2025-11-12T12:04:16-06:00 2024-12-31 521186096 RUBINO AND COMPANY CHARTERED 6903 ROCKLEDGE DRIVE SUITE 300 BETHESDA MD 208171818 990 2024-01-01 237299881 SOCIETY FOR PUBLIC HEALTH EDUCATION INC SOCI 2024089804 1680 DUKE STREET 550 ALEXANDRIA VA 22314 WILLIAM DATEMA CHIEF EXECUTIVE OFFICER 2024089804 2025-11-12 1 0 KAY VOLLANS CPA P01404047 3015643636 2024 2025-03-06 01:10:19Z X WILLIAM DATEMA 1680 DUKE STREET 550 ALEXANDRIA VA 22314 1850557 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. 19 19 8 52 10331 0 1245076 533691 677395 501681 105106 165715 387249 412027 2414826 1613114 67400 45746 0 0 875178 966934 0 0 265743 1419072 1193375 2361650 2206055 53176 -592941 2674218 2545460 727912 1212966 1946306 1332494 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 450775 303176 MEETINGS:SOPHE PROVIDES EDUCATIONAL OPPORTUNITIES FOR HEALTH EDUCATION RESEARCHERS, FACULTY, PRACTITIONERS, AND STUDENTS BY CONDUCTING AN ANNUAL CONFERENCE. THE 2024 ANNUAL CONFERENCE WAS HELD IN ST. LOUIS, MISSOURI, WHICH WAS SOPHE'S 75TH ANNUAL MEETING. 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 PROFESSIONALS 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. 164995 3000 126311 JOURNALS & PUBLICATIONS:IN 2024, 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. 112340 2450 72194 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. IN 2024, SOPHE PARTNERED WITH NCHEC TO BEGIN THE THIRD ITERATION OF THE HEALTH EDUCATION SPECIALISTS PRACTICE ANALYSIS (HESPA III). 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. 77046 40296 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. 77046 40296 805156 1 1 0 0 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 44 0 1 8 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 19 19 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 1680 DUKE STREET 550 ALEXANDRIA VA 22314 WILLIAM DATEMA CEO 40.00 X 190712 0 29650 DANIEL ANBIAH CFO 40.00 X 131664 0 20702 MARICELA ARIAS-CANTU DEPUTY CEO 40.00 X 114023 0 15202 LEONARD JACK PRESIDENT 5.00 X X 0 0 0 HEIDI HANCHER-RAUCH PRESIDENT ELECT 2.00 X X 0 0 0 DAVID BROWN TREASURER 2.00 X X 0 0 0 ALEXIS BLAVOS SECRETARY 2.00 X X 0 0 0 ELLEN ROBERTSON SECRETARY (END MAR 2024) 2.00 X X 0 0 0 RAFFY LUQUIS IMMEDIATE PAST PRESIDENT 1.00 X X 0 0 0 AMY THOMPSON IMMEDIATE PAST PRES. (END MAR 2024) 1.00 X X 0 0 0 MICHELE BILDER TRUSTEE (END MAR 2024) 1.00 X 0 0 0 JODI BROOKINS-FISHER TRUSTEE 1.00 X 0 0 0 MEGHAN BURROUGHS TRUSTEE 1.00 X 0 0 0 JOANNE CHOPAK-FOSS TRUSTEE 1.00 X 0 0 0 ANTONIO GARDNER TRUSTEE (END MAR 2024) 1.00 X 0 0 0 TORI GASON TRUSTEE (END MAR 2024) 1.00 X 0 0 0 CAITLYN JASUMBACK TRUSTEE 1.00 X 0 0 0 DEE JORDAN TRUSTEE 1.00 X 0 0 0 MARK KELLEY TRUSTEE 1.00 X 0 0 0 SALLY KLIMEK TRUSTEE (END MAR 2024) 1.00 X 0 0 0 MAURICIA TRICIA LEWIS TRUSTEE 1.00 X 0 0 0 SHANNA LIVERMORE TRUSTEE (END MAR 2024) 1.00 X 0 0 0 ASHLEY LOVE TRUSTEE (END MAR 2024) 1.00 X 0 0 0 TAMARA MASON TRUSTEE (END MAR 2024) 1.00 X 0 0 0 ZAZIA OWENS TRUSTEE 1.00 X 0 0 0 ASHLEY PARKS TRUSTEE (END MAR 2024) 1.00 X 0 0 0 MIGUEL PEREZ TRUSTEE 1.00 X 0 0 0 KIMBERLY PRICE TRUSTEE 1.00 X 0 0 0 RHONDA RAHN TRUSTEE 1.00 X 0 0 0 KENDALL SMITH TRUSTEE 1.00 X 0 0 0 NICOLE SMITH TRUSTEE 1.00 X 0 0 0 ERIN SWEENEY TRUSTEE 1.00 X 0 0 0 436399 0 65554 3 0 1 0 0 156750 73714 303227 533691 ANNUAL MEETING 624190 330045 330045 PUBLICATIONS 624190 150580 150580 OTHER PROGRAM INCOME 624190 21056 21056 501681 102161 102161 401696 401696 300997 237443 63554 63554 63554 JOB POSTING 541800 10331 10331 10331 1613114 501681 10331 567411 X 45746 45746 501954 149767 289069 63118 378107 45388 240142 92577 16407 2142 10381 3884 3069 3069 67397 15028 41100 11269 13904 13904 59413 175 59238 410652 318140 79054 13458 3120 3000 120 58371 15821 31170 11380 16895 3710 10146 3039 191615 42076 115074 34465 44615 21109 20886 2620 103596 97137 3319 3140 17384 17384 115622 25389 69437 20796 8848 1713 7135 MISCELLANEOUS EXPENSES 125857 125857 PRINTING & PUBLICATIONS 23405 18815 1740 2850 PROFESSIONAL DEVELOPMEN 78 78 2206055 805156 1135156 265743 28476 19949 31 0 117187 82050 58584 69334 201709 146259 119432 55450 2047418 1916585 295884 402092 7206 0 2674218 2545460 233697 258466 146988 159545 177200 386503 170027 408452 727912 1212966 X 1583196 954611 363110 377883 1946306 1332494 2674218 2545460 -592941 -20871 0 X X 0 1 X 1 0 X 1133364 1865796 1629529 1245076 533691 6407456 650327 374771 371149 677395 501681 2575323 1783691 2240567 2000678 1922471 1035372 8982779 15000 15000 0 15000 15000 8967779 509221 542551 424841 445180 503857 2425650 3288 683 3971 509221 545839 425524 445180 503857 2429621 2292912 2786406 2426202 2367651 1539229 11412400 0.78580 0.80160 0.21290 0.19680 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 338263 27870 7500 7571 351062 303546 42335 7500 118 338263 380483 -69437 7500 303546 355325 32694 7536 380483 311654 48869 5000 198 355325 0.71600 0.26400 0.02000 0 0 32589 271 32318 42770 37100 5670 126350 108888 17462 55450 LEASE LIABILITY 408452 408452 X 1592243 -20871 -20871 1613114 0 1613114 2206055 0 2206055 0 2206055 PART V, LINE 4: SCHOLARSHIPS PART X, LINE 2: THE SOCIETY 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, 2021 THROUGH 2023, 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. THE SOCIETY HAS A PROCESS 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 30 40746 FELLOWSHIPS 3 5000 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 WILLIAM DATEMA CEO 190712 0 0 0 0 0 7600 0 22050 0 220362 0 0 0 DANIEL ANBIAH CFO 131664 0 0 0 0 0 5260 0 15442 0 152366 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 ALL MEMBER BUSINESS MEETINGS AND MAKES WRITTEN INFORMATION AVAILABLE TO ITS MEMBERS UPON REQUEST. FORM 990, PART IX, LINE 11G EDITORIAL: PROGRAM SERVICE EXPENSES 55,500. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 55,500. TEMPORARY HELP: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 8,000. FUNDRAISING EXPENSES 500. TOTAL EXPENSES 8,500. CONSULTANT: PROGRAM SERVICE EXPENSES 262,640. MANAGEMENT AND GENERAL EXPENSES 71,054. FUNDRAISING EXPENSES 12,958. TOTAL EXPENSES 346,652. FORM 990, PART XII, LINE 2C SOPHE HAS AN AUDIT COMMITTEE THAT ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT AUDITOR. THE AUDIT COMMITTEE IS COMPRISED OF SEVERAL MEMBERS OF THE BOARD OF TRUSTEES, IN COMPLIANCE WITH SOPHE BYLAWS. FORM 990, PART VI, LINE 1A SOPHE'S EXECUTIVE COMMITTEE COMPRISES THE PRESIDENT, PRESIDENT-ELECT, SECRETARY, TREASURER, IMMEDIATE PAST PRESIDENT, AND SPEAKER OF THE HOUSE OF DELEGATES. SOPHE'S CHIEF EXECUTIVE OFFICER (CEO) IS 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 2024, SOPHE HAD 20 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.