HEART RHYTHM SOCIETY INC: Form 990, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- HEART RHYTHM SOCIETY INC (EIN 04-2694458)
- Tax period
- 2020-10-01 to 2021-09-30
- Filed
- 2022-03-16
- IRS object ID
- 202200759349301600
- Schema version
- 2020v4.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule F
- Schedule I
- Schedule J
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-03-16T16:03:24-05:00 | ReturnTs |
| Tax Period End | 2021-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 582676261 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Rogers & Company PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8300 Boone Boulevard Suite 600 | AddressLine1Txt |
| City | Vienna | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22182 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2020-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 042694458 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Heart Rhythm Society Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HEAR | BusinessNameControlTxt |
| Phone | 2024643400 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1325 G Street NW No 400 | AddressLine1Txt |
| City | Washington | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 200053121 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Patricia Blake | PersonNm |
| Person Title | Chief Executive Officer | PersonTitleTxt |
| Phone | 2024643400 | PhoneNum |
| Signature | 2022-03-16 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Patricia | PersonFirstNm |
| Person Last | Blake | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Lori A Collingsworth | PreparerPersonNm |
| PTIN | P00639819 | PTIN |
| Phone | 7038930300 | PhoneNum |
| Preparation | 2022-03-14 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Patricia Blake | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1325 G Street NW No 400 | AddressLine1Txt |
| City | Washington | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 200053121 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $17,159,188 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.hrsonline.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1980 | FormationYr |
| Legal Domicile State | MA | LegalDomicileStateCd |
| Activity Or Mission | To end death and suffering due to heart rhythm disorders. | ActivityOrMissionDesc |
| Voting Members Governing Body | 18 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 18 | VotingMembersIndependentCnt |
| Total Employee | 47 | TotalEmployeeCnt |
| Total Volunteers | 290 | TotalVolunteersCnt |
| Total Gross UBI | $100,500 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $1,852,297 | PYContributionsGrantsAmt |
| CY Contributions Grants | $2,798,586 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $2,848,875 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $10,634,133 | CYProgramServiceRevenueAmt |
| PY Investment Income | $349,512 | PYInvestmentIncomeAmt |
| CY Investment Income | $494,275 | CYInvestmentIncomeAmt |
| PY Other Revenue | $8,904,406 | PYOtherRevenueAmt |
| CY Other Revenue | $1,400,572 | CYOtherRevenueAmt |
| PY Total Revenue | $13,955,090 | PYTotalRevenueAmt |
| CY Total Revenue | $15,327,566 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $28,500 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $232,115 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $7,463,791 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $7,244,393 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $1,484,814 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $6,339,246 | PYOtherExpensesAmt |
| CY Other Expenses | $8,633,739 | CYOtherExpensesAmt |
| PY Total Expenses | $13,831,537 | PYTotalExpensesAmt |
| CY Total Expenses | $16,110,247 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $123,553 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$782,681 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $21,816,783 | TotalAssetsBOYAmt |
| Total Assets EOY | $18,788,289 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $8,386,121 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $4,846,135 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $13,430,662 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $13,942,154 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | To improve the care of patients by promoting research, education and optimal health care policies and standards. Vision: To end death and suffering due to heart rhythm disorders. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $5,503,511 | ExpenseAmt |
| Grant | $24,000 | GrantAmt |
| Revenue | $6,689,208 | RevenueAmt |
| Desc | Meetings: HRS2021 is the Society's annual meeting, convening the world's most noted experts in cardiac rhythm management. Typical attendance of 11,000+ from 92 countries, and offering over 250 educational sessions covering topics such as pacing, defibrillation, clinical arrhythmia management, ablation, pharmacology, genetics, basic science, and health policy. Participants also benefit from being exposed to state of the art technology exhibits to enhance their education experience. HRS modified its format to include concurrent virtual participation to accommodate limitations in travel as a result of the COVID-19 pandemic. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $2,993,959 | ExpenseAmt |
| Grant | $1,000 | GrantAmt |
| Revenue | $2,153,556 | RevenueAmt |
| Desc | Marketing, Communications & Membership: The Society represents over 6,000 physicians, scientists, and associated professionals representing more than 70 countries. It facilitates peer to peer education, advances science within the electrophysiology field, and raises awareness of sudden cardiac arrest, atrial fibrillation and heart failure. HeartRhythm Journal, HeartRhythm Case Reports, Cardivascular Digital Health Journal and Heart Rhythm O2 are the official publications of the Society. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $2,804,376 | ExpenseAmt |
| Grant | $7,115 | GrantAmt |
| Revenue | $1,791,369 | RevenueAmt |
| Desc | Education: The Heart Rhythm Society provides learning experiences for heart rhythm professionals based on clinical practice data, resulting in improved professional competence, clinical practice, and care of patients with heart rhythm disorders. In this effort, the Society uses innovative teaching methods and advance technologies to provide superior year-round education to include live courses and distance learning. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $914,477 | ExpenseAmt |
| Grant | $200,000 | GrantAmt |
| Desc | Health Policy: The Society ensures patient access to high quality heart rhythm care and advocates for a productive and sustainable work environment for heart rhythm professionals. The Society publishes and endorses clinical documents to improve patient care. The Society awards research fellowship scholarships to individuals interested in clinical and basic research relating to the latest advances in electrophysiology. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $914,477 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $200,000 | TotalOtherProgSrvcGrantAmt |
| Total Program Service Expenses | $12,216,323 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | Yes (1) | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | 0 | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 60 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 47 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 18 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 18 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | AL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | FL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | GA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | HI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | IL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NJ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NM | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | RI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | SC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | TN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | UT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | VA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WV | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | DC | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Eric Booth CFO | PersonNm |
| Phone | 2024643400 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1325 G Street NW No 400 | AddressLine1Txt |
| City | Washington | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 200053121 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (29 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|---|---|
| Christine M Albert MD MPH | ||||||||||
| FHRS- President | 11.00 | 4.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| Fred M Kusumoto MD FHRS | ||||||||||
| President-Elect | 5.00 | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| Andrew D Krahn MD FHRS | ||||||||||
| 1st Vice President | 5.00 | 0.00 | Yes (X) | Yes (X) | $3,215 | $0 | $0 | |||
| Thomas F Deering MBA MD | ||||||||||
| FHRS, CCDS- 2nd Past President | 5.00 | 0.00 | Yes (X) | Yes (X) | $112 | $0 | $0 | |||
| Andrea M Russo MD FHRS | ||||||||||
| Immediate Past President | 6.00 | 1.00 | Yes (X) | Yes (X) | $2,000 | $0 | $0 | |||
| Jodie L Hurwitz MD FHRS | ||||||||||
| 2nd Vice President | 5.00 | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| Sana M Al-Khatib MD MHS | ||||||||||
| FHRS, CCDS- Secretary/Treasurer | 5.00 | 1.00 | Yes (X) | Yes (X) | $82 | $0 | $0 | |||
| Jonathan M Kalman MBBS PhD | ||||||||||
| FHRS- Member | 2.50 | 0.00 | Yes (X) | $2,000 | $0 | $0 | ||||
| Jeanne E Poole MD FHRS CCDS | ||||||||||
| Member | 2.50 | 0.00 | Yes (X) | $24,250 | $0 | $0 | ||||
| David J Slotwiner MD FHRS | ||||||||||
| Member | 2.50 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| Mina K Chung MD FHRS | ||||||||||
| Member | 2.50 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| David J Callans MD FHRS | ||||||||||
| CCDS- Member | 2.50 | 0.00 | Yes (X) | $750 | $0 | $0 | ||||
| David E Haines MD FHRS | ||||||||||
| Member | 2.50 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| Suneet Mittal BA MD FHRS | ||||||||||
| Member | 2.50 | 0.00 | Yes (X) | $1,500 | $0 | $0 | ||||
| Jill Boone Schaeffer MSN CRNP | ||||||||||
| FHRS- Member | 2.50 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| Win-Kuang Shen MD FHRS | ||||||||||
| Member | 2.50 | 0.00 | Yes (X) | $82 | $0 | $0 | ||||
| Erica S Zado PAC FHRS | ||||||||||
| Member | 2.50 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| John K Triedman MD FHRS CEPS-P | ||||||||||
| Member | 2.50 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| Patricia Blake | ||||||||||
| Chief Executive Officer | 40.00 | 0.00 | Yes (X) | $560,684 | $0 | $163,193 | ||||
| Eric Booth | ||||||||||
| Chief Financial Officer | 40.00 | 0.00 | Yes (X) | $232,348 | $0 | $50,006 | ||||
| Christina Wurster | ||||||||||
| Chief Strategy Officer | 40.00 | 0.00 | $282,663 | $0 | $62,134 | Yes (X) | ||||
| Kenneth Demith | ||||||||||
| Chief Experience Officer | 40.00 | 0.00 | $274,552 | $0 | $48,922 | Yes (X) | ||||
| Timothy Gregory | ||||||||||
| Chief Learning Officer | 40.00 | 0.00 | $239,523 | $0 | $60,939 | Yes (X) | ||||
| Laura Meisnere | ||||||||||
| Vice President, Health Policy | 40.00 | 0.00 | $265,675 | $0 | $43,744 | Yes (X) | ||||
| Anne Marie Smith | ||||||||||
| VP, Quality Improvement Education | 40.00 | 0.00 | $222,202 | $0 | $42,895 | Yes (X) | ||||
| David Raimist | ||||||||||
| Sr Dir, Digital Tech & Data Analytics | 40.00 | 0.00 | $221,587 | $0 | $55,020 | Yes (X) | ||||
| Russell Werlinich | ||||||||||
| Sr Dir, Education Programs | 40.00 | 0.00 | $207,009 | $0 | $18,221 | Yes (X) | ||||
| Germaine Schaefer | ||||||||||
| Senior Director, Meetings | 40.00 | 0.00 | $204,050 | $0 | $31,417 | Yes (X) | ||||
| James Youngblood | ||||||||||
| Former CEO through May 2019 | 0.00 | 0.00 | $300,606 | $0 | $0 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $3,044,890 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $576,491 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 24 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (1) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| Elsevier | |||||
| 3251 Riverport Lane | Maryland Heights | MO | 63042 | Publishing Services | $407,816 |
| A Fassano & Co | |||||
| 990 Route 168 Suite A-2 | Turnersville | NJ | 08012 | Management Services | $391,880 |
| Freeman | |||||
| PO Box 650519 | Dallas | TX | 75265 | Audio/Visual Equipment Services | $319,961 |
| Coe Truman International | |||||
| 500 N Michigan Avenue Suite 800 | Chicago | IL | 60611 | Management Services | $295,994 |
| O'Connor Consulting Services | |||||
| 6507 Marjory Lane | Bethesda | MD | 20817 | Outsourced Accounting Services | $287,771 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 15 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $781,429 | GovernmentGrantsAmt |
| All Other Contributions | $2,017,157 | AllOtherContributionsAmt |
| Total Contributions | $2,798,586 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | ExclusionExclusionAmt |
|---|---|---|---|---|
| Registration fees | 900099 | $3,057,183 | $3,057,183 | |
| Annual meeting exhibits | 900099 | $2,636,329 | $2,636,329 | |
| Grants and sponsorships | 900099 | $2,396,406 | $2,396,406 | |
| Membership dues | 900099 | $2,133,956 | $2,133,956 | |
| Commissions and Fees | 900099 | $178,741 | $178,741 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $231,518 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $131,018 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $100,500 | UnrelatedBusinessRevenueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $10,634,133 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $202,061 | TotalRevenueColumnAmt |
| Exclusion | $202,061 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,092,046 | TotalRevenueColumnAmt |
| Exclusion | $1,092,046 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,123,836 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,831,622 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $292,214 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $292,214 | TotalRevenueColumnAmt |
| Exclusion | $292,214 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt |
|---|---|---|---|
| Event cancellation insurance proc | 900099 | $297,532 | $297,532 |
| IBHRE LMS fee | 900099 | $10,994 | $10,994 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $308,526 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $15,327,566 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $7,897,304 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $100,500 | UnrelatedBusinessRevenueAmt |
| Exclusion | $4,531,176 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $200,115 | TotalAmt |
| Program Services | $200,115 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $22,500 | TotalAmt |
| Program Services | $22,500 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,500 | TotalAmt |
| Program Services | $9,500 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,752,059 | TotalAmt |
| Program Services | $670,200 | ProgramServicesAmt |
| Management And General | $834,221 | ManagementAndGeneralAmt |
| Fundraising | $247,638 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,308,380 | TotalAmt |
| Program Services | $3,248,234 | ProgramServicesAmt |
| Management And General | $496,922 | ManagementAndGeneralAmt |
| Fundraising | $563,224 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $367,990 | TotalAmt |
| Program Services | $316,060 | ProgramServicesAmt |
| Management And General | $13,727 | ManagementAndGeneralAmt |
| Fundraising | $38,203 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $424,472 | TotalAmt |
| Program Services | $314,240 | ProgramServicesAmt |
| Management And General | $51,450 | ManagementAndGeneralAmt |
| Fundraising | $58,782 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $391,492 | TotalAmt |
| Program Services | $259,706 | ProgramServicesAmt |
| Management And General | $79,862 | ManagementAndGeneralAmt |
| Fundraising | $51,924 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,021,601 | TotalAmt |
| Program Services | $979,014 | ProgramServicesAmt |
| Management And General | $10,245 | ManagementAndGeneralAmt |
| Fundraising | $32,342 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $58,811 | TotalAmt |
| Program Services | $26,705 | ProgramServicesAmt |
| Management And General | $20,764 | ManagementAndGeneralAmt |
| Fundraising | $11,342 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $211,482 | TotalAmt |
| Management And General | $211,482 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,169 | TotalAmt |
| Management And General | $25,169 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,538,570 | TotalAmt |
| Program Services | $1,166,517 | ProgramServicesAmt |
| Management And General | $124,887 | ManagementAndGeneralAmt |
| Fundraising | $247,166 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $188,014 | TotalAmt |
| Program Services | $179,235 | ProgramServicesAmt |
| Management And General | $5,178 | ManagementAndGeneralAmt |
| Fundraising | $3,601 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $510,426 | TotalAmt |
| Program Services | $417,254 | ProgramServicesAmt |
| Management And General | $41,998 | ManagementAndGeneralAmt |
| Fundraising | $51,174 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,112,043 | TotalAmt |
| Program Services | $940,432 | ProgramServicesAmt |
| Management And General | $102,132 | ManagementAndGeneralAmt |
| Fundraising | $69,479 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $578,864 | TotalAmt |
| Program Services | $389,237 | ProgramServicesAmt |
| Management And General | $115,621 | ManagementAndGeneralAmt |
| Fundraising | $74,006 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $171,735 | TotalAmt |
| Program Services | $151,453 | ProgramServicesAmt |
| Management And General | $19,904 | ManagementAndGeneralAmt |
| Fundraising | $378 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,731,246 | TotalAmt |
| Program Services | $2,691,824 | ProgramServicesAmt |
| Management And General | $39,383 | ManagementAndGeneralAmt |
| Fundraising | $39 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,320 | TotalAmt |
| Management And General | $1,320 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $324,798 | TotalAmt |
| Program Services | $151,877 | ProgramServicesAmt |
| Management And General | $139,938 | ManagementAndGeneralAmt |
| Fundraising | $32,983 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| Temporary labor | $78,156 | $23,905 | $54,251 | |
| Dues & subscriptions | $57,006 | $46,850 | $10,156 | |
| Training & development | $14,701 | $5,972 | $7,285 | $1,444 |
| Miscellaneous | $9,797 | $5,493 | $3,215 | $1,089 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,110,247 | TotalAmt |
| Program Services | $12,216,323 | ProgramServicesAmt |
| Management And General | $2,409,110 | ManagementAndGeneralAmt |
| Fundraising | $1,484,814 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,571,189 | BOYAmt |
| EOY | $3,000,322 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $203,100 | BOYAmt |
| EOY | $17,482 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,060,295 | BOYAmt |
| EOY | $219,128 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $676,715 | BOYAmt |
| EOY | $615,101 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $3,340,239 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $2,601,299 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $975,926 | BOYAmt |
| EOY | $738,940 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,270,741 | BOYAmt |
| EOY | $14,022,255 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $30 | BOYAmt |
| EOY | $30 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $58,787 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $175,031 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,816,783 | BOYAmt |
| EOY | $18,788,289 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,300,215 | BOYAmt |
| EOY | $2,046,501 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $25,000 | BOYAmt |
| EOY | $0 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,626,658 | BOYAmt |
| EOY | $1,676,653 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,434,248 | BOYAmt |
| EOY | $1,122,981 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,386,121 | BOYAmt |
| EOY | $4,846,135 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,031,120 | BOYAmt |
| EOY | $12,007,888 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,399,542 | BOYAmt |
| EOY | $1,934,266 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,430,662 | BOYAmt |
| EOY | $13,942,154 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,816,783 | BOYAmt |
| EOY | $18,788,289 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$782,681 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $1,294,173 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $366,243 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $236,940 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $360,077 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,852,297 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,798,586 | CurrentTaxYearAmt |
| Total | $5,614,143 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $16,078,063 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $15,942,264 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $16,535,220 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,814,875 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $10,533,633 | CurrentTaxYearAmt |
| Total | $61,904,055 | TotalAmt |
Gross Receipts Non Unrlt Bus GrossReceiptsNonUnrltBusGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $10,105 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $9,275 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,200 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $11,547 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $10,994 | CurrentTaxYearAmt |
| Total | $43,121 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $16,454,411 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $16,188,479 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $16,896,497 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,678,719 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $13,343,213 | CurrentTaxYearAmt |
| Total | $67,561,319 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $12,100 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $21,248 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $19,974 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $13,553 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $16,470 | CurrentTaxYearAmt |
| Total | $83,345 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,320,249 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,645,712 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,827,675 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year | $1,670,307 | CurrentTaxYearAmt |
| Total | $9,463,943 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,332,349 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,666,960 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,847,649 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $13,553 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,686,777 | CurrentTaxYearAmt |
| Total | $9,547,288 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $58,014,031 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,407,407 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,452,702 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,356,540 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,359,491 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,294,107 | CurrentTaxYearAmt |
| Total | $6,870,247 | TotalAmt |
Post1975 UBTI Post1975UBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $7,386 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $11,120 | CurrentTaxYearMinus3YearsAmt |
| Total | $18,506 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,414,793 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,463,822 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,356,540 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,359,491 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,294,107 | CurrentTaxYearAmt |
| Total | $6,888,753 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | $7,892,462 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $297,532 | CurrentTaxYearAmt |
| Total | $8,189,994 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $17,869,204 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $17,652,301 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $18,253,037 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $13,930,672 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $14,934,852 | CurrentTaxYearAmt |
| Total | $82,640,066 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.70200 | PublicSupportCY509Pct |
| Public Support PY509 | 0.70520 | PublicSupportPY509Pct |
| Investment Income CY | 0.08340 | InvestmentIncomeCYPct |
| Investment Income PY | 0.08380 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule A, Part III, Line 12, Explanation of Other Income: | FormAndLineReferenceDesc |
| Explanation | Event cancellation insurance proceeds - 2019 Amount: $ 7,892,462. 2020 Amount: $ 297,532. | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
Total Grassroots Lobbying TotalGrassrootsLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Total Direct Lobbying TotalDirectLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Total Lobbying Expend TotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $15,749,250 | FilingOrganizationsTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $15,749,250 | FilingOrganizationsTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $937,463 | FilingOrganizationsTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $234,366 | FilingOrganizationsTotalAmt |
Tot Lbbyng Grassroot Mns Non Tx TotLbbyngGrassrootMnsNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Tot Lbby Expend Mns Lbbyng Non Tx TotLbbyExpendMnsLbbyngNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $985,796 | CurrentYearMinus3Amt |
| Current Year Minus2 | $1,000,000 | CurrentYearMinus2Amt |
| Current Year Minus1 | $838,218 | CurrentYearMinus1Amt |
| Current Year | $937,463 | CurrentYearAmt |
| Total | $3,761,477 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $5,642,216 | LobbyingCeilingAmt |
Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $6,979 | CurrentYearMinus3Amt |
| Current Year Minus2 | $3,668 | CurrentYearMinus2Amt |
| Current Year Minus1 | $7,159 | CurrentYearMinus1Amt |
| Total | $17,806 | TotalAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $246,449 | CurrentYearMinus3Amt |
| Current Year Minus2 | $250,000 | CurrentYearMinus2Amt |
| Current Year Minus1 | $209,555 | CurrentYearMinus1Amt |
| Current Year | $234,366 | CurrentYearAmt |
| Total | $940,370 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $1,410,555 | GrassrootsCeilingAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $603,161 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $138,031 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $17,840 | GrantsOrScholarshipsAmt |
| End Year Balance | $723,352 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $574,514 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $37,195 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $8,548 | GrantsOrScholarshipsAmt |
| End Year Balance | $603,161 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $587,817 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $12,506 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $25,809 | GrantsOrScholarshipsAmt |
| End Year Balance | $574,514 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $571,317 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $31,106 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $14,606 | GrantsOrScholarshipsAmt |
| End Year Balance | $587,817 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $525,914 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $61,869 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $16,466 | GrantsOrScholarshipsAmt |
| End Year Balance | $571,317 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.00000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.70450 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.29550 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,328,882 | OtherCostOrOtherBasisAmt |
| Depreciation | $837,634 | DepreciationAmt |
| Book Value | $491,248 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $157,297 | OtherCostOrOtherBasisAmt |
| Depreciation | $109,717 | DepreciationAmt |
| Book Value | $47,580 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,854,060 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,653,948 | DepreciationAmt |
| Book Value | $200,112 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $738,940 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (4 entries)
| DescDesc | AmtAmt |
|---|---|
| Deferred rent | $839,204 |
| Intercompany payable | $99,955 |
| Deferred compensation plan liabilities | $152,639 |
| Capital lease obligation | $31,183 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $1,122,981 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $17,049,354 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $1,294,173 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $450,784 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | $2,000 | OtherRevenueAmt |
| Revenue Not Reported | $1,746,957 | RevenueNotReportedAmt |
| Revenue Subtotal | $15,302,397 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $25,169 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $25,169 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $15,327,566 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $16,535,862 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $450,784 | DonatedServicesUseFcltsAmt |
| Expenses Not Reported | $450,784 | ExpensesNotReportedAmt |
| Expenses Subtotal | $16,085,078 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $25,169 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $25,169 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $16,110,247 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part V, Line 4: | Douglas P. Zipes Lectureship endowment, The Zipes Publication Award endowment, The Eric and Bonnie Prystowsky Clinical Research endowment, and The Eric N. Prystowsky Lecture endowment. |
| Part X, Line 2: | Management evaluated the Society's tax positions and concluded that the Society's consolidated financial statements do not include any uncertain tax positions. |
| Part XI, Line 2d - Other Adjustments: | Revenue from consolidated organization 2,000. |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $0 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $0 | TotalSpentAmt |
Foreign Individuals Grants ForeignIndividualsGrantsGrp (8 entries)
| Type Of AssistanceTypeOfAssistanceTxt | RegionRegionTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt | Manner Of Cash DisbursementMannerOfCashDisbursementTxt | Non Cash AssistanceNonCashAssistanceAmt | Description Of Non Cash AsstDescriptionOfNonCashAsstTxt | Valuation Method UsedValuationMethodUsedDesc |
|---|---|---|---|---|---|---|---|
| Young Investigators Award: First Prize (Clinical) | East Asia and the Pacific | 1 | $1,000 | Check | $0 | N/A | N/A |
| Young Investigators Award: Honorable Mention (Basic) | East Asia and the Pacific | 1 | $500 | Check | $0 | N/A | N/A |
| Highest Scoring Abstract in the Women in EP Category | East Asia and the Pacific | 1 | $1,000 | Wire | $0 | N/A | N/A |
| The Eric and Bonnie Prystowsky Fellows Clinical Research Fund | Europe (Including Iceland & Greenland) | 1 | $1,500 | Check | N/A | N/A | |
| Eric N. Prystowsky Lectureship Award | Europe (Including Iceland & Greenland) | 1 | $2,000 | Wire | $0 | N/A | N/A |
| Fellow with the Highest Scoring Abstract | Europe (Including Iceland & Greenland) | 1 | $1,500 | Wire | $0 | N/A | N/A |
| Young Investigators Award: First Prize (Basic) | North America | 1 | $1,000 | Check | $0 | N/A | N/A |
| Highest Scoring Abstract in the Women in EP Category | North America | 1 | $1,000 | Check | $0 | N/A | N/A |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transfer To Foreign Corp | 0 | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | 0 | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part III Accounting Method: | FormAndLineReferenceDesc |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Valuation Method UsedValuationMethodUsedDesc | Non Cash AssistanceNonCashAssistanceDesc | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|---|---|
| Mayo Clinic | ||||||||||
| 200 First Street SW | Rochester | MN | 55905 | 416011702 | 501(c)(3) | $50,000 | $0 | N/A | N/A | Biosense Webster: Postdoctoral fellowship used for the education and training of electrophysiology fellows for research addressing cardiac Catheter Ablation |
| Vanderbilt University | ||||||||||
| 1161 21st Ave South D-3300 | Nashville | TN | 37232 | 352528741 | 501(c)(3) | $50,000 | $0 | N/A | N/A | Medtronic: post-doctoral fellowships in cardiac electrophysiology encouraging and supporting research training of individuals in either basic or clinical electrophysiology |
| NYU Grossman School of Medicine | ||||||||||
| 550 First Avenue | New York | NY | 10016 | 135562308 | 501(c)(3) | $50,000 | $0 | N/A | N/A | Biosense Webster: Postdoctoral fellowship used for the education and training of electrophysiology fellows for research addressing pediatric Electrophysiology. |
| The Ohio State University | ||||||||||
| 1960 Kenny Road | Columbus | OH | 43210 | 316025986 | 501(c)(3) | $50,000 | $0 | N/A | N/A | Medtronic: post-doctoral fellowships in cardiac electrophysiology encouraging and supporting research training of individuals in either basic or clinical electrophysiology |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 4 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (12 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Valuation Method UsedValuationMethodUsedDesc | Non Cash AssistanceNonCashAssistanceDesc |
|---|---|---|---|---|---|
| Douglas P. Zipes Lectureship Award | 1 | $1,000 | $0 | N/A | N/A |
| Joan and Douglas P. Zipes Publication of the Year Award | 2 | $1,000 | $0 | N/A | N/A |
| Ralph Lazzara Lectureship Award | 1 | $2,000 | $0 | N/A | N/A |
| Most Innovative Abstract Award (formerly the Eli S. Gang Most Innovative Abstract Award) | 1 | $2,500 | $0 | N/A | N/A |
| HRS Global Humanitarian Award in Memory of Dr. Ramasubba Lakkireddy | 1 | $2,000 | $0 | N/A | N/A |
| Highest Scoring Abstract in the Allied Professionals Category | 1 | $1,000 | $0 | N/A | N/A |
| Pioneer in Cardiac Pacing and Electrophysiology Award | 1 | $5,000 | $0 | N/A | N/A |
| Founders' Lectureship Award | 1 | $2,500 | $0 | N/A | N/A |
| Young Investigators Award: Honorable Mention (Basic) | 1 | $500 | $0 | N/A | N/A |
| Young Investigators Award: Honorable Mention (Clinical) | 2 | $1,000 | $0 | N/A | N/A |
| Wilton W. Webster Lectureship Award | 1 | $2,000 | $0 | N/A | N/A |
| Highest Scoring Abstract in the Women in EP Category | 2 | $2,000 | $0 | N/A | N/A |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Line 2: | FormAndLineReferenceDesc |
| Explanation | Each year during the Heart Rhythm Society's Annual Meeting, awards are presented to awardees based on specific criteria for each award category as detailed in the following descriptions. Due to COVID-19 restrictions, travel for staff and awardees were significantly curtailed. Journal Awards The awardees submit papers to be published in the Heart Rhythm Journal. The awards are selected by the Heart Rhythm Journal Editors for published papers. Award funds are issued to awardees before the meeting and the winner of The Zipes award is given travel reimbursement after the meeting. Lectureship Awards The lectureship awards are selected by the Program Committee Chair, Abstract Chair, President, 1st Vice President, and CEO. The lectureship recipient receives an honorarium and the travel and accommodation costs for the Annual Meeting is covered. Investigator Awards The Young Investigator Awards (YIA) competition recognizes and encourages the work of young investigators and their parent institutions. All submissions to the YIA Competition are reviewed by the YIA Sub-Committee (part of the Annual Meeting Committee and comprised of senior researchers, clinicians and scientists), who select six finalists to present their work during the Annual Meeting. All six YIA finalists receive complimentary registration to the Annual Meeting and reimbursement for travel expenses and there are two first prize monetary awards. Abstract Awards To be considered for an Abstract award, an individual must indicate interest in applying for the abstract award(s) during the regular abstract submission period - mid-December to mid-March. Abstracts must conform to the award rules and criteria and submitted by the deadline for abstract's First Author to be considered. The Heart Rhythm Society reserves the right to determine the number of awards made and to cancel the competition in a given year if submitted abstracts are deemed to not be of adequate quality or interest. Each recipient is awarded a plaque, monetary award, and complimentary registration to the Annual Meeting. Grading of Recommendations Assessment, Development and Evaluation (GRADE) comprehensive track workshop travel grant The Heart Rhythm Society (HRS) leadership and the Scientific and Clinical Documents Committee (SCDC) leadership have identified a need to provide resources to writing groups engaged in development of clinical practice documents, in order to increase the reliability and validity of document structure, recommendations, and implementation. One aspect of this enhancement program is to assign each writing group a member with skill in methodology of document creation. We aim to increase the number of available HRS methodology writing group members by specific training workshops. These workshops will serve as the foundation for improved development of clinical documents, systematic reviews, and clinical practice guidelines. The HRS will provide one travel grant up to $2500 to attend the Grading of Recommendations Assessment, Development and Evaluation (GRADE) comprehensive track workshop, which provides training and learning the principles of evidence-based medicine and guideline development for clinical or public health recommendations. There are 16+ hours of intensive hands-on training in small group settings with six facilitators and a maximum attendance of 44 participants. More details for the workshop can be found at https://www.gradeworkinggroup.org. The expectations for the recipient would include willingness to contribute in the following ways: 1. Provide a summary presentation of the learnings at a future SCDC meeting 2. Participate on a clinical document project as a writing committee member with an eye toward the methodological aspects of clinical document development 3. Participate in discussions within the SCDC to improve the HRS methodology for developing clinical documents, and ultimately guidelines. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | Yes (1) | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (1) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (11 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Patricia Blake | ||||||||||||||
| Chief Executive Officer | $560,684 | $0 | $0 | $0 | $0 | $0 | $116,657 | $0 | $46,536 | $0 | $723,877 | $0 | $0 | $0 |
| Christina Wurster | ||||||||||||||
| Chief Strategy Officer | $257,642 | $0 | $24,947 | $0 | $74 | $0 | $35,388 | $0 | $26,746 | $0 | $344,797 | $0 | $0 | $0 |
| Kenneth Demith | ||||||||||||||
| Chief Experience Officer | $250,988 | $0 | $23,246 | $0 | $318 | $0 | $34,155 | $0 | $14,767 | $0 | $323,474 | $0 | $0 | $0 |
| Laura Meisnere | ||||||||||||||
| Vice President, Health Policy | $200,438 | $0 | $15,029 | $0 | $50,208 | $0 | $18,105 | $0 | $25,639 | $0 | $309,419 | $0 | $0 | $0 |
| James Youngblood | ||||||||||||||
| Former CEO through May 2019 | $0 | $0 | $0 | $0 | $300,606 | $0 | $0 | $0 | $0 | $0 | $300,606 | $0 | $300,606 | $0 |
| Timothy Gregory | ||||||||||||||
| Chief Learning Officer | $218,447 | $0 | $20,906 | $0 | $170 | $0 | $30,504 | $0 | $30,435 | $0 | $300,462 | $0 | $0 | $0 |
| Eric Booth | ||||||||||||||
| Chief Financial Officer | $212,398 | $0 | $19,950 | $0 | $0 | $0 | $12,511 | $0 | $37,495 | $0 | $282,354 | $0 | $0 | $0 |
| David Raimist | ||||||||||||||
| Sr Dir, Digital Tech & Data Analytic | $205,854 | $0 | $15,415 | $0 | $318 | $0 | $23,634 | $0 | $31,386 | $0 | $276,607 | $0 | $0 | $0 |
| Anne Marie Smith | ||||||||||||||
| VP, Quality Improvement Education | $205,563 | $0 | $16,152 | $0 | $487 | $0 | $27,551 | $0 | $15,344 | $0 | $265,097 | $0 | $0 | $0 |
| Germaine Schaefer | ||||||||||||||
| Senior Director, Meetings | $189,936 | $0 | $14,003 | $0 | $111 | $0 | $20,046 | $0 | $11,371 | $0 | $235,467 | $0 | $0 | $0 |
| Russell Werlinich | ||||||||||||||
| Sr Dir, Education Programs | $161,278 | $0 | $12,502 | $0 | $33,229 | $0 | $17,177 | $0 | $1,044 | $0 | $225,230 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part I, Lines 4a-b | Line 4a. Russell Werlinich, Senior Director, Education Programs and Services through November 2020, received 11 weeks of severance pay in the amount of $ 33,059.02 during calendar year 2020 Also, Laura Meisnere, Vice President, Health Policy through November 2020, received 13 weeks of severance pay in the amount of $50,097.52 during calendar year 2020 Line 4b: During calendar year 2020, the Society contributed $71,842.48 to Pat Blake's nonqualified section 457(f) plan. |
| Part II, Column (F) | James Youngblood received a lump sum distribution of $ 300,605.54 from his non- qualified 457(b) plan. He received this payout directly and it is included in his 2020 W2. This amount has also been reported in Schedule J, Part II, Column B (iii). |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Section A, line 6 | The Society has members. |
| Form 990, Part VI, Section A, line 7a | The Society has a call for nominations. Nomination subcommittee meets to review the nominations and develops a slate of nominees for the Board of Trustees. The Board of Trustees reviews and approves the slate and then puts the slate forth to voting membership for approval. |
| Form 990, Part VI, Section A, line 7b | The Articles of Organization may be amended only by the affirmative vote of at least two-thirds (2/3) of the Members and Fellows entitled to vote. |
| Form 990, Part VI, Section B, line 11b | The Society's Board-approved financial policies state that the Audit Committee shall review and approve the annual Form 990 tax returns. The Audit Committee, who has delegated authority from the Board of Directors, reviews the draft Form 990 tax return in detail with the assistance from the Society's financial staff and audit firm and approves the form prior to filing. |
| Form 990, Part VI, Section B, line 12c | Every committee chair reviews all of their committee's disclosures forms. Before the start of every committee meeting, a statement regarding disclosures and conflict of interest is read by the chair. The Society's Ethics Oversight Committee ensures compliance with the Society's Code of Ethics and Professional Standards. |
| Form 990, Part VI, Section B, line 15a | The Society's Compensation Subcommittee assesses the Chief Executive Officer's performance and recommends a compensation plan to the Executive Committee and Board of Trustees for approval. The Society retains an independent compensation consultant to perform a compensation analysis for use by the Compensation Subcommittee. Meeting minutes and compensation analyses are retained by the Society. Compensation of key (and non-key) Society employees are reviewed as part of the overall budget approval process by the Finance Committee and Board of Trustees. The salary of each staff position is reviewed and determined using internally obtained survey data. |
| Form 990, Part VI, Section C, line 19 | The Society's governing documents and conflict of interest policy are publicly available on the Society's website. Audited financial statements are available upon request to individuals and organizations based on business need. |
| Form 990, Part XII, Line 2C: | The Society's Audit Committee assumes responsibility for oversight of the audit of its financial statements. The Society's Audit Committee also assumes responsibility for the selection of an independent accountant. The process is consistent with previous years. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd | Direct Controlling NADirectControllingNACd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Heart Rhythm Foundation | |||||||||||
| 1325 G Street NW Suite 400 | Washington | DC | 200053121 | 200380726 | See Schedule R, Part VII | MA | 501(c)(3) | Line 7 | Heart Rhythm Society | Yes (1) | |
| International Board of Heart Rhythm Examiners Inc | |||||||||||
| 1325 G Street NW Suite 400 | Washington | DC | 200053121 | 042917754 | See Schedule R, Part VII | MA | 501(c)(6) | 0 | N/A | ||
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HRS Consulting Services Inc | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1325 G Street NW Suite 400 | AddressLine1Txt |
| City | Washington | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 200053121 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 454366704 | EIN |
| Primary Activities | See Schedule R, Part VII | PrimaryActivitiesTxt |
| Legal Domicile State | DE | LegalDomicileStateCd |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Heart Rhythm Society | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Entity Type | C | EntityTypeTxt |
| Ownership | 1.00000 | OwnershipPct |
| Controlled Organization | Yes (1) | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (3 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| IBHRE | ||
| N | $92,465 | Allocated costs |
| IBHRE | ||
| O | $400,639 | Allocated payroll |
| IBHRE | ||
| Q | $318,073 | Cash reimbursements |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule R, Part II, Column B | Heart Rhythm Foundation Primary Activity: Dormant foundation whose mission is to enhance the prevention and treatment of heart rhythm disorders by supporting the research, education and advocacy efforts of the Heart Rhythm Society. International Board of Heart Rhythm Examiners, Inc. Primary Activity: To design and administer examinations to measure skills in cardiac pacing and electrophysiology. |
| Schedule R, Part IV, Column B | HRS Consulting Services, Inc. Primary Activity: Dormant corporation whose purpose is to provide EP-specific consulting services to physician practices and hospitals. |