2025-11-13T14:46:41-06:00 2025-06-30 GARY MCGEE & CO LLP 1000 SW BROADWAY SUITE 1200 PORTLAND OR 97205 990 2024-07-01 272028308 ALLIANCE FOR A HEALTHIER GENERATION INC ALLI 8885434584 1028 SE WATER AVENUE 210 PORTLAND OR 97214 KATHY HIGGINS CHIEF EXECUTIVE OFFICER 8885434584 2025-11-13 1 1 YEE LEE MCGEE P01294356 5032222515 2024 2025-03-06 01:10:19Z KATHY HIGGINS 1028 SE WATER AVENUE 210 PORTLAND OR 97214 11735440 0 X HEALTHIERGENERATION.ORG X 2010 AR ALLIANCE FOR A HEALTHIER GENERATION ("HEALTHIER GENERATION") IS A NATIONAL PUBLIC HEALTH NONPROFIT WORKING AT THE INTERSECTION OF HEALTH AND EDUCATION SYSTEMS TO ADVANCE HEALTH EQUITY AND LEARNING IN SCHOOLS THROUGH EVIDENCE-BASED POLICY AND PRACTICE CHANGE. OUR PLACE-BASED APPROACH ENSURES COMMUNITY-LED IMPACT IN AREAS OF CRITICAL NEED. AT THE SAME TIME, OUR NATIONAL REACH ALLOWS US TO SCALE THAT IMPACT, PROVIDING TOOLS AND RESOURCES THAT HAVE SUPPORTED MORE THAN 57,000 SCHOOL COMMUNITIES AND REACHED 31 MILLION YOUNG PEOPLE SINCE OUR FOUNDING IN 2005. 11 11 119 11 0 0 11531648 9476967 662416 903649 768064 690916 826239 514813 13788367 11586345 545173 572477 0 0 11706958 11496863 0 0 872957 2558621 2959686 14810752 15029026 -1022385 -3442681 29231716 25948305 518845 322782 28712871 25625523 X THE ALLIANCE FOR A HEALTHIER GENERATION, INC.'S MISSION IS TO PROMOTE HEALTHY ENVIRONMENTS SO THAT YOUNG PEOPLE CAN ACHIEVE LIFELONG GOOD HEALTH. 0 0 10448448 450696 903649 ADVANCING EQUITABLE WHOLE CHILD HEALTH: DELIVERING EVIDENCE-BASED, COLLABORATIVE SOLUTIONS AT THE INTERSECTION OF HEALTH AND EDUCATION.* PLACE-BASED AND NATIONAL PROGRAMMING: HEALTHIER GENERATION ADVANCES EQUITABLE WHOLE CHILD HEALTH THROUGH A POWERFUL DUAL-IMPACT APPROACH COMBINING PLACE-BASED AND NATIONAL STRATEGIES. ALIGNED WITH THE CDC AND ASCD'S WHOLE SCHOOL, WHOLE COMMUNITY, WHOLE CHILD (WSCC) MODEL, THE ORGANIZATION EQUIPS SCHOOL COMMUNITIES TO BUILD HEALTHIER, MORE SUPPORTIVE LEARNING ENVIRONMENTS. CONTINUED ON SCHEDULE O.AT THE LOCAL LEVEL, OUR PLACE-BASED APPROACH IS ROOTED IN DEEP COMMUNITY ENGAGEMENT AND DESIGNED TO DRIVE MEASURABLE IMPROVEMENTS IN AREAS EXPERIENCING SIGNIFICANT HEALTH DISPARITIES. THROUGH COLLABORATIVE DIALOGUE, SHARED GOALS ARE SHAPED TO REFLECT LOCAL VALUES AND PRIORITIES. WE CONVENE KEY STAKEHOLDERS-EDUCATORS, FAMILIES, HEALTH PROFESSIONALS, AND COMMUNITY LEADERS-TO FOSTER CROSS-SECTOR PARTNERSHIPS AND BUILD SUSTAINED SUPPORT. WE PROVIDE PARTNERS ACROSS THE SCHOOL COMMUNITY WITH TRAINING, TECHNICAL ASSISTANCE, DIGITAL TOOLS, AND RESOURCES TO PROMOTE DATA-INFORMED DECISION-MAKING AND ADOPTION AND IMPLEMENTATION OF EVIDENCE-BASED POLICIES AND PRACTICES TO IMPROVE HEALTH OUTCOMES. OUR PLACE-BASED PROGRAMMING DEMONSTRATES SCALABLE SUCCESS AND IS CURRENTLY ACTIVE IN NORTH CAROLINA, SOUTH CAROLINA, KENTUCKY, ARIZONA, AND TEXAS. TO EXTEND OUR REACH NATIONALLY, HEALTHIER GENERATION OFFERS A COMPREHENSIVE SUITE OF SUPPORT INCLUDING ASSESSMENT TOOLS, WELLNESS POLICY TEMPLATES, EVIDENCE-BASED RESOURCES AND TRAINING MODULES, DATA INSIGHTS, AND REPORTING CAPABILITIES. THESE CAN ALL BE ACCESSED THROUGH OUR ONE-OF-A-KIND DIGITAL HUB, THE HEALTHIER GENERATION ACTION CENTER. THIS PLATFORM ENABLES SCHOOLS AND DISTRICTS ACROSS THE COUNTRY TO STRENGTHEN THEIR SCHOOL HEALTH POLICIES AND PRACTICES, REGARDLESS OF LOCATION OR FUNDING CAPACITY. TOGETHER, THESE INTEGRATED STRATEGIES POSITION HEALTHIER GENERATION TO DELIVER SUSTAINABLE, SYSTEMS-LEVEL CHANGE-ENSURING EVERY YOUNG PERSON IS HEALTHY, SUPPORTED, AND READY TO SUCCEED. HEALTHIER GENERATION UTILIZES A DECENTRALIZED STAFFING MODEL WITH TEAM MEMBERS BASED IN 25 STATES INCLUDING PRIORITY STATES OF NORTH CAROLINA, SOUTH CAROLINA, KENTUCKY, TEXAS, AND ARIZONA. THIS STRUCTURE ENABLES THE ORGANIZATION TO MAINTAIN A LOCAL PRESENCE IN PRIORITY STATES WHILE COORDINATING VIRTUALLY FROM ACROSS THE COUNTRY. HEALTHIER GENERATION CURRENTLY HAS A WEST COAST OFFICE IN PORTLAND, OR (LEGAL ADDRESS) AS WELL AS AN EAST COAST OFFICE IN DURHAM, NC.* AMERICA'S HEALTHIEST SCHOOLS: AMERICA'S HEALTHIEST SCHOOLS IS HEALTHIER GENERATION'S ANNUAL AWARD PROGRAM WHICH RECOGNIZES SCHOOLS FOR ADOPTING, STRENGTHENING, AND SUSTAINING POLICIES AND PRACTICES THAT PROMOTE PHYSICAL, MENTAL, AND EMOTIONAL WELL-BEING. 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 WHOLE CHILD HEALTH APPROACH. SINCE THE AWARD'S DEBUT IN 2007, HEALTHIER GENERATION HAS RECOGNIZED 3,347 SCHOOLS ACROSS 47 STATES BENEFITING MILLIONS OF STUDENTS, STAFF, AND FAMILIES. 1516206 121781 497348 CONSULTING, SERVICES, AND SALES:* 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 ON A PRELOADED MOBILE AUDIO DEVICE AND SUPPORTED BY LESSON PLANS, COMPREHENSIVE QUIZZES, AND SUPPLEMENTAL ACTIVITIES. THE WALKING CLASSROOM OFFERS A SCHOOL A YEAR'S WORTH OF PODCASTS ON ENGLISH LANGUAGE ARTS, SOCIAL STUDIES, AND SCIENCE. CONTINUED ON SCHEDULE O. THE PROGRAM INCREASES PHYSICAL ACTIVITY, ENGAGES DIFFERENT LEARNING STYLES, ADDRESSES LEARNING LOSS, AND BUILDS HEALTH LITERACY. * CONSULTING AND SERVICES: HEALTHIER GENERATION DRIVES STRATEGIC COLLABORATION WITH MULTIPLE SECTORS, CRITICAL TO ADVANCING HEALTH, INCLUDING K-12 EDUCATION, CORPORATE, PUBLIC, AND NONPROFIT, AT NATIONAL AND LOCAL LEVELS. HEALTHIER GENERATION'S SERVICES TO THESE VARIOUS SECTORS INCLUDE TRAINING AND TECHNICAL ASSISTANCE, CONSULTATION, CAPACITY BUILDING, CUSTOMIZATION OF DIGITAL AND RESOURCES, AS WELL AS DATA AND REPORTING CAPABILITIES. 11964654 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 21 0 119 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 JOY SECUBAN 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 JANE PARK 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 369963 0 20870 RACHEL LEWIS CHIEF FINANCIAL OFFICER 37.50 X 147038 0 7859 KYLE MACDONALD CHIEF SCIENCE OFFICER 37.50 X 221611 0 20040 SARAH HUSTOLES CHIEF ADMINISTRATIVE OFFICER 37.50 X 198457 0 9188 LYNNE LEE CHIEF REVENUE OFFICER 37.50 X 185712 0 9841 RACHEL PICHETTE CHIEF MARKETING/PARTNERSHIP OFFICER 37.50 X 180989 0 7120 TRACI CAUSEY CHIEF PROGRAM OFFICER 37.50 X 161429 0 7305 1465199 0 82223 23 0 1 0 COSTA JOHN 6165 ASCOT DRIVE OAKLAND CA 94611 CONSULTING 103100 1 7399 9469568 9476967 CONSULTING FEES 541900 903649 903649 903649 690916 690916 646443 149095 497348 497348 OTHER INCOME 900099 17465 17465 17465 11586345 1400997 0 708381 564127 564127 8350 8350 600146 81728 436690 81728 8633956 7280645 773542 579769 277759 240790 19425 17544 1279522 1051495 137521 90506 705480 565793 89379 50308 40608 20927 17898 1783 345775 345775 533463 274125 248925 10413 15748 15748 57889 55399 1655 835 399343 318235 68619 12489 48270 41801 4139 2330 259001 246798 5010 7193 1073182 1034455 29509 9218 20688 16592 2621 1475 47007 37699 5956 3352 OTHER 118712 109947 4751 4014 15029026 11964654 2191415 872957 4235376 2587617 4041465 5333306 431184 247510 33063 4087 243238 96975 934704 922077 33315 12627 18492067 15971280 1634005 1634005 88003 60898 29231716 25948305 398762 120269 30833 140414 89250 62099 518845 322782 X 22216990 18647970 6495881 6977553 28712871 25625523 29231716 25948305 -3442681 355333 0 X 0 1 X 1 0 X 16466228 25678503 3479688 11531648 9476967 66633034 16466228 25678503 3479688 11531648 9476967 66633034 13419054 53213980 332 20919 527426 768064 690916 2007657 515 78366 18230 23570 17465 138146 68778837 6258927 0.77370 0.76090 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. 2024 AMOUNT: $ 17,465. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 14156069 14156069 857803 214451 0 0 646418 735827 841276 857803 3081324 4621986 161605 183957 210319 214451 770332 1155498 99500 86873 12627 835204 835204 0 12627 LEASE OBLIGATIONS - OPERATING LEASES 62099 62099 11941678 355333 355333 11586345 0 11586345 15029026 0 15029026 0 15029026 1 A BETTER CHANCE A BETTER COMMUNITY 362 WILLIAMS-SCOTT ROAD ENFIELD NC 27823 800948099 501(C)(3) 80000 0 PRODUCE DISTRIBUTION ARKANSAS ARTS ACADEMY 1110 W POPLAR STREET SUITE A ROGERS AR 72756 710832162 501(C)(3) 13000 0 GARDEN GROWING SYSTEMS ASHEVILLE CITY SCHOOL DISTRICT 85 MOUNTAIN STREET ASHEVILLE NC 28001 566001809 PUBLIC SCHOOLS 0 8679 FMV SUPPLIES AND EQUIPMENT CLASSROOM ACTIVITIES AND EQUIPMENT BERTIE COUNTY PO BOX 530 WINDSOR NC 27983 566000276 GOV'T UNIT 10000 0 FOOD AND NUTRITION EDUCATION & ACCESS BOYS & GIRLS CLUBS OF THE ALBEMARLE 824 NORTH OAKUM STREET EDENTON NC 27932 611546080 501(C)(3) 10000 0 FOOD AND NUTRITION EDUCATION & ACCESS CLEMSON UNIVERSITY PO BOX 931616 ATLANTA GA 311931616 576000254 PUBLIC UNIVERSITY 23060 0 GARDEN INSTALLATION FOR SCHOOLS COTTAGEVILLE ELEMENTARY SCHOOL 648 PIERCE ROAD COTTAGEVILLE SC 29435 576000254 PUBLIC SCHOOL 0 5066 FMV SUPPLIES AND EQUIPMENT CLASSROOM ACTIVITIES AND EQUIPMENT GRANVILLE COUNTY EXTENSION VOLUNTEER ASSOCIATION 125 OXFORD OUTER LOOP OXFORD NC 27565 432058712 501(C)(3) 8000 0 FOOD AND NUTRITION EDUCATION & ACCESS KIND KITCHEN GROUP 2634 DURHAM CHAPEL HILL BOULEVARD NO 5 DURHAM NC 27707 933151331 501(C)(3) 10000 0 FOOD AND NUTRITION EDUCATION & ACCESS LEAF OF LIFE LLC 1901 SHILOH DRIVE FAYETTEVILLE NC 28304 834410186 CORPORATION 10000 0 FOOD AND NUTRITION EDUCATION & ACCESS PERSON COUNTY BOARD OF EDUCATION 304 SOUTH MORGAN STREET ROXBORO NC 27573 566001095 PUBLIC SCHOOLS 10000 0 FOOD AND NUTRITION EDUCATION & ACCESS RICHMOND COUNTY PARTNERSHIP FOR CHILDREN PO BOX 1944 ROCKINGHAM NC 28379 311575604 501(C)(3) 10000 0 FOOD AND NUTRITION EDUCATION & ACCESS SPRINGDALE PUBLIC SCHOOL DISTRICT #50 PO BOX 8 SPRINGDALE AR 72765 716021365 PUBLIC SCHOOLS 15000 0 FOOD AND NUTRITION EDUCATION & ACCESS 12 1 YOUTH COUNCIL STUDENT STIPENDS 7 2100 HONORARIUMS 10 6250 PART I, LINE 2: GRANT FUNDS SUPPORT PROGRAM IMPLEMENTATION THROUGH SCHOOLS AND COMMUNITY PARTNERS. PAYMENTS MADE DIRECTLY TO VENDORS ON BEHALF OF PROGRAM PARTICIPANTS REQUIRE THE RECEIPT OF AN INVOICE AND PRODUCT DELIVERY VERIFICATION WITH THE INTENDED RECIPIENT. FUNDS PROVIDED DIRECTLY TO PROGRAM PARTICIPANTS REQUIRE A PRE-APPROVED BUDGET AND A REPORT DOCUMENTING HOW FUNDS WERE SPENT, INCLUDING VENDOR INVOICES WHERE APPLICABLE. X 1 1 X X X 0 0 0 0 0 0 0 1 0 KATHY HIGGINS CHIEF EXECUTIVE OFFICER 353740 0 16223 0 0 0 11385 0 9485 0 390833 0 0 0 KYLE MACDONALD CHIEF SCIENCE OFFICER 218361 0 3250 0 0 0 8570 0 11470 0 241651 0 0 0 SARAH HUSTOLES CHIEF ADMINISTRATIVE OFFICER 198457 0 0 0 0 0 7836 0 1352 0 207645 0 0 0 LYNNE LEE CHIEF REVENUE OFFICER 185712 0 0 0 0 0 7336 0 2505 0 195553 0 0 0 RACHEL PICHETTE CHIEF MARKETING/PARTNERSHIP OFFICER 179989 0 1000 0 0 0 6051 0 1069 0 188109 0 0 0 TRACI CAUSEY CHIEF PROGRAM OFFICER 160429 0 1000 0 0 0 6372 0 933 0 168734 0 0 0 RACHEL LEWIS CHIEF FINANCIAL OFFICER 141038 0 6000 0 0 0 5777 0 2082 0 154897 0 0 0 PART I, LINE 1A A FITNESS STIPEND IS PROVIDED FOR ALL EMPLOYEES. THE AMOUNT OF THE FITNESS STIPEND IS $300 PER YEAR, PAID MONTHLY. 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 2024. 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 APRIL, 2025, TO DESIGNATE THE VICE PRESIDENT AS CHAIR-ELECT, AND THE SECRETARY AS CHAIR OF THE CORPORATE RELATIONS REVIEW COMMITTEE. 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 CHIEF FINANCIAL OFFICER AND THE PRESIDENT OF HUMAN RESOURCES 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.