PUBLIC HEALTH FOUNDATION INC: Form 990, tax year 2010

View the entire original 990 at ProPublica ↗

Organization
PUBLIC HEALTH FOUNDATION INC (EIN 95-2557063)
Tax period
2010-07-01 to 2011-06-30
Filed
2012-05-10
IRS object ID
201221319349301622
Schema version
2010v3.2
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)
Timestamp2012-05-10T10:12:55-07:00Timestamp
Tax Period End Date2011-06-30TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1Vasin Heyn & CompanyBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line15000 N Parkway Calabasas 301AddressLine1
CityCalabasasCity
StateCAState
ZIP Code91302ZIPCode
FieldValueIRS element (for citing)
Return Type990ReturnType
Tax Period Begin Date2010-07-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN952557063EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1Public Health Foundation EnterprisesIncBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlPUBLNameControl
Phone5626997320Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line112801 Crossroads ParkwaySte 200AddressLine1
CityCity of IndustryCity
StateCAState
ZIP Code91746ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameMark BertlerName
TitlePresident & CEOTitle
Date Signed2012-05-10DateSigned

Preparer Preparer

FieldValueIRS element (for citing)
NameRolland VasinName
Phone8182223500Phone
FieldValueIRS element (for citing)
Tax Year2010TaxYear
Build TS2016-02-24 21:20:13ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Name Of Principal Officer PersonMark BertlerNameOfPrincipalOfficerPerson

Address Principal Officer US AddressPrincipalOfficerUS

FieldValueIRS element (for citing)
Address Line112801 Crossroads ParkwayAddressLine1
CityCity of IndustryCity
StateCAState
ZIP Code91746ZIPCode
FieldValueIRS element (for citing)
Gross Receipts135081210GrossReceipts
Group Return For AffiliatesfalseGroupReturnForAffiliates
All Affiliates IncludedfalseAllAffiliatesIncluded
Organization501c3XOrganization501c3
Web Sitewww.phfe.orgWebSite
Type Of Organization CorporationXTypeOfOrganizationCorporation
Year Formation1968YearFormation
State Legal DomicileCAStateLegalDomicile
Activity Or Mission DescriptionThe mission of PHFE is to promote the health and well-being of individuals, communities, the nation and the world.ActivityOrMissionDescription
Nbr Voting Members Governing Body11NbrVotingMembersGoverningBody
Nbr Independent Voting Members11NbrIndependentVotingMembers
Total Nbr Employees1781TotalNbrEmployees
Total Nbr Volunteers981TotalNbrVolunteers
Total Gross UBI0TotalGrossUBI
Contributions Grants Prior Year112487723ContributionsGrantsPriorYear
Contributions Grants Current Year120802948ContributionsGrantsCurrentYear
Program Service Revenue Prior Year4762041ProgramServiceRevenuePriorYear
Program Service Revenue CY4923486ProgramServiceRevenueCY
Investment Income Prior Year-174025InvestmentIncomePriorYear
Investment Income Current Year0InvestmentIncomeCurrentYear
Other Revenue Prior Year9444520OtherRevenuePriorYear
Other Revenue Current Year9354776OtherRevenueCurrentYear
Total Revenue Prior Year126520259TotalRevenuePriorYear
Total Revenue Current Year135081210TotalRevenueCurrentYear
Grants And Similar Amnts CY0GrantsAndSimilarAmntsCY
Benefits Paid To Members CY0BenefitsPaidToMembersCY
Salaries Etc Prior Year79242445SalariesEtcPriorYear
Salaries Etc Current Year85716406SalariesEtcCurrentYear
Total Prof Fundrsng Exp CY0TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year0TotalFundrsngExpCurrentYear
Other Expense Prior Year48817761OtherExpensePriorYear
Other Expenses Current Year50038642OtherExpensesCurrentYear
Total Expenses Prior Year128060206TotalExpensesPriorYear
Total Expenses Current Year135755048TotalExpensesCurrentYear
Revenues Less Expenses Prior Year-1539947RevenuesLessExpensesPriorYear
Revenues Less Expenses CY-673838RevenuesLessExpensesCY
Total Assets BOY26654385TotalAssetsBOY
Total Assets EOY25349692TotalAssetsEOY
Total Liabilities BOY18836445TotalLiabilitiesBOY
Total Liabilities EOY18205590TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY7817940NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY7144102NetAssetsOrFundBalancesEOY
Info In Schedule O Part IIIXInfoInScheduleOPartIII
Mission DescriptionThe mission of PHFE is to promote the health and well-being of individuals, communities, the nation and the world.MissionDescription
Significant New Program ServicesfalseSignificantNewProgramServices
Significant ChangefalseSignificantChange
Expense54826385Expense
DescriptionWIC Program #0005 - This program provides nutritional resources to children and their families for pregnant women and children 0 - 5 years old.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, WIC's goal 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.Description

Activity2 Activity2

FieldValueIRS element (for citing)
Expense29138015Expense
DescriptionOther Programs$29,138,015Description

Activity3 Activity3

FieldValueIRS element (for citing)
Expense4651158Expense
DescriptionRENEW - 2344 - To provide qualified personnel, consultants and subcontracts to perform vital work for the CDC and prevention grant funded project for obesity prevention in Los Angeles County.PHFE Objectives: To hire personnel and conduct Human Resources activities such as collecting and approving time cards, evaluating employees' performances, and providing administrative training updates for hired staff.Project Summary: RENEW seeks to implement policy, systems, and environmental changes to improve nutrition, increase physical activity, and reduce obesity across the entire county jurisdiction. To achieve these objectives, the Los Angeles County Department of Public Health will partner with cities, including the City of Los Angeles; school districts, including the Los Angeles Unified School District; the County Office of Education; two city health departments, Long Beach and Pasadena; County Departments of Regional Planning and Public Works; a rich array of community organizations, coalitions, task forces, foundation, and voluntary organizations; the health care and business communities; and a strong team of technical consultants. Project RENEW will implement a coordinated community action plan that includes intervention in the 5 designated strategy areas (media, access, point of purchase/promotion, price and social support and services). PHFE will provide personnel services and support to project RENEW. PHFE's staff will report to and will be under the supervision of the Department of Public Health, Division of Chronic Disease and Injury Prevention. Goals for FY ending 6/30/2011 was to have 100% personnel hired.TRUST (Tobacco Reduction Using Effective Strategies & Teamwork)2344.001.902&Peer Mentoring, Consultative Support & Training Initiative2344.001.903PHFE Objectives: To provide qualified personnel to, consultants and subcontracts to perform vital work for the CDC funded tobacco prevention grant in Los Angeles County.Project Summary: TRUST will implement policy, systems and environmental changes to create a social milieu and legal climate where tobacco is less acceptable. Project TRUST aims to further reduce smoking prevalence and decrease exposure to secondhand smoke, especially in disadvantaged communities. To achieve these objectives, Project TRUST will work with a broad and diverse network of community coalitions; cities; school districts, including the Los Angeles Unified School Districts; two city health departments, Long Beach and Pasadena; a strong team of community leaders and technical consultants; and existing DPH infrastructure and resources across the entire county jurisdiction. The Project TRUST initiative will implement a coordinated community action plan that includes intervention in the 5 designated strategy areas (media, access, point of purchase/promotion, price and social support and services). PHFE will provide personnel services in support of the initiative. Project TRUST staff will report to and will be under the supervision of the Tobacco Control & Prevention Program, Division of Chronic Disease and Injury Prevention in the Los Angeles County Department of Public Health.Goals for FY ending 6/30/2011 was to have 100% personnel hired.Description
FieldValueIRS element (for citing)
Total Of Other Program Service Exp38019720TotalOfOtherProgramServiceExp
Total Program Service Expense126635278TotalProgramServiceExpense
Described In501 C3trueDescribedIn501C3
Schedule B RequiredfalseScheduleBRequired
Political ActivitiesfalsePoliticalActivities
Lobbying ActivitiesfalseLobbyingActivities
Subject To Proxy TaxfalseSubjectToProxyTax
Donor Advised FundsfalseDonorAdvisedFunds
Conservation EasementsfalseConservationEasements
Collections Of ArtfalseCollectionsOfArt
Credit CounselingfalseCreditCounseling
Term Or Permanent EndowmentsfalseTermOrPermanentEndowments
Report Land Bldg EquiptrueReportLandBldgEquip
Report Invest Oth SecuritiesfalseReportInvestOthSecurities
Report Prog Rel InvestfalseReportProgRelInvest
Report Other AssetsfalseReportOtherAssets
Report Other LiabilitiestrueReportOtherLiabilities
Report Fin48 FootnotefalseReportFin48Footnote
Independent Audit Financial StmttrueIndependentAuditFinancialStmt
Consolidated Audit Financial StmtfalseConsolidatedAuditFinancialStmt
SchoolfalseSchool
Foreign OfficefalseForeignOffice
Foreign ActivitiesfalseForeignActivities
More Than5000 K To OrganizationsfalseMoreThan5000KToOrganizations
More Than5000 K To IndividualsfalseMoreThan5000KToIndividuals
Professional FundraisingfalseProfessionalFundraising
Fundraising ActivitiesfalseFundraisingActivities
GamingfalseGaming
HospitalfalseHospital
Grants To OrganizationsfalseGrantsToOrganizations
Grants To IndividualsfalseGrantsToIndividuals
Schedule J RequiredtrueScheduleJRequired
Tax Exempt BondsfalseTaxExemptBonds
Invest Tax Exempt BondsfalseInvestTaxExemptBonds
Escrow AccountfalseEscrowAccount
On Behalf Of IssuerfalseOnBehalfOfIssuer
Excess Benefit TransactionfalseExcessBenefitTransaction
Prior Excess Benefit TransactionfalsePriorExcessBenefitTransaction
Loan To Officer Or DQPfalseLoanToOfficerOrDQP
Grant To Related PersonfalseGrantToRelatedPerson
Bsnss Rltnshp With OrganizationfalseBsnssRltnshpWithOrganization
Bsnss Rltnshp Thru Family MemberfalseBsnssRltnshpThruFamilyMember
Officer Entity With Bsnss RltnshpfalseOfficerEntityWithBsnssRltnshp
Deductible Non Cash ContributionsfalseDeductibleNonCashContributions
Deductible Contributions Of ArtfalseDeductibleContributionsOfArt
TerminatedfalseTerminated
Partial LiquidationfalsePartialLiquidation
Disregarded EntityfalseDisregardedEntity
Related EntityfalseRelatedEntity
Related Org Controlled EntityfalseRelatedOrgControlledEntity
Transaction Related EntityfalseTransactionRelatedEntity
Transfers To Exempt Non Chrtbl OrgfalseTransfersToExemptNonChrtblOrg
Activities Conducted PartnershipfalseActivitiesConductedPartnership
Schedule O RequiredtrueScheduleORequired
Number Forms Transmitted With1096355NumberFormsTransmittedWith1096
Number W2 G Included0NumberW2GIncluded
Compliance With Backup WitholdingtrueComplianceWithBackupWitholding
Number Of Employees1781NumberOfEmployees
Employment Tax Returns FiledtrueEmploymentTaxReturnsFiled
Unrelated Business IncomefalseUnrelatedBusinessIncome
Form990-T FiledfalseForm990-TFiled
Foreign Financial AccountfalseForeignFinancialAccount
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTrans
Taxable Party NotificationfalseTaxablePartyNotification
Form8886 T FiledfalseForm8886TFiled
Non Deductible ContributionsfalseNonDeductibleContributions
Non Deductible DisclosurefalseNonDeductibleDisclosure
Quid Pro Quo ContributionsfalseQuidProQuoContributions
Quid Pro Quo DisclosurefalseQuidProQuoDisclosure
Form8282 Property Disposed OffalseForm8282PropertyDisposedOf
Number Of8282 Filed0NumberOf8282Filed
Funds To Pay PremiumsfalseFundsToPayPremiums
Premiums PaidfalsePremiumsPaid
Form8899 FiledfalseForm8899Filed
Form1098 C FiledfalseForm1098CFiled
Excess Business HoldingsfalseExcessBusinessHoldings
Taxable DistributionsfalseTaxableDistributions
Distribution To DonorfalseDistributionToDonor
Filed Lieu1041falseFiledLieu1041
Licensed More Than One StatefalseLicensedMoreThanOneState
Indoor Tanning ServicesfalseIndoorTanningServices
Form720 FiledfalseForm720Filed
Info In Schedule O Part VIXInfoInScheduleOPartVI
Nbr Voting Governing Body Members11NbrVotingGoverningBodyMembers
Number Independent Voting Members11NumberIndependentVotingMembers
Family Or Business RelationshipfalseFamilyOrBusinessRelationship
Delegation Of Management DutiesfalseDelegationOfManagementDuties
Changes To Organizing DocsfalseChangesToOrganizingDocs
Material Diversion Or MisusefalseMaterialDiversionOrMisuse
Members Or StockholdersfalseMembersOrStockholders
Election Of Board MembersfalseElectionOfBoardMembers
Decisions Subject To ApprovalfalseDecisionsSubjectToApproval
Minutes Of Governing BodytrueMinutesOfGoverningBody
Minutes Of CommitteestrueMinutesOfCommittees
Officer Mailing AddresstrueOfficerMailingAddress
Local ChaptersfalseLocalChapters
Policies Reference ChaptersfalsePoliciesReferenceChapters
Form990 Provided To Governing BodytrueForm990ProvidedToGoverningBody
Conflict Of Interest PolicytrueConflictOfInterestPolicy
Annual Disclosure Covered PersonstrueAnnualDisclosureCoveredPersons
Regular Monitoring EnforcementtrueRegularMonitoringEnforcement
Whistleblower PolicytrueWhistleblowerPolicy
Document Retention PolicytrueDocumentRetentionPolicy
Compensation Process CEOtrueCompensationProcessCEO
Compensation Process OtherfalseCompensationProcessOther
Investment In Joint VenturefalseInvestmentInJointVenture
Written Policy Or ProcedurefalseWrittenPolicyOrProcedure
States Where Copy Of Return Is FiledCAStatesWhereCopyOfReturnIsFiled
Own WebsiteXOwnWebsite

The Books Are In Care Of TheBooksAreInCareOf

FieldValueIRS element (for citing)
Name PersonSusan VackoNamePerson
Telephone Number5622227842TelephoneNumber

Address US AddressUS

FieldValueIRS element (for citing)
Address Line112801 Crossroads Parkway SouthAddressLine1
CityCity of IndustryCity
StateCAState
ZIP Code91746ZIPCode

Form990 Part VII Section A Form990PartVIISectionA (21 entries)

TitleTitleAverage Hours Per WeekAverageHoursPerWeekIndividual Trustee Or DirectorIndividualTrusteeOrDirectorReportable Comp From OrganizationReportableCompFromOrganizationReportable Comp From Related OrgsReportableCompFromRelatedOrgsOther CompensationOtherCompensationKey EmployeeKeyEmployeeOfficerOfficerHighest Compensated EmployeeHighestCompensatedEmployee
Teri Burley
Director2.00X000
Susan Vacko
Director of Operations40.00157739013517X
Susan De Santi
Director2.00X000
Peter Jacobson
2nd Vice Chair2.00X000X
Patrick M Libbey
Director2.00X000
Patricia Burgess
Director2.00X000
Moupali Das
Director40.0012974906750X
Michael S Ascher MD
Chair5.00X000X
Michael Gomez
Secretary2.00X000X
Mark Bertler
President & CEO40.00268266021646X
Karen Angel
Treasurer2.00X000X
Jude Lauren
IT Director40.00155148012055X
Jerry Jensen
Director2.00X000
Jeffrey Ditty
Principal Consult40.00161868013908X
Jackie J Allen
Senior Consultant40.00135997010496X
Gregory Smith
Director of Cons Serv40.00201054015711X
Erik D Ramanathan
Director2.00X000
Eloise Jenks
Exec Dir, WIC40.00137643011037X
Daniele Gonzalez
HR Director40.00135205011114X
Bruce Lai
1st Vice Chair2.00X000X
Albert Liu
Clinician40.0013632407248X
FieldValueIRS element (for citing)
Total Reportable Comp From Org1618993TotalReportableCompFromOrg
Total Other Compensation123482TotalOtherCompensation
Number Individuals GT100 K52NumberIndividualsGT100K
Formers ListedfalseFormersListed
Total Comp GT150 KtrueTotalCompGT150K
Compensation From Other SourcesfalseCompensationFromOtherSources

Contractor Compensation ContractorCompensation (4 entries)

Address Line1AddressOfContractor/AddressUS/AddressLine1CityAddressOfContractor/AddressUS/CityStateAddressOfContractor/AddressUS/StateZIP CodeAddressOfContractor/AddressUS/ZIPCodeDescription Of ServicesDescriptionOfServicesCompensationCompensation
Mary Beth Parson
11384 Firerock DriveParkerCO80134Oversee OCPRHIO103090
Jan C Spencley
3450 Third Avenue Ste 510San DiegoCA92103Emer Preparedness158333
Diane Akers
716 Curtis StreetAlbanyCA94706Hospital Assessments135000
Artin Rebekale
400 S Main Street 308Los AngelesCA90013Provide HL7 Inter Pg130477
FieldValueIRS element (for citing)
Number Of Contractors GT100 K4NumberOfContractorsGT100K
Government Grants119813535GovernmentGrants
All Other Contributions989413AllOtherContributions
Total Contributions120802948TotalContributions

Program Service Revenue ProgramServiceRevenue

FieldValueIRS element (for citing)
DescriptionPrivate ContractsDescription
Total Revenue Column4923486TotalRevenueColumn
Related Or Exempt Function Income4923486RelatedOrExemptFunctionIncome
FieldValueIRS element (for citing)
Total Program Service Revenue4923486TotalProgramServiceRevenue

Investment Income InvestmentIncome

FieldValueIRS element (for citing)
Total Revenue Column0TotalRevenueColumn

Income From Invest Bond Proceeds IncomeFromInvestBondProceeds

FieldValueIRS element (for citing)
Total Revenue Column0TotalRevenueColumn

Royalties Revenue RoyaltiesRevenue

FieldValueIRS element (for citing)
Total Revenue Column0TotalRevenueColumn

Net Rental Income Or Loss NetRentalIncomeOrLoss

FieldValueIRS element (for citing)
Total Revenue Column0TotalRevenueColumn

Net Gain Or Loss Investments NetGainOrLossInvestments

FieldValueIRS element (for citing)
Total Revenue Column0TotalRevenueColumn

Net Income From Fundraising Events NetIncomeFromFundraisingEvents

FieldValueIRS element (for citing)
Total Revenue Column0TotalRevenueColumn

Net Income From Gaming NetIncomeFromGaming

FieldValueIRS element (for citing)
Total Revenue Column0TotalRevenueColumn

Net Income Or Loss NetIncomeOrLoss

FieldValueIRS element (for citing)
Total Revenue Column0TotalRevenueColumn

Other Revenue Misc OtherRevenueMisc (3 entries)

DescriptionDescriptionTotal Revenue ColumnTotalRevenueColumnRelated Or Exempt Function IncomeRelatedOrExemptFunctionIncome
Other Income5628756287
Management Fees86387878638787
Administrative Fees659702659702
FieldValueIRS element (for citing)
Total Other Revenue9354776TotalOtherRevenue

Total Revenue TotalRevenue

FieldValueIRS element (for citing)
Total Revenue Column135081210TotalRevenueColumn
Related Or Exempt Function Income14278262RelatedOrExemptFunctionIncome

Grants To Domestic Orgs GrantsToDomesticOrgs

FieldValueIRS element (for citing)
Total0Total

Grants To Domestic Individuals GrantsToDomesticIndividuals

FieldValueIRS element (for citing)
Total0Total

Foreign Grants ForeignGrants

FieldValueIRS element (for citing)
Total0Total

Benefits To Members BenefitsToMembers

FieldValueIRS element (for citing)
Total0Total

Comp Current Officers Directors CompCurrentOfficersDirectors

FieldValueIRS element (for citing)
Total892407Total
Management And General892407ManagementAndGeneral

Comp Disqual Persons CompDisqualPersons

FieldValueIRS element (for citing)
Total0Total

Other Salaries And Wages OtherSalariesAndWages

FieldValueIRS element (for citing)
Total68287011Total
Program Services64846047ProgramServices
Management And General3440964ManagementAndGeneral

Pension Plan Contributions PensionPlanContributions

FieldValueIRS element (for citing)
Total0Total

Other Employee Benefits OtherEmployeeBenefits

FieldValueIRS element (for citing)
Total10942413Total
Program Services10284337ProgramServices
Management And General658076ManagementAndGeneral

Payroll Taxes PayrollTaxes

FieldValueIRS element (for citing)
Total5594575Total
Program Services5275575ProgramServices
Management And General319000ManagementAndGeneral

Fees For Services Management FeesForServicesManagement

FieldValueIRS element (for citing)
Total0Total

Fees For Services Legal FeesForServicesLegal

FieldValueIRS element (for citing)
Total0Total

Fees For Services Accounting FeesForServicesAccounting

FieldValueIRS element (for citing)
Total0Total

Fees For Services Lobbying FeesForServicesLobbying

FieldValueIRS element (for citing)
Total0Total

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total0Total

Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees

FieldValueIRS element (for citing)
Total0Total

Fees For Services Other FeesForServicesOther

FieldValueIRS element (for citing)
Total0Total

Advertising Advertising

FieldValueIRS element (for citing)
Total0Total

Office Expenses OfficeExpenses

FieldValueIRS element (for citing)
Total284918Total
Management And General284918ManagementAndGeneral

Information Technology InformationTechnology

FieldValueIRS element (for citing)
Total0Total

Royalties Royalties

FieldValueIRS element (for citing)
Total0Total

Occupancy Occupancy

FieldValueIRS element (for citing)
Total0Total

Travel Travel

FieldValueIRS element (for citing)
Total2590043Total
Program Services2461943ProgramServices
Management And General128100ManagementAndGeneral

Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials

FieldValueIRS element (for citing)
Total0Total

Conferences Meetings ConferencesMeetings

FieldValueIRS element (for citing)
Total814271Total
Program Services677139ProgramServices
Management And General137132ManagementAndGeneral

Interest Interest

FieldValueIRS element (for citing)
Total71834Total
Management And General71834ManagementAndGeneral

Payments To Affiliates PaymentsToAffiliates

FieldValueIRS element (for citing)
Total0Total

Depreciation Depletion DepreciationDepletion

FieldValueIRS element (for citing)
Total723912Total
Management And General723912ManagementAndGeneral

Insurance Insurance

FieldValueIRS element (for citing)
Total405432Total
Program Services73575ProgramServices
Management And General331857ManagementAndGeneral

Other Expenses OtherExpenses (5 entries)

DescriptionDescriptionTotalTotalProgram ServicesProgramServicesManagement And GeneralManagementAndGeneral
Supplies45599444559944
Subcontractors1235647712356477
Rent64582455830011628234
Indirect Costs93130629313062
Consultants55379765537976

All Other Expenses AllOtherExpenses

FieldValueIRS element (for citing)
Total6922528Total
Program Services5419192ProgramServices
Management And General1503336ManagementAndGeneral

Total Functional Expenses TotalFunctionalExpenses

FieldValueIRS element (for citing)
Total135755048Total
Program Services126635278ProgramServices
Management And General9119770ManagementAndGeneral
Fundraising0Fundraising

Cash Non Interest Bearing CashNonInterestBearing

FieldValueIRS element (for citing)
BOY4961494BOY
EOY7719944EOY

Savings And Temp Cash Investments SavingsAndTempCashInvestments

FieldValueIRS element (for citing)
EOY0EOY

Pledges And Grants Receivable PledgesAndGrantsReceivable

FieldValueIRS element (for citing)
BOY56126BOY
EOY77088EOY

Accounts Receivable AccountsReceivable

FieldValueIRS element (for citing)
BOY19788461BOY
EOY15989451EOY

Receivables From Officers Etc ReceivablesFromOfficersEtc

FieldValueIRS element (for citing)
EOY0EOY

Receivables From Disqual Persons ReceivablesFromDisqualPersons

FieldValueIRS element (for citing)
EOY0EOY

Other Notes Loans Receivable Net OtherNotesLoansReceivableNet

FieldValueIRS element (for citing)
EOY0EOY

Inventories For Sale Or Use InventoriesForSaleOrUse

FieldValueIRS element (for citing)
EOY0EOY

Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges

FieldValueIRS element (for citing)
BOY90028BOY
EOY250922EOY
FieldValueIRS element (for citing)
Land Buildings Equipment Basis3472411LandBuildingsEquipmentBasis
Land Bldg Equipment Accum Deprec2209006LandBldgEquipmentAccumDeprec

Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet

FieldValueIRS element (for citing)
BOY1747979BOY
EOY1263405EOY

Investments Pub Traded Securities InvestmentsPubTradedSecurities

FieldValueIRS element (for citing)
EOY0EOY

Investments Other Securities InvestmentsOtherSecurities

FieldValueIRS element (for citing)
EOY0EOY

Investments Program Related InvestmentsProgramRelated

FieldValueIRS element (for citing)
EOY0EOY

Intangible Assets IntangibleAssets

FieldValueIRS element (for citing)
EOY0EOY

Other Assets Total OtherAssetsTotal

FieldValueIRS element (for citing)
BOY10297BOY
EOY48882EOY

Total Assets TotalAssets

FieldValueIRS element (for citing)
BOY26654385BOY
EOY25349692EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

FieldValueIRS element (for citing)
BOY4746451BOY
EOY5087198EOY

Grants Payable GrantsPayable

FieldValueIRS element (for citing)
BOY248894BOY
EOY190254EOY

Other Liabilities OtherLiabilities

FieldValueIRS element (for citing)
BOY13841100BOY
EOY12928138EOY

Total Liabilities TotalLiabilities

FieldValueIRS element (for citing)
BOY18836445BOY
EOY18205590EOY
FieldValueIRS element (for citing)
Follow SFAS117XFollowSFAS117

Unrestricted Net Assets UnrestrictedNetAssets

FieldValueIRS element (for citing)
BOY5682846BOY
EOY6115120EOY

Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets

FieldValueIRS element (for citing)
BOY2135094BOY
EOY1028982EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY7817940BOY
EOY7144102EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY26654385BOY
EOY25349692EOY
FieldValueIRS element (for citing)
Reconcilation Revenue Expenses-673838ReconcilationRevenueExpenses
Method Of Accounting AccrualXMethodOfAccountingAccrual
Accountant Compile Or ReviewfalseAccountantCompileOrReview
FS AuditedtrueFSAudited
Audit CommitteetrueAuditCommittee
Financial Statement SeparateXFinancialStatementSeparate
Federal Grant Audit RequiredtrueFederalGrantAuditRequired
Federal Grant Audit PerformedtrueFederalGrantAuditPerformed

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Publicly Supported Org170b1 AviXPubliclySupportedOrg170b1Avi

Gifts Grants Contrib Received170 GiftsGrantsContribReceived170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years107036832CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years116458986CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years111809017CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year112487723CurrentTaxYearMinus1Year
Current Tax Year120802948CurrentTaxYear
Total568595506Total

Tax Rev Levied For Org Benefit170 TaxRevLeviedForOrgBenefit170

FieldValueIRS element (for citing)
Total0Total

Value Srvc Fclts Furnished By Govt ValueSrvcFcltsFurnishedByGovt

FieldValueIRS element (for citing)
Total0Total

Total170 Total170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years107036832CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years116458986CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years111809017CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year112487723CurrentTaxYearMinus1Year
Current Tax Year120802948CurrentTaxYear
Total568595506Total
FieldValueIRS element (for citing)
Amounts Subst Contributors Total0AmountsSubstContributorsTotal
Public Support Total170568595506PublicSupportTotal170

Gross Investment Income170 GrossInvestmentIncome170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years105903CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years33250CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years33251CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year8414CurrentTaxYearMinus1Year
Total180818Total

Net UBI NetUBI

FieldValueIRS element (for citing)
Total0Total

Other Income170 OtherIncome170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years8000922CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years8422250CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years8579365CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year9444520CurrentTaxYearMinus1Year
Current Tax Year9354776CurrentTaxYear
Total43801833Total
FieldValueIRS element (for citing)
Total Support612578157TotalSupport
Public Support Pertcentage1700.92820PublicSupportPertcentage170
Public Support Pertcent Prior Year0.92850PublicSupportPertcentPriorYear
Thirty Three Percnt Tests CY170XThirtyThreePercntTestsCY170

Schedule D IRS990ScheduleD

Leasehold Improvements LeaseholdImprovements

FieldValueIRS element (for citing)
Other Cost Or Other Basis118992OtherCostOrOtherBasis
Depreciation82634Depreciation
Book Value36358BookValue

Equipment Equipment

FieldValueIRS element (for citing)
Other Cost Or Other Basis2300739OtherCostOrOtherBasis
Depreciation1376317Depreciation
Book Value924422BookValue

Other Land Buildings OtherLandBuildings

FieldValueIRS element (for citing)
Other Cost Or Other Basis1052680OtherCostOrOtherBasis
Depreciation750055Depreciation
Book Value302625BookValue
FieldValueIRS element (for citing)
Total Of Book Value Land Buildings1263405TotalOfBookValueLandBuildings

Other Liabilities OtherLiabilities (4 entries)

DescriptionDescriptionAmountAmount
Capital Leases Payable$654,599
Advance Grantor Payments$1,725,941
Accrued Payroll and Related Liabilities$8,246,859
Accountability for Program Fixed Assets$2,300,739
FieldValueIRS element (for citing)
Total Of Amounts12928138TotalOfAmounts
Total Revenue135081210TotalRevenue
Total Expenses135755048TotalExpenses
Excess Or Deficit For Year-673838ExcessOrDeficitForYear
Excess Or Deficit Per FS-673838ExcessOrDeficitPerFS
Tot Revenue Etc Audited Fincl Stmt135608703TotRevenueEtcAuditedFinclStmt
Donated Srvc And Use Of Facilities527493DonatedSrvcAndUseOfFacilities
Revenue Not Rptd F990527493RevenueNotRptdF990
Revenue Subtotal135081210RevenueSubtotal
Total Revenue Per Form990135081210TotalRevenuePerForm990
Tot Expenses Etc Audited Fincl Stmt136282541TotExpensesEtcAuditedFinclStmt
Donated Services Use Of Facilities527493DonatedServicesUseOfFacilities
Expenses Not Rptd F990527493ExpensesNotRptdF990
Expenses Subtotal135755048ExpensesSubtotal
Total Expenses Per Form990135755048TotalExpensesPerForm990

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Compensation CommitteeXCompensationCommittee
Form990 Of Other OrganizationsXForm990OfOtherOrganizations
Written Employment ContractXWrittenEmploymentContract
Board Or Committee ApprovalXBoardOrCommitteeApproval
Severance PaymentfalseSeverancePayment
Supplemental Nonqual Retire PlanfalseSupplementalNonqualRetirePlan
Equity Based Comp ArrangementfalseEquityBasedCompArrangement
Comp Based On Revenue Of Filing OrgfalseCompBasedOnRevenueOfFilingOrg
Comp Based On Revenue Related OrgsfalseCompBasedOnRevenueRelatedOrgs
Comp Based Net Earnings Filing OrgfalseCompBasedNetEarningsFilingOrg
Comp Based Net Earnings Relate OrgsfalseCompBasedNetEarningsRelateOrgs
Any Non Fixed PaymentsfalseAnyNonFixedPayments
Initial Contract ExceptionfalseInitialContractException
Rebuttable Presumption ProcedurefalseRebuttablePresumptionProcedure

Form990 Schedule J Part II Form990ScheduleJPartII (5 entries)

Base Compensation Filing OrgBaseCompensationFilingOrgOther Compensation Filing OrgOtherCompensationFilingOrgDeferred Comp Filing OrgDeferredCompFilingOrgTotal Compensation Filing OrgTotalCompensationFilingOrg
Susan Vacko
152738500113517171256
Mark Bertler
263265500121646289912
Jude Lauren
150147500112055167203
Jeffrey Ditty
156867500113908175776
Gregory Smith
196053500115711216765

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (6 entries)

IdentifierIdentifierReturn ReferenceReturnReferenceExplanationExplanation
Form 990, Part VI, Line 19Form 990, Part VI, Line 19: Other Organization Documents Publicly AvailableUpon Request
Form 990, Part VI, Line 15bForm 990, Part VI, Line 15b: Compensation Review and Approval Process for Officers and Key EmployeesCEO
Form 990, Part VI, Line 12cForm 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of ConflictsThere is a board orientation where this is discussed and members sign the policy. The policy is then re-signed each year. Any potential conflicts of interest are brought up on an ongoing basis.
Form 990, Part VI, Line 9Form 990, Part VI, Line 9: Officer, Director, Trustee, Key Employee Mailing AddressAnnette Drake - Deceased Board Member
Form 990, Part VI, Line 11Form 990, Part VI, Line 11: Form 990 Review ProcessThe CEO and Director of Operations review the Form 990 with the Finance Committee.
Form 990, Part III, Line 4dForm 990, Part III, Line 4d : Other Program Services DescriptionOTHER PROGRAM SERVICES 4: High Risk Hepatitis B - 0215 - Provide direct immunization services to clients (patients) in public clinics and health care providers in the jurisdiction enrolled in the State Medi-Cal/Child Health and Disability Program; Continue implementation of the regional automated immunization information and reminder system to ensure adequate immunization of all children in the community, whether served by private or public providers, involve public and private immunization providers throughout the local area in the planning and implementation of the automate immunization information and reminder system and outreach to the community to educate and involve them in plans for increasing g immunization coverage rates through the use of the automated registry and recall system. OTHER PROGRAM SERVICES 5: PHFE BIO-TERRORISM Proj - 2008 - Support efforts to recruit and retain qualified staff and subcontractors that perform specialized and vital work needed to prepare for and respond to public health emergencies. Staff will be developing partnerships with large countywide provider organizations such as health plans, school districts, the Vaccines for Children (VFC) Program, community coalitions, pharmacy chains, and medical organizations/associations to ensure these entities understand the importance of using CAIR to document and track Influenza vaccination and use and/or promote the use of CAIR to their providers/schools/members for Influenza activities. The Manager will work with other LA County Department of Public Health (LACDPH) programs and community-based providers to facilitate the use of CAIR during mass vaccination activities; provide CAIR data and work with LACDPH to identify of pockets-of-need for Influenza vaccination, target groups should vaccine need to be prioritized for specific populations (i.e., in the vent of a vaccine shortage), Influenza vaccine uptake trends and vaccination efforts in the private sector; and work to ensure the software is up-to-date and has the features/data fields needed for accurate and timely documentation of Influenza vaccination efforts. OTHER PROGRAM SERVICES 6: 0133 $1,827,783This program with the California Department of Public Health, STD Control Branch (CSTDCB) is for continuing support for the position of Adult Viral Hepatitis Prevention Coordinator. The overall goal of the CDPH adult viral hepatitis coordinator project is to continue to improve the delivery of viral hepatitis prevention services in health-care settings and public health programs serving at risk adults in California. PHFE has worked successfully with this PI for 13 years. PHFE will act as the application, fiscal and administrative agent for the STD Control Branch. OTHER PROGRAM SERVICES 7: 0153 $2,554,513The program will collaborate with local health departments to improve immunization coverage rates in the populations they serve. OTHER PROGRAM SERVICES 8: 0183$2,607,507The program will help to raise or maintain immunization coverage levels to 95% or greater for each immunization required by law for kindergarten students and child care entrants within the Contractor's jurisdiction. To assist and collaborate with local health departments to improve immunization coverage rates in the populations they serve OTHER PROGRAM SERVICES 9: 02154,142,495The program provides direct immunization services to clients (patients) in public clinics and health care providers in the jurisdiction enrolled in the State Medi-Cal/Child Health and Disability Program; Continue implementation of the regional automated immunization information and reminder system to ensure adequate immunization of all children in the community, whether served by private or public providers, involve public and private immunization providers throughout the local area in the planning and implementation of the automate immunization information and reminder system and outreach to the community to educate and involve them in plans for increasing immunization coverage rates though the use of the automated registry and recall system OTHER PROGRAM SERVICES 10: 0235$3,190,099The California Emerging Infections Program (CEIP), one of eleven Emerging Infections Program sites, conducts surveillance for invasive bacterial diseases due to pathogens of public health importance. For each case of invasive disease in the study population, CEIP generates a case report with basic demographic information, and sends bacterial isolates from normally sterile sites to CDC for laboratory testing. OTHER PROGRAM SERVICES 11: 0310$2,439,066The California Department of Public Health (CDPH) proposes to conduct activities to enhance the epidemiology and laboratory capacity to benefit the public health of the nearly 38 million people of California. The activities that will be conducted with the funding support from the Centers for Disease Control and Prevention include: 1) enhancement of the electronic surveillance system in California: the California Reportable Disease Information Exchange known as CalREDIE; 2) active laboratory surveillance for foodborne diseases (PulseNet, CaliciNet, NARMS); 3) conduct educational efforts to promote appropriate antibiotic use (Get Smart); 4) decrease healthcare associated infections by focusing on accurate reporting and collaborating with hospitals; 5) identifying and reporting diseases caused by arboviruses, including West Nile Virus to decrease morbidity and mortality; 6) surveillance for influenza to guide treatment and prevention decisions; 7) evaluate the effectiveness of the vaccine for Rotaviruses and Noroviruses, the most common cause of acute gastroenteritis in children; 8) surveillance, case investigations, and treatment of communicable disease in the U.S.-Mexico border counties; 9) expand rabies testing to better define acute rabies infection and provide rabies testing training for laboratory microbiologists; and 10) provide laboratory testing to differentiate Cryptococcus gattii and Coccidioides posadasii strains and provide epidemiological identification of the population at risk for disease OTHER PROGRAM SERVICES 12: 0790$1,707,622PHFE manages personnel administration of the JCs in coordination with the National JC Supervisor, located at the BioWatch Systems Program Office (SPO) serving as a primary link between the JCs and BioWatch spa staff. The National JC Supervisor supports BioWatch Public Health and Preparedness operations, oversees JC hiring, and is responsible for orientation/ training, day-to-day activities, and the annual self-assessment and review process. The National JC Supervisor is the functional manager of the JCs, will coordinate the professional development of the JCs, and will lead development of JC training materials. OTHER PROGRAM SERVICES 13: 2008$3,748,419The funding made available through this renewal grant will help support professional personnel costs associated with the Los Angeles CDC Public Health Preparedness and Response for Bioterroism grant (Base and Cities Rediness Initiative). The funding will also help to support the LA TEW Terrorism, Global Security, and the Law Conference that will bring together health practitioners, epidemiologists, first responders (police, fire, EMS) and intelligence professionals to explore the operational, legal, and intelligence issues related to addressing terrorism and biosecurity (including bioterrorism and emerging infectious diseases). It will also help to develop an updated emergency response communication plan that will facilitate effective communication during response to public health emergencies resulting from naturally occurring and intentional events. OTHER PROGRAM SERVICES 14: 2221$1,851,732The study is designed to determine whether the use of the single tablet HIV antiretroviral drug, a co-formulation of tenofovir, disoproxil, fumarate and emtricitabine taken daily may help prevent HIV infection among people at high risk, when combined with safer sex counseling, condoms and STI management. This study is conducted by highly qualified scientists and researchers in Peru, Ecuador, the United States, South Africa, Brazil and Thailand. OTHER PROGRAM SERVICES 15: 2225$1,685,884California hospitals are a critical element within the disaster medical response system and work collaboratively with local government, other health care providers and other agencies to plan, prepare for and respond to the needs of victims of natural or man-made disasters, bioterrorism, and other public health emergencies. Hospital emergency preparedness is a priority for government at all levels, as well as a key focus of regulatory and accrediting agencies. Hospitals must respond to increasing preparedness standards and activities, while simultaneously providing effective service to their communities. California Hospital Association provides technical assistance, training and advocacy to hospitals throughout California. OTHER PROGRAM SERVICES 16: Other Programs$29,138,015

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