Civic Intelligence

Interamerican Heart Foundation Inc.

990 • Fiscal year 2016 • EIN 75-2605363

Jul 01, 2015 to Jun 30, 2016 • Filed on Mar 14, 2017

7272 Greenville AvenueDallas, TX 75231

(214) 706-1354

Siviq Scores

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

Liabilities / Assets

81st percentile

0.16x

Higher debt load relative to assets than 81% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

87th percentile

0.19x

Higher debt load relative to revenue than 87% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Net Margin

5th percentile

-96%

Higher net margin than 5% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

97th percentile

$76,181

Higher top officer pay than 97% of similar nonprofits.

Top officer pay equals 26.8% of source-year revenue.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

10th percentile

-43%

Faster asset growth than 10% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

25th percentile

-19%

Faster revenue growth than 25% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Assets

Down

$342,704

Down $263,580 (-43%) from 2015

Net Assets

Down

$287,512

Down $278,194 (-49%) from 2015

Liabilities

Up

$55,192

Up $14,614 (+36%) from 2015

Revenue

Down

$283,844

Down $65,231 (-19%) from 2015

Expenses

Down

$557,713

Down $19,199 (-3.3%) from 2015

Net Income

Down

-$273,869

Down $46,032 (-20%) from 2015

Historical Trend

Balance Sheet Trend

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

$1.5M$1.0M$500K$0Assets 2010: $416,260Liabilities 2010: $110,427Net Assets 2010: $305,8332010Assets 2011: $351,157Liabilities 2011: $41,245Net Assets 2011: $309,9122011Assets 2012: $460,579Liabilities 2012: $39,045Net Assets 2012: $421,5342012Assets 2013: $1,116,957Liabilities 2013: $59,220Net Assets 2013: $1,057,7372013Assets 2014: $1,035,017Liabilities 2014: $203,049Net Assets 2014: $831,9682014Assets 2015: $606,284Liabilities 2015: $40,578Net Assets 2015: $565,7062015Assets 2016: $342,704Liabilities 2016: $55,192Net Assets 2016: $287,5122016Assets 2017: $397,625Liabilities 2017: $136,855Net Assets 2017: $260,7702017Assets 2018: $242,374Liabilities 2018: $50,218Net Assets 2018: $192,1562018Assets 2019: $217,458Liabilities 2019: $66,378Net Assets 2019: $151,0802019Assets 2020: $265,263Liabilities 2020: $42,472Net Assets 2020: $222,7912020Assets 2021: $302,785Liabilities 2021: $32,731Net Assets 2021: $270,0542021Assets 2022: $238,158Liabilities 2022: $57,899Net Assets 2022: $180,2592022Assets 2023: $156,421Liabilities 2023: $48,821Net Assets 2023: $107,6002023Assets 2024: $179,249Liabilities 2024: $52,980Net Assets 2024: $126,2692024Assets 2025: $194,817Liabilities 2025: $81,315Net Assets 2025: $113,5022025

Highlighted filing

2016

Assets$342,704
Liabilities$55,192
Net Assets$287,512

Operations Trend

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

$1.0M$500K$0-$500KExpenses 2010: $748,2972010Expenses 2011: $439,7372011Expenses 2012: $628,4282012Expenses 2013: $768,0052013Revenue 2014: $674,869Expenses 2014: $906,113Net Income 2014: -$231,2442014Revenue 2015: $349,075Expenses 2015: $576,912Net Income 2015: -$227,8372015Revenue 2016: $283,844Expenses 2016: $557,713Net Income 2016: -$273,8692016Revenue 2017: $422,283Expenses 2017: $358,339Net Income 2017: $63,9442017Revenue 2018: $207,446Expenses 2018: $272,727Net Income 2018: -$65,2812018Revenue 2019: $179,632Expenses 2019: $204,421Net Income 2019: -$24,7892019Revenue 2020: $279,841Expenses 2020: $208,130Net Income 2020: $71,7112020Revenue 2021: $231,819Expenses 2021: $184,553Net Income 2021: $47,2662021Revenue 2022: $103,394Expenses 2022: $193,189Net Income 2022: -$89,7952022Revenue 2023: $121,126Expenses 2023: $193,785Net Income 2023: -$72,6592023Revenue 2024: $147,125Expenses 2024: $128,456Net Income 2024: $18,6692024Revenue 2025: $166,630Expenses 2025: $179,397Net Income 2025: -$12,7672025

Highlighted filing

2016

Revenue$283,844
Expenses$557,713
Net Income-$273,869
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Mar 14, 2017
Return Version
2015v3.0
Gross Receipts
$283,844
Mission and Program Overview

Mission

Promote reduction of disability and death from cardiovascular diseases and strokes in the americas.

Balance Sheet Detail
LineBeginningEndChange
Assets
Accounts Receivable$278,796$162,274▼ $116,522
Cash and Non-Interest-Bearing Accounts$293,771$146,713▼ $147,058
Savings and Temporary Cash Investments$30,232$30,232→ $0
Intangible Assets$1,625--
Prepaid Expenses and Deferred Charges$1,547--
Land, Buildings, and Equipment, Net$313$313→ $0
Total Assets$606,284$342,704▼ $263,580
Other Assets Total-$3,172-
Liabilities
Other Liabilities-$36,912-
Accounts Payable and Accrued Expenses$27,628$18,280▼ $9,348
Deferred Revenue$12,950--
Total Liabilities$40,578$55,192▲ $14,614
Net Assets / Fund Balance
Unrestricted Net Assets$565,706$287,512▼ $278,194
Total Net Assets Fund Balance$565,706$287,512▼ $278,194
Total Liabilities and Net Assets / Fund Balance$606,284$342,704▼ $263,580

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$313$33,168-
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Beatriz M Champagne PHDExecutive DirectorFT$76,181$76,181

Board Members and Trustees

NameTitle
Deborah Chen SRN MPHImmediate past president
Ana TambussiVP/President Elect
Andreas WielgoszBoard Member
Eduado BiancoBoard Member
Eduaro Morales BricenoBoard Member
Henry StewardBoard Member
Molly PondBoard Member
Nathan WongBoard Member
Oscar CabreraBoard Member
Paula JohnsBoard Member
Rafael SchucleibBoard Member
Carlos MendozaSecretary
Dean SannerTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$281,445
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$2,399
All Other Contributions
$229,445
Change in Net Assets
$-273,869
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$413,927
Salaries, Compensation, and Employee Benefits$143,786
Total Fundraising Expense$9,142
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Other$222,707$30,369-$253,076
Current Officers, Directors, Trustees, and Key Employees$33,519$33,520$9,142$76,181
Travel$61,306$8,360-$69,666
Other Salaries and Wages$40,409$5,510-$45,919
All Other Expenses$15,474$2,110-$17,584
Fees for Services Accounting-$16,140-$16,140
Insurance$15,924--$15,924
Other Employee Benefits$10,821$1,476-$12,297
Payroll Taxes$8,262$1,127-$9,389
Conferences and Meetings$8,694--$8,694
Occupancy$8,605--$8,605
Other Expenses$209--$209
Total Functional Expenses$449,959$98,612$9,142$557,713
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Payroll liabilities$17,772
Accrued Paid time off$12,950
Federal income taxes$2,701
Interaffiliate payable projects$1,833
Benefits$1,656
Accrued wages-
Deferred Membership dues-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
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
Yes
Other officer compensation reviewed
Yes
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 11A

Copies sent via email to all members

Form 990, Part VI, Section C, Line 19

Available upon request

Filing and Contact Details

Filer

Filer Name
Interamerican Heart Foundation Inc
EIN
75-2605363
Phone
2147061354
Address
7272 Greenville Avenue, Dallas, TX 75231

Signing Officer

Name
Javier Valenzuela
Title
Manager
Signed
2017-03-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Beatriz M Champagne
Formed
1994
Legal Domicile
TX
Voting Board Members
10
Independent Board Members
9
Employees
0

Preparer

Firm
Neal R Haile CPA
Address
4221 Dobbs Rd, Corinth, TX 76208
Preparer
Neal R Haile
Phone
2146950739
Supplemental Narrative

Additional Explanations

Form 990, Part III, Line 4D

Program Service Expenses 94,492, Grants and allocations 0, Revenue 0 Professional education and training to applicable medical individuals, trainers, and scientists to accomplish the overall mission

Form 990, Part IX, Section A, Line 11G

Fees for outside speakers, public outreach programs, and community education

Form 990, Part IX, Line 17

Airfare and loding for meetings

Form 990, Part IX, Section A, Line 5

Compensation of key employee, shown on VII employee number 10

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IRS990/OtherExpensesGrp/TotalAmt2209
IRS990/OtherLiabilitiesGrp/EOYAmt036912
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt02399
IRS990/OtherRevenueTotalAmt02399
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt05510
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt040409
IRS990/OtherSalariesAndWagesGrp/TotalAmt045919
IRS990/OtherWebsiteInd0X
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt01127
IRS990/PayrollTaxesGrp/ProgramServicesAmt08262
IRS990/PayrollTaxesGrp/TotalAmt09389
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt01547
IRS990/PrincipalOfficerNm0Beatriz M Champagne
IRS990/PriorPeriodAdjustmentsAmt0-4325
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgSrvcAccomActy2Grp/Desc0Community Services--to provide organized training and emergency aid, blood pressure screening, and other community wide activities.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt049495
IRS990/ProgSrvcAccomActy3Grp/Desc0Research--to acquire new knowledge through biomedical investigation by providing financial support to academic institutions and scientist
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt098991
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0349000
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt075
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0443423
IRS990/PYRevenuesLessExpensesAmt0-227837
IRS990/PYSalariesCompEmpBnftPaidAmt0133489
IRS990/PYTotalExpensesAmt0576912
IRS990/PYTotalRevenueAmt0349075
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0-273869
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt030232
IRS990/SavingsAndTempCashInvstGrp/EOYAmt030232
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0281445
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0300000
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0674801
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt01404133
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0739769
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt03400148
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt075
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt068
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt072
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0281
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0496
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.99990
IRS990ScheduleA/PublicSupportCY509Pct00.00000
IRS990ScheduleA/PublicSupportPY170Pct00.99940
IRS990ScheduleA/PublicSupportTotal170Amt03400148
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0281445
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0300000
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0674801
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt01404133
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0739769
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt03400148
IRS990ScheduleA/TotalSupportAmt03400644
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/EquipmentGrp/BookValueAmt0313
IRS990ScheduleD/EquipmentGrp/DepreciationAmt033168
IRS990ScheduleD/EquipmentGrp/InvestmentCostOrOtherBasisAmt033481
IRS990ScheduleD/InclEscrowCustodialAcctLiabInd0false
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt02701
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt11833
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt217772
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt31656
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt412950
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Federal income taxes
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1Interaffiliate payable projects
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2Payroll liabilities
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc3Benefits
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc4Accrued Paid time off
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc5Accrued wages
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc6Deferred Membership dues
IRS990ScheduleD/OtherSecuritiesGrp/Desc0Financial derivatives and other financial products
IRS990ScheduleD/OtherSecuritiesGrp/Desc1Closely-held equity interests
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0313
IRS990ScheduleD/TotalLiabilityAmt036912
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Program Service Expenses 94,492, Grants and allocations 0, Revenue 0 Professional education and training to applicable medical individuals, trainers, and scientists to accomplish the overall mission
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Copies sent via email to all members
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Available upon request
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Fees for outside speakers, public outreach programs, and community education
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Airfare and loding for meetings
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Compensation of key employee, shown on VII employee number 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part III, Line 4d
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section B, Line 11a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section C, Line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part IX, Section A, Line 11g
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part IX, Line 17
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990, Part IX, Section a, Line 5
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0606284
IRS990/TotalAssetsEOYAmt0342704
IRS990/TotalAssetsGrp/BOYAmt0606284
IRS990/TotalAssetsGrp/EOYAmt0342704
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0281445
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt09142
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt098612
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0449959
IRS990/TotalFunctionalExpensesGrp/TotalAmt0557713
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt040578
IRS990/TotalLiabilitiesEOYAmt055192
IRS990/TotalLiabilitiesGrp/BOYAmt040578
IRS990/TotalLiabilitiesGrp/EOYAmt055192

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.19$0.08$0.11$0.17$0.18$0.01
2024Detailed filing. Detailed filing data is available for this year.$0.18$0.05$0.13$0.15$0.13$0.02
2023Detailed filing. Detailed filing data is available for this year.$0.16$0.05$0.11$0.12$0.19$0.07
2022Detailed filing. Detailed filing data is available for this year.$0.24$0.06$0.18$0.10$0.19$0.09
2021Detailed filing. Detailed filing data is available for this year.$0.30$0.03$0.27$0.23$0.18$0.05
2020Detailed filing. Detailed filing data is available for this year.$0.27$0.04$0.22$0.28$0.21$0.07
2019Detailed filing. Detailed filing data is available for this year.$0.22$0.07$0.15$0.18$0.20$0.02
2018Detailed filing. Detailed filing data is available for this year.$0.24$0.05$0.19$0.21$0.27$0.07
2017Detailed filing. Detailed filing data is available for this year.$0.40$0.14$0.26$0.42$0.36$0.06
2016Detailed filing. Detailed filing data is available for this year.$0.34$0.06$0.29$0.28$0.56$0.27
2015Detailed filing. Detailed filing data is available for this year.$0.61$0.04$0.57$0.35$0.58$0.23
2014Detailed filing. Detailed filing data is available for this year.$1.04$0.20$0.83$0.67$0.91$0.23
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.12$0.06$1.06$0.77
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.46$0.04$0.42$0.63
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.35$0.04$0.31$0.44
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.42$0.11$0.31$0.75