Civic Intelligence

Medserve

990 • Fiscal year 2023 • EIN 47-5201961

Jan 01, 2023 to Dec 31, 2023 • Filed on Nov 18, 2024

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

14th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2023 filings • NTEE E • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

13th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2023 filings • NTEE E • $1M-$5M nonprofits • Source year 2023

Net Margin

76th percentile

20%

Higher net margin than 76% of similar nonprofits.

2023 filings • NTEE E • $1M-$5M nonprofits • Source year 2023

Top Officer Pay

52nd percentile

$92,000

Higher top officer pay than 52% of similar nonprofits.

Top officer pay equals 6.1% of source-year revenue.

2023 filings • NTEE E • $1M-$5M nonprofits • Source year 2023

Asset Growth

87th percentile

37%

Faster asset growth than 87% of similar nonprofits.

2023 filings • NTEE E • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

25th percentile

-9.7%

Faster revenue growth than 25% of similar nonprofits.

2023 filings • NTEE E • $1M-$5M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets14th percentile

Assets

Up

$1,110,468

Up $297,251 (+37%) from 2022

Net Assets

Up

$1,110,468

Up $301,517 (+37%) from 2022

Liabilities

Down

$0

Down $4,266 (-100%) from 2022

Revenue And Expenses
Liabilities / Revenue13th percentileNet Margin76th percentile

Revenue

Down

$1,496,129

Down $160,540 (-9.7%) from 2022

Expenses

Up

$1,194,612

Up $40,233 (+3.5%) from 2022

Net Income

Down

$301,517

Down $200,773 (-40%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth87th 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

2023

Assets$1,110,468
Liabilities$0
Net Assets$1,110,468
Open 2023 Filing

Operations Trend

Revenue Growth25th 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

2023

Revenue$1,496,129
Expenses$1,194,612
Net Income$301,517
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Nov 18, 2024
Return Version
2023v5.0
Gross Receipts
$1,496,129
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
Cash and Non-Interest-Bearing Accounts$171,846$830,241▲ $658,395
Pledges and Grants Receivable$641,371$280,227▼ $361,144
Total Assets$813,217$1,110,468▲ $297,251
Liabilities
Accounts Payable and Accrued Expenses$4,266--
Total Liabilities$4,266$0▼ $4,266
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$808,951$1,110,468▲ $301,517
Total Net Assets Fund Balance$808,951$1,110,468▲ $301,517
Total Liabilities and Net Assets / Fund Balance$813,217$1,110,468▲ $297,251
Compensation and Service Providers
Top Officer Pay52nd percentile

Employees

NameTitleFull / Part TimeBaseTotal
Amanda GallinaExecutive DiFT$92,000$92,000

Board Members and Trustees

NameTitle
PATRICK O'SHEAPresident
Brittany PierceBoard Member
Erin WorshamBoard Member
Jiyun ChangBoard Member
Lisa HolmesBoard Member
Steven ManningBoard Member
Warren NewtonBoard Member
Revenue and Support

Revenue Composition

Contributions and Grants
$1,473,146
Program Service Revenue
$22,983
Investment Income
$0
Other Revenue
$0
All Other Contributions
$103,374
Change in Net Assets
$301,517

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,496,129
Revenue Not Reported on Form 990
$572,418
Total Revenue per Audited Statements
$2,068,547
Total Revenue per Form 990
$1,496,129
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$999,470
Other Expenses$195,142
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$796,904$28,914-$825,818
Current Officers, Directors, Trustees, and Key Employees$88,909$3,091-$92,000
Payroll Taxes$67,988$2,364-$70,352
Travel$63,199$110-$63,309
Fees for Services Accounting$38,315--$38,315
Fees for Services Other$34,748--$34,748
Other Employee Benefits$10,920$380-$11,300
Office Expenses$4,045$3,803-$7,848
Conferences and Meetings$2,392--$2,392
Other Expenses$1,500$25,815-$1,500
Insurance$884$542-$1,426
Total Functional Expenses$1,129,593$65,019$0$1,194,612

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$1,767,030
Expenses per Audited Statements$1,194,612
Total Expenses per Form 990$1,194,612
Expenses Not Reported on Form 990$572,418
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
2024-11-18
Discuss with paid preparer
Yes

Organization Details

Principal Officer
PATRICK O'SHEA
Formed
2016
Legal Domicile
Nc
Voting Board Members
7
Independent Board Members
7
Employees
100
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, 2023, 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, 2023. Should the organization's tax-exempt status be challenged in the future, the organization's 2020, 2021, 2022, and 2023 tax year are open for examination by the irs.”

Raw XML Appendix357 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, 2023, 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, 2023. SHOULD THE ORGANIZATION'S TAX-EXEMPT STATUS BE CHALLENGED IN THE FUTURE, THE ORGANIZATION'S 2020, 2021, 2022, AND 2023 TAX YEAR ARE OPEN FOR EXAMINATION BY THE IRS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PAGE 3, PART X
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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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ReturnHeader/BusinessOfficerGrp/PersonNm0PATRICK O'SHEA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
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ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt01SOURCE PARTNERS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0701 S HOWARD AVE STE 203
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0TAMPA
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ReturnHeader/PreparerPersonGrp/PreparationDt02024-11-18
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0PAUL DEGANCE
ReturnHeader/ReturnTs02024-11-30T20:55:38-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,110,468
Liabilities
$0
Net assets
$1,110,468
Revenue
$1,496,129
Expenses
$1,194,612
Net income
$301,517
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
2023Detailed filing. Detailed filing data is available for this year.$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
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