2017-11-09T14:39:41-06:00 2017-06-30 GARY MCGEE & CO LLP 808 SW THIRD AVENUE SUITE 700 PORTLAND OR 97204 990 2016-07-01 272028308 ALLIANCE FOR A HEALTHIER GENERATION ALLI 5039725829 2525 SW FIRST AVENUE NO 120 PORTLAND OR 97201 DENISE DEVENNY CHIEF FINANCIAL OFFICER 5039725829 2017-11-07 YEE LEE MCGEE P01294356 5032222515 96.95.137.101 2017-11-07 13:46:28 PS P 0C61538A43B04EB5F04CC6CEFAEE94DA3809B5B6 0C61538A43B04EB5F04CC6CEFAEE94DA3809B5B6 2016 2021-01-29 14:40:06Z DR HOWELL WECHSLER 2525 SW FIRST AVENUE NO 120 PORTLAND OR 97201 22656981 0 X HEALTHIERGENERATION.ORG X 2010 AR THE ALLIANCE FOR A HEALTHIER GENERATION WORKS TO ADDRESS ONE OF THE NATION'S LEADING PUBLIC HEALTH THREATS - CHILDHOOD OBESITY. THE GOAL OF THE ALLIANCE IS TO REDUCE THE NATIONWIDE PREVALENCE OF CHILDHOOD OBESITY AND TO EMPOWER KIDS TO MAKE HEALTHY LIFESTYLE CHOICES. THE ALLIANCE WORKS TO POSITIVELY AFFECT THE PLACES THAT CAN MAKE A DIFFERENCE TO A CHILD'S HEALTH: HOMES, SCHOOLS, DOCTORS' OFFICES, AND COMMUNITIES. TO LEARN MORE ABOUT THE ALLIANCE, VISIT WWW.HEALTHIERGENERATION.ORG. 11 11 138 11 0 0 16295850 22205319 73880 446545 6897 104 144 5013 16376771 22656981 122361 44736 0 0 10456572 11221399 177353 0 847277 5331154 3782496 16087440 15048631 289331 7608350 17665262 22364016 3906747 997151 13758515 21366865 TO REDUCE THE NATIONWIDE PREVALENCE OF CHILDHOOD OBESITY AND TO EMPOWER KIDS TO MAKE HEALTHY LIFESTYLE CHOICES. 0 0 9118111 44736 296545 HEALTHY SCHOOLS PROGRAM - THE ALLIANCE'S HEALTHY SCHOOLS PROGRAM HELPS TO CREATE AND SUSTAIN HEALTHY SCHOOL ENVIRONMENTS WHERE STUDENTS, ESPECIALLY THOSE IN GREATEST NEED, CAN LEARN MORE AND FLOURISH. THE HEALTHY SCHOOLS PROGRAM HAS WORKED WITH MORE THAN 35,000 SCHOOLS, REACHING MORE THAN 20 MILLION STUDENTS, IN ALL 50 STATES, THE DISTRICT OF COLUMBIA AND PUERTO RICO. 1978492 HEALTHY OUT-OF-SCHOOL TIME INITIATIVE - THE ALLIANCE'S HEALTHY OUT-OF-SCHOOL TIME INITIATIVE PROVIDES OUT-OF-SCHOOL TIME PROGRAMS ACROSS THE COUNTRY WITH EVIDENCE-BASED PROFESSIONAL DEVELOPMENT AND THE PROCESSES, TOOLS AND RESOURCES NEEDED TO INCREASE CHILDREN'S ACCESS TO HEALTHIER FOODS AND PHYSICAL ACTIVITY. 957877 50000 STRATEGIC ALLIANCES INITIATIVE - THE ALLIANCE SERVES AS A CATALYST FOR CORPORATIONS TO BECOME PART OF THE CHILDHOOD OBESITY SOLUTION BY WORKING WITH COMPANIES TO IMPROVE THEIR INDIVIDUAL AND INDUSTRY-WIDE BUSINESS PRACTICES TO MORE POSITIVELY IMPACT OUR YOUTH. THE ALLIANCE COLLABORATES WITH COMPANIES LARGE AND SMALL TO PROVIDE HEALTHIER FOOD AND BEVERAGE CHOICES FOR MILLIONS OF CHILDREN ACROSS THE NATION. IN ADDITION, TO CREATE A SUSTAINABLE SYSTEM FOR HEALTH, THE HEALTHIER GENERATION BENEFIT WAS DESIGNED TO GET CHILDREN THE PREVENTIVE GUIDANCE AND TREATMENT THEY NEED TO LIVE HEALTHILY. TO DATE, MORE THAN 56,000 PROVIDERS ARE OFFERING THE HEALTHIER GENERATION BENEFIT TO MORE THAN 2.9 MILLION CHILDREN NATIONWIDE. 12054480 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 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 39 0 138 1 0 0 0 0 0 0 0 0 0 0 X 11 11 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 DENISE DEVENNY 2023788955 2525 SW FIRST AVENUE SUITE 120 PORTLAND OR 97201 WILLIAM J BRYANT CHAIR 1.00 X X 0 0 0 NANCY BROWN MEMBER 0.50 X 0 0 0 CHELSEA CLINTON MEMBER 0.50 X 0 0 0 MARY BETH DONAHUE MEMBER 0.50 X 0 0 0 DR DAVID FAXON MEMBER 0.50 X 0 0 0 DAVID JOSSERAND MEMBER 0.50 X 0 0 0 BRUCE LINDSEY MEMBER 0.50 X 0 0 0 ANGELA MOSKOW MEMBER 0.50 X 0 0 0 WENDELL PIERCE 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 37.50 X 219662 0 44152 DENISE DEVENNY CFO 37.50 X 0 0 0 DIANA MARTIN CHIEF MKTG & DEV. OFFICER 37.50 X 140962 0 36318 ANNE FERREE CHIEF STRATEGY & PRTNRSHIP 37.50 X 131920 0 23495 BRIAN WEAVER CHIEF PROGRAM OFFICER 37.50 X 128396 0 13455 DIANE FENNIMORE VP OF DEVELOPMENT 37.50 X 121125 0 10281 SARAH HUSTOLES DIRECTOR TECHNOLOGY & NEW MEDIA 37.50 X 112226 0 27782 JULIE SATTERWHITE FORMER CFO/COO (THRU MARCH 7, 2016) 0.00 X 188825 0 18117 1043116 0 173600 7 1 1 0 WESTAT INC 1600 RESEARCH BOULEVARD ROCKVILLE MD 20850 PROGRAM EVALUATION 445079 CLOCKWORK ACTIVE MEDIA SYSTEMS LLC 1501 E HENNEPIN AVENUE MINNEAPOLIS MN 55414 TECHNOLOGY 199250 ROBERT HALF MANAGEMENT RESOURCES PO BOX 743295 LOS ANGELES CA 90074 ACCOUNTING MANAGEMENT 151243 ORR ASSOCIATES INC 2801 M STREET NW WASHINGTON DC 20006 STRATEGIC PLANNING 149200 COMMUNITY WEALTH PARTNERS 1825 K STREET NW SUITE 1000 WASHINGTON DC 20006 STRATEGIC PLANNING 141393 7 744091 21461228 22205319 CONSULTING FEES 541900 332245 332245 PROGRAM EVENT SPONSORSHIPS 541800 114300 14300 100000 446545 104 104 OTHER INCOME 900099 5013 5013 5013 22656981 346545 0 105117 35936 35936 8800 8800 373379 191718 131241 50420 8237885 6789317 954332 494236 717279 604124 74339 38816 1176800 987127 124219 65454 716056 595727 78805 41524 48397 48397 24499 24499 1054557 786528 207044 60985 173217 114572 47145 11500 245608 116347 128811 450 285449 134823 142487 8139 945657 842047 70027 33583 343618 321631 16920 5067 511122 424259 57818 29045 OTHER 150372 101524 40790 8058 15048631 12054480 2146874 847277 7641593 8548453 2574022 2574517 6453173 10622103 10225 74000 242081 120719 2828012 2403788 744168 424224 17665262 22364016 1360576 997151 2546171 0 3906747 997151 X 6903765 6994693 6854750 14372172 13758515 21366865 17665262 22364016 7608350 0 X 0 1 X 1 0 X 15978396 15892437 17557732 16295850 22205319 87929734 15978396 15892437 17557732 16295850 22205319 87929734 44438951 43490783 402 863 2241 6897 104 10507 36420 1658 144 5013 43235 87983476 1256683 0.49430 0.52300 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2012 AMOUNT: $ 36,420. 2014 AMOUNT: $ 1,658. 2015 AMOUNT: $ 144. 2016 AMOUNT: $ 5,013. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 14201354 14201354 860068 215017 0 0 910066 860068 1770134 2655201 8007 8007 227517 215017 442534 663801 89110 40208 48902 2738902 2363580 375322 424224 23094677 437696 437696 22656981 0 22656981 15486327 437696 437696 15048631 0 15048631 1 ALVORD UNIFIED SCHOOL DISTRICT 9 KPC PARKWAY CORONA CA 92879 911794390 PUBLIC SCHOOL 6372 STIPENDS FOR SUBSTITUTE TEACHERS 1 LEADERSHIP PROGRAM AWARD 1 8800 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 INDIVIDUALS TO ASSIST WITH PROFESSIONAL DEVELOPMENT PERTAINING TO TRAINING AND LEADERSHIP WITHIN THE HEALTHY SCHOOLS PROGRAM. X 1 1 X X X 1 0 0 0 0 0 0 0 0 DR HOWELL WECHSLER CEO 219662 0 0 0 0 0 22527 0 21625 0 263814 0 0 0 DIANA MARTIN CHIEF MKTG & DEV. OFFICER 140962 0 0 0 0 0 15110 0 21208 0 177280 0 0 0 ANNE FERREE CHIEF STRATEGY & PRTNRSHIP 131920 0 0 0 0 0 15606 0 7889 0 155415 0 0 0 JULIE SATTERWHITE FORMER CFO/COO (THRU MARCH 7, 2016) 44625 0 0 0 144200 0 5300 0 12817 0 206942 0 144200 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, THE ALLIANCE BOARD OF DIRECTORS ENGAGED AN INDEPENDENT COMPENSATION CONSULTANT TO REVIEW COMPARATIVE DATA FOR SIMILAR SIZED NONPROFITS TO ASSESS THE CEO'S COMPENSATION. PART I, LINE 4A JULIE SATTERWHITE, CFO/COO THROUGH MARCH 7, 2016, WAS AWARDED SEVERANCE PAYMENTS TOTALING $216,300 PAYABLE OVER 24 PAYMENTS. AT JUNE 30, 2017, NO SEVERANCE PAYMENTS REMAIN. THE ALLIANCE ALSO AGREED TO PROVIDE COBRA CONTINUATION COVERAGE AT THE ALLIANCE'S EXPENSE UNTIL SHE OBTAINS COVERAGE UNDER ANOTHER HEALTH INSURANCE PLAN OR MARCH 31, 2017, WHICHEVER OCCURS FIRST. FORM 990, PART VI, SECTION A, LINE 2 ALLIANCE 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 AND THE 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. 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. THE ALLIANCE 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 FINANCIAL STATEMENTS ARE AVAILABLE ON THE ALLIANCE'S WEBSITE AND ON GUIDESTAR. CONFLICT OF INTEREST POLICY IS AVAILABLE ON GUIDESTAR AND GOVERNING DOCUMENTS ARE AVAILABLE UPON REQUEST.