Mission: PATIENT ADVOCATE FOUNDATION (PAF) IS A NATIONAL 501 (C)(3) NON-PROFIT ORGANIZATION THAT PROVIDES PROFESSIONAL CASE MANAGEMENT AND FINANCIAL AID ASSISTANCE TO AMERICA ... (More)

Patient Advocate Foundation Inc. is a 501(c)(3) organization, with an IRS ruling year of 1996, and donations are tax-deductible.

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Contact Information

  www.patientadvocate.org

  421 BUTLER FARM ROAD
Hampton VA 23666-9904



...  ...  ...  ...  

Encompass Rating System by Charity Navigator


Overall Score

100

out of 100

This charity's score is a passing score.
This overall score is calculated from multiple beacon scores: 90% Finance & Accountability and 10% Leadership & Adaptability


Learn about the Encompass Rating System: Overview | FAQ | Release Notes

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...   Finance & Accountability


This score provides an assessment of a nonprofit's financial health (stability, efficiency and sustainability) and its commitment to governance practices and policies.


Finance & Accountability Score

100

out of 100

The score earned by Patient Advocate Foundation Inc. is a passing score

This V5 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 2020, the latest year electronically filed and published by the IRS.



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Finance & Accountability Report

100

of 100 points

This beta feature is currently viewable only on desktop or tablet screens. Check back later for updates.

Program Expense

Program Expense Ratio

98.58%

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). This measure reflects the percent of its total expenses a charity spends on the programs and services it exists to deliver.


Program Expense Percentage

Amount of Credit Received

70% or higherFull Credit
60% - 69.9%Partial Credit
Below 50%Zero Points for Both Program Expense percentage AND Liabilities to Assets

Source: IRS Form 990

Board Composition

15/15 Independent

Higher effect on score


Charity Navigator looks for at least 3 board members, with more than 50% of those members identified as independent (not salaried).


The presence of an independent governing body is strongly recommended by many industry professionals to allow for full deliberation and diversity of thinking on governance and other organizational matters.


Source: IRS Form 990

Independent Audit or Financial Review

Audited

Higher effect on score


An Audit, Review, or Compilation provides important information about financial accountability and accuracy. Organizations are scored based on their Total Revenue Amount:

Total Revenue Amount

Expectation to Receive Credit

$1 million or higherExpected to complete an audit
$500,000 - $1 millionExpected to complete an audit, review, or compilation
Less than $500,000No expectation (removed from scoring methodology)

Source: IRS Form 990

Liabilities to Assets Ratio

10.47%

Lower effect on score


The Liabilities to Assets Ratio is determined by Total Liabilities divided by Total Assets (most recent 990). This ratio is an indicator of an organization’s solvency and/or long-term sustainability.

Liabilities to Assets Ratio

Amount of Credit Received

Less than 50%Full Credit
50% - 59.9%Partial Credit
60% or moreNo 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

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 this organization's highest compensated employees. This compensation data includes salary, cash bonuses, and expense accounts and is displayed exactly how it is reported to the IRS. The amounts do not include nontaxable benefits, deferred compensation, or other amounts not reported on Form W-2. In some cases, these amounts may include compensation from related organizations. Read the IRS policies for compensation reporting



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 (page 7), filing year 2020

Business Master File Data

Below are some key data points from the Exempt Organization IRS Business Master File (BMF) for this organization. Learn more about the BMF on the IRS website


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 Form 990 is a document that nonprofit organizations file with the IRS annually. We leverage finance and accountability data from it to form Encompass ratings. Click here to view this organization's Forms 990 on the IRS website (if any are available).

Pandemic Response

Due to the unprecedented nature of the pandemic, we give charities such as this one the opportunity to share the story of COVID's impact on them. Charities may submit their own pandemic responses through their nonprofit portal.


Patient Advocate Foundation Inc. reported being impacted by COVID-19 in the following ways:
  • Program Delivery

  • Fundraising Capacity

  • Staffing

  • Administrative Capacity


How COVID-19 impacted the organization's operations financially:

In 3/21, PAF instituted a Pandemic Response Plan, moving 200 staff (96% of our staff), from onsite to remote work requiring the purchase of 100 laptops for staff whose personal laptops didn’t comply with PAF’s IT structure. We increased our cloud-based network bandwidth to support remote staff & procured/deployed new online tools to facilitate virtual collaboration for our teams & host virtual events, trainings & fundraising events. PAF suspended all work-related travel & in person events, including our annual fundraising event in 2/21. PAF increased sanitation/safety measures at HQ ensuring a safe workplace for the small group of staff whose jobs couldn’t be done remotely. Our Pandemic Response Plan Principles shaped every decision over the past 18 months: Protect the health/wellbeing of staff/families by adhering to public health guidelines Continue to provide high quality service to our patients Mitigate any financial impact to the organization/staff to the best of our ability


How COVID-19 impacted the organization's delivery of programs:

PAF’s move to remote work allowed services to continue to people living with chronic/critical diseases access & afford their care & daily living needs. We saw an increase in requests from people impacted by COVID & created new programs in 4/20: COVID Care Resource Center on the PAF website COVID CareLine Program, a case management service to assist patients/caregivers COVID Care Recovery Fund, a 1-time $500 grant for non-medical cost of living expenses COVID-19 Co-Pay Relief Fund a $3000 grant to patients for medication co-pays & medical insurance premiums Covid-19 Emergency Food Assistance Program, in collaboration with Team Rubicon, a 1-time $500 grant for patients with cancer/multiple sclerosis/rheumatoid arthritis whose ability to access/afford food /nutritional needs were at risk. American Cancer Society COVID-19 Assistance Fund, a 1-time $600 grant to cancer patients Sontag Foundation COVID-19 Emergency Patient Assistance Fund, a 1-time $500 grant to brain cancer patients


How this organization adapted to changing conditions caused by COVID-19:

PAF adapted as follows: • 96% of staff worked remote • Revised training to a hybrid of socially distant in person/remote for new staff & ongoing training to current staff • Implemented Flexible Workforce Strategy for remote/hybrid work options for most positions & Flexible Framework Strategy for staff with school aged children at home • Created paperless HR/Finance recordkeeping process • New policies for equipment, time/attendance & workplace security were implemented for remote staff • Revised/modified existing policies for remote staff & conform to CARES Act • Implemented new safety protocols for staff working at HQ following CDC guidelines/VA State mandates • Reporting/SOPs created for employees/leaders on COVID-19 concerns/exposures/testing, quarantine mandates/contact tracing, return-to-work status & vaccination tracking • Staff attended conferences/events virtually • New tools to enable interoffice connectivity, hosting of live/pre-recorded events/educational sessions


Innovations the organization intends to continue permanently after the pandemic:

The pandemic has taught us a great deal about handling adversity, the value of flexibility and the importance of meeting people where they are. As a result of the pandemic, and the lessons it continues to teach us, PAF has formalized an entirely new workforce strategy for our organization that will survive well after the pandemic is over. We have committed ourselves to the development of a post-COVID workforce strategy that reflects a more flexible workplace, progressive culture, better work/life balance, and acknowledges individual needs and concerns. To accomplish this, we have formalized a unified flexible workforce strategy that expands telework eligible roles appropriately within PAF workforce and are continually evolving our technology plan to support the hybrid workforce approach we have adopted long term.


...   Impact & Results


This score estimates the actual impact a nonprofit has on the lives of those it serves, and determines whether it is making good use of donor resources to achieve that impact.


Impact & Results Score

Not Currently Scored

Patient Advocate Foundation Inc. cannot currently be evaluated by our Encompass Rating Impact & Results methodology because either (A) it is eligible, but we have not yet received data; (B) we have not yet developed an algorithm to estimate its programmatic impact; (C) its programs are not direct services; or (D) it is not heavily reliant on contributions from individual donors.

Note: The absence of a score does not indicate a positive or negative assessment, it only indicates that we have not yet evaluated the organization.

Learn more about Impact & Results.

Do you work at Patient Advocate Foundation Inc.? Join the waitlist for an updated Impact & Results score.


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Additional Information

Unscored

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Largest Programs

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


This score provides an assessment of the organization's leadership capacity, strategic thinking and planning, and ability to 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

100

out of 100

The score earned by Patient Advocate Foundation Inc. is a passing score.

Encompass Rating V4 provides an evaluation of the organization's Leadership & Adaptability through the nonprofit organization submitting a survey response directly to Charity Navigator.


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Leadership & Adaptability Report

100

of 100 points

Mission

The nonprofit organization presents evidence of strategic thinking through articulating the organization’s 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 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.


Source: Nonprofit submitted responses

Vision

The nonprofit organization presents evidence of strategic thinking through articulating the organization’s vision.


Passion for Patients, Kindness, Accountability, Respect, Excellence


Source: Nonprofit submitted responses

Strategic Goals

The nonprofit organization presents evidence of strategic thinking and goal setting through sharing their most important strategic goals.


Goal One: Optimize quality and impact of services and programs

Goal Type: This goal reflects our commitment to further our advocacy work for our organization and or cause area.


Goal Two: Communicate our impact and amplify the voice of the patients we serve

Goal Type: This goal reflects our commitment to further our advocacy work for our organization and or cause area.


Goal Three: Optimize community engagement and outreach activities

Goal Type: This goal reflects our commitment to further our advocacy work for our organization and or cause area.


Source: Nonprofit submitted responses

Leadership Development

The nonprofit provides evidence of investment in leadership development


Describe an investment in leadership

PAF invests in developing our team, at all levels, growing leadership skills and supporting individual growth through the delivery of training sessions for our leadership and staff, supporting participation in virtual webinars and conferences. PAF has had a long-standing expectation of creating a culture of inclusion within the organization. We recognize that to maintain an inclusive culture, we have to evolve our knowledge and hone our personal skills and leadership abilities to ensure we are leading our teams in a sensitive and inclusive manner. In 2021, all PAF leadership participated in Sensitivity and Inclusion in the workplace training that explored and developed a working understanding of the differences between diversity, inclusion, equity, bias, prejudices, and micro and macro aggressions. The training goals included helping us as leaders to become more aware of our own bias and become more sensitive to others in order to create a more deliberate inclusive work environment.

Source: Nonprofit submitted responses

Mobilizing for Mission

The nonprofit provides evidence of leadership through focusing externally and mobilizing resources for the mission.


This organization mobilizes for mission in the following ways:
  • Strategic Partnerships

  • Networks of Collective Impact Efforts

  • Thought Leadership

  • Raising Awareness

  • Community Building

  • Policy Advocacy

What are this organization’s external mobilizaton efforts?

PAF has strategic partnerships with many other non-profit organizations who have a shared goal of providing support to patients who need help addressing social needs that impact their ability to access and afford needed healthcare. PAF partners with these organizations to develop disease specific programs, expanding our impact to patients we may otherwise never reach. Executive staff presents regularly at conferences, events and serves on over 50 commissions, advisory boards and coalitions as thought leaders in the field of healthcare access and advocacy. PAF has grown our social media presence, increasing our followers, and our mailing lists, enabling us to reach more people with appropriate health related messaging and information about PAF programs that can support patients, families and caregivers. Through our sister organization, NPAF, the collective patient challenges PAF documents and addresses are translated into local, state and federal advocacy work.

Source: Nonprofit submitted responses

Story of Adaptability

The nonprofit has an opportunity to tell the story of how the organization adapted to tremendous external changes in the last year.


The COVID-19 pandemic required PAF to pivot, changing how and where we worked, adding programs to meet the changing needs of patients and modifying how we engaged with donors and as though leaders in our field. We transitioned 200 staff members a work from home environment so we could continue to serve, evolving our IT network to enable us to support our staff. We modified many policies, and created new ones, including relaxing our sick policy, creating flexibility for staff with school aged children to support their virtual school attendance and providing paid time off to seek COVID testing, care and vaccinations. In response to an increase in requests for help from people who were impacted by COVID, PAF created new programming to meet these needs. These included COVID Care Resource Center on the PAF website which includes hundreds of resources, regular webinar series, and direct access to help through our programs; the COVID CareLine Program, a case management service to assist patients/caregivers who were impacted by COVID-19;the COVID Care Recovery Fund providing a $500 grant award to patients for non-medical day to day cost of living expenses; the COVID-19 Co-Pay Relief fund providing $3000 grant award to patients for medication co-pays including over the counter medications and medical insurance premiums; and the Covid-19 Emergency Food Assistance Program, in collaboration with Team Rubicon, providing help to immunocompromised patients who were food insecure due to the impacts of COVID-19. PAF also administered the American Cancer Society COVID-19 Assistance Fund, providing $600 grants to cancer patients and Sontag Foundation COVID-19 Emergency Patient Assistance Fund, providing $500 grants to brain cancer patients. Further, transformed our in-person events to virtual ones, including advocacy events we host annually, team participation in our first ever virtual 5K and engaging with donors routinely using video conferences.

Source: Nonprofit submitted responses

...   Culture & Community


This score provides an assessment of the organization's engagement with the constituents it serves, a practice we term Constituent Feedback. When organizations listen to constituents, they are able to better deliver on programs and meet the needs of stakeholders. 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

Not Currently Scored

Patient Advocate Foundation Inc. is currently not eligible for a Culture & Community score because we have not received its Constituent Feedback data. 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.

Note: The absence of a score does not indicate a positive or negative assessment, it only indicates that we have not yet evaluated the organization.


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Culture & Community Report

Unscored

This beta feature is currently viewable only on desktop or tablet screens. Check back later for updates.

Constituent Feedback

Constituent Feedback

Not Scored


This organization reported that it is collecting feedback.


Here's how this organization is listening and learning from the people they serve:


How is your organization collecting feedback from the people you serve?

Electronic surveys (by email, tablet, etc.), Paper surveys, Case management notes


How is your organization using feedback from the people you serve?

To identify and remedy poor client service experiences, To identify bright spots and enhance positive service experiences, To make fundamental changes to our programs and/or operations, To inform the development of new programs/projects, To strengthen relationships with the people we serve


With whom does your organization share the feedback you got from the people you serve?

Our staff, Our board


What challenges does your organization face in collecting feedback from the people you serve?

It is difficult to get the people we serve to respond to requests for feedback


Briefly describe a recent change that your organization made in response to feedback from the people you serve.

PAF has always produced educational materials on various topics as indicated in our data. In surveying patients accessing those materials, PAF learned that patients want different styles of learning as opposed to our current 1 hour webinars, full page publications. PAF developed new ways of providing those educational materials, creating one-page, single topic flyers; developing 5-10 minute video assets on various topics that can be "pieced" together as the patient needs. When COVID hit, in response to questions our case managers were getting, PAF created the COVID Care Resource Center, compiling numerous COVID-19 resources to better educate no only on the disease but on topics such as loss of insurance and unemployment benefits.



Methodology


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've partnered with GuideStar by Candid to survey organizations about their feedback practices. Nonprofit organizations can fill out the How We Listen section of their Candid profile to receive a rating.


Charity Navigator awards full credit for this Beacon to every nonprofit that is eligible for an Encompass Rating that completes the survey, in recognition of their willingness to publicly share this information with the nonprofit and philanthropic communities. This data is not evaluated for quality at this time. Validation will be added in future iterations of this Beacon.

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.

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