Civic Intelligence

Medserve

990 • Fiscal year 2020 • EIN 47-5201961

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 15, 2021

Organization ProfileWWW.MED-SERVE.ORG
1212 Louise AveCharlotte, NC 28205

(208) 287-4777

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

58th percentile

0.08x

Higher debt load relative to assets than 58% of similar nonprofits.

2020 filings • NTEE E • $500k-$1M nonprofits • Source year 2020

Liabilities / Revenue

44th percentile

0.02x

Higher debt load relative to revenue than 44% of similar nonprofits.

2020 filings • NTEE E • $500k-$1M nonprofits • Source year 2020

Net Margin

46th percentile

4.6%

Higher net margin than 46% of similar nonprofits.

2020 filings • NTEE E • $500k-$1M nonprofits • Source year 2020

Top Officer Pay

58th percentile

$12,500

Higher top officer pay than 58% of similar nonprofits.

Top officer pay equals 1.3% of source-year revenue.

2020 filings • NTEE E • $500k-$1M nonprofits • Source year 2020

Asset Growth

7th percentile

-18%

Faster asset growth than 7% of similar nonprofits.

2020 filings • NTEE E • $500k-$1M nonprofits • Annualized from 2019 to 2020

Revenue Growth

93rd percentile

99%

Faster revenue growth than 93% of similar nonprofits.

2020 filings • NTEE E • $500k-$1M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets58th percentile

Assets

Down

$273,392

Down $60,032 (-18%) from 2019

Net Assets

Up

$251,355

Up $44,101 (+21%) from 2019

Liabilities

Down

$22,037

Down $104,133 (-83%) from 2019

Revenue And Expenses
Liabilities / Revenue44th percentileNet Margin46th percentile

Revenue

Up

$962,045

Up $478,250 (+99%) from 2019

Expenses

Up

$917,944

Up $311,616 (+51%) from 2019

Net Income

Up

$44,101

Up $166,634 (+136%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth7th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$1.5M$1.0M$500K$0Assets 2017: $7,408Liabilities 2017: $0Net Assets 2017: $7,4082017Assets 2018: $189,295Liabilities 2018: $0Net Assets 2018: $189,2952018Assets 2019: $333,424Liabilities 2019: $126,170Net Assets 2019: $207,2542019Assets 2020: $273,392Liabilities 2020: $22,037Net Assets 2020: $251,3552020Assets 2021: $307,027Liabilities 2021: $366Net Assets 2021: $306,6612021Assets 2022: $813,217Liabilities 2022: $4,266Net Assets 2022: $808,9512022Assets 2023: $1,110,468Liabilities 2023: $0Net Assets 2023: $1,110,4682023Assets 2024: $1,472,430Liabilities 2024: $0Net Assets 2024: $1,472,4302024

Highlighted filing

2020

Assets$273,392
Liabilities$22,037
Net Assets$251,355
Open 2020 Filing

Operations Trend

Revenue Growth93rd percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$2.0M$1.5M$1.0M$500K$0-$500KRevenue 2017: $147,503Expenses 2017: $202,595Net Income 2017: -$55,0922017Revenue 2018: $288,304Expenses 2018: $214,863Net Income 2018: $73,4412018Revenue 2019: $483,795Expenses 2019: $606,328Net Income 2019: -$122,5332019Revenue 2020: $962,045Expenses 2020: $917,944Net Income 2020: $44,1012020Revenue 2021: $1,145,670Expenses 2021: $1,090,364Net Income 2021: $55,3062021Revenue 2022: $1,656,669Expenses 2022: $1,154,379Net Income 2022: $502,2902022Revenue 2023: $1,496,129Expenses 2023: $1,194,612Net Income 2023: $301,5172023Revenue 2024: $1,664,922Expenses 2024: $1,303,095Net Income 2024: $361,8272024

Highlighted filing

2020

Revenue$962,045
Expenses$917,944
Net Income$44,101
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 15, 2021
Return Version
2020v4.1
Gross Receipts
$962,045
Mission and Program Overview

Mission

Our mission is to immediately improve the health of communities and vitality of primary care practices while exposing tomorrow's most promising future providers to the great potential for community impact possible through primary care practice in "medically underserved" communities. We see a future where every medical student starts his or her medical education seeing the full potential of great community-based primary care. For too long, medical education has largely been separated from the transformative work being done in smaller communities. We believe that immersion in the best of rural and other community-based primary care is a necessary step to encouraging the next generation of primary care providers.

Our mission is to immediately improve the health of communities and vitality of primary care practices while exposing tomorrows most promising future providers to the great potential for community impact possible through primary care (continued on schedule o, statement 2)

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$233,424$195,060▼ $38,364
Accounts Receivable$100,000--
Pledges and Grants Receivable-$78,332-
Total Assets$333,424$273,392▼ $60,032
Liabilities
Unsecured Notes Loans Payable-$21,893-
Accounts Payable and Accrued Expenses$126,170$144▼ $126,026
Total Liabilities$126,170$22,037▼ $104,133
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$12,299$159,688▲ $147,389
Net Assets With Donor Restrictions$194,955$91,667▼ $103,288
Total Net Assets Fund Balance$207,254$251,355▲ $44,101
Total Liabilities and Net Assets / Fund Balance$333,424$273,392▼ $60,032
Compensation and Service Providers
Top Officer Pay58th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Amanda GallinaExecutive DirectorFT$12,500$12,500

Board Members and Trustees

NameTitle
Anne SteptoePresident
Patrick OsheaVice President
Erin WorshamBoard Member
Warren NewtonBoard Member
Revenue and Support

Revenue Composition

Contributions and Grants
$962,045
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$0
All Other Contributions
$47,754
Change in Net Assets
$44,101

Audited Revenue Reconciliation

Revenue per Audited Statements
$962,045
Revenue Not Reported on Form 990
$672,505
Total Revenue per Audited Statements
$1,634,550
Total Revenue per Form 990
$962,045
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$677,392
Salaries, Compensation, and Employee Benefits$237,008
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Expenses$278,327--$278,327
Other Salaries and Wages$206,803--$206,803
Fees for Services Other$62,323$1,622-$63,945
Fees for Services Accounting-$22,330-$22,330
Payroll Taxes$16,466$1,239-$17,705
Current Officers, Directors, Trustees, and Key Employees$12,500--$12,500
Conferences and Meetings$4,949--$4,949
Insurance-$4,193-$4,193
Office Expenses$3,550$94-$3,644
Benefits to Members$3,544--$3,544
Travel$3,045--$3,045
Occupancy$1,043$1,564-$2,607
Interest-$144-$144
Total Functional Expenses$886,758$31,186$0$917,944

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$1,590,449
Expenses per Audited Statements$917,944
Total Expenses per Form 990$917,944
Expenses Not Reported on Form 990$672,505
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
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
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990 governing body review Part VI line 11

“Specific board members and senior staff were assigned to review this 990 based on respective expertise and board-assigned tasks.”

Conflict of interest policy compliance Part VI line 12C

“On an annual basis, each individual is asked to disclose any relationships with people or organizations partnering with medserve (to understand presence of conflict of interest). Future proposed transactions will be matched against the list as a means of identifying possible conflicts.”

CEO executive director top management comp Part VI line 15A

“Medserve utilizes market rate as a standard for calculating pay, surveying and polling other programs with similar missions, size, and geographic locale - offering comparable, reasonable compensation for key employees and leadership.”

Other officer or key employee compensation Part VI line 15B

“Medserve utilizes market rate as a standard for calculating pay, surveying and polling other programs with similar missions, size, and geographic locale - offering comparable, reasonable compensation for key employees and leadership.”

Governing documents etc available to public Part VI line 19

“Governing documents are made available to the public upon request. The form 990 is made available to the public via guidestar.”

Filing and Contact Details

Filer

Filer Name
Medserve
EIN
47-5201961
Address
1212 LOUISE AVE, CHARLOTTE, NC 28205

Signing Officer

Name
Patrick Oshea
Title
Vice President
Phone
7039996334
Signed
2021-11-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Anne Steptoe
Formed
2016
Legal Domicile
Nc
Voting Board Members
4
Independent Board Members
4
Employees
10
Volunteers
25

Preparer

Firm
1Source Partners
Address
701 S Howard Ave Suite 203, Tampa, FL 33606
Preparer
Paul DeGance
Phone
8132547222
Supplemental Narrative

Financial Statement Notes

Footnote for uncertain tax position under FIN 48 (Part X)

“The organization qualifies as a tax-exempt organization under section 501(c)(3) of the internal revenue code (irc). The organization periodically assesses whether it has incurred income tax expense or related interest or penalties in accordance with accounting for uncertain tax positions. No such amounts were recognized for the year ending december 31, 2020, respectively. The organization follows the income tax standard for uncertain tax positions. The organization has evaluated their tax positions and determined they have no uncertain tax positions as of december 31, 2020. Should the organizations tax-exempt status be challenged in the future, the organizations 2018, 2019, and 2020 tax year are open for examination by the irs.”

Raw XML Appendix344 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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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION QUALIFIES AS A TAX-EXEMPT ORGANIZATION UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (IRC). THE ORGANIZATION PERIODICALLY ASSESSES WHETHER IT HAS INCURRED INCOME TAX EXPENSE OR RELATED INTEREST OR PENALTIES IN ACCORDANCE WITH ACCOUNTING FOR UNCERTAIN TAX POSITIONS. NO SUCH AMOUNTS WERE RECOGNIZED FOR THE YEAR ENDING DECEMBER 31, 2020, RESPECTIVELY. THE ORGANIZATION FOLLOWS THE INCOME TAX STANDARD FOR UNCERTAIN TAX POSITIONS. THE ORGANIZATION HAS EVALUATED THEIR TAX POSITIONS AND DETERMINED THEY HAVE NO UNCERTAIN TAX POSITIONS AS OF DECEMBER 31, 2020. SHOULD THE ORGANIZATIONS TAX-EXEMPT STATUS BE CHALLENGED IN THE FUTURE, THE ORGANIZATIONS 2018, 2019, AND 2020 TAX YEAR ARE OPEN FOR EXAMINATION BY THE IRS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Footnote for uncertain tax position under FIN 48 (Part X)
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0SPECIFIC BOARD MEMBERS AND SENIOR STAFF WERE ASSIGNED TO REVIEW THIS 990 BASED ON RESPECTIVE EXPERTISE AND BOARD-ASSIGNED TASKS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ON AN ANNUAL BASIS, EACH INDIVIDUAL IS ASKED TO DISCLOSE ANY RELATIONSHIPS WITH PEOPLE OR ORGANIZATIONS PARTNERING WITH MEDSERVE (TO UNDERSTAND PRESENCE OF CONFLICT OF INTEREST). FUTURE PROPOSED TRANSACTIONS WILL BE MATCHED AGAINST THE LIST AS A MEANS OF IDENTIFYING POSSIBLE CONFLICTS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2MEDSERVE UTILIZES MARKET RATE AS A STANDARD FOR CALCULATING PAY, SURVEYING AND POLLING OTHER PROGRAMS WITH SIMILAR MISSIONS, SIZE, AND GEOGRAPHIC LOCALE - OFFERING COMPARABLE, REASONABLE COMPENSATION FOR KEY EMPLOYEES AND LEADERSHIP.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3MEDSERVE UTILIZES MARKET RATE AS A STANDARD FOR CALCULATING PAY, SURVEYING AND POLLING OTHER PROGRAMS WITH SIMILAR MISSIONS, SIZE, AND GEOGRAPHIC LOCALE - OFFERING COMPARABLE, REASONABLE COMPENSATION FOR KEY EMPLOYEES AND LEADERSHIP.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4GOVERNING DOCUMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. THE FORM 990 IS MADE AVAILABLE TO THE PUBLIC VIA GUIDESTAR.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990 governing body review Part VI line 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Conflict of interest policy compliance Part VI line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2CEO executive director top management comp Part VI line 15a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other officer or key employee compensation Part VI line 15b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Governing documents etc available to public Part VI line 19
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IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0886758
IRS990/TotalFunctionalExpensesGrp/TotalAmt0917944
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IRS990/TotalProgramServiceExpensesAmt0886758
IRS990/TotalReportableCompFromOrgAmt012500
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0962045
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
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ReturnHeader/BusinessOfficerGrp/PersonNm0PATRICK OSHEA
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ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MEDSERVE
ReturnHeader/Filer/BusinessNameControlTxt0MEDS
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ReturnHeader/Filer/USAddress/AddressLine1Txt01212 LOUISE AVE
ReturnHeader/Filer/USAddress/CityNm0CHARLOTTE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd028205
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0811343524
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt01Source Partners
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0701 S Howard Ave Suite 203
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Tampa
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd033606
ReturnHeader/PreparerPersonGrp/PhoneNum08132547222
ReturnHeader/PreparerPersonGrp/PreparationDt02021-11-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Paul DeGance
ReturnHeader/ReturnTs02021-11-15T16:50:19-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0PATRICK
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ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$273,392
Liabilities
$22,037
Net assets
$251,355
Revenue
$962,045
Expenses
$917,944
Net income
$44,101
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.47$0.00$1.47$1.66$1.30$0.36
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.11$0.00$1.11$1.50$1.19$0.30
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.81$0.00$0.81$1.66$1.15$0.50
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.31$0.00$0.31$1.15$1.09$0.06
2020Detailed filing. Detailed filing data is available for this year.$0.27$0.02$0.25$0.96$0.92$0.04
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.33$0.13$0.21$0.48$0.61$0.12
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.19$0.00$0.19$0.29$0.21$0.07
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.01$0.00$0.01$0.15$0.20$0.06