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 private
foundations)
MediumBullet Do not enter social security numbers on this form as it may be made public.
MediumBullet Information about Form 990 and its instructions is at www.IRS.gov/form990.
OMB No. 1545-0047
2014
Open to Public Inspection
A For the 2014 calendar year, or tax year beginning 01-01-2014 , and ending 12-31-2014
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 province, country, and ZIP or foreign postal code
OAKLAND, CA946074046
D Employer identification number

94-1646278
E Telephone number

G Gross receipts $ 107,092,250
F Name and address of principal officer:
MARY A PITTMAN
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
subordinates?
H(b)
Are all subordinates
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 14
4 Number of independent voting members of the governing body (Part VI, line 1b) ..... 4 12
5 Total number of individuals employed in calendar year 2014 (Part V, line 2a) ...... 5 886
6 Total number of volunteers (estimate if necessary) ............. 6 12
7a Total unrelated business revenue from Part VIII, column (C), line 12 ........ 7a 0
b Net unrelated business taxable income from Form 990-T, line 34 ......... 7b 0
Revenues Prior Year Current Year
8 Contributions and grants (Part VIII, line 1h) ......... 48,284,148 48,735,733
9 Program service revenue (Part VIII, line 2g) ......... 65,934,157 58,352,003
10 Investment income (Part VIII, column (A), lines 3, 4, and 7d ) .... 2,269 49
11 Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e) 0 -322,317
12 Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12)................... 114,220,574 106,765,468
Expenses; 13 Grants and similar amounts paid (Part IX, column (A), lines 1–3 )... 17,112,424 13,724,628
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) 66,400,262 65,481,932
16a Professional fundraising fees (Part IX, column (A), line 11e)..... 0 0
b Total fundraising expenses (Part IX, column (D), line 25) MediumBullet217,115    
17 Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e).... 30,657,355 26,223,584
18 Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25) 114,170,041 105,430,144
19 Revenue less expenses. Subtract line 18 from line 12....... 50,533 1,335,324
Net Assets or Fund Balances; Beginning of Current Year End of Year
20 Total assets (Part X, line 16)............. 30,779,030 28,937,070
21 Total liabilities (Part X, line 26)............. 17,984,790 14,807,506
22 Net assets or fund balances. Subtract line 21 from line 20..... 12,794,240 14,129,564
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 Use Only
Print/Type preparer's name
Preparer's signature
Date
PTIN
Firm's name MediumBullet
Firm's EIN MediumBullet
Firm's address MediumBullet



Phone no.
May the IRS discuss this return with the preparer shown above? (see instructions) ..........
For Paperwork Reduction Act Notice, see the separate instructions.
Cat. No. 11282Y Form 990 (2014)
Form 990 (2014)
Page 2
Part III
Statement of Program Service Accomplishments
Check if Schedule O contains a response or note to any line 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 organization’s program service accomplishments for each of its three largest program services, as measured by expenses. Section 501(c)(3) and 501(c)(4) organizations 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 $ 27,247,244 including grants of $   ) (Revenue $   )
GLOBAL HEALTH FELLOWS PROGRAM II (GHFP-II): 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. GHFP-II'S VISION IS TO CREATE THE GLOBAL HEALTH LEADERS OF THE FUTURE BY SUPPORTING A LARGE, SUSTAINABLE POOL OF TALENTED GLOBAL HEALTH PROFESSIONALS (FELLOWS AND INTERNS) AND TO STRENGTHEN THE EFFECTIVENESS OF USAID POPULATION, HEALTH AND NUTRITION PROGRAMS. GHFP-II RECRUITS, PLACES AND SUPPORTS TECHNICAL EXPERTS AT ALL PROFESSIONAL LEVELS IN WASHINGTON, D.C., AND ABROAD, AND PROVIDES CAREER AND PROFESSIONAL DEVELOPMENT OPPORTUNITIES. GHFP-II'S DIVERSITY INITIATIVE CREATES INCREASED OPPORTUNITIES FOR UNDERREPRESENTED POPULATIONS IN THE FIELD OF GLOBAL HEALTH. WORKING WITH COLLEGES AND UNIVERSITIES AROUND THE US, THE PROGRAM PROVIDES GUIDANCE AND ADVICE FOR INDIVIDUALS SEEKING A CAREER IN GLOBAL HEALTH. EACH YEAR THE PROGRAM TAKES PART IN APPROXIMATELY 50 DIFFERENT OUTREACH EVENTS, PROVIDING RELEVANT INFORMATION TO SEVERAL THOUSAND INDIVIDUALS INTERESTED IN THE FIELD OF GLOBAL HEALTH. THESE EVENTS INCLUDE PROFESSIONAL CONFERENCES, UNIVERSITY CAREER FAIRS AND INFORMATION SESSIONS, AND WEBINARS.GHFP-II'S FELLOWS, AT ALL LEVELS, WORK WITH USAID IN WASHINGTON, DC AND OVERSEAS IN A VARIETY OF TECHNICAL AREAS INCLUDING MATERNAL AND CHILD HEALTH, FAMILY PLANNING, REPRODUCTIVE HEALTH, HIV/AIDS, INFECTIOUS DISEASES, HEALTH POLICY AND OTHER GLOBAL HEALTH SPECIALTIES. THE PROGRAM ALSO SUPPORTS A COHORT OF SUMMER INTERNS AND ON DEMAND INTERNS THROUGHOUT THE YEAR THAT WORK IN THE GLOBAL HEALTH BUREAU AT USAID IN WASHINGTON, DC.IN SUPPORT OF ITS MANDATE TO HELP DEVELOP THE NEXT GENERATION OF GLOBAL HEALTH PROFESSIONALS, THE PROGRAM ESTABLISHED WORKING RELATIONSHIPS WITH SEVERAL PARTNERS INCLUDING PYXERA GLOBAL, GLOBEMED, GLOBAL HEALTH CORPS, AND MANAGEMENT SYSTEMS INTERNATIONAL. GLOBEMED, IS AN ORGANIZATION THAT AIMS TO STRENGTHEN THE MOVEMENT FOR GLOBAL HEALTH EQUITY BY EMPOWERING STUDENTS AND COMMUNITIES TO WORK TOGETHER TO IMPROVE THE HEALTH OF PEOPLE LIVING IN POVERTY AROUND THE WORLD. GLOBEMED HAS CHAPTERS ON 50 CAMPUSES ACROSS THE US AND PARTNERS WITH ORGANIZATIONS THROUGHOUT THE DEVELOPING WORLD INCLUDING IN INDIA, RWANDA, UGANDA, NEPAL, CAMBODIA AND LAOS. GHFP-II WILL BE FUNDING SCHOLARSHIPS FOR GLOBEMED INTERNS BASED ON NEED AND FOR THOSE UNDERREPRESENTED IN THE FIELD.PYXERA GLOBAL PROVIDES CORPORATE VOLUNTEERS TO SUPPORT LOCAL BUSINESSES, NONPROFITS, AND GOVERNMENTS IN EMERGING MARKETS WORLDWIDE. OVER THE PAST 20 YEARS, THEY HAVE PLACED THOUSANDS OF BUSINESS-ORIENTED VOLUNTEERS IN MORE THAN 80 COUNTRIES. GHFP-II WILL SUPPORT SEVERAL HUNDRED OF THESE VOLUNTEERS OVER A FIVE YEAR PERIOD.GLOBAL HEALTH CORPS PAIRS INTELLIGENT AND PASSIONATE FELLOWS WITH DEVELOPING COUNTRY ORGANIZATIONS THAT REQUIRE NEW THINKING AND INNOVATIVE SOLUTIONS. THEY PROVIDE THESE YOUNG LEADERS WITH THE TOOLS TO REMAIN CONNECTED AFTER THEIR FELLOWSHIP YEAR FINISHES, DEEPENING THEIR ABILITY TO ENACT CHANGE THROUGH HEIGHTENED SKILLS AND STRONG PARTNERSHIPS. GHFP-II WILL PROVIDE FUNDING FOR SEVERAL OF THESE FELLOWSHIPS IN THE COMING YEAR.MANAGEMENT SYSTEMS INTERNATIONAL PROVIDES CAREER AND PROFESSIONAL DEVELOPMENT SUPPORT TO GHFP-II FELLOWS. IN ADDITION, THEY PROVIDE COACHING SERVICES AS WELL AS REVIEWING AND COMPILING AN INVENTORY OF PROFESSIONAL DEVELOPMENT STRATEGIES AND ACTIVITIES.
4b (Code:   ) (Expenses $ 13,210,321 including grants of $   ) (Revenue $ 14,923,970 )
NUTRITION EDUCATION AND OBESITY PREVENTION BRANCH, CALIFORNIA DEPARTMENT OF PUBLIC HEALTH (NETWORK FOR A HEALTHY CALIFORNIA): PHI PARTNERS WITH THE CALIFORNIA DEPARTMENT OF PUBLIC HEALTH TO IMPLEMENT THE NETWORK FOR A HEALTHY CALIFORNIA (NETWORK), A STATEWIDE MOVEMENT OF LOCAL, STATE AND NATIONAL PARTNERS COLLECTIVELY WORKING TOWARD IMPROVING THE HEALTH STATUS OF MILLIONS OF LOW-INCOME CALIFORNIA PARENTS AND CHILDREN. SINCE ITS INCEPTION MORE THAN TEN YEARS AGO, THE NETWORK HAS GROWN TO BE THE LARGEST AND MOST DIVERSE NUTRITION AND PHYSICAL ACTIVITY INITIATIVE IN THE UNITED STATES. FUNDED THROUGH THE U.S. DEPARTMENT OF AGRICULTURE SUPPLEMENTAL NUTRITION ASSISTANCE PROGRAM (SNAP) NUTRITION EDUCATION, THE NETWORK FACILITATES BEHAVIOR CHANGE IN HOMES, SCHOOLS, WORKSITES, AND COMMUNITIES THAT HELP SUPPORT FRUIT AND VEGETABLE CONSUMPTION AND PHYSICAL ACTIVITY. THE NETWORK WORKS WITH PUBLIC AND NONPROFIT AGENCIES, PROVIDING STATE LEADERSHIP THROUGH CONTRACTS AND GRANTS TO LOCAL HEALTH DEPARTMENTS, HEALTH CENTERS, NONPROFIT ORGANIZATIONS AND OTHER GROUPS. ACTIVITIES INCLUDE DEVELOPING HEALTH EDUCATION TOOLS, MOUNTING SOCIAL MARKETING CAMPAIGNS, AND PROVIDING EVALUATION AND RESEARCH.THE NETWORK ENGAGES LOW-INCOME CONSUMERS TO IMPROVE THEIR COMMUNITIES AND CREATE NEW SOCIAL NORMS THAT SUPPORT HEALTHY EATING AND PHYSICAL ACTIVITY. ONE INITIATIVE, THE CHAMPIONS FOR CHANGE BRAND, IS PROMOTED THROUGH THE NETWORK'S STATEWIDE ADVERTISING AND PUBLIC RELATIONS CAMPAIGNS, ALONGSIDE COMMUNITY AND CONSUMER ACTIVITIES THAT ACTIVELY ENGAGE LOCAL LEADERS AND COMMUNITIES. PEER-TO-PEER EDUCATION PROJECTS, SUCH AS MOTHER'S TAKING ACTION, USE A COMMUNITY ENGAGEMENT AND LEADERSHIP DEVELOPMENT APPROACH TO CREATE LOCAL CHAMPIONS FOR CHANGE.THE NETWORK'S COMMUNITY-BASED PLANNING APPROACH, COMMUNITIES OF EXCELLENCE (CX3), PROVIDES COMMUNITIES WITH TOOLS TO ASSESS MARKETING CUES, FOOD QUALITY, AND ACCESS TO HEALTHY FOOD AND PHYSICAL ACTIVITY IN LOW-INCOME NEIGHBORHOODS. THE CX3 ASSESSMENTS HAVE ALREADY RESULTED IN EFFORTS TO IMPROVE NEIGHBORHOOD WALKING BY MAKING SIDEWALK AND STREET MODIFICATIONS, STARTING NEW SCHOOL AND COMMUNITY GARDENS, AND INSTITUTING HEALTHY POLICIES FOR VENDING MACHINES AND MOBILE VENDORS. THE YOUTH ENGAGEMENT INITIATIVE ENGAGES LOW-RESOURCE, MIDDLE AND HIGH SCHOOL YOUTH (AGES 12-18) IN CONDUCTING YOUTH-LED PARTICIPATORY ACTION RESEARCH PROJECTS. THE PROJECTS PROVIDE YOUTH WITH THE OPPORTUNITY TO BUILD LEADERSHIP, CRITICAL THINKING, PROBLEM-SOLVING, SERVICE LEARNING, AND STRATEGIZING SKILLS TO ADDRESS AND PROMOTE NUTRITION AND/OR PHYSICAL ACTIVITY ISSUES. YOUTH CREATE COMMUNITY CHANGES SUCH AS INSTALLING HYDRATION STATIONS TO PROVIDE CLEAN DRINKING WATER, AND MAKING HEALTHY FOOD CHOICES THE EASY CHOICE IN SCHOOLS. THE NETWORK'S BEST PRACTICE PROGRAMS HAVE DEMONSTRATED GAINS IN FRUIT AND VEGETABLE CONSUMPTION AND PHYSICAL ACTIVITY AMONG QUALIFYING LOW-INCOME FAMILIES. CALIFORNIA SURVEYS SHOW THAT THE PERCENT OF LOW-INCOME ADULTS WHO REACHED THE MINIMUM 5-SERVING GOAL FOR FRUIT AND VEGETABLE CONSUMPTION ROSE FROM A BASELINE OF 24 PERCENT IN 1997 TO 46 PERCENT IN 2007. THIS IS A 90 PERCENT INCREASE IN 10 YEARS. FROM 2000 TO 2009, CALIFORNIA'S OVERALL RANKING FOR FRUIT AND VEGETABLE CONSUMPTION ROSE FROM 11TH TO 5TH AMONG ALL STATES. THESE SURVEYS ALSO SHOW THAT THE PROPORTION OF LOW-INCOME ADULTS MEETING THE RECOMMENDED LEVEL OF AT LEAST 150 MINUTES PER WEEK OF MODERATE TO VIGOROUS PHYSICAL ACTIVITY GREW FROM 36 PERCENT IN 2001 TO 46 PERCENT IN 2007. THIS REPRESENTS A SIGNIFICANT INCREASE OF 28 PERCENT. IN 2010, NETWORK PARTNERS BROUGHT IN AN ESTIMATED 28,400 ADDITIONAL HOUSEHOLDS TO SNAP. THIS YIELDED $4.1 MILLION IN FEDERAL REIMBURSEMENTS FOR OUTREACH EFFORTS, WHICH RESULTED IN NEARLY $120.6 MILLION IN ANNUAL SNAP BENEFITS FOR FOOD AND ANOTHER $215.9 MILLION IN ECONOMIC STIMULUS TO CALIFORNIA COMMUNITIES.
4c (Code:   ) (Expenses $ 10,088,633 including grants of $   ) (Revenue $ 11,580,053 )
CHILDREN'S ONCOLOGY GROUP COORDINATING CENTER: MONROVIA, CA: THE PUBLIC HEALTH INSTITUTE SERVES AS THE FISCAL PARTNER FOR THE CHILDREN'S ONCOLOGY GROUP COORDINATING CENTER (COGCC) IN MONROVIA, CALIFORNIA. COGCC IS THE PRIMARY HEADQUARTERS FOR THE CHILDREN'S ONCOLOGY GROUP (COG), PROVIDING ADMINISTRATIVE AS WELL AS STATISTICAL AND DATA MANAGEMENT SUPPORT. THE CHILDREN'S ONCOLOGY GROUP AND ITS COORDINATING CENTER IN MONROVIA HAVE NEARLY FIFTEEN YEARS OF EXPERIENCE IN CARRYING OUT EFFICIENT, HIGH IMPACT RESEARCH FOR CHILDREN WITH CANCER. COG, A NATIONAL CANCER INSTITUTE (NCI) SUPPORTED CLINICAL TRIALS GROUP, IS THE WORLD'S LARGEST ORGANIZATION DEVOTED EXCLUSIVELY TO CHILDHOOD AND ADOLESCENT CANCER RESEARCH. THE NCI COOPERATIVE GROUP SYSTEM FOR CLINICAL RESEARCH BEGAN IN 1955 WITH A CONSORTIUM FOCUSED ON CHILDHOOD CANCER RESEARCH. BY THE END OF THE 1990S THERE WERE NINE GROUPS FUNDED BY THE NCI TO CONDUCT RESEARCH IN ADULTS WITH CANCER, AND FOUR COOPERATIVE GROUPS FUNDED WITH A FOCUS ON CHILDHOOD CANCER RESEARCH. IN THE YEAR 2000 THE FOUR PEDIATRIC GROUPS VOLUNTARILY MERGED EFFORTS TO CREATE THE CHILDREN'S ONCOLOGY GROUP.THE COG COORDINATING CENTER INCLUDES ELEVEN DISTINCT WORK-GROUPS SUPPORTING DIFFERENT, BUT INTER-RELATED FUNCTIONS: (I) ADMINISTRATION, (II) STUDY DEVELOPMENT, (III) STATISTICS, (IV) DATA MANAGEMENT, (V) QUALITY ASSURANCE, REGULATORY AFFAIRS & SITE AUDITING, (VI) INFORMATION TECHNOLOGY, (VII) CLINICAL PROJECTS, (VIII) PHASE 1 TRIAL OPERATIONS (IX) PHARMACEUTICAL INDUSTRY RELATIONS, (X) GROUP MEMBERSHIP AND (XI) COMMUNICATIONS & PUBLICATIONS. EACH WORKGROUP HAS A MANAGER OR DIRECTOR WITH CONSIDERABLE INDEPENDENCE AND FLEXIBILITY IN MANAGING HIS/HER AREA TO ENSURE RAPID AND EFFICIENT RESPONSE TO COG NEEDS.COG HAS BEEN STRUCTURED TO MAXIMIZE EFFICIENCY, PROMOTE COLLABORATION, AND RETAIN THE FLEXIBILITY TO FOCUS RESOURCES ON THE MOST PROMISING SCIENTIFIC ADVANCES. EXTENSIVE COLLABORATION AND INTEGRATION IS FOUND THROUGHOUT COG'S ORGANIZATION. FOR EXAMPLE, THE STRATEGIC DECISION TO ESTABLISH THE FREESTANDING COG COORDINATING CENTER IN MONROVIA, CA, COMPOSED OF COG'S OPERATIONS CENTER CO-LOCATED WITH KEY COMPONENTS OF COG'S STATISTICS & DATA CENTER, HELPS ENSURE THE LONG-TERM STABILITY OF THE COG RESEARCH ENTERPRISE AND ALLOWS FOR UNINTERRUPTED RESEARCH OPERATIONS THROUGH LEADERSHIP TRANSITIONS. MORE THAN 90% OF THE 13,500 CHILDREN AND ADOLESCENTS DIAGNOSED WITH CANCER EACH YEAR IN THE UNITED STATES ARE CARED FOR AT COG MEMBER INSTITUTIONS, ALLOWING FOR APPROXIMATELY 50% TO 60% OF NEWLY DIAGNOSED CHILDREN WITH CANCER TO BE ENROLLED ONTO A COG CLINICAL TRIAL, WITH ALMOST 90% OF THOSE LESS THAN 5 YEARS OF AGE PARTICIPATING IN COG RESEARCH. AT ANY GIVEN TIME, THE COG COORDINATING CENTER IS SUPPORTING APPROXIMATELY 45 STUDIES IN DEVELOPMENT, 70 STUDIES ACTIVELY ENROLLING NEW SUBJECTS, AND 100 STUDIES CLOSED TO ENROLLMENT FOR WHICH DATA COLLECTION IS COMPLETING AND DATA ANALYSIS IS IN PROCESS. ANNUALLY, THE COG COORDINATING CENTER FACILITATES APPROXIMATELY 4,000 ENROLLMENTS ONTO COG THERAPEUTIC STUDIES AND MORE THAN 13,000 ENROLLMENTS ONTO NON-THERAPEUTIC STUDIES, WHICH INCLUDE BIOLOGY, SUPPORTIVE CARE, EPIDEMIOLOGY, QUALITY OF LIFE, BEHAVIORAL SCIENCE, AND LATE-EFFECT STUDIES. THE COORDINATING CENTER ALSO SUPPORTS THE ONGOING FOLLOW-UP DATA COLLECTION FOR THE MORE THAN 25,000 CHILDREN ANNUALLY WHO CONTINUE TO BE EVALUATED AT COG MEMBER INSTITUTIONS FOR STUDIES ON WHICH THEY HAVE COMPLETED THERAPY.
(Code:   ) (Expenses $ 40,789,308 including grants of $ 13,724,628 ) (Revenue $ 31,847,980 )
FOR 50 YEARS, PHI HAS IMPLEMENTED RESEARCH AND PROGRAMS TO IMPROVE THE HEALTH AND WELLBEING OF PEOPLE ACROSS CALIFORNIA, THE U.S., AND THE WORLD. PHI IS A HUB FOR PUBLIC HEALTH INNOVATION, PROVIDING INFRASTRUCTURE, RESOURCES, AND INTELLECTUAL FREEDOM TO SOME OF THE BEST MINDS IN PUBLIC HEALTH. WITH OVER 100 RESEARCHERS AND PROJECT DIRECTORS - AND NEARLY 600 STAFF WORLDWIDE - PHI LEADS NEW RESEARCH, TESTS NOVEL INTERVENTIONS, AND IMPLEMENTS ON-THE-GROUND PROGRAMS TO ADDRESS NEW AND EMERGING PUBLIC HEALTH PROBLEMS. FOR EXAMPLE, PHI PROGRAMS COMPRISE ONE OF THE LARGEST OBESITY NETWORKS IN THE COUNTRY, ADDRESSING AN EPIDEMIC THAT HAS REACHED EPIDEMIC PROPORTIONS IN THE U.S. AND AROUND THE WORLD, RAISING THE RISK FOR CHRONIC DISEASES LIKE CANCER, HEART DISEASE, AND DIABETES. GLOBALLY, PHI IS DISMANTLING THE BARRIERS TO HEALTH AND OPPORTUNITY EXPERIENCED BY WOMEN AND GIRLS. IN THE U.S. PHI IS TRAINING AND GRADUATING HEALTH CARE PROFESSIONALS REPRESENTING THE DIVERSITY OF OUR POPULATION AND WHO WILL MEET THE GROWING DEMAND FOR CARE, AND IMPLEMENTING PROGRAMS, SYSTEMS AND RESEARCH THAT CONNECT PUBLIC HEALTH AND HEALTH CARE DELIVERY. PHI SPEARHEADS CONVERSATIONS AND SOLUTIONS TO ADDRESS CLIMATE CHANGE, WHICH, ALTHOUGH TYPICALLY FRAMED AS AN ENVIRONMENTAL ISSUE, REPRESENTS A HUGE THREAT TO HUMAN HEALTH. TOGETHER, PHI PROGRAMS ARE HELPING TO CREATE HEALTHY COMMUNITIES WHERE INDIVIDUALS CAN ACHIEVE THEIR HIGHEST POTENTIAL.
4d Other program services (Describe in Schedule O.)
(Expenses $ 40,789,308 including grants of $ 13,724,628 ) (Revenue $ 31,847,980 )
4e Total program service expensesMediumBullet91,335,506
Form 990 (2014)
Form 990 (2014)
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 (see instructions)? 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, or have a section 501(h) election in effect during the tax year? 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 IIIClick to see attachment............................
5
 
No
6
Did the organization maintain any donor advised funds or any similar funds or accounts for which 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 for escrow or custodial account liability; 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 temporarily restricted endowments, permanent endowments, 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, line 10?
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 VIIClick 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 VIIIClick 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 IXClick 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 XClick 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 XClick 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 and XII 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 and XII 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, investment, and program service activities outside the United States, or aggregate foreign investments valued at $100,000 or more? If "Yes," complete Schedule F, Parts I and IV......... 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 other assistance to or for any foreign organization? If “Yes,” complete Schedule F, Parts II and IVClick 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 other assistance to or for foreign individuals? If “Yes,” complete Schedule F, Parts III and IV... 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 (see instructions) .... Click to see attachment
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............ Click to see attachment
18
Yes
 
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................... Click to see attachment
19
 
No
20a
Did the organization operate one or more hospital facilities? If "Yes," complete Schedule H....
20a
 
No
b
If "Yes" to line 20a, did the organization attach a copy of its audited financial statements to this return?
20b
 
 
Form 990 (2014)
Form 990 (2014)
Page 4
Part IV
Checklist of Required Schedules (continued)
21
Did the organization report more than $5,000 of grants or other assistance to any domestic organization or domestic government 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 or other assistance to or for domestic individuals on Part IX, column (A), line 2? If “Yes,” complete Schedule I, Parts I and III........ Click to see attachment
22
Yes
 
23
Did the organization answer "Yes" to Part VII, Section A, line 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 lines 24b through 24d and complete Schedule K. If “No,” go to line 25a................
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), 501(c)(4), and 501(c)(29) 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
Did the organization report any amount on Part X, line 5, 6, or 22 for receivables from or payables to any current or former officers, directors, trustees, key employees, highest compensated employees, or disqualified persons? 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 employee thereof, a grant selection committee member, or to a 35% controlled entity or family member of any of these persons? 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 direct or indirect 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, Part II, III, or IV, and Part V, line 1........................
34
 
No
35a
Did the organization have a controlled entity within the meaning of section 512(b)(13)?
35a
 
No
b
If ‘Yes’ to line 35a, 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...
35b
 
 
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 11b and 19? Note. All Form 990 filers are required to complete Schedule O. ............
38
Yes
 
Form 990 (2014)
Form 990 (2014)
Page 5
Part V
Statements Regarding Other IRS Filings and Tax Compliance
Check if Schedule O contains a response or note to any line in this Part V ..............
Yes
No
1a
Enter the number reported in Box 3 of Form 1096 Enter -0- if not applicable ..
1a
429
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
886
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
 
No
b
If “Yes,” has it filed a Form 990-T for this year? If “No” to line 3b, provide an explanation in Schedule O...
3b
 
 
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, securities account, or other financial account)?..........................
4a
Yes
 
b
If "Yes," enter the name of the foreign country: MediumBulletIN
See instructions for filing requirements for FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR).
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 as charitable contributions?...
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
Yes
 
b
If "Yes," did the organization notify the donor of the value of the goods or services provided?.....
7b
Yes
 
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.
Did a donor advised fund maintained by the sponsoring organization have excess business holdings at any time during the year?.........................
8
 
 
9a
Did the sponsoring organization make any taxable distributions under section 4966?...
9a
 
 
b
Did the sponsoring 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. See the instructions for additional information the organization must report on Schedule O.
13a
 
 
b
Enter the 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 amount of reserves on hand ............
13c
 
14a
Did the organization receive any payments for indoor tanning services during the tax year?.....
14a
 
No
b
If "Yes," has it filed a Form 720 to report these payments? If "No," provide an explanation in Schedule O..
14b
 
 
Form 990 (2014)
Form 990 (2014)
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 or note to any line 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
14
If there are material differences in voting rights among members of the governing body, or if the governing body delegated broad authority to an executive committee or similar committee, explain in Schedule O.
b
Enter the number of voting members included in line 1a, above, who are independent ...................
1b
12
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
Yes
 
5
Did the organization become aware during the year of a significant diversion of the organization’s assets? .
5
 
No
6
Did the organization have members or stockholders? ................
6
 
No
7a
Did the organization have members, stockholders, or other persons who had the power to elect or appoint one or more members of the governing body? ....................
7a
 
No
b
Are any governance decisions of the organization reserved to (or subject to approval by) members, stockholders, or persons other than the governing body? ...................
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
Did the organization have local chapters, branches, or affiliates? ............
10a
 
No
b
If "Yes," did the organization have written policies and procedures governing the activities of such chapters, affiliates, and branches to ensure their operations are consistent with the organization's exempt purposes?
10b
 
 
11a
Has the organization provided a complete 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 this Form 990. .....
12a
Did the organization have a written conflict of interest policy? If "No," go to line 13.......
12a
Yes
 
b
Were officers, directors, or trustees, and key employees required to disclose annually interests that could give rise to conflicts? ..........................
12b
Yes
 
c
Did the organization regularly and consistently monitor and enforce compliance with the policy? If "Yes," describe in Schedule O how this was done.......................
12c
Yes
 
13
Did the organization have a written whistleblower policy? ...............
13
Yes
 
14
Did 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 15a or 15b, 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," did the organization follow a written policy or procedure requiring the organization to evaluate its participation in joint venture arrangements under applicable federal tax law, and take 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 made these available. Check all that apply.
19
Describe in Schedule O whether (and if so, how) the organization made its governing documents, conflict of interest policy, and financial statements available to the public during the tax year.
20
State the name, address, and telephone number of the person who possesses the organization's books and records:
MediumBulletRALPH MCKINNON

555 12TH STREET 10TH FLOOR
OAKLAND,CA946074046 (510) 285-5541
Form 990 (2014)
Form 990 (2014)
Page 7
Part VII
Compensation of Officers, Directors,Trustees, Key Employees, Highest Compensated Employees, and Independent Contractors
Check if Schedule O contains a response or note to any line 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. 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 organization compensated any current officer, director, or trustee.
(A)
Name and Title 		(B)
Average hours per week (list any hours for related organizations below dotted line) 		(C)
Position (do not check more than one box, unless person is both an officer and a director/trustee) 		(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; OfficerInd; Key Employee; Highest compensated employee; FormerOfcrDirectorTrusteeInd;
(1) MARY A PITTMAN........................................................................
PRESIDENT & CEO
 40.00
.......................   		X   X       477,606 0 56,853
(2) FREDERICK HESSLER........................................................................
BOARD CHAIR
 1.00
.......................   		X   X       0 0 0
(3) JOHN O'BRIEN........................................................................
BOARD VICE CHAIR
 1.00
.......................   		X   X       0 0 0
(4) DILEEP G BAL........................................................................
BOARD SECRETARY
 1.00
.......................   		X   X       0 0 0
(5) JOHN R SEFFRIN........................................................................
BOARD TREASURER
 1.00
.......................   		X   X       0 0 0
(6) ELAINE BACHLOR........................................................................
BOARD MEMBER
 1.00
.......................   		X           0 0 0
(7) CLAIRE D BRINDIS........................................................................
BOARD MEMBER
 1.00
.......................   		X           0 0 0
(8) KATHY CAHILL........................................................................
BOARD MEMBER
 1.00
.......................   		X           0 0 0
(9) KATHY KO CHIN........................................................................
BOARD MEMBER
 1.00
.......................   		X           0 0 0
(10) SUSAN DENTZER........................................................................
BOARD MEMBER
 1.00
.......................   		X           0 0 0
(11) FAITH MITCHELL........................................................................
BOARD MEMBER
 1.00
.......................   		X           0 0 0
(12) MARTA INDUNI SEE SCHEDULE O........................................................................
BOARD MEMBER, PI RESEARCH PROG.
 40.00
.......................   		X           128,637 0 24,839
(13) EDUARDO J SANCHEZ........................................................................
BOARD MEMBER
 1.00
.......................   		X           0 0 0
(14) KIMBERLY DAWN WISDOM........................................................................
BOARD MEMBER
 1.00
.......................   		X           0 0 0
(15) TAMAR DORFMAN........................................................................
CHIEF FINANCIAL OFFICER
 40.00
.......................   		    X       212,844 0 46,373
(16) B MELANGE MATTHEWS........................................................................
CHIEF OF STAFF / COO
 40.00
.......................   		      X     309,259 0 50,461
(17) SHARON RUDY........................................................................
PI PROGRAM DIRECTOR IV
 40.00
.......................   		      X     221,646 0 36,900
Form 990 (2014)
Form 990 (2014)
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 (list any hours for related organizations below dotted line) 		(C)
Position (do not check more than one box, unless person is both an officer and a director/trustee) 		(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; OfficerInd; Key Employee; Highest compensated employee; FormerOfcrDirectorTrusteeInd;
(18) ELIZABETH O'CONNER........................................................................
PI PROGRAM DIRECTOR IV
 40.00
.......................   		      X     175,017 0 32,882
(19) JAMES SIMPSON........................................................................
GENERAL COUNSEL
 40.00
.......................   		        X   267,198 0 46,146
(20) NORMAN CONSTANTINE........................................................................
PI RESEARCH PROGRAM DIRECT
 40.00
.......................   		        X   203,395 0 43,222
(21) BARBARA COHN........................................................................
PI RESEARCH PROGRAM DIRECT
 40.00
.......................   		        X   191,476 0 23,745
(22) YA DIUL MUKADI........................................................................
TECHNICAL ADVISOR IV
 40.00
.......................   		        X   185,532 0 20,916
(23) ERICA JONES........................................................................
PI RESEARCH PROG DIRECTOR III
 40.00
.......................   		        X   189,673 0 31,418














1b Sub-Total................MediumBullet
c Total from continuation sheets to Part VII, Section A....MediumBullet
d Total (add lines 1b and 1c)............MediumBullet 2,562,283 0 413,755
2
Total number of individuals (including but not limited to those listed above) who received more than $100,000 of reportable compensation from the organizationMediumBullet113
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. Report compensation for the calendar year ending with or within the organization’s tax year.
(A)
Name and business address 		(B)
Description of services 		(C)
Compensation
NATIONAL OPINION RESEARCH CENTER

55 EAST MONROE ST 20TH FL
CHICAGO,IL60603 		PROJECT CONSULTANT 388,012
GROUP HEALTH RESEARCH INSTITUTE

1730 MINOR AVE 1600
SEATTLE,WA98101 		PROJECT CONSULTANT 365,141
BROWN MILLER COMMUNICATIONS

1114 JONES STREET
MARTINEZ,CA94553 		PROJECT CONSULTANT 297,348
CENTER FOR SCIENCE IN THE PUBLIC INTERES

1220 L ST 300
WASHINGTON,DC20005 		PROJECT CONSULTANT 256,340
CENTER FOR COLLABORATIVE SOLUTIONS

1337 HOWE AVE SUITE 210
SEATTLE,WA98101 		PROJECT CONSULTANT 170,000
2
Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization MediumBullet9
Form 990 (2014)
Form 990 (2014)
Page 9
Part VIII
Statement of Revenue
Check if Schedule O contains a response or note to any line in this Part VIII .............
(A)
Total revenue 		(B)
Related or
exempt
function
revenue 		(C)
Unrelated
business
revenue 		(D)
Revenue
excluded from
tax under sections
512-514
Contributions, Gifts, GrantAmt and OtherAmt Similar Amounts 1a Federated campaigns..1a  
b Membership dues....1b  
c Fundraising events....1c 12,135
d Related organizations...1d  
e Government grants (contributions)1e 34,177,536
f All other contributions, gifts, grants, and
similar amounts not included above1f 		14,546,062
g Noncash contributions included in lines
1a-1f:$ 		 
h Total. Add lines 1a-1f.......MediumBullet 48,735,733
Program Service RevenueAmt Business Code
2a CONTRACTS 900009 58,180,043 58,180,043    
b PUBLICATION SALES 900009 171,960 171,960    
c
d
e
f All other program service revenue .        
g Total. Add lines 2a–2f........MediumBullet 58,352,003
OtherAmt RevenueAmt 3 Investment income (including dividends, interest, and other similar amounts).......MediumBullet 49     49
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
$ 12,135
of contributions reported on line 1c). See Part IV, line 18 ..
a 4,465
b Less: direct expenses ...b 326,782
c Net income or (loss) from fundraising events..MediumBullet -322,317   -322,317
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 106,765,468 58,352,003 0 -322,268
Form 990 (2014)
Form 990 (2014)
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).Check if Schedule O contains a response or note to any line in this Part IX ...............
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 domestic organizations and domestic governments. See Part IV, line 21 .... 12,985,092 12,985,092
2 Grants and other assistance to domestic individuals. See Part IV, line 22 .... 49,377 49,377
3 Grants and other assistance to foreign organizations, foreign governments, and foreign individuals. See Part IV, lines 15 and 16 ............ 690,159 690,159
4 Benefits paid to or for members ....    
5 Compensation of current officers, directors, trustees, and key employees .... 1,773,316 619,921 1,085,253 68,142
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 .... 47,868,034 41,328,760 6,482,780 56,494
8 Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) .... 4,214,623 3,626,128 582,738 5,757
9 Other employee benefits ....... 8,069,492 6,898,819 1,155,882 14,791
10 Payroll taxes ........... 3,556,467 3,013,635 534,494 8,338
11 Fees for services (non-employees):        
a Management ......        
b Legal ......... 35,974 9,651 26,323  
c Accounting ........... 120,500   120,500  
d Lobbying ........... 67,879   67,879  
e Professional fundraising services. See Part IV, line 17    
f Investment management fees ......        
g Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O) .... 6,565,117 6,474,576 84,372 6,169
12 Advertising and promotion .... 2,610 2,580 30  
13 Office expenses ....... 4,684,240 3,616,697 1,058,775 8,768
14 Information technology ...... 144,376 36,794 107,582  
15 Royalties ..        
16 Occupancy ........... 4,981,889 3,482,139 1,499,750  
17 Travel ............ 6,083,597 5,800,940 260,489 22,168
18 Payments of travel or entertainment expenses for any federal, state, or local public officials ......        
19 Conferences, conventions, and meetings .... 1,046,324 953,232 93,092  
20 Interest ........... 10,660 5,369 5,291  
21 Payments to affiliates .......        
22 Depreciation, depletion, and amortization ..... 65,172   65,172  
23 Insurance .............. 171,576 24,255 147,321  
24 Other expenses. Itemize expenses not covered above (List miscellaneous expenses in line 24e. If line 24e amount exceeds 10% of line 25, column (A) amount, list line 24e expenses on Schedule O.)
a TRAINING & PROF. DEV. 1,083,827 979,600 85,070 19,157
b OTHER 824,095 454,522 362,242 7,331
c TEMPORARY HELP 288,797 236,309 52,488  
d SUBCONTRACTS 46,951 46,951    
e All other expenses        
25 Total functional expenses. Add lines 1 through 24e 105,430,144 91,335,506 13,877,523 217,115
26 Joint costs. Complete this line only if the organization reported in column (B) joint costs from a combined educational campaign and fundraising solicitation. Check here MediumBullet if following SOP 98-2 (ASC 958-720).        
Form 990 (2014)
Form 990 (2014)
Page 11
Part X Balance Sheet Check if Schedule O contains a response or note to any line in this Part X ..............
(A)
Beginning of year 		(B)
End of year
Assets 1 Cash–non-interest-bearing ............. 4,470 1 2,354
2 Savings and temporary cash investments ......... 5,385,175 2 10,989,550
3 Pledges and grants receivable, net ........... 24,114,020 3 15,663,139
4 Accounts receivable, net .............   4  
5 Loans and other receivables from current and former officers, directors, trustees, key employees, and highest compensated employees. Complete Part II of
Schedule L ..................
  5  
6 Loans and other receivables from other disqualified persons (as defined under section 4958(f)(1)), persons described in section 4958(c)(3)(B), and contributing employers and sponsoring organizations of section 501(c)(9) voluntary employees' beneficiary organizations (see instructions) 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 .......... 1,016,490 9 1,205,458
10a Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D 10a 1,367,289
b Less: accumulated depreciation ..... 10b 538,075 195,715 10c 829,214
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 ........... 63,160 15 247,355
16 Total assets. Add lines 1 through 15 (must equal line 34)...... 30,779,030 16 28,937,070
Liabilities 17 Accounts payable and accrued expenses ......... 13,786,059 17 10,607,232
18 Grants payable .................   18  
19 Deferred revenue ................ 4,198,731 19 4,200,274
20 Tax-exempt bond liabilities .............   20  
21 Escrow or custodial account liability. Complete Part IV of Schedule D..   21  
22 Loans and other 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 (including federal income tax, payables to related third parties, and other liabilities not included on lines 17-24). Complete Part X of Schedule D....................   25  
26 Total liabilities. Add lines 17 through 25......... 17,984,790 26 14,807,506
Net Assets or Fund Balance Organizations that follow SFAS 117 (ASC 958), check here MediumBullet and complete lines 27 through 29, and lines 33 and 34.
27 Unrestricted net assets .............. 5,736,556 27 6,478,946
28 Temporarily restricted net assets ........... 7,057,684 28 7,650,618
29 Permanently restricted net assets ...........   29  
Organizations that do not follow SFAS 117 (ASC 958), 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 ........... 12,794,240 33 14,129,564
34 Total liabilities and net assets/fund balances ........ 30,779,030 34 28,937,070
Form 990 (2014)
Form 990 (2014)
Page 12
Part XI
Reconcilliation of Net Assets
Check if Schedule O contains a response or note to any line in this Part XI ..............
1
Total revenue (must equal Part VIII, column (A), line 12) ............
1
106,765,468
2
Total expenses (must equal Part IX, column (A), line 25) ............
2
105,430,144
3
Revenue less expenses. Subtract line 2 from line 1 ..............
3
1,335,324
4
Net assets or fund balances at beginning of year (must equal Part X, line 33, column (A)) ..
4
12,794,240
5
Net unrealized gains (losses) on investments ...............
5
 
6
Donated services and use of facilities .................
6
 
7
Investment expenses .....................
7
 
8
Prior period adjustments .....................
8
 
9
Other changes in net assets or fund balances (explain in Schedule O) ........
9
0
10
Net assets or fund balances at end of year. Combine lines 3 through 9 (must equal Part X, line 33, column (B))
10
14,129,564
Part XII
Financial Statements and Reporting
Check if Schedule O contains a response or note to any line 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
If ‘Yes,’ check a box below to indicate whether the financial statements for the year were compiled or reviewed on a separate basis, consolidated basis, or both:
b
Were the organization’s financial statements audited by an independent accountant?
2b
Yes
 
If ‘Yes,’ check a box below to indicate whether the financial statements for the year were audited on a separate basis, consolidated basis, or both:
c
If "Yes," to line 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?
2c
Yes
 
If the organization changed either its oversight process or selection process during the tax year, explain in Schedule O.
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 (2014)
Form 990 (2014)
Page 13
Form 990, Special Condition Description:
Special Condition Description
Form 990 (2014)
Form 990 (2014)
Page 14
Additional Data


Software ID:  
Software Version:  
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 Information about Schedule A (Form 990 or 990-EZ) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2014
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
a
b
c
d
e
f
Enter the number of supported organizations .............................  
g
Provide the following information about the supported organization(s).
(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 listed in your governing document? (v) Amount of monetary support (see instructions) (vi) Amount of other support (see instructions)
Yes No
Total    

For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990EZ.
Cat. No. 11285F
Schedule A (Form 990 or 990-EZ) 2014
Schedule A (Form 990 or 990-EZ) 2014
Page 2
Part II
Support Schedule for Organizations Described in Sections 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) right arrow (a) 2010 (b) 2011 (c) 2012 (d) 2013 (e) 2014 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .... 53,143,566 50,755,598 50,951,403 48,284,148 48,735,733 251,870,448
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 54,341,566 51,953,598 52,149,403 49,482,148 49,933,733 257,860,448
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).. 11,923,394
6 Public support. Subtract line 5 from line 4. 245,937,054
Section B. Total Support
Calendar year (or fiscal year beginning in) right arrow (a) 2010 (b) 2011 (c) 2012 (d) 2013 (e) 2014 (f) Total
7 Amounts from line 4.. 54,341,566 51,953,598 52,149,403 49,482,148 49,933,733 257,860,448
8 Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources... 30,219 14,248 8,189 2,269 49 54,974
9 Net income from unrelated business activities, whether or not the business is regularly carried on.. 159,801 66,738       226,539
10 Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.)..            
11 Total support Add lines 7 through 10. 258,141,961
12
12
266,956,418
13
First five years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a section 501(c)(3) organization, check this box and stop here........................................right arrow
Section C. Computation of Public Support Percentage
14
14
95.270 %
15
15
93.210 %
16a
b
17a
b
18
Private foundation. If the organization did not check a box on line 13, 16a, 16b, 17a, or 17b, check this box and see
instructions ..................................................... right arrow
Schedule A (Form 990 or 990-EZ) 2014
Schedule A (Form 990 or 990-EZ) 2014
Page 3
Part III
Support Schedule for Organizations Described in Section 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) right arrow (a) 2010 (b) 2011 (c) 2012 (d) 2013 (e) 2014 (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) right arrow (a) 2010 (b) 2011 (c) 2012 (d) 2013 (e) 2014 (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 VI.) ..            
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) 2014
Schedule A (Form 990 or 990-EZ) 2014
Page 4
Part IV
Supporting Organizations
(Complete only if you checked a box on line 11 of Part I. If you checked 11a of Part I, complete Sections A and B. If you checked 11b of Part I, complete Sections A and C. If you checked 11c of Part I, complete Sections A, D, and E. If you checked 11d of Part I, complete Sections A and D, and complete Part V.)
Section A. All Supporting Organizations
Yes
No
1
Are all of the organization’s supported organizations listed by name in the organization’s governing documents?
If "No," describe in Part VI how the supported organizations are designated. If designated by class or purpose,
describe the designation. If historic and continuing relationship, explain.
1
 
 
2
Did the organization have any supported organization that does not have an IRS determination of status under section 509(a)(1) or (2)? If "Yes," explain in Part VI how the organization determined that the supported organization was described in section 509(a)(1) or (2).
2
 
 
3a
Did the organization have a supported organization described in section 501(c)(4), (5), or (6)? If "Yes," answer (b) and (c) below.
3a
 
 
b
Did the organization confirm that each supported organization qualified under section 501(c)(4), (5), or (6) and satisfied the public support tests under section 509(a)(2)? If "Yes," describe in Part VI when and how the organization made the determination.
3b
 
 
c
Did the organization ensure that all support to such organizations was used exclusively for section 170(c)(2)(B) purposes? If "Yes," explain in Part VI what controls the organization put in place to ensure such use.
3c
 
 
4a
Was any supported organization not organized in the United States ("foreign supported organization")? If “Yes” and if you checked 11a or 11b in Part I, answer (b) and (c) below.
4a
 
 
b
Did the organization have ultimate control and discretion in deciding whether to make grants to the foreign supported organization? If “Yes,” describe in Part VI how the organization had such control and discretion despite being controlled or supervised by or in connection with its supported organizations....
4b
 
 
c
Did the organization support any foreign supported organization that does not have an IRS determination under sections 501(c)(3) and 509(a)(1) or (2)? If “Yes,” explain in Part VI what controls the organization used to ensure that all support to the foreign supported organization was used exclusively for section 170(c)(2)(B) purposes.
4c
 
 
5a
Did the organization add, substitute, or remove any supported organizations during the tax year? If “Yes,” answer (b) and (c) below (if applicable). Also, provide detail in Part VI, including (i) the names and EIN numbers of the supported organizations added, substituted, or removed, (ii) the reasons for each such action, (iii) the authority under the organization's organizing document authorizing such action, and (iv) how the action was accomplished (such as by amendment to the organizing document).
5a
 
 
b
Type I or Type II only. Was any added or substituted supported organization part of a class already designated in the organization's organizing document?
5b
 
 
c
Substitutions only. Was the substitution the result of an event beyond the organization's control?
5c
 
 
6
Did the organization provide support (whether in the form of grants or the provision of services or facilities) to anyone other than (a) its supported organizations; (b) individuals that are part of the charitable class benefited by one or more of its supported organizations; or (c) other supporting organizations that also support or benefit one or more of the filing organization’s supported organizations? If “Yes,” provide detail in Part VI.
6
 
 
7
Did the organization provide a grant, loan, compensation, or other similar payment to a substantial contributor (defined in IRC 4958(c)(3)(C)), a family member of a substantial contributor, or a 35-percent controlled entity with regard to a substantial contributor? If “Yes,” complete Part I of Schedule L (Form 990) .
7
 
 
8
Did the organization make a loan to a disqualified person (as defined in section 4958) not described in line 7? If “Yes,” complete Part II of Schedule L (Form 990).
8
 
 
9a
Was the organization controlled directly or indirectly at any time during the tax year by one or more disqualified persons as defined in section 4946 (other than foundation managers and organizations described in section 509(a)(1) or (2))? If “Yes,” provide detail in Part VI.
9a
 
 
b
Did one or more disqualified persons (as defined in line 9(a)) hold a controlling interest in any entity in which the supporting organization had an interest? If “Yes,” provide detail in Part VI.
9b
 
 
c
Did a disqualified person (as defined in line 9(a)) have an ownership interest in, or derive any personal benefit from, assets in which the supporting organization also had an interest? If “Yes,” provide detail in Part VI.
9c
 
 
10a
Was the organization subject to the excess business holdings rules of IRC 4943 because of IRC 4943(f) (regarding certain Type II supporting organizations, and all Type III non-functionally integrated supporting organizations)? If “Yes,” answer b below.
10a
 
 
b
Did the organization have any excess business holdings in the tax year? (Use Schedule C, Form 4720, to determine whether the organization had excess business holdings).
10b
 
 
11
Has the organization accepted a gift or contribution from any of the following persons?
a
A person who directly or indirectly controls, either alone or together with persons described in (b) and (c) below, the governing body of a supported organization?
11a
 
 
b
A family member of a person described in (a) above?
11b
 
 
c
A 35% controlled entity of a person described in (a) or (b) above? If “Yes” to a, b, or c, provide detail in Part VI.
11c
 
 
Schedule A (Form 990 or 990-EZ) 2014
Schedule A (Form 990 or 990-EZ) 2014
Page 5
Part IV
Supporting Organizations (continued)

Section B. Type I Supporting Organizations
Yes
No
1
Did the directors, trustees, or membership of one or more supported organizations have the power to regularly appoint or elect at least a majority of the organization’s directors or trustees at all times during the tax year? If “No,” describe in Part VI how the supported organization(s) effectively operated, supervised, or controlled the organization’s activities. If the organization had more than one supported organization, describe how the powers to appoint and/or remove directors or trustees were allocated among the supported organizations and what conditions or restrictions, if any, applied to such powers during the tax year.
1
 
 
2
Did the organization operate for the benefit of any supported organization other than the supported organization(s) that operated, supervised, or controlled the supporting organization? If “Yes,” explain in Part VI how providing such benefit carried out the purposes of the supported organization(s) that operated, supervised or controlled the supporting organization.
2
 
 
Section C. Type II Supporting Organizations
Yes
No
1
Were a majority of the organization’s directors or trustees during the tax year also a majority of the directors or trustees of each of the organization’s supported organization(s)? If “No,” describe in Part VI how control or management of the supporting organization was vested in the same persons that controlled or managed the supported organization(s).
1
 
 
Section D. All Type III Supporting Organizations
Yes
No
1
Did the organization provide to each of its supported organizations, by the last day of the fifth month of the organization’s tax year, (1) a written notice describing the type and amount of support provided during the prior tax year, (2) a copy of the Form 990 that was most recently filed as of the date of notification, and (3) copies of the organization’s governing documents in effect on the date of notification, to the extent not previously provided?
1
 
 
2
Were any of the organization’s officers, directors, or trustees either (i) appointed or elected by the supported organization(s) or (ii) serving on the governing body of a supported organization? If "No," explain in Part VI how the organization maintained a close and continuous working relationship with the supported organization(s).
2
 
 
3
By reason of the relationship described in (2), did the organization’s supported organizations have a significant voice in the organization’s investment policies and in directing the use of the organization’s income or assets at all times during the tax year? If "Yes," describe in Part VI the role the organization’s supported organizations played in this regard.
3
 
 
Section E. Type III Functionally-Integrated Supporting Organizations
1
Check the box next to the method that the organization used to satisfy the Integral Part Test during the year (see instructions):
a
b
c
2
Activities Test. Answer (a) and (b) below.
Yes
No
a
Did substantially all of the organization’s activities during the tax year directly further the exempt purposes of the supported organization(s) to which the organization was responsive? If "Yes," then in Part VI identify those supported organizations and explain how these activities directly furthered their exempt purposes, how the organization was responsive to those supported organizations, and how the organization determined that these activities constituted substantially all of its activities.
2a
 
 
b
Did the activities described in (a) constitute activities that, but for the organization’s involvement, one or more of the organization’s supported organization(s) would have been engaged in? If "Yes," explain in Part VI the reasons for the organization’s position that its supported organization(s) would have engaged in these activities but for the organization’s involvement.
2b
 
 
3
Parent of Supported Organizations. Answer (a) and (b) below.
a
Did the organization have the power to regularly appoint or elect a majority of the officers, directors, or trustees of each of the supported organizations? Provide details in Part VI.
3a
 
 
b
Did the organization exercise a substantial degree of direction over the policies, programs and activities of each of its supported organizations? If "Yes," describe in Part VI the role played by the organization in this regard.
3b
 
 
Schedule A (Form 990 or 990-EZ) 2014
Schedule A (Form 990 or 990-EZ) 2014
Page 6
Part V – Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations

1.   Check here if the organization satisfied the Integral Part Test as a qualifying trust on Nov. 20, 1970. See instructions. All other Type III non-functionally integrated supporting organizations must complete Sections A through E.
Section A - Adjusted Net Income (A) Prior Year (B) Current Year
(optional)
1 Net short-term capital gain 1    
2 Recoveries of prior-year distributions 2    
3 Other gross income (see instructions) 3    
4 Add lines 1 through 3 4    
5 Depreciation and depletion 5    
6 Portion of operating expenses paid or incurred for production or collection of gross income or for management, conservation, or maintenance of property held for production of income (see instructions) 6    
7 Other expenses (see instructions) 7    
8 Adjusted Net Income (subtract lines 5, 6 and 7 from line 4) 8    

Section B - Minimum Asset Amount (A) Prior Year (B) Current Year
(optional)
1 Aggregate fair market value of all non-exempt-use assets (see instructions for short tax year or assets held for part of year): 1
a Average monthly value of securities 1a    
b Average monthly cash balances 1b    
c Fair market value of other non-exempt-use assets 1c    
d Total (add lines 1a, 1b, and 1c) 1d    
e Discount claimed for blockage or other factors (explain in detail in Part VI):  
2 Acquisition indebtedness applicable to non-exempt use assets 2    
3 Subtract line 2 from line 1d 3    
4 Cash deemed held for exempt use. Enter 1-1/2% of line 3 (for greater amount, see instructions). 4    
5 Net value of non-exempt-use assets (subtract line 4 from line 3) 5    
6 Multiply line 5 by .035 6    
7 Recoveries of prior-year distributions 7    
8 Minimum Asset Amount (add line 7 to line 6) 8    

Section C - Distributable Amount Current Year
1 Adjusted net income for prior year (from Section A, line 8, Column A) 1  
2 Enter 85% of line 1 2  
3 Minimum asset amount for prior year (from Section B, line 8, Column A) 3  
4 Enter greater of line 2 or line 3 4  
5 Income tax imposed in prior year 5  
6 Distributable Amount. Subtract line 5 from line 4, unless subject to emergency temporary reduction (see instructions) 6  
7   Check here if the current year is the organization's first as a non-functionally-integrated Type III supporting organization (see instructions)
Schedule A (Form 990 or 990-EZ) 2014
Schedule A (Form 990 or 990-EZ) 2014
Page 7
Section D - Distributions Current Year
1 Amounts paid to supported organizations to accomplish exempt purposes  
2 Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in
excess of income from activity		  
3 Administrative expenses paid to accomplish exempt purposes of supported organizations  
4 Amounts paid to acquire exempt-use assets  
5 Qualified set-aside amounts (prior IRS approval required)  
6 Other distributions (describe in Part VI). See instructions  
7Total annual distributions. Add lines 1 through 6.  
8 Distributions to attentive supported organizations to which the organization is responsive (provide
details in Part VI). See instructions		  
9 Distributable amount for 2014 from Section C, line 6  
10 Line 8 amount divided by Line 9 amount  

Section E - Distribution Allocations (see instructions) (i)
Excess Distributions 		(ii)
Underdistributions
Pre-2014 		(iii)
Distributable
Amount for 2014
1 Distributable amount for 2014 from Section C, line
6 		 
2 Underdistributions, if any, for years prior to 2014
(reasonable cause required--see instructions)		  
3 Excess distributions carryover, if any, to 2014:
a From 2009.......X
b From 2010.......X
c From 2011.......X
d From 2012.......X
e From 2013.......  
fTotal of lines 3a through e  
g Applied to underdistributions of prior years  
h Applied to 2014 distributable amount  
i Carryover from 2009 not applied (see
instructions)
j Remainder. Subtract lines 3g, 3h, and 3i from 3f.  
4Distributions for 2014 from Section D, line 7:
$  
a Applied to underdistributions of prior years  
b Applied to 2014 distributable amount  
c Remainder. Subtract lines 4a and 4b from 4.  
5 Remaining underdistributions for years prior to
2014, if any. Subtract lines 3g and 4a from line 2
(if amount greater than zero, see instructions)		  
6 Remaining underdistributions for 2014. Subtract
lines 3h and 4b from line 1 (if amount greater than
zero, see instructions)		  
7 Excess distributions carryover to 2015. Add lines
3j and 4c.		  
8 Breakdown of line 7:
a From 2010.......X
b From 2011.......X
c From 2012.......X
d From 2013.......  
e From 2014.......  
Schedule A (Form 990 or 990-EZ) (2014)
Schedule A (Form 990 or 990-EZ) 2014
Page 8
Part VI
Supplemental Information. Provide the explanations required by Part II, line 10; Part II, line 17a or 17b; Part III, line 12; Part IV, Section A, lines 1, 2, 3b, 3c, 4b, 4c, 5a, 6, 9a, 9b, 9c, 11a, 11b, and 11c; Part IV, Section B, lines 1 and 2; Part IV, Section C, line 1; Part IV, Section D, lines 2 and 3; Part IV, Section E, lines 1c, 2a, 2b, 3a and 3b; Part V, line 1; Part V, Section B, line 1e; Part V Section D, lines 5, 6, and 8; and Part V, Section E, lines 2, 5, and 6. Also complete this part for any additional information. (See instructions).
Facts And Circumstances Test
 
Return Reference Explanation
Schedule A (Form 990 or 990-EZ) 2014

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.
Arrow Bullet Information about Schedule B (Form 990, 990-EZ, or 990-PF) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2014
Name of the 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 on line H of its
Form 990-EZ or on its Form 990PF, Part I, line 2, 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) (2014)

Schedule B (Form 990, 990-EZ, or 990-PF) (2014)
Page 2
Name of organization
PUBLIC HEALTH INSTITUTE
  		Employer identification number

94-1646278
Part I
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
RESTRICTED
 
 

   
 
 
  ,    

$RESTRICTED


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 

   
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 

   
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 

   
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 

   
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 

   
 
 

$  


(Complete Part II for noncash contributions.)
Schedule B (Form 990, 990-EZ, or 990-PF) (2014)

Schedule B (Form 990, 990-EZ, or 990-PF) (2014)
Page 3
Name of organization
PUBLIC HEALTH INSTITUTE
  		Employer identification number

94-1646278
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(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) (2014)

Schedule B (Form 990, 990-EZ, or 990-PF) (2014)
Page 4
Name of organization
PUBLIC HEALTH INSTITUTE
  		Employer identification number

94-1646278
Part III
Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10)
that total more than $1,000 for the year from any one contributor. 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 $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
Use duplicate copies of Part III if additional space is needed.
(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) (2014)

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 Information about Schedule C (Form 990 or 990-EZ) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2014
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) (see separate instructions) or Form 990-EZ, Part V, line 35c (Proxy Tax) (see separate instructions), 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 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 function 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 Paperwork Reduction Act Notice, see the instructions for Form 990 or 990-EZ.
Cat. No. 50084S
Schedule C (Form 990 or 990-EZ) 2014

Schedule C (Form 990 or 990-EZ) 2014
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 SchCMd Bulletexpenses, and share of excess lobbying expenditures).
B Check SchCMd Bullet
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) ...... 6,764  
b Total lobbying expenditures to influence a legislative body (direct lobbying) ....... 61,115  
c Total lobbying expenditures (add lines 1a and 1b) ................... 67,879  
d Other exempt purpose expenditures ........................ 105,362,265  
e Total exempt purpose expenditures (add lines 1c and 1d) ............... 105,430,144  
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 separate instructions for lines 2a through 2f.)
Lobbying Expenditures During 4-Year Averaging Period
Calendar year (or fiscal year
beginning in) 		(a) 2011 (b) 2012 (c) 2013 (d) 2014 (e) Total
2a Lobbying nontaxable 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 20,825 42,533 48,288 67,879 179,525
d Grassroots nontaxable 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 4,165 791 3,551 6,764 15,271
Schedule C (Form 990 or 990-EZ) 2014


Schedule C (Form 990 or 990-EZ) 2014
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)).
For each "Yes" response to lines 1a through 1i below, provide in Part IV a detailed description of the lobbying activity.
(a)
No
Yes
(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? ..........................
 
 
 
j
Total. Add 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 carry over 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) and if either (a) BOTH Part III-A, lines 1 and 2, are answered "No" OR (b) Part III-A, line 3, is answered “Yes."
1
Dues, assessments and similar amounts from members .....................
1
 
2
Section 162(e) nondeductible 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
Provide the descriptions required for Part l-A, line 1; Part l-B, line 4; Part l-C, line 5; Part II-A (affiliated group list); Part II-A, lines 1 and 2 (see instructions), and Part ll-B, line 1. Also, complete this part for any additional information.
Return Reference Explanation
Schedule C (Form 990 or 990EZ) 2014

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, 11a, 11b, 11c, 11d, 11e, 11f, 12a, or 12b.
SchDMd Bullet Attach to Form 990.
Information about Schedule D (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2014
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 value of contributions to (during year)    
3 Aggregate value of 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 can 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 through 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, and not on a historic structure listed in the National Register .................... 2d  
3
Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during
the tax 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 section 170(h)(4)(B)(ii)? .......................................
9
In Part XIII, 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 (ASC 958), 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 XIII, the text of the footnote to its financial statements that describes these items.
b
If the organization elected, as permitted under SFAS 116 (ASC 958), 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)
Revenue 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 (ASC 958) relating to these items:
a
Revenue included in Form 990, Part VIII, line 1 ..........................SchDMd Bullet $  
b
Assets included in Form 990, Part X ...............................SchDMd Bullet $  
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 52283D
Schedule D (Form 990) 2014

Schedule D (Form 990) 2014
Page 2
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued)
3
Using the organization’s acquisition, 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 XIII.
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 XIII 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, for escrow or custodial account liability?
b
If "Yes," explain the arrangement in Part XIII. Check here if the explanation has been provided in Part XIII .......
Part V
Endowment Funds. Complete if the organization answered "Yes" to Form 990, Part IV, line 10.
(a)Current year (b)Prior year b (c)Two years back (d)Three years back (e)Four years back
1a Beginning of year balance ....          
b Contributions ........          
c Net investment earnings, gains, and 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 current year end balance (line 1g, column (a)) held as:
a
Board designated or quasi-endowment SchDMd Bullet  
b
Permanent endowment SchDMd Bullet  
c
Temporarily restricted endowment SchDMd Bullet  
The percentages in lines 2a, 2b, and 2c should equal 100%.
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 XIII the intended uses of the organization's endowment funds.
Part VI
Land, Buildings, and Equipment. Complete if the organization answered 'Yes' to Form 990, Part IV, line 11a. See Form 990, Part X, line 10.
Description of property (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 ................   1,367,289 538,075 829,214
e Other .................        
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).).......SchDMdBullet 829,214
Schedule D (Form 990) 2014

Schedule D (Form 990) 2014
Page 3
Part VII
Investments—Other Securities. Complete if the organization answered 'Yes' to Form 990, Part IV, line 11b. 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) must equal Form 990, Part X, col. (B) line 12.)Small Bullet  
Part VIII
Investments—Program Related. Complete if the organization answered 'Yes' to Form 990, Part IV, line 11c. See Form 990, Part X, line 13.
(a) Description of investment (b) Book value (c) Method of valuation:
Cost or end-of-year market value








Total. (Column (b) must equal Form 990, Part X, col.(B) line 13.)Small Bullet  
Part IX
Other Assets. Complete if the organization answered 'Yes' to Form 990, Part IV, line 11d. See Form 990, Part X, line 15.
(a) Description (b) Book value








Total. (Column (b) must equal Form 990, Part X, col.(B) line 15.)...........Small Bullet  
Part X
Other Liabilities. Complete if the organization answered 'Yes' to Form 990, Part IV, line 11e or 11f. See Form 990, Part X, line 25.
1.(a) Description of liability (b) Book value
Federal income taxes  








Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)Small Bullet  
2. Liability for uncertain tax positions. In Part XIII, 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 (ASC 740). Check here if the text of the footnote has been provided in Part XIII
Schedule D (Form 990) 2014

Schedule D (Form 990) 2014
Page 4
Part XI Reconciliation of Revenue per Audited Financial Statements With Revenue per Return Complete if the organization answered 'Yes' to Form 990, Part IV, line 12a.
1 Total revenue, gains, and other support per audited financial statements ....... 1 107,092,250
2 Amounts included on line 1 but not on Form 990, Part VIII, line 12:
a Net unrealized gains (losses) on investments .... 2a  
b Donated services and use of facilities ......... 2b  
c Recoveries of prior year grants ........... 2c  
d Other (Describe in Part XIII.) ............ 2d  
e Add lines 2a through 2d ..................... 2e 0
3 Subtract line 2e from line 1..................... 3 107,092,250
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 XIII.) ........... 4b -326,782
c Add lines 4a and 4b....................... 4c -326,782
5 Total revenue. Add lines 3 and 4c. (This must equal Form 990, Part I, line 12.) ...... 5 106,765,468
Part XII Reconciliation of Expenses per Audited Financial Statements With Expenses per Return. Complete if the organization answered 'Yes' to Form 990, Part IV, line 12a.
1 Total expenses and losses per audited financial statements ........... 1 105,756,926
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 XIII.) ............ 2d 326,782
e Add lines 2a through 2d...................... 2e 326,782
3 Subtract line 2e from line 1..................... 3 105,430,144
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 XIII.) ............ 4b  
c Add lines 4a and 4b....................... 4c 0
5 Total expenses. Add lines 3 and 4c. (This must equal Form 990, Part I, line 18.) ...... 5 105,430,144
Part XIII
Supplemental Information
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, line 2; Part XI, lines 2d and 4b; and Part XII, lines 2d and 4b. Also complete this part to provide any additional information.
Return Reference Explanation
PART X, LINE 2: FOR THE YEARS ENDED DECEMBER 31, 2014 AND 2013, THE INSTITUTE HAS DOCUMENTED ITS CONSIDERATION OF FASB ASC 740-10, INCOME TAXES, THAT PROVIDES GUIDANCE FOR REPORTING UNCERTAINTY IN INCOME TAXES AND HAS DETERMINED THAT NO MATERIAL UNCERTAIN TAX POSITIONS QUALIFY FOR EITHER RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE FEDERAL FORM 990, RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX, IS SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE, GENERALLY FOR THREE YEARS AFTER IT IS FILED.
PART XI, LINE 4B - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES INCLUDED AS AN EXPENSE ON THE -326,782. AUDITED FINANCIAL STATEMENTS AND NETTED AGAINST REVENUE ON FORM 990, PART VIII, LINE 8C.
PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES INCLUDED AS AN EXPENSE ON THE 326,782. AUDITED FINANCIAL STATEMENTS AND NETTED AGAINST REVENUE ON FORM 990, PART VIII, LINE 8C.
Schedule D (Form 990) 2014

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 Information about Schedule F (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2014
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 its grants
and other 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 its grants and other assistance outside the United States.
3
Activites per Region. (The following Part I, line 3 table can be duplicated if additional space is needed.)
(a) Region (b) Number of offices in the region (c) Number of employees, agents, and independent contractors in region (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 and investments
in region
CENTRAL AMERICA AND THE CARIBBEAN 0 0 PROGRAM SERVICES CENTER CORE SUPPORT 33,456
CENTRAL AMERICA AND THE CARIBBEAN 0 0 PROGRAM SERVICES COMMUNITY DEVELOPMENT 705,470
CENTRAL AMERICA AND THE CARIBBEAN 0 0 PROGRAM SERVICES POLICY DEVELOPMENT 11,767
CENTRAL AMERICA AND THE CARIBBEAN 0 0 PROGRAM SERVICES RESEARCH 123,902
CENTRAL AMERICA AND THE CARIBBEAN 0 0 PROGRAM SERVICES TECHNICAL ASSISTANCE 11,326
CENTRAL AMERICA AND THE CARIBBEAN 0 0 PROGRAM SERVICES TRAINING 335,011
EAST ASIA AND THE PACIFIC 1 1 PROGRAM SERVICES COMMUNITY DEVELOPMENT 19,873
EAST ASIA AND THE PACIFIC 0 0 PROGRAM SERVICES RESEARCH 234,077
EAST ASIA AND THE PACIFIC 0 0 PROGRAM SERVICES TECHNICAL ASSISTANCE 1,107,348
EAST ASIA AND THE PACIFIC 0 0 PROGRAM SERVICES TRAINING 46,064
EUROPE 0 0 PROGRAM SERVICES TECHNICAL ASSISTANCE 62,681
MIDDLE EAST AND NORTH AFRICA 0 0 PROGRAM SERVICES TECHNICAL ASSISTANCE 48,138
MIDDLE EAST AND NORTH AFRICA 0 0 PROGRAM SERVICES TRAINING 8,141
NORTH AMERICA 0 0 PROGRAM SERVICES POLICY DEVELOPMENT 147,119
NORTH AMERICA 0 0 PROGRAM SERVICES RESEARCH 143,083
NORTH AMERICA 0 0 PROGRAM SERVICES TRAINING 11,114
RUSSIA AND NEIGHBORING STATES 0 0 PROGRAM SERVICES TECHNICAL ASSISTANCE 186,647
RUSSIA AND NEIGHBORING STATES 0 0 PROGRAM SERVICES TRAINING 8,141
SOUTH AMERICA 0 0 PROGRAM SERVICES TRAINING 4,993
SOUTH ASIA 0 0 PROGRAM SERVICES COMMUNITY DEVELOPMENT 6,624
SOUTH ASIA 0 0 PROGRAM SERVICES RESEARCH 9,680
SOUTH ASIA 0 0 PROGRAM SERVICES TECHNICAL ASSISTANCE 75,894
SUB-SAHARAN AFRICA 0 0 PROGRAM SERVICES CENTER CORE SUPPORT 167,623
SUB-SAHARAN AFRICA 0 0 PROGRAM SERVICES COMMUNITY DEVELOPMENT 224,852
SUB-SAHARAN AFRICA 0 0 PROGRAM SERVICES RESEARCH 568,512
SUB-SAHARAN AFRICA 0 0 PROGRAM SERVICES TECHNICAL ASSISTANCE 3,031,285
SUB-SAHARAN AFRICA 0 0 PROGRAM SERVICES TRAINING 198,521
EAST ASIA AND THE PACIFIC 0 0 GRANTS   119,098
CENTRAL AMERICA AND THE CARIBBEAN 0 0 GRANTS   296,418
NORTH AMERICA 0 0 GRANTS   132,143
SUB-SAHARAN AFRICA 0 0 GRANTS   138,200
EUROPE 0 0     4,300
3a Sub-total ..... 1 1 1,474,882
b Total from continuation sheets to Part I ... 0 0 6,746,619
c Totals (add lines 3a and 3b) 1 1 8,221,501
For Paperwork Reduction Act Notice, see the Instructions for Form 990.Cat. No. 50082W Schedule F (Form 990) 2014
Schedule F (Form 990) 2014
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. Part II can be duplicated if additional space is needed.
1 (a) Name of organization (b) IRS code section
and EIN (if applicable)		 (a)(c) Region (b)(d) Purpose of
grant 		(e) Amount of
cash grant 		(f) Manner of
cash
disbursement 		(g) Amount
of non-cash
assistance 		(h) Description
of non-cash
assistance 		(i) Method of
valuation
(book, FMV,
appraisal, other)
CENTRAL AMERICA AND THE CARIBBEAN RESEARCH 10,000 WIRE      
CENTRAL AMERICA AND THE CARIBBEAN RESEARCH 10,000 WIRE      
CENTRAL AMERICA AND THE CARIBBEAN RESEARCH 25,285 WIRE      
CENTRAL AMERICA AND THE CARIBBEAN RESEARCH 6,500 WIRE      
CENTRAL AMERICA AND THE CARIBBEAN COMMUNITY DEVELOPMENT 15,020 WIRE      
CENTRAL AMERICA AND THE CARIBBEAN TECHNICAL ASSISTANCE 11,000 WIRE      
CENTRAL AMERICA AND THE CARIBBEAN TECHNICAL ASSISTANCE 11,000 WIRE      
CENTRAL AMERICA AND THE CARIBBEAN TECHNICAL ASSISTANCE 8,715 WIRE      
CENTRAL AMERICA AND THE CARIBBEAN TECHNICAL ASSISTANCE 8,715 WIRE      
CENTRAL AMERICA AND THE CARIBBEAN TRAINING 12,000 WIRE      
CENTRAL AMERICA AND THE CARIBBEAN TRAINING 30,000 WIRE      
CENTRAL AMERICA AND THE CARIBBEAN TRAINING 18,000 WIRE      
EAST ASIA AND THE PACIFIC RESEARCH 12,295 WIRE      
EAST ASIA AND THE PACIFIC RESEARCH 36,000 WIRE      
EAST ASIA AND THE PACIFIC RESEARCH 9,000 WIRE      
EAST ASIA AND THE PACIFIC RESEARCH 36,000 WIRE      
EAST ASIA AND THE PACIFIC RESEARCH 17,515 WIRE      
NORTH AMERICA RESEARCH 30,276 WIRE      
NORTH AMERICA RESEARCH 13,558 WIRE      
NORTH AMERICA RESEARCH 20,676 WIRE      
NORTH AMERICA TECHNICAL ASSISTANCE 10,000 WIRE      
NORTH AMERICA TECHNICAL ASSISTANCE 10,000 WIRE      
NORTH AMERICA TRAINING 20,000 WIRE      
SUB-SAHARAN AFRICA RESEARCH 8,000 WIRE      
SUB-SAHARAN AFRICA RESEARCH 5,700 WIRE      
SUB-SAHARAN AFRICA COMMUNITY DEVELOPMENT 10,000 WIRE      
SUB-SAHARAN AFRICA COMMUNITY DEVELOPMENT 10,000 WIRE      
SUB-SAHARAN AFRICA REPRODUCTIVE HEALTH 56,000 WIRE      
SUB-SAHARAN AFRICA TECHNICAL ASSISTANCE 30,000 WIRE      
SUB-SAHARAN AFRICA TECHNICAL ASSISTANCE 10,000 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
30
3
Enter total number of other organizations or entities .......................MediumBullet
0
Schedule F (Form 990) 2014
Schedule F (Form 990) 2014Page 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.
Part III can be duplicated 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)
REPRODUCTIVE HEALTH CENTRAL AMERICA AND THE CARIBBEAN 12 21,784 WIRE      
TRAINING CENTRAL AMERICA AND THE CARIBBEAN 11 97,095 WIRE      
COMMUNITY DEVELOPMENT EAST ASIA AND THE PACIFIC 1 2,500 WIRE      
REPRODUCTIVE HEALTH NORTH AMERICA 2 2,133 WIRE      
TRAINING NORTH AMERICA 2 20,500 WIRE      
               
               
               
               
               
               
               
               
               
               
               
               
               
Schedule F (Form 990) 2014
Schedule F (Form 990) 2014
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, Return by a U.S. Transferor of Property to a Foreign Corporation (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, Annual Return to Report Transactions with Foreign Trusts and Receipt of Certain Foreign Gifts, and/or Form 3520-A, Annual Information Return of Foreign Trust With a U.S. Owner (see Instructions for Forms 3520 and 3520-A; do not file with Form 990)............................
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, Information 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; do not file with Form 990).....................................
Schedule F (Form 990) 2014
Schedule F (Form 990) 2014
Page 5
Part V
Supplemental Information
Provide the information required by Part I, line 2 (monitoring of funds); Part I, line 3, column (f) (accounting method; amounts of investments vs. expenditures per region); Part II, line 1 (accounting method); Part III (accounting method); and Part III, column (c) (estimated number of recipients), as applicable. Also complete this part to provide any additional information (see instructions).
ReturnReference Explanation
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.
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
Schedule F (Form 990) 2014
Additional Data


Software ID:  
Software Version:  



SCHEDULE G (Form 990 or 990-EZ)
Department of the Treasury
Internal Revenue Service
Supplemental Information Regarding
Fundraising or Gaming Activities
Complete if the organization answered "Yes" to Form 990, Part IV, lines 17, 18, or 19, or if the organization entered more than $15,000 on Form 990-EZ, line 6a. right arrowAttach to Form 990 or Form 990-EZ.
right arrowInformation about Schedule G (Form 990 or 990-EZ) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2014
Open to Public Inspection
Name of the organization
PUBLIC HEALTH INSTITUTE
 
Employer identification number

94-1646278
Part I
Fundraising Activities. Complete if the organization answered "Yes" to Form 990, Part IV, line 17. Form 990-EZ
filers are not required to complete this part.
1
Indicate whether the organization raised funds through any of the following activities. Check all that apply.
a e
b f
c g
d
2a
Did the organization have a written or oral agreement with any individual (including officers, directors, trustees
or key employees listed in Form 990, Part VII) or entity in connection with professional fundraising services?
b
If "Yes," list the ten highest paid individuals or entities (fundraisers) pursuant to agreements under which the fundraiser is
to be compensated at least $5,000 by the organization.
(i) Name and address of individual
or entity (fundraiser) 		(ii) Activity (iii) Did fundraiser have custody or control of contributions? (iv) Gross receipts
from activity 		(v) Amount paid to
(or retained by)
fundraiser listed in
col. (i) 		(vi) Amount paid to
(or retained by)
organization
Yes No
             
             
             
             
             
             
             
             
             
             
Total .................right arrow      
3
List all states in which the organization is registered or licensed to solicit contributions or has been notified it is exempt from registration or licensing.
For Paperwork Reduction Act Notice, see the Instructions for Form 990or 990-EZ.
Cat. No. 50083H
Schedule G (Form 990 or 990-EZ) 2014
Schedule G (Form 990 or 990-EZ) 2014
Page 2
Part II
Fundraising Events. Complete if the organization answered "Yes" to Form 990, Part IV, line 18, or reported more than $15,000 of fundraising event contributions and gross income on Form 990-EZ, lines 1 and 6b. List events with gross receipts greater than $5,000.
(a) Event #1

PHI @ 50
(event type) 		(b) Event #2

 
(event type) 		(c) Other events

 
(total number) 		(d) Total events
(add col. (a) through col. (c))
VerticalRevenue 1 Gross receipts . . . 16,600     16,600
2 Less: Contributions . . 12,135     12,135
3 Gross income (line 1
minus line 2) . . . 		4,465     4,465
VerticalDirectExpenses 4 Cash prizes . . .        
5 Noncash prizes . .        
6 Rent/facility costs . . 194,114     194,114
7 Food and beverages . 83,957     83,957
8 Entertainment . . . 3,600     3,600
9 Other direct expenses . 45,111     45,111
10 Direct expense summary. Add lines 4 through 9 in column (d) ........... right arrow 326,782
11 Net income summary. Subtract line 10 from line 3, column (d)........... right arrow -322,317
Part III
Gaming. Complete if the organization answered "Yes" to Form 990, Part IV, line 19, or reported more than $15,000 on Form 990-EZ, line 6a.
VerticalRevenue (a) Bingo (b) Pull tabs/Instant
bingo/progressive bingo 		(c) Other gaming (d) Total gaming (add col.(a) through col.(c))
1 Gross revenue . . . .        
VerticalDirectExpenses 2 Cash prizes . . . .        
3 Non-cash prizes . . .        
4 Rent/facility costs . . .        
5 Other direct expenses . .        
6 Volunteer labor . . .
%
%
%
7 Direct expense summary. Add lines 2 through 5 in column (d) ........... right arrow  
8 Net gaming income summary. Subtract line 7 from line 1, column (d) ......... right arrow  
9
Enter the state(s) in which the organization conducts gaming activities:
a
Is the organization licensed to conduct gaming activities in each of these states? ............
b
If "No," explain:
 
10a
Were any of the organization's gaming licenses revoked, suspended or terminated during the tax year? .....
b
If "Yes," explain:
 
Schedule G (Form 990 or 990-EZ) 2014
Schedule G (Form 990 or 990-EZ) 2014
Page 3
11
Does the organization conduct gaming activities with nonmembers? .................
12
Is the organization a grantor, beneficiary or trustee of a trust or a member of a partnership or other entity
formed to administer charitable gaming? ..........................
13
Indicate the percentage of gaming activities conducted in:
a
The organization's facility ......................
13a
%
b
An outside facility ........................
13b
%
14
Enter the name and address of the person who prepares the organization's gaming/special events books and records:
Name right arrow
Address right arrow
15a
Does the organization have a contract with a third party from whom the organization receives gaming
revenue? ......................................
b
If "Yes," enter the amount of gaming revenue received by the organization right arrow $   and the
amount of gaming revenue retained by the third party right arrow $  
c
If "Yes," enter name and address of the third party:
Name right arrow
Address right arrow
 
 
16
Gaming manager information:
Name right arrow
Gaming manager compensation right arrow $  
Description of services provided right arrow
 
17
Mandatory distributions:
a
Is the organization required under state law to make charitable distributions from the gaming proceeds to
retain the state gaming license? ............................
b
Enter the amount of distributions required under state law distributed to other exempt organizations or spent
in the organization's own exempt activities during the tax year right arrow$  
Part IV
Supplemental Information. Provide the explanations required by Part I, line 2b, columns (iii) and (v), and Part III, lines 9, 9b, 10b, 15b, 15c, 16, and 17b, as applicable. Also provide any additional information (see instructions).
Return Reference Explanation
Schedule G (Form 990 or 990-EZ) 2014
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.
lBullet Information about Schedule I (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2014
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 Domestic Organizations and Domestic Governments. Complete if the organization answered "Yes" to
Form 990, Part IV, line 21, for any recipient that received more than $5,000. Part II can be duplicated if additional space is needed.
(a) Name and address of organization
or government		 (b) EIN (c) IRC 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) NATIONAL DEVELOPMENT AND RESEARCH INSTITUTES
71 W 23RD ST 4TH FLOOR
NEW YORK,NY10010 		23-7009089 501(C)(3) 5,561       ALCOHOL ABUSE & ALCOHOLISM
(2) YOUTH SPEAK COLLECTIVE
444 SOUTH BRAND BLVD 201
SAN FERNANDO,CA91340 		27-0126980 501(C)(3) 6,000       NUTRITION/DIET-COMMUNITY DEVELOPMENT
(3) REGENTS OF UC-UCLA
405 HILGARD AVENUE
LOS ANGELES,CA90095 		501(C)(3) 6,020       COMMUNITY DEVELOPMENT/COMMUNITY HEALTH
(4) HAVEN WOMEN'S CENTER
618 13TH STREET
MODESTO,CA95354 		94-2499361 501(C)(3) 6,399       COMMUNITY DEVELOPMENT/ADOLESCENT HEALTH
(5) LIGHTBOX COLLABORATIVE LLC
916 STANYAN STREET
SAN FRANCISCO,CA94117 		26-2688480 OTHER 6,940       NUTRITION/DIET-COMMUNITY DEVELOPMENT
(6) JUNE ISAACSON KAILES
6201 OCEAN FRONT WALKSTE 2
PLAYA DEL REY,CA90293 		95-4303018 OTHER 7,200       DISABILITY AND BUSINESS TECHNICAL ASSISTANCE
(7) MARIN CENTER FOR INDPNDNT LIVING
710 FOURTH STREET
SAN RAFAEL,CA94901 		94-2605669 501(C)(3) 7,216       DISABILITY AND BUSINESS TECHNICAL ASSISTANCE
(8) INDEPENDENT LIVING CENTER
14407 GILMORE ST STE 101
VAN NUYS,CA91401 		95-3026060 501(C)(3) 7,400       DISABILITY AND BUSINESS TECHNICAL ASSISTANCE
(9) SAN LUIS OBISPOCOUNTY HEALTH AGENCY
2180 JOHNSON AVENUE
SAN LUIS OBISPO,CA93401 		95-6000939 501(C)(3) 7,685       COMMUNITY DEVELOPMENT/COMMUNITY HEALTH
(10) CONSULTANTS IN HEALTH
3236 RAVENSCOVE LANE
ALAMEDA,CA94501 		45-5351876 OTHER 8,000       COMMUNITY DEVELOPMENT
(11) TEXAS A&M RESEARCH FOUNDATION
400 HARVEY MITCHELL PKWY S
COLLEGE STATION,TX77845 		74-1238434 501(C)(3) 8,063       ALCOHOL ABUSE & ALCOHOLISM
(12) BOSTON UNIVERSITY
25 BUICK STREET 2ND FLOOR
BOSTON,MA02215 		501(C)(3) 8,269       ALCOHOL ABUSE & ALCOHOLISM
(13) INDEPENDENT LIVING SERVICES
1161 EAST AVENUE
CHICO,CA95926 		11-3753238 501(C)(3) 8,305       DISABILITY AND BUSINESS TECHNICAL ASSISTANCE
(14) FREEMAN AND FREEMAN CONSULTING
9677 RIVER THREAD COURT
ELK GROVE,CA95824 		26-1615004 OTHER 8,594       TRAINING/COMMUNITY HEALTH
(15) FRESNO CENTER FOR NEW AMERICANS
4879 E KINGS CANYON ROAD
FRESNO,CA93727 		77-0280265 501(C)(3) 9,000       NUTRITION/DIET-COMMUNITY DEVELOPMENT
(16) ARIZONA CENTER FOR DISABLTY LAW
5025 EAST WASHINGTON ST 202
PHOENIX,AZ85034 		23-7408586 501(C)(3) 9,130       DISABILITY AND BUSINESS TECHNICAL ASSISTANCE
(17) PUBLIC HEALTH ADVOCACY INSTITUTE
360 HUNTINGTON AVE 117CU
BOSTON,MA02115 		04-2668916 501(C)(3) 9,344       NUTRITION/DIET-COMMUNITY DEVELOPMENT
(18) COMMUNITY PARTNERS INGLEWOOD
664 E REGENT STREET
INGLEWOOD,CA90301 		501(C)(3) 9,996       CLIMATE CHANGE - TECHNICAL ASSISTANCE
(19) ARIZONA BRIDGE TO INDEPENDENT LIVING
5025 E WASHINGTON ST STE 200
PHOENIX,AZ85034 		86-0486447 501(C)(3) 10,000       DISABILITY AND BUSINESS TECHNICAL ASSISTANCE
(20) CEERT
1100 11TH STREET STE 311
SACRAMENTO,CA95814 		68-0260751 501(C)(3) 10,000       COMMUNITY DEVELOPMENT/INFRASTRUCTURE
(21) ENVIRONMENTAL HEALTH COALITION
2727 HOOVER AVENUE SUITE 202
NATIONAL CITY,CA91950 		95-3798792 501(C)(3) 10,000       TECHNICAL ASSISTANCE/CLIMATE CHANGE
(22) SUZANNE THOMAS ADA
212 WOODLEY STREET
LAS VEGAS,NV89106 		27-0190225 OTHER 10,037       DISABILITY AND BUSINESS TECHNICAL ASSISTANCE
(23) JUDITH STARK CONSULTING
124 COUNTRY CLUB DRIVE
SAN FRANCISCO,CA94132 		20-8031093 OTHER 12,641       DISABILITY AND BUSINESS TECHNICAL ASSISTANCE
(24) PLUMAS COUNTY PUBLIC HEALTH
270 COUNTY HOSPITAL ROAD 206
QUINCY,CA95971 		94-6000528 GOVERNMENT 13,118       COMMUNITY DEVELOPMENT
(25) UNIVERSITY OF CALIFORNIA
PO BOX 2450
MERCED,CA95344 		27-0093858 501(C)(3) 13,874       APPLIED RESEARCH/INFRASTRUCTURE
(26) PUBLIC HEALTH FOUNDATION
300 FRANK H OGAWA PLAZA 520
OAKLAND,CA94612 		95-2557063 501(C)(3) 15,020       NUTRITION/DIET-COMMUNITY DEVELOPMENT
(27) GEORGE WASHINGTON UNIVERSITY
45155 RESEARCH PLACE
ASHBURN,VA20147 		53-0196584 501(C)(3) 17,536       CLIMATE CHANGE - TECHNICAL ASSISTANCE
(28) ASSOC OF PREPRODUCTIVE HEALTH
1300 19TH ST NW SUITE 200
WASHINGTON,DC20036 		52-1591381 501(C)(3) 18,750       APPLIED RESEARCH/POPULATION RESEARCH
(29) GUTTMACHER INSTITUTE
125 MAIDEN LANE 7TH FLOOR
NEW YORK,NY10038 		13-2890727 501(C)(3) 18,750       REPRODUCTIVE HEALTH
(30) ROBERT WILLIAM PRENTICE
415 FRANCONIA STREET
SAN FRANCISCO,CA94110 		37-3441627 501(C)(3) 20,197       TRAINING/COMMUNITY HEALTH
(31) LOCAL GOVERNMENT COMMISSON
1303 J STREET SUITE 250
SACRAMENTO,CA95814 		94-2791699 501(C)(3) 20,407       NUTRITION/DIET-COMMUNITY DEVELOPMENT
(32) LOMPOC VALLEY COMMUNITY
PO BOX 368
LOMPOC,CA93438 		77-0494140 501(C)(3) 20,582       COMMUNITY DEVELOPMENT/COMMUNITY HEALTH
(33) YOLO COUNTY HEALTH DEPARTMENT
137 N COTTONWOOD ST SUITE 2100
WOODLAND,CA95695 		GOVERNMENT 21,760       COMMUNITY DEVELOPMENT/COMMUNITY HEALTH
(34) PACIFIC INSTITUTE
654 13TH STREET
OAKLAND,CA94612 		94-3050434 501(C)(3) 21,844       CLIMATE CHANGE - TECHNICAL ASSISTANCE
(35) DISABILITY AND COMM ACCESS BOARD HAWAII
919 ALA MOANA BLVD SUITE 101
HONOLULU,HI96814 		GOVERNMENT 22,662       TECHNICAL ASSISTANCE/DISABILITY
(36) RESEARCH TRIANGLE INSTITUTE
PO BOX 900002
RALEIGH,NC27675 		56-0686338 501(C)(3) 23,381       CANCER SURVEILLANCE RESEARCH
(37) DISABILITY RIGHTS LEGAL CENTER
800 S FIGUEROA ST SUITE 1120
LOS ANGELES,CA90017 		501(C)(3) 24,225       DISABILITY AND BUSINESS TECHNICAL ASSISTANCE
(38) EL DORADO COUNTY COMMUNITY
4327 GOLDEN CENTER DRIVE
PLACERVILLE,CA95667 		GOVERNMENT 25,000       COMMUNITY DEVELOPMENT/COMMUNITY HEALTH
(39) HEALTH PLAN OF SAN JOAQUIN
7751 SOUTH MANTHEY ROAD
FRENCH CAMP,CA95231 		501(C)(3) 25,000       NUTRITION/DIET-COMMUNITY DEVELOPMENT
(40) LOS ANGELES COUNTY DEPARTMENT
5555 FERGUSON DRIVE RM 100-50
COMMERCE,CA90022 		GOVERNMENT 25,000       COMMUNITY DEVELOPMENT/COMMUNITY HEALTH
(41) OPEN DOOR COMMUNITY HEALTH CENTERS
670 9TH STREET STE 203
ARCATA,CA95521 		95-2671433 501(C)(3) 25,000       COMMUNITY DEVELOPMENT/COMMUNITY HEALTH
(42) SHASTA COUNTY HLTH HMN SERVICES
PO BOX 496005
REDDING,CA96049 		GOVERNMENT 201,078       COMMUNITY DEVELOPMENT/COMMUNITY HEALTH
(43) SONOMA COUNTY DEPT HEALTH SRVC
490 MENDOCINO AVE STE 101
SANTA ROSA,CA95401 		GOVERNMENT 25,000       COMMUNITY DEVELOPMENT/COMMUNITY HEALTH
(44) BERKELEY AIR MONITORING GROUP
2124 KITTREDGE STREET 57
BERKELEY,CA94704 		23-3881064 501(C)(3) 25,799       CANCER SURVEILLANCE RESEARCH
(45) CALIFORNIA SCHOOL-BASED HEALTH ALLIANCE
1203 PRESERVATION PARK WAY302
OAKLAND,CA94612 		94-3201896 501(C)(3) 26,087       COMMUNITY DEVELOPMENT/ASTHMA
(46) CALIFORNIA DEPT OF PUBLIC HLTH
PO BOX 997376 MS1601
SACRAMENTO,CA95899 		GOVERNMENT 26,403       NUTRITION/DIET-COMMUNITY DEVELOPMENT
(47) REGENTS OF UCSF
PO BOX 0815
SAN FRANCISCO,CA94143 		94-6036493 501(C)(3) 27,266       CANCER SURVEILLANCE RESEARCH
(48) UNITED WAY OF SANTA CRUZ COUNTY
4450 CAPITOLA RD SUITE 106
CAPITOLA,CA95010 		94-1422471 GOVERNMENT 29,328       HEALTH CARE REFORM/MANAGED CARE
(49) CALIFORNIA CONFERENCE OF LOCAL HEALTH OFFICERS
2650 BRESLAUER WAY
REDDING,CA96001 		68-0427712 501(C)(3) 29,722       NUTRITION/DIET-COMMUNITY DEVELOPMENT
(50) CHINESE COMMUNITY HEALTH
728 PACIFIC AVE SUITE 115
SAN FRANCISCO,CA94133 		20-4251913 501(C)(3) 30,000       NUTRITION/DIET-COMMUNITY DEVELOPMENT
(51) HMONG WOMEN'S HERITAGE
7275 E SOUTHGATE DR STE 306
SACRAMENTO,CA95823 		68-0350323 501(C)(3) 30,000       NUTRITION/DIET-COMMUNITY DEVELOPMENT
(52) INSTITUTE FOR PEOPLE PLACE AND POSSIBILITY
501 FAY ST 206
COLUMBIA,MO65201 		501(C)(3) 30,000       COMMUNITY DEVELOPMENT/COMMUNITY HEALTH
(53) CALIFORNIA PRIMARY CARE ASSOCIATION
1231 I STREET SUITE 400
SACRAMENTO,CA95814 		94-3215565 501(C)(3) 30,153       NUTRITION/DIET-COMMUNITY DEVELOPMENT
(54) UNITED INDIAN HEALTH SVCS INC
1600 WEOTT WAY
ARCATA,CA95519 		501(C)(3) 31,500       NUTRITION/DIET-COMMUNITY DEVELOPMENT
(55) CAUSA JUSTA JUST CAUSE
3268 SAN PABLO AVENUE
OAKLAND,CA94608 		55-0883038 501(C)(3) 34,000       TECHNICAL ASSISTANCE/COMMUNITY HEALTH
(56) SACRAMENTO NATIVE AMERICAN HEALTH CENTER
2020 J STREET
SACRAMENTO,CA95811 		20-4287737 501(C)(3) 38,000       NUTRITION/DIET-COMMUNITY DEVELOPMENT
(57) COMMUNITY ALLIANCE WITH FAMILY
PO BOX 363
DAVIS,CA95617 		94-2914745 501(C)(3) 39,938       NUTRITION/DIET-COMMUNITY DEVELOPMENT
(58) SAMUELS AND ASSOCIATES INC
1222 PRESERVATION PARK WAY
OAKLAND,CA94612 		94-3300311 OTHER 40,679       NUTRITION/DIET-COMMUNITY DEVELOPMENT
(59) FUTURES WITHOUT VIOLENCE
100 MONTGOMERY STTHE PRESIDIO
SAN FRANCISCO,CA94129 		94-3110973 501(C)(3) 42,523       VIOLENCE PREVENTION/EDUCATION
(60) INFOUSE
PO BOX 544
LARKSPUR,CA94977 		68-0053526 501(C)(3) 45,000       APPLIED RESEARCH/POPULATION RESEARCH
(61) CHILDRENS HOSPITAL LOS ANGELES
4650 SUNSET BLVD MAILSTOP 97
LOS ANGELES,CA90027 		95-1690977 501(C)(3) 48,070       APPLIED RESEARCH/COMMUNITY HEALTH
(62) UNIVERSITY OF PITTSBURGH
PO BOX 371220
PITTSBURGH,PA15251 		25-0965591 501(C)(3) 48,695       ADOLESCENT HEALTH RESEARCH
(63) TEXAS TECH UNIV HLTH SCIENCES
3601 4TH STREET
LUBBOCK,TX79430 		75-2668014 501(C)(3) 48,770       ALCOHOL ABUSE & ALCOHOLISM
(64) DEL NORTE LOCAL TRANSPORTATION
1301 B NORTHCREST DRIVEPMB 16
CRESCENT CITY,CA95531 		94-2254126 OTHER 50,000       NUTRITION/DIET-COMMUNITY DEVELOPMENT
(65) REGENTS OF UNIV CALIFORNIA SAN DIEGO
9500 GILMAN DR MC 0009
LA JOLLA,CA92093 		501(C)(3) 50,027       CANCER SURVEILLANCE RESEARCH
(66) PROVIDENCE BAPTIST CHURCH
314 SOUTH 12TH STREET
RICHMOND,CA94804 		68-0066348 501(C)(3) 50,801       NUTRITION/DIET-COMMUNITY DEVELOPMENT
(67) FAME ASSISTANCE CORPORATION
1968 W ADAMS BLVD
LOS ANGELES,CA90018 		95-4282097 501(C)(3) 51,406       NUTRITION/DIET-COMMUNITY DEVELOPMENT
(68) OCCIDENTAL COLLEGE
1600 CAMPUS ROAD M-1
LOS ANGELES,CA90041 		95-1667177 501(C)(3) 53,191       NUTRITION/DIET-COMMUNITY DEVELOPMENT
(69) UNIVERSITY OF SOUTHERN CALIFORNIA
UNIVERSITY PARK CAMPUS
LOS ANGELES,CA90074 		95-1642394 501(C)(3) 55,114       COMMUNITY DEVELOPMENT/REPRODUCTIVE HEALTH
(70) LOMA LINDA UNIVERSITY
24877 TAYLOR STREET SUITE 202
LOMA LINDA,CA92354 		95-1816009 501(C)(3) 59,296       SURVEILLANCE/CANCER
(71) SAN FRANCISCO GENERAL HOSPITAL
PO BOX 410836
SAN FRANCISCO,CA94141 		94-3189424 501(C)(3) 60,000       NUTRITION/DIET-COMMUNITY DEVELOPMENT
(72) KID WORKS
1902 W CHESTNUT AVENUE
SANTA ANA,CA92703 		74-3081569 501(C)(3) 65,000       NUTRITION/DIET-COMMUNITY DEVELOPMENT
(73) CONTRA COSTA CHILDCARE COUNCIL
1035 DETROIT AVE SUITE 200
CONCORD,CA94518 		94-2383037 501(C)(3) 65,810       TECHNICAL ASSISTANCE
(74) ALAMEDA CTY PUBLIC HEALTH DEPT
1000 BROADWAY SUITE 310
OAKLAND,CA94607 		94-6000501 GOVERNMENT 66,000       CLIMATE CHANGE - TECHNICAL ASSISTANCE
(75) BLUEPATH HEALTH INC
929 SIR FRANCES DRAKE BLVD SUITE
101 C
KENTFIELD,CA94904 		501(C)(3) 70,000       HEALTH POLICY RESEARCH
(76) SOUTH SACRAMENTO CHRISTIAN CENTER
7710 STOCKTON BLVD
SACRAMENTO,CA95823 		68-0186235 501(C)(3) 71,349       NUTRITION/DIET-COMMUNITY DEVELOPMENT
(77) REGENTS OF UC-UCLA
405 HILGARD AVENUE
LOS ANGELES,CA90095 		95-6006143 501(C)(3) 72,355       ALCOHOL ABUSE & ALCOHOLISM
(78) CALIFORNIA CENTER FOR PUBLIC HEALTH
2201 BROADWAY SUITE 502
OAKLAND,CA94612 		95-4723901 501(C)(3) 73,200       COMMUNITY DEVELOPMENT/COMMUNITY HEALTH
(79) MILLIMAN INC
650 CALIFORNIA ST 17TH FLOOR
SAN FRANCISCO,CA94108 		91-0675641 OTHER 74,720       POLICY DEVELOPMENT/TECHNOLOGY
(80) SILENT SPRING INSTITUTE
29 CRAFTS STREET
NEWTON,MA02458 		04-3237106 501(C)(3) 75,461       CANCER SURVEILLANCE RESEARCH
(81) UNIVERSITY OF TEXAS AT AUSTIN
PO BOX 7159
AUSTIN,TX78713 		74-6000203 OTHER 81,177       ALCOHOL ABUSE & ALCOHOLISM
(82) MENDOCINO COUNTY PUBLIC HEALTH
1120 SOUTH DORA STREET
UKIAH,CA95482 		94-6000520 GOVERNMENT 82,454       NUTRITION/DIET-COMMUNITY DEVELOPMENT
(83) CHILDREN'S HOSPITAL & RESRC CENTER
5700 MARTIN LUTHER KIND JR WAY
OAKLAND,CA94609 		94-0382330 501(C)(3) 84,122       RESEARCH/COMMUNITY HEALTH
(84) ORANGE CO HEALTH CARE AGENCY
405 W FIFTH STREET
SANTA ANA,CA92701 		GOVERNMENT 89,522       COMMUNITY DEVELOPMENT
(85) HEALTHRIGHT 360
1735 MISSION ST STE 2001
SAN FRANCISCO,CA94103 		501(C)(3) 93,909       AIDS - TECHNICAL ASSISTANCE
(86) PREVENTION INSTITUTE INC
221 OAK STREET
OAKLAND,CA94607 		94-3282858 501(C)(3) 99,904       VIOLENCE PREVENTION/EDUCATION
(87) INSTITUTE FOR SUSTAINABLE ECONOMIC DEVELOPMENT
1625 CLAY STREET 600
OAKLAND,CA94612 		90-0777307 501(C)(3) 99,997       NUTRITION/DIET-COMMUNITY DEVELOPMENT
(88) ALAMEDA COUNTY OFFICES OF EDUCATION
313 WEST WINTON AVE
HAYWARD,CA94544 		GOVERNMENT 100,000       NUTRITION/DIET-COMMUNITY DEVELOPMENT
(89) UNIVERSITY OF WASHINGTON
12455 COLLECTIONS DRIVE
CHICAGO,IL60693 		91-6001537 501(C)(3) 108,902       CLIMATE CHANGE - TECHNICAL ASSISTANCE
(90) REGENTS OF UC BERKELEY
2195 HEARST AVE RM 130 MC 1103
BERKELEY,CA94720 		501(C)(3) 110,587       NUTRITION/DIET-COMMUNITY DEVELOPMENT
(91) REGENTS OF UC DAVIS
PO BOX 989062
WEST SACRAMENTO,CA95798 		94-6036494 501(C)(3) 114,978       NUTRITION/DIET-COMMUNITY DEVELOPMENT
(92) ALTAMED HEALTH SERVICES
2040 CAMFIELD AVE
LOS ANGELES,CA90040 		95-2810095 501(C)(3) 119,624       NUTRITION/DIET-COMMUNITY DEVELOPMENT
(93) AMERICAN LUNG ASSOCIATION
424 PENDLETON WAY
OAKLAND,CA94621 		94-0362650 501(C)(3) 126,935       NUTRITION/DIET-COMMUNITY DEVELOPMENT
(94) LOMA LINDA UNIVERSITY MEDICAL
11234 ANDERSON ST
LOMA LINDA,CA92354 		501(C)(3) 133,402       SURVEILLANCE/CANCER
(95) SANTA CLARA VALLEY HEALTH AND
PO BOX 740418
LOS ANGELES,CA90074 		GOVERNMENT 145,244       TRAINING/NUTRITION/DIET
(96) ALAMEDA COUNTY PUBLIC HEALTH
3600 TELEGRAPH AVE STE B
OAKLAND,CA94609 		94-6000501 501(C)(3) 155,000       COMMUNITY DEVELOPMENT/NUTRITION/DIET
(97) CONTRA COSTA HEALTH SERVICES
597 CENTER AVE SUITE 125
MARTINEZ,CA94553 		GOVERNMENT 155,000       NUTRITION/DIET-COMMUNITY DEVELOPMENT
(98) RIVERSIDE CO DEPT OF PUB HLTH
4065 COUNTY CIRCLE DRIVE
RIVERSIDE,CA92503 		GOVERNMENT 155,000       COMMUNITY DEVELOPMENT
(99) COMITE CIVICO DE VALLE INC
699 E STREET
BRAWLEY,CA92227 		33-0411322 501(C)(3) 156,729       CLIMATE CHANGE - TECHNICAL ASSISTANCE
(100) SISKIYOU COUNTY PUBLIC HEALTH
806 SOUTH MAIN STREET
YREKA,CA96097 		94-6000537 GOVERNMENT 157,720       NUTRITION/DIET-COMMUNITY DEVELOPMENT
(101) GROUP HEALTH RESEARCH
PO BOX 34587
SEATTLE,WA98124 		91-0511770 501(C)(3) 163,328       EVALUATION
(102) IMPERIAL CO PUBLIC HEALTH DEPT
935 BROADWAY STREET
EL CENTRO,CA92243 		95-6000924 GOVERNMENT 192,354       NUTRITION/DIET-COMMUNITY DEVELOPMENT
(103) REGENTS OF UCSF
PO BOX 0815
SAN FRANCISCO,CA94143 		94-6036493 501(C)(3) 779,096       NUTRITION/DIET-COMMUNITY DEVELOPMENT
(104) MADERA COUNTY PUBLIC HEALTH
14215 ROAD 28
MADERA,CA93638 		94-6000518 GOVERNMENT 197,974       NUTRITION/DIET-COMMUNITY DEVELOPMENT
(105) CENTER FOR COLLABORATIVE
1337 HOWE AVENUE 210
SACRAMENTO,CA95825 		68-0245255 501(C)(3) 199,000       NUTRITION/DIET-COMMUNITY DEVELOPMENT
(106) NATIONAL OPINION RESEARCH CENTER
55 EAST MONROE ST 20TH FLR
CHICAGO,IL60603 		36-2167808 501(C)(3) 203,709       NUTRITION/DIET-COMMUNITY DEVELOPMENT
(107) COUNTY OF TULARE
5957 S MOONEY BLVD
VISALIA,CA93277 		94-6000545 GOVERNMENT 209,369       NUTRITION/DIET-COMMUNITY DEVELOPMENT
(108) CALAVERAS COUNTY PUBLIC HEALTH
509 EAST ST CHARLES STREET
SAN ANDREAS,CA95249 		94-6000507 GOVERNMENT 227,275       NUTRITION/DIET-COMMUNITY DEVELOPMENT
(109) CHANGELAB SOLUTIONS
2201 BROADWAY AVENUESTE 502
OAKLAND,CA94612 		26-3710746 501(C)(3) 228,928       NUTRITION/DIET-COMMUNITY DEVELOPMENT
(110) COLUMBIA UNIVERSITY
PO BOX 29789
NEW YORK,NY10087 		501(C)(3) 229,995       CANCER SURVEILLANCE RESEARCH
(111) MONTEREY COUNTY HEALTH DEPT
1270 NATIVIDAD ROAD
SALINAS,CA93906 		94-6000524 GOVERNMENT 231,066       NUTRITION/DIET-COMMUNITY DEVELOPMENT
(112) TUOLUMNE COUNTY PUBLIC HEALTH
20111 CEDAR ROAD NORTH
SONORA,CA95370 		94-6000547 GOVERNMENT 233,598       COMMUNITY DEVELOPMENT/COMMUNITY HEALTH
(113) HUMBOLDT COUNTY DEPT OF HEALTH
529 I STREET
EUREKA,CA95501 		GOVERNMENT 237,053       NUTRITION/DIET-COMMUNITY DEVELOPMENT
(114) CENTER FOR SCIENCE IN THE PUBLIC INTEREST
1220 L STREET SUITE 300
WASHINGTON,DC20005 		23-7122879 501(C)(3) 282,755       NUTRITION/DIET-COMMUNITY DEVELOPMENT
(115) SOLANO CO PUBLIC HEALTH DEPT
275 BECK AVE
FAIRFIELD,CA94533 		GOVERNMENT 285,736       NUTRITION/DIET-COMMUNITY DEVELOPMENT
(116) MERCED CO DEPT PUBLIC HEALTH
260 EAST 15TH STREET
MERCED,CA95341 		94-6000521 GOVERNMENT 289,544       NUTRITION/DIET-COMMUNITY DEVELOPMENT
(117) ICF MACRO INC
740 S MILDRED ST
PHILADELPHIA,PA15253 		501(C)(3) 348,323       ALCOHOL ABUSE & ALCOHOLISM
(118) LOMA LINDA UNIV MEDICAL CENTER
PO BOX 926
LOMA LINDA,CA92354 		95-3522679 501(C)(3) 381,178       CANCER SURVEILLANCE RESEARCH
(119) PYXERA GLOBAL
1030 15TH ST NW STE 730 EAST
WASHINGTON,DC20005 		52-1706852 501(C)(3) 415,892       TECHNICAL ASSISTANCE/LEADERSHIP
(120) CALIFORNIA HLTH COLLABORATIVE
1680 W SHAW AVE
FRESNO,CA93711 		94-2862660 501(C)(3) 419,170       CANCER SURVEILLANCE RESEARCH
(121) GLOBEMED
601 UNIVERSITY PL
EVANSTON,IL60208 		76-0708721 501(C)(3) 443,127       TECHNICAL ASSISTANCE/LEADERSHIP
(122) GLOBAL HEALTH CORPS
236 WEST 30TH STREET 5TH FLOOR
NEW YORK,NY10001 		80-0512336 501(C)(3) 459,714       TECHNICAL ASSISTANCE/LEADERSHIP
(123) WESTATINC
PO BOX 1004
ROCKVILLE,MD20850 		501(C)(3) 1,353,905       NUTRITION/DIET-COMMUNITY DEVELOPMENT
2
Enter total number of section 501(c)(3) and government organizations listed in the line 1 table ................ Bullet Image
87
3
Enter total number of other organizations listed in the line 1 table ........................ . Bullet Image
36
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50055P
Schedule I (Form 990) 2014

Schedule I (Form 990) 2014
Page 2
Part III
Grants and Other Assistance to Domestic Individuals. Complete if the organization answered "Yes" to Form 990, Part IV, line 22.
Part III can be duplicated 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
(1) COMMUNITY DEVELOPMENT/HEALTH POLICY RESEARCH 1 9,999      
(2) EVALUATION/REPRODUCTIVE HEALTH 1 12,121      
(3) COMMUNITY DEVELOPMENT/ASTHMA 1 12,600      
(4) COMMUNITY DEVELOPMENT/COMMUNITY HEALTH 1 14,657      






Part IV
Supplemental Information. Provide the information required in Part I, line 2, Part III, column (b), and any other additional information.
Return Reference Explanation
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.
Schedule I (Form 990) 2014


Additional Data


Software ID:  
Software Version:  


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, line 23.
SchJMediumBullet Attach to Form 990.
SchJMediumBullet Information about Schedule J (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2014
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 or provision of all of 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
directors, trustees, officers, including the CEO/Executive Director, regarding the items checked in line 1a? ..
2
 
 
3
Indicate which, if any, of the following the filing organization used to establish the compensation of the
organization's CEO/Executive Director. Check all that apply. Do not check any boxes for methods
used by a related organization to establish compensation of the CEO/Executive Director, but explain in Part III.
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
 
No
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), 501(c)(4), and 501(c)(29) organizations 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 Regulations 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 Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50053T
Schedule J (Form 990) 2014

Schedule J (Form 990) 2014
Page 2
Part II
Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees. Use duplicate copies if additional space is 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) for each listed individual must equal the total amount of Form 990, Part VII, Section A, line 1a, applicable column (D) and (E) amounts for that individual.
(A) Name and Title (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 in column(B) reported as deferred in prior Form 990
(i) Base compensation (ii) Bonus & incentive compensation (iii) Other reportable compensation
1MARY A PITTMANPRESIDENT & CEO (i)
(ii)		 384,612
...............................
0 		51,760
...............................
0 		41,234
...............................
0 		26,000
...............................
0 		30,853
...............................
0 		534,459
...............................
0 		0
...............................
0
2MARTA INDUNI SEE SCHEDULE OBOARD MEMBER, PI RESEARCH PROG. (i)
(ii)		 128,283
...............................
0 		0
...............................
0 		354
...............................
0 		13,265
...............................
0 		11,574
...............................
0 		153,476
...............................
0 		0
...............................
0
3TAMAR DORFMANCHIEF FINANCIAL OFFICER (i)
(ii)		 192,171
...............................
0 		2,525
...............................
0 		18,148
...............................
0 		22,085
...............................
0 		24,288
...............................
0 		259,217
...............................
0 		0
...............................
0
4B MELANGE MATTHEWSCHIEF OF STAFF / COO (i)
(ii)		 267,523
...............................
0 		30,025
...............................
0 		11,711
...............................
0 		26,000
...............................
0 		24,461
...............................
0 		359,720
...............................
0 		0
...............................
0
5SHARON RUDYPI PROGRAM DIRECTOR IV (i)
(ii)		 212,364
...............................
0 		6,511
...............................
0 		2,771
...............................
0 		21,531
...............................
0 		15,369
...............................
0 		258,546
...............................
0 		0
...............................
0
6ELIZABETH O'CONNERPI PROGRAM DIRECTOR IV (i)
(ii)		 157,187
...............................
0 		0
...............................
0 		17,830
...............................
0 		17,513
...............................
0 		15,369
...............................
0 		207,899
...............................
0 		0
...............................
0
7JAMES SIMPSONGENERAL COUNSEL (i)
(ii)		 243,584
...............................
0 		20,324
...............................
0 		3,290
...............................
0 		25,096
...............................
0 		21,050
...............................
0 		313,344
...............................
0 		0
...............................
0
8NORMAN CONSTANTINEPI RESEARCH PROGRAM DIRECT (i)
(ii)		 196,603
...............................
0 		4,077
...............................
0 		2,715
...............................
0 		20,462
...............................
0 		22,760
...............................
0 		246,617
...............................
0 		0
...............................
0
9BARBARA COHNPI RESEARCH PROGRAM DIRECT (i)
(ii)		 187,768
...............................
0 		1,000
...............................
0 		2,708
...............................
0 		18,777
...............................
0 		4,968
...............................
0 		215,221
...............................
0 		0
...............................
0
10YA DIUL MUKADITECHNICAL ADVISOR IV (i)
(ii)		 184,714
...............................
0 		0
...............................
0 		818
...............................
0 		18,621
...............................
0 		2,295
...............................
0 		206,448
...............................
0 		0
...............................
0
11ERICA JONESPI RESEARCH PROG DIRECTOR III (i)
(ii)		 174,737
...............................
0 		5,200
...............................
0 		9,736
...............................
0 		17,517
...............................
0 		13,901
...............................
0 		221,091
...............................
0 		0
...............................
0
Schedule J (Form 990) 2014

Schedule J (Form 990) 2014
Page 3
Part III
Supplemental Information
Provide the information, explanation, or descriptions required for Part I, lines 1a, 1b, 3, 4a, 4b, 4c, 5a, 5b, 6a, 6b, 7, and 8, and for Part II.
Also complete this part for any additional information.
Return Reference Explanation
PART I, LINE 7 THE ORGANIZATION MADE NON-FIXED PAYMENTS TO THE FOLLOWING PEOPLE DURING 2014: MARY A. PITTMAN TAMAR DORFMAN B. MELANGE MATTHEWS SHARON RUDY JAMES SIMPSON NORMAN CONSTANTINE BARBARA COHN ERIC JONES
Schedule J (Form 990) 2014

Additional Data


Software ID:  
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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, line 38a or 40b.
MediumBullet Attach to Form 990 or Form 990-EZ.
MediumBulletInformation about Schedule L (Form 990 or 990-EZ) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2014
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), section 501(c)(4), and 501(c)(29) 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) Relationship between disqualified person and organization (c) Description of transaction (d) Corrected?
Yes No





2
Enter the amount of tax incurred by 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-EZ, Part V, line 38a, or Form 990, Part IV, line 26; or if the organization reported an amount on Form 990, Part X, line 5, 6, or 22
(a) Name of interested person (b) Relationship with organization (c) Purpose of loan (d) Loan to or from the organization? (e)Original principal amount (f)Balance due (g) In default? (h) Approved by board or committee? (i)Written agreement?
To From Yes No Yes No Yes No
Total ......Small Bullet $  
Part III
Grants or Assistance Benefiting 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 assistance (d) Type of assistance (e) Purpose of assistance
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 50056A
Schedule L (Form 990 or 990-EZ) 2014
Schedule L (Form 990 or 990-EZ) 2014
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 OF CEO & PRINCIPAL INVESTIGATOR 63,727 EMPLOYEE COMPENSATION   No
Part V
Supplemental Information
Provide additional information for responses to questions on Schedule L (see instructions).
Return Reference Explanation
Schedule L (Form 990 or 990-EZ) 2014

Additional Data


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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 990-EZ or to provide any additional information.
MediumBullet Attach to Form 990 or 990-EZ.
MediumBullet Information about Schedule O (Form 990 or 990-EZ) and its instructions is at
www.irs.gov/form990.
OMB No. 1545-0047
2014
Open to Public
Inspection
Name of the organization
PUBLIC HEALTH INSTITUTE
 
Employer identification number

94-1646278
Return Reference Explanation
FORM 990, PART VI, SECTION A, LINE 4 PHI RESTATED ITS ARTICLES OF INCORPORATION. THE CHANGES BRING THE STATEMENT OF CORPORATE PURPOSES UP TO DATE.
FORM 990, PART VI, SECTION B, LINE 11 THE FORM 990 WAS PREPARED BY THE OUTSIDE ACCOUNTANTS AND REVIEWED BY MANAGEMENT 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 CHIEF EXECUTIVE OFFICER AND KEY EMPLOYEES ARE COMPENSATED IN ACCORDANCE WITH A TITLE AND PAY PLAN BASED ON COMPARABILITY DATA REPORTED IN SEVERAL INDEPENDENT SALARY SURVEYS AND ADMINISTERED BY PHI'S HUMAN RESOURCES DEPARTMENT. DECISIONS ABOUT COMPENSATING THE CHIEF EXECUTIVE OFFICER, 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. PHI PURCHASES SEVERAL PUBLISHED SALARY SURVEYS OF COMPARABLE AND PEER ORGANIZATIONS. THERE IS A PROCESS OF DOCUMENTING AND SUBSTANTIATING SALARY DECISIONS MADE FOR KEY EMPLOYEES, BASED UPON GUIDELINES ESTABLISHED UNDER PHI'S TITLE & PAY PLAN. THE LAST CHIEF EXECUTIVE OFFICER COMPENSATION REVIEW TOOK PLACE IN MARCH 2015 AND THE LAST CHIEF FINANCIAL OFFICER COMPENSATION REVIEW TOOK PLACE IN APRIL 2015.
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: MARTA INDUNI IS BOTH AN EMPLOYEE OF PHI AND A VOTING MEMBER ON THE BOARD. SHE RECEIVES COMPENSATION FOR HER CAPACITY AS A RESEARCH PROGRAM DIRECTOR FOR PHI AND IS NOT BEING COMPENSATED FOR HER 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) 2014

Additional Data


Software ID:  
Software Version: