PATIENT ADVOCATE FOUNDATION INC: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- PATIENT ADVOCATE FOUNDATION INC (EIN 54-1806317)
- Tax period
- 2023-07-01 to 2024-06-30
- Filed
- 2024-11-26
- IRS object ID
- 202433319349300408
- Schema version
- 2023v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule G
- Schedule I
- Schedule J
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-26T07:21:42-06:00 | ReturnTs |
| Tax Period End | 2024-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 540504608 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BROWN EDWARDS & COMPANY LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 701 TOWN CENTER DRIVE SUITE 700 | AddressLine1Txt |
| City | NEWPORT NEWS | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 23606 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 541806317 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PATIENT ADVOCATE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PATI | BusinessNameControlTxt |
| Phone | 8005325274 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 421 BUTLER FARM ROAD | AddressLine1Txt |
| City | HAMPTON | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 23666 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DR ALAN J BALCH | PersonNm |
| Person Title | CHIEF EXECUTIVE OFFICER | PersonTitleTxt |
| Phone | 7578736668 | PhoneNum |
| Signature | 2024-11-22 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | HUGH BARLOW | PreparerPersonNm |
| PTIN | P00422004 | PTIN |
| Phone | 7578731033 | PhoneNum |
| Preparation | 2024-11-14 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | DR ALAN J BALCH | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 421 BUTLER FARM ROAD | AddressLine1Txt |
| City | HAMPTON | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 23666 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $243,622,526 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.PATIENTADVOCATE.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1996 | FormationYr |
| Legal Domicile State | VA | LegalDomicileStateCd |
| Activity Or Mission | PATIENT ADVOCATE FOUNDATION (PAF) IS A NATIONAL 501 (C)(3) NON-PROFIT ORGANIZATION THAT PROVIDES PROFESSIONAL CASE MANAGEMENT AND FINANCIAL AID ASSISTANCE TO AMERICANS WITH CHRONIC, LIFE THREATENING AND DEBILITATING ILLNESSES. PAF CASE MANAGERS SERVE AS ACTIVE LIAISONS BETWEEN THE PATIENT AND THEIR INSURER, EMPLOYER AND/OR CREDITORS TO RESOLVE INSURANCE, JOB RETENTION AND/OR DEBT CRISIS MATTERS AS THEY RELATE TO THEIR DIAGNOSIS. PATIENT ADVOCATE FOUNDATION SEEKS TO SAFEGUARD PATIENTS THROUGH EFFECTIVE MEDIATION ASSURING ACCESS TO CARE, MAINTENANCE OF EMPLOYMENT AND PRESERVATION OF THEIR FINANCIAL STABILITY. | ActivityOrMissionDesc |
| Voting Members Governing Body | 15 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 15 | VotingMembersIndependentCnt |
| Total Employee | 280 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $256,660,272 | PYContributionsGrantsAmt |
| CY Contributions Grants | $222,896,128 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $10,889,711 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $8,198,468 | CYProgramServiceRevenueAmt |
| PY Investment Income | $8,793,628 | PYInvestmentIncomeAmt |
| CY Investment Income | $12,517,783 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$69,423 | PYOtherRevenueAmt |
| CY Other Revenue | -$134,207 | CYOtherRevenueAmt |
| PY Total Revenue | $276,274,188 | PYTotalRevenueAmt |
| CY Total Revenue | $243,478,172 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $305,058,200 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $245,914,293 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $19,694,827 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $18,831,372 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $1,271,422 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $8,448,271 | PYOtherExpensesAmt |
| CY Other Expenses | $9,461,967 | CYOtherExpensesAmt |
| PY Total Expenses | $333,201,298 | PYTotalExpensesAmt |
| CY Total Expenses | $274,207,632 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$56,927,110 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$30,729,460 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $345,144,684 | TotalAssetsBOYAmt |
| Total Assets EOY | $313,168,594 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $33,351,723 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $31,994,671 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $311,792,961 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $281,173,923 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | PATIENT ADVOCATE FOUNDATION (PAF) IS A NATIONAL 501 (C)(3) NON-PROFIT ORGANIZATION THAT PROVIDES PROFESSIONAL CASE MANAGEMENT AND FINANCIAL AID SERVICES TO AMERICANS WITH CHRONIC, LIFE THREATENING AND DEBILITATING ILLNESSES. PAF CASE MANAGERS SERVE AS ACTIVE LIAISONS BETWEEN THE PATIENT AND THEIR INSURER, EMPLOYER AND/OR CREDITORS TO RESOLVE INSURANCE, JOB RETENTION AND/OR DEBT CRISIS MATTERS AS THEY RELATE TO THEIR DIAGNOSIS. PATIENT ADVOCATE FOUNDATION SEEKS TO SAFEGUARD PATIENTS THROUGH EFFECTIVE MEDIATION ASSURING ACCESS TO CARE, MAINTENANCE OF EMPLOYMENT AND PRESERVATION OF THEIR FINANCIAL STABILITY. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $254,259,395 | ExpenseAmt |
| Grant | $245,801,793 | GrantAmt |
| Desc | FINANCIAL SUPPORT PROGRAMSFOR OVER 20 YEARS, PAF'S CO-PAY RELIEF PROGRAM (CPR) HAS PROVIDED FINANCIAL ASSISTANCE FOR CO-PAYMENTS, CO-INSURANCE AND DEDUCTIBLES REQUIRED BY A PATIENT'S INSURER FOR MEDICATIONS PRESCRIBED TO TREAT AND/OR MANAGE THE PATIENT'S DISEASE.IN FY 2023/2024 PAF'S CO-PAY RELIEF PROGRAM EXPANDED ITS IMPACT THROUGH THE ADDITION OF FOUR (4) NEW GENERAL FUNDS, ASSISTING PATIENTS IN FIVE (5) NEW HEALTH EQUITY (HE) FUNDS AND FORTY-NINE (49) EXISTING FUNDS INCLUDING:ACROMEGALY, ACUTE MYELOID LEUKEMIA, ALZHEIMER'S DISEASE HE, AMYLOIDOSIS, ASTHMA, BILE DUCT CANCER, BREAST CANCER, BREAST CANCER HE, CANCER GENETIC & GENOMIC TESTING, CERVICAL CANCER, CHRONIC OBSTRUCTIVE PULMONARY DISEASE HE, CORONARY ARTERY DISEASE HE, COVID-19 & POST COVID CONDITIONS, CYSTIC FIBROSIS, DIABETES, DIABETES HE, DIABETES TYPE 2 HE, GAUCHER DISEASE, GAUCHER DISEASE HE, HEART FAILURE HE, HEMOPHILIA, HEPATITIS B, HEPATITIS C HE, HEPATOCELLULAR CARCINOMA, HIV, AIDS & PREVENTION, HIV, AIDS & PREVENTION HE, HOMOZYGOUS FAMILIAL HYPERCHOLESTEROLEMIA, LUPUS, LUPUS HE, MELANOMA, METASTATIC BREAST CANCER, METASTATIC COLORECTAL CANCER, METASTATIC COLORECTAL CANCER HE, METASTATIC PROSTATE CANCER, MULTIPLE MYELOMA, MULTIPLE MYELOMA HE, MULTIPLE SCLEROSIS, MULTIPLE SCLEROSIS HE, MYELODYSPLASTIC SYNDROMES, NON-SMALL CELL LUNG CANCERS, NON-SMALL CELL LUNG CANCERS HE, OVARIAN CANCER, OVARIAN CANCER HE, PANCREATIC CANCER, PARKINSON'S DISEASE HE, PERIODIC PARALYSIS, PROSTATE CANCER, PROSTATE CANCER HE, PULMONARY FIBROSIS, PULMONARY HYPERTENSION, RENAL CELL CARCINOMA, RHEUMATOID ARTHRITIS, SMALL CELL LUNG CANCER, SOCIAL NEEDS ASSESSMENT & INTERVENTION FUND, SPINAL MUSCULAR ATROPHY, SPINAL MUSCULAR ATROPHY HE, THYROID EYE DISEASE AND VIROLOGY TESTING HE.PAF'S CO-PAY RELIEF PROGRAM ESTABLISHED HEALTH EQUITY FUNDS IN 2022, A NEW TYPE OF FUND THAT MAKES CPR MORE ACCESSIBLE AND BENEFICIAL FOR PATIENTS WHO NEEDED THE MOST HELP AND ARE NOT BEING SERVED ADEQUATELY BY THE EXISTING MEDICAL AND COPAY INFRASTRUCTURE. DEVELOPED USING THE CDC'S SOCIAL VULNERABILITY INDEX (SVI) AND CDC DISEASE INCIDENCE DATA, OUR HEALTH EQUITY FUNDS SERVE PEOPLE LIVING IN 220 COUNTIES ACROSS THE UNITED STATES THAT HAVE BEEN IDENTIFIED BY THE CDC AS HAVING THE HIGHEST SOCIAL VULNERABILITY SCORES AND ARE BURDENED WITH HIGH RATES OF CHRONIC DISEASES. THE HEALTH EQUITY FUNDS ARE DESIGNED TO SPECIFICALLY PROVIDE SUPPORT TO ELIGIBLE PATIENTS LIVING IN ONE OF THE 220 COUNTIES COVERED BY THE FUNDS, WHICH IS VERIFIED USING THE ZIP CODE OF THE PATIENT'S HOME ADDRESS. ALL OTHER ELIGIBILITY REQUIREMENTS, AND FUND OPERATION, ARE THE SAME AS OUR GENERAL FUNDS. IN FY2023/2024, ESTABLISHED FIVE (5) NEW HEALTH EQUITY FUNDS INCLUDING: GAUCHER DISEASE HE, LUPUS HE, MULTIPLE SCLEROSIS HE, SPINAL MUSCULAR ATROPHY HE AND DIABETES TYPE 2 HE. PAF HAS PROVIDED NEARLY 10,000 PATIENTS WITH ASSISTANCE THROUGH THE HE FUNDS.THE FOUNDATION'S CO-PAY RELIEF PROGRAM OFFERS A DEDICATED, SECURE WEB-BASED APPLICATION FOR PATIENTS AND/OR THEIR FAMILY MEMBERS TO ENROLL ELECTRONICALLY FOR THE CO-PAY RELIEF PROGRAM DIRECTLY FROM THE CO-PAY RELIEF PROGRAM WEBSITE. AS WELL, CPR OFFERS TWO DEDICATED, SECURED WEBSITES FOR MEDICAL PROVIDERS AND PHARMACY REPRESENTATIVES TO ENROLL ELECTRONICALLY FOR THE CO-PAY RELIEF PROGRAM ON BEHALF OF THE PATIENTS THEY ARE WORKING WITH. THE FOUNDATION ALSO OFFERS TELEPHONIC SUPPORT SERVICES TO PATIENTS WHO PREFER TO RECEIVE PERSONAL ASSISTANCE FROM A PROGRAM SPECIALIST.IN FY2023/2024, THE FOUNDATION ADMINISTERED CO-PAYMENT ASSISTANCE TO 75,629 QUALIFIED PATIENTS THROUGH 58 ASSISTANCE FUNDS AVAILABLE THROUGH THE CO-PAY RELIEF PROGRAM. THE PROGRAM STAFF FIELDED 194,142 TELEPHONE CALLS AND PROCESSED CLAIMS TOTALING OVER $243,377,348 IN SUPPORT OF QUALIFIED PATIENTS' OUT OF POCKET EXPENSES FOR REQUIRED CO-PAYMENTS, CO-INSURANCE, AND DEDUCTIBLES. SINCE ITS INCEPTION IN 2004, THE FOUNDATION HAS PROVIDED CO-PAYMENT ASSISTANCE TO OVER 753,000 INDIVIDUALS ALLOCATING $2.4 BILLION DOLLARS IN CO-PAYMENT AWARDS.PAF ALSO ADMINISTERED A SUITE OF FIFTEEN (15) SMALL GRANT PROGRAMS IN FY2023/2024 REFERRED TO AS FINANCIAL AID FUNDS, EACH PROVIDING FINANCIAL ASSISTANCE TO QUALIFIED PATIENTS FOR OUT OF POCKET AND COST OF LIVING EXPENSES PATIENTS STRUGGLE TO MANAGE WHEN DEALING WITH A CHRONIC OR CRITICAL DISEASE. IN FY2023/2024, PROGRAM STAFF FIELDED 21,111 TELEPHONE CALLS AND SUCCESSFULLY PROVIDED ONE-TIME SMALL GRANTS TO 2,445 PATIENTS, TOTALING $5,158,800 IN FINANCIAL RELIEF. THE SMALL GRANTS RANGE FROM $500-$4500 PER PATIENT AND ARE DESIGNED TO DEFRAY NON-MEDICAL EXPENSES, INCLUDING TRANSPORTATION, LODGING, NUTRITIONAL NEEDS, CHILDCARE AND BURIAL EXPENSES, FACED BY PATIENTS BECAUSE OF THEIR DIAGNOSIS AND TREATMENT. THE FINANCIAL AID FUND PROGRAMS INCLUDE: ARDS ALLIANCE SUMITA DIXIT RECOVERY FUND: SERVING PATIENTS DIAGNOSED WITH ACUTE RESPIRATORY DISTRESS SYNDROME (ARDS). BEGIN AGAIN FOUNDATION AMPUTEE FUND: SERVING PATIENTS DIAGNOSED WITH SEPSIS WHO HAVE EXPERIENCED AN AMPUTATION AS A RESULT SEPSIS. BEGIN AGAIN FOUNDATION BEREAVEMENT FUND: SUPPORTS FUNERAL EXPENSES ASSOCIATED WITH PATIENTS WHO HAVE PASSED AND DIED FROM ARDS, TSS AND/OR SEPSIS. BEGIN AGAIN FOUNDATION FINANCIAL AID FUND: SERVING PATIENTS DIAGNOSED WITH ARDS, TSS AND/OR SEPSIS. BEGIN AGAIN FOUNDATION SOUTHEASTERN VIRGINA FINANCIAL AID FUND: SERVING PATIENTS DIAGNOSED WITH ARDS, TSS AND/OR SEPSIS THAT RESIDE IN SOUTHEASTERN VIRGINIA. CASE MANAGEMENT IMMEDIATE NEED FUND: SERVING PATIENTS WITH AN IMMEDIATE NEED TO COVER THE OUT-OF-POCKET EXPENSES ASSOCIATED WITH COST-OF-LIVING EXPENSES RELATED TO TREATMENTS. DONNA FINANCIAL AID FUND: SERVING PATIENTS DIAGNOSED WITH BREAST CANCER THAT HAVE RECEIVED CASE MANAGEMENT SERVICES THROUGH THE DONNA CARELINE. HEART VALVE FINANCIAL AID FUND: SERVING PATIENTS DIAGNOSED WITH A HEART VALVE CONDITION. MERKEL CELL CARCINOMA FINANCIAL AID FUND: SERVING PATIENTS DIAGNOSED WITH A RARE FORM OF SKIN CANCER. MIA'S MIRACLES: SERVING PEDIATRIC PATIENTS DIAGNOSED WITH BRAIN CANCER. NATIONAL OVARIAN CANCER COALITION CLINICAL TRAIL FUND: SERVING PATIENTS THAT HAVE BEEN DIAGNOSED WITH OVARIAN CANCER, FALLOPIAN TUBE CANCER OR PERITONEAL CANCER AND ARE PARTICIPATING IN A CLINICAL TRIAL, BY PROVIDING FINANCIAL ASSISTANCE FOR COST-OF-LIVING EXPENSES. NATIONAL OVARIAN CANCER COALITION TREATMENT FUND: SERVING PATIENTS THAT HAVE BEEN DIAGNOSED WITH OVARIAN CANCER, FALLOPIAN TUBE CANCER OR PERITONEAL CANCER, BY PROVIDING FINANCIAL ASSISTANCE FOR COST-OF-LIVING EXPENSES. OKLAHOMA TRANSPORTATION FINANCIAL AID FUND: SERVING PATIENTS THAT HAVE BEEN DIAGNOSED WITH PROSTATE CANCER AND RESIDE IN OKLAHOMA. THE PEDIATRIC AMINO ACID & METABOLIC FORMULAS EMERGENCY ASSISTANCE FUND: SERVING FAMILIES WHO HAVE EXPERIENCED UNEXPECTED COSTS RELATED TO AN IN-PATIENT HOSPITALIZATION OR EMERGENCY ROOM VISIT OF A CHILD WHO IS RELIANT ON AMINO ACID-BASED OR METABOLIC BASED FORMULAS FOR NUTRITION. THYROID EYE DISEASE: SUPPORTS PATIENTS WHO ARE BEING EVALUATED, UNDERGOING TREATMENT, OR RECEIVING FOLLOW UP CARE FOR PROSTATE CANCER. IN FY2022/2023, 1,641 PATIENTS RECEIVED FINANCIAL RELIEF FROM SIXTEEN (16) FINANCIAL FUNDS, TOTALING $2,267,500. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $7,938,964 | ExpenseAmt |
| Revenue | $8,077,956 | RevenueAmt |
| Desc | NON-PROFIT SERVICE AGREEMENTSIN 2009, THE FOUNDATION ENTERED INTO A TRANSPARENT SERVICE ADMINISTRATION AGREEMENT WITH A NATIONAL NONPROFIT ORGANIZATION. THE FOUNDATION HAS BEEN ENGAGED TO PROVIDE FULL SERVICE, TRANSPARENT ADMINISTRATION SERVICES TO QUALIFIED PATIENTS THAT ENTER THEIR CO-PAY ASSISTANCE AND PATIENT FINANCIAL AID PROGRAMS. THE FOUNDATION CONTINUED TO PROVIDE THIS CONTRACTUAL SERVICE DURING 2024 AND 2023. THE FOUNDATION ADMINISTERED SERVICES TO 70,982 AND 69,619 PATIENTS IN 2024 AND 2023, RESPECTIVELY, THROUGH THIS SERVICE AGREEMENT. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $7,719,040 | ExpenseAmt |
| Grant | $112,500 | GrantAmt |
| Revenue | $120,512 | RevenueAmt |
| Desc | CASE MANAGEMENT SERVICESFOR 28 YEARS, THE FOUNDATION HAS PROVIDED CASE MANAGEMENT INTERVENTIONS FOR CRITICALLY OR CHRONICALLY ILL PATIENTS ACROSS THE NATION. OUR MISSION IS TO HELP PATIENTS CONNECT WITH AND MAINTAIN ACCESS TO PRESCRIBED HEALTHCARE SERVICES AND MEDICATIONS, NAVIGATE INSURANCE BARRIERS, FIND RESOURCES TO SUPPORT COST-OF-LIVING EXPENSES DURING TREATMENT, EVALUATE AND SUSTAIN HEALTH INSURANCE COVERAGE, AND MANAGE OR REDUCE OUT-OF-POCKET MEDICAL AND LIVING EXPENSES.PAF'S PROFESSIONAL CASE MANAGEMENT SERVICES ARE OFFERED AT NO COST TO PATIENTS AND THEIR FAMILIES. WE COLLABORATE CLOSELY WITH PATIENTS, THEIR LOVED ONES, AND THEIR CARE TEAMS, OFTEN TAKING THE LEAD IN RESOLVING COMPLEX HEALTHCARE ACCESS AND AFFORDABILITY CHALLENGES. IN FY23/24, THE FOUNDATION'S CASE MANAGEMENT STAFF DIRECTLY ASSISTED OR ADVOCATED FOR 14,028 INDIVIDUALS, COLLECTIVELY LIVING WITH 635 UNIQUE DISEASES. ON AVERAGE, EACH CASE INVOLVED 30 CONTACTS WITH RELEVANT STAKEHOLDERS TO ACHIEVE RESOLUTION, TOTALING 425,825 UNIQUE INTERACTIONS. THE AVERAGE CONTACTS PER CASE INCREASED 20% OVER FY23/24. THIS EFFORT RESULTED IN AN AVERAGE DEBT RELIEF OR PATIENT SAVINGS OF $1,294 PER CASE.IN ADDITION TO THESE SERVICES, PAF DISTRIBUTED 2,542 EDUCATIONAL PUBLICATIONS TO PATIENTS AND THOSE SEEKING INFORMATION. THE FOUNDATION OPERATES A DIVERSE PORTFOLIO OF 27 UNIQUE CASE MANAGEMENT PROGRAMS, EACH DESIGNED TO SUPPORT PATIENTS IN THEIR HEALTHCARE JOURNEYS, WORKING TO RESOLVE ACCESS AND AFFORDABILITY ISSUES THAT, IF NOT ADDRESSED, IMPACT CARE AND HEALTH OUTCOMES. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $269,917,399 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | Yes (1) | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | Yes (1) | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | Yes (1) | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 92 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 280 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | Yes (1) | NondeductibleContributionsInd |
| Nondeductible Contri Discl | Yes (1) | NondeductibleContriDisclInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 15 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 15 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | VA | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CORPORATE OFFICE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7578736668 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 421 BUTLER FARM ROAD | AddressLine1Txt |
| City | HAMPTON | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 23666 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (23 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd |
|---|---|---|---|---|---|---|---|---|---|
| DR ALAN J BALCH PHD | |||||||||
| CHIEF EXECUTIVE OFFICER | 20.00 | 20.00 | Yes (X) | $335,693 | $125,000 | $14,753 | |||
| FRANCES CASTELLOW | |||||||||
| PRESIDENT OF OPERATIONS | 40.00 | Yes (X) | $277,795 | $0 | $12,058 | ||||
| WILLIAM J NASON | |||||||||
| CHIEF FINANCIAL OFFICER | 40.00 | Yes (X) | $261,480 | $0 | $28,873 | ||||
| ANGELA M WALKER | |||||||||
| CHIEF OF TALENT MANAGEMENT | 40.00 | $235,314 | $0 | $10,525 | Yes (X) | ||||
| CHRISTINE WILSON | |||||||||
| VP ADVOCACY COMMUNICATIONS | 40.00 | $199,696 | $0 | $8,872 | Yes (X) | ||||
| ALAN RICHARDSON | |||||||||
| FORMER EVP OF STRATEGIC PATIENT SOLUTIONS | 40.00 | $187,609 | $0 | $18,465 | Yes (X) | ||||
| SHONTA CHAMBERS | |||||||||
| EVP OF HEALTH EQUITY INITIATIVES | 40.00 | $186,410 | $0 | $19,388 | Yes (X) | ||||
| ERIN BRADSHAW | |||||||||
| CHIEF OF MISSION DELIVERY | 40.00 | $185,051 | $0 | $19,994 | Yes (X) | ||||
| JOHN L MURPHY | |||||||||
| FINANCE COMMITTEE CHAIR | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| AL BENSON III MD FACP | |||||||||
| BOARD MEMBER | 1.00 | 1.00 | $0 | $0 | $0 | Yes (X) | |||
| NORMAN HUBBARD MBA | |||||||||
| BOARD MEMBER | 1.00 | 1.00 | $0 | $0 | $0 | Yes (X) | |||
| DAVID M JACKMAN MD | |||||||||
| BOARD MEMBER | 1.00 | $0 | $0 | $0 | Yes (X) | ||||
| AARON LYSS MBA | |||||||||
| BOARD MEMBER | 1.00 | $0 | $0 | $0 | Yes (X) | ||||
| OTIS MAYNARD ESQ | |||||||||
| BOARD PRESIDENT | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| LORETTA A WILLIAMS PHDAPRNMSNBSN | |||||||||
| BOARD MEMBER | 1.00 | 1.00 | $0 | $0 | $0 | Yes (X) | |||
| PEARL MOORE RN MN FAAN | |||||||||
| BOARD IMMEDIATE PAST PRESIDENT | 1.00 | $0 | $0 | $0 | Yes (X) | ||||
| LARRI SHORT JD | |||||||||
| BOARD MEMBER | 1.00 | 1.00 | $0 | $0 | $0 | Yes (X) | |||
| MAUREEN CULBERTSON | |||||||||
| BOARD MEMBER | 1.00 | 1.00 | $0 | $0 | $0 | Yes (X) | |||
| ROBERT WINN MD | |||||||||
| BOARD MEMBER | 1.00 | 1.00 | $0 | $0 | $0 | Yes (X) | |||
| DANIEL PRESS PHD | |||||||||
| BOARD MEMBER | 1.00 | 1.00 | $0 | $0 | $0 | Yes (X) | |||
| VEENA SHANKARAN MD | |||||||||
| BOARD MEMBER | 1.00 | $0 | $0 | $0 | Yes (X) | ||||
| DAVID WHITE | |||||||||
| BOARD MEMBER | 1.00 | 1.00 | $0 | $0 | $0 | Yes (X) | |||
| REGINALD TUCKER-SEELEY MA SCM SCD | |||||||||
| BOARD MEMBER | 1.00 | 1.00 | $0 | $0 | $0 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,869,048 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $125,000 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $132,928 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 8 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (1) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/ForeignAddress/AddressLine1Txt | CityContractorAddress/ForeignAddress/CityNm | Province Or StateContractorAddress/ForeignAddress/ProvinceOrStateNm | CountryContractorAddress/ForeignAddress/CountryCd | Foreign PostalContractorAddress/ForeignAddress/ForeignPostalCd | ServicesServicesDesc | CompensationCompensationAmt | Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd |
|---|---|---|---|---|---|---|---|---|---|---|
| TEKCLAN SOFTWARE SOLUTIONS PVT LTD | ||||||||||
| 43 MANI STREET | V PURAM AMBATTUR | CHENNAI | IN | 600053 | IT SUPPORT | $1,910,742 | ||||
| CROSSCONNECT ENGINEERING | ||||||||||
| IT SUPPORT | $776,394 | 1155 KELLY JOHNSON BLVD | COLORADO SPRINGS | CO | 80920 | |||||
| PHARMACY DATA MANAGEMENT GROUP | ||||||||||
| PROCESS PHARMACY CLAIMS | $580,006 | 8530 CROSSROADS DR | POLAND | OH | 44514 | |||||
| EXPERIAN HEALTH | ||||||||||
| INCOME VERIFICATION | $196,784 | PO BOX 886133 | LOS ANGELES | CA | 90088 | |||||
| ARENT FOX SCHIFF LLP | ||||||||||
| COMPLIANCE COUNSEL | $150,000 | PO BOX 644672 | PITTSBURG | PA | 15264 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 8 | CntrctRcvdGreaterThan100KCnt |
| Membership Dues | $50,000 | MembershipDuesAmt |
| Fundraising | $155,851 | FundraisingAmt |
| Government Grants | $907,754 | GovernmentGrantsAmt |
| All Other Contributions | $221,782,523 | AllOtherContributionsAmt |
| Noncash Contributions | $19,695 | NoncashContributionsAmt |
| Total Contributions | $222,896,128 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| NON-PROFIT PROGRAM SERVICE ADMINI | 541900 | $8,077,956 | $8,077,956 |
| SCHOLARSHIP GRANT REVENUE | 541900 | $120,512 | $120,512 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $8,198,468 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $12,534,309 | TotalRevenueColumnAmt |
| Exclusion | $12,534,309 | ExclusionAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $16,526 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | -$16,526 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$16,526 | TotalRevenueColumnAmt |
| Exclusion | -$16,526 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | -$6,379 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $155,851 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $127,828 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$134,207 | TotalRevenueColumnAmt |
| Exclusion | -$134,207 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $243,478,172 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $8,198,468 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $12,383,576 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $245,914,293 | TotalAmt |
| Program Services | $245,914,293 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $961,276 | TotalAmt |
| Program Services | $440,746 | ProgramServicesAmt |
| Management And General | $382,463 | ManagementAndGeneralAmt |
| Fundraising | $138,067 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,694,327 | TotalAmt |
| Program Services | $13,074,868 | ProgramServicesAmt |
| Management And General | $784,563 | ManagementAndGeneralAmt |
| Fundraising | $834,896 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $447,669 | TotalAmt |
| Program Services | $402,677 | ProgramServicesAmt |
| Management And General | $21,462 | ManagementAndGeneralAmt |
| Fundraising | $23,530 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,624,233 | TotalAmt |
| Program Services | $1,467,504 | ProgramServicesAmt |
| Management And General | $106,638 | ManagementAndGeneralAmt |
| Fundraising | $50,091 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,103,867 | TotalAmt |
| Program Services | $1,041,158 | ProgramServicesAmt |
| Management And General | $32,459 | ManagementAndGeneralAmt |
| Fundraising | $30,250 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $165,447 | TotalAmt |
| Management And General | $165,447 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $238,150 | TotalAmt |
| Program Services | $27,500 | ProgramServicesAmt |
| Management And General | $210,650 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $980,000 | TotalAmt |
| Management And General | $980,000 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,786,099 | TotalAmt |
| Program Services | $1,786,099 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,594,768 | TotalAmt |
| Program Services | $1,436,905 | ProgramServicesAmt |
| Management And General | $114,403 | ManagementAndGeneralAmt |
| Fundraising | $43,460 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,207,438 | TotalAmt |
| Program Services | $1,131,822 | ProgramServicesAmt |
| Management And General | $42,641 | ManagementAndGeneralAmt |
| Fundraising | $32,975 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $722,525 | TotalAmt |
| Program Services | $664,724 | ProgramServicesAmt |
| Management And General | $36,126 | ManagementAndGeneralAmt |
| Fundraising | $21,675 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $155,292 | TotalAmt |
| Program Services | $46,812 | ProgramServicesAmt |
| Management And General | $491 | ManagementAndGeneralAmt |
| Fundraising | $107,989 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $124,999 | TotalAmt |
| Program Services | $138,869 | ProgramServicesAmt |
| Management And General | $3,101 | ManagementAndGeneralAmt |
| Fundraising | -$16,971 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,611,261 | TotalAmt |
| Program Services | $1,601,085 | ProgramServicesAmt |
| Management And General | $5,125 | ManagementAndGeneralAmt |
| Fundraising | $5,051 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $146,179 | TotalAmt |
| Program Services | $12,528 | ProgramServicesAmt |
| Management And General | $133,242 | ManagementAndGeneralAmt |
| Fundraising | $409 | FundraisingAmt |
Other Expenses OtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PROGRAM GRANT EXPENSES | Desc |
| Total | $729,809 | TotalAmt |
| Program Services | $729,809 | ProgramServicesAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $274,207,632 | TotalAmt |
| Program Services | $269,917,399 | ProgramServicesAmt |
| Management And General | $3,018,811 | ManagementAndGeneralAmt |
| Fundraising | $1,271,422 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $39,923,118 | BOYAmt |
| EOY | $14,546,938 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $282,767,681 | BOYAmt |
| EOY | $264,355,850 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,402,716 | BOYAmt |
| EOY | $17,034,563 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,799,845 | BOYAmt |
| EOY | $3,140,397 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $81,938 | BOYAmt |
| EOY | $93,296 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $427,186 | BOYAmt |
| EOY | $644,034 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $10,380,736 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $5,013,559 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,476,000 | BOYAmt |
| EOY | $5,367,177 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,091,829 | BOYAmt |
| EOY | $2,333,096 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,174,371 | BOYAmt |
| EOY | $5,653,243 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $345,144,684 | BOYAmt |
| EOY | $313,168,594 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,822,335 | BOYAmt |
| EOY | $5,072,565 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,262,923 | BOYAmt |
| EOY | $18,360,154 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,266,465 | BOYAmt |
| EOY | $8,561,952 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $33,351,723 | BOYAmt |
| EOY | $31,994,671 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $33,874,239 | BOYAmt |
| EOY | $34,953,701 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $277,918,722 | BOYAmt |
| EOY | $246,220,222 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $311,792,961 | BOYAmt |
| EOY | $281,173,923 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $345,144,684 | BOYAmt |
| EOY | $313,168,594 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$30,729,460 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $10,872 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $99,550 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $290,724,577 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $310,011,893 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $280,243,032 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $256,660,272 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $222,896,128 | CurrentTaxYearAmt |
| Total | $1,360,535,902 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $290,724,577 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $310,011,893 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $280,243,032 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $256,660,272 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $222,896,128 | CurrentTaxYearAmt |
| Total | $1,360,535,902 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $1,072,624,250 | SubstantialContributorsTotAmt |
| Public Support Total170 | $287,911,652 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,816,326 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $718,528 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $580,710 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $8,804,586 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $12,534,309 | CurrentTaxYearAmt |
| Total | $26,454,459 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $1,386,990,361 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $44,243,435 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.20760 | PublicSupportCY170Pct |
| Public Support PY170 | 0.19750 | PublicSupportPY170Pct |
| Ten Pct Facts Crcmstncs Test CY | Yes (X) | TenPctFactsCrcmstncsTestCYInd |
| Facts And Circumstances Test | PATIENT ADVOCATE FOUNDATIONSECTION 170(B) (1) (A) ORGANIZATIONFACTS & CIRCUMSTANCES TEST; FY2023/2024PATIENT ADVOCATE FOUNDATION OFFERS THE FOLLOWING FACTS AND CIRCUMSTANCES IN SUPPORT OF ITS ONGOING CLASSIFICATIONS AS A PUBLIC CHARITY AS DEFINED IN SECTION 170(B) (1) (A).PATIENT ADVOCATE FOUNDATION (PAF) IS A NATIONAL 501 (C)(3) NON-PROFIT ORGANIZATION THAT PROVIDES CASE MANAGEMENT SERVICES AND FINANCIAL AID TO AMERICANS WITH CHRONIC, LIFE THREATENING AND DEBILITATING ILLNESSES. SINCE 1996, PAF HAS PROVIDED FINANCIAL AND INSURANCE NAVIGATION, SOCIAL SERVICES SUPPORT, DIRECT FINANCIAL SUPPORT, AND EDUCATIONAL SERVICES TO OVER 2 MILLION PATIENTS AND CAREGIVERS EXPERIENCING FINANCIAL, EMPLOYMENT, INSURANCE COVERAGE OR HOUSEHOLD MATERIAL HARDSHIPS BECAUSE OF THEIR HEALTH CONDITIONS AND ASSOCIATED TREATMENT. IN PAF'S 28 YEARS SERVING PATIENTS AND FAMILIES THROUGH ITS PROGRAMS PATIENTS' IT HAS BEEN WELL DOCUMENTED THAT THE TOTAL COSTS OF CARE, INCLUDING MEDICAL AND NONMEDICAL EXPENSES, CAN QUICKLY OVERWHELM EVEN THE BEST PLANNED HOUSEHOLD BUDGET. THESE UNEXPECTED EXPENSES FURTHER COMPOUND HEALTH INEQUITIES AND ECONOMIC CHALLENGES THAT INDIVIDUALS AND FAMILIES ARE ALREADY CONFRONTING, PARTICULARLY AMONG POPULATIONS WITH LOW SOCIO-ECONOMIC CHARACTERISTICS, COMMUNITIES OF COLOR AND THOSE LIVING IN RURAL REGIONS OR MEDICAL SHORTAGE AREAS. THROUGH THIS WORK PAF HAS CREATED AND CURATED AN EXTENSIVE CATALOGUE OF RESOURCES, DEVELOPED DEEP EXPERIENCE AND EXPERTISE IN DESIGNING AND IMPLEMENTING DIRECT PATIENT SERVICE PROGRAMS AS WELL AS GATHERING AND ANALYZING PATIENT INSIGHTS TO SUPPORT A ROBUST RESEARCH AND EVALUATION PORTFOLIO, PROMOTING THE IMPORTANCE OF THE DELIVERY OF SOCIAL NEEDS NAVIGATION AS A PERSON-CENTERED AND PATIENT-ACTIVATED HEALTH EQUITY SOLUTION.THE FOUNDATION HAS DEVELOPED AND DELIVERS A DIVERSE PORTFOLIO OF PATIENT CENTERED PROGRAMS TO PATIENTS AND THEIR FAMILIES INCLUDING PERSONALIZED CASE MANAGEMENT SERVICES, SMALL GRANT PROGRAMS THAT PROVIDE SUPPORT FOR COST-OF-LIVING EXPENSES FOR LOW-INCOME PATIENTS, AND PATIENT EDUCATIONAL PROGRAMS DELIVERED IN PRINT, DIGITAL, VIDEO AND ONLINE INTERACTIVE FORMATS. THE FOUNDATION ALSO ADMINISTERS THE CO-PAY RELIEF PROGRAM (CPR), PROVIDING FINANCIAL SUPPORT FOR CO-PAYMENTS AND COINSURANCE REQUIRED FOR PHARMACEUTICAL TREATMENTS PRESCRIBED TO TREAT AND/OR MANAGE CERTAIN CHRONIC AND LIFE-THREATENING CONDITIONS AS WELL AS PAYING FOR HEALTH INSURANCE PREMIUMS AND OFFICE VISIT AND ADMINISTRATION CHARGES ON THE DAY OF TREATMENT. THROUGH THE FOUNDATION'S COMPLIMENT OF CASE MANAGEMENT, FINANCIAL ASSISTANCE, AND EDUCATIONAL PROGRAMS, PAF ASSISTS TENS OF THOUSANDS OF PATIENTS LIVING THROUGHOUT THE UNITED STATES AND US TERRITORIES EVERY YEAR. PAF SERVED 187,427 PATIENTS IN FY2023/2024, INCLUDING CASE MANAGEMENT SERVICES AND THE PROVISION OF FINANCIAL ASSISTANCE. PAF HAS PROVIDED HELP AND ASSISTANCE TO OVER 2.2 MILLION PATIENTS AND FAMILIES SINCE ITS INCEPTION IN 1996. PAF IS PUBLICLY SUPPORTED, PRIMARILY RECEIVING ITS' SUPPORT THROUGH CHARITABLE CONTRIBUTIONS, GRANTS, COOPERATIVE AGREEMENTS WITH GOVERNMENTAL AGENCIES AND OTHER 501(C)(3) NON-PROFIT ORGANIZATIONS AND DONATIONS FROM THE GENERAL PUBLIC, THUS, ALLOWING PAF TO OFFER ITS DIVERSE PROGRAMMING TO PATIENTS COMPLETELY FREE OF CHARGE.CASE MANAGEMENT & FINANCIAL SUPPORT PROGRAMSFOR 28 YEARS, THE FOUNDATION HAS PROVIDED CASE MANAGEMENT INTERVENTIONS FOR CRITICALLY OR CHRONICALLY ILL PATIENTS ACROSS THE NATION. OUR MISSION IS TO HELP PATIENTS CONNECT WITH AND MAINTAIN ACCESS TO PRESCRIBED HEALTHCARE SERVICES AND MEDICATIONS, NAVIGATE INSURANCE BARRIERS, FIND RESOURCES TO SUPPORT COST-OF-LIVING EXPENSES DURING TREATMENT, EVALUATE AND SUSTAIN HEALTH INSURANCE COVERAGE, AND MANAGE OR REDUCE OUT-OF-POCKET MEDICAL AND LIVING EXPENSES.PAF'S PROFESSIONAL CASE MANAGEMENT SERVICES ARE OFFERED AT NO COST TO PATIENTS AND THEIR FAMILIES. WE COLLABORATE CLOSELY WITH PATIENTS, THEIR LOVED ONES, AND THEIR CARE TEAMS, OFTEN TAKING THE LEAD IN RESOLVING COMPLEX HEALTHCARE ACCESS AND AFFORDABILITY CHALLENGES. IN FY23/24, THE FOUNDATION'S CASE MANAGEMENT STAFF DIRECTLY ASSISTED OR ADVOCATED FOR 14,028 INDIVIDUALS, COLLECTIVELY LIVING WITH 635 UNIQUE DISEASES. ON AVERAGE, EACH CASE INVOLVED 30 CONTACTS WITH RELEVANT STAKEHOLDERS TO ACHIEVE RESOLUTION, TOTALING 425,825 UNIQUE INTERACTIONS. THE AVERAGE CONTACTS PER CASE INCREASED 20% OVER FY22/23. THIS EFFORT RESULTED IN AN AVERAGE DEBT RELIEF OR PATIENT SAVINGS OF $1,294 PER CASE.IN ADDITION TO THESE SERVICES, PAF DISTRIBUTED 2,542 EDUCATIONAL PUBLICATIONS TO PATIENTS AND THOSE SEEKING INFORMATION. THE FOUNDATION OPERATES A DIVERSE PORTFOLIO OF 27 UNIQUE CASE MANAGEMENT PROGRAMS, EACH DESIGNED TO SUPPORT PATIENTS IN THEIR HEALTHCARE JOURNEYS, WORKING TO RESOLVE ACCESS AND AFFORDABILITY ISSUES THAT, IF NOT ADDRESSED, IMPACT CARE AND HEALTH OUTCOMES. PAF PROVIDES THESE SERVICES THROUGH A COMPLEMENT OF 35 UNIQUE PROGRAMS. PAF ALSO ADMINISTERED A SUITE OF FIFTEEN (15) SMALL GRANT PROGRAMS IN FY2023/2024 REFERRED TO AS FINANCIAL AID FUNDS, EACH PROVIDING FINANCIAL ASSISTANCE TO QUALIFIED PATIENTS FOR OUT OF POCKET AND COST OF LIVING EXPENSES PATIENTS STRUGGLE TO MANAGE WHEN DEALING WITH A CHRONIC OR CRITICAL DISEASE. IN FY2023/2024, PROGRAM STAFF FIELDED 21,111 TELEPHONE CALLS AND SUCCESSFULLY PROVIDED ONE-TIME SMALL GRANTS TO 2,445 PATIENTS, TOTALING $5,158,800 IN FINANCIAL RELIEF. THE SMALL GRANTS RANGE FROM $500-$4500 PER PATIENT AND ARE DESIGNED TO DEFRAY NON-MEDICAL EXPENSES, INCLUDING TRANSPORTATION, LODGING, NUTRITIONAL NEEDS, CHILDCARE AND BURIAL EXPENSES, FACED BY PATIENTS BECAUSE OF THEIR DIAGNOSIS AND TREATMENT. THE FINANCIAL AID FUND PROGRAMS INCLUDE:ARDS ALLIANCE SUMITA DIXIT RECOVERY FUND: SERVING PATIENTS DIAGNOSED WITH ACUTE RESPIRATORY DISTRESS SYNDROME (ARDS).BEGIN AGAIN FOUNDATION AMPUTEE FUND: SERVING PATIENTS DIAGNOSED WITH SEPSIS WHO HAVE EXPERIENCED AN AMPUTATION AS A RESULT SEPSIS.BEGIN AGAIN FOUNDATION BEREAVEMENT FUND: SUPPORTS FUNERAL EXPENSES ASSOCIATED WITH PATIENTS WHO HAVE PASSED AND DIED FROM ARDS, TSS AND/OR SEPSIS. BEGIN AGAIN FOUNDATION FINANCIAL AID FUND: SERVING PATIENTS DIAGNOSED WITH ARDS, TSS AND/OR SEPSIS. BEGIN AGAIN FOUNDATION SOUTHEASTERN VIRGINA FINANCIAL AID FUND: SERVING PATIENTS DIAGNOSED WITH ARDS, TSS AND/OR SEPSIS THAT RESIDE IN SOUTHEASTERN VIRGINIA.CASE MANAGEMENT IMMEDIATE NEED FUND: SERVING PATIENTS WITH AN IMMEDIATE NEED TO COVER THE OUT-OF-POCKET EXPENSES ASSOCIATED WITH COST-OF-LIVING EXPENSES RELATED TO TREATMENTS. DONNA FINANCIAL AID FUND: SERVING PATIENTS DIAGNOSED WITH BREAST CANCER THAT HAVE RECEIVED CASE MANAGEMENT SERVICES THROUGH THE DONNA CARELINE. HEART VALVE FINANCIAL AID FUND: SERVING PATIENTS DIAGNOSED WITH A HEART VALVE CONDITION. MERKEL CELL CARCINOMA FINANCIAL AID FUND: SERVING PATIENTS DIAGNOSED WITH A RARE FORM OF SKIN CANCER. MIA'S MIRACLES FINANCIAL AID FUND: SERVING PEDIATRIC PATIENTS DIAGNOSED WITH BRAIN CANCER. NATIONAL OVARIAN CANCER COALITION CLINICAL TRAIL FUND: SERVING PATIENTS THAT HAVE BEEN DIAGNOSED WITH OVARIAN CANCER, FALLOPIAN TUBE CANCER OR PERITONEAL CANCER BY PROVIDING FINANCIAL ASSISTANCE FOR COST-OF-LIVING EXPENSES.NATIONAL OVARIAN CANCER COALITION TREATMENT FUND: SERVING PATIENTS THAT HAVE BEEN DIAGNOSED WITH OVARIAN CANCER, FALLOPIAN TUBE CANCER OR PERITONEAL CANCER, BY PROVIDING FINANCIAL ASSISTANCE FOR NON-MEDICAL RELATED TO CLINICAL TRIAL PARTICIPATION THAT HINDER THEIR ABILITY TO RECEIVE THE TREATMENT OR CARE.OKLAHOMA TRANSPORTATION FINANCIAL AID FUND: SERVING PATIENTS THAT HAVE BEEN DIAGNOSED WITH PROSTATE CANCER AND RESIDE IN OKLAHOMA. THE PEDIATRIC AMINO ACID & METABOLIC FORMULAS EMERGENCY ASSISTANCE FUND: SERVING FAMILIES WHO HAVE EXPERIENCED UNEXPECTED COSTS RELATED TO AN IN-PATIENT HOSPITALIZATION OR EMERGENCY ROOM VISIT OF A CHILD WHO IS RELIANT ON AMINO ACID-BASED OR METABOLIC BASED FORMULAS FOR NUTRITION. THYROID EYE DISEASE FINANCIAL AID FUND: SUPPORTS PATIENTS WHO ARE BEING EVALUATED, UNDERGOING TREATMENT, OR RECEIVING FOLLOW UP CARE FOR PROSTATE CANCER. IN FY2022/2023, 1,641 PATIENTS RECEIVED FINANCIAL RELIEF FROM SIXTEEN (16) FINANCIAL FUNDS, TOTALING $2,267,500. (CONTINUED ON SCHEDULE O) | FactsAndCircumstancesTestTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
Total Direct Lobbying TotalDirectLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $780,000 | FilingOrganizationsTotalAmt |
Total Lobbying Expend TotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $780,000 | FilingOrganizationsTotalAmt |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $273,427,632 | FilingOrganizationsTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $274,207,632 | FilingOrganizationsTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $1,000,000 | FilingOrganizationsTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $250,000 | FilingOrganizationsTotalAmt |
Tot Lbbyng Grassroot Mns Non Tx TotLbbyngGrassrootMnsNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Tot Lbby Expend Mns Lbbyng Non Tx TotLbbyExpendMnsLbbyngNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $1,000,000 | CurrentYearMinus3Amt |
| Current Year Minus2 | $1,000,000 | CurrentYearMinus2Amt |
| Current Year Minus1 | $1,000,000 | CurrentYearMinus1Amt |
| Current Year | $1,000,000 | CurrentYearAmt |
| Total | $4,000,000 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $6,000,000 | LobbyingCeilingAmt |
Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $780,000 | CurrentYearMinus3Amt |
| Current Year Minus2 | $780,000 | CurrentYearMinus2Amt |
| Current Year Minus1 | $780,000 | CurrentYearMinus1Amt |
| Current Year | $780,000 | CurrentYearAmt |
| Total | $3,120,000 | TotalAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $250,000 | CurrentYearMinus3Amt |
| Current Year Minus2 | $250,000 | CurrentYearMinus2Amt |
| Current Year Minus1 | $250,000 | CurrentYearMinus1Amt |
| Current Year | $250,000 | CurrentYearAmt |
| Total | $1,000,000 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $1,500,000 | GrassrootsCeilingAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,224,088 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $109,008 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $2,333,096 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,167,270 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $56,818 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $2,224,088 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,194,524 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$27,254 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $2,167,270 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,186,163 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $8,361 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $2,194,524 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,078,900 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $107,263 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $2,186,163 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 1.00000 | BoardDesignatedBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $100,581 | OtherCostOrOtherBasisAmt |
| Depreciation | $31,293 | DepreciationAmt |
| Book Value | $69,288 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $9,700,588 | OtherCostOrOtherBasisAmt |
| Depreciation | $4,982,266 | DepreciationAmt |
| Book Value | $4,718,322 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $579,567 | OtherCostOrOtherBasisAmt |
| Book Value | $579,567 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $5,367,177 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (5 entries)
| DescDesc | AmtAmt |
|---|---|
| ACCRUED VACATION | $602,378 |
| IBNR RESERVE | $79,000 |
| POSTRETIREMENT LIABILITY | $2,115,702 |
| DUE TO NPAF | $9,950 |
| OPERATING LEASE LIABILITY | $5,754,922 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $8,561,952 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $243,633,396 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $10,872 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $10,872 | RevenueNotReportedAmt |
| Revenue Subtotal | $243,622,524 | RevenueSubtotalAmt |
| Other Revenues Not Included | -$144,352 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | -$144,352 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $243,478,172 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $274,351,984 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $144,352 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $144,352 | ExpensesNotReportedAmt |
| Expenses Subtotal | $274,207,632 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $274,207,632 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | THE ENDOWMENT FUND OF PATIENT ADVOCATE FOUNDATION WAS ESTABLISHED IN 2001 TO FURTHER ITS EXEMPT PURPOSE BY SUPPORTING DIRECT PATIENT SERVICES. THE ENDOWMENT FUND BUILDS LONG-TERM STABILITY FOR THE FUTURE OF THE FOUNDATION BY PROVIDING AN ADDITIONAL SOURCE OF INCOME TO MEET AN INCREASING DEMAND FOR NATIONAL PROGRAMS AND SERVICES. IT PROVIDES FOR INTEREST INCOME TO BE USED BY PAF AND RESTRICTS ACCESS TO PRINCIPAL BASED UPON BOARD APPROVAL. |
| PART X, LINE 2: | THE FOUNDATION IS EXEMPT FROM INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND THE COMMONWEALTH OF VIRGINIA STATUTES; ACCORDINGLY, THE ACCOMPANYING FINANCIAL STATEMENTS DO NOT REFLECT A PROVISION OR LIABILITY FOR FEDERAL AND STATE INCOME TAXES. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | LOSS ON FIXED ASSET INCLUDED IN EXPENSES FOR F/S -16,524. FUNDRAISING EXPENSES OFFSET REVENUE ON 990 -127,828. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | LOSS ON FIXED ASSET INCLUDED IN EXPENSES FOR F/S 16,524. FUNDRAISING EXPENSES OFFSET REVENUE ON 990 127,828. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | PROMISE OF HOPE - 2023 | Event1Nm |
| Gross Receipts Event1 | $106,065 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $112,444 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | -$6,379 | GrossRevenueEvent1Amt |
| Non Cash Prizes Event1 | $17,178 | NonCashPrizesEvent1Amt |
| Rent Facility Costs Event1 | $23,808 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $35,243 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $4,425 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $44,658 | OtherDirectExpensesEvent1Amt |
| Event2 | PROMISE OF HOPE - 2024 | Event2Nm |
| Gross Receipts Event2 | $43,407 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $43,407 | CharitableContriEvent2Amt |
| Non Cash Prizes Event2 | $2,516 | NonCashPrizesEvent2Amt |
| Gross Receipts Total | $149,472 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $155,851 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | -$6,379 | GrossRevenueTotalEventsAmt |
| Non Cash Prizes Total Events | $19,694 | NonCashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $23,808 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $35,243 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $4,425 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $44,658 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $127,828 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$134,207 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (3 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt |
|---|---|---|
| SCHOLARSHIPS | 40 | $112,500 |
| CO PAY RELIEF ASSISTANCE | 75629 | $240,642,993 |
| FINANCIAL AID FUND | 2445 | $5,158,800 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THROUGH PATIENT ADVOCATE FOUNDATIONS SCHOLARSHIP FOR SURVIVORS, 40 SCHOLARSHIPS WERE AWARDED TO STUDENTS WHOSE STUDIES WERE INTERRUPTED OR DELAYED BY A DIAGNOSIS OF A LIFE THREATENING, CHRONIC OR DEBILITATING DISEASE. THE STUDENTS MUST BE ENROLLED FULL-TIME, MAINTAINING GPA OF 3.0 OR BETTER AND COMPLETE 20 HOURS OF COMMUNITY SERVICE DURING THE ACADEMIC YEAR. PATIENT ADVOCATE FOUNDATION (PAF) CO-PAY RELIEF PROGRAM (CPR) CURRENTLY PROVIDES DIRECT FINANCIAL SUPPORT TO INSURED PATIENTS WHO MUST FINANCIALLY AND MEDICALLY QUALIFY TO ACCESS PHARMACEUTICAL CO-PAYMENT ASSISTANCE. THE PROGRAM OFFERS PERSONAL SERVICE TO ALL PATIENTS THROUGH THE USE OF CALL COUNSELORS; PERSONALLY GUIDING PATIENTS THROUGH THE ENROLLMENT PROCESS. IN FY2023/2024, PAF'S CO-PAY RELIEF PROGRAM ASSISTED PATIENTS THROUGH FORTY-SEVEN (52) DISEASE SPECIFIC FUNDS INCLUDING ACROMEGALY, ASTHMA, BLADDER CANCER, BREAST CANCER, CANCER GENETIC AND GENOMIC TESTING, CERVICAL CANCER, CHRONIC PAIN, COVID-19, CYSTIC FIBROSIS, ELECTROLYTE IMBALANCE, GAUCHER DISEASE, HEMOPHILIA, HEPATITIS B, HEPATITIS C, HEPATOCELLULAR CARCINOMA, HIV, AIDS AND PREVENTION, HOMOZYGOUS FAMILIAL HYPERCHOLESTEROLEMIA, INHERITED OR ACQUIRED LIPODYSTROPHY, LUPUS, MELANOMA, METASTATIC BREAST CANCER, METASTATIC COLORECTAL CANCER, METASTATIC GASTRIC CANCER, METASTATIC MELANOMA, METASTATIC PROSTATE CANCER, MULTIPLE MYELOMA, MULTIPLE SCLEROSIS, MYELODYSPLASTIC SYNDROME, NON-SMALL CELL LUNG CANCERS (NSCLC), OSTEOPOROSIS, OVARIAN CANCER, PANCREATIC CANCER, PERIODIC PARALYSIS, PERIPHERAL VASCULAR DISEASE, PROSTATE CANCER, PULMONARY FIBROSIS, PULMONARY HYPERTENSION, RENAL CELL CARCINOMA, RHEUMATOID ARTHRITIS, SKIN CANCER, SPINAL MUSCULAR ATROPHY, ULCERATIVE COLITIS, AND UTERINE CANCERS. IN FY2023/2024, PAF ADMINISTERED SIXTEEN (16) SMALL ONE-TIME GRANTS PROVIDING FINANCIAL ASSISTANCE TO QUALIFIED PATIENTS FOR OUT OF POCKET AND COST OF LIVING EXPENSES FACED BY PATIENTS AS A RESULT OF THEIR DIAGNOSIS AND TREATMENT. DISEASE SPECIFIC FUNDS INCLUDE COVID-19, ACCUTE RESPITORY DISTRESS SYNDROME, TOXIC SHOCK AND/OR SEPSIS, BREAST CANCER, METASTIC BREAST CANCER, MERKEL CELL CARCINOMA, HEART VALVULAR CONDITION, AND ACUTE MYELOID LEUKEMIA. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (8 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| DR ALAN J BALCH PHD | ||||||||||||||
| CHIEF EXECUTIVE OFFICER | $328,821 | $125,000 | $6,872 | $0 | $0 | $0 | $13,200 | $0 | $1,553 | $0 | $350,446 | $125,000 | $0 | $0 |
| FRANCES CASTELLOW | ||||||||||||||
| PRESIDENT OF OPERATIONS | $269,539 | $0 | $8,256 | $0 | $0 | $0 | $10,529 | $0 | $1,529 | $0 | $289,853 | $0 | $0 | $0 |
| WILLIAM J NASON | ||||||||||||||
| CHIEF FINANCIAL OFFICER | $253,364 | $0 | $8,116 | $0 | $0 | $0 | $10,493 | $0 | $18,380 | $0 | $290,353 | $0 | $0 | $0 |
| ANGELA M WALKER | ||||||||||||||
| CHIEF OF TALENT MANAGEMENT | $228,353 | $0 | $6,961 | $0 | $0 | $0 | $9,003 | $0 | $1,522 | $0 | $245,839 | $0 | $0 | $0 |
| CHRISTINE WILSON | ||||||||||||||
| VP ADVOCACY COMMUNICATIONS | $198,896 | $0 | $800 | $0 | $0 | $0 | $7,461 | $0 | $1,411 | $0 | $208,568 | $0 | $0 | $0 |
| ALAN RICHARDSON | ||||||||||||||
| FORMER EVP OF STRATEGIC PATIENT SOLU | $187,609 | $0 | $0 | $0 | $0 | $0 | $6,456 | $0 | $12,009 | $0 | $206,074 | $0 | $0 | $0 |
| SHONTA CHAMBERS | ||||||||||||||
| EVP OF HEALTH EQUITY INITIATIVES | $180,691 | $0 | $5,719 | $0 | $0 | $0 | $7,396 | $0 | $11,992 | $0 | $205,798 | $0 | $0 | $0 |
| ERIN BRADSHAW | ||||||||||||||
| CHIEF OF MISSION DELIVERY | $179,281 | $0 | $5,770 | $0 | $0 | $0 | $7,461 | $0 | $12,533 | $0 | $205,045 | $0 | $0 | $0 |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (2 entries)
| Relationship DescriptionRelationshipDescriptionTxt | TransactionTransactionAmt | TransactionTransactionDesc | Sharing Of RevenuesSharingOfRevenuesInd |
|---|---|---|---|
| DR ALAN J BALCH | |||
| CHIEF EXECUTIVE OFFICER | $1,619,628 | INTERCOMPANY ACTIVITY OCCURS BETWEEN PATIENT ADVOCATE FOUNDATION (PAF) AND NATIONAL PATIENT ADVOCATE FOUNDATION (NPAF). ALSO, PAF AND NPAF SHARE THE SAME CHIEF EXECUTIVE OFFICER. NPAF HAS A CONSULTING AGREEMENT IN WHICH PAF PAYS NPAF FEES TO REPRESENT THE POLICY INTERESTS OF PAF. THE CONSULTING FEES FOR FY 2023/2024 WERE $780,000. PAF ALSO GRANTED NPAF $200,000 TO SUPPORT THE NEEDS NAVIGATION GRANT IN FY 2023/2024. NPAF REIMBURSED PAF FOR SALARIES AND BENEFITS OF $299,636 FOR SHARED SERVICES, OF WHICH $125,000 WAS FOR ALAN BALCH'S SALARY. PAF REIMBURSED TO NPAF $297,436 IN SALARIES AND BENEFITS FOR SHARED SERVICES. NPAF ALSO REIMBURSED PAF FOR $28,220 OF OTHER EXPENSES, AND PAF REIMBURSED NPAF FOR $14,336 OF OTHER EXPENSES IN FY 2023/2024. | 0 |
| SHAWN NASON | |||
| SPECIAL EVENTS DIRECTOR | $100,927 | RELATED PARTY IS THE WIFE OF WILLIAM NASON, CHIEF FINANCIAL OFFICER OF PAF. | 0 |
Schedule M IRS990ScheduleM
Other Non Cash Contri Table OtherNonCashContriTableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Desc | AUCTION ITEMS | Desc |
| Contribution | 362 | ContributionCnt |
| Noncash Contributions Rpt F990 | $19,695 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | COMPARABLE SALES | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (12 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | THE FINANCE COMMITTEE OF THE BOARD OF DIRECTORS RECEIVES A DRAFT COPY OF THE FORM 990 THEN SUBSEQUENTLY REVIEWS IT FOR ACCURACY AND COMPLIANCE. ONCE IT IS APPROVED BY THE FINANCE COMMITTEE, ALL MEMBERS OF THE EXECUTIVE BOARD OF DIRECTORS RECEIVE THE FINAL COPY OF THE FORM 990 FOR REVIEW AND APPROVAL PRIOR TO FILING AND IS SO NOTED IN THE BOARD MEETING MINUTES. |
| FORM 990, PART VI, SECTION B, LINE 12C | UNDER THE DIRECTION OF THE GOVERNANCE COMMITTEE, MEMBERS OF THE PAF BOARD OF DIRECTORS ARE REQUIRED TO REVIEW AND SIGN THE CONFLICT OF INTEREST POLICY UPON ESTABLISHING MEMBERSHIP ON THE BOARD AND AGAIN ANNUALLY. THIS INCLUDES COMPLETING AN UPDATED CONFLICT OF INTEREST DISCLOSURE QUESTIONNAIRE IN WHICH EACH MEMBER MUST DISCLOSE ANY/ALL KNOWN CONFLICTS OF INTEREST AT THAT TIME. IF ANY CONFLICTS OF INTEREST ARE NOTED MORE INFORMATION WILL BE GATHERED BY THE GOVERNANCE COMMITTEE AND A DETERMINATION ON THE EXISTENCE OF A MATERIAL CONFLICT WILL BE ISSUED. THE GOVERNANCE COMMITTEE OF THE BOARD OF DIRECTORS IS CHARGED WITH ENFORCEMENT OF THIS POLICY. |
| FORM 990, PART VI, SECTION B, LINE 15 | PATIENT ADVOCATE FOUNDATION COMPLETES COMPENSATION STUDIES THAT UTILIZE NATIONAL COMPARABILITY DATA OF ORGANIZATIONS SIMILAR IN MISSION, SIZE AND REVENUES. PAF HAS A COMPENSATION COMMITTEE WITHIN THE BOARD OF DIRECTORS THAT CONSISTS OF AT LEAST 4 INDEPENDENT EXECUTIVE BOARD MEMBERS AND IS CHAIRED BY THE BOARD PRESIDENT. THIS COMMITTEE IS PROVIDED WITH THE COMPENSATION REPORT AND UTILIZES IT TO ESTABLISH THE CEO'S ANNUAL COMPENSATION. THIS COMMITTEE ALSO REVIEWS THE COMPENSATION OF KEY EMPLOYEES UTILIZING THE COMPENSATION REPORT. THIS PROCESS IS DOCUMENTED THROUGH MINUTES OF THE COMPENSATION COMMITTEE MEETING. |
| FORM 990, PART VI, SECTION C, LINE 19 | PATIENT ADVOCATE FOUNDATION MAKES AVAILABLE THE LAST 10 YEARS OF FORM 990S, AUDITED FINANCIAL STATEMENTS, ANNUAL REPORTS AND CURRENT LIST OF BOARD MEMBERS ON THE ORGANIZATION'S WEBSITE, WWW.PATIENTADVOCATE.ORG UNDER THE "LEARN ABOUT US" SECTION. ADDITIONALLY, PAF MAKES AVAILABLE THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, ARCHIVED FORM 990S (OLDER THAN 10 YEARS) AND AUDITED FINANCIAL STATEMENTS (OLDER THAN 10 YEARS) UPON REQUEST. |
| FORM 990, PART XI, LINE 9: | POSTRETIREMENT BENEFIT CHANGES OTHER THAN PERIODIC BENEFITS/COSTS 99,550. |
| FORM 990, SCH A, PART II, SECTION C, LINE 17A, FACTS AND CIRCUMSTANCES TEST | CONTINUED FROM SCHEDULE A (A) LAUNCHED IN 2004 IN RESPONSE TO A CRITICAL MASS OF PATIENTS REPORTING THEIR NEED FOR SUPPORT WITH UNMANAGEABLE CO-PAYMENTS FOR LIFE SAVING MEDICINES, PATIENT ADVOCATE FOUNDATION'S CO-PAY RELIEF PROGRAM (CPR) PROVIDES NEEDS-BASED FINANCIAL ASSISTANCE WITH CO-PAYMENTS, CO-INSURANCE AND DEDUCTIBLES REQUIRED BY A PATIENT'S INSURER FOR PHARMACEUTICAL TREATMENTS AND/OR PRESCRIPTION MEDICATIONS PRESCRIBED, TO TREAT AND/OR MANAGE THE PATIENT'S DISEASE. THE PROGRAM ALSO PROVIDES SUPPORT FOR MEDIATION ADMINISTRATION CHARGES, OFFICE VISIT COSTS THE DAY OF TREATMENT AND MEDICAL INSURANCE PREMIUM EXPENSES. TO QUALIFY FOR A GIVEN DISEASE-SPECIFIC FUND, AN APPLICANT MUST (1) HAVE A CONFIRMED DIAGNOSIS THAT IS SUPPORTED BY THE DISEASE FUND, (2) HAVE A TREATMENT REGIMEN IN PLACE, (3) HAVE AND MAINTAIN HEALTH INSURANCE AND (4) MEET THE FINANCIAL CRITERIA SET FORTH BY CPR FOR THE FUND AND; IN CERTAIN FUNDS, LIVE IN AN ELIGIBLE ZIP CODE (HEALTH EQUITY FUNDS ONLY). THE PROGRAM OFFERS PERSONAL SERVICE TO ALL PATIENTS USING CALL COUNSELORS; PERSONALLY, GUIDING PATIENTS THROUGH THE ENROLLMENT AND BENEFIT PROCESS AS WELL AS ONLINE TOOLS THAT CAN BE USED BY PATIENTS, PROVIDERS, AND PHARMACIES TO MAKE APPLICATION FOR ASSISTANCE. PAF DOES NOT CONSIDER THE IDENTITY OF ANY PHYSICIAN, PROVIDER, SUPPLIER OF ITEMS OR SERVICES, DONOR, DRUG THERAPY, SERVICES OR SUPPLIES BEING UTILIZED OR THE REFERRAL SOURCE WHEN ASSESSING WHETHER AN APPLICANT IS QUALIFIED FOR FINANCIAL ASSISTANCE FROM A PAF CPR DISEASE-SPECIFIC FUND. UNDER NO CIRCUMSTANCES WILL PAF RECOMMEND OR REFER AN APPLICANT OR ENROLLEE TO ANY FUND DONOR, PROVIDER, SUPPLIER, OR PRODUCT. QUALIFYING APPLICANTS ARE ENROLLED IN A DISEASE-SPECIFIC FUND FOR UP TO ONE YEAR FROM THE DATE OF ENROLLMENT AND MUST RE-APPLY THEREAFTER TO CONTINUE RECEIVING ASSISTANCE FROM A GIVEN DISEASE-SPECIFIC FUND. ENROLLMENT IN AND FINANCIAL ASSISTANCE FROM ANY DISEASE-SPECIFIC FUND IS PROVIDED ON A FIRST COME, FIRST SERVE BASIS TO THE EXTENT FUNDING IS AND REMAINS AVAILABLE. FINANCIAL ASSISTANCE FROM ANY CPR DISEASE-SPECIFIC FUND IS NOT DEPENDENT ON THE USE A PARTICULAR DRUG OR PROVIDER AND ENROLLEES ARE FREE TO SWITCH DRUG THERAPIES, TREATING PHYSICIANS, PHARMACIES, AND SUPPLIERS AT ANY TIME WITHOUT AFFECTING THEIR CONTINUED ELIGIBILITY FOR FINANCIAL ASSISTANCE FROM A DISEASE-SPECIFIC FUND. ENROLLEES ARE REQUIRED TO INFORM PAF IN THE EVENT THEIR FINANCIAL CIRCUMSTANCES CHANGE, AND/OR THEY LOSE THEIR HEALTH INSURANCE COVERAGE DURING THEIR ENROLLMENT PERIOD AS SUCH CHANGES MAY AFFECT ENROLLEE ELIGIBILITY FOR A GIVEN CPR FUND. IN FY2023/2024, PAF'S CO-PAY RELIEF PROGRAM EXPANDED ITS IMPACT THROUGH THE ADDITION OF FOUR (4) NEW GENERAL FUNDS, ASSISTING PATIENTS IN FIVE (5) NEW HEALTH EQUITY (HE) FUNDS AND FORTY-NINE (49) EXISTING FUNDS INCLUDING: ACROMEGALY, ACUTE MYELOID LEUKEMIA, ALZHEIMER'S DISEASE HE, AMYLOIDOSIS, ASTHMA, BILE DUCT CANCER, BREAST CANCER, BREAST CANCER HE, CANCER GENETIC & GENOMIC TESTING, CERVICAL CANCER, CHRONIC OBSTRUCTIVE PULMONARY DISEASE HE, CORONARY ARTERY DISEASE HE, COVID-19 & POST COVID CONDITIONS, CYSTIC FIBROSIS, DIABETES, DIABETES HE, DIABETES TYPE 2 HE, GAUCHER DISEASE, GAUCHER DISEASE HE, HEART FAILURE HE, HEMOPHILIA, HEPATITIS B, HEPATITIS C HE, HEPATOCELLULAR CARCINOMA, HIV, AIDS & PREVENTION, HIV, AIDS & PREVENTION HE, HOMOZYGOUS FAMILIAL HYPERCHOLESTEROLEMIA, LUPUS, LUPUS HE, MELANOMA, METASTATIC BREAST CANCER, METASTATIC COLORECTAL CANCER, METASTATIC COLORECTAL CANCER HE, METASTATIC PROSTATE CANCER, MULTIPLE MYELOMA, MULTIPLE MYELOMA HE, MULTIPLE SCLEROSIS, MULTIPLE SCLEROSIS HE, MYELODYSPLASTIC SYNDROMES, NON-SMALL CELL LUNG CANCERS, NON-SMALL CELL LUNG CANCERS HE, OVARIAN CANCER, OVARIAN CANCER HE, PANCREATIC CANCER, PARKINSON'S DISEASE HE, PERIODIC PARALYSIS, PROSTATE CANCER, PROSTATE CANCER HE, PULMONARY FIBROSIS, PULMONARY HYPERTENSION, RENAL CELL CARCINOMA, RHEUMATOID ARTHRITIS, SMALL CELL LUNG CANCER, SOCIAL NEEDS ASSESSMENT & INTERVENTION FUND, SPINAL MUSCULAR ATROPHY, SPINAL MUSCULAR ATROPHY HE, THYROID EYE DISEASE AND VIROLOGY TESTING HE. PAF'S CO-PAY RELIEF PROGRAM ESTABLISHED HEALTH EQUITY FUNDS IN 2022, A NEW TYPE OF FUND THAT MAKES CPR MORE ACCESSIBLE AND BENEFICIAL FOR PATIENTS WHO NEEDED THE MOST HELP AND ARE NOT BEING SERVED ADEQUATELY BY THE EXISTING SAFETY NET INFRASTRUCTURE. DEVELOPED USING THE CDC'S SOCIAL VULNERABILITY INDEX (SVI) AND CDC DISEASE INCIDENCE DATA, OUR HEALTH EQUITY FUNDS SERVE PEOPLE LIVING IN 226 COUNTIES ACROSS THE UNITED STATES THAT HAVE BEEN IDENTIFIED BY THE CDC AS HAVING THE HIGHEST SOCIAL VULNERABILITY SCORES AND ARE BURDENED WITH HIGH RATES OF CHRONIC DISEASES. THE HEALTH EQUITY FUNDS ARE DESIGNED TO SPECIFICALLY PROVIDE SUPPORT TO ELIGIBLE PATIENTS LIVING IN ONE OF THE 226 COUNTIES COVERED BY THE FUNDS, WHICH IS VERIFIED USING THE ZIP CODE OF THE PATIENT'S HOME ADDRESS. ALL OTHER ELIGIBILITY REQUIREMENTS, AND FUND OPERATION, ARE THE SAME AS OUR GENERAL FUNDS. IN FY2023/2024, ESTABLISHED FIVE (5) NEW HEALTH EQUITY FUNDS INCLUDING: GAUCHER DISEASE HE, LUPUS HE, MULTIPLE SCLEROSIS HE, SPINAL MUSCULAR ATROPHY HE AND DIABETES TYPE 2 HE. PAF HAS PROVIDED OVER 8,000 PATIENTS WITH ASSISTANCE THROUGH THE HE FUNDS. THE FOUNDATION'S CO-PAY RELIEF PROGRAM OFFERS A DEDICATED, SECURE WEB-BASED PORTAL FOR PATIENTS AND/OR THEIR FAMILY MEMBERS TO ENROLL ELECTRONICALLY FOR THE CO-PAY RELIEF PROGRAM DIRECTLY FROM THE CO-PAY RELIEF PROGRAM WEBSITE. ALSO, CPR OFFERS TWO DEDICATED, SECURED PORTALS FOR MEDICAL PROVIDERS AND PHARMACY REPRESENTATIVES TO ENROLL ELECTRONICALLY FOR THE CO-PAY RELIEF PROGRAM ON BEHALF OF THE PATIENTS THEY ARE WORKING WITH. THE FOUNDATION ALSO OFFERS TOLL-FREE TELEPHONIC SUPPORT SERVICES TO PATIENTS WHO PREFER TO RECEIVE PERSONAL ASSISTANCE FROM A PROGRAM SPECIALIST. IN FY2023/2024, THE FOUNDATION ADMINISTERED CO-PAYMENT ASSISTANCE TO 75,629 QUALIFIED PATIENTS THROUGH 58 ASSISTANCE FUNDS AVAILABLE THROUGH THE CO-PAY RELIEF PROGRAM. THE PROGRAM STAFF FIELDED 194,142 TELEPHONE CALLS AND PROCESSED CLAIMS TOTALING OVER $243,377,348 IN SUPPORT OF QUALIFIED PATIENTS' OUT OF POCKET EXPENSES FOR REQUIRED CO-PAYMENTS, CO-INSURANCE, AND DEDUCTIBLES. SINCE ITS INCEPTION IN 2004, THE FOUNDATION HAS PROVIDED CO-PAYMENT ASSISTANCE TO OVER 753,000 INDIVIDUALS ALLOCATING MORE THAN $2.4 BILLION IN CO-PAYMENT AWARDS. HEALTH EQUITY INITIATIVE, COMMUNITY OUTREACH & PATIENT ENGAGEMENT HEALTH EQUITY IS THE PHILOSOPHY, THE LEADING PRINCIPLE, WHICH GUIDES PAF'S DECISION-MAKING PROCESS AND BEHAVIOR ACROSS THE ORGANIZATION. IT INFORMS WHAT PAF DOES, WHERE PAF DOES IT, WHO PAF SERVES AND HOW PAF REACHES THEM. IT FRAMES THE TACTICAL APPROACH TO REDUCE HEALTH DISPARITIES AMONG SPECIFIC POPULATIONS WITH IMPROVED HEALTH OUTCOMES BEING THE OVERALL GOAL. PAF'S COMMITMENT IS SHAPED BY THE STORIES OF THE PATIENTS SERVED BY THE FOUNDATION AND INFORMED BY THE EMPLOYEES THAT ENRICH PAF OPERATIONS AND DELIVER EXCEPTIONAL CUSTOMER SERVICE. SPECIFIC ACTIVITIES FOCUS ON TACKLING SOCIAL/FINANCIAL SUPPORT NEEDS AND MITIGATING BARRIERS THAT IMPACT ACCESS TO HEALTH SERVICES. IN FY2023/2024, PAF SUCCESSFULLY COMPETED AND WAS AWARDED A NEW FIVE-YEAR COOPERATIVE AGREEMENT FROM THE CENTERS FOR DISEASE CONTROL AND PREVENTION-DIVISION OF CANCER PREVENTION AND CONTROL AND OFFICE OF SMOKING ON HEALTH TO CONTINUE OPERATION OF THE SELFMADE HEALTH NETWORK (SMHN). THE NEW NATIONAL NETWORKS DRIVING ACTION (DP23-0015) AWARD WILL ALLOW SMHN TO EXPAND EFFORTS TO ADDRESS CANCER AND TOBACCO RELATED DISPARITIES BY EXPANDING TRAINING AND TECHNICAL ASSISTANCE SUPPORT TO NOT JUST NATIONAL COMPREHENSIVE CANCER CONTROL PROGRAMS AND NATIONAL STATE TOBACCO CONTROL PROGRAMS, BUT THEIR COALITION PARTNERS IN AN EFFORT TO ADDRESS THE SOCIAL DRIVERS OF HEALTH DISPARITIES. THIS NEW COOPERATIVE AGREEMENT ALLOWS FOR THE IMPLEMENTATION OF AN UPSTREAM, EVIDENCED-BASED APPROACH TO BRING ABOUT SUSTAINABLE POLICY, SYSTEM, AND ENVIRONMENTAL CHANGES. |
| FORM 990, SCH A, PART II, SECTION C, LINE 17A, FACTS AND CIRCUMSTANCES TEST | CONTINUED FROM SCHEDULE O (B). THE SMHN CLOSED OUT THE PREVIOUS AWARD IN SEPTEMBER 2023 WITH SOME SIGNIFICANT ACCOMPLISHMENTS. SMHN EXPANDED ITS NATIONAL NETWORK WITH THE ADDITION OF 13 NEW ORGANIZATIONS REPRESENTING LOCAL HEALTH SYSTEMS, ACADEMIA, STATE PUBLIC HEALTH ENTITIES, COMMUNITY-BASED ORGANIZATIONS, AND FAITH-BASED ORGANIZATIONS. THROUGH THE TRI-NETWORKS HUMAN PAPILLOMAVIRUS VIRUS (HPV) LEARNING COLLABORATIVE (A PARTNERSHIP WITH NUESTRAS VOCES AND GEOGRAPHIC HEALTH EQUITY ALLIANCE-A SIBLING NATIONAL NETWORK) TRAINING AND TECHNICAL ASSISTANCE WAS PROVIDED TO NATIONAL COMPREHENSIVE CANCER CONTROL PROGRAM STAFF AND COALITION MEMBERS REPRESENTING CHEROKEE NATION, FLORIDA, INDIANA, GEORGIA, MICHIGAN, NEW JERSEY, OHIO, AND TENNESSEE. MORE THAN 10 NATIONAL STATE TOBACCO CONTROL PROGRAMS, WHO IDENTIFIED POPULATIONS WITH LOW SOCIOECONOMIC CHARACTERISTICS AS A PRIORITY POPULATION BENEFITED FROM DIRECT TECHNICAL ASSISTANCE PROVIDED ON BEHALF OF SMHN BY EMORY UNIVERSITY. COLLECTIVELY SMHN REACHED MORE THAN 600 ATTENDEES VIA WEBINARS ON TOPICS INCLUDING: ENHANCING COMMUNITY-CLINICAL LINKAGES TO EXPAND LUNG CANCER SCREENING NATIONWIDE EXAMINING THE INTERSECTION OF CANCER DISPARITIES AMONG POPULATIONS WITH LOW SOCIOECONOMIC STATUS (SES) CHARACTERISTICS (WITH CME/CNE/CPH AND CEU CREDITS) FROM PREVENTION TO SCREENING AND SURVIVORSHIP: A ROADMAP FOR REDUCING SHARED RISKS ASSOCIATED WITH CANCERS AND CARDIOVASCULAR DISEASE AMONG LOW-INCOME POPULATIONS AND PATIENTS (2 PART SERIES/SMHN PARTNERSHIP WITH THE AMERICAN HEART ASSOCIATION) LUNG CANCER DISPARITIES: ADDRESSING GAPS AND OPPORTUNITIES TO IMPROVE HEALTH OUTCOMES AND HEALTH EQUITY AMONG LOW-INCOME POPULATIONS AND OTHER POPULATIONS WITH LOW SOCIOECONOMIC STATUS (SES) CHARACTERISTICS (3 PART SERIES) WEBINAR SERIES: MOVING CANCER MOONSHOT FORWARD BY CONNECTING MORE STATES, HEALTH SYSTEMS, SECTORS, AND COMMUNITIES TO IMPROVE HEALTH EQUITY, ACCESS, AND OUTCOMES (4 PART SERIES) ADDITIONALLY, HALF OF STATE NCCCPS AND NSTCPS PARTICIPATED IN EITHER ONE-ON-ONE TECHNICAL ASSISTANCE OR GROUP LEARNING ACTIVITIES PROVIDED BY SMHN. HEALTH EQUITY AFFINITY GROUP AS PAF CONTINUES TO FOCUS ON OPPORTUNITIES TO EXPAND ITS COMMITMENT TO HEALTH EQUITY, BOLD INTERNAL CHANGES WERE MADE, INCLUDING PUBLISHING A REVISED PAF POLICIES AND PROCEDURES MANUAL THAT IS A REFINED, EQUITY FOCUSED EMPLOYEE HANDBOOK; THE DEVELOPMENT AND IMPLEMENTATION OF THE INAUGURAL DIVERSITY, EQUITY AND INCLUSION EMPLOYEE SURVEY AND SUBSEQUENT DEVELOPMENT OF STAFF LED HEALTH EQUITY WORK STREAMS TO DEVELOP AND IMPLEMENT STRATEGIES IN RESPONSE TO SURVEY OUTCOMES. COMMUNITY OUTREACH AND ENGAGEMENT COMMUNITY OUTREACH AND ENGAGEMENT IS OUR STRATEGIC APPROACH TO REACHING AND MEETING PEOPLE WHERE THEY ARE, IN THE COMMUNITIES WHERE THEY LIVE, WORK, PLAY, AND PRAY, ALONGSIDE THE VARIOUS COMMUNITY-BASED ORGANIZATIONS AND STAKEHOLDERS THAT ARE ON THE FRONTLINES EACH DAY STRIVING TO BRING ABOUT SUSTAINABLE CHANGE. THROUGH OUR HEALTH EQUITY INITIATIVES (HEI) WE CONTINUE TO ESTABLISH AND CULTIVATE STRATEGIC PARTNERSHIPS WITH COMMUNITY-BASED ORGANIZATIONS, HEALTH SYSTEMS, AND ACADEMIC INSTITUTIONS WHERE THE PORTFOLIO OF SERVICES PROVIDED BY PAF CAN REACH THOSE WHO NEED THEM THE MOST. OUR APPROACH SEEKS TO ENGAGE AND WORK WITH ORGANIZATIONS WHO ARE ON THE FRONT LINE STRIVING TO CONNECT THOSE WHO ROUTINELY MAY NOT BE CONNECTED TO THE HEALTH CARE SYSTEM. THIS APPROACH IS INTENTIONAL AND REFLECTS OUR COMMITMENT TO TAKING PAF "TO THE PEOPLE AND NOT SIMPLY WAITING FOR THEM TO FIND US. AWARDS, RECOGNITIONS, NEW PLATFORMS PAF RECEIVED THE ADVOCACY AWARD FROM THE RARE DISEASE DIVERSITY COALITION (RDDC) FOR OUR STEADFAST LEADERSHIP AND COMMITMENT TO ADDRESSING DISPARITIES AMONG PERSONS LIVING WITH RARE DISEASES. THIS WAS AWARDED TO PAF BY THE BLACK WOMEN'S HEALTH INITIATIVE, THE CONVENING ENTITY OF THE RDDC. IN RECOGNITION OF RARE DISEASE WEEK, IN FEBRUARY 2024, PAF HE STAFF WAS INVITED TO MODERATE A PANEL AT THE INAUGURAL RARE DISEASE FORUM HOSTED BY THE WHITE HOUSE OFFICE OF SCIENCE AND TECHNOLOGY POLICY. THIS EVENT WAS VIEWED ONLINE BY MORE THAN 500 VIEWERS ELEVATING NECESSARY ATTENTION OF THE DISEASE ODYSSEY AND RESEARCH OPPORTUNITIES FOR PERSONS LIVING WITH RARE DISEASES. IN MARCH 2024, PAF HE JOINED A PANEL OF THOUGHT LEADERS FOR THE 2024 POLITICO HEALTH SUMMIT. THIS WAS THE FIRST TIME THAT PAF HE STAFF PARTICIPATED IN THIS EVENT. THE SUMMIT ADDRESSED TOPICS SUCH AS HEALTH EQUITY, THE FUTURE OF MEDICINE, THE LATEST IN HEALTH TECH, NEW DRUGS AND MORE HIGHLIGHTING THE IMPACT ON PATIENTS NOW AND IN THE FUTURE. HIGHLIGHTS FROM THE SUMMIT WERE BROADCASTED ON OUTLETS SUCH AS C-SPAN.ORG HTTPS://WWW.POLITICO.COM/HEALTHCARESUMMIT2024 PATIENT EDUCATION & EMPOWERMENT PAF EXTENDS ITS PATIENT SERVICES BY DEVELOPING AND DELIVERING PATIENT EDUCATION AND EMPOWERMENT TOOLS WITH A FOCUS ON PROVIDING PRACTICAL ADVICE AND GUIDANCE TO HEALTHCARE CONSUMERS. THESE TOOLS AIM TO ENHANCE INDIVIDUALS' DAY-TO-DAY EXPERIENCES WITH INSURANCE AND ENCOURAGE ACTIVE ENGAGEMENT WITHIN THE HEALTHCARE SYSTEM. PAF'S EDUCATIONAL ACTIVITIES ARE DESIGNED BASED ON THE CONVERSATIONS THAT OCCUR AMONG CASE MANAGERS, PATIENTS, AND CAREGIVERS, FOCUSING ON THOSE TOPICS FOR WHICH PATIENTS MOST FREQUENTLY SEEK HELP. ANNUALLY, PAF CREATES, MAINTAINS, AND DISSEMINATES A DIVERSE RANGE OF PATIENT EDUCATION MATERIALS AND ONLINE RESOURCES, AVAILABLE IN BOTH PRINTED AND ELECTRONIC FORMATS. PAF'S EDUCATIONAL PORTFOLIO ENCOMPASSES A WIDE ARRAY OF SUBJECTS, PRESENTED IN VARIOUS FORMATS TO CATER TO THE PREFERENCES AND NEEDS OF MULTIPLE AUDIENCES. THIS INCLUDES PATIENTS, CAREGIVERS, PROFESSIONALS, AS WELL AS THOSE DIRECTLY INTERACTING WITH THE FOUNDATION FOR ASSISTANCE AND THE GENERAL PUBLIC ACCESSING THE WEBSITE AND ENGAGING WITH PAF. PAF'S PATIENT EDUCATION RESOURCES ARE FREQUENTLY UTILIZED BY OTHER ORGANIZATIONS AND INSTITUTIONS, WHO SHARE THESE MATERIALS WITH THEIR OWN PATIENTS. THE FOUNDATION CURATES AN EXTENSIVE LIBRARY OF PAF-AUTHORED PATIENT EDUCATIONAL PUBLICATIONS, ON-DEMAND WEBINARS, INTERACTIVE TRAINING SERIES, AND RESOURCEFUL TOOLS. ALL RESOURCES ARE ACCESSIBLE AT NO COST TO PATIENTS. IN FY2023/2024, THE FOUNDATION'S PATIENT EDUCATION AND EMPOWERMENT TEAM SUCCESSFULLY PUBLISHED 71 NEW, TRANSLATED, OR REVISED PUBLICATIONS, ALONG WITH AUDIO RECORDINGS, EDUCATIONAL WEBINARS, AND PRESENTATIONS. ADDITIONALLY, PAF PROVIDED SUPPORT FOR TWO MULTI-YEAR EDUCATIONAL PROJECTS: THE PATIENT ACTION COUNCIL PROJECT AND MATTERS OF THE HEART. FURTHERMORE, THE TEAM UNDERTOOK FOUR STANDALONE PROJECTS: THE CREATION OF BIOMARKER TIP SHEETS AND AUDIO RECORDINGS, THE CREATION OF A NEW "GETTING THE MOST FROM YOUR MEDICARE BENEFITS" PUBLICATION AND VIDEO SERIES, THE CREATION OF OUR "EMPOWERED CARE SERIES", A THREE-PART PUBLICATION SERIES THAT EDUCATES AND EMPOWERS INDIVIDUALS IN MAKING CRUCIAL DECISIONS REGARDING THEIR WELL-BEING AS THEY NAVIGATE THE CHALLENGES OF END-OF-LIFE CARE, AND THE CREATION OF A NEW "THE INSIDER'S GUIDE TO DRUG FORMULARIES AND MEDICATION BENEFITS" PUBLICATION. THE DEPARTMENT ESTABLISHED A PARTNERSHIP WITH THE NYU GLOBAL PUBLIC HEALTH DEPARTMENT, AND IN JANUARY / FEBRUARY 2024, A NYU INTERN PROVIDED DIGITAL MARKETING ASSISTANCE BY REVIEWING DESCRIPTIONS OF OUR 275 RESOURCES AND RE-WORDING THEM UTILIZING ESTABLISHED KEY WORDS. USING THESE DESCRIPTIONS, SHE ENTERED META DESCRIPTIONS TO FURTHER SUPPORT SEO. |
| FORM 990, SCH A, PART II, SECTION C, LINE 17A, FACTS AND CIRCUMSTANCES TEST | CONTINUED FROM SCHEDULE O (C) IN FY2023/2024, THE DEPARTMENT CONDUCTED ITS FIRST IMPACT EVALUATION SURVEY FOR THE NATIONAL FINANCIAL RESOURCE DIRECTORY. 90% OF RESPONDENTS RATED NFRD HIGHLY VALUABLE, 88% OF RESPONDENTS WILL LIKELY SHARE THE TOOL WITH OTHERS, AND 78% OF RESPONDENTS FOUND THE TOOL EASY TO NAVIGATE. USERS OF THE DIRECTORY CONDUCTED A TOTAL OF 120,428 SEARCHES. THESE SEARCHES YIELDED 3,736,314 MATCHING RESOURCES, AVERAGING 31 CUSTOMIZED RESOURCES PER SEARCH. THE MOST FREQUENTLY SOUGHT-AFTER FINANCIAL ASSISTANCE CATEGORIES WERE FOR COST OF LIVING AND MEDICAL AND PRESCRIPTION COSTS. THE TOP 8 ASSISTANCE TYPES, RANKED BY SEARCH FREQUENCY, WERE: FINANCIAL ASSISTANCE SUPPORT, CHARITABLE COPAYMENT ASSISTANCE, MEDICATION COSTS, MEDICAL BILLS, UTILITIES, FOOD & NUTRITION, AFFORDABLE OPTIONS FOR CARE, AND TRANSPORTATION. PAF NATIONAL FINANCIAL RESOURCE DIRECTORY THE IMPACT EVALUATION SURVEY IDENTIFIED: O 90% OF RESPONDENTS RATED NFRD HIGHLY VALUABLE. O 88% OF RESPONDENTS WILL LIKELY SHARE THE TOOL WITH OTHERS. O 78% OF RESPONDENTS FOUND THE TOOL EASY TO NAVIGATE. USERS COMPLETED 120,428 ELECTRONIC SEARCHES FOR RESOURCES, A 104% INCREASE OVER FY22/23 3,736,314 MATCHING RESOURCES WERE PROVIDED TO USERS, A 295% INCREASE OVER FY22/23, AVERAGING 31 CUSTOMIZED RESOURCES PER SEARCH, A 94% INCREASE OVER FY22/23. USERS SEARCHED FOR FINANCIAL ASSISTANCE CATEGORIES MOST FREQUENTLY. THE TOP 8 CATEGORIES, RANKED BY SEARCH FREQUENCY, WERE: FINANCIAL ASSISTANCE SUPPORT, CHARITABLE COPAYMENT ASSISTANCE, MEDICATION COSTS, MEDICAL BILLS, UTILITIES, FOOD & NUTRITION, AFFORDABLE OPTIONS FOR CARE, AND TRANSPORTATION. NEW, TRANSLATED, AND REVISED PATIENT EDUCATION PUBLICATIONS, AUDIO RECORDINGS, EDUCATIONAL WEBINARS & PRESENTATIONS THE SPOTLIGHT, JULY 2023: THE PATIENT EDUCATION SURVEY RESULTS ARE IN! IT'S MEN'S HEALTH MONTH - PUBLICATION THE SPOTLIGHT, AUGUST 2023: CREATING MEANINGFUL RESOURCES FOR YOU - PUBLICATION SPOTLIGHT SEPTEMBER 2023: CELEBRATING HERITAGE AND HEALTH: RESOURCES FOR SPANISH SPEAKERS - PUBLICATION OCTOBER 2023 SPOTLIGHT: NEW MEDICARE RESOURCES FOR YOU - PUBLICATION NOVEMBER 2023 SPOTLIGHT: EXPLORE PAFS NEW BIOMARKER RESOURCES- PUBLICATION THE SPOTLIGHT DECEMBER 2023: A LOOK BACK AT 2023 - EDUCATION RESOURCE LIBRARY (PATIENTADVOCATE.ORG) - PUBLICATION MEDICARE ELIGIBILITY AND ENROLLMENT TRAINING SERIES FLYER - PUBLICATION MAKING THE MOST OF YOUR MEDICARE BENEFITS: A GUIDE TO NAVIGATING MEDICARE WITH CONFIDENCE- PUBLICATION LIVING SMART, SPENDING SMART: ADDRESSING UTILITIES, HOUSING, TRANSPORTATION, AND NUTRITION COSTS HEAD-ON - PUBLICATION PAF CORPORATE BROCHURE - VIETNAMESE - PUBLICATION ACCESSING CARE WITHOUT HEALTH INSURANCE - PUBLICATION NAVIGATING ASSISTANCE PROGRAMS: MAXIMIZING YOUR HEALTHCARE DOLLARS: UNDERSTANDING FLEXIBLE SPENDING ACCOUNTS AND HEALTH SAVINGS ACCOUNTS- PUBLICATION MEDICAL BILLING FREQUENTLY ASKED QUESTIONS AND COMMON TERMS: HOW MEDICAL BILLING RELATES TO HEALTH INSURANCE DENIALS AND APPEALS TIP SHEET - PUBLICATION BIOMARKER REFERENCES AND RESOURCES - PUBLICATION TYPES OF BIOMARKER TESTING- PUBLICATION BIOMARKER TREATMENT OPTIONS- PUBLICATION QUESTIONS TO ASK YOUR DOCTOR ABOUT BIOMARKER TESTING- PUBLICATION HEALTH INSURANCE AND COVERAGE OF BIOMARKER TESTING- PUBLICATION CLINICAL TRIALS AND BIOMARKER TESTING- PUBLICATION WHAT IS THE POTENTIAL FINANCIAL IMPACT OF BIOMARKER TESTING ON MY BUDGET? PUBLICATION MATTERS OF THE HEART TIP SHEET: PARTNERING WITH YOUR PROVIDER PUBLICATION MATTERS OF THE HEART TIP SHEET: YOUR HEART, YOUR RIGHTS: UNDERSTANDING HEALTH INSURANCE PROTECTIONS PUBLICATION THE SPOTLIGHT JANUARY 2024: FINANCIAL WELLNESS MONTH TURNS THE FOCUS ONTO YOUR FINANCIAL HEALTH PUBLICATION THE SPOTLIGHT FEBRUARY 2024: LAUNCHING TWO NEW EDUCATION RESOURCES FOR AMERICAN HEART MONTH PUBLICATION THE SPOTLIGHT MARCH 2024: KEEPING YOU INFORMED: HOW TO STAY UPDATED WITH PAF PUBLICATION THE SPOTLIGHT APRIL 2024: SHINING A LIGHT ON NATIONAL MINORITY HEALTH MONTH PUBLICATION THE SPOTLIGHT MAY 2024: WHAT'S NEW AT PAF? PUBLICATION THE SPOTLIGHT: JUNE 2024, NEW PUBLICATIONS AIMED AT PLANNING FOR YOUR CAREBE BETTER PREPARED: FREQUENTLY ASKED QUESTIONS FROM PATIENTS PUBLICATION A QUICK GUIDE TO HOME HEALTH SERVICES PUBLICATION THE LONG AND SHORT OF LONG-TERM CARE PUBLICATION PLANNING FOR YOUR END-OF-LIFE CARE PUBLICATION SAMPLE APPEAL LETTER FOR CLAIM DENIAL PUBLICATION SAMPLE APPEAL LETTER FOR PRE-AUTHORIZATION DENIAL PUBLICATION BE BETTER PREPARED: FREQUENTLY ASKED QUESTIONS FROM PATIENTS PUBLICATION THE INSIDER'S GUIDE TO DRUG FORMULARIES AND MEDICATION BENEFITS PUBLICATION TREATMENT OPTIONS (VIMEO.COM) - AUDIO QUESTIONS TO ASK YOUR DOCTOR ABOUT BIOMARKER TESTING (VIMEO.COM) - AUDIO TYPES OF BIOMARKER TESTING (VIMEO.COM) - AUDIO HEALTH INSURANCE AND COVERAGE OF BIOMARKER TESTING (VIMEO.COM) - AUDIO CLINICAL TRIALS AND BIOMARKER TESTING (VIMEO.COM) - AUDIO WHAT IS THE POTENTIAL FINANCIAL IMPACT OF BIOMARKER TESTING ON MY BUDGET? (VIMEO.COM) - AUDIO THE LIGHTHOUSE TRAINING SERIES: CHOOSE THE RIGHT HEALTH INSURANCE FOR YOU (SPANISH) ELIJA EL SEGURO MDICO ADECUADO PARA USTED GUA RPIDA PARA CONSUMIDORES DE SERVICIOS DE SALUD - TRANSLATION THE LIGHTHOUSE TRAINING SERIES: FEDERAL, GOVERNMENTAL AND INCOME BENEFITS AND PROTECTIONS (SPANISH) HOJA INFORMATIVA SOBRE BENEFICIOS Y PROTECCIONES TRANSLATION THE LIGHTHOUSE TRAINING SERIES: A GUIDE TO MANAGING THE COSTS OF YOUR MEDICAL CARE (SPANISH) TRANSLATION SERIE DEL FARO GUA PARA ADMINISTRAR LOS COSTOS DE SU ATENCIN MDICA HOJA DE CONSEJOS TRANSLATION THE LIGHTHOUSE TRAINING SERIES: MEDICAL EXPENSES (SPANISH) GASTOS MDICOS: SERVICIOS DE ATENCIN MDICA; TRANSLATION THE LIGHTHOUSE TRAINING SERIES: A GUIDE TO PAYING FOR MEDICATIONS (SPANISH) SERIE DEL FARO GUA PARA EL PAGO DE MEDICAMENTOS HOJA DE CONSEJOS TRANSLATION THE LIGHTHOUSE TRAINING SERIES: WORKPLACE BENEFITS (SPANISH) BENEFICIOS EN EL LUGAR DE TRABAJO GUIA PARA TRABAJADORES TRANSLATION NAVIGATING ASSISTANCE PROGRAMS, FINDING HELP TIP SHEET (SPANISH) USO DE LOS PROGRAMAS DE ASISTENCIA: CMO BUSCAR AYUDA TRANSLATION NAVIGATING ASSISTANCE PROGRAMS: IMPROVING YOUR CHANCES FOR HELP TIP SHEET (SPANISH) USO DE LOS PROGRAMAS DE ASISTENCIA: CMO MEJORAR SUS POSIBILIDADES DE OBTENER AYUDA TRANSLATION MAKING THE MOST OF YOUR MEDICARE BENEFITS: A GUIDE TO NAVIGATING MEDICARE WITH CONFIDENCE (SPANISH) APROVECHAR AL MXIMO SUS PRESTACIONES DE MEDICARE: UNA GUA PARA NAVEGADO MEDICARE CON CONFIANZA TRANSLATION 7 MODULES MEDICARE ELIGIBILITY AND ENROLLMENT TRAINING SERIES UPDATE MEDICARE GLOSSARY OF KEY TERMS PUBLICATION UPDATE COMPARING MEDIGAP PLANS 2023 PUBLICATION UPDATE MATTERS OF THE HEART WIDGET UPDATE USER'S GUIDE TO THE HEALTH INSURANCE MARKETPLACE PUBLICATION UPDATE MATTERS OF THE HEART FLYER PUBLICATION UPDATE MATTERS OF THE HEART FLYER (SPANISH) PUBLICATION UPDATE YOUR DRUG FORMULARY: WHY IT'S IMPORTANT PUBLICATION UPDATE MAXIMIZING YOUR HEALTHCARE DOLLARS: UNDERSTANDING FLEXIBLE SPENDING ACCOUNTS AND HEALTH SAVINGS ACCOUNTS PUBLICATION UPDATE MAINTAINING EFFECTIVE COMMUNICATION WITH YOUR PROVIDER (CARDIO) PUBLICATION UPDATE OFFSETTING CANCER CARE COSTS: MEDICAL EXPENSES IN CONJUNCTION WITH HOPE CONNECTIONS FOR CAPITAL REGION HEALTH SYSTEMS - PRESENTATION NAVIGATING THE PAF WEBSITE, NFRD UTILIZATION, CO-PAY PRESENTATION TO COMMUNITY HEALTH WORKERS - PRESENTATION OPEN ENROLLMENT TO THE ALS ASSOCIATION - PRESENTATION OFFSETTING CANCER CARE COSTS: LIVING EXPENSES IN CONJUNCTION WITH HOPE CONNECTIONS FOR CAPITAL REGION HEALTH SYSTEMS PRESENTATION SOCIAL SECURITY AND MEDICARE FOR PEOPLE DIAGNOSED WITH ALS: FOR THE WESTERN PA CHAPTER OF THE ALS ASSOCIATION. PRESENTATION DURING FY2023/2024, MEMBERS OF THE FOUNDATION'S STAFF ALSO CONDUCTED, PARTICIPATED IN, AND HOSTED EDUCATIONAL OUTREACH AT THE LOCAL, REGIONAL, AND NATIONAL LEVELS WITH THE GOAL OF EDUCATING THE PUBLIC, NONPROFIT ORGANIZATIONS, AND MEMBERS OF THE HEALTHCARE COMMUNITY (WHO SUPPORT PATIENTS) ABOUT THE SERVICES AND EDUCATIONAL MATERIALS OFFERED BY THE FOUNDATION AND THE CHALLENGES FACING PATIENTS AS THEY NAVIGATE THEIR TREATMENT JOURNEY. THIS OUTREACH WAS, IN CASES, TARGETED TO A POPULATION OUTLINED IN HEALTHCARE ACCESS AND DISEASE OUTCOMES DATA AS AFFECTED BY SOCIAL DETERMINANTS OF HEALTH AND UNDERSERVED COMMUNITIES. WHILE PAF IS STILL PARTICIPATING IN VIRTUAL EVENTS, ATTENDANCE AT IN-PERSON EVENTS HAS INCREASED SIGNIFICANTLY. PAF CONTINUES TO SUPPORT VIRTUAL ENGAGEMENTS TO REACH A BROADER AUDIENCE THROUGH VARIOUS SOURCES AND INCREASE PUBLIC AWARENESS OF PAF RESOURCES TO PATIENTS AND FAMILIES. IN FY23/24, ATTENDED 120 OUTREACH EVENTS AND DISTRIBUTED 4135, AN INCREASE OF 5%, EDUCATIONAL PUBLICATIONS THROUGH THESE EVENTS. |
| FORM 990, SCH A, PART II, SECTION C, LINE 17A, FACTS AND CIRCUMSTANCES TEST | CONTINUED FROM SCHEDULE O (D) HEALTH SERVICES RESEARCH THE AIM OF THE HEALTH SERVICES RESEARCH PORTFOLIO IS TO IMPROVE THE PATIENT EXPERIENCE BY STUDYING THE PATIENT JOURNEY, UNMET NEEDS, AND THE IMPACT THAT SYSTEMS AND SOCIAL SUPPORT INTERVENTIONS HAVE ON OVERALL PATIENT HEALTH AND WELLBEING. MAJOR RESEARCH, EVALUATION, AND PATIENT EXPERIENCE/ENGAGEMENT INITIATIVES IN FY2023-2024 INCLUDED ONGOING PARTNERSHIPS ON RESEARCH INTERVENTION PROJECTS WITH ACADEMIC AND PARTNERS INCLUDING: THE UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL, EMORY UNIVERSITY, FRED HUTCHINSON CANCER RESEARCH CENTER AS WELL AS A NEW PROJECT WITH UNIVERSITY OF CALIFORNIA IRVINE THAT LAUNCHED IN AUGUST 2023 (2). THESE PROJECTS UTILIZE CASE MANAGEMENT AS AN INTERVENTION TO ADDRESS FINANCIAL AND SOCIAL NEED. IN ADDITION TO PAF'S INTERVENTION WORK, PAF CONTINUES TO PARTNER WITH SCIENTIFIC AND/OR ACADEMIC INSTITUTIONS TO DEVELOP AND ANALYZE SURVEY DATA THAT ARE THE CORNERSTONE OF OUR PEER REVIEWED PUBLICATIONS. THIS YEAR EIGHT ARTICLES WERE PUBLISHED IN PEER REVIEWED JOURNALS AND NINE ABSTRACTS PRESENTED AT NATIONAL MEETINGS. PAF'S RESEARCH EVALUATION AND PATIENT EXPERIENCE TEAM WAS ALSO INVOLVED IN A PATIENT-CENTERED PROJECT TO SUPPORT THE FIELD IN INTEGRATING PATIENT VOICES INTO HEALTH POLICY, CARE, AND RESEARCH INITIATIVES. A KEY PARTNERSHIP WITH CENTER TO ADVANCE PALLIATIVE CARE (CAPC) INTEGRATED PATIENT PERSPECTIVES INTO PROVIDER FACING EDUCATION MATERIALS. PAF ALSO SERVES/D AS THOUGHT LEADERS AND CONTENT EXPERTS, AS WELL AS KEY PARTNERS IN FACILITATION OF OUTREACH AND COLLECTION OF THE PATIENT EXPERIENCE ON A NUMBER OF TOPICS INCLUDING SOCIAL DRIVERS OF HEALTH, CLINIC FACTORS AFFECTING CARE, AND DEMOGRAPHIC COLLECTION AT THE POINT OF CARE TO ADVANCE EQUITY. PAF CONTINUES TO BUILD PARTNERSHIPS, AND THESE RELATIONSHIPS WERE REFLECTED THROUGH PARTNERED PROJECTS WITH NORC AT THE UNIVERSITY OF CHICAGO, ACADEMYHEALTH, AND THE UNIVERSITY OF CALIFORNIA AT SAN FRANCISCO (SIREN: SOCIAL INTERVENTIONS RESEARCH AND EVALUATION NETWORK). COLLECTIVELY, THIS BODY OF WORK SERVES TO FURTHER PAF'S MISSION BY ADVANCING THE FIELD'S KNOWLEDGE OF THE PATIENT EXPERIENCE AROUND ACCESS AND AFFORDABILITY, THUS PROVIDING INSIGHT INTO HOW TO BEST MEET PATIENTS' FINANCIAL AND SOCIAL NEEDS IN A WAY THAT IS PATIENT-CENTERED AND ADVANCES THE TENANTS OF HEALTH EQUITY. SCHOLARSHIP FOR SURVIVORS PROGRAM IT IS COMMON FOR FOUNDATION STAFF TO INTERACT WITH PATIENTS AND FAMILIES WHO ARE STRUGGLING TO AFFORD POST-SECONDARY EDUCATION DUE TO THE FINANCIAL BURDEN ASSOCIATED WITH A CHRONIC ILLNESS OR LIFE-THREATENING DISEASE. IN 2000, PAF ESTABLISHED THE SCHOLARSHIP FOR SURVIVORS PROGRAM TO HONOR THESE INDIVIDUALS BY OFFERING EDUCATIONAL SCHOLARSHIPS TO STUDENTS WHO HAVE SUFFERED (OR ARE SUFFERING) FROM CANCER OR A CHRONIC ILLNESS. THESE STUDENTS HAVE, DESPITE THEIR DIAGNOSIS, EXCELLED ACADEMICALLY, SERVED THE COMMUNITY, AND DESIRE TO PURSUE A SECONDARY EDUCATION. PAF'S SIGNATURE FUNDRAISING EVENT FOR THE SCHOLARSHIP PROGRAM, A PROMISE OF HOPE AFFAIR, WAS HELD ON SEPTEMBER 16, 2023. THROUGH THIS EVENT, GENEROUS PAF DONORS HELPED SUPPORT 40 SCHOLARSHIPS THROUGH THE SCHOLARSHIP FOR SURVIVORS PROGRAM FOR THE 2024-2025 ACADEMIC YEAR. TO DATE, THE FOUNDATION HAS AWARDED 235 SCHOLARSHIPS TOTALING OVER ONE MILLION DOLLARS. PUBLIC SUPPORT PERCENTAGE THE FOUNDATION'S CUMULATIVE PUBLIC SUPPORT PERCENTAGE THROUGH JUNE 30, 2024, IS 20.76%. THIS IS ABOVE THE MINIMUM AMOUNT OF 10% AT WHICH FACTS AND CIRCUMSTANCES WILL BE CONSIDERED BY THE IRS IN DETERMINING THE FOUNDATION'S ONGOING STATUS AS A PUBLIC CHARITY. PAF'S ONGOING OPERATIONS, GOVERNING STRUCTURE AND BROAD FUNDRAISING ACTIVITIES REFLECT THE HALLMARK STANDARDS OF A PUBLIC CHARITY AND AS SUCH, SUPPORT ITS ONGOING CLASSIFICATION AS SUCH. THESE FACTS AND CIRCUMSTANCES INCLUDE THE FOLLOWING: 1. THE FOUNDATION MAINTAINS ITS INDEPENDENCE FROM ITS DONORS BOTH OPERATIONALLY AND FROM A GOVERNANCE PERSPECTIVE. DONORS TO PAF DO NOT HAVE INFLUENCE OR CONTROL OVER THE FOUNDATION, ITS OPERATIONS, OR ITS PROGRAMMING. IT IS IMPORTANT TO NOTE THAT, BY ITS' VERY NATURE, THE CO-PAY RELIEF PROGRAM, TO WHICH CHARITABLE DONATIONS ARE MADE THAT EFFECT PAF'S PUBLIC SUPPORT PERCENTAGE THE GREATEST, IS REQUIRED TO BE INDEPENDENTLY OPERATED, WITHOUT THE INFLUENCE OR CONTROL OF ITS DONORS PER GUIDANCE PROVIDED BY THE OFFICE OF INSPECTOR GENERAL (OIG) IN ITS OPINION 04-15. PAF HAS A DEEP COMMITMENT TO COMPLIANCE WITH ITS OIG OPINION, AS IS EVIDENCED BY ITS ORGANIZATIONAL COMPLIANCE PROGRAM AND ONGOING OUTCOMES OF BOTH INTERNAL AND EXTERNAL ANNUAL REVIEWS AND AUDITS. 2. PAF SEEKS, AND SUCCESSFULLY SECURES, FUNDING FOR ITS PROGRAMS FROM A MULTITUDE OF SOURCES INCLUDING GOVERNMENTAL AGENCIES, OTHER PUBLIC CHARITIES, CORPORATIONS AND FROM THE GENERAL PUBLIC. 3. PAF'S EXECUTIVE BOARD OF DIRECTORS IS COMPRISED OF MEMBERS WITH DIVERSE PROFESSIONAL BACKGROUNDS, REPRESENTING THE INTERESTS OF THE CHRONICALLY AND CRITICALLY ILL SEGMENT OF THE GENERAL PUBLIC SERVED BY PAF. THE MEMBERS OF THE PAF BOARD OF DIRECTORS HAVE EXPERTISE IN THE FIELDS OF HEALTHCARE ADMINISTRATION, CLINICAL PRACTICE AND RESEARCH, HIGHER EDUCATION, DIRECT PATIENT CARE, NON-PROFIT MANAGEMENT, PATIENT ADVOCACY, HEALTH INSURANCE, TECHNOLOGY, AND LAW; WHEN COMBINED, THE MEMBERS CLEARLY REPRESENT A BROAD CROSS SECTION OF THE VIEWS AND INTERESTS OF THE COMMUNITY/PUBLIC. 4. ALL VOTING MEMBERS OF THE PAF BOARD OF DIRECTORS ARE INDEPENDENT PER THE DIRECTOR'S INDEPENDENCE TEST, BASED ON THE IRS TEST FOR INDEPENDENCE THAT IS USED TO DETERMINE THE INDEPENDENCE OF EACH MEMBER OF THE BOARD OF A CHARITABLE ORGANIZATION. PER POLICY, THE FOUNDATION'S BOARD DOES NOT INCLUDE ANY EMPLOYEE OR BOARD MEMBERS OF A DONOR ORGANIZATION, THUS ELIMINATING THE INFLUENCE OF A DONOR FROM THE GOVERNING BODY. 5. THE FOUNDATION'S SUPPORT AND SERVICES BROADLY BENEFIT THE GENERAL PUBLIC, SPECIFICALLY THOSE DIAGNOSED AND LIVING WITH CHRONIC AND CRITICAL DISEASES, THEIR FAMILIES AND CARE TEAMS. PAF HAS A LONGSTANDING, DEMONSTRATED HISTORY OF PROVIDING ROBUST CASE MANAGEMENT SERVICES, PATIENT/PUBLIC EDUCATION, AND THE PROVISION OF FINANCIAL SUPPORT FOR NON-MEDICAL COST OF LIVING EXPENSES AND PHARMACEUTICAL CO-PAYMENTS AND MEDICAL INSURANCE PREMIUMS THROUGH ITS FINANCIAL AID FUNDS AND CPR PROGRAMS, RESPECTIVELY; CONTINUOUSLY FUNDRAISING TO AN EVER EXPANDING AND CHANGING DONOR BASE TO FUND THE PATIENT PROGRAMMING EACH YEAR. FACTS AND CIRCUMSTANCES SUPPORTING QUALIFICATION AS A PUBLICLY SUPPORTED ORGANIZATION 1. ATTRACTION OF PUBLIC SUPPORT & INDEPENDENCE PAF IS ORGANIZED AND OPERATED IN A MANNER THAT FACILITATES AND ATTRACTS NEW AND ADDITIONAL PUBLIC AND GOVERNMENTAL SUPPORT, AS WELL AS SUPPORT FROM OTHER PUBLIC CHARITIES AND CORPORATIONS ON A CONTINUOUS BASIS. THIS IS EVIDENCED BY THE PUBLIC SUPPORT PERCENTAGE THAT PAF HAS MAINTAINED OVER THE COURSE OF ITS HISTORY AND THE NUMBER AND DIVERSITY OF DONORS TO THE FOUNDATION. PAF HAS A POLICY OF SEEKING AND SECURING CHARITABLE DONATIONS FROM A MULTITUDE OF SOURCES FOR ALL ITS PROGRAMS, INCLUDING CASE MANAGEMENT, PATIENT EDUCATION PROGRAMS, HEALTH EQUITY INITIATIVES, PATIENT EXPERIENCE AND HEALTH SERVICES RESEARCH, AND FINANCIAL ASSISTANCE PROGRAMS INCLUDING ITS FINANCIAL AID FUNDS (FAF), AND ITS CO-PAY RELIEF (CPR) PROGRAM AS OUTLINED IN OIG ADVISORY OPINION 04-15. PAF HAS BEEN SUCCESSFUL IN SECURING BROAD SUPPORT FROM A MYRIAD OF SOURCES, EXPANDING ITS BASE OF SUPPORT EACH YEAR. PAF DOES NOT HAVE A PERPETUAL SOURCE OF REVENUE SUCH AS PERMANENT ENDOWMENT FROM WHICH INVESTMENT INCOME MIGHT SUPPORT THE ORGANIZATION, AS IS THE CASE WITH MOST PRIVATE FOUNDATIONS, RATHER, THE FOUNDATION'S LEADERSHIP, AND THOSE STAFF CHARGED WITH FUNDRAISING ACTIVITIES, ARE RESPONSIBLE FOR SECURING SUPPORT SUFFICIENT ENOUGH TO SUPPORT THE FOUNDATION'S PROGRAM SERVICES FOR THE GENERAL PUBLIC EACH YEAR. THE FOUNDATION EMPLOYS A DEDICATED PROGRAM DEVELOPMENT STAFF OF SEVEN (7) WHOM, IN PARTNERSHIP WITH THE CEO, MEMBERS OF THE EXECUTIVE TEAM AND BOARD OF DIRECTORS, ARE RESPONSIBLE FOR DEVELOPING AND EXECUTING MULTIFACETED FUNDRAISING PLANS ALIGNED WITH THE MISSION OF THE FOUNDATION OF PROVIDING SUSTAINED CASE MANAGEMENT, FINANCIAL SUPPORT AND EDUCATION TO THE MEDICALLY AND FINANCIALLY DISADVANTAGED POPULATION LIVING IN THE US. THE PROGRAM DEVELOPMENT TEAM WORKS TO IDENTIFY AND RESPOND TO FUNDING OPPORTUNITIES FOR THE FOUNDATION FROM ALL GOVERNMENT, BUSINESS, AND NON-PROFIT SECTORS. IN FY2023/2024, THE PROGRAM DEVELOPMENT STAFF SUBMITTED 1248 GRANTS AND FACILITATED FUNDRAISING CAMPAIGNS TO THE PUBLIC. OVER THE LAST FIVE YEARS, PAF'S MISSION HAS BEEN SUPPORTED BY 2254 DONORS ACROSS ALL SOURCES OF CHARITABLE DONATIONS. IN FY2023/2024, PAF RECEIVED CONTRIBUTIONS FROM 662 DONORS INCLUDING SUPPORT FROM INDIVIDUALS, CORPORATIONS AND CORPORATE FOUNDATIONS, GOVERNMENT AGENCIES AND NON-PROFIT ORGANIZATIONS. THIS REPRESENTS A 26% INCREASE IN UNIQUE DONORS OVER FY2022/2023. |
| FORM 990, SCH A, PART II, SECTION C, LINE 17A, FACTS AND CIRCUMSTANCES TEST | CONTINUED FROM SCHEDULE O (E) FURTHER IN 2023/2024, PAF RECEIVED DONATIONS OF SUPPORT FROM FIFTY-FOUR (54) NON-PROFIT ORGANIZATIONS, ALL 501(C)(3) PUBLIC CHARITIES AND PRIVATE FOUNDATIONS, OF WHICH TWELVE (12) WERE NEW DONORS INCLUDING BLUE CIRCLE HEALTH, CHARITYVEST, INC., DIVE INTO THE PINK, INC., GREATER NATIONAL ADVOCATES INC., NATIONAL COMMITTEE FOR QUALITY ASSURANCE, NATIONAL MULTIPLE SCLEROSIS SOCIETY, OMAHA COMMUNITY FOUNDATION, PAN FOUNDATION, PATRIC YOUNG FOUNDATION, PGA TOUR CHARITIES, INC., THE MITCHELL DAUGHTERS FOUNDATION, AND UNITED WAY OF SOUTH HAMPTON ROADS. THESE ORGANIZATIONS FUNDED GRANTS TO PAF IN SUPPORT OF ITS CASE MANAGEMENT, PATIENT EDUCATION, HEALTH SERVICES RESEARCH, FINANCIAL AID FUNDS AND CO-PAY RELIEF PROGRAMS. IN FY2023/2024, PAF ADDED, EXPANDED, AND MAINTAINED SEVERAL KEY PATIENT PROGRAMS WITH THE SUPPORT OF OTHER NON-PROFIT ORGANIZATIONS. PAF ALSO LAUNCHED THREE (3) NEW CASE MANAGEMENT PROGRAMS INCLUDING A PARTNERSHIP WITH THE LIVESTRONG FOUNDATION TO PROVIDE NAVIGATION SUPPORT TO CANCER PATIENTS; THE LAUNCH OF THE NTIONAL OVARIAN CANCER COALITION RESOURCE NAVIGATION PROGRAM AND THE NATIONAL MULTIPLE SCLEROSIS SOCIETY CASE MANAGEMENT PROGRAM. PAF ALSO MAINTAINED MANY LONG-TERM PARTNERSHIPS THAT PROVIDE FUNDING FOR CASE MANAGEMENT PROGRAMS INCLUDING: O THE AMERICAN CANCER SOCIETY CASE MANAGEMENT PROGRAM O THE ALS ASSOCIATION RESOURCE AND BENEFITS LINE O THE DONNA FOUNDATION CARELINE SUPPORTING BREAST CANCER PATIENTS O THE ESOPHAGEAL CANCER CARELINE SUPPORTED BY EC AWARE O THE FINANCIAL NAVIGATION PROGRAM SUPPORTED BY CINCINNATI AND NAPLES CANCER ADVISORS O THE F**K CANCER CARLINE SUPPORTED BY F**K CANCER O PANCAN FINANCIAL NAVIGATION PROGRAM SUPPORTED BY PANCREATIC CANCER ACTION NETWORK O SHARSHERET INSURANCE ADVOCACY CARELINE SUPPORTED BY SHARSHERET O ZERO360 SERVING PROSTATE CANCER PATIENTS, SUPPORTED BY ZERO PROSTATE CANCER O THE WILDFLOWER FOUNDATION PROVIDED SUPPORT FOR PAF'S CASE MANAGEMENT SERVICES FOR THE 12TH CONSECUTIVE YEAR. O PAF ALSO RECEIVED FUNDING FROM SENTARA CARES, A PROGRAM WITH SENTARA HOSPITAL SYSTEMS TO PROVIDE GENERAL CASE MANAGEMENT SUPPORT. PAF LAUNCHED TWO (2) FINANCIAL AID FUNDS IN PARTNERSHIP WITH THE BEGIN AGAIN FOUNDATION, BEGIN AGAIN FOUNDATION AMPUTEE FUND, SERVING PATIENTS WHO HAVE EXPERIENCED AN AMPUTATION AS A RESULT OF SEPSIS, AND BEGIN AGAIN FOUNDATION SOUTHEASTERN VIRGINIA FINANCIAL AID FUND, SERVING PATIENTS DIAGNOSED WITH ARDS, TSS AND SEPSIS LIVING IN SOUTHEASTERN VIRGINIA. PAF ALSO MAINTAINED SEVERAL NONPROFIT PARTNERSHIPS, ADMINISTERING FINANCIAL AID FUNDS TO SUPPORT NON-MEDICAL RELATED EXPENSES PATIENTS NEED HELP WITH. PAF MAINTAINS, ON ITS PUBLIC WEBSITES, (WWW.PATIENTADVOCATE.ORG AND WWW.COPAYS.ORG ), DONATION PAGES THAT THE GENERAL PUBLIC USES TO MAKE DONATIONS TO THE FOUNDATION. THE PAF DEVELOPMENT TEAM DESIGNED AND LAUNCHED DEDICATED CAMPAIGNS WITHIN DISEASE COMMUNITIES: ONCOLOGY, NEUROLOGY, CARDIOLOGY, VIROLOGY, IMMUNOLOGY, PULMONOLOGY, AND RARE DISEASE. IN FY2023/2024, PAF'S DEVELOPMENT TEAM CONTINUED THE "TRANSFORM A PATIENT'S LIFE", A DIY FUNDRAISING PLATFORM FOR ONGOING, ONLINE PEER-TO-PEER FUNDRAISING CAMPAIGNS AS WELL AS AMAZON SMILES AND KROGER COMMUNITY PROGRAMS DONATION LISTS. FURTHER, PAF MAINTAINS CLEAR INDEPENDENCE OF OPERATIONS OF ITS PROGRAMS SO TO ENSURE THEY ARE DESIGNED AND OPERATED IN A MANNER THAT ADDRESSES THE NEEDS OF CHRONICALLY AND CRITICALLY ILL PATIENTS IN THE GENERAL POPULATION AS SUPPORTED BY PAF PATIENT NEEDS DATA. PAF PROACTIVELY, INDEPENDENTLY, AND WITHOUT DONOR INFLUENCE OR CONTROL, IDENTIFIES THE NEED FOR, AND DEFINES AND ESTABLISHES THE OPERATIONAL PARAMETERS FOR, EACH OF ITS DISEASE SPECIFIC FUNDS IN THE CPR PROGRAM CONSISTENT WITH ITS OIG ADVISORY OPINION, 04-15, AS MODIFIED AND ALL PUBLISHED OIG GUIDANCE THAT IS APPLICABLE TO CHARITABLE PATIENT ASSISTANCE PROGRAMS. THE PROCESS UTILIZED IS DIRECTED AND COMPLETED BY PAF AND INCLUDES A REVIEW AND APPROVAL BY THE CHAIR OF THE SCIENTIFIC COMMITTEE OF THE PAF BOARD OF DIRECTORS, PAF COMPLIANCE COUNSEL AND THE GOVERNANCE COMMITTEE OF THE PAF BOARD OF DIRECTORS. PAF HAS FULLY DEFINED OVER 110 DISEASE FUNDS AS OF THE END OF FY2023/2024. PAF ALSO IDENTIFIES THE NEED FOR, DEFINES AND ESTABLISHES THE OPERATIONAL PARAMETERS FOR ITS CASE MANAGEMENT PROGRAMMING, SMALL GRANT PROGRAMS AND PUBLIC/PATIENT EDUCATION PROGRAMS, FREE FROM DONOR INFLUENCE OR CONTROL. THE PAF BOARD OF DIRECTORS ADOPTED THE CHARITABLE PATIENT ASSISTANCE PROGRAM (CPAP) CODE OF ETHICS THAT WAS DRAFTED IN 2014-2015 BY A COLLECTION OF ORGANIZATIONS WHO ALL PROVIDE CHARITABLE PATIENT ASSISTANCE SIMILAR TO THAT PROVIDED BY PAF THROUGH ITS CO-PAY RELIEF PROGRAM. THIS INITIATIVE WAS LED BY PAF AND MANAGED BY REGULATORY COUNSEL FROM WASHINGTON, DC. PAF HAS A GOVERNANCE COMMITTEE OF THE BOARD OF DIRECTORS. ADOPTION OF THIS VOLUNTARY CODE FURTHER DEMONSTRATES PAF'S COMMITMENT TO COMPLIANCE AND INDEPENDENCE FROM DONOR INFLUENCE. PAF ENGAGES THE SERVICES OF ARENTFOX SCHIFF, LLP, WASHINGTON, DC, AS ITS REGULATORY COUNSEL. THE FIRM ARE EXPERTS IN REGULATORY COMPLIANCE, SPECIALIZING IN COMPLIANCE PROGRAMS RELATIVE TO PATIENT ASSISTANCE PROGRAMS AND LEAD THE DEVELOPMENT, IMPLEMENTATION, AND ONGOING MANAGEMENT OF PAF'S ORGANIZATIONAL COMPLIANCE PROGRAM, AS WELL AS SERVE AS ITS COMPLIANCE COUNSEL. ALL PROGRAMS OPERATED BY PAF, INCLUDING CPR, ARE SUBJECT TO THE PARAMETERS OF THE COMPLIANCE PROGRAM AS DEFINED IN THE COMPLIANCE CHARTER. THE PROGRAM IS DESIGNED TO ASSIST PAF IN PREVENTING, DETECTING, AND RESPONDING TO ILLEGAL, IMPROPER, AND UNETHICAL CONDUCT, SERVING AS A PROCEDURAL FRAMEWORK FOR ENHANCING AND MONITORING COMPLIANCE WITH APPLICABLE LAW, REGULATION, THE PAF CODE OF CONDUCT AND PAF'S POLICIES AND PROCEDURES. THE COMPLIANCE PROGRAM IS BASED ON THE SEVEN ELEMENTS OF AN EFFECTIVE COMPLIANCE PROGRAM SET FORTH IN THE FEDERAL SENTENCING GUIDELINES MANUAL AND APPLICABLE DEPARTMENT OF HEALTH AND HUMAN SERVICES OFFICE OF INSPECTOR GENERAL ("OIG") GUIDANCE. KEY PROGRAM GOVERNANCE POLICIES AND PROCEDURES INCLUDE: 1. COMPLIANCE PROGRAM OVERVIEW 2. GOVERNANCE AND COMPLIANCE COMMITTEE CHARTER 3. COMPLIANCE COMMITTEE MEMBERSHIP CRITERIA 4. PAF ORGANIZATIONAL CODE OF CONDUCT 5. CONFLICTS OF INTEREST POLICY AND PROCEDURE FOR OFFICERS, EMPLOYEES, SUBCONTRACTORS AND AGENTS 6. POLICY ON DEVELOPMENT OF ANNUAL AUDITING AND MONITORING WORK PLAN 7. COMPLIANCE REPORTING AND NON-RETALIATION POLICY AND PROCEDURE 8. BACKGROUND CHECK POLICY 9. STAFF AND BOARD OF DIRECTORS COMPLIANCE TRAINING 10. ESTABLISHMENT OF AN ANONYMOUS HOTLINE FOR EMPLOYEES TO REPORT CONCERNS ANNUAL COMPLIANCE TRAINING WAS DELIVERED TO THE PAF EXECUTIVE BOARD OF DIRECTORS IN NOVEMBER 2023 AND THE ENTIRE PAF STAFF RECEIVED THE ANNUAL TRAINING IN AUGUST AND SEPTEMBER 2023. THIS TRAINING INCLUDED A CLEAR OVERVIEW OF THE ANTI-KICK BACK STATUTE (AKS), FALSE CLAIMS ACT AND CIVIL MONETARY PENALTIES LAW AND THEIR APPLICABILITY TO PAF AND THE CPR PROGRAM. ALL NEW HIRES, INCLUDING TEMPORARY STAFF, RECEIVE TRAINING DURING THE FIRST TWO DAYS OF EMPLOYMENT. FINALLY, TO ENSURE COMPLIANT COMMUNICATIONS WITH DONORS AND CLEARLY ARTICULATE PAF'S INDEPENDENCE OF OPERATIONS, PAF, IN COLLABORATION WITH THE PAF COMPLIANCE COUNSEL, MAINTAINS THE DONOR COMMUNICATION, FUND DEVELOPMENT AND MANAGEMENT STANDARD OPERATING PROCEDURES AND ACCOMPANYING TEMPLATES. THIS MANUAL, AND ASSOCIATED ANNUAL MANDATORY TRAINING, DELIVERED IN DECEMBER 2023, PROVIDES GUIDELINES AND PROCEDURES RELATIVE TO KEY AREAS OF DONOR INTERACTION & OPERATIONAL DESIGN DECISIONS. 2. SOURCES OF SUPPORT PAF HAS BEEN SUCCESSFUL IN PROCURING SUBSTANTIAL CHARITABLE CONTRIBUTIONS FROM A DIVERSITY OF SOURCES INCLUDING THE PUBLIC, GOVERNMENTAL AGENCIES, OTHER 501(C) (3) PUBLIC CHARITIES, RESEARCH & ACADEMIC INSTITUTIONS, PRIVATE FOUNDATIONS, AND CORPORATE DONORS. OVER THE PAST 5 YEARS, PAF HAS RECEIVED GRANTS, COOPERATIVE AGREEMENTS, AND/OR CHARITABLE CONTRIBUTIONS FROM 2254 ORGANIZATIONS AND INDIVIDUALS INCLUDING, BUT NOT LIMITED TO, THE FOLLOWING: O ACADEMYHEALTH O ACROMEGALY COMMUNITY O ALS ASSOCIATION O AMERICAN CANCER FUND O AMERICAN CANCER SOCIETY O AMERICAN DIABETES ASSOCIATION O AMGEN CYCLING CLUB O AYCO CHARITABLE FOUNDATION O BATTLE CREEK COMMUNITY FOUNDATION O BLACK WOMEN'S HEALTH IMPERATIVE O BLUE CIRCLE HEALTH O BREAST CANCER RESEARCH FOUNDATION OF ALABAMA O BRIGHT FUNDS FOUNDATION O CHARITIES AID FOUNDATION OF AMERICA O CHARITY ON TOP FOUNDATION, INC. O CHARITYVEST, INC. O CINCINNATI CANCER ADVISORS O COALITION FOR HEADACHE AND MIGRAINE PATIENTS O DIVE INTO THE PINK, INC. O EC AWARE O ECOG-ACRIN MEDICAL RESEARCH FOUNDATION, INC O ECRI INSTITUTE O FIDELITY CHARITABLE GIFT FUND O FLORIDA ALLIANCE FOR HEALTHCARE VALUE O FOUNDATION FOR SARCOIDOSIS RESEARCH O FRIENDS OF CANCER RESEARCH O FUCK CANCER O GIVE LIVELY FOUNDATION O GIVINGA FOUNDATION, INC. O GOLDMAN SACHS GIVES O GOODCOIN FOUNDATION O HEALTH RESOURCES IN ACTION |
| FORM 990, SCH A, PART II, SECTION C, LINE 17A, FACTS AND CIRCUMSTANCES TEST | O ICER O JUSTGIVE O KAPLAN FAMILY FOUNDATION O KINGS CARE FOUNDATION O LANGLEY FOR FAMILIES FOUNDATION O LEUKEMIA & LYMPHOMA SOCIETY O LIVESTRONG FOUNDATION O LL12 LLC O LUNGEVITY FOUNDATION O MIA'S MIRACLES O MICHAEL & SUSAN DELL FOUNDATION O MORGAN STANLEY GLOBAL IMPACT FUNDING TRUST O NATIONAL COMMITTEE FOR QUALITY ASSURANCE O NATIONAL COMPREHENSIVE CANCER NETWORK, INC. O NATIONAL MULTIPLE SCLEROSIS SOCIETY O NATIONAL NETWORK OF PUBLIC HEALTH INSTITUTES O NATIONAL OVARIAN CANCER COALITION O NETWORK FOR GOOD O NORC O OMAHA COMMUNITY FOUNDATION O ORANGE COUNTY UNITED WAY O PANCREATIC CANCER ACTION NETWORK O PAN FOUNDATION O PATRIC YOUNG FOUNDATION O PAYPAL CHARITABLE GIVING FUND O PCORI O PENINSULA COMMUNITY FOUNDATION OF VIRGINIA, INC. O PGA TOUR CHARITIES, INC. O PHARMACY QUALITY ALLIANCE O PHRMA FOUNDATION O PIKES PEAK UNITED WAY O PLEDGELING FOUNDATION O RAYMOND JAMES CHARITABLE O S. SYDNEY DEYOUNG FOUNDATION O SCHWAB CHARITABLE FUND O SHARSHERET O T. ROWE PRICE PROGRAM FOR CHARITABLE GIVING O THE ARDS ALLIANCE O THE BENEVITY COMMUNITY IMPACT FUND O THE DONNA FOUNDATION O UNITED WAY OF SOUTH HAMPTON ROADS O UNITED WAY OF THE CAPITAL REGION O VANGUARD CHARITABLE O W. MONTAGUE COBB NMA HEALTH INSTITUTE O WINSTON-SALEM FOUNDATION O YOUNG SURVIVAL COALITION O YOURCAUSE LLC O ZERO PROSTATE CANCER GOVERNMENTAL AGENCIES O CENTERS FOR DISEASE CONTROL AND PREVENTION O CITY OF NEWPORT NEWS CORPORATIONS AND CORPORATE FOUNDATIONS O 183 DONATING CORPORATIONS AND CORPORATE FOUNDATIONS O 72 MADE DONATIONS IN FY2023/2024 ACADEMIC AND RESEARCH INSTITUTIONS & PRIVATE FOUNDATIONS O AMERICAN INTERNATIONAL COLLEGE O AUGUST & ROSEMARY RIDOLFI IRREVOCABLE TRUST O BEGIN AGAIN FOUNDATION O BERNARD MCDONOUGH FOUNDATION, INC. O BLUEPRINT PREP O BUTLER CLASS OF 66 O COLUMBIA UNIVERSITY SCHOOL OF NURSING O FISHMAN FAMILY FOUNDATION O GREATER NATIONAL ADVOCATES INC. O HARVARD MEDICAL SCHOOL O HIGH PINES FOUNDATION O MAHAN FOUNDATION O RANDOLPH D. ROUSE FOUNDATION O ROBERT WOOD JOHNSON FOUNDATION O SEEDS OF FAITH, INC. O THE MITCHELL DAUGHTERS FOUNDATION O THE SONTAG FOUNDATION O THE UNIVERSITY OF ALABAMA AT BIRMINGHAM O THE WILDFLOWER FOUNDATION, INC. O UNC AT CHAPEL HILL OFFICE OF SPONSORED RESEARCH O UNIVERSITY OF CALIFORNIA IRVINE O UNIVERSITY OF CALIFORNIA, SAN FRANCISCO O UNIVERSITY OF MINNESOTA O UNIVERSITY OF UTAH GENERAL PUBLIC O RECEIVED MEMORIAL, HONORARY, AND GENERAL SUPPORT AND CONTRIBUTIONS FROM OVER 527 INDIVIDUALS IN FY2023/2024. O RECEIVED DONATIONS FROM OVER 1880 INDIVIDUALS OVER THE PAST 5 YEARS IN FY2023/2024, PAF RECEIVED CONTRIBUTIONS FROM 661 DONORS INCLUDING SUPPORT FROM INDIVIDUALS, CORPORATE PARTNERS AND FOUNDATIONS, GOVERNMENT AGENCIES AND NON-PROFIT ORGANIZATIONS. 3. REPRESENTATIVE GOVERNING BODY THE PAF EXECUTIVE BOARD OF DIRECTORS COMPRISED OF 15 VOTING MEMBERS, AND 3 NON-VOTING MEMBERS, ALL OF WHOM ARE NATIONALLY RECOGNIZED EXPERTS IN THE FIELDS OF HEALTHCARE ADMINISTRATION, CLINICAL PRACTICE AND RESEARCH, HIGHER EDUCATION, DIRECT PATIENT CARE, NON-PROFIT MANAGEMENT, GOVERNMENT/PUBLIC HEALTH, PATIENT ADVOCACY, HEALTH INSURANCE, TECHNOLOGY, AND LAW. THE COMPOSITION OF THE BOARD IS A DEMONSTRATION IN PRACTICE TO PAF'S COMMITMENT REPRESENTING THE BROAD INTEREST, AND UNIQUE PERSPECTIVES, OF THE GENERAL PUBLIC AND TO GOVERN THE OPERATIONS WITH A DIVERSE, YET UNIFIED, POINT OF VIEW THAT WILL ENABLE THE FOUNDATION TO EXECUTE MEANINGFUL PATIENT PROGRAMS, DESIGNED TO ADDRESS GAPS AND HEALTH INEQUITIES IN THE CURRENT HEALTHCARE ENVIRONMENT AND ATTRACT SUPPORT FROM A BROAD RANGE OF POTENTIAL DONORS. THE PAF EXECUTIVE BOARD OF DIRECTORS HOLDS FIDUCIARY RESPONSIBILITY AND MANAGES AND CONTROLS THE ORGANIZATION AND PROPERTY OF PAF TO THE EXTENT VESTED IN THEM BY THE PAF BYLAWS. IT IS THE RESPONSIBILITY OF THE BOARD TO ENSURE THE ORGANIZATION IS RUN IN A FISCALLY RESPONSIBLE MANNER AND THAT ALL PROGRAMS INITIATED AND DELIVERED BY PAF ARE ALIGNED WITH THE MISSION OF PAF. THE PAF BOARD OF DIRECTORS ASSESSES THE ORGANIZATION'S PERFORMANCE AND EFFECTIVENESS AND DETERMINES FUTURE ACTIONS REQUIRED, IF ANY, TO ACHIEVE ITS MISSION. THE BOARD OF DIRECTORS STRUCTURE ALSO HAS SEVEN (7) SUBCOMMITTEES THAT INCLUDE: EXECUTIVE COMMITTEE, GOVERNANCE COMMITTEE, FINANCE & AUDIT COMMITTEE, COMPENSATION AND BENEFITS COMMITTEE, PROGRAM COMMITTEE, NOMINATING COMMITTEE, AND BUILDING AND GROUNDS COMMITTEE. THE FULL BOARD OF DIRECTORS MEETS THREE (3) TIMES PER YEAR, TO BE FULLY BRIEFED ON THE ACTIVITIES OF THE FOUNDATION INCLUDING PROGRAM INITIATIVES AND OUTCOMES, FINANCIALS AND OVERALL ORGANIZATIONAL GROWTH AND FUNCTIONALITY. THE FULL BOARD IS ALSO SUPPLIED WITH SUPPLEMENTAL ORGANIZATIONAL IMPACT REPORTS TWICE PER YEAR AS WELL AS THE ANNUAL IMPACT REPORT, WHICH IS ALSO MADE PUBLICLY AVAILABLE. THE FINANCE COMMITTEE IS SUPPLIED WITH FINANCIAL REPORTS ON A REGULAR BASIS FOR REVIEW AND COMMENT AND THE FULL EXECUTIVE BOARD RECEIVES A FULL FINANCIAL REPORTING PACKAGE ON A BIANNUAL BASIS. THE PAF EXECUTIVE BOARD IS KNOWLEDGEABLE ABOUT THE HEALTHCARE AND BUSINESS ENVIRONMENTS AND SERVES AS ADVISORS TO PAF MANAGEMENT TO ENSURE THAT PAF PROGRAMMING IS MEETING THE NEEDS OF THE CHRONICALLY AND CRITICALLY ILL PATIENTS LIVING AMONG US IN THE GENERAL POPULATION. PAF'S COMPLIANCE PROGRAM REQUIRES THAT ALL BOARD OF DIRECTORS MEMBERS AGREE TO COMPLY WITH THE FOUNDATION'S CONFLICT OF INTEREST POLICY (COI), REQUIRING ANNUAL DISCLOSURE OF ANY REAL OR POTENTIAL CONFLICTS, AS WELL AS DISCLOSURE THROUGHOUT THE YEAR IF NEW REAL OR POTENTIAL CONFLICTS ARISE THROUGH THE COMPLETION OF THE COI DISCLOSURE FORM. FURTHER, ALL DIRECTORS COMPLETE A FORM 990 DIRECTOR AND OFFICER DISCLOSURE STATEMENT, REQUIRING THE ANNUAL EVALUATION OF THE DIRECTOR'S INDEPENDENCE PURSUANT TO IRS REQUIREMENTS AND DEFINITION OF "INDEPENDENCE". PAF'S BYLAWS REQUIRE THAT ALL CURRENT AND FUTURE VOTING MEMBERS OF THE PAF EXECUTIVE BOARD BE INDEPENDENT PER THE IRS DEFINITION OF INDEPENDENCE. ALL VOTING MEMBERS OF PAF'S EXECUTIVE BOARD OF DIRECTORS WERE INDEPENDENT IN FY2023/2024. PAF'S GOVERNANCE COMMITTEE OF THE BOARD OF DIRECTORS IS CHARGED WITH OVERSEEING, MONITORING, AND ENFORCING COMPLIANCE WITH BOARD STANDARDS OF CONDUCT AND DUTIES, INCLUDING, BUT NOT LIMITED TO COI, SELF-DEALING, CODE OF CONDUCT, CONFIDENTIALITY, AND COMPENSATION. THEY ARE CHARGED WITH THE REVIEW AND DETERMINATIONS OF COI'S AND DIRECTOR'S INDEPENDENCE ANNUALLY. ADDITIONAL PROVISIONS TO ENSURE INDEPENDENCE THAT HAVE BEEN ADOPTED BY PAF INCLUDE; THE DIRECTOR, NOR IMMEDIATE FAMILY MEMBER OF THE DIRECTOR, CAN BE A DONOR TO PAF'S CPR PROGRAM OR A DIRECTOR, OFFICER OR EMPLOYEE OF A DONOR TO PAF'S CPR PROGRAM; A DIRECTOR CANNOT BE A FORMER DIRECTOR, OFFICER OR EMPLOYEE OF A DONOR TO PAF'S CPR PROGRAM MAINTAINING AN ONGOING RELATIONSHIP WITH SUCH DONOR (VIA CONSULTING OR OTHERWISE); A DIRECTOR CANNOT BE AN IMMEDIATE FAMILY MEMBER OR FORMER DIRECTOR, OFFICER OR EMPLOYEE OF A DONOR TO PAF'S CPR PROGRAM AND SUCH IMMEDIATE FAMILY MEMBER MAINTAINS AN ONGOING RELATIONSHIP WITH SUCH DONOR (VIA CONSULTING OR OTHERWISE). THE COMMITTEE IN FY2023/2024 CONSISTED OF EIGHT (8) INDEPENDENT MEMBERS OF THE PAF BOARD OF DIRECTORS. PER POLICY, PAF'S BOARD DOES NOT INCLUDE ANY EMPLOYEE AND/OR BOARD MEMBERS OF A DONOR ORGANIZATION, THUS, ELIMINATING THE INFLUENCE OF A DONOR FROM THE GOVERNING BODY OF PAF. MOREOVER, NO DONOR HAS THE AUTHORITY TO APPOINT DIRECTORS TO THE PAF BOARD. IN THIS REGARD, PAF IS STRIKINGLY DIFFERENT FROM A PRIVATE FOUNDATION WHERE IT IS COMMONPLACE FOR THE GOVERNING BODY TO BE COMPRISED OF MAJOR CONTRIBUTORS, MEMBERS CHOSEN BY MAJOR CONTRIBUTORS AND/OR FAMILY MEMBERS AFFILIATED TO THE FOUNDATION, OR BOTH. |
| FORM 990, SCH A, PART II, SECTION C, LINE 17A, FACTS AND CIRCUMSTANCES TEST | CONTINUED FROM SCHEDULE O (G) 4. AVAILABILITY OF PUBLIC FACILITIES OR SERVICES; PUBLIC PARTICIPATION IN PROGRAMS OR POLICIES PAF'S PROGRAMS ARE DESIGNED FOR, AND AVAILABLE TO, THE GENERAL PUBLIC AND THE ORGANIZATION'S OPERATIONAL MODELS SUPPORT BROAD AVAILABILITY OF AND ACCESS TO PAF'S PATIENT SERVICES INCLUDING CASE MANAGEMENT SUPPORT, FINANCIAL AID FUNDS, THE CO-PAY RELIEF PROGRAM, PATIENT EDUCATION AND ADVOCACY PROGRAMS AND HEALTH EQUITY PROGRAMMING. OVER THE COURSE OF THE ORGANIZATION'S HISTORY, PAF HAS CONTINUOUSLY OFFERED PATIENT SERVICE PROGRAMS TO THE PUBLIC. THERE HAS BEEN A GREAT DEAL OF TIME AND ENERGY DEDICATED TO THE PROMOTION OF THE PROGRAMS OFFERED BY PAF AS IT IS A KEY PRIORITY OF THE ORGANIZATION THAT THE PROGRAMS REACH ANYONE WHO NEEDS THEM. IN FY2023/2024, PAF SERVED 187,427 PEOPLE, LIVING IN ALL 50 STATES AND US TERRITORIES, SUFFERING WITH OVER 650 VARIOUS CHRONIC, DEBILITATING AND/OR CRITICAL DISEASES. REFERRALS INTO PAF PROGRAMS COME FROM THOUSANDS OF SOURCES, WITH OTHER CHARITABLE NON-PROFIT ORGANIZATIONS AND HEALTHCARE PROFESSIONS, INCLUDING NURSES, SOCIAL WORKERS AND FINANCIAL COUNSELORS, TOPPING THE LIST WITH THE GREATEST FREQUENCY OF REFERRALS, AS DOCUMENTED IN THE PAF PATIENT PROGRAM DATABASES AND ANNUAL IMPACT REPORT (HTTPS://WWW.PATIENTADVOCATE.ORG/WP-CONTENT/UPLOADS/2023_ANNUALIMPACTREP ORT.WEB_.PDF ). EACH PATIENT SERVED BY PAF NEEDED ASSISTANCE WITH ACCESS TO CARE AND AFFORDABILITY ISSUES, INCLUDING COST OF LIVING CHALLENGES THAT THEY FACED DUE TO THEIR ILLNESS. PATIENTS ARE EDUCATED ABOUT THE AVAILABILITY OF THE PAF PROGRAMS THROUGH MANY CHANNELS INCLUDING, BUT NOT LIMITED TO, MULTI-MEDIA (EARNED AND PAID), OTHER NON-PROFIT, DISEASE SPECIFIC ORGANIZATIONS, PROVIDERS, PHARMACIES, SOCIAL WORKERS, FINANCIAL COUNSELORS, SOCIAL SERVICES, GOVERNMENT AGENCIES AND OTHER PATIENTS SERVED PREVIOUSLY BY PAF. IN FY2023/2024 PAF REACHED 1,374,203 OF ITS SUBSCRIBERS WITH PERSONALIZED COMMUNICATIONS THAT HAD A 44.6% OVERALL OPEN RATE. PAF UTILIZES VARIOUS PROMOTIONS AND EDUCATION ACTIVITIES TO ENSURE THAT THERE IS BROAD AWARENESS IN THE GENERAL PUBLIC, AND AMONG THOSE HEALTHCARE STAKEHOLDERS CARING FOR THE SICK AND DISABLED, OF THE FOUNDATION'S PATIENT PROGRAMS INCLUDING, BUT NOT LIMITED TO: REGULAR EMAIL COMMUNICATIONS TO THE PAF LIST SERVE; INCLUSIVE OF THOUSANDS OF PROVIDERS, PHARMACIES, NON-PROFIT ORGANIZATIONS, PATIENTS, FAMILIES, AND CAREGIVERS WHO HAVE UTILIZED PAF PROGRAMS REGULAR POSTS ON THE PAF FACEBOOK PAGE; INCLUSIVE OF PROGRAM AND PATIENT RESOURCE INFORMATION. DEVELOPMENT AND MAINTENANCE OF PAF AND CPR WEBSITES; INCLUSIVE OF EXTENSIVE PATIENT EDUCATION MATERIALS AND RESOURCE DIRECTORIES/ONLINE TOOLS. ROUTINE PARTICIPATION IN LOCAL, REGIONAL, AND NATIONAL OUTREACH EVENTS; INCLUDING EXHIBITING AT CONFERENCES, SPEAKING ENGAGEMENTS, AND TRAINING SESSIONS FOR OTHER AGENCIES. ROUTINE DELIVERY OF "THE SPOTLIGHT," AN EDUCATIONAL SERIES DESIGNED TO ADDRESS CONCEPTS RELATED TO VARIOUS HEALTHCARE/INSURANCE AND/OR ENTITLEMENT PROGRAMS, DEVELOPMENT AND RELEASE OF PAF TOPIC-BASED STORY BOARDS AD PLACEMENTS ON SOCIAL CHANNELS INCLUDING FACEBOOK AND YOUTUBE AD AND PSA PLACEMENTS ON IHEART RADIO PUBLISHING AND DISSEMINATION OF THE PAF ANNUAL IMPACT REPORT LINKS FROM AND TO VARIOUS NON-PROFIT PATIENT ORGANIZATIONS WEBSITES AND PAF'S WEBSITES AND ONLINE RESOURCE TOOLS. ONGOING RELATIONSHIP DEVELOPMENT AND MAINTENANCE WITH DISEASE SPECIFIC NON-PROFIT ORGANIZATIONS THAT SERVE THE PATIENTS FOR WHICH WE HAVE PROGRAMS AVAILABLE TO ENSURE THEY ARE CONNECTING PATIENTS TO OUR PROGRAMS AS THEY NEED OUR SUPPORT. DEVELOPMENT OF THE PATIENT PARTNER FOR EQUITY PROGRAM AND DISTRIBUTION OF ASSOCIATED NEWSLETTER DISTRIBUTION OF PUBLIC PRESS RELEASES TO ANNOUNCE THE ADDITION OF NEW PATIENT PROGRAMS AND/OR EXPANSION OF EXISTING PROGRAMS. INCLUSION IN EARNED MEDIA STORIES; PROFILES OF PAF PROGRAMS AND PATIENTS SERVED BY PAF SUMMARY IN SUMMARY, PATIENT ADVOCATE FOUNDATION EMBODIES ALL THE CHARACTERISTICS OF A PUBLICLY SUPPORTED ORGANIZATION, BASED ON THE FACTS AND CIRCUMSTANCES TEST DESCRIBED IN SECTION 1.170A-9(E) (3) OF THE TREASURY REGULATIONS. PAF DEMONSTRATES, IN POLICY AND PRACTICE, THAT ITS OPERATIONS ARE FREE FROM THE INFLUENCE AND CONTROL OF ITS DONORS, FURTHER, THERE IS NO EVIDENCE THAT A SMALL GROUP OF DONORS CONTROL PAF; RATHER, PAF IS A DIVERSE, COMPLEX PATIENT SUPPORT ORGANIZATION THAT HAS OPERATED AS A PUBLICLY SUPPORTED ORGANIZATION. PAF CONTINUES TO OPERATE CONGRUENTLY WITH A PUBLICLY SUPPORTED ORGANIZATION, GARNERING SUPPORT FROM A BROAD CROSS SECTION OF DONORS, INCLUDING THE GOVERNMENT, OTHER PUBLIC CHARITIES, AND THE GENERAL PUBLIC, WITH A REPRESENTATIVE GOVERNING BODY. PAF CONTINUES ITS DILIGENCE IN SEEKING NEW SOURCES OF SUPPORT FROM THE GENERAL PUBLIC AS WELL AS OTHER ORGANIZATIONS AND GOVERNMENTAL AGENCIES. ACCORDINGLY, THE FOUNDATION QUALIFIES AS A "PUBLICLY SUPPORTED ORGANIZATION AS DESCRIBED IN SECTION 170(B) (1) (A) (VI). |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NATIONAL PATIENT ADVOCATE FOUNDATION (NPAF) | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 725 15TH STREET | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20005 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 541839226 | EIN |
| Primary Activities | SEEKS TO REMOVE OBSTACLES TO HEALTHCARE ACCESS FOR PATIENTS | PrimaryActivitiesTxt |
| Legal Domicile State | VA | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(3) | ExemptCodeSectionTxt |
| Public Charity Status | LINE 12B, II | PublicCharityStatusTxt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NPAF IS THE SISTER ORGANIZATION TO PAF DRBALCH IS CEO OF AND PAID BY BOTH | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Organization | 0 | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (1) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (1) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (5 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt |
|---|---|
| NATIONAL PATIENT ADVOCATE FOUNDATION | |
| B | $200,000 |
| NATIONAL PATIENT ADVOCATE FOUNDATION | |
| M | $780,000 |
| NATIONAL PATIENT ADVOCATE FOUNDATION | |
| O | $597,072 |
| NATIONAL PATIENT ADVOCATE FOUNDATION | |
| P | $14,336 |
| NATIONAL PATIENT ADVOCATE FOUNDATION | |
| Q | $28,220 |
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