2021-11-13T09:30:38-06:00 2020-12-31 350921680 CROWE LLP 575 Market Street Suite 3300 San Francisco CA 941055829 990 2020-01-01 941646278 Public Health Institute PUBL 5102855500 555 12th Street 290 Oakland CA 946074046 Israel Ghebretinsae Chief Financial Officer 2021-11-13 true Israel Ghebretinsae 999009999 Diane Brown P01578407 4155761100 2020 2022-09-23 18:48:47Z X Dr Mary A Pittman 555 12th Street 290 Oakland CA 946074046 194485942 false X www.PHI.org X 1964 CA PUBLIC HEALTH INSTITUTE GENERATES AND PROMOTES RESEARCH, LEADERSHIP AND PARTNERSHIPS TO BUILD CAPACITY FOR STRONG PUBLIC HEALTH POLICY, PROGRAMS, SYSTEMS AND PRACTICES. 10 8 1138 8 0 0 22917247 110230613 97790792 84171226 181157 84103 0 0 120889196 194485942 21417274 27219242 0 70516908 84510924 0 0 2168 29148527 42798011 121082709 154528177 -193513 39957765 40649732 92707393 21986811 33767028 18662921 58940365 X PUBLIC HEALTH INSTITUTE GENERATES AND PROMOTES RESEARCH, LEADERSHIP AND PARTNERSHIPS TO BUILD CAPACITY FOR STRONG PUBLIC HEALTH POLICY, PROGRAMS, SYSTEMS AND PRACTICES. true false 31913561 11935412 31913561 CHILDREN'S ONCOLOGY GROUP COORDINATING CENTER: MONROVIA, CA: THE PUBLIC HEALTH INSTITUTE SERVES, THROUGH A SUBAWARD FROM CHILDREN'S HOSPITAL OF PHILADELPHIA, AS THE CHILDREN'S ONCOLOGY GROUP COORDINATING CENTER (COGCC) IN MONROVIA, CALIFORNIA. COGCC IS THE PRIMARY HEADQUARTERS FOR THE OPERATIONS OF THE CHILDREN'S ONCOLOGY GROUP (COG), PROVIDING ADMINISTRATIVE AS WELL AS STATISTICAL AND DATA MANAGEMENT SUPPORT. COG, A NATIONAL CANCER INSTITUTE (NCI) SUPPORTED CLINICAL TRIALS GROUP, IS THE WORLD'S LARGEST ORGANIZATION DEVOTED EXCLUSIVELY TO CHILDHOOD AND ADOLESCENT CANCER RESEARCH. THE NCI COOPERATIVE GROUP SYSTEM FOR CLINICAL RESEARCH BEGAN IN 1955 WITH A CONSORTIUM FOCUSED ON CHILDHOOD CANCER RESEARCH. BY THE END OF THE 1990S THERE WERE NINE GROUPS FUNDED BY THE NCI TO CONDUCT RESEARCH IN ADULTS WITH CANCER, AND FOUR COOPERATIVE GROUPS FUNDED WITH A FOCUS ON CHILDHOOD CANCER RESEARCH. IN THE YEAR 2000 THE FOUR PEDIATRIC GROUPS VOLUNTARILY MERGED EFFORTS TO CREATE THE CHILDREN'S ONCOLOGY GROUP. TOGETHER, COG AND COGCC HAVE TWENTY YEARS OF EXPERIENCE IN CARRYING OUT EFFICIENT, HIGH IMPACT RESEARCH FOR CHILDREN WITH CANCER. MORE THAN 90% OF THE 13,500 CHILDREN AND ADOLESCENTS DIAGNOSED WITH CANCER EACH YEAR IN THE UNITED STATES ARE CARED FOR AT COG MEMBER INSTITUTIONS, ALLOWING FOR APPROXIMATELY 50% TO 60% OF NEWLY DIAGNOSED CHILDREN WITH CANCER TO BE ENROLLED ONTO A COG CLINICAL TRIAL, WITH ALMOST 90% OF THOSE LESS THAN 5 YEARS OF AGE PARTICIPATING IN COG RESEARCH. THE COG COORDINATING CENTER STAFF COMPRISE A NUMBER OF MULTI-DISCIPLINARY TEAMS SUPPORTING CLINICAL TRIAL OPERATIONS. COGCC'S FULL STAFF INCLUDES ABOUT 110 TEAM MEMBERS, WITH ABOUT 7 ADDITIONAL FACULTY STATISTICIANS, EMPLOYED BY THE UNIVERSITY OF SOUTHERN CALIFORNIA, WORKING OUT OF COGCC'S MONROVIA OFFICE. TEAMS ARE MADE UP OF PROTOCOL COORDINATORS, DATA MANAGEMENT PROFESSIONALS AND STATISTICIANS. ADDITIONAL STAFFING GROUPS INCLUDE OPERATIONS AND FINANCE, QUALITY ASSURANCE & SITE AUDITING, INFORMATION TECHNOLOGY, COMPLEX CLINICAL PROJECTS, PHARMACEUTICAL INDUSTRY RELATIONS, AND GROUP MEMBERSHIP. EACH WORK GROUP HAS A MANAGER OR DIRECTOR WITH CONSIDERABLE INDEPENDENCE AND FLEXIBILITY IN MANAGING HIS/HER AREA - THIS ENSURES THAT WE CAN RAPIDLY AND EFFICIENTLY RESPOND TO COG NEEDS. COG IS STRUCTURED TO MAXIMIZE EFFICIENCY, PROMOTE COLLABORATION, AND RETAIN THE FLEXIBILITY TO FOCUS RESOURCES ON THE MOST PROMISING SCIENTIFIC ADVANCES. EXTENSIVE COLLABORATION AND INTEGRATION IS FOUND THROUGHOUT COG'S ORGANIZATION. FOR EXAMPLE, THE STRATEGIC DECISION TO ESTABLISH THE FREESTANDING COG COORDINATING CENTER IN MONROVIA, CA, COMPOSED OF COG'S OPERATIONS CENTER CO-LOCATED WITH KEY COMPONENTS OF COG'S STATISTICS & DATA CENTER, HELPS ENSURE THE LONG-TERM STABILITY OF THE COG RESEARCH ENTERPRISE AND ALLOWS FOR UNINTERRUPTED RESEARCH OPERATIONS THROUGH LEADERSHIP TRANSITIONS. AT ANY GIVEN TIME, THE COG COORDINATING CENTER IS SUPPORTING APPROXIMATELY 45 STUDIES IN DEVELOPMENT, 70 STUDIES ACTIVELY ENROLLING NEW SUBJECTS, AND 100 STUDIES CLOSED TO ENROLLMENT FOR WHICH DATA COLLECTION IS COMPLETING AND DATA ANALYSIS IS IN PROCESS. ANNUALLY, THE COG COORDINATING CENTER FACILITATES APPROXIMATELY 4,000 ENROLLMENTS ONTO COG THERAPEUTIC STUDIES AND MORE THAN 13,000 ENROLLMENTS ONTO NON-THERAPEUTIC STUDIES, WHICH INCLUDE BIOLOGY, SUPPORTIVE CARE, EPIDEMIOLOGY, QUALITY OF LIFE, BEHAVIORAL SCIENCE, AND LATE-EFFECT STUDIES. THE COORDINATING CENTER ALSO SUPPORTS THE ONGOING FOLLOW-UP DATA COLLECTION FOR THE MORE THAN 25,000 CHILDREN ANNUALLY WHO CONTINUE TO BE EVALUATED AT COG MEMBER INSTITUTIONS FOR STUDIES ON WHICH THEY HAVE COMPLETED THERAPY. 24056769 3853993 24056769 THE CENTER FOR WELLNESS AND NUTRITION: SACRAMENTO, CA: THE PUBLIC HEALTH INSTITUTE SERVES AS THE FISCAL PARTNER FOR THE CENTER FOR WELLNESS AND NUTRITION (CWN) IN SACRAMENTO, CALIFORNIA. CWN IS A NATIONAL LEADER IN DEVELOPING CAMPAIGNS, PROGRAMS, AND PARTNERSHIPS TO PROMOTE WELLNESS AND EQUITABLE HEALTH PRACTICES IN THE MOST VULNERABLE COMMUNITIES IN CALIFORNIA AND ACROSS THE COUNTRY. WE HAVE ESTABLISHED RELATIONSHIPS WITH LOCAL, STATE, AND NATIONAL ORGANIZATIONS, AND THROUGH EDUCATION, TRAINING, AND EVALUATION, WE WORK TO MAKE HEALTH ACCESSIBLE FOR ALL. CWN WAS ESTABLISHED IN 2015 AND WORKS IN CALIFORNIA AND THE SOUTHEASTERN REGION OF THE UNITED STATES TO ADVANCE USDA'S FOOD AND NUTRITION EDUCATION PROGRAM, SNAP-ED, THROUGH TRAINING AND TECHNICAL ASSISTANCE, PROGRAM DEVELOPMENT, EVALUATION AND ADMINISTRATIVE SERVICES. OUR WORK IS SPREAD ACROSS 27 STATES AND WE PARTNER WITH 277 ORGANIZATION NATION WIDE TO INCREASE FOOD AND NUTRITION SECURITY AND REDUCE DIET RELATED ILLNESSES AND CHRONIC DISEASE. IN 2020, CWN HOSTED 127 TRAINING SESSIONS REACHING 124 COMMUNITY BASED ORGANIZATIONS AND 1,764 INDIVIDUAL ATTENDEES. CWN PUBLISHED SIX STUDIES AND SHARED PROMISING PRACTICES THROUGH NINE CONFERENCE PRESENTATIONS. CWN HAD THREE PILOT STUDIES UNDERWAY RELATED TO INCREASING FRUIT AND VEGETABLES CONSUMPTION AND REDUCING SUGAR SWEETENED BEVERAGE INTAKE. WE ALSO ADAPTED 42 EVENTS TO MEET COVID-19 GUIDELINES, REACHING 9,000 INDIVIDUALS THROUGH EDUCATIONAL PROGRAMING VIA IN-PERSON ACTIVITIES, VIRTUAL OFFERINGS AND POINT OF SALE SOCIAL MARKETING EFFORTS AT RETAIL STORES AND FARMERS MARKETS. IN 2020, CWN LED A COVID-RESPONSE FOOD SECURITY PROJECT WITH LOS ANGELES COUNTY USING LOCAL CARES ACT FUNDING. CWN COORDINATED WITH 19 COMMUNITY-BASED ORGANIZATIONS, THE LOCAL GOVERNMENT, A TECH COMPANY, GROCERY STORES, AND A NON-PROFIT PARTNER TO PROVIDE GROCERY VOUCHERS AND/OR HOME DELIVERY GROCERY SERVICES THROUGH APP ORDERING TO FAMILIES MOST IMPACTED BY COVID-19, INCLUDING COLLEGE STUDENTS, IMMIGRANT HOUSEHOLDS, AND OTHER FAMILIES WHO DO NOT TYPICALLY QUALIFY FOR OR WHO ARE UNABLE TO ACCESS FEDERAL FOOD PROGRAMS LIKE CALFRESH/SNAP. IN LESS THAN TWO MONTHS, THE PROJECT DISTRIBUTED NEARLY $22 MILLION WORTH OF FOOD CASH BENEFITS TO NEARLY 30,000 HOUSEHOLDS OR INDIVIDUALS, REPRESENTING 100,000 PEOPLE ALTOGETHER AND RESULTING IN A 15% REDUCTION IN FOOD INSECURITY. 20467443 1363288 20063661 Sustaining Technical and Analytic Resources (STAR) is a five-year project of the Public Health Institute implemented in partnership with the Johns Hopkins University, Consortium for Universities in Global Health, and University of California, San Francisco, and supported by the United States Agency for International Development (USAID). STAR offers paid Fellowships and Internships for dynamic, multidisciplinary, mission-driven leaders at all career levels. STAR provides participants with immersive experiences at global health organizations and institutions to build capacity and contribute technical expertise to address high-impact needs. STAR Fellows and Interns participate in STAR's customized and curated learning activities to enhance their knowledge and skills growth, expand professional networks, and support career development. In addition to the standard placement of fellows and interns at USAID HQ and field missions, STAR has a unique advantage of recruiting local country or third country nationals and placing them at local Ministries of Health for two-year fellowships for up to 12 months internships. Cumulatively, STAR has placed 90 Fellows and 62 Interns, 40 of whom are local country nationals and 10 of whom are third country nationals, in 23 countries plus the US. The Consortium for Universities in Global Health supports STAR's Academic Partnerships program through the Collaboration Laboratory (CL). Through the grant-supported CL, academic institutions take a strategic approach to facilitating knowledge-sharing experiments, wherein they work to achieve a concrete goal or objective that advances their work in global health. Through our CL, STAR has established four collaboration laboratory partnerships across five Low- and Middle-Income Country academic institutions with three American academic institutions. The four CL collaborations are being monitored by the STAR team to examine their successes, challenges, and lessons learned throughout their partnerships. To maximize learning opportunities for STAR participants, JHU facilitates academic support, training, and mentorships. JHU also provides guidance on global health competencies that will inform how academia can better equip tomorrow's global health practitioners with the knowledge, skills, and attitudes needed for success. The University of California, San Francisco facilitates STAR participants' access to relevant curriculum, training, and mentoring opportunities within its network of schools, institutes, and centers. UCSF also manages a Technical Advisory Group (TAG), which engages Ministries of Health and national academic research partners in an ongoing dialogue about global health workforce needs and gaps. With the onset of the COVID-19 pandemic, the STAR project pivoted with its partnership with UCSF and focused heavily on COVID-19 global technical assistance. Through UCSF, STAR continued to support USAID recipient countries' responses to the COVID-19 pandemic by providing technical assistance focused on ventilator deployment, critical care capacity assessments, and critical care education. Resource-variable countries often lack technical and educational materials healthcare providers need to appropriately use ventilators, provide respiratory care, and ensure needed oxygen supply for critically ill COVID-19 patients. To provide support and education, STAR and its partners co-created two new websites, the OpenCriticalCare.org portal, with 29,124 total users from 179 Countries, and the World Federation of Societies of Anaesthesiologists (WFSA) Anaesthesia Tutorial of the Week (ATOTW) website, with59,591 total users from 210 Countries. UCSF provided remote technical assistance to USAID implementing partners and in-country partners by expanding the FAQ to address key questions and hosting hour-long, bi-weekly calls with oxygen ecosystem implementing partners. UCSF expanded the TAG to include more than 30 respiratory and critical care subject matter experts. In addition, STAR organized and hosted a COVID-19 Clinical TA Webinar series that included five webinars with more than 651 participants. 60521586 10066549 8137235 FOR 50 YEARS, PHI HAS IMPLEMENTED RESEARCH AND PROGRAMS TO IMPROVE THE HEALTH AND WELL-BEING OF PEOPLE ACROSS CALIFORNIA, THE U.S., AND THE WORLD. PHI IS A HUB FOR PUBLIC HEALTH INNOVATION, PROVIDING SUPPORTIVE INFRASTRUCTURE, RESOURCES, AND INTELLECTUAL COMMUNITY WITH SOME OF THE BEST MINDS IN PUBLIC HEALTH. WITH OVER 100 RESEARCHERS AND PROJECT DIRECTORS - AND NEARLY 1000 STAFF WORLDWIDE - PHI LEADS NEW RESEARCH, TESTS NOVEL INTERVENTIONS, AND IMPLEMENTS AND BUILDS CAPACITY FOR ON-THE-GROUND PROGRAMS TO ADDRESS NEW AND EMERGING PUBLIC HEALTH PROBLEMS. FOR EXAMPLE, PHI PROGRAMS COMPRISE ONE OF THE LARGEST OBESITY NETWORKS IN THE COUNTRY, ADDRESSING AN EPIDEMIC THAT HAS REACHED COMMUNITIES IN THE U.S. AND AROUND THE WORLD, RAISING THE RISK FOR CHRONIC DISEASES LIKE CANCER, HEART DISEASE, AND DIABETES. GLOBALLY, PHI IS DISMANTLING THE BARRIERS TO HEALTH AND OPPORTUNITY EXPERIENCED BY WOMEN AND GIRLS IN THE U.S. AND CREATING GENDER EQUITY PARTNERSHIPS. PHI IS DEVELOPING WORKFORCE PIPELINE PROGRAMS TO TRAIN AND GRADUATE HEALTH CARE PROFESSIONALS REPRESENTING THE DIVERSITY OF OUR POPULATION AND WHO WILL MEET THE GROWING DEMAND FOR CARE. PHI IS ALSO AT THE FOREFRONT OF THE OPIOID EPIDEMIC, SUPPORTING LOCAL MULTI-SECTOR COALITIONS ADDRESSING PREVENTION AND NEW SUBSTANCE USE DISORDER AND BEHAVIORAL HEALTH CARE MODELS. IMPLEMENTING PROGRAMS, SYSTEMS AND RESEARCH THAT CONNECT PUBLIC HEALTH AND HEALTH CARE DELIVERY THRU NEW DESIGN METHODS AND DATA TOOLS, WE ARE BRIDGING HISTORIC GAPS IN POPULATION HEALTH. PHI SPEARHEADS TRAININGS AND SOLUTIONS TO ADDRESS CLIMATE CHANGE, WHICH, ALTHOUGH TYPICALLY FRAMED AS AN ENVIRONMENTAL ISSUE, REPRESENTS A HUGE THREAT TO HUMAN HEALTH. TOGETHER, PHI PROGRAMS ARE HELPING TO CREATE HEALTHY COMMUNITIES WHERE INDIVIDUALS CAN ACHIEVE THEIR HIGHEST POTENTIAL. THE BREADTH OF PHI EXPERTISE AND EXPERIENCE POSITIONS US AS A PREMIER PARTNER AND LEADER IN PUBLIC HEALTH. 60521586 10066549 8137235 136959359 true true false true false false false false false true false false false true true true false false true true true false false false false false true false true false false false false false false false false false false false false true false false false false true X 384 0 true 1138 true false true IN false false false false false false false false false false X 10 8 false false false false false false false true true false false true true true true true true true true false CA X X X Israel Ghebretinsae 5102855654 555 12th Street Suite 290 Oakland CA 946074046 Adaeze Enekwechi Secretary/Treasurer 1.0 X X 0 0 0 Andrew Pines Board Chair 1.0 X X 0 0 0 Dara Johnson Treseder MBA Vice Chair 1.0 X X 0 0 0 Dr Mary A Pittman President & CEO 40.0 X X 599276 0 58731 Anthony Barrueta Board Member 1.0 X 0 0 0 Nick Macchione Board Member 1.0 X 0 0 0 Radha Muthiah Board Member 1.0 X 0 0 0 Sergio A Gaxiola Board Member 1.0 X 0 0 0 Susan Dentzer Board Member 1.0 X 0 0 0 Susan Watson Board Member, PI Program Director 40.0 X 138861 0 25714 Israel Ghebretinsae Chief Financial Officer 40.0 X 79542 0 9281 Tamar Dorfman Chief Financial Officer Through August 2020 40.0 X 193411 0 32255 Amy Bloom Technical Advisor - USSTA 40.0 X 261998 0 38877 B Melange Matthews Chief of Staff / COO 40.0 X 328168 0 53949 David Hausner Program Director IV 40.0 X 191208 0 54769 Elizabeth O'Connor PI Program Director IV 40.0 X 223612 0 35063 Baker Maggwa Technical Advisor IV 40.0 X 248955 0 60743 Carmen Nevarez Senior VP External Relations 40.0 X 218095 0 32001 Leah Williams Chief Legal Counsel 40.0 X 261325 0 64510 Matthew Marsom Sr VP Public Policy & Programs 40.0 X 225311 0 31792 Raz Stevenson Senior Tech Advisor - Overseas 40.0 X 239983 0 56034 3209745 0 553719 188 false true false RESCUE AGENCY PUBLIC BENEFIT LLC 2437 MORENA BLVD SAN DIEGO CA 92110 PROJECT CONSULTANT 1210432 CEP AMERICA - CALIFORNIA 2100 POWELL ST STE 400 EMERYVILLE CA 94608 PROJECT CONSULTANT 315500 ARIANNA SAMPSON CAMPBELL 605 BEE STREET PLACERVILLE CA 95667 PROJECT CONSULTANT 131131 ANDREW KRACKOV 300 HILLCREST RD SAN CARLOS CA 97070 PROJECT CONSULTANT 107560 JOSHUA LUFTIG PO BOX 8 POINT REYES STATION CA 94956 PROJECT CONSULTANT 105450 9 50242227 59988386 110230613 Contracts 900009 84171226 84171226 0 0 0 0 84171226 84103 84103 0 0 0 0 0 0 0 0 0 194485942 84171226 0 84103 X 26463745 26463745 0 0 755497 755497 0 0 2324716 867017 1457417 282 0 0 0 0 62672208 53965189 8707019 0 4641211 3881903 759308 0 10217344 8582569 1634775 0 4655445 3910574 744871 0 100319 12297 88022 116050 116050 93223 9322 83901 0 0 0 0 0 0 0 17423591 17094426 329165 0 13721 13221 500 0 4855661 3771343 1082630 1688 9173 3699 5474 0 0 0 0 0 5237769 3747394 1490375 0 758283 737805 20478 0 0 0 0 0 366123 349726 16397 0 0 0 0 0 0 0 0 0 520183 0 520183 0 200856 0 200856 0 Training & Development 12547145 12490604 56541 0 Other expenses 470477 246977 223302 198 Temporary help 85437 56051 29386 0 0 0 0 0 154528177 136959359 17566650 2168 8131467 53316189 6207809 7728919 22381926 25653836 0 0 0 0 1737444 1480349 4456804 2922409 1875735 1534395 0 2867974 0 0 315351 125731 40649732 92707393 15703575 25982934 5834261 7213812 0 0 448975 570282 21986811 33767028 X 6025476 9469363 12637445 49471002 18662921 58940365 40649732 92707393 39957765 319679 0 X false true X true true true X 52486717 54183500 52150662 22917247 110230613 291968739 0 1198000 1198000 1198000 1198000 1198000 5990000 53684717 55381500 53348662 24115247 111428613 297958739 29328587 268630152 113 0 0 181157 84103 265373 0 0 0 0 0 0 0 0 0 0 0 0 298224112 349479521 0.9008 0.9204 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 40883 0 52340 0 93223 0 136866136 0 136959359 0 1000000 0 250000 0 0 0 0 0 1000000 1000000 1000000 1000000 4000000 6000000 69828 62620 80373 93223 306044 250000 250000 250000 250000 1000000 1500000 6390 865 8918 40883 57056 4456804 2922409 1534395 1534395 Deferred Rent 570282 570282 X 194805621 319679 0 319679 194485942 0 0 194485942 154528177 0 0 154528177 0 0 154528177 Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote The Institute is exempt from Federal income taxes under Section 501(c)(3) of the Internal Revenue Code and from state income and franchise taxes under Section 23701d of the California Revenue and Taxation Code, except to the extent of unrelated business taxable income as defined under Internal Revenue Code Sections 511 through 515. A provision for income taxes has not been recorded in the accompanying financial statements. The Institute is not a private foundation. For the years ended December 31, 2020 and 2019, the Institute has documented its consideration of guidance for reporting uncertainty in income taxes and has determined that no material uncertain tax positions qualify for either recognition or disclosure in the financial statements. The Federal Form 990, Return of Organization Exempt from Income Tax, is subject to examination by the Internal Revenue Service, generally for three years after it is filed. Tax positions taken related to the Institute's tax exempt status, unrelated business activities taxable income and deductibility of expenses and other miscellaneous tax positions have been reviewed, and management is of the opinion that material positions taken by the Institute would more likely than not be sustained by examination. Accordingly, the Institute has not recorded an income tax liability for uncertain tax benefits as of December 31, 2020 and 2019 nor does it expect there will be a material change in the twelve months following the year ended December 31, 2020. As of December 31, 2020, the Institute's tax years ended December 31, 2016 through December 31, 2020 remain subject to examination in the United States federal tax jurisdiction and the tax years ended December 31, 2015 through December 31, 2020 remain subject to examination in the California state tax jurisdiction. true Sub-Saharan Africa 0 0 Program Services Capacity Building 201835 Sub-Saharan Africa 0 0 Program Services Leadership Development 4741410 Sub-Saharan Africa 0 0 Program Services Technical Assistance 863696 Sub-Saharan Africa 0 0 Program Services Training 114798 South Asia 0 0 Program Services Technical Assistance 875391 South America 0 0 Program Services Technical Assistance 1264384 East Asia and the Pacific 1 8 Program Services Technical Assistance 58341 Central America and the Caribbean 0 0 Program Services Capacity Building 331914 Central America and the Caribbean 0 0 ,Grants to recipients located in the region 89139 Europe (Including Iceland and Greenland) 0 0 ,Grants to recipients located in the region 6815 South America 0 0 ,Grants to recipients located in the region 503172 South Asia 0 0 ,Grants to recipients located in the region 20000 Sub-Saharan Africa 0 0 ,Grants to recipients located in the region 136371 1 8 0 0 1 8 9207266 0 9207266 Central America and the Caribbean Technical Assistance 19139 WIRE South America Technical Assistance 50000 WIRE South America Technical Assistance 50000 WIRE Europe (Including Iceland and Greenland) Technical Assistance 6815 WIRE Sub-Saharan Africa Capacity Building 10000 WIRE Central America and the Caribbean Capacity Building 10000 WIRE Central America and the Caribbean Capacity Building 10000 WIRE Central America and the Caribbean Capacity Building 10000 WIRE Central America and the Caribbean Capacity Building 10000 WIRE Central America and the Caribbean Capacity Building 10000 WIRE Central America and the Caribbean Technical Assistance 10000 WIRE Central America and the Caribbean Technical Assistance 10000 WIRE South America Technical Assistance 10000 WIRE Sub-Saharan Africa Capacity Building 10000 WIRE Sub-Saharan Africa Capacity Building 20000 WIRE South Asia Technical Assistance 10500 WIRE South Asia Technical Assistance 4500 WIRE South Asia Technical Assistance 5000 WIRE South America Technical Assistance 30000 WIRE Sub-Saharan Africa Technical Assistance 30100 WIRE South America Technical Assistance 10000 WIRE South America Technical Assistance 10000 WIRE South America Technical Assistance 10000 WIRE South America Technical Assistance 40000 WIRE South America Technical Assistance 10000 WIRE South America Technical Assistance 10000 WIRE South America Technical Assistance 30000 WIRE South America Technical Assistance 12000 WIRE South America Technical Assistance 12000 WIRE South America Technical Assistance 55172 WIRE South America Technical Assistance 12000 WIRE South America Technical Assistance 12000 WIRE Sub-Saharan Africa Technical Assistance 56271 WIRE Sub-Saharan Africa Capacity Building 10000 WIRE South America Technical Assistance 17500 WIRE South America Technical Assistance 17500 WIRE South America Technical Assistance 17500 WIRE South America Technical Assistance 17500 WIRE South America Technical Assistance 17500 WIRE South America Technical Assistance 17500 WIRE South America Technical Assistance 17500 WIRE South America Technical Assistance 17500 WIRE 40 0 false false false false false false Schedule F, Part I, Line 2 Procedures for monitoring use of grant funds PRIOR TO MAKING AN AWARD, PHI EVALUATES THE CAPABILITY OF THE GRANTEE TO CARRY OUT GRANT AWARD TERMS AND CONDITIONS, INCLUDING EXERCISING RESPONSIBLE FINANCIAL MANAGEMENT. PHI NOTIFIES THE GRANTEE ABOUT COMPLIANCE REQUIREMENTS AND INCORPORATES COMPLIANCE, AUDIT AND ENFORCEMENT PROVISIONS INTO AWARD DOCUMENTS, INCLUDING OMB Uniform Guidance REQUIREMENTS WHERE APPLICABLE. PHI EMPLOYEES MAINTAIN REGULAR CONTACT WITH THE GRANTEE, REVIEW FINANCIAL AND PERFORMANCE REPORTS SUBMITTED BY THE GRANTEE, AND MAKE APPROPRIATE INQUIRIES. Schedule F, Part I, Line 2 PROCEDURES FOR MONITORING USE OF GRANT FUNDS PRIOR TO MAKING AN AWARD, PHI EVALUATES THE CAPABILITY OF THE GRANTEE TO CARRY OUT GRANT AWARD TERMS AND CONDITIONS, INCLUDING EXERCISING RESPONSIBLE FINANCIAL MANAGEMENT. PHI NOTIFIES THE GRANTEE ABOUT COMPLIANCE REQUIREMENTS AND INCORPORATES COMPLIANCE, AUDIT AND ENFORCEMENT PROVISIONS INTO AWARD DOCUMENTS, INCLUDING OMB Uniform Guidance REQUIREMENTS WHERE APPLICABLE. 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Technical Assistance CENTER FOR HUMAN SERVICES 1317 GRANDVIEW AVENUE CERES CA 95307 941725620 501(c)(3) 6037 Technical Assistance STATE OF HAWAII DEPARTMENT OF HEALTH 1010 RICHARDS STREET ROOM 118 HONOLULU HI 96813 996000449 STATE OF HAWAII 5897 Technical Assistance 147 6 Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds. PRIOR TO MAKING AN AWARD, PHI EVALUATES THE CAPABILITY OF THE GRANTEE TO CARRY OUT GRANT AWARD TERMS AND CONDITIONS, INCLUDING EXERCISING RESPONSIBLE FINANCIAL MANAGEMENT. PHI NOTIFIES THE GRANTEE ABOUT COMPLIANCE REQUIREMENTS AND INCORPORATES COMPLIANCE, AUDIT AND ENFORCEMENT PROVISIONS INTO AWARD DOCUMENTS, INCLUDING OMB UNIFORM GUIDANCE REQUIREMENTS WHERE APPLICABLE. PHI EMPLOYEES MAINTAIN REGULAR CONTACT WITH THE GRANTEE, REVIEW FINANCIAL AND PERFORMANCE REPORTS SUBMITTED BY THE GRANTEE, AND MAKE APPROPRIATE INQUIRIES. X X X X false false false false false false false true false Dr Mary A Pittman President & CEO 434853 0 130686 0 33737 0 28500 0 30231 0 658007 0 0 0 Susan Watson Board Member, PI Program Director 129316 0 9000 0 545 0 13034 0 12680 0 164575 0 0 0 Tamar Dorfman Chief Financial Officer Through August 2020 161024 0 12148 0 20239 0 14888 0 17367 0 225666 0 0 0 B Melange Matthews Chief of Staff / COO 310725 0 12000 0 5443 0 28500 0 25449 0 382117 0 0 0 Amy Bloom Technical Advisor - USSTA 255247 0 0 0 6751 0 25577 0 13300 0 300875 0 0 0 Elizabeth O'Connor PI Program Director IV 203440 0 0 0 20172 0 22347 0 12716 0 258675 0 0 0 David Hausner Program Director IV 188466 0 1000 0 1742 0 20075 0 34694 0 245977 0 0 0 Leah Williams Chief Legal Counsel 247965 0 12000 0 1360 0 26800 0 37710 0 325835 0 0 0 Baker Maggwa Technical Advisor IV 241673 0 500 0 6782 0 25671 0 35072 0 309698 0 0 0 Raz Stevenson Senior Tech Advisor - Overseas 158307 0 0 0 81676 0 16075 0 39959 0 296017 0 0 0 Matthew Marsom Sr VP Public Policy & Programs 212641 0 12000 0 670 0 21574 0 10218 0 257103 0 0 0 Carmen Nevarez Senior VP External Relations 206969 0 5375 0 5751 0 20957 0 11044 0 250096 0 0 0 Schedule J, Part I, Line 7 Non-fixed payments The Organization made non-fixed payments to the following people during 2020: Mary Pittman B. Melange Matthews Leah Williams Baker Maggwa Matthew Marsom Carmen Nevarez David Hausner Tamar Dorfman Israel Ghebretinsae Susan Watson Form 990, Part III, Line 2 New program services SEE DESCRIPTION FOR FORM 990, PART III, LINE 4C - CENTER FOR WELLNESS AND NUTRITION (CWN) PROGRAM Form 990, Part III, Line 4d Description of other program services (Expenses $ 60,521,586 including grants of $ 10,066,549)(Revenue $ 8,137,235) FOR 50 YEARS, PHI HAS IMPLEMENTED RESEARCH AND PROGRAMS TO IMPROVE THE HEALTH AND WELL-BEING OF PEOPLE ACROSS CALIFORNIA, THE U.S., AND THE WORLD. PHI IS A HUB FOR PUBLIC HEALTH INNOVATION, PROVIDING SUPPORTIVE INFRASTRUCTURE, RESOURCES, AND INTELLECTUAL COMMUNITY WITH SOME OF THE BEST MINDS IN PUBLIC HEALTH. WITH OVER 100 RESEARCHERS AND PROJECT DIRECTORS - AND NEARLY 1000 STAFF WORLDWIDE - PHI LEADS NEW RESEARCH, TESTS NOVEL INTERVENTIONS, AND IMPLEMENTS AND BUILDS CAPACITY FOR ON-THE-GROUND PROGRAMS TO ADDRESS NEW AND EMERGING PUBLIC HEALTH PROBLEMS. FOR EXAMPLE, PHI PROGRAMS COMPRISE ONE OF THE LARGEST OBESITY NETWORKS IN THE COUNTRY, ADDRESSING AN EPIDEMIC THAT HAS REACHED COMMUNITIES IN THE U.S. AND AROUND THE WORLD, RAISING THE RISK FOR CHRONIC DISEASES LIKE CANCER, HEART DISEASE, AND DIABETES. GLOBALLY, PHI IS DISMANTLING THE BARRIERS TO HEALTH AND OPPORTUNITY EXPERIENCED BY WOMEN AND GIRLS IN THE U.S. AND CREATING GENDER EQUITY PARTNERSHIPS. PHI IS DEVELOPING WORKFORCE PIPELINE PROGRAMS TO TRAIN AND GRADUATE HEALTH CARE PROFESSIONALS REPRESENTING THE DIVERSITY OF OUR POPULATION AND WHO WILL MEET THE GROWING DEMAND FOR CARE. PHI IS ALSO AT THE FOREFRONT OF THE OPIOID EPIDEMIC, SUPPORTING LOCAL MULTI-SECTOR COALITIONS ADDRESSING PREVENTION AND NEW SUBSTANCE USE DISORDER AND BEHAVIORAL HEALTH CARE MODELS. IMPLEMENTING PROGRAMS, SYSTEMS AND RESEARCH THAT CONNECT PUBLIC HEALTH AND HEALTH CARE DELIVERY THRU NEW DESIGN METHODS AND DATA TOOLS, WE ARE BRIDGING HISTORIC GAPS IN POPULATION HEALTH. PHI SPEARHEADS TRAININGS AND SOLUTIONS TO ADDRESS CLIMATE CHANGE, WHICH, ALTHOUGH TYPICALLY FRAMED AS AN ENVIRONMENTAL ISSUE, REPRESENTS A HUGE THREAT TO HUMAN HEALTH. TOGETHER, PHI PROGRAMS ARE HELPING TO CREATE HEALTHY COMMUNITIES WHERE INDIVIDUALS CAN ACHIEVE THEIR HIGHEST POTENTIAL. THE BREADTH OF PHI EXPERTISE AND EXPERIENCE POSITIONS US AS A PREMIER PARTNER AND LEADER IN PUBLIC HEALTH. Form 990, Part VI, Line 1a Delegate broad authority to a committee The Executive Committee shall be comprised of the Chair, Vice Chair, Secretary, and Treasurer of the Board of Directors, as well as any other members-at-large as elected by the Board. All members of the Executive Committee are required to be members of the Board of Directors. The Executive Committee shall have the authority of the Board except with respect to: (a) The filling of vacancies on the Board or any committee; (b) The amendment or repeal of Bylaws or the adoption of new Bylaws; (c) The amendment or repeal of any resolution of the Board which by its express terms is not so amendable or repealable; (d) The appointment of other committees of the Board or the members thereof; and (e) The approval of any self-dealing transaction, except as permitted by state law. Form 990, Part VI, Line 11b Review of form 990 by governing body THE FORM 990 WAS PREPARED BY THE OUTSIDE ACCOUNTANTS AND REVIEWED BY MANAGEMENT BEFORE SIGNING. A COPY OF THE FORM 990 WAS ELECTRONICALLY SUBMITTED TO ALL BOARD MEMBERS PRIOR TO FILING WITH THE IRS. Form 990, Part VI, Line 12c Conflict of interest policy PHI'S WRITTEN CONFLICT OF INTEREST POLICIES APPLY TO DIRECTORS, OFFICERS, EMPLOYEES, CONSULTANTS AND AGENTS, CERTAIN POLICIES MAY APPLY TO OTHER PERSONS, E.G., PHI'S RESEARCH CONFLICT OF INTEREST POLICY. POTENTIAL, ALLEGED, OR ACTUAL CONFLICTS MAY BE REVIEWED BY A SUPERVISOR, EXECUTIVE MANAGEMENT, THE CEO OR THE COMPLIANCE OFFICER, THE CEO IS THE FINAL AUTHORITY, PHI'S POLICIES PROVIDE FOR APPROPRIATE EXCLUSIONS OR RESTRICTIONS DEPENDING ON THE CIRCUMSTANCES, MONITORING AND ENFORCEMENT INCLUDES MANDATORY ANNUAL CERTIFICATION OF COMPLIANCE, MANDATORY DISCLOSURE, PRIOR APPROVAL PROCEDURES, TRAINING, INSPECTION OF RECORDS AND OTHER INVESTIGATIVE MECHANISMS. Form 990, Part VI, Line 15a Process to establish compensation of top management official ALL PHI EMPLOYEES INCLUDING THE CHIEF EXECUTIVE OFFICER AND KEY EMPLOYEES ARE COMPENSATED IN ACCORDANCE WITH A TITLE AND PAY PLAN BASED ON COMPARABILITY DATA REPORTED IN SEVERAL INDEPENDENT SALARY SURVEYS AND ADMINISTERED BY PHI'S HUMAN RESOURCES DEPARTMENT. DECISIONS ABOUT COMPENSATING THE CHIEF EXECUTIVE OFFICER MAY INCLUDE SEPARATE COMPARABILITY DATA AND ARE COVERED BY A SPECIAL APPROVAL PROCESS ADOPTED BY THE BOARD OF DIRECTORS IN ACCORDANCE WITH IRS EXCESS BENEFIT TRANSACTION REGULATIONS AND COMPARABLE CALIFORNIA REQUIREMENTS. COMPENSATION WAS ESTABLISHED ACCORDING TO THESE PROCEDURES. PHI PURCHASES SEVERAL PUBLISHED SALARY SURVEYS OF COMPARABLE AND PEER ORGANIZATIONS. THERE IS A PROCESS OF DOCUMENTING AND SUBSTANTIATING SALARY DECISIONS MADE FOR KEY EMPLOYEES, BASED UPON GUIDELINES ESTABLISHED UNDER PHI'S COMPENSATION POLICIES AND PROCEDURES. THE LAST CHIEF EXECUTIVE OFFICER COMPENSATION REVIEW TOOK PLACE IN SEPTEMBER 2020. Form 990, Part VI, Line 15b Process to establish compensation of other employees ALL PHI EMPLOYEES INCLUDING THE CHIEF EXECUTIVE OFFICER AND KEY EMPLOYEES ARE COMPENSATED IN ACCORDANCE WITH A TITLE AND PAY PLAN BASED ON COMPARABILITY DATA REPORTED IN SEVERAL INDEPENDENT SALARY SURVEYS AND ADMINISTERED BY PHI'S HUMAN RESOURCES DEPARTMENT. DECISIONS ABOUT COMPENSATING OFFICERS AND KEY EMPLOYEES MAY INCLUDE SEPARATE COMPARABILITY DATA AND ARE COVERED BY A SPECIAL APPROVAL PROCESS ADOPTED BY THE BOARD OF DIRECTORS IN ACCORDANCE WITH IRS EXCESS BENEFIT TRANSACTION REGULATIONS AND COMPARABLE CALIFORNIA REQUIREMENTS. COMPENSATION WAS ESTABLISHED ACCORDING TO THESE PROCEDURES. PHI PURCHASES SEVERAL PUBLISHED SALARY SURVEYS OF COMPARABLE AND PEER ORGANIZATIONS. THERE IS A PROCESS OF DOCUMENTING AND SUBSTANTIATING SALARY DECISIONS MADE FOR OFFICERS AND KEY EMPLOYEES, BASED UPON GUIDELINES ESTABLISHED UNDER PHI'S COMPENSATION POLICIES AND PROCEDURES. THE LAST OFFICER/KEY EMPLOYEE COMPENSATION REVIEW TOOK PLACE IN MAY 2020. Form 990, Part VI, Line 19 Required documents available to the public THE ORGANIZATION'S GOVERNING DOCUMENTS ARE AVAILABLE TO THE PUBLIC THROUGH THE CALIFORNIA SECRETARY OF STATE AND THE CALIFORNIA ATTORNEY GENERAL'S REGISTRY OF CHARITABLE TRUSTS. THEY ARE PROVIDED TO INTERESTED PARTIES (I.E. GOVERNMENT AND PRIVATE FUNDING AGENCIES) UPON REQUEST. THE ORGANIZATION'S CONFLICT OF INTEREST POLICIES ARE PROVIDED TO INTERESTED PERSONS UPON REQUEST. FINANCIAL STATEMENTS ARE MADE AVAILABLE UPON REQUEST. Form 990, Part IX, Line 11g Other Fees OTHER FEES FOR SERVICES - Total Expense: 17423591, Program Service Expense: 17094426, Management and General Expenses: 329165, Fundraising Expenses: ; Form 990, Part VII, Section A COMPENSATION Susan Watson IS BOTH AN EMPLOYEE OF PHI AND A VOTING MEMBER ON THE BOARD. SHE RECEIVES COMPENSATION FOR HER CAPACITY AS A PROGRAM DIRECTOR FOR PHI AND IS NOT BEING COMPENSATED FOR HER SERVICES AS A BOARD MEMBER. PHI INDIA PRIVATED LIMITED B-4 GREATER KAILASH ENCLAVE NEW DELHI PART-II IN 11048 825394021 HEALTH SERVICES IN 0 68298 PUBLIC HEALTH INSTITUTE INSTITUTO DE SAUDE PUBLICA DO BRASIL 941646278 HEALTH SERVICES BR 0 0 PUBLIC HEALTH INSTITUTE