Form 990 for tax year 2022
Filed by SOCIETY FOR HEALTHCARE EPIDEMLOLOGY AMERICA EDUCATION & RESEARCH FONDA.
Totals
- Total revenue
- $177,955
- Total expenses
- $356,376
- Contributions and grants received
- $171,288
- Grants paid
- $101,500
- Program service revenue
- $6,667
- Investment income
- $0
- Other revenue
- $0
- Total assets, end of year
- $140,096
- Total liabilities, end of year
- $89,231
- Net assets or fund balances, end of year
- $50,865
- Program services expenses (Part IX)
- $331,406
- Management and general expenses
- $24,970
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $331,406
Program services were 93.0% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
1d · Related organizations
$150,000
-
1f · All other contributions, gifts and grants
$21,288
-
2a · Program service revenue: COVER REVENUES
total $6,667 · related or exempt $6,667
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $60,000 · program services $60,000
-
3 · Grants to foreign organizations and individuals
total $41,500 · program services $41,500
-
11a · Fees: management
total $38,421 · program services $31,103 · management and general $7,318
-
11b · Fees: legal
total $3,386 · management and general $3,386
-
11c · Fees: accounting
total $13,710 · management and general $13,710
-
11g · Fees: other
total $72,848 · program services $72,564 · management and general $284
-
12 · Advertising and promotion
total $32,375 · program services $32,375
-
13 · Office expenses
total $38,794 · program services $38,522 · management and general $272
-
17 · Travel
total $4,500 · program services $4,500
-
19 · Conferences, conventions and meetings
total $50,842 · program services $50,842
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $70,527 · end of year $53,796
-
3 · Pledges and grants receivable
beginning of year $172,575 · end of year $86,300
-
25 · Other liabilities
beginning of year $13,816 · end of year $89,231
-
27 · Net assets without donor restrictions
beginning of year -$145,447 · end of year -$273,209
-
28 · Net assets with donor restrictions
beginning of year $374,733 · end of year $324,074
Mission and programs · 2022
Mission
THE SHEA EDUCATION & RESEARCH FOUNDATION, FORMED IN 2011, IS DEDICATED TO ADVANCING THE FIELD OF HEALTHCARE EPIDEMIOLOGY, INFECTION PREVENTION AND ANTIMICROBIAL STEWARDSHIP THROUGH EDUCATION AND RESEARCH.
Activities or mission (Part I)
DEDICATED TO ADVANCING THE FIELD OF HEALTHCARE EPIDEMIOLOGY, INFECTION PREVENTION AND ANTIMICROBIAL STEWARDSHIP THROUGH EDUCATION AND RESEARCH.
-
EDUCATION & RESEARCH: SHEA FOUNDATION CONTINUED WITH THE WORK UNDER THE BECTON DICKINSON (BD) GRANT TO CONTINUE TO PROMOTE ACCESS TO THE PREVENTION COURSE IN HEALTHCARE ASSOCIATED INFECTION KNOWLEDGE AND CONTROL CALLED PREVENTION CHKC PREVENTION CHKC IS AN ONLINE COURSE DESIGNED TO TRAIN FRONTLINE HEALTHCARE PERSONNEL, DEFINED AS THOSE "RESPONSIBLE FOR DIRECT PATIENT CARE" IN BEST PRACTICES TO PREVENT AND CONTROLS HAI'S AND PATHOGENS THAT CAN SPREAD IN THE HEALTHCARE SETTING. SHEA FOUNDATION PROVIDES SCHOLARSHIPS AND AWARDS TO FUND RESEARCH AND EDUCATION NEEDS OF PROFESSIONALS IN THE FIELD OF HEALTHCARE EPIDEMIOLOGY, INFECTION PREVENTION AND ANTIBIOTIC STEWARDSHIP GLOBALLY. THESE AWARDS RECOGNIZE THE CONTRIBUTIONS AND ACCOMPLISHMENTS OF OUR MEMBERS THAT EITHER HAVE HAD OR WILL HAVE A MEANINGFUL IMPACT ON THE FIELD. THE RESEARCH SCHOLAR PROGRAM AND EPI PROJECT COMPETITION ARE TWO GRANT PROGRAMS FUNDED BY THE SHEA EDUCATION AND RESEARCH FOUNDATION AND FACILITATED BY THE SHEA RESEARCH COMMITTEE. THE PURPOSE OF THE PROGRAMS IS TO SUPPORT AND MENTOR EARLY INVESTIGATORS IN THE FIELD OF HEALTHCARE EPIDEMIOLOGY AND ANTIBIOTIC STEWARDSHIP RESEARCH. THESE PROGRAMS MAKE RESEARCH FUNDING AVAILABLE FOR EARLY INVESTIGATORS TO CONDUCT STUDIES THAT CAN SHAPE OUR UNDERSTANDING OF INFECTION PREVENTION, ANTIBIOTIC STEWARDSHIP, AND IMPLEMENTATION SCIENCE.
Expenses $331,406 · Grants $101,500 · Revenue $6,667
As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Mary Hayden MDMARY HAYDEN MD
CHAIR
- Total calculated
- $0
- Hours/week
- 2 + 2 related
-
Deborah S Yhokoe MD MPHDEBORAH S YHOKOE MD MPH
VICE CHAIR
- Total calculated
- $0
- Hours/week
- 2
-
David K Henderson MDDAVID K HENDERSON MD
PAST CHAIR
- Total calculated
- $0
- Hours/week
- 2
-
Silvia Munoz-Price MD PhDSILVIA MUNOZ-PRICE MD PHD
TREASURER
- Total calculated
- $0
- Hours/week
- 2 + 2 related
-
David J Weber MD MPHDAVID J WEBER MD MPH
SECRETARY
- Total calculated
- $0
- Hours/week
- 2
-
Hula A Amer MD MPH PhD CicHULA A AMER MD MPH PHD CIC
MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Marci Drees MD MsMARCI DREES MD MS
MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Lona Mody MDLONA MODY MD
MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Clare Rock MD MsCLARE ROCK MD MS
MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Thomas Talbot MD MPHTHOMAS TALBOT MD MPH
MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Kristy WeinshelKRISTY WEINSHEL
EXECUTIVE DIRECTOR
- Total calculated
- $0
- Hours/week
- 2 + 38 related
-
Barton GrohBARTON GROH
VP FINANCE & ADMIN
- Total calculated
- $0
- Hours/week
- 2 + 38 related
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.
Schedule J
Answered yes
None.
Answered no
- 4a · Severance or change-of-control payment
- 4b · Supplemental nonqualified retirement plan
- 4c · Equity-based compensation arrangement
- 5a · Pay contingent on this organization's revenues
- 5b · Pay contingent on a related organization's revenues
- 6a · Pay contingent on this organization's net earnings
- 6b · Pay contingent on a related organization's net earnings
- 7 · Other non-fixed payments
- 8 · Paid under the initial-contract exception
The filer's explanations (Part III)
- FORM 990, PART VII, SECTION A, LINE 5
- SOCIETY FOR HEALTHCARE EPIDEMIOLOGY OF AMERICA FOUNDATION (SHEAF) IS A CONTROLLED ENTITY OF SOCIETY FOR HEALTHCARE EPIDEMIOLOGY OF AMERICA (SHEA) AND SHARES EXPENSES WITH IT. SHEA HAS ENTERED INTO AN AGREEMENT WITH INFECTIOUS DISEASES SOCIETY OF AMERICA (IDSA), AN UNRELATED NONPROFIT ORGANIZATION EXEMPT UNDER SECTION 501(C)(6) OF THE IRC, TO PROVIDE FACILITIES, MANAGEMENT AND ADMINISTRATIVE SERVICES. UNDER THE TERMS OF THIS AGREEMENT, SHEA REIMBURSES IDSA AT COST FOR ALL ALLOCATED SALARY AND BENEFITS OF THE SHEA AND SHEAF PROFESSIONAL STAFF PAID BY IDSA AND AN ALLOCATION OF ADMINISTRATIVE SALARIES AND OVERHEAD. TOTAL EXPENSE REIMBURSEMENTS INCURRED TO IDSA FOR THE YEAR ENDED DECEMBER 31, 2022 TOTALED $2,727,261. THE SHEAF OFFICERS COVERED BY THIS AGREEMENT ARE: KRISTY WEINSHEL, EXECUTIVE DIRECTOR AND BARTON GROH, VICE PRESIDENT FINANCE AND ADMINISTRATION.
Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.
Grants on this return
-
$40,000
RESEARCH GRANT
-
$20,000
RESEARCH GRANT
Related organizations on this return
Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.
-
SOCIETY FOR HEALTHCARE EPIDEMIOLOGY
501(C)(6) · FOSTER THE DEVELOPMENT AND APPLICATION OF THE SCIENCE OF HOSPITAL EPIDEMIOLO · NJ
Provenance
- Return type
- form_990
- Tax year
- 2022
- Filed
- 2 November 2023
- IRS schema version
- 2022v5.0
- Source object
- 202313079349301561
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
The source document this was parsed from is served over the API, which is where bulk and document access live.