Form 990 for tax year 2025
Filed by HEINEMAN-ROBICSEK FOUNDATION INC.
Totals
- Total revenue
- $4,955,323
- Total expenses
- $1,702,771
- Contributions and grants received
- $4,658,825
- Grants paid
- $948,291
- Program service revenue
- $0
- Investment income
- $270,587
- Other revenue
- $25,911
- Total assets, end of year
- $17,416,867
- Total liabilities, end of year
- $238,070
- Net assets or fund balances, end of year
- $17,178,797
- Program services expenses (Part IX)
- $1,499,272
- Management and general expenses
- $203,499
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $1,499,272
Program services were 88.0% 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.
-
1f · All other contributions, gifts and grants
$4,658,825
-
1g · Noncash contributions included above
$2,850,747
-
3 · Investment income
total $270,587 · excluded $270,587
-
4 · Income from investment of tax-exempt bond proceeds
total $0
-
5 · Royalties
total $0
-
6d · Net rental income or loss
total $0
-
7d · Net gain or loss
total $0
-
8c · Net income from fundraising events
total $0
-
9c · Net income from gaming
total $0
-
10c · Net income from sales of inventory
total $0
-
11a · Other revenue: Other Income
total $25,911 · related or exempt $25,911
-
11e · Other revenue, total
$25,911
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $0
-
2 · Grants to domestic individuals
total $111,501 · program services $111,501
-
3 · Grants to foreign organizations and individuals
total $836,790 · program services $836,790
-
4 · Benefits paid to or for members
total $0
-
5 · Compensation of officers, directors and key employees
total $53,000 · program services $39,750 · management and general $13,250
-
6 · Compensation of disqualified persons
total $0
-
7 · Other salaries and wages
total $171,820 · program services $128,864 · management and general $42,956
-
8 · Pension plan contributions
total $0
-
9 · Other employee benefits
total $32,972 · program services $24,633 · management and general $8,339
-
10 · Payroll taxes
total $18,425 · program services $13,819 · management and general $4,606
-
11a · Fees: management
total $0
-
11b · Fees: legal
total $0
-
11c · Fees: accounting
total $0
-
11d · Fees: lobbying
total $0
-
11e · Fees: professional fundraising services
total $0
-
11f · Fees: investment management
total $69,315 · management and general $69,315
-
11g · Fees: other
total $33,799 · management and general $33,799
-
12 · Advertising and promotion
total $0
-
13 · Office expenses
total $0
-
14 · Information technology
total $0
-
15 · Royalties
total $0
-
16 · Occupancy
total $110,601 · program services $110,601
-
17 · Travel
total $0
-
18 · Travel or entertainment for public officials
total $0
-
19 · Conferences, conventions and meetings
total $121,712 · program services $113,108 · management and general $8,604
-
20 · Interest
total $0
-
21 · Payments to affiliates
total $0
-
22 · Depreciation, depletion and amortization
total $32,253 · program services $32,253
-
23 · Insurance
total $13,214 · management and general $13,214
-
24a · Other expenses: Supplies
total $73,026 · program services $65,325 · management and general $7,701
-
24b · Other expenses: Postage and Shipping
total $22,742 · program services $22,292 · management and general $450
-
24c · Other expenses: Repairs & Maintenance
total $1,011 · management and general $1,011
-
24d · Other expenses: Promotions
total $336 · program services $336
-
24e · All other expenses
total $254 · management and general $254
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $1,059,516 · end of year $1,165,798
-
2 · Savings and temporary cash investments
beginning of year $538,045 · end of year $146,441
-
3 · Pledges and grants receivable
end of year $150,000
-
4 · Accounts receivable
beginning of year $7,618 · end of year $23,061
-
5 · Loans and receivables from officers and key people
end of year $0
-
6 · Loans and receivables from disqualified persons
end of year $0
-
7 · Other notes and loans receivable
end of year $0
-
8 · Inventories for sale or use
end of year $0
-
9 · Prepaid expenses and deferred charges
beginning of year $2,475 · end of year $1,820
-
10a · Land, buildings and equipment: cost or other basis
$3,409,312
-
10b · Land, buildings and equipment: accumulated depreciation
$85,041
-
10c · Land, buildings and equipment, net
beginning of year $1,528 · end of year $3,324,271
-
11 · Investments: publicly traded securities
beginning of year $10,548,407 · end of year $12,115,991
-
12 · Investments: other securities
beginning of year $454,788 · end of year $489,485
-
13 · Investments: program-related
end of year $0
-
14 · Intangible assets
end of year $0
-
15 · Other assets
beginning of year $160,785 · end of year $0
-
17 · Accounts payable and accrued expenses
beginning of year $8,033 · end of year $110,581
-
18 · Grants payable
beginning of year $41,108 · end of year $47,609
-
25 · Other liabilities
beginning of year $160,785 · end of year $79,880
-
27 · Net assets without donor restrictions
beginning of year $6,120,882 · end of year $9,039,801
-
28 · Net assets with donor restrictions
beginning of year $6,442,354 · end of year $8,138,996
Mission and programs · 2025
Mission
Our current Mission Statement is: To enhance healthcare in Latin America, by providing public hospitals with essential medical equipment, supplies, training, and pioneering medical research. Our commitment extends to educating healthcare providers on the latest advancements in medical technology, practices, and research to make a lasting impact and improve the lives of their underserved populations. Concurrently, we provide grant support for medical research to qualified applicants, including, but not limited to cardiothoracic and vascular surgery, cardiology, oncology, anesthesiology, translational, and transformative research.
-
HEINEMAN-ROBICSEK FOUNDATION, INC. (HRF) HAS A 55-YEAR HISTORY OF DELIVERING SUSTAINABLE HEALTHCARE TO CLINICALLY UNDERSERVED COUNTRIES THROUGH THE DONATION OF MEDICAL EQUIPMENT AND SUPPLIES AND BY OFFERING MEDICAL EDUCATION AND TRAINING TO HEALTH PROVIDERS GLOBALLY. ITS MAJOR ACHIEVEMENTS INCLUDE: INITIATED THE FIRST INVASIVE CARDIOLOGY AND HEART SURGICAL PROGRAMS IN THREE COUNTRIES; STARTED VASCULAR SURGERY IN ANTIGUA, WEST INDIES; CO-FOUNDED THE FIRST HEART INSTITUTE (UNICAR) IN CENTRAL AMERICA; FULLY EQUIPPED THE FIRST CHILDREN'S HOSPITAL IN HONDURAS; DELIVERED 11 INTENSIVE CARE UNITS; INSTALLED 8 HEART CATHETERIZATION LABORATORIES; FURNISHED OUTPATIENT CLINICS AND PUBLIC HEALTH INSTITUTES; IMPLEMENTED A NETWORK OF 16 NON-INVASIVE CARDIAC ECHO STATIONS IN CENTRAL AMERICA AND THE CARIBBEAN; ESTABLISHED THE FIRST PUBLIC WOMENS BREAST CANCER SCREENING UNIT IN BELIZE; DEPLOYED A MOBILE MEDICAL CLINIC TO NICARAGUA AND GUATEMALA; PROVIDED OPERATING ROOM EQUIPMENT; FULLY FURNISHED KITCHEN AT A RESIDENT HOME PREPARING OVER 1,000 MEALS/DAY; SUPPORTED COVID-19 RELIEF EFFORTS; REFRESHED 3 OPERATING ROOMS AT RUTH PAZ HOSPITAL IN HONDURAS WITH UPGRADED EQUIPMENT; DELIVERED 3 ULTRASOUND UNITS TO HOSPITALS IN GUATEMALA. IN ADDITION TO OUR MEDICAL INITIATIVES, HRF IS ALSO INVOLVED IN CLINICAL AND PUBLIC EDUCATIONAL PROGRAMS. IN 2012, HRF PARTNERED WITH FUNDACIN SERGIO PAIZ ANDRADE (FUNSEPA), A GUATEMALAN NON-PROFIT ORGANIZATION, WHO REFURBISHES COMPUTERS DONATED BY HRF AND DISSEMINATES THEM TO THE RURAL PUBLIC SCHOOLS THROUGHOUT GUATEMALA. HRF RECEIVES NUMEROUS REQUESTS FOR DONATIONS EACH YEAR. DONEES ARE VETTED BY HRF BOARD MEMBERS, IN-COUNTRY PARTNERS, AND VOLUNTEERS, AS WELL AS U.S. ORGANIZATIONS WORKING IN THE SAME LOCATION WHO HAVE KNOWLEDGE OF THE PROPOSED DONEE. THE REQUEST FOR SUPPORT IS REVIEWED BY THE HRF OUTREACH SUBCOMMITTEE AND THEN RECOMMENDED TO THE EXECUTIVE COMMITTEE FOR SELECTION. DONEES WHO RECEIVE SUPPORT MAINTAIN AN ONGOING RELATIONSHIP WITH HRF, WHICH PERMITS HRF TO CONFIRM THAT THE DONATION IS BEING USED FOR THE INTENDED PURPOSE AND TRACK OUTCOMES.
Expenses $1,499,272 · Grants $948,291
As filed on the 2025 return.
Listed in Part VII
-
Theresa Johnson
Executive Dir.
- Total calculated
- $53,000
- From this org
- $51,500
- From related orgs
- $0
- Other
- $1,500
- Hours/week
- 25
-
Daniel G Aceti
Vice Chair
- Total calculated
- $0
- Hours/week
- 1
-
Anders Bergendahl
Vice President
- Total calculated
- $0
- Hours/week
- 1
-
Maria Bergendahl
Board Member
- Total calculated
- $0
- Hours/week
- 1
-
James J Bissell
Board Member
- Total calculated
- $0
- Hours/week
- 1
-
Chris Cecil
Treasurer/Secre
- Total calculated
- $0
- Hours/week
- 1
-
John C Cedarholm MD
Board Member
- Total calculated
- $0
- Hours/week
- 1
-
Carlos Cruz MD
Board Member
- Total calculated
- $0
- Hours/week
- 1
-
John M Fedor MD
Board Member
- Total calculated
- $0
- Hours/week
- 1
-
Charles F Furr Jr
Board Member
- Total calculated
- $0
- Hours/week
- 1
-
Robert A Wheeler
Board Member
- Total calculated
- $0
- Hours/week
- 1
-
Michael C Tarwater
Board Member
- Total calculated
- $0
- Hours/week
- 1
-
Marilyn Heineman
Board Member
- Total calculated
- $0
- Hours/week
- 1
-
June Heineman-Morris
Board Member
- Total calculated
- $0
- Hours/week
- 1
-
Jim Olsen
President
- Total calculated
- $0
- Hours/week
- 1
-
Stella Los de Paiz
Board Member
- Total calculated
- $0
- Hours/week
- 1
-
Fernando Paiz
Vice President
- Total calculated
- $0
- Hours/week
- 1
-
John CM Robicsek
Board Member
- Total calculated
- $0
- Hours/week
- 1
-
Steven A Robicsek MD PhD
Board Member
- Total calculated
- $0
- Hours/week
- 1
-
Manuel Rodriguez
Vice President
- Total calculated
- $0
- Hours/week
- 1
-
Geoffrey A Rose MD
Board Member
- Total calculated
- $0
- Hours/week
- 1
-
Dr Michael Schur
Board Member
- Total calculated
- $0
- Hours/week
- 1
-
Richard M Thigpen
Board Member
- Total calculated
- $0
- Hours/week
- 1
-
Dr Eric Skipper
Chairman
- Total calculated
- $0
- Hours/week
- 1
-
Conrad Emmerich
Board Member
- Total calculated
- $0
- Hours/week
- 1
-
Joan E Heineman-Schur
Board Member
- 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.
Provenance
- Return type
- form_990
- Tax year
- 2025
- IRS schema version
- 2025v4.1
- Source object
- 202632369349301153
The source document this was parsed from is served over the API, which is where bulk and document access live.