Civic Intelligence

Texas Heart Institute Foundation

EIN 76-0080297 • 501(c)3 • Houston, TX

Profile

To help provide for the future financial needs of the texas heart institute by encouraging financial support from individuals, organizations, and foundations.

PO Box 20345Houston, TX 77225

www.texasheart.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

64th percentile

0.36x

Higher debt load relative to assets than 64% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Source year 2018

Liabilities / Revenue

95th percentile

6.04x

Higher debt load relative to revenue than 95% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Source year 2018

Net Margin

99th percentile

97%

Higher net margin than 99% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Source year 2018

Top Officer Pay

48th percentile

$250,000

Higher top officer pay than 48% of similar nonprofits.

Top officer pay equals 14.9% of source-year revenue.

501(c)3 • $25M-$50M nonprofits • Source year 2018

Asset Growth

30th percentile

0.2%

Faster asset growth than 30% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Annualized from 2017 to 2018

Revenue Growth

100th percentile

2514%

Faster revenue growth than 100% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets64th percentile

Assets

Up

$27,756,015

Up $57,005 (+0.2%) from 2017

Liabilities

Down

$10,107,603

Down $457,030 (-4.3%) from 2017

Net Assets

Up

$17,648,412

Up $514,035 (+3.0%) from 2017

Operations
Liabilities / Revenue95th percentileNet Margin99th percentile

Revenue

Up

$1,673,285

Up $1,609,277 (+2514%) from 2017

Expenses

Up

$49,907

Up $40,048 (+406%) from 2017

Net Income

Up

$1,623,378

Up $1,569,229 (+2898%) from 2017

Trend Graphs

Balance Sheet Trend

Asset Growth30th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$30M$20M$10M$0Assets 2010: $15,176,593Liabilities 2010: $1,065,777Net Assets 2010: $14,110,8162010Assets 2011: $16,109,641Liabilities 2011: $133,487Net Assets 2011: $15,976,1542011Assets 2012: $17,428,765Liabilities 2012: $1,065,777Net Assets 2012: $16,362,9882012Assets 2013: $19,445,753Liabilities 2013: $1,065,777Net Assets 2013: $18,379,9762013Assets 2014: $22,584,723Liabilities 2014: $6,134,310Net Assets 2014: $16,450,4132014Assets 2015: $22,112,292Liabilities 2015: $5,719,032Net Assets 2015: $16,393,2602015Assets 2016: $23,461,814Liabilities 2016: $6,875,712Net Assets 2016: $16,586,1022016Assets 2017: $27,699,010Liabilities 2017: $10,564,633Net Assets 2017: $17,134,3772017Assets 2018: $27,756,015Liabilities 2018: $10,107,603Net Assets 2018: $17,648,4122018

Highlighted filing

2018

Assets$27,756,015
Liabilities$10,107,603
Net Assets$17,648,412
Open 2018 Filing

Operations Trend

Revenue Growth100th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$2.0M$1.5M$1.0M$500K$0Expenses 2010: $02010Expenses 2011: $5,7642011Expenses 2012: $6,3892012Revenue 2013: $104,411Expenses 2013: $12,712Net Income 2013: $91,6992013Revenue 2014: $1,010,950Expenses 2014: $5,586Net Income 2014: $1,005,3642014Revenue 2015: $93,396Expenses 2015: $10,778Net Income 2015: $82,6182015Revenue 2016: $97,130Expenses 2016: $8,692Net Income 2016: $88,4382016Revenue 2017: $64,008Expenses 2017: $9,859Net Income 2017: $54,1492017Revenue 2018: $1,673,285Expenses 2018: $49,907Net Income 2018: $1,623,3782018

Highlighted filing

2018

Revenue$1,673,285
Expenses$49,907
Net Income$1,623,378
Open 2018 Filing

Filings

Most recent year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$27,756,015
Liabilities
$10,107,603
Net assets
$17,648,412
Revenue
$1,673,285
Expenses
$49,907
Net income
$1,623,378
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2018Detailed filing. Detailed filing data is available for this year.$27.8$10.1$17.6$1.67$0.05$1.62
2017Detailed filing. Detailed filing data is available for this year.$27.7$10.6$17.1$0.06$0.01$0.05
2016Detailed filing. Detailed filing data is available for this year.$23.5$6.88$16.6$0.10$0.01$0.09
2015Detailed filing. Detailed filing data is available for this year.$22.1$5.72$16.4$0.09$0.01$0.08
2014Detailed filing. Detailed filing data is available for this year.$22.6$6.13$16.5$1.01$0.01$1.01
2013Detailed filing. Detailed filing data is available for this year.$19.4$1.07$18.4$0.10$0.01$0.09
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$17.4$1.07$16.4$0.01
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$16.1$0.13$16.0$0.01
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$15.2$1.07$14.1$0.00
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Jul 18, 2019
Return Version
2018v3.1
Gross Receipts
$2,355,688
Mission and Program Overview

Mission

To help provide for the future financial needs of the texas heart institute by encouraging financial support from individuals, organizations, and foundations.

To help provide for the future financial needs of the Texas Heart Institute by encouraging financial support from individuals, organizations and foundations.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$26,231,999$26,160,319▼ $71,680
Pledges and Grants Receivable$381,072$1,173,439▲ $792,367
Savings and Temporary Cash Investments$986,969$422,257▼ $564,712
Cash and Non-Interest-Bearing Accounts-$0-
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$27,699,010$27,756,015▲ $57,005
Other Assets Total$98,970$0▼ $98,970
Liabilities
Other Liabilities$10,564,633$10,107,603▼ $457,030
Total Liabilities$10,564,633$10,107,603▼ $457,030
Net Assets / Fund Balance
Permanently Rstr Net Assets$17,134,377$17,648,412▲ $514,035
Total Net Assets Fund Balance$17,134,377$17,648,412▲ $514,035
Total Liabilities and Net Assets / Fund Balance$27,699,010$27,756,015▲ $57,005

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2018$18,111,014$272,761▼ $735,363-$17,648,412
2017$16,598,553$991,638▲ $520,823-$18,111,014
2016$16,393,260$62,954▲ $142,339-$16,598,553
2015$16,450,413$20,445▼ $77,598-$16,393,260
2014$15,336,380$958,285▲ $155,748-$16,450,413
Compensation and Service Providers
Top Officer Pay48th percentile

Board Members and Trustees

NameTitle
Suzanne LevinChair
Julie CrosswellTrustee
Lindsey HolsteadTrustee
Roland SledgeTrustee
Fred ZeidmanTres/CFO
Revenue and Support

Revenue Composition

Contributions and Grants
$272,761
Program Service Revenue
$0
Investment Income
$1,400,524
Other Revenue
$0
All Other Contributions
$272,761
Change in Net Assets
$1,623,378
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$49,907
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
Fees for Service Investment Mgmnt Fees-$49,907-$49,907
Total Functional Expenses$0$49,907$0$49,907
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
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Due to affiliate$10,107,603
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
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
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 11B: Form 990 Review Process

“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 governing body prior to filing.”

Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

“The annual conflict of interest policy is provided to each trustee and employee for a self-audit, and potential conflicts of interest must be reported to the board of trustees. Regular communication from management is reinforced throughout the year through weekly, monthly and annual performance review meetings.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“The organization will make these documents available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Texas Heart Institute Foundation
EIN
76-0080297
Phone
8323554994
Address
PO Box 20345, Houston, TX 77225

Signing Officer

Name
Howard Schramm
Title
CAO
Signed
2019-07-18
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Howard Schramm
Formed
1983
Legal Domicile
TX
Voting Board Members
4
Independent Board Members
4
Employees
0

Preparer

Firm
Blazek & Vetterling
Address
2900 Weslayan Suite 200, Houston, TX 77027-5132
Preparer
Jody Blazek
Phone
7134395739
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0Fred Zeidman
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The 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 governing body prior to filing.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The annual conflict of interest policy is provided to each trustee and employee for a self-audit, and potential conflicts of interest must be reported to the board of trustees. Regular communication from management is reinforced throughout the year through weekly, monthly and annual performance review meetings.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2The organization will make these documents available to the public upon request.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1Cardiopulmonary Perfusion Assoc
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt1Cardiovascular research support
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