2022-11-11T18:09:54-06:00 2021-12-31 521186096 RUBINO AND COMPANY CHARTERED 6903 ROCKLEDGE DRIVE SUITE 300 BETHESDA MD 208171818 990 2021-01-01 042730934 FAMILIES USA FOUNDATION INC FAMI 2026283030 1225 NEW YORK AVENUE NW 800 WASHINGTON DC 20005 JON OLSON TREASURER 2026283030 2022-11-10 1 JON OLSON 999009999 KAY VOLLANS CPA P01404047 3015643636 3 AAL1 IAL1 2021 2022-09-23 18:48:47Z JON OLSON 1225 NEW YORK AVENUE NW 800 WASHINGTON DC 20005 27987341 0 X WWW.FAMILIESUSA.ORG X 1981 MA ENSURE THE BEST HEALTH AND ACCESS TO HIGH QUALITY, AFFORDABLE HEALTH CARE FOR ALL AMERICANS. 12 11 59 11 0 0 3584761 6107121 221693 98249 1360265 3108005 182623 56617 5349342 9369992 243750 538000 0 0 4448195 5462316 0 0 673837 3138319 2879616 7830264 8879932 -2480922 490060 35422898 37749314 4567894 4884191 30855004 32865123 OUR VISION IS A NATION WHERE THE BEST HEALTH AND HEALTH CARE ARE EQUALLY ACCESSIBLE AND AFFORDABLE TO ALL. 0 0 4015509 538000 COMMUNICATIONS - THE FOUNDATION PREPARED AND DISSEMINATED A WIDE RANGE OF REPORTS, BLOGS, SOCIAL MEDIA POSTINGS, INFOGRAPHICS, AND OTHER RESOURCES FOR VARIOUS AUDIENCES INCLUDING THE MEDIA, STATE, AND NATIONAL CONSUMER ADVOCATES, AND THE GENERAL PUBLIC. PUBLICATIONS COVERED A RANGE OF ISSUES RELATING TO IMPROVING HEALTH CARE AFFORDABILITY AND QUALITY, REDUCING HEALTH DISPARITIES, AND FURTHERING HEALTH EQUITY. 1048461 HEALTH POLICY - ANALYSIS AND DEVELOPMENT AT THE STATE AND FEDERAL LEVELS REGARDING EXPANDING ACCESS TO HEALTHCARE, TRANSFORMATION OF HEALTHCARE DELIVERY AND PAYMENT, AND ACHIEVING EQUITY IN HEALTHCARE ACCESS AND OUTCOMES. 735182 102842 STRATEGIC PARTNERSHIPS - THE FOUNDATION PROVIDED ASSISTANCE AND TECHNICAL SUPPORT TO NATIONAL AND STATE-BASED ORGANIZATIONS ON ISSUES RELATED TO EXPANDING AND STRENGTHENING ACCESS TO AFFORDABLE HEALTHCARE. THIS INCLUDED PROVIDING EXTENSIVE TECHNICAL ASSISTANCE AT OUR ANNUAL CONFERENCE AND DURING TELECONFERENCES. 5799152 1 1 0 1 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 1 27 0 1 59 1 0 0 0 0 0 0 0 0 0 0 0 0 X 12 11 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 0 0 AL AZ AR CA CT DE FL GA HI ID IL IN IA KS KY MD MA MI MN MS MT NE NH NJ NM NY NC ND OK OR PA RI SC SD TN TX VT VA WV WI WY X JON OLSON 2026283030 1225 NEW YORK AVENUE NW 800 WASHINGTON DC 20005 PHILIPPE VILLERS PRES/TREAS/DIR 20.00 1.00 X X 16186 0 1280 SISTER SIMONE CAMPBELL DIRECTOR/ SECRETARY 1.00 1.00 X X 0 0 0 DEBORAH BACHRACH DIRECTOR 1.00 X 0 0 0 ROBERT CRITTENDEN MD DIRECTOR 1.00 X 0 0 0 RUSHIKA FERNANDOPULLE MD DIRECTOR 1.00 X 0 0 0 SAMUEL KARP DIRECTOR 1.00 X 0 0 0 JAMES KIMMEY DIRECTOR 1.00 X 0 0 0 JOHN KITZHABER DIRECTOR 1.00 X 0 0 0 MARIA LEMUS DIRECTOR 1.00 X 0 0 0 ANGELA MONSON DIRECTOR 1.00 X 0 0 0 MATT MORRISON DIRECTOR 1.00 1.00 X 0 0 0 MELANIE POWELL DIRECTOR 1.00 X 0 0 0 FREDERICK ISASI EXECUTIVE DIRECTOR 40.00 1.00 X 344948 6179 34951 JON OLSON TREAS/SR. DIR OF FIN & OPS 40.00 X 146876 0 51951 LISA SHAPIRO ASSISTANT SECRETARY 24.00 X 110902 0 0 KATHLEEN CORRIGAN CHIEF OF STAFF 40.00 X 206220 5390 33153 ELIOT FISHMAN SR. DIRECTOR OF HEALTH POLICY 40.00 X 200056 0 59602 STANDLEY DORN DIR OF NAT'L CENTER FOR CO 40.00 X 184083 0 56435 YASMIN ABBOUD SR. DIRECTOR OF FUNDRAISING 40.00 1.00 X 157766 0 41401 JENNIFER TAYLOR SR. DIRECTOR, FEDERAL RELATIONS 40.00 X 153409 10441 34772 1520446 22010 313545 15 0 1 0 BETTY AND SMITH LLC 1818 N STREET NW SUITE 515 WASHINGTON DC 20036 MEDIA CAMPAIGNS FOR SURPRISE BILLING AND 160000 1 560195 5546926 6107121 CONFERENCE REGISTRATION 541900 78472 78472 CONCORD OFFICE 541900 18477 18477 HONORARIA 541900 1300 1300 98249 513960 513960 52024 0 52024 52024 52024 21211394 18511279 106070 2700115 -106070 2594045 2594045 MISCELLANOUS INCOME 541900 4593 4593 4593 9369992 102842 0 3160029 538000 538000 641803 205584 382410 53809 2875270 2089583 524273 261414 183815 133275 33788 16752 1410383 984343 291196 134844 351045 234392 84591 32062 20240 13845 6395 123271 123271 164146 164146 598456 311320 287136 32011 32011 236657 5764 210500 20393 78952 1304 77648 1241243 1241243 1213 243 970 184063 180122 3941 1015 1015 155061 155061 43288 43288 G&A ALLOCATION 0 1083211 -1231379 148168 8879932 5799152 2406943 673837 1632216 1153058 819992 1413364 370839 592500 253992 240794 2367788 702947 1206569 1664841 31120403 32667383 18887 17374 35422898 37749314 867069 802639 27115 373832 3673710 3707720 4567894 4884191 X 28083561 30503954 2771443 2361169 30855004 32865123 35422898 37749314 490060 1520059 0 X X 0 1 X 1 0 X 3705599 2354308 6846313 3584761 6107121 22598102 3705599 2354308 6846313 3584761 6107121 22598102 10533282 12064820 619707 681349 685939 669987 565714 3222696 24938 26179 4178 3203 4593 63091 25883889 1220277 0.46610 0.45260 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS REVENUE - 2017 AMOUNT: $ 24,938. 2018 AMOUNT: $ 26,179. 2019 AMOUNT: $ 4,178. 2020 AMOUNT: $ 3,203. 2021 AMOUNT: $ 4,593. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 63577 193180 256757 8623175 8879932 593997 148499 0 0 502201 541255 541513 593997 2178966 3268449 88931 100760 211064 256757 657512 125550 135314 135378 148499 544741 817112 5189 2502 35467 63577 106735 1897958 471819 1426139 286188 178819 107369 183642 52309 131333 1664841 CAPITAL LEASE OBLIGATION 5043 DEFERRED LEASE INCENTIVE 3696577 TENANT PREPAID RENT-BUILDING 6100 3707720 X 10725905 1520059 1520059 9205846 164146 164146 9369992 8715786 0 8715786 164146 164146 8879932 PART X, LINE 2: THE FOUNDATION IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND THE APPLICABLE INCOME TAX REGULATIONS OF THE DISTRICT OF COLUMBIA. THE FOUNDATION IS NOT A PRIVATE FOUNDATION AND IS EXEMPT FROM TAXES ON INCOME OTHER THAN UNRELATED BUSINESS INCOME. NO PROVISION FOR INCOME TAXES IS REQUIRED FOR 2021 OR 2020. THE FOUNDATION'S INCOME TAX RETURNS ARE SUBJECT TO REVIEW AND EXAMINATION BY FEDERAL AND STATE TAXING AUTHORITIES. THE FOUNDATION IS NOT AWARE OF ANY ACTIVITIES THAT WOULD JEOPARDIZE ITS TAX-EXEMPT STATUS. INCOME TAX RETURNS FOR THE YEARS ENDED DECEMBER 31, 2020, 2019 AND 2018 REMAIN OPEN TO EXAMINATION BY THE TAXING JURISDICTIONS. 1 COLORADO CONSUMER HEALTH INITIATIVE 1420 N OGDEN ST SUITE A1 DENVER CO 80218 841145452 501(C)(3) 20000 0 EDUCATE THE PUBLIC ON RX DRUGS AND REDUCING COSTS TENNESSEE HEALTH CARE CAMPAIGN 1423 KENSINGTON SQUARE CT MURFREESBORO TN 37130 581875599 501(C)(3) 10000 0 EDUCATE THE PUBLIC ON RX DRUGS AND REDUCING COSTS MISSOURI HEALTH CARE FOR ALL PO BOX 190429 SAINT LOUIS MO 63119 273885910 501(C)(3) 20000 0 EDUCATE THE PUBLIC ON RX DRUGS AND REDUCING COSTS HEALTH ACTION NM 3700 OSUNA RD NE 504 ALBUQUERQUE NM 87109 850481860 501(C)(3) 10000 0 EDUCATE THE PUBLIC ON RX DRUGS AND REDUCING COSTS OSPIRG FOUNDATION 1536 SE 11TH AVE PORTLAND OR 97214 931150763 501(C)(3) 10000 0 EDUCATE THE PUBLIC ON RX DRUGS AND REDUCING COSTS OPEN DOORS FOR MULTICULTURAL FAMILIES 24437 RUSSELL RD 110 KENT WA 98032 271206272 501(C)(3) 20000 0 EDUCATE THE PUBLIC ON RX DRUGS AND REDUCING COSTS ILLINOIS COALITION FOR IMMIGRANT AND REFUGEE RIGHTS 228 S WABASH AVE CHICAGO IL 60604 363783551 501(C)(3) 40000 0 EDUCATE THE PUBLIC ON RX DRUGS AND REDUCING COSTS LATINO COMMUNITY FUND OF WASHINGTON STATE 1225 S WELLER ST SUITE 410 SEATTLE WA 98144 205987399 501(C)(3) 20000 0 EDUCATE THE PUBLIC ON RX DRUGS AND REDUCING COSTS ALABAMA FORWARD 3066 ZELDA RD MONTGOMERY AL 36106 853077637 501(C)(3) 20000 0 EDUCATE THE PUBLIC ON RX DRUGS AND REDUCING COSTS NC COUNTS COALITION PO BOX 566 RALEIGH NC 27602 825469509 501(C)(3) 20000 0 EDUCATE THE PUBLIC ON RX DRUGS AND REDUCING COSTS ARIZONA COMMUNITY HEALTH WORKERS ASSOCIATION INC 424 N CHRISTINE AVE DOUGLAS AZ 85607 813963414 501(C)(3) 20000 0 EDUCATE THE PUBLIC ON RX DRUGS AND REDUCING COSTS NORTH CAROLINA AIDS ACTION NETWORK 2832 ENSEMBLE CT CHARLOTTE NC 28262 320323779 501(C)(3) 20000 0 EDUCATE THE PUBLIC ON RX DRUGS AND REDUCING COSTS HEALTH EQUITY SOLUTIONS INC 53 OAK STREET HARTFORD CT 06106 465011055 501(C)(3) 173000 0 EDUCATE THE PUBLIC ON RX DRUGS AND REDUCING COSTS AXENE HEALTH PARTNERS LLC 41923 2ND ST 204 TEMECULA CA 92590 412086311 30000 0 EDUCATE THE PUBLIC ON RX DRUGS AND REDUCING COSTS 14 1 PART I, LINE 2: 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. X X X 0 0 0 0 0 0 0 0 0 FREDERICK ISASI EXECUTIVE DIRECTOR 344948 6179 0 0 0 0 20800 0 14151 0 379899 6179 0 0 JON OLSON TREAS/SR. DIR OF FIN & OPS 146876 0 0 0 0 0 11186 0 40765 0 198827 0 0 0 KATHLEEN CORRIGAN CHIEF OF STAFF 206220 5390 0 0 0 0 0 0 33153 0 239373 5390 0 0 ELIOT FISHMAN SR. DIRECTOR OF HEALTH POLICY 200056 0 0 0 0 0 14820 0 44782 0 259658 0 0 0 STANDLEY DORN DIR OF NAT'L CENTER FOR CO 184083 0 0 0 0 0 13676 0 42759 0 240518 0 0 0 YASMIN ABBOUD SR. DIRECTOR OF FUNDRAISING 157766 0 0 0 0 0 8634 0 32767 0 199167 0 0 0 JENNIFER TAYLOR SR. DIRECTOR, FEDERAL RELATIONS 153409 10441 0 0 0 0 7371 0 27401 0 188181 10441 0 0 FORM 990, PART VI, SECTION A, LINE 6 UNDER THE ORGANIZATION'S BYLAWS, THERE ARE THREE MEMBERS OF THE CORPORATION. SOME OF THE MEMBERS ARE ALSO DIRECTORS WITH THE RIGHT TO PARTICIPATE IN THE ORGANIZATION'S GOVERNANCE. FORM 990, PART VI, SECTION A, LINE 7A UNDER THE ORGANIZATION'S BYLAWS, MEMBERS OF THE CORPORATION ELECT THE MEMBERS OF THE BOARD OF DIRECTORS UNTIL SUCH TIME AS THE TWO ORIGINAL MEMBERS OF THE CORPORATION HAVE DIED. FORM 990, PART VI, SECTION A, LINE 7B UNDER THE ORGANIZATION'S BYLAWS AMENDMENTS, THE REQUIREMENTS AROUND SPECIAL CONSIDERATIONS OF THE ORIGINAL MEMBERS WERE REMOVED. 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 15A 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 FALL 2020. 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. FORM 990, PART XII, LINE 2C THE BOARD OF DIRECTORS DELEGATED TO THE AUDIT AND FINANCE COMMITTEE THE AUTHORITY TO REVIEW THE AUDIT OF THE FINANCIAL STATEMENTS AND SELECT THE INDEPENDENT AUDITOR. THIS PROCEDURE IS THE SAME AS IN THE PRIOR YEAR. FAMILIES USA ACTION 1225 NEW YORK AVENUE 800 WASHINGTON DC 20005 521632583 HEALTH CARE REFORM DC 501(C)(4) LINE 7 FAMILIES USA FOUNDATION INC 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 1 0 0 FAMILIES USA ACTION O 156635 FMV FAMILIES USA ACTION Q 137876 FMV