2017-01-09T07:55:41-06:00 2016-08-31 521855942 Tate and Tryon 2021 L Street NW Suite 400 Washington DC 20036 990 2015-09-01 520886491 SOCIETY OF HEALTH AND PHYSICAL EDUCATORS SOCI 7034763400 1900 ASSOCIATION DRIVE RESTON VA 201919537 E PAUL ROETERT CEO 7034763400 2017-01-09 1 Elizabeth Heller P00397829 2022932200 2015 2017-02-10 21:41:12Z SHAPE AMERICA E PAUL ROETERT 1900 ASSOCIATION DRIVE RESTON VA 201919537 12572511 0 X WWW.SHAPEAMERICA.ORG X 1969 DC EDUCATIONAL ASSOCIATION WHOSE MISSION IS TO PROMOTE AND SUPPORT LEADERSHIP, RESEARCH, EDUCATION, AND BEST PRACTICES IN THE PROFESSIONS THAT SUPPORT CREATIVE, HEALTHY, AND ACTIVE LIFESTYLES. 11 11 63 18500 80395 0 5432746 5370855 2077690 2061294 264858 353989 1692353 1292721 9467647 9078859 618323 142024 0 0 4500720 4592803 0 0 442550 4937461 4340440 10056504 9075267 -588857 3592 8883767 9056034 3573957 3671793 5309810 5384241 X TO PROMOTE AND SUPPORT LEADERSHIP, RESEARCH, EDUCATION, AND BEST PRACTICES IN THE PROFESSIONS THAT SUPPORT CREATIVE, HEALTHY, AND ACTIVE LIFESTYLES; INCLUDING HEALTH EDUCATION, PHYSICAL EDUCATION, RECREATION EDUCATION, AND DANCE EDUCATION. 0 0 1570472 31919 722434 PUBLIC EDUCATION PROGRAMS:--JOINT PROJECTS WITH THE AMERICAN HEART ASSOCIATION (JUMP ROPE FOR HEART AND HOOPS FOR HEART) PROVIDING SCHOOL CHILDREN WITH LEARNING OPPORTUNITIES REGARDING THE BENEFITS OF A HEART HEALTHY AND PHYSICALLY ACTIVE LIFESTYLE AND THE IMPORTANCE OF VOLUNTEER WORK. --LET'S MOVE! ACTIVE SCHOOLS IS A PHYSICAL ACTIVITY AND PHYSICAL EDUCATION SOLUTION TO ENSURE 60 MINUTES OF PHYSICAL ACTIVITY IS THE NEW NORM FOR SCHOOLS. 10,704 SCHOOLS SIGNED UP FOR LET'S MOVE! ACTIVE SCHOOLS DURING THE YEAR AND FUNDING WAS PROVIDED FOR MORE THAN 1,000CHAMPIONS TO BE TRAINED THROUGH THE PHYSICAL ACTIVITY LEADER LEARNING SYSTEM. --THE PRESIDENTIAL YOUTH FITNESS PROGRAM PROVIDES A MODEL FOR FITNESS EDUCATION THAT INCLUDES A HEALTH-RELATED FITNESS ASSESSMENT, AS WELL AS EDUCATIONAL AND MOTIVATIONAL TOOLS, TO SUPPORT TEACHERS AND EMPOWER STUDENTS TO ADOPT AN ACTIVE LIFESTYLE. THE PROGRAM FUNDED 1,010 SCHOOLS AND TRAINED 495 TEACHERS VIRTUALLY AND 478 PHYSICAL EDUCATORS VIA IN-PERSON TRAINING. 1537382 1480193 NATIONAL CONVENTION: PROVIDES CONTINUING EDUCATION AND NETWORKING OPPORTUNITIES TO OVER 4,500 ATTENDEES. ENCOURAGES THE EXCHANGE OF DIVERSE OPINIONS, AND PROVIDES OPPORTUNITIES TO REVIEW THE LATEST EQUIPMENT AND RESOURCE TOOLS AVAILABLE TO THE PROFESSIONS WE SERVE. OFFERING OVER 700 PROGRAMS AND EVENTS, THE CONVENTION PROVIDES THE OPPORTUNITY TO CONNECT WITH OTHER PROFESSIONALS, ENHANCE SKILLS AND KNOWLEDGE, EXCHANGE EXPERIENCES, AND STRENGTHEN THE PROFESSION. PROGRAM OFFERINGS STRENGTHEN THE SKILLS OF VETERANS AND FUTURE PROFESSIONALS ALIKE, AS WELL AS PROVIDing CONTINUING EDUCATION CREDITS. 1310052 6026 MEMBERSHIP PROGRAMS: INCLUDING VARIOUS PROGRAMS TO ENHANCE MEMBER AND NON-MEMBER PROFESSIONALS IN PHYSICAL EDUCATION, SCHOOL BASED HEALTH EDUCATION, AND PHYSICAL ACTIVITY. MAJOR ACTIVITIES INCLUDE MEMBERSHIP SERVICES, AFFILIATE SERVICES, MEMBER COMMUNICATIONS (NEWSLETTERS, WEB COMMUNICATIONS, SOCIAL MEDIA COMMUNICATIONS ETC.). PROVIDING THE LATESTNEWS AFFECTING THE DISCPLINES WE SERVE; CONNECTION TO THE PROFESSIONAL COMMUNITY OF EXPERTS AND PRACTIONERS; AND MEMBER DIRECTED MARKETING. 988790 1390 27057 PROGRAM QUALITY: VARIOUS PROGRAMS TO ENHANCE MEMBER AND NON-MEMBER PROFESSIONALS IN THE DISCIPLINES WE SERVE INCLUDING DEVELOPMENT AND DISSEMINATION OF BEST PRACTICES AND NATIONAL STANDARDS FOR PHYSICAL EDUCATION, SCHOOL BASED HEALTH EDUCATION, AND PHYSICAL ACTIVITY;FACILITATING PROFESSIONAL PROGRAM ADVISORY GROUPS; AND PROFESSIONAL PROGRAM DEVELOPMENT AND EVALUATION. 456743 34050 PUBLIC RELATIONS AND OUTREACH: ADVOCATE FOR EFFECTIVE PHYSICAL EDUCATION AND SCHOOL HEALTH EDUCATION PROGRAMS AND POLICIES. 254958 GOVERNMENT GRANTS: VARIOUS DISCIPLINE RELATED GOVERNMENT GRANTS. 589418 27125 468198 OTHER PROFESSIONAL EDUCATION TRAINING EVENTS: SCHOLARLY PRESENTATIONS, STUDENT & OTHER LEADERSHIP TRAINING, AND OTHER PROFESSIONAL EDUCATION PROGRAMS INCLUDE ONGOING PROFESSIONAL DEVELOPMENT AND CONTINUING EDUCATION THROUGH CONFERENCES, SEMINARS, WORKSHOPS, AND WEBINARS; PROVIDING INFORMATION AND PROGRAMMING FOR ADMINISTRATORS AND TEACHERS REGARDING EQUITY ISSUES IN SPORTS; PROVIDING NETWORKING OPPORTUNITIES TO DEVELOP EDUCATIONAL SKILLS; PROVIDING LEADERSHIP DEVELOPMENT TRAINING TO ENHANCE THE PROFESSION. 204836 21828 PUBLICATIONS AND ONLINE COURSES: PROFESSIONAL EDUCATION PUBLICATIONS AND ONLINE COURSES PROVIDING PROFESSIONAL DEVELOPMENT, CONTINUING EDUCATION, AND DISSEMINATION OF NATIONAL STANDARDS; INFORMATION AND PROGRAMMING FOR ADMINISTRATORS AND TEACHERS; BEST PRACTICES AND PROFESSIONAL PREPARATION FOR TEACHER EDUCATORS IN THE FIELDS OF PHYSICAL EDUCATION, SCHOOL BASED HEALTH EDUCATION, SPORT, AND PHYSICAL ACTIVITY. 396494 37488 PERIODICALS: THE VARIOUS PERIODICALS OF THE ORGANIZATION ADDRESS THE NEEDS OF HEALTH EDUCATORS, PROVIDE THE LATEST RESEARCH FINDINGS ON EXERCISE AND SPORT, AND PROVIDE PRACTICAL INFORMATION AND IDEAS THAT WORK FOR SPORT AND PHYSICAL EDUCATORS OF ALL LEVELS. THE PERIODICALS INCLUDE THE AMERICAN JOURNAL OF HEALTH EDUCATION; THE JOURNAL OF PHYSICAL EDUCATION, RECREATION & DANCE; STRATEGIES: A JOURNAL FOR PHYSICAL AND SPORT EDUCATORS; AND RESEARCH QUARTERLY FOR EXERCISE AND SPORT. THE JOURNALS INCLUDE PEER REVIEWED ARTICLES AND HAVE A CIRCULATION IN EXCESS OF 21,000, AND OFFER THE MOST UP-TO-DATE INFORMATION IN DIVERSE AREAS SUCH AS TEACHING, CURRICULUM, ASSESSMENT, ADMINISTRATION, COACHING, FITNESS, PROFESSIONAL PREPARATION, RESEARCH IN THE ART AND SCIENCE OF HUMAN MOVEMENT STUDIES, MULTIDISCIPLINARY READINGS IN RESEARCH, PROGRAM EVALUATION, AND HEALTH TOPICS. 113630 47540 36962 RESEARCH, GRANTS, AND AWARDS PROGRAMS: COMMUNICATING THE RELEVANCE OF RESEARCH TO THE PRACTITIONER AND THE PUBLIC; GRANT FUNDING FOR EXPLORATION OF CRITICAL ISSUES IN THE HEALTH AND PHYSICAL EDUCATION FIELDS AND TO DISSEMINATE SUCH RESEARCH FINDINGS; AWARDS FOROUTSTANDING SERVICE TO ONE OR MORE OF THE PROFESSIONS SERVED AND VARIOUS OTHER ACHIEVEMENT awards. 21484 ALLOCATIONS TO STATE AFFILIATED ORGANIZATIONS TO ASSIST IN THE FURTHERANCE OF THEIR PROGRAMS. 3026353 110105 591533 7444259 1 1 0 1 0 0 0 0 1 1 1 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 127 0 1 63 1 1 1 0 0 0 0 0 0 0 0 0 X 11 11 0 0 0 0 1 1 1 1 1 0 1 1 1 1 1 1 1 1 1 1 0 AK AR CA CT GA IL KY MD MA MI MN MS NH NJ NM NY NC OR PA SC TN UT VA WI X LAURA MYERS 7034763400 1900 ASSOCIATION Dr RESTON VA 20191 JACKIE L LUND PRESIDENT 20.00 X X 0 0 0 STEPHEN C JEFFERIES Past PRESIDENT 20.00 X X 0 0 0 DOLLY D LAMBDIN PAST PRESIDENT (until APR 2016) 20.00 X X 0 0 0 Frances E Cleland President-Elect (AS OF APR 2016) 20.00 X X 0 0 0 MARYBELL AVERY DIRECTOR 5.00 X 0 0 0 Collin Brooks DIRECTOR (AS OF APR 2016) 5.00 X 0 0 0 CHARLENE R BURGESON DIRECTOR 5.00 X 0 0 0 RENEE COLLERAN DIRECTOR (UNTIL APR 2016) 5.00 X 0 0 0 DENNIS DOCHEFF DIRECTOR (UNTIL APR 2016) 5.00 X 0 0 0 Terri Drain DIRCECTOR (AS OF APR 2016) 5.00 X 0 0 0 ARTIE KAMIYA DIRECTOR 5.00 X 0 0 0 JUDY LOBIANCO DIRECTOR 5.00 X 700 0 0 STEVE MITCHELL DIRECTOR 5.00 X 0 0 0 HANS VAN DER MARS DIRECTOR 5.00 X 0 0 0 E Paul Roetert CEO 60.00 X 276370 0 24001 Laura L Myers VP Business & Finance 55.00 X 148711 0 17904 Elsa Ann Nygard Secretary-Treasurer 30.00 X 59736 0 13205 Geoffrey B Brehm Director of IT 50.00 X 115499 0 15931 Sandra B Sumner Director of Event Management 50.00 X 105236 0 15431 Beth C Wickline SR DIR of Professional Development 50.00 X 108910 0 11487 815162 0 97959 5 0 1 0 INDIANA UNIV RESEARCH ADMIN PO BOX 78000 DETROIT MI 48278 FULFILLMENT 500000 MARKETING GENERAL 625 N WASHINGTON ST SuiTE 450 ALEXANDRIA VA 22314 MARKETING SERVICES 273491 Freeman Audiovisual 3325 West St Suite A Las Vegas NV 89118 Audiovisual services 143284 National Emblem Inc 3925 E Vernon St Long Beach CA 90815 Award emblems design & production 111822 L & E Meridian 7400 Fullerton Road 110 Springfield VA 22153 Mailing Services 100766 5 956232 254958 4159665 5370855 CONVENTIONS 611430 1480193 1432061 48132 OTHER TRAINING EVENTS 611430 463423 458648 4775 PERIODICALS 541800 37488 10000 27488 80190 80190 2061294 222344 222344 834698 834698 35800 54845 -19045 -19045 -19045 3289924 3152346 5933 137578 -5933 131645 131645 738891 280528 458363 458363 AFFILIATED SERVICES REVENUE 900099 18705 18705 18705 9078859 2439262 80395 1188347 X 74934 74934 67090 67090 540626 322277 184599 33750 3188978 1908720 1074301 205957 108615 58736 47792 2087 481025 289703 161021 30301 273559 173719 83957 15883 55939 55939 61841 61841 24500 24500 57659 57659 1189591 933218 251767 4606 190806 171026 19619 161 589961 394961 193834 1166 193052 125620 67432 2010 2010 61476 61476 444967 372231 70655 2081 786379 764067 21485 827 15552 15552 21484 21484 175059 175059 41768 11957 29811 PRINTING & PRODUCTION 344891 263981 80910 MEMBERSHIPS 46788 43913 2875 EXPENSE ALLOCATION 0 1422912 -1565645 142733 BAD DEBT -24193 -25935 1742 60910 23135 34777 2998 9075267 7444259 1188458 442550 439330 713688 81595 62119 597527 256222 144657 10111 163293 146882 4965360 4062280 877569 903080 6565528 6948683 14268 15249 8883767 9056034 1012060 815388 1000520 924663 45433 29187 1500000 1900000 15944 2555 3573957 3671793 X 4188548 4145332 509879 627426 611383 611483 5309810 5384241 8883767 9056034 3592 70839 0 X X 0 1 X 1 0 X 7943884 5816494 5450981 5432746 5370855 30014960 1814540 2538033 2177166 3121675 2719790 12371204 9758424 8354527 7628147 8554421 8090645 42386164 0 0 0 42386164 347201 722713 798716 1025135 1092842 3986607 347201 722713 798716 1025135 1092842 3986607 1435281 53987 51595 25629 18705 1585197 11540906 9131227 8478458 9605185 9202192 47957968 0.88380 0.90700 0.08310 0.06110 X Schedule A, Part III, Line 12, Explanation of Other Income: OTHER INCOME - 2011 Amount: $ 76,134. 2012 Amount: $ 53,987. 2013 Amount: $ 51,595. 2014 Amount: $ 25,629. 2015 Amount: $ 18,705. INSURANCE PROCEEDS FROM CONVENTION CANCELLATION - 2011 Amount: $ 1,359,147. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 4110 21683 25793 8959357 8985150 599258 149815 0 0 582311 597119 662317 599258 2441005 3661508 19955 19335 19801 25793 84884 145578 149280 165579 149815 610252 915378 4561 2762 3820 4110 15253 0 1 X 637648 100 32326 8150 1945 659979 685975 100 -36901 11526 637648 636863 100 59937 10925 685975 626552 600 25842 16131 636863 481478 156235 146 11307 626552 0.00000 0.92650 0.07350 0 0 157504 157504 2715967 2149459 566508 897542 814729 82813 1194347 1098092 96255 903080 CAPITAL LEASE PAYABLE 2555 2555 9433345 70839 5933 76772 9356573 57659 -335373 -277714 9078859 9358914 5933 335373 341306 9017608 57659 57659 9075267 Part IV, Line 2b: Custodian account held for some of the units in the group exemption. Part V, Line 4: ENDOWMENT FUNDS ARE FOR RECOGNITION AWARDS FOR OUTSTANDING RESEARCH OR PERFORMANCE AND SCHOLARSHIPS ARE FOR CONTINUING EDUCATION. Part XI, Line 2d - Other Adjustments: loss on disposal of fixed assets 5,933. Part XI, Line 4b - Other Adjustments: COST OF GOODS SOLD -280,528. RENTAL EXPENSE -54,845. Part XII, Line 2d - Other Adjustments: COST OF GOODS SOLD 280,528. RENTAL EXPENSE 54,845. 1 Voice of Movement 219 West Birchwood Morton IL 61550 471994081 501(C)(3) 27125 PROGRAM SUPPORT President's Council on Fitness Sports & Nutrition 1101 Wootton Pkwy Ste 560 Rockville MD 20852 115 8131 COST INVENTORY PROGRAM SUPPORT 2 0 JOINT PROJECT GRANT 10 10620 JOINT PROJECT AWARD 2 1320 PROGRAM AWARD 1 1000 MERCHANDISE CERTIFICATE 9 9000 COST US GAMES CERTIFICATES PROFESSIONAL DEVELOPMENT GRANT 1 150 PROFESSIONAL TRAVEL GRANT 103 30700 Abernathy Scholarship 8 8150 TOMMY WILSON FUND 4 4500 MACUPE AWARD 2 850 ROBERT PATE SCHOLARSHIP 1 500 PAULDING SCHOLARSHIP 1 300 Part I, Line 2: Grants, awards, scholarships and fellowships are awarded based on an established criteria and evaluation by a committee. Research grants are made to institutions of higher education. Research grants require the grantee to provide periodic reports back to the organization. All grants are made for programs advancing the organization's exempt purpose. Grants are awarded on an objective and nondiscriminatory basis following an approved procedure. X X X X 0 0 0 0 0 0 0 0 0 E Paul Roetert CEO 276370 0 0 0 0 0 13835 0 10167 0 300372 0 0 0 Laura L Myers VP Business & Finance 148711 0 0 0 0 0 7737 0 10167 0 166615 0 0 0 Form 990, Part VI, Section A, line 1 The Executive Committee shall assist the Board of Directors in its oversight responsibilities by exercising the full powers and authority of the Board in the management of the business of the Association between regular Board meetings and in reviewing and making recommendations to the full Board as to fair and reasonable executive compensation levels. The Executive Committee shall not have any power or authority to act on: -The filling of vacancies in the Board of Directors; -The adoption, amendment, or repeal of the Bylaws; -Action on matters committed by the Bylaws or resolution of the Board of Directors to another committee of the Board; or -Action on matters pertaining to the acquisition, sale, mortgage, or pledge of real property. The Executive Committee shall consist of the President, PresidentElect, Past President and the CEO (ex officio and without a vote). The Executive Committee may meet in any manner necessary to conduct its business and shall keep regular minutes of its proceedings and report the same to the Board no later than the next meeting of the Board of Directors. Form 990, Part VI, Section A, line 6 THE ORGANIZATION HAS TWO TYPES OF MEMBERSHIP: PROFESSIONAL MEMBERSHIP AND STUDENT MEMBERSHIP. THE ORGANIZATION HAS 13,376 MEMBERS AS OF 8/31/16. Form 990, Part VI, Section A, line 7a MEMBERS ELECT THE BOARD OF DIRECTORS AND OFFICERS. Form 990, Part VI, Section A, line 7b ARTICLES OF INCORPORATION CHANGES ARE SUBJECT TO THE APPROVAL OF THE MEMBERSHIP AND BYLAWS CHANGES ARE SUBJECT TO APPROVAL OF DELEGATE ASSEMBLY. Form 990, Part VI, Section B, line 11 A COPY of the form 990 IS REVIEWED BY THE BOARD OF DIRECTORS PRIOR TO FILING. Form 990, Part VI, Section B, line 12c THE CONFLICT OF INTEREST POLICY AND A COMPLIANCE WITH CONFLICT OF INTEREST DISCLOSURE FORM IS DISTRIBUTED TO ALL OFFICERS, DIRECTORS, TRUSTEES, AND KEY EMPLOYEES ON AN ANNUAL BASIS. THE DISCLOSURE FORM IS REQUIRED TO BE COMPLETED, SIGNED, AND RETURNED TO THE ORGANIZATION AND IS MONITORED FOR RECEIPT AND COMPLIANCE. Form 990, Part VI, Section B, line 15 CEO COMPENSATION IS REVIEWED ANNUALLY AND APPROVED BY AN INDEPENDENT COMMITTEE USING COMPARABLITY DATA AND CONTEMPORANEOUS SUBSTANTIATION OF THE DELIBERATION AND DECISION. OTHER OFFICERS AND KEY EMPLOYEES COMPENSATION IS REVIEWED ANNUALLY AND APPROVED BY INDEPENDENT PERSONS USING COMPARABLITY DATA AND CONTEMPORANEOUS SUBSTANTIATION OF THE DELIBERATION AND DECISION. Form 990, Part VI, Section C, line 19 THE ORGANIZATION MAKES ITS FINANCIAL STATEMENTS, ORGANIZATIONAL DOCUMENTS AND CONFLICT OF INTEREST POLICY AVAILABLE TO THE PUBLIC UPON REASONABLE REQUEST FOR THE SAME PERIOD OF DISCLOSURE AS SET FORTH IN SECTION 6104(D). Form 990, Part IX, line 11g MAIL SERVICE: Program service expenses 36,015. Management and general expenses 57,225. Fundraising expenses 0. Total expenses 93,240. CONSULTING: Program service expenses 49,555. Management and general expenses 44,317. Fundraising expenses 0. Total expenses 93,872. OTHER CONTRACT SERVICES: Program service expenses 636,031. Management and general expenses 150,225. Fundraising expenses 4,606. Total expenses 790,862. HONORARIUMS: Program service expenses 148,493. Management and general expenses 0. Fundraising expenses 0. Total expenses 148,493. fulfillment SERVICES: Program service expenses 63,124. Management and general expenses 0. Fundraising expenses 0. Total expenses 63,124. FORM 990 PART XII LINE 2C: THE PROCESS FOR OVERSEEING THE AUDIT OF THE FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT THAT AUDITED THE FINANCIAL STATEMENTS WAS CONSISTENT WITH PRIOR YEARS.