2026-03-08T13:24:53-05:00 2025-06-30 333709623 COHNREZNICK ADVISORY LLC 621 CAPITOL MALL SUITE 2150 SACRAMENTO CA 95814 990 2024-07-01 952557063 PUBLIC HEALTH FOUNDATION ENTERPRISES INC PUBL 8002017320 13300 CROSSROADS PARKWAY N 450 CITY OF INDUSTRY CA 91746 CHRISTINE SOW PRES. & CEO 8002017320 2026-03-08 1 0 X LORI ROTHE YOKOBOSKY P01273422 9164429100 2026-03-08 2024 2025-03-06 01:10:19Z HELUNA HEALTH PHFE CHRISTINE SOW 13300 CROSSROADS PARKWAY N 450 CITY OF INDUSTRY CA 91746 686293901 0 X WWW.HELUNAHEALTH.ORG X 1968 CA TO ENHANCE THE HEALTH, WELLNESS, AND RESILIENCE OF EVERY COMMUNITY WE SERVE. 11 11 2463 11 0 0 623073948 635724216 46549780 49208547 619922 1272071 912 89067 670244562 686293901 0 0 0 0 183218515 188223452 0 0 546138 481443853 497311528 664662368 685534980 5582194 758921 302098431 266603260 275732771 239404206 26365660 27199054 X TO ENHANCE THE HEALTH, WELLNESS, AND RESILIENCE OF EVERY COMMUNITY WE SERVE - SEE SCHEDULE O FOR MORE DETAILS 0 0 265934281 EPIDEMIOLOGY LABORATORY AND CAPACITY (ELC): CORE FUNDING: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 HUNDREDS OF MILLIONS 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 2019-2029 WILL BE 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 CALIFORNIA DEPARTMENT OF PUBLIC HEALTH SINCE 1995 TO BOTH BUILD AND STRENGTHEN PUBLIC HEALTH SYSTEMS RELATED TO COMMUNICABLE DISEASES IN CALIFORNIA. 176261497 CHILDREN & YOUTH BEHAVIORAL HEALTH INITIATIVE PROGRAM:AS PART OF THE CHILDREN AND YOUTH BEHAVIORAL HEALTH INITIATIVE (CYBHI), DHCS IS ADMINISTERING GRANTS TO SCALE EVIDENCE-BASED AND COMMUNITY-DEFINED EVIDENCE PRACTICES (EBP/CDEP) AND WILL UTILIZE FUNDS TO SUPPORT MULTIPLE STATEWIDE EFFORTS FOR ELIGIBLE ENTITIES, INCLUDING BEHAVIORAL HEALTH PROVIDERS, COMMUNITY-BASED ORGANIZATIONS, TRIBAL ORGANIZATIONS, HEALTH PLANS, COUNTIES AND OTHERS, AS SPECIFIED. THESE GRANTS WILL SUPPORT THE IMPLEMENTATION AND SCALING OF EBP/CDEPS TO IMPROVE OUTCOMES FOR CHILDREN AND YOUTH WITH EMERGING AND EXISTING BEHAVIORAL HEALTH (MENTAL HEALTH AND SUBSTANCE USE) NEEDS FOR CHILDREN AND YOUTH AGES 0-25, AS WELL AS THEIR PARENTS AND CAREGIVERS. HELUNA HEALTH IS PARTNERING WITH CIBHS TO ADMINISTER THE CYBHI EBP/CDEP GRANT PROGRAM AND ASSIST DHCS WITH REVIEWING, SCORING, AND AWARDING APPLICANTS ACROSS FIVE ROUNDS OF FUNDING. CIBHS IS SERVING AS THE PRIME WITH HELUNA HEALTH SERVING AS SUBS. HELUNA WILL PROVIDE SUPPORT WITH A SERIES OF PROJECT MANAGEMENT, FISCAL INTERMEDIARY, SUBCONTRACTING, AND PROGRAM MONITORING ACTIVITIES. 51339515 WOMEN, INFANT AND CHILDREN PROGRAM:WIC, THE SPECIAL SUPPLEMENTAL NUTRITION PROGRAM FOR WOMEN, INFANTS AND CHILDREN, IS A USDA-FUNDED FOOD AND NUTRITION EDUCATION PROGRAM FOR PREGNANT, BREASTFEEDING, AND POSTPARTUM WOMEN, INFANTS AND CHILDREN UNDER THE AGE OF FIVE WHO ARE LOWER INCOME (UP TO 185% OF POVERTY) 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 AGE ONE TO FIVE. PHFE WIC HAS BEEN PROVIDING HIGH-QUALITY WIC SERVICES IN SOUTHERN CALIFORNIA FOR NEARLY 50 YEARS. PHFE WIC STAFF SERVE A CURRENT CASELOAD OF OVER 190,000 PARTICIPANTS EACH MONTH THROUGH A HYBRID SERVICE DELIVERY MODEL THAT ALLOWS FOR BOTH VIRTUAL SERVICES AND IN-PERSON VISITS AT 28 WIC CENTERS STRATEGICALLY LOCATED IN HIGH-DENSITY AREAS OF NEED THROUGHOUT LOS ANGELES, ORANGE, AND SAN BERNARDINO COUNTIES. PHFE WIC HAS APPROXIMATELY 540 EMPLOYEES, WHICH INCLUDE OVER 225 NUTRITION PROFESSIONALS, OVER 60 BREASTFEEDING STAFF SUCH AS LACTATION CONSULTANTS AND BREASTFEEDING PEER COUNSELORS, AND OVER 250 PARAPROFESSIONAL STAFF PROVIDING CULTURALLY APPROPRIATE SERVICES TO ELIGIBLE FAMILIES. THE PHFE WIC PROGRAM IS THE LARGEST LOCAL AGENCY WIC PROGRAM IN THE COUNTRY SERVING APPROXIMATELY 3% OF THE NATION'S TOTAL AND 19% 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. PHFE WIC MAINTAINS A VERY ROBUST ONLINE AND SOCIAL MEDIA PRESENCE: WWW.PHFEWIC.ORG. ALL OTHER PROGRAMSBRIDGE HIV: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), WE CONDUCT INNOVATIVE RESEARCH THAT GUIDES GLOBAL APPROACHES IN HIV PREVENTION. AS WE SEARCH FOR INNOVATIVE SOLUTIONS TO GUIDE HIV PREVENTION, WE CONTINUE TO CONDUCT CLINICAL TRIALS OF PROMISING STRATEGIES TO UNDERSTAND THEIR EFFECTIVENESS AND SAFETY ACROSS DIFFERENT POPULATIONS AT RISK FOR HIV INFECTION. THESE STRATEGIES INCLUDE THE SEARCH FOR AN EFFECTIVE HIV VACCINE, PREP (PREEXPOSURE PROPHYLAXIS), HIV SELF-TESTING, MHEALTH AND INTERVENTIONS TO HELP ACHIEVE HEALTH EQUITY.ANGELS CHILD CARE FOOD PROGRAM: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, AND SAN BERNARDINO 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 MONITOR 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. CEIP:THE CALIFORNIA EMERGING INFECTIONS PROGRAM (CEIP) IS ONE OF TEN EIP SITES. CEIP IS FUNDED BY THE CENTERS FOR DISEASE CONTROL AND PREVENTION (CDC) AND IS SPONSORED BY PUBLIC HEALTH FOUNDATION ENTERPRISES, INC. (PHFE). 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, AND MULTIPLE BAY AREA LOCAL HEALTH JURISDICTIONS.CEIP WAS INITIATED IN 1994 WITH DIRECTORS ARTHUR REINGOLD, MD, PREVIOUS ASSOCIATE DIRECTOR GRETCHEN ROTHROCK, MPH, AND SEVEN EMPLOYEES. IT NOW EMPLOYS OVER 40 STAFF, UNDER NEWLY APPOINTED JOELLE NADLE, ASSOCIATE DIRECTOR.SFHOT:THE SAN FRANCISCO HOMELESS OUTREACH TEAM IS A COLLABORATION BETWEEN THE SAN FRANCISCO DEPARTMENT OF HOMELESSNESS AND SUPPORTIVE HOUSING ("DHSH") AND HELUNA HEALTH. 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 AND OUTREACH SPECIALISTS BUILD A RAPPORT WITH HOMELESS ADULTS AND CONNECT THEM WITH VITAL SERVICES SUCH AS TEMPORARY SHELTER, MENTAL HEALTH AND SUBSTANCE USE TREATMENT, AND PERMANENT HOUSING SOLUTIONS. EPIDEMIOLOGY LABORATORY AND CAPACITY (ELC) CDC COVID-19 STATE, TRIBAL, LOCAL, AND TERRITORIAL FUNDING:THE U.S. GOVERNMENT HAS TAKEN UNPRECEDENTED ACTION TO ADDRESS THE PUBLIC HEALTH THREAT POSED BY THIS NEW CORONAVIRUS. TO ACCELERATE RESPONSE EFFORTS, CDC RECEIVED SUPPLEMENTAL FUNDS THROUGH FIVE CONGRESSIONAL ACTS: THE CORONAVIRUS PREPAREDNESS AND RESPONSE SUPPLEMENTAL APPROPRIATIONS ACT, 2020; CORONAVIRUS AID, RELIEF, AND ECONOMIC SECURITY ACT; PAYCHECK PROTECTION PROGRAM AND HEALTH CARE ENHANCEMENT ACT; CORONAVIRUS RESPONSE AND RELIEF SUPPLEMENTAL APPROPRIATIONS ACT, 2021; AND AMERICAN RESCUE PLAN ACT OF 2021. CDC IS ACTIVELY FUNDING STATE, TRIBAL, LOCAL, AND TERRITORIAL PUBLIC HEALTH ORGANIZATIONS TO MEET THE CHALLENGES OF THIS FAST-MOVING PUBLIC HEALTH THREAT. THE ELC FUNDING STRENGTHENS PUBLIC HEALTH PROGRAM GROWTH WHILE PROVIDING CRUCIAL FLEXIBILITY NEEDED TO ADDRESS EMERGING INFECTIOUS DISEASE ISSUES. IN THE EVENT OF PUBLIC HEALTH CRISIS, CDC OFTEN DISTRIBUTES FUNDING THROUGH THE ELC. THROUGH THIS FUNDING, HELUNA HEALTH HAS PARTNERED WITH CALIFORNIA DEPARTMENT OF PUBLIC HEALTH TO BOTH BUILD AND STRENGTHEN PUBLIC HEALTH SYSTEMS RELATED TO EMERGING INFECTIOUS DISEASE ISSUES IN CALIFORNIA.CONTRA COSTA HEALTH SERVICES-PUBLIC HEALTH DIVISION:HELUNA HEALTH PROVIDES STAFFING SUPPORT FOR THIS PROGRAM TO ENSURE EFFECTIVE SERVICE DELIVERY WITH REGARD TO COMMUNITY HEALTH PROMOTION FOR HEALTH EMERGENCIES, PUBLIC HEALTH, ENVIRONMENTAL HEALTH, AND EMERGENCY MEDICAL SERVICES. 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.CONTRA COSTA HEALTH WORKFORCE AMBASSADOR:HELUNA HEALTH PARTNERS WITH CONTRA COSTA COUNTY HEALTH SERVICES TO PROMOTE HEALTH EQUITY IN DISADVANTAGED COMMUNITIES. THIS FUNDING WILL BE USED TO ASSIST WITH RECRUITMENT AND HIRING OF TEMPORARY HEALTH AMBASSADORS FOR CCHS' HEALTH AMBASSADOR PROGRAM. THIS PROGRAM WILL PROVIDE HEALTH-RELATED WORK EXPERIENCE TO PARTICIPANTS AND STRENGTHEN LOCAL OUTREACH CAPACITY IN UNDERSERVED AREAS.CONTRA COSTA CORE:HELUNA HEALTH IS PARTNERING WITH CONTRA COSTA COUNTY HEALTH SERVICES TO LOCATE, ENGAGE, STABILIZE, AND HOUSE CHRONICALLY HOMELESS INDIVIDUALS IN CONTRA COSTA COUNTY. HELUNA HEALTH PROVIDES TECHNICAL ASSISTANCE AND HUMAN RESOURCE MANAGEMENT TO THE CORE PROGRAM.LOS ANGELES COUNTY HEALTH AGENCY SUPPORTIVE AND/OR HOUSING SERVICES MASTER AGREEMENT: CAPACITY BUILDING-TEMPORARY PERSONNEL SERVICES WORK ORDER NO. 164-HFH-CBPROVIDE 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 COUNTY TO FILL IN POSITIONS AS NEEDED. LOS ANGELES COUNTY HEALTH AGENCY SUPPORTIVE AND/OR HOUSING SERVICES MASTER AGREEMENT-CAPACITY BUILDING LOCAL HEALTH EMERGENCY TEMPORARY PERSONNEL SERVICES WORK ORDER NO. 213-HSA-CBSPROVIDE 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). THERE ARE TWO PERSONNEL CLASSIFICATIONS UNDER THIS WORK ORDER (EMERGENCY MEDICAL TECHNICIAN -SITE TESTING AND SUPERVISING EMERGENCY MEDICAL TECHNICAL-SITE TESTING. THESE POSITIONS WILL WORK AT VARIOUS TESTING FACILITIES/SITES THROUGHOUT LOS ANGELES COUNTY THAT PROVIDE COVID-19 TESTING TO LOS ANGELES COUNTY RESIDENTS BY PREPARING, OPENING, OPERATING AND CLOSING THE TESTING FACILITIES/SITES. COVID MOBILE SITES AND MOBILE MPOX SITES:HELUNA HEALTH PARTNERS WITH THE LOS ANGELES COUNTY 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 MISSION AND HAVE MADE SIGNIFICANT STRIDES IN DECREASING THE DISPARITY IN VACCINE UPTAKE IN CALIFORNIA.ENDING THE HIV EPIDEMIC SERVICED IN LA COUNTY:ENDING THE HIV EPIDEMIC IN THE U.S. WAS LAUNCHED BY THE FEDERAL ADMINISTRATION IN 2020. LOS ANGELES COUNTY PARTNERED WITH HELUNA HEALTH FOR THIS INITIATIVE. ITS GOAL WAS TO REDUCE HIV BY 75% BY 2025 AND 90% BY 2030 TO END THE HIV EPIDEMIC. TO REACH THIS GOAL, LOS ANGELES COUNTY NEEDS A SIGNIFICANT SCALE-UP AND EXPANDED REACH OF PROVEN AND NEW INTERVENTIONS TO WORK TOWARDS ENDING THE HIV EPIDEMIC.THROUGH COLLABORATION WITH KEY STAKEHOLDERS AND COMMUNITY PARTNERS, THE LOS ANGELES COUNTY DEPARTMENT OF PUBLIC HEALTH, DIVISION OF HIV AND STD PROGRAMS (DHSP), PLANS TO GUIDE, IMPLEMENT, AND EVALUATE ACTIVITIES THAT ENHANCE THE CURRENT LOS ANGELES COUNTY HIV PORTFOLIO; ALIGN STRATEGIES WITH THE FOUR PILLARS OF EHE, AND FURTHER ADVANCE EFFORTS TO PREVENT HIV AND IMPROVE HIV-RELATED HEALTH OUTCOMES AMONG PERSONS LIVING WITH HIV. 157537970 49297614 ENDING THE HIV EPIDEMIC (EHE): COMPONENT C MPOX SUPPLEMENT:THE COMPONENT C MPOX SUPPLEMENTAL PROGRAM INTEGRATES MPOX VACCINATION, DIAGNOSIS, AND TREATMENT INTO ROUTINE SEXUAL HEALTH SERVICES WITHIN STD CLINICS USING A SYNDEMIC APPROACH THAT ADDRESSES OVERLAPPING HEALTH AND SOCIAL CHALLENGES. BY BUILDING CLINIC AND PROVIDER CAPACITY TO EDUCATE, VACCINATE, AND MANAGE MPOX, THE PROGRAM AIMS TO REDUCE TRANSMISSION AMONG DISPROPORTIONATELY IMPACTED POPULATIONS. SUPPLEMENTAL FUNDING SUPPORTS THE SUSTAINABLE EXPANSION OF THESE SERVICES TO PREVENT FUTURE MPOX OUTBREAKS.CAPACITY BUILDING ASSISTANCE (CBA) FOR HIV PREVENTION PROGRAMS TO END THE HIV EPIDEMIC IN THE UNITED STATES:THE ENDING THE HIV EPIDEMIC (EHE) INITIATIVE HAS PROVIDED A NATIONAL FRAMEWORK TO ACHIEVE THE GOALS OF REDUCING NEW HIV INFECTIONS BY 75% BY 2025 AND 90% BY 2030. AS PART OF THE EHE INITIATIVE, HELUNA HEALTH AND THE CALIFORNIA PREVENTION TRAINING CENTER (CAPTC) PARTNER TO DELIVER TRAINING AND TECHNICAL ASSISTANCE TO HEALTH DEPARTMENTS (HD) AND COMMUNITY-BASED ORGANIZATIONS (CBO) TO IMPROVE PLANNING, IMPLEMENTATION AND EVALUATION OF HIV PREVENTION PROGRAMS. THE CALIFORNIA PREVENTION TRAINING CENTER HAS 3 DECADES OF EXPERIENCE WORKING DIRECTLY WITH A WIDE ARRAY OF HIV PROVIDERS IN HD AND CBO SETTINGS AND CONTINUES TO COLLABORATE WITH OTHER CBA PROVIDERS TO ENHANCE THE SKILLS OF THE MULTIDISCIPLINARY HIV WORKFORCE.SHERO HEALTHY FAMILIES COMMUNITY:SHERO "SHAPING HEALTHY EQUITABLE REPRODUCTIVE OUTCOMES" IS THE FIRST, HIGH-TOUCH, HUMAN-LED, TECH SOLUTION THAT OFFERS PRENATAL AND SOCIAL SUPPORT THROUGHOUT AND BEYOND PREGNANCY USING A VIRTUAL OUTREACH MODEL. AS PART OF THIS INITIATIVE HELUNA HEALTH IN PARTNERSHIP WITH MOMENTUM PARK HAS DEVELOPED INNOVATIVE MODELS FOR INTEGRATING COMMUNITY-BASED MATERNAL SUPPORT SERVICES INTO PERINATAL SYSTEMS OF CARE. MOMENTUM PARK INTEGRATES MEDICINE, PUBLIC HEALTH, ADVOCACY, AND TECHNOLOGY TO HELP SOLVE THE U.S. MATERNAL AND INFANT MORTALITY/MORBIDITY CRISIS. IT ADVANCES EQUITY AND JUSTICE THROUGH TECH-ENABLED EDUCATION AND PROGRAMS, DIRECTING RESOURCES AND EFFORTS TO THE HIGHEST IMPACTED COMMUNITIES.CDPH MPOX STAFFING AGREEMENT:HELUNA HEALTH PARTNERS WITH THE CALIFORNIA DEPARTMENT OF PUBLIC HEALTH (CDPH) TO EXPAND THE STATE'S CAPACITY TO ENGAGE HEALTHCARE PROVIDERS AND ENSURE THAT THE MOST CURRENT INFORMATION ON MONKEYPOX VACCINES AND THERAPEUTICS ARE AVAILABLE STATEWIDE. HELUNA HEALTH PROVIDES EMERGENCY PERSONNEL TO CDPH IN SUPPORT OF THE PUBLIC HEALTH SYSTEM, MANAGES ALL PERSONNEL-RELATED ACTIVITIES INCLUDING PAYROLL AND BENEFITS ADMINISTRATION, AND SUPPORTS THE STAFFING REQUIREMENTS OUTLINED IN THE AGREEMENT. IN DOING SO, HELUNA HEALTH IS RESPONSIBLE FOR THE RECRUITMENT, HIRING, MANAGEMENT, AND OVERSIGHT OF ALL PERSONNEL SPECIFIED UNDER THE AGREEMENT. 157537970 49297614 651073263 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 2463 1 0 0 0 0 0 0 0 0 0 0 0 0 X 11 11 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 CA X X KEVIN TRAN CONTROLLERINTERIM CFO 5622227824 13300 CROSSROADS PARKWAY NORTH CITY OF INDUSTRY CA 91746 ALESSANDRO LAZZARINI TREASURER 5.00 X 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 HOPE TARIRAI MAGO BOARD MEMBER 3.00 X 0 0 0 JEAN O'CONNOR BOARD MEMBER (THRU 8/2024) 3.00 X 0 0 0 JENNIFER COVICH BORDENICK 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 (THRU 8/2024) 3.00 X 0 0 0 SANTOSH VETTICADEN CHAIR OF THE BOARD 10.00 X X 0 0 0 SARAH RICH BOARD MEMBER (THRU 8/2024) 3.00 X 0 0 0 TAMARA JOSEPH BOARD MEMBER (THRU 8/2024) 3.00 X 0 0 0 TERHILDA GARRIDO BOARD MEMBER 3.00 X 0 0 0 VIRGINIA PRYOR BOARD MEMBER (THRU 11/2024) 3.00 X 0 0 0 VIVIAN VASALLO BOARD MEMBER 3.00 X 0 0 0 BLAYNE CUTLER MD PHD PRES. & CEO (THRU 9/2025) 40.00 X 590552 0 122208 BRIAN GIESELER CFO (THRU 4/2025) 40.00 X 420821 0 84186 ELIZABETH POWER ROBISON CAO (THRU 7/2024) 40.00 X 393650 0 23038 KEVIN TRAN CONTROLLER/INTERIM CFO 40.00 X 278858 0 42809 LOUIS GUTIERREZ SENIOR DIR. OF HR/CHIEF HR OFFICER 40.00 X 212965 0 54484 PETER DALE CHIEF PROGRAM OFFICER 40.00 X 356992 0 65345 TIMOTHY SEIFERT CHIEF HR OFF. (THRU 1/2025) 40.00 X 373987 0 58601 ALI P MODARESSI EXECUTIVE DIRECTOR - LANES PROGRAM 40.00 X 353209 0 35728 JO KAY GHOSH DIRECTOR OF RESEARCH AND EVALUATION 40.00 X 252460 0 37642 JOSEPH A MANGARAPU SELVARAJ IT DIRECTOR - BUSINESS APPLICATIONS 40.00 X 316234 0 42454 KIRAN SALUJA EXEC. DIR. - PHFE WIC PROGRAM 40.00 X 236612 0 47692 ROCHELLE MCLAURIN DIRECTOR OF CONTRACTS AND GRANTS 40.00 X 226949 0 27503 4013289 0 641690 285 0 1 0 WEBSTER KAPLAN LLP 16830 VENTURA BLVD SUITE 130 ENCINO CA 91436 LEGAL 1628686 JANEO LLC DBA ELEMENTS PHARMACY 12602 VENTURA BLVD STUDIO CITY C STUDIO CITY CA 91604 MOBILE VACCINATION SITES 691000 BRIDGING THE GAP ENTERPRISES LLC 317 S POINSETTIA AVE COMPTON CA 90221 PROGRAM RELATED SERVICES - CYBHI 562417 CENTURY GROUP 222 N PACIFIC COAST HWY STE 2150 EL SEGUNDO CA 90245 TEMPORARY STAFFING SERVICES 403456 CLOVERLEAF FAMILY COUNSELING PO BOX 1868 COARSEGOLD CA 93614 PROGRAM RELATED SERVICES - CYBHI 396248 17 635339023 385193 299906 635724216 MANAGEMENT FEES 624100 26350687 26350687 PRIVATE CONTRACTS 624100 14592313 14592313 ADMINISTRATIVE FIXED FEES 900099 8265547 8265547 49208547 1272071 1272071 OTHER INCOME 900099 89067 89067 89067 686293901 49297614 0 1272071 X 3084904 2838231 246673 137883302 122243313 15473541 166448 8259378 7373412 885497 469 27027001 23855630 3124676 46695 11968867 10595418 1354716 18733 4268927 776594 3492333 192035 192035 126000 126000 456531098 454907921 1570958 52219 8099204 8075215 23989 1203726 765324 438112 290 4605667 3128114 1477553 6047711 5086075 961636 2065357 1799559 264238 1560 1963781 1746809 216834 138 21243 990 20253 1969905 1558728 411177 1370153 523027 847126 SUPPLIES 7950992 7950992 MEMBERSHIP/SUBSCRIPTION 379475 224734 141828 12913 IN-KIND SUPPLIES 299906 299906 EQUIP RENTAL & MAINT 216348 161502 54846 685534980 651073263 33915579 546138 23007116 18466719 27984953 28454174 222252101 192308690 2997007 3443923 26337755 14118213 13340850 12219542 11448436 10818108 1067968 892104 302098431 266603260 221552654 181355574 4894698 8376744 1132116 48153303 49671888 275732771 239404206 X 26365660 27199054 26365660 27199054 302098431 266603260 758921 74473 0 X 0 1 X 1 1 1 X 582347721 1570740411 840712073 623073948 635724216 4252598369 582347721 1570740411 840712073 623073948 635724216 4252598369 4252598369 153 366 73016 619871 1272071 1965477 39718 36330 62030 912 89067 228057 4254791903 188363781 0.99950 0.99980 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2020 AMOUNT: $ 39,718. 2021 AMOUNT: $ 36,330. 2022 AMOUNT: $ 62,030. 2023 AMOUNT: $ 912. 2024 AMOUNT: $ 89,067. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 1 126000 0 0 126000 0 PART II-B, LINE 1: ADVOCACY FOR PUBLIC FUNDING PRIORITIES THAT MAY HAVE AN IMPACT ON OUR PROGRAMS. 946913 946913 5909453 421699 5487754 960818 775544 185274 18295766 12920970 5374796 224805 224805 12219542 ADVANCE ON GRANTOR PAYMENTS 2809552 ACCOUNTABILITY FOR PROGRAM ASSETS 5283641 AGENCY AND OTHER FUNDS PAYABLE 30268408 LEASE LIABILITY 11310287 49671888 X 686368374 74473 74473 686293901 0 686293901 685534980 0 685534980 0 685534980 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 "MORELIKELY- 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, 2025 AND 2024. HELUNA HEALTH'S FEDERAL AND STATE INCOME TAX RETURNS PRIOR TO 2022 AND 2021, RESPECTIVELY, ARE CLOSED AND MANAGEMENT CONTINUALLY EVALUATES EXPIRING STATUTES OF LIMITATIONS, AUDITS, PROPOSED SETTLEMENTS, CHANGES IN TAX LAW AND NEW AUTHORITATIVE RULINGS. 1 EUROPE 0 0 SUPPORT SERVICES MAINTENANCE & SUPPORT SERVICES 4200 EUROPE 0 0 PROGRAM SERVICES RESEARCH SERVICES 8925 NORTH AMERICA 0 0 PROGRAM SERVICES RESEARCH SERVICES/HIV PREVENTION 389122 NORTH AMERICA 0 0 SUPPORT SERVICES MAINTENANCE & SUPPORT SERVICES 7000 SOUTH AMERICA 0 0 PROGRAM SERVICES LOGISTIC & ADMIN. SERVICES/HIV PREVENTION AND CARE DISPARITY 68312 SOUTH ASIA 0 0 PROGRAM SERVICES STUDY ANALYSIS & RESEARCH SERVICES 59015 0 0 0 0 0 0 536574 0 536574 0 0 0 0 0 0 X X X X 1 1 0 0 0 0 0 1 0 BLAYNE CUTLER MD PHD PRES. & CEO (THRU 9/2025) 504457 0 86095 0 0 0 75700 0 46508 0 712760 0 0 0 BRIAN GIESELER CFO (THRU 4/2025) 336721 0 84100 0 0 0 53187 0 30999 0 505007 0 0 0 TIMOTHY SEIFERT CHIEF HR OFF. (THRU 1/2025) 298187 0 75800 0 0 0 47647 0 10954 0 432588 0 0 0 PETER DALE CHIEF PROGRAM OFFICER 279192 0 77800 0 0 0 47711 0 17634 0 422337 0 0 0 ELIZABETH POWER ROBISON CAO (THRU 7/2024) 144197 0 99369 0 150084 0 22922 0 116 0 416688 0 0 0 ALI P MODARESSI EXECUTIVE DIRECTOR - LANES PROGRAM 289269 0 63940 0 0 0 21352 0 14376 0 388937 0 0 0 JOSEPH A MANGARAPU SELVARAJ IT DIRECTOR - BUSINESS APPLICATIONS 248134 0 68100 0 0 0 19510 0 22944 0 358688 0 0 0 KEVIN TRAN CONTROLLER/INTERIM CFO 225958 0 52900 0 0 0 17124 0 25685 0 321667 0 0 0 JO KAY GHOSH DIRECTOR OF RESEARCH AND EVALUATION 204660 0 47800 0 0 0 15621 0 22021 0 290102 0 0 0 KIRAN SALUJA EXEC. DIR. - PHFE WIC PROGRAM 199572 0 37040 0 0 0 34160 0 13532 0 284304 0 0 0 LOUIS GUTIERREZ SENIOR DIR. OF HR/CHIEF HR OFFICER 170865 0 42100 0 0 0 13890 0 40594 0 267449 0 0 0 ROCHELLE MCLAURIN DIRECTOR OF CONTRACTS AND GRANTS 191149 0 35800 0 0 0 13743 0 13760 0 254452 0 0 0 PART I, LINES 4A-B 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 $523,699 FOR THE YEAR ENDED JUNE 30, 2025. THE FOLLOWING INDIVIDUALS PARTICIPATED IN THE 457(F) PLAN DURING THE YEAR ENDED JUNE 30, 2025: - BLAYNE CUTLER, M.D., PH.D. - BRIAN GIESELER - PETER DALE - TIMOTHY SEIFERT - KIRAN SALUJA SEVERANCE PAYMENT: DURING THE YEAR ENDED JUNE 30, 2025, HELUNA HEALTH MADE A SEVERANCE PAYMENT OF $138,031 TO ELIZABETH ROBISON, OUTGOING CHIEF ADVANCEMENT OFFICER. 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 2024 W-2. X 91115 FAIR MARKET VALUE X DIAPERS/OTHER 859979 208791 FAIR MARKET VALUE 0 0 0 PART I, COLUMN (B): COLUMN B REPRESENTS NUMBER OF CONTRIBUTIONS. FORM 990, PART III, LINE 1, DESCRIPTION OF ORGANIZATION MISSION: PUBLIC 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 2025. 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 5,925,731. MANAGEMENT AND GENERAL EXPENSES 167,845. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 6,093,576. SUBCONTRACTORS: PROGRAM SERVICE EXPENSES 209,818,286. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 209,818,286. OUTSIDE SERVICES: PROGRAM SERVICE EXPENSES 2,204,467. MANAGEMENT AND GENERAL EXPENSES 1,403,113. FUNDRAISING EXPENSES 52,219. TOTAL EXPENSES 3,659,799. SUBRECIPIENTS: PROGRAM SERVICE EXPENSES 236,959,437. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 236,959,437. 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 6735198 PUBLIC HEALTH FOUNDATION ENTERPRISES INC