SOCIETY FOR HEALTHCARE EPIDEMIOLOGY OF AMERICA EDUCATION & RESEARCH FOUNDATION

EIN: 300652791 501(c)(3) Community Improvement

ARLINGTON, VA

Total Revenue
$383,366
Total Expenses
$378,155
Total Assets
$95,647
Net Assets
$56,076
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Tuckman-Chang Vulnerability Assessment

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Financial Trends

Organization Details

Formation Year
2010
Legal Domicile
VA
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 $405K in total revenue in fiscal year 2018. Revenue surged 117% from the prior year, signaling strong growth momentum. Expenses of $370K left a modest 9% surplus.

Mission

DEDICATED TO ADVANCING THE FIELD OF HEALTHCARE EPIDEMIOLOGY, INFECTION PREVENTION AND ANTIMICROBIAL STEWARDSHIP THROUGH EDUCATION AND RESEARCH.

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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

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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

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Liquidity & Cash Position

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Governance

Voting Members
14
Independent Members
14
Employees
N/A
Volunteers
14

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
$0
Total Directors
8
$0
Key Employees
0
$0
Highest Compensated
0
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
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