2022-03-16T16:03:24-05:00 2021-09-30 582676261 Rogers & Company PLLC 8300 Boone Boulevard Suite 600 Vienna VA 22182 990 2020-10-01 042694458 Heart Rhythm Society Inc HEAR 2024643400 1325 G Street NW No 400 Washington DC 200053121 Patricia Blake Chief Executive Officer 2024643400 2022-03-16 1 Patricia Blake XXX-XX-XXXX Lori A Collingsworth P00639819 7038930300 2022-03-14 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z Patricia Blake 1325 G Street NW No 400 Washington DC 200053121 17159188 0 X www.hrsonline.org X 1980 MA To end death and suffering due to heart rhythm disorders. 18 18 47 290 100500 0 1852297 2798586 2848875 10634133 349512 494275 8904406 1400572 13955090 15327566 28500 232115 0 0 7463791 7244393 0 0 1484814 6339246 8633739 13831537 16110247 123553 -782681 21816783 18788289 8386121 4846135 13430662 13942154 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. 0 0 5503511 24000 6689208 Meetings: HRS2021 is the Society's annual meeting, convening the world's most noted experts in cardiac rhythm management. Typical attendance of 11,000+ from 92 countries, and offering 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 being exposed to state of the art technology exhibits to enhance their education experience. HRS modified its format to include concurrent virtual participation to accommodate limitations in travel as a result of the COVID-19 pandemic. 2993959 1000 2153556 Marketing, Communications & Membership: The Society represents over 6,000 physicians, scientists, and associated professionals representing more than 70 countries. It facilitates peer to peer education, advances science within the electrophysiology field, and raises awareness of sudden cardiac arrest, atrial fibrillation and heart failure. HeartRhythm Journal, HeartRhythm Case Reports, Cardivascular Digital Health Journal and Heart Rhythm O2 are the official publications of the Society. 2804376 7115 1791369 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 advance technologies to provide superior year-round education to include live courses and distance learning. 914477 200000 Health Policy: The Society ensures patient access to high quality heart rhythm care and advocates for a productive and sustainable work environment for heart rhythm professionals. The Society publishes and endorses clinical documents to improve patient care. The Society awards research fellowship scholarships to individuals interested in clinical and basic research relating to the latest advances in electrophysiology. 914477 200000 12216323 1 1 0 1 0 0 0 0 0 1 1 0 0 0 1 1 0 1 0 0 0 0 1 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 60 0 1 47 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 No 400 Washington DC 200053121 Christine M Albert MD MPH FHRS- President 11.00 4.00 X X 0 0 0 Fred M Kusumoto MD FHRS President-Elect 5.00 1.00 X X 0 0 0 Andrew D Krahn MD FHRS 1st Vice President 5.00 0.00 X X 3215 0 0 Thomas F Deering MBA MD FHRS, CCDS- 2nd Past President 5.00 0.00 X X 112 0 0 Andrea M Russo MD FHRS Immediate Past President 6.00 1.00 X X 2000 0 0 Jodie L Hurwitz MD FHRS 2nd Vice President 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 82 0 0 Jonathan M Kalman MBBS PhD FHRS- Member 2.50 0.00 X 2000 0 0 Jeanne E Poole MD FHRS CCDS Member 2.50 0.00 X 24250 0 0 David J Slotwiner MD FHRS Member 2.50 0.00 X 0 0 0 Mina K Chung MD FHRS Member 2.50 0.00 X 0 0 0 David J Callans MD FHRS CCDS- Member 2.50 0.00 X 750 0 0 David E Haines MD FHRS Member 2.50 0.00 X 0 0 0 Suneet Mittal BA MD FHRS Member 2.50 0.00 X 1500 0 0 Jill Boone Schaeffer MSN CRNP FHRS- Member 2.50 0.00 X 0 0 0 Win-Kuang Shen MD FHRS Member 2.50 0.00 X 82 0 0 Erica S Zado PAC FHRS Member 2.50 0.00 X 0 0 0 John K Triedman MD FHRS CEPS-P Member 2.50 0.00 X 0 0 0 Patricia Blake Chief Executive Officer 40.00 0.00 X 560684 0 163193 Eric Booth Chief Financial Officer 40.00 0.00 X 232348 0 50006 Christina Wurster Chief Strategy Officer 40.00 0.00 X 282663 0 62134 Kenneth Demith Chief Experience Officer 40.00 0.00 X 274552 0 48922 Timothy Gregory Chief Learning Officer 40.00 0.00 X 239523 0 60939 Laura Meisnere Vice President, Health Policy 40.00 0.00 X 265675 0 43744 Anne Marie Smith VP, Quality Improvement Education 40.00 0.00 X 222202 0 42895 David Raimist Sr Dir, Digital Tech & Data Analytics 40.00 0.00 X 221587 0 55020 Russell Werlinich Sr Dir, Education Programs 40.00 0.00 X 207009 0 18221 Germaine Schaefer Senior Director, Meetings 40.00 0.00 X 204050 0 31417 James Youngblood Former CEO through May 2019 0.00 0.00 X 300606 0 0 3044890 0 576491 24 1 1 0 Elsevier 3251 Riverport Lane Maryland Heights MO 63042 Publishing Services 407816 A Fassano & Co 990 Route 168 Suite A-2 Turnersville NJ 08012 Management Services 391880 Freeman PO Box 650519 Dallas TX 75265 Audio/Visual Equipment Services 319961 Coe Truman International 500 N Michigan Avenue Suite 800 Chicago IL 60611 Management Services 295994 O'Connor Consulting Services 6507 Marjory Lane Bethesda MD 20817 Outsourced Accounting Services 287771 15 781429 2017157 2798586 Registration fees 900099 3057183 3057183 Annual meeting exhibits 900099 2636329 2636329 Grants and sponsorships 900099 2396406 2396406 Membership dues 900099 2133956 2133956 Commissions and Fees 900099 178741 178741 231518 131018 100500 10634133 202061 202061 1092046 1092046 2123836 1831622 292214 292214 292214 Event cancellation insurance proc 900099 297532 297532 IBHRE LMS fee 900099 10994 10994 308526 15327566 7897304 100500 4531176 200115 200115 22500 22500 9500 9500 1752059 670200 834221 247638 4308380 3248234 496922 563224 367990 316060 13727 38203 424472 314240 51450 58782 391492 259706 79862 51924 1021601 979014 10245 32342 58811 26705 20764 11342 211482 211482 25169 25169 1538570 1166517 124887 247166 188014 179235 5178 3601 510426 417254 41998 51174 1112043 940432 102132 69479 578864 389237 115621 74006 171735 151453 19904 378 2731246 2691824 39383 39 1320 1320 324798 151877 139938 32983 Temporary labor 78156 23905 54251 Dues & subscriptions 57006 46850 10156 Training & development 14701 5972 7285 1444 Miscellaneous 9797 5493 3215 1089 16110247 12216323 2409110 1484814 2571189 3000322 203100 17482 8060295 219128 676715 615101 3340239 2601299 975926 738940 9270741 14022255 30 30 58787 0 0 175031 21816783 18788289 4300215 2046501 25000 0 1626658 1676653 2434248 1122981 8386121 4846135 X 12031120 12007888 1399542 1934266 13430662 13942154 21816783 18788289 -782681 1294173 0 X X 0 1 X 1 0 X 366243 236940 360077 1852297 2798586 5614143 16078063 15942264 16535220 2814875 10533633 61904055 10105 9275 1200 11547 10994 43121 16454411 16188479 16896497 4678719 13343213 67561319 12100 21248 19974 13553 16470 83345 2320249 2645712 2827675 1670307 9463943 2332349 2666960 2847649 13553 1686777 9547288 58014031 1407407 1452702 1356540 1359491 1294107 6870247 7386 11120 18506 1414793 1463822 1356540 1359491 1294107 6888753 7892462 297532 8189994 17869204 17652301 18253037 13930672 14934852 82640066 0.70200 0.70520 0.08340 0.08380 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 0 0 0 15749250 15749250 937463 234366 0 0 985796 1000000 838218 937463 3761477 5642216 6979 3668 7159 17806 246449 250000 209555 234366 940370 1410555 603161 138031 17840 723352 574514 37195 8548 603161 587817 12506 25809 574514 571317 31106 14606 587817 525914 61869 16466 571317 0.00000 0.70450 0.29550 0 0 1328882 837634 491248 157297 109717 47580 1854060 1653948 200112 738940 Deferred rent 839204 Intercompany payable 99955 Deferred compensation plan liabilities 152639 Capital lease obligation 31183 1122981 X 17049354 1294173 450784 2000 1746957 15302397 25169 25169 15327566 16535862 450784 450784 16085078 25169 25169 16110247 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. Part XI, Line 2d - Other Adjustments: Revenue from consolidated organization 2,000. 0 0 0 0 0 0 0 0 0 Young Investigators Award: First Prize (Clinical) East Asia and the Pacific 1 1000 Check 0 N/A N/A Young Investigators Award: Honorable Mention (Basic) East Asia and the Pacific 1 500 Check 0 N/A N/A Highest Scoring Abstract in the Women in EP Category East Asia and the Pacific 1 1000 Wire 0 N/A N/A The Eric and Bonnie Prystowsky Fellows Clinical Research Fund Europe (Including Iceland & Greenland) 1 1500 Check N/A N/A Eric N. Prystowsky Lectureship Award Europe (Including Iceland & Greenland) 1 2000 Wire 0 N/A N/A Fellow with the Highest Scoring Abstract Europe (Including Iceland & Greenland) 1 1500 Wire 0 N/A N/A Young Investigators Award: First Prize (Basic) North America 1 1000 Check 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 Mayo Clinic 200 First Street SW Rochester MN 55905 416011702 501(c)(3) 50000 0 N/A N/A Biosense Webster: Postdoctoral fellowship used for the education and training of electrophysiology fellows for research addressing cardiac Catheter Ablation Vanderbilt University 1161 21st Ave South D-3300 Nashville TN 37232 352528741 501(c)(3) 50000 0 N/A N/A Medtronic: post-doctoral fellowships in cardiac electrophysiology encouraging and supporting research training of individuals in either basic or clinical electrophysiology NYU Grossman School of Medicine 550 First Avenue New York NY 10016 135562308 501(c)(3) 50000 0 N/A N/A Biosense Webster: Postdoctoral fellowship used for the education and training of electrophysiology fellows for research addressing pediatric Electrophysiology. The Ohio State University 1960 Kenny Road Columbus OH 43210 316025986 501(c)(3) 50000 0 N/A N/A Medtronic: post-doctoral fellowships in cardiac electrophysiology encouraging and supporting research training of individuals in either basic or clinical electrophysiology 4 0 Douglas P. Zipes Lectureship Award 1 1000 0 N/A N/A Joan and Douglas P. Zipes Publication of the Year Award 2 1000 0 N/A N/A Ralph Lazzara Lectureship Award 1 2000 0 N/A N/A Most Innovative Abstract Award (formerly the Eli S. Gang Most Innovative Abstract Award) 1 2500 0 N/A N/A HRS Global Humanitarian Award in Memory of Dr. Ramasubba Lakkireddy 1 2000 0 N/A N/A Highest Scoring Abstract in the Allied Professionals Category 1 1000 0 N/A N/A Pioneer in Cardiac Pacing and Electrophysiology Award 1 5000 0 N/A N/A Founders' Lectureship Award 1 2500 0 N/A N/A Young Investigators Award: Honorable Mention (Basic) 1 500 0 N/A N/A Young Investigators Award: Honorable Mention (Clinical) 2 1000 0 N/A N/A Wilton W. Webster Lectureship Award 1 2000 0 N/A N/A Highest Scoring Abstract in the Women in EP Category 2 2000 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. Due to COVID-19 restrictions, travel for staff and awardees were significantly curtailed. 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. All six YIA finalists receive complimentary registration to the Annual Meeting and reimbursement for travel expenses and there are two first prize monetary awards. 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 - mid-December to mid-March. 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 1 1 0 0 0 0 0 0 0 Patricia Blake Chief Executive Officer 560684 0 0 0 0 0 116657 0 46536 0 723877 0 0 0 Christina Wurster Chief Strategy Officer 257642 0 24947 0 74 0 35388 0 26746 0 344797 0 0 0 Kenneth Demith Chief Experience Officer 250988 0 23246 0 318 0 34155 0 14767 0 323474 0 0 0 Laura Meisnere Vice President, Health Policy 200438 0 15029 0 50208 0 18105 0 25639 0 309419 0 0 0 James Youngblood Former CEO through May 2019 0 0 0 0 300606 0 0 0 0 0 300606 0 300606 0 Timothy Gregory Chief Learning Officer 218447 0 20906 0 170 0 30504 0 30435 0 300462 0 0 0 Eric Booth Chief Financial Officer 212398 0 19950 0 0 0 12511 0 37495 0 282354 0 0 0 David Raimist Sr Dir, Digital Tech & Data Analytic 205854 0 15415 0 318 0 23634 0 31386 0 276607 0 0 0 Anne Marie Smith VP, Quality Improvement Education 205563 0 16152 0 487 0 27551 0 15344 0 265097 0 0 0 Germaine Schaefer Senior Director, Meetings 189936 0 14003 0 111 0 20046 0 11371 0 235467 0 0 0 Russell Werlinich Sr Dir, Education Programs 161278 0 12502 0 33229 0 17177 0 1044 0 225230 0 0 0 Part I, Lines 4a-b Line 4a. Russell Werlinich, Senior Director, Education Programs and Services through November 2020, received 11 weeks of severance pay in the amount of $ 33,059.02 during calendar year 2020 Also, Laura Meisnere, Vice President, Health Policy through November 2020, received 13 weeks of severance pay in the amount of $50,097.52 during calendar year 2020 Line 4b: During calendar year 2020, the Society contributed $71,842.48 to Pat Blake's nonqualified section 457(f) plan. Part II, Column (F) James Youngblood received a lump sum distribution of $ 300,605.54 from his non- qualified 457(b) plan. He received this payout directly and it is included in his 2020 W2. This amount has also been reported in Schedule J, Part II, Column B (iii). 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 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 0 IBHRE N 92465 Allocated costs IBHRE O 400639 Allocated payroll IBHRE Q 318073 Cash reimbursements 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.