Totals
- Total revenue
- $297,776,188
- Total expenses
- $283,476,651
- Contributions and grants received
- $125,673,088
- Grants paid
- $55,728,903
- Program service revenue
- $170,543,739
- Investment income
- $1,559,361
- Other revenue
- $0
- Total assets, end of year
- $129,042,887
- Total liabilities, end of year
- $61,950,167
- Net assets or fund balances, end of year
- $67,092,720
- Program services expenses (Part IX)
- $250,190,000
- Management and general expenses
- $33,282,418
- Fundraising expenses
- $4,233
- Program service expenses (Part III)
- $250,190,000
Program services were 88.3% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
1b · Membership dues
$0
-
1c · Fundraising events
$0
-
1d · Related organizations
$0
-
1e · Government grants (contributions)
$95,469,656
-
1f · All other contributions, gifts and grants
$30,203,432
-
1g · Noncash contributions included above
$0
-
2a · Program service revenue: Contracts
total $170,543,739 · related or exempt $170,543,739
-
2f · All other program service revenue
total $0 · related or exempt $0 · unrelated business $0 · excluded $0
-
3 · Investment income
total $1,630,820 · excluded $1,630,820
-
6a · Gross rents
real property $1,022,310
-
6b · Less rental expenses
real property $1,022,310
-
6c · Rental income or loss
real property $0 · personal property $0
-
7a · Gross sales of assets other than inventory
securities $5,781,564
-
7b · Less cost or other basis and sales expenses
securities $5,853,023
-
7c · Gain or loss
securities -$71,459 · other assets $0
-
7d · Net gain or loss
total -$71,459 · excluded -$71,459
-
11d · All other revenue
total $0 · related or exempt $0 · unrelated business $0 · excluded $0
-
11e · Other revenue, total
$0
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $55,014,313 · program services $55,014,313
-
3 · Grants to foreign organizations and individuals
total $714,590 · program services $714,590
-
5 · Compensation of officers, directors and key employees
total $3,471,409 · program services $886,233 · management and general $2,585,176
-
7 · Other salaries and wages
total $92,132,708 · program services $74,977,160 · management and general $17,154,150 · fundraising $1,398
-
8 · Pension plan contributions
total $7,020,575 · program services $5,520,035 · management and general $1,500,421 · fundraising $119
-
9 · Other employee benefits
total $13,087,185 · program services $10,530,050 · management and general $2,556,917 · fundraising $218
-
10 · Payroll taxes
total $7,075,973 · program services $5,702,213 · management and general $1,373,667 · fundraising $93
-
11b · Fees: legal
total $442,259 · program services $24,356 · management and general $417,903
-
11c · Fees: accounting
total $103,640 · management and general $103,640
-
11d · Fees: lobbying
total $133,795 · program services $133,795
-
11g · Fees: other
total $89,351,260 · program services $86,547,622 · management and general $2,803,638 · fundraising $0
-
12 · Advertising and promotion
total $11,574 · program services $11,574
-
13 · Office expenses
total $4,010,212 · program services $2,591,248 · management and general $1,418,766 · fundraising $198
-
14 · Information technology
total $43,819 · program services $53,484 · management and general -$9,665
-
16 · Occupancy
total $2,048,052 · program services $740,489 · management and general $1,307,563 · fundraising $0
-
17 · Travel
total $3,111,968 · program services $2,897,626 · management and general $214,342
-
19 · Conferences, conventions and meetings
total $1,092,772 · program services $978,931 · management and general $113,841
-
22 · Depreciation, depletion and amortization
total $361,229 · management and general $361,229
-
23 · Insurance
total $481,721 · program services $106,271 · management and general $375,450
-
24a · Other expenses: Training & Development
total $1,103,808 · program services $893,679 · management and general $210,129
-
24b · Other expenses: Other expenses
total $2,663,789 · program services $1,866,331 · management and general $795,251 · fundraising $2,207
-
24e · All other expenses
total $0 · program services $0 · management and general $0 · fundraising $0
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $48,227,080 · end of year $40,976,024
-
2 · Savings and temporary cash investments
beginning of year $24,071,225 · end of year $26,354,000
-
3 · Pledges and grants receivable
beginning of year $59,294,306 · end of year $47,987,841
-
5 · Loans and receivables from officers and key people
beginning of year $0 · end of year $0
-
6 · Loans and receivables from disqualified persons
beginning of year $0 · end of year $0
-
9 · Prepaid expenses and deferred charges
beginning of year $1,914,114 · end of year $1,140,196
-
10a · Land, buildings and equipment: cost or other basis
$4,931,862
-
10b · Land, buildings and equipment: accumulated depreciation
$4,391,251
-
10c · Land, buildings and equipment, net
beginning of year $692,277 · end of year $540,611
-
11 · Investments: publicly traded securities
beginning of year $6,631,351 · end of year $7,635,465
-
12 · Investments: other securities
beginning of year $0
-
13 · Investments: program-related
beginning of year $0
-
15 · Other assets
beginning of year $6,774,719 · end of year $4,408,750
-
17 · Accounts payable and accrued expenses
beginning of year $38,775,566 · end of year $38,142,665
-
19 · Deferred revenue
beginning of year $50,602,842 · end of year $19,594,379
-
22 · Loans and payables to officers and key people
beginning of year $0 · end of year $0
-
25 · Other liabilities
beginning of year $6,760,885 · end of year $4,213,123
-
27 · Net assets without donor restrictions
beginning of year $18,526,211 · end of year $32,248,076
-
28 · Net assets with donor restrictions
beginning of year $32,939,568 · end of year $34,844,644
Mission and programs · 2023
Mission
PUBLIC HEALTH INSTITUTE GENERATES AND PROMOTES RESEARCH, LEADERSHIP AND PARTNERSHIPS TO BUILD CAPACITY FOR STRONG PUBLIC HEALTH POLICY, PROGRAMS, SYSTEMS AND PRACTICES.
-
CHILDREN'S ONCOLOGY GROUP COORDINATING CENTER, MONROVIA, CA, AT THE PUBLIC HEALTH INSTITUTE, SERVES AS THE CHILDREN'S ONCOLOGY GROUP COORDINATING CENTER (COGCC) IN MONROVIA, CALIFORNIA. COGCC IS THE PRIMARY PROGRAM HEADQUARTERS FOR THE OPERATIONS OF THE CHILDREN'S ONCOLOGY GROUP (COG), PROVIDING ADMINISTRATIVE AS WELL AS STATISTICAL AND DATA MANAGEMENT SUPPORT. THE CHILDREN'S ONCOLOGY GROUP, A CLINICAL TRIALS GROUP SUPPORTED BY THE NATIONAL CANCER INSTITUTE, IS THE WORLD'S LARGEST ORGANIZATION DEVOTED EXCLUSIVELY TO CHILDHOOD AND ADOLESCENT CANCER RESEARCH. COG BRINGS TOGETHER MORE THAN 10,000 EXPERTS IN CHILDHOOD CANCER AT MORE THAN 200 INSTITUTIONS. THEY SUPPORT CLINICAL RESEARCH TRIALS THAT STUDY AND DETERMINE THE UNDERLYING BIOLOGY OF CHILDHOOD CANCERS, EMERGING TREATMENTS, SUPPORTIVE CARE, AND SURVIVORSHIP, AND CARE FOR 80-90% OF THE 13,500 CHILDREN AND ADOLESCENTS DIAGNOSED WITH CANCER EACH YEAR. COG IS STRUCTURED TO MAXIMIZE EFFICIENCY, PROMOTE COLLABORATION, AND RETAIN THE FLEXIBILITY TO FOCUS RESOURCES ON THE MOST PROMISING SCIENTIFIC ADVANCES. EXTENSIVE COLLABORATION AND INTEGRATION ARE FOUND THROUGHOUT COG'S ORGANIZATION. FOR EXAMPLE, THE STRATEGIC DECISION TO ESTABLISH THE FREESTANDING COG COORDINATING CENTER COMPOSED OF COG'S OPERATIONS AND KEY COMPONENTS OF COG'S STATISTICS & DATA CENTER, HELPS ENSURE THE LONG-TERM STABILITY OF THE COG RESEARCH ENTERPRISE AND ALLOWS FOR UNINTERRUPTED RESEARCH OPERATIONS THROUGH LEADERSHIP TRANSITIONS. AT ANY GIVEN TIME, THE COG IS SUPPORTING APPROXIMATELY 50 STUDIES IN DEVELOPMENT, 80 STUDIES ACTIVELY ENROLLING NEW SUBJECTS, AND 100 STUDIES CLOSED TO ENROLLMENT FOR WHICH DATA COLLECTION IS COMPLETED AND DATA ANALYSIS IS IN PROCESS. ANNUALLY, THE COG COORDINATING CENTER FACILITATES APPROXIMATELY 3,200 ENROLLMENTS ONTO COG THERAPEUTIC STUDIES AND MORE THAN 9,000 ENROLLMENTS ONTO NON-THERAPEUTIC STUDIES, WHICH INCLUDE BIOLOGY, SUPPORTIVE CARE, EPIDEMIOLOGY, QUALITY OF LIFE, BEHAVIORAL SCIENCE, AND LATE-EFFECT STUDIES. THE COORDINATING CENTER ALSO SUPPORTS THE ONGOING FOLLOW-UP DATA COLLECTION FOR THE MORE THAN 32,000 CHILDREN ANNUALLY WHO CONTINUE TO BE EVALUATED AT COG MEMBER INSTITUTIONS FOR STUDIES ON WHICH THEY HAVE COMPLETED THERAPY. IN 2023, THE FOOD AND DRUG ADMINISTRATION (FDA) SOUGHT DATA AND FINDINGS FOR BRENTUXIMAB VEDOTIN(BV, A DRUG THAT COULD BE USED WITH CHEMOTHERAPY FOR PATIENTS WITH CLASSICAL HODGKIN LYMPHOMA). THE FDA UTILIZED DATA FROM THE CHILDREN'S ONCOLOGY GROUP RANDOMIZED TRIAL OF 600 PATIENTS WITH HIGH-RISK HODGKIN LYMPHOMA. RESEARCH FINDINGS INDICATED THAT BV WAS AN EFFECTIVE MEDICATION FOR TREATING CHILDREN WITH CANCER AND INFORMED THE FDA'S APPROVAL OF THE DRUG-EXPANDING ACCESS TO THIS EFFECTIVE MEDICATION FOR PEDIATRIC CANCER PATIENTS. 80% OF CHILDREN WITH CANCER NOW SURVIVE 5 YEARS OR MORE AS A RESULT OF EFFORTS OF THE CHILDREN'S ONCOLOGY GROUP AND ITS PREDECESSORS.
Expenses $71,393,310 · Grants $8,145,785 · Revenue $71,393,310
-
THE CA BRIDGE PROGRAM IS DISRUPTING THE ADDICTION TREATMENT LANDSCAPE BY CHAMPIONING THE IDEA THAT SUBSTANCE USE DISORDER IS A CONDITION THAT CAN, AND SHOULD, BE TREATED BY MEDICAL PROFESSIONALS LIKE ANY OTHER LIFE-THREATENING MEDICAL CONDITION. MANY PEOPLE ASSUME THIS IS ALREADY POSSIBLE, BUT, IN FACT, MOST MEDICAL PROVIDERS DO NOT VIEW ADDICTION TREATMENT AS PART OF THEIR JOB. MOREOVER, THE STIGMATIZATION OF PEOPLE WHO USE DRUGS HAS BEEN COMMON PRACTICE WITHIN HEALTH CARE, CAUSING ADDITIONAL HARM AND INTERSECTING WITH OTHER SOCIAL DETERMINANTS OF HEALTH. THE GOAL OF CA BRIDGE IS TO TRANSFORM THE WAY PEOPLE WHO USE DRUGS GET HELP BY ENSURING THAT EVERY HOSPITAL IN CALIFORNIA PROVIDES 24/7 ACCESS TO EVIDENCE-BASED TREATMENT. TO ADVANCE THIS GOAL, WE ARE RAPIDLY BUILDING CAPACITY TO: -EXPAND MEDICATION FOR ADDICTION TREATMENT (MAT) IN CALIFORNIA HOSPITALS BY RAISING AWARENESS OF THE BENEFITS TO PATIENTS AND PROVIDERS. -HELP HOSPITALS IMPLEMENT THE CA BRIDGE MAT MODEL OF TREATMENT, CONNECTION AND CULTURE WITH RESOURCES, TRAINING, AND TECHNICAL SUPPORT. -DEMONSTRATE THE IMPACT OF HOSPITAL-BASED MAT PROGRAMS AND IMPROVE QUALITY OF CARE THROUGH RESEARCH AND EVALUATION. -PROMOTE SUSTAINABILITY OF HOSPITAL-BASED MAT PROGRAMS THROUGH POLICY AND SYSTEMS CHANGE. CORE ELEMENTS OF THE CA BRIDGE MODEL CA BRIDGE IS ADVANCING THE USE OF EVIDENCE-BASED MEDICATIONS FOR ADDICTION TREATMENT (MAT), MOST COMMONLY BUPRENORPHINE, WHICH HAS BEEN SHOWN TO REDUCE RELAPSE AMONG PEOPLE SUFFERING FROM OPIOID USE DISORDER. RECENTLY, A NUMBER OF HOSPITALS ACROSS THE COUNTRY HAVE STARTED PROVIDING MAT IN THEIR EMERGENCY ROOMS, BUT MANY USE RESTRICTIVE PROTOCOLS IN WHICH PATIENTS MUST UNDERGO MULTIPLE LAB TESTS, PSYCHOSOCIAL ASSESSMENTS, AND PAPERWORK BEFORE RECEIVING ANY TREATMENT. THE CA BRIDGE MODEL DRAMATICALLY LOWERS BARRIERS TO TREATMENT BY ELIMINATING MEDICALLY UNNECESSARY TESTS AND QUICKLY PROVIDING PATIENTS IN WITHDRAWAL WITH WHAT THEY ARE SEEKING-IMMEDIATE RELIEF FROM WITHDRAWAL SYMPTOMS. BY SIMPLIFYING THE PROCESS, THE CA BRIDGE MODEL WORKS IN THE REAL WORLD OF BUSY HOSPITAL EMERGENCY ROOMS. ONCE PATIENTS ARE STABILIZED, THEY ARE BETTER EQUIPPED TO ENGAGE IN CONVERSATION ABOUT LONG-TERM TREATMENT, WHICH THEY DO WITH A SUBSTANCE USE NAVIGATOR (SUN). THE SUN IS A PEER WHO COMES FROM THE COMMUNITY AND IS OFTEN IN RECOVERY. THE CA BRIDGE MODEL IS BASED ON A HARM REDUCTION PERSPECTIVE THAT EMPHASIZES RAPID, PATIENT-CENTERED CARE AND HUMAN CONNECTIONS. BY JUNE 2020, FIFTY-TWO HOSPITALS USING THE CA BRIDGE MODEL REPORTED: -MORE THAN 12,000 PATIENTS HAD BEEN IDENTIFIED WITH OPIOID USE DISORDER -MORE THAN 7,500 PATIENTS WERE PROVIDED WITH TREATMENT IN THE HOSPITALS -MORE THAN 5,600 PATIENTS WERE PRESCRIBED MEDICATION FOR ADDICTION TREATMENT (MAT), AND -NEARLY 5,000 PATIENTS WERE LINKED TO FOLLOW-UP CARE. THIS DEMONSTRATED SUCCESS HAD LED TO CONSIDERABLE GROWTH IN JUST A FEW YEARS, WITH 208 HOSPITALS IN CALIFORNIA IMPLEMENTING THE CA BRIDGE MODEL BY THE END OF 2020, HAVING EXPONENTIALLY GROWN FROM A PILOT OF JUST EIGHT HOSPITALS IN 2018.
Expenses $29,242,173 · Grants $22,483,379 · Revenue $29,242,173
-
THE PUBLIC HEALTH INSTITUTE SERVES AS THE FISCAL SPONSOR AND PARTNER FOR THE CENTER FOR WELLNESS AND NUTRITION (PHI CWN), WHICH IS HEADQUARTERED IN SACRAMENTO, CALIFORNIA. PHI CWN IS A NATIONAL LEADER IN DEVELOPING CAMPAIGNS, PROGRAMS, AND PARTNERSHIPS TO PROMOTE WELLNESS AND EQUITABLE HEALTH PRACTICES IN THE MOST VULNERABLE COMMUNITIES WORLDWIDE. PHI CWN HAS ESTABLISHED RELATIONSHIPS WITH LOCAL, STATE, NATIONAL, AND INTERNATIONAL ORGANIZATIONS, AND THROUGH EDUCATION, TRAINING, TECHNICAL ASSISTANCE, ADVOCACY, AND EVALUATION, WORKS TO MAKE HEALTH ACCESSIBLE FOR ALL. PHI CWN HAS BEEN INSTRUMENTAL FOR MORE THAN A DECADE IN ADVANCING SNAP-ED ACROSS CALIFORNIA (KNOWN AS CALFRESH HEALTHY LIVING), COLORADO AND USDA FNS SOUTHEASTERN REGION. ADDITIONALLY, CWN HAS EXPANDED ITS WORK TO GLOBAL LOCATIONS SUCH AS PUERTO RICO, PALAU, CHEROKEE NATION, AFRICA, LATIN AMERICA, AND ASIA. PHI CWN'S WORK IS SPREAD ACROSS 40 STATES, AND IT PARTNERS WITH 398 COMMUNITY-BASED ORGANIZATIONS WORLDWIDE TO INCREASE FOOD AND NUTRITION SECURITY AND REDUCE DIET-RELATED ILLNESSES AND CHRONIC DISEASES. PHI CWN PRIORITIZES CULTURALLY ROOTED PRACTICES AS STATED IN IT HEALTH EQUITY AND RACIAL JUSTICE PLATFORM. FOR EXAMPLE, IT CONVENES THE CALFRESH HEALTHY LIVING (CFHL) TRIBAL AMBASSADOR COMMITTEE THAT INCLUDES MEMBERS REPRESENTING DIVERSE TRIBAL PARTNERS FROM COMMUNITIES THROUGHOUT CALIFORNIA WHO PROVIDE FEEDBACK, GUIDANCE, AND SUGGESTIONS ON NUTRITION EDUCATION MATERIALS, HEALTHY TRADITIONAL RECIPES, AND PARTNERSHIPS DEVELOPMENT TO BETTER SERVE CALIFORNIA AMERICAN INDIAN ALASKAN NATIVE COMMUNITIES. THIS COMMITTEE HAS DEVELOPED A RANGE OF NEW CULTURALLY APPROPRIATE CFHL RESOURCES THAT PROMOTE HEALTHY LIVING AND TRADITIONAL FOODS. IN 2024, IN PARTNERSHIP WITH CALIFORNIA DEPARTMENT OF PUBLIC HEALTH'S OFFICE OF HEALTH EQUITY PHI CWN GRANTED $25 MILLION IN GRANTS TO 28 COMMUNITY BASED ORGANIZATIONS STATEWIDE FOR THE CHILDREN AND YOUTH BEHAVIORAL HEALTH INITIATIVE LOCAL-LEVEL CAMPAIGNS (CYBHI LLC), A PROGRAM CHARGED WITH REDUCING STIGMA RELATED TO MENTAL AND BEHAVIORAL HEALTH, INCREASING BEHAVIORAL HEALTH LITERACY AND ACCESS TO CULTURALLY APPROPRAITE RESOURCES THROUGH YOUTH-LED, LOCALLY DEVLEOPED CAMPAIGNS. THIS PROGRAM PRIORITIZES REACHING BLACK, LATINO, ASIAN-AMERICAN AND PACIFIC ISLANDER, NATIVE AMERICAN AND LGBTQ CHILDREN AND YOUTH. PHI CWN ALSO PARTNERED WITH LA COUNTY PUBLIC HEALTH TO RUN THE LOS ANGELES GROCERY VOUCHER PROGRAM THAT ADDRESSES RISING FOOD INSECURITY DUE TO COVID-19. FUNDED BY THE AMERICAN RESCUE PLAN ACT, THE PHI CWN TEAM, DISTRIBUTED OVER $11.8 MILLION IN FOOD BENEFITS THROUGH A NETWORK OF LOCAL CBOS AND VENDORS REACHING OVER 15,200 HOUSEHOLDS AND 58,000 INDIVIDUALS. THIS PROGRAM RECEIVED THE LOS ANGELES COUNTY'S PRESTIGIOUS PRODUCTIVITY AND QUALITY AWARD. IN THE SAME YEAR. PHI CWN HOSTED 23 TRAINING EVENTS AND OVER 20 COLLABORATIVES AND WORKGROUPS DIRECTLY REACHING 17, 668 INDIVIDUALS THROUGH SERICES OFFERED. CWN ALSO EXPANDED THE GLOBAL NUTRITION AND PARTNERSHIPS PROGRAM WITH GRANTS FROM THE ROBERT WOOD JOHNSON FOUNDATION TO ADDRESS INDIGENOUS BORDER HEALTH AND THE US STATE DEPARTMENT TO ADDRESS LEAD HEALTH IN INDIA. . THROUGH THIS PROGRAM, PHI CWN COLLABORATES ACROSS SECTORS IN RESEARCH, EDUCATION, AND PROGRAM IMPLEMENTATION TO ADDRESS GLOBAL HEALTH ISSUES. ROOTS OF CHANGE (ROC), ALSO A PROGRAM OF PHI, PARTNERED WITH PHI CWN IN 2022 TO JOINTLY WORK ON ENSURING A HEALTHY AND ACCESSIBLE FOOD SUPPLY CHAIN. THEY ARE PART OF A COALITION THAT WILL RECEIVE $35 MILLION OVER FIVE YEARS TO DEVELOP A SYSTEM FOR TRANSPARENT CONFIRMATION OF REGENERATIVE PRACTICES BY BEEF AND BISON PRODUCERS WORLDWIDE. ROC ALSO ADVOCATED SUCCESSFULLY WITH ITS FOOD AND FARM RESILIENCE COALITION PARTNERS FOR OVER $700 MILLION IN THE 2022-23 CALIFORNIA BUDGET, INCLUDING $15 MILLION EACH FOR THE CALIFORNIA NUTRITION INCENTIVE PROGRAM, THE HEALTHY REFRIGERATION GRANT PROGRAM, AND WEATHERIZATION OF FARMWORKER HOMES.
Expenses $27,417,791 · Grants $9,293,038 · Revenue $27,410,326
-
FOR 50 YEARS, PHI HAS IMPLEMENTED RESEARCH AND PROGRAMS TO IMPROVE THE HEALTH AND WELL-BEING OF PEOPLE ACROSS CALIFORNIA, THE U.S., AND THE WORLD. PHI IS A HUB FOR PUBLIC HEALTH INNOVATION, PROVIDING SUPPORTIVE INFRASTRUCTURE, RESOURCES, AND INTELLECTUAL COMMUNITY WITH SOME OF THE BEST MINDS IN PUBLIC HEALTH. WITH OVER 100 RESEARCHERS AND PROJECT DIRECTORS - AND OVER 1000 STAFF WORLDWIDE - PHI LEADS NEW RESEARCH, TESTS NOVEL INTERVENTIONS, AND IMPLEMENTS AND BUILDS CAPACITY FOR ON-THE-GROUND PROGRAMS TO ADDRESS NEW AND EMERGING PUBLIC HEALTH PROBLEMS. FOR EXAMPLE, PHI PROGRAMS COMPRISE ONE OF THE LARGEST OBESITY NETWORKS IN THE COUNTRY, ADDRESSING AN EPIDEMIC THAT HAS REACHED COMMUNITIES IN THE U.S. AND AROUND THE WORLD, RAISING THE RISK FOR CHRONIC DISEASES LIKE CANCER, HEART DISEASE, AND DIABETES. GLOBALLY, PHI IS DISMANTLING THE BARRIERS TO HEALTH AND OPPORTUNITY EXPERIENCED BY WOMEN AND GIRLS IN THE U.S. AND CREATING GENDER EQUITY PARTNERSHIPS. PHI IS DEVELOPING WORKFORCE PIPELINE PROGRAMS TO TRAIN AND GRADUATE HEALTH CARE PROFESSIONALS REPRESENTING THE DIVERSITY OF OUR POPULATION AND WHO WILL MEET THE GROWING DEMAND FOR CARE. PHI IS ALSO AT THE FOREFRONT OF THE OPIOID EPIDEMIC, SUPPORTING LOCAL MULTI-SECTOR COALITIONS ADDRESSING PREVENTION AND NEW SUBSTANCE USE DISORDER AND BEHAVIORAL HEALTH CARE MODELS. IMPLEMENTING PROGRAMS, SYSTEMS AND RESEARCH THAT CONNECT PUBLIC HEALTH AND HEALTH CARE DELIVERY THRU NEW DESIGN METHODS AND DATA TOOLS, WE ARE BRIDGING HISTORIC GAPS IN POPULATION HEALTH. PHI SPEARHEADS TRAININGS AND SOLUTIONS TO ADDRESS CLIMATE CHANGE, WHICH, ALTHOUGH TYPICALLY FRAMED AS AN ENVIRONMENTAL ISSUE, REPRESENTS A HUGE THREAT TO HUMAN HEALTH. TOGETHER, PHI PROGRAMS ARE HELPING TO CREATE HEALTHY COMMUNITIES WHERE INDIVIDUALS CAN ACHIEVE THEIR HIGHEST POTENTIAL. THE BREADTH OF PHI EXPERTISE AND EXPERIENCE POSITIONS US AS A PREMIER PARTNER AND LEADER IN PUBLIC HEALTH. SUSTAINING TECHNICAL AND ANALYTIC RESOURCES (STAR) IS A PROGRAM OF THE PUBLIC HEALTH INSTITUTE IMPLEMENTED IN PARTNERSHIP WITH THE UNIVERSITY OF CALIFORNIA, SAN FRANCISCO (UCSF) AND THE ASPEN MANAGEMENT PARTNERSHIP FOR HEALTH (AMP HEALTH), AND SUPPORTED BY THE UNITED STATES AGENCY FOR INTERNATIONAL DEVELOPMENT (USAID). STAR OFFERS PAID FELLOWSHIPS AND INTERNSHIPS FOR DYNAMIC, MULTIDISCIPLINARY, MISSION-DRIVEN LEADERS AT ALL CAREER LEVELS. STAR PROVIDES PARTICIPANTS WITH IMMERSIVE EXPERIENCES AT GLOBAL HEALTH ORGANIZATIONS AND INSTITUTIONS TO BUILD CAPACITY AND CONTRIBUTE TECHNICAL EXPERTISE TO ADDRESS HIGH-IMPACT NEEDS. STAR FELLOWS AND INTERNS PARTICIPATE IN CUSTOMIZED AND CURATED LEARNING ACTIVITIES TO ENHANCE KNOWLEDGE AND SKILLS GROWTH, EXPAND PROFESSIONAL NETWORKS, AND SUPPORT CAREER DEVELOPMENT. STAR PARTICIPANTS ARE PLACED AT USAID HEADQUARTERS OFFICES AND FIELD MISSIONS, UNITED NATIONS PROGRAMS, AND AT LOCAL MINISTRIES OF HEALTH. CUMULATIVELY, STAR HAS PLACED 143 FELLOWS AND 132 INTERNS, 72 OF WHICH ARE LOCAL COUNTRY NATIONALS AND 19 OF WHICH ARE THIRD COUNTRY NATIONALS, IN 34 COUNTRIES PLUS THE US. ADDITIONALLY, STAR IMPLEMENTS SPECIAL PARTNERSHIPS AND INITIATIVES TO SUPPORT USAID'S GOALS AND OBJECTIVES. ONE OF THESE IS PROMOTING AND ENHANCING DIVERSITY, EQUITY, INCLUSION, AND ACCESSIBILITY (DEIA) WITHIN THE GLOBAL HEALTH BUREAU OF USAID. A SECOND IS PROVIDING COVID-RELATED, GLOBAL TECHNICAL ASSISTANCE TO USAID PARTNERS THAT ARE IMPLEMENTING PATIENT MANAGEMENT SERVICES, SUCH AS OXYGEN THERAPY FOR PATIENTS WITH SEVERE COVID AND TESTING AND TREATMENT FOR PATIENTS WITH EARLY COVID INFECTIONS TO PREVENT SEVERE CASES. STAR IS ALSO REVIEWING THE IMPLEMENTATION OF THESE SERVICES BY USAID PARTNERS TO UNDERSTAND AND DISSEMINATE THE LEARNED LESSONS FOR IMPROVED SERVICE DELIVERY. FINALLY, STAR IS WORKING TO BUILD LEADERSHIP AND MANAGEMENT CAPACITY AMONG MALARIA AND TB TEAMS AT MINISTRIES OF HEALTH IN MULTIPLE COUNTRIES, BY EMBEDDING MANAGEMENT PARTNER CONSULTANTS WITHIN THE TEAMS TO HELP IMPROVE THEIR EFFICIENCY AND EFFECTIVENESS FOR GREATER RESULTS.
Expenses $122,136,726 · Grants $15,806,701 · Revenue $42,497,930
As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Dara Johnson Treseder
Board Chair
- Total calculated
- $0
- Hours/week
- 1
-
Dr Adaeze Enekwechi
Vice Chair
- Total calculated
- $0
- Hours/week
- 1
-
Dr Mary A Pittman
President & CEO
- Total calculated
- $707,799
- From this org
- $642,577
- From related orgs
- $0
- Other
- $65,222
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $504,939
- Bonus
- $116,509
- Other
- $21,129
- Deferred
- $33,000
- Nontaxable benefits
- $32,222
- Filer's total
- $707,799
-
Santiago Muoz
Secretary/Treasurer
- Total calculated
- $0
- Hours/week
- 1
-
Afia Asamoah
Board Member
- Total calculated
- $0
- Hours/week
- 1
-
Andrew Pines
Board Member
- Total calculated
- $0
- Hours/week
- 1
-
Anthony Barrueta
Board Member
- Total calculated
- $0
- Hours/week
- 1
-
Dr Michael Rodriguez
Special Advisor III
- Total calculated
- $268,656
- From this org
- $242,508
- From related orgs
- $0
- Other
- $26,148
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $226,522
- Bonus
- $12,750
- Other
- $3,236
- Deferred
- $22,690
- Nontaxable benefits
- $3,458
- Filer's total
- $268,656
-
Dr Paul Halverson
Board Member
- Total calculated
- $0
- Hours/week
- 1
-
Dr Paul Kuehnert
Board Member
- Total calculated
- $0
- Hours/week
- 1
-
Dr Sergio Gaxiola
Board Member
- Total calculated
- $0
- Hours/week
- 1
-
Nick Macchione
Board Member (through August 4, 2023)
- Total calculated
- $0
- Hours/week
- 1
-
Radha Muthiah
Board Member
- Total calculated
- $0
- Hours/week
- 1
-
Sarah Dash
Board Member
- Total calculated
- $0
- Hours/week
- 1
-
Dr Derrick Browning
Interim Chief Financial Officer
- Total calculated
- $261,813
- From this org
- $238,886
- From related orgs
- $0
- Other
- $22,927
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $223,428
- Bonus
- $15,000
- Other
- $458
- Deferred
- $10,752
- Nontaxable benefits
- $12,175
- Filer's total
- $261,813
-
Israel Ghebretinsae
CFO (TERM EXP August 2023)
- Total calculated
- $309,204
- From this org
- $271,554
- From related orgs
- $0
- Other
- $37,650
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $159,533
- Bonus
- $24,300
- Other
- $87,721
- Deferred
- $17,640
- Nontaxable benefits
- $20,010
- Filer's total
- $309,204
-
B Melange Matthews
Exec VP & Chief Operating Officer
- Total calculated
- $468,265
- From this org
- $411,140
- From related orgs
- $0
- Other
- $57,125
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $326,075
- Bonus
- $45,000
- Other
- $40,065
- Deferred
- $33,000
- Nontaxable benefits
- $24,125
- Filer's total
- $468,265
-
Leah Williams
CLO ( Term Exp June 2023)
- Total calculated
- $472,424
- From this org
- $441,012
- From related orgs
- $0
- Other
- $31,412
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $184,980
- Bonus
- $45,000
- Other
- $211,032
- Deferred
- $13,590
- Nontaxable benefits
- $17,822
- Filer's total
- $472,424
-
Matthew Marsom
Chief of Programs, Policy & Govt Relations
- Total calculated
- $353,691
- From this org
- $316,647
- From related orgs
- $0
- Other
- $37,044
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $246,104
- Bonus
- $45,000
- Other
- $25,543
- Deferred
- $26,206
- Nontaxable benefits
- $10,838
- Filer's total
- $353,691
-
Nicole Torrado
Interim Co-General Counsel
- Total calculated
- $256,824
- From this org
- $232,557
- From related orgs
- $0
- Other
- $24,267
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $230,845
- Bonus
- $1,000
- Other
- $712
- Deferred
- $23,052
- Nontaxable benefits
- $1,215
- Filer's total
- $256,824
-
Valerie McCann Woodson
Chief Human Resources Officer
- Total calculated
- $372,733
- From this org
- $313,539
- From related orgs
- $0
- Other
- $59,194
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $232,607
- Bonus
- $45,000
- Other
- $35,932
- Deferred
- $26,206
- Nontaxable benefits
- $32,988
- Filer's total
- $372,733
-
Dr Baker Maggwa
Expert Advisory Professional
- Total calculated
- $349,202
- From this org
- $290,920
- From related orgs
- $0
- Other
- $58,282
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $283,300
- Bonus
- $0
- Other
- $7,620
- Deferred
- $29,180
- Nontaxable benefits
- $29,102
- Filer's total
- $349,202
-
Dr Denise Dunning
Program Director IV
- Total calculated
- $286,602
- From this org
- $250,373
- From related orgs
- $0
- Other
- $36,229
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $245,589
- Bonus
- $4,061
- Other
- $723
- Deferred
- $23,043
- Nontaxable benefits
- $13,186
- Filer's total
- $286,602
-
Dr Lynn Silver
Research Program Director III
- Total calculated
- $284,241
- From this org
- $240,948
- From related orgs
- $0
- Other
- $43,293
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $183,479
- Bonus
- $0
- Other
- $57,469
- Deferred
- $20,884
- Nontaxable benefits
- $22,409
- Filer's total
- $284,241
-
Lalit Saluja
Sr Enterprise Applications Dir
- Total calculated
- $316,398
- From this org
- $255,748
- From related orgs
- $0
- Other
- $60,650
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $214,331
- Bonus
- $1,000
- Other
- $40,417
- Deferred
- $24,966
- Nontaxable benefits
- $35,684
- Filer's total
- $316,398
-
Susan Watson
Program Director IV
- Total calculated
- $282,656
- From this org
- $248,046
- From related orgs
- $0
- Other
- $34,610
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $203,945
- Bonus
- $2,550
- Other
- $41,551
- Deferred
- $21,662
- Nontaxable benefits
- $12,948
- Filer's total
- $282,656
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 · Compensation committee
- 3 · Form 990 of other organizations
- 3 · Compensation survey or study
- 3 · Approval by the board or compensation committee
- 4a · Severance or change-of-control payment
- 7 · Other non-fixed payments
Answered no
- 4b · Supplemental nonqualified retirement plan
- 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)
- Schedule J, Part I, Line 4a Severance or change-of-control payment
- Leah Williams received $200,000 severance Israel Ghebretinsae received $74,033 severance
- Schedule J, Part I, Line 7 Non-fixed payments
- The organization's CEO, Mary Pittman, received a non-fixed performance-based payment in 2023 that was awarded at the discretion of the Board of Directors. The following individuals received non-fixed performance-based payments during 2023 that were determined by the organization's CEO: -B. MELANGE MATTHEWS -LEAH WILLIAMS -ISRAEL GHEBRETINSAE -VALERIE MCCANN WOODSON -MATTHEW MARSOM -DR. DERRICK BROWNING -NICOLE TORRADO The following individuals received non-fixed performance-based payments during 2023 that were determined by their supervisor, the COO. -Lalit Saluja The following individuals received non-fixed performance-based payments during 2023 that were determined by the individual's respective Program Director or supervisor and approved by Human Resources: -Dr. Denise Dunning -Dr. Michael Rodriguez -Susan Watson
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
-
RESCUE AGENCY PUBLIC BENEFIT LLC
$9,194,538
Technical Assistance
-
$2,485,000
Technical Assistance
-
$2,165,000
Technical Assistance
-
$1,080,000
Technical Assistance
-
$951,204
Capacity Building
-
LUNDQUIST INSTITUTE FOR BIOMEDICAL
$926,858
Capacity Building
-
Technical Assistance
-
Capacity Building
-
CHILDREN'S HOSPITAL OF ORANGE COUNTY
$810,705
Capacity Building
-
ALTAMED HEALTH SERVICES CORPORATION
$783,341
Capacity Building
The 10 largest by cash amount. The API serves every itemized grant.
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.
-
PHI INDIA PRIVATED LIMITED
HEALTH SERVICES · IN · income $0 · assets $136,467
Directly controlled by PUBLIC HEALTH INSTITUTE
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 14 November 2024
- IRS schema version
- 2023v5.1
- Source object
- 202403199349307050
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
The source document this was parsed from is served over the API, which is where bulk and document access live.