Attach to Form 990 or Form 990-EZ.
Information about Schedule A (Form 990 or 990-EZ) and its instructions is at www.irs.gov/form990.
| (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 | ||||||
Calendar year (or fiscal year beginning in) ![]() |
(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.") .... | 488,863 | 3,154,972 | 1,982,463 | 7,894,094 | 7,823,783 | 21,344,175 |
| 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.. | ||||||
| 4 | Total. Add lines 1 through 3 | 488,863 | 3,154,972 | 1,982,463 | 7,894,094 | 7,823,783 | 21,344,175 |
| 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).. | 12,228,966 | |||||
| 6 | Public support. Subtract line 5 from line 4. | 9,115,209 | |||||
Calendar year
(or fiscal year beginning in) ![]() |
(a) 2010 | (b) 2011 | (c) 2012 | (d) 2013 | (e) 2014 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 7 | Amounts from line 4.. | 488,863 | 3,154,972 | 1,982,463 | 7,894,094 | 7,823,783 | 21,344,175 |
| 8 | Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources... | 8,798 | 3,495 | 521 | 4,754 | 7,336 | 24,904 |
| 9 | Net income from unrelated business activities, whether or not the business is regularly carried on.. | ||||||
| 10 | Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.).. | 33,279 | 343 | 33,622 | |||
| 11 | Total support Add lines 7 through 10. | 21,402,701 | |||||
Calendar year (or fiscal year beginning in) ![]() |
(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.) | ||||||
Calendar year (or fiscal year beginning in) ![]() |
(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.).. | ||||||
| Section A - Adjusted Net Income | (A) Prior Year |
(B) Current Year (optional) |
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| 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) | |||||
| 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 |
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|
2
Underdistributions, if any, for years prior to 2014 (reasonable cause required--see instructions) |
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| 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) |
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| 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) |
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|
6
Remaining underdistributions for 2014. Subtract lines 3h and 4b from line 1 (if amount greater than zero, see instructions) |
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|
7 Excess distributions carryover to 2015. Add lines 3j and 4c. |
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| 8 Breakdown of line 7: | ||||
| a From 2010.......X | ||||
| b From 2011.......X | ||||
| c From 2012.......X | ||||
| d From 2013....... | ||||
| e From 2014....... | ||||
| Facts And Circumstances Test |
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| Return Reference | Explanation |
|---|---|
| SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: | INCOME FROM ACTIVITIES NOT NORMALLY RECURRING |
| SHORT YEAR | THE AMOUNTS IN THE 2012 COLUMN COVER THE SHORT-PERIOD RETURN FOR JANUARY 1, 2013 TO JUNE 30, 2013. THE SHORT-PERIOD IS DUE TO A CHANGE IN YEAR-END FROM DECEMBER TO JUNE. |
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Attach to Form 990 or 990-EZ.
Information about Schedule O (Form 990 or 990-EZ) and its instructions is at| Return Reference | Explanation |
|---|---|
| FORM 990, PART I, LINE 19 | THE FORM 990 DOES NOT DISTINGUISH BETWEEN UNRESTRICTED AND TEMPORARILY RESTRICTED REVENUE. ACCORDINGLY, DUE TO MULTI-YEAR GRANTS AND OTHER SUPPORT LINE 19, "REVENUE LESS EXPENSES" REFLECTS FUNDING RECEIVED FOR FUTURE YEARS |
| PART III, LINE 1, DESCRIPTION OF ORGANIZATION MISSION | MOST IMPORTANTLY, PHA ENSURES THAT COMMITMENTS MADE ARE COMMITMENTS KEPT BY MONITORING AND PUBLICLY REPORTING ON THE PROGRESS OUR PARTNERS ARE MAKING. PHA IS A NONPARTISAN, NONPROFIT THAT IS LED BY SOME OF THE NATION'S MOST RESPECTED HEALTH AND CHILDHOOD OBESITY ADVOCATES. SUPPORTING OUR EFFORT IS OUR HONORARY CHAIR, FIRST LADY MICHELLE OBAMA, AND OUR HONORARY VICE CHAIRS, FORMER SENATE MAJORITY LEADER BILL FRIST AND U.S. SENATOR CORY BOOKER. OUR BOARD OF DIRECTORS ALSO INCLUDES NATIONALLY RECOGNIZED BUSINESS LEADERS, HEALTH PROFESSIONALS AND THOUGHT LEADERS FROM A VARIETY OF BACKGROUNDS. PHA IS DEVOTED TO WORKING WITH THE PRIVATE SECTOR TO ENSURE THE HEALTH OF OUR NATION'S YOUTH BY ENDING THE CHILDHOOD OBESITY CRISIS. PHA BRINGS TOGETHER PUBLIC, PRIVATE AND NONPROFIT LEADERS TO DEVELOP PARTNERSHIPS TO MAKE THE HEALTHY CHOICE THE EASY CHOICE FOR BUSY PARENTS AND FAMILIES AND WORK TO INCREASE DEMAND FOR THOSE OPTIONS. PHA'S PROGRAMS MAKE HEALTHIER CHOICES EASIER FOR BUSY PARENTS AND FAMILIES BY HELPING BUILD DEMAND FOR HEALTHIER CHOICES. THEY INCLUDE DRINK UP, FNV, AND LET'S MOVE! ACTIVE SCHOOLS. FOR MORE DETAILS ON FNV AND LMAS, PLEASE SEE PART III, LINE 2. |
| FORM 990, PART III, LINE 2 | FNV - FNV IS FOCUSED ON INCREASING CONSUMPTION OF FRUITS AND VEGETABLES. IT IS A DISRUPTIVE, COMPELLING MARKETING AND ADVERTISING CAMPAIGN ACTIVE NATIONALLY, WHICH USES CELEBRITIES, EVENTS AND OTHER ACTIVATIONS TO INCREASE CONSUMPTIONS OF FRUITS AND VEGETABLES. FOR MORE INFORMATION, VISIT WWW.FNV.COM LMAS - LET'S MOVE! ACTIVE SCHOOLS (LMAS) EQUIPS SCHOOLS WITH THE RESOURCES AND TOOLS TO INCREASE PHYSICAL ACTIVITY AND PHYSICAL EDUCATION OPPORTUNITIES FOR STUDENTS, AND TO CULTIVATE AN ACTIVE SCHOOL ENVIRONMENT. LMAS IS POWERED BY A NATIONAL COLLABORATIVE OF HEALTH, EDUCATION AND PRIVATE SECTOR ORGANIZATIONS THAT STRIVE TO BRING THESE BENEFITS TO EVERY CHILD ACROSS THE COUNTRY. |
| FORM 990, PART VI, SECTION B, LINE 11 | AFTER THE AUDITED FINANCIAL STATEMENTS ARE APPROVED BY THE FINANCE AND AUDIT COMMITTEE OF THE PHA BOARD OF DIRECTORS, THE FORM 990 IS FIRST PREPARED AND REVIEWED BY EXTERNAL ACCOUNTANTS, THEN REVIEWED INTERNALLY BY PHA STAFF, THEN BY THE FINANCE AND AUDIT COMMITTEE OF THE BOARD AND FINALLY IS SHARED WITH THE FULL BOARD OF DIRECTORS. |
| FORM 990, PART VI, SECTION B, LINE 12C | PHA REQUIRES ALL DIRECTORS, OFFICERS, MEMBERS OF THE BOARD OF DIRECTORS AND KEY EMPLOYEES TO SIGN A STATEMENT ANNUALLY, WHICH INDICATES THEIR UNDERSTANDING AND ACCEPTANCE OF THE CONFLICT OF INTEREST POLICY. PHA ENFORCES COMPLIANCE ON A SITUATIONAL BASIS. IT DOES NOT INCLUDE INDIVIDUALS WITH POTENTIAL CONFLICTS IN CERTAIN CONVERSATIONS OR MEETINGS WHERE A CONFLICT MAY EXIST. PERIODIC REVIEWS ARE CONDUCTED TO ENSURE PHA DOES NOT ENGAGE IN ACTIVITIES THAT MAY JEOPARDIZE ITS TAX-EXEMPT STATUS. IF THERE IS CAUSE TO BELIEVE THAT AN INDIVIDUAL HAS ACTED IN VIOLATION OF THE CONFLICT OF INTEREST POLICY, THE BOARD OR COMMITTEE SHALL INFORM THE INDIVIDUAL AND OFFER THE OPPORTUNITY TO EXPLAIN THE VIOLATION. IF THE INDIVIDUAL FAILS TO EXPLAIN THE CONFLICT OF INTEREST VIOLATION ADEQUATELY, PROPER DISCIPLINARY ACTION IS TAKEN. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE BOARD OF DIRECTORS HIRED AN EXECUTIVE COMPENSATION CONSULTANT TO ASSESS COMPETITIVE MARKET PAY LEVELS FOR THE CEO AND SENIOR STAFF OF SIMILARLY SITUATED ORGANIZATIONS AND RECOMMENDED A SALARY RANGE. THE COMPENSATION COMMITTEE UTILIZED THIS DATA TO DETERMINE APPROPRIATE COMPENSATION. THE BOARD OF DIRECTORS APPROVES THE COMPENSATION OF THE CEO. |
| FORM 990, PART VI, SECTION C, LINE 18 | THE FORM 990 IS AVAILABLE ON THE PHA WEBSITE, BUT THE FORM 1023, IS ONLY AVAILABLE UPON REQUEST. |
| FORM 990, PART VI, SECTION C, LINE 19 | PHA MAKES OUR FORM 990 AND AUDITED FINANCIAL STATEMENTS AVAILABLE ON THE PHA WEBSITE. THE CONFLICT OF INTEREST POLICY IS AVAILABLE UPON REQUEST. |
| FORM 990, PART XII, LINE 2C | THE AUDIT OVERSIGHT PROCESS REMAINS UNCHANGED FROM THE PRIOR YEAR. |
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