PATIENT ADVOCATE FOUNDATION INC: Form 990, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- PATIENT ADVOCATE FOUNDATION INC (EIN 54-1806317)
- Tax period
- 2014-07-01 to 2015-06-30
- Filed
- 2016-02-15
- IRS object ID
- 201640479349300304
- Schema version
- 2014v6.0
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule G
- Schedule I
- Schedule J
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-02-15T00:00:00-06:00 | ReturnTs |
| Tax Period End | 2015-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 560747981 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DIXON HUGHES GOODMAN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 701 TOWN CENTER DRIVE SUITE 700 | AddressLine1Txt |
| City | NEWPORT NEWS | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 236064295 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2014-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 541806317 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PATIENT ADVOCATE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PATI | BusinessNameControlTxt |
| Phone | 8005325274 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 421 BUTLER FARM ROAD | AddressLine1Txt |
| City | HAMPTON | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 23666 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ALAN BALCH | PersonNm |
| Person Title | CHIEF EXECUTIVE OFFICER | PersonTitleTxt |
| Phone | 7578736668 | PhoneNum |
| Signature | 2016-02-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JAMES M HAGGARD | PreparerPersonNm |
| PTIN | P00100566 | PTIN |
| Phone | 7578731033 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-08-17 19:52:53Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | ALAN BALCH | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 421 BUTLER FARM ROAD | AddressLine1Txt |
| City | HAMPTON | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 23666 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $76,343,566 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.PATIENTADVOCATE.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1996 | FormationYr |
| Legal Domicile State | VA | LegalDomicileStateCd |
| Activity Or Mission | PATIENT ADVOCATE FOUNDATION (PAF) IS A NATIONAL 501 (C)(3) NON-PROFIT ORGANIZATION THAT PROVIDES PROFESSIONAL CASE MANAGEMENT AND FINANCIAL AID 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 Body | 21 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 18 | VotingMembersIndependentCnt |
| Total Employee | 227 | TotalEmployeeCnt |
| Total Volunteers | 32 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $55,140,961 | PYContributionsGrantsAmt |
| CY Contributions Grants | $70,512,193 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $4,582,380 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $5,070,725 | CYProgramServiceRevenueAmt |
| PY Investment Income | $255,764 | PYInvestmentIncomeAmt |
| CY Investment Income | $402,974 | CYInvestmentIncomeAmt |
| PY Other Revenue | $39,591 | PYOtherRevenueAmt |
| CY Other Revenue | $35,020 | CYOtherRevenueAmt |
| PY Total Revenue | $60,018,696 | PYTotalRevenueAmt |
| CY Total Revenue | $76,020,912 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $33,369,170 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $28,381,018 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $10,050,649 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $10,360,662 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $1,251,045 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $4,645,953 | PYOtherExpensesAmt |
| CY Other Expenses | $4,969,839 | CYOtherExpensesAmt |
| PY Total Expenses | $48,065,772 | PYTotalExpensesAmt |
| CY Total Expenses | $43,711,519 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $11,952,924 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $32,309,393 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $51,356,753 | TotalAssetsBOYAmt |
| Total Assets EOY | $84,425,651 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $5,222,074 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $5,986,911 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $46,134,679 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $78,438,740 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | PATIENT ADVOCATE FOUNDATION (PAF) IS A NATIONAL 501 (C)(3) NON-PROFIT ORGANIZATION THAT PROVIDES PROFESSIONAL CASE MANAGEMENT AND FINANCIAL AID SERVICES TO AMERICANS WITH CHRONIC, LIFE THREATENING AND DEBILITATING ILLNESSES. PAF CASE MANAGERS SERVE AS ACTIVE LIAISONS BETWEEN THE PATIENT AND THEIR INSURER, EMPLOYER AND/OR CREDITORS TO RESOLVE INSURANCE, JOB RETENTION AND/OR DEBT CRISIS MATTERS AS THEY RELATE TO THEIR DIAGNOSIS. PATIENT ADVOCATE FOUNDATION SEEKS TO SAFEGUARD PATIENTS THROUGH EFFECTIVE MEDIATION ASSURING ACCESS TO CARE, MAINTENANCE OF EMPLOYMENT AND PRESERVATION OF THEIR FINANCIAL STABILITY. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $5,902,234 | ExpenseAmt |
| Grant | $33,000 | GrantAmt |
| Revenue | $20,182 | RevenueAmt |
| Desc | THE 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 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 22,468 INDIVIDUALS IN FY2014/2015. ON AVERAGE, CASE MANAGERS MADE 20.57 CONTACTS ON BEHALF OF EACH PATIENT TO RELEVANT STAKEHOLDERS IN ORDER TO BRING RESOLUTION TO THE PATIENT'S ACCESS ISSUE. IN ADDITION TO NAVIGATING PATIENTS TO REQUIRED CARE, FACILITATING THEIR ENROLLMENT INTO AVAILABLE INSURANCE PLANS, WHEN APPROPRIATE, AND MANAGING COST OF LIVING ISSUES FACED BY OUR CHRONICALLY AND CRITICALLY ILL PATIENTS, OUR CASE MANAGERS WERE SUCCESSFUL IN RESOLVING OVER $40 MILLION DOLLARS IN MEDICAL DEBT FOR PATIENTS SERVED BY PAF IN THE FY2014/2015. THE DEBT RELIEF OBTAINED FOR OUR PATIENTS IS CAPTURED AND REPORTED IN THE FOLLOWING CATEGORIES:" AMOUNT RECOVERED: THE AMOUNT PAF RECOVERED FROM THIRD PARTY PAYERS SUCH AS COMMERCIAL INSURANCE PLANS AND MEDICAID OR MEDICARE PROGRAMS." CHARITABLE CONTRIBUTIONS: THE AMOUNT PAF SECURED ON BEHALF OF PATIENTS THROUGH UTILIZATION OF NATIONAL AND/OR LOCAL CHARITABLE RESOURCES SUCH AS HOSPITAL CHARITY CARE PROGRAMS, NON-PROFIT FINANCIAL AID PROGRAMS AND/OR LOCAL FAITH OR DISEASE BASED PROGRAMS." COST OF LIVING: THE AMOUNT RECOVERED BY PAF CASE MANAGERS TO DIRECTLY OFFSET LIVING EXPENSES SUCH AS: RENT/MORTGAGE ASSISTANCE, EVICTION/FORECLOSURE ASSISTANCE, UTILITY ASSISTANCE, FOOD/NUTRITIONAL ASSISTANCE, OR CAR PAYMENT/REPAIR EXPENSES AMONG OTHERS." PATIENT AMOUNT: THE AMOUNT DIRECTLY RETURNED TO PATIENTS AS A RESULT OF PAF NEGOTIATING REIMBURSEMENT FOR OUT OF POCKET MEDICAL EXPENSES." PROVIDER AMOUNT: THE AMOUNT DIRECTLY RETURNED TO PROVIDERS AS A RESULT OF PAF NEGOTIATING REIMBURSEMENT FOR MEDICAL DEBT THAT HAD PREVIOUSLY BEEN WRITTEN OFF OR LOGGED BY THE FACILITY AS "UNCOLLECTED"." WRITE OFF AMOUNT: THE AMOUNT OF PATIENT DEBT RELIEF OBTAINED BY PAF THROUGH NEGOTIATIONS WITH FACILITIES AND/OR MEDICAL PROVIDERS.IN 2013, PAF LAUNCHED THE FINANCIAL AID FUND DIVISION THROUGH WHICH WE PROVIDE FINANCIAL ASSISTANCE TO QUALIFIED PATIENTS FOR NON-MEDICATION RELATED EXPENSES FACED DURING TREATMENT. THROUGH THE ADMINISTRATION OF THREE DISTINCT FINANCIAL AID FUNDS INCLUDING THE LIVESTRONG/MOVEMBER RADIATION SMALL GRANT PROGRAM FOR PROSTATE CANCER PATIENTS, AND THE HEART VALVE FINANCIAL AID FUND FOR PATIENTS WHO ARE BEING TREATED FOR HEART VALVE CONDITIONS AND THE NEWLY LAUNCHED TRANSPORTATION FINANCIAL AID FUND FOR METASTATIC MELANOMA & METASTATIC LUNG CANCER PATIENTS, PAF SUCCESSFULLY PROVIDED ONE-TIME SMALL GRANTS TO 597 PATIENTS, PROVIDING OVER $562,400 IN FINANCIAL RELIEF IN FY2014/2015. THE SMALL GRANTS RANGE IN VALUE FROM $300-$1000 PER PATIENT AND ARE DESIGNED TO DEFRAY THE COSTS OF TRANSPORTATION COSTS AND OUT-OF-POCKET EXPENSES ASSOCIATED WITH TREATMENTS.ADDITIONALLY, THE FOUNDATION HAS AN ESTABLISHED PUBLICATIONS COMMITTEE THAT IS RESPONSIBLE FOR PROVIDING A WIDE ARRAY OF PATIENT EDUCATION MATERIALS DESIGNED WITH THE MISSION OF PROVIDING ADDITIONAL GUIDANCE FOR PATIENTS CONTACTING OUR FOUNDATION. THESE PUBLICATIONS ARE FREQUENTLY REQUESTED BY OTHER ORGANIZATIONS AND FACILITIES FOR USE WITH THEIR PATIENTS AS WELL. THE FOUNDATION CURRENTLY HAS AUTHORED 34 PATIENT EDUCATIONAL PUBLICATIONS, ALL OF WHICH ARE AVAILABLE FREE OF CHARGE TO PATIENTS. IN FY2014/2015, THE CHARGE OF THE COMMITTEE WAS TO CREATE THE FOUNDER'S LIBRARY FOR STAFF USE IN HONOR OF NANCY DAVENPORT-ENNIS. WITH A STARTING INVENTORY OF 42 PUBLICATIONS AND EDUCATIONAL DVDS, THIS LIBRARY SEEKS TO ENCOURAGE A LIFELONG HABIT OF READING AND THE PURSUIT OF KNOWLEDGE HONORING THE LEGACY OF OUR FOUNDER. LIBRARY MATERIALS ARE FREE FOR STAFF TO CHECK OUT AND UTILIZE.THE COMMITTEE ALSO REVISED AND UPDATED CONTENT, A CLEAR VIEW TO MEDICARE - MAKING THE MOST OF YOUR BENEFITS, NOW AVAILABLE IN PRINT AND ONLINE AND RELEASED TWO NEW PUBLICATIONS. THE COVERAGE ACCESS GUIDE, THAT SEEKS TO SUPPORT A PATIENT THROUGH ALL STAGES OF INSURANCE FROM BEGINNING TO END. 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, THE METASTATIC BREAST CANCER GUIDE, 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. THIS GUIDE IS ALSO AVAILABLE IN PRINT AND ELECTRONIC VERSIONS IN SPANISH.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 TOWARDS THE PATIENT AND CAREGIVER, THESE SESSIONS ARE ALSO APPROPRIATE FOR PROFESSIONAL ADVOCATES, CASE WORKERS, COMMUNITY SOCIAL WORKERS, NONPROFIT STAFF AND OTHER PATIENT SERVICE GROUPS.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 31,261 PIECES OF EDUCATIONAL MATERIAL IN CUSTOMIZED PATIENT EDUCATION PACKETS TO THOSE PATIENTS SERVED IN FY2014/2015.DURING FY2014/2015, 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 FY2014/2015, THE FOUNDATION DISTRIBUTED OVER 8,300 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 59 SCHOLARSHIPS TOTALING OVER $435,000; OF THE 59 STUDENTS, 41 HAVE ACHIEVED FULLY DEGREED GRADUATION AND 12 ARE STILL PURSUING THEIR COURSE OF STUDY. IN FY2014/2015, PAF AWARDED 12 SCHOLARSHIPS TO STUDENTS THROUGH THIS PROGRAM. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $32,204,574 | ExpenseAmt |
| Grant | $28,348,018 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | LAUNCHED 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 FY2014/2015, PAF'S CO-PAY RELIEF PROGRAM ASSISTED PATIENTS WHO WERE BEING TREATED FOR BREAST CANCER, CERVICAL CANCER, CHRONIC PAIN, CUTANEOUS T-CELL LYMPHOMA, ELECTROLYTE IMBALANCE, HEPATITIS C, HEPATITS B, INHERITED OR ACQUIRED LIPODYSTROPHY, METASTATIC COLORECTAL CANCER, METASTATIC GASTRIC CANCER, METASTATIC PROSTATE CANCER, MULTIPLE MYELOMA, MYELODYSPLASTIC SYNDROME, NON-MUSCLE INVASIVE BLADDER CANCER, NON-SMALL CELL LUNG CANCERS (NSCLC), NON-SMALL CELL LUNG CANCERS, BIOMARKER SPECIFIC, OSTEOPOROSIS, OVARIAN CANCER AND RENAL CELL CARCINOMA.CURRENTLY, THE FOUNDATION'S CO-PAY RELIEF PROGRAM 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. AS WELL, CPR 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.IN FY2014/2015, THE FOUNDATION ADMINISTERED CO-PAYMENT ASSISTANCE TO 19,601 QUALIFIED PATIENTS THROUGH THE 19 ASSISTANCE FUNDS AVAILABLE THROUGH THE CO-PAY RELIEF PROGRAM. OF THE QUALIFIED PATIENTS, 16,595 PATIENTS WERE SEEKING ASSISTANCE FOR THE FIRST TIME AND 3,006 PATIENTS HAD RECEIVED ASSISTANCE FROM CPR IN PRIOR YEARS. THE PROGRAM STAFF FIELDED 115,083 TELEPHONE CALLS AND PROCESSED 52,968 CLAIMS 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 145,000 INDIVIDUALS ALLOCATING MORE THAN $227 MILLION DOLLARS IN CO-PAYMENT AWARDS. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $2,857,891 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $5,070,725 | RevenueAmt |
| Desc | IN 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 FY2014/2015 AND WAS PAID ADMINISTRATION FEES ON A MONTHLY BASIS THROUGH THIS SERVICE CONTRACT. THE FOUNDATION ADMINISTERED SERVICES TO 21,502 PATIENTS IN FY2014/2015 THROUGH THIS CONTRACT. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $40,964,699 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | Yes (1) | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | Yes (1) | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | Yes (1) | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 229 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 227 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | Yes (1) | NondeductibleContributionsInd |
| Nondeductible Contri Discl | Yes (1) | NondeductibleContriDisclInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 21 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 18 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | VA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CORPORATE OFFICE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7578736668 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 421 BUTLER FARM ROAD | AddressLine1Txt |
| City | HAMPTON | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 23666 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (28 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| NANCY DAVENPORT-ENNIS SEE SCH O | ||||||||
| FOUNDER AND CHAIR EMERITI | 5.00 | 5.00 | Yes (X) | $113,005 | $223,216 | $0 | ||
| JOHN H ENNIS | ||||||||
| CHEIF DEVELOPMENT OFFICER | 5.00 | Yes (X) | $125,319 | $0 | $5,778 | |||
| DENNIS A GASTINEAU | ||||||||
| IMMEDIATE PAST PRESIDENT | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| F MARC STEWART | ||||||||
| BOARD PRESIDENT | 5.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| ALAN J BALCH | ||||||||
| CHIEF EXECUTIVE OFFICER | 40.00 | Yes (X) | $170,674 | $125,000 | $24,023 | Yes (X) | ||
| PEARL MOORE | ||||||||
| BOARD MEMBER | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| JOHN L MURPHY | ||||||||
| BOARD MEMBER | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| AL BENSON III | ||||||||
| BOARD MEMBER | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| CHRISTIAN G DOWNS | ||||||||
| BOARD MEMBER | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| DEBORAH PARHAM HOPSON | ||||||||
| EXECUTIVE VICE PRESIDENT | 5.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| LOVELL JONES | ||||||||
| BOARD MEMBER | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| ROBERT M RIFKIN | ||||||||
| BOARD MEMBER | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| LORI WILLIAMS | ||||||||
| BOARD MEMBER | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| CHRISTOPHER BOONE | ||||||||
| BOARD MEMBER | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| JOHN HARRINGTON | ||||||||
| BOARD MEMBER | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| DIANE MAUK | ||||||||
| BOARD SECRETARY | 5.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| OTIS MAYNARD | ||||||||
| BOARD MEMBER | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| BRIAN GAROFALO | ||||||||
| BOARD MEMBER | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| ANDY MILLER | ||||||||
| BOARD MEMBER | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| W JACKSON WISDOM | ||||||||
| BOARD MEMBER | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| LOUIS JACQUES | ||||||||
| BOARD MEMBER | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| FRAN CASTELLOW | ||||||||
| PRESIDENT OF OPERATIONS | 40.00 | $162,231 | $0 | $7,212 | Yes (X) | |||
| WILLIAM NASON | ||||||||
| CHIEF FINANCIAL OFFICER | 40.00 | $180,353 | $0 | $19,834 | Yes (X) | |||
| BETH MOORE | ||||||||
| EVP OF PROGRAM STRATEGY | 40.00 | $125,663 | $0 | $11,400 | Yes (X) | |||
| ERIN SINGLETON | ||||||||
| CHIEF OF MISSION DELIVERY | 40.00 | $131,018 | $0 | $13,767 | Yes (X) | |||
| ANGELA M WALKER | ||||||||
| CHIEF OF TALENT MANAGEMENT | 40.00 | $148,374 | $0 | $3,717 | Yes (X) | |||
| KEVIN J COX | ||||||||
| CHIEF INFORMATION OFFICER | 40.00 | $132,643 | $0 | $17,330 | Yes (X) | |||
| ALAN RICHARDSON | ||||||||
| CHIEF DEVELOPMENT OPERATIONS OFFICER | 40.00 | $118,202 | $0 | $13,466 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,407,482 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $348,216 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $116,527 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 10 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (3 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| RULESWARE LLC | |||||
| 10 N MARTINGALE RD SUITE 400 | SCHAUMBURG | IL | 06173 | SOFTWARE CONSULTING | $2,209,125 |
| PEGASYSTEMS INC | |||||
| 1 ROGERS ST | CAMBRIDGE | MA | 02142 | SOFTWARE CONSULTING | $482,027 |
| MARATHON CONSULTING LLC | |||||
| 4876-118 PRINCESS ANNE RD PMB 310 | VIRGINIA BEACH | VA | 23462 | SOFTWARE CONSULTING | $290,135 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 3 | CntrctRcvdGreaterThan100KCnt |
| Membership Dues | $125,000 | MembershipDuesAmt |
| Fundraising | $224,289 | FundraisingAmt |
| Government Grants | $431,824 | GovernmentGrantsAmt |
| All Other Contributions | $69,731,080 | AllOtherContributionsAmt |
| Noncash Contributions | $40,281 | NoncashContributionsAmt |
| Total Contributions | $70,512,193 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SERVICE CONTRACTS | Desc |
| Business | 541900 | BusinessCd |
| Total Revenue Column | $5,070,725 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $5,070,725 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $5,070,725 | TotalProgramServiceRevenueAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $402,970 | TotalRevenueColumnAmt |
| Exclusion | $402,970 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $270,000 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $269,996 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $4 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4 | TotalRevenueColumnAmt |
| Exclusion | $4 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $67,496 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $224,289 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $52,658 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $14,838 | TotalRevenueColumnAmt |
| Exclusion | $14,838 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $20,182 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $20,182 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $20,182 | RelatedOrExemptFuncIncomeAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $76,020,912 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $5,090,907 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $417,812 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $28,381,018 | TotalAmt |
| Program Services | $28,381,018 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,535,436 | TotalAmt |
| Program Services | $614,316 | ProgramServicesAmt |
| Management And General | $444,743 | ManagementAndGeneralAmt |
| Fundraising | $476,377 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,078,305 | TotalAmt |
| Program Services | $6,452,502 | ProgramServicesAmt |
| Management And General | $284,941 | ManagementAndGeneralAmt |
| Fundraising | $340,862 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $178,696 | TotalAmt |
| Program Services | $170,082 | ProgramServicesAmt |
| Management And General | $7,532 | ManagementAndGeneralAmt |
| Fundraising | $1,082 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $893,323 | TotalAmt |
| Program Services | $766,747 | ProgramServicesAmt |
| Management And General | $61,991 | ManagementAndGeneralAmt |
| Fundraising | $64,585 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $674,902 | TotalAmt |
| Program Services | $557,346 | ProgramServicesAmt |
| Management And General | $55,825 | ManagementAndGeneralAmt |
| Fundraising | $61,731 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $124,166 | TotalAmt |
| Program Services | $5,513 | ProgramServicesAmt |
| Management And General | $116,339 | ManagementAndGeneralAmt |
| Fundraising | $2,314 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $133,033 | TotalAmt |
| Program Services | $9,594 | ProgramServicesAmt |
| Management And General | $123,439 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $880,000 | TotalAmt |
| Program Services | $818,928 | ProgramServicesAmt |
| Management And General | $42,328 | ManagementAndGeneralAmt |
| Fundraising | $18,744 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $207,172 | TotalAmt |
| Program Services | $181,252 | ProgramServicesAmt |
| Management And General | $7,769 | ManagementAndGeneralAmt |
| Fundraising | $18,151 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $60,114 | TotalAmt |
| Program Services | $49,173 | ProgramServicesAmt |
| Management And General | $6,775 | ManagementAndGeneralAmt |
| Fundraising | $4,166 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,844,858 | TotalAmt |
| Program Services | $1,675,718 | ProgramServicesAmt |
| Management And General | $131,820 | ManagementAndGeneralAmt |
| Fundraising | $37,320 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $748,414 | TotalAmt |
| Program Services | $685,697 | ProgramServicesAmt |
| Management And General | $35,250 | ManagementAndGeneralAmt |
| Fundraising | $27,467 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $160,248 | TotalAmt |
| Program Services | $106,073 | ProgramServicesAmt |
| Management And General | $22,620 | ManagementAndGeneralAmt |
| Fundraising | $31,555 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $280,240 | TotalAmt |
| Program Services | $70,060 | ProgramServicesAmt |
| Management And General | $75,076 | ManagementAndGeneralAmt |
| Fundraising | $135,104 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $119,952 | TotalAmt |
| Program Services | $112,299 | ProgramServicesAmt |
| Management And General | $5,713 | ManagementAndGeneralAmt |
| Fundraising | $1,940 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $354,675 | TotalAmt |
| Program Services | $296,481 | ProgramServicesAmt |
| Management And General | $29,185 | ManagementAndGeneralAmt |
| Fundraising | $29,009 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $56,967 | TotalAmt |
| Program Services | $11,900 | ProgramServicesAmt |
| Management And General | $44,429 | ManagementAndGeneralAmt |
| Fundraising | $638 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $43,711,519 | TotalAmt |
| Program Services | $40,964,699 | ProgramServicesAmt |
| Management And General | $1,495,775 | ManagementAndGeneralAmt |
| Fundraising | $1,251,045 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,121,397 | BOYAmt |
| EOY | $3,425,252 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $41,733,713 | BOYAmt |
| EOY | $72,022,026 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $183,529 | BOYAmt |
| EOY | $1,603,086 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $426,999 | BOYAmt |
| EOY | $453,172 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $47,958 | BOYAmt |
| EOY | $57,869 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $476,623 | BOYAmt |
| EOY | $355,231 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $6,443,096 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,920,783 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,403,781 | BOYAmt |
| EOY | $4,522,313 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,909,422 | BOYAmt |
| EOY | $1,933,371 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $53,331 | BOYAmt |
| EOY | $53,331 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $51,356,753 | BOYAmt |
| EOY | $84,425,651 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,276,956 | BOYAmt |
| EOY | $907,630 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,304,936 | BOYAmt |
| EOY | $3,246,672 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $1,280,000 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $640,182 | BOYAmt |
| EOY | $552,609 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,222,074 | BOYAmt |
| EOY | $5,986,911 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,582,399 | BOYAmt |
| EOY | $3,680,105 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $41,642,858 | BOYAmt |
| EOY | $72,825,264 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,909,422 | BOYAmt |
| EOY | $1,933,371 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $46,134,679 | BOYAmt |
| EOY | $78,438,740 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $51,356,753 | BOYAmt |
| EOY | $84,425,651 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $32,309,393 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$5,328 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$4 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $22,345,618 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $37,041,936 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $39,039,469 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $35,867,506 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $59,477,193 | CurrentTaxYearAmt |
| Total | $193,771,722 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $22,345,618 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $37,041,936 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $39,039,469 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $35,867,506 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $59,477,193 | CurrentTaxYearAmt |
| Total | $193,771,722 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $118,571,837 | SubstantialContributorsTotAmt |
| Public Support Total170 | $75,199,885 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $271,544 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $288,925 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $196,564 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $258,390 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $402,970 | CurrentTaxYearAmt |
| Total | $1,418,393 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $195,190,115 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $23,529,929 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.38530 | PublicSupportCY170Pct |
| Public Support PY170 | 0.44580 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
Total Direct Lobbying TotalDirectLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $880,000 | FilingOrganizationsTotalAmt |
Total Lobbying Expend TotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $880,000 | FilingOrganizationsTotalAmt |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $42,831,519 | FilingOrganizationsTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $43,711,519 | FilingOrganizationsTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $1,000,000 | FilingOrganizationsTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $250,000 | FilingOrganizationsTotalAmt |
Tot Lbbyng Grassroot Mns Non Tx TotLbbyngGrassrootMnsNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Tot Lbby Expend Mns Lbbyng Non Tx TotLbbyExpendMnsLbbyngNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $1,000,000 | CurrentYearMinus3Amt |
| Current Year Minus2 | $1,000,000 | CurrentYearMinus2Amt |
| Current Year Minus1 | $1,000,000 | CurrentYearMinus1Amt |
| Current Year | $1,000,000 | CurrentYearAmt |
| Total | $4,000,000 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $6,000,000 | LobbyingCeilingAmt |
Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $662,500 | CurrentYearMinus3Amt |
| Current Year Minus2 | $485,000 | CurrentYearMinus2Amt |
| Current Year Minus1 | $790,000 | CurrentYearMinus1Amt |
| Current Year | $880,000 | CurrentYearAmt |
| Total | $2,817,500 | TotalAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $250,000 | CurrentYearMinus3Amt |
| Current Year Minus2 | $250,000 | CurrentYearMinus2Amt |
| Current Year Minus1 | $250,000 | CurrentYearMinus1Amt |
| Current Year | $250,000 | CurrentYearAmt |
| Total | $1,000,000 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $1,500,000 | GrassrootsCeilingAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,909,422 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $23,949 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $1,933,371 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,846,290 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $63,132 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $1,909,422 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,920,715 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$74,425 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $1,846,290 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,943,750 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$23,035 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $1,920,715 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,974,377 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$30,627 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $1,943,750 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $78,896 | OtherCostOrOtherBasisAmt |
| Depreciation | $10,342 | DepreciationAmt |
| Book Value | $68,554 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $5,187,584 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,910,441 | DepreciationAmt |
| Book Value | $3,277,143 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,176,616 | OtherCostOrOtherBasisAmt |
| Book Value | $1,176,616 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $4,522,313 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (5 entries)
| DescDesc | AmtAmt |
|---|---|
| ACCRUED VACATION | $225,230 |
| LEASE OBLIGATION | $68,770 |
| LONG-TERM LEASE LIABILITY | $72,654 |
| IBNR RESERVE | $101,764 |
| DUE TO RELATED PARTY | $84,191 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $552,609 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $76,099,684 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$5,332 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $31,446 | DonatedServicesAndUseFcltsAmt |
| Revenue Not Reported | $26,114 | RevenueNotReportedAmt |
| Revenue Subtotal | $76,073,570 | RevenueSubtotalAmt |
| Other Revenues Not Included | -$52,658 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | -$52,658 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $76,020,912 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $43,795,623 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $31,446 | DonatedServicesUseFcltsAmt |
| Other Expenses Included | $52,658 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $84,104 | ExpensesNotReportedAmt |
| Expenses Subtotal | $43,711,519 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $43,711,519 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | THE ENDOWMENT FUND OF PATIENT ADVOCATE FOUNDATION WAS ESTABLISHED IN 2001 TO FURTHER ITS EXEMPT PURPOSE BY SUPPORTING DIRECT PATIENT SERVICES. THE ENDOWMENT FUND BUILDS LONG-TERM STABILITY FOR THE FUTURE OF THE FOUNDATION BY PROVIDING AN ADDITIONAL SOURCE OF INCOME TO MEET AN INCREASING DEMAND FOR NATIONAL PROGRAMS AND SERVICES. IT PROVIDES FOR INTEREST INCOME TO BE USED BY PAF AND RESTRICTS ACCESS TO PRINCIPAL BASED UPON BOARD APPROVAL. |
| PART X, LINE 2: | THE ORGANIZATION IS EXEMPT FROM INCOME TAXES UNDER THE PROVISIONS OF SECTION 501C3 OF THE INTERNAL REVENUE CODE. THE ORGANIZATION HAS DETERMINED THAT IT DOES NOT HAVE ANY MATERIAL UNRECOGNIZED TAX BENEFITS OR OBLIGATIONS. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | DIRECT EXPENSES FOR FUNDRAISING EVENT -52,658. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | DIRECT EXPENSES FOR FUNDRAISING EVENT 52,658. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | PROMISE OF HOPE | Event1Nm |
| Gross Receipts Event1 | $291,785 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $224,289 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $67,496 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $20,086 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $26,085 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $4,740 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $1,747 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $291,785 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $224,289 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $67,496 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $20,086 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $26,085 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $4,740 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $1,747 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $52,658 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $14,838 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (2 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt |
|---|---|---|
| SCHOLARSHIPS | 12 | $33,000 |
| CO PAY RELIEF ASSISTANCE | 19601 | $28,348,018 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THROUGH PATIENT ADVOCATE FOUNDATIONS SCHOLARSHIP FOR SURVIVORS, 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (4 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| NANCY DAVENPORT-ENNIS SEE SCH O | ||||||||||||||
| FOUNDER AND CHAIR EMERITI | $113,005 | $223,216 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $113,005 | $223,216 | $0 | $0 |
| ALAN J BALCH | ||||||||||||||
| CHIEF EXECUTIVE OFFICER | $156,346 | $125,000 | $14,328 | $0 | $0 | $0 | $8,250 | $0 | $15,773 | $0 | $194,697 | $125,000 | $0 | $0 |
| FRAN CASTELLOW | ||||||||||||||
| PRESIDENT OF OPERATIONS | $157,388 | $0 | $4,843 | $0 | $0 | $0 | $6,210 | $0 | $1,002 | $0 | $169,443 | $0 | $0 | $0 |
| WILLIAM NASON | ||||||||||||||
| CHIEF FINANCIAL OFFICER | $175,100 | $0 | $5,253 | $0 | $0 | $0 | $6,974 | $0 | $12,860 | $0 | $200,187 | $0 | $0 | $0 |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (5 entries)
| Relationship DescriptionRelationshipDescriptionTxt | TransactionTransactionAmt | TransactionTransactionDesc | Sharing Of RevenuesSharingOfRevenuesInd |
|---|---|---|---|
| ALAN BALCH | |||
| CHIEF EXECUTIVE OFFICER | $1,168,480 | ALAN 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 2014/2015 WERE $880,000. 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 $163,480 OF OTHER EXPENSES IN FY 2014/2015. | 0 |
| JACK ENNIS | |||
| CHIEF DEVELOPMENT OFFICER AND CO-FOUNDER PAF | $134,599 | HE IS THE HUSBAND OF NANCY DAVENPORT-ENNIS, FOUNDER AND CHAIR EMERITI OF PAF. | 0 |
| FRANCES CASTELLOW | |||
| PRESIDENT, OPERATIONS PAF | $185,047 | SHE IS THE DAUGHTER OF NANCY DAVENPORT-ENNIS, FOUNDER AND CHAIR EMERITI OF PAF. | 0 |
| BETH MOORE | |||
| EXECUTIVE VICE PRESIDENT, PROGRAM STRATEGY OF PAF | $139,279 | SHE IS THE DAUGHTER OF NANCY DAVENPORT-ENNIS, FOUNDER AND CHAIR EMERITI OF PAF. | 0 |
| SHAWN NASON | |||
| SPECIAL EVENTS DIRECTOR | $65,921 | SHE IS THE WIFE OF WILLIAM NASON, CHIEF FINANCIAL OFFICER OF PAF. | 0 |
Schedule M IRS990ScheduleM
Works Of Art WorksOfArtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 4 | ContributionCnt |
| Noncash Contributions Rpt F990 | $2,994 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | RETAIL VALUE | MethodOfDeterminingRevenuesTxt |
Clothing And Household Goods ClothingAndHouseholdGoodsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Noncash Contributions Rpt F990 | $4,536 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | RETAIL VALUE | MethodOfDeterminingRevenuesTxt |
Collectibles CollectiblesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 4 | ContributionCnt |
| Noncash Contributions Rpt F990 | $2,800 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | RETAIL VALUE | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp (3 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | GIFT BASKETS | 117 | $15,872 | RETAIL VALUE |
| Yes (X) | ADDITIONAL MISCELLANEOUS CONTRIBUTIONS | 1 | $9,714 | RETAIL VALUE |
| Yes (X) | JEWELRY/ACCESSORIES | 14 | $4,365 | RETAIL VALUE |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | JOHN L. MURPHY, BOARD MEMBER OF PATIENT ADVOCATE FOUNDATION, IS THE BROTHER-IN-LAW OF NANCY DAVENPORT-ENNIS, FOUNDER AND CHAIR EMERITI OF PATIENT ADVOCATE FOUNDATION. FRANCES CASTELLOW, PRESIDENT, OPERATIONS OF PATIENT ADVOCATE FOUNDATION, IS THE DAUGHTER OF NANCY DAVENPORT-ENNIS, FOUNDER AND CHAIR EMERITI OF PATIENT ADVOCATE FOUNDATION. JACK ENNIS, CHIEF DEVELOPMENT OFFICER AND CO-FOUNDER OF PATIENT ADVOCATE FOUNDATION, IS THE HUSBAND OF NANCY DAVENPORT-ENNIS,FOUNDER AND CHAIR EMERITI 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 EMERITI OF PATIENT ADVOCATE FOUNDATION. |
| FORM 990, PART VI, SECTION B, LINE 11 | THE FINANCE COMMITTEE OF THE BOARD OF DIRECTORS RECEIVES A DRAFT COPY OF THE FORM 990 THEN SUBSEQUENTLY REVIEWS IT FOR ACCURACY AND COMPLIANCE. ONCE IT IS APPROVED BY THE FINANCE COMMITTEE, ALL MEMBERS OF THE EXECUTIVE BOARD OF DIRECTORS RECEIVE THE FINAL COPY OF THE FORM 990 FOR REVIEW AND APPROVAL PRIOR TO FILING AND IS SO NOTED IN THE BOARD MEETING MINUTES. |
| FORM 990, PART VI, SECTION B, LINE 12C | MEMBERS 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 15 | PATIENT ADVOCATE FOUNDATION COMPLETES COMPENSATION STUDIES THAT UTILIZE NATIONAL COMPARABILITY DATA OF ORGANIZATIONS SIMILAR IN MISSION, SIZE AND REVENUES. PAF HAS A COMPENSATION COMMITTEE WITHIN THE BOARD OF DIRECTORS THAT CONSISTS OF AT LEAST 4 INDEPENDENT EXECUTIVE BOARD MEMBERS AND IS CHAIRED BY THE BOARD PRESIDENT. THIS COMMITTEE IS PROVIDED WITH THE COMPENSATION REPORT AND UTILIZES IT TO ESTABLISH THE CEO'S ANNUAL COMPENSATION. THIS COMMITTEE ALSO REVIEWS THE COMPENSATION OF KEY EMPLOYEES UTILIZING THE COMPENSATION REPORT. THIS PROCESS IS DOCUMENTED THROUGH MINUTES OF THE COMPENSATION COMMITTEE MEETING. |
| FORM 990, PART VI, SECTION C, LINE 19 | PATIENT ADVOCATE FOUNDATION MAKES AVAILABLE THE LAST 10 YEARS OF FORM 990S, AUDITED FINANCIAL STATEMENTS, ANNUAL REPORTS AND CURRENT LIST OF BOARD MEMBERS ON THE ORGANIZATION'S WEBSITE, WWW.PATIENTADVOCATE.ORG UNDER THE "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: | GAIN ON 990 - RECORDED AS UNREALIZED GAIN ON FINANCIALS -4. |
| PART XII, LINE 2C | NO 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NATIONAL PATIENT ADVOCATE FOUNDATION (NPAF) | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 725 15TH STREET | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20005 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 541839226 | EIN |
| Primary Activities | SEEKS TO REMOVE OBSTACLES TO HEALTHCARE ACCESS FOR PATIENTS | PrimaryActivitiesTxt |
| Legal Domicile State | VA | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(4) | ExemptCodeSectionTxt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NPAF IS THE SISTER ORGANIZATION TO PAFMRBALCH IS CEO OF AND PAID BY BOTH | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Organization | 0 | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (1) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (3 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt |
|---|---|
| NATIONAL PATIENT ADVOCATE FOUNDATION | |
| M | $880,000 |
| NATIONAL PATIENT ADVOCATE FOUNDATION | |
| O | $125,000 |
| NATIONAL PATIENT ADVOCATE FOUNDATION | |
| Q | $163,480 |
Comments