2018-10-25T10:34:03-05:00 2017-12-31 BDO USA LLP 201 S Orange Ave Suite 800 Orlando FL 32801 990 2017-01-01 270270731 The Assistance Fund Inc % STEVE ALSENE ASSI 8772454412 4700 Millenia Blvd Suite 410 Orlando FL 32839 MARK MCGREEVY PRESIDENT 8772454412 2018-10-31 true Anne McHugh CPA P01066774 4078416930 2018-10-31 38.104.89.186 59150720182985000000 2018-10-25 P BCC7EE8D8EBF13A1A92BD161686CDC5514AAFCBD 3067821A027C0722027628DF2AD844B4E9081493 2017 2018-06-14 16:35:46Z MARK MCGREEVY 4700 Millenia Blvd Suite 410 Orlando FL 32839 180236580 false X WWW.TAFCARES.ORG X 2009 DE THE CREATION OF THE ASSISTANCE FUND IN 2009 WAS INSPIRED BY AN ALL-TOO-COMMON STORY OF A PATIENT AT RISK OF NOT BEING ABLE TO AFFORD THE MEDICINE SHE DESPERATELY NEEDED. OUR 8 8 36 36 0 40374852 163074220 0 0 345239 1980677 -55617 45658 40664474 165100555 38177765 118115882 0 0 1114688 2378359 0 0 1014016 1782281 5100725 41074734 125594966 -410260 39505589 82339093 123481487 4321716 4751205 78017377 118730282 To provide critically or chronically ill individuals with access to advanced therapies through a continuum of services and programs, including education and financial aid. false false 119801734 118115882 The Assistance Fund secured and disbursed funding for medical-related expenses for adults and children diagnosed with specific chronic diseases or life threatening illnesses. Resources were distributed from multiple disease-specific funds to support copays for their prescribed medications and life saving therapies. Through our in-house call center, with a leading technology platform and best-in-class patient advocates, we are able to quickly and efficiently respond to patient requests for assistance. 119801734 true true false false false false false false false false true false false false true true true false false false false false false false false false false false true true false false false false false false false true false false false false false false false false false true 15 0 true 36 true false false false false false false false false false false X 8 8 true false false false false false false true true false false true true true true true true true true false AL AR CA CT DC FL GA HI IL KS KY MD MA MI MN MS NH NJ NM NY NC OR PA RI SC TN UT VA WV WI X X STEVE ALSENE 8558453663 4700 MILLENIA BLVD SUITE 410 orlando FL 32839 JOHN GRAVITTE JR DIRECTOR OF QUALITY 0.0 0.0 X 0 0 0 JUSTIN ARONSON BOARD OF DIRECTORS MEMBER 0.0 0.0 X 0 0 0 JOHN FRALEY BOARD OF DIRECTORS MEMBER 0.0 0.0 X 0 0 0 JULIE JUDGE VP OF HUMAN RESOURCES 0.0 0.0 X 0 0 0 VINCENT SCHREIBER BOARD OF DIRECTORS MEMBER 0.0 0.0 X 0 0 0 LAWRENCE HATCH CHAIRMAN, BOARD OF DIRECTORS 0.0 0.0 X 0 0 0 JEFF MILFORD BOARD OF DIRECTORS MEMBER 0.0 0.0 X 0 0 0 JOHN HAWLEY BOARD OF DIRECTORS MEMBER 0.0 0.0 X 0 0 0 Mark P McGreevy PRESIDENT 40.0 0.0 X 278872 0 18000 STEVEN P ALSENE CFO 40.0 0.0 X 164247 0 24447 Gerald S Lauria VP OF BUSINESS DEVELOPMENT 40.0 0.0 X 360499 0 33673 DANIELLE VIZCAINO VP OF OPERATIONS 40.0 0.0 X 118241 0 1800 921859 0 77920 4 false true false Assist RX 4700 Millenia Blvd Suite 550 ORLANDO FL 32839 IT CONSULTING 4420035 Nixon Peabody LLP 1300 CLINTON SQUARE ROCHESTER NY 14604 Legal svcs 263403 ROPES GRAY LLP 800 BOYLSTON ST BOSTON MA 02199 LEGAL SVCS 260257 HINKLEY ALLEN SNYDER LLP 28 STATE ST BOSTON MA 02109 LEGAL SVCS 697416 4 163074220 163074220 0 1343969 1343969 0 0 0 0 0 15772733 15136025 636708 636708 636708 0 0 0 0 0 0 0 0 0 OTHER INCOME 900099 45658 45658 45658 165100555 45658 1980677 0 118115882 118115882 0 0 953645 220939 394519 338187 0 816717 599385 84787 132545 72909 22949 29994 19966 407898 178673 144286 84939 127190 55460 40404 31326 1587713 1587713 144676 142653 2023 86534 18160 68374 0 0 70813 70813 1821213 53531 1694382 73300 216876 69578 147298 288282 82918 184862 20502 0 0 148688 114102 24178 10408 249978 18590 136963 94425 0 0 0 0 429260 321945 77267 30048 18305 18305 LICENSING 19836 70 19766 OTHER EXPENSES 12533 -800 10068 3265 SPECIAL EVENTS EXPENSE 6018 6018 125594966 119801734 4779216 1014016 57478375 0 4400688 95536450 0 4650000 0 4727 0 0 0 0 0 0 0 0 171872 70741 2256746 677708 1546316 1579038 18741842 21640531 0 0 0 0 0 0 0 0 82339093 123481487 844713 964115 0 0 0 0 0 0 0 0 0 0 0 0 0 0 3477003 3787090 4321716 4751205 X 12390852 18835217 65626525 99895065 0 0 78017377 118730282 82339093 123481487 39505589 1207316 X false true X true false X 63651633 79339210 92048788 40374852 163074220 438488703 0 0 63651633 79339210 92048788 40374852 163074220 438488703 297524527 140964176 95048 171417 846651 394823 1343969 2851908 0 45658 45658 441386269 16136689 0.31937 0.41935 X SCHEDULE A, PART II: IN 2016, THE ORGANIZATION CHANGED ITS YEAR-END TO DECEMBER 31, 2016. THE 2016 NUMBERS ON SCHEDULE A REPRESENT THE SHORT PERIOD FROM JULY 1, 2016 TO DECEMBER 31, 2016. 315273 110568 204705 1941473 567140 1374333 1579038 0 CLAIMS PAYABLE 3607640 DEFERRED RENT LIABILITY 179450 3787090 X 166307871 1207316 1207316 165100555 165100555 125594966 125594966 125594966 PART X, LINE 2: The Organization 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. The Organization has not recognized a liability for uncertain tax positions. If there were an unrecognized tax benefit, the Organization would recognize interest accrued related to unrecognized tax benefits in interest expense and penalties in operating expenses. The Organization's remaining open tax years subject to examination by the Internal Revenue Service generally remain open for three years from the date of filing. true COPAY & PREMIUM INS PYMTS TO UNDERINSURED PATIENTS 31407 118115882 PART I, LINE 2: 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. X X false false false true false false false false false Mark P McGreevy PRESIDENT 224792 54080 18000 296872 Gerald S Lauria VP OF BUSINESS DEVELOPMENT 201995 158504 17981 15692 394172 STEVEN P ALSENE CFO 164247 8755 15692 188694 PART I, LINE 5: BONUSES FOR THE DIRECTOR OF BUSINESS DEVELOPMENT ARE CONTINGENT ON CERTAIN CRITERIA RELATING TO FUND AND DONOR RETENTION/GROWTH. ASSIST RX INC SEE PART V 4420035 IT SERVICES false SCH L, PART IV, LINE 1, COLUMN B: S-CORPORATION OWNED EQUALLY BY JEFFREY SPAFFORD AND EDWARD HENSLEY. MR SPAFFORD AND MR HENSLEY WERE THE ORIGINAL FOUNDERS OF THE ASSISTANCE FUND. THEY HAVE BEEN INDEPENDENT OF THE ORGANIZATION SINCE LEAVING THEIR MANAGEMENT POSITIONS IN 2013 AND RESIGNING FROM THEIR BOARD OF DIRECTOR POSITIONS IN 2014. FORM 990, PART I, LINE 1, DESCRIPTION OF ORGANIZATION MISSION: VISION IS TO SEE THE DAY WHEN NO PERSON GOES WITHOUT MEDICATION DUE TO AN INABILITY TO PAY. UNTIL THEN, WE EXIST SO THAT PATIENTS (LIKE YOU) DON'T HAVE TO MISS TAKING YOUR MEDICATION BECAUSE OF COSTS. FORM 990, PART VI, SECTION A, LINE 2: ADA DE LA OSA IS THE SISTER-IN-LAW OF VINCENT SCREIBER. FORM 990, PART VI, SECTION B, LINE 11: THE BOARD OF DIRECTORS IS PROVIDED WITH A COPY OF THE COMPLETED FORM 990 PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C: 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, SECTION B, LINE 15: It is the policy of the corporation to pay no more than reasonable compensation for personal services rendered to the corporation by officers and employees. The directors of the corporation shall not receive compensation for fulfilling their duties as directors, although directors may be reimbursed for actual out-of-pocket expenses which they incur in order to fulfill their duties as directors. Expenses of spouses will not be reimbursed by the corporation unless the expenses are necessary to achieve a corporation purpose.The board of directors must approve in advance the amount of all compensation for 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 other key employees, compensation is determined by the executive director 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, SECTION C, LINE 19: 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.