SOCIETY FOR PUBLIC HEALTH EDUCATION INC: Form 990, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- SOCIETY FOR PUBLIC HEALTH EDUCATION INC (EIN 23-7299881)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-13
- IRS object ID
- 202343179349310529
- Schema version
- 2022v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-13T16:37:26-06:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 521186096 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RUBINO AND COMPANY CHARTERED | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6903 ROCKLEDGE DRIVE SUITE 300 | AddressLine1Txt |
| City | BETHESDA | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 208171818 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 237299881 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SOCIETY FOR PUBLIC HEALTH EDUCATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SOCI | BusinessNameControlTxt |
| Phone | 2024089804 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10 G ST NE 605 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 200024242 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WILLIAM POTTS-DATEMA | PersonNm |
| Person Title | CHIEF EXECUTIVE OFFICER | PersonTitleTxt |
| Phone | 2024089804 | PhoneNum |
| Signature | 2023-11-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | WILLIAM | PersonFirstNm |
| Person Last | POTTS-DATEMA | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KAY VOLLANS CPA | PreparerPersonNm |
| PTIN | P01404047 | PTIN |
| Phone | 3015643636 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | WILLIAM POTTS-DATEMA | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10 G ST NE 605 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 200024242 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $2,483,385 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.SOPHE.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1950 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | TO SUPPORT LEADERS IN HEALTH EDUCATION AND PROMOTION TO ADVANCE HEALTHY AND EQUITABLE COMMUNITIES ACROSS THE GLOBE. | ActivityOrMissionDesc |
| Voting Members Governing Body | 20 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 20 | VotingMembersIndependentCnt |
| Total Employee | 20 | TotalEmployeeCnt |
| Total Volunteers | 52 | TotalVolunteersCnt |
| Total Gross UBI | $13,866 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $683 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $1,865,796 | PYContributionsGrantsAmt |
| CY Contributions Grants | $1,629,529 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $374,771 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $371,149 | CYProgramServiceRevenueAmt |
| PY Investment Income | $137,870 | PYInvestmentIncomeAmt |
| CY Investment Income | $88,351 | CYInvestmentIncomeAmt |
| PY Other Revenue | $422,205 | PYOtherRevenueAmt |
| CY Other Revenue | $375,473 | CYOtherRevenueAmt |
| PY Total Revenue | $2,800,642 | PYTotalRevenueAmt |
| CY Total Revenue | $2,464,502 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $25,723 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $57,770 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $1,243,218 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $1,533,759 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $194,715 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,192,650 | PYOtherExpensesAmt |
| CY Other Expenses | $1,038,045 | CYOtherExpensesAmt |
| PY Total Expenses | $2,461,591 | PYTotalExpensesAmt |
| CY Total Expenses | $2,629,574 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $339,051 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$165,072 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $3,028,776 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,039,940 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $624,468 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,282,275 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $2,404,308 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $1,757,665 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE SOCIETY FOR PUBLIC HEALTH EDUCATION (SOPHE) IS A NONPROFIT ASSOCIATION THAT SUPPORTS LEADERS IN PUBLIC HEALTH, HEALTH EDUCATION, AND PROMOTION TO ADVANCE HEALTHY AND EQUITABLE COMMUNITIES ACROSS THE GLOBE. SOPHE MEMBERS WORK IN HEALTH CARE SETTINGS, COMMUNITIES, BUSINESSES, ORGANIZATIONS, SCHOOLS, UNIVERSITIES, WORKSITES, AND IN LOCAL, STATE, AND FEDERAL GOVERNMENT AGENCIES. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $791,218 | ExpenseAmt |
| Grant | $46,741 | GrantAmt |
| Revenue | $31,056 | RevenueAmt |
| Desc | HEALTH PROMOTION:SOPHE LEADS MANY HEALTH PROMOTION INITIATIVES WHICH CONTRIBUTE TO THE GLOBAL EFFORT TO IMPROVE PUBLIC HEALTH OUTCOMES AND ACHIEVE HEALTH EQUITY. THESE INITIATIVES INCLUDE PROGRAMS AND PROFESSIONAL DEVELOPMENT OPPORTUNITIES THAT TRAIN STUDENTS AND PROFESSIONALS ON THE CONNECTIONS BETWEEN BEHAVIORAL SCIENCES, HEALTH EDUCATION, HEALTH PROMOTION AND THE ENVIRONMENT. SOPHE ALSO WORKS WITH OTHER NATIONAL ORGANIZATIONS, FEDERAL AGENCIES, BUSINESSES, HOSPITALS, SCHOOLS, AND LOCAL COMMUNITIES TO ADDRESS HEALTH INEQUITY AND TO IMPROVE THE HEALTH OF COMMUNITIES BY REDUCING CHRONIC DISEASE RISKS DUE TO POOR NUTRITION, PHYSICAL INACTIVITY, TOBACCO USE AND OTHER LIFESTYLE RISK FACTORS. SOPHE'S WORK INCLUDES SUPPORTING UNDERGRADUATE STUDENTS TO PURSUE A CAREER IN PUBLIC HEALTH, INCREASE STUDENT HEALTH OUTCOMES AND INSTRUCTION. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $409,630 | ExpenseAmt |
| Revenue | $223,215 | RevenueAmt |
| Desc | MEETINGS:SOPHE PROVIDES EDUCATIONAL OPPORTUNITIES FOR HEALTH EDUCATION RESEARCHERS, FACULTY, PRACTITIONERS, AND STUDENTS BY CONDUCTING AN ANNUAL CONFERENCE. THE 2022 ANNUAL CONFERENCE WAS HELD IN A VIRTUAL FORMAT DUE TO CONTINUING COVID CONCERNS. CONFERENCE CONTENT INCLUDED PLENARY AND CONCURRENT SESSIONS, WORKSHOPS, ROUNDTABLES, POSTERS, EXHIBITS, AWARD PRESENTATIONS, AND STUDENT CASE STUDY COMPETITIONS. THE CONFERENCE PROVIDED A MAJOR SOURCE OF CONTINUING EDUCATION CREDITS FOR CERTIFIED HEALTH EDUCATION SPECIALISTS, MASTER CERTIFIED HEALTH EDUCATION SPECIALISTS, AND PERSONS CERTIFIED IN PUBLIC HEALTH. ADDITIONALLY, SOPHE OFFERED SEVERAL OTHER PROFESSIONAL DEVELOPMENT OPPORTUNITIES INCLUDING NATIONAL HEALTH EDUCATION WEEK WEBINARS WITH MORE THAN 700 ATTENDEES. SOPHE'S PARTNERSHIP WITH THE NATIONAL COMMISSION FOR HEALTH EDUCATION CREDENTIALING (NCHEC) CONTINUES WITH COLLABORATIVE WEBINARS TO EXPLORE CAREERS IN HEALTH EDUCATION. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $126,983 | ExpenseAmt |
| Grant | $3,000 | GrantAmt |
| Revenue | $62,221 | RevenueAmt |
| Desc | JOURNALS & PUBLICATIONS:IN 2022, SOPHE PUBLISHED 16 ISSUES OF ITS THREE PEER REVIEWED JOURNALS, "HEALTH PROMOTION PRACTICE;" "HEALTH EDUCATION & BEHAVIOR; AND "PEDAGOGY IN HEALTH PROMOTION: THE SCHOLARSHIP OF TEACHING AND LEARNING." OUR JOURNALS SHARE CUTTING-EDGE RESEARCH, PRACTICE-BASED TOOLS, AND INNOVATIVE TEACHING CONCEPTS WITH READERS ACROSS THE WORLD. SOPHE CONTINUED TO PUBLISH SPECIAL FOCUS ISSUES AND SUPPLEMENTS ON IMPORTANT EMERGING ISSUES IN HEALTH PROMOTION AND EDUCATION. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $94,561 | ExpenseAmt |
| Grant | $8,029 | GrantAmt |
| Revenue | $54,657 | RevenueAmt |
| Desc | HEALTH EDUCATION:SOPHE CONTINUED TO BUILD HEALTH PROMOTION AND HEALTH EDUCATION CONTENT FOR CONTINUING EDUCATION, AVAILABLE IN SOPHE'S CENTER FOR ONLINE RESOURCES AND EDUCATION (CORE). THIS CONTENT IS AVAILABLE TO MEMBERS AND OTHER PROFESSIONALS AT ALL TIMES FOR THEIR CONVENIENCE. SOPHE CONTINUED TO DISSEMINATE INFORMATION ON NATIONAL STANDARDS FOR THE PREPARATION OF SCHOOL HEALTH EDUCATORS AND ITS WORK WITH THE COUNCIL FOR ACCREDITATION OF EDUCATOR PREPARATION (CAEP). CAEP RECOGNIZES SOPHE AS A SPECIALIZED PROFESSIONAL ASSOCIATION IN SCHOOL HEALTH EDUCATION. IN CONJUNCTION WITH THE NATIONAL COMMISSION FOR HEALTH EDUCATION CREDENTIALING, SOPHE CONTINUED TO DISSEMINATE THE RESULTS OF THE PSYCHOMETRIC STUDY OF THE NATIONAL HEALTH EDUCATION SPECIALISTS PRACTICE ANALYSIS II, WHICH ENUMERATES THE AREAS OF RESPONSIBILITY, COMPETENCIES, AND SUB-COMPETENCIES FOR THE HEALTH EDUCATION WORKFORCE. SOPHE JOINED FIVE OTHER LEADING HEALTH EDUCATION ORGANIZATIONS IN THE NATIONAL CONSENSUS FOR SCHOOL HEALTH EDUCATION, WHICH RELEASED THE THIRD EDITION OF THE NATIONAL HEALTH EDUCATION STANDARDS FOR VOLUNTARY USE BY SCHOOL DISTRICTS AND STATE, TERRITORIAL, AND TRIBAL EDUCATION AGENCIES. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $94,561 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $8,029 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $54,657 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $1,422,392 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 50 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 20 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 20 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 20 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DANIEL ANBIAH | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2024089804 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10 G ST NE 605 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 200024242 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (29 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| AMY THOMPSON | ||||||
| PRESIDENT | 6.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| RAFFY LUQUIS | ||||||
| PRESIDENT ELECT | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| BILL POTTS-DATEMA | ||||||
| TREASURER | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| ELLEN ROBERTSON | ||||||
| SECRETARY | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| RACHEL DOMBROWSKI | ||||||
| SECRETARY (END MAR. 2022) | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| DEBORAH FORTUNE | ||||||
| IMMEDIATE PAST PRESIDENT | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| MICHELE BILDER | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| BETH CHANEY | ||||||
| TRUSTEE (END MAR. 2022) | 1.00 | Yes (X) | $0 | $0 | $0 | |
| SABRINA CHERRY | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ANTONIO GARDNER | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| TINA JACOB | ||||||
| TRUSTEE (END MAR. 2022) | 1.00 | Yes (X) | $0 | $0 | $0 | |
| SALLY KLIMEK | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JOSEPHINE LARA | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| LISA D LIEBERMAN | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ASHLEY LOVE | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| TARA LUTZ | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| TAMARA MASON | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| TINA MOONEY | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ASHLEY PARKS | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| NINFA PURCELL | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| RHONDA RAHN | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| KIRSTEN RODGER | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DARCELL SCHARFF | ||||||
| TRUSTEE (END MAR. 2022) | 1.00 | Yes (X) | $0 | $0 | $0 | |
| CHERYLEE SHERRY | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JODY VOGELZANG | ||||||
| TRUSTEE (END MAR. 2022) | 1.00 | Yes (X) | $0 | $0 | $0 | |
| TARA LUTZ | ||||||
| SPEAKER OF THE HOUSE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| CHARITY BISHOP | ||||||
| SPEAKER OF THE HOUSE (END MAR. 2022) | 1.00 | Yes (X) | $0 | $0 | $0 | |
| TAMMY DILLARD-STEELS | ||||||
| CEO (END DEC. 2022) | 40.00 | Yes (X) | $183,956 | $0 | $14,971 | |
| DANIEL ANBIAH | ||||||
| DIRECTOR FINANCE AND ADMIN. | 40.00 | Yes (X) | $118,645 | $0 | $8,372 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $302,601 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $23,343 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 2 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp
Contractor Name ContractorName
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNIVERSITY OF WASHINGTON | BusinessNameLine1Txt |
Contractor Address ContractorAddress
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12455 COLLECTIONS DRIVE | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60693 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | ARTHRITIS RESEARCH | ServicesDesc |
| Compensation | $118,519 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
| Membership Dues | $182,436 | MembershipDuesAmt |
| Government Grants | $1,206,477 | GovernmentGrantsAmt |
| All Other Contributions | $240,616 | AllOtherContributionsAmt |
| Total Contributions | $1,629,529 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| ANNUAL MEETING | 624190 | $257,280 | $257,280 |
| PUBLICATIONS | 624190 | $85,013 | $85,013 |
| OTHER PROGRAM INCOME | 624190 | $28,856 | $28,856 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $371,149 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $63,234 | TotalRevenueColumnAmt |
| Exclusion | $63,234 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $361,607 | TotalRevenueColumnAmt |
| Exclusion | $361,607 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $44,000 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $18,883 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $25,117 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $25,117 | TotalRevenueColumnAmt |
| Exclusion | $25,117 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | JOB POSTING | Desc |
| Business | 541800 | BusinessCd |
| Total Revenue Column | $13,866 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $13,866 | UnrelatedBusinessRevenueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $13,866 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,464,502 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $371,149 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $13,866 | UnrelatedBusinessRevenueAmt |
| Exclusion | $449,958 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $57,770 | TotalAmt |
| Program Services | $57,770 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $325,943 | TotalAmt |
| Program Services | $32,594 | ProgramServicesAmt |
| Management And General | $283,403 | ManagementAndGeneralAmt |
| Fundraising | $9,946 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,000,250 | TotalAmt |
| Program Services | $549,266 | ProgramServicesAmt |
| Management And General | $342,271 | ManagementAndGeneralAmt |
| Fundraising | $108,713 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $32,239 | TotalAmt |
| Program Services | $17,613 | ProgramServicesAmt |
| Management And General | $11,139 | ManagementAndGeneralAmt |
| Fundraising | $3,487 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $74,536 | TotalAmt |
| Program Services | $37,931 | ProgramServicesAmt |
| Management And General | $29,065 | ManagementAndGeneralAmt |
| Fundraising | $7,540 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $100,791 | TotalAmt |
| Program Services | $44,834 | ProgramServicesAmt |
| Management And General | $46,835 | ManagementAndGeneralAmt |
| Fundraising | $9,122 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,646 | TotalAmt |
| Management And General | $18,646 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $49,530 | TotalAmt |
| Management And General | $49,530 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $576,864 | TotalAmt |
| Program Services | $504,458 | ProgramServicesAmt |
| Management And General | $71,429 | ManagementAndGeneralAmt |
| Fundraising | $977 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,570 | TotalAmt |
| Program Services | $2,500 | ProgramServicesAmt |
| Management And General | $1,070 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $80,436 | TotalAmt |
| Program Services | $28,232 | ProgramServicesAmt |
| Management And General | $40,295 | ManagementAndGeneralAmt |
| Fundraising | $11,909 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,185 | TotalAmt |
| Program Services | $9,683 | ProgramServicesAmt |
| Management And General | $7,193 | ManagementAndGeneralAmt |
| Fundraising | $3,309 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $158,520 | TotalAmt |
| Program Services | $55,482 | ProgramServicesAmt |
| Management And General | $71,334 | ManagementAndGeneralAmt |
| Fundraising | $31,704 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,486 | TotalAmt |
| Program Services | $8,341 | ProgramServicesAmt |
| Management And General | $3,395 | ManagementAndGeneralAmt |
| Fundraising | $750 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $29,628 | TotalAmt |
| Program Services | $26,702 | ProgramServicesAmt |
| Management And General | $2,926 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $37,792 | TotalAmt |
| Program Services | $12,386 | ProgramServicesAmt |
| Management And General | $18,328 | ManagementAndGeneralAmt |
| Fundraising | $7,078 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,197 | TotalAmt |
| Management And General | $6,197 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (2 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| PRINTING & PUBLICATIONS | $43,981 | $34,600 | $9,201 | $180 |
| UBIT TAXES | $210 | $210 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,629,574 | TotalAmt |
| Program Services | $1,422,392 | ProgramServicesAmt |
| Management And General | $1,012,467 | ManagementAndGeneralAmt |
| Fundraising | $194,715 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $79,284 | BOYAmt |
| EOY | $23,155 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $250,022 | BOYAmt |
| EOY | $130,042 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $90,569 | BOYAmt |
| EOY | $57,992 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $61,084 | BOYAmt |
| EOY | $69,871 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $102,653 | BOYAmt |
| EOY | $66,102 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $447,775 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $283,983 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $189,854 | BOYAmt |
| EOY | $163,792 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,248,104 | BOYAmt |
| EOY | $1,854,850 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $666,930 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,206 | BOYAmt |
| EOY | $7,206 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,028,776 | BOYAmt |
| EOY | $3,039,940 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $220,550 | BOYAmt |
| EOY | $253,626 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $134,999 | BOYAmt |
| EOY | $126,560 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $268,919 | BOYAmt |
| EOY | $902,089 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $624,468 | BOYAmt |
| EOY | $1,282,275 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,994,631 | BOYAmt |
| EOY | $1,430,917 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $409,677 | BOYAmt |
| EOY | $326,748 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,404,308 | BOYAmt |
| EOY | $1,757,665 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,028,776 | BOYAmt |
| EOY | $3,039,940 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$165,072 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$481,571 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $790,629 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,499,357 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,133,364 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,865,796 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,629,529 | CurrentTaxYearAmt |
| Total | $6,918,675 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $562,323 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $627,892 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $650,327 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $374,771 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $371,149 | CurrentTaxYearAmt |
| Total | $2,586,462 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,352,952 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,127,249 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,783,691 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,240,567 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,000,678 | CurrentTaxYearAmt |
| Total | $9,505,137 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $19,270 | CurrentTaxYearMinus3YearsAmt |
| Total | $19,270 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $19,270 | CurrentTaxYearMinus3YearsAmt |
| Total | $19,270 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $9,485,867 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $524,104 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $538,678 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $509,221 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $542,551 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $424,841 | CurrentTaxYearAmt |
| Total | $2,539,395 | TotalAmt |
Post1975 UBTI Post1975UBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,395 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,376 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus1 Year | $3,288 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $683 | CurrentTaxYearAmt |
| Total | $10,742 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $526,499 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $543,054 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $509,221 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $545,839 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $425,524 | CurrentTaxYearAmt |
| Total | $2,550,137 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,879,451 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,670,303 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,292,912 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,786,406 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,426,202 | CurrentTaxYearAmt |
| Total | $12,055,274 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.78690 | PublicSupportCY509Pct |
| Public Support PY509 | 0.77340 | PublicSupportPY509Pct |
| Investment Income CY | 0.21150 | InvestmentIncomeCYPct |
| Investment Income PY | 0.22410 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | 0 | VolunteersInd |
| Paid Staff Or Management | Yes (1) | PaidStaffOrManagementInd |
| Media Advertisements | 0 | MediaAdvertisementsInd |
| Mailings Members | 0 | MailingsMembersInd |
| Publications Or Broadcast | 0 | PublicationsOrBroadcastInd |
| Grants Other Organizations | 0 | GrantsOtherOrganizationsInd |
| Direct Contact Legislators | 0 | DirectContactLegislatorsInd |
| Rallies Demonstrations | 0 | RalliesDemonstrationsInd |
| Other Activities | Yes (1) | OtherActivitiesInd |
| Other Activities | $4,132 | OtherActivitiesAmt |
| Total Lobbying Expenditures | $4,132 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | 0 | NotDescribedSection501c3Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART II-B, LINE 1: | FormAndLineReferenceDesc |
| Explanation | SALARIES AND BENEFITS | ExplanationTxt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $380,483 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$69,437 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $7,500 | GrantsOrScholarshipsAmt |
| End Year Balance | $303,546 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $355,325 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $32,694 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $7,536 | GrantsOrScholarshipsAmt |
| End Year Balance | $380,483 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $311,654 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $48,869 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $5,000 | GrantsOrScholarshipsAmt |
| Other Expenditures | $198 | OtherExpendituresAmt |
| End Year Balance | $355,325 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $266,160 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $45,494 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $311,654 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $279,496 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$10,336 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $3,000 | GrantsOrScholarshipsAmt |
| End Year Balance | $266,160 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 0.28000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.72000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $297,705 | OtherCostOrOtherBasisAmt |
| Depreciation | $151,333 | DepreciationAmt |
| Book Value | $146,372 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $42,770 | OtherCostOrOtherBasisAmt |
| Depreciation | $32,526 | DepreciationAmt |
| Book Value | $10,244 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $107,300 | OtherCostOrOtherBasisAmt |
| Depreciation | $100,124 | DepreciationAmt |
| Book Value | $7,176 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $163,792 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | LEASE LIABILITY | Desc |
| Amt | $902,089 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $902,089 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $1,982,931 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$481,571 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | -$481,571 | RevenueNotReportedAmt |
| Revenue Subtotal | $2,464,502 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $2,464,502 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $2,629,574 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $2,629,574 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $2,629,574 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | SCHOLARSHIPS |
| PART X, LINE 2: | SOPHE IS RECOGNIZED AS EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE, EXCEPT FOR TAXES ON UNRELATED BUSINESS INCOME, IF ANY. HOWEVER, TAX YEARS ENDED DECEMBER 31, 2018 THROUGH 2021, REMAIN OPEN TO EXAMINATION BY THE TAXING JURISDICTIONS TO WHICH THE SOCIETY IS SUBJECT, AND THEY HAVE NOT BEEN EXTENDED BEYOND THE APPLICABLE STATUTE OF LIMITATIONS. SOPHE HAS PROCESSES IN PLACE TO ENSURE THE MAINTENANCE OF ITS EXEMPT STATUS; TO IDENTIFY AND REPORT UNRELATED BUSINESS INCOME; TO DETERMINE ITS FILING AND TAX OBLIGATIONS IN JURISDICTIONS FOR WHICH IT HAS NEXUS; AND TO IDENTIFY AND EVALUATE OTHER MATTERS THAT MAY BE CONSIDERED TAX POSITIONS. THE SOCIETY HAS DETERMINED THAT THERE ARE NO MATERIAL UNCERTAIN TAX POSITIONS THAT REQUIRE RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (2 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt |
|---|---|---|
| SCHOLARSHIPS | 60 | $49,770 |
| FELLOWSHIPS | 6 | $8,000 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | GRANTS FOR ADDRESSING PUBLIC HEALTH EDUCATION SCHOLARSHIPS AND FELLOWSHIPS ARE MADE IN ACCORDANCE WITH SOPHE POLICIES AND PROCEDURES, INJURY FELLOWSHIPS ARE MADE IN ACCORDANCE WITH CDC GUIDELINES AND REPORTING REQUIREMENTS. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TAMMY DILLARD-STEELS | PersonNm |
| Title | CEO (END DEC. 2022) | TitleTxt |
| Base Compensation Filing Org | $183,956 | BaseCompensationFilingOrgAmt |
| Compensation Based On Rltd Orgs | $0 | CompensationBasedOnRltdOrgsAmt |
| Bonus Filing Organization | $0 | BonusFilingOrganizationAmount |
| Bonus Related Organizations | $0 | BonusRelatedOrganizationsAmt |
| Other Compensation Filing Org | $0 | OtherCompensationFilingOrgAmt |
| Other Compensation Rltd Orgs | $0 | OtherCompensationRltdOrgsAmt |
| Deferred Compensation Flng Org | $5,793 | DeferredCompensationFlngOrgAmt |
| Deferred Comp Rltd Orgs | $0 | DeferredCompRltdOrgsAmt |
| Nontaxable Benefits Filing Org | $9,178 | NontaxableBenefitsFilingOrgAmt |
| Nontaxable Benefits Rltd Orgs | $0 | NontaxableBenefitsRltdOrgsAmt |
| Total Compensation Filing Org | $198,927 | TotalCompensationFilingOrgAmt |
| Total Compensation Rltd Orgs | $0 | TotalCompensationRltdOrgsAmt |
| Comp Report Prior990 Filing Org | $0 | CompReportPrior990FilingOrgAmt |
| Comp Report Prior990 Rltd Orgs | $0 | CompReportPrior990RltdOrgsAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (11 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 6 | SOPHE HAS TWO MEMBERSHIP TYPES, INDIVIDUAL AND ASSOCIATE. AN INDIVIDUAL IS: 1) A PUBLIC HEALTH EDUCATOR WHO IS A PROFESSIONAL WITH A GRADUATE OR UNDERGRADUATE DEGREE FROM A FORMAL PUBLIC HEALTH EDUCATION OR RELATED PROGRAM 2) A PROFESSIONAL WHO IS EMPLOYED OR IS FUNCTIONING IN A PUBLIC HEALTH EDUCATION CAPACITY 3) A FACULTY MEMBER OF A PUBLIC HEALTH EDUCATION PROGRAM 4) A STUDENT IN A PUBLIC HEALTH EDUCATION PROGRAM 5) A RETIRED PUBLIC HEALTH EDUCATOR 6) AND/OR ANYONE WITH INTEREST IN PUBLIC HEALTH EDUCATION AN ASSOCIATE MEMBER IS ANY CORPORATION ASSOCIATED WITH THE PROFESSION OF HEALTH EDUCATION THAT SUPPORTS THE PURPOSE AND MISSION OF SOPHE AND MEETS ANY ADDITIONAL REQUIREMENTS FOR ASSOCIATE MEMBERSHIP AS MAY BE IMPOSED BY THE BOARD OF TRUSTEES FROM TIME TO TIME. |
| FORM 990, PART VI, SECTION A, LINE 7A | INDIVIDUAL SOPHE MEMBERS ELECT OFFICERS AND TRUSTEES TO THE BOARD OF TRUSTEES, SOPHE'S GOVERNING BODY. |
| FORM 990, PART VI, SECTION A, LINE 7B | INDIVIDUAL MEMBERS HAVE THE RIGHT TO VOTE ON DECISIONS WITH REGARD TO PROPOSED CHANGES IN BYLAWS AND/OR EXTRAORDINARY ACTIVITIES (E.G. MERGERS, DISSOLUTION, AND DIVESTITURE OF ASSETS), IN COMPLIANCE WITH CALIFORNIA LAW. |
| FORM 990, PART VI, SECTION B, LINE 11B | A DRAFT OF SOPHE'S FORM 990 IS PREPARED BY AN INDEPENDENT ACCOUNTING FIRM, REVIEWED BY THE SOPHE CEO AND LEGAL COUNSEL AND THEN REVIEWED BY SOPHE'S BOARD OF TRUSTEES BEFORE FILING WITH THE IRS. |
| FORM 990, PART VI, SECTION B, LINE 12C | SOPHE REQUIRES ALL TRUSTEES, OFFICERS AND THE CHIEF EXECUTIVE OFFICER TO COMPLETE AN ANNUAL STATEMENT OF ACTUAL AND POTENTIAL CONFLICTS OF INTEREST. SOPHE REMINDS OFFICERS, TRUSTEES AND THE CEO FROM TIME TO TIME OF THE SOPHE CONFLICT OF INTEREST POLICY. |
| FORM 990, PART VI, SECTION B, LINE 15A | IN CONJUNCTION WITH THE SOPHE COMPENSATION POLICY, THE EXECUTIVE COMMITTEE OF SOPHE'S BOARD OF TRUSTEES, WHICH IS COMPRISED OF DISINTERESTED PERSONS, REVIEWS THE ANNUAL EXECUTIVE SURVEY PREPARED BY THE AMERICAN SOCIETY OF ASSOCIATION EXECUTIVES, IN DETERMINING THE SALARY OF SOPHE'S CEO. |
| FORM 990, PART VI, SECTION C, LINE 19 | SOPHE'S BYLAWS AND CONFLICT OF INTEREST POLICY ARE AVAILABLE TO THE PUBLIC ON SOPHE'S WEBSITE. SOPHE REPORTS FINANCIAL INFORMATION TO ITS MEMBERS AT AN ALL-MEMBER BUSINESS MEETING AND MAKES WRITTEN INFORMATION AVAILABLE TO ITS MEMBERS UPON REQUEST. |
| FORM 990, PART IX, LINE 11G | EDITORIAL: PROGRAM SERVICE EXPENSES 58,350. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 58,350. TEMPORARY HELP: PROGRAM SERVICE EXPENSES 4,775. MANAGEMENT AND GENERAL EXPENSES 6,757. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 11,532. EMPLOYMENT SEARCH: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 621. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 621. CONSULTANT: PROGRAM SERVICE EXPENSES 441,333. MANAGEMENT AND GENERAL EXPENSES 64,051. FUNDRAISING EXPENSES 977. TOTAL EXPENSES 506,361. |
| FORM 990, PART XII, LINE 2C | SOPHE HAS AN AUDIT COMMITTEE THAT ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF THE FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT AUDITOR. THE AUDIT COMMITTEE IS COMPRISED OF MEMBERS OF THE BOARD OF TRUSTEES, IN COMPLIANCE WITH SOPHE BYLAWS. |
| FORM 990, PART VI, LINE 1A | SOPHE'S EXECUTIVE COMMITTEE IS COMPRISED OF THE PRESIDENT, PRESIDENT-ELECT, SECRETARY, TREASURER, IMMEDIATE PAST PRESIDENT, AND SPEAKER OF THE HOUSE OF DELEGATES. SOPHE'S CHIEF EXECUTIVE OFFICER (CEO) IS AN EX-OFFICIO, NON-VOTING EXECUTIVE COMMITTEE MEMBER. BETWEEN MEETINGS OF THE BOARD OF TRUSTEES, THE EXECUTIVE COMMITTEE HAS AND MAY EXERCISE ALL THE POWERS AND AUTHORITY OF THE BOARD IN THE MANAGEMENT OF THE BUSINESS AND AFFAIRS OF SOPHE, BUT EXCLUDING SUCH POWERS AND AUTHORITY AS ARE LIMITED BY CALIFORNIA LAW OR SOPHE'S BYLAWS. |
| FORM 990, PART VI, SECTION B, LINE 10B | IN 2022, SOPHE HAD 22 CHAPTERS THAT SUBSCRIBE TO THE SAME PURPOSE AND MISSION OF SOPHE AND MUST MEET CERTAIN REQUIREMENTS OUTLINED IN THE SOPHE'S BYLAWS. HOWEVER, SOPHE CHAPTERS ARE INDEPENDENT ORGANIZATIONS, AND THE NATIONAL SOPHE DOES NOT CONTROL THE ACTIVITIES OF ITS CHAPTERS. |