2023-01-12T00:00:00-06:00 2022-06-30 411397419 Abdo LLP 5201 Eden Ave Ste 250 Edina MN 55436 990 2021-07-01 411307457 Children's Heartlink CHIL 9529284957 5075 Arcadia Avenue Edina MN 554362306 Jackie Boucher President 9529284957 2023-01-09 1 Jackie Boucher XXX-XX-XXXX Steven D Anseth CPA P00552219 9528359090 2023-01-09 0 AAL1 IAL1 2021 2023-03-07 01:45:13Z Jackie Boucher 5075 Arcadia Avenue Edina MN 554362306 2828050 0 X www.childrensheartlink.org X 1977 MN The organization's mission is to save lives of children with heart disease. 25 25 18 190 0 0 1988818 2731042 0 0 3202 1098 -25060 -55782 1966960 2676358 180170 0 0 0 1221940 1431845 0 0 511055 531811 721173 1933921 2153018 33039 523340 2143230 2506246 330490 170166 1812740 2336080 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 998240 International Program Accomplishments - Leadership and Growth. In FY2022, the Programs Team increased in size from four to seven staff members, adding expertise in evaluation and measurement, instructional design and grants management. We identified one new partner site to add in Brazil (Recife) and named one new Center of Excellence (HCM) in Brazil. Two new volunteer teams were cultivated (Texas Children's Hospital and Leeds) and CHL currently has available more potential volunteer teams than new sites. We also explored and assessed new opportunities in four new countries and developed a new country partnership to be announced in FY23. - Innovation. The Programs Team selected, developed and is piloting CHL HeartLink Hub, CHL's digital library. We refined the blended model approach for new site assessment, identified evaluation metrics, and began 4 pilots of the technology. A remote approach for new site assessment was developed and used in hybrid format. - Accountability, Evaluation & Learning. The Programs Team achieved 100% grant spenddown to support new grant requests. We developed standardized intermediate and 6-week post-training evaluation surveys and a monitoring system to ensure execution. Evaluation report templates were developed to support continued learning. - Partner engagement. Leveraged Centers of Excellence as partners and regional trainers and experimented with multiple demonstration-based learning methods. - Training efforts resulted in 505 medical volunteers engaged and 5,090 medical professionals trained 193180 Outreach and Education AccomplishmentsWe continued to expand our efforts to engage existing and new partners and supporters. We issued bi-monthly newsletters to partners and volunteers. We continued updating our web page and listserv on Covid-19 and pediatric cardiac care and continued membership in global health working groups/organizations. We also partnered with multiple agencies to help leverage our Google ad program, 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. 187601 Advocacy AccomplishmentsOur global advocacy efforts continued this year with 13 presentations at international meetings, 6 new publications and participation in 5 global consultations on health topics representing the needs of children with heart disease. We continued our partnership with patient and family organizations from low and middle class countries and developed a new advocacy toolkit to be published in FY23. 1379021 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 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 17 0 1 18 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 25 25 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 Jeff Evanson Chair 5.00 X X 0 0 0 Tom Armitage Vice Chair 2.00 X X 0 0 0 Dannette Smith Secretary 2.00 X X 0 0 0 Taryn Lynch Treasurer 2.00 X X 0 0 0 Heather Hudnut Page Past Chair 2.00 X X 0 0 0 John Babbitt Director 0.40 X 0 0 0 Anu Codaty 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 Geoff Martha 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 Andy Nelson Director 0.40 X 0 0 0 David Overman MD Director 0.40 X 0 0 0 Abdi 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 Ken Stein MD Director 0.40 X 0 0 0 Patrick Stoneking Director 0.40 X 0 0 0 Elizabeth Sweeney Director 0.40 X 0 0 0 Jim Rice Director 0.40 X 0 0 0 Kristy Duffey MS APRN-BC FAAN Director 0.40 X 0 0 0 Jackie Boucher President 40.00 X 174830 0 15178 Anne Betzner VP of Programs and Evaluation 40.00 X 131912 0 16118 Marc Vaillancourt VP of Development and Communications 40.00 X 122626 0 1272 Bistra Zheleva VP of Advocacy and Strategy 40.00 X 124865 0 14844 554233 0 47412 4 0 1 0 0 595426 214953 1920663 2731042 1098 1098 95910 595426 151692 -55782 -55782 2676358 0 0 -54684 632078 379811 96308 155959 644611 378774 100688 165149 57221 43762 6014 7445 97935 57547 15297 25091 2748 1889 859 99739 58607 15579 25553 187951 131593 7642 48716 2172 2030 54 88 42823 18451 3944 20428 1763 1763 41434 24347 6472 10615 33112 28904 253 3955 8980 6156 369 2455 23414 14403 3413 5598 10758 6322 1680 2756 Training and Education 205471 200919 1724 2828 Dues/Subscriptions 31083 14955 1269 14859 Other expenses 19209 6801 849 11559 Bank Fees 10516 1987 528 8001 2153018 1379021 262942 511055 104797 62538 1272856 2086808 409669 175437 159362 22500 42495 22076 509818 372931 154051 136887 0 0 2143230 2506246 69465 92666 47500 77500 213525 0 0 0 330490 170166 X 1133001 1934304 679739 401776 1812740 2336080 2143230 2506246 523340 0 X 0 1 X 1 0 X 2139606 2915606 2222597 1988818 2731042 11997669 2139606 2915606 2222597 1988818 2731042 11997669 3687177 8310492 4659 4063 1471 3968 1098 15259 12012928 0.69180 0.75490 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 424669 303783 120886 85149 69148 16001 136887 3131079 454721 454721 2676358 0 2676358 2607739 454721 454721 2153018 0 2153018 South Asia 0 4 Program Services Clinical education/training and other partner site support in addition to infection control 499694 South America 0 0 Program Services Clinical education/training and other partner site support 315770 East Asia and the Pacific 0 0 Program Services Clinical education/training and other partner site support 399301 0 4 0 0 0 4 1214765 0 1214765 0 0 0 0 0 0 Part I, Line 2: Children's Heartlink periodically sends funds or donated devices 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 691336 595426 95910 25000 2743 67364 56585 691336 595426 95910 25000 2743 67364 56585 151692 -55782 X X 0 0 0 0 0 0 0 0 0 Jackie Boucher President 174830 0 0 0 0 0 0 0 15178 0 190008 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 2018. Guidelines for post-2018 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. The organization shall not enter into any contract or transaction with A) one or more members of the board of directors, B) a director of a related organization, or C) an organization in or of which a member of the board of directors is a director, officer or legal representative, or in some other way has a material financial interest, unless: 1. that interest is disclosed or known to the board of directors, 2. the board of directors approves, authorizes or ratifies the action in good faith, 3. the approval is by a majority of the members of the board of directors present (not counting the interested member), 4. the approval is granted at a meeting where a quorum is present (not counting the interested member). The interested member may be present at the meeting for discussion to answer questions, but may not advocate for the action to be taken and must leave the room while a vote is taken, the minutes of all actions taken on such matters shall clearly reflect that these requirements have been met. 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 2018. 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.