Attach to Form 990 or Form 990-EZ.
Go to
www.irs.gov/Form990 for instructions and the latest information.
| (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 |
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Calendar year
(or fiscal year beginning in)
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(a) 2017 | (b) 2018 | (c) 2019 | (d) 2020 | (e) 2021 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 1 | Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grant.") .. | 46,895,115 | 45,629,814 | 53,338,382 | 55,829,819 | 78,480,027 | 280,173,157 |
| 2 | Tax revenues levied for the organization's benefit and either paid to or expended on its behalf.... | ||||||
| 3 | The value of services or facilities furnished by a governmental unit to the organization without charge.. | ||||||
| 4 | Total. Add lines 1 through 3 | 46,895,115 | 45,629,814 | 53,338,382 | 55,829,819 | 78,480,027 | 280,173,157 |
| 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) .. | ||||||
| 6 | Public support. Subtract line 5 from line 4. | 280,173,157 | |||||
Calendar year
(or fiscal year beginning in)
![]() |
(a) 2017 | (b) 2018 | (c) 2019 | (d) 2020 | (e) 2021 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 7 | Amounts from line 4.. | 46,895,115 | 45,629,814 | 53,338,382 | 55,829,819 | 78,480,027 | 280,173,157 |
| 8 | Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources... | 103,901 | 121,639 | 165,127 | 194,362 | 237,968 | 822,997 |
| 9 | Net income from unrelated business activities, whether or not the business is regularly carried on.. | ||||||
| 10 | Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.).. | 696 | 281 | 36,512 | 14,903 | 5,330 | 57,722 |
| 11 | Total support. Add lines 7 through 10 | 281,053,876 | |||||
Calendar year (or fiscal year beginning in) ![]() |
(a) 2017 | (b) 2018 | (c) 2019 | (d) 2020 | (e) 2021 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 1 | Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") . | ||||||
| 2 | Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose | ||||||
| 3 | Gross receipts from activities that are not an unrelated trade or business under section 513 ..... | ||||||
| 4 | Tax revenues levied for the organization's benefit and either paid to or expended on its behalf... | ||||||
| 5 | The value of services or facilities furnished by a governmental unit to the organization without charge | ||||||
| 6 | Total. Add lines 1 through 5 | ||||||
| 7a | Amounts included on lines 1, 2, and 3 received from disqualified persons | ||||||
| b | Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year. | ||||||
| c | Add lines 7a and 7b.. | ||||||
| 8 | Public support. (Subtract line 7c from line 6.) | ||||||
Calendar year (or fiscal year beginning in) ![]() |
(a) 2017 | (b) 2018 | (c) 2019 | (d) 2020 | (e) 2021 | (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 on line 10b, whether or not the business is regularly carried on. | ||||||
| 12 | Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.) .. | ||||||
| 13 | Total support. (Add lines 9, 10c, 11, and 12.).. | ||||||
| Section A - Adjusted Net Income | (A) Prior Year |
(B) Current Year (optional) |
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| 1 | Net short-term capital gain | 1 | ||||
| 2 | Recoveries of prior-year distributions | 2 | ||||
| 3 | Other gross income (see instructions) | 3 | ||||
| 4 | Add lines 1 through 3 | 4 | ||||
| 5 | Depreciation and depletion | 5 | ||||
| 6 | Portion of operating expenses paid or incurred for production or collection of gross income or for management, conservation, or maintenance of property held for production of income (see instructions) | 6 | ||||
| 7 | Other expenses (see instructions) | 7 | ||||
| 8 | Adjusted Net Income (subtract lines 5, 6 and 7 from line 4) | 8 | ||||
| Section B - Minimum Asset Amount | (A) Prior Year |
(B) Current Year (optional) |
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| 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): |
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| 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 | ||||
| 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 2021 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-2021 |
(iii) Distributable Amount for 2021 |
|
|---|---|---|---|---|
| 1 Distributable amount for 2021 from Section C, line 6 | ||||
|
2
Underdistributions, if any, for years prior to 2021 (reasonable cause required-- explain in Part VI). See instructions. |
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| 3 Excess distributions carryover, if any, to 2021: | ||||
| a From 2016....... | ||||
| b From 2017....... | ||||
| c From 2018....... | ||||
| d From 2019....... | ||||
| e From 2020....... | ||||
| fTotal of lines 3a through e | ||||
| g Applied to underdistributions of prior years | ||||
| h Applied to 2021 distributable amount | ||||
|
i
Carryover from 2016 not applied (see instructions) |
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| j Remainder. Subtract lines 3g, 3h, and 3i from line 3f. | ||||
| 4Distributions for 2021 from Section D, line 7: | ||||
| $ | ||||
| a Applied to underdistributions of prior years | ||||
| b Applied to 2021 distributable amount | ||||
| c Remainder. Subtract lines 4a and 4b from line 4. | ||||
|
5
Remaining underdistributions for years prior to 2021, if any. Subtract lines 3g and 4a from line 2. If the amount is greater than zero, explain in Part VI. See instructions. |
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|
6
Remaining underdistributions for 2021. Subtract lines 3h and 4b from line 1. If the amount is greater than zero, explain in Part VI. See instructions. |
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|
7 Excess distributions carryover to 2022. Add lines 3j and 4c. |
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| 8 Breakdown of line 7: | ||||
| a Excess from 2017..... | ||||
| b Excess from 2018..... | ||||
| c Excess from 2019..... | ||||
| d Excess from 2020..... | ||||
| e Excess from 2021..... | ||||
| Facts And Circumstances Test |
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| Return Reference | Explanation |
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| Software ID: | |
| Software Version: |
Attach to Form 990 or 990-EZ.
Go to www.irs.gov/Form990 for the latest information.
| Return Reference | Explanation |
|---|---|
| FORM 990, PART III, LINE 3 | STRENGTHENING PHL/ENHANCING PHL CAPABILITIES AND CRISIS RESPONSE COOPERATIVE AGREEMENTS BOTH ENDED JUNE 2021. |
| FORM 990, PART VI, SECTION A, LINE 6 | THE ORGANIZATION'S MEMBERSHIP CATEGORIES ARE AS FOLLOWS: 1: PUBLIC HEALTH INSTITUTIONAL/STATE MEMBERS (PHI/STATE): ANY OF THE PUBLIC HEALTH LABORATORIES OF THE STATES, TERRITORIES, AND COMMONWEALTHS OF THE UNITED STATES, INCLUDING THE DISTRICT OF COLUMBIA, ARE ELIGIBLE TO BECOME PHI/STATE MEMBERS. 2. PUBLIC HEALTH INSTITUTIONAL/LOCAL MEMBERS (PHI/LOCAL): ANY OF THE PUBLIC HEALTH LABORATORIES OF THE COUNTIES, PARISHES, MUNICIPALITIES, CITIES, TOWNSHIPS, BOROUGHS OR OTHER LOCALITIES WITHIN THE UNITED STATES ARE ELIGIBLE TO BECOME PHI/LOCAL MEMBERS. 3. PUBLIC HEALTH ASSOCIATE INSTITUTIONAL MEMBERS: ENVIRONMENTAL LABORATORIES, AGRICULTURAL LABORATORIES AND OTHER LABORATORIES OF THE STATES, TERRITORIES, AND COMMONWEALTHS OF THE UNITED STATES, INCLUDING THE DISTRICT OF COLUMBIA, WHO ARE INTERESTED IN PUBLIC HEALTH ISSUES BUT ARE NOT ELIGIBLE AS PHI/STATE MEMBERS ARE ELIGIBLE TO BECOME PUBLIC HEALTH ASSOCIATE INSTITUTIONAL MEMBERS. 4. EMERITUS MEMBERS: RETIRED INDIVIDUALS WHO HAVE SERVED AS A MEMBER-REPRESENTATIVE OF THE CORPORATION FOR AT LEAST FIVE (5) YEARS IN ANY VOTING-MEMBER CLASS ARE ELIGIBLE TO BECOME EMERITUS MEMBERS. 5. RETIRED MEMBERS: INDIVIDUALS WHO ARE 55 YEARS OF AGE OR OLDER, HAVE BEEN A MEMBER-REPRESENTATIVE OF THE CORPORATION FOR FIVE (5) CONSECUTIVE YEARS OR MORE, AND ARE FULLY RETIRED FROM THE FIELD OF LABORATORY SCIENCE ARE ELIGIBLE TO BECOME RETIRED MEMBERS. "RETIRED" IS DEFINED AS AN INDIVIDUAL WHO HAS CEASED ALL COMPENSATED WORK IN THE FIELD OF LABORATORY SCIENCE. 6. HONORARY MEMBERS, INDIVIDUALS BESTOWED BY THE CORPORATION FOR HAVING MADE OUTSTANDING CONTRIBUTIONS TO PUBLIC HEALTH LABORATORIES OR WHO HAVE SERVED THE CORPORATION WITH DISTINCTION WILL BE RECOGNIZED AS HONORARY MEMBERS. ALL APHL LIFETIME ACHIEVEMENT AWARD RECIPIENTS WILL BE MADE HONORARY MEMBERS. 7. STUDENT/FELLOWSHIP MEMBERS: INDIVIDUALS CURRENTLY ENROLLED IN AN UNDERGRADUATE OR GRADUATE PROGRAM RELATED TO PUBLIC HEALTH LABORATORY SCIENCE (E.G. MICROBIOLOGY, CHEMISTRY, PUBLIC HEALTH, ENVIRONMENTAL HEALTH, ETC.) ARE ELIGIBLE TO BECOME STUDENT/FELLOWSHIP MEMBERS. 8. INDIVIDUAL MEMBERS: INDIVIDUALS WHO HAVE AN INTEREST IN PUBLIC HEALTH OR ENVIRONMENTAL HEALTH AND ARE NOT OTHERWISE ELIGIBLE FOR OTHER MEMBERSHIP CLASSES ARE ELIGIBLE TO BECOME INDIVIDUAL MEMBERS. 9. SUSTAINING MEMBERS: INDUSTRY OR CORPORATE ENTITIES THAT HAVE AN INTEREST IN PUBLIC HEALTH OR ENVIRONMENTAL LABORATORIES ARE ELIGIBLE TO BECOME SUSTAINING MEMBERS. |
| FORM 990, PART VI, SECTION A, LINE 7A | PUBLIC HEALTH INSTITUTIONAL STATE MEMBERS, PUBLIC HEALTH INSTITUTIONAL/LOCAL MEMBERS, AND PUBLIC HEALTH ASSOCIATE INSTITUTIONAL MEMBERS HAVE THE RIGHT TO APPOINT MEMBERS OF THE GOVERNING BODY. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE FORM 990 WAS PREPARED BY THE OUTSIDE ACCOUNTANTS AND REVIEWED BY THE DIRECTOR OF FINANCE. IT WAS THEN PROVIDED TO THE APHL FINANCE COMMITTEE AND BOARD OF DIRECTORS FOR REVIEW AND APPROVAL BEFORE FILING WITH THE IRS. |
| FORM 990, PART VI, SECTION B, LINE 12C | AT THE BEGINNING OF EACH FISCAL YEAR, BOARD MEMBERS REVIEW AND SIGN A CONFLICT OF INTEREST STATEMENT. THE POLICY COVERS ALL BOARD MEMBERS AND OFFICERS OF THE ORGANIZATION. ACTUAL OR POTENTIAL CONFLICTS OF INTEREST ARE DISCLOSED TO THE CHIEF EXECUTIVE OFFICER SO THAT SAFEGUARDS CAN BE ESTABLISHED TO PROTECT ALL PARTIES. |
| FORM 990, PART VI, SECTION B, LINE 15A | THE CHIEF EXECUTIVE OFFICER'S COMPENSATION IS DETERMINED BY THE BOARD OF DIRECTORS BASED ON RESULTS OF AN INDEPENDENT MARKET EVALUATION BY A THIRD PARTY AND PERFORMANCE FACTORS. THE EXECUTIVE COMMITTEE OF THE BOARD MEETS ANNUALLY TO APPROVE THE CHIEF EXECUTIVE OFFICER'S RAISE. THE COMMITTEE'S DELIBERATION AND DECISION FROM THEIR REVIEW IS DOCUMENTED IN A LETTER SENT TO HUMAN RESOURCES. THE SALARY RANGES FOR ALL OTHER STAFF ARE APPROVED BY THE BOARD AFTER AN INDEPENDENT MARKET EVALUATION HAS TAKEN PLACE. THE CHIEF EXECUTIVE OFFICER IS ALLOWED TO SET SALARY FOR OTHER KEY STAFF WITHIN PRE-APPROVED RANGES. THIS PROCESS LAST TOOK PLACE IN JULY 2021. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. |
| FORM 990, PART IX, LINE 11G | HOSTED SYSTEM SOLUTIONS: PROGRAM SERVICE EXPENSES 9,096,236. MANAGEMENT AND GENERAL EXPENSES 305,842. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 9,402,078. COMPUTER CONSULTING: PROGRAM SERVICE EXPENSES 15,358. MANAGEMENT AND GENERAL EXPENSES 3,079. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 18,437. TEMPORARY LABOR: PROGRAM SERVICE EXPENSES 260,161. MANAGEMENT AND GENERAL EXPENSES 74,620. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 334,781. SERVICE FEES: PROGRAM SERVICE EXPENSES 142,488. MANAGEMENT AND GENERAL EXPENSES 23,898. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 166,386. INFORMATICS CONSULTING: PROGRAM SERVICE EXPENSES 14,372,197. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 14,372,197. CONSULTANT AND CONTRACTOR: PROGRAM SERVICE EXPENSES 13,116,881. MANAGEMENT AND GENERAL EXPENSES 45,227. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 13,162,108. REVENUE SHARE: PROGRAM SERVICE EXPENSES 1,965,699. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,965,699. |
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| Software Version: |