PATIENT ADVOCATE FOUNDATION INC: Form 990, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- PATIENT ADVOCATE FOUNDATION INC (EIN 54-1806317)
- Tax period
- 2010-07-01 to 2011-06-30
- Filed
- 2011-11-14
- IRS object ID
- 201143189349302259
- Schema version
- 2010v3.4
- 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) |
|---|---|---|
| Timestamp | 2011-11-14T09:31:27-06:00 | Timestamp |
| Tax Period End Date | 2011-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DIXON HUGHES GOODMAN LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 701 TOWN CENTER DRIVE SUITE 700 | AddressLine1 |
| City | NEWPORT NEWS | City |
| State | VA | State |
| ZIP Code | 236064295 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2010-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 541806317 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PATIENT ADVOCATE FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | PATI | NameControl |
| Phone | 8005325274 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 421 BUTLER FARM ROAD | AddressLine1 |
| City | HAMPTON | City |
| State | VA | State |
| ZIP Code | 23666 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | NANCY DAVENPORT-ENNIS | Name |
| Title | CHIEF EXECUTIVE OFFICER | Title |
| Phone | 7578736668 | Phone |
| Date Signed | 2011-11-09 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JAMES M HAGGARD | Name |
| Phone | 7578731033 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | NANCY DAVENPORT-ENNIS | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 421 BUTLER FARM ROAD | AddressLine1 |
| City | HAMPTON | City |
| State | VA | State |
| ZIP Code | 23666 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 45385404 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.PATIENTADVOCATE.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1996 | YearFormation |
| State Legal Domicile | VA | StateLegalDomicile |
| Activity Or Mission Description | PATIENT ADVOCATE FOUNDATION IS A NATIONAL NON-PROFIT 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. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 14 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 12 | NbrIndependentVotingMembers |
| Total Nbr Employees | 249 | TotalNbrEmployees |
| Total Nbr Volunteers | 31 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 33316237 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 40570618 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 1731075 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 3915224 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 303329 | InvestmentIncomePriorYear |
| Investment Income Current Year | 270932 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 109778 | OtherRevenuePriorYear |
| Other Revenue Current Year | 252197 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 35460419 | TotalRevenuePriorYear |
| Total Revenue Current Year | 45008971 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 13535559 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 19119842 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 8086038 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 11430684 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 1161846 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 4137675 | OtherExpensePriorYear |
| Other Expenses Current Year | 5291913 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 25759272 | TotalExpensesPriorYear |
| Total Expenses Current Year | 35842439 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 9701147 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 9166532 | RevenuesLessExpensesCY |
| Total Assets BOY | 36953148 | TotalAssetsBOY |
| Total Assets EOY | 46120293 | TotalAssetsEOY |
| Total Liabilities BOY | 3468557 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 3484941 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 33484591 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 42635352 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | PATIENT ADVOCATE FOUNDATION IS A NATIONAL NON-PROFIT 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. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 8815337 | Expense |
| Grants | 700305 | Grants |
| Revenue | 252998 | Revenue |
| Description | PATIENT ADVOCATE 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 WORK 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 PAF PROFESSIONAL CASE MANAGEMENT STAFF DIRECTLY ASSISTED 33,903 INDIVIDUALS IN FY10/11. ON AVERAGE, CASE MANAGERS MADE 12.5 CONTACTS ON BEHALF OF EACH PATIENT TO RELEVANT STAKEHOLDERS IN ORDER TO BRING RESOLUTION TO THE PATIENTS ACCESS ISSUE. PAF HAS AN ESTABLISHED PUBLICATIONS COMMITTEE THAT IS RESPONSIBLE FOR PUBLISHING NEW PATIENT EDUCATION MATERIALS THAT ARE WIDELY USED WITH PAF PATIENTS AS WELL AS PROVIDED TO OTHER ORGANIZATIONS AND FACILITIES FOR USE WITH PATIENTS. PAF HAS AUTHORED A TOTAL OF 28 PATIENT EDUCATIONAL PUBLICATIONS. IN FY10/11, PAF BEGAN WRITING TWO FULL LENGTH PUBLICATIONS: "MEDICARE - ANSWERING YOUR QUESTIONS" AND "THE NATIONAL UNINSURED RESOURCE DIRECTORY". THE PAF PUBLICATION COMMITTEE PUBLISHED A 1 PAGE ARTICLE IN THE WINTER 2010 WOMEN'S MAGAZINE TITLED "HEALTHCARE REFORM: HOW WILL IT AFFECT YOU?" ADDITIONALLY, IN FY10/11 PAF SERVED AS PEER REVIEWERS AND PROVIDED EDITS ON MULTIPLE NATIONAL ORGANIZATION'S PUBLICATIONS TO INCLUDE: THE LEUKEMIA & LYMPHOMA SOCIETY'S BOOKLET, "FINANCIAL HEALTH MATTERS"; SUPPORT FOR PEOPLE WITH ORAL AND HEAD AND NECK CANCER (SPOHNC)'S BOOK, "MEETING THE CHALLENGES OF ORAL & HEAD & NECK CANCER: A SURVIVOR'S GUIDE" CHAPTER 9 "MEETING THE CHALLENGES OF INSURANCE ISSUES"; THE NATIONAL CHILDREN'S CANCER SOCIETY'S, "THE MOUNTAIN YOU HAVE CLIMBED: A YOUNG ADULT'S GUIDE TO CHILDHOOD CANCER SURVIVORSHIP" AND "THE MOUNTAIN YOU HAVE CLIMBED: A PARENT'S GUIDE TO CHILDHOOD CANCER SURVIVORSHIP". LASTLY, THE FOUNDATION'S PUBLICATION COMMITTEE TRANSLATED THE FULL LENGTH PUBLICATION "LIGHTING THE WAY: CLINICAL TRIALS GUIDE" INTO SPANISH. THE FOUNDATION'S DIRECT PATIENT SERVICES STAFF PROVIDED FOLLOW UP EDUCATIONAL MATERIALS TO ALL PATIENTS SERVED BY PAF. THE FOUNDATION'S CASE MANAGEMENT STAFF SELECTS APPROPRIATE EDUCATIONAL MATERIALS FROM OVER 300 PUBLICATIONS AVAILABLE IN THE PAF RESOURCE CENTER. THESE PUBLICATIONS INCLUDE THOSE AUTHORED BY PAF AS WELL AS MATERIALS PUBLISHED BY GOVERNMENT AGENCIES, VARIOUS NON-PROFIT HEALTHCARE ORGANIZATIONS, ACADEMIC INSTITUTIONS, HEALTHCARE PROVIDERS AND FACILITIES AS WELL AS FOR PROFIT HEALTHCARE COMPANIES. PAF DISTRIBUTED 96,689 PIECES OF EDUCATIONAL MATERIAL IN CUSTOMIZED PATIENT EDUCATION PACKETS TO THOSE PATIENTS WE SERVED IN FY10/11. DURING FY10/11, THE PAF DIRECT PATIENT SERVICES TEAM ALSO CONDUCTED EDUCATIONAL OUTREACH AT THE LOCAL, REGIONAL AND NATIONAL LEVELS WITH THE GOAL OF EDUCATING HEALTHCARE PROFESSIONALS, NON-PROFIT ORGANIZATIONS AND THE GENERAL PUBLIC ABOUT THE SERVICES OFFERED BY PAF. 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. THESE TARGETED OUTREACH POPULATIONS INCLUDE THE AFRICAN AMERICAN POPULATION, HISPANIC/LATINO POPULATIONS, THE MEDICARE POPULATION AND THE HEMATOLOGIC CANCER PATIENT POPULATION. IN FY10/11 PAF DISTRIBUTED OVER 59,000 EDUCATIONAL PUBLICATIONS THROUGH THESE OUTREACH EVENTS.THROUGH PATIENT ADVOCATE FOUNDATIONS SCHOLARSHIP FOR SURVIVORS, 11 SCHOLARSHIPS ARE 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. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 21711008 | Expense |
| Grants | 18419537 | Grants |
| Description | IN FY10/11, PAF PROVIDED CO-PAYMENT ASSISTANCE TO 13,781 QUALIFIED PATIENTS THROUGH THE CO-PAY RELIEF PROGRAM. SINCE ITS INCEPTION IN 2004, PAF HAS PROVIDED CO-PAYMENT ASSISTANCE TO OVER 50,000 INDIVIDUALS ALLOCATING MORE THAN $130,000 MILLION DOLLARS IN CO-PAYMENT AWARDS.LAUNCHED IN 2004, THE PATIENT ADVOCATE FOUNDATION (PAF) CO-PAY RELIEF PROGRAM (CPR) CURRENTLY PROVIDES DIRECT FINANCIAL SUPPORT TO INSURED PATIENTS, INCLUDING PRIVATELY INSURED, EMPLOYER SPONSORED AND MEDICARE PART D BENEFICIARIES, WHO FINANCIALLY AND MEDICALLY QUALIFY TO FULFILL THEIR OUT OF POCKET CO-PAYMENT RESPONSIBILITIES, THUS, INSURING ACCESS TO NEEDED THERAPIES. THE PROGRAM OFFERS PERSONAL SERVICE TO ALL PATIENTS THROUGH THE USE OF CALL COUNSELORS; PERSONALLY GUIDING PATIENTS THROUGH THE ENROLLMENT AND BENEFIT PROCESS.PAF'S CO-PAY RELIEF PROGRAM (CPR) CURRENTLY ASSISTS PATIENTS WHO ARE BEING TREATED FOR BREAST, COLON, HEAD & NECK, KIDNEY, LUNG, LYMPHOMA, NONSQUOMOUS NON-SMALL CELL LUNG (NSCLC), PANCREATIC AND PROSTATE CANCERS, AUTOIMMUNE DISORDERS, CHEMOTHERAPY INDUCED ANEMIA OR NEUTROPENIA, CUTANEOUS T-CELL LYMPHOMA, DIABETES, HEPATITIS C, MALIGNANT BRAIN TUMORS, MULTIPLE MYELOMA, MYELODYSPLASTIC SYNDROME, OSTEOPOROSIS, PAIN, RHEUMATOID ARTHRITIS AND SARCOMA.CURRENTLY THE PAF CO-PAY RELIEF PROGRAM OFFERS A DEDICATED, SECURE WEB SITE FOR MEDICAL PROVIDERS TO ENROLL ELECTRONICALLY FOR THE CPR PROGRAM ON BEHALF OF THEIR PATIENTS. AS WELL, CPR OFFERS A DEDICATED, SECURE WEB BASED APPLICATION FOR PATIENTS TO ENROLL ELECTRONICALLY FOR THE CO-PAY RELIEF PROGRAM (CPR) DIRECTLY FROM THE CPR WEBSITE. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 2354439 | Expense |
| Revenue | 3915224 | Revenue |
| Description | IN FY08/09 PAF ENTERED INTO A TRANSPARENT SERVICE ADMINISTRATION CONTRACT WITH A NATIONAL NON-PROFIT ORGANIZATION. PAF HAS BEEN CONTRACTED TO PROVIDE FULL SERVICE, TRANSPARENT ADMINISTRATION SERVICES TO QUALIFIED PATIENTS THAT ENTER THEIR CO-PAY ASSISTANCE PROGRAM. PAF CONTINUED TO PROVIDE THIS CONTRACTUAL SERVICE DURING FY10/11 AND WAS PAID ADMINISTRATION FEES ON A MONTHLY BASIS THROUGH THIS SERVICE CONTRACT. PAF ADMINISTERED SERVICES TO 16,195 PATIENTS IN FY10/11 THROUGH THIS CONTRACT. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 32880784 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 1 | LobbyingActivities |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 0 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 1 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 1 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 1 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 1 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 1 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 8 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 249 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 1 | NonDeductibleContributions |
| Non Deductible Disclosure | 1 | NonDeductibleDisclosure |
| Quid Pro Quo Contributions | 1 | QuidProQuoContributions |
| Quid Pro Quo Disclosure | 1 | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 14 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 12 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 1 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | VA | StatesWhereCopyOfReturnIsFiled |
| Own Website | X | OwnWebsite |
| Other Website | X | OtherWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CORPORATE OFFICE | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 7578736668 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 421 BUTLER FARM ROAD | AddressLine1 |
| City | HAMPTON | City |
| State | VA | State |
| ZIP Code | 23666 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | X | InfoInScheduleOPartVII |
Form990 Part VII Section A Form990PartVIISectionA (22 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|
| NANCY DAVENPORT-ENNIS SEE SCH O | |||||||
| CHIEF EXECUTIVE OFFICER | 40.00 | X | X | 450711 | 100000 | 8696 | |
| JOHN H ENNIS | |||||||
| CHIEF DEVELOPMENT OFFICER | 40.00 | X | 119279 | 0 | 8696 | ||
| DENNIS A GASTINEAU | |||||||
| PRESIDENT | 5.00 | X | X | 0 | 0 | 0 | |
| LEAH ARNETT | |||||||
| SECRETARY | 5.00 | X | X | 0 | 0 | 0 | |
| ALAN J BALCH | |||||||
| FINANCE COMMITTEE | 5.00 | X | 0 | 0 | 0 | ||
| PEARL MOORE | |||||||
| FINANCE COMMITTEE | 5.00 | X | 0 | 0 | 0 | ||
| JOHN L MURPHY | |||||||
| FINANCE COMMITTEE | 5.00 | X | 0 | 0 | 0 | ||
| BRUCE AVERY | |||||||
| BOARD MEMBER | 5.00 | X | 0 | 0 | 0 | ||
| CHRISTIAN DOWNS | |||||||
| BOARD MEMBER | 5.00 | X | 0 | 0 | 0 | ||
| MARTHA E GAINES | |||||||
| BOARD MEMBER | 5.00 | X | 0 | 0 | 0 | ||
| DEBORAH PARHAM HOPSON | |||||||
| BOARD MEMBER | 5.00 | X | 0 | 0 | 0 | ||
| LOVELL JONES | |||||||
| BOARD MEMBER | 5.00 | X | 0 | 0 | 0 | ||
| ROY RAMTHUN | |||||||
| BOARD MEMBER | 5.00 | X | 0 | 0 | 0 | ||
| REED V TUCKSON | |||||||
| BOARD MEMBER | 5.00 | X | 0 | 0 | 0 | ||
| FRAN CASTELLOW | |||||||
| PRESIDENT, OPERATIONS | 40.00 | X | 144119 | 0 | 1125 | ||
| DYNELLE LUNSFORD | |||||||
| CHIEF FINANCIAL OFFICER | 40.00 | X | 108244 | 18900 | 4005 | ||
| WILLIAM NASON | |||||||
| CHIEF OPERATIONS OFFICER | 40.00 | X | 157567 | 0 | 12626 | ||
| BETH PATTERSON | |||||||
| PRESIDENT, MISSION DELIVERY | 40.00 | X | 137606 | 0 | 7054 | ||
| ERIN MOARATTY | |||||||
| CHIEF OF EXTERNAL COMMUNICATIONS | 40.00 | 108938 | 0 | 4506 | X | ||
| ALAN RICHARDSON | |||||||
| CHIEF CORPORATE DEVELOPMENT OPERATIONS OFFICER | 40.00 | 107186 | 0 | 5591 | X | ||
| JONATHAN SANDS | |||||||
| EVP OF NATIONAL ACCOUNTS | 40.00 | 154846 | 0 | 5221 | X | ||
| ANGELA WOOD | |||||||
| CHIEF HUMAN RESOURCE OFFICER | 40.00 | 121400 | 0 | 2505 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 1609896 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 118900 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 60025 | TotalOtherCompensation |
| Number Individuals GT100 K | 10 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (2 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| SCHMIDT PUBLIC AFFAIRS LLC | |||||
| 917 PRINCE STREET | ALEXANDRIA | VA | 22314 | CONSULTING / PUBLIC RELATIONS | 283941 |
| HEADWAY CORPORATE RESOURCES | |||||
| PO BOX 785381 | PHILADELPHIA | PA | 19178 | TEMPORARY STAFFING | 228204 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 2 | NumberOfContractorsGT100K |
| Membership Dues | 175000 | MembershipDues |
| Fundraising Events | 309407 | FundraisingEvents |
| Government Grants | 1296070 | GovernmentGrants |
| All Other Contributions | 38790141 | AllOtherContributions |
| Noncash Contributions | 73821 | NoncashContributions |
| Total Contributions | 40570618 | TotalContributions |
Program Service Revenue ProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | SERVICE CONTRACTS | Description |
| Business Code | 541900 | BusinessCode |
| Total Revenue Column | 3915224 | TotalRevenueColumn |
| Related Or Exempt Function Income | 3915224 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 3915224 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 271544 | TotalRevenueColumn |
| Exclusion | $271,544 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 325000 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 325612 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -612 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -612 | TotalRevenueColumn |
| Exclusion | -$612 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 50020 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 309407 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 50821 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -801 | TotalRevenueColumn |
| Exclusion | -$801 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | 12744 | GrossSalesOfInventory |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 12744 | TotalRevenueColumn |
| Related Or Exempt Function Income | 12744 | RelatedOrExemptFunctionIncome |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | DATA SALES | Description |
| Business Code | 541900 | BusinessCode |
| Total Revenue Column | 240254 | TotalRevenueColumn |
| Related Or Exempt Function Income | 240254 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 240254 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 45008971 | TotalRevenueColumn |
| Related Or Exempt Function Income | 4168222 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $270,131 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1279 | Total |
| Program Services | 1279 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 19118563 | Total |
| Program Services | 19118563 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1399696 | Total |
| Program Services | 324396 | ProgramServices |
| Management And General | 528911 | ManagementAndGeneral |
| Fundraising | 546389 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8311159 | Total |
| Program Services | 7388492 | ProgramServices |
| Management And General | 710223 | ManagementAndGeneral |
| Fundraising | 212444 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 104339 | Total |
| Program Services | 95197 | ProgramServices |
| Management And General | 6722 | ManagementAndGeneral |
| Fundraising | 2420 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 890144 | Total |
| Program Services | 759186 | ProgramServices |
| Management And General | 111383 | ManagementAndGeneral |
| Fundraising | 19575 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 725346 | Total |
| Program Services | 586527 | ProgramServices |
| Management And General | 85244 | ManagementAndGeneral |
| Fundraising | 53575 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 38481 | Total |
| Program Services | 35254 | ProgramServices |
| Management And General | 2322 | ManagementAndGeneral |
| Fundraising | 905 | Fundraising |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 45334 | Total |
| Program Services | 4702 | ProgramServices |
| Management And General | 40632 | ManagementAndGeneral |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 820000 | Total |
| Program Services | 763690 | ProgramServices |
| Management And General | 32000 | ManagementAndGeneral |
| Fundraising | 24310 | Fundraising |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 322346 | Total |
| Program Services | 281633 | ProgramServices |
| Management And General | 29377 | ManagementAndGeneral |
| Fundraising | 11336 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 344732 | Total |
| Program Services | 322133 | ProgramServices |
| Management And General | 11796 | ManagementAndGeneral |
| Fundraising | 10803 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1713579 | Total |
| Program Services | 1587594 | ProgramServices |
| Management And General | 53390 | ManagementAndGeneral |
| Fundraising | 72595 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 817449 | Total |
| Program Services | 749488 | ProgramServices |
| Management And General | 47786 | ManagementAndGeneral |
| Fundraising | 20175 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 350651 | Total |
| Program Services | 263056 | ProgramServices |
| Management And General | 6974 | ManagementAndGeneral |
| Fundraising | 80621 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 336709 | Total |
| Program Services | 199621 | ProgramServices |
| Management And General | 40372 | ManagementAndGeneral |
| Fundraising | 96716 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 99075 | Total |
| Program Services | 89746 | ProgramServices |
| Management And General | 6081 | ManagementAndGeneral |
| Fundraising | 3248 | Fundraising |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 314532 | Total |
| Program Services | 291126 | ProgramServices |
| Management And General | 17161 | ManagementAndGeneral |
| Fundraising | 6245 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 58373 | Total |
| Program Services | 19101 | ProgramServices |
| Management And General | 38783 | ManagementAndGeneral |
| Fundraising | 489 | Fundraising |
Other Expenses OtherExpenses (2 entries)
| DescriptionDescription | TotalTotal | Management And GeneralManagementAndGeneral |
|---|---|---|
| BAD DEBTS | 25000 | 25000 |
| LOSS ON ABANDONMENT OF | 5652 | 5652 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 35842439 | Total |
| Program Services | 32880784 | ProgramServices |
| Management And General | 1799809 | ManagementAndGeneral |
| Fundraising | 1161846 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2688952 | BOY |
| EOY | 3187235 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 31143707 | BOY |
| EOY | 39301787 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 120611 | BOY |
| EOY | 102925 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 312373 | BOY |
| EOY | 581659 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 69359 | BOY |
| EOY | 86957 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 260049 | BOY |
| EOY | 235869 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 2377309 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 835298 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1178231 | BOY |
| EOY | 1542011 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1065492 | BOY |
| EOY | 973310 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 114374 | BOY |
| EOY | 108540 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 36953148 | BOY |
| EOY | 46120293 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 494944 | BOY |
| EOY | 631953 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2407856 | BOY |
| EOY | 2322968 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 565757 | BOY |
| EOY | 530020 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3468557 | BOY |
| EOY | 3484941 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1275392 | BOY |
| EOY | 2360255 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 30234822 | BOY |
| EOY | 38331347 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1974377 | BOY |
| EOY | 1943750 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 33484591 | BOY |
| EOY | 42635352 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 36953148 | BOY |
| EOY | 46120293 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 9166532 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -15771 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | 1 | FederalGrantAuditRequired |
| Federal Grant Audit Performed | 1 | FederalGrantAuditPerformed |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 9421995 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 12635463 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 12260926 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 19914737 | CurrentTaxYearMinus1Year |
| Current Tax Year | 22345618 | CurrentTaxYear |
| Total | 76578739 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 9421995 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 12635463 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 12260926 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 19914737 | CurrentTaxYearMinus1Year |
| Current Tax Year | 22345618 | CurrentTaxYear |
| Total | 76578739 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 33254312 | AmountsSubstContributorsTotal |
| Public Support Total170 | 43324427 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 953827 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 796707 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 532116 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 303332 | CurrentTaxYearMinus1Year |
| Current Tax Year | 271544 | CurrentTaxYear |
| Total | 2857526 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 79436265 | TotalSupport |
| Gross Receipts From Admissions Etc | 15536727 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.54540 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.56080 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule C IRS990ScheduleC
Total Direct Lobbying TotalDirectLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 820000 | FilingOrganizationsTotals |
Total Lobbying Expenditures TotalLobbyingExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 820000 | FilingOrganizationsTotals |
Other Exempt Purpose Expenditures OtherExemptPurposeExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 35022439 | FilingOrganizationsTotals |
Total Exempt Purpose Expenditures TotalExemptPurposeExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 35842439 | FilingOrganizationsTotals |
Lobbying Nontaxable LobbyingNontaxableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 1000000 | FilingOrganizationsTotals |
Grassroots Nontaxable GrassrootsNontaxableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 250000 | FilingOrganizationsTotals |
Tot Lobbying Grassroot Minus Non Tx TotLobbyingGrassrootMinusNonTx
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 0 | FilingOrganizationsTotals |
Tot Lobby Expend Mns Lobbying Nontx TotLobbyExpendMnsLobbyingNontx
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 0 | FilingOrganizationsTotals |
Lobbying Nontaxable Amount2 LobbyingNontaxableAmount2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | 1000000 | CurrentYearMinus3 |
| Current Year Minus2 | 1000000 | CurrentYearMinus2 |
| Current Year Minus1 | 1000000 | CurrentYearMinus1 |
| Current Year | 1000000 | CurrentYear |
| Total | 4000000 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $6,000,000 | LobbyingCeilingAmount |
Total Lobbying Expenditures2 TotalLobbyingExpenditures2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | 675000 | CurrentYearMinus3 |
| Current Year Minus2 | 490000 | CurrentYearMinus2 |
| Current Year Minus1 | 600000 | CurrentYearMinus1 |
| Current Year | 820000 | CurrentYear |
| Total | 2585000 | Total |
Grassroots Nontaxable Amount2 GrassrootsNontaxableAmount2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | 250000 | CurrentYearMinus3 |
| Current Year Minus2 | 250000 | CurrentYearMinus2 |
| Current Year Minus1 | 250000 | CurrentYearMinus1 |
| Current Year | 250000 | CurrentYear |
| Total | 1000000 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $1,500,000 | GrassrootsCeilingAmount |
Schedule D IRS990ScheduleD
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 1974377 | BeginningOfYearBalance |
| Investment Earnings Or Losses | -30627 | InvestmentEarningsOrLosses |
| End Of Year Balance | 1943750 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 1975136 | BeginningOfYearBalance |
| Investment Earnings Or Losses | -759 | InvestmentEarningsOrLosses |
| End Of Year Balance | 1974377 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 1937483 | BeginningOfYearBalance |
| Investment Earnings Or Losses | 37653 | InvestmentEarningsOrLosses |
| End Of Year Balance | 1975136 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Permanent Endowment EOY Balance | 1.00000 | PermanentEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 78896 | OtherCostOrOtherBasis |
| Depreciation | 2250 | Depreciation |
| Book Value | 76646 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1547970 | OtherCostOrOtherBasis |
| Depreciation | 768926 | Depreciation |
| Book Value | 779044 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 750443 | OtherCostOrOtherBasis |
| Depreciation | 64122 | Depreciation |
| Book Value | 686321 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 1542011 | TotalOfBookValueLandBuildings |
Other Liabilities OtherLiabilities (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| ACCRUED VACATION | $406,593 |
| LEASE OBLIGATION | $123,427 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 530020 | TotalOfAmounts |
| Total Revenue | 45008971 | TotalRevenue |
| Total Expenses | 35842439 | TotalExpenses |
| Excess Or Deficit For Year | 9166532 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | -15771 | NetUnrealizedGLOnInvestments |
| Total Adjustments | -15771 | TotalAdjustments |
| Excess Or Deficit Per FS | 9150761 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 45136899 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | -15771 | NetUnrealizedGainsInvestments |
| Donated Srvc And Use Of Facilities | 92878 | DonatedSrvcAndUseOfFacilities |
| Revenue Not Rptd F990 | 77107 | RevenueNotRptdF990 |
| Revenue Subtotal | 45059792 | RevenueSubtotal |
| Other Revenues Not Included | -50821 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | -50821 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 45008971 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 35986138 | TotExpensesEtcAuditedFinclStmt |
| Donated Services Use Of Facilities | 92878 | DonatedServicesUseOfFacilities |
| Other Expenses Included | 50821 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 143699 | ExpensesNotRptdF990 |
| Expenses Subtotal | 35842439 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 35842439 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (3 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: | 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 EXCEPT IN THE EVENT OF A CATASTROPHIC EVENT SUCH AS TOTAL FINANCIAL COLLAPSE OF FUNDING RECEIVABLES. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | DIRECT EXPENSES FOR FUNDRAISING EVENT -50,821. | |
| PART XIII, LINE 2D - OTHER ADJUSTMENTS: | DIRECT EXPENSES FOR FUNDRAISING EVENT 50,821. |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | PROMISE OF HOPE | NameOfEvent1 |
| Gross Receipts Event1 | 359427 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 309407 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 50020 | GrossRevenueEvent1 |
| Rent Facility Costs Event1 | 4276 | RentFacilityCostsEvent1 |
| Food And Beverage Event1 | 38544 | FoodAndBeverageEvent1 |
| Entertainment Event1 | 8000 | EntertainmentEvent1 |
| Gross Receipts Total | 359427 | GrossReceiptsTotal |
| Charitable Contributions Total | 309407 | CharitableContributionsTotal |
| Gross Revenue Total Events | 50020 | GrossRevenueTotalEvents |
| Rent Facility Costs Total Events | 4276 | RentFacilityCostsTotalEvents |
| Food And Beverage Total Events | 38544 | FoodAndBeverageTotalEvents |
| Entertainment Total Events | 8000 | EntertainmentTotalEvents |
| Direct Expense Summary Events | 50820 | DirectExpenseSummaryEvents |
| Net Income Summary | -800 | NetIncomeSummary |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Form990 Schedule I Part III Form990ScheduleIPartIII (4 entries)
| Type Of GrantTypeOfGrant | Number Of RecipientsNumberOfRecipients | Amount Of Cash GrantAmountOfCashGrant |
|---|---|---|
| SCHOLARSHIPS | 11 | 31500 |
| CO PAY RELIEF ASSISTANCE | 14221 | 18419537 |
| COLORECTAL CARE LINE AWARDS | 1592 | 656163 |
| CANCER PREMIUM ASSISTANCE FUNDING | 18 | 11363 |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PROCEDURE FOR MONITORING GRANTS IN THE U.S.: | Identifier |
| Return Reference | PART I, LINE 2: | ReturnReference |
| Explanation | SCHEDULE I, PART I, LINE 2: THROUGH PATIENT ADVOCATE FOUNDATIONS SCHOLARSHIP FOR SURVIVORS, 11 SCHOLARSHIPS ARE 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. PATIENT ADVOCATE FOUNDATION'S COLORECTAL CARELINE PROVIDES A FINANCIAL ASSISTANCE GRANT OF $400 PER PATIENT FOR COLORECTAL PATIENTS IN NEED OF FINANCIAL ASSISTANCE RELATED TO COSTS ASSOCIATED WITH TRANSPORTATION TO AND FROM TREATMENT. PATIENT ADVOCATE FOUNDATION'S CANCER PREMIUM ASSISTANCE FUND PROVIDES CANCER PATIENTS WHO MEDICALLY AND FINANCIALLY QUALIFY WITH ASSISTANCE FOR THEIR INSURANCE PREMIUMS WHEN THEY CANNOT AFFORD THEM IN AN EFFORT TO MAINTAIN THEIR INSURANCE BENEFITS. THIS PROGRAM OFFERS PREMIUM ASSISTANCE TO CANCER PATIENTS WHO ARE COMMERCIALLY INSURED AND/OR ARE PURSUING A HIGH RISK POOL OR COBRA BENEFIT. PATIENTS WHO ARE APPROVED FOR SUPPORT RECEIVE A MAXIMUM AWARD AMOUNT OF $2,000, ENSURING THAT PREMIUM SUPPORT IS PROVIDED, IDEALLY, FOR A 4-6 MONTH PERIOD. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | X | CompensationCommittee |
| Independent Consultant | X | IndependentConsultant |
| Form990 Of Other Organizations | X | Form990OfOtherOrganizations |
| Written Employment Contract | X | WrittenEmploymentContract |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 1 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (3 entries)
| Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| NANCY DAVENPORT-ENNIS SEE SCH O | |||||||||||||
| 120711 | 100000 | 330000 | 0 | 0 | 0 | 0 | 0 | 8696 | 0 | 459407 | 100000 | 59588 | 50000 |
| WILLIAM NASON | |||||||||||||
| 157567 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 12626 | 0 | 170193 | 0 | 0 | 0 |
| JONATHAN SANDS | |||||||||||||
| 154846 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 5221 | 0 | 160067 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Reference | PART I, LINE 4A | ReturnReference |
| Explanation | JONATHAN SANDS - CONFIDENTIAL BASED ON TERMS OF EMPLOYMENT TERMINATION AGREEMENT | Explanation |
Schedule L IRS990ScheduleL
Form990 Schedule L Part IV Form990ScheduleLPartIV
Name Of Interested Person NameOfInterestedPerson
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | NANCY DAVENPORT-ENNIS | NamePerson |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship | CEO-NPAF | Relationship |
| Amount Of Transaction | 820000 | AmountOfTransaction |
| Description Of Transaction | RELATED ENTITY - NANCY DAVENPORT-ENNIS IS THE FOUNDER AND CHIEF EXECUTIVE OFFICER OF PATIENT ADVOCATE FOUNDATION. SHE IS ALSO THE CHIEF EXECUTIVE OFFICER OF NATIONAL PATIENT ADVOCATE FOUNDATION, A SISTER ORGANIZATION OF PATIENT ADVOCATE FOUNDATION. PATIENT ADVOCATE FOUNDATION HAS A CONSULTING AGREEMENT WITH NATIONAL PATIENT ADVOCATE FOUNDATION IN WHICH PATIENT ADVOCATE FOUNDATION PAYS NATIONAL PATIENT ADVOCATE FOUNDATION FEES TO REPRESENT THE POLICY INTERESTS OF PAF. | DescriptionOfTransaction |
| Sharing Of Revenues | 0 | SharingOfRevenues |
Schedule M IRS990ScheduleM
Works Of Art WorksOfArt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 28 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 5367 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | RETAIL VALUE | MethodOfDeterminingRevenues |
Clothing And Household Goods ClothingAndHouseholdGoods
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Noncash Contribs Rptd F990 | 18947 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | RETAIL VALUE | MethodOfDeterminingRevenues |
Collectibles Collectibles
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 30 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 6191 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | RETAIL VALUE | MethodOfDeterminingRevenues |
Other Non Cash Contributions Table OtherNonCashContributionsTable (3 entries)
| Non Cash CheckboxNonCashCheckbox | DescriptionDescription | Number Of ContributionsNumberOfContributions | Noncash Contribs Rptd F990NoncashContribsRptdF990 | Method Of Determining RevenuesMethodOfDeterminingRevenues |
|---|---|---|---|---|
| X | JEWELERY/ACCESSORIES | 107 | 7288 | RETAIL VALUE |
| X | GIFT BASKETS | 115 | 19978 | RETAIL VALUE |
| X | FURNITURE / FIXTURES | 3 | 16050 | RETAIL VALUE |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGifts |
| Third Parties Used | 0 | ThirdPartiesUsed |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (8 entries)
| IdentifierIdentifier | ExplanationExplanation | Return ReferenceReturnReference |
|---|---|---|
| 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, CHIEF EXECUTIVE OFFICER OF PATIENT ADVOCATE FOUNDATION. FRANCES CASTELLOW, PRESIDENT, OPERATIONS OF PATIENT ADVOCATE FOUNDATION, IS THE DAUGHTER OF NANCY DAVENPORT-ENNIS, CHIEF EXECUTIVE OFFICER OF PATIENT ADVOCATE FOUNDATION. JACK ENNIS, CHIEF DEVELOPMENT OFFICER AND CO-FOUNDER OF PATIENT ADVOCATE FOUNDATION, IS THE HUSBAND OF NANCY DAVENPORT-ENNIS,CHIEF EXECUTIVE OFFICER OF PATIENT ADVOCATE FOUNDATION. BETH PATTERSON,PRESIDENT, MISSION DELIVERY OF PATIENT ADVOCATE FOUNDATION, IS THE DAUGHTER OF NANCY DAVENPORT-ENNIS, CHIEF EXECUTIVE OFFICER 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. | |
| MEMBERS OF THE PAF 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 12C | |
| PATIENT ADVOCATE FOUNDATION COMMISSIONS INDEPENDENT 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 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 B, LINE 15 | |
| PATIENT ADVOCATE FOUNDATION MAKES AVAILABLE THE LAST 5 YEARS OF FORM 990'S, ANNUAL REPORTS AND CURRENT LIST OF BOARD MEMBERS ON THE ORGANIZATION WEBSITE, WWW.PATIENTADVOCATE.ORG UNDER THE "MEET PAF" SECTION. ADDITIONALLY, PAF MAKES AVAILABLE THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, ARCHIVED FORM 990'S (OLDER THAN 5 YEARS) AND AUDITED FINANCIAL STATEMENTS (OLDER THAN 5 YEARS) UPON REQUEST. | FORM 990, PART VI, SECTION C, LINE 19 | |
| THE REPORTABLE COMPENSATION FROM THE ORGANIZATION PAID TO NANCY DAVENPORT-ENNIS, CEO, IN 2010 WAS INCLUSIVE OF A $280,000 RETIREMENT CATCH UP CONTRIBUTION ASSOCIATED WITH HER SERVICES AS FOUNDER AND CEO OVER THE PAST 14 YEARS. THE RETIREMENT CATCH UP CONTRIBUTION LEVEL WAS DEFINED AS APPROPRIATE THROUGH AN INDEPENDENT EXECUTIVE COMPENSATION AND RETIREMENT STUDY THAT WAS COMPLETED BY AN INDEPENDENT COMPENSATION 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 INDEPENDENT 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 VII - SECTION A - COLUMN D / FORM 990 - SCHEDULE J - PART I | |
| CHANGES IN NET ASSETS OR FUND BALANCES: | NET UNREALIZED LOSSES ON INVESTMENTS: -15,771. | FORM 990, PART XI, LINE 5: |
| OVERSIGHT / SELECTION PROCESS | NO CHANGES WERE MADE TO THE ORGANIZATION'S OVERSIGHT PROCESS OR SELECTION PROCESS DURING THE TAX YEAR. | PART XI, LINE 2C |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NATIONAL PATIENT ADVOCATE FOUNDATION (NPAF) | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 725 15TH STREET | AddressLine1 |
| City | WASHINGTON | City |
| State | DC | State |
| ZIP Code | 20005 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 541839226 | EIN |
| Primary Activities | SEEKS TO REMOVE OBSTACLES TO HEALTHCARE ACCESS FOR PATIENTS | PrimaryActivities |
| Legal Domicile State | VA | LegalDomicileState |
| Exempt Code Section | 501(C)(4) | ExemptCodeSection |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PAF IS A SISTER ORG TO NPAF MS ENNIS CEO OF BOTH IS PAID FROM EACH ENTITY | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Org | 0 | ControlledOrg |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 0 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 0 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 1 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 1 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 1 | SharingOfFacilities |
| Sharing Of Paid Employees | 1 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 1 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 1 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable
Name Of Other Organization NameOfOtherOrganization
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NATIONAL PATIENT ADVOCATE FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | L | TransactionType |
| Amount Involved | 820000 | AmountInvolved |
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