2015-11-16T15:49:38-06:00 2014-12-31 521186096 RUBINO & COMPANY CHARTERED 6903 ROCKLEDGE DRIVE SUITE 1200 BETHESDA MD 208171818 990 2014-01-01 042730934 FAMILIES USA FOUNDATION INC FAMI 2026283030 1201 NEW YORK AVENUE NW NO 1100 WASHINGTON DC 20005 RONALD F POLLACK VP & EXEC DIR 2026283030 2015-11-15 1 PATRICIA A O'MALLEY CPA P00285909 3015643636 2014 2016-03-07 17:11:31Z RONALD F POLLACK 1201 NEW YORK AVENUE NW NO 1100 WASHINGTON DC 20005 71525745 0 X WWW.FAMILIESUSA.ORG X 1981 MA ENSURE ACCESS TO HIGH QUALITY, AFFORDABLE HEALTH CARE FOR ALL AMERICANS. 12 11 88 1 0 0 2402351 2157969 738937 894124 4329531 3709871 70031 16594 7540850 6778558 0 0 0 0 4179663 5033479 0 0 290593 3757136 3449207 7936799 8482686 -395949 -1704128 51706153 47948409 2349740 2272122 49356413 45676287 X ENSURE ACCESS TO HIGH QUALITY, AFFORDABLE HEALTH CARE FOR ALL AMERICANS. 1 0 2857921 894705 ACCESS/ENROLLMENT - THE FOUNDATION PROVIDED SUPPORT TO A NETWORK OF ENROLLMENT ASSISTERS FROM ACROSS THE COUNTRY WORKING TO ENROLL PEOPLE IN HEALTH COVERAGE. THE FOUNDATION MAINTAINED AND GREW A STORY BANK OF ENROLLMENT SUCCESS STORIES, PREPARED AND DISSEMINATED REPORTS, BLOGS, INFOGRAPHICS AND OTHER RESOURCES. THE FOUNDATION ALSO PROVIDED TECHNICAL ASSISTANCE IN-PERSON, INCLUDING AT OUR ANNUAL CONFERENCE, AND OVER THE PHONE ABOUT THESE ISSUES. 2038249 MEDICAID - THE FOUNDATION PROVIDED SUPPORT AND ASSISTANCE TO STATE-BASED ORGANIZATIONS ON ISSUES RELATED TO MEDICAID EXPANSION, AS WELL AS PREPARED AND DISSEMINATED REPORTS, BLOGS, INFOGRAPHICS AND OTHER RESOURCES. THE FOUNDATION ALSO PROVIDED TECHNICAL ASSISTANCE IN-PERSON, INCLUDING AT OUR ANNUAL CONFERENCE, AND OVER THE PHONE ABOUT THESE ISSUES. 1140466 HEALTH SYSTEM TRANSFORMATION - THE FOUNDATION ISSUED A SERIES OF REPORTS, BLOGS, INFOGRAPHICS AND OTHER RESOURCES TO INFORM ORGANIZATIONS FROM ACROSS THE COUNTRY WORKING TO IMPROVE HEALTH CARE QUALITY WHILE REDUCING HEALTH CARE COSTS. THE FOUNDATION ALSO PROVIDED TECHNICAL ASSISTANCE IN-PERSON, INCLUDING AT OUR ANNUAL CONFERENCE, AND OVER THE PHONE ABOUT THESE ISSUES. 935848 RESEARCH AND DEVELOPMENT - IN 2014, WE GROUPED OUR WORK TO IMPROVE UPON PRIVATE INSURANCE REFORMS IN THE AFFORDABLE CARE ACT AS "RESEARCH AND DEVELOPMENT" TO IMPROVE THE AFFORDABILITY OF PLANS BY REDUCING DEDUCTIBLES, DESIGNING A MODEL SILVER PLAN, AND ENSURING THE ADEQUACY OF PROVIDER NETWORKS 184062 MEDICARE - THE FOUNDATION PROVIDED ASSISTANCE ON ISSUES IN CONNECTION WITH THE IMPORTANCE OF MEDICARE TO PROGRAMS IN THE STATES AND TO GROUPS AROUND THE COUNTRY, AS WELL AS PREPARED AND ISSUED REPORTS. 92489 INNOVATION FUND - THE INNOVATION FUND IS AN INITIATIVE DESIGNED TO SUPPORT CREATIVE EFFORTS THAT ARE TEMPORARY IN NATURE, BUT THAT HELP FULFILL THE ORGANIZATION'S LONG-TERM MISSION. 1212399 7249035 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 1 0 0 0 0 0 0 0 0 0 1 0 0 0 1 17 0 1 88 1 0 0 0 0 0 0 0 0 X 12 11 0 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 0 0 MA X DELMA PLUMMER 2026283030 1201 NEW YORK AVE NW 1100 WASHINGTON DC 20005 PHILIPPE VILLERS PRES/TREAS/DIR 20.00 X X 0 0 0 L TONI LEWIS DIRECTOR 1.00 X 0 0 0 JOHN MCDONOUGH DIRECTOR 1.00 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 SENATOR LETICIA VAN DE PUTTE DIRECTOR 1.00 X 0 0 0 JEFF KIRSCH DIRECTOR 1.00 X 0 0 0 SHANNON BROWNLEE DIRECTOR 1.00 X 0 0 0 ANDREW WEBBER DIRECTOR 1.00 X 0 0 0 ALI NOORANI DIRECTOR 1.00 X 0 0 0 WILL PERKINS CLERK 0.10 X 0 0 0 RONALD POLLACK VP/EXECUTIVE DIRECTOR 40.00 X 240092 0 35642 DELMA PLUMMER DIR. FINANCE & ADMIN 40.00 X 136333 0 28835 RACHEL KATHRYN KLEIN DIR. ORGANIZATIONAL STRATEGY 40.00 X 135504 0 32437 DEE MAHAN DIR. LONG TERM SERV ADVOCA 40.00 X 127091 0 21380 DAVID LEMMON DIR. COMMUNICATIONS 40.00 X 122615 0 27933 JENNIFER BEESON DEPUTY EXECUTIVE DIRECTOR 40.00 X 145839 0 17819 KATHLEEN STOLL DIR. HEALTH POLICY 40.00 X 116610 0 18750 1024084 0 182796 11 0 1 0 0 286 2157683 2157969 CONTRACT SERVICES 900099 668868 668868 CONF REGISTRATION 541900 164700 164700 AFFILIATE ADMIN FEE 900099 56250 56250 HONORARIA 541900 4306 4306 894124 639973 639973 374529 358516 16013 16013 16013 67458569 64388671 3069898 3069898 3069898 MISCELLANOUS INCOME 900099 581 581 581 6778558 894705 0 3725884 445332 353509 55616 36207 3512782 3298625 86188 127969 148937 139646 4655 4636 602257 538583 51945 11729 324171 289988 21978 12205 18080 18080 66917 66917 223415 223415 782462 676787 56322 49353 2141 2141 578294 462284 107793 8217 139880 120654 19226 891046 891046 204970 158281 41592 5097 306221 305081 1111 29 1637 1637 173706 173706 37231 8022 29209 FOREIGN TAXES 23207 23207 G&A ALLOCATION 0 895434 -930585 35151 8482686 7249035 943058 290593 269482 448244 816213 785874 373213 331153 49131 16322 121027 107474 2331029 1743653 720708 587376 49231559 45553260 124820 118706 51706153 47948409 661630 783431 145300 97350 1542810 1391341 2349740 2272122 X 44431094 44572317 4925319 1103970 49356413 45676287 51706153 47948409 -1704128 -1972707 -3291 0 X X 0 1 X 1 0 X 2074002 6557920 3713529 2402351 2157969 16905771 2074002 6557920 3713529 2402351 2157969 16905771 10837680 6068091 1079244 1342570 1537541 1178443 1014502 6152300 1435 15482 6935 5913 581 30346 23088417 2536068 0.26280 0.24920 X FAMILIES USA FOUNDATION MEETS THE FACTS AND CIRCUMSTANCES TEST OF REGULATION SECTION 1.170A-9(E)(3) BECAUSE IT RECEIVES A SIGNIFICANT AMOUNT OF ITS CONTRIBUTIONS FROM THE GENERAL PUBLIC, ALMOST TWO AND ONE-HALF TIMES MORE THAN THE 10% REQUIRED FOR THE FACTS AND CIRCUMSTANCES TEST. IT MAINTAINS AN ACTIVE PROGRAM OF SOLICITING FUNDS FROM THE PUBLIC, INDIVIDUALS, PUBLIC CHARITIES, AND A LARGE NUMBER OF PRIVATE FOUNDATIONS. THE GOVERNING BOARD OF FAMILIES USA FOUNDATION CONSISTS PRIMARILY OF MEMBERS OF THE PUBLIC WHO ARE NOT DISQUALIFIED PERSONS. FAMILIES USA FOUNDATION'S PROGRAMS BENEFIT THE PUBLIC AT LARGE. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 582 46538 47120 8435566 8482686 574134 143534 0 0 540416 551410 546840 574134 2212800 3319200 28138 11353 11448 47120 98059 135104 137853 136710 143534 553201 829802 5371 1748 343 582 8044 1357741 881041 476700 715712 607297 108415 257576 255315 2261 587376 CAPITAL LEASE OBLIGATION 2722 DEFERRED LEASE INCENTIVE 1371428 TENANT PREPAID RENT-BUILDING 17191 1391341 X 4621489 -1972707 62260 -1910447 6531936 223415 23207 246622 6778558 8301615 65551 65551 8236064 223415 23207 246622 8482686 PART X, LINE 2: THE FOUNDATION IS EXEMPT FROM FEDERAL INCOME TAXES, EXCEPT AS TO UNRELATED BUSINESS ACTIVITIES, UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. ACCORDINGLY, NO PROVISION FOR INCOME TAXES WAS REQUIRED AS OF DECEMBER 31, 2014 AND 2013, SINCE THE FOUNDATION HAD NO UNRELATED BUSINESS INCOME. HOWEVER, TAX YEARS ENDED DECEMBER 31, 2011 THROUGH 2013 REMAIN OPEN TO EXAMINATION BY THE TAXING JURISDICTION TO WHICH THE FOUNDATION IS SUBJECT, AND THEY HAVE NOT BEEN EXTENDED BEYOND THE APPLICABLE STATUTE OF LIMITATIONS. PART XI, LINE 4B - OTHER ADJUSTMENTS: FOREIGN TAXES PAID 23,207. PART XII, LINE 4B - OTHER ADJUSTMENTS: FOREIGN INV TAXES PAID 23,207. X X 0 0 0 0 0 0 0 0 0 RONALD POLLACK VP/EXECUTIVE DIRECTOR 240092 0 0 0 0 0 17335 0 18307 0 275734 0 0 0 DELMA PLUMMER DIR. FINANCE & ADMIN 136333 0 0 0 0 0 10528 0 18307 0 165168 0 0 0 RACHEL KATHRYN KLEIN DIR. ORGANIZATIONAL STRATEGY 135504 0 0 0 0 0 10366 0 22071 0 167941 0 0 0 DAVID LEMMON DIR. COMMUNICATIONS 122615 0 0 0 0 0 9628 0 18305 0 150548 0 0 0 JENNIFER BEESON DEPUTY EXECUTIVE DIRECTOR 145839 0 0 0 0 0 10906 0 6913 0 163658 0 0 0 PHILIPPE VILLERS PRES/TREAS/DIR ADVANCE X 16322 16322 0 1 0 16322 FORM 990, PART III, LINE 2 RESEARCH AND DEVELOPMENT - IN 2014, WE GROUPED OUR WORK TO IMPROVE UPON PRIVATE INSURANCE REFORMS IN THE AFFORDABLE CARE ACT AS "RESEARCH AND DEVELOPMENT" TO IMPROVE THE AFFORDABILITY OF PLANS BY REDUCING DEDUCTIBLES, DESIGNING A MODEL SILVER PLAN, AND ENSURING THE ADEQUACY OF PROVIDER NETWORKS. 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 11 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 OPERATIONS BY THE APPROPRIATE OFFICERS, DIRECTORS AND KEY EMPLOYEES. SENIOR DIRECTOR OF OPERATIONS MONITORS AND ENFORCES COMPLIANCE CONSISTENT WITH THE APPROVED CONFLICT OF INTEREST POLICY. FORM 990, PART VI, SECTION B, LINE 15A 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, 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 1201 NEW YORK AVENUE 1100 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 0 0 0 0 0 0 0 1 0 0