2013-10-21T14:36:50-05:00 2012-12-31 420714325 MCGLADREY LLP 8000 TOWERS CRESCENT DR STE 500 VIENNA VA 221826205 990 2012-01-01 383676760 PHARMACEUTICAL CARE MANAGEMENT ASSOCIATION PHAR 2022073610 601 PENNSYLVANIA AVENUE NW NO 740 WASHINGTON DC 20004 MARK MERRITT 2022073610 2013-10-21 1 YONG ZHANG CPA P01249785 7033366400 2012 2016-02-24 21:20:13Z PCMA MARK MERRITT 601 PENNSYLVANIA AVENUE NW NO 740 WASHINGTON DC 20004 12609967 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 19 8 0 0 0 0 12062359 12307427 17014 14604 0 0 12079373 12322031 0 0 0 0 5502397 5883860 0 0 0 5922862 6794144 11425259 12678004 654114 -355973 7730585 7542570 2691963 2859921 5038622 4682649 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 27 0 1 19 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 5.00 X 0 0 0 JON ROBERTS 5.00 X 0 0 0 GEORGE PAZ 5.00 X 0 0 0 ERIC ELLIOTT 5.00 X 0 0 0 MARK THIERER 5.00 X 0 0 0 DIRK MCMAHON 5.00 X 0 0 0 WILLIAM FLEMMING 5.00 X 0 0 0 C DANIEL HARON 5.00 X 0 0 0 MARK MERRITT 50.00 X 984349 0 55560 BRENDA PALMER 50.00 X 287546 0 45850 BARBARA LEVY 50.00 X 413832 0 44959 KRISTIN BASS 50.00 X 536628 0 51975 BRIAN MCCARTHY 50.00 X 489499 0 55685 JERRY STEFFL 50.00 X 306472 0 43156 MICHELLE GALVANEK 50.00 X 284777 0 53253 GREG JOHNSON 50.00 X 223308 0 47609 TIM BROGAN 50.00 X 211054 0 33389 CHARLES COTE 50.00 X 185285 0 28431 3922750 0 459867 15 0 1 0 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 10 MEMBERSHIP DUES 900099 7375916 7375916 INDUSTRY RELATIONS 611430 4931511 4931511 12307427 14604 14604 287936 287936 0 12322031 12307427 0 14604 X 2965882 2272620 256714 193250 195394 6496 37150 2464570 674423 481252 676684 281562 1717200 103744 23036 DUES / SUBCRIPTIONS 56045 MERCHANT FEES 53566 FINANCIAL SERVICES/BANK 38007 BENEFIT ADMIN 20763 159646 12678004 2238632 2237441 4407618 4296333 283653 122359 301013 438717 1052044 807674 338435 244370 161234 203350 7730585 7542570 628309 555378 1518983 1794229 544671 510314 2691963 2859921 X 5038622 4682649 5038622 4682649 7730585 7542570 -355973 0 X X 0 1 X 1 0 0 0 0 7375916 2118252 2118252 2118252 800331 581803 218528 251713 225871 25842 244370 DEFERRED RENT 340501 DEFERRED COMPENSATION 169813 510314 X 12609967 287936 287936 12322031 0 12322031 12965940 287936 287936 12678004 0 12678004 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. X X X 0 0 0 MARK MERRITT 744349 0 240000 0 0 0 37500 0 18060 0 1039909 0 0 0 BRENDA PALMER 202546 0 85000 0 0 0 31552 0 14298 0 333396 0 0 0 BARBARA LEVY 303832 0 110000 0 0 0 37500 0 7459 0 458791 0 0 0 KRISTIN BASS 386628 0 150000 0 0 0 37500 0 14475 0 588603 0 0 0 BRIAN MCCARTHY 359499 0 130000 0 0 0 37500 0 18185 0 545184 0 0 0 JERRY STEFFL 246472 0 60000 0 0 0 35428 0 7728 0 349628 0 0 0 MICHELLE GALVANEK 229777 0 55000 0 0 0 35222 0 18031 0 338030 0 0 0 GREG JOHNSON 188308 0 35000 0 0 0 29575 0 18034 0 270917 0 0 0 TIM BROGAN 166054 0 45000 0 0 0 25930 0 7459 0 244443 0 0 0 CHARLES COTE 135285 0 50000 0 0 0 20909 0 7522 0 213716 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. OTHER FEES 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. 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.