Form 990 for tax year 2023

Totals

Total revenue

$670,244,562

Total expenses

$664,662,368

Contributions and grants received

$623,073,948

Grants paid

$0

Program service revenue

$46,549,780

Investment income

$619,922

Other revenue

$912

Total assets, end of year

$302,098,431

Total liabilities, end of year

$275,732,771

Net assets or fund balances, end of year

$26,365,660

Program services expenses (Part IX)

$635,205,172

Management and general expenses

$28,575,472

Fundraising expenses

$881,724

Program service expenses (Part III)

$635,205,172

Program services were 95.6% 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.

Mission and programs · 2023

• EPIDEMIOLOGY LABORATORY AND CAPACITY (ELC): CORE FUNDING:SINCE 1995, THE EPIDEMIOLOGY AND LABORATORY CAPACITY FOR PREVENTION AND CONTROL OF EMERGING INFECTIOUS DISEASES (ELC) COOPERATIVE AGREEMENT HAS BEEN CRITICAL TO U.S. HEALTH DEPARTMENTS' ABILITY TO COMBAT INFECTIOUS DISEASES. WHILE BEGINNING WITH ONLY 10 RECIPIENTS, THAT NUMBER INCREMENTALLY GREW, REACHING THE CURRENT COMPLEMENT OF 64 JURISDICTIONS IN 2012. FOR A QUARTER-CENTURY, THE ELC COOPERATIVE AGREEMENT HAS PROVIDED HUNDREDS OF MILLIONS EACH YEAR TO ALL 50 STATES, SEVERAL LARGE LOCAL HEALTH DEPARTMENTS, AND U.S. TERRITORIES AND AFFILIATES TO DETECT, RESPOND TO, CONTROL, AND PREVENT INFECTIOUS DISEASES. THE PRIMARY FOCUS OF THIS FUNDING HAS BEEN TO DETECT, PREVENT AND RESPOND TO THE GROWING THREATS POSED BY INFECTIOUS DISEASE THROUGH THREE CORE AREAS: SURVEILLANCE, DETECTION AND RESPONSE; PREVENTION AND INTERVENTION AND COMMUNICATIONS, COORDINATION AND PARTNERSHIPS. THROUGH THIS FUNDING, HELUNA HEALTH HAS PARTNERED WITH CALIFORNIA DEPARTMENT OF PUBLIC HEALTH SINCE 1995 TO BOTH BUILD AND STRENGTHEN PUBLIC HEALTH SYSTEMS RELATED TO COMMUNICABLE DISEASES IN CALIFORNIA.

  Expenses $291,480,674

• CHILDREN & YOUTH BEHAVIORAL HEALTH INITIATIVE PROGRAM:AS PART OF THE CHILDREN AND YOUTH BEHAVIORAL HEALTH INITIATIVE (CYBHI), DHCS IS ADMINISTERING GRANTS TO SCALE EVIDENCE-BASED AND COMMUNITY-DEFINED EVIDENCE PRACTICES (EBP/CDEP)[2] AND WILL UTILIZE FUNDS TO SUPPORT MULTIPLE STATEWIDE EFFORTS FOR ELIGIBLE ENTITIES, INCLUDING BEHAVIORAL HEALTH PROVIDERS, COMMUNITY-BASED ORGANIZATIONS, TRIBAL ORGANIZATIONS, HEALTH PLANS, COUNTIES AND OTHERS, AS SPECIFIED. THESE GRANTS WILL SUPPORT THE IMPLEMENTATION AND SCALING OF EBP/CDEPS TO IMPROVE OUTCOMES FOR CHILDREN AND YOUTH WITH EMERGING AND EXISTING BEHAVIORAL HEALTH (MENTAL HEALTH AND SUBSTANCE USE) NEEDS FOR CHILDREN AND YOUTH AGES 0-25, AS WELL AS THEIR PARENTS AND CAREGIVERS. HELUNA HEALTH IS PARTNERING WITH THE CA INSTITUTE FOR BEHAVIORAL HEALTH SOLUTIONS AS THE PRIMARY AWARDEE TO ADMINISTER THE CYBHI EBP/CDEP PROGRAM. CIBHS IS SERVING AS THE PRIME WITH HELUNA HEALTH AND HMA SERVING AS SUBS. HELUNA WILL PROVIDE SUPPORT WITH A SERIES OF PROJECT MANAGEMENT, FISCAL INTERMEDIARY, SUBCONTRACTING, AND PROGRAM MONITORING ACTIVITIES.

  Expenses $125,190,993

• WOMEN, INFANT AND CHILDREN PROGRAM:WIC, THE SPECIAL SUPPLEMENTAL NUTRITION PROGRAM FOR WOMEN, INFANTS AND CHILDREN, IS A USDA-FUNDED FOOD AND NUTRITION EDUCATION PROGRAM FOR PREGNANT, BREASTFEEDING, AND POSTPARTUM WOMEN, INFANTS AND CHILDREN UNDER THE AGE OF FIVE WHO ARE LOWER INCOME (UP TO 185% OF POVERTY) AND AT NUTRITIONAL RISK. ESTABLISHED IN 1974, THE GOAL OF THE WIC PROGRAM IS TO IMPROVE THE HEALTH AND NUTRITIONAL STATUS OF PARTICIPANTS DURING CRITICAL TIMES OF GROWTH AND DEVELOPMENT. CORE WIC SERVICES INCLUDE NUTRITIONAL EDUCATION, BREASTFEEDING EDUCATION AND SUPPORT, REFERRALS TO COMMUNITY SERVICES AND NUTRITIOUS FOODS (I.E. LOWER FAT MILK, FRUITS AND VEGETABLES, WHOLE GRAIN CEREALS, AND EGGS). APPROXIMATELY 20% OF THE INDIVIDUALS SERVED ARE WOMEN, 25% ARE INFANTS, AND THE REMAINING 55% ARE CHILDREN AGED ONE TO FIVE.PHFE WIC HAS BEEN PROVIDING HIGH-QUALITY WIC SERVICES IN SOUTHERN CALIFORNIA FOR NEARLY 50 YEARS. PHFE WIC STAFF SERVE A CURRENT CASELOAD OF OVER 190,000 PARTICIPANTS EACH MONTH THROUGH A HYBRID SERVICE DELIVERY MODEL THAT ALLOWS FOR BOTH VIRTUAL SERVICES AND IN-PERSON VISITS AT 31 WIC CENTERS STRATEGICALLY LOCATED IN HIGH-DENSITY AREAS OF NEED THROUGHOUT LOS ANGELES, ORANGE, AND SAN BERNARDINO COUNTIES.PHFE WIC HAS APPROXIMATELY 560 EMPLOYEES, WHICH INCLUDES OVER 225 NUTRITION PROFESSIONALS, OVER 60 BREASTFEEDING STAFF SUCH AS LACTATION CONSULTANTS AND BREASTFEEDING PEER COUNSELORS, AND OVER 250 PARAPROFESSIONAL STAFF PROVIDING CULTURALLY APPROPRIATE SERVICES TO ELIGIBLE FAMILIES.THE PHFE WIC PROGRAM IS THE LARGEST LOCAL AGENCY WIC PROGRAM IN THE COUNTRY SERVING APPROXIMATELY 3% OF THE NATION'S TOTAL AND 19% OF CALIFORNIA'S TOTAL WIC PARTICIPANTS. EIGHTY-FOUR PERCENT OF THE CLIENTS SERVED BY PHFE WIC ARE LATINO, 6% ARE AFRICAN AMERICAN, 6% ARE ASIAN, 3% ARE CAUCASIAN, AND 1% ARE NATIVE AMERICAN. PHFE WIC PROVIDES SERVICES AND WRITTEN INFORMATION IN ENGLISH, SPANISH, CHINESE, VIETNAMESE, KOREAN, ARABIC AND ARMENIAN.PHFE WIC HAS A VERY ROBUST ONLINE AND SOCIAL MEDIA PRESENCE: WWW.PHFEWIC.ORG.

  Expenses $52,116,616

• ALL OTHER PROGRAMSANGELS CHILD CARE FOOD PROGRAM:ANGELS CHILD CARE FOOD PROGRAM (CCFP) EDUCATES AND TRAINS LICENSED DAY CARE PROVIDERS TO PROVIDE NUTRITIOUS MEALS THAT PROMOTE LIFELONG, HEALTHY EATING HABITS IN CHILDREN. ANGELS CCFP SERVICES LICENSED DAYCARE PROVIDERS IN THE LOS ANGELES, ORANGE, RIVERSIDE, AND SAN BERNARDINO COUNTIES WITH A NUTRITION EDUCATION AND REIMBURSEMENT PROGRAM. ANGELS CCFP PLAYS A VITAL ROLE IN IMPROVING THE QUALITY OF DAYCARE AND MAKING IT MORE AFFORDABLE FOR MANY LOW-INCOME FAMILIES. PROVIDERS RECEIVE NUTRITION TRAINING AND MONITOR VISITS EVERY FOUR MONTHS TO ASSURE THAT THEY ARE PROVIDING THE REQUIRED MEALS TO CHILDREN IN THEIR CARE. EACH DAY, THOUSANDS OF CHILDREN RECEIVE NUTRITIOUS MEALS AND SNACKS THROUGH THE PROGRAM. THE CALIFORNIA EMERGING INFECTIONS PROGRAM (CEIP) IS ONE OF TEN EIP SITES. CEIP IS FUNDED BY THE CENTERS FOR DISEASE CONTROL AND PREVENTION (CDC) AND IS SPONSORED BY HELUNA HEALTH. AS PART OF THE EIP NETWORK, CEIP HAS BEEN AN INVALUABLE NATIONAL RESOURCE FOR THE SURVEILLANCE, PREVENTION, AND CONTROL OF EMERGING INFECTIOUS DISEASES. CEIP FUNCTIONS UNDER A COOPERATIVE AGREEMENT WITH CDC AND IS A COLLABORATION AMONG THE CALIFORNIA DEPARTMENT OF PUBLIC HEALTH, THE UC BERKELEY SCHOOL OF PUBLIC HEALTH, THE UC SAN FRANCISCO SCHOOL OF MEDICINE, AND MULTIPLE BAY AREA LOCAL HEALTH JURISDICTIONS. CEIP WAS INITIATED IN 1994 AND IT CURRENTLY EMPLOYS OVER 40 STAFF.SFHOT: THE SAN FRANCISCO HOMELESS OUTREACH TEAM IS A COLLABORATION BETWEEN THE SAN FRANCISCO DEPARTMENT OF HOMELESSNESS AND SUPPORTIVE HOUSING ("DHSH") AND HELUNA HEALTH. THE PROGRAM SEEKS TO REACH CHRONICALLY HOMELESS ADULTS ON THE STREETS OF SAN FRANCISCO THAT ARE HIGH-RISK, HARD-TO-ENGAGE, AND TYPICALLY DO NOT SEEK SERVICES. SFHOT CASE MANAGERS AND OUTREACH SPECIALISTS BUILD A RAPPORT WITH HOMELESS ADULTS AND CONNECT THEM WITH VITAL SERVICES SUCH AS TEMPORARY SHELTER, MENTAL HEALTH AND SUBSTANCE USE TREATMENT, AND PERMANENT HOUSING SOLUTIONS. HELUNA HEALTH PROVIDES ADMINISTRATIVE AND STAFFING SUPPORT FOR THIS PROGRAM TO ENSURE EFFECTIVE SERVICE DELIVERY.CONTRA COSTA HEALTH SERVICES-PUBLIC HEALTH DIVISION:PROVIDE CONSULTATION AND TECHNICAL ASSISTANCE WITH REGARD TO COMMUNITY HEALTH PROMOTION FOR HEALTH EMERGENCIES, PUBLIC HEALTH, ENVIRONMENTAL HEALTH, AND EMERGENCY MEDICAL SERVICES. CONTRA COSTA HEALTH, HOUSING AND HOMELESS SERVICES (H3):HELUNA HEALTH SUPPORTS CONTRA COSTA COUNTY'S HEALTH, HOUSING, AND HOMELESS SERVICES DIVISION (H3) BY OPERATING A HOMELESS SERVICE DELIVERY SYSTEM THAT INCLUDES STREET OUTREACH, RESPITE AND EMERGENCY SHELTERS, INDEPENDENT LIVING PROGRAMS FOR TRANSITION-AGE YOUTH, AND PERMANENT SUPPORTIVE HOUSING FOR ADULTS, YOUTH, AND FAMILIES. CONTRA COSTA COVID-19 ADULT COMMUNITY HEALTH AMBASSADOR PROGRAM:IN PARTNERSHIP WITH CONTRA COSTA HEALTH SERVICES, OFFICE OF THE DIRECTOR, HELUNA HEALTH IMPLEMENTED THE ADULT COMMUNITY HEALTH AMBASSADOR PROGRAM TO EDUCATE COMMUNITY MEMBERS ON A VARIETY OF COMMUNITY HEALTH TOPICS, INCLUDING INFECTIOUS DISEASE TRANSMISSION. CONTRA COSTA HEALTH WORKFORCE AMBASSADOR:HELUNA HEALTH PARTNERS WITH CONTRA COSTA COUNTY HEALTH SERVICES TO PROMOTE HEALTH EQUITY IN DISADVANTAGED COMMUNITIES. THIS FUNDING WILL BE USED TO ASSIST WITH RECRUITMENT AND HIRING OF TEMPORARY HEALTH AMBASSADORS FOR CCHS' HEALTH AMBASSADOR PROGRAM. THIS PROGRAM WILL PROVIDE HEALTH-RELATED WORK EXPERIENCE TO PARTICIPANTS AND STRENGTHEN LOCAL OUTREACH CAPACITY IN UNDERSERVED AREAS.CONTRA COSTA CORE:HELUNA HEALTH IS PARTNERING WITH CONTRA COSTA COUNTY HEALTH SERVICES TO LOCATE, ENGAGE, STABILIZE, AND HOUSE CHRONICALLY HOMELESS INDIVIDUALS IN CONTRA COSTA COUNTY. HELUNA HEALTH PROVIDES TECHNICAL ASSISTANCE AND HUMAN RESOURCE MANAGEMENT TO THE CORE PROGRAM.LOS ANGELES COUNTY HEALTH AGENCY SUPPORTIVE AND/OR HOUSING SERVICES: CAPACITY BUILDING TEMPORARY PERSONNEL SERVICES:PROVIDES TEMPORARY PERSONNEL SERVICES (TPS) IN ACCORDANCE WITH PROCEDURES APPROVED BY THE DEPARTMENT OF HEALTH SERVICES (DHS), AND CONSISTENT WITH LAWS, REGULATIONS, CURRENT HEALTH AND BEHAVIORAL HEALTH BEST PRACTICES AND STANDARDS, AND DHS' SUPPORTIVE AND/OR HOUSING SERVICES MASTER AGREEMENT (SHSMA). DHS LISTS 50 PERSONNEL CLASSIFICATIONS IN EACH OF THE WORK ORDERS. THE HELUNA HEALTH HR TEAM WORKS DIRECTLY WITH THE COUNTY TO FILL IN POSITIONS AS NEEDED. LOS ANGELES COUNTY HEALTH AGENCY SUPPORTIVE AND/OR HOUSING SERVICES: CAPACITY BUILDING - LOCAL HEALTH EMERGENCY TEMPORARY PERSONNEL SERVICES:PROVIDE TEMPORARY PERSONNEL SERVICES (TPS) IN ACCORDANCE WITH PROCEDURES APPROVED BY THE DEPARTMENT OF HEALTH SERVICES (DHS), AND CONSISTENT WITH LAWS, REGULATIONS, CURRENT HEALTH AND BEHAVIORAL HEALTH BEST PRACTICES AND STANDARDS, AND DHS' SUPPORTIVE AND/OR HOUSING SERVICES MASTER AGREEMENT (SHSMA). THERE ARE TWO PERSONNEL CLASSIFICATIONS UNDER THIS WORK ORDER (EMERGENCY MEDICAL TECHNICIAN -SITE TESTING AND SUPERVISING EMERGENCY MEDICAL TECHNICAL-SITE TESTING). THESE POSITIONS WILL WORK AT VARIOUS TESTING FACILITIES/SITES THROUGHOUT LOS ANGELES COUNTY THAT PROVIDE COVID-19 AND MPOX TESTING TO LOS ANGELES COUNTY RESIDENTS BY PREPARING, OPENING, OPERATING AND CLOSING THE TESTING FACILITIES/SITES. COVID MOBILE SITES AND MOBILE MPOX SITES:HELUNA HEALTH PARTNERS WITH THE LOS ANGELES COUNTY OF PUBLIC HEALTH TO INCREASE VACCINE ACCESS THROUGHOUT THE COUNTY BY SUPPORTING MOBILE VACCINATION CLINICS HOSTED BY COMMUNITY PARTNERS. MOBILE VACCINATION PARTNERS WORK CLOSELY WITH THEIR SERVED COMMUNITIES TO PROMOTE AND CONDUCT OUTREACH AND SCHEDULE EVENTS THAT MEET THE INTENDED PARTICIPANTS' LOGISTICAL, CULTURAL, AND LINGUISTIC NEEDS. HELUNA HEALTH REMAINS COMMITTED TO EQUITY AS A CORE TENET OF THE VACCINE DISTRIBUTION MISSION AND HAVE MADE SIGNIFICANT STRIDES IN DECREASING THE DISPARITY IN VACCINE UPTAKE IN CALIFORNIA.EPIDEMIOLOGY LABORATORY AND CAPACITY (ELC) CDC COVID-19 REOPENING SCHOOLS:HELUNA HEALTH AND THE CALIFORNIA DEPARTMENT OF PUBLIC HEALTH EMBARKED AND CONTRACTED TOGETHER DURING THE HEIGHT OF COVID-19 RESPONSE EFFORTS ON A COVID TESTING PROJECT. THE PURPOSE OF THIS PROJECT IS TO ENABLE K-12 SCHOOLS TO ESTABLISH COVID-19 SCREENING TESTING PROGRAMS TO SUPPORT IN- PERSON LEARNING THROUGHOUT THE STATE, HELUNA HEALTH DIRECTLY SUPPORTS K-12 PRIVATE, INDEPENDENT, DISTRICTS, AND CHARTER ORGANIZATIONS IN THEIR TESTING EFFORTS THROUGH VARIOUS SUPPORT MECHANISMS. THESE HAVE INCLUDED THE FOLLOWING: 1. PROVIDING WEEKLY ONSITE TESTING SUPPORT THROUGH ONE OF OUR DESIGNATED VENDORS 2. PROVIDING FREE TEST KITS TO SCHOOL SITES THAT HAVE A PRE- ESTABLISHED TESTING PLAN IMPLEMENTED (BOTH PROFESSIONAL TEST KITS USED ON SCHOOL CAMPUSES AND OTC TEST KITS THAT ARE DISTRIBUTED FOR AT HOME USE) AND 3. ALLOCATING FUNDING TO SUPPORT SCHOOLS WITH EXISTING SCHOOL-BASED TESTING PROGRAMS.

  Expenses $166,416,889 · Revenue $46,550,692

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

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

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.

Provenance

Return type

form_990

Tax year

2023

Filed

8 March 2025

IRS schema version

2023v6.0

Source object

202500709349300225

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

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