2014-07-25T08:27:37-05:00 2014-03-31 BDO USA LLP 8405 GREENSBORO DRIVE 7TH FLOOR MCLEAN VA 22102 990 2013-04-01 521312579 NATIONAL COMMITTEE TO PRESERVE SOCIAL SECURITY AND MEDICARE % THE ORGANIZATION NATI 2022160420 10 G STREET NE Suite 600 WASHINGTON DC 20002 CHRISTINE KIM CFO 7038930600 2014-07-24 true JEFFREY J SCHRAGG 7038930600 2013 2015-11-30 17:44:51Z MAX RICHTMAN 10 G STREET NE WASHINGTON DC 20002 29118391 false X WWW.NCPSSM.ORG X 1982 DC THE MISSION OF THE COMMITTEE IS TO PROTECT, PRESERVE, PROMOTE, AND ENSURE THE FINANCIAL SECURITY, HEALTH, AND THE WELL BEING OF CURRENT AND FUTURE GENERATIONS OF MATURING AMERICANS. 11 11 52 880 0 20050114 20185478 0 0 569651 736011 936818 1158466 21556583 22079955 163929 20830 0 0 4618873 4203602 196242 169129 2127054 20460176 20619860 25439220 25013421 -3882637 -2933466 20167978 17243080 1519821 1444934 18648157 15798146 X THE COMMITTEE HAS TWO PRIMARY PURPOSES: (A) BRINGING ABOUT CIVIC BETTERMENT AND SOCIAL IMPROVEMENT, AND PROMOTING THE COMMON GOOD AND GENERAL WELFARE OF THE PEOPLE BY SUPPORTING THE CONTINUATION AND IMPROVEMENT OF THE AMERICAN SOCIAL SECURITY AND MEDICARE SYSTEMS AND WORKING TO MAINTAIN THE INTEGRITY OF THE FEDERAL OLD AGE AND SURVIVORS, DISABILITY AND HOSPITAL TRUST FUNDS; AND (B) EDUCATING THE PUBLIC ON SUBJECTS BENEFICIAL TO THE COMMUNITY INCLUDING THE IMPORTANCE OF AMERICA'S SOCIAL SECURITY SYSTEM. false false 9689735 LEGISLATION - During the period included in this report, the National Committee to Preserve Social Security and Medicare (the National Committee) Government Relations and Policy Department (GRP) furthered its key role as a source of information and advocacy. During the past fiscal year, the National Committee established new initiatives and held the line against further cuts to programs that are vital to older Americans. The National Committee's main accomplishments include: -Successfully lobbying against the chained CPI, resulting in the removal of the proposal from President Obama's budget. -Building momentum to expand Social Security benefits as part of the ongoing Boost Social Security Now campaign. -Limiting the harm to seniors from proposed Social Security service delivery reduction initiatives. -Working to speed the implementation of the Supreme Court's Windsor decision. -Opposing the use of Medicare cuts to pay for the Sustainable Growth Rate (SGR) "doc fix" legislation. -Leading coalition efforts to provide consumer protections for dual eligibles, resulting in the award of $12 million in grants for new ombudsmen by the Centers for Medicare and Medicaid Services (CMS). Testimony before Congress: In May 2013, The National Committe wrote testimony for the Senate Aging Committee hearing on the Medicare prescription drug program. At the same time, The National Committee prepared testimony for the Ways and Means Subcommittee on Health hearing on "bipartisan" proposals to shift costs to Medicare beneficiaries and restructure the program. The National Committee prepared testimony for an April 14, 2013 hearing on the chained CPI. FY 2015 Congressional Budget Resolution: The National Committee drafted NC letters to all Representatives urging them to oppose the Ryan and Republican Study Committee's budgets and support the Democratic, Black and Progressive Caucuses' budgets. LGBT Families and Social Security: The National Committee met repeatedly with the Social Security Administration to encourage expedited changes in the wake of the Supreme Court's Windsor ruling, to ensure that same-sex married couples can receive benefits no matter where they live. In September, The National Committee organized a meeting with Social Security Administration (SSA) Acting Commissioner Carolyn Colvin, the Justice Department, and representatives from LGBT organizations to discuss SSA's implementation of the Windsor ruling. Additionally, The National Committee provided valuable assistance as a panelist for several events in the San Francisco and Los Angeles metropolitan areas with the NC Foundation's Know Your Rights Initiative. The events were held to promote awareness among LGBT spouses and families about their new eligibility for Social Security benefits after the Windsor decision overturning part of the Defense of Marriage Act (DOMA). Dual Eligibles: Last May, The National Committee met with leadership from the CMS Medicare-Medicaid Coordination Office and other national consumer advocates to discuss the status of the dual eligible demonstrations. The National Committee organized advocacy strategy meetings on the duals demonstrations and led coalition efforts in drafting an 8-page letter to CMS outlining outstanding issues and recommendations related to the demonstrations. In July, The National Committee and coalition partners persuaded the Centers for Medicare and Medicaid Services (CMS) to providing $12 million in grants for ombudsman programs in the state dual eligible demonstrations, which was a major goal of national advoc. The National Committee participated in multiple meetings with state and national dual eligible advocates to discuss future strategy. International Trade/Prescription Drugs: The National Committee led the NC's efforts in November/December 2013 to oppose language in international trade treaties affecting the government's ability to contain prescription drug costs. To that end, The National Committee met with White House health care policy advisors and Senators Tammy Baldwin (D-WI), Harry Reid (D-NV), Jay Rockefeller (D-WV), Sheldon Whitehouse (D-RI), Elizabeth Warren (D-MA) and Senate Finance Committee Democratic staff. In January 2014, The National Committee and coalition partners met with Stan McCoy, Assistant U.S. Trade Representative for Intellectual Property and Innovation, and his team to discuss how the TPP agreement could affect the U.S. Government's ability to negotiate prescription drug costs. The National Committee also met with Senators Sherrod Brown (D-OH) and Charles Schumer (D-NY), and the staff of the new Chairman of the Senate Finance Committee, Ron Wyden's (D-OR), on the treaty. 5294980 EDUCATION: Strategy/Messaging/Media Interviews: The National Committee spoke repeatedly about the popularity of protecting Social Security and Medicare, and how such strong support lends itself to highly effective political messaging even in tough political races. the National Committee was interviewed by many media outlets including Minnesota Public Radio, the Chicago Reporter, the AARP Blog and members of the "radio row" at the Families USA Annual Health Action Conference. The National Committee also spoke with Sirius/XM radio about the NC's Boost Social Security Now campaign. The National Committee was interviewed several times about Medicare topics including means-testing Medicare premiums, Medicare restructuring, proposals to combine the Medicare Part A and B deductibles and CMS's release of data on payments to Medicare providers. National Committee was interviewed on Medicaid expansion in South Carolina, the six protected classes of drugs in the Medicare Part D program and Medicare prescription drug spending under Part B. the National Committee gave interviews about Social Security and immigration reform, SSA local office closures, provisions in the president's budget related to closing Social Security filing loopholes and the Know Your Rights Initiative town hall meetings held in the Los Angeles area. Congressional & White House Meetings/Letters/Events: The National Committee led a petition delivery rally in front of the White House to oppose the chained CPI. This was part of the National Committee's public effort which led President Obama to remove the proposal for a chained CPI from his budget proposal. The National Committee prepared remarks for the CEO at a number of events, notably including a conference call on immigration and Social Security, at the NC's White House rally against the chained CPI and for a multitude of events with various Senators and Representatives, including the Senate Democratic Steering and Outreach Committee. Last April, the National Committee made a presentation at the briefing for the joint National Committee-Human Rights Campaign paper "Living Outside the Safety Net" paper. Last May, the National Committee made presentations at Leadership Council of Aging Organization (LCAO)-sponsored hearings on Capitol Hill explaining why LCAO member organizations oppose raising the Medicare eligibility age and premium support proposals. In September, the National Committee delivered a presentation on the Affordable Care Act and Medicare to NC volunteers in Richmond, VA. In December, National Committee made a presentation on Medicare at an assisted living facility in Bethesda, MD and at a congressional staff briefing held by LCAO. During the summer, the National Committee met with Labor/HHS Appropriations Subcommittee staff to ask for additional funding to enable the Bureau of Labor Statistics to develop more fully the experimental Consumer Price Index for the elderly (CPI-E), and to increase funding for the Social Security Administration's administrative expenses. In September, the National Committee gave a talk at the Atlantic Philanthropies/Columbia University meeting for Aging and Health Fellows. In July, GRP assisted in the planning of the National Committee Medicare Anniversary events, which culminated in the delivery of signs to all House and Senate offices before the anniversary. In January, the National Committee was asked to participate in a meeting between several progressive groups and National Economic Council Director Gene Sperling and White House Public Engagement Director Paulette Aniskoff to discuss the President's January 28 State of the Union address. The National Committee and AARP were the only seniors groups invited to the meeting. The National Committee praised the President for making economic mobility a priority, but said his chained CPI proposal would contribute to income inequality and that it was time for the President to move beyond the chained CPI by embracing plans to improve Social Security benefits and raise the payroll tax cap. The National Committee suggested that such a message could blunt anticipated Republican campaign attacks against Congressional Democratic nominees based on the President's decision to include the chained CPI in his budget. During the meeting, the National Committee delivered a letter to the President urging him to strengthen, not cut, Social Security and Medicare benefits in his FY 2015 budget. Several GRP members attended the annual National Academy of Social Insurance conference in January. This March, the National Committee participated in the American Society on Aging (ASA) conference in San Diego; National Committee gave presentations on Medicare Reform and Budget Challenges Facing Senior Programs, and on the Dual Eligible demonstrations and how the ACA has affected older Americans. In March/April 2014, the National Committee and other advocates met with Senator Bernie Sanders (I-VT) to strategize on promoting legislation to improve Social Security benefits, including the NC's Boost Social Security Now campaign. Social Security Funding and Annual Statements: The National Committee raised attention about possible cuts to service delivery, specifically: planned closures of some local offices, the elimination of benefit verification services at local offices, and the stoppage in mailing of yearly benefit notices. The National Committee met with the Acting Commissioner of SSA, Carolyn Colvin, several times about these and other related issues. Modeling Project: The National Committee assisted in the NC Foundation's Modeling Project, developing a concept paper and researching foundations that might be interested in the project. This March, The National Committee staffed the first Technical Committee meeting for the modeling project and drafted a conflict-of-interest policy statement for committee members. We also worked with Carroll Estes to develop a letter to the Retirement Research Foundation requesting funding for the project and participated in numerous conference calls with Foundation Board members to develop overall strategy and parameters for the project. Disability Insurance: One of the staff in the National Committee became the new Co-Chair of the Disability Insurance group with the Strengthening Social Security Coalition. Increased publicity about instances of Social Security Disability Insurance fraud, specifically in West Virginia and Puerto Rico, clouded the upcoming discussion of the reallocation to the Disability Insurance Trust Fund. A reallocation of funds from the Old-Age and Survivors Insurance Trust will be needed by 2016 to fully fund continuing monthly benefits. Long-Term Care: One of the staff in the National Committee assumed a new role as the Co-Chair of the LCAO's Long-Term Care working group. Throughout the last year, she coordinated the NC's response to the Long-Term Care Commission. In July, the National Committee wrote an 8-page document, outlining nine key recommendations for the LTC Commission. While the public discussion about long-term care issues stalled somewhat after the Long-Term Care Commission could not agree on a comprehensive public or private solution to funding long-term care, the National Committee will continue to focus on this increasingly critical issue for many older Americans. Policy Papers: Members of GRP overhauled a wide selection of policy papers on the NC's website. In July 2013, the National Committee updated the Medicare Part B Questions and Answers section. In September, the National Committee wrote Viewpoint papers on why Medicare and Medicaid are important to Hispanic Americans, and on why Social Security is important to Asian Americans and Pacific Islanders, and updated papers on the importance of Social Security to African Americans and Hispanics. In September, the National Committee updated the Medicare Part D Questions and Answers section of the website in preparation for the 2014 open enrollment season. In September, the National Committee completed work with Center for Economic and Policy Research economist Dean Baker on having him write a report and calculate the impact of the chained CPI by congressional district. In November/December 2013, the National Committee wrote papers on how Medicaid per capita caps would harm states and beneficiaries and on the benefits of state Medicaid expansion. In March/April 2014, the GRP staff composed and updated a number of policy papers on subjects including the President's FY 2015 and the Ryan budgets, Raising the Medicare Eligibility Age, phasing out Medicare Advantage overpayments, the Boost Social Security Now campaign, Fast Facts About Social Security and the impact of boosting the minimum wage on seniors. Coalitions: In July 2013, members of GRP participated in multiple LCAO meetings, steering committee meetings of the Consortium for Citizens with Disabilities (CCD) and Save Social Security Coalition (SSSC) and joined a number of legislativ 14984715 false true false true false false false false false true false false false true true false true false false false false false true false false false true false true false false false false false false false false false false false false false true false false true 17 0 true 52 true false false false false true true false X 11 11 false false true false false false false true true false false true true true true true true true true false AZ AR CT DC FL GA HI IL KS KY ME MD MA MN MS MO NH NJ NY NC ND OH OK OR PA RI SC TN UT VA WA WV WI X THE ORGANIZATION 2022160420 10 G STREET NE WASHINGTON DC 20002 Max Richtman PRESIDENT & CEO 37.5 2.0 X X 383229 0 35946 Maya Rockeymoore Director/Chair 2.0 2.0 X X 0 0 0 SHELLY C SHAPIRO Director/TREASURER 2.0 2.0 X X 0 0 0 Mitchell T Kaplan Director 2.0 X 0 0 0 LADONNA HARRIS Director 2.0 X 0 0 0 CATHERINE L DODD Director/Vice-Chair 2.0 X X 0 0 0 William K Vaughan Director 2.0 X 0 0 0 PAUL NATHANSON DIRECTOR 2.0 X 0 0 0 TONI MILES DIRECTOR 2.0 X 0 0 0 TERRY O'NEILL director 2.0 X 0 0 0 PATRICIA ARCHIBOLD DIRECTOR 2.0 X 0 0 0 DOUA THOR DIRECTOR 2.0 X 0 0 0 LETICIA MIRNADA DIRECTOR 2.0 X 0 0 0 Christine Kim Treasurer & CFO 37.5 X 194011 0 20792 MIKE PRUCKER CHIEF OPERATING OFFICER 37.5 X 234300 0 9168 David Krear Director of Marketing 37.5 X 157215 0 19500 dan adcock director of gvnt relations 37.5 X 168842 0 24870 WEBSTER PHILLIPS SENIOR LEGISLATIVE REP 37.5 X 112459 0 14737 brenda sulick senior policy advisor 37.5 X 149849 0 17698 pamela causey director of communications 37.5 X 126398 0 26627 salandra fleming director of human resources 37.5 X 125089 0 16053 Julie Tippens STAFF 37.5 X 125064 0 17924 1776456 0 203315 15 false true false Burch Munford Direct 1420 king street suite 600 ALEXANDRIA VA 22314 Fundraising Counsel 1611816 DIRECT MAIL PROCESSOR 1150 CONRAD COURT HAGERSTOWN MD 21740 CAGING SERVICES 737784 DATA CENTER 11200 WAPLES MILL ROAD SUITE 100 FAIRFAX VA 22030 DATABASE MAINTENANCE 721920 LUKENS COMPANY 2800 SHIRLINGTON ROAD 9TH FLOOR ARLINGTON VA 22206 INT. MRKTING COUNSEL 335500 INTERMEDIA MARKETING SOLUTIONS 204 CARTER DRIVE WEST CHESTER PA 19382 CALL CENTER 265124 6 20185478 0 20185478 0 352857 352857 0 1143466 1143466 0 0 0 7421590 7038436 383154 383154 383154 0 0 0 BEQUEATHS AND WILLS 900099 15000 15000 15000 22079955 1894477 20830 20830 0 0 0 877446 688836 169791 18819 0 2667775 1810818 765205 91752 152197 105414 41589 5194 265644 173602 83203 8839 240540 167756 65062 7722 0 25348 20502 4386 460 54165 38547 13905 1713 0 169129 169129 92725 65992 23804 2929 0 8368 5179 3085 104 6099746 3436662 1963632 699452 0 0 804475 572537 206523 25415 190719 140798 46442 3479 0 0 0 0 18475 13148 4743 584 69442 49421 17827 2194 PUBLICATIONS & DIRECT MAIL 12076731 6922023 4117760 1036948 DUES & SUBSCRIPTIONS 145788 97628 44619 3541 BANK FEES 124410 88542 31938 3930 SPECIAL PROJECTS & EVENTS 15458 9217 6169 72 894010 557263 291969 44778 25013421 14984715 7901652 2127054 X 16880694 10164982 5981379 734333 500 356 3229378 1308659 0 0 410786 315305 0 0 0 0 0 0 0 0 326674 223267 1385867 1211239 196249 174628 15806402 14749940 0 0 0 0 0 0 197989 470925 20167978 17243080 766208 833662 0 0 0 0 0 0 0 0 0 0 0 0 0 0 753613 611272 1519821 1444934 X 18648157 15798146 0 0 0 0 18648157 15798146 20167978 17243080 -2933466 116151 -32696 X false true X true false RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED true false false 62024 62024 0 1155583 1003150 152433 168260 146065 22195 174628 0 DEFERRED RENT 567917 DEFERRED COMPENSATION 43355 611272 X 22431281 116151 235175 351326 22079955 22079955 25929343 32696 883226 915922 25013421 25013421 FORM 990, SCHEDULE D, PART X, LINE 2 In accordance with authoritative guidance issued by the Financial Accounting Standards Board (the FASB), the Organization recognizes tax liabilities when, despite management's belief that tax return positions are supportable, the Organization believes that certain positions may not be fully sustained upon review by tax authorities. Benefits from tax positions are measured at the largest amount of benefit that is greater than 50% likely of being realized upon settlement. To the extent that the final tax outcome of these matters is different than the amounts recorded, such differences impact income tax expense in the period in which such determination is made. Interest and penalties, if any, related to accrued liabilities for potential tax assessments are included in income tax expense. With few exceptions, the Organization is no longer subject to income tax examinations by the U.S. federal, state or local tax authorities for years ended March 31, 2009 and prior. Management has evaluated the Organization's tax positions and has concluded that the Organization has taken no material uncertain tax positions that require adjustment to the consolidated financial statements to comply with the provisions of this guidance. FORM 990, SCHEDULE D, PART XI, LINE 2D REVENUE OF AFFILIATEs $235,175 FORM 990, SCHEDULE D, PART XII, LINE 2D EXPENSE OF AFFILIATEs $883,226 X X true Burch Munford Direct see schedule O SEE SCHEDULE O false 1611816 1611816 AZ AR CT DC FL GA IL KS KY ME MD MA MN MS NH NJ NY NC OH OK OR PA SC TN UT VA WA WV WI true NATIONAL SENIOR CITIZEN LAW CENTER 1444 Eye St NW Suite 1100 washington DC 20005 953132674 501(c)(3) 20830 GENERAL SUPPORT 1 FORM 990, SCHEDULE I, LINE 2 National Committee to preserve social security and medicare does not normally give grants except to the National Committee to preserve social security and medicare Foundation since it is a supporting organization. The Foundation expenses are reviewed and checks are signed by the CFO to make sure the grant is being used properly. In regard to grant to National Senior Citizen Law Center (NSCLC), this is a one time grant. National Committee has a staff who is working with NSCLC staff to ensure proper use of the grant. X true true X X X false false false false false false false false false Max Richtman PRESIDENT & CEO 383229 0 0 0 0 0 14700 0 21246 0 419175 0 Christine Kim Treasurer & CFO 194011 0 0 0 0 0 12094 0 8698 0 214803 0 David Krear Director of Marketing 157215 0 0 0 0 0 9578 0 9922 0 176715 0 MIKE PRUCKER CHIEF OPERATING OFFICER 234300 0 0 0 0 0 7216 0 1952 0 243468 0 dan adcock director of gvnt relations 168842 0 0 0 0 0 10500 0 14370 0 193712 0 brenda sulick senior policy advisor 149849 0 0 0 0 0 9000 0 8698 0 167547 0 pamela causey director of communications 126398 0 0 0 0 0 7960 0 18667 0 153025 0 FORM 990, PART VI, SECTION b, QUESTION 11B A DRAFT OF THE FEDERAL FORM 990 IS PROVIDED TO THE BOARD FOR REVIEW BEFORE FINALIZING THE RETURN. FORM 990, PART VI, SECTION B, QUESTION 12C A WRITTEN POLICY FORM IS PROVIDED TO BOARD MEMBERS ANNUALLY FOR SIGNATURE AND TO DISCLOSE ANY CONFLICTS OF INTEREST. FORM 990, PART VI, SECTION B, QUESTION 15B THE PROCESS OF DETERMINING COMPENSATION FOR THE ORGANIZATION'S CEO INCLUDES A REVIEW BY THE EXECUTIVE COMMITTEE AND AN APPROVAL BY THE BOARD. AN INDEPENDENT COMPENSATION STUDY WAS CONDUCTED IN 2005 TO SET A BASE SALARY RANGE FOR THE CEO POSITION TO ENSURE THAT THE COMPENSATION IS REASONABLE AND CONSISTENT WITH THOSE OF COMPARABLE ORGANIZATIONS. THE STUDY INCLUDED BASE SALARY PROJECTIONS THROUGH 2009. CURRENT COMPENSATION IS IN LINE WITH THE COMPENSATION STUDY PROJECTION. STAFF AND KEY EMPLOYEES OF THE ORGANIZATION ARE EVALUATED ANNUALLY AND MERIT PERFORMANCES ARE RATED ON A POINT SYSTEM AND DOCUMENTED ON THE ORGANIZATION'S PERFORMANCE APPRAISAL FORM. A RANGE OF PERCENTAGE OF SALARY INCREASES ARE SET BY THE ORGANIZATION BASED ON PERFORMANCE RATING POINTS. THE SALARY INCREASES ARE GIVEN BASED ON RANGE OF INCREASES APPLICABLE TO INDIVIDUAL PERFORMANCE EVALUATION POINTS. A SALARY SURVEY IS CONDUCTED EVERY 18 MONTHS FOR MARKET COMPARABILITY. FORM 990, PART VI, SECTION C, QUESTION 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, SCHEDULE G, PART I, LINE 2BII THE NATIONAL COMMITTEE HAS A WRITTEN AGREEMENT WITH BURCH MUNFORD DIRECT AS A PROFESSIONAL FUNDRAISING CONSULTANT TO PROVIDE ADVICE AND CONSULTATION TO THE NATIONAL COMMITTEE'S SOLICITATIONS AND DIRECT MAIL ACTIVITIES. BURCH MUNFORD DIRECT IS COMPENSATED UNDER A FIXED FEE THAT IS NOT BASED ON THE AMOUNT OF FUNDS RAISED. NCPSSM FOUNDATION 10 G STREET NE SUITE 600 WASHINGTON DC 20002 208742654 RESEARCH/EDU DC 501(c)(3) 509(A)(3) NA false NCPSSM - PAC 10 G STREET NE SUITE 600 WASHINGTON DC 20002 330174063 PAC DC 527 N/A NA false false true false false false false false false false false false false true true false true false false