NonprofitsPatient Advocate Foundation Inc

Education

Patient Advocate Foundation Inc

HAMPTON, VA

Total revenue

$243.5M

Total expenses

$274.2M

Net assets

$281.2M

Grants received

$21.3M

87 grants

EIN

541806317

Tax year

2023

Mission

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.

Programs

2 programs

Non-profit service agreementsin 2009, the foundation entered into a transparent service administration agreement with a national nonprofit organization. The foundation has been engaged to provide full service, transparent administration services to qualified patients that enter their co-pay assistance and patient financial aid programs. The foundation continued to provide this contractual service during 2024 and 2023. The foundation administered services to 70,982 and 69,619 patients in 2024 and 2023, respectively, through this service agreement.

Expenses: $7.9M

Case management servicesfor 28 years, the foundation has provided case management interventions for critically or chronically ill patients across the nation. Our mission is to help patients connect with and maintain access to prescribed healthcare services and medications, navigate insurance barriers, find resources to support cost-of-living expenses during treatment, evaluate and sustain health insurance coverage, and manage or reduce out-of-pocket medical and living expenses.paf's professional case management services are offered at no cost to patients and their families. We collaborate closely with patients, their loved ones, and their care teams, often taking the lead in resolving complex healthcare access and affordability challenges. In fy23/24, the foundation's case management staff directly assisted or advocated for 14,028 individuals, collectively living with 635 unique diseases. On average, each case involved 30 contacts with relevant stakeholders to achieve resolution, totaling 425,825 unique interactions. The average contacts per case increased 20% over fy23/24. This effort resulted in an average debt relief or patient savings of $1,294 per case.in addition to these services, paf distributed 2,542 educational publications to patients and those seeking information. The foundation operates a diverse portfolio of 27 unique case management programs, each designed to support patients in their healthcare journeys, working to resolve access and affordability issues that, if not addressed, impact care and health outcomes.

Expenses: $7.7MGrants: $113K

Financials

FY 2023

Revenue

Contributions & grants$222.9M
Program service revenue$8.2M
Investment income$12.5M
Other revenue
Total revenue$243.5M

Expenses

Grants paid$245.9M
Salaries & benefits$18.8M
Fundraising$1.3M
Other expenses$9.5M
Total expenses$274.2M
Total assets$313.2M
Net assets$281.2M

People

23 listed

NameRoleCompensation

DR ALAN J BALCH PHD

CHIEF EXECUTIVE OFFICER

Board

$336K

20 hrs/wk

FRANCES CASTELLOW

PRESIDENT OF OPERATIONS

Board

$278K

40 hrs/wk

WILLIAM J NASON

CHIEF FINANCIAL OFFICER

Board

$261K

40 hrs/wk

JOHN L MURPHY

FINANCE COMMITTEE CHAIR

Board

1 hrs/wk

AL BENSON III MD FACP

BOARD MEMBER

Board

1 hrs/wk

NORMAN HUBBARD MBA

BOARD MEMBER

Board

1 hrs/wk

DAVID M JACKMAN MD

BOARD MEMBER

Board

1 hrs/wk

AARON LYSS MBA

BOARD MEMBER

Board

1 hrs/wk

OTIS MAYNARD ESQ

BOARD PRESIDENT

Board

1 hrs/wk

LORETTA A WILLIAMS PHDAPRNMSNBSN

BOARD MEMBER

Board

1 hrs/wk

PEARL MOORE RN MN FAAN

BOARD IMMEDIATE PAST PRESIDENT

Board

1 hrs/wk

LARRI SHORT JD

BOARD MEMBER

Board

1 hrs/wk

MAUREEN CULBERTSON

BOARD MEMBER

Board

1 hrs/wk

ROBERT WINN MD

BOARD MEMBER

Board

1 hrs/wk

DANIEL PRESS PHD

BOARD MEMBER

Board

1 hrs/wk

VEENA SHANKARAN MD

BOARD MEMBER

Board

1 hrs/wk

DAVID WHITE

BOARD MEMBER

Board

1 hrs/wk

REGINALD TUCKER-SEELEY MA SCM SCD

BOARD MEMBER

Board

1 hrs/wk

ANGELA M WALKER

CHIEF OF TALENT MANAGEMENT

Staff

$235K

40 hrs/wk

CHRISTINE WILSON

VP ADVOCACY COMMUNICATIONS

Staff

$200K

40 hrs/wk

ALAN RICHARDSON

FORMER EVP OF STRATEGIC PATIENT SOLUTIONS

Staff

$188K

40 hrs/wk

SHONTA CHAMBERS

EVP OF HEALTH EQUITY INITIATIVES

Staff

$186K

40 hrs/wk

ERIN BRADSHAW

CHIEF OF MISSION DELIVERY

Staff

$185K

40 hrs/wk

Independent contractors

TEKCLAN SOFTWARE SOLUTIONS PVT LTD

IT SUPPORT

$1.9M

CROSSCONNECT ENGINEERING

IT SUPPORT

$776K

PHARMACY DATA MANAGEMENT GROUP

PROCESS PHARMACY CLAIMS

$580K

EXPERIAN HEALTH

INCOME VERIFICATION

$197K

ARENT FOX SCHIFF LLP

COMPLIANCE COUNSEL

$150K

Grants received

Showing 87 of 87

FromAmountPurposeYear
$1.5M
Patient Support
2024
$187K
DONNA Careline and financial aid
2024
$106K
EMERGENCY FUND TO AS
2024
$91K
PATIENT ADVOCATE FOUNDATIONS PATIENT INSIGHT INSTITUTE WILL SERVE AS A FULLY INTEGRATED PARTNER ON THE ESC CC SUPPLEMENT PROJECT AND ASSIST WITH LEADERSHIP, ENGAGEMENT, INFO GATHERING, TA AND DISSEMINATION ACTIVITIES
2024
$40K
PATIENT SUPPORT
2024
$35K
UNRESTRICTED GENERAL SUPPORT
2024
$18K
MedCareLine Grant
2024
$11K
GENERAL SUPPORT
2024
$10K
PATIENT ADVOCACY
2024
$7K
GENERAL OPERATING SUPPORT
2024
$3K
MATCHING GIFTS
2024
$1K
GENERAL SUPPORT
2024
$500
General & Unrestricted
2024
$60
VOLUNTEER PROGRAM
2024
$531K
Patient Support
2023
$250K
STRUCTURAL HEART DISEASE CARELINE (SHDCL), HEART VALVE FINANCIAL AID FUND (HVFAF), AND SUMMIT
2023
$181K
DONNA Careline and financial aid
2023
$50K
IGNITE: AN ALLIED APPROACH TO IMPROVE ACCESS TO HEALTHCARE FOR BLACK WOMEN WITH BREAST CANCER AND TRIPLE NEGATIVE BREAST CANCER IN HAMPTON ROADS
2023
$43K
FUND TO COVER UNINSURED MEDICAL EXPENSES
2023
$40K
CHARITABLE PURPOSE
2023
$30K
UNRESTRICTED GENERAL SUPPORT
2023
$25K
HEART VALVE FINANCIAL AID FUND (HEART MONTH)
2023
$18K
EDUCATION & SUPPORT
2023
$10K
PATIENT ADVOCACY
2023
$6K
For grant recipient's exempt purposes
2023
$6K
GENERAL OPERATING SUPPORT
2023
$4K
GENERAL PURPOSE
2023
$1K
GENERAL SUPPORT
2023
$500
PROGRAM/OPERATING SUPPORT
2023
$250
MATCHING GIFTS
2023
$721K
SUPPORT FOR WOMEN IN TREATMENT OR CLINICAL TRIALS FOR OVARIAN CANCER
2022
$425K
Patient Support
2022
$250K
STRUCTURAL HEART DISEASE CARELINE (SHDCL) FORMERLY KNOWN AS HEART VALVE CARELINE (HVCL); HEART VALVE FINANCIAL AID FUND (HVFAF) AND OUTREACH AND MATTERS OF THE HEART ONLINE EDUCATION RESOURCE
2022
$175K
DONNA Careline and financial aid
2022
$150K
SOCIAL DETERMINANTS OF HEALTH GRANTS
2022
$100K
Charitable
2022
$45K
CHARITABLE PURPOSE
2022
$20K
UNRESTRICTED GENERAL SUPPORT
2022
$15K
Education & support
2022
$10K
PROGRAM SUPPORT AND/OR OPERATING
2022
$10K
EMPLOYEE SURVEY YEAR END GIFT
2022
$10K
OPERATIONAL
2022
$10K
PATIENT ADVOCACY
2022
$8K
For grant recipient's exempt purposes
2022
$5K
GENERAL OPERATING SUPPORT
2022
$3K
GENERAL SUPPORT
2022
$1.0M
Education and Development
2021
$190K
DONNA CarelineDonation
2021
$45K
CHARITABLE PURPOSE
2021
$10K
ASSIST ACROMEGALY PATIENTS
2021
$5K
GENERAL OPERATING SUPPORT
2021
$5K
GENERAL OPERATING SUPPORT
2021
$10.7M
GENERAL PURPOSE
2020
$500K
PATIENT SUPPORT
2020
$250K
EVERY HEARTBEAT MATTERS 2025
2020
$200K
FOR THE EXEMPT PURPOSES OF THIS ORGANIZATION
2020
$143K
DONNA CarelineDonation
2020
$114K
SUPPORT
2020
$100K
US - COMMUNITY GRANT SUPPORT
2020
$50K
US - COMMUNITY GRANT SUPPORT
2020
$45K
CHARITABLE PURPOSE
2020
$40K
GENERIC GRANT APPLICATION
2020
$15K
For grant recipient's exempt purposes
2020
$10K
UNRESTRICTED GENERAL SUPPORT
2020
$8K
Unrestricted
2020
$8K
Annual Contribution
2020
$400
GENERAL OPERATING SUPPORT
2020
$194K
DONNA CarelineDonation
2019
$20K
UNRESTRICTED GENERAL SUPPORT
2019
$6K
For grant recipient's exempt purposes
2019
$45K
CHARITABLE PURPOSE
2018
$5K
GENERAL OPERATING SUPPORT
2018
$400
GENERAL OPERATING SUPPORT
2018
$100K
DONNA CarelineDonation
2017

Funded by

$21.3M from 36 funders · 87 grants · 2017–2024

Bristol-Myers Squibb Foundation Inc

$10.7M · 1 grant · 2020

American Cancer Society Inc

$2.9M · 4 grants · 2020–2024

National Ovarian Cancer Coalition Inc

$2.5M · 3 grants · 2022–2024

The Donna Foundation Inc

$1.2M · 7 grants · 2017–2024

American Diabetes Association

$1.0M · 1 grant · 2021

Edwards Lifesciences Foundation

$815K · 5 grants · 2020–2023

Begin Again Foundation

$541K · 3 grants · 2020–2023

The Pfizer Foundation Inc

$303K · 6 grants · 2020–2024

Details

EIN541806317
NTEE codeB90
Subsection03
Ruling date1996-10
Formed1996
Employees280
Volunteers0
PATIENT ADVOCATE FOUNDATION INC — Mission, Financials & Grants Received | Grantivo