2019-11-08T13:14:58-06:00 2019-06-30 GARY MCGEE & CO LLP 808 SW THIRD AVENUE SUITE 700 PORTLAND OR 97204 990 2018-07-01 272028308 ALLIANCE FOR A HEALTHIER GENERATION ALLI 5039725829 2525 SW FIRST AVENUE NO 120 PORTLAND OR 97201 KATHY HIGGINS CHIEF EXECUTIVE OFFICER 5039725829 2019-11-06 YEE LEE MCGEE P01294356 5032222515 96.95.137.101 2019-11-06 13:31:59 PS P A6C5305D582DC7D0F7638E9F545A4A195DA351B5 248A59B0E0579FE8B5C394547EDCB38756B63A83 2018 2020-03-31 21:24:44Z KATHY HIGGINS 2525 SW FIRST AVENUE NO 120 PORTLAND OR 97201 11610068 0 X HEALTHIERGENERATION.ORG X 2010 AR THE ALLIANCE FOR A HEALTHIER GENERATION BELIEVES EVERY CHILD DESERVES A HEALTHY FUTURE. FOR OVER A DECADE, HEALTHIER GENERATION HAS EMPOWERED KIDS TO DEVELOP LIFELONG HEALTHY HABITS BY ENSURING THE ENVIRONMENTS THAT SURROUND THEM SUPPORT THEIR PHYSICAL, SOCIAL AND EMOTIONAL HEALTH. DRIVEN BY OUR PASSION THAT ALL YOUNG PEOPLE DESERVE A CHANCE TO LIVE HEALTHIER LIVES, OUR WORK, IN TOTAL, HAS REACHED MORE THAN 29 MILLION KIDS ACROSS THE COUNTRY. TO LEARN MORE AND HELP MAKE A DIFFERENCE, VISIT HEALTHIERGENERATION.ORG AND JOIN US ON FACEBOOK AND TWITTER. 12 12 125 12 0 0 10747084 11259298 468612 309643 9702 40438 145362 0 11370760 11609379 1042369 107007 0 0 11462949 9120058 0 0 760480 2767772 2373628 15273090 11600693 -3902330 8686 18235835 18458982 771300 985761 17464535 17473221 THE MISSION OF THE ALLIANCE FOR A HEALTHIER GENERATION ("HEALTHIER GENERATION") IS TO REDUCE THE NATIONWIDE PREVALENCE OF CHILDHOOD OBESITY AND TO EMPOWER KIDS TO MAKE HEALTHY LIFESTYLE CHOICES. 0 0 7092585 77007 309643 HEALTHY SCHOOLS PROGRAM - THE HEALTHY SCHOOLS PROGRAM IS AMONG THE NATION'S LARGEST SCHOOL-BASED CHILDHOOD OBESITY PREVENTION AND HEALTH PROMOTION PROGRAMS, ADDRESSING MULTIPLE FACTORS THAT LEAD TO POOR HEALTH AND LIFE OUTCOMES - FROM PHYSICAL ACTIVITY AND NUTRITION TO OTHER CRITICAL HEALTH ISSUES, SUCH AS SOCIAL-EMOTIONAL HEALTH AND SLEEP. THE HEALTHY SCHOOLS PROGRAM HAS REACHED MORE THAN 44,000 SCHOOLS, SERVING MORE THAN 26 MILLION STUDENTS IN ALL 50 STATES, THE DISTRICT OF COLUMBIA AND PUERTO RICO. 1179100 BUSINESS SECTOR ENGAGEMENT - HEALTHIER GENERATION'S LEVERAGES OUR PUBLIC HEALTH EXPERTISE AND OUR RELATIONSHIPS WITH COMMUNITY ORGANIZATIONS TO COLLABORATE WITH CORPORATIONS AND CREATE MEANINGFUL IMPROVEMENTS IN CHILD HEALTH. WE WORK ACROSS THE FOOD SYSTEM - TO CHANGE SUPPLY, INCREASE ACCESS AND CREATE DEMAND - TO ENSURE ALL CHILDREN HAVE ACCESS TO HEALTHIER FOOD AND BEVERAGES. 763416 30000 HEALTHY OUT-OF-SCHOOL TIME INITIATIVE - HEALTHIER GENERATION'S HEALTHY OUT-OF-SCHOOL TIME INITIATIVE HAS SUPPORTED OUT-OF-SCHOOL TIME PROGRAM LEADERS AT MORE THAN 3,900 SITES IN CREATING STIMULATING, HEALTHY ENVIRONMENTS THAT HELP KIDS EAT BETTER AND MOVE MORE IN WAYS THAT SUPPORT THEIR SOCIAL, EMOTIONAL, AND ACADEMIC DEVELOPMENT. 9035101 1 1 0 1 0 0 0 0 0 0 1 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 26 0 125 1 0 0 0 0 0 0 0 0 0 0 0 0 X 12 12 1 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 1 0 AL AK AR CA CT FL GA IL KS KY MD MI MS NH NJ NM NY NC OK OR PA RI SC TN UT VA WV WI HI MA X KATHY HIGGINS 5039725829 2525 SW FIRST AVENUE NO 120 PORTLAND OR 97201 DAVID A JOSSERAND CHAIR 1.00 X X 0 0 0 NANCY BROWN MEMBER 0.50 X 0 0 0 WILLIAM J BRYANT MEMBER 0.50 X 0 0 0 CHELSEA CLINTON MEMBER 0.50 X 0 0 0 ELSA COLLINS MEMBER 0.50 X 0 0 0 MARY BETH DONAHUE MEMBER 0.50 X 0 0 0 DAVID P FAXON MD MEMBER 0.50 X 0 0 0 BRUCE R LINDSEY MEMBER 0.50 X 0 0 0 H MELVIN MING MEMBER 0.50 X 0 0 0 ANGELA MOSKOW MEMBER 0.50 X 0 0 0 RICA RODMAN MEMBER 0.50 X 0 0 0 TROOPER SANDERS MEMBER 0.50 X 0 0 0 DR HOWELL WECHSLER CEO (THRU: 10/1/2018) 37.50 X 200037 0 45171 KATHY HIGGINS CEO (EFF: 1/2/2019) 37.50 X 0 0 0 LISA CUSTARDO CFO (THRU: 2/1/2019) 37.50 X 113033 0 11723 DIANA MARTIN CHIEF MKTG & DEV. OFFICER 37.50 X 154423 0 48448 ANNE FERREE CHIEF STRATEGY & PRTNRSHIP 37.50 X 158609 0 32538 QUYNH-NHU KHAZAL CHIEF HUMAN RESOURCES OFFICER 37.50 X 137020 0 18924 BRIAN WEAVER CHIEF PROGRAM OFFICER 37.50 X 136918 0 14607 DIANE FENNIMORE VP OF DEVELOPMENT 37.50 X 126616 0 19449 1026656 0 190860 11 0 1 0 ROBERT HALF INTERNATIONAL INC 222 SW COLUMBIA STREET SUITE 110 PORTLAND OR 97201 HUMAN RESOURCE CONSULTING 105882 1 807002 10452296 11259298 CONSULTING FEES 541900 309643 309643 309643 41127 41127 689 -689 -689 -689 11609379 309643 0 40438 106817 106817 190 190 327479 82933 216512 28034 6479874 5750604 353783 375487 583476 463062 91377 29037 1148041 903730 184985 59326 581188 467060 81926 32202 57105 57105 393973 393973 565279 285906 87614 191759 53969 32300 20207 1462 262845 137621 120738 4486 133142 57697 72294 3151 527263 461060 44428 21775 113657 93323 17882 2452 160055 122962 26999 10094 OTHER 106340 69836 35289 1215 11600693 9035101 1805112 760480 6320759 10003014 2588890 2629577 8646986 5335106 291385 51563 222178 117585 935852 613715 165637 322137 18235835 18458982 771300 636169 0 349592 771300 985761 X 7428154 9321600 10036381 8151621 17464535 17473221 18235835 18458982 8686 0 X 0 1 X 1 0 X 17557732 16295850 22205319 10747084 11259298 78065283 17557732 16295850 22205319 10747084 11259298 78065283 34387687 43677596 2241 6897 104 147828 41127 198197 1658 144 5013 7236 14051 78277531 1644181 0.55800 0.54000 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2014 AMOUNT: $ 1,658. 2015 AMOUNT: $ 144. 2016 AMOUNT: $ 5,013. 2017 AMOUNT: $ 7,236. 2018 AMOUNT: $ 0. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 10840213 10840213 692011 173003 0 0 910066 860068 871442 692011 3333587 5000381 8007 8007 227517 215017 217861 173003 833398 1250097 100648 95580 5068 835204 518135 317069 322137 11609379 0 11609379 0 11609379 11600693 0 11600693 0 11600693 1 CLEVELAND STATE UNIVERSITY 2121 EUCLID AVENUE PH218 CLEVELAND OH 44115 340966056 PUBLIC SCHOOL 15000 CMSD FELLOWSHIP PROJECT NORTH CLACKAMAS SCHOOL DISTRICT 12400 SE FREEMAN WAY MILWAUKIE OR 97222 930599524 PUBLIC SCHOOL 5191 STIPENDS FOR SUBSTITUTE TEACHERS 2 PART I, LINE 2: GRANTS ARE AWARDED TO SCHOOLS AND SCHOOL DISTRICTS TO PAY FOR SUBSTITUTE TEACHERS WHEN TEACHERS ATTEND HEALTHY SCHOOLS PROGRAM TRAINING SESSIONS. GRANTS ARE AWARDED TO ORGANIZATIONS TO ASSIST WITH PROFESSIONAL DEVELOPMENT PERTAINING TO TRAINING AND LEADERSHIP WITHIN THE HEALTHY SCHOOLS PROGRAM. GRANTS ARE AWARDED TO ORGANIZATIONS TO IMPLEMENT AFTER SCHOOL PROGRAMS. X 1 1 X X X 0 0 0 0 0 0 0 0 0 DR HOWELL WECHSLER CEO (THRU: 10/1/2018) 200037 0 0 0 0 0 22713 0 22458 0 245208 0 0 0 DIANA MARTIN CHIEF MKTG & DEV. OFFICER 154423 0 0 0 0 0 16957 0 31491 0 202871 0 0 0 ANNE FERREE CHIEF STRATEGY & PRTNRSHIP 158609 0 0 0 0 0 22041 0 10497 0 191147 0 0 0 QUYNH-NHU KHAZAL CHIEF HUMAN RESOURCES OFFICER 137020 0 0 0 0 0 6367 0 12557 0 155944 0 0 0 BRIAN WEAVER CHIEF PROGRAM OFFICER 136918 0 0 0 0 0 14607 0 0 0 151525 0 0 0 PART I, LINE 1A A FITNESS STIPEND IS PROVIDED FOR ALL EMPLOYEES. THE AMOUNT OF THE FITNESS STIPEND IS $300 AND IS PAID ANNUALLY. PART I, LINE 3 DURING THE TAX YEAR, HEALTHIER GENERATION BOARD OF DIRECTORS ENGAGED AN INDEPENDENT COMPENSATION CONSULTANT TO REVIEW COMPARATIVE DATA FOR SIMILAR SIZED NONPROFITS TO ASSESS THE CEO'S COMPENSATION. FORM 990, PART VI, SECTION A, LINE 2 HEALTHIER GENERATION BOARD MEMBERS CHELSEA CLINTON AND BRUCE LINDSEY HAVE A BUSINESS RELATIONSHIP. FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION'S ARTICLES OF INCORPORATIONS PROVIDE FOR TWO MEMBERS: THE AMERICAN HEART ASSOCIATION, INC. AND THE BILL, HILLARY & CHELSEA CLINTON FOUNDATION ("CLINTON FOUNDATION"). FORM 990, PART VI, SECTION A, LINE 7A THERE ARE THREE CLASSES OF DIRECTORS; CLASS A, CLASS B, AND CLASS C, WITH AN EQUAL NUMBER OF DIRECTORS IN EACH CLASS. CLASS A DIRECTORS ARE TO BE APPOINTED BY THE CLINTON FOUNDATION AND CLASS B DIRECTORS ARE TO BE APPOINTED BY THE AMERICAN HEART ASSOCIATION, INC. CLASS C DIRECTORS MAY BE NOMINATED BY ANY MEMBER OF THE BOARD AND ELECTED BY A MAJORITY VOTE OF THE DIRECTORS IN OFFICE. FORM 990, PART VI, SECTION B, LINE 11B THE DRAFT FORM 990 IS PREPARED BY THE ORGANIZATION'S ACCOUNTING FIRM AND REVIEWED BY THE CEO AND TOP FINANCE STAFF. THE FORM 990 DRAFT IS ALSO REVIEWED AND APPROVED BY THE BOARD AUDIT/FINANCE COMMITTEE AND THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 12C BOARD MEMBERS AND SENIOR LEADERSHIP ARE SENT A CONFLICT OF INTEREST CONFIRMATION ONCE A YEAR. THE CONTROLLER AND CFO REVIEW THE CONFIRMATIONS TO IDENTIFY ANY CONFLICTS. FORM 990, PART VI, SECTION B, LINE 15 A SALARY STUDY IS DONE FOR CEO COMPENSATION ANNUALLY IN JANUARY USING COMPARATIVE DATA FOR SIMILAR SIZED NONPROFITS AND PROVIDED TO THE BOARD OF DIRECTORS FOR CEO COMPENSATION. HEALTHIER GENERATION HAS A SALARY STRUCTURE BASED UPON A COMPETITIVE SALARY SURVEY OF SIMILAR JOBS IN THE NONPROFIT INDUSTRY. ALL JOB DESCRIPTIONS ARE EVALUATED AND POSITIONS PLACED WITHIN THE APPROPRIATE GRADE. THE SALARY STRUCTURE IS ADJUSTED EACH YEAR BASED UPON THE NATIONAL AVERAGE INCREASE OF NON-PROFIT SALARIES. UPDATED SALARY SURVEYS ARE OBTAINED AS NEEDED. FORM 990, PART VI, SECTION C, LINE 19 THE FINANCIAL STATEMENTS, CONFLICT OF INTEREST POLICY, AND GOVERNING DOCUMENTS ARE AVAILABLE UPON REQUEST.