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← PUBLIC HEALTH FOUNDATION

Form 990 for tax year 2023

Filed by PUBLIC HEALTH FOUNDATION.

What the amendment changed

Compared with the return it replaced , filed 7 November 2024. matched by us Only the return's totals, a 990-PF's accounting method and the names listed in Part VII (Part VIII on a 990-PF) are compared. We relate returns by organization, tax year and form, and order them by each return's own timestamp; the filer's own "amended return" checkbox is a separate fact.

Total revenue
$12,130,636 changed to $12,130,447
Program service revenue
$3,592,959 changed to $3,634,395
Other revenue
$41,815 changed to $190
Program services expenses
$10,149,423 changed to $10,149,422
Management and general expenses
$1,259,966 changed to $1,259,967
Program service expenses (Part III)
$10,149,423 changed to $10,149,422

Listed only on the later return

  • Carol Moehrle

Listed under a different title

  • Gabrielle Taylor: DIRECTOR then SENIOR PROGRAM MANAGER
  • Jennifer Harmon: DIRECTOR then ENGAGEMENT MANAGER

Totals

Total revenue
$12,130,447
Total expenses
$11,409,389
Contributions and grants received
$8,334,956
Grants paid
$0
Program service revenue
$3,634,395
Investment income
$160,906
Other revenue
$190
Total assets, end of year
$7,703,169
Total liabilities, end of year
$1,985,928
Net assets or fund balances, end of year
$5,717,241
Program services expenses (Part IX)
$10,149,422
Management and general expenses
$1,259,967
Fundraising expenses
$0
Program service expenses (Part III)
$10,149,422

Program services were 89.0% 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.

  • 1e · Government grants (contributions)

    $8,334,956

  • 2a · Program service revenue: TRAIN PROGRAM

    total $2,379,721 · related or exempt $2,379,721

  • 2b · Program service revenue: CONTRACTS AND FEES

    total $1,138,285 · related or exempt $1,138,285

  • 2c · Program service revenue: PUBLICATIONS

    total $116,389 · related or exempt $116,389

  • 3 · Investment income

    total $160,906 · excluded $160,906

  • 5 · Royalties

    total $190 · excluded $190

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $891,769 · program services $378,397 · management and general $513,372

  • 7 · Other salaries and wages

    total $2,403,353 · program services $2,061,382 · management and general $341,971

  • 8 · Pension plan contributions

    total $179,177 · program services $157,868 · management and general $21,309

  • 9 · Other employee benefits

    total $446,354 · program services $347,115 · management and general $99,239

  • 10 · Payroll taxes

    total $240,747 · program services $180,829 · management and general $59,918

  • 11c · Fees: accounting

    total $32,150 · management and general $32,150

  • 11g · Fees: other

    total $6,023,684 · program services $5,973,693 · management and general $49,991

  • 13 · Office expenses

    total $156,478 · program services $154,156 · management and general $2,322

  • 16 · Occupancy

    total $212,459 · program services $212,459

  • 17 · Travel

    total $131,578 · program services $108,545 · management and general $23,033

  • 19 · Conferences, conventions and meetings

    total $199,272 · program services $176,180 · management and general $23,092

  • 22 · Depreciation, depletion and amortization

    total $265,742 · program services $229,131 · management and general $36,611

  • 24a · Other expenses: OTHER COSTS

    total $95,762 · program services $50,873 · management and general $44,889

  • 24b · Other expenses: COMMUNICATIONS

    total $52,450 · program services $52,450

  • 24c · Other expenses: MAINTENANCE

    total $43,593 · program services $35,220 · management and general $8,373

  • 24d · Other expenses: DISTRIBUTION CENTER

    total $31,124 · program services $31,124

  • 24e · All other expenses

    total $3,697 · management and general $3,697

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $727,687 · end of year $1,013,777

  • 4 · Accounts receivable

    beginning of year $777,561 · end of year $999,232

  • 8 · Inventories for sale or use

    beginning of year $80,837 · end of year $81,228

  • 9 · Prepaid expenses and deferred charges

    beginning of year $163,162 · end of year $184,263

  • 10a · Land, buildings and equipment: cost or other basis

    $307,653

  • 10b · Land, buildings and equipment: accumulated depreciation

    $246,566

  • 10c · Land, buildings and equipment, net

    beginning of year $94,398 · end of year $61,087

  • 12 · Investments: other securities

    beginning of year $3,405,254 · end of year $3,806,392

  • 14 · Intangible assets

    beginning of year $1,192,551 · end of year $963,420

  • 15 · Other assets

    beginning of year $760,881 · end of year $593,770

  • 17 · Accounts payable and accrued expenses

    beginning of year $596,878 · end of year $498,375

  • 19 · Deferred revenue

    beginning of year $919,763 · end of year $950,485

  • 25 · Other liabilities

    beginning of year $711,605 · end of year $537,068

  • 27 · Net assets without donor restrictions

    beginning of year $4,974,085 · end of year $5,717,241

Mission and programs · 2023

Mission

ADVANCE THE PUBLIC HEALTH WORKFORCE TO ACHIEVE ORGANIZATIONAL EXCELLENCE.

  • THE TRAIN LEARNING NETWORK IS THE TRUSTED LEADER IN PROVIDING TRAINING AND OTHER LEARNING OPPORTUNITIES TO PUBLIC HEALTH, HEALTHCARE, BEHAVIORAL HEALTH, PREPAREDNESS, AND OTHER HEALTH PROFESSIONALS. TRAIN IS A NATIONAL, LINKED LEARNING MANAGEMENT SYSTEM THAT REACHES MILLIONS OF HEALTH WORKERS AND BRINGS TOGETHER A COMMUNITY OF PARTNERS DEDICATED TO BUILDING A STRONG HEALTH WORKFORCE TO ENSURE POPULATION HEALTH IN AN INCREASINGLY COMPLEX ENVIRONMENT WITH RAPIDLY EMERGING AND EVOLVING NEEDS. A WELL CONNECTED, COMPETENT AND FLEXIBLE WORKFORCE IS MORE IMPORTANT THAN EVER. MOST OF THE COURSES ON TRAIN ARE FREE OF CHARGE TO LEARNERS.

    Expenses $6,984,201 · Revenue $2,379,721

  • PHF STAFF SUPPORTING THE COUNCIL ON LINKAGES BETWEEN ACADEMIA AND PUBLIC HEALTH PRACTICE (COUNCIL ON LINKAGES) FACILITATE DEVELOPING CONSENSUS ACROSS 24 DIVERSE NATIONAL ORGANIZATIONS WORKING TO IMPROVE PUBLIC HEALTH AND POPULATION HEALTH PRACTICE, EDUCATION, AND RESEARCH. PHF HAS ALSO EXPANDED WORK TO STRENGTHEN LINKAGES BETWEEN PUBLIC HEALTH, AND HEALTHCARE COMMUNITIES. IN 2021, THE COUNCIL ON LINKAGES ADOPTED THE REVISED CORE COMPETENCIES FOR PUBLIC HEALTH PROFESSIONALS, ADDRESSING CONTEMPORARY PUBLIC HEALTH ISSUES AND NEEDS. THESE COMPETENCIES ARE USED BY THE MAJORITY OF U.S. STATE, TRIBAL, LOCAL, AND TERRITORIAL HEALTH DEPARTMENTS. PHF AND THE COUNCIL ON LINKAGES ARE ALSO HOME TO THE ACADEMIC HEALTH DEPARTMENT (AHD) LEARNING COMMUNITY, AN INITIATIVE THAT ENABLES KNOWLEDGE EXCHANGE AND COLLABORATION AROUND USE OF THE AHD MODEL TO ENHANCE PUBLIC HEALTH EDUCATION, RESEARCH, AND SERVICE.

    Expenses $971,802

  • PHF ASSISTS PUBLIC HEALTH ORGANIZATIONS IN EFFORTS TO IMPROVE THEIR PERFORMANCE AND ACHIEVE THEIR PUBLIC HEALTH OBJECTIVES. THIS IS ACCOMPLISHED THROUGH: 1) DEVELOPING AND COMMUNICATING TRAINING AND KEY MESSAGES, SUCH AS PROVIDING CURRENT AND CRITICAL INFORMATION ABOUT COVID-19 AND INFLUENZA VACCINATIONS; 2) ASSESSING AND DOCUMENTING ADHERENCE TO POLICIES, PROCEDURES, AND ORGANIZATIONAL PROTOCOLS; 3) ASSESSING IMPACTS OF PROGRAM PERFORMANCE ON HEALTH; AND 4) DEVELOPING RECOMMENDATIONS ON WAYS TO IMPROVE PROGRAM PERFORMANCE. PHF HAS PLAYED A MAJOR ROLE THROUGHOUT THE COVID-19 PANDEMIC, HELPING PUBLIC HEALTH AND HEALTHCARE PROVIDERS FIND AND ACCESS TIMELY INFORMATION NECESSARY FOR APPROPRIATE ACTIONS. PHF ALSO IS WORKING TO ADDRESS THE NEED FOR PEOPLE TO RECEIVE THEIR ROUTINE AND SEASONAL IMMUNIZATIONS.

    Expenses $1,313,022 · Revenue $96,593

  • PHF HELPS ORGANIZATIONS PRIORITIZE CHALLENGES AND MAKE MEASURABLE IMPROVEMENTS THROUGH ITS PERFORMANCE IMPROVEMENT CONSULTING SERVICES. SOMETIMES THIS REQUIRES IMPROVING INTERNAL PROCESSES THAT RESULT IN IMPROVED EFFICIENCY, EFFECTIVENESS, AND BETTER INTERNAL AND EXTERNAL CUSTOMER SERVICE. OTHER TIMES, THIS REQUIRES WORKING WITH STAKEHOLDER COLLABORATIVES TO BETTER UNDERSTAND ROOT CAUSES OF HEALTH PROBLEMS, ALIGN AND REFINE DIVERSE EFFORTS OF STAKEHOLDERS, AND ACHIEVE IMPROVEMENTS IN COMMUNITY HEALTH. WHETHER FOCUSING INTERNALLY, EXTERNALLY, OR BOTH, PHF HELPS ORGANIZATIONS ACHIEVE REAL IMPROVEMENT AND IMPACT.THESE TECHNICAL ASSISTANCE AND TRAINING SERVICES PROVIDE FACILITATION AND COACHING TO PUBLIC HEALTH ORGANIZATIONS TO AID DEPARTMENTS, AGENCIES, BOARDS, DIVISIONS AND THEIR COMMUNITY AND HEALTHCARE PARTNERS IN IMPLEMENTING PERFORMANCE MANAGEMENT, QUALITY IMPROVEMENT, AND WORKFORCE DEVELOPMENT. ALL OF THESE SERVICES ARE FACILITATED ON-SITE AND REMOTE BY PHF'S EXPERTS.THE LEARNING RESOURCE CENTER (LRC) IS AN ONLINE BOOKSTORE DEDICATED TO PROVIDING PROFESSIONALS WITH THE EDUCATIONAL AND TRAINING MATERIALS THEY NEED TO BETTER PROTECT PUBLIC HEALTH AND PROMOTE HEALTHY COMMUNITIES.THE PHF WEBSITE (WWW.PHF.ORG) PROVIDES TRUSTED INFORMATION, AND HUNDREDS OF TOOLS AND RESOURCES THAT HELP PUBLIC HEALTH AND HEALTHCARE ORGANIZATIONS OPERATE MORE EFFECTIVELY AND EFFICIENTLY, TO IMPROVE COMMUNITY HEALTH.COMMUNICATION AND CROSS-SECTOR COLLABORATIONS. PHF WORKS ACROSS SECTORS TO BUILD CAPACITY WHERE IT IS NEEDED AND BRING OUT THE BEST IN THOSE WORKING FOR HEALTHIER COMMUNITIES. WE HELP ORGANIZATIONS CONNECT AND MORE EFFECTIVELY USE INFORMATION TO MANAGE AND IMPROVE PERFORMANCE, UNDERSTAND AND USE DATA AND STRENGTHEN THE WORKFORCE.

    Expenses $880,397 · Revenue $1,158,081

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

Listed in Part VII

  • Bruce Dart

    CHAIR

    Total calculated
    $0
    Hours/week
    1
  • Eduardo Sanchez

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Amy Lee

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Judith Sartucci

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Denise Fair Razo

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    1
  • Les Beitsch

    DIRECTOR

    Total calculated
    $29,200
    From this org
    $29,200
    From related orgs
    $0
    Other
    $0
    Hours/week
    1
  • Joe Finkbonner

    SECRETARY/TREASURER

    Total calculated
    $0
    Hours/week
    1
  • Kaye Bender

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Kevin Watkins

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Mona Zuffante

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Joan Duwve

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Valerie Usher

    CFO

    Total calculated
    $247,462
    From this org
    $213,630
    From related orgs
    $0
    Other
    $33,832
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $213,630
    Bonus
    $0
    Other
    $0
    Deferred
    $21,760
    Nontaxable benefits
    $12,072
    Filer's total
    $247,462
  • Sue Madden

    COO

    Total calculated
    $291,824
    From this org
    $254,039
    From related orgs
    $0
    Other
    $37,785
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $254,039
    Bonus
    $0
    Other
    $0
    Deferred
    $25,699
    Nontaxable benefits
    $12,086
    Filer's total
    $291,824
  • Ron Bialek

    PRESIDENT/CEO

    Total calculated
    $353,857
    From this org
    $299,002
    From related orgs
    $0
    Other
    $54,855
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $299,002
    Bonus
    $0
    Other
    $0
    Deferred
    $30,747
    Nontaxable benefits
    $24,108
    Filer's total
    $353,857
  • Shauna Fitzgerald

    TRAIN DIRECTOR

    Total calculated
    $158,185
    From this org
    $141,389
    From related orgs
    $0
    Other
    $16,796
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $141,389
    Bonus
    $0
    Other
    $0
    Deferred
    $15,919
    Nontaxable benefits
    $877
    Filer's total
    $158,185
  • Michael Barry

    DIRECTOR STRATEGIC PARTNER

    Total calculated
    $226,121
    From this org
    $183,372
    From related orgs
    $0
    Other
    $42,749
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $183,372
    Bonus
    $0
    Other
    $0
    Deferred
    $18,756
    Nontaxable benefits
    $23,993
    Filer's total
    $226,121
  • Kathleen Amos

    DIRECTOR ACADEMIC/PRACTICE

    Total calculated
    $130,507
    From this org
    $101,331
    From related orgs
    $0
    Other
    $29,176
    Hours/week
    40
  • Jennifer Harmon

    ENGAGEMENT MANAGER

    Total calculated
    $134,104
    From this org
    $108,185
    From related orgs
    $0
    Other
    $25,919
    Hours/week
    40
  • Gabrielle Taylor

    SENIOR PROGRAM MANAGER

    Total calculated
    $131,731
    From this org
    $108,734
    From related orgs
    $0
    Other
    $22,997
    Hours/week
    40
  • Carol Moehrle

    DIRECTOR

    Total calculated
    $25,000
    From this org
    $25,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    1

    Schedule J breakdown matched by us

    Base
    $25,000
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $25,000

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 · Approval by the board or compensation committee

Answered no

  • 4a · Severance or change-of-control payment
  • 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
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

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.

Provenance

Return type
form_990
Tax year
2023
Filed
16 April 2025
IRS schema version
2023v6.0
Source object
202521079349300317

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