THE ASSISTANCE FUND INC

EIN: 270270731 501(c)(3) Health Care

ORLANDO, FL

Total Revenue
$284,709,120
Total Expenses
$230,788,273
Total Assets
$565,555,605
Net Assets
$548,263,467
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
2009
Legal Domicile
DE
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

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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%)

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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

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Financial Distress Indicator

Liquidity & Cash Position

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Governance

Voting Members
9
Independent Members
9
Employees
127
Volunteers
23

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
4
$1,025,127
Total Directors
11
$0
Key Employees
4
$1,206,741
Highest Compensated
5
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
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