Totals
- Total revenue
- $6,613,714
- Total expenses
- $8,681,392
- Contributions and grants received
- $5,091,806
- Grants paid
- $70,000
- Program service revenue
- $112,559
- Investment income
- $1,221,121
- Other revenue
- $188,228
- Total assets, end of year
- $38,170,722
- Total liabilities, end of year
- $14,131,484
- Net assets or fund balances, end of year
- $24,039,238
- Program services expenses (Part IX)
- $5,587,311
- Management and general expenses
- $2,437,951
- Fundraising expenses
- $656,130
- Program service expenses (Part III)
- $5,587,311
Program services were 64.4% 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
$5,091,806
-
2a · Program service revenue: CONFERENCE REGISTRATION
total $107,859 · related or exempt $107,859
-
2b · Program service revenue: HONORARIA
total $4,700 · related or exempt $4,700
-
3 · Investment income
total $444,800 · excluded $444,800
-
7a · Gross sales of assets other than inventory
securities $12,709,969 · other assets $4,958
-
7b · Less cost or other basis and sales expenses
securities $11,935,066 · other assets $3,540
-
7c · Gain or loss
securities $774,903 · other assets $1,418
-
7d · Net gain or loss
total $776,321 · excluded $776,321
-
11a · Other revenue: SUBLEASE REVENUE
total $133,129 · excluded $133,129
-
11b · Other revenue: ADMINISTRATIVE REVENUE
total $48,899 · excluded $48,899
-
11d · All other revenue
total $6,200 · excluded $6,200
-
11e · Other revenue, total
$188,228
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $70,000 · program services $70,000
-
5 · Compensation of officers, directors and key employees
total $1,158,113 · program services $859,120 · management and general $188,696 · fundraising $110,297
-
7 · Other salaries and wages
total $3,386,681 · program services $2,517,509 · management and general $546,078 · fundraising $323,094
-
8 · Pension plan contributions
total $164,499 · program services $122,220 · management and general $26,563 · fundraising $15,716
-
9 · Other employee benefits
total $429,133 · program services $314,074 · management and general $74,676 · fundraising $40,383
-
10 · Payroll taxes
total $362,893 · program services $269,625 · management and general $58,598 · fundraising $34,670
-
11b · Fees: legal
total $23,982 · program services $16,372 · management and general $6,796 · fundraising $814
-
11c · Fees: accounting
total $103,558 · program services $70,699 · management and general $29,343 · fundraising $3,516
-
11f · Fees: investment management
total $141,333 · management and general $141,333
-
11g · Fees: other
total $705,193 · program services $481,434 · management and general $199,813 · fundraising $23,946
-
12 · Advertising and promotion
total $55,991 · program services $48,456 · management and general $6,830 · fundraising $705
-
13 · Office expenses
total $173,469 · program services $104,301 · management and general $49,539 · fundraising $19,629
-
14 · Information technology
total $12,183 · program services $7,469 · management and general $3,755 · fundraising $959
-
16 · Occupancy
total $1,251,531 · program services $264,318 · management and general $953,273 · fundraising $33,940
-
17 · Travel
total $32,252 · program services $26,725 · management and general $4,588 · fundraising $939
-
19 · Conferences, conventions and meetings
total $150,333 · program services $124,569 · management and general $21,383 · fundraising $4,381
-
20 · Interest
total $1,129 · program services $936 · management and general $160 · fundraising $33
-
22 · Depreciation, depletion and amortization
total $209,517 · program services $143,830 · management and general $47,217 · fundraising $18,470
-
23 · Insurance
total $48,386 · program services $29,663 · management and general $14,914 · fundraising $3,809
-
24a · Other expenses: RECRUITING
total $98,912 · program services $33,674 · management and general $51,992 · fundraising $13,246
-
24b · Other expenses: TAXES & LICENSES
total $8,942 · program services $7,740 · management and general $1,090 · fundraising $112
-
24c · Other expenses: DUES & SUBSCRIPTIONS
total $4,339 · program services $2,855 · management and general $1,182 · fundraising $302
-
24d · Other expenses: BOARD EXPENSES
total $1,848 · program services $1,599 · management and general $226 · fundraising $23
-
24e · All other expenses
total $87,175 · program services $70,123 · management and general $9,906 · fundraising $7,146
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $1,153,058 · end of year $1,683,597
-
2 · Savings and temporary cash investments
beginning of year $395,118 · end of year $2,056,341
-
3 · Pledges and grants receivable
beginning of year $1,413,364 · end of year $614,000
-
4 · Accounts receivable
beginning of year $592,500 · end of year $710,310
-
9 · Prepaid expenses and deferred charges
beginning of year $240,794 · end of year $270,711
-
10a · Land, buildings and equipment: cost or other basis
$2,568,098
-
10b · Land, buildings and equipment: accumulated depreciation
$908,147
-
10c · Land, buildings and equipment, net
beginning of year $1,660,345 · end of year $1,659,951
-
11 · Investments: publicly traded securities
beginning of year $32,041,545 · end of year $22,906,606
-
15 · Other assets
beginning of year $252,590 · end of year $8,269,206
-
17 · Accounts payable and accrued expenses
beginning of year $578,019 · end of year $436,352
-
19 · Deferred revenue
beginning of year $373,832 · end of year $922,785
-
25 · Other liabilities
beginning of year $3,932,340 · end of year $12,772,347
-
27 · Net assets without donor restrictions
beginning of year $30,503,954 · end of year $22,319,393
-
28 · Net assets with donor restrictions
beginning of year $2,361,169 · end of year $1,719,845
Mission and programs · 2022
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.
-
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 $1,956,902 · Grants $20,000
-
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 $878,257
-
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 $802,301
-
HEALTH ACTION CONFERENCE, ORAL HEALTH, ADVOCACY, AND OTHER PROGRAMS
Expenses $1,949,851 · Grants $50,000 · Revenue $112,559
As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Frederick IsasiFREDERICK ISASI
EXECUTIVE DIRECTOR
- Total calculated
- $398,477
- From this org
- $364,645
- From related orgs
- $0
- Other
- $33,832
- Hours/week
- 40 + 2 related
Schedule J breakdown matched by us
- Base
- $364,645
- Bonus
- $0
- Other
- $0
- Deferred
- $21,850
- Nontaxable benefits
- $11,982
- Filer's total
- $398,477
-
Eliot FishmanELIOT FISHMAN
SR. DIR., HEALTH POLICY
- Total calculated
- $259,491
- From this org
- $202,979
- From related orgs
- $0
- Other
- $56,512
- Hours/week
- 40 + 3 related
Schedule J breakdown matched by us
- Base
- $202,979
- Bonus
- $0
- Other
- $0
- Deferred
- $15,025
- Nontaxable benefits
- $41,487
- Filer's total
- $259,491
-
Yasmin AbboudYASMIN ABBOUD
SR. DIR., FUNDRAISING
- Total calculated
- $217,937
- From this org
- $177,899
- From related orgs
- $0
- Other
- $40,038
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $177,899
- Bonus
- $0
- Other
- $0
- Deferred
- $9,687
- Nontaxable benefits
- $30,351
- Filer's total
- $217,937
-
Jennifer TaylorJENNIFER TAYLOR
SR. DIR., FEDERAL RELATIONS
- Total calculated
- $208,708
- From this org
- $170,074
- From related orgs
- $0
- Other
- $38,634
- Hours/week
- 40 + 10 related
Schedule J breakdown matched by us
- Base
- $170,074
- Bonus
- $0
- Other
- $0
- Deferred
- $12,785
- Nontaxable benefits
- $25,849
- Filer's total
- $208,708
-
Jon OlsonJON OLSON
SR. DIR., FINANCE & OPERATIONS
- Total calculated
- $200,801
- From this org
- $151,771
- From related orgs
- $0
- Other
- $49,030
- Hours/week
- 40 + 1 related
Schedule J breakdown matched by us
- Base
- $151,771
- Bonus
- $0
- Other
- $0
- Deferred
- $11,468
- Nontaxable benefits
- $37,562
- Filer's total
- $200,801
-
Jude McCartinJUDE MCCARTIN
CHIEF OF STAFF (FROM 2/2022)
- Total calculated
- $180,407
- From this org
- $178,241
- From related orgs
- $0
- Other
- $2,166
- Hours/week
- 40 + 3 related
Schedule J breakdown matched by us
- Base
- $178,241
- Bonus
- $0
- Other
- $0
- Deferred
- $0
- Nontaxable benefits
- $2,166
- Filer's total
- $180,407
-
Sophia TipoliSOPHIA TIPOLI
SR. DIR., HEALTH POLICY
- Total calculated
- $175,655
- From this org
- $141,311
- From related orgs
- $0
- Other
- $34,344
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $141,311
- Bonus
- $0
- Other
- $0
- Deferred
- $11,088
- Nontaxable benefits
- $23,256
- Filer's total
- $175,655
-
Sara LonardoSARA LONARDO
SR. DIR., COMMUNICATIONS
- Total calculated
- $171,927
- From this org
- $158,453
- From related orgs
- $0
- Other
- $13,474
- Hours/week
- 40 + 1 related
Schedule J breakdown matched by us
- Base
- $158,453
- Bonus
- $0
- Other
- $0
- Deferred
- $5,712
- Nontaxable benefits
- $7,762
- Filer's total
- $171,927
-
Gillian ShurlandGILLIAN SHURLAND
SR. DIR., TALENT & HAPPINESS
- Total calculated
- $167,751
- From this org
- $146,180
- From related orgs
- $0
- Other
- $21,571
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $146,180
- Bonus
- $0
- Other
- $0
- Deferred
- $10,442
- Nontaxable benefits
- $11,129
- Filer's total
- $167,751
-
Lisa ShapiroLISA SHAPIRO
ASST SECRETARY/SR. ADVISOR FOR STRATEGY & CHILDREN
- Total calculated
- $120,989
- From this org
- $83,400
- From related orgs
- $0
- Other
- $37,589
- Hours/week
- 18 + 0.5 related
-
Philippe VillersPHILIPPE VILLERS
PRESIDENT
- Total calculated
- $16,543
- From this org
- $16,460
- From related orgs
- $0
- Other
- $83
- Hours/week
- 20 + 1 related
-
Sister Simone CampbellSISTER SIMONE CAMPBELL
VICE PRESIDENT
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Maria LemusMARIA LEMUS
SECRETARY
- Total calculated
- $0
- Hours/week
- 1
-
Matt MorrisonMATT MORRISON
TREASURER
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Deborah BachrachDEBORAH BACHRACH
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Robert Crittenden MDROBERT CRITTENDEN MD
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Toby DouglasTOBY DOUGLAS
DIRECTOR (FROM 11/2022)
- Total calculated
- $0
- Hours/week
- 1
-
Rushika Fernandopulle MDRUSHIKA FERNANDOPULLE MD
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Samuel KarpSAMUEL KARP
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
James Kimmey MDJAMES KIMMEY MD
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
John KitzhaberJOHN KITZHABER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Latisha LatikerLATISHA LATIKER
DIRECTOR (FROM 11/2022)
- Total calculated
- $0
- Hours/week
- 1
-
Elena MarksELENA MARKS
DIRECTOR (FROM 11/2022)
- Total calculated
- $0
- Hours/week
- 1
-
Angela MonsonANGELA MONSON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Melanie PowellMELANIE 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
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
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
-
AXENE HEALTH PARTNERS LLC
$50,000
HEALTH COVERAGE
-
VACCINE EQUITY
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.
-
501(C)(4) · HEALTH CARE REFORM · DC
Directly controlled by FAMILIES USA FOUNDATION INC
Provenance
- Return type
- form_990
- Tax year
- 2022
- Filed
- 14 November 2023
- IRS schema version
- 2022v5.0
- Source object
- 202313189349315901
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
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