Form990
Click to see attachment
Department of the Treasury
Internal Revenue Service
Return of Organization Exempt From Income Tax
Under section 501(c), 527, or 4947(a)(1) of the Internal Revenue Code (except black lung benefit trust or private foundation)

MediumBullet The organization may have to use a copy of this return to satisfy state reporting requirements.
OMB No. 1545-0047
2010
Open to Public Inspection
A For the calendar year, or tax year beginning 01-01-2010 and ending 12-31-2010
BCheck if applicable:
CName of organization
PUBLIC HEALTH INSTITUTE
 
Doing Business As
 
 
Number and street (or P.O. box if mail is not delivered to street address)
555 12TH STREET 10TH FLOOR
 
Room/suite
City or town, state or country, and ZIP + 4
OAKLAND, CA946074046
D Employer identification number

94-1646278
E Telephone number

G Gross receipts $ 98,307,808
F Name and address of principal officer:
MELANGE MATTHEWS
555 12TH STREET 10TH FLOOR
OAKLAND,CA946074046
I
Tax-exempt status: (   ) LeftBullet (insert no.) or
J
Website:MediumBullet
WWW.PHI.ORG
H(a)
Is this a group return for
affiliates?
H(b)
Are all affiliates included?
If "No," attach a list. (see instructions)
H(c)
Group exemption number MediumBullet  
K Form of organization:
 
L Year of formation: 1964
M State of legal domicile: CA
Part I
Summary
Activities & Governance 1 Briefly describe the organization’s mission or most significant activities: SEE PART III, LINE 1.
2 Check this box MediumBullet
3 Number of voting members of the governing body (Part VI, line 1a) .... 3 12
4 Number of independent voting members of the governing body (Part VI, line 1b) .... 4 10
5 Total number of individuals employed in calendar year 2010 (Part V, line 2a) ... 5 814
6 Total number of volunteers (estimate if necessary) .... 6 14
7a Total unrelated business revenue from Part VIII, column (C), line 12 .. 7a 214,035
b Net unrelated business taxable income from Form 990-T, line 34 .. 7b 102,567
Revenues; Prior Year Current Year
8 Contributions and grants (Part VIII, line 1h) ......... 63,925,445 53,143,566
9 Program service revenue (Part VIII, line 2g) ......... 31,726,758 45,134,023
10 Investment income (Part VIII, column (A), lines 3, 4, and 7d ) .... 73,198 30,219
11 Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e) 68,939 0
12 Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12)................... 95,794,340 98,307,808
Expenses; 13 Grants and similar amounts paid (Part IX, column (A), lines 1–3 )... 12,558,618 12,917,372
14 Benefits paid to or for members (Part IX, column (A), line 4) .... 0 0
15 Salaries, other compensation, employee benefits (Part IX, column (A), lines 5–10) 55,688,001 60,594,284
16a Professional fundraising fees (Part IX, column (A), line 11e).... 0 0
b Total fundraising expenses (Part IX, column (D), line 25) MediumBullet15,511    
17 Other expenses (Part IX, column (A), lines 11a–11d, 11f–24f).... 31,986,565 27,353,366
18 Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25) 100,233,184 100,865,022
19 Revenue less expenses. Subtract line 18 from line 12...... -4,438,844 -2,557,214
Net Assets or Fund Balances; Beginning of Current Year End of Year
20 Total assets (Part X, line 16)............ 32,066,518 26,687,321
21 Total liabilities (Part X, line 26)............ 17,139,610 14,317,627
22 Net assets or fund balances. Subtract line 21 from line 20 ..... 14,926,908 12,369,694
Part II
Signature Block
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than officer) is based on all information of which preparer has any knowledge.
Sign Here
JumboBullet
Signature of officer Date
JumboBullet
Type or print name and title.
Paid Preparer's Use Only Preparer's
signatureBig Right Arrow 		Date
right pointing bullet image Preparer’s taxpayer identification number
(see instructions)
Firm’s name (or yours
if self-employed),
address, and ZIP + 4Big Right Arrow




 		EIN right pointing bullet image
Phone no. right pointing bullet image
May the IRS discuss this return with the preparer shown above? (see instructions) .........
For Privacy Act and Paperwork Reduction Act Notice, see the separate instructions.
Cat. No. 11282Y
Form 990 (2010)
Form 990 (2010)
Page 2
Part III
Statement of Program Service Accomplishments
Check if Schedule O contains a response to any question in this Part III . . . . . . . . . .
1
Briefly describe the organization’s mission: PUBLIC HEALTH INSTITUTE GENERATES AND PROMOTES RESEARCH, LEADERSHIP AND PARTNERSHIPS TO BUILD CAPACITY FOR STRONG PUBLIC HEALTH POLICY, PROGRAMS, SYSTEMS AND PRACTICES.
2
Did the organization undertake any significant program services during the year which were not listed on
the prior Form 990 or 990-EZ? ....................
If “Yes,” describe these new services on Schedule O.
3
Did the organization cease conducting, or make significant changes in how it conducts, any program services? ..........................
If “Yes,” describe these changes on Schedule O.
4
Describe the exempt purpose achievements for each of the organization’s three largest program services by expenses.
Section 501(c)(3) and 501(c)(4) organizations and section 4947(a)(1) trusts are required to report the amount of grants and allocations to others, the total expenses, and revenue, if any, for each program service reported.
4a (Code:   ) (Expenses $ 27,241,239 including grants of $ 1,188,812 ) (Revenue $   )
GLOBAL HEALTH FELLOWS PROGRAM (GHFP): THE PUBLIC HEALTH INSTITUTE, WITH ITS PARTNERS, IMPLEMENTS THE GLOBAL HEALTH FELLOWS PROGRAM, FUNDED BY A FIVE-YEAR COOPERATIVE AGREEMENT WITH THE U.S. AGENCY FOR INTERNATIONAL DEVELOPMENT. THE PARTNERSHIP INCLUDES THE HARVARD SCHOOL OF PUBLIC HEALTH, MANAGEMENT SYSTEMS INTERNATIONAL AND THE TULANE UNIVERSITY SCHOOL OF PUBLIC HEALTH AND TROPICAL MEDICINE. GHFP'S VISION IS TO CREATE A LARGE, SUSTAINABLE POOL OF TALENTED GLOBAL HEALTH PROFESSIONALS AND TO STRENGTHEN THE EFFECTIVENESS OF USAID POPULATION, HEALTH AND NUTRITION PROGRAMS. GHFP RECRUITS TECHNICAL EXPERTS AT ALL PROFESSIONAL LEVELS IN WASHINGTON, D.C., AND ABROAD, AND PROVIDES CAREER DEVELOPMENT, PLACEMENT AND MENTORSHIP. GHFP'S DIVERSITY INITIATIVE CREATES OPPORTUNITIES FOR UNDERREPRESENTED POPULATIONS IN THE FIELD OF GLOBAL HEALTH, AND GHFP SUPPORTS ORGANIZATIONAL AND PROFESSIONAL DEVELOPMENT FOR CURRENT USAID STAFF IN WASHINGTON, D.C., AND USAID MISSIONS.
4b (Code:   ) (Expenses $ 8,141,755 including grants of $ 1,454,612 ) (Revenue $ 11,009,064 )
CALIFORNIA CANCER PREVENTION AND NUTRITION SECTION (NETWORK FOR A HEALTHY CALIFORNIA): PHI PARTNERS WITH THE CALIFORNIA DEPARTMENT OF PUBLIC HEALTH TO IMPLEMENT THE NETWORK FOR A HEALTHY CALIFORNIA. THE NETWORK LEADS A STATEWIDE MOVEMENT OF LOCAL, STATE AND NATIONAL PARTNERS COLLECTIVELY WORKING TOWARD IMPROVING THE HEALTH STATUS OF 2.8 MILLION LOW-INCOME CALIFORNIA PARENTS AND CHILDREN. IT USES MULTIPLE VENUES TO FACILITATE BEHAVIOR CHANGE IN HOMES, SCHOOLS, WORKSITES, AND COMMUNITIES TO CREATE ENVIRONMENTS THAT SUPPORT FRUIT AND VEGETABLE CONSUMPTION AND PHYSICAL ACTIVITY. THE NETWORK WORKS WITH NEARLY 150 PUBLIC AND NONPROFIT AGENCIES, PROVIDING STATE LEADERSHIP THROUGH CONTRACTS AND GRANTS TO SCHOOL DISTRICTS, LOCAL HEALTH DEPARTMENTS, HEALTH CENTERS, NONPROFIT ORGANIZATIONS AND OTHER GROUPS FOR ACTIVITIES SUCH AS DEVELOPING HEALTH EDUCATION TOOLS, MOUNTING SOCIAL MARKETING CAMPAIGNS, AND PROVIDING EVALUATION AND RESEARCH.
4c (Code:   ) (Expenses $ 4,946,150 including grants of $ 2,419,807 ) (Revenue $   )
CALIFORNIA CANCER REGISTRY (CCR): PHI ASSISTS THE STATE OF CALIFORNIA IN OPERATING THE LARGEST AND MOST COMPREHENSIVE STATEWIDE CANCER SURVEILLANCE SYSTEM IN THE WORLD. SINCE 1988, THE CALIFORNIA CANCER REGISTRY HAS COLLECTED INFORMATION ABOUT ALL CANCERS DIAGNOSED AMONG CALIFORNIA RESIDENTS (EXCEPT BASAL AND SQUAMOUS CELL CARCINOMA OF THE SKIN AND CARCINOMA IN SITU OF THE CERVIX). USING SOFTWARE DESIGNED PRIMARILY BY PHI EMPLOYEES AND SUBCONTRACTORS, EACH INCIDENCE OF CANCER IS REPORTED THROUGH A SYSTEM OF REGIONAL REGISTRIES TO THE STATEWIDE CENTRAL REGISTRY SYSTEM. THE CCR PROCESSES APPROXIMATELY 162,000 CASES A YEAR, AND AT THE CLOSE OF 2010, THE REGISTRY HELD OVER 3.4 MILLION RECORDS. THE CCR PROVIDES DATA AND ASSISTANCE TO RESEARCHERS BOTH WITHIN CALIFORNIA AND NATIONWIDE. IN ADDITION, THE CCR PRODUCES REPORTS ANNUALLY ON CANCER INCIDENCE AND MORTALITY IN THE STATE, CALIFORNIA CANCER FACTS AND FIGURES, IN CONJUNCTION WITH THE AMERICAN CANCER SOCIETY, AND FACT SHEETS ON VARIOUS CANCERS TO EDUCATE AND INFORM THE PUBLIC AND POLICYMAKERS.
(Code:   ) (Expenses $ 47,092,539 including grants of $ 7,854,140 ) (Revenue $ 33,987,055 )
CENTRAL TO ITS WORK, PHI ADDRESSES THE SOCIAL DETERMINANTS OF HEALTH AND WORKS TO ENSURE HEALTH EQUITY FOR ALL. OTHER PROGRAMS AT PHI DURING 2010 PROVIDED: STATE-OF-THE-ART TECHNICAL ASSISTANCE TO COMMUNITIES AND LOCAL AND STATE HEALTH DEPARTMENTS WORKING TO COMBAT THE OBESITY EPIDEMIC; STUDIES OF ALCOHOL AND SUBSTANCE USE ACROSS THE U.S. AND THE WORLD, CONTRIBUTING SIGNIFICANTLY TO THE BODY OF KNOWLEDGE IN THIS FIELD; AND BEST PRACTICES TO REDUCE UNNECESSARY HOSPITALIZATIONS DUE TO POOR MANAGEMENT OF ASTHMA, OBESITY AND OTHER CHRONIC CONDITIONS. PHI PROVIDED TRAINING TO IMPLEMENT THE AMERICANS WITH DISABILITIES ACT AMONG EMPLOYERS AND COLLEGES THROUGHOUT THE WESTERN REGION OF THE U.S. PHI ALSO OFFERED PROFESSIONAL DEVELOPMENT TO PUBLIC HEALTH LEADERS TO STRENGTHEN THEIR ABILITY TO REDUCE HEALTH INEQUITIES. PHI'S GLOBAL LEADERSHIP PROGRAMS FOR YOUTH ADDRESS REPRODUCTIVE HEALTH AND OTHER CRITICAL DEVELOPMENTAL ISSUES. TOGETHER, PHI PROGRAMS HELP TO IMPROVE QUALITY OF LIFE AROUND THE WORLD IN COMMUNITIES, HOMES, SCHOOLS AND WORKPLACES.
4d Other program services. (Describe in Schedule O.)
(Expenses $ 47,092,539 including grants of $ 7,854,140 ) (Revenue $ 33,987,055 )
4e Total program service expensesMediumBullet$ 87,421,683
Form 990 (2010)
Form 990 (2010)
Page 3
Part IV
Checklist of Required Schedules
Yes
No
1
Is the organization described in section 501(c)(3) or 4947(a)(1) (other than a private foundation)? If “Yes,” complete Schedule AClick to see attachment.....................
1
Yes
 
2
Is the organization required to complete Schedule B, Schedule of Contributors? Click to see attachment........
2
Yes
 
3
Did the organization engage in direct or indirect political campaign activities on behalf of or in opposition to candidates for public office? If “Yes,” complete Schedule C, Part IClick to see attachment..........
3
 
No
4
Section 501(c)(3) organizations. Did the organization engage in lobbying activities? If “Yes,” complete Schedule C,
Part IIClick to see attachment.........................
4
Yes
 
5
Is the organization a section 501(c)(4), 501(c)(5), or 501(c)(6) organization that receives membership dues, assessments, or similar amounts as defined in Revenue Procedure 98-19? If “Yes,” complete Schedule C, Part III........................
5
 
 
6
Did the organization maintain any donor advised funds or any similar funds or accounts where donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts? If “Yes,” complete
Schedule D, Part IClick to see attachment.......................
6
 
No
7
Did the organization receive or hold a conservation easement, including easements to preserve open space,
the environment, historic land areas or historic structures? If “Yes,” complete Schedule D, Part IIClick to see attachment...
7
 
No
8
Did the organization maintain collections of works of art, historical treasures, or other similar assets? If “Yes,” complete Schedule D, Part III Click to see attachment....................
8
 
No
9
Did the organization report an amount in Part X, line 21; serve as a custodian for amounts not listed in Part X; or provide credit counseling, debt management, credit repair, or debt negotiation services? If “Yes,”
complete Schedule D, Part IVClick to see attachment...................
9
 
No
10
Did the organization, directly or through a related organization, hold assets in term, permanent,or quasi-endowments? If “Yes,” complete Schedule D, Part VClick to see attachment
10
 
No
11
If the organization’s answer to any of the following questions is ‘Yes,’ then complete Schedule D, Parts VI, VII, VIII, IX, or X as applicable:
a
Did the organization report an amount for land, buildings, and equipment in Part X, line10? If “Yes,” complete Schedule D, Part VI.Click to see attachment
11a
Yes
 
b
Did the organization report an amount for investments—other securities in Part X, line 12 that is 5% or more of its total assets reported in Part X, line 16? If “Yes,” complete Schedule D, Part VII.Click to see attachment
11b
 
No
c
Did the organization report an amount for investments—program related in Part X, line 13 that is 5% or more of its total assets reported in Part X, line 16? If “Yes,” complete Schedule D, Part VIII.Click to see attachment
11c
 
No
d
Did the organization report an amount for other assets in Part X, line 15 that is 5% or more of its total assets reported in Part X, line 16? If “Yes,” complete Schedule D, Part IX.Click to see attachment
11d
 
No
e
Did the organization report an amount for other liabilities in Part X, line 25? If “Yes,” complete Schedule D, Part X.Click to see attachment
11e
 
No
f
Did the organization’s separate or consolidated financial statements for the tax year include a footnote that addresses the organization’s liability for uncertain tax positions under FIN 48 (ASC 740)? If “Yes,” complete Schedule D, Part X.Click to see attachment
11f
Yes
 
12a
Did the organization obtain separate, independent audited financial statements for the tax year? If “Yes,” complete Schedule D, Parts XI, XII, and XIII Click to see attachment
12a
Yes
 
b
Was the organization included in consolidated, independent audited financial statements for the tax year? If “Yes,” and if the organization answered ‘No’ to line 12a, then completing Schedule D, Parts XI, XII, and XIII is optional Click to see attachment
12b
 
No
13
Is the organization a school described in section 170(b)(1)(A)(ii)? If “Yes,” complete Schedule E
13
 
No
14a
Did the organization maintain an office, employees, or agents outside of the United States?....
14a
Yes
 
b
Did the organization have aggregate revenues or expenses of more than $10,000 from grantmaking, fundraising, business, and program service activities outside the United States? If “Yes,” complete Schedule F, Part I......... Click to see attachment
14b
Yes
 
15
Did the organization report on Part IX, column (A), line 3, more than $5,000 of grants or assistance to any organization or entity located outside the U.S.? If “Yes,” complete Schedule F, Part II.. Click to see attachment
15
Yes
 
16
Did the organization report on Part IX, column (A), line 3, more than $5,000 of aggregate grants or assistance to individuals located outside the U.S.? If “Yes,” complete Schedule F, Part III.. Click to see attachment
16
Yes
 
17
Did the organization report a total of more than $15,000, of expenses for professional fundraising services on Part IX, column (A), lines 6 and 11e? If “Yes,” complete Schedule G, Part I
17
 
No
18
Did the organization report more than $15,000 total of fundraising event gross income and contributions on Part VIII, lines 1c and 8a? If “Yes,” complete Schedule G, Part II..........
18
 
No
19
Did the organization report more than $15,000 of gross income from gaming activities on Part VIII, line 9a? If “Yes,” complete Schedule G, Part III...................
19
 
No
Form 990 (2010)
Form 990 (2010)
Page 4
Part IV
Checklist of Required Schedules (continued)
20a
Did the organization operate one or more hospitals? If “Yes,” complete Schedule H.....
20a
 
No
b
Did the organization attach its audited financial statement to this return? Note: All Form 990 filers that operate one or more hospitals must attach audited financial statements. .....
20b
 
 
21
Did the organization report more than $5,000 of grants and other assistance to governments and organizations in the United States on Part IX, column (A), line 1? If “Yes,” complete Schedule I, Parts I and II.. Click to see attachment
21
Yes
 
22
Did the organization report more than $5,000 of grants and other assistance to individuals in the United States on Part IX, column (A), line 2? If “Yes,” complete Schedule I, Parts I and III..... Click to see attachment
22
 
No
23
Did the organization answer “Yes” to Part VII, Section A, questions 3, 4, or 5, about compensation of the organization’s current and former officers, directors, trustees, key employees, and highest compensated employees? If “Yes,” complete Schedule J................ Click to see attachment
23
Yes
 
24a
Did the organization have a tax-exempt bond issue with an outstanding principal amount of more than $100,000 as of the last day of the year, that was issued after December 31, 2002? If “Yes,” answer questions 24b–24d and complete Schedule K. If “No,” go to line 25................
24a
 
No
b
Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception?...
24b
 
 
c
Did the organization maintain an escrow account other than a refunding escrow at any time during the year
to defease any tax-exempt bonds?......................
24c
 
 
d
Did the organization act as an “on behalf of” issuer for bonds outstanding at any time during the year?...
24d
 
 
25a
Section 501(c)(3) and 501(c)(4) organizations. Did the organization engage in an excess benefit transaction with a disqualified person during the year? If “Yes,” complete Schedule L, Part I...... Click to see attachment
25a
 
No
b
Is the organization aware that it engaged in an excess benefit transaction with a disqualified person in a prior year, and that the transaction has not been reported on any of the organization’s prior Forms 990 or 990-EZ? If “Yes,” complete Schedule L, Part I................ Click to see attachment
25b
 
No
26
Was a loan to or by a current or former officer, director, trustee, key employee, highly compensated employee, or disqualified person outstanding as of the end of the organization’s tax year? If “Yes,” complete Schedule L,
Part II........................... Click to see attachment
26
 
No
27
Did the organization provide a grant or other assistance to an officer, director, trustee, key employee, substantial contributor, or a grant selection committee member, or to a person related to such an individual? If “Yes,” complete Schedule L, Part III............... Click to see attachment
27
 
No
28
Was the organization a party to a business transaction with one of the following parties? (see Schedule L, Part IV instructions for applicable filing thresholds, conditions, and exceptions):
a
A current or former officer, director, trustee, or key employee? If “Yes,” complete Schedule L, Part IV ......................... Click to see attachment
28a
 
No
b
A family member of a current or former officer, director, trustee, or key employee? If “Yes,”
complete Schedule L, Part IV................... Click to see attachment
28b
Yes
 
c
An entity of which a current or former officer, director, trustee, or key employee (or a family member thereof) was an officer, director, trustee, or owner? If “Yes,” complete Schedule L, Part IV.. Click to see attachment
28c
 
No
29
Did the organization receive more than $25,000 in non-cash contributions? If “Yes,” complete Schedule M
29
 
No
30
Did the organization receive contributions of art, historical treasures, or other similar assets, or qualified conservation contributions? If “Yes,” complete Schedule M............
30
 
No
31
Did the organization liquidate, terminate, or dissolve and cease operations? If “Yes,” complete Schedule N,
Part I...........................
31
 
No
32
Did the organization sell, exchange, dispose of, or transfer more than 25% of its net assets? If “Yes,” complete Schedule N, Part II.......................
32
 
No
33
Did the organization own 100% of an entity disregarded as separate from the organization under Regulations sections 301.7701-2 and 301.7701-3? If “Yes,” complete Schedule R, Part I........
33
 
No
34
Was the organization related to any tax-exempt or taxable entity? If “Yes,” complete Schedule R, Parts II, III, IV, and V, line 1.....................
34
 
No
35
Is any related organization a controlled entity within the meaning of section 512(b)(13)? .....
35
 
No
a
Did the organization receive any payment from or engage in any transaction with a controlled entity within the meaning of section 512(b)(13)? If “Yes,” complete Schedule R, Part V, line 2...
36
Section 501(c)(3) organizations. Did the organization make any transfers to an exempt non-charitable related organization? If “Yes,” complete Schedule R, Part V, line 2...........
36
 
No
37
Did the organization conduct more than 5% of its activities through an entity that is not a related organization and that is treated as a partnership for federal income tax purposes? If “Yes,” complete Schedule R, Part VI
37
 
No
38
Did the organization complete Schedule O and provide explanations in Schedule O for Part VI, lines 11 and 19? Note. All Form 990 filers are required to complete Schedule O. ............
38
Yes
 
Form 990 (2010)
Form 990 (2010)
Page 5
Part V
Statements Regarding Other IRS Filings and Tax Compliance
Check if Schedule O contains a response to any question in this Part V . . . . . . . . . .
Yes
No
1a
Enter the number reported in Box 3 of Form 1096. Enter -0- if not applicable. .......
1a
482
b
Enter the number of Forms W-2G included in line 1a. Enter -0- if not applicable.
1b
0
c
Did the organization comply with backup withholding rules for reportable payments to vendors and reportable gaming (gambling) winnings to prize winners? ..................
1c
Yes
 
2a
Enter the number of employees reported on Form W-3, Transmittal of Wage and Tax Statements filed for the calendar year ending with or within the year covered by this return .....................
2a
814
b
If at least one is reported on line 2a, did the organization file all required federal employment tax returns?

Note. If the sum of lines 1a and 2a is greater than 250, you may be required to e-file. (see instructions)
2b
Yes
 
3a
Did the organization have unrelated business gross income of $1,000 or more during the year?.............................
3a
Yes
 
b
If “Yes,” has it filed a Form 990-T for this year? If “No,” provide an explanation in Schedule O.....
3b
Yes
 
4a
At any time during the calendar year, did the organization have an interest in, or a signature or other authority over, a financial account in a foreign country (such as a bank account or securities account)?.......................
4a
Yes
 
b
If "Yes," enter the name of the foreign country: MediumBulletIN
See instructions for filing requirements for Form TD F 90-22.1, Report of Foreign Bank and Financial Accounts.
5a
Was the organization a party to a prohibited tax shelter transaction at any time during the tax year?..
5a
 
No
b
Did any taxable party notify the organization that it was or is a party to a prohibited tax shelter transaction?
5b
 
No
c
If “Yes” to line 5a or 5b, did the organization file Form 8886-T? ........
5c
 
 
6a
Does the organization have annual gross receipts that are normally greater than $100,000, and did the organization solicit any contributions that were not tax deductible?..........
6a
 
No
b
If “Yes,” did the organization include with every solicitation an express statement that such contributions or gifts were not tax deductible?........................
6b
 
 
7
Organizations that may receive deductible contributions under section 170(c).
a
Did the organization receive a payment in excess of $75 made partly as a contribution and partly for goods and services provided to the payor?....................
7a
 
No
b
If “Yes,” did the organization notify the donor of the value of the goods or services provided?.....
7b
 
 
c
Did the organization sell, exchange, or otherwise dispose of tangible personal property for which it was required to file Form 8282?...........................
7c
 
No
d
If “Yes,” indicate the number of Forms 8282 filed during the year ....
7d
 
e
Did the organization receive any funds, directly or indirectly, to pay premiums on a personal benefit contract?..........................
7e
 
No
f
Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract?..
7f
 
No
g
If the organization received a contribution of qualified intellectual property, did the organization file Form 8899 as required?...................
7g
 
 
h
If the organization received a contribution of cars, boats, airplanes, or other vehicles, did the organization file a Form 1098-C?...............
7h
 
 
8
Sponsoring organizations maintaining donor advised funds and section 509(a)(3) supporting organizations. Did the supporting organization, or a donor advised fund maintained by a sponsoring organization, have excess business holdings at any time during the year?................
8
 
 
9
Sponsoring organizations maintaining donor advised funds.
a
Did the organization make any taxable distributions under section 4966?.........
9a
 
 
b
Did the organization make a distribution to a donor, donor advisor, or related person?......
9b
 
 
10
Section 501(c)(7) organizations. Enter:
a
Initiation fees and capital contributions included on Part VIII, line 12 ...
10a
 
b
Gross receipts, included on Form 990, Part VIII, line 12, for public use of club facilities
10b
 
11
Section 501(c)(12) organizations. Enter:
a
Gross income from members or shareholders .........
11a
 
b
Gross income from other sources (Do not net amounts due or paid to other sources against amounts due or received from them.) ........
11b
 
12a
Section 4947(a)(1) non-exempt charitable trusts. Is the organization filing Form 990 in lieu of Form 1041?
12a
 
 
b
If “Yes,” enter the amount of tax-exempt interest received or accrued during the year.
12b
 
13
Section 501(c)(29) qualified nonprofit health insurance issuers.
a
Is the organization licensed to issue qualified health plans in more than one state?
Note. All 501(c)(29) organizations must list in Schedule O each state in which they are licensed to issue qualified health plans, the amount of reserves required by each state, and the amount of reserves the organization allocated to each state.
13a
 
 
b
Enter the aggregate amount of reserves the organization is required to maintain by the states in which the organization is licensed to issue qualified health plans.
13b
 
c
Enter the aggregate amount of reserves on hand.
13c
 
14a
Did the organization receive any payments for indoor tanning services during the tax year?.....
14a
 
 
b
If "Yes," has it filed a Form 720 to report these payments? If “No,” provide an explanation in Schedule O..
14b
 
 
Form 990 (2010)
Form 990 (2010)
Page 6
Part VI
Governance, Management, and Disclosure For each “Yes” response to lines 2 through 7b below, and for a “No” response to lines 8a, 8b, or 10b below, describe the circumstances, processes, or changes in Schedule O. See instructions.
Check if Schedule O contains a response to any question in this Part VI . . . . . . . . . .
Section A. Governing Body and Management
Yes
No
1a
Enter the number of voting members of the governing body at the end of the tax year ..............
1a
12
b
Enter the number of voting members included in line 1a, above, who are independent .................
1b
10
2
Did any officer, director, trustee, or key employee have a family relationship or a business relationship with any other officer, director, trustee, or key employee? .................
2
 
No
3
Did the organization delegate control over management duties customarily performed by or under the direct supervision of officers, directors or trustees, or key employees to a management company or other person? ..
3
 
No
4
Did the organization make any significant changes to its governing documents since the prior Form 990 was filed?
4
 
No
5
Did the organization become aware during the year of a significant diversion of the organization’s assets? .
5
 
No
6
Does the organization have members or stockholders? ................
6
 
No
7a
Does the organization have members, stockholders, or other persons who may elect one or more members of the governing body? .........................
7a
 
No
b
Are any decisions of the governing body subject to approval by members, stockholders, or other persons? ..
7b
 
No
8
Did the organization contemporaneously document the meetings held or written actions undertaken during the year by the following:
a
The governing body? .........................
8a
Yes
 
b
Each committee with authority to act on behalf of the governing body? ............
8b
Yes
 
9
Is there any officer, director, trustee, or key employee listed in Part VII, Section A, who cannot be reached at the organization’s mailing address? If “Yes,” provide the names and addresses in Schedule O .....
9
 
No
Section B. Policies (This Section B requests information about policies not required by the Internal
Revenue Code.)
Yes
No
10a
Does the organization have local chapters, branches, or affiliates? ............
10a
 
No
b
If “Yes,” does the organization have written policies and procedures governing the activities of such chapters, affiliates, and branches to ensure their operations are consistent with those of the organization? ....
10b
 
 
11a
Has the organization provided a copy of this Form 990 to all members of its governing body before filing the form?
11a
Yes
 
b
Describe in Schedule O the process, if any, used by the organization to review the Form 990. .....
12a
Does the organization have a written conflict of interest policy? If “No,” go to line 13.......
12a
Yes
 
b
Are officers, directors or trustees, and key employees required to disclose annually interests that could give rise to conflicts? ...........................
12b
Yes
 
c
Does the organization regularly and consistently monitor and enforce compliance with the policy? If “Yes,” describe in Schedule O how this is done ....................
12c
Yes
 
13
Does the organization have a written whistleblower policy? ...............
13
Yes
 
14
Does the organization have a written document retention and destruction policy? .........
14
Yes
 
15
Did the process for determining compensation of the following persons include a review and approval by independent persons, comparability data, and contemporaneous substantiation of the deliberation and decision?
a
The organization’s CEO, Executive Director, or top management official ...........
15a
Yes
 
b
Other officers or key employees of the organization ................
15b
Yes
 
If "Yes" to line a or b, describe the process in Schedule O. (See instructions.)
16a
Did the organization invest in, contribute assets to, or participate in a joint venture or similar arrangement with a taxable entity during the year? ......................
16a
 
No
b
If “Yes,” has the organization adopted a written policy or procedure requiring the organization to evaluate its participation in joint venture arrangements under applicable federal tax law, and taken steps to safeguard the organization’s exempt status with respect to such arrangements? ............
16b
 
 
Section C. Disclosure
17
List the States with which a copy of this Form 990 is required to be filedMediumBullet
CA
18
Section 6104 requires an organization to make its Form 1023 (or 1024 if applicable), 990, and 990-T (501(c)(3)s only) available for public inspection. Indicate how you make these available. Check all that apply.
19
Describe in Schedule O whether (and if so, how), the organization makes its governing documents, conflict of interest policy, and financial statements available to the public.
20
State the name, physical address, and telephone number of the person who possesses the books and records of the organization: MediumBullet
RALPH MCKINNON
555 12TH STREET 10TH FLOOR
OAKLAND,CA946074046
(510) 285-5580
Form 990 (2010)
Form 990 (2010)
Page 7
Part VII
Compensation of Officers, Directors,Trustees, Key Employees, Highest Compensated Employees, and Independent Contractors
Check if Schedule O contains a response to any question in this Part VII . . . . . . . . . .
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees
1a Complete this table for all persons required to be listed. Report compensation for the calendar year ending with or within the organization’s tax year.
RoundBullet List all of the organization’s current officers, directors, trustees (whether individuals or organizations), regardless of amount
of compensation, and current key employees. Enter -0- in columns (D), (E), and (F) if no compensation was paid.

RoundBullet List all of the organization’s current key employees, if any. See instructions for definition of "key employee."
RoundBullet List the organization’s five current highest compensated employees (other than an officer, director, trustee or key employee)
who received reportable compensation (Box 5 of Form W-2 and/or Box 7 of Form 1099-MISC) of more than $100,000 from the
organization and any related organizations.

RoundBullet List all of the organization’s former officers, key employees, or highest compensated employees who received more than $100,000
of reportable compensation from the organization and any related organizations.

RoundBullet List all of the organization’s former directors or trustees that received, in the capacity as a former director or trustee of the
organization, more than $10,000 of reportable compensation from the organization and any related organizations.

List persons in the following order: individual trustees or directors; institutional trustees; officers; key employees; highest
compensated employees; and former such persons.
Check this box if neither the organization nor any related organizations compensated any current or former officer, director, or trustee.
(A)
Name and Title 		(B)
Average hours per week (describe hours for related organizations in Schedule O) 		(C)
Position (check all that apply) 		(D)
Reportable compensation from the organization (W- 2/1099-MISC) 		(E)
Reportable compensation from related organizations (W- 2/1099-MISC) 		(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; Officer; Key Employee; Highest compensated employee; Former;
(1) MARY A PITTMAN
PRESIDENT & CEO
 40.00 X   X       381,224 0 49,620
(2) SHARON LEVINE
CHAIR
 1.00 X   X       0 0 0
(3) DILEEP BAL
VICE-CHAIR
 1.00 X   X       0 0 0
(4) FREDERICK HESSLER
TREASURER
 1.00 X   X       0 0 0
(5) ROBERTO OTTO VALDEZ
SECRETARY
 1.00 X   X       0 0 0
(6) THOMAS GREENFIELD - SEE SCH O
PI REP TO THE BOARD
 40.00 X           203,881 0 29,204
(7) KATHY CAHILL
BOARD MEMBER
 1.00 X           0 0 0
(8) JOHN O'BRIEN
BOARD MEMBER
 1.00 X           0 0 0
(9) JOHN SEFFRIN
BOARD MEMBER
 1.00 X           0 0 0
(10) ROBERTO TAPIA-CONYER
BOARD MEMBER
 1.00 X           0 0 0
(11) KIMBERLYDAWN WISDOM
BOARD MEMBER
 1.00 X           0 0 0
(12) ANTRONETTE YANCEY
BOARD MEMBER
 1.00 X           0 0 0
(13) BOB WOLFSON
SRVP & COO
 40.00     X       288,845 0 33,388
(14) B MELANGE MATTHEWS
CHEIF OF STAFF / COO
 40.00       X     219,564 0 24,688
(15) SHARON RUDY
PI PROGRAM DIRECTOR IV
 40.00       X     227,850 0 32,126
(16) DIANA PASCUAL
VP HUMAN RESOURCES
 40.00       X     162,867 0 26,903
(17) JAMES SIMPSON
GENERAL COUNSEL
 40.00         X   228,929 0 34,214
Form 990 (2010)
Form 990 (2010)
Page 8
Part VII
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees (continued)
(A)
Name and Title 		(B)
Average hours per week (describe hours for related organizations in Schedule O) 		(C)
Position (check all that apply) 		(D)
Reportable compensation from the organization (W- 2/1099-MISC) 		(E)
Reportable compensation from related organizations (W- 2/1099-MISC) 		(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; Officer; Key Employee; Highest compensated employee; Former;
(18) TRENTON RUEBUSH
SR. TECHNICAL ADVISOR I
 40.00         X   233,233 0 25,501
(19) RONALD WALDMAN
SR. TECHNICAL ADVISOR I
 40.00         X   205,376 0 29,461
(20) DAVID LINDEMAN
PI RESEARCH PROG. DIRECTOR
 40.00         X   196,467 0 22,463
(21) NORMAN CONSTANTINE
PI RESEARCH PROG. DIRECTOR III
 40.00         X   188,451 0 21,608


















1b Sub-Total................MediumBullet
c Total from continuation sheets to Part VII, Section A....MediumBullet
d Total (add lines 1b and 1c)............MediumBullet 2,536,687 0 329,176
2
Total number of individuals (including but not limited to those listed above) who received more than $100,000 in reportable compensation from the organizationMediumBullet106
Yes
No
3
Did the organization list any former officer, director or trustee, key employee, or highest compensated employee on line 1a? If “Yes,” complete Schedule J for such individual .............
3
 
No
4
For any individual listed on line 1a, is the sum of reportable compensation and other compensation from the organization and related organizations greater than $150,000? If “Yes,” complete Schedule J for such individual...........................
4
Yes
 
5
Did any person listed on line 1a receive or accrue compensation from any unrelated organization or individual for services rendered to the organization? If “Yes,” complete Schedule J for such person .....
5
 
No
Section B. Independent Contractors
1
Complete this table for your five highest compensated independent contractors that received more than $100,000 of compensation from the organization.
(A)
Name and business address 		(B)
Description of services 		(C)
Compensation
BROWN MILLER COMMUNICATIONS
1114 JONES STREET
MARTINEZ,CA94553 		PUBLIC RELATIONS SERVICES 212,056
PATRICIA POWERS
4907 SECLUDED OAKS LANE
CARMICHAEL,CA95608 		PROJECT CONSULTANT 171,894
SOUTHERN CALIFORNIA 2ND JURISDICTION COG
9829 CAMPO ROAD
SPRING VALLEY,CA91977 		PROJECT CONSULTANT 132,500
CENTER FOR COLLABORATIVE SOLUTIONS
1329 HOWE AVE SUITE 200
SACRAMENTO,CA95825 		PROJECT CONSULTANT 126,657
LUMETRA HEALTHCARE SOLUTIONS
1 SANSOME STREET 6TH FLOOR
SAN FRANCISCO,CA94104 		PROJECT CONSULTANT 107,628
2
Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 in compensation from the organization MediumBullet10
Form 990 (2010)
Form 990 (2010)
Page 9
Part VIII
Statement of Revenue
(A)
Total revenue 		(B)
Related or
exempt
function
revenue 		(C)
Unrelated
business
revenue 		(D)
Revenue
excluded from
tax under sections
512, 513, or 514
Contributions, gifts, grants and other similar amounts 1a Federated campaigns..1a  
b Membership dues....1b  
c Fundraising events....1c  
d Related organizations...1d  
e Government grants (contributions)1e 34,512,908
f All other contributions, gifts, grants, and
similar amounts not included above1f 		18,630,658
g Noncash contributions included in lines 1a-1f:$  
h Total. Add lines 1a-1f.......MediumBullet 53,143,566
Program Service Revenue Business Code
2a CONTRACTS 900,009 44,872,067 44,872,067    
b SERVICE FEES 900,009 214,035   214,035  
c PUBLICATION SALES 900,009 47,921 47,921    
d
e
f All other program service revenue .        
g Total. Add lines 2a–2f........MediumBullet 45,134,023
Other Revenue 3 Investment income (including dividends, interest
and other similar amounts).....MediumBullet 30,219     30,219
4 Income from investment of tax-exempt bond proceeds..MediumBullet        
5 Royalties............MediumBullet        
(i) Real (ii) Personal
6a Gross Rents    
b Less: rental expenses    
c Rental income or (loss)    
d Net rental income or (loss).......MediumBullet        
(i) Securities (ii) Other
7a Gross amount from sales of assets other than inventory    
b Less: cost or other basis and sales expenses    
c Gain or (loss)    
d Net gain or (loss)..........MediumBullet        
8a Gross income from fundraising events (not including
$  
of contributions reported on line 1c). See Part IV, line 18 ...
a  
b Less: direct expenses ...b  
c Net income or (loss) from fundraising events..MediumBullet      
9a Gross income from gaming activities.
See Part IV, line 19 ...
a  
b Less: direct expenses ...b  
c Net income or (loss) from gaming activities...MediumBullet        
10a Gross sales of inventory, less
returns and allowances .
a  
b Less: cost of goods sold ..b  
c Net income or (loss) from sales of inventory..MediumBullet        
Miscellaneous Revenue Business Code
11a            
b            
c            
d All other revenue ....        
e Total. Add lines 11a–11d ......MediumBullet  
12 Total revenue. See Instructions....MediumBullet 98,307,808 44,919,988 214,035 30,219
Form 990 (2010)
Form 990 (2010)
Page 10
Part IX
Statement of Functional Expenses
Section 501(c)(3) and 501(c)(4) organizations must complete all columns. All other organizations must complete column (A) but are not required to complete columns (B), (C), and (D).
Do not include amounts reported on lines 6b,
7b, 8b, 9b, and 10b of Part VIII. 		(A)
Total expenses 		(B)
Program service expenses 		(C)
Management and general expenses 		(D)
Fundraising expenses
1 Grants and other assistance to governments and organizations in the U.S. See Part IV, line 21 11,738,959 11,738,959
2 Grants and other assistance to individuals in the U.S. See Part IV, line 22    
3 Grants and other assistance to governments, organizations, and individuals outside the U.S. See Part IV, lines 15 and 16 1,178,413 1,178,413
4 Benefits paid to or for members    
5 Compensation of current officers, directors, trustees, and key employees .... 1,680,160 541,301 1,137,207 1,652
6 Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) ....        
7 Other salaries and wages 41,565,228 35,499,810 6,062,514 2,904
8 Pension plan contributions (include section 401(k) and section 403(b) employer contributions) .... 4,072,382 3,469,694 602,376 312
9 Other employee benefits ....... 10,049,438 8,428,058 1,620,408 972
10 Payroll taxes ........... 3,227,076 2,696,703 530,044 329
11 Fees for services (non-employees):        
a Management ......        
b Legal ......... 56,221 55,741 465 15
c Accounting ........... 129,975 128,864 1,076 35
d Lobbying ........... 10,108 10,021 84 3
e Professional fundraising. See Part IV, line 17..    
f Investment management fees ......        
g Other .......... 5,306,872 5,085,401 219,924 1,547
12 Advertising and promotion .... 335,021 331,419 3,602  
13 Office expenses ....... 4,091,956 3,234,181 853,435 4,340
14 Information technology ...... 584,732 543,617 41,115  
15 Royalties ..        
16 Occupancy ........... 4,581,447 3,192,814 1,388,633  
17 Travel ............ 6,771,853 6,529,650 241,922 281
18 Payments of travel or entertainment expenses for any federal, state, or local public officials ......        
19 Conferences, conventions, and meetings .... 2,416,093 2,225,090 187,945 3,058
20 Interest ........... 2,660 1,401 1,259  
21 Payments to affiliates .......        
22 Depreciation, depletion, and amortization ..... 24,136   24,136  
23 Insurance .............. 88,136 2,500 85,636  
24 Other expenses. Itemize expenses not covered above. (Expenses grouped together and labeled miscellaneous may not exceed 5% of total expenses shown on line 25 below.)
a PROGRAM SUPPORT 1,172,594 1,172,594    
b TEMPORARY HELP 903,261 868,940 34,321  
c MISCELLANEOUS 878,301 486,512 391,726 63
d
e
f All other expenses        
25 Total functional expenses. Add lines 1 through 24f 100,865,022 87,421,683 13,427,828 15,511
26 Joint costs. Check here MediumBullet if following
SOP 98-2 (ASC 958-720). Complete this line only if the organization reported in column (B) joint costs from a combined educational campaign and fundraising solicitation 		       
Form 990 (2010)
Form 990 (2010)
Page 11
Part X Balance Sheet
(A)
Beginning of year 		(B)
End of year
Assets 1 Cash—non-interest-bearing .......... 15,794,521 1 4,526
2 Savings and temporary cash investments ....... 1,802,177 2 15,023,515
3 Pledges and grants receivable, net ......... 13,508,441 3 10,661,789
4 Accounts receivable, net .........   4  
5 Receivables from current and former officers, directors, trustees, key employees, and highest compensated employees. Complete Part II of
Schedule L ..........   5  
6 Receivables from other disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B). Complete Part II of
Schedule L ..........   6  
7 Notes and loans receivable, net .............   7  
8 Inventories for sale or use ..............   8  
9 Prepaid expenses and deferred charges ............ 891,414 9 901,275
10a Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D 10a 406,085
b Less: accumulated depreciation. ..... 10b 360,256 69,965 10c 45,829
11 Investments—publicly traded securities ..........   11  
12 Investments—other securities. See Part IV, line 11 ......   12  
13 Investments—program-related. See Part IV, line 11 ..   13  
14 Intangible assets .........   14  
15 Other assets. See Part IV, line 11 ........... 0 15 50,387
16 Total assets. Add lines 1 through 15 (must equal line 34)... 32,066,518 16 26,687,321
Liabilities 17 Accounts payable and accrued expenses . 11,770,853 17 11,434,176
18 Grants payable ..........   18  
19 Deferred revenue .......... 5,368,757 19 2,883,451
20 Tax-exempt bond liabilities ..........   20  
21 Escrow or custodial account liability. Complete Part IV of Schedule D..   21  
22 Payables to current and former officers, directors, trustees, key
employees, highest compensated employees, and disqualified
persons. Complete Part II of Schedule L..........   22  
23 Secured mortgages and notes payable to unrelated third parties ..   23  
24 Unsecured notes and loans payable to unrelated third parties ....   24  
25 Other liabilities. Complete Part X of Schedule D.....   25  
26 Total liabilities. Add lines 17 through 25..... 17,139,610 26 14,317,627
Net Assets or Fund Balance Organizations that follow SFAS 117, check here MediumBullet and complete lines 27 through 29, and lines 33 and 34.
27 Unrestricted net assets ..... 4,246,268 27 5,704,249
28 Temporarily restricted net assets ..... 10,680,640 28 6,665,445
29 Permanently restricted net assets .....   29  
Organizations that do not follow SFAS 117, check here MediumBullet and complete lines 30 through 34.
30 Capital stock or trust principal, or current funds .....   30  
31 Paid-in or capital surplus, or land, building or equipment fund .....   31  
32 Retained earnings, endowment, accumulated income, or other funds   32  
33 Total net assets or fund balances ..... 14,926,908 33 12,369,694
34 Total liabilities and net assets/fund balances ..... 32,066,518 34 26,687,321
Form 990 (2010)
Form 990 (2010)
Page 12
Part XI
Reconcilliation of Net Assets
Check if Schedule O contains a response to any question in this Part XI . . . . . . . . . .
1
Total revenue (must equal Part VIII, column (A), line 12) . . .
1
98,307,808
2
Total expenses (must equal Part IX, column (A), line 25) . . . . .
2
100,865,022
3
Revenue less expenses. Subtract line 2 from line 1 . . . .
3
-2,557,214
4
Net assets or fund balances at beginning of year (must equal Part X, line 33, column (A)) . .
4
14,926,908
5
Other changes in net assets or fund balances (explain in Schedule O) . . . .
5
0
6
Net assets or fund balances at end of year. Combine lines 3, 4, and 5 (must equal Part X, line 33, column (B)) . . . . . .
6
12,369,694
Part XII
Financial Statements and Reporting
Check if Schedule O contains a response to any question in this Part XII . . . . . . . . . .
Yes
No
1
Accounting method used to prepare the Form 990:  
If the organization changed its method of accounting from a prior year or checked "Other," explain in
Schedule O.
2a
Were the organization’s financial statements compiled or reviewed by an independent accountant?..
2a
 
No
b
Were the organization’s financial statements audited by an independent accountant?........
2b
Yes
 
c
If “Yes,” to 2a or 2b, does the organization have a committee that assumes responsibility for oversight of the audit, review, or compilation of its financial statements and selection of an independent accountant?
If the organization changed either its oversight process or selection process during the tax year, explain in Schedule O............................
2c
Yes
 
d
If “Yes” to line 2a or 2b, check a box below to indicate whether the financial statements for the year were issued on a separate basis, consolidated basis, or both:
3a
As a result of a federal award, was the organization required to undergo an audit or audits as set forth in the Single Audit Act and OMB Circular A-133? ................
3a
Yes
 
b
If “Yes,” did the organization undergo the required audit or audits? If the organization did not undergo the required audit or audits, explain why in Schedule O and describe any steps taken to undergo such audits. ..
3b
Yes
 
Form 990 (2010)
Additional Data


Software ID:  
Software Version:  
Form 990, Special Condition Description:
Special Condition Description
SCHEDULE A
(Form 990 or 990EZ)

Department of the Treasury
Internal Revenue Service
Public Charity Status and Public Support

Complete if the organization is a section 501(c)(3) organization or a section
4947(a)(1) nonexempt charitable trust.
right arrow Attach to Form 990 or Form 990-EZ. right arrow See separate instructions.
OMB No. 1545-0047
2010
Open to Public
Inspection
Name of the organization
PUBLIC HEALTH INSTITUTE
 
Employer identification number

94-1646278
Part I
Reason for Public Charity Status (All organizations must complete this part.) See instructions
The organization is not a private foundation because it is: (For lines 1 through 11, check only one box.)
1
2
3
4
5
section 170(b)(1)(A)(iv). (Complete Part II.)
6
7
8
9
receipts from activities related to its exempt functions—subject to certain exceptions, and (2) no more than 331/3% of
its support from gross investment income and unrelated business taxable income (less section 511 tax) from businesses
acquired by the organization after June 30, 1975. See section 509(a)(2). (Complete Part III.)
10
11
e
f
g
(i) a person who directly or indirectly controls, either alone or together with persons described in (ii)
Yes
No
and (iii) below, the governing body of the the supported organization? ................
11g(i)
 
 
(ii) a family member of a person described in (i) above? ......................
11g(ii)
 
 
(iii) a 35% controlled entity of a person described in (i) or (ii) above? ................
11g(iii)
 
 
h
(i)
Name of supported organization 		(ii)
EIN 		(iii)
Type of organization (described on lines 1- 9 above or IRC section (see instructions)) 		(iv)
Is the organization in col. (i) listed in your governing document? 		(v)
Did you notify the organization in col. (i) of your support? 		(vi)
Is the organization in col. (i) organized in the U.S.? 		(vii)
Amount of support?
Yes No Yes No Yes No
Total                  

For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 11285F
Schedule A (Form 990 or 990-EZ) 2010
Schedule A (Form 990 or 990-EZ) 2010
Page 2
Part II
Support Schedule for Organizations Described in IRC 170(b)(1)(A)(iv) and 170(b)(1)(A)(vi)
(Complete only if you checked the box on line 5, 7, or 8 of Part I or if the organization failed to qualify under Part III. If the organization fails to qualify under the tests listed below, please complete Part III.)
Section A. Public Support
Calendar year(or fiscal year beginning in) (a) 2006 (b) 2007 (c) 2008 (d) 2009 (e) 2010 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .... 30,444,994 57,980,424 79,704,905 63,925,445 53,143,566 285,199,334
2 Tax revenues levied for the organization's benefit and either paid to or expended on its behalf.......            
3 The value of services or facilities furnished by a governmental unit to the organization without charge.. 1,198,000 1,198,000 1,198,000 1,198,000 1,198,000 5,990,000
4 Total. Add lines 1 through 3.. 31,642,994 59,178,424 80,902,905 65,123,445 54,341,566 291,189,334
5 The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included on line 1 that exceeds 2% of the amount shown on line 11, column (f)..           30,058,473
6 Public Support. Subtract line 5 from line 4.           261,130,861
Section B. Total Support
Calendar year(or fiscal year beginning in) (a) 2006 (b) 2007 (c) 2008 (d) 2009 (e) 2010 (f) Total
7 Amounts from line 4.. 31,642,994 59,178,424 80,902,905 65,123,445 54,341,566 291,189,334
8 Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources.. 967,984 918,521 352,165 73,198 30,219 2,342,087
9 Net income from unrelated business activities, whether or not the business is regularly carried on..         159,801 159,801
10 Other income. (Explain in Part IV.) Do not include gain or loss from the sale of capital assets.. 9,265 47,002 84,371 68,939   209,577
11 Total support (Add lines 7 through 10).           293,900,799
12
12
175,503,423
13
Section C. Computation of Public Support Percentage
14
14
88.850 %
15
15
80.770 %
16a
b
17a
b
18
Schedule A (Form 990 or 990-EZ) 2010
Schedule A (Form 990 or 990-EZ) 2010
Page 3
Part III
Support Schedule for Organizations Described in IRC 509(a)(2)
(Complete only if you checked the box on line 9 of Part I or if the organization failed to qualify under Part II. If the organization fails to qualify under the tests listed below, please complete Part II.)
Section A. Public Support
Calendar year(or fiscal year beginning in) (a) 2006 (b) 2007 (c) 2008 (d) 2009 (e) 2010 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .            
2 Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose......            
3 Gross receipts from activities that are not an unrelated trade or business under section 513..            
4 Tax revenues levied for the organization's benefit and either paid to or expended on its behalf...            
5 The value of services or facilities furnished by a governmental unit to the organization without charge..            
6 Total. Add lines 1 through 5.            
7a Amounts included on lines 1, 2, and 3 received from disqualified persons...            
b Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year.            
c Add lines 7a and 7b..            
8 Public Support (Subtract line 7c from line 6.)            
Section B. Total Support
Calendar year (or fiscal year beginning in) (a) 2006 (b) 2007 (c) 2008 (d) 2009 (e) 2010 (f) Total
9 Amounts from line 6...            
10a Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources..            
b Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975.            
c Add lines 10a and 10b.            
11 Net income from unrelated business activities not included in line 10b, whether or not the business is regularly carried on.            
12 Other income. Do not include gain or loss from the sale of capital assets (Explain in Part IV.)            
13 Total support (Add lines 9, 10c, 11 and 12.).            
14
Section C. Computation of Public Support Percentage
15
15
 
16
16
 
Section D. Computation of Investment Income Percentage
17
17
 
18
18
 
19a
b
20
Schedule A (Form 990 or 990-EZ) 2010
Schedule A (Form 990 or 990-EZ) 2010
Page 4
Part IV
Supplemental Information. Supplemental Information. Complete this part to provide the explanation required by Part II, line 10; Part II, line 17a or 17b; or Part III, line 12. Also complete this part for any additional information. (See instructions).
Facts And Circumstances Test
 
Explanation
 
 
 
 
Schedule A (Form 990 or 990-EZ) 2010

Additional Data


Software ID:  
Software Version:  
Schedule B
(Form 990, 990-EZ,
or 990-PF)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors
Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
OMB No. 1545-0047
2010
Name of organization
PUBLIC HEALTH INSTITUTE
 
Employer identification number

94-1646278
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ





Form 990-PF




Check if your organization is covered by the General Rule or a Special Rule.  
Note. Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule—
Special Rules
......................... Arrow Bullet   $    
Caution. An Organization that is not covered by the General Rule and/or the Special Rules does not file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2 of its Form 990, or check the box in the heading of its
Form 990-EZ, or on line 2 of its Form 990-PF, to certify that it does not meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2010)

Schedule B (Form 990, 990-EZ, or 990-PF) (2010)
Page 1 of 1 of Part I
Name of organization
PUBLIC HEALTH INSTITUTE
  		Employer identification number

94-1646278
Part I
Contributors (see Instructions)
     
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Aggregate contributions		 (d)
Type of contribution
RESTRICTED
RESTRICTED
 

     
RESTRICTED
RESTRICTED  
RESTRICTED, RESTRICTED   RESTRICTED

$RESTRICTED




(Complete Part II if there is
a noncash contribution.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Aggregate contributions		 (d)
Type of contribution
 
 
 

     
 
   

$  




(Complete Part II if there is
a noncash contribution.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Aggregate contributions		 (d)
Type of contribution
 
 
 

     
 
   

$  




(Complete Part II if there is
a noncash contribution.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Aggregate contributions		 (d)
Type of contribution
 
 
 

     
 
   

$  




(Complete Part II if there is
a noncash contribution.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Aggregate contributions		 (d)
Type of contribution
 
 
 

     
 
   

$  




(Complete Part II if there is
a noncash contribution.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Aggregate contributions		 (d)
Type of contribution
 
 
 

     
 
   

$  




(Complete Part II if there is
a noncash contribution.)
Schedule B (Form 990, 990-EZ, or 990-PF) (2010)

Schedule B (Form 990, 990-EZ, or 990-PF) (2010)
Page 1 of 1 of Part II
Name of organization
PUBLIC HEALTH INSTITUTE
  		Employer identification number

94-1646278
Part II
Noncash Property (see Instructions)
     
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions) 		(d)
Date received
 
$    
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions) 		(d)
Date received
 
$    
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions) 		(d)
Date received
 
$    
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions) 		(d)
Date received
 
$    
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions) 		(d)
Date received
 
$    
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions) 		(d)
Date received
 
$    
Schedule B (Form 990, 990-EZ, or 990-PF) (2010)

Schedule B (Form 990, 990-EZ, or 990-PF) (2010)
Page 1 of 1 of Part III
Name of organization
PUBLIC HEALTH INSTITUTE
  		Employer identification number

94-1646278
Part III
Exclusively religious, charitable, etc., individual contributions to section 501(c)(7), (8), or (10) organizations
aggregating more than $1,000 for the year. (Complete columns (a) through (e) and the following line entry.)
For organizations completing Part III, enter the total of exclusively religious, charitable, etc.,
contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet $  
(a) No.
from
Part I		 (b)
Purpose of gift		 (c)
Use of gift		 (d)
Description of how gift is held
 
(e)
Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
       
 
(a) No.
from
Part I		 (b)
Purpose of gift		 (c)
Use of gift		 (d)
Description of how gift is held
 
(e)
Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
       
 
(a) No.
from
Part I		 (b)
Purpose of gift		 (c)
Use of gift		 (d)
Description of how gift is held
 
(e)
Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
       
 
(a) No.
from
Part I		 (b)
Purpose of gift		 (c)
Use of gift		 (d)
Description of how gift is held
 
(e)
Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
       
 
Schedule B (Form 990, 990-EZ, or 990-PF) (2010)

Additional Data


Software ID:  
Software Version:  
SCHEDULE C
(Form 990 or 990-EZ)

Department of the Treasury
Internal Revenue Service
Political Campaign and Lobbying Activities

For Organizations Exempt From Income Tax Under section 501(c) and section 527
SchCMd Bullet Complete if the organization is described below.
SchCMd Bullet Attach to Form 990 or Form 990-EZ. SchCMd Bullet See separate instructions.
OMB No. 1545-0047
2010
Open to Public
Inspection
If the organization answered “Yes,” to Form 990, Part IV, Line 3, or Form 990-EZ, Part V, line 46 (Political Campaign Activities), then
Round Bullet Section 501(c)(3) organizations: Complete Parts I-A and B. Do not complete Part I-C.
Round Bullet Section 501(c) (other than section 501(c)(3)) organizations: Complete Parts I-A and C below. Do not complete Part I-B.
Round Bullet Section 527 organizations: Complete Part I-A only.
If the organization answered “Yes,” to Form 990, Part IV, Line 4, or Form 990-EZ, Part VI, line 47 (Lobbying Activities), then
Round Bullet Section 501(c)(3) organizations that have filed Form 5768 (election under section 501(h)) Complete Part II-A. Do not complete Part II-B.
Round Bullet Section 501(c)(3) organizations that have NOT filed Form 5768 (election under section 501(h)): Complete Part II-B. Do not complete Part II-A.
If the organization answered “Yes,” to Form 990, Part IV, Line 5 (Proxy Tax) or Form 990-EZ, Part V, line 35a (Proxy Tax), then
Round Bullet Section 501(c)(4), (5), or (6) organizations: Complete Part III.
Name of the organization
PUBLIC HEALTH INSTITUTE
 
Employer identification number

94-1646278
Part I-A
Complete if the organization is exempt under section 501(c) or is a section 527 organization.

1
Provide a description of the organization's direct and indirect political campaign activities on behalf of or in opposition to candidates for public office in Part IV.
2
Political expenditures ....................................SchCMd Bullet
$  
3
Volunteer hours ........................................
 

Part I-B
Complete if the organization is exempt under section 501(c)(3).
1
Enter the amount of any excise tax incurred by the organization under section 4955 .........SchCMd Bullet
$  
2
Enter the amount of any excise tax incurred by organization managers under section 4955 ......SchCMd Bullet
$  
3
If the organization incurred a section 4955 tax, did it file Form 4720 for this year? ..............
4a
Was a correction made? .........................................
b
If "Yes," describe in Part IV.
Part I-C
Complete if the organization is exempt under section 501(c) except section 501(c)(3).
1
Enter the amount directly expended by the filing organization for section 527 exempt function activities SchCMd Bullet
$  
2
Enter the amount of the filing organization's funds contributed to other organizations for section 527 exempt funtion activities ....................................SchCMd Bullet

$  
3
Total exempt function expenditures. Add lines 1 and 2. Enter here and on Form 1120-POL, line 17b..SchCMd Bullet

$  
4
Did the filing organization file Form 1120-POL for this year? ..........................
5
Enter the names, addresses and employer identification number (EIN) of all section 527 political organizations to which the filing
organization made payments. For each organization listed, enter the amount paid from the filing organization’s funds. Also enter the amount of political contributions received that were promptly and directly delivered to a separate political organization, such as a separate segregated fund or a political action committee (PAC). If additional space is needed, provide information in Part IV.
(a) Name (b) Address (c) EIN (d) Amount paid from filing organization's funds. If none, enter -0-. (e) Amount of political contributions received and promptly and directly delivered to a separate political organization. If none, enter -0-.










For Privacy Act and Paperwork Reduction Act Notice, see the instructions for Form 990.
Cat. No. 50084S
Schedule C (Form 990 or 990-EZ) 2010

Schedule C (Form 990 or 990-EZ) 2010
Page 2
Part II-A
Complete if the organization is exempt under section 501(c)(3) and filed Form 5768 (election under section 501(h)).
A Check
B Check
Limits on Lobbying Expenditures
(The term "expenditures" means amounts paid or incurred.) 		(a) Filing
Organization's
Totals 		(b) Affiliated Group
Totals
1a Total lobbying expenditures to influence public opinion (grass roots lobbying) ...... 3,032  
b Total lobbying expenditures to influence a legislative body (direct lobbying) ....... 7,076  
c Total lobbying expenditures (add lines 1a and 1b) ................... 10,108  
d Other exempt purpose expenditures ........................ 100,765,678  
e Total exempt purpose expenditures (add lines 1c and 1d) ............... 100,775,786  
f Lobbying nontaxable amount. Enter the amount from the following table in both
columns.		 1,000,000  
  If the amount on line 1e, column (a) or (b) is:The lobbying nontaxable amount is:    
  Not over $500,00020% of the amount on line 1e.    
  Over $500,000 but not over $1,000,000$100,000 plus 15% of the excess over $500,000.    
  Over $1,000,000 but not over $1,500,000$175,000 plus 10% of the excess over $1,000,000.    
  Over $1,500,000 but not over $17,000,000$225,000 plus 5% of the excess over $1,500,000.    
  Over $17,000,000$1,000,000.    
       
g Grassroots nontaxable amount (enter 25% of line 1f) ................. 250,000  
h Subtract line 1g from line 1a. If zero or less, enter -0-. ................ 0  
i Subtract line 1f from line 1c. If zero or less, enter -0-. ................ 0  
j If there is an amount other than zero on either line 1h or line 1i, did the organization file Form 4720 reporting
section 4911 tax for this year? ......................................

4-Year Averaging Period Under Section 501(h)
(Some organizations that made a section 501(h) election do not have to complete all of the five
columns below. See the instructions for lines 2a through 2f on page 4.)
Lobbying Expenditures During 4-Year Averaging Period
  Calendar year (or fiscal year
beginning in) 		(a) 2007 (b) 2008 (c) 2009 (d) 2010 (e) Total
             
2a Lobbying non-taxable amount 1,000,000 1,000,000 1,000,000 1,000,000 4,000,000
             
b Lobbying ceiling amount
(150% of line 2a, column(e)) 		        6,000,000
             
c Total lobbying expenditures 27,735 7,546 8,994 10,108 54,383
             
d Grassroots non-taxable amount 250,000 250,000 250,000 250,000 1,000,000
             
e Grassroots ceiling amount
(150% of line 2d, column (e))		         1,500,000
             
f Grassroots lobbying expenditures 6,000 1,509 899 3,032 11,440
Schedule C (Form 990 or 990-EZ) 2010


Schedule C (Form 990 or 990-EZ) 2010
Page 3
Part II-B
Complete if the organization is exempt under section 501(c)(3) and has NOT filed Form 5768 (election under section 501(h)).
(a)
Yes
No
(b)
Amount
1
During the year, did the filing organization attempt to influence foreign, national, state or local legislation, including any attempt to influence public opinion on a legislative matter or referendum, through the use of:
a
Volunteers? .........................................
 
 
b
Paid staff or management (include compensation in expenses reported on lines 1c through 1i)? ....
 
 
c
Media advertisements? ....................................
 
 
 
d
Mailings to members, legislators, or the public? .........................
 
 
 
e
Publications, or published or broadcast statements? .......................
 
 
 
f
Grants to other organizations for lobbying purposes? .......................
 
 
 
g
Direct contact with legislators, their staffs, government officials, or a legislative body? ........
 
 
 
h
Rallies, demonstrations, seminars, conventions, speeches, lectures, or any similar means? ......
 
 
 
i
Other activities? If "Yes," describe in Part IV ..........................
 
 
 
j
Total. lines 1c through 1i ...................................
 
2a
Did the activities in line 1 cause the organization to be not described in section 501(c)(3)? .....
 
 
b
If "Yes," enter the amount of any tax incurred under section 4912 .................
 
c
If "Yes," enter the amount of any tax incurred by organization managers under section 4912 .....
 
d
If the filing organization incurred a section 4912 tax, did it file Form 4720 for this year? .......
 
 
Part III-A
Complete if the organization is exempt under section 501(c)(4), section 501(c)(5), or section 501(c)(6).
Yes
No
1
Were substantially all (90% or more) dues received nondeductible by members? ................
1
 
 
2
Did the organization make only in-house lobbying expenditures of $2,000 or less? ................
2
 
 
3
Did the organization agree to carryover lobbying and political expenditures from the prior year? ..........
3
 
 
Part III-B
Complete if the organization is exempt under section 501(c)(4), section 501(c)(5), or section 501(c)(6) if BOTH Part III-A, lines 1 and 2 are answered “No” OR if Part III-A, line 3 is answered “Yes”.
1
Dues, assessments and similar amounts from members .....................
1
 
2
Section 162(e) non-deductible lobbying and political expenditures (do not include amounts of political
expenses for which the section 527(f) tax was paid).
a
Current year .........................................
2a
 
b
Carryover from last year ....................................
2b
 
c
Total ...........................................
2c
 
3
Aggregate amount reported in section 6033(e)(1)(A) notices of nondeductible section 162(e) dues .
3
 
4
If notices were sent and the amount on line 2c exceeds the amount on line 3, what portion of the excess does the organization agree to carryover to the reasonable estimate of nondeductible lobbying and political expenditure next year? ................................
4
 
5
Taxable amount of lobbying and political expenditures (see instructions) ..............
5
 
Part IV
Supplemental Information
Complete this part to provide the descriptions required for Part l-A, line 1; Part l-B, line 4; Part l-C, line 5; and Part ll-B, line 1i.
Also, complete this part for any additional information.
Identifier Return Reference Explanation
Schedule C (Form 990 or 990EZ) 2010

Additional Data


Software ID:  
Software Version:  

SCHEDULE D
(Form 990)
Department of the Treasury
Internal Revenue Service
Supplemental Financial Statements
SchDMd Bullet Complete if the organization answered "Yes," to Form 990,
Part IV, line 6, 7, 8, 9, 10, 11, or 12.
SchDMd Bullet Attach to Form 990. SchDMd Bullet See separate instructions.
OMB No. 1545-0047
2010
Open to Public Inspection
Name of the organization
PUBLIC HEALTH INSTITUTE
 
Employer identification number

94-1646278
Part I
Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts. Complete if the organization answered "Yes" to Form 990, Part IV, line 6.
(a) Donor advised funds (b) Funds and other accounts
1 Total number at end of year .......    
2 Aggregate contributions to (during year) ...    
3 Aggregate grants from (during year) ...    
4 Aggregate value at end of year .......    
5
Did the organization inform all donors and donor advisors in writing that the assets held in donor advised
funds are the organization's property, subject to the organization's exclusive legal control? ............
6
Did the organization inform all grantees, donors, and donor advisors in writing that grant funds may be
used only for charitable purposes and not for the benefit of the donor or donor advisor, or for any other purpose conferring impermissible private benefit. ...................................
Part II
Conservation Easements. Complete if the organization answered "Yes" to Form 990, Part IV, line 7.
1
Purpose(s) of conservation easements held by the organization (check all that apply).
2
Complete lines 2a–2d if the organization held a qualified conservation contribution in the form of a conservation easement on the last day of the tax year.
Held at the End of the Year
a Total number of conservation easements ....................... 2a  
b Total acreage restricted by conservation easements .................. 2b  
c Number of conservation easements on a certified historic structure included in (a) ..... 2c  
d Number of conservation easements included in (c) acquired after 8/17/06 ........ 2d  
3
Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during
the taxable year SchDMd Bullet  
4
Number of states where property subject to conservation easement is located SchDMd Bullet  
5
Does the organization have a written policy regarding the periodic monitoring, inspection, handling of violations, and
enforcement of the conservation easements it holds? .............................
6
Staff and volunteer hours devoted to monitoring, inspecting and enforcing conservation easements during the year SchDMd Bullet  
7
Amount of expenses incurred in monitoring, inspecting, and enforcing conservation easements during the year SchDMd Bullet $  
8
Does each conservation easement reported on line 2(d) above satisfy the requirements of section
170(h)(4)(B)(i) and 170(h)(4)(B)(ii)? ....................................
9
In Part XIV, describe how the organization reports conservation easements in its revenue and expense statement, and
balance sheet, and include, if applicable, the text of the footnote to the organization’s financial statements that describes
the organization’s accounting for conservation easements.
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets.
Complete if the organization answered "Yes" to Form 990, Part IV, line 8.
1a
If the organization elected, as permitted under SFAS 116, not to report in its revenue statement and balance sheet works of
art, historical treasures, or other similar assets held for public exhibition, education or research in furtherance of public service,
provide, in Part XIV, the text of the footnote to its financial statements that describes these items.
b
If the organization elected, as permitted under SFAS 116, to report in its revenue statement and balance sheet works of art,
historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service,
provide the following amounts relating to these items:
(i)
Revenues included in Form 990, Part VIII, line 1 ........................SchDMd Bullet $  
(ii)
Assets included in Form 990, Part X ..............................SchDMd Bullet $  
2
If the organization received or held works of art, historical treasures, or other similar assets for financial gain, provide the
following amounts required to be reported under SFAS 116 relating to these items:
a
Revenues included in Form 990, Part VIII, line 1 ..........................SchDMd Bullet $  
b
Assets included in Form 990, Part X ...............................SchDMd Bullet $  
For Privacy Act and Paperwork Reduction Act Notice, see the Intructions for Form 990
Cat. No. 52283D
Schedule D (Form 990) 2010

Schedule D (Form 990) 2010
Page 2
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued)
3
Using the organization’s accession and other records, check any of the following that are a significant use of its collection
items (check all that apply):
a
d
b
e
 
c
4
Provide a description of the organization’s collections and explain how they further the organization’s exempt purpose in
Part XIV.
5
During the year, did the organization solicit or receive donations of art, historical treasures or other similar
assets to be sold to raise funds rather than to be maintained as part of the organization’s collection?........
Part IV
Escrow and Custodial Arrangements. Complete if the organization answered "Yes" to Form 990,
Part IV, line 9, or reported an amount on Form 990, Part X, line 21.
1a
Is the organization an agent, trustee, custodian or other intermediary for contributions or other assets not
included on Form 990, Part X? ....................................
b
If "Yes," explain the arrangement in Part XIV and complete the following table:
Amount
c Beginning balance ................................. 1c  
d Additions during the year .............................. 1d  
e Distributions during the year ............................. 1e  
f Ending balance ................................... 1f  
2a
Did the organization include an amount on Form 990, Part X, line 21? .....................
b
If “Yes,” explain the arrangement in Part XIV.
Part V
Endowment Funds. Complete if the organization answered "Yes" to Form 990, Part IV, line 10.
(a)Current Year (b)Prior Year (c)Two Years Back (d)Three Years Back (e)Four Years Back
1a Beginning of year balance ....      
b Contributions ........      
c Investment earnings or losses ...      
d Grants or scholarships .....      
e Other expenditures for facilities
and programs ........ 		     
f Administrative expenses ....      
g End of year balance ......      
2
Provide the estimated percentage of the year end balance held as:
a
Board designated or quasi-endowment: SchDMd Bullet  
b
Permanent endowment: SchDMd Bullet  
c
Term endowment: SchDMd Bullet  
3a
Are there endowment funds not in the possession of the organization that are held and administered for the
organization by:

Yes
No
(i) unrelated organizations ........................
3a(i)
 
 
(ii) related organizations ........................
3a(ii)
 
 
b
If "Yes" to 3a(ii), are the related organizations listed as required on Schedule R? .........
3b
 
 
4
Describe in Part XIV the intended uses of the organization's endowment funds.
Part VI
Investments—Land, Buildings, and Equipment. See Form 990, Part X, line 10.
Description of investment (a) Cost or other basis (investment) (b)Cost or other basis (other) (c) Accumulated depreciation (d) Book value
1a Land .................      
b Buildings ................        
c Leasehold improvements ............        
d Equipment ................   406,085 360,256 45,829
e Other .................        
Total. Add lines 1a-1e. (Column (d) should equal Form 990, Part X, column (B), line 10(c).)........SchDMdBullet 45,829
Schedule D (Form 990) 2010

Schedule D (Form 990) 2010
Page 3
Part VII
Investments—Other Securities. See Form 990, Part X, line 12.
(a) Description of security or category
(including name of security)		 (b)Book value (c) Method of valuation:
Cost or end-of-year market value
(1)Financial derivatives    
(2)Closely-held equity interests    
Other








Total. (Column (b) should equal Form 990, Part X, col.(B) line 12.)Small Bullet  
Part VIII
Investments—Program Related. See Form 990, Part X, line 13.
(a) Description of investment type (b) Book value (c) Method of valuation:
Cost or end-of-year market value








Total. (Column (b) should equal Form 990, Part X, col.(B) line 13.)Small Bullet  
Part IX
Other Assets. See Form 990, Part X, line 15.
(a) Description (b) Book value








Total. (Column (b) should equal Form 990, Part X, col.(B) line 15.)...........Small Bullet  
Part X
Other Liabilities. See Form 990, Part X, line 25.
1.(a) Description of Liability (b) Amount
Federal Income Taxes  








Total. (Column (b) should equal Form 990, Part X, col.(B) line 25.)Small Bullet  
2. Fin 48 (ASC 740) Footnote. In Part XIV, provide the text of the footnote to the organization's financial statements that reports the organization's liability for uncertain tax positions under FIN 48 (ASC740).
Schedule D (Form 990) 2010

Schedule D (Form 990) 2010
Page 4
Part XI Reconciliation of Change in Net Assets from Form 990 to Financial Statements
1 Total revenue (Form 990, Part VIII, column (A), line 12) .................... 1 98,307,808
2 Total expenses (Form 990, Part IX, column (A), line 25) ..................... 2 100,865,022
3 Excess or (deficit) for the year. Subtract line 2 from line 1 ............. 3 -2,557,214
4 Net unrealized gains (losses) on investments .......................... 4  
5 Donated services and use of facilities ............................. 5  
6 Investment expenses ................................... 6  
7 Prior period adjustments .................................. 7  
8 Other (Describe in Part XIV) ................................. 8  
9 Total adjustments (net). Add lines 4 - 8 ............................. 9 0
10 Excess or (deficit) for the year per financial statements. Combine lines 3 and 9 ......... 10 -2,557,214
Part XII Reconciliation of Revenue per Audited Financial Statements With Revenue per Return
1 Total revenue, gains, and other support per audited financial statements ....... 1 96,085,424
2 Amounts included on line 1 but not on Form 990, Part VIII, line 12:
a Net unrealized gains on investments .......... 2a  
b Donated services and use of facilities ......... 2b  
c Recoveries of prior year grants ........... 2c  
d Other (Describe in Part XIV): ............ 2d  
e Add lines 2a through 2d ..................... 2e 0
3 Subtract line 2e from line 1..................... 3 96,085,424
4 Amounts included on Form 990, Part VIII, line 12, but not on line 1:
a Investment expenses not included on Form 990, Part VIII, line 7b . 4a  
b Other (Describe in Part XIV): ........... 4b 2,222,384
c Add lines 4a and 4b....................... 4c 2,222,384
5 Total Revenue. Add lines 3 and 4c. (This should equal Form 990, Part I, line 12.) ...... 5 98,307,808
Part XIII Reconciliation of Expenses per Audited Financial Statements With Expenses per Return
1 Total expenses and losses per audited financial statements ............. 1 98,642,638
2 Amounts included on line 1 but not on Form 990, Part IX, line 25:
a Donated services and use of facilities .......... 2a  
b Prior year adjustments .............. 2b  
c Other losses ................ 2c  
d Other (Describe in Part XIV): ............ 2d  
e Add lines 2a through 2d...................... 2e 0
3 Subtract line 2e from line 1..................... 3 98,642,638
4 Amounts included on Form 990, Part IX, line 25, but not on line 1:
a Investment expenses not included on Form 990, Part VIII, line 7b .. 4a  
b Other (Describe in Part XIV): ............ 4b 2,222,384
c Add lines 4a and 4b....................... 4c 2,222,384
5 Total expenses. Add lines 3 and 4c. (This should equal Form 990, Part I, line 18.) ...... 5 100,865,022
Part XIV
Supplemental Information
Complete this part to provide the descriptions required for Part II, lines 3, 5, and 9; Part III, lines 1a and 4; Part lV, lines 1b and 2b;
Part V, line 4; Part X; Part XI, line 8; Part XII, lines 2d and 4b; and Part XIII, lines 2d and 4b. Also complete this part to provide any additional information.
Identifier Return Reference Explanation
DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X: IN JUNE 2006, THE FINANCIAL ACCOUNTING STANDARDS BOARD (FASB) RELEASED FASB ASC 740-10, INCOME TAXES, THAT PROVIDES GUIDANCE FOR REPORTING UNCERTAINTY IN INCOME TAXES. FOR THE YEARS ENDED DECEMBER 31, 2010 AND 2009, THE INSTITUTE HAS DOCUMENTED ITS CONSIDERATION OF FASB ASC 740-10 AND DETERMINED THAT NO MATERIAL UNCERTAIN TAX POSITIONS QUALIFY FOR EITHER RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS.
    PART XII, LINE 4B - OTHER ADJUSTMENTS: FEES FOR SERVICE, NETTED AGAINST EXPENSES ON THE FINANCIAL STATEMENTS AND REPORTED AS REVENUE ON FORM 990, PART VIII, LINE 2. $214,035 RECOVERY OF GRANTS PREVIOUSLY WRITTEN OFF, INCLUDED AS A NEGATIVE EXPENSE ON THE FINANCIAL STATEMENTS AND REPORTED AS REVENUE ON FORM 990, PART VIII, LINE 1. $2,008,349 PART XIII, LINE 4B - OTHER ADJUSTMENTS: FEES FOR SERVICE, NETTED AGAINST EXPENSES ON THE FINANCIAL STATEMENTS AND REPORTED AS REVENUE ON FORM 990, PART VIII, LINE 2. $214,035 RECOVERY OF GRANTS PREVIOUSLY WRITTEN OFF, INCLUDED AS A NEGATIVE EXPENSE ON THE FINANCIAL STATEMENTS AND REPORTED AS REVENUE ON FORM 990, PART VIII, LINE 1. $2,008,349
Schedule D (Form 990) 2010

Additional Data


Software ID:  
Software Version:  




SCHEDULE F
(Form 990)

Department of the Treasury
Internal Revenue Service
Statement of Activities Outside the United States
Right pointing arrow large image Complete if the organization answered "Yes" to Form 990,
Part IV, line 14b, 15, or 16.
Right pointing arrow large image Attach to Form 990. Right pointing arrow large image See separate instructions.
OMB No. 1545-0047
2010
Open to Public Inspection
Name of the organization
PUBLIC HEALTH INSTITUTE
 
Employer identification number

94-1646278
Part I
General Information on Activities Outside the United States. Complete if the organization answered
“Yes” to Form 990, Part IV, line 14b.
1
For grantmakers. Does the organization maintain records to substantiate the amount of the grants or
assistance, the grantees' eligibility for the grants or assistance, and the selection criteria used to award
the grants or assistance? ...................................
2
For grantmakers. Describe in Part V the organization’s procedures for monitoring the use of grant funds outside the
United States.
3
Activites per Region. (Use Part V if additional space is needed.)
(a) Region (b) Number of offices in the region (c) Number of employees or agents in region or independent contractors (d) Activities conducted in region (by type) (e.g., fundraising, program services, investments, grants to recipients located in the region) (e) If activity listed in (d) is a program service, describe specific type of
service(s) in region		 (f) Total
expenditures for region/investments
in region
CENTRAL AMERICA AND THE CARIBBEAN 0 0 PROGRAM SERVICES EDUCATION, TECHNICAL ASSISTANCE, TRAINING 361,848
EAST ASIA AND THE PACIFIC 0 0 PROGRAM SERVICES TECHNICAL ASSISTANCE, TRAINING 916,843
EUROPE 0 0 PROGRAM SERVICES EDUCATION 738,057
MIDDLE EAST AND NORTH AFRICA 0 0 PROGRAM SERVICES TRAINING 99,354
NORTH AMERICA 0 0 PROGRAM SERVICES EDUCATION, TECHNICAL ASSISTANCE 57,001
SUB-SAHARAN AFRICA 0 0 PROGRAM SERVICES COMMUNITY DEVELOPMENT, EDUCATION, TECHNICAL ASSISTANCE 3,592,401
CENTRAL AMERICA AND THE CARIBBEAN 0 0 GRANTS TO RECIPIENTS LOCATED IN REGION   119,279
EAST ASIA AND THE PACIFIC 0 0 GRANTS TO RECIPIENTS LOCATED IN REGION   216,666
EUROPE 0 0 GRANTS TO RECIPIENTS LOCATED IN REGION   1,313
MIDDLE EAST AND NORTH AFRICA 0 0 GRANTS TO RECIPIENTS LOCATED IN REGION   7,865
NORTH AMERICA 0 0 GRANTS TO RECIPIENTS LOCATED IN REGION   67,790
SUB-SAHARAN AFRICA 0 0 GRANTS TO RECIPIENTS LOCATED IN REGION   765,500
           
           
           
           
           
3a Sub-total .....   0 6,101,449
b Total from continuation sheets to Part I ...   0 842,468
c Totals (add lines 3a and 3b)   0 6,943,917
For Privacy Act and Paperwork Reduction Act Notice, see the Instructions for Form 990.Cat. No. 50082W Schedule F (Form 990) 2010
Schedule F (Form 990) 2010
Page 2
Part II
Grants and Other Assistance to Organizations or Entities Outside the United States. Complete if the organization answered "Yes" to Form 990,
Part IV, line 15, for any recipient who received more than $5,000. Check this box if no one recipient received more than $5,000 ........ MediumBullet
Use Part V if additional space is needed.
1 (a) Name of organization (b) IRS code section
and EIN (if applicable)		 (c) Region (d) Purpose of
grant 		(e) Amount of
cash grant 		(f) Manner of
cash
disbursement 		(g) Amount of
of non-cash
assistance 		(h) Description
of non-cash
assistance 		(i) Method of
valuation
(book, FMV,
appraisal, other)
SUB-SAHARAN AFRICA REPRODUCTIVE EDUCATION 288,000 WIRE      
SUB-SAHARAN AFRICA ADOLESCENT EDUCATION 200,000 WIRE      
EAST ASIA AND THE PACIFIC TOBACCO EVALUATION 120,000 WIRE      
SUB-SAHARAN AFRICA CAPACITY BUILDING 108,000 WIRE      
SUB-SAHARAN AFRICA CAPACITY BUILDING 108,000 WIRE      
EAST ASIA AND THE PACIFIC FAMILY PLANNING 56,666 WIRE      
EAST ASIA AND THE PACIFIC TOBACCO EVALUATION 40,000 WIRE      
NORTH AMERICA ADOLESCENT REPRODUCTIVE EDUCATION 35,000 WIRE      
NORTH AMERICA ALCOHOL RESEARCH 23,652 WIRE      
CENTRAL AMERICA AND THE CARIBBEAN ADOLESCENT REPRODUCTIVE EDUCATION 20,000 WIRE      
CENTRAL AMERICA AND THE CARIBBEAN ADOLESCENT REPRODUCTIVE EDUCATION 20,000 WIRE      
SUB-SAHARAN AFRICA ADOLESCENT REPRODUCTIVE EDUCATION 11,500 WIRE      
CENTRAL AMERICA AND THE CARIBBEAN ADOLESCENT REPRODUCTIVE EDUCATION 10,000 WIRE      
CENTRAL AMERICA AND THE CARIBBEAN ADOLESCENT REPRODUCTIVE EDUCATION 10,000 WIRE      
SUB-SAHARAN AFRICA ADOLESCENT REPRODUCTIVE EDUCATION 10,000 WIRE      
SUB-SAHARAN AFRICA ADOLESCENT REPRODUCTIVE EDUCATION 10,000 WIRE      
SUB-SAHARAN AFRICA ADOLESCENT REPRODUCTIVE EDUCATION 10,000 WIRE      
SUB-SAHARAN AFRICA ADOLESCENT REPRODUCTIVE EDUCATION 10,000 WIRE      
SUB-SAHARAN AFRICA ADOLESCENT REPRODUCTIVE EDUCATION 10,000 WIRE      
MIDDLE EAST AND NORTH AFRICA REPRODUCTIVE EDUCATION 7,865 WIRE      
CENTRAL AMERICA AND THE CARIBBEAN VIOLENCE PREVENTION 5,000 WIRE      
2
Enter total number of recipient organizations listed above that are recognized as charities by the foreign country, recognized as tax-exempt by the IRS, or for which the grantee or counsel has provided a section 501(c)(3) equivalency letter .....MediumBullet
0
3
Enter total number of other organizations or entities ........................MediumBullet
21
Schedule F (Form 990) 2010
Schedule F (Form 990) 2010Page 3
Part III
Grants and Other Assistance to Individuals Outside the United States. Complete if the organization answered "Yes" to Form 990, Part IV, line 16.
Use Part V if additional space is needed.
(a) Type of grant or assistance (b) Region (c) Number of recipients (d) Amount of
cash grant 		(e) Manner of cash
disbursement 		(f) Amount of
non-cash
assistance 		(g) Description
of non-cash
assistance 		(h) Method of
valuation
(book, FMV,
appraisal, other)
SCHOLARSHIP CENTRAL AMERICA AND THE CARIBBEAN 9 42,689 WIRE      
ADOLESCENT REPRODUCTIVE EDUCATION CENTRAL AMERICA AND THE CARIBBEAN 4 11,590 WIRE      
SCHOLARSHIP NORTH AMERICA 2 6,868 WIRE      
ADOLESCENT REPRODUCTIVE EDUCATION NORTH AMERICA 1 2,270 WIRE      
SCHOLARSHIP EUROPE 1 1,313 WIRE      
               
               
               
               
               
               
               
               
               
               
               
               
               
Schedule F (Form 990) 2010
Schedule F (Form 990) 2010
Page 4
Part IV
Foreign Forms
1 Was the organization a U.S. transferor of property to a foreign corporation during the tax year? If "Yes," the organization may be required to file Form 926 (see instructions for Form 926).................
2 Did the organization have an interest in a foreign trust during the tax year? If " Yes," the organization may be required to file Form 3520 and/or Form 3520-A. (see instructions for Forms 3520 and 3520-A)..........
3 Did the organization have an ownership interest in a foreign corporation during the tax year? If "Yes," the organization may be required to file Form 5471, Information Return of U.S. Persons with respect to Certain Foreign Corporations. (see instructions for Form 5471)..............................
4 Was the organization a direct or indirect shareholder of a passive foreign investment company or a qualified electing fund during the tax year? If "Yes," the organization may be required to file Form 8621, Return by a Shareholder of a Passive Foreign Investment Company or Qualified Electing Fund. (see instructions for Form 8621)
5 Did the organization have an ownership interest in a foreign partnership during the tax year? If "Yes," the organization may be required to file Form 8865, Return of U.S. Persons with respect to Certain Foreign Partnerships. (see instructions for Form 8865)....................................
6 Did the organization have any operations in or related to any boycotting countries during the tax year? If "Yes," the organization may be required to file Form 5713, International Boycott Report (see instructions for Form 5713)................................................
Schedule F (Form 990) 2010
Schedule F (Form 990) 2010
Page 5
Part V
Supplemental Information
Complete this part to provide the information (see instructions) required in Part I, line 2, and any additional information.
Identifier ReturnReference Explanation
PROCEDURE FOR MONITORING GRANTS OUTSIDE THE U.S.:   SCHEDULE F, PART I, LINE 2: PRIOR TO MAKING AN AWARD, PHI EVALUATES THE CAPABILITY OF THE GRANTEE TO CARRY OUT GRANT AWARD TERMS AND CONDITIONS, INCLUDING EXERCISING RESPONSIBLE FINANCIAL MANAGEMENT. PHI NOTIFIES THE GRANTEE ABOUT COMPLIANCE REQUIREMENTS AND INCORPORATES COMPLIANCE, AUDIT AND ENFORCEMENT PROVISIONS INTO AWARD DOCUMENTS, INCLUDING OMB CIRCULAR A-133 REQUIREMENTS WHERE APPLICABLE. PHI EMPLOYEES MAINTAIN REGULAR CONTACT WITH THE GRANTEE, REVIEW FINANCIAL AND PERFORMANCE REPORTS SUBMITTED BY THE GRANTEE, MAKE APPROPRIATE INQUIRIES, AND PERFORM SITE VISITS TO OBSERVE OPERATIONS AND REVIEW FINANCIAL PROGRAMMATIC RECORDS.
     
     
     
     
     
     
     
     
     
     
     
     
     
     
     
     
     
     
     
     
     
     
Schedule F (Form 990) 2010
Additional Data


Software ID:  
Software Version:  



Schedule I
(Form 990)
Department of the Treasury
Internal Revenue Service
Grants and Other Assistance to Organizations,
Governments and Individuals in the United States
Complete if the organization answered "Yes," to Form 990, Part IV, line 21 or 22.
lBullet Attach to Form 990
OMB No. 1545-0047
2010
Open to Public
Inspection
Name of the organization
PUBLIC HEALTH INSTITUTE
 
Employer identification number
94-1646278
Part I
General Information on Grants and Assistance
1
Does the organization maintain records to substantiate the amount of the grants or assistance, the grantees' eligibility for the grants or assistance, and
the selection criteria used to award the grants or assistance? ....................................
2
Describe in Part IV the organization's procedures for monitoring the use of grant funds in the United States.
Part II
Grants and Other Assistance to Governments and Organizations in the United States. Complete if the organization answered "Yes" to
Form 990, Part IV, line 21 for any recipient that received more than $5,000. Check this box if no one recipient received more than $5,000. Use
Part IV and Schedule I-1 (Form 990) if additional space is needed ......................... lBullet
(a) Name and address of organization
or government		 (b) EIN (c) IRC Code section
if applicable		 (d) Amount of cash grant (e) Amount of non-cash
assistance		 (f) Method of valuation
(book, FMV, appraisal,
other)		 (g) Description of
non-cash assistance		 (h) Purpose of grant
or assistance
(1) ASIAN COMMUNITY MENTAL HEALTH BOARD INC310 8TH STREET
OAKLAND,CA94607 		94-2248390 501(C)(3) 5,435       ASIAN & PACIFIC ISLANDERS HEALTH STUDY
(2) ROBINSON ANDERSON ASSOCIATES3200 DWIGHT ROAD
ELK GROVE,CA95758 		N/A 5,657       NUTRITION/DIET-COMMUNITY DEVELOPMENT
(3) INTERACTION INSTITUTE FOR SOCIAL CHANGE70 FARGO STREET SUITE 908
CAMBRIDGE,MA02138 		94-2928341 501(C)(3) 5,847       GLOBAL HEALTH FELLOWS PROGRAM
(4) REGENTS OF UNIVERSITY OF CALIFCONTROLLERS OFFICE UCSF1855 FOLSOM ST SUITE 425
SAN FRANCISCO,CA94143 		94-6036493 GOV 6,416       DISABILITY AND BUSINESS TECHNICAL ASSISTANCE
(5) HEALTH SERVICES MANAGEMENT5220 EL CEMONTE AVENUE
DAVIS,CA95618 		N/A 6,500       DIVERSITY AMONG HEALTHCARE PROFESSIONALS
(6) NEW CONNECTIONS2600 STANWELL DR
CONCORD,CA94520 		23-7194465 501(C)(3) 6,800       ALCHOHOL ABUSE & ALCHOHOLISM
(7) SUZANNE THOMAS212 WOODLEY STREET
LAS VEGAS,NV89106 		54-4825234 N/A 6,804       DISABILITY AND BUSINESS TECHNICAL ASSISTANCE
(8) HMONG WOMEN'S HERITAGE2245 FLORIN ROAD
SACRAMENTO,CA95822 		68-0350323 501(C)(3) 7,200       CANCER SURVEILLENCE RESEARCH
(9) MARIN CENTER FOR INDEPENDENT LIVING710 4TH STREET
SAN RAFAEL,CA94901 		94-2605669 501(C)(3) 7,483       DISABILITY AND BUSINESS TECHNICAL ASSISTANCE
(10) CITY OF PASADENA PUBLIC HEALTH1845 NORTH FAIR OAKS AVENUE
PASADENA,CA91103 		95-6000759 GOV 7,500       CONSUMER LEAD EXPOSURE
(11) LITERACYWORKS4171 PIEDMONT AVENUE
OAKLAND,CA94611 		94-3396412 501(C)(3) 7,500       CONSUMER LEAD EXPOSURE
(12) FUND FOR PEACE1720 I ST NW 7TH FLOOR
WASHINGTON,DC20006 		13-2550978 501(C)(3) 7,647       WOMAN'S HEALTH IN DEVELOPING COUNTRIES
(13) RESOURCES FOR INDEPENDENCECENTRAL VALLEY
FRESNO,CA93703 		94-2328156 501(C)(3) 7,849       DISABILITY AND BUSINESS TECHNICAL ASSISTANCE
(14) POMONA VALLEY HOSPITAL MEDICAL CENTER1798 N GAREY AVENUE
POMONA,CA91767 		95-1115230 501(C)(3) 7,998       CHILDHOOD OBESITY & OBESITY PREVENTION
(15) REGENTS UNIV OF CA IRVINEUNIVERSITY OF CALIFORNIA
IRVINE,CA92697 		95-2226406 GOV 8,000       CANCER SURVEILLANCE RESEARCH
(16) AMERICAN WEB SERVICES1724 10TH STREET
SACRAMENTO,CA95811 		74-3044296 N/A 8,500       NUTRITION/DIET-COMMUNITY DEVELOPMENT
(17) NATIONALTEACHERORG1912 RICHMOND STREET
SACRAMENTO,CA95825 		94-3354725 501(C)(3) 8,500       CHILDHOOD OBESITY & OBESITY PREVENTION
(18) GRAMBLING STATE UNIVERSITYACCOUNTING OFFICE
GRAMBLING,LA71245 		GOV 8,631       YOUTH LEADERSHIP IN REPRODUCTIVE HEALTH
(19) VIETNAMESE AMERICAN CANCER FOUNDATION17150 NEWHOPE ST SUITE 502
FOUNTAIN VALLEY,CA92708 		91-2170415 501(C)(3) 8,858       CANCER SURVEILLENCE RESEARCH
(20) SAMUELS AND ASSOCIATES1222 PRESERVATION PARK WAY
OAKLAND,CA94612 		N/A 9,000       PUBLIC HEALTH AWARENESS
(21) YMCA EAST BAY JAMES MOREHOUSE PROJECT2330 BROADWAY
OAKLAND,CA94612 		94-1156317 501(C)(3) 9,000       ADOLESCENT HEALTH AWARENESS
(22) INDEPENDENT LIVING CTR SOCAL14407 GILMORE ST 101
VAN NUYS,CA91401 		95-3026060 501(C)(3) 9,375       DISABILITY AND BUSINESS TECHNICAL ASSISTANCE
(23) COMMUNITIES ACTIVELY LIVING INDEPENDENT AND FREE634 SO SPRING STREET 2ND FLOOR
LOS ANGELES,CA90014 		95-4860169 501(C)(3) 9,385       DISABILITY AND BUSINESS TECHNICAL ASSISTANCE
(24) ROSE FOUNDATION6008 COLLEGE AVENUE
OAKLAND,CA94618 		94-3179772 501(C)(3) 9,570       ASTHMA MANAGEENT & PREVENTION
(25) ARIZONA BRIDGE TO INDEP LIVING5025 WASHINGTON STREET
PHOENIX,AZ85034 		86-0486447 501(C)(3) 9,795       DISABILITY AND BUSINESS TECHNICAL ASSISTANCE
(26) NORTHERN CA CTR FOR WELLBEING365 TESCONI CIRCLE
SANTA ROSA,CA95401 		93-1144835 501(C)(3) 9,892       ASTHMA MANAGEENT & PREVENTION
(27) BREATHE CALIFORNIA GOLDEN GATE PUBLIC HEALTH PARTNERSHIP2171 JUNIPERO SERRA BLVD
DALY CITY,CA94014 		94-0836760 501(C)(3) 9,898       TOBACCO CONTROL ADVOCACY AND EDUCATION
(28) ARIZONA CTR FOR DISABILITY LAW100 NORTH STONE AVE
TUCSON,AZ87501 		23-7408586 501(C)(3) 10,000       DISABILITY AND BUSINESS TECHNICAL ASSISTANCE
(29) PORTLAND STATE UNIVERSITY COLLEGE OF URBAND724 SOUTHWEST HARRISON STREET
PORTLAND,OR97207 		GOV 10,000       NUTRITION/DIET-COMMUNITY DEVELOPMENT
(30) CANCER SURVEILLANCE PROGRAM LAC/O UNIV OF SOUTHERN CALIF
LOS ANGELES,CA90074 		19-5164239 501(C)(3) 10,201       CANCER SURVEILLENCE RESEARCH
(31) ESPERANZA COMMUNITY HOUSING CORPORATION2337 S FIGUEROA ST
LOS ANGELES,CA90007 		95-4230345 501(C)(3) 10,300       NUTRITION/DIET-COMMUNITY DEVELOPMENT
(32) TRUSTEES OF TUFTS UNIVPV6023 TUFTS UNIVERSITY
BOSTON,MA02111 		04-2103634 501(C)(3) 10,500       HEALTH PROFESSIONS WORKFORCE DIVERSITY IN CALIFORNIA
(33) DISABILITY RIGHTS LEGAL CENTER919 SOUTH ALBANY STREET
LOS ANGELES,CA90015 		95-2960707 501(C)(3) 12,500       DISABILITY AND BUSINESS TECHNICAL ASSISTANCE
(34) ASIAN RESOURCES INC5709 STOCKTON BLVD
SACRAMENTO,CA95824 		94-2658135 501(C)(3) 13,000       SUBSTANCE ABUSE PREVENTION
(35) CHILD ABUSE PREVENTION COUNCIL OF SACRAMENTO4700 ROSEVILLE RD
NORTH HIGHLANDS,CA95660 		94-2833431 501(C)(3) 13,000       CHILDHOOD OBESITY & OBESITY PREVENTION
(36) UNIVERSITY OF CA SAN FRANCISCO1855 FOLSOM STREET
SAN FRANCISCO,CA94143 		GOV 13,209       PREVENTION OF VIOLENCE-HOME HEALTH WORKERS
(37) BLACK WOMEN FOR WELLNESSPO BOX 292516
LOS ANGELES,CA90029 		95-4624707 501(C)(3) 15,000       CANCER SURVEILLENCE RESEARCH
(38) VENTURA COUNTY PUBLIC HEALTHDEPARTMENT
VENTURA,CA93003 		N/A 18,813       NUTRITION/DIET-COMMUNITY DEVELOPMENT
(39) CHICAGO ASTHMA CONSORTIUM4541 N RAVENSWOOD AVE
CHICAGO,IL60640 		36-4319469 501(C)(3) 18,833       ASTHMA MANAGEENT & PREVENTION
(40) CHILDREN'S HOSPITAL OAK FNDTN2201 BROADWAY
OAKLAND,CA94612 		94-1657474 501(C)(3) 19,383       CHILDHOOD OBESITY & OBESITY PREVENTION
(41) PURPOSE CENTER INTERNATIONAL MINISTRIESPO BOX 9804
MORENO VALLEY,CA92552 		84-1693330 501(C)(3) 19,851       CANCER PREVENTION & SURVEILLENCE RESEARCH
(42) CITY OF EL MONTE3120 TYLER AVENUE
EL MONTE,CA91731 		GOV 20,000       LEADERSHIP SUPPORT / EDUCATION -HEALTH
(43) CITY OF FONTANAC/O DEDE BENSON
FONTANA,CA92335 		GOV 20,000       NUTRITION/DIET-COMMUNITY DEVELOPMENT
(44) CITY OF WILLITS111 EAST COMMERCIAL STREET
WILLITS,CA95490 		94-6000454 GOV 20,000       LEADERSHIP SUPPORT / EDUCATION -HEALTH
(45) FAMILY VIOLENCE PREVENTION FND383 RHODE ISLAND ST 304
SAN FRANCISCO,CA94103 		94-3110973 N/A 20,000       FAMILY VIOLENCE PREVENTION
(46) REGENTS OF UCSCHOOL PUBLIC HLUNIVERSITY OF CA BERKELEY1111 FRANKLIN ST 12 FLOOR
BERKELEY,CA94720 		GOV 21,250       CANCER SURVEILLENCE RESEARCH
(47) ENVIRONMENTAL HEALTH COALITION2727 HOOVER AVENUE
NATIONAL CITY,CA91950 		95-3798792 501(C)(3) 22,307       CONSUMER LEAD EXPOSURE
(48) DISABILITY AND COMMUNICATION ACCESS BOARD919 ALA MOANA BLVD ROOM 101
HONOLULU,HI96814 		N/A 25,000       DISABILITY AND BUSINESS TECHNICAL ASSISTANCE
(49) TEXAS A&M RESEARCH FOUNDATIONC/O WELLS FARGO BANK
DALLAS,TX75320 		GOV 25,817       ALCHOHOL ABUSE & ALCHOHOLISM
(50) BOSTON UNIVERSITY OFFICE OF RESEARCH ADMIN648 BEACON STREET
BOSTON,MA02215 		04-2103547 GOV 26,568       ALCHOHOL ABUSE & ALCHOHOLISM
(51) TEXAS TECH UNIV HLTH SCIENCES3601 4TH STREET
LUBBOCK,TX79430 		GOV 26,776       ALCHOHOL ABUSE & ALCHOHOLISM
(52) CENTRE FOR ADDICTION AND MENTAL HEALTH
888 REGENT STREET
TORONTO,ONTARIOM6J 1H4
CA 		501(C)(3) 29,486       ALCHOHOL ABUSE & ALCHOHOLISM
(53) BREAST CANCER FUND1388 SUTTER STREET
SAN FRANCISCO,CA94109 		94-3155886 501(C)(3) 30,000       CANCER SURVEILLENCE RESEARCH
(54) CALIFORNIA CONFERENCE OF LOCAL HEALTH DEPT NUTRITIONISTS1000 BROADWAY
OAKLAND,CA94607 		68-0427712 501(C)(3) 30,000       NUTRITION/DIET-COMMUNITY DEVELOPMENT
(55) INTERNATIONAL CENTER FOR TRADITIONAL CHILDBEARINGPO BOX 11923
PORTLAND,OR97211 		91-1837139 501(C)(3) 30,000       REPRODUCTIVE HEALTH
(56) REGENTS OF UC BERKELEY SPONSORED PROJECTS OFFICE1111 FRANKLIN ST 12 FLOOR
BERKELEY,CA94704 		GOV 30,000       CANCER SURVEILLENCE RESEARCH
(57) URBAN DESIGN 4 HEALTH INCPO BOX 85508
SEATTLE,WA98145 		N/A 30,000       CHRONIC DISEASE PREVENTION
(58) REGENTS OF THE UNIV OF CALIFBOX 951406
LOS ANGELES,CA90095 		N/A 30,050       AIR QUALITY IMPROVEMENT AND ENVIRONMENTAL CLIMATE CHANGE
(59) PHYSICIANS FOR SOCIAL RESPONSIBILITY LOS ANGELES617 SOUTH OLIVE STREET
LOS ANGELES,CA90014 		95-3956136 501(C)(3) 30,513       AIR QUALITY IMPROVEMENT AND ENVIRONMENTAL CLIMATE CHANGE
(60) SAN FRANCISCO GENERALHOSPITAL FOUNDATION
SAN FRANCISCO,CA94110 		94-3189424 N/A 30,943       NUTRITION/DIET-COMMUNITY DEVELOPMENT
(61) FRESNO INTERDENOMINATIONAL REFUGEES MINISTRIES1940 N FRESNO ST
FRESNO,CA93703 		77-0357297 501(C)(3) 31,500       CONSUMER LEAD EXPOSURE
(62) UNIVERSITY OF TEXAS AT AUSTINOFFICE OF ACCOUNTING
AUSTIN,TX78713 		GOV 32,754       ALCHOHOL ABUSE & ALCHOHOLISM
(63) COLUMBIA UNIVERSITY THE TRUSTEES OF COLUMBIA UNIV2960 BROADWAY
NEW YORK,NY10087 		13-5598093 GOV 33,336       GLOBAL HEALTH FELLOWS PROGRAM
(64) PRAXIS PROJECT INC1750 COLUMBIA ROAD NW
WASHINGTON,DC20009 		30-0044814 N/A 34,433       HEALTH PROFESSIONS WORKFORCE DIVERSITY IN CALIFORNIA
(65) COMMUNITY WATER CENTER311 WEST MURRAY AVENUE
VISALIA,CA93291 		80-0267674 501(C)(3) 35,000       CONSUMER LEAD EXPOSURE
(66) ALTAMED HEALTH SERVICES CORP500 CITADEL DRIVE SUITE 490
LOS ANGELES,CA90040 		N/A 40,000       CHILDHOOD OBESITY & OBESITY PREVENTION
(67) CALIFORNIA ASSOC FOR HEALTH SERVICES AT HOME FOUNDATION3780 ROSIN CT STE 190
SACRAMENTO,CA95834 		68-0156789 501(C)(3) 40,000       DISABILITY AND BUSINESS TECHNICAL ASSISTANCE
(68) CENTURA HEALTH AT HOME1391 SPEER BLVD SUITE 600
DENVER,CO80204 		N/A 40,000       DISABILITY AND BUSINESS TECHNICAL ASSISTANCE
(69) NEW ENGLAND HEALTHCARE INST1 BROADWAY
CAMBRIDGE,MA02142 		501(C)(3) 40,000       ELDERLY WELLNESS
(70) SHARP HEALTHCARE FOUNDATION8695 SPECTRUM CENTER
SAN DIEGO,CA92123 		95-3492461 501(C)(3) 40,000       ELDERLY WELLNESS
(71) REGENTS OF UC DAVIS SPONSORED PROGRAMS1 SHIELDS AVENUE
DAVIS,CA95616 		94-6036494 501(C)(3) 41,365       NUTRITION/DIET-COMMUNITY DEVELOPMENT
(72) FOLSOM CORDOVA COMMUNITY PARTNERSHIP10455 INVESTMENT CIRCLE
RANCHO CORDOVA,CA95670 		68-0271664 501(C)(3) 42,000       CONSUMER LEAD EXPOSURE
(73) BREATHE CALIFORNIA OF SACRAMENTO EMIGRANT TRAILS909 12TH STREET
SACRAMENTO,CA95814 		94-1641240 501(C)(3) 42,813       TOBACCO CONTROL ADVOCACY AND EDUCATION
(74) ASSOCIATION OF REPRODUCTIVE HEALTH PROFESSIONALS1020 19TH ST NW SUITE 875
WASHINGTON,DC20036 		N/A 44,350       REPRODUCTIVE HEALTH
(75) SAN JOSE STATE UNIVERSITYRESEARCH FOUNDATION
SAN JOSE,CA95112 		GOV 45,954       TRANSGENDER ALCHOHOL ABUSE PREVENTION
(76) ALLIANCE OF BORDER COLLABORATIVES5400 SUNCREST DR
EL PASO,TX79912 		27-1747560 N/A 46,610       ALCHOHOL ABUSE & ALCHOHOLISM
(77) CENTER FOR SCIENCE IN THE PUBLIC INTEREST1220 L STREET NW
WASHINGTON,DC20005 		23-7122879 501(C)(3) 51,640       CHILDHOOD OBESITY & OBESITY PREVENTION
(78) EVENTS ENTERPRISES INCDBA EVENTS
FOLSOM,CA95763 		N/A 52,117       NUTRITION/DIET-COMMUNITY DEVELOPMENT
(79) OCCIDENTAL COLLEGE1600 CAMPUS ROAD
LOS ANGELES,CA90041 		95-1667177 501(C)(3) 52,595       NUTRITION/DIET-COMMUNITY DEVELOPMENT
(80) FIRST 5 ASSOCIATION OF CALIF719 EL CERRITO PLAZA
EL CERRITO,CA94530 		77-0548254 N/A 52,799       NUTRITION/DIET-COMMUNITY DEVELOPMENT
(81) REGENTS UNIVERSITY OF CA DAVISDEPT OF CHICANA/O STUDIES
WEST SACRAMENTO,CA95798 		N/A 53,715       NUTRITION/DIET-COMMUNITY DEVELOPMENT
(82) ASIAN AND PACIFIC ISLANDER WELLNESS CENTER730 POLK ST FL 4
SAN FRANCISCO,CA94109 		94-3096109 501(C)(3) 57,197       ASIAN & PACIFIC ISLANDERS HEALTH STUDY
(83) CALIFORNIA STATE UNIV SACTO6000 J STREET
SACRAMENTO,CA95819 		94-1337638 N/A 58,679       NUTRITION/DIET-COMMUNITY DEVELOPMENT
(84) VETERNS ADMINISTRATIONCENTRALCALIF HEALTHCARE SYSTEM
FRESNO,CA93703 		501(C)(3) 60,000       ELDERLY WELLNESS
(85) HEALTH EDUCATION COUNCIL3950 INDUSTRIAL BLVD
WEST SACRAMENTO,CA95691 		68-0249296 501(C)(3) 60,139       CHILDHOOD OBESITY & OBESITY PREVENTION
(86) CALIFORNIA MEDICAL ASSOCIATION FOUNDATION3835 N FREEWAY BLVD
SACRAMENTO,CA95835 		94-6062822 501(C)(3) 67,874       NUTRITION/DIET-COMMUNITY DEVELOPMENT
(87) ABINADER GROUP4096 PIEDMONT AVENUE
OAKLAND,CA94611 		16-1628402 N/A 71,743       GLOBAL HEALTH FELLOWS PROGRAM
(88) CENTER FOR DIGITAL DEMOCRACY1220 L STREET NW
WASHINGTON,DC20005 		52-2311577 501(C)(3) 72,158       MARKETING OF TOBACCO AND ALCOHOL STUDY
(89) VISITING NURSE SERVICE OF NEW YORK5 PENN PLAZA 12 FL GENL ACCTQ
NEW YORK,NY10001 		13-3189926 501(C)(3) 73,485       ELDERLY WELLNESS
(90) CONNECTICUT PHARMACISTS35 COLD SPRING RD SUITE 121
ROCKY HILL,CT06067 		65-1193552 N/A 73,600       ELDERLY WELLNESS
(91) CALIFORNIA PACIFIC MEDICAL CENTER FOUNDATIONPO BOX 7999
SAN FRANCISCO,CA94107 		94-0562680 501(C)(3) 74,432       ALCHOHOL ABUSE & ALCHOHOLISM
(92) ASCP FOUNDATION1321 DUKE STREET
ALEXANDRIA,VA22314 		54-1358129 501(C)(3) 74,772       ELDERLY WELLNESS
(93) CARING CHOICES1398 RIDGEWAY DRIVE
CHICO,CA95973 		68-0337307 501(C)(3) 80,000       ELDERLY WELLNESS
(94) RUNYON SALTZMAN & EINHORNONE CAPITOL MALL
SACRAMENTO,CA95814 		94-2323476 N/A 86,123       NUTRITION/DIET-COMMUNITY DEVELOPMENT
(95) CALIFORNIA WOMEN LEAD1201 K STREET
SACRAMENTO,CA95814 		51-0184488 501(C)(3) 95,156       NUTRITION/DIET-COMMUNITY DEVELOPMENT
(96) CONTRA COSTA CHILD CARE COUNCIL1035 DETROIT AVENUE
CONCORD,CA94518 		94-2383037 501(C)(3) 104,342       NUTRITION/DIET-COMMUNITY DEVELOPMENT
(97) CENTER FOR ENVIRONMENTAL HEALTH2201 BROADWAY
OAKLAND,CA94612 		94-3251981 501(C)(3) 105,000       CONSUMER LEAD EXPOSURE
(98) CENTER FOR COLLABORATIVE SOLUTIONS1329 HOWE AVE SUITE 200
SACRAMENTO,CA95825 		68-0245255 501(C)(3) 126,657       NUTRITION/DIET-COMMUNITY DEVELOPMENT
(99) LOBO GEO LLC1026 TAYLOR AVENUE
ALAMEDA,CA94501 		26-2675013 N/A 130,285       INFANT & PRENATAL DEATH
(100) SOUTHERN CALIFORNIA 2ND JURISDICTION COGIC5825 IMPERIAL AVENUE
SAN DIEGO,CA92114 		80-0443125 GOV 132,500       NUTRITION/DIET-COMMUNITY DEVELOPMENT
(101) CALIFORNIA WIC ASSOCIATION1490 DREW AVENUE SUITE 175
DAVIS,CA95618 		68-0271696 501(C)(3) 138,304       NUTRITION/DIET-COMMUNITY DEVELOPMENT
(102) REGENTS OF UC EXTRAMURAL FUNDS ACCOUNTING1111 FRANKLIN ST 12 FLOOR
BERKELEY,CA94720 		94-6002123 GOV 170,333       HEALTH PROFESSIONS WORKFORCE DIVERSITY IN CALIFORNIA
(103) FAME ASSISTANCE CORPORATION1968 W ADAMS BLVD
LOS ANGELES,CA90018 		95-4282097 501(C)(3) 173,081       NUTRITION/DIET-COMMUNITY DEVELOPMENT
(104) HARVARD UNIVERSITY PRESIDENT AND FELLOWS OF BOSTON1033 MASSACHUSETTS AVENUE SUITE 3
CAMBRIDGE,MA02138 		04-2103580 501(C)(3) 197,199       GLOBAL HEALTH FELLOWS PROGRAM
(105) BROWN MILLER COMMUNICATIONS1114 JONES STREET
MARTINEZ,CA94553 		68-0318635 N/A 212,056       NUTRITION/DIET-COMMUNITY DEVELOPMENT
(106) FIELD RESEARCH CORPORATIONPO BOX 100018
PASADENA,CA91189 		94-1351805 N/A 213,714       NUTRITION/DIET-COMMUNITY DEVELOPMENT
(107) TULANE UNIVERSITY HEALTH800 EAST COMMERCE ROAD
HARAHAN,LA70123 		72-0423889 GOV 237,726       GLOBAL HEALTH FELLOWS PROGRAM
(108) MACRO INTERNATIONAL INC15294 COLLECTION CENTER DRIVE
CHICAGO,IL60693 		52-0955232 N/A 499,349       ALCHOHOL ABUSE & ALCHOHOLISM
(109) REGENTS OF THE UNIV OF CALIF1885 FOLSOM STREET
SAN FRANCISCO,CA94143 		94-6036493 GOV 506,676       TOBACCO CONTROL ADVOCACY AND EDUCATION
(110) MANAGEMENT SYSTEMS INT'L INCC/O ADAMS NATL BANK 43861801
WASHINGTON,DC20036 		52-0955232 N/A 538,731       GLOBAL HEALTH FELLOWS PROGRAM
(111) LOMA LINDA UNIV MEDICAL CENTER11306 MOUNTAIN VIEW AVE
LOMA LINDA,CA92354 		95-1816009 N/A 556,033       CANCER SURVEILLENCE RESEARCH
(112) CANCER PREVENTION INSTITUTE OF CALIFORNIA2201 WALNUT AVE SUITE 300
FREMONT,CA94538 		23-7427232 501(C)(3) 627,917       CANCER PREVENTION & SURVEILLENCE RESEARCH
(113) CALIFORNIA HLTH COLLABORATIVE1625 EAST SHAW AVENUE
FRESNO,CA93710 		94-2862660 501(C)(3) 959,695       CANCER SURVEILLENCE RESEARCH
(114) UNIVERSITY OF SOUTHERN CALIFSPONSORED PROJECTS ACCOUNTING
LOS ANGELES,CA90074 		95-1642394 GOV 1,696,009       CANCER PREVENTION & SURVEILLENCE RESEARCH
2
Enter total number of section 501(c)(3) and government organizations ......................... Bullet Image
63
3
Enter total number of other organizations ................................ . Bullet Image
51
For Privacy Act and Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50055P
Schedule I (Form 990) 2010

Schedule I (Form 990) 2010
Page 2
Part III
Grants and Other Assistance to Individuals in the United States. Complete if the organization answered "Yes" to Form 990, Part IV, line 22.
Use Schedule I-1 (Form 990) if additional space is needed.
(a)Type of grant or assistance (b)Number of
recipients		 (c)Amount of
cash grant		 (d)Amount of
non-cash assistance		 (e)Method of valuation (book,
FMV, appraisal, other)		 (f)Description of non-cash assistance













Part IV
Supplemental Information. Complete this part to provide the information required in Part I, line 2, and any other additional information.
Identifier Return Reference Explanation
PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, PART I, LINE 2: PRIOR TO MAKING AN AWARD, PHI EVALUATES THE CAPABILITY OF THE GRANTEE TO CARRY OUT GRANT AWARD TERMS AND CONDITIONS, INCLUDING EXERCISING RESPONSIBLE FINANCIAL MANAGEMENT. PHI NOTIFIES THE GRANTEE ABOUT COMPLIANCE REQUIREMENTS AND INCORPORATES COMPLIANCE, AUDIT AND ENFORCEMENT PROVISIONS INTO AWARD DOCUMENTS, INCLUDING OMB CIRCULAR A-133 REQUIREMENTS WHERE APPLICABLE. PHI EMPLOYEES MAINTAIN REGULAR CONTACT WITH THE GRANTEE, REVIEW FINANCIAL AND PERFORMANCE REPORTS SUBMITTED BY THE GRANTEE, MAKE APPROPRIATE INQUIRIES, AND PERFORM SITE VISITS TO OBSERVE OPERATIONS AND REVIEW FINANCIAL PROGRAMMATIC RECORDS.
Schedule I (Form 990) 2010


Additional Data


Software ID:  
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Schedule J
(Form 990)
Department of the Treasury
Internal Revenue Service
Compensation Information
For certain Officers, Directors, Trustees, Key Employees, and Highest
Compensated Employees
SchJMediumBullet Complete if the organization answered "Yes" to Form 990,
Part IV, question 23.
SchJMediumBullet Attach to Form 990. SchJMediumBullet See separate instructions.
OMB No. 1545-0047
2010
Open to Public Inspection
Name of the organization
PUBLIC HEALTH INSTITUTE
 
Employer identification number

94-1646278
Part I
Questions Regarding Compensation
Yes
No
1a
Check the appropiate box(es) if the organization provided any of the following to or for a person listed in Form
990, Part VII, Section A, line 1a. Complete Part III to provide any relevant information regarding these items.
b
If any of the boxes in line 1a are checked, did the organization follow a written policy regarding payment or reimbursement orprovision of all the expenses described above? If "No," complete Part III to explain....
1b
 
 
2
Did the organization require substantiation prior to reimbursing or allowing expenses incurred by all
officers, directors, trustees, and the CEO/Executive Director, regarding the items checked in line 1a? ....
2
 
 
3
Indicate which, if any, of the following the organization uses to establish the compensation of the
organization's CEO/Executive Director. Check all that apply.
4
During the year, did any person listed in Form 990, Part VII, Section A, line 1a with respect to the filing organization or a related organization:
a
Receive a severance payment or change-of-control payment? ...............
4a
Yes
 
b
Participate in, or receive payment from, a supplemental nonqualified retirement plan? ........
4b
 
No
c
Participate in, or receive payment from, an equity-based compensation arrangement? ........
4c
 
No
If "Yes" to any of lines 4a-c, list the persons and provide the applicable amounts for each item in Part III.
Only 501(c)(3) and 501(c)(4) organizations only must complete lines 5-9.
5
For persons listed in form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the revenues of:
a
The organization? ...........................
5a
 
No
b
Any related organization? .........................
5b
 
No
If "Yes," to line 5a or 5b, describe in Part III.
6
For persons listed in form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the net earnings of:
a
The organization? ...........................
6a
 
No
b
Any related organization? .........................
6b
 
No
If "Yes," to line 6a or 6b, describe in Part III.
7
For persons listed in Form 990, Part VII, Section A, line 1a, did the organization provide any non-fixed
payments not described in lines 5 and 6? If "Yes," describe in Part III ............
7
Yes
 
8
Were any amounts reported in Form 990, Part VII, paid or accured pursuant to a contract that was
subject to the initial contract exception described in Regs. section 53.4958-4(a)(3)? If "Yes," describe
in Part III .............................
8
 
No
9
If "Yes" to line 8, did the organization also follow the rebuttable presumption procedure described in Regulations section 53.4958-6(c)? .........................
9
 
 
For Privacy Act and Paperwork Reduction Act Notice, see the Intructions for Form 990
Cat. No. 50053T
Schedule J (Form 990) 2010

Schedule J (Form 990) 2010
Page 2
Part II
Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees. Use Schedule J-1 if additional space needed.
For each individual whose compensation must be reported in Schedule J, report compensation from the organization on row (i) and from related organizations, described in the
instructions on row (ii). Do not list any individuals that are not listed on Form 990, Part VII.

Note. The sum of columns (B)(i)-(iii) must equal the applicable column (D) or column (E) amounts on Form 990, Part VII, line 1a.
(A) Name (B) Breakdown of W-2 and/or 1099-MISC compensation (C) Retirement and other deferred compensation (D) Nontaxable
benefits		 (E) Total of columns
(B)(i)-(D) 		(F) Compensation
reported in prior
Form 990 or
Form 990-EZ
(i) Base compensation (ii) Bonus & incentive compensation (iii) Other reportable compensation
(1) MARY A PITTMAN (i)
(ii)		 375,000
0 		1,579
0 		4,645
0 		37,500
0 		12,120
0 		430,844
0 		0
0
(2) THOMAS GREENFIELD - SEE SCH O (i)
(ii)		 199,593
0 		0
0 		4,288
0 		19,959
0 		9,245
0 		233,085
0 		0
0
(3) BOB WOLFSON (i)
(ii)		 235,783
0 		0
0 		53,062
0 		23,578
0 		9,810
0 		322,233
0 		0
0
(4) B MELANGE MATTHEWS (i)
(ii)		 219,564
0 		0
0 		0
0 		15,800
0 		8,888
0 		244,252
0 		0
0
(5) SHARON RUDY (i)
(ii)		 198,669
0 		29,181
0 		0
0 		19,912
0 		12,214
0 		259,976
0 		0
0
(6) DIANA PASCUAL (i)
(ii)		 156,288
0 		6,579
0 		0
0 		15,733
0 		11,170
0 		189,770
0 		0
0
(7) JAMES SIMPSON (i)
(ii)		 222,350
0 		6,579
0 		0
0 		22,335
0 		11,879
0 		263,143
0 		0
0
(8) TRENTON RUEBUSH (i)
(ii)		 227,558
0 		0
0 		5,675
0 		22,774
0 		2,727
0 		258,734
0 		0
0
(9) RONALD WALDMAN (i)
(ii)		 202,876
0 		0
0 		2,500
0 		19,598
0 		9,863
0 		234,837
0 		0
0
(10) DAVID LINDEMAN (i)
(ii)		 196,467
0 		0
0 		0
0 		20,179
0 		2,284
0 		218,930
0 		0
0
(11) NORMAN CONSTANTINE (i)
(ii)		 182,050
0 		2,343
0 		4,058
0 		18,205
0 		3,403
0 		210,059
0 		0
0





Schedule J (Form 990) 2010

Schedule J (Form 990) 2010
Page 3
Part III
Supplemental Information
Complete this part to provide the information, explanation, or descriptions required for Part I, lines 1a, 1b, 4c, 5a, 5b, 6a, 6b, 7, and 8. Also complete this part for any additional information.
Identifier Return Reference Explanation
  PART I, LINE 4A BOB WOLFSON IN THE AMOUNT OF $55,896
  PART I, LINE 7 THE ORGANIZATION MADE NON-FIXED PAYMENTS TO THE FOLLOWING PEOPLE ON THE LIST DURING 2010: MARY PITTMAN JAMES SIMPSON SHARON RUDY DIANA PASCUAL NORMAN CONSTANTINE
Schedule J (Form 990) 2010

Additional Data


Software ID:  
Software Version:  
Schedule L
(Form 990 or 990-EZ)
Department of the Treasury
Internal Revenue Service
Transactions with Interested Persons
MediumBullet Complete if the organization answered
"Yes" on Form 990, Part IV, lines 25a, 25b, 26, 27, 28a, 28b, or 28c,
or Form 990-EZ, Part V lines 38a or 40b.
MediumBullet Attach to Form 990 or Form 990-EZ. MediumBulletSee separate instructions.
OMB No. 1545-0047
2010
Open to Public Inspection
Name of the organization
PUBLIC HEALTH INSTITUTE
 
Employer identification number

94-1646278
Part I
Excess Benefit Transactions (section 501(c)(3) and section 501 (c)(4) organizations only).
Complete if the organization answered "Yes" on Form 990, Part IV, line 25a or 25b, or Form 990-EZ, Part V, line 40b.
1(a) Name of disqualified person (b) Description of transaction (c) Corrected?
Yes No





2
Enter the amount of tax imposed on the organization managers or disqualified persons during the year under section 4958. ......................... Bullet Image$
 
3
Enter the amount of tax, if any, on line 2, above, reimbursed by the organization ....... Bullet Image$
 

Part II
Loans to and/or From Interested Persons.
Complete if the organization answered "Yes" on Form 990, Part IV, line 26, or Form 990-EZ, Part V, line 38a.
(a) Name of interested person and purpose (b) Loan to or from the organization? (c)Original principal amount (d)Balance due (e) In default? (f) Approved by board or committee? (g)Written agreement?
To From Yes No Yes No Yes No
Total ...............Small Bullet $  
Part III
Grants or Assistance Benefitting Interested Persons.
Complete if the organization answered "Yes" on Form 990, Part IV, line 27.
(a) Name of interested person (b)Relationship between interested person and the organization (c)Amount of grant or type of assistance
For Privacy Act and Paperwork Reduction Act Notice, see the
Instructions for Form 990 or 990-EZ.
Cat. No. 50056A
Schedule L (Form 990 or 990-EZ) 2010
Schedule L (Form 990 or 990-EZ) 2010
Page 2
Part IV
Business Transactions Involving Interested Persons.
Complete if the organization answered "Yes" on Form 990, Part IV, line 28a, 28b, or 28c.
(a) Name of interested person (b) Relationship between interested person and the organization (c) Amount of transaction (d) Description of transaction (e) Sharing of organization's revenues?
Yes No
(1) DAVID LINDEMAN FAMILY MEMBER CEO & PRINCIPAL INVESTOR 218,931 EMPLOYEE COMPENSATION   No
Part V
Supplemental Information
Complete this part to provide additional information for responses to questions on Schedule L (see instructions).
Identifier Return Reference Explanation
Schedule L (Form 990 or 990-EZ) 2010

Additional Data


Software ID:  
Software Version:  




SCHEDULE O
(Form 990 or 990-EZ)

Department of the Treasury
Internal Revenue Service
Supplemental Information to Form 990 or 990-EZ

Complete to provide information for responses to specific questions on
Form 990 or to provide any additional information.
MediumBullet Attach to Form 990 or 990-EZ.
OMB No. 1545-0047
2010
Open to Public
Inspection
Name of the organization
PUBLIC HEALTH INSTITUTE
 
Employer identification number

94-1646278
Identifier Return Reference Explanation
FORM 990, PART VI, SECTION B, LINE 11   THE FORM 990 WAS PREPARED BY THE OUTSIDE ACCOUNTANTS AND REVIEWED BY THE COO AND GENERAL COUNSEL BEFORE SIGNING. A COPY OF THE FORM 990 WAS ELECTRONICALLY SUBMITTED TO ALL BOARD MEMBERS PRIOR TO FILING WITH THE IRS.
  FORM 990, PART VI, SECTION B, LINE 12C PHI'S WRITTEN CONFLICT OF INTEREST POLICIES APPLY TO DIRECTORS, OFFICERS, EMPLOYEES, CONSULTANTS AND AGENTS, CERTAIN POLICIES MAY APPLY TO OTHER PERSONS, E.G., PHI'S RESEARCH CONFLICT OF INTEREST POLICY. POTENTIAL, ALLEGED, OR ACTUAL CONFLICTS MAY BE REVIEWED BY A SUPERVISOR, EXECUTIVE MANAGEMENT, THE CEO OR THE COMPLIANCE OFFICER, THE CEO IS THE FINAL AUTHORITY, PHI'S POLICIES PROVIDE FOR APPROPRIATE EXCLUSIONS OR RESTRICTIONS DEPENDING ON THE CIRCUMSTANCES, MONITORING AND ENFORCEMENT INCLUDES MANDATORY ANNUAL CERTIFICATION OF COMPLIANCE, MANDATORY DISCLOSURE, PRIOR APPROVAL PROCEDURES, TRAINING, INSPECTION OF RECORDS AND OTHER INVESTIGATIVE MECHANISMS.
  FORM 990, PART VI, SECTION B, LINE 15 ALL PHI EMPLOYEES INCLUDING THE CEO AND KEY EMPLOYEES ARE COMPENSATED IN ACCORDANCE WITH A TITLE AND PAY PLAN BASED ON COMPARABILITY DATA PROVIDED BY INDEPENDENT COMPENSATION CONSULTANTS AND ADMINISTERED BY PHI'S HUMAN RESOURCES DEPARTMENT. DECISION ABOUT COMPENSATING THE CEO, COMPENSATED OFFICERS, IF ANY, AND KEY EMPLOYEES MAY INCLUDE SEPARATE COMPARABILITY DATA AND ARE COVERED BY A SPECIAL APPROVAL PROCESS ADOPTED BY THE BOARD OF DIRECTORS IN ACCORDANCE WITH IRS EXCESS BENEFIT TRANSACTION REGULATIONS AND COMPARABLE CALIFORNIA REQUIREMENTS. COMPENSATION WAS ESTABLISHED ACCORDING TO THESE PROCEDURES AND USED FOR THE MOST RECENT REVIEWS FOR THE FOLLOWING POSITIONS: PRESIDENT AND CEO, SENIOR VICE PRESIDENT AND CHIEF OPERATING OFFICER, VICE PRESIDENT OF HUMAN RESOURCES, PROGRAM DIRECTOR, POPULATION LEADERSHIP PROGRAM. PHI ENGAGED THE SERVICES OF AN INDEPENDENT CONSULTING FIRM TO CONDUCT A COMPREHENSIVE REVIEW OF PAY DATA AND SALARY RANGES USING CUSTOM SURVEYS OF COMPARABLE AND PEER ORGANIZATIONS AND PUBLISHED SURVEY SOURCES. THERE IS A PROCESS OF DOCUMENTING/SUBSTANTIATING SALARY DECISIONS MADE FOR KEY EMPLOYEES, BASED UPON GUIDELINES ESTABLISHED UNDER PHI'S TITLE & PAY PLAN. THE LAST COMPENSATION REVIEW TOOK PLACE IN NOVEMBER 2010.
  FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS ARE AVAILABLE TO THE PUBLIC THROUGH THE CALIFORNIA SECRETARY OF STATE AND THE CALIFORNIA ATTORNEY GENERAL'S REGISTRY OF CHARITABLE TRUSTS. THEY ARE PROVIDED TO INTERESTED PARTIES (I.E. GOVERNMENT AND PRIVATE FUNDING AGENCIES) UPON REQUEST. THE ORGANIZATION'S CONFLICT OF INTEREST POLICIES ARE PROVIDED TO INTERESTED PERSONS UPON REQUEST. FINANCIAL STATEMENTS ARE MADE AVAILABLE UPON REQUEST.
    FORM 990, PART VII, SECTION A - THOMAS GREENFIELD IS BOTH AN EMPLOYEE OF PHI AND A VOTING MEMBER ON THE BOARD. HE RECEIVES COMPENSATION FOR HIS CAPACITY AS A PRINCIPLE INVESTIGATOR FOR PHI AND IS NOT BEING COMPENSATED FOR HIS SERVICES AS A BOARD MEMBER.
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 51056K
Schedule O (Form 990 or 990-EZ) 2010

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