2023-12-14T10:48:54-06:00 2023-06-30 411397419 Abdo LLP 5201 Eden Ave Ste 250 Edina MN 55436 990 2022-07-01 411307457 Children's Heartlink CHIL 9529284957 5075 Arcadia Avenue Edina MN 554362306 Jackie Boucher President 9529284957 2023-12-12 1 Jackie Boucher XXX-XX-XXXX 0 Steven D Anseth CPA P00552219 9528359090 2023-11-08 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z Jackie Boucher 5075 Arcadia Avenue Edina MN 554362306 4190581 0 X www.childrensheartlink.org X 1977 MN The organization's mission is to save lives of children with heart disease. 23 23 20 195 0 0 2731042 4096946 0 0 1098 18654 -55782 -69615 2676358 4045985 0 150000 0 0 1431845 1803297 0 0 666166 721173 1011107 2153018 2964404 523340 1081581 2506246 3647192 170166 231687 2336080 3415505 X Our vision: Children around the world have access to high-quality heart care.Our mission: We save children's lives by transforming pediatric heart care in underserved parts of the world. 0 0 1156937 Leadership and Growth. In FY2023, the Programs Team increased in size from seven to ten, building local leadership by hiring an India-based Partnership Manager, supporting travel and partner education with a full-time International Programs Assistant, and supporting the blended learning model with a Senior Director, Programs. New partner hospitals in Recife, Brazil and Dhaka, Bangladesh were added, along with two new volunteer teams (Texas and Leeds). Three new partners matched with three volunteers (two new to CHL) were identified to be added in FY2024. We conducted an assessment for potential partnerships in Africa and identified 3 potential new partners, as well as began developing a programmatic and fundraising strategies. Programming. Travel resumed, with a total of 14 in-person visits, approaching pre-pandemic levels. Relationships were renewed and CHL's new learning plan process was deployed, with 89% of CHL partner hospitals making progress towards becoming a CoE as planned.Innovation. CHL completed our pilot of the blended model and HeartLink Hub, with the successful execution of the Nurse Residency Program, including demonstrated partner and volunteer satisfaction and strong program use, as well as meaningful knowledge and practice change among nurses. CHL advanced significantly in using CoEs to train current partners in both one-on-one mentorship and more isolated clinical training opportunities. We secured grant funding to develop a CHL Extended Reality (XR) strategy to further develop our blended model and remote demonstration-based learning opportunities.Accountability, Evaluation and Learning. The Program Team acheived 100% grant spenddown on 90% of grants. Evaluation has been integrated into educational offerings for accountability and learning. CHL developed and is utilizing an enhanced system to collect and analyze activities, outputs and outcomes. A total of 4,222 clinicians were trained across 232 training sessions. More than 131 unique volunteers provided $541,290 in donated time. In sum, CHL's 20 partners performed more than 12,400 surgeries and helped more than 165,000 children. 129170 Outreach AccomplishmentsWe continued to expand our efforts to engage existing and new partners and supporters. We issued regular newsletters to supporters, partners and volunteers. We continued leveraging our website with monthly blogs and the addition of an advocacy webpage as well as continued membership in global health working groups/organizations. We also partnered with an agency to support our Google Ad Grant, marketing email tactics and social media initiatives. Additionally, we continued to host webinars for advocacy and education opportunities for health care professionals in low- to middle-income countries. 488129 150000 Advocacy AccomplishmentsOur global advocacy efforts this year grew by - adding one new staff member- starting a new advocacy partnership with the Global Alliance for Rheumatic and Congential Hearts- through engagement in the birth defects community, we were able to connect with the WHO Maternal and Child Health department and establish a relationship and successfully advocate for inclusion of CHD in upcoming guidelines publication. - we did 12 presentations at international meetings, 3 new publications and participation in several global meetings and consultations on health topics represening the needs of children with heart disease, and organized several webinars- published an advocacy toolkit- led the advocacy activities for the World Congress and developed the Call to Action 1774236 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 1 0 0 1 1 0 0 0 1 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 13 0 1 20 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 23 23 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 AL AK AR CA CO CT FL GA HI IL KS KY MN X X X Jackie Boucher 9529284957 5075 Arcadia Avenue Edina MN 554362306 Tom Armitage Chair 5.00 X X 0 0 0 Taryn Lynch Vice Chair 2.00 X X 0 0 0 Anu Codaty Secretary 2.00 X X 0 0 0 Patrick Stoneking Treasurer 2.00 X X 0 0 0 Jeff Evanson Past Chair 2.00 X X 0 0 0 John Babbitt Director 0.40 X 0 0 0 Connie Delaney PHD RN Director 0.40 X 0 0 0 Sue Gebelein Director 0.40 X 0 0 0 Jeff Gleason Director 0.40 X 0 0 0 Jeff Haan Director 0.40 X 0 0 0 Mark Lewin MD Director 0.40 X 0 0 0 Betsy Moran Director 0.40 X 0 0 0 Darren Nauss Director 0.40 X 0 0 0 David Overman MD Director 0.40 X 0 0 0 Abhi Patangay Director 0.40 X 0 0 0 Fernanda Petto Director 0.40 X 0 0 0 Pete Quimby Director 0.40 X 0 0 0 Elizabeth Sweeney Director 0.40 X 0 0 0 Kristy Duffey MS APRN-BC FAAN Director 0.40 X 0 0 0 Karim Bandali PhD Director 0.40 X 0 0 0 Maria Macuare-Gordon MD Director 0.40 X 0 0 0 Heather Hudnut Page Director 0.40 X 0 0 0 Dannette Smith Director 0.40 X 0 0 0 Jackie Boucher President 40.00 X 190319 0 16904 Anne Betzner VP of Programs and Evaluat 40.00 X 141610 0 17127 Marc Vaillancourt VP of Development and Comm 40.00 X 122582 0 7189 Bistra Zheleva VP of Advocacy and Strateg 40.00 X 132936 0 15632 587447 0 56852 4 0 1 0 0 490502 3606444 4096946 18654 18654 74981 490502 144596 -69615 -69615 4045985 0 0 -50961 150000 150000 657516 378735 77051 201730 928423 540193 94793 293437 48944 25177 13533 10234 54806 28193 15159 11454 113608 66199 11543 35866 10583 8939 1486 158 120201 120201 199216 74340 50049 74827 1987 195 1792 17043 361 15037 1645 30563 435 23484 6644 48594 48594 256821 244316 2027 10478 5741 5598 119 24 816 816 31296 4071 27225 13073 13073 Training and Education 185868 181258 3840 770 Dues/Subscriptions 40627 30217 2628 7782 Other expenses 24931 18542 1613 4776 Bank Fees 23747 17662 1536 4549 2964404 1774236 524002 666166 62538 173614 2086808 2409949 175437 349227 22500 0 22076 74736 528222 399314 136887 128908 498698 0 12060 2506246 3647192 92666 122199 77500 97128 0 12360 170166 231687 X 1934304 1769203 401776 1646302 2336080 3415505 2506246 3647192 1081581 -2156 0 X X 0 1 X 1 0 X 2915606 2222597 1988818 2731042 4096946 13955009 2915606 2222597 1988818 2731042 4096946 13955009 4262982 9692027 4063 1471 3968 1098 18654 29254 13984263 0.69310 0.69180 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 432958 321570 111388 95264 77744 17520 128908 Lease liability 12360 12360 4585119 -2156 541290 539134 4045985 0 4045985 3505694 541290 541290 2964404 0 2964404 South Asia 0 2 Program Services Clinical education/training and other partner site support in addition to infection control 863966 South America 0 0 Program Services Clinical education/training and other partner site support 484157 East Asia and the Pacific 0 1 Program Services Clinical education/training and other partner site support 374837 0 3 0 0 0 3 1722960 0 1722960 0 0 0 0 0 0 Part I, Line 2: Children's Heartlink periodically sends funds to our partner sites for training and for charitable treatment for partners in need. We typically work with a charitable foundation attached to the hospital for these transfers. The foundation usually has a list of patients on waiting lists who have been pre-approved for charitable support based on a number of criteria pertinent to the country or region where the hospital is located. Children's Heartlink requests that our partner sites have completed due diligence and that the patients identified for free care do come from needy families and they are under 18 years old, or are adults but suffer from congenital heart malformation. Individuals from this group receive care with the funds or supplies provided by Children's Heartlink. After the patients have received care, the partner sites or the foundations provide a report to Children's Heartlink. Part I, line 3: Accrual method Part III Accounting Method: Gala 565483 490502 74981 3020 35190 57813 48574 565483 490502 74981 3020 35190 57813 48574 144597 -69616 1 Global Alliance for Rheumatic and Congenital Hearts 550 West Ellet Street Philadelphia PA 19119 824892355 501(c)(3) 150000 0 Children's Heartlink was formed to save children's lives by transforming pediatric heart care in underserved parts of the world. Global Alliance for Rheumatic and Congenital Hearts is an association of organizations who work together to improve worldwide life-long outcomes in childhood-onset heart disease through empowering patient and family organizations. Noemi de Stroutz provided a grant to Children's Heartlink to create a fund called the "Coherence Fund" to support activities that promote the life-long care and well-being of congential and rheumatic heart disease patients and Children's Hearltink has determined that the best way to achieve the purposes of the Coherence Fund is to provide grants from the Coherence Fund to Global Alliance for Rheumatic and Congenital Hearts to achieve its purposes. 1 Part I, Line 2: Grants, and related records, are outlined within the Coherence Fund grant agreement. Children's Heartlink administered the grant in line with the requirements. X X 0 0 0 0 0 0 0 0 0 Jackie Boucher President 190319 0 0 0 0 0 0 0 16904 0 207223 0 0 0 Anne Betzner VP of Programs and Evaluat 141610 0 0 0 0 0 0 0 17127 0 158737 0 0 0 Part I, Line 3 The compensation for the president is reviewed and approved by the executive committee. The organization hired an outside compensation analyst to review all positions in 2016. Guidelines for post-2016 compensation were established. The outside compensation analyst provides annual updates to organization salary ranges. Form 990, Part VI, Section A, line 1a The organization has an executive committee consisting of all officers, the immediate past chairperson of the board, all standing committee chairpersons, the medical directors and such additional members of the board of directors are appointed to the executive committee by the board, the chairperson of the board serves as chairperson of the executive committee, the executive committee has all of the powers and authority of the board of directors in the management of the business and affairs of the organization, except the power to adopt, amend, or repeal the organization's articles of incorporation and bylaws, all actions of the executive committee are reported to and reviewed by the board of directors at the first board of directors meeting following the action taken. Form 990, Part VI, Section B, line 11b The form 990 is prepared by an independent public accounting firm using information provided by the organization and their final audit report, once a draft of the return is ready, the president and treasurer review the draft. It is then made available to the entire board for review prior to filing. Form 990, Part VI, Section B, line 12c The organization's conflict of interest policy covers all members of the board of directors and officers, upon becoming a board member, and at least annually thereafter, each director is required to complete a disclosure form to disclose relationships that could create potential conflicts of interest. Form 990, Part VI, Section B, line 15a The compensation for the president is reviewed and approved by the executive committee, the organization hired an outside compensation analyst to grade and review all positions at the organization in 2016. From the analysis, new salary increase guidelines were established and shared with the board of directors and supervisors, who were trained on the new compensation structure. The documentation of the deliberation and decision can be found in the executive committee meeting minutes. Annually, the outside compensation analyst provides an update to the salary ranges. Job descriptions are re-evaluated to the outside compensation analyst if job roles significantly change or a new role is created for the organization. Form 990, Part VI, Section C, line 19 The organization produces an annual report which includes audited financial statements, the website also contains the form 990 and indicates that any other public information is available upon request. These reports are made available on charity navigator. In addition, the organization participates in a rigorous review by the charities review council of Minnesota, which requires well documented, written policies and transparency. Form 990, Part XII, Line 2c: The process has not changed from the prior year.