Civic Intelligence

Bay Rivers Telehealth Alliance

EIN 20-4735093 • 501(c)3 • Tappahannock, VA

Profile

To serve communities by developing telehealth projects that: improve access to health services; engage patients as partners; reduce professional isolation among health service providers; and provide access to training and development of the health care workforce.

659 Hospital RdTappahannock, VA 22560

www.bayriverstelehealth.com

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

85th percentile

0.57x

Higher debt load relative to assets than 85% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

62nd percentile

0.15x

Higher debt load relative to revenue than 62% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Net Margin

43rd percentile

1.4%

Higher net margin than 43% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

63rd percentile

$91,345

Higher top officer pay than 63% of similar nonprofits.

Top officer pay equals 3.4% of source-year revenue.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Asset Growth

86th percentile

34%

Faster asset growth than 86% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

71st percentile

25%

Faster revenue growth than 71% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Assets

Up

$727,437

Up $186,219 (+34%) from 2023

Liabilities

Up

$411,021

Up $148,888 (+57%) from 2023

Net Assets

Up

$316,416

Up $37,331 (+13%) from 2023

Revenue

Up

$2,682,769

Up $541,086 (+25%) from 2023

Expenses

Up

$2,645,438

Up $536,043 (+25%) from 2023

Net Income

Up

$37,331

Up $5,043 (+16%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$800K$600K$400K$200K$0-$200KAssets 2011: $72,141Liabilities 2011: $3,942Net Assets 2011: $68,1992011Assets 2012: $219,799Liabilities 2012: $220,264Net Assets 2012: -$4652012Assets 2013: $217,311Liabilities 2013: $104,450Net Assets 2013: $112,8612013Assets 2014: $97,113Liabilities 2014: $18,626Net Assets 2014: $78,4872014Assets 2015: $171,276Liabilities 2015: $75,722Net Assets 2015: $95,5542015Assets 2016: $225,694Liabilities 2016: $7,573Net Assets 2016: $218,1212016Assets 2017: $213,849Liabilities 2017: $34,281Net Assets 2017: $179,5682017Assets 2018: $321,615Liabilities 2018: $98,785Net Assets 2018: $222,8302018Assets 2019: $232,227Liabilities 2019: $100,342Net Assets 2019: $131,8852019Assets 2020: $311,797Liabilities 2020: $48,603Net Assets 2020: $263,1942020Assets 2021: $299,330Liabilities 2021: $84,770Net Assets 2021: $214,5602021Assets 2022: $421,950Liabilities 2022: $222,875Net Assets 2022: $199,0752022Assets 2023: $541,218Liabilities 2023: $262,133Net Assets 2023: $279,0852023Assets 2024: $727,437Liabilities 2024: $411,021Net Assets 2024: $316,4162024

Highlighted filing

2024

Assets$727,437
Liabilities$411,021
Net Assets$316,416

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$3.0M$2.0M$1.0M$0-$1.0MExpenses 2011: $173,5422011Expenses 2012: $114,7632012Expenses 2013: $208,0302013Revenue 2014: $406,614Expenses 2014: $440,988Net Income 2014: -$34,3742014Revenue 2015: $199,074Expenses 2015: $350,198Net Income 2015: -$151,1242015Revenue 2016: $528,364Expenses 2016: $509,568Net Income 2016: $18,7962016Revenue 2017: $623,484Expenses 2017: $662,037Net Income 2017: -$38,5532017Revenue 2018: $716,574Expenses 2018: $673,312Net Income 2018: $43,2622018Revenue 2019: $690,162Expenses 2019: $748,107Net Income 2019: -$57,9452019Revenue 2020: $892,290Expenses 2020: $760,981Net Income 2020: $131,3092020Revenue 2021: $700,017Expenses 2021: $748,651Net Income 2021: -$48,6342021Revenue 2022: $1,124,920Expenses 2022: $1,140,405Net Income 2022: -$15,4852022Revenue 2023: $2,141,683Expenses 2023: $2,109,395Net Income 2023: $32,2882023Revenue 2024: $2,682,769Expenses 2024: $2,645,438Net Income 2024: $37,3312024

Highlighted filing

2024

Revenue$2,682,769
Expenses$2,645,438
Net Income$37,331

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.73$0.41$0.32$2.68$2.65$0.04
2023Summary only. Only limited summary data is available for this year.$0.54$0.26$0.28$2.14$2.11$0.03
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.42$0.22$0.20$1.12$1.14$0.02
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.30$0.08$0.21$0.70$0.75$0.05
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.31$0.05$0.26$0.89$0.76$0.13
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.23$0.10$0.13$0.69$0.75$0.06
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.32$0.10$0.22$0.72$0.67$0.04
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.21$0.03$0.18$0.62$0.66$0.04
2016Detailed filing. Detailed filing data is available for this year.$0.23$0.01$0.22$0.53$0.51$0.02
2015Detailed filing. Detailed filing data is available for this year.$0.17$0.08$0.10$0.20$0.35$0.15
2014Detailed filing. Detailed filing data is available for this year.$0.10$0.02$0.08$0.41$0.44$0.03
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.22$0.10$0.11$0.21
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.22$0.22$0.00$0.11
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.07$0.00$0.07$0.17
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Sep 1, 2023 to Aug 31, 2024
Signed
Jul 3, 2025
Return Version
2023v6.0
Gross Receipts
$2,682,769
Mission and Program Overview

Mission

To serve communities by developing telehealth projects that: improve access to health services; engage patients as partners; reduce professional isolation among health service providers; and provide access to training and development of the health care workforce.

To improve access to medical care and to reduce professional isolation among medical providers through telemedicine.

Balance Sheet Detail
LineBeginningEndChange
Assets
Pledges and Grants Receivable$326,216$402,852▲ $76,636
Cash and Non-Interest-Bearing Accounts$74,870$176,365▲ $101,495
Savings and Temporary Cash Investments$140,132$148,220▲ $8,088
Total Assets$541,218$727,437▲ $186,219
Liabilities
Accounts Payable and Accrued Expenses$262,133$411,021▲ $148,888
Total Liabilities$262,133$411,021▲ $148,888
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$279,085$316,416▲ $37,331
Total Net Assets Fund Balance$279,085$316,416▲ $37,331
Total Liabilities and Net Assets / Fund Balance$541,218$727,437▲ $186,219
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Mary OchsnerExecutive DiFT$91,345$91,345

Board Members and Trustees

Highest Paid Contractors

ContractorServicesLocationCompensation
Master Center For Addiction MedicineClinicians4212 PARK PLACE CT, Glen Allen, VA 23060$779,153
Eastern Shore Community Services BoaClinicians24233 LANKFORD HWY, Tasley, VA 23441$426,168
Westmorland CountyCliniciansPO BOX 730, Montross, VA 22520$183,846
Rappahanock Community CollegeProj Mgmt52 CAMPUS DRIVE, Warsaw, VA 22572$142,854
Revenue and Support

Revenue Composition

Contributions and Grants
$2,674,560
Program Service Revenue
$0
Investment Income
$8,209
Other Revenue
$0
Change in Net Assets
$37,331

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,682,769
Revenue Not Reported on Form 990
$11,505
Total Revenue per Audited Statements
$2,694,274
Total Revenue per Form 990
$2,682,769
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$2,351,247
Salaries, Compensation, and Employee Benefits$294,191
Total Fundraising Expense$27,380
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Other$2,175,974$4,678$2,340$2,182,992
Other Salaries and Wages$111,705$33,712$12,645$158,062
Current Officers, Directors, Trustees, and Key Employees$79,379$23,478$8,944$111,801
Fees for Services Management$20,572$3,011$1,505$25,088
Travel$24,512$248-$24,760
Advertising$23,723--$23,723
Payroll Taxes$14,857$3,368$1,584$19,809
Office Expenses$17,723$1,714-$19,437
Information Technology$18,748--$18,748
Fees for Services Accounting-$12,900-$12,900
Insurance$11,309$231-$11,540
Conferences and Meetings$5,234--$5,234
Pension Plan Contributions$3,389$768$362$4,519
Other Expenses$850$315-$1,165
Total Functional Expenses$2,530,683$87,375$27,380$2,645,438

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$2,656,943
Expenses per Audited Statements$2,645,438
Total Expenses per Form 990$2,645,438
Expenses Not Reported on Form 990$11,505
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
Yes

Governance Explanations

Form 990, Page 6, Part VI, Line 3

Donna dittman hale, mha, ctc provided management services. She is self- employed.

Form 990, Page 6, Part VI, Line 11B

The treasurer of the board of directors reviews the 990 and obtains answers to any questions. The treasurer presents the 990 at the next meeting of either the full board or the executive committee.

Form 990, Page 6, Part VI, Line 12C

Conflict of interest disclosures are made to the board. A determination is made by majority vote whether the disclosure shows that a conflict of interest exists or can reasonably be construed to exist. If a conflict is deemed to exist appropriate safeguards are put in place.

Form 990, Page 6, Part VI, Line 15A

The executive committee reviews the performance of the executive director annually and proposes changes in her/his compensation, with a motion proposed by an officer and a vote of the committee. The executive committee reports on this action to the full board of directors. The potential level of compensation for employees is included as a budget line item when the treasurer proposes a motion on the organization's fiscal year budget.

Form 990, Page 6, Part VI, Line 19

Governing documents and other documents are available to the public for review by request.

Filing and Contact Details

Filer

Filer Name
Bay Rivers Telehealth Alliance
EIN
20-4735093
Phone
8044436286
Address
659 HOSPITAL RD, TAPPAHANNOCK, VA 22560

Signing Officer

Name
Mary Ochsner
Title
Executive Director
Signed
2025-07-03
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Stacie Wind
Formed
2004
Legal Domicile
Va
Voting Board Members
14
Independent Board Members
14
Employees
3
Volunteers
14

Preparer

Firm
A Rohm Smith & Company
Address
11832 ROCK LANDING DR STE 101, NEWPORT NEWS, VA 23606-4277
Preparer
Theresa Rohm CPA
Phone
7572239602
Supplemental Narrative

Additional Explanations

Form 990

The following board members signed service agreements on behalf of their not-for-profit organizations or agencies for the delivery of grant services: michael faulkner - ledwith lewis free clinic kathy vesley - massey, bay aging board member, anna mckean signed a service agreement on behalf of her employer, for-profit company master center for addiction medicine.

Form 990, Page 1, Part I, Line 6

Volunteers serve as board members and alternates.

Form 990, Part IX, Line 11G

Project partner services 1,796,623 0 0 training services 203,918 0 0 other contractors 31,970 4,678 2,340 strategic planning 39,250 0 0 rcc project management 104,213 0 0 total 2,175,974 4,678 2,340

Raw XML AppendixShowing 400 of 472 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/Form990PartVIISectionAGrp/TitleTxt0BOARD CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt1BOARD VICE C
IRS990/Form990PartVIISectionAGrp/TitleTxt2BOARD SEC/TR
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt14DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt15EXECUTIVE DI
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IRS990/InformationTechnologyGrp/ProgramServicesAmt018748
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IRS990/InsuranceGrp/ManagementAndGeneralAmt0231
IRS990/InsuranceGrp/ProgramServicesAmt011309
IRS990/InsuranceGrp/TotalAmt011540
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IRS990/MissionDesc0TO IMPROVE ACCESS TO MEDICAL CARE AND TO REDUCE PROFESSIONAL ISOLATION AMONG MEDICAL PROVIDERS THROUGH TELEMEDICINE.
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IRS990/OfficeExpensesGrp/ProgramServicesAmt017723
IRS990/OfficeExpensesGrp/TotalAmt019437
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IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherExpensesGrp/Desc0TELEMEDICINE EQUIP/SUPPLI
IRS990/OtherExpensesGrp/Desc1MISCELLANEOUS
IRS990/OtherExpensesGrp/Desc2MEMBERSHIP DUES
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt02952
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1315
IRS990/OtherExpensesGrp/ProgramServicesAmt022708
IRS990/OtherExpensesGrp/ProgramServicesAmt1850
IRS990/OtherExpensesGrp/TotalAmt022708
IRS990/OtherExpensesGrp/TotalAmt12952
IRS990/OtherExpensesGrp/TotalAmt21165
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt012645
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt033712
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0111705
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IRS990/PayrollTaxesGrp/FundraisingAmt01584
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IRS990/PensionPlanContributionsGrp/FundraisingAmt0362
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IRS990/PrincipalOfficerNm0STACIE WIND
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IRS990/PYOtherExpensesAmt01944407
IRS990/PYRevenuesLessExpensesAmt032288
IRS990/PYSalariesCompEmpBnftPaidAmt0164988
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IRS990/ReconcilationRevenueExpnssAmt037331
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IRS990ScheduleD/RevenueNotReportedAmt011505
IRS990ScheduleD/RevenueSubtotalAmt02682769
IRS990ScheduleD/TotalExpensesPerForm990Amt02645438
IRS990ScheduleD/TotalRevenuePerForm990Amt02682769
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt02694274
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt02656943
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE FOLLOWING BOARD MEMBERS SIGNED SERVICE AGREEMENTS ON BEHALF OF THEIR NOT-FOR-PROFIT ORGANIZATIONS OR AGENCIES FOR THE DELIVERY OF GRANT SERVICES: MICHAEL FAULKNER - LEDWITH LEWIS FREE CLINIC KATHY VESLEY - MASSEY, BAY AGING BOARD MEMBER, ANNA MCKEAN SIGNED A SERVICE AGREEMENT ON BEHALF OF HER EMPLOYER, FOR-PROFIT COMPANY MASTER CENTER FOR ADDICTION MEDICINE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1VOLUNTEERS SERVE AS BOARD MEMBERS AND ALTERNATES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DONNA DITTMAN HALE, MHA, CTC PROVIDED MANAGEMENT SERVICES. SHE IS SELF- EMPLOYED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE TREASURER OF THE BOARD OF DIRECTORS REVIEWS THE 990 AND OBTAINS ANSWERS TO ANY QUESTIONS. THE TREASURER PRESENTS THE 990 AT THE NEXT MEETING OF EITHER THE FULL BOARD OR THE EXECUTIVE COMMITTEE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4CONFLICT OF INTEREST DISCLOSURES ARE MADE TO THE BOARD. A DETERMINATION IS MADE BY MAJORITY VOTE WHETHER THE DISCLOSURE SHOWS THAT A CONFLICT OF INTEREST EXISTS OR CAN REASONABLY BE CONSTRUED TO EXIST. IF A CONFLICT IS DEEMED TO EXIST APPROPRIATE SAFEGUARDS ARE PUT IN PLACE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE EXECUTIVE COMMITTEE REVIEWS THE PERFORMANCE OF THE EXECUTIVE DIRECTOR ANNUALLY AND PROPOSES CHANGES IN HER/HIS COMPENSATION, WITH A MOTION PROPOSED BY AN OFFICER AND A VOTE OF THE COMMITTEE. THE EXECUTIVE COMMITTEE REPORTS ON THIS ACTION TO THE FULL BOARD OF DIRECTORS. THE POTENTIAL LEVEL OF COMPENSATION FOR EMPLOYEES IS INCLUDED AS A BUDGET LINE ITEM WHEN THE TREASURER PROPOSES A MOTION ON THE ORGANIZATION'S FISCAL YEAR BUDGET.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6GOVERNING DOCUMENTS AND OTHER DOCUMENTS ARE AVAILABLE TO THE PUBLIC FOR REVIEW BY REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7PROJECT PARTNER SERVICES 1,796,623 0 0 TRAINING SERVICES 203,918 0 0 OTHER CONTRACTORS 31,970 4,678 2,340 STRATEGIC PLANNING 39,250 0 0 RCC PROJECT MANAGEMENT 104,213 0 0 TOTAL 2,175,974 4,678 2,340
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 1, PART I, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990, PART IX, LINE 11G
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false

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