2024-11-12T16:52:59-06:00 2024-06-30 GARY MCGEE & CO LLP 1000 SW BROADWAY SUITE 1200 PORTLAND OR 97205 990 2023-07-01 272028308 ALLIANCE FOR A HEALTHIER GENERATION ALLI 8885434584 1028 SE WATER AVENUE 210 PORTLAND OR 97214 KATHY HIGGINS CHIEF EXECUTIVE OFFICER 8885434584 2024-11-12 1 YEE LEE MCGEE P01294356 5032222515 2023 2024-10-15 13:58:12Z KATHY HIGGINS 1028 SE WATER AVENUE 210 PORTLAND OR 97214 14039549 0 X HEALTHIERGENERATION.ORG X 2010 AR THE ALLIANCE FOR A HEALTHIER GENERATION BELIEVES EVERY CHILD DESERVES A HEALTHY FUTURE. FOR NEARLY 20 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. 11 11 122 12 0 0 3479688 11531648 714327 662416 527426 768064 633120 826239 5354561 13788367 146105 545173 0 0 10376715 11706958 0 0 985228 2098416 2558621 12621236 14810752 -7266675 -1022385 29579324 29231716 273875 518845 29305449 28712871 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 10301811 400677 662416 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 56,000 SCHOOLS AND SITES (71% OF WHICH ARE TITLE I) SERVING MORE THAN 31.2 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 8.7 MILLION FAMILIES HELPING THEM TO PRIORITIZE A HEALTHIER LIFESTYLE AS THEY NAVIGATED NEW ROUTINES ALONG WITH SHIFTING WORK AND LEARNING ENVIRONMENTS.AMERICA'S HEALTHIEST SCHOOLS: AMERICA'S HEALTHIEST SCHOOLS IS HEALTHIER GENERATION'S PRESTIGIOUS ANNUAL RECOGNITION PROGRAM THAT HONORS SCHOOLS FOR IMPLEMENTING BEST PRACTICES TO SUPPORT THE PHYSICAL, MENTAL, AND SOCIAL-EMOTIONAL HEALTH NEEDS OF THE LEARNING COMMUNITY. AWARDEES MUST MEET ESTABLISHED CRITERIA SOURCED FROM HEALTHIER GENERATION'S EVIDENCE-INFORMED ASSESSMENT TOOL(S) THAT HELPS SCHOOLS IDENTIFY STRENGTHS AND OPPORTUNITIES FOR IMPROVING POLICIES AND PRACTICES TO ADVANCE HEALTH AND LEARNING WITH AN INTEGRATED APPROACH. IT REMAINS ONE OF THE COUNTRY'S LONGEST-RUNNING NATIONWIDE RECOGNITION PROGRAMS HONORING SCHOOLS FOR ACHIEVEMENTS IN SUPPORTING THE WHOLE HEALTH NEEDS OF STUDENTS AND SCHOOL STAFF. IN 2024, AMERICA'S HEALTHIEST SCHOOLS AWARDED 879 SCHOOLS ACROSS 30 STATES, THE GREATEST NUMBER OF AWARDEES SINCE THE PROGRAM'S INCEPTION. 1273576 144496 802669 BUSINESS SECTOR ENGAGEMENT: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.CONTINUED ON SCHEDULE O.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. 11575387 1 1 0 1 0 0 0 0 0 0 1 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 22 0 122 1 0 0 0 0 0 0 0 0 0 0 0 0 X 11 11 0 0 1 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 MARY ANN BAUMAN MD BOARD MEMBER 0.50 X 0 0 0 NANCY BROWN 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 BRUCE R LINDSEY BOARD MEMBER 0.50 X 0 0 0 DAVID A JOSSERAND 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 KARLA D' ALLEVA VALAS BOARD MEMBER 0.50 X 0 0 0 KATHY HIGGINS CHIEF EXECUTIVE OFFICER 37.50 X 335372 0 24299 RACHEL LEWIS V.P. OF FINANCE AND ACCOUNTING 37.50 X 27106 0 2425 DIANA MARTIN CHIEF MARKETING/PARTNERSHIP OFFICER (THRU FEB.'24) 37.50 X 207039 0 40313 SARAH HUSTOLES CHIEF ADMINISTRATIVE OFFICER 37.50 X 190711 0 13130 LYNNE LEE CHIEF DEVELOPMENT OFFICER 37.50 X 180156 0 10192 KYLE MACDONALD CHIEF SCIENCE AND PROGRAM OFFICER 37.50 X 157916 0 13107 SOUDARY KITTIVONG-GREENBAUM V.P. OF DEVELOPMENT 37.50 X 130991 0 17466 1229291 0 120932 17 0 1 0 JOHN COSTA CFO ASSIGNMENTS 6165 ASCOT DRIVE OAKLAND CA 94611 OUTSOURCED ACCOUNTING 245994 1 145298 11386350 1698 11531648 CONSULTING FEES 541900 662416 662416 662416 768064 768064 1053851 251182 802669 802669 OTHER INCOME 900099 23570 23570 23570 13788367 1465085 0 791634 532558 532558 12615 12615 463019 463019 8830164 7197802 869744 762618 477005 406021 39328 31656 1222269 1016549 126463 79257 714501 589451 79092 45958 34943 19619 13324 2000 346895 346895 385643 250330 130267 5046 13176 13176 72917 64451 5892 2574 375035 290884 59137 25014 55277 45842 6358 3077 389283 358417 15426 15440 693002 681087 7184 4731 22154 16721 3661 1772 51057 38537 8437 4083 BAD DEBT EXPENSE 69218 69218 OTHER 50021 41327 6692 2002 14810752 11575387 2250137 985228 1993879 4235376 1319370 4041465 275637 431184 30177 33063 275119 243238 946243 912928 21788 33315 24029349 18492067 1634005 1634005 0 88003 29579324 29231716 228026 398762 45849 30833 0 89250 273875 518845 X 24185765 22216990 5119684 6495881 29305449 28712871 29579324 29231716 -1022385 429807 0 X 0 1 X 1 0 X 7227947 16466228 25678503 3479688 11531648 64384014 7227947 16466228 25678503 3479688 11531648 64384014 14278637 50105377 28257 332 20919 527426 768064 1344998 515 78366 18230 23570 120681 65849693 5071992 0.76090 0.78300 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2020 AMOUNT: $ 515. 2021 AMOUNT: $ 78,366. 2022 AMOUNT: $ 18,230. 2023 AMOUNT: $ 23,570. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 13825524 13825524 841276 210319 0 0 629604 646418 735827 841276 2853125 4279688 157401 161605 183957 210319 713282 1069923 111039 77724 33315 835204 835204 0 33315 LEASE OBLIGATIONS - OPERATING LEASES 89250 89250 14218174 429807 429807 13788367 0 13788367 14810752 0 14810752 0 14810752 1 A BETTER CHANCE INC 253 WEST 35TH STREET 15TH FLOOR NEW YORK NY 10001 237173492 501(C)(3) 20000 0 HEALTHY SCHOOLS AND COMMUNITIES GRANT ALEXANDRIA CITY PUBLIC SCHOOLS 1340 BRADDOCK PLACE ALEXANDRIA VA 22314 546001106 PUBLIC SCHOOL 20000 0 HEALTHY SCHOOLS AND COMMUNITIES GRANT ATLANTA PUBLIC SCHOOLS 130 TRINITY AVENUE ATLANTA GA 30303 586000134 PUBLIC SCHOOL 25000 0 HEALTHY SCHOOLS AND COMMUNITIES GRANT AUBURN UNION SCHOOL DISTRICT 255 EPPERLE LANE AUBURN CA 95603 946002080 PUBLIC SCHOOLS 20000 0 HEALTHY SCHOOLS AND COMMUNITIES GRANT CLAYTON COUNTY PUBLIC SCHOOLS 1058 FIFTH AVENUE JONESBORO GA 30236 586000212 PUBLIC SCHOOLS 25000 0 HEALTHY SCHOOLS AND COMMUNITIES GRANT DAVID DOUGLAS SCHOOL DISTRICT 11300 NE HALSEY STREET PORTLAND OR 97220 936014226 PUBLIC SCHOOLS 25000 0 HEALTHY SCHOOLS AND COMMUNITIES GRANT DEKALB COUNTY SCHOOL DISTRICT 1701 MOUNTAIN INDUSTRIAL BOULEVARD STONE MOUNTAIN GA 30083 586000227 PUBLIC SCHOOLS 25000 0 HEALTHY SCHOOLS AND COMMUNITIES GRANT EVERETT SCHOOL DISTRICT PO BOX 2098 EVERETT WA 98213 916001542 PUBLIC SCHOOLS 20000 0 HEALTHY SCHOOLS AND COMMUNITIES GRANT FULTON COUNTY DISTRICT 6201 POWERS FERRY ROAD ATLANTA GA 30339 586000246 PUBLIC SCHOOLS 20000 0 HEALTHY SCHOOLS AND COMMUNITIES GRANT HILLSBORO SCHOOL DISTRICT 1J 3083 NE 49TH PLACE HILLSBORO OR 97214 936001037 PUBLIC SCHOOLS 25000 0 HEALTHY SCHOOLS AND COMMUNITIES GRANT KENT SCHOOL DISTRICT 12033 SE 256TH STREET KENT WA 98031 916001646 PUBLIC SCHOOLS 20000 0 HEALTHY SCHOOLS AND COMMUNITIES GRANT SACRAMENTO CITY UNIFIED SCHOOL DISTRICT 5735 47TH AVENUE SACRAMENTO CA 95824 946000491 PUBLIC SCHOOLS 20000 0 HEALTHY SCHOOLS AND COMMUNITIES GRANT SEATTLE PUBLIC SCHOOLS PO BOX 34165 SEATTLE WA 98124 916001541 PUBLIC SCHOOLS 25000 0 HEALTHY SCHOOLS AND COMMUNITIES GRANT SHERIDAN SCHOOL DISTRICT NO 2 4150 S HAZEL COURT ENGLEWOOD CO 80110 840521403 PUBLIC SCHOOLS 25000 0 HEALTHY SCHOOLS AND COMMUNITIES GRANT 14 YOUTH COUNCIL STUDENT STIPENDS 13 6500 HONORARIUMS 2 6115 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 335372 0 0 0 0 0 19725 0 4574 0 359671 0 0 0 DIANA MARTIN CHIEF MARKETING/PARTNERSHIP OFFICER 207039 0 0 0 0 0 14446 0 25867 0 247352 0 0 0 SARAH HUSTOLES CHIEF ADMINISTRATIVE OFFICER 190711 0 0 0 0 0 11444 0 1686 0 203841 0 0 0 LYNNE LEE CHIEF DEVELOPMENT OFFICER 180156 0 0 0 0 0 6811 0 3381 0 190348 0 0 0 KYLE MACDONALD CHIEF SCIENCE AND PROGRAM OFFICER 157916 0 0 0 0 0 5828 0 7279 0 171023 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 2023. FORM 990, PART VI, SECTION A, LINE 4 ALLIANCE FOR A HEALTHIER GENERATION BOARD OF DIRECTORS AMENDED AND RESTATED BYLAWS, SECTION 5.1, OFFICERS IN JUNE 2024. SECTION 5.1 OF THE BYLAWS WERE AMENDED TO EXPAND LANGUAGE REGARDING THE MANDATORY TERM LENGTHS FOR ELECTED BOARD OFFICERS. 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.