Disease, Disorders, Medical Disciplines

ASSISTANCE FUND INC

aka TAF and The Assistance Fund   |   Orlando, FL   |  www.tafcares.org

Mission

Our mission is to provide underinsured people living with life-threatening, chronic, and rare diseases access to critical treatment through financial assistance, education, and advocacy. Our vision is to see the day when no person goes without treatment because of an inability to pay.

Ruling year info

2009

Executive Director

Mr. Mark McGreevy

Main address

4700 Millenia Blvd Suite 410

Orlando, FL 32839 USA

Show more addresses

EIN

27-0270731

Cause area (NTEE code) info

Fund Raising and/or Fund Distribution (G12)

Human Service Organizations (P20)

Alliance/Advocacy Organizations (E01)

IRS filing requirement

This organization is required to file an IRS Form 990 or 990-EZ.

Sign in or create an account to view Form(s) 990 for 2018, 2017 and 2016.
Register now

Communication

Programs and results

What we aim to solve

SOURCE: Self-reported by organization

When a doctor prescribes a medication to a patient, nothing should stand in the way of the patient receiving that medication. Removing barriers to medication access is the work of The Assistance Fund, an independent charitable patient assistance foundation. We help patients and families who have been diagnosed with specific chronic or critical diseases by providing financial assistance for their co-payments, coinsurance, deductibles and other health-related expenses.

Our programs

SOURCE: Self-reported by organization

What are the organization's current programs, how do they measure success, and who do the programs serve?

Multiple Sclerosis Copay Assistance Program

Provides eligible underinsured individuals with financial assistance to cover all or part of the individuals’ out-of-pocket cost for the supported medications. These programs give individuals the ability to afford their medications.

Population(s) Served
Adults

Provides financial assistance to persons diagnosed with Multiple Sclerosis that need assistance paying for their monthly health insurance premiums, travel and incidental medical expenses.

Population(s) Served
Adults
Adults

Provides eligible underinsured individuals with financial assistance to cover all or part of the individuals’ out-of-pocket cost for the supported medications. These programs give individuals the ability to afford their medications.

Population(s) Served
Adults
Adults

Provides financial assistance for medication copays, health insurance premiums, and basic healthcare needs to children and adults.

Population(s) Served
Adults
Children and youth (0-19 years)

Provides eligible underinsured individuals with financial assistance to cover all or part of the individuals’ out-of-pocket cost for the supported medications. These programs give individuals the ability to afford their medications.

Population(s) Served
Adults
Adults

Provides financial assistance for medication copays, health insurance premiums, and basic healthcare needs to children and adults.

Population(s) Served
Adults
Adults

Provides eligible underinsured individuals with financial assistance to cover all or part of the individuals’ out-of-pocket cost for the supported medications. These programs give individuals the ability to afford their medications.

Population(s) Served
Children and youth (0-19 years)

Provides eligible underinsured individuals with financial assistance to cover all or part of the individuals’ out-of-pocket cost for the supported medications. These programs give individuals the ability to afford their medications.

Population(s) Served
Adults

Provides eligible underinsured individuals with financial assistance to cover all or part of the individuals’ out-of-pocket cost for the supported medications. These programs give individuals the ability to afford their medications.

Population(s) Served
Adults

Provides financial assistance for medication copays, health insurance premiums, and basic healthcare needs to children and adults.

Population(s) Served
Adults
Children and youth (0-19 years)

Provides eligible underinsured individuals with financial assistance to cover all or part of the individuals’ out-of-pocket cost for the supported medications. These programs give individuals the ability to afford their medications.

Population(s) Served
Adults

Provides eligible underinsured individuals with financial assistance to cover all or part of the individuals’ out-of-pocket cost for the supported medications. These programs give individuals the ability to afford their medications.

Population(s) Served
Adults

Provides eligible underinsured individuals with financial assistance to cover all or part of the individuals’ out-of-pocket cost for the supported medications. These programs give individuals the ability to afford their medications.

Population(s) Served
Adults

Provides eligible underinsured individuals with financial assistance to cover all or part of the individuals’ out-of-pocket cost for the supported medications. These programs give individuals the ability to afford their medications.

Population(s) Served
Adults

Provides eligible underinsured individuals with financial assistance to cover all or part of the individuals’ out-of-pocket cost for the supported medications. These programs give individuals the ability to afford their medications.

Population(s) Served
Adults
Children and youth (0-19 years)

Provideseligible underinsured individuals with financial assistance to cover all or part of the individuals’ out-of-pocket cost for the supported medications. These programs give individuals the ability to afford their medications.

Population(s) Served
Infants to preschool (under age 5)

Provides eligible underinsured individuals with financial assistance to cover all or part of the individuals’ out-of-pocket cost for the supported medications. These programs give individuals the ability to afford their medications.

Population(s) Served
Adults

Provides eligible underinsured individuals with financial assistance to cover all or part of the individuals’ out-of-pocket cost for the supported medications. These programs give individuals the ability to afford their medications.

Population(s) Served
Adults

Provides eligible underinsured individuals with financial assistance to cover all or part of the individuals’ out-of-pocket cost for the supported medications. These programs give individuals the ability to afford their medications.

Population(s) Served
Adults

Provides eligible underinsured individuals with financial assistance to cover all or part of the individuals’ out-of-pocket cost for the supported medications. These programs give individuals the ability to afford their medications.

Population(s) Served
Adults

Provides eligible underinsured individuals with financial assistance to cover all or part of the individuals’ out-of-pocket cost for the supported medications. These programs give individuals the ability to afford their medications.

Population(s) Served
Adults

Provides eligible underinsured individuals with financial assistance to cover all or part of the individuals’ out-of-pocket cost for the supported medications. These programs give individuals the ability to afford their medications.

Population(s) Served
Adults

Provides eligible underinsured individuals with financial assistance to cover all or part of the individuals’ out-of-pocket cost for the supported medications. These programs give individuals the ability to afford their medications.

Population(s) Served
Adults

Provides eligible underinsured individuals with financial assistance to cover all or part of the individuals’ out-of-pocket cost for the supported medications. These programs give individuals the ability to afford their medications.

Population(s) Served
Adults

Provides eligible underinsured individuals with financial assistance to cover all or part of the individuals’ out-of-pocket cost for the supported medications. These programs give individuals the ability to afford their medications.

Population(s) Served
Adults

Provides eligible underinsured individuals with financial assistance to cover all or part of the individuals’ out-of-pocket cost for the supported medications. These programs give individuals the ability to afford their medications.

Population(s) Served
Adults

Provides eligible underinsured individuals with financial assistance to cover all or part of the individuals’ out-of-pocket cost for the supported medications. These programs give individuals the ability to afford their medications.

Population(s) Served
Adults

Provides eligible underinsured individuals with financial assistance to cover all or part of the individuals’ out-of-pocket cost for the supported medications. These programs give individuals the ability to afford their medications.

Population(s) Served
Adults

Where we work

Our results

SOURCE: Self-reported by organization

How does this organization measure their results? It's a hard question but an important one.

Number of patients served

This metric is no longer tracked.
Totals By Year
Type of Metric

Output - describing our activities and reach

Direction of Success

Holding steady

Context Notes

The more disease programs we're able to open, the more patients each year we can serve.

Number of Facebook followers

This metric is no longer tracked.
Totals By Year
Type of Metric

Output - describing our activities and reach

Direction of Success

Increasing

Context Notes

Facebook followers at the end of each calendar year.

Number of phone calls and online chats

This metric is no longer tracked.
Totals By Year
Type of Metric

Context - describing the issue we work on

Direction of Success

Increasing

Context Notes

An online chat feature was added to help more patients with their immediate questions. An increase in inquiries reflects a growth in programs offered and greater internal capabilities to field calls.

Total dollars received in contributions

This metric is no longer tracked.
Totals By Year
Type of Metric

Input - describing resources we use

Direction of Success

Increasing

Context Notes

In 2016, The Assistance Fund had 26 disease programs. By the end of 2019, TAF had 61 disease funds. With more programs open we are able to serve more patients.

Charting impact

SOURCE: Self-reported by organization

Five powerful questions that require reflection about what really matters - results.

What is the organization aiming to accomplish?

The Assistance Fund's four principal goals are: <br/>1) Increase and diversify funding sources.<br/>2) Increase the number of new patients and increase retention levels.<br/>3) Expand program base while continuing to promote program integrity, accountability, and transparency.<br/>4) Be the pre-eminent organization for patient financial assistance programs while strengthening partnerships among all stakeholders to increase awareness in the communities we serve.

The Assistance Fund is committed to helping patients who struggle with paying for their chronic illness medication. Since our 2009 inception, The Assistance Fund has assisted more than 100,000 patients with $320 million in charitable contributions. We constantly search for new ways to help our patients afford their treatment.

We are committed to being patient-centered and making it a quality benchmark to deliver dignified assistance to grow our patient satisfaction.<br/><br/>The Assistance Fund continues to challenge itself to be the best at providing patients access to medications. It is our continued journey and vision to build healthier minds and communities across the United States.<br/><br/>Our programs make access a reality by placing us at the forefront of taking care of patients. Through our advancements, we are dedicated to increase speed-to-service and delivery while ensuring that the highest percentage of donations go to patient care. Our processes helps us to remove financial obstacles faced by families and to streamline access to their medications.<br/> <br/>We value and care about each other, operate with a generosity of spirit and commitment, and have fun in the process of working together. To maximize our collective impact, we inspire, challenge, and support each other to be our best and sustain our effort.

Patient Satisfaction Assessment A “Patient Survey" is conducted three times a year to establish how patients use our services, the referral source, and their overall experience with The Assistance Fund. Current patients are contacted through email and asked a series of questions. An example of this survey is as follows: ▪Have you ever referred someone to The Assistance Fund? ▪Have you spoken with your physician or pharmacy about The Assistance Fund? ▪How informative was The Assistance Fund in helping you identify other resources, including access to your medications? ▪Would you like to receive updates via text messages from The Assistance Fund? Assessment Questionnaire At the completion of each patient's program, an assessment/questionnaire is sent to evaluate and acknowledge that the patient's needs are being met, and provide us with information to better serve our patients. A copy of this questionnaire is provided for your review.

In the last few years, The Assistance Fund has added a minimum of 30 new programs to its growing portfolio of services. Currently, we offer our services for nearly 70 programs. We also reduced our operating costs and now dedicate a minimum of $0.93 of each dollar raised directly to our patients' needs. Additionally, we added a National Medical Advisory Board, so that we can continue to offer the best possible services and assistance to our patients while remaining on the cutting edge of technology and being the best stewards of our donors' monies.

How we listen

SOURCE: Self-reported by organization

Seeking feedback from people served makes programs more responsive and effective. Here’s how this organization is listening.

done We shared information about our current feedback practices.
  • How is the organization collecting feedback?

    We regularly collect feedback through: electronic surveys (by email, tablet, etc.), paper surveys, case management notes, community meetings/town halls, suggestion box/email.

  • How is the organization using feedback?

    We use feedback to: to identify and remedy poor client service experiences, to identify bright spots and enhance positive service experiences, to make fundamental changes to our programs and/or operations, to inform the development of new programs/projects, to strengthen relationships with the people we serve.

  • With whom is the organization sharing feedback?

    We share feedback with: our staff, our board.

  • What challenges does the organization face when collecting feedback?

    It is difficult to: it is difficult to get the people we serve to respond to requests for feedback.

Financials

ASSISTANCE FUND INC
lock

Unlock financial insights by subscribing to our monthly plan.

Subscribe

Unlock nonprofit financial insights that will help you make more informed decisions. Try our monthly plan today.

  • Analyze a variety of pre-calculated financial metrics
  • Access beautifully interactive analysis and comparison tools
  • Compare nonprofit financials to similar organizations

Want to see how you can enhance your nonprofit research and unlock more insights?
Learn more about GuideStar Pro.

Operations

The people, governance practices, and partners that make the organization tick.

lock

Connect with nonprofit leaders

Subscribe

Build relationships with key people who manage and lead nonprofit organizations with GuideStar Pro. Try a low commitment monthly plan today.

  • Analyze a variety of pre-calculated financial metrics
  • Access beautifully interactive analysis and comparison tools
  • Compare nonprofit financials to similar organizations

Want to see how you can enhance your nonprofit research and unlock more insights? Learn More about GuideStar Pro.

lock

Connect with nonprofit leaders

Subscribe

Build relationships with key people who manage and lead nonprofit organizations with GuideStar Pro. Try a low commitment monthly plan today.

  • Analyze a variety of pre-calculated financial metrics
  • Access beautifully interactive analysis and comparison tools
  • Compare nonprofit financials to similar organizations

Want to see how you can enhance your nonprofit research and unlock more insights? Learn More about GuideStar Pro.

ASSISTANCE FUND INC

Board of directors
as of 8/17/2020
SOURCE: Self-reported by organization
Board chair

Mr. Lawrence Hatch

SunTrust Bank

Term: 2011 -

Jeff Milford

Courtney Leasing, Inc.

Justin Aronson

Greenberg Traurig

John Fraley

Orthomedex Corp

Julie Judge

Foundation Partners Group

Ellen Feinstein, RD, MHA, FACHE

University of Chicago Medicine

Board leadership practices

SOURCE: Self-reported by organization

GuideStar worked with BoardSource, the national leader in nonprofit board leadership and governance, to create this section.

  • Board orientation and education
    Does the board conduct a formal orientation for new board members and require all board members to sign a written agreement regarding their roles, responsibilities, and expectations? Yes
  • CEO oversight
    Has the board conducted a formal, written assessment of the chief executive within the past year ? Not applicable
  • Ethics and transparency
    Have the board and senior staff reviewed the conflict-of-interest policy and completed and signed disclosure statements in the past year? Yes
  • Board composition
    Does the board ensure an inclusive board member recruitment process that results in diversity of thought and leadership? Yes
  • Board performance
    Has the board conducted a formal, written self-assessment of its performance within the past three years? Not applicable

Organizational demographics

SOURCE: Self-reported; last updated 01/09/2020

Who works and leads organizations that serve our diverse communities? GuideStar partnered on this section with CHANGE Philanthropy and Equity in the Center.

Leadership

The organization's leader identifies as:

Race & ethnicity
White/Caucasian/European
Gender identity
Male, Not transgender (cisgender)
Sexual orientation
Heterosexual or Straight
Disability status
Person without a disability

Race & ethnicity

Gender identity

 

Sexual orientation

No data

Disability

No data

Equity strategies

Last updated: 01/09/2020

Policies and practices developed in partnership with Equity in the Center, a project that works to shift mindsets, practices, and systems within the social sector to increase racial equity. Learn more

Data
  • We review compensation data across the organization (and by staff levels) to identify disparities by race.
  • We ask team members to identify racial disparities in their programs and / or portfolios.
  • We analyze disaggregated data and root causes of race disparities that impact the organization's programs, portfolios, and the populations served.
  • We disaggregate data to adjust programming goals to keep pace with changing needs of the communities we support.
  • We employ non-traditional ways of gathering feedback on programs and trainings, which may include interviews, roundtables, and external reviews with/by community stakeholders.
  • We disaggregate data by demographics, including race, in every policy and program measured.
  • We have long-term strategic plans and measurable goals for creating a culture such that one’s race identity has no influence on how they fare within the organization.
Policies and processes
  • We have a promotion process that anticipates and mitigates implicit and explicit biases about people of color serving in leadership positions.
  • We seek individuals from various race backgrounds for board and executive director/CEO positions within our organization.
  • We have community representation at the board level, either on the board itself or through a community advisory board.
  • We help senior leadership understand how to be inclusive leaders with learning approaches that emphasize reflection, iteration, and adaptability.
  • We measure and then disaggregate job satisfaction and retention data by race, function, level, and/or team.
  • We engage everyone, from the board to staff levels of the organization, in race equity work and ensure that individuals understand their roles in creating culture such that one’s race identity has no influence on how they fare within the organization.

Keywords

Co-Pay Assistance; Chronic Disease; Biotech Therapy; Medication Assistance; Prescription Assistance, Health Insurance Premium Assistance