2026-01-26T07:49:18-06:00 2025-09-30 871353108 EISNER ADVISORY GROUP LLC 130 NORTH 18TH STREET SUITE 3000 PHILADELPHIA PA 191032757 990 2024-10-01 233057353 SOCIETY OF HOSPITAL MEDICINE SOCI 2153517754 1500 SPRING GARDEN ST 501 PHILADELPHIA PA 19130 TARA WATSON SENIOR VICE PRESIDENT 2153517754 2026-01-13 1 0 HELEN M MARTIN P01330899 2158818800 2024 2025-03-06 01:10:19Z ERIC HOWELL 1500 SPRING GARDEN ST 501 PHILADELPHIA PA 19130 22616550 0 X WWW.HOSPITALMEDICINE.ORG X 2000 PA THE SOCIETY OF HOSPITAL MEDICINE IS DEDICATED TO PROMOTING THE HIGHEST QUALITY CARE FOR ALL HOSPITALIZED PATIENTS. SHM IS COMMITTED TO PROMOTING EXCELLENCE IN THE PRACTICE OF HOSPITAL MEDICINE THROUGH EDUCATION, ADVOCACY AND RESEARCH. 11 8 59 8 0 0 309723 1844322 13240374 14560964 745173 651657 253043 242665 14548313 17299608 50000 50000 0 0 7535571 7902070 0 0 0 5787752 6923272 13373323 14875342 1174990 2424266 22680568 25594220 7652450 6918816 15028118 18675404 X THE SOCIETY OF HOSPITAL MEDICINE IS DEDICATED TO PROMOTING THE HIGHEST QUALITY CARE FOR ALL HOSPITALIZED PATIENTS. SHM IS COMMITTED TO PROMOTING EXCELLENCE IN THE PRACTICE OF HOSPITAL MEDICINE THROUGH EDUCATION, ADVOCACY AND RESEARCH. 0 0 6064240 50000 8902031 CONVERGEANNUAL MEETING, NOW KNOWN AS CONVERGE, IS PART OF THE HOSPITAL MEDICINE MOVEMENT. IN 2025, THERE WERE APPROXIMATELY 4,100 ATTENDEES THAT WERE ABLE TO PARTICIPATE IN AROUND 130 DIFFERENT EDUCATIONAL SESSIONS. ADDITIONALLY, THERE WERE OVER 1,050 PARTICIPANTS IN THE POSTER SESSION. 2739521 6716291 MEMBERSHIPTHE SOCIETY OF HOSPITAL MEDICINE (SHM) IS THE PROFESSIONAL HOME OF HOSPITALISTS DEDICATED TO EXCEPTIONAL AND EQUITABLE CARE FOR ACUTELY ILL PATIENTS. AS THE HOME FOR HOSPITALISTS, SHM ACTIVATES AND ENGAGES OUR COMMUNITY TO ADVOCATE FOR OUR SPECIALTY, OUR MEMBERS, AND THE DIVERSE PATIENTS WE SERVE; PROMOTES HIGH-VALUE CARE AND OPTIMAL OUTCOMES FOR ACUTELY ILL PATIENTS; MEETS THE EVOLVING EDUCATIONAL NEEDS OF A DYNAMIC SPECIALTY; CULTIVATES AN INCLUSIVE COMMUNITY FOR HOSPITALISTS AND SUPPORTS CAREER GROWTH AND WELLBEING; AND ADVANCES THE RESEARCH AND INNOVATION OF HEALTHCARE DELIVERY, QUALITY, SAFETY, AND EXPERIENCE ACROSS THE CARE CONTINUUM.MEMBERS RECEIVE A RANGE OF EXCLUSIVE BENEFITS INCLUDING, BUT NOT LIMITED TO: SUBSCRIPTIONS TO THE HOSPITALIST AND THE JOURNAL OF HOSPITAL MEDICINE (PUBLISHED MONTHLY); MEMBERSHIP IN A LOCAL CHAPTER; ACCESS TO SPECIAL INTEREST GROUPS; AND A PORTFOLIO OF DIGITAL RESOURCES INCLUDING THE LEARNING PORTAL AND CLINICAL CONTENT ON QUALITY IMPROVEMENT. 618578 506916 CQITHE CENTER FOR QUALITY IMPROVEMENT SUPPORTS AND EQUIPS HOSPITALISTS AND OTHER HOSPITAL CLINICIANS WITH "BEST PRACTICE AND EVIDENCE-BASED IMPLEMENTATION TOOLS, FRAMEWORKS, RESOURCES AND STRATEGIES, RESULTING IN A SUSTAINABLE MODEL OF IMPROVED PATIENT SAFETY, OUTCOMES AND QUALITY OF CARE. THE CENTER PARTNERS WITH A DIVERSE POOL OF FUNDERS TO DEVELOP THESE PROGRAMS AND RESOURCES ADDRESSING MULTIPLE CLINICAL TOPICS INCLUDING GLYCEMIC CONTROL, COPD, VTE AND IMPROVING HANDOFFS OF CARE. SHM'S MENTORED IMPLEMENTATION MODEL IS THE PRIMARY MECHANISM FOR FACILITATING PROCESS IMPROVEMENT AND SUSTAINABLE CULTURAL CHANGE IN THE HOSPITAL TO IMPROVE PATIENT OUTCOMES. 9422339 1 1 0 1 0 0 0 0 0 0 1 0 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 1 157 0 1 59 1 0 0 0 0 0 0 0 0 0 0 0 0 X 11 8 0 0 0 0 0 0 0 1 1 0 1 1 1 1 1 1 1 1 1 1 0 CA X TARA WATSON VICE PRESIDENT OF FINANCE 2677022605 1500 SPRING GARDEN ST STE 501 PHILADELPHIA PA 19130 FLORA KISUULE IMMEDIATE PAST PRESIDENT 2.00 X X 3000 0 0 CHAD T WHELAN PRESIDENT 2.00 X X 0 0 0 EFREN MANJARREZ PRESIDENT-ELECT 2.00 X X 0 0 0 KIERSTIN CATES KENNEDY SECRETARY 1.00 X X 15000 0 0 D RUBY SAHOO TREASURER 2.00 X X 0 0 0 ANDREW DUNN BOARD MEMBER 1.00 X 0 0 0 LYNN MCDANIEL BOARD MEMBER 1.00 X 0 0 0 HEATHER E NYE BOARD MEMBER 1.00 X 0 0 0 JOE SWEIGART BOARD MEMBER 1.00 X 0 0 0 DARLENE TAD-Y BOARD MEMBER 1.00 X 500 0 0 ROBERT P ZIPPER BOARD MEMBER 1.00 X 0 0 0 KRIS REHM BOARD MEMBER (THRU ) 2.00 X 3000 0 0 BRYCE GARTLAND BOARD MEMBER (THRU ) 1.00 X 0 0 0 MARK W SHEN BOARD MEMBER (THRU ) 1.00 X 0 0 0 ERIC E HOWELL CHIEF EXECUTIVE OFFICER 40.00 X 844385 0 55947 TARA WATSON SENIOR VICE PRESIDENT 40.00 X 175846 0 25299 TOMMY GEORGE CHIEF OF OPERATIONS 40.00 X 227292 0 28379 JOSH BOSWELL CHIEF LEGAL OFFICER 40.00 X 225739 0 35227 JENNA GOLDSTEIN CHIEF OF STRATEGIC PARTNERSHIPS 40.00 X 222651 0 36972 NICK MARZANO CHIEF OF STRATEGY 40.00 X 229078 0 24469 MARC POVELL ASSOCIATE CHIEF OF OPERATIONS 40.00 X 167258 0 42882 2113749 0 249175 19 0 1 0 CHAMBER HILL STRATEGIES 1101 K STREET SUITE 30 WASHINGTON DC 20005 ADVOCACY LEGAL FEES 177026 1 847748 996574 1844322 REGISTRATION FEES 541900 6785015 6785015 MEMBERSHIP FEES 541900 5723255 5723255 JOB FAIRS AND EXHIBITS 541900 1156892 1156892 QUALITY IMPROVEMENT REVENUE 541900 506916 506916 OTHER PROGRAM INCOME 541900 388886 388886 14560964 240396 240396 242665 242665 5728203 5316942 411261 411261 411261 17299608 14560964 0 894322 50000 50000 1282163 190075 1092088 5330120 3449975 1880145 113236 79541 33695 850445 484869 365576 326106 184342 141764 295 295 29792 29792 183195 183195 543963 530043 13920 297474 294343 3131 46720 16483 30237 618553 137050 481503 434896 434896 104676 81153 23523 4025503 3914139 111364 43835 43835 23505 23505 MERCHANT CREDIT CARD FE 416423 416423 TRAINING/DEVELOPMENT 67162 7761 59401 TELECOMMUNICATIONS 53298 53298 PROFESSIONAL DUES/SUBSC 22190 2565 19625 11792 11792 14875342 9422339 5453003 0 676717 516227 4143355 6188086 287825 506710 844725 361209 2290594 2218642 69116 71952 15588551 17222832 1070279 727204 22680568 25594220 1535194 1158251 5002770 5019737 1114486 740828 7652450 6918816 X 15028118 18675404 15028118 18675404 22680568 25594220 2424266 1299223 -76203 0 X X 0 1 X 1 0 X 1368019 1187145 468505 309723 1844322 5177714 8453814 12077647 11751218 13240374 14560964 60084017 9821833 13264792 12219723 13550097 16405286 65261731 0 0 0 65261731 786576 971665 395857 896481 483061 3533640 786576 971665 395857 896481 483061 3533640 10608409 14236457 12615580 14446578 16888347 68795371 0.94860 0.93510 0.05140 0.06490 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 6019 183195 189214 14686128 14875342 893767 223442 0 0 796038 781743 818666 893767 3290214 4935321 159195 191035 244375 189214 783819 199010 195436 204667 223442 822555 1233833 53065 63678 76375 6019 199137 1236296 1236296 0 699820 638374 61446 354478 343972 10506 71952 OPERATING LEASE LIABILITY 740828 740828 X 16647951 0 16647951 651657 651657 17299608 14875342 0 14875342 0 14875342 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, 2025 AND 2024, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE ORGANIZATION RECOGNIZES ACCRUED INTEREST AND PENALTIES ASSOCIATED WITH UNCERTAIN TAX POSITIONS, IF ANY. THERE WERE NO INCOME TAX-RELATED INTEREST AND PENALTIES RECORDED FOR EITHER OF THE YEARS ENDED SEPTEMBER 30, 2025 OR 2024. PART XI, LINE 4B - OTHER ADJUSTMENTS: DIVIDEND AND INTEREST INCOME 240,396. REALIZED GAINS 411,261. 1 SCHOLARSHIP TO 3RD YEAR MEDICAL STUDENT 2 50000 PART I, LINE 2: TUITION IS PAID DIRECTLY TO THE INSTITUTION WHERE THE RECIPIENT IS ENROLLED. X X 0 0 0 0 0 0 0 0 0 ERIC E HOWELL CHIEF EXECUTIVE OFFICER 765020 0 79365 0 0 0 23380 0 32567 0 900332 0 0 0 JOSH BOSWELL CHIEF LEGAL OFFICER 185739 0 40000 0 0 0 5785 0 29442 0 260966 0 0 0 JENNA GOLDSTEIN CHIEF OF STRATEGIC PARTNERSHIPS 182651 0 40000 0 0 0 5785 0 31187 0 259623 0 0 0 TOMMY GEORGE CHIEF OF OPERATIONS 187292 0 40000 0 0 0 5782 0 22597 0 255671 0 0 0 NICK MARZANO CHIEF OF STRATEGY 189078 0 40000 0 0 0 4714 0 19755 0 253547 0 0 0 MARC POVELL ASSOCIATE CHIEF OF OPERATIONS 157258 0 10000 0 0 0 5315 0 37567 0 210140 0 0 0 TARA WATSON SENIOR VICE PRESIDENT 155846 0 20000 0 0 0 4863 0 20436 0 201145 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B ONCE THE 990 IS COMPLETED BY THE TAX PREPARES, IT IS SHARED, REVIEWED AND DISCUSSED BY THE DIRECTOR OF FINANCE AND THE CEO. ONCE THE VERSION TO BE FILED IS FINALIZED, THE 990 IS SENT TO EACH OF THE BOARD MEMBERS FOR REVIEW. THE BOARD IS THEN SOLICITED FOR INPUT AND QUESTIONS PRIOR TO FILING THE FORM 990. FORM 990, PART VI, SECTION B, LINE 12C ALL LEADERSHIP (BOARD OF DIRECTORS, COMMITTEE VOLUNTEERS, EDITORS, ETC.) IS PROVIDED WITH AN ANNUAL COI STMT. AND DISCLOSURE. THE CEO THEN REVIEWS ALL STATEMENTS FOR ANYTHING OF CONCERN AND ELEVATES TO THE BOARD LEVEL IF WARRANTED. PER SHM'S COI POLICY, THERE IS ALSO AN ONGOING DUTY TO DISCLOSE. FORM 990, PART VI, SECTION B, LINE 15 THE CEO COMPENSATION WAS DETERMINED FIRST BY THE EXECUTIVE COMMITTEE OF THE BOARD, INCLUDING REVIEWS OF THE CEO COMPENSATION ARRANGEMENTS OF SERVAL OTHER SIMILAR PROFESSIONAL MEDICAL ORGANIZATIONS. THIS INFORMATION IS THEN EXAMINED BY SHM'S LEGAL COUNSEL. FINALLY, THE COMPENSATION ARRANGEMENT IS APPROVED BY THE BOARD AND DOCUMENTED IN A WRITTEN CONTRACT. FORM 990, PART VI, SECTION C, LINE 19 SHM DIRECTS ANY REQUESTS FROM SHM MEMBERS OR OUTSIDE PARTIES TO GUIDESTAR.ORG WHICH POSTS SHM'S 990 AFTER FILING. SHM'S CONFLICT OF INTEREST POLICY, BYLAWS AND OTHER POLICY DOCUMENTS AND ITS FORM 1023 IS AVAILABLE UPON REQUEST. FORM 990, PART XII, LINE 2C THE FINANCE COMMITTEE, WHICH MEETS QUARTERLY THROUGHOUT THE YEAR, IS RESPONSIBLE FOR THE MONITORING OF THE FINANCIAL STATUS OF THE ORGANIZATION AND THE REPORTING OF ALL FINANCE MATTERS TO THE BOARD OF DIRECTORS. THIS PROCESS REMAINS UNCHANGED FROM THE PRIOR YEAR.