TY 2023 Form 990

(A) Name and title	(B) Average hours per week (list any hours for related organizations below dotted line)	(C) Position (do not check more than one box, unless person is both an officer and a director/trustee)	(E) Reportable compensation from related organizations (W-2/1099-MISC/1099-NEC)
(1) DR ALAN J BALCH PHD...................................................................... CHIEF EXECUTIVE OFFICER	20.00 ................. 20.00		X			335,693	125,000	14,753
(2) FRANCES CASTELLOW...................................................................... PRESIDENT OF OPERATIONS	40.00 .................		X			277,795	0	12,058
(3) WILLIAM J NASON...................................................................... CHIEF FINANCIAL OFFICER	40.00 .................		X			261,480	0	28,873
(4) ANGELA M WALKER...................................................................... CHIEF OF TALENT MANAGEMENT	40.00 .................			X		235,314	0	10,525
(5) CHRISTINE WILSON...................................................................... VP ADVOCACY COMMUNICATIONS	40.00 .................			X		199,696	0	8,872
(6) ALAN RICHARDSON...................................................................... FORMER EVP OF STRATEGIC PATIENT SOLUTIONS	40.00 .................				X	187,609	0	18,465
(7) SHONTA CHAMBERS...................................................................... EVP OF HEALTH EQUITY INITIATIVES	40.00 .................			X		186,410	0	19,388
(8) ERIN BRADSHAW...................................................................... CHIEF OF MISSION DELIVERY	40.00 .................			X		185,051	0	19,994
(9) JOHN L MURPHY...................................................................... FINANCE COMMITTEE CHAIR	1.00 ................. 1.00	X	X			0	0	0
(10) AL BENSON III MD FACP...................................................................... BOARD MEMBER	1.00 ................. 1.00	X				0	0	0
(11) NORMAN HUBBARD MBA...................................................................... BOARD MEMBER	1.00 ................. 1.00	X				0	0	0
(12) DAVID M JACKMAN MD...................................................................... BOARD MEMBER	1.00 .................	X				0	0	0
(13) AARON LYSS MBA...................................................................... BOARD MEMBER	1.00 .................	X				0	0	0
(14) OTIS MAYNARD ESQ...................................................................... BOARD PRESIDENT	1.00 ................. 1.00	X	X			0	0	0
(15) LORETTA A WILLIAMS PHDAPRNMSNBSN...................................................................... BOARD MEMBER	1.00 ................. 1.00	X				0	0	0
(16) PEARL MOORE RN MN FAAN...................................................................... BOARD IMMEDIATE PAST PRESIDENT	1.00 .................	X				0	0	0
(17) LARRI SHORT JD...................................................................... BOARD MEMBER	1.00 ................. 1.00	X				0	0	0

(A) Name and business address	(B) Description of services	(C) Compensation
TEKCLAN SOFTWARE SOLUTIONS PVT LTD 43 MANI STREET V PURAM AMBATTUR,CHENNAI600053 IN	IT SUPPORT	1,910,742
CROSSCONNECT ENGINEERING 1155 KELLY JOHNSON BLVD COLORADO SPRINGS,CO80920	IT SUPPORT	776,394
PHARMACY DATA MANAGEMENT GROUP 8530 CROSSROADS DR POLAND,OH44514	PROCESS PHARMACY CLAIMS	580,006
EXPERIAN HEALTH PO BOX 886133 LOS ANGELES,CA90088	INCOME VERIFICATION	196,784
ARENT FOX SCHIFF LLP PO BOX 644672 PITTSBURG,PA15264	COMPLIANCE COUNSEL	150,000
2 Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization 8

- TIN:

SCHEDULE A
(Form 990)

Department of the Treasury
Internal Revenue Service

Public Charity Status and Public Support

Complete if the organization is a section 501(c)(3) organization or a section 4947(a)(1) nonexempt charitable trust.
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Attach to Form 990 or Form 990-EZ.
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Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

2023

Open to Public
Inspection

Name of the organization

PATIENT ADVOCATE FOUNDATION

Employer identification number

54-1806317

Part I

Reason for Public Charity Status (All organizations must complete this part.) See instructions.

The organization is not a private foundation because it is: (For lines 1 through 12, check only one box.)

A church, convention of churches, or association of churches described in section 170(b)(1)(A)(i).

A school described in section 170(b)(1)(A)(ii). (Attach Schedule E (Form 990).)

A hospital or a cooperative hospital service organization described in section 170(b)(1)(A)(iii).

A medical research organization operated in conjunction with a hospital described in section 170(b)(1)(A)(iii). Enter the hospital's name, city, and state:

An organization operated for the benefit of a college or university owned or operated by a governmental unit described in section 170(b)(1)(A)(iv). (Complete Part II.)

A federal, state, or local government or governmental unit described in section 170(b)(1)(A)(v).

An organization that normally receives a substantial part of its support from a governmental unit or from the general public described in section 170(b)(1)(A)(vi). (Complete Part II.)

A community trust described in section 170(b)(1)(A)(vi). (Complete Part II.)

An agricultural research organization described in 170(b)(1)(A)(ix) operated in conjunction with a land-grant college or university or a non-land grant college of agriculture. See instructions. Enter the name, city, and state of the college or university:

An organization that normally receives: (1) more than 33 1/3% of its support from contributions, membership fees, and gross receipts from activities related to its exempt functions—subject to certain exceptions, and (2) no more than 33 1/3% of its support from gross investment income and unrelated business taxable income (less section 511 tax) from businesses acquired by the organization after June 30, 1975. See section 509(a)(2). (Complete Part III.)

An organization organized and operated exclusively to test for public safety. See section 509(a)(4).

An organization organized and operated exclusively for the benefit of, to perform the functions of, or to carry out the purposes of one or more publicly supported organizations described in section 509(a)(1) or section 509(a)(2). See section 509(a)(3). Check the box on lines 12a through 12d that describes the type of supporting organization and complete lines 12e, 12f, and 12g.

Type I. A supporting organization operated, supervised, or controlled by its supported organization(s), typically by giving the supported organization(s) the power to regularly appoint or elect a majority of the directors or trustees of the supporting organization. You must complete Part IV, Sections A and B.

Type II. A supporting organization supervised or controlled in connection with its supported organization(s), by having control or management of the supporting organization vested in the same persons that control or manage the supported organization(s). You must complete Part IV, Sections A and C.

Type III functionally integrated. A supporting organization operated in connection with, and functionally integrated with, its supported organization(s) (see instructions). You must complete Part IV, Sections A, D, and E.

Type III non-functionally integrated. A supporting organization operated in connection with its supported organization(s) that is not functionally integrated. The organization generally must satisfy a distribution requirement and an attentiveness requirement (see instructions). You must complete Part IV, Sections A and D, and Part V.

Check this box if the organization received a written determination from the IRS that it is a Type I, Type II, Type III functionally integrated, or Type III non-functionally integrated supporting organization.

Enter the number of supported organizations ...............................

Provide the following information about the supported organization(s).

(i) Name of supported organization	(ii) EIN	(iv) Is the organization listed in your governing document?		(v) Amount of monetary support (see instructions)	(vi) Amount of other support (see instructions)
(i) Name of supported organization	(ii) EIN	Yes	No	(v) Amount of monetary support (see instructions)	(vi) Amount of other support (see instructions)


Total

For Paperwork Reduction Act Notice, see the Instructions for
Form 990 or 990-EZ.

Cat. No. 11285F

Schedule A (Form 990) 2023

Page 2

Part II

Support Schedule for Organizations Described in Sections 170(b)(1)(A)(iv) and 170(b)(1)(A)(vi)
(Complete only if you checked the box on line 5, 7, or 8 of Part I or if the organization failed to qualify under Part III. If the organization failed to qualify under the tests listed below, please complete Part III.)

Section A. Public Support

Calendar year (or fiscal year beginning in)		(a) 2019	(b) 2020	(c) 2021	(d) 2022	(e) 2023	(f) Total
1	Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grant.") ..	290,724,577	310,011,893	280,243,032	256,660,272	222,896,128	1,360,535,902
2	Tax revenues levied for the organization's benefit and either paid to or expended on its behalf ....
3	The value of services or facilities furnished by a governmental unit to the organization without charge..
4	Total. Add lines 1 through 3	290,724,577	310,011,893	280,243,032	256,660,272	222,896,128	1,360,535,902
5	The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included on line 1 that exceeds 2% of the amount shown on line 11, column (f) ..						1,072,624,250
6	Public support. Subtract line 5 from line 4.						287,911,652

Section B. Total Support

Calendar year (or fiscal year beginning in)		(a) 2019	(b) 2020	(c) 2021	(d) 2022	(e) 2023	(f) Total
7	Amounts from line 4..	290,724,577	310,011,893	280,243,032	256,660,272	222,896,128	1,360,535,902
8	Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources...	3,816,326	718,528	580,710	8,804,586	12,534,309	26,454,459
9	Net income from unrelated business activities, whether or not the business is regularly carried on..
10	Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.)..
11	Total support. Add lines 7 through 10						1,386,990,361

Gross receipts from related activities, etc. (see instructions) ..................

44,243,435

First 5 years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a section 501(c)(3) organization, check this box and stop here ........................................ right arrow

Section C. Computation of Public Support Percentage

Public support percentage for 2023 (line 6, column (f) divided by line 11, column (f)) .........

20.760 %

Public support percentage for 2022 Schedule A, Part II, line 14 ...............

19.750 %

16a

33 1/3% support test—2023. If the organization did not check the box on line 13, and line 14 is 33 1/3% or more, check this box
and stop here. The organization qualifies as a publicly supported organization ....................... right arrow

33 1/3% support test—2022. If the organization did not check a box on line 13 or 16a, and line 15 is 33 1/3% or more, check this
box and stop here. The organization qualifies as a publicly supported organization ..................... right arrow

17a

10%-facts-and-circumstances test—2023. If the organization did not check a box on line 13, 16a, or 16b, and line 14 is 10% or more, and if the organization meets the "facts-and-circumstances" test, check this box and stop here. Explain in Part VI how the organization meets the "facts-and-circumstances" test. The organization qualifies as a publicly supported organization ............ right arrow

10%-facts-and-circumstances test—2022. If the organization did not check a box on line 13, 16a, 16b, or 17a, and line 15 is 10% or more, and if the organization meets the "facts-and-circumstances" test, check this box and stop here. Explain in Part VI how the organization meets the "facts-and-circumstances" test. The organization qualifies as a publicly supported organization ............ right arrow

Private foundation. If the organization did not check a box on line 13, 16a, 16b, 17a, or 17b, check this box and see
instructions ..................................................... right arrow

Schedule A (Form 990) 2023

Page 3

Part III

Support Schedule for Organizations Described in Section 509(a)(2)
(Complete only if you checked the box on line 10 of Part I or if the organization failed to qualify under Part II. If the organization fails to qualify under the tests listed below, please complete Part II.)

Section A. Public Support

Calendar year (or fiscal year beginning in)		(a) 2019	(b) 2020	(c) 2021	(d) 2022	(e) 2023	(f) Total
1	Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .
2	Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose
3	Gross receipts from activities that are not an unrelated trade or business under section 513 .....
4	Tax revenues levied for the organization's benefit and either paid to or expended on its behalf...
5	The value of services or facilities furnished by a governmental unit to the organization without charge
6	Total. Add lines 1 through 5
7a	Amounts included on lines 1, 2, and 3 received from disqualified persons
b	Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year.
c	Add lines 7a and 7b..
8	Public support. (Subtract line 7c from line 6.)

Section B. Total Support

Calendar year (or fiscal year beginning in)		(a) 2019	(b) 2020	(c) 2021	(d) 2022	(e) 2023	(f) Total
9	Amounts from line 6...
10a	Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources..
b	Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975.
c	Add lines 10a and 10b.
11	Net income from unrelated business activities not included on line 10b, whether or not the business is regularly carried on.
12	Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.) ..
13	Total support. (Add lines 9, 10c, 11, and 12.)..

First 5 years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a section 501(c)(3) organization, check this box and stop here................................................. right arrow

Section C. Computation of Public Support Percentage

Public support percentage for 2023 (line 8, column (f) divided by line 13, column (f)) .........

Public support percentage from 2022 Schedule A, Part III, line 15 ...............

Section D. Computation of Investment Income Percentage

Investment income percentage for 2023 (line 10c, column (f) divided by line 13, column (f)) ......

Investment income percentage from 2022 Schedule A, Part III, line 17 .............

19a

33 1/3% support tests-2023. If the organization did not check the box on line 14, and line 15 is more than 33 1/3%, and line 17 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization ....... right arrow

33 1/3 % support tests—2022. If the organization did not check a box on line 14 or line 19a, and line 16 is more than 33 1/3% and line 18 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization ..... right arrow

Private foundation. If the organization did not check a box on line 14, 19a, or 19b, check this box and see instructions .... right arrow

Schedule A (Form 990) 2023

Page 4

Part IV

Supporting Organizations

(Complete only if you checked a box on line 12 of Part I. If you checked box 12a, of Part I, complete Sections A and B. If you checked box 12b, of Part I, complete Sections A and C. If you checked box 12c, of Part I, complete Sections A, D, and E. If you checked box12d, of Part I, complete Sections A and D, and complete Part V.)

Section A. All Supporting Organizations

Yes

Are all of the organization’s supported organizations listed by name in the organization’s governing documents?
If "No," describe in Part VI how the supported organizations are designated. If designated by class or purpose,
describe the designation. If historic and continuing relationship, explain.

Did the organization have any supported organization that does not have an IRS determination of status under section 509(a)(1) or (2)? If "Yes," explain in Part VI how the organization determined that the supported organization was described in section 509(a)(1) or (2).

Did the organization have a supported organization described in section 501(c)(4), (5), or (6)? If "Yes," answer lines 3b and 3c below.

Did the organization confirm that each supported organization qualified under section 501(c)(4), (5), or (6) and satisfied the public support tests under section 509(a)(2)? If "Yes," describe in Part VI when and how the organization made the determination.

Did the organization ensure that all support to such organizations was used exclusively for section 170(c)(2)(B) purposes? If "Yes," explain in Part VI what controls the organization put in place to ensure such use.

Was any supported organization not organized in the United States ("foreign supported organization")? If “Yes” and if you checked box 12a or 12b in Part I, answer lines 4b and 4c below.

Did the organization have ultimate control and discretion in deciding whether to make grants to the foreign supported organization? If “Yes,” describe in Part VI how the organization had such control and discretion despite being controlled or supervised by or in connection with its supported organizations.

Did the organization support any foreign supported organization that does not have an IRS determination under sections 501(c)(3) and 509(a)(1) or (2)? If “Yes,” explain in Part VI what controls the organization used to ensure that all support to the foreign supported organization was used exclusively for section 170(c)(2)(B) purposes.

Did the organization add, substitute, or remove any supported organizations during the tax year? If “Yes,” answer lines 5b and 5c below (if applicable). Also, provide detail in Part VI, including (i) the names and EIN numbers of the supported organizations added, substituted, or removed; (ii) the reasons for each such action; (iii) the authority under the organization's organizing document authorizing such action; and (iv) how the action was accomplished (such as by amendment to the organizing document).

Type I or Type II only. Was any added or substituted supported organization part of a class already designated in the organization's organizing document?

Substitutions only. Was the substitution the result of an event beyond the organization's control?

Did the organization provide support (whether in the form of grants or the provision of services or facilities) to anyone other than (i) its supported organizations, (ii) individuals that are part of the charitable class benefited by one or more of its supported organizations, or (iii) other supporting organizations that also support or benefit one or more of the filing organization’s supported organizations? If “Yes,” provide detail in Part VI.

Did the organization provide a grant, loan, compensation, or other similar payment to a substantial contributor (defined in section 4958(c)(3)(C)), a family member of a substantial contributor, or a 35% controlled entity with regard to a substantial contributor? If “Yes,” complete Part I of Schedule L (Form 990) .

Did the organization make a loan to a disqualified person (as defined in section 4958) not described on line 7? If “Yes,” complete Part I of Schedule L (Form 990).

Was the organization controlled directly or indirectly at any time during the tax year by one or more disqualified persons, as defined in section 4946 (other than foundation managers and organizations described in section 509(a)(1) or (2))? If “Yes,” provide detail in Part VI.

Did one or more disqualified persons (as defined on line 9a) hold a controlling interest in any entity in which the supporting organization had an interest? If “Yes,” provide detail in Part VI.

Did a disqualified person (as defined on line 9a) have an ownership interest in, or derive any personal benefit from, assets in which the supporting organization also had an interest? If “Yes,” provide detail in Part VI.

10a

Was the organization subject to the excess business holdings rules of section 4943 because of section 4943(f) (regarding certain Type II supporting organizations, and all Type III non-functionally integrated supporting organizations)? If “Yes,” answer line 10b below.

10a

Did the organization have any excess business holdings in the tax year? (Use Schedule C, Form 4720, to determine whether the organization had excess business holdings).

10b

Schedule A (Form 990) 2023

Page 5

Part IV

Supporting Organizations (continued)

Yes

Has the organization accepted a gift or contribution from any of the following persons?

A person who directly or indirectly controls, either alone or together with persons described on lines 11b and 11c below, the governing body of a supported organization?

11a

A family member of a person described on 11a above?

11b

A 35% controlled entity of a person described on line 11a or 11b above? If “Yes” to 11a, 11b, or 11c, provide detail in Part VI.

11c

Section B. Type I Supporting Organizations

Yes

Did the officers, directors, trustees, or membership of one or more supported organizations have the power to regularly appoint or elect at least a majority of the organization’s directors or trustees at all times during the tax year? If “No,” describe in Part VI how the supported organization(s) effectively operated, supervised, or controlled the organization’s activities. If the organization had more than one supported organization, describe how the powers to appoint and/or remove directors or trustees were allocated among the supported organizations and what conditions or restrictions, if any, applied to such powers during the tax year.

Did the organization operate for the benefit of any supported organization other than the supported organization(s) that operated, supervised, or controlled the supporting organization? If “Yes,” explain in Part VI how providing such benefit carried out the purposes of the supported organization(s) that operated, supervised or controlled the supporting organization.

Section C. Type II Supporting Organizations

Yes

Were a majority of the organization’s directors or trustees during the tax year also a majority of the directors or trustees of each of the organization’s supported organization(s)? If “No,” describe in Part VI how control or management of the supporting organization was vested in the same persons that controlled or managed the supported organization(s).

Section D. All Type III Supporting Organizations

Yes

Did the organization provide to each of its supported organizations, by the last day of the fifth month of the organization’s tax year, (i) a written notice describing the type and amount of support provided during the prior tax year, (ii) a copy of the Form 990 that was most recently filed as of the date of notification, and (iii) copies of the organization’s governing documents in effect on the date of notification, to the extent not previously provided?

Were any of the organization’s officers, directors, or trustees either (i) appointed or elected by the supported organization(s) or (ii) serving on the governing body of a supported organization? If "No," explain in Part VI how the organization maintained a close and continuous working relationship with the supported organization(s).

By reason of the relationship described in line 2 above, did the organization’s supported organizations have a significant voice in the organization’s investment policies and in directing the use of the organization’s income or assets at all times during the tax year? If "Yes," describe in Part VI the role the organization’s supported organizations played in this regard.

Section E. Type III Functionally-Integrated Supporting Organizations

Check the box next to the method that the organization used to satisfy the Integral Part Test during the year (see instructions):

The organization satisfied the Activities Test. Complete line 2 below.

The organization is the parent of each of its supported organizations. Complete line 3 below.

The organization supported a governmental entity. Describe in Part VI how you supported a government entity (see instructions)

Activities Test. Answer lines 2a and 2b below.

Yes

Did substantially all of the organization’s activities during the tax year directly further the exempt purposes of the supported organization(s) to which the organization was responsive? If "Yes," then in Part VI identify those supported organizations and explain how these activities directly furthered their exempt purposes, how the organization was responsive to those supported organizations, and how the organization determined that these activities constituted substantially all of its activities.

Did the activities described on line 2a, above constitute activities that, but for the organization’s involvement, one or more of the organization’s supported organization(s) would have been engaged in? If "Yes," explain in Part VI the reasons for the organization’s position that its supported organization(s) would have engaged in these activities but for the organization’s involvement.

Parent of Supported Organizations. Answer lines 3a and 3b below.

Did the organization have the power to regularly appoint or elect a majority of the officers, directors, or trustees of each of the supported organizations?If "Yes" or "No", provide details in Part VI.

Did the organization exercise a substantial degree of direction over the policies, programs and activities of each of its supported organizations? If "Yes," describe in Part VI. the role played by the organization in this regard.

Schedule A (Form 990) 2023

Page 6

Part V

Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations

Check here if the organization satisfied the Integral Part Test as a qualifying trust on Nov. 20, 1970 (explain in Part VI). See instructions. All other Type III non-functionally integrated supporting organizations must complete Sections A through E.

	Section A - Adjusted Net Income		(A) Prior Year	(B) Current Year (optional)
1	Net short-term capital gain	1
2	Recoveries of prior-year distributions	2
3	Other gross income (see instructions)	3
4	Add lines 1 through 3	4
5	Depreciation and depletion	5
6	Portion of operating expenses paid or incurred for production or collection of gross income or for management, conservation, or maintenance of property held for production of income (see instructions)	6
7	Other expenses (see instructions)	7
8	Adjusted Net Income (subtract lines 5, 6 and 7 from line 4)	8

	Section B - Minimum Asset Amount		(A) Prior Year	(B) Current Year (optional)
1	Aggregate fair market value of all non-exempt-use assets (see instructions for short tax year or assets held for part of year):	1
a	Average monthly value of securities	1a
b	Average monthly cash balances	1b
c	Fair market value of other non-exempt-use assets	1c
d	Total (add lines 1a, 1b, and 1c)	1d
e	Discount claimed for blockage or other factors (explain in detail in Part VI):
2	Acquisition indebtedness applicable to non-exempt use assets	2
3	Subtract line 2 from line 1d	3
4	Cash deemed held for exempt use. Enter 0.015 of line 3 (for greater amount, see instructions).	4
5	Net value of non-exempt-use assets (subtract line 4 from line 3)	5
6	Multiply line 5 by 0.035	6
7	Recoveries of prior-year distributions	7
8	Minimum Asset Amount (add line 7 to line 6)	8

	Section C - Distributable Amount		Current Year
1	Adjusted net income for prior year (from Section A, line 8, Column A)	1
2	Enter 85% of line 1	2
3	Minimum asset amount for prior year (from Section B, line 8, Column A)	3
4	Enter greater of line 2 or line 3	4
5	Income tax imposed in prior year	5
6	Distributable Amount. Subtract line 5 from line 4, unless subject to emergency temporary reduction (see instructions)	6

Check here if the current year is the organization's first as a non-functionally-integrated Type III supporting organization (see instructions)

Schedule A (Form 990) 2023

Page 7

Part V

Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations(continued)

Section D - Distributions		Current Year
1 Amounts paid to supported organizations to accomplish exempt purposes	1
2 Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in excess of income from activity	2
3 Administrative expenses paid to accomplish exempt purposes of supported organizations	3
4 Amounts paid to acquire exempt-use assets	4
5 Qualified set-aside amounts (prior IRS approval required - provide details in Part VI)	5
6 Other distributions (describe in Part VI). See instructions	6
7Total annual distributions. Add lines 1 through 6.	7
8 Distributions to attentive supported organizations to which the organization is responsive (provide details in Part VI). See instructions	8
9 Distributable amount for 2023 from Section C, line 6	9
10 Line 8 amount divided by Line 9 amount	10

Section E - Distribution Allocations (see instructions)		(i) Excess Distributions	(ii) Underdistributions Pre-2023	(iii) Distributable Amount for 2023
1 Distributable amount for 2023 from Section C, line 6
2 Underdistributions, if any, for years prior to 2023 (reasonable cause required-- explain in Part VI). See instructions.
3 Excess distributions carryover, if any, to 2023:
a From 2018.......
b From 2019.......
c From 2020.......
d From 2021.......
e From 2022.......
fTotal of lines 3a through e
g Applied to underdistributions of prior years
h Applied to 2023 distributable amount
i Carryover from 2018 not applied (see instructions)
j Remainder. Subtract lines 3g, 3h, and 3i from line 3f.
4Distributions for 2023 from Section D, line 7:
$
a Applied to underdistributions of prior years
b Applied to 2023 distributable amount
c Remainder. Subtract lines 4a and 4b from line 4.
5 Remaining underdistributions for years prior to 2023, if any. Subtract lines 3g and 4a from line 2. If the amount is greater than zero, explain in Part VI. See instructions.
6 Remaining underdistributions for 2023. Subtract lines 3h and 4b from line 1. If the amount is greater than zero, explain in Part VI. See instructions.
7 Excess distributions carryover to 2024. Add lines 3j and 4c.
8 Breakdown of line 7:
a Excess from 2019.....
b Excess from 2020.....
c Excess from 2021.....
d Excess from 2022.....
e Excess from 2023.....

Schedule A (Form 990) (2023)

Schedule A (Form 990) 2023

Page 8

Part VI

Supplemental Information. Provide the explanations required by Part II, line 10; Part II, line 17a or 17b; Part III, line 12; Part IV, Section A, lines 1, 2, 3b, 3c, 4b, 4c, 5a, 6, 9a, 9b, 9c, 11a, 11b, and 11c; Part IV, Section B, lines 1 and 2; Part IV, Section C, line 1; Part IV, Section D, lines 2 and 3; Part IV, Section E, lines 1c, 2a, 2b, 3a and 3b; Part V, line 1; Part V, Section B, line 1e; Part V Section D, lines 5, 6, and 8; and Part V, Section E, lines 2, 5, and 6. Also complete this part for any additional information. (See instructions).

Facts And Circumstances Test
PATIENT ADVOCATE FOUNDATIONSECTION 170(B) (1) (A) ORGANIZATIONFACTS & CIRCUMSTANCES TEST; FY2023/2024PATIENT ADVOCATE FOUNDATION OFFERS THE FOLLOWING FACTS AND CIRCUMSTANCES IN SUPPORT OF ITS ONGOING CLASSIFICATIONS AS A PUBLIC CHARITY AS DEFINED IN SECTION 170(B) (1) (A).PATIENT ADVOCATE FOUNDATION (PAF) IS A NATIONAL 501 (C)(3) NON-PROFIT ORGANIZATION THAT PROVIDES CASE MANAGEMENT SERVICES AND FINANCIAL AID TO AMERICANS WITH CHRONIC, LIFE THREATENING AND DEBILITATING ILLNESSES. SINCE 1996, PAF HAS PROVIDED FINANCIAL AND INSURANCE NAVIGATION, SOCIAL SERVICES SUPPORT, DIRECT FINANCIAL SUPPORT, AND EDUCATIONAL SERVICES TO OVER 2 MILLION PATIENTS AND CAREGIVERS EXPERIENCING FINANCIAL, EMPLOYMENT, INSURANCE COVERAGE OR HOUSEHOLD MATERIAL HARDSHIPS BECAUSE OF THEIR HEALTH CONDITIONS AND ASSOCIATED TREATMENT. IN PAF'S 28 YEARS SERVING PATIENTS AND FAMILIES THROUGH ITS PROGRAMS PATIENTS' IT HAS BEEN WELL DOCUMENTED THAT THE TOTAL COSTS OF CARE, INCLUDING MEDICAL AND NONMEDICAL EXPENSES, CAN QUICKLY OVERWHELM EVEN THE BEST PLANNED HOUSEHOLD BUDGET. THESE UNEXPECTED EXPENSES FURTHER COMPOUND HEALTH INEQUITIES AND ECONOMIC CHALLENGES THAT INDIVIDUALS AND FAMILIES ARE ALREADY CONFRONTING, PARTICULARLY AMONG POPULATIONS WITH LOW SOCIO-ECONOMIC CHARACTERISTICS, COMMUNITIES OF COLOR AND THOSE LIVING IN RURAL REGIONS OR MEDICAL SHORTAGE AREAS. THROUGH THIS WORK PAF HAS CREATED AND CURATED AN EXTENSIVE CATALOGUE OF RESOURCES, DEVELOPED DEEP EXPERIENCE AND EXPERTISE IN DESIGNING AND IMPLEMENTING DIRECT PATIENT SERVICE PROGRAMS AS WELL AS GATHERING AND ANALYZING PATIENT INSIGHTS TO SUPPORT A ROBUST RESEARCH AND EVALUATION PORTFOLIO, PROMOTING THE IMPORTANCE OF THE DELIVERY OF SOCIAL NEEDS NAVIGATION AS A PERSON-CENTERED AND PATIENT-ACTIVATED HEALTH EQUITY SOLUTION.THE FOUNDATION HAS DEVELOPED AND DELIVERS A DIVERSE PORTFOLIO OF PATIENT CENTERED PROGRAMS TO PATIENTS AND THEIR FAMILIES INCLUDING PERSONALIZED CASE MANAGEMENT SERVICES, SMALL GRANT PROGRAMS THAT PROVIDE SUPPORT FOR COST-OF-LIVING EXPENSES FOR LOW-INCOME PATIENTS, AND PATIENT EDUCATIONAL PROGRAMS DELIVERED IN PRINT, DIGITAL, VIDEO AND ONLINE INTERACTIVE FORMATS. THE FOUNDATION ALSO ADMINISTERS THE CO-PAY RELIEF PROGRAM (CPR), PROVIDING FINANCIAL SUPPORT FOR CO-PAYMENTS AND COINSURANCE REQUIRED FOR PHARMACEUTICAL TREATMENTS PRESCRIBED TO TREAT AND/OR MANAGE CERTAIN CHRONIC AND LIFE-THREATENING CONDITIONS AS WELL AS PAYING FOR HEALTH INSURANCE PREMIUMS AND OFFICE VISIT AND ADMINISTRATION CHARGES ON THE DAY OF TREATMENT. THROUGH THE FOUNDATION'S COMPLIMENT OF CASE MANAGEMENT, FINANCIAL ASSISTANCE, AND EDUCATIONAL PROGRAMS, PAF ASSISTS TENS OF THOUSANDS OF PATIENTS LIVING THROUGHOUT THE UNITED STATES AND US TERRITORIES EVERY YEAR. PAF SERVED 187,427 PATIENTS IN FY2023/2024, INCLUDING CASE MANAGEMENT SERVICES AND THE PROVISION OF FINANCIAL ASSISTANCE. PAF HAS PROVIDED HELP AND ASSISTANCE TO OVER 2.2 MILLION PATIENTS AND FAMILIES SINCE ITS INCEPTION IN 1996. PAF IS PUBLICLY SUPPORTED, PRIMARILY RECEIVING ITS' SUPPORT THROUGH CHARITABLE CONTRIBUTIONS, GRANTS, COOPERATIVE AGREEMENTS WITH GOVERNMENTAL AGENCIES AND OTHER 501(C)(3) NON-PROFIT ORGANIZATIONS AND DONATIONS FROM THE GENERAL PUBLIC, THUS, ALLOWING PAF TO OFFER ITS DIVERSE PROGRAMMING TO PATIENTS COMPLETELY FREE OF CHARGE.CASE MANAGEMENT & FINANCIAL SUPPORT PROGRAMSFOR 28 YEARS, THE FOUNDATION HAS PROVIDED CASE MANAGEMENT INTERVENTIONS FOR CRITICALLY OR CHRONICALLY ILL PATIENTS ACROSS THE NATION. OUR 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 FY23/24, THE FOUNDATION'S CASE MANAGEMENT STAFF DIRECTLY ASSISTED OR ADVOCATED FOR 14,028 INDIVIDUALS, COLLECTIVELY LIVING WITH 635 UNIQUE DISEASES. ON AVERAGE, EACH CASE INVOLVED 30 CONTACTS WITH RELEVANT STAKEHOLDERS TO ACHIEVE RESOLUTION, TOTALING 425,825 UNIQUE INTERACTIONS. THE AVERAGE CONTACTS PER CASE INCREASED 20% OVER FY22/23. THIS EFFORT RESULTED IN AN AVERAGE DEBT RELIEF OR PATIENT SAVINGS OF $1,294 PER CASE.IN ADDITION TO THESE SERVICES, PAF DISTRIBUTED 2,542 EDUCATIONAL PUBLICATIONS TO PATIENTS AND THOSE SEEKING INFORMATION. THE FOUNDATION OPERATES A DIVERSE PORTFOLIO OF 27 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. PAF PROVIDES THESE SERVICES THROUGH A COMPLEMENT OF 35 UNIQUE PROGRAMS. PAF ALSO ADMINISTERED A SUITE OF FIFTEEN (15) SMALL GRANT PROGRAMS IN FY2023/2024 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 A CHRONIC OR CRITICAL DISEASE. IN FY2023/2024, PROGRAM STAFF FIELDED 21,111 TELEPHONE CALLS AND SUCCESSFULLY PROVIDED ONE-TIME SMALL GRANTS TO 2,445 PATIENTS, TOTALING $5,158,800 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: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 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 FOUNDATION SOUTHEASTERN VIRGINA FINANCIAL AID FUND: SERVING PATIENTS DIAGNOSED WITH ARDS, TSS AND/OR SEPSIS THAT RESIDE 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 THE 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 AID FUND: SERVING PEDIATRIC PATIENTS DIAGNOSED WITH BRAIN CANCER. NATIONAL OVARIAN CANCER COALITION CLINICAL TRAIL 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 FINANCIAL AID FUND: SERVING PATIENTS THAT HAVE BEEN DIAGNOSED WITH PROSTATE CANCER AND RESIDE IN OKLAHOMA. THE PEDIATRIC AMINO ACID & METABOLIC FORMULAS EMERGENCY ASSISTANCE FUND: SERVING FAMILIES WHO HAVE EXPERIENCED UNEXPECTED COSTS RELATED TO AN IN-PATIENT HOSPITALIZATION OR EMERGENCY ROOM VISIT OF A CHILD WHO IS RELIANT ON AMINO ACID-BASED OR METABOLIC BASED FORMULAS FOR NUTRITION. THYROID EYE DISEASE FINANCIAL AID FUND: SUPPORTS PATIENTS WHO ARE BEING EVALUATED, UNDERGOING TREATMENT, OR RECEIVING FOLLOW UP CARE FOR PROSTATE CANCER. IN FY2022/2023, 1,641 PATIENTS RECEIVED FINANCIAL RELIEF FROM SIXTEEN (16) FINANCIAL FUNDS, TOTALING $2,267,500. (CONTINUED ON SCHEDULE O)

Facts And Circumstances Test

PATIENT ADVOCATE FOUNDATIONSECTION 170(B) (1) (A) ORGANIZATIONFACTS & CIRCUMSTANCES TEST; FY2023/2024PATIENT ADVOCATE FOUNDATION OFFERS THE FOLLOWING FACTS AND CIRCUMSTANCES IN SUPPORT OF ITS ONGOING CLASSIFICATIONS AS A PUBLIC CHARITY AS DEFINED IN SECTION 170(B) (1) (A).PATIENT ADVOCATE FOUNDATION (PAF) IS A NATIONAL 501 (C)(3) NON-PROFIT ORGANIZATION THAT PROVIDES CASE MANAGEMENT SERVICES AND FINANCIAL AID TO AMERICANS WITH CHRONIC, LIFE THREATENING AND DEBILITATING ILLNESSES. SINCE 1996, PAF HAS PROVIDED FINANCIAL AND INSURANCE NAVIGATION, SOCIAL SERVICES SUPPORT, DIRECT FINANCIAL SUPPORT, AND EDUCATIONAL SERVICES TO OVER 2 MILLION PATIENTS AND CAREGIVERS EXPERIENCING FINANCIAL, EMPLOYMENT, INSURANCE COVERAGE OR HOUSEHOLD MATERIAL HARDSHIPS BECAUSE OF THEIR HEALTH CONDITIONS AND ASSOCIATED TREATMENT. IN PAF'S 28 YEARS SERVING PATIENTS AND FAMILIES THROUGH ITS PROGRAMS PATIENTS' IT HAS BEEN WELL DOCUMENTED THAT THE TOTAL COSTS OF CARE, INCLUDING MEDICAL AND NONMEDICAL EXPENSES, CAN QUICKLY OVERWHELM EVEN THE BEST PLANNED HOUSEHOLD BUDGET. THESE UNEXPECTED EXPENSES FURTHER COMPOUND HEALTH INEQUITIES AND ECONOMIC CHALLENGES THAT INDIVIDUALS AND FAMILIES ARE ALREADY CONFRONTING, PARTICULARLY AMONG POPULATIONS WITH LOW SOCIO-ECONOMIC CHARACTERISTICS, COMMUNITIES OF COLOR AND THOSE LIVING IN RURAL REGIONS OR MEDICAL SHORTAGE AREAS. THROUGH THIS WORK PAF HAS CREATED AND CURATED AN EXTENSIVE CATALOGUE OF RESOURCES, DEVELOPED DEEP EXPERIENCE AND EXPERTISE IN DESIGNING AND IMPLEMENTING DIRECT PATIENT SERVICE PROGRAMS AS WELL AS GATHERING AND ANALYZING PATIENT INSIGHTS TO SUPPORT A ROBUST RESEARCH AND EVALUATION PORTFOLIO, PROMOTING THE IMPORTANCE OF THE DELIVERY OF SOCIAL NEEDS NAVIGATION AS A PERSON-CENTERED AND PATIENT-ACTIVATED HEALTH EQUITY SOLUTION.THE FOUNDATION HAS DEVELOPED AND DELIVERS A DIVERSE PORTFOLIO OF PATIENT CENTERED PROGRAMS TO PATIENTS AND THEIR FAMILIES INCLUDING PERSONALIZED CASE MANAGEMENT SERVICES, SMALL GRANT PROGRAMS THAT PROVIDE SUPPORT FOR COST-OF-LIVING EXPENSES FOR LOW-INCOME PATIENTS, AND PATIENT EDUCATIONAL PROGRAMS DELIVERED IN PRINT, DIGITAL, VIDEO AND ONLINE INTERACTIVE FORMATS. THE FOUNDATION ALSO ADMINISTERS THE CO-PAY RELIEF PROGRAM (CPR), PROVIDING FINANCIAL SUPPORT FOR CO-PAYMENTS AND COINSURANCE REQUIRED FOR PHARMACEUTICAL TREATMENTS PRESCRIBED TO TREAT AND/OR MANAGE CERTAIN CHRONIC AND LIFE-THREATENING CONDITIONS AS WELL AS PAYING FOR HEALTH INSURANCE PREMIUMS AND OFFICE VISIT AND ADMINISTRATION CHARGES ON THE DAY OF TREATMENT. THROUGH THE FOUNDATION'S COMPLIMENT OF CASE MANAGEMENT, FINANCIAL ASSISTANCE, AND EDUCATIONAL PROGRAMS, PAF ASSISTS TENS OF THOUSANDS OF PATIENTS LIVING THROUGHOUT THE UNITED STATES AND US TERRITORIES EVERY YEAR. PAF SERVED 187,427 PATIENTS IN FY2023/2024, INCLUDING CASE MANAGEMENT SERVICES AND THE PROVISION OF FINANCIAL ASSISTANCE. PAF HAS PROVIDED HELP AND ASSISTANCE TO OVER 2.2 MILLION PATIENTS AND FAMILIES SINCE ITS INCEPTION IN 1996. PAF IS PUBLICLY SUPPORTED, PRIMARILY RECEIVING ITS' SUPPORT THROUGH CHARITABLE CONTRIBUTIONS, GRANTS, COOPERATIVE AGREEMENTS WITH GOVERNMENTAL AGENCIES AND OTHER 501(C)(3) NON-PROFIT ORGANIZATIONS AND DONATIONS FROM THE GENERAL PUBLIC, THUS, ALLOWING PAF TO OFFER ITS DIVERSE PROGRAMMING TO PATIENTS COMPLETELY FREE OF CHARGE.CASE MANAGEMENT & FINANCIAL SUPPORT PROGRAMSFOR 28 YEARS, THE FOUNDATION HAS PROVIDED CASE MANAGEMENT INTERVENTIONS FOR CRITICALLY OR CHRONICALLY ILL PATIENTS ACROSS THE NATION. OUR 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 FY23/24, THE FOUNDATION'S CASE MANAGEMENT STAFF DIRECTLY ASSISTED OR ADVOCATED FOR 14,028 INDIVIDUALS, COLLECTIVELY LIVING WITH 635 UNIQUE DISEASES. ON AVERAGE, EACH CASE INVOLVED 30 CONTACTS WITH RELEVANT STAKEHOLDERS TO ACHIEVE RESOLUTION, TOTALING 425,825 UNIQUE INTERACTIONS. THE AVERAGE CONTACTS PER CASE INCREASED 20% OVER FY22/23. THIS EFFORT RESULTED IN AN AVERAGE DEBT RELIEF OR PATIENT SAVINGS OF $1,294 PER CASE.IN ADDITION TO THESE SERVICES, PAF DISTRIBUTED 2,542 EDUCATIONAL PUBLICATIONS TO PATIENTS AND THOSE SEEKING INFORMATION. THE FOUNDATION OPERATES A DIVERSE PORTFOLIO OF 27 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. PAF PROVIDES THESE SERVICES THROUGH A COMPLEMENT OF 35 UNIQUE PROGRAMS. PAF ALSO ADMINISTERED A SUITE OF FIFTEEN (15) SMALL GRANT PROGRAMS IN FY2023/2024 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 A CHRONIC OR CRITICAL DISEASE. IN FY2023/2024, PROGRAM STAFF FIELDED 21,111 TELEPHONE CALLS AND SUCCESSFULLY PROVIDED ONE-TIME SMALL GRANTS TO 2,445 PATIENTS, TOTALING $5,158,800 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: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 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 FOUNDATION SOUTHEASTERN VIRGINA FINANCIAL AID FUND: SERVING PATIENTS DIAGNOSED WITH ARDS, TSS AND/OR SEPSIS THAT RESIDE 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 THE 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 AID FUND: SERVING PEDIATRIC PATIENTS DIAGNOSED WITH BRAIN CANCER. NATIONAL OVARIAN CANCER COALITION CLINICAL TRAIL 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 FINANCIAL AID FUND: SERVING PATIENTS THAT HAVE BEEN DIAGNOSED WITH PROSTATE CANCER AND RESIDE IN OKLAHOMA. THE PEDIATRIC AMINO ACID & METABOLIC FORMULAS EMERGENCY ASSISTANCE FUND: SERVING FAMILIES WHO HAVE EXPERIENCED UNEXPECTED COSTS RELATED TO AN IN-PATIENT HOSPITALIZATION OR EMERGENCY ROOM VISIT OF A CHILD WHO IS RELIANT ON AMINO ACID-BASED OR METABOLIC BASED FORMULAS FOR NUTRITION. THYROID EYE DISEASE FINANCIAL AID FUND: SUPPORTS PATIENTS WHO ARE BEING EVALUATED, UNDERGOING TREATMENT, OR RECEIVING FOLLOW UP CARE FOR PROSTATE CANCER. IN FY2022/2023, 1,641 PATIENTS RECEIVED FINANCIAL RELIEF FROM SIXTEEN (16) FINANCIAL FUNDS, TOTALING $2,267,500. (CONTINUED ON SCHEDULE O)

Return Reference	Explanation

Schedule A (Form 990) 2023

Additional Data

Software ID:
Software Version:

- TIN:

Schedule B
(Form 990)

Department of the Treasury
Internal Revenue Service

Schedule of Contributors

Attach to Form 990, 990-EZ, or 990-PF.

Go to www.irs.gov/Form990 for the latest information.

OMB No. 1545-0047

2023

Name of the organization

PATIENT ADVOCATE FOUNDATION

Employer identification number

54-1806317

Organization type (check one):

Filers of:

Section:

Form 990 or 990-EZ

501(c)( ) (enter number) organization

4947(a)(1) nonexempt charitable trust not treated as a private foundation

527 political organization

Form 990-PF

501(c)(3) exempt private foundation

4947(a)(1) nonexempt charitable trust treated as a private foundation

501(c)(3) taxable private foundation

Check if your organization is covered by the General Rule or a Special Rule.
Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.

General Rule

For an organization filing Form 990, 990-EZ, or 990-PF that received, during the year, contributions totaling $5,000 or more (in money or other property) from any one contributor. Complete Parts I and II. See instructions for determining a contributor's total contributions.

Special Rules

For an organization described in section 501(c)(3) filing Form 990 or 990-EZ that met the 33¹/3% support test of the regulations
under sections 509(a)(1) and 170(b)(1)(A)(vi), that checked Schedule A (Form 990 or 990-EZ), Part II, line 13, 16a, or 16b, and that received from any one contributor, during the year, total contributions of the greater of (1) $5,000 or (2) 2% of the amount on (i) Form 990, Part VIII, line 1h, or (ii) Form 990-EZ, line 1. Complete Parts I and II.

For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, total contributions of more than $1,000 exclusively for religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals. Complete Parts I, II, and III.

For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, contributions exclusively for religious, charitable, etc., purposes, but no such contributions totaled more than $1,000. If this box is checked, enter here the total contributions that were received during the year for an exclusively religious, charitable, etc., purpose. Don't complete any of the parts unless the General Rule applies to this organization because it received nonexclusively religious, charitable, etc., contributions totaling $5,000 or more during the year ......... Arrow Bullet

Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).

For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.

Cat. No. 30613XSchedule B (Form 990) (2023)

Schedule B (Form 990) (2023) Page 2

Name of organization PATIENT ADVOCATE FOUNDATION

Part I Contributors	Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
RESTRICTED	,	$ RESTRICTED	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
Schedule B (Form 990) (2023)

Schedule B (Form 990) (2023)

Page 3

Name of organization PATIENT ADVOCATE FOUNDATION		Employer identification number 54-1806317

Part II	Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
Schedule B (Form 990) (2023)

Schedule B (Form 990) (2023)

Page 4


Name of organization PATIENT ADVOCATE FOUNDATION			Employer identification number 54-1806317
Part III Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) $ Use duplicate copies of Part III if additional space is needed.

(a)
No. from Part I

(b) Purpose of gift

(d) Description of how gift is held

(e) Transfer of gift
Transferee's name, address, and ZIP 4	Relationship of transferor to transferee

(a)
No. from Part I

(b) Purpose of gift

(d) Description of how gift is held

(e) Transfer of gift
Transferee's name, address, and ZIP 4	Relationship of transferor to transferee

(a)
No. from Part I

(b) Purpose of gift

(d) Description of how gift is held

(e) Transfer of gift
Transferee's name, address, and ZIP 4	Relationship of transferor to transferee

(a)
No. from Part I

(b) Purpose of gift

(d) Description of how gift is held

(e) Transfer of gift
Transferee's name, address, and ZIP 4	Relationship of transferor to transferee

Schedule B (Form 990) (2023)

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE C
(Form 990)

Department of the Treasury
Internal Revenue Service

Political Campaign and Lobbying Activities

For Organizations Exempt From Income Tax Under section 501(c) and section 527

right arrow

Complete if the organization is described below. right arrow

Attach to Form 990 or Form 990-EZ.
right arrow

Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

2022

Open to Public
Inspection

If the organization answered "Yes" on Form 990, Part IV, Line 3, or Form 990-EZ, Part V, line 46 (Political Campaign Activities), then
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Section 501(c)(3) organizations: Complete Parts I-A and B. Do not complete Part I-C.
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Section 501(c) (other than section 501(c)(3)) organizations: Complete Parts I-A and C below. Do not complete Part I-B.
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Section 527 organizations: Complete Part I-A only.
If the organization answered "Yes" on Form 990, Part IV, Line 4, or Form 990-EZ, Part VI, line 47 (Lobbying Activities), then
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Section 501(c)(3) organizations that have filed Form 5768 (election under section 501(h)): Complete Part II-A. Do not complete Part II-B.
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Section 501(c)(3) organizations that have NOT filed Form 5768 (election under section 501(h)): Complete Part II-B. Do not complete Part II-A.
If the organization answered "Yes" on Form 990, Part IV, Line 5 (Proxy Tax) (see separate instructions) or Form 990-EZ, Part V, line 35c (Proxy Tax) (see separate instructions), then
Round Bullet

Section 501(c)(4), (5), or (6) organizations: Complete Part III.

Name of the organization

PATIENT ADVOCATE FOUNDATION

Employer identification number

54-1806317

Part I-A

Complete if the organization is exempt under section 501(c) or is a section 527 organization.

Provide a description of the organization’s direct and indirect political campaign activities in Part IV. See instructions for definition of “political campaign activities."

Political campaign activity expenditures. See instructions .................................................................... right arrow

Volunteer hours for political campaign activities. See instructions ..................................................................

Part I-B

Complete if the organization is exempt under section 501(c)(3).

Enter the amount of any excise tax incurred by the organization under section 4955 ................................ right arrow

Enter the amount of any excise tax incurred by organization managers under section 4955 ....................... right arrow

If the organization incurred a section 4955 tax, did it file Form 4720 for this year? .........................................

Yes No

Was a correction made? ......................................................................................................................

Yes No

If "Yes," describe in Part IV.

Part I-C

Complete if the organization is exempt under section 501(c), except section 501(c)(3).

Enter the amount directly expended by the filing organization for section 527 exempt function activities ..... right arrow

Enter the amount of the filing organization's funds contributed to other organizations for section 527 exempt function activities ............................................................................................................................ right arrow

Total exempt function expenditures. Add lines 1 and 2. Enter here and on Form 1120-POL, line 17b........... right arrow

Did the filing organization file Form 1120-POL for this year? ...................................................................

Yes No

Enter the names, addresses and employer identification number (EIN) of all section 527 political organizations to which the filing
organization made payments. For each organization listed, enter the amount paid from the filing organization’s funds. Also enter the amount of political contributions received that were promptly and directly delivered to a separate political organization, such as a separate segregated fund or a political action committee (PAC). If additional space is needed, provide information in Part IV.

(a) Name	(b) Address	(c) EIN	(d) Amount paid from filing organization's funds. If none, enter -0-.	(e) Amount of political contributions received and promptly and directly delivered to a separate political organization. If none, enter -0-.
1
2
3
4
5
6

For Paperwork Reduction Act Notice, see the instructions for Form 990.

Cat. No. 50084S

Schedule C (Form 990) 2022

Page 2

Part II-A

Complete if the organization is exempt under section 501(c)(3) and filed Form 5768 (election under section 501(h)).

A Check right arrow

if the filing organization belongs to an affiliated group (and list in Part IV each affiliated group member's name, address, EIN, expenses, and share of excess lobbying expenditures).
B Check right arrow

if the filing organization checked box A and "limited control" provisions apply.

Limits on Lobbying Expenditures (The term "expenditures" means amounts paid or incurred.)		(a) Filing organization's totals	(b) Affiliated group totals
1a	Total lobbying expenditures to influence public opinion (grass roots lobbying) ......................
b	Total lobbying expenditures to influence a legislative body (direct lobbying) ........................	780,000
c	Total lobbying expenditures (add lines 1a and 1b) ............................................................	780,000
d	Other exempt purpose expenditures ...............................................................................	273,427,632
e	Total exempt purpose expenditures (add lines 1c and 1d) ..................................................	274,207,632
f	Lobbying nontaxable amount. Enter the amount from the following table in both columns.	1,000,000
	If the amount on line 1e, column (a) or (b) is:The lobbying nontaxable amount is:
	Not over $500,00020% of the amount on line 1e.
	Over $500,000 but not over $1,000,000$100,000 plus 15% of the excess over $500,000.
	Over $1,000,000 but not over $1,500,000$175,000 plus 10% of the excess over $1,000,000.
	Over $1,500,000 but not over $17,000,000$225,000 plus 5% of the excess over $1,500,000.
	Over $17,000,000$1,000,000.

g	Grassroots nontaxable amount (enter 25% of line 1f) .................................................	250,000
h	Subtract line 1g from line 1a. If zero or less, enter -0-. ................................................	0
i	Subtract line 1f from line 1c. If zero or less, enter -0-. ................................................	0
j	If there is an amount other than zero on either line 1h or line 1i, did the organization file Form 4720 reporting section 4911 tax for this year? ...................................................................................................................		Yes No

4-Year Averaging Period Under Section 501(h) (Some organizations that made a section 501(h) election do not have to complete all of the five columns below. See the separate instructions for lines 2a through 2f.)
Lobbying Expenditures During 4-Year Averaging Period
	Calendar year (or fiscal year beginning in)	(a) 2019	(b) 2020	(c) 2021	(d) 2022	(e) Total

2a	Lobbying nontaxable amount	1,000,000	1,000,000	1,000,000	1,000,000	4,000,000

b	Lobbying ceiling amount (150% of line 2a, column(e))					6,000,000

c	Total lobbying expenditures	780,000	780,000	780,000	780,000	3,120,000

d	Grassroots nontaxable amount	250,000	250,000	250,000	250,000	1,000,000

e	Grassroots ceiling amount (150% of line 2d, column (e))					1,500,000

f	Grassroots lobbying expenditures

Schedule C (Form 990) 2022

Page 3

Part II-B

Complete if the organization is exempt under section 501(c)(3) and has NOT filed Form 5768 (election under section 501(h)).

For each "Yes" response on lines 1a through 1i below, provide in Part IV a detailed description of the lobbying activity.

(a)

Yes|No

(b)

Amount

During the year, did the filing organization attempt to influence foreign, national, state or local legislation, including any attempt to influence public opinion on a legislative matter or referendum, through the use of:

Volunteers? ...........................................................................................................

Paid staff or management (include compensation in expenses reported on lines 1c through 1i)? ........

Media advertisements? ...................................................................................................

Mailings to members, legislators, or the public? .............................................................................

Publications, or published or broadcast statements? ...........................................................

Grants to other organizations for lobbying purposes? ..........................................................

Direct contact with legislators, their staffs, government officials, or a legislative body? .......................

Rallies, demonstrations, seminars, conventions, speeches, lectures, or any similar means? ..................

Other activities? ...................................................................................................................

Total. Add lines 1c through 1i ....................................................................................................

Did the activities in line 1 cause the organization to be not described in section 501(c)(3)? .....

If "Yes," enter the amount of any tax incurred under section 4912 ...........................................

If "Yes," enter the amount of any tax incurred by organization managers under section 4912 ...................

If the filing organization incurred a section 4912 tax, did it file Form 4720 for this year? ........................

Part III-A

Complete if the organization is exempt under section 501(c)(4), section 501(c)(5), or section 501(c)(6).

Yes

Were substantially all (90% or more) dues received nondeductible by members? ...............................................

Did the organization make only in-house lobbying expenditures of $2,000 or less? ............................................

Did the organization agree to carry over lobbying and political expenditures from the prior year? .................................

Part III-B

Complete if the organization is exempt under section 501(c)(4), section 501(c)(5), or section 501(c)(6) and if either (a) BOTH Part III-A, lines 1 and 2, are answered "No" OR (b) Part III-A, line 3, is answered “Yes."

Dues, assessments and similar amounts from members ......................................................................

Section 162(e) nondeductible lobbying and political expenditures (do not include amounts of political expenses for which the section 527(f) tax was paid).

Current year .............................................................................................................................

Carryover from last year ............................................................................................................

Total ...........................................................................................................................................

Aggregate amount reported in section 6033(e)(1)(A) notices of nondeductible section 162(e) dues .

If notices were sent and the amount on line 2c exceeds the amount on line 3, what portion of the excess does the organization agree to carryover to the reasonable estimate of nondeductible lobbying and political expenditure next year? ......................................................................................................................

Taxable amount of lobbying and political expenditures. See Instructions .........................................

Part IV

Supplemental Information

Provide the descriptions required for Part l-A, line 1; Part l-B, line 4; Part l-C, line 5; Part II-A (affiliated group list); Part II-A, lines 1 and 2 (see instructions), and Part ll-B, line 1. Also, complete this part for any additional information.

Return Reference	Explanation

Schedule C (Form 990) 2022

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE D
(Form 990)

Department of the Treasury
Internal Revenue Service

Supplemental Financial Statements

Complete if the organization answered "Yes," on Form 990,
Part IV, line 6, 7, 8, 9, 10, 11a, 11b, 11c, 11d, 11e, 11f, 12a, or 12b.
right arrow

Attach to Form 990.
right arrow

Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

2022

Open to Public Inspection

Name of the organization

PATIENT ADVOCATE FOUNDATION

Employer identification number

54-1806317

Part I

Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts. Complete if the organization answered "Yes" on Form 990, Part IV, line 6.

		(a) Donor advised funds	(b) Funds and other accounts
1	Total number at end of year .........
2	Aggregate value of contributions to (during year)
3	Aggregate value of grants from (during year)
4	Aggregate value at end of year ........

Did the organization inform all donors and donor advisors in writing that the assets held in donor advised funds are the organization’s property, subject to the organization’s exclusive legal control? ............

Yes No

Did the organization inform all grantees, donors, and donor advisors in writing that grant funds can be used only for charitable purposes and not for the benefit of the donor or donor advisor, or for any other purpose conferring impermissible private benefit? ...................................

Yes No

Part II

Conservation Easements.
Complete if the organization answered "Yes" on Form 990, Part IV, line 7.

Purpose(s) of conservation easements held by the organization (check all that apply).

Preservation of land for public use (e.g., recreation or education) Preservation of an historically important land area

Protection of natural habitat Preservation of a certified historic structure

Preservation of open space

Complete lines 2a through 2d if the organization held a qualified conservation contribution in the form of a conservation easement on the last day of the tax year.


a	Total number of conservation easements ......................	2a
b	Total acreage restricted by conservation easements ....................	2b
c	Number of conservation easements on a certified historic structure included in (a) .....	2c
d	Number of conservation easements included in (c) acquired after July 25, 2006, and not on a historic structure listed in the National Register ...	2d

Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during the
tax year right arrow

Number of states where property subject to conservation easement is located right arrow

Does the organization have a written policy regarding the periodic monitoring, inspection, handling of violations, and enforcement of the conservation easements it holds? ............

Yes No

Staff and volunteer hours devoted to monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
right arrow

Amount of expenses incurred in monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
right arrow

Does each conservation easement reported on line 2(d) above satisfy the requirements of section 170(h)(4)(B)(i) and section 170(h)(4)(B)(ii)? .............................

Yes No

In Part XIII, describe how the organization reports conservation easements in its revenue and expense statement, and
balance sheet, and include, if applicable, the text of the footnote to the organization’s financial statements that describes
the organization’s accounting for conservation easements.

Part III

Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets.
Complete if the organization answered "Yes" on Form 990, Part IV, line 8.

If the organization elected, as permitted under FASB ASC 958, not to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide, in Part XIII, the text of the footnote to its financial statements that describes these items.

If the organization elected, as permitted under FASB ASC 958, to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide the following amounts relating to these items:

(i)

Revenue included on Form 990, Part VIII, line 1 ......................... right arrow

(ii)

Assets included in Form 990, Part X ............................... right arrow

If the organization received or held works of art, historical treasures, or other similar assets for financial gain, provide the
following amounts required to be reported under FASB ASC 958 relating to these items:

Revenue included on Form 990, Part VIII, line 1 .......................... right arrow

Assets included in Form 990, Part X ............................... right arrow

For Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 52283D

Schedule D (Form 990) 2022

Page 2

Part III

Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued)

Using the organization’s acquisition, accession, and other records, check any of the following that are a significant use of its collection items (check all that apply):

Public exhibition

Loan or exchange programs

Scholarly research

Other

Preservation for future generations

Provide a description of the organization’s collections and explain how they further the organization’s exempt purpose in
Part XIII.

During the year, did the organization solicit or receive donations of art, historical treasures or other similar
assets to be sold to raise funds rather than to be maintained as part of the organization’s collection?...

Yes No

Part IV

Escrow and Custodial Arrangements. Complete if the organization answered "Yes" on Form 990, Part IV, line 9, or reported an amount on Form 990, Part X, line 21.

Is the organization an agent, trustee, custodian or other intermediary for contributions or other assets not
included on Form 990, Part X? ....................................

Yes No


b	If "Yes," explain the arrangement in Part XIII and complete the following table:		Amount
c	Beginning balance .............................	1c
d	Additions during the year ............................	1d
e	Distributions during the year ..........................	1e
f	Ending balance ................................	1f

Did the organization include an amount on Form 990, Part X, line 21, for escrow or custodial account liability? ...

Yes No

If "Yes," explain the arrangement in Part XIII. Check here if the explanation has been provided in Part XIII ....

Part V

Endowment Funds.
Complete if the organization answered "Yes" on Form 990, Part IV, line 10.

		(a) Current year	(b) Prior year	(c) Two years back	(d) Three years back	(e) Four years back

1a	Beginning of year balance ....	2,224,088	2,167,270	2,194,524	2,186,163	2,078,900
b	Contributions ...
c	Net investment earnings, gains, and losses	109,008	56,818	-27,254	8,361	107,263
d	Grants or scholarships ...
e	Other expenditures for facilities and programs ...
f	Administrative expenses ....
g	End of year balance ......	2,333,096	2,224,088	2,167,270	2,194,524	2,186,163

Provide the estimated percentage of the current year end balance (line 1g, column (a)) held as:

Board designated or quasi-endowment right arrow

100.000 %

Permanent endowment right arrow

Term endowment right arrow

The percentages on lines 2a, 2b, and 2c should equal 100%.

Are there endowment funds not in the possession of the organization that are held and administered for the
organization by:

Yes

(i) Unrelated organizations .................

3a(i)

(ii) Related organizations .................

3a(ii)

If "Yes" on 3a(ii), are the related organizations listed as required on Schedule R? .........

Describe in Part XIII the intended uses of the organization's endowment funds.

Part VI

Land, Buildings, and Equipment.
Complete if the organization answered "Yes" on Form 990, Part IV, line 11a. See Form 990, Part X, line 10.

Description of property		(a) Cost or other basis (investment)	(b) Cost or other basis (other)	(c) Accumulated depreciation	(d) Book value

1a	Land .....
b	Buildings ....
c	Leasehold improvements	100,581	31,293	69,288
d	Equipment ....	9,700,588	4,982,266	4,718,322
e	Other .....	579,567		579,567
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).)..				5,367,177

Schedule D (Form 990) 2022

Page 3

Part VII

Investments - Other Securities.
Complete if the organization answered "Yes" on Form 990, Part IV, line 11b. See Form 990, Part X, line 12.

(a) Description of security or category (including name of security)	(b) Book value	(c) Method of valuation: Cost or end-of-year market value
(1) Financial derivatives.........
(2) Closely-held equity interests........
(3)Other
(A)
(B)
(C)
(D)
(E)
(F)
(G)
(H)
Total. (Column (b) must equal Form 990, Part X, col. (B) line 12.)

Part VIII

Investments - Program Related. Complete if the organization answered 'Yes' on Form 990, Part IV, line 11c. See Form 990, Part X, line 13.

(a) Description of investment	(b) Book value	(c) Method of valuation: Cost or end-of-year market value

(1)
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 13.)

Part IX

Other Assets.
Complete if the organization answered 'Yes' on Form 990, Part IV, line 11d. See Form 990, Part X, line 15.

(a) Description				(b) Book value

(1)
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 15.)...........

Part X

Other Liabilities.
Complete if the organization answered 'Yes' on Form 990, Part IV, line 11e or 11f. See Form 990, Part X, line 25.

1.(a) Description of liability	(b) Book value
(1) Federal income taxes
ACCRUED VACATION	602,378
IBNR RESERVE	79,000
POSTRETIREMENT LIABILITY	2,115,702
DUE TO NPAF	9,950
OPERATING LEASE LIABILITY	5,754,922




Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)	8,561,952
2. Liability for uncertain tax positions. In Part XIII, provide the text of the footnote to the organization's financial statements that reports the organization's liability for uncertain tax positions under FIN 48 (ASC 740). Check here if the text of the footnote has been provided in Part XIII

Schedule D (Form 990) 2022

Page 4

Part XI Reconciliation of Revenue per Audited Financial Statements With Revenue per Return. Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.
1	Total revenue, gains, and other support per audited financial statements .......			1	243,633,396
2	Amounts included on line 1 but not on Form 990, Part VIII, line 12:
a	Net unrealized gains (losses) on investments ....	2a	10,872
b	Donated services and use of facilities .........	2b
c	Recoveries of prior year grants ...........	2c
d	Other (Describe in Part XIII.) ...........	2d
e	Add lines 2a through 2d .....................			2e	10,872
3	Subtract line 2e from line 1..................			3	243,622,524
4	Amounts included on Form 990, Part VIII, line 12, but not on line 1:
a	Investment expenses not included on Form 990, Part VIII, line 7b .	4a
b	Other (Describe in Part XIII.) ...........	4b	-144,352
c	Add lines 4a and 4b....................			4c	-144,352
5	Total revenue. Add lines 3 and 4c. (This must equal Form 990, Part I, line 12.) ......			5	243,478,172

Part XII Reconciliation of Expenses per Audited Financial Statements With Expenses per Return. Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.
1	Total expenses and losses per audited financial statements ...........			1	274,351,984
2	Amounts included on line 1 but not on Form 990, Part IX, line 25:
a	Donated services and use of facilities .........	2a
b	Prior year adjustments ............	2b
c	Other losses ................	2c
d	Other (Describe in Part XIII.) ...........	2d	144,352
e	Add lines 2a through 2d....................			2e	144,352
3	Subtract line 2e from line 1...................			3	274,207,632
4	Amounts included on Form 990, Part IX, line 25, but not on line 1:
a	Investment expenses not included on Form 990, Part VIII, line 7b ..	4a
b	Other (Describe in Part XIII.) ...........	4b
c	Add lines 4a and 4b.....................			4c	0
5	Total expenses. Add lines 3 and 4c. (This must equal Form 990, Part I, line 18.) ......			5	274,207,632

Part XIII

Supplemental Information

Provide the descriptions required for Part II, lines 3, 5, and 9; Part III, lines 1a and 4; Part lV, lines 1b and 2b; Part V, line 4; Part X, line 2; Part XI, lines 2d and 4b; and Part XII, lines 2d and 4b. Also complete this part to provide any additional information.

Return Reference	Explanation
PART V, LINE 4:	THE ENDOWMENT FUND OF PATIENT ADVOCATE FOUNDATION WAS ESTABLISHED IN 2001 TO FURTHER ITS EXEMPT PURPOSE BY SUPPORTING DIRECT PATIENT SERVICES. THE ENDOWMENT FUND BUILDS LONG-TERM STABILITY FOR THE FUTURE OF THE FOUNDATION BY PROVIDING AN ADDITIONAL SOURCE OF INCOME TO MEET AN INCREASING DEMAND FOR NATIONAL PROGRAMS AND SERVICES. IT PROVIDES FOR INTEREST INCOME TO BE USED BY PAF AND RESTRICTS ACCESS TO PRINCIPAL BASED UPON BOARD APPROVAL.
PART X, LINE 2:	THE FOUNDATION IS EXEMPT FROM INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND THE COMMONWEALTH OF VIRGINIA STATUTES; ACCORDINGLY, THE ACCOMPANYING FINANCIAL STATEMENTS DO NOT REFLECT A PROVISION OR LIABILITY FOR FEDERAL AND STATE INCOME TAXES.
PART XI, LINE 4B - OTHER ADJUSTMENTS:	LOSS ON FIXED ASSET INCLUDED IN EXPENSES FOR F/S -16,524. FUNDRAISING EXPENSES OFFSET REVENUE ON 990 -127,828.
PART XII, LINE 2D - OTHER ADJUSTMENTS:	LOSS ON FIXED ASSET INCLUDED IN EXPENSES FOR F/S 16,524. FUNDRAISING EXPENSES OFFSET REVENUE ON 990 127,828.

Schedule D (Form 990) 2022

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE G (Form 990)

Department of the Treasury
Internal Revenue Service

Supplemental Information Regarding
Fundraising or Gaming Activities

Complete if the organization answered "Yes" on Form 990, Part IV, lines 17, 18, or 19, or if the organization entered more than $15,000 on Form 990-EZ, line 6a. right arrow

Attach to Form 990 or Form 990-EZ.
right arrow

Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

2023

Open to Public Inspection

Name of the organization
PATIENT ADVOCATE FOUNDATION

Employer identification number

54-1806317

Part I

Fundraising Activities.Complete if the organization answered "Yes" on Form 990, Part IV, line 17.

Form 990-EZ filers are not required to complete this part.

Indicate whether the organization raised funds through any of the following activities. Check all that apply.

a	Mail solicitations	e	Solicitation of non-government grants
b	Internet and email solicitations	f	Solicitation of government grants
c	Phone solicitations	g	Special fundraising events
d	In-person solicitations

Did the organization have a written or oral agreement with any individual (including officers, directors, trustees

or key employees listed in Form 990, Part VII) or entity in connection with professional fundraising services?

YesNo

If "Yes," list the 10 highest paid individuals or entities (fundraisers) pursuant to agreements under which the fundraiser is
to be compensated at least $5,000 by the organization.

(i) Name and address of individual or entity (fundraiser)	(iii) Did fundraiser have custody or control of contributions?
	Yes	No










Total . . . . . . . . . . . . . . . . . . . .

List all states in which the organization is registered or licensed to solicit contributions or has been notified it is exempt from registration or licensing.

For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.

Cat. No. 50083H

Schedule G (Form 990) 2023

Page 2

Part II

Fundraising Events. Complete if the organization answered "Yes" on Form 990, Part IV, line 18, or reported more than $15,000 of fundraising event contributions and gross income on Form 990-EZ, lines 1 and 6b. List events with gross receipts greater than $5,000.

		(a) Event #1 PROMISE OF HOPE - 2023 (event type)	(b) Event #2 PROMISE OF HOPE - 2024 (event type)	(c) Other events (total number)	(d) Total events (add col. (a) through col. (c))
1	Gross receipts . . . . .	106,065	43,407		149,472
2	Less: Contributions . . . .	112,444	43,407		155,851
3	Gross income (line 1 minus line 2) . . . . . .	-6,379			-6,379

4	Cash prizes . . . . .
5	Noncash prizes . . . .	17,178	2,516	19,694
6	Rent/facility costs . . . .	23,808		23,808
7	Food and beverages . . .	35,243		35,243
8	Entertainment . . . .	4,425		4,425
9	Other direct expenses . . .	44,658		44,658
10	Direct expense summary. Add lines 4 through 9 in column (d) . . . . . . . . . .			127,828
11	Net income summary. Subtract line 10 from line 3, column (d). . . . . . . . . .			-134,207

Part III

Gaming. Complete if the organization answered "Yes" on Form 990, Part IV, line 19, or reported more than $15,000 on Form 990-EZ, line 6a.

		(a) Bingo	(b) Pull tabs/Instant bingo/progressive bingo	(c) Other gaming	(d) Total gaming (add col.(a) through col.(c))
1	Gross revenue . . . . .

2	Cash prizes . . . . .
3	Noncash prizes . . . .
4	Rent/facility costs . . . .
5	Other direct expenses . . .

Volunteer labor . . . .

	Yes %
	No

	Yes %
	No

	Yes %
	No

Direct expense summary. Add lines 2 through 5 in column (d) . . . . . . . . . . right arrow

Net gaming income summary. Subtract line 7 from line 1, column (d). . . . . . . . . right arrow

Enter the state(s) in which the organization conducts gaming activities:

Is the organization licensed to conduct gaming activities in each of these states? . . . . . . . .

YesNo

If "No," explain:

10a

Were any of the organization's gaming licenses revoked, suspended or terminated during the tax year? . . .

YesNo

If "Yes," explain:

Schedule G (Form 990) 2023

Page 3

Does the organization conduct gaming activities with nonmembers? . . . . . . . . . . .

YesNo

Is the organization a grantor, beneficiary or trustee of a trust or a member of a partnership or other entity

formed to administer charitable gaming? . . . . . . . . . . . . . . . . .

YesNo

Indicate the percentage of gaming activity conducted in:

The organization's facility . . . . . . . . . . . . . . . . . .

13a

An outside facility . . . . . . . . . . . . . . . . . . . .

13b

Enter the name and address of the person who prepares the organization's gaming/special events books and records:

Name

Address

15a

Does the organization have a contract with a third party from whom the organization receives gaming

revenue? . . . . . . . . . . . . . . . . . . . . . . . .

YesNo

If "Yes," enter the amount of gaming revenue received by the organization right arrow

$ and the

amount of gaming revenue retained by the third party right arrow

$ .

If "Yes," enter name and address of the third party:

Name

Address

Gaming manager information:

Name

Gaming manager compensation right arrow

Description of services provided right arrow

Director/officer Employee Independent contractor

Mandatory distributions:

Is the organization required under state law to make charitable distributions from the gaming proceeds to

retain the state gaming license? . . . . . . . . . . . . . . . . . . .

YesNo

Enter the amount of distributions required under state law distributed to other exempt organizations or spent

in the organization's own exempt activities during the tax year right arrow

Part IV

Supplemental Information. Provide the explanations required by Part I, line 2b, columns (iii) and (v); and Part III, lines 9, 9b, 10b, 15b, 15c, 16, and 17b, as applicable. Also provide any additional information. See instructions.

Return Reference	Explanation

Schedule G (Form 990) 2023

Additional Data

Software ID:
Software Version:

- TIN:

Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

Schedule I
(Form 990)

Department of the Treasury
Internal Revenue Service

Grants and Other Assistance to Organizations,
Governments and Individuals in the United States

Complete if the organization answered "Yes," on Form 990, Part IV, line 21 or 22.
lBullet

Attach to Form 990.
lBullet

Go to www.irs.gov/Form990 for the latest information.

OMB No. 1545-0047

2023

Open to Public
Inspection

Name of the organization
PATIENT ADVOCATE FOUNDATION

Employer identification number
54-1806317

Part I

General Information on Grants and Assistance

Does the organization maintain records to substantiate the amount of the grants or assistance, the grantees' eligibility for the grants or assistance, and
the selection criteria used to award the grants or assistance? ........................

Yes No

Describe in Part IV the organization's procedures for monitoring the use of grant funds in the United States.

Part II

Grants and Other Assistance to Domestic Organizations and Domestic Governments. Complete if the organization answered "Yes" on Form 990, Part IV, line 21, for any recipient

that received more than $5,000. Part II can be duplicated if additional space is needed.

(a) Name and address of organization or government	(b) EIN	(c) IRC section (if applicable)	(d) Amount of cash grant	(e) Amount of non-cash assistance	(f) Method of valuation (book, FMV, appraisal, other)	(g) Description of noncash assistance	(h) Purpose of grant or assistance
(1)
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
(10)
(11)
(12)

Enter total number of section 501(c)(3) and government organizations listed in the line 1 table ................. Bullet Image

Enter total number of other organizations listed in the line 1 table ........................ . Bullet Image

For Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 50055P

Schedule I (Form 990) 2023

Page 2

Part III

Grants and Other Assistance to Domestic Individuals. Complete if the organization answered "Yes" on Form 990, Part IV, line 22.
Part III can be duplicated if additional space is needed.

(a) Type of grant or assistance	(b) Number of recipients	(c) Amount of cash grant	(d) Amount of noncash assistance	(e) Method of valuation (book, FMV, appraisal, other)	(f) Description of noncash assistance

(1) SCHOLARSHIPS	40	112,500
(2) CO PAY RELIEF ASSISTANCE	75629	240,642,993
(3) FINANCIAL AID FUND	2445	5,158,800
(3)
(4)
(5)
(6)
(7)

Part IV

Supplemental Information. Provide the information required in Part I, line 2; Part III, column (b); and any other additional information.

Return Reference

Explanation

PART I, LINE 2:

THROUGH PATIENT ADVOCATE FOUNDATIONS SCHOLARSHIP FOR SURVIVORS, 40 SCHOLARSHIPS WERE AWARDED TO STUDENTS WHOSE STUDIES WERE INTERRUPTED OR DELAYED BY A DIAGNOSIS OF A LIFE THREATENING, CHRONIC OR DEBILITATING DISEASE. THE STUDENTS MUST BE ENROLLED FULL-TIME, MAINTAINING GPA OF 3.0 OR BETTER AND COMPLETE 20 HOURS OF COMMUNITY SERVICE DURING THE ACADEMIC YEAR. PATIENT ADVOCATE FOUNDATION (PAF) CO-PAY RELIEF PROGRAM (CPR) CURRENTLY PROVIDES DIRECT FINANCIAL SUPPORT TO INSURED PATIENTS WHO MUST FINANCIALLY AND MEDICALLY QUALIFY TO ACCESS PHARMACEUTICAL CO-PAYMENT ASSISTANCE. THE PROGRAM OFFERS PERSONAL SERVICE TO ALL PATIENTS THROUGH THE USE OF CALL COUNSELORS; PERSONALLY GUIDING PATIENTS THROUGH THE ENROLLMENT PROCESS. IN FY2023/2024, PAF'S CO-PAY RELIEF PROGRAM ASSISTED PATIENTS THROUGH FORTY-SEVEN (52) DISEASE SPECIFIC FUNDS INCLUDING ACROMEGALY, ASTHMA, BLADDER CANCER, BREAST CANCER, CANCER GENETIC AND GENOMIC TESTING, CERVICAL CANCER, CHRONIC PAIN, COVID-19, CYSTIC FIBROSIS, ELECTROLYTE IMBALANCE, GAUCHER DISEASE, HEMOPHILIA, HEPATITIS B, HEPATITIS C, HEPATOCELLULAR CARCINOMA, HIV, AIDS AND PREVENTION, HOMOZYGOUS FAMILIAL HYPERCHOLESTEROLEMIA, INHERITED OR ACQUIRED LIPODYSTROPHY, LUPUS, MELANOMA, METASTATIC BREAST CANCER, METASTATIC COLORECTAL CANCER, METASTATIC GASTRIC CANCER, METASTATIC MELANOMA, METASTATIC PROSTATE CANCER, MULTIPLE MYELOMA, MULTIPLE SCLEROSIS, MYELODYSPLASTIC SYNDROME, NON-SMALL CELL LUNG CANCERS (NSCLC), OSTEOPOROSIS, OVARIAN CANCER, PANCREATIC CANCER, PERIODIC PARALYSIS, PERIPHERAL VASCULAR DISEASE, PROSTATE CANCER, PULMONARY FIBROSIS, PULMONARY HYPERTENSION, RENAL CELL CARCINOMA, RHEUMATOID ARTHRITIS, SKIN CANCER, SPINAL MUSCULAR ATROPHY, ULCERATIVE COLITIS, AND UTERINE CANCERS. IN FY2023/2024, PAF ADMINISTERED SIXTEEN (16) SMALL ONE-TIME GRANTS PROVIDING FINANCIAL ASSISTANCE TO QUALIFIED PATIENTS FOR OUT OF POCKET AND COST OF LIVING EXPENSES FACED BY PATIENTS AS A RESULT OF THEIR DIAGNOSIS AND TREATMENT. DISEASE SPECIFIC FUNDS INCLUDE COVID-19, ACCUTE RESPITORY DISTRESS SYNDROME, TOXIC SHOCK AND/OR SEPSIS, BREAST CANCER, METASTIC BREAST CANCER, MERKEL CELL CARCINOMA, HEART VALVULAR CONDITION, AND ACUTE MYELOID LEUKEMIA.

Schedule I (Form 990) 2023

Additional Data

Software ID:
Software Version:

- TIN:

Schedule J
(Form 990)

Department of the Treasury
Internal Revenue Service

Compensation Information

For certain Officers, Directors, Trustees, Key Employees, and Highest
Compensated Employees
medium right arrow graphic

Complete if the organization answered "Yes" on Form 990, Part IV, line 23.
medium right arrow graphic

Attach to Form 990.
medium right arrow graphic

Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

2023

Open to Public Inspection

Name of the organization

PATIENT ADVOCATE FOUNDATION

Employer identification number

54-1806317

Part I

Questions Regarding Compensation

Yes

Check the appropiate box(es) if the organization provided any of the following to or for a person listed on Form
990, Part VII, Section A, line 1a. Complete Part III to provide any relevant information regarding these items.

First-class or charter travel Housing allowance or residence for personal use

Travel for companions Payments for business use of personal residence

Tax idemnification and gross-up payments Health or social club dues or initiation fees

Discretionary spending account Personal services (e.g., maid, chauffeur, chef)

If any of the boxes on Line 1a are checked, did the organization follow a written policy regarding payment or reimbursement or provision of all of the expenses described above? If "No," complete Part III to explain .....

Did the organization require substantiation prior to reimbursing or allowing expenses incurred by all
directors, trustees, officers, including the CEO/Executive Director, regarding the items checked on Line 1a? ....

Indicate which, if any, of the following the filing organization used to establish the compensation of the
organization's CEO/Executive Director. Check all that apply. Do not check any boxes for methods
used by a related organization to establish compensation of the CEO/Executive Director, but explain in Part III.

Compensation committee Written employment contract

Independent compensation consultant Compensation survey or study

Form 990 of other organizations Approval by the board or compensation committee

During the year, did any person listed on Form 990, Part VII, Section A, line 1a, with respect to the filing organization or a related organization:

Receive a severance payment or change-of-control payment? .............

Participate in, or receive payment from, a supplemental nonqualified retirement plan? .........

Participate in, or receive payment from, an equity-based compensation arrangement? .........

If "Yes" to any of lines 4a-c, list the persons and provide the applicable amounts for each item in Part III.

Only 501(c)(3), 501(c)(4), and 501(c)(29) organizations must complete lines 5-9.

For persons listed on Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the revenues of:

The organization? ....................

Any related organization? .......................

If "Yes," on line 5a or 5b, describe in Part III.

For persons listed on Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the net earnings of:

The organization? ..................

Any related organization? ......................

If "Yes," on line 6a or 6b, describe in Part III.

For persons listed on Form 990, Part VII, Section A, line 1a, did the organization provide any nonfixed
payments not described in lines 5 and 6? If "Yes," describe in Part III ............

Were any amounts reported on Form 990, Part VII, paid or accured pursuant to a contract that was
subject to the initial contract exception described in Regulations section 53.4958-4(a)(3)? If "Yes," describe
in Part III ..........................

If "Yes" on line 8, did the organization also follow the rebuttable presumption procedure described in Regulations section 53.4958-6(c)? .........................

For Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 50053T

Schedule J (Form 990) 2023

Page 2

Part II

Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees. Use duplicate copies if additional space is needed.

For each individual whose compensation must be reported on Schedule J, report compensation from the organization on row (i) and from related organizations, described in the
instructions, on row (ii). Do not list any individuals that are not listed on Form 990, Part VII.
Note. The sum of columns (B)(i)-(iii) for each listed individual must equal the total amount of Form 990, Part VII, Section A, line 1a, applicable column (D) and (E) amounts for that individual.

(A) Name and Title		(B) Breakdown of W-2, 1099-MISC compensation, and/or 1099-NEC			(C) Retirement and other deferred compensation	(D) Nontaxable benefits	(E) Total of columns (B)(i)-(D)	(F) Compensation in column (B) reported as deferred on prior Form 990
(A) Name and Title		(i) Base compensation	(ii) Bonus & incentive compensation	(iii) Other reportable compensation	(C) Retirement and other deferred compensation	(D) Nontaxable benefits	(E) Total of columns (B)(i)-(D)
1DR ALAN J BALCH PHD CHIEF EXECUTIVE OFFICER	(i) (ii)	328,821 ------------- 125,000	6,872 ------------- 0	0 ------------- 0	13,200 ------------- 0	1,553 ------------- 0	350,446 ------------- 125,000	0 ------------- 0
2FRANCES CASTELLOW PRESIDENT OF OPERATIONS	(i) (ii)	269,539 ------------- 0	8,256 ------------- 0	0 ------------- 0	10,529 ------------- 0	1,529 ------------- 0	289,853 ------------- 0	0 ------------- 0
3WILLIAM J NASON CHIEF FINANCIAL OFFICER	(i) (ii)	253,364 ------------- 0	8,116 ------------- 0	0 ------------- 0	10,493 ------------- 0	18,380 ------------- 0	290,353 ------------- 0	0 ------------- 0
4ANGELA M WALKER CHIEF OF TALENT MANAGEMENT	(i) (ii)	228,353 ------------- 0	6,961 ------------- 0	0 ------------- 0	9,003 ------------- 0	1,522 ------------- 0	245,839 ------------- 0	0 ------------- 0
5CHRISTINE WILSON VP ADVOCACY COMMUNICATIONS	(i) (ii)	198,896 ------------- 0	800 ------------- 0	0 ------------- 0	7,461 ------------- 0	1,411 ------------- 0	208,568 ------------- 0	0 ------------- 0
6ALAN RICHARDSON FORMER EVP OF STRATEGIC PATIENT SOLU	(i) (ii)	187,609 ------------- 0	0 ------------- 0	0 ------------- 0	6,456 ------------- 0	12,009 ------------- 0	206,074 ------------- 0	0 ------------- 0
7SHONTA CHAMBERS EVP OF HEALTH EQUITY INITIATIVES	(i) (ii)	180,691 ------------- 0	5,719 ------------- 0	0 ------------- 0	7,396 ------------- 0	11,992 ------------- 0	205,798 ------------- 0	0 ------------- 0
8ERIN BRADSHAW CHIEF OF MISSION DELIVERY	(i) (ii)	179,281 ------------- 0	5,770 ------------- 0	0 ------------- 0	7,461 ------------- 0	12,533 ------------- 0	205,045 ------------- 0	0 ------------- 0

Schedule J (Form 990) 2023

Page 3

Part III

Supplemental Information

Provide the information, explanation, or descriptions required for Part I, lines 1a, 1b, 3, 4a, 4b, 4c, 5a, 5b, 6a, 6b, 7, and 8, and for Part II. Also complete this part for any additional information.

Return Reference	Explanation

Schedule J (Form 990) 2023

Additional Data

Software ID:
Software Version:

- TIN:

Schedule L
(Form 990)

Department of the Treasury
Internal Revenue Service

Transactions with Interested Persons

Complete if the organization answered "Yes" on Form 990, Part IV, lines 25a, 25b, 26, 27, 28a, 28b, or 28c, or Form 990-EZ, Part V, line 38a or 40b.
Attach to Form 990 or Form 990-EZ.
Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

2023

Open to Public Inspection

Name of the organization

PATIENT ADVOCATE FOUNDATION

Employer identification number

54-1806317

Part I

Excess Benefit Transactions (section 501(c)(3), section 501(c)(4), and section 501(c)(29) organizations only).
Complete if the organization answered "Yes" on Form 990, Part IV, line 25a or 25b, or Form 990-EZ, Part V, line 40b.

1(a) Name of disqualified person	(c) Description of transaction	(d) Corrected?
1(a) Name of disqualified person	(c) Description of transaction	Yes	No

Enter the amount of tax incurred by the organization managers or disqualified persons during the year under section 4958. ........................... $

Enter the amount of tax, if any, on line 2, above, reimbursed by the organization ........ $

Part II

Loans to and/or From Interested Persons.
Complete if the organization answered "Yes" on Form 990-EZ, Part V, line 38a, or Form 990, Part IV, line 26; or if the organization reported an amount on Form 990, Part X, line 5, 6, or 22

(a) Name of interested person	(b) Relationship with organization	(c) Purpose of loan	(d) Loan to or from the organization?		(e) Original principal amount	(f) Balance due	(g) In default?		(h) Approved by board or committee?		(i) Written agreement?
(a) Name of interested person	(b) Relationship with organization	(c) Purpose of loan	To	From	(e) Original principal amount	(f) Balance due	Yes	No	Yes	No	Yes	No




Total ............... $

Part III

Grants or Assistance Benefiting Interested Persons.
Complete if the organization answered "Yes" on Form 990, Part IV, line 27.

(a) Name of interested person	(b) Relationship between interested person and the organization	(c) Amount of assistance	(d) Type of assistance	(e) Purpose of assistance

For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.

Cat. No. 50056A

Schedule L (Form 990) 2023

Page 2

Part IV

Business Transactions Involving Interested Persons.
Complete if the organization answered "Yes" on Form 990, Part IV, line 28a, 28b, or 28c.

(a) Name of interested person	(b) Relationship between interested person and the organization	(c) Amount of transaction	(d) Description of transaction	(e) Sharing of organization's revenues?
(a) Name of interested person		(c) Amount of transaction	(d) Description of transaction	Yes	No
(1) DR ALAN J BALCH	CHIEF EXECUTIVE OFFICER	1,619,628	INTERCOMPANY ACTIVITY OCCURS BETWEEN PATIENT ADVOCATE FOUNDATION (PAF) AND NATIONAL PATIENT ADVOCATE FOUNDATION (NPAF). ALSO, PAF AND NPAF SHARE THE SAME CHIEF EXECUTIVE OFFICER. NPAF HAS A CONSULTING AGREEMENT IN WHICH PAF PAYS NPAF FEES TO REPRESENT THE POLICY INTERESTS OF PAF. THE CONSULTING FEES FOR FY 2023/2024 WERE $780,000. PAF ALSO GRANTED NPAF $200,000 TO SUPPORT THE NEEDS NAVIGATION GRANT IN FY 2023/2024. NPAF REIMBURSED PAF FOR SALARIES AND BENEFITS OF $299,636 FOR SHARED SERVICES, OF WHICH $125,000 WAS FOR ALAN BALCH'S SALARY. PAF REIMBURSED TO NPAF $297,436 IN SALARIES AND BENEFITS FOR SHARED SERVICES. NPAF ALSO REIMBURSED PAF FOR $28,220 OF OTHER EXPENSES, AND PAF REIMBURSED NPAF FOR $14,336 OF OTHER EXPENSES IN FY 2023/2024.		No
(2) SHAWN NASON	SPECIAL EVENTS DIRECTOR	100,927	RELATED PARTY IS THE WIFE OF WILLIAM NASON, CHIEF FINANCIAL OFFICER OF PAF.		No

Part V

Supplemental Information
Provide additional information for responses to questions on Schedule L (see instructions).

Return Reference	Explanation

Schedule L (Form 990) 2023

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE M
(Form 990)

Department of the Treasury

Internal Revenue Service

Noncash Contributions

Complete if the organizations answered "Yes" on Form 990, Part IV, lines 29 or 30.
Right pointing arrow large image

Attach to Form 990.
Right pointing arrow large image

Go to www.irs.gov/Form990 for the latest information.

OMB No. 1545-0047

2023

Open to Public Inspection

Name of the organization

PATIENT ADVOCATE FOUNDATION

Employer identification number

54-1806317

Part I

Types of Property

	(a) Check if applicable	(b) Number of contributions or items contributed	(c) Noncash contribution amounts reported on Form 990, Part VIII, line 1g	(d) Method of determining noncash contribution amounts
1 Art—Works of art ....
2 Art—Historical treasures .
3 Art—Fractional interests ..
4 Books and publications ..
5 Clothing and household goods .......
6 Cars and other vehicles ..
7 Boats and planes ....
8 Intellectual property ...
9 Securities—Publicly traded .
10 Securities—Closely held stock .
11 Securities—Partnership, LLC, or trust interests ....
12 Securities—Miscellaneous ..
13 Qualified conservation contribution—Historic structures .....
14 Qualified conservation contribution—Other ...
15 Real estate—Residential .
16 Real estate—Commercial ..
17 Real estate—Other ...
18 Collectibles .....
19 Food inventory ...
20 Drugs and medical supplies .
21 Taxidermy ......
22 Historical artifacts ....
23 Scientific specimens ..
24 Archeological artifacts ...
25 Other ( AUCTION ITEMS )	X	362	19,695	COMPARABLE SALES
26 Other ( )
27 Other ( )
28 Other ( )

Number of Forms 8283 received by the organization during the tax year for contributions
for which the organization completed Form 8283, Part IV, Donee Acknowledgement

Yes

30a

During the year, did the organization receive by contribution any property reported in Part I, lines 1 through 28, that it must hold for at least three years from the date of the initial contribution, and which isn't required to be used for exempt purposes for the entire holding period? ...................

30a

If "Yes," describe the arrangement in Part II.

Does the organization have a gift acceptance policy that requires the review of any nonstandard contributions?

32a

Does the organization hire or use third parties or related organizations to solicit, process, or sell noncash

contributions? ..........................

32a

If "Yes," describe in Part II.

If the organization didn't report an amount in column (c) for a type of property for which column (a) is checked,

describe in Part II.

For Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 51227J

Schedule M (Form 990) (2023)

Page 2

Part IISupplemental Information. Provide the information required by Part I, lines 30b, 32b, and 33, and whether the organization is reporting in Part I, column (b), the number of contributions, the number of items received, or a combination of both. Also complete this part for any additional information.

Return Reference	Explanation

Schedule M (Form 990) (2023)

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE O
(Form 990)

Department of the Treasury
Internal Revenue Service

Supplemental Information to Form 990 or 990-EZ

Complete to provide information for responses to specific questions on
Form 990 or 990-EZ or to provide any additional information.
Attach to Form 990 or 990-EZ.
Go to www.irs.gov/Form990 for the latest information.

OMB No. 1545-0047

2023

Open to Public
Inspection

Name of the organization

PATIENT ADVOCATE FOUNDATION

Employer identification number

54-1806317

Return Reference	Explanation
FORM 990, PART VI, SECTION B, LINE 11B	THE FINANCE COMMITTEE OF THE BOARD OF DIRECTORS RECEIVES A DRAFT COPY OF THE FORM 990 THEN SUBSEQUENTLY REVIEWS IT FOR ACCURACY AND COMPLIANCE. ONCE IT IS APPROVED BY THE FINANCE COMMITTEE, ALL MEMBERS OF THE EXECUTIVE BOARD OF DIRECTORS RECEIVE THE FINAL COPY OF THE FORM 990 FOR REVIEW AND APPROVAL PRIOR TO FILING AND IS SO NOTED IN THE BOARD MEETING MINUTES.
FORM 990, PART VI, SECTION B, LINE 12C	UNDER THE DIRECTION OF THE GOVERNANCE COMMITTEE, MEMBERS OF THE PAF BOARD OF DIRECTORS ARE REQUIRED TO REVIEW AND SIGN THE CONFLICT OF INTEREST POLICY UPON ESTABLISHING MEMBERSHIP ON THE BOARD AND AGAIN ANNUALLY. THIS INCLUDES COMPLETING AN UPDATED CONFLICT OF INTEREST DISCLOSURE QUESTIONNAIRE IN WHICH EACH MEMBER MUST DISCLOSE ANY/ALL KNOWN CONFLICTS OF INTEREST AT THAT TIME. IF ANY CONFLICTS OF INTEREST ARE NOTED MORE INFORMATION WILL BE GATHERED BY THE GOVERNANCE COMMITTEE AND A DETERMINATION ON THE EXISTENCE OF A MATERIAL CONFLICT WILL BE ISSUED. THE GOVERNANCE COMMITTEE OF THE BOARD OF DIRECTORS IS CHARGED WITH ENFORCEMENT OF THIS POLICY.
FORM 990, PART VI, SECTION B, LINE 15	PATIENT ADVOCATE FOUNDATION COMPLETES COMPENSATION STUDIES THAT UTILIZE NATIONAL COMPARABILITY DATA OF ORGANIZATIONS SIMILAR IN MISSION, SIZE AND REVENUES. PAF HAS A COMPENSATION COMMITTEE WITHIN THE BOARD OF DIRECTORS THAT CONSISTS OF AT LEAST 4 INDEPENDENT EXECUTIVE BOARD MEMBERS AND IS CHAIRED BY THE BOARD PRESIDENT. THIS COMMITTEE IS PROVIDED WITH THE COMPENSATION REPORT AND UTILIZES IT TO ESTABLISH THE CEO'S ANNUAL COMPENSATION. THIS COMMITTEE ALSO REVIEWS THE COMPENSATION OF KEY EMPLOYEES UTILIZING THE COMPENSATION REPORT. THIS PROCESS IS DOCUMENTED THROUGH MINUTES OF THE COMPENSATION COMMITTEE MEETING.
FORM 990, PART VI, SECTION C, LINE 19	PATIENT ADVOCATE FOUNDATION MAKES AVAILABLE THE LAST 10 YEARS OF FORM 990S, AUDITED FINANCIAL STATEMENTS, ANNUAL REPORTS AND CURRENT LIST OF BOARD MEMBERS ON THE ORGANIZATION'S WEBSITE, WWW.PATIENTADVOCATE.ORG UNDER THE "LEARN ABOUT US" SECTION. ADDITIONALLY, PAF MAKES AVAILABLE THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, ARCHIVED FORM 990S (OLDER THAN 10 YEARS) AND AUDITED FINANCIAL STATEMENTS (OLDER THAN 10 YEARS) UPON REQUEST.
FORM 990, PART XI, LINE 9:	POSTRETIREMENT BENEFIT CHANGES OTHER THAN PERIODIC BENEFITS/COSTS 99,550.
FORM 990, SCH A, PART II, SECTION C, LINE 17A, FACTS AND CIRCUMSTANCES TEST	CONTINUED FROM SCHEDULE A (A) LAUNCHED IN 2004 IN RESPONSE TO A CRITICAL MASS OF PATIENTS REPORTING THEIR NEED FOR SUPPORT WITH UNMANAGEABLE CO-PAYMENTS FOR LIFE SAVING MEDICINES, PATIENT ADVOCATE FOUNDATION'S CO-PAY RELIEF PROGRAM (CPR) PROVIDES NEEDS-BASED FINANCIAL ASSISTANCE WITH CO-PAYMENTS, CO-INSURANCE AND DEDUCTIBLES REQUIRED BY A PATIENT'S INSURER FOR PHARMACEUTICAL TREATMENTS AND/OR PRESCRIPTION MEDICATIONS PRESCRIBED, TO TREAT AND/OR MANAGE THE PATIENT'S DISEASE. THE PROGRAM ALSO PROVIDES SUPPORT FOR MEDIATION ADMINISTRATION CHARGES, OFFICE VISIT COSTS THE DAY OF TREATMENT AND MEDICAL INSURANCE PREMIUM EXPENSES. TO QUALIFY FOR A GIVEN DISEASE-SPECIFIC FUND, AN APPLICANT MUST (1) HAVE A CONFIRMED DIAGNOSIS THAT IS SUPPORTED BY THE DISEASE FUND, (2) HAVE A TREATMENT REGIMEN IN PLACE, (3) HAVE AND MAINTAIN HEALTH INSURANCE AND (4) MEET THE FINANCIAL CRITERIA SET FORTH BY CPR FOR THE FUND AND; IN CERTAIN FUNDS, LIVE IN AN ELIGIBLE ZIP CODE (HEALTH EQUITY FUNDS ONLY). THE PROGRAM OFFERS PERSONAL SERVICE TO ALL PATIENTS USING CALL COUNSELORS; PERSONALLY, GUIDING PATIENTS THROUGH THE ENROLLMENT AND BENEFIT PROCESS AS WELL AS ONLINE TOOLS THAT CAN BE USED BY PATIENTS, PROVIDERS, AND PHARMACIES TO MAKE APPLICATION FOR ASSISTANCE. PAF DOES NOT CONSIDER THE IDENTITY OF ANY PHYSICIAN, PROVIDER, SUPPLIER OF ITEMS OR SERVICES, DONOR, DRUG THERAPY, SERVICES OR SUPPLIES BEING UTILIZED OR THE REFERRAL SOURCE WHEN ASSESSING WHETHER AN APPLICANT IS QUALIFIED FOR FINANCIAL ASSISTANCE FROM A PAF CPR DISEASE-SPECIFIC FUND. UNDER NO CIRCUMSTANCES WILL PAF RECOMMEND OR REFER AN APPLICANT OR ENROLLEE TO ANY FUND DONOR, PROVIDER, SUPPLIER, OR PRODUCT. QUALIFYING APPLICANTS ARE ENROLLED IN A DISEASE-SPECIFIC FUND FOR UP TO ONE YEAR FROM THE DATE OF ENROLLMENT AND MUST RE-APPLY THEREAFTER TO CONTINUE RECEIVING ASSISTANCE FROM A GIVEN DISEASE-SPECIFIC FUND. ENROLLMENT IN AND FINANCIAL ASSISTANCE FROM ANY DISEASE-SPECIFIC FUND IS PROVIDED ON A FIRST COME, FIRST SERVE BASIS TO THE EXTENT FUNDING IS AND REMAINS AVAILABLE. FINANCIAL ASSISTANCE FROM ANY CPR DISEASE-SPECIFIC FUND IS NOT DEPENDENT ON THE USE A PARTICULAR DRUG OR PROVIDER AND ENROLLEES ARE FREE TO SWITCH DRUG THERAPIES, TREATING PHYSICIANS, PHARMACIES, AND SUPPLIERS AT ANY TIME WITHOUT AFFECTING THEIR CONTINUED ELIGIBILITY FOR FINANCIAL ASSISTANCE FROM A DISEASE-SPECIFIC FUND. ENROLLEES ARE REQUIRED TO INFORM PAF IN THE EVENT THEIR FINANCIAL CIRCUMSTANCES CHANGE, AND/OR THEY LOSE THEIR HEALTH INSURANCE COVERAGE DURING THEIR ENROLLMENT PERIOD AS SUCH CHANGES MAY AFFECT ENROLLEE ELIGIBILITY FOR A GIVEN CPR FUND. IN FY2023/2024, PAF'S CO-PAY RELIEF PROGRAM EXPANDED ITS IMPACT THROUGH THE ADDITION OF FOUR (4) NEW GENERAL FUNDS, ASSISTING PATIENTS IN FIVE (5) NEW HEALTH EQUITY (HE) FUNDS AND FORTY-NINE (49) EXISTING FUNDS INCLUDING: ACROMEGALY, ACUTE MYELOID LEUKEMIA, ALZHEIMER'S DISEASE HE, AMYLOIDOSIS, ASTHMA, BILE DUCT CANCER, BREAST CANCER, BREAST CANCER HE, CANCER GENETIC & GENOMIC TESTING, CERVICAL CANCER, CHRONIC OBSTRUCTIVE PULMONARY DISEASE HE, CORONARY ARTERY DISEASE HE, COVID-19 & POST COVID CONDITIONS, CYSTIC FIBROSIS, DIABETES, DIABETES HE, DIABETES TYPE 2 HE, GAUCHER DISEASE, GAUCHER DISEASE HE, HEART FAILURE HE, HEMOPHILIA, HEPATITIS B, 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, MULTIPLE MYELOMA, MULTIPLE MYELOMA HE, MULTIPLE SCLEROSIS, MULTIPLE SCLEROSIS HE, MYELODYSPLASTIC SYNDROMES, NON-SMALL CELL LUNG CANCERS, NON-SMALL CELL LUNG CANCERS HE, OVARIAN CANCER, OVARIAN CANCER HE, PANCREATIC CANCER, PARKINSON'S DISEASE HE, PERIODIC PARALYSIS, PROSTATE CANCER, PROSTATE CANCER HE, PULMONARY FIBROSIS, PULMONARY HYPERTENSION, RENAL CELL CARCINOMA, RHEUMATOID ARTHRITIS, SMALL CELL LUNG CANCER, SOCIAL NEEDS ASSESSMENT & INTERVENTION FUND, SPINAL MUSCULAR ATROPHY, SPINAL MUSCULAR ATROPHY HE, THYROID EYE DISEASE AND VIROLOGY TESTING HE. PAF'S CO-PAY RELIEF PROGRAM ESTABLISHED HEALTH EQUITY FUNDS IN 2022, A NEW 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 SAFETY NET INFRASTRUCTURE. DEVELOPED USING THE CDC'S SOCIAL VULNERABILITY INDEX (SVI) AND CDC DISEASE INCIDENCE DATA, OUR HEALTH EQUITY FUNDS SERVE PEOPLE LIVING IN 226 COUNTIES ACROSS THE UNITED STATES THAT HAVE BEEN IDENTIFIED BY THE CDC 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 OUR GENERAL FUNDS. IN FY2023/2024, ESTABLISHED FIVE (5) NEW HEALTH EQUITY FUNDS INCLUDING: GAUCHER DISEASE HE, LUPUS HE, MULTIPLE SCLEROSIS HE, SPINAL MUSCULAR ATROPHY HE AND DIABETES TYPE 2 HE. PAF HAS PROVIDED OVER 8,000 PATIENTS WITH ASSISTANCE THROUGH THE HE FUNDS. THE FOUNDATION'S CO-PAY RELIEF PROGRAM OFFERS A DEDICATED, SECURE WEB-BASED PORTAL 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 TWO DEDICATED, SECURED PORTALS FOR MEDICAL PROVIDERS AND PHARMACY REPRESENTATIVES TO ENROLL ELECTRONICALLY FOR THE CO-PAY RELIEF PROGRAM ON BEHALF OF THE PATIENTS THEY ARE WORKING WITH. THE FOUNDATION ALSO OFFERS TOLL-FREE TELEPHONIC SUPPORT SERVICES TO PATIENTS WHO PREFER TO RECEIVE PERSONAL ASSISTANCE FROM A PROGRAM SPECIALIST. IN FY2023/2024, THE FOUNDATION ADMINISTERED CO-PAYMENT ASSISTANCE TO 75,629 QUALIFIED PATIENTS THROUGH 58 ASSISTANCE FUNDS AVAILABLE THROUGH THE CO-PAY RELIEF PROGRAM. THE PROGRAM STAFF FIELDED 194,142 TELEPHONE CALLS AND PROCESSED CLAIMS TOTALING OVER $243,377,348 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 753,000 INDIVIDUALS ALLOCATING MORE THAN $2.4 BILLION IN CO-PAYMENT AWARDS. HEALTH EQUITY INITIATIVE, COMMUNITY OUTREACH & PATIENT ENGAGEMENT HEALTH EQUITY IS THE PHILOSOPHY, THE LEADING PRINCIPLE, WHICH GUIDES PAF'S DECISION-MAKING PROCESS AND BEHAVIOR ACROSS THE ORGANIZATION. IT INFORMS WHAT PAF DOES, WHERE PAF DOES IT, WHO PAF SERVES AND HOW PAF REACHES THEM. IT FRAMES THE TACTICAL APPROACH TO REDUCE HEALTH DISPARITIES AMONG SPECIFIC POPULATIONS WITH IMPROVED HEALTH OUTCOMES BEING THE OVERALL GOAL. PAF'S COMMITMENT IS SHAPED BY THE STORIES OF THE PATIENTS SERVED BY THE FOUNDATION AND INFORMED BY THE EMPLOYEES THAT ENRICH PAF OPERATIONS AND DELIVER EXCEPTIONAL CUSTOMER SERVICE. SPECIFIC ACTIVITIES FOCUS ON TACKLING SOCIAL/FINANCIAL SUPPORT NEEDS AND MITIGATING BARRIERS THAT IMPACT ACCESS TO HEALTH SERVICES. IN FY2023/2024, PAF SUCCESSFULLY COMPETED AND WAS AWARDED A NEW FIVE-YEAR COOPERATIVE AGREEMENT FROM THE CENTERS FOR DISEASE CONTROL AND PREVENTION-DIVISION OF CANCER PREVENTION AND CONTROL AND OFFICE OF SMOKING ON HEALTH TO CONTINUE OPERATION OF THE SELFMADE HEALTH NETWORK (SMHN). THE NEW NATIONAL NETWORKS DRIVING ACTION (DP23-0015) AWARD WILL ALLOW SMHN TO EXPAND EFFORTS TO ADDRESS CANCER AND TOBACCO RELATED DISPARITIES BY EXPANDING TRAINING AND TECHNICAL ASSISTANCE SUPPORT TO NOT JUST NATIONAL COMPREHENSIVE CANCER CONTROL PROGRAMS AND NATIONAL STATE TOBACCO CONTROL PROGRAMS, BUT THEIR COALITION PARTNERS IN AN EFFORT TO ADDRESS THE SOCIAL DRIVERS OF HEALTH DISPARITIES. THIS NEW COOPERATIVE AGREEMENT ALLOWS FOR THE IMPLEMENTATION OF AN UPSTREAM, EVIDENCED-BASED APPROACH TO BRING ABOUT SUSTAINABLE POLICY, SYSTEM, AND ENVIRONMENTAL CHANGES.
FORM 990, SCH A, PART II, SECTION C, LINE 17A, FACTS AND CIRCUMSTANCES TEST	CONTINUED FROM SCHEDULE O (B). THE SMHN CLOSED OUT THE PREVIOUS AWARD IN SEPTEMBER 2023 WITH SOME SIGNIFICANT ACCOMPLISHMENTS. SMHN EXPANDED ITS NATIONAL NETWORK WITH THE ADDITION OF 13 NEW ORGANIZATIONS REPRESENTING LOCAL HEALTH SYSTEMS, ACADEMIA, STATE PUBLIC HEALTH ENTITIES, COMMUNITY-BASED ORGANIZATIONS, AND FAITH-BASED ORGANIZATIONS. THROUGH THE TRI-NETWORKS HUMAN PAPILLOMAVIRUS VIRUS (HPV) LEARNING COLLABORATIVE (A PARTNERSHIP WITH NUESTRAS VOCES AND GEOGRAPHIC HEALTH EQUITY ALLIANCE-A SIBLING NATIONAL NETWORK) TRAINING AND TECHNICAL ASSISTANCE WAS PROVIDED TO NATIONAL COMPREHENSIVE CANCER CONTROL PROGRAM STAFF AND COALITION MEMBERS REPRESENTING CHEROKEE NATION, FLORIDA, INDIANA, GEORGIA, MICHIGAN, NEW JERSEY, OHIO, AND TENNESSEE. MORE THAN 10 NATIONAL STATE TOBACCO CONTROL PROGRAMS, WHO IDENTIFIED POPULATIONS WITH LOW SOCIOECONOMIC CHARACTERISTICS AS A PRIORITY POPULATION BENEFITED FROM DIRECT TECHNICAL ASSISTANCE PROVIDED ON BEHALF OF SMHN BY EMORY UNIVERSITY. COLLECTIVELY SMHN REACHED MORE THAN 600 ATTENDEES VIA WEBINARS ON TOPICS INCLUDING: ENHANCING COMMUNITY-CLINICAL LINKAGES TO EXPAND LUNG CANCER SCREENING NATIONWIDE EXAMINING THE INTERSECTION OF CANCER DISPARITIES AMONG POPULATIONS WITH LOW SOCIOECONOMIC STATUS (SES) CHARACTERISTICS (WITH CME/CNE/CPH AND CEU CREDITS) FROM PREVENTION TO SCREENING AND SURVIVORSHIP: A ROADMAP FOR REDUCING SHARED RISKS ASSOCIATED WITH CANCERS AND CARDIOVASCULAR DISEASE AMONG LOW-INCOME POPULATIONS AND PATIENTS (2 PART SERIES/SMHN PARTNERSHIP WITH THE AMERICAN HEART ASSOCIATION) LUNG CANCER DISPARITIES: ADDRESSING GAPS AND OPPORTUNITIES TO IMPROVE HEALTH OUTCOMES AND HEALTH EQUITY AMONG LOW-INCOME POPULATIONS AND OTHER POPULATIONS WITH LOW SOCIOECONOMIC STATUS (SES) CHARACTERISTICS (3 PART SERIES) WEBINAR SERIES: MOVING CANCER MOONSHOT FORWARD BY CONNECTING MORE STATES, HEALTH SYSTEMS, SECTORS, AND COMMUNITIES TO IMPROVE HEALTH EQUITY, ACCESS, AND OUTCOMES (4 PART SERIES) ADDITIONALLY, HALF OF STATE NCCCPS AND NSTCPS PARTICIPATED IN EITHER ONE-ON-ONE TECHNICAL ASSISTANCE OR GROUP LEARNING ACTIVITIES PROVIDED BY SMHN. HEALTH EQUITY AFFINITY GROUP AS PAF CONTINUES TO FOCUS ON OPPORTUNITIES TO EXPAND ITS COMMITMENT TO HEALTH EQUITY, BOLD INTERNAL CHANGES WERE MADE, INCLUDING PUBLISHING A REVISED PAF POLICIES AND PROCEDURES MANUAL THAT IS A REFINED, EQUITY FOCUSED EMPLOYEE HANDBOOK; THE DEVELOPMENT AND IMPLEMENTATION OF THE INAUGURAL DIVERSITY, EQUITY AND INCLUSION EMPLOYEE SURVEY AND SUBSEQUENT DEVELOPMENT OF STAFF LED HEALTH EQUITY WORK STREAMS TO DEVELOP AND IMPLEMENT STRATEGIES IN RESPONSE TO SURVEY OUTCOMES. COMMUNITY OUTREACH AND ENGAGEMENT COMMUNITY OUTREACH AND ENGAGEMENT IS OUR STRATEGIC APPROACH TO REACHING AND MEETING PEOPLE WHERE THEY ARE, IN THE COMMUNITIES WHERE THEY LIVE, WORK, PLAY, AND PRAY, ALONGSIDE THE VARIOUS COMMUNITY-BASED ORGANIZATIONS AND STAKEHOLDERS THAT ARE ON THE FRONTLINES EACH DAY STRIVING TO BRING ABOUT SUSTAINABLE CHANGE. THROUGH OUR HEALTH EQUITY INITIATIVES (HEI) WE CONTINUE TO ESTABLISH AND CULTIVATE STRATEGIC PARTNERSHIPS WITH COMMUNITY-BASED ORGANIZATIONS, HEALTH SYSTEMS, AND ACADEMIC INSTITUTIONS WHERE THE PORTFOLIO OF SERVICES PROVIDED BY PAF CAN REACH THOSE WHO NEED THEM THE MOST. OUR APPROACH SEEKS TO ENGAGE AND WORK WITH ORGANIZATIONS WHO ARE ON THE FRONT LINE STRIVING TO CONNECT THOSE WHO ROUTINELY MAY NOT BE CONNECTED TO THE HEALTH CARE SYSTEM. THIS APPROACH IS INTENTIONAL AND REFLECTS OUR COMMITMENT TO TAKING PAF "TO THE PEOPLE AND NOT SIMPLY WAITING FOR THEM TO FIND US. AWARDS, RECOGNITIONS, NEW PLATFORMS PAF RECEIVED THE ADVOCACY AWARD FROM THE RARE DISEASE DIVERSITY COALITION (RDDC) FOR OUR STEADFAST LEADERSHIP AND COMMITMENT TO ADDRESSING DISPARITIES AMONG PERSONS LIVING WITH RARE DISEASES. THIS WAS AWARDED TO PAF BY THE BLACK WOMEN'S HEALTH INITIATIVE, THE CONVENING ENTITY OF THE RDDC. IN RECOGNITION OF RARE DISEASE WEEK, IN FEBRUARY 2024, PAF HE STAFF WAS INVITED TO MODERATE A PANEL AT THE INAUGURAL RARE DISEASE FORUM HOSTED BY THE WHITE HOUSE OFFICE OF SCIENCE AND TECHNOLOGY POLICY. THIS EVENT WAS VIEWED ONLINE BY MORE THAN 500 VIEWERS ELEVATING NECESSARY ATTENTION OF THE DISEASE ODYSSEY AND RESEARCH OPPORTUNITIES FOR PERSONS LIVING WITH RARE DISEASES. IN MARCH 2024, PAF HE JOINED A PANEL OF THOUGHT LEADERS FOR THE 2024 POLITICO HEALTH SUMMIT. THIS WAS THE FIRST TIME THAT PAF HE STAFF PARTICIPATED IN THIS EVENT. THE SUMMIT ADDRESSED TOPICS SUCH AS HEALTH EQUITY, THE FUTURE OF MEDICINE, THE LATEST IN HEALTH TECH, NEW DRUGS AND MORE HIGHLIGHTING THE IMPACT ON PATIENTS NOW AND IN THE FUTURE. HIGHLIGHTS FROM THE SUMMIT WERE BROADCASTED ON OUTLETS SUCH AS C-SPAN.ORG HTTPS://WWW.POLITICO.COM/HEALTHCARESUMMIT2024 PATIENT EDUCATION & EMPOWERMENT PAF EXTENDS ITS PATIENT SERVICES BY DEVELOPING AND DELIVERING PATIENT EDUCATION AND EMPOWERMENT TOOLS WITH A FOCUS ON PROVIDING PRACTICAL ADVICE AND GUIDANCE TO HEALTHCARE CONSUMERS. THESE TOOLS AIM TO ENHANCE INDIVIDUALS' DAY-TO-DAY EXPERIENCES WITH INSURANCE AND ENCOURAGE ACTIVE ENGAGEMENT WITHIN THE HEALTHCARE SYSTEM. PAF'S EDUCATIONAL ACTIVITIES ARE DESIGNED BASED ON THE CONVERSATIONS THAT OCCUR AMONG CASE MANAGERS, PATIENTS, AND CAREGIVERS, FOCUSING ON THOSE TOPICS FOR WHICH PATIENTS MOST FREQUENTLY SEEK HELP. ANNUALLY, PAF CREATES, MAINTAINS, AND DISSEMINATES A DIVERSE RANGE OF PATIENT EDUCATION MATERIALS AND ONLINE RESOURCES, AVAILABLE IN BOTH PRINTED AND ELECTRONIC FORMATS. PAF'S EDUCATIONAL PORTFOLIO ENCOMPASSES A WIDE ARRAY OF SUBJECTS, PRESENTED IN VARIOUS FORMATS TO CATER TO THE PREFERENCES AND NEEDS OF MULTIPLE AUDIENCES. THIS INCLUDES PATIENTS, CAREGIVERS, PROFESSIONALS, AS WELL AS THOSE DIRECTLY INTERACTING WITH THE FOUNDATION FOR ASSISTANCE AND THE GENERAL PUBLIC ACCESSING THE WEBSITE AND ENGAGING WITH PAF. PAF'S PATIENT EDUCATION RESOURCES ARE FREQUENTLY UTILIZED BY OTHER ORGANIZATIONS AND INSTITUTIONS, WHO SHARE THESE MATERIALS WITH THEIR OWN PATIENTS. THE FOUNDATION CURATES AN EXTENSIVE LIBRARY OF PAF-AUTHORED PATIENT EDUCATIONAL PUBLICATIONS, ON-DEMAND WEBINARS, INTERACTIVE TRAINING SERIES, AND RESOURCEFUL TOOLS. ALL RESOURCES ARE ACCESSIBLE AT NO COST TO PATIENTS. IN FY2023/2024, THE FOUNDATION'S PATIENT EDUCATION AND EMPOWERMENT TEAM SUCCESSFULLY PUBLISHED 71 NEW, TRANSLATED, OR REVISED PUBLICATIONS, ALONG WITH AUDIO RECORDINGS, EDUCATIONAL WEBINARS, AND PRESENTATIONS. ADDITIONALLY, PAF PROVIDED SUPPORT FOR TWO MULTI-YEAR EDUCATIONAL PROJECTS: THE PATIENT ACTION COUNCIL PROJECT AND MATTERS OF THE HEART. FURTHERMORE, THE TEAM UNDERTOOK FOUR STANDALONE PROJECTS: THE CREATION OF BIOMARKER TIP SHEETS AND AUDIO RECORDINGS, THE CREATION OF A NEW "GETTING THE MOST FROM YOUR MEDICARE BENEFITS" PUBLICATION AND VIDEO SERIES, THE CREATION OF OUR "EMPOWERED CARE SERIES", A THREE-PART PUBLICATION SERIES THAT EDUCATES AND EMPOWERS INDIVIDUALS IN MAKING CRUCIAL DECISIONS REGARDING THEIR WELL-BEING AS THEY NAVIGATE THE CHALLENGES OF END-OF-LIFE CARE, AND THE CREATION OF A NEW "THE INSIDER'S GUIDE TO DRUG FORMULARIES AND MEDICATION BENEFITS" PUBLICATION. THE DEPARTMENT ESTABLISHED A PARTNERSHIP WITH THE NYU GLOBAL PUBLIC HEALTH DEPARTMENT, AND IN JANUARY / FEBRUARY 2024, A NYU INTERN PROVIDED DIGITAL MARKETING ASSISTANCE BY REVIEWING DESCRIPTIONS OF OUR 275 RESOURCES AND RE-WORDING THEM UTILIZING ESTABLISHED KEY WORDS. USING THESE DESCRIPTIONS, SHE ENTERED META DESCRIPTIONS TO FURTHER SUPPORT SEO.
FORM 990, SCH A, PART II, SECTION C, LINE 17A, FACTS AND CIRCUMSTANCES TEST	CONTINUED FROM SCHEDULE O (C) IN FY2023/2024, THE DEPARTMENT CONDUCTED ITS FIRST IMPACT EVALUATION SURVEY FOR THE NATIONAL FINANCIAL RESOURCE DIRECTORY. 90% OF RESPONDENTS RATED NFRD HIGHLY VALUABLE, 88% OF RESPONDENTS WILL LIKELY SHARE THE TOOL WITH OTHERS, AND 78% OF RESPONDENTS FOUND THE TOOL EASY TO NAVIGATE. USERS OF THE DIRECTORY CONDUCTED A TOTAL OF 120,428 SEARCHES. THESE SEARCHES YIELDED 3,736,314 MATCHING RESOURCES, AVERAGING 31 CUSTOMIZED RESOURCES PER SEARCH. THE MOST FREQUENTLY SOUGHT-AFTER FINANCIAL ASSISTANCE CATEGORIES WERE FOR COST OF LIVING AND MEDICAL AND PRESCRIPTION COSTS. THE TOP 8 ASSISTANCE TYPES, RANKED BY SEARCH FREQUENCY, WERE: FINANCIAL ASSISTANCE SUPPORT, CHARITABLE COPAYMENT ASSISTANCE, MEDICATION COSTS, MEDICAL BILLS, UTILITIES, FOOD & NUTRITION, AFFORDABLE OPTIONS FOR CARE, AND TRANSPORTATION. PAF NATIONAL FINANCIAL RESOURCE DIRECTORY THE IMPACT EVALUATION SURVEY IDENTIFIED: O 90% OF RESPONDENTS RATED NFRD HIGHLY VALUABLE. O 88% OF RESPONDENTS WILL LIKELY SHARE THE TOOL WITH OTHERS. O 78% OF RESPONDENTS FOUND THE TOOL EASY TO NAVIGATE. USERS COMPLETED 120,428 ELECTRONIC SEARCHES FOR RESOURCES, A 104% INCREASE OVER FY22/23 3,736,314 MATCHING RESOURCES WERE PROVIDED TO USERS, A 295% INCREASE OVER FY22/23, AVERAGING 31 CUSTOMIZED RESOURCES PER SEARCH, A 94% INCREASE OVER FY22/23. USERS SEARCHED FOR FINANCIAL ASSISTANCE CATEGORIES MOST FREQUENTLY. THE TOP 8 CATEGORIES, RANKED BY SEARCH FREQUENCY, WERE: FINANCIAL ASSISTANCE SUPPORT, CHARITABLE COPAYMENT ASSISTANCE, MEDICATION COSTS, MEDICAL BILLS, UTILITIES, FOOD & NUTRITION, AFFORDABLE OPTIONS FOR CARE, AND TRANSPORTATION. NEW, TRANSLATED, AND REVISED PATIENT EDUCATION PUBLICATIONS, AUDIO RECORDINGS, EDUCATIONAL WEBINARS & PRESENTATIONS THE SPOTLIGHT, JULY 2023: THE PATIENT EDUCATION SURVEY RESULTS ARE IN! IT'S MEN'S HEALTH MONTH - PUBLICATION THE SPOTLIGHT, AUGUST 2023: CREATING MEANINGFUL RESOURCES FOR YOU - PUBLICATION SPOTLIGHT SEPTEMBER 2023: CELEBRATING HERITAGE AND HEALTH: RESOURCES FOR SPANISH SPEAKERS - PUBLICATION OCTOBER 2023 SPOTLIGHT: NEW MEDICARE RESOURCES FOR YOU - PUBLICATION NOVEMBER 2023 SPOTLIGHT: EXPLORE PAFS NEW BIOMARKER RESOURCES- PUBLICATION THE SPOTLIGHT DECEMBER 2023: A LOOK BACK AT 2023 - EDUCATION RESOURCE LIBRARY (PATIENTADVOCATE.ORG) - PUBLICATION MEDICARE ELIGIBILITY AND ENROLLMENT TRAINING SERIES FLYER - PUBLICATION MAKING THE MOST OF YOUR MEDICARE BENEFITS: A GUIDE TO NAVIGATING MEDICARE WITH CONFIDENCE- PUBLICATION LIVING SMART, SPENDING SMART: ADDRESSING UTILITIES, HOUSING, TRANSPORTATION, AND NUTRITION COSTS HEAD-ON - PUBLICATION PAF CORPORATE BROCHURE - VIETNAMESE - PUBLICATION ACCESSING CARE WITHOUT HEALTH INSURANCE - PUBLICATION NAVIGATING ASSISTANCE PROGRAMS: MAXIMIZING YOUR HEALTHCARE DOLLARS: UNDERSTANDING FLEXIBLE SPENDING ACCOUNTS AND HEALTH SAVINGS ACCOUNTS- PUBLICATION MEDICAL BILLING FREQUENTLY ASKED QUESTIONS AND COMMON TERMS: HOW MEDICAL BILLING RELATES TO HEALTH INSURANCE DENIALS AND APPEALS TIP SHEET - PUBLICATION BIOMARKER REFERENCES AND RESOURCES - PUBLICATION TYPES OF BIOMARKER TESTING- PUBLICATION BIOMARKER TREATMENT OPTIONS- PUBLICATION QUESTIONS TO ASK YOUR DOCTOR ABOUT BIOMARKER TESTING- PUBLICATION HEALTH INSURANCE AND COVERAGE OF BIOMARKER TESTING- PUBLICATION CLINICAL TRIALS AND BIOMARKER TESTING- PUBLICATION WHAT IS THE POTENTIAL FINANCIAL IMPACT OF BIOMARKER TESTING ON MY BUDGET? PUBLICATION MATTERS OF THE HEART TIP SHEET: PARTNERING WITH YOUR PROVIDER PUBLICATION MATTERS OF THE HEART TIP SHEET: YOUR HEART, YOUR RIGHTS: UNDERSTANDING HEALTH INSURANCE PROTECTIONS PUBLICATION THE SPOTLIGHT JANUARY 2024: FINANCIAL WELLNESS MONTH TURNS THE FOCUS ONTO YOUR FINANCIAL HEALTH PUBLICATION THE SPOTLIGHT FEBRUARY 2024: LAUNCHING TWO NEW EDUCATION RESOURCES FOR AMERICAN HEART MONTH PUBLICATION THE SPOTLIGHT MARCH 2024: KEEPING YOU INFORMED: HOW TO STAY UPDATED WITH PAF PUBLICATION THE SPOTLIGHT APRIL 2024: SHINING A LIGHT ON NATIONAL MINORITY HEALTH MONTH PUBLICATION THE SPOTLIGHT MAY 2024: WHAT'S NEW AT PAF? PUBLICATION THE SPOTLIGHT: JUNE 2024, NEW PUBLICATIONS AIMED AT PLANNING FOR YOUR CAREBE BETTER PREPARED: FREQUENTLY ASKED QUESTIONS FROM PATIENTS PUBLICATION A QUICK GUIDE TO HOME HEALTH SERVICES PUBLICATION THE LONG AND SHORT OF LONG-TERM CARE PUBLICATION PLANNING FOR YOUR END-OF-LIFE CARE PUBLICATION SAMPLE APPEAL LETTER FOR CLAIM DENIAL PUBLICATION SAMPLE APPEAL LETTER FOR PRE-AUTHORIZATION DENIAL PUBLICATION BE BETTER PREPARED: FREQUENTLY ASKED QUESTIONS FROM PATIENTS PUBLICATION THE INSIDER'S GUIDE TO DRUG FORMULARIES AND MEDICATION BENEFITS PUBLICATION TREATMENT OPTIONS (VIMEO.COM) - AUDIO QUESTIONS TO ASK YOUR DOCTOR ABOUT BIOMARKER TESTING (VIMEO.COM) - AUDIO TYPES OF BIOMARKER TESTING (VIMEO.COM) - AUDIO HEALTH INSURANCE AND COVERAGE OF BIOMARKER TESTING (VIMEO.COM) - AUDIO CLINICAL TRIALS AND BIOMARKER TESTING (VIMEO.COM) - AUDIO WHAT IS THE POTENTIAL FINANCIAL IMPACT OF BIOMARKER TESTING ON MY BUDGET? (VIMEO.COM) - AUDIO THE LIGHTHOUSE TRAINING SERIES: CHOOSE THE RIGHT HEALTH INSURANCE FOR YOU (SPANISH) ELIJA EL SEGURO MDICO ADECUADO PARA USTED GUA RPIDA PARA CONSUMIDORES DE SERVICIOS DE SALUD - TRANSLATION THE LIGHTHOUSE TRAINING SERIES: FEDERAL, GOVERNMENTAL AND INCOME BENEFITS AND PROTECTIONS (SPANISH) HOJA INFORMATIVA SOBRE BENEFICIOS Y PROTECCIONES TRANSLATION THE LIGHTHOUSE TRAINING SERIES: A GUIDE TO MANAGING THE COSTS OF YOUR MEDICAL CARE (SPANISH) TRANSLATION SERIE DEL FARO GUA PARA ADMINISTRAR LOS COSTOS DE SU ATENCIN MDICA HOJA DE CONSEJOS TRANSLATION THE LIGHTHOUSE TRAINING SERIES: MEDICAL EXPENSES (SPANISH) GASTOS MDICOS: SERVICIOS DE ATENCIN MDICA; TRANSLATION THE LIGHTHOUSE TRAINING SERIES: A GUIDE TO PAYING FOR MEDICATIONS (SPANISH) SERIE DEL FARO GUA PARA EL PAGO DE MEDICAMENTOS HOJA DE CONSEJOS TRANSLATION THE LIGHTHOUSE TRAINING SERIES: WORKPLACE BENEFITS (SPANISH) BENEFICIOS EN EL LUGAR DE TRABAJO GUIA PARA TRABAJADORES TRANSLATION NAVIGATING ASSISTANCE PROGRAMS, FINDING HELP TIP SHEET (SPANISH) USO DE LOS PROGRAMAS DE ASISTENCIA: CMO BUSCAR AYUDA TRANSLATION NAVIGATING ASSISTANCE PROGRAMS: IMPROVING YOUR CHANCES FOR HELP TIP SHEET (SPANISH) USO DE LOS PROGRAMAS DE ASISTENCIA: CMO MEJORAR SUS POSIBILIDADES DE OBTENER AYUDA TRANSLATION MAKING THE MOST OF YOUR MEDICARE BENEFITS: A GUIDE TO NAVIGATING MEDICARE WITH CONFIDENCE (SPANISH) APROVECHAR AL MXIMO SUS PRESTACIONES DE MEDICARE: UNA GUA PARA NAVEGADO MEDICARE CON CONFIANZA TRANSLATION 7 MODULES MEDICARE ELIGIBILITY AND ENROLLMENT TRAINING SERIES UPDATE MEDICARE GLOSSARY OF KEY TERMS PUBLICATION UPDATE COMPARING MEDIGAP PLANS 2023 PUBLICATION UPDATE MATTERS OF THE HEART WIDGET UPDATE USER'S GUIDE TO THE HEALTH INSURANCE MARKETPLACE PUBLICATION UPDATE MATTERS OF THE HEART FLYER PUBLICATION UPDATE MATTERS OF THE HEART FLYER (SPANISH) PUBLICATION UPDATE YOUR DRUG FORMULARY: WHY IT'S IMPORTANT PUBLICATION UPDATE MAXIMIZING YOUR HEALTHCARE DOLLARS: UNDERSTANDING FLEXIBLE SPENDING ACCOUNTS AND HEALTH SAVINGS ACCOUNTS PUBLICATION UPDATE MAINTAINING EFFECTIVE COMMUNICATION WITH YOUR PROVIDER (CARDIO) PUBLICATION UPDATE OFFSETTING CANCER CARE COSTS: MEDICAL EXPENSES IN CONJUNCTION WITH HOPE CONNECTIONS FOR CAPITAL REGION HEALTH SYSTEMS - PRESENTATION NAVIGATING THE PAF WEBSITE, NFRD UTILIZATION, CO-PAY PRESENTATION TO COMMUNITY HEALTH WORKERS - PRESENTATION OPEN ENROLLMENT TO THE ALS ASSOCIATION - PRESENTATION OFFSETTING CANCER CARE COSTS: LIVING EXPENSES IN CONJUNCTION WITH HOPE CONNECTIONS FOR CAPITAL REGION HEALTH SYSTEMS PRESENTATION SOCIAL SECURITY AND MEDICARE FOR PEOPLE DIAGNOSED WITH ALS: FOR THE WESTERN PA CHAPTER OF THE ALS ASSOCIATION. PRESENTATION DURING FY2023/2024, MEMBERS OF THE FOUNDATION'S STAFF ALSO CONDUCTED, PARTICIPATED IN, AND HOSTED EDUCATIONAL OUTREACH AT THE LOCAL, REGIONAL, AND NATIONAL LEVELS WITH THE GOAL OF EDUCATING THE PUBLIC, NONPROFIT ORGANIZATIONS, AND MEMBERS OF THE HEALTHCARE COMMUNITY (WHO SUPPORT PATIENTS) ABOUT THE SERVICES AND EDUCATIONAL MATERIALS OFFERED BY THE FOUNDATION AND THE CHALLENGES FACING PATIENTS AS THEY NAVIGATE THEIR TREATMENT JOURNEY. THIS OUTREACH WAS, IN CASES, TARGETED TO A POPULATION OUTLINED IN HEALTHCARE ACCESS AND DISEASE OUTCOMES DATA AS AFFECTED BY SOCIAL DETERMINANTS OF HEALTH AND UNDERSERVED COMMUNITIES. WHILE PAF IS STILL PARTICIPATING IN VIRTUAL EVENTS, ATTENDANCE AT IN-PERSON EVENTS HAS INCREASED SIGNIFICANTLY. PAF CONTINUES TO SUPPORT VIRTUAL ENGAGEMENTS TO REACH A BROADER AUDIENCE THROUGH VARIOUS SOURCES AND INCREASE PUBLIC AWARENESS OF PAF RESOURCES TO PATIENTS AND FAMILIES. IN FY23/24, ATTENDED 120 OUTREACH EVENTS AND DISTRIBUTED 4135, AN INCREASE OF 5%, EDUCATIONAL PUBLICATIONS THROUGH THESE EVENTS.
FORM 990, SCH A, PART II, SECTION C, LINE 17A, FACTS AND CIRCUMSTANCES TEST	CONTINUED FROM SCHEDULE O (D) HEALTH SERVICES RESEARCH THE AIM OF THE HEALTH SERVICES RESEARCH PORTFOLIO IS TO IMPROVE THE PATIENT EXPERIENCE BY STUDYING THE PATIENT JOURNEY, UNMET NEEDS, AND THE IMPACT THAT SYSTEMS AND SOCIAL SUPPORT INTERVENTIONS HAVE ON OVERALL PATIENT HEALTH AND WELLBEING. MAJOR RESEARCH, EVALUATION, AND PATIENT EXPERIENCE/ENGAGEMENT INITIATIVES IN FY2023-2024 INCLUDED ONGOING PARTNERSHIPS ON RESEARCH INTERVENTION PROJECTS WITH ACADEMIC AND PARTNERS INCLUDING: THE UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL, EMORY UNIVERSITY, FRED HUTCHINSON CANCER RESEARCH CENTER AS WELL AS A NEW PROJECT WITH UNIVERSITY OF CALIFORNIA IRVINE THAT LAUNCHED IN AUGUST 2023 (2). THESE PROJECTS UTILIZE CASE MANAGEMENT AS AN INTERVENTION TO ADDRESS FINANCIAL AND SOCIAL NEED. IN ADDITION TO PAF'S INTERVENTION WORK, PAF CONTINUES TO PARTNER WITH SCIENTIFIC AND/OR ACADEMIC INSTITUTIONS TO DEVELOP AND ANALYZE SURVEY DATA THAT ARE THE CORNERSTONE OF OUR PEER REVIEWED PUBLICATIONS. THIS YEAR EIGHT ARTICLES WERE PUBLISHED IN PEER REVIEWED JOURNALS AND NINE ABSTRACTS PRESENTED AT NATIONAL MEETINGS. PAF'S RESEARCH EVALUATION AND PATIENT EXPERIENCE TEAM WAS ALSO INVOLVED IN A PATIENT-CENTERED PROJECT TO SUPPORT THE FIELD IN INTEGRATING PATIENT VOICES INTO HEALTH POLICY, CARE, AND RESEARCH INITIATIVES. A KEY PARTNERSHIP WITH CENTER TO ADVANCE PALLIATIVE CARE (CAPC) INTEGRATED PATIENT PERSPECTIVES INTO PROVIDER FACING EDUCATION MATERIALS. PAF ALSO SERVES/D AS THOUGHT LEADERS AND CONTENT EXPERTS, AS WELL AS KEY PARTNERS IN FACILITATION OF OUTREACH AND COLLECTION OF THE PATIENT EXPERIENCE ON A NUMBER OF TOPICS INCLUDING SOCIAL DRIVERS OF HEALTH, CLINIC FACTORS AFFECTING CARE, AND DEMOGRAPHIC COLLECTION AT THE POINT OF CARE TO ADVANCE EQUITY. PAF CONTINUES TO BUILD PARTNERSHIPS, AND THESE RELATIONSHIPS WERE REFLECTED THROUGH PARTNERED PROJECTS WITH NORC AT THE UNIVERSITY OF CHICAGO, ACADEMYHEALTH, AND THE UNIVERSITY OF CALIFORNIA AT SAN FRANCISCO (SIREN: SOCIAL INTERVENTIONS RESEARCH AND EVALUATION NETWORK). COLLECTIVELY, THIS BODY OF WORK SERVES TO FURTHER PAF'S MISSION BY ADVANCING THE FIELD'S KNOWLEDGE OF THE PATIENT EXPERIENCE AROUND ACCESS AND AFFORDABILITY, THUS PROVIDING INSIGHT INTO HOW TO BEST MEET PATIENTS' FINANCIAL AND SOCIAL NEEDS IN A WAY THAT IS PATIENT-CENTERED AND ADVANCES THE TENANTS OF HEALTH EQUITY. SCHOLARSHIP FOR SURVIVORS PROGRAM IT IS COMMON FOR FOUNDATION STAFF TO INTERACT WITH PATIENTS AND FAMILIES WHO ARE STRUGGLING TO AFFORD POST-SECONDARY EDUCATION DUE TO THE FINANCIAL BURDEN ASSOCIATED WITH A CHRONIC ILLNESS OR LIFE-THREATENING DISEASE. IN 2000, PAF ESTABLISHED THE SCHOLARSHIP FOR SURVIVORS PROGRAM TO HONOR THESE INDIVIDUALS BY OFFERING EDUCATIONAL SCHOLARSHIPS TO STUDENTS WHO HAVE SUFFERED (OR ARE SUFFERING) FROM CANCER OR A CHRONIC ILLNESS. THESE STUDENTS HAVE, DESPITE THEIR DIAGNOSIS, EXCELLED ACADEMICALLY, SERVED THE COMMUNITY, AND DESIRE TO PURSUE A SECONDARY EDUCATION. PAF'S SIGNATURE FUNDRAISING EVENT FOR THE SCHOLARSHIP PROGRAM, A PROMISE OF HOPE AFFAIR, WAS HELD ON SEPTEMBER 16, 2023. THROUGH THIS EVENT, GENEROUS PAF DONORS HELPED SUPPORT 40 SCHOLARSHIPS THROUGH THE SCHOLARSHIP FOR SURVIVORS PROGRAM FOR THE 2024-2025 ACADEMIC YEAR. TO DATE, THE FOUNDATION HAS AWARDED 235 SCHOLARSHIPS TOTALING OVER ONE MILLION DOLLARS. PUBLIC SUPPORT PERCENTAGE THE FOUNDATION'S CUMULATIVE PUBLIC SUPPORT PERCENTAGE THROUGH JUNE 30, 2024, IS 20.76%. THIS IS ABOVE THE MINIMUM AMOUNT OF 10% AT WHICH FACTS AND CIRCUMSTANCES WILL BE CONSIDERED BY THE IRS IN DETERMINING THE FOUNDATION'S ONGOING STATUS AS A PUBLIC CHARITY. PAF'S ONGOING OPERATIONS, GOVERNING STRUCTURE AND BROAD FUNDRAISING ACTIVITIES REFLECT THE HALLMARK STANDARDS OF A PUBLIC CHARITY AND AS SUCH, SUPPORT ITS ONGOING CLASSIFICATION AS SUCH. THESE FACTS AND CIRCUMSTANCES INCLUDE THE FOLLOWING: 1. THE FOUNDATION MAINTAINS ITS INDEPENDENCE FROM ITS DONORS BOTH OPERATIONALLY AND FROM A GOVERNANCE PERSPECTIVE. DONORS TO PAF DO NOT HAVE INFLUENCE OR CONTROL OVER THE FOUNDATION, ITS OPERATIONS, OR ITS PROGRAMMING. IT IS IMPORTANT TO NOTE THAT, BY ITS' VERY NATURE, THE CO-PAY RELIEF PROGRAM, TO WHICH CHARITABLE DONATIONS ARE MADE THAT EFFECT PAF'S PUBLIC SUPPORT PERCENTAGE THE GREATEST, IS REQUIRED TO BE INDEPENDENTLY OPERATED, WITHOUT THE INFLUENCE OR CONTROL OF ITS DONORS PER GUIDANCE PROVIDED BY THE OFFICE OF INSPECTOR GENERAL (OIG) IN ITS OPINION 04-15. PAF HAS A DEEP COMMITMENT TO COMPLIANCE WITH ITS OIG OPINION, AS IS EVIDENCED BY ITS ORGANIZATIONAL COMPLIANCE PROGRAM AND ONGOING OUTCOMES OF BOTH INTERNAL AND EXTERNAL ANNUAL REVIEWS AND AUDITS. 2. PAF SEEKS, AND SUCCESSFULLY SECURES, FUNDING FOR ITS PROGRAMS FROM A MULTITUDE OF SOURCES INCLUDING GOVERNMENTAL AGENCIES, OTHER PUBLIC CHARITIES, CORPORATIONS AND FROM THE GENERAL PUBLIC. 3. PAF'S EXECUTIVE BOARD OF DIRECTORS IS COMPRISED OF MEMBERS WITH DIVERSE PROFESSIONAL BACKGROUNDS, REPRESENTING THE INTERESTS OF THE CHRONICALLY AND CRITICALLY ILL SEGMENT OF THE GENERAL PUBLIC SERVED BY PAF. THE MEMBERS OF THE PAF BOARD OF DIRECTORS HAVE EXPERTISE IN THE FIELDS OF HEALTHCARE ADMINISTRATION, CLINICAL PRACTICE AND RESEARCH, HIGHER EDUCATION, DIRECT PATIENT CARE, NON-PROFIT MANAGEMENT, PATIENT ADVOCACY, HEALTH INSURANCE, TECHNOLOGY, AND LAW; WHEN COMBINED, THE MEMBERS CLEARLY REPRESENT A BROAD CROSS SECTION OF THE VIEWS AND INTERESTS OF THE COMMUNITY/PUBLIC. 4. ALL VOTING MEMBERS OF THE PAF BOARD OF DIRECTORS ARE INDEPENDENT PER THE DIRECTOR'S INDEPENDENCE TEST, BASED ON THE IRS TEST FOR INDEPENDENCE THAT IS USED TO DETERMINE THE INDEPENDENCE OF EACH MEMBER OF THE BOARD OF A CHARITABLE ORGANIZATION. PER POLICY, THE FOUNDATION'S BOARD DOES NOT INCLUDE ANY EMPLOYEE OR BOARD MEMBERS OF A DONOR ORGANIZATION, THUS ELIMINATING THE INFLUENCE OF A DONOR FROM THE GOVERNING BODY. 5. THE FOUNDATION'S SUPPORT AND SERVICES BROADLY BENEFIT THE GENERAL PUBLIC, SPECIFICALLY THOSE DIAGNOSED AND LIVING WITH CHRONIC AND CRITICAL DISEASES, THEIR FAMILIES AND CARE TEAMS. PAF HAS A LONGSTANDING, DEMONSTRATED HISTORY OF PROVIDING ROBUST CASE MANAGEMENT SERVICES, PATIENT/PUBLIC EDUCATION, AND THE PROVISION OF FINANCIAL SUPPORT FOR NON-MEDICAL COST OF LIVING EXPENSES AND PHARMACEUTICAL CO-PAYMENTS AND MEDICAL INSURANCE PREMIUMS THROUGH ITS FINANCIAL AID FUNDS AND CPR PROGRAMS, RESPECTIVELY; CONTINUOUSLY FUNDRAISING TO AN EVER EXPANDING AND CHANGING DONOR BASE TO FUND THE PATIENT PROGRAMMING EACH YEAR. FACTS AND CIRCUMSTANCES SUPPORTING QUALIFICATION AS A PUBLICLY SUPPORTED ORGANIZATION 1. ATTRACTION OF PUBLIC SUPPORT & INDEPENDENCE PAF IS ORGANIZED AND OPERATED IN A MANNER THAT FACILITATES AND ATTRACTS NEW AND ADDITIONAL PUBLIC AND GOVERNMENTAL SUPPORT, AS WELL AS SUPPORT FROM OTHER PUBLIC CHARITIES AND CORPORATIONS ON A CONTINUOUS BASIS. THIS IS EVIDENCED BY THE PUBLIC SUPPORT PERCENTAGE THAT PAF HAS MAINTAINED OVER THE COURSE OF ITS HISTORY AND THE NUMBER AND DIVERSITY OF DONORS TO THE FOUNDATION. PAF HAS A POLICY OF SEEKING AND SECURING CHARITABLE DONATIONS FROM A MULTITUDE OF SOURCES FOR ALL ITS PROGRAMS, INCLUDING CASE MANAGEMENT, PATIENT EDUCATION PROGRAMS, HEALTH EQUITY INITIATIVES, PATIENT EXPERIENCE AND HEALTH SERVICES RESEARCH, AND FINANCIAL ASSISTANCE PROGRAMS INCLUDING ITS FINANCIAL AID FUNDS (FAF), AND ITS CO-PAY RELIEF (CPR) PROGRAM AS OUTLINED IN OIG ADVISORY OPINION 04-15. PAF HAS BEEN SUCCESSFUL IN SECURING BROAD SUPPORT FROM A MYRIAD OF SOURCES, EXPANDING ITS BASE OF SUPPORT EACH YEAR. PAF DOES NOT HAVE A PERPETUAL SOURCE OF REVENUE SUCH AS PERMANENT ENDOWMENT FROM WHICH INVESTMENT INCOME MIGHT SUPPORT THE ORGANIZATION, AS IS THE CASE WITH MOST PRIVATE FOUNDATIONS, RATHER, THE FOUNDATION'S LEADERSHIP, AND THOSE STAFF CHARGED WITH FUNDRAISING ACTIVITIES, ARE RESPONSIBLE FOR SECURING SUPPORT SUFFICIENT ENOUGH TO SUPPORT THE FOUNDATION'S PROGRAM SERVICES FOR THE GENERAL PUBLIC EACH YEAR. THE FOUNDATION EMPLOYS A DEDICATED PROGRAM DEVELOPMENT STAFF OF SEVEN (7) WHOM, IN PARTNERSHIP WITH THE CEO, MEMBERS OF THE EXECUTIVE TEAM AND BOARD OF DIRECTORS, ARE RESPONSIBLE FOR DEVELOPING AND EXECUTING MULTIFACETED FUNDRAISING PLANS ALIGNED WITH THE MISSION OF THE FOUNDATION OF PROVIDING SUSTAINED CASE MANAGEMENT, FINANCIAL SUPPORT AND EDUCATION TO THE MEDICALLY AND FINANCIALLY DISADVANTAGED POPULATION LIVING IN THE US. THE PROGRAM DEVELOPMENT TEAM WORKS TO IDENTIFY AND RESPOND TO FUNDING OPPORTUNITIES FOR THE FOUNDATION FROM ALL GOVERNMENT, BUSINESS, AND NON-PROFIT SECTORS. IN FY2023/2024, THE PROGRAM DEVELOPMENT STAFF SUBMITTED 1248 GRANTS AND FACILITATED FUNDRAISING CAMPAIGNS TO THE PUBLIC. OVER THE LAST FIVE YEARS, PAF'S MISSION HAS BEEN SUPPORTED BY 2254 DONORS ACROSS ALL SOURCES OF CHARITABLE DONATIONS. IN FY2023/2024, PAF RECEIVED CONTRIBUTIONS FROM 662 DONORS INCLUDING SUPPORT FROM INDIVIDUALS, CORPORATIONS AND CORPORATE FOUNDATIONS, GOVERNMENT AGENCIES AND NON-PROFIT ORGANIZATIONS. THIS REPRESENTS A 26% INCREASE IN UNIQUE DONORS OVER FY2022/2023.
FORM 990, SCH A, PART II, SECTION C, LINE 17A, FACTS AND CIRCUMSTANCES TEST	CONTINUED FROM SCHEDULE O (E) FURTHER IN 2023/2024, PAF RECEIVED DONATIONS OF SUPPORT FROM FIFTY-FOUR (54) NON-PROFIT ORGANIZATIONS, ALL 501(C)(3) PUBLIC CHARITIES AND PRIVATE FOUNDATIONS, OF WHICH TWELVE (12) WERE NEW DONORS INCLUDING BLUE CIRCLE HEALTH, CHARITYVEST, INC., DIVE INTO THE PINK, INC., GREATER NATIONAL ADVOCATES INC., NATIONAL COMMITTEE FOR QUALITY ASSURANCE, NATIONAL MULTIPLE SCLEROSIS SOCIETY, OMAHA COMMUNITY FOUNDATION, PAN FOUNDATION, PATRIC YOUNG FOUNDATION, PGA TOUR CHARITIES, INC., THE MITCHELL DAUGHTERS FOUNDATION, AND UNITED WAY OF SOUTH HAMPTON ROADS. THESE ORGANIZATIONS FUNDED GRANTS TO PAF IN SUPPORT OF ITS CASE MANAGEMENT, PATIENT EDUCATION, HEALTH SERVICES RESEARCH, FINANCIAL AID FUNDS AND CO-PAY RELIEF PROGRAMS. IN FY2023/2024, PAF ADDED, EXPANDED, AND MAINTAINED SEVERAL KEY PATIENT PROGRAMS WITH THE SUPPORT OF OTHER NON-PROFIT ORGANIZATIONS. PAF ALSO LAUNCHED THREE (3) NEW CASE MANAGEMENT PROGRAMS INCLUDING A PARTNERSHIP WITH THE LIVESTRONG FOUNDATION TO PROVIDE NAVIGATION SUPPORT TO CANCER PATIENTS; THE LAUNCH OF THE NTIONAL OVARIAN CANCER COALITION RESOURCE NAVIGATION PROGRAM AND THE NATIONAL MULTIPLE SCLEROSIS SOCIETY CASE MANAGEMENT PROGRAM. PAF ALSO MAINTAINED MANY LONG-TERM PARTNERSHIPS THAT PROVIDE FUNDING FOR CASE MANAGEMENT PROGRAMS INCLUDING: O THE AMERICAN CANCER SOCIETY CASE MANAGEMENT PROGRAM O THE ALS ASSOCIATION RESOURCE AND BENEFITS LINE O THE DONNA FOUNDATION CARELINE SUPPORTING BREAST CANCER PATIENTS O THE ESOPHAGEAL CANCER CARELINE SUPPORTED BY EC AWARE O THE FINANCIAL NAVIGATION PROGRAM SUPPORTED BY CINCINNATI AND NAPLES CANCER ADVISORS O THE FK CANCER CARLINE SUPPORTED BY FK CANCER O PANCAN FINANCIAL NAVIGATION PROGRAM SUPPORTED BY PANCREATIC CANCER ACTION NETWORK O SHARSHERET INSURANCE ADVOCACY CARELINE SUPPORTED BY SHARSHERET O ZERO360 SERVING PROSTATE CANCER PATIENTS, SUPPORTED BY ZERO PROSTATE CANCER O THE WILDFLOWER FOUNDATION PROVIDED SUPPORT FOR PAF'S CASE MANAGEMENT SERVICES FOR THE 12TH CONSECUTIVE YEAR. O PAF ALSO RECEIVED FUNDING FROM SENTARA CARES, A PROGRAM WITH SENTARA HOSPITAL SYSTEMS TO PROVIDE GENERAL CASE MANAGEMENT SUPPORT. PAF LAUNCHED TWO (2) FINANCIAL AID FUNDS IN PARTNERSHIP WITH THE BEGIN AGAIN FOUNDATION, BEGIN AGAIN FOUNDATION AMPUTEE FUND, SERVING PATIENTS WHO HAVE EXPERIENCED AN AMPUTATION AS A RESULT OF SEPSIS, AND BEGIN AGAIN FOUNDATION SOUTHEASTERN VIRGINIA FINANCIAL AID FUND, SERVING PATIENTS DIAGNOSED WITH ARDS, TSS AND SEPSIS LIVING IN SOUTHEASTERN VIRGINIA. PAF ALSO MAINTAINED SEVERAL NONPROFIT PARTNERSHIPS, ADMINISTERING FINANCIAL AID FUNDS TO SUPPORT NON-MEDICAL RELATED EXPENSES PATIENTS NEED HELP WITH. PAF MAINTAINS, ON ITS PUBLIC WEBSITES, (WWW.PATIENTADVOCATE.ORG AND WWW.COPAYS.ORG ), DONATION PAGES THAT THE GENERAL PUBLIC USES TO MAKE DONATIONS TO THE FOUNDATION. THE PAF DEVELOPMENT TEAM DESIGNED AND LAUNCHED DEDICATED CAMPAIGNS WITHIN DISEASE COMMUNITIES: ONCOLOGY, NEUROLOGY, CARDIOLOGY, VIROLOGY, IMMUNOLOGY, PULMONOLOGY, AND RARE DISEASE. IN FY2023/2024, PAF'S DEVELOPMENT TEAM CONTINUED THE "TRANSFORM A PATIENT'S LIFE", A DIY FUNDRAISING PLATFORM FOR ONGOING, ONLINE PEER-TO-PEER FUNDRAISING CAMPAIGNS AS WELL AS AMAZON SMILES AND KROGER COMMUNITY PROGRAMS DONATION LISTS. FURTHER, PAF MAINTAINS CLEAR INDEPENDENCE OF OPERATIONS OF ITS PROGRAMS SO TO ENSURE THEY ARE DESIGNED AND OPERATED IN A MANNER THAT ADDRESSES THE NEEDS OF CHRONICALLY AND CRITICALLY ILL PATIENTS IN THE GENERAL POPULATION AS SUPPORTED BY PAF PATIENT NEEDS DATA. PAF PROACTIVELY, INDEPENDENTLY, AND WITHOUT DONOR INFLUENCE OR CONTROL, IDENTIFIES THE NEED FOR, AND DEFINES AND ESTABLISHES THE OPERATIONAL PARAMETERS FOR, EACH OF ITS DISEASE SPECIFIC FUNDS IN THE CPR PROGRAM CONSISTENT WITH ITS OIG ADVISORY OPINION, 04-15, AS MODIFIED AND ALL PUBLISHED OIG GUIDANCE THAT IS APPLICABLE TO CHARITABLE PATIENT ASSISTANCE PROGRAMS. THE PROCESS UTILIZED IS DIRECTED AND COMPLETED BY PAF AND INCLUDES A REVIEW AND APPROVAL BY THE CHAIR OF THE SCIENTIFIC COMMITTEE OF THE PAF BOARD OF DIRECTORS, PAF COMPLIANCE COUNSEL AND THE GOVERNANCE COMMITTEE OF THE PAF BOARD OF DIRECTORS. PAF HAS FULLY DEFINED OVER 110 DISEASE FUNDS AS OF THE END OF FY2023/2024. PAF ALSO IDENTIFIES THE NEED FOR, DEFINES AND ESTABLISHES THE OPERATIONAL PARAMETERS FOR ITS CASE MANAGEMENT PROGRAMMING, SMALL GRANT PROGRAMS AND PUBLIC/PATIENT EDUCATION PROGRAMS, FREE FROM DONOR INFLUENCE OR CONTROL. THE PAF BOARD OF DIRECTORS ADOPTED THE CHARITABLE PATIENT ASSISTANCE PROGRAM (CPAP) CODE OF ETHICS THAT WAS DRAFTED IN 2014-2015 BY A COLLECTION OF ORGANIZATIONS WHO ALL PROVIDE CHARITABLE PATIENT ASSISTANCE SIMILAR TO THAT PROVIDED BY PAF THROUGH ITS CO-PAY RELIEF PROGRAM. THIS INITIATIVE WAS LED BY PAF AND MANAGED BY REGULATORY COUNSEL FROM WASHINGTON, DC. PAF HAS A GOVERNANCE COMMITTEE OF THE BOARD OF DIRECTORS. ADOPTION OF THIS VOLUNTARY CODE FURTHER DEMONSTRATES PAF'S COMMITMENT TO COMPLIANCE AND INDEPENDENCE FROM DONOR INFLUENCE. PAF ENGAGES THE SERVICES OF ARENTFOX SCHIFF, LLP, WASHINGTON, DC, AS ITS REGULATORY COUNSEL. THE FIRM ARE EXPERTS IN REGULATORY COMPLIANCE, SPECIALIZING IN COMPLIANCE PROGRAMS RELATIVE TO PATIENT ASSISTANCE PROGRAMS AND LEAD THE DEVELOPMENT, IMPLEMENTATION, AND ONGOING MANAGEMENT OF PAF'S ORGANIZATIONAL COMPLIANCE PROGRAM, AS WELL AS SERVE AS ITS COMPLIANCE COUNSEL. ALL PROGRAMS OPERATED BY PAF, INCLUDING CPR, ARE SUBJECT TO THE PARAMETERS OF THE COMPLIANCE PROGRAM AS DEFINED IN THE COMPLIANCE CHARTER. THE PROGRAM IS DESIGNED TO ASSIST PAF IN PREVENTING, DETECTING, AND RESPONDING TO ILLEGAL, IMPROPER, AND UNETHICAL CONDUCT, SERVING AS A PROCEDURAL FRAMEWORK FOR ENHANCING AND MONITORING COMPLIANCE WITH APPLICABLE LAW, REGULATION, THE PAF CODE OF CONDUCT AND PAF'S POLICIES AND PROCEDURES. THE COMPLIANCE PROGRAM IS BASED ON THE SEVEN ELEMENTS OF AN EFFECTIVE COMPLIANCE PROGRAM SET FORTH IN THE FEDERAL SENTENCING GUIDELINES MANUAL AND APPLICABLE DEPARTMENT OF HEALTH AND HUMAN SERVICES OFFICE OF INSPECTOR GENERAL ("OIG") GUIDANCE. KEY PROGRAM GOVERNANCE POLICIES AND PROCEDURES INCLUDE: 1. COMPLIANCE PROGRAM OVERVIEW 2. GOVERNANCE AND COMPLIANCE COMMITTEE CHARTER 3. COMPLIANCE COMMITTEE MEMBERSHIP CRITERIA 4. PAF ORGANIZATIONAL CODE OF CONDUCT 5. CONFLICTS OF INTEREST POLICY AND PROCEDURE FOR OFFICERS, EMPLOYEES, SUBCONTRACTORS AND AGENTS 6. POLICY ON DEVELOPMENT OF ANNUAL AUDITING AND MONITORING WORK PLAN 7. COMPLIANCE REPORTING AND NON-RETALIATION POLICY AND PROCEDURE 8. BACKGROUND CHECK POLICY 9. STAFF AND BOARD OF DIRECTORS COMPLIANCE TRAINING 10. ESTABLISHMENT OF AN ANONYMOUS HOTLINE FOR EMPLOYEES TO REPORT CONCERNS ANNUAL COMPLIANCE TRAINING WAS DELIVERED TO THE PAF EXECUTIVE BOARD OF DIRECTORS IN NOVEMBER 2023 AND THE ENTIRE PAF STAFF RECEIVED THE ANNUAL TRAINING IN AUGUST AND SEPTEMBER 2023. THIS TRAINING INCLUDED A CLEAR OVERVIEW OF THE ANTI-KICK BACK STATUTE (AKS), FALSE CLAIMS ACT AND CIVIL MONETARY PENALTIES LAW AND THEIR APPLICABILITY TO PAF AND THE CPR PROGRAM. ALL NEW HIRES, INCLUDING TEMPORARY STAFF, RECEIVE TRAINING DURING THE FIRST TWO DAYS OF EMPLOYMENT. FINALLY, TO ENSURE COMPLIANT COMMUNICATIONS WITH DONORS AND CLEARLY ARTICULATE PAF'S INDEPENDENCE OF OPERATIONS, PAF, IN COLLABORATION WITH THE PAF COMPLIANCE COUNSEL, MAINTAINS THE DONOR COMMUNICATION, FUND DEVELOPMENT AND MANAGEMENT STANDARD OPERATING PROCEDURES AND ACCOMPANYING TEMPLATES. THIS MANUAL, AND ASSOCIATED ANNUAL MANDATORY TRAINING, DELIVERED IN DECEMBER 2023, PROVIDES GUIDELINES AND PROCEDURES RELATIVE TO KEY AREAS OF DONOR INTERACTION & OPERATIONAL DESIGN DECISIONS. 2. SOURCES OF SUPPORT PAF HAS BEEN SUCCESSFUL IN PROCURING SUBSTANTIAL CHARITABLE CONTRIBUTIONS FROM A DIVERSITY OF SOURCES INCLUDING THE PUBLIC, GOVERNMENTAL AGENCIES, OTHER 501(C) (3) PUBLIC CHARITIES, RESEARCH & ACADEMIC INSTITUTIONS, PRIVATE FOUNDATIONS, AND CORPORATE DONORS. OVER THE PAST 5 YEARS, PAF HAS RECEIVED GRANTS, COOPERATIVE AGREEMENTS, AND/OR CHARITABLE CONTRIBUTIONS FROM 2254 ORGANIZATIONS AND INDIVIDUALS INCLUDING, BUT NOT LIMITED TO, THE FOLLOWING: O ACADEMYHEALTH O ACROMEGALY COMMUNITY O ALS ASSOCIATION O AMERICAN CANCER FUND O AMERICAN CANCER SOCIETY O AMERICAN DIABETES ASSOCIATION O AMGEN CYCLING CLUB O AYCO CHARITABLE FOUNDATION O BATTLE CREEK COMMUNITY FOUNDATION O BLACK WOMEN'S HEALTH IMPERATIVE O BLUE CIRCLE HEALTH O BREAST CANCER RESEARCH FOUNDATION OF ALABAMA O BRIGHT FUNDS FOUNDATION O CHARITIES AID FOUNDATION OF AMERICA O CHARITY ON TOP FOUNDATION, INC. O CHARITYVEST, INC. O CINCINNATI CANCER ADVISORS O COALITION FOR HEADACHE AND MIGRAINE PATIENTS O DIVE INTO THE PINK, INC. O EC AWARE O ECOG-ACRIN MEDICAL RESEARCH FOUNDATION, INC O ECRI INSTITUTE O FIDELITY CHARITABLE GIFT FUND O FLORIDA ALLIANCE FOR HEALTHCARE VALUE O FOUNDATION FOR SARCOIDOSIS RESEARCH O FRIENDS OF CANCER RESEARCH O FUCK CANCER O GIVE LIVELY FOUNDATION O GIVINGA FOUNDATION, INC. O GOLDMAN SACHS GIVES O GOODCOIN FOUNDATION O HEALTH RESOURCES IN ACTION
FORM 990, SCH A, PART II, SECTION C, LINE 17A, FACTS AND CIRCUMSTANCES TEST	O ICER O JUSTGIVE O KAPLAN FAMILY FOUNDATION O KINGS CARE FOUNDATION O LANGLEY FOR FAMILIES FOUNDATION O LEUKEMIA & LYMPHOMA SOCIETY O LIVESTRONG FOUNDATION O LL12 LLC O LUNGEVITY FOUNDATION O MIA'S MIRACLES O MICHAEL & SUSAN DELL FOUNDATION O MORGAN STANLEY GLOBAL IMPACT FUNDING TRUST O NATIONAL COMMITTEE FOR QUALITY ASSURANCE O NATIONAL COMPREHENSIVE CANCER NETWORK, INC. O NATIONAL MULTIPLE SCLEROSIS SOCIETY O NATIONAL NETWORK OF PUBLIC HEALTH INSTITUTES O NATIONAL OVARIAN CANCER COALITION O NETWORK FOR GOOD O NORC O OMAHA COMMUNITY FOUNDATION O ORANGE COUNTY UNITED WAY O PANCREATIC CANCER ACTION NETWORK O PAN FOUNDATION O PATRIC YOUNG FOUNDATION O PAYPAL CHARITABLE GIVING FUND O PCORI O PENINSULA COMMUNITY FOUNDATION OF VIRGINIA, INC. O PGA TOUR CHARITIES, INC. O PHARMACY QUALITY ALLIANCE O PHRMA FOUNDATION O PIKES PEAK UNITED WAY O PLEDGELING FOUNDATION O RAYMOND JAMES CHARITABLE O S. SYDNEY DEYOUNG FOUNDATION O SCHWAB CHARITABLE FUND O SHARSHERET O T. ROWE PRICE PROGRAM FOR CHARITABLE GIVING O THE ARDS ALLIANCE O THE BENEVITY COMMUNITY IMPACT FUND O THE DONNA FOUNDATION O UNITED WAY OF SOUTH HAMPTON ROADS O UNITED WAY OF THE CAPITAL REGION O VANGUARD CHARITABLE O W. MONTAGUE COBB NMA HEALTH INSTITUTE O WINSTON-SALEM FOUNDATION O YOUNG SURVIVAL COALITION O YOURCAUSE LLC O ZERO PROSTATE CANCER GOVERNMENTAL AGENCIES O CENTERS FOR DISEASE CONTROL AND PREVENTION O CITY OF NEWPORT NEWS CORPORATIONS AND CORPORATE FOUNDATIONS O 183 DONATING CORPORATIONS AND CORPORATE FOUNDATIONS O 72 MADE DONATIONS IN FY2023/2024 ACADEMIC AND RESEARCH INSTITUTIONS & PRIVATE FOUNDATIONS O AMERICAN INTERNATIONAL COLLEGE O AUGUST & ROSEMARY RIDOLFI IRREVOCABLE TRUST O BEGIN AGAIN FOUNDATION O BERNARD MCDONOUGH FOUNDATION, INC. O BLUEPRINT PREP O BUTLER CLASS OF 66 O COLUMBIA UNIVERSITY SCHOOL OF NURSING O FISHMAN FAMILY FOUNDATION O GREATER NATIONAL ADVOCATES INC. O HARVARD MEDICAL SCHOOL O HIGH PINES FOUNDATION O MAHAN FOUNDATION O RANDOLPH D. ROUSE FOUNDATION O ROBERT WOOD JOHNSON FOUNDATION O SEEDS OF FAITH, INC. O THE MITCHELL DAUGHTERS FOUNDATION O THE SONTAG FOUNDATION O THE UNIVERSITY OF ALABAMA AT BIRMINGHAM O THE WILDFLOWER FOUNDATION, INC. O UNC AT CHAPEL HILL OFFICE OF SPONSORED RESEARCH O UNIVERSITY OF CALIFORNIA IRVINE O UNIVERSITY OF CALIFORNIA, SAN FRANCISCO O UNIVERSITY OF MINNESOTA O UNIVERSITY OF UTAH GENERAL PUBLIC O RECEIVED MEMORIAL, HONORARY, AND GENERAL SUPPORT AND CONTRIBUTIONS FROM OVER 527 INDIVIDUALS IN FY2023/2024. O RECEIVED DONATIONS FROM OVER 1880 INDIVIDUALS OVER THE PAST 5 YEARS IN FY2023/2024, PAF RECEIVED CONTRIBUTIONS FROM 661 DONORS INCLUDING SUPPORT FROM INDIVIDUALS, CORPORATE PARTNERS AND FOUNDATIONS, GOVERNMENT AGENCIES AND NON-PROFIT ORGANIZATIONS. 3. REPRESENTATIVE GOVERNING BODY THE PAF EXECUTIVE BOARD OF DIRECTORS COMPRISED OF 15 VOTING MEMBERS, AND 3 NON-VOTING MEMBERS, ALL OF WHOM ARE NATIONALLY RECOGNIZED EXPERTS IN THE FIELDS OF HEALTHCARE ADMINISTRATION, CLINICAL PRACTICE AND RESEARCH, HIGHER EDUCATION, DIRECT PATIENT CARE, NON-PROFIT MANAGEMENT, GOVERNMENT/PUBLIC HEALTH, PATIENT ADVOCACY, HEALTH INSURANCE, TECHNOLOGY, AND LAW. THE COMPOSITION OF THE BOARD IS A DEMONSTRATION IN PRACTICE TO PAF'S COMMITMENT REPRESENTING THE BROAD INTEREST, AND UNIQUE PERSPECTIVES, OF THE GENERAL PUBLIC AND TO GOVERN THE OPERATIONS WITH A DIVERSE, YET UNIFIED, POINT OF VIEW THAT WILL ENABLE THE FOUNDATION TO EXECUTE MEANINGFUL PATIENT PROGRAMS, DESIGNED TO ADDRESS GAPS AND HEALTH INEQUITIES IN THE CURRENT HEALTHCARE ENVIRONMENT AND ATTRACT SUPPORT FROM A BROAD RANGE OF POTENTIAL DONORS. THE PAF EXECUTIVE BOARD OF DIRECTORS HOLDS FIDUCIARY RESPONSIBILITY AND MANAGES AND CONTROLS THE ORGANIZATION AND PROPERTY OF PAF TO THE EXTENT VESTED IN THEM BY THE PAF BYLAWS. IT IS THE RESPONSIBILITY OF THE BOARD TO ENSURE THE ORGANIZATION IS RUN IN A FISCALLY RESPONSIBLE MANNER AND THAT ALL PROGRAMS INITIATED AND DELIVERED BY PAF ARE ALIGNED WITH THE MISSION OF PAF. THE PAF BOARD OF DIRECTORS ASSESSES THE ORGANIZATION'S PERFORMANCE AND EFFECTIVENESS AND DETERMINES FUTURE ACTIONS REQUIRED, IF ANY, TO ACHIEVE ITS MISSION. THE BOARD OF DIRECTORS STRUCTURE ALSO HAS SEVEN (7) SUBCOMMITTEES THAT INCLUDE: EXECUTIVE COMMITTEE, GOVERNANCE COMMITTEE, FINANCE & AUDIT COMMITTEE, COMPENSATION AND BENEFITS COMMITTEE, PROGRAM COMMITTEE, NOMINATING COMMITTEE, AND BUILDING AND GROUNDS COMMITTEE. THE FULL BOARD OF DIRECTORS MEETS THREE (3) TIMES PER YEAR, TO BE FULLY BRIEFED ON THE ACTIVITIES OF THE FOUNDATION INCLUDING PROGRAM INITIATIVES AND OUTCOMES, FINANCIALS AND OVERALL ORGANIZATIONAL GROWTH AND FUNCTIONALITY. THE FULL BOARD IS ALSO SUPPLIED WITH SUPPLEMENTAL ORGANIZATIONAL IMPACT REPORTS TWICE PER YEAR AS WELL AS THE ANNUAL IMPACT REPORT, WHICH IS ALSO MADE PUBLICLY AVAILABLE. THE FINANCE COMMITTEE IS SUPPLIED WITH FINANCIAL REPORTS ON A REGULAR BASIS FOR REVIEW AND COMMENT AND THE FULL EXECUTIVE BOARD RECEIVES A FULL FINANCIAL REPORTING PACKAGE ON A BIANNUAL BASIS. THE PAF EXECUTIVE BOARD IS KNOWLEDGEABLE ABOUT THE HEALTHCARE AND BUSINESS ENVIRONMENTS AND SERVES AS ADVISORS TO PAF MANAGEMENT TO ENSURE THAT PAF PROGRAMMING IS MEETING THE NEEDS OF THE CHRONICALLY AND CRITICALLY ILL PATIENTS LIVING AMONG US IN THE GENERAL POPULATION. PAF'S COMPLIANCE PROGRAM REQUIRES THAT ALL BOARD OF DIRECTORS MEMBERS AGREE TO COMPLY WITH THE FOUNDATION'S CONFLICT OF INTEREST POLICY (COI), REQUIRING ANNUAL DISCLOSURE OF ANY REAL OR POTENTIAL CONFLICTS, AS WELL AS DISCLOSURE THROUGHOUT THE YEAR IF NEW REAL OR POTENTIAL CONFLICTS ARISE THROUGH THE COMPLETION OF THE COI DISCLOSURE FORM. FURTHER, ALL DIRECTORS COMPLETE A FORM 990 DIRECTOR AND OFFICER DISCLOSURE STATEMENT, REQUIRING THE ANNUAL EVALUATION OF THE DIRECTOR'S INDEPENDENCE PURSUANT TO IRS REQUIREMENTS AND DEFINITION OF "INDEPENDENCE". PAF'S BYLAWS REQUIRE THAT ALL CURRENT AND FUTURE VOTING MEMBERS OF THE PAF EXECUTIVE BOARD BE INDEPENDENT PER THE IRS DEFINITION OF INDEPENDENCE. ALL VOTING MEMBERS OF PAF'S EXECUTIVE BOARD OF DIRECTORS WERE INDEPENDENT IN FY2023/2024. PAF'S GOVERNANCE COMMITTEE OF THE BOARD OF DIRECTORS IS CHARGED WITH OVERSEEING, MONITORING, AND ENFORCING COMPLIANCE WITH BOARD STANDARDS OF CONDUCT AND DUTIES, INCLUDING, BUT NOT LIMITED TO COI, SELF-DEALING, CODE OF CONDUCT, CONFIDENTIALITY, AND COMPENSATION. THEY ARE CHARGED WITH THE REVIEW AND DETERMINATIONS OF COI'S AND DIRECTOR'S INDEPENDENCE ANNUALLY. ADDITIONAL PROVISIONS TO ENSURE INDEPENDENCE THAT HAVE BEEN ADOPTED BY PAF INCLUDE; THE DIRECTOR, NOR IMMEDIATE FAMILY MEMBER OF THE DIRECTOR, CAN BE A DONOR TO PAF'S CPR PROGRAM OR A DIRECTOR, OFFICER OR EMPLOYEE OF A DONOR TO PAF'S CPR PROGRAM; A DIRECTOR CANNOT BE A FORMER DIRECTOR, OFFICER OR EMPLOYEE OF A DONOR TO PAF'S CPR PROGRAM MAINTAINING AN ONGOING RELATIONSHIP WITH SUCH DONOR (VIA CONSULTING OR OTHERWISE); A DIRECTOR CANNOT BE AN IMMEDIATE FAMILY MEMBER OR FORMER DIRECTOR, OFFICER OR EMPLOYEE OF A DONOR TO PAF'S CPR PROGRAM AND SUCH IMMEDIATE FAMILY MEMBER MAINTAINS AN ONGOING RELATIONSHIP WITH SUCH DONOR (VIA CONSULTING OR OTHERWISE). THE COMMITTEE IN FY2023/2024 CONSISTED OF EIGHT (8) INDEPENDENT MEMBERS OF THE PAF BOARD OF DIRECTORS. PER POLICY, PAF'S BOARD DOES NOT INCLUDE ANY EMPLOYEE AND/OR BOARD MEMBERS OF A DONOR ORGANIZATION, THUS, ELIMINATING THE INFLUENCE OF A DONOR FROM THE GOVERNING BODY OF PAF. MOREOVER, NO DONOR HAS THE AUTHORITY TO APPOINT DIRECTORS TO THE PAF BOARD. IN THIS REGARD, PAF IS STRIKINGLY DIFFERENT FROM A PRIVATE FOUNDATION WHERE IT IS COMMONPLACE FOR THE GOVERNING BODY TO BE COMPRISED OF MAJOR CONTRIBUTORS, MEMBERS CHOSEN BY MAJOR CONTRIBUTORS AND/OR FAMILY MEMBERS AFFILIATED TO THE FOUNDATION, OR BOTH.
FORM 990, SCH A, PART II, SECTION C, LINE 17A, FACTS AND CIRCUMSTANCES TEST	CONTINUED FROM SCHEDULE O (G) 4. AVAILABILITY OF PUBLIC FACILITIES OR SERVICES; PUBLIC PARTICIPATION IN PROGRAMS OR POLICIES PAF'S PROGRAMS ARE DESIGNED FOR, AND AVAILABLE TO, THE GENERAL PUBLIC AND THE ORGANIZATION'S OPERATIONAL MODELS SUPPORT BROAD AVAILABILITY OF AND ACCESS TO PAF'S PATIENT SERVICES INCLUDING CASE MANAGEMENT SUPPORT, FINANCIAL AID FUNDS, THE CO-PAY RELIEF PROGRAM, PATIENT EDUCATION AND ADVOCACY PROGRAMS AND HEALTH EQUITY PROGRAMMING. OVER THE COURSE OF THE ORGANIZATION'S HISTORY, PAF HAS CONTINUOUSLY OFFERED PATIENT SERVICE PROGRAMS TO THE PUBLIC. THERE HAS BEEN A GREAT DEAL OF TIME AND ENERGY DEDICATED TO THE PROMOTION OF THE PROGRAMS OFFERED BY PAF AS IT IS A KEY PRIORITY OF THE ORGANIZATION THAT THE PROGRAMS REACH ANYONE WHO NEEDS THEM. IN FY2023/2024, PAF SERVED 187,427 PEOPLE, LIVING IN ALL 50 STATES AND US TERRITORIES, SUFFERING WITH OVER 650 VARIOUS CHRONIC, DEBILITATING AND/OR CRITICAL DISEASES. REFERRALS INTO PAF PROGRAMS COME FROM THOUSANDS OF SOURCES, WITH OTHER CHARITABLE NON-PROFIT ORGANIZATIONS AND HEALTHCARE PROFESSIONS, INCLUDING NURSES, SOCIAL WORKERS AND FINANCIAL COUNSELORS, TOPPING THE LIST WITH THE GREATEST FREQUENCY OF REFERRALS, AS DOCUMENTED IN THE PAF PATIENT PROGRAM DATABASES AND ANNUAL IMPACT REPORT (HTTPS://WWW.PATIENTADVOCATE.ORG/WP-CONTENT/UPLOADS/2023_ANNUALIMPACTREP ORT.WEB_.PDF ). EACH PATIENT SERVED BY PAF NEEDED ASSISTANCE WITH ACCESS TO CARE AND AFFORDABILITY ISSUES, INCLUDING COST OF LIVING CHALLENGES THAT THEY FACED DUE TO THEIR ILLNESS. PATIENTS ARE EDUCATED ABOUT THE AVAILABILITY OF THE PAF PROGRAMS THROUGH MANY CHANNELS INCLUDING, BUT NOT LIMITED TO, MULTI-MEDIA (EARNED AND PAID), OTHER NON-PROFIT, DISEASE SPECIFIC ORGANIZATIONS, PROVIDERS, PHARMACIES, SOCIAL WORKERS, FINANCIAL COUNSELORS, SOCIAL SERVICES, GOVERNMENT AGENCIES AND OTHER PATIENTS SERVED PREVIOUSLY BY PAF. IN FY2023/2024 PAF REACHED 1,374,203 OF ITS SUBSCRIBERS WITH PERSONALIZED COMMUNICATIONS THAT HAD A 44.6% OVERALL OPEN RATE. PAF UTILIZES VARIOUS PROMOTIONS AND EDUCATION ACTIVITIES TO ENSURE THAT THERE IS BROAD AWARENESS IN THE GENERAL PUBLIC, AND AMONG THOSE HEALTHCARE STAKEHOLDERS CARING FOR THE SICK AND DISABLED, OF THE FOUNDATION'S PATIENT PROGRAMS INCLUDING, BUT NOT LIMITED TO: REGULAR EMAIL COMMUNICATIONS TO THE PAF LIST SERVE; INCLUSIVE OF THOUSANDS OF PROVIDERS, PHARMACIES, NON-PROFIT ORGANIZATIONS, PATIENTS, FAMILIES, AND CAREGIVERS WHO HAVE UTILIZED PAF PROGRAMS REGULAR POSTS ON THE PAF FACEBOOK PAGE; INCLUSIVE OF PROGRAM AND PATIENT RESOURCE INFORMATION. DEVELOPMENT AND MAINTENANCE OF PAF AND CPR WEBSITES; INCLUSIVE OF EXTENSIVE PATIENT EDUCATION MATERIALS AND RESOURCE DIRECTORIES/ONLINE TOOLS. ROUTINE PARTICIPATION IN LOCAL, REGIONAL, AND NATIONAL OUTREACH EVENTS; INCLUDING EXHIBITING AT CONFERENCES, SPEAKING ENGAGEMENTS, AND TRAINING SESSIONS FOR OTHER AGENCIES. ROUTINE DELIVERY OF "THE SPOTLIGHT," AN EDUCATIONAL SERIES DESIGNED TO ADDRESS CONCEPTS RELATED TO VARIOUS HEALTHCARE/INSURANCE AND/OR ENTITLEMENT PROGRAMS, DEVELOPMENT AND RELEASE OF PAF TOPIC-BASED STORY BOARDS AD PLACEMENTS ON SOCIAL CHANNELS INCLUDING FACEBOOK AND YOUTUBE AD AND PSA PLACEMENTS ON IHEART RADIO PUBLISHING AND DISSEMINATION OF THE PAF ANNUAL IMPACT REPORT LINKS FROM AND TO VARIOUS NON-PROFIT PATIENT ORGANIZATIONS WEBSITES AND PAF'S WEBSITES AND ONLINE RESOURCE TOOLS. ONGOING RELATIONSHIP DEVELOPMENT AND MAINTENANCE WITH DISEASE SPECIFIC NON-PROFIT ORGANIZATIONS THAT SERVE THE PATIENTS FOR WHICH WE HAVE PROGRAMS AVAILABLE TO ENSURE THEY ARE CONNECTING PATIENTS TO OUR PROGRAMS AS THEY NEED OUR SUPPORT. DEVELOPMENT OF THE PATIENT PARTNER FOR EQUITY PROGRAM AND DISTRIBUTION OF ASSOCIATED NEWSLETTER DISTRIBUTION OF PUBLIC PRESS RELEASES TO ANNOUNCE THE ADDITION OF NEW PATIENT PROGRAMS AND/OR EXPANSION OF EXISTING PROGRAMS. INCLUSION IN EARNED MEDIA STORIES; PROFILES OF PAF PROGRAMS AND PATIENTS SERVED BY PAF SUMMARY IN SUMMARY, PATIENT ADVOCATE FOUNDATION EMBODIES ALL THE CHARACTERISTICS OF A PUBLICLY SUPPORTED ORGANIZATION, BASED ON THE FACTS AND CIRCUMSTANCES TEST DESCRIBED IN SECTION 1.170A-9(E) (3) OF THE TREASURY REGULATIONS. PAF DEMONSTRATES, IN POLICY AND PRACTICE, THAT ITS OPERATIONS ARE FREE FROM THE INFLUENCE AND CONTROL OF ITS DONORS, FURTHER, THERE IS NO EVIDENCE THAT A SMALL GROUP OF DONORS CONTROL PAF; RATHER, PAF IS A DIVERSE, COMPLEX PATIENT SUPPORT ORGANIZATION THAT HAS OPERATED AS A PUBLICLY SUPPORTED ORGANIZATION. PAF CONTINUES TO OPERATE CONGRUENTLY WITH A PUBLICLY SUPPORTED ORGANIZATION, GARNERING SUPPORT FROM A BROAD CROSS SECTION OF DONORS, INCLUDING THE GOVERNMENT, OTHER PUBLIC CHARITIES, AND THE GENERAL PUBLIC, WITH A REPRESENTATIVE GOVERNING BODY. PAF CONTINUES ITS DILIGENCE IN SEEKING NEW SOURCES OF SUPPORT FROM THE GENERAL PUBLIC AS WELL AS OTHER ORGANIZATIONS AND GOVERNMENTAL AGENCIES. ACCORDINGLY, THE FOUNDATION QUALIFIES AS A "PUBLICLY SUPPORTED ORGANIZATION AS DESCRIBED IN SECTION 170(B) (1) (A) (VI).

For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.

Cat. No. 51056K

Schedule O (Form 990) 2023

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE R
(Form 990)

Department of the Treasury
Internal Revenue Service

Related Organizations and Unrelated Partnerships

Complete if the organization answered "Yes" on Form 990, Part IV, line 33, 34, 35b, 36, or 37.
Attach to Form 990.
Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

2023

Open to Public Inspection

Name of the organization

PATIENT ADVOCATE FOUNDATION

Employer identification number

54-1806317

Part I

Identification of Disregarded Entities. Complete if the organization answered "Yes" on Form 990, Part IV, line 33.

(a) Name, address, and EIN (if applicable) of disregarded entity	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Total income	(e) End-of-year assets	(f) Direct controlling entity

Part II

Identification of Related Tax-Exempt Organizations. Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related tax-exempt organizations during the tax year.

(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Exempt Code section	(e) Public charity status (if section 501(c)(3))	(f) Direct controlling entity	(g) Section 512(b)(13) controlled entity?
(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Exempt Code section	(e) Public charity status (if section 501(c)(3))	(f) Direct controlling entity	Yes	No
(1)NATIONAL PATIENT ADVOCATE FOUNDATION (NPAF) 725 15TH STREET WASHINGTON,DC20005 54-1839226	SEEKS TO REMOVE OBSTACLES TO HEALTHCARE ACCESS FOR PATIENTS	VA	501(C)(3)	LINE 12B, II	NPAF IS THE SISTER ORGANIZATION TO PAF DRBALCH IS CEO OF AND PAID BY BOTH		No

For Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 50135Y

Schedule R (Form 990) 2023

Page 2

Part III

Identification of Related Organizations Taxable as a Partnership. Complete if the organization answered "Yes" on Form 990, Part IV, line 34, because it had one or more related organizations treated as a partnership during the tax year.

(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Direct controlling entity	(f) Share of total income	(g) Share of end-of-year assets	(h) Disproprtionate allocations?		(i) Code V-UBI amount in box 20 of Schedule K-1 (Form 1065)	(j) General or managing partner?		(k) Percentage ownership
(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Direct controlling entity	(f) Share of total income	(g) Share of end-of-year assets	Yes	No	(i) Code V-UBI amount in box 20 of Schedule K-1 (Form 1065)	Yes	No	(k) Percentage ownership

Part IV

Identification of Related Organizations Taxable as a Corporation or Trust. Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related organizations treated as a corporation or trust during the tax year.

(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Direct controlling entity	(e) Type of entity (C corp, S corp, or trust)	(f) Share of total income	(g) Share of end-of-year assets	(h) Percentage ownership	(i) Section 512(b)(13) controlled entity?
(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Direct controlling entity	(e) Type of entity (C corp, S corp, or trust)	(f) Share of total income	(g) Share of end-of-year assets	(h) Percentage ownership	Yes	No

Schedule R (Form 990) 2023

Page 3

Part V

Transactions With Related Organizations. Complete if the organization answered "Yes" on Form 990, Part IV, line 34, 35b, or 36.

Note. Complete line 1 if any entity is listed in Parts II, III, or IV of this schedule.

Yes

1 During the tax year, did the orgranization engage in any of the following transactions with one or more related organizations listed in Parts II-IV?

a Receipt of (i) interest, (ii) annuities, (iii) royalties, or (iv) rent from a controlled entity .....................

b Gift, grant, or capital contribution to related organization(s) ............................

Yes

c Gift, grant, or capital contribution from related organization(s) ............................

d Loans or loan guarantees to or for related organization(s) ............................

e Loans or loan guarantees by related organization(s) ............................

f Dividends from related organization(s) ............................

g Sale of assets to related organization(s) ............................

h Purchase of assets from related organization(s) ............................

i Exchange of assets with related organization(s) ............................

j Lease of facilities, equipment, or other assets to related organization(s) .......................

k Lease of facilities, equipment, or other assets from related organization(s) ......................

l Performance of services or membership or fundraising solicitations for related organization(s) .....................

Yes

m Performance of services or membership or fundraising solicitations by related organization(s) .................

Yes

n Sharing of facilities, equipment, mailing lists, or other assets with related organization(s) ...................

Yes

o Sharing of paid employees with related organization(s) ............................

Yes

p Reimbursement paid to related organization(s) for expenses ............................

Yes

q Reimbursement paid by related organization(s) for expenses ............................

Yes

r Other transfer of cash or property to related organization(s) ............................

s Other transfer of cash or property from related organization(s) ............................

If the answer to any of the above is "Yes," see the instructions for information on who must complete this line, including covered relationships and transaction thresholds.

(a) Name of related organization	(b) Transaction type (a-s)	(c) Amount involved
(1) NATIONAL PATIENT ADVOCATE FOUNDATION	B	200,000
(2) NATIONAL PATIENT ADVOCATE FOUNDATION	M	780,000
(3) NATIONAL PATIENT ADVOCATE FOUNDATION	O	597,072
(4) NATIONAL PATIENT ADVOCATE FOUNDATION	P	14,336
(5) NATIONAL PATIENT ADVOCATE FOUNDATION	Q	28,220

Schedule R (Form 990) 2023

Page 4

Part VI

Unrelated Organizations Taxable as a Partnership. Complete if the organization answered "Yes" on Form 990, Part IV, line 37.

Provide the following information for each entity taxed as a partnership through which the organization conducted more than five percent of its activities (measured by total assets or gross revenue) that was not a related organization. See instructions regarding exclusion for certain investment partnerships.

(a) Name, address, and EIN of entity	(b) Primary activity	(c) Legal domicile (state or foreign country)	(e) Are all partners section 501(c)(3) organizations?		(f) Share of total income	(g) Share of end-of-year assets	(h) Disproprtionate allocations?		(i) Code V-UBI amount in box 20 of Schedule K-1 (Form 1065)	(j) General or managing partner?		(k) Percentage ownership
(a) Name, address, and EIN of entity	(b) Primary activity	(c) Legal domicile (state or foreign country)	Yes	No	(f) Share of total income	(g) Share of end-of-year assets	Yes	No	(i) Code V-UBI amount in box 20 of Schedule K-1 (Form 1065)	Yes	No	(k) Percentage ownership

Schedule R (Form 990) 2023

Page 5

Part VII

Supplemental Information

Provide additional information for responses to questions on Schedule R. See instructions.

Return Reference	Explanation

Schedule R (Form 990) 2023

Additional Data

Software ID:
Software Version:

		Prior Year	Current Year
8	Contributions and grants (Part VIII, line 1h) .........	256,660,272	222,896,128
9	Program service revenue (Part VIII, line 2g) .........	10,889,711	8,198,468
10	Investment income (Part VIII, column (A), lines 3, 4, and 7d ) ....	8,793,628	12,517,783
11	Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e)	-69,423	-134,207
12	Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12)	276,274,188	243,478,172
13	Grants and similar amounts paid (Part IX, column (A), lines 1–3 )...	305,058,200	245,914,293
14	Benefits paid to or for members (Part IX, column (A), line 4).....	0	0
15	Salaries, other compensation, employee benefits (Part IX, column (A), lines 5–10)	19,694,827	18,831,372
16a	Professional fundraising fees (Part IX, column (A), line 11e) .....	0	0
b	Total fundraising expenses (Part IX, column (D), line 25) 1,271,422
17	Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e)....	8,448,271	9,461,967
18	Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25)	333,201,298	274,207,632
19	Revenue less expenses. Subtract line 18 from line 12.......	-56,927,110	-30,729,460
		Beginning of Current Year	End of Year
20	Total assets (Part X, line 16).............	345,144,684	313,168,594
21	Total liabilities (Part X, line 26).............	33,351,723	31,994,671
22	Net assets or fund balances. Subtract line 21 from line 20.....	311,792,961	281,173,923

Sign Here

	Signature of officer	Date

	Type or print name and title


4a	(Code: ) (Expenses $ 254,259,395 including grants of $ 245,801,793 ) (Revenue $ )
	FINANCIAL SUPPORT PROGRAMSFOR OVER 20 YEARS, 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 2023/2024 PAF'S CO-PAY RELIEF PROGRAM EXPANDED ITS IMPACT THROUGH THE ADDITION OF FOUR (4) NEW GENERAL FUNDS, ASSISTING PATIENTS IN FIVE (5) NEW HEALTH EQUITY (HE) FUNDS AND FORTY-NINE (49) EXISTING FUNDS INCLUDING:ACROMEGALY, ACUTE MYELOID LEUKEMIA, ALZHEIMER'S DISEASE HE, AMYLOIDOSIS, ASTHMA, BILE DUCT CANCER, BREAST CANCER, BREAST CANCER HE, CANCER GENETIC & GENOMIC TESTING, CERVICAL CANCER, CHRONIC OBSTRUCTIVE PULMONARY DISEASE HE, CORONARY ARTERY DISEASE HE, COVID-19 & POST COVID CONDITIONS, CYSTIC FIBROSIS, DIABETES, DIABETES HE, DIABETES TYPE 2 HE, GAUCHER DISEASE, GAUCHER DISEASE HE, HEART FAILURE HE, HEMOPHILIA, HEPATITIS B, 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, MULTIPLE MYELOMA, MULTIPLE MYELOMA HE, MULTIPLE SCLEROSIS, MULTIPLE SCLEROSIS HE, MYELODYSPLASTIC SYNDROMES, NON-SMALL CELL LUNG CANCERS, NON-SMALL CELL LUNG CANCERS HE, OVARIAN CANCER, OVARIAN CANCER HE, PANCREATIC CANCER, PARKINSON'S DISEASE HE, PERIODIC PARALYSIS, PROSTATE CANCER, PROSTATE CANCER HE, PULMONARY FIBROSIS, PULMONARY HYPERTENSION, RENAL CELL CARCINOMA, RHEUMATOID ARTHRITIS, SMALL CELL LUNG CANCER, SOCIAL NEEDS ASSESSMENT & INTERVENTION FUND, SPINAL MUSCULAR ATROPHY, SPINAL MUSCULAR ATROPHY HE, THYROID EYE DISEASE AND VIROLOGY TESTING HE.PAF'S CO-PAY RELIEF PROGRAM ESTABLISHED HEALTH EQUITY FUNDS IN 2022, A NEW 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 CDC'S SOCIAL VULNERABILITY INDEX (SVI) AND CDC DISEASE INCIDENCE DATA, OUR HEALTH EQUITY FUNDS SERVE PEOPLE LIVING IN 220 COUNTIES ACROSS THE UNITED STATES THAT HAVE BEEN IDENTIFIED BY THE CDC 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 220 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 OUR GENERAL FUNDS. IN FY2023/2024, ESTABLISHED FIVE (5) NEW HEALTH EQUITY FUNDS INCLUDING: GAUCHER DISEASE HE, LUPUS HE, MULTIPLE SCLEROSIS HE, SPINAL MUSCULAR ATROPHY HE AND DIABETES TYPE 2 HE. PAF HAS PROVIDED NEARLY 10,000 PATIENTS WITH ASSISTANCE THROUGH THE HE 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. AS WELL, CPR OFFERS TWO DEDICATED, SECURED WEBSITES FOR MEDICAL PROVIDERS AND PHARMACY REPRESENTATIVES 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 FY2023/2024, THE FOUNDATION ADMINISTERED CO-PAYMENT ASSISTANCE TO 75,629 QUALIFIED PATIENTS THROUGH 58 ASSISTANCE FUNDS AVAILABLE THROUGH THE CO-PAY RELIEF PROGRAM. THE PROGRAM STAFF FIELDED 194,142 TELEPHONE CALLS AND PROCESSED CLAIMS TOTALING OVER $243,377,348 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 753,000 INDIVIDUALS ALLOCATING $2.4 BILLION DOLLARS IN CO-PAYMENT AWARDS.PAF ALSO ADMINISTERED A SUITE OF FIFTEEN (15) SMALL GRANT PROGRAMS IN FY2023/2024 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 A CHRONIC OR CRITICAL DISEASE. IN FY2023/2024, PROGRAM STAFF FIELDED 21,111 TELEPHONE CALLS AND SUCCESSFULLY PROVIDED ONE-TIME SMALL GRANTS TO 2,445 PATIENTS, TOTALING $5,158,800 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: 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 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 FOUNDATION SOUTHEASTERN VIRGINA FINANCIAL AID FUND: SERVING PATIENTS DIAGNOSED WITH ARDS, TSS AND/OR SEPSIS THAT RESIDE 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 THE 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: SERVING PEDIATRIC PATIENTS DIAGNOSED WITH BRAIN CANCER. NATIONAL OVARIAN CANCER COALITION CLINICAL TRAIL FUND: SERVING PATIENTS THAT HAVE BEEN DIAGNOSED WITH OVARIAN CANCER, FALLOPIAN TUBE CANCER OR PERITONEAL CANCER AND ARE PARTICIPATING IN A CLINICAL TRIAL, 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 COST-OF-LIVING EXPENSES. OKLAHOMA TRANSPORTATION FINANCIAL AID FUND: SERVING PATIENTS THAT HAVE BEEN DIAGNOSED WITH PROSTATE CANCER AND RESIDE IN OKLAHOMA. THE PEDIATRIC AMINO ACID & METABOLIC FORMULAS EMERGENCY ASSISTANCE FUND: SERVING FAMILIES WHO HAVE EXPERIENCED UNEXPECTED COSTS RELATED TO AN IN-PATIENT HOSPITALIZATION OR EMERGENCY ROOM VISIT OF A CHILD WHO IS RELIANT ON AMINO ACID-BASED OR METABOLIC BASED FORMULAS FOR NUTRITION. THYROID EYE DISEASE: SUPPORTS PATIENTS WHO ARE BEING EVALUATED, UNDERGOING TREATMENT, OR RECEIVING FOLLOW UP CARE FOR PROSTATE CANCER. IN FY2022/2023, 1,641 PATIENTS RECEIVED FINANCIAL RELIEF FROM SIXTEEN (16) FINANCIAL FUNDS, TOTALING $2,267,500.

4b	(Code: ) (Expenses $ 7,938,964 including grants of $ ) (Revenue $ 8,077,956 )
	NON-PROFIT SERVICE AGREEMENTSIN 2009, THE FOUNDATION ENTERED INTO A TRANSPARENT SERVICE ADMINISTRATION AGREEMENT WITH A NATIONAL NONPROFIT ORGANIZATION. THE FOUNDATION HAS BEEN ENGAGED TO PROVIDE FULL SERVICE, TRANSPARENT ADMINISTRATION SERVICES TO QUALIFIED PATIENTS THAT ENTER THEIR CO-PAY ASSISTANCE AND PATIENT FINANCIAL AID PROGRAMS. THE FOUNDATION CONTINUED TO PROVIDE THIS CONTRACTUAL SERVICE DURING 2024 AND 2023. THE FOUNDATION ADMINISTERED SERVICES TO 70,982 AND 69,619 PATIENTS IN 2024 AND 2023, RESPECTIVELY, THROUGH THIS SERVICE AGREEMENT.

4c	(Code: ) (Expenses $ 7,719,040 including grants of $ 112,500 ) (Revenue $ 120,512 )
	CASE MANAGEMENT SERVICESFOR 28 YEARS, THE FOUNDATION HAS PROVIDED CASE MANAGEMENT INTERVENTIONS FOR CRITICALLY OR CHRONICALLY ILL PATIENTS ACROSS THE NATION. OUR 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 FY23/24, THE FOUNDATION'S CASE MANAGEMENT STAFF DIRECTLY ASSISTED OR ADVOCATED FOR 14,028 INDIVIDUALS, COLLECTIVELY LIVING WITH 635 UNIQUE DISEASES. ON AVERAGE, EACH CASE INVOLVED 30 CONTACTS WITH RELEVANT STAKEHOLDERS TO ACHIEVE RESOLUTION, TOTALING 425,825 UNIQUE INTERACTIONS. THE AVERAGE CONTACTS PER CASE INCREASED 20% OVER FY23/24. THIS EFFORT RESULTED IN AN AVERAGE DEBT RELIEF OR PATIENT SAVINGS OF $1,294 PER CASE.IN ADDITION TO THESE SERVICES, PAF DISTRIBUTED 2,542 EDUCATIONAL PUBLICATIONS TO PATIENTS AND THOSE SEEKING INFORMATION. THE FOUNDATION OPERATES A DIVERSE PORTFOLIO OF 27 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.

4d	Other program services (Describe in Schedule O.)
	(Expenses $ including grants of $ ) (Revenue $ )
4e	Total program service expenses269,917,399

(A) Name and title	(B) Average hours per week (list any hours for related organizations below dotted line)	(C) Position (do not check more than one box, unless person is both an officer and a director/trustee)	(D) Reportable compensation from the organization (W-2/1099-MISC/1099-NEC)	(E) Reportable compensation from related organizations (W-2/1099-MISC/1099-NEC)	(F) Estimated amount of other compensation from the organization and related organizations
(A) Name and title
(18) MAUREEN CULBERTSON........................................................................ BOARD MEMBER	1.00 .......................1.00	X	0	0	0
(19) ROBERT WINN MD........................................................................ BOARD MEMBER	1.00 .......................1.00	X	0	0	0
(20) DANIEL PRESS PHD........................................................................ BOARD MEMBER	1.00 .......................1.00	X	0	0	0
(21) VEENA SHANKARAN MD........................................................................ BOARD MEMBER	1.00 .......................	X	0	0	0
(22) DAVID WHITE........................................................................ BOARD MEMBER	1.00 .......................1.00	X	0	0	0
(23) REGINALD TUCKER-SEELEY MA SCM SCD........................................................................ BOARD MEMBER	1.00 .......................1.00	X	0	0	0

1b	Sub-Total..............
c	Total from continuation sheets to Part VII, Section A..
d	Total (add lines 1b and 1c).........	1,869,048	125,000	132,928

1	Briefly describe the organization’s mission or most significant activities: PATIENT ADVOCATE FOUNDATION (PAF) IS A NATIONAL 501 (C)(3) NON-PROFIT ORGANIZATION THAT PROVIDES PROFESSIONAL CASE MANAGEMENT AND FINANCIAL AID ASSISTANCE TO AMERICANS WITH CHRONIC, LIFE THREATENING AND DEBILITATING ILLNESSES. PAF CASE MANAGERS SERVE AS ACTIVE LIAISONS BETWEEN THE PATIENT AND THEIR INSURER, EMPLOYER AND/OR CREDITORS TO RESOLVE INSURANCE, JOB RETENTION AND/OR DEBT CRISIS MATTERS AS THEY RELATE TO THEIR DIAGNOSIS. PATIENT ADVOCATE FOUNDATION SEEKS TO SAFEGUARD PATIENTS THROUGH EFFECTIVE MEDIATION ASSURING ACCESS TO CARE, MAINTENANCE OF EMPLOYMENT AND PRESERVATION OF THEIR FINANCIAL STABILITY.
2	Check this box
3	Number of voting members of the governing body (Part VI, line 1a) ........	3	15
4	Number of independent voting members of the governing body (Part VI, line 1b) .....	4	15
5	Total number of individuals employed in calendar year 2023 (Part V, line 2a) ......	5	280
6	Total number of volunteers (estimate if necessary) .............	6	0
7a	Total unrelated business revenue from Part VIII, column (C), line 12 ........	7a	0
b	Net unrelated business taxable income from Form 990-T, Part I, line 11 .........	7b	0

1a	Federated campaigns..		1a
b	Membership dues..		1b	50,000
c	Fundraising events..		1c	155,851
d	Related organizations		1d
e	Government grants (contributions)		1e	907,754

f	All other contributions, gifts, grants, and similar amounts not included above		1f	221,782,523

g	Noncash contributions included in lines 1a - 1f:$		1g	19,695

h Total. Add lines 1a-1f.......		222,896,128

		Business Code
2a	NON-PROFIT PROGRAM SERVICE ADMINI	541900	8,077,956	8,077,956
b	SCHOLARSHIP GRANT REVENUE	541900	120,512	120,512
c
d
e
f	All other program service revenue.
g	Total. Add lines 2a–2f .....		8,198,468

3 Investment income (including dividends, interest, and othersimilar amounts) ......			12,534,309			12,534,309
4 Income from investment of tax-exempt bond proceeds
5 Royalties...........
			(i) Real	(ii) Personal
6a	Gross rents	6a
b	Less: rental expenses	6b
c	Rental income or (loss)	6c
d	Net rental income or (loss).......
			(i) Securities	(ii) Other
7a	Gross amount from sales of assets other than inventory	7a
b	Less: cost or other basis and sales expenses	7b		16,526
c	Gain or (loss)	7c		-16,526
d	Net gain or (loss).........			-16,526			-16,526
8a	Gross income from fundraising events (not including $ 155,851of contributions reported on line 1c). See Part IV, line 18 ....
			8a	-6,379
b	Less: direct expenses ...		8b	127,828
c	Net income or (loss) from fundraising events..			-134,207			-134,207
9a	Gross income from gaming activities. See Part IV, line 19 ...
			9a
b	Less: direct expenses ...		9b
c	Net income or (loss) from gaming activities..
10a	Gross sales of inventory, less returns and allowances ..
			10a
b	Less: cost of goods sold ..		10b
c	Net income or (loss) from sales of inventory..

Business Code
11a
b
c
d	All other revenue ....
e	Total. Add lines 11a–11d ......
12	Total revenue. See instructions.....			243,478,172	8,198,468	0	12,383,576

1	Grants and other assistance to domestic organizations and domestic governments. See Part IV, line 21 ....
2	Grants and other assistance to domestic individuals. See Part IV, line 22 ...........	245,914,293	245,914,293
3	Grants and other assistance to foreign organizations, foreign governments, and foreign individuals. See Part IV, lines 15 and 16. .............
4	Benefits paid to or for members .......
5	Compensation of current officers, directors, trustees, and key employees ...........	961,276	440,746	382,463	138,067
6	Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) .........
7	Other salaries and wages........	14,694,327	13,074,868	784,563	834,896
8	Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) ....	447,669	402,677	21,462	23,530
9	Other employee benefits .......	1,624,233	1,467,504	106,638	50,091
10	Payroll taxes ...........	1,103,867	1,041,158	32,459	30,250
11	Fees for services (non-employees):
a	Management ......
b	Legal .........	165,447		165,447
c	Accounting ...........	238,150	27,500	210,650
d	Lobbying ...........	980,000		980,000
e	Professional fundraising services. See Part IV, line 17
f	Investment management fees ......
g	Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O)	1,786,099	1,786,099
12	Advertising and promotion ....
13	Office expenses .......	1,594,768	1,436,905	114,403	43,460
14	Information technology ......	1,207,438	1,131,822	42,641	32,975
15	Royalties ..
16	Occupancy ...........	722,525	664,724	36,126	21,675
17	Travel ............	155,292	46,812	491	107,989
18	Payments of travel or entertainment expenses for any federal, state, or local public officials .
19	Conferences, conventions, and meetings ....	124,999	138,869	3,101	-16,971
20	Interest ...........
21	Payments to affiliates .......
22	Depreciation, depletion, and amortization ..	1,611,261	1,601,085	5,125	5,051
23	Insurance ...	146,179	12,528	133,242	409
24	Other expenses. Itemize expenses not covered above (List miscellaneous expenses in line 24e. If line 24e amount exceeds 10% of line 25, column (A) amount, list line 24e expenses on Schedule O.)
a	PROGRAM GRANT EXPENSES	729,809	729,809
b
c
d
e	All other expenses
25	Total functional expenses. Add lines 1 through 24e	274,207,632	269,917,399	3,018,811	1,271,422
26	Joint costs. Complete this line only if the organization reported in column (B) joint costs from a combined educational campaign and fundraising solicitation. Check here if following SOP 98-2 (ASC 958-720).

1	Cash–non-interest-bearing ........			39,923,118	1	14,546,938
2	Savings and temporary cash investments .........			282,767,681	2	264,355,850
3	Pledges and grants receivable, net ......			4,402,716	3	17,034,563
4	Accounts receivable, net .............			3,799,845	4	3,140,397
5	Loans and other receivables from any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons .......
					5
6	Loans and other receivables from other disqualified persons (as defined under section 4958(f)(1)), and persons described in section 4958(c)(3)(B) ...
					6
7	Notes and loans receivable, net ...........				7
8	Inventories for sale or use ............			81,938	8	93,296
9	Prepaid expenses and deferred charges ......			427,186	9	644,034
10a	Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D	10a	10,380,736
b	Less: accumulated depreciation	10b	5,013,559	5,476,000	10c	5,367,177
11	Investments—publicly traded securities .			2,091,829	11	2,333,096
12	Investments—other securities. See Part IV, line 11 .....				12
13	Investments—program-related. See Part IV, line 11 ..				13
14	Intangible assets ...............				14
15	Other assets. See Part IV, line 11 ...........			6,174,371	15	5,653,243
16	Total assets. Add lines 1 through 15 (must equal line 33)...			345,144,684	16	313,168,594

17	Accounts payable and accrued expenses .....	4,822,335	17	5,072,565
18	Grants payable ...		18
19	Deferred revenue .........	19,262,923	19	18,360,154
20	Tax-exempt bond liabilities .........		20
21	Escrow or custodial account liability. Complete Part IV of Schedule D		21
22	Loans and other payables to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons .........
			22
23	Secured mortgages and notes payable to unrelated third parties ..		23
24	Unsecured notes and loans payable to unrelated third parties ..		24
25	Other liabilities (including federal income tax, payables to related third parties, and other liabilities not included on lines 17 - 24). Complete Part X of Schedule D	9,266,465	25	8,561,952
26	Total liabilities. Add lines 17 through 25..	33,351,723	26	31,994,671

	Organizations that follow FASB ASC 958, check here and complete lines 27, 28, 32, and 33.
27	Net assets without donor restrictions ..........	33,874,239	27	34,953,701
28	Net assets with donor restrictions ...........	277,918,722	28	246,220,222
	Organizations that do not follow FASB ASC 958, check here and complete lines 29 through 33.
29	Capital stock or trust principal, or current funds .....		29
30	Paid-in or capital surplus, or land, building or equipment fund ...		30
31	Retained earnings, endowment, accumulated income, or other funds		31
32	Total net assets or fund balances ...........	311,792,961	32	281,173,923
33	Total liabilities and net assets/fund balances ........	345,144,684	33	313,168,594