2014-11-17T18:10:21-06:00 2013-12-31 521186096 RUBINO & COMPANY CHARTERED 6903 ROCKLEDGE DRIVE SUITE 1200 BETHESDA MD 20817 990 2013-01-01 042730934 FAMILIES USA FOUNDATION INC FAMI 2026283030 1201 NEW YORK AVENUE NW NO 1100 WASHINGTON DC 20005 RONALD F POLLACK VP & EXEC DIR 2026283030 2014-11-17 1 JENNY E HERRERA CPA P00252755 3015643636 2013 2015-11-30 17:44:51Z RONALD F POLLACK 1201 NEW YORK AVENUE NW NO 1100 WASHINGTON DC 20005 65102629 0 X WWW.FAMILIESUSA.ORG X 1981 MA ENSURE ACCESS TO HIGH QUALITY, AFFORDABLE HEALTH CARE FOR ALL AMERICANS. 11 10 80 1 0 0 3713529 2402351 447993 738937 2653907 4329531 112626 70031 6928055 7540850 0 0 0 0 4454820 4179663 0 0 141040 3573372 3757136 8028192 7936799 -1100137 -395949 49263859 51706153 2413459 2349740 46850400 49356413 X ENSURE ACCESS TO HIGH QUALITY, AFFORDABLE HEALTH CARE FOR ALL AMERICANS. 1 0 2086143 744850 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. 1977875 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. 1471125 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. 579601 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. 715306 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. 1294907 6830050 1 1 0 1 0 0 0 0 0 0 1 0 0 0 1 0 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 14 0 1 80 1 0 0 0 0 0 0 0 0 0 0 X 11 10 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 KATHLEEN BONK DIRECTOR 1.00 X 0 0 0 JAMES CHRISTIAN SR 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 ALI NOORANI DIRECTOR 1.00 X 0 0 0 SHANNON BROWNLEE DIRECTOR 1.00 X 0 0 0 DAVID L ENGEL CLERK 0.10 X 0 0 0 RONALD POLLACK VP/EXECUTIVE DIRECTOR 40.00 X 236789 0 33482 DELMA PLUMMER DIR. FINANCE & ADMIN 40.00 X 142737 0 27754 KATHLEEN STOLL DIR. HEALTH POLICY 40.00 X 160826 0 26852 DEE MAHAN DIR. LONG TERM SERV ADVOCA 40.00 X 126100 0 9786 DAVID LEMMON DIR. COMMUNICATIONS 40.00 X 122309 0 23044 JENNIFER BEESON DIR. GOVERNMENT AFFAIRS 40.00 X 114905 0 20111 CHERYL FISH-PARCHAM DEPUTY DIR.HEALTH POLICY 40.00 X 111829 0 25452 1015495 0 166481 8 0 1 0 0 1619 2400732 2402351 CONTRACT SERVICES 541900 589139 589139 CONF REGISTRATION 900099 134503 134503 HONORARIA 541900 10508 10508 AFFILIATE ADMIN FEE 900099 4787 4787 738937 680040 680040 498403 434285 64118 64118 64118 60776985 57127494 3649491 3649491 3649491 MISCELLANOUS INCOME 900099 5913 5913 5913 7540850 744850 0 4393649 X 455462 360751 58373 36338 2754437 2688297 24669 41471 157065 145342 6587 5136 517322 454289 51658 11375 295377 269234 17383 8760 18000 18000 69143 69143 208479 208479 1141031 1123048 16456 1527 3525 3525 739500 470993 262050 6457 116877 101386 15491 801646 801646 158966 132115 26292 559 266558 265352 975 231 890 890 176644 176644 34318 8032 26286 FOREIGN TAXES 21559 21559 G&A ALLOCATION 0 807686 -836872 29186 7936799 6830050 965709 141040 431699 269482 834904 816213 351891 373213 0 49131 212967 121027 2310530 1589822 795740 720708 46471490 49231559 165168 124820 49263859 51706153 633262 661630 74050 145300 1706147 1542810 2413459 2349740 X 38754102 44431094 8096298 4925319 46850400 49356413 49263859 51706153 -395949 2902842 -880 0 X X 0 1 X 1 0 X 7226304 2074002 6557920 3713529 2402351 21974106 7226304 2074002 6557920 3713529 2402351 21974106 14957278 7016828 1005375 1079244 1342570 1537541 1178443 6143173 10568 1435 15482 6935 5913 40333 28157612 2987233 0.24920 0.25460 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 343 11105 11448 7925351 7936799 546840 136710 0 0 530567 540416 551410 546840 2169233 3253850 30512 28138 11353 11448 81451 132642 135104 137853 136710 542309 813464 8182 5371 1748 343 15644 1357741 790218 567523 696098 545939 150159 256691 253665 3026 720708 CAPITAL LEASE OBLIGATION 11429 DEFERRED LEASE INCENTIVE 1530587 TENANT PREPAID RENT-BUILDING 794 1542810 10333791 2902842 120139 -21559 3001422 7332369 208481 208481 7540850 7827778 121019 121019 7706759 208481 21559 230040 7936799 PART XI, LINE 2D - OTHER ADJUSTMENTS: FOREIGN INV TAXES PAID -21,559. PART XII, LINE 4B - OTHER ADJUSTMENTS: FOREIGN INV TAXES PAID 21,559. X X 0 0 0 0 0 0 0 1 0 RONALD POLLACK VP/EXECUTIVE DIRECTOR 236789 0 0 0 0 0 17335 0 16147 0 270271 0 0 0 DELMA PLUMMER DIR. FINANCE & ADMIN 133469 0 9268 0 0 0 10306 0 17448 0 170491 0 0 0 KATHLEEN STOLL DIR. HEALTH POLICY 160826 0 0 0 0 0 12005 0 14847 0 187678 0 0 0 PART I, LINE 1B THE CEO DETERMINES THE AMOUNT OF THE BONUS AWARDS FOR ALL OTHER STAFF MEMBERS, AND INFORMS THE AUDIT AND FINANCE COMMITTEES OF THE AMOUNTS. PHILIPPE VILLERS PRES/TREAS/DIR ADVANCE X 49131 49131 0 1 0 49131 FORM 990, PART III, LINE 2 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. 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 COUNSEL BY THE APPROPRIATE OFFICERS, DIRECTORS AND KEY EMPLOYEES. COUNSEL 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 IX, LINE 11G SUB-CONTRACT: PROGRAM SERVICE EXPENSES 642,250. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 642,250. EVENT PLANNING: PROGRAM SERVICE EXPENSES 57,311. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 57,311. DATA ANALYSIS: PROGRAM SERVICE EXPENSES 85,110. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 85,110. MEDIA & COMMUNICATIONS: PROGRAM SERVICE EXPENSES 320,624. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 320,624. PAYROLL PREPARATION: PROGRAM SERVICE EXPENSES 12,362. MANAGEMENT AND GENERAL EXPENSES 12,359. FUNDRAISING EXPENSES 437. TOTAL EXPENSES 25,158. BENEFITS ADMINISTRATION/TPA SERVICE: PROGRAM SERVICE EXPENSES 5,391. MANAGEMENT AND GENERAL EXPENSES 4,097. FUNDRAISING EXPENSES 1,090. TOTAL EXPENSES 10,578. 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