FAMILIES U S A FOUNDATION INC: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- FAMILIES U S A FOUNDATION INC (EIN 04-2730934)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-13
- IRS object ID
- 202443189349305074
- Schema version
- 2023v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule I
- Schedule J
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-13T11:30:04-06:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 521446779 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOHNSON LAMBERT LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4242 SIX FORKS ROAD SUITE 1500 | AddressLine1Txt |
| City | RALEIGH | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27609 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 042730934 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FAMILIES USA FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | FAMI | BusinessNameControlTxt |
| Phone | 2026283030 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1225 NEW YORK AVE NW 800 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20005 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JON OLSON | PersonNm |
| Person Title | SR. DIR., FINANCE & OPERATIONS | PersonTitleTxt |
| Phone | 2026283030 | PhoneNum |
| Signature | 2024-11-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | J CALVIN MARKS | PreparerPersonNm |
| PTIN | P01226973 | PTIN |
| Phone | 9197196400 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | ANTHONY WRIGHT | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1225 NEW YORK AVE NW 800 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20005 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $13,191,845 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.FAMILIESUSA.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1981 | FormationYr |
| Legal Domicile State | MA | LegalDomicileStateCd |
| Activity Or Mission | ENSURE THE BEST HEALTH AND ACCESS TO HIGH QUALITY, AFFORDABLE HEALTH CARE FOR ALL AMERICANS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 15 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 14 | VotingMembersIndependentCnt |
| Total Employee | 71 | TotalEmployeeCnt |
| Total Volunteers | 14 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $5,091,806 | PYContributionsGrantsAmt |
| CY Contributions Grants | $4,765,412 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $112,559 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $123,940 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,221,121 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,067,861 | CYInvestmentIncomeAmt |
| PY Other Revenue | $188,228 | PYOtherRevenueAmt |
| CY Other Revenue | $349,350 | CYOtherRevenueAmt |
| PY Total Revenue | $6,613,714 | PYTotalRevenueAmt |
| CY Total Revenue | $6,306,563 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $70,000 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $25,000 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $5,501,319 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $5,723,367 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $643,280 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $3,110,073 | PYOtherExpensesAmt |
| CY Other Expenses | $3,641,219 | CYOtherExpensesAmt |
| PY Total Expenses | $8,681,392 | PYTotalExpensesAmt |
| CY Total Expenses | $9,389,586 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$2,067,678 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$3,083,023 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $38,170,722 | TotalAssetsBOYAmt |
| Total Assets EOY | $36,805,784 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $14,131,484 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $13,330,460 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $24,039,238 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $23,475,324 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | OUR VISION IS A NATION WHERE THE BEST HEALTH AND HEALTH CARE ARE EQUALLY ACCESSIBLE AND AFFORDABLE TO ALL. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $1,996,097 | ExpenseAmt |
| Desc | VALUE & SYSTEM TRANSFORMATION - FAMILIES USA'S NEW CENTER FOR AFFORDABLE WHOLE PERSON CARE MARKS A PIVOTAL MOMENT IN THE HEALTH CARE VALUE MOVEMENT: AN UNEQUIVOCAL DECLARATION THAT A JUST SYSTEM OF HEALTH CARE IS CONTINGENT ON REDESIGNING ECONOMIC INCENTIVES TO SERVE THE INTERESTS OF PEOPLE. THIS UNDERLIES OUR COMMITMENT TO HOLDING THE HEALTH CARE INDUSTRY ACCOUNTABLE FOR DELIVERING AFFORDABLE, EQUITABLE, HIGH-QUALITY HEALTH CARE AND HEALTH THAT ALL PEOPLE LIVING IN OUR NATION DESERVE.OUR WORK THROUGH THE CENTER WILL FOCUS ON THREE OVERARCHING PRINCIPLES:1. STATE AND FEDERAL POLICIES SHOULD REFORM THE ECONOMIC INCENTIVES OF THE HEALTH CARE SYSTEM TO ENSURE BUSINESS INTERESTS ARE ONLY ACHIEVED WHEN CONSUMER INTERESTS ARE.2. A POWERFUL, UNIFIED NATIONAL CONSUMER-LED MOVEMENT IS ESSENTIAL TO ENSURING POLICYMAKERS ENACT MEANINGFUL POLICY CHANGES THAT UPROOT THE FUNDAMENTAL ECONOMIC DISTORTIONS IN HEALTH CARE PAYMENT AND DELIVERY THAT DRIVE UNAFFORDABLE AND INEQUITABLE LOW-QUALITY CARE.3. HEALTH CARE PAYMENT AND DELIVERY MUST BE REORIENTED TO DELIVER WHOLE-PERSON, HOLISTIC HEALTH. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,078,019 | ExpenseAmt |
| Desc | HEALTH & VACCINATION EQUITY - ONE OF FAMILIES USA'S MOST IMPORTANT SOCIAL JUSTICE MISSIONS IS BUILDING A NATION WHERE NO ONE FACES BARRIERS TO A HEALTHY LIFE BECAUSE OF WHO THEY ARE OR WHERE THEY LIVE. TO ACHIEVE THIS GOAL, WE ARE WORKING WITH A HIGHLY DIVERSE COALITION OF PARTNERS, INCLUDING PEOPLE OF COLOR, PEOPLE WITH DISABILITIES, RURAL COMMUNITIES, ETHNIC COMMUNITIES, AND OTHERS TO CREATE A POLICY AGENDA TO ADDRESS INEQUITIES. WE ALSO ARE INCREASINGLY FOCUSED ON ADDRESSING THE SOCIAL DETERMINANTS OF HEALTH BY EXPLORING UPSTREAM APPROACHES, SUCH AS THOSE EMPLOYING COMMUNITY HEALTH WORKER MODELS THAT PROTECT AND IMPROVE HEALTH, THEREBY PREVENTING THE NEED FOR MEDICAL CARE. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $974,421 | ExpenseAmt |
| Grant | $15,000 | GrantAmt |
| Desc | MEDICAID WORK - FAMILIES USA IS THE FOUNDER AND CONVENER OF THE MEDICAID COALITION. THE COALITION HAS AN INFORMAL MEMBERSHIP OF OVER 600 ORGANIZATIONS WITH A SHARED COMMITMENT TO ENSURE THAT ALL AMERICANS HAVE EQUAL ACCESS TO HIGH-QUALITY, AFFORDABLE HEALTH CARE.FOR MORE THAN TWO DECADES, THE MEMBERS OF THE MEDICAID COALITION HAVE WORKED TO PROTECT MEDICAID FROM ONGOING LEGISLATIVE AND ADMINISTRATIVE THREATS, EXPAND THE PROGRAM TO COVER MORE LOW-INCOME PEOPLE, AND IMPROVE IT SO THAT IT IS FISCALLY STRONG AND ABLE TO DELIVER THE HIGHEST QUALITY OF CARE TO AS MANY PEOPLE AS POSSIBLE OVER THE LONG-TERM.THE DIVERSE AND INFLUENTIAL MEMBERSHIP PRESENTLY INCLUDES ORGANIZATIONS REPRESENTING: SENIORS, WOMEN, CHILDREN, FAMILIES; DISEASE AND DISABILITY ORGANIZATIONS; HEALTH PROVIDERS; HOSPITALS AND COMMUNITY HEALTH CENTERS; COMMUNITIES OF COLOR; FAITH-BASED COMMUNITIES; ANTI-POVERTY GROUPS; LABOR AND MANY OTHER MULTI-ISSUE ADVOCACY ORGANIZATIONS. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $2,306,677 | ExpenseAmt |
| Grant | $10,000 | GrantAmt |
| Revenue | $123,940 | RevenueAmt |
| Desc | HEALTH ACTION CONFERENCE, ORAL HEALTH, ADVOCACY, AND OTHER PROGRAMS EXPENSES | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $2,306,677 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $10,000 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $123,940 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $6,355,214 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 24 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 71 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 15 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 14 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | AL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AZ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | DE | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | FL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | GA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | HI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ID | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | IL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | IN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | IA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NE | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NJ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NM | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ND | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | RI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | SC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | SD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | TN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | TX | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | VT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | VA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WV | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WY | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JON OLSON | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2026283030 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1225 NEW YORK AVE NW SUITE 800 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20005 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (28 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd |
|---|---|---|---|---|---|---|---|---|---|
| FREDERICK ISASI | |||||||||
| EXECUTIVE DIRECTOR | 37.00 | 3.00 | Yes (X) | $420,885 | $0 | $35,895 | |||
| JUDE MCCARTIN | |||||||||
| CHIEF OF STAFF | 35.00 | 5.00 | $264,883 | $0 | $18,459 | Yes (X) | |||
| YASMIN ABBOUD | |||||||||
| SR. DIR., FUNDRAISING | 40.00 | 0.10 | $194,223 | $0 | $46,808 | Yes (X) | |||
| JENNIFER TAYLOR | |||||||||
| SR. DIR., FEDERAL RELATIONS | 26.00 | 14.00 | $181,735 | $0 | $38,225 | Yes (X) | |||
| SOPHIA TRIPOLI | |||||||||
| SR. DIR., HEALTH POLICY | 38.00 | 2.00 | $164,150 | $0 | $49,643 | Yes (X) | |||
| JON OLSON | |||||||||
| SR. DIR., FINANCE & OPERATIONS | 40.00 | 0.20 | Yes (X) | $159,829 | $0 | $53,240 | |||
| STACI LOFTON | |||||||||
| SR. DIR., HEALTH EQUITY | 40.00 | 0.10 | $170,677 | $0 | $22,839 | Yes (X) | |||
| CHERYL FISH-PARCHAM | |||||||||
| DIR., PRIVATE COVERAGE | 40.00 | $148,172 | $0 | $44,397 | Yes (X) | ||||
| YAEL LEHMANN | |||||||||
| SR. DIR., STRATEGIC PARTNERSHIPS | 40.00 | 0.20 | $172,341 | $0 | $15,431 | Yes (X) | |||
| BENJAMIN ANDERSON | |||||||||
| DEP. SR. DIR., HEALTH POLICY | 40.00 | $144,392 | $0 | $34,364 | Yes (X) | ||||
| GILLIAN SHURLAND | |||||||||
| SR. DIR. TALENT & HAPPINESS | 40.00 | $149,477 | $0 | $23,113 | Yes (X) | ||||
| ARIELLE KANE | |||||||||
| DIR., MEDICAID INITIATIVES | 40.00 | $128,128 | $0 | $12,003 | Yes (X) | ||||
| LISA SHAPIRO | |||||||||
| ASST SECRETARY (OUTGOING 2023)/SR. ADVISOR FOR STR | 18.00 | Yes (X) | $49,220 | $0 | $25,357 | ||||
| PHILIPPE VILLERS | |||||||||
| PRESIDENT EMERITUS | 20.00 | 1.00 | Yes (X) | $16,460 | $0 | $30 | Yes (X) | ||
| SISTER SIMONE CAMPBELL | |||||||||
| PRESIDENT | 3.00 | 3.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| DEBORAH BACHRACH | |||||||||
| VICE PRESIDENT | 3.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |||
| MARIA LEMUS | |||||||||
| SECRETARY | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |||
| MATT MORRISON | |||||||||
| TREASURER | 3.00 | 3.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| ROBERT CRITTENDEN MD | |||||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | ||||
| TOBY DOUGLAS | |||||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | ||||
| RUSHIKA FERNANDOPULLE MD | |||||||||
| DIRECTOR (OUTGOING 2023) | 1.00 | $0 | $0 | $0 | Yes (X) | ||||
| SAMUEL KARP | |||||||||
| DIRECTOR | 3.00 | $0 | $0 | $0 | Yes (X) | ||||
| JAMES KIMMEY MD | |||||||||
| DIRECTOR | 3.00 | $0 | $0 | $0 | Yes (X) | ||||
| JOHN KITZHABER | |||||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | ||||
| LATISHA LATIKER | |||||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | ||||
| ELENA MARKS | |||||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | ||||
| ANGELA MONSON | |||||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | ||||
| MELANIE POWELL | |||||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $2,364,572 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $419,804 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 19 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $4,765,412 | AllOtherContributionsAmt |
| Total Contributions | $4,765,412 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| CONFERENCE REGISTRATION | 900099 | $122,890 | $122,890 |
| HONORARIA | 900099 | $1,050 | $1,050 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $123,940 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $426,047 | TotalRevenueColumnAmt |
| Exclusion | $426,047 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $7,527,096 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $6,885,282 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $641,814 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $641,814 | TotalRevenueColumnAmt |
| Exclusion | $641,814 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt |
|---|---|---|---|
| SUBLEASE REVENUE | 900099 | $298,849 | $298,849 |
| ADMINISTRATIVE REVENUE | $12,093 | $12,093 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $38,408 | TotalRevenueColumnAmt |
| Exclusion | $38,408 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $349,350 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $6,306,563 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $123,940 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,417,211 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,000 | TotalAmt |
| Program Services | $25,000 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,784,704 | TotalAmt |
| Program Services | $1,395,594 | ProgramServicesAmt |
| Management And General | $223,951 | ManagementAndGeneralAmt |
| Fundraising | $165,159 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,041,015 | TotalAmt |
| Program Services | $2,379,547 | ProgramServicesAmt |
| Management And General | $379,817 | ManagementAndGeneralAmt |
| Fundraising | $281,651 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $158,882 | TotalAmt |
| Program Services | $124,537 | ProgramServicesAmt |
| Management And General | $19,617 | ManagementAndGeneralAmt |
| Fundraising | $14,728 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $353,489 | TotalAmt |
| Program Services | $274,537 | ProgramServicesAmt |
| Management And General | $46,500 | ManagementAndGeneralAmt |
| Fundraising | $32,452 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $385,277 | TotalAmt |
| Program Services | $301,992 | ProgramServicesAmt |
| Management And General | $47,570 | ManagementAndGeneralAmt |
| Fundraising | $35,715 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,103 | TotalAmt |
| Program Services | $7,826 | ProgramServicesAmt |
| Management And General | $3,981 | ManagementAndGeneralAmt |
| Fundraising | $296 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $135,315 | TotalAmt |
| Program Services | $87,498 | ProgramServicesAmt |
| Management And General | $44,505 | ManagementAndGeneralAmt |
| Fundraising | $3,312 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $136,005 | TotalAmt |
| Management And General | $136,005 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $700,275 | TotalAmt |
| Program Services | $452,817 | ProgramServicesAmt |
| Management And General | $230,319 | ManagementAndGeneralAmt |
| Fundraising | $17,139 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $137,937 | TotalAmt |
| Program Services | $136,834 | ProgramServicesAmt |
| Management And General | $474 | ManagementAndGeneralAmt |
| Fundraising | $629 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $171,560 | TotalAmt |
| Program Services | $81,181 | ProgramServicesAmt |
| Management And General | $67,879 | ManagementAndGeneralAmt |
| Fundraising | $22,500 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $95,615 | TotalAmt |
| Program Services | $63,329 | ProgramServicesAmt |
| Management And General | $25,162 | ManagementAndGeneralAmt |
| Fundraising | $7,124 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,266,287 | TotalAmt |
| Program Services | $265,830 | ProgramServicesAmt |
| Management And General | $969,342 | ManagementAndGeneralAmt |
| Fundraising | $31,115 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $68,835 | TotalAmt |
| Program Services | $57,726 | ProgramServicesAmt |
| Management And General | $10,740 | ManagementAndGeneralAmt |
| Fundraising | $369 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $549,672 | TotalAmt |
| Program Services | $460,954 | ProgramServicesAmt |
| Management And General | $85,769 | ManagementAndGeneralAmt |
| Fundraising | $2,949 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,138 | TotalAmt |
| Program Services | $954 | ProgramServicesAmt |
| Management And General | $178 | ManagementAndGeneralAmt |
| Fundraising | $6 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $310,348 | TotalAmt |
| Program Services | $202,651 | ProgramServicesAmt |
| Management And General | $83,909 | ManagementAndGeneralAmt |
| Fundraising | $23,788 | FundraisingAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| RECRUITING | $51,684 | $33,402 | $14,252 | $4,030 |
| DUES & SUBSCRIPTIONS | $4,142 | $2,704 | $1,121 | $317 |
| BOARD EXPENSES | $303 | $301 | $1 | $1 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,389,586 | TotalAmt |
| Program Services | $6,355,214 | ProgramServicesAmt |
| Management And General | $2,391,092 | ManagementAndGeneralAmt |
| Fundraising | $643,280 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,683,597 | BOYAmt |
| EOY | $702,933 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,056,341 | BOYAmt |
| EOY | $326,399 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $614,000 | BOYAmt |
| EOY | $712,500 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $710,310 | BOYAmt |
| EOY | $569,931 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $270,711 | BOYAmt |
| EOY | $327,961 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $2,678,142 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,160,586 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,659,951 | BOYAmt |
| EOY | $1,517,556 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,906,606 | BOYAmt |
| EOY | $25,032,512 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,269,206 | BOYAmt |
| EOY | $7,615,992 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $38,170,722 | BOYAmt |
| EOY | $36,805,784 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $436,352 | BOYAmt |
| EOY | $513,212 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $922,785 | BOYAmt |
| EOY | $1,215,979 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,772,347 | BOYAmt |
| EOY | $11,601,269 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,131,484 | BOYAmt |
| EOY | $13,330,460 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,319,393 | BOYAmt |
| EOY | $22,498,340 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,719,845 | BOYAmt |
| EOY | $976,984 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,039,238 | BOYAmt |
| EOY | $23,475,324 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $38,170,722 | BOYAmt |
| EOY | $36,805,784 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$3,083,023 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $2,519,109 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $6,846,313 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,584,761 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $6,107,121 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,091,806 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,765,412 | CurrentTaxYearAmt |
| Total | $26,395,413 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $6,846,313 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,584,761 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $6,107,121 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,091,806 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,765,412 | CurrentTaxYearAmt |
| Total | $26,395,413 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $12,240,396 | SubstantialContributorsTotAmt |
| Public Support Total170 | $14,155,017 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $584,839 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $490,567 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $513,960 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $444,800 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $426,047 | CurrentTaxYearAmt |
| Total | $2,460,213 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $105,278 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $182,623 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $56,617 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $188,228 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $349,350 | CurrentTaxYearAmt |
| Total | $882,096 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $29,737,722 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $669,584 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.47600 | PublicSupportCY170Pct |
| Public Support PY170 | 0.48750 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: | FormAndLineReferenceDesc |
| Explanation | MISCELLANEOUS INCOME - 2019 AMOUNT: $ 4,178. 2020 AMOUNT: $ 3,203. 2021 AMOUNT: $ 4,593. 2022 AMOUNT: $ 6,200. 2023 AMOUNT: $ 38,408. SUBLEASE INCOME - 2019 AMOUNT: $ 101,100. 2020 AMOUNT: $ 179,420. 2021 AMOUNT: $ 52,024. 2022 AMOUNT: $ 133,129. 2023 AMOUNT: $ 298,849. ADMINISTRATION INCOME - 2022 AMOUNT: $ 48,899. 2023 AMOUNT: $ 12,093. | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
Total Grassroots Lobbying TotalGrassrootsLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Total Direct Lobbying TotalDirectLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $59,348 | FilingOrganizationsTotalAmt |
Total Lobbying Expend TotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $59,348 | FilingOrganizationsTotalAmt |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $9,330,238 | FilingOrganizationsTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $9,389,586 | FilingOrganizationsTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $619,479 | FilingOrganizationsTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $154,870 | FilingOrganizationsTotalAmt |
Tot Lbbyng Grassroot Mns Non Tx TotLbbyngGrassrootMnsNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Tot Lbby Expend Mns Lbbyng Non Tx TotLbbyExpendMnsLbbyngNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $541,513 | CurrentYearMinus3Amt |
| Current Year Minus2 | $593,997 | CurrentYearMinus2Amt |
| Current Year Minus1 | $584,070 | CurrentYearMinus1Amt |
| Current Year | $619,479 | CurrentYearAmt |
| Total | $2,339,059 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $3,508,589 | LobbyingCeilingAmt |
Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $211,064 | CurrentYearMinus3Amt |
| Current Year Minus2 | $256,767 | CurrentYearMinus2Amt |
| Current Year Minus1 | $51,164 | CurrentYearMinus1Amt |
| Current Year | $59,348 | CurrentYearAmt |
| Total | $578,343 | TotalAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $135,378 | CurrentYearMinus3Amt |
| Current Year Minus2 | $148,499 | CurrentYearMinus2Amt |
| Current Year Minus1 | $146,018 | CurrentYearMinus1Amt |
| Current Year | $154,870 | CurrentYearAmt |
| Total | $584,765 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $877,148 | GrassrootsCeilingAmt |
Avg Grassroots Lobbying Expend AvgGrassrootsLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $35,467 | CurrentYearMinus3Amt |
| Current Year Minus2 | $63,577 | CurrentYearMinus2Amt |
| Current Year Minus1 | $469 | CurrentYearMinus1Amt |
| Current Year | $0 | CurrentYearAmt |
| Total | $99,513 | TotalAmt |
Schedule D IRS990ScheduleD
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,903,187 | OtherCostOrOtherBasisAmt |
| Depreciation | $757,804 | DepreciationAmt |
| Book Value | $1,145,383 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $774,955 | OtherCostOrOtherBasisAmt |
| Depreciation | $402,782 | DepreciationAmt |
| Book Value | $372,173 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $1,517,556 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (5 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| RIGHT OF USE ASSETS - OPERATING LEASE | $7,167,512 |
| DUE FROM AFFILIATE | $224,409 |
| DEFERRED COMPENSATION ASSETS | $217,965 |
| RIGHT OF USE ASSETS - FINANCING LEASE | $3,606 |
| DEPOSITS | $2,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $7,615,992 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| OPERATING LEASE LIABILITIES | $11,379,029 |
| DEFERRED COMPENSATION LIABILITIES | $217,965 |
| FINANCING LEASE LIABILITIES | $4,275 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $11,601,269 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART X, LINE 2: | FormAndLineReferenceDesc |
| Explanation | MANAGEMENT HAS CONCLUDED THAT THE FOUNDATION HAS PROPERLY MAINTAINED ITS EXEMPT STATUS AND THERE ARE NO UNCERTAIN TAX POSITIONS AS OF DECEMBER 31, 2023. | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|
| ALABAMA ARISE | ||||||||
| 400 S UNION ST SUITE 495 | MONTGOMERY | AL | 36104 | 631186365 | 501(C)(3) | $15,000 | $0 | GENERAL SUPPORT |
| TAKEACTION MINNESOTA | ||||||||
| 705 RAYMOND AVE SUITE 100 | ST PAUL | MN | 55114 | 411635130 | 501(C)(3) | $10,000 | $0 | GENERAL SUPPORT |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 2 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | TO BEST MONITOR THE ACTIVITIES AND THE EXPENDITURES OF THE SUB-GRANTEES, WE STRUCTURED THE UNDERLYING AGREEMENTS TO REQUIRE INTERIM PROGRAMMATIC AND FINANCIAL REPORTS BEFORE RELEASING FUNDS. UPON SUBMITTAL AND APPROVAL OF AN INITIAL PROPOSAL, AND EXECUTION OF THE SUB-GRANT AGREEMENT, WE RELEASED 25% OF THE TOTAL CONTRACTED AMOUNT TO EACH RECIPIENT. SUBSEQUENT PAYMENTS OF 25% OF THE VALUE REQUIRED AN INTERIM REPORT SHOWING THAT SUBSTANTIALLY ALL OF THE PREVIOUSLY RELEASED FUNDS HAD BEEN PROPERLY EXPENDED, ALONG WITH A PROGRAMMATIC REPORT DESCRIBING ACTIVITIES TO DATE AND PLANS FOR THE NEXT REPORTING PERIOD. IN THIS WAY, WE WERE ABLE TO PROVIDE THE SUB-GRANTEES WITH SOME FLEXIBILITY WHILE STILL ENSURING THAT THE ACTIVITIES AND EXPENDITURES WERE PROPER AND APPROVED. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (11 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| FREDERICK ISASI | ||||||||||||||
| EXECUTIVE DIRECTOR | $420,885 | $0 | $0 | $0 | $0 | $0 | $23,600 | $0 | $12,295 | $0 | $456,780 | $0 | $0 | $0 |
| JUDE MCCARTIN | ||||||||||||||
| CHIEF OF STAFF | $264,883 | $0 | $0 | $0 | $0 | $0 | $16,080 | $0 | $2,379 | $0 | $283,342 | $0 | $0 | $0 |
| YASMIN ABBOUD | ||||||||||||||
| SR. DIR., FUNDRAISING | $194,223 | $0 | $0 | $0 | $0 | $0 | $10,457 | $0 | $36,351 | $0 | $241,031 | $0 | $0 | $0 |
| JENNIFER TAYLOR | ||||||||||||||
| SR. DIR., FEDERAL RELATIONS | $181,735 | $0 | $0 | $0 | $0 | $0 | $13,565 | $0 | $24,660 | $0 | $219,960 | $0 | $0 | $0 |
| SOPHIA TRIPOLI | ||||||||||||||
| SR. DIR., HEALTH POLICY | $164,150 | $0 | $0 | $0 | $0 | $0 | $12,686 | $0 | $36,957 | $0 | $213,793 | $0 | $0 | $0 |
| JON OLSON | ||||||||||||||
| SR. DIR., FINANCE & OPERATIONS | $159,829 | $0 | $0 | $0 | $0 | $0 | $12,033 | $0 | $41,207 | $0 | $213,069 | $0 | $0 | $0 |
| STACI LOFTON | ||||||||||||||
| SR. DIR., HEALTH EQUITY | $170,677 | $0 | $0 | $0 | $0 | $0 | $8,240 | $0 | $14,599 | $0 | $193,516 | $0 | $0 | $0 |
| CHERYL FISH-PARCHAM | ||||||||||||||
| DIR., PRIVATE COVERAGE | $148,172 | $0 | $0 | $0 | $0 | $0 | $10,886 | $0 | $33,511 | $0 | $192,569 | $0 | $0 | $0 |
| YAEL LEHMANN | ||||||||||||||
| SR. DIR., STRATEGIC PARTNERSHIPS | $172,341 | $0 | $0 | $0 | $0 | $0 | $1,548 | $0 | $13,883 | $0 | $187,772 | $0 | $0 | $0 |
| BENJAMIN ANDERSON | ||||||||||||||
| DEP. SR. DIR., HEALTH POLICY | $144,392 | $0 | $0 | $0 | $0 | $0 | $4,266 | $0 | $30,098 | $0 | $178,756 | $0 | $0 | $0 |
| GILLIAN SHURLAND | ||||||||||||||
| SR. DIR. TALENT & HAPPINESS | $149,477 | $0 | $0 | $0 | $0 | $0 | $11,247 | $0 | $11,866 | $0 | $172,590 | $0 | $0 | $0 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | THE BOARD OF DIRECTORS DELEGATED TO THE AUDIT COMMITTEE THE AUTHORITY TO REVIEW AND APPROVE THE DRAFT OF THE FORM 990 PRIOR TO ITS FILING. THE AUDIT COMMITTEE RECEIVES BY EMAIL THE DRAFT FORM AND IS ASKED TO RESPOND IN WRITING TO ADDRESS ANY QUESTIONS OR CONCERNS. WHEN THE FORM 990 IS FILED, A COPY OF IT IS PROVIDED TO THE BOARD OF DIRECTORS ALONG WITH A COPY OF THE AUDITED FINANCIAL STATEMENTS. |
| FORM 990, PART VI, SECTION B, LINE 12C | CONFLICT OF INTEREST DISCLOSURE FORMS ARE FILED ANNUALLY WITH SENIOR DIRECTOR OF FINANCE AND OPERATIONS BY THE APPROPRIATE OFFICERS, DIRECTORS AND KEY EMPLOYEES. SENIOR DIRECTOR OF FINANCE AND OPERATIONS MONITORS AND ENFORCES COMPLIANCE CONSISTENT WITH THE APPROVED CONFLICT OF INTEREST POLICY. |
| FORM 990, PART VI, SECTION B, LINE 15 | BOARD OF DIRECTORS DISCUSSED AND REVIEWED COMPARABILITY DATA AND DOCUMENTED THEIR DECISIONS. THE COMPENSATION OF THE EXECUTIVE DIRECTOR IS DETERMINED BY THE PRESIDENT AND THE TWO CHAIRS OF THE PERSONNEL AND FINANCE COMMITTEE (BOTH INDEPENDENT PERSONS). THE DECISION IS EXPLAINED IN A WRITTEN DOCUMENT SUBMITTED BY THE PRESIDENT. FOR OTHER EMPLOYEES WITHIN THE BOARD APPROVED BUDGET, THE EXECUTIVE DIRECTOR DETERMINES THE COMPENSATION. A PERIODIC SALARY COMPARABILITY SURVEY IS CONDUCTED TO ASSIST WITH THE DETERMINATIONS. A COMPENSATION SURVEY WAS LAST CONDUCTED IN MARCH 2024. |
| FORM 990, PART VI, SECTION C, LINE 19 | UPON WRITTEN REQUEST, THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, FORM 990, AND AUDITED FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FAMILIES USA ACTION | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1225 NEW YORK AVE SUITE 800 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20005 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 521632583 | EIN |
| Primary Activities | HEALTH CARE REFORM | PrimaryActivitiesTxt |
| Legal Domicile State | DC | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(4) | ExemptCodeSectionTxt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FAMILIES USA FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Organization | 0 | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp
Other Organization Name OtherOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FAMILIES USA ACTION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | P | TransactionTypeTxt |
| Involved | $340,346 | InvolvedAmt |
| Method Of Amount Determination | FMV | MethodOfAmountDeterminationTxt |