Department of the Treasury Internal Revenue Service
Public Charity Status and Public Support
Complete if the organization is a section 501(c)(3) organization or a section
4947(a)(1) nonexempt charitable trust.
Attach to Form 990 or Form 990-EZ. See separate instructions. Information about Schedule A (Form 990 or 990-EZ) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2013
Open to Public Inspection
Name of the organization
TREATMENT ACTION GROUP INC
Employer identification number
13-3624785
Part I
Reason for Public Charity Status
(All organizations must complete this part.) See instructions.
The organization is not a private foundation because it is: (For lines 1 through 11, check only one box.)
1
2
3
4
5
section 170(b)(1)(A)(iv). (Complete Part II.)
6
7
8
9
receipts from activities related to its exempt functions—subject to certain exceptions, and (2) no more than 331/3% of
its support from gross investment income and unrelated business taxable income (less section 511 tax) from businesses
acquired by the organization after June 30, 1975. See section 509(a)(2). (Complete Part III.)
10
11
e
By checking this box, I certify that the organization is not controlled directly or indirectly by one or more disqualified persons other than foundation managers and other than one or more publicly supported organizations described in section 509(a)(1) or section 509(a)(2).
f
If the organization received a written determination from the IRS that it is a Type I, Type II, or Type III supporting organization, check this box
..................................................
g
Since August 17, 2006, has the organization accepted any gift or contribution from any of the following persons?
(i) A person who directly or indirectly controls, either alone or together with persons described in (ii)
Yes
No
and (iii) below, the governing body of the supported organization?
................
11g(i)
(ii)
A family member of a person described in (i) above?
......................
11g(ii)
(iii)
A 35% controlled entity of a person described in (i) or (ii) above?
................
11g(iii)
h
Provide the following information about the supported organization(s).
(i) Name of supported organization
(ii) EIN
(iii) Type of organization (described on lines 1- 9 above or IRC section (see instructions))
(iv) Is the organization in col. (i) listed in your governing document?
(v) Did you notify the organization in col. (i) of your support?
(vi) Is the organization in col. (i) organized in the U.S.?
(vii) Amount of monetary support
Yes
No
Yes
No
Yes
No
Total
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990EZ.
Cat. No. 11285F
Schedule A (Form 990 or 990-EZ) 2013
Schedule A (Form 990 or 990-EZ) 2013
Page 2
Part II
Support Schedule for Organizations Described in Sections 170(b)(1)(A)(iv) and 170(b)(1)(A)(vi) (Complete only if you checked the box on line 5, 7, or 8 of Part I or if the
organization failed to qualify under Part III. If the organization fails to
qualify under the tests listed below, please complete Part III.)
Section A. Public Support
Calendar year (or fiscal year beginning in)
(a) 2009
(b) 2010
(c) 2011
(d) 2012
(e) 2013
(f) Total
1
Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") ....
1,913,155
1,911,769
1,992,591
2,112,847
1,490,224
9,420,586
2
Tax revenues levied for the organization's benefit and either paid to or expended on its behalf.......
3
The value of services or facilities furnished by a governmental unit to the organization without charge..
4
Total. Add lines 1 through 3
1,913,155
1,911,769
1,992,591
2,112,847
1,490,224
9,420,586
5
The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included
on line 1 that exceeds 2% of the amount shown on line 11, column (f)..
4,037,946
6
Public support. Subtract line 5 from line 4.
5,382,640
Section B. Total Support
Calendar year
(or fiscal year beginning in)
(a) 2009
(b) 2010
(c) 2011
(d) 2012
(e) 2013
(f) Total
7
Amounts from line 4..
1,913,155
1,911,769
1,992,591
2,112,847
1,490,224
9,420,586
8
Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources...
7,330
5,136
5,851
4,687
2,815
25,819
9
Net income from unrelated business activities, whether or not the business is regularly carried on..
10
Other income. Do not include gain or loss from the sale of capital assets (Explain in Part IV.)..
11
Total support (Add lines 7 through 10).
9,446,405
12
Gross receipts from related activities, etc. (see instructions)
..................
12
13
First five years.
If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a 501(c)(3) organization,
check this box and stop here.................................................
Section C. Computation of Public Support Percentage
14
Public support percentage for 2013 (line 6, column (f) divided by line 11, column (f))
.........
14
56.980 %
15
Public support percentage for 2012 Schedule A, Part II, line 14
...............
15
58.830 %
16a
33 1/3% support test—2013.
If the organization did not check the box on line 13, and line 14 is 33 1/3% or more, check this box
and stop here. The organization qualifies as a publicly supported organization
.......................
b
33 1/3% support test—2012.
If the organization did not check a box on line 13 or 16a, and line 15 is 33 1/3% or more, check this
box and stop here. The organization qualifies as a publicly supported organization
.....................
17a
10%-facts-and-circumstances test—2013.
If the organization did not check a box on line 13, 16a, or 16b, and line 14
is 10% or more, and if the organization meets the "facts-and-circumstances" test, check this box and stop here. Explain
in Part IV how the organization meets the "facts-and-circumstances" test. The organization qualifies as a publicly supported
organization
.....................................................
b
10%-facts-and-circumstances test—2012.
If the organization did not check a box on line 13, 16a, 16b, or 17a, and line
15 is 10% or more, and if the organization meets the "facts-and-circumstances" test, check this box and stop here.
Explain in Part IV how the organization meets the "facts-and-circumstances" test. The organization qualifies as a publicly supported organization
................................................
18
Private foundation.
If the organization did not check a box on line 13, 16a, 16b, 17a, or 17b, check this box and see
instructions
.....................................................
Schedule A (Form 990 or 990-EZ) 2013
Schedule A (Form 990 or 990-EZ) 2013
Page 3
Part III
Support Schedule for Organizations Described in Section 509(a)(2) (Complete only if you checked the box on line 9 of Part I or if the organization
failed to qualify under Part II. If the organization fails to qualify under
the tests listed below, please complete Part II.)
Section A. Public Support
Calendar year (or fiscal year beginning in)
(a) 2009
(b) 2010
(c) 2011
(d) 2012
(e) 2013
(f) Total
1
Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .
2
Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose......
3
Gross receipts from activities that are not an unrelated trade or business under section 513..
4
Tax revenues levied for the organization's benefit and either paid to or expended on its behalf...
5
The value of services or facilities furnished by a governmental unit to the organization without charge..
6
Total. Add lines 1 through 5.
7a
Amounts included on lines 1, 2, and 3 received from disqualified persons...
b
Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year.
c
Add lines 7a and 7b..
8
Public support (Subtract line 7c from line 6.)
Section B. Total Support
Calendar year (or fiscal year beginning in)
(a) 2009
(b) 2010
(c) 2011
(d) 2012
(e) 2013
(f) Total
9
Amounts from line 6...
10a
Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources..
b
Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975.
c
Add lines 10a and 10b.
11
Net income from unrelated business activities not included in line 10b, whether or not the business is regularly carried on.
12
Other income. Do not include gain or loss from the sale of capital assets (Explain in Part IV.)
..
13
Total support. (Add lines 9, 10c, 11, and 12.)..
14
First five years.
If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a 501(c)(3) organization,
check this box and stop here.............................................
Section C. Computation of Public Support Percentage
15
Public support percentage for 2013 (line 8, column (f) divided by line 13, column (f))
.........
15
16
Public support percentage from 2012 Schedule A, Part III, line 15
...............
16
Section D. Computation of Investment Income Percentage
17
Investment income percentage for 2013 (line 10c, column (f) divided by line 13, column (f))
......
17
18
Investment income percentage from 2012 Schedule A, Part III, line 17
.............
18
19a
33 1/3% support tests—2013.
If the organization did not check the box on line 14, and line 15 is more than 33 1/3%, and line 17 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization
........
b
33 1/3% support tests—2012.
If the organization did not check a box on line 14 or line 19a, and line 16 is more than 33 1/3% and line 18 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization
.....
20
Private foundation.
If the organization did not check a box on line 14, 19a, or 19b, check this box and see instructions
.....
Schedule A (Form 990 or 990-EZ) 2013
Schedule A (Form 990 or 990-EZ) 2013
Page 4
Part IV
Supplemental Information.
Provide the explanations required by Part II, line 10; Part II, line 17a or 17b; and Part III, line 12. Also complete this part for any additional information. (See instructions).
Facts And Circumstances Test
Explanation
Schedule A (Form 990 or 990-EZ) 2013
Additional Data
Software ID:
Software Version:
-
TIN:
SCHEDULE O (Form 990 or 990-EZ)
Department of the Treasury Internal Revenue Service
Supplemental Information to Form 990 or 990-EZ
Complete to provide information for responses to specific questions on
Form 990 or to provide any additional information.
Attach to Form 990 or 990-EZ.
Information about Schedule O (Form 990 or 990-EZ) and its instructions is at
www.irs.gov/form990.
OMB No. 1545-0047
2013
Open to Public Inspection
Name of the organization
TREATMENT ACTION GROUP INC
Employer identification number
13-3624785
Return Reference
Explanation
FORM 990, PART III, LINE 1
TAG WORKS TO ENSURE THAT ALL PEOPLE WITH HIV RECEIVE LIFESAVING TREATMENT, CARE, AND INFORMATION. WE ARE SCIENCE-BASED TREATMENT ACTIVISTS WORKING TO EXPAND AND ACCELERATE VITAL RESEARCH AND EFFECTIVE COMMUNITY ENGAGEMENT WITH RESEARCH AND POLICY INSTITUTIONS. TAG CATALYZES OPEN COLLECTIVE ACTION BY ALL AFFECTED COMMUNITIES, SCIENTISTS, AND POLICY MAKERS TO END AIDS.
FORM 990, PART III, LINE 4A
TB/HIV PROJECT: TUBERCULOSIS (TB) KILLS ROUGHLY 1.3 MILLION PEOPLE EACH YEAR. DESPITE BEING CURABLE, IT IS THE LEADING CAUSE OF DEATH FOR HIV-POSITIVE PEOPLE GLOBALLY. HIV SIGNIFICANTLY INCREASES THE RISK OF DEVELOPING TUBERCULOSIS DISEASE. PEOPLE AT RISK FOR BOTH DISEASES REQUIRE TUBERCULOSIS AND HIV SERVICES THAT WORK TOGETHER TO ADDRESS THEIR NEEDS. THE TREATMENT ACTION GROUPS TB/HIV PROJECT STRENGTHENS COMMUNITY-DRIVEN ADVOCACY FOR BETTER TB/HIV RESEARCH, HIGH-QUALITY PROGRAMS, AND TB POLICIES WORLDWIDE. THE TB/HIV COINFECTION PROJECT EDUCATES, MOBILIZES AND EMPOWERS HIV COMMUNITIES TO INCREASE COMMUNITY UNDERSTANDING OF TB/HIV COINFECTION AND TO TAKE ACTION TO REDUCE TB/HIV COINFECTION. THE PROGRAM WORKS WITH RESEARCHERS, COMMUNITY ADVOCATES, POLICYMAKERS AND GLOBAL COALITIONS TO INCREASE THE QUANTITY AND IMPROVE THE QUALITY OF RESEARCH THAT CAN LEAD TO IMPROVED TREATMENT; BETTER TB PREVENTION; NEW AND PRECISE TB DIAGNOSTICS; AND VACCINES THAT MAY PREVENT TB INFECTION.
FORM 990, PART III, LINE 4B
HEPATITIS C VIRUS (HCV) PROJECT: HEPATITIS C VIRUS (HCV) RELATED LIVER DISEASE HAS BECOME A LEADING CAUSE OF DEATH AMONG HIV-POSITIVE PEOPLE IN THE UNITED STATES AND EUROPE. GLOBALLY, FIVE MILLION HIV-POSITIVE PEOPLE ARE CO-INFECTED WITH HCV. HIV WORSENS HCV DISEASE PROGRESSION AND OUTCOMES. THE TREATMENT ACTION GROUPS HCV PROJECT REVIEWS THE STATE OF RESEARCH ON HCV MONO-INFECTION AND COINFECTION, AND ADVOCATES FOR BETTER AND SAFER TREATMENTS. THE HCV PROJECT ADVOCATES FOR BETTER CLINICAL TRIAL DESIGNS, ACCESS TO TREATMENT FOR ALL AFFECTED COMMUNITIES, AND CONTINUALLY MONITORS STANDARDS OF CARE FOR PEOPLE WITH HCV MONO- AND COINFECTION. THE PROJECT WORKS IN COLLABORATION WITH HCV AND HIV COMMUNITY, SCIENTISTS, GOVERNMENT, AND DRUG COMPANIES TO MAKE LIFESAVING INFORMATION AND SAFER, MORE TOLERABLE, AND MORE EFFECTIVE HEPATITIS TREATMENT AVAILABLE TO ALL PEOPLE WHO NEED IT. IN 2012 THE HCV PROJECT EXPANDED ITS SCOPE TO TAKE ON THE CHALLENGE OF ACCELERATING INTERNATIONAL ACCESS TO CUTTING-EDGE DIAGNOSIS AND TREATMENT FOR HCV, AND IS WORKING WITH PARTNERS GLOBALLY TO IMPLEMENT THIS WORK, WHILE CONTINUING TO WORK TO ACCELERATE THE DEVELOPMENT AND APPROPRIATE TESTING OF NEW SHORT-COURSE COMBINATION ALL-ORAL CURES FOR HCV.
FORM 990, PART III, LINE 4C
HIV PROJECT: EACH DAY, MORE THAN 4,000 PEOPLE WORLDWIDE DIE OF HIV DISEASE. THIS IMMENSE PUBLIC HEALTH FAILURE CAN BE ATTRIBUTED TO A DENSE WEB OF MEDICAL, POLITICAL, AND ECONOMIC PROBLEMS. THE VAST MAJORITY OF THE WORLDS 35 MILLION HIV-POSITIVE PEOPLE LIVE IN POOR COUNTRIES WHERE MANY OBSTACLES PREVENT THE WIDESPREAD DISTRIBUTION OF HIV DRUGS. BUT EVEN THE MOST EFFECTIVE EXISTING DRUGS HAVE MAJOR SHORTCOMINGS, AND HIV-POSITIVE PEOPLE EVERYWHERE NEED BETTER TREATMENT STRATEGIES. TAGS HIV PROJECT REVIEWS THE STATE OF RESEARCH ON ANTI-HIV DRUG DISCOVERY, DEVELOPMENT, DISSEMINATION, AND POST-MARKETING SURVEILLANCE. THE HIV PROJECT ADVOCATES FOR ACCELERATED ACCESS TO TREATMENTS; INNOVATION IN THE DEVELOPMENT OF TREATMENTS WHICH ARE ACTIVE AGAINST DRUG-RESISTANT HIV; DEVELOPMENT OF HIV TREATMENTS THAT ARE EASIER TO TAKE, THAT ARE LESS TOXIC, AND/OR REPRESENT A MAJOR THERAPEUTIC BREAKTHROUGH SUCH AS A NEW DRUG CLASS. TAG ADVOCATES FOR BETTER POST-MARKETING RESEARCH ON APPROVED ANTIRETROVIRAL DRUGS TO IMPROVE STANDARDS OF CARE; WORKS ON DOMESTIC AND INTERNATIONAL TREATMENT GUIDELINES; AND EDUCATES AND MOBILIZES POLICYMAKERS, RESEARCHERS, AND THE HIV COMMUNITY ON HIV TREATMENT RESEARCH. TAG WORKS WITH HIV COMMUNITY MEMBERS, SCIENTISTS, AND POLICY MAKERS TO ENHANCE PUBLIC UNDERSTANDING OF THE SCIENCE OF HIV INFECTION, ADDRESS GAPS IN HIV RESEARCH, CRITIQUE RESEARCH EFFORTS, AND FOSTER CROSS-DISCIPLINARY COLLABORATIONS WITH THE AIM OF ACCELERATING RESEARCH INTO HIV PATHOGENESIS AND SPEEDING THE DEVELOPMENT OF EFFECTIVE IMMUNE-BASED THERAPIES, PREVENTIVE TECHNOLOGIES, WITH A PARTICULAR FOCUS RESEARCH ADVOCACY AROUND A CURE FOR HIV. IN 2013, TAG HIRED A HIV PREVENTION RESEARCH AND POLICY COORDINATOR TO TAKE ON THE TASK OF TRACKING AND ANALYZING RESOURCES DEVOTED TOWARD HIV PREVENTION AND COMBINED PREVENTION TECHNOLOGIES. WE ADVOCATE FOR ENSURING LOCAL, STATE AND NATIONAL AGENCIES AND AIDS SERVICE ORGANIZATIONS HAVE INCREASED AWARENESS AND KNOWLEDGE OF UP-TO-DATE PREVENTION TOOLS IN AN EFFORT TO SET THE GROUNDWORK FOR THE EVENTUAL END OF THE HIV EPIDEMIC. ALSO, IN 2013, TAG INITIATED A PROJECT TO REVITALIZE THE U.S. NATIONAL HIV/AIDS STRATEGY, WORKING WITH ACTIVISTS, RESEARCHERS, PUBLIC HEALTH AND GOVERNMENT OFFICIALS TO CAPITALIZE ON NEW SCIENCE AND POLICY DEVELOPMENTS TO CREATE A MORE AMBITIOUS U.S. HIV/AIDS STRATEGY IN ORDER TO HASTEN THE END OF THE HIV EPIDEMIC IN THE UNITED STATES. TAGS BSVC PROJECT BRINGS TOGETHER BASIC AND CLINICAL SCIENTISTS, GOVERNMENT OFFICIALS, REGULATORS, RESEARCHERS, AND COMMUNITY RESEARCH ADVOCATES TO WORK TOGETHER TO INCREASE FUNDING, ATTENTION, AND BASIC AND CLINICAL SCIENCE TO IDENTIFY STRATEGIES WHICH WILL LEAD TO AN HIV CURE. FINALLY, TAG WORKS WITH GLOBAL AND DOMESTIC PARTNERS FOR UNIVERSAL ACCESS TO HIGH-QUALITY AIDS PREVENTION, TREATMENT, AND CARE PROGRAMS.
FORM 990, PART VI, SECTION B, LINE 11
A DRAFT OF FORM 990 WAS SENT TO MEMBERS OF THE FINANCE COMMITTEE FOR REVIEW
FORM 990, PART VI, SECTION B, LINE 12
EXECUTIVE DIRECTOR'S COMPENSATION IS REVIEWED AND APPROVED BY THE BOARD OF DIRECTORS.
FORM 990, PART VI, SECTION B, LINE 15
COMPENSATION OF ALL EMPLOYEES EXCEPT EXECUTIVE DIRECTOR IS REVIEWED AND APPROVED BY THE EXECUTIVE DIRECTOR.
FORM 990, PART VI, SECTION C, LINE 19
THE ORGANIZATION'S GOVERMENT DOCUMENTS ARE AVAILABLE UPON REQUEST. ANNUAL REPORTS ARE AVAILABLE ON THE ORGANIZATION'S WEBSITE.
FORM 990, PART XI, LINE 9:
LOSS ON DISPOSAL OF FIXED ASSETS -8,737.
FORM 990, PART XII, LINE 2C
THE PROCESS HAS NOT CHANGED SINCE THE PRIOR YEAR.
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.