2023-07-19T06:09:20-05:00 2022-09-30 871353108 EISNER ADVISORY GROUP LLC 130 NORTH 18TH STREET SUITE 3000 PHILADELPHIA PA 191032757 990 2021-10-01 233057353 SOCIETY OF HOSPITAL MEDICINE SOCI 2153517754 1500 SPRING GARDEN ST 501 PHILADELPHIA PA 19130 TARA WATSON DIRECTOR OF FINANCE 2153517754 2023-05-25 1 TARA WATSON 999009999 HELEN M MARTIN P01330899 2158818800 3 AAL1 IAL1 2021 2023-04-26 12:10:37Z ERIC HOWELL 1500 SPRING GARDEN ST 501 PHILADELPHIA PA 19130 17331382 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. 12 12 64 0 0 0 1368019 1187145 8453814 12077647 910973 671470 550000 625000 11282806 14561262 0 25000 0 0 7030390 6942384 0 0 0 2884840 5953379 9915230 12920763 1367576 1640499 18912774 17273134 7132419 6618804 11780355 10654330 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 5075643 5810572 ANNUAL MEETINGANNUAL MEETING, NOW KNOWN AS CONVERGE, IS PART OF THE HOSPITAL MEDICINE MOVEMENT. IN 2022 THERE WERE APPROXIMATELY 2,700 ATTENDEES THAT WERE ABLE TO PARTICIPATE IN OVER 120 DIFFERENT EDUCATIONAL SESSIONS. ADDITIONALLY, THERE WERE OVER 800 PARTICIPANTS IN THE POSTER SESSION THAT SHOWCASES AREAS OF ACADEMIC RESEARCH, INNOVATION AND KEY CLINICAL CASES. 2166418 25000 5325743 MEMBERSHIPTHE SOCIETY OF HOSPITAL MEDICINE (SHM) IS THE PROFESSIONAL HOME OF HOSPITALISTS DEDICATED TO EXCEPTIONAL AND EQUITABLE CARE FOR ACUTELY ILL PATIENTS. SHM ACTIVATES AND ENGAGES OUR COMMUNITY TO ADVOCATE FOR OUR SPECIALTY, OUR MEMBERS, AND THE DIVERSE PATIENTS WE SERVE; PROMOTE HIGH-VALUE CARE AND OPTIMAL OUTCOMES FOR ACUTELY ILL PATIENTS; MEET THE EVOLVING EDUCATIONAL NEEDS OF A DYNAMIC SPECIALTY; CULTIVATE AN INCLUSIVE COMMUNITY FOR HOSPITALISTS AND SUPPORT CAREER GROWTH AND WELLBEING; AND ADVANCE THE RESEARCH AND INNOVATION OF HEALTHCARE DELIVERY, QUALITY, SAFETY, AND EXPERIENCE ACROSS THE CARE CONTINUUM.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. 745975 941332 CQITHE CENTER FOR QUALITY IMPROVEMENT EQUIPS HOSPITALISTS AND OTHER HOSPITAL-BASED CLINICIANS WITH BEST PRACTICE AND EVIDENCE-BASED IMPLEMENTATION TOOLS, FRAMEWORKS AND RESOURCES TO SUPPORT A SUSTAINED MODEL OF QUALITY IMPROVEMENT IN THE HOSPITAL. THROUGH VARIOUS FUNDING PARTNERSHIPS INCLUDING GOVERNMENT GRANTS, THE CENTER HAS DEVELOPED PROGRAMS AND RESOURCES ADDRESSING GLYCEMIC CONTROL, CHRONIC OBSTRUCTIVE PULMONARY DISEASE (COPD), VENOUS THROMBOEMBOLISM (VTE), IMPROVING HANDOFFS OF CARE, AND OPIOID USE DISORDER AS WELL AS MANY OTHER CLINICAL TOPICS. SHM'S MENTORED IMPLEMENTATION MODEL IS THE PRIMARY MECHANISM FOR FACILITATING PROCESS IMPROVEMENT AND SUSTAINABLE CULTURE AND PRACTICE CHANGE IN THE HOSPITAL TO IMPROVE OUTCOMES FOR ACUTELY ILL PATIENTS. 7988036 1 1 0 1 0 0 0 0 0 0 1 0 0 0 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 1 108 0 1 64 1 0 0 0 0 0 0 0 0 0 0 0 0 X 12 12 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 DIRECTOR OF FINANCE 2677022605 1500 SPRING GARDEN ST STE 501 PHILADELPHIA PA 19130 JEROME C SIY IMMEDIATE PAST PRESIDENT 2.00 X X 9000 0 0 ERIC E HOWELL CHIEF EXECUTIVE OFFICER 40.00 X 649734 0 30744 TARA WATSON DIRECTOR OF FINANCE 40.00 X 151881 0 17680 TOMMY GEORGE CHIEF OF OPERATIONS 40.00 X 179636 0 34845 JOSH BOSWELL CHIEF LEGAL OFFICER 40.00 X 178493 0 36710 JENNA GOLDSTEIN CHIEF OF STRATEGIC PARTNERSHIPS 40.00 X 176000 0 22910 MICHELLE KANN ASSOCIATE CHIEF OF OPERATIONS 40.00 X 158682 0 22086 NICK MARZANO CHIEF OF STRATEGY 40.00 X 178446 0 14210 LAURENCE D WELLIKSON MD FORMER CEO 40.00 X 179694 0 0 FLORA KISUULE TREASURER 2.00 X X 1642 0 0 RACHEL THOMPSON PRESIDENT 2.00 X X 0 0 0 KRIS REHM PRESIDENT-ELECT 2.00 X X 0 0 0 ROBERT P ZIPPER SECRETARY 2.00 X X 0 0 0 KIERSTIN CATES KENNEDY BOARD MEMBER 1.00 X 0 0 0 BRYCE GARTLAND BOARD MEMBER 1.00 X 0 0 0 EFREN MANJARREZ 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 CHAD T WHELAN BOARD MEMBER 1.00 X 0 0 0 1863208 0 179185 15 1 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 935050 252095 1187145 MEMBERSHIP FEES 541900 5325743 5325743 REGISTRATION FEES 541900 4254368 4254368 JOB FAIRS AND EXHIBITS 541900 970754 970754 QUALITY IMPROVEMENT REVENUE 541900 941332 941332 OTHER PROGRAM INCOME 541900 585450 585450 12077647 346665 346665 625000 625000 3094925 2770120 324805 324805 324805 14561262 12077647 0 1296470 25000 25000 1070496 204333 866163 4093201 2943942 1149259 348256 216061 132195 1312360 610154 702206 118071 69662 48409 6979 6485 494 29726 29726 159195 159195 833031 649329 183702 254584 240274 14310 73349 24581 48768 452722 92606 360116 500183 500183 433634 259597 174037 2667363 2637764 29599 77830 77830 25846 25846 MERCHANT CREDIT CARD FE 251397 251397 TELECOMMUNICATIONS 80747 1101 79646 PROFESSIONAL DUES/SUBSC 39484 4998 34486 TRAINING/DEVELOPMENT 38105 2149 35956 29204 29204 12920763 7988036 4932727 0 287548 490535 7640237 7242368 119357 431616 458428 510121 2987327 2880553 158239 106774 10190225 8432980 58740 58740 18912774 17273134 1294795 1739471 4734986 4721640 935050 0 167588 157693 7132419 6618804 X 11780355 10654330 11780355 10654330 18912774 17273134 1640499 -2679825 -86699 0 X X 0 1 X 1 0 X 243229 290961 400901 1368019 1187145 3490255 11014341 12528720 7623436 8453814 12077647 51697958 11257570 12819681 8024337 9821833 13264792 55188213 0 0 0 55188213 1126971 1098025 899492 786576 971665 4882729 1126971 1098025 899492 786576 971665 4882729 12384541 13917706 8923829 10608409 14236457 60070942 0.91870 0.91300 0.08130 0.08700 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 53065 106130 159195 12761568 12920763 796038 199010 0 0 822562 687412 645762 796038 2951774 4427661 110000 130000 133995 159195 533190 205641 171853 161441 199010 737945 1106918 55000 65000 69498 53065 242563 1280940 1280940 0 1248678 1188107 60571 457709 411506 46203 106774 DEFERRED RENT 157693 157693 X 12954742 0 12954742 1606520 1606520 14561262 12920763 0 12920763 0 12920763 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, 2022 AND 2021, 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, 2022 OR 2021. PART XI, LINE 4B - OTHER ADJUSTMENTS: REALIZED GAIN 324,805. DIVIDEND AND INTEREST INCOME 346,665. GAIN ON FORGIVENESS OF PPP LOAN 935,050. 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 LAURENCE D WELLIKSON MD FORMER CEO 0 0 179694 0 0 0 0 0 0 0 179694 0 0 0 ERIC E HOWELL CHIEF EXECUTIVE OFFICER 649734 0 0 0 0 0 8033 0 22711 0 680478 0 0 0 TOMMY GEORGE CHIEF OF OPERATIONS 169636 0 10000 0 0 0 5492 0 29353 0 214481 0 0 0 JOSH BOSWELL CHIEF LEGAL OFFICER 168493 0 10000 0 0 0 5522 0 31188 0 215203 0 0 0 JENNA GOLDSTEIN CHIEF OF STRATEGIC PARTNERSHIPS 166000 0 10000 0 0 0 5508 0 17402 0 198910 0 0 0 MICHELLE KANN ASSOCIATE CHIEF OF OPERATIONS 148682 0 10000 0 0 0 5065 0 17021 0 180768 0 0 0 NICK MARZANO CHIEF OF STRATEGY 168446 0 10000 0 0 0 3741 0 10469 0 192656 0 0 0 TARA WATSON DIRECTOR OF FINANCE 131881 0 20000 0 0 0 4729 0 12951 0 169561 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.