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Nonprofit · EIN 52-0886491

SOCIETY OF HEALTH AND PHYSICAL EDUCATORS

Also known as SHAPE AMERICA, Nevada AHPERD

Tax-exempt · ANNAPOLIS JUNCTION, MD 20701

Financials

$4.2M$4.5M2022$4M$4.3M2023$4.5M$4.2M2024
Revenue Expenses · by fiscal year end
Financials of SOCIETY OF HEALTH AND PHYSICAL EDUCATORS by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
August 31, 2025990$4,495,788$4,168,669$327,119$6,292,192$1,120,936$5,171,256
August 31, 2024990$4,033,522$4,298,686-$265,164$5,836,302$1,128,604$4,707,698
August 31, 2023990$4,233,606$4,475,477-$241,871$6,043,654$1,120,438$4,923,216
Financial details: 990 for the year ended August 31, 2025

Revenue

Contributions, gifts and grants
$1,663,264
of which government grants
$1,055,980
Membership dues
$316,569
Program service revenue
$1,440,644
Investment income
$317,044
Royalties
$1,005,391
Net gain from sales of assets
$25,430
Net income from sales of inventory
$64,639
Other revenue
$1,074,836

Expenses

Grants and similar amounts paid
$91,095
Compensation of officers, directors and key employees
$335,281
Other salaries and wages
$1,322,210
Salaries, compensation and benefits (total)
$1,931,623
Professional fundraising fees
$0
Legal fees
$9,706
Accounting fees
$35,201
Occupancy
$16,083
Travel
$269,785
Program services (functional)
$3,236,053
Management and general (functional)
$825,899
Fundraising (functional)
$106,717

Balance sheet and other

Total assets, start of year
$5,836,302
Total assets, end of year
$6,292,192
Total liabilities, end of year
$1,120,936
Net assets, end of year
$5,171,256
Land, buildings and equipment
$503,374
Publicly traded securities
$5,060,705
Net assets without donor restrictions
$3,612,370
Net assets with donor restrictions
$1,558,886
Gross unrelated business income
$83,868
Gross receipts
$4,890,035
Employees
23
Volunteers
450
Year formed
1969
State of legal domicile
DC

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990 for the year ended August 31, 2025, highest compensation first.

NameTitleHours / weekCompensationOther / benefits
STEPHANIE MORRISCEO
Officer
40$175,161$19,305
ADAM POMERANTZCFO & SR VP
Officer
40$160,120$5,558
ELIZABETH BENNETTVP STRATEGIC
Highest-paid employee
40$112,948$11,778
CARLY WRIGHTCHIEF PROGRA
Highest-paid employee
40$108,859$10,205
ANDRO BARNETTDIRECTOR
Trustee or director
5$0$0
JOE DEUTSCHPRESIDENT
Trustee or director, Officer
15$0$0
TARI GARNERDIRECTOR
Trustee or director
5$0$0
CARA GRANTPAST PRESIDE
Trustee or director, Officer
15$0$0
BOB KNIPEDIRECTOR
Trustee or director
5$0$0
BRANDY LYNCHDIRECTOR
Trustee or director
5$0$0
ANDREW MILNEDIRECTOR
Trustee or director
5$0$0
TONYA MOOREDIRECTOR
Trustee or director
5$0$0
WILLIAM POTTERDIRECTOR
Trustee or director
5$0$0
JOE VELARDIDIRECTOR
Trustee or director
5$0$0
ROBIN WALKERPRESIDENT -
Trustee or director, Officer
15$0$0
990 for the year ended August 31, 2024: 15 people
NameTitleHours / weekCompensationOther / benefits
STEPHANIE MORRISCEO
Officer
33.75$199,401$17,874
ADAM POMERANTZCFO & SR VP
Officer
37.5$162,740$4,083
ELIZABETH BENNETTVP STRATEGIC
Highest-paid employee
37.5$114,218$11,151
CARLY WRIGHTCHIEF PROGRA
Highest-paid employee
37.5$107,567$9,695
ANDRO BARNETTDIRECTOR
Trustee or director
5$0$0
SARAH BENESPAST PRESIDE
Trustee or director, Officer
20$0$0
JOE DEUTSCHPRESIDENT-EL
Trustee or director, Officer
20$0$0
TARI GARNERDIRECTOR
Trustee or director
5$0$0
CARA GRANTPRESIDENT
Trustee or director, Officer
20$0$0
ANDREW MILNEDIRECTOR
Trustee or director
5$0$0
TONYA MOOREDIRECTOR
Trustee or director
5$0$0
WILLIAM POTTERDIRECTOR
Trustee or director
5$0$0
VICTOR RAMSEYDIRECTOR
Trustee or director
5$0$0
ROBIN RICHARDSONDIRECTOR
Trustee or director
5$0$0
JOE VELARDIDIRECTOR
Trustee or director
5$0$0
990 for the year ended August 31, 2023: 14 people
NameTitleHours / weekCompensationOther / benefits
STEPHANIE MORRISCEO
Officer
33.75$172,561$13,568
ELIZABETH BENNETTVP STRATEGIC
Highest-paid employee
37.5$117,728$11,245
ADAM POMERANTZCFO & SR VP
Officer
37.5$104,695$2,420
THOMAS LAWSONVP MEMBERSHI
Highest-paid employee
37.5$104,148$0
KYMM BALLARDPAST PRESIDE
Trustee or director, Officer
20$0$0
SARAH BENESPRESIDENT
Trustee or director, Officer
20$0$0
JOE DEUTSCHDIRECTOR
Trustee or director
5$0$0
TARI GARNERDIRECTOR
Trustee or director
5$0$0
CARA GRANTPRESIDENT-EL
Trustee or director, Officer
20$0$0
ANDREW MILNEDIRECTOR
Trustee or director
5$0$0
WILL POTTERDIRECTOR
Trustee or director
5$0$0
VICTOR RAMSEYDIRECTOR
Trustee or director
5$0$0
ROBIN RICHARDSONDIRECTOR
Trustee or director
5$0$0
LUCIANA ZUESTDIRECTOR
Trustee or director
5$0$0

Address and contacts

Address (IRS master file)
9050 JUNCTION DRIVE STE A, ANNAPOLIS JUNCTION, MD 20701-1150
Mailing address (990-N for 2011)
PO Box 232, Gardnerville NV 89410
Principal officer (990 for 2024)
STEPHANIE MORRIS, PO BOX 225, ANNAPOLIS, MD 20701
Principal officer (990-N for 2011)
Janae Ballingham, PO Box 232, Gardnerville NV 89410
Signed the 990
ADAM POMERANTZ, CFO & SR VP BUS-FIN.
Phone
(800) 213-7193
Return prepared by
DELEON & STANG CPAS AND ADVISORS

Mission

OUR VISION IS A NATION WHERE ALL CHILDREN ARE PREPARED TO LEAD HEALTHY, PHYSICALLY ACTIVE LIVES. OUR MISSION IS TO ADVANCE PROFESSIONAL PRACTICE AND PROMOTE RESEARCH RELATED TO HEALTH AND PHYSICAL EDUCATION, PHYSICAL ACTIVITY, DANCE AND SPORT.

990 for the year ended August 31, 2025

Program accomplishments

  • GOVERNMENT GRANTS: REPRESENTS REVNEUE AND COSTS ASSOCIAITED WITH GRANTS TO IMPROVE AND PROMOTE PHYSICAL EDUCATION, PHYSICAL ACTIVITY AND HEALTHY LIFESTYLES.
    Expenses $921,764
  • MEMBERSHIP PROGRAMS: INCLUDES 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 LATEST NEWS AFFECTING THE DISCIPLINES WE SERVE; CONNECTION TO THE PROFESSIONAL COMMUNITY OF EXPERTS AND PRACTITIONERS; AND MEMBER DIRECTED MARKETING.
    Expenses $630,938 · revenue $56,125
  • NATIONAL CONVENTION: PROVIDES CONTINUING EDUCATION AND NETWORKING OPPORTUNITIES FOR 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 HUNDREDS OF 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.
    Expenses $1,080,233 · revenue $1,285,353
  • PERIODICALS: REPRESENTS COSTS INCURRED TO PRODUCE, EDIT, PRINT, AND DESIGN THE VARIOUS JOURNALS OF SHAPE AMERICA. THESE JOURNALS ADDRESS THE NEEDS OF HEALTH AND PHYSICAL EDUCATORS, PROVIDE THE LATEST RESEARCH FINDINGS ON EXERCISE AND SPORT AND HEALTH, AND PROVIDE PRACTICAL INFORMATION AND IDEAS THAT WORK FOR SPORT, HEALTH AND PHYSICAL EDUCATORS OF ALL LEVELS. EXPENSES: 173,819 INCLUDING GRANTS OF 0 PUBLIC EDUCATION PROGRAMS: REPRESENTS HEALTH. MOVES. MINDS, AN EDUCATIONAL SERVICE-LEARNING PROGRAM FOCUSED ON CORE AREAS RELATED TO HEALTH AND WELLNESS. EXPENSES: 275,206 INCLUDING GRANTS OF 89,319 PUBLIC RELATIONS AND OUTREACH: COSTS INCURRED TO ADVOCATE FOR EFFECTIVE PHYSICAL EDUCATION AND SCHOOL HEALTH EDUCATION PROGRAMS AND POLICIES. EXPENSES: 111,178 INCLUDING GRANTS OF 2,683 OTHER PROGRAMS: SHAPE AMERICA PROVIDES VARIOUS PROGRAMS TO ENHANCE MEMBER AND NON-MEMBER PROFESSIONALS IN AREAS INCLUDING DEVELOPMENT AND DISSEMINATION OF BEST PRACTICES AND NATIONAL STANDARDS FOR PHYSICAL EDUCATION, SCHOOL-BASED HEALTH EDUCATION, AND PHYSICAL ACTIVITY. RESEARCH AND AWARDS: REPRESENTS FUNDS RECEIVED AND USED TO SUPPORT PROGRAMS RESEARCH AND COMMUNICATE CRITICAL ISSUES IN THE HEALTH AND PHYSICAL EDUCATION FIELDS AND TO PROVIDE AWARDS FOR OUTSTANDING SERVICE. PUBLICATIONS AND PRODUCTS: REPRESENTS REVENUE AND COSTS TO PREPARE AND SELL PROFESSIONAL EDUCATION PUBLICATIONS AND ONLINE COURSES PROVIDING PROFESSIONAL DEVELOPMENT, CONTINUING EDUCATION, AND DISSEMINATION OF NATIONAL STANDARDS. EXPESNES: 286,229 INCLUDING GRANTS OF 19,814 OTHER MEETING EVENTS: REPRESENTS REVENUE AND COSTS TO PROVIDE SCHOLARLY PRESENTATIONS, STUDENT AND OTHER LEADERSHIP TRAINING, AND OTHER PROFESSIONAL EDUCATION PROGRAMS INCLUDING ONGOING PROFESSIONAL DEVELOPMENT AND CONTINUING EDUCATION THROUGH CONFERENCE, SEMINARS, WORKSHOPS, AND WEBINARS. EXPENSES: 299,629 INCLUDING GRANTS OF 0
    Expenses $603,118 · grants $91,095 · revenue $99,166

What it must file and when

IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in August, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025August 31, 2026January 15, 2027Not due yet
2024August 31, 2025January 15, 2026990 on file
2023August 31, 2024January 15, 2025990 on file

IRS record

EIN
52-0886491
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Publicly supported organization (509(a)(2))
Donations deductible (Pub 78)
Group exemption
Exempt since
1972
Accounting year ends
August
Files
Form 990 or 990-EZ
Category (NTEE)
Health care (E010)
Group exemption
2247 (27 member organizations)
Assets (IRS master file)
$6,292,192
Income (IRS master file)
$4,890,035

Filing history

FormYear endedRevenueExpensesAssetsReturn
990August 2025$4,495,788$4,168,669$6,292,192XML
990-TAugust 2025–––IRS
990August 2024$4,033,522$4,298,686$5,836,302XML
990-TAugust 2024–––IRS
990August 2023$4,233,606$4,475,477$6,043,654XML
990-TAugust 2023–––IRS
990August 2022$4,610,862$3,892,156$5,849,050IRS
990-TAugust 2022–––IRS
990August 2021–––IRS
990-TAugust 2021–––IRS
990August 2020–––IRS
990August 2019–––IRS
990August 2018–––IRS
990-N for 2011
Officer: Janae Ballingham
May 31, 2012≤ $50,000 receipts––e-Postcard

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 52-0886491).

Questions about SOCIETY OF HEALTH AND PHYSICAL EDUCATORS

What is the EIN of SOCIETY OF HEALTH AND PHYSICAL EDUCATORS?
The employer identification number (EIN) of SOCIETY OF HEALTH AND PHYSICAL EDUCATORS is 52-0886491.
Is SOCIETY OF HEALTH AND PHYSICAL EDUCATORS tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1972.
Are donations to SOCIETY OF HEALTH AND PHYSICAL EDUCATORS tax-deductible?
Yes. It is listed in IRS Publication 78 (Group exemption).
Which annual return does SOCIETY OF HEALTH AND PHYSICAL EDUCATORS file?
Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
When is the next return of SOCIETY OF HEALTH AND PHYSICAL EDUCATORS due?
The return for tax year 2025 (the year ending August 31, 2026) is due January 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did SOCIETY OF HEALTH AND PHYSICAL EDUCATORS last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended August 2025.
Who is the principal officer of SOCIETY OF HEALTH AND PHYSICAL EDUCATORS?
The 990 for the year ended August 31, 2025 names STEPHANIE MORRIS.
Who are the officers and directors of SOCIETY OF HEALTH AND PHYSICAL EDUCATORS?
The 990 for the year ended August 31, 2025 lists 15 people; 4 received compensation from the organization, the highest $175,161 (STEPHANIE MORRIS, CEO).
How much revenue does SOCIETY OF HEALTH AND PHYSICAL EDUCATORS have?
On its 990 for the year ended August 31, 2025 it reported revenue of $4,495,788, expenses of $4,168,669 and total assets of $6,292,192 at year end.

Organizations in its group exemption (27)

Other nonprofits in ANNAPOLIS JUNCTION

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