Public Health Institute
Overview
Mission
Public health institute generates and promotes research, leadership and partnerships to build capacity for strong public health policy, programs, systems and practices.
What it reported doing in 2024
The public health institute serves as the fiscal sponsor and partner for the center for wellness and nutrition (phi cwn), which is headquartered in sacramento, California. Phi cwn is a national leader in developing campaigns, programs, and partnerships to promote wellness and equitable health practices in the most vulnerable communities worldwide. Phi cwn has established relationships with local, state, national, and international organizations, and through education, training, technical assistance, advocacy, and evaluation, works to make health accessible for all. Phi cwn has been instrumental for more than a decade in advancing snap-ed across California (known as calfresh healthy living), Colorado and usda fns southeastern region. Additionally, cwn has expanded its work to global locations such as puerto rico, palau, cherokee nation, africa, latin america, and asia. Phi cwn's work is spread across 40 states, and it partners with 398 community-based organizations worldwide to increase food and nutrition security and reduce diet-related illnesses and chronic diseases. Phi cwn prioritizes culturally rooted practices as stated in it health equity and racial justice platform. For example, it convenes the calfresh healthy living (cfhl) tribal ambassador committee that includes members representing diverse tribal partners from communities throughout California who provide feedback, guidance, and suggestions on nutrition education materials, healthy traditional recipes, and partnerships development to better serve California american indian alaskan native communities. This committee has developed a range of new culturally appropriate cfhl resources that promote healthy living and traditional foods. In 2024, in partnership with California department of public health's office of health equity phi cwn granted $25 million in grants to 28 community based organizations statewide for the children and youth behavioral health initiative local-level campaigns (cybhi llc), a program charged with reducing stigma related to mental and behavioral health, increasing behavioral health literacy and access to culturally appropriate resources through youth-led, locally developed campaigns. This program prioritizes reaching black, latino, asian-american and pacific islander, native american and lgbtq children and youth. Phi cwn also partnered with la county public health to run the los angeles grocery voucher program that addresses rising food insecurity due to covid-19. Funded by the american rescue plan act, the phi cwn team, distributed over $11.8 million in food benefits through a network of local cbos and vendors reaching over 15,200 households and 58,000 individuals. This program received the los angeles county's prestigious productivity and quality award. In the same year, phi cwn hosted 23 training events and over 20 collaboratives and workgroups directly reaching 17,668 individuals through services offered. Cwn also expanded the global nutrition and partnerships program with grants from the robert wood johnson foundation to address indigenous border health and the us state department to address lead health in india. Through this program, phi cwn collaborates across sectors in research, education, and program implementation to address global health issues. Roots of change (roc), also a program of phi, partnered with phi cwn in 2022 to jointly work on ensuring a healthy and accessible food supply chain. They are part of a coalition that will receive $35 million over five years to develop a system for transparent confirmation of regenerative practices by beef and bison producers worldwide. Roc also advocated successfully with its food and farm resilience coalition partners for over $700 million in the 2022-23 California budget, including $15 million each for the California nutrition incentive program, the healthy refrigeration grant program, and weatherization of farmworker homes.
Operating model
- Revenue model
- Mixed. Its operating money came from several sources; no one source provided a clear majority.
- Distribution model
- Hybrid. The nonprofit split its reported program spending across 74% for direct work, and 26% for grants.
Nonprofit profile at a glance
- EIN
- 941646278
- IRS 990 coverage
- 2010–2024
- Forms available
- Form 990 2024
- Location
- Oakland, CA, USA
- Phone
- 5102855500
- Rating
- 84
- Verdict
- STRONG
- Rating confidence
- Standard
- Sector
- Public Health Program (Includes General Health and Wellness Promotion Services)
Reported finances
- Revenue
- $258,263,272
- Expenses
- $256,221,669
- Assets
- $133,311,919
- Liabilities
- $60,684,730
Source: IRS Form 990. Selected filing: tax year 2024. Amounts in USD.
The verdict
STRONG - A large share of available resources goes toward mission work and the filed numbers largely add up. The filing reports few safeguards for money sent abroad and expenses are high relative to revenue.
Rating breakdown
- Financial Efficiency: 90
- Transparency & Controls: 78
- Accountability: 91
- Sustainability: 34
- Growth: 100
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 88.6%; rating input score 89
- Program expense ratio: 89.1%; rating input score 89
- Fundraising efficiency: $42,702.23 raised per $1 spent on fundraising; rating input score 100; 100th percentile among comparable filings
Transparency & Controls
- Consistency checks: 93.3%; rating input score 93; 21st percentile among comparable filings
- Pay-setting controls: 4 of 6 controls in place; rating input score 67
- Compensation committee: Pass
- Independent consultant: Missing
- Other Form 990s reviewed: Pass
- Written employment contract: Missing
- Compensation survey or study: Pass
- Board or committee approval: Pass
- Foreign activity oversight: 2 of 8 controls in place; rating input score 25
- Claims monitoring procedures: Pass
- Requires narrative reports: Fail
- Conducts field audits: Fail
- May suspend future funding: Fail
- Requires financial reports: Fail
- Conducts site visits: Fail
- Requires grant agreements: Pass
- May require repayment: Fail
- Grant itemization coverage: 98.3%; rating input score 98; 34th percentile among comparable filings
- Major donor itemization: Yes; rating input score 100
- Related-party transparency: Limited
Accountability
- Independent voting board: 84.6%; rating input score 85; 30th percentile among comparable filings
- Governance controls: 9 of 9 controls in place; rating input score 100
- Conflict-of-interest policy: Pass
- Whistleblower policy: Pass
- Document-retention policy: Pass
- CEO compensation review process: Pass
- Other executive compensation review process: Pass
- Form 990 shared with the board: Pass
- Board meeting minutes documented: Pass
- Audit committee oversight: Pass
- Independent financial-statement audit: Pass
Sustainability
- Operating margin: 0.8%; rating input score 36; 36th percentile among comparable filings
- Total-asset coverage ratio: 0.52; rating input score 19; 19th percentile among comparable filings
- Liabilities to assets ratio: 0.46; rating input score 39; 39th percentile among comparable filings
- Officer compensation ratio: 1.8%; rating input score 59; 59th percentile among comparable filings
Growth
- Program expense growth: 11.4% per year; rating input score 100; 79th percentile among comparable filings
- Revenue growth: 9.1% per year; rating input score 100; 73rd percentile among comparable filings
- Asset growth: 15% per year; rating input score 100; 86th percentile among comparable filings
Details
- Where the money goes: 88.6% of revenue deployed · 89.1% of spending went to programs
- Governance: 11 of 13 board members independent · 9 of 9 filing controls reported
- Programs: 4 filed program accomplishments · $228.4M in reported program spending
- Leadership: top reported pay $569K · 25 people listed · 4 of 6 pay-setting controls reported
- Highest-paid contractors: 5 contractors listed · $1.1M reported
- Consistency: 38 of 39 current checks pass · 1 finding to review
- Schedules: 9 filed schedules · includes major donors, foreign activity, grants, and executive pay
- Filing history: 14 annual filings from 2010 to 2024
- Contacts: How to reach this organization
- Money network: 459 filed money-flow records
- Related organizations: 446 filed related-organization links
- Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
- People: Everyone the filings name, and which of them the filings identify by more than a name.
- Staff and benefit plans: Retirement and health plans the organization files with the Department of Labor, and the people in them.
Key Signals
Signals prioritize questions for review. They are not findings of misconduct.
- High — Transparency & Controls: Foreign activity oversight: 6 of 8 not reported.
- Moderate — Sustainability: Operating margin scored 36/100.
- High — Sustainability: Total-asset coverage ratio scored 19/100.
- Moderate — Sustainability: Liabilities to assets ratio scored 39/100.
- Review — Transparency & Controls: Foreign grant itemization did not reconcile in the filed values.
- Review — Sustainability: Officer compensation ratio scored 59/100.
Leadership & pay
25 people listed
Highest reported compensation
- Melissa Stafford-Jones (President & CEO (As of January 2024)): $569,222 total reported compensation
- B Melange Matthews (Exec VP & Chief Operating Officer): $456,792 total reported compensation
- Matthew Marsom (Chief of Programs, Policy & Govt Relations (Through October 2024)): $400,289 total reported compensation
Source: IRS Form 990. Selected filing: tax year 2024.