FURP.ORG / PUBLIC DATA EXPLORER

SOCIETY OF HOSPITAL MEDICINE: Form 990, tax year 2014

View the entire original 990 at ProPublica ↗

Organization
SOCIETY OF HOSPITAL MEDICINE (EIN 23-3057353)
Tax period
2014-10-01 to 2015-09-30
Filed
2016-08-08
IRS object ID
201602219349301070
Schema version
2014v6.0
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 ReturnHeader

FieldValueIRS element (for citing)
Return2016-08-08T11:28:30-05:00ReturnTs
Tax Period End2015-09-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN262842766PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1EISNERAMPER LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1101 WEST AVENUEAddressLine1Txt
CityJENKINTOWNCityNm
State AbbreviationPAStateAbbreviationCd
ZIP19046ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2014-10-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN233057353EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1SOCIETY OF HOSPITAL MEDICINEBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlSOCIBusinessNameControlTxt
Phone2153517754PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11500 SPRING GARDEN ST NO 501AddressLine1Txt
CityPHILADELPHIACityNm
State AbbreviationPAStateAbbreviationCd
ZIP19130ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonTARA WATSONPersonNm
Person TitleDIRECTOR OF FINANCEPersonTitleTxt
Phone2153517754PhoneNum
Signature2016-08-04SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonHELEN M MARTINPreparerPersonNm
PTINP01330899PTIN
Phone2158818800PhoneNum
FieldValueIRS element (for citing)
Tax2014TaxYr
Build TS2016-12-15 16:53:06ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerDR LAURENCE WELLIKSONPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line11500 SPRING GARDEN ST NO 501AddressLine1Txt
CityPHILADELPHIACityNm
State AbbreviationPAStateAbbreviationCd
ZIP19130ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$14,942,134GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.HOSPITALMEDICINE.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation2000FormationYr
Legal Domicile StatePALegalDomicileStateCd
Activity Or MissionSHM HAS IMPLEMENTED KEY PROJECTS TO IMPROVE HEALTHCARE INCLUDING REDUCING PREVENTABLE VENOUS THROMBOEMBOLISMS, IMPROVING THE HOSPITAL DISCHARGE PROCESS, AND IMPROVING THE MANAGEMENT OF DIABETES FOR HOSPITALIZED PATIENTS. SHM HAS ALSO EDUCATED HEALTH PROFESSIONALS ABOUT MANY OF THE NEW UPDATES FOR CARING FOR THE HOSPITALIZED PATIENT THROUGH FACE TO FACE MEETINGS, WEBINARS AND OTHER MEDIA.ActivityOrMissionDesc
Voting Members Governing Body12VotingMembersGoverningBodyCnt
Voting Members Independent12VotingMembersIndependentCnt
Total Employee49TotalEmployeeCnt
Total Volunteers0TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$1,488,262PYContributionsGrantsAmt
CY Contributions Grants$1,506,876CYContributionsGrantsAmt
PY Program Service Revenue$9,470,905PYProgramServiceRevenueAmt
CY Program Service Revenue$8,817,843CYProgramServiceRevenueAmt
PY Investment Income$534,401PYInvestmentIncomeAmt
CY Investment Income$578,751CYInvestmentIncomeAmt
PY Other Revenue$936,778PYOtherRevenueAmt
CY Other Revenue$796,784CYOtherRevenueAmt
PY Total Revenue$12,430,346PYTotalRevenueAmt
CY Total Revenue$11,700,254CYTotalRevenueAmt
PY Grants And Similar Paid$0PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$13,000CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$4,549,225PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$4,694,541CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$37,390CYTotalFundraisingExpenseAmt
PY Other Expenses$6,955,666PYOtherExpensesAmt
CY Other Expenses$6,406,072CYOtherExpensesAmt
PY Total Expenses$11,504,891PYTotalExpensesAmt
CY Total Expenses$11,113,613CYTotalExpensesAmt
PY Revenues Less Expenses$925,455PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$586,641CYRevenuesLessExpensesAmt
Total Assets BOY$11,791,535TotalAssetsBOYAmt
Total Assets EOY$12,069,945TotalAssetsEOYAmt
Total Liabilities BOY$4,936,509TotalLiabilitiesBOYAmt
Total Liabilities EOY$5,381,632TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$6,855,026NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$6,688,313NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionSEE SCHEDULE O.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$3,634,171ExpenseAmt
Grant$13,000GrantAmt
Revenue$4,038,618RevenueAmt
DescEDUCATIONANNUAL MEETING IS TO BE PART OF THE HOSPITAL MEDICINE MOVEMENT AND TO PARTICIPATE IN OVER 100 DIFFERENT EDUCATIONAL SESSIONS. ADDITIONALLY, AT THE 2015 ANNUAL MEETING THERE WERE OVER 900 PARTICIPANTS IN THE POSTER SESSION THAT SHOWCASES AREAS OF ACADEMIC RESEARCH, INNOVATION AND KEY CLINICAL CASESOTHER 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 1,300 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 SIX 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 ATTENDEESSHM LEARNING PORTAL: IN 2013, SHM DEVELOPED A ROBUST DIGITAL LEARNING STRATEGY, INCLUDING INVESTING IN A LEARNING MANAGEMENT SYSTEM AND EXECUTING A NEEDS ASSESSMENT TO IDENTIFY KEY LEARNING AREAS FOR CONTENT DEVELOPMENT. SHM'S LEARNING PORTAL HAS ENGAGED OVER 3,000 HOSPITALISTS IN DIFFERENT CME ACTIVITIES, INCLUDING LIVE ACTIVITY EVALUATION, MAINTENANCE OF CERTIFICATION MEDICAL KNOWLEDGE MODULES AND OTHER DIGITAL CME ACTIVITIES. TOPICS COVER ADVOCACY, PRACTICE MANAGEMENT, QUALITY AND PATIENT SAFETY TOPICS AND ARE BASED ON THE HOSPITAL MEDICINE CORE COMPETENCIES AND CURRENT THEORIES IN ADULT LEARNING.SHM SPARK: SINCE 2010 THE AMERICAN BOARD OF INTERNAL MEDICINE (ABIM) AND THE AMERICAN BOARD OF FAMILY MEDICINE (ABFM) HAVE OFFERED THE FOCUSED PRACTICE IN HOSPITAL MEDICINE (FHPM) MAINTENANCE OF CERTIFICATION (MOC) PATHWAY. IN 2015, IN RESPONSE TO THE LACK OF COMPREHENSIVE STUDY AND SELF-ASSESSMENT MATERIALS TARGETED TOWARD THE FPHM RECERTIFICATION EXAM, SHM LAUNCHED THE FIRST VERSION OF SHM SPARK, AN ONLINE LEARNING AND EXAM PREPARATION TOOL. VERSION 1.0 TARGETS THE 38% OF THE FPHM EXAM BLUEPRINT MOST UNIQUE TO HOSPITAL MEDICINE, INCLUDING PALLIATIVE CARE, PATIENT SAFETY, PERIOPERATIVE CARE AND CONSULTATIVE COMANAGMENT, AND QUALITY, COST, AND CLINICAL REASONING. A FULL VERSION IS CURRENTLY IN DEVELOPMENT, TO INCLUDE THE REMAINING 62% OF RELEVANT INTERNAL MEDICINE CLINICAL CONTENT ON THE EXAM BLUEPRINT.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$1,824,479ExpenseAmt
Revenue$1,753,495RevenueAmt
DescSITE-BASED DEMONSTRATION PROJECTS THE CENTER FOR HOSPITAL INNOVATION AND IMPROVEMENT WAS CREATED TO SOLIDIFY SHM'S COMMITMENT TO PROMOTING INNOVATIVE AND EFFECTIVE METHODS FOR IMPROVING PATIENT CARE AND SUSTAINABLE OUTCOMES THROUGH QUALITY IMPROVEMENT AND PATIENT SAFETY INITIATIVES. IN 2011, SHM BECAME THE FIRST NATIONAL MEDICAL SOCIETY TO BE RECOGNIZED WITH THE EISENBERG AWARD. THE AWARD ACKNOWLEDGES SHM FOR ITS INNOVATIVE MENTORED IMPLEMENTATION MODEL, WHICH HAS BEEN UTILIZED IN MORE THAN 400 HOSPITALS AND HAS IMPACTED TENS OF THOUSANDS OF PATIENTS ACROSS THE COUNTRY. SHM CURRENTLY MANAGES OVER 21 QUALITY IMPROVEMENT PROGRAMS THAT PROVIDE KEY QUALITY, PATIENT SAFETY AND VALUE-BASED CARE RESOURCES, INCLUDING WEB-BASED TRAINING TOOLKITS.SHM'S CENTER FOR HOSPITAL INNVOVATION AND IMPROVEMENT IS A BRAND DIFFERENTIATOR. 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 MENTORED IMPLEMENTATION (MI) PROGRAM PROVIDES MENTORED SUPPORT FOR HOSPITAL TEAMS IMPLEMENTING A SPECIFIC QUALITY INTERVENTION AT THEIR HOSPITAL DURING A YEAR-LONG PROGRAM. THERE ARE MULTIPLE OBJECTIVES ASSOCIATED WITH THE MENTORED IMPLEMENTATION MODEL. THE MENTORED IMPLEMENTATION 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 IN A MEANINGFUL AND MEASURABLE FASHION 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, CAMPAIGNS AND PROGRAMS WITHIN SHM'S CENTER FOR HOSPITAL INNOVATION AND IMPROVEMENT PORTFOLIO INCLUDE: -MEDICATION RECONCILIATION-FIGHT THE RESISTANCE ANTIBIOTIC STEWARDSHIP CAMPAIGN-GLYCEMIC CONTROL FOR INPATIENTS-CHOOSING WISELY CAMPAIGN-CATHETER-ASSOCIATED URINARY TRACT INFECTION (CAUTI) REDUCTION IN LONG TERM CARE FACILITIES-PREVENTION AND TREATMENT OF DELIRIUM-TRANSITIONS OF CARE (PROJECT BOOST)-IMPROVING HANDOFFS OF CARE (I-PASS)-IMPROVING END-OF-LIFE CARE IN THE HOSPITAL-HOSPITAL ACQUIRED INFECTION REDUCTION (MRSA, CAUTI, CENTRAL-LINE BLOOD STREAM INFECTION (CLABSI), CLOSTRIDIUM DIFFICILE (C.DIFF))-REDUCTION OF CAUTI AND CLABSI IN THE INTENSIVE CARE UNIT-IMPROVING PAIN MANAGEMENT AND REDUCING ADVERSE EVENTS ASSOCIATED WITH OPIOIDSDesc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$1,423,016ExpenseAmt
Revenue$3,865,524RevenueAmt
DescMEMBERSHIPSHM PROMOTES EXCEPTIONAL CARE FOR HOSPITALIZED PATIENTS. THE ORGANIZATION SUPPORTS AND ENHANCES THE PRACTICE OF HOSPITALISTS AND THE PATIENTS THEY SERVE THROUGH A NETWORK OF ALMOST 14,000 MEMBERS. SHM PROVIDES ITS MEMBERS WITH A RANGE OF PUBLICATIONS AND INFORMATION, INCLUDING BUT NOT LIMITED TO: THE HOSPITALIST (PUBLISHED MONTHLY), THE JOURNAL OF HOSPITAL MEDICINE (12X PER ANNUM), VARIOUS NEWSLETTERS SUCH AS THE HOSPITALIST E-WIRE (WEEKLY), SHM'S PULSE (BI-WEEKLY), INFOPOEMS (2X PER MONTH), E-TOCS (MONTHLY). SHM HAS ALSO DEVELOPED A RANGE OF PRODUCTS AND SERVICES TO PROMOTE QUALITY IMPROVEMENT AND PRACTICE MANAGEMENT EFFICIENCY. SHM PROVIDES ITS MEMBERS WITH A VARIETY OF TOOLS AND SERVICES THAT FACILITATE COMMUNICATION AND NETWORKING. THROUGH ITS ONLINE COMMUNITY, HOSPITAL MEDICINE EXCHANGE (HMX), MEMBERS CAN PARTICIPATE IN SEVERAL COLLABORATIVE ONLINE FORUMS FOCUSED ON TOPICS OF INTEREST TO HOSPITALISTS. THROUGH LOCAL SHM CHAPTERS, MEMBERS CAN MEET THEIR PEERS AND HEAR PRESENTATIONS FROM EXPERTS IN THE FIELD. MEMBERS HAVE ACCESS TO SHM'S LEGISLATIVE ACTION CENTER, ONLINE EDUCATIONAL RESOURCE ROOMS, CORE COMPETENCIES AND DISCOUNTED REFERENCE MATERIALS AND EDUCATIONAL SEMINARS. ALL REQUESTS FOR DISCOUNTED MEMBERSHIP FEES OR ATTENDANCE FEES AT MEETINGS ON THE BASIS OF FINANCIAL NEED ARE CONSIDERED BY MANAGEMENT ON A CASE BY CASE BASIS. IN 2009, SHM CREATED A DESIGNATION PROGRAM FOR PHYSICIAN HOSPITALISTS WHO ARE DEVOTED TO HOSPITAL MEDICINE AND WHOSE PERSONAL AND PROFESSIONAL ACTIVITIES EMBODY BOTH THE MISSION AND GOALS OF THE SOCIETY AS WELL AS THE PRINCIPLES AND RESPONSIBILITIES OF MEDICAL PROFESSIONALISM. IN 2012, THIS PROGRAM WAS EXPANDED TO INCLUDE ADDITIONAL MEMBERS OF THE HEALTHCARE DELIVERY TEAM; SPECIFICALLY- NURSE PRACTITIONERS, PHYSICIAN ASSISTANTS AND HOSPITAL MEDICINE PRACTICE ADMINISTRATORS. BEING DESIGNATED A FELLOW OR SENIOR FELLOW IN HOSPITAL MEDICINE IS AN AVENUE FOR SPECIAL RECOGNITION OF SHM MEMBERS WHO HAVE DISTINGUISHED THEMSELVES AMONGST THEIR COLLEAGUES THROUGH: PROFESSIONAL DEVELOPMENT, LIFELONG LEARNING, DEDICATION TO QUALITY AND PROCESS IMPROVEMENT AND COMMITMENT TO ORGANIZATIONAL TEAMWORK AND LEADERSHIP.Desc

Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp

FieldValueIRS element (for citing)
DescPRACTICE MANAGEMENT AND MOC RESOURCESDesc
FieldValueIRS element (for citing)
Total Program Service Expenses$6,881,666TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Temp Or Permanent Endowments0TempOrPermanentEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other SecYes (1)ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To Organizations0GrantsToOrganizationsInd
Grants To IndividualsYes (1)GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With Officer Ent0BusinessRlnWithOfficerEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related Entity0RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document96IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee49EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members12GoverningBodyVotingMembersCnt
Independent Voting Member12IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process OtherYes (1)CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldCAStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1TARA WATSON DIRECTOR OF FINANCEBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone2677022605PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11500 SPRING GARDEN ST STE 501AddressLine1Txt
CityPHILADELPHIACityNm
State AbbreviationPAStateAbbreviationCd
ZIP19130ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (17 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtOfficerOfficerIndHighest Compensated EmployeeHighestCompensatedEmployeeInd
NASIM AFSAR
BOARD MEMBER1.00Yes (X)$0$0$0
ROBERT HARRINGTON JR
PRESIDENT3.00Yes (X)$0$0$0Yes (X)
BURKE T KEALEY
IMMEDIATE PAST PRESIDENT1.00Yes (X)$4,750$0$0Yes (X)
HOWARD R EPSTEIN
BOARD MEMBER1.00Yes (X)$0$0$0
ERIN STUCKY FISHER
BOARD MEMBER2.00Yes (X)$1,000$0$0
JEFFREY J GLASHEEN
BOARD MEMBER1.00Yes (X)$13,500$0$0
RON GREENO
BOARD MEMBER1.00Yes (X)$0$0$0
CHRISTOPHER FROST
BOARD MEMBER1.00Yes (X)$0$0$0
BRIAN HARTE
PRESIDENT ELECT2.00Yes (X)$1,250$0$0Yes (X)
BRADLEY SHARPE
BOARD MEMBER1.00Yes (X)$2,000$0$0
DANIELLE SCHEURER
SECRETARY1.00Yes (X)$11,000$0$0Yes (X)
PATRICK TORCSON
TREASURER1.00Yes (X)$0$0$0Yes (X)
LAURENCE D WELLIKSON MD FACP
CHIEF EXECUTIVE OFFICER40.00$636,649$0$44,898Yes (X)
TARA WATSON
DIRECTOR OF FINANCE40.00$88,919$0$11,483Yes (X)
CATHERINE SMITH
VP OPERATIONS40.00$114,428$0$13,447Yes (X)
JOSEPH MILLER
SENIOR VP40.00$185,270$0$5,842Yes (X)
BRANDON SHANK
VP, COMMUNICATIONS40.00$107,002$0$11,016Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$1,165,768TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$86,686TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K4IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
MARRIOTT INTERNATIONAL
101 BOWIE STREETSAN ANTONIOTX78205HOTEL SERVICES$759,428
GAYLORD NATIONAL
ACCOUNTING 6425 201 WATERFRONT STOXON HILLMD20745CONVENTION CENTER$589,081
JOHN WILEY & SONS
PO BOX 416502BOSTONMA02241PUBLISHING$423,091
TEMPLE UNIVERSITY HEALTH SYSTEM
2450 HUNTING PARK AVE 2ND FLOOR -PHILADELPHIAPA19129RESEARCH FEES$273,546
ROYAL PRODUCTIONS
235 NORTH CAUSEWAY BLVDMETAIRIELA70001CONVENTION CENTER$190,977
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K10CntrctRcvdGreaterThan100KCnt
Government Grants$454,286GovernmentGrantsAmt
All Other Contributions$1,052,590AllOtherContributionsAmt
Total Contributions$1,506,876TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (5 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
MEMBERSHIP FEES541900$3,068,740$3,068,740
REGISTRATION FEES541900$3,025,730$3,025,730
QUALITY IMPROVEMENT REVENUE541900$1,417,117$1,417,117
JOB FAIRS AND EXHIBITS541900$969,878$969,878
OTHER PROGRAM INCOM541900$336,378$336,378
FieldValueIRS element (for citing)
Total Program Service Revenue$8,817,843TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$439,111TotalRevenueColumnAmt
Exclusion$439,111ExclusionAmt

Royalties Revenue RoyaltiesRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$796,784TotalRevenueColumnAmt
Related Or Exempt Func Income$796,784RelatedOrExemptFuncIncomeAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$3,381,520SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$3,241,880SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$139,640SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$139,640TotalRevenueColumnAmt
Exclusion$139,640ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$11,700,254TotalRevenueColumnAmt
Related Or Exempt Func Income$9,614,627RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$578,751ExclusionAmt
FieldValueIRS element (for citing)
Info In Schedule O Part IXYes (X)InfoInScheduleOPartIXInd

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$13,000TotalAmt
Program Services$13,000ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$787,844TotalAmt
Program Services$103,520ProgramServicesAmt
Management And General$684,324ManagementAndGeneralAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$3,196,451TotalAmt
Program Services$1,966,726ProgramServicesAmt
Management And General$1,197,293ManagementAndGeneralAmt
Fundraising$32,432FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$52,139TotalAmt
Program Services$34,832ProgramServicesAmt
Management And General$17,119ManagementAndGeneralAmt
Fundraising$188FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$366,670TotalAmt
Program Services$209,057ProgramServicesAmt
Management And General$156,101ManagementAndGeneralAmt
Fundraising$1,512FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$291,437TotalAmt
Program Services$154,459ProgramServicesAmt
Management And General$136,978ManagementAndGeneralAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$138TotalAmt
Management And General$138ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$25,100TotalAmt
Management And General$25,100ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$1,296,563TotalAmt
Program Services$854,357ProgramServicesAmt
Management And General$442,206ManagementAndGeneralAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$316,089TotalAmt
Program Services$247,233ProgramServicesAmt
Management And General$65,598ManagementAndGeneralAmt
Fundraising$3,258FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$208,352TotalAmt
Program Services$137,706ProgramServicesAmt
Management And General$70,646ManagementAndGeneralAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$245,138TotalAmt
Program Services$105,934ProgramServicesAmt
Management And General$139,204ManagementAndGeneralAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$320,759TotalAmt
Management And General$320,759ManagementAndGeneralAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$461,131TotalAmt
Program Services$261,603ProgramServicesAmt
Management And General$199,528ManagementAndGeneralAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$2,464,747TotalAmt
Program Services$2,339,964ProgramServicesAmt
Management And General$124,783ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$258,611TotalAmt
Management And General$258,611ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$26,243TotalAmt
Management And General$26,243ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmt
SUBSCRIPTION FEES$405,095$405,095
MERCHANT CREDIT CARD FE$197,784$197,784
TRAINING$111,090$25,308$85,782
STAFF RECRUITMENT$15,911$15,911

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$53,321TotalAmt
Program Services$22,872ProgramServicesAmt
Management And General$30,449ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$11,113,613TotalAmt
Program Services$6,881,666ProgramServicesAmt
Management And General$4,194,557ManagementAndGeneralAmt
Fundraising$37,390FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$264,908BOYAmt
EOY$246,254EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$2,140,289BOYAmt
EOY$2,053,312EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$575,084BOYAmt
EOY$801,550EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$153,123BOYAmt
EOY$265,642EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$2,886,581LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$2,416,731LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$632,904BOYAmt
EOY$469,850EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$3,342,923BOYAmt
EOY$3,423,688EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$4,569,040BOYAmt
EOY$4,809,649EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$113,264BOYAmt
EOY$0EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$11,791,535BOYAmt
EOY$12,069,945EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$1,190,517BOYAmt
EOY$1,405,508EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$3,454,404BOYAmt
EOY$3,765,621EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$291,588BOYAmt
EOY$210,503EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$4,936,509BOYAmt
EOY$5,381,632EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$6,855,026BOYAmt
EOY$6,688,313EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$6,855,026BOYAmt
EOY$6,688,313EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$11,791,535BOYAmt
EOY$12,069,945EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$586,641ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst-$696,505NetUnrlzdGainsLossesInvstAmt
Investment Expense-$56,849InvestmentExpenseAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Info In Schedule O Part XIIYes (X)InfoInScheduleOPartXIIInd
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit Committee0AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Publicly Supported Org509a2Yes (X)PubliclySupportedOrg509a2Ind

Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$2,719,750CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,266,324CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$2,047,123CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$672,811CurrentTaxYearMinus1YearAmt
Current Tax Year$1,506,876CurrentTaxYearAmt
Total$8,212,884TotalAmt

Gross Receipts Admissions GrossReceiptsAdmissionsGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$5,757,137CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$8,786,993CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$9,169,189CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$10,286,356CurrentTaxYearMinus1YearAmt
Current Tax Year$8,817,843CurrentTaxYearAmt
Total$42,817,518TotalAmt

Total509 Total509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$8,476,887CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$10,053,317CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$11,216,312CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$10,959,167CurrentTaxYearMinus1YearAmt
Current Tax Year$10,324,719CurrentTaxYearAmt
Total$51,030,402TotalAmt

Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Substantial Contributors Amt SubstantialContributorsAmtGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp

FieldValueIRS element (for citing)
Total$0TotalAmt
FieldValueIRS element (for citing)
Public Support Total509$51,030,402PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,721,390CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,520,892CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,736,282CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,159,399CurrentTaxYearMinus1YearAmt
Current Tax Year$840,695CurrentTaxYearAmt
Total$6,978,658TotalAmt

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,721,390CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,520,892CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,736,282CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,159,399CurrentTaxYearMinus1YearAmt
Current Tax Year$840,695CurrentTaxYearAmt
Total$6,978,658TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$10,198,277CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$11,574,209CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$12,952,594CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$12,118,566CurrentTaxYearMinus1YearAmt
Current Tax Year$11,165,414CurrentTaxYearAmt
Total$58,009,060TotalAmt
FieldValueIRS element (for citing)
Public Support CY5090.87970PublicSupportCY509Pct
Public Support PY5090.86740PublicSupportPY509Pct
Investment Income CY0.12030InvestmentIncomeCYPct
Investment Income PY0.13260InvestmentIncomePYPct
Thirty Thr Pct Suprt Tests CY509Yes (X)ThirtyThrPctSuprtTestsCY509Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$1,280,940OtherCostOrOtherBasisAmt
Depreciation$971,845DepreciationAmt
Book Value$309,095BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$333,113OtherCostOrOtherBasisAmt
Depreciation$242,872DepreciationAmt
Book Value$90,241BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$1,272,528OtherCostOrOtherBasisAmt
Depreciation$1,202,014DepreciationAmt
Book Value$70,514BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$469,850TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp (6 entries)

DescDescBook ValueBookValueAmtMethod ValuationMethodValuationCd
T ROWE PRICE VALUE FD INC$789,150F
MFS VALUE FUND CLASS I$756,214F
T ROWE PRICE GROWTH STOCK$676,761F
TOUCHSTONE SANDS CAPITAL SELECT$702,545F
ISHARES CORE US AGGREGATE BOND$964,742F
VANGUARD TOTAL BOND MARKET INDEX$920,237F
FieldValueIRS element (for citing)
Total Book Value Securities$4,809,649TotalBookValueSecuritiesAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

FieldValueIRS element (for citing)
DescDEFERRED RENTDesc
Amt$210,503Amt
FieldValueIRS element (for citing)
Total Liability$210,503TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$11,121,503TotalRevEtcAuditedFinclStmtAmt
Revenue Not Reported$0RevenueNotReportedAmt
Revenue Subtotal$11,121,503RevenueSubtotalAmt
Other Revenues Not Included$578,751OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt$578,751RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$11,700,254TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$11,113,613TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$11,113,613ExpensesSubtotalAmt
Expenses Not Rpt Fincl Stmt$0ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$11,113,613TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
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, 2015 AND 2014, 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 THE YEARS ENDED SEPTEMBER 30, 2015 AND 2014.
PART XI, LINE 4B - OTHER ADJUSTMENTS:REALIZED GAIN 139,640. INTEREST INCOME 439,111.

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records Maintained0GrantRecordsMaintainedInd

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp

FieldValueIRS element (for citing)
Grant TypeSTUDENT SCHOLARSHIP STIPENDGrantTypeTxt
Recipient3RecipientCnt
Cash Grant$13,000CashGrantAmt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Idemnification Gross Up PmtsYes (X)IdemnificationGrossUpPmtsInd
Written Policy Ref T And E ExpnssYes (1)WrittenPolicyRefTAndEExpnssInd
Substantiation Required0SubstantiationRequiredInd
Written Employment ContractYes (X)WrittenEmploymentContractInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org0CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs0CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org0CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs0CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments0AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (2 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
LAURENCE D WELLIKSON MD FACP
CHIEF EXECUTIVE OFFICER$636,649$0$0$0$0$0$19,099$0$25,799$0$681,547$0$0$0
JOSEPH MILLER
SENIOR VP$185,270$0$0$0$0$0$5,558$0$284$0$191,112$0$0$0

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (7 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART III, LINE 1, DESCRIPTION OF ORGANIZATION MISSIONSHM 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 FROM THE FOUNDING DAYS OF THE ORGANIZATION. THE LARGEST PROGRAM SERVICES FOR SHM INCLUDE EDUCATION, QUALITY INITIATIVES AND MEMBERSHIP. SHM PROVIDES EDUCATIONAL RESOURCES AND TOOLS, MANY OF WHICH ARE OFFERED FREE TO ITS MEMBERS AND THE GENERAL PUBLIC. SHM'S ANNUAL CONFERENCE IS THE LARGEST GATHERING FOCUSED SOLELY ON HOSPITAL MEDICINE, ATTRACTING A BROAD SPECTRUM OF HOSPITAL MEDICINE PROFESSIONALS. IT IS THE INTENTION THAT THIS INFORMATION WILL: - IMPROVE THE TEACHING AND LEARNING SKILLS OF PHYSICIANS AND THE HEALTH-CARE TEAM - FACILITATE IMPROVED OUTCOMES IN HEALTH CARE - SUPPORT THE MAINTENANCE OF CURRENT MEDICAL KNOWLEDGE AND COMPETENCE - PREPARE HOSPITALISTS FOR WORKING EFFECTIVELY IN THE HOSPITAL ENVIRONMENT WHAT DISTINGUISHED SHM FROM OTHER PROFESSIONAL MEDICAL SOCIETIES IS THAT SHM PROVIDES TAILORED SUPPORT FOR INSTITUTION'S QUALITY INITIATIVES THROUGH PHYSICIAN COACHING AND INNOVATIVE PROGRAMS TO HELP IMPROVE CLINICAL OUTCOMES, PATIENT SATISFACTION, AND PROVIDER COMMUNICATION. ONE OF SHM'S MANY SUCCESSFUL QUALITY INITIATIVES IS A PROGRAM CALLED MENTORED IMPLEMENTATION. MENTORED IMPLEMENTATION (MI) IS A YEARLONG PROGRAM, IN WHICH INSTITUTIONS ARE COACHED BY NATIONAL EXPERTS (MENTORS) IN IMPLEMENTING A SPECIFIC QUALITY INTERVENTION AT THEIR HOSPITAL. SHM'S QUALITY IMPROVEMENT (QI) RESOURCE ROOMS AND IMPLEMENTATION WORKBOOKS DOCUMENT THE INFORMATION AND TOOLS NEEDED TO LEAD THE MENTORING PROJECT. THIS STEPWISE GUIDE BEGINS WITH SETTING GOALS AND CONTINUES THROUGH POST-IMPLEMENTATION TASKS INCLUDING ANALYZING OUTCOMES AND SUSTAINING IMPROVEMENTS. DURING THIS PROCESS, MENTORS WILL MEET WITH THEIR MENTEE SITES VIA A SERIES OF CONFERENCE CALLS, WEBINARS, EMAIL, AND ON-SITE VISIT (NOTE: ON-SITE VISITS ARE PROJECT SPECIFIC) TO PROVIDE CONTINUOUS SUPPORT AND GUIDANCE FROM THE PLANNING THROUGH IMPLEMENTATION PHASE OF THE INTERVENTION. THIS UNIQUE APPROACH ALLOWS SITES TO UTILIZE THEIR MENTOR'S EXPERTISE IN A ONE ON ONE INTIMATE RELATIONSHIP. THE GOAL OF SHM'S MENTORED IMPLEMENTATION PROGRAMS IS TO SUCCESSFULLY OPERATIONALIZE THE QUALITY INTERVENTIONS AT INSTITUTIONS WITH ADDED SUPPORT FROM CONTENT EXPERTS IN THE FIELD. SHM PRIDES ITSELF ON ITS INITIATIVES AND OF EXCEEDING THE EXPECTATIONS OF ITS MEMBERS. BENEFITS INCLUDE: - ENHANCED PROFESSIONAL SATISFACTION THROUGH NETWORKING WITH HOSPITALISTS ON A LOCAL AND NATIONAL LEVEL - COMPLIMENTARY SUBSCRIPTION TO THE HOSPITALIST NEWSMAGAZINE AND TO THE JOURNAL OF HOSPITAL MEDICINE, THE FIRST PEER-REVIEWED JOURNAL IN THIS SPECIALTY (NOW INCLUDED IN MEDLINE) - UP-TO-DATE AND VALUABLE INFORMATION FROM THE HOSPITALIST AND SHM'S E-WIRES, AS WELL AS OUR MONTHLY WASHINGTON REPORT - FELLOWSHIP IN HOSPITAL MEDICINE DESIGNATION OPPORTUNITIES (FHM, SFHM, MHM) - ACCESS TO ALL OF OUR ONLINE EDUCATIONAL RESOURCE ROOMS
FORM 990, PART VI, SECTION B, LINE 11ONCE 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 12CSHM 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 15THE 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 19SHM 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 11GBUSINESS CONSULTANTS: PROGRAM SERVICE EXPENSES 164,642. MANAGEMENT AND GENERAL EXPENSES 342,488. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 507,130. PROFESSIONAL EDITORS/WRITERS: PROGRAM SERVICE EXPENSES 94,625. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 94,625. EXPERT ADVISORS: PROGRAM SERVICE EXPENSES 437,562. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 437,562. OTHER PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 157,528. MANAGEMENT AND GENERAL EXPENSES 99,718. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 257,246.
FORM 990, PART XII, LINE 2CTHE 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.