Nonprofit · EIN 22-2574758
HEART INSTITUTE OF SOUTHERN NEW
Tax-exempt · MOORESTOWN, NJ 08057
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990-PF | $1,015,547 | $602,075 | $413,472 | $10,373,332 | $0 | $10,373,332 |
| June 30, 2024 | 990-PF | $2,948,410 | $543,870 | $2,404,540 | $9,959,860 | $0 | $9,959,860 |
Financial details: 990-PF for the year ended June 30, 2025
Revenue
- Dividends
- $285,506
- Interest
- $25,653
- Net gain from sales of assets
- $704,388
Expenses
- Grants and similar amounts paid
- $485,127
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $485,127
- Excise tax on investment income
- $13,634
Balance sheet and other
- Total assets, start of year
- $9,959,860
- Total assets, end of year
- $10,373,332
- Total liabilities, end of year
- $0
- Net assets, end of year
- $10,373,332
- Fair market value of assets
- $11,909,905
- Qualifying distributions
- $485,127
- Net investment income
- $1,015,547
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-PF for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| HARVEY L WAXMAN MD 1414 SOUTH PENN SQUARE UNIT 27B, PHILADELPHIA, PA 19102 | PRES/TREAS/BOARD MEMBER | 1 | $0 |
| WILLIAM J UNTEREKER MD 2101 MARKET STREET 2504, PHILADELPHIA, PA 19103 | VICE PRES/BOARD MEMBER | 0 | $0 |
| MICHAEL SHEERIN 1313 PREAKNESS COURT, CHERRY HILL, NJ 08002 | BOARD MEMBER | 0 | $0 |
| BRIAN DRACHMAN MD 11 FOREST HILLS DRIVE, VOORHEES, NJ 08043 | BOARD MEMBER | 0 | $0 |
990-PF for the year ended June 30, 2024: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| HARVEY L WAXMAN MD 1414 SOUTH PENN SQUARE UNIT 27B, PHILADELPHIA, PA 19102 | PRES/TREAS/BOARD MEMBER | 1 | $0 |
| WILLIAM J UNTEREKER MD 2101 MARKET STREET 2504, PHILADELPHIA, PA 19103 | VICE PRES/BOARD MEMBER | 0 | $0 |
| MICHAEL SHEERIN 1313 PREAKNESS COURT, CHERRY HILL, NJ 08002 | BOARD MEMBER | 0 | $0 |
| BRIAN DRACHMAN MD 11 FOREST HILLS DRIVE, VOORHEES, NJ 08043 | BOARD MEMBER | 0 | $0 |
Address and contacts
- Address (IRS master file)
- CO ZD 224 STRAWBRIDGE DR 303, MOORESTOWN, NJ 08057-0000
- Signed the 990-PF
- DR HARVEY WAXMAN, PRESIDENT
- Phone
- (609) 502-8934
- Return prepared by
- ZOOK DINON PA
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. 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-PF on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990-PF on file |
IRS record
- EIN
- 22-2574758
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 1986
- Accounting year ends
- June
- Files
- Form 990-PF
- Assets (IRS master file)
- $10,373,332
- Income (IRS master file)
- $2,052,196
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | June 2025 | $1,015,547 | $602,075 | $10,373,332 | IRS |
| 990-PF | June 2024 | $2,948,410 | $543,870 | $9,959,860 | XML |
| 990-PF | June 2023 | – | – | – | IRS |
| 990-PF | June 2022 | – | – | – | IRS |
| 990-PF | June 2021 | – | – | – | IRS |
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 22-2574758).
Questions about HEART INSTITUTE OF SOUTHERN NEW
- What is the EIN of HEART INSTITUTE OF SOUTHERN NEW?
- The employer identification number (EIN) of HEART INSTITUTE OF SOUTHERN NEW is 22-2574758.
- Is HEART INSTITUTE OF SOUTHERN NEW tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1986.
- Are donations to HEART INSTITUTE OF SOUTHERN NEW tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does HEART INSTITUTE OF SOUTHERN NEW file?
- Form 990-PF. Private foundations file every year.
- When is the next return of HEART INSTITUTE OF SOUTHERN NEW 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 HEART INSTITUTE OF SOUTHERN NEW last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended June 2025.
- Who are the officers and directors of HEART INSTITUTE OF SOUTHERN NEW?
- The 990-PF for the year ended June 30, 2025 lists 4 people; 0 received compensation from the organization.
- How much revenue does HEART INSTITUTE OF SOUTHERN NEW have?
- On its 990-PF for the year ended June 30, 2025 it reported revenue of $1,015,547, expenses of $602,075 and total assets of $10,373,332 at year end.
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