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 MoehrleCAROL MOEHRLE
Listed under a different title
- Gabrielle TaylorGABRIELLE TAYLOR: DIRECTOR then SENIOR PROGRAM MANAGER
- Jennifer HarmonJENNIFER 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 DartBRUCE DART
CHAIR
- Total calculated
- $0
- Hours/week
- 1
-
Eduardo SanchezEDUARDO SANCHEZ
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Amy LeeAMY LEE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Judith SartucciJUDITH SARTUCCI
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Denise Fair RazoDENISE FAIR RAZO
VICE CHAIR
- Total calculated
- $0
- Hours/week
- 1
-
Les BeitschLES BEITSCH
DIRECTOR
- Total calculated
- $29,200
- From this org
- $29,200
- From related orgs
- $0
- Other
- $0
- Hours/week
- 1
-
Joe FinkbonnerJOE FINKBONNER
SECRETARY/TREASURER
- Total calculated
- $0
- Hours/week
- 1
-
Kaye BenderKAYE BENDER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Kevin WatkinsKEVIN WATKINS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Mona ZuffanteMONA ZUFFANTE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Joan DuwveJOAN DUWVE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Valerie UsherVALERIE 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 MaddenSUE 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 BialekRON 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 FitzgeraldSHAUNA 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 BarryMICHAEL 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 AmosKATHLEEN AMOS
DIRECTOR ACADEMIC/PRACTICE
- Total calculated
- $130,507
- From this org
- $101,331
- From related orgs
- $0
- Other
- $29,176
- Hours/week
- 40
-
Jennifer HarmonJENNIFER HARMON
ENGAGEMENT MANAGER
- Total calculated
- $134,104
- From this org
- $108,185
- From related orgs
- $0
- Other
- $25,919
- Hours/week
- 40
-
Gabrielle TaylorGABRIELLE TAYLOR
SENIOR PROGRAM MANAGER
- Total calculated
- $131,731
- From this org
- $108,734
- From related orgs
- $0
- Other
- $22,997
- Hours/week
- 40
-
Carol MoehrleCAROL 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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