2023-11-14T11:23:28-06:00 2022-12-31 814319449 CALDWELL & ASSOCIATES LLC 8120 WOODMONT AVENUE 400 BETHESDA MD 20814 990 2022-01-01 452604332 COALITION TO TRANSFORM ADVANCED CARE COAL 2029092865 PO BOX 34364 WASHINGTON DC 20043 JONATHAN A BROYLES EXECUTIVE DIRECTOR 2029092865 2023-11-14 JONATHAN BROYLES XXX-XX-XXXX 1 WILLIAM J CALDWELL CPA P00187908 3019418090 2023-11-09 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z X JOHN T KOUTSOUMPAS PO BOX 34364 WASHINGTON DC 20043 1446227 0 X WWW.THECTAC.ORG X 2011 DC COALITION TO TRANSFORM ADVANCED CARE (C-TAC) IS A NON-PARTISAN GROUP OFPATIENT AND CONSUMER ADVOCACY GROUPS, HEALTH CARE PROFESSIONALS ANDPROVIDERS, PRIVATE SECTOR STAKEHOLDERS, FAITH-BASED ORGANIZATIONS, AND HEALTHCARE PAYERS. OUR VISION IS THAT ALL AMERICANS WITH ADVANCED ILLNESS, ESPECIALLY THE SICKEST AND THE MOST VULNERABLE, WILL RECEIVE COMPREHENSIVE, HIGH-QUALITY CARE THAT IS CONSISTENT WITH THEIR GOALS AND VALUES AND HONORS THEIR DIGNITY. THE C-TAC MISSION IS TO TRANSFORM ADVANCED ILLNESS CARE BY EMPOWERING CONSUMERS, CHANGING THE HEALTH CARE DELIVERY SYSTEM, IMPROVING PUBLIC AND PRIVATE POLICIES, AND ENHANCING PROVIDER CAPACITY. C-TAC OPERATES AS A VOLUNTEER-DRIVEN ORGANIZATION THROUGH WORKGROUPS AND COMMITTEES TO ACCOMPLISH ITS OVERARCHING GOALS. 15 15 8 0 0 0 1713223 1446227 0 0 0 0 0 0 1713223 1446227 0 0 0 0 595513 836625 0 0 312676 796950 1317016 1392463 2153641 320760 -707414 1595236 834760 76174 27378 1519062 807382 X ORGANIZATION'S MISSION OR MOST SIGNIFICANT ACTIVITIES COALITION TO TRANSFORM ADVANCED CARE (C-TAC) IS A NON-PARTISAN GROUP OF PATIENT AND CONSUMER ADVOCACY GROUPS, HEALTH CARE PROFESSIONALS AND PROVIDERS, PRIVATE SECTOR STAKEHOLDERS, FAITH-BASED ORGANIZATIONS, AND HEALTHCARE PAYERS. OUR VISION IS THAT ALL AMERICANS WITH ADVANCED ILLNESS, ESPECIALLY THE SICKEST AND THE MOST VULNERABLE, WILL RECEIVE COMPREHENSIVE, HIGH-QUALITY CARE THAT IS CONSISTENT WITH THEIR GOALS AND VALUES AND HONORS THEIR DIGNITY. THE C-TAC MISSION IS TO TRANSFORM ADVANCED ILLNESS CARE BY EMPOWERING CONSUMERS, CHANGING THE HEALTH CAREDELIVERY SYSTEM, IMPROVING PUBLIC AND PRIVATE POLICIES, AND ENHANCING PROVIDER CAPACITY. 0 0 585985 403478 COALITION ENGAGEMENT: C-TAC DEVELOPS AND DISSEMINATES PRACTICAL RESOURCES ON EFFECTIVE CARE MODELS, DRAWING ON THE EXPERIENCE OF HUNDREDS OF CLINICAL AND COMMUNITY LEADERS IN OUR LARGE, DIVERSE COALITION OF CONSUMER ADVOCATES, HEALTH PLANS, HEALTHCARE PROVIDERS, AND OTHER KEY STAKEHOLDERS. AS PART OF OUR COALITION ENGAGEMENT, WE HAVE A SPECIAL FOCUS ON SUPPORTING FAITH-COMMUNITY MODELS TO BUILD ALLIANCES BETWEEN TRUSTED FAITH LEADERS AND HEALTHCARE PROVIDERS TO ADDRESS DISPARITIES IN CARE. PILOTS OF THIS WORK ARE UNDERWAY IN LOUISVILLE (KY) AND WARD 7 (WASHINGTON, DC). 506594 352400 POLICY & ADVOCACY: IN COLLABORATION WITH OUR MEMBERS AND PARTNERS, C-TAC WORKS TO ENSURE THAT ALL INDIVIDUALS LIVING WITH SERIOUS ILLNESS, ESPECIALLY THOSE WHO ARE UNDERSERVED AND UNDER-RESOURCED, HAVE A HIGH QUALITY OF LIFE ON THEIR OWN TERMS. OUR CORE PRINCIPLES FOR CARE MODELS SERVE AS THE GUIDANCE IN OUR POLICY WORK. INCLUDED IN OUR PRINCIPLES IS OUR COMMITMENT TO ADVANCING EQUITY AND DISMANTLING SYSTEMIC BARRIERS TO HIGH QUALITY CARE FOR THOSE WITH SERIOUS ILLNESS, WHICH WE HAVE INTEGRATED INTO OUR THREE POLICY PRIORITIES: ADVANCE CARE PLANNING (ACP) AND SHARED DECISION-MAKING (SDM), COMMUNITY-BASED SUPPORTS AND SERVICES, AND STATE INNOVATION ON PALLIATIVE CARE. 407527 344699 SUMMIT: THE C-TAC NATIONAL SUMMIT ON ADVANCED ILLNESS CARE IS AN ANNUAL EVENT TO CONVENE PARTICIPANTS FROM MANY DISCIPLINES AND ORGANIZATIONS, REPRESENTING PATIENTS, FAMILIES, POLICY MAKERS, FAITH COMMUNITIES, MEDIA, AND HEALTH CARE PROFESSIONALS GATHERED TO LEARN AND DISCUSS THE NEEDED CHANGES IN OUR NATION'S CARE SYSTEM TO ASSURE THAT PEOPLE WITH ADVANCED ILLNESSES RECEIVE CARE CONSISTENT WITH THEIR VALUES AND WISHES. THE CONFERENCE HAS TWO GOALS: (1) TO CREATE A COMMON UNDERSTANDING AMONG PARTICIPANTS OF THE ISSUES, CHALLENGES, AND RANGE OF POSSIBLE SOLUTIONS; (2) TO CREATE A SHARED SENSE OF MISSION AND ACTION STEPS FOR ACHIEVING HIGH-QUALITY, ADVANCED ILLNESS CARE.PLEASE SEE OUR WEBSITE FOR A FULL POST SUMMIT REPORT. 1500106 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 28 0 1 8 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 15 15 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 0 0 0 0 X CALDWELL & COMPANY 3019418090 8120 WOODMONT AVE SUITE 400 BETHESDA MD 20814 J THOMAS KOUTSOUMPAS CO-CHAIR 15.00 X X 0 0 0 WILLIAM NOVELLI CO-CHAIR 20.00 X X 0 0 0 ALEXANDRA DRANE DIRECTOR 4.00 X 0 0 0 DAVID A JONES JR DIRECTOR 2.00 X 0 0 0 DOMINIC MOORE MD DIRECTOR 2.00 X 0 0 0 EDITH CLIFTON DIRECTOR 2.00 X 0 0 0 MARK GANZ DIRECTOR 3.00 X 0 0 0 HOANGMAI PHAM MD DIRECTOR 3.00 X 0 0 0 LOIS QUAM DIRECTOR 3.00 X 0 0 0 PATRICK COURNEYA DIRECTOR 3.00 X 0 0 0 MARK SCHOEBERL DIRECTOR 3.00 X 0 0 0 CHARLOTTE YEH DIRECTOR 3.00 X 0 0 0 RAVI PARIKH DIRECTOR 3.00 X 0 0 0 MARK STERLING DIRECTOR 3.00 X 0 0 0 JONATHAN A BROYLES EXECUTIVE DIRECTOR 40.00 X 130000 0 0 ALISHIA PARKHILL CHIEF STRATEGY OFFICER 40.00 X 117900 0 0 JENNIFER BLEMUR DIRECTOR OF POLICY & ADVOCACY 40.00 X 101200 0 0 349100 0 0 3 0 0 0 0 421250 1024977 1446227 1446227 0 0 0 X 153383 107040 46343 590182 326924 33635 229623 10550 10550 21749 21749 60761 60761 559790 476779 50011 33000 3109 3109 18960 18960 492061 458925 33136 6301 6301 78828 19027 58701 1100 15000 15000 41313 34946 4482 1885 81117 76465 3927 725 9935 9935 678 678 9596 9596 MISC TAXES & LICENSES 328 328 2153641 1500106 340859 312676 1230087 488801 91079 91079 272525 251400 8493 7626 1545 867 0 2613 1595236 834760 35000 0 41174 27378 76174 27378 X 1519062 807382 1519062 807382 1595236 834760 X -707414 -4266 X 0 0 0 X 2753844 2063210 1696327 1604468 1446227 9564076 2753844 2063210 1696327 1604468 1446227 9564076 9564076 9564076 1.00000 1.00000 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 8493 7626 867 867 CREDIT CARD PAYABLE 2547 PAYROLL TAXES PAYABLE 7395 OTHER PAYABLE 6982 401K PAYABLE 10454 27378 FORM 990, PART VI, SECTION B, LINE 11B COPY OF FORM 990 IS PROVIDED TO THE MEMBERS OF GOVERNING BODY FOR REVIEW BEFORE FILING. FORM 990, PART VI, SECTION B, LINE 12C WHEN THERE IS A POTENTIAL CONFLICT OF INTEREST, THE ISSUE IS RAISED IN PUBLIC AND A DISCUSSION ENSUES. IN THE LIMITED CASES WHEN THAT HAS HAPPENED, THE MEMBER WITH THE POTENTIAL CONFLICT RECUSES HIMSELF FROM VOTING. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART IX, LINE 11G PROGRAM INITIATIVE: PROGRAM SERVICE EXPENSES 51,398. MANAGEMENT AND GENERAL EXPENSES 33,136. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 84,534. NATIONAL SUMMIT: PROGRAM SERVICE EXPENSES 407,527. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 407,527. FORM 990, PART XI, LINE 9: PRIOR PERIOD ADJUSTMENT TO 401K ACCOUNT -4,266. PRIOR PERIOD DEPRECIATION