2026-05-12T14:45:05-05:00 2025-09-30 202153727 SB & COMPANY LLC 10200 GRAND CENTRAL AVE SUITE 250 OWINGS MILLS MD 21117 990 2024-10-01 042917754 INTERNATIONAL BOARD OF HEART RHYTHM EXAMINERS INC INTE 2024643400 1455 PENNSYLVANIA AVE NW 400 WASHINGTON DC 20004 TRACY LOFTY-BROWN CHIEF EXECUTIVE OFFICER 2024643400 2026-04-17 1 0 MONIQUE BOOKER P00644231 4105840060 2024 2025-03-06 01:10:19Z X TRACY LOFTY-BROWN 1455 PENNSYLVANIA AVE NW 400 WASHINGTON DC 20004 2244085 0 X WWW.IBHRE.ORG X 1986 MA TO DESIGN AND ADMINISTER EXAMINATIONS TO MEASURE COMPETENCY IN CARDIAC PACING AND ELECTROPHYSIOLOGY. 16 16 3 129 0 0 0 0 1297576 1301943 153854 390223 1029 981 1452459 1693147 1000 1875 0 0 527408 640644 0 0 0 884791 668871 1413199 1311390 39260 381757 3959502 4314355 171650 133479 3787852 4180876 TO DESIGN AND ADMINISTER EXAMINATIONS TO MEASURE COMPETENCY IN CARDIAC PACING AND ELECTROPHYSIOLOGY. 0 0 DESIGN AND ADMINISTER EXAMINATIONS IN CARDIAC PACING AND ELECTROPHYSIOLOGY. 0 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 0 0 3 1 0 0 0 0 0 0 0 0 X 16 16 0 0 0 0 0 1 0 1 1 0 0 1 1 1 1 1 1 1 0 0 MA DC X TRACY LOFTY-BROWN CHIEF EXECUTIVE OFFICER 2024643400 1455 PENNSYLVANIA AVE NW 400 WASHINGTON DC 20004 CHARLES J LOVE MD FACC FHRS FAHA PRESIDENT 3.00 X X 13075 0 0 EDWARD V PLATIA MD FHRS CCDS CEP VICE PRESIDENT/ TREASURER 1.50 X X 5300 0 0 ESTHER WEISS MSN APN CNS FHRS CE SECRETARY 1.50 X X 1675 0 0 MINA K CHUNG MD FHRS EX-OFFICIO/HRS PRESIDENT 0.50 X 0 0 0 KATSUHIKO IMAI MD PHD MEMBER/JHRS REP 0.50 X 0 0 0 DEEPAK BHAKTA MD FHRS CCDS MEMBER 1.50 X 0 0 0 CHRISTINE CHIU-MAN MSC FHRS CCDS MEMBER 1.50 X 0 0 0 GEORGE H CROSSLEY MD FHRS CCDS MEMBER 0.50 X 0 0 0 BRADEN DINHAM BAPPSC CEPS CCDS MEMBER 1.00 X 0 0 0 JAY N GROSS MD CCDS MEMBER 1.00 X 0 0 0 MARLEEN E IRWIN FHRS RCRT CCDS MEMBER 2.00 X 0 0 0 APARNA JASWAL MD DNB FACC FHRS F MEMBER 0.50 X 0 0 0 LUKE SHANAHAN BS MBA FHRS CCDS C MEMBER 0.50 X 0 0 0 ELIZABETH STEPHENSON MD FHRS CCDS MEMBER 1.00 X 0 0 0 NESTOR LOPEZ-CABANILLAS MD MEMBER, LAHRS PRESIDENT 0.50 X 0 0 0 MICHAEL ALFIERI PUBLIC MEMBER 0.50 X 0 0 0 TRACY LOFTY-BROWN CHIEF EXECUTIVE OFFICER, IBHRE 40.00 X 211265 0 44372 PATRICIA A BLAKE CHIEF EXECUTIVE OFFICER, HRS 0.00 40.00 X 0 820800 205589 ERIC BOOTH CHIEF FINANCIAL OFFICER 0.20 39.80 X 156 303910 54754 KRISTOPHER J MURPHY ASSOC. VP MEMBERSHIP, MKTG & COMMUNICATIONS 0.20 39.80 X 112 216554 38675 231583 1341264 343390 1 0 1 0 PSI SERVICES INC 18000 WEST 105TH STREET OLATHE KS 660617543 EXAM DEVELOPMENT 274496 1 REGISTRATIION FEES 900099 1301943 1301943 1301943 110341 110341 676 676 830820 550938 279882 279882 279882 OTHER INCOME 900099 305 305 305 1693147 1301943 0 391204 X 885 990 296705 228302 78608 37029 80569 8537 20841 8830 261255 91869 134549 11599 8648 17979 1027 12847 SUBSCRIPTIONS 5235 TRAINING & DEVELOPMENT 3185 MISCELLANEOUS 1901 1311390 532 0 3300 5183 94751 77966 21632 16785 3934038 4292387 3959502 4314355 137339 85926 34311 47553 171650 133479 X 3787852 4180876 3787852 4180876 3959502 4314355 381757 11267 0 X X 0 1 X 1 0 78407 76297 2110 16344 1669 14675 16785 RELATED PARTY PAYABLE 47553 47553 X 1695584 11267 11267 1684317 8830 8830 1693147 1302560 0 1302560 8830 8830 1311390 PART X, LINE 2: THE ORGANIZATION IS EXEMPT FROM THE PAYMENT OF TAXES ON INCOME OTHER THAN NET UNRELATED BUSINESS INCOME UNDER SECTION 501(C)(6) OF THE INTERNAL REVENUE CODE. THE PROVISIONS INCLUDED IN ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA PROVIDE CONSISTENT GUIDANCE FOR THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES RECOGNIZED IN AN ENTITY'S FINANCIAL STATEMENTS AND PRESCRIBE A THRESHOLD OF "MORE LIKELY THAN NOT" FOR RECOGNITION OF TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. THE ORGANIZATION PERFORMED AN EVALUATION OF UNCERTAIN TAX POSITIONS AS OF SEPTEMBER 30, 2025 AND 2024, AND DETERMINED THAT THERE WERE NO MATTERS THAT WOULD REQUIRE RECOGNITION IN THE FINANCIAL STATEMENTS OR WHICH MAY HAVE ANY EFFECT ON ITS TAX-EXEMPT STATUS. AS OF SEPTEMBER 30, 2025, THE STATUTE OF LIMITATIONS FOR FISCAL YEARS 2022 THROUGH 2025 REMAINS OPEN WITH THE U.S. FEDERAL JURISDICTION OR THE VARIOUS STATES AND LOCAL JURISDICTIONS IN WHICH THE ORGANIZATION WOULD BE REQUIRED TO FILES TAX RETURNS. 0 1 0 PATRICIA A BLAKE CHIEF EXECUTIVE OFFICER, HRS 0 543502 0 110075 0 167223 0 161885 0 43704 0 1026389 0 155923 ERIC BOOTH CHIEF FINANCIAL OFFICER 140 272926 16 30984 0 0 9 17135 19 37591 184 358636 0 0 TRACY LOFTY-BROWN CHIEF EXECUTIVE OFFICER, IBHRE 203318 0 7947 0 0 0 28580 0 15792 0 255637 0 0 0 KRISTOPHER J MURPHY ASSOC. VP MEMBERSHIP, MKTG & COMMUNI 108 209558 4 6996 0 0 13 24973 7 13682 132 255209 0 0 PART I, LINE 4B DURING CALENDAR YEAR 2024, HRS (A RELATED PARTY OF IBHRE) CONTRIBUTED $77,180 AND $23,000 TO PATRICIA BLAKE'S 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 CALENDAR YEAR AS WELL. FORM 990, PART VI, SECTION A, LINE 7A NEW DIRECTORS ARE DETERMINED BASED UPON AVAILABLE POSITIONS AND NEED IN ACCORDANCE WITH IBHRE BYLAWS; POTENTIAL DIRECTORS ARE RECOMMENDED BY CURRENT DIRECTORS. THE IBHRE BOARD OF DIRECTORS CONSIDERS POTENTIAL CANDIDATES AND APPROVES OR DENIES APPOINTMENTS AS APPLICABLE. THE BOARD OF DIRECTORS' APPROVED CANDIDATE APPOINTMENT IS SUBMITTED TO THE HRS BOARD OF TRUSTEES FOR APPROVAL BY A MAJORITY VOTE AT THE TIME OF ITS ANNUAL MEETING. HOWEVER, THIS HRS BOARD REVIEW AND APPROVAL OF THE IBHRE BOARD APPOINTMENT DOES NOT CORRELATE TO ANY ELEMENT OF HRS' MANAGEMENT OF THE IBHRE ORGANIZATION. IBHRE IS RESPONSIBLE FOR ITS OWN CERTIFICATION ACTIVITIES. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY AN INDEPENDENT ACCOUNTING FIRM, AND A DRAFT IS SUBMITTED TO THE HRS FINANCIAL TEAM FOR REVIEW. FOLLOWING THE HRS FINANCIAL TEAM REVIEW OF TAX FORMS, THE FORM 990 AND OTHER FORMS AS NECESSARY ARE REVIEWED BY IBHRE'S CEO. IBHRE'S CEO INFORMS THE HRS FINANCIAL TEAM OF THE NECESSARY REVISIONS. AFTER REVISIONS ARE MADE BY THE HRS FINANCIAL TEAM, THE FORMS ARE FORWARDED TO THE IBHRE BOARD OF DIRECTORS BY THE IBHRE CEO PRIOR TO FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C THE BOARD PRESIDENT REVIEWS ALL BOARD AND COMMITTEE MEMBER DISCLOSURE FORMS. BEFORE THE START OF EVERY MEETING, A STATEMENT REGARDING DISCLOSURES AND CONFLICT OF INTEREST IS READ BY THE BOARD PRESIDENT. FORM 990, PART VI, SECTION B, LINE 15A THE IBHRE CEO'S COMPENSATION IS REVIEWED AND APPROVED ANUALLY BY THE IBHRE BOARD OF DIRECTORS AS PART OF THE ORGANIZATION'S ANNUAL BUDGET APPROVAL PROCESS. IN ADDITION, THE BOARD PERIODICALLY OBTAINS AN INDEPENDENT REVIEW COMPARING THE CEO'S COMPENSATION TO INDUSTRY BENCHMARKS. COMPENSATION OF KEY (AND NONKEY) HEART RHYTHM SOCIEYT EMPLOYEES THAT MAY BE ALLOCATED TO IBHRE IS REVIEWED AS PART OF THE OVERALL BUDGET APPROVAL PROCESS BY THE HEART RHYTHM SOCIETY 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 ORGANIZATION'S GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE PUBLICLY AVAILABLE ON THE ORGANIZATION'S WEBSITE. AUDITED FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST TO INDIVIDUALS AND ORGANIZATIONS BASED ON BUSINESS NEED. FORM 990, PART IX, LINE 11G CONTRACTED SERVICES - CONTENT DEVELOPMENT 205,640. CONSULTING SERVICES 29,969. HONORARIA FEES 19,325. ROYALTY FEES 3,080. PLACEMENT FEES 3,241. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. HEART RHYTHM SOCIETY INC 1455 PENNSYLVANIA AVE NW SUITE 400 WASHINGTON DC 20004 042694458 TO ENHANCE THE PREVENTION AND TREATMENT OF CARDIAC RHYTHM DISORDERS. MA 501(C)(3) N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 1 0 1 0 HEART RHYTHM SOCIETY Q 610861 CASH REIMBURSEMENT HEART RHYTHM SOCIETY N 24421 ALLOCATED COSTS HEART RHYTHM SOCIETY O 599682 ALLOCATED PAYROLL