Skip to content
Nonprofiteer
← INSTITUTE FOR PUBLIC HEALTH INNOVATION

Form 990 for tax year 2022

Filed by INSTITUTE FOR PUBLIC HEALTH INNOVATION.

Totals

Total revenue
$17,117,898
Total expenses
$17,243,084
Contributions and grants received
$15,546,581
Grants paid
$2,762,109
Program service revenue
$1,297,328
Investment income
$268,627
Other revenue
$5,362
Total assets, end of year
$14,536,164
Total liabilities, end of year
$2,161,974
Net assets or fund balances, end of year
$12,374,190
Program services expenses (Part IX)
$14,870,457
Management and general expenses
$2,217,161
Fundraising expenses
$155,466
Program service expenses (Part III)
$14,870,457

Program services were 86.2% 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)

    $15,117,081

  • 1f · All other contributions, gifts and grants

    $429,500

  • 2a · Program service revenue: PROGRAM SERVICE FEES

    total $1,297,328 · related or exempt $1,297,328

  • 3 · Investment income

    total $286,793 · excluded $286,793

  • 7a · Gross sales of assets other than inventory

    securities $2,553,931

  • 7b · Less cost or other basis and sales expenses

    securities $2,572,097

  • 7c · Gain or loss

    securities -$18,166

  • 7d · Net gain or loss

    total -$18,166 · excluded -$18,166

  • 11a · Other revenue: HONORARIUMS

    total $4,800 · excluded $4,800

  • 11b · Other revenue: REIMBURSEMENTS

    total $362 · excluded $362

  • 11c · Other revenue: MISCELLANEOUS OTHER INCOME

    total $200 · excluded $200

  • 11e · Other revenue, total

    $5,362

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $2,762,109 · program services $2,762,109

  • 5 · Compensation of officers, directors and key employees

    total $223,419 · program services $200,737 · management and general $20,339 · fundraising $2,343

  • 7 · Other salaries and wages

    total $9,590,763 · program services $8,617,034 · management and general $873,147 · fundraising $100,582

  • 8 · Pension plan contributions

    total $319,617 · program services $287,181 · management and general $29,084 · fundraising $3,352

  • 9 · Other employee benefits

    total $994,108 · program services $893,218 · management and general $90,464 · fundraising $10,426

  • 10 · Payroll taxes

    total $689,707 · program services $619,710 · management and general $62,763 · fundraising $7,234

  • 11b · Fees: legal

    total $11,416 · management and general $11,416

  • 11c · Fees: accounting

    total $333,128 · management and general $333,128

  • 11f · Fees: investment management

    total $16,033 · management and general $16,033

  • 11g · Fees: other

    total $1,421,445 · program services $1,054,703 · management and general $340,476 · fundraising $26,266

  • 13 · Office expenses

    total $117,314 · program services $39,726 · management and general $77,555 · fundraising $33

  • 14 · Information technology

    total $152,810 · program services $54,801 · management and general $94,615 · fundraising $3,394

  • 16 · Occupancy

    total $183,742 · program services $92,563 · management and general $89,587 · fundraising $1,592

  • 17 · Travel

    total $109,373 · program services $82,330 · management and general $26,898 · fundraising $145

  • 19 · Conferences, conventions and meetings

    total $204,438 · program services $165,021 · management and general $39,417

  • 22 · Depreciation, depletion and amortization

    total $1,846 · management and general $1,846

  • 23 · Insurance

    total $51,291 · management and general $51,291

  • 24a · Other expenses: BAD DEBT EXPENSE

    total $48,560 · management and general $48,560

  • 24b · Other expenses: DUES AND SUBSCRIPTIONS

    total $11,965 · program services $1,324 · management and general $10,542 · fundraising $99

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $7 · end of year $138,459

  • 2 · Savings and temporary cash investments

    beginning of year $6,575,101 · end of year $4,479,218

  • 3 · Pledges and grants receivable

    beginning of year $6,304 · end of year $36,051

  • 4 · Accounts receivable

    beginning of year $7,078,457 · end of year $2,082,894

  • 9 · Prepaid expenses and deferred charges

    beginning of year $15,132 · end of year $42,926

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

    $68,963

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

    $61,560

  • 10c · Land, buildings and equipment, net

    beginning of year $4,249 · end of year $7,403

  • 11 · Investments: publicly traded securities

    beginning of year $82,950 · end of year $5,786,654

  • 12 · Investments: other securities

    beginning of year $1,851,206 · end of year $1,815,198

  • 15 · Other assets

    beginning of year $7,800 · end of year $147,361

  • 17 · Accounts payable and accrued expenses

    beginning of year $2,382,221 · end of year $1,514,586

  • 19 · Deferred revenue

    beginning of year $777,965 · end of year $495,764

  • 25 · Other liabilities

    beginning of year $12,000 · end of year $151,624

  • 27 · Net assets without donor restrictions

    beginning of year $12,204,555 · end of year $12,279,062

  • 28 · Net assets with donor restrictions

    beginning of year $244,465 · end of year $95,128

Mission and programs · 2022

Mission

IPHI DEVELOPS MULTI-SECTOR PARTNERSHIPS AND INNOVATIVE SOLUTIONS TO IMPROVE THE PUBLIC'S HEALTH AND WELL-BEING ACROSS MARYLAND, VIRGINIA AND THE DISTRICT OF COLUMBIA. OUR WORK STRENGTHENS HEALTH SYSTEMS AND POLICY, ENHANCES CONDITIONS THAT PROMOTE HEALTH, AND BUILDS COMMUNITY CAPACITY TO ENSURE EQUITABLE HEALTH OPPORTUNITIES FOR ALL.

  • COMMUNITY OUTREACH AND HEALTH PROMOTION SERVICES - IPHI PARTNERS WITH HEALTHCARE PROVIDERS, GOVERNMENT AGENCIES, AND OTHERS TO DESIGN, IMPLEMENT, AND EVALUATE COMMUNITY-BASED APPROACHES TO COMMUNITY ENGAGEMENT, HEALTH PROMOTION AND DISEASE PREVENTION, AND THE OVERALL IMPROVEMENT OF ACCESSIBLE, QUALITY, AND EQUITABLE HEALTH AND HUMAN SERVICES. AS PART OF THIS INITIATIVE, IPHI EMPLOYS AND SUPPORTS COMMUNITY HEALTH WORKERS WHO SERVE AS LIAISONS BETWEEN HEALTH AND SOCIAL SERVICES AND THE COMMUNITY TO FACILITATE ACCESS TO SERVICES AND IMPROVE THE QUALITY AND CULTURAL RESPONSIVENESS OF SERVICE DELIVERY. IPHI ALSO ASSISTS PUBLIC HEALTH DEPARTMENTS AND COMMUNITY ORGANIZATIONS TO SCALE UP OR AUGMENT THEIR WORKFORCE IN RESPONSE TO PUBLIC HEALTH EMERGENCIES BY PROVIDING RECRUITMENT, EMPLOYMENT AND MANAGEMENT SUPPORT SERVICES.

    Expenses $8,477,384 · Grants $95,395

  • POLICY AND HEALTH SYSTEMS IMPROVEMENT - IPHI WORKS WITH PARTNERS TO PURSUE POLICY, SYSTEMS, AND ENVIRONMENTAL CHANGES THAT CREATE HEALTHIER COMMUNITIES FOR ALL. THE ORGANIZATION PROVIDES TECHNICAL ASSISTANCE TO HELP STATE AND LOCAL LEADERS DEVELOP AND IMPLEMENT INITIATIVES THAT PROMOTE EQUITABLE COMMUNITY CONDITIONS FOR HEALTH AND WELL-BEING. IPHI ALSO PROVIDES ORGANIZATIONAL, FACILITATIVE, TECHNICAL AND MANAGEMENT SUPPORT TO ENABLE COMMUNITY COALITIONS AND MULTI-SECTOR PARTNERSHIPS TO IMPLEMENT COLLABORATIVE PUBLIC HEALTH PROGRAMS AND ADVOCATE FOR AND LEAD SYSTEMS IMPROVEMENT.

    Expenses $5,175,039 · Grants $2,666,714 · Revenue $1,295,328

  • TRAINING AND WORKFORCE DEVELOPMENT - IPHI SUPPORTS PUBLIC HEALTH PROFESSIONALS TO ENHANCE THEIR KNOWLEDGE, TECHNICAL SKILLS, FUNCTIONAL EXPERTISE, AND LEADERSHIP CAPABILITIES. BY COORDINATING EDUCATIONAL SESSIONS ON EMERGING PUBLIC HEALTH TOPICS, FACILITATING COMMUNITIES OF PRACTICE, AND LEADING BOTH CLASSROOM-BASED WORKSHOPS AND VIRTUAL TRAININGS, IPHI SUPPORTS THE EMPOWERMENT OF PROFESSIONALS, ORGANIZATIONS, AND COMMUNITIES TO TAKE COLLABORATIVE ACTION TO IMPROVE POPULATION HEALTH AND ACHIEVE HEALTH EQUITY.

    Expenses $1,210,944

  • RESEARCH FOR ACTION - IPHI EVALUATES THE EFFECTIVENESS OF PUBLIC HEALTH PROGRAMS AND WORKS WITH ITS PARTNERS ON PRACTICAL RESEARCH THAT PROMOTES HEALTHIER COMMUNITIES. THE EMPHASIS IS ON GAINING INFORMATION THAT STRENGTHENS THE ABILITY OF ORGANIZATIONS AND COMMUNITIES TO IMPROVE THE PUBLIC'S HEALTH AND REDUCE HEALTH INEQUITIES.

    Expenses $7,090

As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Sheryl Garland

    CHAIR

    Total calculated
    $0
    Hours/week
    2
  • Lori Jackson Director Then

    VICE CHAIR AS OF JUNE 2023

    Total calculated
    $0
    Hours/week
    2
  • Olivia Farrow

    SECRETARY

    Total calculated
    $0
    Hours/week
    2
  • Rich Hamburg

    TREASURER

    Total calculated
    $0
    Hours/week
    2
  • Barbara Brookmyer

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2
  • Tanya Edelin

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2
  • Chris Revere

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2
  • Alison Rein

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2
  • Paul Desjardin

    DIRECTOR AS OF JANUARY 2023

    Total calculated
    $0
    Hours/week
    2
  • Cecilia Barbosa

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2
  • Michael Rhein

    PRESIDENT & CEO

    Total calculated
    $244,308
    From this org
    $225,405
    From related orgs
    $0
    Other
    $18,903
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $200,405
    Bonus
    $25,000
    Other
    $0
    Deferred
    $12,271
    Nontaxable benefits
    $6,632
    Filer's total
    $244,308
  • Michael Royster

    SR. VICE PRESIDENT

    Total calculated
    $161,028
    From this org
    $144,199
    From related orgs
    $0
    Other
    $16,829
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $143,275
    Bonus
    $924
    Other
    $0
    Deferred
    $8,652
    Nontaxable benefits
    $8,177
    Filer's total
    $161,028
  • Abby R Charles

    PROGRAM DIRECTOR

    Total calculated
    $126,449
    From this org
    $112,365
    From related orgs
    $0
    Other
    $14,084
    Hours/week
    40
  • Evelyn B Kelly

    PROGRAM DIRECTOR

    Total calculated
    $126,034
    From this org
    $112,302
    From related orgs
    $0
    Other
    $13,732
    Hours/week
    40
  • Carolyn Ann Padovano

    SENIOR DIRECTOR

    Total calculated
    $160,444
    From this org
    $144,670
    From related orgs
    $0
    Other
    $15,774
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $143,739
    Bonus
    $931
    Other
    $0
    Deferred
    $8,682
    Nontaxable benefits
    $7,092
    Filer's total
    $160,444
  • Leslie Folks

    SENIOR PROGRAM MANAGER

    Total calculated
    $115,076
    From this org
    $102,054
    From related orgs
    $0
    Other
    $13,022
    Hours/week
    2

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

  • 2 · Substantiation required before reimbursing expenses
  • 3 · Form 990 of other organizations
  • 3 · Written employment contract
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee
  • 7 · Other non-fixed payments

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
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

PART I, LINE 7
THE HIGHEST COMPENSATED EMPLOYEES LISTED ON PART VII RECEIVED A BONUS DURING CALENDAR YEAR 2022. ANY BONUSES FOR THE PRESIDENT & CEO ARE APPROVED BY THE BOARD OF DIRECTORS AND ARE BASED ON MERIT. BONUSES FOR OTHER STAFF ARE AWARDED WITHIN BUDGET PARAMETERS, APPROVED BY THE BOARD OF DIRECTORS AND ARE AT THE DISCRETION OF THE PRESIDENT & CEO IN CONSULTATION WITH OTHER SENIOR MANAGERS.

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

  • TO ADMINISTER THE BLACK WOMEN THRIVING EAST OF THE RIVER SCHOLARSHIP FUND.

  • TO FACILITATE EMPLOYMENT AND EFFECTIVE INTEGRATION OF COMMUNITY HEALTH WORKERS TO HELP COMMUNITIES RESPOND TO AND RECOVER FROM COVID-19.

  • QUANTIFIED VENTURES LLC

    $278,719

    TO PARTNER ON FEDERAL GRANT IN THE DEVELOPMENT AND TESTING OF INNOVATIVE STRATEGIES FOR FINANCING COMMUNITY HEALTH WORKER SERVICES.

  • TO FACILITATE EMPLOYMENT AND EFFECTIVE INTEGRATION OF COMMUNITY HEALTH WORKERS TO HELP COMMUNITIES RESPOND TO AND RECOVER FROM COVID-19.

  • TO FACILITATE EMPLOYMENT AND EFFECTIVE INTEGRATION OF COMMUNITY HEALTH WORKERS TO HELP COMMUNITIES RESPOND TO AND RECOVER FROM COVID-19.

  • GEORGE MASON UNIVERSITY

    $146,222

    TO ASSIST WITH EVALUATION OF FEDERAL GRANT.

  • TO ASSIST WITH EVALUATION OF FEDERAL GRANT.

  • RICHMOND CITY HEALTH DISTRICT

    $87,908

    TO FACILITATE EMPLOYMENT AND EFFECTIVE INTEGRATION OF COMMUNITY HEALTH WORKERS TO HELP COMMUNITIES RESPOND TO AND RECOVER FROM COVID-19.

  • NS IDEAS LLC

    $85,950

    TO PARTNER ON FEDERAL GRANT IN THE DEVELOPMENT AND TESTING OF INNOVATIVE STRATEGIES FOR FINANCING COMMUNITY HEALTH WORKER SERVICES.

  • TO FACILITATE EMPLOYMENT AND EFFECTIVE INTEGRATION OF COMMUNITY HEALTH WORKERS TO HELP COMMUNITIES RESPOND TO AND RECOVER FROM COVID-19.

The 10 largest by cash amount. The API serves every itemized grant.

Provenance

Return type
form_990
Tax year
2022
Filed
3 May 2024
IRS schema version
2022v5.0
Source object
202431289349301328

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.