Form990
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Department of the TreasuryInternal Revenue Service
Return of Organization Exempt From Income Tax
Under section 501(c), 527, or 4947(a)(1) of the Internal Revenue Code (except private foundations)
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OMB No. 1545-0047
2019
Open to Public Inspection
A For the 2019 calendar year, or tax year beginning 10-01-2019 , and ending 09-30-2020
BCheck if applicable:
CName of organization
COUNCIL OF STATE AND TERRITORIAL
EPIDEMIOLOGISTS INC
 
Doing business as
 
 
Number and street (or P.O. box if mail is not delivered to street address)
2635 CENTURY PARKWAY NE NO 700
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
ATLANTA, GA30345
D Employer identification number

23-7410799
E Telephone number

G Gross receipts $ 15,311,429
F Name and address of principal officer:
JANET HAMILTON
2635 CENTURY PARKWAY NE NO 700
ATLANTA,GA30345
I
Tax-exempt status: ( 6 ) LeftBullet (insert no.) or
J
Website:MediumBullet
WWW.CSTE.ORG
H(a)
Is this a group return for
subordinates?
H(b)
Are all subordinates
included?
If "No," attach a list. (see instructions)
H(c)
Group exemption number MediumBullet  
K Form of organization:  
L Year of formation: 1992
M State of legal domicile: GA
Part I
Summary
Activities  & Governance 1 Briefly describe the organization’s mission or most significant activities: DEVELOPMENT OF STATE SURVEILLANCE AND EPIDEMIOLOGIST TRAININGVISION STATEMENTTHE COUNCIL OF STATE AND TERRITORIAL EPIDEMIOLOGISTS IS COMMITTED TO IMPROVING THE PUBLIC'S HEALTH BY SUPPORTING THE EFFORTS OF EPIDEMIOLOGISTS WORKING AT THE STATE AND LOCAL LEVEL TO INFLUENCE PUBLIC HEALTH PROGRAMS AND POLICY BASED ON SCIENCE AND DATA.
2 Check this box MediumBullet
3 Number of voting members of the governing body (Part VI, line 1a) ........ 3 10
4 Number of independent voting members of the governing body (Part VI, line 1b) ..... 4 10
5 Total number of individuals employed in calendar year 2019 (Part V, line 2a) ...... 5 66
6 Total number of volunteers (estimate if necessary) ............. 6 1,000
7a Total unrelated business revenue from Part VIII, column (C), line 12 ........ 7a 0
b Net unrelated business taxable income from Form 990-T, line 39 ......... 7b 0
Revenues Prior Year Current Year
8 Contributions and grants (Part VIII, line 1h) ......... 17,370,195 15,036,694
9 Program service revenue (Part VIII, line 2g) ......... 1,196,315 243,211
10 Investment income (Part VIII, column (A), lines 3, 4, and 7d ) .... 13,931 13,985
11 Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e) 16,750 17,539
12 Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12) 18,597,191 15,311,429
Expenses; 13 Grants and similar amounts paid (Part IX, column (A), lines 1–3 )... 4,825,891 3,961,400
14 Benefits paid to or for members (Part IX, column (A), line 4)..... 0 0
15 Salaries, other compensation, employee benefits (Part IX, column (A), lines 5–10) 5,860,682 5,845,074
16a Professional fundraising fees (Part IX, column (A), line 11e) ..... 0 0
b Total fundraising expenses (Part IX, column (D), line 25) MediumBullet0    
17 Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e).... 7,722,222 5,430,005
18 Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25) 18,408,795 15,236,479
19 Revenue less expenses. Subtract line 18 from line 12....... 188,396 74,950
Net Assets or Fund Balances; Beginning of Current Year End of Year
20 Total assets (Part X, line 16)............. 5,512,088 5,151,092
21 Total liabilities (Part X, line 26)............. 2,609,759 2,173,813
22 Net assets or fund balances. Subtract line 21 from line 20..... 2,902,329 2,977,279
Part II
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May the IRS discuss this return with the preparer shown above? (see instructions) ..........
For Paperwork Reduction Act Notice, see the separate instructions.
Cat. No. 11282Y Form 990 (2019)
Form 990 (2019)
Page 2
Part III
Statement of Program Service Accomplishments
Check if Schedule O contains a response or note to any line in this Part III..............
1
Briefly describe the organization’s mission: SEE SCHEDULE OCSTE PROMOTES THE EFFECTIVE USE OF EPIDEMIOLOGIC DATA TO GUIDE PUBLIC HEALTH PRACTICE AND IMPROVE HEALTH. CSTE ACCOMPLISHES THIS BY SUPPORTING THE USE OF EFFECTIVE PUBLIC HEALTH SURVEILLANCE AND GOOD EPIDEMIOLOGIC PRACTICE THROUGH TRAINING, CAPACITY DEVELOPMENT, AND PEER CONSULTATION, DEVELOPING STANDARDS FOR PRACTICE, AND ADVOCATING FOR RESOURCES AND SCIENTIFICALLY BASED POLICY.
2
Did the organization undertake any significant program services during the year which were not listed on
the prior Form 990 or 990-EZ? .....................
If "Yes," describe these new services on Schedule O.
3
Did the organization cease conducting, or make significant changes in how it conducts, any program
services? ...........................
If "Yes," describe these changes on Schedule O.
4
Describe the organization’s program service accomplishments for each of its three largest program services, as measured by expenses. Section 501(c)(3) and 501(c)(4) organizations are required to report the amount of grants and allocations to others, the total expenses, and revenue, if any, for each program service reported.
4a (Code:   ) (Expenses $   including grants of $   ) (Revenue $   )
SEE SCHEDULE OCDC/CSTE APPLIED EPIDEMIOLOGY FELLOWSHIP PROGRAM:CREATED IN 2003, THE APPLIED EPIDEMIOLOGY FELLOWSHIP (AEF) IS DESIGNED FOR RECENT MASTER'S OR DOCTORAL-LEVEL GRADUATES IN EPIDEMIOLOGY OR A RELATED FIELD WHO ARE INTERESTED IN PUBLIC HEALTH PRACTICE AT THE STATE OR LOCAL LEVEL. THE PROGRAM PROVIDES RIGOROUS TRAINING AND MENTORSHIP FOR ITS PARTICIPANTS WHILE ALSO BEING FLEXIBLE TO MEET THE SUBJECT AREA INTERESTS OF THE FELLOW. FELLOWS DEVELOP A SET OF CORE SKILLS THROUGH COMPETENCY-BASED TRAINING.BASED ON THE EPIDEMIC INTELLIGENCE SERVICE (EIS) PROGRAM AND USING A MENTORSHIP MODEL, THE FELLOWSHIP OFFERS A UNIQUE OPPORTUNITY FOR GRADUATES TO DEVELOP EPIDEMIOLOGIC SKILLS WITH HIGH QUALITY, ON-THE-JOB TRAINING. FELLOWS WORK CLOSELY WITH HIGHLY TRAINED AND EXPERIENCED EPIDEMIOLOGISTS AT THE STATE AND LOCAL LEVEL, AS WELL AS THOSE WORKING AT THE FEDERAL LEVEL WITH CDC. OVERALL, 84% OF FELLOWSHIP GRADUATES WORKED IN STATE, LOCAL, OR FEDERAL PUBLIC HEALTH AGENCIES FOR AT LEAST A YEAR FOLLOWING THE FELLOWSHIP. AEF HIGHLIGHTS1) BROOKE TALBOT, MS, A CLASS XVI FOODBORNE INFECTIOUS DISEASE FELLOW AT THE NEW YORK CITY DEPARTMENT OF HEALTH AND MENTAL HYGIENE, WAS ACTIVATED TO SUPPORT NEW YORK CITY'S BUREAU OF IMMUNIZATIONS DURING THE MEASLES OUTBREAK THAT BEGAN IN OCTOBER 2018. SHE ASSISTED IN DEVELOPMENT AND TRAINING OF A SYSTEMATIC WORKFLOW FOR HOUSEHOLD CONTACT TRACING DURING THE EMERGENCY RESPONSE, COMMUNICATED AND COORDINATED WITH CASE INVESTIGATORS ABOUT CASE CONTACTS' IMMUNE STATUS AND ELIGIBILITY FOR POST-EXPOSURE PROPHYLAXIS, AND COORDINATED WITH PRIMARY CARE PROVIDERS OF CASES. SHE ALSO IDENTIFIED AND NOTIFIED BUILDINGS WITH MULTIPLE CASES AND IDENTIFIED POTENTIAL GEOGRAPHIC CHAINS OF TRANSMISSION USING GOOGLE EARTH.2) ELIZABETH HEITZ, MPH, A CLASS XVI ENVIRONMENTAL HEALTH FELLOW AT THE MARYLAND DEPARTMENT OF HEALTH, PERFORMED AN EVALUATION OF MARYLAND'S CHILDHOOD LEAD REGISTRY TO EXAMINE WHETHER THE SYSTEM WAS EFFECTIVELY CAPTURING ALL CHILDREN WITH BLOOD LEAD CONCENTRATIONS ABOVE THE REFERENCE LEVEL, PRODUCING ACCURATE ESTIMATES OF LEAD EXPOSURE OVER TIME AND IN SENSITIVE SUB-POPULATIONS, AND PROVIDING DATA OF SUFFICIENT QUALITY AND TIMELINESS FOR INTERVENTION. SHE CONDUCTED KEY INFORMANT INTERVIEWS WITH STAKEHOLDERS TO UNDERSTAND OPERATIONS AND EVALUATE QUALITATIVE ATTRIBUTES OF THE SYSTEM, PERFORMED AN ANALYSIS OF THE REGISTRY DATA TO ASSESS QUANTITATIVE SYSTEM ATTRIBUTES, AND PRESENTED HER PRELIMINARY RESULTS AT THE 2019 CSTE ANNUAL CONFERENCE.3) KATHARINE (KAYLA) BRUCE, MPH, A CLASS XVI MATERNAL AND CHILD HEALTH FELLOW AT THE LOUISIANA DEPARTMENT OF HEALTH, WAS HONORED AS CSTE'S 2020 HILLARY B. FOULKES AWARD RECIPIENT. HER FELLOWSHIP WORK DEMONSTRATED A COMMITMENT TO MATERNAL AND CHILD HEALTH, INCREASING ACCESS TO REPRODUCTIVE CARE, AND ADDRESSING SOCIAL DETERMINANTS OF HEALTH AND HEALTH EQUITY. HER WORK INCLUDED AN ANALYSIS OF DISPARITIES IN POSTPARTUM CONTRACEPTIVE METHOD USE, WHICH WAS PUBLISHED IN MATERNAL AND CHILD HEALTH JOURNAL. SHE ALSO WROTE CODE TO CALCULATE HEALTH EQUITY METRICS FOR ALL CENSUS TRACTS IN LOUISIANA AND CREATED A GUIDE TO FACILITATE USE OF THESE METRICS IN STATEWIDE SURVEILLANCE AND REPORTING. AFTER HER FELLOWSHIP, SHE STAYED AT THE LOUISIANA DEPARTMENT OF HEALTH AS THE MATERNAL MORBIDITY AND MORTALITY EPIDEMIOLOGIST.4) KIRTANA RAMADUGU, MPH, A CLASS XV INFECTIOUS DISEASES FELLOW AT THE FLORIDA DEPARTMENT OF HEALTH, WORKED ON A VARIETY OF PROJECTS IN AREAS SUCH AS ZOONOTIC, VECTORBORNE, FOOD AND WATERBORNE, HIV, AND INJURY. MAJOR PROJECTS INCLUDED STUDYING CARBON MONOXIDE POISONINGS IN FLORIDA FOLLOWING HURRICANE IRMA AND ALSO EXAMINING LOCAL TRANSMISSION OF ZIKA, CHIKUNGUNYA, AND DENGUE VIRUSES. FOLLOWING GRADUATION FROM THE FELLOWSHIP, KIRTANA WORKED AS A TOBACCO EPIDEMIOLOGIST AND IS NOW A LABORATORY EPIDEMIOLOGIST AT THE OHIO DEPARTMENT OF HEALTH.
4b (Code:   ) (Expenses $   including grants of $   ) (Revenue $   )
SEE SCHEDULE OTRAININGS AND RESOURCES: 1) DEVELOPED A PROTOCOL AND DATA COLLECTION GUIDANCE DOCUMENT TO STANDARDIZE HEALTH DEPARTMENT REPORTING OF INFECTIOUS PERSONS WITH RECENT TRAVEL TO CDC'S QUARANTINE STATIONS.2) PROVIDED SAS E-LEARNING COURSES TO 23 HIV SURVEILLANCE STAFF ACROSS VARIOUS JURISDICTIONS TO BUILD EPIDEMIOLOGIC CAPACITY. 3) RELEASED A WATERBORNE OUTBREAK RESPONSE TRAINING MODELED AFTER THE EPI-READY TEAM TRAINING FOR FOODBORNE OUTBREAK RESPONSE IN SPRING 2020.4) SUPPORTED CIFOR'S RELEASE OF GUIDELINES FOR FOODBORNE DISEASE OUTBREAK RESPONSE, 3RD ED. IN MAY 2020, AS WELL AS THE RELEASE OF THE FOOD SAFETY PROGRAMS REFERENCE GUIDE IN OCTOBER 2019. THE LATTER IS A COMPILATION OF CURRENT GOVERNMENTAL FOOD SAFETY EFFORTS AIMED AT DETECTING, INVESTIGATING, CONTROLLING, OR PREVENTING FOODBORNE DISEASE IN THE U.S.5) RELEASED A TOOLKIT FOR ENHANCED GONORRHEA SURVEILLANCE IN JANUARY 2020, WITH THE GOAL OF IMPROVING THE EPIDEMIOLOGICAL CAPACITY OF JURISDICTIONS IN CONDUCTING ENHANCED GONORRHEA SURVEILLANCE.6) RELEASED THE ANTIMICROBIAL RESISTANCE SURVEILLANCE TASKFORCE (ARSTF) YEAR 3 REPORT AND RECOMMENDATIONS FOR ANTIMICROBIAL RESISTANCE SURVEILLANCE IN THE UNITED STATES.7) LAUNCHED AN ONLINE COURSE, "CREATING AN ACTION PLAN FOR OPIOID SURVEILLANCE," FOR MEMBERS AND THE PUBLIC VIA CSTE LEARN, AN E-LEARNING PLATFORM ON THE CSTE WEBSITE.8) PROVIDED AN IN-PERSON SUICIDE PREVENTION GATEKEEPER TRAINING IN THE U.S. VIRGIN ISLANDS (USVI) FOR 98 COMMUNITY STAKEHOLDERS AND USVI DEPARTMENT OF HEALTH PERSONNEL.9) COVID-19 | DEVELOPED AND CURATED THE CSTE COVID-19 RESPONSE RESOURCE REPOSITORY AND RELATED DISCUSSION FORUMS ON BASECAMP TO ENCOURAGE JURISDICTIONAL SHARING OF INFORMATION, RESOURCES, BEST PRACTICES, AND CHALLENGES.10) COVID-19 | DEVELOPED AND CURATED A CASE INVESTIGATION/CONTACT TRACING (CI/CT) WORKFORCE DEVELOPMENT RESOURCE REPOSITORY FOR EPIDEMIOLOGISTS SUPPORTING CI/CT.11) COVID-19 | APPROVED TWO INTERIM POSITION STATEMENTS TO (1) STANDARDIZE AND (2) UPDATE THE CASE DEFINITION FOR COVID-19 AND ADD COVID-19 TO THE LIST OF NATIONALLY NOTIFIABLE CONDITIONS.12) COVID-19 | DEVELOPED AN APPENDIX ON EPIDEMIOLOGICAL CLASSIFICATION OF WORK-RELATEDNESS TO ACCOMPANY THE COVID-19 POSITION STATEMENT.13) COVID-19 | IN COLLABORATION WITH THE COUNCIL FOR OUTBREAK RESPONSE: HEALTHCARE-ASSOCIATED INFECTIONS AND ANTIMICROBIAL-RESISTANT PATHOGENS (CORHA) OUTBREAK DETECTION AND REPORTING WORKGROUP, DEVELOPED SETTING-SPECIFIC COVID-19 OUTBREAK DEFINITIONS AND REPORTING THRESHOLDS TO SUPPORT COVID-19 OUTBREAK INVESTIGATION AND REPORTING IN PUBLIC HEALTH AUTHORITIES (PHAS).14) COVID-19 | DEVELOPED AND DISSEMINATED RECOMMENDED INTERIM GUIDANCE FOR COLLECTING EMPLOYMENT INFORMATION ABOUT COVID-19 CASES.15) COVID-19 | COLLECTED AND PUBLISHED ELR POINTS OF CONTACTS FOR LABORATORIES AND OTHER REPORTING ENTITIES TO CONNECT WITH THE APPROPRIATE PUBLIC HEALTH AGENCY.16) COVID-19 | DISSEMINATED A COVID-19 ELR CAPABILITIES AND NEEDS ASSESSMENT FOR CSTE, APHL, AND CDC TO BETTER UNDERSTAND THE ELR-RELATED TECHNICAL ASSISTANCE NEEDS OF PUBLIC HEALTH AGENCIES.
4c (Code:   ) (Expenses $   including grants of $   ) (Revenue $   )
SEE SCHEDULE OBUILDING STLT CAPACITY:1) ASSESSED BEHAVIORAL AND MENTAL HEALTH IMPACTS OF HURRICANES IRMA AND MARIA IN USVI THAT INFORMED THE DEVELOPMENT OF EVIDENCE-BASED RECOMMENDATIONS TO PREPARE FOR FUTURE HURRICANES AND ENVIRONMENTAL DISASTERS.2) CONTINUED FUNDING FOR THREE HEALTH DEPARTMENTS AND AWARDED NEW FUNDING TO ONE HEALTH DEPARTMENT TO PARTICIPATE IN LABORATORY-CONFIRMED, POPULATION-BASED, ALL-AGES, INFLUENZA HOSPITALIZATION SURVEILLANCE FOR THE 2019-20 INFLUENZA SEASONS. FUNDED 17 STATE AND LOCAL JURISDICTIONS TO PARTICIPATE IN OPTIONAL ACTIVITIES TO ADDRESS SPECIFIC GAPS IN NATIONAL INFLUENZA SURVEILLANCE.3) HOSTED A FOUR-PART INTERACTIVE LEARNING SERIES, IN PARTNERSHIP WITH HEALTHHIV, ON IDENTIFYING AND SHARING STLT BEST PRACTICES FOR INTEGRATING HIV SURVEILLANCE AND PREVENTION PROGRAMS.4) SUPPORTED MULTI-YEAR INFORMATICS FIELD ASSIGNEE (IFA) POSITIONS IN FOUR JURISDICTIONS TO INCREASE INFORMATICS WORKFORCE CAPACITY.5) PUBLISHED MULTIPLE CONTENT RELEASES OF REPORTING SPECIFICATIONS FOR 89 CONDITIONS IN THE REPORTABLE CONDITIONS KNOWLEDGE MANAGEMENT SYSTEM (RCKMS), CONTINUED TO DEVELOP THE AUTHORING INTERFACE AND DECISION SUPPORT SERVICE RCKMS TOOL, AND SUPPORTED JURISDICTIONS IN IMPLEMENTING ELECTRONIC CASE REPORTING (ECR).6) SUPPORTED THE NSSP COMMUNITY OF PRACTICE (COP) INCLUDING THE CORE COMMITTEE, NUMEROUS WORKGROUPS, AND KNOWLEDGE REPOSITORY TO ENHANCE SYNDROMIC SURVEILLANCE CAPACITY AND INFORMATION SHARING.7) HOSTED A FOUR-PART DATA LINKAGE WEBINAR SERIES FOR DRUG OVERDOSE SURVEILLANCE FEATURING BEST PRACTICES FOR COMBINING DATA SOURCES TO BETTER UNDERSTAND THE TOTAL BURDEN OF OVERDOSE IN JURISDICTIONS.8) FUNDED FOUR JURISDICTIONS TO PILOT THE CSTE NEONATAL ABSTINENCE SYNDROME STANDARDIZED SURVEILLANCE CASE DEFINITION, TIER 1.9) COVID-19 | STRENGTHENED STLT WORKFORCE CAPACITY THROUGH THE CDC/CSTE APPLIED EPIDEMIOLOGY FELLOWSHIP (AEF) PROGRAM WITH ALL FELLOWS CONTRIBUTING TO THE COVID-19 RESPONSE AT THEIR HOST SITES AND BY PLACING 11 NEW COVID-19-FOCUSED FELLOWS ACROSS THE COUNTRY.10) COVID-19 | SUPPORTED FOUR INFLUENZA HOSPITALIZATION SURVEILLANCE PROJECT (IHSP) SITES TO CONDUCT COVID-19 SURVEILLANCE ACTIVITIES AND PARTICIPATE IN COVID-NET.11) COVID-19 | SUPPORTED FIVE ACADEMIC AND PRIVATE INDUSTRY GROUPS TO DEVELOP COVID-19 FORECASTS AND INTERVENTION-FOCUSED MATHEMATICAL MODELS TO ENHANCE APPLIED PUBLIC HEALTH DECISION MAKING FOR INTERVENTION AND MITIGATION STRATEGIES.12) COVID-19 | SUPPORTED SIX PUBLIC HEALTH AGENCIES TO CONDUCT SURVEILLANCE AND INVESTIGATION ACTIVITIES FOR SARS-COV-2 IN ANIMALS.13) COVID-19 | SUPPORTED TWENTY-FIVE PUBLIC HEALTH AGENCIES TO IMPLEMENT AN 11-QUESTION COVID-19 SUPPLEMENT ON MATERNAL BEHAVIORS AND EXPERIENCES BEFORE, DURING, AND SHORTLY AFTER PREGNANCY, AS PART OF THEIR ROUTINE JURISDICTIONAL MATERNAL CHILD HEALTH SURVEILLANCE.14) COVID-19 | SUPPORTED SIX JURISDICTIONS TO COLLABORATE ACROSS PUBLIC HEALTH AGENCIES AND MEDICAL EXAMINER'S OFFICES TO DEVELOP AND IMPLEMENT PROTOCOLS FOR ENHANCING IDENTIFICATION AND INVESTIGATION OF UNEXPLAINED RESPIRATORY DEATHS OCCURRING OUTSIDE THE HEALTHCARE SETTING.CONVENINGS & MEETINGS:1) CONVENED 14 WORKSHOPS AT THE 2019 CSTE ANNUAL CONFERENCE TO PROVIDE TRAINING, BUILD CAPACITY, AND DEVELOP SUBJECT MATTER EXPERTISE.2) HOSTED AN INFECTIOUS DISEASE FORECASTING FOR PUBLIC HEALTH WORKSHOP TO PROVIDE AN IN-DEPTH REVIEW OF FORECASTING INITIATIVES AND METHODOLOGIES FOR INFLUENZA, VECTORBORNE DISEASES, AND OTHER INFECTIOUS DISEASES, OBTAIN INPUT ON PRODUCTS AND TOOLS DEVELOPED THROUGH THE CDC/CSTE FORECASTING WORKGROUP, AND EXPLORE WAYS TO IMPROVE THE UTILITY AND INTEGRATION OF FORECASTING INTO PUBLIC HEALTH DECISION MAKING.3) CONTINUED TO CO-CHAIR CORHA, HOSTING AN IN-PERSON COUNCIL MEETINGS IN ATLANTA, GA (WINTER 2020) TO DEVELOP PATHOGEN-SPECIFIC RESOURCES AND THE CORHA HIGH LEVEL GUIDANCE FOR HAI/AR PATHOGENS.4) HOSTED THE 2020 ARSTF STRATEGIC PLANNING MEETING TO PRIORITIZE FUTURE ACTIVITIES FOCUSED ON DATA LINKAGES, DATA SUPPRESSION, WORKFORCE DEVELOPMENT, AND ANTIMICROBIAL RESISTANCE THROUGH A ONE HEALTH APPROACH.5) COVID-19 | FACILITATED RAPID BIDIRECTIONAL COMMUNICATIONS BETWEEN CENTERS FOR DISEASE CONTROL AND PREVENTION (CDC) INCIDENT MANAGEMENT SYSTEM (IMS) RESPONSE AND CSTE MEMBERS BY SHARING INFORMATION, RESOURCES, AND GUIDANCE DOCUMENTS AND PROVIDING FEEDBACK TO INFORM RESPONSE STRATEGIES AND EMERGING RESPONSE NEEDS.6) COVID-19 | HOSTED DAILY INTERNAL COVID-19 RESPONSE COORDINATION BRIEFINGS TO COORDINATE CSTE STAFF EFFORTS IN SUPPORT OF THE PANDEMIC RESPONSE.7) COVID-19 | HOSTED WEEKLY COVID-19 ALL STATE EPI CALLS TO DISCUSS EMERGING ISSUES AND RESPONSE-RELATED NEEDS WITH STATE EPIDEMIOLOGISTS, CITY AND LARGE URBAN AREA EPIDEMIOLOGISTS (CLUE), AND THE CSTE EXECUTIVE BOARD.8) COVID-19 | HOSTED WEEKLY CDC/CSTE COVID-19 CORE GROUP CALLS TO PROVIDE RAPID FEEDBACK ON NATIONAL RESPONSE STRATEGIES, PRE-DECISIONAL GUIDANCE DOCUMENTS, RESOURCES, AND TOOLS.9) COVID-19 | HOSTED WEEKLY CDC/CSTE/ASSOCIATION OF PUBLIC HEALTH LABORATORIES (APHL) COVID-19 CORE GROUP CALLS FOR COORDINATION ON EMERGING EPI-LAB ISSUES ASSOCIATED WITH THE PANDEMIC RESPONSE.10) COVID-19 | HOSTED WEEKLY CSTE OCCUPATIONAL HEALTH (OH) COVID-19 CALLS WITH THE NATIONAL INSTITUTE FOR OCCUPATIONAL SAFETY AND HEALTH (NIOSH) AND CSTE'S OCCUPATIONAL HEALTH SUBCOMMITTEE MEMBERS FROM APRIL 2020 TO AUGUST 2020. THE GROUP CURRENTLY CONVENES ON A MONTHLY BASIS.11) COVID-19 | HOSTED BIWEEKLY COVID-19 HEALTHCARE-ASSOCIATED INFECTIONS (HAI) LISTENING SESSIONS WITH CDC'S DIVISION OF HEALTHCARE QUALITY PROMOTION AND CSTE'S HAI SUBCOMMITTEE.12) COVID-19 | HOSTED BIWEEKLY CDC/APHL/CSTE COVID-19 SEROLOGY AND IMMUNITY WORKGROUP CALLS TO DISCUSS SEROPREVALENCE STUDIES APPROACHES AND ISSUES AROUND THE INTERPRETATION OF SEROLOGY RESULTS AND THE UTILITY FOR UNDERSTANDING DISEASE BURDEN.13) COVID-19 | HOSTED BIWEEKLY COVID-19 DATA PREPAREDNESS WORKGROUP CALLS TO ADDRESS ONGOING AND EMERGING CHALLENGES AND TOPICS OF INTEREST FOR COVID-19 DATA PREPAREDNESS, WITH AN EMPHASIS ON APPROACHING THESE DISCUSSIONS FROM AN INFORMATICS, SOLUTIONS-BASED PERSPECTIVE.14) COVID-19 | HOSTED BIWEEKLY COVID-19 CASE INVESTIGATION AND CONTACT TRACING (CI/CT) WORKGROUP CALLS TO DISCUSS CHALLENGES AND PROMISING PRACTICES, INCLUDING METRICS AND INDICATORS FOR MEASURING IMPACT OF CI/CT ON DISEASE TRANSMISSION.15) COVID-19 | HOSTED SEVERAL AD-HOC TOPICAL WEBINAR PRESENTATIONS, INCLUDING: > DEMONSTRATIONS ON CONTACT TRACING TOOLS, ILLNESS MONITORING SYSTEMS, AND EXPOSURE NOTIFICATION TECHNOLOGY FOR COVID-19 > COVID-19 SEWAGE SURVEILLANCE > COVID-19 SEROLOGY AND IMMUNITY UPDATES > IMPLEMENTATION OF COVID-19 HEALTH EQUITY STRATEGY > CDC COVID-19 PUBLIC USE DATASET > SYNDROMIC SURVEILLANCE FOR COVID-19 > COVID-19 VACCINE DEVELOPMENT > COVID-19 DURING PREGNANCY
(Code:   ) (Expenses $   including grants of $   ) (Revenue $   )
PARTNERSHIPS:1) COVID-19 | COLLABORATED WITH THE WORLD ECONOMIC FORUM ON TWO PROJECTS IN THE FORUM'S "INTERNET OF THINGS" PORTFOLIO AIMED AT IMPROVING TIMELINESS, COMPLETENESS, AND ACCURACY OF DATA FOR THE COVID-19 RESPONSE.2) COVID-19 | ESTABLISHED AND EXPANDED PARTNERSHIPS WITH APHL, ASSOCIATION OF STATE AND TERRITORIAL HEALTH OFFICIALS (ASTHO), NATIONAL ASSOCIATION OF COUNTY AND CITY HEALTH OFFICIALS (NACCHO), CDC FOUNDATION, ABBOTT, MODERNA THERAPEUTICS, PFIZER, PEW RESEARCH CENTER, ROBERT WOOD JOHNSON FOUNDATION, APPLE, AND GOOGLE.3) COVID-19 | PROVIDED DESIGNATED USERS AT STATE, TERRITORIAL, LOCAL, AND TRIBAL (STLT) HEALTH AGENCIES COMPLIMENTARY ACCESS TO EXPERIAN HEALTH'S UNIVERSAL IDENTIFY MANAGER AND LEXIS NEXIS ACCURINT TO ASSIST IN CONTACT TRACING AND CASE INVESTIGATION EFFORTS.4) COVID-19 | COORDINATED WITH APHL AND CDC ON ELECTRONIC LABORATORY REPORTING (ELR) TOPICS, INCLUDING FEEDBACK ON ASK ON ORDER ENTRY QUESTIONS AND THE CREATION OF THE NATIONAL ELR FLAT FILE AND HL7 (HEALTH LEVEL SEVEN) GENERATOR TOOL.5) COVID-19 | COLLABORATED WITH ASTHO, NACCHO AND APHL ON MUTUAL COVID-19 RESPONSE PRIORITIES TO STREAMLINE OVERALL RESPONSE COORDINATION WITH CDC INCIDENT MANAGEMENT AND OTHER FEDERAL PUBLIC HEALTH AGENCIES.POLICY:1) CONTINUED SUPPORTING THE DATA: ELEMENTAL TO HEALTH CAMPAIGN WITH APHL, NAPHSIS, AND HIMSS TO TRANSFORM PUBLIC HEALTH SURVEILLANCE AND PUBLIC HEALTH DATA SYSTEMS. DATA: ELEMENTAL TO HEALTH ADVOCATED FOR INCREASED INVESTMENT IN THE PUBLIC HEALTH DATA INFRASTRUCTURE, ACHIEVING $50 MILLION IN FUNDING FOR CDC'S DATA MODERNIZATION INITIATIVE (DMI) IN FY 2020 AND $500 MILLION THROUGH COVID-19 RELIEF APPROPRIATIONS.2) CO-SIGNED SEVERAL LETTERS TO CONGRESS AND FEDERAL GOVERNMENT AGENCIES, INCLUDING SEVERAL LETTERS WITH THE CDC COALITION, ASTHO AFFILIATES, AND APHL IN SUPPORT OF CDC BUDGET PRIORITIES. OTHER ADVOCACY LETTERS CSTE CO-SIGNED INCLUDE: >IN SUPPORT OF PROVISIONS OF THE LEADING INFRASTRUCTURE FOR TOMORROW'S AMERICA (LIFT AMERICA) ACT TO INVEST IN PUBLIC HEALTH INFRASTRUCTURE. >IN SUPPORT OF FUNDING FOR GLOBAL AND DOMESTIC TUBERCULOSIS PROGRAMS AT CDC. >IN SUPPORT OF OVERALL FUNDING OF MORE THAN $8 BILLION FOR CDC IN FY 2020 AND 2021. >IN SUPPORT OF HHS ACTION ON ANTIMICROBIAL RESISTANCE. >IN SUPPORT OF FUNDING FOR CDC'S SURVEILLANCE FOR EMERGING THREATS TO MOTHERS AND BABIES PROGRAM. >IN SUPPORT OF FUNDING FOR CDC'S EMERGING ZOONOTIC INFECTIOUS DISEASES AND THE ADVANCED MOLECULAR DETECTION PROGRAM. >IN SUPPORT OF AN OCCUPATIONAL SAFETY AND HEALTH ADMINISTRATION (OSHA) EMERGENCY TEMPORARY STANDARD FOR INFECTIOUS DISEASE TO ADDRESS COVID-19. >IN SUPPORT OF FUNDING FOR THE NATIONAL WILDLIFE HEALTH CENTER. >IN SUPPORT OF FUNDING FOR CDC'S PUBLIC HEALTH EMERGENCY PREPAREDNESS COOPERATIVE PROGRAM AND FOR THE ASSISTANT SECRETARY FOR PREPAREDNESS AND RESPONSE'S HOSPITAL PREPAREDNESS PROGRAM. >IN SUPPORT OF MAINTAINING SOCIAL DISTANCING, TRAVEL, AND GATHERING GUIDELINES. >IN SUPPORT OF $450 MILLION IN FUNDING FOR CDC'S DMI IN A FOURTH COVID-19 SUPPLEMENTAL APPROPRIATIONS PACKAGE. >REQUESTING ACTION TO ALLEVIATE SHORTAGES OF VENTILATORS AND PERSONAL PROTECTIVE EQUIPMENT. >IN SUPPORT OF A HEALTH DEFENSE OPERATIONS BUDGET DESIGNATION TO ALLOW FOR INCREASED INVESTMENTS IN PUBLIC HEALTH AND PANDEMIC PREPAREDNESS. >IN SUPPORT OF RENEWING THE COVID-19 PUBLIC HEALTH EMERGENCY THAT WAS SET TO EXPIRE ON JULY 25, 2020. >IN SUPPORT OF THE STRENGTHENING THE PUBLIC HEALTH WORKFORCE ACT TO INCENTIVIZE PEOPLE TO JOIN AND REMAIN IN THE PUBLIC HEALTH WORKFORCE.3) PROVIDED A FORUM FOR SYNDROMIC SURVEILLANCE POLICY DISCUSSIONS THROUGH RECURRING MEETINGS OF THE CSTE SURVEILLANCE POLICY SUBCOMMITTEE.4) SUBMITTED COMMENTS TO UNITED STATES PHARMACOPEIA (USP) ON PROPOSED REVISIONS FOR THE GENERAL CHAPTER <797> PHARMACEUTICAL COMPOUNDING STERILE PREPARATIONS.5) SUBMITTED COMMENTS TO HHS REQUEST FOR PUBLIC COMMENT ON CDC'S UPDATED RECOMMENDATIONS FOR HEPATITIS C SCREENING AMONG ADULTS.
4d Other program services (Describe in Schedule O.)
(Expenses $   including grants of $   ) (Revenue $   )
4e Total program service expensesMediumBullet  
Form 990 (2019)
Form 990 (2019)
Page 3
Part IV
Checklist of Required Schedules
Yes
No
1
Is the organization described in section 501(c)(3) or 4947(a)(1) (other than a private foundation)? If "Yes," complete Schedule A.....................
1
 
No
2
Is the organization required to complete Schedule B, Schedule of Contributors (see instructions)? Click to see attachment...
2
Yes
 
3
Did the organization engage in direct or indirect political campaign activities on behalf of or in opposition to candidates for public office? If "Yes," complete Schedule C, Part IClick to see attachment.............
3
 
No
4
Section 501(c)(3) organizations. Did the organization engage in lobbying activities, or have a section 501(h) election in effect during the tax year? If "Yes," complete Schedule C, Part II.........
4
 
 
5
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? If "Yes," complete Schedule C, Part IIIClick to see attachment..
5
Yes
 
6
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? If "Yes," complete Schedule D, Part IClick to see attachment.........................
6
 
No
7
Did the organization receive or hold a conservation easement, including easements to preserve open space,
the environment, historic land areas, or historic structures? If "Yes," complete Schedule D, Part IIClick to see attachment....
7
 
No
8
Did the organization maintain collections of works of art, historical treasures, or other similar assets? If "Yes,"
complete Schedule D,
Part IIIClick to see attachment..............
8
 
No
9
Did the organization report an amount in Part X, line 21 for escrow or custodial account liability; serve as a custodian for amounts not listed in Part X; or provide credit counseling, debt management, credit repair, or debt negotiation services? If "Yes," complete Schedule D, Part IVClick to see attachment..............
9
 
No
10
Did the organization, directly or through a related organization, hold assets in temporarily restricted endowments, permanent endowments, or quasi endowments? If "Yes," complete Schedule D, Part V......
10
 
No
11
If the organization’s answer to any of the following questions is "Yes," then complete Schedule D, Parts VI, VII, VIII, IX, or X as applicable.
a
Did the organization report an amount for land, buildings, and equipment in Part X, line 10? If "Yes," complete
Schedule D,
Part VI. Click to see attachment...................
11a
Yes
 
b
Did the organization report an amount for investments—other securities in Part X, line 12 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part VIIClick to see attachment.......
11b
 
No
c
Did the organization report an amount for investments—program related in Part X, line 13 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part VIIIClick to see attachment.......
11c
 
No
d
Did the organization report an amount for other assets in Part X, line 15 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part IXClick to see attachment............
11d
 
No
e
Did the organization report an amount for other liabilities in Part X, line 25? If "Yes," complete Schedule D, Part XClick to see attachment
11e
Yes
 
f
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)? If "Yes," complete Schedule D, Part XClick to see attachment
11f
Yes
 
12a
Did the organization obtain separate, independent audited financial statements for the tax year? If "Yes," complete
Schedule D, Parts XI and XII
Click to see attachment......................
12a
 
No
b
Was the organization included in consolidated, independent audited financial statements for the tax year? If "Yes," and if the organization answered "No" to line 12a, then completing Schedule D, Parts XI and XII is optional Click to see attachment
12b
Yes
 
13
Is the organization a school described in section 170(b)(1)(A)(ii)? If "Yes," complete Schedule E
13
 
No
14a
Did the organization maintain an office, employees, or agents outside of the United States? .....
14a
 
No
b
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? If "Yes," complete Schedule F, Parts I and IV.........
14b
 
No
15
Did the organization report on Part IX, column (A), line 3, more than $5,000 of grants or other assistance to or for any foreign organization? If “Yes,” complete Schedule F, Parts II and IV.....
15
 
No
16
Did the organization report on Part IX, column (A), line 3, more than $5,000 of aggregate grants or other assistance to or for foreign individuals? If “Yes,” complete Schedule F, Parts III and IV...
16
 
No
17
Did the organization report a total of more than $15,000 of expenses for professional fundraising services on Part IX, column (A), lines 6 and 11e? If "Yes," complete Schedule G, Part I(see instructions) ....
17
 
No
18
Did the organization report more than $15,000 total of fundraising event gross income and contributions on Part VIII, lines 1c and 8a? If "Yes," complete Schedule G, Part II............
18
 
No
19
Did the organization report more than $15,000 of gross income from gaming activities on Part VIII, line 9a? If "Yes," complete Schedule G, Part III...................
19
 
No
20a
Did the organization operate one or more hospital facilities? If "Yes," complete Schedule H....
20a
 
No
b
If "Yes" to line 20a, did the organization attach a copy of its audited financial statements to this return?
20b
 
 
21
Did the organization report more than $5,000 of grants or other assistance to any domestic organization or domestic government on Part IX, column (A), line 1? If “Yes,” complete Schedule I, Parts I and II.....Click to see attachment
21
Yes
 
Form 990 (2019)
Form 990 (2019)
Page 4
Part IV
Checklist of Required Schedules (continued)
Yes
No
22
Did the organization report more than $5,000 of grants or other assistance to or for domestic individuals on Part IX, column (A), line 2? If “Yes,” complete Schedule I, Parts I and III........Click to see attachment
22
Yes
 
23
Did the organization answer "Yes" to Part VII, Section A, line 3, 4, or 5 about compensation of the organization’s current and former officers, directors, trustees, key employees, and highest compensated employees? If "Yes," complete Schedule J....................... Click to see attachment
23
Yes
 
24a
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? If “Yes,” answer lines 24b through 24d and complete Schedule K. If “No,” go to line 25a...............
24a
 
No
b
Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception?...
24b
 
 
c
Did the organization maintain an escrow account other than a refunding escrow at any time during the year
to defease any tax-exempt bonds? ...............
24c
 
 
d
Did the organization act as an "on behalf of" issuer for bonds outstanding at any time during the year?...
24d
 
 
25a
Section 501(c)(3), 501(c)(4), and 501(c)(29) organizations. Did the organization engage in an excess benefit transaction with a disqualified person during the year? If "Yes," complete Schedule L, Part I ....
25a
 
 
b
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? If "Yes," complete Schedule L, Part I.......................
25b
 
 
26
Did the organization report any amount on Part X, line 5 or 22 for receivables from or payables to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons? If "Yes," complete Schedule L, Part II...........
26
 
No
27
Did the organization provide a grant or other assistance to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or employee thereof, a grant selection committee member, or to a 35% controlled entity (including an employee thereof) or family member of any of these persons?
If "Yes," complete
Schedule L, Part III.........................
27
 
No
28
Was the organization a party to a business transaction with one of the following parties (see Schedule L, Part IV instructions for applicable filing thresholds, conditions, and exceptions):
a
A current or former officer, director, trustee, key employee, creator or founder, or substantial contributor? If "Yes," complete Schedule L, Part IV......................
28a
 
No
b
A family member of any individual described in line 28a? If "Yes," complete Schedule L, Part IV.....
28b
 
No
c
A 35% controlled entity of one or more individuals and/or organizations described in lines 28a or 28b? If "Yes," complete Schedule L, Part IV.....................
28c
 
No
29
Did the organization receive more than $25,000 in non-cash contributions? If "Yes," complete Schedule M..
29
 
No
30
Did the organization receive contributions of art, historical treasures, or other similar assets, or qualified conservation contributions? If "Yes," complete Schedule M .................
30
 
No
31
Did the organization liquidate, terminate, or dissolve and cease operations? If "Yes," complete Schedule N, Part I
31
 
No
32
Did the organization sell, exchange, dispose of, or transfer more than 25% of its net assets? If "Yes," complete Schedule N, Part II........................
32
 
No
33
Did the organization own 100% of an entity disregarded as separate from the organization under Regulations sections 301.7701-2 and 301.7701-3? If "Yes," complete Schedule R, Part I............Click to see attachment
33
 
No
34
Was the organization related to any tax-exempt or taxable entity? If "Yes," complete Schedule R, Part II, III, or IV, and Part V, line 1.........................Click to see attachment
34
Yes
 
35a
Did the organization have a controlled entity within the meaning of section 512(b)(13)?
35a
 
No
b
If ‘Yes’ to line 35a, did the organization receive any payment from or engage in any transaction with a controlled entity within the meaning of section 512(b)(13)? If "Yes," complete Schedule R, Part V, line 2 ...
35b
 
 
36
Section 501(c)(3) organizations. Did the organization make any transfers to an exempt non-charitable related organization? If "Yes," complete Schedule R, Part V, line 2.............
36
 
 
37
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? If "Yes," complete Schedule R, Part VIClick to see attachment
37
 
No
38
Did the organization complete Schedule O and provide explanations in Schedule O for Part VI, lines 11b and 19? Note. All Form 990 filers are required to complete Schedule O. ............
38
Yes
 
Part V
Statements Regarding Other IRS Filings and Tax Compliance
Check if Schedule O contains a response or note to any line in this Part V...........
Yes
No
1a
Enter the number reported in Box 3 of Form 1096. Enter -0- if not applicable ..
1a
62
b
Enter the number of Forms W-2G included in line 1a. Enter -0- if not applicable .
1b
0
c
Did the organization comply with backup withholding rules for reportable payments to vendors and reportable gaming (gambling) winnings to prize winners? ..................
1c
Yes
 
Form 990 (2019)
Form 990 (2019)
Page 5
Part V
Statements Regarding Other IRS Filings and Tax Compliance (continued)
2a
Enter 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 return ..................
2a
66
b
If at least one is reported on line 2a, did the organization file all required federal employment tax returns?
Note. If the sum of lines 1a and 2a is greater than 250, you may be required to e-file (see instructions)
2b
Yes
 
3a
Did the organization have unrelated business gross income of $1,000 or more during the year?...
3a
 
No
b
If “Yes,” has it filed a Form 990-T for this year? If “No” to line 3b, provide an explanation in Schedule O...
3b
 
 
4a
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)? ..
4a
 
No
b
If "Yes," enter the name of the foreign country: MediumBullet
See instructions for filing requirements for FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR).
5a
Was the organization a party to a prohibited tax shelter transaction at any time during the tax year? ..
5a
 
No
b
Did any taxable party notify the organization that it was or is a party to a prohibited tax shelter transaction?
5b
 
No
c
If "Yes," to line 5a or 5b, did the organization file Form 8886-T? ............
5c
 
 
6a
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? ...
6a
Yes
 
b
If "Yes," did the organization include with every solicitation an express statement that such contributions or gifts were not tax deductible? ......................
6b
Yes
 
7
Organizations that may receive deductible contributions under section 170(c).
a
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? ....................
7a
 
 
b
If "Yes," did the organization notify the donor of the value of the goods or services provided? .....
7b
 
 
c
Did the organization sell, exchange, or otherwise dispose of tangible personal property for which it was required to file Form 8282? .........................
7c
 
 
d
If "Yes," indicate the number of Forms 8282 filed during the year ....
7d
 
e
Did the organization receive any funds, directly or indirectly, to pay premiums on a personal benefit contract?
7e
 
 
f
Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ..
7f
 
 
g
If the organization received a contribution of qualified intellectual property, did the organization file Form 8899 as required? ......................
7g
 
 
h
If the organization received a contribution of cars, boats, airplanes, or other vehicles, did the organization file a Form 1098-C? ..........................
7h
 
 
8
Sponsoring organizations maintaining donor advised funds. Did a donor advised fund maintained by the sponsoring organization have excess business holdings at any time during the year? ........
8
 
 
9
Sponsoring organizations maintaining donor advised funds.
a
Did the sponsoring organization make any taxable distributions under section 4966?........
9a
 
 
b
Did the sponsoring organization make a distribution to a donor, donor advisor, or related person?...
9b
 
 
10
Section 501(c)(7) organizations. Enter:
a
Initiation fees and capital contributions included on Part VIII, line 12 ...
10a
 
b
Gross receipts, included on Form 990, Part VIII, line 12, for public use of club facilities
10b
 
11
Section 501(c)(12) organizations. Enter:
a
Gross income from members or shareholders .........
11a
 
b
Gross income from other sources (Do not net amounts due or paid to other sources against amounts due or received from them.) ..........
11b
 
12a
Section 4947(a)(1) non-exempt charitable trusts. Is the organization filing Form 990 in lieu of Form 1041?
12a
 
 
b
If "Yes," enter the amount of tax-exempt interest received or accrued during the year.
12b
 
13
Section 501(c)(29) qualified nonprofit health insurance issuers.
a
Is the organization licensed to issue qualified health plans in more than one state? .........
Note. See the instructions for additional information the organization must report on Schedule O.
13a
 
 
b
Enter the amount of reserves the organization is required to maintain by the states in which the organization is licensed to issue qualified health plans ....
13b
 
c
Enter the amount of reserves on hand ............
13c
 
14a
Did the organization receive any payments for indoor tanning services during the tax year?.....
14a
 
No
b
If "Yes," has it filed a Form 720 to report these payments? If "No," provide an explanation in Schedule O..
14b
 
 
15
Is the organization subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or excess parachute payment(s) during the year? ....................
If "Yes," see instructions and file Form 4720, Schedule N.
15
 
No
16
Is the organization an educational institution subject to the section 4968 excise tax on net investment income? ..
If "Yes," complete Form 4720, Schedule O.
16
 
No
Form 990 (2019)
Form 990 (2019)
Page 6
Part VI
Governance, Management, and Disclosure For each "Yes" response to lines 2 through 7b below, and for a "No" response to lines 8a, 8b, or 10b below, describe the circumstances, processes, or changes in Schedule O. See instructions.
Check if Schedule O contains a response or note to any line in this Part VI..............
Section A. Governing Body and Management
Yes
No
1a
Enter the number of voting members of the governing body at the end of the tax year
1a
10
If there are material differences in voting rights among members of the governing body, or if the governing body delegated broad authority to an executive committee or similar committee, explain in Schedule O.
b
Enter the number of voting members included in line 1a, above, who are independent
1b
10
2
Did any officer, director, trustee, or key employee have a family relationship or a business relationship with any other officer, director, trustee, or key employee? .................
2
 
No
3
Did the organization delegate control over management duties customarily performed by or under the direct supervision of officers, directors or trustees, or key employees to a management company or other person? .
3
 
No
4
Did the organization make any significant changes to its governing documents since the prior Form 990 was filed? .
4
 
No
5
Did the organization become aware during the year of a significant diversion of the organization’s assets? .
5
 
No
6
Did the organization have members or stockholders? ................
6
Yes
 
7a
Did the organization have members, stockholders, or other persons who had the power to elect or appoint one or more members of the governing body? ....................
7a
Yes
 
b
Are any governance decisions of the organization reserved to (or subject to approval by) members, stockholders, or persons other than the governing body? ...................
7b
Yes
 
8
Did the organization contemporaneously document the meetings held or written actions undertaken during the year by the following:
a
The governing body? .......................
8a
Yes
 
b
Each committee with authority to act on behalf of the governing body? ............
8b
Yes
 
9
Is there any officer, director, trustee, or key employee listed in Part VII, Section A, who cannot be reached at the organization’s mailing address? If "Yes," provide the names and addresses in Schedule O.......
9
 
No
Section B. Policies (This Section B requests information about policies not required by the Internal Revenue Code.)
Yes
No
10a
Did the organization have local chapters, branches, or affiliates? ............
10a
 
No
b
If "Yes," did the organization have written policies and procedures governing the activities of such chapters, affiliates, and branches to ensure their operations are consistent with the organization's exempt purposes?
10b
 
 
11a
Has the organization provided a complete copy of this Form 990 to all members of its governing body before filing the form? ............................
11a
Yes
 
b
Describe in Schedule O the process, if any, used by the organization to review this Form 990. .....
12a
Did the organization have a written conflict of interest policy? If "No," go to line 13.......
12a
Yes
 
b
Were officers, directors, or trustees, and key employees required to disclose annually interests that could give rise to conflicts? ..........................
12b
Yes
 
c
Did the organization regularly and consistently monitor and enforce compliance with the policy? If "Yes," describe in Schedule O how this was done...................
12c
Yes
 
13
Did the organization have a written whistleblower policy? ...............
13
Yes
 
14
Did the organization have a written document retention and destruction policy? .........
14
Yes
 
15
Did the process for determining compensation of the following persons include a review and approval by independent persons, comparability data, and contemporaneous substantiation of the deliberation and decision?
a
The organization’s CEO, Executive Director, or top management official ...........
15a
Yes
 
b
Other officers or key employees of the organization ................
15b
Yes
 
If "Yes" to line 15a or 15b, describe the process in Schedule O (see instructions).
16a
Did the organization invest in, contribute assets to, or participate in a joint venture or similar arrangement with a taxable entity during the year? ......................
16a
 
No
b
If "Yes," did the organization follow a written policy or procedure requiring the organization to evaluate its participation in joint venture arrangements under applicable federal tax law, and take steps to safeguard the organization’s exempt status with respect to such arrangements? ............
16b
 
 
Section C. Disclosure
17
List the states with which a copy of this Form 990 is required to be filedMediumBullet
GA
18
Section 6104 requires an organization to make its Form 1023 (or 1024-A if applicable), 990, and 990-T (501(c)(3)s only) available for public inspection. Indicate how you made these available. Check all that apply.
19
Describe in Schedule O whether (and if so, how) the organization made its governing documents, conflict of interest policy, and financial statements available to the public during the tax year.
20
State the name, address, and telephone number of the person who possesses the organization's books and records:
MediumBulletJANET HAMILTON2635 CENTURY PARKWAY NE SUITE 700   ATLANTA,GA30345 (770) 458-3811
Form 990 (2019)
Form 990 (2019)
Page 7
Part VII
Compensation of Officers, Directors,Trustees, Key Employees, Highest Compensated Employees, and Independent Contractors
Check if Schedule O contains a response or note to any line in this Part VII..............
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees
1a Complete this table for all persons required to be listed. Report compensation for the calendar year ending with or within the organization’s tax year.
RoundBullet List all of the organization’s current officers, directors, trustees (whether individuals or organizations), regardless of amount
of compensation. Enter -0- in columns (D), (E), and (F) if no compensation was paid.

RoundBullet List all of the organization’s current key employees, if any. See instructions for definition of "key employee."
RoundBullet List the organization’s five current highest compensated employees (other than an officer, director, trustee or key employee)
who received reportable compensation (Box 5 of Form W-2 and/or Box 7 of Form 1099-MISC) of more than $100,000 from the
organization and any related organizations.

RoundBullet List all of the organization’s former officers, key employees, or highest compensated employees who received more than $100,000
of reportable compensation from the organization and any related organizations.

RoundBullet List all of the organization’s former directors or trustees that received, in the capacity as a former director or trustee of the
organization, more than $10,000 of reportable compensation from the organization and any related organizations.

See instructions for the order in which to list the persons above.
Check this box if neither the organization nor any related organization compensated any current officer, director, or trustee.
(A)
Name and title
(B)
Average hours per week (list any hours for related organizations below dotted line)
(C)
Position (do not check more than one box, unless person is both an officer and a director/trustee)
(D)
Reportable compensation from the organization (W-2/1099-MISC)
(E)
Reportable compensation from related organizations (W-2/1099-MISC)
(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; OfficerInd; Key Employee; Highest compensated employee; FormerOfcrDirectorTrusteeInd;
(1) JEFFREY P ENGEL MD......................................................................
EXECUTIVE DIRECTOR (OUTGOING)
42.00
.................
1.00
    X       264,295 0 32,673
(2) JANET HAMILTON......................................................................
EXECUTIVE DIRECTOR (INCOMING)
42.00
.................
1.00
    X       138,244 0 35,329
(3) BEVERLY CHRISTNER......................................................................
SENIOR DIRECTOR OF OPERATIONS
42.00
.................
 
        X   146,342 0 24,309
(4) JOHN LISCO......................................................................
SENIOR DIRECTOR OF FINANCE (OUTGOING)
41.00
.................
1.00
    X       149,548 0 18,603
(5) JENNIFER LEMMINGS......................................................................
SENIOR DIR OF GOVERNANCE STRATEGY & SUPPORT
37.00
.................
 
        X   118,988 0 34,422
(6) STEPHEN CLAY......................................................................
IT OPERATIONS MANAGER - APPLICATION & SECURITY
42.00
.................
 
        X   111,990 0 33,553
(7) KEVIN GIBBS......................................................................
IT OPERATIONS MANAGER - DATABASE & NETWORK
41.00
.................
 
        X   113,490 0 31,143
(8) DHARA SHAH......................................................................
SENIOR DIRECTOR OF PROGRAMS
43.00
.................
 
        X   111,225 0 24,989
(9) SHELIA SCOTT......................................................................
SENIOR DIRECTOR OF FINANCE (INCOMING)
46.00
.................
1.00
    X       112,536 0 15,185
(10) SHERRI DAVIDSON PHD MPH......................................................................
PRESIDENT
5.00
.................
 
X   X       0 0 0
(11) SHARON WATKINS PHD......................................................................
VICE PRESIDENT
5.00
.................
 
X   X       0 0 0
(12) RUTH LYNFIELD MD......................................................................
PRESIDENT - ELECT
5.00
.................
 
X   X       0 0 0
(13) KATHRYN TURNER PHD MPH......................................................................
SECRETARY/TREASURER
4.00
.................
 
X   X       0 0 0
(14) SARAH PARK MD......................................................................
PRESIDENT (OUTGOING)
2.00
.................
 
X   X       0 0 0
(15) ZACK MOORE MD MPH......................................................................
VICE PRESIDENT (OUTGOING)
2.00
.................
 
X   X       0 0 0
(16) MARCELLE LAYTON MD......................................................................
SECRETARY/TREASURER (OUTGOING)
2.00
.................
2.00
X   X       0 0 0
(17) STEPHANIE AYERS-MILLSAP MPH......................................................................
CROSS CUTTING I
4.00
.................
 
X           0 0 0
Form 990 (2019)
Form 990 (2019)
Page 8
Part VII
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees (continued)
(A)
Name and title
(B)
Average hours per week (list any hours for related organizations below dotted line)
(C)
Position (do not check more than one box, unless person is both an officer and a director/trustee)
(D)
Reportable compensation from the organization (W-2/1099-MISC)
(E)
Reportable compensation from related organizations (W-2/1099-MISC)
(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; OfficerInd; Key Employee; Highest compensated employee; FormerOfcrDirectorTrusteeInd;
(18) KEN KOMATSU MPH........................................................................
CROSS CUTTING II
2.00
.......................  
X           0 0 0
(19) MELISSA JORDAN MS MPH........................................................................
ENVIRONMENTAL/OCCUPATIONAL
5.00
.......................  
X           0 0 0
(20) CATHERINE BROWN DVM MSC MPH........................................................................
INFECTIOUS DISEASE
6.00
.......................  
X           0 0 0
(21) KATE GOODIN MPH........................................................................
SURVEILLANCE/INFORMATICS
5.00
.......................  
X           0 0 0
(22) ROBERT GRAFF PHD........................................................................
CHRONIC DISEASE/MATERNAL & CHILD HEALTH (OUTGOING)
2.00
.......................  
X           0 0 0
(23) BARBARA GABELLA MSPH........................................................................
CROSS CUTTING I (OUTGOING)
2.00
.......................  
X           0 0 0
(24) RICHARD DANILA PHD MPH........................................................................
INFECTIOUS DISEASE (OUTGOING)
2.00
.......................  
X           0 0 0
(25) ANGELA DUNN MD MPH........................................................................
CHRONIC DISEASE/MATERNAL & CHILD HEALTH
5.00
.......................  
X           0 0 0










1b Sub-Total................MediumBullet
c Total from continuation sheets to Part VII, Section A....MediumBullet
d Total (add lines 1b and 1c)...........MediumBullet 1,266,658 0 250,206
2
Total number of individuals (including but not limited to those listed above) who received more than $100,000 of reportable compensation from the organization MediumBullet9
Yes
No
3
Did the organization list any former officer, director or trustee, key employee, or highest compensated employee on line 1a? If "Yes," complete Schedule J for such individual ..............
3
 
No
4
For any individual listed on line 1a, is the sum of reportable compensation and other compensation from the organization and related organizations greater than $150,000? If "Yes," complete Schedule J for such
individual
...........................
4
Yes
 
5
Did any person listed on line 1a receive or accrue compensation from any unrelated organization or individual for services rendered to the organization? If "Yes," complete Schedule J for such person ........
5
 
No
Section B. Independent Contractors
1
Complete this table for your five highest compensated independent contractors that received more than $100,000 of compensation from the organization. Report compensation for the calendar year ending with or within the organization’s tax year.
(A)
Name and business address
(B)
Description of services
(C)
Compensation
HLN

72810 HEDGEHOG ST
PALM DESERT,CA92260
CONSULTING 975,643
EXECUSOURCE

3575 PIEDMONT RD NE 350
ATLANTA,GA30305
CONTRACT CONSULTING 469,151
HIGHWOODS REALTY LIMITED PARTNERSHIP

3100 SMOKETREE COURT 600
RALEIGH,NC27604
PROPERTY RENTAL 355,271
CAVAROCCHI RUSCIO DENNIS ASSOCIATES LL

600 MARYLAND AVE SW 835W
WASHINGTON,DC20024
MARKETING 188,228
C3 INFORMATICS LLC

500 HICKORY OAKS COURT
MILTON,GA30004
CONSULTING 161,699
2
Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization MediumBullet6
Form 990 (2019)
Form 990 (2019)
Page 9
Part VIII
Statement of Revenue
Check if Schedule O contains a response or note to any line in this Part VIII.............
(A)
Total revenue
(B)
Related or
exempt
function
revenue
(C)
Unrelated
business
revenue
(D)
Revenue
excluded from
tax under sections
512 - 514
Contributions, Gifts, GrantAmt and OtherAmt Similar Amounts 1a Federated campaigns..1a  
b Membership dues..1b  
c Fundraising events..1c  
d Related organizations1d  
e Government grants (contributions)1e 14,711,694
f All other contributions, gifts, grants, and similar amounts not included above1f 325,000
g Noncash contributions included in lines 1a - 1f:$ 1g  
h Total. Add lines 1a-1f.......MediumBullet 15,036,694
 Program Service RevenueAmt Business Code
2a MEMBER FEES 611430 243,086 243,086    
b ANNUAL MEETINGS 611430 125 125    
c
d
e
f All other program service revenue.        
g Total. Add lines 2a–2f .....MediumBullet 243,211
 OtherAmtRevenueAmt 3 Investment income (including dividends, interest, and othersimilar amounts) ......MediumBullet 13,985     13,985
4 Income from investment of tax-exempt bond proceedsMediumBullet        
5 Royalties...........MediumBullet        
(ii) Personal (i) Real
6a Gross rents     6a
b Less: rental expenses     6b
c Rental income or (loss)     6c
d Net rental income or (loss).......MediumBullet        
(ii) Other (i) Securities
7a Gross amount from sales of assets other than inventory     7a
b Less: cost or other basis and sales expenses     7b
c Gain or (loss)     7c
d Net gain or (loss).........MediumBullet        
8a Gross income from fundraising events (not including $   of contributions reported on line 1c). See Part IV, line 18 ....
8a  
b Less: direct expenses ... 8b  
c Net income or (loss) from fundraising events..MediumBullet      
9a Gross income from gaming activities.
See Part IV, line 19 ...
9a  
b Less: direct expenses ... 9b  
c Net income or (loss) from gaming activities..MediumBullet        
10a Gross sales of inventory, less
returns and allowances ..
10a  
b Less: cost of goods sold .. 10b  
c Net income or (loss) from sales of inventory..MediumBullet        
Business Code Miscellaneous Revenue
11a MISCELLANEOUS 900099 9,078     9,078
b JOB POSTINGS 541800 8,111     8,111
c MAILING LIST 511140 350     350
d All other revenue ....        
e Total. Add lines 11a–11d ...... MediumBullet 17,539
12 Total revenue. See instructions.....MediumBullet 15,311,429 243,211 0 31,524
Form 990 (2019)
Form 990 (2019)
Page 10
Part IX
Statement of Functional Expenses
Section 501(c)(3) and 501(c)(4) organizations must complete all columns. All other organizations must complete column (A).Check if Schedule O contains a response or note to any line in this Part IX..............
Do not include amounts reported on lines 6b,
7b, 8b, 9b, and 10b of Part VIII.
(A)
Total expenses
(B)
Program service expenses
(C)
Management and general expenses
(D)
Fundraising
expenses
1 Grants and other assistance to domestic organizations and domestic governments. See Part IV, line 21 .... 2,216,915  
2 Grants and other assistance to domestic individuals. See Part IV, line 22 ........... 1,744,485  
3 Grants and other assistance to foreign organizations, foreign governments, and foreign individuals. See Part IV, lines 15 and 16. .............    
4 Benefits paid to or for members .......    
5 Compensation of current officers, directors, trustees, and key employees ........... 699,700      
6 Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) .........        
7 Other salaries and wages........ 3,730,041      
8 Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) .... 225,405      
9 Other employee benefits ....... 858,570      
10 Payroll taxes ........... 331,358      
11 Fees for services (non-employees):        
a Management ......        
b Legal ......... 6,201      
c Accounting ........... 15,200      
d Lobbying ........... 16,482      
e Professional fundraising services. See Part IV, line 17    
f Investment management fees ......        
g Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O) 3,273,603      
12 Advertising and promotion ....        
13 Office expenses ....... 285,775      
14 Information technology ...... 371,044      
15 Royalties ..        
16 Occupancy ........... 665,465      
17 Travel ............ 290,047      
18 Payments of travel or entertainment expenses for any federal, state, or local public officials .        
19 Conferences, conventions, and meetings .... 49,453      
20 Interest ...........        
21 Payments to affiliates .......        
22 Depreciation, depletion, and amortization .. 127,300      
23 Insurance ... 21,429      
24 Other expenses. Itemize expenses not covered above (List miscellaneous expenses in line 24e. If line 24e amount exceeds 10% of line 25, column (A) amount, list line 24e expenses on Schedule O.)
a TELEPHONE 211,313      
b TRAINING 52,786      
c EQUIPMENT RENTAL 14,879      
d BANK SERVICE CHARGES 11,783      
e All other expenses 17,245      
25 Total functional expenses. Add lines 1 through 24e 15,236,479      
26 Joint costs. Complete this line only if the organization reported in column (B) joint costs from a combined educational campaign and fundraising solicitation. Check here MediumBullet if following SOP 98-2 (ASC 958-720).        
Form 990 (2019)
Form 990 (2019)
Page 11
Part X
Balance Sheet
Check if Schedule O contains a response or note to any line in this Part IX..............
(A)
Beginning of year
(B)
End of year
Assets 1 Cash–non-interest-bearing ........   1  
2 Savings and temporary cash investments ......... 3,269,353 2 3,555,507
3 Pledges and grants receivable, net ...... 1,617,445 3 1,049,582
4 Accounts receivable, net ............. 76,253 4 26,500
5 Loans and other payables to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons .......
  5  
6 Loans and other receivables from other disqualified persons (as defined under section 4958(f)(1)), and persons described in section 4958(c)(3)(B) ...
  6  
7 Notes and loans receivable, net ...........   7  
8 Inventories for sale or use ............   8  
9 Prepaid expenses and deferred charges ...... 77,229 9 158,421
10a Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D 10a 832,171
b Less: accumulated depreciation 10b 537,381 422,090 10c 294,790
11 Investments—publicly traded securities .   11  
12 Investments—other securities. See Part IV, line 11 .....   12  
13 Investments—program-related. See Part IV, line 11 ..   13  
14 Intangible assets ...............   14  
15 Other assets. See Part IV, line 11 ........... 49,718 15 66,292
16 Total assets. Add lines 1 through 15 (must equal line 33)... 5,512,088 16 5,151,092
Liabilities 17 Accounts payable and accrued expenses ..... 2,030,531 17 1,545,991
18 Grants payable ...   18  
19 Deferred revenue ......... 98,513 19 86,010
20 Tax-exempt bond liabilities .........   20  
21 Escrow or custodial account liability. Complete Part IV of Schedule D   21  
22 Loans and other payables to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons .........
  22  
23 Secured mortgages and notes payable to unrelated third parties ..   23  
24 Unsecured notes and loans payable to unrelated third parties ..   24  
25 Other liabilities (including federal income tax, payables to related third parties, and other liabilities not included on lines 17 - 24). Complete Part X of Schedule D 480,715 25 541,812
26 Total liabilities. Add lines 17 through 25.. 2,609,759 26 2,173,813
Net Assets or Fund Balance Organizations that follow FASB ASC 958, check here MediumBullet and complete lines 27, 28, 32, and 33.
27 Net assets without donor restrictions .......... 2,902,329 27 2,977,279
28 Net assets with donor restrictions ...........   28  
Organizations that do not follow FASB ASC 958, check here MediumBullet and complete lines 29 through 33.
29 Capital stock or trust principal, or current funds .....   29  
30 Paid-in or capital surplus, or land, building or equipment fund ...   30  
31 Retained earnings, endowment, accumulated income, or other funds   31  
32 Total net assets or fund balances ........... 2,902,329 32 2,977,279
33 Total liabilities and net assets/fund balances ........ 5,512,088 33 5,151,092
Form 990 (2019)
Form 990 (2019)
Page 12
Part XI
Reconcilliation of Net Assets
Check if Schedule O contains a response or note to any line in this Part XI..............
1
Total revenue (must equal Part VIII, column (A), line 12) ............
1
15,311,429
2
Total expenses (must equal Part IX, column (A), line 25) ............
2
15,236,479
3
Revenue less expenses. Subtract line 2 from line 1 ..............
3
74,950
4
Net assets or fund balances at beginning of year (must equal Part X, line 32, column (A)) ..
4
2,902,329
5
Net unrealized gains (losses) on investments ...............
5
 
6
Donated services and use of facilities .................
6
 
7
Investment expenses .....................
7
 
8
Prior period adjustments .....................
8
 
9
Other changes in net assets or fund balances (explain in Schedule O) ........
9
0
10
Net assets or fund balances at end of year. Combine lines 3 through 9 (must equal Part X, line 32, column (B))
10
2,977,279
Part XII
Financial Statements and Reporting
Check if Schedule O contains a response or note to any line in this Part XII.............
Yes
No
1
Accounting method used to prepare the Form 990:  
If the organization changed its method of accounting from a prior year or checked "Other," explain in
Schedule O.
2a
Were the organization’s financial statements compiled or reviewed by an independent accountant?
2a
 
No
If ‘Yes,’ check a box below to indicate whether the financial statements for the year were compiled or reviewed on a separate basis, consolidated basis, or both:
b
Were the organization’s financial statements audited by an independent accountant?
2b
Yes
 
If ‘Yes,’ check a box below to indicate whether the financial statements for the year were audited on a separate basis, consolidated basis, or both:
c
If "Yes," to line 2a or 2b, does the organization have a committee that assumes responsibility for oversight of the audit, review, or compilation of its financial statements and selection of an independent accountant?
2c
 
No
If the organization changed either its oversight process or selection process during the tax year, explain in Schedule O.
3a
As a result of a federal award, was the organization required to undergo an audit or audits as set forth in the Single Audit Act and OMB Circular A-133?
3a
Yes
 
b
If "Yes," did the organization undergo the required audit or audits? If the organization did not undergo the required audit or audits, explain why in Schedule O and describe any steps taken to undergo such audits.
3b
Yes
 
Form 990 (2019)
Form 990 (2019)
Additional Data


Software ID:  
Software Version:  
Form 990, Special Condition Description:
Special Condition Description
Schedule B
(Form 990, 990-EZ,
or 990-PF)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors

Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2019
Name of the organization
COUNCIL OF STATE AND TERRITORIAL
EPIDEMIOLOGISTS INC
Employer identification number

23-7410799
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ






Form 990-PF




Check if your organization is covered by the General Rule or a Special Rule.  
Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule
Special Rules
......... Arrow Bullet $  
Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2019)
Schedule B (Form 990, 990-EZ, or 990-PF) (2019) Page 2
Name of organization
COUNCIL OF STATE AND TERRITORIAL
EPIDEMIOLOGISTS INC
Employer identification number
23-7410799
Part I
Contributors
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
RESTRICTED
 
 
 
 
  ,    

$ RESTRICTED


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
Schedule B (Form 990, 990-EZ, or 990-PF) (2019)
Schedule B (Form 990, 990-EZ, or 990-PF) (2019)
Page 3
Name of organization
COUNCIL OF STATE AND TERRITORIAL
EPIDEMIOLOGISTS INC
Employer identification number

23-7410799
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
 
$    
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
 
$    
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
 
$    
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
 
$    
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
 
$    
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
 
$    
Schedule B (Form 990, 990-EZ, or 990-PF) (2019)
Schedule B (Form 990, 990-EZ, or 990-PF) (2019)
Page 4
Name of organization
COUNCIL OF STATE AND TERRITORIAL
EPIDEMIOLOGISTS INC
Employer identification number

23-7410799
Part III
Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
Use duplicate copies of Part III if additional space is needed.
(a)
No. from Part I
(b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I
(b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I
(b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I
(b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
Schedule B (Form 990, 990-EZ, or 990-PF) (2019)

Additional Data


Software ID:  
Software Version:  
SCHEDULE C
(Form 990 or 990-EZ)

Department of the Treasury
Internal Revenue Service
Political Campaign and Lobbying Activities

For Organizations Exempt From Income Tax Under section 501(c) and section 527

SchCMd Bullet Complete if the organization is described below. SchCMd Bullet Attach to Form 990 or Form 990-EZ.
SchCMd BulletGo to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2019
Open to Public
Inspection
If the organization answered "Yes" on Form 990, Part IV, Line 3, or Form 990-EZ, Part V, line 46 (Political Campaign Activities), then
Round Bullet Section 501(c)(3) organizations: Complete Parts I-A and B. Do not complete Part I-C.
Round Bullet Section 501(c) (other than section 501(c)(3)) organizations: Complete Parts I-A and C below. Do not complete Part I-B.
Round Bullet Section 527 organizations: Complete Part I-A only.
If the organization answered "Yes" on Form 990, Part IV, Line 4, or Form 990-EZ, Part VI, line 47 (Lobbying Activities), then
Round Bullet Section 501(c)(3) organizations that have filed Form 5768 (election under section 501(h)): Complete Part II-A. Do not complete Part II-B.
Round Bullet Section 501(c)(3) organizations that have NOT filed Form 5768 (election under section 501(h)): Complete Part II-B. Do not complete Part II-A.
If the organization answered "Yes" on Form 990, Part IV, Line 5 (Proxy Tax) (see separate instructions) or Form 990-EZ, Part V, line 35c (Proxy Tax) (see separate instructions), then
Round Bullet Section 501(c)(4), (5), or (6) organizations: Complete Part III.
Name of the organization
COUNCIL OF STATE AND TERRITORIAL
EPIDEMIOLOGISTS INC
Employer identification number

23-7410799
Part I-A
Complete if the organization is exempt under section 501(c) or is a section 527 organization.

1
Provide a description of the organization’s direct and indirect political campaign activities in Part IV (see instructions for definition of “political campaign activities")

2
Political campaign activity expenditures (see instructions) ....................................................................SchCMd Bullet
$  
3
Volunteer hours for political campaign activities (see instructions) ..................................................................
 

Part I-B
Complete if the organization is exempt under section 501(c)(3).
1
Enter the amount of any excise tax incurred by the organization under section 4955 ................................SchCMd Bullet
$  
2
Enter the amount of any excise tax incurred by organization managers under section 4955 .......................SchCMd Bullet
$  
3
If the organization incurred a section 4955 tax, did it file Form 4720 for this year? .........................................
4a
Was a correction made? ......................................................................................................................
b
If "Yes," describe in Part IV.
Part I-C
Complete if the organization is exempt under section 501(c), except section 501(c)(3).
1
Enter the amount directly expended by the filing organization for section 527 exempt function activities ..... SchCMd Bullet
$  
2
Enter the amount of the filing organization's funds contributed to other organizations for section 527 exempt function activities ............................................................................................................................SchCMd Bullet

$  
3
Total exempt function expenditures. Add lines 1 and 2. Enter here and on Form 1120-POL, line 17b...........SchCMd Bullet

$  
4
Did the filing organization file Form 1120-POL for this year? ...................................................................
5
Enter the names, addresses and employer identification number (EIN) of all section 527 political organizations to which the filing
organization made payments. For each organization listed, enter the amount paid from the filing organization’s funds. Also enter the amount of political contributions received that were promptly and directly delivered to a separate political organization, such as a separate segregated fund or a political action committee (PAC). If additional space is needed, provide information in Part IV.
(a) Name (b) Address (c) EIN (d) Amount paid from filing organization's funds. If none, enter -0-. (e) Amount of political contributions received and promptly and directly delivered to a separate political organization. If none, enter -0-.
1
2
3
4
5
6
For Paperwork Reduction Act Notice, see the instructions for Form 990 or 990-EZ.
Cat. No. 50084S
Schedule C (Form 990 or 990-EZ) 2019

Schedule C (Form 990 or 990-EZ) 2019
Page 2
Part II-A
Complete if the organization is exempt under section 501(c)(3) and filed Form 5768 (election under section 501(h)).
A Check SchCMd Bulletexpenses, and share of excess lobbying expenditures).
B Check SchCMd Bullet
Limits on Lobbying Expenditures
(The term "expenditures" means amounts paid or incurred.)
(a) Filing
organization's
totals
(b) Affiliated group totals
1a Total lobbying expenditures to influence public opinion (grass roots lobbying) ......................    
b Total lobbying expenditures to influence a legislative body (direct lobbying) ........................    
c Total lobbying expenditures (add lines 1a and 1b) ............................................................    
d Other exempt purpose expenditures ...............................................................................    
e Total exempt purpose expenditures (add lines 1c and 1d) ..................................................    
f Lobbying nontaxable amount. Enter the amount from the following table in both
columns.
   
If the amount on line 1e, column (a) or (b) is:The lobbying nontaxable amount is:
Not over $500,00020% of the amount on line 1e.
Over $500,000 but not over $1,000,000$100,000 plus 15% of the excess over $500,000.
Over $1,000,000 but not over $1,500,000$175,000 plus 10% of the excess over $1,000,000.
Over $1,500,000 but not over $17,000,000$225,000 plus 5% of the excess over $1,500,000.
Over $17,000,000$1,000,000.
g Grassroots nontaxable amount (enter 25% of line 1f) .................................................    
h Subtract line 1g from line 1a. If zero or less, enter -0-. ................................................    
i Subtract line 1f from line 1c. If zero or less, enter -0-. ................................................    
j If there is an amount other than zero on either line 1h or line 1i, did the organization file Form 4720 reporting
section 4911 tax for this year? ...................................................................................................................

4-Year Averaging Period Under Section 501(h)
(Some organizations that made a section 501(h) election do not have to complete all of the five
columns below. See the separate instructions for lines 2a through 2f.)
Lobbying Expenditures During 4-Year Averaging Period
Calendar year (or fiscal year
beginning in)
(a) 2016 (b) 2017 (c) 2018 (d) 2019 (e) Total
2a Lobbying nontaxable amount          
b Lobbying ceiling amount
(150% of line 2a, column(e))
 
c Total lobbying expenditures          
d Grassroots nontaxable amount          
e Grassroots ceiling amount
(150% of line 2d, column (e))
 
f Grassroots lobbying expenditures          
Schedule C (Form 990 or 990-EZ) 2019


Schedule C (Form 990 or 990-EZ) 2019
Page 3
Part II-B
Complete if the organization is exempt under section 501(c)(3) and has NOT filed Form 5768 (election under section 501(h)).
For each "Yes" response on lines 1a through 1i below, provide in Part IV a detailed description of the lobbying activity.
(a)
Yes|No
(b)
Amount
1
During the year, did the filing organization attempt to influence foreign, national, state or local legislation, including any attempt to influence public opinion on a legislative matter or referendum, through the use of:
a
Volunteers? ...........................................................................................................
 
 
b
Paid staff or management (include compensation in expenses reported on lines 1c through 1i)? ........
 
 
c
Media advertisements? ...................................................................................................
 
 
 
d
Mailings to members, legislators, or the public? .............................................................................
 
 
 
e
Publications, or published or broadcast statements? ...........................................................
 
 
 
f
Grants to other organizations for lobbying purposes? ..........................................................
 
 
 
g
Direct contact with legislators, their staffs, government officials, or a legislative body? .......................
 
 
 
h
Rallies, demonstrations, seminars, conventions, speeches, lectures, or any similar means? ..................
 
 
 
i
Other activities? ...................................................................................................................
 
 
 
j
Total. Add lines 1c through 1i ....................................................................................................
 
2a
Did the activities in line 1 cause the organization to be not described in section 501(c)(3)? .....
 
 
b
If "Yes," enter the amount of any tax incurred under section 4912 ...........................................
 
c
If "Yes," enter the amount of any tax incurred by organization managers under section 4912 ...................
 
d
If the filing organization incurred a section 4912 tax, did it file Form 4720 for this year? ........................
 
 
Part III-A
Complete if the organization is exempt under section 501(c)(4), section 501(c)(5), or section 501(c)(6).
Yes
No
1
Were substantially all (90% or more) dues received nondeductible by members? ...............................................
1
 
No
2
Did the organization make only in-house lobbying expenditures of $2,000 or less? ............................................
2
 
No
3
Did the organization agree to carry over lobbying and political expenditures from the prior year? .................................
3
 
No
Part III-B
Complete if the organization is exempt under section 501(c)(4), section 501(c)(5), or section 501(c)(6) and if either (a) BOTH Part III-A, lines 1 and 2, are answered "No" OR (b) Part III-A, line 3, is answered “Yes."
1
Dues, assessments and similar amounts from members ......................................................................
1
105,449
2
Section 162(e) nondeductible lobbying and political expenditures (do not include amounts of political expenses for which the section 527(f) tax was paid).
a
Current year .............................................................................................................................
2a
16,482
b
Carryover from last year ............................................................................................................
2b
 
c
Total ...........................................................................................................................................
2c
16,482
3
Aggregate amount reported in section 6033(e)(1)(A) notices of nondeductible section 162(e) dues .
3
68,542
4
If notices were sent and the amount on line 2c exceeds the amount on line 3, what portion of the excess does the organization agree to carryover to the reasonable estimate of nondeductible lobbying and political expenditure next year? ......................................................................................................................
4
 
5
Taxable amount of lobbying and political expenditures (see instructions) .........................................
5
-52,060
Part IV
Supplemental Information
Provide the descriptions required for Part l-A, line 1; Part l-B, line 4; Part l-C, line 5; Part II-A (affiliated group list); Part II-A, lines 1 and 2 (see instructions), and Part ll-B, line 1. Also, complete this part for any additional information.
Return Reference Explanation
Schedule C (Form 990 or 990EZ) 2019


Additional Data


Software ID:  
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SCHEDULE D
(Form 990)
Department of the Treasury
Internal Revenue Service
Supplemental Financial Statements
SchDMd Bullet Complete if the organization answered "Yes," on Form 990,
Part IV, line 6, 7, 8, 9, 10, 11a, 11b, 11c, 11d, 11e, 11f, 12a, or 12b.
SchDMd Bullet Attach to Form 990.
SchDMd Bullet Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2019
Open to Public Inspection
Name of the organization
COUNCIL OF STATE AND TERRITORIAL
EPIDEMIOLOGISTS INC
Employer identification number

23-7410799
Part I
Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts. Complete if the organization answered "Yes" on Form 990, Part IV, line 6.
(a) Donor advised funds (b) Funds and other accounts
1 Total number at end of year .........    
2 Aggregate value of contributions to (during year)    
3 Aggregate value of grants from (during year)    
4 Aggregate value at end of year ........    
5
Did the organization inform all donors and donor advisors in writing that the assets held in donor advised funds are the organization’s property, subject to the organization’s exclusive legal control? ............
6
Did the organization inform all grantees, donors, and donor advisors in writing that grant funds can be used only for charitable purposes and not for the benefit of the donor or donor advisor, or for any other purpose conferring impermissible private benefit? ...................................
Part II
Conservation Easements.
Complete if the organization answered "Yes" on Form 990, Part IV, line 7.
1
Purpose(s) of conservation easements held by the organization (check all that apply).
2
Complete lines 2a through 2d if the organization held a qualified conservation contribution in the form of a conservation easement on the last day of the tax year.
Held at the End of the Year
a Total number of conservation easements ...................... 2a  
b Total acreage restricted by conservation easements .................... 2b  
c Number of conservation easements on a certified historic structure included in (a) ..... 2c  
d Number of conservation easements included in (c) acquired after 7/25/06, and not on a historic structure listed in the National Register ... 2d  
3
Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during the
tax year SchDMd Bullet  
4
Number of states where property subject to conservation easement is located SchDMd Bullet  
5
Does the organization have a written policy regarding the periodic monitoring, inspection, handling of violations, and enforcement of the conservation easements it holds? ............
6
Staff and volunteer hours devoted to monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
SchDMd Bullet  
7
Amount of expenses incurred in monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
SchDMd Bullet $  
8
Does each conservation easement reported on line 2(d) above satisfy the requirements of section 170(h)(4)(B)(i) and section 170(h)(4)(B)(ii)? .............................
9
In Part XIII, describe how the organization reports conservation easements in its revenue and expense statement, and
balance sheet, and include, if applicable, the text of the footnote to the organization’s financial statements that describes
the organization’s accounting for conservation easements.
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets.
Complete if the organization answered "Yes" on Form 990, Part IV, line 8.
1a
If the organization elected, as permitted under FASB ASC 958, not to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide, in Part XIII, the text of the footnote to its financial statements that describes these items.
b
If the organization elected, as permitted under FASB ASC 958, to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide the following amounts relating to these items:
(i)
Revenue included on Form 990, Part VIII, line 1 .........................SchDMd Bullet $  
(ii)
Assets included in Form 990, Part X ...............................SchDMd Bullet $  
2
If the organization received or held works of art, historical treasures, or other similar assets for financial gain, provide the
following amounts required to be reported under FASB ASC 958 relating to these items:
a
Revenue included on Form 990, Part VIII, line 1 ..........................SchDMd Bullet $  
b
Assets included in Form 990, Part X ...............................SchDMd Bullet $  
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 52283D
Schedule D (Form 990) 2019

Schedule D (Form 990) 2019
Page 2
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued)
3
Using the organization’s acquisition, accession, and other records, check any of the following that are a significant use of its collection items (check all that apply):
a
d
b
e
 
c
4
Provide a description of the organization’s collections and explain how they further the organization’s exempt purpose in
Part XIII.
5
During the year, did the organization solicit or receive donations of art, historical treasures or other similar
assets to be sold to raise funds rather than to be maintained as part of the organization’s collection?...
Part IV
Escrow and Custodial Arrangements. Complete if the organization answered "Yes" on Form 990, Part IV, line 9, or reported an amount on Form 990, Part X, line 21.
1a
Is the organization an agent, trustee, custodian or other intermediary for contributions or other assets not
included on Form 990, Part X? ....................................
b If "Yes," explain the arrangement in Part XIII and complete the following table: Amount
c Beginning balance ............................. 1c  
d Additions during the year ............................ 1d  
e Distributions during the year .......................... 1e  
f Ending balance ................................ 1f  
2a
Did the organization include an amount on Form 990, Part X, line 21, for escrow or custodial account liability? ...
b
If "Yes," explain the arrangement in Part XIII. Check here if the explanation has been provided in Part XIII ....
Part V
Endowment Funds.
Complete if the organization answered "Yes" on Form 990, Part IV, line 10.
(a) Current year (b) Prior year (c) Two years back (d) Three years back (e) Four years back
1a Beginning of year balance ....          
b Contributions ...          
c Net investment earnings, gains, and losses          
d Grants or scholarships ...          
e Other expenditures for facilities
and programs ...
         
f Administrative expenses ....          
g End of year balance ......          
2
Provide the estimated percentage of the current year end balance (line 1g, column (a)) held as:
a
Board designated or quasi-endowment SchDMd Bullet  
b
Permanent endowment SchDMd Bullet  
c
Term endowment SchDMd Bullet  
The percentages on lines 2a, 2b, and 2c should equal 100%.
3a
Are there endowment funds not in the possession of the organization that are held and administered for the
organization by:

Yes
No
(i) Unrelated organizations .................
3a(i)
 
 
(ii) Related organizations .................
3a(ii)
 
 
b
If "Yes" on 3a(ii), are the related organizations listed as required on Schedule R? .........
3b
 
 
4
Describe in Part XIII the intended uses of the organization's endowment funds.
Part VI
Land, Buildings, and Equipment.
Complete if the organization answered "Yes" on Form 990, Part IV, line 11a. See Form 990, Part X, line 10.
Description of property (a) Cost or other basis
(investment)
(b) Cost or other basis (other) (c) Accumulated depreciation (d) Book value
1a Land .....      
b Buildings ....        
c Leasehold improvements   50,094 18,835 31,259
d Equipment ....   782,077 518,546 263,531
e Other .....        
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).)..SchDMdBullet 294,790
Schedule D (Form 990) 2019

Schedule D (Form 990) 2019
Page 3
Part VII
Investments—Other Securities.
Complete if the organization answered "Yes" on Form 990, Part IV, line 11b. See Form 990, Part X, line 12.
(a) Description of security or category
(including name of security)
(b) Book value (c) Method of valuation:
Cost or end-of-year market value
(1) Financial derivatives.........    
(2) Closely-held equity interests........    
(3)Other
(B)
(C)
(D)
(E)
(F)
(G)
(H)
(I)
Total. (Column (b) must equal Form 990, Part X, col. (B) line 12.)Small Bullet  
Part VIII
Investments—Program Related. Complete if the organization answered 'Yes' on Form 990, Part IV, line 11c. See Form 990, Part X, line 13.
(a) Description of investment (b) Book value (c) Method of valuation:
Cost or end-of-year market value
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
(10)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 13.)Small Bullet  
Part IX
Other Assets.
Complete if the organization answered 'Yes' on Form 990, Part IV, line 11d. See Form 990, Part X, line 15.
(a) Description (b) Book value
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
(10)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 15.)...........Small Bullet  
Part X
Other Liabilities.
Complete if the organization answered 'Yes' on Form 990, Part IV, line 11e or 11f. See Form 990, Part X, line 25.
1.(a) Description of liability (b) Book value
(1) Federal income taxes  
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)Small Bullet 541,812
2. Liability for uncertain tax positions. In Part XIII, provide the text of the footnote to the organization's financial statements that reports the organization's liability for uncertain tax positions under FIN 48 (ASC 740). Check here if the text of the footnote has been provided in Part XIII
Schedule D (Form 990) 2019

Schedule D (Form 990) 2019
Page 4
Part XI Reconciliation of Revenue per Audited Financial Statements With Revenue per Return. Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.
1 Total revenue, gains, and other support per audited financial statements ....... 1  
2 Amounts included on line 1 but not on Form 990, Part VIII, line 12:
a Net unrealized gains (losses) on investments .... 2a  
b Donated services and use of facilities ......... 2b  
c Recoveries of prior year grants ........... 2c  
d Other (Describe in Part XIII.) ............ 2d  
e Add lines 2a through 2d ..................... 2e  
3 Subtract line 2e from line 1.................. 3  
4 Amounts included on Form 990, Part VIII, line 12, but not on line 1:
a Investment expenses not included on Form 990, Part VIII, line 7b . 4a  
b Other (Describe in Part XIII.) ........... 4b  
c Add lines 4a and 4b.................... 4c  
5 Total revenue. Add lines 3 and 4c. (This must equal Form 990, Part I, line 12.) ...... 5  
Part XII Reconciliation of Expenses per Audited Financial Statements With Expenses per Return. Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.
1 Total expenses and losses per audited financial statements ........... 1  
2 Amounts included on line 1 but not on Form 990, Part IX, line 25:
a Donated services and use of facilities ......... 2a  
b Prior year adjustments ............ 2b  
c Other losses ................ 2c  
d Other (Describe in Part XIII.) ............ 2d  
e Add lines 2a through 2d.................... 2e  
3 Subtract line 2e from line 1................... 3  
4 Amounts included on Form 990, Part IX, line 25, but not on line 1:
a Investment expenses not included on Form 990, Part VIII, line 7b .. 4a  
b Other (Describe in Part XIII.) ............ 4b  
c Add lines 4a and 4b..................... 4c  
5 Total expenses. Add lines 3 and 4c. (This must equal Form 990, Part I, line 18.) ...... 5  
Part XIII
Supplemental Information
Provide the descriptions required for Part II, lines 3, 5, and 9; Part III, lines 1a and 4; Part lV, lines 1b and 2b; Part V, line 4; Part X, line 2; Part XI, lines 2d and 4b; and Part XII, lines 2d and 4b. Also complete this part to provide any additional information.
Return Reference Explanation
PART X, LINE 2: THE ORGANIZATION ACCOUNTS FOR UNCERTAIN TAX POSITIONS IN ACCORDANCE WITH ACCOUNTING STANDARDS THAT PROVIDE GUIDANCE ON WHEN UNCERTAIN TAX POSITIONS ARE RECOGNIZED IN AN ENTITY'S FINANCIAL STATEMENTS AND HOW THE VALUES OF THESE POSITIONS ARE DETERMINED. NO LIABILITY HAS BEEN RECORDED AS OF SEPTEMBER 30, 2020 OR 2019 DUE TO UNCERTAIN TAX POSITIONS.
Schedule D (Form 990) 2019


Additional Data


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Schedule I
(Form 990)
Department of the Treasury
Internal Revenue Service
Grants and Other Assistance to Organizations,
Governments and Individuals in the United States
Complete if the organization answered "Yes," on Form 990, Part IV, line 21 or 22.
lBullet Attach to Form 990.
lBullet Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2019
Open to Public
Inspection
Name of the organization
COUNCIL OF STATE AND TERRITORIAL
EPIDEMIOLOGISTS INC
Employer identification number
23-7410799
Part I
General Information on Grants and Assistance
1
Does the organization maintain records to substantiate the amount of the grants or assistance, the grantees' eligibility for the grants or assistance, and
the selection criteria used to award the grants or assistance? ........................
2
Describe in Part IV the organization's procedures for monitoring the use of grant funds in the United States.
Part II
Grants and Other Assistance to Domestic Organizations and Domestic Governments. Complete if the organization answered "Yes" on Form 990, Part IV, line 21, for any recipient
that received more than $5,000. Part II can be duplicated if additional space is needed.
(a) Name and address of organization
or government
(b) EIN (c) IRC section
(if applicable)
(d) Amount of cash grant (e) Amount of non-cash
assistance
(f) Method of valuation
(book, FMV, appraisal,
other)
(g) Description of
noncash assistance
(h) Purpose of grant
or assistance
(1) UTAH DEPT OF HEALTH
PO BOX 144003
SALT LAKE CITY,UT84114
87-6000545   336,363       FLU YR2
(2) MICHIGAN DEPT OF HEALTH AND HUMAN SERV
PO BOX 30437
LANSING,MI48909
38-6000134   336,363       FLU YR2
(3) OHIO DEPARTMENT OF HEALTH
PO BOX 15278
COLUMBUS,OH43215
31-1334820   211,005       FLU YR2
(4) NORTH CAROLINA DEPT OF HLTH & HUMAN SVCS
1902 MAIL SERVICE CENTER
RALEIGH,NC276991902
56-2033116   125,882       INFOMATICS FIELD ASSIGNEE
(5) KENTUCKY DEPT PUBLIC HEALTH
275 E MAIN ST
FRANKFORT,KY40621
61-0600439   117,930       INFOMATICS FIELD ASSIGNEE
(6) MASSACHUSETTS COMMONWEALTH OF
ONE ASHBURTON PLACE 9TH FLOOR
BOSTON,MA02108
04-6002284   104,586       NAS
(7) TENNESSEE DEPARTMENT OF HEALTH
710 JAMES ROBERTSON PARKWAY 2ND
FLOOR
NASHVILLE,TN37243
62-6001445   93,179       NAS
(8) IOWA DEPT OF PUBLIC HEALTH
321 E 12TH STREET
DES MOINES,IA50319
42-6004523   87,994       FLU YR2
(9) UTAH DEPT OF HEALTH
PO BOX 144003
SALT LAKE CITY,UT84114
87-6000545   70,062       ISHSP
(10) OHIO DEPT OF HEALTH
PO BOX 15278
COLUMBUS,OH43215
31-1334820   66,465       INFOMATICS FIELD ASSIGNEE
(11) OHIO STATE UNIVERSITY RESEARCH FOUNDATION
ACCTG DEPT 4TH FLOOR 1960 KENNY RD
COLUMBUS,OH432101063
31-6025986   65,543       FLU YR2
(12) PHILADELPHIA DEPT OF PUBLIC HEALTH
1101 MARKET STREET SUITE 1320
PHILADELPHIA,PA191072934
23-6003047   64,138       NAS
(13) MICHIGAN DEPT OF HEALTH AND HUMAN SERV
PO BOX 30437
LANSING,MI48909
38-6000134   61,119       ISHSP
(14) GEORGIA DEPT OF PUBLIC HEALTH
2 PEACHTREE ST NW STE 25-455
ATLANTA,GA30303
90-0676388   48,389       NAS
(15) IOWA DEPT OF PUBLIC HEALTH
321 E 12TH STREET
DES MOINES,IA50319
42-6004523   45,216       ISHSP
(16) MICHIGAN DEPT OF HEALTH
PO BOX 30437
LANSING,MI48909
38-6000134   43,735       FLU YR2
(17) TUFTS UNIVERSITY
136 HARRISON AVENUE
BOSTON,MA02111
04-2103634   40,899       OPIOD CRISIS-WY ASSESSMENT
(18) OHIO DEPT OF HEALTH
PO BOX 15278
COLUMBUS,OH43215
31-1334820   36,832       ISHSP
(19) MARYLAND DEPT OF HEALTH
300 W PRESTON ST SUITE 202
BALTIMORE,MD21201
52-6002033   36,616       FLU YR2
(20) DAKOTA STATE UNIVERSITY
820 N WASHINGTON AVE
MADISON,SD57042
46-6000364   32,066       INFOMATICS FIELD ASSIGNEE
(21) IOWA DEPT OF PUBLIC HEALTH
321 E 12TH STREET
DES MOINES,IA50319
42-6004523   27,500       FLU YR2
(22) MAINE CENTER FOR DISEASE CONTROL AND PREVENTION
286 WATER ST 6TH FLOOR
AUGUSTA,ME04333
01-6000001   25,028       FLU YR2
(23) INDIANA STATE DEPT OF HEALTH
2 NORTH MERIDIAN STREET
INDIANAPOLIS,IN46204
35-6000158   19,405       FLU
(24) MINNESOTA DEPT OF HEALTH
PO BOX 64975
ST PAUL,MN55164
41-6007162   17,000       FLU
(25) MICHIGAN DEPT OF HEALTH
PO BOX 30437
LANSING,MI48909
38-6000134   13,600       FLU
(26) CSTE FOUNDATION
2635 CENTURY PARKWAY NE
ATLANTA,GA30345
47-4094953   90,000       FUNDING DAY-TO-DAY OPERATIONS
2
Enter total number of section 501(c)(3) and government organizations listed in the line 1 table ................. Bullet Image
26
3
Enter total number of other organizations listed in the line 1 table ........................ . Bullet Image
0
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50055P
Schedule I (Form 990) 2019

Schedule I (Form 990) 2019
Page 2
Part III
Grants and Other Assistance to Domestic Individuals. Complete if the organization answered "Yes" on Form 990, Part IV, line 22.
Part III can be duplicated if additional space is needed.
(a) Type of grant or assistance (b) Number of
recipients
(c) Amount of
cash grant
(d) Amount of
noncash assistance
(e) Method of valuation (book,
FMV, appraisal, other)
(f) Description of noncash assistance
(1) CSTE/CDC APPLIED EPIDEMIOLOGY FELLOWSHIP 67 1,703,627      
(2) ILLINOIS SUBSTANCE ABUSE FELLOW 1 40,858      
(2)
(3)
(4)
(5)
(6)
(7)
Part IV
Supplemental Information. Provide the information required in Part I, line 2; Part III, column (b); and any other additional information.
Return Reference Explanation
PART I, LINE 2: CSTE EXECUTES A LEGALLY BINDING AGREEMENT WITH ALL GRANTEES. THIS AGREEMENT DESCRIBES THE DETAILED TERMS AND PERMISSIBLE USES OF GRANT FUNDS. FUNDED ENTITIES ARE REQUIRED TO SUBMIT REGULAR PROGRESS REPORTS DETAILING THE USE OF FUNDS 2 - 4 TIMES PER YEAR. PROGRESS REPORTS ARE REVIEWED INTERNALLY AND SHARED WITH STAKEHOLDERS IF NEEDED AND/OR REQUESTED. FUNDED ENTITIES ARE REQUIRED TO SUBMIT BUDGETS DETAILING ESTIMATED COSTS AND EXPENDITURES OF THE AWARD BEFORE ANY FUNDS ARE DISBURSED. ANY CHANGES MADE BY THE GRANTEE FROM THE APPROVED BUDGET MUST BE PREAPPROVED BY CSTE. A FINAL REPORT IS DUE AT THE END OF THE PROJECT.
Schedule I (Form 990) 2019



Additional Data


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Schedule J
(Form 990)
Department of the Treasury
Internal Revenue Service
Compensation Information
For certain Officers, Directors, Trustees, Key Employees, and Highest
Compensated Employees
SchJMediumBullet Complete if the organization answered "Yes" on Form 990, Part IV, line 23.
SchJMediumBullet Attach to Form 990.
SchJMediumBullet Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2019
Open to Public Inspection
Name of the organization
COUNCIL OF STATE AND TERRITORIAL
EPIDEMIOLOGISTS INC
Employer identification number

23-7410799
Part I
Questions Regarding Compensation
Yes
No
1a
Check the appropiate box(es) if the organization provided any of the following to or for a person listed on Form
990, Part VII, Section A, line 1a. Complete Part III to provide any relevant information regarding these items.
b
If any of the boxes on Line 1a are checked, did the organization follow a written policy regarding payment or reimbursement or provision of all of the expenses described above? If "No," complete Part III to explain .........
1b
Yes
 
2
Did the organization require substantiation prior to reimbursing or allowing expenses incurred by all
directors, trustees, officers, including the CEO/Executive Director, regarding the items checked on Line 1a? ..
2
Yes
 
3
Indicate which, if any, of the following the filing organization used to establish the compensation of the
organization's CEO/Executive Director. Check all that apply. Do not check any boxes for methods
used by a related organization to establish compensation of the CEO/Executive Director, but explain in Part III.
4
During the year, did any person listed on Form 990, Part VII, Section A, line 1a, with respect to the filing organization or a related organization:
a
Receive a severance payment or change-of-control payment? .............
4a
 
No
b
Participate in, or receive payment from, a supplemental nonqualified retirement plan? .........
4b
 
No
c
Participate in, or receive payment from, an equity-based compensation arrangement? .........
4c
 
No
If "Yes" to any of lines 4a-c, list the persons and provide the applicable amounts for each item in Part III.
Only 501(c)(3), 501(c)(4), and 501(c)(29) organizations must complete lines 5-9.
5
For persons listed on Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the revenues of:
a
The organization? ....................
5a
 
 
b
Any related organization? .......................
5b
 
 
If "Yes," on line 5a or 5b, describe in Part III.
6
For persons listed on Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the net earnings of:
a
The organization? ..................
6a
 
 
b
Any related organization? ......................
6b
 
 
If "Yes," on line 6a or 6b, describe in Part III.
7
For persons listed on Form 990, Part VII, Section A, line 1a, did the organization provide any nonfixed
payments not described in lines 5 and 6? If "Yes," describe in Part III ............
7
 
 
8
Were any amounts reported on Form 990, Part VII, paid or accured pursuant to a contract that was
subject to the initial contract exception described in Regulations section 53.4958-4(a)(3)? If "Yes," describe
in Part III ..........................
8
 
 
9
If "Yes" on line 8, did the organization also follow the rebuttable presumption procedure described in Regulations section 53.4958-6(c)? .........................
9
 
 
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50053T
Schedule J (Form 990) 2019

Schedule J (Form 990) 2019
Page 2
Part II
Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees. Use duplicate copies if additional space is needed.
For each individual whose compensation must be reported on Schedule J, report compensation from the organization on row (i) and from related organizations, described in the
instructions, on row (ii). Do not list any individuals that are not listed on Form 990, Part VII.
Note. The sum of columns (B)(i)-(iii) for each listed individual must equal the total amount of Form 990, Part VII, Section A, line 1a, applicable column (D) and (E) amounts for that individual.
(A) Name and Title (B) Breakdown of W-2 and/or 1099-MISC compensation (C) Retirement and other deferred compensation (D) Nontaxable
benefits
(E) Total of columns
(B)(i)-(D)
(F) Compensation in column (B) reported as deferred on prior Form 990
(i) Base
compensation
(ii) Bonus & incentive
compensation
(iii) Other reportable compensation
1JEFFREY P ENGEL MD
EXECUTIVE DIRECTOR (OUTGOING)
(i)

(ii)
254,295
-------------
0
10,000
-------------
0
0
-------------
0
15,858
-------------
0
16,815
-------------
0
296,968
-------------
0
0
-------------
0
2JANET HAMILTON
EXECUTIVE DIRECTOR (INCOMING)
(i)

(ii)
138,244
-------------
0
0
-------------
0
0
-------------
0
8,295
-------------
0
27,034
-------------
0
173,573
-------------
0
0
-------------
0
3BEVERLY CHRISTNER
SENIOR DIRECTOR OF OPERATIONS
(i)

(ii)
138,842
-------------
0
7,500
-------------
0
0
-------------
0
8,781
-------------
0
15,528
-------------
0
170,651
-------------
0
0
-------------
0
4JOHN LISCO
SENIOR DIRECTOR OF FINANCE (OUTGOING
(i)

(ii)
149,548
-------------
0
0
-------------
0
0
-------------
0
8,973
-------------
0
9,630
-------------
0
168,151
-------------
0
0
-------------
0
5JENNIFER LEMMINGS
SENIOR DIR OF GOVERNANCE STRATEGY &
(i)

(ii)
113,988
-------------
0
5,000
-------------
0
0
-------------
0
7,139
-------------
0
27,283
-------------
0
153,410
-------------
0
0
-------------
0
Schedule J (Form 990) 2019

Schedule J (Form 990) 2019
Page 3
Part III
Supplemental Information
Provide the information, explanation, or descriptions required for Part I, lines 1a, 1b, 3, 4a, 4b, 4c, 5a, 5b, 6a, 6b, 7, and 8, and for Part II. Also complete this part for any additional information.
Return Reference Explanation
PART I, LINE 1A EMPLOYEES HAVE A WELLNESS BENEFIT OF UP TO $25 PER MONTH.
Schedule J (Form 990) 2019

Additional Data


Software ID:  
Software Version:  
SCHEDULE O
(Form 990 or 990-EZ)

Department of the Treasury
Internal Revenue Service
Supplemental Information to Form 990 or 990-EZ

Complete to provide information for responses to specific questions on
Form 990 or 990-EZ or to provide any additional information.
MediumBullet Attach to Form 990 or 990-EZ.
MediumBullet Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2019
Open to Public
Inspection
Name of the organization
COUNCIL OF STATE AND TERRITORIAL
EPIDEMIOLOGISTS INC
Employer identification number

23-7410799
Return Reference Explanation
FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION HAS ACTIVE MEMBERSHIPS AND ASSOCIATE MEMBERSHIPS FOR PERSONS ENGAGED IN THE PRACTICE OF EPIDEMIOLOGY. PERSONS CURRENTLY ENROLLED FULL TIME IN AN UNDERGRADUATE OR GRADUATE PROGRAM WHO ARE ACTIVELY PURSUING A DEGREE IN PUBLIC HEALTH OR RELATED FIELD ARE ELIGIBLE FOR STUDENT MEMBERSHIP. IN FY20, THERE WERE 1,795 MEMBERS.
FORM 990, PART VI, SECTION A, LINE 7A THE ELECTION OF THE EXECUTIVE BOARD, POSITION STATEMENTS THAT DO NOT AFFECT STATE OR TERRITORIAL PUBLIC HEALTH LAW, AND OTHER SIMILAR MATTERS AS SPECIFIED IN THE BYLAWS OR DESIGNATED BY THE EXECUTIVE BOARD SHALL BE DETERMINED BY A VOTE OF THE ACTIVE MEMBERS BY ELECTRONIC BALLOT AT A TIME BEFORE THE ANNUAL MEETING OR AS DESIGNATED BY THE EXECUTIVE BOARD.
FORM 990, PART VI, SECTION A, LINE 7B OFFICIAL COUNCIL DECISIONS, SUCH AS POSITION STATEMENTS THAT AFFECT PUBLIC HEALTH LAW, ARE MADE BY VOTE WITH ONLY ONE VOTE PER STATE OR TERRITORY CAST BY THE STATE EPIDEMIOLOGIST OR AN OFFICIAL ACTIVE MEMBER REPRESENTATIVE FROM THE STATE OR TERRITORY DESIGNATED BY THE STATE EPIDEMIOLOGIST.
FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS PREPARED BY MAULDIN & JENKINS, LLC, AN INDEPENDENT CERTIFIED PUBLIC ACCOUNTING FIRM. FORM 990 IS THEN PROVIDED TO THE ORGANIZATIONS'S BOARD FOR REVIEW PRIOR TO FILING.
FORM 990, PART VI, SECTION B, LINE 12C POLICY REQUIRES IMMEDIATE NOTIFICATION OF CONFLICTS AND WE HAVE ANNUAL ACKNOWLEDGEMENT THAT ALL HAS BEEN DISCLOSED.
FORM 990, PART VI, SECTION B, LINE 15 EVERY THREE TO FIVE YEARS AN INDEPENDENT CONTRACTOR IS HIRED TO DO A SALARY AND WAGE REVIEW. COPIES OF THE REPORT ARE GIVEN TO THE EXECUTIVE BOARD TO USE AS A TOOL FOR SETTING THE EXECUTIVE DIRECTOR'S SALARY, AND A COPY IS GIVEN TO THE EXECUTIVE DIRECTOR FOR SETTING THE EMPLOYEES' SALARIES.
FORM 990, PART VI, SECTION C, LINE 19 SOME INFORMATION IS POSTED ON THE CSTE WEBSITE FOR THE GENERAL PUBLIC TO ACCESS. SOME INFORMATION IS POSTED ON THE CSTE WEBSITE FOR MEMBER ACCESS ONLY. ANY INFORMATION THAT A REQUESTOR COULD NOT ACCESS THEMSELVES, UPON REQUEST, IS PROVIDED EITHER BY FAX OR EMAIL.
FORM 990, PART IX, LINE 11G OTHER CONSULTANTS & CONTRACTS 3,273,603.
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 51056K
Schedule O (Form 990 or 990-EZ) 2019


Additional Data


Software ID:  
Software Version:  
SCHEDULE R
(Form 990)

Department of the Treasury
Internal Revenue Service
Related Organizations and Unrelated Partnerships
MediumBulletComplete if the organization answered "Yes" on Form 990, Part IV, line 33, 34, 35b, 36, or 37.
MediumBulletAttach to Form 990.
MediumBullet Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047
2019
Open to Public Inspection
Name of the organization
COUNCIL OF STATE AND TERRITORIAL
EPIDEMIOLOGISTS INC
Employer identification number

23-7410799
Part I
Identification of Disregarded Entities. Complete if the organization answered "Yes" on Form 990, Part IV, line 33.
(a)
Name, address, and EIN (if applicable) of disregarded entity


(b)
Primary activity


(c)
Legal domicile (state
or foreign country)

(d)
Total income


(e)
End-of-year assets


(f)
Direct controlling
entity











Part II
Identification of Related Tax-Exempt Organizations. Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related tax-exempt organizations during the tax year.
(a)
Name, address, and EIN of related organization


(b)
Primary activity


(c)
Legal domicile (state
or foreign country)

(d)
Exempt Code section


(e)
Public charity status
(if section 501(c)(3))

(f)
Direct controlling
entity

(g)
Section 512(b)(13) controlled entity?
Yes No
(1)CSTE FOUNDATION INC
2635 CENTURY PARKWAY NE SUITE 700

ATLANTA,GA30345
47-4094953
SUPPORT CSTE GA 501(C)(3) LINE 12A, I CSTE INC
 
 
No












For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50135Y
Schedule R (Form 990) 2019
Schedule R (Form 990) 2019
Page 2
Part III
Identification of Related Organizations Taxable as a Partnership. Complete if the organization answered "Yes" on Form 990, Part IV, line 34, because it had one or more related organizations treated as a partnership during the tax year.
(a)
Name, address, and EIN of
related organization



(b)
Primary activity




(c)
Legal
domicile
(state or foreign
country)


(d)
Direct controlling
entity



(e)
Predominant income(related, unrelated, excluded from tax under sections 512-514)

(f)
Share of total income




(g)
Share of end-of-year
assets



(h)
Disproprtionate allocations?




(i)
Code V-UBI
amount in box 20 of
Schedule K-1
(Form 1065)
(j)
General or
managing
partner?



(k)
Percentage
ownership


Yes No Yes No












Part IV
Identification of Related Organizations Taxable as a Corporation or Trust. Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related organizations treated as a corporation or trust during the tax year.
(a)
Name, address, and EIN of
related organization
(b)
Primary activity
(c)
Legal
domicile
(state or foreign
country)
(d)
Direct controlling
entity
(e)
Type of entity
(C corp, S corp,
or trust)
(f)
Share of total income
(g)
Share of end-of-year
assets
(h)
Percentage
ownership
(i)
Section 512(b)(13) controlled entity?
Yes No












Schedule R (Form 990) 2019
Schedule R (Form 990) 2019
Page 3
Part V
Transactions With Related Organizations. Complete if the organization answered "Yes" on Form 990, Part IV, line 34, 35b, or 36.
Note. Complete line 1 if any entity is listed in Parts II, III, or IV of this schedule.
Yes
No
1 During the tax year, did the orgranization engage in any of the following transactions with one or more related organizations listed in Parts II-IV?
a Receipt of (i) interest, (ii) annuities, (iii) royalties, or (iv) rent from a controlled entity .....................
1a
 
No
b Gift, grant, or capital contribution to related organization(s) ............................
1b
Yes
 
c Gift, grant, or capital contribution from related organization(s) ............................
1c
 
No
d Loans or loan guarantees to or for related organization(s) ............................
1d
 
No
e Loans or loan guarantees by related organization(s) ............................
1e
 
No
f Dividends from related organization(s) ............................
1f
 
No
g Sale of assets to related organization(s) ............................
1g
 
No
h Purchase of assets from related organization(s) ............................
1h
 
No
i Exchange of assets with related organization(s) ............................
1i
 
No
j Lease of facilities, equipment, or other assets to related organization(s) .......................
1j
 
No
k Lease of facilities, equipment, or other assets from related organization(s) ......................
1k
 
No
l Performance of services or membership or fundraising solicitations for related organization(s) .....................
1l
 
No
m Performance of services or membership or fundraising solicitations by related organization(s) .................
1m
 
No
n Sharing of facilities, equipment, mailing lists, or other assets with related organization(s) ...................
1n
Yes
 
o Sharing of paid employees with related organization(s) ............................
1o
Yes
 
p Reimbursement paid to related organization(s) for expenses ............................
1p
 
No
q Reimbursement paid by related organization(s) for expenses ............................
1q
 
No
r Other transfer of cash or property to related organization(s) ............................
1r
 
No
s Other transfer of cash or property from related organization(s) ............................
1s
 
No
2
If the answer to any of the above is "Yes," see the instructions for information on who must complete this line, including covered relationships and transaction thresholds.
(a)
Name of related organization
(b)
Transaction
type (a-s)
(c)
Amount involved
(d)
Method of determining amount involved





Schedule R (Form 990) 2019
Schedule R (Form 990) 2019
Page 4
Part VI
Unrelated Organizations Taxable as a Partnership. Complete if the organization answered "Yes" on Form 990, Part IV, line 37.
Provide the following information for each entity taxed as a partnership through which the organization conducted more than five percent of its activities (measured by total assets or gross revenue) that was not a related organization. See instructions regarding exclusion for certain investment partnerships.
(a)
Name, address, and EIN of entity
(b)
Primary activity
(c)
Legal domicile
(state or foreign
country)
(d)
Predominant income (related, unrelated, excluded from tax under sections 512-514)

(e)
Are all partners
section
501(c)(3)
organizations?
(f)
Share of total income




(g)
Share of
end-of-year
assets
(h)
Disproprtionate allocations?
(i)
Code V-UBI
amount in box 20
of Schedule K-1
(Form 1065)
(j)
General or
managing
partner?
(k)
Percentage
ownership


Yes No Yes No Yes No






























Schedule R (Form 990) 2019
Schedule R (Form 990) 2019
Page 5
Part VII
Supplemental Information
Provide additional information for responses to questions on Schedule R. (see instructions).
Return Reference Explanation
Schedule R (Form 990) 2019

Additional Data


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