2019-11-14T09:07:56-06:00 2018-12-31 061253566 WALTER J MCKEEVER & COMPANY LLC PO BOX 5147 15 VALLEY DRIVE GREENWICH CT 06831 990 2018-01-01 061503838 HEART CARE INTERNATIONAL INC HEAR 2035525343 139 EAST PUTNAM AVENUE GREENWICH CT 06830 DR ROBERT MICHLER CHAIRMAN & FOUNDER 2035525343 2019-11-12 1 DENISE C DORIA P01283182 2036228625 X 24.184.229.45 2019-11-12 12:02:23 ES P B7949F673E0B670CBA2124D7BE3E868B932998C6 CA03AA06691F396A8E348B44A8099386A2A5B4DF 2018 2020-03-31 21:24:44Z DR ROBERT MICHLER 139 EAST PUTNAM AVENUE GREENWICH CT 06830 447944 0 X WWW.HEARTCAREINTL.ORG X 1994 CT IMPROVE CHILDREN'S HEALTH SUFFERING HEART DISEASE IN ECONOMICALLY CHALLENGED COUNTRIES. 14 14 3 90 0 0 560041 421774 0 0 33850 26170 0 0 593891 447944 0 0 0 0 91478 121083 0 0 0 370211 436687 461689 557770 132202 -109826 1705034 1582106 21280 19816 1683754 1562290 TO IMPROVE THE HEALTH OF CHILDREN WHO SUFFER FROM CONGENITAL HEART DISEASE AND LIVE IN ECONOMICALLY CHALLENGED COUNTRIES AROUND THE WORLD 0 0 413722 IDENTIFICATION AND APPLICATION OF SURGICAL PROCEDURES FOR CHILDREN WHO BENEFIT FROM HIGH TECHNOLOGY MEDICAL CARE, INCLUDING DIAGNOSTIC AND INTERVENTIONAL CARDIAC CATHERIZATION AS WELL AS CLOSED AND OPEN HEART SURGERY. THE ADMINISTRATION OF LIFE-SAVING HEART PROCEDURES TO THESE CHILDREN IN THEIR HOME COUNTRIES. 413722 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 3 1 0 0 0 0 0 0 0 0 0 0 0 0 X 14 14 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CT X X THE ORGANIZATION 2035525343 139 EAST PUTNAM AVENUE GREENWICH CT 06830 X X REV RONALD ALLISON BOARD MEMBER 2.00 X 0 0 0 GREGORY ISLAN BOARD MEMBER 2.00 X 0 0 0 PHYLLIS JACOB ASST TREASURER 2.00 X X 0 0 0 ANNE KENNEDY BOARD MEMBER 2.00 X 0 0 0 DR ROBERT MICHLER CHAIRMAN & FOUNDER 3.00 X X 0 0 0 SALLY MICHLER SECRETARY 2.00 X X 0 0 0 DR WILLIAM SCHECHTER VICE CHAIRMAN 2.00 X X 0 0 0 DR SAMUEL WEINSTEIN BOARD MEMBER-SURGICAL TEAM 2.00 X 0 0 0 SUSAN POLAND BOARD MEMBER 2.00 X X 0 0 0 CHRISTOPHER COMBE BOARD MEMBER 2.00 X 0 0 0 ILDA LEE BOARD MEMBER 2.00 X 0 0 0 ANDREW FOX BOARD MEMBER 2.00 X 0 0 0 CAROLYN KYNE BOARD MEMBER 0.00 X 0 0 0 0 0 0 0 0 0 0 0 421774 91446 421774 26170 26170 447944 0 0 26170 111908 60000 51908 9175 4875 4300 6991 6991 798 798 2753 2753 1891 1891 13200 13200 130122 130122 221 221 4158 872 3286 DRUGS & MEDICAL SUPPLIE 169481 169481 CAPITAL CAMPAIGN EXPENS 40696 40696 HOTELS 24688 24688 FREIGHT 15889 15889 25799 7795 18004 557770 413722 144048 0 333963 410153 1314359 1167281 52950 139751 138767 0 984 3762 3688 1705034 1582106 7835 19816 13445 21280 19816 X 1582052 1399753 101702 162537 1683754 1562290 1705034 1582106 -109826 -11638 0 X X 0 1 X 1 0 X 515765 471546 636117 560041 321774 2505243 515765 471546 636117 560041 321774 2505243 694935 1810308 24507 32648 28784 31796 26170 143905 2649148 0.68340 0.66590 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 139751 138767 984 984 X 1196781 -11638 760475 748837 447944 0 447944 1318245 760475 760475 557770 0 557770 PART X, LINE 2: THE ORGANIZATION ACCOUNTS FOR UNCERTAINTY IN INCOME TAX POSITIONS IN THE FINANCIAL STATEMENTS BY APPLYING A RECOGNITION THRESHOLD AND MEASUREMENT ATTRIBUTE FOR FINANCIAL STATEMENT RECOGNITION AND MEASUREMENT OF A TAX POSITION TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN AND HAS CONCLUDED THAT AS OF DECEMBER 31, 2018 THERE ARE NO UNCERTAIN TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY (OR ASSET) OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE ORGANIZATION IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. FEDERAL INFORMATION RETURNS ARE SUBJECT TO EXAMINATION FOR A PERIOD OF THREE YEARS FROM THE FILING DATE OF THE RETURN; YEARS ENDED DECEMBER 31, 2015 - DECEMBER 31, 2017 REMAIN OPEN. 0 0 0 0 0 0 0 0 0 0 RATHER THAN GIVING FUNDS DIRECTLY TO HOSPITALS IN THE CENTRAL & SOUTH AMERICA AND THE CARIBBEAN, HEART CARE DISBURSES THE FUNDS CENTRALLY FROM GREENWICH, CT AND DIRECTLY PAYS VENDORS FOR SUCH ITEMS AS MEDICAL SUPPLIES AND FREIGHT. ALSO, FOR IN KIND SUPPORT FROM MEDICAL PERSONNEL WHO DONATE THEIR TIME AND EXPERTISE TO THE EFFORT TO AID CONGENITALLY HEART DISEASED CHILDREN, HEART CARE PAYS DIRECTLY FOR PLANE TICKETS AND OTHER FORMS OF SUPPORT FOR THESE PERSONNEL WHILE ON ROUTE OR ON HOSPITAL LOCATION. THE COMBINED COSTS OF LOGISTICAL AND MEDICAL SUPPORT, ALONG WITH INDIVIDUALS AND ORGANIZATIONS WHO DONATE THEIR EXPERTISE AND MEDICAL RESOURCES OR HELP WITH LODGING, FREIGHT, ETC. WAS APPROXIMATELY $1,174,197 IN 2018. SOUTH AMERICA, CENTRAL AMERICA & THE CARIBBEAN CHECKS AND WIRE TRANSFERS TO VENDORS SUPPLYING MATERIALS AND OTHER SUPPORT. THIS COMES IN MANY WAYS, MEDICAL PERSONNEL DONATING TIME ON HOSPITAL SITES, MEDICAL SUPPLIES DONATIONS, FREIGHT DONATIONS, LODGING DONATIONS, ETC. THE DONATIONS IN KIND VALUE TO THE HEART CARE EFFORT IN 2018 IS ESTIMATED AT APPROXIMATELY $851,921. SEE SCHEDULE M FOR ESTIMATE OF VALUE BY CATEGORY. CASH-DIRECT COSTS; IN-KIND -EST FMV IF HCI HAD TO PAY 0 0 0 0 0 0 PART III, COL (C): 100 - 150 RECIPIENTS IS AN ESTIMATE OF HOW MANY CHILDREN ARE TREATED AND/OR OPERATED ON AND HAVE THEIR HEARTS SURGICALLY REPAIRED ANNUALLY BY HEART CARE TEAMS WHO GO ON MISSIONS TO COUNTRIES SUCH AS EL SALVADOR, PERU, MEXICO AND THE DOMINICAN REPUBLIC. X 91446 FAIR MARKET VALUE MEDICAL STAFF 0 0 FMV - $437123 TRAVEL/HOTELS 0 0 FMV - $35364 0 0 0 PART I, LINE 33: IN ACCORDANCE WITH IRS REPORTING REGULATIONS, THE VALUE OF DONATED SERVICES OR USE OF MATERIALS, EQUIPMENT OR FACILITIES IS NOT REPORTABLE ON FORM 990 AS CONTRIBUTION REVENUE. FORM 990, PART VI, SECTION A, LINE 2 SALLY MICHLER AND DR. ROBERT MICHLER ARE BOTH ON THE BOARD AND ARE MARRIED TO EACH OTHER. FORM 990, PART VI, SECTION B, LINE 11B THE CHAIRMAN, EXECUTIVE DIRECTOR AND CONTROLLER REVIEW THE 990 PRIOR TO SIGNING AND SUBMITTING THE 990 TO THE GOVERNMENT. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY HAS BEEN ISSUED TO ALL OFFICERS & DIRECTORS AND IS REFERENCED ANNUALLY SO THAT ANY CONFLICTS OF INTEREST SHOULD BE REPORTED TO THE BOARD BY ANY OFFICER OR DIRECTOR WHO IS EXPERIENCING THE SAME. FORM 990, PART VI, SECTION B, LINE 15 THE CHAIRMAN (TOP MANAGEMENT OFFICIAL) HAS TRADITIONALLY HAD NO COMPENSATION JUST LIKE THE OTHER BOARD MEMBERS. IF SUCH COMPENSATION WERE CONTEMPLATED IN THE FUTURE, OUTSIDE LEGAL OR OTHER PROFESSIONAL ADVICE WOULD BE OBTAINED. IN THE CASE OF ANY OTHER OF THE KEY MEMBERS OF THE BOARD, THE ISSUE OF COMPENSATION HAS NOT ARISEN BUT ADVICE WOULD BE SOUGHT PRIOR TO SETTING A PRECEDENT OF COMPENSATION. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE UPON WRITTEN REQUEST. ALSO,THE ORGANIZATION'S FINANCIAL STATEMENTS ARE POSTED ON ITS WEBSITE AT WWW.HEARTCAREINTL.ORG FORM 990 PART VII LINE 14 NAME, TITLE OF DIRECTOR, NUMBER OF HOURS PER WEEK AND POSITION WERE UPDATED FOR ONE DIRECTOR WHICH WAS OMITTED IN ORGINIAL RETURN FILING. FORM 990, PART XII, LINE 2C: REVIEW PROCESS IS SAME AS PRIOR YEAR.