Society Of Health And Physical Educators in Reston, Virginia (VA)

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Society Of Health And Physical Educators
Employer Identification Number (EIN)237270170
Name of OrganizationSociety Of Health And Physical Educators
In Care of NameLaura Myers
Address1900 Association Dr, Reston, VA 20191-1598
ActivitiesIndustry trade shows, Other recreational activities, Other services or benefits to members or employees
SubsectionCharitable Organization
Ruling Date02/1972
DeductibilityContributions are deductible
FoundationOrganization that normally receives no more than one third of its support from gross investment income and unrelated business income and at the same time more than one third of its support from contributions, fees, and gross receipts related to exempt purposes
OrganizationAssociation
Exempt Organization StatusUnconditional Exemption
Tax Period05/2014
Assets$5,000,000 to $9,999,999
Income$1,000,000 to $4,999,999
Filing Requirement990 - Group return
Asset Amount$5,250,439
Amount of Income$3,397,930
Form 990 Revenue Amount$3,397,930
National Taxonomy of Exempt Entities (NTEE)Health - General and Rehabilitative: Public Health Program (Includes General Health and Wellness Promotion Services)


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Amount of income in 2014: $3,397,930 (it was $4,027,963 in 2013)
Society Of Health And Physical Educators: 

 $3,397,930
Other organizations performing similar types of work: 

 $300,817

Assets in 2014: $5,250,439 (it was $7,035,538 in 2013)
Society Of Health And Physical Educators: 

 $5,250,439
Other organizations performing similar types of work: 

 $236,491

Expenses in 2014: $2,897,831
Society Of Health And Physical Educators: 

 $2,897,831
Other organizations performing similar types of work: 

 $313,632

Income to expenses ratio in 2014: 1.2
Society Of Health And Physical Educators: 

 1.2
Other organizations performing similar types of work: 

 1.0

Number of employees in 2014: 30
This organization: 

 30
Other organizations performing similar types of work: 

 9

Grants share in income in 2014: 45.6%
Society Of Health And Physical Educators: 

 45.6%
Other organizations performing similar types of work: 

 59.3%

Financial snapshot ($)

Revenue for 2014

Assets at the end of 2014

Functional expenses for 2014

Support schedule

Checklist
201220132014
Is the organization described in section 501(c)(3) or 4947(a)(1) (other than a private foundation)?YesYes
Is the organization required to complete Schedule B, Schedule of Contributors?YesYes
Did the organization engage in direct or indirect political campaign activities on behalf of or in opposition to candidates for public office?NoNo
Did the organization engage in lobbying activities, or have a section 501(h) election in effect during the tax year?YesYes
Is the organization a section 501(c)(4), 501(c)(5), or 501(c)(6) organization that receives membership dues, assessments, or similar amounts as defined in Revenue Procedure 98-19?NoNo
Did the organization maintain any donor advised funds or any similar funds or accounts for which donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts?NoNo
Did the organization receive or hold a conservation easement, including easements to preserve open space, the environment, historic land areas, or historic structures?NoNo
Did the organization maintain collections of works of art, historical treasures, or other similar assets?NoNo
Did the organization report an amount for escrow or custodial account liability; serve as a custodian or provide credit counseling, debt management, credit repair, or debt negotiation services?NoNo
Did the organization, directly or through a related organization, hold assets in temporarily restricted endowments, permanent endowments, or quasi-endowments?NoNo
Did the organization report an amount for land, buildings, and equipment?YesYes
Did the organization report an amount for investments-other securities that is 5% or more of its total assets?NoNo
Did the organization report an amount for investments-program related that is 5% or more of its total assets?NoNo
Did the organization report an amount for other assets that is 5% or more of its total assets?YesNo
Did the organization report an amount for other liabilities?NoNo
Did the organization's separate or consolidated financial statements for the tax year include a footnote that addresses the organization's liability for uncertain tax positions under FIN 48 (ASC 740)?NoNo
Did the organization obtain separate, independent audited financial statements for the tax year?NoNo
Was the organization included in consolidated, independent audited financial statements for the tax year?NoNo
Is the organization a school described in section 170(b)(1)(A)(ii)?NoNo
Did the organization maintain an office, employees, or agents outside of the United States?NoNo
Did the organization have aggregate revenues or expenses of more than $10,000 from grantmaking, fundraising, business, investment, and program service activities outside the United States, or aggregate foreign investments valued at $100,000 or more?NoNo
Did the organization report more than $5,000 of grants or other assistance to or for any foreign organization?NoNo
Did the organization report more than $5,000 of aggregate grants or other assistance to or for foreign individuals?NoNo
Did the organization report a total of more than $15,000 of expenses for professional fundraising services?NoNo
Did the organization report more than $15,000 total of fundraising event gross income and contributions?NoNo
Did the organization report more than $15,000 of gross income from gaming activities?NoNo
Did the organization operate one or more hospital facilities?NoNo
Did the organization attach a copy of its audited financial statements?NoNo
Did the organization report more than $5,000 of grants or other assistance to any domestic organization or domestic government?YesYes
Did the organization report more than $5,000 of grants or other assistance to or for domestic individuals?YesYes
Did the organization answer 'Yes' about compensation of the organization's current and former officers, directors, trustees, key employees, and highest compensated employees?NoNo
Did the organization have a tax-exempt bond issue with an outstanding principal amount of more than $100,000 as of the last day of the year, that was issued after December 31, 2002?NoNo
Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception?NoNo
Did the organization maintain an escrow account other than a refunding escrow at any time during the year to defease any tax-exempt bonds?NoNo
Did the organization act as an 'on behalf of' issuer for bonds outstanding at any time during the year?NoNo
Did the organization engage in an excess benefit transaction with a disqualified person during the year?NoNo
Is the organization aware that it engaged in an excess benefit transaction with a disqualified person in a prior year, and that the transaction has not been reported on any of the organization's prior Forms 990 or 990-EZ?NoNo
Did the organization report any amount for receivables from or payables to any current or former officers, directors, trustees, key employees, highest compensated employees, or disqualified persons?NoNo
Did the organization provide a grant or other assistance to an officer, director, trustee, key employee, substantial contributor or employee thereof, a grant selection committee member, or to a 35% controlled entity or family member of any of these persons?NoNo
Was the organization a party to a business transaction with one of the following parties
A current or former officer, director, trustee, or key employee?NoNo
A family member of a current or former officer, director, trustee, or key employee?NoNo
An entity of which a current or former officer, director, trustee, or key employee (or a family member thereof) was an officer, director, trustee, or direct or indirect owner?NoNo
Did the organization receive more than $25,000 in non-cash contributions?NoNo
Did the organization receive contributions of art, historical treasures, or other similar assets, or qualified conservation contributions?NoNo
Did the organization liquidate, terminate, or dissolve and cease operations?NoNo
Did the organization sell, exchange, dispose of, or transfer more than 25% of its net assets?NoNo
Did the organization own 100% of an entity disregarded as separate from the organization under Regulations sections 301.7701-2 and 301.7701-3?NoNo
Was the organization related to any tax-exempt or taxable entity?NoNo
Did the organization have a controlled entity within the meaning of section 512(b)(13)?NoNo
Did the organization make any transfers to an exempt non-charitable related organization?NoNo
Did the organization conduct more than 5% of its activities through an entity that is not a related organization and that is treated as a partnership for federal income tax purposes?NoNo
Statements Regarding Other IRS Filings and Tax Compliance
2011201220132014
The number reported in Box 3 of Form 10966639
The number of Forms W-2G00
Did the organization comply with backup withholding rules for reportable payments to vendors and reportable gaming (gambling) winnings to prize winners?YesYes
The number of employees reported on Form W-3, Transmittal of Wage and Tax Statements, filed for the calendar year ending with or within the year covered by this return3230
Did the organization file all required federal employment tax returns?YesYes
Did the organization have unrelated business gross income of $1,000 or more during the year?NoNoNoNo
Has it filed a Form 990-T for this year?NoNo
At any time during the calendar year, did the organization have an interest in, or a signature or other authority over, a financial account in a foreign country (such as a bank account, securities account, or other financial account)?NoNo
Was the organization a party to a prohibited tax shelter transaction at any time during the tax year?NoNo
Did any taxable party notify the organization that it was or is a party to a prohibited tax shelter transaction?NoNo
Did the organization file Form 8886-T?NoNo
Does the organization have annual gross receipts that are normally greater than $100,000, and did the organization solicit any contributions that were not tax deductible as charitable contributions?NoNo
Did the organization include with every solicitation an express statement that such contributions or gifts were not tax deductible?NoNo
Did the organization receive a payment in excess of $75 made partly as a contribution and partly for goods and services provided to the payor?NoNo
Did the organization notify the donor of the value of the goods or services provided?NoNo
Did the organization sell, exchange, or otherwise dispose of tangible personal property for which it was required to file Form 8282?NoNo
Did the organization receive any funds, directly or indirectly, to pay premiums on a personal benefit contract?NoNo
Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract?NoNo
If the organization received a contribution of qualified intellectual property, did the organization file Form 8899 as required?NoNo
If the organization received a contribution of cars, boats, airplanes, or other vehicles, did the organization file a Form 1098-C?NoNo
Did a donor advised fund maintained by the sponsoring organization have excess business holdings at any time during the year?NoNo
Did the sponsoring organization make any taxable distributions under section 4966?NoNo
Did the sponsoring organization make a distribution to a donor, donor advisor, or related person?NoNo
Initiation fees and capital contributions$0$0$0$0
Gross receipts for public use of club facilities $0$0$0$0
Gross income from members or shareholders$0$0$0$0
Gross income from other sources$0$0$0$0
Is the organization filing Form 990 in lieu of Form 1041?NoNo
The amount of tax-exempt interest received or accrued during the year$0$0
Is the organization licensed to issue qualified health plans in more than one state?NoNo
The amount of reserves the organization is required to maintain by the states in which the organization is licensed to issue qualified health plans$0$0
The amount of reserves on hand$0$0
Did the organization receive any payments for indoor tanning services during the tax year?NoNo
Has it filed a Form 720 to report these payments?NoNo
Compensation of Officers, Directors, Trustees, Key Employees, Highest Compensated Employees, and Independent Contractors
201220132014
Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees
Total reportable compensation from the organization$535,768$493,093
Total reportable compensation from related organizations$0$0
Total estimated amount of other compensation from the organization and related organizations$0$0
Total number of individuals who received more than $100,000 of reportable compensation from the organization00
Total number of independent contractors who received more than $100,000 of compensation from the organization00
Statement of Revenue
2011201220132014
Total revenue$4,742,402$4,108,557$4,027,963$3,397,930
Contributions, Gifts, Grants and Other Similar Amounts$2,548,953$2,373,634$1,933,089$1,548,523
Program Service Revenue$1,781,705$1,720,098$1,761,703$1,544,729
Educational Support Services$1,454,001$1,339,040
Educational Support Services$167,905$102,504
Educational Support Services$76,159$102,075
Educational Support Services$61,664$1,110
All other program service revenue$0$0
Other Revenue
Investment income (including dividends, interest, and other similar amounts)$411,744$14,825$333,171$304,500
Income from investment of tax-exempt bond proceeds$0$0$0$0
Royalties$0$0$0$178
Net rental income$0$0$0$0
Net gain/loss from sales of assets other than inventory$0$0$0$0
Net income/loss from fundraising events$0$0$0$0
Net income/loss from gaming activities$0$0$0$0
Net income/loss from sales of inventory$0$0$0$0
Miscellaneous Revenue$0$0$0$0
Statement of Functional Expenses
2011201220132014
Total functional expenses$4,948,629$4,419,035$3,873,742$2,897,831
Grants and other assistance to domestic organizations and domestic governments$45,366$48,490
Grants and other assistance to domestic individuals$54,693$89,974
Grants and other assistance to foreign organizations, foreign governments, and foreign individuals$0$0
Benefits paid to or for members$0$0
Compensation of current officers, directors, trustees, and key employees$588,396$594,405$548,263$525,418
Compensation not included above, to disqualified persons$0$0
Other salaries and wages$546,828$266,878$181,684$171,024
Pension plan accruals and contributions$0$0
Other employee benefits$0$1,264
Payroll taxes$134,889$64,613$23,597$2,573
Fees for services (non-employees)
Management$0$800
Legal$2,414$20
Accounting$33,023$28,838
Lobbying$0$0
Professional fundraising services$8,951$2,000$0$0
Investment management fees$50$50
Other$225,183$116,922
Advertising and promotion$4,879$550
Office expenses$230,054$199,735
Information technology$96,074$45,223
Royalties$0$0
Occupancy$15,084$22,571
Travel$445,004$324,113
Payments of travel or entertainment expenses for any federal, state, or local public officials$0$0
Conferences, conventions, and meetings$1,188,123$869,532
Interest$34,775$46,680
Payments to affiliates$43,477$688
Depreciation, depletion, and amortization$10,256$10,256
Insurance$26,240$22,833
Other expenses$290,643$213,579
Other expenses$207,218$103,931
Other expenses$136,068$30,795
Other expenses$31,574$21,972
Balance Sheet
2011201220132014
Total assets$7,948,723$7,266,715$7,035,538$5,250,439
Cash - non-interest-bearing$1,051,047$840,852
Savings and temporary cash investments$1,477,284$1,121,577
Pledges and grants receivable, net$0$0
Accounts receivable, net$0$0
Loans and other receivables from current and former officers, directors, trustees, key employees, and highest compensated employees$0$0
Loans and other receivables from other disqualified persons, persons described in section 4958(c)(3)(B), and contributing employers and sponsoring organizations of section 501(c)(9) voluntary employees' beneficiary organizations$0$0
Notes and loans receivable, net$0$0
Inventories for sale or use$0$0
Prepaid expenses and deferred charges$0$0
Land, buildings, and equipment: cost or other basis$338,876$328,620
Investments - publicly traded securities$3,325,108$2,959,390
Investments - other securities$0$0
Investments - program-related$0$0
Intangible assets$0$0
Other assets$843,223$0
Total liabilities$239,179$204,990$191,793$177,712
Accounts payable and accrued expenses$0$0
Grants payable$0$0
Deferred revenue$0$0
Tax-exempt bond liabilities$0$0$0$0
Escrow or custodial account liability$0$0
Loans and other payables to current and former officers, directors, trustees, key employees, highest compensated employees, and disqualified persons$0$0
Secured mortgages and notes payable to unrelated third parties$237,359$204,990$191,793$177,712
Unsecured notes and loans payable to unrelated third parties$0$0$0$0
Other liabilities (including federal income tax, payables to related third parties, and other liabilities)$0$0
Total net assets or fund balances$7,709,544$7,061,725$6,843,745$5,072,727
Unrestricted net assets$6,768,777$4,976,171
Temporarily restricted net assets$74,968$44,535
Permanently restricted net assets$0$52,021
Capital stock or trust principal, or current funds$0$0
Paid-in or capital surplus, or land, building, or equipment fund$0$0
Retained earnings, endowment, accumulated income, or other funds$0$0$0$0
Reason for Public Charity Status (for 2014)
The organization is not a private foundation because it is:An organization that normally receives: (1) more than 33 1/3 % of its support from contributions, membership fees, and gross receipts from activities related to its exempt functions - subject to certain exceptions, and (2) no more than 33 1/3 % of its support from gross investment income and unrelated business taxable income (less section 511 tax) from businesses acquired by the organization after June 30, 1975
Number of organizations supported0
Sum of amounts of support$0
Support Schedule for Organizations Described in Section 509(a)(2) (for 2010 - 2014)
2010 - 2014 Total
Public support$20,242,699
Subtotal$20,242,699
Gifts, grants, contributions, and membership fees received$11,327,102
Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose$8,915,597
Gross receipts from activities that are not an unrelated trade or business under section 513$0
Tax revenues levied for the organization's benefit and either paid to or expended on its behalf$0
The value of services or facilities furnished by a governmental unit to the organization without charge$0
Less$0
Amounts received from disqualified persons$0
Amounts received from other than disqualified persons that exceed the greater of $5,000 or 1% of the total support$0
Total support$21,413,286
Public support$20,242,699
Subtotal$1,170,587
Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources$1,170,587
Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975$0
Net income from unrelated business activities, whether or not the business is regularly carried on$0
Other income$0
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Organizations performing similar types of work
IdNameAddressStateEstablishedTotal Income
1San Angelo Health FoundationPO BOX 3550, San Angelo, TX 76902-3550TX1996-06$52,705,295
2Visiting Nurse Association Of South Eastern Connecticut Inc403 North Frontage Road, Waterford, CT 06385-4364CT1959-09$19,784,587
3Turnaround For Children Inc25 W 45th St Fl 6, New York, NY 10036-4912NY1997-12$17,621,059
4West Oakland Health Council Inc7501 International Blvd, Oakland, CA 94621-2843CA1968-06$13,761,363
5Spectrum Health Service Inc5201 Haverford Ave, Philadelphia, PA 19139-1401PA1967-10$7,087,964
6Walpole Area Visiting Nurse Association IncPO BOX 252, Walpole, MA 02081-0252MA1966-05$4,390,985
7University Family Physicians550 E Canfield Ste 324, Detroit, MI 48201-1908MI1998-08$4,116,897
8National Sleep Foundation1010 N Glebe Rd Ste 310, Arlington, VA 22201-5761VA1995-03$4,044,628
9Society Of Health And Physical Educators1900 Association Dr, Reston, VA 20191-1598VA1972-02$3,397,930
10Spectrum Health Care Inc74 Pacific Ave # 80, Jersey City, NJ 07304-3216NJ1984-08$2,702,006
11Rural Health Network Of Monroe County Florida Inc3706 N Roosevelt Blvd Ste D, Key West, FL 33040-4566FL1995-01$2,357,445
12Entertainment Industries Council Incorporated1856 Old Reston Ave Ste 215, Reston, VA 20190-3330VA1984-05$2,035,222
13Roane County Patch811 Madison Ave, Spencer, WV 25276-1900WV1996-02$1,183,036
14Senior Pharmassist Inc406 Rigsbee Ave Ste 201, Durham, NC 27701-2186NC1998-09$842,052
15Richmond Area High Blood Pressure1200 W Cary St, Richmond, VA 23220-5410VA1983-09$310,842
16Louisa County Resource Council Of Louisa VirginiaPO BOX 52, Louisa, VA 23093-0052VA1994-07$243,751
17West Piedmont Aids Task Force IncPO BOX 3413, Martinsville, VA 24115-3413VA1998-10$117,455
18Virginia Lions Eyeglass Recycling Inc501 Elm Ave Sw, Roanoke, VA 24016-3921VA1994-05$116,318
19Statewide Sickle Cell Chapters Of Virginia IncorporatedP O Box 25205, Richmond, VA 23260VA1995-02$104,610
20R & R Series Company IncorporatedPO BOX 3007, Hampton, VA 23663-0007VA1997-09$0
Number of organizations performing similar types of work
Alaska3
Alabama5
Arkansas2
Arizona4
California40
Colorado7
Connecticut3
District of Columbia6
Delaware1
Florida26
Georgia11
Hawaii4
Iowa7
Idaho2
Illinois11
Indiana9
Kansas2
Kentucky8
Louisiana2
Massachusetts12
Maryland10
Maine5
Michigan11
Minnesota5
Missouri6
Mississippi2
Montana2
North Carolina11
Nebraska1
New Hampshire2
New Jersey9
New Mexico5
Nevada2
New York24
Ohio15
Oklahoma3
Oregon6
Pennsylvania11
Rhode Island1
South Carolina6
South Dakota2
Tennessee7
Texas18
Virginia9
Vermont1
Washington6
Wisconsin5
West Virginia5
Total355
20 biggest affiliated organizations
AffiliationNameAddressStateEstablishedTotal Income
CentralAmerican Alliance For Health Physical Recreation & Dance, Nevada AhperdPo Box 232, Gardnerville, NV 89410NV1972-02$13,893,246
SubordinateSociety Of Health And Physical Educators1900 Association Dr, Reston, VA 20191-1598VA1972-02$3,397,930
SubordinateSociety Of Health And Physical Educators, New JerseyPO BOX 2283, Ocean, NJ 07712-2283NJ1972-02$353,379
SubordinateAmerican Alliance For Health Physical Education Rec & Dance, Georgia9360 Highway 166, Winston, GA 30187-1261GA1972-02$196,715
SubordinateGeorgia Association For Health Physical Education Recreation An D, Gahperd9360 Highway 166, Winston, GA 30187-1261GA1972-02$151,261
SubordinateSociety Of Health And Physical Educators, Alabama267 County Road 235, Arley, AL 35541-2408AL1972-02$136,458
SubordinateSociety Of Health And Physical Educators, Delaware Association For Health Physical Educationrecreation And Dance237 Charring Cross Drive, Dover, DE 19904DE1972-02$11,763
SubordinateSociety Of Health And Physical Educators, Mississippi Association For Health Physical Eduction Recreation And Dance Mahperd2 Kewanee Road South, Toomsuba, MS 39364MS1972-02$0
SubordinateSociety Of Health And Physical Educators926 7th Avenue, Laurel, MT 59044MT1972-02$0
SubordinateAmerican Alliance For Health Physical Education Rec & Dance3201 Scott Drive, Rock Springs, WY 82901WY1972-02$0
SubordinateSociety Of Health And Physical Educators, Colorado Association3125 S Indiana St, Lakewood, CO 80228-5498CO1972-02$0
SubordinateSociety Of Health And Physical Educators, Conneticut563 Miller Rd, South Windsor, CT 06074-1705CT1972-02$0
SubordinateSociety Of Health And Physical Educators, Florida Association798 Foxhound Dr, Port Orange, FL 32128-7004FL1972-02$0
SubordinateSociety Of Health And Physical EducatorsPo Box 988, Fort Ashby, WV 26719WV1972-02$0
SubordinateSociety Of Health And Physical Educators, Kansas AssociationPO BOX 11, Holcomb, KS 67851-0011KS1972-02$0
SubordinateSociety Of Health And Physical Educators, MassachusettsPO BOX 182, Attleboro, MA 02703-0004MA1972-02$0
SubordinateSociety Of Health And Physical Educators, Mahperd828 Dulaney Valley Rd Ste 8, Towson, MD 21204-2822MD1972-02$0
SubordinateSociety Of Health And Physical Educators, Ndahperd2806 Manchester Street, Bismarck, ND 58504ND1972-02$0
SubordinateSociety Of Health And Physical Educators, Nebraska Association8202 S 87th St Apt 7, Lavista, NE 68128-3353NE1972-02$0
SubordinateSociety Of Health And Physical Educators, New Hampshire AssociationPO BOX 123, Bath, NH 03740-0123NH1972-02$0
Number of affiliated organizations
Alaska1
Alabama1
Colorado1
Connecticut1
Delaware1
Florida1
Georgia2
Idaho1
Illinois1
Kansas1
Massachusetts1
Maryland1
Maine1
Missouri1
Mississippi1
Montana1
North Carolina1
North Dakota1
Nebraska1
New Hampshire1
New Jersey1
New Mexico1
Nevada2
Oklahoma1
Oregon1
Rhode Island1
South Dakota1
Utah1
Virginia16
Vermont1
Washington1
West Virginia1
Wyoming1
Total50

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