PATIENT ADVOCATE FOUNDATION INC: Form 990, tax year 2015

View the entire original 990 at ProPublica ↗

Organization
PATIENT ADVOCATE FOUNDATION INC (EIN 54-1806317)
Tax period
2015-07-01 to 2016-06-30
Filed
2017-01-23
IRS object ID
201720239349300522
Schema version
2015v3.0
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 ReturnHeader

FieldValueIRS element (for citing)
Return2017-01-23T12:01:37-06:00ReturnTs
Tax Period End2016-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN560747981PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1DIXON HUGHES GOODMAN LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1701 TOWN CENTER DRIVE SUITE 700AddressLine1Txt
CityNEWPORT NEWSCityNm
State AbbreviationVAStateAbbreviationCd
ZIP236064295ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2015-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN541806317EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1PATIENT ADVOCATE FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlPATIBusinessNameControlTxt
Phone8005325274PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1421 BUTLER FARM ROADAddressLine1Txt
CityHAMPTONCityNm
State AbbreviationVAStateAbbreviationCd
ZIP23666ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonALAN J BALCHPersonNm
Person TitleCHIEF EXECUTIVE OFFICERPersonTitleTxt
Phone7578736668PhoneNum
Signature2017-01-18SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJAMES M HAGGARDPreparerPersonNm
PTINP00100566PTIN
Phone7578731033PhoneNum
FieldValueIRS element (for citing)
Tax2015TaxYr
Build TS2021-01-29 14:40:06ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerALAN J BALCHPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1421 BUTLER FARM ROADAddressLine1Txt
CityHAMPTONCityNm
State AbbreviationVAStateAbbreviationCd
ZIP23666ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$161,505,789GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.PATIENTADVOCATE.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1996FormationYr
Legal Domicile StateVALegalDomicileStateCd
Activity Or MissionPATIENT 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.ActivityOrMissionDesc
Voting Members Governing Body18VotingMembersGoverningBodyCnt
Voting Members Independent15VotingMembersIndependentCnt
Total Employee220TotalEmployeeCnt
Total Volunteers2TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$70,512,193PYContributionsGrantsAmt
CY Contributions Grants$156,959,512CYContributionsGrantsAmt
PY Program Service Revenue$5,070,725PYProgramServiceRevenueAmt
CY Program Service Revenue$3,302,498CYProgramServiceRevenueAmt
PY Investment Income$402,974PYInvestmentIncomeAmt
CY Investment Income$712,057CYInvestmentIncomeAmt
PY Other Revenue$35,020PYOtherRevenueAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$76,020,912PYTotalRevenueAmt
CY Total Revenue$160,974,067CYTotalRevenueAmt
PY Grants And Similar Paid$28,381,018PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$51,129,953CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$10,360,662PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$10,428,214CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$1,169,671CYTotalFundraisingExpenseAmt
PY Other Expenses$4,969,839PYOtherExpensesAmt
CY Other Expenses$7,669,624CYOtherExpensesAmt
PY Total Expenses$43,711,519PYTotalExpensesAmt
CY Total Expenses$69,227,791CYTotalExpensesAmt
PY Revenues Less Expenses$32,309,393PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$91,746,276CYRevenuesLessExpensesAmt
Total Assets BOY$84,425,651TotalAssetsBOYAmt
Total Assets EOY$182,470,919TotalAssetsEOYAmt
Total Liabilities BOY$5,986,911TotalLiabilitiesBOYAmt
Total Liabilities EOY$12,276,922TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$78,438,740NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$170,193,997NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionPATIENT 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 Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$57,268,665ExpenseAmt
Grant$51,095,231GrantAmt
DescLAUNCHED IN 2004, PATIENT ADVOCATE FOUNDATION'S CO-PAY RELIEF PROGRAM (CPR) PROVIDES 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 OFFERS PERSONAL SERVICE TO ALL PATIENTS THROUGH THE USE OF CALL COUNSELORS; PERSONALLY GUIDING PATIENTS THROUGH THE ENROLLMENT AND BENEFIT PROCESS.IN FY2015/2016, PAF'S CO-PAY RELIEF PROGRAM ASSISTED PATIENTS THROUGH TWENTY ONE (21) DISEASE SPECIFIC FUNDS INCLUDING BLADDER CANCER, BREAST CANCER, CERVICAL CANCER, CHRONIC PAIN, ELECTROLYTE IMBALANCE, HEPATITIS C, HEPATITIS B, HIV, AIDS AND PREVENTION, HOMOZYGOUS FAMILIAL HYPERCHOLESTEROLEMIA, INHERITED OR ACQUIRED LIPODYSTROPHY, METASTATIC COLORECTAL CANCER, METASTATIC GASTRIC CANCER, METASTATIC PROSTATE CANCER, MULTIPLE MYELOMA, MULTIPLE SCLEROSIS, MYELODYSPLASTIC SYNDROME, NON-SMALL CELL LUNG CANCERS (NSCLC), OSTEOPOROSIS, OVARIAN CANCER, PERIODIC PARALYSIS AND RENAL CELL CARCINOMA.CURRENTLY, 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.IN FY2015/2016, THE FOUNDATION ADMINISTERED CO-PAYMENT ASSISTANCE TO 35,335 QUALIFIED PATIENTS THROUGH THE 21 ASSISTANCE FUNDS AVAILABLE THROUGH THE CO-PAY RELIEF PROGRAM. THE PROGRAM STAFF FIELDED 129,602 TELEPHONE CALLS AND PROCESSED CLAIMS TOTALING OVER $51 MILLION DOLLARS 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 180,000 INDIVIDUALS ALLOCATING MORE THAN $358 MILLION DOLLARS IN CO-PAYMENT AWARDS.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$6,227,120ExpenseAmt
Grant$34,722GrantAmt
DescTHE FOUNDATION PROVIDES SUSTAINED, ONE ON ONE, CASE MANAGEMENT SERVICES TO PATIENTS THROUGHOUT THE COUNTRY WHO ARE EXPERIENCING ACCESS TO CARE ISSUES. THE PROFESSIONAL CASE MANAGEMENT STAFF WORKS WITH A PATIENT'S INSURERS, EMPLOYERS AND/OR CREDITORS IN AN EFFORT TO RESOLVE ACCESS TO CARE, DEBT CRISIS AND JOB RETENTION ISSUES THAT ARE A RESULT OF A LIFE THREATENING AND/OR DEBILITATING ILLNESS. THE FOUNDATION'S PROFESSIONAL CASE MANAGEMENT STAFF DIRECTLY ASSISTED 18,138 INDIVIDUALS IN FY2015/2016. ON AVERAGE, CASE MANAGERS MADE 19 CONTACTS ON BEHALF OF EACH PATIENT TO RELEVANT STAKEHOLDERS IN ORDER TO BRING RESOLUTION TO THE PATIENT'S ACCESS ISSUE.DURING FY2015/2016, PAF ADMINISTERED FIVE (5) FINANCIAL AID FUNDS, PROVIDING FINANCIAL ASSISTANCE TO QUALIFIED PATIENTS FOR PRACTICAL COST OF LIVING EXPENSES FACED BY PATIENTS. IN FY2015/2016, PAF SUCCESSFULLY PROVIDED ONE-TIME SMALL GRANTS TO 667 PATIENTS, PROVIDING OVER $379,500 IN FINANCIAL RELIEF TO QUALIFIED PATIENTS. THE SMALL GRANTS RANGE FROM $300-$1000 PER PATIENT AND ARE DESIGNED TO DEFRAY THE COSTS OF TRANSPORTATION AND COST OF LIVING EXPENSES THE PATIENTS FACE. THE FINANCIAL AID FUND PROGRAMS INCLUDE:- LEISHLINE FINANCIAL AID FUND: SERVING PATIENTS DIAGNOSED WITH ARDS, TSS AND/OR SEPSIS- METASTATIC BREAST CANCER FINANCIAL AID FUND: SERVING PATIENTS DIAGNOSED WITH STAGE III OR STAGE IV BREAST CANCER- MULTIPLE MYELOMA TRANSPORTATION FINANCIAL AID FUND- TRANSPORTATION FINANCIAL AID FUND: SERVING PATIENTS DIAGNOSED WITH METASTATIC MELANOMA OR METASTATIC LUNG CANCER - HEART VALVE FINANCIAL AID FUND: SERVING PATIENTS DIAGNOSED WITH A VALVULAR CONDITIONADDITIONALLY, AS A RECIPIENT OF A COOPERATIVE AGREEMENT WITH THE CENTER FOR DISEASE CONTROL, IN FY2015/2016 PAF HAS BEEN SUCCESSFUL IN ADVANCING ITS' HEALTH EQUITY PLATFORM THROUGH THE SELFMADE HEALTH NETWORK. THE SELFMADE HEALTH NETWORK (SMHN) IS A MEMBER OF THE CDC'S CONSORTIUM OF NATIONAL NETWORKS TO IMPACT POPULATIONS EXPERIENCING TOBACCO-RELATED AND CANCER HEALTH DISPARITIES. SPECIFICALLY, THE SMHN FOCUSES ON POPULATIONS WITH LOW SOCIO-ECONOMIC STATUS (SES) CHARACTERISTICS (INCLUDING VULNERABLE, UNDERSERVED AND LOW-RESOURCED POPULATIONS) RESIDING IN RURAL, URBAN AND FRONTIER REGIONS. THIS NATIONAL NETWORK REPRESENTS ORGANIZATIONS, AGENCIES AND BUSINESSES WITH POLICY, RESEARCH OR MARKET EXPERTISE IN TOBACCO AND CANCER PREVENTION, TREATMENT AS WELL AS SURVIVORSHIP; OR THAT PROVIDE DIRECT SERVICES OR RESOURCES TO THESE VULNERABLE POPULATIONS NOTED ABOVE. SINCE OUR MEMBERSHIP LAUNCH IN JANUARY 2016, MORE THAN 20 NATIONAL ORGANIZATIONS HAVE SIGNED ON AS SMHN CORE MEMBER ORGANIZATIONS. THE PURPOSE OF SELFMADE HEALTH NETWORK IS TO:- PROVIDE MORE "IN-DEPTH" INSIGHT LEADING TO THE CREATION OF RECOMMENDATIONS, MESSAGES AND STRATEGIES THAT WILL BE RELEVANT TO AND HAVE RESONANCE WITH LOW SES POPULATIONS RESULTING IN SUSTAINABLE TOBACCO CESSATION/PREVENTION AS WELL AS CANCER PREVENTION AND CONTROL FOR SOME OF THE NATION'S LEADING TOBACCO-RELATED CANCERS;- DISSEMINATE INFORMATION AND RESOURCES TO PROMOTE THE ADOPTION OF BEST PRACTICES AND INNOVATIVE SOLUTIONS TO BROADEN REACH AND MORE POSITIVELY IMPACT ENVIRONMENTS AND SERVICE SETTINGS INVOLVING LOW SES POPULATIONS NATIONWIDE AND;- FOSTER AND SUPPORT NEW PARTNERSHIPS FOR A MORE EFFECTIVE, NATIONALLY INTEGRATED PREVENTION AND DISEASE CONTROL SYSTEM FOR THOSE MOST IN NEED.THE DEVELOPMENT AND DELIVERY OF EDUCATIONAL MATERIALS THAT ARE APPROPRIATE FOR BOTH THE PATIENT COMMUNITY AND THE GENERAL PUBLIC IS AN IMPORTANT OBJECTIVE FOR PAF. EACH YEAR, PAF CREATES AND DISTRIBUTES A WIDE ARRAY OF PATIENT EDUCATION MATERIALS, PRINTED AND ELECTRONIC, DESIGNED WITH THE MISSION OF PROVIDING ADDITIONAL GUIDANCE FOR PATIENTS CONTACTING OUR FOUNDATION, AS WELL AS MAKING MATERIALS AVAILABLE FOR THE GENERAL PUBLIC VISITING OUR WEBSITE AND CONNECTING WITH PAF. PAF'S PATIENT EDUCATION MATERIALS ARE ROUTINELY UTILIZED BY OTHER ORGANIZATIONS AND FACILITIES WHO SHARE THEM WITH THEIR PATIENTS. THE FOUNDATION MAINTAINS AN EXTENSIVE LIBRARY OF PAF AUTHORED PATIENT EDUCATIONAL PUBLICATIONS, AS WELL AS A CULTIVATED GROUP OF MATERIALS FROM OTHER INDUSTRY EXPERTS, ALL OF WHICH ARE AVAILABLE FREE OF CHARGE TO PATIENTS. THE COVERAGE ACCESS GUIDE, A NEW PUBLICATION DEVELOPED IN FY2015/2016, SEEKS TO SUPPORT A PATIENT THROUGH ALL STAGES OF INSURANCE FROM BEGINNING TO END WAS MADE AVAILABLE IN PRINT SUPPLY AND ELECTRONIC FORM, AND WAS LATER TRANSLATED FOR NATIVE SPANISH-SPEAKERS. BEGINNING WITH TIPS FOR ENROLLMENT AND PLAN SELECTION, THIS GUIDE COVERS TOPICS RELEVANT TO EVERY INSURED PATIENT. THE GUIDE CONCLUDES WITH ARTICLES THAT HELP UNDERSTAND FEDERAL DISABILITY ENROLLMENT AND VARIOUS PATHWAYS TO MEDICARE AND MEDICAID INSURANCE FOR THOSE WITH AGE OR DISABILITY ELIGIBILITY. A COMPANION NEW MOBILE PHONE APP FOR APPLE PHONES AND TABLETS, COVERAGE ACCESS GUIDE: A CONSUMER'S GUIDE TO INSURANCE WAS LAUNCHED, WHICH PROVIDES MOBILE ARTICLES THAT SUPPORT A PATIENT THROUGH ALL STAGES OF INSURANCE FROM BEGINNING TO END. THIS APP IS POPULATED WITH CONTENT SIMILAR TO THE PRINTED COVERAGE ACCESS GUIDE, BUT IS ENHANCED WITH ADDITIONAL MOBILE-ONLY CONTENT. THE MOBILE APP INCLUDES IN-DEPTH ARTICLES ON VOCABULARY, EMBEDDED VIDEOS AND ANIMATED SEGMENTS, ACTIONABLE LINKS TO OUTSIDE RESOURCES, AND HAS THE ABILITY TO BE UPDATED TO COVER BREAKING-NEWS HEALTHCARE TOPICS IF NEEDED. THE SECOND NEW PUBLICATION DEVELOPED DURING FY2015/2016, THE METASTATIC BREAST CANCER GUIDE, IS A CONNECTED DISEASE-SPECIFIC INSERT THAT IS DISTRIBUTED ALONGSIDE THE COVERAGE ACCESS GUIDE TO PROVIDE PATIENTS MORE IN-DEPTH AND CUSTOM GUIDANCE BASED ON THE SPECIFICS OF THEIR CONDITION. TOPICS INCLUDE GENOMIC AND GENETIC TESTING, DISEASE-SPECIFIC VOCABULARY AND TREATMENT TERMINOLOGY, PERSONALIZED MEDICINE, COMPASSIONATE ALLOWANCE FOR DISABILITY ELIGIBILITY; WORKPLACE CHALLENGES WHILE SICK, LIVING WILLS, PALLIATIVE CARE AND OTHERS. IN JANUARY 2016, THE SELFMADE HEALTH NETWORK (SMHN) LAUNCHED ITS RESOURCE PORTFOLIO, AS A COLLECTION OF TOOLS DESIGNED TO GUIDE/ASSIST STATE CANCER AND TOBACCO PROGRAMS, COMMUNITY BASED ORGANIZATIONS AND HEALTH SYSTEMS TO IMPLEMENT AND ADOPT EVIDENCE BASED STRATEGIES TO SUPPORT POPULATIONS EXPERIENCING CANCER AND TOBACCO RELATED DISPARITIES. INCLUDED IN THE PORTFOLIO ARE INFOGRAPHICS, FACT SHEETS, WEBCASTS AND THE SMHN WEBSITE. THE INAUGURAL SMHN INFOGRAPHICS DEBUTED AT THE 2015 CDC OFFICE OF SMOKING AND HEALTH NATIONAL PARTNER MEETING. THE THREE PART DOCUMENT OUTLINES PRACTICAL STRATEGIES THAT STATE TOBACCO AND CANCER PROGRAMS COULD APPLY TO ADDRESS CANCER AND TOBACCO RELATED DISPARITIES AMONG POPULATIONS WITH LOW SES CHARACTERISTICS. AS A FOLLOW-UP TO THE INFO GRAPHICS, SMHN LAUNCHED A FOUR PART; FACT SHEET SERIES FOCUSED ON THE SOCIAL DETERMINANTS WHICH HAS RESULTED IN MORE THAN 1,000 DOWNLOADS. NEARLY 300 PROFESSIONALS HAVE PARTICIPATED IN THREE SMHN WEBCASTS ON TOPICS RANGING FROM LUNG CANCER TO LINKING ASIAN TOBACCO USERS TO TOBACCO CESSATION. IN THE FIRST MONTH THE WEBSITE WAS LIVE TO THE PUBLIC, THE SITE RECORDED 444 SESSIONS WITH AN AVERAGE VISIT LENGTH OF OVER 3 MINUTES.A TWITTER PRESENCE FOR SELFMADE HEALTH NETWORK WAS CREATED AND LAUNCHED WITH THE HANDLE @SELFMADEHEALTH. FOR THE PERIOD JULY 2015- APRIL 2016, SMHN POSTED 400 TWEETS RESULTING IN MORE THAN 80,000 IMPRESSIONS. THE SMHN HASH TAG (@SELFMADEHEALTH) HAS PARTICIPATED IN NUMEROUS TWITTER CHATS INCLUDING PCORI'S #CANCERTALK EVENT ON SEPTEMBER 29TH, 2015, #EQUITYCHAT ON JULY 14, 2015. IN SEPTEMBER 2015, THE SELFMADE HEALTH NETWORK COORDINATED TWO SEPARATE MEDIA AWARENESS REGIONAL CAMPAIGNS TO BOLSTER THE SUPPLY OF CDC TARGETED CAMPAIGNS IN AREAS OF DISPARATE POPULATIONS AFFECTED BY BREAST CANCER AND COLORECTAL CANCER. ADVERTISING MATERIALS WERE SUPPLIED BY THE 'BRING YOUR BRAVE" BREAST CANCER SCREENING CAMPAIGN AND THE "SCREEN FOR LIFE" COLORECTAL CANCER AWARENESS CAMPAIGN. IN TENNESSEE, MATERIALS WERE DESIGNED TO REACH AND TARGET AFRICA-AMERICAN WOMEN IN THE MEMPHIS GEOGRAPHICAL REGION IMPACTED BY FACTORS OF LOW SOCIOECONOMIC STATUS, AND WERE DISTRIBUTED VIA ONLINE VIDEOS, BUS POSTERS AND TRANSIT SHELTERS, RADIO, COMMUNITY NEWSPAPER AND OUTDOOR SIGNS. IN WEST VIRGINIA, MATERIALS WERE SELECTED AND DESIGNED TO IMPACT MALES AND FEMALES STATEWIDE IN AREAS WITH HIGH POPULATIONS OF LOW SOCIOECONOMIC STATUS FACTORS, INCLUDING LOW INCOME, LOW EDUCATION, AND RURAL GEOGRAPHIC AREAS. IN WEST VIRGINIA, A MIX OF RADIO, INTERIOR BUS SIGNAGE, COMMUNITY NEWSPAPERS, ONLINE VIDEO USING YOUTUBE WERE USED TO BRING THE MESSAGES TO THE AUDIENCE.Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$3,367,408ExpenseAmt
Revenue$3,302,498RevenueAmt
DescIN FY2008/2009, THE FOUNDATION ENTERED INTO A TRANSPARENT SERVICE ADMINISTRATION CONTRACT WITH A NATIONAL NONPROFIT ORGANIZATION. THE FOUNDATION HAS BEEN CONTRACTED TO PROVIDE FULL SERVICE, TRANSPARENT ADMINISTRATION SERVICES TO QUALIFIED PATIENTS THAT ENTER THEIR CO-PAY ASSISTANCE PROGRAM. THE FOUNDATION CONTINUED TO PROVIDE THIS CONTRACTUAL SERVICE DURING FY2015/2016AND WAS PAID ADMINISTRATION FEES ON A MONTHLY BASIS THROUGH THIS SERVICE CONTRACT. THE FOUNDATION ADMINISTERED SERVICES TO 17,565 PATIENTS IN FY2015/2016THROUGH THIS CONTRACT.Desc
FieldValueIRS element (for citing)
Total Program Service Expenses$66,863,193TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying ActivitiesYes (1)LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Temp Or Permanent EndowmentsYes (1)TempOrPermanentEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising ActivitiesYes (1)FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To Organizations0GrantsToOrganizationsInd
Grants To IndividualsYes (1)GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam MemYes (1)BusinessRlnWithFamMemInd
Business Rln With Officer EntYes (1)BusinessRlnWithOfficerEntInd
Deductible Non Cash ContriYes (1)DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgYes (1)TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document222IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee220EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible ContributionsYes (1)NondeductibleContributionsInd
Nondeductible Contri DisclYes (1)NondeductibleContriDisclInd
Quid Pro Quo ContributionsYes (1)QuidProQuoContributionsInd
Quid Pro Quo Contri DisclYes (1)QuidProQuoContriDisclInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Indoor Tanning Services0IndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members18GoverningBodyVotingMembersCnt
Independent Voting Member15IndependentVotingMemberCnt
Family Or Business RlnYes (1)FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process OtherYes (1)CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldVAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldCAStatesWhereCopyOfReturnIsFldCd
Own WebsiteYes (X)OwnWebsiteInd
Other WebsiteYes (X)OtherWebsiteInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1CORPORATE OFFICEBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone7578736668PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1421 BUTLER FARM ROADAddressLine1Txt
CityHAMPTONCityNm
State AbbreviationVAStateAbbreviationCd
ZIP23666ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (25 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtHighest Compensated EmployeeHighestCompensatedEmployeeInd
DEBORAH PARHAM HOPSON
BOARD PRESIDENT5.00Yes (X)Yes (X)$0$0$0
ALAN J BALCH
CHIEF EXECUTIVE OFFICER20.00Yes (X)Yes (X)$163,534$125,000$13,07520.00
F MARC STEWART
BOARD MEMBER, IMMEDIATE PAST PRESIDENT5.00Yes (X)$0$0$05.00
NANCY DAVENPORT-ENNIS
FOUNDER AND CHAIR EMERITA5.00Yes (X)$0$0$05.00
DIANE MAUK
BOARD SECRETARY5.00Yes (X)Yes (X)$0$0$05.00
JOHN L MURPHY
FINANCE COMMITTEE CHAIR5.00Yes (X)Yes (X)$0$0$05.00
AL BENSON III
BOARD MEMBER5.00Yes (X)$0$0$05.00
CHRISTOPHER BOONE
BOARD MEMBER5.00Yes (X)$0$0$05.00
CHRISTIAN G DOWNS
BOARD MEMBER5.00Yes (X)$0$0$05.00
BRIAN GAROFALO
BOARD MEMBER5.00Yes (X)$0$0$05.00
LOVELL JONES
BOARD MEMBER5.00Yes (X)$0$0$05.00
OTIS MAYNARD
BOARD MEMBER5.00Yes (X)$0$0$05.00
ANDY MILLER
BOARD MEMBER5.00Yes (X)$0$0$0
EDITH MITCHELL
BOARD MEMBER5.00Yes (X)$0$0$0
PEARL MOORE
BOARD MEMBER5.00Yes (X)$0$0$0
ROBERT M RIFKIN
BOARD MEMBER5.00Yes (X)$0$0$05.00
LORI WILLIAMS
BOARD MEMBER5.00Yes (X)$0$0$05.00
W JACKSON WISDOM
BOARD MEMBER5.00Yes (X)$0$0$0
WILLIAM J NASON
CHIEF FINANCIAL OFFICER40.00Yes (X)$182,210$0$22,663
FRANCES CASTELLOW
PRESIDENT OF OPERATIONS40.00Yes (X)$192,679$0$8,768
BETH MOORE
EVP OF PROGRAM STRATEGY40.00$126,349$0$11,390Yes (X)
ANDREW WEBER
EVP OF EXTERNAL RELATIONS, DATA INTEGRATION40.00$155,596$0$21,704Yes (X)
ANGELA M WALKER
CHIEF OF TALENT MANAGEMENT40.00$151,652$0$7,313Yes (X)
ERIN SINGLETON
CHIEF OF MISSION DELIVERY40.00$134,076$0$8,020Yes (X)
ALAN RICHARDSON
EVP OF STRATEGIC PATIENT SOLUTIONS40.00$115,517$0$16,298Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$1,221,613TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$125,000TotReportableCompRltdOrgAmt
Total Other Compensation$109,231TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K8IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (2 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
KELLY SERVICES INC
999 WEST BIG BEAVER ROADTROYMI48084TEMPORARY LABOR$366,291
MARATHON CONSULTING LLC
4876-118 PRINCESS ANNE RD PMB 310VIRGINIA BEACHVA23462SOFTWARE CONSULTING$255,218
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K2CntrctRcvdGreaterThan100KCnt
Membership Dues$162,500MembershipDuesAmt
Fundraising$234,101FundraisingAmt
Government Grants$671,759GovernmentGrantsAmt
All Other Contributions$155,891,152AllOtherContributionsAmt
Noncash Contributions$25,314NoncashContributionsAmt
Total Contributions$156,959,512TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp

FieldValueIRS element (for citing)
DescSERVICE CONTRACTSDesc
Business541900BusinessCd
Total Revenue Column$3,302,498TotalRevenueColumnAmt
Related Or Exempt Func Income$3,302,498RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$3,302,498TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$713,599TotalRevenueColumnAmt
Exclusion$713,599ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$475,811SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$477,353SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities-$1,542SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column-$1,542TotalRevenueColumnAmt
Exclusion-$1,542ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$54,369FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event$234,101ContriRptFundraisingEventAmt
Fundraising Direct Expenses$54,369FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$160,974,067TotalRevenueColumnAmt
Related Or Exempt Func Income$3,302,498RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$712,057ExclusionAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$51,129,953TotalAmt
Program Services$51,129,953ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$599,706TotalAmt
Program Services$166,717ProgramServicesAmt
Management And General$255,800ManagementAndGeneralAmt
Fundraising$177,189FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$7,776,468TotalAmt
Program Services$6,838,491ProgramServicesAmt
Management And General$384,519ManagementAndGeneralAmt
Fundraising$553,458FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$219,775TotalAmt
Program Services$196,175ProgramServicesAmt
Management And General$8,831ManagementAndGeneralAmt
Fundraising$14,769FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$1,167,316TotalAmt
Program Services$1,086,586ProgramServicesAmt
Management And General$43,512ManagementAndGeneralAmt
Fundraising$37,218FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$664,949TotalAmt
Program Services$546,522ProgramServicesAmt
Management And General$54,858ManagementAndGeneralAmt
Fundraising$63,569FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$347,570TotalAmt
Program Services$345,110ProgramServicesAmt
Management And General$1,382ManagementAndGeneralAmt
Fundraising$1,078FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$94,074TotalAmt
Program Services$9,700ProgramServicesAmt
Management And General$84,374ManagementAndGeneralAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$700,000TotalAmt
Program Services$651,420ProgramServicesAmt
Management And General$33,670ManagementAndGeneralAmt
Fundraising$14,910FundraisingAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$1,280,653TotalAmt
Program Services$1,135,048ProgramServicesAmt
Management And General$62,222ManagementAndGeneralAmt
Fundraising$83,383FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$196,746TotalAmt
Program Services$194,816ProgramServicesAmt
Management And General$123ManagementAndGeneralAmt
Fundraising$1,807FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$1,881,620TotalAmt
Program Services$1,741,297ProgramServicesAmt
Management And General$92,284ManagementAndGeneralAmt
Fundraising$48,039FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$864,918TotalAmt
Program Services$797,022ProgramServicesAmt
Management And General$38,143ManagementAndGeneralAmt
Fundraising$29,753FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$138,603TotalAmt
Program Services$68,239ProgramServicesAmt
Management And General$3,276ManagementAndGeneralAmt
Fundraising$67,088FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$768,367TotalAmt
Program Services$692,301ProgramServicesAmt
Management And General$30,998ManagementAndGeneralAmt
Fundraising$45,068FundraisingAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$154,812TotalAmt
Program Services$138,488ProgramServicesAmt
Management And General$12,953ManagementAndGeneralAmt
Fundraising$3,371FundraisingAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$1,170,006TotalAmt
Program Services$1,112,820ProgramServicesAmt
Management And General$28,681ManagementAndGeneralAmt
Fundraising$28,505FundraisingAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$72,255TotalAmt
Program Services$12,488ProgramServicesAmt
Management And General$59,301ManagementAndGeneralAmt
Fundraising$466FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$69,227,791TotalAmt
Program Services$66,863,193ProgramServicesAmt
Management And General$1,194,927ManagementAndGeneralAmt
Fundraising$1,169,671FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$3,425,252BOYAmt
EOY$9,949,251EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$72,022,026BOYAmt
EOY$163,016,738EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$1,603,086BOYAmt
EOY$1,368,354EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$453,172BOYAmt
EOY$327,572EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
BOY$57,869BOYAmt
EOY$29,290EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$355,231BOYAmt
EOY$459,093EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$8,874,838LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$3,090,790LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$4,522,313BOYAmt
EOY$5,784,048EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$1,933,371BOYAmt
EOY$1,486,242EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$53,331BOYAmt
EOY$50,331EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$84,425,651BOYAmt
EOY$182,470,919EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$907,630BOYAmt
EOY$1,291,405EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$3,246,672BOYAmt
EOY$9,461,776EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

FieldValueIRS element (for citing)
BOY$1,280,000BOYAmt
EOY$1,062,907EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$552,609BOYAmt
EOY$460,834EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$5,986,911BOYAmt
EOY$12,276,922EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$3,680,105BOYAmt
EOY$5,801,066EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$72,825,264BOYAmt
EOY$162,906,689EOYAmt

Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$1,933,371BOYAmt
EOY$1,486,242EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$78,438,740BOYAmt
EOY$170,193,997EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$84,425,651BOYAmt
EOY$182,470,919EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$91,746,276ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$7,439NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$1,542OtherChangesInNetAssetsAmt
Info In Schedule O Part XIIYes (X)InfoInScheduleOPartXIIInd
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit RequiredYes (1)FederalGrantAuditRequiredInd
Federal Grant Audit PerformedYes (1)FederalGrantAuditPerformedInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$37,041,936CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$39,039,469CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$35,867,506CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$59,477,193CurrentTaxYearMinus1YearAmt
Current Tax Year$92,569,903CurrentTaxYearAmt
Total$263,996,007TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$37,041,936CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$39,039,469CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$35,867,506CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$59,477,193CurrentTaxYearMinus1YearAmt
Current Tax Year$92,569,903CurrentTaxYearAmt
Total$263,996,007TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$181,201,849SubstantialContributorsTotAmt
Public Support Total170$82,794,158PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$288,925CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$196,564CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$258,390CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$402,970CurrentTaxYearMinus1YearAmt
Current Tax Year$713,599CurrentTaxYearAmt
Total$1,860,448TotalAmt
FieldValueIRS element (for citing)
Total Support$265,856,455TotalSupportAmt
Gross Receipts Rltd Activities$22,614,185GrossReceiptsRltdActivitiesAmt
Public Support CY1700.31140PublicSupportCY170Pct
Public Support PY1700.38530PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests PY170Yes (X)ThirtyThrPctSuprtTestsPY170Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule C IRS990ScheduleC

Total Direct Lobbying TotalDirectLobbyingGrp

FieldValueIRS element (for citing)
Filing Organizations Total$700,000FilingOrganizationsTotalAmt

Total Lobbying Expend TotalLobbyingExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$700,000FilingOrganizationsTotalAmt

Other Exempt Purpose Expend OtherExemptPurposeExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$68,527,791FilingOrganizationsTotalAmt

Total Exempt Purpose Expend TotalExemptPurposeExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$69,227,791FilingOrganizationsTotalAmt

Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp

FieldValueIRS element (for citing)
Filing Organizations Total$1,000,000FilingOrganizationsTotalAmt

Grassroots Nontaxable GrassrootsNontaxableGrp

FieldValueIRS element (for citing)
Filing Organizations Total$250,000FilingOrganizationsTotalAmt

Tot Lbbyng Grassroot Mns Non Tx TotLbbyngGrassrootMnsNonTxGrp

FieldValueIRS element (for citing)
Filing Organizations Total$0FilingOrganizationsTotalAmt

Tot Lbby Expend Mns Lbbyng Non Tx TotLbbyExpendMnsLbbyngNonTxGrp

FieldValueIRS element (for citing)
Filing Organizations Total$0FilingOrganizationsTotalAmt

Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp

FieldValueIRS element (for citing)
Current Year Minus3$1,000,000CurrentYearMinus3Amt
Current Year Minus2$1,000,000CurrentYearMinus2Amt
Current Year Minus1$1,000,000CurrentYearMinus1Amt
Current Year$1,000,000CurrentYearAmt
Total$4,000,000TotalAmt
FieldValueIRS element (for citing)
Lobbying Ceiling$6,000,000LobbyingCeilingAmt

Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp

FieldValueIRS element (for citing)
Current Year Minus3$485,000CurrentYearMinus3Amt
Current Year Minus2$790,000CurrentYearMinus2Amt
Current Year Minus1$880,000CurrentYearMinus1Amt
Current Year$700,000CurrentYearAmt
Total$2,855,000TotalAmt

Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp

FieldValueIRS element (for citing)
Current Year Minus3$250,000CurrentYearMinus3Amt
Current Year Minus2$250,000CurrentYearMinus2Amt
Current Year Minus1$250,000CurrentYearMinus1Amt
Current Year$250,000CurrentYearAmt
Total$1,000,000TotalAmt
FieldValueIRS element (for citing)
Grassroots Ceiling$1,500,000GrassrootsCeilingAmt

Schedule D IRS990ScheduleD

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$1,933,371BeginningYearBalanceAmt
Investment Earnings Or Losses$64,986InvestmentEarningsOrLossesAmt
Other Expenditures$512,115OtherExpendituresAmt
End Year Balance$1,486,242EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$1,909,422BeginningYearBalanceAmt
Investment Earnings Or Losses$23,949InvestmentEarningsOrLossesAmt
End Year Balance$1,933,371EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$1,846,290BeginningYearBalanceAmt
Investment Earnings Or Losses$63,132InvestmentEarningsOrLossesAmt
End Year Balance$1,909,422EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$1,920,715BeginningYearBalanceAmt
Investment Earnings Or Losses-$74,425InvestmentEarningsOrLossesAmt
End Year Balance$1,846,290EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$1,943,750BeginningYearBalanceAmt
Investment Earnings Or Losses-$23,035InvestmentEarningsOrLossesAmt
End Year Balance$1,920,715EndYearBalanceAmt
FieldValueIRS element (for citing)
Endowments Held Unrelated Org0EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org0EndowmentsHeldRelatedOrgInd

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$82,605OtherCostOrOtherBasisAmt
Depreciation$12,381DepreciationAmt
Book Value$70,224BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$8,792,233OtherCostOrOtherBasisAmt
Depreciation$3,078,409DepreciationAmt
Book Value$5,713,824BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$5,784,048TotalBookValueLandBuildingsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (4 entries)

DescDescAmtAmt
ACCRUED VACATION$214,117
LEASE OBLIGATION$73,912
LONG-TERM LEASE LIABILITY$62,755
IBNR RESERVE$110,050
FieldValueIRS element (for citing)
Total Liability$460,834TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$161,057,086TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$8,981NetUnrealizedGainsInvstAmt
Donated Services And Use Fclts$19,669DonatedServicesAndUseFcltsAmt
Revenue Not Reported$28,650RevenueNotReportedAmt
Revenue Subtotal$161,028,436RevenueSubtotalAmt
Other Revenues Not Included-$54,369OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt-$54,369RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$160,974,067TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$69,301,829TotExpnsEtcAuditedFinclStmtAmt
Donated Services Use Fclts$19,669DonatedServicesUseFcltsAmt
Other Expenses Included$54,369OtherExpensesIncludedAmt
Expenses Not Reported$74,038ExpensesNotReportedAmt
Expenses Subtotal$69,227,791ExpensesSubtotalAmt
Expenses Not Rpt Fincl Stmt$0ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$69,227,791TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
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; ACCORDINGLY, THE FINANCIAL STATEMENTS DO NOT REFLECT A PROVISION OR LIABILITY FOR FEDERAL AND STATE INCOME TAXES.
PART XI, LINE 4B - OTHER ADJUSTMENTS:DIRECT EXPENSES FOR FUNDRAISING EVENT -54,369.
PART XII, LINE 2D - OTHER ADJUSTMENTS:DIRECT EXPENSES FOR FUNDRAISING EVENT 54,369.

Schedule G IRS990ScheduleG

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1PROMISE OF HOPEEvent1Nm
Gross Receipts Event1$288,470GrossReceiptsEvent1Amt
Charitable Contri Event1$234,101CharitableContriEvent1Amt
Gross Revenue Event1$54,369GrossRevenueEvent1Amt
Rent Facility Costs Event1$22,849RentFacilityCostsEvent1Amt
Food And Beverage Event1$29,253FoodAndBeverageEvent1Amt
Entertainment Event1$1,795EntertainmentEvent1Amt
Other Direct Expenses Event1$472OtherDirectExpensesEvent1Amt
Gross Receipts Total$288,470GrossReceiptsTotalAmt
Charitable Contributions Tot$234,101CharitableContributionsTotAmt
Gross Revenue Total Events$54,369GrossRevenueTotalEventsAmt
Rent Fclty Costs Total Events$22,849RentFcltyCostsTotalEventsAmt
Food And Beverage Total Events$29,253FoodAndBeverageTotalEventsAmt
Entertainment Total Events$1,795EntertainmentTotalEventsAmt
Oth Direct Expnss Total Events$472OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$54,369DirectExpenseSummaryEventsAmt
Net Income Summary$0NetIncomeSummaryAmt

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (2 entries)

Grant TypeGrantTypeTxtRecipientRecipientCntCash GrantCashGrantAmt
SCHOLARSHIPS12$34,722
CO PAY RELIEF ASSISTANCE35335$51,095,231

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 2:FormAndLineReferenceDesc
ExplanationTHROUGH PATIENT ADVOCATE FOUNDATIONS SCHOLARSHIP FOR SURVIVORS, 12 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.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Compensation CommitteeYes (X)CompensationCommitteeInd
Independent ConsultantYes (X)IndependentConsultantInd
Form990 Of Other OrganizationsYes (X)Form990OfOtherOrganizationsInd
Written Employment ContractYes (X)WrittenEmploymentContractInd
Compensation SurveyYes (X)CompensationSurveyInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org0CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs0CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org0CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs0CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments0AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (5 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
ALAN J BALCH
CHIEF EXECUTIVE OFFICER$163,534$125,000$0$0$0$0$11,550$0$1,525$0$176,609$125,000$0$0
WILLIAM J NASON
CHIEF FINANCIAL OFFICER$176,583$0$5,627$0$0$0$7,284$0$15,379$0$204,873$0$0$0
FRANCES CASTELLOW
PRESIDENT OF OPERATIONS$186,907$0$5,772$0$0$0$7,503$0$1,265$0$201,447$0$0$0
ANDREW WEBER
EVP OF EXTERNAL RELATIONS, DATA INTE$150,652$0$4,944$0$0$0$6,400$0$15,304$0$177,300$0$0$0
ANGELA M WALKER
CHIEF OF TALENT MANAGEMENT$147,155$0$4,497$0$0$0$5,960$0$1,353$0$158,965$0$0$0

Schedule L IRS990ScheduleL

Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (4 entries)

Relationship DescriptionRelationshipDescriptionTxtTransactionTransactionAmtTransactionTransactionDescSharing Of RevenuesSharingOfRevenuesInd
ALAN J BALCH
CHIEF EXECUTIVE OFFICER$916,813ALAN BALCH IS THE CHIEF EXECUTIVE OFFICER OF PATIENT ADVOCATE FOUNDATION. HE IS ALSO THE CHIEF EXECUTIVE OFFICER OF NATIONAL PATIENT ADVOCATE FOUNDATION. NATIONAL PATIENT ADVOCATE FOUNDATION HAS A CONSULTING AGREEMENT IN WHICH PATIENT ADVOCATE FOUNDATION PAYS NATIONAL PATIENT ADVOCATE FOUNDATION FEES TO REPRESENT THE POLICY INTERESTS OF PATIENT ADVOCATE FOUNDATION. THE CONSULTING FEES FOR FY 2015/2016 WERE $700,000. NATIONAL PATIENT ADVOCATE FOUNDATION ALSO REIMBURSES PATIENT ADVOCATE FOUNDATION FOR SERVICES PROVIDED BY ALAN BALCH. SALARY REIMBURSEMENT IS $125,000 PER YEAR. NATIONAL PATIENT ADVOCATE FOUNDATION ALSO REIMBURSED PATIENT ADVOCATE FOR $91,813 OF OTHER EXPENSES IN FY 2015/2016.0
FRANCES CASTELLOW
PRESIDENT, OPERATIONS PAF$206,125FRANCES CASTELLOW IS THE DAUGHTER OF NANCY DAVENPORT-ENNIS, FOUNDER AND CHAIR EMERITA OF PAF.0
BETH MOORE
EXECUTIVE VICE PRESIDENT, PROGRAM STRATEGY OF PAF$143,729BETH MOORE IS THE DAUGHTER OF NANCY DAVENPORT-ENNIS, FOUNDER AND CHAIR EMERITA OF PAF.0
SHAWN NASON
SPECIAL EVENTS DIRECTOR$67,470SHAWN NASON IS THE WIFE OF WILLIAM NASON, CHIEF FINANCIAL OFFICER OF PAF.0

Schedule M IRS990ScheduleM

Works Of Art WorksOfArtGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution5ContributionCnt
Noncash Contributions Rpt F990$1,128NoncashContributionsRptF990Amt
Method Of Determining RevenuesRETAIL VALUEMethodOfDeterminingRevenuesTxt

Clothing And Household Goods ClothingAndHouseholdGoodsGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Noncash Contributions Rpt F990$3,458NoncashContributionsRptF990Amt
Method Of Determining RevenuesRETAIL VALUEMethodOfDeterminingRevenuesTxt

Collectibles CollectiblesGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution8ContributionCnt
Noncash Contributions Rpt F990$90NoncashContributionsRptF990Amt
Method Of Determining RevenuesRETAIL VALUEMethodOfDeterminingRevenuesTxt

Other Non Cash Contri Table OtherNonCashContriTableGrp (8 entries)

Non Cash CheckboxNonCashCheckboxIndDescDescContributionContributionCntNoncash Contributions Rpt F990NoncashContributionsRptF990AmtMethod Of Determining RevenuesMethodOfDeterminingRevenuesTxt
Yes (X)GIFT CARDS & BASKETS/CERTIFICATES/ADMISSION TICKETS62$12,214RETAIL VALUE
Yes (X)JEWELRY & ACCESSORIES16$5,278RETAIL VALUE
Yes (X)APPLIANCES & ELECTRONICS8$1,135RETAIL VALUE
Yes (X)TRAVEL SUPPLIES5$785RETAIL VALUE
Yes (X)HEALTH & BEAUTY PRODUCTS5$618RETAIL VALUE
Yes (X)WINE3$272RETAIL VALUE
Yes (X)PET SUPPLIES2$200RETAIL VALUE
Yes (X)CHILDREN'S TOYS2$136RETAIL VALUE
FieldValueIRS element (for citing)
Any Property That Must Be Held0AnyPropertyThatMustBeHeldInd
Review Process Unusual NC Gifts0ReviewProcessUnusualNCGiftsInd
Third Parties Used0ThirdPartiesUsedInd

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (8 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART III, LINE 4BIN FY 2015/2016, EXPERT WEBCAST EVENTS WERE HOSTED TO PROVIDE ADDITIONAL BREAST CANCER SPECIFIC GUIDANCE FOR PATIENTS LIVING WITH THIS DIAGNOSIS, AS WELL AS THE PROVIDERS THAT WORKED ON THEIR BEHALF. THESE TWO WEBCAST EVENTS CONTINUE TO BE AVAILABLE ON-DEMAND TO MEET THE NEEDS OF THE METASTATIC BREAST CANCER COMMUNITY. THE METASTATIC BREAST CANCER GUIDE IS ALSO AVAILABLE FOR SPANISH-SPEAKING AUDIENCES AND IS SUPPLIED IN PRINT AND ELECTRONIC VERSIONS. IN ADDITION TO THE PAF REGULARLY CONDUCTED SPECIALIZED WEBINARS, PAF LAUNCHED A NEW BRANDED INTERACTIVE WEBINAR SERIES CALLED PATIENT EMPOWERMENT SERIES. PRESENTED LIVE AS WELL AS AVAILABLE ON-DEMAND, THESE MONTHLY SESSIONS COVER TOPICS THAT HELP PATIENTS PREVENT AND RESOLVE CHALLENGES THAT OFTEN PRESENT DURING ONE'S HEALTHCARE JOURNEY. GEARED TOWARD THE PATIENT AND CAREGIVER COMMUNITY, THESE FREE SESSIONS ARE ALSO APPROPRIATE FOR PROFESSIONAL ADVOCATES, CASE WORKERS, COMMUNITY SOCIAL WORKERS, NONPROFIT STAFF AND OTHER PATIENT SERVICE GROUPS. WITHIN THE 12 EDUCATIONAL TOPICS COVERED THIS YEAR WERE IMPORTANT HEALTHCARE ADVICE CENTERED AROUND OPEN ENROLLMENT, ACCESSING SECOND OPINIONS, CLINICAL TRIALS, GENOMIC VS. GENETIC TESTING, WORKPLACE BENEFITS AND PROTECTIONS, DISABILITY BENEFITS, PREVENTIVE BENEFITS, UNDERSTANDING PRESCRIPTION DRUG COVERAGE AND OTHERS IMPORTANT HEALTH AND INSURANCE RELATED ISSUES. EACH SESSION SOUGHT TO ENGAGE THE AUDIENCE THROUGH INTERACTIVE ELEMENTS EMBEDDED WITHIN THE WEBCAST, INCLUDING POLLS, LIVE INDIVIDUAL AND GROUP Q&A, ELECTRONIC HANDOUT MATERIAL, SESSION SURVEYS AND DOWNLOADABLE SLIDES. THE FOUNDATION'S CASE MANAGEMENT STAFF PROVIDED FOLLOW UP EDUCATIONAL MATERIALS TO ALL PATIENTS SERVED BY THE FOUNDATION BY SELECTING APPROPRIATE EDUCATIONAL MATERIALS FROM OVER 400 PUBLICATIONS AVAILABLE IN THE FOUNDATION'S RESOURCE CENTER. THESE PUBLICATIONS INCLUDE THOSE AUTHORED BY THE FOUNDATION AS WELL AS MATERIALS PUBLISHED BY GOVERNMENT AGENCIES, VARIOUS NONPROFIT HEALTHCARE ORGANIZATIONS, ACADEMIC INSTITUTIONS, HEALTHCARE PROVIDERS AND FACILITIES AS WELL AS FOR PROFIT HEALTHCARE COMPANIES. THE FOUNDATION DISTRIBUTED 22,313 PIECES OF EDUCATIONAL MATERIAL IN CUSTOMIZED PATIENT EDUCATION PACKETS TO THOSE PATIENTS SERVED IN FY2015/2016. DURING FY2015/2016, THE FOUNDATION'S CASE MANAGEMENT AND CO-PAY RELIEF TEAMS ALSO CONDUCTED EDUCATIONAL OUTREACH AT THE LOCAL, REGIONAL AND NATIONAL LEVELS WITH THE GOAL OF EDUCATING HEALTHCARE PROFESSIONALS, NONPROFIT ORGANIZATIONS AND THE GENERAL PUBLIC ABOUT THE SERVICES OFFERED BY THE FOUNDATION. THIS OUTREACH WAS, IN SOME CASES, TARGETED TO A SPECIFIC POPULATION THAT IS KNOWN TO BE CONSIDERED DISPARATE IN HEALTHCARE ACCESS AND DISEASE OUTCOMES DATA AND INCLUDED THE AFRICAN AMERICAN POPULATION AND HISPANIC/LATINO POPULATIONS. IN FY2015/2016, THE FOUNDATION DISTRIBUTED OVER 5,100 EDUCATIONAL PUBLICATIONS THROUGH OUTREACH EVENTS. THE SCHOLARSHIP FOR SURVIVORS PROGRAM WAS ESTABLISHED TO HONOR INDIVIDUALS THAT HAVE EXPERIENCED THE IMPACT OF A CHRONIC ILLNESS OR LIFE THREATENING DISEASE ON ONE'S SECONDARY EDUCATION. THESE STUDENTS HAVE, DESPITE THEIR DISEASE/CONDITION, EXCELLED ACADEMICALLY, SERVED THE COMMUNITY, AND DESIRE TO PURSUE A SECONDARY EDUCATION. SINCE THE PROGRAM'S INCEPTION, PAF HAS AWARDED 71 SCHOLARSHIPS TOTALING OVER $470,000; OF THE 71 STUDENTS, 45 HAVE ACHIEVED FULLY DEGREED GRADUATION AND 12 ARE STILL PURSUING THEIR COURSE OF STUDY. IN FY2015/2016, PAF AWARDED 12 SCHOLARSHIPS TO STUDENTS THROUGH THIS PROGRAM.
FORM 990, PART VI, SECTION A, LINE 2JOHN L. MURPHY, BOARD MEMBER AND FINANCE COMMITTEE CHAIR OF PATIENT ADVOCATE FOUNDATION, IS THE BROTHER-IN-LAW OF NANCY DAVENPORT-ENNIS, FOUNDER AND CHAIR EMERITA OF PATIENT ADVOCATE FOUNDATION. FRANCES CASTELLOW, PRESIDENT, OPERATIONS OF PATIENT ADVOCATE FOUNDATION, IS THE DAUGHTER OF NANCY DAVENPORT-ENNIS, FOUNDER AND CHAIR EMERITA OF PATIENT ADVOCATE FOUNDATION. BETH MOORE, EXECUTIVE VICE PRESIDENT, PROGRAM STRATEGY OF PATIENT ADVOCATE FOUNDATION, IS THE DAUGHTER OF NANCY DAVENPORT-ENNIS, FOUNDER AND CHAIR EMERITA OF PATIENT ADVOCATE FOUNDATION.
FORM 990, PART VI, SECTION B, LINE 11THE 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 12CMEMBERS OF THE PAF BOARD OF DIRECTORS ARE REQUIRED TO REVIEW AND SIGN THE CONFLICT OF INTEREST POLICY UPON ESTABLISHING MEMBERSHIP AND ANNUALLY COMPLETE AN UPDATED CONFLICT OF INTEREST DISCLOSURE QUESTIONNAIRE. 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 EXECUTIVE COMMITTEE AND A DETERMINATION ON THE EXISTENCE OF A MATERIAL CONFLICT WILL BE ISSUED. THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS IS CHARGED WITH ENFORCEMENT OF THIS POLICY.
FORM 990, PART VI, SECTION B, LINE 15PATIENT 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 19PATIENT 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 "MEET PAF" 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:LOSS ON 990 - RECORDED AS UNREALIZED LOSS ON FINANCIALS 1,542.
FORM 990, PART XII, LINE 2CNO CHANGES WERE MADE TO THE ORGANIZATION OVERSIGHT PROCESS OR SELECTION PROCESS DURING THE TAX YEAR.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp

Disregarded Entity Name DisregardedEntityName

FieldValueIRS element (for citing)
Business Name Line1NATIONAL PATIENT ADVOCATE FOUNDATION (NPAF)BusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1725 15TH STREETAddressLine1Txt
CityWASHINGTONCityNm
State AbbreviationDCStateAbbreviationCd
ZIP20005ZIPCd
FieldValueIRS element (for citing)
EIN541839226EIN
Primary ActivitiesSEEKS TO REMOVE OBSTACLES TO HEALTHCARE ACCESS FOR PATIENTSPrimaryActivitiesTxt
Legal Domicile StateVALegalDomicileStateCd
Exempt Code Section501(C)(4)ExemptCodeSectionTxt

Direct Controlling Entity Name DirectControllingEntityName

FieldValueIRS element (for citing)
Business Name Line1NPAF IS THE SISTER ORGANIZATION TO PAF MRBALCH IS CEO OF AND PAID BY BOTHBusinessNameLine1Txt
FieldValueIRS element (for citing)
Controlled Organization0ControlledOrganizationInd
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org0GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org0GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org0LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org0RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth OrgYes (1)PerformOfServicesForOthOrgInd
Perform Of Services By Other OrgYes (1)PerformOfServicesByOtherOrgInd
Sharing Of FacilitiesYes (1)SharingOfFacilitiesInd
Paid Employees SharingYes (1)PaidEmployeesSharingInd
Reimbursement Paid To Other OrgYes (1)ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgYes (1)ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (3 entries)

Transaction TypeTransactionTypeTxtInvolvedInvolvedAmt
NATIONAL PATIENT ADVOCATE FOUNDATION
M$700,000
NATIONAL PATIENT ADVOCATE FOUNDATION
O$125,000
NATIONAL PATIENT ADVOCATE FOUNDATION
Q$91,813

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.