Patient Advocate Foundation Inc is a 501(c)(3) organization based in Hampton, Virginia, registered in 1996, with $133,773,940 in FY2024 revenue. CharityIndex grades it C, and it directs about 98% of spending to programs.
Revenue (FY2024)
$133.8M
▼ 45.1% vs prior year
Education median: $200K
Expenses (FY2024)
$205.8M
Net assets
$209.0M
Employees
280
Rated on 4 of 4 criteria.
Held down by its weakest criterion — a strong score on one criterion can't hide a weak one.
How the rating works →Measures how much of every dollar spent actually reaches programs, plus what it costs to raise $100 of donations. The worse of the two measures sets the letter (85%+ to programs is an A; under $15 to raise $100 is an A), averaged over the three most recent filings. For Patient Advocate Foundation Inc: 98% to programs · $1 to raise $100 earns a A+ on this criterion. See the exact thresholds →
Measures whether the organization is built to last: how many months its reserves would cover expenses (3+ months earns an A-range score, but hoarding 5+ years of budget is capped) and whether it runs a surplus or a deficit. For Patient Advocate Foundation Inc: 12 mo reserves · -54% margin earns a F on this criterion. See the exact thresholds →
Checks how the organization is run, from its own Form 990: an independent board majority, a board of five or more, conflict-of-interest, whistleblower and document-retention policies, and independently audited financials. The share of disclosed checks that pass sets the letter. For Patient Advocate Foundation Inc: 6 of 6 checks met earns a A+ on this criterion. See the exact thresholds →
Counts five disclosure signals: a recent filing, a mission statement, program descriptions, a listed website, and the full expense breakdown. More disclosure, better letter. For Patient Advocate Foundation Inc: 5 of 5 disclosure signals earns a A+ on this criterion. See the exact thresholds →
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Patient advocate foundation (paf) is a national 501 (c)(3) non-profit organization that provides professional case management and financial aid assistance to americans with chronic, life threatening and debilitating illnesses. paf case managers serve as active liaisons between the patient and their insurer, employer and/or creditors to resolve insurance, job retention and/or debt crisis matters as they relate to their diagnosis. patient advocate foundation seeks to safeguard patients through effective mediation assuring access to care, maintenance of employment and preservation of their financial stability.
Non-profit service agreementspaf currently operates transparent service administration agreements with three nonprofit organizations, one national and two regional charitable organizations. the first nppa program began operations in 2009, and two new partnership programs launched in 2024. paf has been engaged to provide full service, transparent administration services to qualified patients that enter their co-pay assistance and/or patient financial aid programs. paf provided this contractual service during 2025 and 2024. the foundation administered services to 67,891 and 70,982 patients in 2025 and 2024, respectively, through this service agreement.
Case management servicesfor 29 years, the foundation has provided case management interventions for critically or chronically ill patients across the nation. paf's mission is to help patients connect with and maintain access to prescribed healthcare services and medications, navigate insurance barriers, find resources to support cost-of-living expenses during treatment, evaluate, and sustain health insurance coverage, and manage or reduce out-of-pocket medical and living expenses.paf's professional case management services are offered at no cost to patients and their families. we collaborate closely with patients, their loved ones, and their care teams, often taking the lead in resolving complex healthcare access and affordability challenges. in fy24/25, the foundation's case management staff directly assisted or advocated for 13,551 individuals, collectively living with 773 unique diseases. on average, each case involved 30 contacts with relevant stakeholders to achieve resolution, totaling 411,721 unique interactions. this effort resulted in an average debt relief or patient savings of $1,220 per case.in addition to direct case management, paf provided 15,196 educations publications in both print and digital formats to patients and those seeking guidance. the foundation operates a diverse portfolio of 26 unique case management programs, each designed to support patients in their healthcare journeys, working to resolve access and affordability issues that, if not addressed, impact care and health outcomes.
Revenue grew from $60.0M (FY2013) to $133.8M (FY2024) across 12 reported years.
Financial snapshot
Operating margin
-53.9%
Spent more than it raised in the latest fiscal year.
Total assets
$234.5M
Total liabilities
$25.4M
Net assets
$209.0M
Salaries & benefits
$20.5M
10% of expenses
Board members
14
14 independent
| Fiscal year | Revenue | Expenses | Net assets | Total assets | Form |
|---|---|---|---|---|---|
| 2024 | $133,773,940▼45.1% | $205,845,065▼24.9% | $209,024,616▼25.7% | $234,459,658▼25.1% | 990 |
| 2023 | $243,478,172▼11.9% | $274,207,632▼17.7% | $281,173,923▼9.8% | $313,168,594▼9.3% | 990 |
| 2022 | $276,274,188▼5.2% | $333,201,298▲14.8% | $311,792,961▼15.5% | $345,144,684▼14.5% | 990 |
| 2021 | $291,381,792▼8.5% | $290,124,836▲7.5% | $368,774,020▲0.3% | $403,543,559▲0.4% | 990 |
| 2020 | $318,538,074▲5.8% | $269,959,506▲3.2% | $367,693,382▲15.6% | $401,924,747▲13.1% | 990 |
| 2019 | $301,065,153▲23.2% | $261,527,015▲1.5% | $318,050,823▲13.8% | $355,262,870▲17.0% | 990 |
| 2018 | $244,427,016▼35.4% | $257,659,315▼11.9% | $279,389,724▼4.7% | $303,594,671▼6.0% | 990 |
| 2017 | $378,626,073▲68.2% | $292,409,890▲57.1% | $293,264,894▲41.4% | $322,982,588▲40.2% | 990 |
| 2016 | $225,099,389▲39.8% | $186,165,629▲169% | $207,331,879▲21.8% | $230,411,429▲26.3% | 990 |
| 2015 | $160,974,067▲112% | $69,227,791▲58.4% | $170,193,997▲117% | $182,470,919▲116% | 990 |
| 2014 | $76,020,912▲26.7% | $43,711,519▼9.1% | $78,438,740▲70.0% | $84,425,651▲64.4% | 990 |
| 2013 | $60,018,696 | $48,065,772▲10.7% | $46,134,679▲34.9% | $51,356,753▲34.0% | 990 |
| 2012 | — | $43,412,007▼23.0% | $34,193,176▲15.3% | $38,319,179▲20.6% | 990 |
| 2011 | — | $56,357,536▲57.2% | $29,660,042▼30.4% | $31,786,946▼31.1% | 990 |
| 2010 | — | $35,842,439 | $42,635,352 | $46,120,293 | 990 |
Original Form 990 PDFs (the Form column) are served by ProPublica Nonprofit Explorer, as filed with the IRS. Create a free account to download the CSV report.
Highest-paid: Dr Alan J Balch Phd — $349,031 (0.17% of total expenses)
| Name | Title | Hours/week | Compensation |
|---|---|---|---|
| Dr Alan J Balch Phd | Chief Executive Officer | 20 | $349,031 |
| Frances Castellow | President of Operations | 40 | $289,084 |
| William J Nason | Chief Financial Officer | 40 | $272,303 |
| Angela M Walker | Chief of Talent Management | 40 | $242,183 |
| Sharon Hollenbeck | Chief Information Officer | 40 | $207,955 |
| Christine Wilson | Vp Advocacy Communications | 40 | $195,296 |
| Alan Wood | Evp Business Development | 40 | $193,283 |
| Shonta Chambers | Evp of Health Equity Initi | 40 | $193,226 |
| Aaron Lyss Mba | Board Member | 1 | — |
| Al Benson III Md Facp | Board Member | 1 | — |
| Daniel Press Phd | Board Member | 1 | — |
| David M Jackman Md | Board Member | 1 | — |
| David White | Board Member | 1 | — |
| John L Murphy | Finance Committee Chair | 1 | — |
| Larri Short Jd | Board Member | 1 | — |
| Loretta A Williams Phdaprnmsnbsn | Board Member | 1 | — |
| Maureen Culbertson | Board Secretary | 1 | — |
| Norman Hubbard Mba | Board Member | 1 | — |
| Otis Maynard Esq | Board President | 1 | — |
| Reginald Tucker-seeley Ma Scm Scd | Board Vice President | 1 | — |
| Contractor | Services | Paid |
|---|---|---|
| Tekclan Software Solutions Pvt Ltd | It Support | $1,557,443 |
| Crossconnect Engineering | It Support | $581,050 |
| Talkdesk Inc | Software Support | $428,349 |
| Pharmacy Data Management Group | Process Pharmacy Claims | $391,490 |
| Experian Health | Income Verification | $220,893 |
35 grants to Patient Advocate Foundation Inc totaling $8.5M, reported by foundations on their Schedule I filings — showing the 15 most recent.
| Grantmaker | Purpose | Year | Amount |
|---|---|---|---|
| American Cancer Society Inc | Patient support | 2024 | $1,470,000 |
| American Cancer Society Inc | Patient support | 2024 | $351,250 |
| Morgan Stanley Global Impact Funding Trust Inc | Unrestricted general support | 2024 | $35,000 |
| Paypal Charitable Giving Fund | General support | 2024 | $10,982 |
| American Cancer Society Inc | Patient support | 2023 | $531,250 |
| Sentara Health | Ignite: an allied approach to improve access to healthcare for black women with breast cancer and triple negative breast cancer in hampton roads | 2023 | $50,000 |
| Morgan Stanley Global Impact Funding Trust Inc | Unrestricted general support | 2023 | $30,000 |
| Donor Advised Charitable Giving | Education | 2023 | $7,550 |
| Fidelity Investments Charitable Gift Fund | For grant recipient's exempt purposes | 2023 | $6,100 |
| American Cancer Society Inc | Patient support | 2022 | $425,000 |
| Morgan Stanley Global Impact Funding Trust Inc | Unrestricted general support | 2022 | $20,000 |
| Sentara Health | Employee survey year end gift | 2022 | $10,000 |
| Fidelity Investments Charitable Gift Fund | For grant recipient's exempt purposes | 2022 | $8,238 |
| American Diabetes Association Inc | Education and development | 2021 | $1,025,000 |
| American Cancer Society Inc | Patient support | 2021 | $425,000 |
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Data for Patient Advocate Foundation Inc (EIN 54-1806317) comes from the IRS Business Master File and e-filed Form 990 returns, via CharityIndex. Figures reflect what the organization reported to the IRS for each fiscal year.