2020-06-24T06:48:18-05:00 2019-09-30 131639826 EISNERAMPER LLP 130 NORTH 18TH STREET SUITE 3000 PHILADELPHIA PA 191032757 990 2018-10-01 233057353 SOCIETY OF HOSPITAL MEDICINE SOCI 2153517754 1500 SPRING GARDEN ST NO 501 PHILADELPHIA PA 19130 TARA WATSON DIRECTOR OF FINANCE 2153517754 2020-05-27 1 HELEN M MARTIN P01330899 2158818800 64.238.150.4 2020-05-27 12:45:40 ED P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 0EDE4F5BE59FB99924CAAEE7408372872BC47088 2018 2020-11-06 18:47:13Z DR LAURENCE WELLIKSON 1500 SPRING GARDEN ST NO 501 PHILADELPHIA PA 19130 22610724 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 62 0 0 0 243229 290961 11014341 12528720 415402 1140721 854277 674848 12527249 14635250 0 0 0 0 5455338 6321835 0 0 0 6579055 7129399 12034393 13451234 492856 1184016 16043004 17060925 6100285 5610158 9942719 11450767 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 5146036 7535837 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 899572 763080 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 1531528 4229803 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. 7577136 1 1 0 1 0 0 0 0 0 0 1 1 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 142 0 1 62 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 NASIM AFSAR IMMEDIATE PAST PRESIDENT 2.00 X X 7500 0 0 STEVEN DEITELZWEIG BOARD MEMBER 1.00 X 0 0 0 BRYCE GARTLAND BOARD MEMBER 1.00 X 0 0 0 FLORA KISUULE BOARD MEMBER 1.00 X 0 0 0 MARK W SHEN BOARD MEMBER 1.00 X 0 0 0 CHRISTOPHER FROST PRESIDENT 2.00 X X 0 0 0 JEROME C SIY BOARD MEMBER 1.00 X 0 0 0 DANIELLE SCHEURER PRESIDENT ELECT 2.00 X X 18000 0 0 CHAD T WHELAN BOARD MEMBER 1.00 X 0 0 0 TRACY CARDIN TREASURER 2.00 X X 0 0 0 KRIS REHM BOARD MEMBER 1.00 X 0 0 0 RACHEL THOMPSON SECRETARY 2.00 X X 2000 0 0 LAURENCE D WELLIKSON MD CHIEF EXECUTIVE OFFICER 40.00 X 811410 0 24556 TARA WATSON DIRECTOR OF FINANCE 40.00 X 103577 0 18145 JENNA GOLDSTEIN DIRECTOR, CHII 40.00 X 125825 0 16940 KRISTEN SCOTT DIRECTOR, BUSINESS DEVELOPMENT 40.00 X 158118 0 4744 LISA ZOKS VP MARKETING AND COMMUNICATIONS 40.00 X 142535 0 29961 BETH HAWLEY COO 40.00 X 147500 0 11827 NICK MARZANO DIRECTOR OF EDUCATION 40.00 X 122212 0 11427 1638677 0 117600 11 0 1 0 PERSONIFY INC PO BOX 759470 BALTIMORE MD 21275 SOFTWARE SUPPORT 297249 ROYAL PRODUCTIONS PO BOX 62600 DEPT 1214 NEW ORLEANS LA 701622600 ANNUAL CONFERENCE AV SUPPORT 157705 CHAMBER HILL STRATEGIES 1101 K STREET SUITE 30 WASHINGTON DC 20005 ADVOCACY LEGAL FEES 149990 SPENCER STUART PO BOX 98991 CHICAGO IL 60693 EXECUTIVE SEARCH 134444 4 290961 290961 REGISTRATION FEES 541900 5699310 5699310 MEMBERSHIP FEES 541900 4229803 4229803 JOB FAIRS AND EXHIBITS 541900 1292564 1292564 QUALITY IMPROVEMENT REVENUE 541900 763080 763080 OTHER PROGRAM INCOME 541900 543963 543963 12528720 423177 423177 674848 674848 8693018 7975474 717544 717544 717544 14635250 12528720 0 1815569 1021844 165904 855940 4240723 2196861 2043862 81682 42165 39517 656240 295623 360617 321346 143800 177546 2340 2340 35915 35915 110000 110000 897673 551382 346291 390402 322313 68089 114209 39552 74657 650212 247700 402512 490269 490269 156219 66298 89921 3612220 3352793 259427 139017 139017 44090 44090 MERCHANT CREDIT CARD FE 258155 258155 TELECOMMUNICATIONS 90905 3412 87493 TRAINING/DEVELOPMENT 89076 34811 54265 PROFESSIONAL DUES/SUBSC 18584 4522 14062 30113 30113 13451234 7577136 5874098 0 714848 663337 3792706 4097137 348730 303966 252476 403254 2804729 2596582 307962 208147 10567542 11326344 58740 58740 16043004 17060925 1989577 1186118 3960426 4260157 150282 163883 6100285 5610158 X 9942719 11450767 9942719 11450767 16043004 17060925 1184016 -612108 -83341 1019481 0 X X 0 1 X 1 0 X 1506876 511177 605058 243229 290961 3157301 8817843 11120717 12524230 11014341 12528720 56005851 10324719 11631894 13129288 11257570 12819681 59163152 0 0 0 59163152 840695 1302473 1333786 1126971 1098025 5701950 840695 1302473 1333786 1126971 1098025 5701950 11165414 12934367 14463074 12384541 13917706 64865102 0.91210 0.90860 0.08790 0.09140 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 1 110000 110000 0 PART II-B, LINE 1: 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. 1280940 1280940 0 1112164 941598 170566 411625 374044 37581 208147 OTHER PUBLICLY TRADED SECURITIES 8028069 F OTHER PUBLICLY TRADED SECURITIES 3291216 F ALTERNATIVE INVESTMENTS 7059 F 11326344 DEFERRED RENT 163883 163883 X 13494529 0 13494529 1140721 1140721 14635250 13451234 0 13451234 0 13451234 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. X 1 0 X X 0 0 0 0 0 0 0 0 0 LAURENCE D WELLIKSON MD CHIEF EXECUTIVE OFFICER 674516 0 136894 0 0 0 24342 0 214 0 835966 0 0 0 KRISTEN SCOTT DIRECTOR, BUSINESS DEVELOPMENT 126173 0 31945 0 0 0 4744 0 0 0 162862 0 0 0 LISA ZOKS VP MARKETING AND COMMUNICATIONS 137535 0 5000 0 0 0 4276 0 25685 0 172496 0 0 0 BETH HAWLEY COO 122500 0 25000 0 0 0 4425 0 7402 0 159327 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 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.