2017-05-15T15:52:16-05:00 2016-06-30 BDO USA LLP 201 S Orange Ave Suite 800 Orlando FL 32801 990 2015-07-01 270270731 The Assistance Fund Inc % TEMPRA CAMPANELLA ASSI 8772454412 4700 Millenia Blvd Suite 310 Orlando FL 32839 MARK MCGREEVY PRESIDENT 8772454412 2017-05-15 true Anne McHugh CPA P01066774 4078416930 2017-05-15 2015 2021-01-29 14:40:06Z MARK MCGREEVY 4700 Millenia Blvd Suite 310 Orlando FL 32839 97213021 false X www.theassistancefund.org X 2009 DE THE CREATION OF THE ASSISTANCE FUND IN 2009 WAS INSPIRED BY AN ALL-TOO-COMMON STORY OF A PATIENT AT RISK OF NOT BEING ABLE TO AFFORD THE MEDICINE SHE DESPERATELY NEEDED. OUR 7 7 24 24 0 79339210 92048788 0 0 87984 639388 -144688 -69323 79282506 92618853 56026878 79415706 0 0 1301016 1372531 0 0 819161 3701861 2408792 61029755 83197029 18252751 9421824 70633947 82171524 1397248 4208163 69236699 77963361 X REMOVING FINANCIAL BARRIERS TO MEDICATION ACCESS IS THE WORK OF THE ASSISTANCE FUND. WE ARE GUIDED BY THE HOPE THAT ONE DAY, NO PERSON WILL GO WIHOUT MEDICATION DUE TO AN INABILITY TO PAY. false false 80110338 79415706 The Assistance Fund secured and disbursed funding for medical-related expenses for adults and children diagnosed with specific chronic diseases or life threatening illnesses. Resources were distributed from multiple disease-specific funds to support copays for their prescribed medications and life saving therapies. Through our in-house call center, with a leading technology platform and best-in-class patient advocates, we are able to quickly and efficiently respond to patient requests for assistance. Currently we manage more than thirty funds, 80110338 true true false false false false false false false false true false false false true true true false false false false false false false true false false false true true false false false false false false false true true false false false false false false false false true 11 0 true 24 true false false false false false true true false false false false X 7 7 true 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 TEMPRA CAMPANELLA 8772454412 4700 MILLENIA BLVD SUITE 310 orlando FL 32839 Vincent E Screiber Board of Directors Chair 1.0 0.0 X X 0 0 0 Jeff Milford Board of Directors Treasurer 1.0 0.0 X X 0 0 0 Johnny Gravitz Board of Directors Secretary 1.0 0.0 X X 0 0 0 Lawrence Hatch Board of Directors Vice Chair 1.0 0.0 X X 0 0 0 JUSTIN ARONSON BOARD OF DIRECTORS MEMBER 1.0 0.0 X 0 0 0 ADA DE LA OSA BOARD OF DIRECTORS MEMBER 1.0 0.0 X 0 0 0 JOHN FRALEY BOARD OF DIRECTORS MEMBER 1.0 0.0 X 0 0 0 Mark P McGreevy PRESIDENT 40.0 0.0 X 195211 0 18042 Tempra Campanella Comptroller 40.0 0.0 X 64692 0 9683 Gerald Lauria Director of Bus. Development 40.0 0.0 X 176882 0 31269 Maureen Boyd Vice President of Operations 40.0 0.0 X 116830 0 20917 553615 0 79911 3 false true false Assist RX 4700 Millenia Blvd Suite 410 Orlando FL 32839 IT svcs 1237870 Nixon Peabody 1300 Clinton Square rochester NY 14604 Legal svcs 164958 2 38993 92009795 35745 92048788 0 846651 846651 0 0 0 0 0 4172323 0 4283158 96428 -110835 -96428 -207263 -207263 145259 38993 214582 -69323 -69323 0 0 0 92618853 570065 0 79415706 79415706 0 0 602779 128254 258018 216507 0 580689 331441 52590 196658 33913 13329 9042 11542 78679 43860 8763 26056 76471 35207 15260 26004 1237870 1237870 184191 184191 104727 104727 0 0 62999 62999 39886 18794 20527 565 149290 149290 165532 43146 83547 38839 0 0 102891 102891 187682 24610 64719 98353 0 40042 228 6947 32867 0 0 102822 48489 38170 16163 12521 12521 PAYROLL PROCESSING FEES 18339 7274 4748 6317 83197029 80110338 2267530 819161 43565271 58018223 0 0 8707996 5221994 0 0 0 0 0 0 0 0 0 0 32203 48207 1017461 127866 302806 889595 18025671 17993505 0 0 0 0 0 0 0 0 70633947 82171524 274459 341399 0 0 21307 45000 0 0 0 0 0 0 0 0 0 0 1101482 3821764 1397248 4208163 X 9541188 11616613 59695511 66346748 0 0 69236699 77963361 70633947 82171524 9421824 -695162 X false true X true false X 41208735 70764572 63651633 79339210 92048788 347012938 0 0 41208735 70764572 63651633 79339210 92048788 347012938 259984458 87028480 82349 119345 95048 171417 846651 1314810 0 0 348327748 17405787 0.24985 0.22570 X PART II, SECTION C, LINE 17A, FACTS AND CIRCUMSTANCES TEST: THE ASSISTANCE FUND CONTINUES TO QUALIFY AS A PUBLIC CHARITY UNDER THE FACTS AND CIRCUMSTANCES TEST BY AFFIRMING THE FOLLOWING: SUPPORT FROM THE GENERAL PUBLIC IS WELL ABOVE THE 10% THRESHOLD AND IS CURRENTLY AT 24.98%. THE ORGANIZATION WORKS DILIGENTLY TO EXPAND THE GENERAL PUBLIC DONOR BASE BY WORKING TO ATTRACT NEW MAJOR DONORS AND EXPAND INDIVIDUAL GIVING THROUGH EMAIL AND MAIL CAMPAIGNS, CONDUCTING SPECIAL EVENTS, SOCIAL MEDIA CAMPAIGNS, AND PROMOTING PLANNED GIVING OPPORTUNITIES. TAF IS LED BY AN INDEPENDENT GOVERNING BOARD COMPRISED OF INDIVIDUALS WITH VARYING BACKGROUNDS WHO ADVOCATE FOR THE ORGANIZATION. TAF CONTINUALLY PROVIDES SUPPORT TO THE GENERAL PUBLIC DIAGNOSED WITH A CHRONIC OR CRITICAL DISEASES WHO NEED HELP PAYING FOR THEIR PRESCRIPTION MEDICATION COPAYS, DEDUCTIBLES, HEALTH INSURANCE PREMIUMS AND ANCILLARY MEDICAL EXPENSES. BASED ON THE AFOREMENTIONED, THE ORGANIZATION IS MEETING THE FACTS-AND-CIRCUMSTANCES TEST. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 300474 23475 276999 716987 104391 612596 889595 0 CLAIMS PAYABLE 3584421 DEFERRED RENT LIABILITY 237343 3821764 X 92317401 -695162 82700 311010 -301452 92618853 92618853 83590739 82700 311010 393710 83197029 83197029 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 XI, LINE 2D: LOSS ON DISPOSAL OF ASSETS 96,428 DIRECT FUNDRAISING EVENT EXPENSE 214,582 TOTAL 311,010 PART XII, LINE 2D: LOSS ON DISPOSAL OF ASSETS 96,428 DIRECT FUNDRAISING EVENT EXPENSE 214,582 TOTAL 311,010 CARNAVALIA 184252 38993 145259 18018 28165 37055 64600 66744 0 184252 38993 145259 18018 28165 37055 64600 66744 214582 -69323 true COPAY & PREMIUM INS PYMTS TO UNDERINSURED PATIENTS 12657 79415706 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 false false false true false false false false false Mark P McGreevy PRESIDENT 195211 0 0 0 0 0 18000 0 42 0 213253 0 0 0 Gerald Lauria Director of Bus. Development 136882 0 40000 0 0 0 17825 0 13444 0 208151 0 0 0 PART I, LINE 5: THE BONUS FOR THE DIRECTOR OF BUSINESS DEVELOPMENT IS CONTINGENT ON CERTAIN CRITERIA RELATING TO FUND AND DONOR RETENTION/GROWTH. ASSIST RX INC SEE PART V 1237870 IT SERVICES false SCH L, PART IV, LINE 1, COLUMN B: S-CORPORATION OWNED EQUALLY BY JEFFREY SPAFFORD AND EDWARD HENSLEY X FR EVENT FOOD 1 35745 FMV false false false FORM 990, PART I, LINE 1, DESCRIPTION OF ORGANIZATION MISSION: VISION IS TO SEE THE DAY WHEN NO PERSON GOES WITHOUT MEDICATION DUE TO AN INABILITY TO PAY. UNTIL THEN, WE EXIST SO THAT PATIENTS (LIKE YOU) DON'T HAVE TO MISS TAKING YOUR MEDICATION BECAUSE OF COSTS. FORM 990, PART III, LINE 4A: each of which covers the FDA-approved medications that treat a specific disease. Since our founding in 2009, The Assistance Fund has handled more than 100,000 calls providing reference and eligibility processing, as well as sharing educational information that may benefit callers in managing their chronic condition. FORM 990, PART VI, SECTION A, LINE 2: ADA DE LA OSA IS THE SISTER-IN-LAW OF VINCENT SCREIBER. 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. 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.