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← CARDIOVASCULAR SURGICAL FOUNDATION INC RETIREE MEDICAL SAVINGS ACCT

Form 990 for tax year 2024

Filed by CARDIOVASCULAR SURGICAL FOUNDATION INC RETIREE MEDICAL SAVINGS ACCT.

What the amendment changed

Compared with the return it replaced , filed 3 February 2026. matched by us Only the Part I totals and the names listed in Part VII are compared. We relate returns by organization, tax year and form, and order them by each return's own timestamp; the filer's own "amended return" checkbox is a separate fact.

Total revenue
$1,365,000 changed to $238,354
Total expenses
$0 changed to $222
Program service revenue
$1,365,000 changed to $210,000
Investment income
$0 changed to $28,354
Total assets, end of year
$1,365,000 changed to $1,603,132
Net assets or fund balances, end of year
$1,365,000 changed to $1,603,132
Management and general expenses
$0 changed to $222

Totals

Total revenue
$238,354
Total expenses
$222
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$210,000
Investment income
$28,354
Other revenue
$0
Total assets, end of year
$1,603,132
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$1,603,132
Program services expenses (Part IX)
$0
Management and general expenses
$222
Fundraising expenses
$0
Program service expenses (Part III)
not reported

Program services were 0.0% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 2a · Program service revenue: EMPLOYER CONTRIBUTION

    total $210,000 · related or exempt $210,000

  • 3 · Investment income

    total $28,354 · excluded $28,354

Functional expenses

Part IX, the statement of functional expenses.

  • 11c · Fees: accounting

    total $222 · management and general $222

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $1,365,000 · end of year $41

  • 11 · Investments: publicly traded securities

    end of year $1,603,091

  • 29 · Capital stock, trust principal or current funds

    beginning of year $1,365,000 · end of year $1,603,132

  • 30 · Paid-in or capital surplus, or land, building or equipment fund

    beginning of year $0 · end of year $0

  • 31 · Retained earnings, endowment or other funds

    beginning of year $0 · end of year $0

Mission and programs · 2024

Mission

TO FUND REIMBURSEMENT OF MEDICAL EXPENSES UNDER A HEALTH REIMBURSEMENT ARRANGEMENT.

  • PLAN WAS FUNDED IN INITIAL YEAR. HEALTH REIMBURSEMENT ARRANGEMENT BY ORGANIZATION HAD APPROXIMATELY 6 PARTICIPANTS.

As filed on the 2024 return.

Listed in Part VII

  • Matrix Trust Company

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.

Grants on this return

No itemized grants to organizations on this return.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Provenance

Return type
form_990
Tax year
2024
Filed
25 June 2026
IRS schema version
2024v5.5
Source object
202631769349301528

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