SOCIETY OF HEALTH AND PHYSICAL EDUCATORS (EIN 520886491) - 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

1969

Legal Domicile

Principal Officer

STEPHANIE MORRIS

Phone

8002137193

Tax Period

2024-09-01 to 2025-08-31

SOCIETY OF HEALTH AND PHYSICAL EDUCATORS, founded in 1969, is a community nonprofit in the Health Care sector that reported $4.5M in total revenue in fiscal year 2024. Revenue grew 11% year-over-year, indicating healthy expansion. Expenses of $4.2M left a modest 7% surplus.

Mission

OUR VISION IS A NATION WHERE ALL CHILDREN ARE PREPARED TO LEAD HEALTHY, PHYSICALLY ACTIVE LIVES. OUR MISSION IS TO ADVANCE PROFESSIONAL PRACTICE AND PROMOTE RESEARCH RELATED TO HEALTH AND PHYSICAL EDUCATION, PHYSICAL ACTIVITY, DANCE AND SPORT.

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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 $1,663,264

Program Service Revenue $1,440,644

Investment Income $317,044

Other Revenue $1,074,836

TOTAL REVENUE $4,495,788

Expense Breakdown

Grants Paid $91,095

Salaries & Benefits $1,931,623

Fundraising Expenses $106,717

Program Expenses $3,236,053

Other Expenses $2,145,951

TOTAL EXPENSES $4,168,669

Year-over-Year Comparison

	2024	2023	Change
Revenue	$4,495,788	$4,033,522	+0.1%
Expenses	$4,168,669	$4,298,686	0.0%
Net Income	$327,119	$-265,164	-2.2%

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

450

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

$360,144

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
STEPHANIE MORRIS	CEO	40.00	Officer	$175,161	$19,305	$194,466
ADAM POMERANTZ	CFO & SR VP	40.00	Officer	$160,120	$5,558	$165,678
ELIZABETH BENNETT	VP STRATEGIC	40.00	Highest	$112,948	$11,778	$124,726
CARLY WRIGHT	CHIEF PROGRA	40.00	Highest	$108,859	$10,205	$119,064
ANDRO BARNETT	DIRECTOR	5.00	Director	$0	$0	$0
JOE DEUTSCH	PRESIDENT	15.00	Officer Director	$0	$0	$0
TARI GARNER	DIRECTOR	5.00	Director	$0	$0	$0
CARA GRANT	PAST PRESIDE	15.00	Officer Director	$0	$0	$0
BOB KNIPE	DIRECTOR	5.00	Director	$0	$0	$0
BRANDY LYNCH	DIRECTOR	5.00	Director	$0	$0	$0
ANDREW MILNE	DIRECTOR	5.00	Director	$0	$0	$0
TONYA MOORE	DIRECTOR	5.00	Director	$0	$0	$0
WILLIAM POTTER	DIRECTOR	5.00	Director	$0	$0	$0
JOE VELARDI	DIRECTOR	5.00	Director	$0	$0	$0
ROBIN WALKER	PRESIDENT -	15.00	Officer 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
2025	$4,495,788	$4,168,669	$6,292,192	$327,119
2024	$4,033,522	$4,298,686	$5,836,302	$-265,164
2023	$4,233,606	$4,475,477	$6,043,654	$-241,871
2022	$4,610,862	$3,892,156	$5,849,050	$718,706
2021	$3,999,334	$3,441,937	$7,012,876	$557,397
2020	$3,045,330	$3,424,826	$6,081,528	$-379,496
2019	$5,737,959	$5,191,484	$5,905,574	$546,475
2018	$5,614,551	$6,698,063	$7,552,197	$-1,083,512

SOCIETY OF HEALTH AND PHYSICAL EDUCATORS