SOCIETY FOR HEALTHCARE EPIDEMIOLOGY OF AMERICA INC: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- SOCIETY FOR HEALTHCARE EPIDEMIOLOGY OF AMERICA INC (EIN 58-1410314)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-11-06
- IRS object ID
- 201233119349300993
- Schema version
- 2011v1.2
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-11-06T12:19:47-06:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 521855942 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TATE AND TRYON | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2021 L STREET NW SUITE 400 | AddressLine1 |
| City | WASHINGTON | City |
| State | DC | State |
| ZIP Code | 20036 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 581410314 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SOCIETY FOR HEALTHCARE EPIDEMIOLOGY | BusinessNameLine1 |
| Business Name Line2 | OF AMERICA INC | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | SOCI | NameControl |
| Phone | 7032990200 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1300 WILSON BOULEVARD NO 300 | AddressLine1 |
| City | ARLINGTON | City |
| State | VA | State |
| ZIP Code | 22209 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | MELANIE T YOUNG | Name |
| Title | INTERIM EXECUTIVE DIRECTOR | Title |
| Phone | 7032990200 | Phone |
| Date Signed | 2012-10-31 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | FREDERICK LONGWOOD | Name |
| PTIN | P00439715 | PTIN |
| Phone | 2022932200 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
Doing Business As DoingBusinessAs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SHEA | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | MELANIE T YOUNG | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1300 WILSON BOULEVARD NO 300 | AddressLine1 |
| City | ARLINGTON | City |
| State | VA | State |
| ZIP Code | 22209 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 2408690 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c | X | Organization501c |
| Web Site | WWW.SHEA-ONLINE.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1984 | YearFormation |
| State Legal Domicile | NJ | StateLegalDomicile |
| Activity Or Mission Description | TO FOSTER THE DEVELOPMENT AND APPLICATION OF THE SCIENCE OF HOSPITAL EPIDEMIOLOGY. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 11 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 11 | NbrIndependentVotingMembers |
| Total Nbr Employees | 0 | TotalNbrEmployees |
| Total Nbr Volunteers | 130 | TotalNbrVolunteers |
| Total Gross UBI | 110715 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 55239 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 180700 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 772397 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 3138240 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 1555010 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 34620 | InvestmentIncomePriorYear |
| Investment Income Current Year | -34490 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 9775 | OtherRevenuePriorYear |
| Other Revenue Current Year | 40474 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 3363335 | TotalRevenuePriorYear |
| Total Revenue Current Year | 2333391 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 98021 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 449919 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 648785 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 668391 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 2559211 | OtherExpensePriorYear |
| Other Expenses Current Year | 2053165 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 3306017 | TotalExpensesPriorYear |
| Total Expenses Current Year | 3171475 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 57318 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -838084 | RevenuesLessExpensesCY |
| Total Assets BOY | 3287844 | TotalAssetsBOY |
| Total Assets EOY | 2250755 | TotalAssetsEOY |
| Total Liabilities BOY | 788666 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 589661 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 2499178 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 1661094 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | TO ADVANCE THE APPLICATION OF THE SCIENCE OF HEALTHCARE EPIDEMIOLOGY THROUGH RESEARCH AND EDUCATION, AND TO PREVENT AND CONTROL INFECTIONS IN HEALTHCARE SETTINGS. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Description | THE ANNUAL SCIENTIFIC MEETING OF SHEA IS A FORUM FOR HEALTHCARE PROFESSIONALS INVOLVED IN PREVENTION OF HEALTHCARE-ASSOCIATED INFECTIONS TO SHARE CURRENT RESEARCH, EVIDENCE, AND CUTTING-EDGE ADVANCES IN HEALTHCARE EPIDEMIOLOGY AND INFECTION PREVENTION BY PROVIDING DEPTH OF UNDERSTANDING, APPLICATION OF EVIDENCE, AND OPPORTUNITY FOR NEW INSIGHT IN THE SCIENCE OF INFECTION PREVENTION. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | THE CDC TRAINING COURSES PROVIDE PERSONS INTERESTED IN TRAINING AND APPLICATION OF EPIDEMIOLOGIC PRINCIPLES THE OPPORTUNITY TO INCREASE THEIR SCIENTIFIC KNOWLEDGE AND UNDERSTANDING IN THE FIELD OF EPIDEMIOLOGY. IN ADDITION, THE FIFTH DECENNIAL INTERNATIONAL CONFERENCE ON HEALTHCARE-ASSOCIATED INFECTIONS WAS HELD IN MARCH 2010 TO SET THE AGENDA FOR HEALTHCARE-ASSOCIATED INFECTION PREVENTION FOR THE NEXT DECADE. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | THE SOCIETY CONDUCTS VARIOUS POLICY AND STRATEGIC INITIATIVES FOR THE BENEFIT OF THE HEALTHCARE EPIDEMIOLOGY INDUSTRY AND THE GENERAL PUBLIC. EXAMPLES INCLUDE DISSEMINATING EVIDENCE-BASED CLINICAL GUIDELINES ON HEALTHCARE-ASSOCIATED INFECTIONS, CREATING AN ONLINE MEDIA INFORMATION CENTER, HOLDING EDUCATIONAL WEBCASTS FOR HOSPITALS AND OTHER HEALTHCARE SETTINGS, AND BUILDING AND MAINTAINING A RESEARCH NETWORK OF INSTITUTIONS CAPABLE OF COLLABORATING ON ORIGINAL MULTI-CENTER RESEARCH ON DEFINED AND PEER-REVIEWED PROPOSALS, AS WELL AS PARTICIPATING AS A RESOURCE ON EXTERNAL GRANT-FUNDED RESEARCH COLLABORATIVES. | Description |
Activity Other ActivityOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | THE SOCIETY PROVIDES VARIOUS MEMBERSHIP SERVICES IN ORDER TO PROMOTE EDUCATION AND EXCHANGE OF INFORMATION IN THE FIELD OF EPIDEMIOLOGY, SUCH AS A MEMBERS-ONLY SECTION OF THE WEBSITE. THE SOCIETY ALSO PROVIDES PECUNIARY AWARDS FOR EDUCATIONAL PURPOSES AND MAINTAINS ITS STATUS AS A REGISTERED PROVIDER OF CONTINUING MEDICAL EDUCATION (CME) CREDITS.INFECTION CONTROL AND HOSPITAL EPIDEMIOLOGY IS A MONTHLY JOURNAL PROVIDING ORIGINAL, PEER-REVIEWED SCIENTIFIC ARTICLES FOR PROFESSIONALS INVOLVED WITH INFECTION PREVENTION AND CONTROL OR EPIDEMIOLOGY PROGRAMS IN HOSPITALS OR HEALTHCARE FACILITIES. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Described In501 C3 | 0 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Subject To Proxy Tax | 1 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 0 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 0 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 0 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 1 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 1 | GrantsToOrganizations |
| Grants To Individuals | 1 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 1 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 31 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 0 | NumberOfEmployees |
| Unrelated Business Income | 1 | UnrelatedBusinessIncome |
| Form990-T Filed | 1 | Form990-TFiled |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 11 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 11 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 1 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 1 | MembersOrStockholders |
| Election Of Board Members | 1 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 1 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 0 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DONNA WILDS IDSA | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 7036841006 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1300 WILSON BOULEVARD NO 300 | AddressLine1 |
| City | ARLINGTON | City |
| State | VA | State |
| ZIP Code | 22209 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (13 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation |
|---|---|---|---|---|---|---|
| STEVEN M GORDON MD | ||||||
| PRESIDENT | 2.00 | X | X | 0 | 0 | 0 |
| JAN E PATTERSON MD | ||||||
| PRESIDENT-ELECT | 2.00 | X | X | 0 | 0 | 0 |
| JOHN JERNIGAN MD | ||||||
| VICE PRESIDENT | 2.00 | X | X | 0 | 0 | 0 |
| SARA M COSGROVE MD | ||||||
| SECRETARY | 2.00 | X | X | 0 | 0 | 0 |
| LOUISE M DEMBRY MD MS MBA | ||||||
| TREASURER | 1.00 | X | X | 0 | 0 | 0 |
| NEIL O FISHMAN MD | ||||||
| PAST-PRESIDENT | 2.00 | X | 0 | 0 | 0 | |
| ANTHONY HARRIS MD MPH | ||||||
| COUNCILOR | 1.00 | X | 0 | 0 | 0 | |
| SUSAN S HUANG MD MPH | ||||||
| COUNCILOR | 1.00 | X | 0 | 0 | 0 | |
| LISA MARAGAKIS | ||||||
| COUNCILOR | 1.00 | X | 0 | 0 | 0 | |
| KEITH KAYE MD MPH | ||||||
| COUNCILOR | 1.00 | X | 0 | 0 | 0 | |
| STEPHAN HARBARTH MD MS | ||||||
| INTERNATIONAL COUNCILOR | 1.00 | X | 0 | 0 | 0 | |
| JENNIFER L BRIGHT MPA | ||||||
| EXECUTIVE DIRECTOR | 39.00 | X | 145165 | 3722 | 14717 | |
| DONNA WILDS | ||||||
| VP, ADMIN & FINANCE | 4.00 | X | 13060 | 117544 | 15811 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 158225 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 121266 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 30528 | TotalOtherCompensation |
| Number Individuals GT100 K | 1 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 1 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| HILTON ANATOLE DALLAS | |||||
| 2201 N STEMMONS FREEWAY | DALLAS | TX | 75207 | HOTEL SERVICES | 362043 |
| MEDSCAPE LLC | |||||
| 12186 COLLECTIONS CENTER DR | CHICAGO | IL | 60693 | PROGRAM HOSTING | 261000 |
| APIC | |||||
| 1275 K ST NW STE 100 | WASHINGTON | DC | 20005 | DECENNIAL MEETING | 164060 |
| FREEMAN AUDIO VISUAL SOLUTIONS INC | |||||
| PO BOX 650519 | DALLAS | TX | 752650519 | A/V SERVICES | 162793 |
| GYMR | |||||
| 1825 CONNECTICUT AVE NW STE 300 | WASHINGTON | DC | 20009 | PUBLIC RELATIONS | 130086 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 5 | NumberOfContractorsGT100K |
| Government Grants | 129645 | GovernmentGrants |
| All Other Contributions | 642752 | AllOtherContributions |
| Total Contributions | 772397 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (5 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome | Unrelated Business RevenueUnrelatedBusinessRevenue |
|---|---|---|---|---|
| ANNUAL MEETING | 900099 | 848779 | 848779 | |
| MEMBER DUES | 900099 | 320133 | 320133 | |
| JOURNAL ROYALTIES | 900099 | 236421 | 125706 | 110715 |
| CDC TRAINING COURSES | 900099 | 76335 | 76335 | |
| WEBINAR PROGRAM | 900099 | 47739 | 47739 |
Total Oth Program Service Revenue TotalOthProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 25603 | TotalRevenueColumn |
| Related Or Exempt Function Income | 25603 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 1555010 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 40809 | TotalRevenueColumn |
| Exclusion | $40,809 | ExclusionAmount |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 18326 | TotalRevenueColumn |
| Exclusion | $18,326 | ExclusionAmount |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 75299 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -75299 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -75299 | TotalRevenueColumn |
| Exclusion | -$75,299 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | OTHER REVENUE | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 22148 | TotalRevenueColumn |
| Related Or Exempt Function Income | 22148 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 22148 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 2333391 | TotalRevenueColumn |
| Related Or Exempt Function Income | 1466443 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 110715 | UnrelatedBusinessRevenue |
| Exclusion | -$16,164 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 328496 | Total |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 121423 | Total |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 160749 | Total |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 365477 | Total |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 182 | Total |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 73004 | Total |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 68979 | Total |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 108000 | Total |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 30941 | Total |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 16505 | Total |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 13802 | Total |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 12378 | Total |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 150563 | Total |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 59927 | Total |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 104328 | Total |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 57980 | Total |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 72348 | Total |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1114210 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 26591 | Total |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3783 | Total |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal |
|---|---|
| MEMBER DEVELOPMENT | 115731 |
| TEMPORARY HELP | 35393 |
| COMMITTEE EXPENSES | 31398 |
| ABSTRACT/SURVEY PROCESS | 26750 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 72537 | Total |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3171475 | Total |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1682516 | BOY |
| EOY | 1046955 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 62007 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 10719 | BOY |
| EOY | 5215 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 13800 | BOY |
| EOY | 17280 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 82858 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 36643 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 62206 | BOY |
| EOY | 46215 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1518603 | BOY |
| EOY | 1073083 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3287844 | BOY |
| EOY | 2250755 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 464381 | BOY |
| EOY | 268466 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 324285 | BOY |
| EOY | 321195 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 788666 | BOY |
| EOY | 589661 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2372870 | BOY |
| EOY | 1660094 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 126308 | BOY |
| EOY | 1000 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2499178 | BOY |
| EOY | 1661094 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3287844 | BOY |
| EOY | 2250755 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | -838084 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 0 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantially All Dues Nondeduct | 0 | SubstantiallyAllDuesNondeduct |
| Only In House Lobbying | 0 | OnlyInHouseLobbying |
| Agree To Carryover Prior Year | 0 | AgreeToCarryoverPriorYear |
| Dues Assessments | 320133 | DuesAssessments |
| Non Ded Lobby Political Current | 13802 | NonDedLobbyPoliticalCurrent |
| Non Ded Lobby Political Total | 13802 | NonDedLobbyPoliticalTotal |
| Aggr Amt Reported In Dues Notices | 32013 | AggrAmtReportedInDuesNotices |
| Taxable | -$18,211 | TaxableAmount |
Schedule D IRS990ScheduleD
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 82858 | OtherCostOrOtherBasis |
| Depreciation | 36643 | Depreciation |
| Book Value | 46215 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 46215 | TotalOfBookValueLandBuildings |
| Total Revenue | 2333391 | TotalRevenue |
| Total Expenses | 3171475 | TotalExpenses |
| Excess Or Deficit For Year | -838084 | ExcessOrDeficitForYear |
| Excess Or Deficit Per FS | -838084 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 2333391 | TotRevenueEtcAuditedFinclStmt |
| Revenue Not Rptd F990 | 0 | RevenueNotRptdF990 |
| Revenue Subtotal | 2333391 | RevenueSubtotal |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 2333391 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 3171475 | TotExpensesEtcAuditedFinclStmt |
| Expenses Not Rptd F990 | 0 | ExpensesNotRptdF990 |
| Expenses Subtotal | 3171475 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 3171475 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | Identifier |
| Return Reference | PART X: | ReturnReference |
| Explanation | THE ORGANIZATION BELIEVES THAT IT HAS APPROPRIATE SUPPORT FOR ANY TAX POSITIONS TAKEN, AND THEREFORE, DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS THAT ARE MATERIAL TO THE FINANCIAL STATEMENTS. THE ORGANIZATION'S INCOME TAX RETURNS ARE GENERALLY SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE AND OTHER STATE AND LOCAL TAXING AUTHORITIES FOR THREE YEARS AFTER THEY ARE FILED. | Explanation |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Recipient Table RecipientTable
Recipient Name Business RecipientNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SOCIETY FOR HEALTHCARE EPIDEMIOLOGY OF AMERICA EDUCATION & RESEARCH FOUNDAT | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1300 WILSON BOULEVARD 300 | AddressLine1 |
| City | ARLINGTON | City |
| State | VA | State |
| ZIP Code | 22209 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN Of Recipient | 300652791 | EINOfRecipient |
| IRC Section | 501(C)(3) | IRCSection |
| Amount Of Cash Grant | 328496 | AmountOfCashGrant |
| Method Of Valuation | BOOK | MethodOfValuation |
| Purpose Of Grant | PROGRAM SUPPORT | PurposeOfGrant |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 1 | TotalNbrOf501C3AndGovtGrants |
| Total Nbr Of Other Organizations | 0 | TotalNbrOfOtherOrganizations |
Form990 Schedule I Part III Form990ScheduleIPartIII (2 entries)
| Type Of GrantTypeOfGrant | Number Of RecipientsNumberOfRecipients | Amount Of Cash GrantAmountOfCashGrant |
|---|---|---|
| INTERNATIONAL AMBASSADOR PROGRAM AWARDS | 10 | 97447 |
| MENTOR FUND AWARDS | 29 | 23976 |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PROCEDURE FOR MONITORING GRANTS IN THE U.S.: | Identifier |
| Return Reference | PART I, LINE 2: | ReturnReference |
| Explanation | SCHEDULE I, PART I, LINE 2: INTERNATIONAL AMBASSADOR PROGRAM: APPROXIMATELY TEN GRANTEES ARE CHOSEN EACH YEAR THROUGH AN APPLICATION AND REVIEW PROCESS. AWARDEES ARE ENTITLED TO TRAVEL COSTS ASSOCIATED WITH PARTICIPATION IN TWO LIVE MEETINGS - THE SHEA ANNUAL MEETING AND THE SHEA/CDC TRAINING COURSE IN HEALTHCARE EPIDEMIOLOGY. ALL FUNDS ARE DIRECTLY PAID FOR TRAVEL COSTS AND SUCH FUNDS ARE NOT DIRECTLY TRANSFERRED TO GRANTEES. SMALL STIPENDS OF $300 FOR INCIDENTAL EXPENSES ASSOCIATED WITH PARTICIPATION ARE THE ONLY DIRECT ALLOCATION OF FUNDS TO THE GRANTEES. SHEA MENTOR FUND PROGRAM: THE SHEA MENTOR FUND PROGRAM IS INTENDED TO RECOGNIZE AND SUPPORT THE WORK OF TRAINEES WHO ARE THE PRESENTING AUTHOR ON AN ABSTRACT SUBMITTED FOR CONSIDERATION FOR PRESENTATION AT THE SHEA ANNUAL MEETING. THE AWARD (UP TO $1100) IS INTENDED TO HELP DEFRAY REGISTRATION, TRAVEL, AND LODGING COSTS ASSOCIATED WITH ATTENDANCE AT THE ANNUAL SCIENTIFIC MEETING. ELIGIBILITY: 1. NOMINEES MUST CURRENTLY BE ENROLLED IN A FULL-TIME TRAINING PROGRAM. 2. NOMINEES MUST SUBMIT AN ABSTRACT FOR CONSIDERATION AT THE ANNUAL SCIENTIFIC MEETING AND THE ABSTRACT MUST BE ACCEPTED FOR PRESENTATION. 3. PREFERENCE WILL BE GIVEN TO APPLICANTS IN THEIR FINAL YEAR OF TRAINING. NOMINATION PROCEDURE: 1. EACH NOMINEE'S FACULTY ADVISOR MUST SUBMIT A LETTER OF NOMINATION SUMMARIZING THE NOMINEE'S QUALIFICATIONS. 2. EACH NOMINEE MUST SUBMIT A STATEMENT OF CAREER GOALS. 3. EACH NOMINEE MUST SUBMIT A HARD COPY OF HIS OR HER ELECTRONICALLY SUBMITTED ABSTRACT. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
Form990 Schedule J Part II Form990ScheduleJPartII (2 entries)
| Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| JENNIFER L BRIGHT MPA | |||||||||||||
| 144931 | 3716 | 0 | 0 | 234 | 6 | 8304 | 213 | 8289 | 213 | 161758 | 4148 | 0 | 0 |
| DONNA WILDS | |||||||||||||
| 13005 | 117047 | 0 | 0 | 55 | 497 | 735 | 6616 | 1066 | 9596 | 14861 | 133756 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | SUPPLEMENTAL INFORMATION | Identifier |
| Return Reference | PART III | ReturnReference |
| Explanation | FORM 990, PART VII, SECTION A, LINE 5: ALL EMPLOYEES OF SHEA, INCLUDING THE EXECUTIVE DIRECTOR, ARE ACTUALLY EMPLOYEES OF INFECTIOUS DISEASES SOCIETY OF AMERICA (IDSA), AN UNRELATED ORGANIZATION TO SHEA IN REGARDS TO THE 990 DEFINITION OF RELATED 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 IN ADDITION TO A CONTRACTED MANAGEMENT FEE. IDSA AND SHEA HAVE COMMON PURPOSES IN THE FIELD OF INFECTIOUS DISEASE CONTROL AND PREVENTION. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (9 entries)
| Return ReferenceReturnReference | ExplanationExplanation |
|---|---|
| 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 ACTIVE MEMBERS-AT-LARGE. ANY ACTIVE 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 (120) DAYS BEFORE THE ANNUAL MEETING OF THE ACTIVE MEMBERS. THE SECRETARY MAILS A COPY OF THE NOMINATING COMMITTEE'S FINAL SLATE OF NOMINEES TO EACH ACTIVE MEMBER NOT LATER THAN SIXTY (60) DAYS BEFORE THE ANNUAL MEETING OF THE ACTIVE MEMBERS. AT THE ANNUAL MEETING OF THE ACTIVE MEMBERS, THE NECESSARY NUMBER OF OFFICERS AND TRUSTEES ARE ELECTED FROM THE SLATE OF NOMINEES BY THE ACTIVE MEMBERS. EACH ACTIVE MEMBER IS ENTITLED TO ONE VOTE FOR EACH OFFICER OR TRUSTEE POSITION TO BE ELECTED. ANY VACANCY OCCURRING AMONG THE MEMBERS OF THE BOARD, HOWEVER CAUSED, WOULD BE FILLED BY AN AFFIRMATIVE VOTE OF A MAJORITY OF THE ACTIVE MEMBERS AT THE NEXT ANNUAL MEETING OR VIA A SPECIAL MEETING, IF NECESSARY. |
| 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 11 | THE FORM 990 IS REVIEWED BY THE EXECUTIVE DIRECTOR AND TREASURER 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 THEIR 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 SECRETARY OF THE BOARD OF TRUSTEES. WITHIN THE EDUCATIONAL PROGRAMMING AREA, THE CME COMMITTEE REVIEWS AND MEDIATES ANY CONFLICTS. |
| FORM 990, PART VI, SECTION B, LINE 15A | 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 THE EMPLOYEE'S ANNIVERSARY 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
Form990 Schedule R Part II Form990ScheduleRPartII
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SOCIETY FOR HEALTHCARE EPIDEMIOLOGY OF AMERICA EDUCATION AND RESEARCH FDTN | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1300 WILSON BLVD STE 300 | AddressLine1 |
| City | ARLINGTON | City |
| State | VA | State |
| ZIP Code | 22209 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 300652791 | EIN |
| Primary Activities | SUPPORT MISSION OF SHEA | PrimaryActivities |
| Legal Domicile State | VA | LegalDomicileState |
| Exempt Code Section | 501(C)(3) | ExemptCodeSection |
| Public Charity Status | 509(A)(3) | PublicCharityStatus |
| Controlled Org | 1 | ControlledOrg |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 1 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 0 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 1 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 0 | SharingOfFacilities |
| Sharing Of Paid Employees | 1 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 1 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable
Name Of Other Organization NameOfOtherOrganization
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SOCIETY FOR HEALTHCARE EPIDEMIOLOGY OF AMERICA EDUCATION AND RESEARCH FDTN | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | B | TransactionType |
| Amount Involved | 328496 | AmountInvolved |
| Method Of Amt Determination | CASH | MethodOfAmtDetermination |
Comments