ASSISTANCE FUND INC: Form 990, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- ASSISTANCE FUND INC (EIN 27-0270731)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-09-23
- IRS object ID
- 202512669349301586
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule G
- Schedule I
- Schedule J
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-09-23T17:37:17+00:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 135381590 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BDO USA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 450 S ORANGE AVE STE 550 | AddressLine1Txt |
| City | ORLANDO | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 328013308 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 270270731 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ASSISTANCE FUND INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ASSI | BusinessNameControlTxt |
| Phone | 8772454412 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8427 SOUTH PARK CIRCLE BLDG D 100 | AddressLine1Txt |
| City | ORLANDO | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32819 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | STEVE ALSENE | PersonNm |
| Person Title | CFO/TREASURER | PersonTitleTxt |
| Signature | 2025-09-23 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JAKE COOK | PreparerPersonNm |
| PTIN | P01240455 | PTIN |
| Phone | 4078416930 | PhoneNum |
| Preparation | 2025-09-23 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
Principal Ofcr Business Name PrincipalOfcrBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STEVE ALSENE | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8427 SOUTH PARK CIRCLE BLDG D 100 | AddressLine1Txt |
| City | ORLANDO | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32819 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $343,783,011 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.TAFCARES.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2009 | FormationYr |
| Legal Domicile State | DE | LegalDomicileStateCd |
| Activity Or Mission | TO HELP INSURED PEOPLE WITH LIFE-CHANGING DISEASES OVERCOME THE FINANCIAL BARRIERS PREVENTING THEM FROM ACCESSING TREATMENT. | ActivityOrMissionDesc |
| Voting Members Governing Body | 7 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 7 | VotingMembersIndependentCnt |
| Total Employee | 103 | TotalEmployeeCnt |
| Total Volunteers | 7 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $268,292,695 | PYContributionsGrantsAmt |
| CY Contributions Grants | $327,843,364 | CYContributionsGrantsAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $10,673,180 | PYInvestmentIncomeAmt |
| CY Investment Income | $13,795,665 | CYInvestmentIncomeAmt |
| CY Other Revenue | $82,065 | CYOtherRevenueAmt |
| PY Total Revenue | $278,965,875 | PYTotalRevenueAmt |
| CY Total Revenue | $341,721,094 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $298,583,310 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $176,944,596 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $10,271,260 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $10,844,560 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $61,012 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $115,044 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $2,222,708 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $5,548,275 | PYOtherExpensesAmt |
| CY Other Expenses | $5,478,854 | CYOtherExpensesAmt |
| PY Total Expenses | $314,463,857 | PYTotalExpensesAmt |
| CY Total Expenses | $193,383,054 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$35,497,982 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $148,338,040 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $363,685,624 | TotalAssetsBOYAmt |
| Total Assets EOY | $508,642,591 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $18,671,166 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $14,193,582 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $345,014,458 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $494,449,009 | NetAssetsOrFundBalancesEOYAmt |
| Mission | TO HELP INSURED PEOPLE WITH LIFE-CHANGING DISEASES OVERCOME THE FINANCIAL BARRIERS PREVENTING THEM FROM ACCESSING TREATMENT. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $182,668,380 | ExpenseAmt |
| Grant | $176,944,596 | GrantAmt |
| Desc | * THE ASSISTANCE FUND (TAF) IS AN INDEPENDENT CHARITABLE PATIENT ASSISTANCE ORGANIZATION THAT HELPS PATIENTS AND FAMILIES FACING HIGH MEDICAL OUT-OF-POCKET COSTS BY PROVIDING FINANCIAL ASSISTANCE FOR THEIR COPAYMENTS, COINSURANCE, DEDUCTIBLES, AND OTHER HEALTH-RELATED EXPENSES. * TAF ASSISTED 44,199 PATIENTS IN 2024 AND ADDED SEVEN NEW DISEASE PROGRAMS. * IN 2024, TAF HAD A GUIDESTAR PLATINUM SEAL OF TRANSPARENCY, A FIVE-STAR GREATNONPROFITS RATING, A PERFECT RATING FROM CHARITY NAVIGATOR, ACCREDITATION FROM THE BETTER BUSINESS BUREAU WISE GIVING ALLIANCE, WAS LISTED IN THE NONPROFIT TIMES' NPT 100 CHARITIES, AND WAS RANKED NUMBER 70 IN FORBES' TOP CHARITIES FOR 2024 LIST. * IN 2024, TAF'S VIRTUAL ASSISTANT, VIOLET, HANDLED NEARLY 30,000 ONLINE CHATS, WORKING 24 HOURS A DAY, 7 DAYS A WEEK TO ANSWER PATIENTS' FREQUENTLY ASKED QUESTIONS. TAF'S LIVE AGENT CONTACT CENTER NEARLY 100,000 CALLS IN 2024. * THE RESULTS OF THE 2024 AFTER-CALL SURVEY SHOW A NET PROMOTER SCORE OF 93.94%, WHERE CALLERS INDICATED THAT THEY WOULD RECOMMEND THE ASSISTANCE FUND TO A FRIEND OR FAMILY MEMBER IN NEED. * IN 2024, TAF'S PATIENT ADVOCACY TEAM EXHIBITED AT 10 IN-PERSON PATIENT ADVOCACY CONFERENCES, REACHING MORE THAN 5,000 PATIENTS, CAREGIVERS, PROVIDERS, AND ADVOCATES WITH INFORMATION ABOUT TAF AND THE ROLE OF INDEPENDENT CHARITABLE PATIENT ASSISTANCE. THE TEAM ALSO PARTICIPATED IN SEVERAL PATIENT EDUCATIONAL SESSIONS SPONSORED BY PATIENT ADVOCACY ORGANIZATIONS TO HELP PATIENTS AND CAREGIVERS ACCESS FINANCIAL ASSISTANCE TO SUPPORT THEIR CARE AND TREATMENT NEEDS. * THE PHILANTHROPY TEAM LED EFFORTS TO DIVERSIFY TAF'S REVENUE STREAMS TO INCREASE THE STABILITY OF OUR FUNDING FOR YEARS TO COME. IN 2024, THE PHILANTHROPY TEAM SAW AN INCREASE OF 16% IN REVENUE OVER 2023 AND ALSO REALIZED TWO PLANNED GIFTS FROM INDIVIDUAL CONTRIBUTORS TOTALING $65,000. * IN 2024, TAF APPROVED 95% OF THE REENROLLMENT APPLICATIONS WE RECEIVED FOR 2024 FINANCIAL ASSISTANCE. | Desc |
| Total Program Service Expenses | $182,668,380 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (true) | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | false | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | Yes (true) | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Escrow Account | false | EscrowAccountInd |
| On Behalf Of Issuer | false | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | false | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | false | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 31 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 103 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 7 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 7 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Policies Reference Chapters | false | PoliciesReferenceChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| Written Policy Or Procedure | false | WrittenPolicyOrProcedureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CO | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | DE | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | FL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | GA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ID | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | IL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | IN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | IA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | LA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ME | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MO | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NE | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NV | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NJ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NM | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ND | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AZ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | RI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | SC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | SD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | TN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | TX | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | UT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | VA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WV | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WY | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STEVE ALSENE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8558453663 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8427 S PARK CIR BLDG D STE 100 | AddressLine1Txt |
| City | ORLANDO | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32819 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (22 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|---|
| JEFF MILFORD | |||||||||
| CHAIRMAN, BOARD OF DIRECTORS | 2.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| JUSTIN ARONSON | |||||||||
| VICE CHAIR, BOARD OF DIRECTORS | 2.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| BRETT KOPELAN | |||||||||
| BOARD OF DIRECTORS MEMBER (THRU 06/2024) | 2.0 | Yes (X) | $0 | $0 | $0 | ||||
| DANIEL KLEIN | |||||||||
| BOARD OF DIRECTORS MEMBER (AS OF 07/2024) | 2.0 | Yes (X) | $0 | $0 | $0 | ||||
| ELLEN FEINSTEIN | |||||||||
| BOARD OF DIRECTORS MEMBER (THRU 06/2024) | 2.0 | Yes (X) | $0 | $0 | $0 | ||||
| JOHN RUSHING | |||||||||
| BOARD OF DIRECTORS MEMBER (AS OF 07/2024) | 2.0 | Yes (X) | $0 | $0 | $0 | ||||
| JULIE JUDGE | |||||||||
| BOARD OF DIRECTORS MEMBER | 2.0 | Yes (X) | $0 | $0 | $0 | ||||
| KRISTEN MORRIS | |||||||||
| BOARD OF DIRECTORS MEMBER (THRU 06/2024) | 2.0 | Yes (X) | $0 | $0 | $0 | ||||
| LAWRENCE HATCH | |||||||||
| BOARD OF DIRECTORS MEMBER | 2.0 | Yes (X) | $0 | $0 | $0 | ||||
| LINDA HOWARD | |||||||||
| BOARD OF DIRECTORS MEMBER (AS OF 02/2024) | 2.0 | Yes (X) | $0 | $0 | $0 | ||||
| DANIELLE VIZCAINO | |||||||||
| CHIEF EXECUTIVE OFFICER | 40.0 | Yes (X) | $439,898 | $0 | $56,643 | ||||
| STEVEN ALSENE | |||||||||
| CHIEF FINANCIAL OFFICER | 40.0 | Yes (X) | $348,349 | $0 | $54,325 | ||||
| ELLEN JENKINS | |||||||||
| VP, EXTERNAL AFFAIRS (THRU 08/2024) | 40.0 | $290,375 | $0 | $10,036 | Yes (X) | ||||
| GERALD LAURIA | |||||||||
| CHIEF DEVELOPMENT OFFICER | 40.0 | $392,874 | $0 | $56,416 | Yes (X) | ||||
| JACQUELINE PERNIER | |||||||||
| SENIOR DIRECTOR COMPLIANCE | 40.0 | $170,357 | $0 | $44,564 | Yes (X) | ||||
| JOHN D' ANGELO | |||||||||
| SR. VP, BUSINESS INTELLIGENCE | 40.0 | $249,166 | $0 | $22,541 | Yes (X) | ||||
| AKHILASH PENNAM | |||||||||
| DIRECTOR OF CRM DEVELOPMENT | 40.0 | $167,740 | $0 | $35,323 | Yes (X) | ||||
| ALYSSA O'DRISCOLL | |||||||||
| SR. DIR, PHILANTHROPY | 40.0 | $155,345 | $0 | $29,890 | Yes (X) | ||||
| DILIP PARIHAR | |||||||||
| SOLUTIONS ARCHITECT | 40.0 | $154,609 | $0 | $45,337 | Yes (X) | ||||
| JAN WIGINGTON | |||||||||
| SR. DIRECTOR OF OPERATIONS | 40.0 | $164,033 | $0 | $42,960 | Yes (X) | ||||
| MARGARET FIGLEY | |||||||||
| SR. DIRECTOR, COMMUNICATIONS | 40.0 | $216,789 | $0 | $50,146 | Yes (X) | ||||
| JUDITH FOX | |||||||||
| FORMER OFFICER | 0.0 | $111,538 | $0 | $0 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $2,861,073 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $448,181 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 20 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (true) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| SALESFORCE | |||||
| 50 FREMONT SUITE 300 | SAN FRANCISCO | CA | 94105 | SOFTWARE LICENSING | $829,218 |
| HINCKLEY ALLEN & SNYDER LLP | |||||
| 100 WEST MINSTER ST SUITE 1500 | PROVIDENCE | MA | 029032319 | LEGAL SERVICES | $826,272 |
| LIGHTHOUSE WORKS INC | |||||
| 2500 KUNZE AVENUE | ORLANDO | FL | 32806 | TEMPORARY STAFFING | $538,659 |
| FLORIDA HEALTH ADMINISTRATORS INC | |||||
| 6861 SW 196 AVE | FT LAUDERDALE | FL | 33332 | CLAIMS PROCESSING | $485,802 |
| AYODIA LLC | |||||
| 5 INDEPENDENCE WAY SUITE 402 | PRINCETON | NJ | 08554 | DEVELOPMENT SERVICES | $291,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 19 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $327,843,364 | AllOtherContributionsAmt |
| Total Contributions | $327,843,364 | TotalContributionsAmt |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $0 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $13,687,805 | TotalRevenueColumnAmt |
| Exclusion | $13,687,805 | ExclusionAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
| Personal | $0 | PersonalAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,169,777 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,061,917 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $107,860 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $107,860 | TotalRevenueColumnAmt |
| Exclusion | $107,860 | ExclusionAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $82,065 | TotalRevenueColumnAmt |
| Exclusion | $82,065 | ExclusionAmt |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $82,065 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $341,721,094 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $13,877,730 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $176,944,596 | TotalAmt |
| Program Services | $176,944,596 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,135,544 | TotalAmt |
| Program Services | $128,903 | ProgramServicesAmt |
| Management And General | $1,311,898 | ManagementAndGeneralAmt |
| Fundraising | $694,743 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,258,935 | TotalAmt |
| Program Services | $2,532,988 | ProgramServicesAmt |
| Management And General | $2,133,371 | ManagementAndGeneralAmt |
| Fundraising | $592,576 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $540,612 | TotalAmt |
| Program Services | $87,384 | ProgramServicesAmt |
| Management And General | $352,793 | ManagementAndGeneralAmt |
| Fundraising | $100,435 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,401,815 | TotalAmt |
| Program Services | $1,566,912 | ProgramServicesAmt |
| Management And General | $710,270 | ManagementAndGeneralAmt |
| Fundraising | $124,633 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $507,654 | TotalAmt |
| Program Services | $199,331 | ProgramServicesAmt |
| Management And General | $231,460 | ManagementAndGeneralAmt |
| Fundraising | $76,863 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,038,257 | TotalAmt |
| Management And General | $1,038,257 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $68,216 | TotalAmt |
| Management And General | $68,216 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $240,535 | TotalAmt |
| Fundraising | $240,535 | FundraisingAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $115,044 | TotalAmt |
| Fundraising | $115,044 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $102,896 | TotalAmt |
| Management And General | $102,896 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $136,389 | TotalAmt |
| Program Services | $23,770 | ProgramServicesAmt |
| Management And General | $112,384 | ManagementAndGeneralAmt |
| Fundraising | $235 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $43,011 | TotalAmt |
| Program Services | $158 | ProgramServicesAmt |
| Management And General | $41,488 | ManagementAndGeneralAmt |
| Fundraising | $1,365 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,146 | TotalAmt |
| Management And General | $10,918 | ManagementAndGeneralAmt |
| Fundraising | $4,228 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,555,860 | TotalAmt |
| Program Services | $732,661 | ProgramServicesAmt |
| Management And General | $1,803,147 | ManagementAndGeneralAmt |
| Fundraising | $20,052 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $399,079 | TotalAmt |
| Program Services | $159,949 | ProgramServicesAmt |
| Management And General | $197,838 | ManagementAndGeneralAmt |
| Fundraising | $41,292 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $173,120 | TotalAmt |
| Program Services | $3,658 | ProgramServicesAmt |
| Management And General | $108,327 | ManagementAndGeneralAmt |
| Fundraising | $61,135 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $60,120 | TotalAmt |
| Management And General | $7,783 | ManagementAndGeneralAmt |
| Fundraising | $52,337 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $174,330 | TotalAmt |
| Program Services | $77,974 | ProgramServicesAmt |
| Management And General | $76,226 | ManagementAndGeneralAmt |
| Fundraising | $20,130 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $34,279 | TotalAmt |
| Management And General | $34,279 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | FundraisingFundraisingAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|---|
| PATIENT COMMUNICATIONS | $147,336 | $147,133 | $203 | |
| POSTAGE AND SHIPPING | $96,023 | $62,774 | $11,812 | $21,437 |
| PAYROLL PROCESSING FEE | $76,136 | $76,136 | ||
| OTHER EXPENSE | $44,431 | $8 | $44,423 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $73,690 | TotalAmt |
| Program Services | $189 | ProgramServicesAmt |
| Management And General | $8,419 | ManagementAndGeneralAmt |
| Fundraising | $65,082 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $193,383,054 | TotalAmt |
| Program Services | $182,668,380 | ProgramServicesAmt |
| Management And General | $8,491,966 | ManagementAndGeneralAmt |
| Fundraising | $2,222,708 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $271,992,862 | BOYAmt |
| EOY | $363,858,443 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $46,744,673 | BOYAmt |
| EOY | $84,430,000 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,480,848 | BOYAmt |
| EOY | $1,364,317 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $4,703,345 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $2,584,143 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,907,020 | BOYAmt |
| EOY | $2,119,202 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $39,170,210 | BOYAmt |
| EOY | $55,763,664 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,390,011 | BOYAmt |
| EOY | $1,106,965 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $363,685,624 | BOYAmt |
| EOY | $508,642,591 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,541,261 | BOYAmt |
| EOY | $1,586,776 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,129,905 | BOYAmt |
| EOY | $12,606,806 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,671,166 | BOYAmt |
| EOY | $14,193,582 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $80,921,172 | BOYAmt |
| EOY | $94,220,610 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $264,093,286 | BOYAmt |
| EOY | $400,228,399 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $345,014,458 | BOYAmt |
| EOY | $494,449,009 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $363,685,624 | BOYAmt |
| EOY | $508,642,591 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $148,338,040 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $1,096,511 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $380,949,124 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $293,276,162 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $284,392,657 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $268,292,695 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $327,843,364 | CurrentTaxYearAmt |
| Total | $1,554,754,002 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $380,949,124 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $293,276,162 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $284,392,657 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $268,292,695 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $327,843,364 | CurrentTaxYearAmt |
| Total | $1,554,754,002 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $951,468,626 | SubstantialContributorsTotAmt |
| Public Support Total170 | $603,285,376 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,560,824 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,129,075 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,934,794 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $10,276,631 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $13,687,805 | CurrentTaxYearAmt |
| Total | $32,589,129 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $82,065 | CurrentTaxYearAmt |
| Total | $82,065 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $1,587,425,196 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $0 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.38004 | PublicSupportCY170Pct |
| Public Support PY170 | 0.35806 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule A, Part II, Line 10 Other Income | FormAndLineReferenceDesc |
| Explanation | DESCRIPTION - OTHER INCOME, COLUMN A - , COLUMN B - , COLUMN C - , COLUMN D - , COLUMN E - 82065.0, COLUMN F - 82065.0; | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
Total Grassroots Lobbying TotalGrassrootsLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
| Affiliated Group Total | $0 | AffiliatedGroupTotalAmt |
Total Direct Lobbying TotalDirectLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $240,535 | FilingOrganizationsTotalAmt |
| Affiliated Group Total | $0 | AffiliatedGroupTotalAmt |
Total Lobbying Expend TotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $240,535 | FilingOrganizationsTotalAmt |
| Affiliated Group Total | $0 | AffiliatedGroupTotalAmt |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $193,142,519 | FilingOrganizationsTotalAmt |
| Affiliated Group Total | $0 | AffiliatedGroupTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $193,383,054 | FilingOrganizationsTotalAmt |
| Affiliated Group Total | $0 | AffiliatedGroupTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $1,000,000 | FilingOrganizationsTotalAmt |
| Affiliated Group Total | $0 | AffiliatedGroupTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $250,000 | FilingOrganizationsTotalAmt |
| Affiliated Group Total | $0 | AffiliatedGroupTotalAmt |
Tot Lbbyng Grassroot Mns Non Tx TotLbbyngGrassrootMnsNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
| Affiliated Group Total | $0 | AffiliatedGroupTotalAmt |
Tot Lbby Expend Mns Lbbyng Non Tx TotLbbyExpendMnsLbbyngNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
| Affiliated Group Total | $0 | AffiliatedGroupTotalAmt |
Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $1,000,000 | CurrentYearMinus3Amt |
| Current Year Minus2 | $1,000,000 | CurrentYearMinus2Amt |
| Current Year Minus1 | $1,000,000 | CurrentYearMinus1Amt |
| Current Year | $1,000,000 | CurrentYearAmt |
| Total | $4,000,000 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $6,000,000 | LobbyingCeilingAmt |
Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus2 | $240,000 | CurrentYearMinus2Amt |
| Current Year Minus1 | $243,050 | CurrentYearMinus1Amt |
| Current Year | $240,535 | CurrentYearAmt |
| Total | $723,585 | TotalAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $250,000 | CurrentYearMinus3Amt |
| Current Year Minus2 | $250,000 | CurrentYearMinus2Amt |
| Current Year Minus1 | $250,000 | CurrentYearMinus1Amt |
| Current Year | $250,000 | CurrentYearAmt |
| Total | $1,000,000 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $1,500,000 | GrassrootsCeilingAmt |
Avg Grassroots Lobbying Expend AvgGrassrootsLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $0 | CurrentYearAmt |
| Total | $0 | TotalAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule C, Part II-A | FormAndLineReferenceDesc |
| Explanation | FEDERAL INSIGHT AND ADVOCACY. | ExplanationTxt |
Schedule D IRS990ScheduleD
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $960,264 | OtherCostOrOtherBasisAmt |
| Depreciation | $185,117 | DepreciationAmt |
| Book Value | $775,147 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $11,787 | OtherCostOrOtherBasisAmt |
| Depreciation | $9,626 | DepreciationAmt |
| Book Value | $2,161 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $3,731,294 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,389,400 | DepreciationAmt |
| Book Value | $1,341,894 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $2,119,202 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| Federal Income Taxes | |
| CLAIMS PAYABLE | $10,914,144 |
| OPERATING LEASE LIABILITIES | $1,692,662 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $12,606,806 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $342,714,709 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $1,096,511 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $0 | OtherRevenueAmt |
| Revenue Not Reported | $1,096,511 | RevenueNotReportedAmt |
| Revenue Subtotal | $341,618,198 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $102,896 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | $0 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $102,896 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $341,721,094 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $193,280,158 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $0 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $193,280,158 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $102,896 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $0 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $102,896 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $193,383,054 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote | FormAndLineReferenceDesc |
| Explanation | TAF IDENTIFIES AND EVALUATES UNCERTAIN TAX POSITIONS, IF ANY, AND RECOGNIZES THE IMPACT OF UNCERTAIN TAX POSITIONS FOR WHICH THERE IS A LESS THAN MORE-LIKELY-THAN-NOT PROBABILITY OF THE POSITION BEING UPHELD WHEN REVIEWED BY THE RELEVANT TAXING AUTHORITY. SUCH POSITIONS ARE DEEMED TO BE UNRECOGNIZED TAX BENEFITS AND A CORRESPONDING LIABILITY IS ESTABLISHED ON THE STATEMENT OF FINANCIAL POSITION. TAF HAS NOT RECOGNIZED A LIABILITY FOR UNCERTAIN TAX POSITIONS. IF THERE WERE AN UNRECOGNIZED TAX BENEFIT, TAF WOULD RECOGNIZE INTEREST ACCRUED RELATED TO UNRECOGNIZED TAX BENEFITS IN INTEREST EXPENSE AND PENALTIES IN OPERATING EXPENSES. TAF'S REMAINING OPEN TAX YEARS SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE (IRS) GENERALLY REMAIN OPEN FOR THREE YEARS FROM THE DATE OF FILING. | ExplanationTxt |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| Email Solicitations | Yes (X) | EmailSolicitationsInd |
| Agrmt Prof Fundraising Acty | Yes (true) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp
Organization Business Name OrganizationBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FAIRCOM NEW YORK INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12 WEST 27TH STREET 13TH FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10001 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | CONSULTING | ActivityTxt |
| Fundraiser Control Of Funds | false | FundraiserControlOfFundsInd |
| Gross Receipts | $148,000 | GrossReceiptsAmt |
| Retained By Contractor | $32,956 | RetainedByContractorAmt |
| Net To Organization | $115,044 | NetToOrganizationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | $148,000 | TotalGrossReceiptsAmt |
| Total Retained By Contractors | $32,956 | TotalRetainedByContractorsAmt |
| Total Net To Organization | $115,044 | TotalNetToOrganizationAmt |
| Licensed States | CA | LicensedStatesCd |
| Licensed States | CO | LicensedStatesCd |
| Licensed States | CT | LicensedStatesCd |
| Licensed States | DE | LicensedStatesCd |
| Licensed States | FL | LicensedStatesCd |
| Licensed States | GA | LicensedStatesCd |
| Licensed States | AL | LicensedStatesCd |
| Licensed States | ID | LicensedStatesCd |
| Licensed States | IL | LicensedStatesCd |
| Licensed States | IN | LicensedStatesCd |
| Licensed States | IA | LicensedStatesCd |
| Licensed States | KS | LicensedStatesCd |
| Licensed States | KY | LicensedStatesCd |
| Licensed States | LA | LicensedStatesCd |
| Licensed States | ME | LicensedStatesCd |
| Licensed States | AK | LicensedStatesCd |
| Licensed States | MD | LicensedStatesCd |
| Licensed States | MA | LicensedStatesCd |
| Licensed States | MI | LicensedStatesCd |
| Licensed States | MN | LicensedStatesCd |
| Licensed States | MS | LicensedStatesCd |
| Licensed States | MO | LicensedStatesCd |
| Licensed States | MT | LicensedStatesCd |
| Licensed States | NE | LicensedStatesCd |
| Licensed States | NV | LicensedStatesCd |
| Licensed States | NH | LicensedStatesCd |
| Licensed States | NJ | LicensedStatesCd |
| Licensed States | NM | LicensedStatesCd |
| Licensed States | NY | LicensedStatesCd |
| Licensed States | NC | LicensedStatesCd |
| Licensed States | ND | LicensedStatesCd |
| Licensed States | OH | LicensedStatesCd |
| Licensed States | OK | LicensedStatesCd |
| Licensed States | OR | LicensedStatesCd |
| Licensed States | PA | LicensedStatesCd |
| Licensed States | AZ | LicensedStatesCd |
| Licensed States | RI | LicensedStatesCd |
| Licensed States | SC | LicensedStatesCd |
| Licensed States | SD | LicensedStatesCd |
| Licensed States | TN | LicensedStatesCd |
| Licensed States | TX | LicensedStatesCd |
| Licensed States | UT | LicensedStatesCd |
| Licensed States | VT | LicensedStatesCd |
| Licensed States | VA | LicensedStatesCd |
| Licensed States | AR | LicensedStatesCd |
| Licensed States | WA | LicensedStatesCd |
| Licensed States | WV | LicensedStatesCd |
| Licensed States | WI | LicensedStatesCd |
| Licensed States | WY | LicensedStatesCd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule G, Part I, Line 2b(ii) Describe the custody or control arrangement. | FormAndLineReferenceDesc |
| Explanation | FAIRCOM NEW YORK, INC.-WRITING DATA MAILING POSTAGE SERVICES; | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | COPAY & PREMIUM INSURANCE PAYMENTS TO UNDERINSURED PATIENTS | GrantTypeTxt |
| Recipient | 46035 | RecipientCnt |
| Cash Grant | $176,944,596 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds | FormAndLineReferenceDesc |
| Explanation | ANNUALLY, INDIVIDUALS GO THROUGH THE APPLICATION AND APPROVAL PROCESS. UPON RECEIPT OF A COMPLETED APPLICATION, A FINAL DETERMINATION IS MADE AND FUNDS ARE MADE PAYABLE DIRECTLY TO THE PHARMACY, SITE OF CARE OR HEALTHCARE PROVIDER FOR THE DISPENSING OF THE APPROVED THERAPY. THE ASSISTANCE FUND ELECTRONICALLY MONITORS UTILIZATION OF SAID FUNDS DOWN TO THE PATIENT LEVEL ON A DAILY BASIS AND RECONCILES AND AUDITS PAYMENTS WEEKLY. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | Yes (true) | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (true) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (12 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| JUDITH FOX | ||||||||||||||
| FORMER OFFICER | $0 | $0 | $0 | $0 | $111,538 | $0 | $0 | $0 | $0 | $0 | $111,538 | $0 | $0 | $0 |
| DANIELLE VIZCAINO | ||||||||||||||
| CHIEF EXECUTIVE OFFICER | $348,554 | $0 | $89,544 | $0 | $1,800 | $0 | $20,700 | $0 | $35,943 | $0 | $496,541 | $0 | $0 | $0 |
| STEVEN ALSENE | ||||||||||||||
| CHIEF FINANCIAL OFFICER | $275,487 | $0 | $71,062 | $0 | $1,800 | $0 | $18,626 | $0 | $35,699 | $0 | $402,674 | $0 | $0 | $0 |
| GERALD LAURIA | ||||||||||||||
| CHIEF DEVELOPMENT OFFICER | $311,036 | $0 | $80,038 | $0 | $1,800 | $0 | $20,700 | $0 | $35,716 | $0 | $449,290 | $0 | $0 | $0 |
| ELLEN JENKINS | ||||||||||||||
| VP, EXTERNAL AFFAIRS (THRU 08/2024) | $132,392 | $0 | $33,668 | $0 | $124,315 | $0 | $8,246 | $0 | $1,790 | $0 | $300,411 | $0 | $0 | $0 |
| JOHN D' ANGELO | ||||||||||||||
| SR. VP, BUSINESS INTELLIGENCE | $205,546 | $0 | $41,820 | $0 | $1,800 | $0 | $10,735 | $0 | $11,806 | $0 | $271,707 | $0 | $0 | $0 |
| JACQUELINE PERNIER | ||||||||||||||
| SENIOR DIRECTOR COMPLIANCE | $156,057 | $0 | $12,500 | $0 | $1,800 | $0 | $8,848 | $0 | $35,716 | $0 | $214,921 | $0 | $0 | $0 |
| MARGARET FIGLEY | ||||||||||||||
| SR. DIRECTOR, COMMUNICATIONS | $202,489 | $0 | $12,500 | $0 | $1,800 | $0 | $13,395 | $0 | $36,751 | $0 | $266,935 | $0 | $0 | $0 |
| JAN WIGINGTON | ||||||||||||||
| SR. DIRECTOR OF OPERATIONS | $149,733 | $0 | $12,500 | $0 | $1,800 | $0 | $10,188 | $0 | $32,772 | $0 | $206,993 | $0 | $0 | $0 |
| AKHILASH PENNAM | ||||||||||||||
| DIRECTOR OF CRM DEVELOPMENT | $155,940 | $0 | $10,000 | $0 | $1,800 | $0 | $10,308 | $0 | $25,015 | $0 | $203,063 | $0 | $0 | $0 |
| DILIP PARIHAR | ||||||||||||||
| SOLUTIONS ARCHITECT | $140,309 | $0 | $12,500 | $0 | $1,800 | $0 | $9,638 | $0 | $35,699 | $0 | $199,946 | $0 | $0 | $0 |
| ALYSSA O'DRISCOLL | ||||||||||||||
| SR. DIR, PHILANTHROPY | $141,045 | $0 | $12,500 | $0 | $1,800 | $0 | $9,408 | $0 | $20,482 | $0 | $185,235 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule J, Part I, Line 4a Severance or change-of-control payment | THE FOLLOWING INDIVIDUAL(S) RECIEVED A SEVERANCE PAYMENT DURING THE YEAR: JUDITH FOX $111,538 ELLEN JENKINS $122,515 |
| Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan | TAF HAS A NON-QUALIFIED DEFERRED COMPENSTION PLAN UNDER IRC SECTION 457(F) FOR CERTAIN KEY EMPLOYEES. THERE ARE NO EMPLOYEE CONTRIBUTIONS ALLOWED UNDER THE 457(F) PLAN, WHICH IS FULLY FUNDED BY TAF. THIRTY PERCENT (30%) OF THESE AWARD AMOUNTS VEST AT THE END OF THREE YEARS FROM THE DATE OF ISSUANCE, WITH THE REMAINING SEVENTY PERCENT (70%) VESTING AT THE END OF FIVE YEARS FROM THE DATE OF ISSUANCE. INDIVIDUALS MUST BE CONTINUOUSLY EMPLOYED THROUGH THE VESTING DATE TO EARN THE RESPECTIVE AWARD AMOUNTS. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Line 11b Review of form 990 by governing body | THE BOARD OF DIRECTORS IS PROVIDED WITH A COPY OF THE COMPLETED FORM 990 PRIOR TO FILING. |
| Form 990, Part VI, Line 12c Conflict of interest policy | THE SECRETARY OF THE CORPORATION SHALL DISTRIBUTE ANNUALLY TO ALL DIRECTORS, OFFICERS AND KEY EMPLOYEES (AS IDENTIFIED BY THE CORPORATION), A FORM SOLICITING THE DISCLOSURE OF ALL CONFLICTS OF INTEREST, INCLUDING SPECIFIC INFORMATION CONCERNING THE TERMS OF ANY CONTRACT OR TRANSACTION WITH THE CORPORATION AND WHETHER THE PROCESS FOR APPROVAL SET FORTH IN THIS POLICY WAS USED. SUCH DISCLOSURE FORM MAY REQUIRE DISCLOSURE OF OTHER RELATIONSHIPS THAT MAY NOT CONSTITUTE AN ACTUAL CONFLICT OF INTEREST, BUT WHICH ARE REQUIRED TO BE DISCLOSED IN ORDER FOR THE CORPORATION TO COMPLY WITH ITS ANNUAL REPORTING REQUIREMENTS. AN EMPLOYEE OF THE CORPORATION WITH A POTENTIAL CONFLICT OF INTEREST IN A PARTICULAR MATTER SHALL PROMPTLY AND FULLY DISCLOSE THE POTENTIAL CONFLICT TO HIS SUPERVISOR. THE EMPLOYEE SHALL THEREAFTER REFRAIN FROM PARTICIPATING IN DELIBERATIONS AND DISCUSSION, AS WELL AS ANY DECISIONS, RELATING TO THE MATTER AND FOLLOW THE DIRECTION OF THE SUPERVISOR AS TO HOW THE CORPORATION DECISIONS WHICH ARE THE SUBJECT OF THE CONFLICT WILL BE DETERMINED. THE BOARD CHAIR SHALL BE RESPONSIBLE FOR DETERMINING THE PROPER WAY FOR THE CORPORATION TO HANDLE CORPORATION DECISIONS WHICH INVOLVE UNRESOLVED EMPLOYEE CONFLICTS OF INTEREST. IN MAKING SUCH DETERMINATIONS, THE BOARD CHAIR MAY CONSULT WITH LEGAL COUNSEL. THE BOARD CHAIR SHALL REPORT TO THE BOARD AT LEAST ANNUALLY CONCERNING EMPLOYEE CONFLICTS OF INTEREST WHICH HAVE BEEN DISCLOSED AND CONTRACTS AND TRANSACTIONS INVOLVING EMPLOYEE CONFLICTS WHICH THE BOARD CHAIR HAS APPROVED. |
| Form 990, Part VI, Line 15a Process to establish compensation of top management official | IT IS THE POLICY OF THE CORPORATION TO PAY NO MORE THAN REASONABLE COMPENSATION FOR PERSONAL SERVICES RENDERED TO THE CORPORATION BY THE CEO. THE BOARD OF DIRECTORS MUST APPROVE IN ADVANCE THE AMOUNT OF ALL COMPENSATION FOR THE CEO OF THE CORPORATION. BEFORE APPROVING THE COMPENSATION OF THE CEO, THE BOARD SHALL DETERMINE THAT THE TOTAL COMPENSATION TO BE PROVIDED BY THE CORPORATION TO THE CEO IS REASONABLE IN AMOUNT IN LIGHT OF THE POSITION, RESPONSIBILITY AND QUALIFICATION OF THE CEO FOR THE POSITION HELD, INCLUDING THE RESULT OF AN EVALUATION OF THE CEO'S PRIOR PERFORMANCE FOR THE CORPORATION, IF APPLICABLE. IN MAKING THE DETERMINATION, THE BOARD SHALL CONSIDER TOTAL COMPENSATION TO INCLUDE THE SALARY AND THE VALUE OF ALL BENEFITS PROVIDED BY THE CORPORATION TO THE INDIVIDUAL IN PAYMENT FOR SERVICES. AT THE TIME OF THE DISCUSSION AND DECISION CONCERNING THE CEO'S COMPENSATION, THE CEO SHOULD NOT BE PRESENT IN THE MEETING. THE BOARD SHALL OBTAIN AND CONSIDER APPROPRIATE DATA CONCERNING COMPARABLE COMPENSATION PAID TO SIMILAR CEO'S IN LIKE CIRCUMSTANCES. THE BOARD SHALL SET FORTH THE BASIS FOR ITS DECISIONS WITH RESPECT TO COMPENSATION IN THE MINUTES OF THE MEETING AT WHICH THE DECISIONS ARE MADE, INCLUDING THE CONCLUSIONS OF THE EVALUATION AND THE BASIS FOR DETERMINING THAT THE INDIVIDUAL'S COMPENSATION WAS REASONABLE IN LIGHT OF THE EVALUATION AND THE COMPARABILITY DATA. THIS PROCESS IS PERFORMED ON AN ANNUAL BASIS. |
| Form 990, Part VI, Line 15b Process to establish compensation of other employees | IT IS THE POLICY OF THE CORPORATION TO PAY NO MORE THAN REASONABLE COMPENSATION FOR PERSONAL SERVICES RENDERED TO THE CORPORATION BY OTHER OFFICERS AND KEY EMPLOYEES. THE BOARD OF DIRECTORS MUST APPROVE IN ADVANCE THE AMOUNT OF ALL COMPENSATION FOR OTHER OFFICERS OF THE CORPORATION. BEFORE APPROVING THE COMPENSATION OF AN OFFICER, THE BOARD SHALL DETERMINE THAT THE TOTAL COMPENSATION TO BE PROVIDED BY THE CORPORATION TO THE OFFICER IS REASONABLE IN AMOUNT IN LIGHT OF THE POSITION, RESPONSIBILITY AND QUALIFICATION OF THE OFFICER FOR THE POSITION HELD, INCLUDING THE RESULT OF AN EVALUATION OF THE OFFICER'S PRIOR PERFORMANCE FOR THE CORPORATION, IF APPLICABLE. IN MAKING THE DETERMINATION, THE BOARD SHALL CONSIDER TOTAL COMPENSATION TO INCLUDE THE SALARY AND THE VALUE OF ALL BENEFITS PROVIDED BY THE CORPORATION TO THE INDIVIDUAL IN PAYMENT FOR SERVICES. AT THE TIME OF THE DISCUSSION AND DECISION CONCERNING AN OFFICER'S COMPENSATION, THE OFFICER SHOULD NOT BE PRESENT IN THE MEETING. THE BOARD SHALL OBTAIN AND CONSIDER APPROPRIATE DATA CONCERNING COMPARABLE COMPENSATION PAID TO SIMILAR OFFICERS IN LIKE CIRCUMSTANCES. THE BOARD SHALL SET FORTH THE BASIS FOR ITS DECISIONS WITH RESPECT TO COMPENSATION IN THE MINUTES OF THE MEETING AT WHICH THE DECISIONS ARE MADE, INCLUDING THE CONCLUSIONS OF THE EVALUATION AND THE BASIS FOR DETERMINING THAT THE INDIVIDUAL'S COMPENSATION WAS REASONABLE IN LIGHT OF THE EVALUATION AND THE COMPARABILITY DATA. FOR KEY EMPLOYEES, COMPENSATION IS DETERMINED BY THE CEO AFTER REVIEW OF COMPARABILITY DATA, INCLUDING A SALARY SURVEY. THE INFORMATION GATHERED AND FACTORS CONSIDERED IN ARRIVING AT THE COMPENSATION IS DOCUMENTED IN THE EMPLOYEES' PERSONNEL FILE. THIS PROCESS IS PERFORMED ON AN ANNUAL BASIS. |
| Form 990, Part VI, Line 19 Required documents available to the public | THERE SHALL BE KEPT AT THE OFFICE OF THE CORPORATION: (1) CORRECT AND COMPLETE BOOKS AND RECORDS OF ACCOUNT; (2) MINUTES OF THE PROCEEDINGS OF THE BOARD OF DIRECTORS AND THE EXECUTIVE COMMITTEE; (3) A CURRENT LIST OF THE DIRECTORS AND OFFICERS OF THE CORPORATION AND THEIR RESIDENCE ADDRESSES; (4) A COPY OF THESE BY-LAWS; (5) A COPY OF THE CORPORATION'S APPLICATION FOR RECOGNITION OF EXEMPTION WITH THE INTERNAL REVENUE SERVICE; AND (6) COPIES OF THE PAST THREE (3) YEARS' INFORMATION RETURNS TO THE INTERNAL REVENUE SERVICE. ANY OF THE BOOKS, MINUTES AND RECORDS OF THE CORPORATION MAY BE IN WRITTEN FORM OR IN ANY OTHER FORM CAPABLE OF BEING CONVERTED INTO WRITTEN FORM WITHIN A REASONABLE TIME. THE ORGANIZATION'S GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. |