PUBLIC HEALTH ACCREDITATION BOARD: Form 990, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- PUBLIC HEALTH ACCREDITATION BOARD (EIN 26-0333211)
- Tax period
- 2024-07-01 to 2025-06-30
- Filed
- 2026-02-03
- IRS object ID
- 202610349349300926
- Schema version
- 2024v5.5
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-02-03T12:27:35-06:00 | ReturnTs |
| Tax Period End | 2025-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 582676261 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Rogers & Company PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8300 Boone Boulevard Suite 600 | AddressLine1Txt |
| City | Vienna | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22182 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2024-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 260333211 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Public Health Accreditation Board | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PUBL | BusinessNameControlTxt |
| Phone | 7037784549 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1600 Duke Street 450 | AddressLine1Txt |
| City | Alexandria | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 223143421 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Joneigh Khaldun | PersonNm |
| Person Title | President and CEO | PersonTitleTxt |
| Phone | 7037784549 | PhoneNum |
| Signature | 2026-01-30 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Yong Zhang CPA | PreparerPersonNm |
| PTIN | P01249785 | PTIN |
| Phone | 7038930300 | PhoneNum |
| Preparation | 2026-01-29 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Joneigh Khaldun | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1600 Duke Street 450 | AddressLine1Txt |
| City | Alexandria | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 223143421 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $26,891,683 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.phaboard.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2007 | FormationYr |
| Legal Domicile State | DC | LegalDomicileStateCd |
| Activity Or Mission | Support health departments in their work to promote the health of the communities they serve. | ActivityOrMissionDesc |
| Voting Members Governing Body | 12 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 11 | VotingMembersIndependentCnt |
| Total Employee | 53 | TotalEmployeeCnt |
| Total Volunteers | 220 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $8,633,311 | PYContributionsGrantsAmt |
| CY Contributions Grants | $20,460,616 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $3,575,869 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $3,816,479 | CYProgramServiceRevenueAmt |
| PY Investment Income | $412,216 | PYInvestmentIncomeAmt |
| CY Investment Income | $238,261 | CYInvestmentIncomeAmt |
| PY Other Revenue | $15,438 | PYOtherRevenueAmt |
| CY Other Revenue | $280 | CYOtherRevenueAmt |
| PY Total Revenue | $12,636,834 | PYTotalRevenueAmt |
| CY Total Revenue | $24,515,636 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $6,502,318 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $7,117,027 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $4,909,942 | PYOtherExpensesAmt |
| CY Other Expenses | $15,124,980 | CYOtherExpensesAmt |
| PY Total Expenses | $11,412,260 | PYTotalExpensesAmt |
| CY Total Expenses | $22,242,007 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $1,224,574 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $2,273,629 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $9,913,377 | TotalAssetsBOYAmt |
| Total Assets EOY | $11,047,255 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $4,395,726 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $3,595,631 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $5,517,651 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $7,451,624 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | The mission of PHAB is to advance and transform public health practice by championing performance improvement, strong infrastructure, and innovation. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $12,376,658 | ExpenseAmt |
| Desc | The Public Health Infrastructure Grant (PHIG) 93.967: PHAB was one of three national partners awarded funds to provide training and technical assistance, evaluation support of the PHIG program, and facilitates coordination and communication across the 107 recipients and CDC The three strategies of this grant are Workforce, Foundational Capabilities, and Data Modernization. PHAB supports recipients to achieve several key outcomes by the end of the 5-year performance period. Ultimately, this grant will lead to accelerated prevention, preparedness, and response to emerging health threats. Improved outcomes in other public health areas are also anticipated.See Schedule O For Continuation.All work done as part of this grant is grounded in three key principles: 1) Data and evidence drive planning and implementation; 2) Partnerships play a critical role in grant program success. and 3) Resources are directed to support diversity and health equity. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $5,785,443 | ExpenseAmt |
| Revenue | $3,582,675 | RevenueAmt |
| Desc | Accreditation and Recognition Program:The Public Health Accreditation Board (PHAB) is the voluntary national accreditation program for tribal, state, local, and territorial, governmental public health departments. Through the national accreditation program, PHAB works to transform the public health system by (1) setting standards and measures that define excellence in public health department performance, (2) encouraging public health departments to engage in quality improvement, (3) expanding the evidence base of public health practice, and ultimately (4) improving the population's health. See Schedule O For Continuation.The Accreditation program includes programmatic modules that have their own standards and measures for Vital Records/Health Statistics Units (VRHS), and US Army Public Health installations. These are both part of the Accreditation Program and follow the same workflow. PHAB launched two new products in July 2023. The first was Readiness Assessment and Training, a pre-requisite to all other recognition and accreditation programs that helps health department assess if they are ready to move forward. The second product is a recognition program called Pathways to assist health departments to take a smaller first step towards full national public health accreditation. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $907,170 | ExpenseAmt |
| Desc | Strengthening the Nation's Public Health Systems through a National Voluntary Accreditation Program for State, Tribal, Local, and Territorial Health Departments 93.097Support the operations and continuous improvement of the PHAB accreditation program for state, Tribal, local and territorial health departments as well as to develop and continuously improve accreditation standards, programs, and products for programmatic or focused areas of public health services. The funding provided supports five strategic activities as outlined here. See Schedule O For Continuation.Strategy 1: Promote, communicate, and provide education regarding the accreditation program to diverse and relevant audiences. Strategy Two: Evolve, improve and/or develop new products and services and tools to ensure a relevant, current, and smoothly functioning program, as well as to respond to new needs from the field. Strategy Three: Monitor emerging issues, foster innovation, and strengthen strategic partnerships to support and advance accreditation. Strategy Four: Strengthen the evidence base for accreditation and the use of accreditation to advance public health practice. Strategy Five: Develop and continuously improve accreditation standards, programs, and products for programmatic or focused areas of public health services. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $309,278 | ExpenseAmt |
| Revenue | $234,779 | RevenueAmt |
| Desc | PHAB Center for Innovation: The PHAB Center for Innovation serves as a national initiative guiding health departments in using innovation as a tool to drive change and improve health and equity. The Center for Innovation: a) Drives public health transformation through collaboration, thought leadership, and systems-based learning; b) Collaborates with partners to explore how equity is and should be embedded in public health transformation, including developing strategies to implement innovation processes that intentionally include equitable practices; c) Provides a learning space for health departments' innovations; d) Identifies and fosters innovations in health departments and public health system by: 1) Collecting lessons learned and success stories from grantee programs and learning comm; 2) Developing and sharing resources, tools, education, and expertise to guide health departments in developing or replication innovations in their community; 3) Connecting innovators within public health and across sectors; 4) Monitors, disseminates, and builds the science of public health innovation. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $309,278 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Revenue | $234,779 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $19,378,549 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 21 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 53 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 12 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 11 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Mark Paepcke CFO | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7037784549 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1600 Duke Street STE 450 | AddressLine1Txt |
| City | Alexandria | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 223143421 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (22 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| Paul L Kuehnert | ||||||||
| President & CEO (To 12/24) | 40.00 | Yes (X) | Yes (X) | $401,279 | $0 | $84,505 | ||
| Joneigh Khaldun | ||||||||
| President and CEO (From 01/25) | 40.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Mark LG Paepcke | ||||||||
| Chief Financial Officer | 40.00 | Yes (X) | $265,649 | $0 | $35,039 | |||
| Megan M McClaire | ||||||||
| Chief Program Officer | 40.00 | $293,675 | $0 | $32,750 | Yes (X) | |||
| Jessica S Fisher | ||||||||
| Chief Operating Officer | 40.00 | $286,551 | $0 | $29,875 | Yes (X) | |||
| Erika Martin | ||||||||
| VP Research/Evaluation | 40.00 | $206,240 | $0 | $24,926 | Yes (X) | |||
| Samina Ouda | ||||||||
| Dir of Finance and Biz Ops | 40.00 | $155,385 | $0 | $6,215 | Yes (X) | |||
| Reena Chudgar | ||||||||
| Sr. Dir, Public Health Systems/Services | 40.00 | $154,340 | $0 | $16,281 | Yes (X) | |||
| Keith Coleman | ||||||||
| VP Communications | 40.00 | $152,847 | $0 | $16,051 | Yes (X) | |||
| Amy B Thomas | ||||||||
| Sr. Dir, Research/Evaluation | 40.00 | $149,940 | $0 | $19,430 | Yes (X) | |||
| Whitney Magendie | ||||||||
| Senior Advisor | 40.00 | $149,479 | $0 | $28,251 | Yes (X) | |||
| Claude Jacob | ||||||||
| Chairperson | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Colleen Svoboda | ||||||||
| Vice Chairperson | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Julie Willems Van Dijk | ||||||||
| Secretary/Treasurer | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Bruce Dart | ||||||||
| Director | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| Mariah Pokorny | ||||||||
| Director | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| Renee Branch Canady | ||||||||
| Director | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| Terry Allan | ||||||||
| Director | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| Lisa Pivec | ||||||||
| Director | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| David Souleles | ||||||||
| Director | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| Stephen Williams | ||||||||
| Director | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| Matthew Willis | ||||||||
| Director | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $2,215,385 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $293,323 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 23 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| Guidehouse Inc | |||||
| 1676 International Drive Suite 800 | McLean | VA | 22102 | DMI Implementation Center Support | $4,403,518 |
| NORC at the University of Chicago | |||||
| 55 East Monroe Street 30th FL | Chicago | IL | 60603 | PHIG Data collection, evaluation | $1,610,878 |
| Deloitte Consulting LLP | |||||
| P 0 Box 844742 | Dallas | TX | 752844742 | Organizational Assessment of Operations | $603,990 |
| Regents of the University of Minnesota | |||||
| 600 McNamara Alumni Center SE 20 | Minneapolis | MN | 55455 | Data Collection | $591,419 |
| Third Sector New England Inc | |||||
| 89 South Street Suite 700 | Boston | MA | 02111 | Legal | $547,490 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 13 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $20,255,836 | GovernmentGrantsAmt |
| All Other Contributions | $204,780 | AllOtherContributionsAmt |
| Total Contributions | $20,460,616 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| Accreditation revenue | 900099 | $3,814,379 | $3,814,379 |
| Trainee/Workshop | 900099 | $2,100 | $2,100 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $3,816,479 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $127,283 | TotalRevenueColumnAmt |
| Exclusion | $127,283 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,480,100 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,366,181 | SecuritiesAmt |
| Other | $2,941 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $113,919 | SecuritiesAmt |
| Other | -$2,941 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $110,978 | TotalRevenueColumnAmt |
| Exclusion | $110,978 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $975 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $6,925 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$5,950 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | -$5,950 | RelatedOrExemptFuncIncomeAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Other Income | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $6,230 | TotalRevenueColumnAmt |
| Exclusion | $6,230 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $6,230 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $24,515,636 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $3,810,529 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $244,491 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,405,052 | TotalAmt |
| Program Services | $1,103,360 | ProgramServicesAmt |
| Management And General | $301,692 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,529,759 | TotalAmt |
| Program Services | $3,557,135 | ProgramServicesAmt |
| Management And General | $972,624 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $153,262 | TotalAmt |
| Program Services | $120,354 | ProgramServicesAmt |
| Management And General | $32,908 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $619,465 | TotalAmt |
| Program Services | $486,455 | ProgramServicesAmt |
| Management And General | $133,010 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $409,489 | TotalAmt |
| Program Services | $335,961 | ProgramServicesAmt |
| Management And General | $73,528 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $82,100 | TotalAmt |
| Program Services | $19,534 | ProgramServicesAmt |
| Management And General | $62,566 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $171,306 | TotalAmt |
| Management And General | $171,306 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $36,135 | TotalAmt |
| Management And General | $36,135 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,652,579 | TotalAmt |
| Program Services | $13,089,736 | ProgramServicesAmt |
| Management And General | $562,843 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,822 | TotalAmt |
| Program Services | $7,907 | ProgramServicesAmt |
| Management And General | $1,915 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $127,909 | TotalAmt |
| Program Services | $71,880 | ProgramServicesAmt |
| Management And General | $56,029 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $418,285 | TotalAmt |
| Program Services | $170,803 | ProgramServicesAmt |
| Management And General | $247,482 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $67,225 | TotalAmt |
| Program Services | $30,781 | ProgramServicesAmt |
| Management And General | $36,444 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $52,569 | TotalAmt |
| Program Services | $39,256 | ProgramServicesAmt |
| Management And General | $13,313 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $393,774 | TotalAmt |
| Program Services | $294,054 | ProgramServicesAmt |
| Management And General | $99,720 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $58,874 | TotalAmt |
| Program Services | $31,866 | ProgramServicesAmt |
| Management And General | $27,008 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,334 | TotalAmt |
| Program Services | $12,766 | ProgramServicesAmt |
| Management And General | $12,568 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| Membership Dues | $26,333 | $6,265 | $20,068 |
| Taxes and licenses | $2,392 | $93 | $2,299 |
| Staff events | $343 | $343 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $22,242,007 | TotalAmt |
| Program Services | $19,378,549 | ProgramServicesAmt |
| Management And General | $2,863,458 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $355,353 | BOYAmt |
| EOY | $214,238 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,935 | BOYAmt |
| EOY | $440,596 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,175,275 | BOYAmt |
| EOY | $1,798,753 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $620,220 | BOYAmt |
| EOY | $133,733 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,869 | BOYAmt |
| EOY | $8,945 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $98,763 | BOYAmt |
| EOY | $196,584 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $296,222 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $109,872 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $222,967 | BOYAmt |
| EOY | $186,350 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,558,607 | BOYAmt |
| EOY | $5,772,373 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,224,524 | BOYAmt |
| EOY | $1,661,557 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $636,864 | BOYAmt |
| EOY | $634,126 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,913,377 | BOYAmt |
| EOY | $11,047,255 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,635,919 | BOYAmt |
| EOY | $1,075,924 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $31,681 | BOYAmt |
| EOY | $38,748 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,878,848 | BOYAmt |
| EOY | $1,647,121 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $849,278 | BOYAmt |
| EOY | $833,838 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,395,726 | BOYAmt |
| EOY | $3,595,631 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,517,651 | BOYAmt |
| EOY | $7,451,624 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,517,651 | BOYAmt |
| EOY | $7,451,624 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,913,377 | BOYAmt |
| EOY | $11,047,255 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $2,273,629 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $212,401 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$552,057 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,685,677 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,399,418 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,869,165 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $8,633,311 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $20,460,616 | CurrentTaxYearAmt |
| Total | $41,048,187 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,518,886 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,231,853 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,352,730 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,583,775 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,817,454 | CurrentTaxYearAmt |
| Total | $14,504,698 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $6,204,563 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,631,271 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $9,221,895 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $12,217,086 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $24,278,070 | CurrentTaxYearAmt |
| Total | $55,552,885 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,987,890 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,284,632 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $964,560 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,212,984 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $172,608 | CurrentTaxYearAmt |
| Total | $5,622,674 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $74,365 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus2 Years | $69,823 | CurrentTaxYearMinus2YearsAmt |
| Total | $144,188 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,062,255 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,284,632 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,034,383 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,212,984 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $172,608 | CurrentTaxYearAmt |
| Total | $5,766,862 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $49,786,023 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $152,824 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $202,213 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $151,603 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $165,008 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $127,283 | CurrentTaxYearAmt |
| Total | $798,931 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $152,824 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $202,213 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $151,603 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $165,008 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $127,283 | CurrentTaxYearAmt |
| Total | $798,931 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,375 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $7,818 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,227 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $9,512 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6,230 | CurrentTaxYearAmt |
| Total | $30,162 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $6,359,762 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,841,302 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $9,377,725 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $12,391,606 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $24,411,583 | CurrentTaxYearAmt |
| Total | $56,381,978 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.88300 | PublicSupportCY509Pct |
| Public Support PY509 | 0.76230 | PublicSupportPY509Pct |
| Investment Income CY | 0.01420 | InvestmentIncomeCYPct |
| Investment Income PY | 0.02190 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule A, Part III, Line 12, Explanation of Other Income: | FormAndLineReferenceDesc |
| Explanation | Other revenue - 2020 Amount: $ 2,375. 2021 Amount: $ 7,818. 2022 Amount: $ 4,227. 2023 Amount: $ 9,512. 2024 Amount: $ 6,230. | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
Total Grassroots Lobbying TotalGrassrootsLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $3,672 | FilingOrganizationsTotalAmt |
Total Direct Lobbying TotalDirectLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Total Lobbying Expend TotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $3,672 | FilingOrganizationsTotalAmt |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $22,238,335 | FilingOrganizationsTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $22,242,007 | FilingOrganizationsTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $1,000,000 | FilingOrganizationsTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $250,000 | FilingOrganizationsTotalAmt |
Tot Lbbyng Grassroot Mns Non Tx TotLbbyngGrassrootMnsNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Tot Lbby Expend Mns Lbbyng Non Tx TotLbbyExpendMnsLbbyngNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $451,598 | CurrentYearMinus3Amt |
| Current Year Minus2 | $569,524 | CurrentYearMinus2Amt |
| Current Year Minus1 | $720,613 | CurrentYearMinus1Amt |
| Current Year | $1,000,000 | CurrentYearAmt |
| Total | $2,741,735 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $4,112,603 | LobbyingCeilingAmt |
Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $9,060 | CurrentYearMinus3Amt |
| Current Year Minus2 | $9,216 | CurrentYearMinus2Amt |
| Current Year Minus1 | $6,300 | CurrentYearMinus1Amt |
| Current Year | $3,672 | CurrentYearAmt |
| Total | $28,248 | TotalAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $112,900 | CurrentYearMinus3Amt |
| Current Year Minus2 | $142,381 | CurrentYearMinus2Amt |
| Current Year Minus1 | $180,153 | CurrentYearMinus1Amt |
| Current Year | $250,000 | CurrentYearAmt |
| Total | $685,434 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $1,028,151 | GrassrootsCeilingAmt |
Avg Grassroots Lobbying Expend AvgGrassrootsLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $9,060 | CurrentYearMinus3Amt |
| Current Year Minus2 | $9,216 | CurrentYearMinus2Amt |
| Current Year Minus1 | $6,300 | CurrentYearMinus1Amt |
| Current Year | $3,672 | CurrentYearAmt |
| Total | $28,248 | TotalAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part II-A ,Line 2, Section 501(h) Averaging Statement column (a): | FormAndLineReferenceDesc |
| Explanation | 501(h) election was made effective for tax year 6/30/2020. | ExplanationTxt |
Schedule D IRS990ScheduleD
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $170,017 | OtherCostOrOtherBasisAmt |
| Depreciation | $30,451 | DepreciationAmt |
| Book Value | $139,566 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $126,205 | OtherCostOrOtherBasisAmt |
| Depreciation | $79,421 | DepreciationAmt |
| Book Value | $46,784 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $186,350 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (3 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| Deposits | $5,971 |
| Deferred compensation asset | $213,342 |
| Right-of-use asset - operating lease | $414,813 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $634,126 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| Deferred compensation liability | $213,342 |
| Lease liability - operating lease | $620,496 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $833,838 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $24,275,321 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $212,401 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $135,476 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | -$552,057 | OtherRevenueAmt |
| Revenue Not Reported | -$204,180 | RevenueNotReportedAmt |
| Revenue Subtotal | $24,479,501 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $36,135 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $36,135 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $24,515,636 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $22,341,348 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $135,476 | DonatedServicesUseFcltsAmt |
| Expenses Not Reported | $135,476 | ExpensesNotReportedAmt |
| Expenses Subtotal | $22,205,872 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $36,135 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $36,135 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $22,242,007 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part X, Line 2: | Management has evaluated PHAB's tax positions and concluded that PHAB's financial statements do not include any uncertain tax positions. |
| Part XI, Line 2d - Other Adjustments: | Impairment of intangible asset -552,057. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (10 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Paul L Kuehnert | ||||||||||||||
| President & CEO (To 12/24) | $401,271 | $0 | $0 | $0 | $8 | $0 | $36,800 | $0 | $47,705 | $0 | $485,784 | $0 | $0 | $0 |
| Mark LG Paepcke | ||||||||||||||
| Chief Financial Officer | $265,390 | $0 | $0 | $0 | $259 | $0 | $10,680 | $0 | $24,359 | $0 | $300,688 | $0 | $0 | $0 |
| Megan M McClaire | ||||||||||||||
| Chief Program Officer | $293,615 | $0 | $0 | $0 | $60 | $0 | $11,098 | $0 | $21,652 | $0 | $326,425 | $0 | $0 | $0 |
| Jessica S Fisher | ||||||||||||||
| Chief Operating Officer | $286,491 | $0 | $0 | $0 | $60 | $0 | $7,851 | $0 | $22,024 | $0 | $316,426 | $0 | $0 | $0 |
| Erika Martin | ||||||||||||||
| VP Research/Evaluation | $206,185 | $0 | $0 | $0 | $55 | $0 | $6,602 | $0 | $18,324 | $0 | $231,166 | $0 | $0 | $0 |
| Samina Ouda | ||||||||||||||
| Dir of Finance and Biz Ops | $155,295 | $0 | $0 | $0 | $90 | $0 | $6,215 | $0 | $0 | $0 | $161,600 | $0 | $0 | $0 |
| Reena Chudgar | ||||||||||||||
| Sr. Dir, Public Health Systems/Servi | $154,280 | $0 | $0 | $0 | $60 | $0 | $6,174 | $0 | $10,107 | $0 | $170,621 | $0 | $0 | $0 |
| Keith Coleman | ||||||||||||||
| VP Communications | $152,767 | $0 | $0 | $0 | $80 | $0 | $5,253 | $0 | $10,798 | $0 | $168,898 | $0 | $0 | $0 |
| Amy B Thomas | ||||||||||||||
| Sr. Dir, Research/Evaluation | $149,850 | $0 | $0 | $0 | $90 | $0 | $6,100 | $0 | $13,330 | $0 | $169,370 | $0 | $0 | $0 |
| Whitney Magendie | ||||||||||||||
| Senior Advisor | $149,425 | $0 | $0 | $0 | $54 | $0 | $6,204 | $0 | $22,047 | $0 | $177,730 | $0 | $0 | $0 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Section B, line 11b | The CFO reviewed the Form 990 with the Board of Directors, it was reviewed by the Treasurer/Finance Committee Chair and then it was provided to the Board members for review prior to a vote. |
| Form 990, Part VI, Section B, line 12c | On an annual basis, all officers, directors and key employee shall be provided with a copy of this policy and required to complete and sign the acknowledgment and disclosure form. All completed forms, as well as all other conflict information provided, shall be provided to and reviewed by the PHAB Executive Committee and be kept on file in the PHAB office. |
| Form 990, Part VI, Section B, line 15 | The President/CEO's compensation was approved by the Board and Executive Committee through use of comparable data analysis provided by Human Resources Inc. (HRi), an independent management consulting firm. Other Officers' salaries were approved by the President/CEO based on the same comparable data analysis and compensation structures provided by HRi. |
| Form 990, Part VI, Section C, line 18 | PHAB makes its Form 1023 available upon request. PHAB makes available a public disclosure copy of its Federal Form 990 upon request. |
| Form 990, Part VI, Section C, line 19 | PHAB makes its governing documents, certain policies (including conflict of interest policy) and financial statements available upon request based on discretion of management. |
| Form 990, Part IX, line 11g | Consultants: Program service expenses 10,656. Management and general expenses 34,130. Fundraising expenses 0. Total expenses 44,786. Payroll processing: Program service expenses 25,525. Management and general expenses 81,752. Fundraising expenses 0. Total expenses 107,277. Subcontractors: Program service expenses 13,046,054. Management and general expenses 422,937. Fundraising expenses 0. Total expenses 13,468,991. Other professional/consulting: Program service expenses 7,501. Management and general expenses 24,024. Fundraising expenses 0. Total expenses 31,525. |
| Form 990, Part XI, line 9: | Impairment of intangible asset -552,057. |
| Form 990, Part XII, Line 2c: | PHAB's Audit Committee assumes responsibility for oversight of the audit of its financial statements and selection of an independent accountant. The process is consistent with the previous year. |