Form 990 for tax year 2024

Totals

Total revenue

$133,773,940

Total expenses

$205,845,065

Contributions and grants received

$117,451,302

Grants paid

$176,246,851

Program service revenue

$7,426,500

Investment income

$9,006,214

Other revenue

-$110,076

Total assets, end of year

$234,459,658

Total liabilities, end of year

$25,435,042

Net assets or fund balances, end of year

$209,024,616

Program services expenses (Part IX)

$201,871,258

Management and general expenses

$2,406,649

Fundraising expenses

$1,567,158

Program service expenses (Part III)

$201,871,258

Program services were 98.1% 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.

Mission and programs · 2024

• FINANCIAL SUPPORT PROGRAMSSINCE 2004, PAF'S CO-PAY RELIEF PROGRAM (CPR) HAS PROVIDED FINANCIAL ASSISTANCE FOR CO-PAYMENTS, CO-INSURANCE AND DEDUCTIBLES REQUIRED BY A PATIENT'S INSURER FOR MEDICATIONS PRESCRIBED TO TREAT AND/OR MANAGE THE PATIENT'S DISEASE.IN FY 2024/2025 PAF'S CO-PAY RELIEF PROGRAM EXPANDED ITS IMPACT THROUGH THE ADDITION OF NINE (9) NEW GENERAL FUNDS, ASSISTING PATIENTS IN TWO (2) NEW HEALTH EQUITY (HE) FUNDS AND SIXTY (60) EXISTING FUNDS INCLUDING:ACROMEGALY, ACUTE MYELOID LEUKEMIA, ALZHEIMER'S DISEASE HE, AMYLOIDOSIS, ASTHMA, BILE DUCT CANCER, BLADDER CANCER, BREAST CANCER, BREAST CANCER HE, CANCER GENETIC & GENOMIC TESTING, CERVICAL CANCER, CHRONIC OBSTRUCTIVE PULMONARY DISEASE, CORONARY ARTERY DISEASE HE, COVID-19 & POST COVID CONDITIONS, CYSTIC FIBROSIS, DIABETES, DIABETES HE, DIABETES TYPE 2 HE, EOSINOPHILIC ESOPHAGITIS, GAUCHER DISEASE, GAUCHER DISEASE HE, HEART FAILURE HE, HEMOPHILIA, HEMOPHILIA HE, HEPATITIS B, HEPATITIS C, HEPATITIS C HE, HEPATOCELLULAR CARCINOMA, HIV, AIDS & PREVENTION, HIV, AIDS & PREVENTION HE, HOMOZYGOUS FAMILIAL HYPERCHOLESTEROLEMIA, LUPUS, LUPUS HE, MELANOMA, METASTATIC BREAST CANCER, METASTATIC COLORECTAL CANCER, METASTATIC COLORECTAL CANCER HE, METASTATIC PROSTATE CANCER, MUCOPOLYSACCHARIDOSIS III, MUCOPOLYSACCHARIDOSIS VII, MUCOPOLYSACCHARIDOSIS VII HE, MULTIPLE MYELOMA, MULTIPLE MYELOMA HE, MULTIPLE SCLEROSIS, MULTIPLE SCLEROSIS HE, MYELODYSPLASTIC SYNDROMES, NARCOLEPSY, NON-SMALL CELL LUNG CANCERS, NON-SMALL CELL LUNG CANCER HE, OSTEOPOROSIS, OVARIAN CANCER, OVARIAN CANCER HE, PANCREATIC CANCER, PARKINSON'S DISEASE HE, PERIODIC PARALYSIS, PROSTATE CANCER, PROSTATE CANCER HE, PSORIASIS, PSORIATIC ARTHRITIS, PULMONARY FIBROSIS, PULMONARY HYPERTENSION, RHEUMATOID ARTHRITIS, SMALL CELL LUNG CANCER, SOCIAL NEEDS ASSESSMENT & INTERVENTION FUND, SOFT TISSUE SARCOMA, SPINAL MUSCULAR ATROPHY, SPINAL MUSCULAR ATROPHY HE, STOKE, THYROID EYE DISEASE, ULCERATIVE COLITIS, VIROLOGY TESTING HE.PAF'S CO-PAY RELIEF PROGRAM ESTABLISHED HEALTH EQUITY FUNDS IN 2022, A TYPE OF FUND THAT MAKES CPR MORE ACCESSIBLE AND BENEFICIAL FOR PATIENTS WHO NEEDED THE MOST HELP AND ARE NOT BEING SERVED ADEQUATELY BY THE EXISTING MEDICAL AND COPAY INFRASTRUCTURE. DEVELOPED USING THE SOCIAL VULNERABILITY INDEX (SVI) AND CDC DISEASE INCIDENCE DATA, THESE FUNDS SERVE PEOPLE LIVING IN 226 COUNTIES ACROSS THE UNITED STATES THAT HAVE BEEN IDENTIFIED BY THE SVI AND CDC INCIDENCE DATA AS HAVING THE HIGHEST SOCIAL VULNERABILITY SCORES AND ARE BURDENED WITH HIGH RATES OF CHRONIC DISEASES. THE HEALTH EQUITY FUNDS ARE DESIGNED TO SPECIFICALLY PROVIDE SUPPORT TO ELIGIBLE PATIENTS LIVING IN ONE OF THE 226 COUNTIES COVERED BY THE FUNDS, WHICH IS VERIFIED USING THE ZIP CODE OF THE PATIENT'S HOME ADDRESS. ALL OTHER ELIGIBILITY REQUIREMENTS, AND FUND OPERATION, ARE THE SAME AS CPR'S GENERAL FUNDS. THE FOUNDATION'S CO-PAY RELIEF PROGRAM OFFERS A DEDICATED, SECURE WEB-BASED APPLICATION FOR PATIENTS AND/OR THEIR FAMILY MEMBERS TO ENROLL ELECTRONICALLY FOR THE CO-PAY RELIEF PROGRAM DIRECTLY FROM THE CO-PAY RELIEF PROGRAM WEBSITE. ALSO, CPR OFFERS THREE DEDICATED, SECURED WEBSITES FOR MEDICAL PROVIDERS, PHARMACY REPRESENTATIVES AND EMPLOYEES OF CHARITABLE NON-PROFIT ORGANIZATIONS TO ENROLL ELECTRONICALLY FOR THE CO-PAY RELIEF PROGRAM ON BEHALF OF THE PATIENTS THEY ARE WORKING WITH. THE FOUNDATION ALSO OFFERS TELEPHONIC SUPPORT SERVICES TO PATIENTS WHO PREFER TO RECEIVE PERSONAL ASSISTANCE FROM A PROGRAM SPECIALIST.IN FY2024/2025, THE FOUNDATION ADMINISTERED CO-PAYMENT ASSISTANCE TO 78,035 QUALIFIED PATIENTS THROUGH SEVENTY-ONE (71) ASSISTANCE FUNDS AVAILABLE THROUGH THE CO-PAY RELIEF PROGRAM. THE PROGRAM STAFF FIELDED 188,385 TELEPHONE CALLS AND PROCESSED CLAIMS TOTALING OVER $174,190,832 IN SUPPORT OF QUALIFIED PATIENTS' OUT OF POCKET EXPENSES FOR REQUIRED CO-PAYMENTS, CO-INSURANCE, AND DEDUCTIBLES. SINCE ITS INCEPTION IN 2004, THE FOUNDATION HAS PROVIDED CO-PAYMENT ASSISTANCE TO OVER 831,000 INDIVIDUALS, ALLOCATING MORE THAN $2.5 BILLION IN CO-PAYMENT AWARDS. PAF ALSO ADMINISTERED A SUITE OF SEVENTEEN (17) SMALL GRANT PROGRAMS IN FY2024/2025 REFERRED TO AS FINANCIAL AID FUNDS, EACH PROVIDING FINANCIAL ASSISTANCE TO QUALIFIED PATIENTS FOR OUT OF POCKET AND COST OF LIVING EXPENSES PATIENTS STRUGGLE TO MANAGE WHEN DEALING WITH CHRONIC OR CRITICAL DISEASE. IN FY2024/2025, PROGRAM STAFF FIELDED 22,839 TELEPHONE CALLS AND SUCCESSFULLY PROVIDED ONE-TIME SMALL GRANTS TO 2,786 PATIENTS, TOTALING $3,534,600 IN FINANCIAL RELIEF. THE SMALL GRANTS RANGE FROM $500-$4500 PER PATIENT AND ARE DESIGNED TO DEFRAY NON-MEDICAL EXPENSES, INCLUDING TRANSPORTATION, LODGING, NUTRITIONAL NEEDS, CHILDCARE, AND BURIAL EXPENSES, FACED BY PATIENTS BECAUSE OF THEIR DIAGNOSIS AND TREATMENT. THE FINANCIAL AID FUND PROGRAMS INCLUDE: ACS CANCER CARE CONTINUITY FUND: IN PARTNERSHIP WITH THE AMERICAN CANCER SOCIETY, THIS FUND SUPPORTS CANCER PATIENTS THAT LIVE IN A QUALIFYING AREA AND THEIR FAMILIES THAT WERE IMPACTED DIRECTLY OR INDIRECTLY BY HURRICANE HELENE OR HURRICANE MILTON. ACS CANCER CARE CONTINUITY WILDFIRES FUND: IN PARTNERSHIP WITH THE AMERICAN CANCER SOCIETY, THIS FUND SUPPORTS CANCER PATIENTS THAT LIVE IN A QUALIFYING AREA AND THEIR FAMILIES THAT WERE IMPACTED DIRECTLY OR INDIRECTLY BY THE CALIFORNIA WILDFIRES. ARDS ALLIANCE SUMITA DIXIT RECOVERY FUND: SERVING PATIENTS DIAGNOSED WITH ACUTE RESPIRATORY DISTRESS SYNDROME (ARDS). BEGIN AGAIN FOUNDATION AMPUTEE FUND: SERVING PATIENTS DIAGNOSED WITH SEPSIS WHO HAVE EXPERIENCED AN AMPUTATION AS A RESULT OF SEPSIS. BEGIN AGAIN FOUNDATION BEREAVEMENT FUND: SUPPORTS FUNERAL EXPENSES ASSOCIATED WITH PATIENTS WHO HAVE PASSED AND DIED FROM ARDS, TSS AND/OR SEPSIS. BEGIN AGAIN FOUNDATION FINANCIAL AID FUND: SERVING PATIENTS DIAGNOSED WITH ARDS, TSS AND/OR SEPSIS. BEGIN AGAIN SOUTHEASTERN VIRGINIA FINANCIAL AID FUND: SERVING PATIENTS DIAGNOSED WITH ARDS, TSS, AND/OR SEPSIS THAT RESIDES IN SOUTHEASTERN VIRGINIA. CASE MANAGEMENT IMMEDIATE NEED FUND: SERVING PATIENTS WITH AN IMMEDIATE NEED TO COVER THE OUT-OF-POCKET EXPENSES ASSOCIATED WITH COST-OF-LIVING EXPENSES RELATED TO TREATMENTS. DONNA FINANCIAL AID FUND: SERVING PATIENTS DIAGNOSED WITH BREAST CANCER THAT HAVE RECEIVED CASE MANAGEMENT SERVICES THROUGH DONNA CARELINE. HEART VALVE FINANCIAL AID FUND: SERVING PATIENTS DIAGNOSED WITH A HEART VALVE CONDITION. MERKEL CELL CARCINOMA FINANCIAL AID FUND: SERVING PATIENTS DIAGNOSED WITH A RARE FORM OF SKIN CANCER. MIA'S MIRACLES FINANCIAL ASSISTANCE FUND: SERVING PEDIATRIC PATIENTS DIAGNOSED WITH BRAIN CANCER. NATIONAL OVARIAN CANCER COALITION CLINICAL TRIAL FUND: SERVING PATIENTS THAT HAVE BEEN DIAGNOSED WITH OVARIAN CANCER, FALLOPIAN TUBE CANCER OR PERITONEAL CANCER BY PROVIDING FINANCIAL ASSISTANCE FOR COST-OF-LIVING EXPENSES. NATIONAL OVARIAN CANCER COALITION TREATMENT FUND: SERVING PATIENTS THAT HAVE BEEN DIAGNOSED WITH OVARIAN CANCER, FALLOPIAN TUBE CANCER OR PERITONEAL CANCER BY PROVIDING FINANCIAL ASSISTANCE FOR NON-MEDICAL RELATED TO CLINICAL TRIAL PARTICIPATION THAT HINDER THEIR ABILITY TO RECEIVE THE TREATMENT OR CARE. OKLAHOMA TRANSPORTATION FUND: SERVING PATIENTS THAT HAVE BEEN DIAGNOSED WITH PROSTATE CANCER AND RESIDE IN OKLAHOMA. PATIENT ADVOCATE FOUNDATION CAREGIVER SUPPORT FUND: IN PARTNERSHIP WITH THE AMERICAN CANCER SOCIETY THIS FUND SUPPORTS CAREGIVERS OF LOVED ONES DIAGNOSED WITH CANCER. THE PATRIC YOUNG FOUNDATION SCI FINANCIAL ASSISTANCE FUND: SUPPORTING PATIENTS THAT LIVE IN AN ELIGIBLE COUNTY IN FLORIDA THAT HAVE BEEN DIAGNOSED WITH A LIFE ALTERING SPINAL CORD INJURY.

  Expenses $184,979,625 · Grants $176,139,541

• NON-PROFIT SERVICE AGREEMENTSPAF CURRENTLY OPERATES TRANSPARENT SERVICE ADMINISTRATION AGREEMENTS WITH THREE NONPROFIT ORGANIZATIONS, ONE NATIONAL AND TWO REGIONAL CHARITABLE ORGANIZATIONS. THE FIRST NPPA PROGRAM BEGAN OPERATIONS IN 2009, AND TWO NEW PARTNERSHIP PROGRAMS LAUNCHED IN 2024. PAF HAS BEEN ENGAGED TO PROVIDE FULL SERVICE, TRANSPARENT ADMINISTRATION SERVICES TO QUALIFIED PATIENTS THAT ENTER THEIR CO-PAY ASSISTANCE AND/OR PATIENT FINANCIAL AID PROGRAMS. PAF PROVIDED THIS CONTRACTUAL SERVICE DURING 2025 AND 2024. THE FOUNDATION ADMINISTERED SERVICES TO 67,891 AND 70,982 PATIENTS IN 2025 AND 2024, RESPECTIVELY, THROUGH THIS SERVICE AGREEMENT.

  Expenses $8,683,714 · Revenue $7,282,459

• CASE MANAGEMENT SERVICESFOR 29 YEARS, THE FOUNDATION HAS PROVIDED CASE MANAGEMENT INTERVENTIONS FOR CRITICALLY OR CHRONICALLY ILL PATIENTS ACROSS THE NATION. PAF'S 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 FY24/25, THE FOUNDATION'S CASE MANAGEMENT STAFF DIRECTLY ASSISTED OR ADVOCATED FOR 13,551 INDIVIDUALS, COLLECTIVELY LIVING WITH 773 UNIQUE DISEASES. ON AVERAGE, EACH CASE INVOLVED 30 CONTACTS WITH RELEVANT STAKEHOLDERS TO ACHIEVE RESOLUTION, TOTALING 411,721 UNIQUE INTERACTIONS. THIS EFFORT RESULTED IN AN AVERAGE DEBT RELIEF OR PATIENT SAVINGS OF $1,220 PER CASE.IN ADDITION TO DIRECT CASE MANAGEMENT, PAF PROVIDED 15,196 EDUCATIONS PUBLICATIONS IN BOTH PRINT AND DIGITAL FORMATS TO PATIENTS AND THOSE SEEKING GUIDANCE. THE FOUNDATION OPERATES A DIVERSE PORTFOLIO OF 26 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 $8,207,919 · Grants $107,311 · Revenue $144,041

As filed on the 2024 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.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

• NATIONAL PATIENT ADVOCATE FOUNDATION (NPAF)

  501(C)(3) · SEEKS TO REMOVE OBSTACLES TO HEALTHCARE ACCESS FOR PATIENTS · VA

  Directly controlled by NPAF IS THE SISTER ORGANIZATION TO PAF DRBALCH IS CEO OF AND PAID BY BOTH

Provenance

Return type

form_990

Tax year

2024

Filed

13 January 2026

IRS schema version

2024v5.5

Source object

202600269349301400

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