2020-11-16T09:44:45-06:00 2019-12-31 203985546 JOHNSON O'CONNOR FERON & CARUCCI LLP 101 EDGEWATER DRIVE SUITE 210 WAKEFIELD MA 01880 990 2019-01-01 300687494 COMMUNITY CATALYST ACTION FUND INC COMM 6173386035 ONE FEDERAL STREET BOSTON MA 02110 KATHERINE S VILLERS PRESIDENT 6173386035 2020-11-09 1 GISO JOSEPH P00030126 7819143400 2020-11-09 96.230.50.122 2020-11-09 16:06:13 ES P E748EB209E4A2515BC9FACA3F58B81BBBD7EBC63 F9D5E147244E3FD2A9A8C915F2AA4B6062854F89 2019 2021-04-22 16:20:28Z KATHERINE S VILLERS ONE FEDERAL STREET BOSTON MA 02110 428401 0 X WWW.ACTIONFUND.COMMUNITYCATALYST.ORG/ X 2012 MA COMMUNITY CATALYST ACTION FUND, INC. (THE "ACTION FUND') WAS INCORPORATED ON MAY 12, 2011. THE ACTION FUND WAS CREATED AS AN ORGANIZATION DESCRIBED UNDER IRS SECTION 501(C) (4) (SOCIAL WELFARE ORGANIZATION) IN ORDER TO ASSIST WITH THE IMPLEMENTATION OF THE AFFORDABLE CARE ACT (ACA). THE ACTION FUND PROVIDES SUPPORT FOR STATE-BASED HEALTH ADVOCACY TO ENSURE HEALTH REFORM REFLECTS CONSUMER INTERESTS AND CONCERNS, ESPECIALLY THOSE OF LOW-INCOME AND VULNERABLE POPULATIONS. 5 5 0 0 0 0 311000 418215 0 0 12224 10186 0 0 323224 428401 171125 452766 0 0 0 0 0 0 0 249334 152147 420459 604913 -97235 -176512 1332093 1153951 62074 60444 1270019 1093507 X COMMUNITY CATALYST ACTION FUND, INC. (THE "ACTION FUND') WAS INCORPORATED ON MAY 12, 2011. THE ACTION FUND WAS CREATED AS AN ORGANIZATION DESCRIBED UNDER IRS SECTION 501(C) (4) (SOCIAL WELFARE ORGANIZATION) IN ORDER TO ASSIST WITH THE IMPLEMENTATION OF THE AFFORDABLE CARE ACT (ACA). THE ACTION FUND PROVIDES SUPPORT FOR STATE-BASED HEALTH ADVOCACY TO ENSURE HEALTH REFORM REFLECTS CONSUMER INTERESTS AND CONCERNS, ESPECIALLY THOSE OF LOW-INCOME AND VULNERABLE POPULATIONS. 0 0 587336 452766 AFFORDABLE CARE ACT IMPLEMENTATION FUND (ACAIF) PROVIDES NEW SUPPORT TO STATE-BASED HEALTH ADVOCATES IN THE FORM OF GRANTS WHICH WILL BE USED TO ENSURE EFFECTIVE AND CONSUMER FOCUSED IMPLEMENTATION OF THE AFFORDABLE CARE ACT. 587336 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 1 0 1 0 1 0 0 0 0 1 1 0 0 0 0 0 0 0 X 5 5 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 MA NY DC GA PA MI MO X X MAHESH BHATIA DIR OF FINANCE 6173386035 ONE FEDERAL STREET BOSTON MA 02110 X KATHERINE S VILLERS PRESIDENT 0.50 X X 0 0 0 KAREN HICKS CHAIRPERSON 0.50 X X 0 0 0 DAN MCGRATH DIRECTOR 0.50 X 0 0 0 EDDY MORALES DIRECTOR 0.50 X 0 0 0 JOHN MCDONOUGH DIRECTOR 0.50 X 0 0 0 0 0 0 0 0 0 0 0 418215 418215 10054 10054 132 0 132 132 132 428401 0 0 10186 X 452766 452766 16266 16266 132446 132446 420 420 648 648 DUES AND SUBSCRIPTIONS 2112 2112 LICENSE AND OTHER FEES 224 12 212 PRINTING AND POSTAGE 31 31 604913 587336 17577 0 1331993 853951 100 300000 1332093 1153951 62074 60444 62074 60444 X 163282 196662 1106737 896845 1270019 1093507 1332093 1153951 -176512 0 X X 0 1 X 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 30000 30000 0 PART II-B, LINE 1: THE ORGANIZATION ENGAGED A FIRM TO CONDUCT VARIOUS LOBBYING ACTIVITIES ON BEHALF OF ITS MISSION. 0 X 428401 0 428401 0 428401 604913 0 604913 0 604913 PART X, LINE 2: THE ORGANIZATION IS ORGANIZED AS A MASSACHUSETTS NONPROFIT CORPORATION AND HAS BEEN RECOGNIZED BY THE IRS AS EXEMPT FROM FEDERAL INCOME TAXES UNDER IRC SECTION 501(A) AS AN ORGANIZATION DESCRIBED IN IRC SECTION 501(C)(3). THE ACTION FUND WAS CREATED AS AN ORGANIZATION DESCRIBED UNDER IRS SECTION 501(C)(4) (SOCIAL WELFARE ORGANIZATION) IN ORDER TO ASSIST WITH THE IMPLEMENTATION OF THE AFFORDABLE CARE ACT (ACA). THE ORGANIZATION IS ALSO EXEMPT FROM MASSACHUSETTS STATE TAXES. HOWEVER, THE ORGANIZATION REMAINS SUBJECT TO INCOME TAXES ON ANY NET INCOME THAT IS DERIVED FROM A TRADE OR BUSINESS, REGULARLY CARRIED ON AND NOT IN FURTHERANCE OF THE PURPOSE FOR WHICH IT WAS GRANTED EXEMPTION. THE ORGANIZATION REGULARLY REVIEWS AND EVALUATES ITS TAX POSITIONS TAKEN IN ITS FILED RETURNS AND RECOGNIZES THE BENEFIT FROM A TAX POSITION ONLY IF IT IS MORE LIKELY THAN NOT THAT THE POSITION WOULD BE SUSTAINED UPON AUDIT BASED SOLELY ON THE TECHNICAL MERITS OF THE TAX POSITION. THE ORGANIZATION FILES FEDERAL AND MASSACHUSETTS TAX RETURNS. THE STATUTE OF LIMITATIONS FOR THESE JURISDICTIONS IS GENERALLY THREE YEARS. THE ORGANIZATION HAS NO RETURNS UNDER EXAMINATION AS OF DECEMBER 31, 2019. 1 ACLU OF MONTANA PO BOX 1968 MISSOULA MT 59806 810445339 501(C)(3) 25000 HEALTH CARE PROGRAM SERVICES AMERICAN CANCER SOCIETY CANCER ACTION NETWORK INC 555 11TH STREET NW STE 300 WASHINGTON DC 20004 522340031 501(C)(4) 85000 HEALTH CARE PROGRAM SERVICES CENTRO DE COMUNIDAD Y JUSTICIA 4696 W OVERLAND RD BOISE ID 83705 841377975 501(C)(3) 2471 HEALTH CARE PROGRAM SERVICES CITIZEN ACTION OF WISCONSIN 221 S 2ND ST 300 MILWAUKEE WI 53204 391424314 501(C)(4) 55000 HEALTH CARE PROGRAM SERVICES GEORGIANS FOR HEALTHY FUTURE INC 100 EDGEWOOD AVE NE STE 815 ATLANTA GA 30303 263695851 501(C)(3) 10000 HEALTH CARE PROGRAM SERVICES HEALTH ACTION NEW MEXICO 3700 OSUNA RD NE NO 504 ALBUQUERQUE NM 87109 850481860 501(C)(3) 15000 HEALTH CARE PROGRAM SERVICES JANNUS INC 1607 W JEFFERSON ST BOISE ID 83702 816035382 501(C)(3) 31209 HEALTH CARE PROGRAM SERVICES KANSAS ASSOFOR THE MEDICALLY UNDERSERVED 700 SW JACKSON ST STE 600 TOPEKA KS 66603 481110925 501(C)(3) 35000 HEALTH CARE PROGRAM SERVICES MAINE PEOPLE' S RESOURCE CENTER 565 CONGRESS STSTE 200 PORTLAND ME 04101 222586108 501(C)(3) 20000 HEALTH CARE PROGRAM SERVICES MONTANA BUDGET & POLICY CENTER 101 NORTH LAST CHANCE GULCH 220 HELENA MT 59601 800624179 501(C)(3) 25000 HEALTH CARE PROGRAM SERVICES MONTANA HUMAN RIGHTS NETWORK INC PO BOX 1509 HELENA MT 59624 810472423 501(C)(3) 12500 HEALTH CARE PROGRAM SERVICES MOVING NC FORWARD 434 FAYETTEVILLE STREET - STE 2020 RALEIGH NC 27601 814767705 501(C)(4) 10000 HEALTH CARE PROGRAM SERVICES NEBRASKA APPLESEED CENTER FOR LAW 941 O ST STE 920 LINCOLN NE 68508 470798343 501(C)(3) 10000 HEALTH CARE PROGRAM SERVICES NORTH CAROLINA CHILD 3109 POPLARWOOD COURT SUITE 300 RALEIGH NC 27604 581534066 501(C)(3) 16855 HEALTH CARE PROGRAM SERVICES NORTH CAROLINA JUSTICE CENTER 224 S DAWSON STREET RALEIGH NC 27601 561348186 501(C)(3) 47500 HEALTH CARE PROGRAM SERVICES OKLAHOMA POLICY INSTITUTE 907 S DETROIT SUITE 1005 TULSA OK 74120 331178624 501(C)(3) 10000 HEALTH CARE PROGRAM SERVICES PENNSYLVANIA HEALTH ACCESS NET 1501 CHERRY STREET PHILADELPHIA PA 19102 232749089 501(C)(3) 20000 HEALTH CARE PROGRAM SERVICES TENNESSEE JUSTICE CENTER 211 SEVENTH AVE NORTHSTE 100 NASHVILLE TN 37219 621630417 501(C)(3) 10731 HEALTH CARE PROGRAM SERVICES UTAH HEALTH POLICY PROJECT 508 EAST SOUTH TEMPLE SUITE 45 SALT LAKE CITY UT 84102 870684606 501(C)(3) 10000 HEALTH CARE PROGRAM SERVICES WEST VIRGINIANS FOR AFFORDABLEHEALTH CARE 600 LEON SULLIVAN WAY NO 215 CHARLESTON NC 25301 203919052 501(C)(3) 1500 HEALTH CARE PROGRAM SERVICES PART I, LINE 2: THE ORGANIZATION MONITORS EACH GRANT RECIPIENT AND HAS DEVELOPED BEST PRACTICES THAT INCORPORATE POLICIES, SYSTEMS, AND PROCEDURES FOR PRE-GRANT INQUIRY AND GRANT MONITORING REPORTING SIMILAR TO THE EXPENDITURE RESPONSIBILITY REQUIREMENTS FOR PRIVATE FOUNDATIONS. PROCEDURES VARYING DEPENDING ON THE PURPOSE, SIZE OF GRANT, AND TYPE OF GRANTEE, BUT GOOD DOCUMENTATION IS REQUIRED IN ANY CASE. FOR PRE-GRANT DUE DILIGENCE, THE ORGANIZATION HAS A POLICY SPECIFYING THE TYPES OF GRANTS AND AMOUNTS GIVEN, TYPES OF ORGANIZATIONS THAT QUALIFY, PURPOSES AND ACTIVITIES THAT QUALIFY, TIMELINES, THE APPLICATION AND APPROVAL PROCESS, RESPONSIBLE AND AUTHORIZED PERSONNEL, AND FILE MANAGEMENT AND RETENTION. ONCE A GRANT IS APPROVED, THE ORGANIZATION EXECUTES A GRANT AGREEMENT THAT DESCRIBES THE TERMS OF THE GRANT AND WHAT IS EXPECTED OF THE GRANTEE. IT MAY INCLUDE: O GRANTEE'S RESPONSIBILITIES O GRANTEE'S REPORTING REQUIREMENTS O GRANTOR'S RESPONSIBILITIES O AMOUNT OF THE GRANT AND PAYMENT SCHEDULE, INCLUDING PURPOSE OF GRANT AND DURATION O DESCRIPTION OF THE PROJECT THAT IS BEING FUNDED (SOMETIMES REFERENCES GRANT APPLICATION) O SPECIFICATIONS OF PROHIBITED USES OF THE GRANT FUNDS FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS TO EACH BOARD MEMBER BEFORE FILLING. ANY QUESTIONS AND/OR COMMENTS ARE SENT TO THE AUDIT COMMITTEE FOR RESOLUTION WITH MANAGEMENT. ONCE ALL QUESTION/ISSUES ARE SATISFACTORY RESOLVED, EACH BOARD MEMBER VOTES TO ACCEPT THE FORM 990 AS FILED. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION REGULARLY AND CONSISTENTLY MONITORS AND ENFORCES COMPLIANCE WITH THE POLICY BY REQUIRING ALL DIRECTORS AND OFFICERS TO SIGN A CONFLICT OF INTEREST AND DISCLOSURE FORM ANNUALLY AND TO AFFIRMATIVELY DISCLOSE POTENTIAL CONFLICTS AS THEY ARISE. FORM 990, PART VI, SECTION C, LINE 18 ALL DOCUMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART VI, SECTION C, LINE 19 ALL DOCUMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART IX, LINE 11G CONTRACTED SERVICES: PROGRAM SERVICE EXPENSES 72,121. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 72,121. PROGRAM CONSULTING: PROGRAM SERVICE EXPENSES 30,325. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 30,325. STRATEGIC CONSULTING SERVICES: PROGRAM SERVICE EXPENSES 30,000. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 30,000. FORM 990, PAGE 12, PART XII, LINE 2C THE ORGANIZATION DID NOT CHANGE EITHER ITS OVERSIGHT PROCESS OR SELECTION PROCESS DURING THE TAX YEAR OF ITS FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT. COMMUNITY CATALYST INC ONE FEDERAL STREET BOSTON MA 02110 043355127 TO HELP SHAPE HEALTH REFORM MA 501(C)(3) SECTION 170(B)(L)(A) N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 COMMUNITY CATALYST INC O 81523 FMV COMMUNITY CATALYST INC P 55540 FMV