NATIONAL PATIENT ADVOCATE FOUNDATION INC: Form 990, tax year 2012

View the entire original 990 at ProPublica ↗

Organization
NATIONAL PATIENT ADVOCATE FOUNDATION INC (EIN 54-1839226)
Tax period
2012-01-01 to 2012-12-31
Filed
2013-05-10
IRS object ID
201331309349302863
Schema version
2012v2.1
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Timestamp2013-05-10T14:36:56-05:00Timestamp
Tax Period End Date2012-12-31TaxPeriodEndDate

Preparer Firm PreparerFirm

FieldValueIRS element (for citing)
EIN560747981EIN

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1DIXON HUGHES GOODMAN LLPBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line1701 TOWN CENTER DRIVE SUITE 700AddressLine1
CityNEWPORT NEWSCity
StateVAState
ZIP Code236064295ZIPCode
FieldValueIRS element (for citing)
Return Type990ReturnType
Tax Period Begin Date2012-01-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN541839226EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1NATIONAL PATIENT ADVOCATE FOUNDATIONBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlNATINameControl
Phone7579521369Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line1421 BUTLER FARM ROADAddressLine1
CityHAMPTONCity
StateVAState
ZIP Code23666ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameNANCY DAVENPORT-ENNISName
TitleCHIEF EXECUTIVE OFFICERTitle
Phone7578736668Phone
Date Signed2013-04-09DateSigned
Authorize Third Party1AuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameJAMES M HAGGARDName
PTINP00100566PTIN
Phone7578731033Phone
FieldValueIRS element (for citing)
Tax Year2012TaxYear
Build TS2016-02-24 21:20:13ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Name Of Principal Officer PersonNANCY DAVENPORT-ENNISNameOfPrincipalOfficerPerson

Address Principal Officer US AddressPrincipalOfficerUS

FieldValueIRS element (for citing)
Address Line1421 BUTLER FARM ROADAddressLine1
CityHAMPTONCity
StateVAState
ZIP Code23666ZIPCode
FieldValueIRS element (for citing)
Gross Receipts2727152GrossReceipts
Group Return For Affiliates0GroupReturnForAffiliates
Organization501cXOrganization501c
Web SiteWWW.NPAF.ORGWebSite
Type Of Organization CorporationXTypeOfOrganizationCorporation
Year Formation1996YearFormation
State Legal DomicileVAStateLegalDomicile
Activity Or Mission DescriptionNATIONAL PATIENT ADVOCATE FOUNDATION IS A NATIONAL NONPROFIT ORGANIZATION THAT SEEKS TO CREATE AVENUES OF ACCESS TO HEALTHCARE SERVICES INCLUSIVE OF REIMBURSEMENT VEHICLES FOR PHYSICIANS, IMAGING SERVICES, EVOLVING THERAPIES, THERAPEUTIC DEVICES AND AGENTS THROUGH LEGISLATIVE REFORM.ActivityOrMissionDescription
Nbr Voting Members Governing Body17NbrVotingMembersGoverningBody
Nbr Independent Voting Members16NbrIndependentVotingMembers
Total Nbr Employees10TotalNbrEmployees
Total Nbr Volunteers3221TotalNbrVolunteers
Total Gross UBI0TotalGrossUBI
Net Unrelated Business Txbl Income0NetUnrelatedBusinessTxblIncome
Contributions Grants Prior Year975217ContributionsGrantsPriorYear
Contributions Grants Current Year1460410ContributionsGrantsCurrentYear
Program Service Revenue Prior Year763750ProgramServiceRevenuePriorYear
Program Service Revenue CY1263750ProgramServiceRevenueCY
Investment Income Prior Year-1644InvestmentIncomePriorYear
Investment Income Current Year2992InvestmentIncomeCurrentYear
Other Revenue Prior Year0OtherRevenuePriorYear
Other Revenue Current Year0OtherRevenueCurrentYear
Total Revenue Prior Year1737323TotalRevenuePriorYear
Total Revenue Current Year2727152TotalRevenueCurrentYear
Grants And Similar Amnts Prior Year5000GrantsAndSimilarAmntsPriorYear
Grants And Similar Amnts CY5000GrantsAndSimilarAmntsCY
Benefits Paid To Members Prior Year0BenefitsPaidToMembersPriorYear
Benefits Paid To Members CY0BenefitsPaidToMembersCY
Salaries Etc Prior Year849194SalariesEtcPriorYear
Salaries Etc Current Year1019112SalariesEtcCurrentYear
Total Prof Fundrsng Exp Prior Year0TotalProfFundrsngExpPriorYear
Total Prof Fundrsng Exp CY0TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year71190TotalFundrsngExpCurrentYear
Other Expense Prior Year872934OtherExpensePriorYear
Other Expenses Current Year1674476OtherExpensesCurrentYear
Total Expenses Prior Year1727128TotalExpensesPriorYear
Total Expenses Current Year2698588TotalExpensesCurrentYear
Revenues Less Expenses Prior Year10195RevenuesLessExpensesPriorYear
Revenues Less Expenses CY28564RevenuesLessExpensesCY
Total Assets BOY774684TotalAssetsBOY
Total Assets EOY1224600TotalAssetsEOY
Total Liabilities BOY263150TotalLiabilitiesBOY
Total Liabilities EOY684502TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY511534NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY540098NetAssetsOrFundBalancesEOY
Info In Schedule O Part IIIXInfoInScheduleOPartIII
Mission DescriptionNPAF IS A NONPROFIT ORGANIZATION WHICH SEEKS TO CREATE AVENUES OF ACCESS TO AND REIMBURSEMENT FOR EVOLVING THERAPIES, THERAPEUTIC DEVICES AND AGENTS THROUGH LEGISLATIVE AND POLICY REFORM.MissionDescription
Significant New Program Services0SignificantNewProgramServices
Significant Change0SignificantChange
Expense1010797Expense
Revenue1263750Revenue
DescriptionTHE OBJECTIVE OF THE POLICY CONSORTIUM IS TO PROVIDE A FORUM FOR INTERESTED HEALTHCARE STAKE HOLDERS TO EXPLORE REGULATORY AND LEGISLATIVE ISSUES OF MUTUAL INTERESTS AND TO DISCUSS COLLABORATIVEPROCESSES TO HANDLE THOSE ISSUES. NATIONAL PATIENT ADVOCATE FOUNDATIONS POLICY CONSORTIUM MEETINGS, WHICH OCCUR TWICE ANNUALLY, INCLUDE KEYNOTE SPEAKERS FROM NATIONAL RESEARCH ENTITIES, FEDERAL REGULATORY AGENCIES, FEDERAL LEGISLATIVE REPRESENTATIVES, ADMINISTRATIVE OFFICALS, STATE LEGISLATIVE AND REGULATORY REPRESENTATIVES, SPECIALTY CONSULTANTS, NATIONAL NON-PROFIT PATIENT REPRESENTATIVES, NATIONAL ACADEMIC LEADERS, NATIONAL HEALTHCARE MEDIA EXPERTS AND SUBJECT MATTER EXPERTS. THE POLICY CONSORTIUM MEETING FORMAT SEEKS TO ELICIT NEW IDEAS AND STIMULATE MUTUAL COLLABORATION OUTLINING POSITIVE STEPS TO POSITIVE CHANGES. THE POLICY CONSORTIUM MEETS TWICE YEARLY IN WASHINGTON D.C. IN MAY AND NOVEMBER. ADDITIONALLY, NEWSLETTERS ARE PROVIDED. ANNUAL MEMBERSHIP DUES ARE REQUIRED FOR PARTICIPATION IN THE POLICY CONSORTIUM.Description

Activity2 Activity2

FieldValueIRS element (for citing)
Expense278520Expense
Grants5000Grants
DescriptionNPAF IS FOCUSED ON CREATING FORUMS INCLUSIVE OF A BROAD ARRAY OF STAKEHOLDERS FROM THE HEALTHCARE COMMUNITIES ALL WITH THE GOAL OF EDUCATING REGULATORY AND LEGISLATIVE BODIES AT BOTH THE STATE AND NATIONAL LEVELS. NPAF HAS DEVELOPED THREE STRATEGIES FOR ACCOMPLISHING THIS GOAL INCLUDING THE REGULATORY EDUCATION AND ACTION FOR PATIENTS (REAP) INITIATIVE, PATIENT ASSISTANCE LEAGUE (PAL) AND THE DIRECT REPRESENTATION OF THE LEGISLATIVE INTERESTS OF ITS SISTER ORGANIZATION, PATIENT ADVOCATE FOUNDATION (PAF). PAF IS A NATIONAL NON-PROFIT 501(C)(3) ORGANIZATION THAT SEEKS TO SAFEGUARD PATIENTS THROUGH EFFECTIVE MEDIATION ASSURING ACCESS TO CARE, MAINTENANCE OF EMPLOYMENT AND PRESERVATION OF THEIR FINANCIAL STABILITY RELATIVE TO THEIR DIAGNOSIS OF LIFE THREATENING OR DEBILITATING DISEASES. NPAF SERVES AS THE POLICY VOICE FOR PAF AND THE CONSTITUENCIES SERVED BY PAF.CREATED IN 2010 BY NPAF, THE REGULATORY EDUCATION AND ACTION FOR PATIENTS INIATIVE (REAP) IS AN UMBRELLA EDUCATIONAL INITIATIVE AND COALITION COMPOSED OF 57 PATIENT ADVOCACY MEMBER ORGANIZATIONS.THE GOAL OF REAP IS TO STRENGTHEN CURRENT RELATIONSHIPS AND BUILD NEW RELATIONSHIPS WITH GOVERNMENT AGENCIES THAT ARE RESPONSIBLE FOR IMPLEMENTING PROVISIONS OF THE PATIENT PROTECTION AND AFFORDABLE CARE ACT (PPACA) AND OTHER RELATED REGULATORY CHANGES THROUGH DRAFTING COMMENT LETTERS TOGETHER IN RESPONSE TO PROPOSED RULES. REAP HAS A FURTHER GOAL OF ENSURING THAT ANY IMPLEMENTATION OF THESE PROVISIONS ARE PATIENT-CENTRIC. REAPS MISSION IS TO COMMUNICATE THE PATIENT PERSPECTIVE ON ISSUES TO FEDERAL AND STATE REGULATORY BODIES, CONGRESS, HEALTH CARE INSURERS AND OTHERS THAT REGULATE/DEVELOP/MANAGE AND/OR IMPACT HEALTH CARE DELIVERY, COVERAGE, COST AND AVAILABILITY TO THE UNITED STATES POPULATION.REAP CONVENES MEETINGS WITH ITS MEMBER ORGANIZATIONS TO EDUCATE THEM ON PROPOSED RULES WITHIN PPACA AND TO BUILD CONSENSUS ON HOW REAP AS A GROUP WILL RESPOND VIA THE DEFINED FEDERAL REGULATORY COMMENT PROCESS. NATIONAL PATIENT ADVOCATE FOUNDATION STAFF REVIEW ALL OF THE REQUESTS FOR COMMENTS THAT ARE POSTED ON THE FEDERAL REGISTER TO DETERMINE WHICH PROPOSED RULES WOULD HAVE AN IMPACT ON PATIENTS THAT ARE SERVED BY REAP MEMBERS. COMMENTS ARE DRAFTED AND THEN PROVIDED TO ALL MEMBERS FOR THEIR REVIEW. REAP MEMBERS THEN MEET VIA CONFERENCE CALL TO REVIEW DRAFT COMMENTS PRIOR TO THEIR DELIVERY. TO DATE, REAP HAS SUBMITTED 12 JOINT LETTERS VIA THE REGULATORY COMMENT PROCESS.LASTLY, THE NPAF STATE GOVERNMENT AFFAIRS PROGRAM ENGAGES IN PROACTIVE ADVOCACY EFFORTS IN STATE LEGISLATURES AND IN THE STATE REGULATORY PROCESS ON BEHALF OF PATIENTS AND THEIR FAMILIES ON AN ONGOING BASIS. A MAJOR PART OF NPAF STATE GOVERNMENT AFFAIRS EFFORTS ARE THE NPAF VOLUNTEERS, WHO CONTRIBUTE TO THE SUCCESS OF NPAF IN EACH STATE. THE ELITE PRESIDENTS COUNCIL SERVES AS THE TOP TIER OF THE NPAF VOLUNTEER STRUCTURE AND IS COMPRISED OF INDIVIDUALS WHO ARE INTIMATELY INVOLVED IN THE POLITICAL PROCESSES AND PATIENT COMMUNITIES IN THEIR STATES. THE PATIENT ACTION LEAGUE (PAL), ESTABLISHED IN 2012, IS THE PRIMARY COMMUNICATION AND EDUCATIONAL CHANNEL OF THE ELITE PRESIDENTS COUNCIL AND OFFERS ELITE VOLUNTEERS A FORUM FOR DISCUSSION AND ACTION PLANNING. THE PURPOSE OF THE LEAGUE IS TO PROVIDE ELITE PRESIDENTS COUNCIL VOLUNTEERS WITH AN OUTSTANDING EDUCATIONAL OPPORTUNITY IN THEIR SPECIFIC REGION OF THE COUNTRY TO GIVE THEM THE INFORMATION, INSIGHT AND MOTIVATION NEEDED TO ACCOMPLISH THE FOLLOWING:PARTICIPATE IN ESSENTIAL STATE ADVOCACY EFFORTS THAT WILL PROVIDE BENEFIT TO PATIENTSBUILD UPON THEIR EFFECTIVENESS IN WORKING WITH COALITIONS, OTHER GROUPS AND ADVOCACY PARTNERS IN THE PURSUIT OF GOOD PUBLIC POLICY THAT WILL ADDRESS THE NEEDS OF PATIENTS.EMPOWER NPAF ELITE PRESIDENTS COUNCIL MEMBERS TO RECRUIT/ASSIST NEW VOLUNTEERS IN BUILDING GRASSROOTS ADVOCACY NETWORKS TO PROVIDE A POWERFUL AND EFFECTIVE VOICE IN OUR STATE CAPITOLS.PAL HOSTS REGIONAL MEETINGS THROUGHOUT THE COUNTRY EACH WITH THE CRITICAL OBJECTIVES TO EDUCATE AND INFORM PATIENTS, TO ALLOW A VIBRANT EXCHANGE OF INFORMATION BETWEEN VOLUNTEERS, ADVOCACY PARTNERS AND HEALTHCARE PARTNERS ABOUT ISSUES OF CRITICAL IMPORTANCE FOR PATIENTS IN EACH REGION AND MOST IMPORTANTLY, RESULT IN AN ANNUAL ACTION PLAN FOR THE REGION THAT INCORPORATES VOLUNTEER ADVOCACY FOR THE PURPOSE OF PROMOTING GOOD PUBLIC POLICY FOR PATIENTS.Description

Activity3 Activity3

FieldValueIRS element (for citing)
Expense885979Expense
DescriptionIN 2004, NPAF ESTABLISHED THE GLOBAL ACCESS PROJECT (GAP), A NEUTRALRESEARCH ENTITY WITH THE MISSION OF DESIGNING, MANAGING AND CARRYING OUT INDEPENDENT RESEARCH PROJECTS IN COLLABORATION WITH NATIONALLY RESPECTED AND RECOGNIZED EXPERTS IN SPECIFIC FIELDS OF HEALTH CARE. THE RESEARCH PROJECTS ARE DESIGNED TO PROVIDE SPECIFIC INFORMATION RELATIVE TO REIMBURSEMENT; ACCESS TO QUALITY HEALTHCARE; NATIONAL TRENDS IN ACCESS TO HEALTH CARE INCLUDING CLINICAL TRIALS; CHANGES IN TREATMENT SITES OF CARE; AND RESEARCH TO DEFINE DEFICIENCIES IN THE CURRENT CODING STRUCTURE OF REIMBURSEMENT. TO DATE, SEVEN STUDIES HAVE BEEN COMPLETED AND FINDINGS PRESENTED TO KEY OFFICALS IN THE ADMINISTRATION, CENTERS FOR MEDICARE AND MEDICAID SERVICES (CMS), MEDICARE PAYMENT ADVISORY COMMISSION(MEDPAC), AND CONGRESSIONAL COMMITTEES OF JURISDICTION ON HEALTHCARE. PROGRAM SERVICE ACCOMPLISHMENTS STUDIES ARE AVAILABLE FOR REVIEW ON WWW.NPAF.ORG. IN 2012, NPAF INITIATED THE EIGHTH RESEARCH STUDY THROUGH GAP. THE RESEARCH PROJECT, CONSUMER BASED CANCER CARE VALUE INDEX (CCCVI), IS BEING CONDUCTED BY AMERICAN INSTITUTES FOR RESEARCH (AIR) AND HAS AN EXPECTED DELIVERY DATE OF APRIL 25, 2014.Description
FieldValueIRS element (for citing)
Total Program Service Expense2175296TotalProgramServiceExpense
Described In501 C30DescribedIn501C3
Schedule B Required1ScheduleBRequired
Political Activities0PoliticalActivities
Subject To Proxy Tax0SubjectToProxyTax
Donor Advised Funds0DonorAdvisedFunds
Conservation Easements0ConservationEasements
Collections Of Art0CollectionsOfArt
Credit Counseling0CreditCounseling
Term Or Permanent Endowments0TermOrPermanentEndowments
Report Land Bldg Equip1ReportLandBldgEquip
Report Invest Oth Securities0ReportInvestOthSecurities
Report Prog Rel Invest0ReportProgRelInvest
Report Other Assets0ReportOtherAssets
Report Other Liabilities0ReportOtherLiabilities
Report Fin48 Footnote0ReportFin48Footnote
Independent Audit Financial Stmt1IndependentAuditFinancialStmt
Consolidated Audit Financial Stmt0ConsolidatedAuditFinancialStmt
School0School
Foreign Office0ForeignOffice
Foreign Activities0ForeignActivities
More Than5000 K To Organizations0MoreThan5000KToOrganizations
More Than5000 K To Individuals0MoreThan5000KToIndividuals
Professional Fundraising0ProfessionalFundraising
Fundraising Activities0FundraisingActivities
Gaming0Gaming
Hospital0Hospital
Grants To Organizations0GrantsToOrganizations
Grants To Individuals0GrantsToIndividuals
Schedule J Required1ScheduleJRequired
Tax Exempt Bonds0TaxExemptBonds
Excess Benefit Transaction0ExcessBenefitTransaction
Prior Excess Benefit Transaction0PriorExcessBenefitTransaction
Loan To Officer Or DQP0LoanToOfficerOrDQP
Grant To Related Person0GrantToRelatedPerson
Bsnss Rltnshp With Organization0BsnssRltnshpWithOrganization
Bsnss Rltnshp Thru Family Member1BsnssRltnshpThruFamilyMember
Officer Entity With Bsnss Rltnshp1OfficerEntityWithBsnssRltnshp
Deductible Non Cash Contributions0DeductibleNonCashContributions
Deductible Contributions Of Art0DeductibleContributionsOfArt
Terminated0Terminated
Partial Liquidation0PartialLiquidation
Disregarded Entity0DisregardedEntity
Related Entity1RelatedEntity
Related Org Controlled Entity0RelatedOrgControlledEntity
Activities Conducted Partnership0ActivitiesConductedPartnership
Schedule O Required1ScheduleORequired
Number Forms Transmitted With10960NumberFormsTransmittedWith1096
Number W2 G Included0NumberW2GIncluded
Compliance With Backup Witholding1ComplianceWithBackupWitholding
Number Of Employees10NumberOfEmployees
Employment Tax Returns Filed1EmploymentTaxReturnsFiled
Unrelated Business Income0UnrelatedBusinessIncome
Foreign Financial Account0ForeignFinancialAccount
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTrans
Taxable Party Notification0TaxablePartyNotification
Non Deductible Contributions1NonDeductibleContributions
Non Deductible Disclosure1NonDeductibleDisclosure
Quid Pro Quo Contributions0QuidProQuoContributions
Form8282 Property Disposed Of0Form8282PropertyDisposedOf
Funds To Pay Premiums0FundsToPayPremiums
Premiums Paid0PremiumsPaid
Form8899 Filed0Form8899Filed
Form1098 C Filed0Form1098CFiled
Indoor Tanning Services0IndoorTanningServices
Info In Schedule O Part VIXInfoInScheduleOPartVI
Nbr Voting Governing Body Members17NbrVotingGoverningBodyMembers
Number Independent Voting Members16NumberIndependentVotingMembers
Family Or Business Relationship1FamilyOrBusinessRelationship
Delegation Of Management Duties0DelegationOfManagementDuties
Changes To Organizing Docs0ChangesToOrganizingDocs
Material Diversion Or Misuse0MaterialDiversionOrMisuse
Members Or Stockholders0MembersOrStockholders
Election Of Board Members0ElectionOfBoardMembers
Decisions Subject To Approval0DecisionsSubjectToApproval
Minutes Of Governing Body1MinutesOfGoverningBody
Minutes Of Committees1MinutesOfCommittees
Officer Mailing Address0OfficerMailingAddress
Local Chapters0LocalChapters
Form990 Provided To Governing Body1Form990ProvidedToGoverningBody
Conflict Of Interest Policy1ConflictOfInterestPolicy
Annual Disclosure Covered Persons1AnnualDisclosureCoveredPersons
Regular Monitoring Enforcement1RegularMonitoringEnforcement
Whistleblower Policy1WhistleblowerPolicy
Document Retention Policy1DocumentRetentionPolicy
Compensation Process CEO1CompensationProcessCEO
Compensation Process Other1CompensationProcessOther
Investment In Joint Venture0InvestmentInJointVenture
States Where Copy Of Return Is FiledVAStatesWhereCopyOfReturnIsFiled
Own WebsiteXOwnWebsite
Upon RequestXUponRequest

The Books Are In Care Of TheBooksAreInCareOf

Name Business NameBusiness

FieldValueIRS element (for citing)
Business Name Line1WILLIAM NASONBusinessNameLine1
FieldValueIRS element (for citing)
Telephone Number7579520592TelephoneNumber

Address US AddressUS

FieldValueIRS element (for citing)
Address Line1421 BUTLER FARM ROADAddressLine1
CityHAMPTONCity
StateVAState
ZIP Code23666ZIPCode
FieldValueIRS element (for citing)
Info In Schedule O Part VIIXInfoInScheduleOPartVII

Form990 Part VII Section A Form990PartVIISectionA (19 entries)

TitleTitleAverage Hours Per WeekAverageHoursPerWeekIndividual Trustee Or DirectorIndividualTrusteeOrDirectorOfficerOfficerReportable Comp From OrganizationReportableCompFromOrganizationReportable Comp From Related OrgsReportableCompFromRelatedOrgsOther CompensationOtherCompensationHighest Compensated EmployeeHighestCompensatedEmployee
NANCY DAVENPORT-ENNIS SEE SCH O
CEO40.00XX9999640493214324
DENNIS A GASTINEAU MD
PRESIDENT5.00XX000
LEAH LOCKE-ARNETT
SECRETARY5.00XX000
JOHN L MURPHY
BOARD MEMBER5.00X000
CHRISTIAN DOWNS JD MHA
BOARD MEMBER5.00X000
PEARL MOORE RN MN FAAN
BOARD MEMBER5.00X000
ALAN J BALCH PHD
BOARD MEMBER5.00X000
REED V TUCKSON MD FACP
BOARD MEMBER5.00X000
LOVELL JONES PHD
BOARD MEMBER5.00X000
BRUCE AVERY MD
BOARD MEMBER5.00X000
JOHN CALDWELL CPA MST CGMA
BOARD MEMBER5.00X000
JOHN HARRINGTON
BOARD MEMBER5.00X000
DIANE MAUK
BOARD MEMBER5.00X000
OTIS MAYNARD
BOARD MEMBER5.00X000
ROBERT M RIFKIN MD FACP
BOARD MEMBER5.00X000
BARRY M STRAUBE MD
BOARD MEMBER5.00X000
LORI WILLIAMS PHD MSN RN
BOARD MEMBER5.00X000
GWENDOLYN MAYES
EVP, PUBLIC POLICY40.0015844608679X
LARRY LANIER
EVP, STATE GOVERNMENT AFFAIRS40.00157861013231X
FieldValueIRS element (for citing)
Total Reportable Comp From Org416303TotalReportableCompFromOrg
Total Reportable Comp Frm Rltd Orgs404932TotalReportableCompFrmRltdOrgs
Total Other Compensation36234TotalOtherCompensation
Number Individuals GT100 K2NumberIndividualsGT100K
Formers Listed0FormersListed
Total Comp GT150 K1TotalCompGT150K
Compensation From Other Sources0CompensationFromOtherSources

Contractor Compensation ContractorCompensation (4 entries)

Address Line1AddressOfContractor/AddressUS/AddressLine1CityAddressOfContractor/AddressUS/CityStateAddressOfContractor/AddressUS/StateZIP CodeAddressOfContractor/AddressUS/ZIPCodeDescription Of ServicesDescriptionOfServicesCompensationCompensation
AMERICAN INSTITUTES FOR RESEARCH
1000 THOMAS JEFFERSON ST NWWASHINGTONDC20007GLOBAL ACCESS PROJECT281325
ARENT FOX PLLC
1717 K STREET NWWASHINGTONDC20036REGULATORY ADVISOR162252
SCHMIDT PUBLIC AFFAIRS LLC
917 PRINCE STREETALEXANDRIAVA22314ADVISOR136308
KOUNTOUPES CONSULTING LLC
1333 H STREET NW SUITE 1100WASHINGTONDC20005LEGISLATIVE ADVISOR120000
FieldValueIRS element (for citing)
Number Of Contractors GT100 K4NumberOfContractorsGT100K
Related Organizations477500RelatedOrganizations
All Other Contributions982910AllOtherContributions
Total Contributions1460410TotalContributions

Program Service Revenue ProgramServiceRevenue

FieldValueIRS element (for citing)
DescriptionMEMBERSHIP DUES - PROGDescription
Business Code541900BusinessCode
Total Revenue Column1263750TotalRevenueColumn
Related Or Exempt Function Income1263750RelatedOrExemptFunctionIncome
FieldValueIRS element (for citing)
Total Program Service Revenue1263750TotalProgramServiceRevenue

Investment Income InvestmentIncome

FieldValueIRS element (for citing)
Total Revenue Column2992TotalRevenueColumn
Exclusion$2,992ExclusionAmount

Total Revenue TotalRevenue

FieldValueIRS element (for citing)
Total Revenue Column2727152TotalRevenueColumn
Related Or Exempt Function Income1263750RelatedOrExemptFunctionIncome
Unrelated Business Revenue0UnrelatedBusinessRevenue
Exclusion$2,992ExclusionAmount

Grants To Domestic Orgs GrantsToDomesticOrgs

FieldValueIRS element (for citing)
Total5000Total
Program Services5000ProgramServices

Comp Current Officers Directors CompCurrentOfficersDirectors

FieldValueIRS element (for citing)
Total99996Total
Program Services69997ProgramServices
Management And General10000ManagementAndGeneral
Fundraising19999Fundraising

Other Salaries And Wages OtherSalariesAndWages

FieldValueIRS element (for citing)
Total786560Total
Program Services644929ProgramServices
Management And General139192ManagementAndGeneral
Fundraising2439Fundraising

Pension Plan Contributions PensionPlanContributions

FieldValueIRS element (for citing)
Total13108Total
Program Services10749ProgramServices
Management And General2320ManagementAndGeneral
Fundraising39Fundraising

Other Employee Benefits OtherEmployeeBenefits

FieldValueIRS element (for citing)
Total59388Total
Program Services48693ProgramServices
Management And General10509ManagementAndGeneral
Fundraising186Fundraising

Payroll Taxes PayrollTaxes

FieldValueIRS element (for citing)
Total60060Total
Program Services48336ProgramServices
Management And General10044ManagementAndGeneral
Fundraising1680Fundraising

Fees For Services Legal FeesForServicesLegal

FieldValueIRS element (for citing)
Total12410Total
Program Services9988ProgramServices
Management And General2075ManagementAndGeneral
Fundraising347Fundraising

Fees For Services Accounting FeesForServicesAccounting

FieldValueIRS element (for citing)
Total11425Total
Program Services9194ProgramServices
Management And General1911ManagementAndGeneral
Fundraising320Fundraising

Fees For Services Other FeesForServicesOther

FieldValueIRS element (for citing)
Total1114504Total
Program Services896936ProgramServices
Management And General186388ManagementAndGeneral
Fundraising31180Fundraising

Advertising Advertising

FieldValueIRS element (for citing)
Total141031Total
Program Services113499ProgramServices
Management And General23586ManagementAndGeneral
Fundraising3946Fundraising

Office Expenses OfficeExpenses

FieldValueIRS element (for citing)
Total67229Total
Program Services54105ProgramServices
Management And General11243ManagementAndGeneral
Fundraising1881Fundraising

Information Technology InformationTechnology

FieldValueIRS element (for citing)
Total2080Total
Program Services1674ProgramServices
Management And General348ManagementAndGeneral
Fundraising58Fundraising

Occupancy Occupancy

FieldValueIRS element (for citing)
Total111730Total
Program Services89918ProgramServices
Management And General18686ManagementAndGeneral
Fundraising3126Fundraising

Travel Travel

FieldValueIRS element (for citing)
Total105730Total
Program Services85090ProgramServices
Management And General17682ManagementAndGeneral
Fundraising2958Fundraising

Conferences Meetings ConferencesMeetings

FieldValueIRS element (for citing)
Total52801Total
Program Services42494ProgramServices
Management And General8830ManagementAndGeneral
Fundraising1477Fundraising

Depreciation Depletion DepreciationDepletion

FieldValueIRS element (for citing)
Total4047Total
Program Services3257ProgramServices
Management And General677ManagementAndGeneral
Fundraising113Fundraising

Insurance Insurance

FieldValueIRS element (for citing)
Total2280Total
Program Services1835ProgramServices
Management And General381ManagementAndGeneral
Fundraising64Fundraising

Other Expenses OtherExpenses

FieldValueIRS element (for citing)
DescriptionDUES AND SUBSCRIPTIONSDescription
Total49209Total
Program Services39602ProgramServices
Management And General8230ManagementAndGeneral
Fundraising1377Fundraising

Total Functional Expenses TotalFunctionalExpenses

FieldValueIRS element (for citing)
Total2698588Total
Program Services2175296ProgramServices
Management And General452102ManagementAndGeneral
Fundraising71190Fundraising

Cash Non Interest Bearing CashNonInterestBearing

FieldValueIRS element (for citing)
BOY200BOY
EOY200EOY

Savings And Temp Cash Investments SavingsAndTempCashInvestments

FieldValueIRS element (for citing)
BOY611768BOY
EOY1059041EOY

Pledges And Grants Receivable PledgesAndGrantsReceivable

FieldValueIRS element (for citing)
BOY118342BOY
EOY90000EOY

Other Notes Loans Receivable Net OtherNotesLoansReceivableNet

FieldValueIRS element (for citing)
BOY3845BOY
EOY0EOY

Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges

FieldValueIRS element (for citing)
BOY4888BOY
EOY43765EOY
FieldValueIRS element (for citing)
Land Buildings Equipment Basis81445LandBuildingsEquipmentBasis
Land Bldg Equipment Accum Deprec49851LandBldgEquipmentAccumDeprec

Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet

FieldValueIRS element (for citing)
BOY35641BOY
EOY31594EOY

Total Assets TotalAssets

FieldValueIRS element (for citing)
BOY774684BOY
EOY1224600EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

FieldValueIRS element (for citing)
BOY133150BOY
EOY649502EOY

Deferred Revenue DeferredRevenue

FieldValueIRS element (for citing)
BOY130000BOY
EOY35000EOY

Total Liabilities TotalLiabilities

FieldValueIRS element (for citing)
BOY263150BOY
EOY684502EOY
FieldValueIRS element (for citing)
Follow SFAS117XFollowSFAS117

Unrestricted Net Assets UnrestrictedNetAssets

FieldValueIRS element (for citing)
BOY511534BOY
EOY540098EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY511534BOY
EOY540098EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY774684BOY
EOY1224600EOY
FieldValueIRS element (for citing)
Reconcilation Revenue Expenses28564ReconcilationRevenueExpenses
Reconcilation Other Changes0ReconcilationOtherChanges
Info In Schedule O Part XIIXInfoInScheduleOPartXII
Method Of Accounting AccrualXMethodOfAccountingAccrual
Accountant Compile Or Review0AccountantCompileOrReview
FS Audited1FSAudited

FS Audited Basis FSAuditedBasis

FieldValueIRS element (for citing)
Financial Statement SeparateXFinancialStatementSeparate
FieldValueIRS element (for citing)
Audit Committee1AuditCommittee
Federal Grant Audit Required0FederalGrantAuditRequired

Schedule B IRS990ScheduleB

Contributor Info ContributorInfo

FieldValueIRS element (for citing)
Contributor NumberRESTRICTEDContributorNumber

Contributor Name Business ContributorNameBusiness

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor Address US ContributorAddressUS

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Aggregate ContributionsRESTRICTEDAggregateContributions

Schedule D IRS990ScheduleD

Equipment Equipment

FieldValueIRS element (for citing)
Other Cost Or Other Basis63916OtherCostOrOtherBasis
Book Value63916BookValue

Other Land Buildings OtherLandBuildings

FieldValueIRS element (for citing)
Other Cost Or Other Basis17529OtherCostOrOtherBasis
Depreciation49851Depreciation
Book Value-32322BookValue
FieldValueIRS element (for citing)
Total Of Book Value Land Buildings31594TotalOfBookValueLandBuildings
Tot Revenue Etc Audited Fincl Stmt2734909TotRevenueEtcAuditedFinclStmt
Donated Srvc And Use Of Facilities7757DonatedSrvcAndUseOfFacilities
Revenue Not Rptd F9907757RevenueNotRptdF990
Revenue Subtotal2727152RevenueSubtotal
Revenue Not Rptd On Fin Stmt0RevenueNotRptdOnFinStmt
Total Revenue Per Form9902727152TotalRevenuePerForm990
Tot Expenses Etc Audited Fincl Stmt2706345TotExpensesEtcAuditedFinclStmt
Donated Services Use Of Facilities7757DonatedServicesUseOfFacilities
Expenses Not Rptd F9907757ExpensesNotRptdF990
Expenses Subtotal2698588ExpensesSubtotal
Expenses Not Rptd On Fin Stmt0ExpensesNotRptdOnFinStmt
Total Expenses Per Form9902698588TotalExpensesPerForm990

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Compensation CommitteeXCompensationCommittee
Independent ConsultantXIndependentConsultant
Form990 Of Other OrganizationsXForm990OfOtherOrganizations
Written Employment ContractXWrittenEmploymentContract
Compensation SurveyXCompensationSurvey
Board Or Committee ApprovalXBoardOrCommitteeApproval
Severance Payment0SeverancePayment
Supplemental Nonqual Retire Plan0SupplementalNonqualRetirePlan
Equity Based Comp Arrangement0EquityBasedCompArrangement
Comp Based On Revenue Of Filing Org0CompBasedOnRevenueOfFilingOrg
Comp Based On Revenue Related Orgs0CompBasedOnRevenueRelatedOrgs
Comp Based Net Earnings Filing Org0CompBasedNetEarningsFilingOrg
Comp Based Net Earnings Relate Orgs0CompBasedNetEarningsRelateOrgs
Any Non Fixed Payments0AnyNonFixedPayments
Initial Contract Exception0InitialContractException

Form990 Schedule J Part II Form990ScheduleJPartII (3 entries)

TitleTitleBase Compensation Filing OrgBaseCompensationFilingOrgComp Based On Related OrgsCompBasedOnRelatedOrgsBonus Filing OrgBonusFilingOrgBonus Related OrgsBonusRelatedOrgsOther Compensation Filing OrgOtherCompensationFilingOrgOther Compensation Related OrgsOtherCompensationRelatedOrgsDeferred Comp Filing OrgDeferredCompFilingOrgDeferred Comp Related OrgsDeferredCompRelatedOrgsNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgNontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgsTotal Compensation Filing OrgTotalCompensationFilingOrgTotal Compensation Related OrgsTotalCompensationRelatedOrgsComp Report Prior990 Filing OrgCompReportPrior990FilingOrgComp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs
NANCY DAVENPORT-ENNIS SEE SCH O
CEO999964049320000000143249999641925600
GWENDOLYN MAYES
EVP, PUBLIC POLICY158446000000086790167125000
LARRY LANIER
EVP, STATE GOVERNMENT AFFAIRS1578610000000132310171092000

Schedule L IRS990ScheduleL

Form990 Schedule L Part IV Form990ScheduleLPartIV

Name Of Interested Person NameOfInterestedPerson

FieldValueIRS element (for citing)
Name PersonNANCY DAVENPORT-ENNISNamePerson
FieldValueIRS element (for citing)
RelationshipCHIEF EXECUTIVE OFFICER/CO FOUNDERRelationship
Amount Of Transaction477500AmountOfTransaction
Description Of TransactionRELATED ENTITY - NANCY DAVENPORT-ENNIS IS THE CHIEF EXECUTIVE OFFICER OF NATIONAL PATIENT ADVOCATE FOUNDATION. SHE IS ALSO THE CHIEF EXECUTIVE OFFICER OF PATIENT ADVOCATE FOUNDATION, A SISTER ORGANIZATION OF NATIONAL PATIENT ADVOCATE FOUNDATION. NATIONAL PATIENT ADVOCATE FOUNDATION HAS A CONSULTING AGREEMENT WITH PATIENT ADVOCATE FOUNDATION IN WHICH PATIENT ADVOCATE FOUNDATION PAYS NATIONAL PATIENT ADVOCATE FOUNDATION FEES TO REPRESENT THE POLICY INTERESTS OF PAF.DescriptionOfTransaction
Sharing Of Revenues0SharingOfRevenues

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (8 entries)

Return ReferenceReturnReferenceExplanationExplanationIdentifierIdentifier
FORM 990, PART VI, SECTION A, LINE 2JOHN L. MURPHY, BOARD MEMBER OF NATIONAL PATIENT ADVOCATE FOUNDATION IS THE BROTHER-IN-LAW OF NANCY DAVENPORT-ENNIS, CHIEF EXECUTIVE OFFICER OF NATIONAL PATIENT ADVOCATE FOUNDATION.
FORM 990, PART VI, SECTION B, LINE 11THE FINANCE COMMITTEE OF THE BOARD OF DIRECTORS RECEIVES A DRAFT COPY OF THE FORM 990 THEN SUBSEQUENTLY REVIEWS IT FOR ACCURACY AND COMPLIANCE. ONCE IT IS APPROVED BY THE FINANCE COMMITTEE, ALL MEMBERS OF THE EXECUTIVE BOARD OF DIRECTORS RECEIVE THE FINAL COPY OF THE FORM 990 FOR REVIEW AND APPROVAL AND IS SO NOTED IN THE BOARD MEETING MINUTES.
FORM 990, PART VI, SECTION B, LINE 12CMEMBERS OF THE NPAF BOARD OF DIRECTORS ARE REQUIRED TO REVIEW AND SIGN THE CONFLICT OF INTEREST POLICY UPON ESTABLISHING MEMBERSHIP ON THE BOARD AND AGAIN ANNUALLY AT THE DIRECTION OF THE EXECUTIVE COMMITTEE. 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 15NATIONAL PATIENT ADVOCATE FOUNDATION COMMISSIONS INDEPENDENT COMPENSATION STUDIES THAT UTILIZE NATIONAL COMPARABILITY DATA OF ORGANIZATIONS SIMILAR IN MISSION, SIZE AND REVENUES. NPAF HAS A COMPENSATION AND BENEFITS COMMITTEE WITHIN THE BOARD OF DIRECTORS THAT CONSISTS OF FOUR (4) EXECUTIVE BOARD MEMBERS AND IS CHAIRED BY THE BOARD PRESIDENT. THIS COMMITTEE IS PROVIDED WITH THE INDEPENDENTLY PRODUCED 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 19NATIONAL PATIENT ADVOCATE FOUNDATION MAKES THEIR GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST.
FORM 990 - PART VII - SECTION A - COLUMN D / FORM 990 - SCHEDULE J - PART ITHE REPORTABLE COMPENSATION FROM THE ORGANIZATION PAID TO NANCY DAVENPORT-ENNIS, CEO, IN 2012 WAS INCLUSIVE OF A $280,000 RETIREMENT CATCH UP CONTRIBUTION ASSOCIATED WITH HER SERVICES AS FOUNDER AND CEO OVER THE PAST 15 YEARS. THE RETIREMENT CATCH UP CONTRIBUTION LEVEL WAS DEFINED AS APPROPRIATE THROUGH AN INDENPENDENT COMPENSATION AND RETIREMENT STUDY THAT WAS COMPLETED BY AN INDEPENDT COMPANSATION AND BENEFIT FIRM SELECTED BY THE BOARD OF DIRECTORS OF PAF AND NPAF. THE STUDY WAS COMPLETED IN 2010 AND PRESENTED TO THE BOARD OF DIRECTORS BY THE INDPENDENT PREPARERS FOR THEIR CONSIDERATION AND APPROVAL. THE BOARD OF DIRECTORS DEFINED AND APPROVED THE RETIREMENT CATCH UP CONTRIBUTION IN SEPTEMBER 2010 FOR PAYMENT BEGINNING IN DECEMBER 2010 AND CONTINUING FOR A 3 YEAR PERIOD ENDING IN DECEMBER 2012.
FORM 990, PART IX, LINE 11GCONSULTING EXPENSE: INDEPENDENT STUDIES: PROGRAM SERVICE EXPENSES 644,036. MANAGEMENT AND GENERAL EXPENSES 133,834. FUNDRAISING EXPENSES 22,389. TOTAL EXPENSES 800,259. CONSULTING EXPENSE: CERTIFIED CONSULTANT: PROGRAM SERVICE EXPENSES 252,900. MANAGEMENT AND GENERAL EXPENSES 52,554. FUNDRAISING EXPENSES 8,791. TOTAL EXPENSES 314,245.OTHER FEES
FORM 990 - PART XII - LINE 2CTHE FINANCE COMMITTEE REVIEWS AND APPROVES THE DRAFT OF THE AUDITED FINANCIAL STATEMENTS FOR ACCURACY AND COMPLIANCE. THE BOARD OF DIRECTORS RECEIVES THE FINAL COPY OF THE AUDITED FINANCIAL STATEMENTS WHEN IT IS COMPLETE AND APPROVED BY THE FINANCE COMMITTEE, SO NOTED IN THE MINUTES AND APPROVED BY THE BOARD. WHEN SELECTING A NEW AUDIT FIRM, NATIONAL PATIENT ADVOCATE FOUNDATION IDENTIFIES THREE RECOMMENDED REGIONAL FIRMS AND REQUEST PROPOSALS FROM THEM. THE INFORMATION IS REVIEWED AND THE FINAL SELECTION IS APPROVED BY THE FINANCE COMMITTEE.

Schedule R IRS990ScheduleR

Form990 Schedule R Part II Form990ScheduleRPartII

Name Of Disregarded Entity NameOfDisregardedEntity

FieldValueIRS element (for citing)
Business Name Line1PATIENT ADVOCATE FOUNDATIONBusinessNameLine1

Address US AddressUS

FieldValueIRS element (for citing)
Address Line1421 BUTLER FARM ROADAddressLine1
CityHAMPTONCity
StateVAState
ZIP Code23666ZIPCode
FieldValueIRS element (for citing)
EIN541806317EIN
Primary ActivitiesASSIST PATIENTS WITH GAINING FINANCIAL STABILITY AND ACCESS TO MEDICAL CARE.PrimaryActivities
Legal Domicile StateVALegalDomicileState
Exempt Code Section501(C)(3)ExemptCodeSection
Public Charity StatusLINE 7PublicCharityStatus

Direct Controlling Entity Name DirectControllingEntityName

FieldValueIRS element (for citing)
Business Name Line1PATIENT ADVOCATE IS THE SISTER ORGANIZATION TO NATIONAL PATIENT ADVOCATEBusinessNameLine1
FieldValueIRS element (for citing)
Controlled Org0ControlledOrg
FieldValueIRS element (for citing)
Receipt Of Int Ann Rents Royalties0ReceiptOfIntAnnRentsRoyalties
Gift Grant Or Cap Contr To Other Org0GiftGrantOrCapContrToOtherOrg
Gift Grant Or Cap Contr Fr Other Org1GiftGrantOrCapContrFrOtherOrg
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrg
Loans Or Guarantees From Other Org0LoansOrGuaranteesFromOtherOrg
Dividends Related Organization0DividendsRelatedOrganization
Sale Of Assets To Other Org0SaleOfAssetsToOtherOrg
Purchase Of Assets From Other Org0PurchaseOfAssetsFromOtherOrg
Exchange Of Assets0ExchangeOfAssets
Rental Of Facilities To Other Orgs0RentalOfFacilitiesToOtherOrgs
Rental Of Facilities Fr Other Orgs0RentalOfFacilitiesFrOtherOrgs
Perform Of Services For Other Orgs1PerformOfServicesForOtherOrgs
Perform Of Services By Other Orgs0PerformOfServicesByOtherOrgs
Sharing Of Facilities1SharingOfFacilities
Sharing Of Paid Employees1SharingOfPaidEmployees
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrg
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrg
Other Transfer To Other Org0OtherTransferToOtherOrg
Other Transfer From Other Org0OtherTransferFromOtherOrg

Transactions Related Orgs Table TransactionsRelatedOrgsTable (2 entries)

Transaction TypeTransactionTypeAmount InvolvedAmountInvolved
PATIENT ADVOCATE FOUNDATION
L377500
PATIENT ADVOCATE FOUNDATION
C100000

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