2023-11-13T16:37:26-06:00 2022-12-31 521186096 RUBINO AND COMPANY CHARTERED 6903 ROCKLEDGE DRIVE SUITE 300 BETHESDA MD 208171818 990 2022-01-01 237299881 SOCIETY FOR PUBLIC HEALTH EDUCATION INC SOCI 2024089804 10 G ST NE 605 WASHINGTON DC 200024242 WILLIAM POTTS-DATEMA CHIEF EXECUTIVE OFFICER 2024089804 2023-11-13 1 WILLIAM POTTS-DATEMA 999009999 0 KAY VOLLANS CPA P01404047 3015643636 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z WILLIAM POTTS-DATEMA 10 G ST NE 605 WASHINGTON DC 200024242 2483385 0 X WWW.SOPHE.ORG X 1950 CA TO SUPPORT LEADERS IN HEALTH EDUCATION AND PROMOTION TO ADVANCE HEALTHY AND EQUITABLE COMMUNITIES ACROSS THE GLOBE. 20 20 20 52 13866 683 1865796 1629529 374771 371149 137870 88351 422205 375473 2800642 2464502 25723 57770 0 0 1243218 1533759 0 0 194715 1192650 1038045 2461591 2629574 339051 -165072 3028776 3039940 624468 1282275 2404308 1757665 X 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. 0 0 791218 46741 31056 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. 409630 223215 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. 126983 3000 62221 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. 94561 8029 54657 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. 94561 8029 54657 1422392 1 1 0 1 0 0 0 0 0 1 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 50 0 1 20 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 20 20 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 0 0 CA X DANIEL ANBIAH 2024089804 10 G ST NE 605 WASHINGTON DC 200024242 AMY THOMPSON PRESIDENT 6.00 X X 0 0 0 RAFFY LUQUIS PRESIDENT ELECT 2.00 X X 0 0 0 BILL POTTS-DATEMA TREASURER 2.00 X X 0 0 0 ELLEN ROBERTSON SECRETARY 2.00 X X 0 0 0 RACHEL DOMBROWSKI SECRETARY (END MAR. 2022) 2.00 X X 0 0 0 DEBORAH FORTUNE IMMEDIATE PAST PRESIDENT 1.00 X X 0 0 0 MICHELE BILDER TRUSTEE 1.00 X 0 0 0 BETH CHANEY TRUSTEE (END MAR. 2022) 1.00 X 0 0 0 SABRINA CHERRY TRUSTEE 1.00 X 0 0 0 ANTONIO GARDNER TRUSTEE 1.00 X 0 0 0 TINA JACOB TRUSTEE (END MAR. 2022) 1.00 X 0 0 0 SALLY KLIMEK TRUSTEE 1.00 X 0 0 0 JOSEPHINE LARA TRUSTEE 1.00 X 0 0 0 LISA D LIEBERMAN TRUSTEE 1.00 X 0 0 0 ASHLEY LOVE TRUSTEE 1.00 X 0 0 0 TARA LUTZ TRUSTEE 1.00 X 0 0 0 TAMARA MASON TRUSTEE 1.00 X 0 0 0 TINA MOONEY TRUSTEE 1.00 X 0 0 0 ASHLEY PARKS TRUSTEE 1.00 X 0 0 0 NINFA PURCELL TRUSTEE 1.00 X 0 0 0 RHONDA RAHN TRUSTEE 1.00 X 0 0 0 KIRSTEN RODGER TRUSTEE 1.00 X 0 0 0 DARCELL SCHARFF TRUSTEE (END MAR. 2022) 1.00 X 0 0 0 CHERYLEE SHERRY TRUSTEE 1.00 X 0 0 0 JODY VOGELZANG TRUSTEE (END MAR. 2022) 1.00 X 0 0 0 TARA LUTZ SPEAKER OF THE HOUSE 1.00 X 0 0 0 CHARITY BISHOP SPEAKER OF THE HOUSE (END MAR. 2022) 1.00 X 0 0 0 TAMMY DILLARD-STEELS CEO (END DEC. 2022) 40.00 X 183956 0 14971 DANIEL ANBIAH DIRECTOR FINANCE AND ADMIN. 40.00 X 118645 0 8372 302601 0 23343 2 0 1 0 UNIVERSITY OF WASHINGTON 12455 COLLECTIONS DRIVE CHICAGO IL 60693 ARTHRITIS RESEARCH 118519 1 182436 1206477 240616 1629529 ANNUAL MEETING 624190 257280 257280 PUBLICATIONS 624190 85013 85013 OTHER PROGRAM INCOME 624190 28856 28856 371149 63234 63234 361607 361607 44000 18883 25117 25117 25117 JOB POSTING 541800 13866 13866 13866 2464502 371149 13866 449958 X 57770 57770 325943 32594 283403 9946 1000250 549266 342271 108713 32239 17613 11139 3487 74536 37931 29065 7540 100791 44834 46835 9122 18646 18646 49530 49530 576864 504458 71429 977 3570 2500 1070 80436 28232 40295 11909 20185 9683 7193 3309 158520 55482 71334 31704 12486 8341 3395 750 29628 26702 2926 37792 12386 18328 7078 6197 6197 PRINTING & PUBLICATIONS 43981 34600 9201 180 UBIT TAXES 210 210 2629574 1422392 1012467 194715 79284 23155 250022 130042 90569 57992 61084 69871 102653 66102 447775 283983 189854 163792 2248104 1854850 666930 7206 7206 3028776 3039940 220550 253626 134999 126560 268919 902089 624468 1282275 X 1994631 1430917 409677 326748 2404308 1757665 3028776 3039940 -165072 -481571 0 X X 0 1 X 1 0 X 790629 1499357 1133364 1865796 1629529 6918675 562323 627892 650327 374771 371149 2586462 1352952 2127249 1783691 2240567 2000678 9505137 19270 19270 0 19270 19270 9485867 524104 538678 509221 542551 424841 2539395 2395 4376 3288 683 10742 526499 543054 509221 545839 425524 2550137 1879451 2670303 2292912 2786406 2426202 12055274 0.78690 0.77340 0.21150 0.22410 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 0 0 0 0 0 0 1 4132 4132 0 PART II-B, LINE 1: SALARIES AND BENEFITS 380483 -69437 7500 303546 355325 32694 7536 380483 311654 48869 5000 198 355325 266160 45494 311654 279496 -10336 3000 266160 0.28000 0.72000 0 0 297705 151333 146372 42770 32526 10244 107300 100124 7176 163792 LEASE LIABILITY 902089 902089 X 1982931 -481571 -481571 2464502 0 2464502 2629574 0 2629574 0 2629574 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. 1 SCHOLARSHIPS 60 49770 FELLOWSHIPS 6 8000 PART I, LINE 2: 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. X X X 0 0 0 0 0 0 0 0 0 TAMMY DILLARD-STEELS CEO (END DEC. 2022) 183956 0 0 0 0 0 5793 0 9178 0 198927 0 0 0 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.