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CHARITY REVIEW
Issued: September 2024 Expires: September 2026

Patient Advocate Foundation

Accredited Charity
Accredited Charity

Meets Standards
(800) 532-5274
421 Butler Farm Road
Hampton, VA, 23666
https://patientadvocate.org/
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Standards For Charity Accountability

Governance

  1. Board Oversight
  2. Board Size
  3. Board Meetings
  4. Board Compensation
  5. Conflict of Interest

Measuring Effectiveness

  1. Effectiveness Policy
  2. Effectiveness Report

Finances

  1. Program Expenses
  2. Fundraising Expenses
  3. Accumulating Funds
  4. Audit Report
  5. Detailed Expense Breakdown
  6. Accurate Expense Reporting
  7. Budget Plan

Fundraising & Info

  1. Truthful Materials
  2. Annual Report
  3. Website Disclosures
  4. Donor Privacy
  5. Cause Marketing Disclosures
  6. Complaints

Patient Advocate Foundation meets the 20 Standards for Charity Accountability.

Stated Purpose:
"to provide professional case management and financial aid services to Americans with chronic, life threatening and debilitating illnesses.

Year, State Incorporated:
1996, VA

Patient Advocate Foundation (PAF) assists patients with obtaining access to and reimbursement for prescribed healthcare free of charge. The organization serves as an active liaison between the patient and their insurer, employer and or creditors to resolve insurance, job discrimination or debt crisis matters relative to their diagnosis through professional case managers, doctors and attorneys. The organization seeks to safeguard patients through mediation assuring access to care, maintenance of employment, and preservation of their financial stability.

For the year ended June 30, 2023, Patient Advocate Foundation's program expenses were:

Financial aid programs $312,844,794
Service contracts $8,396,814
Patient/educational services $7,441,926
Total Program Expenses $328,683,534

Chief Executive
Alan J. Balch, Chief Executive Officer

Compensation*
$444,092

Chair of the Board
Otis Maynard

Chair's Profession / Business Affiliation
Senior Associate General Counsel, United Healthcare

Board Size
17

Paid Staff Size
218

*2022 compensation includes annual salary and, if applicable, benefit plans, expense accounts, and other allowances.

Note: The compensation information above combines Alan J. Balch’s salary and benefits paid by both PAF and the National Patient Advocate Foundation.

Method(s) Used:
Direct mail appeals, Grant proposals, Internet, Direct mail appeals, Cause-related marketing (affinity credit cards, consumer product sales, etc.)

Fundraising costs were 1% of related contributions. (Related contributions, which totaled $244,151,214, are donations received as a result of fundraising activities.)

This organization is tax-exempt under section 501(c)(3) of the Internal Revenue Code. It is eligible to receive contributions deductible as charitable donations for federal income tax purposes.

The following information is based on Patient Advocate Foundation's audited financial statements for the year ended June 30, 2023.

Source of Funds
Grants $243,865,726
Program administration $23,199,770
Investment return, net $8,796,626
Contributions $250,186
Promise of Hope $138,190
Patient Action Council $75,000
Patient Congress $46,141
In-kind contributions $35,302
Total Income $276,406,941

Programs: 99% Fundraising: 0% Administrative: 1%

Total Income $276,406,941
Total expenses: $333,342,011
  Program expenses $328,683,534
  Fundraising expenses $1,444,464
  Administrative expenses $3,214,013
  Other expenses $0
Income in Excess of Expenses $-56,935,070
Beginning Net Assets $368,774,020
Other Changes In Net Assets $-45,989
Ending Net Assets $311,792,961
Total Liabilities $33,351,723
Total Assets $345,144,684

Note: According to the organization's audited financial statements for the year ended June 30, 2023, PAF received in-kind contributions totaling $35,302 in the form of gift basket items ($19,152) and marketing communication services ($16,150).

An organization may change its practices at any time without notice. A copy of this report has been shared with the organization prior to publication. It is not intended to recommend or deprecate, and is furnished solely to assist you in exercising your own judgment. If the report is about a charity and states the charity meets or does not meet the Standards for Charity Accountability, it reflects the results of an evaluation of information and materials provided voluntarily by the charity. The name Better Business Bureau is a registered service mark of the International Association of Better Business Bureaus.

This report is not to be used for fundraising or promotional purposes.

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Report completed by:
BBB Wise Giving Alliance