2024-03-22T16:43:08-05:00 2023-09-30 202153727 SB & COMPANY LLC 10200 GRAND CENTRAL AVE SUITE 250 OWINGS MILLS MD 21117 990 2022-10-01 042694458 HEART RHYTHM SOCIETY INC HEAR 2024643400 1325 G STREET NW SUITE 500 WASHINGTON DC 20005 PATRICIA BLAKE CHIEF EXECUTIVE OFFICER 2024643400 2024-03-20 1 PATRICIA BLAKE 999009999 0 MONIQUE BOOKER P00644231 4105840060 0 AAL1 IAL1 2022 2023-04-26 12:10:37Z PATRICIA BLAKE 1325 G STREET NW SUITE 500 WASHINGTON DC 20005 20302197 0 X WWW.HRSONLINE.ORG X 1980 MA TO IMPROVE THE CARE OF PATIENTS BY PROMOTING EDUCATION, RESEARCH AND OPTIMAL HEALTH CARE POLICIES AND STANDARDS. VISION: TO END DEATH AND SUFFERING DUE TO HEART RHYTHM DISORDERS. 19 19 59 379 27000 0 1382028 1743391 14661077 16029721 698647 440999 1121974 1091368 17863726 19305479 285189 275271 0 0 7710766 8845266 0 0 1256470 10829004 12396212 18824959 21516749 -961233 -2211270 14704509 14695578 4199266 5523898 10505243 9171680 X TO IMPROVE THE CARE OF PATIENTS BY PROMOTING EDUCATION, RESEARCH AND OPTIMAL HEALTH CARE POLICIES AND STANDARDS. VISION: TO END DEATH AND SUFFERING DUE TO HEART RHYTHM DISORDERS. 0 0 5823021 58761 10552965 MEETINGS:HRS2023 IS THE SOCIETY'S ANNUAL MEETING, CONVENING THE WORLD'S MOST NOTED EXPERTS IN CARDIAC RHYTHM MANAGEMENT. THE 3-DAY EDUCATIONAL HYBRID EVENT HAS AN ATTENDANCE OF APPROXIMATELY 6,000 FROM 68 COUNTRIES AND OFFERS OVER 250 EDUCATIONAL SESSIONS COVERING TOPICS SUCH AS PACING, DEFIBRILLATION, CLINICAL ARRHYTHMIA MANAGEMENT, ABLATION, PHARMACOLOGY, GENETICS, BASIC SCIENCE, AND HEALTH POLICY. PARTICIPANTS ALSO BENEFIT FROM EXPERIENCES WITH STATE-OF-THE-ART TECHNOLOGY IN AN EXHIBIT HALL FEATURING OVER 100 COMPANIES. THE ROBUST HYBRID MODEL WAS MAINTAINED TO ENHANCE THE EXPERIENCE, WITH 9% OF THE AUDIENCE CHOOSING AN EXCLUSIVE DIGITAL EXPERIENCE. HRX IS THE SOCIETY'S GROUNDBREAKING CARDIOVASCULAR INNOVATION EVENT THAT DRAWS AN INTERNATIONAL AUDIENCE OF HEALTH CARE PROFESSIONALS FOCUSED ON CARDIOVASCULAR HEALTH AND RHYTHM MANAGEMENT EMPHASIZING INNOVATIONS IN CARDIOLOGY. THIS SECOND TERM ANNUAL EVENT FEATURED 15+ CHAMPIONS DISPLAYING THEIR BREAKTHROUGH PRODUCTS TO OUR AUDIENCE OF PHYSICIANS AND ALLIED HEALTH PROFESSIONALS. THE UNIQUE ALL-IN-ONE ROOM LAYOUT ALLOWED THE ATTENDEES AND SPONSORS TO INTERACT THROUGHOUT THE 3-DAY NON-ACE EVENT. 4093938 3500 2436888 MARKETING, COMMUNICATIONS & MEMBERSHIP: THE SOCIETY REPRESENTS OVER 7,500 HEART RHYTHM PROFESSIONALS IN MORE THAN 90 COUNTRIES. IT FACILITATES PEER TO PEER EDUCATION, ELEVATES SCIENCE WITHIN THE FIELD OF ELECTROPHYSIOLOGY, AND RAISES AWARENESS OF HEART RHYTHM DISORDERS, INCLUDING SUDDEN CARDIAC ARREST, ATRIAL FIBRILLATION AND HEART FAILURE. HEART RHYTHM, HEART RHYTHM CASE REPORTS, CARDIOVASCULAR DIGITAL HEALTH JOURNAL AND HEART RHYTHM O2 ARE THE OFFICIAL PUBLICATIONS OF THE SOCIETY. HRSONLINE.ORG, HEARTRHYTHM.COM, CARDIQ.ORG, UPBEAT.ORG, HEARTRHYTHM365.ORG, AND EXPERIENCEHRX.ORG ARE THE OFFICIAL WEBSITES OF THE SOCIETY 5838225 213010 3069869 EDUCATION:THE HEART RHYTHM SOCIETY PROVIDES LEARNING EXPERIENCES FOR HEART RHYTHM PROFESSIONALS BASED ON CLINICAL PRACTICE DATA, RESULTING IN IMPROVED PROFESSIONAL COMPETENCE, CLINICAL PRACTICE, AND CARE OF PATIENTS WITH HEART RHYTHM DISORDERS. IN THIS EFFORT, THE SOCIETY USES INNOVATIVE TEACHING METHODS AND ADVANCED TECHNOLOGIES TO PROVIDE SUPERIOR YEAR-ROUND EDUCATION INCLUDING LIVE COURSES AND DISTANCE LEARNING. THE SOCIETY AWARDS RESEARCH FELLOWSHIP SCHOLARSHIPS TO INDIVIDUALS INTERESTED IN CLINICAL AND BASIC RESEARCH RELATED TO THE LATEST ADVANCES IN ELECTROPHYSIOLOGY. 510212 0 HEALTH POLICY: THE SOCIETY WORKS TO ENSURE PATIENTS ACCESS TO HIGH QUALITY HEART RHYTHM CARE. HRS DEPLOYS MULTI-FACETED ADVOCACY INITIATIVES FOR A PRODUCTIVE AND VIABLE WORK ENVIRONMENT FOR HEART RHYTHM PROFESSIONALS. THE SOCIETY PUBLISHES AND ENDORSES CLINICAL DOCUMENTS TO IMPROVE PATIENT CARE. 510212 0 16265396 1 1 0 1 0 0 0 0 0 1 1 0 0 0 1 1 0 1 0 0 1 0 1 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 1 164 0 1 59 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 19 19 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 0 0 AL AK AR CA CT FL GA HI IL KS KY MD MA MI MN MS NH NJ NM NY NC OK OR PA RI SC TN UT VA WV WI DC X ERIC BOOTH CFO 2024643400 1325 G STREET NW SUITE 500 WASHINGTON DC 20005 JODIE L HURWITZ MD FHRS PRESIDENT (5/23 TO 9/23) 11.00 4.00 X X 0 0 0 ANDREW D KRAHN MD FHRS IMMEDIATE PAST PRESIDENT (5/23 TO 9/23) 5.00 X X 0 0 0 KENNETH A ELLENBOGEN MD FHRS PRESIDENT-ELECT (5/23 TO 9/23) 3.00 X X 750 0 0 MINA K CHUNG MD FHRS 1ST VICE PRESIDENT (5/23 TO 9/23) 3.00 X X 0 0 0 SANA M AL-KHATIB MD MHSFHRS CCD 2ND VICE PRESIDENT (5/23 TO 9/23) 2.00 X X 4500 0 0 JOHN K TRIEDMAN MD FHRS CEPS-P SECRETARY-TREASURER (5/23 TO 9/23) 5.00 1.00 X X 0 0 0 DAVID S FRANKEL MD FHRS MEMBER 2.00 X 0 0 0 DHANUNJAYA R LAKKIREDDY MD MEMBER 2.00 X 0 0 0 NASSIR F MARROUCHE MD FHRS MEMBER 1.00 X 0 0 0 JAGMEET P SINGH MD PHD FHRS MEMBER 1.00 X 0 0 0 BRYNN E DECHERT-CROOKS APN MEMBER 1.00 X 0 0 0 JONATHAN P PICCINI SRMDMHSFH MEMBER 1.00 X 0 0 0 SUNNY S PO MD PHD FHRS MEMBER 1.00 X 0 0 0 ERICA S ZADO PAC FHRS MEMBER 1.00 X 0 0 0 LUIGI DI BIASE MD PHD FHRS MEMBER 1.00 X 0 0 0 SUSAN P ETHERIDGE MD FHRS MEMBER 1.00 X 0 0 0 DANIEL P MORIN MD MPH FHRS MEMBER 1.00 X 0 0 0 EMILY P ZEITLER MD MHS MEMBER 1.00 X 0 0 0 FRED M KUSUMOTO MD FHRS MEMBER 1.00 X 0 0 0 PATRICIA A BLAKE CHIEF EXECUTIVE OFFICER 40.00 X 619839 0 189690 ERIC BOOTH CHIEF FINANCIAL OFFICER 40.00 X 266757 0 47152 KENNETH J DEMITH CHIEF EXPERIENCE OFFICER 39.70 0.30 X 265167 2056 45677 SIMINTHA ESSON CHIEF STRATEGY OFFICER 40.00 X 260005 0 43458 TIMOTHY GREGORY CHIEF LEARNING OFFICER 40.00 0.00 X 268762 0 69568 GERMAINE A LUTMAN SCHAEFER ASSOCIATE VP MEETINGS OPERATIONS 40.00 X 200554 0 32435 PAMELA E MAGNANI ASSOCIATE VP,EDUCATION 40.00 X 207845 0 21166 KRISTOPHER J MURPHY ASSOCIATE VP MKTG & COMMUNICATIONS 39.90 0.10 X 182839 564 29268 DAVID S RAIMIST ASSOCIATE VP, MEMBER ENG & DATA 39.00 1.00 X 206675 2793 60798 ANNE MARIE SMITH VICE PRESIDENT, PRACTICE IMPROVEMENT 40.00 X 221258 0 18466 2704951 5413 557678 23 0 1 0 FREEMAN PO BOX 650519 DALLAS TX 75265 EVENT MANAGEMENT SERVICES 644826 A FASSANO & CO 990 ROUTE 168 SUITE A-2 TURNERSVILLE NJ 08012 MANAGEMENT SERVICES 566866 ELSEVIER INC 3251 RIVERPORT LANE MARYLAND HEIGHTS MO 63043 PUBLISHING SERVICES 423684 PENG-SHENG CHEN 8700 BEVERLY BOULEVARD DAVIS 1016 LOS ANGELES CA 90040 MANAGEMENT SERVICES 197313 TAOTI ENTERPRISES INC (TAOTI CREATIVE 507 8TH STREET SE WASHINGTON DC 20003 WEB DESIGN & DEVELOPMENT 194895 8 1743391 1743391 REGISTRATION FEES 900099 5206602 5206602 ANNUAL MEETINGS EXHIBI 900099 3720100 3720100 GRANTS AND SPONSORSHIP 900099 3679258 3679258 MEMBERSHIP DUES 900099 2432324 2432324 DIGITAL PRODUCT SALES 900099 654322 654322 337115 310115 27000 16029721 394179 394179 1080627 1080627 1043538 996718 46820 46820 46820 IBHRE LMS FEE 900099 10741 10741 10741 19305479 12282621 27000 5252467 X 242271 242271 24500 24500 8500 8500 2042994 1017212 818233 207549 5399677 3903297 977937 518443 504285 384797 55991 63497 427543 306016 76354 45173 470767 315340 108479 46948 1284481 1244087 3764 36630 49697 19218 5283 25196 93629 93629 26611 26611 2551269 2350608 163628 37033 183679 176124 983 6572 698550 594620 41976 61954 1482696 1263339 141082 78275 344991 217550 94658 32783 812492 629610 140246 42636 3414783 3358563 53498 2722 2660 2660 142594 89473 39686 13435 LOSS ON LEASE TERMINATI 1097778 1097778 SUBSCRIPTIONS 74966 50942 14038 9986 TRAINING AND DEVELOPMEN 53244 17317 28492 7435 TEMPORARY LABOR 19629 19629 62463 32383 9877 20203 21516749 16265396 3994883 1256470 0 0 2279265 1478863 84500 98000 100531 210687 998241 675703 2259101 1925103 548783 333998 10602877 11887405 30 30 90282 10892 14704509 14695578 1793527 2552568 1475468 1336033 0 1500000 930271 135297 4199266 5523898 X 8302769 6820699 2202474 2350981 10505243 9171680 14704509 14695578 -2211270 877707 0 X X 0 1 X 1 0 X 360077 1852297 2798586 1382028 1743391 8136379 16535220 2814875 10533633 14563577 16002158 60449463 1200 11547 10994 10524 10731 44996 16896497 4678719 13343213 15956129 17756280 68630838 19974 13553 16470 14448 24196 88641 2827675 1670307 2348797 2690936 9537715 2847649 13553 1686777 2363245 2715132 9626356 59004482 1356540 1359491 1294107 1531431 1474806 7016375 1356540 1359491 1294107 1531431 1474806 7016375 7892462 297532 8189994 18253037 13930672 14934852 17487560 19231086 83837207 0.70380 0.69880 0.08370 0.08520 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 969 47701 48670 21398200 21446870 1000000 250000 0 0 838218 937463 1000000 1000000 3775681 5663522 7159 51958 48670 107787 209555 234366 250000 250000 943921 1415882 1523 969 2492 592119 86206 28727 649598 723352 -116655 14578 592119 603161 138031 17840 723352 574514 37195 8548 603161 587817 12506 25809 574514 0.79250 0.20750 0 0 125149 106899 18250 2133952 1818204 315748 333998 DEFERRED RENT 135297 135297 X 20628589 877707 472014 1349721 19278868 26611 26611 19305479 21962152 472014 472014 21490138 26611 26611 21516749 PART V, LINE 4: DOUGLAS P ZIPES LECTURESHIP ENDOWMENT, THE ZIPES PUBLICATION AWARD ENDOWMENTS, THE ERIC AND BONNIE PRYSTOWSKY CLINICAL RESEARCH ENDOWMENT, AND THE ERIC N. PRYSTOWSKY LECTURE EDNOWMENT. 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 XII, LINE 4B - OTHER ADJUSTMENTS: INVESTMENT FEES 1 EUROPE (INCLUDING ICELAND & GREENLAND) GRANTS TO RECIPIENTS LOCATED IN THE REGION 7000 EAST ASIA AND THE PACIFIC GRANTS TO RECIPIENTS LOCATED IN THE REGION 1500 0 0 0 0 0 0 8500 0 8500 DOUGLAS P. ZIPES LECTURESHIP AWARD EUROPE 1 2000 WIRE HIGHEST SCORING ABSTRACT IN THE WOMEN IN EP CATEGORY EUROPE 1 1000 WIRE YOUNG INVESTIGATORS AWARD: FIRST PRIZE (CLINICAL) EUROPE 1 1000 WIRE YOUNG INVESTIGATORS AWARD: HONORABLE MENTION (CLINICAL) EUROPE 1 500 WIRE OUTSTANDING PUBLICATION AWARDS FOR YOUNG EP (CLINICAL RESEARCH) EUROPE 1 2500 WIRE THE ERIC AND BONNIE PRYSTOWSKY FELLOWS CLINICAL RESEARCH FUND EAST ASIA AND PACIFIC 1 1500 WIRE 0 0 0 0 0 0 PART III ACCOUNTING METHOD: 1 UNIVERSITY OF WISCONSIN 21 N PARK STREET SUITE 6401 MADISON WI 53715 396006492 50000 0 WILTON W. WEBSTER FELLOWSHIP IN ELECTROPHYSIOLOGY REGENTS UNIVERSITY OF CALIFORNIA BOX 957089 1125 MURPHY 405 HILGARD AVE LOS ANGELES CA 90095 941156365 50000 0 WILTON W. WEBSTER FELLOWSHIP IN ELECTROPHYSIOLOGY UNIVERSITY OF VERMONT MEDICAL CENTER PO BOX 1902 BURLINGTON VT 05402 030219309 501(C)(3) 50000 0 KENNETH M. ROSEN FELLOWSHIP DYNOCARDIA 53 LANGLEY ROAD SUITE 340 NEWTON MA 02459 831272395 30000 0 HRX PITCH COMPETITION- 1ST PLACE AWARD (FY23) KILELE HEALTH 201 E DIXON AVE OAKWOOD OH 45419 872923309 15000 0 HRX PITCH COMPETITION 2ND PLACE AWARD (FY23) VPG MEDICAL 55 BABCOCK DRIVE ROCHESTER NY 14610 824188263 10000 0 HRX PITCH COMPETITION-3RD PLACE AWARD (FY23) 1 5 ERIC N. PRYSTOWSKY LECTURESHIP AWARD 1 2000 ERIC N. PRYSTOWSKY EARLY CAREER RESEARCHER AWARD 1 1500 FELLOW WITH THE HIGHEST SCORING ABSTRACT 1 1500 FOUNDERS' LECTURESHIP AWARD 1 2500 HIGHEST SCORING ABSTRACT IN THE ALLIED PROFESSIONALS CATEGORY 1 1500 HIGHEST SCORING ABSTRACT IN THE QUALITY IMPROVEMENT CATEGORY 1 1500 HIGHEST SCORING ABSTRACT IN THE WOMEN IN EP CATEGORY 2 2000 JOAN AND DOUGLAS P. ZIPES PUBLICATION OF THE YEAR AWARD 2 1000 MOST INNOVATIVE ABSTRACT AWARD (FORMERLY THE ELI S. GANG MOST INNOVATIVE ABSTRACT AWARD) 1 2500 RALPH LAZZARA LECTURESHIP AWARD 1 2000 WILTON W. WEBSTER LECTURESHIP AWARD 1 2000 YOUNG INVESTIGATORS AWARD: FIRST PRIZE (BASIC) 1 1000 YOUNG INVESTIGATORS AWARD: HONORABLE MENTION (BASIC) 2 1000 YOUNG INVESTIGATORS AWARD: HONORABLE MENTION (CLINICAL) 1 500 DEI ABSTRACT AWARD FINALIST 2 2000 PART I, LINE 2 EACH YEAR DURING THE HEART RHYTHM SOCIETY'S ANNUAL MEETING, AWARDS ARE PRESENTED TO AWARDEES BASED ON SPECIFIC CRITERIA FOR EACH AWARD CATEGORY AS DETAILED IN THE FOLLOWING DESCRIPTIONS. JOURNAL AWARDS THE AWARDEES SUBMIT PAPERS TO BE PUBLISHED IN THE HEART RHYTHM JOURNAL. THE AWARDS ARE SELECTED BY THE HEART RHYTHM JOURNAL EDITORS FOR PUBLISHED PAPERS. AWARD FUNDS ARE ISSUED TO AWARDEES BEFORE THE MEETING AND THE WINNER OF THE ZIPES AWARD IS GIVEN TRAVEL REIMBURSEMENT AFTER THE MEETING. LECTURESHIP AWARDS THE LECTURESHIP AWARDS ARE SELECTED BY THE PROGRAM COMMITTEE CHAIR, ABSTRACT CHAIR, PRESIDENT, 1ST VICE PRESIDENT, AND CEO. THE LECTURESHIP RECIPIENT RECEIVES AN HONORARIUM AND THE TRAVEL AND ACCOMMODATION COSTS FOR THE ANNUAL MEETING IS COVERED. INVESTIGATOR AWARDS THE YOUNG INVESTIGATOR AWARDS (YIA) COMPETITION RECOGNIZES AND ENCOURAGES THE WORK OF YOUNG INVESTIGATORS AND THEIR PARENT INSTITUTIONS. ALL SUBMISSIONS TO THE YIA COMPETITION ARE REVIEWED BY THE YIA SUB-COMMITTEE (PART OF THE ANNUAL MEETING COMMITTEE AND COMPRISED OF SENIOR RESEARCHERS, CLINICIANS AND SCIENTISTS), WHO SELECT SIX FINALISTS TO PRESENT THEIR WORK DURING THE ANNUAL MEETING. 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. THE SUBMISSION PERIOD IS TYPICALLY MID-OCTOBER THROUGH MID-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 MEETING. GRADING OF RECOMMENDATIONS ASSESSMENT, DEVELOPMENT AND EVALUATION (GRADE) COMPREHENSIVE TRACK WORKSHOP TRAVEL GRANT THE HEART RHYTHM SOCIETY (HRS) LEADERSHIP AND THE SCIENTIFIC AND CLINICAL DOCUMENTS COMMITTEE (SCDC) LEADERSHIP HAVE IDENTIFIED A NEED TO PROVIDE RESOURCES TO WRITING GROUPS ENGAGED IN DEVELOPMENT OF CLINICAL PRACTICE DOCUMENTS, IN ORDER TO INCREASE THE RELIABILITY AND VALIDITY OF DOCUMENT STRUCTURE, RECOMMENDATIONS, AND IMPLEMENTATION. ONE ASPECT OF THIS ENHANCEMENT PROGRAM IS TO ASSIGN EACH WRITING GROUP A MEMBER WITH SKILL IN METHODOLOGY OF DOCUMENT CREATION. WE AIM TO INCREASE THE NUMBER OF AVAILABLE HRS METHODOLOGY WRITING GROUP MEMBERS BY SPECIFIC TRAINING WORKSHOPS. THESE WORKSHOPS WILL SERVE AS THE FOUNDATION FOR IMPROVED DEVELOPMENT OF CLINICAL DOCUMENTS, SYSTEMATIC REVIEWS, AND CLINICAL PRACTICE GUIDELINES. THE HRS WILL PROVIDE ONE TRAVEL GRANT UP TO $2500 TO ATTEND THE GRADING OF RECOMMENDATIONS ASSESSMENT, DEVELOPMENT AND EVALUATION (GRADE) COMPREHENSIVE TRACK WORKSHOP, WHICH PROVIDES TRAINING AND LEARNING THE PRINCIPLES OF EVIDENCE-BASED MEDICINE AND GUIDELINE DEVELOPMENT FOR CLINICAL OR PUBLIC HEALTH RECOMMENDATIONS. THERE ARE 16+ HOURS OF INTENSIVE HANDS-ON TRAINING IN SMALL GROUP SETTINGS WITH SIX FACILITATORS AND A MAXIMUM ATTENDANCE OF 44 PARTICIPANTS. MORE DETAILS FOR THE WORKSHOP CAN BE FOUND AT HTTPS://WWW.GRADEWORKINGGROUP.ORG. THE EXPECTATIONS FOR THE RECIPIENT WOULD INCLUDE WILLINGNESS TO CONTRIBUTE IN THE FOLLOWING WAYS: 1. PROVIDE A SUMMARY PRESENTATION OF THE LEARNINGS AT A FUTURE SCDC MEETING 2. PARTICIPATE ON A CLINICAL DOCUMENT PROJECT AS A WRITING COMMITTEE MEMBER WITH AN EYE TOWARD THE METHODOLOGICAL ASPECTS OF CLINICAL DOCUMENT DEVELOPMENT 3. PARTICIPATE IN DISCUSSIONS WITHIN THE SCDC TO IMPROVE THE HRS METHODOLOGY FOR DEVELOPING CLINICAL DOCUMENTS, AND ULTIMATELY GUIDELINES. X X X X X X 0 1 0 0 0 0 0 0 0 PATRICIA A BLAKE CHIEF EXECUTIVE OFFICER 510878 0 108961 0 0 0 150681 0 39009 0 809529 0 0 0 TIMOTHY GREGORY CHIEF LEARNING OFFICER 243922 0 24840 0 0 0 38243 0 31325 0 338330 0 0 0 ERIC BOOTH CHIEF FINANCIAL OFFICER 246885 0 19872 0 0 0 13807 0 33345 0 313909 0 0 0 KENNETH J DEMITH CHIEF EXPERIENCE OFFICER 250088 1939 15079 117 0 0 30140 234 15186 118 310493 2408 0 0 SIMINTHA ESSON CHIEF STRATEGY OFFICER 247585 0 12420 0 0 0 25413 0 18045 0 303463 0 0 0 DAVID S RAIMIST ASSOCIATE VP, MEMBER ENG & DATA 203025 2744 3650 49 0 0 25385 343 34602 468 266662 3604 0 0 ANNE MARIE SMITH VICE PRESIDENT, PRACTICE IMPROVEMENT 211758 0 9500 0 0 0 743 0 17723 0 239724 0 0 0 GERMAINE A LUTMAN SCHAEFER ASSOCIATE VP MEETINGS OPERATIONS 193854 0 6700 0 0 0 20692 0 11743 0 232989 0 0 0 PAMELA E MAGNANI ASSOCIATE VP,EDUCATION 198845 0 9000 0 0 0 20026 0 1140 0 229011 0 0 0 KRISTOPHER J MURPHY ASSOCIATE VP MKTG & COMMUNICATIONS 179649 554 3190 10 0 0 18947 58 10231 32 212017 654 0 0 PART I, LINE 4B LINE 4B: DURING CALENDAR YEAR 2022, THE SOCIETY CONTRIBUTED $ 74,000 TO PATRICIA BLAKE'S NONQUALIFIED SECTION 457(F) PLAN. FORM 990, PART VI, SECTION A, LINE 6 THE SOCIETY HAS MEMBERS. FORM 990, PART VI, SECTION A, LINE 7A THE SOCIETY HAS A CALL FOR NOMINATIONS. NOMINATION SUBCOMMITTEE MEETS TO REVIEW THE NOMINATIONS AND DEVELOPS A SLATE OF NOMINEES FOR THE BOARD OF TRUSTEES. THE BOARD OF TRUSTEES REVIEWS AND APPROVES THE SLATE AND THEN PUTS THE SLATE FORTH TO VOTING MEMBERSHIP FOR APPROVAL. FORM 990, PART VI, SECTION A, LINE 7B THE ARTICLES OF ORGANIZATION MAY BE AMENDED ONLY BY THE AFFIRMATIVE VOTE OF AT LEAST TWO-THIRDS (2/3) OF THE MEMBERS AND FELLOWS ENTITLED TO VOTE. FORM 990, PART VI, SECTION B, LINE 11B THE SOCIETY'S BOARD-APPROVED FINANCIAL POLICIES STATE THAT THE AUDIT COMMITTEE SHALL REVIEW AND APPROVE THE ANNUAL FORM 990 TAX RETURNS. THE AUDIT COMMITTEE, WHO HAS DELEGATED AUTHORITY FROM THE BOARD OF DIRECTORS, REVIEWS THE DRAFT FORM 990 TAX RETURN IN DETAIL WITH THE ASSISTANCE FROM THE SOCIETY'S FINANCIAL STAFF AND AUDIT FIRM AND APPROVES THE FORM PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C EVERY COMMITTEE CHAIR REVIEWS ALL OF THEIR COMMITTEE'S DISCLOSURES FORMS. BEFORE THE START OF EVERY COMMITTEE MEETING, A STATEMENT REGARDING DISCLOSURES AND CONFLICT OF INTEREST IS READ BY THE CHAIR. THE SOCIETY'S ETHICS OVERSIGHT COMMITTEE ENSURES COMPLIANCE WITH THE SOCIETY'S CODE OF ETHICS AND PROFESSIONAL STANDARDS. FORM 990, PART VI, SECTION B, LINE 15A THE SOCIETY'S COMPENSATION SUBCOMMITTEE ASSESSES THE CHIEF EXECUTIVE OFFICER'S PERFORMANCE AND RECOMMENDS A COMPENSATION PLAN TO THE EXECUTIVE COMMITTEE AND BOARD OF TRUSTEES FOR APPROVAL. THE SOCIETY RETAINS AN INDEPENDENT COMPENSATION CONSULTANT TO PERFORM A COMPENSATION ANALYSIS FOR USE BY THE COMPENSATION SUBCOMMITTEE. MEETING MINUTES AND COMPENSATION ANALYSES ARE RETAINED BY THE SOCIETY. COMPENSATION OF KEY (AND NON-KEY) SOCIETY EMPLOYEES ARE REVIEWED AS PART OF THE OVERALL BUDGET APPROVAL PROCESS BY THE FINANCE COMMITTEE AND BOARD OF TRUSTEES. THE SALARY OF EACH STAFF POSITION IS REVIEWED AND DETERMINED USING INTERNALLY OBTAINED SURVEY DATA. FORM 990, PART VI, SECTION C, LINE 19 THE SOCIETY'S GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE PUBLICLY AVAILABLE ON THE SOCIETY'S WEBSITE. AUDITED FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST TO INDIVIDUALS AND ORGANIZATIONS BASED ON BUSINESS NEED. FORM 990, PART IX, LINE 11G CONSULTING SERVICES: PROGRAM SERVICE EXPENSES 297,835. MANAGEMENT AND GENERAL EXPENSES 86,757. FUNDRAISING EXPENSES 20,313. TOTAL EXPENSES 404,905. CONTRACTED SERVICES - ADVOCACY/LOBBYING: PROGRAM SERVICE EXPENSES 12,500. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 12,500. CONTRACTED SERVICES - CONTENT DEVELOPMENT: PROGRAM SERVICE EXPENSES 602,117. MANAGEMENT AND GENERAL EXPENSES 16,750. FUNDRAISING EXPENSES 9,729. TOTAL EXPENSES 628,596. CONTRACTED SERVICES - DECORATOR: PROGRAM SERVICE EXPENSES 787,810. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 787,810. CONTRACTED SERVICES - ELECTRICAL: PROGRAM SERVICE EXPENSES 67,255. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 67,255. CONTRACTED SERVICES - EVALUATION PROCESSING: PROGRAM SERVICE EXPENSES 620. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 620. CONTRACTED SERVICES - GRAPHICS DESIGN: PROGRAM SERVICE EXPENSES 18,701. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 4,253. TOTAL EXPENSES 22,954. CONTRACTED SERVICES - OTHER LABOR: PROGRAM SERVICE EXPENSES 101,704. MANAGEMENT AND GENERAL EXPENSES 1,635. FUNDRAISING EXPENSES 2,738. TOTAL EXPENSES 106,077. CONTRACTED SERVICES - PAYROLL PROCESSING: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 44,176. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 44,176. CONTRACTED SERVICES - PHOTOGRAPHER: PROGRAM SERVICE EXPENSES 15,623. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 15,623. CONTRACTED SERVICES - REGISTRATION/HOUSING: PROGRAM SERVICE EXPENSES 224,656. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 224,656. CONTRACTED SERVICES - SECURITY: PROGRAM SERVICE EXPENSES 57,811. MANAGEMENT AND GENERAL EXPENSES 4,310. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 62,121. LICENSING: PROGRAM SERVICE EXPENSES 1,478. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,478. HONORARIA FEES: PROGRAM SERVICE EXPENSES 111,775. MANAGEMENT AND GENERAL EXPENSES 10,000. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 121,775. PENALTLIES: PROGRAM SERVICE EXPENSES 50,723. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 50,723. FORM 990, PART XII, LINE 2C THE SOCIETY'S AUDIT COMMITTEE ASSUMES RESPONSIBILITY FOR THE OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS. THE SOCIETY'S AUDIT COMMITTEE ALSO ASSUMES RESPONSIBILITY FOR THE SELECTION OF AN IDEPENDENT ACCOUNTANT. THE PROCESS IS CONSISTENT WITH PREVIOUS YEARS. HEART RHYTHM FOUNDATION 1325 G STREET SUITE 500 WASHINGTON DC 20005 200380726 SEE SCHEDULE R, PART VII MA 501(C)(3) LINE 7 HEART RHYTHM SOCIETY 1 INTERNATIONAL BOARD OF HEART RHYTHM EXAMINERS INC 1325 G STREET SUITE 500 WASHINGTON DC 20005 042917754 SEE SCHEDULE R, PART VII MA 501(C)(6) N/A 0 HRS CONSULTING SERVICES INC 1325 G STREET NW SUITE 400 WASHINGTON DC 20005 454366704 SEE SCHEDULE R, PART VII DE HEART RHYTHM SOCIETY C 1.00000 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 1 0 1 IBHRE Q 650404 CASH REIMBURSEMENTS IBHRE N 122273 ALLOCATED COSTS IBHRE O 539023 ALLOCATED PAYROLL 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.