2011-11-15T13:07:40-06:00 2010-12-31 UHY ADVISORS TX LLC 12 GREENWAY PLAZA SUITE 200 HOUSTON TX 77046 990 2010-01-01 746053200 TEXAS HEART INSTITUTE TEXA 8323554011 PO BOX 20345 HOUSTON TX 772250345 MARC MATTSSON 8323554011 2011-11-15 1 RICHARD DYO 7139601706 2010 2016-02-24 21:20:13Z MARC MATTSSON PO BOX 20345 HOUSTON TX 772250345 46354338 0 X TEXASHEARTINSTITUTE.ORG X 1962 TX CARDIOVASCULAR RESEARCH AND EDUCATION 50 50 230 1 17956 0 22746683 31847528 5840813 9178208 -314854 1892487 46576 17956 28319218 42936179 0 0 0 0 16995119 22162213 0 0 1794608 14388615 15857844 31383734 38020057 -3064516 4916122 124511625 130312787 21085535 17052723 103426090 113260064 X THE ORGANIZATION'S MISSION IS 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. 0 0 19226134 8608549 MEDICAL RESEARCHVISIONARY 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 2010. DISCOVERY OF NEW KNOWLEDGE MAKES ADVANCES POSSIBLE AS WE WORK TO CONQUER CARDIOVASCULAR DISEASE. 3452384 483498 EDUCATIONTHE 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. 20408 86161 PATIENT ASSISTANCEMAINTAINING 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-RANKED INSTITUTIONS INCLUDE MAYO CLINIC, DUKE UNIVERSITY MEDICAL CENTER AND THE CLEVELAND CLINIC. 22698926 1 1 0 0 0 0 0 1 0 1 1 0 0 1 1 0 1 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 1 1 0 0 0 0 1 0 0 0 0 1 2 0 1 230 1 1 1 0 0 0 0 0 0 0 0 0 X 50 50 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 X MARC MATTSON 8323554994 TEXAS MEDICAL CENTER MC 3-117 PO HOUSTON TX 772250345 MEREDITH J LONG 5.00 X 0 0 0 BOBBY S SHACKOULS 5.00 X 0 0 0 ISAAC ARNOLD JR 5.00 X 0 0 0 JAMES T WILLERSON MD 5.00 X 0 0 0 DAVID CARMICHAEL 5.00 X 0 0 0 ROBERT CIZIK 5.00 X 0 0 0 MORTON A COHN 5.00 X 0 0 0 JAMES L DANIEL JR 5.00 X 0 0 0 JACK N DOHERTY 5.00 X 0 0 0 JOHN H DUNCAN 5.00 X 0 0 0 JAN E DUNCAN 5.00 X 0 0 0 ALFRED C GLASSELL III 5.00 X 0 0 0 DONALD L EVANS 5.00 X 0 0 0 TILMAN J FERTITTA 5.00 X 0 0 0 JOSEPH D JAMAIL 5.00 X 0 0 0 JODIE LEE JILES 5.00 X 0 0 0 ELYSE LANIER 5.00 X 0 0 0 RODNEY MARGOLIS 5.00 X 0 0 0 FRANCES MARZIO 5.00 X 0 0 0 S REED MORIAN 5.00 X 0 0 0 T WILLIAM PORTER 5.00 X 0 0 0 DAVID M GRIMES 5.00 X 0 0 0 FAYEZ SAROFIM 5.00 X 0 0 0 EDWARD B SINGLETON MD 5.00 X 0 0 0 ROLAND E SLEDGE 5.00 X 0 0 0 WILLIAM M HITCHCOCK 5.00 X 0 0 0 WALLACE S WILSON 5.00 X 0 0 0 TONY VALLONE 5.00 X 0 0 0 MARGARET ALKEK WILLIAMS 5.00 X 0 0 0 JOHN H YOUNG 5.00 X 0 0 0 EGEMEN TUZUN 40.00 X 0 0 0 GIL COSTAS 40.00 X 0 0 0 CHARLES C BUTT 5.00 X 0 0 0 BARBARA R HURWITZ 5.00 X 0 0 0 KELLI KICKERILLO 5.00 X 0 0 0 R BRUCE LABOON 5.00 X 0 0 0 MICHAEL C LINN 5.00 X 0 0 0 STEVEN L MILLER 5.00 X 0 0 0 THOMAS A ROUPE 5.00 X 0 0 0 CHRISTOPHER B SAROFIM 5.00 X 0 0 0 SUZANNE R TAYLOR 40.00 X 0 0 0 KATHLEEN VERSHAVE 40.00 X 0 0 0 PETER CONEWAY 5.00 X 0 0 0 JULIUS GLICKMAN 5.00 X 0 0 0 HENRY HAMMAN 5.00 X 0 0 0 FRANK J HEVRDEJS 5.00 X 0 0 0 KAY HOLMES 5.00 X 0 0 0 LINDSAY HOLSTEAD 5.00 X 0 0 0 HOWARD W HORNE SR 5.00 X 0 0 0 LARRY R KAISER 5.00 X 0 0 0 MORT TOPFER 5.00 X 0 0 0 FRED ZEIDMAN 5.00 X 0 0 0 LE SIMMONS 5.00 X 0 0 0 DAN TUTCHER 5.00 X 0 0 0 CHIEU T NGUYEN 40.00 X 0 0 0 ELIZABETH W JONES 40.00 X 0 0 0 DARREN G WOODSIDE 40.00 X 0 0 0 STEVEN M PARNIS 40.00 X 0 0 0 THOMAS B RIVERS 40.00 X 0 0 0 MARCIA N STRAUSS 40.00 X 0 0 0 MAURICE A BREWER 40.00 X 0 0 0 DEIRDRE SMITH 40.00 X 0 0 0 CHRISTOPHER L LABLEU 40.00 X 0 0 0 DENTON A COOLEY MD 40.00 X X 497537 0 45633 MARC C MATTSSON 40.00 X X 421303 0 59131 IRENE S HELSINGER 40.00 X X 533588 0 49855 RICHARD A DIXON 40.00 X 393102 0 29217 MICHAEL G MCGEE 40.00 X 183582 0 52950 CHU-HUANG M CHEN 40.00 X X 162677 0 17941 PETER VANDERSLICE 40.00 X 157228 0 27672 RONALD J BEIDIGER 40.00 X 157846 0 28770 MARIANNE MALLIA 40.00 X 168315 0 37680 MACARTHUR A ELAYDA 40.00 X 146026 0 40070 FRANK L MICHEL 40.00 X 134387 0 21568 MEREDITH M MONTGOMERY 40.00 X 131614 0 30450 CHRISTINE N PARKER 40.00 X 130696 0 30217 DENA P HOUCHIN 40.00 X 124879 0 36406 3342780 0 507560 25 0 1 0 BAYLOR FINANCE DEPT OF FINANCE HOUSTON TX 772161361 PHYSICIAN SALARY REIMBURSEMENT 713949 UNIVERSITY OF TEXAS HEALTH 6431 FANNIN STREET STE 6230 HOUSTON TX 77030 RESEARCH PERSONNEL 624942 UNIVERSITY OF HOUSTON TREASURERS OFFICE HOUSTON TX 770010988 RESEARCH SERVICES 549817 DOW JONES & COMPANY PO BOX 4137 NEW YORK NY 102614137 ADVERTISING 543671 ALLEN PRESS INC PO BOX 621 LAWRENCE KS 66044 PRINT SERVICES 536192 25 300000 31547528 1133633 31847528 RESEARCH CONTRACTS 900099 8608549 8608549 REGISTRATION 900099 427900 427900 PROFESSIONAL SERVICES 900099 86161 86161 MEDICAL PUBS AND VIDEO 511190 55598 55598 9178208 2057130 2057130 3253516 3418159 -164643 -164643 -164643 THI JOURNAL ADVERTISIN 541800 17956 17956 17956 42936179 9178208 17956 1892487 3850340 1367302 2483038 14290053 10442343 2716640 1131070 1629041 1203925 382612 42504 1533029 1239283 185297 108449 859750 657303 133944 68503 923310 870981 30537 21792 194256 95246 21572 77438 160264 160264 196643 33532 163111 1780242 1450264 136045 193933 1393615 1384055 9255 305 902651 889655 12996 3543531 3543531 258969 220601 31535 6833 269796 269796 1605259 1605259 228799 5783 215416 7600 SUPPLIES 4299483 3714504 461794 123185 BAD DEBT RESERVE 101026 13804 87222 0 38020057 22698926 13526523 1794608 2527657 2233607 27061759 17903864 16284098 27485997 73392 3807 465189 446263 45306646 18787312 27492199 26519334 40816326 43550684 9791005 12169231 124511625 130312787 1719162 2561168 3181041 3090416 5027273 4722868 11158059 6678271 21085535 17052723 X 70111047 75574473 33315043 37685591 103426090 113260064 124511625 130312787 X 4916122 4917852 X X 0 1 1 X 1 1 X ST LUKE'S EPISCOPAL HOSPITAL HOUSTON TX RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 81340 X 0 54122 963722 1017844 120649 7593 74120 54122 1136376 -958185 57542 120649 1.00000 0 0 34964477 8094538 26869939 9938703 10374640 -435937 403466 318134 85332 26519334 CAPITAL LEASE RECEIVABLE FROM THE UNIVERSITY OF TEXAS SYSTEM 6129446 RECEIVABLE FROM CPPA 2299259 RECEIVABLE FROM THIA 122930 RECEIVABLE FROM THI FOUNDATION 1065777 RECEIVABLE FROM ST. LUKES 2551819 12169231 LONG-TERM PENSION OBLIGATION 3614293 PAYABLE TO ST. LUKES 2658484 PAYABLE TO THI FOUNDATION 405494 6678271 42936179 38020057 4916122 4918208 -356 4917852 9833974 47854387 4918208 4918208 42936179 0 42936179 0 0 0 0 0 PART III, LINE 4: THE WALLACE D. WILSON MUSEUM COVERS THE DEVELOPMENT OF ALL KEY SUPPORTING SERVICES AT THE INSTITUTE, AND DEMONSTRATES THE ADVANCES IN TECHNOLOGY ACHIEVED OVER THE YEARS. VISITORS HAVE ACCESS TO A VIDEO PERSPECTIVE ON THE INSTITUTE 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 DEVLOPMENT OF THE NEW MUSEUM. IN THE SAME AREA, VISITORS SEE THE CELBRATION OF HEARTS ART EXHIBIT. DISTINGUISHED INDIVIDUALS WORLDWIDE HAVE CONTRIBUTED TO THIS PROJECT INITIATED BY HOUSTON CELEBRITY WARNER ROBERTS. ASTRONAUTS, ATHLETES, U.S. PRESIDENTS PAST AND PRESENT, ARTISTS, 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. DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: 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. X 0 0 0 0 0 0 0 0 0 DENTON A COOLEY MD 415613 0 0 0 81924 0 19968 0 25665 0 543170 0 0 0 MARC C MATTSSON 371903 0 0 0 49400 0 33105 0 26026 0 480434 0 0 0 IRENE S HELSINGER 202714 0 0 0 330874 0 31956 0 17899 0 583443 0 0 0 RICHARD A DIXON 354737 0 0 0 38365 0 16043 0 13174 0 422319 0 0 0 MICHAEL G MCGEE 164393 0 0 0 19189 0 25968 0 26982 0 236532 0 0 0 CHU-HUANG M CHEN 151331 0 0 0 11346 0 8153 0 9788 0 180618 0 0 0 PETER VANDERSLICE 143695 0 0 0 13533 0 10770 0 16902 0 184900 0 0 0 RONALD J BEIDIGER 142266 0 0 0 15580 0 10770 0 18000 0 186616 0 0 0 MARIANNE MALLIA 128712 0 0 0 39603 0 23475 0 14205 0 205995 0 0 0 MACARTHUR A ELAYDA 146026 0 0 0 0 0 40070 0 0 0 186096 0 0 0 FRANK L MICHEL 134387 0 0 0 0 0 21568 0 0 0 155955 0 0 0 MEREDITH M MONTGOMERY 131614 0 0 0 0 0 30450 0 0 0 162064 0 0 0 CHRISTINE N PARKER 130696 0 0 0 0 0 30217 0 0 0 160913 0 0 0 DENA P HOUCHIN 124879 0 0 0 0 0 36406 0 0 0 161285 0 0 0 WILLIAM T PORTER TRUSTEE 77000 WILLIAM T. PORTER IS A PARTNER AT A LAW FIRM THAT PROVIDES LEGAL SERVICES TO THE ORGANIZATION. 0 FAYEZ SAROFIM TRUSTEE 164000 FAYEZ SAROFIM IS AN OWNER OF AN INVESTMENT FIRM THAT PROVIDES INVESTMENT ADVISORY SERVICES TO THE ORGANIZATION. 0 X 4 1133633 FAIR MARKET VALUE 0 0 0 FORM 990, PART VI, SECTION B, LINE 11 CEO, COO, AND PRESIDENT REVIEW THE FORM 990 ONCE COMPLETED. THEY REVIEW FOR ACCURACY PRIOR TO EXECUTION OF THE DOCUMENT. FORM 990, PART VI, SECTION B, 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. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION DOES NOT MAKE ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICIES, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED GAINS ON INVESTMENTS: 4,918,208. PRIOR PERIOD ADJUSTMENTS: -356. TOTAL TO FORM 990, PART XI, LINE 5: 4,917,852. FORM 990, PART XI, LINE 2C: THE ORGANIZATION DID NOT CHANGE ITS PROCESS FROM THE PRIOR YEAR. CARDIOPULMONARY PERFUSION ASSOCIATES INC PO BOX 20345 HOUSTON TX 77225 760313066 CARDIOVASCULAR RESEARCH AND EDUCATION TX LINE 11, I 501(C)3 N/A 0 THI AFFILIATES PO BOX 20345 HOUSTON TX 77225 760314903 CARDIOVASCULAR RESEARCH AND EDUCATION TX LINE 11, I 501(C)3 N/A 0 TEXAS HEART INSTITUTE FOUNDATION PO BOX 20345 HOUSTON TX 77225 760080297 CARDIOVASCULAR RESEARCH AND EDUCATION TX LINE 11, I 501(C)3 N/A 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 TEXAS HEART INSTITUTE AFFILIATES D 122930 TEXAS HEART INSTITUTE FOUNDATION D 1065777 TEXAS HEART INSTITUTE AFFILIATES C 300000 CARDIOPULMONARY PERFUSION ASSOCIATES INC D 2299259 TEXAS HEART INSTITUTE FOUNDATION E 405494