SOCIETY FOR HEALTHCARE EPIDEMIOLOG… - Form 990 Financial Data

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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

2010

Legal Domicile

Principal Officer

KRISTY WEINSHEL

Phone

7032990108

Tax Period

2023-01-01 to 2023-12-31

SOCIETY FOR HEALTHCARE EPIDEMIOLOGY OF AMERICA EDUCATION & RESEARCH FOUNDATION, founded in 2010, is a small nonprofit in the Community Improvement sector that reported $383K in total revenue in fiscal year 2023. Revenue surged 115% from the prior year, signaling strong growth momentum.

Mission

THE SHEA EDUCATION & RESEARCH FOUNDATION, FORMED IN 2011, IS DEDICATED TO ADVANCING THE FIELD OF HEALTHCARE EPIDEMIOLOGY, INFECTION PREVENTION AND ANTIMICROBIAL STEWARDSHIP THROUGH EDUCATION AND RESEARCH.

Program Service Accomplishments

Program 1

Expenses: $302,891 Revenue: $0

EDUCATION & RESEARCH: SHEA FOUNDATION CONTINUED WITH THE WORK UNDER THE BECTON DICKINSON (BD) GRANT TO CONTINUE TO PROMOTE ACCESS TO THE PREVENTION COURSE IN HEALTHCARE ASSOCIATED INFECTION KNOWLEDGE AND CONTROL CALLED PREVENTION CHKC PREVENTION CHKC IS AN ONLINE COURSE DESIGNED TO TRAIN FRONTLINE HEALTHCARE PERSONNEL, DEFINED AS THOSE "RESPONSIBLE FOR DIRECT PATIENT CARE" IN BEST PRACTICES TO PREVENT AND CONTROLS HAI'S AND PATHOGENS THAT CAN SPREAD IN THE HEALTHCARE SETTING. SHEA FOUNDATION PROVIDES SCHOLARSHIPS AND AWARDS TO FUND RESEARCH AND EDUCATION NEEDS OF PROFESSIONALS IN THE FIELD OF HEALTHCARE EPIDEMIOLOGY, INFECTION PREVENTION AND ANTIBIOTIC STEWARDSHIP GLOBALLY. THESE AWARDS RECOGNIZE THE CONTRIBUTIONS AND ACCOMPLISHMENTS OF OUR MEMBERS THAT EITHER HAVE HAD OR WILL HAVE A MEANINGFUL IMPACT ON THE FIELD. THE RESEARCH SCHOLAR PROGRAM AND EPI PROJECT COMPETITION ARE TWO GRANT PROGRAMS FUNDED BY THE SHEA EDUCATION AND RESEARCH FOUNDATION AND FACILITATED BY THE SHEA RESEARCH COMMITTEE. THE PURPOSE OF THE PROGRAMS IS TO SUPPORT AND MENTOR EARLY INVESTIGATORS IN THE FIELD OF HEALTHCARE EPIDEMIOLOGY AND ANTIBIOTIC STEWARDSHIP RESEARCH. THESE PROGRAMS MAKE RESEARCH FUNDING AVAILABLE FOR EARLY INVESTIGATORS TO CONDUCT STUDIES THAT CAN SHAPE OUR UNDERSTANDING OF INFECTION PREVENTION, ANTIBIOTIC STEWARDSHIP, AND IMPLEMENTATION SCIENCE.

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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 $383,356

Program Service Revenue $0

Investment Income $10

Other Revenue $0

TOTAL REVENUE $383,366

Expense Breakdown

Grants Paid $121,750

Salaries & Benefits $0

Fundraising Expenses $50,064

Program Expenses $302,891

Other Expenses $256,405

TOTAL EXPENSES $378,155

Year-over-Year Comparison

	2023	2022	Change
Revenue	$383,366	$177,955	+1.2%
Expenses	$378,155	$356,376	+0.1%
Net Income	$5,211	$-178,421	-1.0%

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

Independent Members

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SHARON WRIGHT MD	CHAIR	0.50	Officer Director	$0	$0	$0
TOM TALBOT MD MPH	VICE CHAIR	0.50	Officer Director	$0	$0	$0
L SILVIA MUNOZ-PRICE MD PHD	TREASURER	0.50	Officer Director	$0	$0	$0
MARY HAYDEN MD	PAST CHAIR	0.50	Officer Director	$0	$0	$0
HALA AMER MD MPH PHD CIC	COUNCILOR	0.50	Director	$0	$0	$0
MARCI DREES MD MPH	COUNCILOR	0.50	Director	$0	$0	$0
JENNIE KWON DO MSCI	COUNCILOR	0.50	Director	$0	$0	$0
THOMAS J SANDORA MD MPH	COUNCILOR	0.50	Director	$0	$0	$0
KRISTY WEINSHEL	EXECUTIVE DIRECTOR	0.50	Officer	$0	$0	$0
BARTON GROH	VICE PRESIDENT, FINANCE AND ADMINISTRATION	0.50	Officer	$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	No data	No data	No data	No data
2023	$383,366	$378,155	$95,647	$5,211
2022	$177,955	$356,376	$140,096	$-178,421
2021	$160,818	$222,286	$243,102	$-61,468
2020	$438,454	$427,589	$230,579	$10,865
2019	$475,755	$511,550	$316,573	$-35,795
2018	$404,635	$370,017	$476,779	$34,618

SOCIETY FOR HEALTHCARE EPIDEMIOLOGY OF AMERICA EDUCATION & RESEARCH FOUNDATION