STRATEGY STUDIO / NONPROFIT PEOPLE SEARCH

PUBLIC HEALTH INSTITUTE: Form 990, tax year 2015

View the entire original 990 at ProPublica ↗

Organization
PUBLIC HEALTH INSTITUTE (EIN 94-1646278)
Tax period
2015-01-01 to 2015-12-31
Filed
2016-11-15
IRS object ID
201603209349305765
Schema version
2015v2.1
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

FieldValueIRS element (for citing)
Return2016-11-15T11:00:34-06:00ReturnTs
Tax Period End2015-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN350921680PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CROWE HORWATH LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1575 Market StreetAddressLine1Txt
Address Line2Suite 3300AddressLine2Txt
CitySan FranciscoCityNm
State AbbreviationCAStateAbbreviationCd
ZIP941055829ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2015-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN941646278EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Public Health InstituteBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlPUBLBusinessNameControlTxt
Phone5102855500PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1555 12th Street 10th Floor 3300AddressLine1Txt
CityOaklandCityNm
State AbbreviationCAStateAbbreviationCd
ZIP946074046ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonTamar DorfmanPersonNm
Person TitleChief Financial OfficerPersonTitleTxt
Signature2016-11-15SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonNicole BencikPreparerPersonNm
PTINP00756195PTIN
Phone4155761100PhoneNum
FieldValueIRS element (for citing)
Tax2015TaxYr
Build TS2017-02-10 21:41:12ZBuildTS

Form 990 IRS990

Principal Ofcr Business Name PrincipalOfcrBusinessName

FieldValueIRS element (for citing)
Business Name Line1Mary A PittmanBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1555 12th Street 10th FloorAddressLine1Txt
CityOaklandCityNm
State AbbreviationCAStateAbbreviationCd
ZIP946074046ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$96,034,742GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website Addresswww.PHI.orgWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1964FormationYr
Legal Domicile StateCALegalDomicileStateCd
Activity Or MissionPUBLIC HEALTH INSTITUTE GENERATES AND PROMOTES RESEARCH, LEADERSHIP AND PARTNERSHIPS TO BUILD CAPACITY FOR STRONG PUBLIC HEALTH POLICY, PROGRAMS, SYSTEMS AND PRACTICES.ActivityOrMissionDesc
Voting Members Governing Body14VotingMembersGoverningBodyCnt
Voting Members Independent12VotingMembersIndependentCnt
Total Employee852TotalEmployeeCnt
Total Volunteers12TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
PY Contributions Grants$48,735,733PYContributionsGrantsAmt
CY Contributions Grants$47,812,406CYContributionsGrantsAmt
PY Program Service Revenue$58,352,003PYProgramServiceRevenueAmt
CY Program Service Revenue$48,222,333CYProgramServiceRevenueAmt
PY Investment Income$49PYInvestmentIncomeAmt
CY Investment Income$3CYInvestmentIncomeAmt
PY Other Revenue-$322,317PYOtherRevenueAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$106,765,468PYTotalRevenueAmt
CY Total Revenue$96,034,742CYTotalRevenueAmt
PY Grants And Similar Paid$13,724,628PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$7,228,108CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$65,481,932PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$63,517,441CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$3,816CYTotalFundraisingExpenseAmt
PY Other Expenses$26,223,584PYOtherExpensesAmt
CY Other Expenses$25,557,670CYOtherExpensesAmt
PY Total Expenses$105,430,144PYTotalExpensesAmt
CY Total Expenses$96,303,219CYTotalExpensesAmt
PY Revenues Less Expenses$1,335,324PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$268,477CYRevenuesLessExpensesAmt
Total Assets BOY$28,937,070TotalAssetsBOYAmt
Total Assets EOY$29,678,107TotalAssetsEOYAmt
Total Liabilities BOY$14,807,506TotalLiabilitiesBOYAmt
Total Liabilities EOY$15,817,020TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$14,129,564NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$13,861,087NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionPUBLIC HEALTH INSTITUTE GENERATES AND PROMOTES RESEARCH, LEADERSHIP AND PARTNERSHIPS TO BUILD CAPACITY FOR STRONG PUBLIC HEALTH POLICY, PROGRAMS, SYSTEMS AND PRACTICES.MissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$32,276,992ExpenseAmt
DescGLOBAL HEALTH FELLOWS PROGRAM II (GHFP-II): THE PUBLIC HEALTH INSTITUTE, WITH ITS PARTNERS, IMPLEMENTS THE GLOBAL HEALTH FELLOWS PROGRAM, FUNDED BY A FIVE-YEAR COOPERATIVE AGREEMENT WITH THE U.S. AGENCY FOR INTERNATIONAL DEVELOPMENT. GHFP-II'S VISION IS TO CREATE THE GLOBAL HEALTH LEADERS OF THE FUTURE BY SUPPORTING A LARGE, SUSTAINABLE POOL OF TALENTED GLOBAL HEALTH PROFESSIONALS (FELLOWS AND INTERNS) AND TO STRENGTHEN THE EFFECTIVENESS OF USAID POPULATION, HEALTH AND NUTRITION PROGRAMS. GHFP-II RECRUITS, PLACES AND SUPPORTS TECHNICAL EXPERTS AT ALL PROFESSIONAL LEVELS IN WASHINGTON, D.C., AND ABROAD, AND PROVIDES CAREER AND PROFESSIONAL DEVELOPMENT OPPORTUNITIES. GHFP-II'S DIVERSITY INITIATIVE CREATES INCREASED OPPORTUNITIES FOR UNDERREPRESENTED POPULATIONS IN THE FIELD OF GLOBAL HEALTH. WORKING WITH COLLEGES AND UNIVERSITIES AROUND THE US, THE PROGRAM PROVIDES GUIDANCE AND ADVICE FOR INDIVIDUALS SEEKING A CAREER IN GLOBAL HEALTH. EACH YEAR THE PROGRAM TAKES PART IN APPROXIMATELY 50 DIFFERENT OUTREACH EVENTS, PROVIDING RELEVANT INFORMATION TO SEVERAL THOUSAND INDIVIDUALS INTERESTED IN THE FIELD OF GLOBAL HEALTH. THESE EVENTS INCLUDE PROFESSIONAL CONFERENCES, UNIVERSITY CAREER FAIRS AND INFORMATION SESSIONS, AND WEBINARS. GHFP-II'S FELLOWS, AT ALL LEVELS, WORK WITH USAID IN WASHINGTON, DC AND OVERSEAS IN A VARIETY OF TECHNICAL AREAS INCLUDING MATERNAL AND CHILD HEALTH, FAMILY PLANNING, REPRODUCTIVE HEALTH, HIV/AIDS, INFECTIOUS DISEASES, HEALTH POLICY AND OTHER GLOBAL HEALTH SPECIALTIES. THE PROGRAM ALSO SUPPORTS A COHORT OF SUMMER INTERNS AND ON DEMAND INTERNS THROUGHOUT THE YEAR THAT WORK IN THE GLOBAL HEALTH BUREAU AT USAID IN WASHINGTON, DC. IN SUPPORT OF ITS MANDATE TO HELP DEVELOP THE NEXT GENERATION OF GLOBAL HEALTH PROFESSIONALS, THE PROGRAM ESTABLISHED WORKING RELATIONSHIPS WITH SEVERAL PARTNERS INCLUDING PYXERA GLOBAL, GLOBEMED, GLOBAL HEALTH CORPS, AND MANAGEMENT SYSTEMS INTERNATIONAL. GLOBEMED, IS AN ORGANIZATION THAT AIMS TO STRENGTHEN THE MOVEMENT FOR GLOBAL HEALTH EQUITY BY EMPOWERING STUDENTS AND COMMUNITIES TO WORK TOGETHER TO IMPROVE THE HEALTH OF PEOPLE LIVING IN POVERTY AROUND THE WORLD. GLOBEMED HAS CHAPTERS ON 50 CAMPUSES ACROSS THE US AND PARTNERS WITH ORGANIZATIONS THROUGHOUT THE DEVELOPING WORLD INCLUDING IN INDIA, RWANDA, UGANDA, NEPAL, CAMBODIA AND LAOS. GHFP-II WILL BE FUNDING SCHOLARSHIPS FOR GLOBEMED INTERNS BASED ON NEED AND FOR THOSE UNDERREPRESENTED IN THE FIELD. PYXERA GLOBAL PROVIDES CORPORATE VOLUNTEERS TO SUPPORT LOCAL BUSINESSES, NONPROFITS, AND GOVERNMENTS IN EMERGING MARKETS WORLDWIDE. OVER THE PAST 20 YEARS, THEY HAVE PLACED THOUSANDS OF BUSINESS-ORIENTED VOLUNTEERS IN MORE THAN 80 COUNTRIES. GHFP-II WILL SUPPORT SEVERAL HUNDRED OF THESE VOLUNTEERS OVER A FIVE YEAR PERIOD. GLOBAL HEALTH CORPS PAIRS INTELLIGENT AND PASSIONATE FELLOWS WITH DEVELOPING COUNTRY ORGANIZATIONS THAT REQUIRE NEW THINKING AND INNOVATIVE SOLUTIONS. THEY PROVIDE THESE YOUNG LEADERS WITH THE TOOLS TO REMAIN CONNECTED AFTER THEIR FELLOWSHIP YEAR FINISHES, DEEPENING THEIR ABILITY TO ENACT CHANGE THROUGH HEIGHTENED SKILLS AND STRONG PARTNERSHIPS. GHFP-II WILL PROVIDE FUNDING FOR SEVERAL OF THESE FELLOWSHIPS IN THE COMING YEAR. MANAGEMENT SYSTEMS INTERNATIONAL PROVIDES CAREER AND PROFESSIONAL DEVELOPMENT SUPPORT TO GHFP-II FELLOWS. IN ADDITION, THEY PROVIDE COACHING SERVICES AS WELL AS REVIEWING AND COMPILING AN INVENTORY OF PROFESSIONAL DEVELOPMENT STRATEGIES AND ACTIVITIES.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$12,695,743ExpenseAmt
Revenue$12,695,743RevenueAmt
DescCHILDREN'S ONCOLOGY GROUP COORDINATING CENTER: MONROVIA, CA: THE PUBLIC HEALTH INSTITUTE SERVES AS THE FISCAL PARTNER FOR THE CHILDREN'S ONCOLOGY GROUP COORDINATING CENTER (COGCC) IN MONROVIA, CALIFORNIA. COGCC IS THE PRIMARY HEADQUARTERS FOR THE CHILDREN'S ONCOLOGY GROUP (COG), PROVIDING ADMINISTRATIVE AS WELL AS STATISTICAL AND DATA MANAGEMENT SUPPORT. THE CHILDREN'S ONCOLOGY GROUP AND ITS COORDINATING CENTER IN MONROVIA HAVE NEARLY FIFTEEN YEARS OF EXPERIENCE IN CARRYING OUT EFFICIENT, HIGH IMPACT RESEARCH FOR CHILDREN WITH CANCER. 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. THE COG COORDINATING CENTER INCLUDES ELEVEN DISTINCT WORK-GROUPS SUPPORTING DIFFERENT, BUT INTER-RELATED FUNCTIONS: (I) ADMINISTRATION, (II) STUDY DEVELOPMENT, (III) STATISTICS, (IV) DATA MANAGEMENT, (V) QUALITY ASSURANCE, REGULATORY AFFAIRS & SITE AUDITING, (VI) INFORMATION TECHNOLOGY, (VII) CLINICAL PROJECTS, (VIII) PHASE 1 TRIAL OPERATIONS (IX) PHARMACEUTICAL INDUSTRY RELATIONS, (X) GROUP MEMBERSHIP AND (XI) COMMUNICATIONS & PUBLICATIONS. EACH WORKGROUP HAS A MANAGER OR DIRECTOR WITH CONSIDERABLE INDEPENDENCE AND FLEXIBILITY IN MANAGING HIS/HER AREA TO ENSURE RAPID AND EFFICIENT RESPONSE TO COG NEEDS. COG HAS BEEN 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. 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. 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.Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$6,328,483ExpenseAmt
Grant$515,568GrantAmt
Revenue$6,328,483RevenueAmt
DescTHE ALCOHOL RESEARCH GROUP (ARG), A PROJECT OF THE PUBLIC HEALTH INSTITUTE, WAS ESTABLISHED IN 1959 TO CONDUCT AND DISSEMINATE HIGH-QUALITY RESEARCH IN EPIDEMIOLOGY OF ALCOHOL CONSUMPTION AND PROBLEMS INCLUDING ALCOHOL USE DISORDERS, ALCOHOL-RELATED HEALTH SERVICES RESEARCH, AND ANALYSES OF ALCOHOL POLICY AND ITS IMPACTS. ARG IS HOME TO THE NATIONAL ALCOHOL RESEARCH CENTER, ONE OF 18 SUCH CENTERS FUNDED BY THE US NATIONAL INSTITUTE ON ALCOHOL ABUSE AND ALCOHOLISM (NIAAA), AND IS THE ONLY ONE OF ITS KIND SPECIALIZING IN THE EPIDEMIOLOGY OF ALCOHOL USE AND PROBLEMS. ARG'S MISSION FOCUSES ON BETTER UNDERSTANDING THE PUBLIC HEALTH IMPLICATIONS OF ALCOHOL USE PATTERNS AND ASSOCIATED PROBLEMS. TO ACHIEVE ITS MISSION, ARG IS COMMITTED TO PROVIDING THE FOLLOWING: * CONDUCT CRITICALLY NEEDED RESEARCH IN ALCOHOL EPIDEMIOLOGY IN THE GENERAL POPULATION AND IN SUBGROUPS SUCH AS WOMEN, ETHNIC MINORITIES, YOUNG ADULTS AND THE ELDERLY; * INVESTIGATE COMMUNITY RESPONSES TO ALCOHOL USE AND RELATED PROBLEMS: INFORMAL INDIVIDUAL AND COMMUNITY RESPONSES, MUTUAL AID GROUPS AND FORMAL SERVICE PROVISION; * ADVANCE RESEARCH METHODS AND MEASUREMENT, TESTING KEY HYPOTHESES BY ANALYZING PERSON, ALCOHOL INTAKE AND ENVIRONMENTAL DATA; * ANALYZE AND EVALUATE THE DEVELOPMENT AND EFFECTS OF ALCOHOL-RELATED POLICIES AND LEGISLATIVE MEASURES; * CONDUCT NATIONAL, INTERNATIONAL AND OTHER SURVEYS; MONITOR AND ANALYZE TRENDS OVER TIME AND ACROSS GEOGRAPHIC AREAS IN ALCOHOL USE PATTERNS AND PROBLEMS INCLUDING MORTALITY USING INNOVATIVE STATISTICAL TECHNIQUES; * DISSEMINATE RESEARCH FINDINGS TO POLICY MAKERS, HEALTH CARE PROVIDERS, PUBLIC HEALTH AND PREVENTION SPECIALISTS, EDUCATORS AND THE PUBLIC; * TRAIN NEW RESEARCHERS THROUGH THE PRE- AND POST-DOCTORAL FELLOWSHIP PROGRAM (IN CONJUNCTION WITH UC BERKELEY'S SCHOOL OF PUBLIC HEALTH); ENHANCE AND PROMOTE THE CAREER DEVELOPMENT OF SCIENTIFIC STAFF; FOSTER AN CREATIVE ENVIRONMENT RICH IN OPPORTUNITY AND SPARKING INNOVATION. ARG IS HOME TO A MULTIDISCIPLINARY TEAM OF WIDELY RESPECTED RESEARCHERS, INCLUDING EPIDEMIOLOGISTS, PSYCHOLOGISTS, ECONOMISTS AND OTHER DISCIPLINES. ARG ENGAGES AND COLLABORATES WITH A NUMBER OF RESEARCH PARTNERS AROUND THE WORLD, INCLUDING THOSE IN THE WORLD HEALTH ORGANIZATION, THE PAN AMERICAN HEALTH ORGANIZATION, PRIVATE ORGANIZATIONS, CORPORATIONS, RESEARCH INSTITUTES, HOSPITALS AND HIGHER EDUCATION.Desc

Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp

FieldValueIRS element (for citing)
Expense$31,260,653ExpenseAmt
Grant$6,712,540GrantAmt
Revenue$29,198,107RevenueAmt
DescFOR 50 YEARS, PHI HAS IMPLEMENTED RESEARCH AND PROGRAMS TO IMPROVE THE HEALTH AND WELLBEING OF PEOPLE ACROSS CALIFORNIA, THE U.S., AND THE WORLD. PHI IS A HUB FOR PUBLIC HEALTH INNOVATION, PROVIDING INFRASTRUCTURE, RESOURCES, AND INTELLECTUAL FREEDOM TO SOME OF THE BEST MINDS IN PUBLIC HEALTH. WITH OVER 100 RESEARCHERS AND PROJECT DIRECTORS - AND NEARLY 600 STAFF WORLDWIDE - PHI LEADS NEW RESEARCH, TESTS NOVEL INTERVENTIONS, AND IMPLEMENTS 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 EPIDEMIC PROPORTIONS 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. PHI IS TRAINING AND GRADUATING HEALTH CARE PROFESSIONALS REPRESENTING THE DIVERSITY OF OUR POPULATION AND WHO WILL MEET THE GROWING DEMAND FOR CARE, AND IMPLEMENTING PROGRAMS, SYSTEMS AND RESEARCH THAT CONNECT PUBLIC HEALTH AND HEALTH CARE DELIVERY. PHI SPEARHEADS CONVERSATIONS 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.Desc
FieldValueIRS element (for citing)
Total Other Prog Srvc Expense$31,260,653TotalOtherProgSrvcExpenseAmt
Total Other Prog Srvc Grant$6,712,540TotalOtherProgSrvcGrantAmt
Total Other Prog Srvc Revenue$29,198,107TotalOtherProgSrvcRevenueAmt
Total Program Service Expenses$82,561,871TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredYes (true)ScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesYes (true)LobbyingActivitiesInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Donor Advised FundfalseDonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtfalseCollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Temp Or Permanent EndowmentsfalseTempOrPermanentEndowmentsInd
Report Land Building EquipmentYes (true)ReportLandBuildingEquipmentInd
Report Investments Other SecfalseReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsfalseReportOtherAssetsInd
Report Other LiabilitiesfalseReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (true)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (true)IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtfalseConsolidatedAuditFinclStmtInd
School OperatingfalseSchoolOperatingInd
Foreign OfficeYes (true)ForeignOfficeInd
Foreign ActivitiesYes (true)ForeignActivitiesInd
More Than5000 K To OrgYes (true)MoreThan5000KToOrgInd
More Than5000 K To IndividualsYes (true)MoreThan5000KToIndividualsInd
Professional FundraisingfalseProfessionalFundraisingInd
Fundraising ActivitiesfalseFundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsYes (true)GrantsToOrganizationsInd
Grants To IndividualsYes (true)GrantsToIndividualsInd
Schedule J RequiredYes (true)ScheduleJRequiredInd
Tax Exempt BondsfalseTaxExemptBondsInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemfalseBusinessRlnWithFamMemInd
Business Rln With Officer EntfalseBusinessRlnWithOfficerEntInd
Deductible Non Cash ContrifalseDeductibleNonCashContriInd
Deductible Art ContributionfalseDeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityfalseDisregardedEntityInd
Related EntityfalseRelatedEntityInd
Related Organization Ctrl EntfalseRelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
IRP Document384IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (true)BackupWthldComplianceInd
Employee852EmployeeCnt
Employment Tax Returns FiledYes (true)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Foreign Financial AccountYes (true)ForeignFinancialAccountInd
Foreign CountryINForeignCountryCd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Quid Pro Quo ContributionsfalseQuidProQuoContributionsInd
Form8282 Property Disposed OffalseForm8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Form8899 FiledindfalseForm8899Filedind
Form1098 C FiledfalseForm1098CFiledInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members14GoverningBodyVotingMembersCnt
Independent Voting Member12IndependentVotingMemberCnt
Family Or Business RlnfalseFamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersfalseMembersOrStockholdersInd
Election Of Board MembersfalseElectionOfBoardMembersInd
Decisions Subject To ApprovafalseDecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Form990 Provided To Gvrn BodyYes (true)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (true)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (true)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (true)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (true)WhistleblowerPolicyInd
Document Retention PolicyYes (true)DocumentRetentionPolicyInd
Compensation Process CEOYes (true)CompensationProcessCEOInd
Compensation Process OtherYes (true)CompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd
States Where Copy Of Return Is FldCAStatesWhereCopyOfReturnIsFldCd
Own WebsiteYes (X)OwnWebsiteInd
Other WebsiteYes (X)OtherWebsiteInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Tamar DorfmanBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone5102855655PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1555 12th Street 10th FloorAddressLine1Txt
CityOaklandCityNm
State AbbreviationCAStateAbbreviationCd
ZIP946074046ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (22 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtKey EmployeeKeyEmployeeIndHighest Compensated EmployeeHighestCompensatedEmployeeInd
Dr Mary A Pittman
President & CEO40.0Yes (X)Yes (X)$481,747$0$51,002
Frederick Hessler
Board Chair1.0Yes (X)Yes (X)$0$0$0
John O'Brien
Board Vice Chair1.0Yes (X)Yes (X)$0$0$0
Kathy Ko Chin
Board Secretary1.0Yes (X)Yes (X)$0$0$0
Kimberlydawn Wisdom
Board Treasurer1.0Yes (X)Yes (X)$0$0$0
Anthony Barrueta
Board Member1.0Yes (X)$0$0$0
Elaine Batchlor
Board Member1.0Yes (X)$0$0$0
Claire D Brindis
Board Member1.0Yes (X)$0$0$0
Kathy Cahill
Board Member1.0Yes (X)$0$0$0
Susan Dentzer
Board Member1.0Yes (X)$0$0$0
John Hester Jr
Board Member1.0Yes (X)$0$0$0
Sharon Rudy (see schedule O)
Board Member, PI Program Director IV40.0Yes (X)$234,654$0$38,085
Eduardo J Sanchez
Board Member1.0Yes (X)$0$0$0
John R Seffrin
Board Member1.0Yes (X)$0$0$0
Tamar Dorfman
Chief Financial Officer40.0Yes (X)$232,044$0$47,047
B Melange Matthews
Chief of Staff / COO40.0$305,424$0$51,134Yes (X)
Elizabeth O'Connor
PI Program Director IV40.0$173,657$0$27,878Yes (X)
Mario Bravo
Technical Advisor IV40.0$197,413$0$10,967Yes (X)
Thomas Greenfield
PI Research Program Director40.0$187,849$0$28,626Yes (X)
James Simpson
General Counsel40.0$253,634$0$47,285Yes (X)
Ya Diul Mukadi
Technical Advisor IV40.0$186,318$0$20,848Yes (X)
Erica Jones
PI Research Prog Director III40.0$190,451$0$32,414Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$2,443,191TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$355,286TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K118IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (true)TotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
CENTER FOR SCIENCE IN THE PUBLIC INTEREST
1220 L Street 300WashingtonDC20005PROJECT CONSULTANT$211,167
LKS CONSULTING INC
617 GREYLYN DRIVESAN RAMONCA94583PROJECT CONSULTANT$183,026
INSTITUTE FOR SUSTAINABLE ECONOMIC
1625 CLAY STREET 600OAKLANDCA94612PROJECT CONSULTANT$175,000
EXPERIS US INC
29973 NETWORK PLACECHICAGOIL60673PROJECT CONSULTANT$144,900
FIRMUS CONSULTING INC
29 ELMWOOD DRIVESAN RAMONCA94583PROJECT CONSULTANT$144,340
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K6CntrctRcvdGreaterThan100KCnt
Government Grants$33,321,280GovernmentGrantsAmt
All Other Contributions$14,491,126AllOtherContributionsAmt
Total Contributions$47,812,406TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp

FieldValueIRS element (for citing)
DescContractsDesc
Business900009BusinessCd
Total Revenue Column$48,222,333TotalRevenueColumnAmt
Related Or Exempt Func Income$48,222,333RelatedOrExemptFuncIncomeAmt

Total Oth Program Service Rev TotalOthProgramServiceRevGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$48,222,333TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$3TotalRevenueColumnAmt
Exclusion$3ExclusionAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real$0RealAmt
Personal$0PersonalAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$0SecuritiesAmt
Other$0OtherAmt

Miscellaneous Revenue MiscellaneousRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt
FieldValueIRS element (for citing)
Other Revenue Total$0OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$96,034,742TotalRevenueColumnAmt
Related Or Exempt Func Income$48,222,333RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$3ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$6,351,818TotalAmt
Program Services$6,351,818ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$40,489TotalAmt
Program Services$40,489ProgramServicesAmt

Foreign Grants ForeignGrantsGrp

FieldValueIRS element (for citing)
Total$835,801TotalAmt
Program Services$835,801ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$1,642,672TotalAmt
Program Services$272,739ProgramServicesAmt
Management And General$1,369,933ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$46,716,237TotalAmt
Program Services$40,273,451ProgramServicesAmt
Management And General$6,441,814ManagementAndGeneralAmt
Fundraising$972FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$4,226,796TotalAmt
Program Services$3,585,434ProgramServicesAmt
Management And General$641,282ManagementAndGeneralAmt
Fundraising$80FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$7,439,463TotalAmt
Program Services$6,785,493ProgramServicesAmt
Management And General$653,888ManagementAndGeneralAmt
Fundraising$82FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$3,492,273TotalAmt
Program Services$2,962,366ProgramServicesAmt
Management And General$529,841ManagementAndGeneralAmt
Fundraising$66FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$79,334TotalAmt
Program Services$43,530ProgramServicesAmt
Management And General$35,804ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$127,000TotalAmt
Program Services$0ProgramServicesAmt
Management And General$127,000ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$76,146TotalAmt
Program Services$0ProgramServicesAmt
Management And General$76,146ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt
Program Services$0ProgramServicesAmt
Management And General$0ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$5,436,350TotalAmt
Program Services$5,404,333ProgramServicesAmt
Management And General$31,117ManagementAndGeneralAmt
Fundraising$900FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$12,039TotalAmt
Program Services$12,039ProgramServicesAmt
Management And General$0ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$3,449,626TotalAmt
Program Services$2,759,691ProgramServicesAmt
Management And General$689,512ManagementAndGeneralAmt
Fundraising$423FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$384,247TotalAmt
Program Services$7,790ProgramServicesAmt
Management And General$376,457ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$5,307,859TotalAmt
Program Services$3,747,469ProgramServicesAmt
Management And General$1,560,390ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$6,648,026TotalAmt
Program Services$6,430,368ProgramServicesAmt
Management And General$217,658ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$1,289,366TotalAmt
Program Services$1,173,595ProgramServicesAmt
Management And General$115,771ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$17,915TotalAmt
Program Services$3,105ProgramServicesAmt
Management And General$14,810ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Payments To Affiliates PaymentsToAffiliatesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt
Program Services$0ProgramServicesAmt
Management And General$0ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$74,339TotalAmt
Program Services$0ProgramServicesAmt
Management And General$74,339ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$180,676TotalAmt
Program Services$27,904ProgramServicesAmt
Management And General$152,772ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
Training & Prof. Dev.$1,251,501$1,156,016$95,485$0
Other$736,230$334,159$400,778$1,293
Temporary Help$365,035$232,300$132,735$0
Subcontracts$121,981$121,981$0$0

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt
Program Services$0ProgramServicesAmt
Management And General$0ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$96,303,219TotalAmt
Program Services$82,561,871ProgramServicesAmt
Management And General$13,737,532ManagementAndGeneralAmt
Fundraising$3,816FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$2,354BOYAmt
EOY$2,200EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$10,989,550BOYAmt
EOY$14,948,591EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$15,663,139BOYAmt
EOY$11,314,607EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$1,205,458BOYAmt
EOY$1,267,605EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$2,683,897LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$612,414LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$829,214BOYAmt
EOY$2,071,483EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$247,355BOYAmt
EOY$73,621EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$28,937,070BOYAmt
EOY$29,678,107EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$10,607,232BOYAmt
EOY$9,622,236EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$4,200,274BOYAmt
EOY$6,194,784EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$14,807,506BOYAmt
EOY$15,817,020EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$6,478,946BOYAmt
EOY$6,106,466EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$7,650,618BOYAmt
EOY$7,754,621EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$14,129,564BOYAmt
EOY$13,861,087EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$28,937,070BOYAmt
EOY$29,678,107EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss-$268,477ReconcilationRevenueExpnssAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedYes (true)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (true)AuditCommitteeInd
Federal Grant Audit RequiredYes (true)FederalGrantAuditRequiredInd
Federal Grant Audit PerformedYes (true)FederalGrantAuditPerformedInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$50,755,598CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$50,951,403CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$48,284,148CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$48,735,733CurrentTaxYearMinus1YearAmt
Current Tax Year$47,812,406CurrentTaxYearAmt
Total$246,539,288TotalAmt

Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,198,000CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,198,000CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,198,000CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,198,000CurrentTaxYearMinus1YearAmt
Current Tax Year$1,198,000CurrentTaxYearAmt
Total$5,990,000TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$51,953,598CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$52,149,403CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$49,482,148CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$49,933,733CurrentTaxYearMinus1YearAmt
Current Tax Year$49,010,406CurrentTaxYearAmt
Total$252,529,288TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$10,333,805SubstantialContributorsTotAmt
Public Support Total170$242,195,483PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$14,248CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$8,189CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$2,269CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$49CurrentTaxYearMinus1YearAmt
Current Tax Year$3CurrentTaxYearAmt
Total$24,758TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$66,738CurrentTaxYearMinus4YearsAmt
Total$66,738TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$0CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$0CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$0CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$0CurrentTaxYearMinus1YearAmt
Current Tax Year$0CurrentTaxYearAmt
Total$0TotalAmt
FieldValueIRS element (for citing)
Total Support$252,620,784TotalSupportAmt
Gross Receipts Rltd Activities$270,258,764GrossReceiptsRltdActivitiesAmt
Public Support CY1700.9587PublicSupportCY170Pct
Public Support PY1700.9527PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule C IRS990ScheduleC

Total Grassroots Lobbying TotalGrassrootsLobbyingGrp

FieldValueIRS element (for citing)
Filing Organizations Total$12,578FilingOrganizationsTotalAmt
Affiliated Group Total$0AffiliatedGroupTotalAmt

Total Direct Lobbying TotalDirectLobbyingGrp

FieldValueIRS element (for citing)
Filing Organizations Total$63,568FilingOrganizationsTotalAmt
Affiliated Group Total$0AffiliatedGroupTotalAmt

Total Lobbying Expend TotalLobbyingExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$76,146FilingOrganizationsTotalAmt
Affiliated Group Total$0AffiliatedGroupTotalAmt

Other Exempt Purpose Expend OtherExemptPurposeExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$96,227,073FilingOrganizationsTotalAmt
Affiliated Group Total$0AffiliatedGroupTotalAmt

Total Exempt Purpose Expend TotalExemptPurposeExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$96,303,219FilingOrganizationsTotalAmt
Affiliated Group Total$0AffiliatedGroupTotalAmt

Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp

FieldValueIRS element (for citing)
Filing Organizations Total$1,000,000FilingOrganizationsTotalAmt
Affiliated Group Total$0AffiliatedGroupTotalAmt

Grassroots Nontaxable GrassrootsNontaxableGrp

FieldValueIRS element (for citing)
Filing Organizations Total$250,000FilingOrganizationsTotalAmt
Affiliated Group Total$0AffiliatedGroupTotalAmt

Tot Lbbyng Grassroot Mns Non Tx TotLbbyngGrassrootMnsNonTxGrp

FieldValueIRS element (for citing)
Filing Organizations Total$0FilingOrganizationsTotalAmt
Affiliated Group Total$0AffiliatedGroupTotalAmt

Tot Lbby Expend Mns Lbbyng Non Tx TotLbbyExpendMnsLbbyngNonTxGrp

FieldValueIRS element (for citing)
Filing Organizations Total$0FilingOrganizationsTotalAmt
Affiliated Group Total$0AffiliatedGroupTotalAmt

Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp

FieldValueIRS element (for citing)
Current Year Minus3$1,000,000CurrentYearMinus3Amt
Current Year Minus2$1,000,000CurrentYearMinus2Amt
Current Year Minus1$1,000,000CurrentYearMinus1Amt
Current Year$1,000,000CurrentYearAmt
Total$4,000,000TotalAmt
FieldValueIRS element (for citing)
Lobbying Ceiling$6,000,000LobbyingCeilingAmt

Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp

FieldValueIRS element (for citing)
Current Year Minus3$42,533CurrentYearMinus3Amt
Current Year Minus2$48,288CurrentYearMinus2Amt
Current Year Minus1$67,879CurrentYearMinus1Amt
Current Year$76,146CurrentYearAmt
Total$234,846TotalAmt

Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp

FieldValueIRS element (for citing)
Current Year Minus3$250,000CurrentYearMinus3Amt
Current Year Minus2$250,000CurrentYearMinus2Amt
Current Year Minus1$250,000CurrentYearMinus1Amt
Current Year$250,000CurrentYearAmt
Total$1,000,000TotalAmt
FieldValueIRS element (for citing)
Grassroots Ceiling$1,500,000GrassrootsCeilingAmt

Avg Grassroots Lobbying Expend AvgGrassrootsLobbyingExpendGrp

FieldValueIRS element (for citing)
Current Year Minus3$791CurrentYearMinus3Amt
Current Year Minus2$3,551CurrentYearMinus2Amt
Current Year Minus1$6,764CurrentYearMinus1Amt
Current Year$12,578CurrentYearAmt
Total$23,684TotalAmt

Schedule D IRS990ScheduleD

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$2,683,897OtherCostOrOtherBasisAmt
Depreciation$612,414DepreciationAmt
Book Value$2,071,483BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$2,071,483TotalBookValueLandBuildingsAmt
Total Liability$0TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$96,034,742TotalRevEtcAuditedFinclStmtAmt
Other Revenue$0OtherRevenueAmt
Revenue Not Reported$0RevenueNotReportedAmt
Revenue Subtotal$96,034,742RevenueSubtotalAmt
Other Revenues Not Included$0OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt$0RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$96,034,742TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$96,303,219TotExpnsEtcAuditedFinclStmtAmt
Other Expenses Included$0OtherExpensesIncludedAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$96,303,219ExpensesSubtotalAmt
Other Expenses Not Included$0OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt$0ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$96,303,219TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSchedule D, Part X, Line 2 FIN 48 (ASC 740) footnoteFormAndLineReferenceDesc
ExplanationFor the years ended December 31, 2015 and 2014, the Institute has documented its consideration of FASB ASC 740-10, Income Taxes, that provides 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 Organization'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 Organization would more likely than not be sustained by examination. Accordingly, the Organization has not recorded an income tax liability for uncertain tax benefits as of December 31, 2015 and 2014 nor does it expect there will be a material change in the twelve months following the year ended December 31, 2015. As of December 31, 2015, the Organizations tax years ended December 31, 2012 through December 31, 2015 remain subject to examination in the United States federal tax jurisdiction and the tax years ended December 31, 2011 through December 31, 2015 remain subject to examination in the California state tax jurisdiction.ExplanationTxt

Schedule F IRS990ScheduleF

FieldValueIRS element (for citing)
Grant Records MaintainedYes (true)GrantRecordsMaintainedInd

Account Activities Outside US AccountActivitiesOutsideUSGrp (28 entries)

RegionRegionTxtType Of Activities ConductedTypeOfActivitiesConductedTxtSpecific Services ProvidedSpecificServicesProvidedTxtRegion Total ExpendituresRegionTotalExpendituresAmtOfficesOfficesCntEmployeeEmployeeCnt
Central America and the CaribbeanProgram ServicesCenter Core Support$119,134
Central America and the CaribbeanProgram ServicesCommunity Development$1,538,382
Central America and the CaribbeanProgram ServicesResearch$352,896
Central America and the CaribbeanProgram ServicesTechnical Assistance$44,232
Central America and the CaribbeanProgram ServicesTraining$62,191
East Asia and the PacificProgram ServicesResearch$202,976
East Asia and the PacificProgram ServicesSurveillance$40,103
East Asia and the PacificProgram ServicesTechnical Assistance$1,400,16515
Europe (Including Iceland and Greenland)Program ServicesTechnical Assistance$114,047
North America (Canada & Mexico only)Program ServicesCommunity Development$2,844
North America (Canada & Mexico only)Program ServicesPolicy Development$139,782
North America (Canada & Mexico only)Program ServicesTechnical Assistance$50,657
North America (Canada & Mexico only)Program ServicesTraining$5,916
Russia and Neighboring StatesProgram ServicesResearch$10,074
Russia and Neighboring StatesProgram ServicesTechnical Assistance$228,791
Russia and Neighboring StatesProgram ServicesTraining$7,821
South AsiaProgram ServicesTechnical Assistance$453,155
South AsiaProgram ServicesTraining$13,559
Sub-Saharan AfricaProgram ServicesCenter Core Support$123,396
Sub-Saharan AfricaProgram ServicesCommunity Development$151,369
Sub-Saharan AfricaProgram ServicesResearch$33,070
Sub-Saharan AfricaProgram ServicesTechnical Assistance$3,412,513
Sub-Saharan AfricaProgram ServicesTraining$584,629
Central America and the CaribbeanGrantmaking$461,517
East Asia and the PacificGrantmaking$134,957
North America (Canada & Mexico only)Grantmaking$86,713
South AsiaGrantmaking$115,850
South AsiaGrantmaking$124,006
FieldValueIRS element (for citing)
Subtotal Offices1SubtotalOfficesCnt
Subtotal Employees5SubtotalEmployeesCnt
Continutation Total Office0ContinutationTotalOfficeCnt
Continutation Total Employee0ContinutationTotalEmployeeCnt
Total Office1TotalOfficeCnt
Total Employee5TotalEmployeeCnt
Subtotal Spent$4,320,011SubtotalSpentAmt
Continuation Spent$5,694,734ContinuationSpentAmt
Total Spent$10,014,745TotalSpentAmt

Grants To Org Outside US GrantsToOrgOutsideUSGrp (12 entries)

RegionRegionTxtPurpose Of GrantPurposeOfGrantTxtCash GrantCashGrantAmtManner Of Cash DisbursementMannerOfCashDisbursementTxt
Central America and the CaribbeanCenter Core Support$10,000WIRE
Central America and the CaribbeanCommunity Development$65,000WIRE
Central America and the CaribbeanTechnical Assistance$88,000WIRE
East Asia and the PacificCommunity Development$12,000WIRE
East Asia and the PacificResearch$61,931WIRE
East Asia and the PacificTechnical Assistance$42,000WIRE
Europe (Including Iceland and Greenland)Community Development$15,700WIRE
North America (Canada & Mexico only)Technical Assistance$53,500WIRE
South AsiaTechnical Assistance$24,000WIRE
Sub-Saharan AfricaCommunity Development$237,153WIRE
Sub-Saharan AfricaResearch$109,012WIRE
Sub-Saharan AfricaTechnical Assistance$39,000WIRE
FieldValueIRS element (for citing)
Total501c3 Org12Total501c3OrgCnt
Total Other Org0TotalOtherOrgCnt

Foreign Individuals Grants ForeignIndividualsGrantsGrp (3 entries)

Type Of AssistanceTypeOfAssistanceTxtRegionRegionTxtRecipientRecipientCntCash GrantCashGrantAmtManner Of Cash DisbursementMannerOfCashDisbursementTxt
Community DevelopmentCentral America and the Caribbean3$25,504WIRE
Technical AssistanceCentral America and the Caribbean2$35,001WIRE
Technical AssistanceSouth Asia1$18,000WIRE
FieldValueIRS element (for citing)
Transfer To Foreign CorpfalseTransferToForeignCorpInd
Interest In Foreign TrustfalseInterestInForeignTrustInd
Foreign Corp OwnershipfalseForeignCorpOwnershipInd
Passive Foreign Investmest CofalsePassiveForeignInvestmestCoInd
Foreign PartnershipfalseForeignPartnershipInd
Boycott CountriesfalseBoycottCountriesInd

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule F, Part I, Line 2 Procedures for monitoring use of grant fundsPRIOR 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, MAKE APPROPRIATE INQUIRIES.
Schedule F, Part I, Line 2 PROCEDURES FOR MONITORING USE OF GRANT FUNDSPRIOR 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, MAKE APPROPRIATE INQUIRIES.

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (true)GrantRecordsMaintainedInd

Recipient Table RecipientTable (69 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINCash GrantCashGrantAmtPurpose Of GrantPurposeOfGrantTxtIRC SectionIRCSectionDesc
ICF MACRO INC
PO BOX 536259PHILADELPHIAPA15253520955232$1,061,580Research/Drug/Substance Abuse
PYXERA GLOBAL
PO BOX 740418WASHINGTONDC20005521706852$491,252Technical Assistance/Leadership501(c)(3)
SANTA CLARA VALLEY HEALTH AND MEDICAL CENTER
PO BOX 740418LOS ANGELESCA90074$466,268Training/Nutrition/DietSanta Clara County
GLOBEMED
28395 NETWORK PLACEEVANSTONIL60673760708721$391,716Community Development/Community Health501(c)(3)
GLOBAL HEALTH CORPS
PO BOX 7159NEW YORKNY10001800512336$373,654Technical Assistance/Leadership501(c)(3)
MANAGEMENT SYSTEMS INT'L INC
1130 CONNECTICUT AVEWASHINGTONDC20036048407589$265,209Technical Assistance/Leadership
LOMA LINDA UNIV MEDICAL CENTER
PO BOX 926LOMA LINDACA92354953522679$490,898Surveillance/Cancer501(c)(3)
REGENTS OF UC BERKELEY
2195 HEARST AVEBERKELEYCA94720946002123$211,252Community Development/Community Health501(c)(3)
COMITE CIVICO DE VALLE INC
699 E STREETBRAWLEYCA92227330411322$180,552Research/Environment501(c)(3)
COLUMBIA UNIVERSITY
PO BOX 1385NEW YORKNY10008135598093$175,364Research/Cancer501(c)(3)
MENDOCINO COUNTY PUBLIC HEALTH
1120 SOUTH DORA STREETUKIAHCA95482946000520$158,283Community Development/Community HealthMENDOCINO COUNTY
UNIVERSITY OF WASHINGTON
12455 COLLECTIONS DRIVECHICAGOIL60693916001537$122,114Research/Environment501(c)(3)
CENTER FOR SCIENCE IN THE PUBLIC INTEREST
1220 L STREETWASHINGTONDC20005237122879$120,667Technical Assistance/Nutrition/Diet501(c)(3)
THE REINVESTMENT FUND
1700 MARKET STREETPHILADELPHIAPA19103232331946$120,000Community Development/Community Health501(c)(3)
DOLORES HUERTA FOUNDATION
POBOX 2087BAKERSFIELDCA93303912145992$103,258Community Development/Nutrition/Diet501(c)(3)
HEALTHRIGHT 360
17335 MISSION STSAN FRANCISCOCA94103946129071$81,037Technical Assistance/AIDS501(c)(3)
MADERA COUNTY PUBLIC HEALTH
14215 ROAD 28MADERACA93638946000518$80,535Community Development/Community HealthMADERA COUNTY
LOMA LINDA UNIVERSITY
24887 TAYLOR STREETLOMA LINDACA92350951816009$78,513Surveillance/Cancer501(c)(3)
CENTER FOR HUMAN SERVICES
2000 W BRIGGSMORE AVEMODESTOCA95350941725620$78,278Community Development/Nutrition/Diet501(c)(3)
SHASTA CO DEPT OF PUB HLTH
1810 MARKET STREETREDDINGCA96001$77,909Community Development/Community HealthSHASTA COUNTY
REGENTS OF UC SAN FRANCISCO
ACCOUNTING OFFICE CGA BOX 0897SAN FRANCISCOCA94143946036493$77,429Research/Drug/Substance Abuse501(c)(3)
CALIFORNIA DEPT OF PUBLIC HLTH
PO BOX 997376SACRAMENTOCA95899743204993$74,595Community Development/Community HealthSacramento COUNTY
MILLIMAN INC
650 CALIFORNIA STSAN FRANCISCOCA94108910675641$71,280Policy Development/Technology
REGENTS OF THE UC CALIFORNIA BERKLEY
2195 HEARST AVEBERKELEYCA94720946002123$70,045Research/AIDS501(c)(3)
SISKIYOU COUNTY PUBLIC HEALTH
806 SOUTH MAIN STREETYREKACA96097946000537$64,060Community Development/Community HealthSISKIYOU COUNTY
BLUEPATH HEALTH INC
929 SIR FRANCES DRAKE BLVDKENTFIELDCA94904463484135$60,000Community Development/Technology
CHILDREN'S HOSPITAL & RESERCH UCSF
5700 MARTIN LUTHER KIND JR WAYOAKLANDCA94609940382330$56,682Research/Community Health501(c)(3)
SILENT SPRING INSTITUTE
320 NEVADA STREETNEWTONMA02460043237106$46,648Research/Cancer501(c)(3)
REGENTS UNIV CAL SAN DIEGO
9500 GILMAN DRIVELA JOLLACA92093956006144$44,328Surveillance/Cancer501(c)(3)
SJSU RESEARCH FOUNDATION
210 N 4TH STSAN JOSECA95112946017638$40,569Research/Drug/Substance Abuse501(c)(3)
UNIVERSITY OF ILLINOIS
28395 NETWORK PLACECHICAGOIL60673376000511$40,024Research/Drug/Substance Abuse501(c)(3)
CA SCHOOL-BASED HEALTH ALLIANC
1203 PRESERVATION PARK WAYOAKLANDCA94612943201896$33,334Community Development/Asthma501(c)(3)
HAVEN WOMEN'S CENTER
618 13TH STREETMODESTOCA95354942499361$28,891Community Development/Adolescent Health501(c)(3)
INFOUSE
PO BOX 544LARKSPURCA94977680053526$27,000Research/Population Research
CONSULTANTS IN HEALTH
3236 RAVENSCOVE LANEALAMEDACA94501455351876$22,000Community Development/Chronic Disease501(c)(3)
CALIFORNIA PACIFIC MEDICAL CENTER
475 BRANNAN STSAN FRANCISCOCA94107940562680$21,959Research/Drug/Substance Abuse501(c)(3)
UNIVERSITY OF TEXAS AT AUSTIN
PO BOX 7159AUSTINTX78713746000203$20,605Research/Drug/Substance Abuse501(c)(3)
RESEARCH TRIANGLE INSTITUTE
POST OFFICE BOX 900002RALEIGHNC27675560686338$20,064Research/Technology501(c)(3)
GOLDEN VALLEY HLTH CENTER
737 WEST CHILDS AVENUEMERCEDCA95341942196086$20,028Community Development/Adolescent Health501(c)(3)
OREGON PUBLIC HEALTH INSTITUTE
310 SW FOURTH AVEPORTLANDOR97204931259522$20,000Community Development/Community Health501(c)(3)
TEXAS HEALTH INSTITUTE
8501 N MOPAC EXPWYAUSTINTX78759742237787$20,000Community Development/Community Health501(c)(3)
HEALTH RESOURCES IN ACTION
95 BERKELEY STBOSTONMA02116042229839$20,000Community Development/Community Health501(c)(3)
GREATER DETROIT AREA HEALTH COUNCIL INC
407 EAST FORT STREETDETROITMI48226381360904$20,000Community Development/Community Health501(c)(3)
GEORGIA STATE UNIVERSITY
PO BOX 3999ATLANTAGA30303581845423$20,000Community Development/Community Health501(c)(3)
HAWAII DISABILITY AND COMMUNICATION
919 ALA MOANA BLVDHONOLULUHI96814$19,998Technical Assistance/DisabilityHonolulu COUNTY
UNIVERSITY OF ALABAMA
1720 SECOND AVE SOUTHBIRMINGHAMAL35294636005396$18,043Research/AIDS501(c)(3)
GEORGE WASHINGTON UNIVERSITY
45155 RESEARCH PLACEASHBURNVA20147530196584$18,002Research/Environment501(c)(3)
CALIFORNIA RURAL INDIAN HLTH B
4400 AUBURN BLVDSACRAMENTOCA95841237052541$16,703Community Development/Health Care Reform/Managed Care501(c)(3)
UNIVERSITY OF SOUTHERN CALIF
1975 ZONAL AVELOS ANGELESCA90089951642394$15,500Evaluation/Reproductive Health501(c)(3)
ABILITY 360
5025 E WASHINGTON STPHOENIXAZ85034860486447$15,406Technical Assistance/Disability501(c)(3)
HEALTH AND HUMAN SERVICES AGENCY
PO BOX 496005REDDINGCA96049$15,000Community Development/Health Care Reform/Managed CareSHASTA COUNTY
DISABILITY RIGHTS LEGAL CENTER
800 S FIGUEROA STLOS ANGELESCA90017952960607$14,431Technical Assistance/Disability501(c)(3)
KAISER FOUNDATION RESEARCH INS
1800 HARRISON STOAKLANDCA94612941105628$14,079Research/Drug/Substance Abuse501(c)(3)
REGENTS OF UCSF
505 PARNUSSUS AVESAN FRANCISCOCA94143946036493$12,604Community Development/Community Health501(c)(3)
PREVENTION INSTITUTE INC
221 OAK STREETOAKLANDCA94607943282858$12,000Community development/Violence
UNITED WAY OF THE CAPITAL AREA
843 NORTH PRESIDENT STREETJACKSONMS39202941225382$12,000Community Development/Leadership501(c)(3)
DINERRAL SHAVERS EDUCATIONAL
PO BOX 6832NEW ORLEANSLA70114208749943$12,000Technical Assistance/Reproductive Health501(c)(3)
EMORY UNIVERSITY
PO BOX 935084ATLANTAGA31193580566256$10,465Research/Cancer501(c)(3)
DISABILITY ACTION CENTER
1161 EAST AVENUECHICOCA95926942735218$10,000Technical Assistance/Disability501(c)(3)
LOCAL GOVERNMENT COMMISSON
1303 J STREET SUITESACRAMENTOCA95814942791699$8,945Community Development/Community Health501(c)(3)
SAN LUIS OBISPO CNTY HLTH AGCY
2180 JOHNSON AVENUESAN LUIS OBISPOCA93401$8,259Community Development/Community HealthSAN LUIS OBISPO CNTY
ARIZONA CENTER FOR DISABLTY LW
5025 EAST WASHINGTON STPHOENIXAZ85034237408586$8,249Technical Assistance/Disability501(c)(3)
YOUTH RADIO
1701 BROADWAYOAKLANDCA94612847263522$8,112Research/Tobacco501(c)(3)
INDEPENDENT LIVING CENTER
14407 GILMORE STVAN NUYSCA91401953026060$6,923Technical Assistance/Disability501(c)(3)
INSTITUTE OF WOMEN AND ETHNIC STUDIES
935 GRAVIER STREETNEW ORLEANSLA70112721244155$6,000Technical Assistance/Reproductive Health501(c)(3)
GROUP HEALTH RESEARCH
PO BOX 34587SEATTLEWA98124910511770$5,715Training/Community Health501(c)(3)
CONSORT OF UNIV FOR GLOBL HLTH
1608 RHODE ISLAND AVE NWWASHINGTONDC20036271481036$5,504Technical Assistance/Leadership501(c)(3)
COMMNTY RESOURCES FOR INDEPEND
439 A STREETHAYWARDCA94541942598873$5,000Technical Assistance/Disability501(c)(3)
RURAL CENTER FOR INDPNDNT LVNG
1895 EAST LONG STREETCARSON CITYNV89706880389130$5,000Technical Assistance/Disability501(c)(3)
FieldValueIRS element (for citing)
Total501c3 Org66Total501c3OrgCnt
Total Other Org4TotalOtherOrgCnt

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (2 entries)

Grant TypeGrantTypeTxtRecipientRecipientCntCash GrantCashGrantAmtNon Cash AssistanceNonCashAssistanceAmtValuation Method UsedValuationMethodUsedDescNon Cash AssistanceNonCashAssistanceDesc
Technical Assistance/Community Health2$27,195$0n/an/a
Technical Assistance/Disability2$13,294$0n/an/a

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule I, Part III, Column (b) Estimated Number Of RecipientsTechnical Assistance/Community Health : PHI Maintains a list Grants awarded to individuals on a separate GL account
Schedule I, Part III, Column (b) Estimated Number Of RecipientsTechnical Assistance/Disability : PHI Maintains a list Grants awarded to individuals on a separate GL account
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 CIRCULAR A-133 REQUIREMENTS WHERE APPLICABLE. PHI EMPLOYEES MAINTAIN REGULAR CONTACT WITH THE GRANTEE, REVIEW FINANCIAL AND PERFORMANCE REPORTS SUBMITTED BY THE GRANTEE.

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Compensation CommitteeYes (X)CompensationCommitteeInd
Form990 Of Other OrganizationsYes (X)Form990OfOtherOrganizationsInd
Compensation SurveyYes (X)CompensationSurveyInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance PaymentfalseSeverancePaymentInd
Supplemental Nonqual Rtr PlanfalseSupplementalNonqualRtrPlanInd
Equity Based Comp ArrngmfalseEquityBasedCompArrngmInd
Comp Based On Revenue Of Flng OrgfalseCompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related OrgsfalseCompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng OrgfalseCompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd OrgsfalseCompBsdNetEarnsRltdOrgsInd
Any Non Fixed PaymentsYes (true)AnyNonFixedPaymentsInd
Initial Contract ExceptionfalseInitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (10 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
Dr Mary A Pittman
President & CEO$385,912$0$55,416$0$40,419$0$26,000$0$25,002$0$532,749$0$0$0
Sharon Rudy (see schedule O)
Board Member, PI Program Director IV$216,073$0$13,152$0$5,429$0$21,906$0$16,179$0$272,739$0$0$0
Tamar Dorfman
Chief Financial Officer$191,140$0$22,256$0$18,648$0$22,000$0$25,047$0$279,091$0$0$0
B Melange Matthews
Chief of Staff / COO$266,780$0$27,756$0$10,888$0$26,000$0$25,134$0$356,558$0$0$0
Elizabeth O'Connor
PI Program Director IV$155,327$0$0$0$18,330$0$17,376$0$10,502$0$201,535$0$0$0
Mario Bravo
Technical Advisor IV$154,827$0$0$0$42,586$0$0$0$10,967$0$208,380$0$0$0
Thomas Greenfield
PI Research Program Director$182,762$0$750$0$4,337$0$18,320$0$10,306$0$216,475$0$0$0
James Simpson
General Counsel$232,076$0$256$0$21,302$0$25,731$0$21,554$0$300,919$0$0$0
Ya Diul Mukadi
Technical Advisor IV$185,500$0$0$0$818$0$18,550$0$2,298$0$207,166$0$0$0
Erica Jones
PI Research Prog Director III$175,364$0$5,304$0$9,783$0$17,759$0$14,655$0$222,865$0$0$0

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSchedule J, Part I, Line 7 Non-fixed paymentsFormAndLineReferenceDesc
ExplanationThe Organization made non-fixed payments to the following people during 2015: Mary Pittman Sharon Rudy Tamar Dorfman B. Melange Matthews Jim Simpson Erica Jones Thomas GreenfieldExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (6 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Form 990, Part III, Line 4d Description of other program services(Expenses $ 31,260,653 including grants of $ 6,712,540)(Revenue $ 29,198,107) FOR 50 YEARS, PHI HAS IMPLEMENTED RESEARCH AND PROGRAMS TO IMPROVE THE HEALTH AND WELLBEING OF PEOPLE ACROSS CALIFORNIA, THE U.S., AND THE WORLD. PHI IS A HUB FOR PUBLIC HEALTH INNOVATION, PROVIDING INFRASTRUCTURE, RESOURCES, AND INTELLECTUAL FREEDOM TO SOME OF THE BEST MINDS IN PUBLIC HEALTH. WITH OVER 100 RESEARCHERS AND PROJECT DIRECTORS - AND NEARLY 600 STAFF WORLDWIDE - PHI LEADS NEW RESEARCH, TESTS NOVEL INTERVENTIONS, AND IMPLEMENTS 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 EPIDEMIC PROPORTIONS 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. PHI IS TRAINING AND GRADUATING HEALTH CARE PROFESSIONALS REPRESENTING THE DIVERSITY OF OUR POPULATION AND WHO WILL MEET THE GROWING DEMAND FOR CARE, AND IMPLEMENTING PROGRAMS, SYSTEMS AND RESEARCH THAT CONNECT PUBLIC HEALTH AND HEALTH CARE DELIVERY. PHI SPEARHEADS CONVERSATIONS 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.
Form 990, Part VI, Line 11b Review of form 990 by governing bodyTHE 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 policyPHI'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 officialALL 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, COMPENSATED OFFICERS, IF ANY, 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 KEY EMPLOYEES, BASED UPON GUIDELINES ESTABLISHED UNDER PHI'S TITLE & PAY PLAN. THE LAST CHIEF EXECUTIVE OFFICER COMPENSATION REVIEW TOOK PLACE IN MARCH 2015 AND THE LAST CHIEF FINANCIAL OFFICER COMPENSATION REVIEW TOOK PLACE IN APRIL 2015.
Form 990, Part VI, Line 19 Required documents available to the publicTHE 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 VII, Section ASHARON RUDY 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.