TEXAS HEART INSTITUTE: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- TEXAS HEART INSTITUTE (EIN 74-6053200)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-11-15
- IRS object ID
- 201223209349304142
- Schema version
- 2011v1.2
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-11-15T13:27:19-06:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MCCONNELL & JONES LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| 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 | ReturnType |
| Tax Period Begin Date | 2011-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 746053200 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TEXAS HEART INSTITUTE | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | TEXA | NameControl |
| Phone | 8323554011 | Phone |
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 |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | MARC MATTSSON | Name |
| Title | CEO | Title |
| Phone | 8323554011 | Phone |
| Date Signed | 2012-11-05 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | THOMAS JONES JR | Name |
| Phone | 7139681600 | Phone |
| Date Prepared | 2012-11-15 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | MARC MATTSSON | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| 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 | 34173910 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | TEXASHEARTINSTITUTE.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1962 | YearFormation |
| State Legal Domicile | TX | StateLegalDomicile |
| Activity Or Mission Description | 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. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 46 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 45 | NbrIndependentVotingMembers |
| Total Nbr Employees | 244 | TotalNbrEmployees |
| Total Nbr Volunteers | 1 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Contributions Grants Prior Year | 31847528 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 29374213 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 9178208 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 567355 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 1892487 | InvestmentIncomePriorYear |
| Investment Income Current Year | 1973272 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 17956 | OtherRevenuePriorYear |
| Other Revenue Current Year | 0 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 42936179 | TotalRevenuePriorYear |
| Total Revenue Current Year | 31914840 | TotalRevenueCurrentYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 22162213 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 23317667 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 1349057 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 15857844 | OtherExpensePriorYear |
| Other Expenses Current Year | 16068562 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 38020057 | TotalExpensesPriorYear |
| Total Expenses Current Year | 39386229 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 4916122 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -7471389 | RevenuesLessExpensesCY |
| Total Assets BOY | 130312787 | TotalAssetsBOY |
| Total Assets EOY | 129364418 | TotalAssetsEOY |
| Total Liabilities BOY | 17052723 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 25030829 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 113260064 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 104333589 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | 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. | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 21924782 | Expense |
| Revenue | 13582955 | Revenue |
| Description | 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. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 3679668 | Expense |
| Revenue | 1327679 | Revenue |
| Description | 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. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 26401 | Expense |
| Revenue | 2815272 | Revenue |
| Description | PATIENT ASSISTANCE - MAINTAINING A STANDARD OF EXCELLENCE FOR 20 CONSECUTIVE YEARS. THE TEXAS HEART INSTITUTE AT 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. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 25630851 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | true | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | false | LobbyingActivities |
| Subject To Proxy Tax | false | SubjectToProxyTax |
| Donor Advised Funds | false | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | true | CollectionsOfArt |
| Credit Counseling | false | CreditCounseling |
| Term Or Permanent Endowments | true | TermOrPermanentEndowments |
| Report Land Bldg Equip | true | ReportLandBldgEquip |
| Report Invest Oth Securities | false | ReportInvestOthSecurities |
| Report Prog Rel Invest | false | ReportProgRelInvest |
| Report Other Assets | false | ReportOtherAssets |
| Report Other Liabilities | true | ReportOtherLiabilities |
| Report Fin48 Footnote | false | ReportFin48Footnote |
| Independent Audit Financial Stmt | false | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | true | ConsolidatedAuditFinancialStmt |
| School | false | School |
| Foreign Office | false | ForeignOffice |
| Foreign Activities | false | ForeignActivities |
| More Than5000 K To Organizations | false | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividuals |
| Professional Fundraising | false | ProfessionalFundraising |
| Fundraising Activities | false | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | false | Hospital |
| Grants To Organizations | false | GrantsToOrganizations |
| Grants To Individuals | false | GrantsToIndividuals |
| Schedule J Required | true | ScheduleJRequired |
| Tax Exempt Bonds | false | TaxExemptBonds |
| Excess Benefit Transaction | false | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | false | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | false | LoanToOfficerOrDQP |
| Grant To Related Person | false | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | false | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | false | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | true | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | false | DeductibleNonCashContributions |
| Deductible Contributions Of Art | false | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | false | DisregardedEntity |
| Related Entity | true | RelatedEntity |
| Related Org Controlled Entity | false | RelatedOrgControlledEntity |
| Transaction Related Entity | false | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | false | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 0 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | true | ComplianceWithBackupWitholding |
| Number Of Employees | 244 | NumberOfEmployees |
| Employment Tax Returns Filed | true | EmploymentTaxReturnsFiled |
| Unrelated Business Income | false | UnrelatedBusinessIncome |
| Foreign Financial Account | false | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Non Deductible Contributions | false | NonDeductibleContributions |
| Indoor Tanning Services | false | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 46 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 45 | NumberIndependentVotingMembers |
| Family Or Business Relationship | false | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | false | DelegationOfManagementDuties |
| Changes To Organizing Docs | false | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuse |
| Members Or Stockholders | false | MembersOrStockholders |
| Election Of Board Members | false | ElectionOfBoardMembers |
| Decisions Subject To Approval | false | DecisionsSubjectToApproval |
| Minutes Of Governing Body | true | MinutesOfGoverningBody |
| Minutes Of Committees | true | MinutesOfCommittees |
| Officer Mailing Address | false | OfficerMailingAddress |
| Local Chapters | false | LocalChapters |
| Form990 Provided To Governing Body | true | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | true | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | true | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | true | RegularMonitoringEnforcement |
| Whistleblower Policy | true | WhistleblowerPolicy |
| Document Retention Policy | true | DocumentRetentionPolicy |
| Compensation Process CEO | true | CompensationProcessCEO |
| Compensation Process Other | true | CompensationProcessOther |
| Investment In Joint Venture | false | InvestmentInJointVenture |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | MARC MATTSON | NamePerson |
| Telephone Number | 8323554994 | TelephoneNumber |
Address US AddressUS
| 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 Form990PartVIISectionA (60 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Key EmployeeKeyEmployee | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|---|
| DENTON A COOLEY MD | ||||||||
| PRESIDENT-EM | 40.00 | X | X | 498016 | 0 | 31816 | ||
| ISAAC ARNOLD JR | ||||||||
| CHAIRMAN EME | 5.00 | X | 0 | 0 | 0 | |||
| MEREDITH J LONG | ||||||||
| CHAIRMAN | 5.00 | X | 0 | 0 | 0 | |||
| BOBBY S SHACKOULS | ||||||||
| VICE CHAIRMA | 5.00 | X | 0 | 0 | 0 | |||
| DAVID M CARMICHAEL | ||||||||
| TRUSTEE | 5.00 | X | 0 | 0 | 0 | |||
| ROBERT CIZIK | ||||||||
| 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 | |||
| JAMES L DANIEL JR | ||||||||
| TRUSTEE | 5.00 | X | 0 | 0 | 0 | |||
| JAN E DUNCAN | ||||||||
| TRUSTEE | 5.00 | X | 0 | 0 | 0 | |||
| JOHN H DUNCAN | ||||||||
| 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 | ||||||||
| TRUSTEE | 5.00 | 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 | |||
| MICHAEL C LINN | ||||||||
| 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 | |||
| STEVEN L MILLER | ||||||||
| 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 | ||||||||
| TRUSTEE | 5.00 | X | 0 | 0 | 0 | |||
| MARC C MATTSSON | ||||||||
| CEO | 40.00 | X | 439153 | 0 | 31177 | |||
| IRENE S HELSINGER | ||||||||
| EVP & COO | 40.00 | X | 363567 | 0 | 0 | |||
| RICHARD A DIXON | ||||||||
| DIRECTOR RES | 40.00 | 412053 | 0 | 23768 | X | |||
| MICHAEL G MCGEE | ||||||||
| VP RESEARCH | 40.00 | 188792 | 0 | 29321 | X | |||
| MARIANNE MALLIA | ||||||||
| MGR SR SCIEN | 40.00 | 171405 | 0 | 18948 | X | |||
| PETER VANDERSLICE | ||||||||
| ASSOCIATE DI | 40.00 | 168065 | 0 | 21613 | X | |||
| CHU-HUANG M CHEN | ||||||||
| DIR VASCULAR | 40.00 | 163069 | 0 | 12196 | X | |||
| RONALD J BIEDIGER | ||||||||
| ASSOCIATE DI | 40.00 | 157288 | 0 | 24894 | X | |||
| MACARTHUR A ELAYDA | ||||||||
| VP BIOSTATS | 40.00 | 151045 | 0 | 21799 | X | |||
| FRANK L MICHEL | ||||||||
| DIR PUBLIC A | 40.00 | 144271 | 0 | 19321 | X | |||
| MEREDITH M MONTGOMERY | ||||||||
| SR DIR DEV & | 40.00 | 137841 | 0 | 18273 | X | |||
| CHIEU T NGUYEN | ||||||||
| DIR FINANCE | 40.00 | 126787 | 0 | 26331 | X | |||
| DENA P HOUCHIN | ||||||||
| ADMIN DIRECT | 40.00 | 125981 | 0 | 20703 | X | |||
| DARREN G WOODSIDE | ||||||||
| ASST DIRECTO | 40.00 | 119770 | 0 | 24170 | X | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 3367103 | TotalReportableCompFromOrg |
| Total Other Compensation | 324330 | TotalOtherCompensation |
| Number Individuals GT100 K | 15 | NumberIndividualsGT100K |
| Formers Listed | false | FormersListed |
| Total Comp GT150 K | true | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| BAYLOR FINANCE | |||||
| DEPT OF FINANCE | HOUSTON | TX | 772161361 | SALARY REIMB | 1356759 |
| UNIVERSITY OF HOUSTON | |||||
| TREASURERS OFFICE | HOUSTON | TX | 770010988 | RESEARCH SVCS | 924115 |
| UTHSC AT HOUSTON | |||||
| 7000 FANNIN STE 1200 | HOUSTON | TX | 77030 | SALARY REIMB | 675841 |
| ALLEN PRESS INC | |||||
| PO BOX 621 | LAWRENCE | KS | 66044 | PRINT SVCS | 532476 |
| UNIVERSITY OF TEXAS HEALTH | |||||
| 6431 FANNIN STREET STE 6230 | HOUSTON | TX | 77030 | RESEARCH PERSON | 522626 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 5 | NumberOfContractorsGT100K |
| Related Organizations | 4596443 | RelatedOrganizations |
| All Other Contributions | 24777770 | AllOtherContributions |
| Total Contributions | 29374213 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (5 entries)
| DescriptionDescription | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|
| REGISTRATION FEES | 468942 | 468942 |
| PROF SERV INVOME | 162146 | 162146 |
| PUBLICATIONS REVENUE | 36549 | 36549 |
| VEDEO CASSETTE SALES | 27344 | 27344 |
| OTHER REVENUE | 8677 | 8677 |
Total Oth Program Service Revenue TotalOthProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -136303 | TotalRevenueColumn |
| Related Or Exempt Function Income | -136303 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 567355 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1910500 | TotalRevenueColumn |
| Exclusion | $1,910,500 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 2321842 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 2259070 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 62772 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 62772 | TotalRevenueColumn |
| Exclusion | $62,772 | ExclusionAmount |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 31914840 | TotalRevenueColumn |
| Related Or Exempt Function Income | 567355 | RelatedOrExemptFunctionIncome |
| Exclusion | $1,973,272 | ExclusionAmount |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2712452 | Total |
| Program Services | 1300736 | ProgramServices |
| Management And General | 1411716 | ManagementAndGeneral |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 17152620 | Total |
| Program Services | 13304511 | ProgramServices |
| Management And General | 2973035 | ManagementAndGeneral |
| Fundraising | 875074 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1008540 | Total |
| Program Services | 856076 | ProgramServices |
| Management And General | 109306 | ManagementAndGeneral |
| Fundraising | 43158 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1523366 | Total |
| Program Services | 1254402 | ProgramServices |
| Management And General | 211581 | ManagementAndGeneral |
| Fundraising | 57383 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 920689 | Total |
| Program Services | 715651 | ProgramServices |
| Management And General | 144710 | ManagementAndGeneral |
| Fundraising | 60328 | Fundraising |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1228783 | Total |
| Program Services | 1186530 | ProgramServices |
| Management And General | 10380 | ManagementAndGeneral |
| Fundraising | 31873 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 129095 | Total |
| Program Services | 97971 | ProgramServices |
| Management And General | 25797 | ManagementAndGeneral |
| Fundraising | 5327 | Fundraising |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 140938 | Total |
| Management And General | 140938 | ManagementAndGeneral |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 223324 | Total |
| Program Services | 1144 | ProgramServices |
| Management And General | 222180 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2288897 | Total |
| Program Services | 1945167 | ProgramServices |
| Management And General | 289579 | ManagementAndGeneral |
| Fundraising | 54151 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1180810 | Total |
| Program Services | 1177819 | ProgramServices |
| Management And General | 2973 | ManagementAndGeneral |
| Fundraising | 18 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 279744 | Total |
| Program Services | -159140 | ProgramServices |
| Management And General | 419235 | ManagementAndGeneral |
| Fundraising | 19649 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3616085 | Total |
| Management And General | 3616085 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 308365 | Total |
| Program Services | 265515 | ProgramServices |
| Management And General | 39682 | ManagementAndGeneral |
| Fundraising | 3168 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 254073 | Total |
| Management And General | 254073 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1564165 | Total |
| Management And General | 1564165 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 307163 | Total |
| Program Services | 33526 | ProgramServices |
| Management And General | 269724 | ManagementAndGeneral |
| Fundraising | 3913 | Fundraising |
Other Expenses OtherExpenses (3 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| SUPPLIES | 4445833 | 3645766 | 605052 | 195015 |
| BAD DEBT | 100250 | 4140 | 96110 | |
| MISCELLANEOUS | 1037 | 1037 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 39386229 | Total |
| Program Services | 25630851 | ProgramServices |
| Management And General | 12406321 | ManagementAndGeneral |
| Fundraising | 1349057 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2233607 | BOY |
| EOY | 4232849 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 17903864 | BOY |
| EOY | 19612899 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 27485997 | BOY |
| EOY | 26321215 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3807 | BOY |
| EOY | 71535 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 446263 | BOY |
| EOY | 376691 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 52719521 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 22531879 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 26519334 | BOY |
| EOY | 30187642 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 43550684 | BOY |
| EOY | 44713950 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 12169231 | BOY |
| EOY | 3847637 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 130312787 | BOY |
| EOY | 129364418 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2561168 | BOY |
| EOY | 2943539 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3090416 | BOY |
| EOY | 2479899 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4722868 | BOY |
| EOY | 4402740 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6678271 | BOY |
| EOY | 15204651 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 17052723 | BOY |
| EOY | 25030829 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 75574473 | BOY |
| EOY | 73698132 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 37685591 | BOY |
| EOY | 30635457 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 113260064 | BOY |
| EOY | 104333589 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 130312787 | BOY |
| EOY | 129364418 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | -7471389 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -1455086 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
| Audit Committee | true | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | true | FederalGrantAuditRequired |
| Federal Grant Audit Performed | true | FederalGrantAuditPerformed |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Medical Research Org170b1 Aiii | X | MedicalResearchOrg170b1Aiii |
Hospital Name And Address HospitalNameAndAddress
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ST LUKE'S EPISCOPAL HOSPITAL | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| City | HOUSTON | City |
| State | TX | State |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Disclosed Orgs Legal Control | false | DisclosedOrgsLegalControl |
| Disclosed For Charitable Purposes | false | DisclosedForCharitablePurposes |
| Written Policy Monitoring | false | WrittenPolicyMonitoring |
| Sect170h Requirements Satisfied | false | Sect170hRequirementsSatisfied |
Art Public Exhibition Amts ArtPublicExhibitionAmts
| Field | Value | IRS element (for citing) |
|---|---|---|
| Assets In Part X | 89840 | AssetsInPartX |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collect Used For Public Exhibition | X | CollectUsedForPublicExhibition |
| Solicited Assets For Sale | false | SolicitedAssetsForSale |
| Agent Trustee Etc | false | AgentTrusteeEtc |
| Included On FS | false | IncludedOnFS |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Earnings Or Losses | 330795 | InvestmentEarningsOrLosses |
| Other Expenditures | 330795 | OtherExpenditures |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 54122 | BeginningOfYearBalance |
| Investment Earnings Or Losses | 963722 | InvestmentEarningsOrLosses |
| Other Expenditures | 1017844 | OtherExpenditures |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 120649 | BeginningOfYearBalance |
| Investment Earnings Or Losses | 7593 | InvestmentEarningsOrLosses |
| Other Expenditures | 74120 | OtherExpenditures |
| End Of Year Balance | 54122 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 1136376 | BeginningOfYearBalance |
| Investment Earnings Or Losses | -958185 | InvestmentEarningsOrLosses |
| Other Expenditures | 57542 | OtherExpenditures |
| End Of Year Balance | 120649 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Endowments Held By Unrelated Orgs | false | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | false | EndowmentsHeldByRelatedOrgs |
| Are Related Orgs Listed Schedule R | false | AreRelatedOrgsListedScheduleR |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 41544447 | OtherCostOrOtherBasis |
| Depreciation | 11146512 | Depreciation |
| Book Value | 30397935 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 10763083 | OtherCostOrOtherBasis |
| Depreciation | 11063241 | Depreciation |
| Book Value | -300158 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 411991 | OtherCostOrOtherBasis |
| Depreciation | 322126 | Depreciation |
| Book Value | 89865 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 30187642 | TotalOfBookValueLandBuildings |
Other Liabilities OtherLiabilities (4 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| PAYABLE TO ST LUKES | $9,486,015 |
| LONG-TERM PENSION OBLIGATION | $5,227,710 |
| EQUIPMENT LEASE OBLIGATION | $624,413 |
| INTERCOMPANY | -$133,487 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 15204651 | TotalOfAmounts |
| Total Revenue | 31914840 | TotalRevenue |
| Total Expenses | 39386229 | TotalExpenses |
| Excess Or Deficit For Year | -7471389 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 1618175 | NetUnrealizedGLOnInvestments |
| Other | -$1,886,727 | OtherAmount |
| Total Adjustments | -268552 | TotalAdjustments |
| Excess Or Deficit Per FS | -7739941 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 33533015 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 1618175 | NetUnrealizedGainsInvestments |
| Revenue Not Rptd F990 | 1618175 | RevenueNotRptdF990 |
| Revenue Subtotal | 31914840 | RevenueSubtotal |
| Total Revenue Per Form990 | 31914840 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 41272956 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 1886727 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 1886727 | ExpensesNotRptdF990 |
| Expenses Subtotal | 39386229 | ExpensesSubtotal |
| Total Expenses Per Form990 | 39386229 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (4 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| COLLECTIONS AND RELATION TO EXEMPT PURPOSE | 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. |
| INTENDED USES FOR ENDOWMENT FUNDS | 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. |
| RECONCILIATION OF CHANGES - OTHER | SCHEDULE D, PAGE 4, PART XI, LINE 8 | ADJUSTMENTS TO UNFUNDED PENSION LOSS -1,886,727 |
| EXPENSE AMOUNTS INCLUDED IN FINANCIALS - OTHER | SCHEDULE D, PAGE 4, PART XIII, LINE 2D | ADJUSTMENTS TO UNFUNDED PENSION LOSS 1,886,727 |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | false | SeverancePayment |
| Supplemental Nonqual Retire Plan | false | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | false | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | false | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | false | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | false | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | false | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | false | AnyNonFixedPayments |
| Initial Contract Exception | false | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (13 entries)
| Base Compensation Filing OrgBaseCompensationFilingOrg | Deferred Comp Filing OrgDeferredCompFilingOrg | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Total Compensation Filing OrgTotalCompensationFilingOrg | Other Compensation Filing OrgOtherCompensationFilingOrg |
|---|---|---|---|---|
| DENTON A COOLEY MD | ||||
| 498016 | 7000 | 24816 | 529832 | |
| MARC C MATTSSON | ||||
| 421090 | 7350 | 23827 | 470330 | 18063 |
| IRENE S HELSINGER | ||||
| 363567 | 363567 | |||
| RICHARD A DIXON | ||||
| 412053 | 7350 | 16418 | 435821 | |
| MICHAEL G MCGEE | ||||
| 184922 | 5790 | 23531 | 218113 | 3870 |
| MARIANNE MALLIA | ||||
| 163585 | 5093 | 13855 | 190353 | 7820 |
| PETER VANDERSLICE | ||||
| 163332 | 5076 | 16537 | 189678 | 4733 |
| CHU-HUANG M CHEN | ||||
| 163069 | 2448 | 9748 | 175265 | |
| RONALD J BIEDIGER | ||||
| 157288 | 5076 | 19818 | 182182 | |
| MACARTHUR A ELAYDA | ||||
| 147937 | 4603 | 17196 | 172844 | 3108 |
| FRANK L MICHEL | ||||
| 144271 | 2224 | 17097 | 163592 | |
| MEREDITH M MONTGOMERY | ||||
| 137841 | 2175 | 16098 | 156114 | |
| CHIEU T NGUYEN | ||||
| 121592 | 3802 | 22529 | 153118 | 5195 |
Schedule L IRS990ScheduleL
Form990 Schedule L Part IV Form990ScheduleLPartIV (2 entries)
| RelationshipRelationship | Amount Of TransactionAmountOfTransaction | Description Of TransactionDescriptionOfTransaction | Sharing Of RevenuesSharingOfRevenues |
|---|---|---|---|
| T WILLIAM PORTER | |||
| TRUSTEE | 6310 | LEGAL SERVICES | false |
| FAYEZ SAROFIM | |||
| TRUSTEE | 45113 | INVESTMENT ADVISORY | false |
Form990 Schedule L Part V Form990ScheduleLPartV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | ADDITIONAL INFORMATION | Identifier |
| Return Reference | SCHEDULE L PART V | ReturnReference |
| 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 | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (7 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| ORGANIZATION'S MISSION | 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. |
| ORGANIZATION'S PROCESS USED TO REVIEW FORM 990 | FORM 990, PAGE 6, PART VI, LINE 11B | CEO, COO, AND PRESIDENT REVIEW THE FORM 990 ONCE COMPLETED. THEY REVIEW FOR ACCURACY PRIOR TO EXECUTION OF THE DOCUMENT. |
| ENFORCEMENT OF CONFLICTS POLICY | FORM 990, PAGE 6, PART VI, LINE 12C | ANNUAL CONFLICT OF INTEREST POLICY IS DELIVERED TO EACH EMPLOYEE FOR A SELF AUDIT. REGULAR COMMUNICATIONS FROM MANAGEMENT IS REINFORCED OF THIS POLICY THROUGHOUT THE YEAR THROUGH WEEKLY AND MONTHLY PERFORMANCE REVIEW MEETINGS. |
| COMPENSATION PROCESS FOR TOP OFFICIAL | FORM 990, PAGE 6, PART VI, LINE 15A | APPROVAL BY THE BOARD. |
| COMPENSATION PROCESS FOR OFFICERS | FORM 990, PAGE 6, PART VI, LINE 15B | APPROVAL BY THE BOARD. |
| GOVERNING DOCUMENTS DISCLOSURE EXPLANATION | 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. |
| OTHER CHANGES IN NET ASSETS EXPLANATION | FORM 990, PART XI, LINE 5 | PRIOR YEAR ADJUSTMENTS. ADJUSTMENT TO UNFUNDED PENSION LOSS. NET UNREALIZED GAIN ON INVESTMENTS. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII (3 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Public Charity StatusPublicCharityStatus | Direct Controlling Entity NADirectControllingEntityNA | Controlled OrgControlledOrg |
|---|---|---|---|---|---|---|---|---|---|---|
| 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | false | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | false | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | true | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | true | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | true | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | false | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | false | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | false | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | false | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | false | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | false | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | false | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | false | SharingOfFacilities |
| Sharing Of Paid Employees | false | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | false | OtherTransferToOtherOrg |
| Other Transfer From Other Org | false | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (5 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved | Method Of Amt DeterminationMethodOfAmtDetermination |
|---|---|---|
| THI AFFILATES | ||
| C | 349000 | ACTUAL |
| THI AFFILATES | ||
| D | 895360 | ACTUAL |
| CARDIOPULMONARY PERFUSION ASSOCIATE | ||
| D | 3173544 | ACTUAL |
| TEXAS HEART INSTITUTE FOUNDATION | ||
| D | 133487 | ACTUAL |
| TEXAS HEART INSTITUTE FOUNDATION | ||
| E | 205342 | ACTUAL |