2024-03-01T15:08:42-06:00 2023-06-30 221478099 COHNREZNICK LLP 621 CAPITOL MALL SUITE 2150 SACRAMENTO CA 95814 990 2022-07-01 952557063 PUBLIC HEALTH FOUNDATION ENTERPRISES INC PUBL 5622227894 13300 CROSSROADS PARKWAY N 450 CITY OF INDUSTRY CA 91746 BLAYNE CUTLER PRESIDENT/CEO 5622227894 2024-02-27 1 BLAYNE CUTLER 999009999 1 JOLANTA TUCK CPA P01340068 9164429100 2024-02-14 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z HELUNA HEALTH PHFE BLAYNE CUTLER 13300 CROSSROADS PARKWAY N 450 CITY OF INDUSTRY CA 91746 876012303 0 X WWW.HELUNAHEALTH.ORG X 1968 CA TO ENHANCE THE HEALTH, WELLNESS, AND RESILIENCE OF EVERY COMMUNITY WE SERVE. 16 16 3183 16 0 0 1570740411 840712073 31850096 35165184 366 73016 36330 62030 1602627203 876012303 0 0 0 0 201994706 187185131 0 0 856975 1395769030 687423848 1597763736 874608979 4863467 1403324 300596215 269782108 281363115 249097968 19233100 20684140 X TO ENHANCE THE HEALTH, WELLNESS, AND RESILIENCE OF EVERY COMMUNITY WE SERVE - SEE SCHEDULE O FOR MORE DETAILSPUBLIC HEALTH FOUNDATION ENTERPRISES, INC. DBA HELUNA HEALTH IS A NOT-FOR-PROFIT 501(C)(3) AGENCY DEDICATED TO IMPROVING THE HEALTH, WELL-BEING AND RESILIENCE OF THE COMMUNITIES IT SERVES. HELUNA HEALTH PARTNERS WITH ACADEMIC RESEARCHERS, GOVERNMENT AGENCIES, FOUNDATIONS AND PRIVATE ENTITIES TO OFFER A SUITE OF SERVICES, INCLUDING CONTRACTS AND GRANTS MANAGEMENT; FISCAL SPONSORSHIP (PROVIDING A FINANCIAL 'HOME' FOR RESEARCHERS, PROGRAMS AND AGENCIES); HUMAN RESOURCES SUPPORT; ACCOUNTING SERVICES; REAL ESTATE/LEASING ASSISTANCE AND DIRECT PUBLIC HEALTH PROGRAM LEADERSHIP TO HELP IMPLEMENT PUBLIC HEALTH PROJECTS. HELUNA HEALTH PROVIDED SUCH SERVICES TO OVER 1,000 PROJECTS DURING FISCAL YEAR 2023. 0 0 418804171 EPIDEMIOLOGY AND LABORATORY CAPACITY (ELC) FOR INFECTIOUS DISEASES:SINCE 1995, THE EPIDEMIOLOGY AND LABORATORY CAPACITY FOR PREVENTION AND CONTROL OF EMERGING INFECTIOUS DISEASES (ELC) COOPERATIVE AGREEMENT HAS BEEN CRITICAL TO U.S. HEALTH DEPARTMENTS' ABILITY TO COMBAT INFECTIOUS DISEASES. WHILE BEGINNING WITH ONLY 10 RECIPIENTS, THAT NUMBER INCREMENTALLY GREW, REACHING THE CURRENT COMPLEMENT OF 64 JURISDICTIONS IN 2012. FOR A QUARTER-CENTURY, THE ELC COOPERATIVE AGREEMENT HAS PROVIDED SIGNIFICANT FINANCIAL SUPPORT EACH YEAR TO ALL 50 STATES, SEVERAL LARGE LOCAL HEALTH DEPARTMENTS, AND U.S. TERRITORIES AND AFFILIATES TO DETECT, RESPOND TO, CONTROL, AND PREVENT INFECTIOUS DISEASES. THE PRIMARY FOCUS OF THIS FUNDING FROM 2019-2024 IS TO DETECT, PREVENT AND RESPOND TO THE GROWING THREATS POSED BY INFECTIOUS DISEASE THROUGH THREE CORE AREAS: SURVEILLANCE, DETECTION AND RESPONSE; PREVENTION AND INTERVENTION AND COMMUNICATIONS, COORDINATION AND PARTNERSHIPS. THROUGH THIS FUNDING, HELUNA HEALTH HAS PARTNERED WITH THE CALIFORNIA DEPARTMENT OF PUBLIC HEALTH SINCE 1995 TO BOTH BUILD AND STRENGTHEN PUBLIC HEALTH SYSTEMS RELATED TO COMMUNICABLE DISEASES IN CALIFORNIA. 165442135 EPIDEMIOLOGY AND LABORATORY CAPACITY (ELC) FOR INFECTIOUS DISEASES-REOPENING SCHOOLS:WITH FUNDING FROM THE AMERICAN RESCUE PLAN ACT OF 2021 (P.L. 117-2) UNDER THE ELC REOPENING SCHOOLS AWARD, HELUNA HEALTH HAS PARTNERED WITH THE CALIFORNIA DEPARTMENT OF PUBLIC HEALTH TO SUPPORT COMPREHENSIVE COVID-19 SCREENING FOR K-12 SCHOOLS (PUBLIC AND PRIVATE). A KEY GOAL OF THIS NATIONAL INITIATIVE HAS BEEN TO ESTABLISH COVID-19 SCREENING PROGRAMS IN SCHOOLS AROUND THE COUNTRY STARTING IN APRIL 2021. THIS APPROACH ALSO ENCOURAGES CONTINUITY AND ENHANCEMENT OF EXISTING COVID-RELATED ACTIVITIES, MAINTAINS THE HEALTH DEPARTMENT'S INTEGRAL ROLE IN THE SCREENING ECOSYSTEM, BUILDS UPON THE WORK ALREADY BEGUN UNDER ELC ENHANCING DETECTION (ED) AND ELC ED EXPANSION SUPPLEMENTS, AND ENSURES A HOLISTIC ASSESSMENT AND MONITORING OF DISEASE BURDEN WITHIN ANY GIVEN COMMUNITY. 50283646 EPIDEMIOLOGY AND LABORATORY CAPACITY (ELC) FOR INFECTIOUS DISEASES-COVID-19 SCHOOL-BASED TESTING IN K-12 SCHOOLS:HELUNA HEALTH AND THE LOS ANGELES COUNTY DEPARTMENT OF PUBLIC HEALTH CONTRACTED DURING THE HEIGHT OF COVID-19 TO UNDERTAKE RESPONSE EFFORTS. THE PURPOSE OF THIS PROJECT HAS BEEN TO ENABLE K-12 SCHOOLS IN LA COUNTY TO ESTABLISH COVID-19 SCREENING PROGRAMS TO SUPPORT IN-PERSON LEARNING IN LA COUNTY. HELUNA HEALTH DIRECTLY SUPPORTS K-12 PRIVATE, INDEPENDENT, DISTRICTS, AND CHARTER ORGANIZATIONS IN THEIR TESTING EFFORTS THROUGH VARIOUS SUPPORT MECHANISMS. THESE HAVE INCLUDED THE FOLLOWING: 1. PROVIDING WEEKLY ONSITE TESTING SUPPORT THROUGH ONE OF OUR DESIGNATED VENDORS 2. PROVIDING FREE TEST KITS TO SCHOOL SITES THAT HAVE A PRE-ESTABLISHED TESTING PLAN IMPLEMENTED (BOTH PROFESSIONAL TEST KITS USED ON SCHOOL CAMPUSES AND OTC TEST KITS THAT ARE DISTRIBUTED FOR AT HOME USE) AND 3. ALLOCATING FUNDING TO SUPPORT SCHOOLS WITH EXISTING SCHOOL-BASED TESTING PROGRAMS. ALL OTHER PROGRAMS:1) WOMEN, INFANTS AND CHILDREN:WIC, THE SPECIAL SUPPLEMENTAL NUTRITION PROGRAM FOR WOMEN, INFANTS AND CHILDREN, IS A USDA-FUNDED FOOD AND NUTRITION (SUPPORT AND EDUCATION PROGRAM) FOR PREGNANT, BREASTFEEDING, AND POSTPARTUM WOMEN, INFANTS AND CHILDREN UNDER THE AGE OF FIVE WHO ARE LOWER INCOME (UP TO 185% OF THE POVERTY LEVEL) AND AT NUTRITIONAL RISK. ESTABLISHED IN 1974, THE GOAL OF THE WIC PROGRAM IS TO IMPROVE THE HEALTH AND NUTRITIONAL STATUS OF PARTICIPANTS DURING CRITICAL TIMES OF GROWTH AND DEVELOPMENT. CORE WIC SERVICES INCLUDE NUTRITION EDUCATION, BREASTFEEDING EDUCATION AND SUPPORT, REFERRALS TO COMMUNITY SERVICES AND NUTRITIOUS FOODS (I.E. LOWER FAT MILK, FRUITS AND VEGETABLES, WHOLE GRAIN CEREALS, EGGS). APPROXIMATELY 20% OF THE INDIVIDUALS SERVED ARE WOMEN, 25% ARE INFANTS, AND THE REMAINING 55% ARE CHILDREN BETWEN ONE TO FIVE YEARS OLD.A PROGRAM OF HELUNA HEALTH, PHFE WIC HAS BEEN PROVIDING HIGH-QUALITY SERVICES IN SOUTHERN CALIFORNIA FOR NEARLY 50 YEARS. PHFE WIC STAFF SERVE A CURRENT CASELOAD OF OVER 185,000 PARTICIPANTS EACH MONTH THROUGH A HYBRID SERVICE DELIVERY MODEL THAT ALLOWS FOR BOTH VIRTUAL SERVICES AND IN-PERSON VISITS AT 35 WIC CENTERS STRATEGICALLY LOCATED IN HIGH-DENSITY AREAS OF NEED THROUGHOUT LOS ANGELES, ORANGE, AND SAN BERNARDINO COUNTIES.PHFE WIC HAS APPROXIMATELY 560 EMPLOYEES, WHICH INCLUDE 165 NUTRITIONISTS AND OTHER PROFESSIONALS, SUCH AS LACTATION CONSULTANTS AND BREASTFEEDING PEER COUNSELORS, AS WELL AS 189 PARAPROFESSIONALS PROVIDING CULTURALLY APPROPRIATE SERVICES TO ELIGIBLE FAMILIES.THE PHFE WIC PROGRAM IS THE LARGEST LOCAL NON-PROFIT AGENCY WIC PROGRAM IN THE COUNTRY SERVING APPROXIMATELY 4% OF THE NATION'S TOTAL AND 23% OF CALIFORNIA'S TOTAL WIC PARTICIPANTS. EIGHTY-FOUR PERCENT OF THE CLIENTS SERVED BY PHFE WIC ARE LATINO, 6% ARE AFRICAN-AMERICAN, 6% ARE ASIAN, 3% ARE CAUCASIAN AND 1% ARE NATIVE AMERICAN. PHFE WIC PROVIDES SERVICES AND WRITTEN INFORMATION IN ENGLISH, SPANISH, CHINESE, VIETNAMESE, KOREAN, ARABIC AND ARMENIAN.IN 2019, WIC BEGAN PROVIDING FOOD BENEFITS TO FAMILIES BY INTRODUCING THE CALIFORNIA WIC CARD. THIS IMPORTANT CHANGE SUBSTANTIALLY IMPROVED THE WIC PARTICIPANT EXPERIENCE. FROM THE WIC PROGRAM'S INCEPTION IN 1974 THROUGH OCTOBER 2019, WIC FAMILIES HAVE USED PAPER CHECKS TO PURCHASE THEIR WIC FOODS. THIS CHANGE FROM PAPER CHECKS TO AN ELECTRONIC BENEFIT (EBT) SYSTEM HAS DRASTICALLY IMPROVED THE WIC PARTICIPANT SHOPPING EXPERIENCE. DURING THE EMERGENCY PHASE OF THE COVID-19 PANDEMIC PHFE WIC SWITCHED TO A COMPLETELY REMOTE OPERATION. WE NOW OPERATE IN A HYBRID ENVIRONMENT.THE PHFE WIC PROGRAM IS NATIONALLY RECOGNIZED AS A LEADER AND INNOVATOR IN NUTRITION EDUCATION, BREASTFEEDING SUPPORT, STAFF TRAINING, CUSTOMER SERVICE AND OUTREACH TO COMMUNITY PROVIDERS. IN THE LAST DECADE, PHFE WIC HAS SUCCESSFULLY IMPLEMENTED A NUMBER OF PUBLICLY- AND PRIVATELY FUNDED ENHANCEMENTS TO CORE WIC SERVICE, INCLUDING PARENTING EDUCATION AND SUPPORT GROUPS, EARLY LITERACY INTERVENTIONS, RESEARCH INVOLVING CHILDHOOD OBESITY, WIC FOOD PACKAGE CHANGES, NUTRITION EDUCATION AND BREASTFEEDING SUPPORT AS WELL AS PRENATAL ALCOHOL PREVENTION AND INTERCONCEPTION CARE PROTOCOLS. TODAY WE CONTINUE TO GO BEYOND THE SCOPE OF REGULAR WIC SERVICES IN ORDER TO BETTER SERVE THE NEEDS OF LOCAL LOW-INCOME FAMILIES WITH YOUNG CHILDREN.2) COVID-19 MOBILE SITES:HELUNA HEALTH PARTNERS WITH THE LOS ANGELES COUNTY DEPARTMENT OF PUBLIC HEALTH TO INCREASE VACCINE ACCESS THROUGHOUT THE COUNTY BY SUPPORTING MOBILE VACCINATION CLINICS HOSTED BY COMMUNITY PARTNERS. MOBILE VACCINATION PARTNERS WORK CLOSELY WITH THEIR SERVED COMMUNITIES TO PROMOTE AND CONDUCT OUTREACH AND SCHEDULE EVENTS THAT MEET THE INTENDED PARTICIPANTS' LOGISTICAL, CULTURAL, AND LINGUISTIC NEEDS. HELUNA HEALTH REMAINS COMMITTED TO EQUITY AS A CORE TENET OF THE VACCINE DISTRIBUTION EFFORT AND WE WORKED TO MAKE SIGNIFICANT STRIDES IN DECREASING THE DISPARITY IN VACCINE UPTAKE IN CALIFORNIA. 3) CAPACITY BUILDING TEMPORARY PERSONNEL SERVICES:PROVIDE TEMPORARY PERSONNEL SERVICES (TPS) IN ACCORDANCE WITH PROCEDURES APPROVED BY THE DEPARTMENT OF HEALTH SERVICES (DHS), AND CONSISTENT WITH LAWS, REGULATIONS, CURRENT HEALTH AND BEHAVIORAL HEALTH BEST PRACTICES AND STANDARDS, AND DHS' SUPPORTIVE AND/OR HOUSING SERVICES MASTER AGREEMENT (SHSMA). DHS LISTS 50 PERSONNEL CLASSIFICATIONS IN EACH OF THE WORK ORDERS. THE HR TEAM WORKS DIRECTLY WITH THE LOS ANGELES COUNTY TO FILL IN POSITIONS AS NEEDED. 4) COVID-19 ENHANCING DETECTION:PROVIDE SERVICES TO HIRE 105 TEMPORARY STAFF POSITIONS FOR THE ENHANCING DETECTION PROJECT TO IMPLEMENT AND OVERSEE EXPANDED TEST CAPACITY FOR COVID-19, INCLUDING THE ABILITY TO PROCESS, MANAGE, ANALYZE, USE, AND REPORT THE INCREASED DATA PRODUCED. 5) SFHOT:THE SAN FRANCISCO HOMELESS OUTREACH TEAM (SFHOT) IS A COLLABORATION BETWEEN THE SAN FRANCISCO DEPARTMENT OF PUBLIC HEALTH, THE HUMAN SERVICES AGENCY ("HSA"), SAN FRANCISCO PUBLIC LIBRARY, AND THE DEPARTMENT OF HOMELESSNESS AND SUPPORTIVE HOUSING ("DHSH"). THE PROGRAM SEEKS TO REACH CHRONICALLY HOMELESS ADULTS ON THE STREETS OF SAN FRANCISCO THAT ARE HIGH-RISK, HARD-TO-ENGAGE, AND TYPICALLY DO NOT SEEK SERVICES. SFHOT CASE MANAGERS, ENGAGEMENT SPECIALISTS, AND SENIOR ENGAGEMENT SPECIALISTS BUILD A RAPPORT WITH HOMELESS ADULTS AND THEN CONNECT THEM WITH NEEDED SERVICES. HELUNA HEALTH PROVIDES PUBLIC HEALTH AND ADMINISTRATIVE SUPPORT FOR THIS PROGRAM IN PARTNERSHIP WITH THE SAN FRANCISCO DEPARTMENT OF PUBLIC HEALTH.6) CONTRA COSTA:A. CONTRA COSTA HEALTH SERVICES-PUBLIC HEALTH DIVISION - PROVIDE CONSULTATION AND TECHNICAL ASSISTANCE WITH REGARD TO COMMUNITY HEALTH PROMOTION FOR HEALTH EMERGENCIES, PUBLIC HEALTH, ENVIRONMENTAL HEALTH, AND EMERGENCY MEDICAL SERVICES. B. CONTRA COSTA HEALTH, HOUSING AND HOMELESS SERVICES (H3) - HELUNA HEALTH SUPPORTS CONTRA COSTA COUNTY'S HEALTH, HOUSING, AND HOMELESS SERVICES DIVISION (H3) BY OPERATING A HOMELESS SERVICE DELIVERY SYSTEM THAT INCLUDES STREET OUTREACH, RESPITE AND EMERGENCY SHELTERS, INDEPENDENT LIVING PROGRAMS FOR TRANSITION-AGE YOUTH, AND PERMANENT SUPPORTIVE HOUSING FOR ADULTS, YOUTH, AND FAMILIES.7) CEIP:THE CALIFORNIA EMERGING INFECTIONS PROGRAM (CEIP) IS ONE OF TEN EIP SITES ACROSS THE UNITED STATES. CEIP IS FUNDED BY THE U.S. CENTERS FOR DISEASE CONTROL AND PREVENTION (CDC). AS PART OF THE EIP NETWORK, CEIP HAS BEEN AN INVALUABLE NATIONAL RESOURCE FOR THE SURVEILLANCE, PREVENTION, AND CONTROL OF EMERGING INFECTIOUS DISEASES. CEIP FUNCTIONS UNDER A COOPERATIVE AGREEMENT WITH CDC AND IS A COLLABORATION AMONG THE CALIFORNIA DEPARTMENT OF PUBLIC HEALTH, THE UC BERKELEY SCHOOL OF PUBLIC HEALTH, THE UC SAN FRANCISCO SCHOOL OF MEDICINE, HELUNA HEALTH, AND MULTIPLE BAY AREA LOCAL HEALTH JURISDICTIONS.8) ANGELS: ANGELS CHILD CARE FOOD PROGRAM (CCFP) EDUCATES AND TRAINS LICENSED DAY CARE PROVIDERS TO PROVIDE NUTRITIOUS MEALS THAT PROMOTE LIFELONG, HEALTHY EATING HABITS IN CHILDREN. ANGELS CCFP SERVICES LICENSED DAYCARE PROVIDERS IN THE LOS ANGELES, ORANGE, RIVERSIDE, SAN BERNARDINO AND VENTURA COUNTIES WITH A NUTRITION EDUCATION AND REIMBURSEMENT PROGRAM. ANGELS CCFP PLAYS A VITAL ROLE IN IMPROVING THE QUALITY OF DAYCARE AND MAKING IT MORE AFFORDABLE FOR MANY LOW-INCOME FAMILIES. PROVIDERS RECEIVE NUTRITION TRAINING AND MONITORED VISITS EVERY FOUR MONTHS TO ASSURE THAT THEY ARE PROVIDING THE REQUIRED MEALS TO CHILDREN IN THEIR CARE. EACH DAY, THOUSANDS OF CHILDREN RECEIVE NUTRITIOUS MEALS AND SNACKS THROUGH THE PROGRAM. 9) BRIDGE HIV:BRIDGE HIV (FORMERLY THE HIV RESEARCH SECTION) IS THE LEADER IN HIV PREVENTION RESEARCH, WORKING WITH BAY AREA COMMUNITIES TO DISCOVER EFFECTIVE PREVENTION STRATEGIES THAT BRIDGE HIV IS A GLOBAL LEADER IN HIV PREVENTION RESEARCH, WORKING WITH BAY AREA AND INTERNATIONAL COMMUNITIES TO DISCOVER EFFECTIVE HIV PREVENTION STRATEGIES. OPERATING AS A CLINICAL TRIALS UNIT WITHIN THE SAN FRANCISCO DEPARTMENT OF PUBLIC HEALTH AND AFFILIATED WITH THE UNIVERSITY OF CALIFORNIA, SAN FRANCISCO (UCSF), BRIDGE HIV CONDUCTS INNOVATIVE RESEARCH THAT GUIDES GLOBAL APPROACHES IN HIV PREVENTION. THE RESEARCH FOCUSES ON INTERVENTIONS LIKELY TO HAVE A SUBSTANTIAL IMPACT ON PREVENTING HIV INFECTION, AND IT IS FUNDED BY THE NATIONAL INSTITUTE OF HEALTH (NIH), THE UNIVERSITY OF CALIFORNIA, AND THE CENTERS FOR DISEASE CONTROL AND PREVENTION. HIV RESEARCH IS CONDUCTED IN PARTNERSHIP WITH THE NATIONAL INSTITUTES OF HEALTH'S HIV VACCINE TRIALS NETWORK (HVTN), HIV PREVENTION TRIALS NETWORK (HPTN) AND MOST RECENTLY, THE COVID VACCINE PREVENTION NETWORK (COVPN). 212764079 35227214 BRIDGE HIV'S HERITAGE IN THE EARLY FIGHT AGAINST HIV/AIDS HAS MADE IT A TRUSTED AND RENOWNED RESOURCE FOR UNDERSTANDING HIV INFECTION AND DISEASE. BRIDGE HIV ENGAGES IN COLLABORATIONS, SUCH AS THE PARTNERSHIP WITH HELUNA HEALTH, THAT INCLUDE STUDIES TO IDENTIFY A SAFE AND EFFECTIVE HIV VACCINE, AS WELL AS OTHER INNOVATIVE BIOMEDICAL HIV PREVENTION STRATEGIES.10) TRAINING AND EDUCATION PROGRAMS:HELUNA HEALTH PROVIDED SEVERAL EDUCATIONAL AND TRAINING PROGRAM SERVICES WHICH INCLUDE HARM REDUCTION AND OVERDOSE SERVICES, AS WELL AS STD/HIV PREVENTION AND COVID-19 RELATED TRAININGS. 212764079 35227214 847294031 1 1 0 1 0 0 0 0 0 0 1 0 0 0 1 1 0 1 0 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 1 336 0 1 3183 1 0 0 0 0 0 0 0 0 0 0 0 0 X 16 16 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 CA X X BRIAN GIESELER CFO 5622227894 13300 CROSSROADS PARKWAY NORTH CITY OF INDUSTRY CA 91746 ALEXANDER BAKER BOARD MEMBER 3.00 X 0 0 0 BONNIE MIDURA BOARD MEMBER 3.00 X 0 0 0 CARLADENISE EDWARDS VICE CHAIR OF THE BOARD 5.00 X X 0 0 0 CELINA GORRE BOARD MEMBER 3.00 X 0 0 0 EDWARD YIP BOARD MEMBER 3.00 X 0 0 0 GEORGIA CASCIATO BOARD MEMBER 3.00 X 0 0 0 HOPE TARIRAI MAGO BOARD MEMBER 3.00 X 0 0 0 JEAN O'CONNOR BOARD MEMBER 3.00 X 0 0 0 NICOLE MACARCHUK SECRETARY 5.00 X X 0 0 0 NWANDO ANYAOKU BOARD MEMBER 3.00 X 0 0 0 ROBERT JENKS TREASURER 5.00 X X 0 0 0 SANTOSH VETTICADEN CHAIR OF THE BOARD 10.00 X X 0 0 0 SARAH RICH BOARD MEMBER 3.00 X 0 0 0 SCOTT FILER OUTGOING-BOARD MEMBER 3.00 X 0 0 0 SUSAN DE SANTI OUTGOING-BOARD MEMBER 3.00 X 0 0 0 TAMARA JOSEPH BOARD MEMBER 3.00 X 0 0 0 TERHILDA GARRIDO BOARD MEMBER 3.00 X 0 0 0 VIVIAN VASALLO BOARD MEMBER 3.00 X 0 0 0 VON NGUYEN OUTGOING-VICE CHAIR 5.00 X X 0 0 0 BLAYNE CUTLER MDPHD PRESIDENT AND CEO 40.00 X 470873 0 122820 BRIAN GIESELER CHIEF FINANCIAL OFFICER 40.00 X 347287 0 92580 ELIZABETH POWER ROBISON CHIEF ADVANCEMENT OFFICER 40.00 X 253058 0 15274 PETER DALE CHIEF PROGRAM OFFICER 40.00 X 337668 0 64568 TIMOTHY SEIFERT CHIEF HR OFFICER 40.00 X 310239 0 64291 ALI P MODARESSI EXECUTIVE DIRECTOR-LANES PROGRAM 40.00 X 303803 0 43469 JOSEPH A MANGARAPU SELVARAJ IT DIRECTOR-BUSINESS APPLICATIONS 40.00 X 243302 0 34555 KEVIN TRAN CONTROLLER 40.00 X 273148 0 41854 KIRAN SALUJA EXECUTIVE DIRECTOR-PHFE WIC PROGRAM 40.00 X 232927 0 49977 LEO PAK CHIEF OF TECH & INNOV-LANES PROG 40.00 X 258107 0 44248 3030412 0 573636 245 0 1 0 FULGENT THERAPEUTICS LLC 4978 SANTA ANITA AVE TEMPLE CITY CA 91780 MOBILE VACCINATION SITES 1117000 JANEO LLC DBA ELEMENTS PHARMACY 12602 VENTURA BLVD STUDIO CITY C STUDIO CITY CA 91604 MOBILE VACCINATION SITES 614000 SOMAVA SAHA STOUT 16 HOLSTEIN DR PELHAM NH 03076 CONSULTING SERVICES 437500 K2ALLP 555 DE HARO ST STE 380 SAN FRANCISCO CA 94107 ARCHITECTURAL/DESIGN 394712 JONATHAN PETER SCACCIA DBA DAWN CHORUS L 1014 HARTMAN RD READING PA 19606 EVALUATION/SURVEY TOOLS 386000 22 840437730 274343 211374 840712073 MANAGEMENT FEES 624100 26324716 26324716 PRIVATE CONTRACTS 624100 8840468 8840468 35165184 73016 73016 OTHER INCOME 900099 62030 62030 62030 876012303 35227214 0 73016 X 1907112 1627785 279327 141627125 129065967 12198473 362685 8451267 7670010 775023 6234 23252834 21192197 1990949 69688 11946793 10872324 1030830 43639 1699456 1699456 119827 119827 120800 120800 623793647 622014835 1754947 23865 2651282 2643488 7794 1523124 999510 522170 1444 3795053 2465941 1329112 6864674 5776155 1054660 33859 1476823 1105842 355504 15477 1337596 929313 407334 949 50060 50060 1441349 1005510 435839 836986 111622 725364 SUPPLIES 40878815 40878815 MEMBERSHIP/SUBSCRIPTION 375683 160928 194947 19808 EQUIP RENTAL & MAINT 247299 191519 55780 0 IN-KIND SUPPLIES 211374 210055 1319 874608979 847294031 26457973 856975 22602918 27979810 1509108 7446073 252204295 212574504 17049717 3951602 20846687 11761407 6454715 9085280 7784768 775462 960071 300596215 269782108 242680742 220042987 15335067 1792009 1986844 1565221 21360462 25697751 281363115 249097968 X 19233100 20684140 19233100 20684140 300596215 269782108 1403324 47716 0 X 0 1 X 1 1 1 X 113762863 121296130 582347721 1570740411 840712073 3228859198 113762863 121296130 582347721 1570740411 840712073 3228859198 3228859198 3208 153 366 73016 76743 97622 72021 39718 36330 62030 307721 3229243662 124942263 0.99990 0.99990 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2018 AMOUNT: $ 97,622. 2019 AMOUNT: $ 72,021. 2020 AMOUNT: $ 39,718. 2021 AMOUNT: $ 36,330. 2022 AMOUNT: $ 62,030. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 1 120800 0 0 120800 0 PART II-B, LINE 1G, LOBBYING ACTIVITIES: ADVOCACY FOR PUBLIC FUNDING PRIORITIES THAT MAY HAVE AN IMPACT ON OUR PROGRAMS. 946913 946913 5704570 122945 5581625 775545 772376 3169 13311544 10866086 2445458 108115 108115 9085280 ADVANCE ON GRANTOR PAYMENTS 2190632 ACCOUNTABILITY FOR PROGRAM ASSETS 2223208 AGENCY AND OTHER FUNDS PAYABLE 13399540 LEASE LIABILITY 7884371 25697751 X 876060019 47716 47716 876012303 0 876012303 874608979 0 874608979 0 874608979 PART X, LINE 2: MANAGEMENT EVALUATES UNCERTAINTY IN INCOME TAXES FOR TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN THE COURSE OF PREPARING HELUNA HEALTH'S TAX RETURNS TO DETERMINE WHETHER THE TAX POSITIONS ARE "MORE-LIKELY-THAN-NOT" OF BEING SUSTAINED BY THE APPLICABLE TAX AUTHORITY. TAX POSITIONS DEEMED TO MEET THE MORE-LIKELY-THAN-NOT THRESHOLD ARE REQUIRED TO BE RECORDED AS A TAX BENEFIT OR EXPENSE IN THE CURRENT YEAR. ADDITIONALLY, THIS INTERPRETATION PROVIDES GUIDANCE ON DE-RECOGNITION, CLASSIFICATION, INTEREST AND PENALTIES, DISCLOSURE AND TRANSITION. THERE WERE NO UNCERTAIN TAX POSITIONS THAT WERE CONSIDERED MORE-LIKELY-THAN-NOT OF BEING SUSTAINED BY APPLICABLE TAX AUTHORITIES AS OF JUNE 30, 2023 AND 2022. HELUNA HEALTH'S FEDERAL AND STATE INCOME TAX RETURNS PRIOR TO 2020 AND 2019, RESPECTIVELY, ARE CLOSED AND MANAGEMENT CONTINUALLY EVALUATES EXPIRING STATUTES OF LIMITATIONS, AUDITS, PROPOSED SETTLEMENTS, CHANGES IN TAX LAW AND NEW AUTHORITATIVE RULINGS. 1 SOUTH AMERICA 0 0 PROGRAM SERVICES LOGISTIC & ADMIN. SERVICES/HIV PREVENTION AND CARE DISPARITY 329776 NORTH AMERICA 0 0 PROGRAM SERVICES COMMUNICATION/DATA ANALYSIS AND RESEARCH 34000 AFRICA 0 0 PROGRAM SERVICES STUDY ANALYSIS AND RESEARCH 30123 EUROPE 0 0 SUPPORT SERVICES MAINTENANCE & SUPPORT SERVICES 19100 NORTH AMERICA 0 0 SUPPORT SERVICES MAINTENANCE & SUPPORT SERVICES 8250 SOUTH AMERICA 0 0 PROGRAM SERVICES MEDIA CONTENT 5046 EUROPE 0 0 PROGRAM SERVICES PUBLICATION SERVICES 3065 NORTH AMERICA 0 0 PROGRAM SERVICES LOGISTICS & EVENT PLANNING 2771 EUROPE 0 0 PROGRAM SERVICES ANTIGEN SUPPLIER 2240 0 0 0 0 0 0 432131 2240 434371 0 0 0 0 0 0 PART III ACCOUNTING METHOD: X X X 0 1 0 0 0 0 0 1 0 BLAYNE CUTLER MDPHD PRESIDENT AND CEO 388673 0 82200 0 0 0 74921 0 47899 0 593693 0 0 0 BRIAN GIESELER CHIEF FINANCIAL OFFICER 278287 0 69000 0 0 0 54227 0 38353 0 439867 0 0 0 PETER DALE CHIEF PROGRAM OFFICER 246568 0 91100 0 0 0 48579 0 15989 0 402236 0 0 0 TIMOTHY SEIFERT CHIEF HR OFFICER 251539 0 58700 0 0 0 48942 0 15349 0 374530 0 0 0 ALI P MODARESSI EXECUTIVE DIRECTOR-LANES PROGRAM 267663 0 36140 0 0 0 25804 0 17665 0 347272 0 0 0 KEVIN TRAN CONTROLLER 225348 0 47800 0 0 0 23464 0 18390 0 315002 0 0 0 LEO PAK CHIEF OF TECH & INNOV-LANES PROG 258107 0 0 0 0 0 23920 0 20328 0 302355 0 0 0 KIRAN SALUJA EXECUTIVE DIRECTOR-PHFE WIC PROGRAM 192489 0 40438 0 0 0 39564 0 10413 0 282904 0 0 0 JOSEPH A MANGARAPU SELVARAJ IT DIRECTOR-BUSINESS APPLICATIONS 201402 0 41900 0 0 0 20186 0 14369 0 277857 0 0 0 ELIZABETH POWER ROBISON CHIEF ADVANCEMENT OFFICER 216958 0 36100 0 0 0 15184 0 90 0 268332 0 0 0 PART I, LINE 4B EXECUTIVE NON-QUALIFIED 457(F) PLAN: DURING THE YEAR ENDED JUNE 30, 2020, HELUNA HEALTH ESTABLISHED A SUPPLEMENTAL RETIREMENT PLAN FOR CERTAIN ELIGIBLE SENIOR EXECUTIVES. THE PLAN IS A NON-QUALIFIED DEFERRED COMPENSATION PLAN INTENDED TO COMPLY WITH IRS CODE SECTION 457(F). CONTRIBUTIONS TO THE PLAN REMAIN UNRESTRICTED ASSETS OF HELUNA HEALTH UNTIL THE PLAN VESTING REQUIREMENTS ARE MET. EMPLOYER CONTRIBUTION PLUS ANY UNREALIZED GAIN OR LOSS AMOUNTED TO $516,815 FOR THE YEAR ENDED JUNE 30, 2023. THE FOLLOWING INDIVIDUALS PARTICIPATED IN THE 457(F) PLAN DURING THE YEAR ENDED JUNE 30, 2023: - BLAYNE CUTLER, M.D., PH.D. - BRIAN GIESELER - PETER DALE - TIMOTHY SEIFERT - KIRAN SALUJA PART I, LINE 7 INCLUDED IN SCHEDULE J, COLUMN B(II) ARE AMOUNTS REPRESENTING BONUSES. THE BONUS AMOUNTS WERE APPROVED BY THE BOARD OF DIRECTORS WHEN THEY APPROVED 1) THE ANNUAL BUDGET FOR HELUNA HEALTH 2) THE CEO'S SPECIFIC BONUS, AND 3) THE CEO HAVING THE AUTHORITY TO AWARD BONUSES TO OTHER HELUNA HEALTH EMPLOYEES. ANY BONUSES AWARDED ARE INCLUDED IN EACH INDIVIDUAL'S 2022 W-2. X DIAPERS/OTHER 913284 211374 FAIR MARKET VALUE 0 0 0 PART I, COLUMN (B): COLUMN B REPRESENTS NUMBER OF CONTRIBUTIONS. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS REVIEWED AND APPROVED BY A BOARD-APPOINTED AUDIT COMMITTEE WITH COPIES OF THE FORM PROVIDED TO ALL THE BOARD MEMBERS. FORM 990, PART VI, SECTION B, LINE 12C THERE IS AN ANNUAL BOARD DISCUSSION OF POLICIES AND EACH BOARD MEMBER SIGNS A CONFLICT OF INTEREST AND CODE OF ETHICS POLICY EACH YEAR. AS POTENTIAL CONFLICTS ARISE, THEY ARE DISCUSSED AND MANAGED BY THE BOARD'S GOVERNANCE COMMITTEE. FORM 990, PART VI, SECTION B, LINE 15A COMPENSATION IS REVIEWED IN RELATIONSHIP TO MARKET AND SUBJECT TO VOTE BY THE FULL BOARD. FORM 990, PART VI, SECTION C, LINE 19 AUDITED FINANCIAL STATEMENTS AND OTHER GOVERNING DOCUMENTS ARE POSTED ON THE ORGANIZATION'S WEBSITE (WWW.HELUNAHEALTH.ORG). OTHER MATERIALS ARE AVAILABLE UPON REQUEST. FORM 990, PART IX, LINE 11G OTHER PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 6,232,451. MANAGEMENT AND GENERAL EXPENSES 125,840. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 6,358,291. SUBCONTRACTORS: PROGRAM SERVICE EXPENSES 69,857,703. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 69,857,703. OUTSIDE SERVICES: PROGRAM SERVICE EXPENSES 2,083,304. MANAGEMENT AND GENERAL EXPENSES 1,629,107. FUNDRAISING EXPENSES 23,865. TOTAL EXPENSES 3,736,276. SUBRECIPIENTS: PROGRAM SERVICE EXPENSES 543,841,377. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 543,841,377. 315 WASHINGTON STREET OWNER LLC 13300 CROSSROADS PARKWAY N NO 450 CITY OF INDUSTRY CA 91746 873381673 SPECIAL PROJECT ENTITY (SPE) TO HOUSE ACTIVITY OF NORCAL BUILDING PURCHASE CA 0 7757072 PUBLIC HEALTH FOUNDATION ENTERPRISES INC