2024-08-30T11:10:07-05:00 2023-12-31 390974031 WEGNER CPAS LLP 2921 LANDMARK PL STE 300 MADISON WI 537134236 990 2023-01-01 391796672 HEMOSTASIS AND THROMBOSIS RESEARCH SOCIETY INC HEMO 4149376569 8733 WATERTOWN PLANK ROAD MILWAUKEE WI 532263548 LYNN MALEC MD MSC TREASURER 4149376569 2024-08-28 1 0 TIM SEIDEL CPA P01284559 6082744020 2024-08-28 2023 2024-08-08 14:25:15Z LORILYN JACOBSEN-TEWS 8733 WATERTOWN PLANK ROAD MILWAUKEE WI 532263548 2668617 0 X WWW.HTRS.ORG X 1994 WI TO BE THE LEADING NONPROFIT PROFESSIONAL SOCIETY IN NORTH AMERICA DEDICATED TO RESEARCH, MENTORING, WORKFORCE DEVELOPMENT, AND CONTINUING MEDICAL EDUCATION FOR PHYSICIANS, INVESTIGATORS, AND ALLIED HEALTH PROFESSIONALS INTERESTED IN ADVANCING CARE FOR PEOPLE WITH HEMOSTATIC AND THROMBOTIC DISORDERS. 10 10 0 79 0 0 1307516 2010156 424664 571170 39198 85940 0 1351 1771378 2668617 946057 979549 0 0 250225 272888 0 0 1046 618326 1297238 1814608 2549675 -43230 118942 4139914 4113604 405637 201865 3734277 3911739 X THE HEMOSTASIS AND THROMBOSIS RESEARCH SOCIETY, INC. (HTRS) IS THE LEADING NORTH AMERICAN PROFESSIONAL SOCIETY DEDICATED TO RESEARCH, MENTORING, WORKFORCE DEVELOPMENT, AND CONTINUING MEDICAL EDUCATION FOR PHYSICIANS, INVESTIGATORS, AND ALL HEALTH CARE PROFESSIONALS INTERESTED IN ADVANCING CARE FOR PEOPLE WITH HEMOSTATIC AND THROMBOTIC DISORDERS. 0 0 1056929 2819 122751 CONTINUING PROFESSIONAL EDUCATION: HTRS OFFERED THE FOLLOWING PROGRAMS IN 2023 TO SUPPORT THE PROFESSIONAL EDUCATION AND CAREER DEVELOPMENT OF OUR MEMBERS: TWO (2) 1.5-DAY TRAINEE WORKSHOPS FOR MEDICAL RESIDENTS AND FELLOWS LAUNCHING CAREERS IN HEMOSTASIS AND THROMBOSIS; TWO (2) IN-PERSON CONECCTOR MEETINGS FOR THE HTRS JUNIOR FACULTY NETWORK HELD DURING NATIONAL MEETINGS; TWO (2) "BEST OF" EVENTS FOR ABSTRACT DISCUSSION AND NETWORKING EVENT HELD DURING NATIONAL MEETINGS; FOUR (4) FELLOWS NETWORK-CASE EXCHANGE SERIES VIRTUAL MEETINGS; ONE (1) SCIENTIFIC SYMPOSIUM, WHICH IS HTRS'S LARGEST EDUCATION AND CAREER DEVELOPMENT CONFERENCE, HELD OVER A THREE-DAY PERIOD; AND ONE (1) SEARCH WORKSHOP FOR UNDERGRADUATE, MEDICAL, AND DOCTORAL STUDENTS EXPLORING CAREERS IN HEMOSTASIS AND THROMBOSIS. 1038106 976730 448419 GRANTS AND ASSISTANCE: THE PRIMARY STRATEGIC OBJECTIVE OF HTRS IS TO COMBAT THE CRITICAL SHORTAGE OF SKILLED PHYSICIAN-SCIENTISTS AND DISCOVERY-BASED RESEARCHERS DEDICATED TO CAREERS IN HEMOSTASIS AND THROMBOSIS IN NORTH AMERICA. HTRS PROVIDES MEMBERS WITH OPPORTUNITIES TO APPLY FOR INVESTIGATOR-INITIATED RESEARCH GRANTS USING FUNDS RAISED FOR THIS PURPOSE FROM PHARMACEUTICAL COMPANIES VIA INDEPENDENT MEDICAL EDUCATION (IME) GRANTS OR CORPORATE SPONSORSHIP. HTRS AWARDS ARE DESIGNED TO SUPPORT MEMBERS AT CRITICAL STAGES OF THEIR CAREERS. THE STUDENT RESEARCH AWARD IS AN 8-WEEK INTRODUCTION TO BASIC OR TRANSLATIONAL RESEARCH IN NONMALIGNANT HEMATOLOGY FOR UNDERGRADUATE, MEDICAL, OR DOCTORAL STUDENTS WORKING WITH AN EXPERIENCED MENTOR. THE CLINICAL SCHOLAR AWARD PROVIDES FUNDING FOR A FOURTH AND FINAL YEAR OF INTENSIVE CLINICAL TRAINING IN HEMOPHILIA AND RARE BLEEDING DISORDERS. THE MENTORED RESEARCH AWARD IS DESIGNED TO PREPARE RECIPIENTS TO APPLY FOR A K-AWARD OR EQUIVALENT FROM THE NATIONAL INSTITUTES OF HEALTH (NIH) TO FORMALLY LAUNCH THEIR RESEARCH CAREERS IN ACADEMIC MEDICINE. THE MID-CAREER RESEARCH AWARD IS FOR SEASONED INVESTIGATORS WHO HAVE COMPLETED FELLOWSHIP AND/OR POSTDOCTORAL WORK BUT NEED SUPPORT TO TRANSITION FROM MENTORED RESEARCH TO FULLY INDEPENDENT, INVESTIGATOR-INITIATED RESEARCH. THE HTRS SEED GRANT INITIATIVE PROVIDES SMALL GRANTS FOR PHDS WHO NEED ADDITIONAL FUNDS TO GET THEIR PROJECTS READY TO COMPETE NATIONALLY FOR LARGER GRANT FUNDS. 2095035 1 1 0 0 0 0 0 0 0 1 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 X 23 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 10 10 0 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 0 0 WI X JULIA ARATA-FRATTA 6084421908 2921 LANDMARK PLACE STE 300 MADISON WI 53713 SHANNON CARPENTER MD MS IMMEDIATE PAST PRESIDENT 3.00 X X 0 0 0 SHANNON MEEKS MD MBA PRESIDENT 3.00 X X 0 0 0 JORDAN SHAVIT MD PHD VICE PRESIDENT/PRESIDENT ELECT 3.00 X X 0 0 0 LYNN MALEC MD MSC TREASURER 3.00 X X 0 0 0 ARASH MAHAJERIN MD MSCR EDUCATION OFFICER 3.00 X X 0 0 0 BRYCE KERLIN MD RESEARCH & AWARDS OFFICER 3.00 X X 0 0 0 WOLFGANG BERGMEIER PHD DIRECTOR (THRU JUNE) 1.50 X 0 0 0 DEBORAH SIEGAL MD MSC FRCPC DIRECTOR (THRU JUNE) 1.50 X 0 0 0 BRIAN BRANCHFORD MD DIRECTOR (THRU JUNE) 1.50 X 0 0 0 MARY CUSHMAN MD MSC DIRECTOR 1.50 X 0 0 0 ALAN MAST MD PHD DIRECTOR 1.50 X 0 0 0 ALISA WOLBERG PHD DIRECTOR (THRU JUNE) 1.50 X 0 0 0 MING LIM MBBCHIR MSCR DIRECTOR 1.50 X 0 0 0 AYESHA ZIA MD MSCR DIRECTOR 1.50 X 0 0 0 GOWTHAMI AREPALLY MD DIRECTOR (THRU JUNE) 1.50 X 0 0 0 LORILYN JACOBSEN-TEWS EXECUTIVE DIRECTOR 40.00 X 119750 0 26940 119750 0 26940 1 0 0 0 VERSITI WISCONSIN INC PO BOX 2178 MILWAUKEE WI 53201 PROFESSIONAL EMPLOYER ORGANIZATION 272890 DANIELLA BARSUGLIA 3014 BALTZ STREET PHILADELPHIA PA 19121 EVENT MANAGER 110676 2 2010156 500 2010156 PROGRAM REVENUE 541900 448419 448419 DUES 900099 122751 122751 571170 84173 84173 1767 0 1767 1767 1767 1351 1351 1351 2668617 571170 0 87291 964549 964549 15000 15000 146690 71484 74682 524 87078 42434 44333 311 6303 3072 3208 23 16711 8143 8508 60 16106 7848 8200 58 101760 101760 9497 9497 210255 73961 136294 181 181 27811 18069 9742 12217 12217 5993 5445 548 863919 862235 1684 16900 7848 8982 70 JOURNAL SUBSCRIPTIONS 40534 9556 30978 8171 5210 2961 2549675 2095035 453594 1046 285884 414054 2024711 1495536 766408 579744 0 9019 108870 79432 944308 1535819 9733 0 4139914 4113604 60644 123292 336830 78573 8163 0 405637 201865 X 1800777 2563377 1933500 1348362 3734277 3911739 4139914 4113604 118942 58520 0 X 0 1 X 1 0 X 4175999 1303461 1404188 1307516 2010156 10201320 4175999 1303461 1404188 1307516 2010156 10201320 5096058 5105262 60794 11609 33262 39198 84173 229036 10430356 1649983 0.48950 0.47240 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 176667 23085 1453 198299 225229 -38553 10000 9 176667 201028 24201 225229 1028 200000 201028 1028 1028 1.00000 0.00000 0.00000 0 0 0 2717640 58520 -9497 49023 2668617 0 2668617 2540178 0 2540178 9497 9497 2549675 PART V, LINE 4: HTRS' ENDOWMENT CONSISTS OF FUNDS DESIGNATED BY THE BOARD OF DIRECTORS TO FUNCTION AS A QUASI-ENDOWMENT. THE FUND HAS BEEN ESTABLISHED FOR THE FURTHERANCE OF HTRS' MISSION AND FINANCIAL STABILITY. PART XI, LINE 2D - OTHER ADJUSTMENTS: INVESTMENT MANAGEMENT FEES REPORTED ON FORM 990, PART IX, LINE 11F -9,497. 1 BOARD OF REGENTS OF THE UNIVERSITY OF WISCONSIN SYSTEM 432 N LAKE ST MADISON WI 53706 371625460 STATE OF WISCONSIN 59800 0 RESEARCH UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL FOUNDATION INC 104 AIRPORT DRIVE CB1270 CHAPEL HILL NC 27599 591711424 501(C)(3) 66000 0 RESEARCH REGENTS OF THE UNIVERSITY OF MICHIGAN 19000 HUBBARD DR DEARBORN MI 48126 386006309 501(C)(3) 132000 0 RESEARCH BAYLOR COLLEGE OF MEDICINE ONE BAYLOR PLAZA BCM 200 HOUSTON TX 770303498 741613878 501(C)(3) 16200 0 RESEARCH BETH ISRAEL DEACONESS MEDICAL CENTER INC 330 BROOKLINE AVENUE BOSTON MA 02215 042103881 501(C)(3) 82500 0 RESEARCH THE CHILDREN'S HOSPITAL OF PHILADELPHIA 3401 CIVIC CENTER BLVD PHILADELPHA PA 191044388 231352166 501(C)(3) 174551 0 RESEARCH JOHNS HOPKINS UNIVERSITY 3910 KESWICK RD NO N43278 BALTIMORE MD 212112226 520595110 501(C)(3) 82500 0 RESEARCH BLOODWORKS 921 TERRY AVENUE SEATTLE WA 981041256 911019655 501(C)(3) 21600 0 RESEARCH UNIVERSITY OF VERMONT AND STATE AGRICULUTURAL COLLEGE 590 MAIN STREET 311K BURLINGTON VT 05405 030179440 501(C)(3) 66000 0 RESEARCH RESEARCH INSTITUTE AT NATIONWIDE CHILDREN'S HOSPITAL 700 CHILDRENS DRIVE COLUMBUS OH 432052664 316056230 501(C)(3) 21600 0 RESEARCH EMORY UNIVERSITY 201 DOWMAN DR ATLANTA GA 30322 580566256 501(C)(3) 66000 0 RESEARCH CHILDREN'S HOSPITAL LOS ANGELES 4650 SUNSET BOULEVARD LOS ANGELES CA 900270982 951690977 501(C)(3) 16200 0 RESEARCH UNIVERSITY OF KANSAS MEDICAL CENTER RESEARCH INSTITUTE 3901 RAINBOW BLVD MAILSTOP 1039 KANSAS CITY KS 66160 481108830 501(C)(3) 16200 0 RESEARCH TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA 3900 WALNUT ST PHILADELPHA PA 19104 231352685 501(C)(3) 16200 0 RESEARCH THE REGENTS OF THE UNIVERSITY OF CALIFORNIA 1111 FRANKLIN STREET 7TH FLOOR OAKLAND CA 946075200 943067788 501(C)(3) 59800 0 RESEARCH MAYO CLINIC 200 1ST ST SW ROCHESTER MN 55905 416011702 501(C)(3) 16200 0 RESEARCH 16 0 STUDENT RESEARCH AWARDS 6 15000 PART I, LINE 2: PER EXECUTED GRANT AGREEMENTS, THE INVESTIGATOR AND RECIPIENT AGREE TO PROVIDE HEMOSTASIS AND THROMBOSIS RESEARCH SOCIETY, INC. (HTRS) WITH WRITTEN REPORTS IN FORM AND SUBSTANCE AND WITH DETAIL AND SUBSTANTIATION THAT IS ACCEPTABLE TO HTRS ON OR BEFORE SPECIFIED DEADLINES. AWARD PAYMENTS FROM HTRS TO THE RECIPIENT ARE CONTINGENT UPON 1) THE TIMELY RECEIPT OF REPORTS AND 2) THE FORMAL ACKNOWLEDGMENT BY HTRS THAT ALL THE OTHER REPORTING REQUIREMENTS HAVE BEEN MET. FORM 990, PAGE 5, PART V, LINE 2A HEMOSTATIS AND THROMBOSIS RESEARCH SOCIETY, INC. LEASES EMPLOYEES FROM A PROFESSIONAL EMPLOYMENT ORGANIZATION, VERSITI WISCONSIN, INC. THE EMPLOYEES ARE CONSIDERED COMMON LAW EMPLOYEES OF HEMOSTATIS AND THROMBOSIS RESEARCH SOCIETY, INC., HOWEVER, VERSITI WISCONSIN, INC. IS THE EMPLOYER OF RECORD AND EMPLOYEES GET THEIR W2S FROM VERSITI WISCONSIN, INC. FORM 990, PART VI, SECTION A, LINE 6 THERE IS ONE CLASS OF MEMBERSHIP. CLINICIANS AND PHYSICIAN-SCIENTISTS, BASIC AND TRANSLATIONAL SCIENTISTS, EPIDEMIOLOGISTS, COAGULATION LABORATORY PROFESSIONALS, AND ALLIED HEALTH CARE PROFESSIONALS INTERESTED IN THE PURPOSE OF THE CORPORATION CAN JOIN HTRS. FORM 990, PART VI, SECTION A, LINE 7A MEMBERS OF THE CORPORATION ELECT THE OFFICERS AND DIRECTORS. FORM 990, PART VI, SECTION B, LINE 11B A COPY OF FORM 990 IS PROVIDED TO THE BOARD OF DIRECTORS FOR REVIEW PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C DIRECTORS AND OFFICERS ARE REQUIRED TO SUBMIT AN ANNUAL DISCLOSURE STATEMENT. ALL DISCLOSED FINANCIAL INTERESTS WILL BE SUBJECT TO BOARD/COMMITTEE REVIEW. THE REVIEWING BOARD/COMMITTEE WILL EXAMINE ALL MATERIAL FACTS AND DISCUSS THE FINANCIAL INTEREST WITH THE INTERESTED PERSON (AS NECESSARY). IF PRESENT, THE INTERESTED PERSON SHALL BE EXCUSED FROM THE COMMITTEE MEETING AND THE REMAINING COMMITTEE MEMBERS SHALL DETERMINE WHETHER AN ACTUAL OR POTENTIAL CONFLICT OF INTERESTS EXISTS. FORM 990, PART VI, SECTION B, LINE 15A THE BOARD OF DIRECTORS ANNUALLY DETERMINES THE COMPENSATION OF THE EXECUTIVE DIRECTOR. A WAGE INCREASE IS SUGGESTED TO THE BOARD BASED ON FINANCIAL POSITION AND COMPENSATION OF SIMILARLY SIZED ORGANIZATIONS IN THE AREA. THIS WAGE INCREASE IS THEN COMMUNICATED TO THE ORGANIZATION'S PEO TO BE IMPLEMENTED. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AVAILABLE ON ITS WEBSITE AND ITS CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.