Civic Intelligence

Houston Aortic Symposium Inc

990 • Fiscal year 2023 • EIN 46-4518003

Jan 01, 2023 to Dec 31, 2023 • Filed on Jul 29, 2024

Organization ProfileWWW.HOUSTONAORTICSYMPOSIUM.COM
6400 Fannin St Ste 2850Houston, TX 77030

(713) 486-5100

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

58th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

59th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Net Margin

64th percentile

11%

Higher net margin than 64% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

69th percentile

15%

Faster asset growth than 69% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

44th percentile

0.1%

Faster revenue growth than 44% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets58th percentile

Assets

Up

$421,120

Up $56,209 (+15%) from 2022

Net Assets

Up

$421,120

Up $56,209 (+15%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin64th percentile

Revenue

Up

$490,510

Up $275 (+0.1%) from 2022

Expenses

Down

$434,301

Down $58,941 (-12%) from 2022

Net Income

Up

$56,209

Up $59,216 (+1969%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth69th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$600K$400K$200K$0Assets 2015: $154,962Liabilities 2015: $0Net Assets 2015: $154,9622015Assets 2016: $217,642Liabilities 2016: $0Net Assets 2016: $217,6422016Assets 2017: $241,292Liabilities 2017: $0Net Assets 2017: $241,2922017Assets 2018: $221,751Liabilities 2018: $0Net Assets 2018: $221,7512018Assets 2019: $273,863Liabilities 2019: $0Net Assets 2019: $273,8632019Assets 2020: $367,918Liabilities 2020: $0Net Assets 2020: $367,9182020Assets 2021: $367,918Liabilities 2021: $0Net Assets 2021: $367,9182021Assets 2022: $364,911Liabilities 2022: $0Net Assets 2022: $364,9112022Assets 2023: $421,120Liabilities 2023: $0Net Assets 2023: $421,1202023Assets 2024: $465,000Liabilities 2024: $0Net Assets 2024: $465,0002024

Highlighted filing

2023

Assets$421,120
Liabilities$0
Net Assets$421,120
Open 2023 Filing

Operations Trend

Revenue Growth44th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$600K$400K$200K$0-$200KRevenue 2015: $483,861Expenses 2015: $455,734Net Income 2015: $28,1272015Revenue 2016: $554,060Expenses 2016: $491,380Net Income 2016: $62,6802016Revenue 2017: $520,715Expenses 2017: $497,065Net Income 2017: $23,6502017Revenue 2018: $385,978Expenses 2018: $405,519Net Income 2018: -$19,5412018Revenue 2019: $487,980Expenses 2019: $435,868Net Income 2019: $52,1122019Revenue 2020: $473,529Expenses 2020: $379,474Net Income 2020: $94,0552020Revenue 2021: $0Expenses 2021: $0Net Income 2021: $02021Revenue 2022: $490,235Expenses 2022: $493,242Net Income 2022: -$3,0072022Revenue 2023: $490,510Expenses 2023: $434,301Net Income 2023: $56,2092023Revenue 2024: $500,666Expenses 2024: $456,786Net Income 2024: $43,8802024

Highlighted filing

2023

Revenue$490,510
Expenses$434,301
Net Income$56,209
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Jul 29, 2024
Return Version
2023v5.1
Gross Receipts
$490,510
Mission and Program Overview

Mission

To hold an annual scientific and educational meeting on topics pertinent to aortic disease and its treatment.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$364,911$421,120▲ $56,209
Cash and Non-Interest-Bearing Accounts$341,118$409,814▲ $68,696
Prepaid Expenses and Deferred Charges$23,793$11,306▼ $12,487
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$364,911$421,120▲ $56,209
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$364,911$421,120▲ $56,209
Total Liabilities and Net Assets / Fund Balance$364,911$421,120▲ $56,209
Compensation and Service Providers
Top Officer Pay78th percentile

Board Members and Trustees

NameTitle
Hazim J Safi MdDirector, President, Treas
Anthony L Estrera MdDirector, Vice President
Charles C Miller Iii PhdDirector
Kamal G Khalil MdDirector
Kristofer M Charlton-ouw MdDirector
Ali Azizzadeh MdDirector, Secretary
Revenue and Support

Revenue Composition

Contributions and Grants
$410,000
Program Service Revenue
$80,510
Investment Income
$0
Other Revenue
$0
All Other Contributions
$410,000
Change in Net Assets
$56,209
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$434,301
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Travel$105,104--$105,104
Advertising$40,223--$40,223
All Other Expenses$30,619--$30,619
Other Expenses$19,739--$19,739
Fees for Services Accounting$5,230--$5,230
Total Functional Expenses$434,301$0$0$434,301
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“The form 990 is reviewed by the president. It is kept on file for review by all governing body or general public on request for 3 years.”

Form 990, Part VI, Section B, Line 12C

“Board members must disclose conflicts prior to any vote on a contract or transaction that might present a potential conflict as stated in the bylaws. Directors should provide written disclosures annually.”

Form 990, Part VI, Section C, Line 19

“Copies are available upon request”

Filing and Contact Details

Filer

Filer Name
Houston Aortic Foundation
EIN
46-4518003
Phone
7134865100
Address
6400 FANNIN ST STE 2850, HOUSTON, TX 77030

Signing Officer

Name
Hazim J Safi Md
Title
Director, President, Treasurer
Phone
7134865100
Signed
2024-07-29
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Hazim J Safi Md
Formed
2015
Legal Domicile
TX
Voting Board Members
6
Independent Board Members
6
Employees
0
Volunteers
0

Preparer

Firm
Miller Grossbard Advisors Llp
Address
600 N SHEPHERD DR SUITE 200, HOUSTON, TX 77007
Preparer
Adam Barr
Phone
7136223960
Supplemental Narrative

Additional Explanations

FORM 990, PART III, LINE 1, DESCRIPTION OF ORGANIZATION MISSION:

“The corporation shall engage in activities including, but not limited to, the following: (i) planning, sponsoring, organizing, conducting, and/or hosting certain scientific and educational symposiums, conferences, and other potential meetings for the purpose of educating medical doctors and physicians and other medical researchers and health professionals on the latest research and developments in the primary practice area of cardiovascular disease; (ii) organizing, developing, and/or sustaining certain activities and programs (including, but not limited to, the "living with vascular disease; engagement and outreach network or "live-on") that provide survivorship support to people with aortic disease and their families, facilitate patient-expert engagement and educational opportunities, and generally advance research aimed at understanding and improving the quality of life and condition management of such patients and their families; and (iii) any and all other activities or endeavors as the board of directors of the corporation may deem necessary or appropriate to further such purposes.”

Raw XML Appendix334 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/Form990PartVIISectionAGrp/TitleTxt1DIRECTOR
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IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE CORPORATION SHALL ENGAGE IN ACTIVITIES INCLUDING, BUT NOT LIMITED TO, THE FOLLOWING: (I) PLANNING, SPONSORING, ORGANIZING, CONDUCTING, AND/OR HOSTING CERTAIN SCIENTIFIC AND EDUCATIONAL SYMPOSIUMS, CONFERENCES, AND OTHER POTENTIAL MEETINGS FOR THE PURPOSE OF EDUCATING MEDICAL DOCTORS AND PHYSICIANS AND OTHER MEDICAL RESEARCHERS AND HEALTH PROFESSIONALS ON THE LATEST RESEARCH AND DEVELOPMENTS IN THE PRIMARY PRACTICE AREA OF CARDIOVASCULAR DISEASE; (II) ORGANIZING, DEVELOPING, AND/OR SUSTAINING CERTAIN ACTIVITIES AND PROGRAMS (INCLUDING, BUT NOT LIMITED TO, THE "LIVING WITH VASCULAR DISEASE; ENGAGEMENT AND OUTREACH NETWORK OR "LIVE-ON") THAT PROVIDE SURVIVORSHIP SUPPORT TO PEOPLE WITH AORTIC DISEASE AND THEIR FAMILIES, FACILITATE PATIENT-EXPERT ENGAGEMENT AND EDUCATIONAL OPPORTUNITIES, AND GENERALLY ADVANCE RESEARCH AIMED AT UNDERSTANDING AND IMPROVING THE QUALITY OF LIFE AND CONDITION MANAGEMENT OF SUCH PATIENTS AND THEIR FAMILIES; AND (III) ANY AND ALL OTHER ACTIVITIES OR ENDEAVORS AS THE BOARD OF DIRECTORS OF THE CORPORATION MAY DEEM NECESSARY OR APPROPRIATE TO FURTHER SUCH PURPOSES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE FORM 990 IS REVIEWED BY THE PRESIDENT. IT IS KEPT ON FILE FOR REVIEW BY ALL GOVERNING BODY OR GENERAL PUBLIC ON REQUEST FOR 3 YEARS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2BOARD MEMBERS MUST DISCLOSE CONFLICTS PRIOR TO ANY VOTE ON A CONTRACT OR TRANSACTION THAT MIGHT PRESENT A POTENTIAL CONFLICT AS STATED IN THE BYLAWS. DIRECTORS SHOULD PROVIDE WRITTEN DISCLOSURES ANNUALLY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3COPIES ARE AVAILABLE UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART III, LINE 1, DESCRIPTION OF ORGANIZATION MISSION:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
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IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0410000
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0434301
IRS990/TotalFunctionalExpensesGrp/TotalAmt0434301
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IRS990/TotalProgramServiceRevenueAmt080510
IRS990/TotalReportableCompFromOrgAmt00
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IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt080510
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0490510
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
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IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0421120
IRS990/TotReportableCompRltdOrgAmt00
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IRS990/VotingMembersIndependentCnt06
IRS990/WebsiteAddressTxt0HTTP://WWW.HOUSTONAORTICSYMPOSIUM.COM
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02024-08-08 14:25:15Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0HAZIM J SAFI MD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR, PRESIDENT, TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum07134865100
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-07-29
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HOUSTON AORTIC FOUNDATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0(FKA HOUSTON AORTIC SYMPOSIUM INC)
ReturnHeader/Filer/BusinessNameControlTxt0HOUS
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ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0462958029
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MILLER GROSSBARD ADVISORS LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0600 N SHEPHERD DR SUITE 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0HOUSTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd077007
ReturnHeader/PreparerPersonGrp/PhoneNum07136223960
ReturnHeader/PreparerPersonGrp/PreparationDt02024-07-31
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ADAM BARR
ReturnHeader/ReturnTs02024-08-26T08:43:44-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$421,120
Liabilities
$0
Net assets
$421,120
Revenue
$490,510
Expenses
$434,301
Net income
$56,209
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.65$0.00$4.65$5.01$4.57$0.44
2023Detailed filing. Detailed filing data is available for this year.$4.21$0.00$4.21$4.91$4.34$0.56
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.65$0.00$3.65$4.90$4.93$0.03
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.68$0.00$3.68$0.00$0.00$0.00
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.68$0.00$3.68$4.74$3.79$0.94
2019Summary only. Only limited summary data is available for this year.$2.74$0.00$2.74$4.88$4.36$0.52
2018Summary only. Only limited summary data is available for this year.$2.22$0.00$2.22$3.86$4.06$0.20
2017Summary only. Only limited summary data is available for this year.$2.41$0.00$2.41$5.21$4.97$0.24
2016Summary only. Only limited summary data is available for this year.$2.18$0.00$2.18$5.54$4.91$0.63
2015Detailed filing. Detailed filing data is available for this year.$1.55$0.00$1.55$4.84$4.56$0.28