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 (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) 2011 | (b) 2012 | (c) 2013 | (d) 2014 | (e) 2015 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 1 | Gifts, grants, contributions, and membership fees received. (Do not include any unusual grants.) .... | 2,068,319 | 4,362,889 | 867,179 | 6,043,819 | 904,747 | 14,246,953 |
| 2 | Tax revenues levied for the organization's benefit and either paid to or expended on its behalf....... | 0 | |||||
| 3 | The value of services or facilities furnished by a governmental unit to the organization without charge.. | 0 | |||||
| 4 | Total. Add lines 1 through 3 | 2,068,319 | 4,362,889 | 867,179 | 6,043,819 | 904,747 | 14,246,953 |
| 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).. | 12,183,369 | |||||
| 6 | Public support. Subtract line 5 from line 4. | 2,063,584 | |||||
Calendar year
(or fiscal year beginning in) ![]() |
(a) 2011 | (b) 2012 | (c) 2013 | (d) 2014 | (e) 2015 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 7 | Amounts from line 4.. | 2,068,319 | 4,362,889 | 867,179 | 6,043,819 | 904,747 | 14,246,953 |
| 8 | Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources... | 18,749 | 6,503 | 39,359 | 64,212 | 53,680 | 182,503 |
| 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.).. | 0 | |||||
| 11 | Total support. Add lines 7 through 10. | 14,429,456 | |||||
Calendar year (or fiscal year beginning in) ![]() |
(a) 2011 | (b) 2012 | (c) 2013 | (d) 2014 | (e) 2015 | (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) 2011 | (b) 2012 | (c) 2013 | (d) 2014 | (e) 2015 | (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) |
||||
| 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 | ||||
| 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 2015 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-2015 |
(iii) Distributable Amount for 2015 |
|
|---|---|---|---|---|
|
1
Distributable amount for 2015 from Section C, line 6 |
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|
2
Underdistributions, if any, for years prior to 2015 (reasonable cause required--see instructions) |
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| 3 Excess distributions carryover, if any, to 2015: | ||||
| a | ||||
| b | ||||
| c | ||||
| d From 2013....... | ||||
| e From 2014....... | ||||
| fTotal of lines 3a through e | ||||
| g Applied to underdistributions of prior years | ||||
| h Applied to 2015 distributable amount | ||||
|
i
Carryover from 2010 not applied (see instructions) |
||||
| j Remainder. Subtract lines 3g, 3h, and 3i from 3f. | ||||
| 4Distributions for 2015 from Section D, line 7: | ||||
| $ | ||||
| a Applied to underdistributions of prior years | ||||
| b Applied to 2015 distributable amount | ||||
| c Remainder. Subtract lines 4a and 4b from 4. | ||||
|
5
Remaining underdistributions for years prior to 2015, if any. Subtract lines 3g and 4a from line 2 (if amount greater than zero, see instructions) |
||||
|
6
Remaining underdistributions for 2015. Subtract lines 3h and 4b from line 1 (if amount greater than zero, see instructions) |
||||
|
7 Excess distributions carryover to 2016. Add lines 3j and 4c. |
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| 8 Breakdown of line 7: | ||||
| a | ||||
| b | ||||
| c Excess from 2013....... | ||||
| d From 2014....... | ||||
| e From 2015....... | ||||
| Facts And Circumstances Test |
|---|
| Current Year Facts and Circumstances: The Trust for Americas Health (TFAH) qualifies as publicly supported because it meets the 10% plus facts and circumstances test under Treas. Reg. 1.170A-9(e)(3) in the following respects: 10% of Support Limitation. TFAHs public support fraction of 14.30% exceeds the 10% threshold. Attraction of Public Support. TFAH is organized and operated to attract new and additional public support on a continuous basis. During its most recent fiscal year, TFAH received funding from new sources, including the Natural Resources Defense Council,, plus ongoing resources from The California Endowment, WK Kellogg Foundation, Kresge Foundation, M.A.C. AIDS Fund, Robert Wood Johnson Foundation and the Dawn Hill Fund. TFAH continues to solicit grants from new foundations on a regular basis. Sources of Support. TFAHs funding comes from diverse sources of support, including a representative number of private foundations and other organizations and individuals that wish to support its programs. Representative Governing Body. TFAHs activities are governed by a Board of Directors, reflecting a broad range of individuals with special background and expertise in managing and operating a nonprofit educational organization focused on public health issues. TFAHs governing body includes several individuals with significant experience in the areas of government, education and public health, including the: director and professor, Institute of Public Health, Florida A&M University; chief medical officer for prevention, American Heart Association; executive director, Hogg Foundation for Mental Health; and president and CEO, Southern Education Foundation. Moreover, Board members have served, or currently serve, on the governing bodies of corporations, charitable foundations and other Section 501(c)(3) organizations.Availability of Public Facilities or Services; Public Participation in Programs or Policies. TFAHs work towards improving the nations public health capacity includes non-partisan research and analysis, policy development, publication of numerous science-based reports and outreach and educational activities about the need for a robust, effective public health system that is prepared to respond to a wide range of health threats. TFAHs 2015 reports, which were distributed widely to policy makers, the media and the public, included:1.Outbreaks: Protecting Americans from Infectious Diseases 20152.The State of Obesity: Better Policies for a Healthier America 20153.Investing in Americans Health 2015 A State-by-State Look at Public Health Funding and Key Health Facts4.The Facts Hurt: A State-By-State Injury Prevention Policy Report5.The Clean Water Rule: Clearing up Confusion to Protect Public Health6.Top Actions the United States Should Take to Prepare for MERS-CoV and Other Emerging Infections7.A Healthy Childhood Action Plan: Policies for a Lifetime of Well-Being8.Reducing Teen Substance Misuse: What Really Works Prior Year Facts and Circumstances: The Trust for America's Health (TFAH) qualifies as publicly supported because it meets the 10% plus facts and circumstances test under Treas. Reg. 1.170A-9(e)(3) in the following respects: 10% of Support Limitation. TFAHs public support fraction of 13.88% exceeds the 10% threshold. Attraction of Public Support. TFAH is organized and operated to attract new and additional public support on a continuous basis. During its most recent fiscal year, TFAH received contributions from new sources, including the Conrad Hilton Foundation, plus ongoing resources from The California Endowment, WK Kellogg Foundation, Kresge Foundation, M.A.C. AIDS Fund, Robert Wood Johnson Foundation and the Northern Trust Charitable Giving (The Dawn Hill Fund). TFAH continues to solicit grants from new foundations on a regular basis. Sources of Support. TFAHs funding comes from diverse sources of support, including a representative number of private foundations and other organizations and individuals that wish to support its programs. Representative Governing Body. TFAHs activities are governed by a Board of Directors, reflecting a broad range of individuals with special background and expertise in managing and operating a nonprofit educational organization focused on public health issues. TFAHs governing body includes several individuals with significant experience in the areas of government, education and public health, including the: director and professor, Institute of Public Health, Florida A&M University; chief medical officer for prevention, American Heart Association; president, Alliance for a Healthier Minnesota; and president and CEO, Southern Education Foundation. Moreover, Board members have served, or currently serve, on the governing bodies of corporations, charitable foundations and other Section 501(c)(3) organizations.Availability of Public Facilities or Services; Public Participation in Programs or Policies. TFAHs work towards improving the nation's public health capacity includes non-partisan research and analysis, publication of numerous science-based reports and outreach and educational activities about the need for a robust, effective public health system that is prepared to respond to a wide range of health threats. TFAHs 2014 reports, which were distributed widely to policy makers, the media and the public, included:1.Outbreaks: Protecting Americans from Infectious Diseases 20142.The State of Obesity: Better Policies for a Healthier America 20143.Investing in American's Health 2014 A State-by-State Look at Public Health Funding and Key Health Facts4.Building on the Affordable Care Act to Make the Health System Work for Young Gay Men: An Action Plan5.Addressing the Social Determinants of Health Inequities Among Gay Men & Men Who Have Sex with Men6.As Flu Season Ramps Up, Adults 18-64 Years Old Least Likely to Get Flu Shots |
| Return Reference | Explanation |
|---|
| Software ID: | 15000324 |
| Software Version: | 2015v2.0 |
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 VI, Line 11b: Form 990 Review Process | Copies of the 990 were reviewed by outside legal counsel, and the Board's Treasurer/Finance and Audit chair, who reviewed the documents on behalf of the organization. |
| Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts | Trust for America's Health requires that each board member and officer annually (1) review the Corporation's Conflict of Interest Policy; (2) disclose any possible personal, familial, or business relationship that reasonably could give rise to a conflict of interest or the appearance of a conflict of interest; and (3) acknowledge by his or her signature that he or she is acting in accordance with the letter and spirit of such Conflict of Interest Policy. Completed questionnaires are available for inspection by any board member and may be reviewed by the Corporation's legal counsel. |
| Form 990, Part VI, Line 15a: Compensation Review & Approval Process - CEO, Top Management | AS PART OF THE PROCESS FOR DETERMINING COMPENSATION FOR THE EXECUTIVE DIRECTOR, THE BOARD OF DIRECTORS commissioned an independent consultant to provide a compensation survey of nonprofit executives in the public health sector. THE SURVEY INCLUDED AN ANALYSIS OF COMPARABILITY DATA BY GEOGRAPHIC REGION. THE BOARD OF DIRECTORS REVIEWED AND APPROVED THE FIRST EMPLOYMENT AGREEMENT BETWEEN TRUST FOR AMERICA'S HEALTH AND THE EXECUTIVE DIRECTOR FOR THE PERIOD OF OCTOBER 1, 2012 THROUGH SEPTEMBER 30, 2014. The Board approved a two year contract extension for the executive director, through September 30, 2016. For all other staff, including top management, the Executive Director submitted to TFAH's Finance, Audit and Compensation Committee, three weeks prior to its last meeting of the fiscal year, recommendations for compensation adjustments for all TFAH staff. The full Board then reviewed all recommendations and made final determinations of any salary adjustments. |
| Form 990, Part VI, Line 19: Other Organization Documents Publicly Available | Trust for America's Health makes its governing documents, conflict of interest policy, and financial statements available to the public upon request. Any expenses related to mail or providing this information to the public is borne by the organization. |
| Software ID: | 15000324 |
| Software Version: | 2015v2.0 |