2023-11-03T09:52:01-05:00 2022-12-31 410746749 CLIFTONLARSONALLEN LLP 901 NORTH GLEBE ROAD SUITE 200 ARLINGTON VA 22203 990 2022-01-01 300652791 SOCIETY FOR HEALTHCARE EPIDEMIOLOGY OF AMERICA EDUCATION & RESEARCH FOUNDATION SOCI 7032990108 4040 WILSON BOULEVARD 300 ARLINGTON VA 22203 BARTON GROH VP, FINANCE & ADMINISTRATION 7032990108 2023-11-02 1 BARTON GROH 999009999 0 ROBERT WILLIAMS P01345960 5712279500 2023-10-31 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z SHEA FOUNDATION KRISTY WEINSHEL 4040 WILSON BOULEVARD 300 ARLINGTON VA 22203 177955 0 X WWW.SHEA-ONLINE.ORG/FOUNDATION.ASPX X 2010 VA DEDICATED TO ADVANCING THE FIELD OF HEALTHCARE EPIDEMIOLOGY, INFECTION PREVENTION AND ANTIMICROBIAL STEWARDSHIP THROUGH EDUCATION AND RESEARCH. 10 10 0 30 0 0 140818 171288 20000 6667 0 0 0 0 160818 177955 61000 101500 0 0 0 0 0 0 0 161286 254876 222286 356376 -61468 -178421 243102 140096 13816 89231 229286 50865 X THE SHEA EDUCATION & RESEARCH FOUNDATION, FORMED IN 2011, IS DEDICATED TO ADVANCING THE FIELD OF HEALTHCARE EPIDEMIOLOGY, INFECTION PREVENTION AND ANTIMICROBIAL STEWARDSHIP THROUGH EDUCATION AND RESEARCH. 0 0 331406 101500 6667 EDUCATION & RESEARCH: SHEA FOUNDATION CONTINUED WITH THE WORK UNDER THE BECTON DICKINSON (BD) GRANT TO CONTINUE TO PROMOTE ACCESS TO THE PREVENTION COURSE IN HEALTHCARE ASSOCIATED INFECTION KNOWLEDGE AND CONTROL CALLED PREVENTION CHKC PREVENTION CHKC IS AN ONLINE COURSE DESIGNED TO TRAIN FRONTLINE HEALTHCARE PERSONNEL, DEFINED AS THOSE "RESPONSIBLE FOR DIRECT PATIENT CARE" IN BEST PRACTICES TO PREVENT AND CONTROLS HAI'S AND PATHOGENS THAT CAN SPREAD IN THE HEALTHCARE SETTING. SHEA FOUNDATION PROVIDES SCHOLARSHIPS AND AWARDS TO FUND RESEARCH AND EDUCATION NEEDS OF PROFESSIONALS IN THE FIELD OF HEALTHCARE EPIDEMIOLOGY, INFECTION PREVENTION AND ANTIBIOTIC STEWARDSHIP GLOBALLY. THESE AWARDS RECOGNIZE THE CONTRIBUTIONS AND ACCOMPLISHMENTS OF OUR MEMBERS THAT EITHER HAVE HAD OR WILL HAVE A MEANINGFUL IMPACT ON THE FIELD. THE RESEARCH SCHOLAR PROGRAM AND EPI PROJECT COMPETITION ARE TWO GRANT PROGRAMS FUNDED BY THE SHEA EDUCATION AND RESEARCH FOUNDATION AND FACILITATED BY THE SHEA RESEARCH COMMITTEE. THE PURPOSE OF THE PROGRAMS IS TO SUPPORT AND MENTOR EARLY INVESTIGATORS IN THE FIELD OF HEALTHCARE EPIDEMIOLOGY AND ANTIBIOTIC STEWARDSHIP RESEARCH. THESE PROGRAMS MAKE RESEARCH FUNDING AVAILABLE FOR EARLY INVESTIGATORS TO CONDUCT STUDIES THAT CAN SHAPE OUR UNDERSTANDING OF INFECTION PREVENTION, ANTIBIOTIC STEWARDSHIP, AND IMPLEMENTATION SCIENCE. 331406 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 0 0 1 0 1 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 10 10 0 1 0 0 0 1 1 1 1 0 0 1 1 1 1 0 0 0 0 0 X BARTON GROH 7032990200 4040 WILSON BOULEVARD SUITE 300 ARLINGTON VA 22203 X MARY HAYDEN MD CHAIR 2.00 2.00 X X 0 0 0 DEBORAH S YHOKOE MD MPH VICE CHAIR 2.00 X X 0 0 0 DAVID K HENDERSON MD PAST CHAIR 2.00 X X 0 0 0 SILVIA MUNOZ-PRICE MD PHD TREASURER 2.00 2.00 X X 0 0 0 DAVID J WEBER MD MPH SECRETARY 2.00 X X 0 0 0 HULA A AMER MD MPH PHD CIC MEMBER 1.00 X 0 0 0 MARCI DREES MD MS MEMBER 1.00 X 0 0 0 LONA MODY MD MEMBER 1.00 X 0 0 0 CLARE ROCK MD MS MEMBER 1.00 X 0 0 0 THOMAS TALBOT MD MPH MEMBER 1.00 X 0 0 0 KRISTY WEINSHEL EXECUTIVE DIRECTOR 2.00 38.00 X 0 0 0 BARTON GROH VP FINANCE & ADMIN 2.00 38.00 X 0 0 0 0 0 0 0 0 0 1 0 150000 21288 171288 COVER REVENUES 812900 6667 6667 6667 177955 6667 0 0 X 60000 60000 41500 41500 38421 31103 7318 3386 3386 13710 13710 72848 72564 284 32375 32375 38794 38522 272 4500 4500 50842 50842 356376 331406 24970 0 70527 53796 172575 86300 243102 140096 13816 89231 13816 89231 X -145447 -273209 374733 324074 229286 50865 243102 140096 -178421 0 X 0 1 X 1 0 X X X 1 SOCIETY FOR HEALTHCARE EPIDEMIOLOGY 581410314 10 1 0 0 1 0 0 1 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 SCHEDULE A, PART IV, SECTION A, LINE 3B DETERMINATION IS MADE ON A CONTINUAL BASIS THROUGH THE MONITORING OF SUPPORTED ORGANIZATION REVENUES AND INVESTMENT INCOME, IN ACCORDANCE WITH THE REQUIREMENTS OF THE SECTION 509(A)(2) PUBLIC SUPPORT TEST. SCHEDULE A, PART IV, SECTION A, LINE 3C SOCIETY FOR HEALTHCARE EPIDEMIOLOGY OF AMERICA EDUCATION & RESEARCH FOUNDATION DOES NOT PROVIDE DIRECT SUPPORT TO ITS SUPPORTED ORGANIZATION. RATHER, IT PURSUES CHARITABLE PURPOSES THAT FURTHER THE EDUCATIONAL PURPOSES OF THE ORGANIZATION IT SUPPORTS. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 DUE TO SHEA 89231 89231 1 EAST ASIA 0 0 GRANTS RESEARCH GRANT 7250 NORTH AMERICA 0 0 GRANTS PROGRAM GRANT AWARD 1500 SOUTH AMERICA 0 0 GRANTS RESEARCH GRANT 6000 SOUTH ASIA 0 0 GRANTS RESEARCH GRANT 15500 SUB-SAHARAN AFRICA 0 0 GRANTS RESEARCH GRANT 9500 MIDDLE EAST AND NORTH AMERICA 0 0 GRANTS RESEARCH GRANT 1750 0 0 0 0 0 0 41500 0 41500 0 RESEARCH GRANT EAST ASIA 5 7250 WIRE TRANSFER PROGRAM GRANT AWARD NORTH AMERICA 1 1500 WIRE TRANSFER RESEARCH GRANT SOUTH AMERICA 1 6000 WIRE TRANSFER RESEARCH GRANT SOUTH ASIA 8 15500 WIRE TRANSFER RESEARCH GRANT SUB-SAHARAN AFRICA 2 9500 WIRE TRANSFER RESEARCH GRANT MIDDLE EAST AND NORTH AFRICA 1 1750 WIRE TRANSFER 0 0 0 0 0 0 PART I, LINE 2: FELLOWSHIP AND RESEARCH AWARDS ARE REQUIRED TO SUBMIT WRITTEN DOCUMENTATION POST GRANT PERIOD. PART III ACCOUNTING METHOD: 1 YALE UNIVERSITY PO BOX 208241 NEW HAVEN CT 065208241 060646973 501(C)3 20000 0 RESEARCH GRANT BOSTON UNIVERSITY 233 BAY STATE ROAD BOSTON MA 02215 042103547 501(C)3 40000 0 RESEARCH GRANT 2 0 PART I, LINE 2: APPLICATIONS FOR TRAVEL GRANT AWARDS AND SCHOLARSHIPS ARE SOLICITED BY EMAIL BLASTS, SOCIAL MEDIA AND THROUGH ALUMNI CONTACTS. COMMITTEE MEMBERS REVIEW THE APPLICATIONS, RANK THE APPLICANTS, AND FINALIZE AWARD WINNERS ON A COMMITTEE CALL. NO MONITORING IS NEEDED AFTER PAYMENT AS THE SCHOLARSHIPS AND GRANTS ARE AWARDED BASED ON CONFERENCE ATTENDANCE AND/OR A BODY OF PAST PERFORMANCE AND ARE INTENDED TO PROVIDE REIMBURSEMENT FOR TRAVEL EXPENSES AND CONFERENCE REGISTRATION COSTS. 0 0 0 0 0 0 0 0 0 FORM 990, PART VII, SECTION A, LINE 5 SOCIETY FOR HEALTHCARE EPIDEMIOLOGY OF AMERICA FOUNDATION (SHEAF) IS A CONTROLLED ENTITY OF SOCIETY FOR HEALTHCARE EPIDEMIOLOGY OF AMERICA (SHEA) AND SHARES EXPENSES WITH IT. SHEA HAS ENTERED INTO AN AGREEMENT WITH INFECTIOUS DISEASES SOCIETY OF AMERICA (IDSA), AN UNRELATED NONPROFIT ORGANIZATION EXEMPT UNDER SECTION 501(C)(6) OF THE IRC, TO PROVIDE FACILITIES, MANAGEMENT AND ADMINISTRATIVE SERVICES. UNDER THE TERMS OF THIS AGREEMENT, SHEA REIMBURSES IDSA AT COST FOR ALL ALLOCATED SALARY AND BENEFITS OF THE SHEA AND SHEAF PROFESSIONAL STAFF PAID BY IDSA AND AN ALLOCATION OF ADMINISTRATIVE SALARIES AND OVERHEAD. TOTAL EXPENSE REIMBURSEMENTS INCURRED TO IDSA FOR THE YEAR ENDED DECEMBER 31, 2022 TOTALED $2,727,261. THE SHEAF OFFICERS COVERED BY THIS AGREEMENT ARE: KRISTY WEINSHEL, EXECUTIVE DIRECTOR AND BARTON GROH, VICE PRESIDENT FINANCE AND ADMINISTRATION. FORM 990, PART VI, SECTION A, LINE 1A THE BOARD OF DIRECTORS DELEGATES AUTHORITY TO THE EXECUTIVE COMMITTEE FOR MANAGEMENT OF THE FOUNDATION WHEN THE BOARD IS NOT IN SESSION, CONSISTENT WITH ANY POLICIES ESTABLISHED BY THE BOARD. FORM 990, PART VI, SECTION A, LINE 3 SHEA FOUNDATION HAS, INDIRECTLY, THROUGH THE SOCIETY FOR HEALTHCARE EPIDEMIOLOGY OF AMERICA (SHEA), A RELATED ORGANIZATION, CONTRACTED WITH THE INFECTIOUS DISEASES SOCIETY OF AMERICA (IDSA), A 501(C)(6) ORGANIZATION, FOR THE PROVISION OF MANAGEMENT SERVICES. SHEA, SHEA FOUNDATION AND IDSA'S EXEMPT PURPOSES ARE CONGRUENT: IDSA'S PURPOSE IS TO IMPROVE THE HEALTH OF INDIVIDUALS, COMMUNITIES, AND SOCIETY BY PROMOTING EXCELLENCE IN PATIENT CARE, EDUCATION, RESEARCH, AND PUBLIC HEALTH, AND BY FACILITATING THE PREVENTION OF INFECTIOUS DISEASES, WHILE SHEA FOUNDATION'S PURPOSE IS TO ADVANCE THE APPLICATION OF THE SCIENCE OF HEALTHCARE EPIDEMIOLOGY, AND TO PREVENT AND CONTROL INFECTIONS IN HEALTHCARE SETTINGS. FORM 990, PART VI, SECTION A, LINE 7A ALL MEMBERS OF THE FOUNDATION'S BOARD OF DIRECTORS ARE APPOINTED BY THE SOCIETY FOR HEALTHCARE EPIDEMIOLOGY OF AMERICA, A RELATED SECTION 501(C)(6) MEMBERSHIP ASSOCIATION. FORM 990, PART VI, SECTION A, LINE 7B AMENDMENTS TO THE BYLAWS ARE SUBJECT TO THE APPROVAL OF THE SOCIETY FOR HEALTHCARE EPIDEMIOLOGY OF AMERICA, A RELATED SECTION 501(C)(6) MEMBERSHIP ASSOCIATION. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS REVIEWED BY THE EXECUTIVE DIRECTOR AND IDSA'S VP OF FINANCE. A COPY OF THE FORM 990 IS THEN PROVIDED TO EACH MEMBER OF THE BOARD OF DIRECTORS BEFORE IT IS FILED. FORM 990, PART VI, SECTION B, LINE 12C CONFLICT OF INTEREST DISCLOSURES ARE REQUIRED FROM ALL EMPLOYEES, OFFICERS, AND VOLUNTEERS ACTING AS PART OF GOVERNING COMMITTEES OF SHEA ON AN ANNUAL BASIS. FAILURE TO SUBMIT THE REQUIRED DISCLOSURE AFTER REASONABLE REMINDERS RESULTS IN TERMINATION OF THAT INDIVIDUAL FROM HIS OR HER POSITION ON THE BOARD OR COMMITTEE. PLANNERS AND FACULTY OF ALL EDUCATIONAL PROGRAMS ARE REQUIRED TO COMPLY WITH THIS POLICY, IN ACCORDANCE WITH ACCME REQUIREMENTS. FAILURE TO DISCLOSE RESULTS IN REMOVAL FROM PARTICIPATION IN THE TRAINING OR EDUCATIONAL SESSION. MONITORING AND ENFORCEMENT OF THIS POLICY OCCURS BETWEEN THE EXECUTIVE DIRECTOR AND THE COI COMMITTEE. WITHIN THE EDUCATIONAL PROGRAMMING AREA, THE DIRECTOR OF EDUCATION AND THE PROGRAM CHAIRS REVIEW AND MEDIATES ANY CONFLICTS. A DESIGNATED MEMBER OF THE BOARD IS TASKED WITH MONITORING THE POLICY. ANY CONFLICTED MEMBER MUST ABSTAIN FROM VOTING ON THE MATTER. FORM 990, PART VI, SECTION B, LINE 15 THE EXECUTIVE DIRECTOR AND VP-FINANCE ARE EMPLOYED BY THE MANAGEMENT COMPANY. PART OF THEIR DUTIES INCLUDE PROVIDING MANAGMENT SERVICES TO SHEA FOUNDATION. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE NOT GENERALLY MADE AVAILABLE TO THE PUBLIC, BUT IF REQUESTS FOR COPIES OF THESE DOCUMENTS WERE RECEIVED, THE FOUNDATION WOULD CONSIDER MAKING THEMAVAILABLE TO THE REQUESTOR. FORM 990, PART IX, LINE 11G OTHER PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 72,564. MANAGEMENT AND GENERAL EXPENSES 284. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 72,848. SOCIETY FOR HEALTHCARE EPIDEMIOLOGY 4040 WILSON BLVD STE 300 ARLINGTON VA 22203 581410314 FOSTER THE DEVELOPMENT AND APPLICATION OF THE SCIENCE OF HOSPITAL EPIDEMIOLO NJ 501(C)(6) 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 1 1 0 0 SOCIETY FOR HEALTHCARE EPIDEMIOLOGY OF AMERICA Q 98188 COST SOCIETY FOR HEALTHCARE EPIDEMIOLOGY OF AMERICA E 70916 COST SOCIETY FOR HEALTHCARE EPIDEMIOLOGY OF AMERICA C 150000 CASH