2017-12-26T10:31:26-06:00 2016-12-31 760488832 MCCONNELL & JONES LLP 4828 LOOP CENTRAL DR STE 1000 HOUSTON TX 770812222 990 2016-01-01 746053200 TEXAS HEART INSTITUTE TEXA 8323554011 PO BOX 20345 HOUSTON TX 77225 FRED ZEIDMAN TREASURER 8323556515 2017-12-16 true THOMAS JONES JR P00181555 7139681600 2017-12-19 EEE75D564ADAC9324FB9343E9D90F3075EB6A360 EEE75D564ADAC9324FB9343E9D90F3075EB6A360 2016 2018-03-14 21:41:22Z FRED ZEIDMAN PO BOX 20345 HOUSTON TX 77225 39973206 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 9 221 45 0 29598062 34681741 689516 969519 3161505 2178610 0 33449083 37829870 0 0 21210045 16268486 0 1065076 17603800 19320977 38813845 35589463 -5364762 2240407 104381400 109058420 8187388 8692194 96194012 100366226 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 19951739 22553490 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. 2482988 969519 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. 22434727 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 112 0 true 221 true false false false false false false X 10 9 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 ALFRED C GLASSELL III TRUSTEE 2.00 X 0 0 0 JEROME E GRANATO MD TRUSTEE 2.00 X 0 0 0 DAVID 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 S REED MORIAN TRUSTEE 2.00 X 0 0 0 ERIC D WADE CHAIRMAN 2.00 X X 0 0 0 GAY NORD TRUSTEE 2.00 X 0 0 0 FRED ZEIDMAN TREASURER 40.00 X X 250000 0 0 DENTON COOLEY PRESIDENT EM 40.00 X 495706 0 24033 DORIS TAYLOR DIR REGENERA 40.00 X 477000 0 22890 RICHARD DIXON DIR RESEARCH 40.00 X 463452 0 39256 EMERSON C PERIN DIR CLINICAL 40.00 X 400000 0 44516 MICHAEL MC GEE VICE PRESIDE 40.00 X 213550 0 30176 MACARTHUR ELAYDA VICE PRESIDE 40.00 X 192500 0 23765 PETER VANDERSLICE ASSOCIATE DI 40.00 X 186952 0 28484 RONALD J BIEDIGER ASSOCIATE DI 40.00 X 186952 0 29004 LUIZ C SAMPAIO ASST MEDICAL 40.00 X 160600 0 9428 3026712 251552 10 false true false JAMES T WILLERSON 3350 MCCUE ROAD APT 2003 HOUSTON TX 77056 PHYSICIAN CONSU 944677 PORTER HEDGES PO BOX 4346 DEPT 510 HOUSTON TX 77210 LEGAL SERVICES 366321 DEUTSER LLC 26100 AMERICAN DR STE 401 SOUTHFIELD MI 48034 BUSINESS CONSUL 305265 SIRIUS SOLUTIONS LLP PO BOX 202377 DALLAS TX 75320 BUSINESS CONSUL 292254 FRED S ZEIDMAN 3719 OLUMPIA HOUSTON TX 77030 CFO 250000 11 12128251 22553490 463022 34681741 MISC NON-OPER INCOME 627466 627466 REGISTRATION FEES 250565 250565 PROF SERV INCOME 67967 67967 PUBLICATIONS REVENUE 12885 12885 VIDEO CASSETTE SALES 10636 10636 969519 1805049 1805049 2516897 2143336 373561 373561 373561 37829870 969519 2178610 X 2776712 2469180 234407 73125 10359999 9212591 874574 272834 496074 347470 136512 12092 1685504 1101852 549475 34177 950197 763426 161087 25684 401116 -8989 401049 9056 137564 137564 95217 74837 17898 2482 6337566 4238175 1672228 427163 31585 22944 8641 3472243 3502271 -30028 135971 118546 17425 16284 16284 2965682 2965682 333785 17536 312336 3913 SUPPLIES 3386635 2406707 939900 40028 FACILITIES EXPENSES 797434 771751 23387 2296 MAINTENANCE & REPAIRS 482770 476714 170 5886 PARKING 190239 3654 6854 179731 536886 418333 111916 6637 35589463 22434727 12089660 1065076 1700415 9160497 11397847 16454491 7136 1711 86330 175900 62960427 34462412 31649046 28498015 46828579 41057810 5000000 5000000 7712047 8709996 104381400 109058420 2179109 1377212 2037813 2383007 3970466 4931975 8187388 8692194 X 77853715 82025929 18340297 18340297 96194012 100366226 104381400 109058420 2240407 2187052 -255245 X false true X true true true X CHI ST LUKE'S EPISCOPAL HOSPITAL HOUSTON TX 55480948 29598062 34681741 119760751 55480948 29598062 34681741 119760751 119760751 1690410 1695029 1805049 5190488 124951239 969519 0.95850 0.96170 X SUPPLEMENTAL INFORMATION PART II, LINE 10 - OTHER INCOME 373,561 GAIN FROM SALES OF PUBLIC TRADED SERCURITIES. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 89840 X false 1491100 1491100 -315162 -315162 1370914 1370914 471196 471196 442336 442336 false false 46580531 19022300 27558231 15762638 15087401 675237 617258 352711 264547 28498015 RECEIVABLE FROM THI FOUNDATION 6875712 RECEIVABLE FROM CPPA 1814281 DEPOSITS 20003 8709996 PAYABLE TO CHI ST LUKES 2779217 OTHER CURRENT LIABILITIES 1211233 LONG-TERM PENSION OBLIGATION 769660 EQUIPMENT LEASE OBLIGATION 171865 4931975 39736558 2187052 2187052 37549506 280364 280364 37829870 35564344 -25119 -25119 35589463 35589463 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 GAIN 280,364 SCHEDULE D, PAGE 4, PART XII, LINE 2D ADJ. TO UNFUNDED PENSION LOSS -25,119 X false false false false false false false false false FRED ZEIDMAN TREASURER 250000 250000 DENTON COOLEY PRESIDENT EMERITUS 495706 19333 4700 519739 DORIS TAYLOR DIR REGENERATIVE 477000 21465 1425 499890 RICHARD DIXON DIR RESEARCH LAB 463452 31904 7352 502708 EMERSON C PERIN DIR CLINICAL RESEARC 400000 36000 8516 444516 MICHAEL MC GEE VICE PRESIDENT 213550 25476 4700 243726 MACARTHUR ELAYDA VICE PRESIDENT 192500 17325 6440 216265 PETER VANDERSLICE ASSOCIATE DIRECTOR 186952 24304 4180 215436 RONALD J BIEDIGER ASSOCIATE DIRECTOR 186952 24304 4700 215956 LUIZ C SAMPAIO ASST MEDICAL DIRECTO 160600 9428 170028 PORTER HEDGES LLP TRUSTEE 357432 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 463022 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 4,238,175 1,672,228 427,163 FORM 990, PART XI, LINE 9 REALIZED GAIN -280,364 ADJ. TO UNFUNDED PENSION LOSS 25,119 TOTAL -255,245 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 1814281 ACTUAL TEXAS HEART INSTITUTE FOUNDATION D 6875712 ACTUAL CHI ST LUKE'S EPISCOPAL HOSPITAL C 12128251 ACTUAL CHI ST LUKE'S EPISCOPAL HOSPITAL D 2779217 ACTUAL