2013-11-15T16:35:41-06:00 2012-12-31 521186096 RUBINO & COMPANY CHARTERED 6903 ROCKLEDGE DRIVE SUITE 1200 BETHESDA MD 20817 990 2012-01-01 042730934 FAMILIES USA FOUNDATION INC FAMI 2026283030 1201 NEW YORK AVENUE NW NO 1100 WASHINGTON DC 20005 RONALD F POLLACK 2026283030 2013-11-18 1 JENNY E HERRERA CPA P00252755 3015643636 2012 2016-03-07 17:11:31Z RONALD F POLLACK 1201 NEW YORK AVENUE NW NO 1100 WASHINGTON DC 20005 66512269 0 X WWW.FAMILIESUSA.ORG X 1981 MA ENSURE ACCESS TO HIGH QUALITY, AFFORDABLE HEALTH CARE AND LONG-TERM CARE FOR ALL AMERICAN FAMILIES. 11 10 83 1 0 0 6557920 3713529 257289 447993 4201650 2653907 67714 112626 11084573 6928055 0 0 0 0 4250389 4454820 0 0 176246 3557940 3573372 7808329 8028192 3276244 -1100137 50495441 49263859 2941797 2413459 47553644 46850400 X TO ENSURE ACCESS TO HIGH QUALITY, AFFORDABLE HEALTH CARE AND LONG-TERM CARE FOR ALL AMERICA'S FAMILIES AND FOR ECONOMIC SECURITY FOR OLDER AMERICANS. 0 0 2254255 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. 2029745 161993 MEDICAID - THE FOUNDATION PROVIDED ASSISTANCE ON HEALTH CARE ISSUES IN CONNECTION WITH MEDICAID AND STATE CHILDREN'S HEALTH INSURANCE PROGRAMS TO THE STATES AND TO GROUPS AROUND THE COUNTRY, AS WELL AS PREPARED AND ISSUED REPORTS. THE FOUNDATION CONVENED ITS HEALTH ACTION CONFERENCE FOR HEALTH CARE ADVOCATES. 1934954 292935 ACCESS TO HEALTH CARE - THE FOUNDATION PROVIDED ASSISTANCE ON ISSUES IN CONNECTION WITH THE IMPORTANCE OF ACCESS TO HEALTH CARE TO PROGRAMS IN THE STATES AND TO GROUPS AROUND THE COUNTRY, AS WELL AS PREPARED AND ISSUED REPORTS. 548927 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. 548927 6767881 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 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 30 0 1 83 1 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 20.00 X X 0 0 9038 L TONI LEWIS 1.00 X 0 0 0 JOHN MCDONOUGH 1.00 X 0 0 0 ROBERT CRITTENDENMD 1.00 X 0 0 0 SISTER SIMONE CAMPBELL 1.00 X 0 0 0 KATHLEEN BONK 1.00 X 0 0 0 JAMES CHRISTIAN SR 1.00 X 0 0 0 JAMES KIMMEY MD 1.00 X 0 0 0 ROBERT EDGAR 1.00 X 0 0 0 JEFF KIRSCH 1.00 X 0 0 0 ALI NOORANI 1.00 X 0 0 0 BARBARA CAMPBELL 36.00 X 61873 0 6000 DAVID L ENGEL 0.10 X 0 0 0 RONALD POLLACK 40.00 X 237389 0 32008 DELMA PLUMMER 40.00 X 127827 0 25737 MARGARET DENKER 40.00 X 128836 0 24459 KATHLEEN STOLL 40.00 X 155038 0 24087 DEE MAHAN 40.00 X 122356 0 9515 DAVID LEMMON 40.00 X 125718 0 20786 JENNIFER BEESON 40.00 X 110635 0 13475 1069672 0 165105 7 0 1 0 CHANGEORGINC 2710 BROADWAY 2ND FLR 130 NEW YORK NY 10025 ONLINE ACTIVISM PLATFORM 168750 TIGERCOMM 1901 N FT MYER DRIVE SUITE 850 ARLINGTON VA 22209 MARKETING COMMUNICATIONS 102771 2 2249 3711280 3713529 AFFILIATE ADMIN FEE 900099 286000 286000 CONF REGISTRATION 541900 123570 123570 CONTRACT SERVICES 541900 35222 35222 HONORARIA 900099 3201 3201 447993 935437 935437 602104 497235 104869 104869 104869 60805449 59086979 1718470 1718470 1718470 MISCELLANOUS INCOME 900099 6935 6935 LITIGATION SETTLEMENTS 900099 822 822 7757 6928055 454928 0 2759598 X 516215 403807 72690 39718 3094638 2630157 392623 71858 146627 135174 5775 5678 431379 395153 26302 9924 265961 241840 15252 8869 18469 18469 50572 50572 196079 196079 1419732 1391631 28101 426617 372586 44797 9234 105386 92036 13233 117 719899 2060 717839 203408 168375 32631 2402 224751 223591 1160 909 909 172399 172399 32151 7374 24777 FOREIGN TAXES 3000 3000 G&A ALLOCATION 0 704097 -732543 28446 8028192 6767881 1084065 176246 318433 431699 1859104 834904 650715 351891 228506 212967 2228793 1433053 855660 795740 46364749 46471490 218274 165168 50495441 49263859 550259 633262 94440 74050 2297098 1706147 2941797 2413459 X 38367459 38754102 9186185 8096298 47553644 46850400 50495441 49263859 -1100137 396893 0 X X 0 1 X 1 0 X 8374898 7226304 2074002 6557920 3713529 27946653 8374898 7226304 2074002 6557920 3713529 27946653 19182140 8764513 1458305 1005375 1079244 1342570 1537541 6423035 19329 10568 1435 15482 6935 53749 34423437 1556505 0.25460 0.26930 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 1748 9605 11353 8016839 8028192 551410 137853 0 0 626722 530567 540416 551410 2249115 3373673 91607 30512 28138 11353 161610 156681 132642 135104 137853 562280 843420 28221 8182 5371 1748 43522 1357741 699395 658346 614361 481790 132571 256691 251868 4823 795740 CAPITAL LEASE OBLIGATION 23193 DEFERRED LEASE INCENTIVE 1661722 TENANT PREPAID RENT-BUILDING 21232 1706147 7247226 396893 121357 -3000 515250 6731976 196079 196079 6928055 7950470 121357 121357 7829113 196079 3000 199079 8028192 PART XI, LINE 2D - OTHER ADJUSTMENTS: FOREIGN INV TAXES PAID PART XII, LINE 4B - OTHER ADJUSTMENTS: FOREIGN INV TAXES PAID X 0 0 0 0 0 0 0 0 0 RONALD POLLACK 237389 0 0 0 0 0 17335 0 14673 0 269397 0 0 0 DELMA PLUMMER 127827 0 0 0 0 0 9694 0 16043 0 153564 0 0 0 MARGARET DENKER 128836 0 0 0 0 0 9666 0 14793 0 153295 0 0 0 KATHLEEN STOLL 155038 0 0 0 0 0 11614 0 12473 0 179125 0 0 0 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 HAVE 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. OTHER FEES FORM 990, PART IX, LINE 11G SUB-CONTRACT: PROGRAM SERVICE EXPENSES 769,500. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 769,500. EVENT PLANNING: PROGRAM SERVICE EXPENSES 13,359. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 13,359. DATA ANALYSIS: PROGRAM SERVICE EXPENSES 159,000. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 159,000. MEDIA FEES: PROGRAM SERVICE EXPENSES 3,964. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 3,964. CONTRACT FEES: PROGRAM SERVICE EXPENSES 445,808. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 445,808. PAYROLL PREPARATION: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 28,101. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 28,101. AUDIT AND FINANCE COMMITTEE OVERSIGHT AND REVIEW PROCESS 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. FORM 990, PART VI, LINE 1A THREE MEMBERS OF THE BOARD OF DIRECTORS SERVE AS THE EXECUTIVE COMMITTEE. FAMILIES USA 1201 NEW YORK AVENUE 1100 WASHINGTON DC 20005 521632583 HEALTH CARE REFORM DC 501(C)(4) N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 FAMILIES USA Q 185335 ACTUAL COST