Nonprofit · EIN 26-3553500
PIEDMONT HEART INSTITUTE INC
Tax-exempt · ATLANTA, GA 30363
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $5,488,913 | $5,747,268 | -$258,355 | $3,556,379 | $1,264,678 | $2,291,701 |
| June 30, 2024 | 990 | $4,256,996 | $5,176,367 | -$919,371 | $3,393,706 | $1,443,357 | $1,950,349 |
| June 30, 2023 | 990 | $4,335,063 | $7,638,953 | -$3,303,890 | $3,926,439 | $1,586,326 | $2,340,113 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $4,842,386
- Investment income
- $0
- Other revenue
- $646,527
Expenses
- Grants and similar amounts paid
- $0
- Other salaries and wages
- $3,516,971
- Salaries, compensation and benefits (total)
- $4,235,513
- Professional fundraising fees
- $0
- Occupancy
- $130,771
- Travel
- $17,781
- Depreciation
- $150,978
- Program services (functional)
- $5,709,720
- Management and general (functional)
- $37,548
Balance sheet and other
- Total assets, start of year
- $3,393,706
- Total assets, end of year
- $3,556,379
- Total liabilities, end of year
- $1,264,678
- Net assets, end of year
- $2,291,701
- Land, buildings and equipment
- $867,491
- Net assets without donor restrictions
- -$426,865
- Net assets with donor restrictions
- $2,718,566
- Gross receipts
- $5,488,913
- Employees
- 37
- Volunteers
- 4
- Year formed
- 2008
- State of legal domicile
- GA
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| MR THOMAS ARNOLD | BOARD MEMBER/TREASURER/CFO PHC Trustee or director, Officer | 1 | $0 | $1,471,876 | $46,787 |
| MS ELIZABETH LEDDY | SECRETARY/CLO PHC Officer | 1 | $0 | $1,334,961 | $44,325 |
| DR CHARLES BROWN III | CEO Trustee or director, Officer | 20 | $0 | $1,319,525 | $37,381 |
| MR CHRISTOPHER LLOYD | BOARD MEMBER Trustee or director | 1 | $0 | $1,180,083 | $31,954 |
| DR MOIZ MASTER | BOARD MEMBER Trustee or director | 1 | $0 | $576,771 | $44,345 |
| DR THOMAS WELLS | BOARD MEMBER Trustee or director | 1 | $0 | $522,834 | $49,428 |
| DR PATRICK RAILEY | BOARD MEMBER & CHAIR Trustee or director, Officer | 1 | $0 | $514,661 | $49,596 |
| DR JIM LATIMER | BOARD MEMBER Trustee or director | 1 | $0 | $333,936 | $44,308 |
| DR PHILICIA ANDREWS | BOARD MEMBER Trustee or director | 1 | $0 | $343,946 | $32,818 |
| DR SHABBIR MOTIWALA | BOARD MEMBER Trustee or director | 1 | $0 | $275,942 | $25,991 |
| MS AMY AUTRY-BUSH | RESEARCHER Highest-paid employee | 40 | $134,383 | $0 | $8,327 |
| MS CARYN BERNSTEIN | RESEARCH PROJ MGR Highest-paid employee | 40 | $134,914 | $0 | $7,542 |
| MS KRISTINA PICARDI | SR CLIN RESEARCH NURSE Highest-paid employee | 40 | $122,775 | $0 | $17,946 |
| MR CHARLES BAILEY | SR CLIN RESEARCH NURSE Highest-paid employee | 40 | $108,037 | $0 | $16,964 |
| MS CLAIRE TUCKER | CLINICAL RESEARCH NURSE Highest-paid employee | 40 | $104,617 | $0 | $14,658 |
4 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DR ELIZABETH HAWK | BOARD MEMBER Trustee or director | 1 | $0 |
| DR RICHARD HENGEL | BOARD MEMBER Trustee or director | 1 | $0 |
| DR TANYA PANDYA | BOARD MEMBER Trustee or director | 1 | $0 |
| MR DARRYL BROOKS | BOARD MEMBER Trustee or director | 1 | $0 |
990 for the year ended June 30, 2024: 18 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| DR CHARLES BROWN III | CEO Trustee or director, Officer | 20 | $0 | $1,277,124 | $34,229 |
| MR THOMAS ARNOLD | BOARD MEMBER/TREASURER/CFO PHC Trustee or director, Officer | 1 | $0 | $1,268,098 | $39,510 |
| MS ELIZABETH LEDDY | SECRETARY/CLO PHC Officer | 1 | $0 | $1,164,523 | $40,350 |
| MR CHRISTOPHER LLOYD | BOARD MEMBER Trustee or director | 1 | $0 | $1,097,761 | $29,757 |
| DR MOIZ MASTER | BOARD MEMBER Trustee or director | 1 | $0 | $555,248 | $42,164 |
| DR PATRICK RAILEY | BOARD MEMBER & CHAIR Trustee or director, Officer | 1 | $0 | $527,153 | $45,182 |
| DR THOMAS WELLS | BOARD MEMBER Trustee or director | 1 | $0 | $451,275 | $45,148 |
| DR PHILICIA ANDREWS | BOARD MEMBER Trustee or director | 1 | $0 | $380,501 | $30,314 |
| DR SHABBIR MOTIWALA | BOARD MEMBER Trustee or director | 1 | $0 | $369,392 | $23,930 |
| DR JIM LATIMER | BOARD MEMBER Trustee or director | 1 | $0 | $338,644 | $45,118 |
| MS SHARON BAUMBERGER | DIR RESEARCH FINANCE Highest-paid employee | 40 | $202,627 | $0 | $14,408 |
| MS CARYN BERNSTEIN | RESEARCH PROJ MGR Highest-paid employee | 40 | $131,804 | $0 | $7,365 |
| MS AMY AUTRY-BUSH | RESEARCHER Highest-paid employee | 40 | $128,664 | $0 | $6,705 |
| MR CHARLES BAILEY | SR CLIN RESEARCH NURSE Highest-paid employee | 40 | $104,282 | $0 | $15,526 |
| MS KRISTINA PICARDI | SR CLIN RESEARCH NURSE Highest-paid employee | 40 | $102,191 | $0 | $14,132 |
| DR ELIZABETH HAWK | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| DR RICHARD HENGEL | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| MR DARRYL BROOKS | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
990 for the year ended June 30, 2023: 18 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| DR CHRISTOPHER LLOYD | BOARD MEMBER Trustee or director | 1 | $0 | $1,427,921 | $130,812 |
| Ms Elizabeth Leddy | Secretary/CLO PHC Officer | 1 | $0 | $1,389,485 | $138,711 |
| Dr Charles Brown | CEO Trustee or director, Officer | 20 | $0 | $1,170,962 | $138,163 |
| MR THOMAS ARNOLD | BOARD MEMBER/TREASURER/CFO PHC Trustee or director, Officer | 1 | $0 | $1,173,444 | $130,741 |
| DR PATRICK RAILEY | BOARD MEMBER & CHAIR Trustee or director, Officer | 1 | $0 | $543,252 | $40,430 |
| DR MOIZ MASTER | BOARD MEMBER Trustee or director | 1 | $0 | $508,854 | $24,785 |
| DR THOMAS WELLS | BOARD MEMBER Trustee or director | 1 | $0 | $431,922 | $40,352 |
| DR PHILICIA ANDREWS | BOARD MEMBER Trustee or director | 1 | $0 | $384,497 | $22,181 |
| DR JIM LATIMER | BOARD MEMBER Trustee or director | 1 | $0 | $339,017 | $40,379 |
| DR PATRICK COLEMAN | BOARD MEMBER Trustee or director | 1 | $0 | $325,619 | $28,388 |
| DR SHABBIR MOTIWALA | BOARD MEMBER Trustee or director | 1 | $0 | $331,348 | $17,578 |
| MS SHARON BAUMBERGER | DIR RESEARCH FINANCE Highest-paid employee | 40 | $190,507 | $0 | $24,645 |
| Mr Michael McAnder | FORMER TREASURER/CFO PHC Former | 0 | $0 | $150,106 | $0 |
| MS CARYN BERNSTEIN | RESEARCH PROJ MGR Highest-paid employee | 40 | $129,975 | $0 | $7,262 |
| MS AMY AUTRY-BUSH | RESEARCHER Highest-paid employee | 40 | $122,887 | $0 | $6,435 |
| MS KRISTINA PICARDI | SR CLIN RESEARCH NURSE Highest-paid employee | 40 | $111,450 | $0 | $13,847 |
| MR DARRYL BROOKS | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| DR RICHARD HENGEL | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 271 17TH ST NW STE 1000, ATLANTA, GA 30363-6201
- In care of
- % MARIE GAFFNEY
- Mailing address (990-N for 2008)
- 2727 Paces Ferry Road Suite 1-1100, Atlanta GA 30339
- Principal officer (990 for 2024)
- DR CHARLES BROWN, 95 COLLIER ROAD NW SUITE 2045, ATLANTA, GA 30309
- Principal officer (990-N for 2008)
- Michele Molden, 2727 Paces Ferry Road Suite 1-1100, Atlanta GA 30339
- Signed the 990
- MARIE GAFFNEY, VP CORPORATE FINANCE
- Phone
- (404) 605-5234
- Website
- HTTPS://WWW.PIEDMONT.ORG
- Return prepared by
- KPMG LLP
Mission
PIEDMONT HEART INSTITUTE, INC., WAS FORMED BY PIEDMONT HEALTHCARE, INC., TO ADVANCE CARDIOVASCULAR RESEARCH AND TO PROVIDE EDUCATION AND EXCELLENCE IN CARDIAC TREATMENT AND DISEASE PREVENTION.
Program accomplishments
- PIEDMONT HEART INSTITUTE, INC. ("PHI"), DEVELOPS EDUCATIONAL PROGRAMS FOR PHYSICIANS, EMPLOYERS, AND THE LAY COMMUNITY. THESE PROGRAMS ARE FOCUSED ON THE IDENTIFICATION OF PERSONS AT RISK FOR HEART DISEASE, AS WELL AS ON APPROPRIATE TREATMENT OPTIONS. IN ADDITION, PHI HAS ESTABLISHED A ROBUST RESEARCH PLATFORM AIMED AT ADVANCING THE UNDERSTANDING OF CARDIOVASCULAR DISEASES AND CONDITIONS AND THEIR TREATMENT AND PREVENTION. PHI IS CURRENTLY ENGAGED IN STUDIES OF INNOVATIVE NEW TREATMENT METHODS FOR CARDIOVASCULAR DISEASES SUCH AS ARRHYTHMIA, PERIPHERAL VASCULAR DISEASE, CORONARY ARTERY DISEASE, VALVULAR DISEASE, AND CONGESTIVE HEART FAILURE.Expenses $5,709,720 · revenue $5,470,071
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 26-3553500
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2009
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Voluntary health associations and medical disciplines (G430)
- Assets (IRS master file)
- $3,556,379
- Income (IRS master file)
- $5,488,913
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $5,488,913 | $5,747,268 | $3,556,379 | IRS |
| 990 | June 2024 | $4,256,996 | $5,176,367 | $3,393,706 | IRS |
| 990 | June 2023 | $4,335,063 | $7,638,953 | $3,926,439 | XML |
| 990 | June 2022 | $4,280,757 | $5,660,363 | $5,483,906 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990 | June 2018 | – | – | – | IRS |
| 990-N for 2008 Officer: Michele Molden | June 30, 2009 | ≤ $50,000 receipts | – | – | e-Postcard |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 26-3553500).
Questions about PIEDMONT HEART INSTITUTE INC
- What is the EIN of PIEDMONT HEART INSTITUTE INC?
- The employer identification number (EIN) of PIEDMONT HEART INSTITUTE INC is 26-3553500.
- Is PIEDMONT HEART INSTITUTE INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2009.
- Are donations to PIEDMONT HEART INSTITUTE INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does PIEDMONT HEART INSTITUTE INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of PIEDMONT HEART INSTITUTE INC due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did PIEDMONT HEART INSTITUTE INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of PIEDMONT HEART INSTITUTE INC?
- The 990 for the year ended June 30, 2025 names DR CHARLES BROWN.
- Who are the officers and directors of PIEDMONT HEART INSTITUTE INC?
- The 990 for the year ended June 30, 2025 lists 19 people; 5 received compensation from the organization.
- How much revenue does PIEDMONT HEART INSTITUTE INC have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $5,488,913, expenses of $5,747,268 and total assets of $3,556,379 at year end.
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