Civic Intelligence

Texas Heart Institute Foundation

990 • Fiscal year 2013 • EIN 76-0080297

Jan 01, 2013 to Dec 31, 2013 • Filed on Nov 15, 2014

Organization ProfileWWW.TEXASHEART.ORG
PO Box 2034577225

(832) 355-4994

Siviq Scores

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

Liabilities / Assets

25th percentile

0.05x

Higher debt load relative to assets than 25% of similar nonprofits.

2013 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2013

Liabilities / Revenue

96th percentile

10.21x

Higher debt load relative to revenue than 96% of similar nonprofits.

2013 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2013

Net Margin

97th percentile

88%

Higher net margin than 97% of similar nonprofits.

2013 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2013

Top Officer Pay

90th percentile

$529,990

Higher top officer pay than 90% of similar nonprofits.

Top officer pay equals 507.6% of source-year revenue.

2013 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2013

Asset Growth

74th percentile

12%

Faster asset growth than 74% of similar nonprofits.

2013 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

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

Source year 2013

Balance Sheet
Liabilities / Assets25th percentile

Assets

Up

$19,445,753

Up $2,016,988 (+12%) from 2012

Net Assets

Up

$18,379,976

Up $2,016,988 (+12%) from 2012

Liabilities

Flat

$1,065,777

Flat from 2012

Revenue And Expenses
Liabilities / Revenue96th percentileNet Margin97th percentile

Revenue

$104,411

No earlier filing loaded for comparison.

Expenses

Up

$12,712

Up $6,323 (+99%) from 2012

Net Income

$91,699

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth74th percentile

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

$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

2013

Assets$19,445,753
Liabilities$1,065,777
Net Assets$18,379,976
Open 2013 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this 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

2013

Revenue$104,411
Expenses$12,712
Net Income$91,699
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Nov 15, 2014
Return Version
2013v3.1
Gross Receipts
$120,475
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.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$15,303,583$17,259,983▲ $1,956,400
Savings and Temporary Cash Investments$1,073,609$1,804,739▲ $731,130
Pledges and Grants Receivable$970,874--
Total Assets$17,428,765$19,445,753▲ $2,016,988
Other Assets Total$80,699$381,031▲ $300,332
Liabilities
Other Liabilities$1,065,777$1,065,777→ $0
Total Liabilities$1,065,777$1,065,777→ $0
Net Assets / Fund Balance
Permanently Rstr Net Assets$16,362,988$18,379,976▲ $2,016,988
Total Net Assets Fund Balance$16,362,988$18,379,976▲ $2,016,988
Total Liabilities and Net Assets / Fund Balance$17,428,765$19,445,753▲ $2,016,988

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2013$16,368,753$12,600▲ $2,010,258-$18,391,611
2012$15,049,629$252,336▲ $1,066,788-$16,368,753
2011$14,110,816$64,104▲ $624,709$250,000$15,049,629
2010$13,921,405$28,551▲ $160,860-$14,110,816
2009$13,383,477$536,692▲ $1,236-$13,921,405
Compensation and Service Providers
Top Officer Pay90th percentile

Employees

NameTitleOtherTotal
Denton a Cooley MdVice Preside$529,990$529,990
Marc MattssonVice Preside$475,684$475,684

Board Members and Trustees

NameTitle
Issac Arnold JrPresident &
Denton a Cooley MdVice President
Marc MattssonVice President
Jack T TrotterSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$61,726
Program Service Revenue
$0
Investment Income
$42,685
Other Revenue
$0
All Other Contributions
$61,726
Change in Net Assets
$91,699

Audited Revenue Reconciliation

Revenue per Audited Statements
$104,411
Revenue Not Reported on Form 990
$1,925,289
Total Revenue per Audited Statements
$2,029,700
Total Revenue per Form 990
$104,411
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$12,712
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-$6,842-$6,842
Other Expenses-$5,870-$5,870
Total Functional Expenses$0$12,712$0$12,712

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$12,712
Total Expenses per Audited Statements$12,712
Total Expenses per Form 990$12,712
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
Payable to Thi$1,065,777
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, Page 6, Part VI, Line 11B

“Ceo, coo, and president review the form 990 once completed. They review for accuracy prior to execution of the document.”

Form 990, Page 6, Part VI, Line 12C

“Annual conflict of interest policy is delivered to each employee for a self audit. Regular communications from management is reinforced through the year through weekly and monthly performance review meetings.”

Form 990, Page 6, Part VI, Line 19

“The organization does not make its governing documents, conflict of interest polices, or financial statements available to the public.”

Filing and Contact Details

Filer

EIN
76-0080297
Phone
8323554994

Signing Officer

Name
Marc Mattsson
Title
CEO
Phone
8323554994
Signed
2014-11-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Marc Mattsson
Formed
1983
Legal Domicile
TX
Voting Board Members
4
Independent Board Members
3
Employees
0

Preparer

Preparer
Tene Thomas
Phone
7139681600
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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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0CEO, COO, AND PRESIDENT REVIEW THE FORM 990 ONCE COMPLETED. THEY REVIEW FOR ACCURACY PRIOR TO EXECUTION OF THE DOCUMENT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ANNUAL CONFLICT OF INTEREST POLICY IS DELIVERED TO EACH EMPLOYEE FOR A SELF AUDIT. REGULAR COMMUNICATIONS FROM MANAGEMENT IS REINFORCED THROUGH THE YEAR THROUGH WEEKLY AND MONTHLY PERFORMANCE REVIEW MEETINGS.
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IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
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IRS990ScheduleR/PaidEmployeesSharingInd0false
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
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IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0false
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt0381031
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt11065777
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IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt1ACTUAL
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine10TEXAS HEART INSTITUTE
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine11TEXAS HEART INSTITUTE
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IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt1E
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IRS990ScheduleR/TransferToOtherOrgInd0false
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0true
IRS990/TerminateOperationsInd0false
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IRS990/TotalAssetsEOYAmt019445753
IRS990/TotalAssetsGrp/BOYAmt017428765
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IRS990/TotalCompGreaterThan150KInd0true
IRS990/TotalContributionsAmt061726
IRS990/TotalEmployeeCnt00
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IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt012712
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IRS990/TotalRevenueGrp/ExclusionAmt042685
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0104411
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IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt019445753
IRS990/TotReportableCompRltdOrgAmt0939820
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IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine10PO BOX 20345
IRS990/USAddress/City0HOUSTON
IRS990/USAddress/State0TX
IRS990/USAddress/ZIPCode077225
IRS990/VotingMembersGoverningBodyCnt04
IRS990/VotingMembersIndependentCnt03
IRS990/WebsiteAddressTxt0WWW.TEXASHEART.ORG
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MARC MATTSSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CEO
ReturnHeader/BusinessOfficerGrp/PhoneNum08323554994
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine10TEXAS HEART INSTITUTE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0TEXA
ReturnHeader/Filer/EIN0760080297
ReturnHeader/Filer/PhoneNum08323554994
ReturnHeader/Filer/USAddress/AddressLine10PO BOX 20345
ReturnHeader/Filer/USAddress/City0HOUSTON
ReturnHeader/Filer/USAddress/State0TX
ReturnHeader/Filer/USAddress/ZIPCode077225
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0760488832
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10MCCONNELL & JONES LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine103040 POST OAK BLVD STE 1600
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0HOUSTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode0770566574
ReturnHeader/PreparerPersonGrp/PhoneNum07139681600
ReturnHeader/PreparerPersonGrp/PreparationDt02014-11-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0TENE THOMAS
ReturnHeader/ReturnTs02014-11-12T15:52:47-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02013-01-01
ReturnHeader/TaxPeriodEndDt02013-12-31
ReturnHeader/TaxYr02013

Document Assets

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Filings

Displayed year

2013 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$19,445,753
Liabilities
$1,065,777
Net assets
$18,379,976
Revenue
$104,411
Expenses
$12,712
Net income
$91,699
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