PUBLIC HEALTH FOUNDATION INC: Form 990, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- PUBLIC HEALTH FOUNDATION INC (EIN 95-2557063)
- Tax period
- 2017-07-01 to 2018-06-30
- Filed
- 2019-05-14
- IRS object ID
- 201901349349304945
- Schema version
- 2017v2.3
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-05-14T12:32:36-05:00 | ReturnTs |
| Tax Period End | 2018-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 330310569 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HASKELL & WHITE LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 300 SPECTRUM CENTER DR STE 300 | AddressLine1Txt |
| City | IRVINE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92618 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2017-07-01 | 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 ENTERPRISESINC | BusinessNameLine1Txt |
| 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 | 2019-05-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DIANE E WITTENBERG | PreparerPersonNm |
| PTIN | P01969620 | PTIN |
| Phone | 9494506200 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 216.73.111.4 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-05-14 | IPDt |
| IP Tm | 10:32:29 | IPTm |
| IP Timezone | PD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 5B080F4C28A3F832A0921E9DA6839A3572CD5A54 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 6D7510648C41C86CF617460AFBEAAF85574F14DA | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | 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 PKWY N 450 | AddressLine1Txt |
| City | CITY OF INDUSTRY | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91746 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $121,522,190 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | HTTP://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 | 13 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 13 | VotingMembersIndependentCnt |
| Total Employee | 1535 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $17,848 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $97,342,024 | PYContributionsGrantsAmt |
| CY Contributions Grants | $107,843,425 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $2,171,037 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $2,663,697 | CYProgramServiceRevenueAmt |
| PY Investment Income | $0 | PYInvestmentIncomeAmt |
| CY Investment Income | $0 | CYInvestmentIncomeAmt |
| PY Other Revenue | $10,621,932 | PYOtherRevenueAmt |
| CY Other Revenue | $11,015,068 | CYOtherRevenueAmt |
| PY Total Revenue | $110,134,993 | PYTotalRevenueAmt |
| CY Total Revenue | $121,522,190 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $77,707,007 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $81,212,122 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $32,249,279 | PYOtherExpensesAmt |
| CY Other Expenses | $40,001,605 | CYOtherExpensesAmt |
| PY Total Expenses | $109,956,286 | PYTotalExpensesAmt |
| CY Total Expenses | $121,213,727 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $178,707 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $308,463 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $28,296,535 | TotalAssetsBOYAmt |
| Total Assets EOY | $30,991,596 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $21,105,080 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $23,491,678 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $7,191,455 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $7,499,918 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE MISSION OF HELUNA HEALTH IS TO ENABLE POPULATION HEALTH INITIATIVES TO IMPROVE THE OVERALL HEALTH AND WELL-BEING OF OUR COMMUNITIES. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $50,475,908 | ExpenseAmt |
| 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) AND AT NUTRITIONAL RISK. ESTABLISHED IN 1974, THE GOAL OF THE WIC PROGRAM IS TO PREVENT HEALTH PROBLEMS AND 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 FOOD CHECKS FOR NUTRITIOUS FOODS (I.E. LOWER FAT MILK, FRUITS AND VEGETABLES, WHOLE GRAIN CEREALS, EGGS). ABOUT 25% OF THE INDIVIDUALS SERVED ARE WOMEN, 25% ARE INFANTS, AND THE REMAINING 50% ARE CHILDREN AGE ONE TO FIVE.PHFE WIC HAS BEEN PROVIDING HIGH-QUALITY WIC SERVICES IN LOS ANGELES, ORANGE, AND SAN BERNARDINO COUNTIES FOR OVER 40 YEARS. OVER 50 WIC CENTERS ARE STRATEGICALLY LOCATED IN HIGH-DENSITY AREAS OF NEED THROUGHOUT THE THREE COUNTIES SERVING A CURRENT CASELOAD OF APPROXIMATELY 200,000 PARTICIPANTS. PHFE WIC HAS 620 EMPLOYEES, WHICH INCLUDE 160 NUTRITIONISTS, OTHER PROFESSIONALS SUCH AS LACTATION COUNSELORS, AND 400 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 AND ARMENIAN.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 | $15,969,829 | ExpenseAmt |
| Desc | 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 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 300 PROGRAMS, EACH WITH TOTAL EXPENSES INDIVIDUALLY LESS THAN $3.5M. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $14,548,481 | ExpenseAmt |
| Desc | IN PARTNERSHIP WITH THE CALIFORNIA DEPARTMENT OF PUBLIC HEALTH ("CDPH"), HELUNA HEALTH RECEIVES GRANT FUNDS PROVIDED BY THE U.S. CENTERS FOR DISEASE CONTROL TO ENHANCE CAPACITY FOR EPIDEMIOLOGY, LABORATORY AND HEALTH INFORMATION SYSTEMS TO ADDRESS INFECTIOUS DISEASE AND OTHER PUBLIC HEALTH THREATS. THROUGH THIS FUNDING, HELUNA HEALTH PARTNERS WITH CDPH TO BOTH BUILD AND STRENGTHEN PUBLIC HEALTH SYSTEMS RELATED TO COMMUNICABLE DISEASES IN CALIFORNIA. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $29,424,116 | ExpenseAmt |
| Revenue | $2,663,697 | RevenueAmt |
| Desc | BRIDGE HIV IS A LEADER IN HIV PREVENTION RESEARCH, WORKING WITH SAN FRANCISCO BAY AREA COMMUNITIES TO DISCOVER EFFECTIVE PREVENTION STRATEGIES THAT WILL REDUCE THE IMPACT OF HIV GLOBALLY. AS A CLINICAL TRIALS UNIT WITHIN THE SAN FRANCISCO DEPARTMENT OF PUBLIC HEALTH ("SFDPH"), BRIDGE HIV ENGAGES IN COLLABORATIONS THAT INCLUDE STUDIES TO IDENTIFY A SAFE AND EFFECTIVE HIV VACCINE, AS WELL AS OTHER INNOVATIVE BIOMEDICAL HIV PREVENTION STRATEGIES.THE CONTRA COSTA HEALTH, HOUSING AND HOMELESS SERVICE PROGRAM CONSIST OF HOMELESS OUTREACH, COMMUNITY HOUSING MEETING, HOMELESS YOUTH SERVICES, HOMELESS ADULT SERVICES, PERMANENT SUPPORTIVE HOUSING, AND COMMUNITY HOMELESS COURT. IT 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 AND SOCIAL NEEDS. 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. THE 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. ADDITIONALLY, IT WORKS ON THE DEVELOPMENT AND COORDINATION OF COMMUNITY HEALTH EMERGENCY PREPAREDNESS TRAININGS AND COALITION BUILDING FOR THE COUNTY.THE SAN FRANCISCO HOMELESS OUTREACH TEAM (SFHOT) IS A COLLABORATION BETWEEN THE SAN FRANCISCO DEPARTMENT OF PUBLIC HEALTH, THE HUMAN SERVICES AGENCY ("HSA"), 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 PUBLIC HEALTH.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. ANGELS CCFP SERVICES LICENSED DAYCARE PROVIDERS IN THE LOS ANGELES, ORANGE, RIVERSIDE, SAN BERNARDINO AND VENTURA COUNTIES BY OFFERING NUTRITION EDUCATION AND A 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. THE UNITED COUNCIL OF HUMAN SERVICES ("UCHS") IS COMMITTED TO FEEDING THE HUNGRY, CLOTHING PEOPLE IN NEED, AND HELPING HOMELESS AND LOW INCOME INDIVIDUALS AND THEIR FAMILIES RAISE THEIR STANDARD OF LIVING THROUGH SELF-HELP. UCHS, THROUGH ITS OPERATION OF HOPE HOUSE, BAYVIEW HOPE RESOURCE CENTER, MOTHER BROWN'S DINING ROOM, AND BAYVIEW HUNTERS POINT MULTI-SERVICE DROP-IN CENTER, PROVIDES A VAST ARRAY OF SERVICES TO HOMELESS AND LOW INCOME FAMILIES INCLUDING HOUSING, MEALS, AND LIFE SKILLS CLASSES, IN ADDITION TO OTHER RESOURCES.UCHS ALSO HAS A PROGRAM EXCLUSIVELY FOR VETERANS CALLED HOPE HOUSE FOR VETERANS TRANSITIONAL HOUSING GRANT PER DIEM ("GPD") PROGRAM WHICH IS A PROGRAM COMMITTED TO IMPROVING THE LIVES OF VETERANS BY PROVIDING SUPPORTIVE SERVICES IN A RESIDENTIAL ENVIRONMENT. IN ADDITION TO HOUSING, UCHS OFFERS AN ARRAY OF THERAPEUTIC ACTIVITIES DESIGNED TO ENABLE EACH VETERAN TO ADDRESS MAJOR ISSUES THAT HAVE CAUSED OR CONTRIBUTED TO THEIR PRESENT SITUATION. THE MAXIMUM STAY IS 24 MONTHS AND THROUGHOUT THEIR STAY, CLIENTS ARE EXPECTED TO LIVE IN A CLEAN AND SOBER ENVIRONMENT WITH THE ASSISTANCE OF CASE MANAGERS.THE CALIFORNIA EMERGING INFECTIONS PROGRAM (CEIP) IS ONE OF TEN EIP SITES FUNDED BY THE U.S. CENTERS FOR DISEASE CONTROL AND PREVENTION ("CDC"). 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 WHICH IS A COLLABORATION BETWEEN 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. AS THE SPONSOR OF THIS COLLABORATION, HELUNA HEALTH PROVIDES PUBLIC HEALTH AND ADMINISTRATIVE SUPPORT. 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. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $29,424,116 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Revenue | $2,663,697 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $110,418,334 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | 0 | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | 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 |
| Temp Or Permanent Endowments | 0 | TempOrPermanentEndowmentsInd |
| 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 | 0 | 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 With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | 0 | 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 | 286 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 1535 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| 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 |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 13 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 13 | 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
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BRIAN GIESELER CFO | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5622227894 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 13300 CROSSROADS PWY N NO 450 | AddressLine1Txt |
| City | CITY OF INDUSTRY | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91746 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (24 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| ERIK RAMANATHAN | |||||||
| CHAIRMAN, COMMITTEE CHAIR | 10.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| DELVECCHIO FINLEY | |||||||
| VICE CHAIRMAN, COMMITTEE CHAIR | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| ROBERT JENKS | |||||||
| TREASURER, COMMITTEE CHAIR | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| TAMARA JOSEPH | |||||||
| SECRETARY, COMMITTEE CHAIR | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| ALEX BAKER | |||||||
| BOARD MEMBER | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| EDWARD YIP | |||||||
| BOARD MEMBER, COMMITTEE CHAIR | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| JEAN O'CONNOR | |||||||
| BOARD MEMBER, COMMITTEE CHAIR | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| CARLADENISE EDWARDS | |||||||
| BOARD MEMBER | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| CLARENCE LAM | |||||||
| BOARD MEMBER | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| GEORGIA CASCIATO | |||||||
| 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 | ||
| AMY KIRCHER UNTIL 72017 | |||||||
| BOARD MEMBER | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| JEFFREY BENSON UNTIL 72017 | |||||||
| BOARD MEMBER | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| SANTOSH VETTICADEN | |||||||
| BOARD MEMBER | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| TIMOTHY SEIFERT | |||||||
| HR OFFICER | 40.00 | Yes (X) | $210,492 | $0 | $21,272 | ||
| BLAYNE CUTLER | |||||||
| PRESIDENT & CEO | 40.00 | Yes (X) | $372,628 | $0 | $24,723 | ||
| BRIAN GIESELER | |||||||
| CFO | 40.00 | Yes (X) | $178,347 | $0 | $4,617 | ||
| PETER DALE | |||||||
| CHIEF PROGRAM OFFICER | 40.00 | Yes (X) | $163,270 | $0 | $17,064 | ||
| KIRAN SALUJA | |||||||
| EXECUTIVE DIRECTOR - WIC PROGRAM | 40.00 | $165,656 | $0 | $16,971 | Yes (X) | ||
| MICHAEL WHALEY | |||||||
| IT DIRECTOR - WIC PROGRAM | 40.00 | $149,181 | $0 | $15,877 | Yes (X) | ||
| KEVIN TRAN | |||||||
| CONTROLLER | 40.00 | $179,290 | $0 | $14,721 | Yes (X) | ||
| JOSEPH MANGARAPU SELVARAJ | |||||||
| IT DIRECTOR | 40.00 | $147,092 | $0 | $16,032 | Yes (X) | ||
| PATRICIA SPENCER UNTIL 112017 | |||||||
| DIRECTOR OF NEW BUSINESS DEVELOPMENT | 40.00 | $163,349 | $0 | $14,740 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,729,305 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $146,017 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 9 | 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 |
|---|---|---|---|---|---|
| RR AND C DEVELOPMENT CO | |||||
| 13191 CROSSROADS PKWY NORTH 6TH FL | CITY OF INDUSTRY | CA | 91746 | RENT | $747,394 |
| DAVIS RESEARCH LLC | |||||
| 23801 CALABASAS RD STE 1036 | CALABASAS | CA | 91302 | CONSULTANT SERVICES | $330,000 |
| TNREF III PLAZA 360 LLC | |||||
| PO BOX 25083 | SANTA ANA | CA | 92799 | RENT | $198,697 |
| FOLEY AND LARDNER LLP | |||||
| 555 S FLOWER ST STE 3500 | LOS ANGELES | CA | 90071 | LEGAL SERVICES | $185,808 |
| ALEVY FAMILY TRUST C V LLC | |||||
| 520 W WILLOW ST | LONG BEACH | CA | 90806 | RENT | $158,067 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 19 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $107,843,425 | GovernmentGrantsAmt |
| Total Contributions | $107,843,425 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PRIVATE CONTRACTS | Desc |
| Business | 624100 | BusinessCd |
| Total Revenue Column | $2,663,697 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $2,663,697 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $2,663,697 | TotalProgramServiceRevenueAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| MANAGEMENT FEES | 624100 | $10,991,229 | $10,991,229 |
| OTHER INCOME | 624100 | $23,839 | $23,839 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $11,015,068 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $121,522,190 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $13,678,765 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $992,413 | TotalAmt |
| Management And General | $992,413 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $58,464,014 | TotalAmt |
| Program Services | $53,874,875 | ProgramServicesAmt |
| Management And General | $4,589,139 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,632,067 | TotalAmt |
| Program Services | $15,328,422 | ProgramServicesAmt |
| Management And General | $1,303,645 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,123,628 | TotalAmt |
| Program Services | $4,699,433 | ProgramServicesAmt |
| Management And General | $424,195 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,002,793 | TotalAmt |
| Program Services | $17,435,995 | ProgramServicesAmt |
| Management And General | $566,798 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,238,006 | TotalAmt |
| Program Services | $1,220,614 | ProgramServicesAmt |
| Management And General | $17,392 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,116,239 | TotalAmt |
| Program Services | $5,863,975 | ProgramServicesAmt |
| Management And General | $252,264 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,830,085 | TotalAmt |
| Program Services | $1,076,259 | ProgramServicesAmt |
| Management And General | $753,826 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,453,636 | TotalAmt |
| Program Services | $7,647,305 | ProgramServicesAmt |
| Management And General | $806,331 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,578,239 | TotalAmt |
| Program Services | $1,388,276 | ProgramServicesAmt |
| Management And General | $189,963 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $578,052 | TotalAmt |
| Program Services | $507,794 | ProgramServicesAmt |
| Management And General | $70,258 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $47 | TotalAmt |
| Management And General | $47 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,031,889 | TotalAmt |
| Program Services | $761,636 | ProgramServicesAmt |
| Management And General | $270,253 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $626,553 | TotalAmt |
| Program Services | $203,708 | ProgramServicesAmt |
| Management And General | $422,845 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (2 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| EQUIPMENT RENTAL & MAIN | $433,568 | $338,387 | $95,181 |
| MEMBERSHIP & SUBSCRIPTI | $112,498 | $71,655 | $40,843 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $121,213,727 | TotalAmt |
| Program Services | $110,418,334 | ProgramServicesAmt |
| Management And General | $10,795,393 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,613,875 | BOYAmt |
| EOY | $7,148,524 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,866,491 | BOYAmt |
| EOY | $18,182,189 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,092,391 | BOYAmt |
| EOY | $2,202,468 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $10,049,826 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $6,591,411 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,723,778 | BOYAmt |
| EOY | $3,458,415 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $28,296,535 | BOYAmt |
| EOY | $30,991,596 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,218,176 | BOYAmt |
| EOY | $8,659,285 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $174,026 | BOYAmt |
| EOY | $377,073 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,116,231 | BOYAmt |
| EOY | $3,666,566 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,596,647 | BOYAmt |
| EOY | $10,788,754 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,105,080 | BOYAmt |
| EOY | $23,491,678 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,191,455 | BOYAmt |
| EOY | $7,499,918 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,191,455 | BOYAmt |
| EOY | $7,499,918 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $28,296,535 | BOYAmt |
| EOY | $30,991,596 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $308,463 | ReconcilationRevenueExpnssAmt |
| 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 | $87,960,983 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $87,289,147 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $93,692,293 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $97,342,024 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $107,843,425 | CurrentTaxYearAmt |
| Total | $474,127,872 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $87,960,983 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $87,289,147 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $93,692,293 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $97,342,024 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $107,843,425 | CurrentTaxYearAmt |
| Total | $474,127,872 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $474,127,872 | PublicSupportTotal170Amt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $7,876,546 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $8,630,206 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $9,691,305 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $10,621,932 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $11,015,068 | CurrentTaxYearAmt |
| Total | $47,835,057 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $521,962,929 | TotalSupportAmt |
| Public Support CY170 | 0.90840 | PublicSupportCY170Pct |
| Public Support PY170 | 0.91020 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
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 | $726,689 | OtherCostOrOtherBasisAmt |
| Depreciation | $472,896 | DepreciationAmt |
| Book Value | $253,793 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $9,323,137 | OtherCostOrOtherBasisAmt |
| Depreciation | $6,118,515 | DepreciationAmt |
| Book Value | $3,204,622 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $3,458,415 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (4 entries)
| DescDesc | AmtAmt |
|---|---|
| ACCRUED P/R AND RELATED LIAB | $6,045,865 |
| REFUNDABLE ADVANCE | $1,547,615 |
| DEFERRED RENT | $304,942 |
| ACCOUNTABILITY FOR PROG EQUIP | $2,890,332 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $10,788,754 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $121,522,190 | TotalRevEtcAuditedFinclStmtAmt |
| Revenue Not Reported | $0 | RevenueNotReportedAmt |
| Revenue Subtotal | $121,522,190 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $121,522,190 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $121,213,727 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $121,213,727 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $121,213,727 | 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 SERVICE PROVIDERS/DOCTORS FOR PARTICULAR PROJECTS FOR A FEE; THE GRANTS/CONTRACTS ARE NOT COST REIMBURSEMENTS. HELUNA HEALTH IS RESPONSIBLE FOR SERVICING THE GRANTS/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 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 CHARGES/EARNS AN ADMINISTRATIVE FEE. |
| PART X, LINE 2: | HELUNA HEALTH EVALUATES UNCERTAINTY IN INCOME TAXES FOR TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN THE COURSE OF PREPARING THE ORGANIZATION'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. HELUNA HEALTH HAD NO UNCERTAIN TAX POSITIONS THAT WERE CONSIDERED MORE-LIKELY-THAN-NOT OF BEING SUSTAINED BY APPLICABLE TAX AUTHORITIES AS OF JUNE 30, 2018. |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp (5 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|---|
| BRAZIL | 0 | 1 | PROGRAM SERVICES | HIV RELATED RESEARCH AND EVALUATION SERVICES | $112,069 |
| PORTUGAL | 0 | 1 | PROGRAM SERVICES | WEB DEVELOPMENT SERVICES | $21,969 |
| CHINA | 0 | 1 | PROGRAM SERVICES | HIV RELATED RESEARCH AND EVALUATION SERVICES | $19,346 |
| CANADA | 0 | 1 | PROGRAM SERVICES | ANYLOGIC DYNAMIC MODEL RECONCILIATION, MODIFICATION, TESTING AND SIMULATION | $6,000 |
| AUSTRALIA | 0 | 1 | PROGRAM SERVICES | APP FEATURE DEVELOPMENT | $3,234 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 5 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 5 | TotalEmployeeCnt |
| Subtotal Spent | $162,618 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $162,618 | 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 |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | Yes (1) | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| TIMOTHY SEIFERT | ||||||||||||||
| HR OFFICER | $195,297 | $0 | $15,195 | $0 | $0 | $0 | $12,749 | $0 | $8,523 | $0 | $231,764 | $0 | $0 | $0 |
| BLAYNE CUTLER | ||||||||||||||
| PRESIDENT & CEO | $287,578 | $0 | $85,050 | $0 | $0 | $0 | $16,200 | $0 | $8,523 | $0 | $397,351 | $0 | $0 | $0 |
| BRIAN GIESELER | ||||||||||||||
| CFO | $133,879 | $0 | $44,468 | $0 | $0 | $0 | $0 | $0 | $4,617 | $0 | $182,964 | $0 | $0 | $0 |
| PETER DALE | ||||||||||||||
| CHIEF PROGRAM OFFICER | $143,759 | $0 | $19,511 | $0 | $0 | $0 | $10,213 | $0 | $6,851 | $0 | $180,334 | $0 | $0 | $0 |
| KIRAN SALUJA | ||||||||||||||
| EXECUTIVE DIRECTOR - WIC PROGRAM | $162,428 | $0 | $3,228 | $0 | $0 | $0 | $10,121 | $0 | $6,850 | $0 | $182,627 | $0 | $0 | $0 |
| MICHAEL WHALEY | ||||||||||||||
| IT DIRECTOR - WIC PROGRAM | $149,181 | $0 | $0 | $0 | $0 | $0 | $9,026 | $0 | $6,851 | $0 | $165,058 | $0 | $0 | $0 |
| KEVIN TRAN | ||||||||||||||
| CONTROLLER | $169,921 | $0 | $9,369 | $0 | $0 | $0 | $6,198 | $0 | $8,523 | $0 | $194,011 | $0 | $0 | $0 |
| JOSEPH MANGARAPU SELVARAJ | ||||||||||||||
| IT DIRECTOR | $135,667 | $0 | $11,425 | $0 | $0 | $0 | $9,181 | $0 | $6,851 | $0 | $163,124 | $0 | $0 | $0 |
| PATRICIA SPENCER UNTIL 112017 | ||||||||||||||
| DIRECTOR OF NEW BUSINESS DEVELOPMENT | $126,499 | $0 | $2,086 | $0 | $34,764 | $0 | $8,179 | $0 | $6,561 | $0 | $178,089 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE J, PART II | FormAndLineReferenceDesc |
| Explanation | PATRICIA SPENCER RECEIVED SEVERANCE PAYMENTS OF $34,764. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | REVIEWED AND APPROVED BY BOARD-APPOINTED AUDIT COMMITTEE WITH COPIES OF THE FORM 990 PROVIDED TO ALL THE BOARD MEMBERS. |
| FORM 990, PART VI, SECTION B, LINE 12C | 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 ON AN ON-GOING BASIS. |
| FORM 990, PART VI, SECTION B, LINE 15A | COMPENSATION REVIEWED IN RELATIONSHIP TO MARKET AND SUBJECT TO VOTE BY FULL BOARD. |
| FORM 990, PART VI, SECTION C, LINE 19 | AUDITED FINANCIAL STATEMENTS, ARTICLES OF INCORPORATION, 501(C)(3) DETERMINATION LETTER, ANNUAL REPORT, CONFLICT OF INTEREST POLICY AND FORMS 990 ARE POSTED ON THE ORGANIZATION'S WEBSITE (WWW.HELUNAHEALTH.ORG). OTHER MATERIALS ARE AVAILABLE UPON REQUEST. |
| FORM 990, PART IX, LINE 11G | CONSULTANTS & OTHER: PROGRAM SERVICE EXPENSES 17,435,995. MANAGEMENT AND GENERAL EXPENSES 566,798. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 18,002,793. |
| FORM 990, PART XII, LINE 2C: | THE FINANCIAL STATEMENT AND REPORTING PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. |
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