2012-11-14T14:09:30-06:00 2011-12-31 521186096 RUBINO & MCGEEHIN CHARTERED 6903 ROCKLEDGE DRIVE SUITE 1200 BETHESDA MD 20817 990 2011-01-01 042730934 FAMILIES USA FOUNDATION INC FAMI 2026283030 1201 NEW YORK AVENUE NW NO 1100 WASHINGTON DC 20005 RONALD F POLLACK 2026283030 2012-11-09 1 JENNY E HERRERA CPA P00252755 3015643636 2011 2016-02-24 21:20:13Z RONALD F POLLACK 1201 NEW YORK AVENUE NW NO 1100 WASHINGTON DC 20005 45322903 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 70 1 0 0 2074002 6557920 167649 257289 1938566 4201650 86725 67714 4266942 11084573 0 0 0 0 4724520 4250389 0 0 166865 2886816 3557940 7611336 7808329 -3344394 3276244 49413907 50495441 2442005 2941797 46971902 47553644 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 1 2464784 186206 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. 2343937 86565 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. 1138513 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. 880774 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. 880774 6828008 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 0 1 12 0 1 70 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 12745 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 GORDON BONNYMAN 1.00 X 0 0 0 KATHLEEN BONK 1.00 X 0 0 0 JAMES CHRISTIAN SR 1.00 X 0 0 0 ANGELA MONSON 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 85517 0 9040 DAVID L ENGEL 0.10 X 0 0 0 RONALD POLLACK 40.00 X 236123 0 34730 DELMA PLUMMER 40.00 X 124849 0 26846 MARGARET DENKER 40.00 X 124281 0 24384 KATHLEEN STOLL 40.00 X 144647 0 26374 DEE MAHAN 40.00 X 118077 0 11654 DAVID LEMMON 40.00 X 118827 0 23858 CHERYL FISH-PARCHAM 40.00 X 104550 0 23235 1056871 0 192866 7 0 1 0 ZEVIN ASSET MANAGEMENT 50 CONGRESS STREET SUITE 1040 BOSTON MA 02109 INVESTMENT SERVICES 102443 1 5203 6552717 6557920 CONF REGISTRATION 541900 154706 154706 ENROLL AMERICA ADMIN F 900099 71083 71083 CONTRACT SERVICES 541900 30000 30000 HONORARIA 900099 1500 1500 257289 804379 804379 538191 498012 40179 40179 40179 37137589 33740318 3397271 3397271 3397271 MISCELLANEOUS INCOME 900099 15482 15482 ANTITRUST LIT SETTLE 900099 12053 12053 27535 11084573 272771 0 4253882 583978 456582 81943 45453 2774517 2611381 98143 64993 165303 152393 6869 6041 456879 417131 29393 10355 269712 249404 12757 7551 19060 19060 34093 34093 28138 28138 189456 189456 1349955 1335024 14931 3680 3680 460933 412510 42162 6261 121104 115998 5106 718961 718961 177085 148486 28533 66 242490 242271 219 2580 2580 165820 165820 30830 6836 23994 FOREIGN INV TAXES 13755 13755 G&A ALLOCATION 0 648174 -674319 26145 7808329 6828008 813456 166865 2946156 318433 1772099 1859104 84488 650715 145983 228506 2166692 1311032 984866 855660 43322006 46364749 158309 218274 49413907 50495441 502420 550259 65511 94440 1874074 2297098 2442005 2941797 X 38445198 38367459 8526704 9186185 46971902 47553644 49413907 50495441 X 3276244 -2694502 X X 0 1 1 X 0 X 3222457 8374898 7226304 2074002 6557920 27455581 3222457 8374898 7226304 2074002 6557920 27455581 18345548 9110033 1442433 1458305 1005375 1079244 1342570 6327927 2106 19329 10568 1435 15482 48920 33832428 1316613 0.26930 0.28180 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. SCHEDULE A, PART IV, SUPPLEMENTAL INFORMATION: PART II, SECTION B, LINE 10, EXPLANATION FROM OTHER INCOME: MISCELLANEOUS RECEIPTS RECEIVED IN CONNECTION WITH THE MISSION OF THE ORGANIZATION. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 5371 22767 28138 7780191 7808329 540416 135104 0 0 594639 626722 530567 540416 2292344 3438516 43296 91607 30512 28138 193553 148660 156681 132642 135104 573087 859631 19246 28221 8182 5371 61020 1357741 608572 749169 552709 452847 99862 256242 249613 6629 855660 CAPITAL LEASE OBLIGATION 15424 DEFERRED LEASE INCENTIVE 1765450 TENANT PREPAID RENT-BUILDING 36224 DUE TO ENROLL AMERICA 480000 2297098 11084573 7808329 3276244 -2694502 -2694502 581742 8303920 -2694502 117060 -13755 -2591197 10895117 189456 189456 11084573 7722178 117060 117060 7605118 189456 13755 203211 7808329 PART XII, LINE 2D AND PART XIII, LINE 4B - FOREIGN INV TAXES PAID X 0 0 0 0 0 0 0 0 0 RONALD POLLACK 236123 0 0 0 0 0 22083 0 12647 0 270853 0 5415 0 DELMA PLUMMER 124849 0 0 0 0 0 11922 0 14924 0 151695 0 2893 0 KATHLEEN STOLL 144647 0 0 0 0 0 13727 0 12647 0 171021 0 3187 0 CHANGES IN PROGRAM SERVICES FORM 990, PART III, LINE 3 THE HEALTH ASSISTANCE PARTNERSHIP AND VILLERS GRASSROOTS INITIATIVE CEASED OPERATIONS IN 2011. 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 ADDRESS 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. 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. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED LOSSES ON INVESTMENTS: -2,694,502. 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. 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 1 1 0 0