2020-10-22T14:04:36-05:00 2019-12-31 420714325 RSM US LLP 1861 INTERNATIONAL DRIVE SUITE 400 MCLEAN VA 22102 990 2019-01-01 383676760 PHARMACEUTICAL CARE MANAGEMENT ASSOCIATION PHAR 2027565700 325 7TH STREET 9TH FLOOR WASHINGTON DC 20004 RYAN HICKEY CHIEF FINANCIAL OFFICER 2027565700 2020-10-21 1 YONG ZHANG CPA P01249785 7033366400 2020-10-21 96.241.128.75 2020-10-21 12:56:59 ED P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 5BB3B986E96693C9FA12ABDB8E5DE88F5CFF60A5 2019 2021-04-22 16:20:28Z PCMA JUAN CARLOS SCOTT 325 7TH STREET 9TH FLOOR WASHINGTON DC 20004 28534976 0 X WWW.PCMANET.ORG X 2003 DE THE PHARMACEUTICAL CARE MANAGEMENT ASSOCIATION (PCMA) IS THE NATIONAL ASSOCIATION REPRESENTING AMERICA'S PHARMACY BENEFIT MANAGERS (PBMS). PBMS ADMINISTER PRESCRIPTION DRUG PLANS FOR MORE THAN 270 MILLION AMERICANS WHO HAVE HEALTH INSURANCE FROM A VARIETY OF SPONSORS INCLUDING: COMMERCIAL HEALTH PLANS, SELF-INSURED EMPLOYER PLANS, UNION PLANS, MEDICARE PART D PLANS, THE FEDERAL EMPLOYEES HEALTH BENEFITS PROGRAM (FEHBP), STATE GOVERNMENT EMPLOYEE PLANS, MANAGED MEDICAID PLANS, AND OTHERS. 8 8 37 8 0 0 0 0 27955124 28416944 113097 118032 0 0 28068221 28534976 0 0 0 0 14145613 13587465 0 0 0 13137695 13935955 27283308 27523420 784913 1011556 18991760 15895913 11291719 7184316 7700041 8711597 X PCMA'S VISION AND MISSION ARE TO HELP PEOPLE OPTIMIZE PRESCRIPTION DRUG THERAPY TO LIVE HEALTHIER LIVES. WE STRIVE TO CREATE A FAVORABLE PUBLIC POLICY AND BUSINESS ENVIRONMENT FOR PHARMACEUTICAL CARE BENEFITS MANAGERS INDUSTRY (PBM) TO ACHIEVE POSITIVE HEALTHCARE OUTCOMES FOR PEOPLE BY MANAGING ACCESS TO APPROPRIATE, AFFORDABLE, AND SAFE PRESCRIPTION DRUGS. 0 0 PCMA SHAPES PRO-PBM FEDERAL AND STATE LEGISLATIVE AND REGULATORY ENVIRONMENTS BY ADVANCING PCMA MEMBER COMPANY APPROVED POLICY PRIORITIES. PCMA'S OBJECTIVE IS TO BUILD A FOUNDATIONAL UNDERSTANDING OF THE VALUE OF THE PBM INDUSTRY AMONG FEDERAL AND STATE POLICYMAKERS, THOUGHT LEADERS AND THE MEDIA. PCMA'S GOAL IS TO DEEPEN THE PBM'S RELATIONSHIP WITH PATIENT GROUPS, HEALTHCARE PROVIDERS, PAYORS, DRUG MAKERS AND OTHER STAKEHOLDERS IN THE PHARMACEUTICAL SUPPLY CHAIN TO FIND AREAS OF ALIGNMENT THAT WILL BUILD STRATEGIES TO MITIGATE CONFLICTS AND BUILD POSITIVE RELATIONSHIPS BETWEEN INDUSTRIES. 0 0 1 1 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 1 68 0 1 37 1 0 0 0 0 0 0 1 0 X 8 8 0 0 0 0 1 1 0 1 1 0 0 0 1 1 1 1 1 1 1 0 DC X RYAN HICKEY CFO 2027565700 325 7TH STREET 9TH FLOOR WASHINGTON DC 20004 DALE R BROWN DIRECTOR 1.00 0.10 X 0 0 0 JON ROBERTS DIRECTOR 1.00 0.10 X 0 0 0 TIM WENTWORTH DIRECTOR 1.00 0.10 X 0 0 0 WILLIAM FLEMMING DIRECTOR 1.00 0.10 X 0 0 0 MOSTAFA KAMAL DIRECTOR 1.00 0.10 X 0 0 0 DEEPTI JAIN DIRECTOR 1.00 0.10 X 0 0 0 JOHN PRINCE DIRECTOR 1.00 0.10 X 0 0 0 KENNETH PAULUS DIRECTOR 1.00 0.10 X 0 0 0 JUAN CARLOS SCOTT PRESIDENT & CEO 40.00 X 1128770 0 68689 KRISTIN BASS CHIEF POLICY AND EXTERNAL AFFAIRS OFFICER 40.00 X 1001928 0 59886 BRIAN MCCARTHY CHIEF STRATEGY AND BUSINESS OPERATIONS OFFICER 40.00 X 804060 0 72320 BARBARA LEVY VP/GENERAL COUNSEL/SEC. 40.00 X 564974 0 75456 BRENDA PALMER CAO & TREASURER 40.00 X 555284 0 65712 RYAN HICKEY CFO 40.00 X 347016 0 35901 LAUREN ROWLEY SVP STATE AFFAIRS 40.00 X 786148 0 57273 WENDY KRASNER SVP REGULATORY AFFAIRS 40.00 X 760400 0 76147 CHARLES COTE VP STRATEGIC COMMUNICATIONS 40.00 X 645622 0 64769 JONATHAN HEAFITZ VP FEDERAL AFFAIRS 40.00 X 554442 0 69851 APRIL ALEXANDER VP STATE LEGISLATIVE AND REGULATORY AFFAIRS 40.00 X 297472 0 46213 MARK MERRITT FMR PRESIDENT & CEO 40.00 X 2338462 0 47912 9784578 0 740129 26 1 1 0 CLYDE GROUP 1411 K ST NW FL 3 WASHINGTON DC 20005 PR AND MEDIA CONSULTANT/ADVERTISING 1611544 TOBA COMMUNICATIONS C/O 325 7TH STREET NW 9TH FLOOR WASHINGTON DC 20004 PR AND MEDIA CONSULTANT/ADVERTISING 711650 MCDERMOTT WILL & EMERY LLP PO BOX 6043 CHICAGO IL 60680 INDUSTRY LEGAL SUPPORT 698650 FOLEY HOAG LLP 155 SEAPORT BOULEVARD BOSTON MA 02210 INDUSTRY LEGAL SUPPORT 606614 GRAVINA PUBLIC SOLUTIONS 3575 MAYBANK HWY STE D253 JOHNS ISLAND SC 29455 PR AND MEDIA CONSULTANT/ADVERTISING 588500 17 MEMBERSHIP DUES 900099 16023948 16023948 INDUSTRY RELATIONS 611430 11378372 11378372 LITIGATION SUPPORT 900099 1014624 1014624 28416944 118032 118032 28534976 28416944 0 118032 X 4779995 7251085 600948 475873 479564 96528 2154778 3799980 3400041 66505 224659 1251827 492051 2048889 195029 24364 DUES / SUBCRIPTIONS 80957 CONTENT DEVELOPMENT 74506 OTHER EXPENSES 25841 27523420 6301150 3349517 5194417 1391216 2734077 2142603 791469 407478 1829986 887741 1105175 942245 2492137 7197342 373335 465512 18991760 15895913 3923151 1655678 4318638 2299548 3049930 3229090 11291719 7184316 X 7700041 8711597 7700041 8711597 18991760 15895913 1011556 0 X X 0 1 X 1 0 64069 64069 64069 1 0 0 0 16023948 4248140 4248140 2968688 1279452 PART I-A, LINE 1: DURING 2019 PCMA CONTRIBUTED TO VARIOUS STATE AND LOCAL POLITICAL CAMPAIGNS. 1399388 595926 803462 430598 291815 138783 942245 DEFERRED RENT 1530565 DEFERRED COMPENSATION 465512 DEFERRED LITIGATION SUPPORT 1233013 3229090 X 28534976 0 28534976 0 28534976 27523420 0 27523420 0 27523420 PART X, LINE 2: THE ASSOCIATION IS GENERALLY EXEMPT FROM FEDERAL INCOME TAXES UNDER THE PROVISIONS OF SECTION 501(C)(6) OF THE INTERNAL REVENUE CODE (IRC). INCOME, WHICH IS NOT RELATED TO EXEMPT PURPOSES, LESS APPLICABLE DEDUCTIONS, IS SUBJECT TO INCOME TAXES. MANAGEMENT EVALUATED THE ASSOCIATION'S TAX POSITIONS AND CONCLUDED THAT THE ASSOCIATION HAS TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE FINANCIAL STATEMENTS. X X X 1 0 0 JUAN CARLOS SCOTT PRESIDENT & CEO 778320 0 350000 0 450 0 42000 0 26689 0 1197459 0 0 0 KRISTIN BASS CHIEF POLICY AND EXTERNAL AFFAIRS OF 445713 0 554925 0 1290 0 42000 0 17886 0 1061814 0 0 0 BRIAN MCCARTHY CHIEF STRATEGY AND BUSINESS OPERATIO 436110 0 367500 0 450 0 42000 0 30320 0 876380 0 0 0 BARBARA LEVY VP/GENERAL COUNSEL/SEC. 346144 0 216850 0 1980 0 42000 0 33456 0 640430 0 0 0 BRENDA PALMER CAO & TREASURER 294664 0 258640 0 1980 0 42000 0 23712 0 620996 0 0 0 RYAN HICKEY CFO 176808 0 169938 0 270 0 26787 0 9114 0 382917 0 0 0 LAUREN ROWLEY SVP STATE AFFAIRS 366958 0 418500 0 690 0 42000 0 15273 0 843421 0 0 0 WENDY KRASNER SVP REGULATORY AFFAIRS 322690 0 433900 0 3810 0 42000 0 34147 0 836547 0 0 0 CHARLES COTE VP STRATEGIC COMMUNICATIONS 237322 0 408000 0 300 0 35769 0 29000 0 710391 0 0 0 JONATHAN HEAFITZ VP FEDERAL AFFAIRS 289132 0 265010 0 300 0 42000 0 27851 0 624293 0 0 0 APRIL ALEXANDER VP STATE LEGISLATIVE AND REGULATORY 236172 0 61000 0 300 0 35775 0 10438 0 343685 0 0 0 MARK MERRITT FMR PRESIDENT & CEO 2338462 0 0 0 0 0 0 0 47912 0 2386374 0 0 0 PART I, LINE 4A COMPENSATION FOR ONE EMPLOYEE WHO RECEIVED A SEVERANCE PAYMENT FROM THE ORGANIZATION WAS PROPERLY REPORTED ON FORM 990 PART VII AND SCHEDULE J. PART II AND HIS RESPECTIVE W2. THE TERMS AND CONDITIONS OF THE AGREEMENT ARE CONFIDENTIAL AND CAN BE MADE AVAILABLE TO THE IRS UPON REQUEST. FORM 990, PART VI, SECTION A, LINE 6 PCMA HAS 8 BOARD LEVEL MEMBERS AND 8 NON-BOARD LEVEL MEMBERS. FORM 990, PART VI, SECTION A, LINE 7A PCMA HAS 8 VOTING MEMBER COMPANIES THAT VOTE ON NEW MEMBERS AND ALSO WHETHER THEY CAN SIT ON THE BOARD. FORM 990, PART VI, SECTION B, LINE 11B THE CHIEF FINANCIAL OFFICER REVIEWS THE ASSOCIATIONS FORM 990 PRIOR TO MAILING TO THE IRS. THE 2018 FORM 990 WAS REVIEWED ON AUGUST 26, 2019. THE REVIEW INCLUDES COMPARISON OF ALL REPORTED NUMBERS TO THE AUDITED FINANCIAL STATEMENTS FOR ACCURACY. A REVIEW OF ALL WRITTEN STATEMENTS IS CONDUCTED FOR ACCURACY AND CONSISTENCY WITH THE STATED PURPOSE. FORM 990, PART VI, SECTION B, LINE 12C PCMA'S EMPLOYMENT HANDBOOK DEFINES CONFLICT OF INTEREST FOR PCMA. IT IS EACH EMPLOYEE'S RESPONSIBILITY TO READ AND ABIDE BY ALL EMPLOYMENT POLICIES OF PCMA. PCMA PERIODICALLY UPDATES THE EMPLOYEE HANDBOOK AND THE CAO FORWARDS UPDATED COPIES TO ALL EMPLOYEES WITH A REQUEST THAT THEY REVIEW AND BECOME FAMILIAR WITH THE UPDATES AND ALL SECTIONS OF THE HANDBOOK. FORM 990, PART VI, SECTION B, LINE 15 PCMA PURCHASES VARIOUS ASSOCIATION SALARY STUDIES TO ENSURE THAT ALL SALARIES ARE COMMENSURATE WITH THE INDUSTRY AND THE ASSOCIATION MARKET PLACE. THE BOARD OF DIRECTORS WILL REVIEW THE CEO'S SALARY WHEN APPROPRIATE. FORM 990, PART VI, SECTION C, LINE 19 FORM 990 IS AVAILABLE FOR INSPECTION BY REQUEST AT PCMA OFFICES LOCATED AT 325 7TH STREET NW, 9TH FLOOR, WASHINGTON, DC 20004. GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE NOT MADE PUBLICLY AVAILABLE. FORM 990, PART IX, LINE 11G COALITION BUILDING 481,556. LITIGATION/CONTINGENCY 1,203,560. OTHER FEES 181,796. REGULATORY CONSULTING 523,671. RESEARCH STUDIES 474,826. STATE TRACKING SERVICE 127,722. STRATEGY/POLICY CONSULTING 806,849. FORM 990, PART XII, LINE 2C THE PROCESS FOR OVERSEEING THE AUDIT OF THE FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT THAT AUDITED THE FINANCIAL STATEMENTS HAS BEEN CONSISTENT WITH PRIOR YEARS. PCMA FOUNDATION 325 7TH STREET 9TH FLOOR WASHINGTON DC 20004 472487430 RESEARCH ON PRESCRIPTION DRUG MANAGEMENT AND OTHER CHARITABLE ACTIVITIES DC 501(C)(3) LINE 12B, II PCMA 1 PCMA PAC 325 7TH STREET 9TH FLOOR WASHINGTON DC 20004 200117371 PAC DC 527 PCMA 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0