FURP.ORG / PUBLIC DATA EXPLORER

INTERNATIONAL BOARD OF HEART RHYTHM EXAMINERS INC: Form 990, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
INTERNATIONAL BOARD OF HEART RHYTHM EXAMINERS INC (EIN 04-2917754)
Tax period
2023-10-01 to 2024-09-30
Filed
2025-05-06
IRS object ID
202521269349300822
Schema version
2023v6.0
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

FieldValueIRS element (for citing)
Return2025-05-06T14:31:00-05:00ReturnTs
Tax Period End2024-09-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN202153727PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1SB & COMPANY LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line110200 GRAND CENTRAL AVE SUITE 250AddressLine1Txt
CityOWINGS MILLSCityNm
State AbbreviationMDStateAbbreviationCd
ZIP21117ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2023-10-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN042917754EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1INTERNATIONAL BOARD OF HEART RHYTHMBusinessNameLine1Txt
Business Name Line2EXAMINERS INCBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlINTEBusinessNameControlTxt
Phone2024643400PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11325 G STREET NW 500AddressLine1Txt
CityWASHINGTONCityNm
State AbbreviationDCStateAbbreviationCd
ZIP20005ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonTRACY LOFTY-BROWNPersonNm
Person TitleCHIEF EXECUTIVE OFFICERPersonTitleTxt
Phone2024643400PhoneNum
Signature2025-05-01SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMONIQUE BOOKERPreparerPersonNm
PTINP00644231PTIN
Phone4105840060PhoneNum
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerTRACY LOFTY-BROWNPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line11325 G STREET NW 500AddressLine1Txt
CityWASHINGTONCityNm
State AbbreviationDCStateAbbreviationCd
ZIP20005ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$1,519,148GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501cYes (X)Organization501cInd
Website AddressWWW.IBHRE.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1986FormationYr
Legal Domicile StateMALegalDomicileStateCd
Activity Or MissionTO DESIGN AND ADMINISTER EXAMINATIONS TO MEASURE COMPETENCY IN CARDIAC PACING AND ELECTROPHYSIOLOGY.ActivityOrMissionDesc
Voting Members Governing Body14VotingMembersGoverningBodyCnt
Voting Members Independent14VotingMembersIndependentCnt
Total Employee4TotalEmployeeCnt
Total Volunteers135TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$0PYContributionsGrantsAmt
CY Contributions Grants$0CYContributionsGrantsAmt
PY Program Service Revenue$1,448,526PYProgramServiceRevenueAmt
CY Program Service Revenue$1,297,576CYProgramServiceRevenueAmt
PY Investment Income$106,879PYInvestmentIncomeAmt
CY Investment Income$153,854CYInvestmentIncomeAmt
PY Other Revenue$2,951PYOtherRevenueAmt
CY Other Revenue$1,029CYOtherRevenueAmt
PY Total Revenue$1,558,356PYTotalRevenueAmt
CY Total Revenue$1,452,459CYTotalRevenueAmt
PY Grants And Similar Paid$1,000PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$1,000CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$574,414PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$527,408CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$902,550PYOtherExpensesAmt
CY Other Expenses$884,791CYOtherExpensesAmt
PY Total Expenses$1,477,964PYTotalExpensesAmt
CY Total Expenses$1,413,199CYTotalExpensesAmt
PY Revenues Less Expenses$80,392PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$39,260CYRevenuesLessExpensesAmt
Total Assets BOY$3,334,809TotalAssetsBOYAmt
Total Assets EOY$3,959,502TotalAssetsEOYAmt
Total Liabilities BOY$87,121TotalLiabilitiesBOYAmt
Total Liabilities EOY$171,650TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$3,247,688NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$3,787,852NetAssetsOrFundBalancesEOYAmt
MissionTO DESIGN AND ADMINISTER EXAMINATIONS TO MEASURE COMPETENCY IN CARDIAC PACING AND ELECTROPHYSIOLOGY.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
DescDESIGN AND ADMINISTER EXAMINATIONS IN CARDIAC PACING AND ELECTROPHYSIOLOGY.Desc
Described In Section501c30DescribedInSection501c3Ind
Schedule B Required0ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi Endowments0DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To IndividualsYes (1)MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To Organizations0GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document0IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee4EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members14GoverningBodyVotingMembersCnt
Independent Voting Member14IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board MembersYes (1)ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldMAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldDCStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1TRACY LOFTY-BROWN CHIEF EXECUTIVE OFFICERBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone2024643400PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11325 G STREET NW 500AddressLine1Txt
CityWASHINGTONCityNm
State AbbreviationDCStateAbbreviationCd
ZIP20005ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (21 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtKey EmployeeKeyEmployeeIndHighest Compensated EmployeeHighestCompensatedEmployeeInd
EDWARD V PLATIA MDFHRSCCDSCEP
VICE PRESIDENT/TREASURER1.50Yes (X)Yes (X)$3,675$0$0
ESTHER WEISS MSNAPNCNSFHRSCEPS
SECRETARY1.50Yes (X)Yes (X)$0$0$0
ELSIE M KELLY
PUBLIC MEMBER0.50Yes (X)$0$0$0
CHARLES J LOVE MDFACCFHRSFAHA
PRESIDENT3.00Yes (X)Yes (X)$8,250$0$0
AMY S LEISEROWITZ RNFHRSCCDS
MEMBER (TERM ENDED 6/24)0.50Yes (X)$4,450$0$0
APARNA JASWAL MDDNBFACCFHRSFESC
MEMBER0.50Yes (X)$0$0$0
CHRISTINE CHIU-MAN MSCFHRSCCDSCEP
MEMBER1.50Yes (X)$0$0$0
DEEPAK BHAKTA MDFHRSCCDS
MEMBER1.50Yes (X)$3,600$0$0
MARLEEN E IRWIN FHRSRCRTCCDS
MEMBER2.00Yes (X)$0$0$0
GEORGE H CROSSLEY
MEMBER0.50Yes (X)$0$0$0
LUKE SHANAHANBSMBAFHRSCCDSCEPS-P
MEMBER0.50Yes (X)$0$0$0
JAY N GROSS MDCCDS
MEMBER1.00Yes (X)$750$0$0
KATSUHIKO IMAI MDPHD
MEMBER1.00Yes (X)$0$0$0
KENNETH A ELLENBOGEN MDFHRS
EX-OFFICIO/HRS PRES.(TERM START 5/24)0.50Yes (X)$0$0$05.00
JODIE L HURWITZ MDFHRS
EX-OFFICIO/HRS PRES.(TERM END 5/24)1.00Yes (X)$0$0$011.00
ELIZABETH STEPHENSONMDFHRSCCDSCEP
MEMBER1.00Yes (X)$0$0$0
ERIC BOOTH
CHIEF FINANCIAL OFFICER0.10Yes (X)$429$279,018$49,35239.90
PATRICIA A BLAKE
CHIEF EXECUTIVE OFFICER, IBHRE0.00Yes (X)$0$854,969$195,40140.00
TRACY LOFTY-BROWN
CHIEF EXECUTIVE OFFICER, IBHRE40.00Yes (X)$198,029$0$37,2350.00
KENNETH J DEMITH
CHIEF EXPERIENCE OFFICER1.00$7,578$273,924$29,40839.00Yes (X)
KRISTOPHER J MURPHY
ASSOC. VP, MEMBERSHIP & MARKETING COMMUNICATIONS0.20$706$195,887$33,76339.90Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$227,467TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$1,603,798TotReportableCompRltdOrgAmt
Total Other Compensation$345,159TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K1IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp

Contractor Name ContractorName

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1PROMETRIC INCBusinessNameLine1Txt

Contractor Address ContractorAddress

US Address USAddress

FieldValueIRS element (for citing)
Address Line1BOX 223608AddressLine1Txt
CityPITTSBURGCityNm
State AbbreviationPAStateAbbreviationCd
ZIP152512608ZIPCd
FieldValueIRS element (for citing)
ServicesEXAM DEVELOPMENTServicesDesc
Compensation$245,452CompensationAmt
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K1CntrctRcvdGreaterThan100KCnt

Program Service Revenue ProgramServiceRevenueGrp

FieldValueIRS element (for citing)
DescREGISTRATIION FEESDesc
Business900099BusinessCd
Total Revenue Column$1,297,576TotalRevenueColumnAmt
Related Or Exempt Func Income$1,297,576RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$1,297,576TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$104,572TotalRevenueColumnAmt
Exclusion$104,572ExclusionAmt

Royalties Revenue RoyaltiesRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$810TotalRevenueColumnAmt
Exclusion$810ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$115,971SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$66,689SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$49,282SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$49,282TotalRevenueColumnAmt
Exclusion$49,282ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescOTHER INCOMEDesc
Business900099BusinessCd
Total Revenue Column$219TotalRevenueColumnAmt
Exclusion$219ExclusionAmt
FieldValueIRS element (for citing)
Other Revenue Total$219OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,452,459TotalRevenueColumnAmt
Related Or Exempt Func Income$1,297,576RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$154,883ExclusionAmt
FieldValueIRS element (for citing)
Info In Schedule O Part IXYes (X)InfoInScheduleOPartIXInd

Foreign Grants ForeignGrantsGrp

FieldValueIRS element (for citing)
Total$1,000TotalAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$240,350TotalAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$220,129TotalAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$34,270TotalAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$32,659TotalAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$55,770TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$18,873TotalAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$19,508TotalAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$8,033TotalAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$448,008TotalAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$194TotalAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$85,943TotalAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$135,350TotalAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$5,428TotalAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$55,017TotalAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$10,626TotalAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$2,719TotalAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$22,213TotalAmt

Other Expenses OtherExpensesGrp (3 entries)

DescDescTotalTotalAmt
TRAINING & DEVELOPMENT$8,125
SUBSCRIPTIONS$5,869
MISCELLANEOUS$3,115

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$1,413,199TotalAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$460BOYAmt
EOY$532EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$2,870BOYAmt
EOY$3,300EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$86,751LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$65,119LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$33,274BOYAmt
EOY$21,632EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$3,298,205BOYAmt
EOY$3,934,038EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$3,334,809BOYAmt
EOY$3,959,502EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$76,229BOYAmt
EOY$137,339EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$10,892BOYAmt
EOY$34,311EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$87,121BOYAmt
EOY$171,650EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$3,247,688BOYAmt
EOY$3,787,852EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$3,247,688BOYAmt
EOY$3,787,852EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$3,334,809BOYAmt
EOY$3,959,502EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$39,260ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$500,904NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Info In Schedule O Part XIIYes (X)InfoInScheduleOPartXIIInd
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule D IRS990ScheduleD

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$78,407OtherCostOrOtherBasisAmt
Depreciation$65,119DepreciationAmt
Book Value$13,288BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$8,344OtherCostOrOtherBasisAmt
Book Value$8,344BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$21,632TotalBookValueLandBuildingsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

FieldValueIRS element (for citing)
DescRELATED PARTY PAYABLEDesc
Amt$34,311Amt
FieldValueIRS element (for citing)
Total Liability$34,311TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$1,945,330TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$500,904NetUnrealizedGainsInvstAmt
Revenue Not Reported$500,904RevenueNotReportedAmt
Revenue Subtotal$1,444,426RevenueSubtotalAmt
Investment Expenses Not Incld$8,033InvestmentExpensesNotIncldAmt
Revenue Not Reported Fincl Stmt$8,033RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$1,452,459TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$1,405,166TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$1,405,166ExpensesSubtotalAmt
Investment Expenses Not Incld2$8,033InvestmentExpensesNotIncld2Amt
Expenses Not Rpt Fincl Stmt$8,033ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$1,413,199TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART X, LINE 2:FormAndLineReferenceDesc
ExplanationTHE 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, 2024 AND 2023, 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, 2024, THE STATUTE OF LIMITATIONS FOR FISCAL YEARS 2021 THROUGH 2024 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.ExplanationTxt

Schedule F IRS990ScheduleF

FieldValueIRS element (for citing)
Grant Records Maintained0GrantRecordsMaintainedInd
Subtotal Offices0SubtotalOfficesCnt
Subtotal Employees0SubtotalEmployeesCnt
Continuation Total Office0ContinuationTotalOfficeCnt
Continuation Total Employee0ContinuationTotalEmployeeCnt
Total Office0TotalOfficeCnt
Total Employee0TotalEmployeeCnt
Subtotal Spent$0SubtotalSpentAmt
Continuation Spent$0ContinuationSpentAmt
Total Spent$0TotalSpentAmt

Foreign Individuals Grants ForeignIndividualsGrantsGrp

FieldValueIRS element (for citing)
Type Of Assistance2024 CCDS (ALLIED PROFESSIONAL) EXAM REGISTRATION - FIRST TIME - AUGUST 7, 2024TypeOfAssistanceTxt
RegionSOUTH ASIARegionTxt
Recipient1RecipientCnt
Cash Grant$1,000CashGrantAmt
Description Of Non Cash AsstFREE EXAM REGISTRATIONDescriptionOfNonCashAsstTxt
Valuation Method UsedSCHOLARSHIPValuationMethodUsedDesc
FieldValueIRS element (for citing)
Transfer To Foreign Corp0TransferToForeignCorpInd
Interest In Foreign Trust0InterestInForeignTrustInd
Foreign Corp Ownership0ForeignCorpOwnershipInd
Passive Foreign Investmest Co0PassiveForeignInvestmestCoInd
Foreign Partnership0ForeignPartnershipInd
Boycott Countries0BoycottCountriesInd

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr PlanYes (1)SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (5 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
PATRICIA A BLAKE
CHIEF EXECUTIVE OFFICER, IBHRE$0$524,678$0$118,169$0$212,122$0$159,169$0$36,232$0$1,050,370$0$207,632
ERIC BOOTH
CHIEF FINANCIAL OFFICER$391$254,056$38$24,962$0$0$24$15,261$52$34,015$505$328,294$0$0
KENNETH J DEMITH
CHIEF EXPERIENCE OFFICER$7,040$254,462$538$19,462$0$0$437$15,779$355$12,837$8,370$302,540$0$0
TRACY LOFTY-BROWN
CHIEF EXECUTIVE OFFICER, IBHRE$190,424$0$7,605$0$0$0$24,914$0$12,321$0$235,264$0$0$0
KRISTOPHER J MURPHY
ASSOC. VP, MEMBERSHIP & MARKETING CO$684$189,909$22$5,978$0$0$77$21,338$44$12,304$827$229,529$0$0

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 4BFormAndLineReferenceDesc
ExplanationDURING CALENDAR YEAR 2023, HRS (A RELATED PARTY OF IBHRE) CONTRIBUTED $74,000 AND $22,500 TO PATRICIA BLAKE'S NONQUALIFIED 457(F) AND 457(B) PLANS, RESPECTIVELY. PATRICIA BLAKE RECEIVED A $212,122 DISTRIBUTION FROM THE 457(F) NON-QUALIFIED PLAN DURING THE CALENDAR YEAR AS WELL.ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (7 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 7ANEW 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 11BTHE 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 12CTHE 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 15ACOMPENSATION 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 19THE 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 11GCONTRACTED SERVICES - CONTENT DEVELOPMENT: TOTAL EXPENSES 333,959. CONSULTING SERVICES: TOTAL EXPENSES 22,398. HONORARIA FEES: TOTAL EXPENSES 80,175. ROYALTY FEES: TOTAL EXPENSES 2,960. CONTRACTED SERVICES - PAYROLL PROCESSING: TOTAL EXPENSES 2,398. CONTRACTED SERVICES - OTHER LABOR: TOTAL EXPENSES 1,249. AWARDS EXPENSE: TOTAL EXPENSES 6. CONTRACTED SERVICES - DECORATOR: TOTAL EXPENSES 3,963. CONTRACTED SERVICES - ELECTRICAL: TOTAL EXPENSES 900.
FORM 990, PART XII, LINE 2C:THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp

Disregarded Entity Name DisregardedEntityName

FieldValueIRS element (for citing)
Business Name Line1HEART RHYTHM SOCIETY INCBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line11325 G STREET NW SUITE 500AddressLine1Txt
CityWASHINGTONCityNm
State AbbreviationDCStateAbbreviationCd
ZIP20005ZIPCd
FieldValueIRS element (for citing)
EIN042694458EIN
Primary ActivitiesTO ENHANCE THE PREVENTION AND TREATMENT OF CARDIAC RHYTHM DISORDERS.PrimaryActivitiesTxt
Legal Domicile StateMALegalDomicileStateCd
Exempt Code Section501(C)(3)ExemptCodeSectionTxt
Direct Controlling NAN/ADirectControllingNACd
Controlled Organization0ControlledOrganizationInd
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org0GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org0GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org0LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org0RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org0PerformOfServicesForOthOrgInd
Perform Of Services By Other Org0PerformOfServicesByOtherOrgInd
Sharing Of FacilitiesYes (1)SharingOfFacilitiesInd
Paid Employees SharingYes (1)PaidEmployeesSharingInd
Reimbursement Paid To Other OrgYes (1)ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrgInd
Transfer To Other OrgYes (1)TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (3 entries)

Transaction TypeTransactionTypeTxtInvolvedInvolvedAmtMethod Of Amount DeterminationMethodOfAmountDeterminationTxt
HEART RHYTHM SOCIETY
P$533,786CASH REIMBURSEMENT
HEART RHYTHM SOCIETY
N$29,795ALLOCATED COSTS
HEART RHYTHM SOCIETY
O$527,410ALLOCATED PAYROLL