PATIENT ADVOCATE FOUNDATION Charity Report

Public IRS 990 nonprofit record

PATIENT ADVOCATE FOUNDATION

EIN 54-1806317 · Educational Services (B90)

What they do

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.

Before you give

Should I give to this charity?

Easy charity check

Look at where the money went

Of every $100 spent, about $98.10 was reported for mission work. Use the spending picture below and ask what results that work produced.

Plain answer: A tax form cannot prove that a charity is doing good. It can show how the charity says it spent its money—and point out questions you should ask.

Basic facts we verified

IRS warning checkNo IRS revocation warning appears in this data.

Money report from 2024The charity has a recent tax report to read.

They explain their jobThe charity tells us what it is trying to do.

They name their leaders22 people are listed in the latest report.

You can reach themThey list contact information, so you can ask questions.

Money made simple

150.90%of revenue went to mission work98.1% of expenses · Program services

1.17%of revenue went to fundraising0.8% of expenses

$153.88spent for every $100 of revenueSpending was higher than revenue this year.

1.80%of revenue went to management and office costs1.2% of expenses

$1.14in assets for every $1 spent this yearSome assets cannot be spent right away.

87.8%of its money came from giftsOther money may come from services or investments.

Ask these three easy questions

Who did you help? Ask for a recent story or report that shows real results.
What will my money do? Ask exactly what your gift will pay for.
Is this really the charity? Give only through its official website or confirmed phone number.

Worth asking: Expenses exceeded revenue by $72,071,125 this year. Ask whether that was planned or caused by a one-time event.

Pay context: The highest compensation shown in this filing is $364,315 for DR ALAN J BALCH PHD (CHIEF EXECUTIVE OFFICER). Compare pay with organizations of similar size and complexity.

Bottom line: Do not decide from a name, mission statement, or tax status alone. Look at where the money went, then ask what changed, who was helped, and what your gift will do. YouCanGiveBack does not endorse or grade organizations.

Money

Financial picture

Tax year 2024

A plain-language look at the latest Form 990 figures available. These numbers help you ask better questions; they do not, by themselves, rate whether a charity is good or bad.

$100revenue

How each $100 of revenue was used

The large number compares each expense with revenue. The smaller number shows its share of total expenses.

Total reported revenue$133,773,940

Mission workProgram services$201,871,258150.90% of revenue98.1% of expenses

ManagementOffice and general costs$2,406,6491.80% of revenue1.2% of expenses

FundraisingAsking for donations$1,567,1581.17% of revenue0.8% of expenses

Total expenses$205,845,065153.88% of revenue

Expenses were greater than revenue, so the colored ring fills the available $100 and the total above 100% is shown below.

Has the pattern changed?

Each bar shows the share of annual spending reported for mission work, management, and fundraising.

202498.1% mission

202398.4% mission

202298.6% mission

202198.6% mission

202098.6% mission

201998.5% mission

201898.5% mission

201798.7% mission

Money in and money out

Revenue$133,773,940

Expenses$205,845,065

Annual shortfall $72,071,125 Expenses were higher than revenue for this filing year.

Reported spending amounts

Mission work means the Form 990 category called program services. These are reported accounting categories—not an independent measurement of results.

Mission work (program services)$201,871,258 · 98.1% of expenses

Management and office costs$2,406,649 · 1.2% of expenses

Fundraising$1,567,158 · 0.8% of expenses

See all reported dollar amounts

Revenue$133,773,940

Expenses$205,845,065

Assets$234,459,658

Income$133,892,696

Contributions$117,451,302

Mission work (program services)$201,871,258

Fundraising$1,567,158

Management and general$2,406,649

Stocks and bonds$2,426,647

Accounting fees$243,130

People

Leadership and board

Tax year 2024

Names, titles, time, and compensation below are reported by the organization on its Form 990.

People reported as paid

Person and titleCompensation

DR ALAN J BALCH PHDCHIEF EXECUTIVE OFFICER · 20 hrs/week $364,315Base $349,031 · Other $15,284

WILLIAM J NASONCHIEF FINANCIAL OFFICER · 40 hrs/week $302,780Base $272,303 · Other $30,477

FRANCES CASTELLOWPRESIDENT OF OPERATIONS · 40 hrs/week $300,901Base $289,084 · Other $11,817

ANGELA M WALKERCHIEF OF TALENT MANAGEMENT · 40 hrs/week $253,417Base $242,183 · Other $11,234

SHARON HOLLENBECKCHIEF INFORMATION OFFICER · 40 hrs/week $223,355Base $207,955 · Other $15,400

SHONTA CHAMBERSEVP OF HEALTH EQUITY INITI · 40 hrs/week $213,725Base $193,226 · Other $20,499

CHRISTINE WILSONVP ADVOCACY COMMUNICATIONS · 40 hrs/week $204,158Base $195,296 · Other $8,862

ALAN WOODEVP BUSINESS DEVELOPMENT · 40 hrs/week $202,450Base $193,283 · Other $9,167

Compensation alone does not tell whether pay is reasonable. Consider the charity’s size, work, location, and results.

See everyone listed on the board or leadership roster (22)

DR ALAN J BALCH PHDCHIEF EXECUTIVE OFFICER

WILLIAM J NASONCHIEF FINANCIAL OFFICER

FRANCES CASTELLOWPRESIDENT OF OPERATIONS

ANGELA M WALKERCHIEF OF TALENT MANAGEMENT

SHARON HOLLENBECKCHIEF INFORMATION OFFICER

SHONTA CHAMBERSEVP OF HEALTH EQUITY INITI

CHRISTINE WILSONVP ADVOCACY COMMUNICATIONS

ALAN WOODEVP BUSINESS DEVELOPMENT

LARRI SHORT JDBOARD MEMBER

VEENA SHANKARAN MDBOARD MEMBER

ROBERT WINN MDBOARD MEMBER

REGINALD TUCKER-SEELEY MA SCM SCDBOARD VICE PRESIDENT

OTIS MAYNARD ESQBOARD PRESIDENT

NORMAN HUBBARD MBABOARD MEMBER

MAUREEN CULBERTSONBOARD SECRETARY

LORETTA A WILLIAMS PHDAPRNMSNBSNBOARD MEMBER

AARON LYSS MBABOARD MEMBER

JOHN L MURPHYFINANCE COMMITTEE CHAIR

DAVID M JACKMAN MDBOARD MEMBER

DAVID WHITEBOARD MEMBER

DANIEL PRESS PHDBOARD MEMBER

AL BENSON III MD FACPBOARD MEMBER

About this charity

Recognized since: January 1996
Location: 421 BUTLER FARM ROAD, HAMPTON, VA 23666
County: Hampton (city)
In care of: DR ALAN J BALCH
Primary officer: DR ALAN J BALCH, CHIEF EXECUTIVE OFFICER

How to reach them

WebsiteVisit the charity’s website Phone(800) 532-5274 Officer phone(757) 873-6668

Filing and classification

Latest tax year: 2024
Tax period began: July 1, 2024
Return type: 990
Tax preparer: BROWN EDWARDS & COMPANY LLP
NTEE classification: Educational Services (B90)
IRS tax category: Educational Services