Skip to content
Nonprofiteer
← NATIONAL PATIENT ADVOCATE FOUNDATION INC

Form 990 for tax year 2024

Filed by NATIONAL PATIENT ADVOCATE FOUNDATION INC.

Totals

Total revenue
$982,347
Total expenses
$967,066
Contributions and grants received
$619,790
Grants paid
$0
Program service revenue
$292,500
Investment income
$37,729
Other revenue
$32,328
Total assets, end of year
$1,418,412
Total liabilities, end of year
$239,173
Net assets or fund balances, end of year
$1,179,239
Program services expenses (Part IX)
$800,459
Management and general expenses
$94,935
Fundraising expenses
$71,672
Program service expenses (Part III)
$800,459

Program services were 82.8% 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.

  • 1d · Related organizations

    $525,875

  • 1f · All other contributions, gifts and grants

    $93,915

  • 2a · Program service revenue: MEMBERSHIP DUES - PROG

    total $292,500 · related or exempt $292,500

  • 3 · Investment income

    total $37,729 · excluded $37,729

  • 6a · Gross rents

    real property $32,328

  • 6b · Less rental expenses

    real property $0

  • 6c · Rental income or loss

    real property $32,328

  • 6d · Net rental income or loss

    total $32,328 · excluded $32,328

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $125,000 · program services $87,500 · fundraising $37,500

  • 7 · Other salaries and wages

    total $461,771 · program services $442,867 · management and general $3,144 · fundraising $15,760

  • 8 · Pension plan contributions

    total $17,440 · program services $15,717 · management and general $151 · fundraising $1,572

  • 9 · Other employee benefits

    total $43,741 · program services $39,765 · fundraising $3,976

  • 10 · Payroll taxes

    total $44,568 · program services $39,363 · management and general $1,269 · fundraising $3,936

  • 11c · Fees: accounting

    total $30,677 · management and general $30,677

  • 11g · Fees: other

    total $62,709 · program services $62,709

  • 12 · Advertising and promotion

    total $11,218 · program services $6,218 · management and general $5,000

  • 13 · Office expenses

    total $41,410 · program services $16,603 · management and general $23,145 · fundraising $1,662

  • 16 · Occupancy

    total $84,971 · program services $59,480 · management and general $19,543 · fundraising $5,948

  • 17 · Travel

    total $7,485 · management and general $7,485

  • 19 · Conferences, conventions and meetings

    total $17,056 · program services $17,056

  • 22 · Depreciation, depletion and amortization

    total $13,497 · program services $9,448 · management and general $3,104 · fundraising $945

  • 23 · Insurance

    total $5,000 · program services $3,500 · management and general $1,150 · fundraising $350

  • 24a · Other expenses: STAFF AND WELFARE

    total $523 · program services $233 · management and general $267 · fundraising $23

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $200 · end of year $200

  • 2 · Savings and temporary cash investments

    beginning of year $1,377,622 · end of year $1,324,945

  • 4 · Accounts receivable

    beginning of year $40,475 · end of year $39,200

  • 9 · Prepaid expenses and deferred charges

    beginning of year $33,176 · end of year $8,492

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

    $130,824

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

    $127,450

  • 10c · Land, buildings and equipment, net

    beginning of year $16,872 · end of year $3,374

  • 15 · Other assets

    beginning of year $134,753 · end of year $42,201

  • 17 · Accounts payable and accrued expenses

    beginning of year $81,211 · end of year $61,872

  • 19 · Deferred revenue

    beginning of year $198,400 · end of year $134,384

  • 25 · Other liabilities

    beginning of year $159,529 · end of year $42,917

  • 27 · Net assets without donor restrictions

    beginning of year $1,163,958 · end of year $1,179,239

Mission and programs · 2024

Mission

THE NATIONAL PATIENT ADVOCATE FOUNDATION, THE ADVOCACY AFFILIATE OF THE PATIENT ADVOCATE FOUNDATION, REPRESENTS THE PATIENT VOICE, BOTH THE POWERFUL STORIES OF INDIVIDUALS AND THE COLLECTIVE NEEDS OF THE COMMUNITY. OUR PROGRAMS ARE DEVELOPED TO REFLECT THE EXPERIENCES AND OVERCOME THE BARRIERS THAT PAF PATIENTS WHO ARE LIVING WITH CHRONIC, DEBILITATING OR LIFE-THREATENING ILLNESS AND THEIR CAREGIVERS ENCOUNTER IN ACCESSING AFFORDABLE, QUALITY HEALTH CARE. NPAF IS A THOUGHT LEADER IN DEVELOPING POLICIES THAT PROTECT PATIENTS AND CAREGIVERS FROM LACK OF TRANSPARENCY, MEDICAL DEBT AND EQUITABLE ACCESS TO CARE AND SERVICES AT KEY POINTS DURING THEIR ILLNESS.

Activities or mission (Part I)

NATIONAL PATIENT ADVOCATE FOUNDATION (NPAF), ESTABLISHED IN 1996, BRINGS PERSPECTIVES, ENGAGEMENT AND LIVED EXPERIENCES OF PATIENTS AND CAREGIVERS TO THE FOREFRONT OF HEALTHCARE REFORM ACTIVITIES. NPAF'S MISSION IS TO MAKE THE HEALTHCARE SYSTEM WORK FOR ALL OF US. AS THE ADVOCACY AFFILIATE OF PATIENT ADVOCATE FOUNDATION, NPAF IS A NATIONAL NONPROFIT ORGANIZATION WORKING WITH PARTNERS AT THE SYSTEM LEVEL TO INFLUENCE PUBLIC POLICY AND DRIVE CHANGES IN HEALTHCARE ACCESS, AFFORDABILITY AND OUTCOMES.

  • NPAF LEADS A VOLUNTEER GRASSROOTS NETWORK IN ACTIVITIES TO ADVANCE THE ORGANIZATION'S POLICY PRIORITIES AS GUIDED BY BOARD-APPROVED PRINCIPLES THAT ARE UPDATED ANNUALLY. THE COMPLEMENT OF PRINCIPLES TRANSLATES TO VARIOUS ADVOCACY OPPORTUNITIES FOR MINIMIZING BURDENS EXPERIENCED BY PATIENTS AND CAREGIVERS SO THEY CAN MAINTAIN MEDICAL, MENTAL/BEHAVIORAL AND FINANCIAL HEALTH. OUR AGENDA TARGETS HARDSHIPS EXPERIENCED BY ALL PAITENTS REGARDLESS OF WHERE THEY LIVE, THEIR DIAGNOSIS, RACE, GENDER, EDUCATION OR INCOME LEVEL. AMONG OTHER PRIORITIES, NPAF FOCUSES ON OPPORTUNITIES TO ADVANCE INNOVATIVE POLICIES ESTABLISHING "NEEDS NAVIGATION" AS A STANDARD PART OF CARE. THESE SERVICES MUST BE RELIABLY AVAILABLE IN ALL SETTINGS TO EASE PATIENTS' HEALTHCARE COSTS CONCERNS THAT ARE CONSEQUENCES OF COMPLEX AND CHRONIC ILLNESSES. NPAF ALSO PARTNERS WITH PAF'S PATIENT INSIGHT INSTITUTE ON PRODUCING PATIENT INSIGHT CONGRESS. THE CONFERENCE AGENDA OFFERS A UNIQUE APPROACH FOR GENERATING ACTIONABLE RESEARCH IDEAS AND ACADEMIC-PARTNERED PROJECTS, INCLUDING EVIDENCE SUPPORTING NPAF'S HEALTHCARE POLICY AGENDA. THE PROGRAM BRINGS REPRESENTATIVE COHORTS OF PATIENTS, CAREGIVERS AND GRASSROOTS VOLUNTEERS TO THE CONFERENCE ALONGSIDE RESEARCHERS. NPAF STAFF SERVE AS FACULTY AND ADMINISTRATIVE SUPPORT PARTNERING WITH PATIENT INSIGHT INSTITUTE IN PLANNING, EXECUTING AND EVALUATING OUTCOMES OF THESE EVENTS.

    Expenses $606,222

  • NPAF POLICY CONSORTIUM FEATURES A FORUM FOR DYNAMIC DIALOGUE THAT INVITES MEMBERS, ALONG WITH PATIENTS, CAREGIVERS AND COMMUNITY PARTNERS TO EXPLORE TOGETHER THE IMPACT AND IMPLICATIONS OF SERIOUS ILLNESSES ON PEOPLES' LIVES. THROUGH GUARTERLY VIRTUAL PATIENT-DRIVEN LISTENING SESSIONS, MEMBER SUPPORTERS GET A SEAT AT THE TABLE TO LEARN FROM THE REAL-WORLD LIVED EXPERIENCES OF PATIENTS, CAREGIVERS, SERVICE PROVIDERS AND COMMUNITY PARTNERS. POLICY CONSORTIUM PROVIDES AN INTERACTIVE LEARNING COMMUNITY FOR GENERATING ACTIONALBLE RESEARCH IDEAS, PRAGMATIC POLICY SOLUTIONS, AND ADVOCACY INITIATIVES TO IMPROVE HEALTHCARE ACCESS, AFFORDABILITY AND QUALITY. MEMBERS FROM ACROSS THERAPEUTIC AREAS ARE WELCOME TO THIS FORUM.

    Expenses $194,237 · Revenue $292,500

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

Listed in Part VII

  • Al Benson III MD Facp

    PAST BOARD PRESIDENT

    Total calculated
    $0
    Hours/week
    1 + 1 related
  • John L Murphy

    FINANCE COMMITTEE CHAIR

    Total calculated
    $0
    Hours/week
    1 + 1 related
  • Otis Maynard Esq

    BOARD PRESIDENT

    Total calculated
    $0
    Hours/week
    1 + 1 related
  • Maureen Culbertson

    BOARD SECRETARY

    Total calculated
    $0
    Hours/week
    1 + 1 related
  • Norman Hubbard MBA

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 1 related
  • Larri Short

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 1 related
  • Bryan Loy MD MBA

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1
  • Robert Winn MD

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 1 related
  • Daniel Press PhD

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 1 related
  • Reginald Tucker-Seeley Ma Scm Scd

    BOARD VICE PRESIDENT

    Total calculated
    $0
    Hours/week
    1 + 1 related
  • Loretta Williams Phdaprnmsn Bsnba

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 1 related
  • David White

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 1 related
  • Maria Toler

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1
  • Dr Alan J Balch PhD

    CHIEF EXECUTIVE OFFICER

    Total calculated
    $614,315
    From this org
    $125,000
    From related orgs
    $474,031
    Other
    $15,284
    Hours/week
    20 + 20 related

    Schedule J breakdown matched by us

    Base
    $125,000 + $466,850 related
    Bonus
    $0 + $7,181 related
    Other
    $0
    Deferred
    $0 + $13,800 related
    Nontaxable benefits
    $0 + $1,484 related
    Filer's total
    $125,000 + $489,315 related
  • Gwen Darien

    EVP, PATIENT ADVOCACY

    Total calculated
    $214,484
    From this org
    $192,268
    From related orgs
    $0
    Other
    $22,216
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $192,268
    Bonus
    $0
    Other
    $0
    Deferred
    $8,311
    Nontaxable benefits
    $13,905
    Filer's total
    $214,484
  • Rebecca Kirch

    EVP, POLICY & PROGRAMS

    Total calculated
    $245,995
    From this org
    $224,612
    From related orgs
    $0
    Other
    $21,383
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $223,412
    Bonus
    $1,200
    Other
    $0
    Deferred
    $8,866
    Nontaxable benefits
    $12,517
    Filer's total
    $245,995
  • Melissa Williams

    ASSOC. DIR., POLICY AND FI

    Total calculated
    $123,725
    From this org
    $104,864
    From related orgs
    $0
    Other
    $18,861
    Hours/week
    40
  • Caitlin Donovan

    SENIOR DIRECTOR PR

    Total calculated
    $109,036
    From this org
    $103,627
    From related orgs
    $0
    Other
    $5,409
    Hours/week
    40

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 · Form 990 of other organizations
  • 3 · Written employment contract
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee

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.

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.

  • PATIENT ADVOCATE FOUNDATION

    501(C)(3) · ASSIST PATIENTS WITH GAINING FINANCIAL STABILITY AND ACCESS TO MEDICAL CARE. · VA

    Directly controlled by PAF IS THE SISTER ORGANIZATION TO NPAF MRBALCH 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
202600269349300520

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.