Accessia Health 2021 Impact Report

Here for good.

2021 Impact Report

What a Year

We will forever remember 2021 as our year of transition, or better yet, our evolution.

Patient Services, Inc. began in 1989 from the vision of one man who was determined to change the healthcare journey for those unable to afford their insurance or prescription copays. His determination started a movement that has now become a $2 billion nonprofit industry.

Gwen Cooper President & CEO

Mitch Mula Board Chair

Today, we’ve evolved into a national nonprofit committed to providing access to healthcare, regardless of a person’s zip code or diagnosis. Just as healthcare has changed dramatically in three decades, so have we. Access to healthcare remains our top priority, but we’ve expanded from copays and premiums to providing financial assistance for travel, medical treatments and supportive care, legal services, case management, and health care education. And now, our team of highly skilled healthcare professionals are blazing new trails in patient assistance under our new name, ACCESSIA HEALTH. Our goal is that no less than 30% of new patient applications will be from people living in treatment deserts or medically underserved communities. Meeting people where they are means we come to you, in your community, to provide access to the care you need, from screening & diagnostics to supportive care, so those living with a chronic disease can live their best lives.

In this report, you’ll see stats about patients served, where they live, how much of their income they spend on healthcare and the financial impact we’ve had on their lives. You’ll read real success stories from our patients; these testaments to our impact are what drives us to raise more money and move the needle on access - all to serve more patients. We’re telling the Accessia Health story and showcasing our unique value proposition to a wide variety of supporters who share our vision of affordability and accessibility for critical healthcare that gives people a chance to, well, live.

Accessia Health operates pursuant to an opinion from the U.S. Department of Health and Human Services Office of the Inspector General issued in 2002 and modified in 2017. We believe it’s a privilege to provide financial assistance through this unique nonprofit model and pledge to uphold the highest standards in compliance to operate within this framework in all our service lines. Take a few minutes to review our report from the past and then visit our new website because you are invited to participate in our future. We remain Here For Good.

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Leadership Team

Board of Directors

Deanna Callahan, JD Compliance Officer

Brian Landry Vice Chair & Secretary

Gwen Cooper, MPA, CFRE President & CEO

Tiara Green, MSEd VP, Operations Mike Holdren VP, Information Technology Lamont Brown VP, Administration Dave Griffiths VP, Development Patient Assistance Funds Anna Brown, PCM VP, Marketing & Communications

Michael Brown, CFRE Executive Director, Accessia Health Foundation Daniel Wise, MBA Director, Finance Heather Reinecke Director, Human Resources Jennifer Noonan, MSN, RN Director, Clinical Programs

Mitch Mula Chair

Russell E. Phillips Jr., CPA, CVA, MAFF Treasurer Brian L Fink, JD Foundation Board Liaison Terrie L Glass, LCSW

Ashlea Christiansen, JD Director, Government Affairs

Denise Gloede, MSN, RN, CHPN Member-at-Large, Medical Advisory Chair

Ashley Lee Executive Project Manager

Lud Kimbrough, MBA Lee Smith Jessika Acosta, Accessia Health Foundation Board Member Mark Harris, Accessia Health Foundation Board Member

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We speak health and human.

At Accessia Health, our number one goal is to improve access and affordability to healthcare regardless of zip code or diagnosis. Our team members are subjectmatter experts on patient-centered care who have proven their ability to move the needle in improving health outcomes. Each one of us understands the patient experience and is committed to meeting anyone where they are throughout their health journey.

Donations to any of our 66 established disease funds allow us to change the lives of our patients. Patients eligible to enroll in an open disease fund may utilize their assistance to pay for one or more of the following: medication and provider copays, coinsurance, health insurance premiums, medical expenses, and travel.

To view programs that are open for application and to check your eligibility, visit AccessiaHealth.org.

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Doctor

% M

octor tion n st

Emily’s Story

HEALTHCARE IN AMERICA

Emily Thompson fought hard in her battle with Alpha-1. Her daughter, Tammi Queen shares how

33% 13M Didn’t Visit a Doctor Didn’t Fill/Ration Prescription Due to Cost

$140B 13M Owed Didn’tinFill/Ration Medical Debt Prescription Due to Cost

assistance through Accessia Health made a

92% $140B

92%

difference in Emily's life:

OwedDo in"INot Medical Receive Debt to let you Doknow Not Receive just wanted how thankful my Preventative Preventative family is that there are organizations Screenings Screenings like yours.

My mom, Emily, lost her battle on December 31, 2021, but fought hard. She would have never been able to afford her infusions if it weren’t for

$140B 13M Owed Didn’t in Fill/Ration Medical Debt Prescription Due to Cost

92% $140B Owed Doin Not Medical Receive Debt Preventative Screenings

92%

Accessia Health.

THANK YOU from the bottom of our hearts for

helping her for so many years. We feel like it Do Not Receive Preventative definitely made a difference in her quality of life."

Screenings IM PAC T R EPO RT 2 0 2 1 / 5

Impact $369 Billion

US SPENDING ON RX DRUGS

31.6 Million

UNINSURED PEOPLE OF ALL AGES IN UNITED STATES

4 in 10

ADULTS HAVE 2 OR MORE CHRONIC DISEASES

THE ONLY PATIENT ASSISTANCE

66

ESTABLISHED DISEASE FUNDS 6 / AC C ESSIA HEALTH

PROGRAM THAT OPERATES A FREE LEGAL SERVICE FOR PATIENTS SEEKING SOCIAL SECURITY DISABILITY BENEFITS.

Impact 9,699

UNIQUE PATIENTS SERVED AVERAGE PATIENT AGE = 66

$35,800

AVG HOUSEHOLD INCOME

$5,100

AVG SPEND PER PATIENT

TOP STATES SERVED

2 Individuals

AVG HOUSEHOLD SIZE

Florida Texas California Ohio Pennsylvania

North Carolina New York Michigan Illinois Georgia

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Liam’s Story

After a complicated birthing process, it took four months before the Long family found out their son, Liam, had Hemophilia A. When medical expenses became too much, someone close to them recommended Accessia Health. They weren't sure if they would qualify, but filled out an application anyway. In just a few days, they were notified that one of Accessia Health's programs would cover Liam's monthly premium. They were overjoyed!

"It's been such a relief and weight off our plates to know that our son has decent insurance with Accessia Health's help, allowing us to focus on providing him with a childhood where he can grow socially, emotionally, and physically healthy.

With the assistance, we have been able to add another son to our family without fear of how we can afford another. I can't thank them enough for the support and help along the way."

While the road hasn't been easy, Matthew continues to encourage others living with chronic medical conditions.

"If you're in a situation where a diagnosis of Hemophilia or other chronic illness makes you view your future as glasshalf-empty, I’m here to say it does get better and I strongly encourage you to reach out to Accessia Health to see if you qualify for assistance."

Matthew tells us Liam is currently strong and well, making the people around him laugh with his jokes and building things with any material he gets his hands on. Liam inspires us with his resilience, and Matthew reminds us that we are more than the challenges we have to overcome.

"A chronic illness doesn’t have to take away the values in your life that make you who you want to be."

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Financials

FUNCTIONAL ALLOCATION

Management & General

Fundraising

2021 CONSOLIDATED STATEMENT OF FINANCIAL POSITION* ASSETS Total Current Assets 67,544,953 Total Property and Equipment 1,809,500 Total Other Assets 9,526,485 Total Assets

78,880,939

Total Liabilities

1,172,678

NET ASSETS Without Donor Restrictions 14,549,925 With Donor Restrictions 63,158,336

Program Assistance

Total Net Assets

77,708,261

Total Liabilities and Net Assets

78,880,939

*Unaudited as of 07-01-2022. Full IRS 990 and Financial Statements can be viewed by visiting AccessiaHealth.org

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The Foundation We Build On

Accessia Health and the Accessia Health Foundation are 501(c)(3) organizations that raise funds to support Accessia Health’s mission of creating a world where medical expenses don’t break the same people who are trying to heal.

The Foundation allows us to secure state and federal grants along with corporate, foundation, and individual donations, expanding our reach and collaborations across a wide variety of stakeholders interested in improving health outcomes.

Our Boards of Directors are committed to incorporating population health strategies into everything we do. We offer services to people of all ages and backgrounds and intentionally provide outreach to underserved populations and people living in treatment deserts.

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Donors

Anonymous Carmen Adamucci Shmuel Agami Syed Ali Phillip Alston AmazonSmile* Amicus Therapeutics, Inc. Elizabeth Arroyo Cindy Austin Avanir Pharmaceuticals, Inc. Randy Babcock Zach Bartlam Margaret Bauer Kenneth Beck Janice Belon Patricia Berg Jim Berko Vickie Bielling Kenneth Blalock Gary Bland Boehringer Ingelheim Pharmaceuticals Inc Eileen Bostwick

Thank you to all our donors for your generous donations made in 2021. Without you, we could not continue providing critical support to families living with chronic medical conditions.

Tom Brewster Luke Brill Elaine C. Brown Lamont Brown Michael Brown Amelia Buenafe John Burkhammer Melissa Butler Begoato Caballero Deanna Callahan Dawn Campbell Ron Canniff Richard Carruth Hipolito Castaneda Joey Chen Daniel Chenok Justin Chou Michele Clark Erin Collins Emily Copenhaver Reynaldo Cordova Julie Cothron Bane Cox

Cathy Crites Jan Crouch Nancy Crowley Mary Joan Cullinan Michael Daft Ofer Dagan Cassandra Dahl Lloyd Davenport Dave Davis Walter Davis Dave Davis Deciphera James J. Delaney, Sr. Den DeMarinis Florence E. Dillon William Dillon Nicholas DiPietro Russell & Carol Doke Dominion Energy Foundation Chuck Dushman Robert M. Ellsworth, MD Marsha Endall Kelly Essman

Wendy Essman Judy Felker Brian & Debra Fink Jerry Fitz Donald Fleishman Anne Foster Gary Fournier Amy Fowler Jimmy Fox Nicholas Frangiudakis FrontStream Workplace Philanthropy William Fulmer Kathy Funk Chai Gadde Genzyme Corporation John Gillono Vincent Giordano Maurice Glass Terrie Glass Denise & Carl Gloede Aurelio Goicochea Marie Goodier IM PAC T R EPO RT 2 0 2 1 / 11

Donors Virginia Goodyear Joel Gordon Sandra Graham Sunny Graham Tiara Green Grifols USA, LLC Glenn Grimme Lilly Guichard Fereshteh Guivi Marie Hamel Catherine Harper Judith Harvell Ronn Heaberlin Mandy Herbert Rachel C. Herter Michael and Barbara Hill Loretta Holmes Jinai Holmes Michael Holzman Ron Hopp Robert Hornak Betsy Hornbuckle 1 2 / AC CESSIA HEALTH

Tonya Howard Linda Hubert Carol Hume Stanley Irvington Paul Jarrell Jeengle Susan Jenior Bart Jereb Doug & Stacey Johnson Wanda Johnson Richard Jones Diane Jones Stan Kaplan Ken Kenny Robert Ketchum Lud Kimbrough Vernon Kingsbury Tony Koch Daniel Kong Dan Korth Joni Kruntorad Dana Kuhn Janice Kulikowski Walter Landis Brian & Charlotte Landry Ray & Mary Lawson

Leadiant Biosciences, Inc. Peter Ledwedge Jean Lee Ashley Lee Marlin Lee Thomas Leitem Adam Lerner Robin and Sam Lerner Stan Livingston Helen Logan Maria Lopez Bernadette Lorenzi Janet Lowry Elaine Malbrough Andy Mann Robert Marino Janet & John Marriott Marita Mathews Charlotte Mattison Susan Mazzone Roger McGranahan Doreen Mcleod Elisabeth Melchiondo Richard F. & June G. Merritt Doug Miller Lorraine Miner

Howard Mintz Jim Moore Dannyl Moreland Shannon Moseley Mitchell Mula Allen Murfee George W. Murray Amy Nelson Network for Good William Northcott Novartis Pharmaceuticals Corp.

William Nunns J. Nurse Ronald Odom William Olendorf Gregg Olsen Joan Pace Ted Pasko Madeline Peace Scott & Terri Pease Lisa Perry Pharming Group NV Kayla Phillips Russ Phillips, Jr. Salvatore Picciallo Diane Pickett

Robert Poag Donna Pohlmann Trudy Powell Judd Prozeller Stacey Pugh Paul Puhl Lisa Purvis Christine Raby Lauren Raines Pam Edelman & Randy Lieberman Gregory Rapelje Marion Ray Bonnie Recek Diane Reed Patricia Reigel Retrophin Scott Rhodes James Riley Stuart Rissman Richard River Michael Robinson Jennie Rodlund Sarah Rohrer Martina Rosario Julie Rowell Edith Russo

Shashikant Sakaria Craig Salley Peter Sanctacruz Joseph Sandra David & Marianne Schessel Phyllis Scholl Ira Schwarzwald Anita & Patrick Shaffer Vicki Shanahan Rosemary Shelton Ryan Singh Patricia Sizemore Jeffrey Slivko Marcella Smau William Smith Johannah Smith Don Smith Amy Smith Howard Smith Judith Stengel Bradford Stephens John Stevenson Celia Sutherland John Swartz Wallace Sweet Takeda

Joseph Taylor Edna Taylor Alexcia Thomas Michael Thrasher TIAA Serves Kai To Kathy Toney Diane Torrance Robert Toth Peggy Trent Ronald Trimble George Trojak Volker Uhrig United Way United Way of Dallas Judith Vale Lyndsey VanCaster Vanda Pharmaceuticals, Inc. Lori R. & Michael T. Vaughn Judson Vieczorek Dawn Viscariello Ann B. Wall Gary Wallace Randdi Wallace-Trapp Leah Watts Andy Weiss

Donald Welker Wells Fargo Community Support Campaign Jason and Beverly Whitley Karen Williams Linda Williamson Ronda L. Winship Daniel & Carol Wise Sid Wolf Carrie Wolf David Wolovitz Woody Womack Hoang Wood Kelly Woodlief Robert Worstall Laurel A. Wright Robert Wright YourCause Jane Zeller Susan Zimmerman

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Healthy People. Healthy Communities.

Only 8% of Americans get preventative disease screenings. That means 92% of the population could be living with a chronic or life-threatening condition without knowing it. We’ve launched the Healthy People, Healthy Communities Initiative to change this statistic. Through partnerships with stakeholders and disease specialists we provide community education, access to screening and diagnostics, financial assistance, and care coordination.

Our first projects focus on a zip code, diagnosis, and a screening program: HEALTHY PEOPLE. HEALTHY LOUISVILLE. builds on a grassroots effort that meets residents where they are, educating them about resources available. Accessia Health works alongside community leaders to offer financial assistance for healthcare, starting with a series of screening & diagnostics testing to get a baseline of healthcare needs for 40203 residents in Louisville, KY. This multi-year project will document how increased access to care improves lives, lowers healthcare costs, and empowers people to take control of their health.

ASTHMA is more prevalent among people of color, with a disproportionate number of African American women dying from Asthma each year. We have teamed up with MedicoCX to eliminate Asthma & Allergy Treatment Deserts by improving access to treatments and screenings.

GETTING TO A DIAGNOSIS starts with screening. But many people cannot afford the testing needed to get to a diagnosis.

Our Screening & Diagnostics Fund pays for these critical services.

Get Involved and Make a Difference The Healthy People, Healthy Communities Initiative is funded through state and corporate grants, foundation and individual gifts. Through partnerships, we will scale this initiative across the nation, one zip code or diagnosis at a time.

Consider making a recurring gift to Healthy People, Healthy Communities by visiting our website.

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Shelly’s Story

Shelly Sweet was diagnosed with Chronic Myelogenous Leukemia (CML) in February of 2021, and with all the copays for tests and appointments, she didn't know how she would be able to afford everything.

After three months of oral chemotherapy, her body retained too much fluid and she became sick with pneumonia. Shelly was taking three antibiotics and had to stop her chemo. Her doctors switched her to a new oral chemotherapy and she was able to get better over time. It was a distressing time for Shelly and she struggled with her insurance and paying for all her medication and treatments needed.

"Accessia Health has been a godsend to me and my family.

They paid the full amount of my medication that first month, and I'm so thankful because I'm doing so well on it now. I’d like to thank everyone at Accessia Health for your help and compassion on getting me through the process of the application. I don't know how I would be able to stay on my medication without your help.“ IM PAC T R EPO RT 2 0 2 1 / 15

Vision

Patients living with chronic illness, rare disease, or disability no longer struggle to access the treatment, and assistance they need to lead their best life.

Mission

To provide the financial safety net, products, services, and assistance to patients and families living with rare and chronic diseases and disabilities.

Accessia Health is headquartered in Richmond, Virginia with offices in Tampa & Louisville.

TAMPA

5421 Beaumont Center Blvd., Ste 611 Tampa, FL 33634

LOUISVILLE

201 E. Jefferson St., Ste 201 Louisville, KY 40202

RICHMOND

3104 E. Boundary Ct. Midlothian, VA 23112

AccessiaHealth.org (800) 366 - 7741 We operate pursuant to an opinion from the U.S. Department of Health and Human Services Office of the Inspector General issued in 2002 and modified in 2017 (OIG Adv. Op. 02-01).