PUBLIC HEALTH FOUNDATION INC: Form 990, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- PUBLIC HEALTH FOUNDATION INC (EIN 95-2557063)
- Tax period
- 2019-07-01 to 2020-06-30
- Filed
- 2021-03-15
- IRS object ID
- 202100749349302205
- Schema version
- 2019v5.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule F
- Schedule I
- Schedule J
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-03-15T20:38:24-05:00 | ReturnTs |
| Tax Period End | 2020-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 221478099 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COHNREZNICK LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 400 CAPITOL MALL SUITE 1200 | AddressLine1Txt |
| City | SACRAMENTO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95814 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2019-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 952557063 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PUBLIC HEALTH FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | ENTERPRISES INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PUBL | BusinessNameControlTxt |
| Phone | 5622227894 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 13300 CROSSROADS PARKWAY N NO 450 | AddressLine1Txt |
| City | CITY OF INDUSTRY | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91746 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BLAYNE CUTLER | PersonNm |
| Person Title | PRESIDENT/CEO | PersonTitleTxt |
| Phone | 5622227894 | PhoneNum |
| Signature | 2021-03-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LISA M CUMMINGS CPA | PreparerPersonNm |
| PTIN | P00043433 | PTIN |
| Phone | 9164429100 | PhoneNum |
| Preparation | 2021-03-08 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
Doing Business As Name DoingBusinessAsName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HELUNA HEALTH PHFE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | BLAYNE CUTLER | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 13300 CROSSROADS PARKWAY N NO 450 | AddressLine1Txt |
| City | CITY OF INDUSTRY | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91746 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $137,869,263 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.HELUNAHEALTH.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1968 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | TO ENABLE POPULATION HEALTH INITIATIVES TO IMPROVE THE OVERALL WELL-BEING OF OUR COMMUNITIES. | ActivityOrMissionDesc |
| Voting Members Governing Body | 15 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 15 | VotingMembersIndependentCnt |
| Total Employee | 1598 | TotalEmployeeCnt |
| Total Volunteers | 15 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $113,762,863 | PYContributionsGrantsAmt |
| CY Contributions Grants | $121,296,130 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $3,883,676 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $16,497,904 | CYProgramServiceRevenueAmt |
| PY Investment Income | $0 | PYInvestmentIncomeAmt |
| CY Investment Income | $3,208 | CYInvestmentIncomeAmt |
| PY Other Revenue | $12,052,851 | PYOtherRevenueAmt |
| CY Other Revenue | $72,021 | CYOtherRevenueAmt |
| PY Total Revenue | $129,699,390 | PYTotalRevenueAmt |
| CY Total Revenue | $137,869,263 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $400,000 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $84,697,386 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $94,327,732 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $44,340,066 | PYOtherExpensesAmt |
| CY Other Expenses | $41,975,034 | CYOtherExpensesAmt |
| PY Total Expenses | $129,037,452 | PYTotalExpensesAmt |
| CY Total Expenses | $136,702,766 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $661,938 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $1,166,497 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $33,076,425 | TotalAssetsBOYAmt |
| Total Assets EOY | $39,846,426 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $24,914,569 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $30,521,366 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $8,161,856 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $9,325,060 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | TO ENABLE POPULATION HEALTH INITIATIVES TO IMPROVE THE OVERALL WELL-BEING OF OUR COMMUNITIES. SEE SCHEDULE O FOR MORE DETAILS.PUBLIC HEALTH FOUNDATION ENTERPRISES, INC. DBA HELUNA HEALTH IS A NOT-FOR-PROFIT 501(C)(3) AGENCY DEDICATED TO IMPROVING THE HEALTH AND WELL-BEING OF OUR COMMUNITIES. HELUNA HEALTH PARTNERS WITH ACADEMIC RESEARCHERS, GOVERNMENT AGENCIES, FOUNDATIONS AND PRIVATE SPONSORS TO OFFER A SUITE OF SERVICES, INCLUDING CONTRACTS AND GRANTS MANAGEMENT; FISCAL SPONSORSHIP (PROVIDING A FINANCIAL 'HOME' FOR RESEARCHERS, PROGRAMS AND AGENCIES); HUMAN RESOURCES SUPPORT; ACCOUNTING SERVICES; REAL ESTATE/LEASING ASSISTANCE AND DIRECT PUBLIC HEALTH PROGRAM LEADERSHIP TO HELP IMPLEMENT PUBLIC HEALTH PROJECTS. HELUNA HEALTH PROVIDED SUCH SERVICES TO OVER 500 PROJECTS AND INITIATIVES DURING FISCAL YEAR 2020. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $46,251,280 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | WIC, THE SPECIAL SUPPLEMENTAL NUTRITION PROGRAM FOR WOMEN, INFANTS AND CHILDREN, IS A USDA-FUNDED FOOD AND NUTRITION EDUCATION PROGRAM FOR PREGNANT, BREASTFEEDING, AND POSTPARTUM WOMEN, INFANTS AND CHILDREN UNDER THE AGE OF FIVE WHO ARE LOWER-INCOME (UP TO 185% OF POVERTY LEVEL) AND AT NUTRITIONAL RISK. ESTABLISHED IN 1974, THE GOAL OF THE WIC PROGRAM IS TO IMPROVE THE HEALTH AND NUTRITIONAL STATUS OF PARTICIPANTS DURING CRITICAL TIMES OF GROWTH AND DEVELOPMENT. CORE WIC SERVICES INCLUDE NUTRITION EDUCATION, BREASTFEEDING EDUCATION AND SUPPORT, REFERRALS TO COMMUNITY SERVICES AND NUTRITIOUS FOODS (I.E. LOWER-FAT MILK, FRUITS AND VEGETABLES, WHOLE GRAIN CEREALS, EGGS). APPROXIMATELY 20% OF THE INDIVIDUALS SERVED ARE WOMEN, 25% ARE INFANTS, AND THE REMAINING 55% ARE CHILDREN AGE ONE TO FIVE.PHFE WIC HAS BEEN PROVIDING HIGH-QUALITY WIC SERVICES IN LOS ANGELES COUNTY FOR OVER 40 YEARS, ORANGE COUNTY FOR 22 YEARS, AND SAN BERNARDINO COUNTY FOR 13 YEARS. FORTY-EIGHT WIC CENTERS ARE STRATEGICALLY LOCATED IN HIGH-DENSITY AREAS OF NEED THROUGHOUT THE THREE COUNTIES SERVING A CURRENT CASELOAD OF APPROXIMATELY 200,000 PARTICIPANTS EACH MONTH. PHFE WIC HAS APPROXIMATELY 580 EMPLOYEES, WHICH INCLUDE 170 NUTRITIONISTS, OTHER PROFESSIONALS SUCH AS LACTATION CONSULTANTS AND BREASTFEEDING PEER COUNSELORS, AND 375 PARAPROFESSIONALS PROVIDING CULTURALLY APPROPRIATE SERVICES TO ELIGIBLE FAMILIES.THE PHFE WIC PROGRAM IS THE LARGEST LOCAL AGENCY WIC PROGRAM IN THE COUNTRY SERVING APPROXIMATELY 4% OF THE NATION'S TOTAL AND 23% OF CALIFORNIA'S TOTAL WIC PARTICIPANTS. EIGHTY-FOUR PERCENT OF THE CLIENTS SERVED BY PHFE WIC ARE LATINO, 6% ARE AFRICAN-AMERICAN, 6% ARE ASIAN, 3% ARE CAUCASIAN AND 1% ARE NATIVE AMERICAN. PHFE WIC PROVIDES SERVICES AND WRITTEN INFORMATION IN ENGLISH, SPANISH, CHINESE, VIETNAMESE, KOREAN, ARABIC AND ARMENIAN.IN 2019-2020, WIC BEGAN PROVIDING FOOD BENEFITS TO FAMILIES BY INTRODUCING THE CALIFORNIA WIC CARD. THIS IMPORTANT CHANGE IS EXPECTED TO SUBSTANTIALLY IMPROVE THE WIC PARTICIPANT EXPERIENCE. FROM THE WIC PROGRAM'S INCEPTION IN 1974 THROUGH OCTOBER 2019, WIC FAMILIES HAVE USED PAPER CHECKS TO PURCHASE THEIR WIC FOODS. IT IS ANTICIPATED THAT THIS CHANGE FROM PAPER CHECKS TO AN ELECTRONIC BENEFIT (EBT) SYSTEM WILL DRASTICALLY IMPROVE THE WIC PARTICIPANT SHOPPING EXPERIENCE. SINCE THE START OF THE COVID PANDEMIC PHFE WIC PIVOTED TO A LARGELY REMOTE OPERATION, PROVIDING CORE WIC SERVICES REMOTELY AND PROVIDING BENEFITS SEAMLESSLY TO OUR FAMILIES.THE PHFE WIC PROGRAM IS NATIONALLY RECOGNIZED AS A LEADER AND INNOVATOR IN NUTRITION EDUCATION, BREASTFEEDING SUPPORT, STAFF TRAINING, CUSTOMER SERVICE AND OUTREACH TO COMMUNITY PROVIDERS. IN THE LAST DECADE, PHFE WIC HAS SUCCESSFULLY IMPLEMENTED A NUMBER OF PUBLICLY- AND PRIVATELY-FUNDED ENHANCEMENTS TO CORE WIC SERVICE, INCLUDING PARENTING EDUCATION AND SUPPORT GROUPS, EARLY LITERACY INTERVENTIONS, RESEARCH INVOLVING CHILDHOOD OBESITY, WIC FOOD PACKAGE CHANGES, NUTRITION EDUCATION AND BREASTFEEDING AS WELL AS PRENATAL ALCOHOL PREVENTION AND INTERCONCEPTION CARE PROTOCOLS. TODAY IT CONTINUES TO GO BEYOND THE SCOPE OF REGULAR WIC SERVICES IN ORDER TO BETTER SERVE THE NEEDS OF LOCAL LOW-INCOME FAMILIES WITH YOUNG CHILDREN. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $8,781,662 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | SINCE 1995, THE EPIDEMIOLOGY AND LABORATORY CAPACITY FOR PREVENTION AND CONTROL OF EMERGING INFECTIOUS DISEASES (ELC) COOPERATIVE AGREEMENT HAS BEEN CRITICAL TO U.S. HEALTH DEPARTMENTS' ABILITY TO COMBAT INFECTIOUS DISEASES. WHILE BEGINNING WITH ONLY 10 RECIPIENTS, THAT NUMBER INCREMENTALLY GREW, REACHING THE CURRENT COMPLEMENT OF 64 JURISDICTIONS IN 2012. FOR A QUARTER-CENTURY, THE ELC COOPERATIVE AGREEMENT HAS PROVIDED HUNDREDS OF MILLIONS EACH YEAR TO ALL 50 STATES, SEVERAL LARGE LOCAL HEALTH DEPARTMENTS, AND U.S. TERRITORIES AND AFFILIATES TO DETECT, RESPOND TO, CONTROL, AND PREVENT INFECTIOUS DISEASES. THROUGH THIS FUNDING, HELUNA HEALTH HAS PARTNERED WITH CALIFORNIA DEPARTMENT OF PUBLIC HEALTH SINCE 1995 TO BOTH BUILD AND STRENGTHEN PUBLIC HEALTH SYSTEMS RELATED TO COMMUNICABLE DISEASES IN CALIFORNIA. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $6,069,676 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | THE SAN FRANCISCO HOMELESS OUTREACH TEAM IS A COLLABORATION BETWEEN THE SAN FRANCISCO DEPARTMENT OF PUBLIC HEALTH, THE HUMAN SERVICES AGENCY ("HSA"), SAN FRANCISCO PUBLIC LIBRARY, AND THE DEPARTMENT OF HOMELESSNESS AND SUPPORTIVE HOUSING ("DHSH"). THE PROGRAM SEEKS TO REACH CHRONICALLY HOMELESS ADULTS ON THE STREETS OF SAN FRANCISCO THAT ARE HIGH-RISK, HARD-TO-ENGAGE, AND TYPICALLY DO NOT SEEK SERVICES. SFHOT CASE MANAGERS, ENGAGEMENT SPECIALISTS, AND SENIOR ENGAGEMENT SPECIALISTS BUILD A RAPPORT WITH HOMELESS ADULTS AND THEN CONNECT THEM WITH NEEDED SERVICES. HELUNA HEALTH PROVIDES PUBLIC HEALTH AND ADMINISTRATIVE SUPPORT FOR THIS PROGRAM IN PARTNERSHIP WITH THE SAN FRANCISCO DEPARTMENT OF HOMELESSNESS AND SUPPORTIVE HOUSING. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $61,967,873 | ExpenseAmt |
| Grant | $400,000 | GrantAmt |
| Revenue | $16,569,925 | RevenueAmt |
| Desc | SOME OF OUR OTHER PROGRAMS INCLUDE:1) THE CALIFORNIA EMERGING INFECTIONS PROGRAM (CEIP) IS ONE OF TEN EIP SITES. CEIP IS FUNDED BY THE CENTERS FOR DISEASE CONTROL AND PREVENTION (CDC) AND IS SPONSORED BY PUBLIC HEALTH FOUNDATION ENTERPRISES, INC. (PHFE). AS PART OF THE EIP NETWORK, CEIP HAS BEEN AN INVALUABLE NATIONAL RESOURCE FOR THE SURVEILLANCE, PREVENTION, AND CONTROL OF EMERGING INFECTIOUS DISEASES. CEIP FUNCTIONS UNDER A COOPERATIVE AGREEMENT WITH CDC AND IS A COLLABORATION AMONG THE CALIFORNIA DEPARTMENT OF PUBLIC HEALTH, THE UC BERKELEY SCHOOL OF PUBLIC HEALTH, THE UC SAN FRANCISCO SCHOOL OF MEDICINE, AND MULTIPLE BAY AREA LOCAL HEALTH JURISDICTIONS. CEIP WAS INITIATED IN 1994 WITH DIRECTORS DUC VUGIA, MD, MPH AND ARTHUR REINGOLD, MD, ASSOCIATE DIRECTOR GRETCHEN ROTHROCK, MPH, AND SEVEN EMPLOYEES. IT NOW EMPLOYS OVER 40 STAFF. 2) ANGELS CHILD CARE FOOD PROGRAM (CCFP) EDUCATES AND TRAINS LICENSED DAY CARE PROVIDERS TO PROVIDE NUTRITIOUS MEALS THAT PROMOTE LIFELONG, HEALTHY EATING HABITS IN CHILDREN. ANGLES CCFP SERVICES LICENSED DAYCARE PROVIDERS IN THE LOS ANGELES, ORANGE, RIVERSIDE, SAN BERNARDINO AND VENTURA COUNTIES WITH A NUTRITION EDUCATION AND REIMBURSEMENT PROGRAM. ANGELS CCFP PLAYS A VITAL ROLE IN IMPROVING THE QUALITY OF DAYCARE AND MAKING IT MORE AFFORDABLE FOR MANY LOW-INCOME FAMILIES. PROVIDERS RECEIVE NUTRITION TRAINING AND MONITORED VISITS EVERY FOUR MONTHS TO ASSURE THAT THEY ARE PROVIDING THE REQUIRED MEALS TO CHILDREN IN THEIR CARE. EACH DAY, THOUSANDS OF CHILDREN RECEIVE NUTRITIOUS MEALS AND SNACKS THROUGH THE PROGRAM. 3) CONTRA COSTA HEALTH SERVICES-PUBLIC HEALTH DIVISION - PROVIDES CONSULTATION AND TECHNICAL ASSISTANCE WITH REGARD TO COMMUNITY HEALTH PROMOTION FOR PUBLIC HEALTH EMERGENCIES AND HEALTH SERVICE FOR EMERGENCY MEDICAL SERVICES; PROVIDES ASSISTANCE AND DEVELOPMENT AS WELL AS COORDINATION OF COMMUNITY HEALTH EMERGENCY PREPAREDNESS TRAININGS AND COALITION BUILDING FOR THE COUNTY.CONTRA COSTA SENIOR NUTRITION PROGRAM (MEALS ON WHEELS) - THE SENIOR NUTRITION PROGRAM PROVIDES NUTRITIOUS DAILY MEALS COUNTYWIDE FOR ADULTS AGE 60+. THEY ARE SERVED IN A SOCIAL SETTING AT 17 CONTRA COSTA CAFES AND 96 MEALS ON WHEELS ROUTES IN LOCAL COMMUNITIES THROUGHOUT THE COUNTY, OR DELIVERED TO THE RESIDENCE OF HOMEBOUND ADULTS. CONTRA COSTA HEALTH, HOUSING AND HOMELESS SERVICES (H3) - THIS PROGRAM CONSISTS OF HOMELESS OUTREACH, COMMUNITY HOUSING, HOMELESS YOUTH SERVICES, HOMELESS ADULT SERVICES, PERMANENT SUPPORTIVE HOUSING, AND COMMUNITY HOMELESS COURT. EACH OF THESE PROGRAMS IN THE DIVISION WORKS TO IMPROVE POPULATION HEALTH AND PROVIDE SAFE HOUSING BY PROVIDING ACCESS TO BASIC NEEDS, SUCH AS NUTRITIOUS FOOD, HOUSING AND SAFE PLACES TO EXERCISE AND PLAY TO PROMOTE A POSITIVE IMPACT ON HEALTH. 4) BRIDGE HIV IS A GLOBAL LEADER IN HIV PREVENTION, RESEARCH, AND EDUCATION. BRIDGE HIV WORKS WITH LOCAL AND INTERNATIONAL COMMUNITIES TO DISCOVER EFFECTIVE HIV PREVENTION STRATEGIES THROUGH RESEARCH, COMMUNITY PARTNERSHIPS, AND EDUCATIONAL INITIATIVES. OPERATING AS A CLINICAL TRIALS UNIT WITHIN THE SAN FRANCISCO DEPARTMENT OF PUBLIC HEALTH AND AFFILIATED WITH THE UNIVERSITY OF CALIFORNIA, SAN FRANCISCO, BRIDGE HIV CONDUCTS INNOVATIVE RESEARCH THAT GUIDES GLOBAL APPROACHES IN HIV PREVENTION. THEIR HERITAGE IN THE EARLY FIGHT AGAINST HIV/AIDS HAS MADE THEM A TRUSTED AND RENOWNED RESOURCE FOR UNDERSTANDING HIV INFECTION AND DISEASE. BRIDGE HIV ENGAGES IN COLLABORATIONS, SUCH AS THE PARTNERSHIP WITH HELUNA HEALTH, THAT INCLUDE STUDIES TO IDENTIFY A SAFE AND EFFECTIVE HIV VACCINE, AS WELL AS OTHER INNOVATIVE BIOMEDICAL HIV PREVENTION STRATEGIES. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $61,967,873 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $400,000 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $16,569,925 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $123,070,491 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | Yes (1) | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | Yes (1) | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 324 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 1598 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 15 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 15 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BRIAN GIESELER CFO | PersonNm |
| Phone | 5622227894 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 13300 CROSSROADS PARKWAY NORTH | AddressLine1Txt |
| City | CITY OF INDUSTRY | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91746 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (26 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| ALEXANDER BAKER | |||||||
| VICE CHAIR | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| CARLADENISE EDWARDS | |||||||
| BOARD MEMBER | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| CLARENCE LAM | |||||||
| BOARD MEMBER (OUTGOING) | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| DELVECCHIO FINLEY | |||||||
| VICE CHAIR (OUTGOING) | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| EDWARD YIP | |||||||
| BOARD MEMBER | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| ERIK D RAMANATHAN | |||||||
| CHAIR | 10.00 | Yes (X) | $0 | $0 | $0 | ||
| GEORGIA CASCIATO | |||||||
| BOARD MEMBER | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| JEAN O'CONNOR | |||||||
| BOARD MEMBER | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| NICOLE J MACARCHUK | |||||||
| BOARD MEMBER | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| ROBERT JENKS | |||||||
| TREASURER | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| SANTOSH VETTICADEN | |||||||
| BOARD MEMBER | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| SARAH MULLEN RICH | |||||||
| BOARD MEMBER | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| SCOTT FILER | |||||||
| BOARD MEMBER | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| SUSAN DE SANTI | |||||||
| BOARD MEMBER | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| TAMARA JOSEPH | |||||||
| SECRETARY | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| VIVIAN VASALLO | |||||||
| BOARD MEMBER | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| VON NGUYEN | |||||||
| BOARD MEMBER | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| BLAYNE CUTLER | |||||||
| PRESIDENT & CEO | 40.00 | $422,677 | $0 | $25,959 | Yes (X) | ||
| BRIAN GIESELER | |||||||
| CFO | 40.00 | $252,319 | $0 | $25,357 | Yes (X) | ||
| PETER DALE | |||||||
| CHIEF PROGRAM OFFICER | 40.00 | $196,590 | $0 | $19,668 | Yes (X) | ||
| TIMOTHY SEIFERT | |||||||
| CHIEF HR OFFICER | 40.00 | $230,871 | $0 | $22,568 | Yes (X) | ||
| JOSEPH MANGARAPU SELVARAJ | |||||||
| IT DIR (BUSINESS APPLIC) | 40.00 | $173,308 | $0 | $17,148 | Yes (X) | ||
| KEVIN TRAN | |||||||
| CONTROLLER | 40.00 | $203,784 | $0 | $20,861 | Yes (X) | ||
| KIRAN SALUJA | |||||||
| EXECUTIVE DIRECTOR (WIC PROGRAM) | 40.00 | $185,881 | $0 | $18,402 | Yes (X) | ||
| LEO PAK | |||||||
| CHIEF OF TECH & INNOV (LANES PROG) | 40.00 | $211,804 | $0 | $16,140 | Yes (X) | ||
| ZEA MALAWA | |||||||
| RESEARCH PHYSICIAN (COPING PROGRAM) | 40.00 | $202,134 | $0 | $19,292 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $2,079,368 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $185,395 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 69 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| FOLEY AND LARDNER LLP | |||||
| 555 S FLOWER ST SUITE 3300 | LOS ANGELES | CA | 90071 | LEGAL SERVICES | $258,679 |
| SOCIUM INNOVATIONS | |||||
| 11211 TAYLOR DRAPER LN SUITE 115 | AUSTIN | TX | 78759 | ACCOUNT EXECUTIVE SERVICES | $179,810 |
| DAVIS RESEARCH LLC | |||||
| 23801 CALABASAS RD STE 1036 | CALABASAS | CA | 91302 | RESEARCH SERVICES | $149,000 |
| HASKELL AND WHITE LLP | |||||
| 300 SPECTRUM CENTER DR STE 300 | IRVINE | CA | 92618 | AUDIT SERVICES | $136,686 |
| SUNVERA SOFTWARE LLC | |||||
| 14B GOODYEAR 125 | IRVINE | CA | 92618 | SOFTWARE SUPPORT SERVICES | $123,505 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 7 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $119,912,066 | GovernmentGrantsAmt |
| All Other Contributions | $1,384,064 | AllOtherContributionsAmt |
| Noncash Contributions | $373,750 | NoncashContributionsAmt |
| Total Contributions | $121,296,130 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| MANAGEMENT FEES | 900099 | $13,318,592 | $13,318,592 |
| PRIVATE CONTRACTS | 624100 | $3,179,312 | $3,179,312 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $16,497,904 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,208 | TotalRevenueColumnAmt |
| Exclusion | $3,208 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $72,021 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $72,021 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $72,021 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $137,869,263 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $16,569,925 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $3,208 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $400,000 | TotalAmt |
| Program Services | $400,000 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,224,792 | TotalAmt |
| Management And General | $1,224,792 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $68,902,831 | TotalAmt |
| Program Services | $62,796,778 | ProgramServicesAmt |
| Management And General | $6,106,053 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,013,830 | TotalAmt |
| Program Services | $3,655,541 | ProgramServicesAmt |
| Management And General | $358,289 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,306,434 | TotalAmt |
| Program Services | $13,067,941 | ProgramServicesAmt |
| Management And General | $1,238,493 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,879,845 | TotalAmt |
| Program Services | $5,309,874 | ProgramServicesAmt |
| Management And General | $569,971 | ManagementAndGeneralAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,909 | TotalAmt |
| Program Services | $6,909 | ProgramServicesAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $247,574 | TotalAmt |
| Program Services | $116,820 | ProgramServicesAmt |
| Management And General | $130,754 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $118,575 | TotalAmt |
| Program Services | $17,475 | ProgramServicesAmt |
| Management And General | $101,100 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $39,165 | TotalAmt |
| Management And General | $39,165 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,173,113 | TotalAmt |
| Program Services | $17,778,038 | ProgramServicesAmt |
| Management And General | $395,075 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $542,125 | TotalAmt |
| Program Services | $533,535 | ProgramServicesAmt |
| Management And General | $8,590 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $820,104 | TotalAmt |
| Program Services | $405,572 | ProgramServicesAmt |
| Management And General | $414,532 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,766,471 | TotalAmt |
| Program Services | $1,945,318 | ProgramServicesAmt |
| Management And General | $821,153 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,334,012 | TotalAmt |
| Program Services | $8,444,020 | ProgramServicesAmt |
| Management And General | $889,992 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,209,472 | TotalAmt |
| Program Services | $1,018,089 | ProgramServicesAmt |
| Management And General | $191,383 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $626,177 | TotalAmt |
| Program Services | $534,165 | ProgramServicesAmt |
| Management And General | $92,012 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,661,828 | TotalAmt |
| Program Services | $1,262,693 | ProgramServicesAmt |
| Management And General | $399,135 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $694,438 | TotalAmt |
| Program Services | $227,304 | ProgramServicesAmt |
| Management And General | $467,134 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| SUPPLIES | $5,160,044 | $5,139,564 | $20,480 |
| EQUIP RENTAL & MAINT | $412,054 | $339,884 | $72,170 |
| MEMBERSHIP/SUBSCRIPTION | $122,089 | $70,971 | $51,118 |
| BAD DEBT EXPENSE | $40,884 | $40,884 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $136,702,766 | TotalAmt |
| Program Services | $123,070,491 | ProgramServicesAmt |
| Management And General | $13,632,275 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,224,185 | BOYAmt |
| EOY | $14,921,901 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $505,412 | BOYAmt |
| EOY | $508,621 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,810,803 | BOYAmt |
| EOY | $19,073,473 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,233,371 | BOYAmt |
| EOY | $2,021,703 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $11,969,373 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $9,091,439 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,302,654 | BOYAmt |
| EOY | $2,877,934 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $442,794 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $33,076,425 | BOYAmt |
| EOY | $39,846,426 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,823,889 | BOYAmt |
| EOY | $15,587,862 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $196,507 | BOYAmt |
| EOY | $293,077 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,615,589 | BOYAmt |
| EOY | $8,697,862 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,278,584 | BOYAmt |
| EOY | $5,942,565 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,914,569 | BOYAmt |
| EOY | $30,521,366 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,161,856 | BOYAmt |
| EOY | $9,046,634 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $278,426 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,161,856 | BOYAmt |
| EOY | $9,325,060 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $33,076,425 | BOYAmt |
| EOY | $39,846,426 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $1,166,497 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$3,293 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $93,692,293 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $97,342,024 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $107,843,425 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $113,762,863 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $121,296,130 | CurrentTaxYearAmt |
| Total | $533,936,735 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $93,692,293 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $97,342,024 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $107,843,425 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $113,762,863 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $121,296,130 | CurrentTaxYearAmt |
| Total | $533,936,735 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $533,936,735 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year | $3,208 | CurrentTaxYearAmt |
| Total | $3,208 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $28,748 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $37,517 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $23,839 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $97,622 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $72,021 | CurrentTaxYearAmt |
| Total | $259,747 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $534,199,690 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $70,730,677 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.99950 | PublicSupportCY170Pct |
| Public Support PY170 | 0.90580 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | 0 | VolunteersInd |
| Paid Staff Or Management | 0 | PaidStaffOrManagementInd |
| Media Advertisements | 0 | MediaAdvertisementsInd |
| Mailings Members | 0 | MailingsMembersInd |
| Publications Or Broadcast | 0 | PublicationsOrBroadcastInd |
| Grants Other Organizations | 0 | GrantsOtherOrganizationsInd |
| Direct Contact Legislators | Yes (1) | DirectContactLegislatorsInd |
| Direct Contact Legislators | $39,165 | DirectContactLegislatorsAmt |
| Rallies Demonstrations | 0 | RalliesDemonstrationsInd |
| Other Activities | 0 | OtherActivitiesInd |
| Total Lobbying Expenditures | $39,165 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | 0 | NotDescribedSection501c3Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART II-B, LINE 1G, LOBBYING ACTIVITIES: | FormAndLineReferenceDesc |
| Explanation | ADVOCACY FOR PUBLIC FUNDING PRIORITIES THAT MAY HAVE AN IMPACT ON OUR PROGRAMS. | ExplanationTxt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Agent Trustee Etc | 0 | AgentTrusteeEtcInd |
| Incl Escrow Custodial Acct Liab | Yes (1) | InclEscrowCustodialAcctLiabInd |
| Explanation Provided | Yes (X) | ExplanationProvidedInd |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $731,764 | OtherCostOrOtherBasisAmt |
| Depreciation | $622,585 | DepreciationAmt |
| Book Value | $109,179 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $11,058,029 | OtherCostOrOtherBasisAmt |
| Depreciation | $8,468,854 | DepreciationAmt |
| Book Value | $2,589,175 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $179,580 | OtherCostOrOtherBasisAmt |
| Book Value | $179,580 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $2,877,934 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (4 entries)
| DescDesc | AmtAmt |
|---|---|
| ADVANCE ON GRANTOR PAYMENTS | $3,262,932 |
| DEFERRED RENT | $38,680 |
| ACCOUNTABILITY FOR PROGRAM ASSETS | $2,612,387 |
| CAPITAL LEASE OBLIGATIONS | $28,566 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $5,942,565 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $137,865,970 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$3,293 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | -$3,293 | RevenueNotReportedAmt |
| Revenue Subtotal | $137,869,263 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $137,869,263 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $136,702,766 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $136,702,766 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $136,702,766 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART IV, LINE 2B: | CERTAIN AMOUNTS ARE COLLECTED FOR CONTRACTS WHERE HELUNA HEALTH ADMINISTERS SERVICES AS OUTLINED IN THE AGREEMENT AND MAKES REIMBURSEMENTS TO HEALTH AND SOCIAL SERVICE PROVIDERS FOR PARTICULAR PROJECTS FOR A FEE; THESE CONTRACTS ARE NOT COST REIMBURSEMENTS. HELUNA HEALTH IS RESPONSIBLE FOR SERVICING THE FUNDS AND EITHER PROVIDES SERVICES THROUGH ITS PROGRAMS OR OUTSOURCES SUCH SERVICES TO THIRD PARTIES. HELUNA HEALTH EARNS REVENUE AND CHARGES ADMINISTRATIVE FEES FOR PROVIDING THESE SERVICES. CERTAIN AMOUNTS ARE COLLECTED ON BEHALF OF AGENCIES AND CHARITIES WHERE HELUNA HEALTH IS ADMINISTERING THE PAYMENTS OF EXPENSES FOR THESE ORGANIZATIONS. HELUNA HEALTH RECEIVES FUNDS FROM DONORS ON BEHALF OF ITS PROGRAMS FOR WHICH HELUNA HEALTH ACTS AS AN AGENT COLLECTING AND DISBURSING FUNDS AT THE DIRECTION OF EACH PROGRAM. HELUNA HEALTH HAS LITTLE TO NO DISCRETION ON HOW SUCH FUNDS ARE USED. HELUNA HEALTH ALSO EARNS AN ADMINISTRATIVE FEE FOR THESE SERVICES. |
| PART X, LINE 2: | HELUNA HEALTH IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND CALIFORNIA INCOME TAXES UNDER SECTION 23701(D) OF THE CALIFORNIA REVENUE AND TAXATION CODE ON ITS INCOME OTHER THAN FOR UNRELATED BUSINESS INCOME. MANAGEMENT EVALUATES UNCERTAINTY IN INCOME TAXES FOR TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN THE COURSE OF PREPARING HELUNA HEALTH'S TAX RETURNS TO DETERMINE WHETHER THE TAX POSITIONS ARE "MORE-LIKELY-THAN-NOT" OF BEING SUSTAINED BY THE APPLICABLE TAX AUTHORITY. TAX POSITIONS DEEMED TO MEET THE MORE-LIKELY-THAN-NOT THRESHOLD ARE REQUIRED TO BE RECORDED AS A TAX BENEFIT OR EXPENSE IN THE CURRENT YEAR. ADDITIONALLY, THIS INTERPRETATION PROVIDES GUIDANCE ON DE-RECOGNITION, CLASSIFICATION, INTEREST AND PENALTIES, DISCLOSURE AND TRANSITION. THERE WERE NO UNCERTAIN TAX POSITIONS THAT WERE CONSIDERED MORE-LIKELY-THAN-NOT OF BEING SUSTAINED BY APPLICABLE TAX AUTHORITIES AS OF JUNE 30, 2020 AND 2019. HELUNA HEALTH'S FEDERAL AND STATE INCOME TAX RETURNS PRIOR TO 2017 AND 2016, RESPECTIVELY, ARE CLOSED AND MANAGEMENT CONTINUALLY EVALUATES EXPIRING STATUTES OF LIMITATIONS, AUDITS, PROPOSED SETTLEMENTS, CHANGES IN TAX LAW AND NEW AUTHORITATIVE RULINGS. |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp (6 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|---|
| SOUTH AMERICA | 0 | 0 | PROGRAM SERVICES | HIV PREVENTION AND CARE DISPARITY | $129,323 |
| SOUTH AMERICA | 0 | 0 | PROGRAM SERVICES | DATA ANALYSIS AND RESEARCH | $109,927 |
| EUROPE (INCLUDING ICELAND & GREENLAND) | 0 | 0 | PROGRAM SERVICES | INTERNATIONAL CONGENITAL CMV CONFERENCE & INTERNATIONAL CMV WORKSHOP | $55,000 |
| SOUTH ASIA | 0 | 0 | PROGRAM SERVICES | DATA MANAGEMENT/RESEARCH & TRAINING | $36,327 |
| EUROPE (INCLUDING ICELAND & GREENLAND) | 0 | 0 | PROGRAM SERVICES | IT SERVICES | $32,000 |
| NORTH AMERICA | 0 | 0 | PROGRAM SERVICES | IT SERVICES | $18,039 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $380,616 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $380,616 | TotalSpentAmt |
| Transfer To Foreign Corp | 0 | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | 0 | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART III ACCOUNTING METHOD: | FormAndLineReferenceDesc |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COUNTY OF LOS ANGELES DEPARTMENT OF PUBLIC HEALTH | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5050 COMMERCE DRIVE | AddressLine1Txt |
| City | BALDWIN PARK | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91706 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient EIN | 956000927 | RecipientEIN |
| IRC Section | GOVERNMENT | IRCSectionDesc |
| Cash Grant | $400,000 | CashGrantAmt |
| Purpose Of Grant | COVID-19 TESTING IN HIGH RISK CONGREGATE SETTINGS | PurposeOfGrantTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 1 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | HELUNA HEALTH SATISFIED THE RESTRICTION ON A LARGE DONATION IT RECEIVED BY, IN-TURN, DONATING A PORTION TO THE COUNTY OF LOS ANGELES DEPARTMENT OF PUBLIC HEALTH TO BE USED IN ITS PUBLIC HEALTH PROGRAM(S). | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (1) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (9 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| BLAYNE CUTLER | ||||||||||||||
| PRESIDENT & CEO | $327,477 | $0 | $95,200 | $0 | $0 | $0 | $16,800 | $0 | $9,159 | $0 | $448,636 | $0 | $0 | $0 |
| BRIAN GIESELER | ||||||||||||||
| CFO | $230,246 | $0 | $22,073 | $0 | $0 | $0 | $16,276 | $0 | $9,081 | $0 | $277,676 | $0 | $0 | $0 |
| PETER DALE | ||||||||||||||
| CHIEF PROGRAM OFFICER | $175,246 | $0 | $21,344 | $0 | $0 | $0 | $12,274 | $0 | $7,394 | $0 | $216,258 | $0 | $0 | $0 |
| TIMOTHY SEIFERT | ||||||||||||||
| CHIEF HR OFFICER | $210,710 | $0 | $20,161 | $0 | $0 | $0 | $14,013 | $0 | $8,555 | $0 | $253,439 | $0 | $0 | $0 |
| JOSEPH MANGARAPU SELVARAJ | ||||||||||||||
| IT DIR (BUSINESS APPLIC) | $141,485 | $0 | $31,823 | $0 | $0 | $0 | $10,910 | $0 | $6,238 | $0 | $190,456 | $0 | $0 | $0 |
| KEVIN TRAN | ||||||||||||||
| CONTROLLER | $185,939 | $0 | $17,845 | $0 | $0 | $0 | $12,306 | $0 | $8,555 | $0 | $224,645 | $0 | $0 | $0 |
| KIRAN SALUJA | ||||||||||||||
| EXECUTIVE DIRECTOR (WIC PROGRAM) | $168,797 | $0 | $17,084 | $0 | $0 | $0 | $11,411 | $0 | $6,991 | $0 | $204,283 | $0 | $0 | $0 |
| LEO PAK | ||||||||||||||
| CHIEF OF TECH & INNOV (LANES PROG) | $211,804 | $0 | $0 | $0 | $0 | $0 | $10,200 | $0 | $5,940 | $0 | $227,944 | $0 | $0 | $0 |
| ZEA MALAWA | ||||||||||||||
| RESEARCH PHYSICIAN (COPING PROGRAM) | $202,134 | $0 | $0 | $0 | $0 | $0 | $12,301 | $0 | $6,991 | $0 | $221,426 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 4B | FormAndLineReferenceDesc |
| Explanation | EXECUTIVE NON-QUALIFIED 457(F) PLAN DURING THE YEAR ENDED JUNE 30, 2020, HELUNA HEALTH ESTABLISHED A SUPPLEMENTAL RETIREMENT PLAN FOR CERTAIN ELIGIBLE SENIOR EXECUTIVES. THE PLAN IS A NON-QUALIFIED DEFERRED COMPENSATION PLAN INTENDED TO COMPLY WITH IRS CODE SECTION 457(F). CONTRIBUTIONS TO THE PLAN REMAIN UNRESTRICTED ASSETS OF HELUNA HEALTH UNTIL THE PLAN VESTING REQUIREMENTS ARE MET. EMPLOYER CONTRIBUTION PLUS ANY UNREALIZED GAIN OR LOSS AMOUNTED TO $110,250 AS OF JUNE 30, 2020. | ExplanationTxt |
Schedule M IRS990ScheduleM
Other Non Cash Contri Table OtherNonCashContriTableGrp (2 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | DIAPERS | 2348464 | $352,270 | FAIR MARKET VALUE |
| Yes (X) | PPE | 40360 | $21,480 | FAIR MARKET VALUE |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, COLUMN (B): | FormAndLineReferenceDesc |
| Explanation | THE ORGANIZATION IS REPORTING IN PART I, COLUMN (B), THE NUMBER OF ITEMS CONTRIBUTED. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | FORM 990 IS REVIEWED AND APPROVED BY A BOARD-APPOINTED AUDIT COMMITTEE WITH COPIES OF THE FORM PROVIDED TO ALL THE BOARD MEMBERS. |
| FORM 990, PART VI, SECTION B, LINE 12C | THERE IS AN ANNUAL BOARD DISCUSSION OF POLICIES AND EACH BOARD MEMBER SIGNS A CONFLICT OF INTEREST AND CODE OF ETHICS POLICY EACH YEAR. AS POTENTIAL CONFLICTS ARISE, THEY ARE DISCUSSED AND MANAGED BY THE COMMITTEE. |
| FORM 990, PART VI, SECTION B, LINE 15A | COMPENSATION IS REVIEWED IN RELATIONSHIP TO MARKET AND SUBJECT TO VOTE BY THE FULL BOARD. |
| FORM 990, PART VI, SECTION C, LINE 19 | AUDITED FINANCIAL STATEMENTS AND OTHER GOVERNING DOCUMENTS ARE POSTED ON THE ORGANIZATION'S WEBSITE (WWW.HELUNAHEALTH.ORG). OTHER MATERIALS ARE AVAILABLE UPON REQUEST. |
| FORM 990, PART IX, LINE 11G | PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 5,675,890. MANAGEMENT AND GENERAL EXPENSES 131,065. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 5,806,955. SUBCONTRACTORS: PROGRAM SERVICE EXPENSES 4,147,438. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 4,147,438. OUTSIDE SERVICE: PROGRAM SERVICE EXPENSES 1,411,415. MANAGEMENT AND GENERAL EXPENSES 264,010. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,675,425. SUBRECIPIENTS: PROGRAM SERVICE EXPENSES 6,543,295. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 6,543,295. |
| FORM 990, PART XII, LINE 2C: | THE ORGANIZATION'S PROCESSES FOR OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT HAVE NOT CHANGED FROM THE PREVIOUS YEAR. |
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