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Nonprofiteer
← FAMILIES U S A FOUNDATION INC

Form 990 for tax year 2023

Filed by FAMILIES U S A FOUNDATION INC.

Totals

Total revenue
$6,306,563
Total expenses
$9,389,586
Contributions and grants received
$4,765,412
Grants paid
$25,000
Program service revenue
$123,940
Investment income
$1,067,861
Other revenue
$349,350
Total assets, end of year
$36,805,784
Total liabilities, end of year
$13,330,460
Net assets or fund balances, end of year
$23,475,324
Program services expenses (Part IX)
$6,355,214
Management and general expenses
$2,391,092
Fundraising expenses
$643,280
Program service expenses (Part III)
$6,355,214

Program services were 67.7% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1f · All other contributions, gifts and grants

    $4,765,412

  • 2a · Program service revenue: CONFERENCE REGISTRATION

    total $122,890 · related or exempt $122,890

  • 2b · Program service revenue: HONORARIA

    total $1,050 · related or exempt $1,050

  • 3 · Investment income

    total $426,047 · excluded $426,047

  • 7a · Gross sales of assets other than inventory

    securities $7,527,096

  • 7b · Less cost or other basis and sales expenses

    securities $6,885,282

  • 7c · Gain or loss

    securities $641,814

  • 7d · Net gain or loss

    total $641,814 · excluded $641,814

  • 11a · Other revenue: SUBLEASE REVENUE

    total $298,849 · excluded $298,849

  • 11b · Other revenue: ADMINISTRATIVE REVENUE

    total $12,093 · excluded $12,093

  • 11d · All other revenue

    total $38,408 · excluded $38,408

  • 11e · Other revenue, total

    $349,350

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $25,000 · program services $25,000

  • 5 · Compensation of officers, directors and key employees

    total $1,784,704 · program services $1,395,594 · management and general $223,951 · fundraising $165,159

  • 7 · Other salaries and wages

    total $3,041,015 · program services $2,379,547 · management and general $379,817 · fundraising $281,651

  • 8 · Pension plan contributions

    total $158,882 · program services $124,537 · management and general $19,617 · fundraising $14,728

  • 9 · Other employee benefits

    total $353,489 · program services $274,537 · management and general $46,500 · fundraising $32,452

  • 10 · Payroll taxes

    total $385,277 · program services $301,992 · management and general $47,570 · fundraising $35,715

  • 11b · Fees: legal

    total $12,103 · program services $7,826 · management and general $3,981 · fundraising $296

  • 11c · Fees: accounting

    total $135,315 · program services $87,498 · management and general $44,505 · fundraising $3,312

  • 11f · Fees: investment management

    total $136,005 · management and general $136,005

  • 11g · Fees: other

    total $700,275 · program services $452,817 · management and general $230,319 · fundraising $17,139

  • 12 · Advertising and promotion

    total $137,937 · program services $136,834 · management and general $474 · fundraising $629

  • 13 · Office expenses

    total $171,560 · program services $81,181 · management and general $67,879 · fundraising $22,500

  • 14 · Information technology

    total $95,615 · program services $63,329 · management and general $25,162 · fundraising $7,124

  • 16 · Occupancy

    total $1,266,287 · program services $265,830 · management and general $969,342 · fundraising $31,115

  • 17 · Travel

    total $68,835 · program services $57,726 · management and general $10,740 · fundraising $369

  • 19 · Conferences, conventions and meetings

    total $549,672 · program services $460,954 · management and general $85,769 · fundraising $2,949

  • 20 · Interest

    total $1,138 · program services $954 · management and general $178 · fundraising $6

  • 22 · Depreciation, depletion and amortization

    total $310,348 · program services $202,651 · management and general $83,909 · fundraising $23,788

  • 24a · Other expenses: RECRUITING

    total $51,684 · program services $33,402 · management and general $14,252 · fundraising $4,030

  • 24b · Other expenses: DUES & SUBSCRIPTIONS

    total $4,142 · program services $2,704 · management and general $1,121 · fundraising $317

  • 24c · Other expenses: BOARD EXPENSES

    total $303 · program services $301 · management and general $1 · fundraising $1

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $1,683,597 · end of year $702,933

  • 2 · Savings and temporary cash investments

    beginning of year $2,056,341 · end of year $326,399

  • 3 · Pledges and grants receivable

    beginning of year $614,000 · end of year $712,500

  • 4 · Accounts receivable

    beginning of year $710,310 · end of year $569,931

  • 9 · Prepaid expenses and deferred charges

    beginning of year $270,711 · end of year $327,961

  • 10a · Land, buildings and equipment: cost or other basis

    $2,678,142

  • 10b · Land, buildings and equipment: accumulated depreciation

    $1,160,586

  • 10c · Land, buildings and equipment, net

    beginning of year $1,659,951 · end of year $1,517,556

  • 11 · Investments: publicly traded securities

    beginning of year $22,906,606 · end of year $25,032,512

  • 15 · Other assets

    beginning of year $8,269,206 · end of year $7,615,992

  • 17 · Accounts payable and accrued expenses

    beginning of year $436,352 · end of year $513,212

  • 19 · Deferred revenue

    beginning of year $922,785 · end of year $1,215,979

  • 25 · Other liabilities

    beginning of year $12,772,347 · end of year $11,601,269

  • 27 · Net assets without donor restrictions

    beginning of year $22,319,393 · end of year $22,498,340

  • 28 · Net assets with donor restrictions

    beginning of year $1,719,845 · end of year $976,984

Mission and programs · 2023

Mission

OUR VISION IS A NATION WHERE THE BEST HEALTH AND HEALTH CARE ARE EQUALLY ACCESSIBLE AND AFFORDABLE TO ALL.

Activities or mission (Part I)

ENSURE THE BEST HEALTH AND ACCESS TO HIGH QUALITY, AFFORDABLE HEALTH CARE FOR ALL AMERICANS.

  • 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.

    Expenses $1,996,097

  • 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.

    Expenses $1,078,019

  • 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.

    Expenses $974,421 · Grants $15,000

  • HEALTH ACTION CONFERENCE, ORAL HEALTH, ADVOCACY, AND OTHER PROGRAMS EXPENSES

    Expenses $2,306,677 · Grants $10,000 · Revenue $123,940

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Frederick Isasi

    EXECUTIVE DIRECTOR

    Total calculated
    $456,780
    From this org
    $420,885
    From related orgs
    $0
    Other
    $35,895
    Hours/week
    37 + 3 related

    Schedule J breakdown matched by us

    Base
    $420,885
    Bonus
    $0
    Other
    $0
    Deferred
    $23,600
    Nontaxable benefits
    $12,295
    Filer's total
    $456,780

  • Jude McCartin

    CHIEF OF STAFF

    Total calculated
    $283,342
    From this org
    $264,883
    From related orgs
    $0
    Other
    $18,459
    Hours/week
    35 + 5 related

    Schedule J breakdown matched by us

    Base
    $264,883
    Bonus
    $0
    Other
    $0
    Deferred
    $16,080
    Nontaxable benefits
    $2,379
    Filer's total
    $283,342

  • Yasmin Abboud

    SR. DIR., FUNDRAISING

    Total calculated
    $241,031
    From this org
    $194,223
    From related orgs
    $0
    Other
    $46,808
    Hours/week
    40 + 0.1 related

    Schedule J breakdown matched by us

    Base
    $194,223
    Bonus
    $0
    Other
    $0
    Deferred
    $10,457
    Nontaxable benefits
    $36,351
    Filer's total
    $241,031

  • Jennifer Taylor

    SR. DIR., FEDERAL RELATIONS

    Total calculated
    $219,960
    From this org
    $181,735
    From related orgs
    $0
    Other
    $38,225
    Hours/week
    26 + 14 related

    Schedule J breakdown matched by us

    Base
    $181,735
    Bonus
    $0
    Other
    $0
    Deferred
    $13,565
    Nontaxable benefits
    $24,660
    Filer's total
    $219,960

  • Sophia Tripoli

    SR. DIR., HEALTH POLICY

    Total calculated
    $213,793
    From this org
    $164,150
    From related orgs
    $0
    Other
    $49,643
    Hours/week
    38 + 2 related

    Schedule J breakdown matched by us

    Base
    $164,150
    Bonus
    $0
    Other
    $0
    Deferred
    $12,686
    Nontaxable benefits
    $36,957
    Filer's total
    $213,793

  • Jon Olson

    SR. DIR., FINANCE & OPERATIONS

    Total calculated
    $213,069
    From this org
    $159,829
    From related orgs
    $0
    Other
    $53,240
    Hours/week
    40 + 0.2 related

    Schedule J breakdown matched by us

    Base
    $159,829
    Bonus
    $0
    Other
    $0
    Deferred
    $12,033
    Nontaxable benefits
    $41,207
    Filer's total
    $213,069

  • Staci Lofton

    SR. DIR., HEALTH EQUITY

    Total calculated
    $193,516
    From this org
    $170,677
    From related orgs
    $0
    Other
    $22,839
    Hours/week
    40 + 0.1 related

    Schedule J breakdown matched by us

    Base
    $170,677
    Bonus
    $0
    Other
    $0
    Deferred
    $8,240
    Nontaxable benefits
    $14,599
    Filer's total
    $193,516

  • Cheryl Fish-Parcham

    DIR., PRIVATE COVERAGE

    Total calculated
    $192,569
    From this org
    $148,172
    From related orgs
    $0
    Other
    $44,397
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $148,172
    Bonus
    $0
    Other
    $0
    Deferred
    $10,886
    Nontaxable benefits
    $33,511
    Filer's total
    $192,569

  • Yael Lehmann

    SR. DIR., STRATEGIC PARTNERSHIPS

    Total calculated
    $187,772
    From this org
    $172,341
    From related orgs
    $0
    Other
    $15,431
    Hours/week
    40 + 0.2 related

    Schedule J breakdown matched by us

    Base
    $172,341
    Bonus
    $0
    Other
    $0
    Deferred
    $1,548
    Nontaxable benefits
    $13,883
    Filer's total
    $187,772

  • Benjamin Anderson

    DEP. SR. DIR., HEALTH POLICY

    Total calculated
    $178,756
    From this org
    $144,392
    From related orgs
    $0
    Other
    $34,364
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $144,392
    Bonus
    $0
    Other
    $0
    Deferred
    $4,266
    Nontaxable benefits
    $30,098
    Filer's total
    $178,756

  • Gillian Shurland

    SR. DIR. TALENT & HAPPINESS

    Total calculated
    $172,590
    From this org
    $149,477
    From related orgs
    $0
    Other
    $23,113
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $149,477
    Bonus
    $0
    Other
    $0
    Deferred
    $11,247
    Nontaxable benefits
    $11,866
    Filer's total
    $172,590

  • Arielle Kane

    DIR., MEDICAID INITIATIVES

    Total calculated
    $140,131
    From this org
    $128,128
    From related orgs
    $0
    Other
    $12,003
    Hours/week
    40

  • Lisa Shapiro

    ASST SECRETARY (OUTGOING 2023)/SR. ADVISOR FOR STR

    Total calculated
    $74,577
    From this org
    $49,220
    From related orgs
    $0
    Other
    $25,357
    Hours/week
    18

  • Philippe Villers

    PRESIDENT EMERITUS

    Total calculated
    $16,490
    From this org
    $16,460
    From related orgs
    $0
    Other
    $30
    Hours/week
    20 + 1 related

  • Sister Simone Campbell

    PRESIDENT

    Total calculated
    $0
    Hours/week
    3 + 3 related

  • Deborah Bachrach

    VICE PRESIDENT

    Total calculated
    $0
    Hours/week
    3

  • Maria Lemus

    SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • Matt Morrison

    TREASURER

    Total calculated
    $0
    Hours/week
    3 + 3 related

  • Robert Crittenden MD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Toby Douglas

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Rushika Fernandopulle MD

    DIRECTOR (OUTGOING 2023)

    Total calculated
    $0
    Hours/week
    1

  • Samuel Karp

    DIRECTOR

    Total calculated
    $0
    Hours/week
    3

  • James Kimmey MD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    3

  • John Kitzhaber

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Latisha Latiker

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Elena Marks

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Angela Monson

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Melanie Powell

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 3 · Written employment contract
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

  • FAMILIES USA ACTION

    501(C)(4) · HEALTH CARE REFORM · DC

    Directly controlled by FAMILIES USA FOUNDATION INC

Provenance

Return type
form_990
Tax year
2023
Filed
13 November 2024
IRS schema version
2023v5.1
Source object
202443189349305074

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