SHAPE America
Legal name: Society of Health and Physical Educators
Nonprofit profile at a glance
- EIN
- 520886491
- IRS 990 coverage
- 2009–2024
- Official website data refreshed
- Sep 2026
- Forms available
- Form 990 2024, Form 990-T 2024, Form 990-N 2011
- Location
- Annapolis Junction, MD, USA
- Phone
- 703-476-3400
- Rating
- 77
- Verdict
- SUPPORTED
- Rating confidence
- Moderate
- Sector
- Alliance/Advocacy Organizations
Reported finances
- Revenue
- $4,495,788
- Expenses
- $4,168,669
- Assets
- $6,292,192
- Liabilities
- $1,120,936
Source: IRS Form 990. Selected filing: tax year 2024. Amounts in USD.
Leadership & pay
15 people listed
Executive titles in this filing
- STEPHANIE MORRIS (CEO)
- JOE DEUTSCH (PRESIDENT)
- ROBIN WALKER (PRESIDENT -)
Highest reported compensation
- STEPHANIE MORRIS (CEO): $194,466 total reported compensation
- ADAM POMERANTZ (CFO & SR VP): $165,678 total reported compensation
- ELIZABETH BENNETT (VP STRATEGIC): $124,726 total reported compensation
Source: IRS Form 990. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.
Overview
Mission
SHAPE America’s mission is to advance professional practice and promote research related to health and physical education, physical activity, dance, and sport.
What it reported doing in 2024
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
Operating model
- Revenue model
- Mixed. Its operating money came from several sources; no one source provided a clear majority.
- Distribution model
- Direct operator. The filing allocates 96% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.
The verdict
SUPPORTED - A large share of available resources goes toward mission work and the filed numbers largely add up. Fundraising costs are high for each dollar raised and program spending has declined or grown slowly.
Rating breakdown
- Financial Efficiency: 73
- Transparency & Controls: 83
- Accountability: 100
- Sustainability: 50
- Growth: 0
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 75.2%; rating input score 75
- Program expense ratio: 77.6%; rating input score 78
- Fundraising efficiency: $15.59 raised per $1 spent on fundraising; rating input score 52; 52nd percentile among comparable filings
Transparency & Controls
- Consistency checks: 92.9%; rating input score 93; 13th percentile among comparable filings
- Pay-setting controls: 4 of 6 controls in place; rating input score 67
- Compensation committee: Pass
- Independent consultant: Missing
- Other Form 990s reviewed: Pass
- Written employment contract: Missing
- Compensation survey or study: Pass
- Board or committee approval: Pass
- Foreign activity oversight: Limited
- Grant itemization coverage: 95.5%; rating input score 95; 30th percentile among comparable filings
- Major donor itemization: Yes; rating input score 100
- Related-party transparency: Limited
Accountability
- Independent voting board: 100%; rating input score 100; 63rd percentile among comparable filings
- Governance controls: 9 of 9 controls in place; rating input score 100
- Conflict-of-interest policy: Pass
- Whistleblower policy: Pass
- Document-retention policy: Pass
- CEO compensation review process: Pass
- Other executive compensation review process: Pass
- Form 990 shared with the board: Pass
- Board meeting minutes documented: Pass
- Audit committee oversight: Pass
- Independent financial-statement audit: Pass
Sustainability
- Operating margin: 7.3%; rating input score 57; 57th percentile among comparable filings
- Total-asset coverage ratio: 1.51; rating input score 52; 52nd percentile among comparable filings
- Liabilities to assets ratio: 0.18; rating input score 47; 47th percentile among comparable filings
- Officer compensation ratio: 14.5%; rating input score 20; 20th percentile among comparable filings
Growth
- Program expense growth: -11.5% per year; rating input score 0; 2nd percentile among comparable filings
- Revenue growth: -8.3% per year; rating input score 0; 2nd percentile among comparable filings
- Asset growth: -4.6% per year; rating input score 0; 4th percentile among comparable filings
Details
- What they do: 1 operating location identified
- Where the money goes: 75.2% of revenue deployed · 77.6% of spending went to programs
- Governance: 11 of 11 board members independent · 9 of 9 filing controls reported
- Programs: 4 filed program accomplishments · $3.2M in reported program spending
- Leadership: top reported pay $194K · 15 people listed · 4 of 6 pay-setting controls reported
- Highest-paid contractors: 4 contractors listed · $639K reported
- Consistency: 36 of 37 current checks pass · 1 finding to review
- Schedules: 7 filed schedules · includes major donors, grants, and executive pay
- Filing history: 15 filing years from 2009 to 2024
- Contacts: How to reach this organization
- Money network: 11 filed money-flow records
- Related organizations: 7 filed related-organization links
- Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
- People: Everyone the filings name, and which of them the filings identify by more than a name.
- Staff and benefit plans: Retirement and health plans the organization files with the Department of Labor, and the people in them.
Key Signals
Signals prioritize questions for review. They are not findings of misconduct.
- Review — Financial Efficiency: Fundraising efficiency scored 52/100.
- High — Growth: Program expense growth scored 0/100.
- High — Growth: Revenue growth scored 0/100.
- Review — Sustainability: Operating margin scored 57/100.
- High — Growth: Asset growth scored 0/100.
- Review — Sustainability: Total-asset coverage ratio scored 52/100.
- High — Sustainability: Officer compensation ratio scored 20/100.
- Review — Transparency & Controls: Domestic grant itemization did not reconcile in the filed values.
- Moderate — Sustainability: Liabilities to assets ratio scored 47/100.