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Nonprofiteer
← AMERICAS AGENDA HEALTHCARE EDUCATION FUND

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.

  • 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 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 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
  • 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
2023
Filed
14 November 2024
IRS schema version
2023v5.1
Source object
202433209349302278

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

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