2024-06-19T11:57:03-05:00 2023-12-31 882730877 CHERRY BEKAERT ADVISORY LLC 1111 METROPOLITAN AVE STE 900 CHARLOTTE NC 28204 990 2023-01-01 201184743 PATIENT ACCESS NETWORK FOUNDATION PATI 2023479272 1032 15TH ST NW 413 WASHINGTON DC 20005 KEVIN HAGAN PRESIDENT & CEO 2023479272 2024-05-28 1 KEVIN HAGAN 999009999 1 AMY DOSIK P00890743 7043771678 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z X KEVIN HAGAN 1032 15TH ST NW 413 WASHINGTON DC 20005 829269779 0 X WWW.PANFOUNDATION.ORG X 2004 DC TO HELP UNDERINSURED PEOPLE WITH LIFE-THREATENING, CHRONIC AND RARE DISEASES GET THE MEDICATIONS AND TREATMENT THEY NEED BY PAYING FOR THEIR OUT-OF-POCKET COSTS AND ADVOCATING FOR IMPROVED ACCESS, EQUITY, AND AFFORDABILITY. 14 14 199 1 0 0 277827701 364186196 0 0 6373322 10175747 0 62428 284201023 374424371 298040691 255391522 0 0 8809880 12917672 606117 577705 3850238 23330880 19246239 330787568 288133138 -46586545 86291233 405191661 468568076 137766552 107379690 267425109 361188386 X TO HELP UNDERINSURED PEOPLE WITH LIFE-THREATENING, CHRONIC AND RARE DISEASES GET THE MEDICATIONS AND TREATMENT THEY NEED BY PAYING FOR THEIR OUT-OF-POCKET COSTS AND ADVOCATING FOR IMPROVED ACCESS, EQUITY, AND AFFORDABILITY. 0 0 268960814 255391522 AT THE PAN FOUNDATION, WE ENVISION A NATION IN WHICH EVERYONE CAN GET ACCESS TO THE TREATMENT THEY NEED. WITH THE SUPPORT OF OUR GENEROUS DONORS AND IN COLLABORATION WITH HEALTHCARE PROVIDERS AND PHARMACIES THROUGHOUT THE U.S., PAN COVERS THE PREMIUMS, DEDUCTIBLES, CO-PAYMENTS AND COINSURANCE FOR THOUSANDS OF UNDERINSURED PATIENTS. AS A RESULT, THESE PATIENTS ARE ABLE TO OBTAIN THE TREATMENTS THEY NEED TO BEST MANAGE THEIR CONDITIONS AND IMPROVE THEIR QUALITY OF LIFE. IN 2023, THE PAN FOUNDATION ASSISTED 110,520 PATIENTS, AND PAID OVER 636,000 CLAIMS FOR PATIENTS' OUT-OF-POCKET COSTS FOR THEIR CRITICAL MEDICATIONS. IN ADDITION, THE PAN FOUNDATION CONTINUES TO ADVOCATE FOR GREATER HEALTHCARE ACCESS, EQUITY, AND AFFORDABILITY. THE PAN FOUNDATION OPERATES UNDER AN ADVISORY OPINION ISSUED BY THE U.S. DEPARTMENT OF HEALTH AND HUMAN SERVICES, OFFICE OF THE INSPECTOR GENERAL (OIG ADVISORY OPINION 07-18) 268960814 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 68 0 1 199 1 0 0 0 0 0 0 0 0 0 0 0 0 X 14 14 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 AL AR CA DC FL GA HI IL KS KY MD MA MS MI MN NH NM NJ NY OR PA RI SC TN UT VA WV WI X X SCOTT SCHLENOFF 2026618080 1032 15TH ST NW 413 WASHINGTON DC 20005 DEANNA BANKS CHAIR 3.00 X X 16000 0 0 NANCY MCGEE VICE CHAIR 3.00 X X 12000 0 0 JAMES DUNLOP SECRETARY 3.00 X X 8000 0 0 MARY BLUNT DIRECTOR 3.00 X 8000 0 0 JENNIFER BROWN DIRECTOR 3.00 X 12000 0 0 WENDY BULLINGTON DIRECTOR 3.00 X 12000 0 0 JOSEPH D'AVELLA DIRECTOR 3.00 X 12000 0 0 MARY FINDLEY DIRECTOR 3.00 X 12000 0 0 JEFFREY KING DIRECTOR 3.00 X 12000 0 0 NICHOLAS LAROCHELLE DIRECTOR 3.00 X 12000 0 0 ANNA MCKEAN DIRECTOR 3.00 X 12000 0 0 WINFRED PARNELL DIRECTOR 3.00 X 12000 0 0 HOWARD WEINBERG DIRECTOR 3.00 X 12000 0 0 CHASE BICE DIRECTOR 3.00 X 0 0 0 SCOTT SCHLENOFF CFO & TREASURER 40.00 X 452688 0 37945 KEVIN HAGAN PRESIDENT & CEO 40.00 X 529372 0 38816 AMY NILES CHIEF ADVOCACY & ENGAGEMENT OFFICER 40.00 X 422914 0 22627 NECHUMAH GETZ CHIEF STRATEGY & OPERATION 40.00 X 502091 0 14432 ANDRE HARRELL CHIEF GROWTH OFFICER 40.00 X 261423 0 16044 LEENA PATEL VICE PRESIDENT OF DEVELOPMENT 40.00 X 359370 0 28421 KISHORE BALASUBRAMANYA CHIEF TECHNOLOGY OFFICER 40.00 X 347330 0 38816 RICHARD CITRENBAUM VICE PRESIDENT OF OPERATIONS 40.00 X 255000 0 35239 MIA HARMON CHIEF COMPLIANCE AND PRIVACY OFFICER 40.00 X 231540 0 24752 KIM BAICH CHIEF DIVERSITY & HEALTH EQUITY OFFICER 40.00 X 239717 0 26206 3753445 0 283298 30 0 1 0 ERNST & YOUNG LLP 200 PLAZA DRIVE SECAUCUS NJ 07094 STRATEGIC CONSULTANT 5151688 AD HOC 1350 I ST NW SUITE 500 WASHINGTON DC 20005 SOFTWARE DEVELOPMENT AND IT SUPPORT 3711386 FAEGRE DRINKER BIDDLE & REATH LLP 1500 K ST NW SUITE 1100 WASHINGTON DC 20005 LEGAL SERVICES 1716604 SIEGEL & GALE LLC 195 BROADWAY NEW YORK NY 10007 STRATEGIC COMMUNICATIONS SERVICES 1690966 SS&C HEALTH 13804 COLLECTIONS DRIVE CHICAGO IL 60693 CLAIM ADMINISTRATION 1112245 17 364186196 364186196 14513052 14513052 62428 0 62428 62428 62428 450508103 454840729 4679 -4332626 -4679 -4337305 -4337305 374424371 0 0 10238175 255391522 255391522 2907962 1267137 1363358 277467 8129379 3187160 4431116 511103 407986 113591 276209 18186 746959 317401 381931 47627 725386 294322 379590 51474 1992842 1992842 472339 472339 577705 577705 276333 276333 12893410 7030824 3546641 2315945 383825 58060 316199 9566 1109916 615182 493004 1730 414442 414442 430500 72061 323455 34984 330172 13777 311944 4451 387032 375000 12032 330651 330651 ALLIANCE EXPENSES 224777 224777 288133138 268960814 15322086 3850238 110719572 208642205 12959999 58339999 1680327 1011968 20125926 11011381 6987864 9114545 270324530 189307506 2519369 2151853 405191661 468568076 12484058 9898236 125282494 97481454 137766552 107379690 X 20867456 32903735 246557653 328284651 267425109 361188386 405191661 468568076 86291233 7472044 0 X 0 1 X 1 0 X 434035433 439121644 297101560 277827701 364186196 1812272534 434035433 439121644 297101560 277827701 364186196 1812272534 1297936295 514336239 13565060 9824200 9266883 7890347 14575480 55121970 1867394504 0.27540 0.25820 X 1. THE FOUNDATION'S PUBLIC SUPPORT PERCENTAGE IS AT LEAST 10%.2. THE FOUNDATION MAINTAINS A CONTINUOUS AND BONA FIDE PROGRAM FOR SOLICITATION OF FUNDS FROM THE GENERAL PUBLIC.3. AT 27.54% THE FOUNDATION'S PUBLIC SUPPORT PERCENTAGE FOR 2023 IS WELL ABOVE THE MINIMUM REQUIREMENT OF 10% AND NARROWLY FALLS SHORT OF THE NORMAL REQUIREMENT OF 33 1/3%.4. THE FOUNDATION NORMALLY RECEIVES SUPPORT FROM A LARGE NUMBER OF UNRELATED DONORS. DURING THE PERIOD 2019-2023, THE FOUNDATION RECEIVED SUPPORT FROM 30+ CORPORATE DONORS AND WELL OVER 1,000 INDIVIDUAL DONORS.5. THE FOUNDATION HAS A GOVERNING BODY WHICH REPRESENTS THE BROAD INTERESTS OF THE PUBLIC. THE BOARD OF DIRECTORS INCLUDES INDIVIDUALS FROM THE ACADEMIC, NONPROFIT, BUSINESS, AND MEDICAL COMMUNITIES AS WELL AS ATTORNEYS AND CPAS.6. THE FOUNDATION'S PROGRAMS PROVIDE GREAT BENEFIT TO THE PUBLIC. SINCE INCEPTION, THE FOUNDATION HAS PROVIDED OVER $4 BILLION IN MEDICAL SUPPORT ASSISTANCE TO OVER 1 MILLION FINANCIALLY NEEDY PATIENTS WITH SERIOUS, CHRONIC AND RARE DISEASES PAY FOR THEIR OUT-OF-POCKET MEDICATION COSTS.7. THE FOUNDATION PROVIDES OTHER BENEFITS DIRECTLY TO THE PUBLIC, INCLUDING:- EDUCATES PATIENTS ABOUT COMPLEX HEALTHCARE TOPICS TO HELP THEM NAVIGATE CARE, SUCH AS MEDICARE PART D, THE LOW-INCOME SUBSIDY PROGRAM, COPAY ACCUMULATORS, AND MORE. - PROVIDES TRANSPORTATION FINANCIAL ASSISTANCE TO HELP ELIGIBLE PATIENTS GET TO AND FROM THEIR MEDICAL APPOINTMENTS AND PHARMACIES.- PROVIDES TWO MENTAL HEALTH FINANCIAL ASSISTANCE PROGRAMS TO HELP FINANCIALLY NEEDY PATIENTS PAY FOR THEIR OUT-OF-POCKET MEDICATION COSTS FOR BIPOLAR DISORDER AND SCHIZOPHRENIA.- OPERATES FUNDFINDER, A DIGITAL WEBSITE AND APPLICATION THAT ALLOWS PATIENTS AND HEALTHCARE PROFESSIONALS TO RAPIDLY DETERMINE THE AVAILABILITY OF FINANCIAL ASSISTANCE FROM ANY PATIENT ASSISTANCE FOUNDATION AND PROVIDES A DIRECTORY OF PATIENT SUPPORT ORGANIZATIONS.- OFFERS PATIENTS REFERRALS TO OTHER FINANCIAL RESOURCES WHEN THEY DO NOT QUALIFY FOR ASSISTANCE AT THE PAN FOUNDATION.- MAINTAINS A NETWORK OF ALLIANCE PARTNERSHIPS WITH NATIONAL PATIENT SUPPORT ORGANIZATIONS WHO PROVIDE DISEASE-RELATED EDUCATION AND SUPPORT TO PATIENTS AND CAREGIVERS.- EDUCATES HEALTHCARE PROFESSIONALS ON NAVIGATING PATIENT ASSISTANCE AND SAFETY NET RESOURCES TO HELP ENROLL THEIR PATIENTS IN RELEVANT ASSISTANCEPROGRAMS.- CONDUCTS RESEARCH AND POLLING ON TOPICS RELATED HEALTHCARE ACCESS AND AFFORDABILITY, INCLUDING BUT NOT LIMITED TO SOCIAL DETERMINANTS OF HEALTH, MENTAL HEALTH, MEDICATION ADHERENCE, AND OTHER ACCESS ISSUES.- DEVELOPS RESOURCES TO EDUCATE POLICYMAKERS AND OTHER STAKEHOLDERS ABOUT KEY HEALTHCARE ACCESS ISSUES. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 584071 584071 0 19541855 10427310 9114545 9114545 CO-PAYMENT ASSISTANCE OBLIGATION 95303051 OPERATING LEASE LIABILITY 2178403 97481454 X 381624761 7472044 7472044 374152717 276333 -4679 271654 374424371 287861484 4679 4679 287856805 276333 276333 288133138 PART X, LINE 2: THE FOUNDATION IS A NON-PROFIT, TAX-EXEMPT ORGANIZATION UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. MANAGEMENT BELIEVES THE FOUNDATION CONTINUES TO SATISFY THE REQUIREMENTS OF A TAX-EXEMPT ORGANIZATION AND IS NOT SUBJECT TO TAX. ACCORDINGLY, NO PROVISION FOR INCOME TAXES HAS BEEN REFLECTED IN THE ACCOMPANYING FINANCIAL STATEMENTS. MANAGEMENT HAS EVALUATED THE EFFECT OF FASB GUIDANCE ON ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES. THE GUIDANCE CLARIFIES THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES RECOGNIZED IN AN ENTITY'S FINANCIAL STATEMENTS BY PRESCRIBING A RECOGNITION THRESHOLD AND MEASUREMENT ATTRIBUTE FOR THE FINANCIAL STATEMENT RECOGNITION AND MEASUREMENT OF A TAX POSITION TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. THE FOUNDATION'S POLICY IS TO RECORD A LIABILITY FOR ANY TAX POSITION TAKEN THAT IS BENEFICIAL TO THE FOUNDATION, INCLUDING ANY RELATED INTEREST AND PENALTIES, WHEN IT IS MORE LIKELY THAN NOT THE POSITION TAKEN BY MANAGEMENT WITH RESPECT TO A TRANSACTION OR CLASS OF TRANSACTIONS WILL BE OVERTURNED BY A TAXING AUTHORITY UPON EXAMINATION. PART XI, LINE 4B - OTHER ADJUSTMENTS: LOSS ON DISPOSAL OF FA -4,679. PART XII, LINE 2D - OTHER ADJUSTMENTS: LOSS ON DISPOSAL OF FA 4,679. X X X X X 1 THE PURSUANT GROUP 15660 N DALLAS PKWY 1000 DALLAS TX 75248 INDIVIDUAL GIVING CAMPAIGN 0 0 577705 -577705 577705 -577705 AL AK AZ AR CA CO CT DE FL GA HI ID IL IN IA KS KY LA ME MD MA MI MN MS MO MT NE NV NH NJ NM NY NC ND OH OK OR PA RI SC SD TN TX UT VT VA WA WV WI WY SCHEDULE G, PART I, LINE 2B, COLUMN (IV): NO AMOUNT HAS BEEN REPORTED IN COLUMN (IV) BECAUSE IT IS DIFFICULT TO DETERMINE WHAT PORTION OF CONTRIBUTION REVENUE RECEIVED DURING THE YEAR WAS ATTRIBUTABLE TO THIS FUNDRAISER'S EFFORTS. 1 MEDICATION CO-PAY ASSISTANCE 110520 255391522 PART I, LINE 2: THESE FUNDS REPRESENT THE GRANTS MADE FOR THE BENEFIT OF PATIENTS. THROUGH AN APPLICATION PROCESS WHICH INCLUDES INCOME VERIFICATION AND CONFIRMATION OF MEDICAL NEED AGAINST ELIGIBILITY CRITERIA SET BY THE BOARD, PAN ENSURES THAT ALL PATIENTS WHO REQUEST OUR SERVICES MEET THE CRITERIA FOR RECEIVING A GRANT BEFORE ANY FUNDS ARE DISBURSED. THE PATIENT'S GRANT WILL PROVIDE ASSISTANCE FOR THEIR RESPONSIBILITY (DEDUCTIBLE, CO-PAYMENT, OR COINSURANCE) FOR COVERED MEDICATION SERVICES AFTER PAYMENT FROM THE PRIMARY INSURANCE OR THE AMOUNT AVAILABLE TO EACH PATIENT IS LIMITED BY A CAP SET BY THE BOARD. FUNDS ARE DISBURSED TO THE PHARMACY OR PHYSICIAN'S OFFICE WHEN POSSIBLE, SINCE WE WANT TO ENSURE THAT THE PATIENT DOES NOT NEED TO PROVIDE FUNDS OUT-OF-POCKET FOR THEIR MEDICATIONS. X X X X X 1 1 0 0 0 0 0 0 0 KEVIN HAGAN PRESIDENT & CEO 469670 0 59150 0 552 0 13200 0 25616 0 568188 0 0 0 NECHUMAH GETZ CHIEF STRATEGY & OPERATION 316286 0 32693 0 153112 0 13200 0 1232 0 516523 0 0 0 SCOTT SCHLENOFF CFO & TREASURER 271310 0 28266 0 153112 0 12329 0 25616 0 490633 0 0 0 AMY NILES CHIEF ADVOCACY & ENGAGEMENT OFFICER 238734 0 28620 0 155560 0 5400 0 17227 0 445541 0 0 0 LEENA PATEL VICE PRESIDENT OF DEVELOPMENT 206498 0 21443 0 131429 0 9569 0 18852 0 387791 0 0 0 KISHORE BALASUBRAMANYA CHIEF TECHNOLOGY OFFICER 329446 0 17314 0 570 0 13200 0 25616 0 386146 0 0 0 RICHARD CITRENBAUM VICE PRESIDENT OF OPERATIONS 229076 0 25467 0 457 0 9658 0 25581 0 290239 0 0 0 ANDRE HARRELL CHIEF GROWTH OFFICER 214447 0 0 0 46976 0 4933 0 11111 0 277467 0 0 0 KIM BAICH CHIEF DIVERSITY & HEALTH EQUITY OFFI 228423 0 10330 0 964 0 7354 0 18852 0 265923 0 0 0 MIA HARMON CHIEF COMPLIANCE AND PRIVACY OFFICER 221222 0 10125 0 193 0 7530 0 17222 0 256292 0 0 0 PART I, LINES 4A-B PART I, LINES 4A-4B: SEVERANCE: ANDRE HARRELL RECEIVED SEVERANCE BENEFITS OF $46,250. THE TERMS AND CONDITIONS WERE CONSISTENT WITH INDUSTRY STANDARDS. SUPPLEMENTAL NON-QUALIFIED RETIREMENT PLAN: SCOTT SCHLENOFF, AMY NILES, NECHUMAH GETZ, AND LEENA PATEL PARTICIPATED IN THE ORGANIZATION'S 457(F) PLAN EFFECTIVE JANUARY 1, 2020. THE BENEFIT PAYABLE TO EACH PARTICIPANT UNDER THE PLAN IS AN AMOUNT EQUAL TO 75% OF THE PARTICIPANT'S 2020 ANNUAL BASE SALARY. EACH PARTICIPANT BECAME VESTED IN HIS OR HER BENEFIT ON DECEMBER 31, 2023, AND WERE PAID OUT THE FOLLOWING AMOUNTS FROM IT: SCOTT SCHLENOFF: $152,537 AMY NILES: $152,537 NECHUMAH GETZ: $152,537 LEENA PATEL: $131,250 FORM 990, PART VI, SECTION A, LINE 1A THE EXECUTIVE COMMITTEE MAKES DECISIONS ON BEHALF OF THE FULL BOARD BETWEEN BOARD MEETINGS IN URGENT CIRCUMSTANCES AND FULFILLS ANY OTHER SPECIFIC ACTIONS DELEGATED TO THE COMMITTEE BY THE FULL BOARD. URGENT CIRCUMSTANCES ARE DETERMINED BY THE BOARD CHAIR IN CONSULTATION WITH THE PRESIDENT AND CEO. ALL MEMBERS OF THE EXECUTIVE COMMITTEE ARE ALSO VOTING BOARD MEMBERS. FORM 990, PART VI, SECTION B, LINE 11B THE 990 IS REVIEWED BY THE FINANCE COMMITTEE. ALL BOARD MEMBERS RECEIVE A COPY OF THE FORM PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C AS POTENTIAL BOARD MEMBERS OR OFFICERS ARE RECRUITED THEY ARE ASKED ABOUT POSSIBLE CONFLICTS OF INTEREST. UPON JOINING PAN, AND AT LEAST ANNUALLY, MEMBERS READ AND SIGN THE CONFLICT OF INTEREST POLICY. IF ANY CONFLICTS ARE NOTED ON THE FORM, MORE INFORMATION WILL BE GATHERED AND IT WILL BE DETERMINED IF THE ISSUE IS MATERIAL. IN ADDITION, THAT MEMBER WILL ABSTAIN FROM ALL DISCUSSIONS AND VOTE ON THE MATTER. IF IT IS MATERIAL, WE INVOLVE LEGAL COUNSEL AND A DETAILED FOLLOW UP AND RESOLUTION WILL OCCUR. FORM 990, PART VI, SECTION B, LINE 15 THE INDEPENDENT BOARD DETERMINES THE COMPENSATION FOR THE PRESIDENT/CEO. THE CURRENT PRESIDENT/CEO STARTED IN SEPTEMBER 2021. HIS COMPENSATION WAS DETERMINED WITH THE HELP OF AN OUTSIDE CONSULTANT WHO USED DATA FROM OTHER ORGANIZATIONS' 990S. ALL OTHER EMPLOYEES SALARIES ARE DETERMINED BY THE PRESIDENT/CEO IN ACCORDANCE WITH THIRD PARTY COMPENSATION SURVEYS. THE MOST RECENT STAFF COMPENSATION STUDY WAS COMPLETED IN 2022. IN ADDITION, PERIODICALLY, THE STAFF REVIEWS FORMS 990 OF ORGANIZATIONS WITH SIMILAR MISSIONS TO HELP DETERMINE COMPENSATION. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S FINANCIAL STATEMENTS ARE POSTED ON ITS WEBSITE. THE ORGANIZATION'S GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY MAY BE MADE AVAILABLE UPON REQUEST ON A CASE BY CASE BASIS. PAN BRIGHTTRACK LLC 1032 15TH ST NW STE 413 WASHINGTON DC 20005 934724067 PURSUE ACTIVITIES RELATED TO CLINICAL TRIALS DE 0 0 PAN FOUNDATION