Civic Intelligence

Senior Pharmassist Inc.

990 • Fiscal year 2016 • EIN 56-2084639

Jul 01, 2015 to Jun 30, 2016 • Filed on Oct 11, 2016

Organization Profilewww.seniorpharmassist.org
406 RIGSBEE AVE Room 201Durham, NC 27701-2186

(919) 688-4772

Siviq Scores

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

Liabilities / Assets

24th percentile

0.00x

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

2016 filings • NTEE E • $500k-$1M nonprofits • Source year 2016

Liabilities / Revenue

24th percentile

0.00x

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

2016 filings • NTEE E • $500k-$1M nonprofits • Source year 2016

Net Margin

73rd percentile

13%

Higher net margin than 73% of similar nonprofits.

2016 filings • NTEE E • $500k-$1M nonprofits • Source year 2016

Top Officer Pay

81st percentile

$86,095

Higher top officer pay than 81% of similar nonprofits.

Top officer pay equals 10.4% of source-year revenue.

2016 filings • NTEE E • $500k-$1M nonprofits • Source year 2016

Asset Growth

71st percentile

13%

Faster asset growth than 71% of similar nonprofits.

2016 filings • NTEE E • $500k-$1M nonprofits • Annualized from 2015 to 2016

Revenue Growth

55th percentile

6.9%

Faster revenue growth than 55% of similar nonprofits.

2016 filings • NTEE E • $500k-$1M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets24th percentile

Assets

Up

$932,391

Up $109,082 (+13%) from 2015

Net Assets

Up

$931,668

Up $109,310 (+13%) from 2015

Liabilities

Down

$723

Down $228 (-24%) from 2015

Revenue And Expenses
Liabilities / Revenue24th percentileNet Margin73rd percentile

Revenue

Up

$824,107

Up $52,960 (+6.9%) from 2015

Expenses

Up

$714,797

Up $25,112 (+3.6%) from 2015

Net Income

Up

$109,310

Up $27,848 (+34%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth71st percentile

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2011: $299,170Liabilities 2011: $313Net Assets 2011: $298,8572011Assets 2012: $561,614Liabilities 2012: $17,232Net Assets 2012: $544,3822012Assets 2013: $595,163Liabilities 2013: $48,164Net Assets 2013: $546,9992013Assets 2014: $742,063Liabilities 2014: $1,167Net Assets 2014: $740,8962014Assets 2015: $823,309Liabilities 2015: $951Net Assets 2015: $822,3582015Assets 2016: $932,391Liabilities 2016: $723Net Assets 2016: $931,6682016Assets 2017: $1,067,727Liabilities 2017: $284Net Assets 2017: $1,067,4432017Assets 2018: $1,441,902Liabilities 2018: $43Net Assets 2018: $1,441,8592018Assets 2019: $1,640,477Liabilities 2019: $24,150Net Assets 2019: $1,616,3272019Assets 2020: $1,849,334Liabilities 2020: $110,518Net Assets 2020: $1,738,8162020Assets 2021: $2,548,511Liabilities 2021: $456Net Assets 2021: $2,548,0552021Assets 2022: $2,237,407Liabilities 2022: $420Net Assets 2022: $2,236,9872022Assets 2023: $2,643,236Liabilities 2023: $316Net Assets 2023: $2,642,9202023Assets 2024: $3,071,412Liabilities 2024: $25,806Net Assets 2024: $3,045,6062024Assets 2025: $3,177,874Liabilities 2025: $11,763Net Assets 2025: $3,166,1112025

Highlighted filing

2016

Assets$932,391
Liabilities$723
Net Assets$931,668
Open 2016 Filing

Operations Trend

Revenue Growth55th percentile

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

$2.0M$1.0M$0-$1.0MExpenses 2011: $637,7632011Expenses 2012: $679,2412012Expenses 2013: $753,1342013Revenue 2014: $842,052Expenses 2014: $648,155Net Income 2014: $193,8972014Revenue 2015: $771,147Expenses 2015: $689,685Net Income 2015: $81,4622015Revenue 2016: $824,107Expenses 2016: $714,797Net Income 2016: $109,3102016Revenue 2017: $889,163Expenses 2017: $753,388Net Income 2017: $135,7752017Revenue 2018: $1,199,830Expenses 2018: $825,414Net Income 2018: $374,4162018Revenue 2019: $1,091,281Expenses 2019: $920,335Net Income 2019: $170,9462019Revenue 2020: $1,052,437Expenses 2020: $929,948Net Income 2020: $122,4892020Revenue 2021: $1,781,429Expenses 2021: $972,190Net Income 2021: $809,2392021Revenue 2022: $618,446Expenses 2022: $929,514Net Income 2022: -$311,0682022Revenue 2023: $1,349,747Expenses 2023: $993,929Net Income 2023: $355,8182023Revenue 2024: $1,487,226Expenses 2024: $1,101,575Net Income 2024: $385,6512024Revenue 2025: $1,296,966Expenses 2025: $1,260,141Net Income 2025: $36,8252025

Highlighted filing

2016

Revenue$824,107
Expenses$714,797
Net Income$109,310
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Oct 11, 2016
Return Version
2015v2.1
Gross Receipts
$833,014
Mission and Program Overview

Mission

Senior pharmassist promotes healthier living for durham seniors by helping them obtain and better manage needed medications and by providing health education, medicare insurance counseling, community referral, and advocacy.

Senior pharmassist helps seniors obtain and better manage needed medications and provides health education, medicare insurance counseling and community referral.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$372,801$397,092▲ $24,291
Investments in Publicly Traded Securities$291,157$380,798▲ $89,641
Investments Other Securities$154,035$150,911▼ $3,124
Land, Buildings, and Equipment, Net$3,424$1,572▼ $1,852
Cash and Non-Interest-Bearing Accounts$16$142▲ $126
Total Assets$823,309$932,391▲ $109,082
Other Assets Total$1,876$1,876→ $0
Liabilities
Accounts Payable and Accrued Expenses$951$723▼ $228
Total Liabilities$951$723▼ $228
Net Assets / Fund Balance
Unrestricted Net Assets$822,358$931,668▲ $109,310
Total Net Assets Fund Balance$822,358$931,668▲ $109,310
Total Liabilities and Net Assets / Fund Balance$823,309$932,391▲ $109,082

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$1,572$20,760$22,332
Other Securities$150,911--
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseTotal
Gina UpchurchExecutive DirectorFT$86,095$86,095

Board Members and Trustees

NameTitle
Amy CsorbaPresident
Eddie CaffreyVice President
Chuck WilsonDirector
Colleen FitzpatrickDirector
David HalpernDirector
Diane WrightDirector
Eugene DauchertDirector
James J JonesDirector
Jimmie HawkinsDirector
John He StellingDirector
Kay WellemeyerDirector
Laura HansonDirector
Lynn H SpragensDirector
Steve DedrickDirector
Susan SorrellsDirector
Tom BaconDirector
Tiwanna BazemoreSecretary
Rosa NolenTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$781,365
Program Service Revenue
$43,511
Investment Income
$7,896
Other Revenue
$-8,665
All Other Contributions
$587,610
Change in Net Assets
$109,310

Audited Revenue Reconciliation

Revenue per Audited Statements
$833,014
Revenue Not Reported on Financial Statements
$-8,907
Other Revenue Adjustments
$-8,907
Total Revenue per Audited Statements
$833,014
Total Revenue per Form 990
$824,107
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$539,145
Other Expenses$90,218
Total Fundraising Expense$86,294
Grants and Similar Amounts Paid$85,434
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$309,960$22,095$46,198$378,253
Current Officers, Directors, Trustees, and Key Employees$51,657$17,219$17,219$86,095
Grants to Domestic Individuals$85,434--$85,434
Payroll Taxes$29,410$3,074$4,796$37,280
Occupancy$23,307$2,444$4,054$29,805
Other Employee Benefits$21,407$2,245$3,723$27,375
Office Expenses$14,002$1,383$5,567$20,952
Pension Plan Contributions$8,384$508$1,250$10,142
Fees for Services Accounting-$9,970-$9,970
Information Technology$6,588$786$1,759$9,133
Other Expenses$1,811$2,904$243$4,958
Insurance$2,925$246$407$3,578
Conferences and Meetings$2,394$128$255$2,777
Fees for Services Other$2,209$140$231$2,580
Depreciation Depletion$1,448$152$252$1,852
Fees for Service Investment Mgmnt Fees-$1,483-$1,483
Advertising$430$45$75$550
Travel$132-$1$133
Total Functional Expenses$563,644$64,859$86,294$714,797

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$723,704
Expenses per Audited Statements$714,797
Total Expenses per Form 990$714,797
Expenses Not Reported on Form 990$8,907
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$8,907
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Special Event$66,560-$2,035-
Total Events$66,560-$8,907$-8,907
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Federal income taxes-
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 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, Part VI, Section B, Line 11

“The finance committee and executive committee reviewed and approved Form 990 before it was submitted to the IRS on behalf of the board of directors and distributed to the entire board for review before submitting it to the IRS.”

Form 990, Part VI, Section B, Line 12C

“When new board members are oriented to Senior PharmAssist, they are given a copy of our board resolutions, including Conflict of Interest Policy and are required to abide by them. In addition, each year all board members are required to review a copy of our Conflict of Interest Statement and sign and date the policy affirming their understanding and acceptance or this requirement.”

Form 990, Part VI, Section B, Line 15

“Compensation of all paid staff and the Executive Director is a non-voting member of the Board of Directors is determined by the Finance Committee of the Board of Directors. These individuals are volunteers with no financial ties to the organization and the minutes are recorded in detail and kept on file.”

Form 990, Part VI, Section C, Line 19

“Currently our governing documents, conflict of interest policy and financial statements are available to the public upon request. Our annual report and audited financial statements are available on the agencys website.”

Filing and Contact Details

Filer

Filer Name
Senior Pharmassist Inc
EIN
56-2084639
Phone
9196884772
Address
406 RIGSBEE AVE Room 201, DURHAM, NC 27701-2186

Signing Officer

Name
Gina Upchurch
Title
Executive Director
Signed
2016-10-11
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Gina Upchurch
Formed
1998
Legal Domicile
Nc
Voting Board Members
18
Independent Board Members
18
Employees
11
Volunteers
80

Preparer

Firm
Karen Miller PC
Address
3900 Marklyn Pl, Hillsborough, NC 27278
Preparer
Karen Miller
Phone
9196434038
Supplemental Narrative

Additional Explanations

Form 990, Part XII, Line 1

“The organizations method of accounting is the modified cash basis.”

Financial Statement Notes

XI 4B

“Direct expenses for event income.”

XII 2D

“Direct expenses for event income.”

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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/TitleTxt1DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt14TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt15DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt16DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt17DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt18EXECUTIVE DIRECTOR
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IRS990/InformationTechnologyGrp/ProgramServicesAmt06588
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IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
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IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
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IRS990/OfficeExpensesGrp/FundraisingAmt05567
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IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
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IRS990/OtherAssetsTotalGrp/EOYAmt01876
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IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt022095
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0309960
IRS990/OtherSalariesAndWagesGrp/TotalAmt0378253
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt04796
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt03074
IRS990/PayrollTaxesGrp/ProgramServicesAmt029410
IRS990/PayrollTaxesGrp/TotalAmt037280
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IRS990/PensionPlanContributionsGrp/ProgramServicesAmt08384
IRS990/PensionPlanContributionsGrp/TotalAmt010142
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IRS990/ProgramServiceRevenueGrp/Desc2HOSTING CONFERENCES
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IRS990/PYOtherRevenueAmt0158
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IRS990/RelatedOrganizationCtrlEntInd0false
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IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0764361
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0816732
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0590102
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IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt05982
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt02679
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt01800

Document Assets

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Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$932,391
Liabilities
$723
Net assets
$931,668
Revenue
$824,107
Expenses
$714,797
Net income
$109,310
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$3.18$0.01$3.17$1.30$1.26$0.04
2024Detailed filing. Detailed filing data is available for this year.$3.07$0.03$3.05$1.49$1.10$0.39
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.64$0.00$2.64$1.35$0.99$0.36
2022Detailed filing. Detailed filing data is available for this year.$2.24$0.00$2.24$0.62$0.93$0.31
2021Detailed filing. Detailed filing data is available for this year.$2.55$0.00$2.55$1.78$0.97$0.81
2020Detailed filing. Detailed filing data is available for this year.$1.85$0.11$1.74$1.05$0.93$0.12
2019Detailed filing. Detailed filing data is available for this year.$1.64$0.02$1.62$1.09$0.92$0.17
2018Detailed filing. Detailed filing data is available for this year.$1.44$0.00$1.44$1.20$0.83$0.37
2017Detailed filing. Detailed filing data is available for this year.$1.07$0.00$1.07$0.89$0.75$0.14
2016Detailed filing. Detailed filing data is available for this year.$0.93$0.00$0.93$0.82$0.71$0.11
2015Detailed filing. Detailed filing data is available for this year.$0.82$0.00$0.82$0.77$0.69$0.08
2014Detailed filing. Detailed filing data is available for this year.$0.74$0.00$0.74$0.84$0.65$0.19
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.60$0.05$0.55$0.75
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.56$0.02$0.54$0.68
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.30$0.00$0.30$0.64