PATIENT ADVOCATE FOUNDATION INC

Financials

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990 for the year ended June 30, 2025, highest compensation first.

Address and contacts

Address (IRS master file)

421 BUTLER FARM RD, HAMPTON, VA 23666-9904

In care of

% NANCY DAVENPORT-ENNIS

Principal officer (990 for 2024)

DR ALAN J BALCH, 421 BUTLER FARM ROAD, HAMPTON, VA 23666

Signed the 990

DR ALAN J BALCH, CHIEF EXECUTIVE OFFICER

Phone

(800) 532-5274

Website

WWW.PATIENTADVOCATE.ORG

Return prepared by

BROWN EDWARDS & COMPANY LLP

Mission

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.

Program accomplishments

• FINANCIAL SUPPORT PROGRAMSSINCE 2004, PAF'S CO-PAY RELIEF PROGRAM (CPR) HAS PROVIDED FINANCIAL ASSISTANCE FOR CO-PAYMENTS, CO-INSURANCE AND DEDUCTIBLES REQUIRED BY A PATIENT'S INSURER FOR MEDICATIONS PRESCRIBED TO TREAT AND/OR MANAGE THE PATIENT'S DISEASE.IN FY 2024/2025 PAF'S CO-PAY RELIEF PROGRAM EXPANDED ITS IMPACT THROUGH THE ADDITION OF NINE (9) NEW GENERAL FUNDS, ASSISTING PATIENTS IN TWO (2) NEW HEALTH EQUITY (HE) FUNDS AND SIXTY (60) EXISTING FUNDS INCLUDING:ACROMEGALY, ACUTE MYELOID LEUKEMIA, ALZHEIMER'S DISEASE HE, AMYLOIDOSIS, ASTHMA, BILE DUCT CANCER, BLADDER CANCER, BREAST CANCER, BREAST CANCER HE, CANCER GENETIC & GENOMIC TESTING, CERVICAL CANCER, CHRONIC OBSTRUCTIVE PULMONARY DISEASE, CORONARY ARTERY DISEASE HE, COVID-19 & POST COVID CONDITIONS, CYSTIC FIBROSIS, DIABETES, DIABETES HE, DIABETES TYPE 2 HE, EOSINOPHILIC ESOPHAGITIS, GAUCHER DISEASE, GAUCHER DISEASE HE, HEART FAILURE HE, HEMOPHILIA, HEMOPHILIA HE, HEPATITIS B, HEPATITIS C, HEPATITIS C HE, HEPATOCELLULAR CARCINOMA, HIV, AIDS & PREVENTION, HIV, AIDS & PREVENTION HE, HOMOZYGOUS FAMILIAL HYPERCHOLESTEROLEMIA, LUPUS, LUPUS HE, MELANOMA, METASTATIC BREAST CANCER, METASTATIC COLORECTAL CANCER, METASTATIC COLORECTAL CANCER HE, METASTATIC PROSTATE CANCER, MUCOPOLYSACCHARIDOSIS III, MUCOPOLYSACCHARIDOSIS VII, MUCOPOLYSACCHARIDOSIS VII HE, MULTIPLE MYELOMA, MULTIPLE MYELOMA HE, MULTIPLE SCLEROSIS, MULTIPLE SCLEROSIS HE, MYELODYSPLASTIC SYNDROMES, NARCOLEPSY, NON-SMALL CELL LUNG CANCERS, NON-SMALL CELL LUNG CANCER HE, OSTEOPOROSIS, OVARIAN CANCER, OVARIAN CANCER HE, PANCREATIC CANCER, PARKINSON'S DISEASE HE, PERIODIC PARALYSIS, PROSTATE CANCER, PROSTATE CANCER HE, PSORIASIS, PSORIATIC ARTHRITIS, PULMONARY FIBROSIS, PULMONARY HYPERTENSION, RHEUMATOID ARTHRITIS, SMALL CELL LUNG CANCER, SOCIAL NEEDS ASSESSMENT & INTERVENTION FUND, SOFT TISSUE SARCOMA, SPINAL MUSCULAR ATROPHY, SPINAL MUSCULAR ATROPHY HE, STOKE, THYROID EYE DISEASE, ULCERATIVE COLITIS, VIROLOGY TESTING HE.PAF'S CO-PAY RELIEF PROGRAM ESTABLISHED HEALTH EQUITY FUNDS IN 2022, A TYPE OF FUND THAT MAKES CPR MORE ACCESSIBLE AND BENEFICIAL FOR PATIENTS WHO NEEDED THE MOST HELP AND ARE NOT BEING SERVED ADEQUATELY BY THE EXISTING MEDICAL AND COPAY INFRASTRUCTURE. DEVELOPED USING THE SOCIAL VULNERABILITY INDEX (SVI) AND CDC DISEASE INCIDENCE DATA, THESE FUNDS SERVE PEOPLE LIVING IN 226 COUNTIES ACROSS THE UNITED STATES THAT HAVE BEEN IDENTIFIED BY THE SVI AND CDC INCIDENCE DATA AS HAVING THE HIGHEST SOCIAL VULNERABILITY SCORES AND ARE BURDENED WITH HIGH RATES OF CHRONIC DISEASES. THE HEALTH EQUITY FUNDS ARE DESIGNED TO SPECIFICALLY PROVIDE SUPPORT TO ELIGIBLE PATIENTS LIVING IN ONE OF THE 226 COUNTIES COVERED BY THE FUNDS, WHICH IS VERIFIED USING THE ZIP CODE OF THE PATIENT'S HOME ADDRESS. ALL OTHER ELIGIBILITY REQUIREMENTS, AND FUND OPERATION, ARE THE SAME AS CPR'S GENERAL FUNDS. THE FOUNDATION'S CO-PAY RELIEF PROGRAM OFFERS A DEDICATED, SECURE WEB-BASED APPLICATION FOR PATIENTS AND/OR THEIR FAMILY MEMBERS TO ENROLL ELECTRONICALLY FOR THE CO-PAY RELIEF PROGRAM DIRECTLY FROM THE CO-PAY RELIEF PROGRAM WEBSITE. ALSO, CPR OFFERS THREE DEDICATED, SECURED WEBSITES FOR MEDICAL PROVIDERS, PHARMACY REPRESENTATIVES AND EMPLOYEES OF CHARITABLE NON-PROFIT ORGANIZATIONS TO ENROLL ELECTRONICALLY FOR THE CO-PAY RELIEF PROGRAM ON BEHALF OF THE PATIENTS THEY ARE WORKING WITH. THE FOUNDATION ALSO OFFERS TELEPHONIC SUPPORT SERVICES TO PATIENTS WHO PREFER TO RECEIVE PERSONAL ASSISTANCE FROM A PROGRAM SPECIALIST.IN FY2024/2025, THE FOUNDATION ADMINISTERED CO-PAYMENT ASSISTANCE TO 78,035 QUALIFIED PATIENTS THROUGH SEVENTY-ONE (71) ASSISTANCE FUNDS AVAILABLE THROUGH THE CO-PAY RELIEF PROGRAM. THE PROGRAM STAFF FIELDED 188,385 TELEPHONE CALLS AND PROCESSED CLAIMS TOTALING OVER $174,190,832 IN SUPPORT OF QUALIFIED PATIENTS' OUT OF POCKET EXPENSES FOR REQUIRED CO-PAYMENTS, CO-INSURANCE, AND DEDUCTIBLES. SINCE ITS INCEPTION IN 2004, THE FOUNDATION HAS PROVIDED CO-PAYMENT ASSISTANCE TO OVER 831,000 INDIVIDUALS, ALLOCATING MORE THAN $2.5 BILLION IN CO-PAYMENT AWARDS. PAF ALSO ADMINISTERED A SUITE OF SEVENTEEN (17) SMALL GRANT PROGRAMS IN FY2024/2025 REFERRED TO AS FINANCIAL AID FUNDS, EACH PROVIDING FINANCIAL ASSISTANCE TO QUALIFIED PATIENTS FOR OUT OF POCKET AND COST OF LIVING EXPENSES PATIENTS STRUGGLE TO MANAGE WHEN DEALING WITH CHRONIC OR CRITICAL DISEASE. IN FY2024/2025, PROGRAM STAFF FIELDED 22,839 TELEPHONE CALLS AND SUCCESSFULLY PROVIDED ONE-TIME SMALL GRANTS TO 2,786 PATIENTS, TOTALING $3,534,600 IN FINANCIAL RELIEF. THE SMALL GRANTS RANGE FROM $500-$4500 PER PATIENT AND ARE DESIGNED TO DEFRAY NON-MEDICAL EXPENSES, INCLUDING TRANSPORTATION, LODGING, NUTRITIONAL NEEDS, CHILDCARE, AND BURIAL EXPENSES, FACED BY PATIENTS BECAUSE OF THEIR DIAGNOSIS AND TREATMENT. THE FINANCIAL AID FUND PROGRAMS INCLUDE: ACS CANCER CARE CONTINUITY FUND: IN PARTNERSHIP WITH THE AMERICAN CANCER SOCIETY, THIS FUND SUPPORTS CANCER PATIENTS THAT LIVE IN A QUALIFYING AREA AND THEIR FAMILIES THAT WERE IMPACTED DIRECTLY OR INDIRECTLY BY HURRICANE HELENE OR HURRICANE MILTON. ACS CANCER CARE CONTINUITY WILDFIRES FUND: IN PARTNERSHIP WITH THE AMERICAN CANCER SOCIETY, THIS FUND SUPPORTS CANCER PATIENTS THAT LIVE IN A QUALIFYING AREA AND THEIR FAMILIES THAT WERE IMPACTED DIRECTLY OR INDIRECTLY BY THE CALIFORNIA WILDFIRES. ARDS ALLIANCE SUMITA DIXIT RECOVERY FUND: SERVING PATIENTS DIAGNOSED WITH ACUTE RESPIRATORY DISTRESS SYNDROME (ARDS). BEGIN AGAIN FOUNDATION AMPUTEE FUND: SERVING PATIENTS DIAGNOSED WITH SEPSIS WHO HAVE EXPERIENCED AN AMPUTATION AS A RESULT OF SEPSIS. BEGIN AGAIN FOUNDATION BEREAVEMENT FUND: SUPPORTS FUNERAL EXPENSES ASSOCIATED WITH PATIENTS WHO HAVE PASSED AND DIED FROM ARDS, TSS AND/OR SEPSIS. BEGIN AGAIN FOUNDATION FINANCIAL AID FUND: SERVING PATIENTS DIAGNOSED WITH ARDS, TSS AND/OR SEPSIS. BEGIN AGAIN SOUTHEASTERN VIRGINIA FINANCIAL AID FUND: SERVING PATIENTS DIAGNOSED WITH ARDS, TSS, AND/OR SEPSIS THAT RESIDES IN SOUTHEASTERN VIRGINIA. CASE MANAGEMENT IMMEDIATE NEED FUND: SERVING PATIENTS WITH AN IMMEDIATE NEED TO COVER THE OUT-OF-POCKET EXPENSES ASSOCIATED WITH COST-OF-LIVING EXPENSES RELATED TO TREATMENTS. DONNA FINANCIAL AID FUND: SERVING PATIENTS DIAGNOSED WITH BREAST CANCER THAT HAVE RECEIVED CASE MANAGEMENT SERVICES THROUGH DONNA CARELINE. HEART VALVE FINANCIAL AID FUND: SERVING PATIENTS DIAGNOSED WITH A HEART VALVE CONDITION. MERKEL CELL CARCINOMA FINANCIAL AID FUND: SERVING PATIENTS DIAGNOSED WITH A RARE FORM OF SKIN CANCER. MIA'S MIRACLES FINANCIAL ASSISTANCE FUND: SERVING PEDIATRIC PATIENTS DIAGNOSED WITH BRAIN CANCER. NATIONAL OVARIAN CANCER COALITION CLINICAL TRIAL FUND: SERVING PATIENTS THAT HAVE BEEN DIAGNOSED WITH OVARIAN CANCER, FALLOPIAN TUBE CANCER OR PERITONEAL CANCER BY PROVIDING FINANCIAL ASSISTANCE FOR COST-OF-LIVING EXPENSES. NATIONAL OVARIAN CANCER COALITION TREATMENT FUND: SERVING PATIENTS THAT HAVE BEEN DIAGNOSED WITH OVARIAN CANCER, FALLOPIAN TUBE CANCER OR PERITONEAL CANCER BY PROVIDING FINANCIAL ASSISTANCE FOR NON-MEDICAL RELATED TO CLINICAL TRIAL PARTICIPATION THAT HINDER THEIR ABILITY TO RECEIVE THE TREATMENT OR CARE. OKLAHOMA TRANSPORTATION FUND: SERVING PATIENTS THAT HAVE BEEN DIAGNOSED WITH PROSTATE CANCER AND RESIDE IN OKLAHOMA. PATIENT ADVOCATE FOUNDATION CAREGIVER SUPPORT FUND: IN PARTNERSHIP WITH THE AMERICAN CANCER SOCIETY THIS FUND SUPPORTS CAREGIVERS OF LOVED ONES DIAGNOSED WITH CANCER. THE PATRIC YOUNG FOUNDATION SCI FINANCIAL ASSISTANCE FUND: SUPPORTING PATIENTS THAT LIVE IN AN ELIGIBLE COUNTY IN FLORIDA THAT HAVE BEEN DIAGNOSED WITH A LIFE ALTERING SPINAL CORD INJURY.
  Expenses $184,979,625 · grants $176,139,541
• NON-PROFIT SERVICE AGREEMENTSPAF CURRENTLY OPERATES TRANSPARENT SERVICE ADMINISTRATION AGREEMENTS WITH THREE NONPROFIT ORGANIZATIONS, ONE NATIONAL AND TWO REGIONAL CHARITABLE ORGANIZATIONS. THE FIRST NPPA PROGRAM BEGAN OPERATIONS IN 2009, AND TWO NEW PARTNERSHIP PROGRAMS LAUNCHED IN 2024. PAF HAS BEEN ENGAGED TO PROVIDE FULL SERVICE, TRANSPARENT ADMINISTRATION SERVICES TO QUALIFIED PATIENTS THAT ENTER THEIR CO-PAY ASSISTANCE AND/OR PATIENT FINANCIAL AID PROGRAMS. PAF PROVIDED THIS CONTRACTUAL SERVICE DURING 2025 AND 2024. THE FOUNDATION ADMINISTERED SERVICES TO 67,891 AND 70,982 PATIENTS IN 2025 AND 2024, RESPECTIVELY, THROUGH THIS SERVICE AGREEMENT.
  Expenses $8,683,714 · revenue $7,282,459
• CASE MANAGEMENT SERVICESFOR 29 YEARS, THE FOUNDATION HAS PROVIDED CASE MANAGEMENT INTERVENTIONS FOR CRITICALLY OR CHRONICALLY ILL PATIENTS ACROSS THE NATION. PAF'S MISSION IS TO HELP PATIENTS CONNECT WITH AND MAINTAIN ACCESS TO PRESCRIBED HEALTHCARE SERVICES AND MEDICATIONS, NAVIGATE INSURANCE BARRIERS, FIND RESOURCES TO SUPPORT COST-OF-LIVING EXPENSES DURING TREATMENT, EVALUATE, AND SUSTAIN HEALTH INSURANCE COVERAGE, AND MANAGE OR REDUCE OUT-OF-POCKET MEDICAL AND LIVING EXPENSES.PAF'S PROFESSIONAL CASE MANAGEMENT SERVICES ARE OFFERED AT NO COST TO PATIENTS AND THEIR FAMILIES. WE COLLABORATE CLOSELY WITH PATIENTS, THEIR LOVED ONES, AND THEIR CARE TEAMS, OFTEN TAKING THE LEAD IN RESOLVING COMPLEX HEALTHCARE ACCESS AND AFFORDABILITY CHALLENGES. IN FY24/25, THE FOUNDATION'S CASE MANAGEMENT STAFF DIRECTLY ASSISTED OR ADVOCATED FOR 13,551 INDIVIDUALS, COLLECTIVELY LIVING WITH 773 UNIQUE DISEASES. ON AVERAGE, EACH CASE INVOLVED 30 CONTACTS WITH RELEVANT STAKEHOLDERS TO ACHIEVE RESOLUTION, TOTALING 411,721 UNIQUE INTERACTIONS. THIS EFFORT RESULTED IN AN AVERAGE DEBT RELIEF OR PATIENT SAVINGS OF $1,220 PER CASE.IN ADDITION TO DIRECT CASE MANAGEMENT, PAF PROVIDED 15,196 EDUCATIONS PUBLICATIONS IN BOTH PRINT AND DIGITAL FORMATS TO PATIENTS AND THOSE SEEKING GUIDANCE. THE FOUNDATION OPERATES A DIVERSE PORTFOLIO OF 26 UNIQUE CASE MANAGEMENT PROGRAMS, EACH DESIGNED TO SUPPORT PATIENTS IN THEIR HEALTHCARE JOURNEYS, WORKING TO RESOLVE ACCESS AND AFFORDABILITY ISSUES THAT, IF NOT ADDRESSED, IMPACT CARE AND HEALTH OUTCOMES.
  Expenses $8,207,919 · grants $107,311 · revenue $144,041

What it must file and when

IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.

IRS record

EIN

54-1806317

Tax-exempt status

501(c)(3): Charitable, religious, educational or scientific organization

Foundation status

Publicly supported organization (170(b)(1)(A)(vi))

Donations deductible (Pub 78)

Public charity, 50% deduction limit

Exempt since

1996

Accounting year ends

June

Files

Form 990 or 990-EZ

Category (NTEE)

Education (B90)

Assets (IRS master file)

$234,459,658

Income (IRS master file)

$133,892,696

Filing history

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 54-1806317).

Questions about PATIENT ADVOCATE FOUNDATION INC

What is the EIN of PATIENT ADVOCATE FOUNDATION INC?

The employer identification number (EIN) of PATIENT ADVOCATE FOUNDATION INC is 54-1806317.

Is PATIENT ADVOCATE FOUNDATION INC tax-exempt?

Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1996.

Are donations to PATIENT ADVOCATE FOUNDATION INC tax-deductible?

Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).

Which annual return does PATIENT ADVOCATE FOUNDATION INC file?

Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.

When is the next return of PATIENT ADVOCATE FOUNDATION INC due?

The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.

When did PATIENT ADVOCATE FOUNDATION INC last file with the IRS?

The latest return in the IRS public files is the 990 for the year ended June 2025.

Who is the principal officer of PATIENT ADVOCATE FOUNDATION INC?

The 990 for the year ended June 30, 2025 names DR ALAN J BALCH.

Who are the officers and directors of PATIENT ADVOCATE FOUNDATION INC?

The 990 for the year ended June 30, 2025 lists 22 people; 8 received compensation from the organization, the highest $349,031 (DR ALAN J BALCH PHD, CHIEF EXECUTIVE OFFICER).

How much revenue does PATIENT ADVOCATE FOUNDATION INC have?

On its 990 for the year ended June 30, 2025 it reported revenue of $133,773,940, expenses of $205,845,065 and total assets of $234,459,658 at year end.

Other nonprofits in HAMPTON

• HAMPTON UNIVERSITY
  EIN 54-0505990 · last filed 990 for 2025
• VIRGINIA PENINSULA COMMUNITY COLLEGE EDUCATIONAL FOUNDATION
  EIN 52-1217532 · last filed 990 for 2026
• HAMPTON CHRISTIAN ACADEMY
  EIN 54-1088092 · last filed 990 for 2025
• NEW HORIZONS EDUCATIONAL FOUNDATION INC
  EIN 54-1674644 · last filed 990 for 2025
• COVENANT CLASSICAL COMMUNITY SCHOOL
  EIN 84-2286508 · last filed 990 for 2025
• LET OUR VOICES EMPOWER INC
  EIN 87-2137765 · last filed 990 for 2025
• HAMPTON EDUCATIONAL FOUNDATION
  EIN 54-2026410 · last filed 990 for 2025
• KAPEX INCORPORATED
  EIN 84-5136980 · last filed 990-EZ for 2026

All nonprofits in HAMPTON · Virginia · Education