2018-11-15T14:11:32-06:00 2017-12-31 521186096 RUBINO & COMPANY CHARTERED 6903 ROCKLEDGE DRIVE SUITE 1200 BETHESDA MD 208171818 990 2017-01-01 042730934 FAMILIES USA FOUNDATION INC FAMI 2026283030 1225 NEW YORK AVENUE NW NO 800 WASHINGTON DC 20005 FREDERICK ISASI EXECUTIVE DIRECTOR 2026283030 2018-11-15 1 PATRICIA A O'MALLEY CPA P00285909 3015643636 23.24.109.106 2018-11-15 08:52:56 ES P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 7D90D555DB8810B67C63656D42146D15BF616F9F 2017 2019-02-21 02:37:17Z FREDERICK ISASI 1225 NEW YORK AVENUE NW NO 800 WASHINGTON DC 20005 19756089 0 X WWW.FAMILIESUSA.ORG X 1981 MA ENSURE ACCESS TO HIGH QUALITY, AFFORDABLE HEALTH CARE FOR ALL AMERICANS. 9 8 60 0 0 0 1907596 3705599 306933 297362 1066271 2676688 -107835 -33202 3172965 6646447 0 0 0 0 6500339 5432753 0 0 755626 3342245 3548883 9842584 8981636 -6669619 -2335189 34250026 35301749 3271646 4382560 30978380 30919189 X OUR VISION IS A NATION WHERE THE BEST HEALTH AND HEALTH CARE ARE EQUALLY ACCESSIBLE AND AFFORDABLE TO ALL. 0 1 2973826 322300 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. 1959375 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. 1851022 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. 6784223 1 1 0 1 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 24 0 1 60 1 0 0 0 0 0 1 1 0 0 X 9 8 0 0 0 0 1 1 0 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 240808 0 381 CRAIG OBEY DEPUTY EXECUTIVE DIRECTOR 40.00 X 201223 0 11926 JON OLSON TREASURER/DIRECTOR OF FINANCE & OPERATIONS 40.00 X 18500 0 89 RON POLLACK VP/EXECUTIVE DIRECTOR 40.00 X 248137 0 6854 MELISSA SUE ROSENBLATT SECRETARY 40.00 X 117327 0 8347 MICHELLE WILLIAMS TREASURER 40.00 X 128482 0 7924 ABBY BOTT SECRETARY 40.00 X 53212 0 3531 MATTHEW FARREY DIRECTOR OF DEVELOPMENT 40.00 X 174865 0 10601 SINSI HERNANDEZ-CANCIO DIRECTOR OF HEALTH EQUITY 40.00 X 118917 0 8499 WILLIAM LUTZ SENIOR DIRECTOR OF COMMUNICATIONS 40.00 X 143006 0 7827 NORMA MAHAN DIRECTOR OF MEDICAID SERVICES 40.00 X 130696 0 11103 JAMES WILLARD SENIOR DIRECTOR OF STATE & NATIONAL STRAGEGIC PRT 40.00 X 168026 0 11798 1743199 0 88880 17 0 1 0 PRECON EVENTS LLC 11910 PARKLAWN DRIVE SUITE T ROCKVILLE MD 20852 CONFERENCE AND EVENT MANAGEMENT 104715 1 112336 3593263 1789 3705599 CONF REGISTRATION 541900 291726 291726 HONORARIA 541900 5636 5636 297362 618432 618432 1275 0 1275 1275 1275 15051183 12992927 2058256 2058256 2058256 57300 112336 116715 -59415 -59415 MISCELLANOUS INCOME 900099 24938 24938 24938 6646447 322300 0 2618548 1185150 203055 931331 50764 3249444 2808273 149032 292139 175313 155398 19915 567527 415521 122077 29929 255319 174425 56382 24512 27163 27163 124034 124034 131137 131137 463582 269092 178488 16002 59930 41677 18253 647982 255260 342089 50633 134400 69429 60307 4664 1175777 1640 1174137 184957 141555 32725 10677 396308 380523 13737 2048 1253 1253 165317 165317 37043 37043 G&A ALLOCATION 0 1868375 -2122718 254343 8981636 6784223 1441787 755626 683533 146749 387281 934234 81915 116413 204410 271113 1875614 296482 1723807 1579132 31088358 32230683 80722 23425 34250026 35301749 781146 621895 28278 150077 2462222 3610588 3271646 4382560 X 29843369 28833014 1135011 2086175 30978380 30919189 34250026 35301749 -2335189 2275998 0 X X 0 1 X 1 0 X 2402351 2157969 1107211 1907596 3705599 11280726 2402351 2157969 1107211 1907596 3705599 11280726 4556269 6724457 1178443 1014502 1042925 748129 619707 4603706 5913 581 6616 24938 38048 15922480 2631015 0.42230 0.32820 X 0 0 0 8981636 8981636 599082 149771 0 0 574134 627956 651130 599082 2452302 3678453 47120 4685 5607 57412 143534 156989 162783 149771 613077 919616 582 415 419 1416 1495413 116313 1379100 322343 165019 157324 57858 15150 42708 1579132 CAPITAL LEASE OBLIGATION 19680 DEFERRED LEASE INCENTIVE 3590908 3610588 X 8791308 2275998 2275998 6515310 131137 131137 6646447 8850499 0 8850499 131137 131137 8981636 PART X, LINE 2: THE FOUNDATION HAS A PROCESS IN PLACE TO ENSURE THE MAINTENANCE OF ITS EXEMPT-STATUS; TO IDENTIFY AND REPORT UNRELATED BUSINESS INCOME; TO DETERMINE ITS FILING AND TAX OBLIGATIONS IN JURISDICTIONS FOR WHICH IT HAS NEXUS; AND TO IDENTIFY AND EVALUATE OTHER MATTERS THAT MAY BE CONSIDERED TAX POSITIONS. THE FOUNDATION HAS DETERMINED THAT THERE ARE NO MATERIAL UNCERTAIN TAX POSITIONS THAT REQUIRE RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. RONALD POLLACK TRIBUTE DINNER 169636 112336 57300 18040 64240 28560 5875 169636 112336 57300 18040 64240 28560 5875 116715 -59415 X 1 1 X X X X 1 0 0 0 0 0 0 0 0 FREDERICK ISASI EXECUTIVE DIRECTOR 240808 0 0 0 0 0 0 0 381 0 241189 0 0 0 CRAIG OBEY DEPUTY EXECUTIVE DIRECTOR 131885 0 69338 0 0 0 11395 0 531 0 213149 0 0 0 RON POLLACK VP/EXECUTIVE DIRECTOR 248137 0 0 0 0 0 5170 0 1684 0 254991 0 0 0 MATTHEW FARREY DIRECTOR OF DEVELOPMENT 121208 0 53657 0 0 0 9135 0 1466 0 185466 0 0 0 WILLIAM LUTZ SENIOR DIRECTOR OF COMMUNICATIONS 100500 0 42506 0 0 0 7535 0 292 0 150833 0 0 0 JAMES WILLARD SENIOR DIRECTOR OF STATE & NATIONAL 168026 0 0 0 0 0 10508 0 1290 0 179824 0 0 0 PART I, LINE 1A SEVERED EMPLOYEES JOE DITRE, RACHEL KLEIN, AND DELMA PLUMMER RECEIVED GROSSED-UP PAYMENTS EQUALING SIX MONTHS OF HEALTH INSURANCE COSTS. PART I, LINE 1B SEVERANCE PAYMENTS MUST BE APPROVED BY THE BOARD OF DIRECTORS. PART I, LINE 4A DELMA PLUMMER AND DAVID LEMMON RECEIVED SEVERANCE PAYMENTS. FORM 990, PART III, LINE 3 FAMILIES REORGANIZED THEY WAY IT WAS TRACKING PROGRAMMTIC ACTIVITY. THERE WAS VERY LITTLE CHANGE IN THE FOCUS OF THE FOUNDATION, BUT THE PROGRAMS, ARE NOW KNOWN AS: HEALTH ACTION, STATE AND NATIONAL STRATEGIC PARTNERSHIPS, HEALTH POLICY, FEDERAL REALTIONS, AND COMMUNICATIONS. 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 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 JANUARY 2013. 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