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Nonprofiteer
← PUBLIC HEALTH FOUNDATION INC

Form 990 for tax year 2022

Filed by PUBLIC HEALTH FOUNDATION INC.

Totals

Total revenue
$876,012,303
Total expenses
$874,608,979
Contributions and grants received
$840,712,073
Grants paid
$0
Program service revenue
$35,165,184
Investment income
$73,016
Other revenue
$62,030
Total assets, end of year
$269,782,108
Total liabilities, end of year
$249,097,968
Net assets or fund balances, end of year
$20,684,140
Program services expenses (Part IX)
$847,294,031
Management and general expenses
$26,457,973
Fundraising expenses
$856,975
Program service expenses (Part III)
$847,294,031

Program services were 96.9% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • ALEXANDER BAKER

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    3

  • BONNIE MIDURA

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    3

  • CARLADENISE EDWARDS

    VICE CHAIR OF THE BOARD

    Total calculated
    $0
    Hours/week
    5

  • CELINA GORRE

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    3

  • EDWARD YIP

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    3

  • GEORGIA CASCIATO

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    3

  • HOPE TARIRAI MAGO

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    3

  • JEAN O'CONNOR

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    3

  • NICOLE MACARCHUK

    SECRETARY

    Total calculated
    $0
    Hours/week
    5

  • NWANDO ANYAOKU

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    3

  • ROBERT JENKS

    TREASURER

    Total calculated
    $0
    Hours/week
    5

  • SANTOSH VETTICADEN

    CHAIR OF THE BOARD

    Total calculated
    $0
    Hours/week
    10

  • SARAH RICH

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    3

  • SCOTT FILER

    OUTGOING-BOARD MEMBER

    Total calculated
    $0
    Hours/week
    3

  • SUSAN DE SANTI

    OUTGOING-BOARD MEMBER

    Total calculated
    $0
    Hours/week
    3

  • TAMARA JOSEPH

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    3

  • TERHILDA GARRIDO

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    3

  • VIVIAN VASALLO

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    3

  • VON NGUYEN

    OUTGOING-VICE CHAIR

    Total calculated
    $0
    Hours/week
    5

  • BLAYNE CUTLER MDPHD

    PRESIDENT AND CEO

    Total calculated
    $593,693
    From this org
    $470,873
    From related orgs
    $0
    Other
    $122,820
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $388,673
    Bonus
    $82,200
    Other
    $0
    Deferred
    $74,921
    Nontaxable benefits
    $47,899
    Filer's total
    $593,693

  • BRIAN GIESELER

    CHIEF FINANCIAL OFFICER

    Total calculated
    $439,867
    From this org
    $347,287
    From related orgs
    $0
    Other
    $92,580
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $278,287
    Bonus
    $69,000
    Other
    $0
    Deferred
    $54,227
    Nontaxable benefits
    $38,353
    Filer's total
    $439,867

  • ELIZABETH POWER ROBISON

    CHIEF ADVANCEMENT OFFICER

    Total calculated
    $268,332
    From this org
    $253,058
    From related orgs
    $0
    Other
    $15,274
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $216,958
    Bonus
    $36,100
    Other
    $0
    Deferred
    $15,184
    Nontaxable benefits
    $90
    Filer's total
    $268,332

  • PETER DALE

    CHIEF PROGRAM OFFICER

    Total calculated
    $402,236
    From this org
    $337,668
    From related orgs
    $0
    Other
    $64,568
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $246,568
    Bonus
    $91,100
    Other
    $0
    Deferred
    $48,579
    Nontaxable benefits
    $15,989
    Filer's total
    $402,236

  • TIMOTHY SEIFERT

    CHIEF HR OFFICER

    Total calculated
    $374,530
    From this org
    $310,239
    From related orgs
    $0
    Other
    $64,291
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $251,539
    Bonus
    $58,700
    Other
    $0
    Deferred
    $48,942
    Nontaxable benefits
    $15,349
    Filer's total
    $374,530

  • ALI P MODARESSI

    EXECUTIVE DIRECTOR-LANES PROGRAM

    Total calculated
    $347,272
    From this org
    $303,803
    From related orgs
    $0
    Other
    $43,469
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $267,663
    Bonus
    $36,140
    Other
    $0
    Deferred
    $25,804
    Nontaxable benefits
    $17,665
    Filer's total
    $347,272

  • JOSEPH A MANGARAPU SELVARAJ

    IT DIRECTOR-BUSINESS APPLICATIONS

    Total calculated
    $277,857
    From this org
    $243,302
    From related orgs
    $0
    Other
    $34,555
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $201,402
    Bonus
    $41,900
    Other
    $0
    Deferred
    $20,186
    Nontaxable benefits
    $14,369
    Filer's total
    $277,857

  • KEVIN TRAN

    CONTROLLER

    Total calculated
    $315,002
    From this org
    $273,148
    From related orgs
    $0
    Other
    $41,854
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $225,348
    Bonus
    $47,800
    Other
    $0
    Deferred
    $23,464
    Nontaxable benefits
    $18,390
    Filer's total
    $315,002

  • KIRAN SALUJA

    EXECUTIVE DIRECTOR-PHFE WIC PROGRAM

    Total calculated
    $282,904
    From this org
    $232,927
    From related orgs
    $0
    Other
    $49,977
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $192,489
    Bonus
    $40,438
    Other
    $0
    Deferred
    $39,564
    Nontaxable benefits
    $10,413
    Filer's total
    $282,904

  • LEO PAK

    CHIEF OF TECH & INNOV-LANES PROG

    Total calculated
    $302,355
    From this org
    $258,107
    From related orgs
    $0
    Other
    $44,248
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $258,107
    Bonus
    $0
    Other
    $0
    Deferred
    $23,920
    Nontaxable benefits
    $20,328
    Filer's total
    $302,355

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 3 · Form 990 of other organizations
  • 3 · Written employment contract
  • 3 · Approval by the board or compensation committee
  • 4b · Supplemental nonqualified retirement plan
  • 7 · Other non-fixed payments

Answered no

  • 4a · Severance or change-of-control payment
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

PART I, LINE 4B
EXECUTIVE NON-QUALIFIED 457(F) PLAN: DURING THE YEAR ENDED JUNE 30, 2020, HELUNA HEALTH ESTABLISHED A SUPPLEMENTAL RETIREMENT PLAN FOR CERTAIN ELIGIBLE SENIOR EXECUTIVES. THE PLAN IS A NON-QUALIFIED DEFERRED COMPENSATION PLAN INTENDED TO COMPLY WITH IRS CODE SECTION 457(F). CONTRIBUTIONS TO THE PLAN REMAIN UNRESTRICTED ASSETS OF HELUNA HEALTH UNTIL THE PLAN VESTING REQUIREMENTS ARE MET. EMPLOYER CONTRIBUTION PLUS ANY UNREALIZED GAIN OR LOSS AMOUNTED TO $516,815 FOR THE YEAR ENDED JUNE 30, 2023. THE FOLLOWING INDIVIDUALS PARTICIPATED IN THE 457(F) PLAN DURING THE YEAR ENDED JUNE 30, 2023: - BLAYNE CUTLER, M.D., PH.D. - BRIAN GIESELER - PETER DALE - TIMOTHY SEIFERT - KIRAN SALUJA
PART I, LINE 7
INCLUDED IN SCHEDULE J, COLUMN B(II) ARE AMOUNTS REPRESENTING BONUSES. THE BONUS AMOUNTS WERE APPROVED BY THE BOARD OF DIRECTORS WHEN THEY APPROVED 1) THE ANNUAL BUDGET FOR HELUNA HEALTH 2) THE CEO'S SPECIFIC BONUS, AND 3) THE CEO HAVING THE AUTHORITY TO AWARD BONUSES TO OTHER HELUNA HEALTH EMPLOYEES. ANY BONUSES AWARDED ARE INCLUDED IN EACH INDIVIDUAL'S 2022 W-2.

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

No itemized grants to organizations on this return.

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Disregarded entities

Part I: entities that legally are the filer and file no return of their own.

  • 315 WASHINGTON STREET OWNER LLC

    SPECIAL PROJECT ENTITY (SPE) TO HOUSE ACTIVITY OF NORCAL BUILDING PURCHASE · CA · income $0 · assets $7,757,072

    Directly controlled by PUBLIC HEALTH FOUNDATION ENTERPRISES INC

Provenance

Return type
form_990
Tax year
2022
Filed
27 February 2024
IRS schema version
2022v5.0
Source object
202440619349300519

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