Totals
- Total revenue
- $288,357,934
- Total expenses
- $269,288,161
- Contributions and grants received
- $284,392,657
- Grants paid
- $253,725,841
- Program service revenue
- $0
- Investment income
- $3,965,277
- Other revenue
- $0
- Total assets, end of year
- $391,103,788
- Total liabilities, end of year
- $11,748,050
- Net assets or fund balances, end of year
- $379,355,738
- Program services expenses (Part IX)
- $258,661,396
- Management and general expenses
- $8,190,401
- Fundraising expenses
- $2,436,364
- Program service expenses (Part III)
- $258,661,396
Program services were 96.1% 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
$284,392,657
-
3 · Investment income
total $3,934,794 · excluded $3,934,794
-
4 · Income from investment of tax-exempt bond proceeds
total $0
-
5 · Royalties
total $0
-
6c · Rental income or loss
real property $0 · personal property $0
-
6d · Net rental income or loss
total $0
-
7a · Gross sales of assets other than inventory
securities $4,995,673
-
7b · Less cost or other basis and sales expenses
securities $4,965,190
-
7c · Gain or loss
securities $30,483
-
7d · Net gain or loss
total $30,483 · excluded $30,483
-
8a · Fundraising events: gross income
$0
-
8b · Fundraising events: direct expenses
$0
-
8c · Net income from fundraising events
total $0
-
9a · Gaming: gross income
$0
-
9b · Gaming: direct expenses
$0
-
9c · Net income from gaming
total $0
-
10a · Gross sales of inventory
$0
-
10b · Cost of goods sold
$0
-
10c · Net income from sales of inventory
total $0
-
11e · Other revenue, total
$0
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $0
-
2 · Grants to domestic individuals
total $253,725,841 · program services $253,725,841
-
3 · Grants to foreign organizations and individuals
total $0
-
4 · Benefits paid to or for members
total $0
-
5 · Compensation of officers, directors and key employees
total $2,329,765 · program services $351,639 · management and general $1,301,042 · fundraising $677,084
-
6 · Compensation of disqualified persons
total $0
-
7 · Other salaries and wages
total $4,171,961 · program services $2,054,443 · management and general $1,731,559 · fundraising $385,959
-
8 · Pension plan contributions
total $379,884 · program services $92,494 · management and general $211,367 · fundraising $76,023
-
9 · Other employee benefits
total $2,026,191 · program services $1,233,709 · management and general $669,471 · fundraising $123,011
-
10 · Payroll taxes
total $448,825 · program services $184,954 · management and general $204,201 · fundraising $59,670
-
11a · Fees: management
total $0
-
11b · Fees: legal
total $1,003,822 · management and general $1,000,077 · fundraising $3,745
-
11c · Fees: accounting
total $75,210 · management and general $75,210
-
11d · Fees: lobbying
total $240,000 · fundraising $240,000
-
11e · Fees: professional fundraising services
total $283,062 · fundraising $283,062
-
11f · Fees: investment management
total $122,195 · management and general $122,195
-
11g · Fees: other
total $605,104 · program services $19,019 · management and general $366,085 · fundraising $220,000
-
12 · Advertising and promotion
total $54,996 · management and general $53,068 · fundraising $1,928
-
13 · Office expenses
total $27,684 · program services $1,705 · management and general $25,526 · fundraising $453
-
14 · Information technology
total $2,381,523 · program services $564,605 · management and general $1,784,662 · fundraising $32,256
-
15 · Royalties
total $0
-
16 · Occupancy
total $623,419 · program services $277,804 · management and general $262,838 · fundraising $82,777
-
17 · Travel
total $350,285 · program services $16,908 · management and general $201,510 · fundraising $131,867
-
18 · Travel or entertainment for public officials
total $0
-
19 · Conferences, conventions and meetings
total $59,485 · program services $11,351 · management and general $15,688 · fundraising $32,446
-
20 · Interest
total $0
-
21 · Payments to affiliates
total $0
-
22 · Depreciation, depletion and amortization
total $0
-
23 · Insurance
total $34,746 · management and general $34,746
-
24a · Other expenses: OTHER EXPENSES
total $272,931 · program services $126,924 · management and general $59,924 · fundraising $86,083
-
24b · Other expenses: PAYCHEX PROCESSING FEES
total $71,232 · management and general $71,232
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $0 · end of year $0
-
2 · Savings and temporary cash investments
beginning of year $315,708,788 · end of year $263,598,138
-
3 · Pledges and grants receivable
beginning of year $29,087,500 · end of year $77,745,000
-
4 · Accounts receivable
beginning of year $0 · end of year $0
-
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
-
7 · Other notes and loans receivable
beginning of year $0 · end of year $0
-
8 · Inventories for sale or use
beginning of year $0 · end of year $0
-
9 · Prepaid expenses and deferred charges
beginning of year $1,043,259 · end of year $1,212,021
-
10a · Land, buildings and equipment: cost or other basis
$4,173,612
-
10b · Land, buildings and equipment: accumulated depreciation
$2,074,899
-
10c · Land, buildings and equipment, net
beginning of year $2,231,563 · end of year $2,098,713
-
11 · Investments: publicly traded securities
beginning of year $28,040,979 · end of year $45,999,196
-
12 · Investments: other securities
beginning of year $0 · end of year $0
-
13 · Investments: program-related
beginning of year $0 · end of year $0
-
14 · Intangible assets
beginning of year $0 · end of year $0
-
15 · Other assets
beginning of year $0 · end of year $450,720
-
17 · Accounts payable and accrued expenses
beginning of year $878,784 · end of year $1,075,709
-
18 · Grants payable
beginning of year $0 · end of year $0
-
19 · Deferred revenue
beginning of year $0 · end of year $0
-
20 · Tax-exempt bond liabilities
beginning of year $0 · end of year $0
-
21 · Escrow or custodial account liability
beginning of year $0 · end of year $0
-
22 · Loans and payables to officers and key people
beginning of year $0 · end of year $0
-
23 · Secured mortgages and notes payable
beginning of year $0 · end of year $0
-
24 · Unsecured notes and loans payable
beginning of year $0 · end of year $0
-
25 · Other liabilities
beginning of year $11,841,758 · end of year $10,672,341
-
27 · Net assets without donor restrictions
beginning of year $66,683,632 · end of year $65,475,997
-
28 · Net assets with donor restrictions
beginning of year $296,707,915 · end of year $313,879,741
Mission and programs · 2022
Mission
OUR MISSION IS TO PROVIDE UNDERINSURED PEOPLE LIVING WITH LIFE-THREATENING, CHRONIC, AND RARE DISEASES ACCESS TO CRITICAL TREATMENT THROUGH FINANCIAL ASSISTANCE, EDUCATION, AND ADVOCACY.
Activities or mission (Part I)
TO PROVIDE UNDERINSURED PEOPLE LIVING WITH LIFE-THREATENING, CHRONIC, AND RARE DISEASES ACCESS TO CRITICAL TREATMENT THROUGH FINANCIAL ASSISTANCE, EDUCATION, AND ADVOCACY.
-
The Assistance Fund (TAF) is an independent charitable patient assistance organization that helps patients and families facing high medical out-of-pocket costs by providing financial assistance for their copayments, coinsurance, deductibles, and other health-related expenses. TAF assisted 40,806 patients in 2022 and added seven new disease programs, increasing our total from 72 to 79 in 2022. (CONTINUED ON SCHEDULE O)
Expenses $258,661,396 · Grants $253,725,841
As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Gerald LauriaGERALD LAURIA
VP OF BUSINESS DEVELOPMENT
- Total calculated
- $413,625
- From this org
- $338,167
- From related orgs
- $0
- Other
- $75,458
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $279,367
- Bonus
- $57,000
- Other
- $1,800
- Deferred
- $47,500
- Nontaxable benefits
- $27,958
- Filer's total
- $413,625
-
Mark McGreevyMARK MCGREEVY
PRESIDENT
- Total calculated
- $371,940
- From this org
- $343,890
- From related orgs
- $0
- Other
- $28,050
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $255,615
- Bonus
- $86,775
- Other
- $1,500
- Deferred
- $28,050
- Nontaxable benefits
- $0
- Filer's total
- $371,940
-
Steven AlseneSTEVEN ALSENE
CFO, TREASURER
- Total calculated
- $362,712
- From this org
- $308,007
- From related orgs
- $0
- Other
- $54,705
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $242,946
- Bonus
- $63,261
- Other
- $1,800
- Deferred
- $26,747
- Nontaxable benefits
- $27,958
- Filer's total
- $362,712
-
Danielle VizcainoDANIELLE VIZCAINO
VP OF OPERATIONS
- Total calculated
- $294,078
- From this org
- $245,180
- From related orgs
- $0
- Other
- $48,898
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $201,380
- Bonus
- $42,000
- Other
- $1,800
- Deferred
- $20,823
- Nontaxable benefits
- $28,075
- Filer's total
- $294,078
-
Judith FoxJUDITH FOX
SR. DIR COMPLIANCE & MED
- Total calculated
- $284,803
- From this org
- $254,584
- From related orgs
- $0
- Other
- $30,219
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $205,657
- Bonus
- $47,127
- Other
- $1,800
- Deferred
- $29,890
- Nontaxable benefits
- $329
- Filer's total
- $284,803
-
John D'AngeloJOHN D'ANGELO
VP OF BUSINESS INTELLIGENCE
- Total calculated
- $248,477
- From this org
- $218,300
- From related orgs
- $0
- Other
- $30,177
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $189,151
- Bonus
- $27,349
- Other
- $1,800
- Deferred
- $20,500
- Nontaxable benefits
- $9,677
- Filer's total
- $248,477
-
Margaret FigleyMARGARET FIGLEY
DIRECTOR OF COMMUNICATIONS
- Total calculated
- $241,940
- From this org
- $197,758
- From related orgs
- $0
- Other
- $44,182
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $183,458
- Bonus
- $12,500
- Other
- $1,800
- Deferred
- $16,224
- Nontaxable benefits
- $27,958
- Filer's total
- $241,940
-
Missy JenkinsMISSY JENKINS
SR. DIRECTOR OF ADVOCACY
- Total calculated
- $198,594
- From this org
- $168,625
- From related orgs
- $0
- Other
- $29,969
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $138,912
- Bonus
- $27,913
- Other
- $1,800
- Deferred
- $24,150
- Nontaxable benefits
- $5,819
- Filer's total
- $198,594
-
Jan WigingtonJAN WIGINGTON
DIRECTOR OF OPERATIONS
- Total calculated
- $179,116
- From this org
- $140,430
- From related orgs
- $0
- Other
- $38,686
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $128,630
- Bonus
- $10,000
- Other
- $1,800
- Deferred
- $11,577
- Nontaxable benefits
- $27,109
- Filer's total
- $179,116
-
Dilip PariharDILIP PARIHAR
SOLUTIONS ARCHITECT
- Total calculated
- $174,199
- From this org
- $137,716
- From related orgs
- $0
- Other
- $36,483
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $125,916
- Bonus
- $10,000
- Other
- $1,800
- Deferred
- $8,525
- Nontaxable benefits
- $27,958
- Filer's total
- $174,199
-
Stephanie MarshallSTEPHANIE MARSHALL
DIRECTOR OF PATIENT ADVOCACY
- Total calculated
- $170,902
- From this org
- $140,827
- From related orgs
- $0
- Other
- $30,075
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $129,027
- Bonus
- $10,000
- Other
- $1,800
- Deferred
- $20,398
- Nontaxable benefits
- $9,677
- Filer's total
- $170,902
-
Akhilash PennamAKHILASH PENNAM
CRM SOFTWARE DEVELOPER
- Total calculated
- $158,480
- From this org
- $131,121
- From related orgs
- $0
- Other
- $27,359
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $119,321
- Bonus
- $10,000
- Other
- $1,800
- Deferred
- $8,056
- Nontaxable benefits
- $19,303
- Filer's total
- $158,480
-
Lawrence HatchLAWRENCE HATCH
CHAIRMAN, BOARD OF DIRECTORS
- Total calculated
- $0
- Hours/week
- 0
-
Jeff MilfordJEFF MILFORD
VICE-CHAIR, BOARD OF DIRECTORS
- Total calculated
- $0
- Hours/week
- 0
-
Justin AronsonJUSTIN ARONSON
BOARD OF DIRECTORS MEMBER
- Total calculated
- $0
- Hours/week
- 0
-
Ellen FeinsteinELLEN FEINSTEIN
BOARD OF DIRECTORS MEMBER
- Total calculated
- $0
- Hours/week
- 0
-
Julie JudgeJULIE JUDGE
BOARD OF DIRECTORS MEMBER
- Total calculated
- $0
- Hours/week
- 0
-
Kristin MorrisKRISTIN MORRIS
BOARD OF DIRECTORS MEMBER
- Total calculated
- $0
- Hours/week
- 0
-
Kristine SchaefferKRISTINE SCHAEFFER
SECRETARY, BOARD OF DIRECTORS
- Total calculated
- $0
- Hours/week
- 0
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
- 1a · Payments for business use of a personal residence
- 1a · Health or social club dues or initiation fees
- 1b · Written policy on the line-1a expenses
- 2 · Substantiation required before reimbursing expenses
- 3 · Compensation survey or study
- 3 · Approval by the board or compensation committee
- 4a · Severance or change-of-control payment
- 4b · Supplemental nonqualified retirement plan
- 5a · Pay contingent on this organization's revenues
Answered no
- 4c · Equity-based compensation arrangement
- 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 1:
- TAF'S CEO HAS A CITRUS CLUB MEMBERSHIP USED FOR BUSINESS MEETING PURPOSES. IN ADDITION, ALL EMPLOYEES RECEIVE WIFI COMPENSATION TO ACCOMMODATE A HYBRID WORK SCHEDULE.
- SCHEDULE J, PART I, LINE 4A:
- Mark McGreevy received the following severance: $50,532.
- SCHEDULE J, PART I, LINE 4B:
- DURING 2022, TAF ESTABLISHED 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. THE FOLLOWING INDIVIDUALS RECEIVED CONTRIBUTIONS TO THEIR 457(F) PLAN: GERALD LAURIA $142,500 STEVE ALSENE $126,522 DANIELLE VIZCAINO $105,000 JOHN D'ANGELO $91,164 ELLEN JENKINS $50,750 JUDITH FOX $45,000 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. IN ADDITION TO THESE AMOUNTS, MARK MCGREEVY WAS AWARDED $162,750 WHICH WAS FULLY FORFEITED UPON HIS SEPARATION FROM TAF.
- SCHEDULE J, PART I, LINE 5:
- BONUSES FOR THE DIRECTOR OF BUSINESS DEVELOPMENT ARE BASED IN PART ON CERTAIN CRITERIA RELATING TO FUND AND DONOR RETENTION/GROWTH.
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
- 2022
- Filed
- 16 August 2023
- IRS schema version
- 2022v5.0
- Source object
- 202302349349300505
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