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TEXAS HEART INSTITUTE: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- TEXAS HEART INSTITUTE (EIN 74-6053200)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-11-12
- IRS object ID
- 201403169349304635
- Schema version
- 2013v3.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule J
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-11-12T15:52:47-06:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 760488832 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MCCONNELL & JONES LLP | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3040 POST OAK BLVD STE 1600 | AddressLine1 |
| City | HOUSTON | City |
| State | TX | State |
| ZIP Code | 770566574 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 746053200 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TEXAS HEART INSTITUTE | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | TEXA | BusinessNameControlTxt |
| Phone | 8323554011 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 20345 | AddressLine1 |
| City | HOUSTON | City |
| State | TX | State |
| ZIP Code | 77225 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARC MATTSSON | PersonNm |
| Person Title | CEO | PersonTitleTxt |
| Phone | 8323554011 | PhoneNum |
| Signature | 2014-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | TENE THOMAS | PreparerPersonNm |
| PTIN | P00849229 | PTIN |
| Phone | 7139681600 | PhoneNum |
| Preparation | 2014-11-12 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | MARC MATTSSON | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 20345 | AddressLine1 |
| City | HOUSTON | City |
| State | TX | State |
| ZIP Code | 77225 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $34,583,007 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.TEXASHEART.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1962 | FormationYr |
| Legal Domicile State | TX | LegalDomicileStateCd |
| Activity Or 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. | ActivityOrMissionDesc |
| Voting Members Governing Body | 40 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 39 | VotingMembersIndependentCnt |
| Total Employee | 252 | TotalEmployeeCnt |
| Total Volunteers | 1 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $26,076,457 | PYContributionsGrantsAmt |
| CY Contributions Grants | $16,630,652 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $756,545 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $849,526 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,951,568 | PYInvestmentIncomeAmt |
| CY Investment Income | $4,992,616 | CYInvestmentIncomeAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $28,784,570 | PYTotalRevenueAmt |
| CY Total Revenue | $22,472,794 | CYTotalRevenueAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $25,169,658 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $24,101,545 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $870,124 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $18,621,800 | PYOtherExpensesAmt |
| CY Other Expenses | $18,917,587 | CYOtherExpensesAmt |
| PY Total Expenses | $43,791,458 | PYTotalExpensesAmt |
| CY Total Expenses | $43,019,132 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$15,006,888 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$20,546,338 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $118,603,839 | TotalAssetsBOYAmt |
| Total Assets EOY | $101,399,198 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $23,383,287 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $23,400,421 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $95,220,552 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $77,998,777 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| 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. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $20,847,448 | ExpenseAmt |
| Revenue | $11,867,205 | RevenueAmt |
| Desc | 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. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $3,153,848 | ExpenseAmt |
| Revenue | $849,526 | RevenueAmt |
| Desc | 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. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $16,116 | ExpenseAmt |
| Desc | 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. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $24,017,412 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | Yes (true) | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (true) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | Yes (true) | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (true) | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 1 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 252 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 40 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 39 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | false | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARC MATTSON | PersonNm |
| Phone | 8323554994 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | TEXAS MEDICAL CENTER MC 3-117 PO | AddressLine1 |
| City | HOUSTON | City |
| State | TX | State |
| ZIP Code | 77225 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionAGrp (54 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| DENTON A COOLEY MD | ||||||||
| PRESIDENT EM | 40.00 | Yes (X) | Yes (X) | $497,001 | $0 | $32,989 | ||
| ISAAC ARNOLD JR | ||||||||
| CHAIRMAN EME | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| MEREDITH J LONG | ||||||||
| CHAIRMAN EME | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| BOBBY S SHACKOULS | ||||||||
| VICE CHAIRMA | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| DAVID M CARMICHAEL | ||||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| MORTON A COHN | ||||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| PETER CONEWAY | ||||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| DONALD L EVANS | ||||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| TILMAN J FERTITTA | ||||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| ALFRED C GLASSELL III | ||||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| JULIUS GLICKMAN | ||||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| DAVID GRIMES | ||||||||
| VICE CHAIRMA | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| HENRY R HAMMAN | ||||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| FRANK J HEVRDEJS | ||||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| WILLIAM M HITCHCOCK | ||||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| KAY HOLMES | ||||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| LINDSAY HOLSTEAD | ||||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| BARBARA R HURWITZ | ||||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| JOSEPH D JAMAIL | ||||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| JODIE LEE JILES | ||||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| KELLI KICKERILLO | ||||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| R BRUCE LABOON | ||||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| ELYSE LANIER | ||||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| RODNEY H MARGOLIS | ||||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| FRANCES MARZIO | ||||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| S REED MORIAN | ||||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| T WILLIAM PORTER | ||||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| THOMAS A ROUPE | ||||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| CHRISTOPHER SAROFIM | ||||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| FAYEZ SAROFIM | ||||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| LE SIMMONS | ||||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| ROLAND SLEDGE | ||||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| MORT TOPFER | ||||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| DAN TUTCHER | ||||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| TONY VALLONE | ||||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| JAMES T WILLERSON MD | ||||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| MARGARET ALKEK WILLIAMS | ||||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| WALLACE S WILSON | ||||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| JOHN H YOUNG | ||||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| FRED ZEIDMAN | ||||||||
| TREASURER | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| MARC C MATTSSON | ||||||||
| CEO | 40.00 | Yes (X) | $442,819 | $0 | $32,865 | |||
| DEBORAH E MEYERS | ||||||||
| DIR CARDIAC | 40.00 | $484,968 | $0 | $29,272 | Yes (X) | |||
| DORIS A TAYLOR | ||||||||
| DIR REGENERA | 40.00 | $447,264 | $0 | $25,683 | Yes (X) | |||
| RICHARD A DIXON | ||||||||
| DIR RESEARCH | 40.00 | $414,571 | $0 | $30,191 | Yes (X) | |||
| MICHAEL G MCGEE | ||||||||
| VP RESEARCH | 40.00 | $187,935 | $0 | $31,210 | Yes (X) | |||
| MARIANNE MALLIA | ||||||||
| MGR SR SCIEN | 40.00 | $173,416 | $0 | $20,259 | Yes (X) | |||
| PETER VANDERSLICE | ||||||||
| ASSOCIATE DI | 40.00 | $164,785 | $0 | $22,607 | Yes (X) | |||
| RONALD J BIEDIGER | ||||||||
| ASSOCIATE DI | 40.00 | $160,697 | $0 | $27,866 | Yes (X) | |||
| MACARTHUR A ELAYDA | ||||||||
| VP BIOSTATS | 40.00 | $152,344 | $0 | $27,165 | Yes (X) | |||
| CHU-HUANG M CHEN | ||||||||
| DIR VASCULAR | 40.00 | $146,034 | $0 | $11,006 | Yes (X) | |||
| FRANK L MICHEL | ||||||||
| DIR PUBLIC A | 40.00 | $144,782 | $0 | $20,689 | Yes (X) | |||
| CHIEU T NGUYEN | ||||||||
| DIR FINANCE | 40.00 | $130,234 | $0 | $26,737 | Yes (X) | |||
| DARREN G WOODSIDE | ||||||||
| ASST DIRECTO | 40.00 | $126,884 | $0 | $26,173 | Yes (X) | |||
| DENA P HOUCHIN | ||||||||
| ADMIN DIRECT | 40.00 | $120,785 | $0 | $21,976 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $3,794,519 | TotalReportableCompFromOrgAmt |
| Total Other Compensation | $386,688 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 15 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1 | CityContractorAddress/USAddress/City | StateContractorAddress/USAddress/State | ZIP CodeContractorAddress/USAddress/ZIPCode | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| PORTER & HEDGES LLP | |||||
| 1000 MAIN ST | HOUSTON | TX | 77002 | LEGEL | $474,783 |
| WS BELLOWS CONSTRUCTION | |||||
| PO BOX 2132 | HOUSTON | TX | 775252132 | CONSTRUCTION | $469,847 |
| ALLEN PRESS INC | |||||
| PO BOX 621 | LAWRENCE | KS | 66044 | PRINT SVCS | $434,677 |
| UNIVERSITY OF HOUSTON | |||||
| 4800 CALHOUN RD | HOUSTON | TX | 77004 | PROFNL SVCS | $411,231 |
| PERIN EMERSON | |||||
| 6624 FANNIN ST 2220 | HOUSTON | TX | 77030 | PROFNL SVCS | $304,079 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 5 | CntrctRcvdGreaterThan100KCnt |
| Related Organizations | $4,763,447 | RelatedOrganizationsAmt |
| All Other Contributions | $11,867,205 | AllOtherContributionsAmt |
| Noncash Contributions | $1,470,321 | NoncashContributionsAmt |
| Total Contributions | $16,630,652 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|
| MISC NON-OPER INCOME | $383,123 | $383,123 |
| REGISTRATION FEES | $259,733 | $259,733 |
| PROF SERV INVOME | $161,604 | $161,604 |
| PUBLICATIONS REVENUE | $28,221 | $28,221 |
| VEDEO CASSETTE SALES | $10,656 | $10,656 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $6,189 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $6,189 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $849,526 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,003,682 | TotalRevenueColumnAmt |
| Exclusion | $2,003,682 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $15,099,147 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $12,110,213 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,988,934 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,988,934 | TotalRevenueColumnAmt |
| Exclusion | $2,988,934 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $22,472,794 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $849,526 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $4,992,616 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,125,801 | TotalAmt |
| Program Services | $2,455,970 | ProgramServicesAmt |
| Management And General | $569,403 | ManagementAndGeneralAmt |
| Fundraising | $100,428 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,563,639 | TotalAmt |
| Program Services | $13,799,919 | ProgramServicesAmt |
| Management And General | $3,199,426 | ManagementAndGeneralAmt |
| Fundraising | $564,294 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $945,665 | TotalAmt |
| Program Services | $240,783 | ProgramServicesAmt |
| Management And General | $695,200 | ManagementAndGeneralAmt |
| Fundraising | $9,682 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,498,946 | TotalAmt |
| Program Services | $1,173,909 | ProgramServicesAmt |
| Management And General | $288,595 | ManagementAndGeneralAmt |
| Fundraising | $36,442 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $967,494 | TotalAmt |
| Program Services | $780,735 | ProgramServicesAmt |
| Management And General | $145,625 | ManagementAndGeneralAmt |
| Fundraising | $41,134 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $909,302 | TotalAmt |
| Program Services | $889,995 | ProgramServicesAmt |
| Management And General | $19,307 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $605,884 | TotalAmt |
| Program Services | $159,162 | ProgramServicesAmt |
| Management And General | $446,722 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $125,990 | TotalAmt |
| Management And General | $125,990 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,431,716 | TotalAmt |
| Program Services | $1,027,394 | ProgramServicesAmt |
| Management And General | $374,116 | ManagementAndGeneralAmt |
| Fundraising | $30,206 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $40,726 | TotalAmt |
| Program Services | $39,506 | ProgramServicesAmt |
| Management And General | $1,220 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $974,986 | TotalAmt |
| Program Services | $36,367 | ProgramServicesAmt |
| Management And General | $927,810 | ManagementAndGeneralAmt |
| Fundraising | $10,809 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,929,483 | TotalAmt |
| Management And General | $4,929,483 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $184,383 | TotalAmt |
| Program Services | $183,447 | ProgramServicesAmt |
| Management And General | $936 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $33,909 | TotalAmt |
| Management And General | $32,346 | ManagementAndGeneralAmt |
| Fundraising | $1,563 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,303,034 | TotalAmt |
| Management And General | $2,303,034 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $239,871 | TotalAmt |
| Program Services | $34,275 | ProgramServicesAmt |
| Management And General | $201,684 | ManagementAndGeneralAmt |
| Fundraising | $3,912 | FundraisingAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt | Program ServicesProgramServicesAmt |
|---|---|---|---|---|
| BAD DEBT | $3,826,320 | $3,821,320 | $5,000 | |
| SUPPLIES | $3,300,439 | $47,835 | $66,654 | $3,185,950 |
| MISCELLANEOUS | $11,544 | $1,544 | $10,000 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $43,019,132 | TotalAmt |
| Program Services | $24,017,412 | ProgramServicesAmt |
| Management And General | $18,131,596 | ManagementAndGeneralAmt |
| Fundraising | $870,124 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,508,007 | BOYAmt |
| EOY | $4,193,558 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,081,947 | BOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,892,646 | BOYAmt |
| EOY | $11,902,757 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $28,293 | BOYAmt |
| EOY | $84,669 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $364,332 | BOYAmt |
| EOY | $457,281 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $61,972,672 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $26,501,552 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $31,467,639 | BOYAmt |
| EOY | $35,471,120 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $48,286,499 | BOYAmt |
| EOY | $40,281,879 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $5,000,000 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,974,476 | BOYAmt |
| EOY | $4,007,934 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $118,603,839 | BOYAmt |
| EOY | $101,399,198 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,150,176 | BOYAmt |
| EOY | $6,445,690 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,689,099 | BOYAmt |
| EOY | $2,323,373 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,076,675 | BOYAmt |
| EOY | $2,000,000 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,467,337 | BOYAmt |
| EOY | $12,631,358 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $23,383,287 | BOYAmt |
| EOY | $23,400,421 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $67,361,554 | BOYAmt |
| EOY | $55,297,097 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $27,858,998 | BOYAmt |
| EOY | $22,701,680 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $95,220,552 | BOYAmt |
| EOY | $77,998,777 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $118,603,839 | BOYAmt |
| EOY | $101,399,198 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$20,546,338 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $3,895,326 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$570,763 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (true) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (true) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Medical Research Organization | Yes (X) | MedicalResearchOrganizationInd |
Hospital Name And Address HospitalNameAndAddressGrp
Supported Organization Name SupportedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHI ST LUKE'S EPISCOPAL HOSPITAL | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| City | HOUSTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
Art Public Exhibition Amounts ArtPublicExhibitionAmountsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Assets Included | $89,840 | AssetsIncludedAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collection Used Pub Exhibition | Yes (X) | CollectionUsedPubExhibitionInd |
| Solicited Assets Sale | false | SolicitedAssetsSaleInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Earnings Or Losses | $471,196 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $471,196 | OtherExpendituresAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Earnings Or Losses | $442,336 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $442,336 | OtherExpendituresAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Earnings Or Losses | $392,435 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $392,435 | OtherExpendituresAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $54,122 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $963,722 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,017,844 | OtherExpendituresAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $120,649 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $7,593 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $74,120 | OtherExpendituresAmt |
| End Year Balance | $54,122 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $45,461,334 | OtherCostOrOtherBasisAmt |
| Depreciation | $13,533,363 | DepreciationAmt |
| Book Value | $31,927,971 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $15,076,583 | OtherCostOrOtherBasisAmt |
| Depreciation | $12,631,774 | DepreciationAmt |
| Book Value | $2,444,809 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,434,755 | OtherCostOrOtherBasisAmt |
| Depreciation | $336,415 | DepreciationAmt |
| Book Value | $1,098,340 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $35,471,120 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (4 entries)
| DescDesc | AmtAmt |
|---|---|
| ST INVESTMENT - RESTRICTED | $4,372,848 |
| LONG-TERM PENSION OBLIGATION | $4,261,020 |
| BANK OVERDRAFT | $2,824,087 |
| EQUIPMENT LEASE OBLIGATION | $1,173,403 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $12,631,358 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $26,368,120 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $3,895,326 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $3,895,326 | RevenueNotReportedAmt |
| Revenue Subtotal | $22,472,794 | RevenueSubtotalAmt |
| Total Revenue Per Form990 | $22,472,794 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $43,585,689 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $566,557 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $566,557 | ExpensesNotReportedAmt |
| Expenses Subtotal | $43,019,132 | ExpensesSubtotalAmt |
| Total Expenses Per Form990 | $43,019,132 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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 |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (14 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt |
|---|---|---|---|---|---|
| DENTON A COOLEY MD | |||||
| PRESIDENT EMERITUS | $497,001 | $6,988 | $26,001 | $529,990 | |
| MARC C MATTSSON | |||||
| CEO | $422,997 | $7,650 | $25,215 | $475,684 | $19,822 |
| DEBORAH E MEYERS | |||||
| DIR CARDIAC TRANSPLT | $484,968 | $7,350 | $21,922 | $514,240 | |
| DORIS A TAYLOR | |||||
| DIR REGENERATIVE | $447,264 | $6,750 | $18,933 | $472,947 | |
| RICHARD A DIXON | |||||
| DIR RESEARCH LAB | $414,571 | $7,650 | $22,541 | $444,762 | |
| MICHAEL G MCGEE | |||||
| VP RESEARCH ADMIN | $185,265 | $5,824 | $25,386 | $219,145 | $2,670 |
| MARIANNE MALLIA | |||||
| MGR SR SCIEN MED WTR | $165,492 | $5,107 | $15,152 | $193,675 | $7,924 |
| PETER VANDERSLICE | |||||
| ASSOCIATE DIRECTOR | $164,785 | $5,099 | $17,508 | $187,392 | |
| RONALD J BIEDIGER | |||||
| ASSOCIATE DIRECTOR | $160,697 | $5,099 | $22,767 | $188,563 | |
| MACARTHUR A ELAYDA | |||||
| VP BIOSTATS & EPIDEM | $148,077 | $4,627 | $22,538 | $179,509 | $4,267 |
| CHU-HUANG M CHEN | |||||
| DIR VASCULAR & MED | $78,629 | $1,177 | $9,829 | $157,040 | $67,405 |
| FRANK L MICHEL | |||||
| DIR PUBLIC AFFAIRS | $144,782 | $2,250 | $18,439 | $165,471 | |
| CHIEU T NGUYEN | |||||
| DIR FINANCE | $130,234 | $3,819 | $22,918 | $156,971 | |
| DARREN G WOODSIDE | |||||
| ASST DIRECTOR MCRL | $123,357 | $3,897 | $22,276 | $153,057 | $3,527 |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (2 entries)
| Relationship DescriptionRelationshipDescriptionTxt | TransactionTransactionAmt | TransactionTransactionDesc | Sharing Of RevenuesSharingOfRevenuesInd |
|---|---|---|---|
| PORTER & HEDGES LLP | |||
| TRUSTEE | $474,783 | LEGAL SERVICES | false |
| FAYEZ SAROFIM CO | |||
| TRUSTEE | $266,493 | INVESTMENT ADVISORY | false |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE L, PART V | FormAndLineReferenceDesc |
| Explanation | 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. | ExplanationTxt |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 4 | ContributionCnt |
| Noncash Contributions Rpt F990 | $15,018 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Desc | SUPPORT SVCS. | Desc |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $1,455,303 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | false | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | false | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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 |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (4 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Direct Controlling NADirectControllingNACd | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | false | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (true) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | Yes (true) | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | Yes (true) | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | false | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (true) | SharingOfFacilitiesInd |
| Paid Employees Sharing | false | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (true) | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (7 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| THI AFFILATES | ||
| S | $142,238 | ACTUAL |
| CARDIOPULMONARY PERFUSION ASSOCIATE | ||
| D | $2,322,011 | ACTUAL |
| TEXAS HEART INSTITUTE FOUNDATION | ||
| D | $1,065,777 | ACTUAL |
| TEXAS HEART INSTITUTE FOUNDATION | ||
| E | $381,031 | ACTUAL |
| CHI ST LUKE'S EPISCOPAL HOSPITAL | ||
| C | $3,308,144 | ACTUAL |
| CHI ST LUKE'S EPISCOPAL HOSPITAL | ||
| N | $1,455,303 | ACTUAL |
| CHI ST LUKE'S EPISCOPAL HOSPITAL | ||
| D | $1,177 | ACTUAL |