SOCIETY FOR PUBLIC HEALTH EDUCATION INC (EIN 237299881) - 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

1950

Legal Domicile

Principal Officer

WILLIAM DATEMA

Phone

2024089804

Tax Period

2024-01-01 to 2024-12-31

SOCIETY FOR PUBLIC HEALTH EDUCATION INC, founded in 1950, is a community nonprofit in the Education sector that reported $1.6M in total revenue in fiscal year 2024. Revenue fell 33% from the prior year — a significant decline worth monitoring. Expenses of $2.2M exceeded revenue, resulting in a 37% operating deficit.

Mission

TO SUPPORT LEADERS IN HEALTH EDUCATION AND PROMOTION TO ADVANCE HEALTHY AND EQUITABLE COMMUNITIES ACROSS THE GLOBE.

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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 (2024)

Revenue Breakdown

Contributions & Grants $533,691

Program Service Revenue $501,681

Investment Income $165,715

Other Revenue $412,027

TOTAL REVENUE $1,613,114

Expense Breakdown

Grants Paid $45,746

Salaries & Benefits $966,934

Fundraising Expenses $265,743

Program Expenses $805,156

Other Expenses $1,193,375

TOTAL EXPENSES $2,206,055

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,613,114	$2,414,826	-0.3%
Expenses	$2,206,055	$2,361,650	-0.1%
Net Income	$-592,941	$53,176	-12.2%

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

Independent Members

Employees

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

$501,953

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
WILLIAM DATEMA	CEO	40.00	Officer	$190,712	$29,650	$220,362
DANIEL ANBIAH	CFO	40.00	Officer	$131,664	$20,702	$152,366
MARICELA ARIAS-CANTU	DEPUTY CEO	40.00	Officer	$114,023	$15,202	$129,225
LEONARD JACK	PRESIDENT	5.00	Officer Director	$0	$0	$0
HEIDI HANCHER-RAUCH	PRESIDENT ELECT	2.00	Officer Director	$0	$0	$0
DAVID BROWN	TREASURER	2.00	Officer Director	$0	$0	$0
ALEXIS BLAVOS	SECRETARY	2.00	Officer Director	$0	$0	$0
ELLEN ROBERTSON	SECRETARY (END MAR 2024)	2.00	Officer Director	$0	$0	$0
RAFFY LUQUIS	IMMEDIATE PAST PRESIDENT	1.00	Officer Director	$0	$0	$0
AMY THOMPSON	IMMEDIATE PAST PRES. (END MAR 2024)	1.00	Officer Director	$0	$0	$0
MICHELE BILDER	TRUSTEE (END MAR 2024)	1.00	Director	$0	$0	$0
JODI BROOKINS-FISHER	TRUSTEE	1.00	Director	$0	$0	$0
MEGHAN BURROUGHS	TRUSTEE	1.00	Director	$0	$0	$0
JOANNE CHOPAK-FOSS	TRUSTEE	1.00	Director	$0	$0	$0
ANTONIO GARDNER	TRUSTEE (END MAR 2024)	1.00	Director	$0	$0	$0
TORI GASON	TRUSTEE (END MAR 2024)	1.00	Director	$0	$0	$0
CAITLYN JASUMBACK	TRUSTEE	1.00	Director	$0	$0	$0
DEE JORDAN	TRUSTEE	1.00	Director	$0	$0	$0
MARK KELLEY	TRUSTEE	1.00	Director	$0	$0	$0
SALLY KLIMEK	TRUSTEE (END MAR 2024)	1.00	Director	$0	$0	$0
MAURICIA TRICIA LEWIS	TRUSTEE	1.00	Director	$0	$0	$0
SHANNA LIVERMORE	TRUSTEE (END MAR 2024)	1.00	Director	$0	$0	$0
ASHLEY LOVE	TRUSTEE (END MAR 2024)	1.00	Director	$0	$0	$0
TAMARA MASON	TRUSTEE (END MAR 2024)	1.00	Director	$0	$0	$0
ZAZIA OWENS	TRUSTEE	1.00	Director	$0	$0	$0
ASHLEY PARKS	TRUSTEE (END MAR 2024)	1.00	Director	$0	$0	$0
MIGUEL PEREZ	TRUSTEE	1.00	Director	$0	$0	$0
KIMBERLY PRICE	TRUSTEE	1.00	Director	$0	$0	$0
RHONDA RAHN	TRUSTEE	1.00	Director	$0	$0	$0
KENDALL SMITH	TRUSTEE	1.00	Director	$0	$0	$0
NICOLE SMITH	TRUSTEE	1.00	Director	$0	$0	$0
ERIN SWEENEY	TRUSTEE	1.00	Director	$0	$0	$0

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	$1,613,114	$2,206,055	$2,545,460	$-592,941
2023	$2,414,826	$2,361,650	$2,674,218	$53,176
2022	$2,464,502	$2,629,574	$3,039,940	$-165,072
2021	$2,800,642	$2,461,591	$3,028,776	$339,051
2020	$2,342,794	$2,162,017	$2,899,178	$180,777
2019	$2,676,408	$2,509,765	$2,403,061	$166,643
2018	$1,927,781	$1,808,098	$2,142,068	$119,683

SOCIETY FOR PUBLIC HEALTH EDUCATION INC