2026-01-26T10:10:12-06:00 2025-06-30 540504608 BROWN EDWARDS & COMPANY LLP 701 TOWN CENTER DRIVE SUITE 700 NEWPORT NEWS VA 23606 990 2024-07-01 541806317 PATIENT ADVOCATE FOUNDATION PATI 8005325274 421 BUTLER FARM ROAD HAMPTON VA 23666 DR ALAN J BALCH CHIEF EXECUTIVE OFFICER 7578736668 2026-01-13 1 0 JACOB REEVES P01875186 7578731033 2026-01-13 2024 2025-03-06 01:10:19Z DR ALAN J BALCH 421 BUTLER FARM ROAD HAMPTON VA 23666 133892696 0 X WWW.PATIENTADVOCATE.ORG X 1996 VA 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. 14 14 280 0 0 0 222896128 117451302 8198468 7426500 12517783 9006214 -134207 -110076 243478172 133773940 245914293 176246851 0 0 18831372 20498702 0 0 1567158 9461967 9099512 274207632 205845065 -30729460 -72071125 313168594 234459658 31994671 25435042 281173923 209024616 X PATIENT ADVOCATE FOUNDATION (PAF) IS A NATIONAL 501 (C)(3) NON-PROFIT ORGANIZATION THAT PROVIDES PROFESSIONAL CASE MANAGEMENT AND FINANCIAL AID SERVICES 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. 0 0 184979625 176139541 FINANCIAL SUPPORT PROGRAMSSINCE 2004, PAF'S CO-PAY RELIEF PROGRAM (CPR) HAS PROVIDED FINANCIAL ASSISTANCE FOR CO-PAYMENTS, CO-INSURANCE AND DEDUCTIBLES REQUIRED BY A PATIENT'S INSURER FOR MEDICATIONS PRESCRIBED TO TREAT AND/OR MANAGE THE PATIENT'S DISEASE.IN FY 2024/2025 PAF'S CO-PAY RELIEF PROGRAM EXPANDED ITS IMPACT THROUGH THE ADDITION OF NINE (9) NEW GENERAL FUNDS, ASSISTING PATIENTS IN TWO (2) NEW HEALTH EQUITY (HE) FUNDS AND SIXTY (60) EXISTING FUNDS INCLUDING:ACROMEGALY, ACUTE MYELOID LEUKEMIA, ALZHEIMER'S DISEASE HE, AMYLOIDOSIS, ASTHMA, BILE DUCT CANCER, BLADDER CANCER, BREAST CANCER, BREAST CANCER HE, CANCER GENETIC & GENOMIC TESTING, CERVICAL CANCER, CHRONIC OBSTRUCTIVE PULMONARY DISEASE, CORONARY ARTERY DISEASE HE, COVID-19 & POST COVID CONDITIONS, CYSTIC FIBROSIS, DIABETES, DIABETES HE, DIABETES TYPE 2 HE, EOSINOPHILIC ESOPHAGITIS, GAUCHER DISEASE, GAUCHER DISEASE HE, HEART FAILURE HE, HEMOPHILIA, HEMOPHILIA HE, HEPATITIS B, HEPATITIS C, HEPATITIS C HE, HEPATOCELLULAR CARCINOMA, HIV, AIDS & PREVENTION, HIV, AIDS & PREVENTION HE, HOMOZYGOUS FAMILIAL HYPERCHOLESTEROLEMIA, LUPUS, LUPUS HE, MELANOMA, METASTATIC BREAST CANCER, METASTATIC COLORECTAL CANCER, METASTATIC COLORECTAL CANCER HE, METASTATIC PROSTATE CANCER, MUCOPOLYSACCHARIDOSIS III, MUCOPOLYSACCHARIDOSIS VII, MUCOPOLYSACCHARIDOSIS VII HE, MULTIPLE MYELOMA, MULTIPLE MYELOMA HE, MULTIPLE SCLEROSIS, MULTIPLE SCLEROSIS HE, MYELODYSPLASTIC SYNDROMES, NARCOLEPSY, NON-SMALL CELL LUNG CANCERS, NON-SMALL CELL LUNG CANCER HE, OSTEOPOROSIS, OVARIAN CANCER, OVARIAN CANCER HE, PANCREATIC CANCER, PARKINSON'S DISEASE HE, PERIODIC PARALYSIS, PROSTATE CANCER, PROSTATE CANCER HE, PSORIASIS, PSORIATIC ARTHRITIS, PULMONARY FIBROSIS, PULMONARY HYPERTENSION, RHEUMATOID ARTHRITIS, SMALL CELL LUNG CANCER, SOCIAL NEEDS ASSESSMENT & INTERVENTION FUND, SOFT TISSUE SARCOMA, SPINAL MUSCULAR ATROPHY, SPINAL MUSCULAR ATROPHY HE, STOKE, THYROID EYE DISEASE, ULCERATIVE COLITIS, VIROLOGY TESTING HE.PAF'S CO-PAY RELIEF PROGRAM ESTABLISHED HEALTH EQUITY FUNDS IN 2022, A TYPE OF FUND THAT MAKES CPR MORE ACCESSIBLE AND BENEFICIAL FOR PATIENTS WHO NEEDED THE MOST HELP AND ARE NOT BEING SERVED ADEQUATELY BY THE EXISTING MEDICAL AND COPAY INFRASTRUCTURE. DEVELOPED USING THE SOCIAL VULNERABILITY INDEX (SVI) AND CDC DISEASE INCIDENCE DATA, THESE FUNDS SERVE PEOPLE LIVING IN 226 COUNTIES ACROSS THE UNITED STATES THAT HAVE BEEN IDENTIFIED BY THE SVI AND CDC INCIDENCE DATA AS HAVING THE HIGHEST SOCIAL VULNERABILITY SCORES AND ARE BURDENED WITH HIGH RATES OF CHRONIC DISEASES. THE HEALTH EQUITY FUNDS ARE DESIGNED TO SPECIFICALLY PROVIDE SUPPORT TO ELIGIBLE PATIENTS LIVING IN ONE OF THE 226 COUNTIES COVERED BY THE FUNDS, WHICH IS VERIFIED USING THE ZIP CODE OF THE PATIENT'S HOME ADDRESS. ALL OTHER ELIGIBILITY REQUIREMENTS, AND FUND OPERATION, ARE THE SAME AS CPR'S GENERAL FUNDS. THE FOUNDATION'S CO-PAY RELIEF PROGRAM OFFERS A DEDICATED, SECURE WEB-BASED APPLICATION FOR PATIENTS AND/OR THEIR FAMILY MEMBERS TO ENROLL ELECTRONICALLY FOR THE CO-PAY RELIEF PROGRAM DIRECTLY FROM THE CO-PAY RELIEF PROGRAM WEBSITE. ALSO, CPR OFFERS THREE DEDICATED, SECURED WEBSITES FOR MEDICAL PROVIDERS, PHARMACY REPRESENTATIVES AND EMPLOYEES OF CHARITABLE NON-PROFIT ORGANIZATIONS TO ENROLL ELECTRONICALLY FOR THE CO-PAY RELIEF PROGRAM ON BEHALF OF THE PATIENTS THEY ARE WORKING WITH. THE FOUNDATION ALSO OFFERS TELEPHONIC SUPPORT SERVICES TO PATIENTS WHO PREFER TO RECEIVE PERSONAL ASSISTANCE FROM A PROGRAM SPECIALIST.IN FY2024/2025, THE FOUNDATION ADMINISTERED CO-PAYMENT ASSISTANCE TO 78,035 QUALIFIED PATIENTS THROUGH SEVENTY-ONE (71) ASSISTANCE FUNDS AVAILABLE THROUGH THE CO-PAY RELIEF PROGRAM. THE PROGRAM STAFF FIELDED 188,385 TELEPHONE CALLS AND PROCESSED CLAIMS TOTALING OVER $174,190,832 IN SUPPORT OF QUALIFIED PATIENTS' OUT OF POCKET EXPENSES FOR REQUIRED CO-PAYMENTS, CO-INSURANCE, AND DEDUCTIBLES. SINCE ITS INCEPTION IN 2004, THE FOUNDATION HAS PROVIDED CO-PAYMENT ASSISTANCE TO OVER 831,000 INDIVIDUALS, ALLOCATING MORE THAN $2.5 BILLION IN CO-PAYMENT AWARDS. PAF ALSO ADMINISTERED A SUITE OF SEVENTEEN (17) SMALL GRANT PROGRAMS IN FY2024/2025 REFERRED TO AS FINANCIAL AID FUNDS, EACH PROVIDING FINANCIAL ASSISTANCE TO QUALIFIED PATIENTS FOR OUT OF POCKET AND COST OF LIVING EXPENSES PATIENTS STRUGGLE TO MANAGE WHEN DEALING WITH CHRONIC OR CRITICAL DISEASE. IN FY2024/2025, PROGRAM STAFF FIELDED 22,839 TELEPHONE CALLS AND SUCCESSFULLY PROVIDED ONE-TIME SMALL GRANTS TO 2,786 PATIENTS, TOTALING $3,534,600 IN FINANCIAL RELIEF. THE SMALL GRANTS RANGE FROM $500-$4500 PER PATIENT AND ARE DESIGNED TO DEFRAY NON-MEDICAL EXPENSES, INCLUDING TRANSPORTATION, LODGING, NUTRITIONAL NEEDS, CHILDCARE, AND BURIAL EXPENSES, FACED BY PATIENTS BECAUSE OF THEIR DIAGNOSIS AND TREATMENT. THE FINANCIAL AID FUND PROGRAMS INCLUDE: ACS CANCER CARE CONTINUITY FUND: IN PARTNERSHIP WITH THE AMERICAN CANCER SOCIETY, THIS FUND SUPPORTS CANCER PATIENTS THAT LIVE IN A QUALIFYING AREA AND THEIR FAMILIES THAT WERE IMPACTED DIRECTLY OR INDIRECTLY BY HURRICANE HELENE OR HURRICANE MILTON. ACS CANCER CARE CONTINUITY WILDFIRES FUND: IN PARTNERSHIP WITH THE AMERICAN CANCER SOCIETY, THIS FUND SUPPORTS CANCER PATIENTS THAT LIVE IN A QUALIFYING AREA AND THEIR FAMILIES THAT WERE IMPACTED DIRECTLY OR INDIRECTLY BY THE CALIFORNIA WILDFIRES. ARDS ALLIANCE SUMITA DIXIT RECOVERY FUND: SERVING PATIENTS DIAGNOSED WITH ACUTE RESPIRATORY DISTRESS SYNDROME (ARDS). BEGIN AGAIN FOUNDATION AMPUTEE FUND: SERVING PATIENTS DIAGNOSED WITH SEPSIS WHO HAVE EXPERIENCED AN AMPUTATION AS A RESULT OF SEPSIS. BEGIN AGAIN FOUNDATION BEREAVEMENT FUND: SUPPORTS FUNERAL EXPENSES ASSOCIATED WITH PATIENTS WHO HAVE PASSED AND DIED FROM ARDS, TSS AND/OR SEPSIS. BEGIN AGAIN FOUNDATION FINANCIAL AID FUND: SERVING PATIENTS DIAGNOSED WITH ARDS, TSS AND/OR SEPSIS. BEGIN AGAIN SOUTHEASTERN VIRGINIA FINANCIAL AID FUND: SERVING PATIENTS DIAGNOSED WITH ARDS, TSS, AND/OR SEPSIS THAT RESIDES IN SOUTHEASTERN VIRGINIA. CASE MANAGEMENT IMMEDIATE NEED FUND: SERVING PATIENTS WITH AN IMMEDIATE NEED TO COVER THE OUT-OF-POCKET EXPENSES ASSOCIATED WITH COST-OF-LIVING EXPENSES RELATED TO TREATMENTS. DONNA FINANCIAL AID FUND: SERVING PATIENTS DIAGNOSED WITH BREAST CANCER THAT HAVE RECEIVED CASE MANAGEMENT SERVICES THROUGH DONNA CARELINE. HEART VALVE FINANCIAL AID FUND: SERVING PATIENTS DIAGNOSED WITH A HEART VALVE CONDITION. MERKEL CELL CARCINOMA FINANCIAL AID FUND: SERVING PATIENTS DIAGNOSED WITH A RARE FORM OF SKIN CANCER. MIA'S MIRACLES FINANCIAL ASSISTANCE FUND: SERVING PEDIATRIC PATIENTS DIAGNOSED WITH BRAIN CANCER. NATIONAL OVARIAN CANCER COALITION CLINICAL TRIAL FUND: SERVING PATIENTS THAT HAVE BEEN DIAGNOSED WITH OVARIAN CANCER, FALLOPIAN TUBE CANCER OR PERITONEAL CANCER BY PROVIDING FINANCIAL ASSISTANCE FOR COST-OF-LIVING EXPENSES. NATIONAL OVARIAN CANCER COALITION TREATMENT FUND: SERVING PATIENTS THAT HAVE BEEN DIAGNOSED WITH OVARIAN CANCER, FALLOPIAN TUBE CANCER OR PERITONEAL CANCER BY PROVIDING FINANCIAL ASSISTANCE FOR NON-MEDICAL RELATED TO CLINICAL TRIAL PARTICIPATION THAT HINDER THEIR ABILITY TO RECEIVE THE TREATMENT OR CARE. OKLAHOMA TRANSPORTATION FUND: SERVING PATIENTS THAT HAVE BEEN DIAGNOSED WITH PROSTATE CANCER AND RESIDE IN OKLAHOMA. PATIENT ADVOCATE FOUNDATION CAREGIVER SUPPORT FUND: IN PARTNERSHIP WITH THE AMERICAN CANCER SOCIETY THIS FUND SUPPORTS CAREGIVERS OF LOVED ONES DIAGNOSED WITH CANCER. THE PATRIC YOUNG FOUNDATION SCI FINANCIAL ASSISTANCE FUND: SUPPORTING PATIENTS THAT LIVE IN AN ELIGIBLE COUNTY IN FLORIDA THAT HAVE BEEN DIAGNOSED WITH A LIFE ALTERING SPINAL CORD INJURY. 8683714 7282459 NON-PROFIT SERVICE AGREEMENTSPAF CURRENTLY OPERATES TRANSPARENT SERVICE ADMINISTRATION AGREEMENTS WITH THREE NONPROFIT ORGANIZATIONS, ONE NATIONAL AND TWO REGIONAL CHARITABLE ORGANIZATIONS. THE FIRST NPPA PROGRAM BEGAN OPERATIONS IN 2009, AND TWO NEW PARTNERSHIP PROGRAMS LAUNCHED IN 2024. PAF HAS BEEN ENGAGED TO PROVIDE FULL SERVICE, TRANSPARENT ADMINISTRATION SERVICES TO QUALIFIED PATIENTS THAT ENTER THEIR CO-PAY ASSISTANCE AND/OR PATIENT FINANCIAL AID PROGRAMS. PAF PROVIDED THIS CONTRACTUAL SERVICE DURING 2025 AND 2024. THE FOUNDATION ADMINISTERED SERVICES TO 67,891 AND 70,982 PATIENTS IN 2025 AND 2024, RESPECTIVELY, THROUGH THIS SERVICE AGREEMENT. 8207919 107311 144041 CASE MANAGEMENT SERVICESFOR 29 YEARS, THE FOUNDATION HAS PROVIDED CASE MANAGEMENT INTERVENTIONS FOR CRITICALLY OR CHRONICALLY ILL PATIENTS ACROSS THE NATION. PAF'S MISSION IS TO HELP PATIENTS CONNECT WITH AND MAINTAIN ACCESS TO PRESCRIBED HEALTHCARE SERVICES AND MEDICATIONS, NAVIGATE INSURANCE BARRIERS, FIND RESOURCES TO SUPPORT COST-OF-LIVING EXPENSES DURING TREATMENT, EVALUATE, AND SUSTAIN HEALTH INSURANCE COVERAGE, AND MANAGE OR REDUCE OUT-OF-POCKET MEDICAL AND LIVING EXPENSES.PAF'S PROFESSIONAL CASE MANAGEMENT SERVICES ARE OFFERED AT NO COST TO PATIENTS AND THEIR FAMILIES. WE COLLABORATE CLOSELY WITH PATIENTS, THEIR LOVED ONES, AND THEIR CARE TEAMS, OFTEN TAKING THE LEAD IN RESOLVING COMPLEX HEALTHCARE ACCESS AND AFFORDABILITY CHALLENGES. IN FY24/25, THE FOUNDATION'S CASE MANAGEMENT STAFF DIRECTLY ASSISTED OR ADVOCATED FOR 13,551 INDIVIDUALS, COLLECTIVELY LIVING WITH 773 UNIQUE DISEASES. ON AVERAGE, EACH CASE INVOLVED 30 CONTACTS WITH RELEVANT STAKEHOLDERS TO ACHIEVE RESOLUTION, TOTALING 411,721 UNIQUE INTERACTIONS. THIS EFFORT RESULTED IN AN AVERAGE DEBT RELIEF OR PATIENT SAVINGS OF $1,220 PER CASE.IN ADDITION TO DIRECT CASE MANAGEMENT, PAF PROVIDED 15,196 EDUCATIONS PUBLICATIONS IN BOTH PRINT AND DIGITAL FORMATS TO PATIENTS AND THOSE SEEKING GUIDANCE. THE FOUNDATION OPERATES A DIVERSE PORTFOLIO OF 26 UNIQUE CASE MANAGEMENT PROGRAMS, EACH DESIGNED TO SUPPORT PATIENTS IN THEIR HEALTHCARE JOURNEYS, WORKING TO RESOLVE ACCESS AND AFFORDABILITY ISSUES THAT, IF NOT ADDRESSED, IMPACT CARE AND HEALTH OUTCOMES. 201871258 1 1 0 1 0 0 0 0 0 1 1 0 0 0 1 1 1 0 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 1 1 1 0 0 0 0 1 0 1 0 1 93 0 1 280 1 0 0 0 0 1 1 1 1 0 0 0 0 0 0 X 14 14 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 VA X X X CORPORATE OFFICE 7578736668 421 BUTLER FARM ROAD HAMPTON VA 23666 JOHN L MURPHY FINANCE COMMITTEE CHAIR 1.00 1.00 X X 0 0 0 AL BENSON III MD FACP BOARD MEMBER 1.00 1.00 X 0 0 0 NORMAN HUBBARD MBA BOARD MEMBER 1.00 1.00 X 0 0 0 DAVID M JACKMAN MD BOARD MEMBER 1.00 X 0 0 0 AARON LYSS MBA BOARD MEMBER 1.00 X 0 0 0 OTIS MAYNARD ESQ BOARD PRESIDENT 1.00 1.00 X X 0 0 0 LORETTA A WILLIAMS PHDAPRNMSNBSN BOARD MEMBER 1.00 1.00 X 0 0 0 LARRI SHORT JD BOARD MEMBER 1.00 1.00 X 0 0 0 MAUREEN CULBERTSON BOARD SECRETARY 1.00 1.00 X X 0 0 0 ROBERT WINN MD BOARD MEMBER 1.00 1.00 X 0 0 0 DANIEL PRESS PHD BOARD MEMBER 1.00 1.00 X 0 0 0 VEENA SHANKARAN MD BOARD MEMBER 1.00 X 0 0 0 DAVID WHITE BOARD MEMBER 1.00 1.00 X 0 0 0 REGINALD TUCKER-SEELEY MA SCM SCD BOARD VICE PRESIDENT 1.00 1.00 X X 0 0 0 DR ALAN J BALCH PHD CHIEF EXECUTIVE OFFICER 20.00 20.00 X 349031 125000 15284 FRANCES CASTELLOW PRESIDENT OF OPERATIONS 40.00 X 289084 0 11817 WILLIAM J NASON CHIEF FINANCIAL OFFICER 40.00 X 272303 0 30477 ANGELA M WALKER CHIEF OF TALENT MANAGEMENT 40.00 X 242183 0 11234 CHRISTINE WILSON VP ADVOCACY COMMUNICATIONS 40.00 X 195296 0 8862 ALAN WOOD EVP BUSINESS DEVELOPMENT 40.00 X 193283 0 9167 SHONTA CHAMBERS EVP OF HEALTH EQUITY INITI 40.00 X 193226 0 20499 SHARON HOLLENBECK CHIEF INFORMATION OFFICER 40.00 X 207955 0 15400 1942361 125000 122740 8 0 1 0 TEKCLAN SOFTWARE SOLUTIONS PVT LTD 43 MANI STREET V PURAM AMBATTUR CHENNAI IN 600053 IT SUPPORT 1557443 CROSSCONNECT ENGINEERING 1155 KELLY JOHNSON BLVD COLORADO SPRINGS CO 80920 IT SUPPORT 581050 TALKDESK INC 201 SPEAR STREET SUITE 1100 SAN FRANCISCO CA 94105 SOFTWARE SUPPORT 428349 PHARMACY DATA MANAGEMENT GROUP 8530 CROSSROADS DR POLAND OH 44514 PROCESS PHARMACY CLAIMS 391490 EXPERIAN HEALTH PO BOX 886133 LOS ANGELES CA 90088 INCOME VERIFICATION 220893 8 50000 135514 746047 116519741 34014 117451302 NON-PROFIT PROGRAM SER 541900 7282459 7282459 SCHOLARSHIP GRANT REVE 541900 144041 144041 7426500 9006214 9006214 8680 135514 118756 -110076 -110076 133773940 7426500 0 8896138 176246851 176246851 999267 458194 397722 143351 15699892 14100872 586293 1012727 467539 410317 20599 36623 2148024 1998142 82074 67808 1183980 1044519 63471 75990 170803 170803 243130 23000 220130 516000 516000 1478031 1477881 150 1643423 1437159 147744 58520 1207121 1140120 25710 41291 726450 682864 21793 21793 166590 56049 9059 101482 1095733 1076820 16808 2105 1720308 1709960 5154 5194 131923 8510 123139 274 205845065 201871258 2406649 1567158 14546938 24271702 264355850 186669908 17034563 7805498 3140397 2843267 93296 65389 644034 533719 10913045 6187118 5367177 4725927 2333096 2426647 5653243 5117601 313168594 234459658 5072565 2314516 18360154 14960146 8561952 8160380 31994671 25435042 X 34953701 35991450 246220222 173033166 281173923 209024616 313168594 234459658 X -72071125 -78182 X X 0 1 X 1 1 1 X 310011893 280243032 256660272 222896128 117315788 1187127113 310011893 280243032 256660272 222896128 117315788 1187127113 948018873 239108240 718528 580710 8804586 12534309 9006214 31644347 1218771460 45066009 0.19620 0.20760 X PATIENT ADVOCATE FOUNDATIONSECTION 170(B) (1) (A) ORGANIZATIONFACTS & CIRCUMSTANCES TEST; FY2024/2025PATIENT 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).ORGANIZATION BACKGROUND & PROGRAM INFORMATIONPATIENT 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 2.4 MILLION PATIENTS AND CAREGIVERS EXPERIENCING FINANCIAL, EMPLOYMENT, INSURANCE COVERAGE OR HOUSEHOLD MATERIAL HARDSHIPS BECAUSE OF THEIR HEALTH CONDITIONS AND ASSOCIATED TREATMENT. IN PAF'S 29 YEARS SERVING PATIENTS AND FAMILIES THROUGH ITS PROGRAMS, 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 DISPARITIES AND ECONOMIC CHALLENGES THAT INDIVIDUALS AND FAMILIES ARE ALREADY CONFRONTING, PARTICULARLY AMONG POPULATIONS WITH LOW SOCIO-ECONOMIC CHARACTERISTICS AND/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 FINANCIAL NAVIGATION AS A PERSON-CENTERED AND PATIENT-ACTIVATED SOLUTION TO UPSTREAM DRIVERS OF HEALTH.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 162,172 PATIENTS IN FY2024/2025, INCLUDING CASE MANAGEMENT SERVICES AND THE PROVISION OF FINANCIAL ASSISTANCE. PAF HAS PROVIDED HELP AND ASSISTANCE TO OVER 2.4 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 29 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 FY2024/2025, THE FOUNDATION'S CASE MANAGEMENT STAFF DIRECTLY ASSISTED OR ADVOCATED FOR 13,551 INDIVIDUALS, COLLECTIVELY LIVING WITH 773 UNIQUE DISEASES. ON AVERAGE, EACH CASE INVOLVED 30 CONTACTS WITH RELEVANT STAKEHOLDERS TO ACHIEVE RESOLUTION, TOTALING 411,721 UNIQUE INTERACTIONS. THIS EFFORT RESULTED IN AN AVERAGE DEBT RELIEF OR PATIENT SAVINGS OF $1,220 PER CASE.IN ADDITION TO THESE SERVICES, PAF DISTRIBUTED 15,196 EDUCATIONAL PUBLICATIONS TO PATIENTS AND THOSE SEEKING INFORMATION. THE FOUNDATION OPERATES A DIVERSE PORTFOLIO OF 26 UNIQUE CASE MANAGEMENT PROGRAMS, EACH DESIGNED TO SUPPORT PATIENTS IN THEIR HEALTHCARE JOURNEYS, WORKING TO RESOLVE ACCESS AND AFFORDABILITY ISSUES THAT, IF NOT ADDRESSED, IMPACT CARE AND HEALTH OUTCOMES. PAF PROVIDES THESE SERVICES THROUGH A COMPLEMENT OF 35 UNIQUE PROGRAMS. PAF ALSO ADMINISTERED A SUITE OF SEVENTEEN (17) SMALL GRANT PROGRAMS IN FY2024/2025 REFERRED TO AS FINANCIAL AID FUNDS, EACH PROVIDING FINANCIAL ASSISTANCE TO QUALIFIED PATIENTS FOR OUT OF POCKET AND COST OF LIVING EXPENSES PATIENTS STRUGGLE TO MANAGE WHEN DEALING WITH CHRONIC OR CRITICAL DISEASE. IN FY2024/2025, PROGRAM STAFF FIELDED 22,839 TELEPHONE CALLS AND SUCCESSFULLY PROVIDED ONE-TIME SMALL GRANTS TO 2,786 PATIENTS, TOTALING $3,534,600 IN FINANCIAL RELIEF. THE SMALL GRANTS RANGE FROM $500-$4500 PER PATIENT AND ARE DESIGNED TO DEFRAY NON-MEDICAL EXPENSES, INCLUDING TRANSPORTATION, LODGING, NUTRITIONAL NEEDS, CHILDCARE, AND BURIAL EXPENSES, FACED BY PATIENTS BECAUSE OF THEIR DIAGNOSIS AND TREATMENT. THE FINANCIAL AID FUND PROGRAMS INCLUDE: ACS CANCER CARE CONTINUITY FUND: IN PARTNERSHIP WITH THE AMERICAN CANCER SOCIETY, THIS FUND SUPPORTS CANCER PATIENTS THAT LIVE IN A QUALIFYING AREA AND THEIR FAMILIES THAT WERE IMPACTED DIRECTLY OR INDIRECTLY BY HURRICANE HELENE OR HURRICANE MILTON. ACS CANCER CARE CONTINUITY WILDFIRES FUND: IN PARTNERSHIP WITH THE AMERICAN CANCER SOCIETY, THIS FUND SUPPORTS CANCER PATIENTS THAT LIVE IN A QUALIFYING AREA AND THEIR FAMILIES THAT WERE IMPACTED DIRECTLY OR INDIRECTLY BY THE CALIFORNIA WILDFIRES. ARDS ALLIANCE SUMITA DIXIT RECOVERY FUND: SERVING PATIENTS DIAGNOSED WITH ACUTE RESPIRATORY DISTRESS SYNDROME (ARDS). BEGIN AGAIN FOUNDATION AMPUTEE FUND: SERVING PATIENTS DIAGNOSED WITH SEPSIS WHO HAVE EXPERIENCED AN AMPUTATION AS A RESULT OF SEPSIS. BEGIN AGAIN FOUNDATION BEREAVEMENT FUND: SUPPORTS FUNERAL EXPENSES ASSOCIATED WITH PATIENTS WHO HAVE PASSED AND DIED FROM ARDS, TSS AND/OR SEPSIS. BEGIN AGAIN FOUNDATION FINANCIAL AID FUND: SERVING PATIENTS DIAGNOSED WITH ARDS, TSS AND/OR SEPSIS. BEGIN AGAIN SOUTHEASTERN VIRGINIA FINANCIAL AID FUND: SERVING PATIENTS DIAGNOSED WITH ARDS, TSS, AND/OR SEPSIS THAT RESIDES IN SOUTHEASTERN VIRGINIA. CASE MANAGEMENT IMMEDIATE NEED FUND: SERVING PATIENTS WITH AN IMMEDIATE NEED TO COVER THE OUT-OF-POCKET EXPENSES ASSOCIATED WITH COST-OF-LIVING EXPENSES RELATED TO TREATMENTS. DONNA FINANCIAL AID FUND: SERVING PATIENTS DIAGNOSED WITH BREAST CANCER THAT HAVE RECEIVED CASE MANAGEMENT SERVICES THROUGH DONNA CARELINE. HEART VALVE FINANCIAL AID FUND: SERVING PATIENTS DIAGNOSED WITH A HEART VALVE CONDITION. MERKEL CELL CARCINOMA FINANCIAL AID FUND: SERVING PATIENTS DIAGNOSED WITH A RARE FORM OF SKIN CANCER. MIA'S MIRACLES FINANCIAL ASSISTANCE FUND: SERVING PEDIATRIC PATIENTS DIAGNOSED WITH BRAIN CANCER. NATIONAL OVARIAN CANCER COALITION CLINICAL TRIAL FUND: SERVING PATIENTS THAT HAVE BEEN DIAGNOSED WITH OVARIAN CANCER, FALLOPIAN TUBE CANCER OR PERITONEAL CANCER BY PROVIDING FINANCIAL ASSISTANCE FOR COST-OF-LIVING EXPENSES. NATIONAL OVARIAN CANCER COALITION TREATMENT FUND: SERVING PATIENTS THAT HAVE BEEN DIAGNOSED WITH OVARIAN CANCER, FALLOPIAN TUBE CANCER OR PERITONEAL CANCER BY PROVIDING FINANCIAL ASSISTANCE FOR NON-MEDICAL RELATED TO CLINICAL TRIAL PARTICIPATION THAT HINDER THEIR ABILITY TO RECEIVE THE TREATMENT OR CARE. OKLAHOMA TRANSPORTATION FUND: SERVING PATIENTS THAT HAVE BEEN DIAGNOSED WITH PROSTATE CANCER AND RESIDE IN OKLAHOMA. PATIENT ADVOCATE FOUNDATION CAREGIVER SUPPORT FUND: IN PARTNERSHIP WITH THE AMERICAN CANCER SOCIETY THIS FUND SUPPORTS CAREGIVERS OF LOVED ONES DIAGNOSED WITH CANCER. THE PATRIC YOUNG FOUNDATION SCI FINANCIAL ASSISTANCE FUND: SUPPORTING PATIENTS THAT LIVE IN AN ELIGIBLE COUNTY IN FLORIDA THAT HAVE BEEN DIAGNOSED WITH A LIFE ALTERING SPINAL CORD INJURY. (CONTINUED ON SCHEDULE O) RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 516000 516000 205320942 205836942 1000000 250000 0 0 1000000 1000000 1000000 1000000 4000000 6000000 780000 780000 780000 516000 2856000 250000 250000 250000 250000 1000000 1500000 2333096 93551 2426647 2224088 109008 2333096 2167270 56818 2224088 2194524 -27254 2167270 2186163 8361 2194524 1.00000 0 0 100581 35018 65563 10521402 6152100 4369302 291062 291062 4725927 ACCRUED VACATION 649686 IBNR RESERVE 98000 POSTRETIREMENT LIABILITY 2178268 OPERATING LEASE LIABILITY 5234426 8160380 X 133893496 800 800 133892696 -118756 -118756 133773940 205964621 800 118756 119556 205845065 0 205845065 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: FUNDRAISING EXPENSES OFFSET REVENUE ON 990 -118,756. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES OFFSET REVENUE ON 990 118,756. PROMISE OF HOPE - 2024 96278 87598 8680 30951 19944 40520 4936 22405 PROMISE OF HOPE - 2025 47916 47916 144194 135514 8680 30951 19944 40520 4936 22405 118756 -110076 1 SCHOLARSHIPS 40 107310 CO PAY RELIEF ASSISTANCE 78035 173712081 FINANCIAL AID FUND 2786 2427460 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 FY2024/2025, PAF'S CO-PAY RELIEF PROGRAM ASSISTED PATIENTS THROUGH SEVENTY-ONE (71) 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 FY2024/2025, PAF ADMINISTERED SEVENTEEN (17) 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. X X X X X 0 0 0 0 0 0 0 0 0 DR ALAN J BALCH PHD CHIEF EXECUTIVE OFFICER 341850 125000 7181 0 0 0 13800 0 1484 0 364315 125000 0 0 WILLIAM J NASON CHIEF FINANCIAL OFFICER 263821 0 8482 0 0 0 11367 0 19110 0 302780 0 0 0 FRANCES CASTELLOW PRESIDENT OF OPERATIONS 280456 0 8628 0 0 0 10333 0 1484 0 300901 0 0 0 ANGELA M WALKER CHIEF OF TALENT MANAGEMENT 234908 0 7275 0 0 0 9750 0 1484 0 253417 0 0 0 SHARON HOLLENBECK CHIEF INFORMATION OFFICER 201720 0 6235 0 0 0 8129 0 7271 0 223355 0 0 0 SHONTA CHAMBERS EVP OF HEALTH EQUITY INITI 187249 0 5977 0 0 0 8010 0 12489 0 213725 0 0 0 CHRISTINE WILSON VP ADVOCACY COMMUNICATIONS 194496 0 800 0 0 0 7493 0 1369 0 204158 0 0 0 ALAN WOOD EVP BUSINESS DEVELOPMENT 187514 0 5769 0 0 0 7731 0 1436 0 202450 0 0 0 DR ALAN J BALCH CHIEF EXECUTIVE OFFICER 1002362 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 2024/2025 WERE $516,000. NPAF REIMBURSED PAF FOR SALARIES AND BENEFITS OF $249,877 FOR SHARED SERVICES, OF WHICH $125,000 WAS FOR ALAN BALCH'S SALARY. PAF REIMBURSED TO NPAF $214,645 IN SALARIES AND BENEFITS FOR SHARED SERVICES. NPAF ALSO REIMBURSED PAF FOR $8,700 OF OTHER EXPENSES, AND PAF REIMBURSED NPAF FOR $13,140 OF OTHER EXPENSES IN FY 2024/2025. 0 SHAWN NASON SPECIAL EVENTS DIRECTOR 107655 RELATED PARTY IS THE WIFE OF WILLIAM NASON, CHIEF FINANCIAL OFFICER OF PAF. 0 X AUCTION ITEMS 277 34014 COMPARABLE SALES 0 0 0 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 -78,182. NO CHANGES WERE MADE TO THE ORGANIZATION OVERSIGHT PROCESS OR SELECTION PROCESS DURING THE TAX YEAR. FORM 990, PART XII, LINE 3B THE ORGANIZATION HAS NOT COMPLETED THE AUDIT REQUIRED UNDER UNDER UNIFORM GUIDANCE, 2 C.F.R. PART 200, SUBPART F AS THE 2025 COMPLIANCE SUPPLEMENT HAS NOT BEEN ISSUED AS OF THE FILING DATE. THE ORGANIZATION WILL HAVE THE AUDIT COMPLETED ONCE THE COMPLIANCE SUPPLEMENT HAS BEEN ISSUED FOR 2025. 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. 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 OF 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 FY2024/2025, PAF'S CO-PAY RELIEF PROGRAM EXPANDED ITS IMPACT THROUGH THE ADDITION OF NINE (9) NEW GENERAL FUNDS, ASSISTING PATIENTS IN TWO (2) NEW HEALTH EQUITY (HE) FUNDS AND SIXTY (60) EXISTING FUNDS INCLUDING: ACROMEGALY, ACUTE MYELOID LEUKEMIA, ALZHEIMER'S DISEASE HE, AMYLOIDOSIS, ASTHMA, BILE DUCT CANCER, BLADDER CANCER, BREAST CANCER, BREAST CANCER HE, CANCER GENETIC & GENOMIC TESTING, CERVICAL CANCER, CHRONIC OBSTRUCTIVE PULMONARY DISEASE, CORONARY ARTERY DISEASE HE, COVID-19 & POST COVID CONDITIONS, CYSTIC FIBROSIS, DIABETES, DIABETES HE, DIABETES TYPE 2 HE, EOSINOPHILIC ESOPHAGITIS, GAUCHER DISEASE, GAUCHER DISEASE HE, HEART FAILURE HE, HEMOPHILIA, HEMOPHILIA HE, HEPATITIS B, HEPATITIS C, HEPATITIS C HE, HEPATOCELLULAR CARCINOMA, HIV, AIDS & PREVENTION, HIV, AIDS & PREVENTION HE, HOMOZYGOUS FAMILIAL HYPERCHOLESTEROLEMIA, LUPUS, LUPUS HE, MELANOMA, METASTATIC BREAST CANCER, METASTATIC COLORECTAL CANCER, METASTATIC COLORECTAL CANCER HE, METASTATIC PROSTATE CANCER, MUCOPOLYSACCHARIDOSIS III, MUCOPOLYSACCHARIDOSIS VII, MUCOPOLYSACCHARIDOSIS VII HE, MULTIPLE MYELOMA, MULTIPLE MYELOMA HE, MULTIPLE SCLEROSIS, MULTIPLE SCLEROSIS HE, MYELODYSPLASTIC SYNDROMES, NARCOLEPSY, NON-SMALL CELL LUNG CANCERS, NON-SMALL CELL LUNG CANCER HE, OSTEOPOROSIS, OVARIAN CANCER, OVARIAN CANCER HE, PANCREATIC CANCER, PARKINSON'S DISEASE HE, PERIODIC PARALYSIS, PROSTATE CANCER, PROSTATE CANCER HE, PSORIASIS, PSORIATIC ARTHRITIS, PULMONARY FIBROSIS, PULMONARY HYPERTENSION, RHEUMATOID ARTHRITIS, SMALL CELL LUNG CANCER, SOCIAL NEEDS ASSESSMENT & INTERVENTION FUND, SOFT TISSUE SARCOMA, SPINAL MUSCULAR ATROPHY, SPINAL MUSCULAR ATROPHY HE, STOKE, THYROID EYE DISEASE, ULCERATIVE COLITIS, VIROLOGY TESTING HE. PAF'S CO-PAY RELIEF PROGRAM ESTABLISHED HEALTH EQUITY FUNDS IN 2022, A TYPE OF FUND THAT MAKES CPR MORE ACCESSIBLE AND BENEFICIAL FOR PATIENTS WHO NEEDED THE MOST HELP AND ARE NOT BEING SERVED ADEQUATELY BY THE EXISTING SAFETY NET INFRASTRUCTURE. DEVELOPED USING THE ASTDR SOCIAL VULNERABILITY INDEX (SVI) AND CDC DISEASE INCIDENCE DATA, THESE FUNDS SERVE PEOPLE LIVING IN 226 COUNTIES ACROSS THE UNITED STATES THAT HAVE BEEN IDENTIFIED BY THE 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. THE FOUNDATION'S CPR 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 THREE ADDITIONAL DEDICATED, SECURED PORTALS FOR MEDICAL PROVIDERS, PHARMACY REPRESENTATIVES AND THE STAFF OF CHARITABLE NON-PROFIT ORGANIZATIONS TO ENROLL ELECTRONICALLY FOR THE CO-PAY RELIEF PROGRAM ON BEHALF OF THE PATIENTS THEY ARE WORKING WITH. THE FOUNDATION ALSO OFFERS TOLL-FREE SUPPORT SERVICES TO PATIENTS WHO PREFER TO RECEIVE PERSONAL ASSISTANCE FROM A PROGRAM SPECIALIST. IN FY2024/2025, THE FOUNDATION ADMINISTERED CO-PAYMENT ASSISTANCE TO 78,035 QUALIFIED PATIENTS THROUGH SEVENTY-ONE (71) ASSISTANCE FUNDS AVAILABLE THROUGH THE CO-PAY RELIEF PROGRAM. THE PROGRAM STAFF FIELDED 188,385 TELEPHONE CALLS AND PROCESSED CLAIMS TOTALING OVER $174,190,832 IN SUPPORT OF QUALIFIED PATIENTS' OUT OF POCKET EXPENSES FOR REQUIRED CO-PAYMENTS, CO-INSURANCE, AND DEDUCTIBLES. SINCE ITS INCEPTION IN 2004, THE FOUNDATION HAS PROVIDED CO-PAYMENT ASSISTANCE TO OVER 831,000 INDIVIDUALS, ALLOCATING MORE THAN $2.5 BILLION IN CO-PAYMENT AWARDS. COMMUNITY OUTREACH & PATIENT ENGAGEMENT PAF'S COMMITMENT TO ADVANCING HEALTH EQUITY FOR LIMITED RESOURCES AND OTHER MARGINALIZED POPULATIONS IS STEADFAST. THROUGH THOUGHT LEADERSHIP, COMMUNITY ENGAGEMENT, AND OUTREACH ACTIVITIES WE CONTINUED TO IGNITE CRITICAL CONVERSATIONS ABOUT HEALTH DISPARITIES, GALVANIZE PARTNERS AROUND TOPICS SUCH AS TRIPLE-NEGATIVE BREAST CANCER, ELEVATE THE EXPERIENCES OF LIMITED-RESOURCED COMMUNITIES SEEKING TO ACCESS HEALTHCARE, AND STRATEGIZE ON UPSTREAM APPROACHES TO DRIVE SUSTAINABLE CHANGE INTERNALLY AND EXTERNALLY. THIS YEAR OUR COMMUNITY WORK EXPANDED INTO ATLANTA, BALTIMORE HAMPTON ROADS, AND PHILADELPHIA, WHICH ALLOWED US TO CONVENE OUR SECOND ADVISORY GROUP AND LAUNCH OUR FIRST DOCUMENTARY. BUILDING MOMENTUM IN CHICAGO TO BUILD ON THE MOMENTUM FROM THE IGNITE TRIPLE NEGATIVE BREAST CANCE (TNBC) CAMPAIGN LAUNCHED IN CHICAGO IN 2023, PAF IN PARTNERSHIP WITH ELEVATED SURVIVORSHIP, INC. CO-CONVENED THE CHICAGO BETTER TOGETHER BREAST CANCER DISPARITIES THINK TANK, TO DEVISE, THE PINK PRINT CHICAGO EDITION, AN ACTION PLAN TO ADDRESS BREAST CANCER MORTALITY DISPARITIES ON CHICAGO'S SOUTHSIDE. THIS PLAN BUILDS ON COMMUNITY-IDENTIFIED AREAS OF FOCUS: NUTRITION/FOOD JUSTICE; ENVIRONMENTAL JUSTICE, CANCER CARE CONTINUUM, AND SOCIAL AND EMOTIONAL WELLBEING, AND PROVIDES AN OPPORTUNITY FOR ONGOING COMMUNITY ENGAGEMENT AND PARTNERSHIP CULTIVATION FOR SUSTAINABLE CHANGE. PAF LED THE DEVELOPMENT OF "BUT YET, THEY RISE," A 30-MINUTE DOCUMENTARY HIGHLIGHTING THE UNTOLD STORY OF THE SURVIVORSHIP OF FIVE BLACK WOMEN IN CHICAGO. THEIR NARRATIVE OF STRENGTH, PERSEVERANCE, AND HOPE IS INTENDED TO IGNITE CONVERSATIONS ABOUT THE EXPERIENCES OF BLACK WOMEN DIAGNOSED WITH TNBC AND DRIVE TANGIBLE ACTIONS TO SUPPORT THEM ALONG THE CANCER CONTINUUM. SELFMADE HEALTH NETWORK (SMHN) THE SELFMADE HEALTH NETWORK (SMHN) IS PART OF A CONSORTIUM OF NATIONAL ORGANIZATIONS TO ADVANCE COMMERCIAL TOBACCO USE PREVENTION AND CANCER PREVENTION IN POPULATIONS EXPERIENCING TOBACCO- AND CANCER-RELATED HEALTH DISPARITIES SUPPORTED BY THE CENTERS FOR DISEASE CONTROL AND PREVENTION DIVISION OF CANCER PREVENTION AND CONTROL AND OFFICE ON SMOKING AND HEALTH VIA COOPERATIVE AGREEMENT DP23-0015. SMHN FOCUSES ON BUILDING THE CAPACITY OF NATIONAL COMPREHENSIVE CANCER CONTROL PROGRAMS (NCCCPS); NATIONAL STATE TOBACCO CONTROL PROGRAMS (NSTCP), HEALTH SYSTEMS, SOCIAL SECTOR PROVIDERS, AND OTHER NON-PROFIT ENTITIES TO IMPLEMENT BEST AND PROMISING PRACTICE INTERVENTIONS THAT DRIVE UPSTREAM POLICY, SYSTEMS, AND ENVIRONMENTAL CHANGES ACROSS THE PUBLIC HEALTH AND HEALTH ECOSYSTEM. FORM 990, SCH A, PART II, SECTION C, LINE 17A, FACTS AND CIRCUMSTANCES TEST CONTINUED FROM SCHEDULE O (B). IN PARTNERSHIP WITH GEOGRAPHIC HEALTH EQUITY ALLIANCE AND NUESTRAS ADELANTE VOCES, SMHN LAUNCHED THE TRI-NETWORKS CANCER PREVENTION COMMUNITY OF PRACTICE. NCCCP TEAMS FROM ALASKA, COLORADO, MISSISSIPPI, NEBRASKA, NEW YORK, AND OKLAHOMA, WILL PARTICIPATE IN AN 18-MONTH GROUP LEARNING COMMUNITY ACCOMPANIED BY ONE-ON-ONE TECHNICAL ASSISTANCE TO ENHANCE THEIR CAPACITY TO IMPLEMENT INTERVENTIONS TO REDUCE CANCER-RELATED DISPARITIES AMONG POPULATIONS WITH LOW SOCIO-ECONOMIC CHARACTERISTICS, HISPANICS, OR THOSE IN GEOGRAPHICALLY DISPARATE COMMUNITIES. IN FEBRUARY 2025, SMHN LAUNCHED ITS SECOND COMMUNITY OF PRACTICE TITLED BRIDGING SECTORS: TRANSFORMATIVE TOBACCO PREVENTION IN LOW SES COMMUNITIES (BRIDGING SECTORS). BRIDGING SECTORS IS MORE THAN A VIRTUAL COLLABORATIVE LEARNING SPACEIT IS AN INITIATIVE DEDICATED TO ADDRESSING THE COMPLEX AND INTERCONNECTED CHALLENGES FACED BY COMMUNITIES WITH LOW SOCIOECONOMIC STATUS (SES) CHARACTERISTICS THAT EXACERBATE THE IMPACT OF COMMERCIAL TOBACCO USE. BRIDGING SECTORS UNITE TRADITIONAL PARTNERS LIKE NATIONAL AND STATE TOBACCO CONTROL PROGRAMS (NTCP), TOBACCO PREVENTION COALITIONS, AND COMMUNITY-BASED ORGANIZATIONS WHILE UNIQUELY ENGAGING NON-PUBLIC HEALTH SECTORS SUCH AS SOCIAL SERVICES AND HOUSING ORGANIZATIONS. TOGETHER, WE AIM TO CREATE SUSTAINABLE TOBACCO CONTROL EFFORTS THAT PROMOTE HEALTHIER AND SAFER CONDITIONS FOR COMMUNITIES WITH LOW SOCIOECONOMIC STATUS (SES) CHARACTERISTICS BY INTEGRATING PERSPECTIVES FROM SECTORS OUTSIDE TRADITIONAL PUBLIC HEALTH AGENCIES, DEVELOPING A RICHER APPROACH TO TACKLING COMMERCIAL TOBACCO USE IN THESE COMMUNITIES. AT THE CORE OF THIS INITIATIVE IS A DEEP COMMITMENT TO UNDERSTANDING AND SAFEGUARDING THE QUALITY OF LIFE FOR INDIVIDUALS WITH LOW SOCIOECONOMIC STATUS CHARACTERISTICS WHO USE TOBACCO OR ARE EXPOSED TO THE HARMFUL EFFECTS OF SECOND/THIRDHAND SMOKE. WE RECOGNIZE THAT HOUSING ENVIRONMENTS, ACCESS TO QUALITY HEALTHCARE, AND INSURANCE STATUS ARE INTRICATELY CONNECTED TO COMMERCIAL TOBACCO USE. WHERE PEOPLE LIVE, WORK, AND PLAY PROFOUNDLY INFLUENCES THEIR HEALTH OUTCOMES, PARTICULARLY IN LOW SOCIOECONOMIC COMMUNITIES. THE FIRST COHORT, "HOUSING FOR HEALTH: AN EVIDENCE-INFORMED APPROACH TO ADDRESSING HOUSING AND COMMERCIAL TOBACCO USE: WHAT CAN BE DONE?" TOOK PLACE JANUARY 8, 2025, TO JULY 23, 2025. THE COP IS DESIGNED TO EQUIP PARTICIPANTS WITH EVIDENCE-INFORMED STRATEGIES THAT TACKLE THE INTERCONNECTEDNESS BETWEEN HOUSING AND COMMERCIAL TOBACCO USE. WHETHER A REPRESENTATIVE FROM A PUBLIC HOUSING AUTHORITY, A HOMELESS SHELTER, OR A TOBACCO CONTROL PROGRAM, THE COP IS DESIGNED TO PROVIDE PARTICIPANTS WITH THE KNOWLEDGE AND TOOLS TO MITIGATE THE HEALTH RISKS ASSOCIATED WITH SECOND AND THIRD-HAND SMOKE EXPOSURE IN HOUSING ENVIRONMENTS. THROUGH GROUP LEARNING SESSIONS, EXPERT-LED WEBINARS, AND TAILORED TECHNICAL ASSISTANCE, PARTICIPANTS WERE PROVIDED WITH TOOLS TO MITIGATE THE HEALTH RISKS ASSOCIATED WITH SECOND AND THEIR-HAND SMOKE EXPOSURE TO HELP HOUSING CONDITIONS AND PROMOTE HEALTHIER, TOBACCO-FREE COMMUNITIES. SMHN STAFF ARE OFTEN SOUGHT FOR THEIR EXPERIENCE AND EXPERTISE. A MEMBER OF THE TEAM WAS RECENTLY SELECTED TO JOIN THE MICHIGAN CANCER CONSORTIUM. IN THIS ROLE, THEY WILL PROVIDE GUIDANCE ON THE INTEGRATION OF EVIDENCE-BASED INTERVENTION TO ADDRESS CANCER EARLY DETECTION, TREATMENT, AND SURVIVORSHIP AMONG POPULATIONS WITH LOW SOCIO-ECONOMIC CHARACTERISTICS. ADDITIONALLY, BECAUSE OF THEIR LEADERSHIP SMHN WAS SELECTED TO FACILITATE A PRE-CONFERENCE WORKSHOP AT THE 2025 NATIONAL CONFERENCE ON TOBACCO OR HEALTH IN AUGUST 2025. OTHER COMMUNITY OUTREACH EFFORTS IN ATLANTA, PAF PARTNERED WITH MY STYLE MATTERS FOR THEIR HERITAGE EVENT, WHICH FOCUSED ON GENERATIONAL HEALTH. PAF ALSO COLLABORATED WITH THE ALPHA KAPPA ALPHA SORORITY, INC. PSI ALPHA OMEGA CHAPTER TO HOST "RISE UP ATLANTA: TNBC IS A SERIOUS MATTER," A COMMUNITY EDUCATION AND RESOURCE EVENT CENTERED ON TNBC. ADDITIONALLY, PAF CREATED A MOBILE EDUCATION DISPLAY TO ENSURE BREAST CANCER EDUCATION CONTINUES BEYOND OCTOBER. PAF ALSO SUPPORTED SISTERS WORKING IT OUT DURING THEIR ANNUAL DAY OF BEAUTY. IN PHILADELPHIA, PAF FORMED NEW PARTNERSHIPS WITH CELEBRATING SISTERHOOD, INC. FOR THEIR ANNUAL SHE SHINES CONFERENCE, WHICH INCLUDED A BREAST CANCER RESOURCES PANEL FEATURING A PAF STAFF MEMBER. PAF ALSO ESTABLISHED COLLABORATIONS WITH THE BYRD CANCER EDUCATION AND ADVOCACY FOUNDATION AND SHE RISE FARMS TO INTEGRATE PAF RESOURCES INTO THEIR COMMUNITY ENGAGEMENT INITIATIVES. IN HAMPTON ROADS, PAF BROUGHT TOGETHER REPRESENTATIVES FROM THE CITY OF HAMPTON, THE HAMPTON UNITY COMMISSION, AND THE VIRGINIA BREAST CANCER FUND TO CO-DESIGN AND IMPLEMENT IGNITE HAMPTON, PAF'S FIRST TNBC-FOCUSED COMMUNITY OUTREACH EVENT IN ITS HOME REGION. PATIENT ADVOCACY, ENGAGEMENT & EDUCATION PATIENT ADVOCATE FOUNDATION'S PATIENT ADVOCACY, ENGAGEMENT AND EDUCATION TEAM CO-CREATES A WIDE RANGE OF PROJECTS AND INITIATIVES WITH COMMUNITY PARTNERS, PATIENT ADVOCATES AND THE LARGER HEALTH CARE ECOSYSTEM. ESSENTIAL TO THE SUCCESS AND IMPACT OF THESE PROGRAMS IS WORKING WITH AND LEARNING FROM COMMUNITIES AND THE PATIENTS THAT PAF SERVES. KEY FY2024/2025 ACTIVITIES INCLUDED: PROJECT INNOVATIONADVANCING ACCESS TO MEDICAL AND SOCIAL INNOVATIONS THROUGH PATIENT-CENTERED CARE A COORDINATED, FLEXIBLE INITIATIVE FOR PATIENT ADVOCACY, ENGAGEMENT, AND OUTREACH ACTIVITIES. PAF'S FOCUS IS ON ADVANCING ACCESS TO MEDICAL AND SOCIAL INNOVATION THROUGH PATIENT-CENTERED CARE. THE GOAL IS TO BRING THE SAME SPIRIT AND STANDARDS OF INNOVATION TO ENSURE THAT ALL PATIENTS HAVE EQUITABLE ACCESS TO BOTH MEDICAL AND SOCIAL INNOVATIONS THAT IMPROVE HEALTH OUTCOMES AS WELL AS THE OPPORTUNITY TO CO-CREATE THOSE INNOVATIONS SO THEY REFLECT WHAT MATTERS MOST TO THE PATIENTS WHO WOULD BENEFIT THE MOST BUT OFTEN HAVE THE LEAST OR LAST ACCESS. THE INAUGURAL VIRTUAL BI-ANNUAL INNOVATION SUMMIT, ACHIEVING HEALTH JUSTICE TOGETHER, WAS HELD IN NOVEMBER 2024. THE SUMMIT SPEAKERS ADDRESSED ISSUES THAT STAND IN THE WAY OF ACHIEVING HEALTH JUSTICE AS WELL AS OPPORTUNITIES TO FIND COMMON GROUND TO CREATE CHANGE AND IMPACT. THE SECOND INNOVATION SUMMIT, HEAR ME NOW: INNOVATIVE STORYTELLING IN UNCERTAIN TIMES, TOOK PLACE IN MAY 2025 AND ADDRESSED HOW STORIES CAN HELP ENSURE HEALTH AND WELL-BEING FOR ALL. THE AVERAGE REGISTRATION FOR EACH SUMMIT WAS 450 PEOPLE. SHARED DECISION-MAKING FOR PEOPLE LIVING WITH CANCER AS A CHRONIC DISEASE AND OTHER SERIOUS ILLNESSES IS AN ONGOING, MULTI-YEAR INITIATIVE CO-CREATED WITH COMMUNITY PARTNERS INCLUDING THE FANNIE LOU HAMER CANCER FOUNDATION IN RULEVILLE, MISSISSIPPI, VCU MASSEY COMPREHENSIVE CANCER CENTER AND THE LA ALLIANCE FOR COMMUNITY HEALTH AND AGING IN YEARS 1 AND 2, AND IN YEAR 3 IN ADDITION TO THE PARTNERS LISTED ABOVE, THE COMMUNITY PARTNERS INCLUDED UI HEALTH MILE SQUARE HEALTH CENTER AND FORCE: FACING OUR RISK OF CANCER EMPOWERED. CO-CREATED WITH PARTNERS AND WORKING GROUPS, PAF HAS CREATED AND PRODUCED: 2 VIRTUAL SUMMITS, VIDEOS OF PARTICIPANTS, 2 PODCAST SEASONS, 2 ADVOCACY TRAINING MODULES TO DATE, BLOGS, AND PEER-REVIEWED PUBLICATIONS. ADVOCACY TRAINING CURRICULUM IS A UNIQUE SET OF TRAINING MODULES FOR PEOPLE WHO WANT TO IMPROVE THEIR ADVOCACY AND COMMUNICATIONS SKILLS AS WELL AS LEARNING HOW TO ADVOCATE FOR THEMSELVES AND OTHERS. THERE ARE 4 TRACKS FOR THE CURRICULUM: 1). 9-PART IMMERSIVE ADVOCACY CURRICULUM THAT COVERS A RANGE OF ASPECTS AND TOPICS ABOUT PATIENT ADVOCACY; 2). 4-PART STORYTELLING AND ACTIVE LISTENING SERIES, FOR WHICH WE HAVE ALSO PRODUCED A FEW LIVE WEBINARS TO FURTHER BUILD STORYTELLING SKILLS; 3). ADVOCATING FOR YOURSELF AND OTHERS, PART 1, BUILDING UPON LEARNINGS FROM OUR SHARED DECISION-MAKING PROJECT; 4). ADVOCATING FOR YOURSELF AND OTHERS, PART 2. AVERAGE REGISTERED USERS: 900. STORY SLAMS PROVIDE PATIENTS, CAREGIVERS, AND HEALTH CARE PROVIDERS WITH THE OPPORTUNITY TO BE HEARD AND SEEN THROUGH STORIES AND BECOME ACTIVE LISTENERS THEMSELVES. THEMES FOR PAST EVENTS INCLUDE TRUST AND TRUSTWORTHINESS AND SHARED DECISION-MAKING. ADVOCATES IN ACTION, THE PAF PODCAST SERIES IS DEDICATED TO AMPLIFYING THE POWERFUL STORIES OF INDIVIDUALS AND COLLECTIVE NEEDS OF VARIOUS COMMUNITIES ACROSS THE COUNTRY. IN SPRING 2025, PAF PRODUCED THE 9TH SEASON OF THE PODCAST SERIES IN COLLABORATION WITH VCU MASSEY COMPREHENSIVE CANCER CENTER. ADVOCACY COLLABORATIVE, A COLLABORATIVE OF PATIENTS, COMMUNITY ADVOCATES, CAREGIVERS AND HEALTH SERVICES RESEARCHERS WHO SHARE IDEAS, PRESENT WORK AND PROVIDE FEEDBACK ON PROJECT INNOVATION PROJECTS. ALL PROJECTS INVOLVE CO-CREATING PROGRAMS WITH PAF'S PARTNERS, UTILIZING BOTH QUANTITATIVE AND QUALITATIVE DATA DRAWN FROM PAF'S EXTENSIVE PATIENT BASE AND PROJECT PARTICIPANTS, DEVELOPING AND DISSEMINATING EDUCATIONAL RESOURCES AND MATERIALS, CONVENING KEY STAKEHOLDERS AND EXTERNAL PARTICIPATION IN A WIDE RANGE OF EXTERNAL WORKSHOPS, COMMITTEES, AND ADVISORY BOARDS. FORM 990, SCH A, PART II, SECTION C, LINE 17A, FACTS AND CIRCUMSTANCES TEST CONTINUED FROM SCHEDULE O (C) 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 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 RESOURCE TOOLS. ALL RESOURCES ARE ACCESSIBLE AT NO COST. IN FY2024/2025, THE FOUNDATION'S PATIENT EDUCATION AND EMPOWERMENT TEAM SUCCESSFULLY PUBLISHED 59 NEW OR REVISED PUBLICATIONS, ALONG WITH VIDEOS, EDUCATIONAL WEBINARS, AND PRESENTATIONS. ADDITIONALLY, PAF WORKED ON TWO MULTI-YEAR EDUCATIONAL PROJECTS: THE PATIENT ACTION COUNCIL PROJECT AND THE MEDICARE VIDEO SERIES. ADDITIONALLY, PAF HAS CONDUCTED A SERIES OF FOCUS GROUPS TO ENSURE OUR MATERIALS ARE UPDATED, CLEAR, AND PERSON-CENTERED. PATIENT ADVOCACY, ENGAGEMENT AND EDUCATION HAD AN ONGOING INTERNSHIP PARTNERSHIP WITH THE NYU GLOBAL PUBLIC HEALTH DEPARTMENT, AND IN FY2024/2025, AN NYU INTERN WORKING WITH THE EDUCATION TEAM ON CURRENT PROJECTS PERTAINING TO PAF'S NATIONAL FINANCIAL RESOURCE DIRECTORY AND PAF'S EDUCATION RESOURCE LIBRARY. THE NYU INTERN ASSIGNED TO THE PATIENT ADVOCACY AND ENGAGEMENT TEAM WORKED ON THE SHARED DECISION-MAKING INITIATIVE. IN FY2024/2025, THE DEPARTMENT CONDUCTED ITS FIRST IMPACT EVALUATION SURVEY FOR THE EDUCATION RESOURCE LIBRARY. 95% OF INDIVIDUALS FOUND THE ERL TO BE VALUABLE, 80% OF THE RESPONDENTS FELT THAT THE ERL WAS CLEAR AND EASY TO USE, 78% OF THE RESPONDENTS FELT THAT THE ERL PROVIDED INFORMATION THAT WOULD HELP THEM MAKE INFORMED DECISIONS THROUGHOUT THEIR HEALTHCARE JOURNEY AND 81% OF THE RESPONDENTS FELT THAT IF THEY ENCOUNTERED A HEALTHCARE CHALLENGE IN THE FUTURE, THEY WOULD COME BACK TO THE ERL TO GET ASSISTANCE. IN FY2024/2025, PAF'S MOST UTILIZED RESOURCE WAS THE PAF NATIONAL FINANCIAL RESOURCE DIRECTORY. USERS OF THE DIRECTORY CONDUCTED A TOTAL OF 121,476 SEARCHES. THESE SEARCHES YIELDED 6,635,191 MATCHING RESOURCES, A 78% INCREASE OVER LAST FY, AND AVERAGING 55 CUSTOMIZED RESOURCES PER SEARCH, A 77% INCREASE OVER LAST FY. THE MOST FREQUENTLY SOUGHT-AFTER FINANCIAL ASSISTANCE CATEGORIES WERE FOR COST OF LIVING AND MEDICAL AND PRESCRIPTION COSTS. THE TOP 6 ASSISTANCE TYPES, RANKED BY SEARCH FREQUENCY, WERE: FINANCIAL ASSISTANCE SUPPORT, CHARITABLE COPAYMENT NEW AND REVISED PATIENT EDUCATION PUBLICATIONS, AUDIO RECORDINGS, EDUCATIONAL WEBINARS & PRESENTATIONS NEW (28) THE SPOTLIGHT: JULY 2024, NEW RESOURCES TO HELP YOU WRITE AN APPEAL LETTER THE SPOTLIGHT: AUGUST 2024, PAF LISTENS: YOUR FEEDBACK SHAPES OUR FUTURE RESOURCES THE SPOTLIGHT: SEPTEMBER 2024, PAF'S NEW GUIDE HELPS YOU MAKE SENSE OF YOUR MEDICATION BENEFITS THE SPOTLIGHT: OCTOBER 2024, BIG CHANGES ARE COMING TO MEDICARE PRESCRIPTION BENEFITS THE SPOTLIGHT, NOVEMBER 2024: OPEN ENROLLMENT, YOUR ANNUAL HEALTH INSURANCE CHECK-UP THE SPOTLIGHT, DECEMBER 2024: A LOOK BACK AT THE YEAR THE SPOTLIGHT, JANUARY 2025: HEALTH INSURANCE RESOLUTIONS THE SPOTLIGHT, FEBRUARY 2025: YOUR GUIDE TO PROACTIVE HEALTH THE SPOTLIGHT, MARCH 2025: MEET OUR PATIENT RESOURCE WORKING GROUP THE SPOTLIGHT, APRIL 2025: HEAR FROM ALLYSA DITTMAR, VICE PRESIDENT OF DEAFHEALTH THE SPOTLIGHT, MAY 2025: INTRODUCING OUR NEW PATIENT GUIDES THE SPOTLIGHT, JUNE 2025: EMPOWERING YOURSELF THROUGH INFORMED DECISIONS THE INSIDER'S GUIDE TO DRUG FORMULARIES & MEDICATION BENEFITS NEW MEDICARE PRESCRIPTION PAYMENT PLAN FILLING THE GAPS WITH SUPPLEMENTAL INSURANCE MENTAL HEALTH RESOURCE GUIDE 2025 PATIENT CALENDAR MAKE A DIFFERENCE: TIPS ON HOW TO BE A MORE EFFECTIVE COMMUNITY ADVOCATE EXPLORING ALTERNATIVE FUNDING PROGRAMS A HOW-TO GUIDE TO PLANNING AHEAD AND FINANCING YOUR HEALTHCARE FINDING A HEALTHCARE TEAM THAT WORKS FOR YOU A HOW-TO GUIDE TO PLANNING AHEAD AND FINANCING YOUR HEALTHCARE MAKING INFORMED DECISIONS ABOUT YOUR CANCER CARE FACT OR FICTION? FINDING CREDIBLE HEALTH INFORMATION ONLINE HEALTHCARE CONVERSATIONS: COMMUNICATING WHAT'S IMPORTANT TO YOU A PATIENT'S GUIDE TO ASKING THE RIGHT QUESTIONS AND FINDING SUPPORT A PATIENT'S GUIDE TO LIVING WITH A NEW DIAGNOSIS FLYER: PATIENT ADVOCACY & EDUCATION PROGRAMS REVISED (13) A USER'S GUIDE TO HEALTH INSURANCE MARKETPLACES MAKING THE RIGHT HEALTH INSURANCE CHOICE CHOOSE THE RIGHT HEALTH INSURANCE FOR YOU WHY HEALTH INSURANCE IS IMPORTANT COMMON ROADBLOCKS TO CARE PICKING A HEALTH PLAN THAT WORKS FOR YOU COMMON INSURANCE CHALLENGES WITH MEDICATIONS UNDERSTANDING YOUR WORKPLACE BENEFITS CHOOSE WISELY: TIPS FOR MEDICARE OPEN ENROLLMENT 10 TIPS TO HELP YOU GET THE MOST OUT OF YOUR HEALTH INSURANCE UNDERSTANDING YOUR HEALTH INSURANCE POLICY DOCUMENTS ENGAGING WITH INSURERS: APPEALING A DENIAL A GUIDE TO PAYING FOR MEDICATIONS EDUCATIONAL WEBINARS (2) MEDICARE AND MARKETPLACE OPEN ENROLLMENT 2025 VIDEO INFLATION REDUCTION ACT: WHAT DOES IT REALLY MEAN FOR YOU AND YOUR PATIENTS VIDEO EDUCATIONAL VIDEOS (12) VIDEO 1: WELCOME TO OUR GUIDE: MEDICARE: PICKING THE RIGHT COVERAGE VIDEO 2: WHAT IS MEDICARE? VIDEO 3: MEDICARE PART A BASICS VIDEO 4: MEDICARE PART B BASICS VIDEO 5: MEDICARE PART C BASICS VIDEO 6: MEDICARE PART D BASICS VIDEO 7: MEDICARE SUPPLEMENT PLANS INTRO: MEDIGAP BASICS VIDEO 8: MEDICARE ELIGIBILITY UNDER AGE 65 VIDEO 9: MEDICARE ELIGIBILITY AGE 65 OR OLDER VIDEO 10: COBRA: IF YOU'RE EMPLOYED OR UNEMPLOYED VIDEO 11: BUYING INTO MEDICARE VIDEO 12: MEDICARE ANNUAL OPEN ENROLLMENT PRESENTATIONS (4) UNDERSTANDING YOUR MEDICARE BENEFIT (ALS ASSOCIATION, JULY 29, 2024) OPEN ENROLLMENT MATTERS: HEALTH INSURANCE CONSIDERATIONS FOR PEOPLE DIAGNOSED WITH ALS (LES TURNER ALS FOUNDATION, SEPTEMBER 19, 2024) DON'T MISS YOUR WINDOW: TIPS AND CONSIDERATIONS FOR MEDICARE AND MARKETPLACE OPEN ENROLLMENT (MISSION MSA, OCTOBER 15, 2024) MAKE YOUR INSURANCE WORK FOR YOU: TIPS TO MAXIMIZE YOUR BENEFITS (TIMEBANK BY HEALTHFIRST FOUNDATION, FEBRUARY 13, 2025) COMMUNICATIONS AND OUTREACH PAF EXPERIENCED A SURGE OF MEDIA COVERAGE DURING THIS PERIOD, LARGELY DUE TO INTEREST IN APPEALS AND OTHER NAVIGATION ISSUES, RESULTING IN GROWTH FROM $3.5 MILLION IN ADVERTISING EQUIVALENCE TO ALMOST $12 MILLION, WITH SPOTS ON CNN, FOX BUSINESS, THE NEW YORK TIMES, AND OTHER HIGH-PROFILE OUTLETS. PAF'S ADVERTISING EQUIVALENCY METRIC HAS EXPERIENCED TREMENDOUS GROWTH OVER THE LAST 10 YEARS WITH ZERO ADVERTISING DOLLARS, INSTEAD USING THOUGHT LEADERSHIP AND STRONG MEDIA RELATIONS TO GROW ITS BRAND. DURING FY2024/2025, 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 FY24/25, PAF ATTENDED 152 OUTREACH EVENTS AND DISTRIBUTED 4852 EDUCATIONAL PUBLICATIONS IN BOTH ENGLISH AND SPANISH THROUGH THESE EVENTS, AN INCREASE OF 17%. 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 FY2024-2025 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, AND THE UNIVERSITY OF CALIFORNIA IRVINE. 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 PAF'S PEER REVIEWED PUBLICATIONS. THIS YEAR SIX ARTICLES WERE PUBLISHED IN PEER REVIEWED JOURNALS AND WORK WAS PRESENTED TWELVE TIMES (PRESENTATION, PODIUM SPEECHES, POSTERS) AT NATIONAL MEETINGS. PAF'S WORK IS DOCUMENTED IN THE "YEAR IN REVIEW" (FOUND HERE). 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 MICHIGAN ONCOLOGY QUALITY CONSORTIUM (MOQC) INTEGRATED PATIENT PERSPECTIVES INTO SDOH SCREENING AND RESPONSE IN CANCER PRACTICES. PAF ALSO SERVED AS THOUGHT LEADERS AND CONTENT EXPERTS, AS WELL AS KEY PARTNERS IN FACILITATION OF OUTREACH AND COLLECTION OF THE PATIENT EXPERIENCE ON NUMEROUS 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'S 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 SCHOLARSHIP FOR SURVIVORS PROGRAM IT IS COMMON FOR PAF 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 BEEN DIAGNOSED WITH, OR ARE LIVING WITH, 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 OCTOBER 5, 2024. THROUGH THIS EVENT, GENEROUS PAF DONORS HELPED SUPPORT 40 SCHOLARSHIPS THROUGH THE SCHOLARSHIP FOR SURVIVORS PROGRAM FOR THE 2024-2025 ACADEMIC YEAR. TO DATE, PAF HAS AWARDED 275 SCHOLARSHIPS TOTALING OVER ONE MILLION DOLLARS. PUBLIC SUPPORT PERCENTAGE THE FOUNDATION'S CUMULATIVE PUBLIC SUPPORT PERCENTAGE THROUGH JUNE 30, 2025, IS 19.62%. 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, AS MODIFIED. 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 LONG-STANDING, 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 ADVOCACY AND 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, AS MODIFIED. 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 SUFFICIENT FUNDING TO SUPPORT THE FOUNDATION'S PROGRAM SERVICES FOR THE GENERAL PUBLIC EACH YEAR. THE FOUNDATION EMPLOYS A DEDICATED PROGRAM DEVELOPMENT STAFF OF EIGHT (8) 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 FY2024/2025, THE PROGRAM DEVELOPMENT STAFF SUBMITTED 891 GRANTS AND FACILITATED FUNDRAISING CAMPAIGNS TO THE PUBLIC. FORM 990, SCH A, PART II, SECTION C, LINE 17A, FACTS AND CIRCUMSTANCES TEST CONTINUED FROM SCHEDULE O (E) OVER THE LAST FIVE YEARS, PAF'S MISSION HAS BEEN SUPPORTED BY 2096 DONORS ACROSS ALL SOURCES OF CHARITABLE DONATIONS. IN FY2024/2025, PAF RECEIVED CONTRIBUTIONS FROM 542 DONORS INCLUDING SUPPORT FROM INDIVIDUALS, CORPORATE FOUNDATIONS, GOVERNMENT AGENCIES AND NON-PROFIT ORGANIZATIONS. FURTHER IN FY204/2025, PAF RECEIVED DONATIONS OF SUPPORT FROM THIRTY-FIVE (35) NON-PROFIT ORGANIZATIONS, ALL 501(C)(3) PUBLIC CHARITIES AND PRIVATE FOUNDATIONS, OF WHICH EIGHT (8) WERE NEW DONORS INCLUDING ALZHEIMER'S ASSOCIATION, COPD FOUNDATION, DELAWARE J.C.I SENATE, FARE - FOOD ALLERGY RESEARCH & EDUCATION, KYLER CARES FOUNDATION, LUCKY SEVEN FOUNDATION, PATIENT ACCESS NETWORK FOUNDATION, AND THE DIXIE FOUNDATION INC. 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 FY2024/2025, PAF ADDED, EXPANDED, AND MAINTAINED SEVERAL KEY PATIENT PROGRAMS WITH THE SUPPORT OF OTHER NON-PROFIT ORGANIZATIONS. PAF ADDED TWO (2) NEW CASE MANAGEMENT PROGRAMS IN FY2024/2025 INCLUDING THE NATIONAL MULTIPLE SCLEROSIS SOCIETY'S CASE MANAGEMENT PROGRAM IN PARTNERSHIP WITH THE NATIONAL MULTIPLE SCLEROSIS SOCIETY SUPPORTING PATIENTS WITH MS NAVIGATE INSURANCE, ACCESS AND AFFORDABILITY ISSUES AND KYLER CARES CONNECT IN PARTNERSHIP WITH KYLER CARES FOUNDATION TO ASSIST TYPE I DIABETIC PATIENTS NAVIGATING ACCESS AND AFFORDABILITY ISSUES IMPACTING ACCESS TO MEDICATIONS, DIABETIC TECHNOLOGY AND CARE. PAF ALSO EXPANDED ITS FINANCIAL NAVIGATION SERVICES IN PARTNERSHIP WITH THE PANCREATIC CANCER ACTION NETWORK AND CONTINUED ITS SUPPORT FOR PATIENTS WITH ESOPHAGEAL CANCER THROUGH THE ESOPHAGEAL CANCER CARELINE, FUNDED BY THE ESOPHAGEAL CANCER AWARENESS ASSOCIATION AND THE NOCC RESOURCE NAVIGATION PROGRAM, FUNDED BY THE NATIONAL OVARIAN CANCER COALITION. LONGSTANDING COLLABORATIONS ALSO CONTINUED, INCLUDING ZERO PROSTATE CANCER'S SUPPORT OF THE ZERO360 CASE MANAGEMENT PROGRAM, AND THE ALS ASSOCIATION'S SUPPORT OF THE ALS BENEFIT AND RESOURCE LINE. PAF MAINTAINED ITS ENDURING PARTNERSHIP WITH THE AMERICAN CANCER SOCIETY, WHICH BEGAN IN 2008, AND CONTINUED ITS WORK WITH THE DONNA FOUNDATION TO DELIVER FINANCIAL AID AND CASE MANAGEMENT FOR BREAST CANCER PATIENTS. ADDITIONAL SUPPORT FOR CANCER PATIENTS WAS SUSTAINED THROUGH PARTNERSHIPS WITH LIVESTRONG VIA THE LIVESTRONG FERTILITY PROGRAM, FUCK CANCER, AND CINCINNATI CANCER ADVISORS. THE BEGIN AGAIN FOUNDATION CONTINUED ITS SUPPORT FOR PATIENTS AFFECTED BY TOXIC SHOCKS PAF LAUNCHED A NEW FINANCIAL AID FUND THAT ASSISTS TYPE I DIABETIC PATIENTS, THOUGH THE KYLER CARES TECHNOLOGY GRANT, ACCESS CONTINUOUS GLUCOSE MONITORS AND DIABETIC PUMPS THROUGH THE PROVISION OF FINANCIAL AID. THE BEGIN AGAIN FOUNDATION CONTINUED SUPPORTING PATIENTS WITH SEPSIS, ARDS, AND TOXIC SHOCK THROUGH THE FOUR FINANCIAL AID FUNDS. AS WELL AS PROVIDING CONTINUED SUPPORT OF THE ANGEL FUND, HELPING WITH BURIAL/FUNERAL EXPENSES. THE NATIONAL OVARIAN CANCER COALITION (NOCC) CONTINUED TO SUPPORT THE TWO FAF'S FOR OVARIAN CANCER PATIENTS, MIA MIRACLE'S CONTINUED TO SUPPORT AN FAF FOR PEDIATRIC BRAIN CANCER PATIENTS, THE ARDS ALLIANCE CONTINUED SUPPORT FOR ARDS PATIENTS THROUGH THE SUMITA DIXIT RECOVERY FUND AND ONE THAT SUPPORTS THE TRAVEL EXPENSES OF PROSTATE CANCER PATIENTS LIVING IN OKLAHOMA. 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. 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 SUPPLEMENTAL ADVISORY BULLETINS PUBLISHED BY THE OIG THAT ARE APPLICABLE TO CHARITABLE PATIENT ASSISTANCE PROGRAMS. THE PROCESS UTILIZED IS DIRECTED AND COMPLETED BY PAF AND INCLUDES 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 140 DISEASE FUNDS AS OF THE END OF FY2024/2025. 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 RELATED 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 2024 AND THE ENTIRE PAF STAFF RECEIVED THE ANNUAL TRAINING IN AUGUST AND SEPTEMBER 2024. 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 2024, PROVIDES GUIDELINES AND PROCEDURES RELATED 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 2096 ORGANIZATIONS AND INDIVIDUALS INCLUDING, BUT NOT LIMITED TO, THE FOLLOWING: O ACADEMYHEALTH O ACROMEGALY COMMUNITY O ALS ASSOCIATION O ALZHEIMER'S ASSOCIATION O AMERICAN CANCER FUND O AMERICAN CANCER SOCIETY O AMERICAN DIABETES ASSOCIATION O AYCO CHARITABLE FOUNDATION O BATTLE CREEK COMMUNITY FOUNDATION O BEGIN AGAIN FOUNDATION O BLACK WOMEN'S HEALTH IMPERATIVE O BLUE CIRCLE HEALTH O BRIGHT FUNDS FOUNDATION O CHARITIES AID FOUNDATION OF AMERICA O CHARITY ON TOP FOUNDATION, INC. O CINCINNATI CANCER FOUNDATION, INC. O COALITION FOR HEADACHE AND MIGRAINE PATIENTS O COPD FOUNDATION O DELAWARE J.C.I SENATE O DIVE INTO THE PINK, INC. FORM 990, SCH A, PART II, SECTION C, LINE 17A, FACTS AND CIRCUMSTANCES TEST CONTINUED FROM SCHEDULE O (F) O EC AWARE O ECOG-ACRIN MEDICAL RESEARCH FOUNDATION, INC O FARE - FOOD ALLERGY RESEARCH & EDUCATION O FLORIDA ALLIANCE FOR HEALTHCARE VALUE O FOUNDATION FOR SARCOIDOSIS RESEARCH O FRIENDS OF CANCER RESEARCH O FUCK CANCER O GIVINGA FOUNDATION, INC. O GOLDMAN SACHS GIVES O GOODCOIN FOUNDATION O HEALTH RESOURCES IN ACTION O ICER O JUSTGIVE O KAPLAN FAMILY FOUNDATION O KYLER CARES FOUNDATION O LANGLEY FOR FAMILIES FOUNDATION O LEUKEMIA & LYMPHOMA SOCIETY O LIVESTRONG FOUNDATION O LL12 LLC O LUNGEVITY FOUNDATION O MIA'S MIRACLES 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 - NOCC O NORC O OMAHA COMMUNITY FOUNDATION O PANCREATIC CANCER ACTION NETWORK O PAN FOUNDATION O PATIENT ACCESS NETWORK FOUNDATION O PATIENT ADVOCATE FOUNDATION O PATRIC YOUNG FOUNDATION O PCORI O PGA TOUR CHARITIES, INC. O PHARMACY QUALITY ALLIANCE O PHRMA FOUNDATION O PIKES PEAK UNITED WAY O S. SYDNEY DEYOUNG FOUNDATION O SHARSHERET O T. ROWE PRICE PROGRAM FOR CHARITABLE GIVING O THE ARDS ALLIANCE O THE DONNA FOUNDATION O W. MONTAGUE COBB NMA HEALTH INSTITUTE O WINSTON-SALEM FOUNDATION O YOUNG SURVIVAL COALITION O ZERO PROSTATE CANCER O GOVERNMENTAL AGENCIES: O CENTERS FOR DISEASE CONTROL AND PREVENTION O CITY OF NEWPORT NEWS O CORPORATIONS AND CORPORATE FOUNDATIONS O 167 DONATING CORPORATIONS AND CORPORATE FOUNDATIONS O 51 MADE DONATIONS IN FY2024/2025 O ACADEMIC AND RESEARCH INSTITUTIONS & PRIVATE FOUNDATIONS O AUGUST & ROSEMARY RIDOLFI IRREVOCABLE TRUST O BERNARD MCDONOUGH FOUNDATION, INC. O BFSC AT LSU O BLUEPRINT PREP O COLUMBIA UNIVERSITY SCHOOL OF NURSING O FISHMAN FAMILY FOUNDATION O GREATER NATIONAL ADVOCATES INC. O HARVARD MEDICAL SCHOOL O HIGH PINES FOUNDATION O LUCKY SEVEN FOUNDATION O MAHAN FOUNDATION O RANDOLPH D. ROUSE FOUNDATION O ROBERT WOOD JOHNSON FOUNDATION O SEEDS OF FAITH, INC. O THE DIXIE FOUNDATION INC O THE MITCHELL DAUGHTERS 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 O UNIVERSITY OF WASHINGTON SCHOOL OF NURSING O XAVIER UNIVERSITY OF LOUISIANA GENERAL PUBLIC O RECEIVED MEMORIAL, HONORARY, AND GENERAL SUPPORT AND CONTRIBUTIONS FROM OVER 459 INDIVIDUALS IN FY2024/2025. O RECEIVED DONATIONS FROM OVER 1763 INDIVIDUALS OVER THE PAST 5 YEARS IN FY2024/2025, PAF RECEIVED CONTRIBUTIONS FROM 542 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 COMPRISES 14 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 GOVERNING 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 MEETS 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 FY2024/2025. 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 FY2024/2025 CONSISTED OF SEVEN (7) 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 WITH THE FOUNDATION, OR BOTH. 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, ADVOCACY AND OUTREACH PROGRAMS, HEALTH SERVICES RESEARCH 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 FY2024/2025, PAF SERVED 162,172 PEOPLE, LIVING IN ALL 50 STATES AND US TERRITORIES, 91% OF ALL US COUNTIES, SUFFERING WITH OVER 773 VARIOUS CHRONIC, DEBILITATING AND/OR CRITICAL DISEASES. FORM 990, SCH A, PART II, SECTION C, LINE 17A, FACTS AND CIRCUMSTANCES TEST CONTINUED FROM SCHEDULE O (G) 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 SERVICE DATA AND ANNUAL IMPACT REPORT. 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 FY2024/2025, OVER 1.5 MILLION EMAILS SUCCESSFULLY REACHED PAF SUBSCRIBERS WITH PAF NEWS, DISEASE INFORMATION AND PUBLIC HEALTH PREFERENCES, WITH A 44.5% 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). NATIONAL PATIENT ADVOCATE FOUNDATION (NPAF) 725 15TH STREET WASHINGTON DC 20005 541839226 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 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 1 1 1 0 0 NATIONAL PATIENT ADVOCATE FOUNDATION M 516000 NATIONAL PATIENT ADVOCATE FOUNDATION O 464522 NATIONAL PATIENT ADVOCATE FOUNDATION P 13140 NATIONAL PATIENT ADVOCATE FOUNDATION Q 8700