2025-11-12T14:44:42-06:00 2024-12-31 362663358 PORTE BROWN LLC 9014 HERITAGE PARKWAY SUITE 308 WOODRIDGE IL 60517 990 2024-01-01 363142246 INTERNATIONAL SOCIETY FOR HEART & LUNG TRANSPLANTATION INTE 3122241261 141 W JACKSON SUITE 1340 CHICAGO IL 60604 GREGORY SCHULTZ CEO 3122241261 2025-11-10 1 0 MEGAN ANGLE P00850733 7084291040 2024 2025-03-06 01:10:19Z GREGORY SCHULTZ 141 W JACKSON SUITE 1340 CHICAGO IL 60604 7118392 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 13 301 0 0 33110 35766 6216341 6351424 598926 670147 75426 61055 6923803 7118392 202141 1039000 0 0 1658464 1874651 0 0 0 3862522 4630042 5723127 7543693 1200676 -425301 19239923 19183052 2768953 2746617 16470970 16436435 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 3190877 4707919 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. 549105 609191 JOURNAL: THE SOCIETY PUBLISHES A MONTHLY JOURNAL DEDICATED TO ADVANCES IN THE FIELD OF INTRATHORACIC ORGAN TRANSPLANTATION, SUPPORT, AND REPLACEMENT. 354730 REGISTRY: 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. 143618 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. 2157811 1039000 1044965 THE SOCIETY HAS VARIOUS OTHER PROGRAMS THAT INCLUDE GOVERNANCE, GRANTS AND AWARDS, MEMBERSHIP, AND OTHER PROGRAMS. 2301429 1039000 1044965 6396141 1 0 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 0 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 0 0 0 1 19 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 1 1 1 1 1 1 1 1 0 IL X 501 FINANCIAL MANAGEMENT 8479755304 2515 WAUKEGAN RD 210 BANNOCKBURN IL 60015 MARDI GOMBERG-MAITLAND TREASURER 1.00 X X 0 0 0 JIGNESH K PATEL DIRECTOR 1.00 X 0 0 0 SIMON URSCHEL DIRECTOR 1.00 X 0 0 0 MARTA FARRERO TORRES DIRECTOR 1.00 X 0 0 0 CHRISTIAN BENDEN PRESIDENT 1.00 X X 0 0 0 JASON CHRISTIE PAST PRESIDENT 1.00 1.00 X X 0 0 0 MARTIN SCHWEIGER DIRECTOR 1.00 X 0 0 0 DIYAR SAEED DIRECTOR 1.00 X 0 0 0 PETER M HOPKINS SECRETARY 1.00 1.00 X X 0 0 0 CARON BURCH DIRECTOR 1.00 X 0 0 0 DAVID A BARAN DIRECTOR 1.00 X 0 0 0 SAIMA ASLAM DIRECTOR 1.00 X 0 0 0 HAIFA LYSTER DIRECTOR 1.00 X 0 0 0 LAURIE SNYDER DIRECTOR 1.00 X 0 0 0 JOSEF STEHLIK PRESIDENT-ELECT 1.00 X X 0 0 0 YAEL PELED DIRECTOR 1.00 X 0 0 0 GREGORY SCHULTZ CEO 40.00 1.00 X 406502 0 31677 AARON ADAIR COO 40.00 1.00 X 134475 0 19892 JACQUELINE SCHWEINZGER DIRECTOR OF MEETINGS 40.00 1.00 X 161915 0 6807 SUSAN BESSNER DIRECTOR OF EDUCATION 40.00 1.00 X 153701 0 6596 JESSICA BURKE DIRECTOR OF MARKETING 40.00 1.00 X 119879 0 5116 976472 0 70088 5 0 1 0 FREEMAN PO BOX 734596 DALLAST TX 75373 GRAPHIC DESIGN & ONSITE LOGISTICS 208459 1 35766 35766 ANNUAL MEETING 541700 4700315 4700315 MEMBERSHIP 541900 1034314 1034314 PUBLICATIONS 513120 609191 609191 WEBINARS 541900 7604 7604 6351424 670147 670147 50404 50404 MISCELLANEOUS INCOME 900099 10651 10651 10651 7118392 6362075 0 720551 1000000 1000000 18000 18000 21000 21000 856593 573917 282676 717707 619688 98019 171297 119908 51389 129054 90338 38716 1217 1217 118880 118880 56561 56561 42100 8320 33780 85723 47384 38339 173256 165232 8024 467287 341116 126171 135899 135899 315463 314080 1383 879931 879931 35777 35777 72081 33500 38581 FOOD AND BEVERAGE 720160 720160 AUDIO VISUAL 471174 471174 VAT 452181 452181 JOURNAL 425999 425999 176353 92996 83357 7543693 6396141 1147552 0 297623 250000 647600 622330 164277 467470 792715 596642 284993 145713 957 139280 16881914 16843576 454837 263754 19239923 19183052 142558 30470 225891 52500 1558515 2446258 841989 217389 2768953 2746617 X 15928991 16436435 541979 0 16470970 16436435 19239923 19183052 X -425301 991389 -600623 X X 0 1 X 1 0 X 972309 3590596 61830 33110 35766 4693611 1004536 742145 5780902 6212427 6351424 20091434 1976845 4332741 5842732 6245537 6387190 24785045 55000 75000 130000 0 55000 75000 130000 24655045 272866 294416 483534 652429 720551 2423796 272866 294416 483534 652429 720551 2423796 46966 25837 10651 83454 2249711 4627157 6373232 6923803 7118392 27292295 0.90340 0.90380 0.08880 0.07830 X 461801 60719 2075 520445 399659 64070 1928 461801 461527 -59962 1906 399659 413163 53716 5352 461527 385504 31811 4152 413163 0.00000 0.00000 0.00000 0 0 2872 2872 0 282121 142841 139280 139280 LEASE LIABILITY 217389 217389 X 8053220 991389 991389 7061831 56561 56561 7118392 7487132 0 7487132 56561 56561 7543693 PART V, LINE 4: THE PURPOSE OF THE ENDOWMENT FUND IS TO PROVIDE INCOME TO FUND THE PUBLICATION OF THE MONOGRAPH SERIES. DURING 2024, THE SOCIETY TRANSFERRED THE ENDOWMENT TO ISHLT FOUNDATION, A RELATED PARTY. 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 AND THE STATE OF ILLINOIS. MANAGEMENT IS NOT AWARE OF ANY UNCERTAIN TAX POSITIONS. 0 EUROPE (INCLUDING ICELAND & GREENLAND) 0 0 GRANTS TO RECIPIENTS LOCATED IN REGION GRANTS AND AWARDS 40000 0 0 0 0 0 0 40000 0 40000 TRAVEL AWARD EAST ASIA AND THE PACIFIC 12 7000 WIRE TRAVEL AWARD EUROPE (INCLUDING ICELAND & GREENLAND) 16 5500 WIRE TRAVEL AWARD NORTH AMERICA 10 5000 WIRE TRAVEL AWARD SOUTH ASIA 2 2000 WIRE 0 0 0 0 0 0 PART I, LINE 2: 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 ISHLT FOUNDATION 141 W JACKSON BLVD SUITE 1340 CHICAGO IL 60604 921940881 501C3 1000000 0 RESEARCH GRANT 1 TRAVEL AWARD 43 18000 PART I, LINE 2: 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 332256 0 74246 0 0 0 11678 0 19999 0 438179 0 0 0 JACQUELINE SCHWEINZGER DIRECTOR OF MEETINGS 145915 0 16000 0 0 0 5667 0 1140 0 168722 0 0 0 SUSAN BESSNER DIRECTOR OF EDUCATION 146201 0 7500 0 0 0 5440 0 1156 0 160297 0 0 0 AARON ADAIR COO 122475 0 12000 0 0 0 4895 0 14997 0 154367 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 9: ASSET TRANSFER TO ISHLT FOUNDATION -600,623. FORM 990, PART XII, LINE 2C: NO CHANGES IN PROCESS FROM THE PRIOR YEAR. ISHLT FOUNDATION 141 W JACKSON BLVD SUITE 1340 CHICAGO IL 60604 921940881 FUNDS RESEARCH TO IMPROVE PATIENT CARE IN ADVANCED HEART AND LUNG DISEASE IL 501(C)(3) LINE 7 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 1 1 0 ISHLT FOUNDATION R 600623 ISHLT FOUNDATION B 1000000