PUBLIC HEALTH FOUNDATION INC: Form 990, tax year 2009
View the entire original 990 at ProPublica ↗
- Organization
- PUBLIC HEALTH FOUNDATION INC (EIN 95-2557063)
- Tax period
- 2009-07-01 to 2010-06-30
- Filed
- 2011-03-22
- IRS object ID
- 201100819349300605
- Schema version
- 2009v1.7
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-03-22T11:53:11-07:00 | Timestamp |
| Tax Period End Date | 2010-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Vasin Heyn & Company | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5000 N Parkway Calabasas 301 | AddressLine1 |
| City | Calabasas | City |
| State | CA | State |
| ZIP Code | 91302 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2009-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 952557063 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Public Health Foundation EnterprisesInc | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | PUBL | NameControl |
| Phone | 5626997320 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12801 Crossroads ParkwaySte 200 | AddressLine1 |
| City | City of Industry | City |
| State | CA | State |
| ZIP Code | 91746 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Mark Bertler | Name |
| Title | President & CEO | Title |
| Date Signed | 2011-03-22 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Rolland Vasin | Name |
| Phone | 8182223500 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2009 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | Mark Bertler | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 218 East Utica Avenue | AddressLine1 |
| City | Huntington Beach | City |
| State | CA | State |
| ZIP Code | 92648 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 126702698 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| All Affiliates Included | false | AllAffiliatesIncluded |
| Organization501c | X | Organization501c |
| Web Site | www.phfe.org | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1968 | YearFormation |
| State Legal Domicile | CA | StateLegalDomicile |
| Activity Or Mission Description | The mission of PHFE is to promote the health and well-being of individuals, communities, the nation and the world. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 10 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 10 | NbrIndependentVotingMembers |
| Total Nbr Employees | 1682 | TotalNbrEmployees |
| Total Nbr Volunteers | 654 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Contributions Grants Prior Year | 111809017 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 112487723 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 6128396 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 4762041 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 33251 | InvestmentIncomePriorYear |
| Investment Income Current Year | -174025 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 8579365 | OtherRevenuePriorYear |
| Other Revenue Current Year | 9444520 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 126550029 | TotalRevenuePriorYear |
| Total Revenue Current Year | 126520259 | TotalRevenueCurrentYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 76601047 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 79242445 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 47590408 | OtherExpensePriorYear |
| Other Expenses Current Year | 48817761 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 124191455 | TotalExpensesPriorYear |
| Total Expenses Current Year | 128060206 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 2358574 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -1539947 | RevenuesLessExpensesCY |
| Total Assets BOY | 29037437 | TotalAssetsBOY |
| Total Assets EOY | 26654385 | TotalAssetsEOY |
| Total Liabilities BOY | 19679550 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 18836445 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 9357887 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 7817940 | NetAssetsOrFundBalancesEOY |
| Mission Description | The mission of PHFE is to promote the health and well-being of individuals, communities, the nation and the world. | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 57815580 | Expense |
| Description | #0153 Imm Proj Subvention 2,611,740#0183 Vaccines for Children 2,519,301#0215 Statewide Immunization Re 3,388,192#0235 CEIP 3,474,421#0237 Infant Botulism Treatment 1,117,067#0310 Epidemiology & Lab 2,033,218#0790 Bio Watch - JC 1,592,089#2225 Professional Services 1,815,188#0133 STD Awareness & Prevention 1,821,038#0714 Bio-T Enhancement 1,670,955#2221 Pre-Exposure Prophylaxis Pre 2,244,880#2312 H1N1 Emergency Response 2,129,878All Other Programs 31,397,613 | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 50158869 | Expense |
| Description | WIC Program #0005 - WIC is a food and nutrition education program for pregnant, breast feeding, and postpartum women, infants and children under the age of five who are low income (up to 185% of the federal poverty level) and at nutritional risk. Established in 1974, the purpose of this federally funded program is to prevent health problems and to improve the health and nutritional status of participants during critical times of growth and development. WIC is available for eligible persons who reside in the Bellflower Health District, the Hollywood/Wilshire Health District, the East and West County of Los Angeles Health Service Area (excluding residents of the cities of Altadena, Sierra Madre and South Pasadena), Orange County, and eligible persons who are receiving health care from Harbor-UCLA Medical Center and Los Angeles County University of California Medical Center. WIC promotes good health and nutrition for their participants through the WIC clinics. They have established food instrument distribution, provide nutrition education and breast feeding education. They also encourage WIC participants to receive ongoing health care and refer them to other appropriate health programs. WIC provides a one-stop shopping type of clinic to help the WIC participants get everything they need in one place. They also have sub programs within WIC that health with Childhood Obesity and a Farmers Market sub that is helping to educate parents in the health of their children.Deliverables were as follows: Jul 2009 312,840 participantsAugust 2009 310,012 participantsSept 2009 300,576 participanatsOctober 2009 307,327 participantsNovem 2009 302,839 participantsDecemb 2009 305,464 participantsJanuary 2010 310,067 participantsFebru 2010 300,261 participantsMarch 2010 304,914 participantsApril 2010 305,520 participantsMay 2010 294,353 participantsJune 2010 303,513 participants | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 5416399 | Expense |
| Description | Childcare Food Program #0394Angels Child Care Food Program (CCFP)mission statement: Educate and train licensed day care providers to provide healthy nutritious meals that will promote life-long eating habits in a child. Angels CCFP service licensed daycare providers in the Los Angeles, Orange, Riverside, San Bernardino and Ventura counties with a nutrition educational and reimbursement program. Angels CCFP plays a vital role in improving the quality of daycare and making it more affordable for many low-income families. Providers receive nutrition training and monitoring visits every four months to assure that they are providing the required meals to children in their care. Each day thousands of children receive nutritious meals and snacks made possible through our program.Programmatic Deliverables were as follows for FY ending July 2009 - Sept 2009 and October 2009 - June 2010:July 2009 794August 2009 796Sept 2009 799Oct 2009 785Nov 2009 785Dec 2009 779Jan 2010 765Feb 2010 754Mar 2010 725Apr 2010 718May 2010 700June 2010 694 | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 5217754 | TotalOfOtherProgramServiceExp |
| Total Program Service Expense | 118608602 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | false | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | false | LobbyingActivities |
| Subject To Proxy Tax | false | SubjectToProxyTax |
| Donor Advised Funds | false | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | false | CollectionsOfArt |
| Credit Counseling | false | CreditCounseling |
| Term Or Permanent Endowments | false | TermOrPermanentEndowments |
| Balance Sheet Amounts Reported | true | BalanceSheetAmountsReported |
| Independent Audit Financial Stmt | true | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | false | ConsolidatedAuditFinancialStmt |
| School | false | School |
| Foreign Office | false | ForeignOffice |
| Foreign Activities | false | ForeignActivities |
| More Than5000 K To Organizations | false | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividuals |
| Professional Fundraising | false | ProfessionalFundraising |
| Fundraising Activities | false | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | false | Hospital |
| Grants To Organizations | false | GrantsToOrganizations |
| Grants To Individuals | false | GrantsToIndividuals |
| Schedule J Required | true | ScheduleJRequired |
| Tax Exempt Bonds | false | TaxExemptBonds |
| Invest Tax Exempt Bonds | false | InvestTaxExemptBonds |
| Escrow Account | false | EscrowAccount |
| On Behalf Of Issuer | false | OnBehalfOfIssuer |
| Excess Benefit Transaction | false | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | false | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | false | LoanToOfficerOrDQP |
| Grant To Related Person | false | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | false | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | false | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | false | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | true | DeductibleNonCashContributions |
| Deductible Contributions Of Art | false | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | false | DisregardedEntity |
| Related Entity | false | RelatedEntity |
| Related Org Controlled Entity | false | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | false | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 395 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | true | ComplianceWithBackupWitholding |
| Number Of Employees | 1682 | NumberOfEmployees |
| Employment Tax Returns Filed | true | EmploymentTaxReturnsFiled |
| Unrelated Business Income | false | UnrelatedBusinessIncome |
| Form990-T Filed | false | Form990-TFiled |
| Foreign Financial Account | false | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Form8886 T Filed | false | Form8886TFiled |
| Non Deductible Contributions | false | NonDeductibleContributions |
| Non Deductible Disclosure | false | NonDeductibleDisclosure |
| Quid Pro Quo Contributions | false | QuidProQuoContributions |
| Quid Pro Quo Disclosure | false | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOf |
| Number Of8282 Filed | 0 | NumberOf8282Filed |
| Funds To Pay Premiums | false | FundsToPayPremiums |
| Premiums Paid | false | PremiumsPaid |
| Form8899 Filed | false | Form8899Filed |
| Form1098 C Filed | false | Form1098CFiled |
| Excess Business Holdings | false | ExcessBusinessHoldings |
| Taxable Distributions | false | TaxableDistributions |
| Distribution To Donor | false | DistributionToDonor |
| Filed Lieu1041 | false | FiledLieu1041 |
| Nbr Voting Governing Body Members | 10 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 10 | NumberIndependentVotingMembers |
| Family Or Business Relationship | false | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | false | DelegationOfManagementDuties |
| Changes To Organizing Docs | false | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuse |
| Members Or Stockholders | false | MembersOrStockholders |
| Election Of Board Members | false | ElectionOfBoardMembers |
| Decisions Subject To Approval | false | DecisionsSubjectToApproval |
| Minutes Of Governing Body | true | MinutesOfGoverningBody |
| Minutes Of Committees | true | MinutesOfCommittees |
| Officer Mailing Address | true | OfficerMailingAddress |
| Local Chapters | false | LocalChapters |
| Policies Reference Chapters | false | PoliciesReferenceChapters |
| Form990 Provided To Governing Body | true | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | true | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | true | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | true | RegularMonitoringEnforcement |
| Whistleblower Policy | true | WhistleblowerPolicy |
| Document Retention Policy | true | DocumentRetentionPolicy |
| Compensation Process CEO | true | CompensationProcessCEO |
| Compensation Process Other | false | CompensationProcessOther |
| Investment In Joint Venture | false | InvestmentInJointVenture |
| Written Policy Or Procedure | false | WrittenPolicyOrProcedure |
| States Where Copy Of Return Is Filed | CA | StatesWhereCopyOfReturnIsFiled |
| Own Website | X | OwnWebsite |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | Mark J Bertler | NamePerson |
| Telephone Number | 5626997320 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12801 Crossroads ParkwaySte200 | AddressLine1 |
| City | City of Industry | City |
| State | CA | State |
| ZIP Code | 91746 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (23 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Highest Compensated EmployeeHighestCompensatedEmployee | Key EmployeeKeyEmployee |
|---|---|---|---|---|---|---|---|---|
| Susan Vacko | ||||||||
| Dir, Operations | 40.00 | X | 149998 | 0 | 11102 | |||
| Robert D Westfall | ||||||||
| Director | 2.00 | 0 | 0 | 0 | X | |||
| Peter Jacobson | ||||||||
| 2nd Vice Chair | 2.00 | X | 0 | 0 | 0 | X | ||
| Patrick M Libbey | ||||||||
| Director | 2.00 | 0 | 0 | 0 | X | |||
| Michael Whaley | ||||||||
| IT Director | 40.00 | 148612 | 0 | 10055 | X | |||
| Michael S Ascher MD | ||||||||
| Chair | 5.00 | X | 0 | 0 | 0 | X | ||
| Michael Gomez | ||||||||
| Secretary | 2.00 | X | 0 | 0 | 0 | X | ||
| Mary Jo Hooper | ||||||||
| Program Director | 40.00 | 159910 | 0 | 7737 | X | |||
| Mark Bertler | ||||||||
| President & CEO | 40.00 | X | 216937 | 0 | 16931 | |||
| Karen Angel | ||||||||
| Treasurer | 2.00 | X | 0 | 0 | 0 | X | ||
| Jude Lauren | ||||||||
| IT Director | 40.00 | 142567 | 0 | 11008 | X | |||
| Jeffrey Ditty | ||||||||
| Principal Consultant | 40.00 | 160917 | 0 | 12433 | X | |||
| Jason A Watts | ||||||||
| Senior Consultant | 40.00 | 193815 | 0 | 15065 | X | |||
| Huyen Cao | ||||||||
| Program Director | 40.00 | 149447 | 0 | 7224 | X | |||
| Gregory Smith | ||||||||
| Director of Cons Serv | 40.00 | 171342 | 0 | 13310 | X | |||
| Eloise Jenks | ||||||||
| Program Director | 40.00 | 158380 | 0 | 10739 | X | |||
| Ellen R DiGiampaolo | ||||||||
| Director | 2.00 | 0 | 0 | 0 | X | |||
| Dennis Ferrero | ||||||||
| Director | 2.00 | 0 | 0 | 0 | X | |||
| Danielle Gonzalez | ||||||||
| HR Director | 40.00 | 126477 | 0 | 9721 | X | |||
| Christopher Hall | ||||||||
| Program Director | 40.00 | 155730 | 0 | 7538 | X | |||
| Bruce Lai | ||||||||
| 1st Vice Chair | 2.00 | X | 0 | 0 | 0 | X | ||
| Azhar K Qureshi | ||||||||
| Director | 2.00 | 0 | 0 | 0 | X | |||
| Albert Liu | ||||||||
| Clinician | 0. | 146669 | 0 | 7085 | X | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 2080801 | TotalReportableCompFromOrg |
| Total Other Compensation | 139948 | TotalOtherCompensation |
| Number Individuals GT100 K | 13 | NumberIndividualsGT100K |
| Formers Listed | false | FormersListed |
| Total Comp GT150 K | true | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| Natividad Medical Center | |||||
| 1441 Constitution Blvd Bldg 820 | Salinas | CA | 93905 | HIV/AID Intervention | 242265 |
| Medweb CA | |||||
| 667 Folsom St | San Francisco | CA | 94107 | Toolkit Support Host | 325858 |
| CBS Outdoor | |||||
| 1731 Workman St | Los Angeles | CA | 90031 | Advertising | 190712 |
| California Hospital | |||||
| 1215 K Street Ste 800 | Sacramento | CA | 94814 | Emerg PreparednessPg | 250000 |
| Allied Network | |||||
| 1358 Blue Oaks Blvd Ste 200 | Roseville | CA | 95678 | Network Integration | 291200 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 5 | NumberOfContractorsGT100K |
| Government Grants | 110845994 | GovernmentGrants |
| All Other Contributions | 1641729 | AllOtherContributions |
| Noncash Contributions | 166750 | NoncashContributions |
| Total Contributions | 112487723 | TotalContributions |
Program Service Revenue ProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Private Contracts | Description |
| Total Revenue Column | 4762041 | TotalRevenueColumn |
| Related Or Exempt Function Income | 4762041 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 4762041 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 8414 | TotalRevenueColumn |
| Exclusion | $8,414 | ExclusionAmount |
Income From Invest Bond Proceeds IncomeFromInvestBondProceeds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | 182439 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | -182439 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -182439 | TotalRevenueColumn |
| Related Or Exempt Function Income | -182439 | RelatedOrExemptFunctionIncome |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income From Gaming NetIncomeFromGaming
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Other Revenue Misc OtherRevenueMisc (3 entries)
| DescriptionDescription | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|
| Other Income | 537873 | 537873 |
| Management Fees | 7206299 | 7206299 |
| Administrative Fees | 1700348 | 1700348 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 9444520 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 126520259 | TotalRevenueColumn |
| Related Or Exempt Function Income | 14024122 | RelatedOrExemptFunctionIncome |
| Exclusion | $8,414 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1461884 | Total |
| Program Services | 708914 | ProgramServices |
| Management And General | 752970 | ManagementAndGeneral |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 62437752 | Total |
| Program Services | 59052122 | ProgramServices |
| Management And General | 3385630 | ManagementAndGeneral |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 10177503 | Total |
| Program Services | 9599441 | ProgramServices |
| Management And General | 578062 | ManagementAndGeneral |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5165306 | Total |
| Program Services | 4887065 | ProgramServices |
| Management And General | 278241 | ManagementAndGeneral |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8838324 | Total |
| Program Services | 8838324 | ProgramServices |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 438519 | Total |
| Management And General | 438519 | ManagementAndGeneral |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6482117 | Total |
| Program Services | 5881926 | ProgramServices |
| Management And General | 600191 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2101500 | Total |
| Program Services | 1971452 | ProgramServices |
| Management And General | 130048 | ManagementAndGeneral |
Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 779202 | Total |
| Program Services | 621413 | ProgramServices |
| Management And General | 157789 | ManagementAndGeneral |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 102736 | Total |
| Management And General | 102736 | ManagementAndGeneral |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 707629 | Total |
| Management And General | 707629 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 311043 | Total |
| Program Services | 276348 | ProgramServices |
| Management And General | 34695 | ManagementAndGeneral |
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral |
|---|---|---|---|
| Supplies | 3689563 | 3689563 | |
| Subcontractors | 10989913 | 10989913 | |
| Contracted Services | 1392694 | 139244 | 1253450 |
| Consultants | 6700232 | 6700232 | |
| Activities and Promotions | 1426581 | 1420110 | 6471 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4857708 | Total |
| Program Services | 3832535 | ProgramServices |
| Management And General | 1025173 | ManagementAndGeneral |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 128060206 | Total |
| Program Services | 118608602 | ProgramServices |
| Management And General | 9451604 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 4961494 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7752145 | BOY |
| EOY | 0 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 24549 | BOY |
| EOY | 56126 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 17221178 | BOY |
| EOY | 19788461 | EOY |
Receivables From Officers Etc ReceivablesFromOfficersEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Receivables From Disqual Persons ReceivablesFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 156452 | BOY |
| EOY | 90028 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 3430040 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 1682061 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3877247 | BOY |
| EOY | 1747979 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Intangible Assets IntangibleAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5866 | BOY |
| EOY | 10297 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 29037437 | BOY |
| EOY | 26654385 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3771711 | BOY |
| EOY | 4746451 | EOY |
Grants Payable GrantsPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 300406 | BOY |
| EOY | 248894 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 322919 | BOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 15284514 | BOY |
| EOY | 13841100 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 19679550 | BOY |
| EOY | 18836445 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5849180 | BOY |
| EOY | 5682846 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3508707 | BOY |
| EOY | 2135094 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9357887 | BOY |
| EOY | 7817940 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 29037437 | BOY |
| EOY | 26654385 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
| Audit Committee | true | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | true | FederalGrantAuditRequired |
| Federal Grant Audit Performed | true | FederalGrantAuditPerformed |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 92967274 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 107036832 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 116458986 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 111809017 | CurrentTaxYearMinus1Year |
| Current Tax Year | 112487723 | CurrentTaxYear |
| Total | 540759832 | Total |
Tax Rev Levied For Org Benefit170 TaxRevLeviedForOrgBenefit170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Value Srvc Fclts Furnished By Govt ValueSrvcFcltsFurnishedByGovt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 92967274 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 107036832 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 116458986 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 111809017 | CurrentTaxYearMinus1Year |
| Current Tax Year | 112487723 | CurrentTaxYear |
| Total | 540759832 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 0 | AmountsSubstContributorsTotal |
| Public Support Total170 | 540759832 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 118588 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 105903 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 33250 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 33251 | CurrentTaxYearMinus1Year |
| Current Tax Year | 8414 | CurrentTaxYear |
| Total | 299406 | Total |
Net UBI NetUBI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 6911471 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 8000922 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 8422250 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 8579365 | CurrentTaxYearMinus1Year |
| Current Tax Year | 9444520 | CurrentTaxYear |
| Total | 41358528 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 582417766 | TotalSupport |
| Public Support Pertcentage170 | 0.92850 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.41430 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
Schedule D IRS990ScheduleD
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 118993 | OtherCostOrOtherBasis |
| Depreciation | 38596 | Depreciation |
| Book Value | 80397 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 2254861 | OtherCostOrOtherBasis |
| Depreciation | 1220973 | Depreciation |
| Book Value | 1033888 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1056186 | OtherCostOrOtherBasis |
| Depreciation | 422492 | Depreciation |
| Book Value | 633694 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 1747979 | TotalOfBookValueLandBuildings |
Other Liabilities OtherLiabilities (4 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| Capital Leases Payable | $848,946 |
| Advance Grantor Payments | $1,858,037 |
| Accrued Payroll and Related Liabilities | $8,879,256 |
| Accountability for Program Fixed Assets | $2,254,861 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 13841100 | TotalOfAmounts |
| Total Revenue | 126520259 | TotalRevenue |
| Total Expenses | 128060206 | TotalExpenses |
| Excess Or Deficit For Year | -1539947 | ExcessOrDeficitForYear |
| Excess Or Deficit Per FS | -1539947 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 126520259 | TotRevenueEtcAuditedFinclStmt |
| Revenue Subtotal | 126520259 | RevenueSubtotal |
| Total Revenue Per Form990 | 126520259 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 128060206 | TotExpensesEtcAuditedFinclStmt |
| Expenses Subtotal | 128060206 | ExpensesSubtotal |
| Total Expenses Per Form990 | 128060206 | TotalExpensesPerForm990 |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Written Employment Contract | X | WrittenEmploymentContract |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | false | SeverancePayment |
| Supplemental Nonqual Retire Plan | false | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | false | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | false | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | false | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | false | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | false | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | false | AnyNonFixedPayments |
| Initial Contract Exception | false | InitialContractException |
| Rebuttable Presumption Procedure | false | RebuttablePresumptionProcedure |
Form990 Schedule J Part II Form990ScheduleJPartII (12 entries)
| Base Compensation Filing OrgBaseCompensationFilingOrg | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Total Compensation Filing OrgTotalCompensationFilingOrg | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg |
|---|---|---|---|
| Susan Vacko | |||
| 149998 | 11102 | 161100 | 144542 |
| Michael Whaley | |||
| 148612 | 10055 | 158667 | 142795 |
| Mary Jo Hooper | |||
| 159910 | 7737 | 167647 | |
| Mark Bertler | |||
| 216937 | 16931 | 233868 | 209394 |
| Jude Lauren | |||
| 142567 | 11008 | 153575 | 131785 |
| Jeffrey Ditty | |||
| 160917 | 12433 | 173350 | 148930 |
| Jason A Watts | |||
| 193815 | 15065 | 208880 | 180465 |
| Huyen Cao | |||
| 149447 | 7224 | 156671 | 144478 |
| Gregory Smith | |||
| 171342 | 13310 | 184652 | 175380 |
| Eloise Jenks | |||
| 158380 | 10739 | 169119 | 152610 |
| Christopher Hall | |||
| 155730 | 7538 | 163268 | |
| Albert Liu | |||
| 146669 | 7085 | 153754 | |
Schedule M IRS990ScheduleM
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | false | ReviewProcessUnusualNCGifts |
| Third Parties Used | false | ThirdPartiesUsed |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (6 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Form 990, Part VI, Line 19 | Form 990, Part VI, Line 19: Other Organization Documents Publicly Available | Website |
| Form 990, Part VI, Line 15b | Form 990, Part VI, Line 15b: Compensation Review and Approval Process for Officers and Key Employees | The Board Committee researches other similar organizations with similar positions (salary survey), meets to discuss and ultimately votes on a commensurate salary. |
| Form 990, Part VI, Line 12c | Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts | There 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 9 | Form 990, Part VI, Line 9: Officer, Director, Trustee, Key Employee Mailing Address | Annette Drake - Deceased Board Member |
| Form 990, Part VI, Line 11 | Form 990, Part VI, Line 11: Form 990 Review Process | The CEO and Director of Operations review the Form 990 with both the Finance Committee and the Audit Committee. |
| Form 990, Part III, Line 4d | Form 990, Part III, Line 4d : Other Program Services Description | OTHER PROGRAM SERVICES 4: #0153 Imm Proj Subvention 2,611,740#0183 Vaccines for Children 2,519,301#0215 Statewide Immunization Re 3,388,192#0235 CEIP 3,474,421#0237 Infant Botulism Treatment 1,117,067#0310 Epidemiology & Lab 2,033,218#0790 Bio Watch - JC 1,592,089#2225 Professional Services 1,815,188#0133 STD Awareness & Prevention 1,821,038#0714 Bio-T Enhancement 1,670,955#2221 Pre-Exposure Prophylaxis Pre 2,244,880#2312 H1N1 Emergency Response 2,129,878All Other Programs 31,397,613 |
Comments