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← PATIENT ASSISTANCE FOUNDATION

Form 990 for tax year 2024

Filed by PATIENT ASSISTANCE FOUNDATION.

Totals

Total revenue
$1,092,692
Total expenses
$1,511,055
Contributions and grants received
$138,110
Grants paid
$3,000
Program service revenue
$918,052
Investment income
$36,530
Other revenue
$0
Total assets, end of year
$1,031,037
Total liabilities, end of year
$163,297
Net assets or fund balances, end of year
$867,740
Program services expenses (Part IX)
$1,322,102
Management and general expenses
$111,735
Fundraising expenses
$77,218
Program service expenses (Part III)
$1,322,102

Program services were 87.5% 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

    $138,110

  • 2a · Program service revenue: BEHAVIORAL/MENTAL HEAL

    total $874,030 · related or exempt $874,030

  • 2b · Program service revenue: HEALTH SCREENING

    total $39,889 · related or exempt $39,889

  • 2c · Program service revenue: HEALTH EDUCATION

    total $4,133 · related or exempt $4,133

  • 3 · Investment income

    total $11,419 · excluded $11,419

  • 7a · Gross sales of assets other than inventory

    securities $521,785

  • 7b · Less cost or other basis and sales expenses

    securities $496,674

  • 7c · Gain or loss

    securities $25,111

  • 7d · Net gain or loss

    total $25,111 · excluded $25,111

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $2,000 · program services $2,000

  • 2 · Grants to domestic individuals

    total $1,000 · program services $1,000

  • 5 · Compensation of officers, directors and key employees

    total $192,375 · program services $115,425 · management and general $38,475 · fundraising $38,475

  • 7 · Other salaries and wages

    total $899,881 · program services $876,701 · management and general $1,440 · fundraising $21,740

  • 8 · Pension plan contributions

    total $11,283 · program services $10,240 · management and general $416 · fundraising $627

  • 9 · Other employee benefits

    total $79,510 · program services $72,205 · management and general $2,912 · fundraising $4,393

  • 10 · Payroll taxes

    total $79,373 · program services $72,091 · management and general $2,903 · fundraising $4,379

  • 11b · Fees: legal

    total $60 · program services $60

  • 11c · Fees: accounting

    total $57,820 · management and general $57,820

  • 11g · Fees: other

    total $29,436 · program services $29,022 · management and general $165 · fundraising $249

  • 13 · Office expenses

    total $26,956 · program services $20,291 · management and general $3,335 · fundraising $3,330

  • 14 · Information technology

    total $19,979 · program services $19,015 · management and general $297 · fundraising $667

  • 16 · Occupancy

    total $84,238 · program services $80,175 · management and general $1,250 · fundraising $2,813

  • 17 · Travel

    total $1,499 · program services $877 · management and general $622

  • 22 · Depreciation, depletion and amortization

    total $229 · program services $218 · management and general $3 · fundraising $8

  • 23 · Insurance

    total $12,784 · program services $10,349 · management and general $1,921 · fundraising $514

  • 24a · Other expenses: SUPPLIES

    total $10,827 · program services $10,644 · management and general $171 · fundraising $12

  • 24b · Other expenses: MEMBERSHIP DUES

    total $1,627 · program services $1,620 · management and general $2 · fundraising $5

  • 24c · Other expenses: EQUIPMENT RENTAL

    total $178 · program services $169 · management and general $3 · fundraising $6

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $50,904 · end of year $56,220

  • 2 · Savings and temporary cash investments

    beginning of year $22,495 · end of year $11,427

  • 4 · Accounts receivable

    beginning of year $76,925 · end of year $75,726

  • 9 · Prepaid expenses and deferred charges

    beginning of year $12,905 · end of year $15,309

  • 10a · Land, buildings and equipment: cost or other basis

    $1,394

  • 10b · Land, buildings and equipment: accumulated depreciation

    $315

  • 10c · Land, buildings and equipment, net

    beginning of year $1,308 · end of year $1,079

  • 11 · Investments: publicly traded securities

    beginning of year $1,176,931 · end of year $871,276

  • 17 · Accounts payable and accrued expenses

    beginning of year $114,679 · end of year $163,297

  • 27 · Net assets without donor restrictions

    beginning of year $1,207,382 · end of year $846,257

  • 28 · Net assets with donor restrictions

    beginning of year $19,407 · end of year $21,483

Mission and programs · 2024

Mission

TO PROVIDE AND PROMOTE INNOVATIVE HEALTH CARE AND HEALTH MAINTENANCE PROGRAMS TO THE GREATER BAY AREA AS WELL AS PATIENTS SERVED BY CPMC. CHRC PROVIDES COUNSELING, EDUCATION AND COORDINATION OF MULTIPLE PATIENT SERVICES TO SUPPLEMENT THE CARE AND SUPPORT PROVIDED BY PHYSICIANS.

  • BEHAVIORAL/MENTAL HEALTH SERVICES AND NUTRITION COUNSELING -- THE ORGANIZATION HAS A TEAM OF LICENSED PROFESSIONALS OFFERING SUPPORT FOR INDIVIDUALS, GROUPS AND FAMILIES LOOKING FOR EMOTIONAL OR PRACTICAL GUIDANCE AND SUPPORT. LIKEWISE, THE ORGANIZATION HAS A TEAM OF REGISTERED DIETITIANS THAT PROVIDES NUTRITION COUNSELING SERVICES. THE ORGANIZATION'S NUTRITION SERVICES PROVIDE EDUCATION AND INSTRUCTION TO HELP SUPPORT ONE'S INDIVIDUAL VARIETY OF CONDITIONS, CONCERNS, GOALS AND LIFE STAGES.

    Expenses $705,830 · Grants $3,000 · Revenue $874,030

  • HEALTH EDUCATION -- THE ORGANIZATION OFFERS MONTHLY WELLNESS EVENTS THAT INCLUDE HEALTH SCREENINGS, COMMUNITY EDUCATION LECTURES AND EMPLOYEE WELLNESS PRESENTATIONS.

    Expenses $509,251 · Revenue $4,133

  • HEALTH SCREENINGS -- THE ORGANIZATION PROVIDES BOTH GRANT-FUNDED AND CONTRACTED HEALTH SCREENING SERVICES AT EMPLOYEE HEALTH AFFAIRS, WELLNESS EVENTS, SCHOOLS AND COMMUNITY CENTERS. THE HEALTH SCREENING SERVICES, WHICH INCLUDE CHOLESTEROL, BLOOD GLUCOSE, BLOOD PRESSURE, BODY MASS INDEX, BONE DENSITY AND MEMORY SCREENS, ARE CONDUCTED BY REGISTERED NURSES.

    Expenses $107,021 · Revenue $39,889

As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Marilyn Kutzscher MD

    PRESIDENT

    Total calculated
    $0
    Hours/week
    1
  • Frank Huang

    TREASURER - SECRETARY

    Total calculated
    $0
    Hours/week
    1
  • Ari Baron MD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Barry Baron MD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Bagna Braestrup

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Peter Callander MD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Jennifer Hirst

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Marcy Nathan

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Charles Sellman

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Naveen Srivatsa

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Shilpa Shah MD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Scott Plymale LCSW

    EXECUTIVE DIRECTOR

    Total calculated
    $192,375
    From this org
    $173,788
    From related orgs
    $0
    Other
    $18,587
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $163,788
    Bonus
    $10,000
    Other
    $0
    Deferred
    $2,600
    Nontaxable benefits
    $15,987
    Filer's total
    $192,375

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

None.

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 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

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
2024
Filed
27 October 2025
IRS schema version
2024v5.2
Source object
202543209349301839

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