Form 990 for tax year 2023
Filed by AMERICAS AGENDA HEALTHCARE EDUCATION FUND.
Totals
- Total revenue
- $322,414
- Total expenses
- $491,218
- Contributions and grants received
- $300,000
- Grants paid
- $2,800
- Program service revenue
- $0
- Investment income
- $22,414
- Other revenue
- $0
- Total assets, end of year
- $1,759,331
- Total liabilities, end of year
- $2,773,482
- Net assets or fund balances, end of year
- -$1,014,151
- Program services expenses (Part IX)
- $336,645
- Management and general expenses
- $116,237
- Fundraising expenses
- $38,336
- Program service expenses (Part III)
- $336,645
Program services were 68.5% 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.
-
1b · Membership dues
$300,000
-
3 · Investment income
total $22,414 · excluded $22,414
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $2,800 · program services $2,800
-
11b · Fees: legal
total $22,500 · management and general $22,500
-
11c · Fees: accounting
total $12,793 · management and general $12,793
-
11f · Fees: investment management
total $21 · management and general $21
-
11g · Fees: other
total $408,589 · program services $302,213 · management and general $71,754 · fundraising $34,622
-
13 · Office expenses
total $6,922 · program services $4,035 · management and general $2,311 · fundraising $576
-
16 · Occupancy
total $22,343 · program services $15,640 · management and general $4,469 · fundraising $2,234
-
17 · Travel
total $5,632 · program services $5,632
-
22 · Depreciation, depletion and amortization
total $337 · management and general $337
-
23 · Insurance
total $4,419 · program services $3,093 · management and general $884 · fundraising $442
-
24a · Other expenses: DUES AND SUBSCRIPTIONS
total $4,617 · program services $3,232 · management and general $923 · fundraising $462
-
24b · Other expenses: LICENSES AND PERMITS
total $245 · management and general $245
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 $1,416,449 · end of year $1,640,586
-
4 · Accounts receivable
end of year $100,000
-
9 · Prepaid expenses and deferred charges
beginning of year $2,672 · end of year $2,702
-
10a · Land, buildings and equipment: cost or other basis
$4,219
-
10b · Land, buildings and equipment: accumulated depreciation
$3,547
-
10c · Land, buildings and equipment, net
beginning of year $1,009 · end of year $672
-
11 · Investments: publicly traded securities
beginning of year $4,699 · end of year $5,371
-
17 · Accounts payable and accrued expenses
beginning of year $2,280,870 · end of year $2,773,482
-
27 · Net assets without donor restrictions
beginning of year -$846,041 · end of year -$1,014,151
Mission and programs · 2023
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.
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THE ACTIVITIES AND ACCOMPLISHMENTS LISTED BELOW ILLUSTRATE THE RANGE OF RESEARCH, POLICY ANALYSIS AND DEVELOPMENT, AND EDUCATIONAL WORK THE AMERICA'S AGENDA HEALTHCARE EDUCATION FUND ("AAHEF") UNDERTOOK DURING 2023 TO ADVANCE OUR MISSION OF ASSURING ACCESS TO AFFORDABLE, HIGH-QUALITY HEALTH CARE FOR ALL AMERICANS: 1.RESEARCH & POLICY DEVELOPMENT - DURING 2023, AAHEF COORDINATED RESEARCH WITH HEALTH POLICY RESEARCH PARTNERS PBM ACCOUNTABILITY PROJECT AND THREE AXIS ADVISORS TO ANALYZE AND ESTIMATE THE FINANCIAL IMPACT OF THE PRESCRIPTION DRUG MARKET REFORM PROPOSALS CURRENTLY UNDER CONSIDERATION IN THE 118TH CONGRESS, SPECIFICALLY: A) DELINKING OF PBM COMPENSATION FROM DRUG LIST PRICES, B) PBM STEERAGE TO PBM-AFFILIATED PHARMACIES, C) INCREASED TRANSPARENCY AROUND PBM COMPENSATION. THE ANALYSIS, PROJECTING SIGNIFICANT POTENTIAL SAVINGS TO BE DERIVED FROM THE FIRST PROPOSAL TO DELINK PBM COMPENSATION FROM PRESCRIPTION DRUG LIST PRICES INFORMED THE AAHEF MANAGING DIRECTOR AND CHIEF ECONOMIST DISCUSSIONS WITH CONGRESSIONAL BUDGET OFFICE ANALYSTS WHO SUBSEQUENTLY GAVE A POSITIVE SAVINGS SCORE TO THE SENATE FINANCE COMMITTEE DELINKING PROPOSAL.2.RESEARCH & POLICY BRIEFINGS - IN 2023, AAHEF CONDUCTED BRIEFINGS TO MEMBERS OF CONGRESS AND STAFFS OF VARIOUS CONGRESSIONAL COMMITTEES INCLUDING THE HOUSE OF REPRESENTATIVES ENERGY AND COMMERCE COMMITTEE, HOUSE OF REPRESENTATIVES WAYS AND MEANS COMMITTEE, AS WELL AS THE CONGRESSIONAL BUDGET OFFICE REGARDING AAHEF RESEARCH FINDINGS, EXPERIENCE IN STATE ENACTMENT AND IMPLEMENTATION AAHEF-DESIGNED REFORMS, AND THE AAHEF-DEVELOPED FEDERAL LEGISLATIVE FRAMEWORK FOR ENDING PBM PREDATORY PRICING. 3.PUBLIC EDUCATION - DURING 2023, THE AAHEF MANAGING DIRECTOR CONTINUED AN EXTENDED "MEDIA TOUR" IN WHICH HE WAS INTERVIEWED BY DOZENS OF TELEVISION AND RADIO JOURNALISTS AT STATIONS ACROSS THE COUNTRY ABOUT THE CAUSES OF SPIRALING COSTS OF PRESCRIOPTION MEDICINES AND POLICY SOLUTIONS THAT CAN MAKE PRESCRIPTION MEDICINES SUSTAINABLY AFFORDABLE FOR ALL AMERICANS. THE INTERVIEWS WERE BROADCAST AND ONLINE ARTICLES FEATURED EXTENSIVE QUOTES FROM THE INTERVIEWS. NEWSPAPERS SUCH AS THE DENVER POST RAN IN-DEPTH ARTICLES INFORMING LOCAL READERSHIPS ABOUT AAHEF-DESIGNED POLICY SOLUTIONS. TO SUPPLEMENT EARNED MEDIA ATTENTION TO AAHEF'S RESEARCH AND POLICY DEVELOPMENT, THE AAHEF'S LABOR & EMPLOYER HEALTHCARE TRANSFORMATION PROJECT ("LEHTP") HAS DEVELOPED EDUCATIONAL MATERIALS ABOUT THE AAHEF-DEVELOPED POLICY SOLUTIONS AND DISSEMINATED INFORMATION ABOUT THEM THROUGH VARIOUS CHANNELS, INCLUDING PRINT PUBLICATIONS, EMAIL MESSAGE BLASTS, AND THE AMERICA'S AGENDA AND RELATED WEBSITES. 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 PRINCIPALS OF EFFECTIVE HEALTH CARE REFORM FRAMED NON-IDEOLOGICALLY AS COMMON-GROUND, BIPARTISAN POLICY SOLUTIONS.
Expenses $336,645 · Grants $2,800
As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Mark C BlumMARK C BLUM
CEO
- Total calculated
- $369,295
- From this org
- $0
- From related orgs
- $304,644
- Other
- $64,651
- Hours/week
- 30 + 30 related
Schedule J breakdown matched by us
- Base
- $0 + $299,478 related
- Bonus
- $0
- Other
- $0 + $5,166 related
- Deferred
- $0 + $43,860 related
- Nontaxable benefits
- $0 + $20,791 related
- Filer's total
- $0 + $369,295 related
-
Douglas H DorityDOUGLAS H DORITY
CHAIRMAN
- Total calculated
- $222,610
- From this org
- $0
- From related orgs
- $179,656
- Other
- $42,954
- Hours/week
- 20 + 20 related
Schedule J breakdown matched by us
- Base
- $0 + $175,672 related
- Bonus
- $0
- Other
- $0 + $3,984 related
- Deferred
- $0 + $22,163 related
- Nontaxable benefits
- $0 + $20,791 related
- Filer's total
- $0 + $222,610 related
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Eric DeanERIC DEAN
SECRETARY/TREASURER
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Terrence O'SullivanTERRENCE O'SULLIVAN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
Joseph HuntJOSEPH 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.
-
AMERICAS AGENDA HEALTHCARE FOR ALL
501(C)(4) · ORGANIZE & EDUCATE FOR ACCESS TO AFFORDABLE HIGH-QUALITY HEALTHCARE · DC
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 14 November 2024
- IRS schema version
- 2023v5.1
- Source object
- 202433209349302278
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