2015-11-12T17:37:02-06:00 2014-12-31 760488832 MCCONNELL & JONES LLP 4828 LOOP CENTRAL DR STE 1000 HOUSTON TX 770812222 990 2014-01-01 746053200 TEXAS HEART INSTITUTE TEXA 8323554011 PO BOX 20345 HOUSTON TX 77225 FRED ZEIDMAN CFO 8323554011 2015-05-05 true THOMAS JONES JR P00181555 7139681600 2015-11-12 2014 2016-02-25 16:41:14Z FRED ZEIDMAN PO BOX 20345 HOUSTON TX 77225 60822857 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. 12 11 238 0 16630652 55480948 849526 710224 4992616 2532608 0 22472794 58723780 0 0 24101545 21920348 0 882526 18917587 15305747 43019132 37226095 -20546338 21497685 101399198 118748601 23400421 12177387 77998777 106571214 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 19764943 23480948 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. 2689390 710224 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. 11850 PATIENT ASSISTANCE - MAINTAINING A STANDARD OF EXCELLENCE FOR 20 CONSECUTIVE YEARS. THE TEXAS HEART INSTITUTE AT CHI ST. LUKE'S EPISCOPAL HOSPITAL HAS BEEN RANKED AMONG THE TOP TEN HEART CENTERS IN THE UNITED STATES BY U.S. NEWS AND WORLD REPORT'S ANNUAL GUIDE TO "AMERICA'S BEST HOSPITALS". OTHER TOP-RANK INSTITUTIONS INCLUDE MAYO CLINIC, DUKE UNIVERSITY MEDICAL CENTER AND CLEVELAND CLINIC. 22466183 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 false false false true false false false false true false false false true 1 0 true 238 true false false false false false false X 12 11 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 GRIMES CHAIRMAN 2.00 X X 0 0 0 DAVID M CARMICHAEL TRUSTEE 2.00 X 0 0 0 JOHN F DICOLA TRUSTEE 2.00 X 0 0 0 ALFRED C GLASSELL III TRUSTEE 2.00 X 0 0 0 JEROME F GRANATO MD TRUSTEE 2.00 X 0 0 0 DEBORAH LEE-EDDIE TRUSTEE 2.00 X 0 0 0 WILLIAM M HITCHCOCK 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 STEPHEN L MOORE MD TRUSTEE 2.00 X 0 0 0 S REED MORIAN TRUSTEE 2.00 X 0 0 0 FRED ZEIDMAN TREASURER 2.00 X X 0 0 0 DENTON A COOLEY MD PRESIDENT EM 40.00 2.00 X 497508 0 26846 MARC C MATTSSON CEO 40.00 X 433827 0 33453 DORIS A TAYLOR DIR REGENERA 40.00 X 445578 0 29128 RICHARD A DIXON DIR RESEARCH 40.00 X 412870 0 30885 DEBORAH E MEYERS DIR CARDIAC 40.00 X 407555 0 22665 MICHAEL G MCGEE VP RESEARCH 40.00 X 187046 0 31929 MARIANNE MALLIA MGR SR SCIEN 40.00 X 169302 0 21669 PETER VANDERSLICE ASSOCIATE DI 40.00 X 164277 0 23107 RONALD J BIEDIGER ASSOCIATE DI 40.00 X 161657 0 27216 MACARTHUR A ELAYDA VP BIOSTATS 40.00 X 147496 0 26515 FRANK L MICHEL DIR PUBLIC A 40.00 X 145134 0 21263 DENA P HOUCHIN ADMIN DIRECT 40.00 X 123619 0 22585 CHIEU T NGUYEN DIR FINANCE 40.00 X 122981 0 27142 DARREN G WOODSIDE ASST DIRECTO 40.00 X 122256 0 26838 3541106 371241 14 false true false JAMES T WILLERSON MC 3-116 HOUSTON TX 77030 PHYSICIAN CONSU 835077 BAYLOR - DALLAS P O BOX 301207 DALLAS TX 753031207 PHYSICIAN SONSU 713677 UNIVERSITY OF HOUSTON TREASURERS OFFICE HOUSTON TX 770010988 PROFNL SVCS 653310 PHILIPS MEDICAL CAPITAL PO BOX 92449 CLEVELAND OH 441930003 EQP RENTAL 505395 GE HEALTHCARE FINANCIAL SERVICES PO BOX 641419 PITTSBURGH PA 152641419 EQP RENTAL 448545 5 32000000 2953379 20527569 1585755 55480948 MISC NON-OPER INCOME 268647 268647 REGISTRATION FEES 258450 258450 PROF SERV INVOME 153246 153246 PUBLICATIONS REVENUE 17332 17332 VEDEO CASSETTE SALES 12213 12213 336 336 710224 1690410 1690410 2941275 2099077 842198 842198 842198 58723780 710224 2532608 2879620 2309951 469419 100250 16163928 12966256 2634947 562725 278201 227303 40048 10850 1631229 1331335 265246 34648 967370 797567 128632 41171 949520 825009 124511 440877 106210 332421 2246 126603 126603 272615 15823 256792 2521045 1074177 1376182 70686 41467 41467 198179 137657 49740 10782 4945349 4945349 78867 71466 7401 6253 6253 2227641 2227641 652337 30760 617664 3913 SUPPLIES 2834994 2521202 268537 45255 MISCELLANEOUS 10000 10000 37226095 22466183 13877386 882526 4193558 4457154 11902757 14492362 84669 1323 457281 514467 62245381 28729193 35471120 33516188 40281879 52288740 5000000 5000000 4007934 8478367 101399198 118748601 6445690 5509181 2323373 2592158 2000000 12631358 4076048 23400421 12177387 X 55297097 86310234 22701680 20260980 77998777 106571214 101399198 118748601 21497685 1521514 3039349 2513889 X false true X true true true X CHI ST LUKE'S EPISCOPAL HOSPITAL HOUSTON TX 55480948 55480948 55480948 55480948 55480948 1690410 1690410 57171358 710224 0.97040 X SUPPLEMENTAL INFORMATION PART II, LINE 10 - OTHER INCOME 842,198 GAIN FROM SALES OF PUBLIC TRADED SERCURITIES. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 89840 X false 1370914 1370914 471196 471196 442336 442336 392435 392435 54122 963722 1017844 false false 45461334 15046078 30415256 16247442 13336782 2910660 536605 346333 190272 33516188 RECEIVABLE FROM THI FOUNDATION 6134311 RECEIVABLE FROM CPPA 2344056 RECEIVABLE FROM ST. LUKE'S OTHER S-T RECEIVABLE 8478367 PAYABLE TO CHI ST LUKES 2419417 LONG-TERM PENSION OBLIGATION 894012 EQUIPMENT LEASE OBLIGATION 762619 4076048 60245294 1521514 1521514 58723780 58723780 34712206 -2513889 -2513889 37226095 37226095 SCHEDULE D, PAGE 2, PART III, LINE 4 THE WALLACE D WILSON MUSEUM COVERS THE DEVELOPMENT OF ALL KEY SUPPORTING SERVICES AT THE INSTITUTE, AND DEMONSRATES THE ADVANCES IN TECHNOLOGY ACHIEVED OVER THE YEARS. VISITORS HAVE ACCESS TO A VIDEO PERSPECTIVE ON THE INSTTUTE AS WELL AS INTERACTIVE COMPUTERS FOR MORE INFORMATION ON THE ITEMS DISPLAYED. SOME OF DR COOLEY'S PERSONAL MEMENTOS AND AWARDS ARE SHOWN AS WELL. THE HOUSTON MUSEUM OF NATURAL SCIENCE PROVIDED IMMEASURABLE SUPPORT AND GUIDANCE FOR THE DEVELOPMENT OF THE NEW MUSEUM. IN THE SAME AREA, VISITORS SEE THE CELEBRATION OF HEARTS ART EXHIBIT. DISTINGUISHED INDIVIDUALS WORLDWIDE HAVE CONTRIBUTED TO THIS PROJECT INITIATED BY HOUSTON CELEBRITY, WARNER ROBERTS. ASTRONAUT, ATHLETES, ACTORS, MUSICIANS AND MORE HAVE DONATED AND SOMETIMES CREATED THEIR INTERPRETATIONS OF CELEBRATING HEARTS. THE STUNNING COLLECTION CONTAINS MORE THAN 130 PIECES. THE CELEBRATION OF HEARTS IS SO LARGE THAT PORTIONS OF THE COLLECTION ARE DISPLAYED IN OTHER PUBLIC AREAS OF THE BUILDING. 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 XII, LINE 2D ADJ. TO UNFUNDED PENSION LOSS -2,513,889 X false false false false false false false false false DENTON A COOLEY MD PRESIDENT EMERITUS 497508 269 26577 524354 MARC C MATTSSON CEO 426144 7683 7800 25653 467280 DORIS A TAYLOR DIR REGENERATIVE 445578 8750 20378 474706 RICHARD A DIXON DIR RESEARCH LAB 412870 7800 23085 443755 DEBORAH E MEYERS DIR CARDIAC TRANSPLT 336664 70891 4523 18142 430220 MICHAEL G MCGEE VP RESEARCH ADMIN 184387 2659 5824 26105 218975 MARIANNE MALLIA MGR SR SCIEN MED WTR 165318 3984 5107 16562 190971 PETER VANDERSLICE ASSOCIATE DIRECTOR 164277 5099 18008 187384 RONALD J BIEDIGER ASSOCIATE DIRECTOR 161657 5099 22117 188873 MACARTHUR A ELAYDA VP BIOSTATS & EPIDEM 147496 4627 21888 174011 FRANK L MICHEL DIR PUBLIC AFFAIRS 145134 2250 19013 166397 CHIEU T NGUYEN DIR FINANCE 122319 662 3232 23910 150123 X 7 1585755 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 XI, LINE 9 ADJ. TO UNFUNDED PENSION LOSS 2,513,889 CARDIOPULMONARY PERFUSION ASSOCIATE PO BOX 20345 HOUSTON TX 77225 760313066 CARDIOVASC TX 501C3 11A N/A false THI AFFILIATES PO BOX 20345 HOUSTON TX 77225 760314903 CARDIOVASC TX 501C3 11A N/A false TEXAS HEART INSTITUTE FOUNDATION PO BOX 20345 HOUSTON TX 77225 760080297 CARDIOVASC TX 501C3 11A 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 true false false false false false false false false false false false false false true THI AFFILATES S 125023 ACTUAL CARDIOPULMONARY PERFUSION ASSOCIATE D 2344056 ACTUAL TEXAS HEART INSTITUTE FOUNDATION D 6134310 ACTUAL CHI ST LUKE'S EPISCOPAL HOSPITAL C 32000000 ACTUAL CHI ST LUKE'S EPISCOPAL HOSPITAL D 2419417 ACTUAL