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Nonprofiteer
← BRADLEY FREE CLINIC OF ROANOKE VALLEY

Form 990 for tax year 2023

Filed by BRADLEY FREE CLINIC OF ROANOKE VALLEY.

Totals

Total revenue
$6,477,360
Total expenses
$6,226,928
Contributions and grants received
$5,288,669
Grants paid
$1,000
Program service revenue
$384,085
Investment income
$702,919
Other revenue
$101,687
Total assets, end of year
$11,522,382
Total liabilities, end of year
$257,099
Net assets or fund balances, end of year
$11,265,283
Program services expenses (Part IX)
$5,709,725
Management and general expenses
$335,368
Fundraising expenses
$181,835
Program service expenses (Part III)
$5,709,725

Program services were 91.7% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1a · Federated campaigns

    $4,647

  • 1e · Government grants (contributions)

    $632,577

  • 1f · All other contributions, gifts and grants

    $4,651,445

  • 1g · Noncash contributions included above

    $2,940,979

  • 2a · Program service revenue: MEDICAID REIMBURSEMENTS

    total $384,085 · related or exempt $384,085

  • 3 · Investment income

    total $145,556 · excluded $145,556

  • 7a · Gross sales of assets other than inventory

    securities $1,429,859

  • 7b · Less cost or other basis and sales expenses

    securities $872,496

  • 7c · Gain or loss

    securities $557,363

  • 7d · Net gain or loss

    total $557,363 · excluded $557,363

  • 8a · Fundraising events: gross income

    $168,357

  • 8b · Fundraising events: direct expenses

    $66,670

  • 8c · Net income from fundraising events

    total $101,687 · excluded $101,687

Functional expenses

Part IX, the statement of functional expenses.

  • 2 · Grants to domestic individuals

    total $1,000 · program services $1,000

  • 5 · Compensation of officers, directors and key employees

    total $217,713 · program services $47,694 · management and general $129,139 · fundraising $40,880

  • 7 · Other salaries and wages

    total $1,441,980 · program services $1,300,750 · management and general $64,220 · fundraising $77,010

  • 8 · Pension plan contributions

    total $32,751 · program services $31,426 · fundraising $1,325

  • 9 · Other employee benefits

    total $99,117 · program services $89,062 · management and general $2,541 · fundraising $7,514

  • 10 · Payroll taxes

    total $127,336 · program services $107,949 · management and general $11,383 · fundraising $8,004

  • 11a · Fees: management

    total $18,293 · program services $18,293

  • 11c · Fees: accounting

    total $8,000 · management and general $8,000

  • 11g · Fees: other

    total $96,027 · program services $67,043 · management and general $28,624 · fundraising $360

  • 12 · Advertising and promotion

    total $25,249 · fundraising $25,249

  • 13 · Office expenses

    total $76,289 · program services $60,606 · management and general $10,843 · fundraising $4,840

  • 14 · Information technology

    total $20,097 · program services $17,954 · management and general $1,309 · fundraising $834

  • 16 · Occupancy

    total $26,572 · program services $21,800 · management and general $2,914 · fundraising $1,858

  • 17 · Travel

    total $916 · management and general $916

  • 19 · Conferences, conventions and meetings

    total $11,793 · program services $4,315 · management and general $7,075 · fundraising $403

  • 22 · Depreciation, depletion and amortization

    total $90,972 · program services $83,314 · management and general $7,344 · fundraising $314

  • 23 · Insurance

    total $34,792 · management and general $34,792

  • 24a · Other expenses: PHARMACEUTICAL SUPPLIES

    total $2,938,225 · program services $2,938,225

  • 24b · Other expenses: OTHER GRANT FUNDED PROGRA

    total $704,713 · program services $702,295 · management and general $2,418

  • 24c · Other expenses: SERVICE SUPPORT

    total $169,692 · program services $169,665 · management and general $27

  • 24d · Other expenses: MAINTENANCE AND REPAIRS

    total $32,901 · program services $32,901

  • 24e · All other expenses

    total $52,500 · program services $15,433 · management and general $23,823 · fundraising $13,244

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $174,543 · end of year $97,246

  • 2 · Savings and temporary cash investments

    beginning of year $32,246 · end of year $31,807

  • 4 · Accounts receivable

    beginning of year $223,853 · end of year $270,793

  • 8 · Inventories for sale or use

    beginning of year $1,375,906 · end of year $1,420,037

  • 9 · Prepaid expenses and deferred charges

    beginning of year $26,883 · end of year $33,255

  • 10a · Land, buildings and equipment: cost or other basis

    $3,632,636

  • 10b · Land, buildings and equipment: accumulated depreciation

    $1,904,391

  • 10c · Land, buildings and equipment, net

    beginning of year $1,785,110 · end of year $1,728,245

  • 11 · Investments: publicly traded securities

    beginning of year $7,111,486 · end of year $7,639,999

  • 15 · Other assets

    beginning of year $279,000 · end of year $301,000

  • 17 · Accounts payable and accrued expenses

    beginning of year $220,106 · end of year $257,099

  • 27 · Net assets without donor restrictions

    beginning of year $10,357,602 · end of year $10,903,392

  • 28 · Net assets with donor restrictions

    beginning of year $431,319 · end of year $361,891

Mission and programs · 2023

Mission

THE MISSION OF THE BRADLEY FREE CLINIC IS TO PROVIDE COMPASSIONATE AND COMPREHENSIVE HEALTH CARE SERVICES IN PARTNERSHIP WITH HIGH QUALITY PROFESSIONAL VOLUNTEERS FOR UNDERSERVED RESIDENTS OF THE ROANOKE VALLEY AND SURROUNDING AREAS.

  • THE CLINIC SERVES THE COUNTIES OF ROANOKE, BOTETOURT AND CRAIG; THE CITIES OF ROANOKE AND SALEM; THE TOWN OF VINTON; AND SURROUNDING LOCALITIES. THE CLINIC SERVICES CONSIST OF THE FOLLOWING: OUR MEDICAL CLINIC PROVIDES PRIMARY CARE (ACUTE AND CHRONIC); SPECIALITY CARE; EYE EXAMS; LAB WORK; MINOR OUTPATIENT SURGERY; PSYCHIATRIC, COUNSELING, AND PEER RECOVERY SERVICES; SCHOOL PHYSICALS; PATIENT EDUCATION; DIABETES EDUCATION; WOMEN'S HEALTH CARE SERVICES; AND REFERRAL SERVICES. IN ADDITION TO OUR CLINIC PATIENTS, OUR PHARMACY PROVIDES PRESCRIPTION MEDICATIONS FOR ELIGIBLE PATIENTS SEEN BY OUTSIDE PHYSICIANS, PATIENTS SEEN IN EMERGENCY DEPARTMENTS OF LOCAL HOSPITALS, AND PATIENTS WHO HAVE RECENTLY BEEN DISCHARGED FROM THE HOSPITAL. OUR DENTAL CLINIC PROVIDES ORAL SCREENINGS, X-RAYS, EXTRACTIONS, RESTORATIONS, AND LIMITED CLEANING SERVICES.

    Expenses $5,709,725 · Grants $1,000 · Revenue $384,085

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Marianne Davis

    DENTIST

    Total calculated
    $158,797
    From this org
    $148,775
    From related orgs
    $0
    Other
    $10,022
    Hours/week
    24

    Schedule J breakdown matched by us

    Base
    $148,775
    Bonus
    not reported
    Other
    not reported
    Deferred
    not reported
    Nontaxable benefits
    $10,022
    Filer's total
    $158,797

  • James Black

    PHARMACIST I

    Total calculated
    $140,524
    From this org
    $126,431
    From related orgs
    $0
    Other
    $14,093
    Hours/week
    40

  • Janine Underwood

    EXECUTIVE DI

    Total calculated
    $130,568
    From this org
    $119,728
    From related orgs
    $0
    Other
    $10,840
    Hours/week
    40

  • Sarah Yeargan

    DIRECTOR OF

    Total calculated
    $73,456
    From this org
    $64,863
    From related orgs
    $0
    Other
    $8,593
    Hours/week
    40

  • Michael G Abbott

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • Apostolos P Dallas

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • Varsha Desai

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • Peter V Dyke Davies II

    SECRETARY

    Total calculated
    $0
    Hours/week
    2

  • A Sidney Barritt III

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • Heman Marshall III

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • John E Gardner III

    VICE PRESIDE

    Total calculated
    $0
    Hours/week
    2

  • A Morris Turner Jr

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • Roy Bucher Jr

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • Thomas M Kerkering

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • Paul Kuhnel

    LEGAL COUNSE

    Total calculated
    $0
    Hours/week
    2

  • Celestia S Lawrence

    TREASURER

    Total calculated
    $0
    Hours/week
    2

  • Todd Marcum

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • Scott K Miller

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • William U Moore

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • Cynthia Morrow

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • Sue Nussbaum

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • Tommy Page

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • Randall R Rhea

    PRESIDENT

    Total calculated
    $0
    Hours/week
    2

  • Robert Trestman

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • E Mark Watts

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 3 · Approval by the board or compensation committee

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

No itemized grants to organizations on this return.

Provenance

Return type
form_990
Tax year
2023
Filed
12 May 2025
IRS schema version
2023v6.0
Source object
202511339349305491

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