2022-03-04T13:34:21-06:00 2021-06-30 221478099 COHNREZNICK LLP 400 CAPITOL MALL SUITE 1200 SACRAMENTO CA 95814 990 2020-07-01 952557063 PUBLIC HEALTH FOUNDATION ENTERPRISES INC PUBL 5622227894 13300 CROSSROADS PARKWAY N NO 450 CITY OF INDUSTRY CA 91746 BLAYNE CUTLER PRESIDENT/CEO 5622227894 2022-03-01 1 BLAYNE CUTLER 999009999 LISA M CUMMINGS CPA P00043433 9164429100 2022-03-01 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z HELUNA HEALTH PHFE BLAYNE CUTLER 13300 CROSSROADS PARKWAY N NO 450 CITY OF INDUSTRY CA 91746 607977766 0 X WWW.HELUNAHEALTH.ORG X 1968 CA TO ENHANCE THE HEALTH, WELLNESS, AND RESILIENCE OF EVERY COMMUNITY WE SERVE 15 15 2340 15 0 0 121296130 582347721 16497904 25590174 3208 153 72021 39718 137869263 607977766 400000 250000 0 0 94327732 165458075 0 0 0 41975034 437190988 136702766 602899063 1166497 5078703 39846426 205817321 30521366 191377641 9325060 14439680 X TO ENHANCE THE HEALTH, WELLNESS, AND RESILIENCE OF EVERY COMMUNITY WE SERVE - SEE SCHEDULE O FOR MORE DETAILSPUBLIC HEALTH FOUNDATION ENTERPRISES, INC. DBA HELUNA HEALTH IS A NOT-FOR-PROFIT 501(C)(3) AGENCY DEDICATED TO ENHANCING THE HEALTH, WELLNESS, AND RESILIENCE OF EVERY COMMUNITY WE SERVE. HELUNA HEALTH PARTNERS WITH ACADEMIC RESEARCHERS, GOVERNMENT AGENCIES, FOUNDATIONS AND PRIVATE SPONSORS TO OFFER A SUITE OF SERVICES, INCLUDING CONTRACTS AND GRANTS MANAGEMENT; FISCAL SPONSORSHIP (PROVIDING A FINANCIAL 'HOME' FOR RESEARCHERS, PROGRAMS AND AGENCIES); HUMAN RESOURCES SUPPORT; ACCOUNTING SERVICES; REAL ESTATE/LEASING ASSISTANCE AND DIRECT PUBLIC HEALTH PROGRAM LEADERSHIP TO HELP IMPLEMENT PUBLIC HEALTH PROJECTS. HELUNA HEALTH PROVIDED SUCH SERVICES TO OVER 800 PROJECTS DURING FISCAL YEAR 2021. 0 0 408252444 EPIDEMIOLOGY LABORATORY AND CAPACITY (ELC): SINCE 1995, THE EPIDEMIOLOGY AND LABORATORY CAPACITY FOR PREVENTION AND CONTROL OF EMERGING INFECTIOUS DISEASES (ELC) COOPERATIVE AGREEMENT HAS BEEN CRITICAL TO THE U.S. HEALTH DEPARTMENTS' ABILITY TO COMBAT INFECTIOUS DISEASES. WHILE BEGINNING WITH ONLY 10 RECIPIENTS, THAT NUMBER INCREMENTALLY GREW, REACHING THE CURRENT COMPLEMENT OF 64 JURISDICTIONS IN 2012. FOR A QUARTER-CENTURY, THE ELC COOPERATIVE AGREEMENT HAS PROVIDED HUNDREDS OF MILLIONS OF DOLLARS EACH YEAR TO ALL 50 STATES, SEVERAL LARGE LOCAL HEALTH DEPARTMENTS, AND U.S. TERRITORIES AND AFFILIATES TO DETECT, RESPOND TO, CONTROL, AND PREVENT INFECTIOUS DISEASES. STARTING IN 2020, THIS COOPERATIVE AGREEMENT HAS BEEN THE KEY VEHICLE TO ADDRESS THE COVID-19 PANDEMIC IN THE UNITED STATES. THE PRIMARY FOCUS OF THIS FUNDING THROUGH 2023 WILL BE TO DETECT, PREVENT AND RESPOND TO THE GROWING THREATS POSED BY INFECTIOUS DISEASE THROUGH THREE CORE AREAS: SURVEILLANCE, DETECTION AND RESPONSE; PREVENTION AND INTERVENTION; AND COMMUNICATIONS, COORDINATION AND PARTNERSHIPS. HELUNA HEALTH HAS PARTNERED WITH THE CALIFORNIA DEPARTMENT OF PUBLIC HEALTH SINCE 1995 TO BUILD AND STRENGTHEN PUBLIC HEALTH SYSTEMS RELATED TO COMMUNICABLE DISEASES IN CALIFORNIA.EPIDEMIOLOGY LABORATORY AND CAPACITY (ELC) CDC COVID-19 STATE, TRIBAL, LOCAL, AND TERRITORIAL FUNDING:THE U.S. GOVERNMENT HAS TAKEN UNPRECEDENTED ACTION TO ADDRESS THE PUBLIC HEALTH THREAT POSED BY THIS NEW CORONAVIRUS. TO ACCELERATE RESPONSE EFFORTS, CDC RECEIVED SUPPLEMENTAL FUNDS THROUGH FIVE CONGRESSIONAL ACTS: THE CORONAVIRUS PREPAREDNESS AND RESPONSE SUPPLEMENTAL APPROPRIATIONS ACT, 2020; CORONAVIRUS AID, RELIEF, AND ECONOMIC SECURITY ACT; PAYCHECK PROTECTION PROGRAM AND HEALTH CARE ENHANCEMENT ACT; CORONAVIRUS RESPONSE AND RELIEF SUPPLEMENTAL APPROPRIATIONS ACT, 2021; AND AMERICAN RESCUE PLAN ACT OF 2021. CDC IS ACTIVELY FUNDING STATE, TRIBAL, LOCAL, AND TERRITORIAL PUBLIC HEALTH ORGANIZATIONS TO MEET THE CHALLENGES OF THIS FAST-MOVING PUBLIC HEALTH THREAT. THE ELC COOPERATIVE AGREEMENT STRENGTHENS PUBLIC HEALTH PROGRAM GROWTH WHILE PROVIDING CRUCIAL FLEXIBILITY NEEDED TO ADDRESS EMERGING INFECTIOUS DISEASE THREATS. IN THE EVENT OF PUBLIC HEALTH CRISIS, CDC OFTEN DISTRIBUTES FUNDING THROUGH THE ELC COOPERATIVE AGREEMENT. THROUGH THIS FUNDING, HELUNA HEALTH HAS PARTNERED WITH CALIFORNIA DEPARTMENT OF PUBLIC HEALTH TO BOTH BUILD AND STRENGTHEN PUBLIC HEALTH SYSTEMS RELATED TO EMERGING INFECTIOUS DISEASE ISSUES IN CALIFORNIA. 47701151 WIC: THE SPECIAL SUPPLEMENTAL NUTRITION PROGRAM FOR WOMEN, INFANTS AND CHILDREN:WIC IS A USDA-FUNDED FOOD AND NUTRITION EDUCATION PROGRAM FOR PREGNANT, BREASTFEEDING, AND POSTPARTUM WOMEN, INFANTS AND CHILDREN UNDER THE AGE OF FIVE WHO ARE LOWER INCOME (UP TO 185% OF POVERTY LEVEL) AND AT NUTRITIONAL RISK. ESTABLISHED IN 1974, THE GOAL OF THE WIC PROGRAM IS TO IMPROVE THE HEALTH AND NUTRITIONAL STATUS OF PARTICIPANTS DURING CRITICAL TIMES OF GROWTH AND DEVELOPMENT. CORE WIC SERVICES INCLUDE NUTRITION EDUCATION, BREASTFEEDING EDUCATION AND SUPPORT, REFERRALS TO COMMUNITY SERVICES AND NUTRITIOUS FOODS. APPROXIMATELY 20% OF THE INDIVIDUALS SERVED ARE WOMEN, 25% ARE INFANTS, AND THE REMAINING 55% ARE CHILDREN AGE ONE TO FIVE.PHFE WIC HAS BEEN PROVIDING HIGH-QUALITY WIC SERVICES IN LOS ANGELES COUNTY FOR OVER 40 YEARS, ORANGE COUNTY FOR 23 YEARS, AND SAN BERNARDINO COUNTY FOR 14 YEARS. FORTY-SEVEN WIC CENTERS ARE STRATEGICALLY LOCATED IN HIGH-DENSITY AREAS OF NEED THROUGHOUT THE THREE COUNTIES SERVING A CURRENT CASELOAD OF APPROXIMATELY 200,000 PARTICIPANTS EACH MONTH. PHFE WIC HAS APPROXIMATELY 580 EMPLOYEES, WHICH INCLUDE 170 NUTRITIONISTS, OTHER PROFESSIONALS SUCH AS LACTATION CONSULTANTS AND BREASTFEEDING PEER COUNSELORS, AND 375 PARAPROFESSIONALS PROVIDING 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, ARABIC AND ARMENIAN. IN 2019, WIC BEGAN PROVIDING FOOD BENEFITS TO FAMILIES BY INTRODUCING THE CALIFORNIA WIC CARD. THIS IMPORTANT CHANGE SUBSTANTIALLY IMPROVED THE WIC PARTICIPANT EXPERIENCE. FROM THE WIC PROGRAM'S INCEPTION IN 1974 THROUGH OCTOBER 2019, WIC FAMILIES HAVE USED PAPER CHECKS TO PURCHASE THEIR WIC FOODS. THIS CHANGE FROM PAPER CHECKS TO AN ELECTRONIC BENEFIT (EBT) SYSTEM HAS DRASTICALLY IMPROVED THE WIC PARTICIPANT SHOPPING EXPERIENCE. SINCE THE START OF THE COVID PANDEMIC PHFE WIC PIVOTED TO REMOTE OPERATIONS. OVER 80% OF STAFF ARE TELEWORKING, PROVIDING CORE WIC SERVICES REMOTELY AND PROVIDING BENEFITS SEAMLESSLY TO OUR FAMILIES.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. 9867091 COUNTY OF SANTA CLARA:WITH THE ACTIVATION OF ITS' EMERGENCY OPERATIONS CENTER IN RESPONSE TO THE COVID-19 PANDEMIC, SANTA CLARA COUNTY DEPARTMENT OF PUBLIC HEALTH (SCCDPH) HAS CONTRACTED WITH HELUNA HEALTH TO PROVIDE MULTI-LEVEL STAFFING INFRASTRUCTURE AND DEVELOPMENT TO SUPPORT CASE INVESTIGATION AND CONTACT TRACING (CICT) AND VACCINATION EFFORTS. THE CICT PORTION OF THIS PROGRAM IS VOLUNTEER BASED AND LED BY A TEAM OF HELUNA HEALTH STAFF TO IDENTIFY, TRAIN AND PROVIDE OVERSIGHT OF SCCDPH'S CICT VOLUNTEERS. MANY VOLUNTEERS HAVE BEEN RECRUITED FROM PUBLIC ENTITIES OR ARE DISASTER SERVICE WORKERS TEMPORARILY ASSIGNED TO SUPPORT THE COUNTY'S COVID-19 RESPONSE EFFORTS. 120553971 250000 25629892 OTHER PROGRAM SERVICES:1) THE UNITED COUNCIL OF HUMAN SERVICES ("UCHS") IS COMMITTED TO FEEDING THE HUNGRY, CLOTHING PEOPLE IN NEED, AND HELPING HOMELESS AND LOW-INCOME INDIVIDUALS AND THEIR FAMILIES RAISE THEIR STANDARD OF LIVING THROUGH SELF-HELP. UCHS, THROUGH ITS OPERATION OF HOPE HOUSE, MOTHER BROWN'S DINING ROOM AND BAYVIEW HUNTERS POINT MULTI-SERVICE DROP-IN CENTER, PROVIDES A VAST ARRAY OF SERVICES TO HOMELESS AND LOW-INCOME FAMILIES INCLUDING HOUSING, MEALS, AND LIFE SKILLS CLASSES, IN ADDITION TO OTHER RESOURCES. HELUNA HEALTH PARTNERS WITH THE CITY AND COUNTY OF SAN FRANCISCO TO PROVIDE FISCAL SPONSORSHIP FOR UCHS.UCHS ALSO HAS A PROGRAM EXCLUSIVELY FOR VETERANS CALLED HOPE HOUSE FOR VETERANS TRANSITIONAL HOUSING GRANT WHICH IS A PROGRAM COMMITTED TO IMPROVING THE LIVES OF VETERANS BY PROVIDING SUPPORTIVE SERVICES IN A RESIDENTIAL ENVIRONMENT. IN ADDITION TO HOUSING, UCHS OFFERS THERAPEUTIC ACTIVITIES DESIGNED TO ENABLE EACH VETERAN TO ADDRESS MAJOR ISSUES THAT HAVE CAUSED OR CONTRIBUTED TO THEIR PRESENT SITUATION. THE MAXIMUM STAY IS 24 MONTHS AND THROUGHOUT THEIR STAY, CLIENTS ARE EXPECTED TO LIVE IN A CLEAN AND SOBER ENVIRONMENT WITH THE ASSISTANCE OF CASE MANAGERS. RECENTLY, IN RESPONSE TO THE COVID-19 PANDEMIC, UCHS ADVOCATED FOR TRANSFORMING THE BAYVIEW'S PIER 94 INTO A TRANSITIONAL NON-CONGREGATE SHELTER THAT HOUSES 120 RECREATIONAL VEHICLES ACQUIRED BY THE CITY OF SAN FRANCISCO. UCHS HAS PLAYED AN INSTRUMENTAL ROLE IN THE SUCCESSFUL DAY-TO-DAY OPERATION OF THE RV PARK, PROVIDING THREE MEALS A DAY TO ITS RESIDENTS. WITH THE RV PARK, PEOPLE EXPERIENCING HOMELESSNESS DURING THE PANDEMIC HAVE HAD A SENSE OF SECURITY AND STABILITY. UCHS HAS ALSO SET UP THE BAYVIEW SAFE SLEEPING VILLAGE IN RESPONSE TO THE COVID-19 PANDEMIC ON A TIME-LIMITED AND AS-NEEDED BASIS TO REDUCE THE SPREAD OF THE VIRUS AND ADDRESS THE NEEDS OF VULNERABLE POPULATIONS. THIS SITE PROVIDES TENTS AND BEDS TO UNSHELTERED INDIVIDUALS AND OPERATES OUTSIDE OF THE DROP-IN CENTER, WHERE GUESTS CAN RECEIVE MEALS, SHOWER AND HAVE ACCESS TO ADDITIONAL SERVICES. 2) CONTRA COSTA HEALTH SERVICES-PUBLIC HEALTH DIVISION - PROVIDES CONSULTATION AND TECHNICAL ASSISTANCE WITH REGARD TO COMMUNITY HEALTH PROMOTION FOR HEALTH EMERGENCIES, PUBLIC HEALTH, ENVIRONMENTAL HEALTH, AND EMERGENCY MEDICAL SERVICES. HELUNA HEALTH PROVIDES STAFFING AND FISCAL ADMINISTRATIVE SUPPORT FOR CONTRA COSTA PROGRAMS.CONTRA COSTA SENIOR NUTRITION PROGRAM (MEALS ON WHEELS) -THE SENIOR NUTRITION PROGRAM PROVIDES NUTRITIOUS DAILY MEALS COUNTYWIDE FOR ADULTS AGE 60+. THEY ARE SERVED IN A SOCIAL SETTING AT 17 CONTRA COSTA CAFES AND 96 MEALS ON WHEELS ROUTES IN LOCAL COMMUNITIES THROUGHOUT THE COUNTY, OR DELIVERED TO THE RESIDENCE OF HOMEBOUND ADULTS. CONTRA COSTA HEALTH, HOUSING AND HOMELESS SERVICES (H3) -HELUNA HEALTH SUPPORTS CONTRA COSTA COUNTY'S HEALTH, HOUSING, AND HOMELESS SERVICES DIVISION (H3) BY OPERATING A HOMELESS SERVICE DELIVERY SYSTEM THAT INCLUDES STREET OUTREACH, RESPITE AND EMERGENCY SHELTERS, INDEPENDENT LIVING PROGRAMS FOR TRANSITION-AGE YOUTH, AND PERMANENT SUPPORTIVE HOUSING FOR ADULTS, YOUTH, AND FAMILIES. 3) THE CALIFORNIA EMERGING INFECTIONS PROGRAM (CEIP) IS ONE OF TEN EIP SITES ACROSS THE UNITED STATES. CEIP IS FUNDED BY THE UNITED STATES CENTERS FOR DISEASE CONTROL AND PREVENTION (CDC) AND IS FISCALLY SPONSORED BY HELUNA HEALTH. AS PART OF THE EIP NETWORK, CEIP HAS BEEN A CRITICAL NATIONAL RESOURCE FOR THE SURVEILLANCE, PREVENTION, AND CONTROL OF EMERGING INFECTIOUS DISEASES. CEIP FUNCTIONS UNDER A COOPERATIVE AGREEMENT WITH THE CDC AND IS A COLLABORATION BETWEEN THE CALIFORNIA DEPARTMENT OF PUBLIC HEALTH, THE UC BERKELEY SCHOOL OF PUBLIC HEALTH, THE UC SAN FRANCISCO SCHOOL OF MEDICINE, HELUNA HEALTH, AND MULTIPLE BAY AREA LOCAL HEALTH JURISDICTIONS. CEIP WAS INITIATED IN 1994 WITH DIRECTORS ARTHUR REINGOLD, MD, ASSOCIATE DIRECTOR GRETCHEN ROTHROCK, MPH, AND SEVEN EMPLOYEES. IT NOW EMPLOYS OVER 45 STAFF.4) BRIDGE HIV IS A GLOBAL LEADER IN HIV PREVENTION, RESEARCH, AND EDUCATION. THE PROGRAM WORKS WITH LOCAL AND INTERNATIONAL COMMUNITIES TO DISCOVER EFFECTIVE HIV PREVENTION STRATEGIES THROUGH RESEARCH, COMMUNITY PARTNERSHIPS, AND EDUCATIONAL INITIATIVES. OPERATING AS A CLINICAL TRIALS UNIT WITHIN THE SAN FRANCISCO DEPARTMENT OF PUBLIC HEALTH AND AFFILIATED WITH THE UNIVERSITY OF CALIFORNIA, SAN FRANCISCO, AS WELL AS HELUNA HEALTH AS ITS FISCAL SPONSOR. BRIDGE HIV CONDUCTS INNOVATIVE RESEARCH THAT GUIDES GLOBAL APPROACHES IN HIV PREVENTION. BRIDGE HIV'S HERITAGE IN THE EARLY FIGHT AGAINST HIV/AIDS HAS MADE IT A TRUSTED AND RENOWNED RESOURCE FOR UNDERSTANDING HIV INFECTION AND DISEASE. BRIDGE HIV ENGAGES IN COLLABORATIONS, SUCH AS THE PARTNERSHIP WITH HELUNA HEALTH, THAT INCLUDE STUDIES TO IDENTIFY A SAFE AND EFFECTIVE HIV VACCINE, AS WELL AS OTHER INNOVATIVE BIOMEDICAL HIV PREVENTION STRATEGIES.5) THE SAN FRANCISCO HOMELESS OUTREACH TEAM (SFHOT) IS A COLLABORATION BETWEEN THE SAN FRANCISCO DEPARTMENT OF PUBLIC HEALTH, THE HUMAN SERVICES AGENCY, SAN FRANCISCO PUBLIC LIBRARY, HELUNA HEALTH, AND THE DEPARTMENT OF HOMELESSNESS AND SUPPORTIVE HOUSING ("DHSH"). THE PROGRAM SEEKS TO REACH CHRONICALLY HOMELESS ADULTS ON THE STREETS OF SAN FRANCISCO THAT ARE HIGH-RISK, HARD-TO-ENGAGE, AND TYPICALLY DO NOT SEEK SERVICES. SFHOT CASE MANAGERS, ENGAGEMENT SPECIALISTS, AND SENIOR ENGAGEMENT SPECIALISTS BUILD A RAPPORT WITH HOMELESS ADULTS AND THEN CONNECT THEM WITH NEEDED SERVICES. HELUNA HEALTH PROVIDES PUBLIC HEALTH AND ADMINISTRATIVE SUPPORT FOR THIS PROGRAM IN PARTNERSHIP WITH THE SAN FRANCISCO DEPARTMENT OF HOMELESSNESS AND SUPPORTIVE HOUSING. 6) ANGELS CHILD CARE FOOD PROGRAM (CCFP) EDUCATES AND TRAINS LICENSED DAY CARE PROVIDERS TO PROVIDE NUTRITIOUS MEALS THAT PROMOTE LIFELONG, HEALTHY EATING HABITS IN CHILDREN. ANGELS CCFP SERVICES LICENSED DAYCARE PROVIDERS IN THE LOS ANGELES, ORANGE, RIVERSIDE, SAN BERNARDINO AND VENTURA COUNTIES WITH A NUTRITION EDUCATION AND REIMBURSEMENT PROGRAM. ANGELS CCFP PLAYS A VITAL ROLE IN IMPROVING THE QUALITY OF DAYCARE AND MAKING IT MORE AFFORDABLE FOR MANY LOW-INCOME FAMILIES. PROVIDERS RECEIVE NUTRITION TRAINING AND MONITORED VISITS EVERY FOUR MONTHS TO ASSURE THAT THEY ARE PROVIDING THE REQUIRED MEALS TO CHILDREN IN THEIR CARE. EACH DAY, THOUSANDS OF CHILDREN RECEIVE NUTRITIOUS MEALS AND SNACKS THROUGH THE PROGRAM.7) TEMPORARY PERSONNEL SERVICES - HELUNA HEALTH WAS ENGAGED TO PERFORM TEMPORARY PERSONNEL SERVICES FOR A VARIETY OF PROGRAMS TO ASSIST IN QUICKLY HIRING HUNDREDS OF TEMPORARY STAFF WORKERS TO PERFORM MULTIPLE FUNCTIONS AND PROMOTE CONTINUED READINESS, CONTACT TRACING AND VACCINATION IN RESPONSE TO THE COVID-19 PANDEMIC. 120553971 250000 25629892 586374657 1 1 0 1 0 0 0 0 1 0 1 0 0 0 1 1 1 0 0 1 1 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 277 0 1 2340 1 0 0 0 0 0 0 0 0 0 0 0 0 X 15 15 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 CA X X BRIAN GIESELER CFO 5622227894 13300 CROSSROADS PARKWAY NORTH CITY OF INDUSTRY CA 91746 ALEXANDER BAKER VICE CHAIR 5.00 X 0 0 0 CARLADENISE EDWARDS BOARD MEMBER 3.00 X 0 0 0 EDWARD YIP BOARD MEMBER 3.00 X 0 0 0 ERIK D RAMANATHAN CHAIR 10.00 X 0 0 0 GEORGIA CASCIATO BOARD MEMBER 3.00 X 0 0 0 JEAN O'CONNOR BOARD MEMBER 3.00 X 0 0 0 NICOLE J MACARCHUK BOARD MEMBER 3.00 X 0 0 0 ROBERT JENKS TREASURER 5.00 X 0 0 0 SANTOSH VETTICADEN BOARD MEMBER 3.00 X 0 0 0 SARAH MULLEN RICH BOARD MEMBER 3.00 X 0 0 0 SCOTT FILER BOARD MEMBER 3.00 X 0 0 0 SUSAN DE SANTI BOARD MEMBER 3.00 X 0 0 0 TAMARA JOSEPH SECRETARY 5.00 X 0 0 0 VIVIAN VASALLO BOARD MEMBER 3.00 X 0 0 0 VON NGUYEN BOARD MEMBER 3.00 X 0 0 0 BLAYNE CUTLER MD PHD PRESIDENT & CEO 40.00 X 440541 0 37306 BRIAN GIESELER CFO 40.00 X 312239 0 29813 PETER DALE CHIEF PROGRAM OFFICER 40.00 X 248408 0 23626 TIMOTHY SEIFERT CHIEF HR OFFICER 40.00 X 277061 0 25352 JOSEPH MANGARAPU SELVARAJ IT DIRECTOR-BUSINESS APPLICATIONS 40.00 X 211014 0 20074 KEVIN TRAN CONTROLLER 40.00 X 237949 0 22908 KIRAN SALUJA EXECUTIVE DIRECTOR (WIC PROGRAM) 40.00 X 211672 0 20096 LEO PAK CHIEF-TECH/INNOVATION (LANES PROG) 40.00 X 240178 0 23418 LINDA YEOMANS DIRECTOR OF ADVANCEMENT 40.00 X 195722 0 15426 2374784 0 218019 102 0 1 0 SOMAVA SAHA STOUT 32 SCHOOL ST LEXINGTON MA 02421 CONSULTING SERVICES 334982 DAVIS RESEARCH LLC 26610 AGOURA RD STE 240 CALABASAS CA 91302 RESEARCH SERVICES 300000 FOLEY AND LARDNER LLP 555 S FLOWER ST SUITE 3300 LOS ANGELES CA 90071 LEGAL SERVICES 169694 DELL MARKETING LP PO BOX 910916 C/O DELL USA LP PASADENA CA 91101 TECHNICAL SUPPORT SERVICES 160679 KORDAB LAW OFFICES 300 S HARBOR BLVD STE 820 ANAHEIM CA 92805 LEGAL SERVICES 150000 11 582228221 119500 49148 582347721 MANAGEMENT FEES 900099 19455027 19455027 PRIVATE CONTRACTS 624100 6135147 6135147 25590174 153 153 OTHER INCOME 900099 39718 39718 39718 607977766 25629892 0 153 X 250000 250000 1426284 1426284 125300136 117263165 8036971 6373526 5957751 415775 21755047 20296742 1458305 10603082 9919507 683575 395629 160892 234737 91305 91305 45000 45000 412416902 411716645 700257 1867754 1830038 37716 915718 621559 294159 3377118 2255367 1121751 9484835 8581728 903107 652619 635400 17219 688074 651053 37021 1346800 1023799 323001 876059 376829 499230 SUPPLIES 4433177 4433177 EQUIP RENTAL & MAINT 313910 286016 27894 MEMBERSHIP/SUBSCRIPTION 236940 103727 133213 IN-KIND SUPPLIES 49148 11262 37886 602899063 586374657 16524406 0 14921901 7893534 508621 508773 19073473 64034004 2021703 129170955 13953739 10151533 2877934 3802206 442794 407849 39846426 205817321 15587862 47093765 293077 127326336 14640427 16957540 30521366 191377641 X 9046634 14439680 278426 0 9325060 14439680 39846426 205817321 5078703 35917 0 X X 0 1 X 1 1 1 X 97342024 107843425 113762863 121296130 582347721 1022592163 97342024 107843425 113762863 121296130 582347721 1022592163 1022592163 3208 153 3361 37517 23839 97622 72021 39718 270717 1022866241 84337361 0.99970 0.99950 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 1 45000 0 0 45000 0 PART II-B, LINE 1G, LOBBYING ACTIVITIES: ADVOCACY FOR PUBLIC FUNDING PRIORITIES THAT MAY HAVE AN IMPACT ON OUR PROGRAMS. 0 1 X 769708 702042 67666 12951891 9449491 3502400 232140 232140 3802206 ADVANCE ON GRANTOR PAYMENTS 3153570 ACCOUNTABILITY FOR PROGRAM ASSETS 3489870 CAPITAL LEASE OBLIGATIONS 18975 AGENCY AND OTHER FUNDS PAYABLE 10295125 16957540 X 608013683 35917 35917 607977766 0 607977766 602899063 0 602899063 0 602899063 PART IV, LINE 2B: CERTAIN AMOUNTS ARE COLLECTED FOR CONTRACTS WHERE HELUNA HEALTH ADMINISTERS SERVICES AS OUTLINED IN THE AGREEMENT AND MAKES REIMBURSEMENTS TO HEALTH AND SOCIAL SERVICE PROVIDERS FOR PARTICULAR PROJECTS FOR A FEE; THESE CONTRACTS ARE NOT COST REIMBURSEMENTS. HELUNA HEALTH IS RESPONSIBLE FOR SERVICING THE FUNDS AND EITHER PROVIDES SERVICES THROUGH ITS PROGRAMS OR OUTSOURCES SUCH SERVICES TO THIRD PARTIES. HELUNA HEALTH EARNS REVENUE AND CHARGES ADMINISTRATIVE FEES FOR PROVIDING THESE SERVICES. CERTAIN AMOUNTS ARE COLLECTED ON BEHALF OF AGENCIES AND CHARITIES WHERE HELUNA HEALTH IS ADMINISTERING THE PAYMENTS OF EXPENSES FOR THESE ORGANIZATIONS. HELUNA HEALTH RECEIVES FUNDS FROM DONORS ON BEHALF OF ITS PROGRAMS FOR WHICH HELUNA HEALTH ACTS AS AN AGENT COLLECTING AND DISBURSING FUNDS AT THE DIRECTION OF EACH PROGRAM. HELUNA HEALTH HAS LITTLE TO NO DISCRETION ON HOW SUCH FUNDS ARE USED. HELUNA HEALTH ALSO EARNS AN ADMINISTRATIVE FEE FOR THESE SERVICES. PART X, LINE 2: HELUNA HEALTH IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND CALIFORNIA INCOME TAXES UNDER SECTION 23701(D) OF THE CALIFORNIA REVENUE AND TAXATION CODE ON ITS INCOME OTHER THAN FOR UNRELATED BUSINESS INCOME. MANAGEMENT EVALUATES UNCERTAINTY IN INCOME TAXES FOR TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN THE COURSE OF PREPARING HELUNA HEALTH'S TAX RETURNS TO DETERMINE WHETHER THE TAX POSITIONS ARE "MORE-LIKELY-THAN-NOT" OF BEING SUSTAINED BY THE APPLICABLE TAX AUTHORITY. TAX POSITIONS DEEMED TO MEET THE MORE-LIKELY-THAN-NOT THRESHOLD ARE REQUIRED TO BE RECORDED AS A TAX BENEFIT OR EXPENSE IN THE CURRENT YEAR. ADDITIONALLY, THIS INTERPRETATION PROVIDES GUIDANCE ON DE-RECOGNITION, CLASSIFICATION, INTEREST AND PENALTIES, DISCLOSURE AND TRANSITION. THERE WERE NO UNCERTAIN TAX POSITIONS THAT WERE CONSIDERED MORE-LIKELY-THAN-NOT OF BEING SUSTAINED BY APPLICABLE TAX AUTHORITIES AS OF JUNE 30, 2021 AND 2020. HELUNA HEALTH'S FEDERAL AND STATE INCOME TAX RETURNS PRIOR TO 2018 AND 2017, RESPECTIVELY, ARE CLOSED AND MANAGEMENT CONTINUALLY EVALUATES EXPIRING STATUTES OF LIMITATIONS, AUDITS, PROPOSED SETTLEMENTS, CHANGES IN TAX LAW AND NEW AUTHORITATIVE RULINGS. SOUTH AMERICA - ARGENTINA, BOLIVIA, BRAZIL, CHILE, COLUMBIA, ECUADOR, 0 0 PROGRAM SERVICES HIV PREVENTION AND CARE DISPARITY 145589 SOUTH AMERICA - ARGENTINA, BOLIVIA, BRAZIL, CHILE, COLUMBIA, ECUADOR, 0 0 PROGRAM SERVICES DATA ANALYSIS AND RESEARCH 23688 EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM 0 0 PROGRAM SERVICES IT SERVICES 35040 SOUTH ASIA - AFGHANISTAN, BANGLADESH, BHUTAN, INDIA, MALDIVES, NEPAL, 0 0 PROGRAM SERVICES DATA MANAGEMENT/RESEARCH & TRAINING 28601 NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES 0 0 PROGRAM SERVICES DATA ANALYSIS AND RESEARCH 30000 NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES 0 0 PROGRAM SERVICES IT SERVICES 20347 0 0 0 0 0 0 283265 0 283265 0 0 0 0 0 0 PART III ACCOUNTING METHOD: 1 UCSF FOUNDATION PO BOX 45339 SAN FRANCISCO CA 941450039 942829914 501(C)(3) 250000 SEE PART IV "SUPPLEMENTAL INFORMATION" 1 0 PART I, LINE 2: THE ORGANIZATION MONITORS GRANTS TO OTHER ORGANIZATIONS TO ENSURE THE GRANTS ARE USED FOR THEIR EXEMPT PURPOSE(S). PART II, COLUMN (H): PURPOSE OF GRANT OR ASSISTANCE: TO TEST HIGH-RISK, UNSHELTERED INDIVIDUALS AND SUPPORT THE CONTAINMENT OF THE COVID-19 VIRUS AMONG THIS POPULATION X X X X 0 1 0 0 0 0 0 1 0 BLAYNE CUTLER MD PHD PRESIDENT & CEO 355541 0 85000 0 0 0 27125 0 10181 0 477847 0 0 0 BRIAN GIESELER CFO 249595 0 62644 0 0 0 19842 0 9971 0 342052 0 0 0 TIMOTHY SEIFERT CHIEF HR OFFICER 230261 0 46800 0 0 0 16790 0 8562 0 302413 0 0 0 PETER DALE CHIEF PROGRAM OFFICER 178308 0 70100 0 0 0 15364 0 8262 0 272034 0 0 0 LEO PAK CHIEF-TECH/INNOVATION (LANES PROG) 240178 0 0 0 0 0 15156 0 8262 0 263596 0 0 0 KEVIN TRAN CONTROLLER 193598 0 44351 0 0 0 14345 0 8563 0 260857 0 0 0 KIRAN SALUJA EXECUTIVE DIRECTOR (WIC PROGRAM) 172952 0 38720 0 0 0 12930 0 7166 0 231768 0 0 0 JOSEPH MANGARAPU SELVARAJ IT DIRECTOR-BUSINESS APPLICATIONS 167191 0 43823 0 0 0 12908 0 7166 0 231088 0 0 0 LINDA YEOMANS DIRECTOR OF ADVANCEMENT 156410 0 39312 0 0 0 11990 0 3436 0 211148 0 0 0 PART I, LINE 4B EXECUTIVE NON-QUALIFIED 457(F) PLAN: DURING THE YEAR ENDED JUNE 30, 2020, HELUNA HEALTH ESTABLISHED A SUPPLEMENTAL RETIREMENT PLAN FOR CERTAIN ELIGIBLE SENIOR EXECUTIVES. THE PLAN IS A NON-QUALIFIED DEFERRED COMPENSATION PLAN INTENDED TO COMPLY WITH IRS CODE SECTION 457(F). CONTRIBUTIONS TO THE PLAN REMAIN UNRESTRICTED ASSETS OF HELUNA HEALTH UNTIL THE PLAN VESTING REQUIREMENTS ARE MET. EMPLOYER CONTRIBUTION PLUS ANY UNREALIZED GAIN OR LOSS AMOUNTED TO $301,664 FOR THE YEAR ENDED JUNE 30, 2021. PART I, LINE 7 INCLUDED IN SCHEDULE J, COLUMN B(II) ARE AMOUNTS REPRESENTING BONUSES. THE BONUS AMOUNTS WERE APPROVED BY THE BOARD OF DIRECTORS WHEN THEY APPROVED 1) THE ANNUAL BUDGET FOR HELUNA HEALTH 2) THE CEO'S SPECIFIC BONUS, AND 3) THE CEO HAVING THE AUTHORITY TO AWARD BONUSES TO OTHER HELUNA HEALTH EMPLOYEES. ANY BONUSES AWARDED ARE INCLUDED IN EACH INDIVIDUAL'S 2020 W-2. X DIAPERS/OTHER 75080 49148 FAIR MARKET VALUE 0 0 0 PART I, COLUMN (B): IN COLUMN (B), THE ORGANIZATION IS REPORTING THE NUMBER OF ITEMS CONTRIBUTED. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS REVIEWED AND APPROVED BY A BOARD-APPOINTED AUDIT COMMITTEE WITH COPIES OF THE FORM PROVIDED TO ALL THE BOARD MEMBERS. FORM 990, PART VI, SECTION B, LINE 12C THERE IS AN ANNUAL BOARD DISCUSSION OF POLICIES AND EACH BOARD MEMBER SIGNS A CONFLICT OF INTEREST AND CODE OF ETHICS POLICY EACH YEAR. AS POTENTIAL CONFLICTS ARISE, THEY ARE DISCUSSED AND MANAGED BY THE BOARD'S GOVERNANCE COMMITTEE. FORM 990, PART VI, SECTION B, LINE 15A COMPENSATION IS REVIEWED IN RELATIONSHIP TO MARKET AND SUBJECT TO VOTE BY THE FULL BOARD. FORM 990, PART VI, SECTION C, LINE 19 AUDITED FINANCIAL STATEMENTS AND OTHER GOVERNING DOCUMENTS ARE POSTED ON THE ORGANIZATION'S WEBSITE (WWW.HELUNAHEALTH.ORG). OTHER MATERIALS ARE AVAILABLE UPON REQUEST. FORM 990, PART IX, LINE 11G OTHER PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 6,622,855. MANAGEMENT AND GENERAL EXPENSES 71,309. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 6,694,164. SUBCONTRACTORS: PROGRAM SERVICE EXPENSES 18,871,511. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 18,871,511. OUTSIDE SERVICES: PROGRAM SERVICE EXPENSES 1,354,891. MANAGEMENT AND GENERAL EXPENSES 628,948. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,983,839. SUBRECIPIENTS: PROGRAM SERVICE EXPENSES 384,867,388. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 384,867,388. FORM 990, PART XII, LINE 2C: THE ORGANIZATION'S PROCESSES FOR OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT HAVE NOT CHANGED FROM THE PREVIOUS FISCAL YEAR.