2015-03-31T10:13:40-05:00 2014-09-30 131639826 EISNERAMPER LLP 101 WEST AVENUE PO BOX 458 JENKINTOWN PA 190460458 990 2013-10-01 233057353 SOCIETY OF HOSPITAL MEDICINE SOCI 2153517754 1500 SPRING GARDEN ST NO 501 PHILADELPHIA PA 19130 TARA WATSON DIRECTOR OF FINANCE 2153517754 2015-03-21 1 STEVEN GLUECK P00856557 2158818800 2013 2016-03-07 17:11:31Z DR LAURENCE WELLIKSON 1500 SPRING GARDEN ST NO 501 PHILADELPHIA PA 19130 15290891 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 67 0 0 0 247041 1488262 939958 9470905 229696 534401 308496 936778 1725191 12430346 25000 0 0 0 1084049 4549225 0 0 66348 1039209 6955666 2148258 11504891 -423067 925455 10804843 11791535 4998369 4936509 5806474 6855026 X SEE SCHEDULE O. 0 0 3959417 5297251 EDUCATIONANNUAL MEETINGEDUCATIONAL INITIATIVES AT SHM ACCOUNT FOR THE LARGEST PROGRAM WITHIN THE ORGANIZATION. THE SINGLE LARGEST EVENT IS THE ANNUAL MEETING THAT DRAWS OVER 25% OF PAID MEMBERSHIP. THIS IS INDICATIVE OF THE ACTIVE ENGAGEMENT THAT MEMBERS HAVE AT SHM. FROM SURVEYS CONDUCTED, THE MOST IMPORTANT CONSIDERATION FOR MEMBERS AT THE SHM ANNUAL MEETING IS TO BE PART OF THE HOSPITAL MEDICINE MOVEMENT AND TO PARTICIPATE IN OVER 100 DIFFERENT EDUCATIONAL SESSIONS. ADDITIONALLY, AT THE 2014 ANNUAL MEETING THERE WERE OVER 700 PARTICIPANTS IN THE POSTER SESSION THAT SHOWCASES AREAS OF ACADEMIC RESEARCH, INNOVATION AND KEY CLINICAL CASES WITHIN HOSPITAL MEDICINE.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 1,000 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. 1934293 1260317 CENTER FOR HOSPITAL INNOVATION AND IMPROVEMENT THE CENTER FOR HOSPITAL INNOVATION AND IMPROVEMENT WAS CREATED TO SOLIDIFY SHM'S COMMITMENT TO PROMOTING INNOVATIVE AND EFFECTIVE METHODS FOR IMPROVING PATIENT CARE THROUGH QUALITY IMPROVEMENT AND PATIENT SAFETY INITIATIVES. IN 2011, SHM BECAME THE FIRST NATIONAL MEDICAL ASSOCIATION RECOGNIZED WITH THE EISENBERG AWARD. THE AWARD ACKNOWLEDGES SHM FOR ITS INNOVATIVE MENTORED IMPLEMENTATION MODEL, WHICH HAS BEEN UTILIZED IN MORE THAN 300 HOSPITALS AND TOUCHED TENS OF THOUSANDS OF PATIENTS ACROSS THE COUNTRY. SHM CURRENTLY MANAGES OVER 25 GRANT FUNDED PROGRAMS THAT PROVIDE KEY QUALITY, PATIENT SAFETY AND VALUE-BASED CARE RESOURCES, INCLUDING WEB-BASED TRAINING TOOLKITS AND SITE-BASED DEMONSTRATION PROJECTS.SHM OFFERS A MUTLI-PRONGED APPROACH TO QUALITY IMPROVEMENT INCLUDING:- MENTORED IMPLEMENTATION PROGRAMS- 12 MONTH PROGRAMS IN WHICH INSTITUTIONS ARE COACHED BY NATIONAL EXPERTS (MENTORS) IN IMPLEMENTING SPECIFIC QUALITY INTERVENTIONS AT THEIR HOSPITAL- ELECTRONIC QUALITY IMPROVEMENT PROGRAMS (EQUIPS), WHICH PROVIDE ELECTRONIC DATA COLLECTION AND WEB-BASED TOOLKITS FOR SELF-DIRECTED QUALITY IMPROVEMENT INITIATIVES- IMPLEMENTATION TOOLKITS-SHM PROVIDES WEB-BASED TOOLKITS, INCLUDING RESOURCES AND IMPLEMENTATION GUIDES, OUTLINING EVIDENCE-BASED QUALITY IMPROVEMENT INTERVENTIONS THAT IMPROVE METRICS IN KEY CLINICAL AREASSHM MANAGES VARIOUS INITIATIVES WHICH ARE FUNDED BY FOR-PROFIT COMPANIES, NON-PROFIT ORGANIZATIONS, ACADEMIC INSTITUTIONS, AND FEDERAL GRANTS. THESE PROJECTS INCLUDE:- MEDICATION RECONCILIATION - PATIENT NUTRITION- GLYCEMIC CONTROL FOR HOSPITALIZED PATIENTS- CAUTI REDUCTION IN ACUTE CARE AND LONG-TERM CARE FACILITIES- IMPLEMENTING SAFETY PRACTICES FOR THE PREVENTION AND TREATMENT OF DELIRIUM IN ICUS- A POST-ACUTE CARE TOOLKIT TO AID IN TRANSITIONS FROM ACUTE CARE FACILITIES- PAIN MANAGEMENT STRATEGIES FOR HOSPITALIZED PATIENTS- ACUTE CORONARY SYNDROME- VTE/DVT PREVENTION- CARE TRANSITIONS (BOOST)- HANDOFFS (IPASS) 1393341 3850115 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. 7287051 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 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 91 0 1 67 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 PA 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 ELECT 2.00 X 0 0 0 BURKE T KEALEY PRESIDENT 3.00 X 0 0 0 ERIC HOWELL PAST PRESIDENT 2.00 X X 16750 0 0 HOWARD R EPSTEIN BOARD MEMBER 1.00 X 0 0 0 ERIN STUCKY FISHER SECRETARY 2.00 X X 0 0 0 JEFFREY J GLASHEEN BOARD MEMBER 1.00 X 12500 0 0 RON GREENO BOARD MEMBER 1.00 X 0 0 0 BRIAN HARTE TREASURER 2.00 X 700 0 0 BRADLEY SHARPE BOARD MEMBER 1.00 X 1000 0 0 DANIELLE SCHEURER BOARD MEMBER 1.00 X 0 0 0 PATRICK TORCSON BOARD MEMBER 1.00 X 0 0 0 LAURENCE D WELLIKSON MD FACP CHIEF EXECUTIVE OFFICER 40.00 X 632115 0 34575 ROBERT ZIPPERLEN VP OF FINANCE THRU 06.2014 40.00 X 110836 0 17831 JOSEPH MILLER SENIOR VP 40.00 X 184300 0 6166 BRANDON SHANK VP, COMMUNICATIONS 40.00 X 103250 0 6246 1061451 0 64818 4 0 1 0 MGM RESORTS INTERNATIONAL PO BOX 748137 LOS ANGELES CA 90074 HOTEL SERVICES 1197419 JOHN WILEY & SONS PO BOX 416502 BOSTON MA 02241 PUBLISHING 442663 MARKETING GENERAL 625 N WASHINGTON STREET ALEXANDRIA VA 22314 MEMBERSHIP MKTG SVCS 332222 TEMPLE UNIVERSITY HEALTH SYSTEM 1913 N BOARD STREET PHILADELPHIA PA 19122 RESEARCH FEES 265714 ROYAL PRODUCTIONS 235 N CAUSEWAY BLVD METAIRIE LA 70001 CONVENTION CENTER 162865 10 512309 975953 1488262 REGISTRATION FEES 541900 4324656 4324656 MEMBERSHIP FEES 541900 2913337 2913337 QUALITY IMPROVEMENT REVENUE 541900 1064259 1064259 JOB FAIRS AND EXHIBITS 541900 972595 972595 OTHER PROGRAM INCOME 541900 196058 196058 9470905 222621 222621 936778 936778 3172325 2860545 311780 311780 311780 12430346 10407683 0 534401 X 974834 123219 785267 66348 2798709 1948872 849837 51741 40102 11639 432387 254930 177457 291554 162094 129460 10580 10580 25030 25030 1591477 1028797 562680 344734 336296 8438 183410 107409 76001 415103 61597 353506 306679 306679 427148 273688 153460 2554857 2469909 84948 262209 262209 22400 22400 SUBSCRIPTION FEES 429760 422906 6854 MERCHANT CREDIT CARD FE 225374 225374 TRAINING 96110 26586 69524 PROFESSIONAL DUES 28957 28957 31838 1689 30149 11504891 7287051 4151492 66348 35477 264908 2255690 2140289 962855 575084 70751 153123 2798581 2165677 827742 632904 4691956 3342923 1817108 4569040 143264 113264 10804843 11791535 1256092 1190517 3377435 3454404 364842 291588 4998369 4936509 X 5806474 6855026 5806474 6855026 10804843 11791535 925455 174046 -50949 0 X X 0 1 X 1 0 X 2256165 2719750 1266324 2047123 672811 8962173 4995421 5757137 8786993 9169189 10286356 38995096 7251586 8476887 10053317 11216312 10959167 47957269 0 0 0 47957269 1191916 1721390 1520892 1736282 1159399 7329879 1191916 1721390 1520892 1736282 1159399 7329879 8443502 10198277 11574209 12952594 12118566 55287148 0.86740 0.85150 0.13260 0.14850 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1280940 829880 451060 284611 236028 48583 1233030 1099769 133261 632904 DODGE & COX INCOME FUND BALANCED TOTAL RETURN 785777 F PIMCO FDS TOTAL RETURN BD FUND INSTL CLASS 829222 F T ROWE PRICE VALUE FD INC 782760 F MFS VALUE FUND CLASS I 737882 F T ROWE PRICE GROWTH STOCK 692144 F TOUCHSTONE SANDS CAPITAL SELECT 741255 F 4569040 DEFERRED RENT 291588 291588 X 11895945 0 11895945 534401 534401 12430346 11504891 0 11504891 0 11504891 PART X, LINE 2: THE INTERNAL REVENUE SERVICE ("IRS") 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. ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE 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, 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 YEAR ENDED SEPTEMBER 30, 2014. THE ORGANIZATION CHANGED ITS FISCAL YEAR END DATE EFFECTIVE SEPTEMBER 30, 2013. THE INFORMATION RETURNS OF THE ORGANIZATION FOR THE YEARS ENDED JUNE 30, 2011 AND 2013, FOR THE PERIOD ENDED SEPTEMBER 30, 2013 AND FOR THE YEAR ENDED SEPTEMBER 30, 2014 ARE OR WILL BE SUBJECT TO EXAMINATION BY THE IRS AND OTHER VARIOUS TAXING AUTHORITIES, GENERALLY FOR THREE YEARS AFTER THEY ARE FILED. PART XI, LINE 4B - OTHER ADJUSTMENTS: REALIZED GAIN 311,780. INTEREST INCOME 222,621. X 1 0 X X 0 0 0 0 0 0 0 0 0 LAURENCE D WELLIKSON MD FACP CHIEF EXECUTIVE OFFICER 632115 0 0 0 0 0 18963 0 15612 0 666690 0 0 0 JOSEPH MILLER SENIOR VP 184300 0 0 0 0 0 5529 0 637 0 190466 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 VP 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 AND OUR OUTSIDE AUDIT FIRM. 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 96,600. MANAGEMENT AND GENERAL EXPENSES 424,617. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 521,217. PROFESSIONAL EDITORS/WRITERS: PROGRAM SERVICE EXPENSES 93,375. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 93,375. EXPERT ADVISORS: PROGRAM SERVICE EXPENSES 649,719. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 649,719. OTHER PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 189,103. MANAGEMENT AND GENERAL EXPENSES 138,063. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 327,166. 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.