2016-08-08T11:28:30-05:00 2015-09-30 262842766 EISNERAMPER LLP 101 WEST AVENUE JENKINTOWN PA 19046 990 2014-10-01 233057353 SOCIETY OF HOSPITAL MEDICINE SOCI 2153517754 1500 SPRING GARDEN ST NO 501 PHILADELPHIA PA 19130 TARA WATSON DIRECTOR OF FINANCE 2153517754 2016-08-04 1 HELEN M MARTIN P01330899 2158818800 2014 2016-12-15 16:53:06Z DR LAURENCE WELLIKSON 1500 SPRING GARDEN ST NO 501 PHILADELPHIA PA 19130 14942134 0 X WWW.HOSPITALMEDICINE.ORG X 2000 PA SHM 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. 12 12 49 0 0 0 1488262 1506876 9470905 8817843 534401 578751 936778 796784 12430346 11700254 0 13000 0 0 4549225 4694541 0 0 37390 6955666 6406072 11504891 11113613 925455 586641 11791535 12069945 4936509 5381632 6855026 6688313 X SEE SCHEDULE O. 0 0 3634171 13000 4038618 EDUCATIONANNUAL 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. 1824479 1753495 SITE-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 OPIOIDS 1423016 3865524 MEMBERSHIPSHM 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. PRACTICE MANAGEMENT AND MOC RESOURCES 6881666 1 1 0 0 0 0 0 0 0 0 1 1 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 96 0 1 49 1 0 0 0 0 0 0 0 0 0 0 X 12 12 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X TARA WATSON DIRECTOR OF FINANCE 2677022605 1500 SPRING GARDEN ST STE 501 PHILADELPHIA PA 19130 NASIM AFSAR BOARD MEMBER 1.00 X 0 0 0 ROBERT HARRINGTON JR PRESIDENT 3.00 X X 0 0 0 BURKE T KEALEY IMMEDIATE PAST PRESIDENT 1.00 X X 4750 0 0 HOWARD R EPSTEIN BOARD MEMBER 1.00 X 0 0 0 ERIN STUCKY FISHER BOARD MEMBER 2.00 X 1000 0 0 JEFFREY J GLASHEEN BOARD MEMBER 1.00 X 13500 0 0 RON GREENO BOARD MEMBER 1.00 X 0 0 0 CHRISTOPHER FROST BOARD MEMBER 1.00 X 0 0 0 BRIAN HARTE PRESIDENT ELECT 2.00 X X 1250 0 0 BRADLEY SHARPE BOARD MEMBER 1.00 X 2000 0 0 DANIELLE SCHEURER SECRETARY 1.00 X X 11000 0 0 PATRICK TORCSON TREASURER 1.00 X X 0 0 0 LAURENCE D WELLIKSON MD FACP CHIEF EXECUTIVE OFFICER 40.00 X 636649 0 44898 TARA WATSON DIRECTOR OF FINANCE 40.00 X 88919 0 11483 CATHERINE SMITH VP OPERATIONS 40.00 X 114428 0 13447 JOSEPH MILLER SENIOR VP 40.00 X 185270 0 5842 BRANDON SHANK VP, COMMUNICATIONS 40.00 X 107002 0 11016 1165768 0 86686 4 0 1 0 MARRIOTT INTERNATIONAL 101 BOWIE STREET SAN ANTONIO TX 78205 HOTEL SERVICES 759428 GAYLORD NATIONAL ACCOUNTING 6425 201 WATERFRONT ST OXON HILL MD 20745 CONVENTION CENTER 589081 JOHN WILEY & SONS PO BOX 416502 BOSTON MA 02241 PUBLISHING 423091 TEMPLE UNIVERSITY HEALTH SYSTEM 2450 HUNTING PARK AVE 2ND FLOOR - PHILADELPHIA PA 19129 RESEARCH FEES 273546 ROYAL PRODUCTIONS 235 NORTH CAUSEWAY BLVD METAIRIE LA 70001 CONVENTION CENTER 190977 10 454286 1052590 1506876 MEMBERSHIP FEES 541900 3068740 3068740 REGISTRATION FEES 541900 3025730 3025730 QUALITY IMPROVEMENT REVENUE 541900 1417117 1417117 JOB FAIRS AND EXHIBITS 541900 969878 969878 OTHER PROGRAM INCOM 541900 336378 336378 8817843 439111 439111 796784 796784 3381520 3241880 139640 139640 139640 11700254 9614627 0 578751 X 13000 13000 787844 103520 684324 3196451 1966726 1197293 32432 52139 34832 17119 188 366670 209057 156101 1512 291437 154459 136978 138 138 25100 25100 1296563 854357 442206 316089 247233 65598 3258 208352 137706 70646 245138 105934 139204 320759 320759 461131 261603 199528 2464747 2339964 124783 258611 258611 26243 26243 SUBSCRIPTION FEES 405095 405095 MERCHANT CREDIT CARD FE 197784 197784 TRAINING 111090 25308 85782 STAFF RECRUITMENT 15911 15911 53321 22872 30449 11113613 6881666 4194557 37390 264908 246254 2140289 2053312 575084 801550 153123 265642 2886581 2416731 632904 469850 3342923 3423688 4569040 4809649 113264 0 11791535 12069945 1190517 1405508 3454404 3765621 291588 210503 4936509 5381632 X 6855026 6688313 6855026 6688313 11791535 12069945 586641 -696505 -56849 0 X X 0 1 X 0 0 X 2719750 1266324 2047123 672811 1506876 8212884 5757137 8786993 9169189 10286356 8817843 42817518 8476887 10053317 11216312 10959167 10324719 51030402 0 0 0 51030402 1721390 1520892 1736282 1159399 840695 6978658 1721390 1520892 1736282 1159399 840695 6978658 10198277 11574209 12952594 12118566 11165414 58009060 0.87970 0.86740 0.12030 0.13260 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1280940 971845 309095 333113 242872 90241 1272528 1202014 70514 469850 T ROWE PRICE VALUE FD INC 789150 F MFS VALUE FUND CLASS I 756214 F T ROWE PRICE GROWTH STOCK 676761 F TOUCHSTONE SANDS CAPITAL SELECT 702545 F ISHARES CORE US AGGREGATE BOND 964742 F VANGUARD TOTAL BOND MARKET INDEX 920237 F 4809649 DEFERRED RENT 210503 210503 X 11121503 0 11121503 578751 578751 11700254 11113613 0 11113613 0 11113613 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. 0 STUDENT SCHOLARSHIP STIPEND 3 13000 X 1 0 X X 0 0 0 0 0 0 0 0 0 LAURENCE D WELLIKSON MD FACP CHIEF EXECUTIVE OFFICER 636649 0 0 0 0 0 19099 0 25799 0 681547 0 0 0 JOSEPH MILLER SENIOR VP 185270 0 0 0 0 0 5558 0 284 0 191112 0 0 0 FORM 990, PART III, LINE 1, DESCRIPTION OF ORGANIZATION MISSION SHM 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 11 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 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 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.