Civic Intelligence

Medserve

990 • Fiscal year 2022 • EIN 47-5201961

Jan 01, 2022 to Dec 31, 2022 • Filed on Dec 12, 2023

Organization ProfileMED-SERVE.ORG
635 Sugarberry RoadChapel Hill, NC 27514

(703) 999-6334

Siviq Scores

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

Liabilities / Assets

24th percentile

0.01x

Higher debt load relative to assets than 24% of similar nonprofits.

2022 filings • NTEE E • $1M-$5M nonprofits • Source year 2022

Liabilities / Revenue

19th percentile

0.00x

Higher debt load relative to revenue than 19% of similar nonprofits.

2022 filings • NTEE E • $1M-$5M nonprofits • Source year 2022

Net Margin

81st percentile

30%

Higher net margin than 81% of similar nonprofits.

2022 filings • NTEE E • $1M-$5M nonprofits • Source year 2022

Top Officer Pay

52nd percentile

$89,083

Higher top officer pay than 52% of similar nonprofits.

Top officer pay equals 5.4% of source-year revenue.

2022 filings • NTEE E • $1M-$5M nonprofits • Source year 2022

Asset Growth

96th percentile

165%

Faster asset growth than 96% of similar nonprofits.

2022 filings • NTEE E • $1M-$5M nonprofits • Annualized from 2021 to 2022

Revenue Growth

84th percentile

45%

Faster revenue growth than 84% of similar nonprofits.

2022 filings • NTEE E • $1M-$5M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets24th percentile

Assets

Up

$813,217

Up $506,190 (+165%) from 2021

Net Assets

Up

$808,951

Up $502,290 (+164%) from 2021

Liabilities

Up

$4,266

Up $3,900 (+1066%) from 2021

Revenue And Expenses
Liabilities / Revenue19th percentileNet Margin81st percentile

Revenue

Up

$1,656,669

Up $510,999 (+45%) from 2021

Expenses

Up

$1,154,379

Up $64,015 (+5.9%) from 2021

Net Income

Up

$502,290

Up $446,984 (+808%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth96th 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

2022

Assets$813,217
Liabilities$4,266
Net Assets$808,951
Open 2022 Filing

Operations Trend

Revenue Growth84th 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

2022

Revenue$1,656,669
Expenses$1,154,379
Net Income$502,290
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Dec 12, 2023
Return Version
2022v5.0
Gross Receipts
$1,656,669
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 tomorrow's most promising future providers (continued on schedule o)

Balance Sheet Detail
LineBeginningEndChange
Assets
Pledges and Grants Receivable$231,735$641,371▲ $409,636
Cash and Non-Interest-Bearing Accounts$75,292$171,846▲ $96,554
Total Assets$307,027$813,217▲ $506,190
Liabilities
Accounts Payable and Accrued Expenses$366$4,266▲ $3,900
Total Liabilities$366$4,266▲ $3,900
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$214,994$808,951▲ $593,957
Net Assets With Donor Restrictions$91,667--
Total Net Assets Fund Balance$306,661$808,951▲ $502,290
Total Liabilities and Net Assets / Fund Balance$307,027$813,217▲ $506,190
Compensation and Service Providers
Top Officer Pay52nd percentile

Employees

NameTitleFull / Part TimeBaseTotal
Amanda GallinaExecutive DiFT$89,083$89,083

Board Members and Trustees

NameTitle
PATRICK O'SHEAPresident
Brittiany PierceBoard Member
Erin WorshamBoard Member
Lisa HolmesBoard Member
Warren NewtonBoard Member
Revenue and Support

Revenue Composition

Contributions and Grants
$1,627,749
Program Service Revenue
$28,920
Investment Income
$0
Other Revenue
$0
All Other Contributions
$81,756
Change in Net Assets
$502,290

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,656,669
Revenue Not Reported on Form 990
$441,800
Total Revenue per Audited Statements
$2,098,469
Total Revenue per Form 990
$1,656,669
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$742,295
Other Expenses$412,084
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$570,502$20,739-$591,241
Other Expenses$302,394$7,859-$310,253
Current Officers, Directors, Trustees, and Key Employees$85,958$3,125-$89,083
Payroll Taxes$49,539$1,801-$51,340
Travel$38,365$632-$38,997
Fees for Services Accounting$31,550--$31,550
Fees for Services Other$24,508--$24,508
Other Employee Benefits$10,258$373-$10,631
Office Expenses$763$3,036-$3,799
Conferences and Meetings$2,485--$2,485
Insurance-$492-$492
Total Functional Expenses$1,116,322$38,057$0$1,154,379

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$1,596,179
Expenses per Audited Statements$1,154,379
Total Expenses per Form 990$1,154,379
Expenses Not Reported on Form 990$441,800
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
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, Page 6, Part VI, Line 11B

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

Form 990, Page 6, 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.”

Form 990, Page 6, 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.”

Form 990, Page 6, 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.”

Form 990, Page 6, 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
Phone
7039996334
Address
635 SUGARBERRY ROAD, CHAPEL HILL, NC 27514

Signing Officer

Name
PATRICK O'SHEA
Title
President
Phone
7039996334
Signed
2023-12-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
PATRICK O'SHEA
Formed
2016
Legal Domicile
Nc
Voting Board Members
5
Independent Board Members
5
Employees
77
Volunteers
20

Preparer

Firm
1source Partners
Address
701 S HOWARD AVE STE 203, TAMPA, FL 33606
Preparer
Paul Degance
Phone
8132547222
Supplemental Narrative

Additional Explanations

Form 990, Part III

“Continued from part iii, line 1 to the great potential for community impact possible through primary care.”

Financial Statement Notes

Schedule D, Page 3, 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, 2022, 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, 2022. Should the organization's tax-exempt status be challenged in the future, the organization's 2020, 2021, and 2022 tax year are open for examination by the irs.”

Raw XML Appendix347 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, 2022, 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, 2022. SHOULD THE ORGANIZATION'S TAX-EXEMPT STATUS BE CHALLENGED IN THE FUTURE, THE ORGANIZATION'S 2020, 2021, AND 2022 TAX YEAR ARE OPEN FOR EXAMINATION BY THE IRS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PAGE 3, PART X
IRS990ScheduleD/TotalExpensesPerForm990Amt01154379
IRS990ScheduleD/TotalRevenuePerForm990Amt01656669
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt02098469
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt01596179
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IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0CONTINUED FROM PART III, LINE 1 TO THE GREAT POTENTIAL FOR COMMUNITY IMPACT POSSIBLE THROUGH PRIMARY CARE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1SPECIFIC BOARD MEMBERS AND SENIOR STAFF WERE ASSIGNED TO REVIEW THIS 990 BASED ON RESPECTIVE EXPERTISE AND BOARD-ASSIGNED TASKS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ON 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/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/ExplanationTxt4MEDSERVE 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/ExplanationTxt5GOVERNING DOCUMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. THE FORM 990 IS MADE AVAILABLE TO THE PUBLIC VIA GUIDESTAR.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART III
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 15B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 19
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IRS990/SubjectToExcsTaxNetInvstIncInd0false
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IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0307027
IRS990/TotalAssetsEOYAmt0813217
IRS990/TotalAssetsGrp/BOYAmt0307027
IRS990/TotalAssetsGrp/EOYAmt0813217
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt01627749
IRS990/TotalEmployeeCnt077
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt038057
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt01116322
IRS990/TotalFunctionalExpensesGrp/TotalAmt01154379
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0366
IRS990/TotalLiabilitiesEOYAmt04266
IRS990/TotalLiabilitiesGrp/BOYAmt0366
IRS990/TotalLiabilitiesGrp/EOYAmt04266
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0306661
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0808951
IRS990/TotalProgramServiceExpensesAmt01116322
IRS990/TotalProgramServiceRevenueAmt028920
IRS990/TotalReportableCompFromOrgAmt089083
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt028920
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01656669
IRS990/TotalVolunteersCnt020
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0307027
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0813217
IRS990/TravelGrp/ManagementAndGeneralAmt0632
IRS990/TravelGrp/ProgramServicesAmt038365
IRS990/TravelGrp/TotalAmt038997
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
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IRS990/USAddress/CityNm0CHAPEL HILL
IRS990/USAddress/StateAbbreviationCd0NC
IRS990/USAddress/ZIPCd027514
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt05
IRS990/WebsiteAddressTxt0HTTP://MED-SERVE.ORG
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0PATRICK O'SHEA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum07039996334
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-12-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MEDSERVE
ReturnHeader/Filer/BusinessNameControlTxt0MEDS
ReturnHeader/Filer/EIN0475201961
ReturnHeader/Filer/PhoneNum07039996334
ReturnHeader/Filer/USAddress/AddressLine1Txt0635 SUGARBERRY ROAD
ReturnHeader/Filer/USAddress/CityNm0CHAPEL HILL
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
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ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0811343524
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt01SOURCE PARTNERS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0701 S HOWARD AVE STE 203
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0TAMPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd033606
ReturnHeader/PreparerPersonGrp/PhoneNum08132547222
ReturnHeader/PreparerPersonGrp/PreparationDt02023-12-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0PAUL DEGANCE
ReturnHeader/ReturnTs02023-12-21T12:54:11-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0PATRICK
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0OSHEA
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$813,217
Liabilities
$4,266
Net assets
$808,951
Revenue
$1,656,669
Expenses
$1,154,379
Net income
$502,290
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
2022Detailed filing. Detailed filing data is available for this year.$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
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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