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
2020
Open to Public Inspection
A For the 2020 calendar year, or tax year beginning 01-01-2020 , and ending 12-31-2020
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 290
 
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 $ 194,485,942
F Name and address of principal officer:
Dr Mary A Pittman
555 12th Street 290
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 10
4 Number of independent voting members of the governing body (Part VI, line 1b) ..... 4 8
5 Total number of individuals employed in calendar year 2020 (Part V, line 2a) ...... 5 1,138
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) ......... 22,917,247 110,230,613
9 Program service revenue (Part VIII, line 2g) ......... 97,790,792 84,171,226
10 Investment income (Part VIII, column (A), lines 3, 4, and 7d ) .... 181,157 84,103
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) 120,889,196 194,485,942
Expenses; 13 Grants and similar amounts paid (Part IX, column (A), lines 1–3 )... 21,417,274 27,219,242
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) 70,516,908 84,510,924
16a Professional fundraising fees (Part IX, column (A), line 11e) ..... 0 0
b Total fundraising expenses (Part IX, column (D), line 25) MediumBullet2,168    
17 Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e).... 29,148,527 42,798,011
18 Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25) 121,082,709 154,528,177
19 Revenue less expenses. Subtract line 18 from line 12....... -193,513 39,957,765
Net Assets or Fund Balances; Beginning of Current Year End of Year
20 Total assets (Part X, line 16)............. 40,649,732 92,707,393
21 Total liabilities (Part X, line 26)............. 21,986,811 33,767,028
22 Net assets or fund balances. Subtract line 21 from line 20..... 18,662,921 58,940,365
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 (2020)
Form 990 (2020)
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 $ 31,913,561 including grants of $ 11,935,412 ) (Revenue $ 31,913,561 )
CHILDREN'S ONCOLOGY GROUP COORDINATING CENTER: MONROVIA, CA: THE PUBLIC HEALTH INSTITUTE SERVES, THROUGH A SUBAWARD FROM CHILDREN'S HOSPITAL OF PHILADELPHIA, AS THE CHILDREN'S ONCOLOGY GROUP COORDINATING CENTER (COGCC) IN MONROVIA, CALIFORNIA. COGCC IS THE PRIMARY HEADQUARTERS FOR THE OPERATIONS OF THE CHILDREN'S ONCOLOGY GROUP (COG), PROVIDING ADMINISTRATIVE AS WELL AS STATISTICAL AND DATA MANAGEMENT SUPPORT. 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. TOGETHER, COG AND COGCC HAVE TWENTY YEARS OF EXPERIENCE IN CARRYING OUT EFFICIENT, HIGH IMPACT RESEARCH FOR CHILDREN WITH CANCER. 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. THE COG COORDINATING CENTER STAFF COMPRISE A NUMBER OF MULTI-DISCIPLINARY TEAMS SUPPORTING CLINICAL TRIAL OPERATIONS. COGCC'S FULL STAFF INCLUDES ABOUT 110 TEAM MEMBERS, WITH ABOUT 7 ADDITIONAL FACULTY STATISTICIANS, EMPLOYED BY THE UNIVERSITY OF SOUTHERN CALIFORNIA, WORKING OUT OF COGCC'S MONROVIA OFFICE. 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 - THIS ENSURES THAT WE CAN RAPIDLY AND EFFICIENTLY RESPOND TO COG NEEDS. COG IS 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. 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 $ 24,056,769 including grants of $ 3,853,993 ) (Revenue $ 24,056,769 )
THE CENTER FOR WELLNESS AND NUTRITION: SACRAMENTO, CA: THE PUBLIC HEALTH INSTITUTE SERVES AS THE FISCAL PARTNER FOR THE CENTER FOR WELLNESS AND NUTRITION (CWN) IN SACRAMENTO, CALIFORNIA. CWN IS A NATIONAL LEADER IN DEVELOPING CAMPAIGNS, PROGRAMS, AND PARTNERSHIPS TO PROMOTE WELLNESS AND EQUITABLE HEALTH PRACTICES IN THE MOST VULNERABLE COMMUNITIES IN CALIFORNIA AND ACROSS THE COUNTRY. WE HAVE ESTABLISHED RELATIONSHIPS WITH LOCAL, STATE, AND NATIONAL ORGANIZATIONS, AND THROUGH EDUCATION, TRAINING, AND EVALUATION, WE WORK TO MAKE HEALTH ACCESSIBLE FOR ALL. CWN WAS ESTABLISHED IN 2015 AND WORKS IN CALIFORNIA AND THE SOUTHEASTERN REGION OF THE UNITED STATES TO ADVANCE USDA'S FOOD AND NUTRITION EDUCATION PROGRAM, SNAP-ED, THROUGH TRAINING AND TECHNICAL ASSISTANCE, PROGRAM DEVELOPMENT, EVALUATION AND ADMINISTRATIVE SERVICES. OUR WORK IS SPREAD ACROSS 27 STATES AND WE PARTNER WITH 277 ORGANIZATION NATION WIDE TO INCREASE FOOD AND NUTRITION SECURITY AND REDUCE DIET RELATED ILLNESSES AND CHRONIC DISEASE. IN 2020, CWN HOSTED 127 TRAINING SESSIONS REACHING 124 COMMUNITY BASED ORGANIZATIONS AND 1,764 INDIVIDUAL ATTENDEES. CWN PUBLISHED SIX STUDIES AND SHARED PROMISING PRACTICES THROUGH NINE CONFERENCE PRESENTATIONS. CWN HAD THREE PILOT STUDIES UNDERWAY RELATED TO INCREASING FRUIT AND VEGETABLES CONSUMPTION AND REDUCING SUGAR SWEETENED BEVERAGE INTAKE. WE ALSO ADAPTED 42 EVENTS TO MEET COVID-19 GUIDELINES, REACHING 9,000 INDIVIDUALS THROUGH EDUCATIONAL PROGRAMING VIA IN-PERSON ACTIVITIES, VIRTUAL OFFERINGS AND POINT OF SALE SOCIAL MARKETING EFFORTS AT RETAIL STORES AND FARMERS MARKETS. IN 2020, CWN LED A COVID-RESPONSE FOOD SECURITY PROJECT WITH LOS ANGELES COUNTY USING LOCAL CARES ACT FUNDING. CWN COORDINATED WITH 19 COMMUNITY-BASED ORGANIZATIONS, THE LOCAL GOVERNMENT, A TECH COMPANY, GROCERY STORES, AND A NON-PROFIT PARTNER TO PROVIDE GROCERY VOUCHERS AND/OR HOME DELIVERY GROCERY SERVICES THROUGH APP ORDERING TO FAMILIES MOST IMPACTED BY COVID-19, INCLUDING COLLEGE STUDENTS, IMMIGRANT HOUSEHOLDS, AND OTHER FAMILIES WHO DO NOT TYPICALLY QUALIFY FOR OR WHO ARE UNABLE TO ACCESS FEDERAL FOOD PROGRAMS LIKE CALFRESH/SNAP. IN LESS THAN TWO MONTHS, THE PROJECT DISTRIBUTED NEARLY $22 MILLION WORTH OF FOOD CASH BENEFITS TO NEARLY 30,000 HOUSEHOLDS OR INDIVIDUALS, REPRESENTING 100,000 PEOPLE ALTOGETHER AND RESULTING IN A 15% REDUCTION IN FOOD INSECURITY.
4c (Code:   ) (Expenses $ 20,467,443 including grants of $ 1,363,288 ) (Revenue $ 20,063,661 )
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 STAR's customized and curated learning activities to enhance their knowledge and skills growth, expand professional networks, and support career development. In addition to the standard placement of fellows and interns at USAID HQ and field missions, STAR has a unique advantage of recruiting local country or third country nationals and placing them at local Ministries of Health for two-year fellowships for up to 12 months internships. Cumulatively, STAR has placed 90 Fellows and 62 Interns, 40 of whom are local country nationals and 10 of whom are third country nationals, in 23 countries plus the US. The Consortium for Universities in Global Health supports STAR's Academic Partnerships program through the Collaboration Laboratory (CL). Through the grant-supported CL, academic institutions take a strategic approach to facilitating knowledge-sharing experiments, wherein they work to achieve a concrete goal or objective that advances their work in global health. Through our CL, STAR has established four collaboration laboratory partnerships across five Low- and Middle-Income Country academic institutions with three American academic institutions. The four CL collaborations are being monitored by the STAR team to examine their successes, challenges, and lessons learned throughout their partnerships. To maximize learning opportunities for STAR participants, JHU facilitates academic support, training, and mentorships. JHU also provides 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. The University of California, San Francisco facilitates STAR participants' access to relevant curriculum, training, and mentoring opportunities within its network of schools, institutes, and centers. UCSF also manages a Technical Advisory Group (TAG), which engages Ministries of Health and national academic research partners in an ongoing dialogue about global health workforce needs and gaps. With the onset of the COVID-19 pandemic, the STAR project pivoted with its partnership with UCSF and focused heavily on COVID-19 global technical assistance. Through UCSF, STAR continued to support USAID recipient countries' responses to the COVID-19 pandemic by providing technical assistance focused on ventilator deployment, critical care capacity assessments, and critical care education. Resource-variable countries often lack technical and educational materials healthcare providers need to appropriately use ventilators, provide respiratory care, and ensure needed oxygen supply for critically ill COVID-19 patients. To provide support and education, STAR and its partners co-created two new websites, the OpenCriticalCare.org portal, with 29,124 total users from 179 Countries, and the World Federation of Societies of Anaesthesiologists (WFSA) Anaesthesia Tutorial of the Week (ATOTW) website, with59,591 total users from 210 Countries. UCSF provided remote technical assistance to USAID implementing partners and in-country partners by expanding the FAQ to address key questions and hosting hour-long, bi-weekly calls with oxygen ecosystem implementing partners. UCSF expanded the TAG to include more than 30 respiratory and critical care subject matter experts. In addition, STAR organized and hosted a COVID-19 Clinical TA Webinar series that included five webinars with more than 651 participants.
(Code:   ) (Expenses $ 60,521,586 including grants of $ 10,066,549 ) (Revenue $ 8,137,235 )
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 1000 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 $ 60,521,586 including grants of $ 10,066,549 ) (Revenue $ 8,137,235 )
4e Total program service expensesMediumBullet136,959,359
Form 990 (2020)
Form 990 (2020)
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...
16
 
No
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 (2020)
Form 990 (2020)
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........
22
 
No
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
384
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 (2020)
Form 990 (2020)
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
1,138
b
If at least one is reported on line 2a, did the organization file all required federal employment tax returns?
Note. If the sum of lines 1a and 2a is greater than 250, you may be required to e-file (see instructions)
2b
Yes
 
3a
Did the organization have unrelated business gross income of $1,000 or more during the year?...
3a
 
No
b
If “Yes,” has it filed a Form 990-T for this year? If “No” to line 3b, provide an explanation in Schedule O...
3b
 
 
4a
At any time during the calendar year, did the organization have an interest in, or a signature or other authority over, a financial account in a foreign country (such as a bank account, securities account, or other financial account)? ..
4a
Yes
 
b
If "Yes," enter the name of the foreign country: MediumBulletIN
See instructions for filing requirements for FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR).
5a
Was the organization a party to a prohibited tax shelter transaction at any time during the tax year? ..
5a
 
No
b
Did any taxable party notify the organization that it was or is a party to a prohibited tax shelter transaction?
5b
 
No
c
If "Yes," to line 5a or 5b, did the organization file Form 8886-T? ............
5c
 
 
6a
Does the organization have annual gross receipts that are normally greater than $100,000, and did the organization solicit any contributions that were not tax deductible as charitable contributions? ...
6a
 
No
b
If "Yes," did the organization include with every solicitation an express statement that such contributions or gifts were not tax deductible? ......................
6b
 
 
7
Organizations that may receive deductible contributions under section 170(c).
a
Did the organization receive a payment in excess of $75 made partly as a contribution and partly for goods and services provided to the payor? ....................
7a
 
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 (2020)
Form 990 (2020)
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
10
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
8
2
Did any officer, director, trustee, or key employee have a family relationship or a business relationship with any other officer, director, trustee, or key employee? .................
2
 
No
3
Did the organization delegate control over management duties customarily performed by or under the direct supervision of officers, directors or trustees, or key employees to a management company or other person? .
3
 
No
4
Did the organization make any significant changes to its governing documents since the prior Form 990 was filed? .
4
 
No
5
Did the organization become aware during the year of a significant diversion of the organization’s assets? .
5
 
No
6
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 Suite 290   Oakland,CA946074046 (510) 285-5654
Form 990 (2020)
Form 990 (2020)
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) Adaeze Enekwechi
 
Secretary/Treasurer
 1.0
.................
  		X   X       0 0 0
(2) Andrew Pines
 
Board Chair
 1.0
.................
  		X   X       0 0 0
(3) Dara Johnson Treseder MBA
 
Vice Chair
 1.0
.................
  		X   X       0 0 0
(4) Dr Mary A Pittman
 
President & CEO
 40.0
.................
  		X   X       599,276 0 58,731
(5) Anthony Barrueta
 
Board Member
 1.0
.................
  		X           0 0 0
(6) Nick Macchione
 
Board Member
 1.0
.................
  		X           0 0 0
(7) Radha Muthiah
 
Board Member
 1.0
.................
  		X           0 0 0
(8) Sergio A Gaxiola
 
Board Member
 1.0
.................
  		X           0 0 0
(9) Susan Dentzer
 
Board Member
 1.0
.................
  		X           0 0 0
(10) Susan Watson
 
Board Member, PI Program Director
 40.0
.................
  		X           138,861 0 25,714
(11) Israel Ghebretinsae
 
Chief Financial Officer
 40.0
.................
  		    X       79,542 0 9,281
(12) Tamar Dorfman
 
Chief Financial Officer Through August 2020
 40.0
.................
  		    X       193,411 0 32,255
(13) Amy Bloom
 
Technical Advisor - USSTA
 40.0
.................
  		      X     261,998 0 38,877
(14) B Melange Matthews
 
Chief of Staff / COO
 40.0
.................
  		      X     328,168 0 53,949
(15) David Hausner
 
Program Director IV
 40.0
.................
  		      X     191,208 0 54,769
(16) Elizabeth O'Connor
 
PI Program Director IV
 40.0
.................
  		      X     223,612 0 35,063
(17) Baker Maggwa
 
Technical Advisor IV
 40.0
.................
  		        X   248,955 0 60,743
Form 990 (2020)
Form 990 (2020)
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) Carmen Nevarez
 
Senior VP External Relations
 40.0
.......................   		        X   218,095 0 32,001
(19) Leah Williams
 
Chief Legal Counsel
 40.0
.......................   		        X   261,325 0 64,510
(20) Matthew Marsom
 
Sr VP Public Policy & Programs
 40.0
.......................   		        X   225,311 0 31,792
(21) Raz Stevenson
 
Senior Tech Advisor - Overseas
 40.0
.......................   		        X   239,983 0 56,034


















1b Sub-Total................MediumBullet
c Total from continuation sheets to Part VII, Section A....MediumBullet
d Total (add lines 1b and 1c)...........MediumBullet 3,209,745 0 553,719
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 MediumBullet188
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 1,210,432
CEP AMERICA - CALIFORNIA

2100 POWELL ST STE 400
EMERYVILLE,CA94608 		PROJECT CONSULTANT 315,500
ARIANNA SAMPSON CAMPBELL

605 BEE STREET
PLACERVILLE,CA95667 		PROJECT CONSULTANT 131,131
ANDREW KRACKOV

300 HILLCREST RD
SAN CARLOS,CA97070 		PROJECT CONSULTANT 107,560
JOSHUA LUFTIG

PO BOX 8
POINT REYES STATION,CA94956 		PROJECT CONSULTANT 105,450
2
Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization MediumBullet9
Form 990 (2020)
Form 990 (2020)
Page 9
Part VIII
Statement of Revenue
Check if Schedule O contains a response or note to any line in this Part VIII.............
(A)
Total revenue 		(B)
Related or
exempt
function
revenue 		(C)
Unrelated
business
revenue 		(D)
Revenue
excluded from
tax under sections
512 - 514
Contributions, Gifts, GrantAmt and OtherAmt Similar Amounts 1a Federated campaigns..1a  
b Membership dues..1b  
c Fundraising events..1c  
d Related organizations1d  
e Government grants (contributions)1e 50,242,227
f All other contributions, gifts, grants, and similar amounts not included above1f 59,988,386
g Noncash contributions included in lines 1a - 1f:$ 1g  
h Total. Add lines 1a-1f.......MediumBullet 110,230,613
Program Service RevenueAmt Business Code
2a Contracts 900009 84,171,226 84,171,226    
b
c
d
e
f All other program service revenue. 0 0 0 0
g Total. Add lines 2a–2f .....MediumBullet 84,171,226
OtherAmtRevenueAmt 3 Investment income (including dividends, interest, and othersimilar amounts) ......MediumBullet 84,103     84,103
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 194,485,942 84,171,226 0 84,103
Form 990 (2020)
Form 990 (2020)
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 .... 26,463,745 26,463,745
2 Grants and other assistance to domestic individuals. See Part IV, line 22 ........... 0 0
3 Grants and other assistance to foreign organizations, foreign governments, and foreign individuals. See Part IV, lines 15 and 16. ............. 755,497 755,497
4 Benefits paid to or for members ....... 0 0
5 Compensation of current officers, directors, trustees, and key employees ........... 2,324,716 867,017 1,457,417 282
6 Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) ......... 0 0 0 0
7 Other salaries and wages........ 62,672,208 53,965,189 8,707,019 0
8 Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) .... 4,641,211 3,881,903 759,308 0
9 Other employee benefits ....... 10,217,344 8,582,569 1,634,775 0
10 Payroll taxes ........... 4,655,445 3,910,574 744,871 0
11 Fees for services (non-employees):        
a Management ......        
b Legal ......... 100,319 12,297 88,022  
c Accounting ........... 116,050   116,050  
d Lobbying ........... 93,223 9,322 83,901 0
e Professional fundraising services. See Part IV, line 17 0 0
f Investment management fees ...... 0 0 0 0
g Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O) 17,423,591 17,094,426 329,165 0
12 Advertising and promotion .... 13,721 13,221 500 0
13 Office expenses ....... 4,855,661 3,771,343 1,082,630 1,688
14 Information technology ...... 9,173 3,699 5,474 0
15 Royalties .. 0 0 0 0
16 Occupancy ........... 5,237,769 3,747,394 1,490,375 0
17 Travel ............ 758,283 737,805 20,478 0
18 Payments of travel or entertainment expenses for any federal, state, or local public officials . 0 0 0 0
19 Conferences, conventions, and meetings .... 366,123 349,726 16,397 0
20 Interest ........... 0 0 0 0
21 Payments to affiliates ....... 0 0 0 0
22 Depreciation, depletion, and amortization .. 520,183 0 520,183 0
23 Insurance ... 200,856 0 200,856 0
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 12,547,145 12,490,604 56,541 0
b Other expenses 470,477 246,977 223,302 198
c Temporary help 85,437 56,051 29,386 0
d
e All other expenses 0 0 0 0
25 Total functional expenses. Add lines 1 through 24e 154,528,177 136,959,359 17,566,650 2,168
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 (2020)
Form 990 (2020)
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 ........ 8,131,467 1 53,316,189
2 Savings and temporary cash investments ......... 6,207,809 2 7,728,919
3 Pledges and grants receivable, net ...... 22,381,926 3 25,653,836
4 Accounts receivable, net .............   4  
5 Loans and other receivables from 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 ...... 1,737,444 9 1,480,349
10a Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D 10a 4,456,804
b Less: accumulated depreciation 10b 2,922,409 1,875,735 10c 1,534,395
11 Investments—publicly traded securities . 0 11 2,867,974
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 ........... 315,351 15 125,731
16 Total assets. Add lines 1 through 15 (must equal line 33)... 40,649,732 16 92,707,393
Liabilities 17 Accounts payable and accrued expenses ..... 15,703,575 17 25,982,934
18 Grants payable ...   18  
19 Deferred revenue ......... 5,834,261 19 7,213,812
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 448,975 25 570,282
26 Total liabilities. Add lines 17 through 25.. 21,986,811 26 33,767,028
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 .......... 6,025,476 27 9,469,363
28 Net assets with donor restrictions ........... 12,637,445 28 49,471,002
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 ........... 18,662,921 32 58,940,365
33 Total liabilities and net assets/fund balances ........ 40,649,732 33 92,707,393
Form 990 (2020)
Form 990 (2020)
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
194,485,942
2
Total expenses (must equal Part IX, column (A), line 25) ............
2
154,528,177
3
Revenue less expenses. Subtract line 2 from line 1 ..............
3
39,957,765
4
Net assets or fund balances at beginning of year (must equal Part X, line 32, column (A)) ..
4
18,662,921
5
Net unrealized gains (losses) on investments ...............
5
319,679
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
58,940,365
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 (2020)
Form 990 (2020)
Additional Data


Software ID: 20011424
Software Version: 2020v4.0
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
2020
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) 2020

Schedule A (Form 990 or 990-EZ) 2020
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) 2016 (b) 2017 (c) 2018 (d) 2019 (e) 2020 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grant.") .. 52,486,717 54,183,500 52,150,662 22,917,247 110,230,613 291,968,739
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 53,684,717 55,381,500 53,348,662 24,115,247 111,428,613 297,958,739
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).. 29,328,587
6 Public support. Subtract line 5 from line 4. 268,630,152
Section B. Total Support
Calendar year (or fiscal year beginning in) right arrow (a) 2016 (b) 2017 (c) 2018 (d) 2019 (e) 2020 (f) Total
7 Amounts from line 4.. 53,684,717 55,381,500 53,348,662 24,115,247 111,428,613 297,958,739
8 Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources... 113 0 0 181,157 84,103 265,373
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 10 298,224,112
12
12
349,479,521
13
First 5 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
90.08 %
15
15
92.04 %
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) 2020

Schedule A (Form 990 or 990-EZ) 2020
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) 2016 (b) 2017 (c) 2018 (d) 2019 (e) 2020 (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) 2016 (b) 2017 (c) 2018 (d) 2019 (e) 2020 (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) 2020

Schedule A (Form 990 or 990-EZ) 2020
Page 4
Part IV
Supporting Organizations
(Complete only if you checked a box on line 12 of Part I. If you checked box 12a, of Part I, complete Sections A and B. If you checked box 12b, of Part I, complete Sections A and C. If you checked box 12c, of Part I, complete Sections A, D, and E. If you checked box12d, 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 lines 3b and 3c 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 box 12a or 12b in Part I, answer lines 4b and 4c 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 lines 5b and 5c 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) 2020

Schedule A (Form 990 or 990-EZ) 2020
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 lines 11b and 11c below, the governing body of a supported organization?
11a
 
 
b
A family member of a person described in 11a above?
11b
 
 
c
A 35% controlled entity of a person described in line 11a or 11b above? If “Yes” to 11a, 11b, or 11c, provide detail in Part VI.
11c
 
 
Section B. Type I Supporting Organizations
Yes
No
1
Did the officers, 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 line 2 above, 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 lines 2a and 2b 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 line 2a, above 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 lines 3a and 3b 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?If "Yes" or "No", 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) 2020

Schedule A (Form 990 or 990-EZ) 2020
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 0.015 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 0.035 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) 2020

Schedule A (Form 990 or 990-EZ) 2020
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 1  
2 Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in
excess of income from activity 		2  
3 Administrative expenses paid to accomplish exempt purposes of supported organizations 3  
4 Amounts paid to acquire exempt-use assets 4  
5 Qualified set-aside amounts (prior IRS approval required - provide details in Part VI) 5  
6 Other distributions (describe in Part VI). See instructions 6  
7Total annual distributions. Add lines 1 through 6. 7  
8 Distributions to attentive supported organizations to which the organization is responsive (provide
details in Part VI). See instructions 		8  
9 Distributable amount for 2020 from Section C, line 6 9  
10 Line 8 amount divided by Line 9 amount 10  
Section E - Distribution Allocations (see instructions) (i)
Excess Distributions 		(ii)
Underdistributions
Pre-2020 		(iii)
Distributable
Amount for 2020
1 Distributable amount for 2020 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 2020:
a From 2015.......  
b From 2016.......  
c From 2017.......  
d From 2018.......  
e From 2019.......  
fTotal of lines 3a through e  
g Applied to underdistributions of prior years  
h Applied to 2020 distributable amount  
i Carryover from 2015 not applied (see
instructions) 		 
j Remainder. Subtract lines 3g, 3h, and 3i from line 3f.  
4Distributions for 2020 from Section D, line 7:
$  
a Applied to underdistributions of prior years  
b Applied to 2020 distributable amount  
c Remainder. Subtract lines 4a and 4b from line 4.  
5 Remaining underdistributions for years prior to
2020, 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 2020. 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 2021. Add lines
3j and 4c. 		 
8 Breakdown of line 7:
a Excess from 2016.....  
b Excess from 2017.....  
c Excess from 2018.....  
d Excess from 2019.....  
e Excess from 2020.....  
Schedule A (Form 990 or 990-EZ) (2020)

Schedule A (Form 990 or 990-EZ) 2020
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) 2020


Additional Data


Software ID: 20011424
Software Version: 2020v4.0
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
2020
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) (2020)
Schedule B (Form 990, 990-EZ, or 990-PF) (2020) 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) (2020)
Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
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) (2020)
Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
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) (2020)
Additional Data


Software ID: 20011424
Software Version: 2020v4.0
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
2020
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) 2020

Schedule C (Form 990 or 990-EZ) 2020
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) ...................... 40,883 0
b Total lobbying expenditures to influence a legislative body (direct lobbying) ........................ 52,340 0
c Total lobbying expenditures (add lines 1a and 1b) ............................................................ 93,223 0
d Other exempt purpose expenditures ............................................................................... 136,866,136 0
e Total exempt purpose expenditures (add lines 1c and 1d) .................................................. 136,959,359 0
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 0
h Subtract line 1g from line 1a. If zero or less, enter -0-. ................................................ 0 0
i Subtract line 1f from line 1c. If zero or less, enter -0-. ................................................ 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) 2017 (b) 2018 (c) 2019 (d) 2020 (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 69,828 62,620 80,373 93,223 306,044
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 6,390 865 8,918 40,883 57,056
Schedule C (Form 990 or 990-EZ) 2020


Schedule C (Form 990 or 990-EZ) 2020
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) 2020


Additional Data


Software ID: 20011424
Software Version: 2020v4.0

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
2020
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) 2020

Schedule D (Form 990) 2020
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 ....   4,456,804 2,922,409 1,534,395
e Other .....        
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).)..SchDMdBullet 1,534,395
Schedule D (Form 990) 2020

Schedule D (Form 990) 2020
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 570,282
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) 2020

Schedule D (Form 990) 2020
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 ....... 1 194,805,621
2 Amounts included on line 1 but not on Form 990, Part VIII, line 12:
a Net unrealized gains (losses) on investments .... 2a 319,679
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 319,679
3 Subtract line 2e from line 1.................. 3 194,485,942
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.) ...... 5 194,485,942
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 ........... 1 154,528,177
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................... 3 154,528,177
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.) ...... 5 154,528,177
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, 2020 and 2019, 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, 2020 and 2019 nor does it expect there will be a material change in the twelve months following the year ended December 31, 2020. As of December 31, 2020, the Institute's tax years ended December 31, 2016 through December 31, 2020 remain subject to examination in the United States federal tax jurisdiction and the tax years ended December 31, 2015 through December 31, 2020 remain subject to examination in the California state tax jurisdiction.
Schedule D (Form 990) 2020


Additional Data


Software ID: 20011424
Software Version: 2020v4.0




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
2020
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
Sub-Saharan Africa 0 0 Program Services Capacity Building 201,835
Sub-Saharan Africa 0 0 Program Services Leadership Development 4,741,410
Sub-Saharan Africa 0 0 Program Services Technical Assistance 863,696
Sub-Saharan Africa 0 0 Program Services Training 114,798
South Asia 0 0 Program Services Technical Assistance 875,391
South America 0 0 Program Services Technical Assistance 1,264,384
East Asia and the Pacific 1 8 Program Services Technical Assistance 58,341
Central America and the Caribbean 0 0 Program Services Capacity Building 331,914
Central America and the Caribbean 0 0 ,Grants to recipients located in the region   89,139
Europe (Including Iceland and Greenland) 0 0 ,Grants to recipients located in the region   6,815
South America 0 0 ,Grants to recipients located in the region   503,172
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   136,371
           
           
           
           
3a Sub-total .... 1 8 9,207,266
b Total from continuation sheets to Part I ... 0 0 0
c Totals (add lines 3a and 3b) 1 8 9,207,266
For Paperwork Reduction Act Notice, see the Instructions for Form 990.Cat. No. 50082W Schedule F (Form 990) 2020
Schedule F (Form 990) 2020
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)
Central America and the Caribbean Technical Assistance 19,139 WIRE      
South America Technical Assistance 50,000 WIRE      
South America Technical Assistance 50,000 WIRE      
Europe (Including Iceland and Greenland) Technical Assistance 6,815 WIRE      
Sub-Saharan Africa Capacity Building 10,000 WIRE      
Central America and the Caribbean Capacity Building 10,000 WIRE      
Central America and the Caribbean Capacity Building 10,000 WIRE      
Central America and the Caribbean Capacity Building 10,000 WIRE      
Central America and the Caribbean Capacity Building 10,000 WIRE      
Central America and the Caribbean Capacity Building 10,000 WIRE      
Central America and the Caribbean Technical Assistance 10,000 WIRE      
Central America and the Caribbean Technical Assistance 10,000 WIRE      
South America Technical Assistance 10,000 WIRE      
Sub-Saharan Africa Capacity Building 10,000 WIRE      
Sub-Saharan Africa Capacity Building 20,000 WIRE      
South Asia Technical Assistance 10,500 WIRE      
South Asia Technical Assistance 4,500 WIRE      
South Asia Technical Assistance 5,000 WIRE      
South America Technical Assistance 30,000 WIRE      
Sub-Saharan Africa Technical Assistance 30,100 WIRE      
South America Technical Assistance 10,000 WIRE      
South America Technical Assistance 10,000 WIRE      
South America Technical Assistance 10,000 WIRE      
South America Technical Assistance 40,000 WIRE      
South America Technical Assistance 10,000 WIRE      
South America Technical Assistance 10,000 WIRE      
South America Technical Assistance 30,000 WIRE      
South America Technical Assistance 12,000 WIRE      
South America Technical Assistance 12,000 WIRE      
South America Technical Assistance 55,172 WIRE      
South America Technical Assistance 12,000 WIRE      
South America Technical Assistance 12,000 WIRE      
Sub-Saharan Africa Technical Assistance 56,271 WIRE      
Sub-Saharan Africa Capacity Building 10,000 WIRE      
South America Technical Assistance 17,500 WIRE      
South America Technical Assistance 17,500 WIRE      
South America Technical Assistance 17,500 WIRE      
South America Technical Assistance 17,500 WIRE      
South America Technical Assistance 17,500 WIRE      
South America Technical Assistance 17,500 WIRE      
South America Technical Assistance 17,500 WIRE      
South America Technical Assistance 17,500 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
40
3 Enter total number of other organizations or entities .......................MediumBullet
0
Schedule F (Form 990) 2020
Schedule F (Form 990) 2020Page 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) 2020
Schedule F (Form 990) 2020
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) 2020
Schedule F (Form 990) 2020
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, AND 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, AND MAKE APPROPRIATE INQUIRIES.
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
Schedule F (Form 990) 2020
Additional Data


Software ID: 20011424
Software Version: 2020v4.0




Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

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
2020
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) INTEND INC
550 W MERRILL ST STE 100
BIRMINGHAM,MI48009 		85-0711201   10,465,284       Technical Assistance
(2) UNIVERSITY OF SOUTHERN CALIFORNIA
3500 SFIGUEROA ST SUITE 102
LOS ANGELES,CA90089 		95-1642394 501(c)(3) 1,549,555       Research
(3) UNIVERSITY OF FLORIDA
207 GRINTER HALL
GAINESVILLE,FL32611 		59-6002052 501(c)(3) 1,303,264       Research
(4) REGENTS OF UC SAN FRANCISCO
PO BOX 748872
LOS ANGELES,CA900744872 		94-6036493 501(c)(3) 597,985       Technical Assistance
(5) ST JUDE CHILDREN'S RESEARCH HOSPITAL
PO BOX 1000 DEPARTMENT 949
MEMPHIS,TN381480949 		16-2064601 501(c)(3) 564,121       Research
(6) JOHNS HOPKINS UNIVERSITY
401 N BROADWAY
BALTIMORE,MD21231 		52-0595110 501(c)(3) 456,005       Leadership Development
(7) RESCUE AGENCY PUBLIC BENEFIT LLC
2437 MORENA BLVD
SAN DIEGO,CA92110 		47-1335192   448,560       Technical Assistance
(8) KAISER FOUNDATION HOSPITALS
3505 BROADWAY 14TH FLOOR
OAKLAND,CA94611 		94-1105628 501(c)(3) 423,918       Research
(9) CALIFORNIA HEALTH M R C
30251 GOLDEN LANTERN STE-E 431
LAGUNA NIGUEL,CA92677 		47-4432518 501(c)(3) 420,000       Technical Assistance
(10) UNIVERSITY OF FLORIDA
207 GRINTER HALL
GAINESVILLE,FL32611 		59-6002052 501(c)(3) 403,932       Technical Assistance
(11) DESERT HEALTHCARE FOUNDATION
1140 NORTH INDIAN CANYON DRIVE
PALM SPRINGS,CA92262 		95-2567237 501(c)(3) 400,000       Technical Assistance
(12) CERTARA USA INC
BOX 32080
NEW YORK,NY100872080 		51-0625438   380,020       Technical Assistance
(13) ICF MACRO INC
PO BOX 536259
PITTSBURGH,PA15253 		52-0955232   356,614       Research
(14) CONSORTIUM OF UNIVERSITIES FOR GLOBAL
1608 RHODE ISLAND AVE NW
WASHINGTON,DC20036 		27-1481036 501(c)(3) 339,769       Leadership Development
(15) TIDES CENTER
110 SAN JOAQUIN STREET SUITE 322
STOCKTON,CA95202 		94-3213100 501(c)(3) 287,783       Technical Assistance
(16) CEP AMERICA - CALIFORNIA
2100 POWELL ST STE 900
EMERYVILLE,CA94608 		94-2494000   278,250       Research
(17) WHOLESOME WAVE FOUNDATION
855 MAIN STREET SUITE 910
BRIDGEPORT,CT06604 		26-0352899 501(c)(3) 272,900       Technical Assistance
(18) KANSAS STATE UNIV RESEARCH FOUNDATION
2005 RESEARCH PARK CIRCLE STE105
MANHATTAN,KS665025020 		48-6106237 501(c)(3) 200,000       Technical Assistance
(19) SOUTHERN CALIFORNIA GRANTMAKERS
1000 N ALAMEDA STREET SUITE 230
LOS ANGELES,CA90012 		95-2831058 501(c)(3) 175,000       Technical Assistance
(20) ASIAN HEALTH SERVICES
416 8TH ST
OAKLAND,CA94607 		94-2235908 501(c)(3) 172,867       Technical Assistance
(21) IVOIRE ALLIANCE
8658 BLUEFIELD WAY
SACRAMENTO,CA95823 		94-3386813 501(c)(3) 170,620       Technical Assistance
(22) HAVEN WOMEN'S CENTER STANISLAUS
618 13TH STREET
MODESTO,CA95354 		94-2499361 501(c)(3) 165,854       Technical Assistance
(23) FOOD BANK OF EL DORADO COUNTY
4550 BUSINESS DRIVE
CAMERON PARK,CA95682 		68-0457594 501(c)(3) 137,880       Technical Assistance
(24) SCRIPPS HEALTH
4077 5TH AVE MER-01
SAN DIEGO,CA92103 		95-1684089 501(c)(3) 134,750       Research
(25) INSTITUTO FAMILIAR DE LA RAZA INC
2919 MISSION ST
SAN FRANCISCO,CA94110 		94-2523608 501(c)(3) 132,333       Technical Assistance
(26) ALLIANCE FOR COMMUNITY TRANSFORMATIONS
POBOX 2075
MARIPOSA,CA95338 		77-0272319 501(c)(3) 130,687       Technical Assistance
(27) REGENTS OF UC SAN FRANCISCO
PO BOX 748872
LOS ANGELES,CA900744872 		94-6036493 501(c)(3) 120,809       Leadership Development
(28) ALAMEDA HEALTH SYSTEM
2060 FAIRMONT DR
SAN LEANDRO,CA94578 		94-3302014 501(c)(3) 120,000       Research
(29) TEMPLE INTERNATIONAL DU MESSIE
1600 BANCROFT AVENUE
SAN LEANDRO,CA94577 		47-5095034 501(c)(3) 114,046       Technical Assistance
(30) EGLISE FRANCO AMERICAINE DE LA NOUVELLE
2727 COLLEGE AVENUE
BERKELEY,CA94705 		20-8517897 501(c)(3) 109,107       Technical Assistance
(31) AGRICULTURAL INSTITUTE OF MARIN
400 SMITH RANCH RD SUITE D
SAN RAFAEL,CA94903 		86-1156712 501(c)(3) 94,754       Technical Assistance
(32) DISABILITY RIGHTS EDUCATION & DEFENSE
3075 ADELINE STREET SUITE 210
BERKELEY,CA94703 		94-2620758 501(c)(3) 94,700       Technical Assistance
(33) REGENTS OF UC SAN FRANCISCO
PO BOX 748872
LOS ANGELES,CA900744872 		94-6036493 501(c)(3) 86,912       Research
(34) ST JOSEPH HEALTH NORTHERN CALIFORNIA LLC
1450 MEDICAL CENTER DRIVESUITE1
ROHNERT PARK,CA94928 		81-4791043 501(c)(3) 86,250       Research
(35) NEW YORK UNIVERSITY
PO BOX 5166
NEW YORK,NY10087 		13-5562308 501(c)(3) 81,957       Technical Assistance
(36) ARROWHEAD REGIONAL MEDICAL CENTER
400 N PEPPER AVE MOB STE 107
COLTON,CA92324 		95-3213342 501(c)(3) 80,000       Research
(37) COMMUNITY HEALTH PARTNERSHIP INC
408 N CAPITOL AVE
SAN JOSE,CA95133 		77-0352645 501(c)(3) 80,000       Technical Assistance
(38) CONTRA COSTA COUNTY
2500 BATES AVENUE SUITE B
CONCORD,CA94520 		94-6000509 CONTRA COSTA COUNTY 80,000       Research
(39) DIGNITY HEALTH
1400 E CHURCH STREET
SANTA MARIA,CA93454 		94-1196203 501(c)(3) 80,000       Research
(40) LACHARBOR-UCLA MEDICAL CENTER
1000 WEST CARSON STREET BOX 479
TORRANCE,CA90509 		95-6000927 LOS ANGELES COUNTY 80,000       Research
(41) LOS ANGELES COUNTY-UNIV OF SOUTHERN CA
1200 NORTH STATE STREET SUITE 1008
LOS ANGELES,CA90033 		95-4192908 501(c)(3) 80,000       Research
(42) MARSHALL MEDICAL CENTER
1100 MARSHALL WAY
PLACERVILLE,CA95667 		94-1450151 501(c)(3) 80,000       Research
(43) OLIVE VIEW-UCLA EDUCATION & RESEARCH INS
14445 OLIVE VIEW DRIVE
SYLMAR,CA913421495 		95-2249539 501(c)(3) 80,000       Research
(44) PORT CITY OPERATING COMPANY LLC
1800 N CALIFORNIA STREET
STOCKTON,CA95204 		46-5322209 501(c)(3) 80,000       Research
(45) ROOTS COMMUNITY HEALTH CENTER
7272 MACARTHUR BLVD
OAKLAND,CA94605 		26-2583954 501(c)(3) 80,000       Technical Assistance
(46) SANTA BARBARA COTTAGE HOSPITAL
400 W PUEBLO ST
SANTA BARBARA,CA93105 		95-1644629 501(c)(3) 80,000       Research
(47) THE REGENTS OF THE UC IRVINE CAMPUS
120 THEORY SUITE 200
IRVINE,CA92697 		95-2226406 501(c)(3) 80,000       Research
(48) THE REGENTS OF THE UC SAN DIEGO CAMPUS
PO BOX 741539
LOS ANGELES,CA900741539 		95-6006144 501(c)(3) 80,000       Research
(49) THE REGENTS OF THE UC SAN FRANCISCO
PO BOX 748872
LOS ANGELES,CA900744872 		94-6036493 501(c)(3) 80,000       Research
(50) THE REGENTS OF THE UNIVERSITY OF
PO BOX 989062
WEST SACRAMENTO,CA95798 		94-6036494 501(c)(3) 80,000       Research
(51) UNIVERSITY FACULTY ASSOCIATES INC
2625 E DIVISADERO STREET
FRESNO,CA93721 		46-3969536 501(c)(3) 80,000       Research
(52) COLUMBIA UNIVERSITY
PO BOX 29789 GENERAL POST OFFICE
NEW YORK,NY100879789 		13-5598093 501(c)(3) 69,911       Technical Assistance
(53) VIETNAMESE AMERICAN COMMUNITY CENTER OF
655 INTERNATIONAL BLVD
OAKLAND,CA94606 		20-5358946 501(c)(3) 68,697       Technical Assistance
(54) CERES UNIFIED SCHOOL DISTRICT
P O BOX 307
CERES,CA95307 		38-3945601 501(c)(3) 68,046       Technical Assistance
(55) ICF MACRO INC
PO BOX 775367
CHICAGO,IL606775367 		52-0955232   67,878       Technical Assistance
(56) MERCED COUNTY OFFICE OF EDUCATION
632 W 13TH STREET
MERCED,CA95341 		94-6002379 MERCED COUNTY 65,609       Technical Assistance
(57) CATHOLIC CHARITIES DIOCESE OF SAN DIEGO
3888 PADUCAH DRIVE
SAN DIEGO,CA92112 		94-2677202 501(c)(3) 60,000       Technical Assistance
(58) CLINICAS DE SALUD DEL PUEBLO INC
852 E DANENBERG DRIVE 2ND FLOOR
EL CENTRO,CA92243 		95-2657324 501(c)(3) 60,000       Technical Assistance
(59) COMITE CIVICO DEL VALLE INC
235 MAIN STREET
BRAWLEY,CA922271932 		33-0411322 501(c)(3) 60,000       Technical Assistance
(60) DAY ONE INC
175 N EUCLID AVE
PASADENA,CA91101 		95-4172246 501(c)(3) 60,000       Technical Assistance
(61) EL CENTRO REGIONAL MEDICAL CENTER
1250 W MAIN ST
EL CENTRO,CA92243 		95-1915820 501(c)(3) 60,000       Technical Assistance
(62) IMPERIAL VALLEY LGBT RESOURCE CENTER
1073 ROSS AVE STE E
EL CENTRO,CA92243 		47-3799558 501(c)(3) 60,000       Technical Assistance
(63) YOUNG & HEALTHY
136 W PEORIA ST
PASADENA,CA91702 		95-4527969 501(c)(3) 60,000       Technical Assistance
(64) GOLD COUNTRY COMMUNITY SERVICES
PO BOX 968
GRASS VALLEY,CA95945 		94-2436273 501(c)(3) 59,340       Technical Assistance
(65) FRIENDS OF CHILDREN WITH SPECIAL NEEDS
2300 PERALTA BLVD
FREMONT,CA94536 		77-0446853 501(c)(3) 57,023       Technical Assistance
(66) ANTELOPE VALLEY HEALTHCARE DISTRICT
1600 WEST AVENUE J
LANCASTER,CA93534 		95-6005217 501(c)(3) 55,250       Research
(67) DIGNITY HEALTH-STBERNARDINE'S
2101 N WATERMAN AVE
SAN BERNARDINO,CA92404 		94-1196203 501(c)(3) 55,000       Research
(68) PLUMAS DISTRICT HOSPITAL
1065 BUCKS LAKE ROAD
QUINCY,CA95971 		94-6036992 501(c)(3) 55,000       Research
(69) POMONA VALLEY HOSPITAL MEDICAL CENTER
1798 N GAREY AVENUE
POMONA,CA91767 		95-1115230 501(c)(3) 55,000       Research
(70) SAN GORGONIO MEMORIAL HOSPITAL
600 N HIGHLAND SPRINGS AVE
BANNING,CA92220 		33-0420041 501(c)(3) 55,000       Research
(71) DIGNITY HEALTH-ST MARY LONG BEACH
1050 LINDEN AVE
LONG BEACH,CA90813 		94-1196203 501(c)(3) 54,750       Research
(72) SOUTHERN MONO HEALTHCARE DISTRICT
PO BOX 660
MAMMOTH LAKES,CA93546 		95-3154530 501(c)(3) 54,500       Research
(73) COMMUNITY HOSPITAL OF THE MONTEREY
23625 HOLMAN HWY
MONTEREY,CA93940 		94-0760193 501(c)(3) 52,750       Research
(74) DIGNITY HEALTH MERCY MERCED MEDICAL
333 MERCY AVENUE
MERCED,CA95340 		94-1196203 501(c)(3) 52,500       Research
(75) ADVENTIST HEALTH CLEARLAKE HOSPITAL INC
PO 6701
CLEARLAKE,CA95422 		68-0395149 501(c)(3) 52,000       Research
(76) HAZEL HAWKINS HOSPITAL FOUNDATION
911 SUNSET DRIVE
HOLLISTER,CA95023 		94-2497062 501(c)(3) 52,000       Research
(77) DIGNITY HEALTH-DOMINICAN SANTA CRUZ
1555 SOQUEL DRIVE
SANTA CRUZ,CA95062 		94-1196203 501(c)(3) 51,750       Research
(78) COUNTY OF SANTA CLARA
POBOX 398414
SAN FRANCISCO,CA941398414 		94-6000533 SANTA CLARA COUNTY 51,500       Research
(79) COUNTY OF SAN JOAQUIN
500 WEST HOSPITAL ROAD
FRENCH CAMP,CA95231 		94-6000531 SAN JOAQUIN COUNTY 51,250       Research
(80) MERCY FOUNDATION
3400 DATA DRIVE
RANCHO CORDOVA,CA95670 		23-7072762 501(c)(3) 51,250       Research
(81) DIGNITY HEALTH SAINT FRANCIS MEMORIAL
900 HYDE STREET
SAN FRANCISCO,CA94109 		94-1156295 501(c)(3) 50,750       Research
(82) SUTTER BAY HOSPITALS
350 HAWTHORNE AVENUE
OAKLAND,CA94609 		94-0562680 501(c)(3) 50,750       Research
(83) REGENTS OF UC SAN FRANCISCO
PO BOX 748872
LOS ANGELES,CA900744872 		94-6036493 501(c)(3) 50,750       Research
(84) CALIFORNIA INDIAN MUSEUM & CULTURAL
5250 AERO DR
SANTA ROSA,CA95403 		94-3244506 501(c)(3) 50,000       Technical Assistance
(85) CALIFORNIA LIBRARY ASSOCIATION
1055 EAST COLORADO BLVD STE 500
PASADENA,CA91106 		94-1337634 501(c)(3) 50,000       Technical Assistance
(86) FREMONT FAMILY RESOURCE CENTER
39550 LIBERTY STREET
FREMONT,CA94538 		94-3333831 501(c)(3) 49,390       Technical Assistance
(87) COMFORT HOMESAKE
6955 FOOTHILL BLVD SUITE 123
OAKLAND,CA94605 		56-2471878 501(c)(3) 48,492       Technical Assistance
(88) STANISLAUS MULTI CULTURAL HEALTH
601 MARTIN LUTHER KING DRIVE
MODESTO,CA95351 		31-1751288 501(c)(3) 47,080       Technical Assistance
(89) BROWN UNIVERSITY
69 BROWN STREET 2ND FLOOR
PROVIDENCE,RI02912 		05-0258809 501(c)(3) 45,998       Research
(90) AXIS MAPS LLC
P O BOX 421
HEWITT,TX76643 		20-5162757 501(c)(3) 45,000       Technical Assistance
(91) BREAST CANCER ACTION
548 MARKET ST PMB 17179
SAN FRANCISCO,CA941045401 		94-3138992 501(c)(3) 45,000       Research
(92) REGENTS OF THE UNIVERSITY OF CA
6052 ARLINGTON BLVD
RICHMOND,CA94805 		94-6002123 501(c)(3) 43,987       Technical Assistance
(93) OCCIDENTAL COLLEGE
1600 CAMPUS ROAD M-1
LOS ANGELES,CA900413314 		95-1667177 501(c)(3) 41,250       Research
(94) UNIVERSITY OF NORTH DAKOTA
264 CENTENNIAL DRTWAMLEY HALL
GRAND FORKS,ND582027306 		45-6002491 501(c)(3) 40,707       Technical Assistance
(95) MOVEMENT STRATEGY CENTER
436 14TH ST 5TH FLOOR
OAKLAND,CA94612 		20-1037643 501(c)(3) 40,410       Technical Assistance
(96) BERKELEY AIR MONITORING GROUP
1935 ADDISON ST SUITE A
BERKELEY,CA94704 		26-3881064 501(c)(3) 40,000       Technical Assistance
(97) DIMAGI INC
585 MASSACHUSETTS AVE SUITE 3
CAMBRIDGE,MA02139 		83-0343298   39,000       Technical Assistance
(98) HUMAN IMPACT PARTNERS
304 12TH STREET SUITE 2B
OAKLAND,CA94607 		27-0193587 501(c)(3) 38,125       Research
(99) FREED CENTER FOR INDEPENDENT LIVING
435 SUTTON WAY
GRASS VALLEY,CA95945 		68-0085639 501(c)(3) 37,000       Technical Assistance
(100) SEQUOIA FOUNDATION
2166-D AVENIDA DE LA PLAYA
LA JOLLA,CA92037 		33-0100208 501(c)(3) 36,168       Research
(101) DIGNITY HEALTH BAKERSFIELD MEMORIAL
420 34th Street
Bakersfield,CA93301 		94-1196203 501(c)(3) 35,000       Research
(102) DIGNITY HEALTH MERCY REDDING
2175 ROSALINE AVENUE
REDDING,CA96001 		94-1196203 501(c)(3) 35,000       Research
(103) EL CENTRO REGIONAL MEDICAL CENTER
1415 Ross Ave
EL CENTRO,CA92243 		95-1915820 501(c)(3) 35,000       Research
(104) HANFORD COMMUNITY HOSPITAL
115 MALL DRIVE
HANFORD,CA93230 		94-0535360 501(c)(3) 35,000       Research
(105) KAWEAH DELTA HOSPITAL FOUNDATION
216 S JOHNSON ST
VISALIA,CA93291 		94-2675456 501(c)(3) 35,000       Research
(106) NORTHERN INYO HEALTHCARE DISTRICT
150 PIONEER LN
BISHOP,CA93514 		95-6005449 501(c)(3) 35,000       Research
(107) SAN FRANCISCO EMERGENCY MEDICAL
2351 CLAY STREET SUITE 501
SAN FRANCISCO,CA94115 		94-3278555 501(c)(3) 35,000       Research
(108) SIERRA NEVADA MEMORIAL HOSPITAL
140 LITTON DRIVE
GRASS VALLEY,CA95945 		68-0005939 501(c)(3) 35,000       Research
(109) WILLITS HOSPITAL INC
ONE MARCELA DRIVE
WILLITS,CA95482 		68-0108919 501(c)(3) 35,000       Research
(110) TEMPLE UNIVERSITY - OF THE COMMONWEALTH
PO BOX 824242
PHILADELPHIA,PA191824242 		23-1365971 501(c)(3) 34,632       Research
(111) UNIVERSITY OF SOUTHERN CALIFORNIA
3500 SFIGUEROA ST SUITE 102
LOS ANGELES,CA90089 		95-1642394 501(c)(3) 33,121       Technical Assistance
(112) THROUGH THE LOOKING GLASS
3075 ADELINE STREET STE 120
BERKELEY,CA94703 		94-2823116 501(c)(3) 30,970       Technical Assistance
(113) REGENTS OF UC SAN FRANCISCO
PO BOX 748872
LOS ANGELES,CA900744872 		94-6036493 501(c)(3) 30,257       Research
(114) EDEN I&R INC
570 B STREET
HAYWARD,CA94541 		94-2339050 501(c)(3) 28,746       Technical Assistance
(115) PURDUE UNIVERSITY
23510 NETWORK PLACE
CHICAGO,IL606731235 		35-6002041 501(c)(3) 26,681       Technical Assistance
(116) NEIGHBORHOOD CENTER OF THE ARTS
200 LITTON DR STE 212
GRASS VALLEY,CA95945 		68-0049004 501(c)(3) 26,393       Technical Assistance
(117) SJSU RESEARCH FOUNDATION
210 N 4TH ST 3RD FLOOR
SAN JOSE,CA95112 		94-6017638 501(c)(3) 26,376       Technical Assistance
(118) WORLD INSTITUTE ON DISABILITY
3075 ADELINE STREET SUITE 155
BERKELEY,CA94703 		94-2911623 501(c)(3) 26,267       Technical Assistance
(119) SENIOR SUPPORT PROGRAM OF THE TRI-VALLEY
5353 SUNOL BLVD
PLEASANTON,CA94566 		20-3225569 501(c)(3) 25,746       Technical Assistance
(120) NORTH VALLEY COMMUNITY FOUNDATION
208 SUTTON WAY
GRASS VALLEY,CA95945 		68-0161455 501(c)(3) 24,840       Technical Assistance
(121) SIERRA FOOTHILLS VILLAGE
PO BOX 1010
NEVADA CITY,CA95959 		38-4028858 501(c)(3) 24,840       Technical Assistance
(122) THE FOOD BANK OF NEVADA COUNTY
578 SUTTON WAY 187
GRASS VALLEY,CA95945 		68-0083105 501(c)(3) 24,840       Technical Assistance
(123) DEAF PLUS ADULT COMMUNITY
5437 CENTRAL AVE SUITE 4
NEWARK,CA94560 		47-3687686 501(c)(3) 24,660       Technical Assistance
(124) JAKARA MOVEMENT
6089 N 1ST ST 102
FRESNO,CA93710 		26-3225754 501(c)(3) 24,000       Technical Assistance
(125) LOS ANGELES COUNTY-UNIV OF SOUTHERN CA
1200 N STATE STREET SUITE 1010
LOS ANGELES,CA90033 		95-4192908 501(c)(3) 23,000       Technical Assistance
(126) UNIVERSITY OF KANSAS CENTER
2385 IRVING HILL ROAD
LAWRENCE,KS66045 		48-0680117 501(c)(3) 20,540       Research
(127) APANO COMMUNITIES UNITED FUND
8188 S E DIVISION STREET
PORTLAND,OR972061068 		80-0252850 501(c)(3) 20,000       Technical Assistance
(128) COUNTY OF MERCED
1900 AIRDROME ENTRY WAY
ATWATER,CA95301 		94-6000521 MERCED COUNTY 20,000       Technical Assistance
(129) HOPE COMMUNITY INC
611 E FRANKLIN AVENUE
MINNEAPOLIS,MN55417 		41-1292817 501(c)(3) 20,000       Technical Assistance
(130) LA FAMILIA COUNSELING CENTER INC
5523 - 34TH STREET
SACRAMENTO,CA958204725 		94-2270786 501(c)(3) 20,000       Technical Assistance
(131) NEW DIRECTIONS HOUSING CORPORATION
1617 MAPLE STREET
LOUISVILLE,KY40210 		61-0715630 501(c)(3) 20,000       Technical Assistance
(132) PROJECT NEW VILLAGE
5106 FEDERAL BLVD SUITE 103
SAN DIEGO,CA92105 		27-1306157 501(c)(3) 20,000       Technical Assistance
(133) SOMOS FAMILIA
2323 BROADWAY
OAKLAND,CA94612 		81-4019488 501(c)(3) 20,000       Technical Assistance
(134) STEPS COALITION
11975 SEAWAY ROAD SUITE A240
GULFPORT,MS39503 		11-3790429 501(c)(3) 20,000       Technical Assistance
(135) BERKELEY DISASTER PREP NEIGHBORHOOD
1791 SOLANO AVE D03
BERKELEY,CA94707 		46-2664414 501(c)(3) 17,894       Technical Assistance
(136) TRANSFORM HEALTH LLC
1001 G STREET SUITE 200
SACRAMENTO,CA95814 		81-1418444 501(c)(3) 17,500       Technical Assistance
(137) ZERO BREAST CANCER
30 N SAN PEDRO RD STE 140
SAN RAFAEL,CA94903 		68-0386016 501(c)(3) 17,462       Research
(138) SAN FRANCISCO GENERAL HOSPITAL
PO BOX 410836
SAN FRANCISCO,CA94141 		94-3189424 501(c)(3) 17,250       Technical Assistance
(139) ARIZONA CENTER FOR DISABILITY LAW
5025 EAST WASHINGTON ST 202
PHOENIX,AZ85034 		23-7408586 501(c)(3) 14,881       Technical Assistance
(140) COMMUNITY RESOURCES FOR INDEPENDENT
439 A STREET
HAYWARD,CA94541 		94-2598873 501(c)(3) 13,730       Technical Assistance
(141) REGENTS OF UC SAN FRANCISCO
PO BOX 748872
LOS ANGELES,CA900744872 		94-6036493 501(c)(3) 13,686       Community Development
(142) WORLD PULSE VOICES
401 NE 19TH AVE SUITE200
PORTLAND,OR97232 		41-2065177 501(c)(3) 12,500       Leadership Development
(143) A SAFE PLACE
PO BOX 23006
OAKLAND,CA94623 		94-2491881 501(c)(3) 12,124       Technical Assistance
(144) LGBTQ PLUS COLLABORATIVE
209 SEMPLE ST
MODESTO,CA95354 		85-1911056 501(c)(3) 12,000       Technical Assistance
(145) CLEAN WATER FUND
23885 DENTON SUITE B
CLINTON TOWNSHIP,MI48036 		52-1043444 501(c)(3) 11,923       Research
(146) REGENTS OF UC SAN FRANCISCO
PO BOX 748872
LOS ANGELES,CA900744872 		94-6036493 501(c)(3) 11,370       Technical Assistance
(147) DINERRAL SHAVERS EDUCATIONAL
PO BOX 6832
NEW ORLEANS,LA70114 		20-8749943 501(c)(3) 10,000       Leadership Development
(148) PLANNED PARENTHOOD SOUTHEAST INC
241 PEACHTREE STREET SUITE 400
ATLANTA,GA30303 		58-6045874 501(c)(3) 10,000       Leadership Development
(149) UN MUNDO
873 SANTA CRUZ AVENUE 202
MENLO PARK,CA94025 		91-2157711 501(c)(3) 10,000       Technical Assistance
(150) WOMEN WITH A VISION INC
1226 NORTH BROAD STREET
NEW ORLEANS,LA70119 		72-1202185 501(c)(3) 10,000       Leadership Development
(151) BROWN MILLER COMMUNICATIONS
1114 JONES STREET
MARTINEZ,CA945531814 		36-4517722 501(c)(3) 9,975       Technical Assistance
(152) SOBERHOOD
PO BOX 4616
AUSTIN,TX78765 		27-0804939 501(c)(3) 9,301       Technical Assistance
(153) ABILITY 360
5025 E WASHINGTON ST STE 200
PHOENIX,AZ850341101 		86-0486447 501(c)(3) 9,048       Technical Assistance
(154) SJSU RESEARCH FOUNDATION
210 N 4TH ST 3RD FLOOR
SAN JOSE,CA95112 		94-6017638 501(c)(3) 9,023       Research
(155) INDEPENDENT LIVING CENTER OF SOUTHERN CA
14141 HAYNES STREET
VAN NUYS,CA91401 		95-3026060 501(c)(3) 8,755       Technical Assistance
(156) CENTER FOR ELDER'S INDEPENDENCE
510 17TH STREET 400
OAKLAND,CA94612 		94-3123446 501(c)(3) 8,306       Technical Assistance
(157) THE TRUSTEES OF INDIANA UNIVERSITY
POBOX 78000
DETROIT,MI48278 		35-6001673 501(c)(3) 8,057       Research
(158) BLACK WELLNESS & PROSPERITY CENTER
1133 S STREET
FRESNO,CA93721 		84-3848144 501(c)(3) 7,500       Community Development
(159) BLACK WOMEN FOR WELLNESS
4340 11TH AVE
LOS ANGELES,CA90008 		95-4624707 501(c)(3) 7,500       Community Development
(160) HARM REDUCTION COALITION
243 5TH AVE 529
NEW YORK,NY10001 		94-3204958 501(c)(3) 7,500       Community Development
(161) HEALINGS IN MOTION INC
PO BOX 730
FRENCH CAMP,CA95231 		26-1950010 501(c)(3) 7,500       Community Development
(162) MENTAL HEALTH SYSTEMS INC
9465 FARNHAM STREET
SAN DIEGO,CA92123 		95-3302967 501(c)(3) 7,500       Community Development
(163) NATIONAL COALITION OF 100 BLACK WOMEN
PO BOX 7814
CITRUS HEIGHTS,CA95621 		30-0021458 501(c)(3) 7,500       Community Development
(164) NEWSTART MEDICAL GROUP INC
20601 WEST PAOLI LANE
WEIMAR,CA95736 		47-1442328 501(c)(3) 7,500       Community Development
(165) PIVOT SAC
4625 44TH STREET ROOM 3
SACRAMENTO,CA95820 		65-1280171 501(c)(3) 7,500       Community Development
(166) SACRAMENTO LGBT COMMUNITY CENTER
1015 20TH STREET
SACRAMENTO,CA95811 		94-2502229 501(c)(3) 7,500       Community Development
(167) YOUNG WOMEN'S EMPOWERMENT FOUNDATION YWE
5941 LAURA LANE
SAN BERNARDINO,CA92407 		11-3760478 501(c)(3) 7,500       Community Development
(168) SCHOOL-BASED HEALTH ALLIANCE
1010 VERMONT AVE NW SUITE 600
WASHINGTON,DC20005 		54-1752058 501(c)(3) 6,800       Technical Assistance
(169) FUTURES EXPLORED INC
PO BOX 418
CONCORD,CA94522 		94-1567161 501(c)(3) 6,592       Technical Assistance
(170) PLACER INDEPENDENT RESOURCE SERVICES
11768 ATWOOD ROAD 29
AUBURN,CA95603 		94-3209861 501(c)(3) 6,450       Technical Assistance
(171) CENTER FOR HUMAN SERVICES
1317 GRANDVIEW AVENUE
CERES,CA95307 		94-1725620 501(c)(3) 6,037       Technical Assistance
(172) STATE OF HAWAII DEPARTMENT OF HEALTH
1010 RICHARDS STREET ROOM 118
HONOLULU,HI96813 		99-6000449 STATE OF HAWAII 5,897       Technical Assistance
2
Enter total number of section 501(c)(3) and government organizations listed in the line 1 table ................. Bullet Image
147
3
Enter total number of other organizations listed in the line 1 table ........................ . Bullet Image
6
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50055P
Schedule I (Form 990) 2020

Schedule I (Form 990) 2020
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)
(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, AND MAKE APPROPRIATE INQUIRIES.
Schedule I (Form 990) 2020



Additional Data


Software ID: 20011424
Software Version: 2020v4.0


Schedule J
(Form 990)
Department of the Treasury
Internal Revenue Service
Compensation Information
For certain Officers, Directors, Trustees, Key Employees, and Highest
Compensated Employees
Graphic Arrow Complete if the organization answered "Yes" on Form 990, Part IV, line 23.
Graphic Arrow Attach to Form 990.
Graphic Arrow Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2020
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) 2020

Schedule J (Form 990) 2020
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)		 434,853
-------------
0 		130,686
-------------
0 		33,737
-------------
0 		28,500
-------------
0 		30,231
-------------
0 		658,007
-------------
0 		0
-------------
0
2Susan Watson
 
Board Member, PI Program Director 		(i)

(ii)		 129,316
-------------
0 		9,000
-------------
0 		545
-------------
0 		13,034
-------------
0 		12,680
-------------
0 		164,575
-------------
0 		0
-------------
0
3Tamar Dorfman
 
Chief Financial Officer Through August 2020 		(i)

(ii)		 161,024
-------------
0 		12,148
-------------
0 		20,239
-------------
0 		14,888
-------------
0 		17,367
-------------
0 		225,666
-------------
0 		0
-------------
0
4B Melange Matthews
 
Chief of Staff / COO 		(i)

(ii)		 310,725
-------------
0 		12,000
-------------
0 		5,443
-------------
0 		28,500
-------------
0 		25,449
-------------
0 		382,117
-------------
0 		0
-------------
0
5Amy Bloom
 
Technical Advisor - USSTA 		(i)

(ii)		 255,247
-------------
0 		0
-------------
0 		6,751
-------------
0 		25,577
-------------
0 		13,300
-------------
0 		300,875
-------------
0 		0
-------------
0
6Elizabeth O'Connor
 
PI Program Director IV 		(i)

(ii)		 203,440
-------------
0 		0
-------------
0 		20,172
-------------
0 		22,347
-------------
0 		12,716
-------------
0 		258,675
-------------
0 		0
-------------
0
7David Hausner
 
Program Director IV 		(i)

(ii)		 188,466
-------------
0 		1,000
-------------
0 		1,742
-------------
0 		20,075
-------------
0 		34,694
-------------
0 		245,977
-------------
0 		0
-------------
0
8Leah Williams
 
Chief Legal Counsel 		(i)

(ii)		 247,965
-------------
0 		12,000
-------------
0 		1,360
-------------
0 		26,800
-------------
0 		37,710
-------------
0 		325,835
-------------
0 		0
-------------
0
9Baker Maggwa
 
Technical Advisor IV 		(i)

(ii)		 241,673
-------------
0 		500
-------------
0 		6,782
-------------
0 		25,671
-------------
0 		35,072
-------------
0 		309,698
-------------
0 		0
-------------
0
10Raz Stevenson
 
Senior Tech Advisor - Overseas 		(i)

(ii)		 158,307
-------------
0 		0
-------------
0 		81,676
-------------
0 		16,075
-------------
0 		39,959
-------------
0 		296,017
-------------
0 		0
-------------
0
11Matthew Marsom
 
Sr VP Public Policy & Programs 		(i)

(ii)		 212,641
-------------
0 		12,000
-------------
0 		670
-------------
0 		21,574
-------------
0 		10,218
-------------
0 		257,103
-------------
0 		0
-------------
0
12Carmen Nevarez
 
Senior VP External Relations 		(i)

(ii)		 206,969
-------------
0 		5,375
-------------
0 		5,751
-------------
0 		20,957
-------------
0 		11,044
-------------
0 		250,096
-------------
0 		0
-------------
0
Schedule J (Form 990) 2020

Schedule J (Form 990) 2020
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 2020: Mary Pittman B. Melange Matthews Leah Williams Baker Maggwa Matthew Marsom Carmen Nevarez David Hausner Tamar Dorfman Israel Ghebretinsae Susan Watson
Schedule J (Form 990) 2020

Additional Data


Software ID: 20011424
Software Version: 2020v4.0
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
2020
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 4C - CENTER FOR WELLNESS AND NUTRITION (CWN) PROGRAM
Form 990, Part III, Line 4d Description of other program services (Expenses $ 60,521,586 including grants of $ 10,066,549)(Revenue $ 8,137,235) 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 1000 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 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 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 SEPTEMBER 2020.
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 OFFICERS 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 OFFICERS AND KEY EMPLOYEES, BASED UPON GUIDELINES ESTABLISHED UNDER PHI'S COMPENSATION POLICIES AND PROCEDURES. THE LAST OFFICER/KEY EMPLOYEE COMPENSATION REVIEW TOOK PLACE IN MAY 2020.
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: 17423591, Program Service Expense: 17094426, Management and General Expenses: 329165, Fundraising Expenses: ;
Form 990, Part VII, Section A COMPENSATION Susan Watson 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) 2020


Additional Data


Software ID: 20011424
Software Version: 2020v4.0
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
2020
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 68,298 PUBLIC HEALTH INSTITUTE
 
(2) INSTITUTO DE SAUDE PUBLICA DO BRASIL
 
 
94-1646278 		HEALTH SERVICES BR 0 0 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) 2020
Schedule R (Form 990) 2020
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) 2020
Schedule R (Form 990) 2020
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) 2020
Schedule R (Form 990) 2020
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) 2020
Schedule R (Form 990) 2020
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) 2020

Additional Data


Software ID: 20011424
Software Version: 2020v4.0