2019-11-15T17:03:43-06:00 2018-12-31 521186096 RUBINO & COMPANY CHARTERED 6903 ROCKLEDGE DRIVE SUITE 1200 BETHESDA MD 208171818 990 2018-01-01 042730934 FAMILIES USA FOUNDATION INC FAMI 2026283030 1225 NEW YORK AVENUE NW NO 800 WASHINGTON DC 20005 JON OLSON TREASURER 2026283030 2019-11-15 1 PATRICIA A O'MALLEY CPA P00285909 3015643636 23.24.109.106 2019-11-15 11:18:31 ES P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 7D90D555DB8810B67C63656D42146D15BF616F9F 2018 2020-03-31 21:24:44Z JON OLSON 1225 NEW YORK AVENUE NW NO 800 WASHINGTON DC 20005 22556616 0 X WWW.FAMILIESUSA.ORG X 1981 MA ENSURE ACCESS TO HIGH QUALITY, AFFORDABLE HEALTH CARE FOR ALL AMERICANS. 9 8 53 0 0 16390 3705599 2354308 297362 314773 2676688 2426712 -33202 34634 6646447 5130427 0 0 0 0 5432753 4004792 0 0 885005 3548883 3039236 8981636 7044028 -2335189 -1913601 35301749 30366555 4382560 4474452 30919189 25892103 OUR VISION IS A NATION WHERE THE BEST HEALTH AND HEALTH CARE ARE EQUALLY ACCESSIBLE AND AFFORDABLE TO ALL. 0 0 1609214 340952 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. 1095800 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. 1667864 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. 4372878 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 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 25 0 1 53 1 1 1 0 0 0 0 0 0 0 0 0 X 9 8 0 0 1 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 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 AVE NW 800 WASHINGTON DC 20005 PHILIPPE VILLERS PRES/TREAS/DIR 20.00 X X 0 0 0 ROBERT CRITTENDENMD DIRECTOR 1.00 X 0 0 0 SISTER SIMONE CAMPBELL DIRECTOR 1.00 X 0 0 0 MELANIE TOWNSEND DIGGS DIRECTOR 1.00 X 0 0 0 SAM KARP DIRECTOR 1.00 X 0 0 0 JAMES KIMMEY MD DIRECTOR 1.00 X 0 0 0 RUSHIKA FERNANDOPULLE MD DIRECTOR 1.00 X 0 0 0 ANDREW WEBBER DIRECTOR 1.00 X 0 0 0 SHANNON BROWNLEE DIRECTOR 1.00 X 0 0 0 FREDERICK ISASI EXECUTIVE DIRECTOR 40.00 X 310961 0 20087 JON OLSON TREAS./DIR. OF FINANCE & OPER. 40.00 X 121794 0 28118 ABBY BOTT SECRETARY 40.00 X 59386 0 14661 LISA SHAPIRO ASST SECRETARY 23.00 X 106513 0 29140 SINSI HERNANDEZ-CANCIO DIRECTOR OF HEALTH EQUITY 40.00 X 119939 0 38875 JAMES WILLARD SR. DIR. OF STATE & NAT'L STRAT. PARTNERSHIPS 40.00 X 168275 0 40761 STANDLEY DORN SR. FELLOW 40.00 X 173600 0 12543 ELIOT FISHMAN SENIOR DIRECTOR OF HEALTH POLICY 40.00 X 171943 0 39794 SEAN GREMMINGER SR. DIRECTOR OF FEDERAL RELATIONS 40.00 X 132318 0 23060 1364729 0 247039 12 0 1 0 YOUR PART-TIME CONTROLLER LLC 1500 WALNUT STREET SUITE 1200 PHILADELPHIA PA 19102 ACCOUNTING SERVICES 104963 1 2354308 2354308 CONF REGISTRATION 541900 240020 240020 CONCORD OFFICE 541900 61490 61490 HONORARIA 541900 8554 8554 CONTRACT SERVICES 541900 4709 4709 314773 672894 672894 8455 0 8455 8455 8455 19180007 17426189 1753818 1753818 1753818 MISCELLANOUS INCOME 900099 26179 26179 26179 5130427 340952 0 2435167 556079 556079 2584370 1879725 288155 416490 130686 88059 23116 19511 513482 344589 92543 76350 220175 134525 55843 29807 16245 16245 168800 168800 185501 185501 272552 157401 113132 2019 360830 26735 302673 31422 78544 1585 52683 24276 1202499 224 1202275 130399 84082 36110 10207 409180 385481 20086 3613 592 592 161732 161732 52362 52362 G&A ALLOCATION 0 1270472 -1541782 271310 7044028 4372878 1786145 885005 146749 136497 934234 569999 116413 73051 271113 202753 1880864 456701 1579132 1424163 32230683 27938180 23425 21912 35301749 30366555 621895 397130 150077 148463 3610588 3928859 4382560 4474452 X 28833014 24411934 2086175 1480169 30919189 25892103 35301749 30366555 -1913601 -3113485 0 X X 0 1 X 1 0 X 2157969 1107211 1907596 3705599 2354308 11232683 2157969 1107211 1907596 3705599 2354308 11232683 4484392 6748291 1014502 1042925 748129 619707 681349 4106612 581 6616 24938 26179 58314 15397609 2227387 0.43830 0.42230 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS REVENUE RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 5189 83742 88931 6955097 7044028 502201 125550 0 0 627956 651130 599082 502201 2380369 3570554 4685 5607 88931 99223 156989 162783 149771 125550 595093 892640 415 419 5189 6023 1495413 216007 1279406 324314 214146 110168 61137 26548 34589 1424163 CAPITAL LEASE OBLIGATION 8700 DEFERRED LEASE INCENTIVE 3916859 TENANT PREPAID RENT-BUILDING 3300 3928859 X 1831441 -3113485 -3113485 4944926 185501 185501 5130427 6858527 0 6858527 185501 185501 7044028 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 2018 OR 2017. 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, 2017, 2016 AND 2015 REMAIN OPEN TO EXAMINATION BY THE TAXING JURISDICTIONS. X X X X 0 0 0 0 0 0 0 1 0 FREDERICK ISASI EXECUTIVE DIRECTOR 300961 0 10000 0 0 0 6796 0 13291 0 331048 0 0 0 SINSI HERNANDEZ-CANCIO DIRECTOR OF HEALTH EQUITY 119939 0 0 0 0 0 8857 0 30018 0 158814 0 0 0 JAMES WILLARD SR. DIR. OF STATE & NAT'L STRAT. PAR 163275 0 5000 0 0 0 10801 0 29960 0 209036 0 0 0 STANDLEY DORN SR. FELLOW 173600 0 0 0 0 0 4654 0 7889 0 186143 0 0 0 ELIOT FISHMAN SENIOR DIRECTOR OF HEALTH POLICY 171943 0 0 0 0 0 8755 0 31039 0 211737 0 0 0 SEAN GREMMINGER SR. DIRECTOR OF FEDERAL RELATIONS 127318 0 5000 0 0 0 0 0 23060 0 155378 0 0 0 PART I, LINE 7 SELECT INDIVIDUALS RECEIVED PERFORMANCE-BASED BONUSES. FORM 990, PART VI, SECTION A, LINE 4 UNDER THE TERMS OF THE ORGANIZATION'S BYLAWS AMENDMENTS ADOPTED ON 12/31/18, THE REQUIREMENTS AROUND SPECIAL CONSIDERATIONS OF THE ORIGINAL MEMBERS WERE REMOVED. EFFECTIVE ON 04/20/2019, MEMBERS ARE ELECTED BY THE BOARD OF DIRECTORS WITH THE CONCURANCE OF THE EXECUTIVE COMMITTEE FOR 10-YEAR TERMS. 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 ADRESS 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 COMPARIBILITY 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 AND FORM 990 AVAILABLE TO THE PUBLIC. GENERALLY THE ORGANIZATION DOES NOT MAKE ITS FINANCIAL STATEMENTS AVAILABLE TO THE GENERAL 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) N/A N/A 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 1 0 0