efile Public Visual Render
ObjectId: 201502129349301030 - Submission: 2015-07-31
TIN: 41-0682405
SCHEDULE C
(Form 990 or 990-EZ)
Department of the Treasury
Internal Revenue Service
Political Campaign and Lobbying Activities
For Organizations Exempt From Income Tax Under section 501(c) and section 527
Complete if the organization is described below.
Attach to Form 990 or Form 990-EZ.
Information about Schedule C (Form 990 or 990-EZ) and its instructions is at
www.irs.gov/form990
.
OMB No. 1545-0047
20
14
Open to Public
Inspection
If the organization answered "Yes" to Form 990, Part IV, Line 3, or Form 990-EZ, Part V, line 46 (Political Campaign Activities), then
Section 501(c)(3) organizations: Complete Parts I-A and B. Do not complete Part I-C.
Section 501(c) (other than section 501(c)(3)) organizations: Complete Parts I-A and C below. Do not complete Part I-B.
Section 527 organizations: Complete Part I-A only.
If the organization answered "Yes" to Form 990, Part IV, Line 4, or Form 990-EZ, Part VI, line 47 (Lobbying Activities), then
Section 501(c)(3) organizations that have filed Form 5768 (election under section 501(h)): Complete Part II-A. Do not complete Part II-B.
Section 501(c)(3) organizations that have NOT filed Form 5768 (election under section 501(h)): Complete Part II-B. Do not complete Part II-A.
If the organization answered "Yes" to Form 990, Part IV, Line 5 (Proxy Tax) (see separate instructions) or Form 990-EZ, Part V, line 35c (Proxy Tax) (see separate instructions), then
Section 501(c)(4), (5), or (6) organizations: Complete Part III.
Name of the organization
Hazelden Betty Ford Foundation
Employer identification number
41-0682405
Part I-A
Complete if the organization is exempt under section 501(c) or is a section 527 organization.
1
Provide a description of the organization’s direct and indirect political campaign activities in Part IV.
2
Political expenditures
......................................................................................................................
$
3
Volunteer hours
.............................................................................................................................
Part I-B
Complete if the organization is exempt under section 501(c)(3).
1
Enter the amount of any excise tax incurred by the organization under section 4955
................................
$
2
Enter the amount of any excise tax incurred by organization managers under section 4955
.......................
$
3
If the organization incurred a section 4955 tax, did it file Form 4720 for this year?
.........................................
Yes
No
4a
Was a correction made?
......................................................................................................................
Yes
No
b
If "Yes," describe in Part IV.
Part I-C
Complete if the organization is exempt under section 501(c), except section 501(c)(3).
1
Enter the amount directly expended by the filing organization for section 527 exempt function activities
...
$
2
Enter the amount of the filing organization's funds contributed to other organizations for section 527 exempt function activities
............................................................................................................................
$
3
Total exempt function expenditures. Add lines 1 and 2. Enter here and on Form 1120-POL, line 17b
...........
$
4
Did the filing organization file
Form 1120-POL
for this year?
...................................................................
Yes
No
5
Enter the names, addresses and employer identification number (EIN) of all section 527 political organizations to which the filing
organization made payments. For each organization listed, enter the amount paid from the filing organization’s funds. Also enter the amount of political contributions received that were promptly and directly delivered to a separate political organization, such as a separate segregated fund or a political action committee (PAC). If additional space is needed, provide information in Part IV.
(a)
Name
(b)
Address
(c)
EIN
(d)
Amount paid from filing organization's funds. If none, enter -0-.
(e)
Amount of political contributions received and promptly and directly delivered to a separate political organization. If none, enter -0-.
For Paperwork Reduction Act Notice, see the instructions for Form 990 or 990-EZ.
Cat. No. 50084S
Schedule C (Form 990 or 990-EZ) 2014
Page 2
Schedule C (Form 990 or 990-EZ) 2014
Page
2
Part II-A
Complete if the organization is exempt under section 501(c)(3) and filed Form 5768 (election under section 501(h)).
A
Check
if the filing organization belongs to an affiliated group (and list in Part IV each affiliated group member's name, address, EIN,
expenses, and share of excess lobbying expenditures).
B
Check
if the filing organization checked box A and "limited control" provisions apply.
Limits on Lobbying Expenditures
(The term "expenditures" means amounts paid or incurred.)
(a) Filing
organization's totals
(b) Affiliated group totals
1a
Total lobbying expenditures to influence public opinion (grass roots lobbying)
b
Total lobbying expenditures to influence a legislative body (direct lobbying)
c
Total lobbying expenditures (add lines 1a and 1b)
d
Other exempt purpose expenditures
e
Total exempt purpose expenditures (add lines 1c and 1d)
f
Lobbying nontaxable amount. Enter the amount from the following table in both columns.
If the amount on line 1e, column (a) or (b) is:
The lobbying nontaxable amount is:
Not over $500,000
20% of the amount on line 1e.
Over $500,000 but not over $1,000,000
$100,000 plus 15% of the excess over $500,000.
Over $1,000,000 but not over $1,500,000
$175,000 plus 10% of the excess over $1,000,000.
Over $1,500,000 but not over $17,000,000
$225,000 plus 5% of the excess over $1,500,000.
Over $17,000,000
$1,000,000.
g
Grassroots nontaxable amount (enter 25% of line 1f)
.................
h
Subtract line 1g from line 1a. If zero or less, enter -0-.
................
i
Subtract line 1f from line 1c. If zero or less, enter -0-.
................
j
If there is an amount other than zero on either line 1h or line 1i, did the organization file Form 4720
reporting section 4911 tax for this year?
.........................................................................................
Yes
No
4-Year Averaging Period Under section 501(h)
(Some organizations that made a section 501(h) election do not have to complete all of the five
columns below. See the separate instructions for lines 2a through 2f.)
Lobbying Expenditures During 4-Year Averaging Period
Calendar year (or fiscal year
beginning in)
(a)
2011
(b)
2012
(c)
2013
(d)
2014
(e)
Total
2a
Lobbying nontaxable amount
b
Lobbying ceiling amount
(150% of line 2a, column(e))
c
Total lobbying expenditures
d
Grassroots nontaxable amount
e
Grassroots ceiling amount
(150% of line 2d, column (e))
f
Grassroots lobbying expenditures
Schedule C (Form 990 or 990-EZ) 2014
Page 3
Schedule C (Form 990 or 990-EZ) 2014
Page
3
Part II-B
Complete if the organization is exempt under section 501(c)(3) and has NOT filed Form 5768 (election under section 501(h)).
For each "Yes" response to lines 1a through 1i below, provide in Part IV a detailed description of the lobbying activity.
(a)
Yes
No
(b)
Amount
1
During the year, did the filing organization attempt to influence foreign, national, state or local legislation, including any attempt to influence public opinion on a legislative matter or referendum, through the use of:
a
Volunteers?
.........................................
No
b
Paid staff or management (include compensation in expenses reported on lines 1c through 1i)?
....
Yes
c
Media advertisements?
....................................
No
d
Mailings to members, legislators, or the public?
.........................
Yes
2,671
e
Publications, or published or broadcast statements?
.......................
No
f
Grants to other organizations for lobbying purposes?
.......................
No
g
Direct contact with legislators, their staffs, government officials, or a legislative body?
........
Yes
43,999
h
Rallies, demonstrations, seminars, conventions, speeches, lectures, or any similar means?
......
Yes
365,454
i
Other activities?
..........................
No
j
Total. Add lines 1c through 1i
...............................
412,124
2a
Did the activities in line 1 cause the organization to be not described in section 501(c)(3)?
.....
No
b
If "Yes," enter the amount of any tax incurred under section 4912
.................
c
If "Yes," enter the amount of any tax incurred by organization managers under section 4912
.....
d
If the filing organization incurred a section 4912 tax, did it file Form 4720 for this year?
.......
Part III-A
Complete if the organization is exempt under section 501(c)(4), section 501(c)(5), or section 501(c)(6).
Yes
No
1
Were substantially all (90% or more) dues received nondeductible by members?
................
1
2
Did the organization make only in-house lobbying expenditures of $2,000 or less?
................
2
3
Did the organization agree to carry over lobbying and political expenditures from the prior year?
..........
3
Part III-B
Complete if the organization is exempt under section 501(c)(4), section 501(c)(5), or section 501(c)(6) and if either (a) BOTH Part III-A, lines 1 and 2, are answered "No" OR (b) Part III-A, line 3, is answered “Yes."
1
Dues, assessments and similar amounts from members
......................................................................
1
2
Section 162(e) nondeductible lobbying and political expenditures
(do not include amounts of political expenses for which the section 527(f) tax was paid).
a
Current year
.............................................................................................................................
2a
b
Carryover from last year
............................................................................................................
2b
c
Total
...........................................................................................................................................
2c
3
Aggregate amount reported in section 6033(e)(1)(A) notices of nondeductible section 162(e) dues
.
3
4
If notices were sent and the amount on line 2c exceeds the amount on line 3, what portion of the excess does the organization agree to carryover to the reasonable estimate of nondeductible lobbying and political expenditure next year?
......................................................................................................................
4
5
Taxable amount of lobbying and political expenditures (see instructions)
.........................................
5
Part IV
Supplemental Information
Provide the descriptions required for Part l-A, line 1; Part l-B, line 4; Part l-C, line 5; Part II-A (affiliated group list); Part II-A, lines 1 and 2 (see instructions), and Part ll-B, line 1. Also, complete this part for any additional information.
Return Reference
Explanation
Part II-B, Line 1:
In 2014, the effort to confront the growing prescription pain pill and heroin epidemic was a key initiative of Hazelden Betty Ford's Center for Public Advocacy. By informing audiences and key stakeholders about important issues like these, Hazelden Betty Ford's goal is to improve the formulation of policy at its earliest stage, thereby improving access to treatment for people in need and supporting their continued recovery after treatment. These efforts are coordinated through the organization's Center for Public Advocacy. The Center also supports each Hazelden Betty Ford facility, its employees and other interested stakeholders by responding to requests and providing them with information on relevant federal, state and local legislation. The Center participated in several public forums on the dangers of prescription painkiller misuse. The Center hosted some of these events and collaborated on others, providing speakers and information as part of our focus on influencing public perception and awareness through education about addiction, treatment and recovery. Hazelden Betty Ford's advocacy and policy efforts also focused on advocating for robust implementation of the federal "parity" law, which expands access to addiction treatment through private health care insurance. The "Paul Wellstone and Pete Domenici Mental Health and Addiction Equity Act" ends discrimination by insurance companies against people who need addiction treatment. The Center for Public Advocacy plays a leading role in the Parity Implementation Coalition (PIC), which advocates for expansive interpretations of the federal implementing regulations for the law. In conjunction with the PIC, the CPA produced an online "toolkit" that is posted on the Hazelden Betty Ford website to help people understand and access their rights under the law. The CPA also continues to monitor the implementation of the law. Ahead of implementation, Hazelden Betty Ford's Center for Public Advocacy produced an 8-page consumer brochure to inform patients, their families, businesses large and small and civic organizations about the changes in coverage. Hazelden Betty Ford was also active in the implementation of the Affordable Care Act (ACA). The new law contains a number of benefits for addiction consumers and providers. Hazelden Betty Ford is part of the Coalition for Whole Health, a group of addiction and mental health organizations that raised awareness of substance abuse treatment and recovery issues in the debate and during the implementation phase, as well as of state-based groups working to implement the federal law at the state level. In addition, the Hazelden Betty Ford Foundation hosts a free online Social Community, which provides an easily accessible forum for people all over the country and world to gather, gain information on addiction and recovery, and share with others their experience, strength and hope. Finally, the Center for Public Advocacy hosted free public screenings and discussions of the film The Anonymous People, which performs a public service for those in recovery from addiction by highlighting successful recovery stories and empowering those in recovery to speak out, share their own stories and advocate for recovery-favorable policies. The Social Community hosted a free online screening of the film as well. Over 5,700 people logged on to watch, and many of them participated in an online discussion after the film featuring several experts. Not all of the center's efforts were focused on national public policy. In Minnesota, Hazelden Betty Ford has played a leading role with state lawmakers in making the case for the efficacy and cost-effectiveness of substance abuse treatment in these tight budgetary times. Hazelden Betty Ford also argued for an increase in state alcohol taxes, with the proceeds to be used to prevent and treat alcohol abuse and addiction. In addition, the CPA hosted and participated in a recovery advocacy seminar in St. Paul. Hazelden Betty Ford regularly receives requests for information on addiction, treatment and recovery issues from federal, state and local legislatures and governments. Membership in associations related to the addiction field and the preservation of the services we provide allows Hazelden Betty Ford to join forces with others sharing similar concerns and interests. Hazelden Betty Ford tapped its resources to influence policy and public attitudes by engaging the news media and collaborating with grassroots community-based organizations across the country on local, state and federal policy issues. And under the direction of the Hazelden Betty Ford Speakers Bureau, which is part of the Center for Public Advocacy, a wide range of employees presented at events throughout the country on a broad range of subjects including drug trends, prevention, the opioid crisis, treatment advances, and recovery issues. Hazelden Betty Ford's Center for Public Advocacy advances these Guiding Principles: Addiction to alcohol and other drugs is a chronic illness and a public health problem affecting all Americans; addiction is a treatable illness with measurable outcomes of success, and Hazelden Betty Ford's treatment modality offers people the best opportunity to find lifelong recovery; standardized treatment outcomes are integral to ensuring that people receive proper care. These outcome standards must also help to define the treatment field's role in the continuum of health care services at the state and federal level; all people with addiction disease deserve to find recovery through a level of treatment and related services that is appropriate to meet their individual needs; the stigma of addiction is a major barrier to recovery; access to care will improve by ending discrimination against people with this illness.
Schedule C (Form 990 or 990EZ) 2014
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