BLUE CROSS BLUE SHIELD ASSOCIATION: Form 990, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- BLUE CROSS BLUE SHIELD ASSOCIATION (EIN 13-5656874)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-14
- IRS object ID
- 202343189349310774
- Schema version
- 2022v5.0
- 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) |
|---|---|---|
| Return | 2023-11-14T13:45:53-06:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PwC US Tax LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2001 MARKET ST SUITE 1800 | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19103 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 135656874 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BLUE CROSS BLUE SHIELD ASSOCIATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % BRAD LUBRANT | InCareOfNm |
| Business Name Control | BLUE | BusinessNameControlTxt |
| Phone | 3122976369 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 225 NORTH MICHIGAN AVENUE | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60601 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BRAD LUBRANT | PersonNm |
| Person Title | VP OF FINANCE | PersonTitleTxt |
| Phone | 3122976000 | PhoneNum |
| Signature | 2023-11-10 | SignatureDt |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | BRAD | PersonFirstNm |
| Person Last | LUBRANT | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ERICA R MCREYNOLDS | PreparerPersonNm |
| PTIN | P00977806 | PTIN |
| Phone | 2673303000 | PhoneNum |
| Preparation | 2023-11-09 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | KIM KECK | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 225 NORTH MICHIGAN AVENUE | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60601 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $758,442,929 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c | Yes (X) | Organization501cInd |
| Website Address | WWW.BCBS.COM | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1948 | FormationYr |
| Legal Domicile State | IL | LegalDomicileStateCd |
| Activity Or Mission | SEE SCHEDULE O | ActivityOrMissionDesc |
| Voting Members Governing Body | 35 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 34 | VotingMembersIndependentCnt |
| Total Employee | 1383 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $8,065,131 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $0 | PYContributionsGrantsAmt |
| CY Contributions Grants | $0 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $764,438,846 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $749,218,628 | CYProgramServiceRevenueAmt |
| PY Investment Income | $14,627,411 | PYInvestmentIncomeAmt |
| CY Investment Income | $5,275,288 | CYInvestmentIncomeAmt |
| PY Other Revenue | $916,939 | PYOtherRevenueAmt |
| CY Other Revenue | $1,297,609 | CYOtherRevenueAmt |
| PY Total Revenue | $779,983,196 | PYTotalRevenueAmt |
| CY Total Revenue | $755,791,525 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $246,804,381 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $252,208,107 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $458,578,295 | PYOtherExpensesAmt |
| CY Other Expenses | $445,726,502 | CYOtherExpensesAmt |
| PY Total Expenses | $705,382,676 | PYTotalExpensesAmt |
| CY Total Expenses | $697,934,609 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $74,600,520 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $57,856,916 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $823,249,199 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,027,832,993 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $714,579,936 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $747,444,098 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $108,669,263 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $280,388,895 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | SEE SCHEDULE O | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $279,170,990 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $279,383,587 | RevenueAmt |
| Desc | SEE SCHEDULE O | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $118,781,799 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $138,716,641 | RevenueAmt |
| Desc | SEE SCHEDULE O | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $203,666,475 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $212,078,053 | RevenueAmt |
| Desc | SEE SCHEDULE O | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $83,070,939 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $0 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $112,272,825 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $684,690,203 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | false | DescribedInSection501c3Ind |
| Schedule B Required | false | ScheduleBRequiredInd |
| Political Campaign Acty | Yes (true) | PoliticalCampaignActyInd |
| Subject To Proxy Tax | Yes (true) | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | Yes (true) | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | false | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (true) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (true) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | Yes (true) | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (true) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (true) | TransactionWithControlEntInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 217 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 1383 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | Yes (true) | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 35 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 34 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (true) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (true) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (true) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (true) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | Yes (true) | LocalChaptersInd |
| Policies Reference Chapters | Yes (true) | PoliciesReferenceChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | Yes (true) | InvestmentInJointVentureInd |
| Written Policy Or Procedure | Yes (true) | WrittenPolicyOrProcedureInd |
| States Where Copy Of Return Is Fld | IL | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BRAD LUBRANT | PersonNm |
| Phone | 3122976369 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 225 NORTH MICHIGAN AVENUE | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60601 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (78 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|---|
| KIM KECK | |||||||||
| PRESIDENT AND CEO | 40.0 | 0.0 | Yes (X) | Yes (X) | $3,939,088 | $0 | $47,151 | ||
| MAUREEN E SULLIVAN | |||||||||
| SENIOR VICE PRESIDENT | 40.0 | 0.0 | Yes (X) | $2,967,729 | $0 | $21,867 | |||
| JENNIFER VACHON | |||||||||
| EXECUTIVE VICE PRESIDENT | 40.0 | 0.0 | Yes (X) | $2,826,960 | $0 | $54,417 | |||
| JUSTINE HANDELMAN | |||||||||
| SENIOR VICE PRESIDENT | 40.0 | 0.0 | Yes (X) | $1,386,156 | $0 | $20,037 | |||
| SEAN ROBBINS | |||||||||
| EXECUTIVE VICE PRESIDENT | 40.0 | 0.0 | Yes (X) | $1,107,540 | $0 | $52,807 | |||
| KARI J HEDGES | |||||||||
| SENIOR VICE PRESIDENT | 40.0 | 0.0 | Yes (X) | $1,030,559 | $0 | $51,066 | |||
| ADAM L MYERS | |||||||||
| SENIOR VP & CCTO | 40.0 | 0.0 | Yes (X) | $954,616 | $0 | $51,228 | |||
| WILLIAM A BRESKIN | |||||||||
| SENIOR VICE PRESIDENT | 40.0 | 0.0 | Yes (X) | $969,351 | $0 | $32,480 | |||
| CHRISTOPHER LUGO | |||||||||
| VP & CHIEF INFO SEC OFFICER | 40.0 | 0.0 | Yes (X) | $927,915 | $0 | $56,517 | |||
| WILLIAM S NEHS | |||||||||
| SENIOR VICE PRESIDENT | 40.0 | 0.0 | Yes (X) | $895,628 | $0 | $46,528 | |||
| LACHLAN TIDMARSH | |||||||||
| SENIOR VICE PRESIDENT | 40.0 | 0.0 | Yes (X) | $742,458 | $0 | $52,520 | |||
| JOHN BANTA | |||||||||
| VP INVESTMENTS & NEBA | 40.0 | 0.0 | Yes (X) | $677,813 | $0 | $47,130 | |||
| CHRISTINA FISHER | |||||||||
| EXECUTIVE VICE PRESIDENT | 40.0 | 0.0 | Yes (X) | $653,004 | $0 | $43,335 | |||
| KRIS O HALTMEYER | |||||||||
| VICE PRESIDENT | 40.0 | 0.0 | Yes (X) | $644,069 | $0 | $39,600 | |||
| MARK TALLUTO | |||||||||
| VICE PRESIDENT | 40.0 | 0.0 | Yes (X) | $618,756 | $0 | $39,317 | |||
| KELLY WILLIAMS | |||||||||
| VICE PRESIDENT | 40.0 | 0.0 | Yes (X) | $619,895 | $0 | $27,492 | |||
| RICH CULLEN | |||||||||
| VICE PRESIDENT | 40.0 | 0.0 | Yes (X) | $585,118 | $0 | $50,985 | |||
| JEFFREY BERTA | |||||||||
| VICE PRESIDENT | 40.0 | 0.0 | Yes (X) | $574,608 | $0 | $37,919 | |||
| TERRY COONEY | |||||||||
| VICE PRESIDENT | 40.0 | 0.0 | $602,415 | $0 | $1,876 | Yes (X) | |||
| DAVID YODER | |||||||||
| SVP FEDERAL EMPLOYEE PROGRAM | 40.0 | 0.0 | Yes (X) | $503,022 | $0 | $52,143 | |||
| JULIE KOEWLER | |||||||||
| VICE PRESIDENT | 40.0 | 0.0 | Yes (X) | $494,605 | $0 | $51,910 | |||
| MELISSA ROTUNNO | |||||||||
| VICE PRESIDENT | 40.0 | 0.0 | Yes (X) | $499,408 | $0 | $32,735 | |||
| ROBERT J KOLODGY JR | |||||||||
| EXECUTIVE VICE PRESIDENT | 40.0 | 0.0 | $512,165 | $0 | $0 | Yes (X) | |||
| JOHN JOYCE JR | |||||||||
| VICE PRESIDENT | 40.0 | 0.0 | Yes (X) | $476,336 | $0 | $30,314 | |||
| BRAD LUBRANT | |||||||||
| VICE PRESIDENT | 40.0 | 0.0 | Yes (X) | $451,471 | $0 | $51,853 | |||
| REED MELTON | |||||||||
| VICE PRESIDENT | 40.0 | 0.0 | Yes (X) | $467,965 | $0 | $27,361 | |||
| KATIE W MCBREEN | |||||||||
| VICE PRESIDENT | 40.0 | 0.0 | Yes (X) | $404,661 | $0 | $55,861 | |||
| ERIC WILKERSON | |||||||||
| SVP POLICY AND ADVOCACY | 40.0 | 0.0 | Yes (X) | $430,050 | $0 | $27,701 | |||
| DENISE SCHOFIELD | |||||||||
| EXECUTIVE DIRECTOR | 40.0 | 0.0 | $406,365 | $0 | $11,066 | Yes (X) | |||
| JAMES BARKACH | |||||||||
| EXECUTIVE DIRECTOR | 40.0 | 0.0 | $376,509 | $0 | $40,408 | Yes (X) | |||
| ERIN BARNEY | |||||||||
| VICE PRESIDENT | 40.0 | 0.0 | Yes (X) | $362,342 | $0 | $39,087 | |||
| LYNN MERRITT | |||||||||
| SVP AND CHIEF HR OFFICER | 40.0 | 0.0 | Yes (X) | $371,466 | $0 | $13,279 | |||
| NAOMI ARONSON | |||||||||
| EXECUTIVE DIRECTOR | 40.0 | 0.0 | $350,140 | $0 | $30,526 | Yes (X) | |||
| REBECCA M D'AMICO | |||||||||
| VICE PRESIDENT | 40.0 | 0.0 | Yes (X) | $355,854 | $0 | $20,579 | |||
| JILL S KLEIN | |||||||||
| EXECUTIVE DIRECTOR | 40.0 | 0.0 | $342,670 | $0 | $29,157 | Yes (X) | |||
| ANSHUMAN CHOUDHRI | |||||||||
| VICE PRESIDENT | 40.0 | 0.0 | Yes (X) | $340,554 | $0 | $21,925 | |||
| PATRICIA TAYLOR | |||||||||
| EXECUTIVE DIRECTOR | 40.0 | 0.0 | $340,041 | $0 | $14,385 | Yes (X) | |||
| KEYSHA BROOKS-COLEY | |||||||||
| VICE PRESIDENT | 40.0 | 0.0 | Yes (X) | $291,184 | $0 | $15,131 | |||
| ANURAG VOLETI | |||||||||
| VICE PRESIDENT | 40.0 | 0.0 | Yes (X) | $217,236 | $0 | $16,416 | |||
| JUDY VOSS | |||||||||
| VICE PRESIDENT | 40.0 | 0.0 | $230,979 | $0 | $0 | Yes (X) | |||
| SCOTT P SEROTA | |||||||||
| FORMER PRESIDENT & CEO | 40.0 | 0.0 | $184,611 | $0 | $0 | Yes (X) | |||
| DAVID MERRITT | |||||||||
| SVP POLICY AND ADVOCACY | 40.0 | 0.0 | Yes (X) | $179,401 | $0 | $245 | |||
| MATTHEW D ALL | |||||||||
| BOARD MEMBER | 4.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| CURTIS BARNETT | |||||||||
| BOARD MEMBER | 4.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| GAIL K BOUDREAUX | |||||||||
| BOARD MEMBER | 4.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| DAN CONRAD | |||||||||
| BOARD MEMBER | 4.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| GREGORY E DEAVENS | |||||||||
| BOARD MEMBER | 4.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| ANDREW DREYFUS | |||||||||
| BOARD MEMBER | 4.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| DANA ERICKSON | |||||||||
| BOARD MEMBER | 4.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| ROBERTO GARCIA-RODRIGUEZ | |||||||||
| BOARD MEMBER | 4.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| DON C GEORGE | |||||||||
| BOARD MEMBER | 4.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| PATRICK J GERAGHTY | |||||||||
| BOARD MEMBER | 4.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| DIANE GORE | |||||||||
| BOARD MEMBER | 4.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| STEVEN H GRANDFIELD | |||||||||
| BOARD MEMBER | 4.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| CORY HARRIS | |||||||||
| BOARD MEMBER | 4.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| J D HICKEY | |||||||||
| BOARD MEMBER | 4.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| DAVID HOLMBERG | |||||||||
| BOARD MEMBER | 4.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| PAM KEHALY | |||||||||
| BOARD MEMBER | 4.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| DANIEL J LOEPP | |||||||||
| BOARD MEMBER | 4.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| CHARLENE MAHER | |||||||||
| BOARD MEMBER | 4.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| PAUL MARKOVICH | |||||||||
| BOARD MEMBER | 4.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| MICHAEL MIZEUR | |||||||||
| BOARD MEMBER | 4.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| MARK MUGIISHI | |||||||||
| BOARD MEMBER | 4.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| DAVID S PANKAU | |||||||||
| BOARD MEMBER | 4.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| BRIAN PIENINCK | |||||||||
| BOARD MEMBER | 4.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| M CAROL PIGOTT | |||||||||
| BOARD MEMBER | 4.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| JIM REED | |||||||||
| BOARD MEMBER | 4.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| JEFFREY ROE | |||||||||
| BOARD MEMBER | 4.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| MARK H RUSZCZYK | |||||||||
| BOARD MEMBER | 4.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| TODD A SHAMASH | |||||||||
| BOARD MEMBER | 4.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| JARED L SHORT | |||||||||
| BOARD MEMBER | 4.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| MAURICE SMITH | |||||||||
| BOARD MEMBER | 4.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| TUNDE SOTUNDE | |||||||||
| BOARD MEMBER | 4.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| GARY D ST HILAIRE | |||||||||
| BOARD MEMBER | 4.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| ERIN STUCKY | |||||||||
| BOARD MEMBER | 4.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| STEVEN UDVARHELYI | |||||||||
| BOARD MEMBER | 4.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| TIM VINES | |||||||||
| BOARD MEMBER | 4.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| MARTHA L WOFFORD | |||||||||
| BOARD MEMBER | 4.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $25,660,685 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $993,227 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 930 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (true) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| UST GLOBAL INC | |||||
| 5 POLARIS WAY ALISO | ALISO VIEJO | CA | 92656 | INFO TECHNOLOGY | $40,102,816 |
| CRAVATH SWAINE MOORE LLP | |||||
| WORLDWIDE PLAZA825 EIGHTH AVENUE | NEW YORK | NY | 100197475 | LEGAL SERVICES | $18,119,378 |
| INFOSYS PUBLIC SERVICES INC | |||||
| 800 KING FARM BLVD STE 505 | ROCKVILLE | MD | 20850 | BUSINESS CONSULTING | $17,551,838 |
| TECH MAHINDRA TECHNOLOGIES INC | |||||
| 1001 DURHAM AVE | SOUTH PLAINFIELD | NJ | 100197475 | INFO TECHNOLOGY | $11,954,917 |
| WORLDWIDE INSURANCE SERVICES LLC | |||||
| 100 MATSONFORD ROAD | RADNOR | PA | 19087 | INTERL MED INSURANCE | $9,074,438 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 156 | CntrctRcvdGreaterThan100KCnt |
| Total Contributions | $0 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt | ExclusionExclusionAmt |
|---|---|---|---|---|---|
| FEDERAL EMPLOYEE PROGRAM | 900099 | $279,383,587 | $279,383,587 | ||
| BLUECARD | 900099 | $212,078,053 | $212,078,053 | ||
| OTHER SERVICES | 900099 | $145,484,163 | $138,716,641 | $6,767,522 | $0 |
| FEE FOR SERVICES | 900099 | $70,413,065 | $70,413,065 | ||
| BLUESNET | 900099 | $20,573,295 | $20,573,295 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $21,286,465 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $21,286,465 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $749,218,628 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $5,276,895 | TotalRevenueColumnAmt |
| Exclusion | $5,276,895 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Personal | $0 | PersonalAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $2,649,797 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $0 | SecuritiesAmt |
| Other | $2,651,404 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $0 | SecuritiesAmt |
| Other | -$1,607 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$1,607 | TotalRevenueColumnAmt |
| Exclusion | -$1,607 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $0 | FundraisingGrossIncomeAmt |
| Fundraising Direct Expenses | $0 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gaming Gross Income | $0 | GamingGrossIncomeAmt |
| Gaming Direct Expenses | $0 | GamingDirectExpensesAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $0 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | K-1 INCOME | Desc |
| Total Revenue Column | $1,297,609 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $1,297,609 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $1,297,609 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $755,791,525 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $742,451,106 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $8,065,131 | UnrelatedBusinessRevenueAmt |
| Exclusion | $5,275,288 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $29,195,753 | TotalAmt |
| Program Services | $20,745,488 | ProgramServicesAmt |
| Management And General | $8,450,265 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $176,632,075 | TotalAmt |
| Program Services | $171,035,612 | ProgramServicesAmt |
| Management And General | $5,596,463 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,163,351 | TotalAmt |
| Program Services | $20,093,175 | ProgramServicesAmt |
| Management And General | -$8,929,824 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,911,317 | TotalAmt |
| Program Services | $21,958,509 | ProgramServicesAmt |
| Management And General | -$47,192 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,305,611 | TotalAmt |
| Program Services | $12,789,430 | ProgramServicesAmt |
| Management And General | $516,181 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $26,794,178 | TotalAmt |
| Program Services | $26,212,374 | ProgramServicesAmt |
| Management And General | $581,804 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,340,291 | TotalAmt |
| Program Services | $2,340,291 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,577,811 | TotalAmt |
| Program Services | $3,577,811 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $254,871,179 | TotalAmt |
| Program Services | $252,529,266 | ProgramServicesAmt |
| Management And General | $2,341,913 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,716,604 | TotalAmt |
| Program Services | $14,716,600 | ProgramServicesAmt |
| Management And General | $4 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,101,422 | TotalAmt |
| Program Services | $7,003,873 | ProgramServicesAmt |
| Management And General | $97,549 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $76,507,959 | TotalAmt |
| Program Services | $75,603,884 | ProgramServicesAmt |
| Management And General | $904,075 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,678,836 | TotalAmt |
| Program Services | $13,188,358 | ProgramServicesAmt |
| Management And General | $490,478 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,140,940 | TotalAmt |
| Program Services | $2,892,686 | ProgramServicesAmt |
| Management And General | $248,254 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,410,532 | TotalAmt |
| Program Services | $4,047,251 | ProgramServicesAmt |
| Management And General | $363,281 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,090,658 | TotalAmt |
| Program Services | $19,642,498 | ProgramServicesAmt |
| Management And General | $448,160 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,187,720 | TotalAmt |
| Program Services | $9,031,390 | ProgramServicesAmt |
| Management And General | $156,330 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| MEMBERSHIP & SPONSORSHIP | $2,545,756 | $2,446,196 | $99,560 | $0 |
| CONTRIBUTIONS - GENERAL | $3,980,261 | $3,954,761 | $25,500 | $0 |
| BOOKS & PERIODICALS | $848,877 | $805,294 | $43,583 | $0 |
| MISCELLANEOUS | $1,933,478 | $75,456 | $1,858,022 | $0 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $697,934,609 | TotalAmt |
| Program Services | $684,690,203 | ProgramServicesAmt |
| Management And General | $13,244,406 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,527,245 | BOYAmt |
| EOY | $1,672,849 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $478,671,250 | BOYAmt |
| EOY | $643,531,678 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $64,509,202 | BOYAmt |
| EOY | $64,221,228 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $26,626,551 | BOYAmt |
| EOY | $29,826,043 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $113,210,309 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $94,264,553 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,900,040 | BOYAmt |
| EOY | $18,945,756 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$34 | BOYAmt |
| EOY | $0 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $171,005,302 | BOYAmt |
| EOY | $170,339,939 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,977,416 | BOYAmt |
| EOY | $30,756,157 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $45,032,227 | BOYAmt |
| EOY | $68,539,343 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $823,249,199 | BOYAmt |
| EOY | $1,027,832,993 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $127,194,415 | BOYAmt |
| EOY | $136,129,684 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,462,235 | BOYAmt |
| EOY | $4,338,418 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $450,807,607 | BOYAmt |
| EOY | $589,188,537 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $130,115,679 | BOYAmt |
| EOY | $17,787,459 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $714,579,936 | BOYAmt |
| EOY | $747,444,098 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $108,669,263 | BOYAmt |
| EOY | $280,388,895 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $108,669,263 | BOYAmt |
| EOY | $280,388,895 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $823,249,199 | BOYAmt |
| EOY | $1,027,832,993 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $57,856,916 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$13,847,043 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $127,709,759 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Political Expenditures | $489,070 | PoliticalExpendituresAmt |
| Internal Funds Contributed | $200,000 | InternalFundsContributedAmt |
| Total Exempt Function Expend | $200,000 | TotalExemptFunctionExpendAmt |
| Form1120 POL Filed | Yes (true) | Form1120POLFiledInd |
Section527 Political Org Section527PoliticalOrgGrp (2 entries)
| Business Name Line2OrganizationBusinessName/BusinessNameLine2Txt | Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Paid Internal FundsPaidInternalFundsAmt |
|---|---|---|---|---|---|---|
| DEMOCRATIC GOVERNORS | ||||||
| ASSOCIATION | 1401 K STREET NW | WASHINGTON | DC | 20005 | 521304889 | $100,000 |
| REPUBLICAN GOVERNORS | ||||||
| ASSOC | 1747 PENNSYLVANIA AVE | WASHINGTON | DC | 20006 | 113655877 | $100,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grassroots Lobbying | TotalGrassrootsLobbyingGrp | |
| Total Direct Lobbying | TotalDirectLobbyingGrp | |
| Total Lobbying Expend | TotalLobbyingExpendGrp | |
| Other Exempt Purpose Expend | OtherExemptPurposeExpendGrp | |
| Total Exempt Purpose Expend | TotalExemptPurposeExpendGrp | |
| Lobbying Nontaxable Amount | LobbyingNontaxableAmountGrp | |
| Grassroots Nontaxable | GrassrootsNontaxableGrp | |
| Tot Lbbyng Grassroot Mns Non Tx | TotLbbyngGrassrootMnsNonTxGrp | |
| Tot Lbby Expend Mns Lbbyng Non Tx | TotLbbyExpendMnsLbbyngNonTxGrp | |
| Substantially All Dues Nonded | false | SubstantiallyAllDuesNondedInd |
| Only In House Lobbying | false | OnlyInHouseLobbyingInd |
| Agree Carryover Prior Year | false | AgreeCarryoverPriorYearInd |
| Dues Assessments | $102,000,000 | DuesAssessmentsAmt |
| Non Deductible Lbbyng Pltcl CY | $8,713,705 | NonDeductibleLbbyngPltclCYAmt |
| Non Deductible Lbbyng Pltcl Tot | $8,713,705 | NonDeductibleLbbyngPltclTotAmt |
| Aggregate Reported Dues Ntc | $8,713,705 | AggregateReportedDuesNtcAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE C, PART I-A, LINE 1 | FormAndLineReferenceDesc |
| Explanation | THE FILING ORGANIZATION MADE CONTRIBUTIONS FROM THE GENERAL TREASURY TO TWO SECTION 527 POLITICAL ORGANIZATIONS AND SPONSORED A SEPARATE FUND DESIGNATED FOR EXEMPT PURPOSES. | ExplanationTxt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amounts | ArtPublicExhibitionAmountsGrp | |
| Held Works Art | HeldWorksArtGrp | |
| Agent Trustee Etc | false | AgentTrusteeEtcInd |
| Incl Escrow Custodial Acct Liab | Yes (true) | InclEscrowCustodialAcctLiabInd |
| Explanation Provided | Yes (X) | ExplanationProvidedInd |
| CY Minus3 Yr Endwmt Fund | CYMinus3YrEndwmtFundGrp | |
| CY Minus4 Yr Endwmt Fund | CYMinus4YrEndwmtFundGrp | |
| Land | LandGrp | |
| Buildings | BuildingsGrp |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $30,735,596 | OtherCostOrOtherBasisAmt |
| Depreciation | $26,950,440 | DepreciationAmt |
| Book Value | $3,785,156 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $66,432,450 | OtherCostOrOtherBasisAmt |
| Depreciation | $51,815,884 | DepreciationAmt |
| Book Value | $14,616,566 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $16,052,263 | OtherCostOrOtherBasisAmt |
| Depreciation | $15,498,229 | DepreciationAmt |
| Book Value | $544,034 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $18,945,756 | TotalBookValueLandBuildingsAmt |
| Financial Derivatives | FinancialDerivativesGrp | |
| Closely Held Equity Interests | CloselyHeldEquityInterestsGrp |
Other Securities OtherSecuritiesGrp (5 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| NON-PUBLIC MUTUAL FUNDS | $28,094,796 | C |
| WELLS FARGO MUTUAL FUNDS | $9,829,597 | F |
| EXCHANGE TRADED FUNDS | $119,164,832 | C |
| INVEST. IN AFFILIATES >5% | $13,039,714 | C |
| 206,839 COMMON, BCS INSR. CORP | $211,000 | C |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $170,339,939 | TotalBookValueSecuritiesAmt |
Other Assets Org OtherAssetsOrgGrp (4 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| POST RETIREMENT ASSETS | $40,825,721 |
| LT PREPAID EXPENSE | $2,514,702 |
| INVESTMENT - BCBSI | $13,344,165 |
| OTHER ASSETS | $11,854,755 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $68,539,343 | TotalBookValueOtherAssetsAmt |
| Federal Income Tax Liability | $0 | FederalIncomeTaxLiabilityAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (4 entries)
| DescDesc | AmtAmt |
|---|---|
| PENSION LIABILITES | $0 |
| LONG-TERM DEFERRED REVENUE | $0 |
| LEASE LIABILITY | $13,242,585 |
| OTHER BENEFITS | $4,544,874 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $17,787,459 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, SCHEDULE D, PART IV, LINE 2B | ESCROW & CUSTODIAL ARRANGEMENTS THE ASSOCIATION HOLDS FUNDS AS AGENT FOR ITS MEMBER PLANS UNDER ARRANGEMENTS COVERING ITS BLUE CARD AND FEDERAL EMPLOYEE PROGRAM. |
| FORM 990, SCHEDULE D, PART X, LINE 2 | FIN 48 (ASC 740) FOOTNOTE THE ASSOCIATION RECORDS UNCERTAIN TAX POSITIONS IN ACCORDANCE WITH FASB ASC 740 INCOME TAXES ON THE BASIS OF A TWO-STEP PROCESS IN WHICH (1) IT DETERMINES WHETHER IT IS MORE LIKELY THAN NOT THAT THE TAX POSITIONS WILL BE SUSTAINED ON THE BASIS OF THE TECHNICAL MERITS OF THE POSITION AND (2) FOR THOSE TAX POSITIONS THAT MEET THE MORE-LIKELY-THAN-NOT RECOGNITION THRESHOLD, IT RECOGNIZES THE LARGEST AMOUNT OF TAX BENEFIT THAT IS MORE THAN 50 PERCENT LIKELY TO BE REALIZED UPON ULTIMATE SETTLEMENT WITH THE RELATED TAX AUTHORITY. THE ASSOCIATION DOES NOT BELIEVE THERE ARE ANY UNCERTAIN TAX POSITIONS THAT SHOULD BE RECORDED WITHIN THE CONSOLIDATED FINANCIAL STATEMENTS AS OF DECEMBER 31, 2022 OR 2021. NO INTEREST OR PENALTIES WERE RECORDED OR INCLUDED WITHIN THE CONSOLIDATED STATEMENTS OF ACTIVITIES FOR THE YEARS ENDED DECEMBER 31, 2022 OR 2021. AS OF DECEMBER 31, 2022, THE ASSOCIATION IS OPEN TO EXAMINATION BY TAXING AUTHORITIES FOR TAX YEARS 2019 AND FORWARD. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| First Class Or Charter Travel | Yes (X) | FirstClassOrCharterTravelInd |
| Idemnification Gross Up Pmts | Yes (X) | IdemnificationGrossUpPmtsInd |
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Written Policy Ref T And E Expnss | Yes (true) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (true) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | Yes (true) | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (true) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (true) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (42 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| SCOTT P SEROTA | ||||||||||||||
| FORMER PRESIDENT & CEO | $0 | $0 | $0 | $0 | $184,611 | $0 | $0 | $0 | $0 | $0 | $184,611 | $0 | $0 | $0 |
| KIM KECK | ||||||||||||||
| PRESIDENT AND CEO | $1,427,320 | $0 | $2,493,900 | $0 | $17,868 | $0 | $10,879 | $0 | $36,272 | $0 | $3,986,239 | $0 | $0 | $0 |
| JENNIFER VACHON | ||||||||||||||
| EXECUTIVE VICE PRESIDENT | $685,317 | $0 | $657,900 | $0 | $1,483,743 | $0 | $15,250 | $0 | $39,167 | $0 | $2,881,377 | $0 | $0 | $0 |
| ROBERT J KOLODGY JR | ||||||||||||||
| EXECUTIVE VICE PRESIDENT | $0 | $0 | $450,600 | $0 | $61,565 | $0 | $0 | $0 | $0 | $0 | $512,165 | $0 | $0 | $0 |
| JUSTINE HANDELMAN | ||||||||||||||
| SENIOR VICE PRESIDENT | $262,331 | $0 | $253,300 | $0 | $870,525 | $0 | $11,237 | $0 | $8,800 | $0 | $1,406,193 | $0 | $0 | $0 |
| KARI J HEDGES | ||||||||||||||
| SENIOR VICE PRESIDENT | $454,929 | $0 | $319,100 | $0 | $256,530 | $0 | $15,250 | $0 | $35,816 | $0 | $1,081,625 | $0 | $0 | $0 |
| WILLIAM A BRESKIN | ||||||||||||||
| SENIOR VICE PRESIDENT | $405,973 | $0 | $249,500 | $0 | $313,878 | $0 | $13,147 | $0 | $19,333 | $0 | $1,001,831 | $0 | $0 | $0 |
| MAUREEN E SULLIVAN | ||||||||||||||
| SENIOR VICE PRESIDENT | $175,926 | $0 | $304,200 | $0 | $2,487,603 | $0 | $15,250 | $0 | $6,617 | $0 | $2,989,596 | $0 | $0 | $0 |
| WILLIAM S NEHS | ||||||||||||||
| SENIOR VICE PRESIDENT | $541,654 | $0 | $349,300 | $0 | $4,674 | $0 | $15,250 | $0 | $31,278 | $0 | $942,156 | $0 | $0 | $0 |
| LACHLAN TIDMARSH | ||||||||||||||
| SENIOR VICE PRESIDENT | $436,240 | $0 | $304,000 | $0 | $2,218 | $0 | $15,250 | $0 | $37,270 | $0 | $794,978 | $0 | $0 | $0 |
| TERRY COONEY | ||||||||||||||
| VICE PRESIDENT | $37,519 | $0 | $104,000 | $0 | $460,896 | $0 | $1,876 | $0 | $0 | $0 | $604,291 | $0 | $0 | $0 |
| KRIS O HALTMEYER | ||||||||||||||
| VICE PRESIDENT | $354,360 | $0 | $148,100 | $0 | $141,609 | $0 | $15,250 | $0 | $24,350 | $0 | $683,669 | $0 | $0 | $0 |
| KELLY WILLIAMS | ||||||||||||||
| VICE PRESIDENT | $323,243 | $0 | $296,100 | $0 | $552 | $0 | $12,114 | $0 | $15,378 | $0 | $647,387 | $0 | $0 | $0 |
| MARK TALLUTO | ||||||||||||||
| VICE PRESIDENT | $365,484 | $0 | $246,600 | $0 | $6,672 | $0 | $10,296 | $0 | $29,021 | $0 | $658,073 | $0 | $0 | $0 |
| JULIE KOEWLER | ||||||||||||||
| VICE PRESIDENT | $236,965 | $0 | $256,000 | $0 | $1,640 | $0 | $15,250 | $0 | $36,660 | $0 | $546,515 | $0 | $0 | $0 |
| DAVID YODER | ||||||||||||||
| SVP FEDERAL EMPLOYEE PROGRAM | $380,258 | $0 | $117,800 | $0 | $4,964 | $0 | $14,806 | $0 | $37,337 | $0 | $555,165 | $0 | $0 | $0 |
| RICH CULLEN | ||||||||||||||
| VICE PRESIDENT | $283,169 | $0 | $182,900 | $0 | $119,049 | $0 | $14,833 | $0 | $36,152 | $0 | $636,103 | $0 | $0 | $0 |
| REED MELTON | ||||||||||||||
| VICE PRESIDENT | $281,777 | $0 | $93,000 | $0 | $93,188 | $0 | $15,250 | $0 | $12,111 | $0 | $495,326 | $0 | $0 | $0 |
| MELISSA ROTUNNO | ||||||||||||||
| VICE PRESIDENT | $282,201 | $0 | $143,000 | $0 | $74,207 | $0 | $10,473 | $0 | $22,262 | $0 | $532,143 | $0 | $0 | $0 |
| BRAD LUBRANT | ||||||||||||||
| VICE PRESIDENT | $264,606 | $0 | $96,100 | $0 | $90,765 | $0 | $13,680 | $0 | $38,173 | $0 | $503,324 | $0 | $0 | $0 |
| JOHN BANTA | ||||||||||||||
| VP INVESTMENTS & NEBA | $333,217 | $0 | $325,000 | $0 | $19,596 | $0 | $9,972 | $0 | $37,158 | $0 | $724,943 | $0 | $0 | $0 |
| DENISE SCHOFIELD | ||||||||||||||
| EXECUTIVE DIRECTOR | $271,236 | $0 | $65,700 | $0 | $69,429 | $0 | $10,525 | $0 | $541 | $0 | $417,431 | $0 | $0 | $0 |
| JAMES BARKACH | ||||||||||||||
| EXECUTIVE DIRECTOR | $264,490 | $0 | $64,900 | $0 | $47,119 | $0 | $15,250 | $0 | $25,158 | $0 | $416,917 | $0 | $0 | $0 |
| JEFFREY BERTA | ||||||||||||||
| VICE PRESIDENT | $305,428 | $0 | $178,200 | $0 | $90,980 | $0 | $8,134 | $0 | $29,785 | $0 | $612,527 | $0 | $0 | $0 |
| NAOMI ARONSON | ||||||||||||||
| EXECUTIVE DIRECTOR | $241,115 | $0 | $52,200 | $0 | $56,825 | $0 | $13,761 | $0 | $16,765 | $0 | $380,666 | $0 | $0 | $0 |
| REBECCA M D'AMICO | ||||||||||||||
| VICE PRESIDENT | $285,655 | $0 | $70,000 | $0 | $199 | $0 | $15,250 | $0 | $5,329 | $0 | $376,433 | $0 | $0 | $0 |
| ANSHUMAN CHOUDHRI | ||||||||||||||
| VICE PRESIDENT | $266,550 | $0 | $72,500 | $0 | $1,504 | $0 | $9,207 | $0 | $12,718 | $0 | $362,479 | $0 | $0 | $0 |
| ADAM L MYERS | ||||||||||||||
| SENIOR VP & CCTO | $593,329 | $0 | $295,000 | $0 | $66,287 | $0 | $15,250 | $0 | $35,978 | $0 | $1,005,844 | $0 | $0 | $0 |
| CHRISTINA FISHER | ||||||||||||||
| EXECUTIVE VICE PRESIDENT | $549,796 | $0 | $100,000 | $0 | $3,208 | $0 | $15,250 | $0 | $28,085 | $0 | $696,339 | $0 | $0 | $0 |
| KATIE W MCBREEN | ||||||||||||||
| VICE PRESIDENT | $300,821 | $0 | $103,600 | $0 | $240 | $0 | $15,250 | $0 | $40,611 | $0 | $460,522 | $0 | $0 | $0 |
| JILL S KLEIN | ||||||||||||||
| EXECUTIVE DIRECTOR | $252,907 | $0 | $57,800 | $0 | $31,963 | $0 | $15,250 | $0 | $13,907 | $0 | $371,827 | $0 | $0 | $0 |
| KEYSHA BROOKS-COLEY | ||||||||||||||
| VICE PRESIDENT | $265,924 | $0 | $24,900 | $0 | $360 | $0 | $8,897 | $0 | $6,234 | $0 | $306,315 | $0 | $0 | $0 |
| SEAN ROBBINS | ||||||||||||||
| EXECUTIVE VICE PRESIDENT | $621,544 | $0 | $483,100 | $0 | $2,896 | $0 | $14,478 | $0 | $38,329 | $0 | $1,160,347 | $0 | $0 | $0 |
| JODY VOSS | ||||||||||||||
| VICE PRESIDENT | $0 | $0 | $0 | $0 | $230,979 | $0 | $0 | $0 | $0 | $0 | $230,979 | $0 | $0 | $0 |
| PATRICIA TAYLOR | ||||||||||||||
| EXECUTIVE DIRECTOR | $253,297 | $0 | $61,300 | $0 | $25,444 | $0 | $13,137 | $0 | $1,248 | $0 | $354,426 | $0 | $0 | $0 |
| CHRISTOPHER LUGO | ||||||||||||||
| VP & CHIEF INFO SEC OFFICER | $377,533 | $0 | $550,000 | $0 | $382 | $0 | $15,250 | $0 | $41,267 | $0 | $984,432 | $0 | $0 | $0 |
| LYNN MERRITT | ||||||||||||||
| SVP AND CHIEF HR OFFICER | $271,364 | $0 | $100,000 | $0 | $102 | $0 | $12,722 | $0 | $557 | $0 | $384,745 | $0 | $0 | $0 |
| ANURAG VOLETI | ||||||||||||||
| VICE PRESIDENT | $142,084 | $0 | $75,000 | $0 | $152 | $0 | $6,367 | $0 | $10,049 | $0 | $233,652 | $0 | $0 | $0 |
| ERIN BARNEY | ||||||||||||||
| VICE PRESIDENT | $236,143 | $0 | $125,000 | $0 | $1,199 | $0 | $13,876 | $0 | $25,211 | $0 | $401,429 | $0 | $0 | $0 |
| DAVID MERRITT | ||||||||||||||
| SVP POLICY AND ADVOCACY | $79,401 | $0 | $100,000 | $0 | $0 | $0 | $0 | $0 | $245 | $0 | $179,646 | $0 | $0 | $0 |
| ERIC WILKERSON | ||||||||||||||
| VICE PRESIDENT | $324,098 | $0 | $105,400 | $0 | $552 | $0 | $12,872 | $0 | $14,829 | $0 | $457,751 | $0 | $0 | $0 |
| JOHN JOYCE JR | ||||||||||||||
| VICE PRESIDENT | $295,116 | $0 | $90,000 | $0 | $91,220 | $0 | $9,221 | $0 | $21,093 | $0 | $506,650 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, SCHEDULE J, PART I, LINE 1A | AS AN ORGANIZATION SERVING A SYSTEM OF LOCALLY BASED INDEPENDENT PLANS OFFERING HEALTH INSURANCE IN ALL 50 STATES, DC AND PUERTO RICO, THE ASSOCIATION'S OFFICERS ARE EXPECTED TO MAINTAIN AN UNUSUALLY DEMANDING TRAVEL SCHEDULE. A COMMITTEE OF THE ASSOCIATION'S BOARD COMPRISED OF INDEPENDENT PLAN EXECUTIVES HAS ESTABLISHED CEO TRAVEL POLICIES DESIGNED TO ASSURE THE ORGANIZATION IS ABLE TO MEET THE CEO'S TRAVEL COMMITMENTS, INCLUDING TRAVEL TO UNDERSERVED REGIONAL DESTINATIONS. THESE POLICIES INCLUDE THE USE OF CHARTER AIRCRAFT AND FIRST CLASS TRAVEL ON SCHEDULED COMMERCIAL FLIGHTS UNDER CERTAIN LIMITED CIRCUMSTANCES. THE ASSOCIATION HAS DESIGNED A COMPREHENSIVE FINANCIAL AND SERVICE-RELOCATION PROGRAM TO ASSIST RELOCATING EMPLOYEES AND NEW HIRES WITH THE RELOCATION PROCESS. THE ASSOCIATION MAY PROVIDE A TAX GROSS UP ON ALL OR PART OF A RELOCATING EMPLOYEE'S TAXABLE RELOCATION EXPENSES IN ORDER TO ASSIST THE RELOCATING EMPLOYEE OR NEW HIRE FOR NEGATIVE TAX CONSEQUENCES DUE TO TAXATION OF RELOCATION EXPENSE REIMBURSEMENTS. THE EXPENSES ARE REIMBURSED AND INCLUDED IN TAXABLE COMPENSATION, IF APPLICABLE, IN ACCORDANCE WITH THE ASSOCIATION'S POLICY. TO FACILITATE BUSINESS MEETINGS WITH VISITING PLAN OFFICIALS AND OTHERS, AND TO FOSTER SOCIAL INTERACTION SERVING THE INTERESTS OF THE ASSOCIATION AND TO FOSTER THEIR GOOD HEALTH, THE ASSOCIATION REIMBURSES A LUNCHEON CLUB MEMBERSHIP FOR OFFICERS. THE EXPENSES ARE REIMBURSED AND INCLUDED IN TAXABLE COMPENSATION, IF APPLICABLE, IN ACCORDANCE WITH THE ASSOCIATION'S POLICY. |
| FORM 990, SCHEDULE J, PART I, LINE 3 | THE COMPENSATION OF THE CEO AND THE CONTINUED RETENTION OF THAT PROFESSIONAL'S SERVICES ARE APPROVED EACH YEAR BY A COMMITTEE OF THE ASSOCIATION'S BOARD COMPRISED OF INDEPENDENT PLAN EXECUTIVES. THAT COMMITTEE ACTS AFTER DELIBERATIONS BASED UPON ADVICE FROM A QUALIFIED INDEPENDENT COMPENSATION CONSULTING FIRM. THE CONSULTANT'S ADVICE AND THOSE DELIBERATIONS INCLUDE A REVIEW OF THE RESULTS OF THE INDEPENDENT CONSULTANT'S RESEARCH REGARDING COMPENSATION PAID BY OTHER ORGANIZATIONS FOR OFFICERS SERVING IN CAPACITIES COMPARABLE TO THAT OF THE ASSOCIATION'S CEO.EACH YEAR THIS COMMITTEE'S DECISIONS ARE REPORTED TO THE FULL BOARD DURING A REGULARLY SCHEDULED MEETING. THE BOARD DELIBERATES ON BOTH MATTERS.EXTENSION OF THE PERIOD OF THE CEO'S SERVICE REQUIRES ACTION BY THE FULL BOARD. THE COMPENSATION DETERMINATIONS OF THE COMMITTEE STAND APPROVED UNLESS THE BOARD EXERCISES ITS INHERENT PREROGATIVE TO MODIFY THE COMMITTEE'S COMPENSATION DECISIONS. THE SAME COMMITTEE OF INDEPENDENT PLAN EXECUTIVES ANNUALLY RECEIVES THE CEO'S RECOMMENDATIONS REGARDING THE COMPENSATION TO BE PAID TO THE OFFICERS. AS WITH THE CEO'S COMPENSATION, THE DELIBERATIONS OF THIS COMMITTEE AND ITS DECISIONS TO APPROVE OR MODIFY. THE CEO'S COMPENSATION ARE BASED UPON THE RESULTS OF AN INDEPENDENT CONSULTANT'S MARKET RESEARCH REGARDING COMPARABLE OFFICER PAY AND THE INDEPENDENT CONSULTANT'S ADVICE. |
| FORM 990, SCHEDULE J, PART I, LINE 4A | TWO OFFICERS RECEIVED SEVERANCE PAY DURING 2022: MAUREEN SULLIVAN - 617,228 JUSTINE HANDELMAN - 577,240 |
| FORM 990, SCHEDULE J, PART I, LINE 4B | AS REQUIRED BY THE INSTRUCTIONS TO FORM 990, SCHEDULE J, PART II, A HYPOTHETICAL SERP ACCRUAL OF ADDITIONAL VESTED BENEFITS WAS CALCULATED FOR EACH REPORTABLE PERSON WHO WAS ELIGIBLE TO PARTICIPATE IN THAT PROGRAM. THE ACCRUAL AMOUNTS WERE DETERMINED USING THE ASSOCIATION'S BEST ESTIMATE OF THE ACTUARIAL VALUE OF THE ADDITIONAL VESTED BENEFITS. ADDITIONAL VESTED BENEFITS UNDER THE SERP ARE TAXED AND INCLUDED IN FORM W-2 BASED ON INCOME TAX REGULATIONS, WHICH DIFFER FROM THE INSTRUCTIONS TO SCHEDULE J. BECAUSE THE INSTRUCTIONS TO SCHEDULE J SPECIFY THAT AMOUNTS REPORTED IN COLUMNS B(I) THROUGH B(III), I.E.,AMOUNTS REPORTED ON FORM W-2, SHOULD NOT BE REPORTED AGAIN IN COLUMN C OR D, THE AMOUNT OF IMPUTED SERP INCOME REPORTED IN FORM W-2 AND COLUMN B(III) WAS SUBTRACTED IN EACH CASE FROM THE HYPOTHETICAL SERP ACCRUAL OF ADDITIONAL VESTED BENEFITS. THE BALANCE OF THE HYPOTHETICAL ACCRUAL WAS INCLUDED IN COLUMN C FOR THE APPLICABLE REPORTABLE PERSONS. IN MARCH OF 2021, THE ASSOCIATION AMENDED THE SERP TO FREEZE BENEFIT ACCRUALS FOR ALL PARTICIPANTS AS OF DECEMBER 31, 2021. CURRENTLY, PARTICIPANTS ENTITLED TO RECEIVE SERP DISTRIBUTIONS WILL BE TAXED ON THEIR REMAINING IMPUTED INCOME THAT HAS NOT BEEN TAX PREVIOUSLY. |
| FORM 990, SCHEDULE J, PART I, LINE 7 | THE ASSOCIATION MAINTAINS AN ASSOCIATION WIDE ANNUAL PERFORMANCE BONUS PROGRAM THAT ASSURES A PORTION OF EMPLOYEE'S ANNUAL COMPENSATION IS CONTINGENT UPON THE ATTAINMENT OF PRE-APPROVED ORGANIZATIONAL PERFORMANCE GOALS, AS WEIGHTED BY THE PERFORMANCE MEASUREMENT PROCESS THAT EVALUATES EACH INDIVIDUAL EMPLOYEES'S EFFORTS. OFFICERS, LIKE ALL EMPLOYEES, ARE ELIGIBLE TO PARTICIPATE IN THIS PROGRAM. THE PERFORMANCE GOALS AND THE BUDGET FOR THIS BONUS PROGRAM ARE APPROVED EACH YEAR BY THE ASSOCIATION'S BOARD BASED UPON RECOMMENDATIONS FROM A BOARD COMMITTEE CONSISTING OF INDEPENDENT PLAN EXECUTIVES. MOREOVER, THE PERFORMANCE ASSESSMENT JUDGMENTS AND THE APPROVAL OF ACTUAL PAYOUTS REQUIRE APPROVAL BY THAT COMMITTEE. THE CEO AND AN EXECUTIVE DIRECTOR PARTICIPATE IN SEPARATE LONG TERM INCENTIVE BONUS PROGRAMS. AS WITH THE REGULAR PERFORMANCE BONUS PROGRAMS, PAYOUTS UNDER THESE LONG TERM INCENTIVE PROGRAMS REFLECT THE EXTENT TO WHICH PRE-ESTABLISHED PERFORMANCE GOALS ARE REACHED. HOWEVER, UNLIKE THE ANNUAL PERFORMANCE BONUS PROGRAM, THE LONG TERM INCENTIVE PROGRAMS OPERATE ON A MULTI-YEAR CYCLE TO ASSURE THAT THE CEO AND AN EXECUTIVE DIRECTOR HAVE INCENTIVES THAT LOOK BEYOND THE IMMEDIATE YEAR. UNDER THE CEO'S PROGRAM, THE PERFORMANCE MEASUREMENTS AND THE ASSESSMENT OF THE ACHIEVEMENT OF THOSE GOALS AND THE RESULTING PAYOUT AMOUNTS ARE ALL APPROVED BY THE SAME BOARD COMMITTEE DESCRIBED ABOVE AND REPORTED TO THE FULL BOARD. THE COMMITTEE'S DELIBERATIONS REGARDING THE ESTABLISHMENT OF THE PROGRAM, THE SELECTION OF THE PERFORMANCE FACTORS AND ASSESSMENT OF PERFORMANCE ALL INCLUDE CONSULTATION AND RECOMMENDATION FROM A QUALIFIED INDEPENDENT COMPENSATION CONSULTANT BASED UPON A MARKET STUDY OF COMPARABLE PROGRAMS FOR COMPARABLE EXECUTIVES. UNDER THE EXECUTIVE DIRECTOR'S PROGRAM, THE PERFORMANCE MEASUREMENT IS BASED ON THE PERFORMANCE OF SPECIFIED INVESTMENTS. |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp
Name Of Interested NameOfInterested
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | N PARKER | PersonNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship Description | OFFICER'S FAMILY MEMBER | RelationshipDescriptionTxt |
| Transaction | $162,488 | TransactionAmt |
| Transaction | EMPLOYEE SALARY | TransactionDesc |
| Sharing Of Revenues | false | SharingOfRevenuesInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (20 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART I, LINE 1 | THE ORGANIZATION'S TAX-EXEMPT PURPOSE IS PROMOTING THROUGH INDEPENDENT BLUE CROSS AND BLUE SHIELD MEMBER PLANS, THE COMMON GOOD AND GENERAL WELFARE OF THE COMMUNITY BY FOSTERING BROAD-BASED HEALTH INSURANCE COVERAGE. |
| FORM 990, PART III, LINE 1 | THE ASSOCIATION SERVES ITS MEMBERSHIP CONSISTING OF INDEPENDENT BLUE CROSS AND BLUE SHIELD MEMBER PLANS THAT OPERATE WITHIN SPECIFIC GEOGRAPHIC SERVICE AREAS. THE ASSOCIATION PROVIDES A VARIETY OF SERVICES TO MEMBER PLANS AND COORDINATES GOVERNMENT SERVICES, SUCH AS THE CONTRACT UNDER THE FEDERAL EMPLOYEE HEALTH BENEFIT PROGRAM (FEP), WHICH IS THE CORE OF THE ORGANIZATION'S EXEMPT PURPOSE OF PROMOTING THE COMMON GOOD AND GENERAL WELFARE OF THE COMMUNITY BY FOSTERING BROAD-BASED HEALTH INSURANCE COVERAGE. |
| FORM 990, PART III, LINE 4A | THE BLUE CROSS AND BLUE SHIELD ASSOCIATION'S FEDERAL EMPLOYEE PROGRAM (FEP) ADMINISTERS THE BLUE CROSS AND BLUE SHIELD SERVICE BENEFIT PLAN. APPROXIMATELY 66.6 PERCENT OF ALL FEDERAL EMPLOYEES AND RETIREES WHO RECEIVED THEIR HEALTH CARE BENEFITS THROUGH THE GOVERNMENT'S FEDERAL EMPLOYEES' HEALTH BENEFITS PROGRAM (FEHBP) ARE MEMBERS OF THE SERVICE BENEFIT PLAN RECEIVING HEALTH COVERAGE THROUGH MEMBER PLANS. THE SERVICE BENEFIT PLAN HAS BEEN PART OF THE FEHBP SINCE ITS INCEPTION IN 1960 AND IS THE LARGEST PLAN IN THE PROGRAM. 2022 WAS ANOTHER STRONG YEAR FOR THE BLUE CROSS AND BLUE SHIELD FEDERAL EMPLOYEE PROGRAM (FEP), BLUE CROSS BLUE SHIELD FEP DENTAL AND BLUE CROSS BLUE SHIELD FEP VISION. WE ATTAINED HISTORIC LEVELS OF ACHIEVEMENT ON SEVERAL BUSINESS METRICS: ENROLLMENT OF OVER 5.5 MILLION MEMBERS AND A RECORD 37 CONSECUTIVE YEARS OF OPEN SEASON ENROLLMENT GROWTH, RETENTION REMAINS AT A HIGH-LEVEL AT 99.4 PERCENT, AND MOST SIGNIFICANTLY, FEP CONTINUED EXPANDED BENEFITS AND SERVICE TO MEMBERS IN RESPONSE TO THE COVID 19 PANDEMIC. |
| FORM 990, PART III, LINE 4B | AS THE UMBRELLA ORGANIZATION FOR THE MEMBER PLANS, THE ASSOCIATION COORDINATES ADVERTISING AND COMMUNICATION PROGRAMS, PROVIDING POLICY AND REPRESENTATION OF MEMBER INTERESTS, MONITORS AND FOSTERS THE FINANCIAL STABILITY OF ALL THE PLANS AND SUPPORTS THE ABILITY OF THE PLANS TO OPERATE EFFICIENTLY BY PROVIDING CONFERENCES, CONSULTING AND MISCELLANEOUS SERVICES TO THE PLANS. |
| FORM 990, PART III, LINE 4C | THE BLUECARD PROGRAM ENABLES BLUE PLAN MEMBERS TO RECEIVE THE BENEFITS OF THEIR INSURANCE CONTRACTS WHILE TRAVELING OR LIVING IN ANOTHER MEMBER PLAN'S GEOGRAPHIC SERVICE AREA. THROUGH BLUECARD, BLUE PLAN MEMBERS ARE GIVEN SEAMLESS NATIONAL ACCESS TO PHYSICIANS AND HOSPITALS THAT PARTICIPATE IN BLUE NETWORKS. ADDITIONALLY, THE PROGRAM LINKS PARTICIPATING HEALTHCARE PROVIDERS WITH THE INDEPENDENT BLUE CROSS AND BLUE SHIELD PLANS THROUGH A SINGLE ELECTRONIC NETWORK FOR CLAIMS PROCESSING AND REIMBURSEMENT. |
| FORM 990, PART III, LINE 4D | OTHER PROGRAM SERVICE ACCOMPLISHMENTS THE ASSOCIATION PROVIDES OPTIONAL CONSULTING SERVICES AND OTHER MISCELLANEOUS PROJECTS; OPERATION OF THE NATIONAL EMPLOYEE BENEFITS ADMINISTRATION PROGRAM THAT PROVIDES A COMPREHENSIVE GROUP PACKAGE OF EMPLOYEE BENEFITS PROGRAMS TO THE PLANS; A CLOSED PRIVATE, WIDE AREA NETWORK THAT LINKS THE COMPUTER AND INFORMATION RESOURCES OF THE PLANS. EXPENSE: 83,070,939 GRANTS: NONE REVENUE: 112,272,825 |
| FORM 990, PART VI, SECTION A, LINE 2 | VARIOUS ASSOCIATION BOARD MEMBERS (DIRECTORS) ALSO SIT ON THE BOARD OF BLUE CROSS BLUE SHIELD ASSOCIATION AFFILIATES. |
| FORM 990, PART VI, SECTION A, LINE 6 | BCBSA HAS THIRTY-FOUR (34) INDEPENDENT HEALTH CARE PLAN LICENSEES OPERATING IN SPECIFIED DOMESTIC SERVICE AREAS. ALL HEALTH CARE PLAN LICENSEES ARE ASSOCIATION MEMBERS. |
| FORM 990, PART VI, SECTION A, LINE 7A | EACH PRIMARY LICENSEE MEMBER PLAN, BY THE AUTHORITY OF THEIR INDIVIDUAL GOVERNING DOCUMENTS, SELECT THE CEO OF THEIR RESPECTIVE COMPANIES TO SERVE AS A MEMBER OF THE ASSOCIATION'S BOARD. |
| FORM 990, PART VI, SECTION A, LINE 7B | CERTAIN GOVERNING DECISIONS, SUCH AS BY-LAW AMENDMENTS, REQUIRE ACTION BY BOTH THE ASSOCIATION'S BOARD AND ITS MEMBER PLANS. |
| FORM 990, PART VI, SECTION B, LINE 11B | IN GENERAL, FORM 990 CONTENT AND SOURCES OF INFORMATION ARE REVIEWED BY SUBJECT MATTER EXPERTS INCLUDING, BUT NOT LIMITED TO, INTERNAL AND EXTERNAL TAX (PWC) AND ACCOUNTING PROFESSIONALS AND INTERNAL LEGAL PERSONNEL. FINALIZING THE RETURN DRAFT CONSISTS OF DISCUSSIONS BETWEEN FINANCE OFFICERS AND FINANCE MANAGERS REGARDING THE NUMERIC RESULTS AND WRITTEN RESPONSES TO SELECT RETURN QUESTIONS. UPON INTERNAL AGREEMENT AS TO THE FORM AND CONTENT, AN ELECTRONIC DRAFT 990 IS SENT TO THE ASSOCIATION'S BOARD PRIOR TO FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | BCBSA MAINTAINS A COMPREHENSIVE CODE OF CONDUCT AND COMPLIANCE PROGRAM APPLICABLE TO ALL EMPLOYEES AND OFFICERS. IN ADDITION, ALL EMPLOYEES, OFFICERS, AND BOARD MEMBERS ARE REQUIRED TO COMPLETE AN ANNUAL CONFLICT OF INTEREST FORM. THE BCBSA CHIEF AUDITOR AND COMPLIANCE OFFICER IS CHARGED WITH INVESTIGATING ANY ALLEGATIONS OF NON-COMPLIANCE WITH THE CODE OF CONDUCT, INCLUDING ANY COMPLAINTS REPORTED THROUGH THE ANONYMOUS HOTLINE MAINTAINED THROUGH AN INDEPENDENT ORGANIZATION. THE RESULTS OF THE COMPLIANCE PROGRAM'S EFFECTIVENESS ARE REPORTED TO THE FINANCIAL AND AUDIT COMMITTEE OF THE BOARD OF DIRECTORS ON AN ANNUAL BASIS. FAILURE TO ADHERE TO THE CODE OF CONDUCT MAY RESULT IN DISCIPLINARY ACTION, UP TO AND INCLUDING TERMINATION OF EMPLOYMENT. |
| FORM 990, PART VI, SECTION B, LINES 15A & 15B | THE COMPENSATION OF THE CEO AND THE CONTINUED RETENTION OF THAT PROFESSIONAL'S SERVICES ARE APPROVED EACH YEAR BY A COMMITTEE OF THE ASSOCIATION'S BOARD COMPRISED OF INDEPENDENT PLAN EXECUTIVES. THAT COMMITTEE ACTS AFTER DELIBERATIONS BASED UPON ADVICE FROM A QUALIFIED INDEPENDENT COMPENSATION CONSULTING FIRM. THE CONSULTANT'S ADVICE AND THOSE DELIBERATIONS INCLUDE A REVIEW OF THE RESULTS OF THE INDEPENDENT CONSULTANT'S RESEARCH REGARDING COMPENSATION PAID BY OTHER ORGANIZATIONS FOR OFFICERS SERVING IN CAPACITIES COMPARABLE TO THAT OF THE ASSOCIATION'S CEO. EACH YEAR THIS COMMITTEE'S DECISIONS ARE REPORTED TO THE FULL BOARD DURING A REGULARLY SCHEDULED MEETING. THE BOARD DELIBERATES ON BOTH MATTERS. EXTENSION OF THE PERIOD OF THE CEO'S SERVICE REQUIRES ACTION BY THE FULL BOARD. THE COMPENSATION DETERMINATIONS OF THE COMMITTEE STAND APPROVED UNLESS THE BOARD EXERCISES ITS INHERENT PREROGATIVE TO MODIFY THE COMMITTEE'S COMPENSATION DECISIONS. THE SAME COMMITTEE OF INDEPENDENT PLAN EXECUTIVES ANNUALLY RECEIVES THE CEO'S RECOMMENDATIONS REGARDING THE COMPENSATION TO BE PAID TO THE OFFICERS. AS WITH THE CEO'S COMPENSATION, THE DELIBERATIONS OF THIS COMMITTEE AND ITS DECISIONS TO APPROVE OR MODIFY THE CEO'S RECOMMENDATION ARE BASED UPON THE RESULTS OF AN INDEPENDENT CONSULTANT'S MARKET RESEARCH REGARDING COMPARABLE OFFICER PAY AND THE INDEPENDENT CONSULTANT'S ADVICE. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ASSOCIATION COMPLIES WITH ALL APPLICABLE PUBLIC DISCLOSURE REQUIREMENTS. THUS, FOR EXAMPLE, MEMBERS OF THE PUBLIC MAY REQUEST AN OPPORTUNITY TO REVIEW THE ASSOCIATION'S FORM 990 OR TO MAKE A COPY BY SENDING A WRITTEN REQUEST OR APPEARING IN PERSON AT ITS PRINCIPAL OFFICE OR ANY OF ITS OTHER LOCATIONS. THE ASSOCIATION'S FAVORABLE DETERMINATION LETTER REGARDING ITS TAX-EXEMPT STATUS AND MATERIALS COMPRISING ITS EXEMPTION APPLICATION ARE ALSO AVAILABLE IN THIS MANNER. IF THE ASSOCIATION'S GOVERNING DOCUMENTS (ARTICLES OF INCORPORATION AND BYLAWS) AND CONFLICT OF INTEREST POLICY ARE SUBJECT TO APPLICABLE FEDERAL OR STATE PUBLIC DISCLOSURE REQUIREMENTS, THOSE DOCUMENTS WILL BE MADE PUBLICLY AVAILABLE AS APPLICABLE LAW MAY REQUIRE. FOR EXAMPLE, FORM 990 FILINGS MAY INCLUDE BYLAW AMENDMENTS AND THOSE AMENDMENTS WILL BE MADE AVAILABLE AS NOTED ABOVE. OTHERWISE, THE GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY WILL BE PROVIDED TO THE PUBLIC AT THE DISCRETION OF THE ASSOCIATION'S MANAGEMENT. |
| FORM 990, PART IX, LINE 24B | IN FURTHERANCE OF ITS TAX-EXEMPT PURPOSE TO PROMOTE THE COMMON GOOD AND GENERAL WELFARE OF THE COMMUNITY AND TO IMPROVE THE NATION'S HEALTH, AND THE ACCESSIBILITY AND AFFORDABILITY OF HEALTHCARE FOR ALL AMERICANS, BCBSA INCURRED EXPENSES TO ORGANIZATIONS THAT SUPPORT AND ADVOCATE BCBSA'S VIEWS ON ISSUES FACING THE HEALTH INSURANCE INDUSTRY. INCURRED EXPENSES INCLUDE BUILDING OF COALITIONS, GRASSROOTS OUTREACH AND EDUCATION. BCBSA DID NOT CONTROL OR DIRECT THESE ACTIVITIES. BCBSA HAS DISCLOSED THESE EXPENSES ON PART IX, LINE 24B, CONTRIBUTIONS - GENERAL. |
| FORM 990, PART XI, LINE 9 | OTHER CHANGES IN NET ASSETS: OTHER COMPREHENSIVE INCOME-ASC 135,086,632 OTHER COMPONENTS OF PERIODIC PENSION COST (6,480,443) LOSS RETIRE OBLIGATION 321,215 RESTRICTED NET ASSET - BCBSI (1,488,290) HIB BOOK INCOME 270,564 TOTAL 127,709,759 |
| FORM 990 PART IX LINE 11G | DESCRIPTION:VARIOUS CONSULTING FEES TOTAL FEES:XXX-XX-XXXX |
| FORM 990 PART IX LINE 11G | DESCRIPTION:PRINTING & GRAPHICS TOTAL FEES:2085453 |
| FORM 990 PART IX LINE 11G | DESCRIPTION:TEMPORARY HELP TOTAL FEES:8465201 |
| FORM 990 PART IX LINE 11G | DESCRIPTION:RECRUITING TOTAL FEES:1480755 |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| HEALTH SERVICES FOUNDATION | ||||||||||
| 225 NORTH MICHIGAN AVENUE | CHICAGO | IL | 60601 | 237011867 | EDUC., RSRCH. | IL | 501(C)(3) | 10 | NA | false |
| BC AND BS FOUNDATION ON HEALTH CARE | ||||||||||
| 225 NORTH MICHIGAN AVENUE | CHICAGO | IL | 60601 | 237164980 | EDUC., RSRCH. | IL | 501(C)(3) | 7 | NA | false |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BLUE CROSS BLUE SHIELD BENEFIT CORP | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 225 NORTH MICHIGAN AVENUE | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60601 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 364176277 | EIN |
| Primary Activities | COMMUNITY HEA | PrimaryActivitiesTxt |
| Legal Domicile State | IL | LegalDomicileStateCd |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Entity Type | C CORP | EntityTypeTxt |
| Share Of Total Income | $10,612 | ShareOfTotalIncomeAmt |
| Share Of EOY Assets | $9,046,772 | ShareOfEOYAssetsAmt |
| Ownership | 1.00000 | OwnershipPct |
| Controlled Organization | Yes (true) | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | Yes (true) | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | false | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | false | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | false | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | false | SharingOfFacilitiesInd |
| Paid Employees Sharing | false | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (true) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (true) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (3 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| BLUE CROSS BLUE SHIELD INSTITUTE INC | ||
| A | $220,354 | ACTUAL COST |
| BLUE CROSS BLUE SHIELD INSTITUTE INC | ||
| P | $10,612 | ACTUAL COST |
| BLUE CROSS BLUE SHIELD INSTITUTE INC | ||
| Q | $577,149 | ACTUAL COST |