2025-11-07T13:00:30-06:00 2024-12-31 521446779 JOHNSON LAMBERT LLP 4242 SIX FORKS ROAD SUITE 1500 RALEIGH NC 27609 990 2024-01-01 042730934 FAMILIES USA FOUNDATION INC FAMI 2026283030 1225 NEW YORK AVE NW 800 WASHINGTON DC 20005 JON OLSON SR. DIR., FINANCE & OPERATIONS 2026283030 2025-11-07 1 0 J CALVIN MARKS P01226973 9197196400 2024 2025-03-06 01:10:19Z ANTHONY WRIGHT 1225 NEW YORK AVE NW 800 WASHINGTON DC 20005 9702677 0 X WWW.FAMILIESUSA.ORG X 1981 MA ENSURE THE BEST HEALTH AND ACCESS TO HIGH QUALITY, AFFORDABLE HEALTH CARE FOR ALL AMERICANS. 13 12 60 14 0 0 4765412 5278914 123940 70016 1067861 2975216 349350 354050 6306563 8678196 25000 0 0 0 5723367 5757598 0 0 626805 3641219 3156269 9389586 8913867 -3083023 -235671 36805784 35162008 13330460 11842022 23475324 23319986 X OUR VISION IS A NATION WHERE THE BEST HEALTH AND HEALTH CARE ARE EQUALLY ACCESSIBLE AND AFFORDABLE TO ALL. 0 0 1813666 VALUE & SYSTEM TRANSFORMATION - FAMILIES USA'S NEW CENTER FOR AFFORDABLE WHOLE PERSON CARE MARKS A PIVOTAL MOMENT IN THE HEALTH CARE VALUE MOVEMENT: AN UNEQUIVOCAL DECLARATION THAT A JUST SYSTEM OF HEALTH CARE IS CONTINGENT ON REDESIGNING ECONOMIC INCENTIVES TO SERVE THE INTERESTS OF PEOPLE. THIS UNDERLIES OUR COMMITMENT TO HOLDING THE HEALTH CARE INDUSTRY ACCOUNTABLE FOR DELIVERING AFFORDABLE, EQUITABLE, HIGH-QUALITY HEALTH CARE AND HEALTH THAT ALL PEOPLE LIVING IN OUR NATION DESERVE.OUR WORK THROUGH THE CENTER WILL FOCUS ON THREE OVERARCHING PRINCIPLES:1. STATE AND FEDERAL POLICIES SHOULD REFORM THE ECONOMIC INCENTIVES OF THE HEALTH CARE SYSTEM TO ENSURE BUSINESS INTERESTS ARE ONLY ACHIEVED WHEN CONSUMER INTERESTS ARE.2. A POWERFUL, UNIFIED NATIONAL CONSUMER-LED MOVEMENT IS ESSENTIAL TO ENSURING POLICYMAKERS ENACT MEANINGFUL POLICY CHANGES THAT UPROOT THE FUNDAMENTAL ECONOMIC DISTORTIONS IN HEALTH CARE PAYMENT AND DELIVERY THAT DRIVE UNAFFORDABLE AND INEQUITABLE LOW-QUALITY CARE.3. HEALTH CARE PAYMENT AND DELIVERY MUST BE REORIENTED TO DELIVER WHOLE-PERSON, HOLISTIC HEALTH. 1419873 MEDICAID WORK - FAMILIES USA IS THE FOUNDER AND CONVENER OF THE MEDICAID COALITION. THE COALITION HAS AN INFORMAL MEMBERSHIP OF OVER 600 ORGANIZATIONS WITH A SHARED COMMITMENT TO ENSURE THAT ALL AMERICANS HAVE EQUAL ACCESS TO HIGH-QUALITY, AFFORDABLE HEALTH CARE.FOR MORE THAN TWO DECADES, THE MEMBERS OF THE MEDICAID COALITION HAVE WORKED TO PROTECT MEDICAID FROM ONGOING LEGISLATIVE AND ADMINISTRATIVE THREATS, EXPAND THE PROGRAM TO COVER MORE LOW-INCOME PEOPLE, AND IMPROVE IT SO THAT IT IS FISCALLY STRONG AND ABLE TO DELIVER THE HIGHEST QUALITY OF CARE TO AS MANY PEOPLE AS POSSIBLE OVER THE LONG-TERM.THE DIVERSE AND INFLUENTIAL MEMBERSHIP PRESENTLY INCLUDES ORGANIZATIONS REPRESENTING: SENIORS, WOMEN, CHILDREN, FAMILIES; DISEASE AND DISABILITY ORGANIZATIONS; HEALTH PROVIDERS; HOSPITALS AND COMMUNITY HEALTH CENTERS; COMMUNITIES OF COLOR; FAITH-BASED COMMUNITIES; ANTI-POVERTY GROUPS; LABOR AND MANY OTHER MULTI-ISSUE ADVOCACY ORGANIZATIONS. 1057432 HEALTH & VACCINATION EQUITY - ONE OF FAMILIES USA'S MOST IMPORTANT SOCIAL JUSTICE MISSIONS IS BUILDING A NATION WHERE NO ONE FACES BARRIERS TO A HEALTHY LIFE BECAUSE OF WHO THEY ARE OR WHERE THEY LIVE. TO ACHIEVE THIS GOAL, WE ARE WORKING WITH A HIGHLY DIVERSE COALITION OF PARTNERS, INCLUDING PEOPLE OF COLOR, PEOPLE WITH DISABILITIES, RURAL COMMUNITIES, ETHNIC COMMUNITIES, AND OTHERS TO CREATE A POLICY AGENDA TO ADDRESS INEQUITIES. WE ALSO ARE INCREASINGLY FOCUSED ON ADDRESSING THE SOCIAL DETERMINANTS OF HEALTH BY EXPLORING UPSTREAM APPROACHES, SUCH AS THOSE EMPLOYING COMMUNITY HEALTH WORKER MODELS THAT PROTECT AND IMPROVE HEALTH, THEREBY PREVENTING THE NEED FOR MEDICAL CARE. 1331594 70016 1331594 70016 5622565 1 1 0 1 0 0 0 0 0 0 1 0 0 1 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 23 0 1 60 1 0 0 0 0 0 0 0 0 0 0 0 0 X 13 12 0 0 1 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 AL AZ AR CA CT DE FL GA HI ID IL IN IA KS KY MD MA MI MN MS MT NE NH NJ NM NY NC ND OK OR PA RI SC SD TN TX VT VA WV WI WY X JON OLSON 2026283030 1225 NEW YORK AVE NW SUITE 800 WASHINGTON DC 20005 YAEL LEHMANN CHIEF ADMINISTRATIVE OFFICER 40.00 X 273434 0 37473 YASMIN ABBOUD SR. DIR., DEVELOPMENT 40.00 X 202000 0 51540 JENNIFER TAYLOR SR. DIR., GOVERNMENT RELATIONS 40.00 X 192314 0 47714 JON OLSON SR. DIR., FINANCE & OPERATIONS 40.00 0.20 X 170955 0 63147 SOPHIA TRIPOLI SR. DIR., HEALTH POLICY 40.00 X 174674 0 51711 STACI LOFTON SR. DIR., HEALTH EQUITY 40.00 X 182218 0 31932 BENJAMIN ANDERSON DEP. SR. DIR., HEALTH POLICY 40.00 X 156133 0 47287 DEBORAH SARTIN DEP. SR. DIR., PMO & IT 40.00 X 175855 0 25782 GILLIAN SHURLAND SR. DIR., TALENT AND HAPPINESS 40.00 X 167128 0 27834 ANTHONY WRIGHT EXECUTIVE DIRECTOR (INCOMING 2024) 37.00 3.00 X 163605 0 13008 JANE SHEEHAN DEP. SR. DIR., FEDERAL RELATIONS 40.00 X 149568 0 21996 SUSAN AXLEROAD DIR., GRANTS MANAGEMENT (OUTGOING 2024) 40.00 X 134742 0 33668 TASHA MCKENZIE DEP. SR. DIR., STRATEGIC PARTNERSHIPS 40.00 X 139511 0 17623 PHILIPPE VILLERS PRESIDENT EMERITUS 20.00 1.00 X X 20254 0 1059 SISTER SIMONE CAMPBELL PRESIDENT 3.00 1.00 X X 0 0 0 DEBORAH BACHRACH VICE PRESIDENT 1.00 X X 0 0 0 MARIA LEMUS SECRETARY 1.00 X X 0 0 0 MATT MORRISON TREASURER 3.00 3.00 X X 0 0 0 ROBERT CRITTENDEN MD DIRECTOR 1.00 X 0 0 0 TOBY DOUGLAS DIRECTOR 1.00 X 0 0 0 RUSHIKA FERNANDOPULLE MD DIRECTOR 1.00 X 0 0 0 SAMUEL KARP DIRECTOR 1.00 X 0 0 0 JAMES KIMMEY MD DIRECTOR (OUTGOING 2024) 1.00 1.00 X 0 0 0 JOHN KITZHABER DIRECTOR (OUTGOING 2024) 1.00 X 0 0 0 LATISHA LATIKER DIRECTOR 1.00 X 0 0 0 ELENA MARKS DIRECTOR 1.00 X 0 0 0 ANGELA MONSON DIRECTOR 3.00 3.00 X 0 0 0 MELANIE POWELL DIRECTOR 1.00 X 0 0 0 2302391 0 471774 18 0 1 0 BURNESS COMMUNICATIONS 7910 WOODMONT AVENUE SUITE 650 BETHESDA MD 20814 STRATEGIC COMMUNICATIONS & MARKETING SER 195627 DIVISION-D 602 FAY STREET SUITE 101 COLUMBIA MO 65201 MARKETING 137194 3 EXPERIENCES LLC 600 PENNSYLVANIA AVENUE NW UNIT 1 WASHINGTON DC 20003 HEALTH ACTION CONFERENCE MGMT SERVICES 115350 ISAACSON MILLER INC DEPARTMENT 1700 PO BOX 4106 WOBURN MA 018884106 EXECUTIVE DIRECTOR SEARCH SERVICES 112973 4 5278914 5278914 CONFERENCE REGISTRATION 900099 67916 67916 HONORARIA 900099 2100 2100 70016 444619 444619 3555078 1024222 259 2530856 -259 2530597 2530597 SUBLEASE REVENUE 900099 304344 304344 49706 49706 354050 8678196 70016 0 3329266 1838995 1401927 274734 162334 2912745 2222383 433026 257336 153830 117558 22659 13613 445707 337460 69168 39079 406321 310514 59851 35956 25599 12603 12173 823 153110 75388 72800 4922 126304 126304 722946 355963 343741 23242 15598 7198 7936 464 180614 48163 114219 18232 163897 94116 59742 10039 1164492 268154 865286 31052 77540 50804 25484 1252 134993 88457 44357 2179 573 375 189 9 262673 162276 81604 18793 60489 33655 22937 3897 RECRUITING 42670 23742 16179 2749 DUES & SUBSCRIPTIONS 3135 1838 1108 189 BOARD EXPENSES 839 386 428 25 TAXES & LICENSES 123 57 62 4 20674 9548 10510 616 8913867 5622565 2664497 626805 702933 459346 326399 588753 712500 596432 569931 490043 327961 380877 2685251 1419440 1517556 1265811 25032512 24774661 7615992 6606085 36805784 35162008 513212 603980 1215979 920517 11601269 10317525 13330460 11842022 X 22498340 22553930 976984 766056 23475324 23319986 36805784 35162008 -235671 80333 0 X 0 1 X 1 0 X 3584761 6107121 5091806 4765412 5278914 24828014 3584761 6107121 5091806 4765412 5278914 24828014 11084095 13743919 490567 513960 444800 426047 444619 2319993 182623 56617 188228 349350 354050 1130868 28278875 626457 0.48600 0.47600 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS INCOME - 2020 AMOUNT: $ 3,203. 2021 AMOUNT: $ 4,593. 2022 AMOUNT: $ 6,200. 2023 AMOUNT: $ 38,408. 2024 AMOUNT: $ 49,706. SUBLEASE INCOME - 2020 AMOUNT: $ 179,420. 2021 AMOUNT: $ 52,024. 2022 AMOUNT: $ 133,129. 2023 AMOUNT: $ 298,849. 2024 AMOUNT: $ 304,344. ADMINISTRATION INCOME - 2022 AMOUNT: $ 48,899. 2023 AMOUNT: $ 12,093. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X 23530 95530 28892 33923 52422 129453 8861445 10269127 8913867 10398580 595693 669929 148923 167482 0 0 0 0 593997 612465 673625 669929 2550016 3825024 256767 120204 256857 129453 763281 148499 153116 168406 167482 637503 956255 63577 469 184724 95530 344300 1904787 901119 1003668 780464 518321 262143 1265811 RIGHT OF USE ASSETS - OPERATING LEASE 6252908 DUE FROM AFFILIATE 152577 DEFERRED COMPENSATION ASSETS 197198 RIGHT OF USE ASSETS - FINANCING LEASE 902 DEPOSITS 2500 6606085 OPERATING LEASE LIABILITIES 10119050 DEFERRED COMPENSATION LIABILITIES 197198 FINANCING LEASE LIABILITIES 1277 10317525 X PART X, LINE 2: MANAGEMENT HAS CONCLUDED THAT THE FOUNDATION HAS PROPERLY MAINTAINED ITS EXEMPT STATUS AND THERE ARE NO UNCERTAIN TAX POSITIONS AS OF DECEMBER 31, 2024. 1 PART I, LINE 2: TO BEST MONITOR THE ACTIVITIES AND THE EXPENDITURES OF THE SUB-GRANTEES, WE STRUCTURED THE UNDERLYING AGREEMENTS TO REQUIRE INTERIM PROGRAMMATIC AND FINANCIAL REPORTS BEFORE RELEASING FUNDS. UPON SUBMITTAL AND APPROVAL OF AN INITIAL PROPOSAL, AND EXECUTION OF THE SUB-GRANT AGREEMENT, WE RELEASED 25% OF THE TOTAL CONTRACTED AMOUNT TO EACH RECIPIENT. SUBSEQUENT PAYMENTS OF 25% OF THE VALUE REQUIRED AN INTERIM REPORT SHOWING THAT SUBSTANTIALLY ALL OF THE PREVIOUSLY RELEASED FUNDS HAD BEEN PROPERLY EXPENDED, ALONG WITH A PROGRAMMATIC REPORT DESCRIBING ACTIVITIES TO DATE AND PLANS FOR THE NEXT REPORTING PERIOD. IN THIS WAY, WE WERE ABLE TO PROVIDE THE SUB-GRANTEES WITH SOME FLEXIBILITY WHILE STILL ENSURING THAT THE ACTIVITIES AND EXPENDITURES WERE PROPER AND APPROVED. X X X 0 0 0 0 0 0 0 0 0 YAEL LEHMANN CHIEF ADMINISTRATIVE OFFICER 273434 0 0 0 0 0 19669 0 17804 0 310907 0 0 0 YASMIN ABBOUD SR. DIR., DEVELOPMENT 202000 0 0 0 0 0 10862 0 40678 0 253540 0 0 0 JENNIFER TAYLOR SR. DIR., GOVERNMENT RELATIONS 192314 0 0 0 0 0 14339 0 33375 0 240028 0 0 0 JON OLSON SR. DIR., FINANCE & OPERATIONS 170955 0 0 0 0 0 12914 0 50233 0 234102 0 0 0 SOPHIA TRIPOLI SR. DIR., HEALTH POLICY 174674 0 0 0 0 0 13455 0 38256 0 226385 0 0 0 STACI LOFTON SR. DIR., HEALTH EQUITY 182218 0 0 0 0 0 13469 0 18463 0 214150 0 0 0 BENJAMIN ANDERSON DEP. SR. DIR., HEALTH POLICY 156133 0 0 0 0 0 12249 0 35038 0 203420 0 0 0 DEBORAH SARTIN DEP. SR. DIR., PMO & IT 155515 0 20340 0 0 0 5538 0 20244 0 201637 0 0 0 GILLIAN SHURLAND SR. DIR., TALENT AND HAPPINESS 167128 0 0 0 0 0 12419 0 15415 0 194962 0 0 0 ANTHONY WRIGHT EXECUTIVE DIRECTOR (INCOMING 2024) 163605 0 0 0 0 0 0 0 13008 0 176613 0 0 0 JANE SHEEHAN DEP. SR. DIR., FEDERAL RELATIONS 149568 0 0 0 0 0 11070 0 10926 0 171564 0 0 0 SUSAN AXLEROAD DIR., GRANTS MANAGEMENT (OUTGOING 20 134742 0 0 0 0 0 9406 0 24262 0 168410 0 0 0 TASHA MCKENZIE DEP. SR. DIR., STRATEGIC PARTNERSHIP 132598 0 6913 0 0 0 592 0 17031 0 157134 0 0 0 FORM 990, PART VI, SECTION A, LINE 4 THE FOUNDATION AMENDED ITS BYLAWS IN JANUARY 2025 TO CLEARLY DEFINE TERM LIMITS ON THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 11B THE BOARD OF DIRECTORS DELEGATED TO THE AUDIT COMMITTEE THE AUTHORITY TO REVIEW AND APPROVE THE DRAFT OF THE FORM 990 PRIOR TO ITS FILING. THE AUDIT COMMITTEE RECEIVES BY EMAIL THE DRAFT FORM AND IS ASKED TO RESPOND IN WRITING TO ADDRESS ANY QUESTIONS OR CONCERNS. WHEN THE FORM 990 IS FILED, A COPY OF IT IS PROVIDED TO THE BOARD OF DIRECTORS ALONG WITH A COPY OF THE AUDITED FINANCIAL STATEMENTS. FORM 990, PART VI, SECTION B, LINE 12C CONFLICT OF INTEREST DISCLOSURE FORMS ARE FILED ANNUALLY WITH SENIOR DIRECTOR OF FINANCE AND OPERATIONS BY THE APPROPRIATE OFFICERS, DIRECTORS AND KEY EMPLOYEES. SENIOR DIRECTOR OF FINANCE AND OPERATIONS MONITORS AND ENFORCES COMPLIANCE CONSISTENT WITH THE APPROVED CONFLICT OF INTEREST POLICY. FORM 990, PART VI, SECTION B, LINE 15 BOARD OF DIRECTORS DISCUSSED AND REVIEWED COMPARABILITY DATA AND DOCUMENTED THEIR DECISIONS. THE COMPENSATION OF THE EXECUTIVE DIRECTOR IS DETERMINED BY THE PRESIDENT AND THE TWO CHAIRS OF THE PERSONNEL AND FINANCE COMMITTEE (BOTH INDEPENDENT PERSONS). THE DECISION IS EXPLAINED IN A WRITTEN DOCUMENT SUBMITTED BY THE PRESIDENT. FOR OTHER EMPLOYEES WITHIN THE BOARD APPROVED BUDGET, THE EXECUTIVE DIRECTOR DETERMINES THE COMPENSATION. A PERIODIC SALARY COMPARABILITY SURVEY IS CONDUCTED TO ASSIST WITH THE DETERMINATIONS. A COMPENSATION SURVEY WAS LAST CONDUCTED IN MARCH 2024. FORM 990, PART VI, SECTION C, LINE 19 UPON WRITTEN REQUEST, THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, FORM 990, AND AUDITED FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC. 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