SOCIETY FOR HEALTHCARE EPIDEMIOLOGY OF AMERICA INC: Form 990, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- SOCIETY FOR HEALTHCARE EPIDEMIOLOGY OF AMERICA INC (EIN 58-1410314)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-11-15
- IRS object ID
- 201913199349300826
- Schema version
- 2018v3.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule B
- Schedule C
- Schedule D
- Schedule F
- Schedule I
- Schedule J
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-11-15T05:40:04-06:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 521855942 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TATE AND TRYON | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2021 L STREET NW SUITE 400 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20036 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2018-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 581410314 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SOCIETY FOR HEALTHCARE EPIDEMIOLOGY | BusinessNameLine1Txt |
| Business Name Line2 | OF AMERICA INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SOCI | BusinessNameControlTxt |
| Phone | 7032990200 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1300 WILSON BOULEVARD NO 300 | AddressLine1Txt |
| City | ARLINGTON | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22209 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BARTON GROH | PersonNm |
| Person Title | VP, FINANCE & ADMINISTRATION | PersonTitleTxt |
| Phone | 7032990200 | PhoneNum |
| Signature | 2019-11-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | FREDERICK LONGWOOD | PreparerPersonNm |
| PTIN | P00439715 | PTIN |
| Phone | 2022932200 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 216.59.105.130 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-11-14 | IPDt |
| IP Tm | 13:03:14 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 84F855044C5423B3F87203E445CCE70BEA9C08F5 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-03-31 21:24:44Z | BuildTS |
Form 990 IRS990
Doing Business As Name DoingBusinessAsName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SHEA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | KRISTY WEINSHEL | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1300 WILSON BOULEVARD NO 300 | AddressLine1Txt |
| City | ARLINGTON | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22209 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $4,430,143 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c | Yes (X) | Organization501cInd |
| Website Address | WWW.SHEA-ONLINE.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1984 | FormationYr |
| Legal Domicile State | NJ | LegalDomicileStateCd |
| Activity Or Mission | SHEA'S VISION IS TO PROVIDE SAFE HEALTHCARE FOR ALL. | ActivityOrMissionDesc |
| Voting Members Governing Body | 11 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 11 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 150 | TotalVolunteersCnt |
| Total Gross UBI | $28,297 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $23,253 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $479,159 | PYContributionsGrantsAmt |
| CY Contributions Grants | $555,841 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $3,376,030 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $3,227,150 | CYProgramServiceRevenueAmt |
| PY Investment Income | $240,660 | PYInvestmentIncomeAmt |
| CY Investment Income | $89,297 | CYInvestmentIncomeAmt |
| PY Other Revenue | $29,689 | PYOtherRevenueAmt |
| CY Other Revenue | $16,958 | CYOtherRevenueAmt |
| PY Total Revenue | $4,125,538 | PYTotalRevenueAmt |
| CY Total Revenue | $3,889,246 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $50,000 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $265,000 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $812,670 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $904,106 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $2,319,287 | PYOtherExpensesAmt |
| CY Other Expenses | $2,235,607 | CYOtherExpensesAmt |
| PY Total Expenses | $3,181,957 | PYTotalExpensesAmt |
| CY Total Expenses | $3,404,713 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $943,581 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $484,533 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $5,353,756 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,266,447 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $1,001,404 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $655,531 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $4,352,352 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $4,610,916 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | SHEA'S MISSION IS TO PROMOTE THE PREVENTION OF HEALTHCARE-ASSOCIATED INFECTIONS AND ANTIBIOTIC RESISTANCE, AND TO ADVANCE THE FIELDS OF HEALTHCARE EPIDEMIOLOGY AND ANTIBIOTIC STEWARDSHIP. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Desc | SHEA RECEIVED A CONTRACT FROM THE CENTERS FOR DISEASE CONTROL AND PREVENTION (CDC) TO TRAIN HEALTHCARE EPIDEMIOLOGISTS TO BE LEADERS IN OUTBREAK RESPONSE MANAGEMENT. UNDER THIS CONTRACT SHEA CREATES PROGRAMS THAT DEVELOP THE SKILLS, KNOWLEDGE, AND TOOLS FOR HEALTHCARE EPIDEMIOLOGISTS TO EFFECTIVELY LEAD OUTBREAKS AT BOTH FACILITY-LEVEL OUTBREAKS AND LARGE-SCALE PUBLIC HEALTH EMERGENCIES. THE GOALS OF THIS PROGRAM ARE TO ENSURE THAT HOSPITAL EPIDEMIOLOGISTS AND INFECTION PREVENTION TEAMS ARE SEEN AS LEADERS, RESPONSIBLE FOR INFECTION PREVENTION PRACTICES THAT PROTECT AGAINST THE SPREAD OF INFECTIOUS DISEASES. ALL OF THE MATERIALS DEVELOPED BY SHEA THOUGHT-LEADERS ARE AVAILABLE FREE OF CHARGE. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | THE SHEA SPRING CONFERENCE PROVIDES ATTENDEES TRAINING AND APPLICATION OF HEALTHCARE EPIDEMIOLOGY AND INFECTION PREVENTION AND ANTIBIOTIC STEWARDSHIP ACROSS HEALTHCARE SETTINGS. THIS CONFERENCE IS DESIGNED FOR PHYSICIANS, INFECTION PREVENTIONISTS, PHARMACISTS, MICROBIOLOGISTS, INFECTIOUS DISEASE SPECIALISTS, HEALTHCARE EPIDEMIOLOGISTS AND OTHER HEALTHCARE PROFESSIONALS WHO ARE INTERESTED IN INFECTION PREVENTION PROGRAMS, PUBLIC HEALTH, PHARMACY, OCCUPATIONAL HEALTH, CLINICAL MICROBIOLOGY, QUALITY IMPROVEMENT, PATIENT SAFETY, SURVEILLANCE, RESEARCH METHODS, AND ANTIBIOTIC STEWARDSHIP. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SHEA RECEIVED AN EDUCATIONAL GRANT FROM MERCK TO FUND THE ANTIBIOTIC STEWARDSHIP RESEARCH WORKSHOP. THIS WORKSHOP IS OF INTEREST TO ANYONE INTERESTED IN HOW TO DESIGN ANTIBIOTIC STEWARDSHIP RESEARCH AND HOW TO APPLY AND ORGANIZE DATA RELATED TO ANTIBIOTIC STEWARDSHIP. THROUGH THIS WORKSHOP, SHEA SEEKS TO ENGAGE THOSE INTERESTED IN ANTIBIOTIC STEWARDSHIP RESEARCH AND SET THE RESEARCH AGENDA FOR THE NATIONAL STRATEGY IN REGARDS TO HUMAN HEALTH STEWARDSHIP. NO EMPLOYEES OF MERCK WERE INVOLVED IN PROGRAM DEVELOPMENT. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | THE SOCIETY PROVIDES VARIOUS MEMBERSHIP SERVICES IN ORDER TO PROMOTE EDUCATION, ENGAGEMENT AND EXCHANGE OF INFORMATION RELATION TO HEALTHCARE EPIDEMIOLOGY AND ANTIBIOTIC STEWARDSHIP. THIS INCLUDES A MEMBERS ONLY SECTION OF THE WEBSITE AND AN ONLINE PLATFORM FOR MEMBERS ONLY. ALL VOLUNTEERS FOR SHEA AND STAFF ARE REQUIRED TO SUBMIT A CONFLICT OF INTEREST FORM YEARLY. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Described In Section501c3 | 0 | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Subject To Proxy Tax | Yes (1) | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | 0 | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (1) | TransactionWithControlEntInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 37 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | Yes (1) | NondeductibleContributionsInd |
| Nondeductible Contri Discl | Yes (1) | NondeductibleContriDisclInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 11 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 11 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | Yes (1) | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | 0 | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BARTON GROH IDSA'S VP FINANCE & ADMIN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7032990200 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1300 WILSON BOULEVARD NO 300 | AddressLine1Txt |
| City | ARLINGTON | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22209 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (17 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| KEITH KAYE MD MPH FSHEA | ||||||||
| PRESIDENT | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| HILLARY BABCOCK MD MPH | ||||||||
| PRESIDENT ELECT | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | 1.00 | |
| DAVID K HENDERSON MD | ||||||||
| VICE PRESIDENT | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | 0.50 | |
| GRACE LEE MD MPH | ||||||||
| SECRETARY | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| ELI PERENCEVICH MD MPH FSHEA | ||||||||
| TREASURER | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | 1.00 | |
| SARA COSGROVE MD MS FSHEA | ||||||||
| PAST PRESIDENT | 2.00 | Yes (X) | $0 | $0 | $0 | 1.00 | ||
| GONZALO BEARMAN MD MPH | ||||||||
| COUNCILOR | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| AARON MILSTONE MD | ||||||||
| COUNCILOR | 0.50 | Yes (X) | $0 | $0 | $0 | 0.50 | ||
| DAN MORGAN MD MS FSHEA | ||||||||
| COUNCILOR | 0.50 | Yes (X) | $0 | $0 | $0 | 0.50 | ||
| DAVID WEBER MD MPH MHA FSHEA | ||||||||
| COUNCILOR | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| MIRIAN DAL BEN MD | ||||||||
| INTERNATIONAL COUNCILOR | 0.50 | Yes (X) | $0 | $0 | $0 | 0.50 | ||
| EVE HUMPHREYS | ||||||||
| EXECUTIVE DIRECTOR (UNTIL 11/18) | 39.00 | Yes (X) | $158,163 | $4,056 | $29,795 | 1.00 | ||
| KRISTY WEINSHEL | ||||||||
| EXECUTIVE DIRECTOR (AS OF 11/18) | 39.00 | Yes (X) | $115,853 | $2,971 | $28,225 | 1.00 | ||
| BARTON GROH | ||||||||
| VP, FINANCE & ADMINISTRATION | 4.00 | Yes (X) | $19,166 | $172,497 | $26,594 | 36.00 | ||
| TERRALYN BATSHON | ||||||||
| DIRECTOR, POLICY & PRACTICE | 40.00 | $117,540 | $0 | $13,737 | Yes (X) | |||
| DAVID MOLDAVSKY | ||||||||
| VP, DIGITAL & TECHNOLOGY STRATEGY (AS OF 06/18) | 2.00 | $3,500 | $136,524 | $21,399 | 38.00 | Yes (X) | ||
| SALANDRA FLEMING | ||||||||
| VP, TALENT & ORG DEVELOPMENT | 2.00 | $4,666 | $181,990 | $16,334 | 38.00 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $418,888 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $498,038 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $136,084 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 3 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | Yes (1) | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (4 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| MEDIQ | |||||
| 5523 RESEARCH PARK DRIVE SUITE 210 | BALTIMORE | MD | 21228 | HEALTHCARE EDUCATION PROVIDER | $374,355 |
| THE REIS GROUP | |||||
| 1300 19TH STREET NW 600 | WASHINGTON | DC | 20036 | PUBLIC RELATIONS | $136,204 |
| YOUNG TREE MARKETING LLC | |||||
| 15520 WINDWARD COURT | MONTCLAIR | VA | 22025 | MARKETING | $104,549 |
| VISION CREATIVE | |||||
| 5598 GENERAL WASHINGTON DRIVE | ALEXANDRIA | VA | 22312 | AUDIO/VISUAL CONSULTING | $103,068 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 4 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $555,841 | AllOtherContributionsAmt |
| Total Contributions | $555,841 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| JOURNALS | 900099 | $751,748 | $723,451 | $28,297 |
| IDWEEK MEETING ROYALTY | 900099 | $705,510 | $705,510 | |
| ANNUAL MEETING | 900099 | $631,427 | $631,427 | |
| OUTBREAK RESPONSE CONT | 900099 | $566,729 | $566,729 | |
| MEMBER DUES | 900099 | $482,071 | $482,071 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $89,665 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $89,665 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $3,227,150 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $69,173 | TotalRevenueColumnAmt |
| Exclusion | $69,173 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $14,731 | TotalRevenueColumnAmt |
| Exclusion | $14,731 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $561,021 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $540,897 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $20,124 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $20,124 | TotalRevenueColumnAmt |
| Exclusion | $20,124 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER REVENUE | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $2,227 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $2,227 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $2,227 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,889,246 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $3,201,080 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $28,297 | UnrelatedBusinessRevenueAmt |
| Exclusion | $104,028 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $265,000 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $357,652 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $436,706 | TotalAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $22,825 | TotalAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $34,973 | TotalAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $51,950 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | -$550 | TotalAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,254 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,521 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $271,827 | TotalAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $70,883 | TotalAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $49,922 | TotalAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $132,483 | TotalAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $46,584 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $953,558 | TotalAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,874 | TotalAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt |
|---|---|
| UBI TAX | $6,367 |
| PUBLICATIONS | $193,892 |
| ALLOCATED OVERHEAD | $176,179 |
| MEMBER DEVELOPMENT | $63,458 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $238,355 | TotalAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,404,713 | TotalAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,265,527 | BOYAmt |
| EOY | $773,651 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $686,055 | BOYAmt |
| EOY | $1,588,291 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,740 | BOYAmt |
| EOY | $0 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $355,537 | BOYAmt |
| EOY | $409,944 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,800 | BOYAmt |
| EOY | $5,855 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $82,858 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $82,858 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,992,843 | BOYAmt |
| EOY | $2,437,610 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $30,254 | BOYAmt |
| EOY | $51,096 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,353,756 | BOYAmt |
| EOY | $5,266,447 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $232,987 | BOYAmt |
| EOY | $49,896 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $509,117 | BOYAmt |
| EOY | $443,612 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $259,300 | BOYAmt |
| EOY | $162,023 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,001,404 | BOYAmt |
| EOY | $655,531 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,352,352 | BOYAmt |
| EOY | $4,610,916 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,352,352 | BOYAmt |
| EOY | $4,610,916 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,353,756 | BOYAmt |
| EOY | $5,266,447 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $484,533 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$225,969 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantially All Dues Nonded | 0 | SubstantiallyAllDuesNondedInd |
| Only In House Lobbying | Yes (1) | OnlyInHouseLobbyingInd |
| Agree Carryover Prior Year | 0 | AgreeCarryoverPriorYearInd |
Schedule D IRS990ScheduleD
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $82,858 | OtherCostOrOtherBasisAmt |
| Depreciation | $82,858 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $0 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DUE TO IDSA | Desc |
| Amt | $162,023 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $162,023 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $3,652,756 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$225,969 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | -$225,969 | RevenueNotReportedAmt |
| Revenue Subtotal | $3,878,725 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $10,521 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $10,521 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $3,889,246 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $3,394,192 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $3,394,192 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $10,521 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $10,521 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $3,404,713 | TotalExpensesPerForm990Amt |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp (7 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|---|
| EAST ASIA AND THE PACIFIC | 0 | 0 | PROGRAM SERVICE ACTIVITIES | MEETING TRAVEL EXPENSE | $2,957 |
| EUROPE (INCLUDING ICELAND & GREENLAND) | 0 | 0 | PROGRAM SERVICE ACTIVITIES | JOURNAL PUBLISHING | $26,580 |
| EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM | 0 | 0 | PROGRAM SERVICE ACTIVITIES | WEBHOSTING/STREAMING | $3,150 |
| EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM | 0 | 0 | PROGRAM SERVICE ACTIVITIES | RESEARCH | $5,000 |
| NORTH AMERICA | 0 | 0 | PROGRAM SERVICE ACTIVITIES | CONSULTING - GUIDELINES | $13,243 |
| NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES | 0 | 0 | PROGRAM SERVICE ACTIVITIES | ASSOCIATION SOFTWARE HOSTING | $3,600 |
| SOUTH AMERICA | 0 | 0 | PROGRAM SERVICE ACTIVITIES | MEETING TRAVEL EXPENSE | $2,006 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $56,536 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $56,536 | TotalSpentAmt |
| Transfer To Foreign Corp | 0 | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | 0 | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SHEA EDUCATION & RESEARCH FOUNDATION | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1300 WILSON BLVD STE 300 | AddressLine1Txt |
| City | ARLINGTON | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22209 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient EIN | 300652791 | RecipientEIN |
| IRC Section | 501(C)(3) | IRCSectionDesc |
| Cash Grant | $265,000 | CashGrantAmt |
| Purpose Of Grant | PROGRAM SUPPORT | PurposeOfGrantTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 1 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | DURING THE YEARS IN WHICH SHEA PROVIDES AN OPERATIONAL GRANT TO ITS RELATED ORGANIZATION, GRANTS ARE MADE IN FURTHERANCE OF SHEA FOUNDATION'S CHARITABLE PURPOSES. THROUGH ITS RELATIONSHIP WITH ITS FOUNDATION, SHEA MONITORS THE USE OF THE GRANT FUNDS. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (6 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| EVE HUMPHREYS | ||||||||||||||
| EXECUTIVE DIRECTOR (UNTIL 11/18) | $143,194 | $3,672 | $7,313 | $188 | $7,656 | $196 | $8,858 | $227 | $22,733 | $583 | $189,754 | $4,866 | $0 | $0 |
| KRISTY WEINSHEL | ||||||||||||||
| EXECUTIVE DIRECTOR (AS OF 11/18) | $109,770 | $2,815 | $0 | $0 | $6,083 | $156 | $6,694 | $172 | $23,372 | $599 | $145,919 | $3,742 | $0 | $0 |
| BARTON GROH | ||||||||||||||
| VP, FINANCE & ADMINISTRATION | $18,400 | $165,603 | $0 | $0 | $766 | $6,894 | $1,079 | $9,709 | $1,733 | $15,597 | $21,978 | $197,803 | $0 | $0 |
| TERRALYN BATSHON | ||||||||||||||
| DIRECTOR, POLICY & PRACTICE | $112,420 | $0 | $0 | $0 | $5,120 | $0 | $6,733 | $0 | $9,335 | $0 | $133,608 | $0 | $0 | $0 |
| DAVID MOLDAVSKY | ||||||||||||||
| VP, DIGITAL & TECHNOLOGY STRATEGY (A | $2,998 | $116,939 | $375 | $14,625 | $127 | $4,960 | $127 | $4,938 | $452 | $17,623 | $4,079 | $159,085 | $0 | $0 |
| SALANDRA FLEMING | ||||||||||||||
| VP, TALENT & ORG DEVELOPMENT | $4,653 | $181,467 | $0 | $0 | $13 | $523 | $241 | $9,390 | $239 | $9,320 | $5,146 | $200,700 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE J, PART I, LINE 3: | THE EXECUTIVE DIRECTOR IS ACTUALLY AN EMPLOYEE OF THE INFECTIOUS DISEASES SOCIETY OF AMERICA (IDSA), AN UNRELATED ORGANIZATION TO SHEA IN REGARDS TO THE 990 DEFINITION OF UNRELATED ORGANIZATIONS. SHEA'S BOARD USES THE FOLLOWING METHODS TO ESTABLISH THE COMPENSATION OF SHEA'S EXECUTIVE DIRECTOR: COMPENSATION STUDY OR SURVEY, APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE AND WRITTEN EMPLOYMENT CONTRACT. |
| FORM 990, PART VII, SECTION A, LINE 5: | ALL EMPLOYEES OF SHEA, INCLUDING THE EXECUTIVE DIRECTOR, ARE ACTUALLY EMPLOYEES OF THE INFECTIOUS DISEASES SOCIETY OF AMERICA (IDSA), AN UNRELATED ORGANIZATION TO SHEA IN REGARDS TO THE 990 DEFINITION OF UNRELATED ORGANIZATIONS. IDSA HANDLES ALL PAYROLL, REPORTING, AND WITHHOLDING DUTIES WITH REGARDS TO THESE EMPLOYEES CONTRACTED OUT TO SHEA, AND SHEA REIMBURSES IDSA FOR THE EMPLOYEES' SALARIES AND BENEFITS AT COST. SHEA ALSO PAYS IDSA FOR AN ALLOCATION OF ACTUAL OVERHEAD CHARGES FOR THEIR OFFICES, WHICH ARE SHARED BETWEEN IDSA, SHEA AND ANOTHER RELATED PARTY. IDSA AND SHEA HAVE COMMON PURPOSES IN THE FIELD OF INFECTIOUS DISEASE CONTROL AND PREVENTION. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (9 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 3 | SHEA HAS CONTRACTED WITH THE INFECTIOUS DISEASES SOCIETY OF AMERICA (IDSA), A 501(C)(6) ORGANIZATION, FOR THE PROVISION OF MANAGEMENT SERVICES. SHEA AND IDSA'S EXEMPT PURPOSES ARE CONGRUENT: IDSA'S PURPOSE IS TO IMPROVE THE HEALTH OF INDIVIDUALS, COMMUNITIES, AND SOCIETY BY PROMOTING EXCELLENCE IN PATIENT CARE, EDUCATION, RESEARCH, PUBLIC HEALTH, AND FACILITATE PREVENTION OF INFECTIOUS DISEASES, WHILE SHEA'S PURPOSE IS TO ADVANCE THE APPLICATION OF THE SCIENCE OF HEALTHCARE EPIDEMIOLOGY, AND TO PREVENT AND CONTROL INFECTIONS IN HEALTHCARE SETTINGS. |
| FORM 990, PART VI, SECTION A, LINE 6 | THERE ARE FIVE (5) CLASSES OF MEMBERSHIP: MEMBERS, MEMBERS-IN-TRAINING, ASSOCIATE MEMBERS,EMERITUS MEMBERS, AND CORPORATE MEMBERS. THERE IS NO LIMIT ON THE NUMBER OF MEMBERS IN ANY CATEGORY. MEMBERS-IN-TRAINING, ASSOCIATE MEMBERS, EMERITUS MEMBERS, AND CORPORATE MEMBERS SHALL HAVE NO RIGHT TO VOTE ON ANY MATTER, EXCEPT SUCH MATTERS WHICH PURSUANT TO LAW, REQUIRE THE VOTE OF ALL CLASSES OF MEMBERS. MEMBERS-IN-TRAINING, ASSOCIATE MEMBERS, EMERITUS MEMBERS, AND CORPORATE MEMBERS MAY NOT SERVE ON THE SHEA BOARD OF TRUSTEES. |
| FORM 990, PART VI, SECTION A, LINE 7A | THE PRESIDENT, WITH THE ADVICE AND CONSENT OF THE BOARD OF TRUSTEES, SELECTS AND APPOINTS A NOMINATING COMMITTEE OF NOT LESS THAN FIVE PERSONS TO NOMINATE A SLATE OF OFFICERS AND TRUSTEES FOR POTENTIAL ELECTION AT THE NEXT ANNUAL MEETING. THE NOMINATING COMMITTEE IS COMPOSED OF ONE OF THE TRUSTEES AND AT LEAST FOUR MEMBERS OF THE CORPORATION WHO ARE NEITHER OFFICERS NOR MEMBERS OF THE BOARD OF TRUSTEES. MEMBERS WHO WISH TO SUGGEST CANDIDATES FOR NOMINATION MAY DO SO BY SUBMITTING THE NAME OF THE CANDIDATE(S) IN WRITING TO THE CHAIRPERSON OF THE NOMINATING COMMITTEE NOT LATER THAN ONE HUNDRED TWENTY DAYS BEFORE THE ANNUAL MEETING OF THE MEMBERS OF THE CORPORATION. THE NOMINATING COMMITTEE SHALL THEN SELECT ONE OR MORE NOMINEES FOR EACH OFFICE OR TRUSTEESHIP TO BE FILLED IN THE NEXT ELECTION. THE SLATE OF NOMINEES SHALL BE SUBMITTED TO THE SECRETARY OF THE CORPORATION AT LEAST NINETY DAYS PRIOR TO THE ANNUAL MEETING OF THE MEMBERS OF THE CORPORATION. THE SECRETARY SHALL TRANSMIT THE SLATE OF NOMINEES PREPARED BY THE NOMINATING COMMITTEE TO EACH MEMBER ELIGIBLE TO VOTE NOT LATER THAN SIXTY DAYS BEFORE THE ANNUAL MEETING OF MEMBERS. ALL OFFICERS AND TRUSTEES OF THE CORPORATION WILL BE ELECTED BY THE MEMBERS ELIGIBLE TO VOTE. EACH MEMBER OF THE CORPORATION, WITH THE EXCEPTION OF THOSE MEMBERS WHO ARE IN DEFAULT, SHALL BE ENTITLED TO ONE VOTE FOR EACH OFFICER OR TRUSTEE TO BE ELECTED. ANY VACANCY OCCURRING AMONG THE MEMBERS OF THE BOARD, HOWEVER CAUSED, SHALL BE FILLED BY THE AFFIRMATIVE VOTE OF A MAJORITY OF THE ACTIVE MEMBERS AT THE NEXT ANNUAL OR SPECIAL MEETING OF THE ACTIVE MEMBERS. |
| FORM 990, PART VI, SECTION A, LINE 7B | THE POWER TO MAKE, ALTER, AMEND, AND REPEAL ANY BYLAWS IS RESERVED TO THE MEMBERS. THESE BYLAWS, WHICH ARE HEREBY ADOPTED BY THE MEMBERS, MAY BE ALTERED, AMENDED OR REPEALED AT ANY ANNUAL MEETING OF THE MEMBERS OF THE CORPORATION AT WHICH A QUORUM EXISTS ACCORDING TO ARTICLE XIII, BUT ONLY UPON THE AFFIRMATIVE VOTE OF TWO-THIRDS OF THE MEMBERS ELIGIBLE TO VOTE, REPRESENTED AT SUCH MEETING IN PERSON OR BY PROXY. PROPOSED AMENDMENTS SHALL BE SUBMITTED TO THE MEMBERS IN WRITING AT LEAST SIXTY (60) DAYS IN ADVANCE OF THE MEETING AT WHICH THEY ARE TO BE ACTED UPON. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE FORM 990 IS REVIEWED BY THE EXECUTIVE DIRECTOR AND IDSA'S VP OF FINANCE BEFORE IT IS FILED. A COPY OF THE FORM 990 IS THEN PROVIDED TO EACH MEMBER OF THE BOARD OF TRUSTEES. |
| FORM 990, PART VI, SECTION B, LINE 12C | CONFLICT OF INTEREST DISCLOSURES ARE REQUIRED FROM ALL EMPLOYEES, OFFICERS, AND VOLUNTEERS ACTING AS PART OF GOVERNING COMMITTEES OF SHEA ON AN ANNUAL BASIS. FAILURE TO SUBMIT THE REQUIRED DISCLOSURE AFTER REASONABLE REMINDERS RESULTS IN TERMINATION OF THAT INDIVIDUAL FROM HIS OR HER POSITION ON THE BOARD OR COMMITTEE. PLANNERS AND FACULTY OF ALL EDUCATIONAL PROGRAMS ARE REQUIRED TO COMPLY WITH THIS POLICY, IN ACCORDANCE WITH ACCME REQUIREMENTS. FAILURE TO DISCLOSE RESULTS IN REMOVAL FROM PARTICIPATION IN THE TRAINING OR EDUCATIONAL SESSION. MONITORING AND ENFORCEMENT OF THIS POLICY OCCURS BETWEEN THE EXECUTIVE DIRECTOR AND THE COI COMMITTEE. WITHIN THE EDUCATIONAL PROGRAMMING AREA, THE DIRECTOR OF EDUCATION AND THE PROGRAM CHAIRS REVIEW AND MEDIATES ANY CONFLICTS. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE EXECUTIVE DIRECTOR OF SHEA IS ACTUALLY EMPLOYED BY IDSA AND CONTRACTED OUT TO SHEA AT ACTUAL COSTS; THUS, IDSA'S COMPENSATION PROCESS IS USED IN REGARDS TO ESTABLISHING THE COMPENSATION OF SHEA'S EXECUTIVE DIRECTOR. HERE IS THE PROCESS: ALL NEW EMPLOYEES WILL RECEIVE AN INITIAL PERFORMANCE REVIEW WITHIN THREE TO SIX MONTHS OF THE DATE OF HIRE. THE DATE OF THE INITIAL PERFORMANCE REVIEW WILL BE DETERMINED AT THE THREE MONTH ANNIVERSARY DATE, EVEN IF THE ACTUAL REVIEW OCCURS LATER IN THE THREE TO SIX MONTH PERIOD. AFTER THAT, EMPLOYEE PERFORMANCE WILL BE REVIEWED AT LEAST ONCE A YEAR ON OR ABOUT A FIXED REVIEW DATE. PERFORMANCE EVALUATION IS BASED ON QUALITY/QUANTITY OF WORK, TECHNICAL COMPETENCE, RESPONSIBILITY AND JUDGMENT, INITIATIVE AND ADAPTABILITY, DEPENDABILITY, COOPERATION, ATTENDANCE, PUNCTUALITY, ATTITUDE, AND QUALITY OF PERFORMANCE. ALL OF THESE ARE PRINCIPAL FACTORS IN CONSIDERING SALARY AND ANY COMPENSATION ADJUSTMENTS. COMPENSATION SURVEYS AND BOARD APPROVAL ARE UTILIZED FOR THE EXECUTIVE DIRECTOR'S COMPENSATION; MANAGEMENT APPROVES THE COMPENSATION OF OTHER EMPLOYEES. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND AUDITED FINANCIAL STATEMENTS ARE NOT GENERALLY MADE AVAILABLE TO THE GENERAL PUBLIC, BUT IF REQUESTS FOR COPIES OF THESE DOCUMENTS WERE RECEIVED, THE SOCIETY WOULD CONSIDER MAKING THEM AVAILABLE TO THE REQUESTOR. |
| FORM 990, PART XII, LINE 2C: | THE AUDIT OVERSIGHT PROCESS HAS REMAINED UNCHANGED FROM THE PRIOR YEAR. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SHEA EDUCATION & RESEARCH FOUNDATION | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1300 WILSON BLVD STE 300 | AddressLine1Txt |
| City | ARLINGTON | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22209 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 300652791 | EIN |
| Primary Activities | SUPPORT MISSION OF SHEA | PrimaryActivitiesTxt |
| Legal Domicile State | VA | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(3) | ExemptCodeSectionTxt |
| Public Charity Status | LINE 12A, I | PublicCharityStatusTxt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SHEA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Organization | Yes (1) | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (1) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp
Other Organization Name OtherOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SHEA EDUCATION & RESEARCH FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | B | TransactionTypeTxt |
| Involved | $265,000 | InvolvedAmt |
| Method Of Amount Determination | FMV | MethodOfAmountDeterminationTxt |
Comments