2022-08-03T06:48:21-05:00 2021-09-30 871353108 EISNER ADVISORY GROUP LLC 130 NORTH 18TH STREET SUITE 3000 PHILADELPHIA PA 191032757 990 2020-10-01 233057353 SOCIETY OF HOSPITAL MEDICINE SOCI 2153517754 1500 SPRING GARDEN ST NO 501 PHILADELPHIA PA 19130 TARA WATSON DIRECTOR OF FINANCE 2153517754 2022-07-19 1 TARA WATSON 999009999 HELEN M MARTIN P01330899 2158818800 3 AAL1 IAL1 2020 2022-09-23 18:48:47Z ERIC HOWELL 1500 SPRING GARDEN ST NO 501 PHILADELPHIA PA 19130 14012099 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 60 0 0 0 400901 1368019 7623436 8453814 -58196 910973 595922 550000 8562063 11282806 0 0 0 0 6627151 7030390 0 0 0 4121133 2884840 10748284 9915230 -2186221 1367576 15983140 18912774 6591231 7132419 9391909 11780355 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 2240441 2910645 ANNUAL MEETINGANNUAL MEETING, NOW KNOWN AS CONVERGE, IS PART OF THE HOSPITAL MEDICINE MOVEMENT. IN 2022 THERE WERE OVER 2600 ATTENDEES THAT WERE ABLE TO PARTICIPATE IN OVER 120 DIFFERENT EDUCATIONAL SESSIONS. ADDITIONALLY, THERE WERE OVER 800 PARTICIPANTS IN THE POSTER SESSION THAT SHOWCASES AREAS OF ACADEMIC RESEARCH, INNOVATION AND KEY CLINICAL CASES. OTHER EDUCATION INITIATIVESLEADERSHIP ACADEMY - SHM CONDUCTS A 4 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 1,800 GRADUATES OF THE LEADERSHIP ACADEMY. 759672 441534 CQITHE CENTER FOR QUALITY IMPROVEMENT SUPPORTS AND EQUIPS HOSPITALISTS AND OTHER HOSPITAL CLINICIANS WITH "BEST PRACTICE AND EVIDENCE-BASED IMPLEMENTATION TOOLS, FRAMEWORKS, RESOURCES AND STRATEGIES, RESULTING IN A SUSTAINABLE MODEL OF IMPROVED PATIENT SAFETY, OUTCOMES AND QUALITY OF CARE. THE CENTER PARTNERS WITH A DIVERSE POOL OF FUNDERS TO DEVELOP THESE PROGRAMS AND RESOURCES ADDRESSING MULTIPLE CLINICAL TOPICS INCLUDING GLYCEMIC CONTROL, COPD, VTE AND IMPROVING HANDOFFS OF CARE. SHM'S MENTORED IMPLEMENTATION MODEL IS THE PRIMARY MECHANISM FOR FACILITATING PROCESS IMPROVEMENT AND SUSTAINABLE CULTURAL CHANGE IN THE HOSPITAL TO IMPROVE PATIENT OUTCOMES. 1862563 5101635 MEMBERSHIPTHE SOCIETY OF HOSPITAL MEDICINE (SHM) IS DEDICATED TO SUPPORTING THE NEEDS OF HOSPITAL MEDICINE PROFESSIONALS AND PROMOTING EXCEPTIONAL CARE FOR HOSPITALIZED PATIENTS. SHM SERVES ITS MEMBERS BY DELIVERING HIGH QUALITY RESOURCES, LIVE AND ONLINE EDUCATION AND ACCESS TO A MULTI-DISCIPLINARY NETWORK OF ENGAGED HOSPITAL MEDICINE PROFESSIONALS.MEMBERS RECEIVE A RANGE OF EXCLUSIVE BENEFITS INCLUDING, BUT NOT LIMITED TO: SUBSCRIPTIONS TO THE HOSPITALIST AND THE JOURNAL OF HOSPITAL MEDICINE (PUBLISHED MONTHLY); MEMBERSHIP IN A LOCAL CHAPTER; ACCESS TO SPECIAL INTEREST GROUPS; AND A PORTFOLIO OF DIGITAL RESOURCES INCLUDING THE LEARNING PORTAL AND CLINICAL CONTENT ON QUALITY IMPROVEMENT. 4862676 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 91 0 1 60 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 LAURENCE D WELLIKSON MD FORMER CEO 40.00 X 908034 0 15723 ERIC E HOWELL CHIEF EXECUTIVE OFFICER 40.00 X 365251 0 20896 TOMMY GEORGE CHIEF OF OPERATIONS 40.00 X 149355 0 31587 JOSH BOSWELL CHIEF LEGAL OFFICER 40.00 X 146819 0 31279 JENNA GOLDSTEIN CHIEF OF STRATEGIC PARTNERSHIPS 40.00 X 134514 0 29375 LISA ZOKS VP-MARKETING AND COMMUNICATIONS 40.00 X 126889 0 34915 NICK MARZANO CHIEF OF STRATEGY 40.00 X 133449 0 17698 TARA WATSON DIRECTOR OF FINANCE 40.00 X 125229 0 23921 JEROME C SIY PRESIDENT 2.00 X X 0 0 0 RACHEL THOMPSON PRESIDENT-ELECT 2.00 X X 0 0 0 DANIELLE SCHEURER IMMEDIATE PAST PRESIDENT 2.00 X X 0 0 0 FLORA KISUULE SECRETARY 2.00 X X 0 0 0 KRIS REHM TREASURER 2.00 X X 0 0 0 TRACY CARDIN BOARD MEMBER 1.00 X 0 0 0 STEVEN DEITELZWEIG BOARD MEMBER 1.00 X 0 0 0 BRYCE GARTLAND BOARD MEMBER 1.00 X 0 0 0 EFREN MANJARREZ BOARD MEMBER 1.00 X 0 0 0 MARK W SHEN BOARD MEMBER 1.00 X 0 0 0 DARLENE TAD-Y BOARD MEMBER 1.00 X 0 0 0 CHAD T WHELAN BOARD MEMBER 1.00 X 0 0 0 ROB ZIPPER BOARD MEMBER 1.00 X 0 0 0 2089540 0 205394 15 1 1 0 PERSONIFY INC PO BOX 759470 BALTIMORE MD 21275 SOFTWARE SUPPORT 240652 THOMAS JEFFERSON UNIVERSITY HOSPITAL IN 901 WALNUT STREET PHILADELPHIA PA 19107 PROGRAM CONTRACTOR 144700 CHAMBER HILL STRATEGIES 1101 K STREET SUITE 30 WASHINGTON DC 20005 ADVOCACY LEGAL FEES 125382 JOHNS HOPKINS UNIVERSITY 4940 EASTERN AVE B BLDG 1ST FL BALTIMORE MD 21224 PROGRAM CONTRACTOR 108886 4 928200 439819 1368019 MEMBERSHIP FEES 541900 5101635 5101635 REGISTRATION FEES 541900 1976108 1976108 JOB FAIRS AND EXHIBITS 541900 468332 468332 OTHER PROGRAM INCOME 541900 466205 466205 QUALITY IMPROVEMENT REVENUE 541900 441534 441534 8453814 236576 236576 550000 550000 3403690 2729293 674397 674397 674397 11282806 8453814 0 1460973 848751 166284 682467 4924504 2940858 1983646 121384 65325 56059 746720 361426 385294 389031 210171 178860 1554 1554 19499 19499 133995 133995 619753 518251 101502 149976 96194 53782 66560 20057 46503 525710 89076 436634 482849 482849 49199 7555 41644 389045 379679 9366 83722 83722 22199 22199 MERCHANT CREDIT CARD FE 193380 193380 TELECOMMUNICATIONS 76177 9 76168 TRAINING/DEVELOPMENT 26597 4713 21884 PROFESSIONAL DUES/SUBSC 20053 3078 16975 24572 24572 9915230 4862676 5052554 0 291452 287548 4709968 7640237 514561 119357 502046 458428 2960962 2802723 222716 158239 6995959 7054719 2687698 3135506 58740 58740 15983140 18912774 1068309 1294795 4425071 4734986 928200 935050 169651 167588 6591231 7132419 X 9391909 11780355 9391909 11780355 15983140 18912774 1367576 1122446 -101576 0 X X 0 1 X 1 0 X 605058 243229 290961 400901 1368019 2908168 12524230 11014341 12528720 7623436 8453814 52144541 13129288 11257570 12819681 8024337 9821833 55052709 0 0 0 55052709 1333786 1126971 1098025 899492 786576 5244850 1333786 1126971 1098025 899492 786576 5244850 14463074 12384541 13917706 8923829 10608409 60297559 0.91300 0.90800 0.08700 0.09200 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 69498 64497 133995 9781235 9915230 645762 161441 0 0 751720 822562 687412 645762 2907456 4361184 0 110000 130000 133995 373995 187930 205641 171853 161441 726865 1090298 0 55000 65000 69498 189498 1280940 1280940 0 1222313 1126538 95775 457709 395245 62464 158239 FEDERATED GOVERNMENT OBL-SEL FD #07 3135506 F 3135506 DEFERRED RENT 167588 167588 X 9443633 0 9443633 1839173 1839173 11282806 9915230 0 9915230 0 9915230 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, 2021 AND 2020, 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, 2021 OR 2020. PART XI, LINE 4B - OTHER ADJUSTMENTS: REALIZED GAIN 674,397. DIVIDEND AND INTEREST INCOME 236,576. GAIN ON FORGIVENESS OF PPP LOAN 928,200. X 1 0 X X 0 0 0 0 0 0 0 0 0 LAURENCE D WELLIKSON MD FORMER CEO 757754 0 149374 0 906 0 15615 0 108 0 923757 0 0 0 ERIC E HOWELL CHIEF EXECUTIVE OFFICER 315251 0 50000 0 0 0 88 0 20808 0 386147 0 0 0 TOMMY GEORGE CHIEF OF OPERATIONS 149355 0 0 0 0 0 4301 0 27286 0 180942 0 0 0 JOSH BOSWELL CHIEF LEGAL OFFICER 146819 0 0 0 0 0 4614 0 26665 0 178098 0 0 0 JENNA GOLDSTEIN CHIEF OF STRATEGIC PARTNERSHIPS 134514 0 0 0 0 0 4239 0 25136 0 163889 0 0 0 LISA ZOKS VP-MARKETING AND COMMUNICATIONS 126889 0 0 0 0 0 4003 0 30912 0 161804 0 0 0 NICK MARZANO CHIEF OF STRATEGY 133449 0 0 0 0 0 3812 0 13886 0 151147 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B ONCE THE 990 IS COMPLETED BY THE TAX PREPARES, IT IS SHARED, REVIEWED AND DISCUSSED BY THE DIRECTOR OF FINANCE AND THE CEO. ONCE THE VERSION TO BE FILED IS FINALIZED, THE 990 IS SENT TO EACH OF THE 12 BOARD MEMBERS FOR REVIEW. THE BOARD IS THEN SOLICITED FOR INPUT AND QUESTIONS PRIOR TO FILING THE FORM 990. FORM 990, PART VI, SECTION B, LINE 12C ALL LEADERSHIP (BOARD OF DIRECTORS, COMMITTEE VOLUNTEERS, EDITORS, ETC.) IS PROVIDED WITH AN ANNUAL COI STMT. AND DISCLOSURE. THE CEO THEN REVIEWS ALL STATEMENTS FOR ANYTHING OF CONCERN AND ELEVATES TO THE BOARD LEVEL IF WARRANTED. PER SHM'S COI POLICY, THERE IS ALSO AN ONGOING DUTY TO DISCLOSE. FORM 990, PART VI, SECTION B, LINE 15 THE CEO COMPENSATION WAS DETERMINED FIRST BY THE EXECUTIVE COMMITTEE OF THE BOARD, INCLUDING REVIEWS OF THE CEO COMPENSATION ARRANGEMENTS OF SERVAL OTHER SIMILAR PROFESSIONAL MEDICAL ORGANIZATIONS. THIS INFORMATION IS THEN EXAMINED BY SHM'S LEGAL COUNSEL. FINALLY, THE COMPENSATION ARRANGEMENT IS APPROVED BY THE BOARD AND DOCUMENTED IN A WRITTEN CONTRACT. FORM 990, PART VI, SECTION C, LINE 19 SHM DIRECTS ANY REQUESTS FROM SHM MEMBERS OR OUTSIDE PARTIES TO GUIDESTAR.ORG WHICH POSTS SHM'S 990 AFTER FILING. SHM'S CONFLICT OF INTEREST POLICY, BYLAWS AND OTHER POLICY DOCUMENTS AND ITS FORM 1023 IS AVAILABLE UPON REQUEST. FORM 990, PART XII, LINE 2C THE FINANCE COMMITTEE, WHICH MEETS QUARTERLY THROUGHOUT THE YEAR, IS RESPONSIBLE FOR THE MONITORING OF THE FINANCIAL STATUS OF THE ORGANIZATION AND THE REPORTING OF ALL FINANCE MATTERS TO THE BOARD OF DIRECTORS. THIS PROCESS REMAINS UNCHANGED FROM THE PRIOR YEAR.