2025-11-17T16:15:29-06:00 2024-12-31 390974031 WEGNER CPAS LLP 2921 LANDMARK PL STE 300 MADISON WI 537134236 990 2024-01-01 391796672 HEMOSTASIS AND THROMBOSIS RESEARCH SOCIETY INC HEMO 4143755557 8733 WATERTOWN PLANK ROAD MILWAUKEE WI 53226 LORILYN JACOBSEN-TEWS EXECUTIVE DIRECTOR 4143755557 2025-11-17 1 1 TIM SEIDEL CPA P01284559 6082744020 2025-11-17 2024 2025-03-06 01:10:19Z LORILYN JACOBSEN-TEWS 8733 WATERTOWN PLANK ROAD MILWAUKEE WI 53226 1707868 0 X WWW.HTRS.ORG X 1994 WI TO BE THE LEADING NONPROFIT PROFESSIONAL SOCIETY IN NORTH AMERICA DEDICATED TO RESEARCH, MENTORING, WORKFORCE DEVELOPMENT, AND CONTINUING MEDICAL EDUCATION FOR PHYSICIANS, INVESTIGATORS, AND ALLIED HEALTH PROFESSIONALS INTERESTED IN ADVANCING CARE FOR PEOPLE WITH HEMOSTATIC AND THROMBOTIC DISORDERS. 15 15 0 89 0 0 2010156 1128036 571170 451344 85940 122095 1351 1356 2668617 1702831 979549 736821 0 0 272888 280395 0 0 0 1297238 808138 2549675 1825354 118942 -122523 4113604 4365753 201865 577009 3911739 3788744 X THE HEMOSTASIS AND THROMBOSIS RESEARCH SOCIETY, INC. (HTRS) IS THE LEADING NORTH AMERICAN PROFESSIONAL SOCIETY DEDICATED TO RESEARCH, MENTORING, WORKFORCE DEVELOPMENT, AND CONTINUING MEDICAL EDUCATION FOR PHYSICIANS, INVESTIGATORS, AND ALL HEALTH CARE PROFESSIONALS INTERESTED IN ADVANCING CARE FOR PEOPLE WITH HEMOSTATIC AND THROMBOTIC DISORDERS. 0 0 792790 736821 340565 GRANT AWARDS: HTRS OFFERS SIX (6) COMPETITIVE AWARD PROGRAMS ANNUALLY TO SUPPORT RESEARCH AND WORKFORCE DEVELOPMENT IN THE FIELD OF HEMOSTASIS AND THROMBOSIS. HTRS AWARD PROGRAMS ARE DESIGNED TO SUPPORT MEMBERS AT CRITICAL STAGES THROUGHOUT THEIR CAREERS. THE HTRS STUDENT RESEARCH AWARD IS AN 8-WEEK INTRODUCTION TO BASIC OR TRANSLATIONAL RESEARCH FOR UNDERGRADUATE, MEDICAL, OR DOCTORAL STUDENTS WORKING WITH A MENTOR. THE HTRS MENTORED RESEARCH AWARD (MRA) ENABLES EARLY-CAREER PHYSICIAN SCIENTISTS AND DISCOVERY-BASED RESEARCHERS TO FORMALLY LAUNCH THEIR ACADEMIC RESEARCH CAREERS AND BE PREPARED TO APPLY FOR A K-AWARD OR EQUIVALENT FROM THE U.S. NATIONAL INSTITUTES FOR HEALTH (NIH). THE HTRS MID-CAREER RESEARCH AWARD IS FOR SEASONED INVESTIGATORS WHO NEED ADDITIONAL SUPPORT TO TRANSITION FROM MENTORED RESEARCH TO FULLY INDEPENDENT, INVESTIGATOR-INITIATED RESEARCH. THE HTRS CLINICAL SCHOLAR AWARD PROVIDES FUNDING FOR A FOURTH AND FINAL YEAR OF INTENSIVE CLINICAL TRAINING IN HEMOPHILIA AND OTHER RARE BLEEDING DISORDERS. THE HTRS SEED GRANT INITIATIVE PROVIDES SMALL, START-UP GRANTS FOR PHD INVESTIGATORS WHO NEED ADDITIONAL FUNDS TO GET THEIR PROJECTS READY TO COMPETE FOR LARGER NATIONAL GRANT AWARDS. THE HTRS/ATHN DREAM AWARD SUPPORTS INVESTIGATORS CONDUCTING RESEARCH USING DATA HELD IN ATHN'S NATIONAL DATABASE. 601956 0 110779 EDUCATION: THE HTRS SYMPOSIUM PLANNING COMMITTEE WORKED THROUGHOUT 2024 TO PLAN AND EXECUTE THE HTRS 2025 SCIENTIFIC SYMPOSIUM TO BE HELD MARCH 13-15, 2025, IN SAN DIEGO, CA. SIMILARLY, THE HTRS RESEARCH COLLOQUIUM PLANNING COMMITTEE WORKED THROUGHOUT 2024 TO PLAN THIS 1.5-DAY WORKSHOP TO BE HELD AS A PRE-CONFERENCE PRIOR TO THE 2025 SYMPOSIUM. HTRS ALSO OFFERED THE FOLLOWING IN-PERSON EDUCATIONAL PROGRAMS IN 2024: TWO (2) 1.5-DAY HTRS TRAINEE WORKSHOPS FOR MEDICAL RESIDENTS AND FELLOWS CONSIDERING CAREERS IN HEMOSTASIS AND THROMBOSIS; TWO (2) IN-PERSON ROUNDTABLE EVENTS HELD DURING THE 2024 THSNA SUMMIT FOCUSED ON GRANT WRITING AND CAREER DEVELOPMENT FOR MEMBERS OF THE HTRS CLINICAL FELLOWS NETWORK AND HTRS JUNIOR FACULTY NETWORK, CONECCTOR; AND FOUR (4) FELLOWS NETWORK CASE EXCHANGE SERIES WEBINARS.NETWORKING AND MENTORING: HTRS OFFERED SEVERAL EVENTS IN 2024 IN ASSOCIATION WITH NATIONAL MEETINGS TO PROVIDE OPPORTUNITIES FOR MEMBER NETWORKING AND MENTORING, INCLUDING TWO (2) "HTRS BEST OF" EVENTS EXPLORING ABSTRACTS SUBMITTED TO THE LARGER MEETINGS BY HTRS MEMBERS; TWO (2) HTRS MEMBER MIXERS; SEVERAL "SPEED NETWORKING" EVENTS TO CONNECT TRAINEES WITH JUNIOR FACULTY MENTORS, AND AN IN-PERSON, 1.5-DAY SEARCH WORKSHOP FOR 30 UNDERGRADUATE, MEDICAL, AND DOCTORAL STUDENTS INTERESTED IN EXPLORING ACADEMIC RESEARCH CAREERS IN HEMOSTASIS HELD IN MILWAUKEE, WI IN OCTOBER 2024 1394746 1 1 0 0 0 0 0 0 1 1 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 X 19 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 15 15 0 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 0 0 WI X JULIA ARATA-FRATTA 6084421908 2921 LANDMARK PLACE STE 300 MADISON WI 53713 SHANNON MEEKS MD MBA IMMEDIATE PAST PRESIDENT 4.00 X X 0 0 0 JORDAN SHAVIT MD PHD PRESIDENT 12.00 X X 0 0 0 ALLISON WHEELER MD MSCI VICE PRESIDENT/PRESIDENT ELECT 8.00 X X 0 0 0 LYNN MALEC MD MSC TREASURER 8.00 X X 0 0 0 MING LIM MBBCH MS EDUCATION OFFICER 8.00 X 0 0 0 BRYCE KERLIN MD FAAP RESEARCH & AWARDS OFFICER 8.00 X 0 0 0 LAUREN AMOS MD MS DIRECTOR 2.00 X 1000 0 0 SHRUTI CHATURVEDI MBBS MSCI DIRECTOR 2.00 X 0 0 0 ADAM CUKER MD MS DIRECTOR 2.00 X 0 0 0 ROBERT FLAUMENHAFT MD PHD DIRECTOR 2.00 X 0 0 0 ANANDI KRISHNAN PHD DIRECTOR 2.00 X 0 0 0 RITEN KUMAR MD MSC DIRECTOR 2.00 X 0 0 0 JOSHUA MUIA PHD DIRECTOR 2.00 X 0 0 0 BENJAMIN SAMELSON JONES MD PHD DIRECTOR 2.00 X 1000 0 0 ALISA S WOLBERG PHD DIRECTOR 2.00 X 0 0 0 LORILYN JACOBSEN-TEWS EXECUTIVE DIRECTOR 40.00 X 123400 0 32415 125400 0 32415 1 0 1 0 WEGNER CPAS LLP 2921 LANDMARK PLACE STE 300 MADISON WI 53713 ACCOUNTING 106874 DANIELLE BARSUGLIA 3014 BALTZ STREET PHILADELPHIA PA 19121 EVENT MANAGER 105933 2 1128036 1128036 PROGRAM REVENUE 541900 340565 340565 DUES 900099 110779 110779 451344 117756 117756 9376 5037 4339 4339 4339 1356 1356 1356 1702831 451344 0 123451 X 704324 704324 32497 32497 155816 62326 93490 85456 60820 24636 6491 3313 3178 17281 8820 8461 15351 7835 7516 115174 115174 9301 9301 215578 96918 118660 1000 1000 18352 11283 7069 1282 1282 11364 10775 589 381550 381154 396 14758 7307 7451 JOURNAL SUBSCRIPTIONS 37012 6268 30744 2767 106 2661 1825354 1394746 430608 0 414054 266870 1495536 2070647 579744 403414 9019 9392 79432 117183 1535819 1436426 0 61821 4113604 4365753 123292 151392 78573 424374 0 1243 201865 577009 X 2563377 2312191 1348362 1476553 3911739 3788744 4113604 4365753 -122523 -472 0 X 0 1 X 1 0 X 1303461 1404188 1307516 2010156 1128306 7153627 1303461 1404188 1307516 2010156 1128306 7153627 5159480 1994147 11609 33262 39198 84173 117756 285998 7439625 1812324 0.26800 0.48950 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 X 198299 15800 9176 1625 203298 176667 23085 1453 198299 225229 -38553 10000 9 176667 201028 24201 225229 1028 200000 201028 1.00000 0.00000 0.00000 0 0 0 1694058 -472 1000 -9301 -8773 1702831 0 1702831 1817053 1000 1000 1816053 9301 9301 1825354 PART IV, LINE 2B: FOUNDATION FOR WOMEN AND GIRLS WITH BLOOD DISORDERS (FWGBD) HOLDS A COLLOQUIUM IN CONJUNCTION WITH HTRS'S SCIENTIFIC SYMPOSIUM. HTRS COLLECTS FWGBD'S COLLOQUIUM REGISTRATION FEES AND REMITS THEM TO FWGBD AFTER THE EVENT CONCLUDES. THIS ALLOWS REGISTRANTS TO REGISTER FOR BOTH EVENTS AT THE SAME TIME AND WITHIN THE SAME PLATFORM. PART V, LINE 4: HTRS' ENDOWMENT CONSISTS OF FUNDS DESIGNATED BY THE BOARD OF DIRECTORS TO FUNCTION AS A QUASI-ENDOWMENT. THE FUND HAS BEEN ESTABLISHED FOR THE FURTHERANCE OF HTRS' MISSION AND FINANCIAL STABILITY. PART XI, LINE 2D - OTHER ADJUSTMENTS: INVESTMENT MANAGEMENT FEES REPORTED ON FORM 990, PART IX, LINE 11F -9,301. 1 BETH ISRAEL DEACONESS MEDICAL CENTER INC 330 BROOKLINE AVENUE BOSTON MA 02215 042103881 501(C)(3) 148500 0 RESEARCH JOHNS HOPKINS UNIVERSITY 3910 KESWICK RD NO N43278 BALTIMORE MD 212112226 520595110 501(C)(3) 77724 0 RESEARCH THE REGENTS OF THE UNIVERSITY OF CALIFORNIA 1111 FRANKLIN STREET 7TH FLOOR OAKLAND CA 946075200 943067788 501(C)(3) 59800 0 RESEARCH THE STATE UNIVERSITY OF IOWA 101 JESSUP HALL IOWA CITY IA 52242 426004813 STATE OF IOWA 82500 0 RESEARCH UNIVERSITY OF MIAMI PO BOX 248106 CORAL GABLES FL 33124 590624458 501(C)(3) 59800 0 RESEARCH CLEVELAND CLINIC FOUNDATION 6801 BRECKSVILLE RD RK1-85 INDEPENDENCE OH 44131 340714585 501(C)(3) 82500 0 RESEARCH OREGON HEALTH AND SCIENCE UNIVERSITY 3181 SW SAM JACKSON PARK ROAD PORTLAND OR 97239 931176109 STATE OF OREGON 82500 0 RESEARCH RUTGERS THE STATE UNIVERSITY 100 STRUBLE RD SANDYSTON NJ 07826 226001086 501(C)(3) 108000 0 RESEARCH 8 0 STUDENT RESEARCH AWARDS 8 32497 PART I, LINE 2: PER EXECUTED GRANT AGREEMENTS, THE INVESTIGATOR AND RECIPIENT AGREE TO PROVIDE HEMOSTASIS AND THROMBOSIS RESEARCH SOCIETY, INC. (HTRS) WITH WRITTEN REPORTS IN FORM AND SUBSTANCE AND WITH DETAIL AND SUBSTANTIATION THAT IS ACCEPTABLE TO HTRS ON OR BEFORE SPECIFIED DEADLINES. AWARD PAYMENTS FROM HTRS TO THE RECIPIENT ARE CONTINGENT UPON 1) THE TIMELY RECEIPT OF REPORTS AND 2) THE FORMAL ACKNOWLEDGMENT BY HTRS THAT ALL THE OTHER REPORTING REQUIREMENTS HAVE BEEN MET. X X 0 0 0 0 0 0 0 0 0 LORILYN JACOBSEN-TEWS EXECUTIVE DIRECTOR 122367 0 0 0 1033 0 0 0 32415 0 155815 0 0 0 FORM 990, PAGE 5, PART V, LINE 2A HEMOSTATIS AND THROMBOSIS RESEARCH SOCIETY, INC. LEASES EMPLOYEES FROM A PROFESSIONAL EMPLOYMENT ORGANIZATION, VERSITI WISCONSIN, INC. THE EMPLOYEES ARE CONSIDERED COMMON LAW EMPLOYEES OF HEMOSTATIS AND THROMBOSIS RESEARCH SOCIETY, INC., HOWEVER, VERSITI WISCONSIN, INC. IS THE EMPLOYER OF RECORD AND EMPLOYEES GET THEIR W2S FROM VERSITI WISCONSIN, INC. FORM 990, PART VI, SECTION A, LINE 6 THERE IS ONE CLASS OF MEMBERSHIP. CLINICIANS AND PHYSICIAN-SCIENTISTS, BASIC AND TRANSLATIONAL SCIENTISTS, EPIDEMIOLOGISTS, COAGULATION LABORATORY PROFESSIONALS, AND ALLIED HEALTH CARE PROFESSIONALS INTERESTED IN THE PURPOSE OF THE CORPORATION CAN JOIN HTRS. FORM 990, PART VI, SECTION A, LINE 7A MEMBERS OF THE CORPORATION ELECT THE OFFICERS AND DIRECTORS. FORM 990, PART VI, SECTION B, LINE 11B A COPY OF FORM 990 IS PROVIDED TO THE BOARD OF DIRECTORS FOR REVIEW PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C DIRECTORS AND OFFICERS ARE REQUIRED TO SUBMIT AN ANNUAL DISCLOSURE STATEMENT. ALL DISCLOSED FINANCIAL INTERESTS WILL BE SUBJECT TO BOARD/COMMITTEE REVIEW. THE REVIEWING BOARD/COMMITTEE WILL EXAMINE ALL MATERIAL FACTS AND DISCUSS THE FINANCIAL INTEREST WITH THE INTERESTED PERSON (AS NECESSARY). IF PRESENT, THE INTERESTED PERSON SHALL BE EXCUSED FROM THE COMMITTEE MEETING AND THE REMAINING COMMITTEE MEMBERS SHALL DETERMINE WHETHER AN ACTUAL OR POTENTIAL CONFLICT OF INTERESTS EXISTS. FORM 990, PART VI, SECTION B, LINE 15A THE BOARD OF DIRECTORS ANNUALLY DETERMINES THE COMPENSATION OF THE EXECUTIVE DIRECTOR. A WAGE INCREASE IS SUGGESTED TO THE BOARD BASED ON FINANCIAL POSITION AND COMPENSATION OF SIMILARLY SIZED ORGANIZATIONS IN THE AREA. THIS WAGE INCREASE IS THEN COMMUNICATED TO THE ORGANIZATION'S PEO TO BE IMPLEMENTED. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AVAILABLE ON ITS WEBSITE AND ITS CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART IX, LINE 11G EVENT COORDINATOR: PROGRAM SERVICE EXPENSES 55,516. MANAGEMENT AND GENERAL EXPENSES 68,544. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 124,060. OTHER PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 41,402. MANAGEMENT AND GENERAL EXPENSES 50,116. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 91,518.