HEART FAILURE SOCIETY OF AMERICA INC: Form 990, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- HEART FAILURE SOCIETY OF AMERICA INC (EIN 06-1416238)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-09-18
- IRS object ID
- 202532619349301953
- Schema version
- 2024v5.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-09-18T12:54:04-07:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 521185156 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Lydon Fetterolf Corydon PA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9401 Key West Avenue | AddressLine1Txt |
| City | Rockville | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 20850 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 061416238 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Heart Failure Society of America Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HEAR | BusinessNameControlTxt |
| Phone | 3013128635 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 N Washington St 10009 | AddressLine1Txt |
| City | ROCKVILLE | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 20849 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | John Barnes | PersonNm |
| Person Title | CEO | PersonTitleTxt |
| Signature | 2025-09-18 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeff Corydon IV CPA CFP | PreparerPersonNm |
| PTIN | P00297218 | PTIN |
| Phone | 3019484400 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | John Barnes | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 N Washington St 10009 | AddressLine1Txt |
| City | ROCKVILLE | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 20849 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $4,153,877 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | HFSA.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1995 | FormationYr |
| Legal Domicile State | CT | LegalDomicileStateCd |
| Activity Or Mission | Provide a platform to improve and expand heart failure care through collaboration, education, innovation, research and advocacy. | ActivityOrMissionDesc |
| Voting Members Governing Body | 11 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 11 | VotingMembersIndependentCnt |
| Total Employee | 21 | TotalEmployeeCnt |
| Total Volunteers | 148 | TotalVolunteersCnt |
| Total Gross UBI | $58,750 | TotalGrossUBIAmt |
| PY Contributions Grants | $541,088 | PYContributionsGrantsAmt |
| CY Contributions Grants | $1,341,101 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $6,292,102 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $2,176,661 | CYProgramServiceRevenueAmt |
| PY Investment Income | $261,789 | PYInvestmentIncomeAmt |
| CY Investment Income | $302,075 | CYInvestmentIncomeAmt |
| PY Other Revenue | $192,927 | PYOtherRevenueAmt |
| CY Other Revenue | $334,040 | CYOtherRevenueAmt |
| PY Total Revenue | $7,287,906 | PYTotalRevenueAmt |
| CY Total Revenue | $4,153,877 | CYTotalRevenueAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $2,947,022 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $3,206,208 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $276,958 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $3,583,763 | PYOtherExpensesAmt |
| CY Other Expenses | $3,519,251 | CYOtherExpensesAmt |
| PY Total Expenses | $6,530,785 | PYTotalExpensesAmt |
| CY Total Expenses | $6,725,459 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $757,121 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$2,571,582 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $9,488,919 | TotalAssetsBOYAmt |
| Total Assets EOY | $10,733,696 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $1,142,063 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $4,665,158 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $8,346,856 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $6,068,538 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | Provide a platform to improve and expand heart failure care through collaboration, education, innovation, research and advocacy. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $2,229,751 | ExpenseAmt |
| Desc | Annual Scientific Meeting:Professionals gather annually to present and discuss cutting edge research, gain advanced education, and discuss new treatments. The 2024 Annual Scientific meeting was cancelled due to Hurricane Helene. Prior to cancellation, the meeting was planned to feature three plenary sessions, 49 sessions, five kick off sessions, four how-to sessions, one pre-meeting workshop, four Professionals in Training talks, six Research Hub talks, six roundtable sessions, four JCF sessions, 11 satellite programs, six forums, eight industry expert theaters, and over 500 abstracts and 2,371 attendees registered. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,046,869 | ExpenseAmt |
| Desc | Education and Programs: Programs aimed at education for the entire heart failure team, including cardiologists, nurses, pharmacists, physician assistants, etc., Initiatives include the Heart Failure Seminars, AHFTC Board Certification Review Course, CardioBites, and Heart Failure Certification (HF-Cert) Bootcamp.Seminars In 2024, the HFSA Heart Failure Seminar series highlighted a wide spectrum of heart failure topics, addressing educational gaps within the heart failure provider community and aligning with HFSAs 2024 scientific statements. Topics included iron deficiency, GDMT, advanced heart failure, myocarditis, cognitive impairment, and HFSA HF Stats. These seminars drew a multidisciplinary audience of physicians (MD/DO), nurse practitioners and registered nurses (APRN/NP/RN), pharmacists (PharmD/RPh), physician assistants (PA-C), and other healthcare professionals, with an average registration of approximately 160 participants per session. Overall, attendees consistently praised the expert speakers, engaging presentations, and the sessions practical applicability to patient care, noting that the content was valuable, relevant, and well organized. AHFTC Board Certification Review Course2024 marked the return of the in-person HFSA AHFTC Board Certification Review Course, held July 1214, 2024, in Chicago, Illinois. The course is designed to help physicians prepare for initial certification or recertification for the ABIM Advanced Heart Failure and Transplant Cardiology Board Certification and Maintenance of Certification exam. For those not preparing for the exam, the program offers a comprehensive and specialized learning experience, providing an in-depth update and review of heart failure. The in-person course had over 125 registered attendees, who described it as highly informative and excellent. Following the live event, the course remained available in the HFSA Learning Center as an OnDemand product, allowing those unable to attend in person to study at their own pace. Feedback continues to be overwhelmingly positive, with many participants noting that the course has been invaluable for their practice and ongoing professional development.CardioBitesHFSA continued and expanded the CardioBites program. CardioBites is a micro-learning program that is targeted to the busy heart failure care team to provide information on one topic in a three-minute video. Two series initially launched in 2023 were completed in 2024. The Amyloidosis nine-part series had five modules released in 2024 How is Amyloidosis diagnosed? Treatment and Management of Immunoglobulin Light Chain (AL) Amyloidosis; Treatment and Management of Transthyretin-mediated (ATTR) Amyloidosis; Multidisciplinary Amyloidosis; and Amyloidosis: Treatments on the Horizon. The HFpEF 4 module series completed its final module in 2024, posting its final module, What do current guidelines recommend for the treatment of HFpEF? Three new CardioBites series were also launched in 2024: SGLT2is, Inflammation, and Congestion. SGLT2is was a five-part module that also included a new product in the CardioBite line: Cardio Infographic, a graphic covering the scope of the series. The SGLT2is modules included: Understanding the burden of heart failure; Current guidelines on the use of Sodium-Glucose Cotransporter-2 Inhibitors (SGLT2is) in HF; The Impact of Hospital Readmissions on Health-Related Quality of Life in Heart Failure; Improving the Transition of Care in Heart Failure; Why guideline-directed medical therapy in heart failure matters. The Inflammation CardioBites series posted its first of four modules, What is the role of systemic inflammation in ASCVD and heart failure?. The Congestion CardioBites series posted its first of four modules, What is congestion in heart failure?HF-Cert Bootcamp HFSA added CE to its three 90-minute HF-Cert Bootcamp webinars. These three seminars offered a comprehensive study tool for the HF-Cert examination. Joint Accreditation RecertificationIn 2024, HFSA achieved a four-year recertification from Joint Accreditation for Interprofessional Continuing Education. This distinction recognizes HFSAs dedication to providing education for the entire heart failure care teamincluding physicians, nurses, pharmacists, and other healthcare professionals, through programs that meet the highest standards of quality and collaboration. Joint Accreditation ensures HFSA can continue delivering evidence-based, team-focused education that supports improved patient outcomes and advances the field of heart failure care. 2024 Accredited Educational ImpactIn 2024, HFSA delivered 33 accredited educational activities9 live courses, 22 enduring materials, and 2 manuscript reviewsengaging a total of 2,305 participants across the heart failure care team. These programs provided accessible, high-quality learning opportunities designed to enhance skills, foster collaboration, and ultimately improve patient outcomes. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,027,659 | ExpenseAmt |
| Revenue | $1,936,513 | RevenueAmt |
| Desc | Heart Failure Research Network (HFRN):In 2024, the Heart Failure Research Network (HFRN) expanded participation to over 150 institutions nationwide, engaging academic centers, health systems, and community practices in active heart failure clinical research. HFRN facilitated collaborations between HFSA member researchers and multiple public and private sector sponsors, resulting in increased enrollment in ongoing heart failure clinical trials and broader geographic representation of study participants.In 2024, HFSA published four scientific statements to advance evidence-based care in heart failure:Integration of Palliative Care into Heart Failure Care: Consensus-Based Recommendations from the Heart Failure Society of America (November 2024)Cardio-Oncology and Heart Failure: A Scientific Statement from the Heart Failure Society of America (October 2024) accompanied by two supplemental articles:Cardio-Oncology and Heart Failure: AL Amyloidosis for the Heart Failure ClinicianHeart Failure in Patients with Cancer A Patients PerspectiveHFSA Scientific Statement: Update on Device-Based Therapies in Heart Failure (September 2024)Cognitive Impairment in Heart Failure: A Heart Failure Society of America Scientific Statement (March 2024)These statements and supplemental publications provided actionable clinical guidance, supported healthcare provider education, and were cited in national policy discussions to promote high-quality, standardized care.The 2024 HF Stats Annual Report delivered updated national data on heart failure prevalence, incidence, outcomes, and healthcare utilization. This years edition incorporated new analyses on disparities in care and outcomes, equipping clinicians, researchers, and policymakers with comprehensive data to drive informed decision-making and improve patient outcomes. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp (3 entries)
| ExpenseExpenseAmt | RevenueRevenueAmt | DescDesc |
|---|---|---|
| $673,755 | $526,684 | The Journal of Cardiac Failure (JCF):The Journal of Cardiac Failure (JCF) Family of Journals is the preeminent source for high-quality, innovative science in the field of heart failure and its intersections with diverse disciplines and specialties within the cardiovascular community. As the official journals of the Heart Failure Society of America (HFSA), both JCF and JCF-Intersections are dedicated to advancing knowledge, promoting collaboration, and fostering inclusivity.In addition to publishing the highest quality of scientific papers, JCF also conducts a year-long peer reviewer mentorship program and,in partnership with the Association of Black Cardiologists, a writing fellowship program. It's JCF Engage weekly newsletter reaches almost 10,000 recipients globally, while its active social media presence often gains impressions in the hundreds of thousands.In 2024, HFSA and JCF added a new journal to the family-JCF-Intersections. This new journal further builds upon the reach of heart failure science that is occurring at the intersections of cardiovascular care. The new journal chose its first Editor-in-Chief at the end of 2024, with the journal starting to accept submissions and publishing its first accepted articles in 2025.The main JCF journal published 294 papers, which were 14% of market share based on over 1600 submissions. The journal increased its reach globally, most significantly in Asia and South America. In addition to the 12 monthly issues published, JCF published four HFSA Scientific Statements, along with the updated HF Stats document. The journal also launched its 3rd iteration of the JCF Peer Reviewer Mentorship Program and the inaugural ABC/JCF Writing Fellowship program. |
| Practice and Patient Programs:Heart Failure Patient & Caregiver Webinar SeriesHFSA Heart Failure Patient and Caregiver Day was converted into a webinar series, HFSA Patient & Caregiver Webinar Series, enabling a broader reach to more patients and caregivers across the country. In 2024, the series consisted of three webinars, each drawing between 150200 registrants.The goal of the Patient & Caregiver Webinar Series is to provide easy-to-understand, engaging education on all aspects of heart failure, empower patients and caregivers to actively engage in conversations about treatment and management with their healthcare providers, and encourage the use of available resources. The following webinars were held in 2024 as part of the HFSA Heart Failure Patient and Caregiver Series and collectively garnered a total of 451 registrations:Cardiac Amyloidosis: The Heart of the Matter HCM: A Change of Heart Lifestyle and Medication Management: Successfully Navigating the Holidays with Heart Failure The HFSA Heart Failure Patient & Caregiver Webinar Series educational sessions are archived on the HFSA website and YouTube, where patients, caregivers, and family members can access them on demand at no cost. This expanded, on-demand availability has significantly increased the programs reach, resulting in over 1,486 views to date. By making these resources free of charge, HFSA continues to empower and educate a broader audience beyond the live events.The Heart Failure Certification (HF-Cert) program advances HFSAs mission to improve care for patients living with heart failure by validating the clinical expertise of healthcare professionals who specialize in its assessment, treatment, and management. In 2024, the program enhanced the heart failure workforce by certifying 93 providers, out of 128 approved applicants, who demonstrated advanced competency through a rigorous examination process. HFSA expanded exam eligibility to include physicians completing a one-year, non-accredited heart failure fellowship with a minimum of 1,240 clinical hoursreinforcing the organizations commitment to inclusive recognition of diverse training pathways. To further increase access, HFSA introduced year-round testing and remote proctoring, allowing candidates to complete the exam securely from their home or office. Additionally, a team of subject matter experts developed a second version of the HF-Cert exam, ensuring ongoing relevance, rigor, and integrity of the certification. Through these enhancements, HFSA is directly supporting the professional development of heart failure providers nationwide and strengthening the quality of care delivered to patients.Optimal Medical Therapy in Heart failure Certificate Program (OMT-HF)The Optimal Medical Therapy in Heart Failure Certificate Program (OMT-HF) directly supports HFSAs mission to improve heart failure care by equipping non-specialist healthcare providers with the knowledge and tools needed to confidently prescribe and optimize guideline-directed medical therapy (GDMT). Developed to address critical gaps in the implementation of GDMT, the program delivers a structured, evidence-based curriculum that translates complex guidelines into practical clinical decision-making.In 2024, HFSA advanced workforce readiness and clinical excellence by certifying 332 healthcare professionals in optimal heart failure therapy, following the processing of 130 program enrollments. HFSA and the OMT Committee revised the program modules in April to reflect the most current heart failure guidelines, ensuring clinical relevance and accuracy. In collaboration with the Cleveland Clinic, new outcome-focused metrics were also developed to assess the programs real-world effectiveness. A forthcoming evaluation in early 2025 will use targeted survey tools to measure clinicians' confidence, competence, and barriers in prescribing GDMTkey indicators of the programs ability to influence practice and improve patient care.Through this program, HFSA is not only expanding access to specialized education but also driving measurable improvements in the quality and consistency of heart failure treatment delivered nationwide. | ||
| HFSA Heart Failure Awareness 365 Initiative:In 2024, the Heart Failure Research Network (HFRN) expanded participation to over 150 institutions nationwide, engaging academic centers, health systems, and community practices in active heart failure clinical research. HFRN facilitated collaborations between HFSA member researchers and multiple public and private sector sponsors, resulting in increased enrollment in ongoing heart failure clinical trials and broader geographic representation of study participants.In 2024, HFSA published four scientific statements to advance evidence-based care in heart failure:Integration of Palliative Care into Heart Failure Care: Consensus-Based Recommendations from the Heart Failure Society of America (November 2024)Cardio-Oncology and Heart Failure: A Scientific Statement from the Heart Failure Society of America (October 2024) accompanied by two supplemental articles:oCardio-Oncology and Heart Failure: AL Amyloidosis for the Heart Failure ClinicianoHeart Failure in Patients with Cancer A Patients PerspectiveHFSA Scientific Statement: Update on Device-Based Therapies in Heart Failure (September 2024)Cognitive Impairment in Heart Failure: A Heart Failure Society of America Scientific Statement (March 2024)These statements and supplemental publications provided actionable clinical guidance, supported healthcare provider education, and were cited in national policy discussions to promote high-quality, standardized care.The 2024 HF Stats Annual Report delivered updated national data on heart failure prevalence, incidence, outcomes, and healthcare utilization. This years edition incorporated new analyses on disparities in care and outcomes, equipping clinicians, researchers, and policymakers with comprehensive data to drive informed decision-making and improve patient outcomes. |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $673,755 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Revenue | $526,684 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $4,978,034 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | false | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
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| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
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| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | false | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 56 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 21 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Form8282 Filed | 0 | Form8282FiledCnt |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Form8899 Filedind | false | Form8899Filedind |
| Form1098 C Filed | false | Form1098CFiledInd |
| DAF Excess Business Holdings | false | DAFExcessBusinessHoldingsInd |
| Taxable Distributions | false | TaxableDistributionsInd |
| Distribution To Donor | false | DistributionToDonorInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 11 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 11 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (true) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (true) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOORI JEON | PersonNm |
| Phone | 3013128635 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 N Washington St 10009 | AddressLine1Txt |
| City | ROCKVILLE | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 20849 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (19 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd |
|---|---|---|---|---|---|---|---|
| John Barnes | |||||||
| CEO | 40.00 | 0.00 | Yes (X) | $463,062 | $0 | $42,829 | |
| Joori Jeon | |||||||
| COO | 40.00 | 0.00 | Yes (X) | $291,003 | $0 | $33,835 | |
| Kristine Fridgen | |||||||
| VP-Meetings and Education | 40.00 | 0.00 | $194,070 | $0 | $23,254 | ||
| Deborah Zeldow | |||||||
| Dir.-Scie/Research | 40.00 | 0.00 | $157,681 | $0 | $9,967 | ||
| Kelly Ventura | |||||||
| Dir. of Membership | 40.00 | 0.00 | $150,875 | $0 | $9,538 | ||
| Michelle Poinelli | |||||||
| Director of Dev't | 40.00 | 0.00 | $128,092 | $0 | $30,042 | ||
| Dawn Brennaman | |||||||
| Dir.-Patient Prog | 40.00 | 0.00 | $146,034 | $0 | $9,232 | ||
| Laura Posnock | |||||||
| Director of Mkting | 40.00 | 0.00 | $126,082 | $0 | $17,613 | ||
| Michael Givertz | |||||||
| Treasurer | 1.20 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| Anekwe Onwuanyi | |||||||
| Director | 1.20 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| Martha Abshire Saylor | |||||||
| Director | 1.20 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| Mitch Psotka | |||||||
| Director | 1.20 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| Colleen McLlvennan | |||||||
| Secretary | 1.20 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| Ken Margulies | |||||||
| President Elect | 1.20 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| Natalie Pierson | |||||||
| Director | 1.20 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| Nancy Sweitzer | |||||||
| Director | 1.20 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| Orly Vardeny | |||||||
| Director | 1.20 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| James Fang | |||||||
| Past President | 1.20 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| Michael Felker | |||||||
| President | 1.20 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,656,899 | TotalReportableCompFromOrgAmt |
| Total Other Compensation | $176,310 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 11 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| Freeman | |||||
| PO Box 734596 | Dallas | TX | 75373 | ASM Exhibits/Auto Visual | $346,002 |
| Loews Chicago OHare Hotel | |||||
| 5300 North River Road | Rosemont | IL | 60018 | Conference Services | $171,786 |
| Levy Restaurants | |||||
| 980 North Michigan Ave | Atlanta | GA | 30313 | Catering | $151,916 |
| RSM US LLP | |||||
| 5155 Paysphere Circle | Chicago | IL | 60674 | Accounting | $124,667 |
| Margaret A Clark Writer LLC | |||||
| 7133 Highcrest Ridge Drive | Chesterfield | VA | 23838 | Publishing | $123,234 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 7 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $1,341,101 | AllOtherContributionsAmt |
| Total Contributions | $1,341,101 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| Member Dues | 541900 | $1,649,977 | $1,649,977 | |
| Publications | 541900 | $526,684 | $467,934 | $58,750 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $2,176,661 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $302,075 | TotalRevenueColumnAmt |
| Exclusion | $302,075 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $47,504 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $47,504 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $47,504 | TotalRevenueColumnAmt |
| Exclusion | $47,504 | ExclusionAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Other Income | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $286,536 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $286,536 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $286,536 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,153,877 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $2,404,447 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $58,750 | UnrelatedBusinessRevenueAmt |
| Exclusion | $349,579 | 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 | $0 | TotalAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,080,349 | TotalAmt |
| Program Services | $764,313 | ProgramServicesAmt |
| Management And General | $175,131 | ManagementAndGeneralAmt |
| Fundraising | $140,905 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,737,598 | TotalAmt |
| Program Services | $1,137,563 | ProgramServicesAmt |
| Management And General | $517,391 | ManagementAndGeneralAmt |
| Fundraising | $82,644 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $73,595 | TotalAmt |
| Program Services | $49,093 | ProgramServicesAmt |
| Management And General | $21,896 | ManagementAndGeneralAmt |
| Fundraising | $2,606 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $138,865 | TotalAmt |
| Program Services | $92,960 | ProgramServicesAmt |
| Management And General | $37,717 | ManagementAndGeneralAmt |
| Fundraising | $8,188 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $175,801 | TotalAmt |
| Program Services | $119,160 | ProgramServicesAmt |
| Management And General | $42,980 | ManagementAndGeneralAmt |
| Fundraising | $13,661 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,786 | TotalAmt |
| Program Services | $3,063 | ProgramServicesAmt |
| Management And General | $1,723 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $148,298 | TotalAmt |
| Management And General | $148,298 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $26,733 | TotalAmt |
| Management And General | $26,733 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $682,998 | TotalAmt |
| Program Services | $504,101 | ProgramServicesAmt |
| Management And General | $178,897 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $57,259 | TotalAmt |
| Program Services | $38,758 | ProgramServicesAmt |
| Management And General | $18,501 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,437 | TotalAmt |
| Program Services | $1,050 | ProgramServicesAmt |
| Management And General | $12,387 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $85,505 | TotalAmt |
| Program Services | $6,198 | ProgramServicesAmt |
| Management And General | $79,307 | ManagementAndGeneralAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $59,173 | TotalAmt |
| Management And General | $59,173 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $535,913 | TotalAmt |
| Program Services | $481,527 | ProgramServicesAmt |
| Management And General | $37,049 | ManagementAndGeneralAmt |
| Fundraising | $17,337 | FundraisingAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,368,546 | TotalAmt |
| Program Services | $1,341,224 | ProgramServicesAmt |
| Management And General | $18,807 | ManagementAndGeneralAmt |
| Fundraising | $8,515 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,003 | TotalAmt |
| Management And General | $19,003 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $31,245 | TotalAmt |
| Program Services | $16,528 | ProgramServicesAmt |
| Management And General | $14,717 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| Journal and Publications | $242,235 | $242,235 | ||
| Bank fees | $89,097 | $61,718 | $27,379 | |
| Miscellaneous | $62,349 | $57,923 | $2,521 | $1,905 |
| Dues and Subscriptions | $34,691 | $11,861 | $22,830 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $57,983 | TotalAmt |
| Program Services | $48,759 | ProgramServicesAmt |
| Management And General | $8,027 | ManagementAndGeneralAmt |
| Fundraising | $1,197 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,725,459 | TotalAmt |
| Program Services | $4,978,034 | ProgramServicesAmt |
| Management And General | $1,470,467 | ManagementAndGeneralAmt |
| Fundraising | $276,958 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,082,596 | BOYAmt |
| EOY | $1,358,365 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $356,420 | BOYAmt |
| EOY | $766,359 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $137,875 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $308,942 | BOYAmt |
| EOY | $533,836 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $149,105 | BOYAmt |
| EOY | $142,686 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $202,621 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $171,380 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $50,244 | BOYAmt |
| EOY | $31,241 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,454,676 | BOYAmt |
| EOY | $7,730,931 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $86,936 | BOYAmt |
| EOY | $32,403 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,488,919 | BOYAmt |
| EOY | $10,733,696 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $424,204 | BOYAmt |
| EOY | $952,912 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $621,438 | BOYAmt |
| EOY | $1,121,371 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $96,421 | BOYAmt |
| EOY | $2,590,875 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,142,063 | BOYAmt |
| EOY | $4,665,158 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,339,856 | BOYAmt |
| EOY | $5,818,154 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,000 | BOYAmt |
| EOY | $250,384 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,346,856 | BOYAmt |
| EOY | $6,068,538 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,488,919 | BOYAmt |
| EOY | $10,733,696 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$2,571,582 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $293,264 | NetUnrlzdGainsLossesInvstAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | 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 | $1,595,709 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,622,958 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,249,179 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,275,892 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,991,078 | CurrentTaxYearAmt |
| Total | $10,734,816 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,256,302 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,849,322 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,970,143 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,534,698 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $467,934 | CurrentTaxYearAmt |
| Total | $16,078,399 | TotalAmt |
Gross Receipts Non Unrlt Bus GrossReceiptsNonUnrltBusGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft509 TaxRevLeviedOrgnztnlBnft509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl509 GovtFurnSrvcFcltsVl509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,852,011 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,472,280 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $7,219,322 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $6,810,590 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,459,012 | CurrentTaxYearAmt |
| Total | $26,813,215 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $572,834 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $88,934 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $51,265 | CurrentTaxYearMinus2YearsAmt |
| Total | $713,033 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $572,834 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $88,934 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $51,265 | CurrentTaxYearMinus2YearsAmt |
| Total | $713,033 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $26,100,182 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $101,119 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $134,318 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $154,157 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $257,589 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $267,086 | CurrentTaxYearAmt |
| Total | $914,269 | TotalAmt |
Post1975 UBTI Post1975UBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | $22,600 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $58,750 | CurrentTaxYearAmt |
| Total | $81,350 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $101,119 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $134,318 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $154,157 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $280,189 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $325,836 | CurrentTaxYearAmt |
| Total | $995,619 | TotalAmt |
Net Income From Other UBI NetIncomeFromOtherUBIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | $148,267 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $286,536 | CurrentTaxYearAmt |
| Total | $434,803 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,953,130 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,606,598 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $7,373,479 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $7,239,046 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,071,384 | CurrentTaxYearAmt |
| Total | $28,243,637 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.92410 | PublicSupportCY509Pct |
| Public Support PY509 | 0.91990 | PublicSupportPY509Pct |
| Investment Income CY | 0.03530 | InvestmentIncomeCYPct |
| Investment Income PY | 0.02820 | 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 D IRS990ScheduleD
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $31,666 | OtherCostOrOtherBasisAmt |
| Depreciation | $16,407 | DepreciationAmt |
| Book Value | $15,259 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $170,955 | OtherCostOrOtherBasisAmt |
| Depreciation | $154,973 | DepreciationAmt |
| Book Value | $15,982 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $31,241 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| Annual Meeting Refunds Payable | $2,557,825 |
| Lease Liability | $33,050 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $2,590,875 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $4,420,408 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $293,264 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $293,264 | RevenueNotReportedAmt |
| Revenue Subtotal | $4,127,144 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $26,733 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $26,733 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $4,153,877 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $6,698,726 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Subtotal | $6,698,726 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $26,733 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $26,733 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $6,725,459 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part X : FIN48 Footnote | FormAndLineReferenceDesc |
| Explanation | The Society follows the accounting standard on accounting for uncertainty in income taxes, which addresses the determination of whether tax benefits claimed or expected to be claimed on a tax return should be recorded in the financial statements. Under this guidance, the Society may recognize the tax benefit from an uncertain tax position only if it is more likely than not that the tax position will be sustained on examination by taxing authorities, based on the technical merits of the position. The tax benefits recognized in the financial statements from such a position are measured based on the largest benefit that has a greater than 50% likelihood of being realized upon ultimate settlement. The guidance on accounting for uncertainty in income taxes also addresses de-recognition, classification, interest and penalties on income taxes, and accounting in interim periods.Management evaluated the Society tax positions and concluded that the Society had taken no uncertain tax positions that require adjustment to the financial statements to comply with the provisions of this guidance. Currently, the tax years open and subject to examination by the Internal Revenue Service are 2021, 2022, and 2023 tax years. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (true) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (7 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt |
|---|---|---|---|---|---|
| Dawn Brennaman | |||||
| Dir.-Patient Prog | $145,834 | $200 | $8,755 | $477 | $155,266 |
| Deborah Zeldow | |||||
| Dir.-Scie/Research | $157,481 | $200 | $9,461 | $506 | $167,648 |
| John Barnes | |||||
| CEO | $428,973 | $34,089 | $20,700 | $22,129 | $505,891 |
| Joori Jeon | |||||
| COO | $290,803 | $200 | $17,659 | $16,176 | $324,838 |
| Kelly Ventura | |||||
| Dir. of Membership | $150,675 | $200 | $9,052 | $486 | $160,413 |
| Kristine Fridgen | |||||
| VP-Meetings and Education | $193,870 | $200 | $13,103 | $10,151 | $217,324 |
| Michelle Poinelli | |||||
| Director of Dev't | $127,892 | $200 | $8,281 | $21,761 | $158,134 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Line 7: Non-Fixed payments not listed above | FormAndLineReferenceDesc |
| Explanation | The salaried officers of the Organization can earn an annual performance bonus based on predetermined metrics established by the board of directors. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Section A, Line 6 | members consist of professionals connected with the field of cardiovascular disease or failure. |
| Form 990, Part VI, Section B, Line 11b | the CEO and coo reviews the 990 and distributes copies to the audit committee for approval prior to filing. |
| Form 990, Part VI, Section B, Line 12c | all council members disclose potential conflicts on an annual basis. this information is reviewed and monitored by the cme director. |
| Form 990, Part VI, Section B, Line 15a | the process for determining the compensation of the ceo involves review and approval by the executive committee, comparability data (guidestar compensation and benefits study), and contemporaneous substantiation of the approval via amendment of the employment agreement. the performance bonus is determined based on evaluations from the leaders of the society that interact with the ceo. |
| Form 990, Part VI, Section B, Line 15b | Other officer salaries are established by the ceo and president, and are commensurate with market value and experience. |
| Form 990, Part VI, Section C, Line 19 | copies of the Form 990, and other documents are made available upon request. Audited financials and the form 990 are also available on the HFSA website. |