SOCIETY FOR HEALTHCARE EPIDEMIOLOGY OF AMERICA INC (EIN 581410314) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1984

Legal Domicile

Principal Officer

KRISTY WEINSHEL

Phone

7036841006

Tax Period

2023-01-01 to 2023-12-31

SOCIETY FOR HEALTHCARE EPIDEMIOLOGY OF AMERICA INC, founded in 1984, is a community nonprofit that reported $3.9M in total revenue in fiscal year 2018. Revenue decreased 6% compared to the prior year. Expenses of $3.4M left a modest 12% surplus.

Mission

PROMOTE THE PREVENTION OF HEALTHCARE-ASSOCIATED INFECTIONS AND ANTIBIOTIC RESISTANCE.

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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%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $173,455

Program Service Revenue $3,410,222

Investment Income $241,909

Other Revenue $5,801

TOTAL REVENUE $3,831,387

Expense Breakdown

Grants Paid $330,580

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $3,427,411

TOTAL EXPENSES $3,757,991

Year-over-Year Comparison

	2023	2022	Change
Revenue	$3,831,387	$3,534,208	+0.1%
Expenses	$3,757,991	$3,164,577	+0.2%
Net Income	$73,396	$369,631	-0.8%

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

150

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
DEBORAH S YOKOE MD MPH FIDSA FSH	PRESIDENT	2.00	Officer Director	$0	$0	$0
THOMAS R TALBOT III MD MPH FIDSA	PRESIDENT-ELECT	2.00	Officer Director	$0	$0	$0
DAVID J WEBER MD MPH FIDSA FSHEA	VICE PRESIDENT	2.00	Officer Director	$0	$0	$0
SHARON B WRIGHT MD MPH FIDSA FSH	PAST PRESIDENT	2.00	Officer Director	$0	$0	$0
REKHA K MURTHY MD FRCPC FACP F	SECRETARY	2.00	Officer Director	$0	$0	$0
L SILVIA MUNOZ-PRICE MD PHD	TREASURER	2.00	Officer Director	$0	$0	$0
KRISTY WEINSHEL MBA CAE	EXECUTIVE DIRECTOR	37.00	Officer	$0	$0	$0
BARTON GROH	VICE PRESIDENT, FINANCE AND ADMINISTRATION	1.00	Officer	$0	$0	$0
THOMAS J SANDORA MD MPH FPIDS FS	COUNCILOR	1.00	Director	$0	$0	$0
TARA PALMORE MD FACP FIDSA	COUNCILOR	1.00	Director	$0	$0	$0
REBEKAH MOEHRING MD MPH FSHEA FID	COUNCILOR	1.00	Director	$0	$0	$0
MARCI DREES MD MS FACP FIDSA FSH	COUNCILOR	1.00	Director	$0	$0	$0
LISA SAIMAN MD MPH	INTERNATIONAL COUNCILOR	1.00	Director	$0	$0	$0
ALEX KALLAN MD MPH FACP FIDSA FS	INTERNATIONAL COUNCILOR	1.00	Director	$0	$0	$0
VINCENT HSU MD MPH FACP FSHEA	INTERNATIONAL COUNCILOR	1.00	Director	$0	$0	$0
HALA A AMER MD MPH PHD CIC	INTERNATIONAL COUNCILOR	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	No data	No data	No data	No data
2023	$3,831,387	$3,757,991	$8,284,953	$73,396
2022	$3,534,208	$3,164,577	$7,689,550	$369,631
2021	$3,191,845	$2,472,975	$8,189,752	$718,870
2020	$2,940,015	$2,246,614	$6,962,198	$693,401
2019	$3,095,095	$2,840,116	$6,332,434	$254,979
2018	$3,889,246	$3,404,713	$5,266,447	$484,533

SOCIETY FOR HEALTHCARE EPIDEMIOLOGY OF AMERICA INC