2024-11-14T13:17:20-06:00 2024-06-30 540504608 BROWN EDWARDS & COMPANY LLP 701 TOWN CENTER DRIVE SUITE 700 NEWPORT NEWS VA 23606 990 2023-07-01 541839226 NATIONAL PATIENT ADVOCATE FOUNDATION NATI 7579521369 421 BUTLER FARM ROAD HAMPTON VA 23666 DR ALAN BALCH CHIEF EXECUTIVE OFFICER 7578736668 2024-11-07 1 0 HUGH BARLOW P00422004 7578731033 2024-11-07 2023 2024-10-15 13:58:12Z DR ALAN BALCH 421 BUTLER FARM ROAD HAMPTON VA 23666 1470544 0 X WWW.NPAF.ORG X 1996 VA NATIONAL PATIENT ADVOCATE FOUNDATION (NPAF) IS A NON-PROFIT ORGANIZATION THAT BRINGS PATIENT AND CAREGIVER VOICES TO HEALTH SYSTEM DELIVERY REFORM. NPAF DEVELOPS AND DRIVES INITIATIVES PROMOTING EQUITABLE ACCESS TO AFFORDABLE QUALITY HEALTH CARE THROUGH POLICY ACTION AND PUBLIC AND PRIVATE PARTNERSHIPS. OUR PRIMARY OBJECTIVE IS TO PRIORITIZE THE PATIENT VOICE IN HEALTH SYSTEM DELIVERY REFORM TO ACHIEVE PERSON-CENTERED CARE. 13 13 9 2 0 0 1068104 1065733 412500 360000 23431 44811 0 0 1504035 1470544 0 0 0 0 1133991 992576 0 0 103218 369922 432406 1503913 1424982 122 45562 1606464 1603098 488068 439140 1118396 1163958 X THE NATIONAL PATIENT ADVOCATE FOUNDATION, THE ADVOCACY AFFILIATE OF THE PATIENT ADVOCATE FOUNDATION, REPRESENTS THE PATIENT VOICE, BOTH THE POWERFUL STORIES OF INDIVIDUALS AND THE COLLECTIVE NEEDS OF THE COMMUNITY. OUR PROGRAMS ARE DEVELOPED TO REFLECT THE EXPERIENCES AND OVERCOME THE BARRIERS THAT PAF PATIENTS WHO ARE LIVING WITH CHRONIC, DEBILITATING OR LIFE-THREATENING ILLNESS AND THEIR CAREGIVERS ENCOUNTER IN ACCESSING AFFORDABLE, QUALITY HEALTH CARE. NPAF IS A THOUGHT LEADER IN DEVELOPING POLICIES THAT PROTECT PATIENTS AND CAREGIVERS FROM LACK OF TRANSPARENCY, MEDICAL DEBT AND EQUITABLE ACCESS TO CARE AND SERVICES AT KEY POINTS DURING THEIR ILLNESS. 0 0 512274 12500 NATIONAL PATIENT ADVOCATE FOUNDATION (NPAF) PURSUES SYSTEM-LEVEL SOLUTIONS THROUGH PUBLIC POLICY AND PARTNERSHIPS TO SUPPORT PHYSICAL, MENTAL AND FINANCIAL WELL-BEING FOR PATIENTS AND FAMILIES COPING WITH COMPLEX AND CHRONIC CONDITIONS. AS PATIENT ADVOCATE FOUNDATION'S CHARITABLE 501(C)(3) ADVOCACY AFFILIATE, NPAF PRIORITIZES REFORMS THAT ADDRESS HEALTH INEQUITIES, OUTCOMES DISPARITIES AND UNMET NEEDS ENDURED BY PATIENT POPULATIONS OFTEN HARDEST HIT BY SOCIAL DRIVERS OF HEALTH, HEALTH-RELATED SOCIAL RISK, SYSTEMIC RACISM AND DISCRIMINATION.NPAF'S POLICY AND FIELD ADVOCACY PROGRAM HAS BUILT A COMMITTED NETWORK OF SKILLED PATIENT AND CAREGIVER ADVOCATES AS GRASSROOTS VOLUNTEERS. OUR VOLUNTEER "AMBASSADORS" ARE POSITIONED THROUGH THIS PROGRAM TO SHARE THEIR LIVED EXPERIENCES AND INSIGHTS TO INFORM HEALTHCARE CHANGE THROUGH ADVISORY GROUP ROLES, POLICY ISSUE BRIEFINGS, SKILLS AND RESOURCES DEVELOPMENT AND HEALTH REFORM CAMPAIGNS. NPAF INVESTED CONSIDERABLE STAFF EFFORT AND ORGANIZATIONAL RESOURCES IN BUILDING, MAINTAINING AND EXPANDING THIS PROGRAM TO ENHANCE COMMUNICATION CHANNELS, WEBSITE CONTENT AND ACTIVITIES OF OUR VOLUNTEERS NATIONWIDE WHILE FOSTERING DEEPER RELATIONSHIPS AND CONNECTIONS AMONG THEM. MEMBERS OF NPAF'S NATIONAL PATIENT ADVOCATE NETWORK HAVE CULTIVATED STRONG TIES IN THEIR RESPECTIVE COMMUNITIES AND ARE POSITIONED TO HELP ADVANCE COLLECTIVE ACTION FOR HEALTHCARE CHANGE. THESE ADVOCATES ARE HIGHLY MOTIVATED TO MOBILIZE BEHIND SHARED AIMS OF MITIGATING DISPARITIES AND US HEALTHCARE SYSTEM COMPLEXITIES THAT EXACERBATE BURDENS FOR COMMUNITIES OF COLOR, LBGTQ+ PATIENTS, JUSTICE-INVOLVED 475203 347500 THE POLICY CONSORTIUM BRINGS TOGETHER A DIVERSE GROUP OF ADVOCATES, EXPERTS AND GRASSROOTS ACTIVISTS TO DISCUSS THE MOST PRESSING ISSUES OF THE DAY, ALONG WITH PATIENT ADVOCATE FOUNDATION CASE MANAGERS AND PATIENTS THEY'VE SERVED. NPAF CONVENES PEOPLE FROM AROUND THE COUNTRY, FROM DIVERSE BACKGROUNDS AND SOCIOECONOMIC CIRCUMSTANCES, WHO HAVE BEEN DIRECTLY IMPACTED BY THE FEATURED ISSUE. THE POLICY CONSORTIUM IS ANCHORED BY DATA. IT FEATURES REAL, DE-IDENTIFIED PATIENT DATA FROM THE PATIENT ADVOCATE FOUNDATION, HIGHLIGHTING LIVED PATIENT EXPERIENCES AND TRENDS OVER TIME. PAST POLICY CONSORTIUMS HAVE LED TO DIRECT ACTION ON ISSUES AS DIVERSE AS WELLNESS COVERAGE, TRANSPORTATION ACCESS AND SHARED DECISION-MAKING. THERE ARE TWO MEETINGS PER YEAR AS WELL AS ONGOING COMMUNICATIONS AND MATERIALS RELATED TO THE PARTICULAR MEETING TOPICS, SUCH AS NEWSLETTERS, VIDEO CONTENT, ISSUE BRIEFS, AND PEER-REVIEWED PUBLICATIONS. LAUNCHED IN 2021, WE CREATED THE ADVOCACY CURRICULUM FOR PEOPLE TO DEVELOP THEIR SKILLS IN ADVOCACY, BOTH SELF-ADVOCACY AND ADVOCACY ON BEHALF OF OTHERS. WE HAVE COMPLETED EIGHT SEASONS OF THE ADVOCATES IN ACTION PODCAST SERIES. THIS PODCASTS REPRESENTS A DEEP, RICH LIBRARY OF PATIENT AND CAREGIVERS' VOICES AND PERSPECTIVES ON KEY ISSUES RELATED TO HEALTH CARE ACCESS AND EQUITY. 987477 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 1 0 0 0 0 0 1 0 0 0 1 20 0 1 9 1 0 0 0 0 0 0 0 0 0 0 0 0 X 13 13 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 VA X CORPORATE OFFICE 7579520592 421 BUTLER FARM ROAD HAMPTON VA 23666 AL BENSON III MD FACP PAST BOARD PRESIDENT 1.00 1.00 X 0 0 0 JOHN L MURPHY FINANCE COMMITTEE CHAIR 1.00 1.00 X X 0 0 0 OTIS MAYNARD ESQ BOARD PRESIDENT 1.00 1.00 X X 0 0 0 MAUREEN CULBERTSON BOARD MEMBER 1.00 1.00 X 0 0 0 NORMAN HUBBARD MBA BOARD MEMBER 1.00 1.00 X 0 0 0 LARRI SHORT BOARD SECRETARY 1.00 1.00 X X 0 0 0 BRYAN LOY MD MBA BOARD MEMBER 1.00 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 REGINALD TUCKER-SEELEY MA SCM SCD BOARD MEMBER 1.00 1.00 X 0 0 0 LORETTA WILLIAMS PHDAPRNMSN BSNBA BOARD MEMBER 1.00 1.00 X 0 0 0 DAVID WHITE BOARD MEMBER 1.00 1.00 X 0 0 0 MARIA TOLER BOARD MEMBER 1.00 X 0 0 0 DR ALAN J BALCH PHD CHIEF EXECUTIVE OFFICER 20.00 20.00 X 125000 460693 14753 GWEN DARIEN EVP, PATIENT ADVOCACY 40.00 X 231662 0 22548 REBECCA KIRCH EVP, POLICY & PROGRAMS 40.00 X 214573 0 26075 MELISSA WILLIAMS ASSOC. DIR., POLICY AND FIELD ADVOCACY 40.00 X 103070 0 17572 CAITLIN DONOVAN SENIOR DIRECTOR PR 40.00 X 126262 0 5901 800567 460693 86849 5 0 1 0 0 1042450 23283 1065733 MEMBERSHIP DUES - PROG 541900 360000 360000 360000 44811 44811 1470544 360000 0 44811 125000 86250 27500 11250 711874 491193 156613 64068 31947 22044 7028 2875 56078 38691 12338 5049 67677 46697 14889 6091 29760 29760 140940 140940 28340 13828 14512 57502 22907 31606 2989 84911 58589 18680 7642 13412 13412 41399 41399 30656 21153 6744 2759 5000 3450 1100 450 STAFF AND WELFARE 486 336 105 45 1424982 987477 334287 103218 200 200 1297198 1377622 22575 40475 32151 33176 130824 113952 47528 16872 206812 134753 1606464 1603098 95024 81211 184950 198400 208094 159529 488068 439140 X 1118396 1163958 1118396 1163958 1606464 1603098 45562 0 X X 0 1 X 1 0 X X 1 PATIENT ADVOCATE FOUNDATION 541806317 7 1 0 780000 1 0 780000 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 3067 3067 0 127757 110885 16872 16872 DUE FROM PAF 9950 ROU ASSET 124803 134753 DUE TO PAF 34034 LEASE LIABILITY 125495 159529 X 1636127 165583 165583 1470544 0 1470544 1590565 165583 165583 1424982 0 1424982 PART X, LINE 2: THE FOUNDATION IS EXEMPT FROM INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE; ACCORDINGLY, THE ACCOMPANYING FINANCIAL STATEMENTS DO NOT REFLECT A PROVISION OR LIABILITY FOR FEDERAL AND STATE INCOME TAXES. X X X X X 0 0 0 0 0 0 0 0 0 DR ALAN J BALCH PHD CHIEF EXECUTIVE OFFICER 125000 436101 0 24592 0 0 0 13200 0 1553 125000 475446 0 0 GWEN DARIEN EVP, PATIENT ADVOCACY 230462 0 1200 0 0 0 9149 0 13399 0 254210 0 0 0 REBECCA KIRCH EVP, POLICY & PROGRAMS 213373 0 1200 0 0 0 8437 0 17638 0 240648 0 0 0 DR ALAN J BALCH CHIEF EXECUTIVE OFFICER 1619628 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. 0 FORM 990 - PAGE 1 - BOX I EFFECTIVE 7/1/22, NATIONAL PATIENT ADVOCATE FOUNDATION IS A 501(C)(3) ORGANIZATION. AN IRS DETERMINATION LETTER DATED 4/18/23, NOTED THE ORGANIZATION WAS TO BE EXEMPT FROM FEDERAL INCOME TAX UNDER INTERNAL REVENUE CODE 501(C)(3). FURTHER, THE ORGANIZATION WAS DETERMINED TO BE A PUBLIC CHARITY UNDER IRC SECTION 509(A)(3). PREVIOUSLY, THE ORGANIZATION WAS EXEMPT FROM FEDERAL INCOME TAX UNDER INTERNAL REVENUE CODE 501(C)(4). PART III LINE 4A POPULATIONS, AND OTHERS LIVING ON LOW-INCOME OR IN HEALTHCARE SHORTAGE AREAS. WITH THE SUPPORT OF NPAF TRAINING, THESE ADVOCATES BECOME HIGHLY SKILLED AT SHARING THEIR STORIES AND LIVED EXPERIENCE EXPERTISE IN VARIOUS INFLUENTIAL FORUMS. PATIENT PARTNERS FOR EQUITY (PP4E) IS A CENTRAL ELEMENT OF NPAF'S VOLUNTEER PROGRAM, DESIGNED TO EXPAND OUR PARTNERSHIPS IN COMMUNITIES, GRASSROOTS TRAINING AND MOBILIZATION THAT BROADENS THE REACH OF NPAF'S PERSON-CENTERED POLICY AGENDA TO ADVANCE HEALTH EQUITY REFORMS. THE PROGRAM BUILDS POWERFUL COMMUNITY CONNECTIONS AND COLLABORATIVE PARTNERSHIPS ACROSS MULTIPLE SECTORS TO DEVELOP AND DRIVE GRASSROOTS CAMPAIGNS IDENTIFIED THROUGH NPAF'S POLICY PRINCIPLES AND COMMUNITY ENGAGEMENT. THROUGHOUT THE YEAR, PP4E OFFERS VIRTUAL CONVENINGS, MONTHLY NEWSLETTER COMMUNICATIONS, AND SPECIFIC ADVOCACY OPPORTUNITIES FOR ADVANCING PATIENT AND CAREGIVER PERSPECTIVES AND PRIORITIES IN HEALTHCARE RESEARCH AND POLICY REFORM. THIS PROGRAM HELPS NPAF EXPAND THE REACH OF VARIOUS COMMUNITY AND NATIONAL ALLIANCES AND COALITIONS DEDICATED TO EQUITABLE HEALTHCARE PRACTICES AND PERSON-CENTERED CARE AND FUELS THE FIRE OF NPAF ADVOCATES TO RECRUIT MORE PEOPLE TO OUR NETWORK AND MENTOR THEM, SERVE AS NPAF COMMUNITY OUTREACH EXTENDERS IN ALIGNING INTERESTS AND BUILDING COALITIONS, AND CO-DEVELOP ESSENTIAL RESOURCES FOR RAISING ISSUE AWARENESS AND EXECUTING COORDINATED ADVOCACY CAMPAIGNS. 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 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 NPAF 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 THE COMPENSATION AND BENEFITS COMMITTEE SHALL CONSIST OF AT LEAST THREE DIRECTORS APPOINTED BY THE COMMITTEE CHAIR AND SUBJECT TO AN AFFIRMATIVE MAJORITY VOTE WITH THE NECESSARY QUORUM OF DULY ELECTED DIRECTORS PRESENT. MEMBERS OF THE COMPENSATION AND BENEFIT COMMITTEE MUST BE INDEPENDENT AND COMPLETE A SIGNED ATTESTATION TO THAT EFFECT. THE COMMITTEE WILL BE CHAIRED BY THE PRESIDENT. EXPERTS IN COMPENSATION AND BENEFITS NOT CURRENTLY DIRECTORS MAY SERVE AS VOTING COMMITTEE MEMBERS. THE COMPENSATION AND BENEFITS COMMITTEE IS RESPONSIBLE FOR THE ANNUAL PERFORMANCE REVIEW OF THE CHIEF EXECUTIVE OFFICER. THE COMPENSATION COMMITTEE IS ALSO RESPONSIBLE FOR EVALUATING AND DETERMINING THE TOTAL COMPENSATION OF THE CHIEF EXECUTIVE OFFICER IN ADDITION TO REVIEWING THE COMPENSATION LEVELS FOR ALL OFFICERS AND KEY EMPLOYEES. THIS REVIEW SHALL BE CONDUCTED ANNUALLY. THE COMPENSATION COMMITTEE SHALL BASE ITS EVALUATION AND RECOMMENDATIONS IN PART ON A BI-ANNUAL BENCHMARKING STUDY CONDUCTED BY A RELIABLE THIRD PARTY THAT UTILIZES NATIONAL COMPARABILITY DATA ON SALARY AND BENEFITS OF ORGANIZATIONS SIMILAR IN MISSION, SIZE, AND REVENUE. THE COMPENSATION AND BENEFITS COMMITTEE IS ALSO RESPONSIBLE FOR ENSURING CONTEMPORANEOUS DOCUMENTATION AND RECORDKEEPING OF ITS ACTIONS AND DECISIONS AND MUST SUBMIT A WRITTEN MEMORANDUM TO THE FOUNDATION'S TALENT MANAGEMENT DEPARTMENT AFFIRMING THE COMMITTEE'S DETERMINATION OF REASONABLENESS OF COMPENSATION FOR ALL THE OFFICERS AND KEY EMPLOYEES. FINALLY, THE COMPENSATION AND BENEFITS COMMITTEE IS RESPONSIBLE FOR REVIEWING THE BENEFITS OFFERED ALL EMPLOYEES OF THE CORPORATION AND MAKING RECOMMENDATIONS ABOUT THEIR SUITABILITY TO THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION C, LINE 19 NATIONAL PATIENT ADVOCATE FOUNDATION MAKES THEIR GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST. FORM 990 - PART XII - LINE 2C THE FINANCE COMMITTEE REVIEWS AND APPROVES THE DRAFT OF THE AUDITED FINANCIAL STATEMENTS FOR ACCURACY AND COMPLIANCE. THE BOARD OF DIRECTORS RECEIVES THE FINAL COPY OF THE AUDITED FINANCIAL STATEMENTS WHEN IT IS COMPLETE AND APPROVED BY THE FINANCE COMMITTEE, SO NOTED IN THE MINUTES AND APPROVED BY THE BOARD. WHEN SELECTING A NEW AUDIT FIRM, NATIONAL PATIENT ADVOCATE FOUNDATION IDENTIFIES THREE RECOMMENDED REGIONAL FIRMS AND REQUESTS PROPOSALS FROM THEM. THE INFORMATION IS REVIEWED AND THE FINAL SELECTION IS APPROVED BY THE FINANCE COMMITTEE. PATIENT ADVOCATE FOUNDATION 421 BUTLER FARM ROAD HAMPTON VA 23666 541806317 ASSIST PATIENTS WITH GAINING FINANCIAL STABILITY AND ACCESS TO MEDICAL CARE. VA 501(C)(3) LINE 7 PAF IS THE SISTER ORGANIZATION TO NPAF MRBALCH IS CEO OF AND PAID BY BOTH 0 0 0 1 0 0 0 0 0 0 0 0 1 1 1 1 1 1 0 0 PATIENT ADVOCATE FOUNDATION C 200000 PATIENT ADVOCATE FOUNDATION L 780000 PATIENT ADVOCATE FOUNDATION O 597072 PATIENT ADVOCATE FOUNDATION P 14336 PATIENT ADVOCATE FOUNDATION Q 28220