2024-05-03T14:51:45-05:00 2023-09-30 202153727 SB & COMPANY LLC 10200 GRAND CENTRAL AVE SUITE 250 OWINGS MILLS MD 21117 990 2022-10-01 042917754 INTERNATIONAL BOARD OF HEART RHYTHM EXAMINERS INC INTE 2024643400 1325 G STREET NW SUITE 500 WASHINGTON DC 20005 TRACY LOFTY-BROWN CHIEF EXECUTIVE OFFICER 2024643400 2024-05-03 1 TRACY LOFTY-BROWN 999009999 0 MONIQUE BOOKER P00644231 4105840060 0 AAL1 IAL1 2022 2023-04-26 12:10:37Z TRACY LOFTY-BROWN 1325 G STREET NW SUITE 500 WASHINGTON DC 20005 1631911 0 X WWW.IBHRE.ORG X 1986 MA TO DESIGN AND ADMINISTER EXAMINATIONS TO MEASURE COMPETENCY IN CARDIAC PACING AND ELECTROPHYSIOLOGY. 14 14 2 135 0 0 0 0 1329539 1448526 140370 106879 1416 2951 1471325 1558356 2000 1000 0 0 528798 574414 0 0 0 935492 902550 1466290 1477964 5035 80392 3183840 3334809 233142 87121 2950698 3247688 TO DESIGN AND ADMINISTER EXAMINATIONS TO MEASURE COMPETENCY IN CARDIAC PACING AND ELECTROPHYSIOLOGY. 0 0 DESIGN AND ADMINISTER EXAMINATIONS IN CARDIAC PACING AND ELECTROPHYSIOLOGY. 0 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 0 0 2 1 0 0 0 0 0 0 0 0 X 14 14 0 0 0 0 0 1 0 1 1 0 0 1 1 1 1 1 1 1 0 0 MA X TRACY LOFTY-BROWN CHIEF EXECUTIVE OFFICER 2024643400 1325 G STREET NW SUITE 500 WASHINGTON DC 20005 PATRICIA A BLAKE CHIEF EXECUTIVE OFFICER 0.00 40.00 X 0 619839 189690 KENNETH J DEMITH CHIEF EXPERIENCE OFFICER 0.30 39.70 X 2056 265167 45677 ERIC BOOTH CHIEF FINANCIAL OFFICER 0.00 40.00 X 0 266757 47152 DAVID S RAIMIST ASSOCIATE VP, MEMBER ENG & DATA 1.00 39.00 X 2793 206675 60798 KRISTOPHER J MURPHY ASSOCIATE VP, MKTG AND COMMUNICATIONS 0.10 39.90 X 564 182839 29268 TRACY LOFTY-BROWN CHIEF EXECUTIVE OFFICER, IBHRE 40.00 0.00 X 190674 0 34839 CHARLES J LOVEMDFACCFHRSFAHACCD PRESIDENT 1.20 0.04 X X 6950 0 0 EDWARD V PLATIAMDFHRSCCDSCEPS-A VICE PRESIDENT/ TREASURER 0.60 0.00 X X 2175 0 0 ESTHER WEISSMSNAPNCNSFHRSCEPS SECRETARY 0.60 0.00 X X 1200 0 0 DEEPAK BHAKTAMDFHRSCCDS MEMBER 0.40 0.00 X 2000 0 0 CHRISTINE CHIU-MANMSCFHRSCCDSCEPS MEMBER 0.50 0.00 X 9100 0 0 GEORGE H CROSSLEYMDFHRSCCDS MEMBER 0.40 0.00 X 350 0 0 JAY N GROSS MD CCDS MEMBER 0.40 0.00 X 325 0 0 KATSUHIKO IMAI MD PHD MEMBER/JHRS REP 0.40 0.00 X 0 0 0 MARLEEN E IRWINFHRSRCRTCCDS MEMBER 0.50 0.00 X 5500 0 0 APARNA JASWALMDDNBFACCFHRSFESCC MEMBER 0.30 0.00 X 0 0 0 ELSIE M KELLY PUBLIC MEMBER 0.40 0.00 X 0 0 0 AMY S LEISEROWITZ RN FHRS CCDS MEMBER 0.50 0.00 X 3550 0 0 ELIZABETH STEPHENSONMDFHRSCCDSCEP MEMBER 0.50 0.00 X 4000 0 0 JODIE L HURWITZ MD FHRS EX-OFFICIO/HRS PRESIDENT 0.20 0.04 X 0 0 0 231237 1541277 407424 1 0 1 0 PROMETRIC INC BOX 223608 PITTSBURG PA 152512608 EXAM DEVELOPMENT 408961 1 REGISTRATION FEES 900099 1448526 1448526 1448526 109381 109381 1805 1805 71053 73555 -2502 -2502 -2502 OTHER INCOME 900099 1146 1146 1146 1558356 1448526 0 109830 X 1000 267617 237326 36039 33432 47682 11203 13855 7596 551474 56 68477 117206 25443 12508 10664 99 22914 TRAINING & DEVELOPMENT 6694 SUBSCRIPTIONS 5501 MISCELLANEOUS 1178 1477964 67466 460 3879 2870 83134 49860 39888 33274 3072607 3298205 3183840 3334809 142860 76229 90282 10892 233142 87121 X 2950698 3247688 2950698 3247688 3183840 3334809 80392 216598 0 X X 0 1 X 1 0 83134 49860 33274 33274 RELATED PARTY PAYABLE 10892 10892 X 1767358 216598 216598 1550760 7596 7596 1558356 1470368 0 1470368 7596 7596 1477964 PART X, LINE 2: THE ORGANIZATION IS EXEMPT FROM THE PAYMENT OF TAXES ON INCOME OTHER THAN NET UNRELATED BUSINESS INCOME UNDER SECTION 501(C)(6) OF THE INTERNAL REVENUE CODE. THE PROVISIONS INCLUDED IN ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA PROVIDE CONSISTENT GUIDANCE FOR THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES RECOGNIZED IN AN ENTITY'S FINANCIAL STATEMENTS AND PRESCRIBE A THRESHOLD OF "MORE LIKELY THAN NOT" FOR RECOGNITION OF TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. THE ORGANIZATION PERFORMED AN EVALUATION OF UNCERTAIN TAX POSITIONS AS OF SEPTEMBER 30, 2023 AND 2022, AND DETERMINED THAT THERE WERE NO MATTERS THAT WOULD REQUIRE RECOGNITION IN THE FINANCIAL STATEMENTS OR WHICH MAY HAVE ANY EFFECT ON ITS TAX-EXEMPT STATUS. AS OF SEPTEMBER 30, 2023, THE STATUTE OF LIMITATIONS FOR FISCAL YEARS 2020 THROUGH 2023 REMAINS OPEN WITH THE U.S. FEDERAL JURISDICTION OR THE VARIOUS STATES AND LOCAL JURISDICTIONS IN WHICH THE ORGANIZATION WOULD BE REQUIRED TO FILES TAX RETURNS. 0 1 0 PATRICIA A BLAKE CHIEF EXECUTIVE OFFICER 0 510878 0 108961 0 0 0 150681 0 39009 0 809529 0 0 KENNETH J DEMITH CHIEF EXPERIENCE OFFICER 1939 250088 117 15079 0 0 234 30140 118 15185 2408 310492 0 0 ERIC BOOTH CHIEF FINANCIAL OFFICER 0 246885 0 19872 0 0 0 13807 0 33345 0 313909 0 0 DAVID S RAIMIST ASSOCIATE VP, MEMBER ENG & DATA 2744 203025 49 3650 0 0 343 25385 468 34602 3604 266662 0 0 KRISTOPHER J MURPHY ASSOCIATE VP, MKTG AND COMMUNICATION 554 179649 10 3190 0 0 58 18947 32 10231 654 212017 0 0 TRACY LOFTY-BROWN CHIEF EXECUTIVE OFFICER, IBHRE 183324 0 7350 0 0 0 21246 0 13593 0 225513 0 0 0 PART I, LINE 4B DURING CALENDAR YEAR 2022, THE SOCIETY CONTRIBUTED $74,000 TO PATRICIA A. BLAKE'S NON-QUALIFIED SECTION 457(F) PLAN. FORM 990, PART VI, SECTION A, LINE 7A NEW DIRECTORS ARE DETERMINED BASED UPON AVAILABLE POSITIONS AND NEED IN ACCORDANCE WITH IBHRE BYLAWS; POTENTIAL DIRECTORS ARE RECOMMENDED BY CURRENT DIRECTORS. THE IBHRE BOARD OF DIRECTORS CONSIDERS POTENTIAL CANDIDATES AND APPROVES OR DENIES APPOINTMENTS AS APPLICABLE. THE BOARD OF DIRECTORS' APPROVED CANDIDATE APPOINTMENT IS SUBMITTED TO THE HRS BOARD OF TRUSTEES FOR APPROVAL BY A MAJORITY VOTE AT THE TIME OF ITS ANNUAL MEETING. HOWEVER, THIS HRS BOARD REVIEW AND APPROVAL OF THE IBHRE BOARD APPOINTMENT DOES NOT CORRELATE TO ANY ELEMENT OF HRS' MANAGEMENT OF THE IBHRE ORGANIZATION. IBHRE IS RESPONSIBLE FOR ITS OWN CERTIFICATION ACTIVITIES. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY AN INDEPENDENT ACCOUNTING FIRM, AND A DRAFT IS SUBMITTED TO THE HRS FINANCIAL TEAM FOR REVIEW. FOLLOWING THE HRS FINANCIAL TEAM REVIEW OF TAX FORMS, THE FORM 990 AND OTHER FORMS AS NECESSARY ARE REVIEWED BY IBHRE'S CEO. IBHRE'S CEO INFORMS THE HRS FINANCIAL TEAM OF THE NECESSARY REVISIONS. AFTER REVISIONS ARE MADE BY THE HRS FINANCIAL TEAM, THE FORMS ARE FORWARDED TO THE IBHRE BOARD OF DIRECTORS BY THE IBHRE CEO PRIOR TO FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C THE BOARD PRESIDENT REVIEWS ALL BOARD AND COMMITTEE MEMBER DISCLOSURE FORMS. BEFORE THE START OF EVERY MEETING, A STATEMENT REGARDING DISCLOSURES AND CONFLICT OF INTEREST IS READ BY THE BOARD PRESIDENT. FORM 990, PART VI, SECTION B, LINE 15A COMPENSATION OF KEY (AND NONKEY) EMPLOYEES IS REVIEWED AS PART OF THE OVERALL BUDGET APPROVAL PROCESS BY THE HEART RHYTHM SOCIETY 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 ORGANIZATION'S GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE PUBLICLY AVAILABLE ON THE ORGANIZATION'S WEBSITE. AUDITED FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST TO INDIVIDUALS AND ORGANIZATIONS BASED ON BUSINESS NEED. FORM 990, PART IX, LINE 11G CONTRACTED SERVICES - CONTENT DEVELOPMENT: TOTAL EXPENSES 455,582. CONSULTING SERVICES: TOTAL EXPENSES 49,059. HONORARIA FEES: TOTAL EXPENSES 33,650. CONTRACTED SERVICES - MARKETING & PUBLIC RELATIONS: TOTAL EXPENSES 6,047. ROYALTY FEES: TOTAL EXPENSES 3,040. CONTRACTED SERVICES - PAYROLL PROCESSING: TOTAL EXPENSES 2,534. CONTRACTED SERVICES - OTHER LABOR: TOTAL EXPENSES 1,320. CONTRACTED SERVICES - SECURITY: TOTAL EXPENSES 242. FORM 990. PART XII, LINE 2C THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. HEART RHYTHM SOCIETY INC 1325 G STREET NW SUITE 500 WASHINGTON DC 20005 042694458 TO ENHANCE THE PREVENTION AND TREATMENT OF CARDIAC RHYTHM DISORDERS. MA 501(C)(3) N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 1 0 0 0 HEART RHYTHM SOCIETY P 650404 CASH REIMBURSEMENT HEART RHYTHM SOCIETY N 122273 ALLOCATED COSTS HEART RHYTHM SOCIETY O 539023 ALLOCATED COSTS