2025-11-13T09:39:40-06:00 2024-12-31 420714325 RSM US LLP 80 CITY SQUARE BOSTON MA 02129 990 2024-01-01 232757559 INSTITUTE FOR SAFE MEDICATION PRACTICES INST 6108256000 77 N BROAD STREET 3RD FLOOR DOYLESTOWN PA 18901 INDRANI EGLESTON CFO 6108256000 2025-11-12 1 1 LYNNE JOHNSON P00757336 6179129000 2025-11-11 2024 2025-03-06 01:10:19Z RITA JEW 77 N BROAD STREET 3RD FLOOR DOYLESTOWN PA 18901 2461308 0 X WWW.ISMP.ORG X 1994 PA TO ADVANCE PATIENT SAFETY WORLDWIDE BY EMPOWERING THE HEALTHCARE COMMUNITY TO PREVENT MEDICATION ERRORS. 4 1 21 70 0 0 461837 350080 1946403 2097180 0 0 -44869 -44923 2363371 2402337 0 0 0 0 2326476 2208849 0 0 27900 1649056 1662051 3975532 3870900 -1612161 -1468563 2007773 1821038 1981460 3263288 26313 -1442250 X THE ORGANIZATION'S MISSION IS TO ADVANCE PATIENT SAFETY WORLDWIDE BY EMPOWERING THE HEALTHCARE COMMUNITY TO PREVENT MEDICATION ERRORS.THE ORGANIZATION ACCOMPLISHES ITS MISSION THROUGH ITS INTERDISCIPLINARY EFFORTS TO:- COLLECT AND ANALYZE REPORTS OF MEDICATION-RELATED HAZARDOUS CONDITIONS, NEAR-MISSES, ERRORS, AND OTHER ADVERSE DRUG EVENTS- DISSEMINATE TIMELY MEDICATION SAFETY INFORMATION, RISK-REDUCTION TOOLS, AND ERROR-PREVENTION STRATEGIES- EDUCATE THE HEALTHCARE COMMUNITY AND CONSUMERS ABOUT SAFE MEDICATION PRACTICES- COLLABORATE WITH OTHER PATIENT SAFETY ORGANIZATIONS, EDUCATIONAL INSTITUTIONS, GOVERNMENTAL AGENCIES AND OTHER HEALTHCARE STAKEHOLDERS- ADVOCATE THE ADOPTION OF SAFE MEDICATION STANDARDS BY ACCREDITING BODIES, MANUFACTURERS, POLICY MAKERS, REGULATORY AGENCIES, AND STANDARDS-SETTING ORGANIZATIONS- CONDUCT RESEARCH TO PROVIDE EVIDENCE-BASED SAFE MEDICATION PRACTICES 0 0 1240061 1033541 TECHNICAL ASSISTANCE PROGRAMS AND EDUCATION:EDUCATION: ISMP CONSIDERS EDUCATION TO BE A CORE COMPONENT OF ITS MISSION AND OFFERS A VARIETY OF VALUABLE EDUCATIONAL RESOURCES FOR HEALTHCARE PRACTITIONERS AND CONSUMERS, INCLUDING FREQUENT WEBINARS, CONTINUING EDUCATION SESSIONS AT SOME OF THE NATION'S LARGEST PROFESSIONAL MEETINGS, WORKSHOPS, LECTURES, VIDEOS, AND PATIENT BROCHURES. A WIDE RANGE OF FREE TOOLS FOR HEALTHCARE PRACTITIONERS, SUCH AS LISTS OF HIGH-ALERT DRUGS AND POTENTIALLY DANGEROUS ABBREVIATIONS, ARE AVAILABLE ON WWW.ISMP.ORG. IN ADDITION, ISMP HOSTS MEDICATION SAFETY FELLOWSHIPS.CONSULTS: EACH YEAR, ISMP PROVIDES CONFIDENTIAL CONSULTING SERVICES TO HEALTHCARE FACILITIES ACROSS THE COUNTRY IN A WIDE RANGE OF PRACTICE SETTINGS (E.G., HOSPITALS/HEALTH-SYSTEMS, COMMUNITY AND SPECIALTY PHARMACIES, AMBULATORY CLINICS, INFUSION CENTERS, ETC.) TO HELP IMPROVE MEDICATION SAFETY. ONSITE PROACTIVE RISK ASSESSMENTS IN THESE PRACTICE SETTINGS BY A MULTIDISCIPLINARY TEAM OF PRACTITIONERS RESULT IN SAFE PRACTICE RECOMMENDATIONS AND A CUSTOMIZED ROADMAP TO MEDICATION ERROR PREVENTION. ONGOING GUIDANCE IN IMPLEMENTATION AND FOLLOW-UP SUPPORT SERVICES ARE ALSO PROVIDED AS NEEDED. UNLIKE OTHER CONSULTANTS, ISMP CONSTANTLY UPDATES ITS EVIDENCE-BASED PREVENTION STRATEGIES WITH REAL-TIME INFORMATION GAINED FROM ONGOING ANALYSIS OF THOUSANDS OF REPORTS SUBMITTED TO ITS NATIONAL VOLUNTARY ERROR REPORTING PROGRAMS.ERROR REPORTING AND ANALYSIS: THE VOLUNTARY ISMP NATIONAL MEDICATION ERRORS REPORTING PROGRAM (ISMP MERP) WAS STARTED IN ORDER TO LEARN ABOUT ERRORS HAPPENING ACROSS THE NATION, UNDERSTAND ROOT CAUSES, AND SHARE "LESSONS LEARNED" WITH THE HEALTHCARE COMMUNITY. THE PROGRAM WAS EXPANDED TO INCLUDE A NATIONAL VACCINE ERRORS REPORTING PROGRAM (ISMP VERP) AND THE FIRST CONSUMER ERROR REPORTING PROGRAM THROUGH ISMP'S CONSUMER WEBSITE (WWW.CONSUMERMEDSAFETY.ORG). EACH YEAR, THE PROGRAMS RECEIVE A FEW THOUSAND REPORTS FROM HEALTHCARE PRACTITIONERS AND CONSUMERS. THAT INFORMATION IS USED TO BRING ABOUT LARGE-SCALE CHANGES IN MEDICATION SAFETY THROUGH PUBLISHED GUIDELINES, RECOMMENDATIONS AND BEST PRACTICES. IN ADDITION, BASED ON THE INFORMATION SUBMITTED TO THE PROGRAMS, NATIONAL ALERT NETWORK (NAN) ALERTS ARE ISSUED AS NEEDED TO WARN PROVIDERS OF RISK FOR ERRORS THAT HAVE CAUSED OR MAY CAUSE SERIOUS HARM OR DEATH. RESEARCH AND BEST PRACTICES DEVELOPMENT: IN ADDITION TO DISSEMINATING INFORMATION ON SAFE MEDICATION USE GAINED THROUGH ITS REPORTING PROGRAMS AND OTHER SOURCES, ISMP CONDUCTS ORIGINAL RESEARCH TO HELP PROVIDE EVIDENCE-BASED SOLUTIONS AND DEVELOPS GUIDANCE AND PREVENTION STRATEGIES TO PREVENT ERRORS. ISMP HAS CONDUCTED NATIONAL MEDICATION SAFETY SELF-ASSESSMENTS FOR ACUTE CARE HOSPITALS IN 2000, 2004, AND 2011, A SELF-ASSESSMENT FOR HIGH-ALERT MEDICATIONS IN 2018 AND A SELF-ASSESSMENT FOR PERIOPERATIVE MEDICATION SAFETY IN 2021. TOPICS THAT OTHER ISMP SELF-ASSESSMENTS HAVE ADDRESSED INCLUDE ONCOLOGY, COMMUNITY/AMBULATORY PHARMACY, AND ANTITHROMBOTIC THERAPY. ISMP ALSO DEVELOP BEST PRACTICES AND MOST RECENTLY ISSUED THE 2024-2025 TARGETED MEDICATION SAFETY BEST PRACTICES FOR HOSPITALS AND 2023-2024 TARGETED MEDICATION SAFETY BEST PRACTICES FOR COMMUNITY PHARMACY TO IDENTIFY, INSPIRE, AND MOBILIZE NATIONAL ACTION ON RECURRING SAFETY PROBLEMS. 568341 1063639 PUBLICATIONS:PUBLICATIONS: ISMP PRODUCES THREE ELECTRONIC NEWSLETTERS THAT COLLECTIVELY REACH MILLIONS OF READERS AND ARE RECOGNIZED AS SOME OF THE MOST TIMELY, COMPREHENSIVE MEDICAL ALERT SYSTEMS IN THE WORLD. THE BIWEEKLY ISMP MEDICATION SAFETY ALERT! ACUTE CARE NEWSLETTERS PROVIDE VIRTUALLY EVERY US HOSPITAL WITH VITAL AND LIFE-SAVING INFORMATION ABOUT MEDICATION AND DEVICE ERRORS AND ADVERSE DRUG EVENTS. THE MONTHLY ISMP MEDICATION SAFETY ALERT! COMMUNITY/AMBULATORY AND ISMP MEDICATION SAFETY ALERT! NURSE ADVISE-ERR NEWSLETTERS PROVIDE PHARMACISTS, PHARMACY TECHNICIANS, NURSES, PHYSICIANS, AND OTHER HEALTH PROFESSIONALS PRACTICAL RECOMMENDATIONS THAT CAN BE USED IN THEIR OWN PRACTICE SETTINGS. ISMP ALSO PUBLISHES EDUCATIONAL COLUMNS IN SEVERAL HEALTHCARE PROFESSIONAL JOURNALS AND PUBLICATIONS. ISMP'S CONSUMER WEBSITE, WWW.CONSUMERMEDSAFETY.ORG, PROVIDES CONSUMERS WITH ADVICE FROM LEADING SAFETY EXPERTS AND INFORMATION AND GUIDANCE ON SAFE MEDICATION USE.MEMBERSHIPS: ISMP OFFERS A MEDICATION SAFETY MEMBERSHIP AND A SPECIALTY PHARMACY MEDICATION SAFETY MEMBERSHIP THAT AIMS TO HELP REDUCE THE OCCURRENCE OF MEDICATION ERRORS WITH EVIDENCE-BASED BEST PRACTICES. THE MEMBERSHIP PROVIDES ACTIONABLE GUIDANCE AND PRACTICAL STRATEGIES FOR HEALTHCARE PROFESSIONALS INVOLVED IN MANAGING RISK THROUGHOUT THE ENTIRE MEDICATION-USE PROCESS. 1808402 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 1 10 0 1 21 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 4 1 0 0 0 0 1 1 0 1 1 0 0 1 1 0 1 1 1 1 1 0 PA NJ IL NY CA X INDRANI EGLESTON 6108256000 77 N BROAD STREET 3RD FLOOR DOYLESTOWN PA 18901 MARCUS SCHABACKER MD PHD DIRECTOR - CHAIR 2.00 40.00 X X 0 905891 236694 DHEERENDRA KOMMALA DIRECTOR 2.00 40.00 X 0 445072 98723 PETER CATALANO DIRECTOR - TREASURER 2.00 40.00 X X 0 380990 116496 JANICE DUNSAVAGE DIRECTOR 2.00 0.00 X 0 0 0 RANDAL WHITE SECRETARY 2.00 24.00 X 0 319382 90452 RITA JEW PRESIDENT 43.00 2.00 X 280916 0 11877 CHRISTINA MICHALEK DIRECTOR OF MEMBERSHIP & PSO 48.56 0.00 X 181585 0 7730 MATTHEW GRISSINGER DIRECTOR OF EDUCATION 40.15 0.00 X 147118 0 6262 MICHAEL GAUNT SR MGR, ERROR REPORTING 44.87 0.00 X 145057 0 6215 JENNIFER YOUNG MED SAFETY SPEC, MEMBERSHIP 40.31 0.00 X 135945 0 13369 SHANNON BERTAGNOLI MED SAFETY SPEC, PUBLICATIONS 40.52 0.00 X 138944 0 8522 REBECCA LAMIS MGR, MED SAFETY BOARD 41.05 0.00 X 128766 0 18139 1158331 2051335 614479 8 0 1 0 0 75737 274343 350080 MEMBERSHIP, PUBLICATIO 900099 1063639 1063639 TECHNICAL ASSISTANCE 541900 1033541 1033541 2097180 13200 75737 58971 -45771 -45771 MISCELLANEOUS INCOME 900099 848 848 848 2402337 2097180 0 -44923 482108 189315 292793 1307191 1117906 161385 27900 52653 44938 7715 232359 171014 61345 134538 98792 35746 7500 7500 9450 9450 131502 85199 46303 36782 717 36065 16561 5836 10725 35156 344 34812 65123 47281 17842 16581 13170 3411 42993 42993 17888 17888 SHARED SERVICE COST 1213341 1213341 ADMINISTRATIVE FEES 52290 33890 18400 PAYROLL PROCESSING 16884 16884 3870900 1808402 2034598 27900 892172 299253 176604 393245 2595 2857 303295 303295 7634 0 388953 353593 539815 772090 2007773 1821038 92801 115633 684571 699415 1204088 2448240 1981460 3263288 X -97687 -1596420 124000 154170 26313 -1442250 2007773 1821038 -1468563 0 X 1 X 0 0 0 X 562645 1622793 793881 461837 350080 3791236 1827117 1503825 1743510 1946403 2097180 9118035 2389762 3126618 2537391 2408240 2447260 12909271 0 425869 577023 217078 1219970 425869 577023 217078 1219970 11689301 12000 14048 26048 2389762 3126618 2537391 2420240 2461308 12935319 0.90370 0.90010 0.00000 0.03930 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: NET FUNDRAISING EVENTS - 2020 AMOUNT: $ 0. 2021 AMOUNT: $ 0. 2022 AMOUNT: $ 0. 2023 AMOUNT: $ 12,000. 2024 AMOUNT: $ 13,200. OTHER INCOME - 2024 AMOUNT: $ 848. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 303295 303295 0 0 DUE FROM AFFILIATES 772090 772090 DUE TO AFFILIATES 2448240 2448240 X PART X, LINE 2: ISMP IS GENERALLY EXEMPT FROM FEDERAL INCOME TAXES UNDER THE PROVISIONS OF SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (IRC). ISMP QUALIFIES FOR CHARITABLE CONTRIBUTION DEDUCTIONS AND HAS BEEN CLASSIFIED AS ORGANIZATIONS THAT ARE NOT PRIVATE FOUNDATIONS. INCOME, WHICH IS NOT RELATED TO EXEMPT PURPOSES, LESS APPLICABLE DEDUCTIONS, IS SUBJECT TO FEDERAL AND STATE CORPORATE INCOME TAXES. THE INSTITUTE DID NOT HAVE ANY SIGNIFICANT NET UNRELATED BUSINESS INCOME FOR THE YEAR ENDED DECEMBER 31, 2024. MANAGEMENT EVALUATED THE INSTITUTE'S TAX POSITIONS AND CONCLUDED THAT THE INSTITUTE HAD TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE CONSOLIDATED FINANCIAL STATEMENTS. THE INSTITUTE FILES INCOME TAX RETURNS IN THE U.S. FEDERAL JURISDICTION. GENERALLY, THE INSTITUTE IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS BY THE U.S. FEDERAL, STATE OR LOCAL TAX AUTHORITIES FOR YEARS BEFORE 2021. CHEERS AWARD DINNER 88937 75737 13200 19519 26616 400 12436 88937 75737 13200 19519 26616 400 12436 58971 -45771 X X 0 1 0 0 0 0 0 0 0 MARCUS SCHABACKER MD PHD DIRECTOR - CHAIR 0 866267 0 32100 0 7524 0 197348 0 39346 0 1142585 0 0 DHEERENDRA KOMMALA DIRECTOR 0 422475 0 20800 0 1797 0 85161 0 13562 0 543795 0 0 PETER CATALANO DIRECTOR - TREASURER 0 364390 0 13660 0 2940 0 79156 0 37340 0 497486 0 0 RANDAL WHITE SECRETARY 0 307783 0 11599 0 0 0 52909 0 37543 0 409834 0 0 RITA JEW PRESIDENT 268490 0 10400 0 2026 0 11156 0 721 0 292793 0 0 0 CHRISTINA MICHALEK DIRECTOR OF MEMBERSHIP & PSO 180316 0 0 0 1269 0 7213 0 517 0 189315 0 0 0 MATTHEW GRISSINGER DIRECTOR OF EDUCATION 145630 0 0 0 1488 0 5825 0 437 0 153380 0 0 0 MICHAEL GAUNT SR MGR, ERROR REPORTING 144560 0 0 0 497 0 5782 0 433 0 151272 0 0 0 PART I, LINE 4B EMPLOYEES WHO PARTICIPATED IN A 457(F) PLAN DURING THE CALENDAR YEAR 2024 ARE PETER CATALANO, DHEERENDRA KOMMALA, MARCUS SCHABACKER, AND RANDAL WHITE. CONTRIBUTIONS TO THE 457(F) PLANS DURING 2024: - PETER CATALANO - $65,356 - DHEERENDRA KOMMALA - $71,361 - MARCUS SCHABACKER - $183,548 - RANDAL WHITE - $39,794 THERE WERE NO DISTRIBUTIONS FROM THE PLAN DURING THE CALENDAR YEAR 2024. FORM 990, PART VI, SECTION A, LINE 6 ECRI, EMERGENCY CARE RESEARCH INSTITUTE, IS THE SOLE MEMBER OF ISMP. FORM 990, PART VI, SECTION A, LINE 7A THE ORGANIZATION'S MEMBER IS RESPONSIBLE FOR APPOINTING THE DIRECTORS TO THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED WITH INPUT FROM OTHERS AS NEEDED, INCLUDING AN INDEPENDENT ACCOUNTING FIRMS REVIEW. A DRAFT OF THE COMPLETED FORM 990 IS REVIEWED BY CHIEF FINANCIAL OFFICER AND CHIEF LEGAL OFFICER. THEREAFTER, THE PRELIMINARY FORM 990 IS SENT TO EACH OFFICER AND DIRECTOR FOR THEIR REVIEW AND COMMENTS, AND ALL QUESTIONS AND COMMENTS ARE RESPONDED TO. IN ADDITION, THE FORM 990 IS REVIEWED AND DISCUSSED WITH THE GOVERNING BOARD'S AUDIT AND COMPLIANCE COMMITTEE AND THEREAFTER WITH THE DIRECTORS. AFTER THE ABOVE-DESCRIBED REVIEWS AND DISCUSSIONS, THE FINAL FORM 990 IS SIGNED AND FILED WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C THE BOARD OF DIRECTORS HAS ESTABLISHED THE ORGANIZATION'S CONFLICT OF INTEREST POLICY. IN THE EVENT OF AN ACTUAL OR POTENTIAL CONFLICT OF INTEREST, THE BOARD OF DIRECTORS SHALL DETERMINE THE APPROPRIATE RESPONSE. THE ORGANIZATION ALSO MAINTAINS A HOTLINE NUMBER FOR STAFF TO REPORT POSSIBLE VIOLATIONS. FORM 990, PART VI, SECTION B, LINE 15 THE BOARD IS RESPONSIBLE FOR REVIEWING THE PERFORMANCE OF THE PRESIDENT AND CONSIDERING ADJUSTMENTS IN COMPENSATION ON AN ANNUAL BASIS. THE BOARD'S DECISIONS WILL BE BASED ON ANNUAL PERFORMANCE AND REVIEW OF COMPARABLE SALARIES OF SIMILAR ORGANIZATIONS. THE PRESIDENT, IN CONJUNCTION WITH THE BOARD, IS RESPONSIBLE FOR REVIEWING THE PERFORMANCE AND DETERMINING COMPENSATION OF OTHER KEY EMPLOYEES IN THE ORGANIZATION ON AN ANNUAL BASIS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE UPON WRITTEN REQUEST FOR THE SAME PERIOD OF DISCLOSURE AS SET FORTH IN SECTION 6104(D). MEDICATION SAFETY OFFICERS SOCIETY LLC 77 N BROAD STREET 3RD FLOOR DOYLESTOWN PA 18901 EDUCATION PA 0 0 INSTITUTE FOR SAFE MEDICATION PRACTICES EMERGENCY CARE RESEARCH INSTITUTE 77 N BROAD STREET 3RD FLOOR DOYLESTOWN PA 18901 231662091 IMPROVE HEALTHCARE PA 501(C)(3) LINE 10 N/A 0 ECRI LABORATORIES 77 N BROAD STREET 3RD FLOOR DOYLESTOWN PA 18901 232053202 INACTIVE PA 501(C)(3) INACTIVE EMERGENCY CARE RESEARCH INSTITUTE 0 ECRI SHARED SERVICES 77 N BROAD STREET 3RD FLOOR DOYLESTOWN PA 18901 232056173 INACTIVE PA 501(C)(3) INACTIVE EMERGENCY CARE RESEARCH INSTITUTE 0 WHITEMARSH INSTITUTE 77 N BROAD STREET 3RD FLOOR DOYLESTOWN PA 18901 232996964 INACTIVE PA 501(C)(3) INACTIVE EMERGENCY CARE RESEARCH INSTITUTE 0 CENTER FOR ACCESSIBLE TRANSPORTATION AND ASSISTIVE TECHNOLOGY 77 N BROAD STREET 3RD FLOOR DOYLESTOWN PA 18901 232705995 INACTIVE PA EMERGENCY CARE RESEARCH INSTITUTE C 0 ECRI BHD 11 3 10 JALAN 3 109F DANAU BUSINESS TAMAN DANAU MY IMPROVE HEALTHCARE MY EMERGENCY CARE RESEARCH INSTITUTE C 0 ECRI INC 77 N BROAD STREET 3RD FLOOR DOYLESTOWN PA 18901 232082955 INACTIVE PA EMERGENCY CARE RESEARCH INSTITUTE C 0 ECRI MEA INC 77 N BROAD STREET 3RD FLOOR DOYLESTOWN PA 18901 853562970 INACTIVE PA EMERGENCY CARE RESEARCH INSTITUTE C 0 NATIONAL SAFETY TECHNOLOGIES 77 N BROAD STREET 3RD FLOOR DOYLESTOWN PA 18901 232491329 INACTIVE PA EMERGENCY CARE RESEARCH INSTITUTE C 0 MED SAFETY BOARD INC 77 N BROAD STREET 3RD FLOOR DOYLESTOWN PA 18901 232948087 PRODUCT EVALUATION OF PHARMACEUTICALS PA INSTITUTE FOR SAFE MEDICATION PRACTICES C 438679 760586 1.00000 1 0 0 0 0 0 0 0 0 0 0 0 1 1 1 1 1 1 0 0 MED SAFETY BOARD INC L 252869 ACTUAL COST MED SAFETY BOARD INC N 772090 ACTUAL COST SCHEDULE R, PART V, LINE 1L: ISMP ASSISTS MSB WITH PROJECTS AND THESE SERVICES ARE CHARGED TO MSB IN ACCORDANCE WITH THE LEVEL OF EFFORT PROVIDED AT COST. IN 2024, THESE SERVICES FROM ISMP TO MSB AMOUNTED TO $252,869.