HEART FAILURE SOCIETY OF AMERICA INC: Form 990, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- HEART FAILURE SOCIETY OF AMERICA INC (EIN 06-1416238)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-09-21
- IRS object ID
- 202632649349300248
- Schema version
- 2025v4.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-09-21T10:33:28-07:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 521185156 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Lydon Fetterolf Corydon PA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9401 Key West Avenue | AddressLine1Txt |
| City | Rockville | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 20850 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 061416238 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Heart Failure Society of America Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HEAR | BusinessNameControlTxt |
| Phone | 3013128635 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 N Washington St 10009 | AddressLine1Txt |
| City | ROCKVILLE | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 20849 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | John Barnes | PersonNm |
| Person Title | CEO | PersonTitleTxt |
| Signature | 2026-09-21 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeff Corydon IV CPA CFP | PreparerPersonNm |
| PTIN | P00297218 | PTIN |
| Phone | 3019484400 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | John Barnes | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 N Washington St 10009 | AddressLine1Txt |
| City | ROCKVILLE | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 20849 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $11,332,537 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | HFSA.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1995 | FormationYr |
| Legal Domicile State | CT | LegalDomicileStateCd |
| Activity Or Mission | Provide a platform to improve and expand heart failure care through collaboration, education, innovation, research and advocacy. | ActivityOrMissionDesc |
| Voting Members Governing Body | 11 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 11 | VotingMembersIndependentCnt |
| Total Employee | 20 | TotalEmployeeCnt |
| Total Volunteers | 153 | TotalVolunteersCnt |
| Total Gross UBI | $11,425 | TotalGrossUBIAmt |
| PY Contributions Grants | $1,341,101 | PYContributionsGrantsAmt |
| CY Contributions Grants | $609,865 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $2,176,661 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $6,840,069 | CYProgramServiceRevenueAmt |
| PY Investment Income | $302,075 | PYInvestmentIncomeAmt |
| CY Investment Income | $747,407 | CYInvestmentIncomeAmt |
| PY Other Revenue | $334,040 | PYOtherRevenueAmt |
| CY Other Revenue | $1,262,415 | CYOtherRevenueAmt |
| PY Total Revenue | $4,153,877 | PYTotalRevenueAmt |
| CY Total Revenue | $9,459,756 | CYTotalRevenueAmt |
| CY Grants And Similar Paid | $254,190 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $3,206,208 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $3,313,274 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $202,628 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $3,519,251 | PYOtherExpensesAmt |
| CY Other Expenses | $4,420,567 | CYOtherExpensesAmt |
| PY Total Expenses | $6,725,459 | PYTotalExpensesAmt |
| CY Total Expenses | $7,988,031 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$2,571,582 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $1,471,725 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $10,733,696 | TotalAssetsBOYAmt |
| Total Assets EOY | $9,825,009 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $4,665,158 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,983,732 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $6,068,538 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $7,841,277 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | Provide a platform to improve and expand heart failure care through collaboration, education, innovation, research and advocacy. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $2,964,117 | ExpenseAmt |
| Revenue | $4,347,532 | RevenueAmt |
| Desc | Annual Scientific Meeting (ASM):The HFSA Annual Scientific Meeting (ASM) is the Societys flagship educational and scientific conference, bringing together the multidisciplinary heart failure community to share research, advance clinical knowledge, and discuss emerging therapies and innovations in heart failure care. Following the cancellation of ASM 2024 due to Hurricane Helene, HFSA successfully convened the 2025 Annual Scientific Meeting in Minneapolis, Minnesota, providing an important forum for education, collaboration, and scientific exchange. The meeting featured a comprehensive program spanning basic, translational, and clinical science; advanced heart failure and transplantation; mechanical circulatory support; prevention; health equity; and emerging technologies. In 2025, ASM featured 56 educational sessions, three plenary presentations, more than 500 scientific abstracts, and 7 moderated eposter and oral abstract presentation sessions. The meeting attracted 2,494 attendees, including physicians, advanced practice providers, nurses, pharmacists, researchers, trainees, and other healthcare professionals from across the United States and internationally. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,507,476 | ExpenseAmt |
| Revenue | $684,307 | RevenueAmt |
| Desc | Education and ProgramsPrograms aimed at education for the entire heart failure team, including cardiologists, nurses, pharmacists, physician assistants, etc. The 2025 initiatives include the Heart Failure Seminars, Contemporary Issues in Heart Failure, CardioHub, and Heart Failure Certification (HF-Cert) Bootcamp. 1) Heart Failure Seminars In 2025, the series addressed important clinical and practice-based topics, including Heart Failure Devices, Cardio-Oncology, Palliative Care in Advanced Heart Failure, Pulmonary Hypertension and Right Ventricular Failure, and Assessment of Heart Failure Patients for Advanced Therapies. Several programs were developed in conjunction with HFSA Scientific Statements, helping translate HFSA guidance into practical clinical education.The series serves a broad spectrum of the heart failure care team, including physicians, nurse practitioners, physician assistants, pharmacists, registered nurses, trainees, and other healthcare professionals. Through expert-led education on diverse areas of heart failure management, the seminar series supports continuing professional education and multidisciplinary collaboration in the care of patients with heart failure. In 2025, the series included five educational programs and engaged 794 live registrants. In addition, 645 healthcare professionals purchased OnDemand access to seminar content, extending the availability of these educational resources beyond the live events. 2) Contemporary Issues in Heart Failure Designed to complement the 2024 HFSA AHFTC Board Certification Review OnDemand program, HFSA launched the Contemporary Issues in Heart Failure OnDemand educational bundle in 2025. This educational offering provides additional learning opportunities for healthcare professionals caring for patients with advanced heart failure and transplantation. While the Board Certification Review Course focuses on foundational knowledge relevant to board examination preparation, Contemporary Issues in Heart Failure addresses clinical topics and challenges encountered in practice. The bundle includes 11 expert-led presentations, each approximately 30 minutes in length, covering emerging therapies, evolving treatment approaches, and complex clinical decision-making in advanced heart failure and transplantation. The program serves physicians, advanced practice providers, pharmacists, nurses, trainees, and other healthcare professionals involved in the care of patients with heart failure. In its first year, launched mid-year, 19 healthcare professionals purchased access to the educational bundle. Through evidence-based educational content, the program supports continuing professional education and provides additional resources to enhance understanding of contemporary issues in advanced heart failure and transplantation. 3) CardioHub HFSA continued and expanded the CardioBites program, rebranding as CardioHub as to encompass multiple types of products. CardioBites is a micro-learning program that is targeted to the busy heart failure care team to provide information on one topic in a three-minute video. Two series initially launched in 2024 were completed in 2025. The Congestion series had three modules and an infographic released in 2025. The Inflammation series also had three modules released in 2025. A new CardioBites series was launched in 2025. CardioBites: HCM is a four-part module series. 2025 also launched three new CardioHub products: CardioBites+, CardioAbstracts, and Cardio Town Halls. CardioBites+ are like the original microlearning CardioBite product but produce longer videos (8-10 minutes rather than 3 minutes) with a single moderator interacting with different faculty over the module series. The CardioBites+ Amyloidosis series released three modules and an infographic. CardioAbstracts are live 45-minute webinar events, featuring video summations of select abstracts which are followed by expert-led discussions on recently presented clinical trial data in a convenient, interactive format, extending the reach of key clinical trial findings. Two CardioAbstract events were held in 2025, on the topics of New ATTR-CM Data, and HF + Kidney Link. Cardio Town Halls are also a 30-minute live seminar which features Q&A with leading clinicians. The events are recorded, and the videos and downloadable resources are available for OnDemand learning. The Cardio Town Hall: Amyloidosis series consisted of four live events, three of which were launched in 2025. 4) HF-Cert Bootcamp HFSA continued sales of its three 90-minute HF-Cert Bootcamp webinars. These three seminars offered a comprehensive study tool for the HF-Cert examination. 5) 2025 Accredited Educational Impact In 2025, HFSA delivered 35 accredited educational activities13 live courses, 19 enduring materials, and 3 manuscript reviewsengaging a total of 2,680 participants across the heart failure care team. These programs provide accessible, high-quality learning opportunities designed to enhance skills, foster collaboration, and ultimately improve patient outcomes. Education Partner Programs Given the cancellation of the 2024 Annual Meeting, HFSA pivoted to delivering high-quality continuing education by transitioning approved satellite programming to virtual and on-demand formats. This approach ensured that healthcare professionals continued to have access to timely, evidence-based education despite the unforeseen circumstances. The virtual educational portfolio addressed many of the most pressing topics in contemporary heart failure care, including advances in heart failure prevention and management, integration of SGLT2 inhibitors across the spectrum of heart failure, recognition and treatment of transthyretin cardiac amyloidosis, innovations in hypertrophic cardiomyopathy management through cardiac myosin inhibition, and the role of intravenous iron therapy for patients with iron deficiency and heart failure. Learner engagement demonstrated the continued demand for accessible, expert-led education. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $828,258 | ExpenseAmt |
| Revenue | $621,416 | RevenueAmt |
| Desc | The Journal of Cardiac Failure (JCF)The Journal of Cardiac Failure (JCF) Family of Journals is the preeminent source for high-quality, innovative science in the field of heart failure and its intersections with diverse disciplines and specialties within the cardiovascular community. As the official journals of the Heart Failure Society of America (HFSA), both JCF and JCF-Intersections are dedicated to advancing knowledge, promoting collaboration, and fostering inclusivity.In 2025, the main JCF Journal published 331 articles, which were 15% of market share based on over 1800 submissions. The Impact Factor for the journal reached 8.2, placing it 19th out of 230 cardiology journals listed. In addition, the journal reached over 1.1 million downloads of articles.JCF-Intersections, the JCF daughter journal, was fully launched in 2025, with appointments of an Editor-in-Chief and full editorial board. The journal published two issues and had 277 submissions.In addition to the 12 monthly issues published, JCF published three HFSA Scientific Statements, along with the updated HF Stats document. The journal also launched its 4th iteration of the JCF Peer Reviewer Mentorship Program. All previous issues and papers published by JCF can be found at www.onlinejcf.com and at https://www.onlinejcfi.org/ | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp (7 entries)
| ExpenseExpenseAmt | DescDesc | GrantGrantAmt |
|---|---|---|
| $395,075 | Science and Research ProgramsHFSA's Science and Research programs advance the generation, dissemination, and application of evidence to improve the prevention, diagnosis, treatment, and outcomes of patients living with heart failure. Through scientific statements, research initiatives, national data resources, and collaborative research networks, HFSA supports healthcare professionals, researchers, policymakers, and healthcare organizations by providing evidence-based guidance, fostering scientific collaboration, and promoting innovation in heart failure care. | |
| $325,735 | Heart Failure Research Network (HFRN)The Heart Failure Research Network (HFRN) is HFSA's national collaborative research initiative that connects academic medical centers, health systems, community practices, and clinical investigators engaged in heart failure research. In 2025, HFRN provided opportunities for collaboration, information exchange, and professional engagement through networking activities, educational programming, and discussions focused on advancing heart failure clinical research and improving the clinical trial ecosystem. By fostering collaboration among investigators and research sites, HFRN supports the development and evaluation of therapies designed to improve outcomes for patients living with heart failure. | $254,190 |
| $292,507 | Governance | |
| $50,983 | Practice and Patient Programs1)Optimal Medical Therapy in Heart failure Certificate Program (OMT-HF)The Optimal Medical Therapy in Heart Failure Certificate Program (OMT-HF) directly supports HFSAs mission to improve heart failure care by equipping non-specialist healthcare providers with the knowledge and tools needed to confidently prescribe and optimize guideline-directed medical therapy (GDMT). Developed to address critical gaps in the implementation of GDMT, the program delivers a structured, evidence-based curriculum that translates complex guidelines into practical clinical decision-making.A total of 423 learners participated in the program during the reporting period, representing a multidisciplinary audience that included 180 nurses, 71 physicians, 55 pharmacists, 25 physician assistants, and 93 additional healthcare professionals. Learner engagement remained strong, with 196 participants completing the program with 194 of those learners claiming continuing education credits.Additionally, a Cleveland Clinic pre- and post-survey analysis demonstrated that program completion significantly improved prescriber comfort with outpatient guideline-directed medical therapy (GDMT) prescribing, dosing, monitoring, and side-effect management across all medication classes, with findings published in the Journal of Cardiac Failure (JCF).Through its multidisciplinary reach and focus on evidence-based clinical education, the OMT Certification Program continues to improve healthcare provider competency and promote more consistent, high-quality heart failure care nationwide.2) Heart Failure Patient & Caregiver Webinar SeriesHFSA Patient & Caregiver Webinar Series, enables a broader reach to more patients and caregivers across the country. In 2025, the series consisted of four webinars, each drawing between 150200 registrants.The goal of the Patient & Caregiver Webinar Series is to provide easy-to-understand, engaging education on all aspects of heart failure, empower patients and caregivers to actively engage in conversations about treatment and management with their healthcare providers, and encourage the use of available resources. The following webinars were held in 2025 as part of the HFSA Heart Failure Patient and Caregiver Series and collectively garnered a total of 596 registrations:Heart Failure Basics: An overview of HF, including causes, symptoms, diagnosis, and initial treatment options.Heart Failure & Obesity: Insights into the relationship between HF and obesity, discussing the impact of weight management on heart health and overall prognosis.Understanding and Managing ATTR Amyloidosis: A foundational overview of ATTR Amyloidosis, including the differences between hereditary and wild-type forms.Heart Failure Devices and Monitoring: Information on various medical devices used in HF treatment and how continuous monitoring can help in managing the condition effectively.The HFSA Heart Failure Patient & Caregiver Webinar Series educational sessions are archived on the HFSA website and YouTube, where patients, caregivers, and family members can access them on demand at no cost. This expanded, on-demand availability has significantly increased the programs reach, resulting in over 5,300 views to date. By making these resources free of charge, HFSA continues to empower and educate a broader audience beyond the live events. | |
| Scientific StatementsIn 2025, HFSA published two scientific statements to advance evidence-based care in heart failure:The Continuum of Prevention and Heart Failure in Cardiovascular Medicine: A Joint Scientific Statement from the Heart Failure Society of America and The American Society for Preventive CardiologyThe use of Left Ventricular Ejection Fraction in the Diagnosis and Management of Heart Failure. A Clinical Consensus Statement of the Heart Failure Association (HFA) of the ESC, the Heart Failure Society of America (HFSA), and the Japanese Heart Failure Society (JHFS)These statements and supplemental publications provided actionable clinical guidance, supported healthcare provider education, and were cited in national policy discussions to promote high-quality, standardized care. | ||
| HF StatsHF Stats is HFSA's national heart failure data initiative, developed to provide reliable and accessible statistics on the prevalence, burden, outcomes, treatment, and economic impact of heart failure in the United States. In 2025, HFSA published the annual HF Stats Report in the Journal of Cardiac Failure and continued to maintain HFStats.org, an online resource offering searchable data, reports, figures, fact sheets, and educational materials. These resources support clinicians, researchers, policymakers, advocates, and the public by improving access to evidence-based information and advancing efforts to improve heart failure prevention, treatment, and outcomes. | ||
| Devices Meeting The Device Task Force organized a single day event, Devices in Heart Failure Meeting: From Mechanisms to Implementation, held immediately before the 2025 ASM. The meeting featured six didactic lecture sessions, two Hands On sessions, and two industry-focused competitive sessions geared towards device companies running trials in early stages. It also included an exhibit hall with 43 exhibitors and included vendor demonstrations from attending industry. 334 attendees purchased the Device Meeting add-on in addition to the ASM, and 84 registrants purchased Device Meeting access only. |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $1,064,300 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $254,190 | TotalOtherProgSrvcGrantAmt |
| Total Program Service Expenses | $6,364,151 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | false | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | false | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 51 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 20 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Form8282 Filed | 0 | Form8282FiledCnt |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Form8899 Filedind | false | Form8899Filedind |
| Form1098 C Filed | false | Form1098CFiledInd |
| DAF Excess Business Holdings | false | DAFExcessBusinessHoldingsInd |
| Taxable Distributions | false | TaxableDistributionsInd |
| Distribution To Donor | false | DistributionToDonorInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 11 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 11 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (true) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (true) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOORI JEON | PersonNm |
| Phone | 3013128635 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 N Washington St 10009 | AddressLine1Txt |
| City | ROCKVILLE | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 20849 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (19 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd |
|---|---|---|---|---|---|---|---|
| John Barnes | |||||||
| CEO | 40.00 | 0.00 | Yes (X) | $472,862 | $0 | $57,067 | |
| Joori Jeon | |||||||
| COO | 40.00 | 0.00 | Yes (X) | $306,232 | $0 | $41,213 | |
| Kristine Fridgen | |||||||
| VP-Meetings and Education | 40.00 | 0.00 | $204,308 | $0 | $23,903 | ||
| Michelle Poinelli | |||||||
| Director of Dev't | 40.00 | 0.00 | $135,482 | $0 | $41,933 | ||
| Deborah Zeldow | |||||||
| Dir.-Scie/Research | 40.00 | 0.00 | $164,480 | $0 | $10,447 | ||
| Kelly Ventura | |||||||
| Dir. of Membership | 40.00 | 0.00 | $158,909 | $0 | $10,097 | ||
| Dawn Brennaman | |||||||
| Dir.-Patient Prog | 40.00 | 0.00 | $152,367 | $0 | $9,688 | ||
| Shauna Brown | |||||||
| Director of Educ. | 40.00 | 0.00 | $117,348 | $0 | $40,261 | ||
| Michael Givertz | |||||||
| President Elect | 1.20 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| Anekwe Onwuanyi | |||||||
| Director | 1.20 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| Martha Abshire Saylor | |||||||
| Director | 1.20 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| Mitch Psotka | |||||||
| Director | 1.20 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| Colleen McLlvennan | |||||||
| Secretary | 1.20 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| Ken Margulies | |||||||
| President | 1.20 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| Natalie Pierson | |||||||
| Director | 1.20 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| Nancy Sweitzer | |||||||
| Treasurer | 1.20 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| Orly Vardeny | |||||||
| Director | 1.20 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| Kavita Sharma | |||||||
| Director | 1.20 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| Michael Felker | |||||||
| Past President | 1.20 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,711,988 | TotalReportableCompFromOrgAmt |
| Total Other Compensation | $234,609 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 8 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| Freeman | |||||
| PO Box 734596 | Dallas | TX | 75373 | ASM Exhibits/Auto Visual | $1,076,983 |
| The Bridger Group | |||||
| PO Box 630901 | Littleton | CO | 80163 | Professional Services | $132,800 |
| Maritz Global Events -AT&L Inc | |||||
| 1375 North Highway Drive | Fenton | MO | 63099 | ASM Regist. Contractor | $125,540 |
| RSM US LLP | |||||
| 5155 Paysphere Circle | Chicago | IL | 60674 | Accounting | $127,884 |
| Margaret A Clark Writer LLC | |||||
| 7133 Highcrest Ridge Drive | Chesterfield | VA | 23838 | Publishing | $198,725 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 8 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $609,865 | AllOtherContributionsAmt |
| Total Contributions | $609,865 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (4 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| Annual Meeting | 541900 | $4,347,532 | $4,347,532 | |
| Education and Programs | 541900 | $74,442 | $74,442 | |
| Member Dues | 541900 | $1,796,679 | $1,796,679 | |
| Publications | 541900 | $621,416 | $609,991 | $11,425 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $6,840,069 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $270,523 | TotalRevenueColumnAmt |
| Exclusion | $270,523 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,348,716 | SecuritiesAmt |
| Other | $949 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,871,425 | SecuritiesAmt |
| Other | $1,356 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $477,291 | SecuritiesAmt |
| Other | -$407 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $476,884 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | -$407 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $477,291 | ExclusionAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| Insurance Settlement | 900099 | $950,000 | $950,000 |
| Other Income | 900099 | $312,415 | $312,415 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $1,262,415 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $9,459,756 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $8,090,652 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $11,425 | UnrelatedBusinessRevenueAmt |
| Exclusion | $747,814 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $254,190 | TotalAmt |
| Program Services | $254,190 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,105,583 | TotalAmt |
| Program Services | $960,282 | ProgramServicesAmt |
| Management And General | $117,330 | ManagementAndGeneralAmt |
| Fundraising | $27,971 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,802,011 | TotalAmt |
| Program Services | $1,133,772 | ProgramServicesAmt |
| Management And General | $536,482 | ManagementAndGeneralAmt |
| Fundraising | $131,757 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $92,492 | TotalAmt |
| Program Services | $57,190 | ProgramServicesAmt |
| Management And General | $27,889 | ManagementAndGeneralAmt |
| Fundraising | $7,413 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $130,828 | TotalAmt |
| Program Services | $82,273 | ProgramServicesAmt |
| Management And General | $38,440 | ManagementAndGeneralAmt |
| Fundraising | $10,115 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $182,360 | TotalAmt |
| Program Services | $129,475 | ProgramServicesAmt |
| Management And General | $41,943 | ManagementAndGeneralAmt |
| Fundraising | $10,942 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $41,683 | TotalAmt |
| Program Services | $41,683 | ProgramServicesAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $182,279 | TotalAmt |
| Management And General | $182,279 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $24,993 | TotalAmt |
| Management And General | $24,993 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,057,466 | TotalAmt |
| Program Services | $875,106 | ProgramServicesAmt |
| Management And General | $182,360 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,456 | TotalAmt |
| Program Services | $764 | ProgramServicesAmt |
| Management And General | $12,692 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $80,788 | TotalAmt |
| Program Services | $1,076 | ProgramServicesAmt |
| Management And General | $79,712 | ManagementAndGeneralAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $28,524 | TotalAmt |
| Management And General | $28,524 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $578,696 | TotalAmt |
| Program Services | $524,726 | ProgramServicesAmt |
| Management And General | $46,725 | ManagementAndGeneralAmt |
| Fundraising | $7,245 | FundraisingAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,817,392 | TotalAmt |
| Program Services | $1,806,956 | ProgramServicesAmt |
| Management And General | $4,171 | ManagementAndGeneralAmt |
| Fundraising | $6,265 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,320 | TotalAmt |
| Management And General | $17,320 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,743 | TotalAmt |
| Management And General | $12,743 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| Journal and Publications | $268,193 | $268,193 | ||
| Miscellaneous | $147,125 | $129,940 | $16,300 | $885 |
| Bank fees | $76,894 | $55,184 | $21,710 | |
| Taxes and licenses | $30,050 | $30,000 | $50 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $42,965 | TotalAmt |
| Program Services | $13,341 | ProgramServicesAmt |
| Management And General | $29,589 | ManagementAndGeneralAmt |
| Fundraising | $35 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,988,031 | TotalAmt |
| Program Services | $6,364,151 | ProgramServicesAmt |
| Management And General | $1,421,252 | ManagementAndGeneralAmt |
| Fundraising | $202,628 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,358,365 | BOYAmt |
| EOY | $516,630 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $766,359 | BOYAmt |
| EOY | $1,481,392 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $137,875 | BOYAmt |
| EOY | $37,875 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $533,836 | BOYAmt |
| EOY | $243,786 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $142,686 | BOYAmt |
| EOY | $108,793 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $212,284 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $187,750 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $31,241 | BOYAmt |
| EOY | $24,534 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,730,931 | BOYAmt |
| EOY | $7,339,304 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $32,403 | BOYAmt |
| EOY | $72,695 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,733,696 | BOYAmt |
| EOY | $9,825,009 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $952,912 | BOYAmt |
| EOY | $1,023,322 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,121,371 | BOYAmt |
| EOY | $850,779 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,590,875 | BOYAmt |
| EOY | $109,631 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,665,158 | BOYAmt |
| EOY | $1,983,732 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,818,154 | BOYAmt |
| EOY | $7,816,277 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $250,384 | BOYAmt |
| EOY | $25,000 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,068,538 | BOYAmt |
| EOY | $7,841,277 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,733,696 | BOYAmt |
| EOY | $9,825,009 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $1,471,725 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $301,014 | NetUnrlzdGainsLossesInvstAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,622,958 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,249,179 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,275,892 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,991,078 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,406,544 | CurrentTaxYearAmt |
| Total | $11,545,651 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,849,322 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,970,143 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,534,698 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $467,934 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $5,031,965 | CurrentTaxYearAmt |
| Total | $18,854,062 | TotalAmt |
Gross Receipts Non Unrlt Bus GrossReceiptsNonUnrltBusGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft509 TaxRevLeviedOrgnztnlBnft509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl509 GovtFurnSrvcFcltsVl509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,472,280 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $7,219,322 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $6,810,590 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,459,012 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $7,438,509 | CurrentTaxYearAmt |
| Total | $30,399,713 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $88,934 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $51,265 | CurrentTaxYearMinus3YearsAmt |
| Total | $140,199 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $88,934 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $51,265 | CurrentTaxYearMinus3YearsAmt |
| Total | $140,199 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $30,259,514 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $134,318 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $154,157 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $257,589 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $267,086 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $270,523 | CurrentTaxYearAmt |
| Total | $1,083,673 | TotalAmt |
Post1975 UBTI Post1975UBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | $22,600 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $58,750 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $11,425 | CurrentTaxYearAmt |
| Total | $92,775 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $134,318 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $154,157 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $280,189 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $325,836 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $281,948 | CurrentTaxYearAmt |
| Total | $1,176,448 | TotalAmt |
Net Income From Other UBI NetIncomeFromOtherUBIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | $148,267 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $286,536 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,262,415 | CurrentTaxYearAmt |
| Total | $1,697,218 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,606,598 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $7,373,479 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $7,239,046 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,071,384 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $8,982,872 | CurrentTaxYearAmt |
| Total | $33,273,379 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.90940 | PublicSupportCY509Pct |
| Public Support PY509 | 0.92410 | PublicSupportPY509Pct |
| Investment Income CY | 0.03540 | InvestmentIncomeCYPct |
| Investment Income PY | 0.03530 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $41,329 | OtherCostOrOtherBasisAmt |
| Depreciation | $20,886 | DepreciationAmt |
| Book Value | $20,443 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $170,955 | OtherCostOrOtherBasisAmt |
| Depreciation | $166,864 | DepreciationAmt |
| Book Value | $4,091 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $24,534 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| 457 Plan Liability | $72,695 |
| Annual Meeting Refunds Payable | $36,936 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $109,631 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $9,735,777 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $301,014 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $301,014 | RevenueNotReportedAmt |
| Revenue Subtotal | $9,434,763 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $24,993 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $24,993 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $9,459,756 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $7,963,038 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Subtotal | $7,963,038 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $24,993 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $24,993 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $7,988,031 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part X : FIN48 Footnote | FormAndLineReferenceDesc |
| Explanation | The Society follows the accounting standard on accounting for uncertainty in income taxes, which addresses the determination of whether tax benefits claimed or expected to be claimed on a tax return should be recorded in the financial statements. Under this guidance, the Society may recognize the tax benefit from an uncertain tax position only if it is more likely than not that the tax position will be sustained on examination by taxing authorities, based on the technical merits of the position. The tax benefits recognized in the financial statements from such a position are measured based on the largest benefit that has a greater than 50% likelihood of being realized upon ultimate settlement. The guidance on accounting for uncertainty in income taxes also addresses de-recognition, classification, interest and penalties on income taxes, and accounting in interim periods.Management evaluated the Society's tax positions and concluded that the Society had taken no uncertain tax positions that require adjustment to the financial statements to comply with the provisions of this guidance. Currently, the tax years open and subject to examination by the Internal Revenue Service are 2022, 2023, and 2024 tax years. | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Valuation Method UsedValuationMethodUsedDesc | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|---|
| Brigham and Womens Hospital | |||||||||
| 75 Francis St | Boston | MA | 02115 | 042312909 | 501(C)(3) | $75,000 | $0 | FMV | Research |
| Cleveland Clinic Foundation | |||||||||
| 6801 Brecksville RD RK1-85 | Independence | OH | 44131 | 340714585 | 501(c)(3) | $30,000 | $0 | FMV | Research |
| Medstar Health Res Institute | |||||||||
| 10980 Grantchester Way | Columbia | MD | 21044 | 526056274 | 501(c)(3) | $74,190 | $0 | FMV | Research |
| University of Utah | |||||||||
| 201 S Presidents Circle | Salt Lake City | UT | 84112 | 876000525 | 501(C)(3) | $75,000 | $0 | FMV | Research |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 0 | Total501c3OrgCnt |
| Total Other Org | 4 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Grantmaker's Description of How Grants are Used | FormAndLineReferenceDesc |
| Explanation | grant funds are awarded based on a formal application process with eligibility guidelines. the grant award specifies limitations of use. grantees receiving more than $40,000 are required to submit a six month and final financial report, detailing expenditures. these reports are reviewed for appropriateness. any funds not spent in accordance with grant guidelines are returned to the grantor | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (true) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (8 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt |
|---|---|---|---|---|---|
| Dawn Brennaman | |||||
| Dir.-Patient Prog | $151,667 | $700 | $9,142 | $546 | $162,055 |
| Deborah Zeldow | |||||
| Dir.-Scie/Research | $163,780 | $700 | $9,869 | $578 | $174,927 |
| John Barnes | |||||
| CEO | $442,140 | $30,722 | $23,500 | $33,567 | $529,929 |
| Joori Jeon | |||||
| COO | $305,532 | $700 | $18,698 | $22,515 | $347,445 |
| Kelly Ventura | |||||
| Dir. of Membership | $158,209 | $700 | $9,534 | $563 | $169,006 |
| Kristine Fridgen | |||||
| VP-Meetings and Education | $203,608 | $700 | $12,271 | $11,632 | $228,211 |
| Michelle Poinelli | |||||
| Director of Dev't | $134,782 | $700 | $8,724 | $33,209 | $177,415 |
| Shauna Brown | |||||
| Director of Educ. | $116,648 | $700 | $7,028 | $33,233 | $157,609 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Line 7: Non-Fixed payments not listed above | FormAndLineReferenceDesc |
| Explanation | The salaried officers of the Organization can earn an annual performance bonus based on predetermined metrics established by the board of directors. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Section A, Line 6 | members consist of professionals connected with the field of cardiovascular disease or failure. |
| Form 990, Part VI, Section B, Line 11b | the CEO and coo reviews the 990 and distributes copies to the audit committee for approval prior to filing. |
| Form 990, Part VI, Section B, Line 12c | all council members disclose potential conflicts on an annual basis. this information is reviewed and monitored by the cme director. |
| Form 990, Part VI, Section B, Line 15a | the process for determining the compensation of the ceo involves review and approval by the executive committee, comparability data (guidestar compensation and benefits study), and contemporaneous substantiation of the approval via amendment of the employment agreement. the performance bonus is determined based on evaluations from the leaders of the society that interact with the ceo. |
| Form 990, Part VI, Section B, Line 15b | Other officer salaries are established by the ceo and president, and are commensurate with market value and experience. |
| Form 990, Part VI, Section C, Line 19 | copies of the Form 990, and other documents are made available upon request. Audited financials and the form 990 are also available on the HFSA website. |
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