2023-11-15T11:01:12-06:00 2022-12-31 760269860 Blazek & Vetterling 2900 Weslayan Suite 200 Houston TX 77027 990 2022-01-01 746053200 Texas Heart Institute TEXA 8323554011 PO Box 20345 Houston TX 77225 Howard Schramm CAO/CFO 8323554011 2023-11-15 1 Howard Schramm 999009999 1 Barbara Murphy P01386215 7134395739 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z Howard Schramm PO Box 20345 Houston TX 77225 70190327 0 X www.texasheart.org X 1962 TX To reduce the devastating toll of cardiovascular disease through innovative programs. 14 14 226 14 0 0 50727932 20165177 2677831 3842406 5190072 3984351 314000 305503 58909835 28297437 5016655 11248786 0 0 17447301 18513376 0 0 581617 14452892 14612402 36916848 44374564 21992987 -16077127 283896438 239276429 6302166 7731484 277594272 231544945 X The mission of Texas Heart Institute (THI) is to reduce the devastating toll of cardiovascular disease through innovative and progressive programs in research, education, and improved patient care. 0 0 31888694 11248786 3613636 See Schedule O 490386 228770 See Schedule O 32379080 1 1 0 0 0 0 0 0 0 1 1 0 0 1 1 0 0 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 1 102 0 1 226 1 0 0 0 0 0 0 0 0 0 0 0 0 X 14 14 0 0 0 0 0 1 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X Howard Schramm 8323558173 PO Box 20345 Houston TX 77225 Eric D Wade Chair 2.00 2.00 X X 0 0 0 Alfred C Glassell III Vice Chair 2.00 2.00 X X 0 0 0 Robert T Blakely Trustee 2.00 0.00 X 0 0 0 David M Grimes II Trustee 2.00 2.00 X 0 0 0 T Douglas Lawson PhD Trustee 2.00 0.00 X 0 0 0 Bradley T Lembcke MD Trustee 2.00 0.00 X 0 0 0 Thomas McGinn MD Trustee 2.00 0.00 X 0 0 0 S Reed Morian Trustee 2.00 0.00 X 0 0 0 David A Ott MD Trustee 2.00 0.00 X 0 0 0 Mark Parrington Trustee 2.00 0.00 X 0 0 0 Randa Safady PhD Trustee 2.00 0.00 X 0 0 0 Marc Shapiro Trustee 2.00 0.00 X 0 0 0 Alan M Speir MD Trustee 2.00 0.00 X 0 0 0 Elizabeth Youngblood RN Trustee 2.00 0.00 X 0 0 0 Joseph G Rogers MD President & CEO 25.00 15.00 X 759584 164800 8819 Howard Schramm Treasurer & CAO/CFO 40.00 2.00 X 397500 0 9533 Emerson Perin Medical Director 25.00 15.00 X 560000 301916 18992 Ronald Biediger Director MCRL Chemistry 40.00 0.00 X 242196 0 20348 Peter Vanderslice Director MCRL Biology 40.00 0.00 X 242196 0 22073 Darren Woodside VP Research 40.00 0.00 X 234279 0 7750 Gil Costas Lab Animal Program Director 40.00 0.00 X 211349 0 21902 Keri Sprung VP Education 40.00 0.00 X 204422 0 11118 Jennifer Chambers Administrative Director 40.00 0.00 X 193245 0 16011 Darin Maxwell Controller 40.00 0.00 X 187210 0 21629 Robert Market MCRL Assistant Director 40.00 0.00 X 176835 0 17741 3408816 466716 175916 39 0 1 0 ECG Topco Holdings LLC PO Box 74008176 Chicago IL 60674 Consulting 181099 Blazek & Vetterling 2900 Weslayan St Ste 200 Houston TX 77030 Accounting and tax 170605 Medhi Razavi 4138 Bellefontaine St Houston TX 77025 Medical research 168000 Porter Hedges LLP PO Box 4346 Dept 510 Houston TX 77210 Legal 144692 Fayez Sarofim & Co PO Box 973701 Dallas TX 75397 Investment management 115366 6 4726441 15438736 12990 20165177 Medical research fees 541700 3613636 3613636 Event and exhibit fees 541900 189171 189171 Management/Program fees 541900 35725 35725 Publication revenue 513190 3874 3874 3842406 2879498 2879498 305503 0 305503 305503 305503 42997743 41892890 1104853 1104853 1104853 28297437 3842406 0 4289854 11248786 11248786 2520569 1616918 856427 47224 13000733 8370785 4397682 232266 464899 211763 249069 4067 1483574 1115024 353210 15340 1043601 700181 322114 21306 428945 331934 97011 170605 170605 541600 541600 2965907 1674577 1148879 142451 604290 29139 573884 1267 254020 180433 71494 2093 266872 58056 207716 1100 3737570 2701993 975203 60374 142830 97736 45054 40 30802 21584 9218 4396 4396 1967350 1668182 282993 16175 481930 478017 3913 Materials and supplies 2188488 2075954 112398 136 Dues and licenses 726621 230018 462878 33725 Publication production 88985 32390 56595 Health tests 11191 9231 1820 140 44374564 32379080 11413867 581617 1408727 1257820 558834 107598 2224184 912351 1172610 976470 470455 503997 66752700 46393405 21106485 20359295 158986089 136009545 97969054 79149353 283896438 239276429 1639102 2294651 2710815 2494049 1952249 2942784 6302166 7731484 X 130771183 112547106 146823089 118997839 277594272 231544945 283896438 239276429 X -16077127 -29544758 -427442 X 0 1 X 1 1 1 X CHI St Luke's Baylor Med Ctr Houston TX 16432564 17689917 19454716 50727932 20165177 124470306 16432564 17689917 19454716 50727932 20165177 124470306 28070478 96399828 1095729 2017459 1691274 2775080 2879498 10459040 134929346 24129807 0.71440 0.72350 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 44927461 37800 -7557173 676790 600000 36131298 36896218 101 8602802 571660 44927461 30709367 26761 6736913 576823 36896218 24000585 55 7401337 692610 30709367 25773307 272761 -735364 1310119 24000585 0.53932 0.46068 0 0 46155436 28399143 17756293 425096 425096 0 17083400 14793776 2289624 3088768 2775390 313378 20359295 Beneficial interest-funds held by affiliates 76498547 Due from affiliates 2161493 Long-term pension assets 418696 Lease right-of-use assets 70617 79149353 Payable to CHI ST Luke's Hospital 2870675 Lease liabilities 72109 2942784 Part V, Line 4: The organization's endowment consists of funds established to provide long-term support for THI's various education and research programs, including stem cell research, the annual cardiology symposium, artificial heart research and development, cardiovascular surgical research with a focus on children, cardiology research, the Huffington endowment, and visual communication services. 1 Texas Heart Medical Group 6770 Bertner Ave Houston TX 77030 843475904 501(c)(3) 11248786 0 General support 1 0 Part I, Line 2: THI only made grants to a related 501(c)(3) organization, Texas Heart Medical Group (THMG). THMG is operated closely in connection with THI. X X 0 0 0 0 0 0 0 0 0 Joseph G Rogers MD President & CEO 659584 164800 100000 0 0 0 6884 0 1935 0 768403 164800 0 0 Emerson Perin Medical Director 485000 301916 75000 0 0 0 9150 0 7142 2700 576292 304616 0 0 Howard Schramm Treasurer & CAO/CFO 397500 0 0 0 0 0 9150 0 383 0 407033 0 0 0 Peter Vanderslice Director MCRL Biology 242196 0 0 0 0 0 7187 0 14886 0 264269 0 0 0 Ronald Biediger Director MCRL Chemistry 242196 0 0 0 0 0 7262 0 13086 0 262544 0 0 0 Darren Woodside VP Research 234279 0 0 0 0 0 6890 0 860 0 242029 0 0 0 Gil Costas Lab Animal Program Director 211349 0 0 0 0 0 6340 0 15562 0 233251 0 0 0 Keri Sprung VP Education 204422 0 0 0 0 0 6133 0 4985 0 215540 0 0 0 Jennifer Chambers Administrative Director 193245 0 0 0 0 0 5797 0 10214 0 209256 0 0 0 Darin Maxwell Controller 187210 0 0 0 0 0 5601 0 16028 0 208839 0 0 0 Robert Market MCRL Assistant Director 176835 0 0 0 0 0 5305 0 12436 0 194576 0 0 0 Form 990, Part III, Line 4a Medical Research - The goals that Dr. Denton A. Cooley and his colleagues first laid out for the Texas Heart Institute in 1962 still hold true for the THI research community. Research groups led by scientists and physician-scientists collaborate to discover new ways to prevent, diagnose, and treat cardiovascular diseases. The critical need for this research is clear. Cardiovascular disease, or diseases of the heart and blood vessels, including stroke, is the leading cause of death globally. In the United States alone, approximately 2,300 people die of heart and vascular disease each day, or about one person every 38 seconds. THI's goal is to improve the lives of people with cardiovascular disease by translating our innovative approaches into safe and effective clinical treatments, diagnostic methods, and medical devices. This requires moving our discoveries from the lab bench through preclinical studies to clinical trials for eventual use with patients. THI investigators are also studying the risk factors that may cause people to develop heart and vascular disease and seeking ways to prevent people from developing these illnesses. Form 990, Part III, Line 4b Education - A strong educational focus remains a central part of the Texas Heart Institute's mission. This includes the education of clinical fellows and postdoctoral fellows/early career scientists; continuing education of practicing physicians, clinical researchers, scientists, and other healthcare professionals; and outreach programs designed to bring heart health awareness and education to the community. The ACCME-accredited THI Office of Continuing Medical Education (CME) hosts a range of conferences, symposia, and other events to meet the educational needs of the professionals listed above, and several seminar series promote dissemination of the latest clinical approaches and scientific findings. Additionally, the peer-reviewed Texas Heart Institute Journal is published online as an open-access resource for members of the cardiovascular medicine community. Form 990, Part VI, Section A, line 7a Seven of the board's fourteen members are appointed by Catholic Health Initiatives (CHI). Form 990, Part VI, Section B, line 11b The Treasurer/CFO, CAO, and Controller of the Texas Heart Institute review the Form 990 prior to filing with the IRS. A copy of the Form is provided to the Board prior to filing. Form 990, Part VI, Section B, line 12c The conflict of interest policy is delivered to each employee for a self audit annually. Form 990, Part VI, Section B, line 15 The compensation of top management officials and key employees is recommended by the Compensation Committee and approved by the Board. Form 990, Part VI, Section C, line 19 Available upon request. Form 990, Part XI, line 9: Pension liability adjustment -427,442. Texas Heart Medical Group 6770 Bertner Ave Houston TX 77030 843475904 Cardiovascular medical care TX 501(c)(3) Line 10 Texas Heart Institute 1 Cardiopulmonary Perfusion Associates Inc PO Box 20345 Houston TX 77225 760313066 Cardiopulmonary perfusion school TX 501(c)(3) Line 12a, I Texas Heart Institute 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 1 1 0 0 Texas Heart Medical Group B 11248786 Cash