2025-03-11T09:25:12-05:00 2024-06-30 221478099 COHNREZNICK LLP 621 CAPITOL MALL SUITE 2150 SACRAMENTO CA 95814 990 2023-07-01 952557063 PUBLIC HEALTH FOUNDATION ENTERPRISES INC PUBL 5622227894 13300 CROSSROADS PARKWAY N 450 CITY OF INDUSTRY CA 91746 BLAYNE CUTLER PRESIDENT/CEO 5622227894 2025-03-08 1 1 LORI ROTHE YOKOBOSKY CPA P01273422 9164429100 2025-02-13 2023 2025-03-06 01:10:19Z HELUNA HEALTH PHFE BLAYNE CUTLER 13300 CROSSROADS PARKWAY N 450 CITY OF INDUSTRY CA 91746 670244562 0 X WWW.HELUNAHEALTH.ORG X 1968 CA TO ENHANCE THE HEALTH, WELLNESS, AND RESILIENCE OF EVERY COMMUNITY WE SERVE. 16 16 2719 16 0 0 840712073 623073948 35165184 46549780 73016 619922 62030 912 876012303 670244562 0 0 0 0 187185131 183218515 0 0 881724 687423848 481443853 874608979 664662368 1403324 5582194 269782108 302098431 249097968 275732771 20684140 26365660 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 2024. 0 0 291480674 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 HAS BEEN 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. 125190993 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)[2] 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 THE CA INSTITUTE FOR BEHAVIORAL HEALTH SOLUTIONS AS THE PRIMARY AWARDEE TO ADMINISTER THE CYBHI EBP/CDEP PROGRAM. CIBHS IS SERVING AS THE PRIME WITH HELUNA HEALTH AND HMA SERVING AS SUBS. HELUNA WILL PROVIDE SUPPORT WITH A SERIES OF PROJECT MANAGEMENT, FISCAL INTERMEDIARY, SUBCONTRACTING, AND PROGRAM MONITORING ACTIVITIES. 52116616 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 NUTRITIONAL EDUCATION, BREASTFEEDING EDUCATION AND SUPPORT, REFERRALS TO COMMUNITY SERVICES AND NUTRITIOUS FOODS (I.E. LOWER FAT MILK, FRUITS AND VEGETABLES, WHOLE GRAIN CEREALS, AND EGGS). APPROXIMATELY 20% OF THE INDIVIDUALS SERVED ARE WOMEN, 25% ARE INFANTS, AND THE REMAINING 55% ARE CHILDREN AGED 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 31 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 INCLUDES 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 HAS A VERY ROBUST ONLINE AND SOCIAL MEDIA PRESENCE: WWW.PHFEWIC.ORG. 166416889 46550692 ALL OTHER PROGRAMSANGELS 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. 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 HELUNA HEALTH. 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 AND IT CURRENTLY EMPLOYS OVER 40 STAFF.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. HELUNA HEALTH PROVIDES ADMINISTRATIVE AND STAFFING SUPPORT FOR THIS PROGRAM TO ENSURE EFFECTIVE SERVICE DELIVERY.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. 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 COVID-19 ADULT COMMUNITY HEALTH AMBASSADOR PROGRAM:IN PARTNERSHIP WITH CONTRA COSTA HEALTH SERVICES, OFFICE OF THE DIRECTOR, HELUNA HEALTH IMPLEMENTED THE ADULT COMMUNITY HEALTH AMBASSADOR PROGRAM TO EDUCATE COMMUNITY MEMBERS ON A VARIETY OF COMMUNITY HEALTH TOPICS, INCLUDING INFECTIOUS DISEASE TRANSMISSION. 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: CAPACITY BUILDING TEMPORARY PERSONNEL SERVICES:PROVIDES 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 HELUNA HEALTH HR TEAM WORKS DIRECTLY WITH THE COUNTY TO FILL IN POSITIONS AS NEEDED. LOS ANGELES COUNTY HEALTH AGENCY SUPPORTIVE AND/OR HOUSING SERVICES: CAPACITY BUILDING - LOCAL HEALTH EMERGENCY 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). 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 AND MPOX 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.EPIDEMIOLOGY LABORATORY AND CAPACITY (ELC) CDC COVID-19 REOPENING SCHOOLS:HELUNA HEALTH AND THE CALIFORNIA DEPARTMENT OF PUBLIC HEALTH EMBARKED AND CONTRACTED TOGETHER DURING THE HEIGHT OF COVID-19 RESPONSE EFFORTS ON A COVID TESTING PROJECT. THE PURPOSE OF THIS PROJECT IS TO ENABLE K-12 SCHOOLS TO ESTABLISH COVID-19 SCREENING TESTING PROGRAMS TO SUPPORT IN- PERSON LEARNING THROUGHOUT THE STATE, 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. 166416889 46550692 635205172 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 1 425 0 1 2719 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 ALESSANDRO LAZZARINI BOARD MEMBER 3.00 X 0 0 0 ALEXANDER BAKER OUTGOING 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 OUTGOING BOARD MEMBER 3.00 X 0 0 0 GEORGIA CASCIATO OUTGOING 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 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 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 TAMARA JOSEPH BOARD MEMBER 3.00 X 0 0 0 TERHILDA GARRIDO BOARD MEMBER 3.00 X 0 0 0 VIRGINIA PRYOR BOARD MEMBER 3.00 X 0 0 0 VIVIAN VASALLO BOARD MEMBER 3.00 X 0 0 0 BLAYNE CUTLER MDPHD PRESIDENT AND CEO 40.00 X 566393 0 113521 BRIAN GIESELER CHIEF FINANCIAL OFFICER 40.00 X 369257 0 77371 ELIZABETH POWER ROBISON CHIEF ADVANCEMENT OFFICER 40.00 X 299578 0 18137 PETER DALE CHIEF PROGRAM OFFICER 40.00 X 338096 0 63357 TIMOTHY SEIFERT CHIEF HR OFFICER 40.00 X 354394 0 58821 ALI P MODARESSI EXECUTIVE DIRECTOR - LANES PROGRAM 40.00 X 269908 0 33681 JO KAY GHOSH DIRECTOR OF RESEARCH AND EVALUATION 40.00 X 233948 0 34507 JOSEPH A MANGARAPU SELVARAJ IT DIRECTOR - BUSINESS APPLICATIONS 40.00 X 304342 0 37020 KEVIN TRAN CONTROLLER 40.00 X 274122 0 36313 KIRAN SALUJA EXECUTIVE DIRECTOR - PHFE WIC PROGRAM 40.00 X 248884 0 47018 3258922 0 519746 243 0 1 0 JANEO LLC DBA ELEMENTS PHARMACY 12602 VENTURA BLVD STUDIO CITY C STUDIO CITY CA 91604 MOBILE VACCINATION SITES 797000 WEBSTER KAPLAN LLP 16830 VENTURA BLVD SUITE 130 ENCINO CA 91436 LEGAL 762719 CENTURY GROUP 222 N PACIFIC COAST HWY STE 2150 EL SEGUNDO CA 90245 RECRUITMENT 331279 FOLEY AND LARDNER LLP 555 S FLOWER ST SUITE 3300 LOS ANGELES CA 90071 LEGAL 221326 EMPHASIS MEDIA LLC 1625 S MOORINGS DR WILMINGTON NC 28405 PUBLIC RELATIONS 211370 15 622702662 371286 224886 623073948 MANAGEMENT FEES 624100 24871536 24871536 PRIVATE CONTRACTS 624100 13403450 13403450 ADMINISTRATIVE FIXED FEES 900099 8274794 8274794 46549780 619871 619871 51 0 51 51 51 OTHER INCOME 900099 912 912 912 670244562 46550692 0 619922 X 2162784 1801318 361466 136637086 122591167 13752293 293626 8002429 7245566 750704 6159 24763758 22190343 2493940 79475 11652458 10459945 1151197 41316 1789442 240361 1549081 97945 97945 124592 124592 430594451 428915185 1677550 1716 4943477 4907744 35733 954259 607390 343669 3200 4987832 3544503 1443329 6056978 5108905 914810 33263 1918840 1548290 342546 28004 1935382 1482659 435780 16943 38049 38049 1464497 1031148 433349 1330300 505630 824670 SUPPLIES 24311655 24311655 MEMBERSHIP/SUBSCRIPTION 482155 151840 313759 16556 IN-KIND SUPPLIES 224886 224320 566 EQUIP RENTAL & MAINT 189113 138521 50592 664662368 635205172 28575472 881724 27979810 23007116 7446073 27984953 212574504 222252101 3951602 2997007 26230917 12890067 9085280 13340850 7784768 11448436 960071 1067968 269782108 302098431 220042987 221552654 1792009 4894698 1565221 1132116 25697751 48153303 249097968 275732771 X 20684140 26365660 20684140 26365660 269782108 302098431 5582194 99326 0 X 0 1 X 1 1 1 X 121296130 582347721 1570740411 840712073 623073948 3738170283 121296130 582347721 1570740411 840712073 623073948 3738170283 3738170283 3208 153 366 73016 619871 696614 72021 39718 36330 62030 912 211011 3739077908 155653138 0.99980 0.99990 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2019 AMOUNT: $ 72,021. 2020 AMOUNT: $ 39,718. 2021 AMOUNT: $ 36,330. 2022 AMOUNT: $ 62,030. 2023 AMOUNT: $ 912. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 1 124592 0 0 124592 0 PART II-B, LINE 1: ADVOCACY FOR PUBLIC FUNDING PRIORITIES THAT MAY HAVE AN IMPACT ON OUR PROGRAMS. 946913 946913 5804754 271513 5533241 775545 774377 1168 17225187 11844177 5381010 1478518 1478518 13340850 ADVANCE ON GRANTOR PAYMENTS 3720566 ACCOUNTABILITY FOR PROGRAM ASSETS 6659317 AGENCY AND OTHER FUNDS PAYABLE 25923071 LEASE LIABILITY 11850349 48153303 X 670343888 99326 99326 670244562 0 670244562 664662368 0 664662368 0 664662368 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 MORELIKELY- THAN-NOT OF BEING SUSTAINED BY APPLICABLE TAX AUTHORITIES AS OF JUNE 30, 2024 AND 2023. HELUNA HEALTH'S FEDERAL AND STATE INCOME TAX RETURNS PRIOR TO 2021 AND 2020, RESPECTIVELY, ARE CLOSED AND MANAGEMENT CONTINUALLY EVALUATES EXPIRING STATUTES OF LIMITATIONS, AUDITS, PROPOSED SETTLEMENTS, CHANGES IN TAX LAW AND NEW AUTHORITATIVE RULINGS. 1 NORTH AMERICA 0 0 PROGRAM SERVICES RESEARCH SERVICES 376048 SOUTH AMERICA 0 0 PROGRAM SERVICES LOGISTIC & ADMIN. SERVICES/HIV PREVENTION AND CARE DISPARITY 278509 SOUTH ASIA 0 0 PROGRAM SERVICES STUDY ANALYSIS & RESEARCH SERVICES 32825 EUROPE 0 0 SUPPORT SERVICES MAINTENANCE & SUPPORT SERVICES 27600 NORTH AMERICA 0 0 SUPPORT SERVICES MAINTENANCE & SUPPORT SERVICES 7000 EUROPE 0 0 PROGRAM SERVICES RESEARCH SERVICES 4443 0 0 0 0 0 0 726425 0 726425 0 0 0 0 0 0 X X X 0 1 0 0 0 0 0 1 0 BLAYNE CUTLER MDPHD PRESIDENT AND CEO 461311 0 105082 0 0 0 69645 0 43876 0 679914 0 0 0 BRIAN GIESELER CHIEF FINANCIAL OFFICER 290032 0 79225 0 0 0 49575 0 27796 0 446628 0 0 0 TIMOTHY SEIFERT CHIEF HR OFFICER 283869 0 70525 0 0 0 47949 0 10872 0 413215 0 0 0 PETER DALE CHIEF PROGRAM OFFICER 267471 0 70625 0 0 0 46127 0 17230 0 401453 0 0 0 JOSEPH A MANGARAPU SELVARAJ IT DIRECTOR - BUSINESS APPLICATIONS 240217 0 64125 0 0 0 19204 0 17816 0 341362 0 0 0 ELIZABETH POWER ROBISON CHIEF ADVANCEMENT OFFICER 238053 0 61525 0 0 0 17975 0 162 0 317715 0 0 0 KEVIN TRAN CONTROLLER 224997 0 49125 0 0 0 16797 0 19516 0 310435 0 0 0 ALI P MODARESSI EXECUTIVE DIRECTOR - LANES PROGRAM 269908 0 0 0 0 0 16680 0 17001 0 303589 0 0 0 KIRAN SALUJA EXECUTIVE DIRECTOR - PHFE WIC PROGRA 211084 0 37800 0 0 0 34840 0 12178 0 295902 0 0 0 JO KAY GHOSH DIRECTOR OF RESEARCH AND EVALUATION 189923 0 44025 0 0 0 14559 0 19948 0 268455 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 $684,168 FOR THE YEAR ENDED JUNE 30, 2024. THE FOLLOWING INDIVIDUALS PARTICIPATED IN THE 457(F) PLAN DURING THE YEAR ENDED JUNE 30, 2024: - 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 2023 W-2. X DIAPERS/OTHER 978184 224886 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 6,279,814. MANAGEMENT AND GENERAL EXPENSES 157,213. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 6,437,027. SUBCONTRACTORS: PROGRAM SERVICE EXPENSES 159,422,700. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 159,422,700. OUTSIDE SERVICES: PROGRAM SERVICE EXPENSES 1,957,154. MANAGEMENT AND GENERAL EXPENSES 1,520,337. FUNDRAISING EXPENSES 1,716. TOTAL EXPENSES 3,479,207. SUBRECIPIENTS: PROGRAM SERVICE EXPENSES 261,255,517. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 261,255,517. 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 6939126 PUBLIC HEALTH FOUNDATION ENTERPRISES INC