Totals
- Total revenue
- $284,709,120
- Total expenses
- $230,788,273
- Contributions and grants received
- $267,874,042
- Grants paid
- $213,200,863
- Program service revenue
- $0
- Investment income
- $16,835,078
- Other revenue
- $0
- Total assets, end of year
- $565,555,605
- Total liabilities, end of year
- $17,292,138
- Net assets or fund balances, end of year
- $548,263,467
- Program services expenses (Part IX)
- $219,427,594
- Management and general expenses
- $9,615,448
- Fundraising expenses
- $1,745,231
- Program service expenses (Part III)
- $219,427,594
Program services were 95.1% 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.
Revenue
Part VIII, the statement of revenue.
-
1f · All other contributions, gifts and grants
$267,874,042
-
2f · All other program service revenue
total $0 · related or exempt $0 · unrelated business $0 · excluded $0
-
3 · Investment income
total $14,682,814 · excluded $14,682,814
-
6c · Rental income or loss
real property $0 · personal property $0
-
7a · Gross sales of assets other than inventory
securities $20,264,554
-
7b · Less cost or other basis and sales expenses
securities $18,112,290
-
7c · Gain or loss
securities $2,152,264 · other assets $0
-
7d · Net gain or loss
total $2,152,264 · excluded $2,152,264
-
8c · Net income from fundraising events
total $0
-
11d · All other revenue
total $0 · related or exempt $0 · unrelated business $0 · excluded $0
-
11e · Other revenue, total
$0
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $0 · program services $0
-
2 · Grants to domestic individuals
total $213,200,863 · program services $213,200,863
-
3 · Grants to foreign organizations and individuals
total $0 · program services $0
-
4 · Benefits paid to or for members
total $0 · program services $0
-
5 · Compensation of officers, directors and key employees
total $3,409,481 · program services $214,646 · management and general $2,351,094 · fundraising $843,741
-
6 · Compensation of disqualified persons
total $0 · program services $0 · management and general $0 · fundraising $0
-
7 · Other salaries and wages
total $4,524,532 · program services $3,028,738 · management and general $1,289,451 · fundraising $206,343
-
8 · Pension plan contributions
total $550,485 · program services $89,892 · management and general $352,554 · fundraising $108,039
-
9 · Other employee benefits
total $2,509,487 · program services $1,579,197 · management and general $793,693 · fundraising $136,597
-
10 · Payroll taxes
total $546,180 · program services $237,664 · management and general $246,919 · fundraising $61,597
-
11a · Fees: management
total $0 · program services $0 · management and general $0 · fundraising $0
-
11b · Fees: legal
total $1,684,752 · program services $0 · management and general $1,684,752 · fundraising $0
-
11c · Fees: accounting
total $66,350 · program services $0 · management and general $66,350 · fundraising $0
-
11d · Fees: lobbying
total $0 · program services $0 · management and general $0 · fundraising $0
-
11e · Fees: professional fundraising services
total $208,545 · fundraising $208,545
-
11f · Fees: investment management
total $111,616 · program services $0 · management and general $111,616 · fundraising $0
-
11g · Fees: other
total $302,485 · program services $11,823 · management and general $275,662 · fundraising $15,000
-
12 · Advertising and promotion
total $44,188 · program services $726 · management and general $41,662 · fundraising $1,800
-
13 · Office expenses
total $17,962 · program services $0 · management and general $17,244 · fundraising $718
-
14 · Information technology
total $2,516,793 · program services $606,383 · management and general $1,890,228 · fundraising $20,182
-
15 · Royalties
total $0 · program services $0 · management and general $0 · fundraising $0
-
16 · Occupancy
total $264,383 · program services $135,572 · management and general $125,025 · fundraising $3,786
-
17 · Travel
total $149,552 · program services $886 · management and general $85,254 · fundraising $63,412
-
18 · Travel or entertainment for public officials
total $0 · program services $0 · management and general $0 · fundraising $0
-
19 · Conferences, conventions and meetings
total $38,923 · program services $0 · management and general $1,156 · fundraising $37,767
-
20 · Interest
total $0 · program services $0 · management and general $0 · fundraising $0
-
21 · Payments to affiliates
total $0 · program services $0 · management and general $0 · fundraising $0
-
22 · Depreciation, depletion and amortization
total $179,800 · program services $96,909 · management and general $80,009 · fundraising $2,882
-
23 · Insurance
total $38,351 · program services $0 · management and general $38,351 · fundraising $0
-
24a · Other expenses: PATIENT COMMUNICATIONS
total $119,126 · program services $81,730 · management and general $37,396 · fundraising $0
-
24b · Other expenses: POSTAGE AND SHIPPING
total $185,400 · program services $142,723 · management and general $21,249 · fundraising $21,428
-
24c · Other expenses: PAYROLL PROCESSING FEE
total $83,388 · program services $0 · management and general $83,388 · fundraising $0
-
24d · Other expenses: OTHER EXPENSE
total $17,419 · program services $0 · management and general $6,032 · fundraising $11,387
-
24e · All other expenses
total $18,212 · program services -$158 · management and general $16,363 · fundraising $2,007
Balance sheet
Part X, book values.
-
2 · Savings and temporary cash investments
beginning of year $363,858,443 · end of year $428,930,328
-
3 · Pledges and grants receivable
beginning of year $84,430,000 · end of year $66,075,000
-
5 · Loans and receivables from officers and key people
beginning of year $0 · end of year $0
-
6 · Loans and receivables from disqualified persons
beginning of year $0 · end of year $0
-
9 · Prepaid expenses and deferred charges
beginning of year $1,364,317 · end of year $757,173
-
10a · Land, buildings and equipment: cost or other basis
$3,209,669
-
10b · Land, buildings and equipment: accumulated depreciation
$1,856,649
-
10c · Land, buildings and equipment, net
beginning of year $2,119,202 · end of year $1,353,020
-
11 · Investments: publicly traded securities
beginning of year $55,763,664 · end of year $67,489,565
-
12 · Investments: other securities
beginning of year $0
-
13 · Investments: program-related
beginning of year $0
-
15 · Other assets
beginning of year $1,106,965 · end of year $950,519
-
17 · Accounts payable and accrued expenses
beginning of year $1,586,776 · end of year $1,654,847
-
22 · Loans and payables to officers and key people
beginning of year $0 · end of year $0
-
25 · Other liabilities
beginning of year $12,606,806 · end of year $15,637,291
-
27 · Net assets without donor restrictions
beginning of year $94,220,610 · end of year $113,927,913
-
28 · Net assets with donor restrictions
beginning of year $400,228,399 · end of year $434,335,554
Mission and programs · 2025
Mission
TO HELP INSURED PEOPLE WITH LIFE-CHANGING DISEASES OVERCOME THE FINANCIAL BARRIERS PREVENTING THEM FROM ACCESSING TREATMENT.
Activities or mission (Part I)
TO HELP INSURED PEOPLE WITH LIFE-CHANGING DISEASES OVERCOME THE FINANCIAL BARRIERS PREVENTING THEM FROM ACCESSING TREATMENT
-
IN 2025, THE ASSISTANCE FUND (TAF) PROVIDED OVER $213 MILLION IN FINANCIAL ASSISTANCE TO APPROXIMATELY 73,000 PATIENTS. TAF LAUNCHED NINE NEW DISEASE PROGRAMS IN 2025, BRINGING THE TOTAL NUMBER OF DISEASES COVERED TO OVER 100 (INCLUDING 65 RARE DISEASES). TAF ASSISTED NEARLY 5,000 PATIENTS WITH HEALTH INSURANCE PREMIUMS AND OTHER INCIDENTAL MEDICAL EXPENSES. TAF PROVIDES ASSISTANCE TO PATIENTS ON A CALENDAR-YEAR BASIS AND OFFERS ANNUAL REENROLLMENT FOR MOST DISEASE PROGRAMS, SUBJECT TO AVAILABILITY OF FUNDING. NINETY-FIVE PERCENT (95%) OF PATIENTS WHO APPLIED FOR REENROLLMENT FOR 2025 WERE APPROVED. NEARLY ONE-QUARTER OF TAF PATIENTS RECEIVE ASSISTANCE ACROSS MULTIPLE YEARS.
Expenses $219,427,594 · Grants $213,200,863
As filed on the 2025 return.
Listed in Part VII
-
Linda HowardLINDA HOWARD
CHAIRMAN, BOARD OF DIRECTORS
- Total calculated
- $0
- Hours/week
- 2
-
Sharon PattersonSHARON PATTERSON
VICE CHAIR, BOARD OF DIRECTORS
- Total calculated
- $0
- Hours/week
- 2
-
Daniel KleinDANIEL KLEIN
BOARD OF DIRECTORS MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
Frank D'AcostaFRANK D'ACOSTA
BOARD OF DIRECTORS MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
Jeff MilfordJEFF MILFORD
BOARD OF DIRECTORS MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
John RushingJOHN RUSHING
BOARD OF DIRECTORS MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
John WagnerJOHN WAGNER
BOARD OF DIRECTORS MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
Julie JudgeJULIE JUDGE
BOARD OF DIRECTORS MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
Justin AronsonJUSTIN ARONSON
BOARD OF DIRECTORS MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
Lawrence HatchLAWRENCE HATCH
BOARD OF DIRECTORS MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
Tom BaileyTOM BAILEY
BOARD OF DIRECTORS MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
Danielle VizcainoDANIELLE VIZCAINO
CHIEF EXECUTIVE OFFICER
- Total calculated
- $567,706
- From this org
- $524,820
- From related orgs
- $0
- Other
- $42,886
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $365,995
- Bonus
- $157,025
- Other
- $1,800
- Deferred
- $21,000
- Nontaxable benefits
- $21,886
- Filer's total
- $567,706
-
Steven AlseneSTEVEN ALSENE
CHIEF FINANCIAL OFFICER
- Total calculated
- $457,421
- From this org
- $404,403
- From related orgs
- $0
- Other
- $53,018
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $287,836
- Bonus
- $114,767
- Other
- $1,800
- Deferred
- $19,296
- Nontaxable benefits
- $33,722
- Filer's total
- $457,421
-
Dalia KacenauskaiteDALIA KACENAUSKAITE
VP, OPERATIONS
- Total calculated
- $162,713
- From this org
- $148,913
- From related orgs
- $0
- Other
- $13,800
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $147,113
- Bonus
- $0
- Other
- $1,800
- Deferred
- $6,467
- Nontaxable benefits
- $7,333
- Filer's total
- $162,713
-
Gerald LauriaGERALD LAURIA
CHIEF DEVELOPMENT OFFICER
- Total calculated
- $514,068
- From this org
- $459,346
- From related orgs
- $0
- Other
- $54,722
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $325,036
- Bonus
- $132,510
- Other
- $1,800
- Deferred
- $21,000
- Nontaxable benefits
- $33,722
- Filer's total
- $514,068
-
Jacqueline PernierJACQUELINE PERNIER
SENIOR DIRECTOR COMPLIANCE
- Total calculated
- $216,853
- From this org
- $172,235
- From related orgs
- $0
- Other
- $44,618
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $157,935
- Bonus
- $12,500
- Other
- $1,800
- Deferred
- $10,896
- Nontaxable benefits
- $33,722
- Filer's total
- $216,853
-
John D'AngeloJOHN D'ANGELO
SR. VP, BUSINESS INTELLIGENCE
- Total calculated
- $313,107
- From this org
- $290,256
- From related orgs
- $0
- Other
- $22,851
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $212,329
- Bonus
- $76,127
- Other
- $1,800
- Deferred
- $11,084
- Nontaxable benefits
- $11,767
- Filer's total
- $313,107
-
Akhilash PennamAKHILASH PENNAM
DIRECTOR OF CRM DEVELOPMENT
- Total calculated
- $214,352
- From this org
- $179,862
- From related orgs
- $0
- Other
- $34,490
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $165,562
- Bonus
- $12,500
- Other
- $1,800
- Deferred
- $11,058
- Nontaxable benefits
- $23,432
- Filer's total
- $214,352
-
Amanda KesslerAMANDA KESSLER
DIRECTOR, HUMAN RESOURCES
- Total calculated
- $213,023
- From this org
- $174,507
- From related orgs
- $0
- Other
- $38,516
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $162,707
- Bonus
- $10,000
- Other
- $1,800
- Deferred
- $7,035
- Nontaxable benefits
- $31,481
- Filer's total
- $213,023
-
Dilip PariharDILIP PARIHAR
SOLUTIONS ARCHITECT
- Total calculated
- $202,285
- From this org
- $158,661
- From related orgs
- $0
- Other
- $43,624
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $144,361
- Bonus
- $12,500
- Other
- $1,800
- Deferred
- $9,902
- Nontaxable benefits
- $33,722
- Filer's total
- $202,285
-
Leena PatelLEENA PATEL
VP, BUSINESS DEVELOPMENT
- Total calculated
- $277,750
- From this org
- $229,499
- From related orgs
- $0
- Other
- $48,251
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $193,199
- Bonus
- $34,500
- Other
- $1,800
- Deferred
- $14,529
- Nontaxable benefits
- $33,722
- Filer's total
- $277,750
-
Margaret FigleyMARGARET FIGLEY
SR. DIRECTOR, COMMUNICATIONS
- Total calculated
- $270,214
- From this org
- $222,721
- From related orgs
- $0
- Other
- $47,493
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $208,421
- Bonus
- $12,500
- Other
- $1,800
- Deferred
- $13,771
- Nontaxable benefits
- $33,722
- Filer's total
- $270,214
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
Answered yes
- 3 · Compensation committee
- 3 · Independent compensation consultant
- 3 · Compensation survey or study
- 3 · Approval by the board or compensation committee
- 4b · Supplemental nonqualified retirement plan
Answered no
- 4a · Severance or change-of-control payment
- 4c · Equity-based compensation arrangement
- 5a · Pay contingent on this organization's revenues
- 5b · Pay contingent on a related organization's revenues
- 6a · Pay contingent on this organization's net earnings
- 6b · Pay contingent on a related organization's net earnings
- 7 · Other non-fixed payments
- 8 · Paid under the initial-contract exception
The filer's explanations (Part III)
- Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan
- TAF HAS A NON-QUALIFIED DEFERRED COMPENSTION PLAN UNDER IRC SECTION 457(F) FOR CERTAIN KEY EMPLOYEES. THERE ARE NO EMPLOYEE CONTRIBUTIONS ALLOWED UNDER THE 457(F) PLAN, WHICH IS FULLY FUNDED BY TAF. THIRTY PERCENT (30%) OF THESE AWARD AMOUNTS VEST AT THE END OF THREE YEARS FROM THE DATE OF ISSUANCE, WITH THE REMAINING SEVENTY PERCENT (70%) VESTING AT THE END OF FIVE YEARS FROM THE DATE OF ISSUANCE. INDIVIDUALS MUST BE CONTINUOUSLY EMPLOYED THROUGH THE VESTING DATE TO EARN THE RESPECTIVE AWARD AMOUNTS
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
- 7 May 2026
- IRS schema version
- 2025v4.1
- Source object
- 202611279349302236
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