Civic Intelligence

New Heart Inc.

990 • Fiscal year 2017 • EIN 85-0253067

Jan 01, 2017 to Dec 31, 2017 • Filed on Nov 14, 2018

Organization ProfileWWW.NEWHEARTNM.COM

View Organization Page

601 Lomas Blvd NEAlbuquerque, NM 87102-2528

(505) 881-8195

Siviq Scores

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

Liabilities / Assets

14th percentile

0.00x

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

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

14th percentile

0.00x

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

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Net Margin

22nd percentile

-8.5%

Higher net margin than 22% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

89th percentile

$191,360

Higher top officer pay than 89% of similar nonprofits.

Top officer pay equals 24.2% of source-year revenue.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Asset Growth

27th percentile

-2.6%

Faster asset growth than 27% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

69th percentile

16%

Faster revenue growth than 69% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets14th percentile

Assets

Down

$2,431,503

Down $65,751 (-2.6%) from 2016

Net Assets

Down

$2,431,503

Down $65,387 (-2.6%) from 2016

Liabilities

Down

$0

Down $364 (-100%) from 2016

Revenue And Expenses
Liabilities / Revenue14th percentileNet Margin22nd percentile

Revenue

Up

$789,638

Up $108,307 (+16%) from 2016

Expenses

Up

$856,795

Up $140,479 (+20%) from 2016

Net Income

Down

-$67,157

Down $32,172 (-92%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth27th percentile

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2011: $3,013,622Liabilities 2011: $326Net Assets 2011: $3,013,2962011Assets 2012: $2,971,725Liabilities 2012: $293Net Assets 2012: $2,971,4322012Assets 2013: $2,822,669Liabilities 2013: $463Net Assets 2013: $2,822,2062013Assets 2014: $2,691,792Liabilities 2014: $371Net Assets 2014: $2,691,4212014Assets 2015: $2,533,320Liabilities 2015: $1,338Net Assets 2015: $2,531,9822015Assets 2016: $2,497,254Liabilities 2016: $364Net Assets 2016: $2,496,8902016Assets 2017: $2,431,503Liabilities 2017: $0Net Assets 2017: $2,431,5032017Assets 2018: $2,751,614Liabilities 2018: $25,267Net Assets 2018: $2,726,3472018Assets 2019: $2,935,329Liabilities 2019: $11,352Net Assets 2019: $2,923,9772019Assets 2020: $3,126,605Liabilities 2020: $105,406Net Assets 2020: $3,021,1992020Assets 2021: $3,177,749Liabilities 2021: $111,769Net Assets 2021: $3,065,9802021Assets 2022: $2,972,415Liabilities 2022: $72,107Net Assets 2022: $2,900,3082022Assets 2023: $2,717,485Liabilities 2023: $226,210Net Assets 2023: $2,491,2752023

Highlighted filing

2017

Assets$2,431,503
Liabilities$0
Net Assets$2,431,503
Open 2017 Filing

Operations Trend

Revenue Growth69th percentile

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

$1.5M$1.0M$500K$0-$500KRevenue 2011: $640,127Expenses 2011: $851,923Net Income 2011: -$211,7962011Revenue 2012: $822,914Expenses 2012: $864,778Net Income 2012: -$41,8642012Revenue 2013: $696,295Expenses 2013: $845,521Net Income 2013: -$149,2262013Revenue 2014: $636,050Expenses 2014: $766,835Net Income 2014: -$130,7852014Revenue 2015: $612,209Expenses 2015: $771,648Net Income 2015: -$159,4392015Revenue 2016: $681,331Expenses 2016: $716,316Net Income 2016: -$34,9852016Revenue 2017: $789,638Expenses 2017: $856,795Net Income 2017: -$67,1572017Revenue 2018: $1,180,502Expenses 2018: $878,691Net Income 2018: $301,8112018Revenue 2019: $1,132,175Expenses 2019: $968,299Net Income 2019: $163,8762019Revenue 2020: $1,015,995Expenses 2020: $934,013Net Income 2020: $81,9822020Revenue 2021: $999,578Expenses 2021: $947,881Net Income 2021: $51,6972021Revenue 2022: $1,109,299Expenses 2022: $1,224,840Net Income 2022: -$115,5412022Revenue 2023: $767,790Expenses 2023: $1,180,020Net Income 2023: -$412,2302023

Highlighted filing

2017

Revenue$789,638
Expenses$856,795
Net Income-$67,157
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Nov 14, 2018
Return Version
2017v2.3
Gross Receipts
$789,638
Mission and Program Overview

Mission

Heart health education and rehabilitation.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$2,496,890$2,431,503▼ $65,387
Land, Buildings, and Equipment, Net$2,270,321$2,198,439▼ $71,882
Investments Other Securities$135,764$141,546▲ $5,782
Cash and Non-Interest-Bearing Accounts$72,438$70,981▼ $1,457
Savings and Temporary Cash Investments$18,133$19,939▲ $1,806
Total Assets$2,497,254$2,431,503▼ $65,751
Other Assets Total$598$598→ $0
Liabilities
Accounts Payable and Accrued Expenses$364--
Total Liabilities$364$0▼ $364
Net Assets / Fund Balance
Total Net Assets Fund Balance$2,496,890$2,431,503▼ $65,387
Total Liabilities and Net Assets / Fund Balance$2,497,254$2,431,503▼ $65,751

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$1,307,360$595,365$1,902,725
Land$840,629-$840,629
Equipment$47,546$468,947$516,493
Other Land Buildings$2,904$84,743$87,647
Other Securities$141,546--
Compensation and Service Providers
Top Officer Pay89th percentile

Employees

NameTitleFull / Part TimeOtherTotal
Martha C MowryExecutive DiPT$61,866$61,866

Board Members and Trustees

NameTitle
Barry Ramo MdPresident
Brendan Cavanaugh MdDirector
Karen Sopko MdDirector
Larry Pearsall CPADirector
Mark Bieniarz MdDirector
Mel Peralta MdDirector
Sean Mazer MdDirector
Irv Diamond CPATreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
New Mexico Heart InstituteMgt Services502 ELM STREET NE, Albuquerque, NM 87102$214,855
Revenue and Support

Revenue Composition

Contributions and Grants
$33,656
Program Service Revenue
$751,965
Investment Income
$4,017
Other Revenue
$0
All Other Contributions
$33,656
Change in Net Assets
$-67,157

Audited Revenue Reconciliation

Revenue per Audited Statements
$789,638
Revenue Not Reported on Form 990
$7,885
Total Revenue per Audited Statements
$797,523
Total Revenue per Form 990
$789,638
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$524,350
Salaries, Compensation, and Employee Benefits$332,445
Total Fundraising Expense$1,341
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$214,934$85,011-$299,945
Fees for Services Other$136,680$44,516-$181,196
Depreciation Depletion$61,920$10,080-$72,000
Occupancy$50,901$8,286-$59,187
Payments to Affiliates-$55,868-$55,868
Office Expenses-$28,684-$28,684
Payroll Taxes$18,484$7,550-$26,034
Information Technology$19,137$3,117-$22,254
Insurance$15,718$2,559-$18,277
Fees for Services Accounting-$12,082-$12,082
Advertising-$9,303$1,341$10,644
All Other Expenses$8,920$1,483-$10,403
Fees for Services Legal-$9,362-$9,362
Other Expenses$3,642$3,641-$7,283
Other Employee Benefits$3,443$1,406-$4,849
Pension Plan Contributions$614$1,003-$1,617
Total Functional Expenses$557,150$298,304$1,341$856,795

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$856,795
Total Expenses per Form 990$856,795
Total Expenses per Audited Statements$839,366
Expenses Not Reported on Form 990$-17,429
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
Audit committee
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

“The form 990 will be reviewed by the executive director and the controller before filing.”

Form 990, Page 6, Part VI, Line 19

“Photocopies of new heart's 990 tax form and governing documents are available upon request.”

Filing and Contact Details

Filer

Filer Name
New Heart Inc
EIN
85-0253067
Phone
5058818195
Address
601 LOMAS BLVD NE, ALBUQUERQUE, NM 87102-2528

Signing Officer

Name
Martha C Mowry
Title
Executive Director
Phone
5058818195
Signed
2018-11-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Barry Ramo Md
Formed
1977
Legal Domicile
Nm
Voting Board Members
8
Independent Board Members
8
Employees
31

Preparer

Firm
Loftis Group LLC
Address
4811 HARDWARE RD NE STE E-4, ALBUQUERQUE, NM 87109-2023
Preparer
Frank T Lovato
Phone
5052935009
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

“Management services 114,471 44,516 0 contract services 22,209 0 0 total 136,680 44,516 0”

Form 990, Part XI, Line 9

“Cash to accrual basis 23,543 cash to accrual adjustments -23,543”

Financial Statement Notes

Schedule D, Page 3, Part X

“New heart, inc. (new heart) is a non-profit corporation and qualfies as a tax exempt organization under section 501(c)(3) of the internal revenue service code and is classified as other than a private foundation. As such, normal activities not directly relted to new heart's tax exempt purpose is subject to taxation as unrelated business income. There was no taxable unrelated business income for the year ended december 31, 2017. New heart files information tax returns as prescribed by the tax laws of the jurisdictions in which it operates. New heart income tax filings are subject to audit by various taxing authorities. As of december 31, 2017, new heart's open audit periods are for 2014 and thereafter. New heart believes that it has appropriate support for any tax positions taken as such, and does not have any uncertain positions that are material to the financial statement.”

Schedule D, Page 4, Part XI, Line 2D

“Cash to accrual adjustments, net 6,115”

Schedule D, Page 4, Part XII, Line 2D

“Cash to accrual adjustments, net -17,429”

Raw XML AppendixShowing 400 of 496 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/Desc0NEW HEART, INC. PROVIDES REABILITATIVE AND PREVENTIVE PROGRAMING CONSISTING OF NUTRITION COUNSELING, BEHAVIORAL COUNSELING, LIFESTYLE COACHING, SUPERVISED EXERCIES AND MEDICAL MONITORING FOR PATIENTS WITH A HISTORY OR RISK OF HEART DISEASE. MOST SERVICES ARE AVAILABLE TO THE GENERAL PUBLIC.
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IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt07550
IRS990/PayrollTaxesGrp/ProgramServicesAmt018484
IRS990/PayrollTaxesGrp/TotalAmt026034
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt01003
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt0614
IRS990/PensionPlanContributionsGrp/TotalAmt01617
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0BARRY RAMO MD
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0PROGRAM SERVICE REVENUE
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0751965
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0751965
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt02280
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt05245
IRS990/PYOtherExpensesAmt0259563
IRS990/PYProgramServiceRevenueAmt0673806
IRS990/PYRevenuesLessExpensesAmt0-34985
IRS990/PYSalariesCompEmpBnftPaidAmt0456753
IRS990/PYTotalExpensesAmt0716316
IRS990/PYTotalRevenueAmt0681331
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0-67157
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0true
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt0751965
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt02496890
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt02431503
IRS990/SavingsAndTempCashInvstGrp/BOYAmt018133
IRS990/SavingsAndTempCashInvstGrp/EOYAmt019939
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus3YearsAmt04550
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus4YearsAmt01650
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt06200
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt033656
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt02280
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt04800
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt035250
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt012135
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt088121
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt04017
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt05245
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt03075
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt013399
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt0-2414
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt023322
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0751965
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0673806
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0604334
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0587401
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0686571
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt03304077
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt04017
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt05245
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt03075
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt013399
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt0-2414
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt023322
IRS990ScheduleA/InvestmentIncomeCYPct00.01000
IRS990ScheduleA/InvestmentIncomePYPct00.01000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99140
IRS990ScheduleA/PublicSupportPY509Pct00.98510
IRS990ScheduleA/PublicSupportTotal509Amt03385998
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus3YearsAmt04550
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus4YearsAmt01650
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt06200
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0785621
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0676086
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0609134
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0622651
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0698706
IRS990ScheduleA/Total509Grp/TotalAmt03392198
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0789638
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0681331
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0612209
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0636050
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0696292
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt03415520
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/BuildingsGrp/BookValueAmt01307360
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0595365
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt01902725
IRS990ScheduleD/EquipmentGrp/BookValueAmt047546
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0468947
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0516493
IRS990ScheduleD/ExpensesNotReportedAmt0-17429
IRS990ScheduleD/ExpensesSubtotalAmt0856795
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LandGrp/BookValueAmt0840629
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0840629
IRS990ScheduleD/NetUnrealizedGainsInvstAmt01770
IRS990ScheduleD/OtherExpensesIncludedAmt0-17429
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt02904
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt084743
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt087647
IRS990ScheduleD/OtherRevenueAmt06115
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt0141546
IRS990ScheduleD/OtherSecuritiesGrp/Desc0VANGUARD MUTUAL FUND
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/RevenueNotReportedAmt07885
IRS990ScheduleD/RevenueSubtotalAmt0789638
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0NEW HEART, INC. (NEW HEART) IS A NON-PROFIT CORPORATION AND QUALFIES AS A TAX EXEMPT ORGANIZATION UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE SERVICE CODE AND IS CLASSIFIED AS OTHER THAN A PRIVATE FOUNDATION. AS SUCH, NORMAL ACTIVITIES NOT DIRECTLY RELTED TO NEW HEART'S TAX EXEMPT PURPOSE IS SUBJECT TO TAXATION AS UNRELATED BUSINESS INCOME. THERE WAS NO TAXABLE UNRELATED BUSINESS INCOME FOR THE YEAR ENDED DECEMBER 31, 2017. NEW HEART FILES INFORMATION TAX RETURNS AS PRESCRIBED BY THE TAX LAWS OF THE JURISDICTIONS IN WHICH IT OPERATES. NEW HEART INCOME TAX FILINGS ARE SUBJECT TO AUDIT BY VARIOUS TAXING AUTHORITIES. AS OF DECEMBER 31, 2017, NEW HEART'S OPEN AUDIT PERIODS ARE FOR 2014 AND THEREAFTER. NEW HEART BELIEVES THAT IT HAS APPROPRIATE SUPPORT FOR ANY TAX POSITIONS TAKEN AS SUCH, AND DOES NOT HAVE ANY UNCERTAIN POSITIONS THAT ARE MATERIAL TO THE FINANCIAL STATEMENT.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1CASH TO ACCRUAL ADJUSTMENTS, NET 6,115
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2CASH TO ACCRUAL ADJUSTMENTS, NET -17,429
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PAGE 3, PART X
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1SCHEDULE D, PAGE 4, PART XI, LINE 2D
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2SCHEDULE D, PAGE 4, PART XII, LINE 2D
IRS990ScheduleD/TotalBookValueLandBuildingsAmt02198439
IRS990ScheduleD/TotalBookValueSecuritiesAmt0141546
IRS990ScheduleD/TotalExpensesPerForm990Amt0856795
IRS990ScheduleD/TotalRevenuePerForm990Amt0789638
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0797523
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0839366
IRS990ScheduleJ/AnyNonFixedPaymentsInd0false
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd0false
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd0false
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd0false
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd0false
IRS990ScheduleJ/EquityBasedCompArrngmInd0false
IRS990ScheduleJ/InitialContractExceptionInd0false
IRS990/ScheduleJRequiredInd0true
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt0191360
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0BARRY RAMO MD
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0PRESIDENT
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt0191360
IRS990ScheduleJ/SeverancePaymentInd0false
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE FORM 990 WILL BE REVIEWED BY THE EXECUTIVE DIRECTOR AND THE CONTROLLER BEFORE FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1PHOTOCOPIES OF NEW HEART'S 990 TAX FORM AND GOVERNING DOCUMENTS ARE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2MANAGEMENT SERVICES 114,471 44,516 0 CONTRACT SERVICES 22,209 0 0 TOTAL 136,680 44,516 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3CASH TO ACCRUAL BASIS 23,543 CASH TO ACCRUAL ADJUSTMENTS -23,543
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART IX, LINE 11G
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART XI, LINE 9
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN0850424076
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt0C CORP
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd0NM
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt0MGT SERVIC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt0NEW MEXICO HEART INSTITUTE
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/AddressLine1Txt0502 ELM STREET NE
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/CityNm0ALBUQUERQUE
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/StateAbbreviationCd0NM
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/ZIPCd087102
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0false
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0false

Document Assets

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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,431,503
Liabilities
$0
Net assets
$2,431,503
Revenue
$789,638
Expenses
$856,795
Net income
-$67,157
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.72$0.23$2.49$0.77$1.18$0.41
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.97$0.07$2.90$1.11$1.22$0.12
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.18$0.11$3.07$1.00$0.95$0.05
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.13$0.11$3.02$1.02$0.93$0.08
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.94$0.01$2.92$1.13$0.97$0.16
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.75$0.03$2.73$1.18$0.88$0.30
2017Detailed filing. Detailed filing data is available for this year.$2.43$0.00$2.43$0.79$0.86$0.07
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.50$0.00$2.50$0.68$0.72$0.03
2015Summary only. Only limited summary data is available for this year.$2.53$0.00$2.53$0.61$0.77$0.16
2014Detailed filing. Detailed filing data is available for this year.$2.69$0.00$2.69$0.64$0.77$0.13
2013Summary only. Only limited summary data is available for this year.$2.82$0.00$2.82$0.70$0.85$0.15
2012Summary only. Only limited summary data is available for this year.$2.97$0.00$2.97$0.82$0.86$0.04
2011Summary only. Only limited summary data is available for this year.$3.01$0.00$3.01$0.64$0.85$0.21