Form990
Department of the TreasuryInternal 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 Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2019
Open to Public Inspection
A For the 2019 calendar year, or tax year beginning 01-01-2019 , and ending 12-31-2019
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 $ 120,889,196
F Name and address of principal officer:
Dr 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: PUBLIC HEALTH INSTITUTE GENERATES AND PROMOTES RESEARCH, LEADERSHIP AND PARTNERSHIPS TO BUILD CAPACITY FOR STRONG PUBLIC HEALTH POLICY, PROGRAMS, SYSTEMS AND PRACTICES.
2 Check this box MediumBullet
3 Number of voting members of the governing body (Part VI, line 1a) ........ 3 9
4 Number of independent voting members of the governing body (Part VI, line 1b) ..... 4 7
5 Total number of individuals employed in calendar year 2019 (Part V, line 2a) ...... 5 766
6 Total number of volunteers (estimate if necessary) ............. 6 8
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 39 ......... 7b 0
Revenues Prior Year Current Year
8 Contributions and grants (Part VIII, line 1h) ......... 52,150,662 22,917,247
9 Program service revenue (Part VIII, line 2g) ......... 60,340,260 97,790,792
10 Investment income (Part VIII, column (A), lines 3, 4, and 7d ) .... 0 181,157
11 Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e) 0 0
12 Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12) 112,490,922 120,889,196
Expenses; 13 Grants and similar amounts paid (Part IX, column (A), lines 1–3 )... 8,932,537 21,417,274
14 Benefits paid to or for members (Part IX, column (A), line 4).....   0
15 Salaries, other compensation, employee benefits (Part IX, column (A), lines 5–10) 75,200,010 70,516,908
16a Professional fundraising fees (Part IX, column (A), line 11e) .....   0
b Total fundraising expenses (Part IX, column (D), line 25) MediumBullet34,169    
17 Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e).... 27,881,834 29,148,527
18 Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25) 112,014,381 121,082,709
19 Revenue less expenses. Subtract line 18 from line 12....... 476,541 -193,513
Net Assets or Fund Balances; Beginning of Current Year End of Year
20 Total assets (Part X, line 16)............. 36,338,358 40,649,732
21 Total liabilities (Part X, line 26)............. 17,481,924 21,986,811
22 Net assets or fund balances. Subtract line 21 from line 20..... 18,856,434 18,662,921
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 (2019)
Form 990 (2019)
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 $ 17,136,624 including grants of $ 2,736,672 ) (Revenue $ 19,873,296 )
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 TWENTY 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 STAFF COMPRISE A NUMBER OF MULTI-DISCIPLINARY TEAMS SUPPORTING CLINICAL TRIAL OPERATIONS. TEAMS ARE MADE UP OF PROTOCOL COORDINATORS, DATA MANAGEMENT PROFESSIONALS AND STATISTICIANS. ADDITIONAL STAFFING GROUPS INCLUDE OPERATIONS AND FINANCE, QUALITY ASSURANCE & SITE AUDITING, INFORMATION TECHNOLOGY, COMPLEX CLINICAL PROJECTS, PHARMACEUTICAL INDUSTRY RELATIONS, AND GROUP MEMBERSHIP. EACH WORK GROUP HAS A MANAGER OR DIRECTOR WITH CONSIDERABLE INDEPENDENCE AND FLEXIBILITY IN MANAGING HIS/HER AREA TO ENSURE RAPID AND EFFICIENT RESPONSE TO COG NEEDS. FULLY STAFFED HEADCOUNT IS APPROXIMATELY 110 WITH 7 ADDITIONAL UNIVERSITY OF SOUTHERN CALIFORNIA FACULTY STATISTICIANS WORKING OUT OF THE OFFICES IN MONROVIA. 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.
4b (Code:   ) (Expenses $ 9,107,877 including grants of $ 1,388,168 ) (Revenue $ 10,496,045 )
SUSTAINING TECHNICAL AND ANALYTIC RESOURCES (STAR) IS A FIVE-YEAR PROJECT OF THE PUBLIC HEALTH INSTITUTE IMPLEMENTED IN PARTNERSHIP WITH THE JOHNS HOPKINS UNIVERSITY, CONSORTIUM FOR UNIVERSITIES IN GLOBAL HEALTH, AND UNIVERSITY OF CALIFORNIA, SAN FRANCISCO, AND SUPPORTED BY THE UNITED STATES AGENCY FOR INTERNATIONAL DEVELOPMENT (USAID). STAR OFFERS PAID FELLOWSHIPS AND INTERNSHIPS FOR DYNAMIC, MULTIDISCIPLINARY, MISSION-DRIVEN LEADERS AT ALL CAREER LEVELS. STAR PROVIDES PARTICIPANTS WITH IMMERSIVE EXPERIENCES AT GLOBAL HEALTH ORGANIZATIONS AND INSTITUTIONS TO BUILD CAPACITY AND CONTRIBUTE TECHNICAL EXPERTISE TO ADDRESS HIGH-IMPACT NEEDS. STAR FELLOWS AND INTERNS PARTICIPATE IN CUSTOMIZED AND CURATED LEARNING ACTIVITIES TO ENHANCE KNOWLEDGE AND SKILLS GROWTH, EXPAND PROFESSIONAL NETWORKS, AND SUPPORT CAREER DEVELOPMENT. IN 2019, THERE WERE 37 INTERNS WORKING IN THE USA AND AROUND THE GLOBE. IN ADDITION TO THE STANDARD PLACEMENT OF FELLOWS AND INTERNS AT USAID HQ, FIELD MISSIONS , STAR HAS A UNIQUE ADVANTAGE OF RECRUITING LOCAL COUNTRY OR THIRD COUNTRY NATIONALS AND PLACE THEM AT THE LOCAL MINISTRIES OF HEALTH FOR TWO-YEAR FELLOWSHIPS OR UP TO 12 MONTHS INTERNSHIPS. Thus far, STAR has placed fellows with the following organizations: -17 fellows at the Ministry of Health throughout various countries in Africa and Asia -3 fellows at South Africa's USAID mission -1 fellow has been hired at Nepal's USAID mission -13 fellows at USAID Washington HQ -7 fellows working remotely or for other organizations. CONSORTIUM FOR UNIVERSITIES IN GLOBAL HEALTH SUPPORTS STAR'S ACADEMIC PARTNERSHIPS PROGRAM THROUGH THE COLLABORATION LABORATORY WHICH IS A GRANT-SUPPORTED, STRATEGIC APPROACH TO FACILITATING KNOWLEDGE-SHARING EXPERIMENTS BETWEEN ACADEMIC INSTITUTIONS, WHEREIN THEY WORK TO ACHIEVE A CONCRETE GOAL OR OBJECTIVE THAT ADVANCES THEIR WORK IN GLOBAL HEALTH. FOUR LABORATORY PARTNERSHIPS WERE ESTABLISHED AND MONITORED BY STAR TEAM TO EXAMINE THE SUCCESSES, CHALLENGES, AND REPORT ON LESSONS LEARNED THROUGHOUT THEIR PARTNERSHIP. TO MAXIMIZE LEARNING OPPORTUNITIES FOR STAR PARTICIPANTS, JHU FACILITATES ACADEMIC SUPPORT, TRAINING AND MENTORSHIPS. JHU WILL ALSO PROVIDE GUIDANCE ON GLOBAL HEALTH COMPETENCIES THAT WILL INFORM HOW ACADEMIA CAN BETTER EQUIP TOMORROW'S GLOBAL HEALTH PRACTITIONERS WITH THE KNOWLEDGE, SKILLS, AND ATTITUDES NEEDED FOR SUCCESS. UNIVERSITY OF CALIFORNIA, SAN FRANCISCO WILL FACILITATE STAR PARTICIPANTS' ACCESS TO RELEVANT CURRICULUM, TRAINING, AND MENTORING OPPORTUNITIES WITHIN ITS NETWORK OF SCHOOLS, INSTITUTES, AND CENTERS. THEY WILL ALSO ASSEMBLE A TECHNICAL ADVISORY GROUP, WHICH WILL ENGAGE MINISTRIES OF HEALTH AND NATIONAL ACADEMIC RESEARCH PARTNERS IN AN ONGOING DIALOGUE ABOUT GLOBAL HEALTH WORKFORCE NEEDS AND GAPS.
4c (Code:   ) (Expenses $ 2,691,824 including grants of $ 8,266,000 ) (Revenue $ 10,957,824 )
CA BRIDGE PROGRAM OVERVIEW THE CA BRIDGE PROGRAM IS DISRUPTING THE ADDICTION TREATMENT LANDSCAPE BY CHAMPIONING THE IDEA THAT SUBSTANCE USE DISORDER IS A CONDITION THAT CAN, AND SHOULD, BE TREATED BY MEDICAL PROFESSIONALS LIKE ANY OTHER LIFE-THREATENING MEDICAL CONDITION. MANY PEOPLE ASSUME THIS IS ALREADY POSSIBLE, BUT, IN FACT, MOST MEDICAL PROVIDERS DO NOT VIEW ADDICTION TREATMENT AS PART OF THEIR JOB. MOREOVER, THE STIGMATIZATION OF PEOPLE WHO USE DRUGS HAS BEEN COMMON PRACTICE WITHIN HEALTH CARE, CAUSING ADDITIONAL HARM AND INTERSECTING WITH OTHER SOCIAL DETERMINANTS OF HEALTH. HOWEVER, CA BRIDGE HAS DEVELOPED AN EFFECTIVE MODEL TO POSITIVELY CHANGE THE TRAJECTORY OF ADDICTION BY IDENTIFYING MOMENTS FOR EVIDENCE-BASED MEDICAL INTERVENTION. WHILE PEOPLE WHO COME TO EMERGENCY ROOMS IN OPIOID WITHDRAWAL ARE OFTEN DISCRIMINATED AGAINST, SOMETIMES GIVEN FLUIDS, AND SENT ON THEIR WAY WITH CONTACT INFO FOR A FEW SPECIALTY ADDICTION CLINICS ENCUMBERED WITH LONG WAITING LISTS, IT DOES NOT HAVE TO BE THIS WAY. HOSPITALS AND EMERGENCY ROOMS CAN BE CRITICAL POINTS OF CARE FOR SUBSTANCE USE DISORDER TREATMENT. THE CA BRIDGE MODEL LEVERAGES THESE HEALTH SYSTEMS FOR RAPID ACCESS TO ADDICTION TREATMENT TO FUNDAMENTALLY SAVE MORE LIVES. THE GOAL OF CA BRIDGE IS TO TRANSFORM THE WAY PEOPLE WHO USE DRUGS GET HELP BY ENSURING THAT EVERY HOSPITAL IN CALIFORNIA PROVIDES 24/7 ACCESS TO EVIDENCE-BASED TREATMENT. TO ADVANCE THIS GOAL, WE ARE RAPIDLY BUILDING CAPACITY TO: -EXPAND MEDICATION FOR ADDICTION TREATMENT (MAT) IN CALIFORNIA HOSPITALS BY RAISING AWARENESS OF THE BENEFITS TO PATIENTS AND PROVIDERS. -HELP HOSPITALS IMPLEMENT THE CA BRIDGE MAT MODEL OF TREATMENT, CONNECTION AND CULTURE WITH RESOURCES, TRAINING, AND TECHNICAL SUPPORT. -DEMONSTRATE THE IMPACT OF HOSPITAL-BASED MAT PROGRAMS AND IMPROVE QUALITY OF CARE THROUGH RESEARCH AND EVALUATION. -PROMOTE SUSTAINABILITY OF HOSPITAL-BASED MAT PROGRAMS THROUGH POLICY AND SYSTEMS CHANGE. CORE ELEMENTS OF THE CA BRIDGE MODEL CA BRIDGE IS ADVANCING THE USE OF EVIDENCE-BASED MEDICATIONS FOR ADDICTION TREATMENT (MAT), MOST COMMONLY BUPRENORPHINE, WHICH HAS BEEN SHOWN TO REDUCE RELAPSE AMONG PEOPLE SUFFERING FROM OPIOID USE DISORDER. RECENTLY, A NUMBER OF HOSPITALS ACROSS THE COUNTRY HAVE STARTED PROVIDING MAT IN THEIR EMERGENCY ROOMS, BUT MANY USE RESTRICTIVE PROTOCOLS IN WHICH PATIENTS MUST UNDERGO MULTIPLE LAB TESTS, PSYCHOSOCIAL ASSESSMENTS, AND PAPERWORK BEFORE RECEIVING ANY TREATMENT. THE CA BRIDGE MODEL DRAMATICALLY LOWERS BARRIERS TO TREATMENT BY ELIMINATING MEDICALLY UNNECESSARY TESTS AND QUICKLY PROVIDING PATIENTS IN WITHDRAWAL WITH WHAT THEY ARE SEEKING-IMMEDIATE RELIEF FROM WITHDRAWAL SYMPTOMS. BY SIMPLIFYING THE PROCESS, THE CA BRIDGE MODEL WORKS IN THE REAL WORLD OF BUSY HOSPITAL EMERGENCY ROOMS. ONCE PATIENTS ARE STABILIZED, THEY ARE BETTER EQUIPPED TO ENGAGE IN CONVERSATION ABOUT LONG-TERM TREATMENT, WHICH THEY DO WITH A SUBSTANCE USE NAVIGATOR (SUN). THE SUN IS A PEER WHO COMES FROM THE COMMUNITY AND IS OFTEN IN RECOVERY. THE CA BRIDGE MODEL IS BASED ON A HARM REDUCTION PERSPECTIVE THAT EMPHASIZES RAPID, PATIENT-CENTERED CARE AND HUMAN CONNECTIONS. BY JUNE 2020, FIFTY-TWO HOSPITALS USING THE CA BRIDGE MODEL REPORTED: -MORE THAN 12,000 PATIENTS HAD BEEN IDENTIFIED WITH OPIOID USE DISORDER -MORE THAN 7,500 PATIENTS WERE PROVIDED WITH TREATMENT IN THE HOSPITALS -MORE THAN 5,600 PATIENTS WERE PRESCRIBED MEDICATION FOR ADDICTION TREATMENT (MAT), AND -NEARLY 5,000 PATIENTS WERE LINKED TO FOLLOW-UP CARE. THIS DEMONSTRATED SUCCESS HAD LEAD TO CONSIDERABLE GROWTH IN JUST A FEW YEARS, WITH 208 HOSPITALS IN CALIFORNIA IMPLEMENTING THE CA BRIDGE MODEL BY THE END OF 2020, HAVING EXPONENTIALLY GROWN FROM A PILOT OF JUST EIGHT HOSPITALS IN 2018.
(Code:   ) (Expenses $ 76,516,454 including grants of $ 9,026,434 ) (Revenue $ 56,463,627 )
FOR 50 YEARS, PHI HAS IMPLEMENTED RESEARCH AND PROGRAMS TO IMPROVE THE HEALTH AND WELL-BEING OF PEOPLE ACROSS CALIFORNIA, THE U.S., AND THE WORLD. PHI IS A HUB FOR PUBLIC HEALTH INNOVATION, PROVIDING SUPPORTIVE INFRASTRUCTURE, RESOURCES, AND INTELLECTUAL COMMUNITY WITH SOME OF THE BEST MINDS IN PUBLIC HEALTH. WITH OVER 100 RESEARCHERS AND PROJECT DIRECTORS - AND NEARLY 700 STAFF WORLDWIDE - PHI LEADS NEW RESEARCH, TESTS NOVEL INTERVENTIONS, AND IMPLEMENTS AND BUILDS CAPACITY FOR 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 COMMUNITIES 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. AND CREATING GENDER EQUITY PARTNERSHIPS. PHI IS DEVELOPING WORKFORCE PIPELINE PROGRAMS TO TRAIN AND GRADUATE HEALTH CARE PROFESSIONALS REPRESENTING THE DIVERSITY OF OUR POPULATION AND WHO WILL MEET THE GROWING DEMAND FOR CARE. PHI IS ALSO AT THE FOREFRONT OF THE OPIOID EPIDEMIC, SUPPORTING LOCAL MULTI-SECTOR COALITIONS ADDRESSING PREVENTION AND NEW SUBSTANCE USE DISORDER AND BEHAVIORAL HEALTH CARE MODELS. IMPLEMENTING PROGRAMS, SYSTEMS AND RESEARCH THAT CONNECT PUBLIC HEALTH AND HEALTH CARE DELIVERY THRU NEW DESIGN METHODS AND DATA TOOLS, WE ARE BRIDGING HISTORIC GAPS IN POPULATION HEALTH. PHI SPEARHEADS TRAININGS 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. THE BREADTH OF PHI EXPERTISE AND EXPERIENCE POSITIONS US AS A PREMIER PARTNER AND LEADER IN PUBLIC HEALTH.
4d Other program services (Describe in Schedule O.)
(Expenses $ 76,516,454 including grants of $ 9,026,434 ) (Revenue $ 56,463,627 )
4e Total program service expensesMediumBullet105,452,779
Form 990 (2019)
Form 990 (2019)
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 I.............
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 III..
5
 
 
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 I.........................
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 II....
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..............
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 IV..............
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 V......
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 VII.......
11b
 
No
c
Did the organization report an amount for investments—program related in Part X, line 13 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part VIII.......
11c
 
No
d
Did the organization report an amount for other assets in Part X, line 15 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part IX............
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
Yes
 
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 XIIClick 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
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 IV.....Click to see attachment
15
Yes
 
16
Did the organization report on Part IX, column (A), line 3, more than $5,000 of aggregate grants or 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) ....
17
 
No
18
Did the organization report more than $15,000 total of fundraising event gross income and contributions on Part VIII, lines 1c and 8a? If "Yes," complete Schedule G, Part II............
18
 
No
19
Did the organization report more than $15,000 of gross income from gaming activities on Part VIII, line 9a? If "Yes," complete Schedule G, Part III...................
19
 
No
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
 
 
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
 
Form 990 (2019)
Form 990 (2019)
Page 4
Part IV
Checklist of Required Schedules (continued)
Yes
No
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 ....
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.......................
25b
 
No
26
Did the organization report any amount on Part X, line 5 or 22 for receivables from or payables to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons? If "Yes," complete Schedule L, Part II...........
26
 
No
27
Did the organization provide a grant or other assistance to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or employee thereof, a grant selection committee member, or to a 35% controlled entity (including an employee thereof) or family member of any of these persons?
If "Yes," complete
Schedule L, Part III.........................
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, key employee, creator or founder, or substantial contributor? If "Yes," complete Schedule L, Part IV......................
28a
 
No
b
A family member of any individual described in line 28a? If "Yes," complete Schedule L, Part IV.....
28b
 
No
c
A 35% controlled entity of one or more individuals and/or organizations described in lines 28a or 28b? If "Yes," complete Schedule L, Part IV.....................
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............Click to see attachment
33
Yes
 
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
 
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
344
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
 
Form 990 (2019)
Form 990 (2019)
Page 5
Part V
Statements Regarding Other IRS Filings and Tax Compliance (continued)
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
766
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 , SF , BR
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
 
No
b
If "Yes," did the organization notify the donor of the value of the goods or services provided? .....
7b
 
 
c
Did the organization sell, exchange, or otherwise dispose of tangible personal property for which it was required to file Form 8282? .........................
7c
 
No
d
If "Yes," indicate the number of Forms 8282 filed during the year ....
7d
 
e
Did the organization receive any funds, directly or indirectly, to pay premiums on a personal benefit contract?
7e
 
No
f
Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ..
7f
 
No
g
If the organization received a contribution of qualified intellectual property, did the organization file Form 8899 as required? ......................
7g
 
 
h
If the organization received a contribution of cars, boats, airplanes, or other vehicles, did the organization file a Form 1098-C? ..........................
7h
 
 
8
Sponsoring organizations maintaining donor advised funds. Did a donor advised fund maintained by the sponsoring organization have excess business holdings at any time during the year? ........
8
 
 
9
Sponsoring organizations maintaining donor advised funds.
a
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
 
 
15
Is the organization subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or excess parachute payment(s) during the year? ....................
If "Yes," see instructions and file Form 4720, Schedule N.
15
 
No
16
Is the organization an educational institution subject to the section 4968 excise tax on net investment income? ..
If "Yes," complete Form 4720, Schedule O.
16
 
No
Form 990 (2019)
Form 990 (2019)
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
9
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
7
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-A 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:
MediumBulletIsrael Ghebretinsae555 12th Street 10th Floor   Oakland,CA946074046 (510) 285-5654
Form 990 (2019)
Form 990 (2019)
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.

See instructions for the order in which to list the persons above.
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) Anthony Barrueta
 
Board Chair
 1.0
.................
  		X   X       0 0 0
(2) Dara Johnson Treseder MBA
 
Secretary/Treasurer
 1.0
.................
  		X   X       0 0 0
(3) Dr Mary A Pittman
 
President & CEO
 40.0
.................
  		X   X       481,977 0 59,060
(4) James Hester Jr
 
Vice Chair (through March 2019)
 1.0
.................
  		X   X       0 0 0
(5) Adaeze Enekwechi
 
Board Member
 1.0
.................
  		X           0 0 0
(6) Andrew Pines
 
Board Member
 1.0
.................
  		X           0 0 0
(7) Denise Dunning PhD
 
Board Member, PI Program Director
 40.0
.................
  		X           170,389 0 28,060
(8) Nick Macchione
 
Board Member
 1.0
.................
  		X           0 0 0
(9) Sue Watson
 
Board Member
 1.0
.................
  		X           0 0 0
(10) Susan Dentzer
 
Board Member
 1.0
.................
  		X           0 0 0
(11) Tamar Dorfman
 
Chief Financial Officer
 40.0
.................
  		    X       250,086 0 56,507
(12) B Melange Matthews
 
Chief of Staff / COO
 40.0
.................
  		      X     299,501 0 53,702
(13) Elizabeth O'Connor
 
PI Program Director IV
 40.0
.................
  		      X     191,946 0 31,542
(14) Amy Bloom
 
Technical Advisor - USSTA
 40.0
.................
  		        X   249,052 0 38,445
(15) Baker Maggwa
 
Technical Advisor IV
 40.0
.................
  		        X   237,988 0 63,752
(16) Cheryl Cherpitel
 
Research Program Director III
 40.0
.................
  		        X   199,882 0 41,107
(17) Lynn Silver
 
Senior Advisor
 40.0
.................
  		        X   203,940 0 41,735
Form 990 (2019)
Form 990 (2019)
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) Thomas Greenfield
 
Research Director III
 40.0
.......................   		        X   210,736 0 32,841
























1b Sub-Total................MediumBullet
c Total from continuation sheets to Part VII, Section A....MediumBullet
d Total (add lines 1b and 1c)...........MediumBullet 2,495,497 0 446,751
2
Total number of individuals (including but not limited to those listed above) who received more than $100,000 of reportable compensation from the organization MediumBullet144
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
RESCUE AGENCY PUBLIC BENEFIT LLC

2437 MORENA BLVD
SAN DIEGO,CA92110 		PROJECT CONSULTANT 977,023
CEP AMERICA - CALIFORNIA

2100 POWELL ST STE 400
EMERYVILLE,CA94608 		PROJECT CONSULTANT 544,750
INSTITUTO FAMILIAR DE LA RAZA INC

2919 MISSION ST
SAN FRANCISCO,CA94110 		PROJECT CONSULTANT 153,618
DANA PEARLMAN

977 MCFARLANE AVE
SEBASTOPOL,CA95472 		PROJECT CONSULTANT 136,400
JILL MATHEWS YEGIAN

2 BUCKLEY COURT
OAKLAND,CA94602 		PROJECT CONSULTANT 136,400
2
Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization MediumBullet9
Form 990 (2019)
Form 990 (2019)
Page 9
Part VIII
Statement of Revenue
Check if Schedule O contains a response or note to any line in this Part VIII.............
(A)
Total revenue 		(B)
Related or
exempt
function
revenue 		(C)
Unrelated
business
revenue 		(D)
Revenue
excluded from
tax under sections
512 - 514
Contributions, Gifts, GrantAmt and OtherAmt Similar Amounts 1a Federated campaigns..1a  
b Membership dues..1b  
c Fundraising events..1c  
d Related organizations1d  
e Government grants (contributions)1e 3,502,710
f All other contributions, gifts, grants, and similar amounts not included above1f 19,414,537
g Noncash contributions included in lines 1a - 1f:$ 1g  
h Total. Add lines 1a-1f.......MediumBullet 22,917,247
Program Service RevenueAmt Business Code
2a Contracts 900009 97,790,792 97,790,792    
b
c
d
e
f All other program service revenue. 0 0 0 0
g Total. Add lines 2a–2f .....MediumBullet 97,790,792
OtherAmtRevenueAmt 3 Investment income (including dividends, interest, and othersimilar amounts) ......MediumBullet 181,157     181,157
4 Income from investment of tax-exempt bond proceedsMediumBullet        
5 Royalties...........MediumBullet        
(ii) Personal (i) Real
6a Gross rents     6a
b Less: rental expenses     6b
c Rental income or (loss) 0 0 6c
d Net rental income or (loss).......MediumBullet        
(ii) Other (i) Securities
7a Gross amount from sales of assets other than inventory     7a
b Less: cost or other basis and sales expenses     7b
c Gain or (loss) 0 0 7c
d Net gain or (loss).........MediumBullet        
8a Gross income from fundraising events (not including $   of contributions reported on line 1c). See Part IV, line 18 ....
8a  
b Less: direct expenses ... 8b  
c Net income or (loss) from fundraising events..MediumBullet      
9a Gross income from gaming activities.
See Part IV, line 19 ...
9a  
b Less: direct expenses ... 9b  
c Net income or (loss) from gaming activities..MediumBullet        
10a Gross sales of inventory, less
returns and allowances ..
10a  
b Less: cost of goods sold .. 10b  
c Net income or (loss) from sales of inventory..MediumBullet        
Business Code Miscellaneous Revenue
11a            
b            
c            
d All other revenue .... 0 0 0 0
e Total. Add lines 11a–11d ...... MediumBullet 0
12 Total revenue. See instructions.....MediumBullet 120,889,196 97,790,792 0 181,157
Form 990 (2019)
Form 990 (2019)
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 .... 20,053,940 20,053,940
2 Grants and other assistance to domestic individuals. See Part IV, line 22 ........... 7,000 7,000
3 Grants and other assistance to foreign organizations, foreign governments, and foreign individuals. See Part IV, lines 15 and 16. ............. 1,356,334 1,356,334
4 Benefits paid to or for members .......    
5 Compensation of current officers, directors, trustees, and key employees ........... 1,622,770 421,937 1,199,432 1,401
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........ 53,374,041 45,410,454 7,945,713 17,874
8 Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) .... 4,148,737 3,523,306 621,760 3,671
9 Other employee benefits ....... 7,115,435 6,048,120 1,067,315  
10 Payroll taxes ........... 4,255,925 3,617,536 638,389  
11 Fees for services (non-employees):        
a Management ......        
b Legal ......... 56,452 21,138 35,314  
c Accounting ........... 103,540   103,540  
d Lobbying ........... 80,373 18,185 62,188 0
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) 12,476,553 12,128,589 340,786 7,178
12 Advertising and promotion .... 28,577 28,577    
13 Office expenses ....... 3,641,157 2,730,508 908,411 2,238
14 Information technology ...... 6,615 3,026 3,589  
15 Royalties .. 0 0 0 0
16 Occupancy ........... 5,506,599 3,970,008 1,536,591  
17 Travel ............ 2,846,901 2,749,162 97,739  
18 Payments of travel or entertainment expenses for any federal, state, or local public officials . 0 0 0  
19 Conferences, conventions, and meetings .... 1,491,926 1,461,980 29,946  
20 Interest ........... 0 0 0 0
21 Payments to affiliates ....... 0 0 0 0
22 Depreciation, depletion, and amortization .. 520,264   520,264  
23 Insurance ... 270,954 54,460 216,494  
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 & Development 1,128,511 1,058,391 69,885 235
b Other expenses 819,174 624,197 193,405 1,572
c Temporary help 170,931 165,931 5,000 0
d
e All other expenses 0 0 0 0
25 Total functional expenses. Add lines 1 through 24e 121,082,709 105,452,779 15,595,761 34,169
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 (2019)
Form 990 (2019)
Page 11
Part X
Balance Sheet
Check if Schedule O contains a response or note to any line in this Part IX..............
(A)
Beginning of year 		(B)
End of year
Assets 1 Cash–non-interest-bearing ........ 14,971,942 1 8,131,467
2 Savings and temporary cash investments ......... 6,026,925 2 6,207,809
3 Pledges and grants receivable, net ...... 10,902,414 3 22,381,926
4 Accounts receivable, net .............   4  
5 Loans and other payables to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons .......
0 5 0
6 Loans and other receivables from other disqualified persons (as defined under section 4958(f)(1)), and persons described in section 4958(c)(3)(B) ...
0 6 0
7 Notes and loans receivable, net ...........   7  
8 Inventories for sale or use ............   8  
9 Prepaid expenses and deferred charges ...... 1,918,651 9 1,737,444
10a Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D 10a 4,277,961
b Less: accumulated depreciation 10b 2,402,226 2,199,479 10c 1,875,735
11 Investments—publicly traded securities .   11  
12 Investments—other securities. See Part IV, line 11 ..... 0 12  
13 Investments—program-related. See Part IV, line 11 .. 0 13  
14 Intangible assets ...............   14  
15 Other assets. See Part IV, line 11 ........... 318,947 15 315,351
16 Total assets. Add lines 1 through 15 (must equal line 33)... 36,338,358 16 40,649,732
Liabilities 17 Accounts payable and accrued expenses ..... 12,050,080 17 15,703,575
18 Grants payable ...   18  
19 Deferred revenue ......... 5,045,539 19 5,834,261
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 any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons .........
0 22 0
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 386,305 25 448,975
26 Total liabilities. Add lines 17 through 25.. 17,481,924 26 21,986,811
Net Assets or Fund Balance Organizations that follow FASB ASC 958, check here MediumBullet and complete lines 27, 28, 32, and 33.
27 Net assets without donor restrictions .......... 5,938,650 27 6,025,476
28 Net assets with donor restrictions ........... 12,917,784 28 12,637,445
Organizations that do not follow FASB ASC 958, check here MediumBullet and complete lines 29 through 33.
29 Capital stock or trust principal, or current funds .....   29  
30 Paid-in or capital surplus, or land, building or equipment fund ...   30  
31 Retained earnings, endowment, accumulated income, or other funds   31  
32 Total net assets or fund balances ........... 18,856,434 32 18,662,921
33 Total liabilities and net assets/fund balances ........ 36,338,358 33 40,649,732
Form 990 (2019)
Form 990 (2019)
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
120,889,196
2
Total expenses (must equal Part IX, column (A), line 25) ............
2
121,082,709
3
Revenue less expenses. Subtract line 2 from line 1 ..............
3
-193,513
4
Net assets or fund balances at beginning of year (must equal Part X, line 32, column (A)) ..
4
18,856,434
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 32, column (B))
10
18,662,921
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 (2019)
Form 990 (2019)
Additional Data


Software ID: 19010655
Software Version: 2019v5.0
Form 990, Special Condition Description:
Special Condition Description
SCHEDULE A
(Form 990 or 990EZ)

Department of the Treasury
Internal Revenue Service
Public Charity Status and Public Support
Complete if the organization is a section 501(c)(3) organization or a section 4947(a)(1) nonexempt charitable trust.
right arrow Attach to Form 990 or Form 990-EZ.
right arrow Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2019
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 12, check only one box.)
1
2
3
4
5
6
7
8
9
10
11
12
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- 10 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
 
   
For Paperwork Reduction Act Notice, see the Instructions for
Form 990 or 990-EZ.
Cat. No. 11285F
Schedule A (Form 990 or 990-EZ) 2019

Schedule A (Form 990 or 990-EZ) 2019
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 failed 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) 2015 (b) 2016 (c) 2017 (d) 2018 (e) 2019 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grant.") .. 47,812,406 52,486,717 54,183,500 52,150,662 22,917,247 229,550,532
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.. 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 49,010,406 53,684,717 55,381,500 53,348,662 24,115,247 235,540,532
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).. 18,579,687
6 Public support. Subtract line 5 from line 4. 216,960,845
Section B. Total Support
Calendar year (or fiscal year beginning in) right arrow (a) 2015 (b) 2016 (c) 2017 (d) 2018 (e) 2019 (f) Total
7 Amounts from line 4.. 49,010,406 53,684,717 55,381,500 53,348,662 24,115,247 235,540,532
8 Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources... 3 113 0 0 181,157 181,273
9 Net income from unrelated business activities, whether or not the business is regularly carried on.. 0 0 0 0 0 0
10 Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.).. 0 0 0 0 0 0
11 Total support. Add lines 7 through 10 235,721,805
12
12
313,530,628
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
92.04 %
15
15
94.65 %
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) 2019

Schedule A (Form 990 or 990-EZ) 2019
Page 3
Part III
Support Schedule for Organizations Described in Section 509(a)(2)
(Complete only if you checked the box on line 10 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) 2015 (b) 2016 (c) 2017 (d) 2018 (e) 2019 (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) 2015 (b) 2016 (c) 2017 (d) 2018 (e) 2019 (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) 2019

Schedule A (Form 990 or 990-EZ) 2019
Page 4
Part IV
Supporting Organizations
(Complete only if you checked a box on line 12 of Part I. If you checked 12a of Part I, complete Sections A and B. If you checked 12b of Part I, complete Sections A and C. If you checked 12c of Part I, complete Sections A, D, and E. If you checked 12d 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 12a or 12b 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 (i) its supported organizations, (ii) individuals that are part of the charitable class benefited by one or more of its supported organizations, or (iii) 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 section 4958(c)(3)(C)), a family member of a substantial contributor, or a 35% controlled entity with regard to a substantial contributor? If “Yes,” complete Part I of Schedule L (Form 990 or 990-EZ) .
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 I of Schedule L (Form 990 or 990-EZ).
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 9a) 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 9a) 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 section 4943 because of section 4943(f) (regarding certain Type II supporting organizations, and all Type III non-functionally integrated supporting organizations)? If “Yes,” answer line 10b 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
 
 
Schedule A (Form 990 or 990-EZ) 2019

Schedule A (Form 990 or 990-EZ) 2019
Page 5
Part IV
Supporting Organizations (continued)
Yes
No
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
 
 
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, (i) a written notice describing the type and amount of support provided during the prior tax year, (ii) a copy of the Form 990 that was most recently filed as of the date of notification, and (iii) 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) 2019

Schedule A (Form 990 or 990-EZ) 2019
Page 6
Part V
Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations
1
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
Schedule A (Form 990 or 990-EZ) 2019

Schedule A (Form 990 or 990-EZ) 2019
Page 7
Part V
Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations(continued)
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 2019 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-2019 		(iii)
Distributable
Amount for 2019
1 Distributable amount for 2019 from Section C, line 6  
2 Underdistributions, if any, for years prior to 2019 (reasonable cause required-- explain in Part VI).
See instructions.		  
3 Excess distributions carryover, if any, to 2019:
a From 2014.......  
b From 2015.......  
c From 2016.......  
d From 2017.......  
e From 2018.......  
fTotal of lines 3a through e  
g Applied to underdistributions of prior years  
h Applied to 2019 distributable amount  
i Carryover from 2014 not applied (see
instructions) 		 
j Remainder. Subtract lines 3g, 3h, and 3i from 3f.  
4Distributions for 2019 from Section D, line 7:
$  
a Applied to underdistributions of prior years  
b Applied to 2019 distributable amount  
c Remainder. Subtract lines 4a and 4b from 4.  
5 Remaining underdistributions for years prior to
2019, if any. Subtract lines 3g and 4a from line 2.
If the amount is greater than zero, explain in Part VI.
See instructions.		  
6 Remaining underdistributions for 2019. Subtract
lines 3h and 4b from line 1. If the amount is greater
than zero, explain in Part VI. See instructions.		  
7 Excess distributions carryover to 2020. Add lines
3j and 4c.		  
8 Breakdown of line 7:
a Excess from 2015.....  
b Excess from 2016.....  
c Excess from 2017.....  
d Excess from 2018.....  
e Excess from 2019.....  
Schedule A (Form 990 or 990-EZ) (2019)

Schedule A (Form 990 or 990-EZ) 2019
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) 2019


Additional Data


Software ID: 19010655
Software Version: 2019v5.0
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 Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2019
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 isn't covered by the General Rule and/or the Special Rules doesn't 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 doesn't 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) (2019)
Schedule B (Form 990, 990-EZ, or 990-PF) (2019) Page 2
Name of organization
Public Health Institute
  		Employer identification number
94-1646278
Part I
Contributors
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) (2019)
Schedule B (Form 990, 990-EZ, or 990-PF) (2019)
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) (2019)
Schedule B (Form 990, 990-EZ, or 990-PF) (2019)
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) (2019)

Additional Data


Software ID: 19010655
Software Version: 2019v5.0
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 BulletGo to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2019
Open to Public
Inspection
If the organization answered "Yes" on 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" on 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" on 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 (see instructions for definition of “political campaign activities")

2
Political campaign activity expenditures (see instructions) ....................................................................SchCMd Bullet
$  
3
Volunteer hours for political campaign activities (see instructions) ..................................................................
 

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-.
1
2
3
4
5
6
For Paperwork Reduction Act Notice, see the instructions for Form 990 or 990-EZ.
Cat. No. 50084S
Schedule C (Form 990 or 990-EZ) 2019

Schedule C (Form 990 or 990-EZ) 2019
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) ...................... 8,918  
b Total lobbying expenditures to influence a legislative body (direct lobbying) ........................ 71,455  
c Total lobbying expenditures (add lines 1a and 1b) ............................................................ 80,373  
d Other exempt purpose expenditures ............................................................................... 105,372,408  
e Total exempt purpose expenditures (add lines 1c and 1d) .................................................. 105,452,781  
f Lobbying nontaxable amount. Enter the amount from the following table in both
columns.		 1,000,000 0
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) 2016 (b) 2017 (c) 2018 (d) 2019 (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 71,526 69,828 62,620 80,373 284,347
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 20,202 6,390 865 8,918 36,375
Schedule C (Form 990 or 990-EZ) 2019


Schedule C (Form 990 or 990-EZ) 2019
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 on lines 1a through 1i below, provide in Part IV a detailed description of the lobbying activity.
(a)
Yes|No
(b)
Amount
1
During the year, did the filing organization attempt to influence foreign, national, state or local legislation, including any attempt to influence public opinion on a legislative matter or referendum, through the use of:
a
Volunteers? ...........................................................................................................
 
 
b
Paid staff or management (include compensation in expenses reported on lines 1c through 1i)? ........
 
 
c
Media advertisements? ...................................................................................................
 
 
 
d
Mailings to members, legislators, or the public? .............................................................................
 
 
 
e
Publications, or published or broadcast statements? ...........................................................
 
 
 
f
Grants to other organizations for lobbying purposes? ..........................................................
 
 
 
g
Direct contact with legislators, their staffs, government officials, or a legislative body? .......................
 
 
 
h
Rallies, demonstrations, seminars, conventions, speeches, lectures, or any similar means? ..................
 
 
 
i
Other activities? ...................................................................................................................
 
 
 
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) 2019


Additional Data


Software ID: 19010655
Software Version: 2019v5.0

SCHEDULE D
(Form 990)
Department of the Treasury
Internal Revenue Service
Supplemental Financial Statements
SchDMd Bullet Complete if the organization answered "Yes," on 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.
SchDMd Bullet Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2019
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" on 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" on 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 7/25/06, 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, handling of violations, and enforcing conservation easements during the year
SchDMd Bullet  
7
Amount of expenses incurred in monitoring, inspecting, handling of violations, 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" on Form 990, Part IV, line 8.
1a
If the organization elected, as permitted under FASB 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 FASB 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 on 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 FASB ASC 958 relating to these items:
a
Revenue included on 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) 2019

Schedule D (Form 990) 2019
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" on 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" on Form 990, Part IV, line 10.
(a) Current year (b) Prior year (c) Two years back (d) Three years back (e) Four years back
1a Beginning of year balance ....          
b Contributions ...          
c 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
Term endowment SchDMd Bullet  
The percentages on 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" on 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" on 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 ....   4,277,961 2,402,226 1,875,735
e Other .....        
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).)..SchDMdBullet 1,875,735
Schedule D (Form 990) 2019

Schedule D (Form 990) 2019
Page 3
Part VII
Investments—Other Securities.
Complete if the organization answered "Yes" on 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........    
(3)Other
(B)
(C)
(D)
(E)
(F)
(G)
(H)
(I)
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' on 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
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
(10)
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' on Form 990, Part IV, line 11d. See Form 990, Part X, line 15.
(a) Description (b) Book value
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
(10)
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' on Form 990, Part IV, line 11e or 11f. See Form 990, Part X, line 25.
1.(a) Description of liability (b) Book value
(1) Federal income taxes  
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)Small Bullet 448,975
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) 2019

Schedule D (Form 990) 2019
Page 4
Part XI Reconciliation of Revenue per Audited Financial Statements With Revenue per Return. Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.
1 Total revenue, gains, and other support per audited financial statements ....... 1 120,889,196
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 0
e Add lines 2a through 2d ..................... 2e 0
3 Subtract line 2e from line 1.................. 3 120,889,196
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 0
c Add lines 4a and 4b.................... 4c 0
5 Total revenue. Add lines 3 and 4c. (This must equal Form 990, Part I, line 12.) ...... 5 120,889,196
Part XII Reconciliation of Expenses per Audited Financial Statements With Expenses per Return. Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.
1 Total expenses and losses per audited financial statements ........... 1 121,082,709
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 0
e Add lines 2a through 2d.................... 2e 0
3 Subtract line 2e from line 1................... 3 121,082,709
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 0
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.) ...... 5 121,082,709
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
Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote The Institute is exempt from Federal income taxes under Section 501(c)(3) of the Internal Revenue Code and from state income and franchise taxes under Section 23701d of the California Revenue and Taxation Code, except to the extent of unrelated business taxable income as defined under Internal Revenue Code Sections 511 through 515. A provision for income taxes has not been recorded in the accompanying financial statements. The Institute is not a private foundation. For the years ended December 31, 2019 and 2018, the Institute has documented its consideration of 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. Tax positions taken related to the Institute's tax exempt status, unrelated business activities taxable income and deductibility of expenses and other miscellaneous tax positions have been reviewed, and management is of the opinion that material positions taken by the Institute would more likely than not be sustained by examination. Accordingly, the Institute has not recorded an income tax liability for uncertain tax benefits as of December 31, 2019 and 2018 nor does it expect there will be a material change in the twelve months following the year ended December 31, 2019. As of December 31, 2019, the Institute's tax years ended December 31, 2015 through December 31, 2019 remain subject to examination in the United States federal tax jurisdiction and the tax years ended December 31, 2014 through December 31, 2019 remain subject to examination in the California state tax jurisdiction.
Schedule D (Form 990) 2019


Additional Data


Software ID: 19010655
Software Version: 2019v5.0




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 Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2019
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" on 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 the region (d) Activities conducted in region (by type) (such as, 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 the region		 (f) Total expenditures
for and investments
in the region
Central America and the Caribbean 0 0 Program Services Capacity Building 59,617
Sub-Saharan Africa 0 0 Program Services Capacity Building 976,332
Sub-Saharan Africa 0 0 Program Services Technical Assistance 1,563,878
Central America and the Caribbean 0 0 Program Services Leadership Development 104,154
Central America and the Caribbean 0 0 Program Services Research 148,666
Central America and the Caribbean 0 1 Program Services Technical Assistance 5,496,564
East Asia and the Pacific 1 8 Program Services Technical Assistance 521,667
Central America and the Caribbean 0 0 ,Grants to recipients located in the region   80,000
East Asia and the Pacific 0 0 ,Grants to recipients located in the region   290,422
Europe (Including Iceland and Greenland) 0 0 ,Grants to recipients located in the region   104,824
North America (Canada & Mexico only) 0 0 ,Grants to recipients located in the region   74,535
South Asia 0 0 ,Grants to recipients located in the region   20,000
Sub-Saharan Africa 0 0 ,Grants to recipients located in the region   712,019
           
           
           
           
3a Sub-total .... 1 9 10,152,678
b Total from continuation sheets to Part I ... 0 0 0
c Totals (add lines 3a and 3b) 1 9 10,152,678
For Paperwork Reduction Act Notice, see the Instructions for Form 990.Cat. No. 50082W Schedule F (Form 990) 2019
Schedule F (Form 990) 2019
Page 2
Part II
Grants and Other Assistance to Organizations or Entities Outside the United States. Complete if the organization answered "Yes" on 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)		 (c) Region (d) Purpose of
grant 		(e) Amount of
cash grant 		(f) Manner of
cash
disbursement 		(g) Amount
of noncash
assistance 		(h) Description
of noncash
assistance 		(i) Method of
valuation
(book, FMV,
appraisal, other)
Sub-Saharan Africa Capacity Building 268,147 WIRE      
Sub-Saharan Africa Technical Assistance 127,372 WIRE      
Europe (Including Iceland and Greenland) Technical Assistance 104,824 WIRE      
Sub-Saharan Africa Technical Assistance 63,000 WIRE      
East Asia and the Pacific Research 57,824 WIRE      
East Asia and the Pacific Training 45,000 WIRE      
East Asia and the Pacific Technical Assistance 40,992 WIRE      
East Asia and the Pacific Training 37,600 WIRE      
Sub-Saharan Africa Technical Assistance 30,000 WIRE      
North America (Canada & Mexico only) Technical Assistance 30,000 WIRE      
North America (Canada & Mexico only) Research 44,535 WIRE      
Central America and the Caribbean Capacity Building 20,000 WIRE      
Sub-Saharan Africa Technical Assistance 17,000 WIRE      
Sub-Saharan Africa Capacity Building 15,000 WIRE      
Sub-Saharan Africa Capacity Building 14,000 WIRE      
Sub-Saharan Africa Capacity Building 12,500 WIRE      
Sub-Saharan Africa Technical Assistance 12,000 WIRE      
Sub-Saharan Africa Capacity Building 12,000 WIRE      
Sub-Saharan Africa Technical Assistance 12,000 WIRE      
Sub-Saharan Africa Technical Assistance 12,000 WIRE      
Sub-Saharan Africa Technical Assistance 12,000 WIRE      
Sub-Saharan Africa Technical Assistance 12,000 WIRE      
East Asia and the Pacific Technical Assistance 12,000 WIRE      
Sub-Saharan Africa Technical Assistance 12,000 WIRE      
Sub-Saharan Africa Technical Assistance 12,000 WIRE      
Sub-Saharan Africa Technical Assistance 12,000 WIRE      
East Asia and the Pacific Technical Assistance 11,000 WIRE      
East Asia and the Pacific Technical Assistance 10,006 WIRE      
Sub-Saharan Africa Capacity Building 10,000 WIRE      
Central America and the Caribbean Capacity Building 10,000 WIRE      
East Asia and the Pacific Capacity Building 10,000 WIRE      
Sub-Saharan Africa Capacity Building 10,000 WIRE      
East Asia and the Pacific Technical Assistance 10,000 WIRE      
Sub-Saharan Africa Capacity Building 10,000 WIRE      
Sub-Saharan Africa Capacity Building 10,000 WIRE      
South Asia Capacity Building 10,000 WIRE      
South Asia Capacity Building 10,000 WIRE      
East Asia and the Pacific Technical Assistance 10,000 WIRE      
East Asia and the Pacific Technical Assistance 10,000 WIRE      
East Asia and the Pacific Technical Assistance 10,000 WIRE      
East Asia and the Pacific Technical Assistance 9,000 WIRE      
Central America and the Caribbean Capacity Building 8,750 WIRE      
Central America and the Caribbean Training 8,750 WIRE      
Central America and the Caribbean Training 8,750 WIRE      
Sub-Saharan Africa Capacity Building 8,500 WIRE      
East Asia and the Pacific Technical Assistance 8,500 WIRE      
Sub-Saharan Africa Capacity Building 8,500 WIRE      
East Asia and the Pacific Technical Assistance 8,500 WIRE      
Central America and the Caribbean Capacity Building 7,500 WIRE      
Central America and the Caribbean Capacity Building 7,500 WIRE      
Central America and the Caribbean Capacity Building 8,750 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
50
3 Enter total number of other organizations or entities .......................MediumBullet
0
Schedule F (Form 990) 2019
Schedule F (Form 990) 2019Page 3
Part III
Grants and Other Assistance to Individuals Outside the United States. Complete if the organization answered "Yes" on 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
noncash
assistance 		(g) Description
of noncash
assistance 		(h) Method of
valuation
(book, FMV,
appraisal, other)
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
Schedule F (Form 990) 2019
Schedule F (Form 990) 2019
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 separately 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; don't 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 separately file Form 5713, International Boycott Report (see Instructions for Form 5713; don't file with Form 990).. . . . . . . . . . . . . . . . . . . . . . . . . . . .
Schedule F (Form 990) 2019
Schedule F (Form 990) 2019
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
Schedule F, Part I, Line 2 Procedures for monitoring use of grant funds 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 Uniform Guidance 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, Part I, Line 2 PROCEDURES FOR MONITORING USE OF GRANT FUNDS 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 Uniform Guidance 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) 2019
Additional Data


Software ID: 19010655
Software Version: 2019v5.0




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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," on Form 990, Part IV, line 21 or 22.
lBullet Attach to Form 990.
lBullet Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2019
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" on 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
noncash assistance		 (h) Purpose of grant
or assistance
(1) RESCUE AGENCY PUBLIC BENEFIT LLC
2437 MORENA BLVD
SAN DIEGO,CA92110 		47-1335192 501(C)(3) 1,751,792       Technical Assistance
(2) UNIVERSITY OF FLORIDA
POBOX113001-123 GRINTER HAll
GAINESVILLE,FL326113001 		59-6002052 501(C)(3) 1,542,757       Research
(3) UNIVERSITY OF SOUTHERN CALIFORNIA
1975 ZONAL AVE KAM 314
LOS ANGELES,CA900899025 		95-1642394 501(C)(3) 745,802       Research
(4) JOHNS HOPKINS UNIVERSITY
12529 COLLECTIONS CENTER DRIVE
CHICAGO,IL60693 		52-0595110 501(C)(3) 603,252       Technical Assistance
(5) CEP AMERICA - CALIFORNIA
2100 POWELL ST STE 400
EMERYVILLE,CA94608 		94-2494000 501(C)(3) 588,250       Capacity Building
(6) THE REGENTS OF THE UNIVERSITY OF CA SF
3333 CALIFORNIA ST SUITE 315
SAN FRANCISCO,CA941430962 		94-6036493 Government 524,109       Technical Assistance
(7) ICF MACRO INC
PO BOX 536259
PITTSBURGH,PA152535904 		52-0955232 501(C)(3) 486,652       Research
(8) Consortium of Universities for Global Health
1608 RHODE ISLAND AVE NW
WASHINGTON,DC20036 		27-1481036 501(C)(3) 481,908       Technical Assistance
(9) ST JUDE CHILDREN'S RESEARCH HOSPITAL
262 DANNY THOMAS PLACE
MEMPHIS,TN381053678 		16-2064601 501(C)(3) 447,098       Research
(10) ALAMEDA HEALTH SYSTEM
PO BOX 45730
SAN FRANCISCO,CA941450730 		94-3302014 501(C)(3) 440,000       Capacity Building
(11) ST JOSEPH HEALTH NORTHERN CALIFORNIA LLC
2700 DOLBEER STREET
EUREKA,CA95501 		81-4791043 501(C)(3) 366,250       Capacity Building
(12) LACUSC MEDICAL CENTER FOUNDATION INC
1200 NORTH STATE STREET SUITE 1008
LOS ANGELES,CA90033 		95-4192908 501(C)(3) 342,750       Capacity Building
(13) ARROWHEAD REGIONAL MEDICAL CENTER
PO BOX 2206
COLTON,CA92324 		95-3213342 501(C)(3) 330,000       Capacity Building
(14) THE REGENTS OF THE UC SAN FRANCISCO
3333 CALIFORNIA STREET SUITE 315
SAN FRANCISCO,CA94143 		94-6036493 Government 330,000       Capacity Building
(15) OLIVE VIEW-UCLA EDUCATION & RESEARCH INS
14445 OLIVE VIEW DRIVE
SYLMAR,CA913421495 		95-2249539 501(C)(3) 330,000       Capacity Building
(16) TIDES CENTER
PO BOX 2680
BERKELEY,CA94702 		94-3213100 501(C)(3) 324,986       Technical Assistance
(17) DIGNITY HEALTH MERCY REDDING
185 BERRY STREET SUITE 300
SAN FRANCISCO,CA941071773 		94-1196203 501(C)(3) 290,000       Capacity Building
(18) WILLITS HOSPITAL INC
ONE MARCELA DRIVE
WILLITS,CA95482 		68-0108919 501(C)(3) 290,000       Capacity Building
(19) EL CENTRO REGIONAL MEDICAL CENTER
1415 ROSS AVENUE
EL CENTRO,CA92243 		95-1915820 501(C)(3) 290,000       Capacity Building
(20) INTERNATIONAL CENTER FOR RESEARCH
1120 20TH STREET NW STE500 NORTH
WASHINGTON,DC20036 		52-1081455 501(C)(3) 276,675       Capacity Building
(21) SCRIPPS HEALTH
4275 CAMPUS POINT COURT
SAN DIEGO,CA92121 		95-1684089 501(C)(3) 259,750       Capacity Building
(22) GLOBAL FUND FOR WOMEN INC
800 MARKET STREET 7TH FLOOR
SAN FRANCISCO,CA94102 		77-0155782 501(C)(3) 225,228       Leadership Development
(23) HAVEN WOMEN'S CENTER STANISLAUS
618 13TH STREET
MODESTO,CA95354 		94-2499361 501(C)(3) 204,992       Capacity Building
(24) KANSAS STATE UNIV RESEARCH FOUNDATION
2005 RESEARCH PARK CIRCLE STE105
MANHATTAN,KS665025020 		48-6106237 501(C)(3) 200,000       Technical Assistance
(25) UNIVERSITY FACULTY ASSOCIATES INC
2625 E DIVISADERO STREET
FRESNO,CA93721 		46-3969536 501(C)(3) 180,000       Capacity Building
(26) THE REGENTS OF THE UC IRVINE CAMPUS
414 INNOVATION SUITE 250
IRVINE,CA926977600 		95-2226406 Government 180,000       Capacity Building
(27) SANTA BARBARA COTTAGE HOSPITAL
PO BOX 689
SANTA BARBARA,CA931020689 		95-1644629 501(C)(3) 180,000       Capacity Building
(28) THE REGENTS OF THE UNIVERSITY OF CA DAVIS
1850 RESEARCH PARK DRIVE SUITE 300
DAVIS,CA956186153 		94-6036494 Government 180,000       Capacity Building
(29) DIGNITY HEALTH
185 BERRY STREET SUITE 300
SAN FRANCISCO,CA941071773 		94-1196203 501(C)(3) 180,000       Capacity Building
(30) MARSHALL MEDICAL CENTER
PO BOX 872
PLACERVILLE,CA95667 		94-1450151 501(C)(3) 180,000       Capacity Building
(31) CONTRA COSTA COUNTY
597 CENTER AVE SUITE 110
MARTINEZ,CA94553 		94-6000509 Government 180,000       Capacity Building
(32) LACHARBOR-UCLA MEDICAL CENTER
1000 WEST CARSON STREET BOX 479
TORRANCE,CA90509 		95-6000927 501(C)(3) 180,000       Capacity Building
(33) THE REGENTS OF THE UC SAN DIEGO CAMPUS
200 W ARBOR DRIVE
SAN DIEGO,CA92103 		95-6006144 501(C)(3) 180,000       Capacity Building
(34) ASIAN HEALTH SERVICES
818 WEBSTER STREET
OAKLAND,CA94607 		94-2235908 501(C)(3) 165,820       Technical Assistance
(35) SAN FRANCISCO GENERAL HOSPITAL
2789 25TH STREET SUITE 2028
SAN FRANCISCO,CA94110 		94-3189424 501(C)(3) 150,000       Capacity Building
(36) SANTA ROSA COMMUNITY HEALTH CENTERS
3569 ROUND BARN CIRCLE
SANTA ROSA,CA95403 		68-0365296 501(C)(3) 150,000       Capacity Building
(37) ALLIANCE FOR COMMUNITY TRANSFORMATIONS
POBOX 2075
MARIPOSA,CA95338 		77-0272319 501(C)(3) 149,398       Capacity Building
(38) WORLD PULSE VOICES
411 NE 19TH AVE BLDG 1 1ST FL
PORTLAND,OR97232 		41-2065177 501(C)(3) 142,526       Leadership Development
(39) KAWEAH DELTA HOSPITAL FOUNDATION
216 S JOHNSON ST
VISALIA,CA93291 		94-2675456 501(C)(3) 140,000       Capacity Building
(40) DIGNITY HEALTH BAKERSFIELD MEMORIAL
420 34th Street
Bakersfield,CA93301 		94-1196203 501(C)(3) 140,000       Capacity Building
(41) SAN FRANCISCO EMERGENCY MEDICAL
601 VAN NESS SUITE E3619
SAN FRANCISCO,CA94102 		94-3278555   140,000       Capacity Building
(42) SIERRA NEVADA MEMORIAL HOSPITAL
140 LITTON DRIVE
GRASS VALLEY,CA95945 		68-0005939 501(C)(3) 140,000       Capacity Building
(43) HANFORD COMMUNITY HOSPITAL
115 MALL DRIVE
HANFORD,CA93230 		94-0535360 501(C)(3) 140,000       Capacity Building
(44) NORTHERN INYO HEALTHCARE DISTRICT
150 PIONEER LN
BISHOP,CA93514 		95-6005449 501(C)(3) 140,000       Capacity Building
(45) TEMPLE UNIVERSITY - OF THE COMMONWEALTH
1801 N BROAD STREET
PHILADELPHIA,PA191226003 		23-1365971 501(C)(3) 133,571       Research
(46) UNIVERSITY OF NORTH DAKOTA
264 CENTENNIAL DRTWAMLEY HALL
GRAND FORKS,ND582027306 		45-6002491 501(C)(3) 125,239       Technical Assistance
(47) SJSU RESEARCH FOUNDATION
210 N 4TH ST 4TH FLOOR
SAN JOSE,CA951125569 		94-6017638 501(C)(3) 125,188       Research
(48) COUNTY OF RIVERSIDEDEPARTMENT OF PUBLIC
4065 COUNTY CIRCLE DRIVE
RIVERSIDE,CA92503 		95-6000930 Government 122,500       Technical Assistance
(49) HUMAN IMPACT PARTNERS
304 12TH STREET SUITE 2B
OAKLAND,CA94607 		27-0193587 501(C)(3) 120,000       Technical Assistance
(50) SAN GORGONIO MEMORIAL HOSPITAL
600 N HIGHLAND SPRINGS AVE
BANNING,CA92220 		33-0420041 501(C)(3) 120,000       Capacity Building
(51) PLUMAS DISTRICT HOSPITAL
1065 BUCKS LAKE ROAD
QUINCY,CA95971 		94-6036992 501(C)(3) 120,000       Capacity Building
(52) UNIVERSITY OF WASHINGTON
1510 SAN JUAN RD
SEATTLE,WA981957920 		91-6001537 501(C)(3) 116,947       Technical Assistance
(53) CERES UNIFIED SCHOOL DISTRICT
PO BOX 307
CERES,CA95307 		38-3945601 501(C)(3) 109,437       Capacity Building
(54) INSTITUTO FAMILIAR DE LA RAZA INC
2919 MISSION ST
SAN FRANCISCO,CA94110 		94-2523608 501(C)(3) 103,384       Capacity Building
(55) FOOD BANK OF EL DORADO COUNTY
3291 B COACH LANE
CAMERON PARK,CA95682 		68-0457594 501(C)(3) 102,120       Technical Assistance
(56) PORT CITY OPERATING COMPANY LLC
1800 N CALIFORNIA STREET
STOCKTON,CA95204 		46-5322209 501(C)(3) 100,000       Capacity Building
(57) MERCED COUNTY OFFICE OF EDUCATION
632 W 13TH STREET
MERCED,CA95341 		94-6002379 Government 98,307       Capacity Building
(58) ADVENTIST HEALTH CLEARLAKE HOSPITAL INC
POBOX 6710
CLEARLAKE,CA95422 		68-0395149 501(C)(3) 89,750       Capacity Building
(59) ANTELOPE VALLEY HEALTHCARE DISTRICT
1600 WEST AVENUE J
LANCASTER,CA93534 		95-6005217 501(C)(3) 80,250       Capacity Building
(60) PORT CITY OPERATING COMPANY LLC
1800 N CALIFORNIA STREET
STOCKTON,CA95204 		46-5322209 501(C)(3) 80,000       Capacity Building
(61) POMONA VALLEY HOSPITAL MEDICAL CENTER
1798 N GAREY AVENUE
POMONA,CA91767 		95-1115230 501(C)(3) 80,000       Capacity Building
(62) DIGNITY HEALTH-STBERNARDINE'S
2101 N WATERMAN AVE
SAN BERNARDINO,CA92404 		94-1196203 501(C)(3) 80,000       Capacity Building
(63) DIGNITY HEALTH-ST MARY LONG BEACH
1050 LINDEN AVE
LONG BEACH,CA90813 		94-1196203 501(C)(3) 79,750       Capacity Building
(64) SOUTHERN MONO HEALTHCARE DISTRICT
85 SIERRA PARK ROAD
MAMMOTH LAKES,CA93546 		95-3154530 501(C)(3) 79,500       Capacity Building
(65) DISABILITY RIGHTS EDUCATION & DEFENSE
3075 ADELINE STREET SUITE 210
BERKELEY,CA94703 		94-2620758 501(C)(3) 78,360       Technical Assistance
(66) COMMUNITY HOSPITAL OF THE MONTEREY
POST OFFICE BOX HH
MONTEREY,CA93942 		94-0760193 501(C)(3) 77,750       Capacity Building
(67) DIGNITY HEALTH MERCY MERCED MEDICAL
333 MERCY AVENUE
MERCED,CA95340 		94-1196203 501(C)(3) 77,500       Capacity Building
(68) HAZEL HAWKINS HOSPITAL FOUNDATION
911 SUNSET DRIVE
HOLLISTER,CA95023 		94-2497062 501(C)(3) 77,000       Capacity Building
(69) DIGNITY HEALTH-DOMINICAN SANTA CRUZ
1555 SOQUEL DRIVE
SANTA CRUZ,CA95062 		94-1196203 501(C)(3) 76,750       Capacity Building
(70) COUNTY OF SANTA CLARA
751 S BASCOM AVE
SAN JOSE,CA95128 		94-6000533 Government 76,500       Capacity Building
(71) MERCY FOUNDATION
3400 DATA DRIVE
RANCHO CORDOVA,CA95670 		23-7072762 501(C)(3) 76,250       Capacity Building
(72) COUNTY OF SAN JOAQUIN
PO BOX 1499
FRENCH CAMP,CA95231 		94-6000531 Government 76,250       Capacity Building
(73) THE REGENTS OF THE UNIVERSITY OF CA SF
3333 CALIFORNIA ST SUITE 315
SAN FRANCISCO,CA941430962 		94-6036493 Government 75,750       Capacity Building
(74) DIGNITY HEALTH SAINT FRANCIS MEMORIAL
900 HYDE STREET
SAN FRANCISCO,CA94109 		94-1156295 501(C)(3) 75,750       Capacity Building
(75) SUTTER BAY HOSPITALS
2000 POWELL STREET 10TH FL
EMERYVILLE,CA94608 		94-0562680 501(C)(3) 75,750       Capacity Building
(76) AGRICULTURAL INSTITUTE OF MARIN
400 SMITH RANCH RD SUITE D
SAN RAFAEL,CA94903 		86-1156712 501(C)(3) 75,000       Technical Assistance
(77) BROWN UNIVERSITY
BOX 1929 164 ANGELL STREET
PROVIDENCE,RI029129002 		05-0258809 501(C)(3) 69,921       Research
(78) CALIFORNIA STATE UNIVERSITY SACRAMENTO
6000 J STREET MS 6052
SACRAMENTO,CA958196010 		68-0365325 Government 60,000       Technical Assistance
(79) NEW YORK UNIVERSITY
665 BROADWAY SUITE 801
NEW YORK,NY10012 		13-5562308 501(C)(3) 55,509       Technical Assistance
(80) GLOBAL WOMEN'S LEADERSHIP NETWORK
1484 POLLARD ROAD STE141
LOS GATOS,CA95032 		46-1830178 501(C)(3) 55,000       Leadership Development
(81) INSTITUTO FAMILIAR DE LA RAZA INC
2919 MISSION ST
SAN FRANCISCO,CA94110 		94-2523608 501(C)(3) 54,745       Technical Assistance
(82) PROSPERITY NOW
1200 G STREET NW SUITE 400
WASHINGTON,DC20005 		52-1141804 501(C)(3) 54,554       Capacity Building
(83) CITY OF LONG BEACH DEPARTMENT OF HEALTH
333 WEST OCEAN BLVD
LONG BEACH,CA90802 		95-6000733 Government 52,250       Technical Assistance
(84) CALIFORNIA INDIAN MUSEUM & CULTURAL Center
5250 AERO DR
SANTA ROSA,CA95403 		94-3244506 501(C)(3) 50,000       Technical Assistance
(85) CALIFORNIA LIBRARY ASSOCIATION
1055 E COLORADO BLVD SUITE 500
PASADENA,CA91106 		94-1337634 Government 50,000       Technical Assistance
(86) THE FINANCIAL INNOVATIONS CENTER INC
135 SOUTH LASALLE STE 2125
CHICAGO,IL60603 		20-3006098 501(C)(3) 50,000       Capacity Building
(87) THE REGENTS OF THE UNIVERSITY OF CA
PO BOX 989062
WEST SACRAMENTO,CA957989062 		94-6036494 Government 47,721       Technical Assistance
(88) SAN FRANCISCO PUBLIC HEALTH FOUNDATION
375 LAGUNA HONDA BLVD B303
SAN FRANCISCO,CA94116 		94-3117093 501(C)(3) 45,000       Technical Assistance
(89) THE REGENTS OF THE UNIVERSITY OF CA
UNIVERISTY OF CALIFORNIA DAVIS
WEST SACRAMENTO,CA957989062 		94-6036494 Government 44,535       Capacity Building
(90) FRESNO COUNTY ECONOMIC OPPORTUNITIES
1920 MARIPOSA MALL STE 330
FRESNO,CA93721 		94-1606519 501(C)(3) 40,000       Technical Assistance
(91) DIMAGI INC
585 MASSACHUSETTS AVE SUITE 3
CAMBRIDGE,MA02139 		83-0343298 501(C)(3) 39,000       Core Support
(92) REGENTS OF THE UNIVERSITY OF CA
50 UNIVERSITY HALL 7360
BERKELEY,CA947207360 		94-6002123 Government 35,659       Technical Assistance
(93) ASIAN HEALTH SERVICES
818 WEBSTER STREET
OAKLAND,CA94607 		94-2235908 501(C)(3) 30,000       Capacity Building
(94) BLUEPATH HEALTH INC
929 SIR FRANCES DRAKE BLVD
KENTFIELD,CA94904 		46-3484135 501(C)(3) 30,000       Technical Assistance
(95) The Board of Trustees of the Leland Stanford Junior University
3172 PORTER DRIVE
PALO ALTO,CA94304 		94-1156365 501(C)(3) 28,675       Research
(96) ADVENTIST HEALTH CLEARLAKE HOSPITAL INC
POBOX 6710
CLEARLAKE,CA95422 		68-0395149 501(C)(3) 27,250       Technical Assistance
(97) NORTH COAST HEALTH IMPROVEMENT & Information Network
2662 HARRIS STREET
EUREKA,CA95503 		27-4520226 501(C)(3) 27,250       Technical Assistance
(98) YWCA OF SAN GABRIEL VALLEY
943 NORTH GRAND AVENUE
COVINA,CA91724 		95-1641967 501(C)(3) 27,250       Technical Assistance
(99) HEALTH EDUCATION COUNCIL
3950 INDUSTRIAL BLVD 600
WEST SACRAMENTO,CA95691 		68-0249296 501(C)(3) 27,250       Technical Assistance
(100) PUBLIC HEALTH FOUNDATION ENTERPRISESINC
13300 CROSSROADS PARKWAY NORTH
CITY OF INDUSTRY,CA91746 		95-2557063 501(C)(3) 27,250       Technical Assistance
(101) DKT INTERNATIONAL INC
1001 CONNECTICUT AVE NW STE800
WASHINGTON,DC20036 		58-1593137 501(C)(3) 26,400       Capacity Building
(102) UNIVERSITY OF NORTH DAKOTA
264 CENTENNIAL DRTWAMLEY HALL
GRAND FORKS,ND582027306 		45-6002491 501(C)(3) 25,120       Research
(103) TIDES CENTER
PO BOX 2680
BERKELEY,CA94702 		94-3213100 501(C)(3) 25,000       Technical Assistance
(104) COUNTY OF LOS ANGELES DEPT OF PUBLIC HEALTH
5555 FERGUSON DR ROOM 100-50
CITY OF COMMERCE,CA90022 		95-6000927 Government 25,000       Technical Assistance
(105) CALAVERAS HEALTH AND HUMAN SERVICES
891 MOUNTAIN RANCH RD
SAN ANDREAS,CA95249 		94-6000507 501(C)(3) 25,000       Technical Assistance
(106) STANISLAUS COUNTY
830 SCENIC DRIVE
MODESTO,CA95353 		94-6000540 Government 25,000       Technical Assistance
(107) FRESNO METRO MINISTRY
4270 N BLACKSTONE AVE 212
FRESNO,CA937261907 		94-2181848 501(C)(3) 23,000       Technical Assistance
(108) COPE FAMILY CENTER
707 RANDOLPH STREET
NAPA,CA94558 		94-2322399 501(C)(3) 23,000       Technical Assistance
(109) COLUMBIA UNIVERSITY
PO BOX 1385
NEW YORK,NY100081385 		13-5598093 501(C)(3) 22,766       Research
(110) CENTRAL COAST ALLIANCE UNITED FOR A Sustainable Economy
2021 SPERRY AVE SUITE 9
VENTURA,CA93003 		77-0578864 501(C)(3) 22,500       Technical Assistance
(111) STARTING OVER INC
1390 W 6TH STREET SUITE 100
CORONA,CA92882 		90-0455003 501(C)(3) 22,500       Technical Assistance
(112) EDEN I&R INC
570 B STREET
HAYWARD,CA94541 		94-2339050 501(C)(3) 21,103       Technical Assistance
(113) VIETNAMESE AMERICAN COMMUNITY CENTER OF the East Bay
655 INTERNATIONAL BLVD
OAKLAND,CA94606 		20-5358946 501(C)(3) 21,103       Technical Assistance
(114) LA FAMILIA COUNSELING CENTER INC
5523 - 34TH STREET
SACRAMENTO,CA958204725 		94-2270786 501(C)(3) 20,000       Technical Assistance
(115) MONTEREY COUNTY RAPE CRISIS CENTER
PO BOX 2630
MONTEREY,CA93942 		94-2389889 501(C)(3) 20,000       Technical Assistance
(116) GIRLS INCORPORATED OF WEST CONTRA COSTA
260 BROADWAY
RICHMOND,CA94804 		51-0172193 501(C)(3) 20,000       Technical Assistance
(117) CENTER FOR YOUNG WOMEN'S DEVELOPMENT
832 FOLSOM ST STE 700
SAN FRANCISCO,CA94107 		94-3227681 501(C)(3) 20,000       Technical Assistance
(118) STATE OF HAWAII DEPARTMENT OF HEALTH
919 ALA MOANA BLVD SUITE 101
HONOLULU,HI96814 		99-6000449 501(C)(3) 19,780       Technical Assistance
(119) SEQUOIA FOUNDATION
2166-D AVENIDA DE LA PLAYA
LA JOLLA,CA92037 		33-0100208 501(C)(3) 19,452       Research
(120) EGLISE FRANCO AMERICAINE DE LA NOUVELLE
2727 COLLEGE AVENUE
BERKELEY,CA94705 		20-8517897 501(C)(3) 18,858       Technical Assistance
(121) EDUCATION TRAINING & RESEARCH ASSOCIATE
100 ENTERPRISE WAY SUITE G300
SCOTTS VALLEY,CA95066 		94-2760764 501(C)(3) 17,000       Capacity Building
(122) CA SCHOOL-BASED HEALTH ALLIANCE
1203 PRESERVATION PARK WAY302
OAKLAND,CA94612 		94-3201896 501(C)(3) 17,000       Technical Assistance
(123) BREAST CANCER ACTION
275 FIFTH ST 307
SAN FRANCISCO,CA94103 		94-3138992 501(C)(3) 17,000       Research
(124) SAN JUAN UNIFIED SCHOOL DISTRICT
4925 DEWEY DRIVE
FAIR OAKS,CA95628 		94-6002533 501(C)(3) 16,830       Capacity Building
(125) COMFORT HOMESAKE
3018 RAWSON ST
OAKLAND,CA94619 		56-2471878 501(C)(3) 15,827       Technical Assistance
(126) KAREN KAY SHORE
3272 WYMAN ST
OAKLAND,CA94619 		83-2807813 501(C)(3) 15,574       Technical Assistance
(127) ARIZONA CENTER FOR DISABILITY LAW
5025 EAST WASHINGTON ST 202
PHOENIX,AZ85034 		23-7408586 501(C)(3) 14,786       Technical Assistance
(128) REGENTS OF UC SAN FRANCISCO
1855 FOLSOM STREET STE 425
SAN FRANCISCO,CA941430897 		94-6036493 Government 14,275       Capacity Building
(129) NORTH COAST HEALTH IMPROVEMENT & Information Network
2662 HARRIS STREET
EUREKA,CA95503 		27-4520226 501(C)(3) 14,250       Capacity Building
(130) THE TRUSTEES OF INDIANA UNIVERSITY
980 INDIANA AVENUE ROOM LV2232
INDIANAPOLIS,IN462022915 		35-6001673 501(C)(3) 14,215       Research
(131) HUMAN IMPACT PARTNERS
304 12TH STREET SUITE 2B
OAKLAND,CA94607 		27-0193587 501(C)(3) 13,750       Research
(132) CITY OF LONG BEACH DEPARTMENT OF HEALTH
333 WEST OCEAN BLVD
LONG BEACH,CA90802 		95-6000733 Government 12,750       Capacity Building
(133) FRESNO METRO MINISTRY
4270 N BLACKSTONE AVE 212
FRESNO,CA937261907 		94-2181848 501(C)(3) 12,750       Capacity Building
(134) YWCA OF SAN GABRIEL VALLEY
943 NORTH GRAND AVENUE
COVINA,CA91724 		95-1641967 501(C)(3) 12,750       Capacity Building
(135) HEALTH EDUCATION COUNCIL
3950 INDUSTRIAL BLVD 600
WEST SACRAMENTO,CA95691 		68-0249296 501(C)(3) 12,750       Capacity Building
(136) COPE FAMILY CENTER
707 RANDOLPH STREET
NAPA,CA94558 		94-2322399 501(C)(3) 12,750       Capacity Building
(137) PUBLIC HEALTH FOUNDATION ENTERPRISESINC
13300 CROSSROADS PARKWAY NORTH
CITY OF INDUSTRY,CA91746 		95-2557063 501(C)(3) 12,750       Capacity Building
(138) FRIENDS OF CHILDREN WITH SPECIAL NEEDS
2300 PERALTA BLVD
FREMONT,CA94536 		77-0446853 501(C)(3) 12,572       Technical Assistance
(139) SAN FRANCISCO BAY AREA PHYSICIANS FOR SOCIAL RESPONSIBILITY INC
870 MARKET STREET SUITE 578
SAN FRANCISCO,CA94102 		94-2702750 501(C)(3) 12,452       Capacity Building
(140) INTERNET SEXUALITY INFORMATION SERVICES
409 13TH STREET 14TH FLOOR
OAKLAND,CA94612 		94-3398862 501(C)(3) 12,000       Capacity Building
(141) CENTER FOR HUMAN SERVICES
2000 W BRIGGSMORE AVE
MODESTO,CA95350 		94-1725620 501(C)(3) 11,321       Capacity Building
(142) THE REGENTS OF THE UNIVERSITY OF CA
UNIVERISTY OF CALIFORNIA DAVIS
WEST SACRAMENTO,CA957989062 		94-6036494 Government 11,000       Technical Assistance
(143) ZERO BREAST CANCER
30 NORTH SAN PEDRO ROAD STE 160
SAN RAFAEL,CA94903 		68-0386016 501(C)(3) 10,552       Research
(144) WORLD INSTITUTE ON DISABILITY
3075 ADELINE STREET SUITE 155
BERKELEY,CA94703 		94-2911623 501(C)(3) 10,552       Technical Assistance
(145) LA FAMILIA COUNSELING CENTER INC
5523 - 34TH STREET
SACRAMENTO,CA958204725 		94-2270786 501(C)(3) 10,000       Capacity Building
(146) LA FAMILIA COUNSELING CENTER INC
5523 - 34TH STREET
SACRAMENTO,CA958204725 		94-2270786 501(C)(3) 10,000       Technical Assistance
(147) AXIS MAPS LLC
832 PAWNEE TRAIL
HEWITT,TX76643 		20-5162757   10,000       Technical Assistance
(148) SACRAMENTO CITY UNIFIED SCHOOL DISTRICT
5735 47TH AVE BOX763
SACRAMENTO,CA95824 		94-6002491 Government 10,000       Capacity Building
(149) GOSPEL TABERNACLE OF FAIR OAKS
7736 SUNSET AVENUE
FAIR OAKS,CA95628 		94-6083411 501(C)(3) 10,000       Capacity Building
(150) COUGAR PARENT COMMITTEE
6715 GLORIA DRIVE
SACRAMENTO,CA95831 		46-4200363 501(C)(3) 10,000       Capacity Building
(151) DAUGHTERS OF ZION ENTERPRYZ
6489 47TH STREET
SACRAMENTO,CA95823 		94-3288179 501(C)(3) 10,000       Capacity Building
(152) FEMINIST MAJORITY FOUNDATION
1600 WILSON BLVD SUITE 801
ARLINGTON,VA22209 		54-1426440 501(C)(3) 10,000       Capacity Building
(153) NATIONAL COALITION OF 100 BLACK WOMEN
PO BOX 7814
CITRUS HEIGHTS,CA95621 		30-0021458 501(C)(3) 10,000       Capacity Building
(154) MANAGEMENT SYSTEMS INTERNATIONAL
1130 CONNECTICUT AVE NW 200
WASHINGTON,DC20036 		52-1215041   9,906       Technical Assistance
(155) THE SHERIFF'S COMMUNITY IMPACT PROGRAM
2350 NORTHROP AVENUE
SACRAMENTO,CA95825 		27-3457087 501(C)(3) 9,669       Capacity Building
(156) SIERRA FOOTHILLS VILLAGE
PO BOX 1010
NEVADA CITY,CA95959 		38-4028858 501(C)(3) 9,660       Technical Assistance
(157) THE FOOD BANK OF NEVADA COUNTY
310 RAILROAD AVENUE
GRASS VALLEY,CA95945 		68-0083105 501(C)(3) 9,660       Technical Assistance
(158) NORTH VALLEY COMMUNITY FOUNDATION
240 MAIN ST STE 260
CHICO,CA95928 		68-0161455 501(C)(3) 9,660       Technical Assistance
(159) GOLD COUNTRY COMMUNITY SERVICES
841 OLD TUNNEL ROAD
GRASS VALLEY,CA95945 		94-2436273 501(C)(3) 9,660       Technical Assistance
(160) INDEPENDENT LIVING CENTER OF SOUTHERN CA
14407 GILMORE ST STE 101
VAN NUYS,CA914011400 		95-3026060 501(C)(3) 9,506       Technical Assistance
(161) ABILITY 360
5025 E WASHINGTON ST STE 200
PHOENIX,AZ850341101 		86-0486447 501(C)(3) 9,487       Technical Assistance
(162) THE REGENTS OF THE UNIVERSITY OF CA SF
3333 CALIFORNIA ST SUITE 315
SAN FRANCISCO,CA941430962 		94-6036493 Government 8,676       Research
(163) NEIGHBORHOOD CENTER OF THE ARTS
200 LITTON DR STE 212
GRASS VALLEY,CA95945 		68-0049004 501(C)(3) 8,108       Technical Assistance
(164) CALIFORNIA ASSOCIATION OF ENVIRONMENTAL
POBOX 2017
CAMERON PARK,CA95682 		94-1675492 501(C)(3) 7,500       Technical Assistance
(165) ELEVATE LIFE CHURCH INC
4333 FLORIN ROAD
SACRAMENTO,CA95823 		27-3182647 501(C)(3) 7,500       Capacity Building
(166) REGENTS OF THE UNIVERSITY OF CA
50 UNIVERSITY HALL 7360
BERKELEY,CA947207360 		94-6002123 Government 6,512       Research
(167) EASY DOES IT EMERGENCY SERVICE
3271 ADELINE ST UNIT B
BERKELEY,CA94703 		94-3227346 501(C)(3) 6,511       Technical Assistance
(168) UNIVERSITY OF KANSAS CENTER
2385 IRVING HILL ROAD
LAWRENCE,KS66045 		48-0680117 501(C)(3) 6,094       Research
(169) HEALTH CARE CENTERS IN SCHOOLS
POBOX 64749
BATON ROUGE,LA708964749 		72-1443935 501(C)(3) 6,000       Technical Assistance
(170) CHRISTIANA CARE HEALTH SERVICES INC
4755 OGLETOWN-STANTON ROAD
NEWARK,DE197182200 		51-0103684 501(C)(3) 6,000       Technical Assistance
(171) UNIVERSITY OF HAWAII FOUNDATION
PO BOX 11270
HONOLULU,HI968220270 		99-0085260 501(C)(3) 6,000       Technical Assistance
(172) MEDSTAR GEORGETOWN MEDICAL CENTER INC
3800 RESERVOIR ROAD NW
WASHINGTON,DC20007 		52-2218584 501(C)(3) 6,000       Technical Assistance
(173) FRIENDS RESEARCH INSTITUTE INC
17215 STUDEBAKER ROAD STE 380
CERRITOS,CA90703 		52-0701445 501(C)(3) 5,706       Research
2
Enter total number of section 501(c)(3) and government organizations listed in the line 1 table ................. Bullet Image
139
3
Enter total number of other organizations listed in the line 1 table ........................ . Bullet Image
3
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50055P
Schedule I (Form 990) 2019

Schedule I (Form 990) 2019
Page 2
Part III
Grants and Other Assistance to Domestic Individuals. Complete if the organization answered "Yes" on 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
noncash assistance		 (e) Method of valuation (book,
FMV, appraisal, other)		 (f) Description of noncash assistance
(1) Technical Assistance 1 7,000      
(1)
(2)
(3)
(4)
(5)
(6)
(7)
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
Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds. 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 UNIFORM GUIDANCE REQUIREMENTS WHERE APPLICABLE. PHI EMPLOYEES MAINTAIN REGULAR CONTACT WITH THE GRANTEE, REVIEW FINANCIAL AND PERFORMANCE REPORTS SUBMITTED BY THE GRANTEE, MAKE APPROPRIATE INQUIRIES.
Schedule I (Form 990) 2019



Additional Data


Software ID: 19010655
Software Version: 2019v5.0


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" on Form 990, Part IV, line 23.
SchJMediumBullet Attach to Form 990.
SchJMediumBullet Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2019
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 on 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 on 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 on 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 on 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 on 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," on line 5a or 5b, describe in Part III.
6
For persons listed on 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," on line 6a or 6b, describe in Part III.
7
For persons listed on Form 990, Part VII, Section A, line 1a, did the organization provide any nonfixed
payments not described in lines 5 and 6? If "Yes," describe in Part III ............
7
Yes
 
8
Were any amounts reported on 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" on 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) 2019

Schedule J (Form 990) 2019
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 on 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 on prior Form 990
(i) Base
compensation 		(ii) Bonus & incentive
compensation 		(iii) Other reportable compensation
1Dr Mary A Pittman
 
President & CEO 		(i)

(ii)		 418,947
-------------
0 		28,171
-------------
0 		34,859
-------------
0 		28,000
-------------
0 		31,060
-------------
0 		541,037
-------------
0 		0
-------------
0
2Denise Dunning PhD
 
Board Member, PI Program Director 		(i)

(ii)		 166,689
-------------
0 		3,357
-------------
0 		343
-------------
0 		16,712
-------------
0 		11,348
-------------
0 		198,449
-------------
0 		0
-------------
0
3Tamar Dorfman
 
Chief Financial Officer 		(i)

(ii)		 229,778
-------------
0 		0
-------------
0 		20,308
-------------
0 		26,155
-------------
0 		30,352
-------------
0 		306,593
-------------
0 		0
-------------
0
4B Melange Matthews
 
Chief of Staff / COO 		(i)

(ii)		 292,301
-------------
0 		1,000
-------------
0 		6,200
-------------
0 		28,000
-------------
0 		25,702
-------------
0 		353,203
-------------
0 		0
-------------
0
5Elizabeth O'Connor
 
PI Program Director IV 		(i)

(ii)		 172,344
-------------
0 		0
-------------
0 		19,602
-------------
0 		19,186
-------------
0 		12,356
-------------
0 		223,488
-------------
0 		0
-------------
0
6Amy Bloom
 
Technical Advisor - USSTA 		(i)

(ii)		 245,544
-------------
0 		0
-------------
0 		3,508
-------------
0 		24,606
-------------
0 		13,839
-------------
0 		287,497
-------------
0 		0
-------------
0
7Baker Maggwa
 
Technical Advisor IV 		(i)

(ii)		 231,206
-------------
0 		0
-------------
0 		6,782
-------------
0 		24,646
-------------
0 		39,106
-------------
0 		301,740
-------------
0 		0
-------------
0
8Thomas Greenfield
 
Research Director III 		(i)

(ii)		 196,370
-------------
0 		500
-------------
0 		13,866
-------------
0 		20,676
-------------
0 		12,165
-------------
0 		243,577
-------------
0 		0
-------------
0
9Cheryl Cherpitel
 
Research Program Director III 		(i)

(ii)		 193,791
-------------
0 		500
-------------
0 		5,591
-------------
0 		19,909
-------------
0 		21,198
-------------
0 		240,989
-------------
0 		0
-------------
0
10Lynn Silver
 
Senior Advisor 		(i)

(ii)		 200,844
-------------
0 		0
-------------
0 		3,096
-------------
0 		20,766
-------------
0 		20,969
-------------
0 		245,675
-------------
0 		0
-------------
0
Schedule J (Form 990) 2019

Schedule J (Form 990) 2019
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
Schedule J, Part I, Line 7 Non-fixed payments The Organization made non-fixed payments to the following people during 2019: Mary Pittman Melange Matthews Denise Dunning Thomas Greenfield Cheryl Cherpitel
Schedule J (Form 990) 2019

Additional Data


Software ID: 19010655
Software Version: 2019v5.0
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 Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2019
Open to Public
Inspection
Name of the organization
Public Health Institute
 
Employer identification number

94-1646278
Return Reference Explanation
Form 990, Part III, Line 2 New program services SEE DESCRIPTION FOR FORM 990, PART III, LINE 4B - SUSTAINING TECHNICAL AND ANALYTIC RESOURCES (STAR) PROGRAM
Form 990, Part III, Line 4d Description of other program services (Expenses $ 76,516,454 including grants of $ 9,026,434)(Revenue $ 56,463,627) FOR 50 YEARS, PHI HAS IMPLEMENTED RESEARCH AND PROGRAMS TO IMPROVE THE HEALTH AND WELL-BEING OF PEOPLE ACROSS CALIFORNIA, THE U.S., AND THE WORLD. PHI IS A HUB FOR PUBLIC HEALTH INNOVATION, PROVIDING SUPPORTIVE INFRASTRUCTURE, RESOURCES, AND INTELLECTUAL COMMUNITY WITH SOME OF THE BEST MINDS IN PUBLIC HEALTH. WITH OVER 100 RESEARCHERS AND PROJECT DIRECTORS - AND NEARLY 700 STAFF WORLDWIDE - PHI LEADS NEW RESEARCH, TESTS NOVEL INTERVENTIONS, AND IMPLEMENTS AND BUILDS CAPACITY FOR 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 COMMUNITIES 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. AND CREATING GENDER EQUITY PARTNERSHIPS. PHI IS DEVELOPING WORKFORCE PIPELINE PROGRAMS TO TRAIN AND GRADUATE HEALTH CARE PROFESSIONALS REPRESENTING THE DIVERSITY OF OUR POPULATION AND WHO WILL MEET THE GROWING DEMAND FOR CARE. PHI IS ALSO AT THE FOREFRONT OF THE OPIOID EPIDEMIC, SUPPORTING LOCAL MULTI-SECTOR COALITIONS ADDRESSING PREVENTION AND NEW SUBSTANCE USE DISORDER AND BEHAVIORAL HEALTH CARE MODELS. IMPLEMENTING PROGRAMS, SYSTEMS AND RESEARCH THAT CONNECT PUBLIC HEALTH AND HEALTH CARE DELIVERY THRU NEW DESIGN METHODS AND DATA TOOLS, WE ARE BRIDGING HISTORIC GAPS IN POPULATION HEALTH. PHI SPEARHEADS TRAININGS 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. THE BREADTH OF PHI EXPERTISE AND EXPERIENCE POSITIONS US AS A PREMIER PARTNER AND LEADER IN PUBLIC HEALTH.
Form 990, Part VI, Line 1a Delegate broad authority to a committee The Executive Committee shall be comprised of the Chair, Vice Chair, Secretary, and Treasurer of the Board of Directors, as well as any other members-at-large as elected by the Board. All members of the Executive Committee are required to be members of the Board of Directors. The Executive Committee shall have the authority of the Board except with respect to: (a) The filling of vacancies on the Board or any committee; (b) The amendment or repeal of Bylaws or the adoption of new Bylaws; (c) The amendment or repeal of any resolution of the Board which by its express terms is not so amendable or repealable; (d) The appointment of other committees of the Board or the members thereof; and (e) The approval of any self-dealing transaction, except as permitted by state law.
Form 990, Part VI, Line 4 Significant changes to organizational documents The organization revised its Bylaws during 2019 for the purpose of establishing two new committees: 1) an Executive Committee and 2) an audit committee. The Executive Committee shall be comprised of the Chair, Vice Chair, Secretary, and Treasurer of the Board of Directors, as well as any other members-at-large as elected by the Board. All members of the Executive Committee are required to be members of the Board of Directors. The Executive Committee shall have the authority of the Board except with respect to: (a) The filling of vacancies on the Board or any committee; (b) The amendment or repeal of Bylaws or the adoption of new Bylaws; (c) The amendment or repeal of any resolution of the Board which by its express terms is not so amendable or repealable; (d) The appointment of other committees of the Board or the members thereof; and (e) The approval of any self-dealing transaction, except as permitted by state law. Members of the audit committee will be appointed by the Board of Directors and may include persons who are not members of the Board of Directors. The Audit Committee shall not include any members of the staff of the corporation, including the President/Chief Executive Officer and the Chief Financial Officer. The responsibilities of the audit committee include the following: (a) Recommend to the Board of Directors the retention and termination of an independent certified public accountant who shall audit the annual financial statements of the corporation in conformity with generally accepted auditing standards; (b) Negotiate the independent auditor's compensation on behalf of the Board of Directors; (c) Confer with the independent auditor to satisfy the members of the Audit Committee that the financial affairs of the corporation are in order; (d) Review and determine whether to accept the independent audit; (e) Assure that any nonaudit services performed by the independent auditor conform with the standards for auditor independence set forth in the latest revision of the Government Accounting Standards, issued by the Comptroller General of the United States (the Yellow Book) and any California Attorney General regulations prescribing standards for auditor independence in the performance of nonaudit services; (f) Approve performance of nonaudit services by the independent auditor; and (g) Oversee the compliance program established by the Board of Directors and report on compliance to the Board.
Form 990, Part VI, Line 11b Review of form 990 by governing body 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, Line 12c Conflict of interest policy 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, Line 15a Process to establish compensation of top management official 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 COMPENSATION POLICIES AND PROCEDURES. THE LAST CHIEF EXECUTIVE OFFICER COMPENSATION REVIEW TOOK PLACE IN November 2019.
Form 990, Part VI, Line 15b Process to establish compensation of other employees 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 COMPENSATION POLICIES AND PROCEDURES. THE LAST OFFICER/KEY EMPLOYEE COMPENSATION REVIEW TOOK PLACE IN November 2019.
Form 990, Part VI, Line 19 Required documents available to the public 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 IX, Line 11g Other Fees OTHER FEES FOR SERVICES - Total Expense: 12476553, Program Service Expense: 12128589, Management and General Expenses: 340786, Fundraising Expenses: 7178;
Form 990, Part VII, Section A COMPENSATION DENISE DUNNING IS BOTH AN EMPLOYEE OF PHI AND A VOTING MEMBER ON THE BOARD. SHE RECEIVES COMPENSATION FOR HER CAPACITY AS A 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) 2019


Additional Data


Software ID: 19010655
Software Version: 2019v5.0
SCHEDULE R
(Form 990)
Department of the Treasury
Internal Revenue Service
Related Organizations and Unrelated Partnerships
MediumBulletComplete if the organization answered "Yes" on Form 990, Part IV, line 33, 34, 35b, 36, or 37.
MediumBulletAttach to Form 990.
MediumBullet Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047
2019
Open to Public Inspection
Name of the organization
Public Health Institute
 
Employer identification number

94-1646278
Part I
Identification of Disregarded Entities. Complete if the organization answered "Yes" on Form 990, Part IV, line 33.
(a)
Name, address, and EIN (if applicable) of disregarded entity


(b)
Primary activity


 		(c)
Legal domicile (state
or foreign country)

 		(d)
Total income


 		(e)
End-of-year assets


 		(f)
Direct controlling
entity
(1) PHI INDIA PRIVATED LIMITED
B-4 GREATER KAILASH ENCLAVE
NEW DELHI,PART-II11048
IN
82-5394021 		HEALTH SERVICES IN 0 138,584 PUBLIC HEALTH INSTITUTE
 
(2) INSTITUTO DE SAUDE PUBLICA DO BRASIL
 
 
94-1646278 		HEALTH SERVICES BR 0 49,500 PUBLIC HEALTH INSTITUTE
 








Part II
Identification of Related Tax-Exempt Organizations. Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related tax-exempt organizations during the tax year.
(a)
Name, address, and EIN of related organization


(b)
Primary activity


 		(c)
Legal domicile (state
or foreign country)

 		(d)
Exempt Code section


 		(e)
Public charity status
(if section 501(c)(3))

 		(f)
Direct controlling
entity

 		(g)
Section 512(b)(13) controlled entity?
Yes No












For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50135Y
Schedule R (Form 990) 2019
Schedule R (Form 990) 2019
Page 2
Part III
Identification of Related Organizations Taxable as a Partnership. Complete if the organization answered "Yes" on Form 990, Part IV, line 34, because it had one or more related organizations treated as a partnership during the tax year.
(a)
Name, address, and EIN of
related organization



 		(b)
Primary activity




 		(c)
Legal
domicile
(state or foreign
country)


 		(d)
Direct controlling
entity



 		(e)
Predominant income(related, unrelated, excluded from tax under sections 512-514)

(f)
Share of total income




 		(g)
Share of end-of-year
assets



 		(h)
Disproprtionate allocations?




 		(i)
Code V-UBI
amount in box 20 of
Schedule K-1
(Form 1065)
 		(j)
General or
managing
partner?



 		(k)
Percentage
ownership
Yes No Yes No












Part IV
Identification of Related Organizations Taxable as a Corporation or Trust. Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related organizations treated as a corporation or trust during the tax year.
(a)
Name, address, and EIN of
related organization
 		(b)
Primary activity
 		(c)
Legal
domicile
(state or foreign
country)
 		(d)
Direct controlling
entity
 		(e)
Type of entity
(C corp, S corp,
or trust) 		(f)
Share of total income
 		(g)
Share of end-of-year
assets
 		(h)
Percentage
ownership
 		(i)
Section 512(b)(13) controlled entity?
Yes No












Schedule R (Form 990) 2019
Schedule R (Form 990) 2019
Page 3
Part V
Transactions With Related Organizations. Complete if the organization answered "Yes" on Form 990, Part IV, line 34, 35b, or 36.
Note. Complete line 1 if any entity is listed in Parts II, III, or IV of this schedule.
Yes
No
1 During the tax year, did the orgranization engage in any of the following transactions with one or more related organizations listed in Parts II-IV?
a Receipt of (i) interest, (ii) annuities, (iii) royalties, or (iv) rent from a controlled entity .....................
1a
 
 
b Gift, grant, or capital contribution to related organization(s) ............................
1b
 
 
c Gift, grant, or capital contribution from related organization(s) ............................
1c
 
 
d Loans or loan guarantees to or for related organization(s) ............................
1d
 
 
e Loans or loan guarantees by related organization(s) ............................
1e
 
 
f Dividends from related organization(s) ............................
1f
 
 
g Sale of assets to related organization(s) ............................
1g
 
 
h Purchase of assets from related organization(s) ............................
1h
 
 
i Exchange of assets with related organization(s) ............................
1i
 
 
j Lease of facilities, equipment, or other assets to related organization(s) .......................
1j
 
 
k Lease of facilities, equipment, or other assets from related organization(s) ......................
1k
 
 
l Performance of services or membership or fundraising solicitations for related organization(s) .....................
1l
 
 
m Performance of services or membership or fundraising solicitations by related organization(s) .................
1m
 
 
n Sharing of facilities, equipment, mailing lists, or other assets with related organization(s) ...................
1n
 
 
o Sharing of paid employees with related organization(s) ............................
1o
 
 
p Reimbursement paid to related organization(s) for expenses ............................
1p
 
 
q Reimbursement paid by related organization(s) for expenses ............................
1q
 
 
r Other transfer of cash or property to related organization(s) ............................
1r
 
 
s Other transfer of cash or property from related organization(s) ............................
1s
 
 
2
If the answer to any of the above is "Yes," see the instructions for information on who must complete this line, including covered relationships and transaction thresholds.
(a)
Name of related organization 		(b)
Transaction
type (a-s) 		(c)
Amount involved 		(d)
Method of determining amount involved





Schedule R (Form 990) 2019
Schedule R (Form 990) 2019
Page 4
Part VI
Unrelated Organizations Taxable as a Partnership. Complete if the organization answered "Yes" on Form 990, Part IV, line 37.
Provide the following information for each entity taxed as a partnership through which the organization conducted more than five percent of its activities (measured by total assets or gross revenue) that was not a related organization. See instructions regarding exclusion for certain investment partnerships.
(a)
Name, address, and EIN of entity 		(b)
Primary activity 		(c)
Legal domicile
(state or foreign
country) 		(d)
Predominant income (related, unrelated, excluded from tax under sections 512-514)

(e)
Are all partners
section
501(c)(3)
organizations? 		(f)
Share of total income




 		(g)
Share of
end-of-year
assets 		(h)
Disproprtionate allocations? 		(i)
Code V-UBI
amount in box 20
of Schedule K-1
(Form 1065) 		(j)
General or
managing
partner? 		(k)
Percentage
ownership
Yes No Yes No Yes No






























Schedule R (Form 990) 2019
Schedule R (Form 990) 2019
Page 5
Part VII
Supplemental Information
Provide additional information for responses to questions on Schedule R. (see instructions).
Return Reference Explanation
Schedule R (Form 990) 2019

Additional Data


Software ID: 19010655
Software Version: 2019v5.0