2016-08-05T13:48:09-05:00 2015-12-31 BKD LLP 14241 DALLAS PARKWAY SUITE 1100 DALLAS TX 75254 990 2015-01-01 611462062 Chronic Disease Fund Inc % DAWN DRENTHE CHRO 9726087200 6900 North Dallas Parkway Suite 200 Plano TX 75024 CLORINDA D WALLEY EXECUTIVE DIRECTOR 9727028262 2016-08-15 true Jeanette Verrelli P00742631 9727028262 2015 2017-02-10 21:41:12Z GOOD DAYS FROM CDF CLORINDA D WALLEY 6900 N DALLAS PKWY STE 200 PLANO TX 75024 182421402 false X WWW.MYGOODDAYS.ORG X 2003 NJ THE ORGANIZATION'S GOAL IS TO IMPROVE PATIENT HEALTH AND QUALITY OF LIFE BY PROVIDING CO-PAY, PREMIUM AND/OR TRAVEL ASSISTANCE TO QUALIFYING PATIENTS... (CONTINUED IN SCH O) 4 4 55 7 42479 -176 78320491 57602932 164032 135000 159062 1169551 5470637 491501 84114222 59398984 170628203 125316304 0 0 2923215 2792381 387887 339396 1109099 18508006 16533126 192447311 144981207 -108333089 -85582223 232621843 144531919 14593366 12893322 218028477 131638597 X THROUGH ITS OPERATIONS OF A CO-PAY ASSISTANCE PROGRAM, THE CHRONIC DISEASE FUND PROVIDES FINANCIAL ASSISTANCE TO INDIVIDUALS WITH LOW OR MODERATE INCOME WHO ARE SUFFERING FROM CHRONIC DISEASES, CANCER, OR OTHER LIFE-ALTERING CONDITIONS SO THAT SUCH INDIVIDUALS CAN AFFORD AND OBTAIN THE FDA-APPROVED DRUGS NECESSARY FOR THE TREATMENT OF THEIR CONDITION. false false 140612533 125316304 135000 PROVIDING ASSISTANCE TO UNDER-INSURED PATIENTS WITH CHRONIC DISEASES, CANCER, OR OTHER LIFE-ALTERING CONDITIONS TO HELP THEM OBTAIN THE FDA-APPROVED MEDICATIONS THEY NEED. WE ASSIST PATIENTS THROUGHOUT THE UNITED STATES WHO MEET INCOME QUALIFICATION GUIDELINES AND HAVE PRIVATE INSURANCE OR A MEDICARE PART D PLAN, BUT CANNOT AFFORD THE CO-PAYMENTS FOR THEIR FDA-APPROVED DRUGS. WHENEVER ADMINISTRATIVELY FEASIBLE (AND IN MOST CASES), WE PAY THE PATIENTS OUT-OF-POCKET COSTS FOR THEIR FDA-APPROVED DRUGS DIRECTLY TO THE APPLICABLE PHARMACIES OR PHYSICIANS. THE ORGANIZATION PROVIDED FINANCIAL ASSISTANCE TO 86,822 PATIENTS AND SERVICES 104,979 INDIVIDUALS. 140612533 true true false true false false false false false false true false false false true true true false false false false false false true false false false false true true false false false false false false false false false false false false false false false false false true 28 0 true 55 true true true false false false false false false false false false X 4 4 false false false false false false false true true false false true true true true false true true false false AL AK AR CA CT DC FL GA HI IL KS KY MD MA MI MN MS NJ NM NY NC OR PA RI SC TN UT VA WV WI X DAWN DRENTHE 9726087200 6900 NORTH DALLAS PARKWAY STE 200 PLANO TX 75024 HON GLEN M ASHWORTH CHAIRMAN 2.0 0.0 X X 10500 0 0 TRICIA FREELS PHR SEC/TREAS/SR DIRECTOR OF HR 2.0 0.0 X X 48999 0 0 SETH KAMBER DIRECTOR 2.0 0.0 X 8250 0 0 DAVID LEVINE MD FACEP DIRECTOR 2.0 0.0 X 8250 0 0 GARY BARTON TREASURER 2.0 0.0 X X 6000 0 0 CLORINDA WALLEY EXECUTIVE DIRECTOR 40.0 0.0 X 253004 0 18243 CHARLES MOORMAN IT DIRECTOR 40.0 0.0 X 154351 0 14392 ROBERT SMITH SOFTWARE ENGINEER 40.0 0.0 X 114978 0 1473 MARGARET FOLEY MARKETING DIRECTOR 40.0 0.0 X 128453 0 25350 SEAN GREENBERG Sr. Software Engineer 40.0 0.0 X 114277 0 25331 Roger Hagedorn Sr. Network Architect 40.0 0.0 X 122677 0 11182 969739 0 95971 6 false true false Pursuant Group 5151 Belt Line Road DALLAS TX 75254 marketing 339396 Dimaco Printing 1100 Valwood Pkwy Ste 104 CARROLLTON TX 75006 Marketing/printing 270993 Venable LLP PO Box 62727 BALTIMORE MD 21264 legal Services 1103226 AMS Pictures 16988 North Dallas Parkway DALLAS TX 75248 video services 175788 Premiere Speakers Bureau 109 International Drive Ste 300 FRANKLIN TN 67067 Symposium Speaker 175698 8 57602932 57602932 SYMPOSIUM 900099 135000 135000 135000 1334298 1334298 0 480645 42479 438166 0 0 0 122857671 122915726 106692 -58055 -106692 -164747 -164747 0 0 0 MISCELLANEOUS REVENUE 900099 10856 10856 10856 59398984 135000 42479 1618573 5670 5670 125310634 125310634 0 0 353246 236655 76837 39754 0 1877400 1257755 408366 211279 0 398060 266678 86585 44797 163675 108798 40904 13973 0 1322828 224881 1018577 79370 156154 31231 117115 7808 32224 32224 339396 339396 167979 167979 150650 17814 91074 41762 223573 223573 752518 411824 340694 177516 79882 79882 17752 0 309737 139382 139382 30973 53723 8058 21489 24176 0 470625 169425 268256 32944 188252 188252 0 12448617 12155594 293023 15419 13877 1542 . 0 . 0 . 0 . 0 63311 63311 144981207 140612533 3259575 1109099 X 470625 169425 268256 32944 0 468241 165064581 23175294 3000000 8250000 500000 6905 0 0 0 0 0 0 0 0 66144 122635 62023133 49308381 25201967 12714752 33664151 97294092 0 0 0 0 0 0 5125000 2500000 232621843 144531919 2514791 2740090 0 0 0 150000 0 0 0 0 11956162 0 0 9894415 0 0 122413 108817 14593366 12893322 X 26244302 13333636 191784175 118304961 0 0 218028477 131638597 232621843 144531919 -85582223 -807657 X false true X true false X 215071925 200401801 249868305 78320491 57602932 801265454 0 0 215071925 200401801 249868305 78320491 57602932 801265454 606206487 195058967 304318 928822 363801 5359062 1814943 8770946 0 119800 158350 17657 168 10856 306831 810343231 569501 0.24071 0.22110 X Schedule A, Part II, Line 17A Facts - and - Circumstances - Test: This statement is attached in accordance with the instructions for Schedule A (Form 990) regarding an organization that believes it is publicly supported according to applicable regulations. Treasury Regulation Section 1.170A-9(E)(3) provides that an organization will be treated as "publicly supported" under the facts and circumstances test even if it fails to meet the 33 1/3 percent mechanical test. Under the facts and circumstances test, an organization will be treated as publicly supported if it normally receives a substantial part of its support from governmental units, from direct or indirect contributions from the general public, or from a combination of these sources, and meets certain other requirements. The pertinent factors set forth in the regulations are discussed below: 1) Ten Percent-of-Support Limitation: The public support received by the organization equals at least 10% of the total support received by the organization. 2) Attraction of Public Support: The organization is organized and operated to appeal to a variety of public supporters, both new and existing on an on-going basis. The organization maintains a continuous and bona fide program for solicitation of funds from the general public. 3) Percent of Financial Support: Under the Regulations, the higher the percentage of support above the 10% requirement from public sources, the lesser will be the burden of establishing the publicly supported nature of the organization through other factors. The public support percentage for 2015 is in excess of 20%. 4) Sources of Support: The organization's purpose is to provide co-pay assistance for the underinsured, which appeals to a broad cross-section of the population, and the organization receives support from a vast number of unrelated donors. 5) Representative Governing Body: The organization's governing body represents the broad interests of the public, rather than the personal or private interests of a limited number of donors. 6) Availability of Public Facilities or Services; Public Participation in Programs or Policies: The organization provides services directly for the benefit of the general public on a continuing basis and maintains a definitive program for accomplishing that work nationwide. 7) Additional Factors Pertinent to Membership Organizations: This factor is not applicable to the organzation because it is not a membership organization. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 32224 32224 144948983 144981207 1000000 250000 1000000 1000000 1000000 1000000 4000000 6000000 144462 98663 120409 32224 395758 250000 250000 250000 250000 1000000 1500000 0 0 216056 48918 167138 800612 637087 163525 61006465 48622376 12384089 12714752 0 DEFERRED RENT 108817 108817 X 58530040 -807657 -807657 59337697 167979 -106692 61287 59398984 144919920 106692 106692 144813228 167979 167979 144981207 Schedule D, Part XI, Line 4B Reconciliation of Revenue per Tax Return with Audited Financials: Loss on Disposal of Fixed Assets $(106,692) Schedule D, Part XII, Line 2D Reconciliation of Expense per Tax Return with Audited Financials: Loss on Disposal of Fixed Assets $106,692 Schedule D, Part X, Line 2 Liability for Uncertain Tax Positions: The Organization is exempt from federal income taxes under Section 501 of the Internal Revenue Code (the "Code") and a similar provision of state law. However, the Organization is subject to federal income tax on any unrelated business taxable income. The Organization files tax returns in the U.S. federal jurisdiction. The Internal Revenue Service is currently auditing the Organizations 2011 tax year. GAAP requires the evaluation of tax positions taken or expected to be taken in the course of preparing the Organizations tax returns to determine whether the tax positions are more likely than not of being sustained by the applicable tax authority. Tax positions not deemed to meet the more likely than not threshold would be recorded as a tax benefit or expense in the current year. Reconciliation is not provided herein, as the beginning and ending amounts of unrecognized benefits are zero, with no interim additions, reductions or settlements. The Organization is relying on its tax-exempt status and its adherence to all applicable laws and regulations to preserve that status. However, the conclusions regarding the uncertainty in income taxes will be subject to review and may be adjusted at a later date based on factors including, but not limited to, ongoing analysis of tax laws, regulations and interpretations thereof. X X X X X true Pursuant Group 5151 Belt Line Road Dallas TX 75254 various solicit. false 0 339396 -339396 0 339396 -339396 AL AK AR CA CO CT DC FL GA IL KS KY ME MD MA MI MN MS NV NH NJ NM NY NC ND OH OK OR PA RI SC TN UT VA WA WV WI true Co-Payments of FDA-Approved Drugs 56106 124530447 0 Travel Assistance 1260 465481 0 Premium Assistance 63 313340 0 Diagnostic Assistance 8 1366 SCHEDULE I, PART I, LINE 2 Procedures for Monitoring the Use of Funds: The process by which Chronic Disease Fund (Good Days) approves and provides individuals with financial assistance ensures that all funds are being used only for the purpose of obtaining FDA-approved drugs necessary for the treatment of a chronic or fatal disease. The process by which Good Days approves financial assistance is as follows: (1) an individual is diagnosed with a chronic or life-threatening disease by a doctor of their own choosing; (2) the individual receives a prescription from their doctor for an FDA-approved drug for treatment of the disease; (3) the individual contacts Good Days seeking financial assistance for the purpose of paying the co-pay for the medication prescribed by their doctor; and (4) Good Days verifies that the diagnosed condition is covered by the organization's co-pay assistance program, and that the medication prescribed for the treatment of the condition is an FDA-approved drug for treatment of the individual's diagnosed condition. For the other assistance programs: Travel, Premium and Diagnostic, the criteria for approval are the same as for copayment except medication is not considered. In most cases, after determining that an individual qualifies for assistance, the organization ensures that all assistance is only used to pay for the prescribed treatment or applicable service by making all payments directly to the pharmacy, provider or physician that dispenses the medications or provides the service to qualifying individuals. In situations where Good Days is unable to pay the pharmacy or provider directly, the organization ensures that all assistance is only used to pay for the prescribed treatment or applicable service by reimbursing qualifying individuals upon documentation of the purchase and cost of the prescribed medication or applicable service. For travel assistance, Good Days utilizes submitted receipts from the patient, and maps to calculate and reimburse the patient for travel costs. If an overnight stay is required, Good Days pays for lodging by utilizing an online hotel booking site. These processes are reflected in a policy, adopted by Good Days' board of directors, that describes how the organization operates its patient assistance programs. Additionally, Good Days must enroll applicants for funding on a first-come, first-served basis (to the extent that funding is available) if several criteria are met, including the following: (1) the applicant qualifies for financial need in accordance with established criteria; (2) the applicant is diagnosed with a disease or condition supported by the organization; and (3) (for medication assistance only) an FDA-approved prescription drug that treats such disease or condition already has been prescribed for the applicant by a provider of his or her choice. The policy also requires Good Days to pay an individual's financial assistance directly to the applicable pharmacy or provider whenever administratively feasible. However, when direct payment to such provider is not administratively feasible, the policy permits Good Days to reimburse the individual upon submission of acceptable documentation that he or she has paid the provider directly. X X X X X false false false false false false false false false CLORINDA WALLEY EXECUTIVE DIRECTOR 238004 0 15000 0 0 0 0 0 18243 0 271247 0 0 0 CHARLES MOORMAN IT DIRECTOR 144351 0 10000 0 0 0 0 0 14392 0 168743 0 0 0 MARGARET FOLEY MARKETING DIRECTOR 120953 0 7500 0 0 0 0 0 25350 0 153803 0 0 0 Schedule J, Part II Process to approve the amount of compensation of executive director: The process by which the chronic disease fund approves the amount of compensation provided to its executive director, Clorinda Walley, follows the guidance provided in Treasury Regulation Section 53.4958-6, related to the rebuttable presumption of reasonableness. As such, the process by which the Chronic Disease Fund Board of Directors determines and approves the appropriate amount of compensation to provide its executive director includes: (1) Approval by independent members of the chronic disease fund board of directors prior to payment. (2) The consideration of appropriate comparability data in determining the total amount of compensation to be provided to the executive director. (3) The documentation of its decision to and the basis for its decision regarding the amount of compensation provided to the Chronic Disease Fund executive director. FORM 990, PART I, LINE 1 ORGANIZATION'S MISSION: (CONTINUED FROM PART I)... WHO ARE DIAGNOSED WITH CHRONIC OR LIFE ALTERING DISEASE. FORM 990, PART VI, SECTION B, LINE 11B PROCESS TO REVIEW FORM 990: THE CHRONIC DISEASE FUND FORM 990 IS PREPARED BY THE ORGANIZATION'S OUTSIDE ACCOUNTANT BASED ON DATA PROVIDED BY THE ORGANIZATION. THE PREPARED FORM 990 IS THEN REVIEWED BY THE ORGANIZATION'S LEADERSHIP AND THE ORGANIZATION'S LEGAL COUNSEL, VENABLE LLP. THEN A COPY OF THE PREPARED FORM 990 IS PROVIDED TO EACH MEMBER OF THE CHRONIC DISEASE FUND BOARD OF DIRECTORS PRIOR TO BEING FILED. FORM 990, PART VI, SECTION B, LINE 12C PROCESS TO MONITOR COMPLIANCE WITH CONFLICT OF INTEREST POLICY: THE CHRONIC DISEASE FUND HAS A CONFLICT OF INTEREST POLICY ("POLICY") COVERING MEMBERS OF THE CHRONIC DISEASE FUND BOARD OF DIRECTORS, OFFICERS, AND KEY EMPLOYEES ("COVERED INDIVIDUALS"). PURSUANT TO THE POLICY, EACH COVERED INDIVIDUAL SHALL FILE WITH THE BOARD OF DIRECTORS A STATEMENT OF DISCLOSURE ON A FORM PROVIDED BY THE ORGANIZATION PRIOR TO THE COVERED INDIVIDUAL'S INITIAL ELECTION, APPOINTMENT, OR HIRING. ADDITIONALLY, EACH COVERED INDIVIDUAL IS REQUIRED TO FILE AN ANNUAL STATEMENT OF DISCLOSURE. THE INITIAL AND ANNUAL STATEMENT OF DISCLOSURE REQUIRES COVERED INDIVIDUALS TO DISCLOSE ALL MATERIAL FACTS RELATING TO: (1) ALL ENTITIES IN WHICH THE COVERED INDIVIDUAL IS AN OFFICER, DIRECTOR, TRUSTEE, MEMBER, OR OWNER; (2) ANY CHRONIC DISEASE FUND TRANSACTIONS IN WHICH THE COVERED INDIVIDUAL MAY HAVE A CONFLICTING INTEREST; AND (3) ANY OTHER FACTS OR CIRCUMSTANCES THAT MIGHT CONSTITUTE A CONFLICT OF INTEREST, INCLUDING BUT NOT LIMITED TO: (A) ANY OUTSIDE EMPLOYMENT OR CONSULTING ACTIVITIES WHICH MAY RESULT IN A CONFLICT OF INTEREST; AND (B) ANY AFFILIATION WITH OTHER ENTITIES WHICH MAY CONSTITUTE A CONFLICT OF INTEREST. UPON DISCLOSURE OF AN ACTUAL OR POTENTIAL CONFLICT OF INTEREST, INDEPENDENT MEMBERS OF THE BOARD OF DIRECTORS WILL MAKE A DETERMINATION AS TO WHETHER A CONFLICT OF INTEREST EXISTS. IN SITUATIONS WHERE THE BOARD OF DIRECTORS DETERMINES THAT A CONFLICT OF INTEREST EXISTS WITH RESPECT TO A TRANSACTION, THE BOARD WILL DOCUMENT ITS DETERMINATION REGARDING THE EXISTENCE OF A CONFLICT OF INTEREST IN ITS MEETING MINUTES AND THE CONFLICTED INDIVIDUAL WILL BE REQUIRED TO RECUSE THEMSELVES FROM ALL DISCUSSIONS AND DECISIONS RELATED TO THE TRANSACTION. SUCH RECUSAL PROHIBITS THE PRESENCE AND PARTICIPATION OF THE CONFLICTED INDIVIDUAL IN ANY BOARD OR COMMITTEE DELIBERATIONS ON THE MATTER GIVING RISE TO THE CONFLICT OF INTEREST, AND PROHIBITS THE CONFLICTED INDIVIDUAL FROM MAKING ANY OTHER ATTEMPT TO INFLUENCE THE DELIBERATION OR VOTE ON THE MATTER GIVING RISE TO THE CONFLICT OF INTEREST. FORM 990, PART VI, SECTION B, LINE 15A COMPENSATION REVIEW: THE PROCESS BY WHICH THE CHRONIC DISEASE FUND APPROVES THE AMOUNT OF COMPENSATION PROVIDED TO ITS EXECUTIVE DIRECTOR, CLORINDA WALLEY, FOLLOWS THE GUIDANCE PROVIDED IN TREASURY REGULATIONS SECTION 53.4958-6 RELATED TO THE REBUTTABLE PRESUMPTION OF REASONABLENESS. AS SUCH, THE PROCESS BY WHICH THE CHRONIC DISEASE FUND BOARD OF DIRECTORS DETERMINES AND APPROVES THE APPROPRIATE AMOUNT OF COMPENSATION TO PROVIDE TO ITS EXECUTIVE DIRECTOR INCLUDES: (1) APPROVAL BY INDEPENDENT MEMBERS OF THE CHRONIC DISEASE FUND BOARD OF DIRECTORS PRIOR TO PAYMENT; (2) THE CONSIDERATION OF APPROPRIATE COMPARABILITY DATA IN DETERMINING THE TOTAL AMOUNT OF COMPENSATION TO BE PROVIDED TO THE EXECUTIVE DIRECTOR; AND (3) THE DOCUMENTATION OF ITS DECISION AND THE BASIS FOR ITS DECISION REGARDING THE AMOUNT OF COMPENSATION PROVIDED TO THE CHRONIC DISEASE FUND EXECUTIVE DIRECTOR. THE REVIEW IS COMPLETED ANNUALLY, AND THE DOCUMENTATION IS RECORDED IN THE BOARD MINUTES. FORM 990, PART VI, SECTION C, LINE 19 AVAILABILITY OF GOVERNING DOCUMENTS: THE CHRONIC DISEASE FUND COMPLIES WITH THE PUBLIC INSPECTION REQUIREMENTS OF INTERNAL REVENUE CODE SECTION 6104 BY MAKING ITS FORM 1023, APPLICATION FOR RECOGNITION OF EXEMPTION UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE, DETERMINATION LETTER FROM THE IRS, AND ITS FORMS 990 FOR ITS THREE MOST RECENT COMPLETED TAX PERIODS AVAILABLE TO THE PUBLIC. HOWEVER, AS SECTION 6104 DOES NOT REQUIRE AN ORGANIZATION EXEMPT UNDER SECTION 501(C)(3) TO DISCLOSE ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICIES, OR FINANCIAL STATEMENTS, THE CHRONIC DISEASE FUND HAS CHOSEN NOT TO MAKE SUCH INFORMATION AVAILABLE FOR PUBLIC INSPECTION.