2024-10-31T15:03:34-05:00 2023-12-31 541487262 MATTHEWS CARTER & BOYCE 12500 FAIR LAKES CIRCLE SUITE 260 FAIRFAX VA 22033 990 2023-01-01 521000466 CENTER FOR THE STUDY OF SERVICES CENT 2024543041 1625 K STREETNW FL 8 WASHINGTON DC 200061617 PAUL KALLAUR PRESIDENT 2023479612 2024-10-31 1 0 CHARLES R DEPPE P01300682 7032183600 2024-10-29 2023 2024-10-15 13:58:12Z CONSUMER'S CHECKBOOK MAGAZINE PAUL KALLAUR 1625 K STREETNW FL 8 WASHINGTON DC 200061617 31140410 0 X WWW.CHECKBOOK.ORG X 1974 DC RESEARCH, INVESTIGATE, DEVELOP INFORMATION,EDUCATE AND INFORM THE PUBLIC GOVERNMENT OFFICIALS, SERVICE PROVIDERS AND OTHERS DIRECTLY & THROUGH RELATIONSHIPS WITH OTHERS ON THE PERFORMANCE, QUALITY AVAILABILITY & COSTS OF SERVICE PROVIDERS, INCLUDING RETAILERS. 8 7 78 0 3081148 793302 1183558 1141054 23439997 26446099 1100 222225 79329 16322 24703984 27825700 0 0 0 0 9729043 10406005 0 0 147234 15131126 15555116 24860169 25961121 -156185 1864579 16992374 18138107 5748803 4684683 11243571 13453424 X RESEARCH, INVESTIGATE, DEVELOP INFORMATION,EDUCATE AND INFORM THE PUBLIC GOVERNMENT OFFICIALS,SERVICE PROVIDERS AND OTHERS DIRECTLY & THROUGH RELATIONSHIPS WITH OTHERS ON THE PERFORMANCE,QUALITY AVAILABILITY & COSTS OF SERVICE PROVIDERS, INCLUDING RETAILERS. 0 0 18021293 22148564 HEALTHCARE RESEARCH, EDUCATION, AND INFORMATION PROGRAM. THIS PROGRAM DOES SURVEYS, ANALYSIS, AND OTHER RESEARCH AND PROVIDES EDUCATION AND INFORMATION TO THE PUBLIC, GOVERNMENT, AND HEALTHCARE PROVIDERS TO IMPROVE CONSUMERS', PROVIDERS', PUBLIC POLICY LEADERS AND OTHERS' UNDERSTANDING AND INFORMATION ABOUT THE PERFORMANCE OF HEALTHCARE PROVIDERS SO THAT CONSUMERS AND OTHER APPROPRIATE PARTIES CAN MAKE APPROPRIATE PROVIDER CHOICES AND DEAL EFFECTIVELY WITH PROVIDERS, AND SO THAT PROVIDERS AND OTHER ORGANIZATIONS WILL BE ENABLED AND MOTIVATED TO WORK FOR QUALITY IMPROVEMENT. CSS/CHECKBOOK ALSO DESIGNED AND HOSTED DECISION SUPPORT TOOLS, WHICH SUPPORT CONSUMERS IN CHOOSING HEALTH PLANS BASED ON COST, PLAN QUALITY, AND PROVIDER PARTICIPATION WHEN PURCHASING ON PUBLIC OR PRIVATE EXCHANGES. WE CURRENTLY OFFER TOOLS IN RHODE ISLAND, MAINE, VERMONT, MASSACHUSETTS, WASHINGTON DC, OREGON, AND CALIFORNIA. 4404023 1216387 CHECKBOOK AND CHECKBOOK.ORG. THIS PROGRAM DOES SURVEYS, ANALYSIS, AND OTHER RESEARCH AND PROVIDES EDUCATION AND INFORMATION TO THE PUBLIC, GOVERNMENT, AND SERVICE PROVIDERS TO IMPROVE CONSUMERS', PROVIDERS', PUBLIC POLICY LEADERS AND OTHERS' UNDERSTANDING AND INFORMATION ABOUT THE PERFORMANCE OF SERVICE PROVIDERS SO THAT CONSUMERS AND OTHER APPROPRIATE PARTIES CAN MAKE APPROPRIATE PROVIDER CHOICES AND DEAL EFFECTIVELY WITH PROVIDERS, AND SO THAT PROVIDERS AND OTHER ORGANIZATIONS WILL BE ENABLED AND MOTIVATED TO WORK FOR QUALITY IMPROVEMENT. THIS PROGRAM ADDRESSES A WIDE RANGE OF SERVICES AND STORES, FROM AUTO INSURANCE COMPANIES TO PLUMBERS TO SUPERMARKETS TO FITNESS CLUBS TO ELECTRICIANS TO HOSPITAL EMERGENCY DEPARTMENTS. CSS/CHECKBOOK CONTINUED ITS ONGOING PUBLICATION OF CONSUMERS' CHECKBOOK MAGAZINE AND CHECKBOOK'S UPDATE NEWSLETTER IN SEVEN MAJOR METROPOLITAN AREAS (BOSTON, PHILADELPHIA, WASHINGTON-DC, CHICAGO, MINNEAPOLIS-ST. PAUL, SEATTLE, AND SAN FRANCISCO/OAKLAND/SAN JOSE), AND CONTINUED TO UPDATE AND EXPAND THE CHECKBOOK.ORG WEBSITE SERVING THESE AREAS. CSS/CHECKBOOK ALSO RESEARCHES, AUTHORS, AND PUBLISHES ARTICLES EDUCATING CONSUMERS SUCH AS THE ARTICLES "65 THINGS YOU (PROBABLY) SHOULDN'T PAY FOR AND "SALE PRICES ARE RARELY REAL DEALS". THE INFORMATION DIRECTLY REACHES ABOUT 86,000 INDIVIDUAL CHECKBOOK SUBSCRIBERS. FINDINGS AND ADVICE, AND LISTS OF TOP-RATED SERVICE FIRMS, WERE ALSO REPORTED IN NEWSPAPERS AND ON TV AND RADIO WITH DOZENS OF SEGMENTS ON MAJOR STATIONS IN THE VARIOUS MEDIA MARKETS. CSS/CHECKBOOK'S PUBLICATIONS CARRY NO ADVERTISING, DO NOT ALLOW USE OF THEIR NAME IN ADVERTISING, AND ACCEPT NO PAYMENTS FROM FIRMS THEY EVALUATE. THE ORGANIZATION'S EVALUATIONS ARE DONE RIGOROUSLY. FIRM SCORES ARE IN MANY CASES ARE BASED ON HUNDREDS OF SUCH RATINGS. IN ADDITION, VARIOUS OTHER EVALUATION METHODS ARE USED, INCLUDING MANY THOUSANDS OF PRICE CHECKS BY CHECKBOOK'S UNDERCOVER PRICE SHOPPERS, SURVEYS OF EXPERTS, ANALYSIS OF COMPLAINTS ON FILE AT CONSUMER AGENCIES, ANALYSIS OF GOVERNMENT DATA, ETC. CSS/CHECKBOOK PUBLISHED, IN PRINT AND ONLINE, A GUIDE TO HEALTH PLANS FOR FEDERAL EMPLOYEES WHICH IS SUBSCRIBED TO BY VARIOUS FEDERAL AGENCIES, UNIONS, AND ASSOCIATIONS FOR THEIR EMPLOYEES AND MEMBERS. 238547 238547 22425316 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 13 0 1 78 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 8 7 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 X THE ORGANIZATION 2023479612 1625 K STREETNW 8TH FLOOR WASHINGTON DC 20006 TOD HERBERS BOARD CHAIR 2.00 X 0 0 0 RANDALL SWISHER TREASURER 2.00 X X 0 0 0 KATHRINKA SLOAN BOARD MEMBER 2.00 X 0 0 0 JACK GILLIS BOARD MEMBER 2.00 X 0 0 0 ROBERT STUMBERG BOARD MEMBER 2.00 X 0 0 0 PAUL KALLAUR PRESIDENT 40.00 X X 462742 0 63358 ROBERT KRUGHOFF BOARD MEMBER & FORMER PRES 2.00 X X 0 0 0 JAMES GUEST BOARD MEMBER 2.00 X 0 0 0 PHYO WIN WEBMASTER 40.00 X 293000 0 39064 KEVIN BRASLER EXECUTIVE EDITOR 40.00 X 283024 0 56684 KEVIN MOSS DIRECTOR 40.00 X 174401 0 42354 JACQUELINE PEARCE-GARRETT DIRECTOR 40.00 X 210038 0 44071 DENSMORE ANDREA MANAGING EDITOR 2.00 X 183154 0 41779 PARKS MICHAEL SENIOR SURVEY DIRECTOR 2.00 X 193346 0 37839 DUFF ANDREW DIRECTOR OF IT COORDINATION 2.00 X 218500 0 42707 JULIE AMROMIN SENIOR SURVEY DIRECTOR 40.00 X 233731 0 24669 BURKEEN JEFFREY SENIOR SURVEY DIRECTOR 2.00 X 192346 0 30494 2444282 0 423019 11 0 1 0 RECONMR 135 S GUADALUPE STREET SAN MACROS TX 78666 TELEPHONE INTERVIEWING 1865773 ADAPT INC 5610 ROWLAND RD SUITE 160 MINNETONKA MN 55343 DATA ENTRY 864327 IRONWOOD INSIGHTS GROUP LLC 1795 E SCORPIO PLACE CHANDLER AZ 85249 TELEPHONE INTERVIEWING 656720 BIG EYE DIRECT 13860 REDSKIN DR HERNDON VA 20171 MAILING 648680 STREAMWORKS 3640 PHEASANT RIDGE DR NE BLAINE MN 55449 MAILING 589689 19 1141054 1141054 HEALTH RESEARCH EDUCATION & INFOR 524298 25229712 22148564 3081148 SUSCRIPTION 900099 1135112 1135112 AUTOMOBILE INFORMATION 900099 81275 81275 26446099 17771 0 17771 17771 17771 3536935 3314710 222225 222225 222225 OTHER INCOME 900099 -1449 -1449 -1449 27825700 23603498 3081148 0 1668737 1424957 239988 3792 6921188 5910097 995365 15726 503455 429907 72404 1144 706012 602874 101534 1604 606613 517995 87240 1378 25025 2198 22827 83033 345 82688 85274 6533 78741 37064 31552 5512 136546 109454 27092 1301962 985372 308084 8506 467007 467007 72826 49550 22903 373 569169 296736 272433 42665 42665 99049 99049 POSTAGE 4572329 4516267 372 55690 TELEPHONE INTERVIEWING 3582541 3548688 33853 0 MAIL SERVICES 1718218 1692485 3628 22105 PRINTING 1584062 1570177 13885 1178346 730129 425186 23031 25961121 22425316 3388571 147234 6893749 4224493 3416598 6940749 5107232 5781613 46726 44571 110178 178726 1018949 933566 114177 85383 1303714 882572 16992374 18138107 1884959 1619276 2322246 2016446 1541598 1048961 5748803 4684683 X 11243571 13453424 11243571 13453424 16992374 18138107 1864579 11917 333357 0 X X 0 1 X 1 0 X 899758 1226324 1209296 1183558 1141054 5659990 14882156 15655587 19339121 19765486 23364951 93007301 15781914 16881911 20548417 20949044 24506005 98667291 0 0 0 98667291 20092 22551 -1271 25953 17771 85096 20092 22551 -1271 25953 17771 85096 867971 1000410 966722 3674511 3081148 9590762 6972 69123 1888122 53376 -1449 2016144 16676949 17973995 23401990 24702884 27603475 110359293 0.89410 0.90380 0.00080 0.00100 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 316104 314650 1454 262108 245814 16294 440737 373102 67635 85383 OPERATING LEASE LIABILITY 1044961 DEPOSIT HELD 4000 1048961 X 27837617 11917 11917 27825700 0 27825700 25961121 0 25961121 0 25961121 PART X, LINE 2: U.S. GAAP REQUIRES MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE CENTER AND RECOGNIZE AN ADJUSTMENT TO NET ASSETS IF THE CENTER HAS TAKEN AN UNCERTAIN TAX POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY TAXING AUTHORITIES. MANAGEMENT HAS EVALUATED THE CENTER'S TAX POSITIONS AND CONCLUDED THAT THERE ARE NO UNCERTAIN TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE AN ADJUSTMENT TO NET ASSETS OR DISCLOSURE IN THE FINANCIAL STATEMENTS. 0 0 0 0 0 0 0 0 0 PAUL KALLAUR PRESIDENT 442861 0 19881 0 0 0 36000 0 27358 0 526100 0 0 0 KEVIN BRASLER EXECUTIVE EDITOR 283024 0 0 0 0 0 28302 0 28382 0 339708 0 0 0 PHYO WIN WEBMASTER 293000 0 0 0 0 0 29300 0 9764 0 332064 0 0 0 DUFF ANDREW DIRECTOR OF IT COORDINATION 218500 0 0 0 0 0 21850 0 20857 0 261207 0 0 0 JULIE AMROMIN SENIOR SURVEY DIRECTOR 233731 0 0 0 0 0 23373 0 1296 0 258400 0 0 0 JACQUELINE PEARCE-GARRETT DIRECTOR 198038 0 12000 0 0 0 21003 0 23068 0 254109 0 0 0 PARKS MICHAEL SENIOR SURVEY DIRECTOR 193346 0 0 0 0 0 19336 0 18503 0 231185 0 0 0 DENSMORE ANDREA MANAGING EDITOR 183154 0 0 0 0 0 18315 0 23464 0 224933 0 0 0 BURKEEN JEFFREY SENIOR SURVEY DIRECTOR 192346 0 0 0 0 0 19235 0 11259 0 222840 0 0 0 KEVIN MOSS DIRECTOR 166798 0 7603 0 0 0 17440 0 24914 0 216755 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B STARTING IN 2021, FORM 990 IS PREPARED BY AN OUTSIDE CPA FIRM. FOR FY 2023, THE REPORTS ARE COMPLETED USING AUDITED FINANCIALS PREPARED BY CSS'S ACCOUNTING CONSULTANTS. THE FINANCIALS AS WELL AS THE 990 WERE REVIEWED BY THE PRESIDENT AND THE DIRECTOR OF OPERATIONS FOR REASONABLENESS. A COMPLETE COPY OF THIS FORM WAS PROVIDED TO ALL MEMBERS OF THE GOVERNING BODY.R FORM 990, PART VI, SECTION B, LINE 12C CSS HAS HAD A WRITTEN CONFLICT OF INTEREST POLICY THAT IS SHARED WITH ALL STAFF ON HIRE AN ANNUALLY THEREAFTER. ANNUALLY, BOARD OF DIRECTORS AND STAFF ARE ASKED TO FILL OUT A CONFLICT OF INTEREST FORM AND ANY POTENTIAL CONFLICTS ARE DISCUSSED AND ADDRESSED BY UNCONFLICTED MEMBERS OF THE BOARD. FORM 990, PART VI, SECTION B, LINE 15A EACH YEAR, IN THE BOARD'S FINAL MEETING OF THE YEAR, THE BOARD DELIBERATES ON, AND SETS, THE COMPENSATION FOR THE ORGANIZATION'S PRESIDENT (CEO) FOR THE FOLLOWING YEAR. THE PRESIDENT IS NOT PRESENT FOR THESE DELIBERATIONS OR DECISIONS, AND NONE OF THE OTHER BOARD MEMBERS HAS A CONFLICT IN RELATION TO THE PRESIDENT'S COMPENSATION. THE BOARD'S DELIBERATIONS ON THIS MATTER HAVE TAKEN PLACE IN EXECUTIVE SESSION WITH NEITHER THE ORGANIZATION'S PRESIDENT NOR THE STAFF PERSON WHO RECORDS MINUTES OF THE REST OF THE BOARD MEETING PRESENT. THE BOARD'S POLICY IS TO CONTEMPORANEOUSLY DOCUMENT ITS DELIBERATIONS. FORM 990, PART VI, SECTION B, LINE 15B: THE ORGANIZATION'S PRESIDENT DETERMINES THE COMPENSATION OF ALL KEY EMPLOYEES OF THE ORGANIZATION. THERE ARE FOUR KEY EMPLOYEES AND THERE ARE NO PAID OFFICER'S OTHER THAN THE PRESIDENT. IN MAKING THESE COMPENSATION DETERMINATIONS, THE PRESIDENT CONSIDERS INFORMATION HE COLLECTS FROM IRS FORMS 990 FROM OTHER ORGANIZATIONS, SALARY BENCHMARKING DATA, HAS INFORMAL DISCUSSIONS WITH EXECUTIVES OF OTHER ORGANIZATIONS EMPLOYING PERSONS WITH SIMILAR SKILL SETS, ASSESSES EACH EMPLOYEE'S CONTRIBUTION TO THE ORGANIZATION, ASSESSES THE DISRUPTION TO THE ORGANIZATION THAT MIGHT RESULT FROM THE EMPLOYEE'S DEPARTURE, ASSESSES THE EMPLOYEE'S LEVEL OF EFFORT, ASSESSES THE EMPLOYEE'S FIT WITHIN THE ORGANIZATION'S CULTURE AND HIGH ETHICAL STANDARDS, AND CONSIDERS VARIOUS OTHER FACTORS. SALARY CHANGES ARE DOCUMENTS IN THE EMPLOYEE REVIEW PROCESS. FORM 990, PART VI, SECTION C, LINE 19 WE MAKE THE ORGANIZATION'S GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY AVAILABLE TO ANY MEMBER OF THE PUBLIC UPON WRITTEN REQUEST. WE DO NOT MAKE THE ORGANIZATION'S FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC, BUT WE WILL MAKE THE ORGANIZATION'S FORMS 990 AVAILABLE UPON WRITTEN REQUEST, ALTHOUGH WE PREFER, FOR CONVENIENCE, THAT MEMBERS OF THE PUBLIC GET FORMS 990 THROUGH GUIDESTAR.ORG. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.