PUBLIC HEALTH FOUNDATION INC: Form 990, tax year 2013

View the entire original 990 at ProPublica ↗

Organization
PUBLIC HEALTH FOUNDATION INC (EIN 95-2557063)
Tax period
2013-07-01 to 2014-06-30
Filed
2015-04-01
IRS object ID
201520919349300732
Schema version
2013v4.0
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

FieldValueIRS element (for citing)
Return2015-04-01T13:58:02-05:00ReturnTs
Tax Period End2014-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN330310569PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1HASKELL & WHITE LLPBusinessNameLine1

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1300 SPECTRUM CENTER DR STE 300AddressLine1
CityIRVINECity
StateCAState
ZIP Code92618ZIPCode
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2013-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN952557063EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1PUBLIC HEALTH FOUNDATION ENTERPRISESINCBusinessNameLine1
FieldValueIRS element (for citing)
Business Name ControlPUBLBusinessNameControlTxt
Phone5622227894PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line112801 CROSSROADS PARKWAY NO 200AddressLine1
CityCITY OF INDUSTRYCity
StateCAState
ZIP Code91746ZIPCode

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonBLAYNE CUTLERPersonNm
Person TitleCEOPersonTitleTxt
Phone5622227894PhoneNum
Signature2015-03-15SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonDAN O'CONNORPreparerPersonNm
PTINP00334121PTIN
Phone9494506200PhoneNum
FieldValueIRS element (for citing)
Tax2013TaxYr
Build TS2016-02-25 16:41:14ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerBLAYNE CUTLERPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line112801 CROSSROADS PARKWAYAddressLine1
CityCITY OF INDUSTRYCity
StateCAState
ZIP Code91746ZIPCode
FieldValueIRS element (for citing)
Gross Receipts$97,562,550GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressHTTP://WWW.PHFE.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1968FormationYr
Legal Domicile StateCALegalDomicileStateCd
Activity Or MissionTHE MISSION OF PHFE IS TO ENABLE PUBLIC HEALTH PROGRAMS TO IMPROVE THE HEALTH AND WELL BEING OF OUR COMMUNITIES.ActivityOrMissionDesc
Voting Members Governing Body13VotingMembersGoverningBodyCnt
Voting Members Independent13VotingMembersIndependentCnt
Total Employee1339TotalEmployeeCnt
Total Volunteers0TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$88,293,113PYContributionsGrantsAmt
CY Contributions Grants$87,960,983CYContributionsGrantsAmt
PY Program Service Revenue$1,980,083PYProgramServiceRevenueAmt
CY Program Service Revenue$1,725,021CYProgramServiceRevenueAmt
PY Investment Income$0PYInvestmentIncomeAmt
CY Investment Income$0CYInvestmentIncomeAmt
PY Other Revenue$8,044,950PYOtherRevenueAmt
CY Other Revenue$7,876,546CYOtherRevenueAmt
PY Total Revenue$98,318,146PYTotalRevenueAmt
CY Total Revenue$97,562,550CYTotalRevenueAmt
PY Grants And Similar Paid$0PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$66,857,894PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$65,008,866CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$32,136,785PYOtherExpensesAmt
CY Other Expenses$31,859,437CYOtherExpensesAmt
PY Total Expenses$98,994,679PYTotalExpensesAmt
CY Total Expenses$96,868,303CYTotalExpensesAmt
PY Revenues Less Expenses-$676,533PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$694,247CYRevenuesLessExpensesAmt
Total Assets BOY$21,154,315TotalAssetsBOYAmt
Total Assets EOY$21,317,602TotalAssetsEOYAmt
Total Liabilities BOY$16,010,852TotalLiabilitiesBOYAmt
Total Liabilities EOY$15,479,892TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$5,143,463NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$5,837,710NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionTHE MISSION OF PHFE IS TO ENABLE PUBLIC HEALTH PROGRAMS TO IMPROVE THE HEALTH AND WELL BEING OF OUR COMMUNITIES.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$48,591,093ExpenseAmt
DescWIC, 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 SIXTY WIC CENTERS ARE STRATEGICALLY LOCATED IN HIGH-DENSITY AREAS OF NEED THROUGHOUT THE THREE COUNTIES SERVING A CURRENT CASELOAD OF OVER 300,000 PARTICIPANTS EACH MONTH. APPROXIMATELY 200 NUTRITIONISTS AND 500 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.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$29,911,379ExpenseAmt
DescPUBLIC HEALTH FOUNDATION ENTERPRISES IS A NOT-FOR-PROFIT 501(C)(3) AGENCY DEDICATED TO IMPROVING THE HEALTH AND WELL-BEING OF COMMUNITIES. PHFE 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 AND DIRECT PUBLIC HEALTH PROGRAM LEADERSHIP. PHFE PROVIDED SUCH SERVICES TO OVER 190 PROGRAMS, EACH WITH TOTAL EXPENSES INDIVIDUALLY LESS THAN $2.5M.Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$4,970,226ExpenseAmt
DescANGELS 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.Desc

Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp

FieldValueIRS element (for citing)
Expense$5,359,979ExpenseAmt
Revenue$1,725,021RevenueAmt
DescALLERGY, IMMUNOLOGY AND TRANSPLATATION RESEARCH, AS PART OF BRIDGE HIV WORKS WITHIN THREE PROJECTS TO PROPEL HIV PREVENTION AND TREATMENT. THE BAY AREA CLINICAL TRIALS UNIT (CTU), PREVENTION UMBRELLA AND HOME, WORK TRIFOLD TO ADVANCE TREATMENT AND PREVENTION THROUGH SCIENTIFIC LEADERSHIP IN CLINICAL TRIALS, RESEARCH TO DEVELOP OPTIMAL HIV PREVENTION PACKAGES FOR FUTURE CLINICAL STUDIES AND IMPLEMENT THE POWER OF HOME HIV TESTS TO INCREASE THE RATES OF HIV TESTING AMONG HIGH RISK GROUPS, ULIMATELY TO BREAK THE CYCLE OF TRANSMISSION WITHIN THESE POPULATIONS.Desc
FieldValueIRS element (for citing)
Total Other Prog Srvc Expense$5,359,979TotalOtherProgSrvcExpenseAmt
Total Other Prog Srvc Revenue$1,725,021TotalOtherProgSrvcRevenueAmt
Total Program Service Expenses$88,832,677TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B Required0ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Temp Or Permanent Endowments0TempOrPermanentEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To Organizations0GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With Officer Ent0BusinessRlnWithOfficerEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related Entity0RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document237IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee1339EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Excess Business Holdings0ExcessBusinessHoldingsInd
Indoor Tanning Services0IndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members13GoverningBodyVotingMembersCnt
Independent Voting Member13IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org DocumentsYes (1)ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldCAStatesWhereCopyOfReturnIsFldCd
Own WebsiteYes (X)OwnWebsiteInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1MARGARITE BUITRAGOBusinessNameLine1
FieldValueIRS element (for citing)
Phone5622227894PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line112801 CROSSROADS PARKWAY SOUTHAddressLine1
CityCITY OF INDUSTRYCity
StateCAState
ZIP Code91746ZIPCode

Form990 Part VII Section A Form990PartVIISectionAGrp (17 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtKey EmployeeKeyEmployeeIndHighest Compensated EmployeeHighestCompensatedEmployeeIndFormer Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd
ERIK RAMANATHAN
CHAIRMAN10.00Yes (X)Yes (X)$0$0$0
TAMARA JOSEPH
VICE CHAIRMAN10.00Yes (X)Yes (X)$0$0$0
DELVECCHIO FINLEY
SECRETARY10.00Yes (X)Yes (X)$0$0$0
ROBERT JENKS
TREASURER10.00Yes (X)Yes (X)$0$0$0
MARGARITA BUITRAGO
CFO40.00Yes (X)$25,000$0$4
PETER DALE
DIRECTOR, CONTRACTS & GRANTS40.00Yes (X)$128,041$0$15,287
NANCY KINDELAN
CEO40.00Yes (X)$227,755$0$12,128
DANIELLE GONZALEZ
DIRECTOR, HUMAN RESOURCES40.00Yes (X)$143,154$0$13,652
SUSAN VACKO
DIRECTOR OF OPERATIONS40.00$198,740$0$11,299Yes (X)
MIKE WHALEY
IT DIRECTOR40.00$136,223$0$12,088Yes (X)
ALBERT LIU
CLINICIAN40.00$167,776$0$14,929Yes (X)
ANA MARIA L OZAETA
FORMER - DEPUTY DIRECTOR40.00$60,635$0$6,053Yes (X)
NICHOLAS MOSS
FORMER - DIRECTOR, CLINICAL PREVENTION40.00$42,074$0$2,166Yes (X)
JUDE LAUREN
FORMER - NATIONAL MIS DIRECTOR40.00$44,914$0$5,405Yes (X)
MOUPALI DAS
FORMER -PROGRAM DIRECTOR40.00$131,375$0$11,878Yes (X)
ELOISE JENKS
FORMER - EXECUTIVE DIRECTOR, WIC40.00$118,328$0$13,471Yes (X)
MARK BERTLER
FORMER - CEO40.00$196,124$0$4,972Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$1,620,139TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$123,332TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K9IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedYes (1)FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1CityContractorAddress/USAddress/CityStateContractorAddress/USAddress/StateZIP CodeContractorAddress/USAddress/ZIPCodeServicesServicesDescCompensationCompensationAmt
WHITMAN WALKER HEALTH
1327 14TH STREET NWWASHINGTONDC20005HIV CLINICAL TRAILS$609,657
RR & C CROSSROADS NO 2
13191 CROSSROADS PKWY NLA PUENTECA91746RENT$571,188
CWCA SCHABARUM 42LLC
2 N RIVERSIDE PLZCHICAGOIL60606RENT$541,886
DARE GLOBAL INNOVATIONSLLC
260 PEACH TREE STATLANTAGA30303HIV RESEARCH$493,759
HASKELL & WHITE LLP
300 SPECTRUM CENTER DRIVE SUITE 30IRVINECA92618ACCOUNTING SERVICES$139,918
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K5CntrctRcvdGreaterThan100KCnt
Government Grants$87,955,298GovernmentGrantsAmt
All Other Contributions$5,685AllOtherContributionsAmt
Total Contributions$87,960,983TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp

FieldValueIRS element (for citing)
DescPRIVATE CONTRACTSDesc
Business624100BusinessCd
Total Revenue Column$1,725,021TotalRevenueColumnAmt
Related Or Exempt Func Income$1,725,021RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$1,725,021TotalProgramServiceRevenueAmt

Other Revenue Misc OtherRevenueMiscGrp (2 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
MANAGEMENT FEES624100$7,831,504$7,831,504
OTHER INCOME624100$45,042$45,042
FieldValueIRS element (for citing)
Other Revenue Total$7,876,546OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$97,562,550TotalRevenueColumnAmt
Related Or Exempt Func Income$9,601,567RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$846,027TotalAmt
Management And General$846,027ManagementAndGeneralAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$50,269,683TotalAmt
Program Services$47,292,508ProgramServicesAmt
Management And General$2,977,175ManagementAndGeneralAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$10,004,603TotalAmt
Program Services$9,336,432ProgramServicesAmt
Management And General$668,171ManagementAndGeneralAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$3,888,553TotalAmt
Program Services$3,732,208ProgramServicesAmt
Management And General$156,345ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$5,419,312TotalAmt
Program Services$5,168,473ProgramServicesAmt
Management And General$250,839ManagementAndGeneralAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$1,352,812TotalAmt
Program Services$1,319,077ProgramServicesAmt
Management And General$33,735ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$976,930TotalAmt
Program Services$781,537ProgramServicesAmt
Management And General$195,393ManagementAndGeneralAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$1,258,979TotalAmt
Program Services$1,129,191ProgramServicesAmt
Management And General$129,788ManagementAndGeneralAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$6,014,828TotalAmt
Program Services$5,260,566ProgramServicesAmt
Management And General$754,262ManagementAndGeneralAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$1,391,143TotalAmt
Program Services$1,215,995ProgramServicesAmt
Management And General$175,148ManagementAndGeneralAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$743,665TotalAmt
Program Services$692,223ProgramServicesAmt
Management And General$51,442ManagementAndGeneralAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$23,195TotalAmt
Program Services$739ProgramServicesAmt
Management And General$22,456ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$679,909TotalAmt
Program Services$480,907ProgramServicesAmt
Management And General$199,002ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$342,245TotalAmt
Program Services$75,313ProgramServicesAmt
Management And General$266,932ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmt
SUBCONTRACTORS$8,671,460$8,671,460
SUPPLIES$3,341,749$3,341,749
OUTSIDE SERVICES$981,349$62,229$919,120
EQUIPMENT RENTAL & MAIN$520,437$193,919$326,518

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$141,424TotalAmt
Program Services$78,151ProgramServicesAmt
Management And General$63,273ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$96,868,303TotalAmt
Program Services$88,832,677ProgramServicesAmt
Management And General$8,035,626ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$7,770,933BOYAmt
EOY$4,822,594EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$11,093,172BOYAmt
EOY$13,713,286EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$17,982BOYAmt
EOY$12,713EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$1,080,681BOYAmt
EOY$1,209,768EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$4,234,813LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$2,675,572LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$1,191,547BOYAmt
EOY$1,559,241EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$21,154,315BOYAmt
EOY$21,317,602EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$4,706,632BOYAmt
EOY$5,355,132EOYAmt

Grants Payable GrantsPayableGrp

FieldValueIRS element (for citing)
BOY$2,100,016BOYAmt
EOY$1,852,517EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$86,211BOYAmt
EOY$119,100EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$9,117,993BOYAmt
EOY$8,153,143EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$16,010,852BOYAmt
EOY$15,479,892EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$4,986,770BOYAmt
EOY$5,837,710EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$156,693BOYAmt
EOY$0EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$5,143,463BOYAmt
EOY$5,837,710EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$21,154,315BOYAmt
EOY$21,317,602EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$694,247ReconcilationRevenueExpnssAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Info In Schedule O Part XIIYes (X)InfoInScheduleOPartXIIInd
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit RequiredYes (1)FederalGrantAuditRequiredInd
Federal Grant Audit PerformedYes (1)FederalGrantAuditPerformedInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$112,487,723CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$120,802,948CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$97,880,502CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$88,293,311CurrentTaxYearMinus1YearAmt
Current Tax Year$87,960,983CurrentTaxYearAmt
Total$507,425,467TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$112,487,723CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$120,802,948CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$97,880,502CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$88,293,311CurrentTaxYearMinus1YearAmt
Current Tax Year$87,960,983CurrentTaxYearAmt
Total$507,425,467TotalAmt
FieldValueIRS element (for citing)
Public Support Total170$507,425,467PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$8,414CurrentTaxYearMinus4YearsAmt
Total$8,414TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$9,444,520CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$9,354,776CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$8,279,446CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$8,044,950CurrentTaxYearMinus1YearAmt
Current Tax Year$7,876,546CurrentTaxYearAmt
Total$43,000,238TotalAmt
FieldValueIRS element (for citing)
Total Support$550,434,119TotalSupportAmt
Public Support CY1700.92190PublicSupportCY170Pct
Public Support PY1700.92390PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Schedule D IRS990ScheduleD

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$362,028OtherCostOrOtherBasisAmt
Depreciation$319,254DepreciationAmt
Book Value$42,774BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$3,872,785OtherCostOrOtherBasisAmt
Depreciation$2,356,318DepreciationAmt
Book Value$1,516,467BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$1,559,241TotalBookValueLandBuildingsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (5 entries)

DescDescAmtAmt
OBLIGATION FOR CAPITAL LEASE$300,399
ACCRUED P/R AND RELATED LIAB$4,531,136
ADVANCE ON GRANTOR PAYMENT$1,995,237
DEFERRED RENT$327,656
ACCOUNTABILITY FOR PROG EQUIP$998,715
FieldValueIRS element (for citing)
Total Liability$8,153,143TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$97,562,550TotalRevEtcAuditedFinclStmtAmt
Revenue Not Reported$0RevenueNotReportedAmt
Revenue Subtotal$97,562,550RevenueSubtotalAmt
Revenue Not Reported Fincl Stmt$0RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$97,562,550TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$96,868,303TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$96,868,303ExpensesSubtotalAmt
Expenses Not Rpt Fincl Stmt$0ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$96,868,303TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART X, LINE 2:FormAndLineReferenceDesc
ExplanationPHFE 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, 2014.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Compensation CommitteeYes (X)CompensationCommitteeInd
Form990 Of Other OrganizationsYes (X)Form990OfOtherOrganizationsInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance PaymentYes (1)SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org0CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs0CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org0CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs0CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments0AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (10 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
NANCY KINDELAN
CEO$227,755$0$0$0$0$0$12,103$0$25$0$239,883$0$0$0
DANIELLE GONZALEZ
DIRECTOR, HUMAN RESOURCES$143,154$0$0$0$0$0$11,161$0$2,491$0$156,806$0$0$0
SUSAN VACKO
DIRECTOR OF OPERATIONS$198,740$0$0$0$0$0$11,222$0$77$0$210,039$0$0$0
ALBERT LIU
CLINICIAN$167,776$0$0$0$0$0$8,505$0$6,424$0$182,705$0$0$0
ANA MARIA L OZAETA
FORMER - DEPUTY DIRECTOR$60,635$0$0$0$0$0$3,136$0$2,917$0$66,688$0$0$0
NICHOLAS MOSS
FORMER - DIRECTOR, CLINICAL PREVENTI$42,074$0$0$0$0$0$2,119$0$47$0$44,240$0$0$0
JUDE LAUREN
FORMER - NATIONAL MIS DIRECTOR$44,914$0$0$0$0$0$3,551$0$1,854$0$50,319$0$0$0
MOUPALI DAS
FORMER -PROGRAM DIRECTOR$131,375$0$0$0$0$0$6,814$0$5,064$0$143,253$0$0$0
ELOISE JENKS
FORMER - EXECUTIVE DIRECTOR, WIC$118,328$0$0$0$0$0$8,411$0$5,060$0$131,799$0$0$0
MARK BERTLER
FORMER - CEO$196,124$0$0$0$0$0$4,177$0$795$0$201,096$0$0$0

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 4AFormAndLineReferenceDesc
ExplanationMARK BERTLER RECEIVED A SEVERANCE PAYMENT IN THE AMOUNT OF $143,795ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (6 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 4PETER DALE, MARGARITA BUITRAGO, AND BLAYNE CUTLER ASSUMED OFFICER ROLES OF DIRECTOR OF CONTRACTS AND GRANTS, CHIEF FINANCIAL OFFICER AND DEPUTY CHIEF EXECUTIVE OFFICER, RESPECTIVELY, WITHIN THE ORGANIZATION DURING THE REPORTED TAX YEAR. FORMER CHIEF EXECUTIVE OFFICER, MARK BERTLER WAS NOT AN OFFICER OF THE ORGANIZATION DURING THE REPORTED FISCAL TAX YEAR. ON JUNE 30, 2014, PHFE'S BOARD OF DIRECTORS WAS CHAIRED BY ERIK RAMANATHAN WHO SUCCEEDED BRUCE LAI. OTHER CHANGES NOTED TO THE BOARD OF DIRECTORS INCLUDED: FORMER VICE CHAIRMAN, ERIK RAMANATHAN WAS REPLACED BY TAMARA JOSEPH, FORMER SECRETARY, TERI BURLEY WAS REPLACED BY DELVECCHIO FINLEY, AND FORMER TREASURER, KAREN ANGEL WAS REPLACED BY ROBERT JENKS.
FORM 990, PART VI, SECTION B, LINE 11REVIEWED AND APPROVED BY BOARD APPOINTED AUDIT COMMITTEE
FORM 990, PART VI, SECTION B, LINE 12CANNUAL 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 15ACOMPENSATION REVIEWED IN RELATIONSHIP TO MARKET AND SUBJECT TO VOTE BY FULL BOARD
FORM 990, PART VI, SECTION C, LINE 19AVAILABLE UPON REQUEST.
FORM 990, PART XII, LINE 2C:FINANCIAL STATEMENT AND REPORTING THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.

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