2015-02-11T04:34:52-06:00 2014-09-30 232896692 BBD LLP 1835 MARKET STREET 26TH FLOOR PHILADELPHIA PA 19103 990 2013-10-01 541752058 SCHOOL-BASED HEALTH ALLIANCE SCHO 2026385872 1010 VERMONT AVE NW NO 600 WASHINGTON DC 20005 JOHN SCHLITT PRESIDENT 2026385872 2015-02-09 1 ADAM WATSON MBA CPA P01367206 2155677770 2015-02-09 2013 2016-03-07 17:11:31Z JOHN SCHLITT 1010 VERMONT AVE NW NO 600 WASHINGTON DC 20005 5178772 0 X WWW.SBH4ALL.ORG X 1995 VA SEE PAGE 2 PART III LINE 1 FOR DETAILS. 15 14 22 24 0 0 2730716 4550621 469583 598088 27684 30063 0 0 3227983 5178772 0 1083076 0 0 1646304 1523701 0 0 0 1668409 1135002 3314713 3741779 -86730 1436993 2505257 3897793 212793 175184 2292464 3722609 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 2294438 1083076 130483 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 ATTANDANCE OF 100+. 446747 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. 320630 467605 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. 3061815 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 11 0 22 1 0 0 0 0 0 0 0 0 0 0 X 15 14 0 0 0 0 0 0 0 1 1 0 0 1 1 1 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 TJ COSGROVE CHAIRMAN 2.00 X X 0 0 0 KELLY DUNKIN CHAIRMAN-ELECT 2.00 X X 0 0 0 ALLAN ALSON SECRETARY 2.00 X X 0 0 0 ELISABETH ERICKSON TREASURER 2.00 X X 0 0 0 CYNTHIA ALEE BARNES-BOYD DIRECTOR 2.00 X 0 0 0 LOIS BACKON DIRECTOR 2.00 X 0 0 0 RITA COOK DIRECTOR 2.00 X 0 0 0 GILBERT HANDAL DIRECTOR 2.00 X 0 0 0 MAUREEN HANRAHAN 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 WINSTON F WONG DIRECTOR 2.00 X 0 0 0 KAREN SAVERINO DIRECTOR 2.00 X 0 0 0 PETER WALLACE DIRECTOR 2.00 X 0 0 0 JESSE WHITE-FRESE DIRECTOR 2.00 X 0 0 0 LINDA JUSZCZAK PRESIDENT/DIRECTOR (OCT-MARCH) 40.00 X X 138982 0 19220 JOHN SCHLITT PRESIDENT/DIRECTOR (APRIL-SEPT) 40.00 X X 0 0 0 138982 0 19220 1 0 1 0 0 98950 625585 3826086 4550621 ANNUAL CONFERENCE 900099 467605 421955 45650 CONTRACT SERVICES 541610 130483 130483 598088 30063 30063 5178772 552438 0 75713 X 1083076 1083076 175052 116238 58814 994683 721029 273654 52999 33450 19549 217053 157202 59851 83914 59890 24024 17000 17000 430759 393111 37648 1375 1375 100388 49191 51197 46798 27716 19082 139675 105003 34672 152444 100378 52066 240926 215531 25395 1775 1775 3862 3862 3741779 3061815 679964 0 1142184 1876321 9274 610549 133027 170320 21707 22852 23041 21562 45861 43768 3868 2093 1172156 1194096 2505257 3897793 154595 122239 58198 52945 212793 175184 X 922952 963169 1369512 2759440 2292464 3722609 2505257 3897793 1436993 -6848 0 X 0 1 X 1 1 1 X 1555235 2475316 2957113 2730716 3925036 13643416 1555235 2475316 2957113 2730716 3925036 13643416 6691261 6952155 2517 1983 12151 27684 30063 74398 20594 19102 11831 51527 13769341 2543863 0.50490 0.61980 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 3741779 3741779 337089 84272 0 0 260574 293370 315736 337089 1206769 1810154 7768 30182 37950 65143 73343 78934 84272 301692 452538 1132 774 358 44729 42994 1735 2093 DEFERRED RENT 52945 52945 X 5171924 -6848 -6848 5178772 0 5178772 3741779 0 3741779 0 3741779 PART X, LINE 2: GENERALLY ACCEPTED ACCOUNTING PRINCIPLES (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 AND, AS A RESULT, THERE IS NO IMPACT ON THE ALLIANCE'S FINANCIAL STATEMENTS. 1 LOYOLA UNIVERSITY CHICAGO MARCELLA NIEHOFF SCHOOL OF NURSING 820 N MICHIGAN AVE CHICAGO IL 60661 361408475 501(C)(3) 43706 SUSTAINABILITY UNIVERSITY OF MIAMI MILLER SCHOOL OF MEDICINE PO BOX 016700 MIAMI FL 33101 590624458 501(C)(3) 48125 SUSTAINABILITY THUNDERMIST HEALTH CENTER 191 SOCIAL STREET WOONSOCKET RI 02895 050355097 501(C)(3) 53620 PUBLIC HEALTH HEALTH CHOICE NETWORK OF FLORIDA INC 9064 NW 133 TERRACE MIAMI FL 33172 650504316 501(C)(3) 61875 PUBLIC HEALTH ERIE FAMILY HEALTH CENTER 1701 W SUPERIOR CHICAGO IL 60622 363088628 501(C)(3) 87500 SUSTAINABILITY NEW YORK - PRESBYTERIAN HOSPITAL CENTER FOR COMMUNITY HEALTH & EDU 525 E 68TH STREET NEW YORK NY 10034 133957095 501(C)(3) 65625 SUSTAINABILITY SISTERS OF CHARITY HOSPITAL 515 ABBOTT RD BUFFALO NY 14214 160743187 501(C)(3) 43750 SUSTAINABILITY PROJECT VIDA HEALTH CENTER 3607 RIVERA AVE EL PASO TX 79905 680541648 501(C)(3) 43750 PARENT & YOUTH ENGAGEMENT FAMILY HEALTH CENTERS OF SAN DIEGO 823 GATEWAY CENTER WAY SAN DIEGO CA 92102 952833205 501(C)(3) 90625 PARENT & YOUTH ENGAGEMENT AND HEALTHY SCHOOLS INITIATIVE OUTSIDE IN 1132 SW 13TH AVE PORTLAND OR 97205 930567549 501(C)(3) 45000 HEALTHY SCHOOLS INITIATIVE OREGON HEALTH SCIENCES UNIVERSITY 0690 SW BANKCROFT ST PORTLAND OR 97239 510151916 501(C)(3) 45000 HEALTHY SCHOOLS INITIATIVE GROUP HEALTH COOPERATIVE 13451 SE 36TH ST BELLEVUE WA 98006 910511770 501(C)(3) 25000 HEALTHY SCHOOLS INITIATIVE LA CLINICA PO BOX 22210 OAKLAND CA 94623 943096772 501(C)(3) 45000 HEALTHY SCHOOLS INITIATIVE YMCA OF THE EAST BAY 263 S 20TH ST RICHMOND VA 94804 941156317 501(C)(3) 45000 HEALTHY SCHOOLS INITIATIVE NORTHEAST VALLEY HEALTH CORPORATION 1172 N MACLAY AVE SAN FERNANDO CA 91340 237120632 501(C)(3) 25000 HEALTHY SCHOOLS INITIATIVE NEWPORT-MESA UNIFIED SCHOOL DISTRICT 2985 BEAR ST COSTA MESA CA 92626 953545875 501(C)(3) 25000 HEALTHY SCHOOLS INITIATIVE MERIDIAN EDUCATION 1353 GEORGE W BRUMLEY WAY SE ATLANTA GA 30317 582080056 501(C)(3) 45000 HEALTHY SCHOOLS INITIATIVE ALBANY AREA PRIMARY HEALTH CARE 204 N WESTOVER BLVD ALBANY GA 31707 581344015 501(C)(3) 45000 HEALTHY SCHOOLS INITIATIVE THE FAMILY HEALTH CENTER OF GEORGIA 868 YORK AVE SW ATLANTA GA 30310 580566256 501(C)(3) 45000 HEALTHY SCHOOLS INITIATIVE COPPIN STATE UNIVERSITY CLINIC AT ST FRANCES 2500 W NORTH AVE BALTIMORE MD 21216 526002033 501(C)(3) 45000 HEALTHY SCHOOLS INITIATIVE THE CATHOLIC UNIVERSITY OF AMERICA 620 MICHIGAN AVE NE WASHINGTON DC 20064 530196583 501(C)(3) 45000 HEALTHY SCHOOLS INITIATIVE CONNECTICUT ASSOCIATION SBHC PO BOX 771 NORTH HAVEN CT 06473 061454857 501(C)(3) 15000 HEALTHY SCHOOLS INITIATIVE OREGON SCHOOL BASED HEALTH ALLIANCE 301 SW 4TH AVE PORTLAND OR 97204 364588657 501(C)(3) 15000 HEALTHY SCHOOLS INITIATIVE NEW YORK STATE COALITION FOR SBHC 119 WASHINGTON AVE ALBANY NY 12210 271484759 501(C)(3) 15000 HEALTHY SCHOOLS INITIATIVE ILLINOIS COALITION FOR SCHOOL HEALTH CENTERS 1256 W CHICAGO AVE CHICAGO IL 60642 363651051 501(C)(3) 15000 HEALTHY SCHOOLS INITIATIVE 26 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 X 0 0 0 0 0 0 0 0 0 LINDA JUSZCZAK PRESIDENT/DIRECTOR (OCT-MARCH) 138982 0 0 0 0 0 11324 0 7896 0 158202 0 0 0 FORM 990, PART VI, SECTION B, LINE 11 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 ANNUALLY ACKNOWLEDGES IN WRITING THE CONFLICT OF INTEREST POLICY AND ANY KNOWN CONFLICTS. 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. 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 393,111. MANAGEMENT AND GENERAL EXPENSES 37,648. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 430,759.