2025-02-03T13:40:19-06:00 2023-12-31 760269860 Blazek & Vetterling 2900 Weslayan Suite 200 Houston TX 77027 990 2023-01-01 746053200 Texas Heart Institute TEXA 8323554011 PO Box 20345 Houston TX 77225 Howard Schramm CAO/CFO 8323554011 2025-02-03 1 0 Barbara Murphy P01386215 7134395739 2025-02-03 2023 2025-03-06 01:10:19Z Howard Schramm PO Box 20345 Houston TX 77225 154757545 0 X www.texasheart.org X 1962 TX To reduce the devastating toll of cardiovascular disease through innovative programs. 12 12 234 12 0 0 20165177 27669944 3842406 4442238 3984351 17918517 305503 128596 28297437 50159295 11248786 6973886 0 0 18513376 19327777 0 0 960339 14612402 15299365 44374564 41601028 -16077127 8558267 239276429 268164127 7731484 14816015 231544945 253348112 X 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. 0 0 27901984 6973886 4009905 Medical Research - See Schedule O 773837 432333 Education - See Schedule O 28675821 1 1 0 0 0 0 0 0 0 1 1 0 0 1 1 0 0 1 0 0 0 0 0 0 1 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 1 112 0 1 234 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 12 12 0 0 0 0 0 1 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X Howard Schramm 8323558173 PO Box 20345 Houston TX 77225 Eric D Wade Chair 2.00 2.00 X X 0 0 0 Alfred C Glassell III Vice Chair 2.00 2.00 X X 0 0 0 David M Grimes II Trustee 2.00 2.00 X 0 0 0 T Douglas Lawson PhD Trustee 2.00 0.00 X 0 0 0 Bradley T Lembcke MD Trustee 2.00 0.00 X 0 0 0 Thomas McGinn MD Trustee 2.00 0.00 X 0 0 0 S Reed Morian Trustee 2.00 0.00 X 0 0 0 Mark Parrington Trustee 2.00 0.00 X 0 0 0 Randa Safady PhD Trustee 2.00 0.00 X 0 0 0 Marc Shapiro Trustee 2.00 0.00 X 0 0 0 Alan M Speir MD Trustee 2.00 0.00 X 0 0 0 David Vega MD Trustee 2.00 0.00 X 0 0 0 Joseph G Rogers MD President & CEO 25.00 15.00 X 781717 170475 22827 Howard Schramm Treasurer & CAO/CFO 40.00 2.00 X 402585 0 23551 Emerson Perin MD PhD FACC Medical Director 25.00 15.00 X 562650 459802 25876 Ronald Biediger Director MCRL Chemistry 40.00 0.00 X 250112 0 21145 Peter Vanderslice Director MCRL Biology 40.00 0.00 X 266595 0 21262 Darren Woodside VP Research 40.00 0.00 X 254699 0 16148 Gil Costas Lab Animal Program Director 40.00 0.00 X 219777 0 20171 Keri Sprung VP Education 40.00 0.00 X 209290 0 19921 Julie Kolar Voss VP Development 40.00 0.00 X 205257 0 24750 Jennifer Chambers Administrative Director 40.00 0.00 X 199090 0 19069 Robert Market MCRL Assistant Director 40.00 0.00 X 182009 0 19092 3533781 630277 233812 43 0 1 0 DPR Construction 3200 Southwest Fwy Ste 1550 Houston TX 77027 Construction 1326738 Colliers International Houston 1233 West Loop South Ste 900 Houston TX 77027 Construction 498616 ECG Topco Holdings LLC PO Box 74008176 Chicago IL 60674 Consulting 272042 Origin Editorial LLC PO Box 7714 Broomfield CO 80021 Consulting 234155 Medhi Razavi 4138 Bellefontaine St Houston TX 77025 Medical research 163563 10 771920 5280813 21617211 20351 27669944 Medical research fees 541700 4009905 4009905 Event and exhibit fees 541900 393482 393482 Management/Program fees 541900 28145 28145 Publication revenue 513190 10706 10706 4442238 3988978 3988978 477057 0 477057 477057 477057 118099328 104169789 13929539 13929539 13929539 80000 771920 428461 -348461 -348461 50159295 4442238 0 18047113 6973886 6973886 2649168 1671698 905076 72394 13587238 8584627 4604651 397960 471594 205184 259044 7366 1552849 1186089 322390 44370 1066928 712139 322399 32390 304171 65599 238572 113154 113154 543252 543252 2685690 1633128 974456 78106 754265 3040 751225 368292 273478 83647 11167 198046 79400 112452 6194 4340937 3098364 1129392 113181 283049 245336 37212 501 59387 31275 28112 864 864 1690210 1348739 312163 29308 537621 533708 3913 Materials and supplies 2420830 2291899 36456 92475 Dues and licenses 936395 240828 625173 70394 Publication production 44451 14912 29539 Health tests 18751 15336 2795 620 41601028 28675821 11964868 960339 1257820 4370944 107598 198547 912351 1329095 976470 1566167 503997 782644 68366259 48083617 20359295 20282642 136009545 154313655 79149353 85320433 239276429 268164127 2294651 1822807 2494049 3286575 2942784 9706633 7731484 14816015 X 112547106 121031573 118997839 132316539 231544945 253348112 239276429 268164127 X 8558267 12958497 286403 X 0 1 X 1 1 1 X CHI St Luke's Baylor Med Ctr Houston TX 17689917 19454716 50727932 20165177 27669944 135707686 17689917 19454716 50727932 20165177 27669944 135707686 31995445 103712241 2017459 1691274 2775080 2879498 3988978 13352289 149059975 21462528 0.69580 0.71440 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 36131298 5676 7919742 1389332 42667384 44927461 37800 -7557173 676790 600000 36131298 36896218 101 8602802 571660 44927461 30709367 26761 6736913 576823 36896218 24000585 55 7401337 692610 30709367 0.00000 0.48031 0.51969 0 0 46243737 29412036 16831701 425096 425096 0 18491729 15408689 3083040 3205697 2837796 367901 20282642 Beneficial interest-funds held by affiliates 72694638 Due from affiliates 3001283 Long-term pension assets 858099 Lease right-of-use assets 8766413 85320433 Payable to CHI ST Luke's Hospital 1024305 Lease liabilities 8682328 9706633 Part V, Line 4: 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. Gala 851920 771920 80000 127974 141875 158612 851920 771920 80000 127974 141875 158612 428461 -348461 1 Texas Heart Medical Group 6770 Bertner Ave Houston TX 77030 843475904 501(c)(3) 6973886 0 General support 1 0 Part I, Line 2: THI only made grants to a related 501(c)(3) organization, Texas Heart Medical Group (THMG). THMG is operated closely in connection with THI. X X 0 0 0 0 0 0 0 1 0 Emerson Perin MD PhD FACC Medical Director 487650 459802 75000 0 0 0 12698 0 13178 0 588526 459802 0 0 Joseph G Rogers MD President & CEO 681717 170475 100000 0 0 0 13817 0 9010 0 804544 170475 0 0 Howard Schramm Treasurer & CAO/CFO 402585 0 0 0 0 0 9900 0 13651 0 426136 0 0 0 Peter Vanderslice Director MCRL Biology 254014 0 12581 0 0 0 7611 0 13651 0 287857 0 0 0 Ronald Biediger Director MCRL Chemistry 250112 0 0 0 0 0 7494 0 13651 0 271257 0 0 0 Darren Woodside VP Research 254699 0 0 0 0 0 7635 0 8513 0 270847 0 0 0 Gil Costas Lab Animal Program Director 219777 0 0 0 0 0 6520 0 13651 0 239948 0 0 0 Julie Kolar Voss VP Development 205257 0 0 0 0 0 3982 0 20768 0 230007 0 0 0 Keri Sprung VP Education 163290 0 46000 0 0 0 6270 0 13651 0 229211 0 0 0 Jennifer Chambers Administrative Director 199090 0 0 0 0 0 5961 0 13108 0 218159 0 0 0 Robert Market MCRL Assistant Director 182009 0 0 0 0 0 5441 0 13651 0 201101 0 0 0 Part I, Line 7 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. 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. Texas Heart Medical Group 6770 Bertner Ave Houston TX 77030 843475904 Cardiovascular medical care TX 501(c)(3) Line 10 Texas Heart Institute 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 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 1 1 0 0 Texas Heart Medical Group B 6973886 Cash