Society of Health and Physical Educators
Nonprofit profile at a glance
- EIN
- 731184279
- IRS 990-EZ coverage
- 2019–2024
- Forms available
- Form 990-EZ 2024, Form 990-N 2023
- Location
- Edmond, OK, USA
- Rating
- 45
- Verdict
- MIXED
- Rating confidence
- Moderate
Reported finances
- Revenue
- $56,321
- Expenses
- $33,456
- Assets
- $361,125
Source: IRS Form 990-EZ. Selected filing: tax year 2024. Amounts in USD.
Leadership & pay
10 people listed
Executive titles in this filing
- Kerry Morgan (President)
- Virginia Mitchell (President-Elect)
- Ianthi Shields (Past President)
People named in this filing
- Donna Cobb (Treasurer)
- Lauren Loucks (ED)
- Kerry Morgan (President)
Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.
Source: IRS Form 990-EZ. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.
Overview
Mission
The associations mission is to promote health and physical literacy while empowering professionals through education innovation and advocacy. This is accomplished through education and professional development opportunities provided by the association.
What it reported doing in 2024
A two-day annual conference was held for professional educators and agency professionals that included professional development in the areas of health physical edu recreation and dance. Keynote speakers and vendors provided additional information for attendees.
Operating model
- Revenue model
- Earned-program. 96% of the money available for current operations came from fees and other program revenue.
- Distribution model
- Direct operator. The filing allocates 83% 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
MIXED - The filed numbers largely add up and revenue comfortably covers expenses. A relatively small share of available resources goes toward mission work and a relatively small share of total spending goes to programs.
Rating breakdown
- Financial Efficiency: 15
- Transparency & Controls: 82
- Sustainability: 69
- Growth: 20
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 12.3%; rating input score 12
- Program expense ratio: 20.7%; rating input score 21
Transparency & Controls
- Consistency checks: 100%; rating input score 100; 52nd percentile among comparable filings
- Major donor itemization: Limited
Sustainability
- Operating margin: 40.6%; rating input score 87; 87th percentile among comparable filings
- Total-asset coverage ratio: 10.79; rating input score 92; 92nd percentile among comparable filings
- Liabilities to assets ratio: Limited
- Officer compensation ratio: 14.7%; rating input score 9; 9th percentile among comparable filings
Growth
- Program expense growth: -27.1% per year; rating input score 0; 14th percentile among comparable filings
- Revenue growth: -1.1% per year; rating input score 0; 47th percentile among comparable filings
- Asset growth: 11.1% per year; rating input score 100; 74th percentile among comparable filings
Details
- Where the money goes: 12.3% of revenue deployed · 20.7% of spending went to programs
- Governance: Filed governance answers
- Accomplishments: 3 filed program accomplishments · $7K in reported program spending
- Leadership: top reported pay $0 · 10 people listed
- Consistency: 8 of 8 current checks pass
- Schedules: 2 filed schedules
- Filing history: 2 filing years from 2019 to 2024
- Contacts: How to reach this organization
- Money network: 3 filed money-flow records
- 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.
Key Signals
Signals prioritize questions for review. They are not findings of misconduct.
- High — Financial Efficiency: Mission deployment rate scored 12/100.
- High — Financial Efficiency: Program expense ratio scored 21/100.
- High — Growth: Program expense growth scored 0/100.
- High — Growth: Revenue growth scored 0/100.
- High — Sustainability: Officer compensation ratio scored 9/100.