PATIENT ACCESS NETWORK FOUNDATION: Form 990, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- PATIENT ACCESS NETWORK FOUNDATION (EIN 20-1184743)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-08-28
- IRS object ID
- 202602409349301015
- Schema version
- 2025v4.2
- 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 I
- Schedule J
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-08-28T12:37:52-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 882730877 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHERRY BEKAERT ADVISORY LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1111 METROPOLITAN AVE STE 900 | AddressLine1Txt |
| City | CHARLOTTE | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28204 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 201184743 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PATIENT ACCESS NETWORK FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PATI | BusinessNameControlTxt |
| Phone | 2023479272 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1032 15TH ST NW 413 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20005 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KEVIN HAGAN | PersonNm |
| Person Title | PRESIDENT & CEO | PersonTitleTxt |
| Phone | 2023479272 | PhoneNum |
| Signature | 2026-08-26 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BREE-ANN WEIDNER | PreparerPersonNm |
| PTIN | P01319397 | PTIN |
| Phone | 7043771678 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | KEVIN HAGAN | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1032 15TH ST NW 413 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20005 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $243,247,947 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.PANFOUNDATION.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2004 | FormationYr |
| Legal Domicile State | DC | LegalDomicileStateCd |
| Activity Or Mission | AS A LEADING CHARITABLE FOUNDATION AND HEALTHCARE ADVOCACY ORGANIZATION, THE PAN FOUNDATION IS DEDICATED TO ACCELERATING ACCESS TO TREATMENT FOR THOSE WHO NEED IT MOST AND EMPOWERING PATIENTS ON THEIR HEALTHCARE JOURNEYS. WE PROVIDE CRITICAL FINANCIAL ASSISTANCE FOR TREATMENT COSTS, ADVOCATE FOR POLICY SOLUTIONS THAT EXPAND ACCESS TO CARE, AND DELIVER EDUCATION ON COMPLEX TOPICS - ALL DRIVEN BY OUR BELIEF THAT EVERYONE DESERVES ACCESS TO AFFORDABLE, EQUITABLE HEALTHCARE. | ActivityOrMissionDesc |
| Voting Members Governing Body | 15 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 15 | VotingMembersIndependentCnt |
| Total Employee | 189 | TotalEmployeeCnt |
| Total Volunteers | 4 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $191,793,542 | PYContributionsGrantsAmt |
| CY Contributions Grants | $216,962,274 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $10,929,238 | PYInvestmentIncomeAmt |
| CY Investment Income | $13,583,491 | CYInvestmentIncomeAmt |
| PY Other Revenue | $295,493 | PYOtherRevenueAmt |
| CY Other Revenue | $264,029 | CYOtherRevenueAmt |
| PY Total Revenue | $203,018,273 | PYTotalRevenueAmt |
| CY Total Revenue | $230,809,794 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $133,801,312 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $94,595,084 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $11,835,386 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $12,091,194 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $237,635 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $1,947,713 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $18,378,314 | PYOtherExpensesAmt |
| CY Other Expenses | $12,420,241 | CYOtherExpensesAmt |
| PY Total Expenses | $164,252,647 | PYTotalExpensesAmt |
| CY Total Expenses | $119,106,519 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $38,765,626 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $111,703,275 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $471,257,493 | TotalAssetsBOYAmt |
| Total Assets EOY | $533,519,778 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $62,244,479 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $4,635,984 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $409,013,014 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $528,883,794 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | AS A LEADING CHARITABLE FOUNDATION AND HEALTHCARE ADVOCACY ORGANIZATION, THE PAN FOUNDATION IS DEDICATED TO ACCELERATING ACCESS TO TREATMENT FOR THOSE WHO NEED IT MOST AND EMPOWERING PATIENTS ON THEIR HEALTHCARE JOURNEYS. WE PROVIDE CRITICAL FINANCIAL ASSISTANCE FOR TREATMENT COSTS, ADVOCATE FOR POLICY SOLUTIONS THAT EXPAND ACCESS TO CARE, AND DELIVER EDUCATION ON COMPLEX TOPICS - ALL DRIVEN BY OUR BELIEF THAT EVERYONE DESERVES ACCESS TO AFFORDABLE, EQUITABLE HEALTHCARE. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $103,104,388 | ExpenseAmt |
| Grant | $94,595,084 | GrantAmt |
| Desc | AT THE PAN FOUNDATION, WE ENVISION A NATION IN WHICH EVERYONE CAN GET ACCESS TO THE TREATMENT THEY NEED. WITH THE SUPPORT OF OUR GENEROUS DONORS AND IN COLLABORATION WITH HEALTHCARE PROVIDERS AND PHARMACIES THROUGHOUT THE U.S., PAN COVERS THE PREMIUMS, DEDUCTIBLES, CO-PAYMENTS AND COINSURANCE FOR THOUSANDS OF UNDERINSURED PATIENTS. AS A RESULT, THESE PATIENTS ARE ABLE TO OBTAIN THE TREATMENTS THEY NEED TO BEST MANAGE THEIR CONDITIONS AND IMPROVE THEIR QUALITY OF LIFE. IN 2025, THE PAN FOUNDATION PROVIDED 106,340 PATIENTS WITH FINANCIAL ASSISTANCE FOR THEIR OUT-OF-POCKET COSTS FOR THEIR CRITICAL MEDICATIONS. IN ADDITION, THE PAN FOUNDATION CONTINUES TO ADVOCATE FOR GREATER HEALTHCARE ACCESS, EQUITY, AND AFFORDABILITY AND DELIVER COMPREHENSIVE EDUCATION TO PATIENTS ON HOW TO NAVIGATE, ACCESS, AND AFFORD CARE. THE PAN FOUNDATION OPERATES UNDER AN ADVISORY OPINION ISSUED BY THE U.S. DEPARTMENT OF HEALTH AND HUMAN SERVICES, OFFICE OF THE INSPECTOR GENERAL (OIG ADVISORY OPINION 07-18) | Desc |
| Total Program Service Expenses | $103,104,388 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | Yes (1) | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 85 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 189 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 15 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 15 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | AL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | DC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | FL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | GA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | HI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | IL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NM | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NJ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | RI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | SC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | TN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | UT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | VA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WV | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WI | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SCOTT SCHLENOFF | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2026618080 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1032 15TH ST NW 413 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20005 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (25 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|---|
| JAMES DUNLOP | |||||||||
| CHAIR | 3.00 | 0.00 | Yes (X) | Yes (X) | $16,000 | $0 | $0 | ||
| CHASE BICE | |||||||||
| VICE-CHAIR | 3.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| NANCY MCGEE | |||||||||
| VICE-CHAIR (THRU 12/31/24) | 3.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| MARY FINDLEY | |||||||||
| SECRETARY | 3.00 | 0.00 | Yes (X) | Yes (X) | $12,000 | $0 | $0 | ||
| MARY BLUNT | |||||||||
| DIRECTOR | 3.00 | 0.00 | Yes (X) | $12,000 | $0 | $0 | |||
| JENNIFER BROWN | |||||||||
| DIRECTOR | 3.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| WENDY BULLINGTON | |||||||||
| DIRECTOR (THRU 12/31/24) | 3.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| JOSEPH D'AVELLA | |||||||||
| DIRECTOR | 3.00 | 0.00 | Yes (X) | $12,000 | $0 | $0 | |||
| LAURIE HUGHES | |||||||||
| DIRECTOR (FROM 01/01/25) | 3.00 | 0.00 | Yes (X) | $12,000 | $0 | $0 | |||
| NICHOLAS LAROCHELLE | |||||||||
| DIRECTOR | 3.00 | 0.00 | Yes (X) | $12,000 | $0 | $0 | |||
| PAMELA MAZYCK | |||||||||
| DIRECTOR (FROM 01/01/25) | 3.00 | 0.00 | Yes (X) | $12,000 | $0 | $0 | |||
| ANNA MCKEAN | |||||||||
| DIRECTOR | 3.00 | 0.00 | Yes (X) | $12,000 | $0 | $0 | |||
| WINFRED PARNELL | |||||||||
| DIRECTOR | 3.00 | 0.00 | Yes (X) | $12,000 | $0 | $0 | |||
| JON SELLMAN | |||||||||
| DIRECTOR | 3.00 | 0.00 | Yes (X) | $12,000 | $0 | $0 | |||
| SARAH THOMASON | |||||||||
| DIRECTOR | 3.00 | 0.00 | Yes (X) | $8,000 | $0 | $0 | |||
| ELIZABETH WADE | |||||||||
| DIRECTOR | 3.00 | 0.00 | Yes (X) | $12,000 | $0 | $0 | |||
| HOWARD WEINBERG | |||||||||
| DIRECTOR | 3.00 | 0.00 | Yes (X) | $12,000 | $0 | $0 | |||
| SCOTT SCHLENOFF | |||||||||
| CFO & TREASURER | 40.00 | 0.00 | Yes (X) | $317,575 | $0 | $36,874 | |||
| KEVIN HAGAN | |||||||||
| PRESIDENT & CEO | 40.00 | 0.00 | Yes (X) | $528,335 | $0 | $37,933 | |||
| AMY NILES | |||||||||
| CHIEF MISSION OFFICER | 40.00 | 0.00 | $323,062 | $0 | $24,852 | Yes (X) | |||
| ALAN KLEIN | |||||||||
| CHIEF GROWTH AND STRATEGY OFFICER | 40.00 | 0.00 | $396,394 | $0 | $12,637 | Yes (X) | |||
| KIM BAICH | |||||||||
| CHIEF IMPACT OFFICER | 40.00 | 0.00 | $290,206 | $0 | $27,662 | Yes (X) | |||
| ALAN GORDON | |||||||||
| CHIEF TECHNOLOGY OFFICER | 40.00 | 0.00 | $287,800 | $0 | $18,533 | Yes (X) | |||
| MIA HARMON | |||||||||
| CHIEF COMPLIANCE AND PRIVACY OFFICER | 40.00 | 0.00 | $273,185 | $0 | $24,855 | Yes (X) | |||
| JEANINE JONES | |||||||||
| CHIEF EXPERIENCE OFFICER | 40.00 | 0.00 | $270,482 | $0 | $18,444 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $2,843,039 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $201,790 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 37 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| SALESFORCE INC | |||||
| 415 MISSION ST 3RD FLOOR | SAN FRANCISCO | CA | 94105 | SOFTWARE DEVELOPMENT AND IT SUPPORT | $1,445,061 |
| LUMINAIRE HEALTH | |||||
| 62923 COLLECTION CENTER DRIVE | CHICAGO | IL | 60693 | CLAIM ADMINISTRATION | $1,150,116 |
| SLALOM INC | |||||
| 821 2ND AVE SUITE 1900 | SEATTLE | WA | 98104 | BUSINESS & TECHNOLOGY CONSULTING | $923,858 |
| THOMPSON COBURN LLP | |||||
| 1909 K STREET NW SUITE 600 | WASHINGTON | DC | 20006 | LEGAL SERVICES | $847,562 |
| SS&C HEALTH | |||||
| 80 LAMBERTON ROAD | WINDSOR | CT | 06095 | CLAIM ADMINISTRATION | $605,607 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 29 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $216,962,274 | AllOtherContributionsAmt |
| Total Contributions | $216,962,274 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $13,930,319 | TotalRevenueColumnAmt |
| Exclusion | $13,930,319 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $264,029 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $264,029 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $264,029 | TotalRevenueColumnAmt |
| Exclusion | $264,029 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $12,091,325 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $12,438,153 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$346,828 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$346,828 | TotalRevenueColumnAmt |
| Exclusion | -$346,828 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $230,809,794 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $13,847,520 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $94,595,084 | TotalAmt |
| Program Services | $94,595,084 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,424,631 | TotalAmt |
| Program Services | $347,914 | ProgramServicesAmt |
| Management And General | $1,076,717 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,983,920 | TotalAmt |
| Program Services | $3,691,197 | ProgramServicesAmt |
| Management And General | $4,087,288 | ManagementAndGeneralAmt |
| Fundraising | $1,205,435 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $161,047 | TotalAmt |
| Program Services | $68,704 | ProgramServicesAmt |
| Management And General | $68,919 | ManagementAndGeneralAmt |
| Fundraising | $23,424 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $254,853 | TotalAmt |
| Program Services | $110,286 | ProgramServicesAmt |
| Management And General | $106,779 | ManagementAndGeneralAmt |
| Fundraising | $37,788 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,266,743 | TotalAmt |
| Program Services | $500,846 | ProgramServicesAmt |
| Management And General | $615,499 | ManagementAndGeneralAmt |
| Fundraising | $150,398 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,558,487 | TotalAmt |
| Management And General | $1,558,487 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $581,341 | TotalAmt |
| Management And General | $581,341 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $442,800 | TotalAmt |
| Management And General | $442,800 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $353,782 | TotalAmt |
| Management And General | $353,782 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,349,277 | TotalAmt |
| Program Services | $1,312,523 | ProgramServicesAmt |
| Management And General | $1,943,755 | ManagementAndGeneralAmt |
| Fundraising | $92,999 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $559,444 | TotalAmt |
| Program Services | $83,278 | ProgramServicesAmt |
| Management And General | $259,146 | ManagementAndGeneralAmt |
| Fundraising | $217,020 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,691,261 | TotalAmt |
| Program Services | $13,251 | ProgramServicesAmt |
| Management And General | $1,677,474 | ManagementAndGeneralAmt |
| Fundraising | $536 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $568,987 | TotalAmt |
| Program Services | $399,104 | ProgramServicesAmt |
| Management And General | $142,257 | ManagementAndGeneralAmt |
| Fundraising | $27,626 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $439,310 | TotalAmt |
| Program Services | $195,197 | ProgramServicesAmt |
| Management And General | $191,855 | ManagementAndGeneralAmt |
| Fundraising | $52,258 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $133,518 | TotalAmt |
| Program Services | $19,130 | ProgramServicesAmt |
| Management And General | $96,066 | ManagementAndGeneralAmt |
| Fundraising | $18,322 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,510,806 | TotalAmt |
| Program Services | $1,761,153 | ProgramServicesAmt |
| Management And General | $627,746 | ManagementAndGeneralAmt |
| Fundraising | $121,907 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $217,399 | TotalAmt |
| Management And General | $217,399 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (2 entries)
| DescDesc | TotalTotalAmt | Management And GeneralManagementAndGeneralAmt | Program ServicesProgramServicesAmt |
|---|---|---|---|
| SETTLEMENT | $7,108 | $7,108 | |
| ALLIANCE EXPENSES | $6,721 | $6,721 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $119,106,519 | TotalAmt |
| Program Services | $103,104,388 | ProgramServicesAmt |
| Management And General | $14,054,418 | ManagementAndGeneralAmt |
| Fundraising | $1,947,713 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $168,146,070 | BOYAmt |
| EOY | $249,442,745 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $43,057,670 | BOYAmt |
| EOY | $22,406,875 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,461,431 | BOYAmt |
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $587,004 | BOYAmt |
| EOY | $784,220 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $10,334,649 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $4,261,263 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,584,192 | BOYAmt |
| EOY | $6,073,386 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $247,613,643 | BOYAmt |
| EOY | $253,462,233 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,807,483 | BOYAmt |
| EOY | $1,350,319 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $471,257,493 | BOYAmt |
| EOY | $533,519,778 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,472,165 | BOYAmt |
| EOY | $1,999,127 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $1,186,652 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $58,772,314 | BOYAmt |
| EOY | $1,450,205 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $62,244,479 | BOYAmt |
| EOY | $4,635,984 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $41,655,416 | BOYAmt |
| EOY | $31,433,626 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $367,357,598 | BOYAmt |
| EOY | $497,450,168 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $409,013,014 | BOYAmt |
| EOY | $528,883,794 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $471,257,493 | BOYAmt |
| EOY | $533,519,778 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $111,703,275 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $8,167,505 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $297,101,560 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $277,827,701 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $364,186,196 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $191,793,542 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $216,962,274 | CurrentTaxYearAmt |
| Total | $1,347,871,273 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $297,101,560 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $277,827,701 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $364,186,196 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $191,793,542 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $216,962,274 | CurrentTaxYearAmt |
| Total | $1,347,871,273 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $945,110,328 | SubstantialContributorsTotAmt |
| Public Support Total170 | $402,760,945 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $9,266,883 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $7,890,347 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $14,575,480 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $11,794,912 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $14,194,348 | CurrentTaxYearAmt |
| Total | $57,721,970 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $1,405,593,243 | TotalSupportAmt |
| Public Support CY170 | 0.28650 | PublicSupportCY170Pct |
| Public Support PY170 | 0.28960 | PublicSupportPY170Pct |
| Ten Pct Facts Crcmstncs Test CY | Yes (X) | TenPctFactsCrcmstncsTestCYInd |
| Facts And Circumstances Test | 1. THE FOUNDATION'S PUBLIC SUPPORT PERCENTAGE IS AT LEAST 10%.2. THE FOUNDATION MAINTAINS A CONTINUOUS AND BONA FIDE PROGRAM FOR SOLICITATION OF FUNDS FROM THE GENERAL PUBLIC.3. AT 28.65% THE FOUNDATION'S PUBLIC SUPPORT PERCENTAGE FOR 2025 IS WELL ABOVE THE MINIMUM REQUIREMENT OF 10% AND NARROWLY FALLS SHORT OF THE NORMAL REQUIREMENT OF 33 1/3%.4. THE FOUNDATION NORMALLY RECEIVES SUPPORT FROM A LARGE NUMBER OF UNRELATED DONORS. DURING THE PERIOD 2021-2025, THE FOUNDATION RECEIVED SUPPORT FROM 30+ CORPORATE DONORS AND WELL OVER 1,000 INDIVIDUAL DONORS.5. THE FOUNDATION HAS A GOVERNING BODY WHICH REPRESENTS THE BROAD INTERESTS OF THE PUBLIC. THE BOARD OF DIRECTORS INCLUDES INDIVIDUALS FROM THE ACADEMIC, NONPROFIT, BUSINESS, AND MEDICAL COMMUNITIES AS WELL AS ATTORNEYS AND CPAS.6. THE FOUNDATION'S PROGRAMS PROVIDE GREAT BENEFIT TO THE PUBLIC. SINCE INCEPTION, THE FOUNDATION HAS PROVIDED OVER $4 BILLION IN MEDICAL SUPPORT ASSISTANCE TO OVER 1.3 MILLION FINANCIALLY NEEDY PATIENTS LIVING WITH SERIOUS, CHRONIC, AND RARE DISEASES TO HELP PAY FOR THEIR OUT-OF-POCKET MEDICATION COSTS. 7. THE FOUNDATION PROVIDES OTHER BENEFITS DIRECTLY TO THE PUBLIC, INCLUDING: - EDUCATES PATIENTS, HEALTHCARE PROVIDERS, AND THE PUBLIC ABOUT COMPLEX HEALTHCARE TOPICS TO HELP THEM NAVIGATE CARE, SUCH AS MEDICARE PART D REFORMS, CLINICAL TRIALS, THE LOW-INCOME SUBSIDY PROGRAM, ALTNERATIVE FUNDING PROGRAMS, COPAY ACCUMULATORS.- WORKS TO INCREASE NATIONWIDE AWARENESS OF AVAILABLE FINANCIAL ASSISTANCE RESOURCES THROUGH THE PAN FOUNDATION AND THROUGH OTHER ORGANIZATIONS.- PROVIDES TRANSPORTATION FINANCIAL ASSISTANCE TO HELP ELIGIBLE PATIENTS GET TO AND FROM THEIR MEDICAL APPOINTMENTS AND PHARMACIES.- OPERATES FUNDFINDER, A DIGITAL WEBSITE AND APPLICATION THAT ALLOWS PATIENTS AND HEALTHCARE PROFESSIONALS TO RAPIDLY DETERMINE THE AVAILABILITY OF FINANCIAL ASSISTANCE FROM ANY PATIENT ASSISTANCE FOUNDATION AND PROVIDES A DIRECTORY OF PATIENT SUPPORT ORGANIZATIONS. FUNDFINDER TRACKS OVER 200 FINANCIAL ASSISTANCE PROGRAMS ACROSS NINE ORGANIZATIONS AND PROVIDES REAL-TIME ALERTS TO SUBSCRIBERS.- OFFERS PATIENTS REFERRALS TO OTHER FINANCIAL RESOURCES WHEN THEY DO NOT QUALIFY FOR ASSISTANCE AT THE PAN FOUNDATION.- MAINTAINS A NETWORK OF ALLIANCE PARTNERSHIPS WITH NATIONAL PATIENT SUPPORT ORGANIZATIONS WHO PROVIDE DISEASE-RELATED EDUCATION AND SUPPORT TO PATIENTS AND CAREGIVERS.- CONDUCTS RESEARCH AND POLLING ON TOPICS RELATED HEALTHCARE ACCESS AND AFFORDABILITY, INCLUDING BUT NOT LIMITED TO SOCIAL DETERMINANTS OF HEALTH, MENTAL HEALTH, MEDICATION ADHERENCE, AND OTHER ACCESS ISSUES.- DEVELOPS RESOURCES TO EDUCATE POLICYMAKERS AND OTHER STAKEHOLDERS ABOUT KEY HEALTHCARE ACCESS ISSUES. | FactsAndCircumstancesTestTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
Total Grassroots Lobbying TotalGrassrootsLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $16,692 | FilingOrganizationsTotalAmt |
Total Direct Lobbying TotalDirectLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $426,108 | FilingOrganizationsTotalAmt |
Total Lobbying Expend TotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $442,800 | FilingOrganizationsTotalAmt |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $118,309,937 | FilingOrganizationsTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $118,752,737 | FilingOrganizationsTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $1,000,000 | FilingOrganizationsTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $250,000 | FilingOrganizationsTotalAmt |
Tot Lbbyng Grassroot Mns Non Tx TotLbbyngGrassrootMnsNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Tot Lbby Expend Mns Lbbyng Non Tx TotLbbyExpendMnsLbbyngNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus1 | $1,000,000 | CurrentYearMinus1Amt |
| Current Year | $1,000,000 | CurrentYearAmt |
| Total | $2,000,000 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $3,000,000 | LobbyingCeilingAmt |
Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus1 | $599,932 | CurrentYearMinus1Amt |
| Current Year | $442,800 | CurrentYearAmt |
| Total | $1,042,732 | TotalAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus1 | $250,000 | CurrentYearMinus1Amt |
| Current Year | $250,000 | CurrentYearAmt |
| Total | $500,000 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $750,000 | GrassrootsCeilingAmt |
Avg Grassroots Lobbying Expend AvgGrassrootsLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus1 | $15,600 | CurrentYearMinus1Amt |
| Current Year | $16,692 | CurrentYearAmt |
| Total | $32,292 | TotalAmt |
Schedule D IRS990ScheduleD
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $10,334,649 | OtherCostOrOtherBasisAmt |
| Depreciation | $4,261,263 | DepreciationAmt |
| Book Value | $6,073,386 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $6,073,386 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| CO-PAYMENT ASSISTANCE OBLIGATION | $49,074 |
| OPERATING LEASE LIABILITY | $1,401,131 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $1,450,205 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $238,623,517 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $8,167,505 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $8,167,505 | RevenueNotReportedAmt |
| Revenue Subtotal | $230,456,012 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $353,782 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $353,782 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $230,809,794 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $118,752,737 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $118,752,737 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $353,782 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $353,782 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $119,106,519 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART X, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE FOUNDATION IS A NON-PROFIT, TAX-EXEMPT ORGANIZATION UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. MANAGEMENT BELIEVES THE FOUNDATION CONTINUES TO SATISFY THE REQUIREMENTS OF A TAX-EXEMPT ORGANIZATION AND IS NOT SUBJECT TO TAX. ACCORDINGLY, NO PROVISION FOR INCOME TAXES HAS BEEN REFLECTED IN THE ACCOMPANYING FINANCIAL STATEMENTS. MANAGEMENT HAS EVALUATED THE EFFECT OF FASB GUIDANCE ON ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES. THE GUIDANCE CLARIFIES THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES RECOGNIZED IN AN ENTITY'S FINANCIAL STATEMENTS BY PRESCRIBING A RECOGNITION THRESHOLD AND MEASUREMENT ATTRIBUTE FOR THE FINANCIAL STATEMENT RECOGNITION AND MEASUREMENT OF A TAX POSITION TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. THE FOUNDATION'S POLICY IS TO RECORD A LIABILITY FOR ANY TAX POSITION TAKEN THAT IS BENEFICIAL TO THE FOUNDATION, INCLUDING ANY RELATED INTEREST AND PENALTIES, WHEN IT IS MORE LIKELY THAN NOT THE POSITION TAKEN BY MANAGEMENT WITH RESPECT TO A TRANSACTION OR CLASS OF TRANSACTIONS WILL BE OVERTURNED BY A TAXING AUTHORITY UPON EXAMINATION. | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | MEDICATION CO-PAY ASSISTANCE | GrantTypeTxt |
| Recipient | 106340 | RecipientCnt |
| Cash Grant | $94,595,084 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THESE FUNDS REPRESENT THE GRANTS MADE FOR THE BENEFIT OF PATIENTS. THROUGH AN APPLICATION PROCESS WHICH INCLUDES INCOME VERIFICATION AND CONFIRMATION OF MEDICAL NEED AGAINST ELIGIBILITY CRITERIA SET BY THE BOARD, PAN ENSURES THAT ALL PATIENTS WHO REQUEST OUR SERVICES MEET THE CRITERIA FOR RECEIVING A GRANT BEFORE ANY FUNDS ARE DISBURSED. THE PATIENT'S GRANT WILL PROVIDE ASSISTANCE FOR THEIR RESPONSIBILITY (DEDUCTIBLE, CO-PAYMENT, OR COINSURANCE) FOR COVERED MEDICATION SERVICES AFTER PAYMENT FROM THE PRIMARY INSURANCE OR THE AMOUNT AVAILABLE TO EACH PATIENT IS LIMITED BY A CAP SET BY THE BOARD. FUNDS ARE DISBURSED TO THE PHARMACY OR PHYSICIAN'S OFFICE WHEN POSSIBLE, TO ENSURE THAT THE PATIENT DOES NOT NEED TO PROVIDE FUNDS OUT-OF-POCKET FOR THEIR MEDICATIONS. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (8 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| KEVIN HAGAN | ||||||||||||||
| PRESIDENT & CEO | $497,783 | $0 | $30,000 | $0 | $552 | $0 | $14,000 | $0 | $23,933 | $0 | $566,268 | $0 | $0 | $0 |
| ALAN KLEIN | ||||||||||||||
| CHIEF GROWTH AND STRATEGY OFFICER | $395,448 | $0 | $0 | $0 | $946 | $0 | $12,000 | $0 | $637 | $0 | $409,031 | $0 | $0 | $0 |
| SCOTT SCHLENOFF | ||||||||||||||
| CFO & TREASURER | $297,341 | $0 | $19,682 | $0 | $552 | $0 | $12,941 | $0 | $23,933 | $0 | $354,449 | $0 | $0 | $0 |
| AMY NILES | ||||||||||||||
| CHIEF MISSION OFFICER | $300,332 | $0 | $19,682 | $0 | $3,048 | $0 | $9,300 | $0 | $15,552 | $0 | $347,914 | $0 | $0 | $0 |
| KIM BAICH | ||||||||||||||
| CHIEF IMPACT OFFICER | $272,349 | $0 | $16,273 | $0 | $1,584 | $0 | $11,109 | $0 | $16,553 | $0 | $317,868 | $0 | $0 | $0 |
| ALAN GORDON | ||||||||||||||
| CHIEF TECHNOLOGY OFFICER | $279,151 | $0 | $8,449 | $0 | $200 | $0 | $10,638 | $0 | $7,895 | $0 | $306,333 | $0 | $0 | $0 |
| MIA HARMON | ||||||||||||||
| CHIEF COMPLIANCE AND PRIVACY OFFICER | $255,931 | $0 | $17,014 | $0 | $240 | $0 | $9,621 | $0 | $15,234 | $0 | $298,040 | $0 | $0 | $0 |
| JEANINE JONES | ||||||||||||||
| CHIEF EXPERIENCE OFFICER | $252,799 | $0 | $16,680 | $0 | $1,003 | $0 | $10,967 | $0 | $7,477 | $0 | $288,926 | $0 | $0 | $0 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 1A | THE EXECUTIVE COMMITTEE MAKES DECISIONS ON BEHALF OF THE FULL BOARD BETWEEN BOARD MEETINGS IN URGENT CIRCUMSTANCES AND FULFILLS ANY OTHER SPECIFIC ACTIONS DELEGATED TO THE COMMITTEE BY THE FULL BOARD. URGENT CIRCUMSTANCES ARE DETERMINED BY THE BOARD CHAIR IN CONSULTATION WITH THE PRESIDENT AND CEO. ALL MEMBERS OF THE EXECUTIVE COMMITTEE ARE ALSO VOTING BOARD MEMBERS. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE 990 IS REVIEWED BY THE FINANCE COMMITTEE. ALL BOARD MEMBERS RECEIVE A COPY OF THE FORM PRIOR TO FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | AS POTENTIAL BOARD MEMBERS OR OFFICERS ARE RECRUITED THEY ARE ASKED ABOUT POSSIBLE CONFLICTS OF INTEREST. UPON JOINING PAN, AND AT LEAST ANNUALLY, MEMBERS READ AND SIGN THE CONFLICT OF INTEREST POLICY. IF ANY CONFLICTS ARE NOTED ON THE FORM, MORE INFORMATION WILL BE GATHERED AND IT WILL BE DETERMINED IF THE ISSUE IS MATERIAL. IN ADDITION, THAT MEMBER WILL ABSTAIN FROM ALL DISCUSSIONS AND VOTE ON THE MATTER. IF IT IS MATERIAL, WE INVOLVE LEGAL COUNSEL AND A DETAILED FOLLOW UP AND RESOLUTION WILL OCCUR. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE INDEPENDENT BOARD DETERMINES THE COMPENSATION FOR THE PRESIDENT/CEO. THE CURRENT PRESIDENT/CEO STARTED IN SEPTEMBER 2021. HIS COMPENSATION WAS DETERMINED WITH THE HELP OF AN OUTSIDE CONSULTANT WHO USED DATA FROM OTHER ORGANIZATIONS' 990S. ALL OTHER EMPLOYEES SALARIES ARE DETERMINED BY THE PRESIDENT/CEO IN ACCORDANCE WITH THIRD PARTY COMPENSATION SURVEYS. THE MOST RECENT STAFF COMPENSATION STUDY WAS COMPLETED IN 2025. IN ADDITION, PERIODICALLY, THE STAFF REVIEWS FORMS 990 OF ORGANIZATIONS WITH SIMILAR MISSIONS TO HELP DETERMINE COMPENSATION. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION'S FINANCIAL STATEMENTS ARE POSTED ON ITS WEBSITE. THE ORGANIZATION'S GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY MAY BE MADE AVAILABLE UPON REQUEST ON A CASE BY CASE BASIS. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PAN BRIGHTTRACK LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1032 15TH ST NW STE 413 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20005 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 934724067 | EIN |
| Primary Activities | PURSUE ACTIVITIES RELATED TO CLINICAL TRIALS | PrimaryActivitiesTxt |
| Legal Domicile State | DE | LegalDomicileStateCd |
| Total Income | $0 | TotalIncomeAmt |
| End Of Year Assets | $0 | EndOfYearAssetsAmt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PAN FOUNDATION | BusinessNameLine1Txt |
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