Form 990 for tax year 2024

Revenue

Part VIII, the statement of revenue.

• 1d · Related organizations

  $200,000

• 1f · All other contributions, gifts and grants

  $53,864

Functional expenses

Part IX, the statement of functional expenses.

• 2 · Grants to domestic individuals

  total $52,027 · program services $52,027

• 3 · Grants to foreign organizations and individuals

  total $20,750 · program services $20,750

• 11a · Fees: management

  total $42,523 · program services $35,997 · management and general $4,821 · fundraising $1,705

• 11b · Fees: legal

  total $634 · management and general $634

• 11c · Fees: accounting

  total $8,717 · management and general $8,717

• 11g · Fees: other

  total $42,838 · program services $11,315 · fundraising $31,523

• 12 · Advertising and promotion

  total $3,112 · program services $2,569 · fundraising $543

• 13 · Office expenses

  total $11,255 · program services $8,080 · management and general $3,175

• 14 · Information technology

  total $6,776 · fundraising $6,776

• 19 · Conferences, conventions and meetings

  total $35,734 · program services $32,982 · management and general $1,894 · fundraising $858

Balance sheet

Part X, book values.

• 1 · Cash, non-interest-bearing

  beginning of year $95,647 · end of year $115,501

• 17 · Accounts payable and accrued expenses

  beginning of year $4,250 · end of year $15,278

• 25 · Other liabilities

  beginning of year $35,321 · end of year $14,649

• 27 · Net assets without donor restrictions

  beginning of year $21,191 · end of year $51,939

• 28 · Net assets with donor restrictions

  beginning of year $34,885 · end of year $33,635

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. SHEAF 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, 2024 TOTALED $1,518,655. THE SHEAF OFFICERS COVERED BY THIS AGREEMENT ARE: KRISTY WEINSHEL, EXECUTIVE DIRECTOR AND BARTON GROH, VICE PRESIDENT FINANCE AND ADMINISTRATION.