2026-05-07T14:32:33+00:00 2025-12-31 990 2025-01-01 270270731 THE ASSISTANCE FUND INC ASSI 8772454412 8427 SOUTHPARK CIRCLE BLDG D 100 ORLANDO FL 32819 STEVE ALSENE CFO/TREASURER 8558453663 2026-05-07 2025 2025-03-06 01:10:19Z STEVE ALSENE 8427 SOUTHPARK CIRCLE BLDG D 100 ORLANDO FL 32819 302821410 false X WWW.TAFCARES.ORG X 2009 DE TO HELP INSURED PEOPLE WITH LIFE-CHANGING DISEASES OVERCOME THE FINANCIAL BARRIERS PREVENTING THEM FROM ACCESSING TREATMENT 9 9 127 23 0 327843364 267874042 0 0 13795665 16835078 82065 0 341721094 284709120 176944596 213200863 0 0 10844560 11540165 115044 208545 1745231 5478854 5838700 193383054 230788273 148338040 53920847 508642591 565555605 14193582 17292138 494449009 548263467 TO HELP INSURED PEOPLE WITH LIFE-CHANGING DISEASES OVERCOME THE FINANCIAL BARRIERS PREVENTING THEM FROM ACCESSING TREATMENT. false false 219427594 213200863 IN 2025, THE ASSISTANCE FUND (TAF) PROVIDED OVER $213 MILLION IN FINANCIAL ASSISTANCE TO APPROXIMATELY 73,000 PATIENTS. TAF LAUNCHED NINE NEW DISEASE PROGRAMS IN 2025, BRINGING THE TOTAL NUMBER OF DISEASES COVERED TO OVER 100 (INCLUDING 65 RARE DISEASES). TAF ASSISTED NEARLY 5,000 PATIENTS WITH HEALTH INSURANCE PREMIUMS AND OTHER INCIDENTAL MEDICAL EXPENSES. TAF PROVIDES ASSISTANCE TO PATIENTS ON A CALENDAR-YEAR BASIS AND OFFERS ANNUAL REENROLLMENT FOR MOST DISEASE PROGRAMS, SUBJECT TO AVAILABILITY OF FUNDING. NINETY-FIVE PERCENT (95%) OF PATIENTS WHO APPLIED FOR REENROLLMENT FOR 2025 WERE APPROVED. NEARLY ONE-QUARTER OF TAF PATIENTS RECEIVE ASSISTANCE ACROSS MULTIPLE YEARS. 219427594 true true false true false false false false false false true false false false true true true false false false false false false true false false false false true true false false false false false false false false false false false false false false false false false false false false true 23 0 true 127 true false false false false false false false false false false false false X 9 9 false false false false false false false true true false false false true true true true true true true true false false CA CO CT FL GA AL IL KS KY ME AK MD MA MI MN MS NV NH NJ NM NY NC ND OH OK OR PA RI SC TN VA AR WA WV WI X X X STEVE ALSENE 8558453663 8427 SOUTHPARK CIR STE 100 ORLANDO FL 32819 LINDA HOWARD CHAIRMAN, BOARD OF DIRECTORS 2.0 X X 0 0 0 SHARON PATTERSON VICE CHAIR, BOARD OF DIRECTORS 2.0 X X 0 0 0 DANIEL KLEIN BOARD OF DIRECTORS MEMBER 2.0 X 0 0 0 FRANK D'ACOSTA BOARD OF DIRECTORS MEMBER 2.0 X 0 0 0 JEFF MILFORD BOARD OF DIRECTORS MEMBER 2.0 X 0 0 0 JOHN RUSHING BOARD OF DIRECTORS MEMBER 2.0 X 0 0 0 JOHN WAGNER BOARD OF DIRECTORS MEMBER 2.0 X 0 0 0 JULIE JUDGE BOARD OF DIRECTORS MEMBER 2.0 X 0 0 0 JUSTIN ARONSON BOARD OF DIRECTORS MEMBER 2.0 X 0 0 0 LAWRENCE HATCH BOARD OF DIRECTORS MEMBER 2.0 X 0 0 0 TOM BAILEY BOARD OF DIRECTORS MEMBER 2.0 X 0 0 0 DANIELLE VIZCAINO CHIEF EXECUTIVE OFFICER 40.0 X 524820 0 42886 STEVEN ALSENE CHIEF FINANCIAL OFFICER 40.0 X 404403 0 53018 DALIA KACENAUSKAITE VP, OPERATIONS 40.0 X 148913 0 13800 GERALD LAURIA CHIEF DEVELOPMENT OFFICER 40.0 X 459346 0 54722 JACQUELINE PERNIER SENIOR DIRECTOR COMPLIANCE 40.0 X 172235 0 44618 JOHN D'ANGELO SR. VP, BUSINESS INTELLIGENCE 40.0 X 290256 0 22851 AKHILASH PENNAM DIRECTOR OF CRM DEVELOPMENT 40.0 X 179862 0 34490 AMANDA KESSLER DIRECTOR, HUMAN RESOURCES 40.0 X 174507 0 38516 DILIP PARIHAR SOLUTIONS ARCHITECT 40.0 X 158661 0 43624 LEENA PATEL VP, BUSINESS DEVELOPMENT 40.0 X 229499 0 48251 MARGARET FIGLEY SR. DIRECTOR, COMMUNICATIONS 40.0 X 222721 0 47493 2965223 0 444269 22 true true false HINCKLEY ALLEN & SNYDER LLP 100 WEST MINSTER ST PROVIDENCE MA 029032319 LEGAL SERVICES 1315851 SALESFORCE 50 FREMONT SAN FRANCISCO CA 94105 SOFTWARE LICENSING 952798 FLORIDA HEALTH ADMINISTRATORS INC 6861 SW 196 AVE FT LAUDERDALE FL 33332 CLAIMS PROCESSING 636570 LIGHTHOUSE WORKS INC 2500 KUNZE AVENUE ORLANDO FL 32806 TEMPORARY STAFFING 536614 ALPHASCRIP INC 4647 N 32ND ST PHOENIX AZ 85018 CLAIMS PROCESSING 307561 13 267874042 267874042 0 0 0 0 0 14682814 14682814 0 0 20264554 18112290 2152264 0 2152264 2152264 0 0 0 0 0 0 284709120 0 0 16835078 0 0 213200863 213200863 0 0 0 0 3409481 214646 2351094 843741 0 0 0 0 4524532 3028738 1289451 206343 550485 89892 352554 108039 2509487 1579197 793693 136597 546180 237664 246919 61597 0 0 0 0 1684752 0 1684752 0 66350 0 66350 0 0 0 0 0 208545 208545 111616 0 111616 0 302485 11823 275662 15000 44188 726 41662 1800 17962 0 17244 718 2516793 606383 1890228 20182 0 0 0 0 264383 135572 125025 3786 149552 886 85254 63412 0 0 0 0 38923 0 1156 37767 0 0 0 0 0 0 0 0 179800 96909 80009 2882 38351 0 38351 0 PATIENT COMMUNICATIONS 119126 81730 37396 0 POSTAGE AND SHIPPING 185400 142723 21249 21428 PAYROLL PROCESSING FEE 83388 0 83388 0 OTHER EXPENSE 17419 0 6032 11387 18212 -158 16363 2007 230788273 219427594 9615448 1745231 363858443 428930328 84430000 66075000 0 0 0 0 1364317 757173 3209669 1856649 2119202 1353020 55763664 67489565 0 0 1106965 950519 508642591 565555605 1586776 1654847 0 0 12606806 15637291 14193582 17292138 X 94220610 113927913 400228399 434335554 494449009 548263467 508642591 565555605 53920847 -106389 0 X false true true false X 293276162 284392657 268292695 327843364 267198447 1441003325 0 0 0 0 293276162 284392657 268292695 327843364 267198447 1441003325 864769399 576233926 2129075 3934794 10276631 13687805 14673289 44701594 0 0 0 0 0 0 0 0 0 82065 9526 91591 1485796510 0 0.38783 0.38004 X Schedule A, Part II, Line 10 Other Income DESCRIPTION - OTHER INCOME, COLUMN A - , COLUMN B - , COLUMN C - , COLUMN D - 82065.0, COLUMN E - 9526.0, COLUMN F - 91591.0; RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1000000 1000000 1000000 0 3000000 4500000 240000 243050 240535 0 723585 250000 250000 250000 0 750000 1125000 0 0 0 0 0 Schedule C, Part II-A FEDERAL INSIGHT AND ADVOCACY. 960264 312004 648260 69114 17988 51126 2180291 1526657 653634 1353020 Federal Income Taxes CLAIMS PAYABLE 14174297 OPERATING LEASE LIABILITIES 1462994 15637291 X 284491115 -106389 0 -106389 284597504 111616 0 111616 284709120 230676657 0 0 230676657 111616 0 111616 230788273 Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote TAF IDENTIFIES AND EVALUATES UNCERTAIN TAX POSITIONS AND RECOGNIZES THE IMPACT OF ANY POSITION THAT IS LESS THAN MORE-LIKELY-THAN-NOT TO BE UPHELD UPON EXAMINATION BY THE RELEVANT TAXING AUTHORITY. SUCH POSITIONS ARE TREATED AS UNRECOGNIZED TAX BENEFITS, WITH A CORRESPONDING LIABILITY RECORDED IN THE STATEMENT OF FINANCIAL POSITION. TAF HAS NOT RECORDED ANY LIABILITIES FOR UNCERTAIN TAX POSITIONS. IF UNRECOGNIZED TAX BENEFITS WERE TO ARISE, TAF WOULD RECORD RELATED INTEREST IN INTEREST EXPENSE AND PENALTIES IN OPERATING EXPENSES. TAF'S FEDERAL TAX FILINGS GENERALLY REMAIN SUBJECT TO IRS EXAMINATION FOR THREE YEARS FROM THE DATE OF FILING. X X true FAIRCOM NEW YORK INC 12 WEST 27TH STREET 13TH FLOOR NEW YORK NY 10001 CONSULTING false 140651 78093 62558 140651 78093 62558 CA CO CT DE DC FL GA GU AL ID IL IN IA KS KY LA ME AK MD MA MI MN MS MO MT NE NV NH NJ NM NY NC ND OH OK OR PA AZ PR RI SC SD TN TX UT VT VA AR WA WV WI WY true FINANCIAL ASSISTANCE WITH PATIENT MEDICAL EXPENSES 72629 211688193 Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds THE ASSISTANCE FUND FOLLOWS A CLEARLY DEFINED PROCESS TO APPROVE AND PROVIDE FINANCIAL ASSISTANCE TO INDIVIDUALS, ENSURING THAT ALL FUNDS ARE USED EXCLUSIVELY FOR PAYMENT OF QUALIFIED EXPENDITURES AS OUTLINED UNDER EACH OF ITS RESPECTIVE DISEASE STATE PROGRAMS. FINANCIAL ASSISTANCE PROVIDED FOR COPAYMENTS, COINSURANCE AND DEDUCTIBLES ON FDA-APPROVED THERAPIES ARE PAID DIRECTLY TO THE PHARMACY OR HEALTHCARE PROVIDER RESPONSIBLE FOR DISPENSING OR ADMINISTERING TREATMENT OR SERVICE. IF DIRECT PAYMENT IS NOT FEASIBLE, THE ASSISTANCE FUND REIMBURSES THE QUALIFYING INDIVIDUAL. THE ASSISTANCE FUND ALSO PROVIDES REIMBURSEMENT DIRECTLY TO THE INDIVIDUAL FOR QUALIFIED MEDICAL INCIDENTALS. REIMBURSEMENT REQUESTS ARE SUBMITTED TO THE ASSISTANCE FUND AND REVIEWED TO ENSURE ELIGIBILITY AND COVERAGE PRIOR TO PAYMENT. X X X X false true false false false false false false false DANIELLE VIZCAINO CHIEF EXECUTIVE OFFICER 365995 0 157025 0 1800 0 21000 0 21886 0 567706 0 0 0 STEVEN ALSENE CHIEF FINANCIAL OFFICER 287836 0 114767 0 1800 0 19296 0 33722 0 457421 0 0 0 GERALD LAURIA CHIEF DEVELOPMENT OFFICER 325036 0 132510 0 1800 0 21000 0 33722 0 514068 0 0 0 JOHN D'ANGELO SR. VP, BUSINESS INTELLIGENCE 212329 0 76127 0 1800 0 11084 0 11767 0 313107 0 0 0 JACQUELINE PERNIER SENIOR DIRECTOR COMPLIANCE 157935 0 12500 0 1800 0 10896 0 33722 0 216853 0 0 0 DALIA KACENAUSKAITE VP, OPERATIONS 147113 0 0 0 1800 0 6467 0 7333 0 162713 0 0 0 LEENA PATEL VP, BUSINESS DEVELOPMENT 193199 0 34500 0 1800 0 14529 0 33722 0 277750 0 0 0 MARGARET FIGLEY SR. DIRECTOR, COMMUNICATIONS 208421 0 12500 0 1800 0 13771 0 33722 0 270214 0 0 0 AKHILASH PENNAM DIRECTOR OF CRM DEVELOPMENT 165562 0 12500 0 1800 0 11058 0 23432 0 214352 0 0 0 AMANDA KESSLER DIRECTOR, HUMAN RESOURCES 162707 0 10000 0 1800 0 7035 0 31481 0 213023 0 0 0 DILIP PARIHAR SOLUTIONS ARCHITECT 144361 0 12500 0 1800 0 9902 0 33722 0 202285 0 0 0 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 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 ASSISTANCE FUND ANNUALLY DISTRIBUTES TO ALL DIRECTORS, OFFICERS, AND KEY EMPLOYEES A DISCLOSURE FORM SOLICITING IDENTIFICATION OF ALL CONFLICTS OF INTEREST, INCLUDING THE TERMS OF ANY CONTRACT OR TRANSACTION WITH THE CORPORATION AND WHETHER THE APPROVAL PROCESS REQUIRED BY THIS POLICY WAS FOLLOWED; THE FORM MAY ALSO REQUEST DISCLOSURE OF OTHER RELATIONSHIPS THAT, WHILE NOT CONSTITUTING AN ACTUAL CONFLICT, MUST BE REPORTED TO COMPLY WITH THE CORPORATION'S ANNUAL REPORTING OBLIGATIONS. ANY EMPLOYEE WITH A POTENTIAL CONFLICT OF INTEREST IN A PARTICULAR MATTER SHALL PROMPTLY AND FULLY DISCLOSE IT TO HIS SUPERVISOR AND THEREAFTER REFRAIN FROM PARTICIPATING IN DISCUSSIONS, DELIBERATIONS, OR DECISIONS RELATED TO THE MATTER, FOLLOWING THE SUPERVISOR'S DIRECTION ON HOW DECISIONS INVOLVING THE CONFLICT WILL BE MADE. 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 TO THE CEO, AND THE BOARD OF DIRECTORS MUST APPROVE ALL SUCH COMPENSATION IN ADVANCE. BEFORE APPROVAL, THE BOARD SHALL DETERMINE THAT THE CEO'S TOTAL COMPENSATION IS REASONABLE IN LIGHT OF THE POSITION, RESPONSIBILITIES, QUALIFICATIONS, AND, WHEN APPLICABLE, THE CEO'S PRIOR PERFORMANCE. TOTAL COMPENSATION INCLUDES SALARY AND THE VALUE OF ALL BENEFITS PROVIDED FOR SERVICES. THE CEO SHALL NOT BE PRESENT DURING THE BOARD'S DISCUSSION OR DECISION REGARDING HIS COMPENSATION. IN MAKING ITS DETERMINATION, THE BOARD SHALL OBTAIN AND CONSIDER APPROPRIATE COMPARABILITY DATA FOR SIMILARLY SITUATED CEOS. THE BOARD SHALL DOCUMENT IN THE MEETING MINUTES THE BASIS FOR ITS DECISION, INCLUDING THE CONCLUSIONS OF ITS EVALUATION AND THE DATA SUPPORTING THE REASONABLENESS OF COMPENSATION. THIS PROCESS SHALL BE CONDUCTED ANNUALLY. 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 TO ITS OFFICERS AND KEY EMPLOYEES. THE BOARD OF DIRECTORS MUST APPROVE IN ADVANCE ALL COMPENSATION FOR OFFICERS, DETERMINING THAT TOTAL COMPENSATION IS REASONABLE IN LIGHT OF THE INDIVIDUAL'S POSITION, RESPONSIBILITIES, QUALIFICATIONS, AND, WHEN APPLICABLE, PRIOR PERFORMANCE. TOTAL COMPENSATION INCLUDES SALARY AND THE VALUE OF ALL BENEFITS PROVIDED FOR SERVICES. OFFICERS SHALL NOT BE PRESENT DURING THE BOARD'S DISCUSSION OR DECISION REGARDING THEIR COMPENSATION. IN MAKING ITS DETERMINATION, THE BOARD SHALL OBTAIN AND CONSIDER APPROPRIATE COMPARABILITY DATA FOR SIMILARLY SITUATED OFFICERS AND SHALL DOCUMENT IN THE MEETING MINUTES THE BASIS FOR ITS DECISION, INCLUDING EVALUATION CONCLUSIONS AND SUPPORTING DATA. COMPENSATION FOR KEY EMPLOYEES IS DETERMINED BY THE CEO AFTER REVIEW OF COMPARABILITY DATA, INCLUDING SALARY SURVEY INFORMATION, AND THE BASIS FOR THE DECISION IS DOCUMENTED IN THE EMPLOYEE'S PERSONNEL FILE. THIS PROCESS IS CONDUCTED ANNUALLY. Form 990, Part VI, Line 19 Required documents available to the public THE CORPORATION SHALL KEEP AT ITS OFFICE CORRECT AND COMPLETE BOOKS AND ACCOUNTS, MINUTES OF THE BOARD OF DIRECTORS AND EXECUTIVE COMMITTEE, A CURRENT LIST OF DIRECTORS AND OFFICERS WITH THEIR RESIDENCE ADDRESSES, A COPY OF THESE BYLAWS, A COPY OF ITS APPLICATION FOR IRS RECOGNITION OF EXEMPTION, AND THE PAST THREE YEARS OF IRS INFORMATION RETURNS. ALL BOOKS, MINUTES, AND RECORDS MAY BE MAINTAINED IN WRITTEN FORM OR IN ANY FORMAT CAPABLE OF BEING CONVERTED INTO WRITTEN FORM WITHIN A REASONABLE TIME. THE CORPORATION'S GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART VII INDEPENDENT DIRECTORS JUSTIN ARONSON SERVED AS AN INDEPENDENT DIRECTOR THROUGH JUNE 2025. JULIE JUDGE SERVED AS AN INDEPENDENT DIRECTOR THROUGH JUNE 2025.