2026-01-26T10:09:11-06:00 2025-06-30 540504608 BROWN EDWARDS & COMPANY LLP 701 TOWN CENTER DRIVE SUITE 700 NEWPORT NEWS VA 23606 990 2024-07-01 541839226 NATIONAL PATIENT ADVOCATE FOUNDATION NATI 7579521369 421 BUTLER FARM ROAD HAMPTON VA 23666 DR ALAN BALCH CHIEF EXECUTIVE OFFICER 7578736668 2026-01-13 1 0 JACOB REEVES P01875186 7578731033 2026-01-13 2024 2025-03-06 01:10:19Z DR ALAN BALCH 421 BUTLER FARM ROAD HAMPTON VA 23666 982347 0 X WWW.NPAF.ORG X 1996 VA NATIONAL PATIENT ADVOCATE FOUNDATION (NPAF), ESTABLISHED IN 1996, BRINGS PERSPECTIVES, ENGAGEMENT AND LIVED EXPERIENCES OF PATIENTS AND CAREGIVERS TO THE FOREFRONT OF HEALTHCARE REFORM ACTIVITIES. NPAF'S MISSION IS TO MAKE THE HEALTHCARE SYSTEM WORK FOR ALL OF US. AS THE ADVOCACY AFFILIATE OF PATIENT ADVOCATE FOUNDATION, NPAF IS A NATIONAL NONPROFIT ORGANIZATION WORKING WITH PARTNERS AT THE SYSTEM LEVEL TO INFLUENCE PUBLIC POLICY AND DRIVE CHANGES IN HEALTHCARE ACCESS, AFFORDABILITY AND OUTCOMES. 13 13 9 23 0 0 1065733 619790 360000 292500 44811 37729 0 32328 1470544 982347 0 0 0 0 992576 692520 0 0 71672 432406 274546 1424982 967066 45562 15281 1603098 1418412 439140 239173 1163958 1179239 X THE NATIONAL PATIENT ADVOCATE FOUNDATION, THE ADVOCACY AFFILIATE OF THE PATIENT ADVOCATE FOUNDATION, REPRESENTS THE PATIENT VOICE, BOTH THE POWERFUL STORIES OF INDIVIDUALS AND THE COLLECTIVE NEEDS OF THE COMMUNITY. OUR PROGRAMS ARE DEVELOPED TO REFLECT THE EXPERIENCES AND OVERCOME THE BARRIERS THAT PAF PATIENTS WHO ARE LIVING WITH CHRONIC, DEBILITATING OR LIFE-THREATENING ILLNESS AND THEIR CAREGIVERS ENCOUNTER IN ACCESSING AFFORDABLE, QUALITY HEALTH CARE. NPAF IS A THOUGHT LEADER IN DEVELOPING POLICIES THAT PROTECT PATIENTS AND CAREGIVERS FROM LACK OF TRANSPARENCY, MEDICAL DEBT AND EQUITABLE ACCESS TO CARE AND SERVICES AT KEY POINTS DURING THEIR ILLNESS. 0 0 606222 NPAF LEADS A VOLUNTEER GRASSROOTS NETWORK IN ACTIVITIES TO ADVANCE THE ORGANIZATION'S POLICY PRIORITIES AS GUIDED BY BOARD-APPROVED PRINCIPLES THAT ARE UPDATED ANNUALLY. THE COMPLEMENT OF PRINCIPLES TRANSLATES TO VARIOUS ADVOCACY OPPORTUNITIES FOR MINIMIZING BURDENS EXPERIENCED BY PATIENTS AND CAREGIVERS SO THEY CAN MAINTAIN MEDICAL, MENTAL/BEHAVIORAL AND FINANCIAL HEALTH. OUR AGENDA TARGETS HARDSHIPS EXPERIENCED BY ALL PAITENTS REGARDLESS OF WHERE THEY LIVE, THEIR DIAGNOSIS, RACE, GENDER, EDUCATION OR INCOME LEVEL. AMONG OTHER PRIORITIES, NPAF FOCUSES ON OPPORTUNITIES TO ADVANCE INNOVATIVE POLICIES ESTABLISHING "NEEDS NAVIGATION" AS A STANDARD PART OF CARE. THESE SERVICES MUST BE RELIABLY AVAILABLE IN ALL SETTINGS TO EASE PATIENTS' HEALTHCARE COSTS CONCERNS THAT ARE CONSEQUENCES OF COMPLEX AND CHRONIC ILLNESSES. NPAF ALSO PARTNERS WITH PAF'S PATIENT INSIGHT INSTITUTE ON PRODUCING PATIENT INSIGHT CONGRESS. THE CONFERENCE AGENDA OFFERS A UNIQUE APPROACH FOR GENERATING ACTIONABLE RESEARCH IDEAS AND ACADEMIC-PARTNERED PROJECTS, INCLUDING EVIDENCE SUPPORTING NPAF'S HEALTHCARE POLICY AGENDA. THE PROGRAM BRINGS REPRESENTATIVE COHORTS OF PATIENTS, CAREGIVERS AND GRASSROOTS VOLUNTEERS TO THE CONFERENCE ALONGSIDE RESEARCHERS. NPAF STAFF SERVE AS FACULTY AND ADMINISTRATIVE SUPPORT PARTNERING WITH PATIENT INSIGHT INSTITUTE IN PLANNING, EXECUTING AND EVALUATING OUTCOMES OF THESE EVENTS. 194237 292500 NPAF POLICY CONSORTIUM FEATURES A FORUM FOR DYNAMIC DIALOGUE THAT INVITES MEMBERS, ALONG WITH PATIENTS, CAREGIVERS AND COMMUNITY PARTNERS TO EXPLORE TOGETHER THE IMPACT AND IMPLICATIONS OF SERIOUS ILLNESSES ON PEOPLES' LIVES. THROUGH GUARTERLY VIRTUAL PATIENT-DRIVEN LISTENING SESSIONS, MEMBER SUPPORTERS GET A SEAT AT THE TABLE TO LEARN FROM THE REAL-WORLD LIVED EXPERIENCES OF PATIENTS, CAREGIVERS, SERVICE PROVIDERS AND COMMUNITY PARTNERS. POLICY CONSORTIUM PROVIDES AN INTERACTIVE LEARNING COMMUNITY FOR GENERATING ACTIONALBLE RESEARCH IDEAS, PRAGMATIC POLICY SOLUTIONS, AND ADVOCACY INITIATIVES TO IMPROVE HEALTHCARE ACCESS, AFFORDABILITY AND QUALITY. MEMBERS FROM ACROSS THERAPEUTIC AREAS ARE WELCOME TO THIS FORUM. 800459 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 1 0 0 0 0 0 1 0 0 0 1 19 0 1 9 1 0 0 0 0 0 0 0 0 0 0 0 0 X 13 13 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 VA X CORPORATE OFFICE 7579520592 421 BUTLER FARM ROAD HAMPTON VA 23666 AL BENSON III MD FACP PAST BOARD PRESIDENT 1.00 1.00 X 0 0 0 JOHN L MURPHY FINANCE COMMITTEE CHAIR 1.00 1.00 X X 0 0 0 OTIS MAYNARD ESQ BOARD PRESIDENT 1.00 1.00 X X 0 0 0 MAUREEN CULBERTSON BOARD SECRETARY 1.00 1.00 X X 0 0 0 NORMAN HUBBARD MBA BOARD MEMBER 1.00 1.00 X 0 0 0 LARRI SHORT BOARD MEMBER 1.00 1.00 X 0 0 0 BRYAN LOY MD MBA BOARD MEMBER 1.00 X 0 0 0 ROBERT WINN MD BOARD MEMBER 1.00 1.00 X 0 0 0 DANIEL PRESS PHD BOARD MEMBER 1.00 1.00 X 0 0 0 REGINALD TUCKER-SEELEY MA SCM SCD BOARD VICE PRESIDENT 1.00 1.00 X X 0 0 0 LORETTA WILLIAMS PHDAPRNMSN BSNBA BOARD MEMBER 1.00 1.00 X 0 0 0 DAVID WHITE BOARD MEMBER 1.00 1.00 X 0 0 0 MARIA TOLER BOARD MEMBER 1.00 X 0 0 0 DR ALAN J BALCH PHD CHIEF EXECUTIVE OFFICER 20.00 20.00 X 125000 474031 15284 GWEN DARIEN EVP, PATIENT ADVOCACY 40.00 X 192268 0 22216 REBECCA KIRCH EVP, POLICY & PROGRAMS 40.00 X 224612 0 21383 MELISSA WILLIAMS ASSOC. DIR., POLICY AND FI 40.00 X 104864 0 18861 CAITLIN DONOVAN SENIOR DIRECTOR PR 40.00 X 103627 0 5409 750371 474031 83153 5 0 1 0 0 525875 93915 619790 MEMBERSHIP DUES - PROG 541900 292500 292500 292500 37729 37729 32328 0 32328 32328 32328 982347 292500 0 70057 125000 87500 37500 461771 442867 3144 15760 17440 15717 151 1572 43741 39765 3976 44568 39363 1269 3936 30677 30677 62709 62709 11218 6218 5000 41410 16603 23145 1662 84971 59480 19543 5948 7485 7485 17056 17056 13497 9448 3104 945 5000 3500 1150 350 STAFF AND WELFARE 523 233 267 23 967066 800459 94935 71672 200 200 1377622 1324945 40475 39200 33176 8492 130824 127450 16872 3374 134753 42201 1603098 1418412 81211 61872 198400 134384 159529 42917 439140 239173 X 1163958 1179239 1163958 1179239 1603098 1418412 15281 0 X X 0 1 X 1 0 X X 1 PATIENT ADVOCATE FOUNDATION 541806317 7 1 0 516000 1 0 516000 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 3067 3067 0 127757 124383 3374 3374 DUE TO PAF 66 LEASE LIABILITY 42851 42917 X 1186169 203822 203822 982347 0 982347 1170888 203822 203822 967066 0 967066 PART X, LINE 2: THE FOUNDATION IS EXEMPT FROM INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE; ACCORDINGLY, THE ACCOMPANYING FINANCIAL STATEMENTS DO NOT REFLECT A PROVISION OR LIABILITY FOR FEDERAL AND STATE INCOME TAXES. X X X X X 0 0 0 0 0 0 0 0 0 DR ALAN J BALCH PHD CHIEF EXECUTIVE OFFICER 125000 466850 0 7181 0 0 0 13800 0 1484 125000 489315 0 0 REBECCA KIRCH EVP, POLICY & PROGRAMS 223412 0 1200 0 0 0 8866 0 12517 0 245995 0 0 0 GWEN DARIEN EVP, PATIENT ADVOCACY 192268 0 0 0 0 0 8311 0 13905 0 214484 0 0 0 DR ALAN J BALCH CHIEF EXECUTIVE OFFICER 1002362 INTERCOMPANY ACTIVITY OCCURS BETWEEN PATIENT ADVOCATE FOUNDATION (PAF) AND NATIONAL PATIENT ADVOCATE FOUNDATION (NPAF). ALSO, PAF AND NPAF SHARE THE SAME CHIEF EXECUTIVE OFFICER. NPAF HAS A CONSULTING AGREEMENT IN WHICH PAF PAYS NPAF FEES TO REPRESENT THE POLICY INTERESTS OF PAF. THE CONSULTING FEES FOR FY 2024/2025 WERE $516,000. NPAF REIMBURSED PAF FOR SALARIES AND BENEFITS OF $249,877 FOR SHARED SERVICES, OF WHICH $125,000 WAS FOR ALAN BALCH'S SALARY. PAF REIMBURSED TO NPAF $214,645 IN SALARIES AND BENEFITS FOR SHARED SERVICES. NPAF ALSO REIMBURSED PAF FOR $8,700 OF OTHER EXPENSES, AND PAF REIMBURSED NPAF FOR $13,140 OF OTHER EXPENSES IN FY 2024/2025. 0 FORM 990 - PAGE 1 - BOX I EFFECTIVE 7/1/22, NATIONAL PATIENT ADVOCATE FOUNDATION IS A 501(C)(3) ORGANIZATION. AN IRS DETERMINATION LETTER DATED 4/18/23, NOTED THE ORGANIZATION WAS TO BE EXEMPT FROM FEDERAL INCOME TAX UNDER INTERNAL REVENUE CODE 501(C)(3). FURTHER, THE ORGANIZATION WAS DETERMINED TO BE A PUBLIC CHARITY UNDER IRC SECTION 509(A)(3). PREVIOUSLY, THE ORGANIZATION WAS EXEMPT FROM FEDERAL INCOME TAX UNDER INTERNAL REVENUE CODE 501(C)(4). FORM 990, PART VI, SECTION B, LINE 11B THE FINANCE COMMITTEE OF THE BOARD OF DIRECTORS RECEIVES A DRAFT COPY OF THE FORM 990 THEN SUBSEQUENTLY REVIEWS IT FOR ACCURACY AND COMPLIANCE. ONCE IT IS APPROVED BY THE FINANCE COMMITTEE, ALL MEMBERS OF THE EXECUTIVE BOARD OF DIRECTORS RECEIVE THE FINAL COPY OF THE FORM 990 FOR REVIEW AND APPROVAL AND IS SO NOTED IN THE BOARD MEETING MINUTES. FORM 990, PART VI, SECTION B, LINE 12C UNDER THE DIRECTION OF THE GOVERNANCE COMMITTEE, MEMBERS OF THE NPAF BOARD OF DIRECTORS ARE REQUIRED TO REVIEW AND SIGN THE CONFLICT OF INTEREST POLICY UPON ESTABLISHING MEMBERSHIP ON THE BOARD AND AGAIN ANNUALLY. THIS INCLUDES COMPLETING AN UPDATED CONFLICT OF INTEREST DISCLOSURE QUESTIONNAIRE IN WHICH EACH MEMBER MUST DISCLOSE ANY/ALL KNOWN CONFLICTS OF INTEREST AT THAT TIME. IF ANY CONFLICTS OF INTEREST ARE NOTED MORE INFORMATION WILL BE GATHERED BY THE GOVERNANCE COMMITTEE AND A DETERMINATION ON THE EXISTENCE OF A MATERIAL CONFLICT WILL BE ISSUED. THE GOVERNANCE COMMITTEE OF THE BOARD OF DIRECTORS IS CHARGED WITH ENFORCEMENT OF THIS POLICY. FORM 990, PART VI, SECTION B, LINE 15 THE COMPENSATION AND BENEFITS COMMITTEE SHALL CONSIST OF AT LEAST THREE DIRECTORS APPOINTED BY THE COMMITTEE CHAIR AND SUBJECT TO AN AFFIRMATIVE MAJORITY VOTE WITH THE NECESSARY QUORUM OF DULY ELECTED DIRECTORS PRESENT. MEMBERS OF THE COMPENSATION AND BENEFIT COMMITTEE MUST BE INDEPENDENT AND COMPLETE A SIGNED ATTESTATION TO THAT EFFECT. THE COMMITTEE WILL BE CHAIRED BY THE PRESIDENT. EXPERTS IN COMPENSATION AND BENEFITS NOT CURRENTLY DIRECTORS MAY SERVE AS VOTING COMMITTEE MEMBERS. THE COMPENSATION AND BENEFITS COMMITTEE IS RESPONSIBLE FOR THE ANNUAL PERFORMANCE REVIEW OF THE CHIEF EXECUTIVE OFFICER. THE COMPENSATION COMMITTEE IS ALSO RESPONSIBLE FOR EVALUATING AND DETERMINING THE TOTAL COMPENSATION OF THE CHIEF EXECUTIVE OFFICER IN ADDITION TO REVIEWING THE COMPENSATION LEVELS FOR ALL OFFICERS AND KEY EMPLOYEES. THIS REVIEW SHALL BE CONDUCTED ANNUALLY. THE COMPENSATION COMMITTEE SHALL BASE ITS EVALUATION AND RECOMMENDATIONS IN PART ON A BI-ANNUAL BENCHMARKING STUDY CONDUCTED BY A RELIABLE THIRD PARTY THAT UTILIZES NATIONAL COMPARABILITY DATA ON SALARY AND BENEFITS OF ORGANIZATIONS SIMILAR IN MISSION, SIZE, AND REVENUE. THE COMPENSATION AND BENEFITS COMMITTEE IS ALSO RESPONSIBLE FOR ENSURING CONTEMPORANEOUS DOCUMENTATION AND RECORDKEEPING OF ITS ACTIONS AND DECISIONS AND MUST SUBMIT A WRITTEN MEMORANDUM TO THE FOUNDATION'S TALENT MANAGEMENT DEPARTMENT AFFIRMING THE COMMITTEE'S DETERMINATION OF REASONABLENESS OF COMPENSATION FOR ALL THE OFFICERS AND KEY EMPLOYEES. FINALLY, THE COMPENSATION AND BENEFITS COMMITTEE IS RESPONSIBLE FOR REVIEWING THE BENEFITS OFFERED ALL EMPLOYEES OF THE CORPORATION AND MAKING RECOMMENDATIONS ABOUT THEIR SUITABILITY TO THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION C, LINE 19 NATIONAL PATIENT ADVOCATE FOUNDATION MAKES THEIR GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST. FORM 990 - PART XII - LINE 2C THE FINANCE COMMITTEE REVIEWS AND APPROVES THE DRAFT OF THE AUDITED FINANCIAL STATEMENTS FOR ACCURACY AND COMPLIANCE. THE BOARD OF DIRECTORS RECEIVES THE FINAL COPY OF THE AUDITED FINANCIAL STATEMENTS WHEN IT IS COMPLETE AND APPROVED BY THE FINANCE COMMITTEE, SO NOTED IN THE MINUTES AND APPROVED BY THE BOARD. WHEN SELECTING A NEW AUDIT FIRM, NATIONAL PATIENT ADVOCATE FOUNDATION IDENTIFIES THREE RECOMMENDED REGIONAL FIRMS AND REQUESTS PROPOSALS FROM THEM. THE INFORMATION IS REVIEWED AND THE FINAL SELECTION IS APPROVED BY THE FINANCE COMMITTEE. PATIENT ADVOCATE FOUNDATION 421 BUTLER FARM ROAD HAMPTON VA 23666 541806317 ASSIST PATIENTS WITH GAINING FINANCIAL STABILITY AND ACCESS TO MEDICAL CARE. VA 501(C)(3) LINE 7 PAF IS THE SISTER ORGANIZATION TO NPAF MRBALCH IS CEO OF AND PAID BY BOTH 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 1 1 1 0 0 PATIENT ADVOCATE FOUNDATION L 516000 PATIENT ADVOCATE FOUNDATION O 464522 PATIENT ADVOCATE FOUNDATION P 8700 PATIENT ADVOCATE FOUNDATION Q 13140