Patient Advocate Foundation Inc.

“John l. Murphy, board member and finance committee chair of patient advocate foundation, is the brother-in-law of nancy davenport-ennis, founder and chair emerita of patient advocate foundation. Frances castellow, president, operations of patient advocate foundation, is the daughter of nancy davenport-ennis, founder and chair emerita of patient advocate foundation. Beth moore, executive vice president, program strategy of patient advocate foundation, is the daughter of nancy davenport-ennis, founder and chair emerita of patient advocate foundation.”

“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 and annually complete an updated conflict of interest disclosure questionnaire. Each member must disclose any/all known conflicts of interest at that time. If any conflicts of interest are noted more information will be gathered by the executive committee and a determination on the existence of a material conflict will be issued. The executive committee of the board of directors is charged with enforcement of this policy.”

“Patient advocate foundation completes compensation studies that utilize national comparability data of organizations similar in mission, size and revenues. Paf has a compensation committee within the board of directors that consists of at least 4 independent executive board members and is chaired by the board president. This committee is provided with the compensation report and utilizes it to establish the ceo's annual compensation. This committee also reviews the compensation of key employees utilizing the compensation report. This process is documented through minutes of the compensation committee meeting.”

“Patient advocate foundation makes available the last 10 years of form 990s, audited financial statements, annual reports and current list of board members on the organization's website, www.patientadvocate.org under the "meet paf" section. Additionally, paf makes available the governing documents, conflict of interest policy, archived form 990s (older than 10 years) and audited financial statements (older than 10 years) upon request.”

“In fy 2015/2016, expert webcast events were hosted to provide additional breast cancer specific guidance for patients living with this diagnosis, as well as the providers that worked on their behalf. These two webcast events continue to be available on-demand to meet the needs of the metastatic breast cancer community. The metastatic breast cancer guide is also available for spanish-speaking audiences and is supplied in print and electronic versions. In addition to the paf regularly conducted specialized webinars, paf launched a new branded interactive webinar series called patient empowerment series. Presented live as well as available on-demand, these monthly sessions cover topics that help patients prevent and resolve challenges that often present during one's healthcare journey. Geared toward the patient and caregiver community, these free sessions are also appropriate for professional advocates, case workers, community social workers, nonprofit staff and other patient service groups. Within the 12 educational topics covered this year were important healthcare advice centered around open enrollment, accessing second opinions, clinical trials, genomic vs. Genetic testing, workplace benefits and protections, disability benefits, preventive benefits, understanding prescription drug coverage and others important health and insurance related issues. Each session sought to engage the audience through interactive elements embedded within the webcast, including polls, live individual and group q&a, electronic handout material, session surveys and downloadable slides. The foundation's case management staff provided follow up educational materials to all patients served by the foundation by selecting appropriate educational materials from over 400 publications available in the foundation's resource center. These publications include those authored by the foundation as well as materials published by government agencies, various nonprofit healthcare organizations, academic institutions, healthcare providers and facilities as well as for profit healthcare companies. The foundation distributed 22,313 pieces of educational material in customized patient education packets to those patients served in fy2015/2016. During fy2015/2016, the foundation's case management and co-pay relief teams also conducted educational outreach at the local, regional and national levels with the goal of educating healthcare professionals, nonprofit organizations and the general public about the services offered by the foundation. This outreach was, in some cases, targeted to a specific population that is known to be considered disparate in healthcare access and disease outcomes data and included the african american population and hispanic/latino populations. In fy2015/2016, the foundation distributed over 5,100 educational publications through outreach events. The scholarship for survivors program was established to honor individuals that have experienced the impact of a chronic illness or life threatening disease on one's secondary education. These students have, despite their disease/condition, excelled academically, served the community, and desire to pursue a secondary education. Since the program's inception, paf has awarded 71 scholarships totaling over $470,000; of the 71 students, 45 have achieved fully degreed graduation and 12 are still pursuing their course of study. In fy2015/2016, paf awarded 12 scholarships to students through this program.”

“Loss on 990 - recorded as unrealized loss on financials 1,542.”

“No changes were made to the organization oversight process or selection process during the tax year.”