PHARMACEUTICAL CARE MANAGEMENT ASSOCIATION: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- PHARMACEUTICAL CARE MANAGEMENT ASSOCIATION (EIN 38-3676760)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-10-21
- IRS object ID
- 201322949349300727
- Schema version
- 2012v2.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-10-21T14:36:50-05:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 420714325 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MCGLADREY LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8000 TOWERS CRESCENT DR STE 500 | AddressLine1 |
| City | VIENNA | City |
| State | VA | State |
| ZIP Code | 221826205 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 383676760 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PHARMACEUTICAL CARE MANAGEMENT ASSOCIATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | PHAR | NameControl |
| Phone | 2022073610 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 601 PENNSYLVANIA AVENUE NW NO 740 | AddressLine1 |
| City | WASHINGTON | City |
| State | DC | State |
| ZIP Code | 20004 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | MARK MERRITT | Name |
| Title | PRESIDENT & CEO | Title |
| Phone | 2022073610 | Phone |
| Date Signed | 2013-10-21 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | YONG ZHANG CPA | Name |
| PTIN | P01249785 | PTIN |
| Phone | 7033366400 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
Doing Business As DoingBusinessAs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PCMA | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | MARK MERRITT | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 601 PENNSYLVANIA AVENUE NW NO 740 | AddressLine1 |
| City | WASHINGTON | City |
| State | DC | State |
| ZIP Code | 20004 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 12609967 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c | X | Organization501c |
| Web Site | WWW.PCMANET.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 2003 | YearFormation |
| State Legal Domicile | DE | StateLegalDomicile |
| Activity Or Mission Description | 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. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 8 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 8 | NbrIndependentVotingMembers |
| Total Nbr Employees | 19 | TotalNbrEmployees |
| Total Nbr Volunteers | 8 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 0 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 0 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 12062359 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 12307427 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 17014 | InvestmentIncomePriorYear |
| Investment Income Current Year | 14604 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 0 | OtherRevenuePriorYear |
| Other Revenue Current Year | 0 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 12079373 | TotalRevenuePriorYear |
| Total Revenue Current Year | 12322031 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 0 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 5502397 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 5883860 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 5922862 | OtherExpensePriorYear |
| Other Expenses Current Year | 6794144 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 11425259 | TotalExpensesPriorYear |
| Total Expenses Current Year | 12678004 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 654114 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -355973 | RevenuesLessExpensesCY |
| Total Assets BOY | 7730585 | TotalAssetsBOY |
| Total Assets EOY | 7542570 | TotalAssetsEOY |
| Total Liabilities BOY | 2691963 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 2859921 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 5038622 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 4682649 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | 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. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Description | PROMOTE EDUCATION, LEGISLATION, PRACTICE STANDARDS AND RESEARCH THAT FOSTERS QUALITY, AFFORDABLE PRESCRIPTION DRUGS. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | ASSURES QUALITY STANDARDS THROUGHOUT THE INDUSTRY BY REDUCING HEALTHCARE COSTS FOR PROVIDERS AND CONSUMERS. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | PROMOTES PHARMACY BENEFIT MANAGEMENT AS A QUALITY AND COST EFFECTIVE METHOD OF PRESCRIPTION DRUG DELIVERY. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Described In501 C3 | 0 | DescribedIn501C3 |
| Schedule B Required | 0 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Subject To Proxy Tax | 1 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 0 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 0 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 27 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 19 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 8 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 8 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 1 | MembersOrStockholders |
| Election Of Board Members | 1 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 1 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 0 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | DC | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BRENDA PALMER CFO | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 2022073606 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 601 PENNSYLVANIA AVENUE NW NO 740 | AddressLine1 |
| City | WASHINGTON | City |
| State | DC | State |
| ZIP Code | 20004 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (18 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer | Key EmployeeKeyEmployee | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|---|
| REN ELDER | ||||||||
| DIRECTOR | 5.00 | X | 0 | 0 | 0 | |||
| JON ROBERTS | ||||||||
| DIRECTOR | 5.00 | X | 0 | 0 | 0 | |||
| GEORGE PAZ | ||||||||
| DIRECTOR | 5.00 | X | 0 | 0 | 0 | |||
| ERIC ELLIOTT | ||||||||
| DIRECTOR | 5.00 | X | 0 | 0 | 0 | |||
| MARK THIERER | ||||||||
| DIRECTOR | 5.00 | X | 0 | 0 | 0 | |||
| DIRK MCMAHON | ||||||||
| DIRECTOR | 5.00 | X | 0 | 0 | 0 | |||
| WILLIAM FLEMMING | ||||||||
| DIRECTOR | 5.00 | X | 0 | 0 | 0 | |||
| C DANIEL HARON | ||||||||
| DIRECTOR | 5.00 | X | 0 | 0 | 0 | |||
| MARK MERRITT | ||||||||
| PRESIDENT & CEO | 50.00 | 984349 | 0 | 55560 | X | |||
| BRENDA PALMER | ||||||||
| CFO & TREASURER | 50.00 | 287546 | 0 | 45850 | X | |||
| BARBARA LEVY | ||||||||
| VP, GEN. COUNSEL & SEC. | 50.00 | 413832 | 0 | 44959 | X | |||
| KRISTIN BASS | ||||||||
| SENIOR VP | 50.00 | 536628 | 0 | 51975 | X | |||
| BRIAN MCCARTHY | ||||||||
| VP. INDUSTRY REL & OPS | 50.00 | 489499 | 0 | 55685 | X | |||
| JERRY STEFFL | ||||||||
| VP. FEDERAL AFFAIRS | 50.00 | 306472 | 0 | 43156 | X | |||
| MICHELLE GALVANEK | ||||||||
| VP, REGULATORY AFFAIRS | 50.00 | 284777 | 0 | 53253 | X | |||
| GREG JOHNSON | ||||||||
| ASSISTANT VP | 50.00 | 223308 | 0 | 47609 | X | |||
| TIM BROGAN | ||||||||
| ASSISTANT VP | 50.00 | 211054 | 0 | 33389 | X | |||
| CHARLES COTE | ||||||||
| SENIOR DIRECTOR | 50.00 | 185285 | 0 | 28431 | X | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 3922750 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 459867 | TotalOtherCompensation |
| Number Individuals GT100 K | 15 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| JENNINGS POLICY STRATEGIES INC | |||||
| 1301 PENNSYLVANIA AVE NW 500 | WASHINGTON | DC | 20004 | CONSULTING | 300411 |
| MARK GOODIN | |||||
| 150 HOLLY TRAIL | SOUTHERN SHORES | NC | 27949 | PUBLIC AFFAIRS STRATEGY CONSULTANT | 251248 |
| NATHANSON & HAUCK | |||||
| 601 13TH STREET 11TH FL | WASHINGTON | DC | 20005 | CONSULTING | 240000 |
| BLUESTONE STRATEGIES | |||||
| PO BOX 76811 | WASHINGTON | DC | 20013 | CONSULTING | 180000 |
| MIKE POLLARD | |||||
| 7300 MAPLE AVENUE | CHEVY CHASE | MD | 20815 | REGULATORY AFFAIRS CONSULTANT | 150000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 10 | NumberOfContractorsGT100K |
Program Service Revenue ProgramServiceRevenue (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| MEMBERSHIP DUES | 900099 | 7375916 | 7375916 |
| INDUSTRY RELATIONS | 611430 | 4931511 | 4931511 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 12307427 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 14604 | TotalRevenueColumn |
| Exclusion | $14,604 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 287936 | Real |
Less Rental Expenses LessRentalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 287936 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 0 | Real |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 12322031 | TotalRevenueColumn |
| Related Or Exempt Function Income | 12307427 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $14,604 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | X | InfoInScheduleOPartIX |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2965882 | Total |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2272620 | Total |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 256714 | Total |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 193250 | Total |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 195394 | Total |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6496 | Total |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 37150 | Total |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2464570 | Total |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 674423 | Total |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 481252 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 676684 | Total |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 281562 | Total |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1717200 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 103744 | Total |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 23036 | Total |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal |
|---|---|
| DUES / SUBCRIPTIONS | 56045 |
| MERCHANT FEES | 53566 |
| FINANCIAL SERVICES/BANK | 38007 |
| BENEFIT ADMIN | 20763 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 159646 | Total |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 12678004 | Total |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2238632 | BOY |
| EOY | 2237441 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4407618 | BOY |
| EOY | 4296333 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 283653 | BOY |
| EOY | 122359 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 301013 | BOY |
| EOY | 438717 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 1052044 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 807674 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 338435 | BOY |
| EOY | 244370 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 161234 | BOY |
| EOY | 203350 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7730585 | BOY |
| EOY | 7542570 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 628309 | BOY |
| EOY | 555378 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1518983 | BOY |
| EOY | 1794229 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 544671 | BOY |
| EOY | 510314 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2691963 | BOY |
| EOY | 2859921 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5038622 | BOY |
| EOY | 4682649 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5038622 | BOY |
| EOY | 4682649 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7730585 | BOY |
| EOY | 7542570 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | -355973 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 0 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
FS Audited Basis FSAuditedBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Separate | X | FinancialStatementSeparate |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | 1 | AuditCommittee |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantially All Dues Nondeduct | 0 | SubstantiallyAllDuesNondeduct |
| Only In House Lobbying | 0 | OnlyInHouseLobbying |
| Agree To Carryover Prior Year | 0 | AgreeToCarryoverPriorYear |
| Dues Assessments | 7375916 | DuesAssessments |
| Non Ded Lobby Political Current | 2118252 | NonDedLobbyPoliticalCurrent |
| Non Ded Lobby Political Total | 2118252 | NonDedLobbyPoliticalTotal |
| Aggr Amt Reported In Dues Notices | 2118252 | AggrAmtReportedInDuesNotices |
Schedule D IRS990ScheduleD
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 800331 | OtherCostOrOtherBasis |
| Depreciation | 581803 | Depreciation |
| Book Value | 218528 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 251713 | OtherCostOrOtherBasis |
| Depreciation | 225871 | Depreciation |
| Book Value | 25842 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 244370 | TotalOfBookValueLandBuildings |
Other Liabilities OtherLiabilities (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| DEFERRED RENT | $340,501 |
| DEFERRED COMPENSATION | $169,813 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 510314 | TotalOfAmounts |
| Footnote In Part XIII | X | FootnoteInPartXIII |
| Tot Revenue Etc Audited Fincl Stmt | 12609967 | TotRevenueEtcAuditedFinclStmt |
| Other Revenues | 287936 | OtherRevenues |
| Revenue Not Rptd F990 | 287936 | RevenueNotRptdF990 |
| Revenue Subtotal | 12322031 | RevenueSubtotal |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 12322031 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 12965940 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 287936 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 287936 | ExpensesNotRptdF990 |
| Expenses Subtotal | 12678004 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 12678004 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII (3 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | 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, 2012 AND 2011. 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 2009. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | RENTAL EXPENSES REPORTED ON LINE 6B 287,936. | |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | RENTAL EXPENSES REPORTED ON LINE 6B 287,936. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Independent Consultant | X | IndependentConsultant |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
Form990 Schedule J Part II Form990ScheduleJPartII (10 entries)
| TitleTitle | Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| MARK MERRITT | ||||||||||||||
| PRESIDENT & CEO | 744349 | 0 | 240000 | 0 | 0 | 0 | 37500 | 0 | 18060 | 0 | 1039909 | 0 | 0 | 0 |
| BRENDA PALMER | ||||||||||||||
| CFO & TREASURER | 202546 | 0 | 85000 | 0 | 0 | 0 | 31552 | 0 | 14298 | 0 | 333396 | 0 | 0 | 0 |
| BARBARA LEVY | ||||||||||||||
| VP, GEN. COUNSEL & SEC. | 303832 | 0 | 110000 | 0 | 0 | 0 | 37500 | 0 | 7459 | 0 | 458791 | 0 | 0 | 0 |
| KRISTIN BASS | ||||||||||||||
| SENIOR VP | 386628 | 0 | 150000 | 0 | 0 | 0 | 37500 | 0 | 14475 | 0 | 588603 | 0 | 0 | 0 |
| BRIAN MCCARTHY | ||||||||||||||
| VP. INDUSTRY REL & OPS | 359499 | 0 | 130000 | 0 | 0 | 0 | 37500 | 0 | 18185 | 0 | 545184 | 0 | 0 | 0 |
| JERRY STEFFL | ||||||||||||||
| VP. FEDERAL AFFAIRS | 246472 | 0 | 60000 | 0 | 0 | 0 | 35428 | 0 | 7728 | 0 | 349628 | 0 | 0 | 0 |
| MICHELLE GALVANEK | ||||||||||||||
| VP, REGULATORY AFFAIRS | 229777 | 0 | 55000 | 0 | 0 | 0 | 35222 | 0 | 18031 | 0 | 338030 | 0 | 0 | 0 |
| GREG JOHNSON | ||||||||||||||
| ASSISTANT VP | 188308 | 0 | 35000 | 0 | 0 | 0 | 29575 | 0 | 18034 | 0 | 270917 | 0 | 0 | 0 |
| TIM BROGAN | ||||||||||||||
| ASSISTANT VP | 166054 | 0 | 45000 | 0 | 0 | 0 | 25930 | 0 | 7459 | 0 | 244443 | 0 | 0 | 0 |
| CHARLES COTE | ||||||||||||||
| SENIOR DIRECTOR | 135285 | 0 | 50000 | 0 | 0 | 0 | 20909 | 0 | 7522 | 0 | 213716 | 0 | 0 | 0 |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (9 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| 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: TOTAL EXPENSES 1,683,442. PROFESSIONAL SUPPORT: TOTAL EXPENSES 4,194. RESEARCH STUDIES: TOTAL EXPENSES 387,143. ALLY DEVELOPMENT: TOTAL EXPENSES 172,501. STATE TRACKING SERVICE: TOTAL EXPENSES 33,292. COALITION BUILDING: TOTAL EXPENSES 101,394. OTHER FEES: TOTAL EXPENSES 82,604. | OTHER FEES |
| 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. |
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