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← AMERICAS AGENDA HEALTHCARE EDUCATION FUND

Form 990 for tax year 2022

Filed by AMERICAS AGENDA HEALTHCARE EDUCATION FUND.

Totals

Total revenue
$4,267
Total expenses
$421,724
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$0
Investment income
$4,267
Other revenue
$0
Total assets, end of year
$1,434,829
Total liabilities, end of year
$2,280,870
Net assets or fund balances, end of year
-$846,041
Program services expenses (Part IX)
$320,047
Management and general expenses
$64,611
Fundraising expenses
$37,066
Program service expenses (Part III)
$320,047

Program services were 75.9% 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.

  • 3 · Investment income

    total $4,267 · excluded $4,267

  • 4 · Income from investment of tax-exempt bond proceeds

    total $0

  • 5 · Royalties

    total $0

  • 6d · Net rental income or loss

    total $0

  • 7d · Net gain or loss

    total $0

  • 8c · Net income from fundraising events

    total $0

  • 9c · Net income from gaming

    total $0

  • 10c · Net income from sales of inventory

    total $0

  • 11e · Other revenue, total

    $0

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $0

  • 2 · Grants to domestic individuals

    total $0

  • 3 · Grants to foreign organizations and individuals

    total $0

  • 4 · Benefits paid to or for members

    total $0

  • 5 · Compensation of officers, directors and key employees

    total $0

  • 6 · Compensation of disqualified persons

    total $0

  • 7 · Other salaries and wages

    total $0

  • 8 · Pension plan contributions

    total $0

  • 9 · Other employee benefits

    total $0

  • 10 · Payroll taxes

    total $0

  • 11a · Fees: management

    total $0

  • 11b · Fees: legal

    total $0

  • 11c · Fees: accounting

    total $14,783 · management and general $14,783

  • 11d · Fees: lobbying

    total $0

  • 11e · Fees: professional fundraising services

    total $0

  • 11f · Fees: investment management

    total $23 · management and general $23

  • 11g · Fees: other

    total $375,414 · program services $297,155 · management and general $44,070 · fundraising $34,189

  • 12 · Advertising and promotion

    total $46 · management and general $46

  • 13 · Office expenses

    total $3,152 · program services $2,359 · management and general $456 · fundraising $337

  • 14 · Information technology

    total $0

  • 15 · Royalties

    total $0

  • 16 · Occupancy

    total $18,424 · program services $13,790 · management and general $2,664 · fundraising $1,970

  • 17 · Travel

    total $2,754 · program services $2,754

  • 18 · Travel or entertainment for public officials

    total $0

  • 19 · Conferences, conventions and meetings

    total $0

  • 20 · Interest

    total $0

  • 21 · Payments to affiliates

    total $0

  • 22 · Depreciation, depletion and amortization

    total $337 · program services $252 · management and general $49 · fundraising $36

  • 23 · Insurance

    total $4,395 · program services $3,290 · management and general $635 · fundraising $470

  • 24a · Other expenses: Bank Service Charges

    total $1,443 · management and general $1,443

  • 24b · Other expenses: dues & subscriptions

    total $597 · program services $447 · management and general $86 · fundraising $64

  • 24c · Other expenses: Licenses and Permits

    total $356 · management and general $356

  • 24e · All other expenses

    total $0

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $10,000 · end of year $10,000

  • 2 · Savings and temporary cash investments

    beginning of year $1,413,626 · end of year $1,416,449

  • 3 · Pledges and grants receivable

    end of year $0

  • 4 · Accounts receivable

    end of year $0

  • 5 · Loans and receivables from officers and key people

    end of year $0

  • 6 · Loans and receivables from disqualified persons

    end of year $0

  • 7 · Other notes and loans receivable

    end of year $0

  • 8 · Inventories for sale or use

    end of year $0

  • 9 · Prepaid expenses and deferred charges

    beginning of year $2,868 · end of year $2,672

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

    $4,219

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

    $3,210

  • 10c · Land, buildings and equipment, net

    beginning of year $1,346 · end of year $1,009

  • 11 · Investments: publicly traded securities

    beginning of year $7,585 · end of year $4,699

  • 12 · Investments: other securities

    end of year $0

  • 13 · Investments: program-related

    end of year $0

  • 14 · Intangible assets

    end of year $0

  • 15 · Other assets

    end of year $0

  • 17 · Accounts payable and accrued expenses

    beginning of year $1,861,146 · end of year $2,280,870

  • 27 · Net assets without donor restrictions

    beginning of year -$425,721 · end of year -$846,041

Mission and programs · 2022

Mission

To undertake policy development, public education, leadership training, research and analysis with regard to public policy to achieve affordable high quality health care for all Americans.

  • The activities and accomplishments listed below illustrate the range of research, policy analysis and development, and educational work The Americas Agenda Healthcare Education Fund (AAHEF) undertook during 2022 to advance our mission of assuring access to affordable, high-quality health care for all Americans: 1.Research & Policy Development Over the course of 2022, AAHEF research and policy analysis work of the past several years culminated in issuance of a detailed new set of policy principles titled Principles for Ending Predatory Pricing as the Hallmark of the PBM-Intermediated Prescription Drug Market: Framework for Federal & State Legislative Reform, or the Framework. The Framework was developed with the objective of introducing a comprehensive strategy for permanent correction of perverse incentives in the presecription drug marketplace that drive structural prescription drug hyperinflation and are fueled by structural conflicts of interest inherent in arbitrageur-dominated marketplaces such as the prescription drug market. The Framework is designed as a detailed set of guidelines for development of comprehensive federal and/or state prescription drug market reform legislation.2.Research & Policy Briefings In 2022, AAHEF initiated briefings to members of Congress and staffs of various congressional committees including the Seante Finance Committee and Senate Commerce Committees, regarding AAHEF research findings, experience in state enactment and implementation AAHEF-deigned reforms, and the newly-developed Principles for Ending Predatory Pricing as the Hallmark of the PBM-Intermediated Prescription Drug Market: Framework for Federal & State Legislative Reform. In addition, AAHEF initiated briefings on Framework principles to key policy-makers in states that had enacted earlier AAHEF-designed prescription drug market reforms. 3.Public Education - During 2022, the AAHEF managing director conducted an extended media tour in which he was interviewed by dozens television and radio stations and newspaper journalists in states across the the country concerning the reasons for prescrioption drug hyperinflation and policy solutions that can make prescription medicines sustainably affordable for all Americans. Broadcast news stories featuring those interviews included extensive quotes from those interviews. Newspapers such as the Minneapolis Star Tribune and Denver Post ran in-depth articles educating local readerships about AAHEF-designed policy solutions and quotes from the managing director interviews. To supplement such earned media attention to AAHEFs research and analysis, the AAHEFs Labor & Employer Healthcare Transforation Project (LEHTP), developed educational materials about the AAHEF-developed policy solutions and disseminated information about them them through various media, including print, broadcast, and online. LEHTP messaging focuses on education regarding common-sense principals framed non-ideologically as common-ground, bipartisan policy solutions. AAHEF-designed social media messaging features links to the Americas Agenda and related websites to enable online readers to take deeper educational dives.

    Expenses $320,047

As filed on the 2022 return.

Listed in Part VII

  • Mark C Blum

    CEO/Mg Dir

    Total calculated
    $368,860
    From this org
    $0
    From related orgs
    $291,706
    Other
    $77,154
    Hours/week
    30 + 30 related

    Schedule J breakdown matched by us

    Base
    not reported + $291,706 related
    Bonus
    not reported
    Other
    not reported
    Deferred
    not reported + $40,500 related
    Nontaxable benefits
    not reported + $36,654 related
    Filer's total
    not reported + $368,860 related
  • Douglas H Dority

    Chairman

    Total calculated
    $199,618
    From this org
    $0
    From related orgs
    $173,581
    Other
    $26,037
    Hours/week
    20 + 20 related

    Schedule J breakdown matched by us

    Base
    not reported + $173,581 related
    Bonus
    not reported
    Other
    not reported
    Deferred
    not reported + $26,037 related
    Nontaxable benefits
    not reported
    Filer's total
    not reported + $199,618 related
  • Eric Dean

    Secty-Treas

    Total calculated
    $0
    Hours/week
    1
  • Terrence O'Sullivan

    Director

    Total calculated
    $0
    Hours/week
    0
  • Joseph Hunt

    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

None.

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

The filer's explanations (Part III)

Part III, Additional Information
The organization reimburses a related organization for its share of personnel costs. See Schedule R and part IX of Form 990.

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

No itemized grants to organizations 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.

Provenance

Return type
form_990
Tax year
2022
Filed
15 November 2023
IRS schema version
2022v5.0
Source object
202323199349302712

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