PUBLIC HEALTH FOUNDATION INC: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- PUBLIC HEALTH FOUNDATION INC (EIN 95-2557063)
- Tax period
- 2023-07-01 to 2024-06-30
- Filed
- 2025-03-11
- IRS object ID
- 202500709349300225
- Schema version
- 2023v6.0
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule F
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-03-11T09:25:12-05:00 | ReturnTs |
| Tax Period End | 2024-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 221478099 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COHNREZNICK LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 621 CAPITOL MALL SUITE 2150 | AddressLine1Txt |
| City | SACRAMENTO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95814 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-07-01 | 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 | BusinessNameLine1Txt |
| Business Name Line2 | ENTERPRISES INC | BusinessNameLine2Txt |
| 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 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 | 2025-03-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LORI ROTHE YOKOBOSKY CPA | PreparerPersonNm |
| PTIN | P01273422 | PTIN |
| Phone | 9164429100 | PhoneNum |
| Preparation | 2025-02-13 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | 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 PARKWAY N 450 | AddressLine1Txt |
| City | CITY OF INDUSTRY | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91746 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $670,244,562 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.HELUNAHEALTH.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1968 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | TO ENHANCE THE HEALTH, WELLNESS, AND RESILIENCE OF EVERY COMMUNITY WE SERVE. | ActivityOrMissionDesc |
| Voting Members Governing Body | 16 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 16 | VotingMembersIndependentCnt |
| Total Employee | 2719 | TotalEmployeeCnt |
| Total Volunteers | 16 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $840,712,073 | PYContributionsGrantsAmt |
| CY Contributions Grants | $623,073,948 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $35,165,184 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $46,549,780 | CYProgramServiceRevenueAmt |
| PY Investment Income | $73,016 | PYInvestmentIncomeAmt |
| CY Investment Income | $619,922 | CYInvestmentIncomeAmt |
| PY Other Revenue | $62,030 | PYOtherRevenueAmt |
| CY Other Revenue | $912 | CYOtherRevenueAmt |
| PY Total Revenue | $876,012,303 | PYTotalRevenueAmt |
| CY Total Revenue | $670,244,562 | 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 | $187,185,131 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $183,218,515 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $881,724 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $687,423,848 | PYOtherExpensesAmt |
| CY Other Expenses | $481,443,853 | CYOtherExpensesAmt |
| PY Total Expenses | $874,608,979 | PYTotalExpensesAmt |
| CY Total Expenses | $664,662,368 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $1,403,324 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $5,582,194 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $269,782,108 | TotalAssetsBOYAmt |
| Total Assets EOY | $302,098,431 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $249,097,968 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $275,732,771 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $20,684,140 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $26,365,660 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | TO ENHANCE THE HEALTH, WELLNESS, AND RESILIENCE OF EVERY COMMUNITY WE SERVE - SEE SCHEDULE O FOR MORE DETAILSPUBLIC HEALTH FOUNDATION ENTERPRISES, INC. DBA HELUNA HEALTH IS A NOT-FOR-PROFIT 501(C)(3) AGENCY DEDICATED TO IMPROVING THE HEALTH, WELL-BEING AND RESILIENCE OF THE COMMUNITIES IT SERVES. HELUNA HEALTH PARTNERS WITH ACADEMIC RESEARCHERS, GOVERNMENT AGENCIES, FOUNDATIONS AND PRIVATE ENTITIES 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 1,000 PROJECTS DURING FISCAL YEAR 2024. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $291,480,674 | ExpenseAmt |
| Desc | EPIDEMIOLOGY LABORATORY AND CAPACITY (ELC): CORE FUNDING:SINCE 1995, THE EPIDEMIOLOGY AND LABORATORY CAPACITY FOR PREVENTION AND CONTROL OF EMERGING INFECTIOUS DISEASES (ELC) COOPERATIVE AGREEMENT HAS BEEN CRITICAL TO U.S. HEALTH DEPARTMENTS' ABILITY TO COMBAT INFECTIOUS DISEASES. WHILE BEGINNING WITH ONLY 10 RECIPIENTS, THAT NUMBER INCREMENTALLY GREW, REACHING THE CURRENT COMPLEMENT OF 64 JURISDICTIONS IN 2012. FOR A QUARTER-CENTURY, THE ELC COOPERATIVE AGREEMENT HAS PROVIDED HUNDREDS OF MILLIONS EACH YEAR TO ALL 50 STATES, SEVERAL LARGE LOCAL HEALTH DEPARTMENTS, AND U.S. TERRITORIES AND AFFILIATES TO DETECT, RESPOND TO, CONTROL, AND PREVENT INFECTIOUS DISEASES. THE PRIMARY FOCUS OF THIS FUNDING HAS BEEN TO DETECT, PREVENT AND RESPOND TO THE GROWING THREATS POSED BY INFECTIOUS DISEASE THROUGH THREE CORE AREAS: SURVEILLANCE, DETECTION AND RESPONSE; PREVENTION AND INTERVENTION AND COMMUNICATIONS, COORDINATION AND PARTNERSHIPS. THROUGH THIS FUNDING, HELUNA HEALTH HAS PARTNERED WITH CALIFORNIA DEPARTMENT OF PUBLIC HEALTH SINCE 1995 TO BOTH BUILD AND STRENGTHEN PUBLIC HEALTH SYSTEMS RELATED TO COMMUNICABLE DISEASES IN CALIFORNIA. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $125,190,993 | ExpenseAmt |
| Desc | CHILDREN & YOUTH BEHAVIORAL HEALTH INITIATIVE PROGRAM:AS PART OF THE CHILDREN AND YOUTH BEHAVIORAL HEALTH INITIATIVE (CYBHI), DHCS IS ADMINISTERING GRANTS TO SCALE EVIDENCE-BASED AND COMMUNITY-DEFINED EVIDENCE PRACTICES (EBP/CDEP)[2] AND WILL UTILIZE FUNDS TO SUPPORT MULTIPLE STATEWIDE EFFORTS FOR ELIGIBLE ENTITIES, INCLUDING BEHAVIORAL HEALTH PROVIDERS, COMMUNITY-BASED ORGANIZATIONS, TRIBAL ORGANIZATIONS, HEALTH PLANS, COUNTIES AND OTHERS, AS SPECIFIED. THESE GRANTS WILL SUPPORT THE IMPLEMENTATION AND SCALING OF EBP/CDEPS TO IMPROVE OUTCOMES FOR CHILDREN AND YOUTH WITH EMERGING AND EXISTING BEHAVIORAL HEALTH (MENTAL HEALTH AND SUBSTANCE USE) NEEDS FOR CHILDREN AND YOUTH AGES 0-25, AS WELL AS THEIR PARENTS AND CAREGIVERS. HELUNA HEALTH IS PARTNERING WITH THE CA INSTITUTE FOR BEHAVIORAL HEALTH SOLUTIONS AS THE PRIMARY AWARDEE TO ADMINISTER THE CYBHI EBP/CDEP PROGRAM. CIBHS IS SERVING AS THE PRIME WITH HELUNA HEALTH AND HMA SERVING AS SUBS. HELUNA WILL PROVIDE SUPPORT WITH A SERIES OF PROJECT MANAGEMENT, FISCAL INTERMEDIARY, SUBCONTRACTING, AND PROGRAM MONITORING ACTIVITIES. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $52,116,616 | ExpenseAmt |
| Desc | WOMEN, INFANT AND CHILDREN PROGRAM: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 IMPROVE THE HEALTH AND NUTRITIONAL STATUS OF PARTICIPANTS DURING CRITICAL TIMES OF GROWTH AND DEVELOPMENT. CORE WIC SERVICES INCLUDE NUTRITIONAL EDUCATION, BREASTFEEDING EDUCATION AND SUPPORT, REFERRALS TO COMMUNITY SERVICES AND NUTRITIOUS FOODS (I.E. LOWER FAT MILK, FRUITS AND VEGETABLES, WHOLE GRAIN CEREALS, AND EGGS). APPROXIMATELY 20% OF THE INDIVIDUALS SERVED ARE WOMEN, 25% ARE INFANTS, AND THE REMAINING 55% ARE CHILDREN AGED ONE TO FIVE.PHFE WIC HAS BEEN PROVIDING HIGH-QUALITY WIC SERVICES IN SOUTHERN CALIFORNIA FOR NEARLY 50 YEARS. PHFE WIC STAFF SERVE A CURRENT CASELOAD OF OVER 190,000 PARTICIPANTS EACH MONTH THROUGH A HYBRID SERVICE DELIVERY MODEL THAT ALLOWS FOR BOTH VIRTUAL SERVICES AND IN-PERSON VISITS AT 31 WIC CENTERS STRATEGICALLY LOCATED IN HIGH-DENSITY AREAS OF NEED THROUGHOUT LOS ANGELES, ORANGE, AND SAN BERNARDINO COUNTIES.PHFE WIC HAS APPROXIMATELY 560 EMPLOYEES, WHICH INCLUDES OVER 225 NUTRITION PROFESSIONALS, OVER 60 BREASTFEEDING STAFF SUCH AS LACTATION CONSULTANTS AND BREASTFEEDING PEER COUNSELORS, AND OVER 250 PARAPROFESSIONAL STAFF PROVIDING CULTURALLY APPROPRIATE SERVICES TO ELIGIBLE FAMILIES.THE PHFE WIC PROGRAM IS THE LARGEST LOCAL AGENCY WIC PROGRAM IN THE COUNTRY SERVING APPROXIMATELY 3% OF THE NATION'S TOTAL AND 19% 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, ARABIC AND ARMENIAN.PHFE WIC HAS A VERY ROBUST ONLINE AND SOCIAL MEDIA PRESENCE: WWW.PHFEWIC.ORG. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $166,416,889 | ExpenseAmt |
| Revenue | $46,550,692 | RevenueAmt |
| Desc | ALL OTHER PROGRAMSANGELS CHILD CARE FOOD PROGRAM: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, AND SAN BERNARDINO 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 MONITOR 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 CALIFORNIA EMERGING INFECTIONS PROGRAM (CEIP) IS ONE OF TEN EIP SITES. CEIP IS FUNDED BY THE CENTERS FOR DISEASE CONTROL AND PREVENTION (CDC) AND IS SPONSORED BY HELUNA HEALTH. 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 AND IS A COLLABORATION AMONG 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. CEIP WAS INITIATED IN 1994 AND IT CURRENTLY EMPLOYS OVER 40 STAFF.SFHOT: THE SAN FRANCISCO HOMELESS OUTREACH TEAM IS A COLLABORATION BETWEEN THE SAN FRANCISCO DEPARTMENT OF HOMELESSNESS AND SUPPORTIVE HOUSING ("DHSH") AND HELUNA HEALTH. 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 AND OUTREACH SPECIALISTS BUILD A RAPPORT WITH HOMELESS ADULTS AND CONNECT THEM WITH VITAL SERVICES SUCH AS TEMPORARY SHELTER, MENTAL HEALTH AND SUBSTANCE USE TREATMENT, AND PERMANENT HOUSING SOLUTIONS. HELUNA HEALTH PROVIDES ADMINISTRATIVE AND STAFFING SUPPORT FOR THIS PROGRAM TO ENSURE EFFECTIVE SERVICE DELIVERY.CONTRA COSTA HEALTH SERVICES-PUBLIC HEALTH DIVISION:PROVIDE CONSULTATION AND TECHNICAL ASSISTANCE WITH REGARD TO COMMUNITY HEALTH PROMOTION FOR HEALTH EMERGENCIES, PUBLIC HEALTH, ENVIRONMENTAL HEALTH, AND EMERGENCY MEDICAL SERVICES. CONTRA COSTA HEALTH, HOUSING AND HOMELESS SERVICES (H3):HELUNA HEALTH SUPPORTS CONTRA COSTA COUNTY'S HEALTH, HOUSING, AND HOMELESS SERVICES DIVISION (H3) BY OPERATING A HOMELESS SERVICE DELIVERY SYSTEM THAT INCLUDES STREET OUTREACH, RESPITE AND EMERGENCY SHELTERS, INDEPENDENT LIVING PROGRAMS FOR TRANSITION-AGE YOUTH, AND PERMANENT SUPPORTIVE HOUSING FOR ADULTS, YOUTH, AND FAMILIES. CONTRA COSTA COVID-19 ADULT COMMUNITY HEALTH AMBASSADOR PROGRAM:IN PARTNERSHIP WITH CONTRA COSTA HEALTH SERVICES, OFFICE OF THE DIRECTOR, HELUNA HEALTH IMPLEMENTED THE ADULT COMMUNITY HEALTH AMBASSADOR PROGRAM TO EDUCATE COMMUNITY MEMBERS ON A VARIETY OF COMMUNITY HEALTH TOPICS, INCLUDING INFECTIOUS DISEASE TRANSMISSION. CONTRA COSTA HEALTH WORKFORCE AMBASSADOR:HELUNA HEALTH PARTNERS WITH CONTRA COSTA COUNTY HEALTH SERVICES TO PROMOTE HEALTH EQUITY IN DISADVANTAGED COMMUNITIES. THIS FUNDING WILL BE USED TO ASSIST WITH RECRUITMENT AND HIRING OF TEMPORARY HEALTH AMBASSADORS FOR CCHS' HEALTH AMBASSADOR PROGRAM. THIS PROGRAM WILL PROVIDE HEALTH-RELATED WORK EXPERIENCE TO PARTICIPANTS AND STRENGTHEN LOCAL OUTREACH CAPACITY IN UNDERSERVED AREAS.CONTRA COSTA CORE:HELUNA HEALTH IS PARTNERING WITH CONTRA COSTA COUNTY HEALTH SERVICES TO LOCATE, ENGAGE, STABILIZE, AND HOUSE CHRONICALLY HOMELESS INDIVIDUALS IN CONTRA COSTA COUNTY. HELUNA HEALTH PROVIDES TECHNICAL ASSISTANCE AND HUMAN RESOURCE MANAGEMENT TO THE CORE PROGRAM.LOS ANGELES COUNTY HEALTH AGENCY SUPPORTIVE AND/OR HOUSING SERVICES: CAPACITY BUILDING TEMPORARY PERSONNEL SERVICES:PROVIDES TEMPORARY PERSONNEL SERVICES (TPS) IN ACCORDANCE WITH PROCEDURES APPROVED BY THE DEPARTMENT OF HEALTH SERVICES (DHS), AND CONSISTENT WITH LAWS, REGULATIONS, CURRENT HEALTH AND BEHAVIORAL HEALTH BEST PRACTICES AND STANDARDS, AND DHS' SUPPORTIVE AND/OR HOUSING SERVICES MASTER AGREEMENT (SHSMA). DHS LISTS 50 PERSONNEL CLASSIFICATIONS IN EACH OF THE WORK ORDERS. THE HELUNA HEALTH HR TEAM WORKS DIRECTLY WITH THE COUNTY TO FILL IN POSITIONS AS NEEDED. LOS ANGELES COUNTY HEALTH AGENCY SUPPORTIVE AND/OR HOUSING SERVICES: CAPACITY BUILDING - LOCAL HEALTH EMERGENCY TEMPORARY PERSONNEL SERVICES:PROVIDE TEMPORARY PERSONNEL SERVICES (TPS) IN ACCORDANCE WITH PROCEDURES APPROVED BY THE DEPARTMENT OF HEALTH SERVICES (DHS), AND CONSISTENT WITH LAWS, REGULATIONS, CURRENT HEALTH AND BEHAVIORAL HEALTH BEST PRACTICES AND STANDARDS, AND DHS' SUPPORTIVE AND/OR HOUSING SERVICES MASTER AGREEMENT (SHSMA). THERE ARE TWO PERSONNEL CLASSIFICATIONS UNDER THIS WORK ORDER (EMERGENCY MEDICAL TECHNICIAN -SITE TESTING AND SUPERVISING EMERGENCY MEDICAL TECHNICAL-SITE TESTING). THESE POSITIONS WILL WORK AT VARIOUS TESTING FACILITIES/SITES THROUGHOUT LOS ANGELES COUNTY THAT PROVIDE COVID-19 AND MPOX TESTING TO LOS ANGELES COUNTY RESIDENTS BY PREPARING, OPENING, OPERATING AND CLOSING THE TESTING FACILITIES/SITES. COVID MOBILE SITES AND MOBILE MPOX SITES:HELUNA HEALTH PARTNERS WITH THE LOS ANGELES COUNTY OF PUBLIC HEALTH TO INCREASE VACCINE ACCESS THROUGHOUT THE COUNTY BY SUPPORTING MOBILE VACCINATION CLINICS HOSTED BY COMMUNITY PARTNERS. MOBILE VACCINATION PARTNERS WORK CLOSELY WITH THEIR SERVED COMMUNITIES TO PROMOTE AND CONDUCT OUTREACH AND SCHEDULE EVENTS THAT MEET THE INTENDED PARTICIPANTS' LOGISTICAL, CULTURAL, AND LINGUISTIC NEEDS. HELUNA HEALTH REMAINS COMMITTED TO EQUITY AS A CORE TENET OF THE VACCINE DISTRIBUTION MISSION AND HAVE MADE SIGNIFICANT STRIDES IN DECREASING THE DISPARITY IN VACCINE UPTAKE IN CALIFORNIA.EPIDEMIOLOGY LABORATORY AND CAPACITY (ELC) CDC COVID-19 REOPENING SCHOOLS:HELUNA HEALTH AND THE CALIFORNIA DEPARTMENT OF PUBLIC HEALTH EMBARKED AND CONTRACTED TOGETHER DURING THE HEIGHT OF COVID-19 RESPONSE EFFORTS ON A COVID TESTING PROJECT. THE PURPOSE OF THIS PROJECT IS TO ENABLE K-12 SCHOOLS TO ESTABLISH COVID-19 SCREENING TESTING PROGRAMS TO SUPPORT IN- PERSON LEARNING THROUGHOUT THE STATE, HELUNA HEALTH DIRECTLY SUPPORTS K-12 PRIVATE, INDEPENDENT, DISTRICTS, AND CHARTER ORGANIZATIONS IN THEIR TESTING EFFORTS THROUGH VARIOUS SUPPORT MECHANISMS. THESE HAVE INCLUDED THE FOLLOWING: 1. PROVIDING WEEKLY ONSITE TESTING SUPPORT THROUGH ONE OF OUR DESIGNATED VENDORS 2. PROVIDING FREE TEST KITS TO SCHOOL SITES THAT HAVE A PRE- ESTABLISHED TESTING PLAN IMPLEMENTED (BOTH PROFESSIONAL TEST KITS USED ON SCHOOL CAMPUSES AND OTC TEST KITS THAT ARE DISTRIBUTED FOR AT HOME USE) AND 3. ALLOCATING FUNDING TO SUPPORT SCHOOLS WITH EXISTING SCHOOL-BASED TESTING PROGRAMS. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $166,416,889 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Revenue | $46,550,692 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $635,205,172 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| 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 | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | 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 With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | Yes (1) | 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 | 425 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 2719 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| 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 |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 16 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 16 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BRIAN GIESELER CFO | PersonNm |
| Phone | 5622227894 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 13300 CROSSROADS PARKWAY NORTH | AddressLine1Txt |
| City | CITY OF INDUSTRY | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91746 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (29 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| ALESSANDRO LAZZARINI | |||||||
| BOARD MEMBER | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| ALEXANDER BAKER | |||||||
| OUTGOING BOARD MEMBER | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| BONNIE MIDURA | |||||||
| BOARD MEMBER | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| CARLADENISE EDWARDS | |||||||
| VICE CHAIR OF THE BOARD | 5.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| CELINA GORRE | |||||||
| BOARD MEMBER | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| EDWARD YIP | |||||||
| OUTGOING BOARD MEMBER | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| GEORGIA CASCIATO | |||||||
| OUTGOING BOARD MEMBER | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| HOPE TARIRAI MAGO | |||||||
| BOARD MEMBER | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| JEAN O'CONNOR | |||||||
| BOARD MEMBER | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| JENNIFER COVICH BORDENICK | |||||||
| BOARD MEMBER | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| NICOLE MACARCHUK | |||||||
| SECRETARY | 5.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| NWANDO ANYAOKU | |||||||
| BOARD MEMBER | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| ROBERT JENKS | |||||||
| TREASURER | 5.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| SANTOSH VETTICADEN | |||||||
| CHAIR OF THE BOARD | 10.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| SARAH RICH | |||||||
| BOARD MEMBER | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| TAMARA JOSEPH | |||||||
| BOARD MEMBER | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| TERHILDA GARRIDO | |||||||
| BOARD MEMBER | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| VIRGINIA PRYOR | |||||||
| BOARD MEMBER | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| VIVIAN VASALLO | |||||||
| BOARD MEMBER | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| BLAYNE CUTLER MDPHD | |||||||
| PRESIDENT AND CEO | 40.00 | $566,393 | $0 | $113,521 | Yes (X) | ||
| BRIAN GIESELER | |||||||
| CHIEF FINANCIAL OFFICER | 40.00 | $369,257 | $0 | $77,371 | Yes (X) | ||
| ELIZABETH POWER ROBISON | |||||||
| CHIEF ADVANCEMENT OFFICER | 40.00 | $299,578 | $0 | $18,137 | Yes (X) | ||
| PETER DALE | |||||||
| CHIEF PROGRAM OFFICER | 40.00 | $338,096 | $0 | $63,357 | Yes (X) | ||
| TIMOTHY SEIFERT | |||||||
| CHIEF HR OFFICER | 40.00 | $354,394 | $0 | $58,821 | Yes (X) | ||
| ALI P MODARESSI | |||||||
| EXECUTIVE DIRECTOR - LANES PROGRAM | 40.00 | $269,908 | $0 | $33,681 | Yes (X) | ||
| JO KAY GHOSH | |||||||
| DIRECTOR OF RESEARCH AND EVALUATION | 40.00 | $233,948 | $0 | $34,507 | Yes (X) | ||
| JOSEPH A MANGARAPU SELVARAJ | |||||||
| IT DIRECTOR - BUSINESS APPLICATIONS | 40.00 | $304,342 | $0 | $37,020 | Yes (X) | ||
| KEVIN TRAN | |||||||
| CONTROLLER | 40.00 | $274,122 | $0 | $36,313 | Yes (X) | ||
| KIRAN SALUJA | |||||||
| EXECUTIVE DIRECTOR - PHFE WIC PROGRAM | 40.00 | $248,884 | $0 | $47,018 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $3,258,922 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $519,746 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 243 | 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 |
|---|---|---|---|---|---|
| JANEO LLC DBA ELEMENTS PHARMACY | |||||
| 12602 VENTURA BLVD STUDIO CITY C | STUDIO CITY | CA | 91604 | MOBILE VACCINATION SITES | $797,000 |
| WEBSTER KAPLAN LLP | |||||
| 16830 VENTURA BLVD SUITE 130 | ENCINO | CA | 91436 | LEGAL | $762,719 |
| CENTURY GROUP | |||||
| 222 N PACIFIC COAST HWY STE 2150 | EL SEGUNDO | CA | 90245 | RECRUITMENT | $331,279 |
| FOLEY AND LARDNER LLP | |||||
| 555 S FLOWER ST SUITE 3300 | LOS ANGELES | CA | 90071 | LEGAL | $221,326 |
| EMPHASIS MEDIA LLC | |||||
| 1625 S MOORINGS DR | WILMINGTON | NC | 28405 | PUBLIC RELATIONS | $211,370 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 15 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $622,702,662 | GovernmentGrantsAmt |
| All Other Contributions | $371,286 | AllOtherContributionsAmt |
| Noncash Contributions | $224,886 | NoncashContributionsAmt |
| Total Contributions | $623,073,948 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| MANAGEMENT FEES | 624100 | $24,871,536 | $24,871,536 |
| PRIVATE CONTRACTS | 624100 | $13,403,450 | $13,403,450 |
| ADMINISTRATIVE FIXED FEES | 900099 | $8,274,794 | $8,274,794 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $46,549,780 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $619,871 | TotalRevenueColumnAmt |
| Exclusion | $619,871 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $51 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $0 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $51 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $51 | TotalRevenueColumnAmt |
| Exclusion | $51 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $912 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $912 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $912 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $670,244,562 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $46,550,692 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $619,922 | 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 | $2,162,784 | TotalAmt |
| Management And General | $1,801,318 | ManagementAndGeneralAmt |
| Fundraising | $361,466 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $136,637,086 | TotalAmt |
| Program Services | $122,591,167 | ProgramServicesAmt |
| Management And General | $13,752,293 | ManagementAndGeneralAmt |
| Fundraising | $293,626 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,002,429 | TotalAmt |
| Program Services | $7,245,566 | ProgramServicesAmt |
| Management And General | $750,704 | ManagementAndGeneralAmt |
| Fundraising | $6,159 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $24,763,758 | TotalAmt |
| Program Services | $22,190,343 | ProgramServicesAmt |
| Management And General | $2,493,940 | ManagementAndGeneralAmt |
| Fundraising | $79,475 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,652,458 | TotalAmt |
| Program Services | $10,459,945 | ProgramServicesAmt |
| Management And General | $1,151,197 | ManagementAndGeneralAmt |
| Fundraising | $41,316 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,789,442 | TotalAmt |
| Program Services | $240,361 | ProgramServicesAmt |
| Management And General | $1,549,081 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $97,945 | TotalAmt |
| Management And General | $97,945 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $124,592 | TotalAmt |
| Management And General | $124,592 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $430,594,451 | TotalAmt |
| Program Services | $428,915,185 | ProgramServicesAmt |
| Management And General | $1,677,550 | ManagementAndGeneralAmt |
| Fundraising | $1,716 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,943,477 | TotalAmt |
| Program Services | $4,907,744 | ProgramServicesAmt |
| Management And General | $35,733 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $954,259 | TotalAmt |
| Program Services | $607,390 | ProgramServicesAmt |
| Management And General | $343,669 | ManagementAndGeneralAmt |
| Fundraising | $3,200 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,987,832 | TotalAmt |
| Program Services | $3,544,503 | ProgramServicesAmt |
| Management And General | $1,443,329 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,056,978 | TotalAmt |
| Program Services | $5,108,905 | ProgramServicesAmt |
| Management And General | $914,810 | ManagementAndGeneralAmt |
| Fundraising | $33,263 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,918,840 | TotalAmt |
| Program Services | $1,548,290 | ProgramServicesAmt |
| Management And General | $342,546 | ManagementAndGeneralAmt |
| Fundraising | $28,004 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,935,382 | TotalAmt |
| Program Services | $1,482,659 | ProgramServicesAmt |
| Management And General | $435,780 | ManagementAndGeneralAmt |
| Fundraising | $16,943 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $38,049 | TotalAmt |
| Management And General | $38,049 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,464,497 | TotalAmt |
| Program Services | $1,031,148 | ProgramServicesAmt |
| Management And General | $433,349 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,330,300 | TotalAmt |
| Program Services | $505,630 | ProgramServicesAmt |
| Management And General | $824,670 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| SUPPLIES | $24,311,655 | $24,311,655 | ||
| MEMBERSHIP/SUBSCRIPTION | $482,155 | $151,840 | $313,759 | $16,556 |
| IN-KIND SUPPLIES | $224,886 | $224,320 | $566 | |
| EQUIP RENTAL & MAINT | $189,113 | $138,521 | $50,592 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $664,662,368 | TotalAmt |
| Program Services | $635,205,172 | ProgramServicesAmt |
| Management And General | $28,575,472 | ManagementAndGeneralAmt |
| Fundraising | $881,724 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $27,979,810 | BOYAmt |
| EOY | $23,007,116 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,446,073 | BOYAmt |
| EOY | $27,984,953 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $212,574,504 | BOYAmt |
| EOY | $222,252,101 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,951,602 | BOYAmt |
| EOY | $2,997,007 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $26,230,917 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $12,890,067 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,085,280 | BOYAmt |
| EOY | $13,340,850 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,784,768 | BOYAmt |
| EOY | $11,448,436 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $960,071 | BOYAmt |
| EOY | $1,067,968 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $269,782,108 | BOYAmt |
| EOY | $302,098,431 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $220,042,987 | BOYAmt |
| EOY | $221,552,654 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,792,009 | BOYAmt |
| EOY | $4,894,698 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,565,221 | BOYAmt |
| EOY | $1,132,116 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $25,697,751 | BOYAmt |
| EOY | $48,153,303 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $249,097,968 | BOYAmt |
| EOY | $275,732,771 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,684,140 | BOYAmt |
| EOY | $26,365,660 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,684,140 | BOYAmt |
| EOY | $26,365,660 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $269,782,108 | BOYAmt |
| EOY | $302,098,431 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $5,582,194 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $99,326 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| 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) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| 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 | $121,296,130 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $582,347,721 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,570,740,411 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $840,712,073 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $623,073,948 | CurrentTaxYearAmt |
| Total | $3,738,170,283 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $121,296,130 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $582,347,721 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,570,740,411 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $840,712,073 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $623,073,948 | CurrentTaxYearAmt |
| Total | $3,738,170,283 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $3,738,170,283 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,208 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $153 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $366 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $73,016 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $619,871 | CurrentTaxYearAmt |
| Total | $696,614 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $72,021 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $39,718 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $36,330 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $62,030 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $912 | CurrentTaxYearAmt |
| Total | $211,011 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $3,739,077,908 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $155,653,138 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.99980 | PublicSupportCY170Pct |
| Public Support PY170 | 0.99990 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: | FormAndLineReferenceDesc |
| Explanation | OTHER INCOME - 2019 AMOUNT: $ 72,021. 2020 AMOUNT: $ 39,718. 2021 AMOUNT: $ 36,330. 2022 AMOUNT: $ 62,030. 2023 AMOUNT: $ 912. | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | 0 | VolunteersInd |
| Paid Staff Or Management | 0 | PaidStaffOrManagementInd |
| Media Advertisements | 0 | MediaAdvertisementsInd |
| Mailings Members | 0 | MailingsMembersInd |
| Publications Or Broadcast | 0 | PublicationsOrBroadcastInd |
| Grants Other Organizations | 0 | GrantsOtherOrganizationsInd |
| Direct Contact Legislators | Yes (1) | DirectContactLegislatorsInd |
| Direct Contact Legislators | $124,592 | DirectContactLegislatorsAmt |
| Rallies Demonstrations | 0 | RalliesDemonstrationsInd |
| Other Activities | 0 | OtherActivitiesInd |
| Total Lobbying Expenditures | $124,592 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | 0 | NotDescribedSection501c3Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART II-B, LINE 1: | FormAndLineReferenceDesc |
| Explanation | ADVOCACY FOR PUBLIC FUNDING PRIORITIES THAT MAY HAVE AN IMPACT ON OUR PROGRAMS. | ExplanationTxt |
Schedule D IRS990ScheduleD
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $946,913 | OtherCostOrOtherBasisAmt |
| Book Value | $946,913 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $5,804,754 | OtherCostOrOtherBasisAmt |
| Depreciation | $271,513 | DepreciationAmt |
| Book Value | $5,533,241 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $775,545 | OtherCostOrOtherBasisAmt |
| Depreciation | $774,377 | DepreciationAmt |
| Book Value | $1,168 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $17,225,187 | OtherCostOrOtherBasisAmt |
| Depreciation | $11,844,177 | DepreciationAmt |
| Book Value | $5,381,010 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,478,518 | OtherCostOrOtherBasisAmt |
| Book Value | $1,478,518 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $13,340,850 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (4 entries)
| DescDesc | AmtAmt |
|---|---|
| ADVANCE ON GRANTOR PAYMENTS | $3,720,566 |
| ACCOUNTABILITY FOR PROGRAM ASSETS | $6,659,317 |
| AGENCY AND OTHER FUNDS PAYABLE | $25,923,071 |
| LEASE LIABILITY | $11,850,349 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $48,153,303 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $670,343,888 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $99,326 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $99,326 | RevenueNotReportedAmt |
| Revenue Subtotal | $670,244,562 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $670,244,562 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $664,662,368 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $664,662,368 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $664,662,368 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART X, LINE 2: | FormAndLineReferenceDesc |
| Explanation | MANAGEMENT EVALUATES UNCERTAINTY IN INCOME TAXES FOR TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN THE COURSE OF PREPARING HELUNA HEALTH'S TAX RETURNS TO DETERMINE WHETHER THE TAX POSITIONS ARE "MORELIKELY- 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. THERE WERE NO UNCERTAIN TAX POSITIONS THAT WERE CONSIDERED MORELIKELY- THAN-NOT OF BEING SUSTAINED BY APPLICABLE TAX AUTHORITIES AS OF JUNE 30, 2024 AND 2023. HELUNA HEALTH'S FEDERAL AND STATE INCOME TAX RETURNS PRIOR TO 2021 AND 2020, RESPECTIVELY, ARE CLOSED AND MANAGEMENT CONTINUALLY EVALUATES EXPIRING STATUTES OF LIMITATIONS, AUDITS, PROPOSED SETTLEMENTS, CHANGES IN TAX LAW AND NEW AUTHORITATIVE RULINGS. | ExplanationTxt |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp (6 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|---|
| NORTH AMERICA | 0 | 0 | PROGRAM SERVICES | RESEARCH SERVICES | $376,048 |
| SOUTH AMERICA | 0 | 0 | PROGRAM SERVICES | LOGISTIC & ADMIN. SERVICES/HIV PREVENTION AND CARE DISPARITY | $278,509 |
| SOUTH ASIA | 0 | 0 | PROGRAM SERVICES | STUDY ANALYSIS & RESEARCH SERVICES | $32,825 |
| EUROPE | 0 | 0 | SUPPORT SERVICES | MAINTENANCE & SUPPORT SERVICES | $27,600 |
| NORTH AMERICA | 0 | 0 | SUPPORT SERVICES | MAINTENANCE & SUPPORT SERVICES | $7,000 |
| EUROPE | 0 | 0 | PROGRAM SERVICES | RESEARCH SERVICES | $4,443 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $726,425 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $726,425 | 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) |
|---|---|---|
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (1) | 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 | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (10 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| BLAYNE CUTLER MDPHD | ||||||||||||||
| PRESIDENT AND CEO | $461,311 | $0 | $105,082 | $0 | $0 | $0 | $69,645 | $0 | $43,876 | $0 | $679,914 | $0 | $0 | $0 |
| BRIAN GIESELER | ||||||||||||||
| CHIEF FINANCIAL OFFICER | $290,032 | $0 | $79,225 | $0 | $0 | $0 | $49,575 | $0 | $27,796 | $0 | $446,628 | $0 | $0 | $0 |
| TIMOTHY SEIFERT | ||||||||||||||
| CHIEF HR OFFICER | $283,869 | $0 | $70,525 | $0 | $0 | $0 | $47,949 | $0 | $10,872 | $0 | $413,215 | $0 | $0 | $0 |
| PETER DALE | ||||||||||||||
| CHIEF PROGRAM OFFICER | $267,471 | $0 | $70,625 | $0 | $0 | $0 | $46,127 | $0 | $17,230 | $0 | $401,453 | $0 | $0 | $0 |
| JOSEPH A MANGARAPU SELVARAJ | ||||||||||||||
| IT DIRECTOR - BUSINESS APPLICATIONS | $240,217 | $0 | $64,125 | $0 | $0 | $0 | $19,204 | $0 | $17,816 | $0 | $341,362 | $0 | $0 | $0 |
| ELIZABETH POWER ROBISON | ||||||||||||||
| CHIEF ADVANCEMENT OFFICER | $238,053 | $0 | $61,525 | $0 | $0 | $0 | $17,975 | $0 | $162 | $0 | $317,715 | $0 | $0 | $0 |
| KEVIN TRAN | ||||||||||||||
| CONTROLLER | $224,997 | $0 | $49,125 | $0 | $0 | $0 | $16,797 | $0 | $19,516 | $0 | $310,435 | $0 | $0 | $0 |
| ALI P MODARESSI | ||||||||||||||
| EXECUTIVE DIRECTOR - LANES PROGRAM | $269,908 | $0 | $0 | $0 | $0 | $0 | $16,680 | $0 | $17,001 | $0 | $303,589 | $0 | $0 | $0 |
| KIRAN SALUJA | ||||||||||||||
| EXECUTIVE DIRECTOR - PHFE WIC PROGRA | $211,084 | $0 | $37,800 | $0 | $0 | $0 | $34,840 | $0 | $12,178 | $0 | $295,902 | $0 | $0 | $0 |
| JO KAY GHOSH | ||||||||||||||
| DIRECTOR OF RESEARCH AND EVALUATION | $189,923 | $0 | $44,025 | $0 | $0 | $0 | $14,559 | $0 | $19,948 | $0 | $268,455 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 4B | EXECUTIVE NON-QUALIFIED 457(F) PLAN: DURING THE YEAR ENDED JUNE 30, 2020, HELUNA HEALTH ESTABLISHED A SUPPLEMENTAL RETIREMENT PLAN FOR CERTAIN ELIGIBLE SENIOR EXECUTIVES. THE PLAN IS A NON-QUALIFIED DEFERRED COMPENSATION PLAN INTENDED TO COMPLY WITH IRS CODE SECTION 457(F). CONTRIBUTIONS TO THE PLAN REMAIN UNRESTRICTED ASSETS OF HELUNA HEALTH UNTIL THE PLAN VESTING REQUIREMENTS ARE MET. EMPLOYER CONTRIBUTION PLUS ANY UNREALIZED GAIN OR LOSS AMOUNTED TO $684,168 FOR THE YEAR ENDED JUNE 30, 2024. THE FOLLOWING INDIVIDUALS PARTICIPATED IN THE 457(F) PLAN DURING THE YEAR ENDED JUNE 30, 2024: - BLAYNE CUTLER, M.D., PH.D. - BRIAN GIESELER - PETER DALE - TIMOTHY SEIFERT - KIRAN SALUJA |
| PART I, LINE 7 | INCLUDED IN SCHEDULE J, COLUMN B(II) ARE AMOUNTS REPRESENTING BONUSES. THE BONUS AMOUNTS WERE APPROVED BY THE BOARD OF DIRECTORS WHEN THEY APPROVED 1) THE ANNUAL BUDGET FOR HELUNA HEALTH 2) THE CEO'S SPECIFIC BONUS, AND 3) THE CEO HAVING THE AUTHORITY TO AWARD BONUSES TO OTHER HELUNA HEALTH EMPLOYEES. ANY BONUSES AWARDED ARE INCLUDED IN EACH INDIVIDUAL'S 2023 W-2. |
Schedule M IRS990ScheduleM
Other Non Cash Contri Table OtherNonCashContriTableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Desc | DIAPERS/OTHER | Desc |
| Contribution | 978184 | ContributionCnt |
| Noncash Contributions Rpt F990 | $224,886 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, COLUMN (B): | FormAndLineReferenceDesc |
| Explanation | COLUMN B REPRESENTS NUMBER OF CONTRIBUTIONS. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | FORM 990 IS REVIEWED AND APPROVED BY A BOARD-APPOINTED AUDIT COMMITTEE WITH COPIES OF THE FORM PROVIDED TO ALL THE BOARD MEMBERS. |
| FORM 990, PART VI, SECTION B, LINE 12C | THERE IS AN 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 AND MANAGED BY THE BOARD'S GOVERNANCE COMMITTEE. |
| FORM 990, PART VI, SECTION B, LINE 15A | COMPENSATION IS REVIEWED IN RELATIONSHIP TO MARKET AND SUBJECT TO VOTE BY THE FULL BOARD. |
| FORM 990, PART VI, SECTION C, LINE 19 | AUDITED FINANCIAL STATEMENTS AND OTHER GOVERNING DOCUMENTS ARE POSTED ON THE ORGANIZATION'S WEBSITE (WWW.HELUNAHEALTH.ORG). OTHER MATERIALS ARE AVAILABLE UPON REQUEST. |
| FORM 990, PART IX, LINE 11G | OTHER PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 6,279,814. MANAGEMENT AND GENERAL EXPENSES 157,213. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 6,437,027. SUBCONTRACTORS: PROGRAM SERVICE EXPENSES 159,422,700. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 159,422,700. OUTSIDE SERVICES: PROGRAM SERVICE EXPENSES 1,957,154. MANAGEMENT AND GENERAL EXPENSES 1,520,337. FUNDRAISING EXPENSES 1,716. TOTAL EXPENSES 3,479,207. SUBRECIPIENTS: PROGRAM SERVICE EXPENSES 261,255,517. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 261,255,517. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | 315 WASHINGTON STREET OWNER LLC | BusinessNameLine1Txt |
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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 873381673 | EIN |
| Primary Activities | SPECIAL PROJECT ENTITY (SPE) TO HOUSE ACTIVITY OF NORCAL BUILDING PURCHASE | PrimaryActivitiesTxt |
| Legal Domicile State | CA | LegalDomicileStateCd |
| End Of Year Assets | $6,939,126 | EndOfYearAssetsAmt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PUBLIC HEALTH FOUNDATION ENTERPRISES INC | BusinessNameLine1Txt |
Comments