2025-03-19T09:44:00-05:00 2024-09-30 202153727 SB & COMPANY LLC 10200 GRAND CENTRAL AVE SUITE 250 OWINGS MILLS MD 21117 990 2023-10-01 042694458 HEART RHYTHM SOCIETY INC HEAR 2024643400 1325 G STREET NW SUITE 500 WASHINGTON DC 20005 PATRICIA BLAKE CHIEF EXECUTIVE OFFICER 2024643400 2025-03-19 1 0 MONIQUE BOOKER P00644231 4105840060 2023 2025-03-06 01:10:19Z PATRICIA BLAKE 1325 G STREET NW SUITE 500 WASHINGTON DC 20005 22696040 0 X WWW.HRSONLINE.ORG X 1980 MA TO IMPROVE THE CARE OF PATIENTS BY PROMOTING EDUCATION, RESEARCH, AND OPTIMAL HEALTH CARE POLICIES AND STANDARDS.VISION: TO END DEATH AND SUFFERING DUE TO HEART RHYTHM DISORDERS. 19 19 54 385 42000 0 1743391 1310568 16029721 17740787 440999 623134 1091368 1118774 19305479 20793263 275271 359680 0 0 8845266 8787197 0 0 995199 12396212 12264419 21516749 21411296 -2211270 -618033 14695578 15690899 5523898 5222413 9171680 10468486 X TO IMPROVE THE CARE OF PATIENTS BY PROMOTING EDUCATION, RESEARCH AND OPTIMAL HEALTH CARE POLICIES AND STANDARDS. VISION: TO END DEATH AND SUFFERING DUE TO HEART RHYTHM DISORDERS. 0 0 6413220 52680 10118060 MEETINGS:HRS2024 IS THE SOCIETY'S ANNUAL MEETING, CONVENING THE WORLD'S MOST NOTED EXPERTS IN CARDIAC RHYTHM MANAGEMENT. THE 3-DAY EDUCATIONAL HYBRID EVENT HAS AN ATTENDANCE OF APPROXIMATELY 6,000 FROM 68 COUNTRIES AND OFFERS 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 EXPERIENCES WITH STATE-OF-THE-ART TECHNOLOGY IN AN EXHIBIT HALL FEATURING OVER 100 COMPANIES. THERE WAS ALSO ONLINE PARTICIPATION AVAILABLE, BOTH EXCLUSIVELY OR AS AN AUGMENTATION TO THE IN-PERSON EXPERIENCE.HRX IS THE SOCIETY'S GROUNDBREAKING CARDIOVASCULAR INNOVATION EVENT THAT DRAWS AN INTERNATIONAL AUDIENCE OF HEALTH CARE PROFESSIONALS FOCUSED ON CARDIOVASCULAR HEALTH AND RHYTHM MANAGEMENT EMPHASIZING INNOVATIONS IN CARDIOLOGY. THIS ANNUAL EVENT FEATURED INDUSTRY CHAMPIONS DISPLAYING THEIR BREAKTHROUGH PRODUCTS TO OUR AUDIENCE OF PHYSICIANS AND ALLIED HEALTH PROFESSIONALS. THE UNIQUE ALL-IN-ONE ROOM LAYOUT ALLOWED THE ATTENDEES AND SPONSORS TO INTERACT THROUGHOUT THE 3-DAY NON-ACE EVENT. 4747357 1500 3330055 MARKETING, COMMUNICATIONS & MEMBERSHIP: THE SOCIETY REPRESENTS OVER 7,500 HEART RHYTHM PROFESSIONALS IN MORE THAN 90 COUNTRIES. IT FACILITATES PEER TO PEER EDUCATION, ELEVATES SCIENCE WITHIN THE FIELD OF ELECTROPHYSIOLOGY, AND RAISES AWARENESS OF HEART RHYTHM DISORDERS, INCLUDING SUDDEN CARDIAC ARREST, ATRIAL FIBRILLATION AND HEART FAILURE. HEART RHYTHM, HEART RHYTHM CASE REPORTS, CARDIOVASCULAR DIGITAL HEALTH JOURNAL AND HEART RHYTHM O2 ARE THE OFFICIAL PUBLICATIONS OF THE SOCIETY. HRSONLINE.ORG, HEARTRHYTHM.COM, CARDIQ.ORG, UPBEAT.ORG, HEARTRHYTHM365.ORG, AND EXPERIENCEHRX.ORG ARE THE OFFICIAL WEBSITES OF THE SOCIETY. 5954215 305500 4292672 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 ADVANCED TECHNOLOGIES TO PROVIDE SUPERIOR YEAR-ROUND EDUCATION INCLUDING LIVE COURSES AND DISTANCE LEARNING. THE SOCIETY AWARDS RESEARCH FELLOWSHIP SCHOLARSHIPS TO INDIVIDUALS INTERESTED IN CLINICAL AND BASIC RESEARCH RELATED TO THE LATEST ADVANCES IN ELECTROPHYSIOLOGY. 273452 HEALTH POLICY: THE SOCIETY WORKS TO ENSURE PATIENTS ACCESS TO HIGH QUALITY HEART RHYTHM CARE. HRS DEPLOYS MULTI-FACETED ADVOCACY INITIATIVES FOR A PRODUCTIVE AND VIABLE WORK ENVIRONMENT FOR HEART RHYTHM PROFESSIONALS. THE SOCIETY PUBLISHES AND ENDORSES CLINICAL DOCUMENTS TO IMPROVE PATIENT CARE. 273452 17388244 1 1 0 1 0 0 0 0 0 1 1 0 0 0 1 1 0 1 0 0 1 1 1 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 1 170 0 1 54 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 19 19 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 OR PA RI SC TN VA WA WV WI X ERIC BOOTH CHIEF FINANCIAL OFFICER 2024643400 1325 G STREET NW SUITE 500 WASHINGTON DC 20005 JODIE L HURWITZ PRESIDENT 11.00 1.00 X X 0 0 0 ANDREW D KRAHN MD FHRS IMMEDIATE PAST PRESIDENT 5.00 X X 0 0 0 KENNETH A ELLENBOGEN MD FHRS PRESIDENT-ELECT 5.00 0.50 X X 0 0 0 MINA K CHUNG MD FHRS IST VICE PRESIDENT 5.00 X X 0 0 0 SANA M AL-KHATIB MD MHS FHRS CCDS 2ND VICE PRESIDENT 5.00 X X 4500 0 0 JOHN K TRIEDMAN MD FHRS CEPS-P SECRETARY/TREASURER 2.50 X X 0 0 0 JAGMEET P SINGH MD PHD FHRS MEMBER 2.50 X 0 0 0 BRYNN E DECHERT-CROOKS APN FHRS CCD MEMBER 2.50 X 0 0 0 JONATHAN P PICCINI SR MD MHS FHRS MEMBER 2.50 X 0 0 0 SUNNY S PO MD PHD FHRS MEMBER 2.50 X 0 0 0 LUIGI DI BIASE MD PHD FHRS MEMBER 2.50 X 0 0 0 SUSAN P ETHERIDGE MD FHRS CEPS-P MEMBER 2.50 X 900 0 0 DANIEL P MORIN MD MPH FHRS MEMBER 2.50 X 0 0 0 KRISTEN B CAMPBELL PHARMD MEMBER 2.50 X 0 0 0 RAKESH GOPINATHANNAIR MA MD FHRS MEMBER 2.50 X 1500 0 0 KAMALA P TAMIRISA MD FHRS MEMBER 2.50 X 0 0 0 ELAINE Y WAN MD FHRS MEMBER 2.50 X 0 0 0 PATRICK BOYLE BS PHD FHRS MEMBER 2.50 X 0 0 0 DHAUNUNJAYA R LAKKIREDDY MDFHRS MEMBER 2.50 X 0 0 0 ERIC S ZADO PAC FHRS MEMBER 2.50 X 0 0 0 DAVID S FRANKEL MD FHRS MEMBER 2.50 X 0 0 0 NASSIR F MARROUCHE MD FHRS MEMBER 2.50 X 0 0 0 EMILY P ZEITLER MD MHS MEMBER 2.50 X 0 0 0 FRED M KUSUMOTO MD FHRS 2ND PAST PRESIDENT 5.00 X 0 0 0 PATRICIA A BLAKE CHIEF EXECUTIVE OFFICER 40.00 X 854969 0 195401 ERIC BOOTH CHIEF FINANCIAL OFFICER 39.90 0.10 X 279018 429 49352 TIMOTHY GREGORY CHIEF LEARNING OFFICER 40.00 X 292257 0 67198 KENNETH J DEMITH CHIEF EXPERIENCE OFFICER 39.00 1.00 X 273924 7578 29408 SIMINTHA ESSON CHIEF STRATEGY OFFICER THRU 10/27/23 40.00 X 267855 0 39918 PAMELA E MAGNANI CHIEF DEVELOPMENT & INNOVATION OFFICER 40.00 X 231821 0 25421 ANNE MARIE SMITH VICE PRESIDENT, ED PRACTICE IMPROVEMENT 40.00 X 226616 0 46543 GERMAINE A LUTMAN SCHAEFER ASSOC. VP, MEETINGS & EVENTS 40.00 X 205091 0 35480 KRISTOPHER J MURPHY ASSOC. VP, MEMBERSHIP & MARKETING COMMUNICATIONS 39.90 0.10 X 195887 706 33763 STEPHEN SYE ASSOC. VP, DIGITAL PLATFORMS & DATA ARCHITECTURE 40.00 X 181607 0 27190 LORI MONTELEONE ASSOC. VP, PUBLICATIONS & SR. MANAGING EDITOR 40.00 X 173997 0 34679 3189942 8713 584353 27 0 1 0 A FASSANO & CO 990 ROUTE 168 SUITE A-2 TURNERSVILLE NJ 08012 MANAGEMENT SERVICES 624084 FREEMAN AUDIO VISUAL PO BOX 650519 DALLAS TX 75265 EVENT MANAGEMENT SERVICES 528108 ELSEVIER INC 3251 RIVERPORT LANE MARYLAND HEIGHTS MO 63043 PUBLISHING SERVICES 399159 SHOWACASE EVENT SOLUTIONS INC 4000-1 PLACE VILLE-MARIE MONTREAL QUEBEC CA H3B 4M4 REGISTRATION AND HOUSING 236264 BRIGHAM AND WOMEN'S PHYSICIANS ORGANIZAT PO BOX 3684 BOSTON MA 02241 HOSTING AND CONTENT DEVELOPMENT 186326 14 1310568 1310568 REGISTRATION FEES 900099 6092185 6092185 ANNUAL MEETINGS EXHIBI 900099 4025875 4025875 GRANTS AND SPONSORSHIP 900099 3807225 3807225 MEMBERSHIP DUES 900099 2623891 2623891 PUBLICATION AND PRODUC 900099 706164 706164 485447 443447 42000 17740787 353145 353145 1105658 1105658 2172766 1902777 269989 269989 269989 IBHRE LMS FEE 900099 13116 13116 13116 20793263 13672912 42000 5767783 X 275681 275681 23166 23166 60833 60833 1975519 1174392 787360 13767 5384863 3917507 936329 531027 507063 396391 54006 56666 435739 323855 71277 40607 484013 338805 107781 37427 1117747 1057985 9726 50036 44610 19437 8845 16328 201365 201365 28662 28662 2144375 1912065 201960 30350 383442 371589 3628 8225 815073 690190 59333 65550 1639562 1444258 141955 53349 113390 59422 47277 6691 958229 760375 140929 56925 4364964 4282562 80611 1791 52363 52363 128926 85819 33571 9536 TEMPORARY LABOR 110835 110835 TRAINING & DEVELOPMENT 69366 22642 40358 6366 DUES AND SUBSCRIPTIONS 63737 46469 15295 1973 27773 13966 5222 8585 21411296 17388244 3027853 995199 1478863 1443024 98000 90500 210687 407521 675703 438248 1119950 678516 333998 441434 11887405 12835831 30 30 10892 34311 14695578 15690899 2552568 2447451 1336033 2677831 1500000 135297 97131 5523898 5222413 X 6820699 8009333 2350981 2459153 9171680 10468486 14695578 15690899 -618033 1914839 0 X X 0 1 X 1 0 X 1852297 2798586 1382028 1743391 1310568 9086870 2814875 10533633 14563577 16002158 17698786 61613029 11547 10994 10524 10731 13118 56914 4678719 13343213 15956129 17756280 19022472 70756813 13553 16470 14448 24196 134634 203301 1670307 2348797 2690936 2339321 9049361 13553 1686777 2363245 2715132 2473955 9252662 61504151 1359491 1294107 1531431 1474806 1458802 7118637 1359491 1294107 1531431 1474806 1458802 7118637 7892462 297532 8189994 13930672 14934852 17487560 19231086 20481274 86065444 0.71460 0.70380 0.08270 0.08370 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 505 506 1011 21302718 21303729 1000000 250000 0 0 937463 1000000 1000000 1000000 3937463 5906195 51958 48670 1011 101639 234366 250000 250000 250000 984366 1476549 1523 969 505 2997 649598 160316 32112 777802 592119 86206 28727 649598 723352 -116655 14578 592119 603161 138031 17840 723352 574514 37195 8548 603161 0.67000 0.33000 0 0 125149 9467 115682 994801 669049 325752 441434 DEFERRED COMPENSATION - PRINCIPAL 97131 97131 X 23119833 1914839 440393 2355232 20764601 28662 28662 20793263 21823027 440393 440393 21382634 28662 28662 21411296 PART V, LINE 4: DOUGLAS P ZIPES LECTURESHIP ENDOWMENT, THE ZIPES PUBLICATION AWARD ENDOWMENTS, THE ERIC AND BONNIE PRYSTOWSKY CLINICAL RESEARCH ENDOWMENT, AND THE ERIC N. PRYSTOWSKY LECTURE ENDOWMENT. PART X, LINE 2: MANAGEMENT EVALUATED THE TAX POSITIONS FOR ALL ENTITIES AND CONCLUDED THAT THE SOCIETY'S CONSOLIDATED FINANCIAL STATEMENTS DO NOT INCLUDE ANY UNCERTAIN TAX POSITIONS. 1 EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM GRANTS TO RECIPIENTS LOCATED IN THE REGION 9000 EAST ASIA AND THE PACIFIC - AUSTRALIA, BRUNEI, BURMA, CAMBODIA, GRANTS TO RECIPIENTS LOCATED IN THE REGION 1833 0 0 0 0 0 0 10833 0 10833 EUROPE (INCLUDING ICELAND & GREENLAND) FELLOWSHIPS AWARD, CLINICAL RESEARCH AWARD IN HONOR OF MARK JOSEPHSON AND HEIN WELLENS 50000 0 FELLOW WITH THE HIGHEST SCORING ABSTRACT EUROPE 1 1500 WIRE HIGHEST SCORING ABSTRACT IN THE WOMEN IN EP CATEGORY EUROPE 1 1500 WIRE JOAN AND DOUGLAS P. ZIPES PUBLICATION OF THE YEAR AWARD EUROPE 2 1000 WIRE MOST INNOVATIVE ABSTRACT AWARD (FORMERLY THE ELI S. GONG MOST INNOVATIVE ABSTRACT AWARD) EUROPE 1 2500 WIRE THE ERIC AND BONNIE PRYSTOWSKY FELLOWS CLINICAL RESEARCH FUND EUROPE 1 2000 WIRE YIA NOMINEE: YOUNG INVESTIGATORS AWARD: FIRST PROZE (BASIC) + (CLINICAL) EAST ASIA AND PACIFIC 1 1000 WIRE YIA NOMINEES: YOUNG INNOVATIVE AWARD: HONORABLE MENTION (CLINICAL) EUROPE 1 500 WIRE FOUNDERS' LEADERSHIP AWARD EAST ASIA AND PACIFIC 1 833 WIRE 0 0 0 0 0 0 1 JOHNS HOPKINS UNIVERSITY 12529 COLLECTIONS CENTER CHICAGO IL 60693 520595110 501(C)(3) 50000 0 HRS RESEARCH FELLOWSHIP AWARD NEW YORK UNIVERSITY 522 FIRST AVENUE NEW YORK CITY NY 10016 135562309 501(C)(3) 50000 0 HRS RESEARCH FELLOWSHIP AWARD THE OHIO STATE UNIVERSITY 1960 KENNY ROAD COLUMBUS OH 43210 316025986 501(C)(3) 50000 0 HRS RESEARCH FELLOWSHIP AWARD PROTON INTELLIGENCE 501 VETERANS ROAD GIBSONS BC CA VON 1V4 30000 0 HRX PITCH COMPETITION - 1ST PLACE AWARD (FY24) RCE TECHNOLOGIES 2292 FARADAY AVENUE SUITE 19 CARLSBAD CA 92008 15000 0 HRX PITCH COMPETITION - 2ND PLACE AWARD (FY24) KARDIODIAGNOSTIX 428 GASPEREAU RUN MS CA B3E0R4 10000 0 HRX PITCH COMPETITION - 3RD PLACE AWARD (FY24) BAYLOR COLLEGE OF MEDICINE PO BOX 301207 DALLAS TX 75503 199778090 501(C)(3) 50000 0 HRS RESEARCH FELLOWSHIP AWARD 4 3 ERIC N. PRYSTOWSKY LECTURESHIP AWARD 1 2000 ERIC N. PRYSTOWSKY EARLY CAREER RESEARCHER AWARD 1 2000 ERIC N. PRYSTOWSKY EARLY CAREER RESEARCHER AWARD 1 2000 FOUNDERS' LECTURESHIP AWARD 2 1666 HIGHEST SCORING ABSTRACT IN THE ALLIED PROFESSIONALS CATEGORY 1 1500 HIGHEST SCORING ABSTRACT IN THE QUALITY IMPROVEMENT CATEGORY 1 1500 HIGHEST SCORING ABSTRACT IN THE WOMEN IN EP CATEGORY 1 1500 JOAN AND DOUGLAS P. ZIPES PUBLICATION OF THE YEAR AWARD 1 500 MOST INNOVATIVE ABSTRACT AWARD 1 2500 RALPH LAZZARA LECTURESHIP AWARD 1 2000 WILTON W. WEBSTER LECTURESHIP AWARD 1 2000 DEI ABSTRACT AWARD FINALIST 2 1500 YIA NOMINEE: YOUNG INVESTIGATORS AWARD: FIRST PRIZE (BASIC) + (CLINICAL) 1 1000 YIA NOMINEE: YOUNG INVESTIGATORS AWARD: HONORABLE MENTION (BASIC) 2 1000 YIA NOMINEE: YOUNG INVESTIGATORS AWARD: HONORABLE MENTION(CLINICAL) 1 500 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. 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. 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. 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. THE SUBMISSION PERIOD IS TYPICALLY MID-OCTOBER THROUGH MID-DECEMBER. 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 A BLAKE CHIEF EXECUTIVE OFFICER 524678 0 118169 0 212122 0 159169 0 36232 0 1050370 0 207632 0 TIMOTHY GREGORY CHIEF LEARNING OFFICER 262257 0 30000 0 0 0 41488 0 25710 0 359455 0 0 0 ERIC BOOTH CHIEF FINANCIAL OFFICER 254056 391 24962 38 0 0 15261 24 34015 52 328294 505 0 0 KENNETH J DEMITH CHIEF EXPERIENCE OFFICER 254462 7040 19462 538 0 0 15779 437 12837 355 302540 8370 0 0 SIMINTHA ESSON CHIEF STRATEGY OFFICER THRU 10/27/23 228493 0 0 0 39362 0 24306 0 15612 0 307773 0 0 0 ANNE MARIE SMITH VICE PRESIDENT, ED PRACTICE IMPROVEM 217116 0 9500 0 0 0 31257 0 15286 0 273159 0 0 0 PAMELA E MAGNANI CHIEF DEVELOPMENT & INNOVATION OFFIC 220821 0 11000 0 0 0 23821 0 1600 0 257242 0 0 0 GERMAINE A LUTMAN SCHAEFER ASSOC. VP, MEETINGS & EVENTS 198391 0 6700 0 0 0 22682 0 12798 0 240571 0 0 0 KRISTOPHER J MURPHY ASSOC. VP, MEMBERSHIP & MARKETING CO 189909 684 5978 22 0 0 21338 77 12304 44 229529 827 0 0 STEPHEN SYE ASSOC. VP, DIGITAL PLATFORMS & DATA 175607 0 6000 0 0 0 18730 0 8460 0 208797 0 0 0 LORI MONTELEONE ASSOC. VP, PUBLICATIONS & SR. MANAGI 168397 0 5600 0 0 0 21832 0 12847 0 208676 0 0 0 LINE 4A DURING CALENDAR YEAR 2023, SIMINTHA ESSON RECEIVED A SEVERANCE PAYMENT OF $39,362. LINE 4B DURING CALENDAR YEAR 2023, THE SOCIETY 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 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 IX, LINE 11G CONSULTING SERVICES: PROGRAM SERVICE EXPENSES 354,004. MANAGEMENT AND GENERAL EXPENSES 74,244. FUNDRAISING EXPENSES 19,073. TOTAL EXPENSES 447,321. CONTRACTED SERVICES - CONTENT DEVELOPMENT: PROGRAM SERVICE EXPENSES 370,419. MANAGEMENT AND GENERAL EXPENSES 17,836. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 388,255. CONTRACTED SERVICES - DECORATOR: PROGRAM SERVICE EXPENSES 602,642. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 602,642. CONTRACTED SERVICES - ELECTRICAL: PROGRAM SERVICE EXPENSES 40,968. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 40,968. CONTRACTED SERVICES - GRAPHICS DESIGN: PROGRAM SERVICE EXPENSES 46,674. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 7,500. TOTAL EXPENSES 54,174. CONTRACTED SERVICES - OTHER LABOR: PROGRAM SERVICE EXPENSES 111,171. MANAGEMENT AND GENERAL EXPENSES 40,912. FUNDRAISING EXPENSES 2,963. TOTAL EXPENSES 155,046. CONTRACTED SERVICES - PAYROLL PROCESSING: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 44,477. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 44,477. CONTRACTED SERVICES - PHOTOGRAPHER: PROGRAM SERVICE EXPENSES 30,597. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 814. TOTAL EXPENSES 31,411. CONTRACTED SERVICES - REGISTRATION/HOUSING: PROGRAM SERVICE EXPENSES 198,416. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 198,416. CONTRACTED SERVICES - SECURITY: PROGRAM SERVICE EXPENSES 92,252. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 92,252. LICENSING: PROGRAM SERVICE EXPENSES 1,286. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,286. COPYRIGHT, PATENT & TRADEMARK FEES: PROGRAM SERVICE EXPENSES 87. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 87. HONORARIA FEES: PROGRAM SERVICE EXPENSES 22,500. MANAGEMENT AND GENERAL EXPENSES 10,000. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 32,500. PENALTIES: PROGRAM SERVICE EXPENSES 41,049. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 41,049. PLACEMENT FEES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 14,491. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 14,491. HEART RHYTHM FOUNDATION 1325 G STREET SUITE 500 WASHINGTON DC 20005 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 SUITE 500 WASHINGTON DC 20005 042917754 SEE SCHEDULE R, PART VII MA 501(C)(6) N/A 0 HRS CONSULTING SERVICES INC 1325 G STREET NW SUITE 500 WASHINGTON DC 20005 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 1 IBHRE Q 533786 CASH REIMBURSEMENTS IBHRE N 29795 ALLOCATED COSTS IBHRE O 527410 ALLOCATED PAYROLL 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.