Coastal Heart Foundation Coastal Heart Foundation

Nonprofit profile at a glance

EIN
204048871
IRS 990 coverage
2010–2024
Forms available
Form 990 2024
Location
San Antonio, TX, USA
Phone
3617793094
Rating
66
Verdict
SUPPORTED
Rating confidence
Moderate
Sector
Heart, Circulatory Research

Reported finances

Revenue
$322
Expenses
$7,733
Assets
$109,427
Liabilities
$0

Source: IRS Form 990. Selected filing: tax year 2024. Amounts in USD.

Leadership & pay

5 people listed

Executive titles in this filing

  • JOELLE BOULDOUKIAN CHOUCAIR (PRESIDENT)
  • PAMELA HULME RN (V. PRESIDENT)

People named in this filing

  • JOELLE BOULDOUKIAN CHOUCAIR (PRESIDENT)
  • PAMELA HULME RN (V. PRESIDENT)
  • CAROLYN ARNOLD (SECRETARY)

Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.

Source: IRS Form 990. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

Organize health related research activities and continuing education seminars. Support similar activities of other non profit organizations. Seminars on such topics as smoking related and heart health issues for physicians, nurses, nurse practitioners and allied health care workers are conducted and supported by this organization.individuals interested in expanding their healthcare related education are also encouraged to explore those avenues

What it reported doing in 2024

The foundation encourages beneficiary organizations to conduct educational and community services helping children and young adults realize the hazards of smoking and activities that would put their heart health at risk.

Operating model

Revenue model
Investment-supported. 100% of the money available for current operations came from recurring investment income.
Distribution model
Grant intermediary. The nonprofit sent 87% of its reported program spending out as grants.

The verdict

SUPPORTED - A large share of available resources goes toward mission work and the filed numbers largely add up. A relatively small share of voting board members are independent and some filing-based governance responses are negative or unanswered.

Rating breakdown

  • Financial Efficiency: 85
  • Transparency & Controls: 91
  • Accountability: 12
  • Sustainability: 37
  • Growth: 0

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 95.1%; rating input score 95
  • Program expense ratio: 96.8%; rating input score 97
  • Fundraising efficiency: Limited

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 63rd percentile among comparable filings
  • Pay-setting controls: Limited
  • Foreign activity oversight: Limited
  • Grant itemization coverage: 92.3%; rating input score 92; 55th percentile among comparable filings
  • Major donor itemization: Limited
  • Related-party transparency: Limited

Accountability

  • Independent voting board: 0%; rating input score 0; 9th percentile among comparable filings
  • Governance controls: 2 of 7 controls in place; rating input score 29
    • Conflict-of-interest policy: Fail
    • Whistleblower policy: Fail
    • Document-retention policy: Fail
    • CEO compensation review process: NotApplicable
    • Other executive compensation review process: NotApplicable
    • Form 990 shared with the board: Pass
    • Board meeting minutes documented: Pass
    • Audit committee oversight: Missing
    • Independent financial-statement audit: Fail

Sustainability

  • Operating margin: -2,301.6%; rating input score 3; 3rd percentile among comparable filings
  • Total-asset coverage ratio: 14.15; rating input score 71; 71st percentile among comparable filings
  • Liabilities to assets ratio: 0; rating input score 69; 69th percentile among comparable filings
  • Officer compensation ratio: 0%; rating input score 60; 60th percentile among comparable filings

Growth

  • Program expense growth: -0.1% per year; rating input score 0; 51st percentile among comparable filings
  • Revenue growth: -8.6% per year; rating input score 0; 34th percentile among comparable filings
  • Asset growth: -0% per year; rating input score 0; 40th percentile among comparable filings

Details

  • Where the money goes: 95.1% of revenue deployed · 96.8% of spending went to programs
  • Governance: 0 of 5 board members independent · 2 of 7 filing controls reported
  • Programs: 1 filed program accomplishment · $7K in reported program spending
  • Leadership: top reported pay $0 · 5 people listed
  • Consistency: 14 of 14 current checks pass
  • Schedules: 4 filed schedules · includes grants
  • Filing history: 15 filing years from 2010 to 2024
  • Contacts: How to reach this organization
  • Money network: 1 filed money-flow record
  • Related organizations: 1 filed related-organization link
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

  • High — Accountability: Independent voting board scored 0/100.
  • High — Accountability: Governance controls: 4 of 6 not reported.
  • High — Sustainability: Operating margin scored 3/100.
  • High — Growth: Program expense growth scored 0/100.
  • High — Growth: Revenue growth scored 0/100.
  • High — Growth: Asset growth scored 0/100.