TEXAS HEART INSTITUTE: Form 990, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- TEXAS HEART INSTITUTE (EIN 74-6053200)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-11-12
- IRS object ID
- 202113169349306276
- Schema version
- 2020v4.0
- 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 I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-11-12T10:27:35-08:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 760269860 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Blazek & Vetterling | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2900 Weslayan Suite 200 | AddressLine1Txt |
| City | Houston | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77027 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | 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 | BusinessNameLine1Txt |
| 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 | AddressLine1Txt |
| City | Houston | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77225 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Howard Schramm | PersonNm |
| Person Title | CAO | PersonTitleTxt |
| Signature | 2021-11-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Howard | PersonFirstNm |
| Person Last | Schramm | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Barbara Murphy | PreparerPersonNm |
| PTIN | P01386215 | PTIN |
| Phone | 7134395739 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Federated Assurance Level | FAL1 | FederatedAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Howard Schramm | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 20345 | AddressLine1Txt |
| City | Houston | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77225 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $48,310,622 | 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 | Texas Heart Institute (THI) is dedicated to reducing the devastating toll of cardiovascular disease through innovative and progressive programs in research, education and improved patient care. | ActivityOrMissionDesc |
| Voting Members Governing Body | 14 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 14 | VotingMembersIndependentCnt |
| Total Employee | 184 | TotalEmployeeCnt |
| Total Volunteers | 14 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $17,689,917 | PYContributionsGrantsAmt |
| CY Contributions Grants | $19,454,716 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $8,305,301 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $2,194,752 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,737,420 | PYInvestmentIncomeAmt |
| CY Investment Income | $2,059,983 | CYInvestmentIncomeAmt |
| PY Other Revenue | $670,919 | PYOtherRevenueAmt |
| CY Other Revenue | $262,715 | CYOtherRevenueAmt |
| PY Total Revenue | $28,403,557 | PYTotalRevenueAmt |
| CY Total Revenue | $23,972,166 | CYTotalRevenueAmt |
| CY Grants And Similar Paid | $2,468,001 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $16,603,786 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $16,425,587 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $467,769 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $13,618,992 | PYOtherExpensesAmt |
| CY Other Expenses | $12,159,946 | CYOtherExpensesAmt |
| PY Total Expenses | $30,222,778 | PYTotalExpensesAmt |
| CY Total Expenses | $31,053,534 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$1,819,221 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$7,081,368 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $215,362,535 | TotalAssetsBOYAmt |
| Total Assets EOY | $235,969,493 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $5,902,123 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $7,503,922 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $209,460,412 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $228,465,571 | NetAssetsOrFundBalancesEOYAmt |
| Mission | The mission of Texas Heart Institute (THI) is to reduce the devastating toll of cardiovascular disease through innovative programs in research, education and improved patient care. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $21,296,937 | ExpenseAmt |
| Grant | $2,468,001 | GrantAmt |
| Revenue | $1,989,410 | RevenueAmt |
| Desc | Medical Research The goals that Dr. Denton A. Cooley and his colleagues first laid out for the Texas Heart Institute in 1962 still hold true for the THI research community. Research groups led by scientists and physician-scientists work collaboratively to discover new ways to prevent, diagnose and treat cardiovascular diseases. The critical need for this research is clear. Cardiovascular disease or diseases of the heart and blood vessels, including stroke is the leading cause of death globally. In the United States alone, approximately 2,300 people die of heart and vascular disease each day, or about one person every 38 seconds. THI's goal is to improve the lives of people with cardiovascular disease by translating our innovative approaches into safe and effective clinical treatments, diagnostic methods, and medical devices. This requires moving our discoveries from the lab bench through preclinical studies and then to clinical trials, for eventual use with patients. THI investigators are also studying the risk factors that may cause people to develop heart and vascular disease, and seeking ways to prevent people from developing these illnesses. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $618,757 | ExpenseAmt |
| Revenue | $205,342 | RevenueAmt |
| Desc | Education - A strong educational focus remains a central part of the Texas Heart Institutes mission. This includes the education of clinical fellows and postdoctoral fellows/early career scientists; continuing education of practicing physicians, clinical researchers, scientists and other health-care professionals; and outreach programs designed to bring heart-health awareness and education to the community. The ACCME-accredited THI Office of Continuing Medical Education (CME) hosts a range of conferences, symposia and other events to meet the educational needs of the professionals listed above, and several seminar series promote dissemination of the latest clinical approaches and scientific findings. Additionally, the peer-reviewed Texas Heart Institute Journal is published online as an open-access resource for members of the cardiovascular medicine community. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $21,915,694 | 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 | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (true) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (true) | 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 | Yes (true) | 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 With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| 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 | Yes (true) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (true) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 81 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 184 | 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 |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Form8282 Filed | 0 | Form8282FiledCnt |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Form8899 Filedind | false | Form8899Filedind |
| Form1098 C Filed | false | Form1098CFiledInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 14 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 14 | 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 | Yes (true) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | false | 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 | Howard Schramm | PersonNm |
| Phone | 8323558173 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 20345 | AddressLine1Txt |
| City | Houston | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77225 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (27 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd |
|---|---|---|---|---|---|---|---|
| Emerson Perin | |||||||
| Medical Director | 40.00 | 0.00 | $560,000 | $0 | $16,523 | ||
| Richard Dixon | |||||||
| Director MCRL | 40.00 | 0.00 | $497,946 | $0 | $17,803 | ||
| Howard Schramm | |||||||
| Treasurer & CAO | 40.00 | 2.00 | $365,385 | $0 | $5,027 | Yes (X) | |
| Doris Taylor | |||||||
| Director RMR | 40.00 | 0.00 | $358,167 | $0 | $4,573 | ||
| James Willerson Deceased | |||||||
| President | 40.00 | 0.00 | $275,385 | $0 | $0 | Yes (X) | |
| Peter Vanderslice | |||||||
| Dir MCRL Biology | 40.00 | 0.00 | $225,252 | $0 | $22,023 | ||
| Ronald Biediger | |||||||
| Dir Medical Chemistry | 40.00 | 0.00 | $223,167 | $0 | $16,461 | ||
| Gil Costas | |||||||
| Lab Animal Pgm Dir | 40.00 | 0.00 | $197,734 | $0 | $13,152 | ||
| Darren Woodside | |||||||
| VP Research | 40.00 | 0.00 | $199,312 | $0 | $10,954 | ||
| Jennifer Chambers | |||||||
| Administrative Dir | 40.00 | 0.00 | $178,870 | $0 | $12,187 | ||
| Robert Market | |||||||
| MCRL Asst Dir | 40.00 | 0.00 | $163,538 | $0 | $16,272 | ||
| Keri Sprung | |||||||
| Communications Dir | 40.00 | 0.00 | $149,250 | $0 | $16,044 | ||
| Pamela Potts | |||||||
| Pathology Adm Dir | 40.00 | 0.00 | $136,558 | $0 | $13,267 | ||
| Eric D Wade | |||||||
| Chairman | 2.00 | 2.00 | $0 | $0 | $0 | Yes (X) | Yes (X) |
| Alfred C Glassell III | |||||||
| Vice Chair | 2.00 | 2.00 | $0 | $0 | $0 | Yes (X) | Yes (X) |
| Robert T Blakely | |||||||
| Trustee | 2.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| Charles D Fraser Jr MD | |||||||
| Trustee | 2.00 | 2.00 | $0 | $0 | $0 | Yes (X) | |
| David M Grimes II | |||||||
| Trustee | 2.00 | 2.00 | $0 | $0 | $0 | Yes (X) | |
| Anthony K Jones | |||||||
| Trustee | 2.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| T Douglas Lawson | |||||||
| Trustee | 2.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| Bradley T Lembcke MD | |||||||
| Trustee | 2.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| Gina A Luna | |||||||
| Trustee | 2.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| Rodney H Margolis | |||||||
| Trustee | 2.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| S Reed Morian | |||||||
| Trustee | 2.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| Mark Parrington | |||||||
| Trustee | 2.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| Alan M Speir MD | |||||||
| Trustee | 2.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| Elizabeth Youngblood RN | |||||||
| Trustee | 2.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $3,530,564 | TotalReportableCompFromOrgAmt |
| Total Other Compensation | $164,286 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 33 | 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/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| ECG Mgmt Consultants | |||||
| 135 S LaSalle St | Chicago | IL | 60603 | Consulting | $551,066 |
| Leachman Cardiology | |||||
| 6624 Fannin St Ste 2780 | Houston | TX | 77030 | Medical services | $215,266 |
| Thompson & Knight LLP | |||||
| PO Box 660684 | Dallas | TX | 75266 | Legal services | $193,624 |
| Porter Hedges LLP | |||||
| 1000 Main St Fl 36 | Houston | TX | 77002 | Legal services | $190,457 |
| Medhi Razavi | |||||
| 4138 Bellefontaine St | Houston | TX | 77025 | Medical research | $168,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 7 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $3,835,795 | GovernmentGrantsAmt |
| All Other Contributions | $15,618,921 | AllOtherContributionsAmt |
| Noncash Contributions | $925,938 | NoncashContributionsAmt |
| Total Contributions | $19,454,716 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| Event registration fees | 541900 | $22,265 | $22,265 |
| Exhibit fees | 541900 | $40,500 | $40,500 |
| Management/Program fees | 541900 | $134,946 | $134,946 |
| Medical research fees | 541700 | $1,989,410 | $1,989,410 |
| Publication revenue | 519100 | $7,631 | $7,631 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $2,194,752 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,691,274 | TotalRevenueColumnAmt |
| Exclusion | $1,691,274 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $263,233 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $518 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $262,715 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $262,715 | TotalRevenueColumnAmt |
| Exclusion | $262,715 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $24,706,647 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $24,337,938 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $368,709 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $368,709 | TotalRevenueColumnAmt |
| Exclusion | $368,709 | ExclusionAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $0 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $23,972,166 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $2,194,752 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $2,322,698 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,468,001 | TotalAmt |
| Program Services | $2,468,001 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,797,980 | TotalAmt |
| Program Services | $1,954,034 | ProgramServicesAmt |
| Management And General | $788,914 | ManagementAndGeneralAmt |
| Fundraising | $55,032 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,857,889 | TotalAmt |
| Program Services | $7,720,957 | ProgramServicesAmt |
| Management And General | $2,937,110 | ManagementAndGeneralAmt |
| Fundraising | $199,822 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $372,290 | TotalAmt |
| Program Services | $195,906 | ProgramServicesAmt |
| Management And General | $172,429 | ManagementAndGeneralAmt |
| Fundraising | $3,955 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,606,022 | TotalAmt |
| Program Services | $1,147,951 | ProgramServicesAmt |
| Management And General | $441,758 | ManagementAndGeneralAmt |
| Fundraising | $16,313 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $791,406 | TotalAmt |
| Program Services | $611,374 | ProgramServicesAmt |
| Management And General | $161,361 | ManagementAndGeneralAmt |
| Fundraising | $18,671 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $417,913 | TotalAmt |
| Program Services | $126,125 | ProgramServicesAmt |
| Management And General | $291,788 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $67,097 | TotalAmt |
| Management And General | $67,097 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $390,869 | TotalAmt |
| Management And General | $390,869 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,826,012 | TotalAmt |
| Program Services | $1,453,213 | ProgramServicesAmt |
| Management And General | $1,279,419 | ManagementAndGeneralAmt |
| Fundraising | $93,380 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $162,000 | TotalAmt |
| Program Services | $14,297 | ProgramServicesAmt |
| Management And General | $147,703 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $211,573 | TotalAmt |
| Program Services | $150,671 | ProgramServicesAmt |
| Management And General | $58,569 | ManagementAndGeneralAmt |
| Fundraising | $2,333 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $375,249 | TotalAmt |
| Program Services | $109,709 | ProgramServicesAmt |
| Management And General | $239,774 | ManagementAndGeneralAmt |
| Fundraising | $25,766 | FundraisingAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,305,687 | TotalAmt |
| Program Services | $2,472,546 | ProgramServicesAmt |
| Management And General | $798,555 | ManagementAndGeneralAmt |
| Fundraising | $34,586 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,906 | TotalAmt |
| Program Services | $4,331 | ProgramServicesAmt |
| Management And General | $3,575 | ManagementAndGeneralAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,274 | TotalAmt |
| Program Services | $9,629 | ProgramServicesAmt |
| Management And General | $1,645 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,253 | TotalAmt |
| Management And General | $6,253 | ManagementAndGeneralAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,069,178 | TotalAmt |
| Program Services | $1,761,715 | ProgramServicesAmt |
| Management And General | $296,351 | ManagementAndGeneralAmt |
| Fundraising | $11,112 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $345,275 | TotalAmt |
| Management And General | $341,362 | ManagementAndGeneralAmt |
| Fundraising | $3,913 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| Materials and supplies | $1,587,271 | $1,581,110 | $6,161 | |
| Dues and licenses | $314,558 | $85,760 | $225,912 | $2,886 |
| Taxes and licenses | $45,246 | $36,997 | $8,249 | |
| Health tests | $6,193 | $5,695 | $498 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,392 | TotalAmt |
| Program Services | $5,673 | ProgramServicesAmt |
| Management And General | $4,719 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $31,053,534 | TotalAmt |
| Program Services | $21,915,694 | ProgramServicesAmt |
| Management And General | $8,670,071 | ManagementAndGeneralAmt |
| Fundraising | $467,769 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,048,421 | BOYAmt |
| EOY | $3,582,184 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,935,110 | BOYAmt |
| EOY | $2,814,467 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,006,383 | BOYAmt |
| EOY | $950,871 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,335,417 | BOYAmt |
| EOY | $1,533,351 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $122,875 | BOYAmt |
| EOY | $213,785 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $64,980,244 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $42,381,817 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $23,684,190 | BOYAmt |
| EOY | $22,598,427 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $90,687,246 | BOYAmt |
| EOY | $107,062,253 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,000,000 | BOYAmt |
| EOY | $5,000,000 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $84,542,893 | BOYAmt |
| EOY | $92,214,155 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $215,362,535 | BOYAmt |
| EOY | $235,969,493 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,294,894 | BOYAmt |
| EOY | $1,371,896 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,409,535 | BOYAmt |
| EOY | $2,315,797 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,197,694 | BOYAmt |
| EOY | $3,816,229 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,902,123 | BOYAmt |
| EOY | $7,503,922 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $103,193,762 | BOYAmt |
| EOY | $95,456,458 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $106,266,650 | BOYAmt |
| EOY | $133,009,113 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $209,460,412 | BOYAmt |
| EOY | $228,465,571 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $215,362,535 | BOYAmt |
| EOY | $235,969,493 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$7,081,368 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $24,095,471 | NetUnrlzdGainsLossesInvstAmt |
| Prior Period Adjustments | $2,100,578 | PriorPeriodAdjustmentsAmt |
| Other Changes In Net Assets | -$109,522 | 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 Lukes Baylor Med Ctr | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| City | Houston | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $34,681,741 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $25,604,252 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $16,432,564 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $17,689,917 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $19,454,716 | CurrentTaxYearAmt |
| Total | $113,863,190 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $34,681,741 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $25,604,252 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $16,432,564 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $17,689,917 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $19,454,716 | CurrentTaxYearAmt |
| Total | $113,863,190 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $5,208,803 | SubstantialContributorsTotAmt |
| Public Support Total170 | $108,654,387 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,805,049 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,982,069 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,095,729 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,017,459 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,691,274 | CurrentTaxYearAmt |
| Total | $8,591,580 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $122,454,770 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $19,732,509 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.88730 | PublicSupportCY170Pct |
| Public Support PY170 | 0.87470 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
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
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $30,709,367 | BeginningYearBalanceAmt |
| Contributions | $26,761 | ContributionsAmt |
| Investment Earnings Or Losses | $6,736,913 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $576,823 | GrantsOrScholarshipsAmt |
| End Year Balance | $36,896,218 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $24,000,585 | BeginningYearBalanceAmt |
| Contributions | $55 | ContributionsAmt |
| Investment Earnings Or Losses | $7,401,337 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $692,610 | GrantsOrScholarshipsAmt |
| End Year Balance | $30,709,367 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $25,773,307 | BeginningYearBalanceAmt |
| Contributions | $272,761 | ContributionsAmt |
| Investment Earnings Or Losses | -$735,364 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,310,119 | GrantsOrScholarshipsAmt |
| End Year Balance | $24,000,585 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 0.54090 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.45910 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
| Related Org List Sch R | false | RelatedOrgListSchRInd |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $46,155,436 | OtherCostOrOtherBasisAmt |
| Depreciation | $25,271,002 | DepreciationAmt |
| Book Value | $20,884,434 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $425,096 | OtherCostOrOtherBasisAmt |
| Depreciation | $425,096 | DepreciationAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $18,309,872 | OtherCostOrOtherBasisAmt |
| Depreciation | $16,685,719 | DepreciationAmt |
| Book Value | $1,624,153 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $89,840 | OtherCostOrOtherBasisAmt |
| Book Value | $89,840 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $22,598,427 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (2 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| Beneficial interest-funds held by affil. | $89,979,528 |
| Due from affiliates | $2,234,627 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $92,214,155 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| Long-term pension obligation | $126,583 |
| Payable to CHI ST Luke's Hosp. | $1,337,746 |
| Paycheck Protection Program Loan | $2,351,900 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $3,816,229 | TotalLiabilityAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part V, Line 4: Intended uses of the endowment fund. | FormAndLineReferenceDesc |
| Explanation | The organization's endowment consists of funds established to provide long-term support for THI's various education and research programs, including stem cell research, the annual cardiology symposium, artifical heart research and development, cardiovascular surgical research with a focus on children, cardiology research, the Huffington endowment, and visual communication services. | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Texas Heart Medical Group | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6770 Bertner Ave | AddressLine1Txt |
| City | Houston | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77030 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient EIN | 843475904 | RecipientEIN |
| IRC Section | 501(c)(3) | IRCSectionDesc |
| Cash Grant | $2,468,001 | CashGrantAmt |
| Non Cash Assistance | $0 | NonCashAssistanceAmt |
| Purpose Of Grant | General support | PurposeOfGrantTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 1 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Grantmaker's Description of How Grants are Used | FormAndLineReferenceDesc |
| Explanation | THI only made grants to a related 501(c)(3) organization, Texas Heart Medical Group (THMG). THMG is operated closely in connection with THI. | ExplanationTxt |
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 (12 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt |
|---|---|---|---|---|
| Darren Woodside | ||||
| VP Research | $199,312 | $5,979 | $4,975 | $210,266 |
| Doris Taylor | ||||
| Director RMR | $358,167 | $3,395 | $1,178 | $362,740 |
| Emerson Perin | ||||
| Medical Director | $560,000 | $8,550 | $7,973 | $576,523 |
| Gil Costas | ||||
| Lab Animal Pgm Dir | $197,734 | $5,932 | $7,220 | $210,886 |
| Howard Schramm | ||||
| Treasurer & CAO | $365,385 | $5,027 | $370,412 | |
| James Willerson Deceased | ||||
| President | $275,385 | $275,385 | ||
| Jennifer Chambers | ||||
| Administrative Dir | $178,870 | $3,097 | $9,090 | $191,057 |
| Keri Sprung | ||||
| Communications Dir | $149,250 | $4,478 | $11,566 | $165,294 |
| Peter Vanderslice | ||||
| Dir MCRL Biology | $225,252 | $6,758 | $15,265 | $247,275 |
| Richard Dixon | ||||
| Director MCRL | $497,946 | $8,102 | $9,701 | $515,749 |
| Robert Market | ||||
| MCRL Asst Dir | $163,538 | $4,906 | $11,366 | $179,810 |
| Ronald Biediger | ||||
| Dir Medical Chemistry | $223,167 | $6,695 | $9,766 | $239,628 |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $925,938 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | NYSE | 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 (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Line 11b: Form 990 Review Process | The CAO and Controller review Form 990 for accuracy prior to filing with the IRS. |
| Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts | The conflict of interest policy is delivered to each employee for a self audit annually. |
| Form 990, Part VI, Line 15a: Compensation Review & Approval Process - CEO, Top Management | Approval by the board of trustees. |
| Form 990, Part VI, Line 15b: Compensation Review and Approval Process for Officers and Key Employees | See above for process followed for individuals described in question 15b. |
| Form 990, Part VI, Line 19: Other Organization Documents Publicly Available | Available upon request. |
| Other Changes In Net Assets Or Fund Balances - Other Decreases | Pension liability adjustment = -$109522 |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| Texas Heart Medical Group | ||||||||||
| 6770 Bertner Ave | Houston | TX | 77030 | 843475904 | Cardiovascular medical care | TX | 501(c)(3) | 10 | Texas Heart Institute | Yes (true) |
| Cardiopulmonary Perfusion Assoc | ||||||||||
| PO Box 20345 | Houston | TX | 77225 | 760313066 | Cardiopulmonary perfusion school | TX | 501(c)(3) | 12a | Texas Heart Institute | Yes (true) |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (true) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | false | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | Yes (true) | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | 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 | Yes (true) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (true) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (true) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp
Other Organization Name OtherOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Texas Heart Medical Group | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | b | TransactionTypeTxt |
| Involved | $2,648,001 | InvolvedAmt |
| Method Of Amount Determination | Cash | MethodOfAmountDeterminationTxt |