2024-07-12T11:18:16-05:00 2023-09-30 871353108 EISNER ADVISORY GROUP LLC 130 NORTH 18TH STREET SUITE 3000 PHILADELPHIA PA 191032757 990 2022-10-01 233057353 SOCIETY OF HOSPITAL MEDICINE SOCI 2153517754 1500 SPRING GARDEN ST 501 PHILADELPHIA PA 19130 TARA WATSON VICE PRESIDENT OF FINANCE 2153517754 2024-07-11 1 TARA WATSON 999009999 0 HELEN M MARTIN P01330899 2158818800 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z ERIC HOWELL 1500 SPRING GARDEN ST 501 PHILADELPHIA PA 19130 12615580 0 X WWW.HOSPITALMEDICINE.ORG X 2000 PA THE SOCIETY OF HOSPITAL MEDICINE IS DEDICATED TO PROMOTING THE HIGHEST QUALITY CARE FOR ALL HOSPITALIZED PATIENTS. SHM IS COMMITTED TO PROMOTING EXCELLENCE IN THE PRACTICE OF HOSPITAL MEDICINE THROUGH EDUCATION, ADVOCACY AND RESEARCH. 10 10 62 10 0 0 1187145 471273 12077647 11748450 671470 117883 625000 277974 14561262 12615580 25000 25000 0 0 6942384 7213375 0 0 0 5953379 5396476 12920763 12634851 1640499 -19271 17273134 19878219 6618804 8019361 10654330 11858858 X THE SOCIETY OF HOSPITAL MEDICINE IS DEDICATED TO PROMOTING THE HIGHEST QUALITY CARE FOR ALL HOSPITALIZED PATIENTS. SHM IS COMMITTED TO PROMOTING EXCELLENCE IN THE PRACTICE OF HOSPITAL MEDICINE THROUGH EDUCATION, ADVOCACY AND RESEARCH. 0 0 4644089 4912257 ANNUAL MEETINGANNUAL MEETING, NOW KNOWN AS CONVERGE, IS PART OF THE HOSPITAL MEDICINE MOVEMENT. IN 2023 THERE WERE APPROXIMATELY 3,300 ATTENDEES THAT WERE ABLE TO PARTICIPATE IN 163 DIFFERENT EDUCATIONAL SESSIONS. ADDITIONALLY, THERE WERE OVER 900 PARTICIPANTS IN THE POSTER SESSION. 2483263 25000 6142823 MEMBERSHIPTHE SOCIETY OF HOSPITAL MEDICINE (SHM) IS DEDICATED TO SUPPORTING THE NEEDS OF HOSPITAL MEDICINE PROFESSIONALS AND PROMOTING EXCEPTIONAL CARE FOR HOSPITALIZED PATIENTS. SHM SERVES ITS MEMBERS BY DELIVERING HIGH QUALITY RESOURCES, LIVE AND ONLINE EDUCATION AND ACCESS TO A MULTI-DISCIPLINARY NETWORK OF ENGAGED HOSPITAL MEDICINE PROFESSIONALS..MEMBERS RECEIVE A RANGE OF EXCLUSIVE BENEFITS INCLUDING, BUT NOT LIMITED TO: SUBSCRIPTIONS TO THE HOSPITALIST AND THE JOURNAL OF HOSPITAL MEDICINE (PUBLISHED MONTHLY); MEMBERSHIP IN A LOCAL CHAPTER; ACCESS TO SPECIAL INTEREST GROUPS; AND A PORTFOLIO OF DIGITAL RESOURCES INCLUDING THE LEARNING PORTAL AND CLINICAL CONTENT ON QUALITY IMPROVEMENT. 553580 693370 CQITHE CENTER FOR QUALITY IMPROVEMENT SUPPORTS AND EQUIPS HOSPITALISTS AND OTHER HOSPITAL CLINICIANS WITH "BEST PRACTICE AND EVIDENCE-BASED IMPLEMENTATION TOOLS, FRAMEWORKS, RESOURCES AND STRATEGIES, RESULTING IN A SUSTAINABLE MODEL OF IMPROVED PATIENT SAFETY, OUTCOMES AND QUALITY OF CARE. THE CENTER PARTNERS WITH A DIVERSE POOL OF FUNDERS TO DEVELOP THESE PROGRAMS AND RESOURCES ADDRESSING MULTIPLE CLINICAL TOPICS INCLUDING GLYCEMIC CONTROL, COPD, VTE AND IMPROVING HANDOFFS OF CARE. SHM'S MENTORED IMPLEMENTATION MODEL IS THE PRIMARY MECHANISM FOR FACILITATING PROCESS IMPROVEMENT AND SUSTAINABLE CULTURAL CHANGE IN THE HOSPITAL TO IMPROVE PATIENT OUTCOMES. 7680932 1 1 0 1 0 0 0 0 0 0 1 0 0 1 1 1 1 0 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 1 176 0 1 62 1 0 0 0 0 0 0 0 0 0 0 0 0 X 10 10 0 0 0 0 0 0 0 1 1 0 1 1 1 1 1 1 1 1 1 1 0 CA X TARA WATSON VICE PRESIDENT OF FINANCE 2677022605 1500 SPRING GARDEN ST STE 501 PHILADELPHIA PA 19130 RACHEL THOMPSON IMMEDIATE PAST PRESIDENT 2.00 X X 3000 0 0 CHAD T WHELAN TREASURER 2.00 X X 0 0 0 KRIS REHM PRESIDENT 2.00 X X 0 0 0 FLORA KISUULE PRESIDENT-ELECT 2.00 X X 1627 0 0 EFREN MANJARREZ SECRETARY 2.00 X X 0 0 0 KIERSTIN CATES KENNEDY BOARD MEMBER 1.00 X 7837 0 0 BRYCE GARTLAND BOARD MEMBER 1.00 X 0 0 0 D RUBY SAHOO BOARD MEMBER 1.00 X 0 0 0 MARK W SHEN BOARD MEMBER 1.00 X 0 0 0 DARLENE TAD-Y BOARD MEMBER 1.00 X 0 0 0 ROBERT P ZIPPER BOARD MEMBER 1.00 X 0 0 0 ANN M SHEEHY BOARD MEMBER 1.00 X 0 0 0 ERIC E HOWELL CHIEF EXECUTIVE OFFICER 40.00 X 826950 0 53721 TARA WATSON VICE PRESIDENT OF FINANCE 40.00 X 144277 0 23764 TOMMY GEORGE CHIEF OF OPERATIONS 40.00 X 174676 0 27519 JOSH BOSWELL CHIEF LEGAL OFFICER 40.00 X 173260 0 34228 JENNA GOLDSTEIN CHIEF OF STRATEGIC PARTNER 40.00 X 170399 0 35746 MICHELLE KANN ASSOCIATE CHIEF OF OPERATI 40.00 X 152661 0 37892 NICK MARZANO CHIEF OF STRATEGY 40.00 X 173316 0 28128 1828003 0 240998 17 0 1 0 PERSONIFY INC PO BOX 759470 BALTIMORE MD 21275 SOFTWARE SUPPORT 224891 CHAMBER HILL STRATEGIES 1101 K STREET SUITE 30 WASHINGTON DC 20005 ADVOCACY LEGAL FEES 159195 2 471273 471273 MEMBERSHIP FEES 541900 5621341 5621341 REGISTRATION FEES 541900 3746610 3746610 JOB FAIRS AND EXHIBITS 541900 947236 947236 OTHER PROGRAM INCOME 541900 739893 739893 QUALITY IMPROVEMENT REVENUE 541900 693370 693370 11748450 117883 117883 277974 277974 12615580 11748450 0 395857 25000 25000 1066291 112347 953944 4852186 3391368 1460818 124738 77427 47311 775003 419770 355233 395157 207958 187199 5031 5031 29726 29726 191035 191035 564881 493244 71637 172515 171819 696 68823 27590 41233 508914 64812 444102 467540 467540 86027 53306 32721 2763059 2589482 173577 47305 47305 27815 27815 MERCHANT CREDIT CARD FE 299520 299520 TELECOMMUNICATIONS 77652 77652 TRAINING/DEVELOPMENT 37496 6586 30910 CHAPTER START UP FUNDS 37449 37449 11688 2774 8914 12634851 7680932 4953919 0 490535 1339250 7242368 6342343 431616 468190 510121 632594 3021401 2927858 106774 93543 8432980 9603051 58740 1399248 17273134 19878219 1739471 1445392 4721640 5107762 157693 1466207 6618804 8019361 X 10654330 11858858 10654330 11858858 17273134 19878219 -19271 1223799 0 X X 0 1 X 1 0 X 290961 400901 1368019 1187145 468505 3715531 12528720 7623436 8453814 12077647 11751218 52434835 12819681 8024337 9821833 13264792 12219723 56150366 0 0 0 56150366 1098025 899492 786576 971665 395857 4151615 1098025 899492 786576 971665 395857 4151615 13917706 8923829 10608409 14236457 12615580 60301981 0.93120 0.91870 0.06880 0.08130 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 63678 127357 191035 12443816 12634851 781743 195436 0 0 687412 645762 796038 781743 2910955 4366433 130000 133995 159195 191035 614225 171853 161441 199010 195436 727740 1091610 65000 69498 53065 63678 251241 1280940 1280940 0 1282752 1214942 67810 457709 431976 25733 93543 DEPOSIT 58740 RIGHT OF USE 1340508 1399248 OPERATING LEASE LIABILITY 1466207 1466207 X 12497697 0 12497697 117883 117883 12615580 12634851 0 12634851 0 12634851 PART X, LINE 2: THE INTERNAL REVENUE SERVICE HAS CLASSIFIED SHM AS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE ("CODE"); AS AN ORGANIZATION, CONTRIBUTIONS TO WHICH ARE DEDUCTIBLE UNDER SECTION 170(C) OF THE CODE; AND AS AN ORGANIZATION THAT IS NOT A PRIVATE FOUNDATION AS DEFINED IN SECTION 509(A) OF THE CODE. U.S. GAAP REQUIRES MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN AND RECOGNIZE A TAX LIABILITY, IF THE ORGANIZATION HAS TAKEN AN UNCERTAIN TAX POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY A GOVERNMENT AUTHORITY. MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY THE ORGANIZATION AND HAS CONCLUDED THAT AS OF SEPTEMBER 30, 2023 AND 2022, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE ORGANIZATION RECOGNIZES ACCRUED INTEREST AND PENALTIES ASSOCIATED WITH UNCERTAIN TAX POSITIONS, IF ANY. THERE WERE NO INCOME TAX-RELATED INTEREST AND PENALTIES RECORDED FOR EITHER OF THE YEARS ENDED SEPTEMBER 30, 2023 OR 2022. PART XI, LINE 4B - OTHER ADJUSTMENTS: DIVIDEND AND INTEREST INCOME 117,883. 1 DEI SCHOLARSHIP TO 3RD YEAR MED STUDENT 1 25000 PART I, LINE 2: TUITION IS PAID DIRECTLY TO THE INSTITUTION WHERE THE RECIPIENT IS ENROLLED. X 1 0 X X 0 0 0 0 0 0 0 0 0 ERIC E HOWELL CHIEF EXECUTIVE OFFICER 695260 0 131690 0 0 0 22071 0 31650 0 880671 0 0 0 JOSH BOSWELL CHIEF LEGAL OFFICER 172260 0 1000 0 0 0 5328 0 28900 0 207488 0 0 0 JENNA GOLDSTEIN CHIEF OF STRATEGIC PARTNER 169399 0 1000 0 0 0 5328 0 30418 0 206145 0 0 0 TOMMY GEORGE CHIEF OF OPERATIONS 173676 0 1000 0 0 0 5328 0 22191 0 202195 0 0 0 NICK MARZANO CHIEF OF STRATEGY 172316 0 1000 0 0 0 5088 0 23040 0 201444 0 0 0 MICHELLE KANN ASSOCIATE CHIEF OF OPERATI 151661 0 1000 0 0 0 4874 0 33018 0 190553 0 0 0 TARA WATSON VICE PRESIDENT OF FINANCE 143277 0 1000 0 0 0 4438 0 19326 0 168041 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B ONCE THE 990 IS COMPLETED BY THE TAX PREPARES, IT IS SHARED, REVIEWED AND DISCUSSED BY THE DIRECTOR OF FINANCE AND THE CEO. ONCE THE VERSION TO BE FILED IS FINALIZED, THE 990 IS SENT TO EACH OF THE 12 BOARD MEMBERS FOR REVIEW. THE BOARD IS THEN SOLICITED FOR INPUT AND QUESTIONS PRIOR TO FILING THE FORM 990. FORM 990, PART VI, SECTION B, LINE 12C ALL LEADERSHIP (BOARD OF DIRECTORS, COMMITTEE VOLUNTEERS, EDITORS, ETC.) IS PROVIDED WITH AN ANNUAL COI STMT. AND DISCLOSURE. THE CEO THEN REVIEWS ALL STATEMENTS FOR ANYTHING OF CONCERN AND ELEVATES TO THE BOARD LEVEL IF WARRANTED. PER SHM'S COI POLICY, THERE IS ALSO AN ONGOING DUTY TO DISCLOSE. FORM 990, PART VI, SECTION B, LINE 15 THE CEO COMPENSATION WAS DETERMINED FIRST BY THE EXECUTIVE COMMITTEE OF THE BOARD, INCLUDING REVIEWS OF THE CEO COMPENSATION ARRANGEMENTS OF SERVAL OTHER SIMILAR PROFESSIONAL MEDICAL ORGANIZATIONS. THIS INFORMATION IS THEN EXAMINED BY SHM'S LEGAL COUNSEL. FINALLY, THE COMPENSATION ARRANGEMENT IS APPROVED BY THE BOARD AND DOCUMENTED IN A WRITTEN CONTRACT. FORM 990, PART VI, SECTION C, LINE 19 SHM DIRECTS ANY REQUESTS FROM SHM MEMBERS OR OUTSIDE PARTIES TO GUIDESTAR.ORG WHICH POSTS SHM'S 990 AFTER FILING. SHM'S CONFLICT OF INTEREST POLICY, BYLAWS AND OTHER POLICY DOCUMENTS AND ITS FORM 1023 IS AVAILABLE UPON REQUEST. FORM 990, PART XII, LINE 2C THE FINANCE COMMITTEE, WHICH MEETS QUARTERLY THROUGHOUT THE YEAR, IS RESPONSIBLE FOR THE MONITORING OF THE FINANCIAL STATUS OF THE ORGANIZATION AND THE REPORTING OF ALL FINANCE MATTERS TO THE BOARD OF DIRECTORS. THIS PROCESS REMAINS UNCHANGED FROM THE PRIOR YEAR.