Mission: The American Heart Association is the nation's oldest and largest voluntary organization dedicated to fighting heart disease and stroke.

To improve the lives of all Americans, we provide public health education in a variety of ways. We're the nation's leader in CPR education training. We help people understand the importance of healthy lifestyle choices. We provide science-based treatment guidelines to healthcare professionals to help them provide quality care to their patients. We educate lawmakers, policymakers and the public as we advocate for changes to protect and improve the health of our communities. We have funded more than $3.8 billion in heart disease and stroke research, more than any organization outside the federal government.

With your help, we are working toward improving the cardiovascular health of all Americans by 20 percent, and reducing deaths from cardiovascular diseases and stroke by 20 percent, all by the year 2020.

American Heart Association is a 501(c)(3) organization, with an IRS ruling year of 1949, and donations are tax-deductible.

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Contact Information

  http://www.americanheart.org

 National Center
7272 Greenville Avenue
Dallas TX 75231  

  800-242-8721


You are viewing this organization's new Charity Navigator profile page. To view the legacy version, click here.

Star Rating System by Charity Navigator


Charity Navigator evaluates a nonprofit organization’s financial health including measures of stability, efficiency and sustainability. We also track accountability and transparency policies to ensure the good governance and integrity of the organization.




Good

This charity's score is 87.70, earning it a 3-Star rating. Donors can "Give with Confidence" to this charity. 

This score is calculated from two sub-scores:

This score represents Form 990 data from 2019. More recent filing data is available, but it has not been factored into this score, due to COVID-19's effect on this organization.

View this organization’s historical ratings.

Rating update postponed due to COVID-19's impact on this organization. View American Heart Association's response.


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Star Rated Report

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Program Expense

Program Expense Ratio

79.5%


The Program Expense Ratio is determined by Program Expenses divided by Total Expense (average of most recent three 990s).


This measure reflects the percent of its total expenses a charity spends on the programs and services it exists to deliver. Dividing a charity's average program expenses by its average total functional expenses yields this percentage. We calculate the charity's average expenses over its three most recent fiscal years.


Source: IRS Form 990

Administrative Expenses

7.8%


As reported by charities on their IRS Form 990, this measure reflects what percent of its total budget a charity spends on overhead, administrative staff and associated costs, and organizational meetings. Dividing a charity's average administrative expenses by its average total functional expenses yields this percentage. We calculate the charity's average expenses over its three most recent fiscal years.


Source: IRS Form 990

Fundraising Expenses

12.6%


This measure reflects what a charity spends to raise money. Fundraising expenses can include campaign printing, publicity, mailing, and staffing and costs incurred in soliciting donations, memberships, and grants. Dividing a charity's average fundraising expenses by its average total functional expenses yields this percentage. We calculate the charity's average expenses over its three most recent fiscal years.


Source: IRS Form 990

Liabilities to Assets Ratio

34.2%


The Liabilities to Assets Ratio is determined by Total Liabilities divided by Total Assets (most recent 990).


Part of our goal in rating the financial performance of charities is to help donors assess the financial capacity and sustainability of a charity. As do organizations in other sectors, charities must be mindful of their management of total liabilites in relation to their total assets. This ratio is an indicator of an organization’s solvency and or long term sustainability. Dividing a charity's total liabilities by its total assets yields this percentage.


Source: IRS Form 990

Fundraising Efficiency

$0.16


The amount spent to raise $1 in charitable contributions. To calculate a charity's fundraising efficiency, we divide its average fundraising expenses by the average total contributions it receives. We calculate the charity's average expenses and average contributions over its three most recent fiscal years.


Source: IRS Form 990

Working Capital Ratio

0.92 years


Determines how long a charity could sustain its level of spending using its net available assets, or working capital, as reported on its most recently filed Form 990. We include in a charity's working capital unrestricted and temporarily restricted net assets, and exclude permanently restricted net assets. Dividing these net available assets in the most recent year by a charity's average total expenses, yields the working capital ratio. We calculate the charity's average total expenses over its three most recent fiscal years.


Source: IRS Form 990

Program Expense Growth

3.45%


We compute the average annual growth of program expenses using the following formula: [(Yn/Y0)(1/n)]-1, where Y0 is a charity's program expenses in the first year of the interval analyzed, Yn is the charity's program expenses in the most recent year, and n is the interval of years passed between Y0 and Yn.


Source: IRS Form 990

Governance


Charity Navigator looks to confirm on the Form 990 that the organization has these governance practices in place.


Sources Include: IRS Form 990

Governance:
Independent Voting Board Members  ... (More)
No Material Diversion of Assets ... (More)

A diversion of assets – any unauthorized conversion or use of the organization's assets other than for the organization's authorized purposes, including but not limited to embezzlement or theft – can seriously call into question a charity's financial integrity. We check the charity's last two Forms 990 to see if the charity has reported any diversion of assets. If the charity does report a diversion, then we check to see if it complied with the Form 990 instructions by describing what happened and its corrective action. This metric will be assigned to one of the following categories:

  • Full Credit: There has been no diversion of assets within the last two years.

  • Partial Credit: There has been a diversion of assets within the last two years and the charity has used Schedule O on the Form 990 to explain: the nature of the diversion, the amount of money or property involved and the corrective action taken to address the matter. In this situation, we deduct 7 points from the charity's Accountability and Transparency score.
  • No Credit: There has been a diversion of assets within the last two years and the charity's explanation on Schedule O is either non-existent or not sufficient. In this case, we deduct 15 points from the charity's Accountability and Transparency score.
(Less)
Audited Financials Prepared by Independent Accountant ... (More)

Audited financial statements provide important information about financial accountability and accuracy. They should be prepared by an independent accountant with oversight from an audit committee. (It is not necessary that the audit committee be a separate committee. Often at smaller charities, it falls within the responsibilities of the finance committee or the executive committee.) The committee provides an important oversight layer between the management of the organization, which is responsible for the financial information reported, and the independent accountant, who reviews the financials and issues an opinion based on its findings. We check the charity's Form 990 reporting to see if it meets this criteria.

  • Full Credit: The charity's audited financials were prepared by an independent accountant with an audit oversight committee.

  • Partial Credit: The charity's audited financials were prepared by an independent accountant, but it did not have an audit oversight committee. In this case, we deduct 7 points from the charity's Accountability and Transparency score.
  • No Credit: The charity did not have its audited financials prepared by an independent accountant. In this case, we deduct 15 points from the charity's Accountability and Transparency score.
(Less)
Does Not Provide Loan(s) to or Receive Loan(s) From Related Parties ... (More)
Documents Board Meeting Minutes ... (More)
Distributes 990 to Board Before Filing ... (More)
Compensates Board ... (More)

Policies


Charity Navigator looks to confirm on the Form 990, or for some metrics on the charity's website, that the organization has these policies in place.


Sources Include: IRS Form 990 and organization's website

Policies:
Conflict of Interest  ... (More)
Whistleblower ... (More)
Records Retention and Destruction ... (More)
CEO Compensation Process ... (More)
Donor Privacy ... (More)

Donors have expressed extreme concern about the use of their personal information by charities and the desire to have this information kept confidential. The exchanging and sale of lists for telemarketing and the mass distribution of "junk mail," among other things, can be minimized if the charity assures the privacy of its donors. Privacy policies are assigned to one of the following categories:

  • Yes: This charity has a written donor privacy policy published on its website, which states unambiguously that (1) it will not share or sell a donor's personal information with anyone else, nor send donor mailings on behalf of other organizations or (2) it will only share or sell personal information once the donor has given the charity specific permission to do so.

  • Opt-out: The charity has a written privacy policy published on its website which enables donors to tell the charity to remove their names and contact information from lists the charity shares or sells. How a donor can have themselves removed from a list differs from one charity to the next, but any and all opt-out policies require donors to take specific action to protect their privacy.
  • No: This charity either does not have a written donor privacy policy in place to protect their contributors' personal information, or the existing policy does not meet our criteria.

The privacy policy must be specific to donor information. A general website policy which references "visitor" or "user" personal information will not suffice. A policy that refers to donor information collected on the website is also not sufficient as the policy must be comprehensive and applicable to both online and offline donors. The existence of a privacy policy of any type does not prohibit the charity itself from contacting the donor for informational, educational, or solicitation purposes.

(Less)

Partial

Transparency


Charity Navigator looks to confirm on the Form 990, or for some metrics on the charity's website, that the organization makes this information easily accessible.


Sources Include: IRS Form 990 and organization's website

Transparency:
CEO Salary Listed on 990 ... (More)
Board of Directors Listed on Website ... (More)
Key Staff Listed on Website ... (More)
Audited Financial Statements on Website ... (More)
Form 990 Available on Website ... (More)

Additional Information

Unscored

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Total Revenue and Expenses

Total Revenue and Expenses

This chart displays the trend of revenue and expenses over the past several years for this organization, as reported on their IRS Form 990.

Salary of Key Persons

Presented here are this organizations key compensated staff members as identified by our analysts. This compensation data includes salary, cash bonuses and expense accounts and is displayed exactly how it is reported to the IRS. The amounts do not include nontaxable benefits, deferred compensation, or other amounts not reported on W-2. In some cases, these amounts may include compensation from related organizations. Read the IRS policies for compensation reporting



Nancy A. Brown, Chief Executive Officer

$3,408,415 (0.44% of Total Expenses)


Source: IRS Form 990 (page 7), filing year 2020

Business Master File Data

Below are some key data points from the Exempt Organization IRS Business Master File (BMF) for this organization. Learn more about the BMF on the IRS website


Activities:

Other school related activities (BMF activity code: 059)

Fundraising (BMF activity code: 927)

Other health services (BMF activity code: 179)


Foundation Status:

Organization which receives a substantial part of its support from a governmental unit or the general public   170(b)(1)(A)(vi) (BMF foundation code: 15)


Affiliation:

Independent - the organization is an independent organization or an independent auxiliary (i.e., not affiliated with a National, Regional, or Geographic grouping of organizations). (BMF affiliation code: 3)

Data Sources: IRS Forms 990

The Form 990 is a document that nonprofit organizations file with the IRS annually. We leverage finance and accountability data from it to form Encompass ratings. Click here to view this organization's Forms 990 on the IRS website (if any are available).

Pandemic Response

This organization was impacted by COVID-19 in a way that effected their financial health in 2020. This normally would have reduced their star rating. Due to the unprecedented nature of the pandemic, we give charities such as this one the opportunity to share the story of COVID's impact on them, and doing this pauses our revision of their rating. Charities may submit their own pandemic responses through their nonprofit portal.


American Heart Association reported being impacted by COVID-19 in the following ways:
  • Program Delivery

  • Fundraising Capacity

  • Revenue

  • Staffing

  • Administrative Capacity

  • Grants Sent


How COVID-19 impacted the organization's operations financially:

The pandemic prompted us to carefully reduce operating costs, improve efficiencies and find innovative ways to continue funding and fulfilling our mission. These actions were key to emerging from the initial brunt of the pandemic financially stable. The American Heart Association has weathered financial crises before in our nearly 100-year history. Over the years we’ve intentionally diversified funding sources to ensure we can continue funding our mission even in difficult times. We faced significant challenges because much of our fundraising had involved large public events, travel and in-person meetings. After a substantial decline in this type of revenue, we rebounded strongly thanks to innovative new virtual fundraising events. We cut almost all business travel, restructured staff to increase efficiencies and permanently closed some offices where staff could work effectively from home. These measures resulted in great savings that enabled us to double down on health solutions.


How COVID-19 impacted the organization's delivery of programs:

The pandemic affected all aspects of our wide-ranging work, but we adapted to continue fulfilling our mission – in addition to taking on unprecedented challenges to cardiovascular health created by COVID-19. Shifting programs from in-person to virtual required great organizational agility. We sharpened our focus on areas of our work where we could make the most impact on equitable health in communities: better blood pressure control, work toward tobacco-free living, increased health care access and quality, and responding to the COVID-19 crisis. Our work within communities took on new importance. For example, we’ve invested $4.5 million into 33 community-based groups supporting people during the emergency. The pandemic also amplified the need of our work advocating for public health policies at national, state and local levels. We also developed new guidance for CPR during the pandemic, and taught hospitals and communities how to safely and effectively execute that guidance.


How this organization adapted to changing conditions caused by COVID-19:

All of our operations changed. We quickly found new ways to reach patients, work in communities, advance scientific research, collaborate with hospitals, hold scientific meetings and raise funds. We restructured our operations to ensure efficiencies, cost-savings and adaptability. We adjusted our organizational goal to better reflect the current urgent health needs. Our new goal places an even stronger emphasis on equitable health for all. We accompanied our goal with 10 bold, specific actions to address barriers to health caused by social factors and structural racism. As the leading non-government national funder of cardiovascular and stroke-related research, we established a $2.5 million rapid research fund to fast-track research to better understand COVID-19 and its interaction with heart and brain conditions. And, we developed new patient registries to help researchers figure out exactly how COVID-19 affects heart disease patients, stroke survivors and young athletes’ hearts.


Innovations the organization intends to continue permanently after the pandemic:

The ability to work nimbly and innovatively will stay – and grow – as we anticipate more change throughout and after the pandemic. We know we must always be ready to respond to a crisis to make every dollar count toward our mission. Our emphasis on digital content and equitable health solutions will continue. (Our internal mantra is Digital First, Equitable Always.) Companies, schools and consumers all want more of their important health information delivered this way. Digital fundraising will expand as well. Many of the workplace efficiencies and cost-saving measures will remain. For example, many staff members will work from home, and offices will typically not require all staff to work on site Monday through Friday. Large meetings and events will continue to be available both live and virtually – depending on infection rates; the pandemic taught us that we can reach more people this way.


Historical Ratings

Date PublishedForm 990 FYEOverall ScoreOverall Rating
Rating Version: 2.1
11/1/20202019 87.70
6/1/20192018 90.57
7/1/20182017 91.47
9/1/20172016 91.33
6/1/20162015 91.18
Rating Version: 2.0
9/1/20152014 88.09
7/1/20142013 88.78
5/1/20132012 91.32
12/11/20122011 87.01
9/1/20122011 75.64

This organization received multiple star ratings within this fiscal year, due to an update to it's Accountability and Transparency data and/or the receipt of an amended Form 990.

3/1/20122011 86.25
9/20/20112010 86.15
Rating Version: 1.0
7/1/20112010 76.72
11/24/20102009 76.31
8/1/20092008 80.34
7/1/20082007 85.44
4/1/20072006 79.34
4/1/20052004 79.20
3/1/20042003 73.65
4/15/20032002 76.58
10/15/20022001 78.62

...   Impact & Results


This score estimates the actual impact a nonprofit has on the lives of those it serves, and determines whether it is making good use of donor resources to achieve that impact.


Impact & Results Score

Not Currently Scored

American Heart Association cannot currently be evaluated by our Encompass Rating Impact & Results methodology because either (A) it is eligible, but we have not yet received data; (B) we have not yet developed an algorithm to estimate its programmatic impact; (C) its programs are not direct services; or (D) it is not heavily reliant on contributions from individual donors.

Note: The absence of a score does not indicate a positive or negative assessment, it only indicates that we have not yet evaluated the organization.

Learn more about Impact & Results.

Do you work at American Heart Association? Join the waitlist for an updated Impact & Results score.


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Additional Information

Unscored

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Largest Programs

Largest Programs



American Heart Association reported its three largest programs on its FY 2020 Form 990 as:


$140,080,154

Spent in most recent FY

24%

Percent of program expenses


SCIENCE AND TECHNOLOGY THE AMERICAN HEART ASSOCIATION FUNDS SCIENTIFIC STUDIES SEEKING NEW DISCOVERIES RELATED TO CAUSES, PREVENTION AND TREATMENT OF CARDIOVASCULAR AND CEREBROVASCULAR DISEASES. SINCE ... (More)


$262,277,546

Spent in most recent FY

45%

Percent of program expenses


PUBLIC/CONSUMER EDUCATION INFORMING ALL AMERICANS ABOUT WAYS TO REDUCE THEIR RISK OF HEART DISEASE AND STROKE IS ONE OF THE MOST IMPORTANT OBJECTIVES OF THE AMERICAN HEART ASSOCIATION. IN 2019-20, THE ... (More)


$108,062,552

Spent in most recent FY

18%

Percent of program expenses


PROFESSIONAL EDUCATION RESEARCH, ADVANCES IN MEDICINE, AND GUIDELINES FOR BEST PRACTICE ARE MOST USEFUL WHEN MADE AVAILABLE TO SCIENTISTS AND HEALTHCARE PROFESSIONALS. THE AHA HOSTED MORE THAN A DOZEN ... (More)


...   Leadership & Adaptability


This score provides an assessment of the organization's leadership capacity, strategic thinking and planning, and ability to innovate or respond to changes in constituent demand/need or other relevant social and economic conditions to achieve the organization's mission.


Leadership & Adaptability Score

100

out of 100

The score earned by American Heart Association is a passing score.

Encompass Rating V4 provides an evaluation of the organization's Leadership & Adaptability through the nonprofit organization submitting a survey response directly to Charity Navigator.


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Leadership & Adaptability Report

100

of 100 points

Mission

The nonprofit organization presents evidence of strategic thinking through articulating the organization’s mission


The American Heart Association’s mission is to be a relentless force for a world of longer, healthier lives. We’re devoted to removing barriers to health and achieving equitable health and well-being for all people. We’re the nation's oldest and largest voluntary organization dedicated to fighting heart disease and stroke. Founded in 1924, our organization is powered by over 40 million volunteers and supporters. We fund innovative research, fight for stronger public health policies, and provide critical tools and information to save and improve lives. We provide science-based treatment guidelines to help health care professionals ensure quality care. We’ve invested more than $4.5 billion in research, making us the largest private not-for-profit funder of cardiovascular and cerebrovascular research.


Source: Nonprofit submitted responses

Vision

The nonprofit organization presents evidence of strategic thinking through articulating the organization’s vision.


Our work toward our mission focuses sharply on equitable health for all people. We pursue our mission through an organization-wide Impact Goal, which we update routinely to ensure our work is delivered in the most relevant, impactful way. Our current Impact Goal is: Every person deserves the opportunity for a full, healthy life. As champions for health equity, by 2024, the American Heart Association will advance cardiovascular health for all, including identifying and removing barriers to health care access and quality.


Source: Nonprofit submitted responses

Strategic Goals

The nonprofit organization presents evidence of strategic thinking and goal setting through sharing their most important strategic goals.


Goal One: Funding research into heart disease and stroke, including a $100 million investment in new research programs and grants focused on science-based solutions to health inequities and structural racism.

Goal Type: Grow, expand, scale or increase access to the existing programs and services.


Goal Two: Improving equitable health of communities nationwide by working to change policies and systems and funding organizations that can drive change from within their own communities.

Goal Type: Grow, expand, scale or increase access to the existing programs and services.


Goal Three: Improving access to and the quality of health care across the nation, including increased focus on blood pressure control, under-resourced populations and those in rural communities.

Goal Type: Grow, expand, scale or increase access to the existing programs and services.


Source: Nonprofit submitted responses

Leadership Development

The nonprofit provides evidence of investment in leadership development


Describe an investment in leadership

The American Heart Association has made several investments to grow our current and future leaders. Our current leaders participated in McKinsey & Company’s Black, Latinx and Asian Leadership Academies. And to support employees’ continual growth and to increase the number of well-rounded leaders in our talent pipeline, we provide all employees – at no cost – opportunities to engage in leadership development and mentorship programs. We offer over 100,000 resources to staff from recognized learning institutions including Harvard, MIT, CCL, Gap International and Allstate Foundation Nonprofit Leadership Center. We provide targeted leadership development for new and tenured hiring managers and fundraisers. We offer all employees development in the areas of allyship, anti-racism, cultural competency, unconscious bias and equity. Developing diverse employees is a key to our successful succession planning and retention.

Source: Nonprofit submitted responses

Mobilizing for Mission

The nonprofit provides evidence of leadership through focusing externally and mobilizing resources for the mission.


This organization mobilizes for mission in the following ways:
  • Strategic Partnerships

  • Networks of Collective Impact Efforts

  • Thought Leadership

  • Raising Awareness

  • Community Building

  • Policy Advocacy

What are this organization’s external mobilizaton efforts?

As a catalyst to achieving maximum impact in equitable health and well-being, we mobilize nationwide and internationally. We work with consumers, patients, volunteers, donors, hospitals, health care teams, scientists, churches, schools, employers and policymakers. Here are a few examples: As a science-based organization, we work with researchers, institutions and government entities to fund lifesaving research. We help 2,500 hospitals adhere to treatment guidelines. We work with health centers to bring blood pressure under control in communities where the problem is acute. We fund organizations and individuals who are working to improve health equity in their communities. We work with lawmakers at the local, state and federal levels to advance healthy public policy. We work with schools, media and other health-focused organizations to spread awareness. We train health professionals and individuals in CPR. And we work with corporate leaders to help build healthier workplaces.

Source: Nonprofit submitted responses

Story of Adaptability

The nonprofit has an opportunity to tell the story of how the organization adapted to tremendous external changes in the last year.


We adapted to the continually changing world in the COVID-19 pandemic, finding new ways to reach patients, work in communities, advance scientific research, collaborate with hospitals, hold scientific meetings, raise funds and more. We restructured our operation to ensure even more efficiencies, cost-savings and adaptability. We adjusted our organization-wide goal to reflect urgent health needs, placing a stronger emphasis on equitable health for all. Health equity, long a major aspect of our work, became much more urgent. The pandemic’s disproportionate impact on the health and finances of Black, Hispanic, Indigenous and Asian people further exacerbated existing health disparities. We accompanied our goal with 10 bold actions to address barriers to health caused by social factors and structural racism. These actions include work in scientific research, community programs and a nationwide initiative to improve blood pressure control and heart health among people of color. Because heart disease patients and people with related conditions are susceptible to worse outcomes from the coronavirus, our organization’s trusted, science-based health information is even more important. And so we shifted to a digital-first approach to better engage people with this valuable information. As a leading science authority, we made critical adjustments with far-reaching impact. For example, we developed new patient registries to help researchers figure out exactly how COVID-19 affects heart disease patients, stroke survivors and young athletes’ hearts. The pandemic amplified the need of our work advocating for public health policies at national, state and local levels. We’ve focused on helping families, communities and officials navigate the pandemic and promote good health. Our varied work within communities took on new importance. For example, we’ve invested $4.5 million into 33 community-based groups supporting people who were struggling during the pandemic.

Source: Nonprofit submitted responses

...   Culture & Community


This score provides an assessment of the organization's engagement with the constituents it serves, a practice we term Constituent Feedback. When organizations listen to constituents, they are able to better deliver on programs and meet the needs of stakeholders. A future version of this Beacon will also assess an organization's people operations and its Diversity, Equity and Inclusion (DEI) metrics.


Culture & Community Score

Not Currently Scored

American Heart Association is currently not eligible for a Culture & Community score because we have not received its Constituent Feedback data. Nonprofit organizations are encouraged to fill out the How We Listen section of their Candid profile. This data will provide the basis for the initial evaluation of Culture & Community.

Note: The absence of a score does not indicate a positive or negative assessment, it only indicates that we have not yet evaluated the organization.


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Culture & Community Report

Unscored

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Constituent Feedback

Constituent Feedback


Constituent Feedback and Listening Practice data are not available for this organization. Nonprofit organizations are encouraged to fill out the How We Listen section of their Candid profile. This data will provide the basis for the initial evaluation of Culture & Community.


Charity Navigator believes nonprofit organizations that engage in inclusive practices, such as collecting feedback from the people and communities they serve, may be more effective. We award every nonprofit that completes the Candid survey full credit for this Beacon, in recognition of their willingness to publicly share this information with the nonprofit and philanthropic communities. Although the data is not evaluated for quality at this time, future iterations of this Beacon will include third party or other data that will serve to validate the information provided by the nonprofit.

Analysis and Research


Like the overall Encompass Rating System, the Culture & Community Beacon is designed to evolve as metrics are developed and ready for integration. Our partnership with Feedback Labs and Guidestar by Candid, and other partners including Fund for Shared Insight, GlobalGiving, and Keystone Accountability, enables us to launch the first version of this beacon with Constituent Feedback information collected on Candid's site.


Feedback practices have been shown to support better Diversity, Equity, and Inclusion outcomes, an essential area of assessment that we intend to further expand and develop in the future. Feedback Labs has documented several studies which indicate that beyond achieving organizational goals, nonprofits that are attentive and responsive to concerns and ideas raised by beneficiaries establish stronger relationships with the people they serve, promote greater equity, and empower constituents in ways that can help to ensure better long-term outcomes. You can find resources to help nonprofits improve their feedback practices here.

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