HEART RHYTHM SOCIETY INC: Form 990, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- HEART RHYTHM SOCIETY INC (EIN 04-2694458)
- Tax period
- 2018-10-01 to 2019-09-30
- Filed
- 2020-04-29
- IRS object ID
- 202011209349301521
- Schema version
- 2018v3.1
- 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 | 2020-04-29T13:20:15-05:00 | ReturnTs |
| Tax Period End | 2019-09-30 | 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 | 2018-10-01 | 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 | 2020-04-29 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Lori A Collingsworth | PreparerPersonNm |
| PTIN | P00639819 | PTIN |
| Phone | 7038930300 | PhoneNum |
| Preparation | 2020-04-29 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 174.70.27.74 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-04-29 | IPDt |
| IP Tm | 14:19:01 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 3FA681711818338919838A558195C5A6C43D36C2 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | DD3BD8FAA7E619236B258E939CC8F9AD6F7FDC38 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-09-23 17:36:50Z | 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 | $18,548,659 | 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 | 48 | TotalEmployeeCnt |
| Total Volunteers | 281 | TotalVolunteersCnt |
| Total Gross UBI | $7,500 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | -$22,008 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $236,940 | PYContributionsGrantsAmt |
| CY Contributions Grants | $360,077 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $15,968,089 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $16,542,720 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,093,919 | PYInvestmentIncomeAmt |
| CY Investment Income | $356,147 | CYInvestmentIncomeAmt |
| PY Other Revenue | $1,174,776 | PYOtherRevenueAmt |
| CY Other Revenue | $997,934 | CYOtherRevenueAmt |
| PY Total Revenue | $18,473,724 | PYTotalRevenueAmt |
| CY Total Revenue | $18,256,878 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $121,000 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $232,076 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $6,022,023 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $6,837,903 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $760,545 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $10,640,332 | PYOtherExpensesAmt |
| CY Other Expenses | $11,087,368 | CYOtherExpensesAmt |
| PY Total Expenses | $16,783,355 | PYTotalExpensesAmt |
| CY Total Expenses | $18,157,347 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $1,690,369 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $99,531 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $17,930,707 | TotalAssetsBOYAmt |
| Total Assets EOY | $19,094,413 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $5,106,972 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $6,156,107 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $12,823,735 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $12,938,306 | 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 | $7,990,528 | ExpenseAmt |
| Grant | $24,596 | GrantAmt |
| Revenue | $12,337,417 | RevenueAmt |
| Desc | Meetings: The Society's Annual Scientific Sessions brings together the world's most noted experts in cardiac rhythm management. With an attendance of 11,240 from 92 countries, there are over 250 educational sessions covering topics such as pacing, defibrillation, clinical arrhythmia management, ablation, pharmacology, genetics, basic science, health policy, and more. With internationally-renowned faculty members, and multiple specialized tracks, attendees gain first-hand knowledge and perspectives that could be applied immediately within their own practice. Participants are exposed to the emerging and enabling technology of the future to further their education experience during Scientific Sessions. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $2,640,649 | ExpenseAmt |
| Grant | $6,000 | GrantAmt |
| Revenue | $2,516,571 | 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 and HeartRhythm Case Reports are the official publications of the Society. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $2,200,379 | ExpenseAmt |
| Grant | $200,000 | GrantAmt |
| Revenue | $1,589,943 | RevenueAmt |
| Desc | 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. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,214,392 | ExpenseAmt |
| Grant | $1,480 | GrantAmt |
| Revenue | $98,789 | RevenueAmt |
| 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 published and endorses clinical documents to improve patient care. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $1,214,392 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $1,480 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $98,789 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $14,045,948 | 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 |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| 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 | Yes (1) | 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 With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| 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 | 69 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 48 | 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 Chief Financial Officer | 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (34 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 |
|---|---|---|---|---|---|---|---|---|---|
| Andrea M Russo MD FHRS | |||||||||
| President | 10.00 | 4.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Christine M Albert MD MPH | |||||||||
| President-Elect | 5.00 | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Thomas F Deering MD FHRS | |||||||||
| CCDS- Immediate Past President | 5.00 | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Jodie L Hurwitz MD FHRS | |||||||||
| Secretary/Treasurer | 5.00 | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Fred M Kusumoto MD FHRS | |||||||||
| 1st Vice President | 5.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Andrew D Krahn MD FHRS | |||||||||
| 2nd Vice President | 5.00 | 0.00 | Yes (X) | Yes (X) | $3,000 | $0 | $0 | ||
| Samuel J Asirvatham MD FHRS | |||||||||
| Member | 5.00 | 0.00 | Yes (X) | $2,000 | $0 | $0 | |||
| David J Callans MD FHRS | |||||||||
| CCDS- 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 E Haines MD FHRS | |||||||||
| Member | 2.50 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Jonathan M Kalman MBBS PhD | |||||||||
| FHRS- Member | 2.50 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Robin A Leahy BSN RN FHRS | |||||||||
| CCDS- Member | 2.50 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Suneet Mittal BA MD FHRS | |||||||||
| Member | 2.50 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Jeanne E Poole MD FHRS CCDS | |||||||||
| Member | 2.50 | 0.00 | Yes (X) | $3,250 | $0 | $0 | |||
| Jill Boone Schaeffer MSN CRNP | |||||||||
| FHRS, CEPS, CCDS- Member | 2.50 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Win-Kuang Shen MD FHRS | |||||||||
| Member | 2.50 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| David J Slotwiner MD FHRS | |||||||||
| Member | 2.50 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| George F Van Hare MD FHRS | |||||||||
| CEPS-P, CCDS- Member | 2.50 | 4.50 | Yes (X) | $0 | $0 | $0 | |||
| Rahul N Doshi MD FHRS | |||||||||
| Member (term ended during year) | 2.50 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Michael R Gold MD PhD FHRS | |||||||||
| Member (term ended during year) | 2.50 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Bradley P Knight MD FHRS | |||||||||
| Member (term ended during year) | 2.50 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Heather M Ross DNP PhD ANP | |||||||||
| FHRS, CEPS, CCDS-Member (term ended) | 2.50 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| James Youngblood | |||||||||
| CEO through May 2019 | 40.00 | 0.00 | Yes (X) | $956,360 | $0 | $155,182 | |||
| Patricia Blake | |||||||||
| CEO beginning March 2019 | 40.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Alan Stiles | |||||||||
| COO through February 2019 | 39.60 | 0.40 | Yes (X) | $290,502 | $2,934 | $46,202 | |||
| Eric Booth | |||||||||
| CFO beginning August 2019 | 40.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Kenneth Demith | |||||||||
| Chief Experience Officer | 40.00 | 0.00 | $261,725 | $0 | $34,337 | Yes (X) | |||
| Christina Wurster | |||||||||
| Chief Strategy Officer | 40.00 | 0.00 | $251,953 | $0 | $25,054 | Yes (X) | |||
| Timothy Gregory | |||||||||
| Chief Learning Officer | 40.00 | 0.00 | $223,318 | $0 | $47,667 | Yes (X) | |||
| Laura Meisnere | |||||||||
| Vice President, Health Policy | 40.00 | 0.00 | $196,703 | $0 | $46,464 | Yes (X) | |||
| David Raimist | |||||||||
| Sr Dir, Digital Tech & Data Analytics | 40.00 | 0.00 | $190,439 | $0 | $45,548 | Yes (X) | |||
| Anne Marie Smith | |||||||||
| VP, Quality Improvement Education | 40.00 | 0.00 | $197,674 | $0 | $33,582 | Yes (X) | |||
| Germaine Schaefer | |||||||||
| Senior Director, Meetings | 40.00 | 0.00 | $176,104 | $0 | $26,305 | Yes (X) | |||
| Russell Werlinich | |||||||||
| Sr Dir, Education Programs & Services | 40.00 | 0.00 | $154,584 | $0 | $16,911 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $2,907,612 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $2,934 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $477,252 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 19 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | 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 |
|---|---|---|---|---|---|
| A Fassano & Co | |||||
| 990 Route 168 Suite A-2 | Turnersville | NJ | 08012 | Management Services | $523,131 |
| Freeman | |||||
| PO Box 650519 | Dallas | TX | 75265 | Audio/Visual Equipment Services | $488,398 |
| Elsevier | |||||
| 3251 Riverport Lane | Maryland Heights | MO | 63043 | Publishing Services | $365,530 |
| Kushner & Associates | |||||
| 24003A Ventura Blvd Suite 100 | A Ventura Blvd S | CA | 91302 | Transportation Services | $312,604 |
| Coe-Truman International LLC | |||||
| 500 N Michigan Ave Suite 800 | Chicago | IL | 60611 | Abstract Management Services | $283,086 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 20 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $360,077 | AllOtherContributionsAmt |
| Total Contributions | $360,077 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | ExclusionExclusionAmt |
|---|---|---|---|---|
| Registration fees | 900099 | $6,478,962 | $6,478,962 | |
| Grants and sponsorships | 900099 | $3,549,698 | $3,549,698 | |
| Annual meeting exhibits | 900099 | $3,342,625 | $3,342,625 | |
| Membership dues | 900099 | $2,357,321 | $2,357,321 | |
| Commissions and Fees | 900099 | $598,364 | $598,364 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $215,750 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $208,250 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $7,500 | UnrelatedBusinessRevenueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $16,542,720 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $359,806 | TotalRevenueColumnAmt |
| Exclusion | $359,806 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $996,734 | TotalRevenueColumnAmt |
| Exclusion | $996,734 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $288,122 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $291,781 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$3,659 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$3,659 | TotalRevenueColumnAmt |
| Exclusion | -$3,659 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Other Revenue | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $1,200 | TotalRevenueColumnAmt |
| Exclusion | $1,200 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $1,200 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $18,256,878 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $13,192,595 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $7,500 | UnrelatedBusinessRevenueAmt |
| Exclusion | $4,696,706 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $201,096 | TotalAmt |
| Program Services | $201,096 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,980 | TotalAmt |
| Program Services | $14,980 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,000 | TotalAmt |
| Program Services | $16,000 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,110,738 | TotalAmt |
| Program Services | $856,997 | ProgramServicesAmt |
| Management And General | $1,102,509 | ManagementAndGeneralAmt |
| Fundraising | $151,232 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,610,686 | TotalAmt |
| Program Services | $2,823,538 | ProgramServicesAmt |
| Management And General | $601,719 | ManagementAndGeneralAmt |
| Fundraising | $185,429 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $311,683 | TotalAmt |
| Program Services | $291,738 | ProgramServicesAmt |
| Management And General | $595 | ManagementAndGeneralAmt |
| Fundraising | $19,350 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $418,021 | TotalAmt |
| Program Services | $289,523 | ProgramServicesAmt |
| Management And General | $99,803 | ManagementAndGeneralAmt |
| Fundraising | $28,695 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $386,775 | TotalAmt |
| Program Services | $255,346 | ProgramServicesAmt |
| Management And General | $108,334 | ManagementAndGeneralAmt |
| Fundraising | $23,095 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $932,083 | TotalAmt |
| Program Services | $872,139 | ProgramServicesAmt |
| Management And General | $2,189 | ManagementAndGeneralAmt |
| Fundraising | $57,755 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $56,027 | TotalAmt |
| Program Services | $14,964 | ProgramServicesAmt |
| Management And General | $31,282 | ManagementAndGeneralAmt |
| Fundraising | $9,781 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $401,573 | TotalAmt |
| Management And General | $401,573 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $27,557 | TotalAmt |
| Management And General | $27,557 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,964,303 | TotalAmt |
| Program Services | $1,678,900 | ProgramServicesAmt |
| Management And General | $277,306 | ManagementAndGeneralAmt |
| Fundraising | $8,097 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $290,570 | TotalAmt |
| Program Services | $277,760 | ProgramServicesAmt |
| Management And General | $12,810 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $773,121 | TotalAmt |
| Program Services | $636,270 | ProgramServicesAmt |
| Management And General | $50,287 | ManagementAndGeneralAmt |
| Fundraising | $86,564 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $977,531 | TotalAmt |
| Program Services | $816,971 | ProgramServicesAmt |
| Management And General | $125,466 | ManagementAndGeneralAmt |
| Fundraising | $35,094 | FundraisingAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,824 | TotalAmt |
| Program Services | $14,824 | ProgramServicesAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $591,364 | TotalAmt |
| Program Services | $405,539 | ProgramServicesAmt |
| Management And General | $151,817 | ManagementAndGeneralAmt |
| Fundraising | $34,008 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $786,167 | TotalAmt |
| Program Services | $624,313 | ProgramServicesAmt |
| Management And General | $113,189 | ManagementAndGeneralAmt |
| Fundraising | $48,665 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,743,117 | TotalAmt |
| Program Services | $3,636,343 | ProgramServicesAmt |
| Management And General | $61,698 | ManagementAndGeneralAmt |
| Fundraising | $45,076 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $253 | TotalAmt |
| Management And General | $253 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $215,131 | TotalAmt |
| Program Services | $145,019 | ProgramServicesAmt |
| Management And General | $56,880 | ManagementAndGeneralAmt |
| Fundraising | $13,232 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| Dues & subscriptions | $131,153 | $34,470 | $96,683 | |
| Temporary labor | $114,944 | $107,580 | $7,364 | |
| Training & development | $35,914 | $20,883 | $10,873 | $4,158 |
| Miscellaneous | $31,736 | $10,755 | $10,667 | $10,314 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,157,347 | TotalAmt |
| Program Services | $14,045,948 | ProgramServicesAmt |
| Management And General | $3,350,854 | ManagementAndGeneralAmt |
| Fundraising | $760,545 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $300 | BOYAmt |
| EOY | $94,730 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,799,203 | BOYAmt |
| EOY | $3,207,858 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $29,782 | BOYAmt |
| EOY | $40,622 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $137,215 | BOYAmt |
| EOY | $237,311 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,152,664 | BOYAmt |
| EOY | $1,281,698 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $3,195,665 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $2,088,832 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $954,852 | BOYAmt |
| EOY | $1,106,833 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,776,804 | BOYAmt |
| EOY | $13,055,845 | 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 | $79,857 | BOYAmt |
| EOY | $69,486 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,930,707 | BOYAmt |
| EOY | $19,094,413 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,294,486 | BOYAmt |
| EOY | $1,561,704 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $100,000 | BOYAmt |
| EOY | $200,000 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,764,598 | BOYAmt |
| EOY | $2,194,577 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,947,888 | BOYAmt |
| EOY | $2,199,826 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,106,972 | BOYAmt |
| EOY | $6,156,107 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,960,112 | BOYAmt |
| EOY | $12,035,962 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $372,533 | BOYAmt |
| EOY | $407,111 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $491,090 | BOYAmt |
| EOY | $495,233 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,823,735 | BOYAmt |
| EOY | $12,938,306 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,930,707 | BOYAmt |
| EOY | $19,094,413 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $99,531 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $15,040 | 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 | $631,253 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $397,283 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $366,243 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $236,940 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $360,077 | CurrentTaxYearAmt |
| Total | $1,991,796 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $15,194,619 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $16,208,678 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $16,078,063 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $15,942,264 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $16,535,220 | CurrentTaxYearAmt |
| Total | $79,958,844 | TotalAmt |
Gross Receipts Non Unrlt Bus GrossReceiptsNonUnrltBusGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $6,775 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $9,300 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $10,105 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $9,275 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,200 | CurrentTaxYearAmt |
| Total | $36,655 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $15,832,647 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $16,615,261 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $16,454,411 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $16,188,479 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $16,896,497 | CurrentTaxYearAmt |
| Total | $81,987,295 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $45,250 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $6,000 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $12,100 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $21,248 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $19,974 | CurrentTaxYearAmt |
| Total | $104,572 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,126,966 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,369,829 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,320,249 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,645,712 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,827,675 | CurrentTaxYearAmt |
| Total | $12,290,431 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,172,216 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,375,829 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,332,349 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,666,960 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,847,649 | CurrentTaxYearAmt |
| Total | $12,395,003 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $69,592,292 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,584,171 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,605,805 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,407,407 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,452,702 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,356,540 | CurrentTaxYearAmt |
| Total | $7,406,625 | TotalAmt |
Post1975 UBTI Post1975UBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | $7,386 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $11,120 | CurrentTaxYearMinus1YearAmt |
| Total | $18,506 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,584,171 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,605,805 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,414,793 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,463,822 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,356,540 | CurrentTaxYearAmt |
| Total | $7,425,131 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $17,416,818 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $18,221,066 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $17,869,204 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $17,652,301 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $18,253,037 | CurrentTaxYearAmt |
| Total | $89,412,426 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.77830 | PublicSupportCY509Pct |
| Public Support PY509 | 0.77530 | PublicSupportPY509Pct |
| Investment Income CY | 0.08300 | InvestmentIncomeCYPct |
| Investment Income PY | 0.08520 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
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 | $3,668 | FilingOrganizationsTotalAmt |
Total Lobbying Expend TotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $3,668 | FilingOrganizationsTotalAmt |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $18,096,614 | FilingOrganizationsTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $18,100,282 | FilingOrganizationsTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $1,000,000 | FilingOrganizationsTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $250,000 | 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 | $987,206 | CurrentYearMinus3Amt |
| Current Year Minus2 | $984,999 | CurrentYearMinus2Amt |
| Current Year Minus1 | $985,796 | CurrentYearMinus1Amt |
| Current Year | $1,000,000 | CurrentYearAmt |
| Total | $3,958,001 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $5,937,002 | LobbyingCeilingAmt |
Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $1,295 | CurrentYearMinus3Amt |
| Current Year Minus2 | $8,257 | CurrentYearMinus2Amt |
| Current Year Minus1 | $6,979 | CurrentYearMinus1Amt |
| Current Year | $3,668 | CurrentYearAmt |
| Total | $20,199 | TotalAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $246,802 | CurrentYearMinus3Amt |
| Current Year Minus2 | $246,250 | CurrentYearMinus2Amt |
| Current Year Minus1 | $246,449 | CurrentYearMinus1Amt |
| Current Year | $250,000 | CurrentYearAmt |
| Total | $989,501 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $1,484,252 | GrassrootsCeilingAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| 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 Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| 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 Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| 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 |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $500,219 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $37,639 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $11,944 | GrantsOrScholarshipsAmt |
| End Year Balance | $525,914 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $337,611 | BeginningYearBalanceAmt |
| Contributions | $200,050 | ContributionsAmt |
| Investment Earnings Or Losses | -$26,772 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $10,670 | GrantsOrScholarshipsAmt |
| End Year Balance | $500,219 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.00000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.86200 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.13800 | 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 | $597,095 | DepreciationAmt |
| Book Value | $731,787 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $126,821 | OtherCostOrOtherBasisAmt |
| Depreciation | $81,358 | DepreciationAmt |
| Book Value | $45,463 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,739,962 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,410,379 | DepreciationAmt |
| Book Value | $329,583 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $1,106,833 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (4 entries)
| DescDesc | AmtAmt |
|---|---|
| Capital lease obligation | $38,344 |
| Deferred rent | $1,140,060 |
| Deferred compensation plan | $406,490 |
| Intercompany payable | $614,932 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $2,199,826 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $18,245,545 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $15,040 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $1,184 | OtherRevenueAmt |
| Revenue Not Reported | $16,224 | RevenueNotReportedAmt |
| Revenue Subtotal | $18,229,321 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $27,557 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $27,557 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $18,256,878 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $18,129,790 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $18,129,790 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $27,557 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $27,557 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $18,157,347 | 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 1,184. |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp (8 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|---|
| Europe (Including Iceland & Greenland) | 0 | 0 | Grants to recipients located in the region | Program educational grants | $10,500 |
| East Asia and the Pacific | 0 | 0 | Grants to recipients located in the region | Program educational grants | $2,000 |
| North America | 0 | 0 | Grants to recipients located in the region | Program educational grants | $3,500 |
| Europe (Including Iceland & Greenland) | 0 | 2 | Program Services | 2019 EHRA Conference | $9,511 |
| Europe (Including Iceland & Greenland) | 0 | 3 | Program Services | 2019 ESC Conference | $7,902 |
| East Asia and the Pacific | 0 | 2 | Program Services | APHRS | $8,684 |
| East Asia and the Pacific | 0 | 2 | Program Services | China Summit | $11,338 |
| North America | 0 | 1 | Program Services | ASAE Executive Leadership Forum | $27 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 10 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 10 | TotalEmployeeCnt |
| Subtotal Spent | $53,462 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $53,462 | TotalSpentAmt |
Foreign Individuals Grants ForeignIndividualsGrantsGrp (9 entries)
| Type Of AssistanceTypeOfAssistanceTxt | RegionRegionTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt | Manner Of Cash DisbursementMannerOfCashDisbursementTxt | Non Cash AssistanceNonCashAssistanceAmt | Description Of Non Cash AsstDescriptionOfNonCashAsstTxt | Valuation Method UsedValuationMethodUsedDesc |
|---|---|---|---|---|---|---|---|
| The Eric and Bonnie Prystowsky Fellows Clinical Research Fund | Europe (Including Iceland & Greenland) | 1 | $1,500 | Check | $0 | N/A | N/A |
| Eric N. Prystowsky Early Career Researcher Award | Europe (Including Iceland & Greenland) | 1 | $1,500 | Check | $0 | N/A | N/A |
| Eli S. Gang Most Innovative Abstract Award | Europe (Including Iceland & Greenland) | 1 | $2,500 | Wire | $0 | N/A | N/A |
| Outstanding Publication Awards for Young EP (clincal research) | Europe (Including Iceland & Greenland) | 1 | $2,500 | Wire | $0 | N/A | N/A |
| Outstanding Publication Awards for Young EP (basic research) | Europe (Including Iceland & Greenland) | 1 | $2,500 | Wire | $0 | N/A | N/A |
| Young Investigator award - Clinical Research Finalists | East Asia and the Pacific | 1 | $1,000 | Check | $0 | N/A | N/A |
| Highest Scoring Abstract in the Women in EP Category | East Asia and the Pacific | 1 | $1,000 | Check | $0 | N/A | N/A |
| Eric N. Prystowsky Lectureship Award | North America | 1 | $2,000 | Check | $0 | N/A | N/A |
| Ralph Lazzara Lectureship Award | North America | 1 | $1,500 | 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 (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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 follows: 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 FY2019, 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. |
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 |
|---|---|---|---|---|---|---|---|---|---|---|
| Baylor College | ||||||||||
| One Baylor Plaza | Houston | TX | 770303411 | 741613878 | 501(c)(3) | $50,000 | $0 | N/A | N/A | The Kenneth M. Rosen Fellowship in Cardiac Pacing and Electrophysiology |
| Johns Hopkins University | ||||||||||
| 12529 Collections Center Drive | Chicago | IL | 60693 | 520595110 | 501(c)(3) | $50,000 | $0 | N/A | N/A | The Clinical Research Award in Honor of Mark Josephson & Hein Wellens |
| New York University School of Medicine | ||||||||||
| 545 First Avenue | New York | NY | 10016 | 135562308 | 501(c)(3) | $50,000 | $0 | N/A | N/A | The Wilton W. Webster Fellowship in Pediatric Electrophysciology |
| University of CA San Francisco | ||||||||||
| 1855 Folsom Street Box 0815 | San Francisco | CA | 94143 | 946036493 | 501(c)(3) | $50,000 | $0 | N/A | N/A | Research Fellowship in honor of Wilton W. Webster |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 4 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (10 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Valuation Method UsedValuationMethodUsedDesc | Non Cash AssistanceNonCashAssistanceDesc |
|---|---|---|---|---|---|
| Fellow with Highest Scoring Abstract Award | 1 | $1,500 | $0 | N/A | N/A |
| Highest Scoring Abstract Award | 1 | $1,000 | $0 | N/A | N/A |
| Young Investigator Award - Clinical Research | 1 | $500 | $0 | N/A | N/A |
| Young Investigator Award - Basic Research | 3 | $2,000 | $0 | N/A | N/A |
| Founder's Lectureship Award | 1 | $2,500 | $0 | N/A | N/A |
| Douglas P. Zipes Lectureship Award | 1 | $1,000 | $0 | N/A | N/A |
| Joan and Douglas P. Zipes Publication of the Year Award | 1 | $1,000 | $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 Women in EP Category | 2 | $2,000 | $0 | N/A | N/A |
| Grading of Recommendations Assessment, Development and Evaluation (GRADE) comprehensive track workshop travel grant | 1 | $1,480 | $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 Scientific Sessions, awards are presented to awardees based on specific criteria for each award category as follows: 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. | 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 | 0 | 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 (10 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| James Youngblood | ||||||||||||||
| CEO through May 2019 | $835,665 | $0 | $118,223 | $0 | $2,472 | $0 | $138,073 | $0 | $17,109 | $0 | $1,111,542 | $0 | $353,724 | $0 |
| Alan Stiles | ||||||||||||||
| COO through February 2019 | $241,045 | $2,435 | $48,946 | $494 | $511 | $5 | $24,166 | $244 | $21,574 | $218 | $336,242 | $3,396 | $0 | $0 |
| Kenneth Demith | ||||||||||||||
| Chief Experience Officer | $227,184 | $0 | $34,265 | $0 | $276 | $0 | $21,578 | $0 | $12,759 | $0 | $296,062 | $0 | $0 | $0 |
| Christina Wurster | ||||||||||||||
| Chief Strategy Officer | $219,290 | $0 | $32,555 | $0 | $108 | $0 | $24,306 | $0 | $748 | $0 | $277,007 | $0 | $0 | $0 |
| Timothy Gregory | ||||||||||||||
| Chief Learning Officer | $193,072 | $0 | $29,970 | $0 | $276 | $0 | $22,736 | $0 | $24,931 | $0 | $270,985 | $0 | $0 | $0 |
| Laura Meisnere | ||||||||||||||
| Vice President, Health Policy | $177,736 | $0 | $18,787 | $0 | $180 | $0 | $20,893 | $0 | $25,571 | $0 | $243,167 | $0 | $0 | $0 |
| David Raimist | ||||||||||||||
| Sr Dir, Digital Tech & Data Analytic | $180,651 | $0 | $9,272 | $0 | $516 | $0 | $20,042 | $0 | $25,506 | $0 | $235,987 | $0 | $0 | $0 |
| Anne Marie Smith | ||||||||||||||
| VP, Quality Improvement Education | $179,045 | $0 | $18,113 | $0 | $516 | $0 | $20,473 | $0 | $13,109 | $0 | $231,256 | $0 | $0 | $0 |
| Germaine Schaefer | ||||||||||||||
| Senior Director, Meetings | $167,524 | $0 | $8,400 | $0 | $180 | $0 | $17,750 | $0 | $8,555 | $0 | $202,409 | $0 | $0 | $0 |
| Russell Werlinich | ||||||||||||||
| Sr Dir, Education Programs & Service | $147,021 | $0 | $7,295 | $0 | $268 | $0 | $16,003 | $0 | $908 | $0 | $171,495 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Line 4b | FormAndLineReferenceDesc |
| Explanation | Persons that participated in, or received payment from a nonqualified retirement plan: During the 2018 calendar year, the Society contributed $63,233 to James Youngblood's nonqualified Section 457(f) plan. The deferrals were not substantially vested at December 31, 2018. As such, the amounts are included as deferred compensation on the 2018 Form 990. James Youngblood received a 457(f) payout in the amount of $353,723.87 in February 2018 that was included in his 2018 W-2. This amount has been reported in Schedule J, Part II, Column (F). | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (10 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 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 VII, Section A: | James Youngblood received a combination of deferred compensation and employer contributions to his retirement plan. All other officers, key employees and highly compensated employees received only employer contributions to their retirement plans. |
| Form 990, Part IX, line 11g | Consulting Services: Program service expenses 256,439. Management and general expenses 226,265. Fundraising expenses 587. Total expenses 483,291. Contracted Services - Content Development: Program service expenses 453,158. Management and general expenses 0. Fundraising expenses 0. Total expenses 453,158. Contracted Services - Decorator: Program service expenses 578,126. Management and general expenses 0. Fundraising expenses 4,354. Total expenses 582,480. Contracted Services - Electrical: Program service expenses 69,081. Management and general expenses 0. Fundraising expenses 0. Total expenses 69,081. Contracted Services - Evaluation Processing: Program service expenses 0. Management and general expenses 1,233. Fundraising expenses 0. Total expenses 1,233. Contracted Services - Graphics Design: Program service expenses 4,412. Management and general expenses 0. Fundraising expenses 1,156. Total expenses 5,568. Contracted Services - Other Labor: Program service expenses 25,136. Management and general expenses 200. Fundraising expenses 0. Total expenses 25,336. Contracted Services - Payroll Processing: Program service expenses 0. Management and general expenses 11,541. Fundraising expenses 0. Total expenses 11,541. Contracted Services - Photographer: Program service expenses 9,835. Management and general expenses 375. Fundraising expenses 0. Total expenses 10,210. Contracted Services - Registration/Housing: Program service expenses 73,109. Management and general expenses 0. Fundraising expenses 0. Total expenses 73,109. Contracted Services - Security: Program service expenses 88,521. Management and general expenses 7,430. Fundraising expenses 0. Total expenses 95,951. Honoraria Fees: Program service expenses 118,750. Management and general expenses 10,000. Fundraising expenses 2,000. Total expenses 130,750. Placement Fees: Program service expenses 0. Management and general expenses 20,262. Fundraising expenses 0. Total expenses 20,262. Copyright, Patent & Trademark Fees: Program service expenses 2,333. Management and general expenses 0. Fundraising expenses 0. Total expenses 2,333. |
| 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. |
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 | $91,928 | Allocated costs |
| IBHRE | ||
| O | $359,754 | Allocated payroll |
| IBHRE | ||
| Q | $973,311 | 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. |