Heluna Health (dba for Public Health Foundation Enterprises Inc)

Empowering Population Health Initiatives Since 1969

aka Heluna Health | City of Industry, CA | https://helunahealth.org

Learn how to support this organization

GuideStar Charity Check

EIN: 95-2557063

Contributions tax deductible
as of November 2023

IRS BMF 509(a)(2)
as of November 13, 2023

View summary

Charity Check report

Mission

Heluna Health enhances the health, wellness, and resilience of every community we serve.

Ruling year info

1969

President & Chief Executive Officer

Dr. Blayne Cutler

Main address

13300 Crossroads Parkway North Suite 450

City of Industry, CA 91746 USA

Show more contact info

Formerly known as

PHFE

EIN

95-2557063

Subject area info

E-learning

Early childhood education

Public health

Social rights

Family services

Show more subject areas

Population served info

Children and youth

Adults

Women and girls

Families

Ethnic and racial groups

Show more populations served

NTEE code info

Management & Technical Assistance (S02)

Nonprofit Management (S50)

IRS subsection

501(c)(3) Public Charity

IRS filing requirement

This organization is required to file an IRS Form 990 or 990-EZ.

Tax forms

Show Forms 990

Communication

Programs and results

Reports and documents

What we aim to solve

This profile needs more info.

If it is your nonprofit, add a problem overview.

Our programs

SOURCE: Self-reported by organization

What are the organization's current programs, how do they measure success, and who do the programs serve?

Heluna Health Direct

Heluna Health works directly in local communities to implement evidence-based innovative population health programs.

Population(s) Served

At-risk youth

Ethnic and racial groups

Families

Pregnant people

Economically disadvantaged people

Heluna Health Partners

Heluna Health works with and supports a wide range of population health partners, increasing their capacity and raising their visibility so they can better achieve their goals.

Population(s) Served

Families

Ethnic and racial groups

Women and girls

Economically disadvantaged people

At-risk youth

Heluna Health Pathways

Heluna Health is leveraging decades of population health expertise to inspire, advance, and activate mission-driven professionals to improve health outcomes in the communities where they serve.

Population(s) Served

Emergency responders

Ethnic and racial groups

Heluna Health Insights

Heluna Health conducts research and data analysis and develops partnerships that generate valuable information and insights such as data briefs and our annual Health Equity Impact Report.

Population(s) Served

Ethnic and racial groups

Families

Pregnant people

At-risk youth

Low-income people

Heluna Health Advisors

Heluna Health has access to a diverse network of public health professionals and academic experts who are promoting equitable health outcomes.

Population(s) Served

Ethnic and racial groups

Families

At-risk youth

Economically disadvantaged people

Pregnant people

Where we work

Awards

Finalist for Nonprofit Executive of the Year (Enterprise) 2022

Los Angeles Business Journal

External reviews

Videos

Our results

SOURCE: Self-reported by organization

How does this organization measure their results? It's a hard question but an important one.

Number of organizational partners

Totals By Year

Population(s) Served

Related Program

Type of Metric

Output - describing our activities and reach

Direction of Success

Holding steady

Context Notes

Heluna Health receives funding via a contract, grant, or gift to provide administrative support to another Client (Partner) in order to execute a project.

Total unrestricted revenues and support

Totals By Year

Population(s) Served

Related Program

Type of Metric

Input - describing resources we use

Direction of Success

Increasing

Context Notes

Fiscal year 2020 – 2021 began amid the ongoing COVID-19 pandemic, which continued to have a significant impact on our programs and partners.

Number of direct service programs

Totals By Year

Population(s) Served

Related Program

Type of Metric

Output - describing our activities and reach

Direction of Success

Holding steady

Context Notes

Heluna Health is the recipient of direct service funding via a contract, grant, or gift to perform population health related (i.e. programmatic) work. Heluna Health is responsible for all outcomes.

Goals & Strategy

SOURCE: Self-reported by organization

Reports and documents

How we listen

SOURCE: Self-reported by organization

Seeking feedback from people served makes programs more responsive and effective. Here’s how this organization is listening.

We shared information about our current feedback practices.

How is your organization using feedback from the people you serve?

To identify and remedy poor client service experiences, To identify bright spots and enhance positive service experiences, To make fundamental changes to our programs and/or operations, To inform the development of new programs/projects, To identify where we are less inclusive or equitable across demographic groups, To strengthen relationships with the people we serve, To understand people's needs and how we can help them achieve their goals
Which of the following feedback practices does your organization routinely carry out?

We collect feedback from the people we serve at least annually, We take steps to get feedback from marginalized or under-represented people, We aim to collect feedback from as many people we serve as possible, We take steps to ensure people feel comfortable being honest with us, We look for patterns in feedback based on demographics (e.g., race, age, gender, etc.), We look for patterns in feedback based on people’s interactions with us (e.g., site, frequency of service, etc.), We engage the people who provide feedback in looking for ways we can improve in response, We act on the feedback we receive, We share the feedback we received with the people we serve, We tell the people who gave us feedback how we acted on their feedback, We ask the people who gave us feedback how well they think we responded
What challenges does the organization face when collecting feedback?

We don't have any major challenges to collecting feedback

Financials

Heluna Health (dba for Public Health Foundation Enterprises Inc)

Fiscal year: Jul 01 - Jun 30

Financial documents

Yes, financials were audited by an independent accountant.

Revenue vs. expenses: breakdown

SOURCE: IRS Form 990

NET GAIN/LOSS: in

Note: When component data are not available, the graph displays the total Revenue and/or Expense values.

Liquidity in 2022

SOURCE: IRS Form 990

0.98

Average of 0.96 over 10 years

Months of cash in 2022

SOURCE: IRS Form 990

0.2

Average of 0.7 over 10 years

Fringe rate in 2022

SOURCE: IRS Form 990

32%

Average of 33% over 10 years

Funding sources

Source: IRS Form 990

Assets & liabilities

Source: IRS Form 990

Financial data

SOURCE: IRS Form 990

Digitizing IRS form 990 data

Heluna Health (dba for Public Health Foundation Enterprises Inc)

Revenue & expenses

Fiscal Year: Jul 01 - Jun 30

SOURCE: IRS Form 990 info

Fiscal year ending: Download Data

Revenue
Contributions	$2,713,622
Government Grants	$0
Program Services	$115,223,791
Investments	$33,251
Special Events	$0
Sales	$0
Other	$8,579,365
Total Revenue	$126,550,029

Expenses
Program Services	$116,706,240
Administration	$7,485,215
Fundraising	$0
Total Expenses	$124,191,455
Net Gain/Loss	$2,358,574

Functional expenses
Accounting Fees	$0
Advertising & Promotion	$0
Information Technology Expenses	$0
Insurance Expenses	$544,498
Interest Expenses	$48,764
Investment Management Fees	$0
Legal Fees	$0
Pension Plan Contributions	$0
Professional Fundraising Expenses	$0

Revenue
Contributions	$1,641,729
Government Grants	$110,845,994
Program Services	$4,762,041
Investments	($174,025)
Special Events	$0
Sales	$0
Other	$9,444,520
Total Revenue	$126,520,259

Expenses
Program Services	$118,608,602
Administration	$9,451,604
Fundraising	$0
Total Expenses	$128,060,206
Net Gain/Loss	($1,539,947)

Functional expenses
Accounting Fees	$0
Advertising & Promotion	$0
Information Technology Expenses	$0
Insurance Expenses	$311,043
Interest Expenses	$102,736
Investment Management Fees	$0
Legal Fees	$0
Pension Plan Contributions	$0
Professional Fundraising Expenses	$0

Revenue
Contributions	$989,413
Government Grants	$119,813,535
Program Services	$4,923,486
Investments	$0
Special Events	$0
Sales	$0
Other	$9,354,776
Total Revenue	$135,081,210

Expenses
Program Services	$126,635,278
Administration	$9,119,770
Fundraising	$0
Total Expenses	$135,755,048
Net Gain/Loss	($673,838)

Functional expenses
Accounting Fees	$0
Advertising & Promotion	$0
Information Technology Expenses	$0
Insurance Expenses	$405,432
Interest Expenses	$71,834
Investment Management Fees	$0
Legal Fees	$0
Pension Plan Contributions	$0
Professional Fundraising Expenses	$0

Revenue
Contributions	$290,907
Government Grants	$97,589,595
Program Services	$2,894,038
Investments	$0
Special Events	$0
Sales	$0
Other	$8,279,446
Total Revenue	$109,053,986

Expenses
Program Services	$100,873,926
Administration	$8,659,652
Fundraising	$0
Total Expenses	$109,533,578
Net Gain/Loss	($479,592)

Functional expenses
Accounting Fees	$0
Advertising & Promotion	$1,525,057
Information Technology Expenses	$0
Insurance Expenses	$339,198
Interest Expenses	$89,356
Investment Management Fees	$0
Legal Fees	$0
Pension Plan Contributions	$0
Professional Fundraising Expenses	$0

Revenue
Contributions	$194,640
Government Grants	$88,098,473
Program Services	$1,980,083
Investments	$0
Special Events	$0
Sales	$0
Other	$8,044,950
Total Revenue	$98,318,146

Expenses
Program Services	$89,138,950
Administration	$9,855,729
Fundraising	$0
Total Expenses	$98,994,679
Net Gain/Loss	($676,533)

Functional expenses
Accounting Fees	$0
Advertising & Promotion	$1,006,020
Information Technology Expenses	$0
Insurance Expenses	$407,985
Interest Expenses	$94,972
Investment Management Fees	$0
Legal Fees	$0
Pension Plan Contributions	$0
Professional Fundraising Expenses	$0

Revenue
Contributions	$5,685
Government Grants	$87,955,298
Program Services	$1,725,021
Investments	$0
Special Events	$0
Sales	$0
Other	$7,876,546
Total Revenue	$97,562,550

Expenses
Program Services	$88,832,677
Administration	$8,035,626
Fundraising	$0
Total Expenses	$96,868,303
Net Gain/Loss	$694,247

Functional expenses
Accounting Fees	$0
Advertising & Promotion	$1,352,812
Information Technology Expenses	$1,258,979
Insurance Expenses	$342,245
Interest Expenses	$23,195
Investment Management Fees	$0
Legal Fees	$0
Pension Plan Contributions	$0
Professional Fundraising Expenses	$0

Revenue
Contributions	$0
Government Grants	$87,289,147
Program Services	$2,268,822
Investments	$0
Special Events	$0
Sales	$0
Other	$8,630,206
Total Revenue	$98,188,175

Expenses
Program Services	$89,172,381
Administration	$8,450,858
Fundraising	$0
Total Expenses	$97,623,239
Net Gain/Loss	$564,936

Functional expenses
Accounting Fees	$0
Advertising & Promotion	$1,326,949
Information Technology Expenses	$1,392,744
Insurance Expenses	$438,936
Interest Expenses	$16,401
Investment Management Fees	$0
Legal Fees	$0
Pension Plan Contributions	$0
Professional Fundraising Expenses	$0

Revenue
Contributions	$0
Government Grants	$93,692,293
Program Services	$2,320,933
Investments	$0
Special Events	$0
Sales	$0
Other	$9,691,305
Total Revenue	$105,704,531

Expenses
Program Services	$95,096,555
Administration	$9,997,874
Fundraising	$0
Total Expenses	$105,094,429
Net Gain/Loss	$610,102

Functional expenses
Accounting Fees	$0
Advertising & Promotion	$722,425
Information Technology Expenses	$1,754,323
Insurance Expenses	$491,385
Interest Expenses	$10,957
Investment Management Fees	$0
Legal Fees	$0
Pension Plan Contributions	$0
Professional Fundraising Expenses	$0

Revenue
Contributions	$0
Government Grants	$97,342,024
Program Services	$2,171,037
Investments	$0
Special Events	$0
Sales	$0
Other	$10,621,932
Total Revenue	$110,134,993

Expenses
Program Services	$99,339,091
Administration	$10,617,195
Fundraising	$0
Total Expenses	$109,956,286
Net Gain/Loss	$178,707

Functional expenses
Accounting Fees	$0
Advertising & Promotion	$894,788
Information Technology Expenses	$1,747,526
Insurance Expenses	$429,244
Interest Expenses	$4,264
Investment Management Fees	$0
Legal Fees	$0
Pension Plan Contributions	$0
Professional Fundraising Expenses	$0

Revenue
Contributions	$0
Government Grants	$107,843,425
Program Services	$2,663,697
Investments	$0
Special Events	$0
Sales	$0
Other	$11,015,068
Total Revenue	$121,522,190

Expenses
Program Services	$110,418,334
Administration	$10,795,393
Fundraising	$0
Total Expenses	$121,213,727
Net Gain/Loss	$308,463

Functional expenses
Accounting Fees	$0
Advertising & Promotion	$1,238,006
Information Technology Expenses	$1,830,085
Insurance Expenses	$626,553
Interest Expenses	$47
Investment Management Fees	$0
Legal Fees	$0
Pension Plan Contributions	$0
Professional Fundraising Expenses	$0

Revenue
Contributions	$0
Government Grants	$113,762,863
Program Services	$3,883,676
Investments	$0
Special Events	$0
Sales	$0
Other	$12,052,851
Total Revenue	$129,699,390

Expenses
Program Services	$117,158,065
Administration	$11,879,387
Fundraising	$0
Total Expenses	$129,037,452
Net Gain/Loss	$661,938

Functional expenses
Accounting Fees	$0
Advertising & Promotion	$1,288,312
Information Technology Expenses	$2,280,565
Insurance Expenses	$586,480
Interest Expenses	$0
Investment Management Fees	$0
Legal Fees	$0
Pension Plan Contributions	$0
Professional Fundraising Expenses	$0

Revenue
Contributions	$1,384,064
Government Grants	$119,912,066
Program Services	$16,497,904
Investments	$3,208
Special Events	$0
Sales	$0
Other	$72,021
Total Revenue	$137,869,263

Expenses
Program Services	$123,070,491
Administration	$13,632,275
Fundraising	$0
Total Expenses	$136,702,766
Net Gain/Loss	$1,166,497

Functional expenses
Accounting Fees	$118,575
Advertising & Promotion	$542,125
Information Technology Expenses	$2,766,471
Insurance Expenses	$694,438
Interest Expenses	$0
Investment Management Fees	$0
Legal Fees	$247,574
Pension Plan Contributions	$4,013,830
Professional Fundraising Expenses	$0

Revenue
Contributions	$119,500
Government Grants	$582,228,221
Program Services	$25,590,174
Investments	$153
Special Events	$0
Sales	$0
Other	$39,718
Total Revenue	$607,977,766

Expenses
Program Services	$586,374,657
Administration	$16,524,406
Fundraising	$0
Total Expenses	$602,899,063
Net Gain/Loss	$5,078,703

Functional expenses
Accounting Fees	$91,305
Advertising & Promotion	$1,867,754
Information Technology Expenses	$3,377,118
Insurance Expenses	$876,059
Interest Expenses	$0
Investment Management Fees	$0
Legal Fees	$395,629
Pension Plan Contributions	$6,373,526
Professional Fundraising Expenses	$0

Revenue
Contributions	$265,668
Government Grants	$1,570,474,743
Program Services	$31,850,096
Investments	$366
Special Events	$0
Sales	$0
Other	$36,330
Total Revenue	$1,602,627,203

Expenses
Program Services	$1,577,150,107
Administration	$20,313,371
Fundraising	$300,258
Total Expenses	$1,597,763,736
Net Gain/Loss	$4,863,467

Functional expenses
Accounting Fees	$96,529
Advertising & Promotion	$3,229,333
Information Technology Expenses	$3,755,293
Insurance Expenses	$1,143,929
Interest Expenses	$34,138
Investment Management Fees	$0
Legal Fees	$301,704
Pension Plan Contributions	$12,494,659
Professional Fundraising Expenses	$0

Heluna Health (dba for Public Health Foundation Enterprises Inc)

Balance sheet

Fiscal Year: Jul 01 - Jun 30

SOURCE: IRS Form 990 info

The balance sheet gives a snapshot of the financial health of an organization at a particular point in time. An organization's total assets should generally exceed its total liabilities, or it cannot survive long, but the types of assets and liabilities must also be considered. For instance, an organization's current assets (cash, receivables, securities, etc.) should be sufficient to cover its current liabilities (payables, deferred revenue, current year loan, and note payments). Otherwise, the organization may face solvency problems. On the other hand, an organization whose cash and equivalents greatly exceed its current liabilities might not be putting its money to best use.

Fiscal year ending: Download Data

Assets	Jul 01, 2008	Jun 30, 2009	Change
Contributions	$2,713,622
Cash & Equivalents	$1,083,964	$7,752,145	$6,668,181
Accounts Receivable	$21,756,274	$17,221,178	($4,535,096)
Pledges & Grants Receivable	$74,141	$24,549	($49,592)
Receivable, Other	$0	$0	$0
Inventories for Sale or Use	$0	$0	$0
Investment, Securities	$0	$0	$0
Investment, Other	$0	$0	$0
Fixed Assets (LBE - Depreciation)	$524,105	$1,251,207	$727,102
Other	$4,295,760	$3,687,893	($607,867)
Total Assets	$27,734,244	$29,936,972	$2,202,728

Liabilities	Jul 01, 2008	Jun 30, 2009	Change
Accounts Payable	$5,289,770	$3,771,711	($1,518,059)
Grants Payable	$324,879	$300,406	($24,473)
Deferred Revenue	$220,465	$322,919	$102,454
Loans and Notes	$0	$0	$0
Tax-Exempt Bond Liabilities	$0	$0	$0
Other	$14,000,282	$15,284,514	$1,284,232
Total Liabilities	$19,835,396	$19,679,550	($155,846)

Fund balance	Jul 01, 2008	Jun 30, 2009	Change
Temporarily Restricted Net Assets	$2,296,077	$3,508,707	$1,212,630
Permanently Restricted Net Assets	$0	$0	$0
Total Restricted Net Assets	$2,296,077	$3,508,707	$1,212,630
Unrestricted Net Assets	$5,602,771	$6,748,715	$1,145,944
Net Assets	$7,898,848	$10,257,422	$2,358,574

Assets	Jul 01, 2009	Jun 30, 2010	Change
Contributions	$1,641,729
Cash & Equivalents	$7,752,145	$4,961,494	($2,790,651)
Accounts Receivable	$17,221,178	$19,788,461	$2,567,283
Pledges & Grants Receivable	$24,549	$56,126	$31,577
Receivable, Other	$0	$0	$0
Inventories for Sale or Use	$0	$0	$0
Investment, Securities	$0	$0	$0
Investment, Other	$0	$0	$0
Fixed Assets (LBE - Depreciation)	$3,877,247	$1,747,979	($2,129,268)
Other	$162,318	$100,325	($61,993)
Total Assets	$29,037,437	$26,654,385	($2,383,052)

Liabilities	Jul 01, 2009	Jun 30, 2010	Change
Accounts Payable	$3,771,711	$4,746,451	$974,740
Grants Payable	$300,406	$248,894	($51,512)
Deferred Revenue	$322,919	$0	($322,919)
Loans and Notes	$0	$0	$0
Tax-Exempt Bond Liabilities	$0	$0	$0
Other	$15,284,514	$13,841,100	($1,443,414)
Total Liabilities	$19,679,550	$18,836,445	($843,105)

Fund balance	Jul 01, 2009	Jun 30, 2010	Change
Temporarily Restricted Net Assets	$3,508,707	$2,135,094	-$1,373,613
Permanently Restricted Net Assets	$0	$0	$0
Total Restricted Net Assets	$3,508,707	$2,135,094	($1,373,613)
Unrestricted Net Assets	$5,849,180	$5,682,846	($166,334)
Net Assets	$9,357,887	$7,817,940	($1,539,947)

Assets	Jul 01, 2010	Jun 30, 2011	Change
Contributions	$989,413
Cash & Equivalents	$4,961,494	$7,719,944	$2,758,450
Accounts Receivable	$19,788,461	$15,989,451	($3,799,010)
Pledges & Grants Receivable	$56,126	$77,088	$20,962
Receivable, Other	$0	$0	$0
Inventories for Sale or Use	$0	$0	$0
Investment, Securities	$0	$0	$0
Investment, Other	$0	$0	$0
Fixed Assets (LBE - Depreciation)	$1,747,979	$1,263,405	($484,574)
Other	$100,325	$299,804	$199,479
Total Assets	$26,654,385	$25,349,692	($1,304,693)

Liabilities	Jul 01, 2010	Jun 30, 2011	Change
Accounts Payable	$4,746,451	$5,087,198	$340,747
Grants Payable	$248,894	$190,254	($58,640)
Deferred Revenue	$0	$0	$0
Loans and Notes	$0	$0	$0
Tax-Exempt Bond Liabilities	$0	$0	$0
Other	$13,841,100	$12,928,138	($912,962)
Total Liabilities	$18,836,445	$18,205,590	($630,855)

Heluna Health (dba for Public Health Foundation Enterprises Inc)

Financial trends analysis Glossary & formula definitions

Fiscal Year: Jul 01 - Jun 30

SOURCE: IRS Form 990 info

This snapshot of Heluna Health (dba for Public Health Foundation Enterprises Inc)’s financial trends applies Nonprofit Finance Fund® analysis to data hosted by GuideStar. While it highlights the data that matter most, remember that context is key – numbers only tell part of any story.

Created in partnership with

Fiscal year: Jul 01 - Jun 30 View full report Download data

Business model indicators

Profitability	2018	2019	2020	2021	2022
Unrestricted surplus (deficit) before depreciation	$1,340,352	$2,023,704	$2,546,606	$6,739,846	$6,268,855
As % of expenses	1.1%	1.6%	1.9%	1.1%	0.4%
Unrestricted surplus (deficit) after depreciation	$308,463	$661,938	$884,778	$5,393,046	$4,793,420
As % of expenses	0.3%	0.5%	0.6%	0.9%	0.3%

Revenue composition
Total revenue (unrestricted & restricted)	$121,522,190	$129,699,390	$137,869,263	$607,977,766	$1,602,627,203
Total revenue, % change over prior year	10.3%	6.7%	6.3%	341.0%	163.6%
Program services revenue	2.2%	3.0%	12.0%	4.2%	2.0%
Membership dues	0.0%	0.0%	0.0%	0.0%	0.0%
Investment income	0.0%	0.0%	0.0%	0.0%	0.0%
Government grants	88.7%	87.7%	87.0%	95.8%	98.0%
All other grants and contributions	0.0%	0.0%	1.0%	0.0%	0.0%
Other revenue	9.1%	9.3%	0.1%	0.0%	0.0%

Expense composition
Total expenses before depreciation	$120,181,838	$127,675,686	$135,040,938	$601,552,263	$1,596,288,301
Total expenses, % change over prior year	10.6%	6.2%	5.8%	345.5%	165.4%
Personnel	67.6%	66.3%	69.9%	27.5%	12.7%
Professional fees	15.0%	15.4%	13.8%	68.6%	85.7%
Occupancy	7.0%	7.5%	6.9%	1.6%	0.5%
Interest	0.0%	0.0%	0.0%	0.0%	0.0%
Pass-through	0.0%	0.0%	0.3%	0.0%	0.0%
All other expenses	10.4%	10.8%	9.2%	2.2%	1.1%

Full cost components (estimated)	2018	2019	2020	2021	2022
Total expenses (after depreciation)	$121,213,727	$129,037,452	$136,702,766	$602,899,063	$1,597,763,736
One month of savings	$10,015,153	$10,639,641	$11,253,412	$50,129,355	$133,024,025
Debt principal payment	$0	$0	$0	$0	$0
Fixed asset additions	$1,766,526	$0	$0	$2,271,072	$4,127,944
Total full costs (estimated)	$132,995,406	$139,677,093	$147,956,178	$655,299,490	$1,734,915,705

Capital structure indicators

Liquidity	2018	2019	2020	2021	2022
Months of cash	0.7	0.7	1.4	0.2	0.2
Months of cash and investments	0.7	0.7	1.4	0.2	0.2
Months of estimated liquid unrestricted net assets	0.4	0.5	0.5	0.2	0.1

Balance sheet composition	2018	2019	2020	2021	2022
Cash	$7,148,524	$7,729,597	$15,430,522	$8,402,307	$24,112,026
Investments	$0	$0	$0	$0	$0
Receivables	$18,182,189	$19,810,803	$19,073,473	$64,034,004	$252,204,295
Gross land, buildings, equipment (LBE)	$10,049,826	$10,868,274	$11,969,373	$13,953,739	$17,733,391
Accumulated depreciation (as a % of LBE)	65.6%	69.6%	76.0%	72.8%	63.6%
Liabilities (as a % of assets)	75.8%	75.3%	76.6%	93.0%	93.6%
Unrestricted net assets	$7,499,918	$8,161,856	$9,046,634	$14,439,680	$19,233,100
Temporarily restricted net assets	$0	$0	N/A	N/A	N/A
Permanently restricted net assets	$0	$0	N/A	N/A	N/A
Total restricted net assets	$0	$0	$278,426	$0	$0
Total net assets	$7,499,918	$8,161,856	$9,325,060	$14,439,680	$19,233,100

Key data checks

Key data checks	2018	2019	2020	2021	2022
Material data errors	No	No	No	No	No

Operations

The people, governance practices, and partners that make the organization tick.

Documents

Letter of Determination

Form 1023/1024 is not available for this organization

President & Chief Executive Officer

Dr. Blayne Cutler

LinkedIn profile

Blayne Cutler, MD, PhD joined Heluna Health in 2014 as President and CEO. She is a public health physician with training in both adult and pediatric medicine. Previously, Dr. Cutler served as New York City’s Assistant Commissioner for HIV/AIDS Prevention and Control under Mayors Michael Bloomberg and Bill DiBlasio, and as the City’s Director of HIV Prevention from 2007-2013. Dr. Cutler completed her medical degree at the University of Pennsylvania, her residency in the combined Internal Medicine/Pediatrics program at Brown University, and her infectious diseases fellowship at Columbia University. Dr. Cutler also holds a doctorate in history from Yale University. At Columbia, Dr. Cutler was awarded a research fellowship from the Mailman School of Public Health’s Center for Infectious Disease Epidemiology Research, where she studied the safety and acceptability of microbicides for the prevention of HIV and novel diagnostics for tuberculosis.

Number of employees

Source: IRS Form 990

Heluna Health (dba for Public Health Foundation Enterprises Inc)

Officers, directors, trustees, and key employees

SOURCE: IRS Form 990

Compensation

Other

Show data for fiscal year

Compensation data

Download up to 5 most recent years of officer and director compensation data for this organization

Heluna Health (dba for Public Health Foundation Enterprises Inc)

Highest paid employees

SOURCE: IRS Form 990

Compensation

Other

Show data for fiscal year

Compensation data

Download up to 5 most recent years of highest paid employee data for this organization

Heluna Health (dba for Public Health Foundation Enterprises Inc)

Board of directors
as of 09/28/2023

SOURCE: Self-reported by organization

Board of directors data

Download the most recent year of board of directors data for this organization

Board chair

Santosh Vetticaden

Visgenx Inc.

Robert R. Jenks

Redbrook Partners LLC

Tamara Joseph

Spero Therapeutics

Hope Tarirai Mago

HCAP Partners

Terhilda Garrido

Camino Advisors

Nwando Anyaoku

Swedish Health Services

Nicole J. Macarchuk

Dechert LLP

Sarah Rich

Consultant, Healthcare Finance

Vivian Vasallo

Delta Dental Institute

Jennifer Covich Bordenick

Executives for Health Innovation

Carladenise Edwards

Consultant, Healthcare

Jean C. O'Connor

Health Management Associates

Alessandro Lazzarini

Capital Group

Celina Gorre

WomenHeart

Bonnie Midura

The California Endowment

Alexander Baker

Consultant

Virginia Pryor

VP Consulting Collective

Board leadership practices

SOURCE: Self-reported by organization

GuideStar worked with BoardSource, the national leader in nonprofit board leadership and governance, to create this section.

Board orientation and education
Does the board conduct a formal orientation for new board members and require all board members to sign a written agreement regarding their roles, responsibilities, and expectations? Yes
CEO oversight
Has the board conducted a formal, written assessment of the chief executive within the past year ? Yes
Ethics and transparency
Have the board and senior staff reviewed the conflict-of-interest policy and completed and signed disclosure statements in the past year? Yes
Board composition
Does the board ensure an inclusive board member recruitment process that results in diversity of thought and leadership? Yes
Board performance
Has the board conducted a formal, written self-assessment of its performance within the past three years? Yes

Organizational demographics

SOURCE: Self-reported; last updated 9/18/2023

Candid has made improvements to the race and ethnicity options.

Who works and leads organizations that serve our diverse communities? Candid partnered with CHANGE Philanthropy on this demographic section.

Leadership

The organization's leader identifies as:

Race & ethnicity

White/Caucasian/European

Gender identity

Female, Not transgender (cisgender)

Sexual orientation

Heterosexual or straight

Disability status

Person without a disability

Race & ethnicity

Gender identity

Sexual orientation

No data

Disability

Equity strategies

Last updated: 09/19/2023

GuideStar partnered with Equity in the Center - an organization that works to shift mindsets, practices, and systems to increase racial equity - to create this section. Learn more

Data

We review compensation data across the organization (and by staff levels) to identify disparities by race.
We ask team members to identify racial disparities in their programs and / or portfolios.
We analyze disaggregated data and root causes of race disparities that impact the organization's programs, portfolios, and the populations served.
We disaggregate data to adjust programming goals to keep pace with changing needs of the communities we support.
We employ non-traditional ways of gathering feedback on programs and trainings, which may include interviews, roundtables, and external reviews with/by community stakeholders.
We disaggregate data by demographics, including race, in every policy and program measured.
We have long-term strategic plans and measurable goals for creating a culture such that one’s race identity has no influence on how they fare within the organization.

Policies and processes

We use a vetting process to identify vendors and partners that share our commitment to race equity.
We have a promotion process that anticipates and mitigates implicit and explicit biases about people of color serving in leadership positions.
We seek individuals from various race backgrounds for board and executive director/CEO positions within our organization.
We have community representation at the board level, either on the board itself or through a community advisory board.
We help senior leadership understand how to be inclusive leaders with learning approaches that emphasize reflection, iteration, and adaptability.
We measure and then disaggregate job satisfaction and retention data by race, function, level, and/or team.
We engage everyone, from the board to staff levels of the organization, in race equity work and ensure that individuals understand their roles in creating culture such that one’s race identity has no influence on how they fare within the organization.

Contractors

Fiscal year ending

There are no fundraisers recorded for this organization.

Heluna Health (dba for Public Health Foundation Enterprises Inc)

Empowering Population Health Initiatives Since 1969

Mission

Is this your nonprofit?

Programs and results

Reports and documents

What we aim to solve

This profile needs more info.

Our programs

Heluna Health Direct

Heluna Health Partners

Heluna Health Pathways

Heluna Health Insights

Heluna Health Advisors

Where we work

Awards

Our results

Evaluation documents

Number of organizational partners

Totals By Year

Population(s) Served

Related Program

Type of Metric

Direction of Success

Context Notes

Total unrestricted revenues and support

Totals By Year

Population(s) Served

Related Program

Type of Metric

Direction of Success

Context Notes

Number of direct service programs

Totals By Year

Population(s) Served

Related Program

Type of Metric

Direction of Success

Context Notes

Goals & Strategy

Reports and documents

How we listen

Financials

Financial documents

Revenue vs. expenses: breakdown

Liquidity in 2022 info

0.98

Months of cash in 2022 info

0.2

Fringe rate in 2022 info

32%

Funding sources info

Assets & liabilities info

Financial data

Digitizing IRS form 990 data

Heluna Health (dba for Public Health Foundation Enterprises Inc)

Heluna Health (dba for Public Health Foundation Enterprises Inc)

Heluna Health (dba for Public Health Foundation Enterprises Inc)

Business model indicators

Capital structure indicators

Key data checks

Operations

Documents

President & Chief Executive Officer

Dr. Blayne Cutler

Number of employees

Heluna Health (dba for Public Health Foundation Enterprises Inc)

Compensation data

Heluna Health (dba for Public Health Foundation Enterprises Inc)

Compensation data

Heluna Health (dba for Public Health Foundation Enterprises Inc)

Board of directors data

Santosh Vetticaden

Board leadership practices

Board orientation and education

CEO oversight

Ethics and transparency

Board composition

Board performance

Organizational demographics

Liquidity in 2022

Months of cash in 2022

Fringe rate in 2022

Funding sources

Assets & liabilities