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← FAMILIES U S A FOUNDATION INC

Form 990 for tax year 2024

Filed by FAMILIES U S A FOUNDATION INC.

Totals

Total revenue
$8,678,196
Total expenses
$8,913,867
Contributions and grants received
$5,278,914
Grants paid
$0
Program service revenue
$70,016
Investment income
$2,975,216
Other revenue
$354,050
Total assets, end of year
$35,162,008
Total liabilities, end of year
$11,842,022
Net assets or fund balances, end of year
$23,319,986
Program services expenses (Part IX)
$5,622,565
Management and general expenses
$2,664,497
Fundraising expenses
$626,805
Program service expenses (Part III)
$5,622,565

Program services were 63.1% 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

    $5,278,914

  • 2a · Program service revenue: CONFERENCE REGISTRATION

    total $67,916 · related or exempt $67,916

  • 2b · Program service revenue: HONORARIA

    total $2,100 · related or exempt $2,100

  • 3 · Investment income

    total $444,619 · excluded $444,619

  • 7a · Gross sales of assets other than inventory

    securities $3,555,078

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

    securities $1,024,222 · other assets $259

  • 7c · Gain or loss

    securities $2,530,856 · other assets -$259

  • 7d · Net gain or loss

    total $2,530,597 · excluded $2,530,597

  • 11a · Other revenue: SUBLEASE REVENUE

    total $304,344 · excluded $304,344

  • 11d · All other revenue

    total $49,706 · excluded $49,706

  • 11e · Other revenue, total

    $354,050

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $1,838,995 · program services $1,401,927 · management and general $274,734 · fundraising $162,334

  • 7 · Other salaries and wages

    total $2,912,745 · program services $2,222,383 · management and general $433,026 · fundraising $257,336

  • 8 · Pension plan contributions

    total $153,830 · program services $117,558 · management and general $22,659 · fundraising $13,613

  • 9 · Other employee benefits

    total $445,707 · program services $337,460 · management and general $69,168 · fundraising $39,079

  • 10 · Payroll taxes

    total $406,321 · program services $310,514 · management and general $59,851 · fundraising $35,956

  • 11b · Fees: legal

    total $25,599 · program services $12,603 · management and general $12,173 · fundraising $823

  • 11c · Fees: accounting

    total $153,110 · program services $75,388 · management and general $72,800 · fundraising $4,922

  • 11f · Fees: investment management

    total $126,304 · management and general $126,304

  • 11g · Fees: other

    total $722,946 · program services $355,963 · management and general $343,741 · fundraising $23,242

  • 12 · Advertising and promotion

    total $15,598 · program services $7,198 · management and general $7,936 · fundraising $464

  • 13 · Office expenses

    total $180,614 · program services $48,163 · management and general $114,219 · fundraising $18,232

  • 14 · Information technology

    total $163,897 · program services $94,116 · management and general $59,742 · fundraising $10,039

  • 16 · Occupancy

    total $1,164,492 · program services $268,154 · management and general $865,286 · fundraising $31,052

  • 17 · Travel

    total $77,540 · program services $50,804 · management and general $25,484 · fundraising $1,252

  • 19 · Conferences, conventions and meetings

    total $134,993 · program services $88,457 · management and general $44,357 · fundraising $2,179

  • 20 · Interest

    total $573 · program services $375 · management and general $189 · fundraising $9

  • 22 · Depreciation, depletion and amortization

    total $262,673 · program services $162,276 · management and general $81,604 · fundraising $18,793

  • 23 · Insurance

    total $60,489 · program services $33,655 · management and general $22,937 · fundraising $3,897

  • 24a · Other expenses: RECRUITING

    total $42,670 · program services $23,742 · management and general $16,179 · fundraising $2,749

  • 24b · Other expenses: DUES & SUBSCRIPTIONS

    total $3,135 · program services $1,838 · management and general $1,108 · fundraising $189

  • 24c · Other expenses: BOARD EXPENSES

    total $839 · program services $386 · management and general $428 · fundraising $25

  • 24d · Other expenses: TAXES & LICENSES

    total $123 · program services $57 · management and general $62 · fundraising $4

  • 24e · All other expenses

    total $20,674 · program services $9,548 · management and general $10,510 · fundraising $616

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $702,933 · end of year $459,346

  • 2 · Savings and temporary cash investments

    beginning of year $326,399 · end of year $588,753

  • 3 · Pledges and grants receivable

    beginning of year $712,500 · end of year $596,432

  • 4 · Accounts receivable

    beginning of year $569,931 · end of year $490,043

  • 9 · Prepaid expenses and deferred charges

    beginning of year $327,961 · end of year $380,877

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

    $2,685,251

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

    $1,419,440

  • 10c · Land, buildings and equipment, net

    beginning of year $1,517,556 · end of year $1,265,811

  • 11 · Investments: publicly traded securities

    beginning of year $25,032,512 · end of year $24,774,661

  • 15 · Other assets

    beginning of year $7,615,992 · end of year $6,606,085

  • 17 · Accounts payable and accrued expenses

    beginning of year $513,212 · end of year $603,980

  • 19 · Deferred revenue

    beginning of year $1,215,979 · end of year $920,517

  • 25 · Other liabilities

    beginning of year $11,601,269 · end of year $10,317,525

  • 27 · Net assets without donor restrictions

    beginning of year $22,498,340 · end of year $22,553,930

  • 28 · Net assets with donor restrictions

    beginning of year $976,984 · end of year $766,056

Mission and programs · 2024

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 $1,813,666

  • 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 $1,419,873

  • 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 $1,057,432

  • Expenses $1,331,594 · Revenue $70,016

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

Listed in Part VII

  • YAEL LEHMANN

    CHIEF ADMINISTRATIVE OFFICER

    Total calculated
    $310,907
    From this org
    $273,434
    From related orgs
    $0
    Other
    $37,473
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $273,434
    Bonus
    $0
    Other
    $0
    Deferred
    $19,669
    Nontaxable benefits
    $17,804
    Filer's total
    $310,907

  • YASMIN ABBOUD

    SR. DIR., DEVELOPMENT

    Total calculated
    $253,540
    From this org
    $202,000
    From related orgs
    $0
    Other
    $51,540
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $202,000
    Bonus
    $0
    Other
    $0
    Deferred
    $10,862
    Nontaxable benefits
    $40,678
    Filer's total
    $253,540

  • JENNIFER TAYLOR

    SR. DIR., GOVERNMENT RELATIONS

    Total calculated
    $240,028
    From this org
    $192,314
    From related orgs
    $0
    Other
    $47,714
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $192,314
    Bonus
    $0
    Other
    $0
    Deferred
    $14,339
    Nontaxable benefits
    $33,375
    Filer's total
    $240,028

  • JON OLSON

    SR. DIR., FINANCE & OPERATIONS

    Total calculated
    $234,102
    From this org
    $170,955
    From related orgs
    $0
    Other
    $63,147
    Hours/week
    40 + 0.2 related

    Schedule J breakdown matched by us

    Base
    $170,955
    Bonus
    $0
    Other
    $0
    Deferred
    $12,914
    Nontaxable benefits
    $50,233
    Filer's total
    $234,102

  • SOPHIA TRIPOLI

    SR. DIR., HEALTH POLICY

    Total calculated
    $226,385
    From this org
    $174,674
    From related orgs
    $0
    Other
    $51,711
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $174,674
    Bonus
    $0
    Other
    $0
    Deferred
    $13,455
    Nontaxable benefits
    $38,256
    Filer's total
    $226,385

  • STACI LOFTON

    SR. DIR., HEALTH EQUITY

    Total calculated
    $214,150
    From this org
    $182,218
    From related orgs
    $0
    Other
    $31,932
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $182,218
    Bonus
    $0
    Other
    $0
    Deferred
    $13,469
    Nontaxable benefits
    $18,463
    Filer's total
    $214,150

  • BENJAMIN ANDERSON

    DEP. SR. DIR., HEALTH POLICY

    Total calculated
    $203,420
    From this org
    $156,133
    From related orgs
    $0
    Other
    $47,287
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $156,133
    Bonus
    $0
    Other
    $0
    Deferred
    $12,249
    Nontaxable benefits
    $35,038
    Filer's total
    $203,420

  • DEBORAH SARTIN

    DEP. SR. DIR., PMO & IT

    Total calculated
    $201,637
    From this org
    $175,855
    From related orgs
    $0
    Other
    $25,782
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $155,515
    Bonus
    $20,340
    Other
    $0
    Deferred
    $5,538
    Nontaxable benefits
    $20,244
    Filer's total
    $201,637

  • GILLIAN SHURLAND

    SR. DIR., TALENT AND HAPPINESS

    Total calculated
    $194,962
    From this org
    $167,128
    From related orgs
    $0
    Other
    $27,834
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $167,128
    Bonus
    $0
    Other
    $0
    Deferred
    $12,419
    Nontaxable benefits
    $15,415
    Filer's total
    $194,962

  • ANTHONY WRIGHT

    EXECUTIVE DIRECTOR (INCOMING 2024)

    Total calculated
    $176,613
    From this org
    $163,605
    From related orgs
    $0
    Other
    $13,008
    Hours/week
    37 + 3 related

    Schedule J breakdown matched by us

    Base
    $163,605
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $13,008
    Filer's total
    $176,613

  • JANE SHEEHAN

    DEP. SR. DIR., FEDERAL RELATIONS

    Total calculated
    $171,564
    From this org
    $149,568
    From related orgs
    $0
    Other
    $21,996
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $149,568
    Bonus
    $0
    Other
    $0
    Deferred
    $11,070
    Nontaxable benefits
    $10,926
    Filer's total
    $171,564

  • SUSAN AXLEROAD

    DIR., GRANTS MANAGEMENT (OUTGOING 2024)

    Total calculated
    $168,410
    From this org
    $134,742
    From related orgs
    $0
    Other
    $33,668
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $134,742
    Bonus
    $0
    Other
    $0
    Deferred
    $9,406
    Nontaxable benefits
    $24,262
    Filer's total
    $168,410

  • TASHA MCKENZIE

    DEP. SR. DIR., STRATEGIC PARTNERSHIPS

    Total calculated
    $157,134
    From this org
    $139,511
    From related orgs
    $0
    Other
    $17,623
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $132,598
    Bonus
    $6,913
    Other
    $0
    Deferred
    $592
    Nontaxable benefits
    $17,031
    Filer's total
    $157,134

  • PHILIPPE VILLERS

    PRESIDENT EMERITUS

    Total calculated
    $21,313
    From this org
    $20,254
    From related orgs
    $0
    Other
    $1,059
    Hours/week
    20 + 1 related

  • SISTER SIMONE CAMPBELL

    PRESIDENT

    Total calculated
    $0
    Hours/week
    3 + 1 related

  • DEBORAH BACHRACH

    VICE PRESIDENT

    Total calculated
    $0
    Hours/week
    1

  • 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

    Total calculated
    $0
    Hours/week
    1

  • SAMUEL KARP

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • JAMES KIMMEY MD

    DIRECTOR (OUTGOING 2024)

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • JOHN KITZHABER

    DIRECTOR (OUTGOING 2024)

    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
    3 + 3 related

  • 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

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.

  • FAMILIES USA ACTION

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

    Directly controlled by FAMILIES USA FOUNDATION INC

Provenance

Return type
form_990
Tax year
2024
Filed
7 November 2025
IRS schema version
2024v5.2
Source object
202523119349303152

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