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Virginia · Nonprofit

PATIENT ADVOCATE FOUNDATION

PATIENT ADVOCATE FOUNDATION (Virginia) receives grants from 45 organizations whose IRS filings report $15,210,590 to it, the largest being AMERICAN CANCER SOCIETY INC ($5,077,500). 23 of them have funded it in more than one year.

Revenue FY2025
$134M
Funders on record
45
Grants received
$15M
Net assets
$209M
23/45 repeat funderspeak grant-dependency 1%
01What it does

What Patient Advocate Foundation does

Mission

Patient Advocate Foundation (paf) is a national 501 (c)(3) non-profit organization that provides professional case management and financial aid services 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.

As stated on its FY2025 Form 990.

Programs

  1. Financial support programssince 2004, paf's co-pay relief program (cpr) has provided financial assistance for co-payments, co-insurance and deductibles required by a patient's insurer for medications prescribed to treat and/or manage the patient's disease.in fy 2024/2025 paf's co-pay relief program expanded its impact through the addition of nine (9) new general funds, assisting patients in two (2) new health equity (he) funds and sixty (60) existing funds including:acromegaly, acute myeloid leukemia, alzheimer's disease he, amyloidosis, asthma, bile duct cancer, bladder cancer, breast cancer, breast cancer he, cancer genetic & genomic testing, cervical cancer, chronic obstructive pulmonary disease, coronary artery disease he, covid-19 & post covid conditions, cystic fibrosis, diabetes, diabetes he, diabetes type 2 he, eosinophilic esophagitis, gaucher disease, gaucher disease he, heart failure he, hemophilia, hemophilia he, hepatitis b, hepatitis c, hepatitis c he, hepatocellular carcinoma, hiv, aids & prevention, hiv, aids & prevention he, homozygous familial hypercholesterolemia, lupus, lupus he, melanoma, metastatic breast cancer, metastatic colorectal cancer, metastatic…

    $184,979,625 spentof which $176,139,541 as grants
    92% of program spending
  2. 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.

    $8,683,714 spent$7,282,459 earned by the program
    4% of program spending
  3. 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…

    $8,207,919 spentof which $107,311 as grants$144,041 earned by the program
    4% of program spending

The 3 programs described on its FY2024 Form 990, listed largest first by expense. Program spending in total: $201,871,258.

02The organization over time

The organization over time

Each line starts at 100 in 2017, so what you read is the shape rather than the size: 150 means half as much again as 2017, 50 means half. The number beside each label in the key is where it ended. The shaded band is where the middle 50% of its peers' revenue would sit, given their growth.

100 = 20172017 Revenue 100 ($225M) Expenses 100 ($186M) Net assets 100 ($207M)2018 Revenue 168 ($379M) Expenses 157 ($292M) Net assets 141 ($293M)2019 Revenue 109 ($244M) Expenses 138 ($258M) Net assets 135 ($279M)2020 Revenue 134 ($301M) Expenses 140 ($262M) Net assets 153 ($318M)2021 Revenue 142 ($319M) Expenses 145 ($270M) Net assets 177 ($368M)2022 Revenue 129 ($291M) Expenses 156 ($290M) Net assets 178 ($369M)2023 Revenue 123 ($276M) Expenses 179 ($333M) Net assets 150 ($312M)2024 Revenue 108 ($243M) Expenses 147 ($274M) Net assets 136 ($281M)2025 Revenue 59 ($134M) Expenses 111 ($206M) Net assets 101 ($209M)
'17'18'19'20'21'22'23'24'25
Revenue (59)Expenses (111)Net assets (101)Peer revenue range

Balance sheet

Total assets and total liabilities at each year end, in dollars. The largest one-year move in total assets was 2017 to 2018, from $230M to $323M (+40%).

$230M
$323M
$304M
$355M
$402M
$404M
$345M
$313M
$234M
'17'18'19'20'21'22'23'24'25
Total assetsTotal liabilities

How it's funded, over time

Each bar is one year's revenue split into where it came from, and every bar is the same height — these are shares, not amounts, so a year that raised twice as much looks the same size. Hover a bar for the split.

2017
2018
2019
2020
2021
2022
2023
2024
2025
ContributionsProgram revenueInvestmentOther

Government-grant reliance: 2017 0% · 2018 0% · 2019 0% · 2020 0% · 2021 0% · 2022 0% · 2023 0% · 2024 0% · 2025 1%. Grants only. Government contracts and fees sit inside program revenue.

88% of PATIENT ADVOCATE FOUNDATION’s revenue is contributions — more reliant on donations than three-quarters of its peers (14% for the typical peer).

This organization
Typical peer · 732 orgs

Surplus & reserves

Operating surplus or deficit each year, and months of liquidity in hand. 4 of the last 9 reported years ran a deficit.

$39M
’17
$86M
’18
−$13M
’19
$40M
’20
$49M
’21
$1.3M
’22
−$57M
’23
−$31M
’24
−$72M
’25
12
months of
reserve

Leadership and staff

The officers, directors, trustees and key employees listed on each return. Joined and no longer listed compare each filing with the year before, matching people by surname and first initial; a year after a gap, or a roster under three people, has no comparison.

Chief executive

Dr Alan J Balch Phd

Chief executive officer

Board chair

Otis Maynard Esq

Board president

As listed on its FY2025 Form 990.

The chief executive listed changed between the FY2023 and FY2024 filings.

'17'18'19'20'21'22'23'24'25
Listed262424312625252322
Joined·+1+3+18+4+1+2+4+2
No longer listed·331192263
03Who funds it

Who funds it, year by year

2017 → 2023: the base broadened from 4 funders to 22 funders, grant income rose $567k → $2.6M.

9 of 45 of your funders are donor-advised or pass-through sponsors (tagged DAF) — 3% of grant dollars received. That money is really individual donors directing a sponsor; the institutions to cultivate are the non-DAF funders.

From the IRS filings of PATIENT ADVOCATE FOUNDATION’s funders (the co-funder graph). Top 30 of 45 funders by total. Association, not causation. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.

How concentrated its funding is

PATIENT ADVOCATE FOUNDATION leans on a few funders — its largest provides 33% of grant income and the top three 60%; half comes from just 2 funders.

the vertical line marks half of all grant income — 2 funders to its left

81% of the income these shares are computed over arrives through pass-through sponsors or from payers whose filings do not say what kind of payment it is. Concentration is still measured over all of it, because the money is real; what it does not support is a claim about how many institutions have chosen to fund PATIENT ADVOCATE FOUNDATION.

33%
largest funder
60%
top three
~6
effective funders

Largest funder’s share by year: 2017 88% · 2018 67% · 2019 56% · 2020 30% · 2021 39% · 2022 34% · 2023 34% — diversifying over time.

“Effective funders” = inverse Herfindahl index (1 / Σ shareᵢ²) — the number of equal-sized funders that would give the same concentration. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.

How long its funders stay

53% of PATIENT ADVOCATE FOUNDATION's funders are still giving 3 years after their first grant; 51% give in more than one year at all.

first grant+1y+2y+3y+4y+5y+6y

Share of funders still giving k years after their first recorded grant, pooled across every acquisition cohort. A funder counts as retained in a year only if it made a grant that year. Measured to FY2023, the last fiscal year that has finished arriving — a funder cannot be counted as lapsed in a year most filers have not reached.

Where its funders are

PATIENT ADVOCATE FOUNDATION draws 85% of its grant income from funders outside Virginia, across 16 states in all.

WI
NY
IA
OH
PA
NJ
CT
CA
WV
VA
DE
NC
DC
GA
TX
FL

In-state vs out-of-state, by year

’17
’18
’19
’20
’21
’22
’23
Virginia out of state home

Funder states come from each funder’s own filing. $522k arriving through sponsors registered in 8 states is excluded from the map and the split above: a sponsor holds money on a donor’s behalf, so its registered address would place those dollars somewhere no donor need ever have been. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.

04Its place in the field

Against its field

PATIENT ADVOCATE FOUNDATION holds deeper cash reserves than three-quarters of the 684 education nonprofits its size.

Operating margin−54% · bottom quartile
Months of reserve12.3mo · top quartile
Revenue growth (annualized)−6% · bottom quartile

this organization peer median middle 50% of peers· 684 education nonprofits over $100M, FY2025

Government funding PATIENT ADVOCATE FOUNDATION receives

Grants and contracts to this organization from federal (USASpending) and state checkbooks, reconciled to its EIN. $6.1M on record.

Federal$6.1M
grants $6.1Mcontracts $0
17
18
19
20
21
22
23
24
25
Top agencies
  • Department of Health and Human Services$6.1M

Federal grants vs contracts are distinguished; state line items keep their reported category. Matched by name + geography (the BMF), so coverage is partial and precision-first.

Organizations like PATIENT ADVOCATE FOUNDATION

Organizations whose mission and program text most resemble this one, by semantic similarity over every organization in the US filings — the closest peers, and often the clearest route to shared or prospective funders.

In Virginia

Nationally

05Profile & governance

Read directly from this organization’s own Form 990, as neutral context.

Where the money goes

98% of spending goes to programs.

Program 98%Management 1%Fundraising 1%

Governance

14
board members
100%
independent
✓Conflict-of-interest policy✓Whistleblower policy✓Document retention✓Board reviewed the 990✓Audited financials

Public support

20%

Share of support from the public (Schedule A) — the basis for its public-charity status.

Footprint & structure

Files a return copy in 1 state

VA

Part of a family of 1 related entity

  • National Patient Advocate Foundation (Npaf) · exempt

Screen this organization

A dated, signed PDF of the compliance screen for PATIENT ADVOCATE FOUNDATION: IRS status (Business Master File, Publication 78, auto-revocation), the OFAC sanctions lists, the Internal Revenue Bulletin, and California registration, with the Rev. Proc. 2018-32 §8.01 reliance elements stated element by element. Generated from the current files at the moment you download it.

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Screens are triage, not determinations; a source that cannot be read reports not screened, never clear. Screen this nonprofit · How the screen works · on the API as GET /api/screening/{ein}?format=pdf

Questions and answers

Who funds PATIENT ADVOCATE FOUNDATION?
PATIENT ADVOCATE FOUNDATION (Virginia) receives grants from 45 organizations whose IRS filings report $15,210,590 to it, the largest being AMERICAN CANCER SOCIETY INC ($5,077,500). 23 of them have funded it in more than one year.
How many funders does PATIENT ADVOCATE FOUNDATION have?
IRS filings report 45 organizations giving $15,210,590 in grants to PATIENT ADVOCATE FOUNDATION, 23 of which have funded it in more than one year.
Who is the largest funder of PATIENT ADVOCATE FOUNDATION?
AMERICAN CANCER SOCIETY INC is the largest funder on record, with $5,077,500 in grants. The full list of funders is on this page.
How can an organization like PATIENT ADVOCATE FOUNDATION find more funders?
Start with the funders already giving here, then look at the foundations that back similar organizations in Virginia. The funding by cause and by state pages list the largest funders for a given area and how to approach them.

Play a game about who funds Patient Advocate →

These figures are read directly from IRS Form 990 / 990-PF e-file XML: this organization’s own return for FY2025 (financials across 2017–2025), and the filings of 45 funders that report grants to it. “On record” means captured in the filings we have parsed — a funder that does not e-file, or whose grant detail is not itemized, will not appear. Filings run roughly 12–24 months behind. Trends on this page end at FY2023, the last fiscal year that has finished arriving; later years are shown and marked, and move no figure. Data on this page was exported October 22, 2026. What this page cannot tell you · view filing