2018-11-09T13:08:21-06:00 2017-12-31 760488832 MCCONNELL & JONES LLP 4828 LOOP CENTRAL DR STE 1000 HOUSTON TX 770812222 990 2017-01-01 746053200 TEXAS HEART INSTITUTE TEXA 8323554011 PO BOX 20345 HOUSTON TX 77225 FRED ZEIDMAN TREASURER 8323556515 2018-11-07 true THOMAS JONES JR P00181555 7139681600 2018-11-07 12.97.50.100 2018-11-09 13:08:21 CS P 532F1AC7FDD7F9420B6B2C043886DB15B145ADE0 532F1AC7FDD7F9420B6B2C043886DB15B145ADE0 2017 2019-02-21 02:37:17Z FRED ZEIDMAN PO BOX 20345 HOUSTON TX 77225 68439384 false X WWW.TEXASHEART.ORG X 1962 TX TO REDUCE THE DEVASTATING TOLL OF CARDIOVASCULAR DISEASE THROUGH INNOVATIVE PROGRAMS IN RESEARCH, EDUCATION, AND IMPROVED PATIENT CARE. BASIC CLINICAL RESEARCH IS PERFORMED IN ALL SPECIALTIES OF CARDIOVASCULAR DISEASE, INCLUDING CARDIOLOGY, CARDIOVASCULAR SURGERY, ANESTHESIOLOGY, PATHOLOGY, AND CARDIOTHORACIC TRANSPLANTATION. EDUCATION INVOLVES THE TRAINING OF MEDICAL RESIDENTS AND FELLOWS IN CARDIOVASCULAR SPECIALTIES AS WELL AS CONTINUING EDUCATION FOR MEDICAL DOCTORS AND EDUCATIONAL INFORMATION FOR THE PUBLIC. 10 10 234 59 0 34681741 25604252 969519 1153420 2178610 1826126 0 37829870 28583798 0 0 16268486 18421649 0 1234716 19320977 15899627 35589463 34321276 2240407 -5737478 109058420 109443681 8692194 4475266 100366226 104968415 X TO REDUCE THE DEVASTATING TOLL OF CARDIOVASCULAR DISEASE THROUGH INNOVATIVE PROGRAMS IN RESEARCH, EDUCATION, AND IMPROVED PATIENT CARE. BASIC CLINICAL RESEARCH IS PERFORMED IN ALL SPECIALTIES OF CARDIOVASCULAR DISEASE, INCLUDING CARDIOLOGY, CARDIOVASCULAR SURGERY, ANESTHESIOLOGY, PATHOLOGY, AND CARDIOTHORACIC TRANSPLANTATION. EDUCATION INVOLVES THE TRAINING OF MEDICAL RESIDENTS AND FELLOWS IN CARDIOVASCULAR SPECIALTIES AS WELL AS CONTINUING EDUCATION FOR MEDICAL DOCTORS AND EDUCATIONAL INFORMATION FOR THE PUBLIC. false false 19356150 13222789 MEDICAL RESEARCH - VISIONARY SCIENTIST AND PHYSICIANS WORKING TOGETHER TO BRING TRANSLATIONAL RESEARCH TO THE PATIENT'S BEDSIDE WITH INNOVATIVE TREATMENTS LEAD US TO THE HEART OF DISCOVERY WITH UNWAVERING PASSION, DEDICATION AND COLLABORATION. THE TEXAS HEART INSTITUTE REMAINS THE VANGUARD IN THE FIGHT AGAINST HEART DISEASE AND WHAT A WAR IT IS. CARDIOVASCULAR DISEASE CLAIMS NEARLY 900,000 LIVES-MORE LIVES THAN THE NEXT FIVE LEADING CAUSES OF DEATH COMBINED EACH YEAR IN THE U.S. ALONE. ONE IN THREE AMERICANS SUFFERS FROM CARDIOVASCULAR DISEASE AND ASSOCIATED COSTS ARE ESTIMATED AT 450 BILLION IN 2011. DISCOVERY OF NEW KNOWLEDGE MAKES ADVANCES POSSIBLE AS WE WORK TO CONQUER CARDIOVASCULAR DISEASE. 2752591 1153420 EDUCATION - THE TEXAS HEART INSTITUTE'S COMMITMENT TO EDUCATION IS ONE OF THE DIMENSIONS THAT SETS IT APART FROM OTHER MAJOR CENTERS, POSTDOCTORAL AND ALLIED TRAINING PROGRAMS, SEMINARS, SYMPOSIA, CONFERENCES, PUBLICATION OF SCIENTIFIC AND CLINICAL FINDINGS, TRAINING MATERIALS, AND PUBLIC EDUCATION ARE ALL PART OF THE INSTITUTE'S EDUCATIONAL THRUST. 22108741 true true false false false false false true false true true false false true true false false true false false false false false false false false false false false true false false false false false true false false true false false false false true false false false true 136 0 true 234 true false false false false false false X 10 10 false false false false false false false true true false false false true true true true true true true false X FRED ZEIDMAN 8323558173 TEXAS MEDICAL CENTER MC 3-117 PO HOUSTON TX 77225 DAVID M CARMICHAEL TRUSTEE 2.00 X 0 0 0 MICHAEL COVERT TRUSTEE 2.00 X 0 0 0 ALFRED C GLASSELL III TRUSTEE 2.00 X 0 0 0 JEROME E GRANATO MD TRUSTEE 2.00 X 0 0 0 DAVID M GRIMES TRUSTEE 2.00 X 0 0 0 BARBARA R HURWITZ TRUSTEE 2.00 X 0 0 0 RODNEY H MARGOLIS TRUSTEE 2.00 X 0 0 0 ERIC D WADE CHAIRMAN 2.00 X X 0 0 0 S REED MORIAN TRUSTEE 2.00 X 0 0 0 FRED ZEIDMAN TREASURER 40.00 X X 0 0 0 DORIS TAYLOR DIR RMR 40.00 X 512430 0 13511 RICHARD DIXON DIR RESEARCH 40.00 X 475038 0 39810 EMERSON C PERIN DIR CLINICAL 40.00 X 410000 0 32438 JAMES WILLERSON PRESIDENT 40.00 X 375000 0 0 MACARTHUR ELAYDA VICE PRESIDE 40.00 X 237172 0 26987 MICHAEL MC GEE VICE PRESIDE 40.00 X 225202 0 33863 PETER VANDERSLICE ASSOCIATE DI 40.00 X 203054 0 31886 LUIZ C SAMPAIO ASST MEDICAL 40.00 X 193624 0 8138 RONALD J BIEDIGER ASSOCIATE DI 40.00 X 191625 0 34240 DARREN WOODSIDE ASSOCIATE DI 40.00 X 159028 0 28586 THOMAS RIVERS CONTROLLER 40.00 X 156194 0 3494 3138367 252953 35 false true false FRED S ZEIDMAN 3719 OLUMPIA HOUSTON TX 77030 CFO 250000 MEHDI RAZAVI 4138 BELLEFONTAINE HOUSTON TX 77025 DIRECTOR 126000 JAMES T WILLERSON 3350 MCCUE ROAD APT 2003 HOUSTON TX 77056 PHYSICIAN CONSU 125000 CHI-HUANG CHEN 9611 CEDARHURST DR HOUSTON TX 77096 DIRECTOR 120000 4 12381462 13222790 1771895 25604252 MISC NON-OPER INCOME 697706 697706 REGISTRATION FEES 362771 362771 PROF SERV INCOME 82575 82575 PUBLICATIONS REVENUE 9308 9308 VIDEO CASSETTE SALES 1060 1060 1153420 1982069 1982069 39699643 39855586 -155943 -155943 -155943 28583798 1153420 1826126 X 3004143 2593546 403297 7300 12067898 9861950 1940750 265198 666205 348803 309314 8088 1718052 1293893 404113 20046 965351 799038 146574 19739 550748 25689 525059 121980 121980 144955 120064 22081 2810 3773242 2607914 935414 229914 614420 4875 2758 606787 427535 241942 146311 39282 2464068 69273 2424823 -30028 259544 231578 24341 3625 6253 6253 2302373 1054205 1247651 517 306143 26176 276054 3913 SUPPLIES 2301185 1979799 287965 33421 FACILITIES EXPENSES 1872761 734281 1112182 26298 MISCELLANEOUS 413758 711 413047 DUES & SUBSCRIPTIONS 197915 73464 118652 5799 142747 41540 109200 -7993 34321276 22108741 10977819 1234716 9160497 6711571 16454491 10563983 1711 20224 175900 158115 63191904 36360438 28498015 26831466 41057810 47762408 5000000 5000000 8709996 12395914 109058420 109443681 1377212 1467426 2383007 1865918 4931975 1141922 8692194 4475266 X 82025929 79434886 18340297 25533529 100366226 104968415 109058420 109443681 -5737478 9612504 727163 X false true X true true true X CHI ST LUKE'S EPISCOPAL HOSPITAL HOUSTON TX 55480948 29598062 34681741 25604252 145365003 55480948 29598062 34681741 25604252 145365003 145365003 1690410 1695029 1805049 1982069 7172557 152537560 1153420 0.95300 0.95850 X SUPPLEMENTAL INFORMATION PART II, LINE 10 - OTHER INCOME 155,943 LOSS FROM SALES OF PUBLIC TRADED SERCURITIES. false 4339084 4339084 1491100 1491100 -315162 -315162 1370914 1370914 471196 471196 false false 46580531 20684368 25896163 16169656 15324193 845463 441717 351877 89840 26831466 RECEIVABLE FROM THI FOUNDATION 10564633 RECEIVABLE FROM CPPA 1826658 DEPOSITS 4623 12395914 PAYABLE TO CHI ST LUKES 617428 LONG-TERM PENSION OBLIGATION 294587 OTHER CURRENT LIABILITIES 155075 EQUIPMENT LEASE OBLIGATION 74832 1141922 38448392 9612504 9612504 28835888 -252090 -252090 28583798 33846203 -475073 -475073 34321276 34321276 SCHEDULE D, PAGE 2, PART V, LINE 4 THE ORGANIZATION'S ENDOWMENTS CONSIST OF FUNDS ESTABLISHED FOR A VARIETY OF PURPOSES INCLUDING STEM CELL RESEARCH, ANNUAL CARDIO SYMPOSIUM, ARTIFICAL HEART RESEARCH AND DEVELOPMENT, CARDIOVASCULAR SURGICAL RESEARCH WITH A FOCUS ON CHILDREN, CARDIOLOGY RESEARCH, HUFFINGTON ENDOWMENT, AND VISUAL COMMUNICATION SERVICES. SCHEDULE D, PAGE 4, PART XI, LINE 4B REALIZED LOSS -252,090 SCHEDULE D, PAGE 4, PART XII, LINE 2D ADJ. TO UNFUNDED PENSION LOSS -475,073 X false false false false false false false false false DORIS TAYLOR DIR RMR 512430 13511 525941 RICHARD DIXON DIR RESEARCH LAB 475038 39810 514848 EMERSON C PERIN DIR CLINICAL RESEARC 410000 32438 442438 JAMES WILLERSON PRESIDENT 375000 375000 MACARTHUR ELAYDA VICE PRESIDENT 237172 26987 264159 MICHAEL MC GEE VICE PRESIDENT 225202 33863 259065 PETER VANDERSLICE ASSOCIATE DIRECTOR 203054 31886 234940 LUIZ C SAMPAIO ASST MEDICAL DIRECTO 193624 8138 201762 RONALD J BIEDIGER ASSOCIATE DIRECTOR 191625 34240 225865 DARREN WOODSIDE ASSOCIATE DIRECTOR 159028 28586 187614 THOMAS RIVERS CONTROLLER 156194 3494 159688 PORTER HEDGES LLP TRUSTEE 442591 LEGAL SERVICES false SCHEDULE L, PART V ERIC D. WADE IS A PARTNER AT LAW FIRM THAT PROVIDES LEGAL SERVICES TO THE ORGANIZATION. X 9 1771895 FAIR MARKET VALUE false false false FORM 990 - ORGANIZATION'S MISSION TO REDUCE THE DEVASTATING TOLL OF CARDIOVASCULAR DISEASE THROUGH INNOVATIVE PROGRAMS IN RESEARCH, EDUCATION, AND IMPROVED PATIENT CARE. BASIC CLINICAL RESEARCH IS PERFORMED IN ALL SPECIALTIES OF CARDIOVASCULAR DISEASE, INCLUDING CARDIOLOGY, CARDIOVASCULAR SURGERY, ANESTHESIOLOGY, PATHOLOGY, AND CARDIOTHORACIC TRANSPLANTATION. EDUCATION INVOLVES THE TRAINING OF MEDICAL RESIDENTS AND FELLOWS IN CARDIOVASCULAR SPECIALTIES AS WELL AS CONTINUING EDUCATION FOR MEDICAL DOCTORS AND EDUCATIONAL INFORMATION FOR THE PUBLIC. FORM 990, PAGE 6, PART VI, LINE 11B CEO, COO, AND PRESIDENT REVIEW THE FORM 990 FOR ACCURACY PRIOR TO EXECUTION OF THE DOCUMENT. FORM 990, PAGE 6, PART VI, LINE 12C ANNUAL CONFLICT OF INTEREST POLICY IS DELIVERED TO EACH EMPLOYEE FOR A SELF AUDIT. REGULAR COMMUNICATION FROM MANAGEMENT IS REINFORCED ON THIS POLICY THROUGHOUT THE YEAR THROUGH WEEKLY AND MONTHLY PERFORMANCE REVIEW MEETINGS. FORM 990, PAGE 6, PART VI, LINE 15A APPROVAL BY THE BOARD. FORM 990, PAGE 6, PART VI, LINE 15B APPROVAL BY THE BOARD. FORM 990, PAGE 6, PART VI, LINE 19 THE ORGANIZATION DOES NOT MAKE ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICIES, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC. FORM 990, PART IX, LINE 11G 2,607,914 935,414 229,914 FORM 990, PART XI, LINE 9 REALIZED LOSS 252,090 ADJ. TO UNFUNDED PENSION LOSS 475,073 TOTAL 727,163 CARDIOPULMONARY PERFUSION ASSOCIATE PO BOX 20345 HOUSTON TX 77225 760313066 CARDIOVASC TX 501C3 12A N/A false TEXAS HEART INSTITUTE FOUNDATION PO BOX 20345 HOUSTON TX 77225 760080297 CARDIOVASC TX 501C3 12A N/A false CHI ST LUKE'S EPISCOPAL HOSPITAL 6624 FANNIN ST HOUSTON TX 77030 741161938 HEALTHCARE TX 501C3 3 N/A false false false true true false false false false false false false false false false false false false false false CARDIOPULMONARY PERFUSION ASSOCIATE D 1826658 ACTUAL TEXAS HEART INSTITUTE FOUNDATION D 10564633 ACTUAL CHI ST LUKE'S EPISCOPAL HOSPITAL C 12381462 ACTUAL CHI ST LUKE'S EPISCOPAL HOSPITAL D 617428 ACTUAL