2014-10-03T09:19:28-05:00 2013-12-31 420714325 MCGLADREY LLP 1861 INTERNATIONAL DRIVE SUITE 400 MCLEAN VA 22102 990 2013-01-01 383676760 PHARMACEUTICAL CARE MANAGEMENT ASSOCIATION PHAR 2022073610 601 PENNSYLVANIA AVENUE NW NO 740 WASHINGTON DC 20004 MARK MERRITT PRESIDENT & CEO 2022073610 2014-10-02 1 YONG ZHANG CPA P01249785 7033366400 2013 2015-11-30 17:44:51Z PCMA MARK MERRITT 601 PENNSYLVANIA AVENUE NW NO 740 WASHINGTON DC 20004 14560381 0 X WWW.PCMANET.ORG X 2003 DE THE ASSOCIATION IS DEDICATED TO ENHANCING THE PROVEN TOOLS & TECHNIQUES THAT PBMS HAVE PIONEERED IN THE MARKETPLACE & WORKING TO LOWER THE COST OF PRESCRIPTION DRUGS FOR MORE THAN 210 MILLION AMERICANS. 8 8 24 8 0 0 0 0 12307427 14264534 14604 1505 0 0 12322031 14266039 0 0 0 0 5883860 6454289 0 0 0 6794144 7040007 12678004 13494296 -355973 771743 7542570 8405489 2859921 2951097 4682649 5454392 X A NATIONAL ASSOCIATION REPRESENTING AMERICA'S PHARMACY BENEFIT MANAGERS (PBMS), WHICH ADMINISTER PRESCRIPTION DRUG PLANS FOR MORE THAN 210 MILLION AMERICANS WITH HEALTH COVERAGE PROVIDED THROUGH FORTUNE 500 EMPLOYERS, HEALTH INSURNACE PLANS, LABOR UNIONSAND 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 0 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 0 0 0 1 30 0 1 24 1 0 0 0 0 0 0 X 8 8 0 0 0 0 1 1 1 1 1 0 0 0 1 1 1 1 1 1 1 0 DC X BRENDA PALMER CFO 2022073606 601 PENNSYLVANIA AVENUE NW NO 740 WASHINGTON DC 20004 REN ELDER DIRECTOR 5.00 X 0 0 0 MARK THIERER DIRECTOR 5.00 X 0 0 0 CHRIS HOCEVAR DIRECTOR 5.00 X 0 0 0 GEORGE PAZ DIRECTOR 5.00 X 0 0 0 WILLIAM FLEMING DIRECTOR 5.00 X 0 0 0 JON ROBERTS DIRECTOR 5.00 X 0 0 0 DIRK MCMAHON DIRECTOR 5.00 X 0 0 0 ERIC ELLIOTT DIRECTOR 5.00 X 0 0 0 MARK MERRITT PRESIDENT & CEO 50.00 X 1083577 0 58951 BRENDA PALMER CFO & TREASURER 50.00 X 302071 0 45591 BARBARA LEVY VP, GEN. COUNSEL & SEC. 50.00 X 448130 0 46230 KRISTIN BASS SENIOR VP 50.00 X 598832 0 54620 BRIAN MCCARTHY COO 50.00 X 486093 0 58840 JERRY STEFFL VP. FEDERAL AFFAIRS 50.00 X 345837 0 44335 GREG JOHNSON ASSISTANT VP 50.00 X 245208 0 51007 TIM BROGAN ASSISTANT VP 50.00 X 224169 0 34676 CHARLES COTE VP PUBLIC AFFAIRS 50.00 X 226557 0 22665 JONATHAN HEAFITZ SENIOR DIRECTOR 50.00 X 193036 0 21316 4153510 0 438231 15 0 1 0 NATHANSON & HAUCK 601 13TH STREET 11TH FL WASHINGTON DC 20005 CONSULTING 240000 MARK W GOODIN ASSOCIATES 8205 NATURES WAY WILLIAMSBURG VA 23188 PUBLIC AFFAIRS STRATEGY CONSULTANT 222541 WILLIAM SCHIFTBAUER 1300 PA AVE NW - SUITE 700 WASHINGTON DC 20004 REGULATORY AFFAIRS CONSULTANT 202627 BLUESTONE STRATEGIES PO BOX 76811 WASHINGTON DC 20013 CONSULTING 180000 JENNINGS POLICY STRATEGIES INC 401 9TH ST NW - SUITE 770 WASHINGTON DC 20004 CONSULTING 162545 8 MEMBERSHIP DUES 900099 8487500 8487500 INDUSTRY RELATIONS 611430 5777034 5777034 14264534 1505 1505 294342 294342 0 14266039 14264534 0 1505 X 3182936 2532752 289754 233558 215289 274861 38400 2393788 619871 331696 170058 657245 214092 1650235 98555 27639 PERSONNEL SEARCH COSTS 112896 DUES / SUBCRIPTIONS 65252 CAOLITION BUILDING 52500 MERCHANT FEES 52068 280851 13494296 2237441 2982530 4296333 4441865 122359 122950 438717 436404 1089479 906228 244370 183251 203350 238489 7542570 8405489 555378 643375 1794229 1862178 510314 445544 2859921 2951097 X 4682649 5454392 4682649 5454392 7542570 8405489 771743 0 X X 0 1 X 1 0 0 0 0 8487500 2338647 2338647 2338647 800331 670220 130111 289148 236008 53140 183251 DEFERRED RENT 230530 DEFERRED COMPENSATION 215014 445544 X 14560381 294342 294342 14266039 0 14266039 13788638 294342 294342 13494296 0 13494296 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, 2013 AND 2012. THE ASSOCIATION FOLLOWS THE ACCOUNTING STANDARD ON ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES, WHICH ADDRESSES THE DETERMINATION OF WHETHER TAX BENEFITS CLAIMED OR EXPECTED TO BE CLAIMED ON A TAX RETURN SHOULD BE RECORDED IN THE FINANCIAL STATEMENTS. UNDER THIS GUIDANCE, THE ASSOCIATION MAY RECOGNIZE THE TAX BENEFIT FROM AN UNCERTAIN TAX POSITION ONLY IF IT IS MORE LIKELY THAN NOT THAT THE TAX POSITION WILL BE SUSTAINED ON EXAMINATION BY TAXING AUTHORITIES, BASED ON THE TECHNICAL MERITS OF THE POSITION. THE TAX BENEFITS RECOGNIZED IN THE FINANCIAL STATEMENTS FROM SUCH A POSITION ARE MEASURED BASED ON THE LARGEST BENEFIT THAT HAS A GREATER THAN 50 PERCENT LIKELIHOOD OF BEING REALIZED UPON ULTIMATE SETTLEMENT. THE GUIDANCE ON ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES ALSO ADDRESSES DE-RECOGNITION, CLASSIFICATION, INTEREST AND PENALTIES ON INCOME TAXES, AND ACCOUNTING IN INTERIM PERIODS. 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 2010. PART XI, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES REPORTED ON LINE 6B 294,342. PART XII, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES REPORTED ON LINE 6B 294,342. X X X 0 0 0 MARK MERRITT PRESIDENT & CEO 758577 0 325000 0 0 0 37500 0 21451 0 1142528 0 0 0 BRENDA PALMER CFO & TREASURER 212071 0 90000 0 0 0 31552 0 14039 0 347662 0 0 0 BARBARA LEVY VP, GEN. COUNSEL & SEC. 328130 0 120000 0 0 0 37500 0 8730 0 494360 0 0 0 KRISTIN BASS SENIOR VP 413832 0 185000 0 0 0 37500 0 17120 0 653452 0 0 0 BRIAN MCCARTHY COO 386093 0 100000 0 0 0 37500 0 21340 0 544933 0 0 0 JERRY STEFFL VP. FEDERAL AFFAIRS 278337 0 67500 0 0 0 35428 0 8907 0 390172 0 0 0 GREG JOHNSON ASSISTANT VP 195208 0 50000 0 0 0 29575 0 21432 0 296215 0 0 0 TIM BROGAN ASSISTANT VP 174169 0 50000 0 0 0 25930 0 8746 0 258845 0 0 0 CHARLES COTE VP PUBLIC AFFAIRS 166557 0 60000 0 0 0 20909 0 1756 0 249222 0 0 0 JONATHAN HEAFITZ SENIOR DIRECTOR 148036 0 45000 0 0 0 0 0 21316 0 214352 0 0 0 FORM 990, PART VI, SECTION A, LINE 6 PCMA HAS 8 MEMBER COMPANIES. THOSE 8 MEMBER COMPANIES MAKE UP THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION A, LINE 7A 8 MEMBER COMPANIES VOTE ON NEW MEMBERS AND ALSO WHETHER THEY CAN SIT ON THE BOARD. FORM 990, PART VI, SECTION A, LINE 7B 8 MEMBER COMPANIES ELECT THE CHAIRMAN OF THE BOARD AND THE CO-CHAIRMAN OF THE BOARD. FORM 990, PART VI, SECTION B, LINE 11 THE CHIEF FINANCIAL OFFICER REVIEWS THE ASSOCIATIONS FORM 990 PRIOR TO MAILING TO THE IRS. THE 2012 FORM 990 WAS REVIEWED ON OCT 20, 2013. 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 - THERE HAVE BEEN NO ADJUSTMENTS TO HIS SALARY SINCE THE ORIGINAL 2009 WATSON WYATT REVIEW DISCUSSED THE 2009 FORM 990. FORM 990, PART VI, SECTION C, LINE 19 FORM 990 IS AVAILABLE FOR INSPECTION BY REQUEST AT PCMA OFFICES LOCATED AT 601 PENNSYLVANIA AVE., NW, SUITE 740, WASHINGTON, DC 20004. GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE NOT MADE PUBLICLY AVAILABLE. FORM 990, PART IX, LINE 11G CONSULTANTS-OUTSIDE 1,411,885. PROFESSIONAL SUPPORT 3,185. RESEARCH STUDIES 477,521. ALLY DEVELOPMENT 307,027. STATE TRACKING SERVICE 31,408. COALITION BUILDING 100,500. OTHER FEES 62,262. 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.