HOUSTON AORTIC FOUNDATION (FKA HOUSTON AORTIC SYMPOSIUM INC) (EIN 464518003) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2015

Legal Domicile

Principal Officer

HAZIM J SAFI MD

Phone

7134865100

Tax Period

2024-01-01 to 2024-12-31

HOUSTON AORTIC FOUNDATION (FKA HOUSTON AORTIC SYMPOSIUM INC), founded in 2015, is a small nonprofit in the Diseases & Disorders sector that reported $501K in total revenue in fiscal year 2024. Expenses of $457K left a modest 9% surplus.

Mission

TO HOLD AN ANNUAL SCIENTIFIC AND EDUCATIONAL MEETING ON TOPICS PERTINENT TO AORTIC DISEASE AND ITS TREATMENT.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $435,961

Program Service Revenue $64,705

Investment Income $0

Other Revenue $0

TOTAL REVENUE $500,666

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $456,786

Other Expenses $456,786

TOTAL EXPENSES $456,786

Year-over-Year Comparison

	2024	2023	Change
Revenue	$500,666	$490,510	+0.0%
Expenses	$456,786	$434,301	+0.1%
Net Income	$43,880	$56,209	-0.2%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

N/A

Governance Policies

✓ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Role	Reportable Comp	Other Comp	Total
HAZIM J SAFI MD	DIRECTOR, PRESIDENT, TREAS	Director	$0	$0	$0
CHARLES C MILLER III PHD	DIRECTOR	Director	$0	$0	$0
ANTHONY L ESTRERA MD	DIRECTOR, VICE PRESIDENT	Director	$0	$0	$0
KRISTOFER M CHARLTON-OUW MD	DIRECTOR	Director	$0	$0	$0
KAMAL G KHALIL MD	DIRECTOR	Director	$0	$0	$0
ALI AZIZZADEH MD	DIRECTOR, SECRETARY	Director	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2024	$500,666	$456,786	$465,000	$43,880
2023	$490,510	$434,301	$421,120	$56,209
2022	$490,235	$493,242	$364,911	$-3,007
2021	No data	No data	$367,918	No data
2020	$473,529	$379,474	$367,918	$94,055

HOUSTON AORTIC FOUNDATION (FKA HOUSTON AORTIC SYMPOSIUM INC)