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Nonprofiteer
← PIEDMONT HEALTH SERVICES INC

Form 990 for tax year 2024

Filed by PIEDMONT HEALTH SERVICES INC.

Totals

Total revenue
$94,893,293
Total expenses
$89,336,389
Contributions and grants received
$13,722,142
Grants paid
$0
Program service revenue
$79,677,410
Investment income
$1,031,824
Other revenue
$461,917
Total assets, end of year
$62,228,048
Total liabilities, end of year
$24,986,476
Net assets or fund balances, end of year
$37,241,572
Program services expenses (Part IX)
$61,752,678
Management and general expenses
$27,583,711
Fundraising expenses
$0
Program service expenses (Part III)
$61,752,678

Program services were 69.1% 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.

  • 1e · Government grants (contributions)

    $13,451,035

  • 1f · All other contributions, gifts and grants

    $271,107

  • 1g · Noncash contributions included above

    $2,133

  • 2a · Program service revenue: NET PATIENT SERVICE REVENUE

    total $45,351,097 · related or exempt $45,351,097

  • 2b · Program service revenue: CAPITATION REVENUE

    total $853,772 · related or exempt $853,772

  • 2c · Program service revenue: OTHER INCOME

    total $33,472,541 · related or exempt $33,472,541

  • 2f · All other program service revenue

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 3 · Investment income

    total $1,019,900 · excluded $1,019,900

  • 6c · Rental income or loss

    real property $0 · personal property $0

  • 7a · Gross sales of assets other than inventory

    other assets $11,924

  • 7c · Gain or loss

    securities $0 · other assets $11,924

  • 7d · Net gain or loss

    total $11,924 · excluded $11,924

  • 8c · Net income from fundraising events

    total $0

  • 11a · Other revenue: GAIN ON INVESTMENT IN EQUITY INVESTEE

    total $461,917 · excluded $461,917

  • 11d · All other revenue

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 11e · Other revenue, total

    $461,917

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $1,559,602 · program services $516,442 · management and general $1,043,160

  • 7 · Other salaries and wages

    total $40,460,775 · program services $28,426,496 · management and general $12,034,279

  • 8 · Pension plan contributions

    total $2,006,108 · program services $1,028,220 · management and general $977,888

  • 9 · Other employee benefits

    total $5,602,232 · program services $2,865,476 · management and general $2,736,756

  • 10 · Payroll taxes

    total $3,082,582 · program services $1,576,647 · management and general $1,505,935

  • 11b · Fees: legal

    total $260,693 · management and general $260,693

  • 11c · Fees: accounting

    total $390,189 · management and general $390,189

  • 11g · Fees: other

    total $15,974,621 · program services $14,839,321 · management and general $1,135,300 · fundraising $0

  • 13 · Office expenses

    total $3,489,113 · program services $979,752 · management and general $2,509,361

  • 16 · Occupancy

    total $1,333,777 · program services $375,812 · management and general $957,965

  • 17 · Travel

    total $362,356 · program services $102,099 · management and general $260,257

  • 19 · Conferences, conventions and meetings

    total $342,016 · program services $96,368 · management and general $245,648

  • 20 · Interest

    total $282,721 · program services $244,564 · management and general $38,157

  • 22 · Depreciation, depletion and amortization

    total $1,076,295 · program services $952,948 · management and general $123,347

  • 23 · Insurance

    total $447,389 · program services $126,059 · management and general $321,330

  • 24a · Other expenses: MEDICAL SUPPLIES & DRUGS

    total $8,428,522 · program services $8,428,522

  • 24b · Other expenses: REPAIRS & MAINTENANCE

    total $3,248,596 · program services $915,342 · management and general $2,333,254

  • 24c · Other expenses: LICENSES, DUES, SUBSCRIPTION

    total $845,275 · program services $238,169 · management and general $607,106

  • 24d · Other expenses: RECRUITING & RETENTION

    total $143,527 · program services $40,441 · management and general $103,086

  • 24e · All other expenses

    total $0 · program services $0 · management and general $0 · fundraising $0

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $12,336,049 · end of year $2,824,251

  • 2 · Savings and temporary cash investments

    beginning of year $16,253,489 · end of year $34,044,708

  • 3 · Pledges and grants receivable

    beginning of year $1,094,708 · end of year $1,672,676

  • 4 · Accounts receivable

    beginning of year $1,977,603 · end of year $1,997,187

  • 5 · Loans and receivables from officers and key people

    beginning of year $0 · end of year $0

  • 6 · Loans and receivables from disqualified persons

    beginning of year $0 · end of year $0

  • 8 · Inventories for sale or use

    beginning of year $291,818 · end of year $367,066

  • 9 · Prepaid expenses and deferred charges

    beginning of year $915,826 · end of year $562,287

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

    $30,386,895

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

    $20,835,249

  • 10c · Land, buildings and equipment, net

    beginning of year $10,035,222 · end of year $9,551,646

  • 11 · Investments: publicly traded securities

    beginning of year $1,488,735 · end of year $1,767,290

  • 12 · Investments: other securities

    beginning of year $0

  • 13 · Investments: program-related

    beginning of year $0 · end of year $461,917

  • 15 · Other assets

    beginning of year $9,732,889 · end of year $8,979,020

  • 17 · Accounts payable and accrued expenses

    beginning of year $10,238,058 · end of year $10,065,710

  • 19 · Deferred revenue

    beginning of year $14,504 · end of year $48,916

  • 22 · Loans and payables to officers and key people

    beginning of year $0 · end of year $0

  • 23 · Secured mortgages and notes payable

    beginning of year $4,953,807 · end of year $4,640,155

  • 25 · Other liabilities

    beginning of year $2,439,852 · end of year $10,231,695

  • 27 · Net assets without donor restrictions

    beginning of year $35,845,675 · end of year $36,987,629

  • 28 · Net assets with donor restrictions

    beginning of year $634,443 · end of year $253,943

Mission and programs · 2024

Mission

TO IMPROVE THE HEALTH AND WELL-BEING OF THE COMMUNITY BY PROVIDING HIGH QUALITY, AFFORDABLE, AND COMPREHENSIVE PRIMARY HEALTH CARE.

  • AMBULATORY HEALTH CARE SERVICES TO THE GENERAL PUBLIC IN CHAPEL HILL, NC AND SURROUNDING AREAS. DURING 2024, THE ORGANIZATION HAD OVER 115,000 MEDICAL ENCOUNTERS.

    Expenses $61,752,678 · Revenue $79,677,410

As filed on the 2024 return.

Listed in Part VII

  • ANNIE BRAYBOY

    BOARD SECRETARY End 06/24

    Total calculated
    $0
    Hours/week
    0.8

  • GEORGE PINK

    TREASURER

    Total calculated
    $0
    Hours/week
    0.8

  • LEENA MEHTA

    BOARD CHAIR

    Total calculated
    $0
    Hours/week
    0.8

  • VICTORIA FREEMAN

    BOARD VICE CHAIR

    Total calculated
    $0
    Hours/week
    0.8

  • ALEJANDRO GARCIA

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.8

  • BARBARA JESSIE BLACK

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.8

  • FLOR SASSA

    BOARD MEMBER END 06/24

    Total calculated
    $0
    Hours/week
    0.8

  • IVAN REMNITZ

    BOARD MEMBER End 09/24

    Total calculated
    $0
    Hours/week
    0.8

  • MARK CHEEK

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.8

  • NEHEMIAH STEWART

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.8

  • RANDY STEWART

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.8

  • SPENCER BRADY

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.8

  • THOMAS WATLINGTON

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.8

  • ZACH DEATON

    BOARD MEMBER BEG 09/24

    Total calculated
    $0
    Hours/week
    0.8

  • ADRIAN MANCHENO

    CMO

    Total calculated
    $315,055
    From this org
    $287,227
    From related orgs
    $0
    Other
    $27,828
    Hours/week
    16

    Schedule J breakdown matched by us

    Base
    $287,227
    Bonus
    $0
    Other
    $0
    Deferred
    $9,121
    Nontaxable benefits
    $18,707
    Filer's total
    $315,055

  • BRIAN TOOMEY

    CEO End 01/24

    Total calculated
    $482,551
    From this org
    $466,353
    From related orgs
    $0
    Other
    $16,198
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $466,353
    Bonus
    $0
    Other
    $0
    Deferred
    $5,248
    Nontaxable benefits
    $10,950
    Filer's total
    $482,551

  • DANIELLA JAIMES- COLINA

    CEO

    Total calculated
    $316,085
    From this org
    $299,234
    From related orgs
    $0
    Other
    $16,851
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $299,234
    Bonus
    $0
    Other
    $0
    Deferred
    $7,726
    Nontaxable benefits
    $9,125
    Filer's total
    $316,085

  • KELLY STOUT

    CHIEF PHARMACY OFFICER

    Total calculated
    $201,387
    From this org
    $183,603
    From related orgs
    $0
    Other
    $17,784
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $183,603
    Bonus
    $0
    Other
    $0
    Deferred
    $5,928
    Nontaxable benefits
    $11,856
    Filer's total
    $201,387

  • LYDIA MASON

    CFO

    Total calculated
    $244,524
    From this org
    $229,583
    From related orgs
    $0
    Other
    $14,941
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $229,583
    Bonus
    $0
    Other
    $0
    Deferred
    $5,617
    Nontaxable benefits
    $9,324
    Filer's total
    $244,524

  • JILL VAN HORN

    PHYSICIAN

    Total calculated
    $234,332
    From this org
    $218,417
    From related orgs
    $0
    Other
    $15,915
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $218,417
    Bonus
    $0
    Other
    $0
    Deferred
    $6,591
    Nontaxable benefits
    $9,324
    Filer's total
    $234,332

  • JOAN EAST

    PHYSICIAN

    Total calculated
    $287,407
    From this org
    $273,084
    From related orgs
    $0
    Other
    $14,323
    Hours/week
    32

    Schedule J breakdown matched by us

    Base
    $273,084
    Bonus
    $0
    Other
    $0
    Deferred
    $4,999
    Nontaxable benefits
    $9,324
    Filer's total
    $287,407

  • KATRINA MATTISON-CHALWE

    CHIEF DENTAL OFFICER

    Total calculated
    $258,521
    From this org
    $243,223
    From related orgs
    $0
    Other
    $15,298
    Hours/week
    10

    Schedule J breakdown matched by us

    Base
    $243,223
    Bonus
    $0
    Other
    $0
    Deferred
    $4,348
    Nontaxable benefits
    $10,950
    Filer's total
    $258,521

  • LINDA SIGGERS-BEY

    LEAD PHYSICIAN

    Total calculated
    $238,139
    From this org
    $202,887
    From related orgs
    $0
    Other
    $35,252
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $202,887
    Bonus
    $0
    Other
    $0
    Deferred
    $6,920
    Nontaxable benefits
    $28,332
    Filer's total
    $238,139

  • MARY MOUW

    PHYSICIAN

    Total calculated
    $234,195
    From this org
    $220,165
    From related orgs
    $0
    Other
    $14,030
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $220,165
    Bonus
    $0
    Other
    $0
    Deferred
    $3,080
    Nontaxable benefits
    $10,950
    Filer's total
    $234,195

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 · Written employment contract
  • 3 · Compensation survey or study
  • 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
2024
Filed
3 November 2025
IRS schema version
2024v5.1
Source object
202523079349302512

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