2021-10-26T14:57:46-05:00 2020-12-31 560574444 CHERRY BEKAERT LLP 1111 METROPOLITAN AVE STE 900 CHARLOTTE NC 28204 990 2020-01-01 201184743 PATIENT ACCESS NETWORK FOUNDATION PATI 2023479272 805 15TH STREET NW NO 500 WASHINGTON DC 20005 KEVIN HAGAN PRESIDENT & CEO 2023479272 2021-10-25 1 KEVIN HAGAN 999009999 AMANDA ADAMS P00748038 7043771678 3 AAL1 IAL1 2020 2022-09-23 18:48:47Z KEVIN HAGAN 805 15TH STREET NW NO 500 WASHINGTON DC 20005 466908530 0 X WWW.PANFOUNDATION.ORG X 2004 DC TO HELP UNDERINSURED PEOPLE WITH LIFE-THREATENING, CHRONIC AND RARE DISEASES GET THE MEDICATIONS AND TREATMENT THEY NEED BY PAYING FOR THEIR OUT-OF-POCKET COSTS AND ADVOCATING FOR IMPROVED ACCESS AND AFFORDABILITY. 13 13 31 0 0 0 434035433 439121644 0 0 16885109 11575867 0 0 450920542 450697511 393325435 454243207 0 0 4100843 4277002 338062 505013 1125006 15262138 18069237 413026478 477094459 37894064 -26396948 612088227 621060629 149414448 184400819 462673779 436659810 X TO HELP UNDERINSURED PEOPLE WITH LIFE-THREATENING, CHRONIC AND RARE DISEASES GET THE MEDICATIONS AND TREATMENT THEY NEED BY PAYING FOR THEIR OUT-OF-POCKET COSTS AND ADVOCATING FOR IMPROVED ACCESS AND AFFORDABILITY. 0 0 466305622 454243207 AT THE PAN FOUNDATION, WE ENVISION A NATION IN WHICH EVERYONE CAN GET ACCESS TO THE TREATMENT THEY NEED. WITH THE SUPPORT OF OUR GENEROUS DONORS AND IN COLLABORATION WITH HEALTHCARE PROVIDERS AND PHARMACIES THROUGHOUT THE U.S., PAN IS ABLE TO COVER PREMIUMS, DEDUCTIBLES, CO-PAYMENTS AND COINSURANCE FOR THOUSANDS OF UNDERINSURED PATIENTS. AS A RESULT, THESE PATIENTS ARE ABLE TO OBTAIN THE TREATMENTS THEY NEED TO BEST MANAGE THEIR CONDITIONS AND IMPROVE THEIR QUALITY OF LIFE. IN 2020, THE PAN FOUNDATION ASSISTED 170,814 PATIENTS, AND PAID OVER 1,011,000 CLAIMS FOR PATIENTS' OUT-OF-POCKET COSTS FOR THEIR CRITICAL MEDICATIONS. 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). ACCORDINGLY, PAN IS COMMITTED TO OPERATING IN A FULLY COMPLIANT AND TRANSPARENT MANNER THAT MEETS OR EXCEEDS ALL RELEVANT STATUTES AND GUIDANCE FOR CHARITABLE PATIENT ASSISTANCE FOUNDATIONS. 466305622 1 1 0 0 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 0 0 0 0 0 1 44 0 1 31 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 DC X X SCOTT SCHLENOFF 2026618080 805 15TH STREET NW NO 500 WASHINGTON DC 20005 MARTIN BIEBER CHAIR 3.00 X X 14000 0 0 SUSAN RUCKER VICE CHAIR 3.00 X X 10000 0 0 MIRIAM ATKINS DIRECTOR 3.00 X 10000 0 0 DEANNA BANKS DIRECTOR 3.00 X 10000 0 0 WENDY BULLINGTON DIRECTOR 3.00 X 10000 0 0 JONAS DE SOUZA DIRECTOR 3.00 X 10000 0 0 JAMES DUNLOP DIRECTOR 3.00 X 10000 0 0 MARY FINDLEY DIRECTOR 3.00 X 10000 0 0 CHRISTOPHER GRAHAM DIRECTOR 3.00 X 10000 0 0 JEFFREY KING DIRECTOR 3.00 X 10000 0 0 NANCY MCGEE SECRETARY 3.00 X X 10000 0 0 GARY THOMAS DIRECTOR 3.00 X 10000 0 0 KENNETH WELLS DIRECTOR 3.00 X 10000 0 0 DANIEL KLEIN PRESIDENT & CEO 40.00 X 417182 0 19117 AMY NILES EXECUTIVE VICE PRESIDENT 40.00 X 227989 0 34248 SCOTT SCHLENOFF CFO & TREASURER 40.00 X 224451 0 43475 NECHUMAH GETZ COO 40.00 X 227720 0 13147 LEENA PATEL VICE PRESIDENT OF DEVELOPMENT 40.00 X 192500 0 22270 AYESHA AZAM VICE PRESIDENT OF MEDICAL AFFAIRS 40.00 X 182950 0 13438 STUART CHERANDE FRIEDMAN SENIOR DIRECTOR OF SPECIAL PROJECTS 40.00 X 166230 0 7458 DEEPAK SHRESTHA DIRECTOR OF INFORMATION TECHNOLOGY 40.00 X 145121 0 15101 JOEL STRAUS CONTROLLER 40.00 X 146426 0 44212 2064569 0 212466 12 0 1 0 CAREMETX LLC 6931 ARLINGTON ROAD SUITE 308 BETHESDA MD 20814 PATIENT SERVICES 17463676 TRUSTMARK 62923 COLLECTION CENTER DRIVE CHICAGO IL 60693 CLAIM ADMINISTRATION 1500000 SS&C HEALTH 13804 COLLECTIONS DRIVE CHICAGO IL 60693 CLAIM ADMINISTRATION 1475825 THREESPOT MEDIA LLC 1325 G ST NW SUITE 500 WASHINGTON DC 20005 WEBSITE, BRANDING AND GRAPHIC DESIGN 855770 FAEGRE DRINKER BIDDLE & REATH LLP 1500 K STREET NW WASHINGTON DC 20005 LEGAL SERVICES 834961 28 439121644 439121644 9824200 9824200 17962686 16211019 1751667 1751667 1751667 450697511 0 0 11575867 454243207 454243207 1341331 414040 780971 146320 2334433 774242 1276400 283791 96304 53484 31709 11111 264554 107114 126086 31354 240380 79186 133460 27734 1158206 5250 1152956 507095 507095 505013 505013 711696 711696 12131071 8672307 3432887 25877 170472 8055 116196 46221 729073 124658 593456 10959 395835 359615 28459 7761 43308 6738 34695 1875 50775 3385 43941 3449 1200567 1090711 86315 23541 251299 251299 ALLIANCE EXPENSES 369840 363630 6210 350000 350000 477094459 466305622 9663831 1125006 252740835 141398137 32083000 51791285 2073840 239366 701822 6000812 4003238 3198141 1997574 321753045 425171811 612088227 621060629 12049978 15030637 137364470 169370182 149414448 184400819 X 33016047 41456591 429657732 395203219 462673779 436659810 612088227 621060629 -26396948 382979 0 X 0 1 X 1 0 X 582541219 525431993 530743654 434035433 439121644 2511873943 582541219 525431993 530743654 434035433 439121644 2511873943 1766925142 744948801 9527137 5779770 8605773 13565060 9824200 47301940 2559175883 0.29110 0.30020 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 29.11% THE FOUNDATION'S PUBLIC SUPPORT PERCENTAGE FOR 2020 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 2016-2020, THE FOUNDATION RECEIVED SUPPORT FROM 50+ 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 NEARLY 1 MILLION INDIVIDUALS.7. THE FOUNDATION PROVIDES OTHER BENEFITS DIRECTLY TO THE PUBLIC, INCLUDING: MAINTENANCE OF A FUNDFINDER ELECTRONIC TOOL, TO ALLOW PATIENTS AND CAREGIVERS TO RAPIDLY DETERMINE THE AVAILABILITY OF MEDICAL SUPPORT ASSISTANCE FROM ANY PATIENT ASSISTANCE FOUNDATION; PUBLIC EDUCATION RESOURCES; ADVOCACY RESOURCES, INCLUDING SPONSORSHIP OF ORIGINAL RESEARCH ON PATIENT ASSISTANCE RELATED TOPICS; AND ALLIANCES WITH DISEASE FOCUSED PUBLIC CHARITIES FOR THE PROVISION OF DISEASE RELATED EDUCATION AND COUNSELING TO PATIENTS AND CAREGIVERS. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 51663 25722 25941 5949149 3977516 1971633 1997574 CO-PAYMENT ASSISTANCE OBLIGATION 169370182 169370182 X 450368794 382979 382979 449985815 711696 711696 450697511 476382763 0 476382763 711696 711696 477094459 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 THAT 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 THE PURSUANT GROUP 15660 N DALLAS PKWY 1000 DALLAS TX 75248 INDIVIDUAL GIVING CAMPAIGN 0 0 505013 -505013 505013 -505013 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 170814 454243207 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, SINCE WE WANT TO ENSURE THAT THE PATIENT DOES NOT NEED TO PROVIDE FUNDS OUT-OF-POCKET FOR THEIR MEDICATIONS. X X X X X X 0 0 0 0 0 0 0 0 0 DANIEL KLEIN PRESIDENT & CEO 364608 0 48607 0 3967 0 15013 0 4104 0 436299 0 0 0 SCOTT SCHLENOFF CFO & TREASURER 201816 0 22412 0 223 0 8987 0 34488 0 267926 0 0 0 AMY NILES EXECUTIVE VICE PRESIDENT 202295 0 24714 0 980 0 3900 0 30348 0 262237 0 0 0 NECHUMAH GETZ COO 202283 0 25214 0 223 0 9055 0 4092 0 240867 0 0 0 LEENA PATEL VICE PRESIDENT OF DEVELOPMENT 174336 0 18054 0 110 0 6646 0 15624 0 214770 0 0 0 AYESHA AZAM VICE PRESIDENT OF MEDICAL AFFAIRS 164197 0 18647 0 106 0 4750 0 8688 0 196388 0 0 0 JOEL STRAUS CONTROLLER 130558 0 15656 0 212 0 5980 0 38232 0 190638 0 0 0 STUART CHERANDE FRIEDMAN SENIOR DIRECTOR OF SPECIAL PROJECTS 147171 0 18889 0 170 0 5214 0 2244 0 173688 0 0 0 DEEPAK SHRESTHA DIRECTOR OF INFORMATION TECHNOLOGY 129150 0 15900 0 71 0 5819 0 9282 0 160222 0 0 0 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 NEW PRESIDENT/CEO STARTED IN NOVEMBER 2014. 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. THE MOST RECENT STAFF COMPENSATION STUDY WAS COMPLETED IN 2018. THE BOARD REVIEWED FINDINGS AND TOOK THEM INTO CONSIDERATION WHEN DETERMINING COMPENSATION LEVELS. IN ADDITION, PERIODICALLY, THE STAFF REVIEWS FORMS 990 OF ORGANIZATIONS WITH SIMILAR MISSIONS TO HELP DETERMINE COMPENSATION. ALL DISCUSSIONS ARE DOCUMENTED IN THE MEETING MINUTES. 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.