Form 990 for tax year 2025

Totals

Total revenue

$1,418,312

Total expenses

$1,362,409

Contributions and grants received

$873,217

Grants paid

$0

Program service revenue

$542,995

Investment income

$691

Other revenue

$1,409

Total assets, end of year

$2,947,057

Total liabilities, end of year

$240

Net assets or fund balances, end of year

$2,946,817

Program services expenses (Part IX)

$1,229,303

Management and general expenses

$62,002

Fundraising expenses

$71,104

Program service expenses (Part III)

$1,229,303

Program services were 90.2% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Mission and programs · 2025

• ADVOCACY - THROUGH DIRECT CONSUMER ASSISTANCE, EDUCATION, AND GRASSROOTS COMMUNITY ORGANIZING, PHAN MEETS PEOPLE WHERE THEY ARE, ENGAGES THEM IN ACTION, AND BUILDS A MOVEMENT TOWARDS A BETTER AND MORE EQUITABLE HEALTHCARE SYSTEM FOR ALL PENNSYLVANIANS. WE GATHER THE EXPERIENCES OF PEOPLE WHO ARE IMPACTED BY PROPOSED OR CURRENT POLICIES THROUGH COMMUNITY CONVERSATIONS HELD BY LOCAL ORGANIZERS IN COMMUNITIES THROUGHOUT OUR STATE. WE COMBINE COMMUNITY-IDENTIFIED NEEDS, ISSUES, AND CONCERNS WITH RELEVANT DATA AND NATIONAL MODELS TO DEVELOP POLICY POSITIONS AND RECOMMENDATIONS THAT DRIVE OUR ADVOCACY WORK. WE EDUCATE BOTH STAKEHOLDERS AND COMMUNITIES ABOUT HEALTH POLICY, HELPING THEM TO UNDERSTAND WHAT'S AT STAKE AND ENSURING THEY HAVE THE INFORMATION TO BE A PART OF THE PUBLIC DIALOGUE. WE BRING TOGETHER DIVERSE COALITIONS OF STAKEHOLDERS AND COMMUNITIES - BOTH RURAL AND URBAN - THROUGHOUT OUR STATE TO WIN LASTING POLICY CHANGE.

  Expenses $742,377 · Revenue $542,995

• CONSUMER ASSISTANCE PROGRAM - PHAN'S TEAM OF COMMUNITY ENGAGEMENT SPECIALISTS HELP ANSWER QUESTIONS ABOUT HEALTH INSURANCE, THE PROCESS OF ENROLLING, RE-ENROLLING, TROUBLESHOOT PROGRAMS, WORK WITH NEW ENROLLEES TO BECOME MORE ACTIVE AND ENGAGE CONSUMERS OF HEALTHCARE. PHAN SERVICES 65 OUT OF 67 COUNTIES IN PENNSYLVANIA. PHAN'S STATEWIDE HELPLINE RECEIVES OVER 11,000 CALLS PER YEAR AND HAS CONNECTED OVER 38,000 INDIVIDUALS TO COVERAGE SINCE THE PROGRAM HAS STARTED.

  Expenses $486,926

As filed on the 2025 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

No itemized grants to organizations on this return.

Provenance

Return type

form_990

Tax year

2025

Filed

27 July 2026

IRS schema version

2025v4.0

Source object

202622099349300602

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

The source document this was parsed from is served over the API, which is where bulk and document access live.