Civic Intelligence

Houston Aortic Symposium Inc

990 • Fiscal year 2015 • EIN 46-4518003

Jan 01, 2015 to Dec 31, 2015 • Filed on Nov 15, 2016

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

55th percentile

0.00x

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Liabilities / Revenue

55th percentile

0.00x

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Net Margin

56th percentile

5.8%

Higher net margin than 56% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2015

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2015

Balance Sheet
Liabilities / Assets55th percentile

Assets

$154,962

No earlier filing loaded for comparison.

Net Assets

$154,962

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin56th percentile

Revenue

$483,861

No earlier filing loaded for comparison.

Expenses

$455,734

No earlier filing loaded for comparison.

Net Income

$28,127

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

2015

Assets$154,962
Liabilities$0
Net Assets$154,962
Open 2015 Filing

Operations Trend

Revenue GrowthScore unavailable

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

2015

Revenue$483,861
Expenses$455,734
Net Income$28,127
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Nov 15, 2016
Return Version
2015v2.1
Gross Receipts
$483,861
Mission and Program Overview

Mission

To plan, sponsor, organize, conduct, and host 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. Specifically, such educational symposiums will present global and hybrid developments in the cardiovascular practice area and assist in disseminating such global knowledge to the medical community which will benefit patients who suffer from cardiovascular and related disease. The houston aortic symposium,inc. Is designed for cardiac surgeons, cardiologists, vascular surgeons, internists, family practice physicians, anesthesiologists, cardiac nurses, nurse practitioners, physician assistants, residents, and other healthcare professionals involved in the care and treatment of patients with cardiovascular diseases.

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

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts-$154,962-
Rtn Earn Endowment Incm Other Fnds$0$154,962▲ $154,962
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$0$154,962▲ $154,962
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$0$154,962▲ $154,962
Total Liabilities and Net Assets / Fund Balance$0$154,962▲ $154,962
Compensation and Service Providers
Top Officer Pay75th percentile

Board Members and Trustees

NameTitle
Hazim J Safi MdDirector, President, Treasurer
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
$380,906
Program Service Revenue
$102,955
Investment Income
$0
Other Revenue
$0
All Other Contributions
$380,906
Change in Net Assets
$28,127
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$455,734
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$175,963--$175,963
Advertising$52,157--$52,157
Other Expenses$16,147--$16,147
All Other Expenses$10,076--$10,076
Total Functional Expenses$455,734$0$0$455,734
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 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 11

“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 Symposium Inc
EIN
46-4518003
Phone
7134865100
Address
6400 FANNIN ST STE 2850, HOUSTON, TX 77030

Signing Officer

Name
Charles Miller
Title
Director, President, Treasurer
Phone
7134865100
Signed
2016-11-15
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
6

Preparer

Firm
Miller Grossbard Advisors Llp
Address
2204 LOUISIANA SECOND FLOOR, HOUSTON, TX 77002-8626
Preparer
Kathryn Sanders
Phone
7136223960
Raw XML Appendix296 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/MissionDesc0TO PLAN, SPONSOR, ORGANIZE, CONDUCT, AND HOST 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. SPECIFICALLY, SUCH EDUCATIONAL SYMPOSIUMS WILL PRESENT GLOBAL AND HYBRID DEVELOPMENTS IN THE CARDIOVASCULAR PRACTICE AREA AND ASSIST IN DISSEMINATING SUCH GLOBAL KNOWLEDGE TO THE MEDICAL COMMUNITY WHICH WILL BENEFIT PATIENTS WHO SUFFER FROM CARDIOVASCULAR AND RELATED DISEASE. THE HOUSTON AORTIC SYMPOSIUM,INC. IS DESIGNED FOR CARDIAC SURGEONS, CARDIOLOGISTS, VASCULAR SURGEONS, INTERNISTS, FAMILY PRACTICE PHYSICIANS, ANESTHESIOLOGISTS, CARDIAC NURSES, NURSE PRACTITIONERS, PHYSICIAN ASSISTANTS, RESIDENTS, AND OTHER HEALTHCARE PROFESSIONALS INVOLVED IN THE CARE AND TREATMENT OF PATIENTS WITH CARDIOVASCULAR DISEASES.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE 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/ExplanationTxt1BOARD 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.
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02204 LOUISIANA SECOND FLOOR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0HOUSTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0770028626
ReturnHeader/PreparerPersonGrp/PhoneNum07136223960
ReturnHeader/PreparerPersonGrp/PreparationDt02016-11-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KATHRYN SANDERS
ReturnHeader/ReturnTs02016-11-15T16:55:27-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

Document Assets

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Filings

Displayed year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$154,962
Liabilities
$0
Net assets
$154,962
Revenue
$483,861
Expenses
$455,734
Net income
$28,127
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
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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