TEXAS HEART INSTITUTE: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- TEXAS HEART INSTITUTE (EIN 74-6053200)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2025-02-03
- IRS object ID
- 202540349349300624
- Schema version
- 2023v6.0
- 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 G
- Schedule I
- Schedule J
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-02-03T13:40:19-06:00 | ReturnTs |
| Tax Period End | 2023-12-31 | 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 | 2023-01-01 | 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/CFO | PersonTitleTxt |
| Phone | 8323554011 | PhoneNum |
| Signature | 2025-02-03 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Barbara Murphy | PreparerPersonNm |
| PTIN | P01386215 | PTIN |
| Phone | 7134395739 | PhoneNum |
| Preparation | 2025-02-03 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | 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 | $154,757,545 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.texasheart.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1962 | FormationYr |
| Legal Domicile State | TX | LegalDomicileStateCd |
| Activity Or Mission | To reduce the devastating toll of cardiovascular disease through innovative programs. | ActivityOrMissionDesc |
| Voting Members Governing Body | 12 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 12 | VotingMembersIndependentCnt |
| Total Employee | 234 | TotalEmployeeCnt |
| Total Volunteers | 12 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $20,165,177 | PYContributionsGrantsAmt |
| CY Contributions Grants | $27,669,944 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $3,842,406 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $4,442,238 | CYProgramServiceRevenueAmt |
| PY Investment Income | $3,984,351 | PYInvestmentIncomeAmt |
| CY Investment Income | $17,918,517 | CYInvestmentIncomeAmt |
| PY Other Revenue | $305,503 | PYOtherRevenueAmt |
| CY Other Revenue | $128,596 | CYOtherRevenueAmt |
| PY Total Revenue | $28,297,437 | PYTotalRevenueAmt |
| CY Total Revenue | $50,159,295 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $11,248,786 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $6,973,886 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $18,513,376 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $19,327,777 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $960,339 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $14,612,402 | PYOtherExpensesAmt |
| CY Other Expenses | $15,299,365 | CYOtherExpensesAmt |
| PY Total Expenses | $44,374,564 | PYTotalExpensesAmt |
| CY Total Expenses | $41,601,028 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$16,077,127 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $8,558,267 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $239,276,429 | TotalAssetsBOYAmt |
| Total Assets EOY | $268,164,127 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $7,731,484 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $14,816,015 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $231,544,945 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $253,348,112 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | The mission of Texas Heart Institute (THI) is to reduce the devastating toll of cardiovascular disease through innovative and progressive programs in research, education, and improved patient care. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $27,901,984 | ExpenseAmt |
| Grant | $6,973,886 | GrantAmt |
| Revenue | $4,009,905 | RevenueAmt |
| Desc | Medical Research - See Schedule O | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $773,837 | ExpenseAmt |
| Revenue | $432,333 | RevenueAmt |
| Desc | Education - See Schedule O | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $28,675,821 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (1) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 112 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 234 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 12 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 12 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Howard Schramm | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 (23 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|---|
| Eric D Wade | |||||||||
| Chair | 2.00 | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Alfred C Glassell III | |||||||||
| Vice Chair | 2.00 | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| David M Grimes II | |||||||||
| Trustee | 2.00 | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| T Douglas Lawson PhD | |||||||||
| Trustee | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Bradley T Lembcke MD | |||||||||
| Trustee | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Thomas McGinn MD | |||||||||
| Trustee | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| S Reed Morian | |||||||||
| Trustee | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Mark Parrington | |||||||||
| Trustee | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Randa Safady PhD | |||||||||
| Trustee | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Marc Shapiro | |||||||||
| Trustee | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Alan M Speir MD | |||||||||
| Trustee | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| David Vega MD | |||||||||
| Trustee | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Joseph G Rogers MD | |||||||||
| President & CEO | 25.00 | 15.00 | Yes (X) | $781,717 | $170,475 | $22,827 | |||
| Howard Schramm | |||||||||
| Treasurer & CAO/CFO | 40.00 | 2.00 | Yes (X) | $402,585 | $0 | $23,551 | |||
| Emerson Perin MD PhD FACC | |||||||||
| Medical Director | 25.00 | 15.00 | $562,650 | $459,802 | $25,876 | Yes (X) | |||
| Ronald Biediger | |||||||||
| Director MCRL Chemistry | 40.00 | 0.00 | $250,112 | $0 | $21,145 | Yes (X) | |||
| Peter Vanderslice | |||||||||
| Director MCRL Biology | 40.00 | 0.00 | $266,595 | $0 | $21,262 | Yes (X) | |||
| Darren Woodside | |||||||||
| VP Research | 40.00 | 0.00 | $254,699 | $0 | $16,148 | Yes (X) | |||
| Gil Costas | |||||||||
| Lab Animal Program Director | 40.00 | 0.00 | $219,777 | $0 | $20,171 | Yes (X) | |||
| Keri Sprung | |||||||||
| VP Education | 40.00 | 0.00 | $209,290 | $0 | $19,921 | Yes (X) | |||
| Julie Kolar Voss | |||||||||
| VP Development | 40.00 | 0.00 | $205,257 | $0 | $24,750 | Yes (X) | |||
| Jennifer Chambers | |||||||||
| Administrative Director | 40.00 | 0.00 | $199,090 | $0 | $19,069 | Yes (X) | |||
| Robert Market | |||||||||
| MCRL Assistant Director | 40.00 | 0.00 | $182,009 | $0 | $19,092 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $3,533,781 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $630,277 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $233,812 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 43 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| DPR Construction | |||||
| 3200 Southwest Fwy Ste 1550 | Houston | TX | 77027 | Construction | $1,326,738 |
| Colliers International Houston | |||||
| 1233 West Loop South Ste 900 | Houston | TX | 77027 | Construction | $498,616 |
| ECG Topco Holdings LLC | |||||
| PO Box 74008176 | Chicago | IL | 60674 | Consulting | $272,042 |
| Origin Editorial LLC | |||||
| PO Box 7714 | Broomfield | CO | 80021 | Consulting | $234,155 |
| Medhi Razavi | |||||
| 4138 Bellefontaine St | Houston | TX | 77025 | Medical research | $163,563 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 10 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $771,920 | FundraisingAmt |
| Government Grants | $5,280,813 | GovernmentGrantsAmt |
| All Other Contributions | $21,617,211 | AllOtherContributionsAmt |
| Noncash Contributions | $20,351 | NoncashContributionsAmt |
| Total Contributions | $27,669,944 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (4 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| Medical research fees | 541700 | $4,009,905 | $4,009,905 |
| Event and exhibit fees | 541900 | $393,482 | $393,482 |
| Management/Program fees | 541900 | $28,145 | $28,145 |
| Publication revenue | 513190 | $10,706 | $10,706 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $4,442,238 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,988,978 | TotalRevenueColumnAmt |
| Exclusion | $3,988,978 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $477,057 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $477,057 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $477,057 | TotalRevenueColumnAmt |
| Exclusion | $477,057 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $118,099,328 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $104,169,789 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $13,929,539 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $13,929,539 | TotalRevenueColumnAmt |
| Exclusion | $13,929,539 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $80,000 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $771,920 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $428,461 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$348,461 | TotalRevenueColumnAmt |
| Exclusion | -$348,461 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $50,159,295 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $4,442,238 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $18,047,113 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,973,886 | TotalAmt |
| Program Services | $6,973,886 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,649,168 | TotalAmt |
| Program Services | $1,671,698 | ProgramServicesAmt |
| Management And General | $905,076 | ManagementAndGeneralAmt |
| Fundraising | $72,394 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,587,238 | TotalAmt |
| Program Services | $8,584,627 | ProgramServicesAmt |
| Management And General | $4,604,651 | ManagementAndGeneralAmt |
| Fundraising | $397,960 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $471,594 | TotalAmt |
| Program Services | $205,184 | ProgramServicesAmt |
| Management And General | $259,044 | ManagementAndGeneralAmt |
| Fundraising | $7,366 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,552,849 | TotalAmt |
| Program Services | $1,186,089 | ProgramServicesAmt |
| Management And General | $322,390 | ManagementAndGeneralAmt |
| Fundraising | $44,370 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,066,928 | TotalAmt |
| Program Services | $712,139 | ProgramServicesAmt |
| Management And General | $322,399 | ManagementAndGeneralAmt |
| Fundraising | $32,390 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $304,171 | TotalAmt |
| Program Services | $65,599 | ProgramServicesAmt |
| Management And General | $238,572 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $113,154 | TotalAmt |
| Management And General | $113,154 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $543,252 | TotalAmt |
| Management And General | $543,252 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,685,690 | TotalAmt |
| Program Services | $1,633,128 | ProgramServicesAmt |
| Management And General | $974,456 | ManagementAndGeneralAmt |
| Fundraising | $78,106 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $754,265 | TotalAmt |
| Program Services | $3,040 | ProgramServicesAmt |
| Management And General | $751,225 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $368,292 | TotalAmt |
| Program Services | $273,478 | ProgramServicesAmt |
| Management And General | $83,647 | ManagementAndGeneralAmt |
| Fundraising | $11,167 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $198,046 | TotalAmt |
| Program Services | $79,400 | ProgramServicesAmt |
| Management And General | $112,452 | ManagementAndGeneralAmt |
| Fundraising | $6,194 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,340,937 | TotalAmt |
| Program Services | $3,098,364 | ProgramServicesAmt |
| Management And General | $1,129,392 | ManagementAndGeneralAmt |
| Fundraising | $113,181 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $283,049 | TotalAmt |
| Program Services | $245,336 | ProgramServicesAmt |
| Management And General | $37,212 | ManagementAndGeneralAmt |
| Fundraising | $501 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $59,387 | TotalAmt |
| Program Services | $31,275 | ProgramServicesAmt |
| Management And General | $28,112 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $864 | TotalAmt |
| Program Services | $864 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,690,210 | TotalAmt |
| Program Services | $1,348,739 | ProgramServicesAmt |
| Management And General | $312,163 | ManagementAndGeneralAmt |
| Fundraising | $29,308 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $537,621 | TotalAmt |
| Management And General | $533,708 | ManagementAndGeneralAmt |
| Fundraising | $3,913 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| Materials and supplies | $2,420,830 | $2,291,899 | $36,456 | $92,475 |
| Dues and licenses | $936,395 | $240,828 | $625,173 | $70,394 |
| Publication production | $44,451 | $14,912 | $29,539 | |
| Health tests | $18,751 | $15,336 | $2,795 | $620 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $41,601,028 | TotalAmt |
| Program Services | $28,675,821 | ProgramServicesAmt |
| Management And General | $11,964,868 | ManagementAndGeneralAmt |
| Fundraising | $960,339 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,257,820 | BOYAmt |
| EOY | $4,370,944 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $107,598 | BOYAmt |
| EOY | $198,547 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $912,351 | BOYAmt |
| EOY | $1,329,095 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $976,470 | BOYAmt |
| EOY | $1,566,167 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $503,997 | BOYAmt |
| EOY | $782,644 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $68,366,259 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $48,083,617 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,359,295 | BOYAmt |
| EOY | $20,282,642 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $136,009,545 | BOYAmt |
| EOY | $154,313,655 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $79,149,353 | BOYAmt |
| EOY | $85,320,433 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $239,276,429 | BOYAmt |
| EOY | $268,164,127 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,294,651 | BOYAmt |
| EOY | $1,822,807 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,494,049 | BOYAmt |
| EOY | $3,286,575 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,942,784 | BOYAmt |
| EOY | $9,706,633 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,731,484 | BOYAmt |
| EOY | $14,816,015 | 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 | $112,547,106 | BOYAmt |
| EOY | $121,031,573 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $118,997,839 | BOYAmt |
| EOY | $132,316,539 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $231,544,945 | BOYAmt |
| EOY | $253,348,112 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $239,276,429 | BOYAmt |
| EOY | $268,164,127 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $8,558,267 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $12,958,497 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $286,403 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | 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 (1) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Medical Research Organization | Yes (X) | MedicalResearchOrganizationInd |
Hospital Name And Address HospitalNameAndAddressGrp
Supported Organization Name SupportedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHI St Luke's 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 | $17,689,917 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $19,454,716 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $50,727,932 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $20,165,177 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $27,669,944 | CurrentTaxYearAmt |
| Total | $135,707,686 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $17,689,917 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $19,454,716 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $50,727,932 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $20,165,177 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $27,669,944 | CurrentTaxYearAmt |
| Total | $135,707,686 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $31,995,445 | SubstantialContributorsTotAmt |
| Public Support Total170 | $103,712,241 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,017,459 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,691,274 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,775,080 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,879,498 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,988,978 | CurrentTaxYearAmt |
| Total | $13,352,289 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $149,059,975 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $21,462,528 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.69580 | PublicSupportCY170Pct |
| Public Support PY170 | 0.71440 | 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 | $36,131,298 | BeginningYearBalanceAmt |
| Contributions | $5,676 | ContributionsAmt |
| Investment Earnings Or Losses | $7,919,742 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,389,332 | GrantsOrScholarshipsAmt |
| End Year Balance | $42,667,384 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $44,927,461 | BeginningYearBalanceAmt |
| Contributions | $37,800 | ContributionsAmt |
| Investment Earnings Or Losses | -$7,557,173 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $676,790 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $600,000 | AdministrativeExpensesAmt |
| End Year Balance | $36,131,298 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $36,896,218 | BeginningYearBalanceAmt |
| Contributions | $101 | ContributionsAmt |
| Investment Earnings Or Losses | $8,602,802 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $571,660 | GrantsOrScholarshipsAmt |
| End Year Balance | $44,927,461 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| 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 Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.00000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.48031 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.51969 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $46,243,737 | OtherCostOrOtherBasisAmt |
| Depreciation | $29,412,036 | DepreciationAmt |
| Book Value | $16,831,701 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $425,096 | OtherCostOrOtherBasisAmt |
| Depreciation | $425,096 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $18,491,729 | OtherCostOrOtherBasisAmt |
| Depreciation | $15,408,689 | DepreciationAmt |
| Book Value | $3,083,040 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $3,205,697 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,837,796 | DepreciationAmt |
| Book Value | $367,901 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $20,282,642 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (4 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| Beneficial interest-funds held by affiliates | $72,694,638 |
| Due from affiliates | $3,001,283 |
| Long-term pension assets | $858,099 |
| Lease right-of-use assets | $8,766,413 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $85,320,433 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| Payable to CHI ST Luke's Hospital | $1,024,305 |
| Lease liabilities | $8,682,328 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $9,706,633 | TotalLiabilityAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part V, Line 4: | 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, artificial heart research and development, cardiovascular surgical research with a focus on children, cardiology research, the Huffington endowment, and visual communication services. | ExplanationTxt |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | Gala | Event1Nm |
| Gross Receipts Event1 | $851,920 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $771,920 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $80,000 | GrossRevenueEvent1Amt |
| Food And Beverage Event1 | $127,974 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $141,875 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $158,612 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $851,920 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $771,920 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $80,000 | GrossRevenueTotalEventsAmt |
| Food And Beverage Total Events | $127,974 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $141,875 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $158,612 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $428,461 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$348,461 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | 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 | $6,973,886 | 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 | Part I, Line 2: | 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) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (11 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Emerson Perin MD PhD FACC | ||||||||||||||
| Medical Director | $487,650 | $459,802 | $75,000 | $0 | $0 | $0 | $12,698 | $0 | $13,178 | $0 | $588,526 | $459,802 | $0 | $0 |
| Joseph G Rogers MD | ||||||||||||||
| President & CEO | $681,717 | $170,475 | $100,000 | $0 | $0 | $0 | $13,817 | $0 | $9,010 | $0 | $804,544 | $170,475 | $0 | $0 |
| Howard Schramm | ||||||||||||||
| Treasurer & CAO/CFO | $402,585 | $0 | $0 | $0 | $0 | $0 | $9,900 | $0 | $13,651 | $0 | $426,136 | $0 | $0 | $0 |
| Peter Vanderslice | ||||||||||||||
| Director MCRL Biology | $254,014 | $0 | $12,581 | $0 | $0 | $0 | $7,611 | $0 | $13,651 | $0 | $287,857 | $0 | $0 | $0 |
| Ronald Biediger | ||||||||||||||
| Director MCRL Chemistry | $250,112 | $0 | $0 | $0 | $0 | $0 | $7,494 | $0 | $13,651 | $0 | $271,257 | $0 | $0 | $0 |
| Darren Woodside | ||||||||||||||
| VP Research | $254,699 | $0 | $0 | $0 | $0 | $0 | $7,635 | $0 | $8,513 | $0 | $270,847 | $0 | $0 | $0 |
| Gil Costas | ||||||||||||||
| Lab Animal Program Director | $219,777 | $0 | $0 | $0 | $0 | $0 | $6,520 | $0 | $13,651 | $0 | $239,948 | $0 | $0 | $0 |
| Julie Kolar Voss | ||||||||||||||
| VP Development | $205,257 | $0 | $0 | $0 | $0 | $0 | $3,982 | $0 | $20,768 | $0 | $230,007 | $0 | $0 | $0 |
| Keri Sprung | ||||||||||||||
| VP Education | $163,290 | $0 | $46,000 | $0 | $0 | $0 | $6,270 | $0 | $13,651 | $0 | $229,211 | $0 | $0 | $0 |
| Jennifer Chambers | ||||||||||||||
| Administrative Director | $199,090 | $0 | $0 | $0 | $0 | $0 | $5,961 | $0 | $13,108 | $0 | $218,159 | $0 | $0 | $0 |
| Robert Market | ||||||||||||||
| MCRL Assistant Director | $182,009 | $0 | $0 | $0 | $0 | $0 | $5,441 | $0 | $13,651 | $0 | $201,101 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Line 7 | FormAndLineReferenceDesc |
| Explanation | Certain executives and management team members are eligible for discretionary incentive bonuses determined through a review of specific performance metrics by the Board of Trustees. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part III, Line 4a | 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 collaborate 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 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. |
| Form 990, Part III, Line 4b | Education - A strong educational focus remains a central part of the Texas Heart Institute's mission. This includes the education of clinical fellows and postdoctoral fellows/early career scientists; continuing education of practicing physicians, clinical researchers, scientists, and other healthcare 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. |
| Form 990, Part VI, Section A, line 7a | Seven of the Board's fourteen members are appointed by Catholic Health Initiatives (CHI). |
| Form 990, Part VI, Section B, line 11b | The Treasurer/CFO, CAO, and Controller of the Texas Heart Institute review the Form 990 prior to filing with the IRS. A copy of the Form is provided to the Board prior to filing. |
| Form 990, Part VI, Section B, line 12c | The conflict of interest policy is delivered to each employee and Board member for a self-audit annually. |
| Form 990, Part VI, Section B, line 15 | The compensation of top management officials and key employees is recommended by the Compensation Committee and approved by the Board. |
| Form 990, Part VI, Section C, line 19 | Available upon request. |
| Form 990, Part XI, line 9: | Pension liability adjustment 286,403. |
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) | Line 10 | Texas Heart Institute | Yes (1) |
| Cardiopulmonary Perfusion Associates Inc | ||||||||||
| PO Box 20345 | Houston | TX | 77225 | 760313066 | Cardiopulmonary perfusion school | TX | 501(c)(3) | Line 12a, I | Texas Heart Institute | Yes (1) |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (1) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | 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 | $6,973,886 | InvolvedAmt |
| Method Of Amount Determination | Cash | MethodOfAmountDeterminationTxt |