2016-03-29T14:22:29-05:00 2015-06-30 330310569 HASKELL & WHITE LLP 300 SPECTRUM CENTER DR STE 300 IRVINE CA 92618 990 2014-07-01 952557063 PUBLIC HEALTH FOUNDATION ENTERPRISESINC PUBL 5622227894 12801 CROSSROADS PKWY SOUTH NO 200 CITY OF INDUSTRY CA 91746 BLAYNE CUTLER CEO 5622227894 2016-03-24 1 DAN O'CONNOR P00334121 9494506200 2014 2016-08-17 19:52:53Z BLAYNE CUTLER 12801 CROSSROADS PARKWAY CITY OF INDUSTRY CA 91746 98188175 0 X HTTP://WWW.PHFE.ORG X 1968 CA PHFE ENABLES POPULATION HEALTH PROGRAMS TO IMPROVE THE OVERALL WELL BEING OF OUR COMMUNITIES. 15 15 1401 0 0 0 87960983 87289147 1725021 2268822 0 0 7876546 8630206 97562550 98188175 0 0 0 0 65008866 67013756 0 0 0 31859437 30609483 96868303 97623239 694247 564936 21317602 22589736 15479892 16187090 5837710 6402646 X PHFE ENABLES POPULATION HEALTH PROGRAMS TO IMPROVE THE OVERALL WELL BEING OF OUR COMMUNITIES. 0 0 47952678 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 LOW 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). APPROXIMATELY 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 COUNTY FOR OVER 35 YEARS AND ORANGE COUNTY FOR 17 YEARS AND HAS RECENTLY EXPANDED TO PROVIDE SERVICES IN SAN BERNARDINO COUNTY. OVER FIFTY THREE WIC CENTERS ARE STRATEGICALLY LOCATED IN HIGH-DENSITY AREAS OF NEED THROUGHOUT THE THREE COUNTIES SERVING A CURRENT CASELOAD OF OVER 270,000 PARTICIPANTS EACH MONTH. APPROXIMATELY 200 NUTRITIONISTS AND 450 PARAPROFESSIONALS PROVIDE 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. 32431779 PUBLIC HEALTH FOUNDATION ENTERPRISES IS A NOT-FOR-PROFIT 501(C)(3) AGENCY DEDICATED TO IMPROVING THE HEALTH AND WELL-BEING OF COMMUNITIES. PHFE PROVIDES ACADEMIC RESEARCHERS, GOVERNMENT AGENCIES, FOUNDATIONS AND PRIVATE SPONSORS 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 AND DIRECT PUBLIC HEALTH PROGRAM LEADERSHIP. PHFE PROVIDED SUCH SERVICES TO OVER 190 PROGRAMS, EACH WITH TOTAL EXPENSES INDIVIDUALLY LESS THAN $2.5M. 4733476 ANGELS CHILD CARE FOOD PROGRAM (CCFP) EDUCATES AND TRAINS LICENSED DAY CARE PROVIDERS TO PROVIDE HEALTHY NUTRITIOUS MEALS THAT PROMOTE LIFELONG 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 MONITORING 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. ANGELS CHILD FOOD PROGRAM PROVIDES ADMINISTRATIVE OVERSIGHT FOR THE OPERATIONS OF THE CHILD AND ADULT CARE FOOD PROGRAM. REIMBURSEMENT IS PROVIDED FOR MEALS SERVED TO ENROLLED PARTICIPANTS OR CHILD CARE PROVIDERS. 4054448 2268822 PHFE'S ALLERGY AND INFECTIOUS DISEASE RESEARCH PROGRAMS WORK TO ADVANCE TREATMENT AND PREVENTION THROUGH SCIENTIFIC LEADERSHIP IN CLINICAL TRIALS, RESEARCH TO DEVELOP OPTIMAL HIV PREVENTION PACKAGES FOR FUTURE CLINICAL STUDIES, AND IMPLEMENT HOME HIV TESTING TO INCREASE RATES OF HIV TESTING AMONG HIGH-RISKS GROUPS, ULTIMATELY TO BREAK THE CYCLE OF TRANSMISSION WITHIN THESE POPULATIONS. 4054448 2268822 89172381 1 0 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 230 0 1 1401 1 0 0 0 0 0 0 0 0 0 0 0 X 15 15 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 CA X MARGARITA BUITRAGO 5622227894 12801 CROSSROADS PKWY SOUTH STE 200 CITY OF INDUSTRY CA 91746 ERIK RAMANATHAN CHAIR 10.00 X 0 0 0 TAMARA JOSEPH VICE CHAIR 10.00 X 0 0 0 ROBERT JENKS TREASURER 10.00 X 0 0 0 DELVECCHIO FINLEY SECRETARY 10.00 X 0 0 0 BRUCE LAI IMMEDIATE PAST CHAIR 10.00 X 0 0 0 EDWARD YIP BOARD MEMBER 10.00 X 0 0 0 JEAN O' CONNOR BOARD MEMBER 10.00 X 0 0 0 MICHAEL S ASCHER BOARD MEMBER 10.00 X 0 0 0 PATRICK M LIBBEY BOARD MEMBER 10.00 X 0 0 0 PETER D JACOBSON BOARD MEMBER 10.00 X 0 0 0 SCOTT FILER BOARD MEMBER 10.00 X 0 0 0 SUSAN DE SANTI BOARD MEMBER 10.00 X 0 0 0 TERI A BURLEY BOARD MEMBER 10.00 X 0 0 0 AMY KIRCHER BOARD MEMBER 10.00 X 0 0 0 JEFFREY BENSON BOARD MEMBER 10.00 X 0 0 0 MARGARITA BUITRAGO CFO/CHIEF OPERATING OFFICER 40.00 X 233120 0 21332 BLAYNE CUTLER CEO 40.00 X 228530 0 4039 PETER DALE DIRECTOR, CONTRACTS & GRANTS 40.00 X 129601 0 14258 NANCY KINDELAN CHIEF EXECUTIVE OFFICER 40.00 X 178188 0 10691 MARTIN SOTO PROJECT MANAGER 40.00 X 125424 0 12737 KIRAN SALUJA EXECUTIVE DIRECTOR - WIC PROGRAM 40.00 X 140877 0 10381 JOSEPH ROVIROSA CONTROLLER 40.00 X 131935 0 14809 MICHAEL WHALEY IT DIRECTOR - WIC PROGRAM 40.00 X 135916 0 15942 ANNE KENNEDY SENIOR NUTRITIONIST - WIC PROGRAM 40.00 X 104724 0 13462 1408315 0 117651 13 0 1 0 DARE GLOBAL INNOVATIONSLLC 260 PEACH TREE ST ATLANTA GA 30303 HIV RESEARCH 713142 RR & C CROSSROADS NO 2LLC 13191 CROSSROADS PKWY N LA PUENTE CA 91746 RENT 595071 STRATEGIC SOLUTIONS GROUP LLC 555 AMORY STREET JAMAICA PLAIN MA 02130 RESEARCH 585998 BREENTERPRISE PARENT II LLC PO BOX 101257 PASADENA CA 91189 RENT 538768 WHITMAN WALKER CLINIC INC 1327 14TH STREET NW WASHINGTON DC 20005 HIV CLINICAL TRIALS 278671 15 87289147 87289147 PRIVATE CONTRACTS 624100 2268822 2268822 2268822 MANAGEMENT FEES 624100 8610357 8610357 OTHER INCOME 624100 19849 19849 8630206 98188175 10899028 0 0 X 819760 819760 50796098 48142754 2653344 10971175 10255643 715532 4426723 4038682 388041 15294060 13945830 1348230 1326949 1324013 2936 3625662 3398099 227563 1392744 728811 663933 5547243 4926523 620720 1283111 1135927 147184 689916 610198 79718 16401 583 15818 721821 345476 376345 438936 138715 300221 EQUIPMENT RENTAL & MAIN 156928 121254 35674 MEMBERSHIP & SUBSCRIPTI 115712 59873 55839 97623239 89172381 8450858 0 4822594 5401430 13725999 13625121 1209768 1035860 5924719 3397394 1559241 2527325 21317602 22589736 5355132 4769881 1852517 2121543 119100 83940 8153143 9211726 15479892 16187090 X 5837710 6402646 5837710 6402646 21317602 22589736 564936 0 X X 0 1 X 1 1 1 X 120802948 97880502 88293311 87960983 87289147 482226891 120802948 97880502 88293311 87960983 87289147 482226891 482226891 9354776 8279446 8044950 7876546 8630206 42185924 524412815 0.91960 0.92190 X 374990 340071 34919 5549729 3057323 2492406 2527325 OBLIGATION FOR CAPITAL LEASE 174932 ACCRUED P/R AND RELATED LIAB 5157957 REFUNDABLE ADVANCE 2047035 DEFERRED RENT 323056 ACCOUNTABILITY FOR PROG EQUIP 1508746 9211726 X 98188175 0 98188175 0 98188175 97623239 0 97623239 0 97623239 PART X, LINE 2: PHFE 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 NOT 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. PHFE HAD NO UNCERTAIN TAX POSITIONS THAT WERE NOT CONSIDERED MORE-LIKELY-THAN-NOT OF BEING SUSTAINED BY APPLICABLE TAX AUTHORITIES AS OF JUNE 30, 2015. X X X X 0 0 0 0 0 0 0 0 0 MARGARITA BUITRAGO CFO/CHIEF OPERATING OFFICER 233120 0 0 0 0 0 15083 0 6249 0 254452 0 0 0 BLAYNE CUTLER CEO 228530 0 0 0 0 0 0 0 4039 0 232569 0 0 0 NANCY KINDELAN CHIEF EXECUTIVE OFFICER 178188 0 0 0 0 0 10691 0 0 0 188879 0 0 0 KIRAN SALUJA EXECUTIVE DIRECTOR - WIC PROGRAM 140877 0 0 0 0 0 10150 0 231 0 151258 0 0 0 MICHAEL WHALEY IT DIRECTOR - WIC PROGRAM 135916 0 0 0 0 0 9598 0 6344 0 151858 0 0 0 NANCY KINDELAN FORMER OFFICER, CEO 67067 CONSULTING AGREEMENT TO SUPPORT IMPLEMENTATION OF SAN FRANCISCO HOMELESS OUTREACH TEAM (SFHOT) CONTRACT AND OTHER CONSULTING MANAGEMENT AS NEEDED. 0 SCHEDULE L PART IV FORM 990, PART VI, SECTION A, LINE 2 TWO SISTERS, TERI BURLEY AND KAREN ANGEL, WERE BOTH BOARD MEMBERS UNTIL MS. ANGEL RETIRED FROM THE BOARD ON AUGUST 9, 2014 FORM 990, PART VI, SECTION B, LINE 11 REVIEWED AND APPROVED BY BOARD APPOINTED AUDIT COMMITTEE 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 18 AUDITED FINANCIAL STATEMENTS ARE POSTED ON THE ORGANIZATION'S WEBSITE. OTHER MATERIALS ARE AVAILABLE UPON REQUEST FORM 990, PART VI, SECTION C, LINE 19 AUDITED FINANCIAL STATEMENTS ARE POSTED ON THE ORGANIZATION'S WEBSITE. FORM 990, PART IX, LINE 11G CONSULTANTS & OTHER: PROGRAM SERVICE EXPENSES 13,945,830. MANAGEMENT AND GENERAL EXPENSES 1,348,230. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 15,294,060. FORM 990, PART XII, LINE 2C: FINANCIAL STATEMENT AND REPORTING THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.