2023-11-15T14:43:23-06:00 2023-06-30 GARY MCGEE & CO LLP 1000 SW BROADWAY SUITE 1200 PORTLAND OR 97205 990 2022-07-01 272028308 ALLIANCE FOR A HEALTHIER GENERATION ALLI 8885434584 1028 SE WATER AVENUE 210 PORTLAND OR 97214 KATHY HIGGINS CHIEF EXECUTIVE OFFICER 8885434584 2023-11-15 KATHY HIGGINS 999009999 1 YEE LEE MCGEE P01294356 5032222515 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z X KATHY HIGGINS 1028 SE WATER AVENUE 210 PORTLAND OR 97214 5505656 0 X HEALTHIERGENERATION.ORG X 2010 AR THE ALLIANCE FOR A HEALTHIER GENERATION BELIEVES EVERY CHILD DESERVES A HEALTHY FUTURE. FOR NEARLY 15 YEARS, HEALTHIER GENERATION HAS WORKED TO EMPOWER KIDS TO DEVELOP LIFELONG HEALTHY HABITS BY ENSURING THE ENVIRONMENTS THAT SURROUND THEM SUPPORT THEIR PHYSICAL, SOCIAL AND EMOTIONAL HEALTH. TO LEARN MORE AND HELP MAKE A DIFFERENCE, VISIT HEALTHIERGENERATION.ORG AND JOIN US ON FACEBOOK AND TWITTER. 9 9 117 10 0 0 25678503 3479688 549387 714327 20919 527426 633055 633120 26881864 5354561 81239 146105 0 0 9065057 10376715 6382 0 904694 1378750 2098416 10531428 12621236 16350436 -7266675 36503830 29579324 544656 273875 35959174 29305449 X THE ALLIANCE FOR A HEALTHIER GENERATION'S MISSION IS TO PROMOTE HEALTHY ENVIRONMENTS SO THAT YOUNG PEOPLE CAN ACHIEVE LIFELONG GOOD HEALTH. 0 0 8481294 13624 714327 HEALTHY SCHOOLS, FAMILIES AND COMMUNITIES: ADVANCING WHOLE CHILD HEALTH EQUITY: HEALTHIER GENERATION'S WHOLE CHILD HEALTH EQUITY FOCUS IS AMONG THE NATION'S LARGEST EVIDENCED-BASED WHOLE CHILD HEALTH PROGRAMS IN SCHOOL SETTINGS ADDRESSING MULTIPLE FACTORS THAT LEAD TO BETTER HEALTH AND LIFE OUTCOMES FROM NUTRITION AND PHYSICAL ACTIVITY TO SOCIAL EMOTIONAL HEALTH AND ADDICTION. HEALTHIER GENERATION'S INTENTIONALITY IN SUPPORTING SCHOOLS AND ESPECIALLY IN UNDER-SERVED COMMUNITIES TO IMPLEMENT HEALTH-PROMOTING POLICIES AND PRACTICES LEADS TO MORE EQUITABLE IMPROVEMENTS IN WHOLE CHILD HEALTH. CONTINUED ON SCHEDULE O.TARGETED HANDS-ON SUPPORT IS OFFERED AT THE COMMUNITY LEVEL, COMBINED WITH ONGOING TECHNICAL ASSISTANCE AND PROFESSIONAL DEVELOPMENT OFFERED THROUGH A VARIETY OF DELIVERY METHODS AND CULMINATING IN A POWERFUL DIGITAL PLATFORM. TO DATE, THE ORGANIZATION HAS REACHED MORE THAN 54,000 SCHOOLS AND SITES (69% OF WHICH ARE TITLE I) SERVING MORE THAN 31 MILLION STUDENTS IN ALL 50 STATES, THE DISTRICT OF COLUMBIA AND PUERTO RICO. INCREASING FAMILY ENGAGEMENT: HEALTHIER GENERATION IS HELPING FAMILIES PRIORITIZE HEALTHY LIVING AND CREATE HOME ENVIRONMENTS WHERE EVERYONE CAN THRIVE. EDUCATORS, PARENTS AND CAREGIVERS ARE SUPPORTED BY A FULL SUITE OF SIMPLE, EASY-TO-USE RESOURCES IN ENGLISH AND SPANISH TO HELP FAMILIES EAT HEALTHIER, MOVE MORE AND BUILD SOCIAL-EMOTIONAL SKILLS TOGETHER. HEALTHIER GENERATION'S HEALTHY AT HOME INITIATIVE FEATURES A DIGITAL HUB OF PROVEN TIPS, ACTIVITIES, AND RESOURCES DESIGNED FOR PARENTS AND CAREGIVERS SO THE HEALTHY CHOICE IS THE EASIEST CHOICE FOR FAMILIES. TO DATE, OUR FAMILY ENGAGEMENT WORK HAS REACHED OVER 7.2 MILLION FAMILIES HELPING THEM TO PRIORITIZE A HEALTHIER LIFESTYLE AS THEY NAVIGATED NEW ROUTINES ALONG WITH SHIFTING WORK AND LEARNING ENVIRONMENTS.THE WALKING CLASSROOM: THE WALKING CLASSROOM IS HEALTHIER GENERATION'S AWARD-WINNING, EVIDENCE-BASED CURRICULUM EDUCATION PROGRAM THAT SUPPORTS STUDENTS' HEALTH AND LEARNING. THE PROGRAM IS SIMPLE: STUDENTS TAKE A BRISK WALK WHILE LISTENING TO STANDARDS-ALIGNED, EDUCATIONAL PODCASTS THAT ARE SUPPORTED BY LESSON PLANS, COMPREHENSION QUIZZES, AND SUPPLEMENTAL ACTIVITIES ON A PRE-LOADED MOBILE AUDIO DEVICE AND APP. THE WALKING CLASSROOM OFFERS A SCHOOL YEAR'S WORTH OF PODCASTS ON ENGLISH LANGUAGE ARTS, SOCIAL STUDIES, AND SCIENCE. THE PROGRAM INCREASES PHYSICAL ACTIVITY, ENGAGES DIFFERENT LEARNING STYLES, ADDRESSES LEARNING LOSS, SUPPORTS SOCIAL-EMOTIONAL LEARNING, AND BUILDS HEALTH LITERACY. 1202255 132481 BUSINESS SECTOR ENGAGEMENT: WHEN IT COMES TO ENSURING THAT ALL CHILDREN AND FAMILIES HAVE THE CHANCE TO LIVE HEALTHIER LIVES, HEALTHIER GENERATION BELIEVES THAT EVERYONE HAS A ROLE TO PLAY. HEALTHIER GENERATION DRIVES STRATEGIC COLLABORATION WITH THE EDUCATION, CORPORATE, PUBLIC AND NON-PROFIT SECTORS AT THE NATIONAL AND LOCAL LEVELS. HEALTHIER GENERATION LEVERAGES EXPERTISE IN CROSS-SECTOR COLLABORATIONS TO DRIVE BOLD CHANGE TO DISMANTLE ENTRENCHED BARRIERS TO PUBLIC HEALTH SUCH AS AVAILABILITY, ACCESSIBILITY, AND AFFORDABILITY OF HEALTHIER OPTIONS, WITH A FOCUS ON PROMOTING HEALTH EQUITY. 9683549 1 1 0 1 0 0 0 0 0 0 1 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 26 0 117 1 0 0 0 0 0 0 0 0 0 0 0 0 X 9 9 0 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 1 0 AL AK AR CA CT FL GA IL KS KY MD MI MS NH NJ NM NY NC OK OR PA RI SC TN UT VA WV WI HI MA X KATHY HIGGINS 8885434584 1028 SE WATER AVENUE 210 PORTLAND OR 97214 WILLIAM J BRYANT BOARD CHAIR 1.00 X X 0 0 0 H MELVIN MING BOARD TREASURER 0.50 X X 0 0 0 ANGELA MOSKOW V.P./ BOARD SECRETARY 0.50 X X 0 0 0 NANCY BROWN BOARD MEMBER 0.50 X 0 0 0 ELSA COLLINS BOARD MEMBER 0.50 X 0 0 0 MARY BETH DONAHUE BOARD MEMBER 0.50 X 0 0 0 MARIA ECHAVESTE BOARD MEMBER 0.50 X 0 0 0 DAVID P FAXON MD BOARD MEMBER 0.50 X 0 0 0 BRUCE R LINDSEY BOARD MEMBER 0.50 X 0 0 0 DAVID A JOSSERAND BOARD MEMBER 0.50 X 0 0 0 KYLE MACDONALD MD BOARD MEMBER 0.50 X 0 0 0 KAREN MCNEIL-MILLER BOARD MEMBER 0.50 X 0 0 0 JOY SECUBAN BOARD MEMBER 0.50 X 0 0 0 KATHY HIGGINS CHIEF EXECUTIVE OFFICER 37.50 X 365477 0 14526 TRACY BAIRD SENIOR DIRECTOR OF FINANCE 37.50 X 109021 0 7897 DIANA MARTIN CHIEF MARKETING/ PARTNERSHIP OFFICER 37.50 X 191551 0 36087 QUYNH-NHU KHAZAL CHIEF HUMAN RESOURCE OFFICER 37.50 X 179044 0 6653 SARAH HUSTOLES CHIEF ADMINISTRATIVE OFFICER 37.50 X 145845 0 6569 SOUDARY KITTIVONG-GREENBAUM V.P. OF DEVELOPMENT 37.50 X 122205 0 17487 RACHAL PICHETTE V.P. OF MARKETING & COMMUNICATIONS 37.50 X 129915 0 5774 1243058 0 94993 13 0 1 0 0 125671 3354017 3479688 CONSULTING FEES 541900 714327 714327 714327 527426 527426 765985 151095 614890 614890 OTHER INCOME 900099 18230 18230 18230 5354561 714327 0 1160546 146105 146105 433525 18568 377820 37137 7879871 6721352 478422 680097 268334 235031 12039 21264 1152886 956870 152957 43059 642099 521715 62585 57799 47832 19377 26618 1837 381927 381927 435046 287915 144527 2604 32433 30766 1271 396 60587 53596 5643 1348 387764 230005 134338 23421 72829 53937 14404 4488 268480 238493 12696 17291 191390 88643 97413 5334 15590 10773 3673 1144 BAD DEBT EXPENSE 104800 104800 OTHER 99738 70403 21860 7475 12621236 9683549 2032993 904694 10692005 1993879 17653851 24029349 5992070 1319370 305440 275637 16903 30177 188960 275119 949453 927665 20596 21788 1634005 1634005 36503830 29579324 340011 228026 204645 45849 544656 273875 X 25887880 24185765 10071294 5119684 35959174 29305449 36503830 29579324 -7266675 612950 0 X 0 1 X 1 0 X 11259298 7227947 16466228 25678503 3479688 64111664 11259298 7227947 16466228 25678503 3479688 64111664 13353638 50758026 41127 28257 332 20919 527426 618061 515 78366 18230 97111 64826836 3665368 0.78300 0.78710 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2020 AMOUNT: $ 515. 2021 AMOUNT: $ 78,366. 2022 AMOUNT: $ 18,230. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 11716542 11716542 735827 183957 0 0 704540 629604 646418 735827 2716389 4074584 176135 157401 161605 183957 679098 1018647 114249 92461 21788 835204 835204 0 21788 6006869 612950 39358 652308 5354561 0 5354561 12660594 39358 39358 12621236 0 12621236 EUROPE (INCLUDING ICELAND & GREENLAND) 0 0 ALLIANCE FOR A HEALTHIER GENERATION IS THE RECIPIENT OF A CONTRIBUTION FROM A FOREIGN DONOR. 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 PART III ACCOUNTING METHOD: 1 ANETH COMMUNITY SCHOOL PO BOX 600 MONTEZUMA CREEK UT 84534 841024566 PUBLIC SCHOOL 8074 0 HEALTHY SCHOOLS AND COMMUNITIES GRANT CLAREMONT ELEMENTARY 3384 E MAIN STREET CLAREMONT NC 28610 566001003 PUBLIC SCHOOL 8678 0 HEALTHY SCHOOLS AND COMMUNITIES GRANT DIXON ELEM 405 HUNTER STREET ESPANOLA NM 87532 856000289 PUBLIC SCHOOL 9788 0 HEALTHY SCHOOLS AND COMMUNITIES GRANT EAT MOVE GROW PO BOX 566 OAKDALE LA 71463 721454434 501(C)(3) 5050 0 HEALTHY SCHOOLS AND COMMUNITIES GRANT ELK VALLEY STEM ELEMENTARY 6691 HIGHWAY 297 PIONEER TN 37847 626001636 PUBLIC SCHOOL 5659 0 HEALTHY SCHOOLS AND COMMUNITIES GRANT G M WALTERS MIDDLE 39600 LOGAN DRIVE FREMONT CA 94538 941636029 PUBLIC SCHOOL 5038 0 HEALTHY SCHOOLS AND COMMUNITIES GRANT GLENN ELEMENTARY 2415 E GEER STREET DURHAM NC 27704 566001021 PUBLIC SCHOOL 5600 0 HEALTHY SCHOOLS AND COMMUNITIES GRANT GOLDSBORO FAMILY YMCA PO BOX 10355 GOLDSBORO NC 27532 561285595 501(C)(3) 5073 0 HEALTHY SCHOOLS AND COMMUNITIES GRANT JACKSON MIDDLE SCHOOL 1651 W INDEPENDENCE STREET JACKSON MO 63755 436011976 PUBLIC SCHOOL 7920 0 HEALTHY SCHOOLS AND COMMUNITIES GRANT KESTER AVENUE ELEMENTARY 5353 KESTER AVENUE VAN NUYS CA 91411 956001908 PUBLIC SCHOOL 5230 0 HEALTHY SCHOOLS AND COMMUNITIES GRANT LEEWINN SCHOOL 1009 ROUTE 168 WINN ME 04495 010229305 PUBLIC SCHOOL 5075 0 HEALTHY SCHOOLS AND COMMUNITIES GRANT MATTHEW GILBERT MIDDLE SCHOOL 1424 FRANKIN STREET JACKSONVILLE FL 32206 596000589 PUBLIC SCHOOL 5534 0 HEALTHY SCHOOLS AND COMMUNITIES GRANT METROWEST YMCA 280 OLD CONNECTICUT PATH FRAMINGHAM MA 01701 042281530 501(C)(3) 5135 0 HEALTHY SCHOOLS AND COMMUNITIES GRANT PALMER ELEMENTARY 5051 NORTH KENNETH AVENUE CHICAGO IL 60630 806833000 PUBLIC SCHOOL 9047 0 HEALTHY SCHOOLS AND COMMUNITIES GRANT PITTSBURGH CARMALT ACADEMY 1550 BREINING STREET PITTSBURGH PA 15234 251157808 PUBLIC SCHOOL 5450 0 HEALTHY SCHOOLS AND COMMUNITIES GRANT SKAMANIA SCHOOL DISTRICT 122 BUTLER LOOP ROAD SKAMANIA WA 98648 911276111 PUBLIC SCHOOL 5075 0 HEALTHY SCHOOLS AND COMMUNITIES GRANT SOLDIER HOLLOW CHARTER SCHOOL 3444 WEST 300 SOUTH HEBER CITY UT 84032 870632331 PUBLIC SCHOOL 7539 0 HEALTHY SCHOOLS AND COMMUNITIES GRANT VALLEY VIEW ELEMENTARY 5500 DANBY AVENUE ONOX HILL MD 20745 526000992 PUBLIC SCHOOL 5474 0 HEALTHY SCHOOLS AND COMMUNITIES GRANT VIP ACADEMY 2011 RIVERSIDE DRIVE MACON GA 31204 586000191 PUBLIC SCHOOL 5450 0 HEALTHY SCHOOLS AND COMMUNITIES GRANT WHITEHALL DISTRICT SCHOOLS 541 E SLOCUM STREET WHITEHALL MI 49461 816000615 PUBLIC SCHOOL 5117 0 HEALTHY SCHOOLS AND COMMUNITIES GRANT 20 PART I, LINE 2: GRANTS ARE AWARDED TO SCHOOLS AND SCHOOL DISTRICTS TO PAY FOR SUBSTITUTE TEACHERS WHEN TEACHERS ATTEND HEALTHY SCHOOLS PROGRAM TRAINING SESSIONS. GRANTS ARE AWARDED TO ORGANIZATIONS TO ASSIST WITH PROFESSIONAL DEVELOPMENT PERTAINING TO TRAINING AND LEADERSHIP WITHIN THE HEALTHY SCHOOLS PROGRAM. GRANTS ARE AWARDED TO ORGANIZATIONS TO IMPLEMENT AFTER SCHOOL PROGRAMS. X 1 1 X X X 0 0 0 0 0 0 0 1 0 KATHY HIGGINS CHIEF EXECUTIVE OFFICER 320477 0 45000 0 0 0 11062 0 3464 0 380003 0 0 0 DIANA MARTIN CHIEF MARKETING/ PARTNERSHIP OFFICER 191551 0 0 0 0 0 8164 0 27923 0 227638 0 0 0 QUYNH-NHU KHAZAL CHIEF HUMAN RESOURCE OFFICER 179044 0 0 0 0 0 5588 0 1065 0 185697 0 0 0 SARAH HUSTOLES CHIEF ADMINISTRATIVE OFFICER 145845 0 0 0 0 0 5740 0 829 0 152414 0 0 0 PART I, LINE 1A A FITNESS STIPEND IS PROVIDED FOR ALL EMPLOYEES. THE AMOUNT OF THE FITNESS STIPEND IS $300 AND IS PAID ANNUALLY. PART I, LINE 3 DURING THE TAX YEAR, HEALTHIER GENERATION'S BOARD OF DIRECTORS ENGAGED AN INDEPENDENT COMPENSATION CONSULTANT TO REVIEW COMPARATIVE DATA FOR SIMILAR SIZED NONPROFITS TO ASSESS THE CEO'S COMPENSATION. PART I, LINE 7 CERTAIN MEMBERS OF MANAGEMENT RECEIVED BONUSES DURING THE TAX YEAR 2022. FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION'S ARTICLES OF INCORPORATIONS PROVIDE FOR TWO MEMBERS: THE AMERICAN HEART ASSOCIATION, INC. AND THE CLINTON FOUNDATION. FORM 990, PART VI, SECTION A, LINE 7A THERE ARE THREE CLASSES OF DIRECTORS; CLASS A, CLASS B, AND CLASS C, WITH AN EQUAL NUMBER OF DIRECTORS IN EACH CLASS. CLASS A DIRECTORS ARE TO BE APPOINTED BY THE CLINTON FOUNDATION AND CLASS B DIRECTORS ARE TO BE APPOINTED BY THE AMERICAN HEART ASSOCIATION, INC. CLASS C DIRECTORS MAY BE NOMINATED BY ANY MEMBER OF THE BOARD AND ELECTED BY A MAJORITY VOTE OF THE DIRECTORS IN OFFICE. FORM 990, PART VI, SECTION B, LINE 11B THE DRAFT FORM 990 IS PREPARED BY THE ORGANIZATION'S ACCOUNTING FIRM AND REVIEWED BY THE CEO AND TOP FINANCE STAFF. THE FORM 990 DRAFT IS ALSO REVIEWED AND APPROVED BY THE BOARD AUDIT/FINANCE COMMITTEE AND THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 12C BOARD MEMBERS AND SENIOR LEADERSHIP ARE SENT A CONFLICT OF INTEREST CONFIRMATION ONCE A YEAR. THE SENIOR DIRECTOR OF FINANCE AND THE CHIEF HUMAN RESOURCES OFFICER REVIEW THE CONFIRMATIONS TO IDENTIFY ANY CONFLICTS. FORM 990, PART VI, SECTION B, LINE 15 A SALARY STUDY IS DONE FOR CEO COMPENSATION ANNUALLY IN JANUARY USING COMPARATIVE DATA FOR SIMILAR SIZED NONPROFITS AND PROVIDED TO THE BOARD OF DIRECTORS FOR CEO COMPENSATION. HEALTHIER GENERATION HAS A SALARY STRUCTURE BASED UPON A COMPETITIVE SALARY SURVEY OF SIMILAR JOBS IN THE NONPROFIT INDUSTRY. ALL JOB DESCRIPTIONS ARE EVALUATED AND POSITIONS PLACED WITHIN THE APPROPRIATE GRADE. THE SALARY STRUCTURE IS ADJUSTED EACH YEAR BASED UPON THE NATIONAL AVERAGE INCREASE OF NON-PROFIT SALARIES. UPDATED SALARY SURVEYS ARE OBTAINED AS NEEDED. FORM 990, PART VI, SECTION C, LINE 19 THE FINANCIAL STATEMENTS, CONFLICT OF INTEREST POLICY, AND GOVERNING DOCUMENTS ARE AVAILABLE UPON REQUEST.