2026-03-12T15:59:51-05:00 2025-09-30 202153727 SB & COMPANY LLC 10200 GRAND CENTRAL AVE SUITE 250 OWINGS MILLS MD 21117 990 2024-10-01 042694458 HEART RHYTHM SOCIETY INC HEAR 2024643400 1455 PENNSYLVANIA AVE NW 400 WASHINGTON DC 20004 TIMOTHY GREGORY INTERIM CHIEF EXECUTIVE OFFICER 2024643400 2026-03-10 1 0 MONIQUE BOOKER P00644231 4105840060 2024 2025-03-06 01:10:19Z X TIMOTHY GREGORY 1455 PENNSYLVANIA AVE NW 400 WASHINGTON DC 20004 24416456 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. 16 16 56 354 45000 0 1310568 5041077 17740787 16426987 623134 559329 1118774 1016453 20793263 23043846 359680 244000 0 0 8787197 9544044 0 0 1189732 12264419 13198862 21411296 22986906 -618033 56940 15690899 16905416 5222413 5494118 10468486 11411298 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 6683961 34500 11247918 MEETINGS:HRS2025 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. 5335507 2000 2786989 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.COM ARE THE OFFICIAL WEBSITES OF THE SOCIETY. 6227455 207500 1623289 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. 549167 0 768791 HEALTH, POLICY, AND OTHER 549167 0 768791 18796090 1 1 0 1 0 0 0 0 0 1 1 0 0 0 1 1 0 1 0 0 1 0 1 0 1 0 0 1 1 1 0 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 0 1 234 0 56 1 1 1 0 0 0 0 1 1 1 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 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 1455 PENNSYLVANIA AVE NW 400 WASHINGTON DC 20004 CHRISTOPHER F LIU MD FHRS MEMBER 2.50 X 0 0 0 DANIEL P MORIN MD MPH FHRS ABSTRACT CHAIR 2.50 X 0 0 0 DHANUNJAYA R LAKKIREDDY MBA MD FH VICE PRESIDENT/ PROGRAM CHAIR 5.00 X X 0 0 0 ELAINE Y WAN MD FHRS MEMBER 2.50 X 2000 0 0 JAGMEET P SINGH MD PHD FHRS TREASURER/SECRETARY 2.50 X X 0 0 0 JUNAID AB ZAMAN MA MD PHD CCDS MEMBER 2.50 X 0 0 0 KAMALA P TAMIRISA MD FHRS MEMBER 2.50 X 2000 0 0 KENNETH A ELLENBOGEN MD FHRS PAST PRESIDENT 5.00 X X 0 0 0 KRISTEN B CAMPBELL PHARMD FHRS MEMBER 2.50 X 0 0 0 LUIGI DI BIASE MD PHD FHRS MEMBER 2.50 X 0 0 0 MINA K CHUNG MD FHRS PRESIDENT 11.00 X X 0 0 0 NATALIA A TRAYANOVA PHD FHRS MEMBER 2.50 X 0 0 0 PRASHANTHAN SANDERS MBBS PHD FHRS MEMBER 2.50 X 0 0 0 RAKESH GOPINATHANNAIR MBA MD FHRS MEMBER 2.50 X 1500 0 0 SANA M AL-KHATIB MD MHS FHRS PRESIDENT - ELECT 5.00 X X 2000 0 0 SUSAN P ETHERIDGE MD FHRS CEPS-P MEMBER 2.50 X 2075 0 0 ERIC BOOTH CHIEF FINANCIAL OFFICER 39.80 0.20 X 303910 156 54754 PATRICIA A BLAKE CHIEF EXECUTIVE OFFICER 40.00 X 820800 0 205589 KENNETH J DEMITH CHIEF EXPERIENCE OFFICER 40.00 X 301764 0 64272 PAMELA E MAGNANI CHIEF DEVELOPMENT & INNOVATION OFFICER 40.00 X 273603 0 29925 TIMOTHY GREGORY CHIEF GLOBAL & EDUCATION OFFICER 40.00 X 322331 0 84091 ANNE MARIE SMITH SR. VICE PRESIDENT, PRACTICE IMPROVEMENT 40.00 X 239257 0 21978 GERMAINE A LUTMAN SCHAEFER ASSOCIATE VP MEETINGS & EVENTS 40.00 X 216669 0 17047 KRISTOPHER J MURPHY ASSOC. VP MEMBERSHIP, MKTG & COMMUNICATIONS 39.80 0.20 X 216554 112 38675 LORI MONTELEONE ASSOCIATE VICE PRESIDENT, HRS PUBLICATIONS 40.00 X 190581 0 46600 STEPHEN SYE VICE PRESIDENT, INFORMATION TECHNOLOGY 40.00 X 205270 0 23783 3100314 268 586714 10 0 1 0 FREEMAN AUDIO VISUAL PO BOX 650519 DALLAS TX 75265 EVENT MANAGEMENT SERVICES 1548545 A FASSANO & CO 990 ROUTE 168 SUITE A-2 TURNERSVILLE NJ 08012 MANAGEMENT SERVICES 884203 ELSEVIER INC 3251 RIVERPORT LANE MARYLAND HEIGHTS MO 63043 PUBLISHING SERVICES 477896 SHOWACARE EVENT SOLUTIONS INC 4000-1 PLACE VILLE-MARIE MONTREAL QUEBEC CA H3B 4M4 REGISTRATION AND HOUSING 198384 AMERICAN TECHNOLOGY SERVICES 2751 PROSPERITY AVE SUITE 600 FAIRFAX VA 22031 HOSTING AND CONTENT DEVELOPMENT 182701 29 342535 4698542 31821 5041077 REGISTRATION FEES 900099 6809464 6809464 ANNUAL MEETINGS EXHIBI 900099 4438454 4438454 MEMBERSHIP DUES 900099 2786989 2786989 GRANTS AND SPONSORSHIP 900099 996178 996178 PUBLICATION AND PRODUC 900099 768791 768791 627111 582111 45000 16426987 368363 368363 1093146 1093146 1183547 992581 190966 190966 190966 288736 342535 380029 -91293 -91293 OTHER INCOME 900099 14600 14600 14600 23043846 11943533 45000 6014236 208000 208000 23000 23000 13000 13000 2022673 1091390 925243 6040 5578186 4219740 697260 661186 755962 527531 161156 67275 600798 419253 128078 53467 586425 409223 125014 52188 998490 926031 22751 49708 46205 31199 2013 12993 153983 153983 28895 28895 2047595 1858896 153938 34761 441531 429411 1083 11037 1105065 930078 68194 106793 1598398 1400896 129535 67967 123224 66818 50898 5508 1072203 883693 167562 20948 4314147 4216787 88436 8924 19009 19009 691343 691343 169260 123544 35028 10688 TEMPORARY LABOR 232226 232226 DUES AND SUBSCRIPTIONS 85750 62815 11797 11138 TRAINING & DEVELOPMENT 45316 17234 26233 1849 OTHER EXPENSES 26222 13982 4978 7262 22986906 18796090 3001084 1189732 1443024 1029385 90500 7500 407521 341049 438248 836623 1228087 851844 441434 376243 12835831 14190187 30 30 34311 124399 15690899 16905416 2447451 2097282 2677831 2936272 250000 97131 210564 5222413 5494118 X 8009333 9159245 2459153 2252053 10468486 11411298 15690899 16905416 56940 885872 0 X X 0 1 X 1 0 X 2798586 1382028 1743391 1310568 5041077 12275650 10533633 14563577 16002158 17698786 17988169 76786323 10994 10524 10731 13118 14600 59967 13343213 15956129 17756280 19022472 23043846 89121940 16470 14448 24196 134634 101825 291573 1670307 2348797 2690936 2339321 428058 9477419 1686777 2363245 2715132 2473955 529883 9768992 79352948 1294107 1531431 1474806 1458802 1461509 7220655 1294107 1531431 1474806 1458802 1461509 7220655 297532 297532 14934852 17487560 19231086 20481274 24505355 96640127 0.82110 0.71460 0.07470 0.08270 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 360 360 22911588 22911948 1000000 250000 0 0 1000000 1000000 1000000 1000000 4000000 6000000 51958 48670 1011 360 101999 250000 250000 250000 250000 1000000 1500000 1523 969 505 2997 777802 94088 29133 842757 649598 160316 32112 777802 592119 86206 28727 649598 723352 -116655 14578 592119 603161 138031 17840 723352 0.62400 0.37600 0 0 125149 125149 0 1102938 726695 376243 376243 DEFERRED COMPENSATION - PRINCIPAL 210564 210564 X 24883891 885902 513324 469714 1868940 23014951 28895 28895 23043846 23942895 513324 1162903 1676227 22266668 28895 691343 720238 22986906 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. PART XI, LINE 2D - OTHER ADJUSTMENTS: CONSOLIDATED REVENUE NET OF ELIMINATIONS PER AUDITED STATEMENTS 89,685. DIRECT FUNDRAISING EVENT EXPENSES 380,029. PART XII, LINE 2D - OTHER ADJUSTMENTS: HRA EXPENSES TO BE RECORDED ON HRA 990 779,427. DIRECT FUNDRAISING EVENT EXPENSES 380,029. HRAF EXPENSES TO BE RECORDED ON HRAF 990 3,447. PART XII, LINE 4B - OTHER ADJUSTMENTS: HRS GRANTS TO HRA ELIMINATED IN CONSOLIDATED AUDITED FINANCIAL STATEMENTS 691,343. 0 EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM GRANTS TO RECIPIENTS LOCATED IN THE REGION 23630 EAST ASIA AND THE PACIFIC - AUSTRALIA, BRUNEI, BURMA, CAMBODIA, GRANTS TO RECIPIENTS LOCATED IN THE REGION 8648 SOUTH AMERICA GRANTS TO RECIPIENTS LOCATED IN THE REGION 2794 SUB-SAHARAN AFRICA GRANTS TO RECIPIENTS LOCATED IN THE REGION 13486 0 0 0 0 0 0 48558 0 48558 ERIC N. PRYSTOWSKY EARLY CAREER RESEARCHER AWARD EUROPE (INCLUDING ICELAND & GREENLAND) 1 2000 WIRE FELLOW WITH THE HIGHEST SCORING ABSTRACT EUROPE (INCLUDING ICELAND & GREENLAND) 1 1500 WIRE FOUNDERS' LECTURESHIP AWARD EUROPE (INCLUDING ICELAND & GREENLAND) 1 2000 WIRE YIA NOMINEE: YOUNG INVESTIGATORS AWARD: FIRST PRIZE (BASIC)+(CLINICAL)/YIA FIRST PLACE AWARD PRIZE EUROPE (INCLUDING ICELAND & GREENLAND) 1 1000 WIRE YIA NOMINEE: YOUNG INVESTIGATORS AWARD: FIRST PRIZE (BASIC)+(CLINICAL)/YIA FIRST PRIZE CASH AWARD EUROPE (INCLUDING ICELAND & GREENLAND) 1 1000 WIRE HIGHEST SCORING ABSTRACT IN THE WOMEN IN EP CATEGORY EAST ASIA AND THE PACIFIC 1 1500 WIRE JOAN AND DOUGLAS P. ZIPES PUBLICATION OF THE YEAR AWARD EAST ASIA AND THE PACIFIC 2 2000 WIRE THE ERIC AND BONNIE PRYSTOWSKY FELLOWS CLINICAL RESEARCH FUND EAST ASIA AND THE PACIFIC 1 2000 WIRE 0 0 0 0 0 0 GALA 631271 342535 288736 9585 73591 188018 53441 55394 631271 342535 288736 9585 73591 188018 53441 55394 380029 -91293 1 UNIVERSITY OF CALIFORNIA ONE SHIELDS AVENUE DAVIS CA 95616 946081352 501C3 12500 0 FELLOWSHIP AWARD, CLINICAL RESEARCH AWARD UNIVERSITY OF WASHINGTON 4333 BROOKLYN AVE NE SEATTLE WA 98195 941156365 501C3 50000 0 FELLOWSHIP AWARD, CLINICAL RESEARCH AWARD UNIVERSITY OF ARIZONA PO BOX 41867 TUCSON AZ 85717 742652689 501C3 50000 0 FELLOWSHIP AWARD, CLINICAL RESEARCH AWARD REGENTS OF THE UNIVERSITY OF CA BUILDING A 10TH FLOOR1655 GRANT STREET CONCORD CA 94520 956006143 501C3 37500 0 FELLOWSHIP AWARD, CLINICAL RESEARCH AWARD INOMAGEN THERAPEUTICS INC 400 N ABERDEEN ST SUITE 900 CHICAGO IL 60642 472024034 15000 0 HRX SUPPORT LUMIA HEALTH INC 119 BRAINTREE STREET SUITE 301 ALLSTON MA 02134 850824222 30000 0 HRX SUPPORT CONFORM MEDICAL INC 1330 1ST AVE 321 NEW YORK NY 10021 871158441 10000 0 HRX SUPPORT 4 3 ERIC N. PRYSTOWSKY LECTURESHIP AWARD 1 2000 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 DOUGLAS P. ZIPES LECTURESHIP AWARD 1 2000 RALPH LAZZARA LECTURESHIP AWARD 1 2000 WILTON W. WEBSTER LECTURESHIP AWARD 1 2000 HEALTH EQUITY ABSTRACT AWARD (FORMERLY DEI) 1 1000 YIA NOMINEE: YOUNG INVESTIGATORS AWARD: HONORABLE MENTION (BASIC)/HR25 YIA FINALIST CASH PRIZE 1 500 YIA NOMINEE: YOUNG INVESTIGATORS AWARD: HONORABLE MENTION (BASIC)/ YIA FINALIST CASE PRIZE 1 500 YIA NOMINESS: YOUNG INVESTIGATORS AWARD: HONORABLE MENTION (CLINICAL)/HR25 YIA CASH PRIZE FINALIST 1 500 YIA NOMINESS: YOUNG INVESTIGATORS AWARD: HONORABLE MENTION (CLINICAL/)/HR25 YIA CASH PRIZE FINALIST 1 500 CARDIOVASCULAR RESEARCH FOUNDATION IN HONOR OF ELI S. GANG, MOST INNOVATIVE ABSTRACT AWARD 1 2500 CARDIOVASCULAR RESEARCH FOUNDATION IN HONOR OF WILLIAM J. MANDEL, MOST INNOVATIVE ABSTRACT AWARD 1 2500 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 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://US.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 0 1 0 0 0 0 0 0 0 PATRICIA A BLAKE CHIEF EXECUTIVE OFFICER 543502 0 110075 0 167223 0 161885 0 43704 0 1026389 0 155923 0 TIMOTHY GREGORY CHIEF GLOBAL & EDUCATION OFFICER 284331 0 38000 0 0 0 49552 0 34539 0 406422 0 0 0 KENNETH J DEMITH CHIEF EXPERIENCE OFFICER 274764 0 27000 0 0 0 43587 0 20685 0 366036 0 0 0 ERIC BOOTH CHIEF FINANCIAL OFFICER 272926 140 30984 16 0 0 17135 9 37591 19 358636 184 0 0 PAMELA E MAGNANI CHIEF DEVELOPMENT & INNOVATION OFFIC 246603 0 27000 0 0 0 27808 0 2117 0 303528 0 0 0 ANNE MARIE SMITH SR. VICE PRESIDENT, PRACTICE IMPROVE 229757 0 9500 0 0 0 6451 0 15527 0 261235 0 0 0 KRISTOPHER J MURPHY ASSOC. VP MEMBERSHIP, MKTG & COMMUNI 209558 108 6996 4 0 0 24973 13 13682 7 255209 132 0 0 LORI MONTELEONE ASSOCIATE VICE PRESIDENT, HRS PUBLIC 184331 0 6250 0 0 0 29992 0 16608 0 237181 0 0 0 GERMAINE A LUTMAN SCHAEFER ASSOCIATE VP MEETINGS & EVENTS 209419 0 7250 0 0 0 0 0 17047 0 233716 0 0 0 STEPHEN SYE VICE PRESIDENT, INFORMATION TECHNOLO 196770 0 8500 0 0 0 10685 0 13098 0 229053 0 0 0 PART I, LINE 4B DURING CALENDAR YEAR 2024, THE SOCIETY CONTRIBUTED $77,180 AND $23,000 TO PATRICIA BLAKES' NONQUALIFIED 457 (F) AND 457 (B) PLANS RESPECTIVELY. PATRICIA BLAKE RECEIVED A VESTED $155,923 DISTRIBUTION FROM THE 457(F) NON QUALIFIED PLAN DURING THE YEAR AS WELL. X 3 11950 SALES PRICE DONATED PROP X 2470 SALES PRICE DONATED PROP X 3 1275 SALES PRICE DONATED PROP X 2 1400 SALES PRICE DONATED PROP 0 0 1 0 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. HEART RHYTHM ADVOCATES FOUNDATION 1455 PENNSYLVANIA AVE NW SUITE 400 WASHINGTON DC 20004 200380726 SEE SCHEDULE R, PART VII MA 501(C)(3) LINE 7 HEART RHYTHM SOCIETY 1 INTERNATIONAL BOARD OF HEART RHYTHM EXAMINERS INC 1455 PENNSYLVANIA AVE NW SUITE 400 WASHINGTON DC 20004 042917754 SEE SCHEDULE R, PART VII MA 501(C)(6) N/A 0 HEART RHYTHM ADVOCATES 1455 PENNSYLVANIA AVE NW SUITE 400 WASHINGTON DC 20004 333446429 SEE SCHEDULE R, PART VII MA 501(C)(6) HEART RHYTHM SOCIETY 1 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 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 1 0 0 IBHRE Q 610861 CASH REIMBURSEMENTS IBHRE N 24420 ALLOCATED COSTS IBHRE O 599682 ALLOCATED PAYROLL HRA B 691343 GRANT FOR ALLOCATED SHARE OF FUND HRA N 22100 ALLOCATED COSTS HRA O 385849 ALLOCATED PAYROLL SCHEDULE R, PART II, COLUMN B HEART RYHTHM ADVOCATES FOUNDATION PRIMARY ACTIVITY: FOUNDATION WHOSE MISSION IS TO SUPPORT THE RESEARCH, EDUCATION, AND ADVOCACY EFFORTS OF THE HEART RYHTHM SOCIETY INTERNATIONAL BOARD OF HEART RHYTHM EXAMINERS, INC. PRIMARY ACTIVITY: TO DESIGN AND ADMINISTER EXAMINATIONS TO MEASURE SKILLS IN CARDIAC PACING AND ELECTROPHYSIOLOGY HEART RYHTHM ADVOCATES PRIMARY ACTIVITY: TO ADVOCATE FOR THE CARE OF PATIENTS WITH HEART RHYTHM DISORDER AND THE HEALTHCARE PROFESSIONALS THAT SERVE THEM.