2024-11-07T08:16:36-06:00 2024-06-30 521273734 LSWG PA 1801 RESEARCH BLVD SUITE 320 ROCKVILLE MD 20850 990 2023-07-01 521237297 THE PUBLIC HEALTH FOUNDATION PUBL 2022184400 1300 L STREET NW 800 WASHINGTON DC 20005 RON BIALEK PRESIDENT/CEO 2022184400 2024-11-07 1 0 C EVA WEBB P01251814 3016629200 2023 2024-10-15 13:58:12Z RON BIALEK 1300 L STREET NW 800 WASHINGTON DC 20005 12130636 0 X WWW.PHF.ORG X 1970 DC ADVANCE THE PUBLIC HEALTH WORKFORCE TO ACHIEVE ORGANIZATIONAL EXCELLENCE. 11 11 30 0 0 0 5816494 8334956 3231823 3592959 76912 160906 760 41815 9125989 12130636 0 0 0 0 3471781 4161400 0 0 0 5132242 7247989 8604023 11409389 521966 721247 7202331 7703169 2228246 1985928 4974085 5717241 X ADVANCE THE PUBLIC HEALTH WORKFORCE TO ACHIEVE ORGANIZATIONAL EXCELLENCE. 0 0 6984201 2338096 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. 971802 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, MORE EXPLICITLY INCORPORATING JUSTICE, EQUITY, DIVERSITY, AND INCLUSION. 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. 1313022 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. 880398 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. 880398 10149423 1 0 0 0 0 0 0 0 0 0 1 1 0 1 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 18 0 30 1 0 0 0 0 0 0 0 0 0 0 0 0 X 11 11 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 1 1 1 1 0 CA X VALERIE USHER CFO 2022184403 1300 L STREET NW SUITE 800 WASHINGTON DC 20005 BRUCE DART CHAIR 1.00 X X 0 0 0 EDUARDO SANCHEZ DIRECTOR 1.00 X 0 0 0 AMY LEE DIRECTOR 1.00 X 0 0 0 JUDITH SARTUCCI DIRECTOR 1.00 X 0 0 0 DENISE FAIR RAZO VICE CHAIR 1.00 X 0 0 0 LES BEITSCH DIRECTOR 1.00 X 0 0 0 JOE FINKBONNER SECRETARY/TREASURER 1.00 X X 0 0 0 KAYE BENDER DIRECTOR 1.00 X X 0 0 0 KEVIN WATKINS DIRECTOR 1.00 X 0 0 0 MONA ZUFFANTE DIRECTOR 1.00 X 0 0 0 JOAN DUWVE DIRECTOR 1.00 X 0 0 0 VALERIE USHER CFO 40.00 X 213630 0 33832 SUE MADDEN COO 40.00 X 254039 0 37785 RON BIALEK PRESIDENT/CEO 40.00 X 299002 0 54855 SHAUNA FITZGERALD TRAIN DIRECTOR 40.00 X 141389 0 16796 MICHAEL BARRY DIRECTOR STRATEGIC PARTNER 40.00 X 183372 0 42749 KATHLEEN AMOS DIRECTOR ACADEMIC/PRACTICE 40.00 X 101331 0 29176 JENNIFER HARMON DIRECTOR 40.00 X 108185 0 25919 GABRIELLE TAYLOR DIRECTOR 40.00 X 108734 0 22997 1409682 0 264109 8 0 1 0 KNOWLEDGE MANAGEMENT INTERACTIVE INC 330 WEST SPRING STREET COLUMBUS OH 43215 HOSTING FEES FOR TRAIN SYSTEM/IT SERVICE 4588303 RIESTER INFLUENCE 4075 WILSON BOULEVARD ARLINGTON VA 22203 VIDEO DESIGN FOR IMMUNIZATION PROJECTS 276064 APWU HOLDING CORPORATION PO BOX 62059 NEWARK NJ 07101 RENT/LEASE PAYMENTS 218850 3 8334956 8334956 TRAIN PROGRAM 611430 2338096 2338096 CONTRACTS AND FEES 611430 1138284 1138284 PUBLICATIONS 513130 116579 116579 3592959 160906 160906 190 190 MISCELLANEOUS 900099 41625 41625 41625 12130636 3634584 0 161096 X 3171177 2381893 789284 990223 743699 246524 32150 32150 6023684 5973693 49991 156478 154156 2322 212459 212459 131578 108545 23033 199272 176180 23092 265742 229131 36611 OTHER COSTS 95762 50873 44889 COMMUNICATIONS 52450 52450 MAINTENANCE 43593 35220 8373 DISTRIBUTION CENTER 31124 31124 3697 3697 11409389 10149423 1259966 0 727687 1013777 777561 999232 80837 81228 163162 184263 307653 246566 94398 61087 3405254 3806392 1192551 963420 760881 593770 7202331 7703169 596878 498375 919763 950485 711605 537068 2228246 1985928 X 4974085 5717241 4974085 5717241 7202331 7703169 721247 22098 0 X X 0 1 X 1 1 1 X 1006545 2223455 4217426 5816494 8334956 21598876 5066813 3457138 3253830 3231823 3634395 18643999 6073358 5680593 7471256 9048317 11969351 40242875 100000 100000 0 100000 100000 40142875 9801 13991 21130 77672 161096 283690 9801 13991 21130 77672 161096 283690 6083159 5694584 7492386 9125989 12130447 40526565 0.99050 0.99250 0.00700 0.00430 X 20240 20240 0 287413 226326 61087 61087 CERTIFICATES OF DEPOSIT 2753744 C MUTUAL FUNDS 1052648 F 3806392 DEPOSITS 15934 RIGHT OF USE ASSET 577836 593770 LEASE LIABILITY 537068 537068 X 12152545 22098 22098 12130447 0 12130447 11409389 0 11409389 0 11409389 PART X, LINE 2: GENERALLY ACCEPTED ACCOUNTING PRINCIPLES REQUIRE THE RECOGNITION, MEASUREMENT, CLASSIFICATION AND DISCLOSURE IN THE FINANCIAL STATEMENTS OF UNCERTAIN TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN THE FOUNDATION'S TAX RETURNS. MANAGEMENT HAS DETERMINED THAT THE FOUNDATION DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS OR ANY ASSOCIATED UNRECOGNIZED BENEFITS THAT MATERIALLY IMPACT THE FINANCIAL STATEMENTS OR RELATED DISCLOSURES. THE FOUNDATION BELIEVES THAT ITS INCOME TAX FILING POSITIONS WILL BE SUSTAINED UPON EXAMINATION AND DOES NOT ANTICIPATE ANY ADJUSTMENTS THAT WOULD RESULT IN A MATERIAL ADVERSE EFFECT ON THE FOUNDATION'S FINANCIAL CONDITION, CHANGE IN NET ASSETS OR CASH FLOWS. ACCORDINGLY, THE FOUNDATION HAS NOT RECORDED ANY TAX ASSETS OR TAX LIABILITIES OR RELATED ACCRUALS FOR INTEREST OR PENALTIES FOR UNCERTAIN TAX POSITIONS AT JUNE 30, 2024. GENERALLY, THE FOUNDATION'S TAX RETURNS REMAIN OPEN FOR FEDERAL INCOME TAX EXAMINATION FOR THREE YEARS FROM THE DATE OF FILING. X X 0 0 0 0 0 0 0 0 0 RON BIALEK PRESIDENT/CEO 299002 0 0 0 0 0 30747 0 24108 0 353857 0 0 0 SUE MADDEN COO 254039 0 0 0 0 0 25699 0 12086 0 291824 0 0 0 VALERIE USHER CFO 213630 0 0 0 0 0 21760 0 12072 0 247462 0 0 0 MICHAEL BARRY DIRECTOR STRATEGIC PARTNER 183372 0 0 0 0 0 18756 0 23993 0 226121 0 0 0 SHAUNA FITZGERALD TRAIN DIRECTOR 141389 0 0 0 0 0 15919 0 877 0 158185 0 0 0 CAROL MOEHRLE BOARD MEMBER 25000 CONSULTANT 0 LES BEITSCH BOARD MEMBER 29200 CONSULTANT 0 FORM 990, PART VI, SECTION A, LINE 8B COMMITTEES DO NOT MAINTAIN MINUTES. FORM 990, PART VI, SECTION B, LINE 11B THE IRS FORM 990 IS REVIEWED BY THE FINANCE AND GOVERNANCE COMMITTEES VIA EMAIL. WHEN THE COMMITTEES RECOMMEND ACCEPTANCE OF THE FORM 990, IT IS SENT TO THE FULL BOARD FOR ACCEPTANCE. THE VOTE OF THE FULL BOARD IS TAKEN VIA E-MAIL. FORM 990, PART VI, SECTION B, LINE 12C ANNUAL CONFLICT OF INTEREST DECLARATIONS OF BOARD MEMBERS AND OFFICERS ARE REVIEWED ANNUALLY BY THE FULL BOARD. FORM 990, PART VI, SECTION B, LINE 15 ANNUALLY, THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS COMPARES COMPENSATION PAID TO EXECUTIVES OF SIMILAR U.S. NON-PROFIT ORGANIZATIONS AS REPORTED ON THEIR 990'S IN REVIEWING AND APPROVING COMPENSATION OF THE PRESIDENT/CEO. THE BOARD DELEGATES THE REVIEW AND APPROVAL PROCESS FOR OTHER OFFICERS AND KEY EMPLOYEES TO THE PRESIDENT/CEO. FORM 990, PART VI, SECTION C, LINE 18 AVAILABLE UPON REQUEST. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, THE CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. THE IRS FORM 990 IS AVAILABLE ON GUIDESTAR. FORM 990, PART IX, LINE 11G TECHNICAL. DEVELOPMENT AND OTHER CONTRACTUAL SERVICES: PROGRAM SERVICE EXPENSES 5,973,693. MANAGEMENT AND GENERAL EXPENSES 49,991. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 6,023,684. PART XII, LINE 2C NO CHANGES FROM THE PRIOR YEAR.