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PATIENT ACCESS NETWORK FOUNDATION: Form 990, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
PATIENT ACCESS NETWORK FOUNDATION (EIN 20-1184743)
Tax period
2024-01-01 to 2024-12-31
Filed
2025-06-03
IRS object ID
202511549349300816
Schema version
2024v5.1
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2025-06-03T09:08:14-05:00ReturnTs
Tax Period End2024-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN882730877PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CHERRY BEKAERT ADVISORY LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11111 METROPOLITAN AVE STE 900AddressLine1Txt
CityCHARLOTTECityNm
State AbbreviationNCStateAbbreviationCd
ZIP28204ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2024-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN201184743EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1PATIENT ACCESS NETWORK FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlPATIBusinessNameControlTxt
Phone2023479272PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11032 15TH ST NW 413AddressLine1Txt
CityWASHINGTONCityNm
State AbbreviationDCStateAbbreviationCd
ZIP20005ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonKEVIN HAGANPersonNm
Person TitlePRESIDENT & CEOPersonTitleTxt
Phone2023479272PhoneNum
Signature2025-05-22SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (1)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonBREE-ANN WEIDNERPreparerPersonNm
PTINP01319397PTIN
Phone7043771678PhoneNum
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerKEVIN HAGANPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line11032 15TH ST NW 413AddressLine1Txt
CityWASHINGTONCityNm
State AbbreviationDCStateAbbreviationCd
ZIP20005ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$225,939,611GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.PANFOUNDATION.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation2004FormationYr
Legal Domicile StateDCLegalDomicileStateCd
Activity Or MissionAS A LEADING CHARITABLE FOUNDATION AND HEALTHCARE ADVOCACY ORGANIZATION, THE PAN FOUNDATION IS DEDICATED TO ACCELERATING ACCESS TO TREATMENT FOR THOSE WHO NEED IT MOST AND EMPOWERING PATIENTS ON THEIR HEALTHCARE JOURNEYS. WE PROVIDE CRITICAL FINANCIAL ASSISTANCE FOR TREATMENT COSTS, ADVOCATE FOR POLICY SOLUTIONS THAT EXPAND ACCESS TO CARE, AND DELIVER EDUCATION ON COMPLEX TOPICS - ALL DRIVEN BY OUR BELIEF THAT EVERYONE DESERVES ACCESS TO AFFORDABLE, EQUITABLE HEALTHCARE.ActivityOrMissionDesc
Voting Members Governing Body15VotingMembersGoverningBodyCnt
Voting Members Independent15VotingMembersIndependentCnt
Total Employee184TotalEmployeeCnt
Total Volunteers1TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$364,186,196PYContributionsGrantsAmt
CY Contributions Grants$191,793,542CYContributionsGrantsAmt
PY Program Service Revenue$0PYProgramServiceRevenueAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$10,175,747PYInvestmentIncomeAmt
CY Investment Income$10,929,238CYInvestmentIncomeAmt
PY Other Revenue$62,428PYOtherRevenueAmt
CY Other Revenue$295,493CYOtherRevenueAmt
PY Total Revenue$374,424,371PYTotalRevenueAmt
CY Total Revenue$203,018,273CYTotalRevenueAmt
PY Grants And Similar Paid$255,391,522PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$133,801,312CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$12,917,672PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$11,835,386CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$577,705PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$237,635CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$1,421,934CYTotalFundraisingExpenseAmt
PY Other Expenses$19,246,239PYOtherExpensesAmt
CY Other Expenses$18,378,314CYOtherExpensesAmt
PY Total Expenses$288,133,138PYTotalExpensesAmt
CY Total Expenses$164,252,647CYTotalExpensesAmt
PY Revenues Less Expenses$86,291,233PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$38,765,626CYRevenuesLessExpensesAmt
Total Assets BOY$468,568,076TotalAssetsBOYAmt
Total Assets EOY$471,257,493TotalAssetsEOYAmt
Total Liabilities BOY$107,379,690TotalLiabilitiesBOYAmt
Total Liabilities EOY$62,244,479TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$361,188,386NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$409,013,014NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionAS A LEADING CHARITABLE FOUNDATION AND HEALTHCARE ADVOCACY ORGANIZATION, THE PAN FOUNDATION IS DEDICATED TO ACCELERATING ACCESS TO TREATMENT FOR THOSE WHO NEED IT MOST AND EMPOWERING PATIENTS ON THEIR HEALTHCARE JOURNEYS. WE PROVIDE CRITICAL FINANCIAL ASSISTANCE FOR TREATMENT COSTS, ADVOCATE FOR POLICY SOLUTIONS THAT EXPAND ACCESS TO CARE, AND DELIVER EDUCATION ON COMPLEX TOPICS - ALL DRIVEN BY OUR BELIEF THAT EVERYONE DESERVES ACCESS TO AFFORDABLE, EQUITABLE HEALTHCARE.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$145,731,787ExpenseAmt
Grant$133,801,312GrantAmt
DescSINCE 2004, OUR FINANCIAL ASSISTANCE PROGRAMS HAVE HELPED MORE THAN 1.3 MILLION PEOPLE TO START OR STAY ON LIFE-CHANGING TREATMENT. IN ADDITION, WE'VE ACHIEVED MAJOR POLICY VICTORIES THAT INCREASE ACCESS TO CARE, MOBILIZED PATIENT ADVOCATES TO CALL FOR CHANGE, AND EDUCATED PEOPLE NATIONWIDE ON CRITICAL HEALTHCARE-RELATED TOPICS. WE'RE COMMITTED TO WORKING TOWARDS A FUTURE WHERE EQUITABLE HEALTH OUTCOMES ARE A REALITY FOR ALL.IN 2024, THE PAN FOUNDATION PAID OVER 400,000 CLAIMS FOR PATIENTS' OUT-OF-POCKET COSTS FOR THEIR CRITICAL MEDICATIONS. IN ADDITION, THE PAN FOUNDATION CONTINUES TO ADVOCATE FOR GREATER HEALTHCARE ACCESS AND AFFORDABILITY AND PROVIDE PUBLIC EDUCATION ON COMPLEX HEALTHCARE TOPICS. THE PAN FOUNDATION OPERATES UNDER AN ADVISORY OPINION ISSUED BY THE U.S. DEPARTMENT OF HEALTH AND HUMAN SERVICES, OFFICE OF THE INSPECTOR GENERAL (OIG ADVISORY OPINION 07-18)Desc
Total Program Service Expenses$145,731,787TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying ActivitiesYes (1)LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi Endowments0DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional FundraisingYes (1)ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To Organizations0GrantsToOrganizationsInd
Grants To IndividualsYes (1)GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded EntityYes (1)DisregardedEntityInd
Related Entity0RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document86IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee184EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members15GoverningBodyVotingMembersCnt
Independent Voting Member15IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process OtherYes (1)CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldALStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldARStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldCAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldDCStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldFLStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldGAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldHIStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldILStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldKSStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldKYStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMDStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMSStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMIStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMNStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNHStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNMStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNJStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNYStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldORStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldPAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldRIStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldSCStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldTNStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldUTStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldVAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldWVStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldWIStatesWhereCopyOfReturnIsFldCd
Own WebsiteYes (X)OwnWebsiteInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1SCOTT SCHLENOFFBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone2026618080PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11032 15TH ST NW 413AddressLine1Txt
CityWASHINGTONCityNm
State AbbreviationDCStateAbbreviationCd
ZIP20005ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (23 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtKey EmployeeKeyEmployeeIndHighest Compensated EmployeeHighestCompensatedEmployeeInd
JAMES DUNLOP
CHAIR3.000.00Yes (X)Yes (X)$16,000$0$0
NANCY MCGEE
VICE CHAIR3.000.00Yes (X)Yes (X)$12,000$0$0
MARY FINDLEY
SECRETARY3.000.00Yes (X)Yes (X)$12,000$0$0
MARY BLUNT
DIRECTOR3.000.00Yes (X)$12,000$0$0
JENNIFER BROWN
DIRECTOR3.000.00Yes (X)$4,000$0$0
WENDY BULLINGTON
DIRECTOR3.000.00Yes (X)$12,000$0$0
JOSEPH D'AVELLA
DIRECTOR3.000.00Yes (X)$12,000$0$0
NICHOLAS LAROCHELLE
DIRECTOR3.000.00Yes (X)$12,000$0$0
ANNA MCKEAN
DIRECTOR3.000.00Yes (X)$12,000$0$0
WINFRED PARNELL
DIRECTOR3.000.00Yes (X)$12,000$0$0
JON SELLMAN
DIRECTOR3.000.00Yes (X)$12,000$0$0
SARAH THOMASON
DIRECTOR3.000.00Yes (X)$12,000$0$0
ELIZABETH WADE
DIRECTOR3.000.00Yes (X)$12,000$0$0
HOWARD WEINBERG
DIRECTOR3.000.00Yes (X)$12,000$0$0
CHASE BICE
DIRECTOR3.000.00Yes (X)$0$0$0
SCOTT SCHLENOFF
CFO & TREASURER40.000.00Yes (X)$322,249$0$39,025
KEVIN HAGAN
PRESIDENT & CEO40.000.00Yes (X)$522,023$0$39,750
AMY NILES
CHIEF MISSION OFFICER40.000.00$319,173$0$21,439Yes (X)
KIM BAICH
CHIEF IMPACT OFFICER40.000.00$292,636$0$26,347Yes (X)
MIA HARMON
CHIEF COMPLIANCE & PRIVACY OFFICER40.000.00$273,723$0$27,618Yes (X)
JEANINE JONES
CHIEF EXPERIENCE OFFICER40.000.00$258,711$0$17,998Yes (X)
RICHARD CITRENBAUM
VP OF OPERATIONS (THRU 2/24)40.000.00$218,268$0$4,927Yes (X)
ALAN GORDON
CHIEF TECHNOLOGY OFFICER (BEG 4/24)40.000.00$223,805$0$11,675Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$2,594,588TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$188,779TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K40IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
SALESFORCE INC
415 MISSION ST 3RD FLOORSAN FRANCISCOCA94105SOFTWARE DEVELOPMENT AND IT SUPPORT$2,087,414
FAEGRE DRINKER BIDDLE & REATH LLP
1500 K ST NW SUITE 1100WASHINGTONDC20005LEGAL SERVICES$1,780,248
LUMINAIRE HEALTH
62923 COLLECTION CENTER DRIVECHICAGOIL60693CLAIM ADMINISTRATION$873,970
ERNST & YOUNG LLP
200 PLAZA DRIVESECAUCUSNJ07094STRATEGIC CONSULTANT$800,000
HURON CONSULTING GROUP INC
PO BOX 71223CHICAGOIL60694SOFTWARE DEVELOPMENT AND IT SUPPORT$727,350
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K35CntrctRcvdGreaterThan100KCnt
Government Grants$1,461,431GovernmentGrantsAmt
All Other Contributions$190,332,111AllOtherContributionsAmt
Total Contributions$191,793,542TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$11,499,419TotalRevenueColumnAmt
Exclusion$11,499,419ExclusionAmt

Gross Rents GrossRentsGrp

FieldValueIRS element (for citing)
Real$295,493RealAmt

Less Rental Expenses LessRentalExpensesGrp

FieldValueIRS element (for citing)
Real$0RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real$295,493RealAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$295,493TotalRevenueColumnAmt
Exclusion$295,493ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$22,351,157SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$22,921,338SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities-$570,181SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column-$570,181TotalRevenueColumnAmt
Exclusion-$570,181ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$203,018,273TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$11,224,731ExclusionAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$133,801,312TotalAmt
Program Services$133,801,312ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$1,427,659TotalAmt
Program Services$340,612ProgramServicesAmt
Management And General$1,087,047ManagementAndGeneralAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$8,554,010TotalAmt
Program Services$3,354,485ProgramServicesAmt
Management And General$4,417,985ManagementAndGeneralAmt
Fundraising$781,540FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$407,247TotalAmt
Program Services$161,009ProgramServicesAmt
Management And General$210,921ManagementAndGeneralAmt
Fundraising$35,317FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$737,408TotalAmt
Program Services$288,172ProgramServicesAmt
Management And General$384,433ManagementAndGeneralAmt
Fundraising$64,803FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$709,062TotalAmt
Program Services$268,059ProgramServicesAmt
Management And General$383,976ManagementAndGeneralAmt
Fundraising$57,027FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$2,528,880TotalAmt
Management And General$2,528,880ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$495,649TotalAmt
Management And General$495,649ManagementAndGeneralAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$599,932TotalAmt
Management And General$599,932ManagementAndGeneralAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total$237,635TotalAmt
Fundraising$237,635FundraisingAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$319,775TotalAmt
Management And General$319,775ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$6,593,435TotalAmt
Program Services$4,109,750ProgramServicesAmt
Management And General$2,376,775ManagementAndGeneralAmt
Fundraising$106,910FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$688,481TotalAmt
Program Services$67,382ProgramServicesAmt
Management And General$608,109ManagementAndGeneralAmt
Fundraising$12,990FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$2,127,685TotalAmt
Program Services$1,584,928ProgramServicesAmt
Management And General$538,409ManagementAndGeneralAmt
Fundraising$4,348FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$411,326TotalAmt
Program Services$308,495ProgramServicesAmt
Management And General$82,265ManagementAndGeneralAmt
Fundraising$20,566FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$487,808TotalAmt
Program Services$85,246ProgramServicesAmt
Management And General$386,450ManagementAndGeneralAmt
Fundraising$16,112FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$123,861TotalAmt
Program Services$16,873ProgramServicesAmt
Management And General$103,905ManagementAndGeneralAmt
Fundraising$3,083FundraisingAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$1,632,062TotalAmt
Program Services$1,224,047ProgramServicesAmt
Management And General$326,412ManagementAndGeneralAmt
Fundraising$81,603FundraisingAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$248,003TotalAmt
Management And General$248,003ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (2 entries)

DescDescTotalTotalAmtManagement And GeneralManagementAndGeneralAmtProgram ServicesProgramServicesAmt
SETTLEMENT$2,000,000$2,000,000
ALLIANCE EXPENSES$121,417$121,417

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$164,252,647TotalAmt
Program Services$145,731,787ProgramServicesAmt
Management And General$17,098,926ManagementAndGeneralAmt
Fundraising$1,421,934FundraisingAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$208,642,205BOYAmt
EOY$168,146,070EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$58,339,999BOYAmt
EOY$43,057,670EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$1,461,431EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$1,011,968BOYAmt
EOY$587,004EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$10,422,639LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$1,838,447LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$9,114,545BOYAmt
EOY$8,584,192EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$189,307,506BOYAmt
EOY$247,613,643EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$2,151,853BOYAmt
EOY$1,807,483EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$468,568,076BOYAmt
EOY$471,257,493EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$9,898,236BOYAmt
EOY$3,472,165EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$97,481,454BOYAmt
EOY$58,772,314EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$107,379,690BOYAmt
EOY$62,244,479EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$32,903,735BOYAmt
EOY$41,655,416EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$328,284,651BOYAmt
EOY$367,357,598EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$361,188,386BOYAmt
EOY$409,013,014EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$468,568,076BOYAmt
EOY$471,257,493EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$38,765,626ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$9,059,002NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$439,121,644CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$297,101,560CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$277,827,701CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$364,186,196CurrentTaxYearMinus1YearAmt
Current Tax Year$191,793,542CurrentTaxYearAmt
Total$1,570,030,643TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$439,121,644CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$297,101,560CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$277,827,701CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$364,186,196CurrentTaxYearMinus1YearAmt
Current Tax Year$191,793,542CurrentTaxYearAmt
Total$1,570,030,643TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$1,099,845,280SubstantialContributorsTotAmt
Public Support Total170$470,185,363PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$9,824,200CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$9,266,883CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$7,890,347CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$14,575,480CurrentTaxYearMinus1YearAmt
Current Tax Year$11,794,912CurrentTaxYearAmt
Total$53,351,822TotalAmt
FieldValueIRS element (for citing)
Total Support$1,623,382,465TotalSupportAmt
Public Support CY1700.28960PublicSupportCY170Pct
Public Support PY1700.27540PublicSupportPY170Pct
Ten Pct Facts Crcmstncs Test CYYes (X)TenPctFactsCrcmstncsTestCYInd
Facts And Circumstances Test1. THE FOUNDATION'S PUBLIC SUPPORT PERCENTAGE IS AT LEAST 10%.2. THE FOUNDATION MAINTAINS A CONTINUOUS AND BONA FIDE PROGRAM FOR SOLICITATION OF FUNDS FROM THE GENERAL PUBLIC.3. AT 28.96% THE FOUNDATION'S PUBLIC SUPPORT PERCENTAGE FOR 2024 IS WELL ABOVE THE MINIMUM REQUIREMENT OF 10% AND NARROWLY FALLS SHORT OF THE NORMAL REQUIREMENT OF 33 1/3%.4. THE FOUNDATION NORMALLY RECEIVES SUPPORT FROM A LARGE NUMBER OF UNRELATED DONORS. DURING THE PERIOD 2020-2024, THE FOUNDATION RECEIVED SUPPORT FROM 30+ CORPORATE DONORS AND WELL OVER 1,000 INDIVIDUAL DONORS.5. THE FOUNDATION HAS A GOVERNING BODY WHICH REPRESENTS THE BROAD INTERESTS OF THE PUBLIC. THE BOARD OF DIRECTORS INCLUDES INDIVIDUALS FROM THE ACADEMIC, NONPROFIT, BUSINESS, AND MEDICAL COMMUNITIES AS WELL AS ATTORNEYS AND CPAS.6. THE FOUNDATION'S PROGRAMS PROVIDE GREAT BENEFIT TO THE PUBLIC. SINCE INCEPTION, THE FOUNDATION HAS PROVIDED OVER $4 BILLION IN MEDICAL SUPPORT ASSISTANCE TO OVER 1.3 MILLION FINANCIALLY NEEDY PATIENTS LIVING WITH SERIOUS, CHRONIC, AND RARE DISEASES TO HELP PAY FOR THEIR OUT-OF-POCKET MEDICATION COSTS. 7. THE FOUNDATION PROVIDES OTHER BENEFITS DIRECTLY TO THE PUBLIC, INCLUDING: - EDUCATES PATIENTS, HEALTHCARE PROVIDERS, AND THE PUBLIC ABOUT COMPLEX HEALTHCARE TOPICS TO HELP THEM NAVIGATE CARE, SUCH AS MEDICARE PART D REFORMS, CLINICAL TRIALS, THE LOW-INCOME SUBSIDY PROGRAM, ALTNERATIVE FUNDING PROGRAMS, COPAY ACCUMULATORS.- WORKS TO INCREASE NATIONWIDE AWARENESS OF AVAILABLE FINANCIAL ASSISTANCE RESOURCES THROUGH THE PAN FOUNDATION AND THROUGH OTHER ORGANIZATIONS.- PROVIDES TRANSPORTATION FINANCIAL ASSISTANCE TO HELP ELIGIBLE PATIENTS GET TO AND FROM THEIR MEDICAL APPOINTMENTS AND PHARMACIES.- OPERATES FUNDFINDER, A DIGITAL WEBSITE AND APPLICATION THAT ALLOWS PATIENTS AND HEALTHCARE PROFESSIONALS TO RAPIDLY DETERMINE THE AVAILABILITY OF FINANCIAL ASSISTANCE FROM ANY PATIENT ASSISTANCE FOUNDATION AND PROVIDES A DIRECTORY OF PATIENT SUPPORT ORGANIZATIONS. FUNDFINDER TRACKS OVER 200 FINANCIAL ASSISTANCE PROGRAMS ACROSS NINE ORGANIZATIONS AND PROVIDES REAL-TIME ALERTS TO SUBSCRIBERS.- OFFERS PATIENTS REFERRALS TO OTHER FINANCIAL RESOURCES WHEN THEY DO NOT QUALIFY FOR ASSISTANCE AT THE PAN FOUNDATION.- MAINTAINS A NETWORK OF ALLIANCE PARTNERSHIPS WITH NATIONAL PATIENT SUPPORT ORGANIZATIONS WHO PROVIDE DISEASE-RELATED EDUCATION AND SUPPORT TO PATIENTS AND CAREGIVERS.- CONDUCTS RESEARCH AND POLLING ON TOPICS RELATED HEALTHCARE ACCESS AND AFFORDABILITY, INCLUDING BUT NOT LIMITED TO SOCIAL DETERMINANTS OF HEALTH, MENTAL HEALTH, MEDICATION ADHERENCE, AND OTHER ACCESS ISSUES.- DEVELOPS RESOURCES TO EDUCATE POLICYMAKERS AND OTHER STAKEHOLDERS ABOUT KEY HEALTHCARE ACCESS ISSUES.FactsAndCircumstancesTestTxt

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule C IRS990ScheduleC

Total Grassroots Lobbying TotalGrassrootsLobbyingGrp

FieldValueIRS element (for citing)
Filing Organizations Total$15,600FilingOrganizationsTotalAmt

Total Direct Lobbying TotalDirectLobbyingGrp

FieldValueIRS element (for citing)
Filing Organizations Total$584,332FilingOrganizationsTotalAmt

Total Lobbying Expend TotalLobbyingExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$599,932FilingOrganizationsTotalAmt

Other Exempt Purpose Expend OtherExemptPurposeExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$163,095,305FilingOrganizationsTotalAmt

Total Exempt Purpose Expend TotalExemptPurposeExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$163,695,237FilingOrganizationsTotalAmt

Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp

FieldValueIRS element (for citing)
Filing Organizations Total$1,000,000FilingOrganizationsTotalAmt

Grassroots Nontaxable GrassrootsNontaxableGrp

FieldValueIRS element (for citing)
Filing Organizations Total$250,000FilingOrganizationsTotalAmt

Tot Lbbyng Grassroot Mns Non Tx TotLbbyngGrassrootMnsNonTxGrp

FieldValueIRS element (for citing)
Filing Organizations Total$0FilingOrganizationsTotalAmt

Tot Lbby Expend Mns Lbbyng Non Tx TotLbbyExpendMnsLbbyngNonTxGrp

FieldValueIRS element (for citing)
Filing Organizations Total$0FilingOrganizationsTotalAmt

Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp

FieldValueIRS element (for citing)
Current Year$1,000,000CurrentYearAmt
Total$1,000,000TotalAmt
FieldValueIRS element (for citing)
Lobbying Ceiling$1,500,000LobbyingCeilingAmt

Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp

FieldValueIRS element (for citing)
Current Year$599,932CurrentYearAmt
Total$599,932TotalAmt

Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp

FieldValueIRS element (for citing)
Current Year$250,000CurrentYearAmt
Total$250,000TotalAmt
FieldValueIRS element (for citing)
Grassroots Ceiling$375,000GrassrootsCeilingAmt

Avg Grassroots Lobbying Expend AvgGrassrootsLobbyingExpendGrp

FieldValueIRS element (for citing)
Current Year$15,600CurrentYearAmt
Total$15,600TotalAmt

Schedule D IRS990ScheduleD

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$10,422,639OtherCostOrOtherBasisAmt
Depreciation$1,838,447DepreciationAmt
Book Value$8,584,192BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$8,584,192TotalBookValueLandBuildingsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)

DescDescAmtAmt
CO-PAYMENT ASSISTANCE OBLIGATION$56,976,884
OPERATING LEASE LIABILITY$1,795,430
FieldValueIRS element (for citing)
Total Liability$58,772,314TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$211,952,500TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$9,059,002NetUnrealizedGainsInvstAmt
Donated Services And Use Fclts$195,000DonatedServicesAndUseFcltsAmt
Revenue Not Reported$9,254,002RevenueNotReportedAmt
Revenue Subtotal$202,698,498RevenueSubtotalAmt
Investment Expenses Not Incld$319,775InvestmentExpensesNotIncldAmt
Revenue Not Reported Fincl Stmt$319,775RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$203,018,273TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$164,127,872TotExpnsEtcAuditedFinclStmtAmt
Donated Services Use Fclts$195,000DonatedServicesUseFcltsAmt
Expenses Not Reported$195,000ExpensesNotReportedAmt
Expenses Subtotal$163,932,872ExpensesSubtotalAmt
Investment Expenses Not Incld2$319,775InvestmentExpensesNotIncld2Amt
Expenses Not Rpt Fincl Stmt$319,775ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$164,252,647TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART X, LINE 2:FormAndLineReferenceDesc
ExplanationTHE FOUNDATION IS A NON-PROFIT, TAX-EXEMPT ORGANIZATION UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. MANAGEMENT BELIEVES THE FOUNDATION CONTINUES TO SATISFY THE REQUIREMENTS OF A TAX-EXEMPT ORGANIZATION AND IS NOT SUBJECT TO TAX. ACCORDINGLY, NO PROVISION FOR INCOME TAXES HAS BEEN REFLECTED IN THE ACCOMPANYING FINANCIAL STATEMENTS. MANAGEMENT HAS EVALUATED THE EFFECT OF FASB GUIDANCE ON ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES. THE GUIDANCE CLARIFIES THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES RECOGNIZED IN AN ENTITY'S FINANCIAL STATEMENTS BY PRESCRIBING A RECOGNITION THRESHOLD AND MEASUREMENT ATTRIBUTE FOR THE FINANCIAL STATEMENT RECOGNITION AND MEASUREMENT OF A TAX POSITION TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. THE FOUNDATION'S POLICY IS TO RECORD A LIABILITY FOR ANY TAX POSITION TAKEN THAT IS BENEFICIAL TO THE FOUNDATION, INCLUDING ANY RELATED INTEREST AND PENALTIES, WHEN IT IS MORE LIKELY THAN NOT THE POSITION TAKEN BY MANAGEMENT WITH RESPECT TO A TRANSACTION OR CLASS OF TRANSACTIONS WILL BE OVERTURNED BY A TAXING AUTHORITY UPON EXAMINATION.ExplanationTxt

Schedule G IRS990ScheduleG

FieldValueIRS element (for citing)
Mail SolicitationsYes (X)MailSolicitationsInd
Email SolicitationsYes (X)EmailSolicitationsInd
Phone SolicitationsYes (X)PhoneSolicitationsInd
In Person SolicitationsYes (X)InPersonSolicitationsInd
Solicitation Of Non Govt GrantsYes (X)SolicitationOfNonGovtGrantsInd
Agrmt Prof Fundraising ActyYes (1)AgrmtProfFundraisingActyInd

Fundraiser Activity Info FundraiserActivityInfoGrp

Organization Business Name OrganizationBusinessName

FieldValueIRS element (for citing)
Business Name Line1ALLEGIANCE GROUPBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line115660 N DALLAS PKWY 1000AddressLine1Txt
CityDALLASCityNm
State AbbreviationTXStateAbbreviationCd
ZIP75248ZIPCd
FieldValueIRS element (for citing)
ActivityINDIVIDUAL GIVING CAMPAIGNActivityTxt
Fundraiser Control Of Funds0FundraiserControlOfFundsInd
Gross Receipts$0GrossReceiptsAmt
Retained By Contractor$237,635RetainedByContractorAmt
Net To Organization-$237,635NetToOrganizationAmt
FieldValueIRS element (for citing)
Total Retained By Contractors$237,635TotalRetainedByContractorsAmt
Total Net To Organization-$237,635TotalNetToOrganizationAmt
Licensed StatesALLicensedStatesCd
Licensed StatesAKLicensedStatesCd
Licensed StatesAZLicensedStatesCd
Licensed StatesARLicensedStatesCd
Licensed StatesCALicensedStatesCd
Licensed StatesCOLicensedStatesCd
Licensed StatesCTLicensedStatesCd
Licensed StatesDELicensedStatesCd
Licensed StatesFLLicensedStatesCd
Licensed StatesGALicensedStatesCd
Licensed StatesHILicensedStatesCd
Licensed StatesIDLicensedStatesCd
Licensed StatesILLicensedStatesCd
Licensed StatesINLicensedStatesCd
Licensed StatesIALicensedStatesCd
Licensed StatesKSLicensedStatesCd
Licensed StatesKYLicensedStatesCd
Licensed StatesLALicensedStatesCd
Licensed StatesMELicensedStatesCd
Licensed StatesMDLicensedStatesCd
Licensed StatesMALicensedStatesCd
Licensed StatesMILicensedStatesCd
Licensed StatesMNLicensedStatesCd
Licensed StatesMSLicensedStatesCd
Licensed StatesMOLicensedStatesCd
Licensed StatesMTLicensedStatesCd
Licensed StatesNELicensedStatesCd
Licensed StatesNVLicensedStatesCd
Licensed StatesNHLicensedStatesCd
Licensed StatesNJLicensedStatesCd
Licensed StatesNMLicensedStatesCd
Licensed StatesNYLicensedStatesCd
Licensed StatesNCLicensedStatesCd
Licensed StatesNDLicensedStatesCd
Licensed StatesOHLicensedStatesCd
Licensed StatesOKLicensedStatesCd
Licensed StatesORLicensedStatesCd
Licensed StatesPALicensedStatesCd
Licensed StatesRILicensedStatesCd
Licensed StatesSCLicensedStatesCd
Licensed StatesSDLicensedStatesCd
Licensed StatesTNLicensedStatesCd
Licensed StatesTXLicensedStatesCd
Licensed StatesUTLicensedStatesCd
Licensed StatesVTLicensedStatesCd
Licensed StatesVALicensedStatesCd
Licensed StatesWALicensedStatesCd
Licensed StatesWVLicensedStatesCd
Licensed StatesWILicensedStatesCd
Licensed StatesWYLicensedStatesCd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE G, PART I, LINE 2B, COLUMN (IV):FormAndLineReferenceDesc
ExplanationNO AMOUNT HAS BEEN REPORTED IN COLUMN (IV) BECAUSE IT IS DIFFICULT TO DETERMINE WHAT PORTION OF CONTRIBUTION REVENUE RECEIVED DURING THE YEAR WAS ATTRIBUTABLE TO THIS FUNDRAISER'S EFFORTS.ExplanationTxt

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp

FieldValueIRS element (for citing)
Grant TypeMEDICATION CO-PAY ASSISTANCEGrantTypeTxt
Recipient86402RecipientCnt
Cash Grant$133,801,312CashGrantAmt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 2:FormAndLineReferenceDesc
ExplanationTHESE FUNDS REPRESENT THE GRANTS MADE FOR THE BENEFIT OF PATIENTS. THROUGH AN APPLICATION PROCESS WHICH INCLUDES INCOME VERIFICATION AND CONFIRMATION OF MEDICAL NEED AGAINST ELIGIBILITY CRITERIA SET BY THE BOARD, PAN ENSURES THAT ALL PATIENTS WHO REQUEST OUR SERVICES MEET THE CRITERIA FOR RECEIVING A GRANT BEFORE ANY FUNDS ARE DISBURSED. THE PATIENT'S GRANT WILL PROVIDE ASSISTANCE FOR THEIR RESPONSIBILITY (DEDUCTIBLE, CO-PAYMENT, OR COINSURANCE) FOR COVERED MEDICATION SERVICES AFTER PAYMENT FROM THE PRIMARY INSURANCE OR THE AMOUNT AVAILABLE TO EACH PATIENT IS LIMITED BY A CAP SET BY THE BOARD. FUNDS ARE DISBURSED TO THE PHARMACY OR PHYSICIAN'S OFFICE WHEN POSSIBLE, TO ENSURE THAT THE PATIENT DOES NOT NEED TO PROVIDE FUNDS OUT-OF-POCKET FOR THEIR MEDICATIONS.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Independent ConsultantYes (X)IndependentConsultantInd
Form990 Of Other OrganizationsYes (X)Form990OfOtherOrganizationsInd
Written Employment ContractYes (X)WrittenEmploymentContractInd
Compensation SurveyYes (X)CompensationSurveyInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance PaymentYes (1)SeverancePaymentInd
Supplemental Nonqual Rtr PlanYes (1)SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org0CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs0CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org0CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs0CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments0AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (8 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
KEVIN HAGAN
PRESIDENT & CEO$483,070$0$38,401$0$552$0$13,800$0$25,950$0$561,773$0$0$0
SCOTT SCHLENOFF
CFO & TREASURER$287,253$0$34,444$0$552$0$13,075$0$25,950$0$361,274$0$0$0
AMY NILES
CHIEF MISSION OFFICER$285,463$0$30,677$0$3,033$0$5,000$0$16,439$0$340,612$0$0$0
KIM BAICH
CHIEF IMPACT OFFICER$262,129$0$28,928$0$1,579$0$9,494$0$16,853$0$318,983$0$0$0
MIA HARMON
CHIEF COMPLIANCE & PRIVACY OFFICER$245,272$0$28,215$0$236$0$11,179$0$16,439$0$301,341$0$0$0
JEANINE JONES
CHIEF EXPERIENCE OFFICER$234,789$0$22,967$0$955$0$10,548$0$7,450$0$276,709$0$0$0
ALAN GORDON
CHIEF TECHNOLOGY OFFICER (BEG 4/24)$200,184$0$23,621$0$0$0$6,445$0$5,230$0$235,480$0$0$0
RICHARD CITRENBAUM
VP OF OPERATIONS (THRU 2/24)$29,663$0$24,830$0$163,775$0$1,182$0$3,745$0$223,195$0$0$0

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINES 4A-BFormAndLineReferenceDesc
ExplanationSEVERANCE: RICHARD CITRENBAUM RECEIVED SEVERANCE OF $72,764. NECHUMAH GETZ RECEIVED SEVERANCE OF $182,592. THE TERMS AND CONDITIONS WERE CONSISTENT WITH INDUSTRY STANDARDS. SUPPLEMENTAL NON-QUALIFIED RETIREMENT PLAN: RICHARD CITRENBAUM PARTICIPATED IN THE ORGANIZATION'S 457(F) PLAN EFFECTIVE JANUARY 1, 2022. THE BENEFIT PAYABLE TO THE PARTICIPANT UNDER THE PLAN IS AN AMOUNT EQUAL TO 75% OF HIS 2022 ANNUAL BASE SALARY. THE PRORATED AMOUNT PAID OUT WAS WAS $90,911.ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 1ATHE EXECUTIVE COMMITTEE MAKES DECISIONS ON BEHALF OF THE FULL BOARD BETWEEN BOARD MEETINGS IN URGENT CIRCUMSTANCES AND FULFILLS ANY OTHER SPECIFIC ACTIONS DELEGATED TO THE COMMITTEE BY THE FULL BOARD. URGENT CIRCUMSTANCES ARE DETERMINED BY THE BOARD CHAIR IN CONSULTATION WITH THE PRESIDENT AND CEO. ALL MEMBERS OF THE EXECUTIVE COMMITTEE ARE ALSO VOTING BOARD MEMBERS.
FORM 990, PART VI, SECTION B, LINE 11BTHE 990 IS REVIEWED BY THE FINANCE COMMITTEE. ALL BOARD MEMBERS RECEIVE A COPY OF THE FORM PRIOR TO FILING.
FORM 990, PART VI, SECTION B, LINE 12CAS POTENTIAL BOARD MEMBERS OR OFFICERS ARE RECRUITED THEY ARE ASKED ABOUT POSSIBLE CONFLICTS OF INTEREST. UPON JOINING PAN, AND AT LEAST ANNUALLY, MEMBERS READ AND SIGN THE CONFLICT OF INTEREST POLICY. IF ANY CONFLICTS ARE NOTED ON THE FORM, MORE INFORMATION WILL BE GATHERED AND IT WILL BE DETERMINED IF THE ISSUE IS MATERIAL. IN ADDITION, THAT MEMBER WILL ABSTAIN FROM ALL DISCUSSIONS AND VOTE ON THE MATTER. IF IT IS MATERIAL, WE INVOLVE LEGAL COUNSEL AND A DETAILED FOLLOW UP AND RESOLUTION WILL OCCUR.
FORM 990, PART VI, SECTION B, LINE 15THE INDEPENDENT BOARD DETERMINES THE COMPENSATION FOR THE PRESIDENT/CEO. THE CURRENT PRESIDENT/CEO STARTED IN SEPTEMBER 2021. HIS COMPENSATION WAS DETERMINED WITH THE HELP OF AN OUTSIDE CONSULTANT WHO USED DATA FROM OTHER ORGANIZATIONS' 990S. ALL OTHER EMPLOYEES SALARIES ARE DETERMINED BY THE PRESIDENT/CEO IN ACCORDANCE WITH THIRD PARTY COMPENSATION SURVEYS. THE MOST RECENT STAFF COMPENSATION STUDY WAS COMPLETED IN 2024. IN ADDITION, PERIODICALLY, THE STAFF REVIEWS FORMS 990 OF ORGANIZATIONS WITH SIMILAR MISSIONS TO HELP DETERMINE COMPENSATION.
FORM 990, PART VI, SECTION C, LINE 19THE ORGANIZATION'S FINANCIAL STATEMENTS ARE POSTED ON ITS WEBSITE. THE ORGANIZATION'S GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY MAY BE MADE AVAILABLE UPON REQUEST ON A CASE BY CASE BASIS.

Schedule R IRS990ScheduleR

Id Disregarded Entities IdDisregardedEntitiesGrp

Disregarded Entity Name DisregardedEntityName

FieldValueIRS element (for citing)
Business Name Line1PAN BRIGHTTRACK LLCBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line11032 15TH ST NW STE 413AddressLine1Txt
CityWASHINGTONCityNm
State AbbreviationDCStateAbbreviationCd
ZIP20005ZIPCd
FieldValueIRS element (for citing)
EIN934724067EIN
Primary ActivitiesPURSUE ACTIVITIES RELATED TO CLINICAL TRIALSPrimaryActivitiesTxt
Legal Domicile StateDELegalDomicileStateCd
Total Income$0TotalIncomeAmt
End Of Year Assets$0EndOfYearAssetsAmt

Direct Controlling Entity Name DirectControllingEntityName

FieldValueIRS element (for citing)
Business Name Line1PAN FOUNDATIONBusinessNameLine1Txt