2021-04-02T06:37:41-05:00 2020-09-30 582676261 Rogers & Company PLLC 8300 Boone Boulevard Suite 600 Vienna VA 22182 990 2019-10-01 042694458 Heart Rhythm Society Inc HEAR 2024643400 1325 G Street NW No 400 Washington DC 200053121 Patricia Blake Chief Executive Officer 2024643400 2021-04-01 1 Lori A Collingsworth P00639819 7038930300 2021-03-25 2019 2022-09-23 18:48:47Z Patricia Blake 1325 G Street NW No 400 Washington DC 200053121 19080108 0 X www.hrsonline.org X 1980 MA To end death and suffering due to heart rhythm disorders. 18 18 48 290 34000 -3833 360077 1852297 16542720 2848875 356147 349512 997934 8904406 18256878 13955090 232076 28500 0 0 6837903 7463791 0 0 929350 11087368 6339246 18157347 13831537 99531 123553 19094413 21816783 6156107 8386121 12938306 13430662 X 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. 0 0 3346195 44196 Meetings: The Society's Annual Scientific Sessions convenes 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. With internationally-renowned faculty members, and multiple specialized tracks, attendees gain first-hand knowledge and perspectives immediately applicable in their own practices. Participants are also exposed to state of the art technology to further their education experience. Due to COVID-19 related restrictions this event was cancelled for the fiscal year. 3329275 1000 789866 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, Cardiovascular Digital Health Journal, and Heart Rhythm O2are the official publications of the Society. 2575977 27500 2014813 Education: The Heart Rhythm Society strives to provide 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. The Society awards research fellowship scholarships to individuals interested in clinical and basic research relating to the latest advances in electrophysiology. 920709 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 published and endorsed clinical documents to improve patient care. 920709 10172156 1 1 0 1 0 0 0 0 0 1 1 0 0 0 1 1 0 1 0 0 1 0 1 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 112 0 1 48 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 18 18 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 0 0 AL AK AR CA CT FL GA HI IL KS KY MD MA MI MN MS NH NJ NM NY NC OK OR PA RI SC TN UT VA WV WI DC X Eric Booth CFO 2024643400 1325 G Street NW No 400 Washington DC 200053121 Christine M Albert MD MPH President 11.00 4.00 X X 1000 0 0 Fred M Kusumoto MD FHRS President-Elect 5.00 1.00 X X 0 0 0 Andrew D Krahn MD FHRS 1st Vice President 5.00 0.00 X X 0 0 0 Thomas F Deering MD FHRS CCDS- Immediate Past President 6.00 0.00 X X 0 0 0 Andrea M Russo MD FHRS Immediate Past President 5.00 1.00 X X 0 0 0 Jodie L Hurwitz MD FHRS 2nd Vice President 5.00 1.00 X X 1000 0 0 Sana M Al-Khatib MD MHS FHRS, CCDS- Secretary/Treasurer 5.00 1.00 X X 0 0 0 Jonathan M Kalman MBBS PhD FHRS- Member 2.50 0.00 X 0 0 0 Jeanne E Poole MD FHRS CCDS Member 2.50 0.00 X 2750 0 0 David J Slotwiner MD FHRS Member 2.50 0.00 X 0 0 0 Mina K Chung MD FHRS Member 2.50 0.00 X 0 0 0 David J Callans MD FHRS CCDS- Member 2.50 0.00 X 0 0 0 David E Haines MD FHRS Member 2.50 0.00 X 0 0 0 Suneet Mittal BA MD FHRS Member 2.50 0.00 X 0 0 0 Jill Boone Schaeffer MSN CRNP FHRS- Member 2.50 0.00 X 0 0 0 Win-Kuang Shen MD FHRS Member 2.50 0.00 X 0 0 0 Erica S Zado PAC FHRS Member 2.50 0.00 X 0 0 0 John K Triedman MD FHRS CEPS-P- Member 2.50 0.00 X 0 0 0 Robin A Leahy BSN RN FHRS CCDS- Member 2.50 0.00 X 1000 0 0 Samuel J Asirvatham MD FHRS Member 2.50 0.00 X 2000 0 0 George F Van Hare MD FHRS CEPS-P, CCDS, Member 2.50 3.00 X 0 0 0 Patricia Blake CEO beginning March 2019 40.00 0.00 X 419507 0 63378 Alan Stiles COO through February 2019 39.00 1.00 X 107761 2199 21720 Eric Booth CFO beginning August 2019 40.00 0.00 X 71621 0 14266 Kenneth Demith Chief Experience Officer 40.00 0.00 X 272230 0 39167 Christina Wurster Chief Strategy Officer 40.00 0.00 X 279432 0 47172 Timothy Gregory Chief Learning Officer 40.00 0.00 X 205343 0 52394 Laura Meisnere Vice President, Health Policy 40.00 0.00 X 231346 0 54319 David Raimist Sr Dir, Digital Tech/ Data Analytics 40.00 0.00 X 208345 0 50378 Anne Marie Smith VP, Quality Improvement Education 40.00 0.00 X 206584 0 35534 Germaine Schaefer Senior Director, Meetings 40.00 0.00 X 191751 0 28875 Russell Werlinich Sr Dir, Education Prog & Services 40.00 0.00 X 167959 0 19764 James Youngblood Former CEO through May 2019 0.00 0.00 X 376962 0 45595 2746591 2199 472562 20 1 1 0 Freeman PO Box 650519 Dallas TX 75265 Audio/Visual Equipment Services 673269 A Fassano & Co 990 Route 168 Suite A-2 Turnersville NJ 08012 Management Services 539089 Elsevier 3251 Riverport Lane Maryland Heights MO 63042 Publishing Services 388524 O'Connor Consulting Services 6507 Marjory Lane Bethesda MD 20817 Outsourced Accounting Services 372949 Taoti Entrerprises Inc 530 8th St SE Washington DC 20003 Website Services 301605 16 1852297 1852297 Membership dues 900099 1959688 1959688 Annual meeting exhibits 900099 250187 250187 Registration fees 900099 245880 245880 Publications and products 900099 232220 232220 Grants and sponsorships 900099 126900 126900 34000 34000 2848875 359094 359094 1000397 1000397 5115436 5125018 -9582 -9582 -9582 Event cancellation insurance proc 900099 7892462 7892462 IBHRE LMS fee 900099 11547 11547 7904009 13955090 2564688 34000 9504105 18000 18000 10500 10500 1917361 677393 1002112 237856 4362194 3494710 524724 342760 364323 324775 18744 20804 421938 318659 64308 38971 397975 271091 90775 36109 1050738 1014788 2915 33035 30340 1870 16346 12124 287627 20 287607 29339 29339 1310588 1135103 175485 188102 180486 3910 3706 367484 275377 40577 51530 920748 767618 101075 52055 594624 403423 137752 53449 255461 218531 21806 15124 830347 807321 20525 2501 1682 1682 248875 165329 61641 21905 Dues & subscriptions 119826 27817 91989 20 Temporary labor 60907 35403 25504 Training & development 30376 20190 4895 5291 Miscellaneous 12182 3752 6320 2110 13831537 10172156 2730031 929350 94730 0 3207858 2571189 40622 203100 237311 8060295 1281698 676715 3325519 2349593 1106833 975926 13055845 9270741 30 30 69486 58787 19094413 21816783 1561704 4300215 200000 25000 2194577 1626658 2199826 2434248 6156107 8386121 X 12035962 12031120 902344 1399542 12938306 13430662 19094413 21816783 123553 368803 0 X X 0 1 X 1 0 X 397283 366243 236940 360077 1852297 3212840 16208678 16078063 15942264 16535220 2814875 67579100 9300 10105 9275 1200 11547 41427 16615261 16454411 16188479 16896497 4678719 70833367 6000 12100 21248 19974 13553 72875 2369829 2320249 2645712 2827675 10163465 2375829 2332349 2666960 2847649 13553 10236340 60597027 1605805 1407407 1452702 1356540 1359491 7181945 7386 11120 18506 1605805 1414793 1463822 1356540 1359491 7200451 7892462 7892462 18221066 17869204 17652301 18253037 13930672 85926280 0.70520 0.77830 0.08380 0.08300 X Schedule A, Part III, Line 12, Explanation of Other Income: Event cancellation insurance proceeds - 2019 Amount: $ 7,892,462. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 7159 7159 13757206 13764365 838218 209555 0 0 984999 985796 1000000 838218 3809013 5713520 8257 6979 3668 7159 26063 246250 246449 250000 209555 952254 1428381 574514 37195 8548 603161 587817 12506 25809 574514 571317 31106 14606 587817 525914 61869 16466 571317 500219 37639 11944 525914 0.00000 0.83390 0.16610 0 0 1328882 717364 611518 150262 93841 56421 1846375 1538388 307987 975926 Deferred rent 997505 Conditional Contribution- Paycheck Protection Program 781429 Related party payable 454057 Intercompany payable 97955 Deferred compensation plan liabilities 71844 Capital lease obligation 31458 2434248 X 14666615 368803 376026 -3965 740864 13925751 29339 29339 13955090 14178224 376026 376026 13802198 29339 29339 13831537 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 -3,965. 1 East Asia and the Pacific 0 0 Grants to recipients located in the region Program Educational Grants 7000 Europe (Including Iceland & Greenland) 0 0 Grants to recipients located in the region Program Educational Grants 3500 East Asia and the Pacific 0 2 Program Services US employee(s) travel to APHRS conference 13913 Europe (Including Iceland & Greenland) 0 1 Program Services US employee(s) travel to ESC Digital conference 7454 0 3 0 0 0 3 31867 0 31867 Douglas P. Zipes Lectureship Award Europe (Including Iceland & Greenland) - Albania, Andorra, Austria, Belgiu 1 1000 Check 0 N/A N/A Eric N. Prystowsky Early Career Researcher Award Europe (Including Iceland & Greenland) - Albania, Andorra, Austria, Belgiu 1 1500 Wire 0 N/A N/A Highest Scoring Abstract in the Women in EP Category Europe (Including Iceland & Greenland) - Albania, Andorra, Austria, Belgiu 1 1000 Wire 0 N/A N/A Highest Scoring Abstract in the Allied Professionals Category East Asia and the Pacific - Australia, Brunei, Burma, Cambodia, 1 1000 Check 0 N/A N/A Highest Scoring Abstract in the Women in EP Category East Asia and the Pacific - Australia, Brunei, Burma, Cambodia, 1 1000 Check 0 N/A N/A Ralph Lazzara Lectureship Award East Asia and the Pacific - Australia, Brunei, Burma, Cambodia, 1 2000 Wire 0 N/A N/A The Eric and Bonnie Prystowsky Fellows Clinical Research Fund East Asia and the Pacific - Australia, Brunei, Burma, Cambodia, 1 1500 Check 0 N/A N/A Young Investigator award - Basic Research Finalists East Asia and the Pacific - Australia, Brunei, Burma, Cambodia, 1 1000 Check 0 N/A N/A Young Investigators Award: Honorable Mention (Clinical) East Asia and the Pacific - Australia, Brunei, Burma, Cambodia, 1 500 Check 0 N/A N/A 0 0 0 0 0 0 Part I, Line 2: Each year during the Heart Rhythm Society's Annual Scientific Sessions, awards are presented to awardees based on specific criteria for each award category as detailed in the following descriptions. Due to COVID-19 restrictions, the Annual Scientific Sessions was cancelled. For the fiscal year, the awards were included and presented as part of the HRS 2020 Science online/digital program offering. As a result, travel reimbursements stipulated for each award was not provided to award recipients. 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 Scientific Sessions 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 Scientific Sessions Committee and comprised of senior researchers, clinicians and scientists), who select six finalists to present their work during the Annual Scientific Sessions. All six YIA finalists receive complimentary registration to the Annual Scientific Sessions 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-October to early December. 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 Scientific Sessions. Part I, line 3: Foreign grant payments are directly tracked and accounted for on the accrual method of accounting used for books. In FY2020, HRS's only other foreign related expenditures were travel costs for HRS employees to travel to a foreign country to attend a meeting or speak on behalf of HRS. Expenses were captured through employee expense reports. Part III Accounting Method: 1 Eric N. Prystowsky Lectureship Award 1 2000 0 N/A N/A Eli S. Gang Most Innovative Abstract Award 1 2500 0 N/A N/A Fellow with the Highest Scoring Abstract 1 1500 0 N/A N/A Founders' Lectureship Award 1 2500 0 N/A N/A Highest Scoring Abstract in the Women in EP Category 2 2000 0 N/A N/A HRS Global Humanitarian Award in Memory of Dr. Ramasubba Lakkireddy 1 2000 0 N/A N/A Joan and Douglas P. Zipes Publication of the Year Award 1 1000 0 N/A N/A Wilton W. Webster Lectureship Award 1 2000 0 N/A N/A Young Investigator award - Basic Research Finalists 2 500 0 N/A N/A Young Investigators Award: First Prize (Clinical) 1 1000 0 N/A N/A Young Investigators Award: Honorable Mention (Basic) 1 500 0 N/A N/A Young Investigators Award: Honorable Mention (Clinical) 1 500 0 N/A N/A Part I, Line 2: Each year during the Heart Rhythm Society's Annual Scientific Sessions, awards are presented to awardees based on specific criteria for each award category as detailed in the following descriptions. Due to COVID-19 restrictions, the Annual Scientific Sessions was cancelled. For the fiscal year, the awards were included and presented as part of the HRS 2020 Science online/digital program offering. As a result, travel reimbursements stipulated for each award was not provided to award recipients. 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 Scientific Sessions 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 Scientific Sessions Committee and comprised of senior researchers, clinicians and scientists), who select six finalists to present their work during the Annual Scientific Sessions. All six YIA finalists receive complimentary registration to the Annual Scientific Sessions 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-October to early December. 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 Scientific Sessions. 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. X 1 1 X X X X X X 1 1 0 0 0 0 0 0 0 Patricia Blake CEO beginning March 2019 363848 0 0 0 55659 0 26236 0 37142 0 482885 0 0 0 Kenneth Demith Chief Experience Officer 236078 0 35636 0 516 0 25931 0 13236 0 311397 0 0 0 Christina Wurster Chief Strategy Officer 240312 0 39000 0 120 0 30702 0 16470 0 326604 0 0 0 Timothy Gregory Chief Learning Officer 185708 0 19455 0 180 0 24824 0 27570 0 257737 0 0 0 Laura Meisnere Vice President, Health Policy 199901 0 31169 0 276 0 26421 0 27898 0 285665 0 0 0 David Raimist Sr Dir, Digital Tech/ Data Analytics 188451 0 19378 0 516 0 22348 0 28030 0 258723 0 0 0 Anne Marie Smith VP, Quality Improvement Education 186864 0 18928 0 792 0 21750 0 13784 0 242118 0 0 0 Germaine Schaefer Senior Director, Meetings 174015 0 17556 0 180 0 18916 0 9959 0 220626 0 0 0 Russell Werlinich Sr Dir, Education Prog & Services 152510 0 15173 0 276 0 18575 0 1189 0 187723 0 0 0 James Youngblood Former CEO through May 2019 292094 0 78816 0 6052 0 29871 0 15724 0 422557 0 0 0 Part I, Line 1a Patricia Blake, Chief Executive Officer, received relocation benefits in the amount of $55,659 during calendar year 2019. Part I, Line 1b All of the items checked on Schedule J - Part 1, line la relate to Patricia Blake, Chief Executive Officer, and are provided in the normal course of business for an executive in this position. Additional taxable compensation and benefits are included as compensation on her W-2. Part I, Lines 4a-b Line 4a: Alan Stiles, Chief Operating Officer through February 2019, received 10 weeks severance pay in the amount of $49,440 during calendar year 2019. Line 4b: During calendar year 2019, the Society contributed $4,721 to James Youngblood's nonqualified section 457(f) plan. As this was fully vested upon payment, James Youngblood received this payout directly and it was included in his 2019 W-2. This amount has also been reported in Schedule J, Part II, Column (B)(iii). 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 reviews the draft Form 990 tax returns in detail with the assistance from the Society's financial staff and audit firm. The final Form 990 tax returns are then reviewed by the Board of Directors 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 Board of Trustees assumes responsibility for the selection of an independent accountant. The process is consistent with previous years. 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 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) N/A 0 HRS Consulting Services Inc 1325 G Street NW Suite 400 Washington DC 200053121 454366704 See Schedule R, Part VII DE Heart Rhythm Society C 1.00000 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 1 0 0 IBHRE N 87758 Allocated costs IBHRE O 367262 Allocated payroll IBHRE Q 909077 Cash reimbursements 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.