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← SOCIETY FOR HEALTHCARE EPIDEMIOLOGY OF AMERICA INC

Form 990 for tax year 2022

Filed by SOCIETY FOR HEALTHCARE EPIDEMIOLOGY OF AMERICA INC.

Totals

Total revenue
$3,534,208
Total expenses
$3,164,577
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$3,444,292
Investment income
$86,916
Other revenue
$3,000
Total assets, end of year
$7,689,550
Total liabilities, end of year
$858,708
Net assets or fund balances, end of year
$6,830,842
Program services expenses (Part IX)
not reported
Management and general expenses
not reported
Fundraising expenses
not reported
Program service expenses (Part III)
not reported

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.

  • 2a · Program service revenue: IDWEEK REVENUE SHARE

    total $1,317,818 · related or exempt $1,317,818

  • 2b · Program service revenue: ANNUAL MEETING

    total $809,261 · related or exempt $809,261

  • 2c · Program service revenue: JOURNALS

    total $671,824 · related or exempt $662,588 · unrelated business $9,236

  • 2d · Program service revenue: MEMBERSHIP

    total $593,389 · related or exempt $593,389

  • 2e · Program service revenue: CME INCOME

    total $52,000 · related or exempt $52,000

  • 3 · Investment income

    total $117,297 · excluded $117,297

  • 7a · Gross sales of assets other than inventory

    securities $550,000

  • 7b · Less cost or other basis and sales expenses

    securities $580,381

  • 7c · Gain or loss

    securities -$30,381

  • 7d · Net gain or loss

    total -$30,381 · excluded -$30,381

  • 11d · All other revenue

    total $3,000 · related or exempt $3,000

  • 11e · Other revenue, total

    $3,000

Functional expenses

Part IX, the statement of functional expenses.

  • 11a · Fees: management

    total $1,152,223

  • 11c · Fees: accounting

    total $15,184

  • 11d · Fees: lobbying

    total $19,500

  • 11f · Fees: investment management

    total $19,052

  • 11g · Fees: other

    total $825,717

  • 13 · Office expenses

    total $360,579

  • 16 · Occupancy

    total $73,410

  • 17 · Travel

    total $98,767

  • 19 · Conferences, conventions and meetings

    total $600,145

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $782,368 · end of year $950,033

  • 2 · Savings and temporary cash investments

    beginning of year $346,117

  • 4 · Accounts receivable

    beginning of year $913,752 · end of year $1,002,847

  • 9 · Prepaid expenses and deferred charges

    beginning of year $72,852 · end of year $94,101

  • 10a · Land, buildings and equipment: cost or other basis

    $82,858

  • 10b · Land, buildings and equipment: accumulated depreciation

    $82,858

  • 10c · Land, buildings and equipment, net

    beginning of year $0 · end of year $0

  • 11 · Investments: publicly traded securities

    beginning of year $6,060,847 · end of year $5,553,338

  • 15 · Other assets

    beginning of year $13,816 · end of year $89,231

  • 17 · Accounts payable and accrued expenses

    beginning of year $86,756 · end of year $85,980

  • 19 · Deferred revenue

    beginning of year $451,744 · end of year $260,704

  • 25 · Other liabilities

    beginning of year $269,384 · end of year $512,024

  • 27 · Net assets without donor restrictions

    beginning of year $7,381,868 · end of year $6,830,842

Mission and programs · 2022

Mission

THE SOCIETY OF HEALTHCARE EPIDEMIOLOGY'S (SHEA) MISSION IS TO PROMOTE THE PREVENTION OF HEALTHCARE-ASSOCIATED INFECTIONS AND ANTIBIOTIC RESISTANCE, AND TO ADVANCE THE FIELDS OF HEALTHCARE EPIDEMIOLOGY AND ANTIBIOTIC STEWARDSHIP.

Activities or mission (Part I)

PROMOTE THE PREVENTION OF HEALTHCARE-ASSOCIATED INFECTIONS AND ANTIBIOTIC RESISTANCE.

  • SPRING CONFERENCE: SHEA SPRING CONFERENCE PROVIDES ATTENDEES TRAINING AND EDUCATION TO ENSURE THAT HOSPITAL EPIDEMIOLOGISTS, INFECTION PREVENTION AND ANTIMICROBIAL STEWARDSHIP TEAMS CREATE AND MANAGE INFECTION PREVENTION AND ANTIBIOTIC STEWARDSHIP PRACTICES BASED ON THE LATEST SCIENTIFIC EVIDENCE-BASED PRACTICES. THIS CONFERENCE IS DESIGNED FOR PHYSICIANS, INFECTION PREVENTIONISTS, PHARMACISTS, MICROBIOLOGISTS, INFECTIOUS DISEASE SPECIALISTS, HEALTHCARE EPIDEMIOLOGISTS AND OTHER HEALTHCARE PROFESSIONALS PASSIONATE ABOUT INFECTION PREVENTION ANDANTIBIOTIC STEWARDSHIP. IN 2022, THIS CONFERENCE WAS HELD BOTH IN PERSON AND VIRTUALLY.

  • MEMBERSHIP SHEA MEMBERSHIP PROVIDES TIMELY INFORMATION AND RESOURCES TO MEMBERS AS IT RELATES TO INFECTION PREVENTION AND ANTIBIOTIC STEWARDSHIP ON PUBLIC POLICY AND REGULATION UPDATES, PRACTICE GUIDELINES, AND RESEARCH. MEMBERS RECEIVE ACCESS TO ONLINE EDUCATION, PODCASTS AND A SUBSCRIPTION TO SHEA'S SCIENTIFIC JOURNALS.

  • JOURNALS: THROUGH A PUBLISHING CONTRACT WITH THE CAMBRIDGE UNIVERSITY PRESS, SHEA PUBLISHES TWO SCIENTIFIC JOURNALS, INFECTION CONTROL AND HOSPITAL EPIDEMIOLOGY (ICHE) AND ANTIMICROBIAL STEWARDSHIP AND HEALTHCARE EPIDEMIOLOGY (ASHE). ICHE AND ASHE BOTH PUBLISH SCIENTIFICALLY AUTHORITATIVE, CLINICALLY APPLICABLE, PEER-REVIEWED RESEARCH ON PREVENTION OF HEALTHCARE ASSOCIATED INFECTIONS AND ANTIMICROBIAL STEWARDSHIP TO EVALUATE AND IMPROVE THE DELIVERY OF PATIENT CARE. MAJOR TOPICS COVERED INCLUDE INFECTION CONTROL PRACTICES, SURVEILLANCE, ANTIMICROBIAL STEWARDSHIP, COST-BENEFIT ANALYSES, RESOURCE USE, OCCUPATIONAL HEALTH, AND REGULATORY ISSUES. ASHE IS A GOLD OPEN ACCESS JOURNAL, AND ICHE IS A HYBRID OPEN ACCESS JOURNAL.

As filed on the 2022 return.

Listed in Part VII

  • Sharon B Wright MD MPH Fidsa Fshea

    PRESIDENT

    Total calculated
    $0
    Hours/week
    2

  • Deborah S Yokoe MD MPH

    PRESIDENT-ELECT

    Total calculated
    $0
    Hours/week
    2

  • Thomas R Talbor III MD MPH Fshea

    VICE PRESIDENT

    Total calculated
    $0
    Hours/week
    2

  • David J Weber MD MPH Fidsa Fshea

    SECRETARY

    Total calculated
    $0
    Hours/week
    2

  • Silvia Munoz-Price MD PhD

    TREASURER

    Total calculated
    $0
    Hours/week
    2 + 2 related

  • Mary Hayden MD

    PAST PRESIDENT

    Total calculated
    $0
    Hours/week
    2 + 2 related

  • Ibukunoluwa C Kalu MD

    COUNCILOR

    Total calculated
    $0
    Hours/week
    1

  • Lauri A Hicks Do

    COUNCILOR

    Total calculated
    $0
    Hours/week
    1

  • Rebekah Moehring MD MPH Fshea

    COUNCILOR

    Total calculated
    $0
    Hours/week
    1

  • Tara Palmore MD

    COUNCILOR

    Total calculated
    $0
    Hours/week
    1

  • Hala A Amer MD MPH PhD Cic

    COUNCILOR

    Total calculated
    $0
    Hours/week
    1

  • Latania K Logan MD Msph

    COUNCILOR

    Total calculated
    $0
    Hours/week
    1

  • Anurag Malani MD

    COUNCILOR

    Total calculated
    $0
    Hours/week
    1

  • Kristy Weinshel

    EXECUTIVE DIRECTOR

    Total calculated
    $0
    Hours/week
    38 + 2 related

  • Barton 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

The filer's explanations (Part III)

FORM 990, PART VII, SECTION A, LINE 5
SOCIETY FOR HEALTHCARE EPIDEMIOLOGY OF AMERICA (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 SOCIETY FOR HEALTHCARE EPIDEMIOLOGY OF AMERICA FOUNDATION(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. SHEA 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

No itemized grants to organizations on this return.

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.

  • SHEA EDUCATION & RESEARCH FOUNDATION

    501(C)(3) · SUPPORT MISSION OF SOCIETY FOR HEALTHCARE EPIDEMIOLOGY OF AMERICA · VA · controlled entity

    Directly controlled by SOCIETY FOR HEALTHCARE EPIDEMIOLOGY OF AMERICA

Provenance

Return type
form_990
Tax year
2022
Filed
2 November 2023
IRS schema version
2022v5.0
Source object
202313069349302436

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