2021-11-14T17:47:28-06:00 2020-12-31 521186096 RUBINO AND COMPANY CHARTERED 6903 ROCKLEDGE DRIVE SUITE 300 BETHESDA MD 208171818 990 2020-01-01 237299881 SOCIETY FOR PUBLIC HEALTH EDUCATION INC SOCI 2024089804 10 G ST NE NO 605 WASHINGTON DC 200024242 M ELAINE AULD CHIEF EXECUTIVE OFFICER 2024089804 2021-11-12 1 M ELAINE AULD 999009999 PATRICIA A O'MALLEY CPA P00285909 3015643636 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z M ELAINE AULD 10 G ST NE NO 605 WASHINGTON DC 200024242 2405938 0 X WWW.SOPHE.ORG X 1950 CA THE MISSION OF SOPHE IS TO PROVIDE GLOBAL LEADERSHIP ON HEALTH EDUCATION AND HEALTH PROMOTION AND TO PROMOTE THE HEALTH OF SOCIETY. 19 18 16 50 5226 0 1499357 1133364 627892 650327 64989 90702 484170 468401 2676408 2342794 22922 25940 0 0 1224227 1198274 0 0 130170 1262616 937803 2509765 2162017 166643 180777 2403061 2899178 735479 872041 1667582 2027137 X THE MISSION OF SOPHE IS TO PROVIDE GLOBAL LEADERSHIP ON HEALTH EDUCATION AND HEALTH PROMOTION AND TO PROMOTE THE HEALTH OF SOCIETY. 0 0 453739 4000 HEALTH PROMOTION:SOPHE LEADS MANY HEALTH PROMOTION INITIATIVES, ALL DESIGNED TO CONTRIBUTE TO THE GLOBAL PUBLIC HEALTH EFFORT TO IMPROVE HEALTH OUTCOMES AND PROMOTE HEALTH EQUITY. THE INITIATIVES INCLUDE PROGRAMS TO PROVIDE TRAINING OF STUDENTS AND PROFESSIONALS ON THE CONNECTION BETWEEN BEHAVIORAL SCIENCES, HEALTH EDUCATION, HEALTH PROMOTION AND THE SURROUNDING ENVIRONMENT, AS WELL AS WORKING WITH OTHER NATIONAL ORGANIZATIONS, BUSINESSES, HOSPITALS, SCHOOLS, AND LOCAL COMMUNITIES TO REDUCE CHRONIC DISEASE RISKS DUE TO POOR NUTRITION, INACTIVITY, TOBACCO USE AND OTHER LIFESTYLE RISK FACTORS. SOPHE PUBLISHES AND DISTRIBUTES A SMOKING CESSATION GUIDE AND PROVIDES TRAINING TO HEALTH PROVIDERS TO HELP PREGNANT WOMEN QUIT SMOKING.IN 2020, SOPHE LEAD COOPERATIVE AGREEMENTS WITH CDC'S NATIONAL CENTER FOR CHRONIC DISEASE PREVENTION AND HEALTH PROMOTION IN ARTHRITIS, SCHOOL HEALTH AND IN ELIMINATING HEALTH DISPARITIES. SOPHE CONDUCTED VIRTUAL TRAININGS FOR CDC GRANTEES ON FOOD SERVICE GUIDELINES FOR HEALTHY EATING, WRITING FOR PEER-REVIEWED PUBLICATIONS AND STRENGTHENING HEALTH EDUCATION TEACHER PREPARATION PROGRAMS. SOPHE PRODUCED SEVERAL RESOURCES AND CONDUCTED WEBINARS FOR PUBLIC HEALTH PROFESSIONALS IN CONJUNCTION WITH CDC AND PARTNERS. SOPHE ALSO CONDUCTED AN ENVIRONMENTAL SCAN OF HEALTH EDUCATION TEACHER PREPARATION PROGRAMS ACROSS THE NATION. 399181 17440 406318 MEETINGS:SOPHE PROVIDES EDUCATIONAL OPPORTUNITIES FOR HEALTH EDUCATION RESEARCHERS, FACULTY, PRACTITIONERS, AND STUDENTS BY SPONSORING AN ANNUAL MEETING. SOPHE'S 2020 MEETING WAS HELD VIRTUALLY DUE TO COVID-19, WITH NEARLY 800 PARTICIPANTS FROM ACROSS THE UNITED STATES AND SEVERAL INTERNATIONAL COUNTRIES. MEETING CONTENT INCLUDED PLENARY AND CONCURRENT SESSIONS, WORKSHOPS, ROUNDTABLES, POSTERS, EXHIBITS, AWARD PRESENTATIONS, AND STUDENT CASE STUDY COMPETITIONS. THE MEETING PROVIDED A MAJOR SOURCE OF CONTINUING EDUCATION CREDITS FOR CERTIFIED HEALTH EDUCATION SPECIALISTS, MASTER CERTIFIED HEALTH EDUCATION SPECIALISTS, AND PERSONS CERTIFIED IN PUBLIC HEALTH. ADDITIONALLY, SOPHE SPONSORED A VIRTUAL DIGITAL HEALTH PROMOTION SUMMIT THAT ATTRACTED SOME 175 PARTICIPANTS ON THE IMPACT OF THE DIGITAL MEDIA ON HEALTH, INCLUDING COVID-19, GOVERNMENT, ACADEMIA, AND INDUSTRY. SOPHE CONDUCTED MULTIPLE WEBINARS ON ADDRESSING COVID-19 VACCINE SAFETY AND PRODUCED SPECIAL COLLECTIONS OF RESOURCES ON THE TOPIC, WHICH WERE MADE AVAILABLE ON ITS WEBSITE. SOPHE ALSO UPGRADED ITS SOFTWARE TO PROVIDE A MORE ROBUST E-LEARNING CENTER FOR SYNCHRONOUS AND ASYNCHRONOUS TRAINING COURSES AND RESOURCES. 247042 3000 216445 JOURNALS & PUBLICATIONS:IN 2020, SOPHE PUBLISHED 16 ISSUES OF ITS THREE PEER-REVIEWED JOURNALS: PEDAGOGY IN HEALTH PROMOTION: THE SCHOLARSHIP OF TEACHING AND LEARNING, HEALTH EDUCATION & BEHAVIOR (HE&B) AND HEALTH PROMOTION PRACTICE (HPP) MANY JOURNAL ARTICLES FEATURED LESSONS LEARNED IN COVID-19 AS WELL AS ANTI-RACISM. HE&B PUBLISHED A SPECIAL SUPPLEMENT ON CAMPUS SEXUAL ASSAULT AND PREVENTION. HPP PUBLISHED A SUPPLEMENT WITH FDA ON TOBACCO INTERVENTION AND STRATEGIES IN DIVERSE POPULATIONS; AND A SPECIAL FOCUS ISSUE ON HIV/AIDS IN CONJUNCTION WITH THE HEALTH RESOURCES AND SERVICES ADMINISTRATION. PHP PUBLISHES A SPECIAL ISSUE ON PEDAGOGY FOR GLOBAL HEALTH AND HEALTH PROMOTION. ALL SOPHE JOURNALS ARE MUST-HAVE RESOURCES FOR THE PUBLIC HEALTH ACADEMIC AND PRACTITIONER COMMUNITIES. IN TERMS OF OTHER PUBLICATIONS, SOPHE CONTINUED TO DISSEMINATE ITS TEXTBOOKS (UPAHEAD), RESEARCH HANDBOOK; ACADEMIC TEXTBOOKS (INTRODUCTION TO GLOBAL HEALTH PROMOTION), (HEALTH PROMOTION PROGRAMS: FROM THEORY TO PRACTICE), TOOLS OF THE TRADE (THREE VOLUME SERIES), A QUARTERLY NEWSLETTER AND A BI-MONTHLY ELECTRONIC NEWSLETTER. 117957 1500 27564 HEALTH EDUCATIONDISTANCE EDUCATION:SOPHE PROVIDED MORE THAN 75 ONLINE EDUCATION EVENTS AND JOURNAL SELF-STUDIES ON HIV, GUN VIOLENCE, OBESITY, VACCINE HESITANCY, GLOBALHEALTH, SCHOOL HEALTH, AND OTHER CUTTING-EDGE HEALTH TOPICS. SPEAKERS REPRESENTED MAJOR FEDERAL AGENCIES AS WELL AS RESEARCHERS AND PRACTITIONERS THROUGHOUT THE COUNTRY TO ENHANCE THE TRANSLATION OF RESEARCH TO PRACTICE. SOPHE PROVIDED 9,000 CONTINUING EDUCATION CONTACT HOURS TO THE HEALTH EDUCATION AND PUBLIC HEALTH WORKFORCES.PROFESSIONAL PREPARATION AND STANDARDS:SOPHE CONTINUED TO DISSEMINATE INFORMATON ON NATIONAL STANDARDS FOR THE PREPARATION OF SCHOOL HEALTH EDUCATORS AND ITS WORK WITH THE COUNCIL FOR ACCREDITATION OF EDUCATOR PREPARATION.. CAEP RECOGNIZED SOPHE AS A SPECIALIZED PROFESSIONAL ASSOCIATION (SPA) IN SCHOOL HEALTH EDUCATION. IN CONJUNCTION WITH THE NATIONAL COMMISSION FOR HEALTH EDUCATION CREDENTIALING, SOPHE CONTINUED TO DISSEMINATE THE RESULTS OF THE PSYCHOMETRIC STUDY OF THE NATIONAL HEALTH EDUCATION SPECIALISTS PRACTICE ANALYSIS II 2020, WHICH ENUMERATES THE AREAS OF RESPONSIBILITY, COMPETENCIES, AND SUB-COMPETENCIES FOR THE HEALTH EDUCATION WORKFORCE. 117957 1500 27564 1217919 1 1 0 1 0 0 0 0 0 1 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 53 0 1 16 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 19 18 0 0 0 0 1 1 1 1 1 0 1 1 1 1 1 1 1 1 1 0 0 CA X M ELAINE AULD 2024089804 10 G ST NE SUITE 605 WASHINGTON DC 200024242 X CAM ESCOFFERY PRESIDENT 6.00 X X 0 0 0 DEBORAH A FORTUNE PRESIDENT ELECT 2.00 X X 0 0 0 RACHAEL DOMBROWSKI SECRETARY 2.00 X X 25000 0 0 JEFFERY GOODMAN TREASURER 2.00 X X 0 0 0 JEAN BRENY IMMEDIATE PAST PRESIDENT 1.00 X X 0 0 0 MOLLY BROWN TRUSTEE 1.00 X 0 0 0 HEIDI HANCHER-RAUCH TRUSTEE 1.00 X 0 0 0 BETH CHANEY TRUSTEE 1.00 X 0 0 0 ANTONIO GARDNER TRUSTEE 1.00 X 0 0 0 NICOLETTE WARREN-POWE TRUSTEE 1.00 X 0 0 0 ASHLEY PARKS TRUSTEE 1.00 X 0 0 0 JODY L VOGELZANG TRUSTEE 1.00 X 0 0 0 CHERYLEE SHERRY TRUSTEE 1.00 X 0 0 0 REBECCA RICH STUDENT TRUSTEE 1.00 X 0 0 0 DARCELL SCHARFF TRUSTEE 1.00 X 0 0 0 MOLLY BROWN SPEAKER OF THE HOUSE 1.00 X 0 0 0 CHARITY BISHOP SPEAKER OF THE HOUSE-ELECT 1.00 X 0 0 0 KAITLIN CARTOCCIO TRUSTEE 1.00 X 0 0 0 KATIE MILLER TRUSTEE 1.00 X 0 0 0 M ELAINE AULD CHIEF EXEC. OFFICER 40.00 X 181946 0 23685 JEAN TALIAFERRO SR. DIR. FINANCE AND ADMIN 40.00 X 112344 0 18442 319290 0 42127 2 0 1 0 COMMPARTNERS 7230 LEE DEFOREST DRIVE SUITE 206 COLUMBIA MD 21046 SEE SCHEDULE O 117300 1 191592 569340 372432 1133364 ANNUAL MEETING 900099 406318 406318 PUBLICATIONS 900099 216445 216445 OTHER PROGRAM INCOME 900099 27564 27564 650327 46046 46046 463175 463175 107800 63144 44656 44656 44656 JOB POSTING 900099 5226 5226 5226 2342794 650327 5226 553877 X 65 65 25875 25875 336715 108166 214134 14415 730718 420656 233883 76179 9590 1331 7622 637 41657 19516 18605 3536 79594 52696 17811 9087 25783 20864 4066 853 48780 48780 355793 299192 56601 450 450 46830 13911 32160 759 81585 13734 65670 2181 162018 76445 71849 13724 35386 33141 2226 19 25016 19159 3168 2689 5 5 51175 25587 20982 4606 9408 1213 8195 PRINTING & PUBLICATIONS 87999 78953 8011 1035 CHAPTER DEVELOPMENT 7415 7415 UBIT TAXES 160 160 2162017 1217919 813928 130170 201445 537714 36359 55455 167328 112225 110042 74509 431295 207515 270205 223780 1610476 1888289 7206 7206 2403061 2899178 111750 116138 300661 245818 211900 323068 298185 735479 872041 X 1328423 1642774 339159 384363 1667582 2027137 2403061 2899178 180777 178778 0 X X 0 1 X 1 0 X 1010077 1061074 790629 1499357 1133364 5494501 486756 483399 562323 627893 637414 2797785 1496833 1544473 1352952 2127250 1770778 8292286 10000 19270 29270 0 10000 19270 29270 8263016 454225 487634 524104 538678 553877 2558518 454225 487634 524104 538678 553877 2558518 1951058 2032107 1877056 2665928 2324655 10850804 0.76150 0.76630 0.23580 0.23090 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 0 0 0 0 1 6796 0 0 6796 0 311654 48869 5000 198 355325 266160 45494 311654 279496 -10336 3000 266160 244534 36462 1500 279496 232645 14889 3000 244534 0.28000 0.72000 0 0 297705 91792 205913 31040 31040 0 102550 84683 17867 223780 DEFERRED RENT 105885 DEFERRED LEASE INCENTIVE 192300 298185 X 2521572 178778 178778 2342794 0 2342794 2162017 0 2162017 0 2162017 PART V, LINE 4: SCHOLARSHIPS PART X, LINE 2: THE SOCIETY IS RECOGNIZED AS EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE, EXCEPT FOR TAXES ON UNRELATED BUSINESS INCOME, IF ANY. HOWEVER, TAX YEARS ENDED DECEMBER 31, 2017 THROUGH 2019, REMAIN OPEN TO EXAMINATION BY THE TAXING JURISDICTIONS TO WHICH THE SOCIETY IS SUBJECT, AND THEY HAVE NOT BEEN EXTENDED BEYOND THE APPLICABLE STATUTE OF LIMITATIONS. THE SOCIETY HAS A PROCESS IN PLACE TO ENSURE THE MAINTENANCE OF ITS EXEMPT-STATUS; TO IDENTIFY AND REPORT UNRELATED BUSINESS INCOME; TO DETERMINE ITS FILING AND TAX OBLIGATIONS IN JURISDICTIONS FOR WHICH IT HAS NEXUS; AND TO IDENTIFY AND EVALUATE OTHER MATTERS THAT MAY BE CONSIDERED TAX POSITIONS. THE SOCIETY HAS DETERMINED THAT THERE ARE NO MATERIAL UNCERTAIN TAX POSITIONS THAT REQUIRE RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. 1 SCHOLARSHIPS 50 20375 FELLOWSHIPS 6 5500 PART I, LINE 2: GRANTS FOR ADDRESSING PUBLIC HEALTH EDUCATION SCHOLARSHIPS AND FELLOWSHIPS ARE MADE IN ACCORDANCE WITH SOPHE POLICIES AND PROCEDURES, INJURY FELLOWSHIPS ARE MADE IN ACCORDANCE WITH CDC GUIDELINES AND REPORTING REQUIREMENTS. X X X X 0 0 0 0 0 0 0 0 0 M ELAINE AULD CHIEF EXEC. OFFICER 181946 0 0 0 0 0 6550 0 17135 0 205631 0 0 0 FORM 990, PART VI, SECTION A, LINE 6 SOPHE HAS TWO CATEGORIES OF MEMBERS, INDIVIDUAL AND ASSOCIATE. AN INDIVIDUAL IS: 1) A PUBLIC HEALTH EDUCATOR WHO IS A PROFESSIONAL WITH A GRADUATE OR UNDERGRADUATE DEGREE FROM A FORMAL PUBLIC HEALTH EDUCATION OR RELATED PROGRAM; 2) A PROFESSIONAL WHO IS EMPLOYED OR IS FUNCTIONING IN A PUBLIC HEALTH EDUCATION CAPACITY; 3) A FACULTY MEMBER OF A PUBLIC HEALTH EDUCATION PROGRAM; 4) A STUDENT IN A PUBLIC HEALTH EDUCATION PROGRAM; 5) A RETIRED PUBLIC HEALTH EDUCATOR; 6) AND/OR ANYONE WITH AN INTEREST IN PUBLIC HEALTH EDUCATION. AN ASSOCIATE MEMBER IS ANY CORPORATION THAT IS ASSOCIATED WITH THE PROFESSION OF HEALTH EDUCATION THAT SUPPORTS THE PURPOSE AND MISSION OF SOPHE AND THAT MEETS ANY ADDITIONAL REQUIREMENTS FOR ASSOCIATE MEMBERSHIP AS MAY BE IMPOSED BY THE BOARD OF TRUSTEES FROM TIME TO TIME. IN 2020, SOPHE HAD (2) TWO AFFILIATE ORGANIZATION MEMBERS. FORM 990, PART VI, SECTION A, LINE 7A INDIVIDUAL MEMBERS OF SOPHE ELECT OFFICERS AND TRUSTEES OF THE BOARD OF TRUSTEES, SOPHE'S GOVERNING BODY. FORM 990, PART VI, SECTION A, LINE 7B INDIVIDUAL MEMBERS HAVE THE RIGHT TO VOTE ON DECISIONS WITH REGARD TO PROPOSED CHANGES IN BYLAWS AND/OR EXTRAORDINARY ACTIVITIES (E.G. MERGERS, DISSOLUTION, AND DIVESTITURE OF ASSETS), IN COMPLIANCE WITH CALIFORNIA LAW. FORM 990, PART VI, SECTION B, LINE 11B A DRAFT OF SOPHE'S FORM 990 IS PREPARED BY AN INDEPENDENT ACCOUNTING FIRM, REVIEWED BY THE SOPHE CEO AND LEGAL COUNSEL AND THEN REVIEWED BY THE SOPHE BOARD OF TRUSTEES BEFORE FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C SOPHE REQUIRES ALL TRUSTEES, OFFICERS AND THE CHIEF EXECUTIVE OFFICER (CEO) TO COMPLETE AN ANNUAL STATEMENT OF ACTUAL AND POTENTIAL CONFLICTS OF INTEREST. SOPHE REMINDS OFFICERS, TRUSTEES AND THE CEO FROM TIME TO TIME OF THE SOPHE CONFLICT OF INTEREST POLICY. FORM 990, PART VI, SECTION B, LINE 15A IN CONJUNCTION WITH THE SOPHE COMPENSATION POLICY, THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES OF SOPHE, WHICH IS COMPRISED OF DISINTERESTED PERSONS, REVIEWS THE ANNUAL EXECUTIVE SURVEY PREPARED BY THE AMERICAN SOCIETY OF ASSOCIATION EXECUTIVES, IN DETERMINING THE SALARY OF SOPHE'S CEO. THE EXECUTIVE COMMITTEE ALSO REVIEWS THE CEO'S PERFORMANCE AS WELL AS OTHER SURVEYS TO DETERMINE THE CEO'S COMPENSATION ON AN ANNUAL BASIS. THE PROCESS FOR DETERMINING THE CEO'S COMPENSATION IS DOCUMENTED IN THE MINUTES OF THE EXECUTIVE COMMITTEE'S MEETING. FORM 990, PART VI, SECTION C, LINE 19 SOPHE'S BYLAWS AND CONFLICT OF INTEREST POLICY ARE AVAILABLE TO THE PUBLIC ON SOPHE'S WEBSITE. SOPHE REPORTS FINANCIAL INFORMATION TO ITS MEMBERS AT ITS ALL MEMBER BUSINESS MEETING AND MAKES WRITTEN INFORMATION AVAILABLE TO ITS MEMBERS UPON REQUEST. PART VII, SECTION B, LINE 1B ELEVATED PLATFORM FOR VIRTUAL CONFERENCE AND WEBINAR FORM 990, PART IX, LINE 11G EDITORIAL: PROGRAM SERVICE EXPENSES 58,650. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 58,650. CONSULTANT: PROGRAM SERVICE EXPENSES 240,542. MANAGEMENT AND GENERAL EXPENSES 16,927. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 257,469. TEMPORARY HELP: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 24,330. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 24,330. EMPLOYMENT SEARCH: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 15,344. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 15,344. FORM 990, PART XII, LINE 2C SOPHE HAS AN AUDIT COMMITTEE THAT ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF THE FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT AUDITOR. THE AUDIT COMMITTEE IS COMPRISED OF SEVERAL MEMBERS OF THE BOARD OF TRUSTEES, IN COMPLIANCE WITH SOPHE BYLAWS. FORM 990, PART VI, LINE 1A SOPHE'S EXECUTIVE COMMITTEE COMPRISES THE PRESIDENT, PRESIDENT-ELECT, SECRETARY, TREASURER, IMMEDIATE PAST PRESIDENT, AND SPEAKER OF THE HOUSE OF DELEGATES. BETWEEN MEETINGS OF THE BOARD OF TRUSTEES, THE EXECUTIVE COMMITTEE HAS AND MAY EXERCISE ALL THE POWERS AND AUTHORITY OF THE BOARD IN THE MANAGEMENT OF THE BUSINESS AND AFFAIRS OF SOPHE, BUT EXCLUDING SUCH POWERS AND AUTHORITY AS ARE LIMITED BY CALIFORNIA LAW OR SOPHE'S BYLAWS. ALL ACTIONS BY THE EXECUTIVE COMMITTEE ARE REPORTED TO THE BOARD OF TRUSTEES AT THE NEXT BOARD MEETING. SOPHE'S CEO IS NORMALLY PRESENT IN ALL CALLS AND MEETINGS OF THE EXECUTIVE COMMITTEE. FORM 990, PART VI, SECTION B, LINE 10B IN 2020, THERE WERE MORE THAN 20 CHAPTERS THAT SUBSCRIBE TO THE SAME PURPOSE AND MISSION OF SOPHE AND MUST MEET CERTAIN REQUIREMENTS SET FORTH IN THE SOPHE'S BYLAWS. HOWEVER, SOPHE CHAPTERS ARE INDEPENDENT ORGANIZATIONS AND NATIONAL SOPHE DOES NOT CONTROL THE ACTIVITIES OF ITS SOCIETY FOR PUBLIC HEALTH EDUCATION INC. INDIVIDUAL CHAPTERS.