2015-04-01T13:58:02-05:00 2014-06-30 330310569 HASKELL & WHITE LLP 300 SPECTRUM CENTER DR STE 300 IRVINE CA 92618 990 2013-07-01 952557063 PUBLIC HEALTH FOUNDATION ENTERPRISESINC PUBL 5622227894 12801 CROSSROADS PARKWAY NO 200 CITY OF INDUSTRY CA 91746 BLAYNE CUTLER CEO 5622227894 2015-03-15 1 DAN O'CONNOR P00334121 9494506200 2013 2016-02-25 16:41:14Z BLAYNE CUTLER 12801 CROSSROADS PARKWAY CITY OF INDUSTRY CA 91746 97562550 0 X HTTP://WWW.PHFE.ORG X 1968 CA THE MISSION OF PHFE IS TO ENABLE PUBLIC HEALTH PROGRAMS TO IMPROVE THE HEALTH AND WELL BEING OF OUR COMMUNITIES. 13 13 1339 0 0 0 88293113 87960983 1980083 1725021 0 0 8044950 7876546 98318146 97562550 0 0 0 0 66857894 65008866 0 0 0 32136785 31859437 98994679 96868303 -676533 694247 21154315 21317602 16010852 15479892 5143463 5837710 X THE MISSION OF PHFE IS TO ENABLE PUBLIC HEALTH PROGRAMS TO IMPROVE THE HEALTH AND WELL BEING OF OUR COMMUNITIES. 0 0 48591093 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 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. 29911379 PUBLIC 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. 4970226 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. 5359979 1725021 ALLERGY, 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. 5359979 1725021 88832677 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 0 0 0 0 0 0 0 0 0 0 0 0 1 237 0 1 1339 1 0 0 0 0 0 0 0 0 0 0 0 X 13 13 0 0 1 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 CA X MARGARITE BUITRAGO 5622227894 12801 CROSSROADS PARKWAY SOUTH CITY OF INDUSTRY CA 91746 ERIK RAMANATHAN CHAIRMAN 10.00 X X 0 0 0 TAMARA JOSEPH VICE CHAIRMAN 10.00 X X 0 0 0 DELVECCHIO FINLEY SECRETARY 10.00 X X 0 0 0 ROBERT JENKS TREASURER 10.00 X X 0 0 0 MARGARITA BUITRAGO CFO 40.00 X 25000 0 4 PETER DALE DIRECTOR, CONTRACTS & GRANTS 40.00 X 128041 0 15287 NANCY KINDELAN CEO 40.00 X 227755 0 12128 DANIELLE GONZALEZ DIRECTOR, HUMAN RESOURCES 40.00 X 143154 0 13652 SUSAN VACKO DIRECTOR OF OPERATIONS 40.00 X 198740 0 11299 MIKE WHALEY IT DIRECTOR 40.00 X 136223 0 12088 ALBERT LIU CLINICIAN 40.00 X 167776 0 14929 ANA MARIA L OZAETA FORMER - DEPUTY DIRECTOR 40.00 X 60635 0 6053 NICHOLAS MOSS FORMER - DIRECTOR, CLINICAL PREVENTION 40.00 X 42074 0 2166 JUDE LAUREN FORMER - NATIONAL MIS DIRECTOR 40.00 X 44914 0 5405 MOUPALI DAS FORMER -PROGRAM DIRECTOR 40.00 X 131375 0 11878 ELOISE JENKS FORMER - EXECUTIVE DIRECTOR, WIC 40.00 X 118328 0 13471 MARK BERTLER FORMER - CEO 40.00 X 196124 0 4972 1620139 0 123332 9 1 1 0 WHITMAN WALKER HEALTH 1327 14TH STREET NW WASHINGTON DC 20005 HIV CLINICAL TRAILS 609657 RR & C CROSSROADS NO 2 13191 CROSSROADS PKWY N LA PUENTE CA 91746 RENT 571188 CWCA SCHABARUM 42LLC 2 N RIVERSIDE PLZ CHICAGO IL 60606 RENT 541886 DARE GLOBAL INNOVATIONSLLC 260 PEACH TREE ST ATLANTA GA 30303 HIV RESEARCH 493759 HASKELL & WHITE LLP 300 SPECTRUM CENTER DRIVE SUITE 30 IRVINE CA 92618 ACCOUNTING SERVICES 139918 5 87955298 5685 87960983 PRIVATE CONTRACTS 624100 1725021 1725021 1725021 MANAGEMENT FEES 624100 7831504 7831504 OTHER INCOME 624100 45042 45042 7876546 97562550 9601567 0 0 846027 846027 50269683 47292508 2977175 10004603 9336432 668171 3888553 3732208 156345 5419312 5168473 250839 1352812 1319077 33735 976930 781537 195393 1258979 1129191 129788 6014828 5260566 754262 1391143 1215995 175148 743665 692223 51442 23195 739 22456 679909 480907 199002 342245 75313 266932 SUBCONTRACTORS 8671460 8671460 SUPPLIES 3341749 3341749 OUTSIDE SERVICES 981349 62229 919120 EQUIPMENT RENTAL & MAIN 520437 193919 326518 141424 78151 63273 96868303 88832677 8035626 0 7770933 4822594 11093172 13713286 17982 12713 1080681 1209768 4234813 2675572 1191547 1559241 21154315 21317602 4706632 5355132 2100016 1852517 86211 119100 9117993 8153143 16010852 15479892 X 4986770 5837710 156693 0 5143463 5837710 21154315 21317602 694247 0 X X 0 1 X 1 1 1 X 112487723 120802948 97880502 88293311 87960983 507425467 112487723 120802948 97880502 88293311 87960983 507425467 507425467 8414 8414 9444520 9354776 8279446 8044950 7876546 43000238 550434119 0.92190 0.92390 X 362028 319254 42774 3872785 2356318 1516467 1559241 OBLIGATION FOR CAPITAL LEASE 300399 ACCRUED P/R AND RELATED LIAB 4531136 ADVANCE ON GRANTOR PAYMENT 1995237 DEFERRED RENT 327656 ACCOUNTABILITY FOR PROG EQUIP 998715 8153143 X 97562550 0 97562550 0 97562550 96868303 0 96868303 0 96868303 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, 2014. X X X 1 0 0 0 0 0 0 0 0 NANCY KINDELAN CEO 227755 0 0 0 0 0 12103 0 25 0 239883 0 0 0 DANIELLE GONZALEZ DIRECTOR, HUMAN RESOURCES 143154 0 0 0 0 0 11161 0 2491 0 156806 0 0 0 SUSAN VACKO DIRECTOR OF OPERATIONS 198740 0 0 0 0 0 11222 0 77 0 210039 0 0 0 ALBERT LIU CLINICIAN 167776 0 0 0 0 0 8505 0 6424 0 182705 0 0 0 ANA MARIA L OZAETA FORMER - DEPUTY DIRECTOR 60635 0 0 0 0 0 3136 0 2917 0 66688 0 0 0 NICHOLAS MOSS FORMER - DIRECTOR, CLINICAL PREVENTI 42074 0 0 0 0 0 2119 0 47 0 44240 0 0 0 JUDE LAUREN FORMER - NATIONAL MIS DIRECTOR 44914 0 0 0 0 0 3551 0 1854 0 50319 0 0 0 MOUPALI DAS FORMER -PROGRAM DIRECTOR 131375 0 0 0 0 0 6814 0 5064 0 143253 0 0 0 ELOISE JENKS FORMER - EXECUTIVE DIRECTOR, WIC 118328 0 0 0 0 0 8411 0 5060 0 131799 0 0 0 MARK BERTLER FORMER - CEO 196124 0 0 0 0 0 4177 0 795 0 201096 0 0 0 PART I, LINE 4A MARK BERTLER RECEIVED A SEVERANCE PAYMENT IN THE AMOUNT OF $143,795 FORM 990, PART VI, SECTION A, LINE 4 PETER 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 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 19 AVAILABLE UPON REQUEST. FORM 990, PART XII, LINE 2C: FINANCIAL STATEMENT AND REPORTING THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.