2018-04-17T00:00:00-05:00 2017-09-30 232896692 BBD LLP 1835 MARKET STREET 3RD FLOOR PHILADELPHIA PA 19103 990 2016-10-01 541752058 SCHOOL-BASED HEALTH ALLIANCE SCHO 2026385872 1010 VERMONT AVE NW NO 600 WASHINGTON DC 20005 JOHN SCHLITT PRESIDENT 2026385872 2018-04-18 1 JENNIFER SOLOT P00749373 2155677770 50.203.243.162 2018-04-18 15:06:23 ED P 11AE3E88E8C2217D7D81F7CFE1570750383F7E13 6B88CA9ECA5DDD6DFA6CC1B107CE876554C2F835 2016 2021-01-29 14:40:06Z JOHN SCHLITT 1010 VERMONT AVE NW NO 600 WASHINGTON DC 20005 3858641 0 X WWW.SBH4ALL.ORG X 1995 VA TO PROMOTE AND ASSURE QUALITY PRIMARY HEALTH CARE FOR AMERICA'S CHILDREN AND YOUTH. 16 15 30 25 0 0 2417381 3098203 544494 721678 34825 38760 0 0 2996700 3858641 1008992 692316 0 0 1901985 2012721 0 0 7448 1308511 1797611 4219488 4502648 -1222788 -644007 3846770 3487140 232803 490257 3613967 2996883 X TO PROMOTE AND ASSURE QUALITY PRIMARY HEALTH CARE FOR AMERICA'S CHILDREN AND YOUTH THROUGH INTERDISCIPLINARY AND COLLABORATIVE EFFORTS. THE ALLIANCE SUPPORTS INSTITUTIONALIZATION OF SCHOOL-BASED HEALTH CARE NATIONWIDE TO IMPROVE CHILDREN'S LIVES AND OPPORTUNITIES FOR SUCCESS IN SCHOOL AND SOCIETY. IT SUPPORTS ITS MEMBERS BY PROVIDING GOVERNMENT ADVOCACY, INFORMATION, EXCHANGE OF KNOWLEDGE, NETWORKING OPPORTUNITIES AND TECHNICAL ASSISTANCE. 0 0 3506213 692316 124858 TO PROVIDE TECHNICAL ASSISTANCE TO STATE SCHOOL-BASED HEALTH CARE ASSOCIATIONS AND THE FIELD IN GENERAL. CAPACITY BUILDING FOR STATE SCHOOL-BASED HEALTH CARE ASSOCIATIONS AND COMMUNITY SCHOOL SITES. WEBINARS OFFERING INFORMATION ON A VARIETY OF HEALTH AND MENTAL CARE TOPICS ON CHILDREN AND YOUTH TO SCHOOL-BASED HEALTH CARE IMPLEMENTATION, MANAGEMENT AND SUSTAINABILITY, WITH AVERAGE ATTENDANCE OF 100+. 324499 596820 TO PROVIDE A PREMIER CONVENTION FOR OVER 700 PROFESSIONALS AND 50 YOUTH INTERESTED IN THE SCHOOL-BASED HEALTH CARE FIELD AND MOVEMENT. THE CONVENTION PROVIDED OVER 60 WORKSHOPS, 3 PLENARY SESSIONS AND 30 POSTERS AS LEARNING OPPORTUNITIES. 141769 TO BUILD POLITICAL AND PUBLIC SUPPORT FOR THE ALLIANCE AND ITS MISSION AND TO IMPROVE THE HEALTH STATUS OF CHILDREN AND YOUTH BY ADVANCING AND ADVOCATING FOR SCHOOL-BASED HEALTH CARE. DURING THE COURSE OF THE YEAR, CONGRESSIONAL VISITS AND BRIEFINGS WERE HELD. 3972481 1 1 0 1 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 36 0 30 1 0 0 0 0 0 0 0 0 0 0 X 16 15 0 0 0 0 0 0 0 1 1 0 0 1 1 0 1 1 1 1 0 0 CA DC FL IL MD MA ME MI NM NY OR WA X ADMINISTRATIVE MANAGER 2026385872 1010 VERMONT AVENUE SUITE 600 WASHINGTON DC 20055 RITA COOK CHAIRMAN 2.00 X X 0 0 0 WINSTON F WONG CHAIR-ELECT 2.00 X X 0 0 0 HERMAN BRISTER TREASURER 2.00 X X 0 0 0 JESSE WHITE-FRESE SECRETARY 2.00 X X 0 0 0 PETER BEILENSON DIRECTOR 2.00 X 0 0 0 BENJAMIN L BYNUM DIRECTOR 2.00 X 0 0 0 ANNA GABRIELLA CASALME DIRECTOR 2.00 X 0 0 0 LELIN CHAO DIRECTOR 2.00 X 0 0 0 SHAWN GINWRIGHT DIRECTOR 2.00 X 0 0 0 TAMMY GREENWELL DIRECTOR 2.00 X 0 0 0 JOEY MARIE HORTON DIRECTOR 2.00 X 0 0 0 CASSANDRA L JOUBERT DIRECTOR 2.00 X 0 0 0 ALLISON KILCOYNE DIRECTOR 2.00 X 0 0 0 KAREN SAVERINO DIRECTOR 2.00 X 0 0 0 MARTIN TAYLOR DIRECTOR 2.00 X 0 0 0 JOHN SCHLITT PRESIDENT 40.00 X X 150275 0 26205 LAWRENCE BOSTIAN VICE PRESIDENT OF DEVELOPMENT 40.00 X 116228 0 22298 266503 0 48503 2 0 1 0 0 84400 1358914 1654889 3098203 ANNUAL CONFERENCE 900099 596820 508270 88550 CONTRACT SERVICES 541610 124858 124858 721678 38760 38760 3858641 633128 0 127310 X 692316 692316 180168 149539 30629 1385064 1170811 208938 5315 83178 67238 15609 331 251804 218970 31946 888 112507 93120 18980 407 45048 45048 853018 807163 45855 144905 94315 50083 507 173756 125034 48722 275243 225942 49301 304475 282985 21490 1166 1166 4502648 3972481 522719 7448 1735354 332640 612537 253802 255037 870251 22553 49866 33910 19922 15835 12337 4664 3498 1182715 1957161 3846770 3487140 199785 437550 33018 52707 232803 490257 X 1487694 1847743 2126273 1149140 3613967 2996883 3846770 3487140 -644007 26923 0 X 0 1 X 1 1 1 X 2730716 3885036 4772059 2417381 3098203 16903395 2730716 3885036 4772059 2417381 3098203 16903395 9011787 7891608 27684 30063 41662 34825 38760 172994 17076389 2926366 0.46210 0.45340 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 45048 12771 57819 4437381 4495200 374760 93690 0 0 337089 358311 360974 374760 1431134 2146701 4125 9061 57819 71005 84272 89578 90244 93690 357784 536676 45048 45048 PART II-B, LINE 1: LOBBYING EXPENDITURES WERE TO SUPPORT CONGRESSIONAL OFFICE VISITS AND TIME SPENT TRACKING BILLS RELATED TO HEALTH CARE AND YOUTH. 1132 1132 0 14703 11205 3498 3498 DEFERRED RENT 52707 52707 X 3885564 26923 26923 3858641 0 3858641 4502648 0 4502648 0 4502648 PART X, LINE 2: GAAP REQUIRES ENTITIES TO EVALUATE, MEASURE, RECOGNIZE AND DISCLOSE ANY UNCERTAIN INCOME TAX POSITIONS TAKEN ON THEIR TAX RETURNS. GAAP PRESCRIBES A MINIMUM RECOGNITION THRESHOLD THAT A TAX POSITION IS REQUIRED TO MEET IN ORDER TO BE RECOGNIZED IN THE FINANCIAL STATEMENTS. THE ALLIANCE BELIEVES THAT IT HAD NO UNCERTAIN TAX POSITIONS AS DEFINED IN THE STANDARD. 1 ALBANY AREA PRIMARY HEALTH CARE 204 N WESTOVER BLVD ALBANY GA 31707 581344015 501(C)(3) 35000 SUSTAINABILITY AMERICAN ASSOCIATION OF SCHOOL ADMINISTRATORS 1615 DUKE STREET ALEXANDRIA VA 22314 531999773 501(C)(3) 7500 STATE ADOLESCENT & YOUNG ADULT HEALTH CAPACITY BUILDING PROGRAM CATHOLIC UNIVERSITY OF AMERICA 620 MICHIGAN AVE NE WASHINGTON DC 20064 530196583 501(C)(3) 30000 SUSTAINABILITY COPPIN STATE UNIVERSITY 2500 W NORTH AVE BALTIMORE MD 21216 237127440 501(C)(3) 30000 SUSTAINABILITY FAMILY HEALTH CENTER OF GEORGIA 868 YORK AVE SW ATLANTA GA 30310 581233448 501(C)(3) 30000 SUSTAINABILITY FAMILY HEALTH CENTER OF SAN DIEGO 823 GATEWAY CENTER WAY SAN DIEGO CA 92102 952833205 501(C)(3) 30000 SUSTAINABILITY GROUP HEALTH FACTORIA 13451 SE 36TH ST BELLEVUE WA 98006 910511770 501(C)(3) 30000 SUSTAINABILITY LA CLINICA DE LA RAZA 1515 FRUITVALE AVE OAKLAND CA 94601 941744108 501(C)(3) 30000 SUSTAINABILITY MERIDIAN EDUCATION RESOURCE GROUP INC 1353 GEORGE W BRUMLEY WAY SE ATLANTA GA 30317 582180056 501(C)(3) 30000 SUSTAINABILITY NEWPORT-MESA UNIFIED SCHOOL DISTRICT 2985 BEAR ST COSTA MESA CA 92626 953545875 501(C)(3) 30000 SUSTAINABILITY NORTHEAST VALLEY HEALTH CORPORATION 1172 N MACLAY AVE SAN FERNANDO CA 91340 237120632 501(C)(3) 30000 SUSTAINABILITY OUTSIDE IN 1132 SW 13TH AVE PORTLAND OR 97205 930567549 501(C)(3) 30000 SUSTAINABILITY YMCA EAST BAY 263 S 20TH ST RICHMOND VA 94804 941156317 501(C)(3) 30000 SUSTAINABILITY UNIVERSITY OF MARYLAND BALTIMORE 620 WEST LEXINGTON STREET 4TH FLR BALTIMORE MD 21201 152600203 501(C)(3) 312816 STATE ADOLESCENT & YOUNG ADULT HEALTH CAPACITY BUILDING PROGRAM 14 PART I, LINE 2: ALL GRANTS AWARDED TO THE SCHOOL-BASED HEALTH ALLIANCE ARE ASSIGNED EITHER A PROJECT DIRECTOR OR MANAGER WHO, ALONG WITH THE ADMINISTRATIVE DIRECTOR IS RESPONSIBLE FOR THE MANAGEMENT OF THE GRANT FROM BEGINNING TO CLOSE-OUT. THE PROJECT DIRECTOR/MANAGER MANAGES ALL PROGRAM RELATED ASPECTS OF THE GRANT FROM FACE TO FACE MEETINGS, PLANNING REVIEWS, SITE VISITS, MONTHLY CALLS, AND WEBINARS. THE PROJECT DIRECTOR/MANAGER AND ADMINISTRATIVE DIRECTOR MONITOR THE FINANCIAL ASPECTS OF THE GRANTS BY TRACKING AND APPROVING EXPENSES, REVIEWING BUDGET TO ACTUAL, SUBMITTING QUARTERLY AND ANNUAL REPORTS OF THE GRANT AND ITS RELATED CLOSE-OUT REQUIREMENTS. THIS INDIVIDUAL ALSO REVIEWS THE GENERAL EXPENSES RELATED TO THE GRANT, INCLUDING THE PLANNING OF TRAVEL AND STAFF HOURS NEEDED TO MEET ALL GRANT REQUIREMENTS. X X 0 0 0 0 0 0 0 0 0 JOHN SCHLITT PRESIDENT 150275 0 0 0 0 0 12022 0 14183 0 176480 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B GOVERNING BODY REVIEW OF FORM 990 THE ALLIANCE PROVIDED A COPY OF THE FORM 990 TO ALL MEMBERS OF THE BOARD OF DIRECTORS BEFORE FILING THE RETURN. FORM 990, PART VI, SECTION B, LINE 12C MONITORING AND ENFORCEMENT OF CONFLICTS POLICY THE BOARD OF DIRECTORS ACKNOWLEDGES IN WRITING THE CONFLICT OF INTEREST POLICY AND ANY KNOWN CONFLICTS AT THE BEGINNING OF THEIR TERM. THE STATEMENT IS EFFECTIVE FOR THE ENTIRE TERM. JOHN SCHLITT, PRESIDENT AND DEIRDRE TAYLOR, DIRECTOR OF ADMINISTRATION REVIEWS THE BOARD OF TRUSTEE'S CONFLICT OF INTEREST STATEMENTS. IF A BOARD MEMBER DISCLOSES A CONFLICT OF INTEREST, THAT MEMBER WILL ABSTAIN FROM VOTING ON RELATED MATTERS. FORM 990, PART VI, SECTION B, LINE 15A PROCESS FOR DETERMINING OFFICER'S COMPENSATION EXECUTIVE DIRECTOR COMPENSATION WAS SET BY THE BOARD OF DIRECTORS AFTER CONSULTATION WITH AN EMPLOYMENT CONSULTANT FIRM. THE REVIEW AND APPROVAL OF THE COMPENSATION IS COMPLETED BY THE BOARD'S ORGANIZATIONAL PERFORMANCE COMMITTEE. DATA USED TO COMPLETE THIS REVIEW INCLUDES COMPENSATION FOR SIMILAR ORGANIZATIONS AS OBTAINED VIA THEIR FORM 990S. MINUTES ARE MAINTAINED OF THIS PROCESS AND IT IS COMPLETED FOR THE PRESIDENT. THE LAST REVIEW WAS COMPLETED IN MAY 2017. FORM 990, PART VI, SECTION C, LINE 19 PUBLIC AVAILABILITY OF OTHER DOCUMENTS THE ALLIANCE MAKES ITS GOVERNING DOCUMENTS, CONFLICTS OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON WRITTEN REQUEST TO MANAGEMENT. THEY ARE ALSO AVAILABLE FOR INSPECTION AT THE ALLIANCE'S OFFICE. FORM 990, PART IX, LINE 11G CONSULTING FEES: PROGRAM SERVICE EXPENSES 807,163. MANAGEMENT AND GENERAL EXPENSES 45,855. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 853,018.