Hemostasis and Thrombosis Research Society Inc

Nonprofit profile at a glance

EIN
391796672
IRS 990 coverage
2011–2024
Forms available
Form 990 2024
Location
Milwaukee, WI, USA
Phone
4143755557
Rating
79
Verdict
SUPPORTED
Rating confidence
Moderate

Official website

Reported finances

Revenue
$1,702,831
Expenses
$1,825,354
Assets
$4,365,753
Liabilities
$577,009

Source: IRS Form 990. Selected filing: tax year 2024. Amounts in USD.

Leadership & pay

16 people listed

Executive titles in this filing

  • SHANNON MEEKS MD MBA (IMMEDIATE PAST PRESIDENT)
  • JORDAN SHAVIT MD PHD (PRESIDENT)
  • ALLISON WHEELER MD MSCI (VICE PRESIDENT/PRESIDENT ELECT)
  • LORILYN JACOBSEN-TEWS (EXECUTIVE DIRECTOR)

Highest reported compensation

  • LORILYN JACOBSEN-TEWS (EXECUTIVE DIRECTOR): $155,815 total reported compensation
  • LAUREN AMOS MD MS (DIRECTOR): $1,000 total reported compensation
  • BENJAMIN SAMELSON JONES MD PHD (DIRECTOR): $1,000 total reported compensation

Source: IRS Form 990. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

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.

What it reported doing in 2024

Education: the htrs symposium planning committee worked throughout 2024 to plan and execute the htrs 2025 scientific symposium to be held march 13-15, 2025, in san diego, ca. Similarly, the htrs research colloquium planning committee worked throughout 2024 to plan this 1.5-day workshop to be held as a pre-conference prior to the 2025 symposium. Htrs also offered the following in-person educational programs in 2024: two (2) 1.5-day htrs trainee workshops for medical residents and fellows considering careers in hemostasis and thrombosis; two (2) in-person roundtable events held during the 2024 thsna summit focused on grant writing and career development for members of the htrs clinical fellows network and htrs junior faculty network, conecctor; and four (4) fellows network case exchange series webinars.networking and mentoring: htrs offered several events in 2024 in association with national meetings to provide opportunities for member networking and mentoring, including two (2) "htrs best of" events exploring abstracts submitted to the larger meetings by htrs members; two (2) htrs member mixers; several "speed networking" events to connect trainees with junior faculty mentors, and an in-person, 1.5-day search workshop for 30 undergraduate, medical, and doctoral students interested in exploring academic research careers in hemostasis held in milwaukee, wi in october 2024

Operating model

Revenue model
Donor-supported. 66% of the money available for current operations came from contributions and gifts.
Distribution model
Hybrid. The nonprofit split its reported program spending across 47% for direct work, and 53% for grants.

The verdict

SUPPORTED - A large share of available resources goes toward mission work and the filed numbers largely add up. Expenses are high relative to revenue and some filed totals do not add up.

Rating breakdown

  • Financial Efficiency: 71
  • Transparency & Controls: 79
  • Accountability: 100
  • Sustainability: 40
  • Growth: 100

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 83.4%; rating input score 83
  • Program expense ratio: 76.4%; rating input score 76
  • Fundraising efficiency: Limited

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 63rd percentile among comparable filings
  • Pay-setting controls: 2 of 6 controls in place; rating input score 33
    • Compensation committee: Missing
    • Independent consultant: Missing
    • Other Form 990s reviewed: Pass
    • Written employment contract: Missing
    • Compensation survey or study: Missing
    • Board or committee approval: Pass
  • Foreign activity oversight: Limited
  • Grant itemization coverage: 99.6%; rating input score 100; 50th percentile among comparable filings
  • Major donor itemization: Yes; rating input score 100
  • Related-party transparency: Limited

Accountability

  • Independent voting board: 100%; rating input score 100; 63rd percentile among comparable filings
  • Governance controls: 8 of 8 controls in place; rating input score 100
    • Conflict-of-interest policy: Pass
    • Whistleblower policy: Pass
    • Document-retention policy: Pass
    • CEO compensation review process: Pass
    • Other executive compensation review process: NotApplicable
    • Form 990 shared with the board: Pass
    • Board meeting minutes documented: Pass
    • Audit committee oversight: Pass
    • Independent financial-statement audit: Pass

Sustainability

  • Operating margin: -7.2%; rating input score 21; 21st percentile among comparable filings
  • Total-asset coverage ratio: 2.39; rating input score 70; 70th percentile among comparable filings
  • Liabilities to assets ratio: 0.13; rating input score 38; 38th percentile among comparable filings
  • Officer compensation ratio: 8.6%; rating input score 41; 41st percentile among comparable filings

Growth

  • Program expense growth: 1.3% per year; rating input score 100; 23rd percentile among comparable filings
  • Revenue growth: 2.3% per year; rating input score 100; 26th percentile among comparable filings
  • Asset growth: 8.4% per year; rating input score 100; 53rd percentile among comparable filings

Details

  • Where the money goes: 83.4% of revenue deployed · 76.4% of spending went to programs
  • Governance: 15 of 15 board members independent · 8 of 8 filing controls reported
  • Programs: 2 filed program accomplishments · $1.4M in reported program spending
  • Leadership: top reported pay $156K · 16 people listed · 2 of 6 pay-setting controls reported
  • Highest-paid contractors: 2 contractors listed · $213K reported
  • Consistency: 31 of 32 current checks pass · 1 finding to review
  • Schedules: 6 filed schedules · includes major donors, grants, and executive pay
  • Filing history: 13 filing years from 2011 to 2024
  • Contacts: How to reach this organization
  • Money network: 11 filed money-flow records
  • Related organizations: 8 filed related-organization links
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

  • High — Sustainability: Operating margin scored 21/100.
  • Moderate — Transparency & Controls: Schedule A contributions reconciliation did not reconcile in the filed values.
  • Moderate — Sustainability: Liabilities to assets ratio scored 38/100.
  • Moderate — Sustainability: Officer compensation ratio scored 41/100.