THE ASSISTANCE FUND INC

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2009

Legal Domicile

Phone

8772454412

Tax Period

2025-01-01 to 2025-12-31

THE ASSISTANCE FUND INC, founded in 2009, is a major nonprofit in the Health Care sector that reported $284.7M in total revenue in fiscal year 2025. Revenue decreased 17% compared to the prior year. The organization ran a surplus of $53.9M, a strong 19% operating margin.

Mission

TO HELP INSURED PEOPLE WITH LIFE-CHANGING DISEASES OVERCOME THE FINANCIAL BARRIERS PREVENTING THEM FROM ACCESSING TREATMENT.

Program Service Accomplishments

Program 1

Expenses: $219,427,594

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...

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.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2025)

Revenue Breakdown

Contributions & Grants $267,874,042

Program Service Revenue $0

Investment Income $16,835,078

Other Revenue $0

TOTAL REVENUE $284,709,120

Expense Breakdown

Grants Paid $213,200,863

Salaries & Benefits $11,540,165

Fundraising Expenses $1,745,231

Program Expenses $219,427,594

Other Expenses $5,838,700

TOTAL EXPENSES $230,788,273

Year-over-Year Comparison

	2025	2024	Change
Revenue	$284,709,120	$341,721,094	-0.2%
Expenses	$230,788,273	$193,383,054	+0.2%
Net Income	$53,920,847	$148,338,040	-0.6%

Key Indicators

✗ Grants to Organizations ✓ Grants to Individuals ✓ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

127

Volunteers

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✓ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$1,025,127

Total Directors

Key Employees

$1,206,741

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
LINDA HOWARD	CHAIRMAN, BOARD OF DIRECTORS	2.0	Officer Director	$0	$0	$0
SHARON PATTERSON	VICE CHAIR, BOARD OF DIRECTORS	2.0	Officer Director	$0	$0	$0
DANIEL KLEIN	BOARD OF DIRECTORS MEMBER	2.0	Director	$0	$0	$0
FRANK D'ACOSTA	BOARD OF DIRECTORS MEMBER	2.0	Director	$0	$0	$0
JEFF MILFORD	BOARD OF DIRECTORS MEMBER	2.0	Director	$0	$0	$0
JOHN RUSHING	BOARD OF DIRECTORS MEMBER	2.0	Director	$0	$0	$0
JOHN WAGNER	BOARD OF DIRECTORS MEMBER	2.0	Director	$0	$0	$0
JULIE JUDGE	BOARD OF DIRECTORS MEMBER	2.0	Director	$0	$0	$0
JUSTIN ARONSON	BOARD OF DIRECTORS MEMBER	2.0	Director	$0	$0	$0
LAWRENCE HATCH	BOARD OF DIRECTORS MEMBER	2.0	Director	$0	$0	$0
TOM BAILEY	BOARD OF DIRECTORS MEMBER	2.0	Director	$0	$0	$0
DANIELLE VIZCAINO	CHIEF EXECUTIVE OFFICER	40.0	Officer	$524,820	$42,886	$567,706
STEVEN ALSENE	CHIEF FINANCIAL OFFICER	40.0	Officer	$404,403	$53,018	$457,421
DALIA KACENAUSKAITE	VP, OPERATIONS	40.0	Key Emp	$148,913	$13,800	$162,713
GERALD LAURIA	CHIEF DEVELOPMENT OFFICER	40.0	Key Emp	$459,346	$54,722	$514,068
JACQUELINE PERNIER	SENIOR DIRECTOR COMPLIANCE	40.0	Key Emp	$172,235	$44,618	$216,853
JOHN D'ANGELO	SR. VP, BUSINESS INTELLIGENCE	40.0	Key Emp	$290,256	$22,851	$313,107
AKHILASH PENNAM	DIRECTOR OF CRM DEVELOPMENT	40.0	Highest	$179,862	$34,490	$214,352
AMANDA KESSLER	DIRECTOR, HUMAN RESOURCES	40.0	Highest	$174,507	$38,516	$213,023
DILIP PARIHAR	SOLUTIONS ARCHITECT	40.0	Highest	$158,661	$43,624	$202,285
LEENA PATEL	VP, BUSINESS DEVELOPMENT	40.0	Highest	$229,499	$48,251	$277,750
MARGARET FIGLEY	SR. DIRECTOR, COMMUNICATIONS	40.0	Highest	$222,721	$47,493	$270,214

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	$284,709,120	$230,788,273	$565,555,605	$53,920,847
2024	$341,721,094	$193,383,054	$508,642,591	$148,338,040
2023	$278,965,875	$314,463,857	$363,685,624	$-35,497,982
2022	$288,357,934	$269,288,161	$391,103,788	$19,069,773
2021	$295,767,415	$304,758,468	$376,112,089	$-8,991,053
2020	$383,403,392	$328,746,087	$388,553,113	$54,657,305
2019	$374,973,159	$227,201,494	$330,085,994	$147,771,665
2018	$213,978,451	$160,708,473	$176,389,134	$53,269,978