59601
81-0392270 501(C)(3) 105,300       EMERGENCY EQUIPMENT UPGRADE
(413) ST VINCENT HEALTHCARE FOUNDATION
1106 NORTH 30TH STREET
BILLINGS,MT59101
81-0468034 501(C)(3) 28,400       EMERGENCY EQUIPMENT UPGRADE
(414) STANFORD UNIVERSITY SCHOOL OF MEDICINE
PO BOX 44253
SAN FRANCISCO,CA94144
94-1156365 501(C)(3) 3,086,407       RESEARCH
(415) STARK COUNTY SCHOOL DISTRICT
418 SOUTH FRANKLIN STREET
TOULON,IL61480
STATE OF IL 37,144       COMMUNITY IMPACT GRANT
(416) STATE CENTER FIRE DEPARTMENT AND EMS
118 EAST MAIN STREET
STATE CENTER,IA50247
42-6005249 CITY OF STATE CENTER 24,500       DEFIBRILLATORS AND MONITORS
(417) STATE UNIVERSITY OF IOWA FOUNDATION
PO BOX 4550
IOWA CITY,IA52244
42-0796760 501(C)(3) 76,800       ACTION REGISTRY
(418) STATE UNIVERSITY OF NEW YORK
PO BOX 9
ALBANY,NY12201
14-1368361 STATE OF NY 475,120       RESEARCH
(419) STEVENS COMMUNITY MEDICAL CENTER INC
400 EAST 1ST STREET
MORRIS,MN56267
36-3311936 501(C)(3) 24,000       EMERGENCY EQUIPMENT UPGRADE
(420) STUDENTS FOR SERVICE INC
1650 BROADWAY AVENUE SUITE 406
NEW YORK,NY10019
45-3591508 501(C)(3) 71,952       COMMUNITY IMPACT GRANT
(421) SWARTHMORE COLLEGE
500 COLLEGE AVENUE
SWARTHMORE,PA19081
23-1352683 501(C)(3) 43,958       RESEARCH
(422) SYRACUSE RESCUE SERVICE
PO BOX 225
SYRACUSE,NE66446
47-6006383 CITY OF SYRACUSE 25,715       DEFIBRILLATORS AND MONITORS
(423) SYRACUSE UNIVERSITY
211 LYMAN HALL
SYRACUSE,NY13244
15-0532081 501(C)(3) 151,702       RESEARCH
(424) TEMPLE UNIVERSITY
PO BOX 824242
PHILADELPHIA,PA19172
23-1365971 501(C)(3) 1,617,371       RESEARCH
(425) TEXAS A&M UNIVERSITY
400 HARVEY MITCHELL PARKWAY SUITE
300
COLLEGE STATION,TX77845
74-6000541 STATE OF TX 144,032       RESEARCH
(426) TEXAS A&M UNIVERSITY HEALTH SCIENCE CENTER
400 HARVEY MITCHELL PARKWAY SUITE
300
COLLEGE STATION,TX77845
74-2907553 STATE OF TX 419,330       RESEARCH
(427) TEXAS A&M UNIVERSITY HEALTH SCIENCE CENTER
400 HARVEY MITCHELL PARKWAY SOUTH
SUITE 300
COLLEGE STATION,TX77845
74-2907553 501(C)(3) 102,147       ANCHOR STUDY
(428) TEXAS HEART INSTITUTE
6700 BERTNER STREET SUITE C550
HOUSTON,TX77030
74-6053200 501(C)(3) 432,097       RESEARCH
(429) TEXAS TECH UNIVERSITY HEALTH SCIENCE CENTER
3601 4TH STREET
LUBBOCK,TX79430
75-2668104 STATE OF TX 216,048       RESEARCH
(430) THAYER COUNTY HEALTH SERVICES
120 PARK AVENUE
HEBRON,NE68370
47-6084438 THAYER COUNTY 37,169       DEFIBRILLATORS AND MONITORS
(431) THE FINLEY HOSPITAL
350 NORTH GRANDVIEW AVENUE
DUBUQUE,IA52001
42-0680354 501(C)(3) 23,400       EMERGENCY EQUIPMENT UPGRADE
(432) THE FOOD TRUST
1617 JFK BOULEVARD SUITE 900
PHILADELPHIA,PA19103
23-2678383 501(C)(3) 211,998       CHILDHOOD OBESITY INITIATIVE
(433) THE OHIO STATE UNIVERSITY
1960 KENNY ROAD
COLUMBUS,OH43210
31-6025986 STATE OF OH 1,552,153       RESEARCH
(434) THE OPEN DOOR INC
28 EMERSON AVENUE
GLOUCESTER,MA01930
22-2513482 501(C)(3) 20,250       COMMUNITY IMPACT GRANT
(435) THE ROCKEFELLER UNIVERSITY
1230 YORK AVENUE
NEW YORK,NY10065
13-1624158 501(C)(3) 365,130       RESEARCH
(436) THOMAS JEFFERSON UNIVERSITY
1020 WALNUT STREET
PHILADLEPHIA,PA19107
23-1352651 501(C)(3) 603,252       RESEARCH
(437) THOMPSON FALLS AMBULANCE
PO BOX 1055
THOMPSON FALLS,MT59873
81-0364853 501(C)(3) 25,000       DEFIBRILLATORS AND MONITORS
(438) THREE RIVERS EMS
PO BOX 1411
COLUMBIA FALLS,MT59912
81-0384613 501(C)(3) 5,695       DEFIBRILLATORS AND MONITORS
(439) THURMAN RESCUE
800 FILMORE
THURMAN,IA51654
42-6004263 CITY OF THURMAN 24,500       DEFIBRILLATORS AND MONITORS
(440) TIDES CENTER
1014 TORNEY AVENUE
SAN FRANCISCO,CA94129
94-3213100 501(C)(3) 53,322       CHILDHOOD OBESITY INITIATIVE
(441) TILDEN RESCUE UNIT
202 SOUTH CENTER
TILDEN,NE68781
47-6006388 CITY OF TILDEN 25,116       DEFIBRILLATORS AND MONITORS
(442) TOBACCO FREE KIDS ACTION FUND
1400 I STREET NORTHWEST SUITE 1200
WASHINGTON,DC20005
52-1974904 501(C)(3) 187,500       ANTI-TOBACCO ADVOCACY
(443) TOWNSEND HEALTH SYSTEMS INC
110 NORTH OAK STREET
TOWNSEND,MT59644
81-0398400 501(C)(3) 36,999       EMERGENCY EQUIPMENT UPGRADE
(444) TRACY AREA MEDICAL SERVICES FOUNDATION
251 5TH STREET
TRACY,MN56175
41-1940312 501(C)(3) 24,000       EMERGENCY EQUIPMENT UPGRADE
(445) TRI VALLEY HEALTH SYSTEM
1305 WEST HIGHWAY 6 AND 34
CAMBRIDGE,NE69022
47-6028103 501(C)(3) 11,999       EMERGENCY EQUIPMENT UPGRADE
(446) TRINITY HEALTH SYSTEMS INC
802 KENYON ROAD
FORT DODGE,IA50501
42-1222877 501(C)(3) 23,400       EMERGENCY EQUIPMENT UPGRADE
(447) TRINITY MEDICAL CENTER
2701 17TH STREET
ROCK ISLAND,IL61201
36-2739299 501(C)(3) 101,799       EMERGENCY EQUIPMENT UPGRADE
(448) TRUMAN AMBULANCE SERVICE
PO BOX 398
TRUMAN,MN56088
41-6005585 CITY OF TRUMAN 23,110       DEFIBRILLATORS AND MONITORS
(449) TUFTS MEDICAL CENTER
800 WASHINGTON STREET
BOSTON,MA02111
04-3400617 501(C)(3) 380,610       RESEARCH
(450) TUFTS UNIVERSITY
169 HOLLAND STREET
SOMERVILLE,MA02144
04-2103634 501(C)(3) 471,153       RESEARCH
(451) TULANE UNIVERSITY NEW ORLEANS
800 EAST COMMERCE ROAD SUITE 203
HARAHAN,LA70123
72-0423889 501(C)(3) 377,481       RESEARCH
(452) TULANE UNIVERSITY NEW ORLEANS
800 EAST COMMERCE ROAD SUITE 203
HARAHAN,LA70123
72-0423889 501(C)(3) 89,978       CHILDHOOD OBESITY INITIATIVE
(453) TYLER HEALTHCARE CENTER INC
240 WILLOW STREET
TYLER,MN56178
41-0853163 501(C)(3) 24,000       EMERGENCY EQUIPMENT UPGRADE
(454) UNIFORMED SERVICES UNIVERSITY BETHESDA
4301 JONES BRIDGE ROAD SUITE 844
BETHESDA,MD20814
52-1360807 501(C)(3) 48,541       RESEARCH
(455) UNITED AFRICAN AMERICAN MINISTERIAL ACTION COUNCIL
404 EUCLID AVENUE
SAN DIEGO,CA92114
33-0959000 501(C)(3) 40,398       COMMUNITY IMPACT GRANT
(456) UNITED HOSPITAL DISTRICT INC
PO BOX 160
BLUE EARTH,MN56013
45-4165628 501(C)(3) 11,999       EMERGENCY EQUIPMENT UPGRADE
(457) UNITED NEIGHBORHOOD HOUSES OF NEW YORK
70 WEST 36TH STREET SUITE 503
NEW YORK,NY10018
13-5563409 501(C)(3) 25,000       COMMUNITY IMPACT GRANT
(458) UNIVERSITY OF AKRON
302 BUCHTEL AVENUE
AKRON,OH44325
34-6002924 STATE OF OH 288,065       RESEARCH
(459) UNIVERSITY OF ALABAMA
PO BOX 870142
TUSCALOOSA,AL35487
63-6001138 501(C)(3) 144,032       RESEARCH
(460) UNIVERSITY OF ALABAMA AT BIRMINGHAM
1720 2ND AVENUE SOUTH
BIRMINGHAM,AL35294
63-6005396 STATE OF AL 1,808,171       RESEARCH
(461) UNIVERSITY OF ARIZONA
PO BOX 3520
TUCSON,AZ85722
74-2652689 STATE OF AZ 1,080,974       RESEARCH
(462) UNIVERSITY OF ARKANSAS FOR MEDICAL SCIENCES
4301 WEST MARKHAM STREET SUITE 560
LITTLE ROCK,AR72205
71-6046242 STATE OF AR 264,589       RESEARCH
(463) UNIVERSITY OF CALIFORNIA BERKELEY
2195 HEARST AVENUE SUITE 130
BERKELEY,CA94720
94-6002123 STATE OF CA 635,257       RESEARCH
(464) UNIVERSITY OF CALIFORNIA DAVIS
PO BOX 989062
WEST SACRAMENTO,CA95798
94-6036494 STATE OF CA 1,145,314       RESEARCH
(465) UNIVERSITY OF CALIFORNIA IRVINE
260 ALDRICH HALL
IRVINE,CA92697
95-2226406 STATE OF CA 805,810       RESEARCH
(466) UNIVERSITY OF CALIFORNIA LOS ANGELES
405 HILGARD AVENUE
LOS ANGELES,CA90095
95-6006143 STATE OF CA 2,310,409       RESEARCH
(467) UNIVERSITY OF CALIFORNIA SAN DIEGO
9500 GILMAN DRIVE
LA JOLLA,CA92093
95-6006144 STATE OF CA 5,284,021       RESEARCH
(468) UNIVERSITY OF CALIFORNIA SAN FRANCISCO
1855 FOLSOM STREET
SAN FRANCISCO,CA94143
94-6036493 STATE OF CA 1,680,759       RESEARCH
(469) UNIVERSITY OF CHICAGO
1427 EAST 60TH STREET
CHICAGO,IL60637
36-2177139 501(C)(3) 310,068       RESEARCH
(470) UNIVERSITY OF CINCINNATI
PO BOX 691031
CINCINNATI,OH45269
31-6000989 STATE OF OH 664,980       RESEARCH
(471) UNIVERSITY OF COLORADO
PO BOX 910238
DENVER,CO80291
84-6000555 501(C)(3) 5,103,655       RESEARCH
(472) UNIVERSITY OF CONNECTICUT
438 WHITNEY ROAD EXTENSION UNIT 1
STORRS,CT06269
06-0772160 501(C)(3) 59,611       CHILDHOOD OBESITY INITIATIVE
(473) UNIVERSITY OF CONNECTICUT FARMINGTON
263 FARMINGTON AVENUE
FARMINGTON,CT06030
52-1725543 STATE OF CT 370,330       RESEARCH
(474) UNIVERSITY OF DAYTON
300 COLLEGE PARK AVENUE
DAYTON,OH45469
31-0536715 501(C)(3) 144,032       RESEARCH
(475) UNIVERSITY OF DELAWARE
220 HULLIHEN HALL
NEWARK,DE19716
51-6000297 501(C)(3) 356,243       RESEARCH
(476) UNIVERSITY OF DENVER
2199 SOUTH UNIVERSITY BOULEVARD
DENVER,CO80210
84-0404231 501(C)(3) 346,895       RESEARCH
(477) UNIVERSITY OF FLORIDA
219 GRINTER HALL
GAINESVILLE,FL32611
59-6002052 STATE OF FL 1,012,575       RESEARCH
(478) UNIVERSITY OF GEORGIA
475 NORTH LUMPKIN STREET
ATHENS,GA30601
58-6001998 STATE OF GA 252,651       RESEARCH
(479) UNIVERSITY OF GEORGIA RESEARCH FOUNDATION INC
475 NORTH LUMPKIN STREET
ATHENS,GA30606
58-1353149 501(C)(3) 98,862       RESEARCH
(480) UNIVERSITY OF HAWAII
2600 CAMPUS ROAD
HONOLULU,HI96822
99-6000354 STATE OF HI 432,331       RESEARCH
(481) UNIVERSITY OF HOUSTON HOUSTON
4800 CALHOUN ROAD
HOUSTON,TX77004
74-6001399 STATE OF TX 309,727       RESEARCH
(482) UNIVERSITY OF ILLINOIS
PO BOX 20787
SPRINGFIELD,IL62708
37-6000511 STATE OF IL 2,419,859       RESEARCH
(483) UNIVERSITY OF IOWA
125 NORTH MADISON STREET
IOWA CITY,IA52242
42-6004813 STATE OF IA 2,487,115       RESEARCH
(484) UNIVERSITY OF KANSAS CENTER FOR RESEARCH INC
2385 IRVING HILL ROAD
LAWRENCE,KS66045
48-0680117 501(C)(3) 92,545       RESEARCH
(485) UNIVERSITY OF KANSAS MEDICAL CENTER
3901 RAINBOW BOULEVARD
KANSAS CITY,KS66160
48-1108830 STATE OF KS 1,224,275       RESEARCH
(486) UNIVERSITY OF KENTUCKY
UNIVERSITY OF KENTUCKY
LEXINGTON,KY40506
61-6033693 STATE OF KY 1,442,988       RESEARCH
(487) UNIVERSITY OF LOUISVILLE
2301 SOUTH 3RD STREET
LOUISVILLE,KY40292
61-1029626 STATE OF KY 3,231,825       RESEARCH
(488) UNIVERSITY OF MARYLAND BALTIMORE
PO BOX 41428
BALTIMORE,MD21203
52-6002033 STATE OF MD 433,687       RESEARCH
(489) UNIVERSITY OF MASSACHUSETTS MEDICAL SCHOOL
55 LAKE AVENUE NORTH
WORCESTER,MA01655
04-3167352 STATE OF MA 1,708,654       RESEARCH
(490) UNIVERSITY OF MIAMI
PO BOX 248106
CORAL GABLES,FL33124
59-0624458 501(C)(3) 703,280       RESEARCH
(491) UNIVERSITY OF MICHIGAN MEDICAL CENTER
3003 SOUTH STATE STREET
ANN ARBOR,MI48109
38-6006309 STATE OF MI 1,005,110       RESEARCH
(492) UNIVERSITY OF MINNESOTA
200 OAK STREET SOUTHEAST
MINNEAPOLIS,MN55455
41-6007513 STATE OF MN 1,106,680       RESEARCH
(493) UNIVERSITY OF MISSISSIPPI JACKSON
2500 NORTH STATE STREET
JACKSON,MS39216
64-6008520 STATE OF MS 864,194       RESEARCH
(494) UNIVERSITY OF MISSOURI
310 JESSE HALL
COLUMBIA,MO65211
43-6003859 STATE OF MO 425,655       RESEARCH
(495) UNIVERSITY OF NEBRASKA
PO BOX 880439
LINCOLN,NE68588
47-0049123 501(C)(3) 144,032       RESEARCH
(496) UNIVERSITY OF NEBRASKA MEDICAL CENTER OMAHA
985100 NEBRASKA MEDICAL CENTER
DRIVE
OMAHA,NE68198
47-0049123 501(C)(3) 454,614       RESEARCH
(497) UNIVERSITY OF NEVADA
1664 NORTH VIRGINIA STREET
RENO,NV89557
88-6000024 STATE OF NV 137,018       RESEARCH
(498) UNIVERSITY OF NEW MEXICO - HEALTH SCIENCES CENTER
1 UNIVERSITY OF NEW MEXICO DRIVE
ALBUQUERQUE,NM87131
85-6000642 STATE OF NM 261,877       RESEARCH
(499) UNIVERSITY OF NORTH CAROLINA
104 AIRPORT DRIVE STE 2200
CHAPEL HILL,NC27599
56-6001393 STATE OF NC 677,137       RESEARCH
(500) UNIVERSITY OF NORTH TEXAS HEALTH SCIENCE CENTER FORT WORTH
3500 CAMP BOWIE BOULEVARD
FORT WORTH,TX76107
75-6064033 STATE OF TX 359,052       RESEARCH
(501) UNIVERSITY OF NOTRE DAME
836 GRACE HALL
NOTRE DAME,IN46556
35-0868188 501(C)(3) 216,048       RESEARCH
(502) UNIVERSITY OF OKLAHOMA
201 STEPHENSON PARKWAY SUITE 3100
NORMAN,OK73019
73-1377584 STATE OF OK 287,175       RESEARCH
(503) UNIVERSITY OF OKLAHOMA HEALTH SCIENCES CENTER
1100 NORTH LINDSAY STREET
OKLAHOMA CITY,OK73104
73-6017987 STATE OF OK 214,189       RESEARCH
(504) UNIVERSITY OF OREGON
5219 UNIVERSITY OF OREGON DRIVE
EUGENE,OR97403
46-4727800 STATE OF OR 190,796       RESEARCH
(505) UNIVERSITY OF PENNSYLVANIA
3451 WALNUT STREET
PHILADELPHIA,PA19104
23-1352685 501(C)(3) 705,057       RESEARCH
(506) UNIVERSITY OF PENNSYLVANIA
3451 WALNUT STREET
PHILADELPHIA,PA19104
23-1352685 501(C)(3) 100,000       RESEARCH
(507) UNIVERSITY OF PITTSBURGH
PO BOX 371220
PITTSBURGH,PA15251
25-0965591 501(C)(3) 1,431,812       RESEARCH
(508) UNIVERSITY OF ROCHESTER MEDICAL CENTER
910 GENESEE STREET
ROCHESTER,NY14611
16-0743209 501(C)(3) 229,750       RESEARCH
(509) UNIVERSITY OF SOUTH ALABAMA MOBILE
307 UNIVERSITY BOULEVARD
MOBILE,AL36688
63-0477348 STATE OF AL 572,474       RESEARCH
(510) UNIVERSITY OF SOUTH DAKOTA
414 EAST CLARK STREET
VERMILLION,SD57069
46-6003541 501(C)(3) 52,375       RESEARCH
(511) UNIVERSITY OF SOUTH FLORIDA TAMPA
PO BOX 864568
ORLANDO,FL32886
59-3102112 STATE OF FL 356,661       RESEARCH
(512) UNIVERSITY OF SOUTHERN CALIFORNIA
900 WEST 34TH STREET
LOS ANGELES,CA90074
95-1642394 501(C)(3) 1,243,351       RESEARCH
(513) UNIVERSITY OF TENNESSEE HEALTH SCIENCE CENTER MEMPHIS
62 SOUTH DUNLAP STREET SUITE 300
MEMPHIS,TN38163
62-6001636 STATE OF TN 937,426       RESEARCH
(514) UNIVERSITY OF TEXAS
101 EAST 27TH STREET
AUSTIN,TX78713
74-6000203 STATE OF TX 95,912       RESEARCH
(515) UNIVERSITY OF TEXAS HEALTH SCIENCE CENTER AT HOUSTON
PO BOX 301418
DALLAS,TX75303
74-1761309 STATE OF TX 1,272,950       RESEARCH
(516) UNIVERSITY OF TEXAS HEALTH SCIENCE CENTER AT SAN ANTONIO
7703 FLOYD CURL DRIVE
SAN ANTONIO,TX78229
74-1586031 STATE OF TX 598,389       RESEARCH
(517) UNIVERSITY OF TEXAS MD ANDERSON CANCER CENTER
PO BOX 4486
HOUSTON,TX77210
74-6001118 STATE OF TX 48,541       RESEARCH
(518) UNIVERSITY OF TEXAS MEDICAL BRANCH
PO BOX 660120
DALLAS,TX75266
74-6000949 STATE OF TX 311,676       RESEARCH
(519) UNIVERSITY OF TEXAS SOUTHWESTERN MEDICAL CENTER
PO BOX 841753
DALLAS,TX75284
75-6002868 STATE OF TX 3,443,602       RESEARCH
(520) UNIVERSITY OF TEXAS ARLINGTON
219 WEST MAIN STREET
ARLINGTON,TX76019
75-6000121 STATE OF TX 288,065       RESEARCH
(521) UNIVERSITY OF TEXAS SAN ANTONIO
ONE UTSA CIRCLE
SAN ANTONIO,TX78249
74-1717115 STATE OF TX 666,383       RESEARCH
(522) UNIVERSITY OF TOLEDO HEALTH SCIENCE CAMPUS
PO BOX 72327
CLEVELAND,OH44192
34-6401483 STATE OF OH 720,162       RESEARCH
(523) UNIVERSITY OF UTAH
201 PRESIDENTS CIRCLE SUITE 408
SALT LAKE CITY,UT84112
87-6000525 STATE OF UT 3,199,482       RESEARCH
(524) UNIVERSITY OF VERMONT
85 SOUTH PROSPECT STREET ROOM 333
BURLINGTON,VT05405
03-0179440 501(C)(3) 432,097       RESEARCH
(525) UNIVERSITY OF VIRGINIA CHARLOTTESVILLE
PO BOX 400195
CHARLOTTESVILLE,VA22904
54-6001796 STATE OF VA 890,288       RESEARCH
(526) UNIVERSITY OF WASHINGTON
12455 COLLECTIONS DRIVE
CHICAGO,IL60693
91-6001537 STATE OF WA 1,597,475       RESEARCH
(527) UNIVERSITY OF WASHINGTON
12455 COLLECTIONS DRIVE
CHICAGO,IL60693
91-6001537 STATE OF WA 300,000       OUTCOMES CONSORTIUM REGISTRY
(528) UNIVERSITY OF WISCONSIN
21 NORTH PARK STREET
MADISON,WI53715
39-6006492 STATE OF WI 845,452       RESEARCH
(529) UNIVERSITY OF WYOMING
1000 EAST UNIVERSITY AVENUE
LARAMIE,WY82071
83-6000331 STATE OF WY 130,938       RESEARCH
(530) UTAH STATE UNIVERSITY
1490 OLD MAIN HILL
LOGAN,UT84322
87-6000528 STATE OF UT 130,938       RESEARCH
(531) VANDERBILT UNIVERSITY
1400 18TH AVENUE SOUTH
NASHVILLE,TN31192
62-0476822 501(C)(3) 3,308,267       RESEARCH
(532) VERDIGRE VOLUNTEER FIRE AND RESCUE
106 3RD AVENUE
VERDIGRE,NE68783
81-0660883 CITY OF VERDIGRE 25,251       DEFIBRILLATORS AND MONITORS
(533) VILLAGE OF SUTHERLAND RESCUE
1200 FIRST STREET
SUTHERLAND,NE69165
42-1211373 CITY OF SUTHERLAND 24,487       DEFIBRILLATORS AND MONITORS
(534) VIRGINIA COMMONWEALTH UNIVERSITY RICHMOND
PO BOX 843039
RICHMOND,VA23284
54-6001758 STATE OF VA 792,178       RESEARCH
(535) VIRGINIA POLYTECHNIC INSTITUTE
300 TURNER STREET NORTHWEST
BLACKSBURG,VA24061
54-6001805 STATE OF VA 216,048       RESEARCH
(536) VOICES FOR ALABAMA'S CHILDREN
PO BOX 4576
MONTGOMERY,AL36103
58-2020321 501(C)(3) 125,515       CHILDHOOD OBESITY INITIATIVE
(537) VRMC FOUNDATION INC
901 9TH STREET NORTH
VIRGINIA,MN55792
41-1748809 501(C)(3) 24,000       EMERGENCY EQUIPMENT UPGRADE
(538) WAKE FOREST UNIVERSITY
MEDICAL CENTER BOULEVARD
WINSTONSALEM,NC27157
22-3849199 501(C)(3) 379,452       RESEARCH
(539) WALLACE RURAL FIRE PROTECTION DISTRICT
106 NORTH WALLACE ROAD
WALLACE,NE69169
90-0140194 CITY OF WALLACE 25,532       DEFIBRILLATORS AND MONITORS
(540) WARREN COMMUNITY HOSPITAL INC
300 WEST GOOD SAMARITAN DRIVE
WARREN,MN56762
41-1384358 501(C)(3) 12,000       EMERGENCY EQUIPMENT UPGRADE
(541) WASHINGTON UNIVERSITY SCHOOL OF MEDICINE
700 ROSEDALE AVENUE
ST LOUIS,MO63112
43-0653611 501(C)(3) 825,167       RESEARCH
(542) WAUSA RURAL FIRE DISTRICT
PO BOX 167
WAUSA,NE68786
47-0664658 CITY OF WAUSA 25,532       DEFIBRILLATORS AND MONITORS
(543) WAVERLY HEALTH CENTER FOUNDATION
312 9TH STREET SOUTHWEST
WAVERLY,IA50677
42-1301352 501(C)(3) 12,000       EMERGENCY EQUIPMENT UPGRADE
(544) WAYNE STATE UNIVERSITY
5057 WOODWARD STREET 13TH FLOOR
DETROIT,MI48202
38-6028429 STATE OF MI 52,375       RESEARCH
(545) WEBSTER COUNTY COMMUNITY HOSPITAL FOUNDATION INC
PO BOX 465
RED CLOUD,NE68970
36-3850120 501(C)(3) 37,531       DEFIBRILLATORS AND MONITORS
(546) WEST VIRGINIA HEALTHY KIDS AND FAMILIES COALITION
1324 VIRGINIA STREET EAST
CHARLESTON,WV25301
45-2857448 501(C)(3) 59,755       CHILDHOOD OBESITY INITIATIVE
(547) WEST VIRGINIA UNIVERSITY
ONE WATERFRONT PLACE
MORGANTOWN,WV26506
55-0665758 STATE OF WV 264,589       RESEARCH
(548) WHEATLAND COUNTY AMBULANCE
203 A AVENUE NORTHWEST
HARLOWTON,MT59036
81-6001445 WHEATLAND COUNTY 36,839       DEFIBRILLATORS AND MONITORS
(549) WHITE EARTH RESERVATION AMBULANCE SERVICE
35500 EAGLE VIE ROAD
WHITE EARTH,MN56591
42-0698265 CITY OF WHITE EARTH 27,160       DEFIBRILLATORS AND MONITORS
(550) WHITEHALL VOLUNTEER AMBULANCE
PO BOX 529
WHITEHALL,MT59759
TOWN OF WHITEHALL 25,000       DEFIBRILLATORS AND MONITORS
(551) WINTHROP UNIVERSITY HOSPITAL ASSOCIATION
259 1ST STREET
MINEOLA,NY11501
11-1633486 501(C)(3) 185,184       RESEARCH
(552) WISDOM RURAL FIRE DEPARTMENT
PO BOX 325
WISDOM,MT59761
81-0415537 501(C)(3) 25,000       DEFIBRILLATORS AND MONITORS
(553) WISNER RESCUE SQUAD
PO BOX 367
WISNER,NE68791
47-6006417 CITY OF WISNER 25,532       DEFIBRILLATORS AND MONITORS
(554) WOOD RIVER FIRE DEPARTMENT
105 WEST 9TH STREET
WOOD RIVER,NE68883
47-6006420 CITY OF WOOD RIVER 24,500       DEFIBRILLATORS AND MONITORS
(555) WRIGHT STATE UNIVERSITY
3640 COLONEL GLENN HIGHWAY
DAYTON,OH45435
31-0732831 501(C)(3) 288,065       RESEARCH
(556) YALE UNIVERSITY
309 EDWARDS STREET
NEW HAVEN,CT06511
06-0646973 501(C)(3) 2,797,267       RESEARCH
(557) YMCA OF AUSTIN
3208 RED RIVER
AUSTIN,TX78705
74-1193464 501(C)(3) 47,499       CHILDHOOD OBESITY INITIATIVE
2
Enter total number of section 501(c)(3) and government organizations listed in the line 1 table ................. Bullet Image
541
3
Enter total number of other organizations listed in the line 1 table ........................ . Bullet Image
16
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50055P
Schedule I (Form 990) 2015

Schedule I (Form 990) 2015
Page 2
Part III
Grants and Other Assistance to Domestic Individuals. Complete if the organization answered "Yes" on Form 990, Part IV, line 22.
Part III can be duplicated if additional space is needed.
(a) Type of grant or assistance (b) Number of
recipients
(c) Amount of
cash grant
(d) Amount of
non-cash assistance
(e) Method of valuation (book,
FMV, appraisal, other)
(f) Description of non-cash assistance
(1) LECTURE HONORARIA 9 10,000      
(2) TRAVEL STIPENDS TO SCIENTIFIC CONFERENCES 124 110,700      
(3) INVESTIGATOR AND SCIENCE RESEARCH PRIZES 251 204,861      
(4) SCHOLARSHIP 26 24,000      
(4)
(5)
(6)
(7)
Part IV
Supplemental Information. Provide the information required in Part I, line 2, Part III, column (b), and any other additional information.
Return Reference Explanation
PART I, LINE 2 RESEARCH GRANTS ARE AWARDED BY THE AMERICAN HEART ASSOCIATION ANNUALLY AND PAID TO THE GRANTEE'S INSTITUTION QUARTERLY OVER THE MULTI-YEAR LIFE OF THE AWARD. GRANTEES ARE REQUIRED TO SUBMIT REPORTS OF SCIENTIFIC PROGRESS ANNUALLY PRIOR TO ISSUING EACH SUBSEQUENT YEAR'S PAYMENTS. THESE REPORTS MAY BE REVIEWED BY VOLUNTEER COMMITTEES COMPRISED PRIMARILY OF ACTIVE AND EXPERIENCED RESEARCHERS. AN ANNUAL FINANCIAL REPORT IS REQUIRED PRIOR TO ISSUING EACH SUBSEQUENT YEAR'S PAYMENTS. FINANCIAL REPORTS ARE REQUIRED TO BE FILED WITHIN 90 DAYS OF THE END OF EACH GRANT YEAR AND ARE REVIEWED BY AHA. INSTITUTIONAL ELIGIBILITY FOR AWARDS AND LOCATION OF WORK FOR APPLICANTS/AWARDEES ASSOCIATION RESEARCH AWARDS MUST BE LIMITED TO NON-PROFIT INSTITUTIONS. SUCH INSTITUTIONS INCLUDE: MEDICAL, OSTEOPATHIC AND DENTAL SCHOOLS, VETERINARY SCHOOLS, SCHOOLS OF PUBLIC HEALTH, PHARMACY SCHOOLS, NURSING SCHOOLS, UNIVERSITIES AND COLLEGES, PUBLIC AND VOLUNTARY HOSPITALS AND OTHER NON-PROFIT INSTITUTIONS THAT CAN DEMONSTRATE THE ABILITY TO CONDUCT THE PROPOSED RESEARCH. APPLICATIONS WILL NOT BE ACCEPTED FOR WORK WITH FUNDING TO BE ADMINISTERED THROUGH ANY FEDERAL INSTITUTION OR WORK TO BE PERFORMED BY A FEDERAL EMPLOYEE WITH THE EXCEPTION OF THE VETERANS ADMINISTRATION EMPLOYEES. THE RESEARCH COMMITTEE SHOULD SCRUTINIZE THE AVAILABLE RESOURCES AS THEY RELATE TO LOCAL, STATE OR ASSOCIATION-WIDE NEEDS. INDIVIDUAL ELIGIBILITY FOR AWARDS THE PRINCIPAL INVESTIGATOR MUST HOLD A DOCTORAL OR APPROPRIATE ADVANCED DEGREE AT THE TIME THE AWARD IS ACTIVATED FOR FELLOWSHIPS, AND FOR GRANTS, AT THE TIME OF APPLICATION. EXCEPTIONS MUST BE DOCUMENTED IN WRITING BY THE RESEARCH COMMITTEE OF REFERENCE AND APPROVED BY THE AHA RESEARCH COMMITTEE. THE BASIC REQUIREMENTS OF ELIGIBILITY FOR ALL AMERICAN HEART ASSOCIATION RESEARCH PROGRAMS, ASSOCIATION-WIDE OR AFFILIATE ARE GIVEN BELOW. PREDOCTORAL FELLOWSHIPS ELIGIBLE INDIVIDUALS INCLUDE POST-BACCALAUREATE, PREDOCTORAL STUDENTS SEEKING A PH.D., M.D., D.O., OR EQUIVALENT DEGREE WHO SEEK RESEARCH TRAINING AND EXPERIENCE UNDER THE SUPERVISION OF A SPONSOR/MENTOR PRIOR TO EMBARKING ON A POSTGRADUATE RESEARCH CAREER. THIS AWARD IS NOT INTENDED FOR INDIVIDUALS WHO HAVE ALREADY ATTAINED A DOCTORAL DEGREE, UNLESS THE INDIVIDUAL IS PURSUING A SECOND DOCTORAL DEGREE (EXAMPLE: M.D. WHO IS SEEKING A PH.D.). POSTDOCTORAL FELLOWSHIPS ELIGIBILITY IS LIMITED TO INDIVIDUALS WHO HAVE OBTAINED A PH.D., M.D., D.O. OR EQUIVALENT DEGREE BY THE TIME OF AWARD ACTIVATION AND WHO SEEK ADDITIONAL RESEARCH TRAINING UNDER THE SUPERVISION OF A SPONSOR/PRECEPTOR/MENTOR PRIOR TO EMBARKING ON A CAREER OF INDEPENDENT RESEARCH. THIS AWARD IS NOT INTENDED FOR INDIVIDUALS OF FACULTY RANK. EXCEPTION: M.D.'S OR M.D./PHD'S WITH CLINICAL RESPONSIBILITIES WHO NEED AN INSTRUCTOR OR SIMILAR TITLE TO SEE PATIENTS, BUT WHO DEVOTE AT LEAST 80% FULL-TIME TO RESEARCH TRAINING. MENTORED CLINICAL & POPULATION RESEARCH AWARD ELIGIBLE INDIVIDUALS INCLUDE HEALTH CARE PROFESSIONALS WITH A MASTERS, M.D., D.O. OR PH.D. DEGREE. INDIVIDUALS ARE NOT ELIGIBLE TO BE THE PRINCIPAL INVESTIGATOR IF THEY CURRENTLY HOLD OR HAVE HELD, CERTAIN NIH AWARDS (SUCH AS RO1, R21, PO1), CERTAIN AHA AWARDS (BGIA, SDG, EIA, GIA), OR AN AWARD EQUIVALENT TO THE ABOVE (AN INDEPENDENT INVESTIGATOR AWARD). INTERDISCIPLINARY RESEARCH TEAMS ARE ALSO ELIGIBLE. ALL PRINCIPAL INVESTIGATORS MUST ALSO IDENTIFY A MENTOR WITH AN EARNED DOCTORATE AND A TRACK RECORD OF HIGH QUALITY CLINICAL INVESTIGATION. ASSOCIATION-WIDE FELLOW-TO-FACULTY TRANSITION AWARD ELIGIBLE INDIVIDUALS INCLUDE THE FOLLOWING: - AT THE TIME OF APPLICATION SUBMISSION, PHYSICIANS WHO HOLD AN M.D., M.D./PHD., D.O. OR EQUIVALENT DOCTORAL DEGREE AND WHO SEEK ADDITIONAL RESEARCH TRAINING UNDER THE SUPERVISION OF A SPONSOR/MENTOR PRIOR TO EMBARKING ON A CAREER OF INDEPENDENT RESEARCH. - APPLICANTS MUST BE ENROLLED IN OR HAVE COMPLETED AN ACCREDITATION COUNCIL FOR GRADUATE MEDICAL EDUCATION (ACGME)-APPROVED RESIDENCY OR A CLINICAL FELLOWSHIP PROGRAM ASSOCIATED WITH AN ACGME-APPROVED RESIDENCY. - APPLICANTS MUST HAVE COMPLETED THE CLINICAL PORTION OF THEIR TRAINING PROGRAM BY THE TIME OF AWARD ACTIVATION. THE APPLICANT IS RESPONSIBLE FOR IDENTIFYING AND WORKING WITH A SPONSOR/MENTOR TO DEVELOP THE APPLICATION. - AT THE TIME OF APPLICATION, CANDIDATES MAY HAVE HAD NO MORE THAN FIVE YEARS OF POSTDOCTORAL RESEARCH TRAINING (BEYOND CLINICAL TRAINING). - THE AWARD IS NOT FOR INDIVIDUALS OF FACULTY/STAFF RANK. - AT THE TIME OF AWARD ACTIVATION, APPLICANT MAY NOT HOLD A FACULTY/STAFF APPOINTMENT. (EXCEPTIONS: M.D. OR M.D./PH.D. WITH CLINICAL RESPONSIBILITIES WHO HOLD A TITLE OF INSTRUCTOR OR SIMILAR DUE TO THEIR PATIENT CARE RESPONSIBILITIES BUT WHO DEVOTE AT LEAST 80 PERCENT FULL-TIME EFFORT TO RESEARCH TRAINING.) THE MENTOR MAY HOLD AN M.D., PHD., D.O. OR OTHER EQUIVALENT DEGREE. BECAUSE OF THE STRONG MENTORING COMPONENT OF THIS AWARD AND THE IMPORTANCE OF DEVELOPING A MEANINGFUL RELATIONSHIP BETWEEN AWARDEE AND MENTOR, AN INDIVIDUAL MENTOR MAY SPONSOR ONLY ONE APPLICANT TO THE PROGRAM PER YEAR. BEGINNING GRANT-IN-AID FACULTY/STAFF MEMBERS INITIATING INDEPENDENT RESEARCH CAREERS ARE ELIGIBLE FOR THIS AWARD. AT APPLICATION, APPLICANTS MUST HOLD AN M.D., PH.D., D.O. OR EQUIVALENT DOCTORAL DEGREE AND MUST MEET INSTITUTIONAL REQUIREMENTS FOR GRANT SUBMISSION. AT ACTIVATION, APPLICANTS MUST HOLD A FACULTY/STAFF RANK UP TO AND INCLUDING ASSISTANT PROFESSOR OR EQUIVALENT. SCIENTIST DEVELOPMENT GRANT ELIGIBLE INDIVIDUALS ARE THOSE INITIATING INDEPENDENT RESEARCH CAREERS. AT APPLICATION, APPLICANTS MUST HOLD AN M.D., PH.D., D.O. OR EQUIVALENT DOCTORAL DEGREE AND MUST MEET INSTITUTIONAL REQUIREMENTS FOR GRANT SUBMISSION. AT ACTIVATION, APPLICANT MUST HOLD A FACULTY/STAFF POSITION. APPLICANT'S FACULTY RANK SHALL BE UP TO AND INCLUDING ASSISTANT PROFESSOR OR EQUIVALENT AT APPLICATION. APPLICATIONS MAY BE SUBMITTED IN THE FINAL YEAR OF A POSTDOCTORAL RESEARCH FELLOWSHIP OR IN THE INITIAL YEARS OF THE INDEPENDENT RESEARCH CAREER. AT TIME OF AWARD ACTIVATION, NO MORE THAN FOUR YEARS WILL HAVE ELAPSED SINCE APPLICANT'S FIRST FULL-TIME FACULTY/STAFF APPOINTMENT AT THE LEVEL OF ASSISTANT PROFESSOR OR ITS EQUIVALENT. A PIVOTAL REQUIREMENT IS THE DEMONSTRATION THAT THE AWARD WILL PROMOTE INDEPENDENT STATUS FOR THE APPLICANT. APPLICANT SHALL HAVE RECEIVED NO PRIOR ASSOCIATION-WIDE-LEVEL GRANT AS OF TIME OF SCIENTIST DEVELOPMENT GRANT ACTIVATION. ESTABLISHED INVESTIGATOR AWARD AT TIME OF APPLICATION, FACULTY/STAFF MEMBERS AT THE MID-LEVEL STAGES OF THEIR INDEPENDENT RESEARCH CAREERS. AT APPLICATION, APPLICANTS MUST HOLD AN M.D., PH.D., D.O. OR EQUIVALENT DOCTORAL DEGREE AND MUST MEET INSTITUTIONAL REQUIREMENTS FOR GRANT SUBMISSION. AT THE TIME OF AWARD ACTIVATION, THE INVESTIGATOR MUST BE AT LEAST FOUR (4) YEARS BUT NO MORE THAN NINE (9) YEARS (I.E., EIGHT YEARS AND 12 MONTHS SINCE THE FIRST FACULTY/STAFF APPOINTMENT AT THE LEVEL OF ASSISTANT PROFESSOR OR EQUIVALENT (INCLUDING, BUT NOT LIMITED TO, RESEARCH ASSISTANT PROFESSOR, RESEARCH SCIENTIST, STAFF SCIENTIST, ETC.) INSTRUCTOR POSITIONS OR EQUIVALENT POSITIONS DO NOT COUNT TOWARD THE FOUR OR NINE YEARS OF ELIGIBILITY. APPLICANTS MUST HAVE CURRENT ASSOCIATION-WIDE-LEVEL FUNDING AS PRINCIPAL INVESTIGATOR ON AN R01 GRANT OR ITS EQUIVALENT (E.G. VA MERIT AWARD, NSF GRANT, OR PI ON PROGRAM PROJECT GRANT FROM NIH). NIH "K" SERIES AWARDS ARE NOT CONSIDERED EQUIVALENT TO AN R01. GRANT-IN-AID ELIGIBLE INDIVIDUALS INCLUDE FACULTY/STAFF MEMBERS CONDUCTING INDEPENDENT RESEARCH AT TIME OF APPLICATION. AT THE TIME OF APPLICATION, PRINCIPAL INVESTIGATOR MUST HOLD AN M.D., PH.D., D.O. OR EQUIVALENT DOCTORAL DEGREE AND MUST MEET INSTITUTIONAL REQUIREMENTS FOR GRANT SUBMISSION. SPECIAL AWARDS/PILOT PROGRAMS ELIGIBILITY IS DETERMINED BY AN AFFILIATE OR THE NATIONAL CENTER BASED UPON SPECIAL LOCAL OR NATIONAL CIRCUMSTANCES. THE FUNDING COMPONENT MUST REQUEST AND RECEIVE APPROVAL FROM THE AHA RESEARCH COMMITTEE TO DEVELOP AND IMPLEMENT A PILOT RESEARCH PROGRAM FOR A LIMITED PERIOD OF TIME. AFFILIATE SUMMER UNDERGRADUATE RESEARCH FELLOWSHIP (INSTITUTIONAL AND INVESTIGATOR/STUDENT INITIATED) TO BE ELIGIBLE FOR THIS PROGRAM, UNDERGRADUATE STUDENTS SHOULD BE CURRENTLY CLASSIFIED AT THE JUNIOR OR SENIOR ACADEMIC STATUS AT THE TIME OF AWARD ACTIVATION. STUDENTS MUST BE ENROLLED FULL-TIME IN AN UNDERGRADUATE DEGREE PROGRAM, AT THE TIME OF APPLICATION, IN EITHER A FOUR-YEAR COLLEGE OR UNIVERSITY, OR A TWO-YEAR INSTITUTION WITH PLANS TO TRANSFER TO A FOUR-YEAR COLLEGE OR UNIVERSITY BY THE FALL SEMESTER IMMEDIATELY FOLLOWING THE SUMMER PROGRAM. STUDENTS MAY EITHER BE ATTENDING AN INSTITUTION WITHIN THE AFFILIATE, OR BE A RESIDENT OF ONE OF THESE STATES.
PART IV - CONTINUED AFFILIATE MEDICAL AND HEALTH SCIENCES STUDENT RESEARCH FELLOWSHIP - INSTITUTIONAL THIS IS AN INSTITUTIONAL AWARD TO QUALIFIED RESEARCH INSTITUTIONS WITHIN THE AFFILIATE'S GEOGRAPHIC BOUNDARIES THAT CAN OFFER A MEANINGFUL RESEARCH EXPERIENCE TO HEALTH SCIENCES STUDENTS. FELLOWSHIP TARGETS POST-BACCALAUREATE, PRE-DOCTORAL M.D., D.O., D.D.S., PHARM.D. OR EQUIVALENT CLINICAL DEGREE HEALTH SCIENCE STUDENTS. AFFILIATE SUMMER UNDERGRADUATE RESEARCH FELLOWSHIP (INSTITUTIONAL AND INVESTIGATOR/STUDENT INITIATED) TO BE ELIGIBLE FOR THIS PROGRAM, UNDERGRADUATE STUDENTS SHOULD BE CURRENTLY CLASSIFIED AT THE JUNIOR OR SENIOR ACADEMIC STATUS AT THE TIME OF AWARD ACTIVATION. STUDENTS MUST BE ENROLLED FULL-TIME IN AN UNDERGRADUATE DEGREE PROGRAM, AT THE TIME OF APPLICATION, IN EITHER A FOUR-YEAR COLLEGE OR UNIVERSITY, OR A TWO-YEAR INSTITUTION WITH PLANS TO TRANSFER TO A FOUR-YEAR COLLEGE OR UNIVERSITY BY THE FALL SEMESTER IMMEDIATELY FOLLOWING THE SUMMER PROGRAM. STUDENTS MAY EITHER BE ATTENDING AN INSTITUTION WITHIN THE AFFILIATE, OR BE A RESIDENT OF ONE OF THESE STATES. AFFILIATE MEDICAL AND HEALTH SCIENCES STUDENT RESEARCH FELLOWSHIP - INSTITUTIONAL THIS IS AN INSTITUTIONAL AWARD TO QUALIFIED RESEARCH INSTITUTIONS WITHIN THE AFFILIATE'S GEOGRAPHIC BOUNDARIES THAT CAN OFFER A MEANINGFUL RESEARCH EXPERIENCE TO HEALTH SCIENCES STUDENTS. FELLOWSHIP TARGETS POST-BACCALAUREATE, PRE-DOCTORAL M.D., D.O., D.D.S., PHARM.D. OR EQUIVALENT CLINICAL DEGREE HEALTH SCIENCE STUDENTS. AFFILIATE MEDICAL STUDENT RESEARCH PROGRAM INVESTIGATOR INITIATED THIS PROGRAM IS INTENDED FOR FULL-TIME STUDENTS WITHIN THE AFFILIATE'S GEOGRAPHIC BOUNDARIES WHO HAVE NOT YET OBTAINED AN M.D. BUT ARE ENROLLED IN AN M.D. PROGRAM, HEALTHCARE PROFESSIONALS WITH DOCTORAL DEGREES, PH.D., D.O., D.D.S., PHARM.D. AND D.V.M. OR EQUIVALENT IN AN M.D. PROGRAM WHO SEEK RESEARCH TRAINING WITH A SPONSOR/MENTOR PRIOR TO EMBARKING ON A RESEARCH CAREER. ASSOCIATION-WIDE INNOVATIVE RESEARCH GRANT ELIGILIBITY INCLUDES ALL LEVELS OF FACULTY/STAFF MEMBERS CONDUCTING RESEARCH AT TIME OF APPLICATION. AT APPLICATION, PRINCIPAL INVESTIGATOR MUST HOLD AN M.D., PH.D., D.O. OR EQUIVALENT DOCTORAL DEGREE AND MUST MEET INSTITUTIONAL REQUIREMENTS FOR GRANT SUBMISSION. ELIGIBILITY FOR THE INNOVATIVE RESEARCH AWARD IS NOT RESTRICTED BASED UPON EXPERIENCE LEVEL OR SENIORITY. SENIORITY WILL NOT BE USED AS A CRITERION IN EVALUATING AN APPLICANT'S MERIT. ASSOCIATION-WIDE COLLABORATIVE SCIENCES AWARD THE PROPOSAL MUST FOCUS ON THE COLLABORATIVE RELATIONSHIP, SUCH THAT THE SCIENTIFIC OBJECTIVES COULD NOT BE ACHIEVED WITHOUT THE EFFORTS OF AT LEAST TWO CO-PRINCIPAL INVESTIGATORS AND THEIR RESPECTIVE DISCIPLINES. AN APPLICATION MUST BE SUBMITTED JOINTLY BY AT LEAST TWO CO-PRINCIPAL INVESTIGATORS. CO-PRINCIPAL INVESTIGATORS MUST EACH HOLD FACULTY/STAFF APPOINTMENTS OF ANY RANK OR EQUIVALENT. CO-PRINCIPAL INVESTIGATORS MUST BE INDEPENDENT RESEARCHERS. THIS AWARD IS NOT INTENDED FOR INDIVIDUALS IN RESEARCH TRAINING OR FELLOWSHIP POSITIONS. CO-PRINCIPAL INVESTIGATORS MUST HOLD A M.D., PH.D., D.O., D.V.M. OR EQUIVALENT POST-BACCALAUREATE TERMINAL DEGREE. ASSOCIATION-WIDE MENTOR/AHA MENTEE AWARD AT TIME OF APPLICATION, INDEPENDENT INVESTIGATORS MUST HOLD A FACULTY/STAFF APPOINTMENT EQUIVALENT TO ASSOCIATE OR FULL PROFESSOR. APPLICANTS MUST ALSO HOLD AN M.D., PH.D., D.O. OR EQUIVALENT DOCTORAL DEGREE. APPLICANTS MUST HAVE CURRENT ASSOCIATION-WIDE-LEVEL FUNDING AS PRINCIPAL INVESTIGATOR ON AN R01 GRANT OR ITS EQUIVALENT (E.G. VA MERIT AWARD, NSF GRANT, OR PI ON PROGRAM PROJECT GRANT FROM NATIONAL INSTITUTE OF HEALTH). ASSOCIATION-WIDE MERIT AWARD THIS AWARD IS INTENDED FOR APPLICANTS WITH THE FOLLOWING OR EQUIVALENT CREDENTIALS: - HAVE A PH.D. AND/OR M.D. (OR THE EQUIVALENT). - HOLD A TENURED OR TENURE-TRACK POSITION AS ASSOCIATE PROFESSOR OR HIGHER ACADEMIC RANK AT AN ELIGIBLE NONPROFIT U.S. INSTITUTION OR, IF AT AN ELIGIBLE INSTITUTION THAT HAS NO TENURE TRACK, HOLD AN APPOINTMENT THAT REFLECTS A SIGNIFICANT INSTITUTIONAL COMMITMENT AT THE TIME OF THE APPLICATION DEADLINE. - IT IS ANTICIPATED THAT THIS NEW AWARD WILL BE GIVEN TO ESPECIALLY INNOVATIVE INDIVIDUALS WHOSE RESEARCH WILL HAVE IMPORTANT IMPACT, BUT FOR WHOM THE PROPOSED AREA OF RESEARCH WOULD NOT BE ABLE TO BEGIN IN A TIMELY FASHION WITHOUT THIS FUNDING. - BE THE PRINCIPAL INVESTIGATOR ON ONE OR MORE ACTIVE, NATIONAL PEER-REVIEWED RESEARCH AWARDS OF AT LEAST THREE YEARS DURATION, SUCH AS AN NIH R01 GRANT, AT THE TIME OF THE APPLICATION DEADLINE. MENTORED AWARDS, CAREER DEVELOPMENT AND TRAINING GRANTS DO NOT QUALIFY. ASSOCIATION-WIDE STRATEGICALLY FOCUSED RESEARCH NETWORK DIRECTORS AND PRINCIPAL INVESTIGATORS OF PROJECTS OF THE CENTERS MUST POSSESS AN M.D., PH.D., D.O., D.V.M., OR EQUIVALENT DOCTORAL DEGREE AT TIME OF APPLICATION. THEY SHOULD BE FACULTY OR STAFF MEMBERS OF THE NON-PROFIT APPLICANT ORGANIZATION AT APPLICATION. AHA CARDIOVASCULAR GENOME PHENOME STUDY PATHWAY GRANT AND GRAND CHALLENGE AWARDS ELIGIBLE INDIVIDUALS INCLUDE FACULTY/ STAFF MEMBERS CONDUCTING INDEPENDENT RESEARCH AT TIME OF APPLICATION. AT APPLICATION, PRINCIPAL INVESTIGATOR MUST HOLD AN M.D., PH.D., D.O. OR EQUIVALENT DOCTORAL DEGREE AND MUST MEET INSTITUTIONAL REQUIREMENTS FOR GRANT SUBMISSION. ANOTHER MAJOR ELIGIBILITY REQUIREMENT FOR INDIVIDUALS IS CITIZENSHIP AWARDS ARE MADE TO PRINCIPAL INVESTIGATORS AND TRAINEES WHO ARE: (A) UNITED STATES CITIZENS OR (B) FOREIGN ASSOCIATION-WIDES HOLDING PERMANENT RESIDENCE OR CERTAIN OTHER VISA STATUSES OR (C) FOREIGN ASSOCIATION-WIDES WHO HAVE APPLIED FOR PERMANENT RESIDENCY (FORM I-485 ON FILE WITH U.S. CITIZENSHIP AND IMMIGRATION SERVICES) AND WHO HAVE RECEIVED AUTHORIZATION TO LEGALLY REMAIN IN THE U.S. (HAVING FILED AN APPLICATION FOR EMPLOYMENT FORM I-765). AWARDEE MUST MEET AMERICAN HEART ASSOCIATION CITIZENSHIP CRITERIA THROUGHOUT THE DURATION OF THE AWARD. THE AHA RESEARCH COMMITTEE AND EACH AFFILIATE RESEARCH COMMITTEE HAVE THE AUTHORITY TO ADD MORE RESTRICTIVE ELIGIBILITY CRITERIA TO A RESEARCH AWARD PROGRAM. FOR EXAMPLE, A LIMITATION MAY BE PLACED ON ANNUAL FUNDING DOLLARS FROM OTHER SOURCES.
Schedule I (Form 990) 2015



Additional Data


Software ID:  
Software Version:  


Schedule J
(Form 990)
Department of the Treasury
Internal Revenue Service
Compensation Information
For certain Officers, Directors, Trustees, Key Employees, and Highest
Compensated Employees
SchJMediumBullet Complete if the organization answered "Yes" on Form 990, Part IV, line 23.
SchJMediumBullet Attach to Form 990.
SchJMediumBullet Information about Schedule J (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2015
Open to Public Inspection
Name of the organization
AMERICAN HEART ASSOCIATION INC
 
Employer identification number

13-5613797
Part I
Questions Regarding Compensation
Yes
No
1a
Check the appropiate box(es) if the organization provided any of the following to or for a person listed on Form
990, Part VII, Section A, line 1a. Complete Part III to provide any relevant information regarding these items.
b
If any of the boxes in line 1a are checked, did the organization follow a written policy regarding payment or reimbursement or provision of all of the expenses described above? If "No," complete Part III to explain .........
1b
Yes
 
2
Did the organization require substantiation prior to reimbursing or allowing expenses incurred by all
directors, trustees, officers, including the CEO/Executive Director, regarding the items checked in line 1a? ..
2
Yes
 
3
Indicate which, if any, of the following the filing organization used to establish the compensation of the
organization's CEO/Executive Director. Check all that apply. Do not check any boxes for methods
used by a related organization to establish compensation of the CEO/Executive Director, but explain in Part III.
4
During the year, did any person listed on Form 990, Part VII, Section A, line 1a with respect to the filing organization or a related organization:
a
Receive a severance payment or change-of-control payment? ................
4a
 
No
b
Participate in, or receive payment from, a supplemental nonqualified retirement plan? .........
4b
Yes
 
c
Participate in, or receive payment from, an equity-based compensation arrangement? .........
4c
 
No
If "Yes" to any of lines 4a-c, list the persons and provide the applicable amounts for each item in Part III.
Only 501(c)(3), 501(c)(4), and 501(c)(29) organizations must complete lines 5-9.
5
For persons listed on Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the revenues of:
a
The organization? ...........................
5a
Yes
 
b
Any related organization?
5b
 
No
If "Yes," on line 5a or 5b, describe in Part III.
6
For persons listed on Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the net earnings of:
a
The organization?
6a
 
No
b
Any related organization? .........................
6b
 
No
If "Yes," on line 6a or 6b, describe in Part III.
7
For persons listed on Form 990, Part VII, Section A, line 1a, did the organization provide any non-fixed
payments not described in lines 5 and 6? If "Yes," describe in Part III ............
7
 
No
8
Were any amounts reported on Form 990, Part VII, paid or accured pursuant to a contract that was
subject to the initial contract exception described in Regulations section 53.4958-4(a)(3)? If "Yes," describe
in Part III .............................
8
 
No
9
If "Yes" on line 8, did the organization also follow the rebuttable presumption procedure described in Regulations section 53.4958-6(c)? .........................
9
 
 
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50053T
Schedule J (Form 990) 2015

Schedule J (Form 990) 2015
Page 2
Part II
Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees. Use duplicate copies if additional space is needed.
For each individual whose compensation must be reported on Schedule J, report compensation from the organization on row (i) and from related organizations, described in the
instructions, on row (ii). Do not list any individuals that are not listed on Form 990, Part VII.
Note. The sum of columns (B)(i)-(iii) for each listed individual must equal the total amount of Form 990, Part VII, Section A, line 1a, applicable column (D) and (E) amounts for that individual.
(A) Name and Title (B) Breakdown of W-2 and/or 1099-MISC compensation (C) Retirement and other deferred compensation (D) Nontaxable
benefits
(E) Total of columns
(B)(i)-(D)
(F) Compensation in column(B) reported as deferred on prior Form 990
(i) Base compensation (ii) Bonus & incentive compensation (iii) Other reportable compensation
1NANCY BROWNCHIEF EXECUTIVE OFFICER (i)

(ii)
727,212
-------------
0
1,018,333
-------------
0
36,546
-------------
0
102,564
-------------
0
27,887
-------------
0
1,912,542
-------------
0
569,523
-------------
0
2SUNDER JOSHICHIEF ADMINISTRATIVE OFFICER (i)

(ii)
402,876
-------------
0
138,680
-------------
0
7,397
-------------
0
56,651
-------------
0
12,828
-------------
0
618,432
-------------
0
0
-------------
0
3LYNNE DARROUZETEVP - CORP SEC/GENERAL COUNSEL (i)

(ii)
245,458
-------------
0
65,625
-------------
0
0
-------------
0
34,169
-------------
0
17,557
-------------
0
362,809
-------------
0
0
-------------
0
4CYNTHIA ROBERTSCHIEF FINANCIAL OFFICER (i)

(ii)
221,716
-------------
0
59,063
-------------
0
1,923
-------------
0
27,235
-------------
0
17,518
-------------
0
327,455
-------------
0
0
-------------
0
5ROSE MARIE ROBERTSONCHIEF SCIENCE & MEDICAL OFFICER (i)

(ii)
444,976
-------------
0
151,855
-------------
0
24,981
-------------
0
37,100
-------------
0
10,434
-------------
0
669,346
-------------
0
24,608
-------------
0
6MEIGHAN GIRGUSCHIEF MARKETING & PROGRAMS OFFICER (i)

(ii)
399,796
-------------
0
138,680
-------------
0
6,128
-------------
0
56,258
-------------
0
1,710
-------------
0
602,572
-------------
0
0
-------------
0
7LESLIE UPTONCHIEF OPERATING OFFICER (i)

(ii)
400,694
-------------
0
130,342
-------------
0
2,288
-------------
0
56,477
-------------
0
7,179
-------------
0
596,980
-------------
0
0
-------------
0
8JOHN J MEINERSCHIEF OF MISSION ALIGNED BUSINESSES (i)

(ii)
350,462
-------------
0
85,881
-------------
0
1,701
-------------
0
49,896
-------------
0
13,314
-------------
0
501,254
-------------
0
0
-------------
0
9KATHLEEN ROGERSAFFILIATE EVP (i)

(ii)
411,717
-------------
0
122,278
-------------
0
8,000
-------------
0
58,121
-------------
0
17,776
-------------
0
617,892
-------------
0
0
-------------
0
10MIDGE EPSTEINAFFILIATE EVP (i)

(ii)
411,618
-------------
0
111,280
-------------
0
31,568
-------------
0
36,600
-------------
0
19,164
-------------
0
610,230
-------------
0
21,543
-------------
0
11DAVID MARKIEWICZAFFILIATE EVP (i)

(ii)
402,079
-------------
0
107,747
-------------
0
8,000
-------------
0
56,151
-------------
0
12,708
-------------
0
586,685
-------------
0
0
-------------
0
12KEVIN HARKERAFFILIATE EVP (i)

(ii)
392,724
-------------
0
96,655
-------------
0
870
-------------
0
55,232
-------------
0
19,161
-------------
0
564,642
-------------
0
0
-------------
0
13NICOLE SAPIOAFFILIATE EVP (i)

(ii)
332,208
-------------
0
71,757
-------------
0
8,840
-------------
0
46,448
-------------
0
13,282
-------------
0
472,535
-------------
0
0
-------------
0
Schedule J (Form 990) 2015

Schedule J (Form 990) 2015
Page 3
Part III
Supplemental Information
Provide the information, explanation, or descriptions required for Part I, lines 1a, 1b, 3, 4a, 4b, 4c, 5a, 5b, 6a, 6b, 7, and 8, and for Part II. Also complete this part for any additional information.
Return Reference Explanation
PART I, LINE 1A TO ENCOURAGE GOOD HEALTH PRACTICES, AMERICAN HEART ASSOCIATION (AHA) MAKES AVAILABLE A MEMBERSHIP TO A LOCAL FITNESS CENTER TO SENIOR MANAGEMENT. OF THE OFFICERS AND KEY EMPLOYEES LISTED, THE FOLLOWING PARTICIPATE IN THE PROGRAM - NANCY BROWN, SUNDER JOSHI, JOHN MEINERS, MEIGHAN GIRGUS, AND LESLIE UPTON. THESE BENEFITS ARE TREATED AS TAXABLE INCOME.
PART I, LINE 4B NONQUALIFIED RETIREMENT PLAN: AHA PROVIDES A 457(F) RETIREMENT RESTORATION PLAN TO CERTAIN MEMBERS OF SENIOR MANAGEMENT. WHILE AHA EMPLOYEES ARE GENERALLY ELIGIBLE TO PARTICIPATE IN THE QUALIFIED RETIREMENT PLAN AND THE 403(B) PLAN, CONTRIBUTIONS BY AHA TO THE QUALIFIED RETIREMENT PLAN AND THE 403(B) PLAN ARE CAPPED PURSUANT TO IRS REGULATIONS. UNDER THE RETIREMENT RESTORATION PLAN, AHA IS ALLOWED TO MAKE CONTRIBUTIONS BASED ON THE AMOUNT A PARTICIPANT WOULD HAVE BEEN ALLOWED TO RECEIVE IF THE RETIREMENT CONTRIBUTIONS TO THE 403(B) PLAN BY AHA WERE NOT CAPPED. THE RETIREMENT RESTORATION PLAN SEEKS TO MAKE WHOLE, UPON A SPECIFIED VESTING DATE, THOSE PARTICIPANTS WHOSE COMPENSATION IS SUCH THAT THE ALLOWABLE QUALIFIED RETIREMENT CONTRIBUTION IS CAPPED DURING THEIR SERVICE TO AHA. ONCE A PARTICIPANT IS VESTED, THE RESTORATION PLAN BALANCE (THAT ACCUMULATED OVER MANY YEARS AND INCLUDES GAINS/LOSSES FROM THE MARKET) IS PAID OUT TO THE PARTICIPANT IN A LUMP SUM. AFTER THE PARTICIPANT HAS PASSED HIS OR HER VESTING DATE, ANY CONTRIBUTION THAT WOULD HAVE BEEN MADE TO THE RESTORATION PLAN IS PAID TO THE EMPLOYEE AT THE END OF THE YEAR IN A LUMP SUM. THE PAYMENT IS CONSIDERED EARNED INCOME WITH APPLICABLE TAXES WITHHELD. IF THE EMPLOYEE LEAVES AHA PRIOR TO REACHING HIS OR HER VESTING DATE, THE ENTIRE ACCOUNT BALANCE IS FORFEITED. DURING THE CALENDAR YEAR, SOME ELIGIBLE PARTICIPANTS IN AHA'S RETIREMENT RESTORATION PLAN REACHED THEIR VESTING DATE OR HAD PREVIOUSLY REACHED THEIR VESTING DATE AND RECEIVED LUMP SUM PAYMENTS FROM THE PLAN. PREVIOUSLY VESTED, MIDGE EPSTEIN RECEIVED $21,543 AND ROSE MARIE ROBERTSON RECEIVED $24,608.
PART I, LINE 5 THE SENIOR MANAGEMENT OF AHA PARTICIPATES IN AN INCENTIVE PLAN DESIGNED TO MOTIVATE AND REWARD SIGNIFICANT GROWTH AND PERFORMANCE OF THE ASSOCIATION AND CREATE A SENSE OF SHARED OWNERSHIP TO ACHIEVE THE STRATEGIC PLAN AND FURTHER THE MISSION. THE INCENTIVE PLAN IS DESIGNED AS PART OF THE TOTAL CASH COMPENSATION PROVIDED TO THE SENIOR EXECUTIVES, AND ENSURES A SIGNIFICANT PORTION OF THEIR TOTAL COMPENSATION IS TIED DIRECTLY TO THE PERFORMANCE OF THE ORGANIZATION. THE TOTAL CASH COMPENSATION HAS BEEN DETERMINED AS REASONABLE BY THE COMPENSATION AND BENEFITS COMMITTEE AND OUTSIDE INDEPENDENT COMPENSATION CONSULTANTS. THE INCENTIVE PLAN FOCUSES ON THREE BROAD CRITERIA, WHICH HAVE QUALITATIVE AND QUANTITATIVE ASPECTS - ASSOCIATION REVENUE GOALS, AFFILIATE-SPECIFIC REVENUE GOALS, AND MISSION GOALS. AWARD OPPORTUNITIES FOR SENIOR MANAGEMENT AND THE CEO RANGE FROM 0%-40% AND 0%-60% OF BASE SALARY RESPECTIVELY. TARGETED AWARD OPPORTUNITIES RANGE FROM 15-30%. THE BOARD HAS APPROVED THE IMPLEMENTATION OF A LONG TERM INCENTIVE PLAN FOR THE SENIOR EXECUTIVE TEAM TO ENSURE A LONG-TERM FOCUS AND THE CONTINUED DEDICATION TO ACHIEVE KEY PRIORITIES THAT WILL HELP THE ORGANIZATION GROW AND SERVE THE COMMUNITY IN PURSUIT OF THE MISSION. THE LONG TERM INCENTIVE PLAN ESTABLISHES COMMON PERFORMANCE OBJECTIVES FOR EACH PARTICIPANT TO ENSURE A UNIFIED FOCUS FOR THE SENIOR EXECUTIVE TEAM. ALL GOALS ARE ESTABLISHED AT THE ORGANIZATION-WIDE LEVEL. THE INCENTIVE IS BASED ON TWO CRITERIA: ASSOCIATION REVENUE GOALS AND MISSION GOALS. AWARD OPPORTUNITIES UNDER THE LONG-TERM INCENTIVE PLAN RANGE FROM 0%-15% (TARGET OF 10%) OF BASE SALARY FOR THE SENIOR EXECUTIVE TEAM AND 0%-70% (TARGET OF 50%) FOR THE CEO. ACCORDINGLY, BASED ON PERFORMANCE AGAINST PREVIOUSLY-ESTABLISHED OBJECTIVES APPROVED BY THE BOARD, THE AMOUNTS THAT WILL BE PAID IN 2016 ARE AS FOLLOWS: $367,201 TO NANCY BROWN, $43,575 TO SUNDER JOSHI, $47,250 TO ROSE MARIE ROBERTSON, $41,489 TO LESLIE UPTON, AND $42,840 TO MEIGHAN GIRGUS.
SCHEDULE J, PART II AS PREVIOUSLY DISCLOSED IN PRIOR YEAR'S 990, THE BOARD APPROVED A RETENTION AGREEMENT FOR NANCY BROWN TO ALLOW FOR LEADERSHIP STABILITY, A SATISFACTORY DEGREE OF SUCCESSION PLANNING, AND IN RECOGNITION OF EXTERNAL MARKET PRESSURES FOR EXECUTIVE TALENT. THE TERMS OF THE AGREEMENT WERE MET DURING 2015 AND A PAYMENT OF $640,000 IS REFLECTED IN SCHEDULE J, PART II, COLUMN (B) (II). AMOUNTS ACCRUED AND RECOGNIZED ON PREVIOUS YEAR'S RETURNS ARE SHOWN IN COLUMN F.
Schedule J (Form 990) 2015
Additional Data


Software ID:  
Software Version:  
SCHEDULE M
(Form 990)


Department of the Treasury
Internal Revenue Service
Noncash Contributions
Right pointing arrow large imageComplete if the organizations answered "Yes" on Form 990, Part IV, lines 29 or 30.
Right pointing arrow large image Attach to Form 990.
Right pointing arrow large imageInformation about Schedule M (Form 990) and its instructions is at www.irs.gov/form990
OMB No. 1545-0047
2015
Open to Public Inspection
Name of the organization
AMERICAN HEART ASSOCIATION INC
 
Employer identification number

13-5613797
Part I
Types of Property
(a)
Check if applicable
(b)
Number of contributions or items contributed
(c)
Noncash contribution amounts reported on
Form 990, Part VIII, line 1g
(d)
Method of determining
noncash contribution amounts
1 Art—Works of art .... X 980 334,994 FAIR MARKET VALUE
2 Art—Historical treasures .        
3 Art—Fractional interests ..        
4 Books and publications .. X 5,752 FAIR MARKET VALUE
5 Clothing and household
goods .......
     
6 Cars and other vehicles .. X 436 297,205 FAIR MARKET VALUE
7 Boats and planes ....        
8 Intellectual property ...        
9 Securities—Publicly traded . X 289 3,976,694 FAIR MARKET VALUE
10 Securities—Closely held stock .        
11 Securities—Partnership, LLC,
or trust interests ....
       
12 Securities—Miscellaneous ..        
13 Qualified conservation
contribution—Historic
structures .....
       
14 Qualified conservation
contribution—Other ...
       
15 Real estate—Residential .        
16 Real estate—Commercial ..        
17 Real estate—Other ...        
18 Collectibles ..... X 2,172 689,427 FAIR MARKET VALUE
19 Food inventory ...        
20 Drugs and medical supplies .        
21 Taxidermy ......        
22 Historical artifacts ....        
23 Scientific specimens ..        
24 Archeological artifacts ...        
25 Other Right pointing arrow large image ( AD COUNCIL ADVERTISEMENT ) X 1 58,584,493 FAIR MARKET VALUE
26 Other Right pointing arrow large image ( TRAVEL ) X 2,003 2,826,055 FAIR MARKET VALUE
27 Other Right pointing arrow large image ( RECREATION ) X 5,867 2,274,846 FAIR MARKET VALUE
28 Other Right pointing arrow large image ( FOOD & DRINK ) X 6,141 1,848,609 FAIR MARKET VALUE
Other Right pointing arrow large image ( TANGIBLE PERSONAL PROPERTY ) X 8,229 1,413,355 FAIR MARKET VALUE
Other Right pointing arrow large image ( PERSONAL SERVICES ) X 3,265 637,430 FAIR MARKET VALUE
Other Right pointing arrow large image ( MISCELLANEOUS ) X 1,536 236,341 FAIR MARKET VALUE
29
Number of Forms 8283 received by the organization during the tax year for contributions
for which the organization completed Form 8283, Part IV, Donee Acknowledgement
29
0
Yes
No
30a
During the year, did the organization receive by contribution any property reported in Part I, lines 1 through 28, that
it must hold for at least three years from the date of the initial contribution, and which is not required to be used
for exempt purposes for the entire holding period? ..................
30a
 
No
b
If "Yes," describe the arrangement in Part II.
31
Does the organization have a gift acceptance policy that requires the review of any non-standard contributions?
31
Yes
 
32a
Does the organization hire or use third parties or related organizations to solicit, process, or sell noncash
contributions? ..........................
32a
Yes
 
b
If "Yes," describe in Part II.
33
If the organization did not report an amount in column (c) for a type of property for which column (a) is checked,
describe in Part II.
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 51227J
Schedule M (Form 990) (2015)
Schedule M (Form 990) (2015)
Page 2
Part II
Supplemental Information. Provide the information required by Part I, lines 30b, 32b, and 33, and whether the organization is reporting in Part I, column (b), the number of contributions, the number of items received, or a combination of both. Also complete this part for any additional information.
Return Reference Explanation
PART I, LINE 32B: THE ASSOCIATION RECEIVES THE PROCEEDS FROM THE SALE OF DONATED VEHICLES THAT ARE RECEIVED AND PROCESSED BY INSURANCE AUTO AUCTIONS.
Schedule M (Form 990) (2015)

Additional Data


Software ID:  
Software Version:  
SCHEDULE O
(Form 990 or 990-EZ)

Department of the Treasury
Internal Revenue Service
Supplemental Information to Form 990 or 990-EZ

Complete to provide information for responses to specific questions on
Form 990 or 990-EZ or to provide any additional information.
MediumBullet Attach to Form 990 or 990-EZ.
MediumBullet Information about Schedule O (Form 990 or 990-EZ) and its instructions is at
www.irs.gov/form990.
OMB No. 1545-0047
2015
Open to Public
Inspection
Name of the organization
AMERICAN HEART ASSOCIATION INC
 
Employer identification number

13-5613797
Return Reference Explanation
FORM 990, PART VI, SECTION B, LINE 11 IN EARLY NOVEMBER, MANAGEMENT DISTRIBUTED A DRAFT OF THE FORM 990 TO THE AUDIT COMMITTEE APPOINTED BY THE AMERICAN HEART ASSOCIATION'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.
FORM 990, PART VI, SECTION B, LINE 12C THE AMERICAN HEART ASSOCIATION (AHA) HAS ESTABLISHED A CONFLICT OF INTEREST POLICY WHICH HAS BEEN REVIEWED AND APPROVED BY THE BOARD OF DIRECTORS. THE POLICY IS BINDING ON ALL VOLUNTEERS, STAFF AND COMPONENTS OF AHA. A CONFLICT OF INTEREST QUESTIONNAIRE WHICH INCLUDES THE CONFLICT OF INTEREST POLICY, STANDARDS AND ETHICS POLICY, IS REQUIRED TO BE COMPLETED BY ALL AHA BOARD OF DIRECTORS MEMBERS, COMMITTEE, SUBCOMITTEE, TASK FORCE, WRITING GROUP MEMBERS, DESIGNATED STAFF, AND AHA SPOKESPERSONS UPON THEIR APPOINTMENT, AND TO OFFICERS AND JOURNAL EDITORS PRIOR TO THEIR ELECTION OR APPOINTMENT. AFTER THE INITIAL COMPLETION OF THE CONFLICT OF INTEREST DISCLOSURE QUESTIONNAIRE, VOLUNTEERS AND DESIGNATED STAFF ARE REQUESTED TO UPDATE IT WHENEVER MATERIAL CHANGES OCCUR IN THEIR AHA ROLE, EMPLOYMENT OR OTHER RELATIONSHIP IDENTIFIED AS RELEVANT ON THE DISCLOSURE QUESTIONNAIRE. AHA HAS IDENTIFIED THE FOLLOWING AREAS IN ITS POLICY TO BE POTENTIAL CONFLICTS OF INTEREST: 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.
FORM 990, PART VI, SECTION B, LINE 15 AHA'S BOARD OF DIRECTORS CHARGES A COMPENSATION AND BENEFITS COMMITTEE TO PROVIDE RECOMMENDATIONS REGARDING COMPENSATION-RELATED MATTERS WITHIN THE ORGANIZATION. THE COMPENSATION COMMITTEE IS RESPONSIBLE FOR REVIEWING AND PROVIDING RECOMMENDATIONS FOR THE CHIEF EXECUTIVE OFFICER'S (CEO) COMPENSATION TO THE OFFICERS OF THE BOARD OF DIRECTORS. THE OFFICERS OF THE BOARD OF DIRECTORS REVIEW AND MAKE FINAL RECOMMENDATIONS ON THE CHIEF EXECUTIVE OFFICER'S COMPENSATION TO THE BOARD OF DIRECTORS FOR FINAL APPROVAL. THE COMPENSATION COMMITTEE IS COMPRISED OF MEMBERS WHO ARE CONSIDERED INDEPENDENT OF MANAGEMENT PURSUANT TO AHA'S CONFLICT OF INTEREST POLICY. THE COMPENSATION COMMITTEE ENGAGES AN OUTSIDE INDEPENDENT CONSULTANT TO PROVIDE EXTERNAL BENCHMARKING WITH RESPECT TO COMPENSATION LEVELS AND PROVISION OF BENEFITS. THE COMPENSATION COMMITTEE'S OUTSIDE INDEPENDENT CONSULTANT PROVIDES INFORMATION WITH RESPECT TO THE APPROPRIATENESS OF THE CEO'S COMPENSATION AS COMPARED TO THE EXTERNAL BENCHMARKING AS WELL AS THE METHODOLOGY IN DEVELOPING CURRENT COMPENSATION. THE INDEPENDENT CONSULTANT ALSO EVALUATES THE COMPENSATION RANGE OF OTHER OFFICERS AND SENIOR EXECUTIVES. 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 & REBUTTABLE PRESUMPTION POLICY. FOR PURPOSES OF THE 2015-16 FISCAL YEAR, THE COMPENSATION REVIEW OF THE CEO BY THE COMPENSATION COMMITTEE WAS LAST COMPLETED IN SEPTEMBER OF 2015. KEY FACTORS THAT ARE CONSIDERED BY THE COMPENSATION 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.
FORM 990, PART VI, SECTION C, LINE 19 THE AMERICAN HEART ASSOCIATION (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. THE AHA DOES NOT MAKE ITS GOVERNING DOCUMENTS AVAILABLE TO THE GENERAL PUBLIC.
FORM 990, PART XI, LINE 9: POST-RETIREMENT ADJUSTMENT (ASC 715) -239,963.
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 51056K
Schedule O (Form 990 or 990-EZ) 2015


Additional Data


Software ID:  
Software Version:  
SCHEDULE R
(Form 990)

Department of the Treasury
Internal Revenue Service
Related Organizations and Unrelated Partnerships
MediumBulletComplete if the organization answered "Yes" on Form 990, Part IV, line 33, 34, 35b, 36, or 37.
MediumBulletAttach to Form 990.
MediumBullet
Information about Schedule R (Form 990) and its instructions is at www.irs.gov/form990.

OMB No. 1545-0047
2015
Open to Public Inspection
Name of the organization
AMERICAN HEART ASSOCIATION INC
 
Employer identification number

13-5613797
Part I
Identification of Disregarded Entities Complete if the organization answered "Yes" on Form 990, Part IV, line 33.
(a)
Name, address, and EIN (if applicable) of disregarded entity


(b)
Primary activity


(c)
Legal domicile (state
or foreign country)

(d)
Total income


(e)
End-of-year assets


(f)
Direct controlling
entity

(1) AMHAS LLC
7272 GREENVILLE AVENUE
DALLAS,TX75231
13-5613797
INVESTMENTS DE -1,031,801 63,064,423 AMERICAN HEART ASSOCIATION INC
 










Part II
Identification of Related Tax-Exempt Organizations Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related tax-exempt organizations during the tax year.
(a)
Name, address, and EIN of related organization


(b)
Primary activity


(c)
Legal domicile (state
or foreign country)

(d)
Exempt Code section


(e)
Public charity status
(if section 501(c)(3))

(f)
Direct controlling
entity

(g)
Section 512(b)(13) controlled entity?
Yes No












For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50135Y
Schedule R (Form 990) 2015
Schedule R (Form 990) 2015
Page 2
Part III
Identification of Related Organizations Taxable as a Partnership Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related organizations treated as a partnership during the tax year.
(a)
Name, address, and EIN of
related organization



(b)
Primary activity




(c)
Legal
domicile
(state or foreign
country)


(d)
Direct controlling
entity



(e)
Predominant income(related, unrelated, excluded from tax under sections 512-514)

(f)
Share of total income




(g)
Share of end-of-year
assets



(h)
Disproprtionate allocations?




(i)
Code V-UBI
amount in box 20 of
Schedule K-1
(Form 1065)
(j)
General or
managing
partner?



(k)
Percentage
ownership


Yes No Yes No












Part IV
Identification of Related Organizations Taxable as a Corporation or Trust Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related organizations treated as a corporation or trust during the tax year.
(a)
Name, address, and EIN of
related organization
(b)
Primary activity
(c)
Legal
domicile
(state or foreign
country)
(d)
Direct controlling
entity
(e)
Type of entity
(C corp, S corp,
or trust)
(f)
Share of total income
(g)
Share of end-of-year
assets
(h)
Percentage
ownership
(i)
Section 512(b)(13) controlled entity?
Yes No
(1) 24 VARIOUS PERPETUAL TRUSTS

7272 GREENVILLE AVENUE
DALLAS,TX75231
99-9999999
FIDUCIARY TX AMERICAN HEART ASSOCIATION INC
 
T       Yes  
(2) 10 CHARITABLE REMAINDER TRUSTS

7272 GREENVILLE AVENUE
DALLAS,TX75231
99-9999999
FIDUCIARY TX AMERICAN HEART ASSOCIATION INC
 
T       Yes  










Schedule R (Form 990) 2015
Schedule R (Form 990) 2015
Page 3
Part V
Transactions With Related Organizations Complete if the organization answered "Yes" on Form 990, Part IV, line 34, 35b, or 36.
Note. Complete line 1 if any entity is listed in Parts II, III, or IV of this schedule.
Yes
No
1 During the tax year, did the orgranization engage in any of the following transactions with one or more related organizations listed in Parts II-IV?
a Receipt of (i) interest, (ii) annuities, (iii) royalties, or (iv) rent from a controlled entity .....................
1a
 
No
b Gift, grant, or capital contribution to related organization(s) ............................
1b
 
No
c Gift, grant, or capital contribution from related organization(s) ............................
1c
Yes
 
d Loans or loan guarantees to or for related organization(s) ............................
1d
 
No
e Loans or loan guarantees by related organization(s) ............................
1e
 
No
f Dividends from related organization(s) ............................
1f
 
No
g Sale of assets to related organization(s) ............................
1g
 
No
h Purchase of assets from related organization(s) ............................
1h
 
No
i Exchange of assets with related organization(s) ............................
1i
 
No
j Lease of facilities, equipment, or other assets to related organization(s) .......................
1j
 
No
k Lease of facilities, equipment, or other assets from related organization(s) ......................
1k
 
No
l Performance of services or membership or fundraising solicitations for related organization(s) .....................
1l
 
No
m Performance of services or membership or fundraising solicitations by related organization(s) .................
1m
 
No
n Sharing of facilities, equipment, mailing lists, or other assets with related organization(s) ...................
1n
 
No
o Sharing of paid employees with related organization(s) ............................
1o
 
No
p Reimbursement paid to related organization(s) for expenses ............................
1p
 
No
q Reimbursement paid by related organization(s) for expenses ............................
1q
 
No
r Other transfer of cash or property to related organization(s) ............................
1r
 
No
s Other transfer of cash or property from related organization(s) ............................
1s
 
No
2
If the answer to any of the above is "Yes," see the instructions for information on who must complete this line, including covered relationships and transaction thresholds.
(a)
Name of related organization
(b)
Transaction
type (a-s)
(c)
Amount involved
(d)
Method of determining amount involved
(1) 10 CHARITABLE REMAINDER TRUSTS

C 960,688 CASH CONTRIBUTIONS RECEIVED
(2) 24 VARIOUS PERPETUAL TRUSTS

C 1,242,435 CASH CONTRIBUTIONS RECEIVED




Schedule R (Form 990) 2015
Schedule R (Form 990) 2015
Page 4
Part VI
Unrelated Organizations Taxable as a Partnership Complete if the organization answered "Yes" on Form 990, Part IV, line 37.
Provide the following information for each entity taxed as a partnership through which the organization conducted more than five percent of its activities (measured by total assets or gross revenue) that was not a related organization. See instructions regarding exclusion for certain investment partnerships.
(a)
Name, address, and EIN of entity
(b)
Primary activity
(c)
Legal domicile
(state or foreign
country)
(d)
Predominant income (related, unrelated, excluded from tax under sections 512-514)

(e)
Are all partners
section
501(c)(3)
organizations?
(f)
Share of total income




(g)
Share of
end-of-year
assets
(h)
Disproprtionate allocations?
(i)
Code V-UBI
amount in box 20
of Schedule K-1
(Form 1065)
(j)
General or
managing
partner?
(k)
Percentage
ownership


Yes No Yes No Yes No






























Schedule R (Form 990) 2015
Schedule R (Form 990) 2015
Page 5
Part VII
Supplemental Information
Provide additional information for responses to questions on Schedule R (see instructions).
Return Reference Explanation
SCHEDULE R, PART I AMHAS, LLC IS A SINGLE MEMBER LIMITED LIABILITY COMPANY THAT HOLDS INVESTMENTS THAT ARE PART OF THE AMERICAN HEART ASSOCIATION'S INVESTMENT PORTFOLIO.
SCHEDULE R, PART IV THESE RELATED ENTITIES ARE TRUSTS IN WHICH THE AMERICAN HEART ASSOCIATION HAS A GREATER THAN 50% BENEFICIAL INTEREST. THE EIN AND STATE OF LEGAL DOMICILE VARY BY TRUST.
Schedule R (Form 990) 2015

Additional Data


Software ID:  
Software Version: