SOCIETY OF HEALTH AND PHYSICAL EDUCATORS (EIN 237165613) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1971

Legal Domicile

Principal Officer

DEBRA BERKEY

Phone

2692074504

Tax Period

2023-06-01 to 2024-05-31

SOCIETY OF HEALTH AND PHYSICAL EDUCATORS, founded in 1971, is a small nonprofit in the Education sector that reported $114K in total revenue in fiscal year 2023. Revenue surged 39% from the prior year, signaling strong growth momentum. Expenses of $98K left a modest 14% surplus.

Mission

TO PROMOTE HEALTHY, ACTIVE LIVING THROUGH PROFESSIONAL DEVELOPMENT AND ADVOCACY

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $41,482

Program Service Revenue $54,018

Investment Income $18,268

Other Revenue $0

TOTAL REVENUE $113,768

Expense Breakdown

Grants Paid $0

Salaries & Benefits $18,600

Fundraising Expenses $0

Program Expenses $53,822

Other Expenses $79,143

TOTAL EXPENSES $97,743

Year-over-Year Comparison

	2023	2022	Change
Revenue	$113,768	$81,762	+0.4%
Expenses	$97,743	$97,883	0.0%
Net Income	$16,025	$-16,121	-2.0%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

600

Independent Members

600

Employees

N/A

Volunteers

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$6,500

Total Directors

$18,600

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DEBRA BERKEY	EXECUTIVE DI	10.00	Director	$18,600	$0	$18,600
KATIE GOETZ	PRESIDENT	N/A	Officer	$0	$0	$0
EMILY BRUMBAUGH	TREASURER	N/A	Officer	$0	$0	$0
SAWYER DUNCAN	PAST PRESIDE	N/A	Officer	$0	$0	$0
HALEY BARNES	SECRETARY	N/A	Officer	$0	$0	$0
REBECCA LANGDON HAGERTY	CONVENTION M	N/A	Officer	$6,500	$0	$6,500

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2024	$113,768	$97,743	$150,016	$16,025
2023	$81,762	$97,883	$133,991	$-16,121
2022	$103,685	$64,721	$170,283	$38,964

SOCIETY OF HEALTH AND PHYSICAL EDUCATORS