2025-06-03T09:08:14-05:00 2024-12-31 882730877 CHERRY BEKAERT ADVISORY LLC 1111 METROPOLITAN AVE STE 900 CHARLOTTE NC 28204 990 2024-01-01 201184743 PATIENT ACCESS NETWORK FOUNDATION PATI 2023479272 1032 15TH ST NW 413 WASHINGTON DC 20005 KEVIN HAGAN PRESIDENT & CEO 2023479272 2025-05-22 1 1 BREE-ANN WEIDNER P01319397 7043771678 2024 2025-03-06 01:10:19Z KEVIN HAGAN 1032 15TH ST NW 413 WASHINGTON DC 20005 225939611 0 X WWW.PANFOUNDATION.ORG X 2004 DC AS 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. 15 15 184 1 0 0 364186196 191793542 0 0 10175747 10929238 62428 295493 374424371 203018273 255391522 133801312 0 0 12917672 11835386 577705 237635 1421934 19246239 18378314 288133138 164252647 86291233 38765626 468568076 471257493 107379690 62244479 361188386 409013014 X AS 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. 0 0 145731787 133801312 SINCE 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) 145731787 1 1 0 1 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 86 0 1 184 1 0 0 0 0 0 0 0 0 0 0 0 0 X 15 15 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 AL AR CA DC FL GA HI IL KS KY MD MA MS MI MN NH NM NJ NY OR PA RI SC TN UT VA WV WI X X SCOTT SCHLENOFF 2026618080 1032 15TH ST NW 413 WASHINGTON DC 20005 JAMES DUNLOP CHAIR 3.00 0.00 X X 16000 0 0 NANCY MCGEE VICE CHAIR 3.00 0.00 X X 12000 0 0 MARY FINDLEY SECRETARY 3.00 0.00 X X 12000 0 0 MARY BLUNT DIRECTOR 3.00 0.00 X 12000 0 0 JENNIFER BROWN DIRECTOR 3.00 0.00 X 4000 0 0 WENDY BULLINGTON DIRECTOR 3.00 0.00 X 12000 0 0 JOSEPH D'AVELLA DIRECTOR 3.00 0.00 X 12000 0 0 NICHOLAS LAROCHELLE DIRECTOR 3.00 0.00 X 12000 0 0 ANNA MCKEAN DIRECTOR 3.00 0.00 X 12000 0 0 WINFRED PARNELL DIRECTOR 3.00 0.00 X 12000 0 0 JON SELLMAN DIRECTOR 3.00 0.00 X 12000 0 0 SARAH THOMASON DIRECTOR 3.00 0.00 X 12000 0 0 ELIZABETH WADE DIRECTOR 3.00 0.00 X 12000 0 0 HOWARD WEINBERG DIRECTOR 3.00 0.00 X 12000 0 0 CHASE BICE DIRECTOR 3.00 0.00 X 0 0 0 SCOTT SCHLENOFF CFO & TREASURER 40.00 0.00 X 322249 0 39025 KEVIN HAGAN PRESIDENT & CEO 40.00 0.00 X 522023 0 39750 AMY NILES CHIEF MISSION OFFICER 40.00 0.00 X 319173 0 21439 KIM BAICH CHIEF IMPACT OFFICER 40.00 0.00 X 292636 0 26347 MIA HARMON CHIEF COMPLIANCE & PRIVACY OFFICER 40.00 0.00 X 273723 0 27618 JEANINE JONES CHIEF EXPERIENCE OFFICER 40.00 0.00 X 258711 0 17998 RICHARD CITRENBAUM VP OF OPERATIONS (THRU 2/24) 40.00 0.00 X 218268 0 4927 ALAN GORDON CHIEF TECHNOLOGY OFFICER (BEG 4/24) 40.00 0.00 X 223805 0 11675 2594588 0 188779 40 0 1 0 SALESFORCE INC 415 MISSION ST 3RD FLOOR SAN FRANCISCO CA 94105 SOFTWARE DEVELOPMENT AND IT SUPPORT 2087414 FAEGRE DRINKER BIDDLE & REATH LLP 1500 K ST NW SUITE 1100 WASHINGTON DC 20005 LEGAL SERVICES 1780248 LUMINAIRE HEALTH 62923 COLLECTION CENTER DRIVE CHICAGO IL 60693 CLAIM ADMINISTRATION 873970 ERNST & YOUNG LLP 200 PLAZA DRIVE SECAUCUS NJ 07094 STRATEGIC CONSULTANT 800000 HURON CONSULTING GROUP INC PO BOX 71223 CHICAGO IL 60694 SOFTWARE DEVELOPMENT AND IT SUPPORT 727350 35 1461431 190332111 191793542 11499419 11499419 295493 0 295493 295493 295493 22351157 22921338 -570181 -570181 -570181 203018273 0 0 11224731 133801312 133801312 1427659 340612 1087047 8554010 3354485 4417985 781540 407247 161009 210921 35317 737408 288172 384433 64803 709062 268059 383976 57027 2528880 2528880 495649 495649 599932 599932 237635 237635 319775 319775 6593435 4109750 2376775 106910 688481 67382 608109 12990 2127685 1584928 538409 4348 411326 308495 82265 20566 487808 85246 386450 16112 123861 16873 103905 3083 1632062 1224047 326412 81603 248003 248003 SETTLEMENT 2000000 2000000 ALLIANCE EXPENSES 121417 121417 164252647 145731787 17098926 1421934 208642205 168146070 58339999 43057670 0 1461431 1011968 587004 10422639 1838447 9114545 8584192 189307506 247613643 2151853 1807483 468568076 471257493 9898236 3472165 97481454 58772314 107379690 62244479 X 32903735 41655416 328284651 367357598 361188386 409013014 468568076 471257493 38765626 9059002 0 X 0 1 X 1 0 X 439121644 297101560 277827701 364186196 191793542 1570030643 439121644 297101560 277827701 364186196 191793542 1570030643 1099845280 470185363 9824200 9266883 7890347 14575480 11794912 53351822 1623382465 0.28960 0.27540 X 1. 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. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 15600 584332 599932 163095305 163695237 1000000 250000 0 0 1000000 1000000 1500000 599932 599932 250000 250000 375000 15600 15600 10422639 1838447 8584192 8584192 CO-PAYMENT ASSISTANCE OBLIGATION 56976884 OPERATING LEASE LIABILITY 1795430 58772314 X 211952500 9059002 195000 9254002 202698498 319775 319775 203018273 164127872 195000 195000 163932872 319775 319775 164252647 PART X, LINE 2: THE 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. X X X X X 1 ALLEGIANCE GROUP 15660 N DALLAS PKWY 1000 DALLAS TX 75248 INDIVIDUAL GIVING CAMPAIGN 0 0 237635 -237635 237635 -237635 AL AK AZ AR CA CO CT DE FL GA HI ID IL IN IA KS KY LA ME MD MA MI MN MS MO MT NE NV NH NJ NM NY NC ND OH OK OR PA RI SC SD TN TX UT VT VA WA WV WI WY SCHEDULE G, PART I, LINE 2B, COLUMN (IV): NO 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. 1 MEDICATION CO-PAY ASSISTANCE 86402 133801312 PART I, LINE 2: THESE 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. X X X X X 1 1 0 0 0 0 0 0 0 KEVIN HAGAN PRESIDENT & CEO 483070 0 38401 0 552 0 13800 0 25950 0 561773 0 0 0 SCOTT SCHLENOFF CFO & TREASURER 287253 0 34444 0 552 0 13075 0 25950 0 361274 0 0 0 AMY NILES CHIEF MISSION OFFICER 285463 0 30677 0 3033 0 5000 0 16439 0 340612 0 0 0 KIM BAICH CHIEF IMPACT OFFICER 262129 0 28928 0 1579 0 9494 0 16853 0 318983 0 0 0 MIA HARMON CHIEF COMPLIANCE & PRIVACY OFFICER 245272 0 28215 0 236 0 11179 0 16439 0 301341 0 0 0 JEANINE JONES CHIEF EXPERIENCE OFFICER 234789 0 22967 0 955 0 10548 0 7450 0 276709 0 0 0 ALAN GORDON CHIEF TECHNOLOGY OFFICER (BEG 4/24) 200184 0 23621 0 0 0 6445 0 5230 0 235480 0 0 0 RICHARD CITRENBAUM VP OF OPERATIONS (THRU 2/24) 29663 0 24830 0 163775 0 1182 0 3745 0 223195 0 0 0 PART I, LINES 4A-B SEVERANCE: 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. FORM 990, PART VI, SECTION A, LINE 1A THE 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 11B THE 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 12C AS 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 15 THE 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 19 THE 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. PAN BRIGHTTRACK LLC 1032 15TH ST NW STE 413 WASHINGTON DC 20005 934724067 PURSUE ACTIVITIES RELATED TO CLINICAL TRIALS DE 0 0 PAN FOUNDATION