2018-08-22T15:39:50-05:00 2017-12-31 420714325 RSM US LLP 1861 INTERNATIONAL DRIVE SUITE 400 MCLEAN VA 22102 990 2017-01-01 383676760 PHARMACEUTICAL CARE MANAGEMENT ASSOCIATION PHAR 2027565700 325 7TH STREET 9TH FLOOR WASHINGTON DC 20004 BRENDA PALMER CHIEF FINANCIAL OFFICER 2027565700 2018-08-22 1 YONG ZHANG CPA P01249785 7033366400 2017 2022-09-23 18:48:47Z PCMA MARK MERRITT 325 7TH STREET 9TH FLOOR WASHINGTON DC 20004 24203081 0 X WWW.PCMANET.ORG X 2003 DE PCMA PROMOTES PHARMACY BENEFIT MANAGERS (PBMS) AND THE PROVEN TOOLS THEY UTILIZE, WHICH ARE RECOGNIZED BY CONSUMERS, EMPLOYERS, POLICYMAKERS, AND OTHERS AS KEY DRIVERS IN LOWERING PRESCRIPTION DRUG COSTS AND INCREASING ACCESS. 9 9 27 9 0 0 0 0 21182674 24142480 21017 60601 0 0 21203691 24203081 0 0 0 0 9611163 10208396 0 0 0 11116118 14090006 20727281 24298402 476410 -95321 13706229 14781146 6695780 7866018 7010449 6915128 PCMA IS THE NATIONAL ASSOCIATION REPRESENTING AMERICA'S PBMS. PBMS ADMINISTER PRESCRIPTION DRUG PLANS FOR MORE THAN 266 MILLION AMERICANS WITH HEALTH COVERAGE PROVIDED THROUGH FORTUNE 500 EMPLOYERS, HEALTH INSURANCE PLANS, LABOR UNIONS, AND MEDICARE PART D. 0 0 PROMOTE EDUCATION, LEGISLATION, PRACTICE STANDARDS AND RESEARCH THAT FOSTERS QUALITY, AFFORDABLE PRESCRIPTION DRUGS. ASSURES QUALITY STANDARDS THROUGHOUT THE INDUSTRY BY REDUCING HEALTHCARE COSTS FOR PROVIDERS AND CONSUMERS. PROMOTES PHARMACY BENEFIT MANAGEMENT AS A QUALITY AND COST EFFECTIVE METHOD OF PRESCRIPTION DRUG DELIVERY. 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 78 0 1 27 1 0 0 0 0 0 0 X 9 9 0 0 0 0 1 1 0 1 1 0 0 0 1 1 1 1 1 1 1 0 DC X BRENDA PALMER CFO 2027565700 325 7TH STREET 9TH FLOOR WASHINGTON DC 20004 WILLIAM FLEMMING DIRECTOR 5.00 0.10 X 0 0 0 JIM DUCHARME DIRECTOR 5.00 0.10 X 0 0 0 CHRIS HOCEVAR DIRECTOR 5.00 0.10 X 0 0 0 MOSTAFA KAMAL DIRECTOR 5.00 0.10 X 0 0 0 JON ROBERTS DIRECTOR 5.00 0.10 X 0 0 0 JOHN PRINCE DIRECTOR 5.00 0.10 X 0 0 0 GREG WATANABE DIRECTOR 5.00 0.10 X 0 0 0 TIM WENTWORTH DIRECTOR 5.00 0.10 X 0 0 0 BILL WOLFE DIRECTOR 5.00 0.10 X 0 0 0 MARK MERRITT PRESIDENT & CEO 50.00 0.10 X 1341153 0 88571 BRIAN MCCARTHY COO 50.00 X 719130 0 70427 BRENDA PALMER CFO & TREASURER 50.00 X 412024 0 65612 BARBARA LEVY VP, GEN. COUNSEL & SEC. 50.00 X 533502 0 57036 KRISTIN BASS SENIOR VP 50.00 X 740088 0 59016 WENDY KRASNER VP REGULATORY 50.00 X 437358 0 79518 CHARLES COTE VP PUBLIC AFFAIRS 50.00 X 365669 0 30380 GREG JOHNSON ASSISTANT VP 50.00 X 368241 0 70120 JONATHAN HEAFITZ VP FEDERAL AFFAIRS 50.00 X 327039 0 46800 5244204 0 567480 24 0 1 0 TOBA COMMUNICATIONS 12931 OAK LAWN PLACE OAK HILL VA 20171 PR AND MEDIA CONSULTANT 1150168 FOLEY HOAG LLP 155 SEAPORT BOULEVARD BOSTON MA 02210 INDUSTRY LEGAL SUPPORT 601344 MCDERMOTT WILL & EMERY LLP PO BOX 6043 CHICAGO IL 60680 INDUSTRY LEGAL SUPPORT 385525 JENNINGS POLICY STRATEGIES INC 401 9TH ST NW - SUITE 770 WASHINGTON DC 20004 CORE ISSUES STRATEGY CONSULTANT 300071 NATHENSON & HAUCK 601 13TH STREET NW - 11TH FL WASHINGTON DC 20005 FEDERAL AFFAIRS POLITICAL CONSULTANT 240000 16 MEMBERSHIP DUES 900099 13560012 13560012 INDUSTRY RELATIONS 611430 9729238 9729238 LITIGATION SUPPORT 900099 853230 853230 24142480 60601 60601 24203081 24142480 0 60601 X 3287455 5672224 564207 354080 330430 110845 40349 896528 5670423 3192313 362437 165716 1214166 425388 1380905 188185 32655 SPCMA 192351 OTHER EXPENSES 85379 DUES / SUBCRIPTIONS 83316 TEMPORARY SUPPORT 49050 24298402 3728453 3207828 4271555 5302491 489282 1781582 748315 546233 1798894 512835 1395120 1286059 2764890 2270966 308614 385987 13706229 14781146 1144072 1165026 3173348 2703205 2378360 3997787 6695780 7866018 X 7010449 6915128 7010449 6915128 13706229 14781146 -95321 0 X X 0 1 X 1 0 18250 18250 18250 1 0 0 0 13560012 2909378 2909378 2909378 PART I-A, LINE 1: DURING 2017 PCMA CONTRIBUTED TO VARIOUS STATE AND LOCAL POLITICAL CAMPAIGNS. 1369828 312040 1057788 429066 200795 228271 1286059 DEFERRED RENT 1908830 DEFERRED COMPENSATION 385987 DEFERRED LITIGATION SUPPORT 1702970 3997787 X 24203081 0 24203081 0 24203081 24298402 0 24298402 0 24298402 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. INCOME, WHICH IS NOT RELATED TO EXEMPT PURPOSES, LESS APPLICABLE DEDUCTIONS, IS SUBJECT TO INCOME TAXES. THE ASSOCIATION HAD NO NET UNRELATED BUSINESS INCOME FOR THE YEARS ENDED DECEMBER 31, 2017 AND 2016. MANAGEMENT EVALUATED THE ASSOCIATION'S TAX POSITIONS AND CONCLUDED THAT THE ASSOCIATION HAD TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE FINANCIAL STATEMENTS TO COMPLY WITH THE PROVISIONS OF THIS GUIDANCE. GENERALLY, THE ASSOCIATION IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS BY THE U.S. FEDERAL, STATE OR LOCAL TAX AUTHORITIES FOR YEARS BEFORE 2014. X X X 0 0 0 MARK MERRITT PRESIDENT & CEO 990463 0 350000 0 690 0 40500 0 48071 0 1429724 0 0 0 BRIAN MCCARTHY COO 419590 0 299090 0 450 0 40500 0 29927 0 789557 0 0 0 BRENDA PALMER CFO & TREASURER 251414 0 159320 0 1290 0 38243 0 27369 0 477636 0 0 0 BARBARA LEVY VP, GEN. COUNSEL & SEC. 324934 0 207278 0 1290 0 40500 0 16536 0 590538 0 0 0 KRISTIN BASS SENIOR VP 412708 0 326090 0 1290 0 40500 0 18516 0 799104 0 0 0 WENDY KRASNER VP REGULATORY 281318 0 154060 0 1980 0 40500 0 39018 0 516876 0 0 0 CHARLES COTE VP PUBLIC AFFAIRS 186369 0 179000 0 300 0 27955 0 2425 0 396049 0 0 0 GREG JOHNSON ASSISTANT VP 252921 0 114870 0 450 0 38669 0 31451 0 438361 0 0 0 JONATHAN HEAFITZ VP FEDERAL AFFAIRS 219739 0 107000 0 300 0 33944 0 12856 0 373839 0 0 0 FORM 990, PART VI, SECTION A, LINE 6 PCMA HAS 9 MEMBER COMPANIES. THOSE 9 MEMBER COMPANIES MAKE UP THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION A, LINE 7A PCMA HAS 9 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 2016 FORM 990 WAS REVIEWED ON OCT 31, 2017. 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 MANUAL AND THE CFO FORWARDS UPDATED COPIES TO ALL EMPLOYEES WITH A REQUEST THAT THEY REVIEW AND BECOME FAMILIAR WITH THE UPDATES AND ALL SECTIONS OF THE MANUAL. 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 327 7TH ST., NW, 9TH FL, WASHINGTON, DC 20004. GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE NOT MADE PUBLICLY AVAILABLE. FORM 990, PART IX, LINE 11G STATE CONSULTANTS 1,906,155. COALITION BUILDING 619,114. CONSULTANTS-OUTSIDE 963,476. LITIGATION 919,748. OTHER FEES 287,206. PROFESSIONAL SUPPORT 54,496. RESEARCH STUDIES 803,191. STATE TRACKING SERVICE 117,037. 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