2024-11-13T23:54:52-06:00 2023-12-31 410746749 CLIFTONLARSONALLEN LLP 901 NORTH GLEBE ROAD SUITE 200 ARLINGTON VA 22203 990 2023-01-01 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 2024-11-12 1 1 ROBERT WILLIAMS P01345960 5712279500 2024-11-12 2023 2024-10-15 13:58:12Z SHEA FOUNDATION KRISTY WEINSHEL 4040 WILSON BOULEVARD 300 ARLINGTON VA 22203 383366 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. 14 14 0 14 0 0 171288 383356 6667 0 0 10 0 0 177955 383366 101500 121750 0 0 0 0 0 0 50064 254876 256405 356376 378155 -178421 5211 140096 95647 89231 39571 50865 56076 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 302891 121750 0 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. 302891 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 0 0 1 1 1 0 0 0 0 1 1 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 14 14 0 1 0 0 0 1 1 1 1 0 0 1 1 1 1 1 1 0 0 0 X BARTON GROH VP FINANCE & ADMINISTRATION 7032990200 4040 WILSON BLVD STE 300 ARLINGTON VA 22203 X SHARON WRIGHT MD CHAIR 0.50 2.00 X X 0 0 0 TOM TALBOT MD MPH VICE CHAIR 0.50 2.00 X X 0 0 0 L SILVIA MUNOZ-PRICE MD PHD TREASURER 0.50 2.00 X X 0 0 0 MARY HAYDEN MD PAST CHAIR 0.50 0.00 X X 0 0 0 HALA AMER MD MPH PHD CIC COUNCILOR 0.50 1.00 X 0 0 0 MARCI DREES MD MPH COUNCILOR 0.50 1.00 X 0 0 0 JENNIE KWON DO MSCI COUNCILOR 0.50 0.00 X 0 0 0 THOMAS J SANDORA MD MPH COUNCILOR 0.50 1.00 X 0 0 0 KRISTY WEINSHEL EXECUTIVE DIRECTOR 0.50 37.00 X 0 0 0 BARTON GROH VICE PRESIDENT, FINANCE AND ADMINISTRATION 0.50 1.00 X 0 0 0 0 0 0 0 0 0 1 0 325000 58356 383356 10 10 383366 0 0 10 X 40000 40000 32000 32000 49750 49750 52699 42216 10483 2329 2329 8058 8058 113061 63045 50016 48 48 8408 6677 1731 71802 69203 2599 378155 302891 25200 50064 53796 95647 86300 140096 95647 4250 89231 35321 89231 39571 X -273209 21191 324074 34885 50865 56076 140096 95647 5211 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 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. 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 35321 35321 1 EAST ASIA AND THE PACIFIC 0 0 GRANTS TO RECIPIENTS LOCATED IN THE REGION RESEARCH GRANT 6000 NORTH AMERICA 0 0 GRANTS PROGRAM GRANT AWARD 20000 CENTRAL AMERICA AND THE CARIBBEAN 0 0 GRANTS TO RECIPIENTS LOCATED IN THE REGION RESEARCH GRANT 2000 SOUTH ASIA 0 0 GRANTS TO RECIPIENTS LOCATED IN THE REGION RESEARCH GRANT 8750 SUB-SAHARAN AFRICA 0 0 GRANTS TO RECIPIENTS LOCATED IN THE REGION RESEARCH GRANT 9750 SOUTH AMERICA 0 0 GRANTS TO RECIPIENTS LOCATED IN THE REGION RESEARCH GRANT 3250 0 0 0 0 0 0 49750 0 49750 NORTH AMERICA EPI COMPETITION AWARD 20000 WIRE TRANSFER 0 N/A N/A 1 0 GRANTS TO RECEPIENTS SOUTH AMERICA 3 3250 WIRE TRANSFER N/A N/A GRANTS TO RECEPIENTS SOUTH ASIA 7 8750 WIRE TRANSFER N/A N/A GRANTS TO RECEPIENTS CENTRAL AMERICA AND THE CARIBBEAN 1 2000 WIRE TRANSFER N/A N/A GRANTS TO RECEPIENTS EAST ASIA AND THE PACIFIC 3 6000 WIRE TRANSFER N/A N/A GRANTS TO RECEPIENTS SUB-SAHARAN AFRICA 5 9750 WIRE TRANSFER N/A N/A 0 0 0 0 0 0 PART I, LINE 2: RESEARCH AWARDS ARE REQUIRED TO SUBMIT WRITTEN DOCUMENTATION POST GRANT PERIOD. 1 RUSH UNIVERSITY MEDICAL CENTER 1653 W CONGRESS PARKWAY CHICAGO IL 60612 362117482 501(C)(3) 40000 0 N/A N/A RESEARCH GRANT 1 0 SOCIETY AWARDS 9 10500 N/A N/A EPI PROJECT FINALIST AWARD 3 4500 N/A N/A SCHOLARSHIP AWARDS 16 15500 N/A N/A RESEARCH AWARD 1 1500 N/A N/A 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 MANAGEMENT FEE PAID TO IDSA FOR THE YEAR ENDED DECEMBER 31, 2023 TOTALED $1,523,043. 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. THE PROCESS DESCRIBED HERE WAS LAST COMPLETED IN 2023. 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 63,045. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 50,016. TOTAL EXPENSES 113,061. 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 0 0 0 SOCIETY FOR HEALTHCARE EPIDEMIOLOGY OF AMERICA E 35321 COST SOCIETY FOR HEALTHCARE EPIDEMIOLOGY OF AMERICA C 325000 CASH SOCIETY FOR HEALTHCARE EPIDEMIOLOGY OF AMERICA P 174191 COST