2023-11-14T10:39:28-06:00 2022-12-31 362663358 PORTE BROWN LLC 845 OAKTON STREET ELK GROVE VILLAGE IL 60007 990 2022-01-01 363142246 INTERNATIONAL SOCIETY FOR HEART & LUNG TRANSPLANTATION INTE 3122241261 141 W JACKSON SUITE 1340 CHICAGO IL 60604 GREG SCHULTZ CEO 3122241261 2023-11-13 1 GREG SCHULTZ 999009999 0 MEGAN ANGLE P00850733 8479561040 0 AAL1 IAL1 2022 2023-04-26 12:10:37Z X GREG SCHULTZ 141 W JACKSON SUITE 1340 CHICAGO IL 60604 6373232 0 X WWW.ISHLT.ORG X 1981 IL THE INTERNATIONAL SOCIETY FOR HEART AND LUNG TRANSPLANTATION (ISHLT) IS A NOT-FOR-PROFIT ORGANIZATION DEDICATED TO THE ADVANCEMENT OF THE SCIENCE AND TREATMENT OF END-STAGE HEART AND LUNG DISEASES. 16 16 13 230 0 0 3590596 61830 742145 5780902 445031 433797 171786 96703 4949558 6373232 245000 67500 0 0 1369304 1476540 0 0 0 2353308 4115231 3967612 5659271 981946 713961 16952293 17334936 1479696 3543640 15472597 13791296 X THE MISSION OF THE SOCIETY IS:1. TO ASSOCIATE PERSONS INTERESTED IN THE FIELDS OF HEART AND LUNG TRANSPLANTATION,END-STAGE HEART AND LUNG DISEASE, AND RELATED SCIENCES.2. TO ENCOURAGE AND STIMULATE BASIC AND CLINICAL RESEARCH IN THESE DISCIPLINES ANDTO PROMOTE NEW THERPEUTIC STRATEGIES.3. TO HOLD SCIENTIFIC MEETINGS FEATURING PRESENTATIONS AND DISCUSSIONS RELEVANT TOTHESE DISCIPLINES.4. TO SPONSOR A SCIENTIFIC JOURNAL FOR THE PUBLICATION OF MANUSCRIPTS RELATED TOTHESE DISCIPLINES.5. TO ESTABLISH AND MAINTAIN AN INTERNATIONAL REGISTRY FOR HEART AND LUNG TRANSPLANTATION.6. TO AWARD RESEARCH GRANTS AND ESTABLISH ENDOWMENTS FOR THE STUDY OF THESEDISCIPLINES. 0 0 2160114 4139167 ANNUAL MEETING: FOR THE PURPOSE OF SHARING KNOWLEDGE AND ADVANCING PATIENT CARE, THE SOCIETY HOSTS AN ANNUAL GATHERING OF PROFESSIONALS ENGAGED IN THE FIELD OF HEART AND LUNG TRANSPLANTATION, END-STAGE HEART AND LUNG DISEASE, AND RELATED SCIENCES. THE MEETING INCLUDES SCIENTIFIC PRESENTATIONS, INVITED LECTURES, AND SYMPOSIA ON TOPICS OF SPECIAL INTEREST. 388676 514345 JOURNAL: THE SOCIETY PUBLISHES A MONTHLY JOURNAL DEDICATED TO ADVANCES IN THE FIELD OF INTRATHORACIC ORGAN TRANSPLANTATION, SUPPORT, AND REPLACEMENT. 250062 REGISTRIES: THE SOCIETY MANAGES TWO TRANSPLANT REGISTRIES, THE INTERNATIONAL REGISTERY FOR MECHANICALLY ASSISTED CIRCULATORY SUPPORT (IMACS) AND THE INTERNATIONAL THORACIC ORGAN TRANSPLANT (TTX) REGISTRY. THE REGISTRIES PROMOTE SCIENTIFIC INVESTIGATIONS AND PUBLICATIONS BASED ON ANALYSES OF MULTINATIONAL DATA. 55134 97239 ACADEMIES: FOR THE PURPOSE OF DEVELOPING AN ENDURING RESOURCE OF EDUCATION IN CORE COMPETENCIES AND MASTERS' LEVEL EXPERTISE IN THE FIELDS OF CARDIOPULMONARY TRANSPLANTATION, MECHANICAL AND BIOLOGICAL SUPPORT OF THE FAILING HEART, AND ADVANCED LUNG DISEASE (INCLUDING PULMONARY VASCULAR DISEASE), THE SOCIETY HOSTS A VARYING NUMBER OF ACADEMIES ANNUALLY. THESE EDUCATIONAL PROGRAMS INCLUDE EDUCATIONAL PRESENTATIONS AND FACILITATED DISCUSSION DESIGNED TO FOSTER KNOWLEDGE SHARING TO IMPROVE PATIENT OUTCOMES. 28166 1033464 MEMBERSHIP: THE SOCIETY, A MULTIDISCIPLINARY, PROFESSIONAL ORGANIZATION, PROVIDES MEMBERSHIP OPPORTUNITIES FOR PHYSICIANS, NONPHYSICIANS AND TRAINEES WHO SHARE A COMMON MISSION TO IMPROVE THE CARE OF PATIENTS WITH ADVANCED HEART OR LUNG DISEASE THROUGH TRANSPLANTATION, MECHANICAL SUPPORT, AND INNOVATIVE THERAPIES. MEMBERSHIP IN THE SOCIETY ADVANCES THIS MISSION BY CONNECTING INDIVIDUALS, MULTIDISCIPLINARY TEAMS AND TRANSPLANT CENTERS VIA ONLINE FORUMS AND KNOWLEDGE BUILDING ACTIVITIES, INCLUDING EDUCATIONAL EVENTS, SCHOLARLY JOURNALS, AND RESEARCH. 377271 67500 43653 GOVERNANCE, GRANTS & AWARDS, OTHER PROGRAMS AND MONOGRAPH 460571 67500 1174356 3259423 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 0 0 0 1 1 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 13 0 13 1 0 0 0 0 0 0 0 0 0 0 X 16 16 0 0 0 0 1 1 1 1 1 0 0 0 1 1 1 1 1 1 1 0 X 501 FINANCIAL MANAGEMENT 8479755304 2549 WAUKEGAN RD 210 BANNOCKBURN IL 60015 ANDREAS ZUCKERMANN PRESIDENT 1.00 X X 0 0 0 JASON CHRISTIE PRESIDENT-ELECT 1.00 X X 0 0 0 LARA DANZIGER-ISAKOV PAST PRESIDENT 1.00 X X 0 0 0 MARTIN J GODDARD TREASURER 1.00 X X 0 0 0 PETER M HOPKINS SECRETARY 1.00 X X 0 0 0 CARON BURCH DIRECTOR 1.00 X 0 0 0 EDWARD CANTU DIRECTOR 1.00 X 0 0 0 MARC DE PERROT DIRECTOR 1.00 X 0 0 0 DANIEL F DILLING DIRECTOR 1.00 X 0 0 0 MARDI GOMBERG-MAITLAND DIRECTOR 1.00 X 0 0 0 ARE HOLM DIRECTOR 1.00 X 0 0 0 KIRAN K KHUSH DIRECTOR 1.00 X 0 0 0 ANGELA LORTS DIRECTOR 1.00 X 0 0 0 TEREZA MARTINU DIRECTOR 1.00 X 0 0 0 JIGNESH K PATEL DIRECTOR 1.00 X 0 0 0 DIYAR SAEED DIRECTOR 1.00 X 0 0 0 GREGORY SCHULTZ CEO 40.00 X 398586 0 27586 JACQUELINE SCHWEINZGER DIRECTOR OF MEETINGS 40.00 X 144427 0 6289 SUSAN BESSNER DIRECTOR OF EDUCATION 40.00 X 144359 0 6336 AARON ADAIR COO 40.00 X 129069 0 16355 JESSICA BURKE DIRECTOR OF MARKETING 40.00 X 110170 0 4828 926611 0 61394 5 0 1 0 LEVY RESTAURANT 980 NORTH MICHIGAN AVENUE CHICAGO IL 606114501 CATERING 560408 ASSOCIATION DEVELOPMENT SOLUTIONS 40 SHUMAN BLVD 300 NAPERVILLE IL 60563 PLANNING SERVICES 312000 PROJECTION VIDEO SERVICES 5803 ROLLING ROAD SUITE 200 SPRINGFIELD VA 221521056 AUDIO VISUAL SERVICES 301346 ELSEVIER SCIENCE INC 655 AVENUE OF THE AMERICAS NEW YORK NY 10010 PUBLISHER 260827 SOLIN AUDIO VISUAL SERVICES 132 PROSPECT STREET ST LEONIA NJ 07605 AUDIO VISUAL SERVICES 103100 8 61830 61830 ANNUAL MEETING 541700 4181432 4181432 MEMBERSHIP 541900 1033463 1033463 PUBLICATIONS 513120 514345 514345 ACADEMIES 541900 33385 33385 WEBINARS 541900 18277 18277 5780902 433797 433797 49737 49737 MISCELLANEOUS INCOME 900099 46966 46966 46966 6373232 5827868 0 483534 32500 32500 35000 35000 426172 426172 1050368 1050368 8611 915 7696 75784 75784 50598 50598 406375 280519 125856 156779 140022 16757 112431 112431 90212 90212 125273 117421 7852 726076 726076 22562 22562 46526 24570 21956 AUDIO VISUAL 773121 773121 FOOD AND BEVERAGE 571528 571528 JOURNAL 387352 387352 FOUNDATION 337339 337339 224664 170399 54265 5659271 3259423 2399848 0 460555 1134517 200595 209580 909487 226865 236660 175707 299498 110893 107871 25584 3022 15854002 14186630 0 364527 16952293 17334936 166550 64908 197500 117500 1115646 1736026 0 1625206 1479696 3543640 X 14930892 13311459 541705 479837 15472597 13791296 16952293 17334936 713961 -2375169 -20093 0 X 0 1 X 1 0 X 1077704 1882227 972309 3590596 61830 7584666 4153885 4189074 1004536 742145 5780902 15870542 5231589 6071301 1976845 4332741 5842732 23455208 325000 275000 55000 75000 730000 0 325000 275000 55000 75000 730000 22725208 322345 381602 272866 294416 483534 1754763 322345 381602 272866 294416 483534 1754763 46966 46966 5553934 6452903 2249711 4627157 6373232 25256937 0.89980 0.87680 0.06950 0.06230 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 461527 -71658 5032 384837 413163 53716 5352 461527 385504 31811 4152 413163 332149 74949 21594 385504 367766 -23659 11958 332149 0.70940 0.29060 0 0 2872 2872 108021 107871 150 3022 OPERATING LEASE LIABILITIES 392616 DUE TO FOUNDATION 1232590 1625206 X 3947465 -2375169 -2375169 6322634 50598 50598 6373232 5608673 0 5608673 50598 50598 5659271 PART X, LINE 2: THE SOCIETY HAS ADOPTED THE PROVISION OF ASC TOPIC 740, INCOME TAXES, RELATING TO THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES. THE SOCIETY FILES INFORMATION RETURNS IN THE U.S. FEDERAL JURISDICTION. MANAGEMENT IS NOT AWARE OF ANY UNCERTAIN TAX POSITIONS. PART V, LINE 4 - INTENDED USES OF ENDOWMENT FUND THE PURPOSE OF THE ENDOWMENT FUND IS TO PROVIDE INCOME TO FUND THE PUBLICATION OF THE MONOGRAPH SERIES. 1 EUROPE (INCLUDING ICELAND & GREENLAND) GRANT AWARDED 35000 0 0 0 0 0 0 35000 0 35000 EUROPE (INCLUDING ICELAND & GREENLAND) RESEARCH 20000 WIRE TRANSFER 0 EUROPE (INCLUDING ICELAND & GREENLAND) RESEARCH 15000 WIRE TRANSFER 0 2 0 0 0 0 0 0 PART III ACCOUNTING METHOD: PART I, LINE 2 - EXPLANATION FOR MONITORING USE OF FUNDS OUTSIDE THE U.S. THE GRANT APPLICATION PROCESS REQUIRES THE GRANT RECIPIENT TO BE WORKING AT AN ACADEMIC MEDICAL INSTITUTION. WE REQUIRED THE GRANT RECIPIENT'S RESEARCH SUPERVISOR AND DEPARTMENT CHIEF TO SIGN THE GRANT APPLICATION AND ATTEST THAT THE PROPER EQUIPMENT AND TIME WILL BE MADE AVAILABLE FOR THE RECIPIENT TO DO THE RESEARCH WE ARE FUNDING. WE THEN ISSUE A PORTION OF THE PAYMENT TO THE RECIPIENT'S INSTITUTION. SUBSEQUENT PORTIONS OF THE PAYMENT ARE ISSUED TO THE RECIPIENT'S INSTITUTION UPON RECEIPT BY ISHLT OF REGULAR SCHEDULED PROGRESS REPORTS FROM THE AWARDEE. A FINAL REPORT IN THE FORM OF AN ABSTRACT PRESENTATION OR MANUSCRIPT FOR PUBLICATION IN OUR PROFESSIONAL SCIENTIFIC JOURNAL IS ALSO REQUIRED OF EACH AWARDEE. 1 UNIVERSITY OF WASHINGTON MEDICAL CENTER 1959 NE PACIFIC ST SEATTLE WA 98195 916001537 32500 0 RESEARCH 1 PART I, LINE 2 - PROCEDURES FOR MONITORING USE OF GRANT FUNDS IN U.S. THE GRANT APPLICATION PROCESS REQUIRES THE GRANT RECIPIENT TO BE WORKING AT AN ACADEMIC MEDICAL INSTITUTION. WE REQUIRED THE GRANT RECIPIENT'S RESEARCH SUPERVISOR AND DEPARTMENT CHIEF TO SIGN THE GRANT APPLICATION AND ATTEST THAT THE PROPER EQUIPMENT AND TIME WILL BE MADE AVAILABLE FOR THE RECIPIENT TO DO THE RESEARCH WE ARE FUNDING. WE THEN ISSUE A PORTION OF THE PAYMENT TO THE RECIPIENT'S INSTITUTION. SUBSEQUENT PORTIONS OF THE PAYMENT ARE ISSUED TO THE RECIPIENT'S INSTITUTION UPON RECEIPT BY ISHLT OF REGULAR SCHEDULED PROGRESS REPORTS FROM THE AWARDEE. A FINAL REPORT IN THE FORM OF AN ABSTRACT PRESENTATION OR MANUSCRIPT FOR PUBLICATION IN OUR PROFESSIONAL SCIENTIFIC JOURNAL IS ALSO REQUIRED OF EACH AWARDEE. X 1 1 X X 0 0 0 0 0 0 0 0 0 GREGORY SCHULTZ CEO 296837 0 101749 0 0 0 8340 0 19246 0 426172 0 0 0 JACQUELINE SCHWEINZGER DIRECTOR OF MEETINGS 129427 0 15000 0 0 0 5055 0 1234 0 150716 0 0 0 SUSAN BESSNER DIRECTOR OF EDUCATION 134609 0 9750 0 0 0 5053 0 1283 0 150695 0 0 0 FORM 990, PART VI, SECTION A, LINE 6 ACTIVE MEMBERSHIP - IS OPEN TO ALL INDIVIDUALS ACTIVELY ENGAGED IN TRANSPLANTATION MEDICINE OR RELATED MEDICAL OR COMMERCIAL FIELDS. ACTIVE MEMBERS MAY VOTE, HOLD OFFICE, AND SERVE ON COMMITTEES. ASSOCIATE MEMBERSHIP - IS OPEN TO ALL INDIVIDUALS IN TRAINING (RESIDENT, FELLOW, MEDICAL STUDENT, NURSING STUDENT, GRADUATE STUDENT). ASSOCIATE MEMBERS ARE ASSESSED A REDUCED MEMBERSHIP FEE. ASSOCIATE MEMBERSHIP IS LIMITED TO THREE YEARS. ASSOCIATE MEMBERS MAY NOT VOTE OR HOLD OFFICE, BUT MAY SERVE ON COMMITTEES. RETIRED MEMBERSHIP - IS GRANTED TO ALL MEMBERS WHO WRITE TO THE BOARD OF DIRECTORS REQUESTING IT, WHO HAVE BEEN MEMBERS IN GOOD STANDING FOR THE 10 YEARS PRIOR TO THE REQUEST, AND WHO HAVE RETIRED FROM ACTIVE MEDICAL PRACTICE. MEMBERSHIP DUES ARE WAIVED FOR RETIRED MEMBERS. RETIRED MEMBERS MAY NOT VOTE, HOLD OFFICE, OR SERVE ON COMMITTEES. FORM 990, PART VI, SECTION A, LINE 7A ACTIVE MEMBERS ELECT THE BOARD. FORM 990, PART VI, SECTION A, LINE 7B ACTIVE MEMBERS MUST APPROVE OF ANY CHANGES TO THE SOCIETY'S BYLAWS. FORM 990, PART VI, SECTION B, LINE 11B THE PRESIDENT AND/OR TREASURER REVIEWS THE FORM 990 PRIOR TO SUBMISSION AND THE BOARD REVIEWS AFTER SUBMISSION AT A BOARD MEETING. FORM 990, PART VI, SECTION B, LINE 12C WE COLLECT CONFLICT OF INTEREST (COI) DISCLOSURE INFORMATION FROM COMMITTEE MEMBERS, SCIENTIFIC COUNCIL LEADERS, GUIDELINES DEVELOPERS, BOARD MEMBERS AND OTHERS IN LEADERSHIP POSITIONS. THERE ARE COLLATED AND DISTRIBUTED TO THE OTHER INDIVIDUALS ON THE RELEVANT COMMITTEE, ETC., FOR PURPOSES OF SELF-MONITORING. THEY ARE KEPT ON FILE. THE SOCIETY HAS A COI COMMITTEE THAT REVIEWS ALL COI DISCLOSURES, MONITORS COMPLIANCE AT BOARD AND KEY COMMITTEE MEETINGS WITH THE SOCIETY'S COI POLICY, AND ADJUDICATES ALL VIOLATIONS OF THE COI POLICY. FORM 990, PART VI, SECTION B, LINE 15 THE BOARD OF DIRECTORS APPROVES THE COMPENSATION OF OFFICERS AND KEY EMPLOYEES, AS WELL AS THE STAFF COMPENSATION BUDGET IN AGGREGATE. THE BOARD CONSIDERS BENCHMARK DATA FROM NATIONAL AND REGIONAL ASSOCIATION SALARY SURVEYS IN THIS PROCESS. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, POLICIES, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. BYLAWS AND ORGANIZATIONAL DOCUMENTS ARE ALSO AVAILABLE ON THE ORGANIZATION'S WEBSITE. FORM 990, PART XI, LINE 8 PRIOR PERIOD ADJUSTMENTS THE FINANCIAL STATEMENTS FOR THE YEAR ENDED DECEMBER 31, 2021 WERE RESTATED TO CORRECT AN ADJUSTMENT TO THE RECORDED INCOME FROM THE EMPLOYEE RETENTION CREDIT BY $20,093.