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Nonprofiteer
← AMERICAS AGENDA HEALTHCARE EDUCATION FUND

Form 990 for tax year 2024

Filed by AMERICAS AGENDA HEALTHCARE EDUCATION FUND.

Totals

Total revenue
$175,820
Total expenses
$439,168
Contributions and grants received
$150,000
Grants paid
$0
Program service revenue
$0
Investment income
$25,820
Other revenue
$0
Total assets, end of year
$1,682,838
Total liabilities, end of year
$2,960,337
Net assets or fund balances, end of year
-$1,277,499
Program services expenses (Part IX)
$323,756
Management and general expenses
$83,299
Fundraising expenses
$32,113
Program service expenses (Part III)
$323,756

Program services were 73.7% 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

    $150,000

  • 3 · Investment income

    total $25,820 · excluded $25,820

Functional expenses

Part IX, the statement of functional expenses.

  • 11c · Fees: accounting

    total $17,239 · management and general $17,239

  • 11g · Fees: other

    total $379,486 · program services $285,705 · management and general $62,521 · fundraising $31,260

  • 13 · Office expenses

    total $3,228 · program services $1,446 · management and general $1,575 · fundraising $207

  • 14 · Information technology

    total $34 · program services $24 · management and general $7 · fundraising $3

  • 16 · Occupancy

    total $32,081 · program services $32,081

  • 22 · Depreciation, depletion and amortization

    total $672 · management and general $672

  • 23 · Insurance

    total $5,934 · program services $4,154 · management and general $1,187 · fundraising $593

  • 24a · Other expenses: DUES AND SUBSCRIPTIONS

    total $287 · program services $201 · management and general $57 · fundraising $29

  • 24b · Other expenses: TAXES

    total $207 · program services $145 · management and general $41 · fundraising $21

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 $1,640,586 · end of year $1,665,245

  • 4 · Accounts receivable

    beginning of year $100,000 · end of year $0

  • 9 · Prepaid expenses and deferred charges

    beginning of year $2,702 · end of year $2,222

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

    $4,219

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

    $4,219

  • 10c · Land, buildings and equipment, net

    beginning of year $672 · end of year $0

  • 11 · Investments: publicly traded securities

    beginning of year $5,371 · end of year $5,371

  • 17 · Accounts payable and accrued expenses

    beginning of year $2,773,482 · end of year $2,960,337

  • 27 · Net assets without donor restrictions

    beginning of year -$1,014,151 · end of year -$1,277,499

Mission and programs · 2024

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 PROVIDE EXAMPLES OF THE RANGE OF HEALTH CARE ECONOMIC RESEARCH, POLICY DEVELOPMENT AND EDUCATIONAL WORK THE AMERICA'S AGENDA HEALTHCARE EDUCATION FUND ("AAHEF") UNDERTOOK DURING 2024 TO ADVANCE OUR MISSION OF ASSURING ACCESS TO AFFORDABLE, HIGH-QUALITY HEALTH CARE FOR ALL AMERICANS: 1. RESEARCH & POLICY DEVELOPMENT - IN 2024, AAHEF DEVELOPED A COMPREHENSIVE STATE PUBLIC AND PRIVATE SECTOR PRESCRIPTION DRUG AFFORDABILITY AND MARKET REFORM POLICY FOR THE STATE OF COLORADO. AAHEF PRESENTED LEADERS IN THE COLORADO STATE LEGISLATURE A PROPOSED REFORM POLICY FRAMEWORK TO ADDRESS SOARING PRESCRIPTION DRUG COST INFLATION AND A RANGE OF PUBLISHED RESEARCH AND ANALYSIS TO SUPPORT ITS RECOMMENDATION, AAHEF SUBSEQUENTLY RESPONDED TO LEGISLATORS' REQUESTS TO TRANSLATE THE PROPOSED POLICY FRAMEWORK AND RECOMMENDATIONS INTO DRAFT STATUTORY LANGUAGE THAT, IF ADOPTED INTO LAW, WOULD BECOME THE MOST FAR-REACHING PRESCRIPTION DRUG AFFORDABILITY AND MARKET REFORM STATUTE ENACTED, TO DATE, BY ANY STATE IN THE NATION. IN AUTIMN 2024, SPONSORING MEMBERS OF COLORADO HOUSE OF REPRESENTATIVE FILED AAHEF-DRAFTED PRESCRIPTION DRUG AFFORDABILITY RECOMMENDATIONS IN THE FORM OF A PROPOSED PRESCRIPTION DRUG MARKET REFORM BILL AND SECURED IT AS A PRIORITY FOR CONSIDERATION IN THE 2025 SESSION OF THE COLORADO LEGISLATURE. 2..PUBLIC EDUCATION - DURING 2024, AAHEF CONTINUED ITS PROGRAM OF RAISING PUBLIC AWARENESS OF THE CAUSES OF AND SOLUTIONS TO AMERICA'S HEALTH COST CRISIS BY CARRYING OUT A COMMUNICATIONS STRATEGY FOCUSED ON AMPLIFYING HIGH-IMPACT AAHEF AND 3RD PARTY RESEARCH COUPLED WITH PERSONAL STORIES OF FAMILIES AND PATIENTS FACED WITH HEALTH CARE AFFORDABILITY CHALLENGES. THE AAHEF MANAGING DIRECTOR HAS CONTINUED TO ENGAGE IN AN ONGOING NATIONWIDE MEDIA TOUR TO RAISE LOCAL LISTENER AND VIEWER UNDERSTANDING, THROUGH RADIO AND TV INTERVIEWS ACROSS THE COUNTRY DISCUSSING WHAT THE DRIVERS ARE OF RAPIDLY RISING PRESCRIPTION DRUG COSTS AND THE KINDS OF POLICIES SOLUTIONS THAT ACTUALLY OFFER PROMISE TO RESTORE AFFORDABILITY TO AMERICANS.3. LABOR & EMPLOYER HEALTHCARE TRANSFORMATION PROJECT ("LEHTP") - AAHEF'S LABOR & EMPLOYER HEALTHCARE TRANSFORMATION PROJECT PROVIDES EDICATION ABOUT AAHEF-DEVELOPED PUBLIC POLICY SOLUTIONS AND PROVIDES DIRECT SUPPORT TO EMPLOYER AND LABOR UNION EFFORTS TO ADOPT COMMON GROUND SOLUTIONS FOR RE-ENGINEERING HEALTH CARE DELIVERY AND BENEFITS DESIGN WITH THE PURPOSE OF SUBSTANTIALLY REDUCING HEALTH CARE COSTS FOR WORKING FAMILIES AND EMPLOYERS, WHILE IMPROVING HEALTH CARE OUTCOMES. LEHTP PROVIDES EDUCATIONAL MATERIALS ABOUT AAHEF-DEVELOPED AND 3RD PARTY POLICY AND PROGRAM SOLUTIONS, DISSEMINATING THIS INFORMATION THROUGH VARIOUS CHANNELS, INCLUDING PRINT PUBLICATIONS, ONLINE VIDEOS, EMAIL MESSAGE BLASTS. AAHEF-DESIGNED SOCIAL MEDIA MESSAGING FEATURES LINKS TO THE AMERICA'S AGENDA AND RELATED WEBSITES THAT ENABLE ONLINE READERS TO TAKE DEEPER EDUCATIONAL DIVES INTO HEALTH CARE REFORM ISSUES. LEHTP EDUCATIONAL WORK INCLUDES IN-PERSON PRESENTATIONS AT CONFERENCES AND BUSINESS AND UNION LEADERSHIP MEETINGS WHERE AAHEF PRESENTS COMMON-SENSE PRINCIPLES OF EFFECTIVE HEALTH CARE REFORM AND STRATEGIES FOR IMPLEMENTATION BY UNION AND EMPLOYER HEALTH PLAN SPONSORS. IN 2024, ONE LEHTP PROGRAM REACHED A NOTEWORTHY MILESTONE. FOR SEVERAL YEARS, LEHTP HAS PROVIDED HEALTH TRUST PLAN SPOSORS WITH RECOMMENDATIONS FOR SHIFTING FROM RELIANCE ON DIALYSIS FOR TREATING PLAN PARTICIPANTS DIAGNOSED WITH END-STAGE RENAL DISEASE (ESRD) TO A STRATEGY THAT WOULD EXPITE KIDNEY TRANSPLANTATION, WHERE MEDICALLY APPROPRIATE. AAHEF EDUCATED SELF-FUNDED HEALTH PLAN TRUSTEES ABOUT BETTER HEALTH OUTCOMES AND PROLONGUED LIFE EXPECTANCY WITH TRANSPLANTATION AND POTENTIAL OF CAPTURING SIGNIFICANT SAVINGS BY REDUCING NET COST OF CARE WITH TRANSPLATNTATION COMPARED TO COST OF PROLONGED PATIENT RELIANCE ON DIALYSIS. IN 2024, AAHEF EFFORTS THROUGH LEHTP CAME TO FRUITION WHEN A NEW YORK STATE UNION AND EMPLOYER HEALTH TRUST THAT HAD ADOPTED THE PROGRAM AUTHORIZED THE FIRST KDNEY TRANSPLANT FOR AN ESRD PATIENT UNDER THE TRUST'S NEW EXPEDITED TRANSPLANTATION PROGRAM. AAHEF IS GRATIFIED TO REPORT THAT THE OUTCOME WAS POSITIVE. LEHTP HAS RECOMMENDED A FOLLOW-UP INITIATIVE TO IDENTIFY POTENTIAL KIDNEY DISEASE PATIENTS EARLIER THROUGH AUTOMATED POPULATION HEALTH CLAIMS DATA REVIEW AND ENGAGE PATIENTS AT RISK OF ESRD EARLIER IN THE DISEASE TRAJECTORY WHEN THEY ARE RELATIVELY MORE HEALTHY, HEALTH OUTCOMES ARE PROSPECTIVELY BETTER, AND OVERALL HEALTH COST SAVINGS TO THE SELF-FUNDED UNION AND EMPLOYER TRUST ARE EVEN GREATER. PLANS ARE UNDERWAY TO IMPLEMENT THE EXPANDED LEHTP RECOMMENDATION IN 2025.

    Expenses $323,756

As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • MARK C BLUM

    CEO

    Total calculated
    $400,871
    From this org
    $0
    From related orgs
    $309,605
    Other
    $91,266
    Hours/week
    30 + 30 related

    Schedule J breakdown matched by us

    Base
    $0 + $309,605 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $46,441 related
    Nontaxable benefits
    $0 + $44,825 related
    Filer's total
    $0 + $400,871 related

  • DOUGLAS H DORITY

    CHAIRMAN

    Total calculated
    $213,591
    From this org
    $0
    From related orgs
    $185,731
    Other
    $27,860
    Hours/week
    20 + 20 related

    Schedule J breakdown matched by us

    Base
    $0 + $185,731 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $27,860 related
    Nontaxable benefits
    $0
    Filer's total
    $0 + $213,591 related

  • ERIC DEAN

    SECRETARY/TREASURER

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • TERRENCE O'SULLIVAN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • JOSEPH HUNT

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 1 related

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)

FORM 990, SCHEDULE J, PART II
THE ORGANIZATION REIMBURSES AMERICA'S AGENDA: HEALTHCARE FOR ALL, 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
2024
Filed
6 November 2025
IRS schema version
2024v5.2
Source object
202503109349301530

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