2014-11-12T15:52:47-06:00 2013-12-31 760488832 MCCONNELL & JONES LLP 3040 POST OAK BLVD STE 1600 HOUSTON TX 770566574 990 2013-01-01 746053200 TEXAS HEART INSTITUTE TEXA 8323554011 PO BOX 20345 HOUSTON TX 77225 MARC MATTSSON CEO 8323554011 2014-11-15 true TENE THOMAS P00849229 7139681600 2014-11-12 2013 2015-11-30 17:44:51Z MARC MATTSSON PO BOX 20345 HOUSTON TX 77225 34583007 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. 40 39 252 1 0 26076457 16630652 756545 849526 1951568 4992616 0 28784570 22472794 0 0 25169658 24101545 0 870124 18621800 18917587 43791458 43019132 -15006888 -20546338 118603839 101399198 23383287 23400421 95220552 77998777 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. 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DISCOVERY OF NEW KNOWLEDGE MAKES ADVANCES POSSIBLE AS WE WORK TO CONQUER CARDIOVASCULAR DISEASE. 3153848 849526 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. 16116 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. 24017412 true true false false false false false true false true true false false false true false false true false false false false false false false false false false false true false false false false false false false true true false false false false true false false false true 1 0 true 252 true false false false false false false X 40 39 false false false false false false false true true false false false true true true true true true true false X MARC MATTSON 8323554994 TEXAS MEDICAL CENTER MC 3-117 PO HOUSTON TX 77225 DENTON A COOLEY MD PRESIDENT EM 40.00 X X 497001 0 32989 ISAAC ARNOLD JR CHAIRMAN EME 5.00 X X 0 0 0 MEREDITH J LONG CHAIRMAN EME 5.00 X X 0 0 0 BOBBY S SHACKOULS VICE CHAIRMA 5.00 X X 0 0 0 DAVID M CARMICHAEL TRUSTEE 5.00 X 0 0 0 MORTON A COHN TRUSTEE 5.00 X 0 0 0 PETER CONEWAY TRUSTEE 5.00 X 0 0 0 DONALD L EVANS TRUSTEE 5.00 X 0 0 0 TILMAN J FERTITTA TRUSTEE 5.00 X 0 0 0 ALFRED C GLASSELL III TRUSTEE 5.00 X 0 0 0 JULIUS GLICKMAN TRUSTEE 5.00 X 0 0 0 DAVID GRIMES VICE CHAIRMA 5.00 X X 0 0 0 HENRY R HAMMAN TRUSTEE 5.00 X 0 0 0 FRANK J HEVRDEJS TRUSTEE 5.00 X 0 0 0 WILLIAM M HITCHCOCK TRUSTEE 5.00 X 0 0 0 KAY HOLMES TRUSTEE 5.00 X 0 0 0 LINDSAY HOLSTEAD TRUSTEE 5.00 X 0 0 0 BARBARA R HURWITZ TRUSTEE 5.00 X 0 0 0 JOSEPH D JAMAIL TRUSTEE 5.00 X 0 0 0 JODIE LEE JILES TRUSTEE 5.00 X 0 0 0 KELLI KICKERILLO TRUSTEE 5.00 X 0 0 0 R BRUCE LABOON TRUSTEE 5.00 X 0 0 0 ELYSE LANIER TRUSTEE 5.00 X 0 0 0 RODNEY H MARGOLIS TRUSTEE 5.00 X 0 0 0 FRANCES MARZIO TRUSTEE 5.00 X 0 0 0 S REED MORIAN TRUSTEE 5.00 X 0 0 0 T WILLIAM PORTER TRUSTEE 5.00 X 0 0 0 THOMAS A ROUPE TRUSTEE 5.00 X 0 0 0 CHRISTOPHER SAROFIM TRUSTEE 5.00 X 0 0 0 FAYEZ SAROFIM TRUSTEE 5.00 X 0 0 0 LE SIMMONS TRUSTEE 5.00 X 0 0 0 ROLAND SLEDGE TRUSTEE 5.00 X 0 0 0 MORT TOPFER TRUSTEE 5.00 X 0 0 0 DAN TUTCHER TRUSTEE 5.00 X 0 0 0 TONY VALLONE TRUSTEE 5.00 X 0 0 0 JAMES T WILLERSON MD TRUSTEE 5.00 X 0 0 0 MARGARET ALKEK WILLIAMS TRUSTEE 5.00 X 0 0 0 WALLACE S WILSON TRUSTEE 5.00 X 0 0 0 JOHN H YOUNG TRUSTEE 5.00 X 0 0 0 FRED ZEIDMAN TREASURER 5.00 X X 0 0 0 MARC C MATTSSON CEO 40.00 X 442819 0 32865 DEBORAH E MEYERS DIR CARDIAC 40.00 X 484968 0 29272 DORIS A TAYLOR DIR REGENERA 40.00 X 447264 0 25683 RICHARD A DIXON DIR RESEARCH 40.00 X 414571 0 30191 MICHAEL G MCGEE VP RESEARCH 40.00 X 187935 0 31210 MARIANNE MALLIA MGR SR SCIEN 40.00 X 173416 0 20259 PETER VANDERSLICE ASSOCIATE DI 40.00 X 164785 0 22607 RONALD J BIEDIGER ASSOCIATE DI 40.00 X 160697 0 27866 MACARTHUR A ELAYDA VP BIOSTATS 40.00 X 152344 0 27165 CHU-HUANG M CHEN DIR VASCULAR 40.00 X 146034 0 11006 FRANK L MICHEL DIR PUBLIC A 40.00 X 144782 0 20689 CHIEU T NGUYEN DIR FINANCE 40.00 X 130234 0 26737 DARREN G WOODSIDE ASST DIRECTO 40.00 X 126884 0 26173 DENA P HOUCHIN ADMIN DIRECT 40.00 X 120785 0 21976 3794519 386688 15 false true false PORTER & HEDGES LLP 1000 MAIN ST HOUSTON TX 77002 LEGEL 474783 WS BELLOWS CONSTRUCTION PO BOX 2132 HOUSTON TX 775252132 CONSTRUCTION 469847 ALLEN PRESS INC PO BOX 621 LAWRENCE KS 66044 PRINT SVCS 434677 UNIVERSITY OF HOUSTON 4800 CALHOUN RD HOUSTON TX 77004 PROFNL SVCS 411231 PERIN EMERSON 6624 FANNIN ST 2220 HOUSTON TX 77030 PROFNL SVCS 304079 5 4763447 11867205 1470321 16630652 MISC NON-OPER INCOME 383123 383123 REGISTRATION FEES 259733 259733 PROF SERV INVOME 161604 161604 PUBLICATIONS REVENUE 28221 28221 VEDEO CASSETTE SALES 10656 10656 6189 6189 849526 2003682 2003682 15099147 12110213 2988934 2988934 2988934 22472794 849526 4992616 3125801 2455970 569403 100428 17563639 13799919 3199426 564294 945665 240783 695200 9682 1498946 1173909 288595 36442 967494 780735 145625 41134 909302 889995 19307 605884 159162 446722 125990 125990 1431716 1027394 374116 30206 40726 39506 1220 974986 36367 927810 10809 4929483 4929483 184383 183447 936 33909 32346 1563 2303034 2303034 239871 34275 201684 3912 BAD DEBT 3826320 3821320 5000 SUPPLIES 3300439 3185950 47835 66654 MISCELLANEOUS 11544 10000 1544 43019132 24017412 18131596 870124 3508007 4193558 14081947 14892646 11902757 28293 84669 364332 457281 61972672 26501552 31467639 35471120 48286499 40281879 5000000 5974476 4007934 118603839 101399198 3150176 6445690 1689099 2323373 4076675 2000000 14467337 12631358 23383287 23400421 X 67361554 55297097 27858998 22701680 95220552 77998777 118603839 101399198 -20546338 3895326 -570763 X false true X true true true X CHI ST LUKE'S EPISCOPAL HOSPITAL HOUSTON TX RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 89840 X false 471196 471196 442336 442336 392435 392435 54122 963722 1017844 120649 7593 74120 54122 false false 45461334 13533363 31927971 15076583 12631774 2444809 1434755 336415 1098340 35471120 ST INVESTMENT - RESTRICTED 4372848 LONG-TERM PENSION OBLIGATION 4261020 BANK OVERDRAFT 2824087 EQUIPMENT LEASE OBLIGATION 1173403 12631358 26368120 3895326 3895326 22472794 22472794 43585689 566557 566557 43019132 43019132 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 566,557 X false false false false false false false false false DENTON A COOLEY MD PRESIDENT EMERITUS 497001 6988 26001 529990 MARC C MATTSSON CEO 422997 19822 7650 25215 475684 DEBORAH E MEYERS DIR CARDIAC TRANSPLT 484968 7350 21922 514240 DORIS A TAYLOR DIR REGENERATIVE 447264 6750 18933 472947 RICHARD A DIXON DIR RESEARCH LAB 414571 7650 22541 444762 MICHAEL G MCGEE VP RESEARCH ADMIN 185265 2670 5824 25386 219145 MARIANNE MALLIA MGR SR SCIEN MED WTR 165492 7924 5107 15152 193675 PETER VANDERSLICE ASSOCIATE DIRECTOR 164785 5099 17508 187392 RONALD J BIEDIGER ASSOCIATE DIRECTOR 160697 5099 22767 188563 MACARTHUR A ELAYDA VP BIOSTATS & EPIDEM 148077 4267 4627 22538 179509 CHU-HUANG M CHEN DIR VASCULAR & MED 78629 67405 1177 9829 157040 FRANK L MICHEL DIR PUBLIC AFFAIRS 144782 2250 18439 165471 CHIEU T NGUYEN DIR FINANCE 130234 3819 22918 156971 DARREN G WOODSIDE ASST DIRECTOR MCRL 123357 3527 3897 22276 153057 PORTER & HEDGES LLP TRUSTEE 474783 LEGAL SERVICES false FAYEZ SAROFIM CO TRUSTEE 266493 INVESTMENT ADVISORY false SCHEDULE L, PART V T. WILLIAM PORTER IS A PARTNER AT LAW FIRM THAT PROVIDES LEGAL SERVICES TO THE ORGANIZATION. FAYEZ SAROFIM IS AN OWNER OF AN INVESTMENT FIRM THAT PROVIDES INVESTMENT ADVISORY SERVICES TO THE ORGANIZATION. X 4 15018 FAIR MARKET VALUE X SUPPORT SVCS. 1 1455303 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 -566,557 FORM 990, PART XI, LINE 9 PRIOR YEAR ADJUSTMENT 4,206 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 true false false false false true THI AFFILATES S 142238 ACTUAL CARDIOPULMONARY PERFUSION ASSOCIATE D 2322011 ACTUAL TEXAS HEART INSTITUTE FOUNDATION D 1065777 ACTUAL TEXAS HEART INSTITUTE FOUNDATION E 381031 ACTUAL CHI ST LUKE'S EPISCOPAL HOSPITAL C 3308144 ACTUAL CHI ST LUKE'S EPISCOPAL HOSPITAL N 1455303 ACTUAL CHI ST LUKE'S EPISCOPAL HOSPITAL D 1177 ACTUAL