2023-03-27T10:46:22-05:00 2022-09-30 582676261 Rogers & Company PLLC 8300 Boone Boulevard Suite 600 Vienna VA 22182 990 2021-10-01 042694458 Heart Rhythm Society Inc HEAR 2024643400 1325 G Street NW 400 Washington DC 200053121 Patricia Blake Chief Executive Officer 2024643400 2023-03-25 1 Patricia Blake XXX-XX-XXXX Lori A Collingsworth P00639819 7038930300 2023-03-23 3 AAL1 IAL1 2021 2023-04-26 12:10:37Z Patricia Blake 1325 G Street NW 400 Washington DC 200053121 19835682 0 X www.hrsonline.org X 1980 MA To end death and suffering due to heart rhythm disorders. 18 18 53 363 97500 0 2798586 1382028 10634133 14661077 494275 698647 1400572 1121974 15327566 17863726 232115 285189 0 0 7244393 7710766 0 0 1116553 8633739 10829004 16110247 18824959 -782681 -961233 18788289 14704509 4846135 4199266 13942154 10505243 X To improve the care of patients by promoting research, education and optimal health care policies and standards. Vision: To end death and suffering due to heart rhythm disorders. We promote diversity, equity, and inclusion as essential to our success. 0 0 6108253 22000 9236289 Meetings: HRS2022 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 7,700+ 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 accommodates limitations in travel from the COVID-19 pandemic, with 20% of the audience choosing the digital experience. HRX is the Society's groundbreaking cardiovascular digital health event that draws an international audience of health care professionals focused on cardiovascular health and rhythm management emphasizing digital health. The inaugural 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. 3521359 2000 2341502 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, UpBeat.org, HeartRhythm365.org, and ExperienceHRX.org are the official websites of the Society. 4571550 261189 3083286 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. 882384 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. 882384 15083546 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 1 150 0 1 53 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 18 18 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 400 Washington DC 200053121 Andrew D Krahn President 11.00 4.00 X X 0 0 0 Jodie L Hurwitz President-Elect 5.00 1.00 X X 0 0 0 Sana M Al-Khatib MD MHS FHRS, CCDS- Secretary/Treasurer 5.00 1.00 X X 0 0 0 Kenneth A Ellenbogen 1st Vice President 5.00 0.00 X X 750 0 0 Mina K Chung 2nd Vice President 5.00 0.00 X X 0 0 0 Fred M Kusumoto Immediate Past President 5.00 0.00 X X 0 0 0 Christine M Albert 2nd Past President 6.00 0.00 X X 0 0 0 Andrea M Russo Member 2.50 0.00 X 1672 0 0 David E Haines Member 2.50 0.00 X 0 0 0 Erica S Zado Member 2.50 0.00 X 0 0 0 Jeanne E Poole Member 2.50 0.00 X 40750 0 0 Jill Boone Schaeffer Member 2.50 0.00 X 0 0 0 John K Triedman Member 2.50 0.00 X 0 0 0 Jonathan M Kalman Member 2.50 0.00 X 0 0 0 Suneet Mittal Member 2.50 0.00 X 2000 0 0 Win-Kuang Shen Member 2.50 0.00 X 0 0 0 David S Frankel Member 2.50 0.00 X 0 0 0 Dhanunjaya R Lakkireddy Member 2.50 0.00 X 500 0 0 Nassir F Marrouche Member 2.50 0.00 X 2500 0 0 Emily P Zeitler MD MHS Member 2.50 0.00 X 0 0 0 Jagmeet P Singh MD PhD FHRS- Member 2.50 0.00 X 0 0 0 Brynn E Dechert-Crooks APN FHRS, CCDS- Member 2.50 0.00 X 0 0 0 Jonathan P Piccini Sr MD MHS, FHRS- Member 2.50 0.00 X 0 0 0 Sunny S Po MD PhD FHRS- Member 2.50 0.00 X 500 0 0 Patricia A Blake Chief Executive Officer 40.00 0.00 X 578391 0 161819 Eric Booth Chief Financial Officer 40.00 0.00 X 242935 0 51019 Kenneth J Demith Chief Experience Officer 39.80 0.20 X 274596 1558 77400 Timothy Gregory Chief Learning Officer 40.00 0.00 X 246907 0 81826 Simintha Esson Chief Strategy Officer start 4/19/21 40.00 0.00 X 188140 0 28466 Anne Marie Smith Vice President, Practice Improvement 40.00 0.00 X 218030 0 20825 David S Raimist Associate VP, Member Eng & Data 39.00 1.00 X 208597 7537 59737 Pamela E Magnani Associate VP, Education 40.00 0.00 X 205974 0 26138 Germaine A Lutman Schaefer Associate VP, Meeting Operations 40.00 0.00 X 201007 0 31851 Kristopher J Murphy Associate VP, Mktg & Communications 39.97 0.03 X 169724 131 38381 2582973 9226 577462 21 0 1 0 Freeman PO Box 650519 Dallas TX 75265 Event Management Services 724084 A Fassano & Co 990 Route 168 Suite A-2 Turnersville NJ 08012 Management Services 570610 Elsevier 3251 Riverport Lane Maryland Heights MO 63042 Publishing Services 389580 Peng-Sheng Chen 8700 Beverly Blvd Davis 1016 Los Angeles CA 90048 Management Services 242498 Coe-Truman International LLC 500 N Michigan Ave Ste 800 Chicago IL 60611 Event Management Services 237157 10 1382028 1382028 Registration fees 900099 4131952 4131952 Grants and sponsorships 900099 3856473 3856473 Annual meeting exhibits 900099 3088387 3088387 Membership dues 900099 2337502 2337502 Digital products sales 900099 689189 689189 557574 460074 97500 14661077 419981 419981 1111450 1111450 2250622 1971956 278666 278666 278666 IBHRE LMS fee 900099 10524 10524 10524 17863726 11475190 97500 4909008 X 261189 261189 13500 13500 10500 10500 1815222 746213 837042 231967 4711384 3507513 747929 455942 338213 301331 36882 426600 317518 64626 44456 419347 280176 94911 44260 1206551 1172416 5106 29029 29544 1753 27791 84932 84932 48913 48913 28337 28337 2063664 1856032 164418 43214 198377 189336 8672 369 780571 671085 54251 55235 939661 737599 144309 57753 600319 412312 129317 58690 601569 487927 94412 19230 3853640 3794234 57763 1643 1285 1285 211709 135421 53733 22555 Temporary labor 70347 70347 Training & development 47443 19162 15002 13279 Dues & subscriptions 41051 37590 3318 143 Miscellaneous 21091 11479 7706 1906 18824959 15083546 2624860 1116553 3000322 2279265 17482 84500 219128 100531 615101 998241 3373992 2825209 738940 548783 14022255 10602877 30 30 175031 90282 18788289 14704509 2046501 1793527 1676653 1475468 1122981 930271 4846135 4199266 X 12007888 8302769 1934266 2202474 13942154 10505243 18788289 14704509 X -961233 -2575633 99955 X X 0 1 X 1 0 X 236940 360077 1852297 2798586 1382028 6629928 15942264 16535220 2814875 10533633 14563577 60389569 9275 1200 11547 10994 10524 43540 16188479 16896497 4678719 13343213 15956129 67063037 21248 19974 13553 16470 14448 85693 2645712 2827675 1670307 2348797 9492491 2666960 2847649 13553 1686777 2363245 9578184 57484853 1452702 1356540 1359491 1294107 1531431 6994271 11120 11120 1463822 1356540 1359491 1294107 1531431 7005391 7892462 297532 8189994 17652301 18253037 13930672 14934852 17487560 82258422 0.69880 0.70200 0.08520 0.08340 X Schedule A, Part III, Line 12, Explanation of Other Income: Event cancellation insurance proceeds - 2019 Amount: $ 7,892,462. 2020 Amount: $ 297,532. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1523 50435 51958 18629566 18681524 1000000 250000 0 0 1000000 838218 937463 1000000 3775681 5663522 3668 7159 51958 62785 250000 209555 234366 250000 943921 1415882 1523 1523 723352 -116655 14578 592119 603161 138031 17840 723352 574514 37195 8548 603161 587817 12506 25809 574514 571317 31106 14606 587817 0.00000 0.86060 0.13940 0 0 1328882 957903 370979 157297 124894 32403 1887813 1742412 145401 548783 Deferred rent 664763 Deferred compensation plan liabilities 243353 Capital lease obligation 22155 930271 X 15726187 -2575633 466431 -2109202 17835389 28337 28337 17863726 19263053 466431 466431 18796622 28337 28337 18824959 Part V, Line 4: Douglas P. Zipes Lectureship endowment, The Zipes Publication Award endowment, The Eric and Bonnie Prystowsky Clinical Research endowment, and The Eric N. Prystowsky Lecture endowment. Part X, Line 2: Management evaluated the Society's tax positions and concluded that the Society's consolidated financial statements do not include any uncertain tax positions. 1 Europe (Including Iceland & Greenland) 0 0 Grants to recipients located in the region 7000 East Asia and the Pacific 0 0 Grants to recipients located in the region 2500 North America 0 0 Grants to recipients located in the region 1000 0 0 0 0 0 0 10500 0 10500 Eric N. Prystowsky Lectureship Award Europe (Including Iceland & Greenland) 1 2000 Check 0 N/A N/A Douglas P. Zipes Lectureship Award Europe (Including Iceland & Greenland) 1 1000 Wire 0 N/A N/A Highest Scoring Abstract in the Allied Professionals Category Europe (Including Iceland & Greenland) 1 1000 Check 0 N/A N/A Highest Scoring Abstract in the Women in EP Category Europe (Including Iceland & Greenland) 1 1000 Check 0 N/A N/A Joan and Douglas P. Zipes Publication of the Year Award Europe (Including Iceland & Greenland) 1 1000 Wire 0 N/A N/A Young Investigators Award: Honorable Mention (Clinical) Europe (Including Iceland & Greenland) 2 1000 Check 0 N/A N/A Most Innovative Abstract Award (formerly the Eli S. Gang Most Innovative Abstract Award) East Asia and the Pacific 1 2500 Wire 0 N/A N/A Highest Scoring Abstract in the Women in EP Category North America 1 1000 Check 0 N/A N/A 0 0 0 0 0 0 Part III Accounting Method: 1 Johns Hopkins University 1101 E 33rd Street Suite D200 Baltimore MD 21218 520595110 501(c)(3) 50000 0 N/A N/A Wilton W. Webster Fellowship in Clinical Cardiac Catheter AblationSupported by an educational grant from Biosense Webster, Inc. Stanford University 485 Broadway Mail Code 8838 Redwood City CA 94063 941156365 501(c)(3) 50000 0 N/A N/A Wilton W. Webster Fellowship in Pediatric ElectrophysiologySupported by an educational grant from Biosense Webster, Inc. University of Vermont Medical Center PO Box 1902 Burlington VT 05402 030219309 501(c)(3) 50000 0 N/A N/A The Clinical Research Award in Honor of Mark Josephson and Hein WellenSupported by an educational grant from Medtronic, Inc. The Ohio State University 1960 Kenny Road Columbus OH 43210 316025986 501(c)(3) 50000 0 N/A N/A The Kenneth M. Rosen Fellowship in Cardiac Pacing and ElectrophysiologySupported by an educational grant from Medtronic, Inc. Ximio Health Inc 12 Stuyvesant Oval Suite 6B New York NY 10009 475236550 30000 0 N/A N/A HRX Pitch Competition- 1st place Award (FY22) TeleHealth Care Solutions LLC 9263 Province Lane Breckville OH 44141 474223171 15000 0 N/A N/A HRX PItch Competition 2nd place award (FY22) Anumana Inc 1 Main Street Suite 400 Cambridge MA 02142 854102414 10000 0 N/A N/A HRX Pitch Competition-3rd Place Award (FY22) 4 3 Eric N. Prystowsky Early Career Researcher Award 1 1500 0 N/A N/A Fellow with the Highest Scoring Abstract 1 1500 0 N/A N/A Highest Scoring Abstract in the Women in EP Category 1 1000 0 N/A N/A Ralph Lazzara Lectureship Award 1 2000 0 N/A N/A The Eric and Bonnie Prystowsky Fellows Clinical Research Fund 1 1500 0 N/A N/A Wilton W. Webster Lectureship Award 1 2000 0 N/A N/A Young Investigators Award: First Prize (Basic) 1 500 0 N/A N/A Young Investigators Award: First Prize (Clinical) 1 1000 0 N/A N/A Young Investigators Award: Honorable Mention (Basic) 2 1500 0 N/A N/A DEI Abstract Award Finalist 3 1000 0 N/A N/A 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 478889 0 99502 0 0 0 120254 0 41565 0 740210 0 0 0 Kenneth J Demith Chief Experience Officer 242236 1374 32360 184 0 0 62309 353 14655 83 351560 1994 0 0 Timothy Gregory Chief Learning Officer 217122 0 29785 0 0 0 50901 0 30925 0 328733 0 0 0 Eric Booth Chief Financial Officer 214991 0 27944 0 0 0 16947 0 34072 0 293954 0 0 0 David S Raimist Associate VP, Member Eng & Data 192728 6964 15869 573 0 0 27201 983 30453 1100 266251 9620 0 0 Anne Marie Smith Vice President, Practice Improvement 199878 0 18152 0 0 0 5387 0 15438 0 238855 0 0 0 Germaine A Lutman Schaefer Associate VP, Meeting Operations 186071 0 14936 0 0 0 20811 0 11040 0 232858 0 0 0 Pamela E Magnani Associate VP, Education 189014 0 16960 0 0 0 25293 0 845 0 232112 0 0 0 Simintha Esson Chief Strategy Officer start 4/19/21 163140 0 25000 0 0 0 12400 0 16066 0 216606 0 0 0 Kristopher J Murphy Associate VP, Mktg & Communications 157374 121 12350 10 0 0 25941 20 12410 10 208075 161 0 0 Part I, Line 4b Line 4b: During calendar year 2021, the Society contributed $ 61,790 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 Contracted Services - Decorator: Program service expenses 604,441. Management and general expenses 0. Fundraising expenses 0. Total expenses 604,441. Consulting Services: Program service expenses 453,514. Management and general expenses 111,391. Fundraising expenses 11,703. Total expenses 576,608. Contracted Services - Content Development: Program service expenses 341,711. Management and general expenses 0. Fundraising expenses 27,855. Total expenses 369,566. Contracted Services - Security: Program service expenses 99,679. Management and general expenses 8,036. Fundraising expenses 0. Total expenses 107,715. Contracted Services - Electrical: Program service expenses 93,510. Management and general expenses 0. Fundraising expenses 0. Total expenses 93,510. Honoraria Fees: Program service expenses 90,500. Management and general expenses 0. Fundraising expenses 0. Total expenses 90,500. Contracted Services - Other Labor: Program service expenses 76,324. Management and general expenses 4,638. Fundraising expenses 1,856. Total expenses 82,818. Contracted Services - Registration/Housing: Program service expenses 72,405. Management and general expenses 0. Fundraising expenses 0. Total expenses 72,405. Contracted Services - Payroll Processing: Program service expenses 0. Management and general expenses 40,353. Fundraising expenses 0. Total expenses 40,353. Contracted Services - Photographer: Program service expenses 16,250. Management and general expenses 0. Fundraising expenses 0. Total expenses 16,250. Contracted Services - Graphics Design: Program service expenses 5,555. Management and general expenses 0. Fundraising expenses 0. Total expenses 5,555. Copyright, Patent & Trademark Fees: Program service expenses 2,143. Management and general expenses 0. Fundraising expenses 0. Total expenses 2,143. Contracted Services - Order Fulfillment: Program service expenses 0. Management and general expenses 0. Fundraising expenses 1,800. Total expenses 1,800. Form 990, Part XI, line 9: Forgiveness of intercompany debt 99,955. Form 990, Part XII, Line 2C: The Society's Audit Committee assumes responsibility for oversight of the audit of its financial statements. The Society's Audit Committee also assumes responsibility for the selection of an independent accountant. The process is consistent with previous years. Heart Rhythm Foundation 1325 G Street NW Suite 400 Washington DC 200053121 200380726 See Schedule R, Part VII MA 501(c)(3) Line 7 Heart Rhythm Society 1 International Board of Heart Rhythm Examiners Inc 1325 G Street NW Suite 400 Washington DC 200053121 042917754 See Schedule R, Part VII MA 501(c)(6) N/A 0 HRS Consulting Services Inc 1325 G Street NW Suite 400 Washington DC 200053121 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 N 141208 Allocated costs IBHRE O 481173 Allocated payroll IBHRE Q 533099 Cash reimbursements Heart Rhythm Foundation S 99995 Intercompany Forgiveness 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.