Civic Intelligence

Astrazeneca Patient Assistance Organization

990 • Fiscal year 2020 • EIN 56-2591004

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 15, 2021

PO Box 15437Wilmington, DE 19850-5437

(302) 886-3000

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2020

Liabilities / Revenue

6th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2020 filings • $250M-$1B nonprofits • Source year 2020

Net Margin

100th percentile

100%

Higher net margin than 100% of similar nonprofits.

2020 filings • $250M-$1B nonprofits • Source year 2020

Top Officer Pay

8th percentile

$0

Higher top officer pay than 8% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2020 filings • $250M-$1B nonprofits • Source year 2020

Asset Growth

1st percentile

-100%

Faster asset growth than 1% of similar nonprofits.

2020 filings • $250M-$1B nonprofits • Annualized from 2019 to 2020

Revenue Growth

48th percentile

0.3%

Faster revenue growth than 48% of similar nonprofits.

2020 filings • $250M-$1B nonprofits • Annualized from 2019 to 2020

Assets

Down

$0

Down $1 (-100%) from 2019

Net Assets

Flat

$0

Flat from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue

Up

$868,571,806

Up $2,822,594 (+0.3%) from 2019

Expenses

Down

$0

Down $865,749,212 (-100%) from 2019

Net Income

Up

$868,571,806

Up $868,571,806 from 2019

Historical Trend

Balance Sheet Trend

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

$1$0Assets 2010: $1Liabilities 2010: $0Net Assets 2010: $02010Assets 2011: $0Liabilities 2011: $0Net Assets 2011: $02011Assets 2012: $1Liabilities 2012: $0Net Assets 2012: $02012Assets 2013: $1Liabilities 2013: $0Net Assets 2013: $02013Assets 2014: $1Liabilities 2014: $0Net Assets 2014: $02014Assets 2015: $1Liabilities 2015: $0Net Assets 2015: $02015Assets 2016: $1Liabilities 2016: $0Net Assets 2016: $02016Assets 2017: $1Liabilities 2017: $0Net Assets 2017: $02017Assets 2018: $1Liabilities 2018: $0Net Assets 2018: $02018Assets 2019: $1Liabilities 2019: $0Net Assets 2019: $02019Assets 2020: $0Liabilities 2020: $0Net Assets 2020: $02020Assets 2021: $0Liabilities 2021: $0Net Assets 2021: $02021Assets 2022: $0Liabilities 2022: $0Net Assets 2022: $02022Assets 2023: $0Liabilities 2023: $0Net Assets 2023: $02023Assets 2024: $0Liabilities 2024: $0Net Assets 2024: $02024

Highlighted filing

2020

Assets$0
Liabilities$0
Net Assets$0

Operations Trend

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

$6.0B$4.0B$2.0B$0Revenue 2010: $599,972,837Expenses 2010: $599,972,837Net Income 2010: $02010Revenue 2011: $629,187,333Expenses 2011: $629,187,333Net Income 2011: $02011Revenue 2012: $730,406,127Expenses 2012: $730,406,127Net Income 2012: $02012Revenue 2013: $653,384,247Expenses 2013: $653,384,247Net Income 2013: $02013Revenue 2014: $511,884,365Expenses 2014: $511,884,365Net Income 2014: $02014Revenue 2015: $472,306,837Expenses 2015: $472,306,837Net Income 2015: $02015Revenue 2016: $390,799,518Expenses 2016: $390,799,518Net Income 2016: $02016Revenue 2017: $347,294,902Expenses 2017: $347,294,902Net Income 2017: $02017Revenue 2018: $543,141,591Expenses 2018: $543,141,591Net Income 2018: $02018Revenue 2019: $865,749,212Expenses 2019: $865,749,212Net Income 2019: $02019Revenue 2020: $868,571,806Expenses 2020: $0Net Income 2020: $868,571,8062020Revenue 2021: $2,166,472,459Expenses 2021: $2,166,472,459Net Income 2021: $02021Revenue 2022: $3,068,599,936Expenses 2022: $3,068,599,936Net Income 2022: $02022Revenue 2023: $4,586,000,141Expenses 2023: $4,586,000,141Net Income 2023: $02023Revenue 2024: $4,589,156,843Expenses 2024: $4,589,156,843Net Income 2024: $02024

Highlighted filing

2020

Revenue$868,571,806
Expenses$0
Net Income$868,571,806
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 15, 2021
Return Version
2020v4.1
Gross Receipts
$868,571,806
Mission and Program Overview

Mission

The activities of the AstraZeneca Patient Assistance Organization are dedicated to the primary objective of providing pharmaceutical drugs to the needy. The organization receives contributions of certain drugs and distributes them to qualified donees who have demonstrated need.

Sole direct charitable activity is to provide pharmaceutical drugs to the sick, poor, and needy.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$0$0→ $0
Savings and Temporary Cash Investments$0$0→ $0
Accounts Receivable$0$0→ $0
Other Notes and Loans Receivable, Net$0$0→ $0
Pledges and Grants Receivable$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Other Securities$0$0→ $0
Investments Program Related$0$0→ $0
Investments in Publicly Traded Securities$0$0→ $0
Land, Buildings, and Equipment, Net$0$0→ $0
Intangible Assets$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Prepaid Expenses and Deferred Charges$0$0→ $0
Other Assets Total$0$0→ $0
Total Assets$0$0→ $0
Liabilities
Accounts Payable and Accrued Expenses$0$0→ $0
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Other Liabilities$0$0→ $0
Deferred Revenue$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$0$0→ $0
Total Liabilities and Net Assets / Fund Balance$0$0→ $0
Compensation and Service Providers

Board Members and Trustees

NameTitle
Jessica MatthiasDirector
Summer MaddenExecutive Director
Christie BloomquistTrustee
Mina MakarTrustee
Keith BurnsAssistant Treasurer
Kevin DurningAssistant Treasurer
Theresa RoglerAssistant Treasurer
David WhiteTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$868,571,806
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$0
Change in Net Assets
$868,571,806

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
Yes

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Drugs and Medical Supplies58,488$868,571,806Wholesaler acq. cost
Total Noncash Contributions58,488$868,571,806-
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$0
Other Expenses$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$868,571,806--$868,571,806
Total Functional Expenses$868,571,806$0$0$868,571,806
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$0
Fundraising Gross Income$0
Gaming Direct Expenses$0
Gaming Gross Income$0
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990 - Page 6, Part VI

PART VI SECTION A. 6 Did the organization have members or stockholders? There is one member of the organization: AstraZeneca Pharmaceuticals LP (AZPLP). PART VI SECTION A. 7a Did the organization have members, stockholders, or other person who had the power to elect or appoint one or more member of the governing body? The member, AZPLP, has the authority to elect/appoint additional members if necessary through resolution via unanimous written consent. PART VI SECTION B. 11b The organization's Form 990 is prepared by the tax department of AstraZeneca Pharmaceuticals LP PART VI SECTION B. 12c The organization regularly enforces and monitors compliance with the conflict of interest policy by including it in its code of conduct and ensuring compliance with the code of conduct. PART VI SECTION C. 18 The organization does make its Form 990 available to the public upon request. PART VI SECTION C. 19 The organization does not make its governing documents or conflict of interest policy available to the public and the organization does not have financial statements.

Filing and Contact Details

Filer

Filer Name
AstraZeneca Patient Assistance Organization
EIN
56-2591004
In Care Of
% ASTRAZENECA PHARMACEUTICALS
Phone
3028863000
Address
PO Box 15437, Wilmington, DE 19850-5437

Signing Officer

Name
Theresa Rogler
Title
Assistant Treasurer
Phone
3028861078
Signed
2021-11-15

Organization Details

Principal Officer
Theresa Rogler
Formed
2006
Legal Domicile
De
Voting Board Members
3
Independent Board Members
0
Employees
0
Volunteers
9
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IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt00
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0Provide pharmaceutical drug assistance to the
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/NonCashAssistanceAmt0868571806
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/NonCashAssistanceDesc0Pharmaceuitcal drugs
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt058488
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/ValuationMethodUsedDesc0Wholesaler acq. cost
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0AstraZeneca Patient Assistance Organization utilizes a third party, Healthbridge, to administer pharmaceutical drugs to eligible individuals. Healthbridge ensures eligibility requirements are met, maintains patient records (detail of product distributed, quantity of drug, date distributed, etc.) and upon approval distributes the pharmaceutical to the patient.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 - Part 1, Line 2
IRS990/ScheduleJRequiredInd0false
IRS990ScheduleM/AnyPropertyThatMustBeHeldInd0false
IRS990ScheduleM/DrugsAndMedicalSuppliesGrp/ContributionCnt058488
IRS990ScheduleM/DrugsAndMedicalSuppliesGrp/MethodOfDeterminingRevenuesTxt0Wholesaler acq. cost
IRS990ScheduleM/DrugsAndMedicalSuppliesGrp/NonCashCheckboxInd0X
IRS990ScheduleM/DrugsAndMedicalSuppliesGrp/NoncashContributionsRptF990Amt0868571806
IRS990ScheduleM/ReviewProcessUnusualNCGiftsInd0false
IRS990ScheduleM/SupplementalInformationDetail/ExplanationTxt0AstraZeneca Patient Assistance Organization uses a third party, Healthbridge, to administer pharmaceutical drugs to eligible individuals. Healthbridge ensures eligibility requirements are met, maintains patient records (details of product distributed, quantity of drug, date distributed, etc.) and distributes the pharmaceutical drug to the patient.
IRS990ScheduleM/SupplementalInformationDetail/FormAndLineReferenceDesc0AstraZeneca Patient Assistance Organization
IRS990ScheduleM/ThirdPartiesUsedInd0true
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0PART VI SECTION A. 6 Did the organization have members or stockholders? There is one member of the organization: AstraZeneca Pharmaceuticals LP (AZPLP). PART VI SECTION A. 7a Did the organization have members, stockholders, or other person who had the power to elect or appoint one or more member of the governing body? The member, AZPLP, has the authority to elect/appoint additional members if necessary through resolution via unanimous written consent. PART VI SECTION B. 11b The organization's Form 990 is prepared by the tax department of AstraZeneca Pharmaceuticals LP PART VI SECTION B. 12c The organization regularly enforces and monitors compliance with the conflict of interest policy by including it in its code of conduct and ensuring compliance with the code of conduct. PART VI SECTION C. 18 The organization does make its Form 990 available to the public upon request. PART VI SECTION C. 19 The organization does not make its governing documents or conflict of interest policy available to the public and the organization does not have financial statements.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990 - Page 6, Part VI
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0true
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/EIN0232967016
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/EIN1330266089
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/LegalDomicileStateCd0DE
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/LegalDomicileStateCd1DE
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/PrimaryActivitiesTxt0PHARMACEUTICALS
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/PrimaryActivitiesTxt1PHARMACEUTICALS
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/RelatedOrganizationName/BusinessNameLine1Txt0AstraZeneca Pharmaceuticals LP
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/RelatedOrganizationName/BusinessNameLine1Txt1Amylin Pharmaceuticals LLC
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/USAddress/AddressLine1Txt0PO Box 15437
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/USAddress/AddressLine1Txt1PO Box 15437
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/USAddress/CityNm0Wilmington
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/USAddress/CityNm1Wilmington
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/USAddress/StateAbbreviationCd0DE
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/USAddress/StateAbbreviationCd1DE
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/USAddress/ZIPCd0198505437
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/USAddress/ZIPCd1198505437
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0false
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0true
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0false
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0true
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0AstraZeneca Pharmaceuticals LP
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt1Amylin Pharmaceuticals LLC
IRS990ScheduleR/TransferFromOtherOrgInd0false
IRS990ScheduleR/TransferToOtherOrgInd0false
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondLiabilitiesGrp/BOYAmt00
IRS990/TaxExemptBondLiabilitiesGrp/EOYAmt00
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt00
IRS990/TotalAssetsEOYAmt00
IRS990/TotalAssetsGrp/BOYAmt00
IRS990/TotalAssetsGrp/EOYAmt00
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0868571806
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0868571806
IRS990/TotalFunctionalExpensesGrp/TotalAmt0868571806
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt00
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0868571806
IRS990/TotalProgramServiceRevenueAmt00
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0868571806
IRS990/TotalVolunteersCnt09
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt00
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt00
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TransactionWithControlEntInd0false
IRS990/TravelGrp/TotalAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnsecuredNotesLoansPayableGrp/BOYAmt00
IRS990/UnsecuredNotesLoansPayableGrp/EOYAmt00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO Box 15437
IRS990/USAddress/CityNm0Wilmington
IRS990/USAddress/StateAbbreviationCd0DE
IRS990/USAddress/ZIPCd0198505437
IRS990/VotingMembersGoverningBodyCnt03
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.00$0.00$0.00$4,589$4,589$0.00
2023Summary only. Only limited summary data is available for this year.$0.00$0.00$0.00$4,586$4,586$0.00
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.00$0.00$0.00$3,069$3,069$0.00
2021Summary only. Only limited summary data is available for this year.$0.00$0.00$0.00$2,166$2,166$0.00
2020Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$869$0.00$869
2019Summary only. Only limited summary data is available for this year.$0.00$0.00$0.00$866$866$0.00
2018Summary only. Only limited summary data is available for this year.$0.00$0.00$0.00$543$543$0.00
2017Summary only. Only limited summary data is available for this year.$0.00$0.00$0.00$347$347$0.00
2016Summary only. Only limited summary data is available for this year.$0.00$0.00$0.00$391$391$0.00
2015Summary only. Only limited summary data is available for this year.$0.00$0.00$0.00$472$472$0.00
2014Summary only. Only limited summary data is available for this year.$0.00$0.00$0.00$512$512$0.00
2013Summary only. Only limited summary data is available for this year.$0.00$0.00$0.00$653$653$0.00
2012Summary only. Only limited summary data is available for this year.$0.00$0.00$0.00$730$730$0.00
2011Summary only. Only limited summary data is available for this year.$0.00$0.00$0.00$629$629$0.00
2010Summary only. Only limited summary data is available for this year.$0.00$0.00$0.00$600$600$0.00