2020-05-13T13:47:15-05:00 2019-12-31 BDO USA LLP 450 S Orange Ave Suite 550 Orlando FL 32801 990 2019-01-01 270270731 The Assistance Fund Inc % STEVE ALSENE ASSI 8772454412 4700 Millenia Blvd Suite 410 Orlando FL 32839 STEVE ALSENE cfo/treasurer 8772454412 2020-04-29 true Tara Miller P01322693 4078416930 2020-04-29 72.189.227.101 59150720201345000000 2020-05-13 P D52F2BE7DF731A38A1C3083F05618B085F595824 D52F2BE7DF731A38A1C3083F05618B085F595824 2019 2021-01-29 14:40:06Z STEVE ALSENE 4700 Millenia Blvd Suite 410 Orlando FL 32839 451236869 false X WWW.TAFCARES.ORG X 2009 DE OUR MISSION IS TO PROVIDE UNDERINSURED PEOPLE LIVING WITH LIFE-THREATENING, CHRONIC, AND RARE DISEASES ACCESS TO CRITICAL TREATMENT THROUGH FINANCIAL ASSISTANCE, EDUCATION, AND 9 9 85 0 212089976 371261409 0 0 1883067 3711750 5408 0 213978451 374973159 151362715 217807208 0 0 3231773 4609867 0 0 678332 6113985 4784419 160708473 227201494 53269978 147771665 176389134 330085994 6504457 14555241 169884677 315530753 OUR MISSION IS TO PROVIDE UNDERINSURED PEOPLE LIVING WITH LIFE-THREATENING, CHRONIC, AND RARE DISEASES ACCESS TO CRITICAL TREATMENT THROUGH FINANCIAL ASSISTANCE, EDUCATION, AND ADVOCACY. false false 220590250 217807208 The Assistance Fund (TAF) is an independent charitable patient assistance foundation that helps patients and families facing high medical out-of-pocket costs by providing financial assistance for their copayments, coinsurance, deductibles, and other health-related expenses. TAF assisted 50,071 patients in 2019, up from 36,157 in 2018 while also increasing their number of disease funds from 49 in 2018 to 61 in 2019. TAF improved visibility, scalability, service and accuracy by reducing its reliance on third parties and established an internal IT team. TAF's in-house patient advocate team increased from 26 in 2018 to 29 in 2019; handling approximately 166,000 phone calls. TAF launched a quarterly patient newsletter and leveraged social media campaigns and its marketing site to increase patient education and communication. 220590250 true true false false false false false false false false true false false false true false true false false false false false false false false false false false true true false false false false false false false false false false false false false false false false false false 31 0 true 85 true false false false false false false false false false false X 9 9 false false false false false false false true true false false true true true true true true true true false AL AR CA CT DC FL GA HI IL KS KY MD MA MI MN MS NH NJ NM NY NC OR PA RI SC TN UT VA WV WI X X STEVE ALSENE 8558453663 4700 MILLENIA BLVD SUITE 410 orlando FL 32839 X Mark P McGreevy PRESIDENT 40.0 0.0 X 333355 0 19536 Gerald S Lauria VP OF BUSINESS DEVELOPMENT 40.0 0.0 X 277012 0 38596 STEVEN P ALSENE CFO 40.0 0.0 X 256386 0 40129 DANIELLE VIZCAINO VP OF OPERATIONS 40.0 0.0 X 181749 0 12275 JOHN D'ANGELO DIRECTOR OF BUSINESS INTEL 40.0 0.0 X 151497 0 16728 MARGARET FIGLEY DIRECTOR OF COMMUNICATIONS 40.0 0.0 X 116545 0 15423 JUSTIN ARONSON BOARD OF DIRECTORS MEMBER 0.0 0.0 X 0 0 0 JOHN FRALEY BOARD OF DIRECTORS MEMBER 0.0 0.0 X 0 0 0 JULIE JUDGE BOARD OF DIRECTORS MEMBER 0.0 0.0 X 0 0 0 LAWRENCE HATCH CHAIRMAN, BOARD OF DIRECTORS 0.0 0.0 X 0 0 0 JEFF MILFORD VICE-CHAIR BOARD OF DIRECTORS 0.0 0.0 X 0 0 0 ELLEN FEINSTEIN BOARD OF DIRECTORS MEMBER 0.0 0.0 X 0 0 0 1316544 0 142687 6 false true false HINKLEY ALLEN SNYDER LLP 28 STATE ST BOSTON MA 02109 LEGAL SVCS 782975 ALPHA SCRIPTS 4647 N 32ND STREET SUITE 125 PHOENIX AZ 85018 CLAIMS ADMINISTRATOR 809838 AYODIA LLC 5 INDEPENDENCE WAY SUITE 300 PRINCETON NJ 08554 DEVELOPMENT SERVICES 591080 ROPES GRAY LLP 800 BOYLSTON STREET BOSTON MA 021993600 LEGAL SERVICES 413702 SALESFORCE 50 FREMONT SUITE 300 SAM FRANCISCO CA 94105 SOFTWARE LICENSING 289565 17 371261409 371261409 0 2684403 2684403 0 0 0 0 0 77291057 76263710 1027347 1027347 1027347 0 0 0 0 0 0 0 0 0 0 374973159 3711750 0 217807208 217807208 0 0 918229 160161 533277 224791 0 2481947 1194531 1019591 267825 129798 38867 76438 14493 856138 483029 346968 26141 223755 100008 109197 14550 0 1502756 1502756 42617 42617 0 0 0 175074 69989 74543 30542 395772 395772 127932 51663 75831 438 1717814 388681 1325878 3255 0 298990 138831 137517 22642 276364 32304 193154 50906 0 22267 6260 6038 9969 0 0 163572 117338 42964 3270 16601 16601 OTHER EXPENSES 44660 1380 33770 9510 227201494 220590250 5932912 678332 0 0 111514622 237283287 42065000 71908333 0 0 0 0 0 0 0 0 0 0 652442 922443 2907785 1133504 1618851 1774281 20538219 18197650 0 0 0 0 0 0 0 0 176389134 330085994 1278806 1230010 0 0 0 0 0 0 0 0 0 0 0 0 0 0 5225651 13325231 6504457 14555241 X 20804890 35969704 149079787 279561049 169884677 315530753 176389134 330085994 X 147771665 1874411 -4000000 X false true X true false X 92048788 40374852 163074220 212089976 371261409 878849245 0 0 92048788 40374852 163074220 212089976 371261409 878849245 516591815 362257430 846651 394823 1343969 1630211 2684403 6900057 0 45658 5408 51066 885800368 7812820 0.40896 0.39762 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 514635 290419 224216 63969 38339 25630 2329181 804746 1524435 1774281 0 CLAIMS PAYABLE 13190310 DEFERRED RENT LIABILITY 134921 13325231 376847570 1874411 1874411 374973159 374973159 231201494 4000000 4000000 227201494 227201494 PART X, LINE 2: The Organization identifies and evaluates uncertain tax positions, if any, and recognizes the impact of uncertain tax positions for which there is a less than more-likely-than-not probability of the position being upheld when reviewed by the relevant taxing authority. Such positions are deemed to be unrecognized tax benefits and a corresponding liability is established on the statement of financial position. The Organization has not recognized a liability for uncertain tax positions. If there were an unrecognized tax benefit, the Organization would recognize interest accrued related to unrecognized tax benefits in interest expense and penalties in operating expenses. The Organization's remaining open tax years subject to examination by the Internal Revenue Service generally remain open for three years from the date of filing. PART XII, LINE 2D: SETTLEMENT AGREEMENT WITH US DEPARTMENT OF JUSTICE $4,000,000 true COPAY & PREMIUM INS PYMTS TO UNDERINSURED PATIENTS 50071 217807208 PART I, LINE 2: Annually, individuals go through the application and approval process. Upon receipt of a completed application, a final determination is made and funds are made payable directly to the pharmacy, site of care or healthcare provider for the dispensing of the approved therapy. The Assistance Fund electronically monitors utilization of said funds down to the patient level on a daily basis and reconciles and audits payments weekly. X X X X false false false true false false false false false Mark P McGreevy PRESIDENT 268355 65000 19498 38 352891 Gerald S Lauria VP OF BUSINESS DEVELOPMENT 230212 46800 14155 24441 315608 STEVEN P ALSENE CFO 201866 54520 15688 24441 296515 DANIELLE VIZCAINO VP OF OPERATIONS 146469 35280 11117 1158 194024 JOHN D'ANGELO DIRECTOR OF BUSINESS INTEL 140497 11000 9300 7428 168225 PART I, LINE 5: BONUSES FOR THE DIRECTOR OF BUSINESS DEVELOPMENT ARE CONTINGENT ON CERTAIN CRITERIA RELATING TO FUND AND DONOR RETENTION/GROWTH. FORM 990, PART I, LINE 1, DESCRIPTION OF ORGANIZATION MISSION: ADVOCACY. OUR VISION IS TO SEE THE DAY WHEN NO PERSON GOES WITHOUT TREATMENT BECAUSE OF AN INABILITY TO PAY. FORM 990, PART VI, SECTION B, LINE 11: THE BOARD OF DIRECTORS IS PROVIDED WITH A COPY OF THE COMPLETED FORM 990 PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C: The Secretary of the corporation shall distribute annually to all directors, officers and key employees (as identified by the corporation), a form soliciting the disclosure of all conflicts of interest, including specific information concerning the terms of any contract or transaction with the corporation and whether the process for approval set forth in this policy was used. Such disclosure form may require disclosure of other relationships that may not constitute an actual conflict of interest, but which are required to be disclosed in order for the corporation to comply with its annual reporting requirements. An employee of the corporation with a potential conflict of interest in a particular matter shall promptly and fully disclose the potential conflict to his supervisor. The employee shall thereafter refrain from participating in deliberations and discussion, as well as any decisions, relating to the matter and follow the direction of the supervisor as to how the corporation decisions which are the subject of the conflict will be determined. The board chair shall be responsible for determining the proper way for the corporation to handle corporation decisions which involve unresolved employee conflicts of interest. In making such determinations, the board Chair may consult with legal counsel. The board chair shall report to the board at least annually concerning employee conflicts of interest which have been disclosed and contracts and transactions involving employee conflicts which the board chair has approved. FORM 990, PART VI, SECTION B, LINE 15: It is the policy of the corporation to pay no more than reasonable compensation for personal services rendered to the corporation by officers and employees. The directors of the corporation shall not receive compensation for fulfilling their duties as directors, although directors may be reimbursed for actual out-of-pocket expenses which they incur in order to fulfill their duties as directors. Expenses of spouses will not be reimbursed by the corporation unless the expenses are necessary to achieve a corporation purpose.The board of directors must approve in advance the amount of all compensation for officers of the corporation. Before approving the compensation of an officer, the board shall determine that the total compensation to be provided by the corporation to the officer is reasonable in amount in light of the position, responsibility and qualification of the officer for the position held, including the result of an evaluation of the officer's prior performance for the corporation, if applicable. In making the determination, the board shall consider total compensation to include the salary and the value of all benefits provided by the corporation to the individual in payment for services. At the time of the discussion and decision concerning an officer's compensation, the officer should not be present in the meeting. The board shall obtain and consider appropriate data concerning comparable compensation paid to similar officers in like circumstances. The board shall set forth the basis for its decisions with respect to compensation in the minutes of the meeting at which the decisions are made, including the conclusions of the evaluation and the basis for determining that the individual's compensation was reasonable in light of the evaluation and the comparability data. For other key employees, compensation is determined by the executive director after review of comparability data, including a salary survey. The information gathered and factors considered in arriving at the compensation is documented in the employees' personnel file. This process is performed on an annual basis. FORM 990, PART VI, SECTION C, LINE 19: There shall be kept at the office of the corporation: (1) correct and complete books and records of account; (2) minutes of the proceedings of the board of directors and the executive committee; (3) a current list of the directors and officers of the corporation and their residence addresses; (4) a copy of these by-laws; (5) a copy of the corporation's application for recognition of exemption with the internal revenue service; and (6) copies of the past three (3) years' information returns to the internal revenue service. Any of the books, minutes and records of the corporation may be in written form or in any other form capable of being converted into written form within a reasonable time. The organization's governing documents and financial statements are available to the public upon request. SCHEDULE D PART XII LINE 2D: SETTLEMENT AGREEMENT WITH US DEPARTMENT OF JUSTICE $4,000,000