Skip to content
Nonprofiteer
← SOCIETY FOR HEALTHCARE EPIDEMLOLOGY AMERICA EDUCATION & RESEARCH FONDA

Form 990 for tax year 2023

Filed by SOCIETY FOR HEALTHCARE EPIDEMLOLOGY AMERICA EDUCATION & RESEARCH FONDA.

Totals

Total revenue
$383,366
Total expenses
$378,155
Contributions and grants received
$383,356
Grants paid
$121,750
Program service revenue
$0
Investment income
$10
Other revenue
$0
Total assets, end of year
$95,647
Total liabilities, end of year
$39,571
Net assets or fund balances, end of year
$56,076
Program services expenses (Part IX)
$302,891
Management and general expenses
$25,200
Fundraising expenses
$50,064
Program service expenses (Part III)
$302,891

Program services were 80.1% 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

    $325,000

  • 1f · All other contributions, gifts and grants

    $58,356

  • 3 · Investment income

    total $10 · excluded $10

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $40,000 · program services $40,000

  • 2 · Grants to domestic individuals

    total $32,000 · program services $32,000

  • 3 · Grants to foreign organizations and individuals

    total $49,750 · program services $49,750

  • 11a · Fees: management

    total $52,699 · program services $42,216 · management and general $10,483

  • 11b · Fees: legal

    total $2,329 · management and general $2,329

  • 11c · Fees: accounting

    total $8,058 · management and general $8,058

  • 11g · Fees: other

    total $113,061 · program services $63,045 · fundraising $50,016

  • 12 · Advertising and promotion

    total $48 · fundraising $48

  • 13 · Office expenses

    total $8,408 · program services $6,677 · management and general $1,731

  • 19 · Conferences, conventions and meetings

    total $71,802 · program services $69,203 · management and general $2,599

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $53,796 · end of year $95,647

  • 3 · Pledges and grants receivable

    beginning of year $86,300

  • 17 · Accounts payable and accrued expenses

    end of year $4,250

  • 25 · Other liabilities

    beginning of year $89,231 · end of year $35,321

  • 27 · Net assets without donor restrictions

    beginning of year -$273,209 · end of year $21,191

  • 28 · Net assets with donor restrictions

    beginning of year $324,074 · end of year $34,885

Mission and programs · 2023

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 $302,891 · Grants $121,750

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Sharon Wright MD

    CHAIR

    Total calculated
    $0
    Hours/week
    0.5 + 2 related

  • Tom Talbot MD MPH

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    0.5 + 2 related

  • L Silvia Munoz-Price MD PhD

    TREASURER

    Total calculated
    $0
    Hours/week
    0.5 + 2 related

  • Mary Hayden MD

    PAST CHAIR

    Total calculated
    $0
    Hours/week
    0.5

  • Hala Amer MD MPH PhD Cic

    COUNCILOR

    Total calculated
    $0
    Hours/week
    0.5 + 1 related

  • Marci Drees MD MPH

    COUNCILOR

    Total calculated
    $0
    Hours/week
    0.5 + 1 related

  • Jennie Kwon Do Msci

    COUNCILOR

    Total calculated
    $0
    Hours/week
    0.5

  • Thomas J Sandora MD MPH

    COUNCILOR

    Total calculated
    $0
    Hours/week
    0.5 + 1 related

  • Kristy Weinshel

    EXECUTIVE DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5 + 37 related

  • Barton Groh

    VICE PRESIDENT, FINANCE AND ADMINISTRATION

    Total calculated
    $0
    Hours/week
    0.5 + 1 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 MANAGEMENT FEE PAID TO IDSA FOR THE YEAR ENDED DECEMBER 31, 2023 TOTALED $1,523,043. 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

  • RUSH UNIVERSITY MEDICAL CENTER

    $40,000

    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.

Provenance

Return type
form_990
Tax year
2023
Filed
12 November 2024
IRS schema version
2023v5.1
Source object
202423199349300107

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.