STRATEGY STUDIO / NONPROFIT PEOPLE SEARCH

PUBLIC HEALTH INSTITUTE: Form 990, tax year 2011

View the entire original 990 at ProPublica ↗

Organization
PUBLIC HEALTH INSTITUTE (EIN 94-1646278)
Tax period
2011-01-01 to 2011-12-31
Filed
2012-11-13
IRS object ID
201203189349303230
Schema version
2011v1.2
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)
Timestamp2012-11-13T14:19:36-06:00Timestamp
Tax Period End Date2011-12-31TaxPeriodEndDate

Preparer Firm PreparerFirm

FieldValueIRS element (for citing)
EIN521392008EIN

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1GELMAN ROSENBERG & FREEDMANBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line14550 MONTGOMERY AVE SUITE 650NAddressLine1
CityBETHESDACity
StateMDState
ZIP Code208142930ZIPCode
FieldValueIRS element (for citing)
Return Type990ReturnType
Tax Period Begin Date2011-01-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN941646278EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1PUBLIC HEALTH INSTITUTEBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlPUBLNameControl
Phone5102855500Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line1555 12TH STREET 10TH FLOORAddressLine1
CityOAKLANDCity
StateCAState
ZIP Code946074046ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameMARY PITTMANName
TitlePRESIDENT & CEOTitle
Phone5102855500Phone
Date Signed2012-11-13DateSigned
Authorize Third Party1AuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
Phone3019519090Phone
FieldValueIRS element (for citing)
Tax Year2011TaxYear
Build TS2016-02-24 21:20:13ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Name Of Principal Officer PersonMARY PITTMANNameOfPrincipalOfficerPerson

Address Principal Officer US AddressPrincipalOfficerUS

FieldValueIRS element (for citing)
Address Line1555 12TH STREET 10TH FLOORAddressLine1
CityOAKLANDCity
StateCAState
ZIP Code946074046ZIPCode
FieldValueIRS element (for citing)
Gross Receipts95905294GrossReceipts
Group Return For Affiliates0GroupReturnForAffiliates
Organization501c3XOrganization501c3
Web SiteWWW.PHI.ORGWebSite
Type Of Organization CorporationXTypeOfOrganizationCorporation
Year Formation1964YearFormation
State Legal DomicileCAStateLegalDomicile
Activity Or Mission DescriptionSEE PART III, LINE 1.ActivityOrMissionDescription
Nbr Voting Members Governing Body10NbrVotingMembersGoverningBody
Nbr Independent Voting Members8NbrIndependentVotingMembers
Total Nbr Employees820TotalNbrEmployees
Total Nbr Volunteers15TotalNbrVolunteers
Total Gross UBI296163TotalGrossUBI
Net Unrelated Business Txbl Income65838NetUnrelatedBusinessTxblIncome
Contributions Grants Prior Year53143566ContributionsGrantsPriorYear
Contributions Grants Current Year50755598ContributionsGrantsCurrentYear
Program Service Revenue Prior Year45134023ProgramServiceRevenuePriorYear
Program Service Revenue CY45135448ProgramServiceRevenueCY
Investment Income Prior Year30219InvestmentIncomePriorYear
Investment Income Current Year14248InvestmentIncomeCurrentYear
Other Revenue Prior Year0OtherRevenuePriorYear
Other Revenue Current Year0OtherRevenueCurrentYear
Total Revenue Prior Year98307808TotalRevenuePriorYear
Total Revenue Current Year95905294TotalRevenueCurrentYear
Grants And Similar Amnts Prior Year12917372GrantsAndSimilarAmntsPriorYear
Grants And Similar Amnts CY7297526GrantsAndSimilarAmntsCY
Benefits Paid To Members Prior Year0BenefitsPaidToMembersPriorYear
Benefits Paid To Members CY0BenefitsPaidToMembersCY
Salaries Etc Prior Year60594284SalariesEtcPriorYear
Salaries Etc Current Year58815093SalariesEtcCurrentYear
Total Prof Fundrsng Exp Prior Year0TotalProfFundrsngExpPriorYear
Total Prof Fundrsng Exp CY0TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year7005TotalFundrsngExpCurrentYear
Other Expense Prior Year27353366OtherExpensePriorYear
Other Expenses Current Year30233261OtherExpensesCurrentYear
Total Expenses Prior Year100865022TotalExpensesPriorYear
Total Expenses Current Year96345880TotalExpensesCurrentYear
Revenues Less Expenses Prior Year-2557214RevenuesLessExpensesPriorYear
Revenues Less Expenses CY-440586RevenuesLessExpensesCY
Total Assets BOY26687321TotalAssetsBOY
Total Assets EOY26768101TotalAssetsEOY
Total Liabilities BOY14317627TotalLiabilitiesBOY
Total Liabilities EOY14838993TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY12369694NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY11929108NetAssetsOrFundBalancesEOY
Info In Schedule O Part IIIXInfoInScheduleOPartIII
Mission DescriptionPUBLIC HEALTH INSTITUTE GENERATES AND PROMOTES RESEARCH, LEADERSHIP AND PARTNERSHIPS TO BUILD CAPACITY FOR STRONG PUBLIC HEALTH POLICY, PROGRAMS, SYSTEMS AND PRACTICES.MissionDescription
Significant New Program Services0SignificantNewProgramServices
Significant Change0SignificantChange
Expense26753786Expense
Grants1138911Grants
Revenue0Revenue
DescriptionGLOBAL HEALTH FELLOWS PROGRAM I AND II (GHFP-I, 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'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 RECRUITS, PLACES AND SUPPORTS TECHNICAL EXPERTS AT ALL PROFESSIONAL LEVELS IN WASHINGTON, D.C., AND ABROAD, AND PROVIDES CAREER AND PROFESSIONAL DEVELOPMENT OPPORTUNITIES. GHFP'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 40 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.GHFP'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 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 CDC DEVELOPMENT SOLUTIONS (CDS), GLOBEMED AND GLOBAL HEALTH CORPS. 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 WILL BE FUNDING SCHOLARSHIPS FOR GLOBEMED INTERNS BASED ON NEED AND FOR THOSE UNDERREPRESENTED IN THE FIELD.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 WILL PROVIDE FUNDING FOR SEVERAL OF THESE FELLOWSHIPS IN THE COMING YEAR.CDC DEVELOPMENT SOLUTIONS PROVIDES CORPORATE VOLUNTEERRS 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.Description

Activity2 Activity2

FieldValueIRS element (for citing)
Expense10855741Expense
Grants2281536Grants
Revenue12230092Revenue
DescriptionNUTRITION EDUCATION AND OBESITY PREVENTION BRANCH, CALIFORNIA DEPARTMENT OF PUBLIC HEALTH (NETWORK FOR A HEALTHY CALIFORNIA):PHI PARTNERS WITH THE CALIFORNIA DEPARTMENT OF PUBLIC HEALTH TO IMPLEMENT THE NETWORK FOR A HEALTHY CALIFORNIA (NETWORK), A STATEWIDE MOVEMENT OF LOCAL, STATE AND NATIONAL PARTNERS COLLECTIVELY WORKING TOWARD IMPROVING THE HEALTH STATUS OF MILLIONS OF LOW-INCOME CALIFORNIA PARENTS AND CHILDREN. OVER MORE THAN A DECADE, THE NETWORK HAS GROWN TO BE THE LARGEST AND MOST DIVERSE NUTRITION AND PHYSICAL ACTIVITY INITIATIVE IN THE UNITED STATES. FUNDED THROUGH THE U.S. DEPARTMENT OF AGRICULTURE SUPPLEMENTAL NUTRITION ASSISTANCE PROGRAM (SNAP) NUTRITION EDUCATION, THE NETWORK USES MULTIPLE VENUES TO FACILITATE BEHAVIOR CHANGE IN HOMES, SCHOOLS, WORKSITES, AND COMMUNITIES TO CREATE ENVIRONMENTS THAT SUPPORT FRUIT AND VEGETABLE CONSUMPTION AND PHYSICAL ACTIVITY. THE NETWORK WORKS WITH PUBLIC AND NONPROFIT AGENCIES, PROVIDING STATE LEADERSHIP THROUGH CONTRACTS AND GRANTS TO SCHOOL DISTRICTS, LOCAL HEALTH DEPARTMENTS, HEALTH CENTERS, NONPROFIT ORGANIZATIONS AND OTHER GROUPS FOR ACTIVITIES SUCH AS DEVELOPING HEALTH EDUCATION TOOLS, MOUNTING SOCIAL MARKETING CAMPAIGNS, AND PROVIDING EVALUATION AND RESEARCH.THE NETWORK ENGAGES LOW-INCOME CONSUMERS TO IMPROVE THEIR COMMUNITIES AND CREATE NEW SOCIAL NORMS THAT SUPPORT HEALTHY EATING AND PHYSICAL ACTIVITY. THE CHAMPIONS FOR CHANGE BRAND IS EMBODIED IN THE NETWORK'S ADVERTISING AND PUBLIC RELATIONS AND IS BROUGHT TO LIFE IN COMMUNITIES THROUGH CONSUMER AND COMMUNITY ENGAGEMENT ACTIVITIES.A COMMUNITY-BASED PLANNING APPROACH, KNOWN AS COMMUNITIES OF EXCELLENCE (CX3), PROVIDES COMMUNITIES WITH TOOLS TO ASSESS MARKETING CUES, FOOD QUALITY, AND ACCESS TO HEALTHY FOOD IN LOW-INCOME NEIGHBORHOODS. THE CX3 ASSESSMENTS HAVE ALREADY RESULTED IN EFFORTS TO IMPROVE NEIGHBORHOOD WALKING BY MAKING SIDEWALK AND STREET MODIFICATIONS, STARTING NEW SCHOOL AND COMMUNITY GARDENS, AND INSTITUTING HEALTHY POLICIES FOR VENDING MACHINES AND MOBILE VENDORS. THE YOUTH ENGAGEMENT INITIATIVE ENGAGES LOW-RESOURCE, MIDDLE AND HIGH SCHOOL YOUTH (AGES 12-18) IN CONDUCTING YOUTH-LED PARTICIPATORY ACTION RESEARCH PROJECTS. THE PROJECTS PROVIDE YOUTH WITH THE OPPORTUNITY TO ENGAGE IN LEADERSHIP, CRITICAL THINKING, PROBLEM-SOLVING, SERVICE LEARNING, AND STRATEGIZING SKILLS TO ADDRESS AND PROMOTE NUTRITION AND/OR PHYSICAL ACTIVITY ISSUES. YOUTH CREATE COMMUNITY CHANGE SUCH AS INSTALLING HYDRATION STATIONS TO PROVIDE CLEAN DRINKING WATER, OR MAKING HEALTHY FOOD CHOICES THE EASY CHOICE IN SCHOOLS. PEER-TO-PEER EDUCATION PROJECTS, SUCH AS MOTHER'S TAKING ACTION, USE A COMMUNITY ENGAGEMENT AND LEADERSHIP DEVELOPMENT APPROACH TO CREATE LOCAL CHAMPIONS FOR CHANGE. THE NETWORK'S BEST PRACTICE PROGRAMS HAVE DEMONSTRATED GAINS IN FRUIT AND VEGETABLE CONSUMPTION AND PHYSICAL ACTIVITY AMONG QUALIFYING LOW-INCOME FAMILIES. CALIFORNIA SURVEYS SHOW THAT THE PERCENT OF LOW-INCOME ADULTS WHO REACHED THE MINIMUM 5-SERVING GOAL FOR FRUIT AND VEGETABLE CONSUMPTION ROSE FROM A BASELINE OF 24 PERCENT IN 1997 TO 46 PERCENT IN 2007. THIS IS A 90 PERCENT INCREASE IN 10 YEARS.1 FROM 2000 TO 2009, CALIFORNIA'S OVERALL RANKING FOR FRUIT AND VEGETABLE CONSUMPTION ROSE FROM 11TH TO 5TH AMONG ALL STATES.2 THESE SURVEYS ALSO SHOW THAT THE PROPORTION OF LOW-INCOME ADULTS MEETING THE RECOMMENDED LEVEL OF AT LEAST 150 MINUTES PER WEEK OF MODERATE TO VIGOROUS PHYSICAL ACTIVITY GREW FROM 36 PERCENT IN 2001 TO 46 PERCENT IN 2007. THIS REPRESENTS A SIGNIFICANT INCREASE OF 28 PERCENT.3 IN 2010, NETWORK PARTNERS BROUGHT IN AN ESTIMATED 28,400 ADDITIONAL HOUSEHOLDS TO SNAP. THIS YIELDED $4.1 MILLION IN FEDERAL REIMBURSEMENTS FOR OUTREACH EFFORTS, WHICH RESULTED IN NEARLY $120.6 MILLION IN ANNUAL SNAP BENEFITS FOR FOOD AND ANOTHER $215.9 MILLION IN ECONOMIC STIMULUS TO CALIFORNIA COMMUNITIES.Description

Activity3 Activity3

FieldValueIRS element (for citing)
Expense7484038Expense
Grants2230086Grants
Revenue0Revenue
DescriptionCALIFORNIA CANCER REGISTRY (CCR): PHI ASSISTS THE STATE OF CALIFORNIA'S DEPARTMENT OF PUBLIC HEALTH IN OPERATING THE LARGEST AND MOST COMPREHENSIVE POPULATION BASED CANCER SURVEILLANCE SYSTEM IN THE WORLD. THIS INFORMATION FURTHERS OUR UNDERSTANDING OF CANCER AND IS USED BY THE STATE AND LOCAL HEALTH DEPARTMENTS TO DEVELOP STRATEGIES AND POLICIES FOR ITS PREVENTION, TREATMENT, AND CONTROL. THE AVAILABILITY OF COUNTY, REGIONAL, AND STATEWIDE DATA ON CANCER IN CALIFORNIA ALLOWS HEALTH RESEARCHERS TO ANALYZE DEMOGRAPHIC, ENVIRONMENTAL, AND GEOGRAPHIC FACTORS THAT AFFECT CANCER RISK, EARLY DETECTION, AND EFFECTIVE SCREENING AND TREATMENT OF CANCER PATIENTS. CALIFORNIA MANDATES THE REPORTING OF THIS DATA AND PROVIDES NEARLY 50% OF THE DATA IN THE NATIONAL CANCER DATA SETS AT THE NATIONAL CANCER INSTITUTE'S SURVEILLANCE, EPIDEMIOLOGY, AND END RESULTS PROGRAM. THE CALIFORNIA CANCER REGISTRY HAS COLLECTED INFORMATION ABOUT ALL CANCERS DIAGNOSED AMONG CALIFORNIA RESIDENTS (EXCEPT BASAL AND SQUAMOUS CELL CARCINOMA OF THE SKIN AND CARCINOMA IN SITU OF THE CERVIX). USING SOFTWARE DESIGNED PRIMARILY BY PHI EMPLOYEES AND OUR SUBCONTRACTORS, EACH INCIDENCE OF CANCER IS REPORTED BY HOSPITALS, CLINICS, AND/OR LABORATORIES THROUGH A SYSTEM OF REGIONAL REGISTRIES AND ON TO THE STATEWIDE CENTRAL REGISTRY SYSTEM. TO DATE THE CCR HAS COLLECTED DETAILED INFORMATION ON OVER 3.4 MILLION CASES OF CANCER AMONG CALIFORNIANS DIAGNOSED FROM 1988 FORWARD, AND MORE THAN 162,000 NEW CASES ARE ADDED ANNUALLY. ONCE A CASE IS DIAGNOSED, IT IS FOLLOWED THROUGHOUT THE LIFETIME OF THE PATIENT.THE CCR PROVIDES DATA AND ASSISTANCE TO RESEARCHERS BOTH WITHIN CALIFORNIA AND NATIONWIDE. PHI ADDS TO THE VALUE OF THIS ENTERPRISE BY CONDUCTING EPIDEMIOLOGICAL AND SURVEILLANCE RESEARCH THROUGH INDEPENDENT RESEARCH GRANTS AND CONTRACTS. IN ADDITION, PHI SUPPORTS THE CCR IN REPORTING ANNUALLY ON CANCER INCIDENCE AND MORTALITY IN CONJUNCTION WITH THE AMERICAN CANCER SOCIETY, AND FACT SHEETS ON VARIOUS CANCERS TO EDUCATE AND INFORM THE PUBLIC AND POLICYMAKERS.Description

Activity Other ActivityOther

FieldValueIRS element (for citing)
Expense38198984Expense
Grants1646993Grants
Revenue32905356Revenue
DescriptionCENTRAL TO ITS WORK, PHI ADDRESSES THE SOCIAL DETERMINANTS OF HEALTH AND WORKS TO ENSURE HEALTH EQUITY FOR ALL. OTHER PROGRAMS AT PHI PROVIDE: STATE-OF-THE-ART TECHNICAL ASSISTANCE TO COMMUNITIES AND LOCAL AND STATE HEALTH DEPARTMENTS WORKING TO COMBAT THE OBESITY EPIDEMIC; STUDIES OF ALCOHOL AND SUBSTANCE USE ACROSS THE U.S. AND THE WORLD, CONTRIBUTING SIGNIFICANTLY TO THE BODY OF KNOWLEDGE IN THIS FIELD; AND BEST PRACTICES TO REDUCE UNNECESSARY HOSPITALIZATIONS DUE TO CHRONIC CONDITIONS. PHI PROVIDED TRAINING TO IMPLEMENT THE AMERICANS WITH DISABILITIES ACT AMONG EMPLOYERS AND COLLEGES THROUGHOUT THE WESTERN REGION OF THE U.S. PHI ALSO OFFERED PROFESSIONAL DEVELOPMENT TO PUBLIC HEALTH LEADERS TO STRENGTHEN THEIR ABILITY TO REDUCE HEALTH INEQUITIES. PHI'S GLOBAL LEADERSHIP PROGRAMS FOR YOUTH ADDRESS REPRODUCTIVE HEALTH AND OTHER CRITICAL DEVELOPMENTAL ISSUES. TOGETHER, PHI PROGRAMS HELP TO IMPROVE QUALITY OF LIFE AROUND THE WORLD IN COMMUNITIES, HOMES, SCHOOLS AND WORKPLACES.Description
FieldValueIRS element (for citing)
Total Of Other Program Service Exp38198984TotalOfOtherProgramServiceExp
Total Of Other Program Service Grnt1646993TotalOfOtherProgramServiceGrnt
Total Of Other Program Service Rev32905356TotalOfOtherProgramServiceRev
Total Program Service Expense83292549TotalProgramServiceExpense
Described In501 C31DescribedIn501C3
Schedule B Required1ScheduleBRequired
Political Activities0PoliticalActivities
Lobbying Activities1LobbyingActivities
Subject To Proxy Tax0SubjectToProxyTax
Donor Advised Funds0DonorAdvisedFunds
Conservation Easements0ConservationEasements
Collections Of Art0CollectionsOfArt
Credit Counseling0CreditCounseling
Term Or Permanent Endowments0TermOrPermanentEndowments
Report Land Bldg Equip1ReportLandBldgEquip
Report Invest Oth Securities0ReportInvestOthSecurities
Report Prog Rel Invest0ReportProgRelInvest
Report Other Assets0ReportOtherAssets
Report Other Liabilities0ReportOtherLiabilities
Report Fin48 Footnote1ReportFin48Footnote
Independent Audit Financial Stmt1IndependentAuditFinancialStmt
Consolidated Audit Financial Stmt0ConsolidatedAuditFinancialStmt
School0School
Foreign Office0ForeignOffice
Foreign Activities1ForeignActivities
More Than5000 K To Organizations1MoreThan5000KToOrganizations
More Than5000 K To Individuals1MoreThan5000KToIndividuals
Professional Fundraising0ProfessionalFundraising
Fundraising Activities0FundraisingActivities
Gaming0Gaming
Hospital0Hospital
Grants To Organizations1GrantsToOrganizations
Grants To Individuals0GrantsToIndividuals
Schedule J Required1ScheduleJRequired
Tax Exempt Bonds0TaxExemptBonds
Excess Benefit Transaction0ExcessBenefitTransaction
Prior Excess Benefit Transaction0PriorExcessBenefitTransaction
Loan To Officer Or DQP0LoanToOfficerOrDQP
Grant To Related Person0GrantToRelatedPerson
Bsnss Rltnshp With Organization0BsnssRltnshpWithOrganization
Bsnss Rltnshp Thru Family Member1BsnssRltnshpThruFamilyMember
Officer Entity With Bsnss Rltnshp0OfficerEntityWithBsnssRltnshp
Deductible Non Cash Contributions0DeductibleNonCashContributions
Deductible Contributions Of Art0DeductibleContributionsOfArt
Terminated0Terminated
Partial Liquidation0PartialLiquidation
Disregarded Entity0DisregardedEntity
Related Entity0RelatedEntity
Related Org Controlled Entity0RelatedOrgControlledEntity
Transaction Related Entity0TransactionRelatedEntity
Transfers To Exempt Non Chrtbl Org0TransfersToExemptNonChrtblOrg
Activities Conducted Partnership0ActivitiesConductedPartnership
Schedule O Required1ScheduleORequired
Number Forms Transmitted With1096454NumberFormsTransmittedWith1096
Number W2 G Included0NumberW2GIncluded
Compliance With Backup Witholding1ComplianceWithBackupWitholding
Number Of Employees820NumberOfEmployees
Employment Tax Returns Filed1EmploymentTaxReturnsFiled
Unrelated Business Income1UnrelatedBusinessIncome
Form990-T Filed1Form990-TFiled
Foreign Financial Account1ForeignFinancialAccount
Name Of Foreign CountryINNameOfForeignCountry
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTrans
Taxable Party Notification0TaxablePartyNotification
Non Deductible Contributions0NonDeductibleContributions
Quid Pro Quo Contributions0QuidProQuoContributions
Form8282 Property Disposed Of0Form8282PropertyDisposedOf
Funds To Pay Premiums0FundsToPayPremiums
Premiums Paid0PremiumsPaid
Indoor Tanning Services0IndoorTanningServices
Info In Schedule O Part VIXInfoInScheduleOPartVI
Nbr Voting Governing Body Members10NbrVotingGoverningBodyMembers
Number Independent Voting Members8NumberIndependentVotingMembers
Family Or Business Relationship0FamilyOrBusinessRelationship
Delegation Of Management Duties0DelegationOfManagementDuties
Changes To Organizing Docs0ChangesToOrganizingDocs
Material Diversion Or Misuse0MaterialDiversionOrMisuse
Members Or Stockholders0MembersOrStockholders
Election Of Board Members0ElectionOfBoardMembers
Decisions Subject To Approval0DecisionsSubjectToApproval
Minutes Of Governing Body1MinutesOfGoverningBody
Minutes Of Committees1MinutesOfCommittees
Officer Mailing Address0OfficerMailingAddress
Local Chapters0LocalChapters
Form990 Provided To Governing Body1Form990ProvidedToGoverningBody
Conflict Of Interest Policy1ConflictOfInterestPolicy
Annual Disclosure Covered Persons1AnnualDisclosureCoveredPersons
Regular Monitoring Enforcement1RegularMonitoringEnforcement
Whistleblower Policy1WhistleblowerPolicy
Document Retention Policy1DocumentRetentionPolicy
Compensation Process CEO1CompensationProcessCEO
Compensation Process Other1CompensationProcessOther
Investment In Joint Venture0InvestmentInJointVenture
States Where Copy Of Return Is FiledCAStatesWhereCopyOfReturnIsFiled
Own WebsiteXOwnWebsite
Upon RequestXUponRequest

The Books Are In Care Of TheBooksAreInCareOf

Name Business NameBusiness

FieldValueIRS element (for citing)
Business Name Line1RALPH MCKINNONBusinessNameLine1
FieldValueIRS element (for citing)
Telephone Number5102855500TelephoneNumber

Address US AddressUS

FieldValueIRS element (for citing)
Address Line1555 12TH STREET 10TH FLOORAddressLine1
CityOAKLANDCity
StateCAState
ZIP Code946074046ZIPCode

Form990 Part VII Section A Form990PartVIISectionA (19 entries)

TitleTitleAverage Hours Per WeekAverageHoursPerWeekIndividual Trustee Or DirectorIndividualTrusteeOrDirectorOfficerOfficerReportable Comp From OrganizationReportableCompFromOrganizationReportable Comp From Related OrgsReportableCompFromRelatedOrgsOther CompensationOtherCompensationKey EmployeeKeyEmployeeHighest Compensated EmployeeHighestCompensatedEmployee
MARY A PITTMAN
PRESIDENT & CEO40.00XX493941017075
DILEEP BAL
CHAIR1.00XX000
FREDERICK HESSLER
VICE-CHAIR1.00XX000
JOHN SEFFRIN
TREASURER1.00XX000
JOHN O'BRIEN
SECRETARY1.00XX000
THOMAS GREENFIELD - SEE SCH O
PI REP TO THE BOARD40.00X209445028885
ROBERTO TAPIA-CONYER
BOARD MEMBER1.00X000
KATHY CAHILL
BOARD MEMBER1.00X000
SHARON LEVINE
BOARD MEMBER1.00X000
KIMBERLYDAWN WISDOM
BOARD MEMBER1.00X000
B MELANGE MATTHEWS
CHIEF OF STAFF / COO40.00X272867037634
JAMES SIMPSON
GENERAL COUNSEL40.00240010033129X
SUZANNE PETRONI
VP GLOBAL HEALTH40.00162256023893X
DIANA PASCUAL
VP HUMAN RESOURCES40.00165257025793X
TRENTON RUEBUSH
SR. TECHNICAL ADVISOR40.00226461023341X
JOHN PALEN
SR. TECHNICAL ADVISOR40.00207544036689X
SHARON RUDY
PI PROGRAM DIRECTOR40.00210264028572X
DAVID LINDEMAN
PI RESEARCH PROGRAM40.00291692023549X
CHERYL CHERPITEL
PI RESEARCH PROGRAM40.00204104032160X
FieldValueIRS element (for citing)
Total Reportable Comp From Org2683841TotalReportableCompFromOrg
Total Reportable Comp Frm Rltd Orgs0TotalReportableCompFrmRltdOrgs
Total Other Compensation310720TotalOtherCompensation
Number Individuals GT100 K109NumberIndividualsGT100K
Formers Listed0FormersListed
Total Comp GT150 K1TotalCompGT150K
Compensation From Other Sources0CompensationFromOtherSources

Contractor Compensation ContractorCompensation (5 entries)

Address Line1AddressOfContractor/AddressUS/AddressLine1CityAddressOfContractor/AddressUS/CityStateAddressOfContractor/AddressUS/StateZIP CodeAddressOfContractor/AddressUS/ZIPCodeDescription Of ServicesDescriptionOfServicesCompensationCompensation
BROWN MILLER COMMUNICATIONS
1114 JONES STREETMARTINEZCA94553PUBLIC RELATIONS SERVICES223194
CENTER FOR ENVIRONMENTAL HEALTH
2202 BROADWAY SUITE 302OAKLANDCA94612PROJECT CONSULTANT187300
CENTER FOR COLLABORATIVE SOLUTION
1329 HOWE AVE SUITE 200SACRAMENTOCA95825PROJECT CONSULTANT185312
J3 INC
2545 EAST ALAMEDA CIRCLEDENVERCO80209IT CONSULTANT139512
PERALES & ASSOC EVALUATION
4415 WATER OAK COURTCONCORDCA94521PROJECT CONSULTANT109751
FieldValueIRS element (for citing)
Number Of Contractors GT100 K7NumberOfContractorsGT100K
Membership Dues42221MembershipDues
Government Grants37341498GovernmentGrants
All Other Contributions13371879AllOtherContributions
Total Contributions50755598TotalContributions

Program Service Revenue ProgramServiceRevenue (4 entries)

DescriptionDescriptionBusiness CodeBusinessCodeTotal Revenue ColumnTotalRevenueColumnRelated Or Exempt Function IncomeRelatedOrExemptFunctionIncomeUnrelated Business RevenueUnrelatedBusinessRevenue
CONTRACTS9000094476912544769125
SERVICE FEES900009296163296163
PUBLICATION SALES9000096694966949
TRAINING FEES90000932113211
FieldValueIRS element (for citing)
Total Program Service Revenue45135448TotalProgramServiceRevenue

Investment Income InvestmentIncome

FieldValueIRS element (for citing)
Total Revenue Column14248TotalRevenueColumn
Exclusion$14,248ExclusionAmount

Total Revenue TotalRevenue

FieldValueIRS element (for citing)
Total Revenue Column95905294TotalRevenueColumn
Related Or Exempt Function Income44839285RelatedOrExemptFunctionIncome
Unrelated Business Revenue296163UnrelatedBusinessRevenue
Exclusion$14,248ExclusionAmount

Grants To Domestic Orgs GrantsToDomesticOrgs

FieldValueIRS element (for citing)
Total6787171Total
Program Services6787171ProgramServices

Foreign Grants ForeignGrants

FieldValueIRS element (for citing)
Total510355Total
Program Services510355ProgramServices

Comp Current Officers Directors CompCurrentOfficersDirectors

FieldValueIRS element (for citing)
Total1710186Total
Program Services665757ProgramServices
Management And General1044429ManagementAndGeneral

Other Salaries And Wages OtherSalariesAndWages

FieldValueIRS element (for citing)
Total40466783Total
Program Services35047096ProgramServices
Management And General5419687ManagementAndGeneral

Pension Plan Contributions PensionPlanContributions

FieldValueIRS element (for citing)
Total3946679Total
Program Services3412519ProgramServices
Management And General534160ManagementAndGeneral

Other Employee Benefits OtherEmployeeBenefits

FieldValueIRS element (for citing)
Total9482006Total
Program Services8085090ProgramServices
Management And General1396916ManagementAndGeneral

Payroll Taxes PayrollTaxes

FieldValueIRS element (for citing)
Total3209439Total
Program Services2724887ProgramServices
Management And General484552ManagementAndGeneral

Fees For Services Legal FeesForServicesLegal

FieldValueIRS element (for citing)
Total56222Total
Program Services51685ProgramServices
Management And General4506ManagementAndGeneral
Fundraising31Fundraising

Fees For Services Accounting FeesForServicesAccounting

FieldValueIRS element (for citing)
Total129975Total
Program Services119487ProgramServices
Management And General10417ManagementAndGeneral
Fundraising71Fundraising

Fees For Services Lobbying FeesForServicesLobbying

FieldValueIRS element (for citing)
Total10108Total
Program Services9292ProgramServices
Management And General810ManagementAndGeneral
Fundraising6Fundraising

Fees For Services Other FeesForServicesOther

FieldValueIRS element (for citing)
Total5566116Total
Program Services4844710ProgramServices
Management And General718514ManagementAndGeneral
Fundraising2892Fundraising

Advertising Advertising

FieldValueIRS element (for citing)
Total335021Total
Program Services331419ProgramServices
Management And General3602ManagementAndGeneral

Office Expenses OfficeExpenses

FieldValueIRS element (for citing)
Total3928829Total
Program Services3096250ProgramServices
Management And General831142ManagementAndGeneral
Fundraising1437Fundraising

Occupancy Occupancy

FieldValueIRS element (for citing)
Total4435734Total
Program Services2956150ProgramServices
Management And General1479584ManagementAndGeneral

Travel Travel

FieldValueIRS element (for citing)
Total6229678Total
Program Services5959890ProgramServices
Management And General268687ManagementAndGeneral
Fundraising1101Fundraising

Conferences Meetings ConferencesMeetings

FieldValueIRS element (for citing)
Total1854555Total
Program Services1623752ProgramServices
Management And General229587ManagementAndGeneral
Fundraising1216Fundraising

Depreciation Depletion DepreciationDepletion

FieldValueIRS element (for citing)
Total16456Total
Program Services8283ProgramServices
Management And General8169ManagementAndGeneral
Fundraising4Fundraising

Insurance Insurance

FieldValueIRS element (for citing)
Total112601Total
Program Services56674ProgramServices
Management And General55900ManagementAndGeneral
Fundraising27Fundraising

Other Expenses OtherExpenses (4 entries)

DescriptionDescriptionTotalTotalProgram ServicesProgramServicesManagement And GeneralManagementAndGeneral
SUBCONTRACTS59133865913386
TEMPORARY HELP62957258776941803
BAD DEBT EXPENSE5210952109
PROGRAM SUPPORT3278032780

All Other Expenses AllOtherExpenses

FieldValueIRS element (for citing)
Total930119Total
Program Services468147ProgramServices
Management And General461752ManagementAndGeneral
Fundraising220Fundraising

Total Functional Expenses TotalFunctionalExpenses

FieldValueIRS element (for citing)
Total96345880Total
Program Services83292549ProgramServices
Management And General13046326ManagementAndGeneral
Fundraising7005Fundraising

Cash Non Interest Bearing CashNonInterestBearing

FieldValueIRS element (for citing)
BOY4526BOY
EOY5219EOY

Savings And Temp Cash Investments SavingsAndTempCashInvestments

FieldValueIRS element (for citing)
BOY15023515BOY
EOY14165650EOY

Pledges And Grants Receivable PledgesAndGrantsReceivable

FieldValueIRS element (for citing)
BOY10661789BOY
EOY11740922EOY

Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges

FieldValueIRS element (for citing)
BOY901275BOY
EOY816287EOY
FieldValueIRS element (for citing)
Land Buildings Equipment Basis414716LandBuildingsEquipmentBasis
Land Bldg Equipment Accum Deprec376712LandBldgEquipmentAccumDeprec

Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet

FieldValueIRS element (for citing)
BOY45829BOY
EOY38004EOY

Other Assets Total OtherAssetsTotal

FieldValueIRS element (for citing)
BOY50387BOY
EOY2019EOY

Total Assets TotalAssets

FieldValueIRS element (for citing)
BOY26687321BOY
EOY26768101EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

FieldValueIRS element (for citing)
BOY11434176BOY
EOY11753356EOY

Deferred Revenue DeferredRevenue

FieldValueIRS element (for citing)
BOY2883451BOY
EOY3085637EOY

Total Liabilities TotalLiabilities

FieldValueIRS element (for citing)
BOY14317627BOY
EOY14838993EOY
FieldValueIRS element (for citing)
Follow SFAS117XFollowSFAS117

Unrestricted Net Assets UnrestrictedNetAssets

FieldValueIRS element (for citing)
BOY5704249BOY
EOY5259825EOY

Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets

FieldValueIRS element (for citing)
BOY6665445BOY
EOY6669283EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY12369694BOY
EOY11929108EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY26687321BOY
EOY26768101EOY
FieldValueIRS element (for citing)
Reconcilation Revenue Expenses-440586ReconcilationRevenueExpenses
Reconcilation Other Changes0ReconcilationOtherChanges
Method Of Accounting AccrualXMethodOfAccountingAccrual
Accountant Compile Or Review0AccountantCompileOrReview
FS Audited1FSAudited
Audit Committee1AuditCommittee
Financial Statement SeparateXFinancialStatementSeparate
Federal Grant Audit Required1FederalGrantAuditRequired
Federal Grant Audit Performed1FederalGrantAuditPerformed

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Publicly Supported Org170b1 AviXPubliclySupportedOrg170b1Avi

Gifts Grants Contrib Received170 GiftsGrantsContribReceived170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years57980424CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years79704905CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years63925445CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year53143566CurrentTaxYearMinus1Year
Current Tax Year50755598CurrentTaxYear
Total305509938Total

Value Srvc Fclts Furnished By Govt ValueSrvcFcltsFurnishedByGovt

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years1198000CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years1198000CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years1198000CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year1198000CurrentTaxYearMinus1Year
Current Tax Year1198000CurrentTaxYear
Total5990000Total

Total170 Total170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years59178424CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years80902905CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years65123445CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year54341566CurrentTaxYearMinus1Year
Current Tax Year51953598CurrentTaxYear
Total311499938Total
FieldValueIRS element (for citing)
Amounts Subst Contributors Total30524752AmountsSubstContributorsTotal
Public Support Total170280975186PublicSupportTotal170

Gross Investment Income170 GrossInvestmentIncome170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years918521CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years352165CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years73198CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year30219CurrentTaxYearMinus1Year
Current Tax Year14248CurrentTaxYear
Total1388351Total

Net UBI NetUBI

FieldValueIRS element (for citing)
Current Tax Year Minus1 Year159801CurrentTaxYearMinus1Year
Current Tax Year66738CurrentTaxYear
Total226539Total

Other Income170 OtherIncome170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years47002CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years84371CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years68939CurrentTaxYearMinus2Years
Total200312Total
FieldValueIRS element (for citing)
Total Support313315140TotalSupport
Gross Receipts From Admissions Etc174010612GrossReceiptsFromAdmissionsEtc
Public Support Pertcentage1700.89680PublicSupportPertcentage170
Public Support Pertcent Prior Year0.88850PublicSupportPertcentPriorYear
Thirty Three Percnt Tests CY170XThirtyThreePercntTestsCY170

Schedule B IRS990ScheduleB

Contributor Info ContributorInfo

FieldValueIRS element (for citing)
Contributor NumberRESTRICTEDContributorNumber

Contributor Name Business ContributorNameBusiness

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor Address US ContributorAddressUS

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Aggregate ContributionsRESTRICTEDAggregateContributions

Schedule C IRS990ScheduleC

Total Grassroots Lobbying TotalGrassrootsLobbying

FieldValueIRS element (for citing)
Filing Organizations Totals4165FilingOrganizationsTotals

Total Direct Lobbying TotalDirectLobbying

FieldValueIRS element (for citing)
Filing Organizations Totals16660FilingOrganizationsTotals

Total Lobbying Expenditures TotalLobbyingExpenditures

FieldValueIRS element (for citing)
Filing Organizations Totals20825FilingOrganizationsTotals

Other Exempt Purpose Expenditures OtherExemptPurposeExpenditures

FieldValueIRS element (for citing)
Filing Organizations Totals96111236FilingOrganizationsTotals

Total Exempt Purpose Expenditures TotalExemptPurposeExpenditures

FieldValueIRS element (for citing)
Filing Organizations Totals96132061FilingOrganizationsTotals

Lobbying Nontaxable LobbyingNontaxableAmount

FieldValueIRS element (for citing)
Filing Organizations Totals1000000FilingOrganizationsTotals

Grassroots Nontaxable GrassrootsNontaxableAmount

FieldValueIRS element (for citing)
Filing Organizations Totals250000FilingOrganizationsTotals

Tot Lobbying Grassroot Minus Non Tx TotLobbyingGrassrootMinusNonTx

FieldValueIRS element (for citing)
Filing Organizations Totals0FilingOrganizationsTotals

Tot Lobby Expend Mns Lobbying Nontx TotLobbyExpendMnsLobbyingNontx

FieldValueIRS element (for citing)
Filing Organizations Totals0FilingOrganizationsTotals

Lobbying Nontaxable Amount2 LobbyingNontaxableAmount2

FieldValueIRS element (for citing)
Current Year Minus31000000CurrentYearMinus3
Current Year Minus21000000CurrentYearMinus2
Current Year Minus11000000CurrentYearMinus1
Current Year1000000CurrentYear
Total4000000Total
FieldValueIRS element (for citing)
Lobbying Ceiling$6,000,000LobbyingCeilingAmount

Total Lobbying Expenditures2 TotalLobbyingExpenditures2

FieldValueIRS element (for citing)
Current Year Minus37546CurrentYearMinus3
Current Year Minus28994CurrentYearMinus2
Current Year Minus110108CurrentYearMinus1
Current Year20825CurrentYear
Total47473Total

Grassroots Nontaxable Amount2 GrassrootsNontaxableAmount2

FieldValueIRS element (for citing)
Current Year Minus3250000CurrentYearMinus3
Current Year Minus2250000CurrentYearMinus2
Current Year Minus1250000CurrentYearMinus1
Current Year250000CurrentYear
Total1000000Total
FieldValueIRS element (for citing)
Grassroots Ceiling$1,500,000GrassrootsCeilingAmount

Grassroots Lobbying Expenditures GrassrootsLobbyingExpenditures

FieldValueIRS element (for citing)
Current Year Minus31509CurrentYearMinus3
Current Year Minus2899CurrentYearMinus2
Current Year Minus13032CurrentYearMinus1
Current Year4165CurrentYear
Total9605Total

Schedule D IRS990ScheduleD

Equipment Equipment

FieldValueIRS element (for citing)
Other Cost Or Other Basis414716OtherCostOrOtherBasis
Depreciation376712Depreciation
Book Value38004BookValue
FieldValueIRS element (for citing)
Total Of Book Value Land Buildings38004TotalOfBookValueLandBuildings
Total Revenue95905294TotalRevenue
Total Expenses96345880TotalExpenses
Excess Or Deficit For Year-440586ExcessOrDeficitForYear
Excess Or Deficit Per FS-440586ExcessOrDeficitPerFS
Tot Revenue Etc Audited Fincl Stmt95609130TotRevenueEtcAuditedFinclStmt
Other Revenues-1OtherRevenues
Revenue Not Rptd F990-1RevenueNotRptdF990
Revenue Subtotal95609131RevenueSubtotal
Other Revenues Not Included296163OtherRevenuesNotIncluded
Revenue Not Rptd On Fin Stmt296163RevenueNotRptdOnFinStmt
Total Revenue Per Form99095905294TotalRevenuePerForm990
Tot Expenses Etc Audited Fincl Stmt96049717TotExpensesEtcAuditedFinclStmt
Expenses Not Rptd F9900ExpensesNotRptdF990
Expenses Subtotal96049717ExpensesSubtotal
Other Expenses Not Included296163OtherExpensesNotIncluded
Expenses Not Rptd On Fin Stmt296163ExpensesNotRptdOnFinStmt
Total Expenses Per Form99096345880TotalExpensesPerForm990

Form990 Schedule D Part XIV Form990ScheduleDPartXIV (4 entries)

IdentifierIdentifierReturn ReferenceReturnReferenceExplanationExplanation
DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48:PART X:IN JUNE 2006, THE FINANCIAL ACCOUNTING STANDARDS BOARD (FASB) RELEASED FASB ASC 740-10, INCOME TAXES, THAT PROVIDES GUIDANCE FOR REPORTING UNCERTAINTY IN INCOME TAXES. FOR THE YEARS ENDED DECEMBER 31, 2011 AND 2010, THE INSTITUTE HAS DOCUMENTED ITS CONSIDERATION OF FASB ASC 740-10 AND 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.
PART XII, LINE 2D - OTHER ADJUSTMENTS:ROUNDING -1.
PART XII, LINE 4B - OTHER ADJUSTMENTS:FEES FOR SERVICE, NETTED AGAINST EXPENSES ON THE FINANCIAL 296,163. STATEMENTS AND REPORTED AS REVENUE ON FORM 990, PART VIII, LINE 2.
PART XIII, LINE 4B - OTHER ADJUSTMENTS:FEES FOR SERVICE, NETTED AGAINST EXPENSES ON THE FINANCIAL 296,163. STATEMENTS AND REPORTED AS REVENUE ON FORM 990, PART VIII, LINE 2.

Schedule F IRS990ScheduleF

FieldValueIRS element (for citing)
Grant Records Maintained1GrantRecordsMaintained

Accts Actvs Out US Table AcctsActvsOutUSTable (35 entries)

RegionRegionNumber Of OfficesNumberOfOfficesNumber Of EmployeesNumberOfEmployeesType Of Activities ConductedTypeOfActivitiesConductedSpecific Services ProvidedSpecificServicesProvidedTotal ExpendituresTotalExpenditures
CENTRAL AMERICA AND THE CARIBBEAN00PROGRAM SERVICESAPPLIED RESEARCH65317
CENTRAL AMERICA AND THE CARIBBEAN00PROGRAM SERVICESCOMMUNITY DEVELOPMENT30842
CENTRAL AMERICA AND THE CARIBBEAN00PROGRAM SERVICESEDUCATION63313
CENTRAL AMERICA AND THE CARIBBEAN00PROGRAM SERVICESRESEARCH10711
CENTRAL AMERICA AND THE CARIBBEAN00PROGRAM SERVICESTECHNICAL ASSISTANCE23726
EAST ASIA AND THE PACIFIC00PROGRAM SERVICESAPPLIED RESEARCH5442
EAST ASIA AND THE PACIFIC00PROGRAM SERVICESCOMMUNITY DEVELOPMENT17734
EAST ASIA AND THE PACIFIC00PROGRAM SERVICESTECHNICAL ASSISTANCE792825
EAST ASIA AND THE PACIFIC00PROGRAM SERVICESEDUCATION1774
EUROPE00PROGRAM SERVICESAPPLIED RESEARCH10564
EUROPE00PROGRAM SERVICESCOMMUNITY DEVELOPMENT3938
EUROPE00PROGRAM SERVICESEDUCATION4707
EUROPE00PROGRAM SERVICESTECHNICAL ASSISTANCE335219
MIDDLE EAST AND NORTH AFRICA00PROGRAM SERVICESCOMMUNITY DEVELOPMENT597
MIDDLE EAST AND NORTH AFRICA00PROGRAM SERVICESEDUCATION2218
MIDDLE EAST AND NORTH AFRICA00PROGRAM SERVICESTECHNICAL ASSISTANCE1432045
NORTH AMERICA00PROGRAM SERVICESEDUCATION12837
NORTH AMERICA00PROGRAM SERVICESTECHNICAL ASSISTANCE10849
NORTH AMERICA00PROGRAM SERVICESTRAINING24742
RUSSIA AND THE NEWLY INDEPENDENT STATES00PROGRAM SERVICESTECHNICAL ASSISTANCE296118
SOUTH AMERICA00PROGRAM SERVICESTRAINING40463
SOUTH ASIA00PROGRAM SERVICESTECHNICAL ASSISTANCE370286
SUB-SAHARAN AFRICA00PROGRAM SERVICESAPPLIED RESEARCH2352
SUB-SAHARAN AFRICA00PROGRAM SERVICESTECHNICAL ASSISTANCE4708238
SUB-SAHARAN AFRICA00PROGRAM SERVICESTRAINING1838
CENTRAL AMERICA AND THE CARIBBEAN00GRANTSADOLESCENT HEALTH94957
CENTRAL AMERICA AND THE CARIBBEAN00GRANTSCOMMUNITY DEVELOPMENT34965
CENTRAL AMERICA AND THE CARIBBEAN00GRANTSREPRODUCTIVE HEALTH49919
CENTRAL AMERICA AND THE CARIBBEAN00GRANTSVIOLENCE PREVENTION40000
EUROPE00GRANTSREPRODUCTIVE HEALTH9183
NORTH AMERICA00GRANTSADOLESCENT HEALTH1500
NORTH AMERICA00GRANTSREPRODUCTIVE EDUCATION64831
SUB-SAHARAN AFRICA00GRANTSADOLESCENT HEALTH70000
SUB-SAHARAN AFRICA00GRANTSREPRODUCTIVE EDUCATION120000
SOUTH ASIA00GRANTSINTERNATIONAL HEALTH25000
FieldValueIRS element (for citing)
Subtotal Number Of Offices0SubtotalNumberOfOffices
Subtotal Number Of Employees0SubtotalNumberOfEmployees
Cont Number Of Offices0ContNumberOfOffices
Cont Number Of Employees0ContNumberOfEmployees
Total Number Of Offices0TotalNumberOfOffices
Total Number Of Employees0TotalNumberOfEmployees
Subtotal Amount Spent1009910SubtotalAmountSpent
Cont Amount Spent7769140ContAmountSpent
Total Amount Spent8779050TotalAmountSpent

Grants To Orgs Outside US GrantsToOrgsOutsideUS (19 entries)

RegionRegionPurpose Of GrantPurposeOfGrantAmount Of Cash GrantAmountOfCashGrantManner Of Cash DisbursementMannerOfCashDisbursement
SOUTH ASIAINTERNATIONAL HEALTH25000WIRE
CENTRAL AMERICA AND THE CARIBBEANADOLESCENT HEALTH20000WIRE
CENTRAL AMERICA AND THE CARIBBEANADOLESCENT HEALTH13000WIRE
CENTRAL AMERICA AND THE CARIBBEANADOLESCENT HEALTH11500WIRE
CENTRAL AMERICA AND THE CARIBBEANADOLESCENT HEALTH10000WIRE
CENTRAL AMERICA AND THE CARIBBEANADOLESCENT HEALTH10000WIRE
CENTRAL AMERICA AND THE CARIBBEANADOLESCENT REPRODUCTIVE HEALTH20000WIRE
CENTRAL AMERICA AND THE CARIBBEANCOMMUNITY DEVELOPMENT5965WIRE
CENTRAL AMERICA AND THE CARIBBEANREPRODUCTIVE HEALTH10000WIRE
CENTRAL AMERICA AND THE CARIBBEANVIOLENCE PREVENTION20000WIRE
CENTRAL AMERICA AND THE CARIBBEANVIOLENCE PREVENTION20000WIRE
NORTH AMERICAREPRODUCTIVE EDUCATION57500WIRE
SUB-SAHARAN AFRICAADOLESCENT HEALTH10000WIRE
SUB-SAHARAN AFRICAADOLESCENT HEALTH10000WIRE
SUB-SAHARAN AFRICAADOLESCENT HEALTH10000WIRE
SUB-SAHARAN AFRICAADOLESCENT HEALTH10000WIRE
SUB-SAHARAN AFRICAADOLESCENT HEALTH10000WIRE
SUB-SAHARAN AFRICAADOLESCENT HEALTH10000WIRE
SUB-SAHARAN AFRICAREPRODUCTIVE EDUCATION115000WIRE
FieldValueIRS element (for citing)
Total Number Of501c3 Orgs0TotalNumberOf501c3Orgs
Total Number Of Other Orgs19TotalNumberOfOtherOrgs

Grants To Ind Outside US GrantsToIndOutsideUS (6 entries)

Type Of AssistanceTypeOfAssistanceRegionRegionNumber Of RecipientsNumberOfRecipientsAmount Of Cash GrantAmountOfCashGrantManner Of Cash DisbursementMannerOfCashDisbursement
ADOLESCENT HEALTHCENTRAL AMERICA AND THE CARIBBEAN26750WIRE
COMMUNITY DEVELOPMENTCENTRAL AMERICA AND THE CARIBBEAN13000WIRE
REPRODUCTIVE HEALTHCENTRAL AMERICA AND THE CARIBBEAN1139919WIRE
REPRODUCTIVE HEALTHEUROPE19183WIRE
ADOLESCENT HEALTHNORTH AMERICA11500WIRE
REPRODUCTIVE HEALTHNORTH AMERICA27331WIRE
FieldValueIRS element (for citing)
Transfer To Foreign Corp0TransferToForeignCorp
Interest In Foreign Trust0InterestInForeignTrust
Own Foreign Corp0OwnForeignCorp
Passive Foreign Invest Co0PassiveForeignInvestCo
Foreign Partnership0ForeignPartnership
Boycott Countries0BoycottCountries

Form990 Schedule F Part V Form990ScheduleFPartV

FieldValueIRS element (for citing)
IdentifierPROCEDURE FOR MONITORING GRANTS OUTSIDE THE U.S.:Identifier
ExplanationSCHEDULE F, PART I, LINE 2: 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, MAKE APPROPRIATE INQUIRIES, AND PERFORM SITE VISITS TO OBSERVE OPERATIONS AND REVIEW FINANCIAL PROGRAMMATIC RECORDS.Explanation

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Records Maintained1RecordsMaintained

Recipient Table RecipientTable (80 entries)

Address Line1AddressUS/AddressLine1CityAddressUS/CityStateAddressUS/StateZIP CodeAddressUS/ZIPCodeEIN Of RecipientEINOfRecipientIRC SectionIRCSectionAmount Of Cash GrantAmountOfCashGrantPurpose Of GrantPurposeOfGrantAddress Line2AddressUS/AddressLine2
ENVIRONMENTAL HEALTH COALITION
2727 HOOVER AVENUE SUITE 202NATIONAL CITYCA91950953798792501(C)(3)14300CONSUMER LEAD EXPOSURE
ARIZONA BRIDGE TO INDEP LIVING
5025 WASHINGTON STREET SUITE 200PHOENIXAZ850341101860486447501(C)(3)9515DISABILITY AND BUSINESS TECHNICAL ASSISTANCE
MARIN CENTER FOR INDEPENDENT LIVING
710 FOURTH STREETSAN RAFAELCA94901942605669501(C)(3)7540DISABILITY AND BUSINESS TECHNICAL ASSISTANCE
COMMUNITIES ACTIVELY LIVING INDEPENDENT AND FREE
634 SSPRING STREET 2ND FLOORLOS ANGELESCA90014954860169501(C)(3)8770DISABILITY AND BUSINESS TECHNICAL ASSISTANCE
ARIZONA CTR FOR DISABILITY LAW
100 NORTH STONE AVE SUITE 305TUCSONAZ875011514237408586501(C)(3)9795DISABILITY AND BUSINESS TECHNICAL ASSISTANCE
REGENTS OF UNIVERSITY OF CALIF CONTROLLERS OFFICE UCSF
1855 FOLSOM STREET MCB 425 BOX 0897SAN FRANCISCOCA94143946036493GOVERNMENT14748DISABILITY AND BUSINESS TECHNICAL ASSISTANCE0897
TULANE UNIVERSITY HEALTH
800 EAST COMMERCE ROAD SUITE 203HARAHANLA70123720423889GOVERNMENT223094GLOBAL HEALTH FELLOWS PROGRAM
LOMA LINDA UNIV MEDICAL CENTER
11306 MOUNTAIN VIEW AVE SUITE B-100LOMA LINDACA92354951816009N/A540707CANCER SURVEILLENCE RESEARCHB-100
REGENTS OF THE UNIV OF CA
UNIVERISITY OF CALIFORNIA-SFSAN FRANCISCOCA941430897946036494GOVERNMENT25004CANCER SURVEILLENCE RESEARCH
HMONG WOMEN'S HERITAGE
2245 FLORIN ROADSACRAMENTOCA95814680350323501(C)(3)5600CANCER PREVENTION & SURVEILLENCE RESEARCH
IMMIGRANT RESETTLEMENT CULTURAL CENTER INC
1445 KOLL CIRCLE SUITE 110SAN JOSECA951124611N/A9300CANCER PREVENTION & SURVEILLENCE RESEARCH
OPERATION ACCESS INSTITUTE
115 SANSOME STREET SUITE 1205SAN FRANCISCOCA94104943180356N/A6300CANCER PREVENTION & SURVEILLENCE RESEARCH
HERALD CANCER CENTER
715 E MISSION ROADSAN GABRIELCA91776133156738N/A7500CANCER PREVENTION & SURVEILLENCE RESEARCH
UCLA SCHOOL OF NURSING
700 TIVERTON AVE FACTOR BUILDINGLOS ANGELESCA900958361GOVERNMENT10000CANCER PREVENTION & SURVEILLENCE RESEARCH5-940
CANCER RESOURCE CENTERS OF MENDOCINO
PO BOX 50MENDOCINOCA95460680357416N/A13050CANCER PREVENTION & SURVEILLENCE RESEARCH
ERNEST AND ARTHELLA FOUNDATION
PO BOX 3431RANCHO CORDOVACA95741270718721N/A6088CANCER PREVENTION & SURVEILLENCE RESEARCH
UC REGENTS - CAIIRE
MC951406 11000 KINROSS AVE SUITELOS ANGELESCA90095GOVERNMENT8000CANCER PREVENTION & SURVEILLENCE RESEARCH211
SET FOR LIFE
174 W FOOTHILL BLVD STE 294MONROVIACA91016205123504N/A6800CANCER PREVENTION & SURVEILLENCE RESEARCH
COMMUNITY PARTNERS FBO DELORES PROJECT
1000 N ALAMEDA STREET 240LOS ANGELESCA900121804954302067N/A7600CANCER PREVENTION & SURVEILLENCE RESEARCH
REGENTS OF THE UNIV OF CALIF
1885 FOLSOM STREET MCB 425 BOX 0897SAN FRANCISCOCA941430897946036494GOVERNMENT205376TOBACCO CONTROL ADVOCACY AND EDUCATION
CHILDREN'S HOSPITAL OAK FNDTN
2201 BROADWAY SUITE 600OAKLANDCA946123017941657474501(C)(3)9667CHILDHOOD OBESITY & OBESITY PREVENTION
CHICAGO ASTHMA CONSORTIUM
4541 N RAVENSWOOD AVE SUITE 303CHICAGOIL60640364319469501(C)(3)8667ASTHMA MANAGEENT & PREVENTION
CALIFORNIA PACIFIC MEDICAL CENTER
475 BRANNAN STREET SUITE 220SAN FRANCISCOCA941075418940562680501(C)(3)58488ALCHOHOL ABUSE & ALCHOHOLISM
CANCER PREVENTION INSTITUTE OF CALIFORNIA
2201 WALNUT AVENUE SUITE 300FREMONTCA94538237427232501(C)(3)497902CANCER PREVENTION & SURVEILLENCE RESEARCH
UNIVERSITY OF SOUTHERN CALIF SPONSORED PROJECTS
3500 S FIGUEROA UGB-102 FILELOS ANGELESCA900898001951642394GOVERNMENT1635451CANCER PREVENTION & SURVEILLENCE RESEARCHNO52095
BREATHE CALIFORNIA OF SACRAMENTO EMIGRANT TRAILS
909 12TH STREET SUITE 100SACRAMENTOCA95814941641240501(C)(3)20000TOBACCO CONTROL ADVOCACY AND EDUCATION
SAN JOSE STATE UNIVERSITY RESEARCH FOUNDATION
210 N FOURTH STREET 4TH FLOORSAN JOSECA95112946017638501(C)(3)46064TRANSGENDER ALCHOHOL ABUSE PREVENTION
ALLIANCE OF BORDER COLLABORATIVES
5400 SUNCREST DR SUITE 7DEL PASOTX799125615271747560501(C)(3)60216ALCOHOL ABUSE & ALCHOHOLISM
TEXAS TECH UNIV HLTH SCIENCES
3601 4TH STREET MAIL STOP 6274LUBBOCKTX794305868GOVERNMENT369059ALCOHOL ABUSE & ALCHOHOLISM
BOSTON UNIVERSITY OFFICE OF RESEARCH ADMIN
25 BUICK STREET 2ND FLOORBOSTONMA022151301042103547GOVERNMENT29682ALCOHOL ABUSE & ALCHOHOLISM
TEXAS A&M RESEARCH FOUNDATION
PO BOX 201918DALLASTX753201918741238434501(C)(3)275068ALCOHOL ABUSE & ALCHOHOLISM
UNIVERSITY OF TEXAS AT AUSTIN
PO BOX 7159AUSTINTX787137159GOVERNMENT38105ALCOHOL ABUSE & ALCHOHOLISM
FRESNO INTERDENOMINATIONAL REFUGEES MINISTRIES
1940 N FRESNO STREETFRESNOCA93703770357297501(C)(3)7000CONSUMER LEAD EXPOSURE
INSTITUTE FOR AGRICULTURE AND TRADE POLICY
2105 FIRST AVE SMINNEAPOLISMN55404363501938N/A20000NUTRITION/DIET-COMMUNITY DEVELOPMENT
ALTAMED HEALTH SERVICES CORP
500 CITADEL DRIVE SUITE 490LOS ANGELESCA90040N/A30000CHILDHOOD OBESITY & OBESITY PREVENTION
ORANGE COUNTY HEALTH AUTHORITY
1120 WEST LA VETA AVEORANGECA928684231330599891GOVERNMENT40000CHILDHOOD OBESITY & OBESITY PREVENTION
CONNECTICUT PHARMACISTS
35 COLD SPRING RD SUITE 121ROCKY HILLCT060673167651193552N/A18400ELDERLY WELLNESS
CARING CHOICES
1398 RIDGEWAY DRIVECHICOCA959737801680337307501(C)(3)20000ELDERLY WELLNESS
AMERICAN SOCIETY OF CONSULTANT PHARMACISTS
1321 DUKE STREETALEXANDRIAVA22314541358129501(C)(3)12160ELDERLY WELLNESS
VETERANS ADMINISTRATION CENTRAL CALIF HEALTHCARE SYSTEM
2615 EAST CLINTON AVENUEFRESNOCA93703680156789GOVERNMENT24783ELDERLY WELLNESS
VISITING NURSE SERVICE OF NEW YORK
1250 BROADWAY 20TH FLOORNEW YORKNY10001133189926501(C)(3)18372ELDERLY WELLNESS
CALIFORNIA HEALTH AND HUMAN SERVICES AGENCY
1600 9TH STREET SUITE 460SACRAMENTOCA95814GOVERNMENT80000CHILDHOOD OBESITY & OBESITY PREVENTION
NEHI
1 BROADWAY 12TH FLOORCAMBRIDGEMA02142010624865501(C)(3)40000ELDERLY WELLNESS
SHARP HEALTHCARE FOUNDATION
8695 SPECTRUM CENTERSAN DIEGOCA921231489953492461501(C)(3)90931ELDERLY WELLNESS
CENTURA HEALTH AT HOME
1391 SPEER BLVD SUITE 600DENVERCO80204N/A61019DISABILITY AND BUSINESS TECHNICAL ASSISTANCE
CALIFORNIA ASSOC FOR HEALTH SERVICES AT HOME FOUNDATION
3780 ROSIN CT SUITE 190SACRAMENTOCA95834501(C)(3)32000DISABILITY AND BUSINESS TECHNICAL ASSISTANCE
WASHINGTON STATE DEPARTMENTOF SOCIAL AND HEALTH SERVICES AGING AND DISABILI
PO BOX 45600OLYMPIAWA985045600GOVERNMENT80000ELDERLY WELLNESS
INDIANA FAMILY AND SOCIAL SERVICES DIVISION OF AGING
402 W WASHINGTON STINDIANAPOLISIN462042243356000158N/A60000ELDERLY WELLNESS
TEXAS DEPARTMENT OF AGING AND DISABILITY SERVICES (DADS)
PO BOX 149030 MAIL CODE E411AUSTINTX78714807391529GOVERNMENT60000ELDERLY WELLNESS
UNIVERSITY OF RHODE ISLAND OFFICE OF RESEARCH AND ECONOMIC DEVELOPMENT
UNIVERSITY OF RHODE ISLAND RESEARCHKINGSTONRI02881056000522GOVERNMENT60000ELDERLY WELLNESSOFFICE-SUITE 2
FRONT PORCH CENTER FOR TECHNOLOGY INNOVATION AND WELLBEING
303 N GLENOAKS BLVD STE1000BURBANKCA91502N/A30860ELDERLY WELLNESS
FAMILY SERVICE AGENCY SAN FRANCISCO
1010 GOUGH STREETSAN FRANCISCOCA94103N/A40000ELDERLY WELLNESS
HEALTHINSIGHT
348 EAST 4500 SOUTH SUITE 300SALT LAKE CITYUT841076653870303872N/A40000ELDERLY WELLNESS
BLACK WOMEN FOR WELLNESS
PO BOX 292516LOS ANGELESCA90029954624707501(C)(3)15600CANCER SURVEILLENCE RESEARCH
CENTER FOR ENVIRONMENTAL HEALTH
2201 BROADWAY SUITE 302OAKLANDCA94612943251981501(C)(3)187300CONSUMER LEAD EXPOSURE
BREAST CANCER FUND
1388 SUTTER STREET SUITE 400SAN FRANCISCOCA941095400943155886501(C)(3)34000CANCER SURVEILLENCE RESEARCH
REGENTS OF THE UNIV OF CALIF
BOX 951406 11000 KINROSS SUITE 102LOS ANGELESCA900951406946036494GOVERNMENT34000AIR QUALITY IMPROVEMENT AND ENVIRONMENTAL CLIMATE CHANGE
PHYSICIANS FOR SOCIAL RESPONSIBILITY LOS ANGELES
617 S OLIVA ST SUITE 200LOS ANGELESCA900141646953956136501(C)(3)12012AIR QUALITY IMPROVEMENT AND ENVIRONMENTAL CLIMATE CHANGE
REGENTS OF UC DAVIS-SPONSORED PROGRAMS
PO BOX 989062WEST SACRAMENTOCA957989062GOVERNMENT190329NUTRITION/DIET-COMMUNITY DEVELOPMENT
SOUTHERN CALIFORNIA 2ND
JURISDICTION COGIC 9829 CAMPO ROADSPRING VALLEYCA91977800443125GOVERNMENT10243NUTRITION/DIET-COMMUNITY DEVELOPMENT
REGENTS OF UC EXTRAMURAL FUNDS
2195 HEARST AVE RM 130 MC 1103BERKELEYCA947201103GOVERNMENT133206HEALTH PROFESSIONS WORKFORCE DIVERSITY IN CALIFORNIA
FOODLINK FOR TULARE COUNTYINC
POBOX 1544VISALIACA93279N/A16000NUTRITION/DIET-COMMUNITY DEVELOPMENT
PROTEUS INC
1830 N DINUBA BLVDVISALIACA93618N/A15908NUTRITION/DIET-COMMUNITY DEVELOPMENT
BAYVIEW CHARITIES
6134 BENSON AVENUESAN DIEGOCA92114330917039N/A68369FAMILY VIOLENCE PREVENTION
EL TEATRO CAMPESINO
PO BOX 1240SAN JUAN BAUTISTACA95045942214186N/A40000FAMILY VIOLENCE PREVENTION
CONTRA COSTA CHILD CARE COUNCIL
1035 DETROIT AVENUE SUITE 200CONCORDCA94518942383037501(C)(3)30391NUTRITION/DIET-COMMUNITY DEVELOPMENT
FIRST 5 ASSOCIATION OF CALIF
719 EL CERRITO PLAZAEL CERRITOCA94530770548254N/A64819NUTRITION/DIET-COMMUNITY DEVELOPMENT
CALIFORNIA WOMEN LEAD
1201 K STREET SUITE 710SACRAMENTOCA95814510184448501(C)(3)99818NUTRITION/DIET-COMMUNITY DEVELOPMENT
COMMUNITY ALLIANCE WITH FAMILY FARMERS
PO BOX 363DAVISCA95617942914745N/A37914NUTRITION/DIET-COMMUNITY DEVELOPMENT
COLUMBIA UNIVERSITY THE TRUSTEES OF COLUMBIA UNIV
PO BOX 29789NEW YORKNY100879789135598093GOVERNMENT118771GLOBAL HEALTH FELLOWS PROGRAM
PUBLIC HEALTH ADVOCACY INST
102 THE FENWAY ROOM 117BOSTONMA021153782042668916N/A37500NUTRITION/DIET-COMMUNITY DEVELOPMENT
CITY OF FONTANA
16860 VALENCIA AVENUEFONTANACA92335GOVERNMENT20000NUTRITION/DIET-COMMUNITY DEVELOPMENT
STAMFORD HOSPITAL
141 FRANKLIN STREETSTAMFORDCT06901060646917N/A20000ELDERLY WELLNESS
REGENTS OF UC BERKELEY SPONSORED PROJECTS OFFICE
2150 SHATTUCK AVE ROOM 313 MAILBERKELEYCA94704GOVERNMENT165000CANCER SURVEILLENCE RESEARCHCODE 5940
REGENTS OF UC BERKELEY SPONSORED PROJECTS OFFICE
2150 SHATTUCK AVE ROOM 313 MAILBERKELEYCA94704GOVERNMENT34950CANCER SURVEILLENCE RESEARCHCODE 5940
HEALTH CARE PARTNERS INSTITUTE
19191 SOUTH VERMONT AVETORRANCECA90502N/A34359ELDERLY WELLNESS
CATHOLIC HEALTHCARE WESTMARIAN MEDICAL CENTER
504 EAST PLAZA DRIVESANTA MARINACA93454941196230N/A83200ELDERLY WELLNESS
VOXIVA INC
1990 K STREET NWWASHINGTONDC20006134187106N/A18000ELDERLY WELLNESS
MARJORIE GUTMAN
42 NORTH NORTH MAIN STREETCRANBURYNJ08512565666890N/A38543ELDERLY WELLNESS
BLUE SKY CONSULTING
6475 CHRISTIE AVENUE 175EMERYVILLECA94608593810591N/A52326NUTRITION/DIET-COMMUNITY DEVELOPMENT
FieldValueIRS element (for citing)
Total Nbr Of501 C3 And Govt Grants51TotalNbrOf501C3AndGovtGrants
Total Nbr Of Other Organizations29TotalNbrOfOtherOrganizations

Form990 Schedule I Part IV Form990ScheduleIPartIV

FieldValueIRS element (for citing)
IdentifierPROCEDURE FOR MONITORING GRANTS IN THE U.S.:Identifier
Return ReferencePART I, LINE 2:ReturnReference
ExplanationSCHEDULE I, PART I, LINE 2: 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.Explanation

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Compensation CommitteeXCompensationCommittee
Independent ConsultantXIndependentConsultant
Form990 Of Other OrganizationsXForm990OfOtherOrganizations
Written Employment ContractXWrittenEmploymentContract
Compensation SurveyXCompensationSurvey
Board Or Committee ApprovalXBoardOrCommitteeApproval
Severance Payment0SeverancePayment
Supplemental Nonqual Retire Plan0SupplementalNonqualRetirePlan
Equity Based Comp Arrangement0EquityBasedCompArrangement
Comp Based On Revenue Of Filing Org0CompBasedOnRevenueOfFilingOrg
Comp Based On Revenue Related Orgs0CompBasedOnRevenueRelatedOrgs
Comp Based Net Earnings Filing Org0CompBasedNetEarningsFilingOrg
Comp Based Net Earnings Relate Orgs0CompBasedNetEarningsRelateOrgs
Any Non Fixed Payments1AnyNonFixedPayments
Initial Contract Exception0InitialContractException

Form990 Schedule J Part II Form990ScheduleJPartII (11 entries)

Base Compensation Filing OrgBaseCompensationFilingOrgComp Based On Related OrgsCompBasedOnRelatedOrgsBonus Filing OrgBonusFilingOrgBonus Related OrgsBonusRelatedOrgsOther Compensation Filing OrgOtherCompensationFilingOrgOther Compensation Related OrgsOtherCompensationRelatedOrgsDeferred Comp Filing OrgDeferredCompFilingOrgDeferred Comp Related OrgsDeferredCompRelatedOrgsNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgNontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgsTotal Compensation Filing OrgTotalCompensationFilingOrgTotal Compensation Related OrgsTotalCompensationRelatedOrgsComp Report Prior990 Filing OrgCompReportPrior990FilingOrgComp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs
MARY A PITTMAN
3881570562500495340-15000185750511016000
THOMAS GREENFIELD - SEE SCH O
1997490009696019975089100238330000
B MELANGE MATTHEWS
26586707000000245000131340310501000
JAMES SIMPSON
219109020901000223350107940273139000
SUZANNE PETRONI
1543550790100015500083930186149000
DIANA PASCUAL
1573560790100015800099930191050000
TRENTON RUEBUSH
2264610000022109012320249802000
JOHN PALEN
20754400000214980151910244233000
SHARON RUDY
19831701194700019912086600238836000
DAVID LINDEMAN
2916920000020596029530315241000
CHERYL CHERPITEL
185043019061000184380137220236264000

Form990 Schedule J Part III Form990ScheduleJPartIII

FieldValueIRS element (for citing)
Return ReferencePART I, LINE 7ReturnReference
ExplanationTHE ORGANIZATION MADE NON-FIXED PAYMENTS TO THE FOLLOWING PEOPLE ON THE LIST DURING 2011: MARY PITTMAN B. MELANGE MATTHEWS JAMES SIMPSON SHARON RUDY SUZANNE PETRONI DIANA PASCUAL CHERYL CHERPITELExplanation

Schedule L IRS990ScheduleL

Form990 Schedule L Part IV Form990ScheduleLPartIV

Name Of Interested Person NameOfInterestedPerson

FieldValueIRS element (for citing)
Name PersonDAVID LINDEMANNamePerson
FieldValueIRS element (for citing)
RelationshipFAMILY MEMBER OF CEO & PRINCIPAL INVESTIGATORRelationship
Amount Of Transaction315241AmountOfTransaction
Description Of TransactionEMPLOYEE COMPENSATIONDescriptionOfTransaction
Sharing Of Revenues0SharingOfRevenues

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (5 entries)

Return ReferenceReturnReferenceExplanationExplanation
FORM 990, PART VI, SECTION B, LINE 11THE FORM 990 WAS PREPARED BY THE OUTSIDE ACCOUNTANTS AND REVIEWED BY THE COO AND GENERAL COUNSEL 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, SECTION B, LINE 12CPHI'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, SECTION B, LINE 15ALL PHI EMPLOYEES INCLUDING THE CEO AND KEY EMPLOYEES ARE COMPENSATED IN ACCORDANCE WITH A TITLE AND PAY PLAN BASED ON COMPARABILITY DATA PROVIDED BY INDEPENDENT COMPENSATION CONSULTANTS AND ADMINISTERED BY PHI'S HUMAN RESOURCES DEPARTMENT. DECISION ABOUT COMPENSATING THE CEO, 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 AND USED FOR THE MOST RECENT REVIEWS FOR THE FOLLOWING POSITIONS: PRESIDENT AND CEO, CHIEF OPERATING OFFICER, VICE PRESIDENT OF HUMAN RESOURCES, VICE PRESIDENT OF GLOBAL HEALTH, AND GENERAL COUNSEL. PHI ENGAGED THE SERVICES OF AN INDEPENDENT CONSULTING FIRM TO CONDUCT A COMPREHENSIVE REVIEW OF PAY DATA AND SALARY RANGES USING CUSTOM SURVEYS OF COMPARABLE AND PEER ORGANIZATIONS AND PUBLISHED SURVEY SOURCES. THERE IS A PROCESS OF DOCUMENTING/SUBSTANTIATING SALARY DECISIONS MADE FOR KEY EMPLOYEES, BASED UPON GUIDELINES ESTABLISHED UNDER PHI'S TITLE & PAY PLAN. THE LAST COMPENSATION REVIEW TOOK PLACE IN JANUARY 2011.
FORM 990, PART VI, SECTION C, LINE 19THE 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 A - THOMAS GREENFIELD IS BOTH AN EMPLOYEE OF PHI AND A VOTING MEMBER ON THE BOARD. HE RECEIVES COMPENSATION FOR HIS CAPACITY AS A PRINCIPAL INVESTIGATOR FOR PHI AND IS NOT BEING COMPENSATED FOR HIS SERVICES AS A BOARD MEMBER.