2023-07-26T17:33:36-05:00 2022-12-31 910189318 MOSS ADAMS LLP 101 SECOND STREET SUITE 900 SAN FRANCISCO CA 94105 990 2022-01-01 943030866 ASIAN & PACIFIC ISLANDER AMERICAN HEALTH FORUM ASIA 4155683320 461 BUSH STREET 400 SAN FRANCISCO CA 94108 JOHN JAKE O GREENE II CFO 4155683320 2023-07-17 1 JOHN JAKE O GREENE II 999009999 0 PATRICIA J MAYER P00188643 4159561500 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z X JULIET K CHOI 461 BUSH STREET 400 SAN FRANCISCO CA 94108 20830601 0 X WWW.APIAHF.ORG X 1986 CA APIAHF IS A NATIONAL HEALTH JUSTICE ORGANIZATION WHICH INFLUENCES POLICY, MOBILIZES COMMUNITIES, & STRENGTHENS PROGRAMS & ORGANIZATIONS TO IMPROVE THE HEALTH OF ASIAN AMERICANS, NATIVE HAWAIIANS, & PACIFIC ISLANDERS LIVING IN THE US & ITS TERRITORIES. 18 18 32 18 0 0 5204498 20367174 190563 387854 1090 75573 0 0 5396151 20830601 1652417 4159806 0 0 1206080 2868690 0 30000 93913 913280 3941985 3771777 11000481 1624374 9830120 8048820 18760622 483337 1365019 7565483 17395603 X APIAHF IS A NATIONAL HEALTH JUSTICE ORGANIZATION WHICH INFLUENCES POLICY, MOBILIZES COMMUNITIES, & STRENGTHENS PROGRAMS & ORGANIZATIONS TO IMPROVE THE HEALTH OF ASIAN AMERICANS, NATIVE HAWAIIANS, & PACIFIC ISLANDERS LIVING IN THE US & ITS TERRITORIES. 0 0 9156390 4159806 387854 THE ASIAN & PACIFIC ISLANDER AMERICAN HEALTH FORUM (THE "HEALTH FORUM") IS A CALIFORNIA NONPROFIT PUBLIC BENEFIT CORPORATION, WHICH WAS ESTABLISHED BY HEALTH PROFESSIONALS AND OTHER CONCERNED GROUPS TO PROMOTE POLICY, PROGRAM AND RESEARCH EFFORTS FOR IMPROVING THE HEALTH OF ASIAN AND PACIFIC ISLANDERS IN THE UNITED STATES AND U.S. AFFILIATED JURISDICTIONS IN THE PACIFIC.THE HEALTH FORUM'S PROGRAMS AND PROJECTS ARE CATEGORIZED AS FOLLOWS: AFFORDABLE CARE ACT PROGRAM - THE HEALTH FORUM PROVIDES TECHNICAL ASSISTANCE AND SUPPORTS A LEARNING COMMUNITY FOR COMMUNITY-BASED ORGANIZATIONS THAT ARE ENGAGED IN OUTREACH, EDUCATION, AND ENROLLMENT ASSISTANCE FOR EXPANDED HEALTH INSURANCE OPTIONS PROVIDED BY THE AFFORDABLE CARE ACT. THE PROGRAM PROVIDES GRANTS, TOOLS, SKILLS, AND TRAININGS AND DISSEMINATES BEST PRACTICES AND INFORMATION FOR COMMUNITY BASED ORGANIZATIONS TO OPTIMIZE OUTREACH, EDUCATION AND ENROLLMENT ACTIVITIES FOR ASIAN AMERICAN (AA), NATIVE HAWAIIAN AND PACIFIC ISLANDER (NHPI), LIMITED ENGLISH PROFICIENT (LEP) AND IMMIGRANT CONSUMERS. THE PROGRAM ALSO COLLABORATES WITH NATIONAL HEALTH POLICY ORGANIZATIONS TO ADVOCATE FOR IMPROVEMENTS TO HEALTH INSURANCE MARKETPLACES TO INCREASE ACCESSIBILITY FOR AA AND NHPI, LEP AND IMMIGRANT CONSUMERS.HEALTH POLICY DEVELOPMENT - THE HEALTH FORUM ADVOCATES FOR HEALTH EQUITY IN HEALTH SERVICES AND ALL POLICIES; FOR GREATER ACCESS TO CARE AND INSURANCE COVERAGE FOR ALL VULNERABLE POPULATIONS; FOR ACCURATE REPRESENTATION OF THE HEALTH NEEDS OF DISTINCT AND DIVERSE ASIAN AMERICAN, NATIVE HAWAIIAN AND PACIFIC ISLANDER COMMUNITIES IN HEALTH POLICY; FOR ROBUST DATA TO REVEAL DISPARITIES; AND FOR RESPONSIVE EXTERNAL RELATIONSHIPS ACROSS MULTIPLE SECTORS, INCLUDING GOVERNMENT, BUSINESS, ACADEMIA, AND ADVOCACY. COMMUNITY INITIATIVES - THE HEALTH FORUM PROVIDES OPPORTUNITIES FOR COMMUNITY MEMBERS, SERVICE PROVIDERS, RESEARCHERS AND ADVOCATES TO NETWORK AND SHARE THEIR EXPERTISE AND RECOMMENDATIONS WITH EACH OTHER AND WITH POLICY MAKERS TO PROMOTE THE HEALTH AND WELL-BEING OF ASIAN AMERICANS, NATIVE HAWAIIANS, AND PACIFIC ISLANDERS. THE HEALTH FORUM DISSEMINATES PROMISING PRACTICES, ANALYSES, AND INFORMATION INCLUDING DATA AND RESEARCH THROUGH CONFERENCES, CONVENTIONS, AND ELECTRONIC MEDIA INCLUDING THE HEALTH FORUM'S WEBSITE, SOCIAL MEDIA, AND PUBLICATIONS. THIS ALLOWS NETWORK PARTNERS TO UTILIZE THESE RESOURCES FOR THEIR OWN LOCAL AND STATE-BASED WORK, WHILE CONTRIBUTING TO A BODY OF KNOWLEDGE AND ACTION THAT IS ORGANIZED BY THE HEALTH FORUM AT THE NATIONAL LEVEL. THESE PROGRAMS ALSO AWARD GRANTS AND PROVIDE OTHER RESOURCES TO COMMUNITY MEMBERS, SERVICE PROVIDERS, AND RESEARCHERS TO PROMOTE THE HEALTH AND WELL-BEING OF ASIAN AMERICANS, NATIVE HAWAIIANS, AND PACIFIC ISLANDERS. CAPACITY BUILDING PROGRAMS - THE HEALTH FORUM PROVIDES TECHNICAL ASSISTANCE, TRAINING AND TOOLS TO COMMUNITY-BASED ORGANIZATIONS TO ENHANCE THEIR CAPACITY TO SERVE AND ADVOCATE FOR THEIR COMMUNITIES. IT IS DESIGNED TO ENHANCE THE ABILITY OF COMMUNITY- BASED ORGANIZATIONS TO PLAN, DELIVER, MONITOR AND EVALUATE EFFECTIVE, EVIDENCE-BASED PREVENTION INTERVENTIONS AND STRATEGIES. THE PROGRAM ALSO WORKS WITH COMMUNITY LEADERS TO DEVELOP THE INTERNAL INFRASTRUCTURE (E.G., FINANCE, HUMAN RESOURCES, GOVERNANCE) TO SUPPORT THESE INTERVENTIONS AND TO BUILD LASTING ORGANIZATIONS. CAPACITY BUILDING SERVICES ARE ALSO AVAILABLE TO PUBLIC HEALTH DEPARTMENTS AND OTHER CLIENTS, UPON DEMAND. SPECIAL PROJECTS - THROUGH THE SPIRIT OF INNOVATION, THE HEALTH FORUM DEVELOPS NEW BUSINESS THROUGH PARTNERSHIPS WITH THE PRIVATE SECTOR AND OTHER STAKEHOLDERS. THIS INCLUDES PROJECTS IN CONTRACT WITH PARTNERS, AS WELL AS HOSTING CONVENINGS AND CONFERENCES TO BRING TOGETHER COMMUNITY-BASED PARTNERS, GOVERNMENT OFFICIALS, CONGRESSIONAL LEADERS, BUSINESS LEADERS, ACADEMICS AND RESEARCHERS, AND OTHER HEALTH ADVOCATES TO HIGHLIGHT THE HEALTH NEEDS AND DISPARITIES AMONG THE ASIAN AMERICAN, NATIVE HAWAIIAN, AND PACIFIC ISLANDER COMMUNITIES. 9156390 1 1 0 1 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 1 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 68 0 1 32 1 0 0 0 0 0 0 0 0 0 0 0 0 X 18 18 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA DC X THE ORGANIZATION 5109563904 461 BUSH STREET SUITE 400 SAN FRANCISCO CA 94108 MARC CHOW BOARD MEMBER 4.00 X 0 0 0 KEALOHA FOX BOARD TREASURER 4.00 X X 0 0 0 SOHINI GUPTA BOARD MEMBER 4.00 X 0 0 0 JENNIFER REQUIRO BOARD MEMBER 4.00 X 0 0 0 CHUEN YEE BOARD SECRETARY 4.00 X X 0 0 0 CHANG RIM NA BOARD MEMBER 4.00 X 0 0 0 ELIZABETH KRAUSE BOARD MEMBER 4.00 X 0 0 0 SHERI HAMAMOTO BOYLE BOARD MEMBER 4.00 X 0 0 0 DONNA LEUNG BOARD MEMBER 4.00 X 0 0 0 SHAO-CHEE SIM BOARD MEMBER 4.00 X 0 0 0 HEANG K TAN BOARD MEMBER 4.00 X 0 0 0 OLIVER J KIM BOARD CHAIR 4.00 X X 0 0 0 NEAL SHAH BOARD VICE-CHAIR 4.00 X X 0 0 0 SHELDON RIKLON BOARD MEMBER 4.00 X 0 0 0 DIANE PALOMA BOARD MEMBER 4.00 X 0 0 0 BENJAMIN ENG BOARD MEMBER 4.00 X 0 0 0 JEFFREY S ROH BOARD MEMBER 4.00 X 0 0 0 KARIN WANG BOARD MEMBER 4.00 X 0 0 0 JULIET K CHOI PRESIDENT/CEO 40.00 X 189123 0 21322 CURTIS LEONG THRU 722 CFAO 40.00 X 102513 0 7631 RINA KITAZAWA GRIFFIN VP & CHIEF OF STAFF (THRU 7/22) 40.00 X 62900 0 2599 LILY SHEN CHIEF OF STAFF 40.00 X 109810 0 13917 464346 0 45469 3 0 1 0 VENG GROUP LLC PO BOX 65973 WASHINGTON DC 20035 POLICY/GRANT MANAGEMENT CONSULTANT 886898 MARCUM LLP 1899 L STREET NW SUITE 850 WASHINGTON DC 20036 ACCOUNTING AND HR CONSULTANT 214870 ROBIN MARIE JOHNSON PO BOX 7128 GLOUCESTER MA 01930 GRANT PROGRAMMATIC CONSULTANT 107500 3 8777546 11589628 20367174 PROGRAM SERVICE FEES 900099 373400 373400 14454 14454 387854 75573 75573 20830601 387854 0 75573 X 4159806 4159806 386087 270261 115826 1987005 1650177 323502 13326 84365 66331 17824 210 218480 104512 112388 1580 192753 151550 40724 479 65081 41940 22900 241 58351 58351 30000 30000 2005915 1419024 573388 13503 13505 12596 904 5 127455 77128 48427 1900 279868 224003 54869 996 872293 841322 30971 211828 211828 2145 1903 241 1 14817 11601 3177 39 DUES, SUBS. & LIC. 137010 89351 47071 588 BAD DEBT EXPENSE 100000 100000 STAFF DEV. & TRAINING 34108 31853 2224 31 19609 3032 16534 43 11000481 9156390 1750178 93913 6426734 15929170 797534 761026 756917 1773114 5654 3126 5479 47911 114111 114111 2144 0 54358 246275 8048820 18760622 253817 1016199 229520 225100 0 123720 483337 1365019 X 6563323 16800508 1002160 595095 7565483 17395603 8048820 18760622 9830120 0 X 0 1 X 1 1 1 X 5138472 5484998 9550930 5204498 20367174 45746072 5138472 5484998 9550930 5204498 20367174 45746072 4742596 41003476 7644 8874 3256 1090 75573 96437 45350 45350 45887859 1699620 0.89360 0.76550 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 7289 7534 14823 10942155 10956978 697849 174462 0 0 374882 537525 337066 697849 1947322 2920983 30080 12997 9064 14823 66964 93721 134381 84267 174462 486831 730247 5297 3052 4676 7289 20314 87820 87820 0 26291 26291 0 0 OPERATING LEASE LIABILITY 123720 123720 X 20834915 4314 4314 20830601 0 20830601 11004795 4314 4314 11000481 0 11000481 PART X, LINE 2: THE HEALTH FORUM IS A NONPROFIT CORPORATION UNDER INTERNAL REVENUE CODE SECTION 501(C)(3) AND HAS BEEN GRANTED TAX-EXEMPT STATUS BY THE INTERNAL REVENUE SERVICE AND THE CALIFORNIA REVENUE AND TAXATION CODE. AS OF DECEMBER 31, 2022, THE HEALTH FORUM HAD NO UNRECOGNIZED TAX POSITIONS OR UNCERTAIN TAX POSITIONS REQUIRING ACCRUAL. THEREFORE, NO PROVISION FOR INCOME TAXES HAS BEEN PROVIDED IN THE FINANCIAL STATEMENTS. 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ALL GRANTEES ARE REQUIRED TO SUBMIT PROOF OF INCORPORATION, TAX STATUS, 990S, AND LAST TWO FISCAL YEARS' BUDGETS. THE SELECTION CRITERIA IS DOCUMENTED AND ELECTRONICALLY FILED WITH THE CONTRACT AGREEMENTS TO THE GRANTEES. WITH THE EXCEPTION OF GENERAL SUPPORT GRANTS, ALL GRANTEES ARE REQUIRED TO REPORT DELIVERABLES AGAINST CONTRACT AGREEMENT IN THE FORM OF INTERIM AS WELL AS FINAL REPORTS. X X X 0 0 0 0 0 0 0 1 0 JULIET K CHOI PRESIDENT/CEO 187563 0 0 0 1560 0 11594 0 9728 0 210445 0 0 0 PART I, LINE 7 NONDISCRETIONARY BONUS PAYMENTS WERE PAID BASED ON INDIVIDUALS MEETING GOALS SET BY AND APPROVED BY THE BOARD MEMBERS. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS PREPARED BY OUR EXTERNAL CPA FIRM WITH INPUT FROM OUR CHIEF ADMINISTRATIVE OFFICER. A DRAFT OF THE COMPLETED FORM 990 IS PROVIDED BY THE CPA FIRM AND REVIEWED BY THE CHIEF ADMINISTRATIVE OFFICER AND THE PRESIDENT & CEO. INPUT/EDITS ARE INCORPORATED INTO A SECOND DRAFT, WHICH IS REVIEWED BY THE FINANCE COMMITTEE AND THE AUDIT COMMITTEE. UPON APPROVAL BY THESE COMMITTEES, THE AUDIT COMMITTEE CHAIR PROVIDES A RECOMMENDATION FOR APPROVAL TO THE BOARD. THE FINAL FORM 990 IS MADE AVAILABLE TO THE ENTIRE BOARD. FORM 990, PART VI, SECTION B, LINE 12C ALL EMPLOYEES ARE REQUIRED TO SIGN A CONFLICT OF INTEREST STATEMENT WHEN HIRED. POSSIBLE CONFLICTS ARE ADDRESSED BY MANAGERS AND SUPERVISOR AND IF NECESSARY, BROUGHT TO THE ATTENTION OF THE EXECUTIVE TEAM. ON AN ANNUAL BASIS, THE BOARD OF DIRECTORS SIGNS A CONFLICT OF INTEREST STATEMENT THAT IS REVIEWED BY THE PRESIDENT & CEO OF APIAHF. POSSIBLE CONFLICTS ARE ADDRESSED INITIALLY WITH THE BOARD CHAIR AND THEN WITH THE BOARD EXECUTIVE COMMITTEE. IF CONFLICT ARISES, THE INDIVIDUAL(S) WITH THE CONFLICT OF INTEREST IS NOT ALLOWED TO VOTE ON THE TRANSACTION. FORM 990, PART VI, SECTION B, LINE 15 HUMAN RESOURCES CONSULTS WITH A HUMAN RESOURCE MANAGEMENT AGENCY WHO ASSESSES THE COMPETITIVENESS AND REASONABLENESS OF APIAHF'S CASH COMPENSATION AND BENEFITS COMP ANALYSIS MAKES RECOMMENDATION ON ALL POSITIONS INCLUDING CEO, BASING ITS RECOMMENDATIONS ON LABOR MARKET, PAY PHILOSOPHY, BUDGET CONCERNS, AND CULTURE OF THE ORGANIZATION. RECOMMENDATION IS FORWARDED TO BOARD CHAIR WHO MAKES RECOMMENDATION TO THE FULL BOARD. APPROVAL IS REQUIRED PRIOR TO IMPLEMENTATION. THE PROCESS IS DOCUMENTED, AND WAS LAST DONE IN 2022 FOR BASE PAY PLAN. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, POLICIES AND FINANCIAL STATEMENTS ARE MADE AVAILABLE UPON REQUEST. FORM 990, PART IX, LINE 11G CONSULTANTS AND PROFESSIONAL SERVICES: PROGRAM SERVICE EXPENSES 1,419,024. MANAGEMENT AND GENERAL EXPENSES 573,388. FUNDRAISING EXPENSES 13,503. TOTAL EXPENSES 2,005,915.