SOCIETY OF HOSPITAL MEDICINE: Form 990, tax year 2017

View the entire original 990 at ProPublica ↗

Organization: SOCIETY OF HOSPITAL MEDICINE (EIN 23-3057353)
Tax period: 2017-10-01 to 2018-09-30
Filed: 2019-02-04
IRS object ID: 201920359349300002
Schema version: 2017v2.3
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 D
Schedule J
Schedule O

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2019-02-04T06:32:58-06:00	ReturnTs
Tax Period End	2018-09-30	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	2017-10-01	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	2019-01-25	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	2019-01-25	IPDt
IP Tm	09:59:13	IPTm
IP Timezone	ES	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	2017	TaxYr
Build TS	2019-02-21 02:37:17Z	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	$13,159,467	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	64	TotalEmployeeCnt
Total Volunteers	0	TotalVolunteersCnt
Total Gross UBI	$0	TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm	$0	NetUnrelatedBusTxblIncmAmt
PY Contributions Grants	$605,058	PYContributionsGrantsAmt
CY Contributions Grants	$243,229	CYContributionsGrantsAmt
PY Program Service Revenue	$12,524,230	PYProgramServiceRevenueAmt
CY Program Service Revenue	$11,014,341	CYProgramServiceRevenueAmt
PY Investment Income	$840,134	PYInvestmentIncomeAmt
CY Investment Income	$415,402	CYInvestmentIncomeAmt
PY Other Revenue	$1,093,261	PYOtherRevenueAmt
CY Other Revenue	$854,277	CYOtherRevenueAmt
PY Total Revenue	$15,062,683	PYTotalRevenueAmt
CY Total Revenue	$12,527,249	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	$5,892,551	PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid	$5,455,338	CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns	$0	PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns	$0	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$0	CYTotalFundraisingExpenseAmt
PY Other Expenses	$7,831,735	PYOtherExpensesAmt
CY Other Expenses	$6,579,055	CYOtherExpensesAmt
PY Total Expenses	$13,724,286	PYTotalExpensesAmt
CY Total Expenses	$12,034,393	CYTotalExpensesAmt
PY Revenues Less Expenses	$1,338,397	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	$492,856	CYRevenuesLessExpensesAmt
Total Assets BOY	$14,547,196	TotalAssetsBOYAmt
Total Assets EOY	$16,043,004	TotalAssetsEOYAmt
Total Liabilities BOY	$5,286,241	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$6,100,285	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$9,260,955	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$9,942,719	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	$4,160,905	ExpenseAmt
Revenue	$6,102,043	RevenueAmt
Desc	EDUCATIONANNUAL MEETING IS TO BE PART OF THE HOSPITAL MEDICINE MOVEMENT WITH OVER 3600 ATTENDEES THAT ARE ABLE TO PARTICIPATE IN OVER 120 DIFFERENT EDUCATIONAL SESSIONS. ADDITIONALLY, AT THE 2018 ANNUAL MEETING THERE WERE OVER 1,000 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	$1,065,093	ExpenseAmt
Revenue	$1,000,595	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	$1,526,677	ExpenseAmt
Revenue	$4,765,980	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 MORE THAN 18,000 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	$6,752,675	TotalProgramServiceExpensesAmt
Described In Section501c3	Yes (1)	DescribedInSection501c3Ind
Schedule B Required	Yes (1)	ScheduleBRequiredInd
Political Campaign Acty	0	PoliticalCampaignActyInd
Lobbying Activities	0	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	122	IRPDocumentCnt
IRP Document W2 G	0	IRPDocumentW2GCnt
Backup Wthld Compliance	Yes (1)	BackupWthldComplianceInd
Employee	64	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
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
PRESIDENT	1.00	Yes (X)	Yes (X)	$0	$0	$0
STEVEN DEITELZWEIG
BOARD MEMBER	1.00	Yes (X)		$0	$0	$0
HOWARD R EPSTEIN
BOARD MEMBER	1.00	Yes (X)		$0	$0	$0
JEROME SIY
BOARD MEMBER	1.00	Yes (X)		$0	$0	$0
RON GREENO
IMMEDIATE PAST PRESIDENT	2.00	Yes (X)	Yes (X)	$5,000	$0	$0
CHRISTOPHER FROST
PRESIDENT ELECT	1.00	Yes (X)	Yes (X)	$0	$0	$0
BRADLEY SHARPE
BOARD MEMBER	1.00	Yes (X)		$0	$0	$0
DANIELLE SCHEURER
TREASURER	1.00	Yes (X)	Yes (X)	$6,000	$0	$0
PATRICK TORCSON
BOARD MEMBER	1.00	Yes (X)		$0	$0	$0
TRACY CARDIN
SECRETARY	1.00	Yes (X)	Yes (X)	$0	$0	$0
KRIS REHM
BOARD MEMBER	1.00	Yes (X)		$0	$0	$0
RACHEL THOMPSON
BOARD MEMBER	1.00	Yes (X)		$0	$0	$0
LAURENCE D WELLIKSON MD
CHIEF EXECUTIVE OFFICER	40.00		Yes (X)	$1,050,546	$0	$18,373
TARA WATSON
DIRECTOR OF FINANCE	40.00		Yes (X)	$102,186	$0	$16,978
JENNA GOLDSTEIN
DIRECTOR, CHII	40.00			$121,708	$0	$11,567	Yes (X)
KRISTEN SCOTT
DIRECTOR, BUSINESS DEVELOPMENT	40.00			$177,654	$0	$5,511	Yes (X)
LISA ZOKS
VP MARKETING AND COMMUNICATIONS	40.00			$139,183	$0	$26,536	Yes (X)
BETH HAWLEY
COO	40.00			$225,000	$0	$21,479	Yes (X)
JOSH BOSWELL
GENERAL COUNSEL	40.00			$106,739	$0	$26,387	Yes (X)

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	$1,934,016	TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org	$0	TotReportableCompRltdOrgAmt
Total Other Compensation	$126,831	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 (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1Txt	CityContractorAddress/USAddress/CityNm	State AbbreviationContractorAddress/USAddress/StateAbbreviationCd	ZIPContractorAddress/USAddress/ZIPCd	ServicesServicesDesc	CompensationCompensationAmt
MGM RESORTS INTERNATIONAL
PO BOX 748137	LOS ANGELES	CA	90074	CONVENTION CENTER	$1,661,480
PERSONIFY INC
PO BOX 759470	BALTIMORE	MD	21275	SOFTWARE SUPPORT	$490,575
OMNI NASHVILLE
250 5TH AVE	NASHVILLE	TN	37203	CONVENTION CENTER	$362,439
BRIGHTFUND
1010 WAYNE AVE SUITE 800	SILVER SPRINGS	MD	20910	DIGITAL DESIGN	$287,686
ROYAL PRODUCTIONS
PO BOX 62600	NEW ORLEANS	LA	70162	AUDIO-VISUAL EQUIP RENTAL	$268,564

Field	Value	IRS element (for citing)
Cntrct Rcvd Greater Than100 K	13	CntrctRcvdGreaterThan100KCnt
Government Grants	$51,305	GovernmentGrantsAmt
All Other Contributions	$191,924	AllOtherContributionsAmt
Total Contributions	$243,229	TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (5 entries)

DescDesc	BusinessBusinessCd	Total Revenue ColumnTotalRevenueColumnAmt	Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
REGISTRATION FEES	541900	$3,844,999	$3,844,999
MEMBERSHIP FEES	541900	$3,774,543	$3,774,543
JOB FAIRS AND EXHIBITS	541900	$1,720,217	$1,720,217
QUALITY IMPROVEMENT REVENUE	541900	$1,095,136	$1,095,136
OTHER PROGRAM INCOME	541900	$579,446	$579,446

Field	Value	IRS element (for citing)
Total Program Service Revenue	$11,014,341	TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$272,694	TotalRevenueColumnAmt
Exclusion	$272,694	ExclusionAmt

Royalties Revenue RoyaltiesRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$854,277	TotalRevenueColumnAmt
Related Or Exempt Func Income	$854,277	RelatedOrExemptFuncIncomeAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

Field	Value	IRS element (for citing)
Securities	$774,926	SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

Field	Value	IRS element (for citing)
Securities	$632,218	SecuritiesAmt

Gain Or Loss GainOrLossGrp

Field	Value	IRS element (for citing)
Securities	$142,708	SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$142,708	TotalRevenueColumnAmt
Exclusion	$142,708	ExclusionAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$12,527,249	TotalRevenueColumnAmt
Related Or Exempt Func Income	$11,868,618	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$0	UnrelatedBusinessRevenueAmt
Exclusion	$415,402	ExclusionAmt

Field	Value	IRS element (for citing)
Info In Schedule O Part IX	Yes (X)	InfoInScheduleOPartIXInd

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

Field	Value	IRS element (for citing)
Total	$971,693	TotalAmt
Program Services	$155,262	ProgramServicesAmt
Management And General	$816,431	ManagementAndGeneralAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

Field	Value	IRS element (for citing)
Total	$3,530,581	TotalAmt
Program Services	$2,074,007	ProgramServicesAmt
Management And General	$1,456,574	ManagementAndGeneralAmt

Pension Plan Contributions PensionPlanContributionsGrp

Field	Value	IRS element (for citing)
Total	$85,206	TotalAmt
Program Services	$48,689	ProgramServicesAmt
Management And General	$36,517	ManagementAndGeneralAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

Field	Value	IRS element (for citing)
Total	$562,911	TotalAmt
Program Services	$286,033	ProgramServicesAmt
Management And General	$276,878	ManagementAndGeneralAmt

Payroll Taxes PayrollTaxesGrp

Field	Value	IRS element (for citing)
Total	$304,947	TotalAmt
Program Services	$151,254	ProgramServicesAmt
Management And General	$153,693	ManagementAndGeneralAmt

Fees For Services Legal FeesForServicesLegalGrp

Field	Value	IRS element (for citing)
Total	$6,389	TotalAmt
Management And General	$6,389	ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

Field	Value	IRS element (for citing)
Total	$28,753	TotalAmt
Management And General	$28,753	ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

Field	Value	IRS element (for citing)
Total	$1,397,476	TotalAmt
Program Services	$791,535	ProgramServicesAmt
Management And General	$605,941	ManagementAndGeneralAmt

Advertising AdvertisingGrp

Field	Value	IRS element (for citing)
Total	$380,617	TotalAmt
Program Services	$336,687	ProgramServicesAmt
Management And General	$43,930	ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

Field	Value	IRS element (for citing)
Total	$126,699	TotalAmt
Program Services	$26,876	ProgramServicesAmt
Management And General	$99,823	ManagementAndGeneralAmt

Information Technology InformationTechnologyGrp

Field	Value	IRS element (for citing)
Total	$393,129	TotalAmt
Program Services	$97,187	ProgramServicesAmt
Management And General	$295,942	ManagementAndGeneralAmt

Occupancy OccupancyGrp

Field	Value	IRS element (for citing)
Total	$521,694	TotalAmt
Management And General	$521,694	ManagementAndGeneralAmt

Travel TravelGrp

Field	Value	IRS element (for citing)
Total	$459,057	TotalAmt
Program Services	$232,753	ProgramServicesAmt
Management And General	$226,304	ManagementAndGeneralAmt

Conferences Meetings ConferencesMeetingsGrp

Field	Value	IRS element (for citing)
Total	$2,659,608	TotalAmt
Program Services	$2,510,705	ProgramServicesAmt
Management And General	$148,903	ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

Field	Value	IRS element (for citing)
Total	$167,623	TotalAmt
Management And General	$167,623	ManagementAndGeneralAmt

Insurance InsuranceGrp

Field	Value	IRS element (for citing)
Total	$21,235	TotalAmt
Management And General	$21,235	ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDesc	TotalTotalAmt	Management And GeneralManagementAndGeneralAmt	Program ServicesProgramServicesAmt
MERCHANT CREDIT CARD FE	$216,744	$216,744
TRAINING	$109,395	$77,216	$32,179
BANK FEES	$24,697	$24,697
PROFESSIONAL DUES	$15,747	$11,648	$4,099

All Other Expenses AllOtherExpensesGrp

Field	Value	IRS element (for citing)
Total	$50,192	TotalAmt
Program Services	$5,409	ProgramServicesAmt
Management And General	$44,783	ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$12,034,393	TotalAmt
Program Services	$6,752,675	ProgramServicesAmt
Management And General	$5,281,718	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

Field	Value	IRS element (for citing)
BOY	$353,331	BOYAmt
EOY	$714,848	EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

Field	Value	IRS element (for citing)
BOY	$2,529,980	BOYAmt
EOY	$3,792,706	EOYAmt

Accounts Receivable AccountsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$423,742	BOYAmt
EOY	$348,730	EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

Field	Value	IRS element (for citing)
BOY	$95,688	BOYAmt
EOY	$252,476	EOYAmt

Field	Value	IRS element (for citing)
Land Bldg Equip Cost Or Other Bss	$3,244,683	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$2,936,721	LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

Field	Value	IRS element (for citing)
BOY	$424,757	BOYAmt
EOY	$307,962	EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

Field	Value	IRS element (for citing)
BOY	$7,013,740	BOYAmt
EOY	$8,374,222	EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

Field	Value	IRS element (for citing)
BOY	$3,647,218	BOYAmt
EOY	$2,193,320	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	$14,547,196	BOYAmt
EOY	$16,043,004	EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

Field	Value	IRS element (for citing)
BOY	$1,792,591	BOYAmt
EOY	$1,989,577	EOYAmt

Deferred Revenue DeferredRevenueGrp

Field	Value	IRS element (for citing)
BOY	$3,364,801	BOYAmt
EOY	$3,960,426	EOYAmt

Other Liabilities OtherLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$128,849	BOYAmt
EOY	$150,282	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$5,286,241	BOYAmt
EOY	$6,100,285	EOYAmt

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

Unrestricted Net Assets UnrestrictedNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$9,260,955	BOYAmt
EOY	$9,942,719	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$9,260,955	BOYAmt
EOY	$9,942,719	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$14,547,196	BOYAmt
EOY	$16,043,004	EOYAmt

Field	Value	IRS element (for citing)
Reconcilation Revenue Expnss	$492,856	ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst	$256,933	NetUnrlzdGainsLossesInvstAmt
Investment Expense	-$68,025	InvestmentExpenseAmt
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	$672,811	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$1,506,876	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$511,177	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$605,058	CurrentTaxYearMinus1YearAmt
Current Tax Year	$243,229	CurrentTaxYearAmt
Total	$3,539,151	TotalAmt

Gross Receipts Admissions GrossReceiptsAdmissionsGrp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$10,286,356	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$8,817,843	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$11,120,717	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$12,524,230	CurrentTaxYearMinus1YearAmt
Current Tax Year	$11,014,341	CurrentTaxYearAmt
Total	$53,763,487	TotalAmt

Total509 Total509Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$10,959,167	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$10,324,719	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$11,631,894	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$13,129,288	CurrentTaxYearMinus1YearAmt
Current Tax Year	$11,257,570	CurrentTaxYearAmt
Total	$57,302,638	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	$57,302,638	PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$1,159,399	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$840,695	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$1,302,473	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$1,333,786	CurrentTaxYearMinus1YearAmt
Current Tax Year	$1,126,971	CurrentTaxYearAmt
Total	$5,763,324	TotalAmt

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$1,159,399	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$840,695	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$1,302,473	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$1,333,786	CurrentTaxYearMinus1YearAmt
Current Tax Year	$1,126,971	CurrentTaxYearAmt
Total	$5,763,324	TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$12,118,566	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$11,165,414	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$12,934,367	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$14,463,074	CurrentTaxYearMinus1YearAmt
Current Tax Year	$12,384,541	CurrentTaxYearAmt
Total	$63,065,962	TotalAmt

Field	Value	IRS element (for citing)
Public Support CY509	0.90860	PublicSupportCY509Pct
Public Support PY509	0.89990	PublicSupportPY509Pct
Investment Income CY	0.09140	InvestmentIncomeCYPct
Investment Income PY	0.10010	InvestmentIncomePYPct
Thirty Thr Pct Suprt Tests CY509	Yes (X)	ThirtyThrPctSuprtTestsCY509Ind

Schedule B IRS990ScheduleB

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	$443,306	OtherCostOrOtherBasisAmt
Depreciation	$352,352	DepreciationAmt
Book Value	$90,954	BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$1,520,437	OtherCostOrOtherBasisAmt
Depreciation	$1,303,429	DepreciationAmt
Book Value	$217,008	BookValueAmt

Field	Value	IRS element (for citing)
Total Book Value Land Buildings	$307,962	TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp (2 entries)

DescDesc	Book ValueBookValueAmt	Method ValuationMethodValuationCd
ISHARES CORE US AGGREGATE BOND	$1,214,325	F
VANGUARD TOTAL BOND MARKET INDEX	$978,995	F

Field	Value	IRS element (for citing)
Total Book Value Securities	$2,193,320	TotalBookValueSecuritiesAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

Field	Value	IRS element (for citing)
Desc	DEFERRED RENT	Desc
Amt	$150,282	Amt

Field	Value	IRS element (for citing)
Total Liability	$150,282	TotalLiabilityAmt
Footnote Text	Yes (X)	FootnoteTextInd
Total Rev Etc Audited Fincl Stmt	$12,111,847	TotalRevEtcAuditedFinclStmtAmt
Revenue Not Reported	$0	RevenueNotReportedAmt
Revenue Subtotal	$12,111,847	RevenueSubtotalAmt
Other Revenues Not Included	$415,402	OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt	$415,402	RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990	$12,527,249	TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt	$12,034,393	TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported	$0	ExpensesNotReportedAmt
Expenses Subtotal	$12,034,393	ExpensesSubtotalAmt
Expenses Not Rpt Fincl Stmt	$0	ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990	$12,034,393	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, 2018 AND 2017, 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, 2018 OR 2017.

PART XI, LINE 4B - OTHER ADJUSTMENTS:

REALIZED GAIN 142,708. DIVIDEND AND INTEREST INCOME 272,694.

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	$649,442	$0	$401,104	$0	$0	$0	$12,138	$0	$6,235	$0	$1,068,919	$0	$0	$0
KRISTEN SCOTT
DIRECTOR, BUSINESS DEVELOPMENT	$126,696	$0	$50,958	$0	$0	$0	$5,330	$0	$181	$0	$183,165	$0	$0	$0
LISA ZOKS
VP MARKETING AND COMMUNICATIONS	$132,183	$0	$7,000	$0	$0	$0	$4,175	$0	$22,361	$0	$165,719	$0	$0	$0
BETH HAWLEY
COO	$225,000	$0	$0	$0	$0	$0	$6,750	$0	$14,729	$0	$246,479	$0	$0	$0

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (6 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 IX, LINE 11G	BUSINESS CONSULTANTS: PROGRAM SERVICE EXPENSES 163,375. MANAGEMENT AND GENERAL EXPENSES 357,878. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 521,253. EXPERT ADVISORS: PROGRAM SERVICE EXPENSES 378,859. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 378,859. OTHER PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 126,809. MANAGEMENT AND GENERAL EXPENSES 248,063. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 374,872. PROFESSIONAL EDITORS/WRITERS: PROGRAM SERVICE EXPENSES 122,492. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 122,492.
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.