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← JONES MEDICAL SERVICES PC

Form 990 for tax year 2023

Filed by JONES MEDICAL SERVICES PC.

Totals

Total revenue
$2,079,093
Total expenses
$2,828,984
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$1,862,076
Investment income
$142
Other revenue
$216,875
Total assets, end of year
$5,569,268
Total liabilities, end of year
$7,680,409
Net assets or fund balances, end of year
-$2,111,141
Program services expenses (Part IX)
$2,828,984
Management and general expenses
$0
Fundraising expenses
$0
Program service expenses (Part III)
$2,828,984

Program services were 100.0% 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.

  • 2a · Program service revenue: PATIENT SERVICE REVENU

    total $1,862,076 · related or exempt $1,862,076

  • 3 · Investment income

    total $142 · excluded $142

  • 11a · Other revenue: OTHER OPERATING REVENU

    total $216,875 · excluded $216,875

  • 11e · Other revenue, total

    $216,875

Functional expenses

Part IX, the statement of functional expenses.

  • 7 · Other salaries and wages

    total $2,365,718 · program services $2,365,718

  • 9 · Other employee benefits

    total $44,873 · program services $44,873

  • 12 · Advertising and promotion

    total $582 · program services $582

  • 16 · Occupancy

    total $49,334 · program services $49,334

  • 17 · Travel

    total $2,321 · program services $2,321

  • 23 · Insurance

    total $14,729 · program services $14,729

  • 24a · Other expenses: SUPPLIES

    total $291,458 · program services $291,458

  • 24b · Other expenses: PURCHASED SERVICES

    total $27,859 · program services $27,859

  • 24c · Other expenses: OTHER EXPENSE

    total $16,161 · program services $16,161

  • 24d · Other expenses: PROFESSIONAL SERVICES A

    total $15,724 · program services $15,724

  • 24e · All other expenses

    total $225 · program services $225

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $37,855 · end of year $97,300

  • 4 · Accounts receivable

    beginning of year $388,713 · end of year $248,739

  • 15 · Other assets

    beginning of year $2,547,299 · end of year $5,223,229

  • 17 · Accounts payable and accrued expenses

    beginning of year $47,697 · end of year $2,186

  • 25 · Other liabilities

    beginning of year $4,287,420 · end of year $7,678,223

  • 27 · Net assets without donor restrictions

    beginning of year -$1,361,250 · end of year -$2,111,141

Mission and programs · 2023

Mission

TO PROVIDE THE HIGHEST QUALITY OF HEALTHCARE TO THE AREA.

  • QUALITY OF HEALTHCARE: TO PROVIDE MEDICAL SERVICES OF THE HIGHEST QUALITY TO THE AREA. THE ORGANIZATION HAD 17,763 PATIENT ENCOUNTERS FOR THE YEAR.

    Expenses $2,828,984 · Revenue $1,862,076

As filed on the 2023 return.

Listed in Part VII

  • Dr Kevin McCormick

    PRESIDENT

    Total calculated
    $377,638
    From this org
    $0
    From related orgs
    $320,580
    Other
    $57,058
    Hours/week
    2 + 55 related

    Schedule J breakdown matched by us

    Base
    $0 + $320,580 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $28,924 related
    Nontaxable benefits
    $0 + $28,134 related
    Filer's total
    $0 + $377,638 related

  • James Helms

    SECRETARY

    Total calculated
    $267,273
    From this org
    $0
    From related orgs
    $253,654
    Other
    $13,619
    Hours/week
    2 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $253,654 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $5,825 related
    Nontaxable benefits
    $0 + $7,794 related
    Filer's total
    $0 + $267,273 related

  • Boyd Chappell

    CHIEF FINANCIAL OFFICER

    Total calculated
    $225,351
    From this org
    $0
    From related orgs
    $222,806
    Other
    $2,545
    Hours/week
    2 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $222,806 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $1,369 related
    Nontaxable benefits
    $0 + $1,176 related
    Filer's total
    $0 + $225,351 related

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

None.

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.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Related partnerships

Part III: related organizations taxable as a partnership, with the filer's share.

  • EXCELL INNOVATE NY FUND LP

    INVESTMENT FUND · NY

    Directly controlled by ETV INC

  • EXCELL MINORITY AND WOMEN OWNED BUSINESS INVESTMENT FUND LP

    INVESTMENT FUND · NY

    Directly controlled by ETV INC

  • EXCELL PARTNERS INNOVATIVE TC FUND LP

    INVESTMENT FUND · NY

    Directly controlled by ETV INC

  • FINGER LAKES VENTURE FUND LP

    INVESTMENT FUND · NY

    Directly controlled by ETV INC

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

  • MEDICAL ADMINISTRATIVE ASSOCIATES INC

    C · RETAIL PHARMACY · NY

    Directly controlled by HIGHLD HOSP

  • UREQUITY HOLDINGS INC

    C · HOLDING CO · DE

    Directly controlled by UNIV OF ROCH

  • FFTH PROPERTIES AND SERVICES INC

    C · HOLDING CO · NY

    Directly controlled by THS

  • EXCELL TECHNOLOGY VENTURES INC

    C · BIOTECH INCUBATOR · NY

    Directly controlled by ROCH BIOVENTURE

  • ACCOUNTABLE HEALTH PARTNERS LLC

    C · ACCT CARE NETWORK · NY

    Directly controlled by UNIV OF ROCH

  • ACCOUNTABLE HEALTH PARTNERS IPA LLC

    C · INDEP PRACTICE ASSOC · NY

    Directly controlled by AHP LLC

  • AHP INSURANCE COMPANY

    C · CAPTIVE INSURANCE CO · NY

    Directly controlled by AHP LLC

  • LUMINATE VENTURE CHALLENGE CORP

    C · BUSINESS INCU · NY

    Directly controlled by NEXTCORPS INC

  • HORNELL MEDICAL VILLAGE LLC

    C · HOLD REAL ESTATE · NY

    Directly controlled by ST JAMES HOSP

  • ROCHESTER BIOVENTURE CENTER INC

    C · BIOTECH INCUBATOR · NY

    Directly controlled by UNIV OF ROCH

  • SOLDIER VENTURES INC

    C · MEDICAL SUPPLY CO · NY

    Directly controlled by SOLDIERS HOSPITAL

Provenance

Return type
form_990
Tax year
2023
Filed
5 March 2025
IRS schema version
2023v6.0
Source object
202531199349300703

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