2025-05-06T14:31:00-05:00 2024-09-30 202153727 SB & COMPANY LLC 10200 GRAND CENTRAL AVE SUITE 250 OWINGS MILLS MD 21117 990 2023-10-01 042917754 INTERNATIONAL BOARD OF HEART RHYTHM EXAMINERS INC INTE 2024643400 1325 G STREET NW 500 WASHINGTON DC 20005 TRACY LOFTY-BROWN CHIEF EXECUTIVE OFFICER 2024643400 2025-05-01 1 0 MONIQUE BOOKER P00644231 4105840060 2023 2025-03-06 01:10:19Z TRACY LOFTY-BROWN 1325 G STREET NW 500 WASHINGTON DC 20005 1519148 0 X WWW.IBHRE.ORG X 1986 MA TO DESIGN AND ADMINISTER EXAMINATIONS TO MEASURE COMPETENCY IN CARDIAC PACING AND ELECTROPHYSIOLOGY. 14 14 4 135 0 0 0 0 1448526 1297576 106879 153854 2951 1029 1558356 1452459 1000 1000 0 0 574414 527408 0 0 0 902550 884791 1477964 1413199 80392 39260 3334809 3959502 87121 171650 3247688 3787852 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 1 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 0 0 4 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 DC X TRACY LOFTY-BROWN CHIEF EXECUTIVE OFFICER 2024643400 1325 G STREET NW 500 WASHINGTON DC 20005 EDWARD V PLATIA MDFHRSCCDSCEP VICE PRESIDENT/TREASURER 1.50 X X 3675 0 0 ESTHER WEISS MSNAPNCNSFHRSCEPS SECRETARY 1.50 X X 0 0 0 ELSIE M KELLY PUBLIC MEMBER 0.50 X 0 0 0 CHARLES J LOVE MDFACCFHRSFAHA PRESIDENT 3.00 X X 8250 0 0 AMY S LEISEROWITZ RNFHRSCCDS MEMBER (TERM ENDED 6/24) 0.50 X 4450 0 0 APARNA JASWAL MDDNBFACCFHRSFESC MEMBER 0.50 X 0 0 0 CHRISTINE CHIU-MAN MSCFHRSCCDSCEP MEMBER 1.50 X 0 0 0 DEEPAK BHAKTA MDFHRSCCDS MEMBER 1.50 X 3600 0 0 MARLEEN E IRWIN FHRSRCRTCCDS MEMBER 2.00 X 0 0 0 GEORGE H CROSSLEY MEMBER 0.50 X 0 0 0 LUKE SHANAHANBSMBAFHRSCCDSCEPS-P MEMBER 0.50 X 0 0 0 JAY N GROSS MDCCDS MEMBER 1.00 X 750 0 0 KATSUHIKO IMAI MDPHD MEMBER 1.00 X 0 0 0 KENNETH A ELLENBOGEN MDFHRS EX-OFFICIO/HRS PRES.(TERM START 5/24) 0.50 5.00 X 0 0 0 JODIE L HURWITZ MDFHRS EX-OFFICIO/HRS PRES.(TERM END 5/24) 1.00 11.00 X 0 0 0 ELIZABETH STEPHENSONMDFHRSCCDSCEP MEMBER 1.00 X 0 0 0 ERIC BOOTH CHIEF FINANCIAL OFFICER 0.10 39.90 X 429 279018 49352 PATRICIA A BLAKE CHIEF EXECUTIVE OFFICER, IBHRE 0.00 40.00 X 0 854969 195401 TRACY LOFTY-BROWN CHIEF EXECUTIVE OFFICER, IBHRE 40.00 0.00 X 198029 0 37235 KENNETH J DEMITH CHIEF EXPERIENCE OFFICER 1.00 39.00 X 7578 273924 29408 KRISTOPHER J MURPHY ASSOC. VP, MEMBERSHIP & MARKETING COMMUNICATIONS 0.20 39.90 X 706 195887 33763 227467 1603798 345159 1 0 1 0 PROMETRIC INC BOX 223608 PITTSBURG PA 152512608 EXAM DEVELOPMENT 245452 1 REGISTRATIION FEES 900099 1297576 1297576 1297576 104572 104572 810 810 115971 66689 49282 49282 49282 OTHER INCOME 900099 219 219 219 1452459 1297576 0 154883 X 1000 240350 220129 34270 32659 55770 18873 19508 8033 448008 194 85943 135350 5428 55017 10626 2719 22213 TRAINING & DEVELOPMENT 8125 SUBSCRIPTIONS 5869 MISCELLANEOUS 3115 1413199 460 532 2870 3300 86751 65119 33274 21632 3298205 3934038 3334809 3959502 76229 137339 10892 34311 87121 171650 X 3247688 3787852 3247688 3787852 3334809 3959502 39260 500904 0 X X 0 1 X 1 0 78407 65119 13288 8344 8344 21632 RELATED PARTY PAYABLE 34311 34311 X 1945330 500904 500904 1444426 8033 8033 1452459 1405166 0 1405166 8033 8033 1413199 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, 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. 0 0 0 0 0 0 0 0 0 0 2024 CCDS (ALLIED PROFESSIONAL) EXAM REGISTRATION - FIRST TIME - AUGUST 7, 2024 SOUTH ASIA 1 1000 FREE EXAM REGISTRATION SCHOLARSHIP 0 0 0 0 0 0 0 1 0 PATRICIA A BLAKE CHIEF EXECUTIVE OFFICER, IBHRE 0 524678 0 118169 0 212122 0 159169 0 36232 0 1050370 0 207632 ERIC BOOTH CHIEF FINANCIAL OFFICER 391 254056 38 24962 0 0 24 15261 52 34015 505 328294 0 0 KENNETH J DEMITH CHIEF EXPERIENCE OFFICER 7040 254462 538 19462 0 0 437 15779 355 12837 8370 302540 0 0 TRACY LOFTY-BROWN CHIEF EXECUTIVE OFFICER, IBHRE 190424 0 7605 0 0 0 24914 0 12321 0 235264 0 0 0 KRISTOPHER J MURPHY ASSOC. VP, MEMBERSHIP & MARKETING CO 684 189909 22 5978 0 0 77 21338 44 12304 827 229529 0 0 PART I, LINE 4B DURING 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. 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 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. 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 0 1 1 1 0 1 0 HEART RHYTHM SOCIETY P 533786 CASH REIMBURSEMENT HEART RHYTHM SOCIETY N 29795 ALLOCATED COSTS HEART RHYTHM SOCIETY O 527410 ALLOCATED PAYROLL