SOCIETY OF HOSPITAL MEDICINE: Form 990, tax year 2018

View the entire original 990 at ProPublica ↗

Organization: SOCIETY OF HOSPITAL MEDICINE (EIN 23-3057353)
Tax period: 2018-10-01 to 2019-09-30
Filed: 2020-06-24
IRS object ID: 202021769349300102
Schema version: 2018v3.1
Source: Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header
Form 990
Schedule A
Schedule B
Schedule C
Schedule D
Schedule J
Schedule O

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2020-06-24T06:48:18-05:00	ReturnTs
Tax Period End	2019-09-30	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	131639826	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	EISNERAMPER LLP	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	130 NORTH 18TH STREET SUITE 3000	AddressLine1Txt
City	PHILADELPHIA	CityNm
State Abbreviation	PA	StateAbbreviationCd
ZIP	191032757	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990	ReturnTypeCd
Tax Period Begin	2018-10-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	233057353	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	SOCIETY OF HOSPITAL MEDICINE	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	SOCI	BusinessNameControlTxt
Phone	2153517754	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	1500 SPRING GARDEN ST NO 501	AddressLine1Txt
City	PHILADELPHIA	CityNm
State Abbreviation	PA	StateAbbreviationCd
ZIP	19130	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	TARA WATSON	PersonNm
Person Title	DIRECTOR OF FINANCE	PersonTitleTxt
Phone	2153517754	PhoneNum
Signature	2020-05-27	SignatureDt
Discuss With Paid Preparer	Yes (1)	DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	HELEN M MARTIN	PreparerPersonNm
PTIN	P01330899	PTIN
Phone	2158818800	PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

Field	Value	IRS element (for citing)
I Pv4 Address	64.238.150.4	IPv4AddressTxt

Field	Value	IRS element (for citing)
IP	2020-05-27	IPDt
IP Tm	12:45:40	IPTm
IP Timezone	ED	IPTimezoneCd
Filing License Type	P	FilingLicenseTypeCd
At Submission Creation Device Id	DA39A3EE5E6B4B0D3255BFEF95601890AFD80709	AtSubmissionCreationDeviceId
At Submission Filing Device Id	0EDE4F5BE59FB99924CAAEE7408372872BC47088	AtSubmissionFilingDeviceId

Field	Value	IRS element (for citing)
Tax	2018	TaxYr
Build TS	2020-11-06 18:47:13Z	BuildTS

Form 990 IRS990

Field	Value	IRS element (for citing)
Principal Officer	DR LAURENCE WELLIKSON	PrincipalOfficerNm

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	1500 SPRING GARDEN ST NO 501	AddressLine1Txt
City	PHILADELPHIA	CityNm
State Abbreviation	PA	StateAbbreviationCd
ZIP	19130	ZIPCd

Field	Value	IRS element (for citing)
Gross Receipts	$22,610,724	GrossReceiptsAmt
Group Return For Affiliates	0	GroupReturnForAffiliatesInd
Organization501c3	Yes (X)	Organization501c3Ind
Website Address	WWW.HOSPITALMEDICINE.ORG	WebsiteAddressTxt
Type Of Organization Corp	Yes (X)	TypeOfOrganizationCorpInd
Formation	2000	FormationYr
Legal Domicile State	PA	LegalDomicileStateCd
Activity Or Mission	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.	ActivityOrMissionDesc
Voting Members Governing Body	12	VotingMembersGoverningBodyCnt
Voting Members Independent	12	VotingMembersIndependentCnt
Total Employee	62	TotalEmployeeCnt
Total Volunteers	0	TotalVolunteersCnt
Total Gross UBI	$0	TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm	$0	NetUnrelatedBusTxblIncmAmt
PY Contributions Grants	$243,229	PYContributionsGrantsAmt
CY Contributions Grants	$290,961	CYContributionsGrantsAmt
PY Program Service Revenue	$11,014,341	PYProgramServiceRevenueAmt
CY Program Service Revenue	$12,528,720	CYProgramServiceRevenueAmt
PY Investment Income	$415,402	PYInvestmentIncomeAmt
CY Investment Income	$1,140,721	CYInvestmentIncomeAmt
PY Other Revenue	$854,277	PYOtherRevenueAmt
CY Other Revenue	$674,848	CYOtherRevenueAmt
PY Total Revenue	$12,527,249	PYTotalRevenueAmt
CY Total Revenue	$14,635,250	CYTotalRevenueAmt
PY Grants And Similar Paid	$0	PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid	$0	CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members	$0	PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members	$0	CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid	$5,455,338	PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid	$6,321,835	CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns	$0	PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns	$0	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$0	CYTotalFundraisingExpenseAmt
PY Other Expenses	$6,579,055	PYOtherExpensesAmt
CY Other Expenses	$7,129,399	CYOtherExpensesAmt
PY Total Expenses	$12,034,393	PYTotalExpensesAmt
CY Total Expenses	$13,451,234	CYTotalExpensesAmt
PY Revenues Less Expenses	$492,856	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	$1,184,016	CYRevenuesLessExpensesAmt
Total Assets BOY	$16,043,004	TotalAssetsBOYAmt
Total Assets EOY	$17,060,925	TotalAssetsEOYAmt
Total Liabilities BOY	$6,100,285	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$5,610,158	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$9,942,719	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$11,450,767	NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part III	Yes (X)	InfoInScheduleOPartIIIInd
Mission	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.	MissionDesc
Significant New Program Srvc	0	SignificantNewProgramSrvcInd
Significant Change	0	SignificantChangeInd
Expense	$5,146,036	ExpenseAmt
Revenue	$7,535,837	RevenueAmt
Desc	EDUCATIONANNUAL MEETING IS TO BE PART OF THE HOSPITAL MEDICINE MOVEMENT WITH OVER 3,600 ATTENDEES THAT ARE ABLE TO PARTICIPATE IN OVER 120 DIFFERENT EDUCATIONAL SESSIONS. ADDITIONALLY, AT THE 2019 ANNUAL MEETING THERE WERE OVER 1,100 PARTICIPANTS IN THE POSTER SESSION THAT SHOWCASES AREAS OF ACADEMIC RESEARCH, INNOVATION AND KEY CLINICAL CASES.OTHER EDUCATION INITIATIVESLEADERSHIP ACADEMY - SHM CONDUCTS A 3 PART EDUCATIONAL TRAINING COURSE THAT PREPARES PHYSICIANS FOR MANAGERIAL AND C-SUITE POSITIONS. THESE COURSES FOCUS ON PERSONAL, ORGANIZATIONAL AND TEAM SKILL DEVELOPMENT FOR THOSE LOOKING TO TRANSITION BEYOND THE CLINICAL ROLE. TO DATE, SHM HAS HAD OVER 1,500 GRADUATES OF THE LEADERSHIP ACADEMY.QSEA - IN RESPONSE TO CHANGING REQUIREMENTS FOR RESIDENCY TRAINING PROGRAMS AND INCREASING NEED FOR SYSTEMS-BASED COMPETENCY, SHM DEVELOPED A COURSE THAT PROVIDES INSTRUCTION AND GUIDANCE ON HOW TO TEACH TRAINEES (PRIMARILY RESIDENTS) QUALITY AND SAFETY TOPICS. THE QUALITY AND SAFETY EDUCATORS ACADEMY PROVIDES MEDICAL EDUCATORS WITH THE KNOWLEDGE AND TOOLS TO DEVELOP QUALITY IMPROVEMENT AND SAFETY CURRICULA AND LEAD NEW INITIATIVES IN CHANGING ENVIRONMENTS. THE QUALITY AND SAFETY EDUCATORS ACADEMY IS A 2-1/2 DAY ACADEMY DESIGNED AS A FACULTY DEVELOPMENT PROGRAM AND SPONSORED BY THE SOCIETY OF HOSPITAL MEDICINE (SHM) AND THE ALLIANCE FOR ACADEMIC INTERNAL MEDICINE (AAIM). IT IS INTENDED FOR:- PROGRAM DIRECTORS OR ASSISTANT PROGRAM DIRECTORS INTERESTED IN ACQUIRING NEW CURRICULAR IDEAS TO HELP THEM MEET THE ACGME REQUIREMENTS WHICH REQUIRE RESIDENCY PROGRAMS TO INTEGRATE QUALITY AND SAFETY INTO THEIR CURRICULUM- MEDICAL SCHOOL LEADERS OR CLERKSHIP DIRECTORS DEVELOPING QUALITY AND SAFETY CURRICULA FOR STUDENTS- FACULTY WHO ARE BEGINNING A NEW ROLE OR EXPANDING AN EXISTING ROLE IN QUALITY AND SAFETY EDUCATION- QUALITY AND SAFETY LEADERS WHO WISH TO EXTEND THEIR INFLUENCE AND EFFECTIVENESS BY LEARNING STRATEGIES TO TEACH AND ENGAGE TRAINEESAHA - FOR SEVEN YEARS, SHM HAS CO-PRESENTED THE ACADEMIC HOSPITALIST ACADEMY, WHICH PROVIDES ACADEMIC HOSPITALISTS WITH THE EDUCATIONAL, SCHOLARLY AND PROFESSIONAL DEVELOPMENT SKILLS THEY NEED TO ADVANCE THEIR CAREERS AND BEGIN A PATHWAY TO SUCCESS IN ACADEMIC HOSPITAL MEDICINE. THE PRINCIPAL GOALS OF THE ACADEMY ARE TO:- DEVELOP JUNIOR ACADEMIC HOSPITALISTS AS THE PREMIER TEACHERS AND EDUCATIONAL LEADERS AT THEIR INSTITUTIONS- HELP ACADEMIC HOSPITALISTS DEVELOP SCHOLARLY WORK AND INCREASE SCHOLARLY OUTPUT- ENHANCE AWARENESS OF THE VALUE OF QUALITY IMPROVEMENT AND PATIENT SAFETY WORK- SUPPORT ACADEMIC PROMOTION OF ALL ATTENDEES	Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

Field	Value	IRS element (for citing)
Expense	$899,572	ExpenseAmt
Revenue	$763,080	RevenueAmt
Desc	SITE-BASED DEMONSTRATION PROJECTSTHE CENTER FOR QUALITY IMPROVEMENT WAS CREATED TO PROMOTE INNOVATIVE AND EFFECTIVE METHODS FOR IMPROVING PATIENT CARE AND SUSTAINABLE OUTCOMES THROUGH QUALITY IMPROVEMENT AND PATIENT SAFETY INITIATIVES. THE CENTER DEVELOPS PROGRAMS AND RESOURCES TO SUPPORT HOSPITALISTS AND OTHER HOSPITAL CLINICIANS IN IMPROVING CARE AND PATIENT SAFETY OUTCOMES FOR PATIENTS. IN 2011, SHM BECAME THE FIRST NATIONAL MEDICAL SOCIETY TO BE RECOGNIZED WITH THE EISENBERG AWARD. THE AWARD WAS GRANTED IN RECOGNITION OF SHM'S MENTORED IMPLEMENTATION (MI) MODEL WHICH HAS BEEN UTILIZED IN MORE THAN 500 HOSPITALS ACROSS THE COUNTRY. SHM PARTNERS WITH MULTIPLE, DIVERSE PARTNERS AND FUNDERS TO PROVIDE A UNIQUE PORTFOLIO OF QUALITY IMPROVEMENT RESOURCES. THE CENTER PROVIDES IMPLEMENTATION SUPPORT FOR HOSPITALS THROUGH PHYSICIAN MENTORING AND TAILORED IMPROVEMENT INITIATIVES TO IMPROVE CLINICAL OUTCOMES. SHM ACCOMPLISHES THIS THROUGH VARIOUS OFFERINGS AND MECHANISMS. OUR MI PROGRAM PROVIDES MENTORED SUPPORT FOR HOSPITAL TEAMS IMPLEMENTING A SPECIFIC QUALITY INTERVENTION AT THEIR HOSPITAL DURING AN 18-MONTH PROGRAM. THE MODEL CREATES A MECHANISM TO DISSEMINATE BEST PRACTICES AND SHARE EFFECTIVE, FIELD-TESTED IMPLEMENTATION STRATEGIES. ADDITIONALLY, THE QUALITY IMPROVEMENT FRAMEWORK FACILITATES EFFECTIVE MEASUREMENT OF BASELINE STATUS AND PROGRESS TO DATE, THEREBY IMPROVING CARE MEANINGFULLY WHILE FOSTERING QI/LEADERSHIP SKILLS IN HOSPITALISTS AND THEIR PARTICIPATING TEAMS. THE MI MODEL ASSISTS CLINICIANS IN SUCCESSFULLY OPERATIONALIZING EVIDENCE-BASED PRACTICE AT HOSPITALS.AN EXAMPLE OF SOME OF THE CURRENT PROJECTS AND PROGRAMS WITHIN SHM'S CENTER FOR QUALITY IMPROVEMENT PORTFOLIO INCLUDE: - MEDICATION RECONCILIATION- GLYCEMIC CONTROL FOR INPATIENTS- IMPROVING FAMILY-CENTERED CARE (FAMILY CENTERED I-PASS)- IMPROVING STROKE CARE FOR HOSPITALIZED PATIENTS- DEEP VEIN THROMBOSIS/PULMONARY EMBOLISM- IMPROVING PAIN MANAGEMENT AND REDUCING ADVERSE EVENTS ASSOCIATED WITH OPIOIDS	Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

Field	Value	IRS element (for citing)
Expense	$1,531,528	ExpenseAmt
Revenue	$4,229,803	RevenueAmt
Desc	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 (PUBLISHED MONTHLY), THE JOURNAL OF HOSPITAL MEDICINE (PUBLISHED MONTHLY), THE HOSPITAL LEADER BLOG; MEMBERSHIP TO A LOCAL CHAPTER; ACCESS TO SPECIAL INTEREST GROUPS; AND A PORTFOLIO OF DIGITAL RESOURCES INCLUDING THE LEARNING PORTAL AND CLINICAL CONTENT ON QUALITY IMPROVEMENT.	Desc

Field	Value	IRS element (for citing)
Total Program Service Expenses	$7,577,136	TotalProgramServiceExpensesAmt
Described In Section501c3	Yes (1)	DescribedInSection501c3Ind
Schedule B Required	Yes (1)	ScheduleBRequiredInd
Political Campaign Acty	0	PoliticalCampaignActyInd
Lobbying Activities	Yes (1)	LobbyingActivitiesInd
Subject To Proxy Tax	0	SubjectToProxyTaxInd
Donor Advised Fund	0	DonorAdvisedFundInd
Conservation Easements	0	ConservationEasementsInd
Collections Of Art	0	CollectionsOfArtInd
Credit Counseling	0	CreditCounselingInd
Temp Or Permanent Endowments	0	TempOrPermanentEndowmentsInd
Report Land Building Equipment	Yes (1)	ReportLandBuildingEquipmentInd
Report Investments Other Sec	Yes (1)	ReportInvestmentsOtherSecInd
Report Program Related Invst	0	ReportProgramRelatedInvstInd
Report Other Assets	0	ReportOtherAssetsInd
Report Other Liabilities	Yes (1)	ReportOtherLiabilitiesInd
Include FIN48 Footnote	Yes (1)	IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt	Yes (1)	IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt	0	ConsolidatedAuditFinclStmtInd
School Operating	0	SchoolOperatingInd
Foreign Office	0	ForeignOfficeInd
Foreign Activities	0	ForeignActivitiesInd
More Than5000 K To Org	0	MoreThan5000KToOrgInd
More Than5000 K To Individuals	0	MoreThan5000KToIndividualsInd
Professional Fundraising	0	ProfessionalFundraisingInd
Fundraising Activities	0	FundraisingActivitiesInd
Gaming Activities	0	GamingActivitiesInd
Operate Hospital	0	OperateHospitalInd
Grants To Organizations	0	GrantsToOrganizationsInd
Grants To Individuals	0	GrantsToIndividualsInd
Schedule J Required	Yes (1)	ScheduleJRequiredInd
Tax Exempt Bonds	0	TaxExemptBondsInd
Engaged In Excess Benefit Trans	0	EngagedInExcessBenefitTransInd
PY Excess Benefit Trans	0	PYExcessBenefitTransInd
Loan Outstanding	0	LoanOutstandingInd
Grant To Related Person	0	GrantToRelatedPersonInd
Business Rln With Org Mem	0	BusinessRlnWithOrgMemInd
Business Rln With Fam Mem	0	BusinessRlnWithFamMemInd
Business Rln With Officer Ent	0	BusinessRlnWithOfficerEntInd
Deductible Non Cash Contri	0	DeductibleNonCashContriInd
Deductible Art Contribution	0	DeductibleArtContributionInd
Terminate Operations	0	TerminateOperationsInd
Partial Liquidation	0	PartialLiquidationInd
Disregarded Entity	0	DisregardedEntityInd
Related Entity	0	RelatedEntityInd
Related Organization Ctrl Ent	0	RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org	0	TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp	0	ActivitiesConductedPrtshpInd
Schedule O Required	Yes (1)	ScheduleORequiredInd
IRP Document	142	IRPDocumentCnt
IRP Document W2 G	0	IRPDocumentW2GCnt
Backup Wthld Compliance	Yes (1)	BackupWthldComplianceInd
Employee	62	EmployeeCnt
Employment Tax Returns Filed	Yes (1)	EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit	0	UnrelatedBusIncmOverLimitInd
Foreign Financial Account	0	ForeignFinancialAccountInd
Prohibited Tax Shelter Trans	0	ProhibitedTaxShelterTransInd
Taxable Party Notification	0	TaxablePartyNotificationInd
Nondeductible Contributions	0	NondeductibleContributionsInd
Quid Pro Quo Contributions	0	QuidProQuoContributionsInd
Form8282 Property Disposed Of	0	Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	0	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	0	PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services	0	IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt	0	SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc	0	SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VI	Yes (X)	InfoInScheduleOPartVIInd
Governing Body Voting Members	12	GoverningBodyVotingMembersCnt
Independent Voting Member	12	IndependentVotingMemberCnt
Family Or Business Rln	0	FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties	0	DelegationOfMgmtDutiesInd
Change To Org Documents	0	ChangeToOrgDocumentsInd
Material Diversion Or Misuse	0	MaterialDiversionOrMisuseInd
Members Or Stockholders	0	MembersOrStockholdersInd
Election Of Board Members	0	ElectionOfBoardMembersInd
Decisions Subject To Approva	0	DecisionsSubjectToApprovaInd
Minutes Of Governing Body	Yes (1)	MinutesOfGoverningBodyInd
Minutes Of Committees	Yes (1)	MinutesOfCommitteesInd
Officer Mailing Address	0	OfficerMailingAddressInd
Local Chapters	Yes (1)	LocalChaptersInd
Policies Reference Chapters	Yes (1)	PoliciesReferenceChaptersInd
Form990 Provided To Gvrn Body	Yes (1)	Form990ProvidedToGvrnBodyInd
Conflict Of Interest Policy	Yes (1)	ConflictOfInterestPolicyInd
Annual Disclosure Covered Prsn	Yes (1)	AnnualDisclosureCoveredPrsnInd
Regular Monitoring Enfrc	Yes (1)	RegularMonitoringEnfrcInd
Whistleblower Policy	Yes (1)	WhistleblowerPolicyInd
Document Retention Policy	Yes (1)	DocumentRetentionPolicyInd
Compensation Process CEO	Yes (1)	CompensationProcessCEOInd
Compensation Process Other	Yes (1)	CompensationProcessOtherInd
Investment In Joint Venture	0	InvestmentInJointVentureInd
States Where Copy Of Return Is Fld	CA	StatesWhereCopyOfReturnIsFldCd
Upon Request	Yes (X)	UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	TARA WATSON DIRECTOR OF FINANCE	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Phone	2677022605	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	1500 SPRING GARDEN ST STE 501	AddressLine1Txt
City	PHILADELPHIA	CityNm
State Abbreviation	PA	StateAbbreviationCd
ZIP	19130	ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (19 entries)

TitleTitleTxt	Average Hours Per WeekAverageHoursPerWeekRt	Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd	OfficerOfficerInd	Reportable Comp From OrgReportableCompFromOrgAmt	Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt	Other CompensationOtherCompensationAmt	Highest Compensated EmployeeHighestCompensatedEmployeeInd
NASIM AFSAR
IMMEDIATE PAST PRESIDENT	2.00	Yes (X)	Yes (X)	$7,500	$0	$0
STEVEN DEITELZWEIG
BOARD MEMBER	1.00	Yes (X)		$0	$0	$0
BRYCE GARTLAND
BOARD MEMBER	1.00	Yes (X)		$0	$0	$0
FLORA KISUULE
BOARD MEMBER	1.00	Yes (X)		$0	$0	$0
MARK W SHEN
BOARD MEMBER	1.00	Yes (X)		$0	$0	$0
CHRISTOPHER FROST
PRESIDENT	2.00	Yes (X)	Yes (X)	$0	$0	$0
JEROME C SIY
BOARD MEMBER	1.00	Yes (X)		$0	$0	$0
DANIELLE SCHEURER
PRESIDENT ELECT	2.00	Yes (X)	Yes (X)	$18,000	$0	$0
CHAD T WHELAN
BOARD MEMBER	1.00	Yes (X)		$0	$0	$0
TRACY CARDIN
TREASURER	2.00	Yes (X)	Yes (X)	$0	$0	$0
KRIS REHM
BOARD MEMBER	1.00	Yes (X)		$0	$0	$0
RACHEL THOMPSON
SECRETARY	2.00	Yes (X)	Yes (X)	$2,000	$0	$0
LAURENCE D WELLIKSON MD
CHIEF EXECUTIVE OFFICER	40.00		Yes (X)	$811,410	$0	$24,556
TARA WATSON
DIRECTOR OF FINANCE	40.00		Yes (X)	$103,577	$0	$18,145
JENNA GOLDSTEIN
DIRECTOR, CHII	40.00			$125,825	$0	$16,940	Yes (X)
KRISTEN SCOTT
DIRECTOR, BUSINESS DEVELOPMENT	40.00			$158,118	$0	$4,744	Yes (X)
LISA ZOKS
VP MARKETING AND COMMUNICATIONS	40.00			$142,535	$0	$29,961	Yes (X)
BETH HAWLEY
COO	40.00			$147,500	$0	$11,827	Yes (X)
NICK MARZANO
DIRECTOR OF EDUCATION	40.00			$122,212	$0	$11,427	Yes (X)

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	$1,638,677	TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org	$0	TotReportableCompRltdOrgAmt
Total Other Compensation	$117,600	TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K	11	IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed	0	FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K	Yes (1)	TotalCompGreaterThan150KInd
Compensation From Other Srcs	0	CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (4 entries)

Address Line1ContractorAddress/USAddress/AddressLine1Txt	CityContractorAddress/USAddress/CityNm	State AbbreviationContractorAddress/USAddress/StateAbbreviationCd	ZIPContractorAddress/USAddress/ZIPCd	ServicesServicesDesc	CompensationCompensationAmt
PERSONIFY INC
PO BOX 759470	BALTIMORE	MD	21275	SOFTWARE SUPPORT	$297,249
ROYAL PRODUCTIONS
PO BOX 62600 DEPT 1214	NEW ORLEANS	LA	701622600	ANNUAL CONFERENCE AV SUPPORT	$157,705
CHAMBER HILL STRATEGIES
1101 K STREET SUITE 30	WASHINGTON	DC	20005	ADVOCACY LEGAL FEES	$149,990
SPENCER STUART
PO BOX 98991	CHICAGO	IL	60693	EXECUTIVE SEARCH	$134,444

Field	Value	IRS element (for citing)
Cntrct Rcvd Greater Than100 K	4	CntrctRcvdGreaterThan100KCnt
Government Grants	$290,961	GovernmentGrantsAmt
Total Contributions	$290,961	TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (5 entries)

DescDesc	BusinessBusinessCd	Total Revenue ColumnTotalRevenueColumnAmt	Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
REGISTRATION FEES	541900	$5,699,310	$5,699,310
MEMBERSHIP FEES	541900	$4,229,803	$4,229,803
JOB FAIRS AND EXHIBITS	541900	$1,292,564	$1,292,564
QUALITY IMPROVEMENT REVENUE	541900	$763,080	$763,080
OTHER PROGRAM INCOME	541900	$543,963	$543,963

Field	Value	IRS element (for citing)
Total Program Service Revenue	$12,528,720	TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$423,177	TotalRevenueColumnAmt
Exclusion	$423,177	ExclusionAmt

Royalties Revenue RoyaltiesRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$674,848	TotalRevenueColumnAmt
Exclusion	$674,848	ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

Field	Value	IRS element (for citing)
Securities	$8,693,018	SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

Field	Value	IRS element (for citing)
Securities	$7,975,474	SecuritiesAmt

Gain Or Loss GainOrLossGrp

Field	Value	IRS element (for citing)
Securities	$717,544	SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$717,544	TotalRevenueColumnAmt
Exclusion	$717,544	ExclusionAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$14,635,250	TotalRevenueColumnAmt
Related Or Exempt Func Income	$12,528,720	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$0	UnrelatedBusinessRevenueAmt
Exclusion	$1,815,569	ExclusionAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

Field	Value	IRS element (for citing)
Total	$1,021,844	TotalAmt
Program Services	$165,904	ProgramServicesAmt
Management And General	$855,940	ManagementAndGeneralAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

Field	Value	IRS element (for citing)
Total	$4,240,723	TotalAmt
Program Services	$2,196,861	ProgramServicesAmt
Management And General	$2,043,862	ManagementAndGeneralAmt

Pension Plan Contributions PensionPlanContributionsGrp

Field	Value	IRS element (for citing)
Total	$81,682	TotalAmt
Program Services	$42,165	ProgramServicesAmt
Management And General	$39,517	ManagementAndGeneralAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

Field	Value	IRS element (for citing)
Total	$656,240	TotalAmt
Program Services	$295,623	ProgramServicesAmt
Management And General	$360,617	ManagementAndGeneralAmt

Payroll Taxes PayrollTaxesGrp

Field	Value	IRS element (for citing)
Total	$321,346	TotalAmt
Program Services	$143,800	ProgramServicesAmt
Management And General	$177,546	ManagementAndGeneralAmt

Fees For Services Legal FeesForServicesLegalGrp

Field	Value	IRS element (for citing)
Total	$2,340	TotalAmt
Management And General	$2,340	ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

Field	Value	IRS element (for citing)
Total	$35,915	TotalAmt
Management And General	$35,915	ManagementAndGeneralAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

Field	Value	IRS element (for citing)
Total	$110,000	TotalAmt
Program Services	$110,000	ProgramServicesAmt

Fees For Services Other FeesForServicesOtherGrp

Field	Value	IRS element (for citing)
Total	$897,673	TotalAmt
Program Services	$551,382	ProgramServicesAmt
Management And General	$346,291	ManagementAndGeneralAmt

Advertising AdvertisingGrp

Field	Value	IRS element (for citing)
Total	$390,402	TotalAmt
Program Services	$322,313	ProgramServicesAmt
Management And General	$68,089	ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

Field	Value	IRS element (for citing)
Total	$114,209	TotalAmt
Program Services	$39,552	ProgramServicesAmt
Management And General	$74,657	ManagementAndGeneralAmt

Information Technology InformationTechnologyGrp

Field	Value	IRS element (for citing)
Total	$650,212	TotalAmt
Program Services	$247,700	ProgramServicesAmt
Management And General	$402,512	ManagementAndGeneralAmt

Occupancy OccupancyGrp

Field	Value	IRS element (for citing)
Total	$490,269	TotalAmt
Management And General	$490,269	ManagementAndGeneralAmt

Travel TravelGrp

Field	Value	IRS element (for citing)
Total	$156,219	TotalAmt
Program Services	$66,298	ProgramServicesAmt
Management And General	$89,921	ManagementAndGeneralAmt

Conferences Meetings ConferencesMeetingsGrp

Field	Value	IRS element (for citing)
Total	$3,612,220	TotalAmt
Program Services	$3,352,793	ProgramServicesAmt
Management And General	$259,427	ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

Field	Value	IRS element (for citing)
Total	$139,017	TotalAmt
Management And General	$139,017	ManagementAndGeneralAmt

Insurance InsuranceGrp

Field	Value	IRS element (for citing)
Total	$44,090	TotalAmt
Management And General	$44,090	ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDesc	TotalTotalAmt	Management And GeneralManagementAndGeneralAmt	Program ServicesProgramServicesAmt
MERCHANT CREDIT CARD FE	$258,155	$258,155
TELECOMMUNICATIONS	$90,905	$87,493	$3,412
TRAINING/DEVELOPMENT	$89,076	$54,265	$34,811
PROFESSIONAL DUES/SUBSC	$18,584	$14,062	$4,522

All Other Expenses AllOtherExpensesGrp

Field	Value	IRS element (for citing)
Total	$30,113	TotalAmt
Management And General	$30,113	ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$13,451,234	TotalAmt
Program Services	$7,577,136	ProgramServicesAmt
Management And General	$5,874,098	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

Field	Value	IRS element (for citing)
BOY	$714,848	BOYAmt
EOY	$663,337	EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

Field	Value	IRS element (for citing)
BOY	$3,792,706	BOYAmt
EOY	$4,097,137	EOYAmt

Accounts Receivable AccountsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$348,730	BOYAmt
EOY	$303,966	EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

Field	Value	IRS element (for citing)
BOY	$252,476	BOYAmt
EOY	$403,254	EOYAmt

Field	Value	IRS element (for citing)
Land Bldg Equip Cost Or Other Bss	$2,804,729	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$2,596,582	LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

Field	Value	IRS element (for citing)
BOY	$307,962	BOYAmt
EOY	$208,147	EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

Field	Value	IRS element (for citing)
BOY	$10,567,542	BOYAmt
EOY	$11,326,344	EOYAmt

Other Assets Total OtherAssetsTotalGrp

Field	Value	IRS element (for citing)
BOY	$58,740	BOYAmt
EOY	$58,740	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$16,043,004	BOYAmt
EOY	$17,060,925	EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

Field	Value	IRS element (for citing)
BOY	$1,989,577	BOYAmt
EOY	$1,186,118	EOYAmt

Deferred Revenue DeferredRevenueGrp

Field	Value	IRS element (for citing)
BOY	$3,960,426	BOYAmt
EOY	$4,260,157	EOYAmt

Other Liabilities OtherLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$150,282	BOYAmt
EOY	$163,883	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$6,100,285	BOYAmt
EOY	$5,610,158	EOYAmt

Field	Value	IRS element (for citing)
Organization Follows SFAS117	Yes (X)	OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$9,942,719	BOYAmt
EOY	$11,450,767	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$9,942,719	BOYAmt
EOY	$11,450,767	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$16,043,004	BOYAmt
EOY	$17,060,925	EOYAmt

Field	Value	IRS element (for citing)
Reconcilation Revenue Expnss	$1,184,016	ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst	-$612,108	NetUnrlzdGainsLossesInvstAmt
Investment Expense	-$83,341	InvestmentExpenseAmt
Prior Period Adjustments	$1,019,481	PriorPeriodAdjustmentsAmt
Other Changes In Net Assets	$0	OtherChangesInNetAssetsAmt
Info In Schedule O Part XII	Yes (X)	InfoInScheduleOPartXIIInd
Method Of Accounting Accrual	Yes (X)	MethodOfAccountingAccrualInd
Accountant Compile Or Review	0	AccountantCompileOrReviewInd
FS Audited	Yes (1)	FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

Field	Value	IRS element (for citing)
Separate Basis Fincl Stmt	Yes (X)	SeparateBasisFinclStmtInd

Field	Value	IRS element (for citing)
Audit Committee	Yes (1)	AuditCommitteeInd
Federal Grant Audit Required	0	FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

Field	Value	IRS element (for citing)
Publicly Supported Org509a2	Yes (X)	PubliclySupportedOrg509a2Ind

Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$1,506,876	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$511,177	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$605,058	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$243,229	CurrentTaxYearMinus1YearAmt
Current Tax Year	$290,961	CurrentTaxYearAmt
Total	$3,157,301	TotalAmt

Gross Receipts Admissions GrossReceiptsAdmissionsGrp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$8,817,843	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$11,120,717	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$12,524,230	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$11,014,341	CurrentTaxYearMinus1YearAmt
Current Tax Year	$12,528,720	CurrentTaxYearAmt
Total	$56,005,851	TotalAmt

Total509 Total509Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$10,324,719	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$11,631,894	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$13,129,288	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$11,257,570	CurrentTaxYearMinus1YearAmt
Current Tax Year	$12,819,681	CurrentTaxYearAmt
Total	$59,163,152	TotalAmt

Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Substantial Contributors Amt SubstantialContributorsAmtGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Field	Value	IRS element (for citing)
Public Support Total509	$59,163,152	PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$840,695	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$1,302,473	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$1,333,786	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$1,126,971	CurrentTaxYearMinus1YearAmt
Current Tax Year	$1,098,025	CurrentTaxYearAmt
Total	$5,701,950	TotalAmt

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$840,695	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$1,302,473	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$1,333,786	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$1,126,971	CurrentTaxYearMinus1YearAmt
Current Tax Year	$1,098,025	CurrentTaxYearAmt
Total	$5,701,950	TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$11,165,414	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$12,934,367	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$14,463,074	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$12,384,541	CurrentTaxYearMinus1YearAmt
Current Tax Year	$13,917,706	CurrentTaxYearAmt
Total	$64,865,102	TotalAmt

Field	Value	IRS element (for citing)
Public Support CY509	0.91210	PublicSupportCY509Pct
Public Support PY509	0.90860	PublicSupportPY509Pct
Investment Income CY	0.08790	InvestmentIncomeCYPct
Investment Income PY	0.09140	InvestmentIncomePYPct
Thirty Thr Pct Suprt Tests CY509	Yes (X)	ThirtyThrPctSuprtTestsCY509Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

Field	Value	IRS element (for citing)
Contributor	RESTRICTED	ContributorNum

Contributor Business Name ContributorBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	RESTRICTED	BusinessNameLine1

Contributor US Address ContributorUSAddress

Field	Value	IRS element (for citing)
Address Line1	RESTRICTED	AddressLine1
Address Line2	RESTRICTED	AddressLine2
City	RESTRICTED	City
State	RESTRICTED	State
ZIP Code	RESTRICTED	ZIPCode

Field	Value	IRS element (for citing)
Total Contributions	RESTRICTED	TotalContributionsAmt

Schedule C IRS990ScheduleC

Field	Value	IRS element (for citing)
Volunteers	0	VolunteersInd
Paid Staff Or Management	0	PaidStaffOrManagementInd
Media Advertisements	0	MediaAdvertisementsInd
Mailings Members	0	MailingsMembersInd
Publications Or Broadcast	0	PublicationsOrBroadcastInd
Grants Other Organizations	0	GrantsOtherOrganizationsInd
Direct Contact Legislators	0	DirectContactLegislatorsInd
Rallies Demonstrations	0	RalliesDemonstrationsInd
Other Activities	Yes (1)	OtherActivitiesInd
Other Activities	$110,000	OtherActivitiesAmt
Total Lobbying Expenditures	$110,000	TotalLobbyingExpendituresAmt
Not Described Section501c3	0	NotDescribedSection501c3Ind

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	PART II-B, LINE 1:	FormAndLineReferenceDesc
Explanation	SHM CONTRACTED WITH AN ADVOCAY FIRM PRIMARILY TO ASSIST WITH POLICY DEVELOPMENT AND POSITIONING. THEY PROVIDE UP TO DATE INFORMATION ON WHAT IS HAPPENING AT THE FEDERAL LEVEL AND INSIGHT ON WHERE POLICY IS HEADED. WHERE AND WHEN NECESSARY, THEY ASSIST WITH DIRECT ADVOCACY.	ExplanationTxt

Schedule D IRS990ScheduleD

Leasehold Improvements LeaseholdImprovementsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$1,280,940	OtherCostOrOtherBasisAmt
Depreciation	$1,280,940	DepreciationAmt
Book Value	$0	BookValueAmt

Equipment EquipmentGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$1,112,164	OtherCostOrOtherBasisAmt
Depreciation	$941,598	DepreciationAmt
Book Value	$170,566	BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$411,625	OtherCostOrOtherBasisAmt
Depreciation	$374,044	DepreciationAmt
Book Value	$37,581	BookValueAmt

Field	Value	IRS element (for citing)
Total Book Value Land Buildings	$208,147	TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp (3 entries)

DescDesc	Book ValueBookValueAmt	Method ValuationMethodValuationCd
OTHER PUBLICLY TRADED SECURITIES	$8,028,069	F
OTHER PUBLICLY TRADED SECURITIES	$3,291,216	F
ALTERNATIVE INVESTMENTS	$7,059	F

Field	Value	IRS element (for citing)
Total Book Value Securities	$11,326,344	TotalBookValueSecuritiesAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

Field	Value	IRS element (for citing)
Desc	DEFERRED RENT	Desc
Amt	$163,883	Amt

Field	Value	IRS element (for citing)
Total Liability	$163,883	TotalLiabilityAmt
Footnote Text	Yes (X)	FootnoteTextInd
Total Rev Etc Audited Fincl Stmt	$13,494,529	TotalRevEtcAuditedFinclStmtAmt
Revenue Not Reported	$0	RevenueNotReportedAmt
Revenue Subtotal	$13,494,529	RevenueSubtotalAmt
Other Revenues Not Included	$1,140,721	OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt	$1,140,721	RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990	$14,635,250	TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt	$13,451,234	TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported	$0	ExpensesNotReportedAmt
Expenses Subtotal	$13,451,234	ExpensesSubtotalAmt
Expenses Not Rpt Fincl Stmt	$0	ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990	$13,451,234	TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDesc

ExplanationExplanationTxt

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, 2019, 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, 2019 OR 2018.

PART XI, LINE 4B - OTHER ADJUSTMENTS:

REALIZED GAIN 717,544. DIVIDEND AND INTEREST INCOME 423,177.

Schedule J IRS990ScheduleJ

Field	Value	IRS element (for citing)
Idemnification Gross Up Pmts	Yes (X)	IdemnificationGrossUpPmtsInd
Written Policy Ref T And E Expnss	Yes (1)	WrittenPolicyRefTAndEExpnssInd
Substantiation Required	0	SubstantiationRequiredInd
Written Employment Contract	Yes (X)	WrittenEmploymentContractInd
Board Or Committee Approval	Yes (X)	BoardOrCommitteeApprovalInd
Severance Payment	0	SeverancePaymentInd
Supplemental Nonqual Rtr Plan	0	SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm	0	EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org	0	CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs	0	CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org	0	CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs	0	CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments	0	AnyNonFixedPaymentsInd
Initial Contract Exception	0	InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (4 entries)

TitleTitleTxt	Base Compensation Filing OrgBaseCompensationFilingOrgAmt	Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt	Bonus Filing OrganizationBonusFilingOrganizationAmount	Bonus Related OrganizationsBonusRelatedOrganizationsAmt	Other Compensation Filing OrgOtherCompensationFilingOrgAmt	Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt	Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt	Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt	Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt	Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt	Total Compensation Filing OrgTotalCompensationFilingOrgAmt	Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt	Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt	Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
LAURENCE D WELLIKSON MD
CHIEF EXECUTIVE OFFICER	$674,516	$0	$136,894	$0	$0	$0	$24,342	$0	$214	$0	$835,966	$0	$0	$0
KRISTEN SCOTT
DIRECTOR, BUSINESS DEVELOPMENT	$126,173	$0	$31,945	$0	$0	$0	$4,744	$0	$0	$0	$162,862	$0	$0	$0
LISA ZOKS
VP MARKETING AND COMMUNICATIONS	$137,535	$0	$5,000	$0	$0	$0	$4,276	$0	$25,685	$0	$172,496	$0	$0	$0
BETH HAWLEY
COO	$122,500	$0	$25,000	$0	$0	$0	$4,425	$0	$7,402	$0	$159,327	$0	$0	$0

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
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	SHM HAS A YEARLY POLICY REVIEW AT THE TIME OF THE ANNUAL AUDIT. THE BOARD RECEIVES A REPORT FROM ITS OUTSIDE AUDITORS IN WRITING AND ORALLY AS TO SHM'S CONTINUED COMPLIANCE WITH ALL POLICIES.
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 IS POSTED ON SHM'S WEBSITE IN THE SECTION AVAILABLE TO THE PUBLIC. THE BYLAWS AND OTHER POLICY DOCUMENTS CAN ALSO BE FOUND IN THIS SECTION. 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.