2020-11-13T11:36:07-06:00 2019-12-31 521186096 RUBINO AND COMPANY CHARTERED 6903 ROCKLEDGE DRIVE SUITE 300 BETHESDA MD 208171818 990 2019-01-01 042730934 FAMILIES USA FOUNDATION INC FAMI 2026283030 1225 NEW YORK AVENUE NW NO 800 WASHINGTON DC 20005 JON OLSON TREASURER 2026283030 2020-11-13 1 KAY VOLLANS CPA P01404047 3015643636 68.100.156.80 2020-11-13 09:41:42 ES P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 8E10895808A1E7D35F48195E7112756A0A6DBAF9 2019 2021-01-29 14:40:06Z JON OLSON 1225 NEW YORK AVENUE NW NO 800 WASHINGTON DC 20005 29941560 0 X WWW.FAMILIESUSA.ORG X 1981 MA ENSURE ACCESS TO HIGH QUALITY, AFFORDABLE HEALTH CARE FOR ALL AMERICANS. 9 8 46 9 0 0 2354308 6846313 314773 237083 2426712 1832090 34634 105278 5130427 9020764 0 314000 0 0 4004792 4398835 0 0 773899 3039236 3112255 7044028 7825090 -1913601 1195674 30366555 35189145 4474452 4467453 25892103 30721692 OUR VISION IS A NATION WHERE THE BEST HEALTH AND HEALTH CARE ARE EQUALLY ACCESSIBLE AND AFFORDABLE TO ALL. 0 0 2914962 274000 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. 1239202 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. 877189 40000 241261 STRATEGIC PARTNERSHIPS - THE FOUNDATION PROVIDED ASSISTANCE AND TECHNICAL SUPPORT TO NATIONAL AND STATE-BASED ORGANIZATIONS ON ISSUES RELATED TO EXPANDING AND STRENGTHENING ACCESS TO HEALTHCARE. THIS INCLUDED PROVIDING EXTENSIVE TECHNICAL ASSISTANCE IN PERSON, AT OUR ANNUAL CONFERENCE, AND DURING TELECONFERENCES. 5031353 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 29 0 1 46 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 9 8 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 NO 800 WASHINGTON DC 20005 SISTER SIMONE CAMPBELL DIRECTOR 1.00 1.00 X 0 0 0 JOHN KITZHABER DIRECTOR 1.00 X 0 0 0 MATT MORRISON DIRECTOR 1.00 X 0 0 0 SHANNON BROWNLEE DIRECTOR 1.00 1.00 X 0 0 0 ROBERT CRITTENDEN MD DIRECTOR 1.00 X 0 0 0 MELANIE TOWNSEND DIGGS DIRECTOR 1.00 X 0 0 0 RUSHIKA FERNANDOPULLE DIRECTOR 1.00 X 0 0 0 SAM KARP DIRECTOR 1.00 X 0 0 0 FREDERICK ISASI EXECUTIVE DIRECTOR 40.00 1.00 X 322207 0 31779 JON OLSON TREAS / SNR DIR OF FIN & OPS 40.00 X 131193 0 41604 ABBY BOTT SECRETARY 40.00 1.00 X 62941 0 11793 LISA SHAPIRO ASSISTANT SECRETARY 23.00 1.00 X 106694 0 38696 NICOLE BURKEL ASSISTANT SECRETARY 1.00 X 0 0 0 JAMES WILLARD SNR DIR OF STATE & NAT'L 40.00 X 156300 0 42551 STANDLEY DORN SNR FELLOW 40.00 X 172592 0 39699 ELIOT FISHMAN SENIOR DIRECTOR OF HEALTH POLICY 40.00 X 181452 0 46478 SEAN GREMMINGER SNR DIRECTOR OF FEDERAL RELATIONS 40.00 X 160392 0 39799 YASMIN ABBOUD SNR DIRECTOR OF FUNDRAISING 40.00 1.00 X 144860 0 32699 SINSI HERNANDEZ-CANCIO DIR, CTR HLTH EQTY ACTION SYS TRNSFRMTN 40.00 X 131197 0 38419 PHILIPPE VILLERS PRESIDENT 20.00 1.00 X 17441 0 1374 1587269 0 364891 14 1 1 0 0 6846313 6846313 CONF REGISTRATION 541900 168036 168036 CONCORD OFFICE 541900 66847 66847 HONORARIA 541900 2200 2200 237083 584839 584839 101100 0 101100 101100 101100 22168047 20920796 1247251 1247251 1247251 MISCELLANOUS INCOME 900099 4178 4178 4178 9020764 241261 0 1933190 314000 314000 773202 228957 468561 75684 2741426 1785958 661004 294464 168670 110974 39093 18603 432336 274796 105225 52315 283201 165194 87657 30350 7716 7716 117240 117240 165204 165204 395269 157976 236583 710 3995 2466 1529 333194 38006 269107 26081 72030 8197 63726 107 1238931 3058 1235873 142474 102515 31034 8925 427923 399576 26189 2158 815 815 172773 172773 34691 34691 G&A ALLOCATION 0 1439680 -1704182 264502 7825090 5031353 2019838 773899 136497 487412 569999 2934676 73051 625135 202753 229477 1810858 515715 1424163 1295143 27938180 29596902 21912 20400 30366555 35189145 397130 518877 148463 124400 3928859 3824176 4474452 4467453 X 24411934 26078306 1480169 4643386 25892103 30721692 30366555 35189145 1195674 3633915 0 X X 0 1 X 1 0 X 1107211 1907596 3705599 2354308 6846313 15921027 1107211 1907596 3705599 2354308 6846313 15921027 7403651 8517376 1042925 748129 619707 681349 685939 3778049 6616 24938 26179 4178 61911 19760987 1569765 0.43100 0.43830 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS REVENUE RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2502 98258 100760 7724330 7825090 541255 135314 0 0 651130 599082 502201 541255 2293668 3440502 5607 74991 88931 100760 270289 162783 149771 125550 135314 573418 860127 419 34965 5189 2502 43075 1495413 315701 1179712 237140 160415 76725 78305 39599 38706 1295143 CAPITAL LEASE OBLIGATION 15985 DEFERRED LEASE INCENTIVE 3797291 TENANT PREPAID RENT-BUILDING 10900 3824176 X 12489475 3633915 3633915 8855560 165204 165204 9020764 7659886 0 7659886 165204 165204 7825090 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 2019 OR 2018. 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, 2018, 2017 AND 2016 REMAIN OPEN TO EXAMINATION BY THE TAXING JURISDICTIONS. 1 COMMUNITY CARE NETWORK OF KANSAS 700 SW JACKSON ST STE 600 TOPEKA KS 66603 481110925 501(C)(3) 40000 EDUCATE THE PUBLIC ON RX DRUGS AND REDUCING COSTS COLORADO CONSUMER HEALTH INITIATIVE 1420 N OGDEN ST SUITE A1 DENVER CO 80218 841145452 501(C)(3) 94000 EDUCATE THE PUBLIC ON RX DRUGS AND REDUCING COSTS HEARTLAND ALLIANCE FOR HUMAN NEEDS AND RIGHTS 208 S LASALLE ST STE 1300 CHICAGO IL 60604 361877640 501(C)(3) 60000 EDUCATE THE PUBLIC ON RX DRUGS AND REDUCING COSTS NEW JERSEY CITIZEN ACTION EDUCATION FUND 625 BROAD ST STE 270 NEWARK NJ 07102 222493628 501(C)(3) 60000 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) 60000 EDUCATE THE PUBLIC ON RX DRUGS AND REDUCING COSTS 5 0 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 322207 0 0 0 0 0 19500 0 12279 0 353986 0 0 0 JON OLSON TREAS / SNR DIR OF FIN & OPS 131193 0 0 0 0 0 10160 0 31444 0 172797 0 0 0 JAMES WILLARD SNR DIR OF STATE & NAT'L 156300 0 0 0 0 0 10671 0 31880 0 198851 0 0 0 STANDLEY DORN SNR FELLOW 172592 0 0 0 0 0 12858 0 26841 0 212291 0 0 0 ELIOT FISHMAN SENIOR DIRECTOR OF HEALTH POLICY 181452 0 0 0 0 0 13623 0 32855 0 227930 0 0 0 SEAN GREMMINGER SNR DIRECTOR OF FEDERAL RELATIONS 160392 0 0 0 0 0 7490 0 32309 0 200191 0 0 0 YASMIN ABBOUD SNR DIRECTOR OF FUNDRAISING 144860 0 0 0 0 0 6491 0 26208 0 177559 0 0 0 SINSI HERNANDEZ-CANCIO DIR, CTR HLTH EQTY ACTION SYS TRNSFR 131197 0 0 0 0 0 9480 0 28939 0 169616 0 0 0 PHILIPPE VILLERS PRESIDENT 17441 0 0 0 0 0 0 0 1374 0 18815 0 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 AND FINANCE COMMITTEE THE AUTHORITY TO REVIEW THE DRAFT OF THE FORM 990 PRIOR TO ITS FILING. THE AUDIT AND FINANCE COMMITTEE RECEIVES BY EMAIL THE DRAFT FORM AND ARE 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 AUDIT AND FINANCE COMMITTEES (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 DECEMBER 2018. 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 135016 FMV FAMILIES USA ACTION Q 116218 FMV