Civic Intelligence

Patient Advocate Foundation Inc.

990 • Fiscal year 2017 • EIN 54-1806317

Jul 01, 2016 to Jun 30, 2017 • Filed on Nov 07, 2017

421 Butler Farm RoadHampton, VA 23666

(800) 532-5274

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

24th percentile

0.10x

Higher debt load relative to assets than 24% of similar nonprofits.

2017 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2017

Liabilities / Revenue

14th percentile

0.10x

Higher debt load relative to revenue than 14% of similar nonprofits.

2017 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2017

Net Margin

77th percentile

17%

Higher net margin than 77% of similar nonprofits.

2017 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2017

Top Officer Pay

26th percentile

$300,300

Higher top officer pay than 26% of similar nonprofits.

Top officer pay equals 0.1% of source-year revenue.

2017 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2017

Asset Growth

91st percentile

26%

Faster asset growth than 91% of similar nonprofits.

2017 filings • 501(c)3 • $100M-$250M nonprofits • Annualized from 2016 to 2017

Revenue Growth

87th percentile

40%

Faster revenue growth than 87% of similar nonprofits.

2017 filings • 501(c)3 • $100M-$250M nonprofits • Annualized from 2016 to 2017

Assets

Up

$230,411,429

Up $47,940,510 (+26%) from 2016

Net Assets

Up

$207,331,879

Up $37,137,882 (+22%) from 2016

Liabilities

Up

$23,079,550

Up $10,802,628 (+88%) from 2016

Revenue

Up

$225,099,389

Up $64,125,322 (+40%) from 2016

Expenses

Up

$186,165,629

Up $116,937,838 (+169%) from 2016

Net Income

Down

$38,933,760

Down $52,812,516 (-58%) from 2016

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$600M$400M$200M$0Assets 2011: $46,120,293Liabilities 2011: $3,484,941Net Assets 2011: $42,635,3522011Assets 2012: $31,786,946Liabilities 2012: $2,126,904Net Assets 2012: $29,660,0422012Assets 2013: $38,319,179Liabilities 2013: $4,126,003Net Assets 2013: $34,193,1762013Assets 2014: $51,356,753Liabilities 2014: $5,222,074Net Assets 2014: $46,134,6792014Assets 2015: $84,425,651Liabilities 2015: $5,986,911Net Assets 2015: $78,438,7402015Assets 2016: $182,470,919Liabilities 2016: $12,276,922Net Assets 2016: $170,193,9972016Assets 2017: $230,411,429Liabilities 2017: $23,079,550Net Assets 2017: $207,331,8792017Assets 2018: $322,982,588Liabilities 2018: $29,717,694Net Assets 2018: $293,264,8942018Assets 2019: $303,594,671Liabilities 2019: $24,204,947Net Assets 2019: $279,389,7242019Assets 2020: $355,262,870Liabilities 2020: $37,212,047Net Assets 2020: $318,050,8232020Assets 2021: $401,924,747Liabilities 2021: $34,231,365Net Assets 2021: $367,693,3822021Assets 2022: $403,543,559Liabilities 2022: $34,769,539Net Assets 2022: $368,774,0202022Assets 2023: $345,144,684Liabilities 2023: $33,351,723Net Assets 2023: $311,792,9612023Assets 2024: $313,168,594Liabilities 2024: $31,994,671Net Assets 2024: $281,173,9232024Assets 2025: $234,459,658Liabilities 2025: $25,435,042Net Assets 2025: $209,024,6162025

Highlighted filing

2017

Assets$230,411,429
Liabilities$23,079,550
Net Assets$207,331,879

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$400M$200M$0-$200MExpenses 2011: $35,842,4392011Expenses 2012: $56,357,5362012Expenses 2013: $43,412,0072013Revenue 2014: $60,018,696Expenses 2014: $48,065,772Net Income 2014: $11,952,9242014Revenue 2015: $76,020,912Expenses 2015: $43,711,519Net Income 2015: $32,309,3932015Revenue 2016: $160,974,067Expenses 2016: $69,227,791Net Income 2016: $91,746,2762016Revenue 2017: $225,099,389Expenses 2017: $186,165,629Net Income 2017: $38,933,7602017Revenue 2018: $378,626,073Expenses 2018: $292,409,890Net Income 2018: $86,216,1832018Revenue 2019: $244,427,016Expenses 2019: $257,659,315Net Income 2019: -$13,232,2992019Revenue 2020: $301,065,153Expenses 2020: $261,527,015Net Income 2020: $39,538,1382020Revenue 2021: $318,538,074Expenses 2021: $269,959,506Net Income 2021: $48,578,5682021Revenue 2022: $291,381,792Expenses 2022: $290,124,836Net Income 2022: $1,256,9562022Revenue 2023: $276,274,188Expenses 2023: $333,201,298Net Income 2023: -$56,927,1102023Revenue 2024: $243,478,172Expenses 2024: $274,207,632Net Income 2024: -$30,729,4602024Revenue 2025: $133,773,940Expenses 2025: $205,845,065Net Income 2025: -$72,071,1252025

Highlighted filing

2017

Revenue$225,099,389
Expenses$186,165,629
Net Income$38,933,760
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Nov 7, 2017
Return Version
2016v3.0
Gross Receipts
$226,104,742
Mission and Program Overview

Mission

Patient advocate foundation (paf) is a national 501 (c)(3) non-profit organization that provides professional case management and financial aid services to americans with chronic, life threatening and debilitating illnesses. Paf case managers serve as active liaisons between the patient and their insurer, employer and/or creditors to resolve insurance, job retention and/or debt crisis matters as they relate to their diagnosis. Patient advocate foundation seeks to safeguard patients through effective mediation assuring access to care, maintenance of employment and preservation of their financial stability.

Patient advocate foundation (paf) is a national 501 (c)(3) non-profit organization that provides professional case management and financial aid assistance to americans with chronic, life threatening and debilitating illnesses. Paf case managers serve as active liaisons between the patient and their insurer, employer and/or creditors to resolve insurance, job retention and/or debt crisis matters as they relate to their diagnosis. Patient advocate foundation seeks to safeguard patients through effective mediation assuring access to care, maintenance of employment and preservation of their financial stability.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$163,016,738$202,912,026▲ $39,895,288
Cash and Non-Interest-Bearing Accounts$9,949,251$18,676,495▲ $8,727,244
Land, Buildings, and Equipment, Net$5,784,048$5,042,401▼ $741,647
Investments in Publicly Traded Securities$1,486,242$1,996,636▲ $510,394
Accounts Receivable$327,572$663,881▲ $336,309
Prepaid Expenses and Deferred Charges$459,093$591,597▲ $132,504
Pledges and Grants Receivable$1,368,354$450,813▼ $917,541
Inventories for Sale or Use$29,290$27,249▼ $2,041
Total Assets$182,470,919$230,411,429▲ $47,940,510
Other Assets Total$50,331$50,331→ $0
Liabilities
Deferred Revenue$9,461,776$16,448,938▲ $6,987,162
Accounts Payable and Accrued Expenses$1,291,405$4,220,674▲ $2,929,269
Other Liabilities$460,834$2,409,938▲ $1,949,104
Mortgage Notes Payable Secured by Investment Property$1,062,907--
Total Liabilities$12,276,922$23,079,550▲ $10,802,628
Net Assets / Fund Balance
Temporarily Rstr Net Assets$162,906,689$199,912,344▲ $37,005,655
Unrestricted Net Assets$5,801,066$7,419,535▲ $1,618,469
Permanently Rstr Net Assets$1,486,242$0▼ $1,486,242
Total Net Assets Fund Balance$170,193,997$207,331,879▲ $37,137,882
Total Liabilities and Net Assets / Fund Balance$182,470,919$230,411,429▲ $47,940,510

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$4,715,989$3,989,146$8,705,135
Other Land Buildings$256,214-$256,214
Leasehold Improvements$70,198$14,499$84,697

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2016$1,486,242$512,115▼ $1,721-$1,996,636
2015$1,933,371-▲ $64,986$512,115$1,486,242
2014$1,909,422-▲ $23,949-$1,933,371
2013$1,846,290-▲ $63,132-$1,909,422
2012$1,920,715-▼ $74,425-$1,846,290
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
William J NasonChief Financial OfficerFT$191,318$31,894$223,212
Frances CastellowPresident of OperationsFT$194,768$15,507$210,275
Alan J BalchChief Executive OfficerPT$163,750$13,310$177,060
Andrew WeberEvp of External Relations,FT$166,702$6,779$173,481
Sakhti ChokkalingamSenior Pega Systems ArchitectFT$144,808$21,617$166,425
Angela M WalkerChief of Talent ManagementFT$155,430$10,731$166,161
Erin SingletonChief of Mission DeliveryFT$137,746$20,684$158,430
Alan RichardsonEvp of Strategic Patient SFT$130,812$27,047$157,859
John H EnnisCo-founderPT-$8,541$8,541
Nancy Davenport-ennisFounder and Chair EmeritaPT-$8,541$8,541

Board Members and Trustees

NameTitle
John L MurphyFinance Committee Chair
Deborah Parham HopsonBoard President
Al Benson IiiBoard Member
Andy MillerBoard Member
Brian GarofaloBoard Member
Christian G DownsBoard Member
Christopher BooneBoard Member
Edith MitchellBoard Member
Lori WilliamsBoard Member
Lovell JonesBoard Member
Otis MaynardBoard Member
Pearl MooreBoard Member
Robert M RifkinBoard Member
W Jackson WisdomBoard Member
F Marc StewartBoard Member, Immediate Pa
Diane MaukBoard Secretary

Highest Paid Contractors

ContractorServicesLocationCompensation
FipsarIt Consulting/software Development424 COURTYARD DRIVE, Hillsborough, NJ 08844$1,821,313
Kelly Staffing Services INCTemporary Labor999 WEST BIG BEAVER ROAD, Troy, MI 48084$328,390
Pharmacy Data Management INCPharmacy Claims Processing1170E WESTERN RESERVE ROAD, Poland, OH 44514$225,580
Passport Health Communication INCData Analytics475 ANTON BLVD, Costa Mesa, CA 92626$132,074
Revenue and Support

Revenue Composition

Contributions and Grants
$218,694,404
Program Service Revenue
$5,280,836
Investment Income
$1,116,906
Other Revenue
$7,243
All Other Contributions
$218,018,084
Change in Net Assets
$38,933,760

Audited Revenue Reconciliation

Revenue per Audited Statements
$225,181,421
Revenue Not Reported on Financial Statements
$-82,032
Revenue Not Reported on Form 990
$-4,170
Other Revenue Adjustments
$-82,032
Total Revenue per Audited Statements
$225,177,251
Total Revenue per Form 990
$225,099,389
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$165,328,885
Salaries, Compensation, and Employee Benefits$10,827,517
Other Expenses$10,009,227
Total Fundraising Expense$982,703
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$165,328,885--$165,328,885
Other Salaries and Wages$6,862,325$849,722$446,639$8,158,686
Fees for Services Other$1,782,520$243,961$90,398$2,116,879
Office Expenses$1,562,379$144,443$45,312$1,752,134
Depreciation Depletion$1,430,773$39,109$20,448$1,490,330
Fees for Services Legal$1,289,717--$1,289,717
Other Employee Benefits$954,991$139,890$75,736$1,170,617
Occupancy$707,644$29,772$21,780$759,196
Fees for Services Lobbying$720,000--$720,000
Conferences and Meetings$645,822$29,058$7,243$682,123
Information Technology$574,637$58,759$31,552$664,948
Payroll Taxes$533,691$82,152$42,953$658,796
Current Officers, Directors, Trustees, and Key Employees$224,072$258,312$131,072$613,456
Pension Plan Contributions$196,293$20,116$9,553$225,962
Travel$113,673$2,541$58,534$174,748
Interest$134,983$2,066$1,080$138,129
Fees for Services Accounting$16,529$108,607-$125,136
Insurance$13,088$82,396$403$95,887
Total Functional Expenses$183,092,022$2,090,904$982,703$186,165,629

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$186,252,314
Expenses per Audited Statements$186,165,629
Total Expenses per Form 990$186,165,629
Expenses Not Reported on Form 990$86,685
Expenses Not Reported on Financial Statements$0
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$73,200
Fundraising Direct Expenses$65,957
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Promise of Hope$221,719$73,200$20,459$52,741
Total Events$221,719$73,200$65,957$7,243
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
Yes
Subject to proxy tax
No
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
Alan J BalchChief Executive OfficerNPAF (NATIONAL PATIENT ADVOCATE FOUNDATION) AND PAF (PATIENT ADVOCATE FOUNDATION) SHARE THE SAME CHIEF EXECUTIVE OFFICER. NATIONAL PATIENT ADVOCATE FOUNDATION HAS A CONSULTING AGREEMENT IN WHICH PATIENT ADVOCATE FOUNDATION PAYS NATIONAL PATIENT ADVOCATE FOUNDATION FEES TO REPRESENT THE POLICY INTERESTS OF PATIENT ADVOCATE FOUNDATION. THE CONSULTING FEES FOR FY 2016/2017 WERE $720,000. NATIONAL PATIENT ADVOCATE FOUNDATION ALSO REIMBURSES PATIENT ADVOCATE FOUNDATION FOR SERVICES PROVIDED BY ALAN BALCH. SALARY REIMBURSEMENT IS $125,000 PER YEAR. NATIONAL PATIENT ADVOCATE FOUNDATION ALSO REIMBURSED PATIENT ADVOCATE FOR $116,602 OF OTHER EXPENSES, AND PATIENT ADVOCATE FOUNDATON REIMBURSED NATIONAL PATIENT ADVOCATE FOUNDATION FOR $45,764 IN FY 2016/2017.No$1,007,366
Frances CastellowPresident, Operations PafRelated Party Is the Daughter of Nancy Davenport-ennis, Founder and Chair Emerita of Paf.No$214,344
Beth MooreEvp of Corporate CommunicationsRelated Party Is the Daughter of Nancy Davenport-ennis, Founder and Chair Emerita of Paf.No$149,512
Shawn NasonSpecial Events DirectorRelated Party Is the Wife of William Nason, Chief Financial Officer of Paf.No$73,713
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Postretirement Liability$2,184,558
Accrued Vacation$150,269
Ibnr Reserve$75,111
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with family members
Yes
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 2

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, evp of corporate communications of patient advocate foundation, is the daughter of nancy davenport-ennis, founder and chair emerita of patient advocate foundation.

Form 990, Part VI, Section B, Line 11B

The finance committee of the board of directors receives a draft copy of the form 990 then subsequently reviews it for accuracy and compliance. Once it is approved by the finance committee, all members of the executive board of directors receive the final copy of the form 990 for review and approval prior to filing and is so noted in the board meeting minutes.

Form 990, Part VI, Section B, Line 12C

Members of the paf board of directors are required to review and sign the conflict of interest policy upon establishing membership and annually complete an updated conflict of interest disclosure questionnaire. Each member must disclose any/all known conflicts of interest at that time. If any conflicts of interest are noted more information will be gathered by the governance & compliance committee and a determination on the existence of a material conflict will be issued. The governance & compliance committee of the board of directors is charged with enforcement of this policy.

Form 990, Part VI, Section B, Line 15

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

Form 990, Part VI, Section C, Line 19

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

Filing and Contact Details

Filer

Filer Name
Patient Advocate Foundation
EIN
54-1806317
Phone
8005325274
Address
421 BUTLER FARM ROAD, HAMPTON, VA 23666

Signing Officer

Name
Alan J Balch
Title
Chief Executive Officer
Phone
7578736668
Signed
2017-11-07
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Alan J Balch
Formed
1996
Legal Domicile
Va
Voting Board Members
19
Independent Board Members
15
Employees
221
Volunteers
17

Preparer

Firm
Dixon Hughes Goodman Llp
Address
701 TOWN CENTER DRIVE SUITE 700, NEWPORT NEWS, VA 23606-4295
Preparer
James M Haggard
Phone
7578731033
Supplemental Narrative

Additional Explanations

Form 990, Part III, Line 4B Continuation

The west virginia (wv) lung cancer project is one of the newest initiatives launched by paf in fy2016/2017. The project is designed to link individuals at risk for or diagnosed with lung cancer to case management support with specific focus on medicaid beneficiaries and other low income populations across west virginia. This project is conducted in partnership with the american cancer society, wv university cancer institute, wv mountains of hope cancer coalition, wv cancer and tobacco programs, aetna better health (wv cmo) and the wv hospital association. One of the key challenges is the limited knowledge among the provider population and general population about the new lung cancer screening guidelines. Although, an initial challenge, this has posed a great platform for both provider and public education. In the spring of 2017, family practice providers from across west virginia were educated on the new lung cancer screening guidelines and the new wv lung careline resource available to support their patients. Additionally, to increase awareness among the general public a host of outreach events have been held, including targeted messages at all home basketball games for the west virginia mountaineers. To add a more personal touch to education efforts, four videos were developed for social media sharing, featuring local wv residents. The videos feature a lung cancer survivor; the family of the lung cancer survivor; health care professionals discussing the importance of lung cancer screening; and a gentleman who is a former smoker planning to schedule his lung cancer screening. The videos will be disseminated by the wv lung cancer project advisory council through a myriad of outlets with the overall goal to increase awareness of and uptake in lung cancer screening among those who meet the lung cancer screening guidelines and subsequent linkage to the paf wv lung cancer careline. During fy2016/2017, the foundation's patient services teams also conducted educational outreach at the local, regional and national levels with the goal of educating the general public, nonprofit organizations and members of the healthcare community who support patients about all of the services and educational materials 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. In fy2016/2017, the foundation attended 27 outreach events and distributed over 7,030 educational publications through these events. Scholarship for survivors program during paf's daily interactions with patients, paf staff often interface with patients who either themselves or a loved one has experienced the impact of a chronic illness or life threatening disease on one's post-secondary education. In 2000, the scholarship for survivors program was established to honor these individuals by offering educational scholarships to individuals who have suffered (or are suffering) a life threatening disease or chronic condition. These students have, despite their disease/condition, excelled academically, served the community, and desire to pursue a secondary education. To date, paf has awarded 83 scholarships totaling over $506,000. In fy2016/2017, paf awarded 12 scholarships to college students through this program.

FORM 990, PART XI, LINE 9:

Postretirement benefit changes other than periodic costs 184,625.

Form 990, Part XII, Line 2C

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

Financial Statement Notes

PART V, LINE 4:

The endowment fund of patient advocate foundation was established in 2001 to further its exempt purpose by supporting direct patient services. The endowment fund builds long-term stability for the future of the foundation by providing an additional source of income to meet an increasing demand for national programs and services. It provides for interest income to be used by paf and restricts access to principal based upon board approval.

PART X, LINE 2:

The foundation is exempt from income taxes under section 501(c)(3) of the internal revenue code; accordingly, the financial statements do not reflect a provision or liability for federal and state income taxes.

PART XI, LINE 4B - OTHER ADJUSTMENTS:

Direct expenses for fundraising event -65,957. Loss on fixed assets included in expenses -16,075.

PART XII, LINE 2D - OTHER ADJUSTMENTS:

Direct expenses for fundraising event 65,957. Donated services 4,653. Loss on fixed asset included in expenses for f/s 16,075.

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IRS990/ActivityOrMissionDesc0PATIENT ADVOCATE FOUNDATION (PAF) IS A NATIONAL 501 (C)(3) NON-PROFIT ORGANIZATION THAT PROVIDES PROFESSIONAL CASE MANAGEMENT AND FINANCIAL AID ASSISTANCE TO AMERICANS WITH CHRONIC, LIFE THREATENING AND DEBILITATING ILLNESSES. PAF CASE MANAGERS SERVE AS ACTIVE LIAISONS BETWEEN THE PATIENT AND THEIR INSURER, EMPLOYER AND/OR CREDITORS TO RESOLVE INSURANCE, JOB RETENTION AND/OR DEBT CRISIS MATTERS AS THEY RELATE TO THEIR DIAGNOSIS. PATIENT ADVOCATE FOUNDATION SEEKS TO SAFEGUARD PATIENTS THROUGH EFFECTIVE MEDIATION ASSURING ACCESS TO CARE, MAINTENANCE OF EMPLOYMENT AND PRESERVATION OF THEIR FINANCIAL STABILITY.
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IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt1KELLY STAFFING SERVICES INC
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt2PHARMACY DATA MANAGEMENT INC
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt3PASSPORT HEALTH COMMUNICATION INC
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IRS990/ContractorCompensationGrp/ServicesDesc1TEMPORARY LABOR
IRS990/ContractorCompensationGrp/ServicesDesc2PHARMACY CLAIMS PROCESSING
IRS990/ContractorCompensationGrp/ServicesDesc3DATA ANALYTICS
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IRS990/Desc0LAUNCHED IN 2004, THE PATIENT ADVOCATE FOUNDATION'S CO-PAY RELIEF PROGRAM (CPR) PROVIDES FINANCIAL ASSISTANCE WITH CO-PAYMENTS, CO-INSURANCE AND DEDUCTIBLES REQUIRED BY A PATIENT'S INSURER FOR PHARMACEUTICAL TREATMENTS AND/OR PRESCRIPTION MEDICATIONS PRESCRIBED, TO TREAT AND/OR MANAGE THE PATIENT'S DISEASE. THE PROGRAM OFFERS PERSONAL SERVICE TO ALL PATIENTS THROUGH THE USE OF CALL COUNSELORS; PERSONALLY, GUIDING PATIENTS THROUGH THE ENROLLMENT AND BENEFIT PROCESS.IN FY2016/2017, PAF'S CO-PAY RELIEF PROGRAM ASSISTED PATIENTS THROUGH TWENTY ONE (21) DISEASE SPECIFIC FUNDS INCLUDING BLADDER CANCER, BREAST CANCER, CERVICAL CANCER, CHRONIC PAIN, ELECTROLYTE IMBALANCE, HEPATITIS B, HEPATITIS C, HIV, AIDS AND PREVENTION, HOMOZYGOUS FAMILIAL HYPERCHOLESTEROLEMIA, INHERITED OR ACQUIRED LIPODYSTROPHY, METASTATIC BREAST CANCER, METASTATIC COLORECTAL CANCER, METASTATIC GASTRIC CANCER, METASTATIC PROSTATE CANCER, MULTIPLE MYELOMA, MULTIPLE SCLEROSIS, MYELODYSPLASTIC SYNDROME, NON-SMALL CELL LUNG CANCERS (NSCLC), OSTEOPOROSIS, OVARIAN CANCER, AND PERIODIC PARALYSIS. CURRENTLY, THE FOUNDATION'S CO-PAY RELIEF PROGRAM OFFERS A DEDICATED, SECURE WEB BASED APPLICATION FOR PATIENTS AND/OR THEIR FAMILY MEMBERS TO ENROLL ELECTRONICALLY FOR THE CO-PAY RELIEF PROGRAM DIRECTLY FROM THE CO-PAY RELIEF PROGRAM WEBSITE. AS WELL, CPR OFFERS TWO DEDICATED, SECURED WEBSITES FOR MEDICAL PROVIDERS AND PHARMACY REPRESENTATIVES TO ENROLL ELECTRONICALLY FOR THE CO-PAY RELIEF PROGRAM ON BEHALF OF THE PATIENTS THEY ARE WORKING WITH.IN FY2016/2017, THE FOUNDATION ADMINISTERED CO-PAYMENT ASSISTANCE TO 72,740 QUALIFIED PATIENTS THROUGH THE 21 ASSISTANCE FUNDS AVAILABLE THROUGH THE CO-PAY RELIEF PROGRAM. THE PROGRAM STAFF FIELDED 224,347 TELEPHONE CALLS AND PROCESSED CLAIMS TOTALING OVER $162 MILLION DOLLARS IN SUPPORT OF QUALIFIED PATIENTS' OUT OF POCKET EXPENSES FOR REQUIRED CO-PAYMENTS, CO-INSURANCE AND DEDUCTIBLES. SINCE ITS INCEPTION IN 2004, THE FOUNDATION HAS PROVIDED CO-PAYMENT ASSISTANCE TO OVER 250,000 INDIVIDUALS ALLOCATING MORE THAN $520 MILLION DOLLARS IN CO-PAYMENT AWARDS.
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IRS990/Form990PartVIISectionAGrp/PersonNm21ANDREW WEBER
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IRS990/Form990PartVIISectionAGrp/TitleTxt0BOARD PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1CHIEF EXECUTIVE OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt2BOARD MEMBER, IMMEDIATE PA
IRS990/Form990PartVIISectionAGrp/TitleTxt3FOUNDER AND CHAIR EMERITA
IRS990/Form990PartVIISectionAGrp/TitleTxt4BOARD SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt5FINANCE COMMITTEE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt6BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt7BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt8BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt9CO-FOUNDER
IRS990/Form990PartVIISectionAGrp/TitleTxt10BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt11BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt12BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt13BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt14BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt15BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt16BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt17BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt18BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt19CHIEF FINANCIAL OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt20PRESIDENT OF OPERATIONS
IRS990/Form990PartVIISectionAGrp/TitleTxt21EVP OF EXTERNAL RELATIONS,
IRS990/Form990PartVIISectionAGrp/TitleTxt22CHIEF OF TALENT MANAGEMENT
IRS990/Form990PartVIISectionAGrp/TitleTxt23CHIEF OF MISSION DELIVERY
IRS990/Form990PartVIISectionAGrp/TitleTxt24EVP OF STRATEGIC PATIENT S
IRS990/Form990PartVIISectionAGrp/TitleTxt25SENIOR PEGA SYSTEMS ARCHITECT
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IRS990/MissionDesc0PATIENT ADVOCATE FOUNDATION (PAF) IS A NATIONAL 501 (C)(3) NON-PROFIT ORGANIZATION THAT PROVIDES PROFESSIONAL CASE MANAGEMENT AND FINANCIAL AID SERVICES TO AMERICANS WITH CHRONIC, LIFE THREATENING AND DEBILITATING ILLNESSES. PAF CASE MANAGERS SERVE AS ACTIVE LIAISONS BETWEEN THE PATIENT AND THEIR INSURER, EMPLOYER AND/OR CREDITORS TO RESOLVE INSURANCE, JOB RETENTION AND/OR DEBT CRISIS MATTERS AS THEY RELATE TO THEIR DIAGNOSIS. PATIENT ADVOCATE FOUNDATION SEEKS TO SAFEGUARD PATIENTS THROUGH EFFECTIVE MEDIATION ASSURING ACCESS TO CARE, MAINTENANCE OF EMPLOYMENT AND PRESERVATION OF THEIR FINANCIAL STABILITY.
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Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$234$25.4$209$134$206$72.1
2024Summary only. Only limited summary data is available for this year.$313$32.0$281$243$274$30.7
2023Facts available. Structured filing facts are available, but richer extracted sections are limited.$345$33.4$312$276$333$56.9
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$404$34.8$369$291$290$1.26
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$402$34.2$368$319$270$48.6
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$355$37.2$318$301$262$39.5
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$304$24.2$279$244$258$13.2
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$323$29.7$293$379$292$86.2
2017Detailed filing. Detailed filing data is available for this year.$230$23.1$207$225$186$38.9
2016Detailed filing. Detailed filing data is available for this year.$182$12.3$170$161$69.2$91.7
2015Detailed filing. Detailed filing data is available for this year.$84.4$5.99$78.4$76.0$43.7$32.3
2014Detailed filing. Detailed filing data is available for this year.$51.4$5.22$46.1$60.0$48.1$12.0
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$38.3$4.13$34.2$43.4
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$31.8$2.13$29.7$56.4
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$46.1$3.48$42.6$35.8