2011-11-14T14:12:09-06:00 2010-12-31 RUBINO & MCGEEHIN CHARTERED 6903 ROCKLEDGE DRIVE SUITE 1200 BETHESDA MD 20817 990 2010-01-01 042730934 FAMILIES USA FOUNDATION INC FAMI 2026283030 1201 NEW YORK AVENUE NW NO 1100 WASHINGTON DC 20005 RONALD F POLLACK 2026283030 2011-11-09 1 JENNY E HERRERA CPA 3015643636 2010 2016-03-07 17:11:31Z RONALD F POLLACK 1201 NEW YORK AVENUE NW NO 1100 WASHINGTON DC 20005 17257785 0 X WWW.FAMILIESUSA.ORG X 1981 MA ENSURE ACCESS TO HIGH QUALITY, AFFORDABLE HEALTH CARE AND LONG-TERM CARE FOR ALL AMERICAN FAMILIES. 10 9 80 1 0 0 7226304 2074002 300539 167649 -59661 1938566 -79908 86725 7387274 4266942 10000 0 0 0 5012059 4724520 0 0 164442 4512373 2886816 9534432 7611336 -2147158 -3344394 50555505 49413907 2497322 2442005 48058183 46971902 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 2350378 150884 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. 1883637 4350 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. 1001644 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. 1579059 13850 THE HEALTH ASSISTANCE PARTNERSHIP PROVIDED TECHNICAL AND SUBSTANTIVE ASSISTANCE, PROFESSIONAL DEVELOPMENT AND TRAINING OPPORTUNITIES TO THE STATE HEALTH ASSISTANCE AND INFORMATION PROGRAMS ASSISTING MEDICARE BENEFICIARIES, AS WELL AS PREPARING AND DISTRIBUTING CONSUMER EDUCATON AND TRAINING MATERIALS FOR MEDICARE BENEFICIARIES, ESPECIALLY ON THE PROVISIONS OF MEDICARE PART D.THE INNOVATION FUND WAS ESTABLISHED BY THE BOARD OF DIRECTORS FOR HIGH-PRIORITY, STRATEGIC ACTIVITIES THAT ARE NOT PART OF THE ORGANIZATION'S REGULAR BUDGET.THE VILLERS GRASSROOTS INITIATIVE IS A CREATIVE MEDIA PROJECT DIRECTED AT ACTIVITIES AND MESSAGING ON HEALTH CARE REFORM. 1579059 13850 6814718 1 1 0 1 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 13 0 1 80 1 0 0 0 0 0 0 0 0 X 10 9 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 12635 JARRETT BARRIOS 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 KIRSH 1.00 X 0 0 0 ALI NOORANI 1.00 X 0 0 0 MARY KAY HENRY 1.00 X 0 0 0 BARBARA CAMPBELL 40.00 X 96269 0 18378 DAVID L ENGEL 0.10 X 0 0 0 RONALD POLLACK 40.00 X 231010 0 32445 DELMA PLUMMER 40.00 X 119620 0 23982 MARGARET DENKER 40.00 X 118515 0 25337 KATHLEEN STOLL 40.00 X 130761 0 23689 DEE MAHAN 40.00 X 114030 0 9311 DAVID LEMMON 40.00 X 116375 0 20726 CHERYL FISH-PARCHAM 40.00 X 100445 0 23052 1027025 0 189555 7 0 1 0 0 3247 2070755 2074002 CONF REGISTRATION 541900 149449 149449 CONTRACT SERVICES 541900 13850 13850 HONORARIA 900099 4350 4350 167649 642210 642210 437034 351744 85290 85290 85290 13935455 12639099 1296356 1296356 1296356 MISCELLANEOUS INCOME 900099 1435 1435 1435 4266942 169084 0 2023856 590280 472012 71927 46341 3224071 3046186 112984 64901 168901 156891 7608 4402 448081 404809 36625 6647 293187 273773 13577 5837 18167 18167 67117 67117 170304 170304 404883 390395 14488 1344 1344 504536 449129 48831 6576 100781 93073 6918 790 891271 163048 728223 262327 235417 26910 235484 235484 1729 1729 179083 179083 34269 8572 25697 FOREIGN TAXES 15521 15521 G&A ALLOCATION 0 884585 -913533 28948 7611336 6814718 632176 164442 176 14842905 2946156 3341219 1772099 211021 84488 21182 181556 145983 2234334 1249468 1068419 984866 30692186 43322006 196841 52089 0 106220 50555505 49413907 529135 502420 53912 65511 1914275 1874074 2497322 2442005 X 35961202 38445198 12096981 8526704 48058183 46971902 50555505 49413907 X -3344394 2258113 X X 0 1 1 X 0 X 12488662 3222457 8374898 7226304 2074002 33386323 12488662 3222457 8374898 7226304 2074002 33386323 22201876 11184447 1280376 1442433 1458305 1005375 1079244 6265733 3721 2106 19329 10568 1435 37159 39689215 1354826 0.28180 0.29900 X PART II, SECTION C, LINE 17A: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 THREE 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 II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS RECEIPTS RECEIVED IN CONNECTION WITH THE MISSION OF THE ORGANIZATION. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 8182 22330 30512 7580824 7611336 530567 132642 0 0 528876 594639 626722 530567 2280804 3421206 76279 43296 91607 30512 241694 132219 148660 156681 132642 570202 855303 44877 19246 28221 8182 100526 1357741 517749 839992 622042 484802 137240 254551 246917 7634 984866 CAPITAL LEASE OBLIGATION 31702 DEFERRED LEASE INCENTIVE 1842372 1874074 4266942 7611336 -3344394 2258113 2258113 -1086281 6418096 2258113 78866 2336979 4081117 170304 15521 185825 4266942 7504377 78866 78866 7425511 170304 15521 185825 7611336 PART XII, LINE 4B AND PART XIII, LINE 4B - FOREIGN INVESTMENT TAXES X 0 0 0 0 0 0 0 0 0 RONALD POLLACK 231010 0 0 0 0 0 17521 0 14924 0 263455 0 0 0 KATHLEEN STOLL 130761 0 0 0 0 0 10265 0 13424 0 154450 0 0 0 CHANGES IN PROGRAM SERVICES FORM 990, PART III, LINE 3 THE HEALTH ASSISTANCE PARTNERSHIP LARGELY CEASED OPERATIONS IN 2010 WHEN THE MAJORITY OF FUNDING ENDED THE PROGRAM. 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 A CONFERENCE CALL IS HELD WITH THE COMMITTEE AND THE ORGANIZATION'S RELEVANT STAFF TO DISCUSS THE FORM AND ANSWER ANY QUESTIONS. WHEN THE FORM 990 IS FILED, A COPY OF IT IS PROVIDED TO THE BOARD OF DIRECTORS ALONG WITH 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 WITH THE 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). FOR OTHER EMPLOYEES, THE EXECUTIVE DIRECTOR DETERMINES THE COMPENSATION AND A PERIODIC SALARY COMPARABILITY SURVEY IS CONDUCTED TO ASSIST WITH THE DETERMINATION. 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 GAINS ON INVESTMENTS: 2,258,113. 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 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