Patient Advocate Foundation Inc.
Mission:
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 CH ... (More)
www.patientadvocate.org
| 421 BUTLEER FARM ROAD Hampton VA 23666-9904
Patient Advocate Foundation Inc. is headquartered in Hampton, VA, and is a 501(c)(3) organization. EIN: 54-1806317. Donations are tax-deductible. The IRS NTEE classification code is B90, Educational Services and Schools - Other within the Educational Institutions and Related Activities category. The IRS ruling year for tax exemption was 1996.
(Source: IRS Business Master File and Form 990)
Encompass Rating System by Charity Navigator
Charity Navigator’s Encompass Rating System evolves on a quarterly basis as we add new metrics and indicators, which we call Beacons. Check back often to see how this organization’s score changes.
Learn about the Encompass Rating System: Announcement | FAQ | Release Notes
Overall Score
BETA
100
out of 100
This charity's score is a passing score.
This overall score is calculated entirely from a single beacon score: 100% Finance & Accountability.
Do you work for Patient Advocate Foundation Inc.? Submit data and download your ratings toolkit via your rating portal.
Finance & Accountability
Charity Navigator evaluates a nonprofit organization’s financial health including measures of stability, efficiency and sustainability. We also track accountability and transparency policies to ensure the good governance and integrity of the organization.
Finance & Accountability Score
BETA
100
out of 100
This charity's score is a passing score
This Beta V3 of the Finance & Accountability Score provides a baseline measure of an organization’s health including the indicators listed in the report below.
This score represents Form 990 data from latest filing year 2019.
Finance & Accountability Rating Highlights
Higher Effect on Score
14/14
Independent Board Composition
We look for at least 3 board members, with more than 50% of members identified as independent.
Lower Effect on Score
7.97%
Liabilities to Assets Ratio
We look for a ratio less than 50%.
No Effect on Score
$244,427,016
Total Revenue
We do not evaluate revenue amounts or sources in Beta V3. An organization’s size can affect whether and how we evaluate other indicators.
Finance & Accountability Report
100
of 100 points (BETA)
This beta feature is currently viewable only on desktop or tablet screens. Check back later for updates.
Program Expense Ratio
98.54%
Higher effect on score
More data
The Program Expense Ratio is determined by Program Expenses divided by Total Expense (average of most recent three 990s).
Charity Navigator awards full credit for a Program Expense percentage of 70% or higher. Charities with percentages between 60-69.9% receive partial credit. Percentages below 60% grant no credit for the Program Expense score. Further, charities that fall below 50% will receive zero points for both of their financial metric scores, Program Expense percentage AND Liabilities to Assets percentage.
Source: IRS Form 990
Board Composition
14/14 Independent
Higher effect on score
Charity Navigator looks for at least 3 board members, with more than 50% of those members identified as independent.
Source: IRS Form 990
Independent Audit or Financial Review
Audited
Higher effect on score
For organizations larger than $1million in total revenue we expect to see that the charity completed an audit.
This indicator is not part of the score for organizations less than $250k in total revenue and is removed from the scoring methodology.
For charities under $1 million but over $250K in total revenue we expect to see that the charity completed an Audit, Review or Compilation.
Source: IRS Form 990
Liabilities to Assets Ratio
7.97%
Lower effect on score
The Liabilities to Assets Ratio is determined by Total Liabilities divided by Total Assets (most recent 990).
Charity Navigator awards full credit for a ratio less than 50%. Organizations with ratios between 50% and 59.9% receive partial credit.
Source: IRS Form 990
Website
Listed
Lower effect on score
Charity Navigator looks for a website on the Form 990 as an accountability and transparency metric.
Nonprofits act in the public trust and reporting publicly on activities is an important component.
Source: IRS Form 990
Conflict of Interest Policy
Listed
Lower effect on score
Charity Navigator looks for the existence of a conflict of interest policy on the Form 990 as an accountability and transparency measure.
This policy protects the organization and by extension those it serves, when it is considering entering into a transaction that may benefit the private interest of an officer, director and/or key employee of the organization.
Source: IRS Form 990
Board Meeting Minutes
Documented
Lower effect on score
Charity Navigator looks to confirm on the Form 990 that the organization has this process in place as an accountability and transparency measure.
An official record of the events that take place during a board meeting ensures that a contemporaneous document exists for future reference.
Source: IRS Form 990
Document Retention and Destruction
Listed
Lower effect on score
Charity Navigator looks for the existence of a document retention and destruction policy per the Form 990 as an accountability and transparency measure.
This policy establishes guidelines for the handling, backing up, archiving and destruction of documents. These guidelines foster good record keeping procedures that promote data integrity.
Source: IRS Form 990
Whistleblower Policy
Listed
Lower effect on score
Charity Navigator looks for the existence of a whistleblower policy per the Form 990 as an accountability and transparency measure.
This policy outlines procedures for handling employee complaints, as well as a confidential way for employees to report financial or other types of mismanagement.
Source: IRS Form 990
Additional Information
Unscored
This beta feature is currently viewable only on desktop or tablet screens. Check back later for updates.
Total Revenue and Expenses
This chart displays the trend of revenue and expenses over the past several years for this organization, as reported on their IRS Form 990.
Salary of Key Persons
Presented here are up to five of the highest compensated employees listed on page 7 of the IRS Form 990. This compensation data is displayed exactly how it is reported to the IRS. The amounts include salary, cash bonuses, and expense accounts. The amounts do not include nontaxable benefits, deferred compensation, or other amounts not reported on Form W-2. Read the IRS policies for compensation reporting here.
ALAN J BALCH PHD, CHIEF EXECUTIVE OFFICER
$388,750
FRANCES CASTELLOW, PRESIDENT OF OPERATIONS
$231,160
WILLIAM J NASON, CHIEF FINANCIAL OFFICER
$214,686
ANGELA M WALKER, CHIEF OF TALENT MANAGEMENT
$194,078
SAKTHI CHOKKALINGAM, SENIOR PEGA SYSTEMS ARCHIT
$165,822
Source: IRS Form 990, filing year 2020
Business Master File Data
The Exempt Organization IRS Business Master File (BMF) includes cumulative information the IRS collects and displays for all exempt organizations. The data is updated monthly. Below are some key data points from the BMF for this organization. View information about the BMF on the IRS website here.
Activities:
Described in section 170(b)1)(a)(vi) of the Code (BMF activity code: 994)
Other health services (BMF activity code: 179)
Foundation Status:
Organization which receives a substantial part of its support from a governmental unit or the general public 170(b)(1)(A)(vi) (BMF foundation code: 15)
Affiliation:
Independent - the organization is an independent organization or an independent auxiliary (i.e., not affiliated with a National, Regional, or Geographic grouping of organizations). (BMF affiliation code: 3)
Data Sources: IRS Forms 990
The IRS Form 990 is the source of the finance and accountability data used within the Encompass Rating System. When an organization is eligible for a Finance & Accountability beacon score, each metric is based on elements of the 990. Some metrics are based on the most recent available filing, while others are based on averages of values over multiple years. We provide links to all available 990s here, whether or not this organization is eligible for a Finance & Accountability score.
IRS Forms 990 are provided courtesy of Foundation Center.
Impact & Results
Charity Navigator assesses how well a nonprofit delivers on its mission. To issue an Impact & Results score, we estimate the actual impact a nonprofit has on the lives of those it serves, and determine whether it is making good use of donor resources to achieve that impact.
Impact & Results Score
BETA
Not Scored
We have not issued this nonprofit an Impact & Results score. This does not indicate a positive or negative assessment, only that we have not reached a conclusion for one of the following reasons:
The nonprofit is eligible for a score, but we have not yet gotten to scoring it.
The nonprofit is eligible for a score, but we have not yet developed the specific algorithms to estimate the impact of the type of service it delivers and so cannot issue a score yet.
The nonprofit does not primarily deliver services directly to beneficiaries or it is not reasonable to expect the nonprofit to measure impact for its primary activity. The impact analysis framework that we use is not well suited to these nonprofits.
The nonprofit is not heavily reliant on individual donors because beneficiaries fund a majority of its costs or it does not receive any private charitable contributions.
Do you work at Patient Advocate Foundation Inc.? Share your impact data to request a score.
Additional Information
Unscored
This beta feature is currently viewable only on desktop or tablet screens. Check back later for updates.
Largest Programs
Patient Advocate Foundation Inc. reported its three largest programs on its FY 2020 Form 990 as:
$246,082,239
Spent in most recent FY
95%
Percent of program expenses
LAUNCHED IN 2004, THE PATIENT ADVOCATE FOUNDATION'S CO-PAY RELIEF PROGRAM (CPR) PROVIDES FINANCIAL ASSISTANCE WITH CO-PAYMENTS, CO-INSURANCE AND DEDUCTIBLES REQUIRED BY A PATIENT'S INSURER FOR MEDICAT ... (More)
$6,043,932
Spent in most recent FY
2%
Percent of program expenses
IN 2009, THE FOUNDATION ENTERED INTO A TRANSPARENT SERVICE ADMINISTRATION AGREEMENT WITH A NATIONAL NONPROFIT ORGANIZATION. THE FOUNDATION HAS BEEN ENGAGED TO PROVIDE FULL SERVICE, TRANSPARENT ADMINIS ... (More)
$5,553,195
Spent in most recent FY
2%
Percent of program expenses
FOR OVER 24 YEARS, THE FOUNDATION HAS PROVIDED CASE MANAGEMENT SERVICES TO CRITICALLY OR CHRONICALLY ILL PATIENTS FROM ACROSS THE COUNTRY. PAF HELPS THEM MAINTAIN ACCESS TO AND AFFORD HEALTHCARE THROU ... (More)
Leadership & Adaptability
Charity Navigator will provide an assessment of the organization’s leadership capacity, strategic planning, and the ability to readily innovate or respond to changes in constituent demand/need or other relevant social and economic conditions to achieve the organization’s mission.
Leadership & Adaptability Score
BETA
Coming Soon
Encompass Rating Beta V3 does not provide an evaluation of the organization's leadership and adaptability.
Culture & Community
Charity Navigator provides an assessment of the organization's engagement with the constituents it serves, a practice we term Constituent Feedback. A future version of this Beacon will also assess an organization's people operations and its Diversity, Equity and Inclusion (DEI) metrics.
Culture & Community Score
BETA
Not Scored
This organization is not eligible for a Culture & Community score. See report below to find out why.
Encompass Rating Beta V3 provides an evaluation of an organization's Culture and Community by measuring its Constituent Feedback practices. (See report below.) Constituent Feedback data provides 100% of the basis for the initial evaluation of the Culture & Community Beacon. Other metrics will be added later in the year.
Culture & Community Report
Not Scored
This beta feature is currently viewable only on desktop or tablet screens. Check back later for updates.
Constituent Feedback
Constituent Feedback and Listening Practice data are not available for this organization. Nonprofit organizations are encouraged to fill out the How We Listen section of their Candid profile. This data will provide the basis for the initial evaluation of Culture & Community.
Charity Navigator believes nonprofit organizations that engage in inclusive practices, such as collecting feedback from the people and communities they serve, may be more effective. We award every nonprofit that completes the Candid survey full credit for this Beacon, in recognition of their willingness to publicly share this information with the nonprofit and philanthropic communities. Although the data is not evaluated for quality at this time, future iterations of this Beacon will include third party or other data that will serve to validate the information provided by the nonprofit.
Analysis and Research
Like the overall Encompass Rating System, the Culture & Community Beacon is designed to evolve as metrics are developed and ready for integration. Our partnership with Feedback Labs and Guidestar by Candid, and other partners including Fund for Shared Insight, GlobalGiving and Keystone Accountability, enables us to launch the first version of this beacon with Constituent Feedback information collected on Candid's site.
Feedback practices have been shown to support better Diversity, Equity, and Inclusion outcomes, an essential area of assessment that we intend to further expand and develop in the future. Feedback Labs has documented several studies which indicate that beyond achieving organizational goals, nonprofits that are attentive and responsive to concerns and ideas raised by beneficiaries establish stronger relationships with the people they serve, promote greater equity, and empower constituents in ways that can help to ensure better long-term outcomes. You can find resources to help nonprofits improve their feedback practices here.
