Form 990 for tax year 2022
Filed by TRIAD ADULT AND PEDIATRIC MEDICINE INC.
Totals
- Total revenue
- $14,778,595
- Total expenses
- $12,493,646
- Contributions and grants received
- $4,721,504
- Grants paid
- $3,715
- Program service revenue
- $9,787,919
- Investment income
- $269,172
- Other revenue
- $0
- Total assets, end of year
- $22,533,136
- Total liabilities, end of year
- $851,720
- Net assets or fund balances, end of year
- $21,681,416
- Program services expenses (Part IX)
- $6,344,436
- Management and general expenses
- $6,149,210
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $6,344,436
Program services were 50.8% 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)
$4,581,415
-
1f · All other contributions, gifts and grants
$140,089
-
2a · Program service revenue: NET PATIENT SERVICE REVENUE
total $9,125,865 · related or exempt $9,125,865
-
2b · Program service revenue: MANAGEMENT FEES
total $608,944 · related or exempt $608,944
-
2c · Program service revenue: OTHER REVENUE
total $53,110 · related or exempt $53,110
-
2f · All other program service revenue
total $0 · related or exempt $0 · unrelated business $0 · excluded $0
-
3 · Investment income
total $257,177 · excluded $257,177
-
6c · Rental income or loss
real property $0 · personal property $0
-
7a · Gross sales of assets other than inventory
securities $331,920
-
7b · Less cost or other basis and sales expenses
securities $319,925
-
7c · Gain or loss
securities $11,995 · other assets $0
-
7d · Net gain or loss
total $11,995 · excluded $11,995
-
11d · All other revenue
total $0 · related or exempt $0 · unrelated business $0 · excluded $0
-
11e · Other revenue, total
$0
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $3,715 · program services $3,715
-
5 · Compensation of officers, directors and key employees
total $635,722 · program services $233,620 · management and general $402,102
-
7 · Other salaries and wages
total $5,556,279 · program services $3,256,079 · management and general $2,300,200
-
8 · Pension plan contributions
total $84,068 · program services $50,064 · management and general $34,004
-
9 · Other employee benefits
total $586,967 · program services $356,168 · management and general $230,799
-
10 · Payroll taxes
total $484,842 · program services $275,230 · management and general $209,612
-
11b · Fees: legal
total $1,246 · management and general $1,246
-
11c · Fees: accounting
total $19,550 · management and general $19,550
-
11f · Fees: investment management
total $19,903 · management and general $19,903
-
11g · Fees: other
total $1,174,359 · program services $544,153 · management and general $630,206 · fundraising $0
-
12 · Advertising and promotion
total $98,557 · management and general $98,557
-
13 · Office expenses
total $165,126 · program services $51,544 · management and general $113,582
-
14 · Information technology
total $1,562,529 · program services $183,947 · management and general $1,378,582
-
16 · Occupancy
total $621,321 · program services $278,745 · management and general $342,576
-
17 · Travel
total $31,786 · management and general $31,786
-
19 · Conferences, conventions and meetings
total $19,058 · management and general $19,058
-
20 · Interest
total $1,896 · management and general $1,896
-
22 · Depreciation, depletion and amortization
total $302,148 · program services $135,553 · management and general $166,595
-
23 · Insurance
total $95,028 · management and general $95,028
-
24a · Other expenses: MEDICAL SUPPLIES
total $498,781 · program services $498,781
-
24b · Other expenses: PATIENT CARE
total $427,469 · program services $427,469
-
24c · Other expenses: PHARMACY EXPENSES
total $49,368 · program services $49,368
-
24d · Other expenses: LICENSES, DUES, SUBSCRIPTIONS
total $53,928 · management and general $53,928
-
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 $1,337,435 · end of year $2,111,677
-
2 · Savings and temporary cash investments
beginning of year $5,137,509 · end of year $1,328,130
-
3 · Pledges and grants receivable
beginning of year $4,492 · end of year $12,884
-
4 · Accounts receivable
beginning of year $1,029,767 · end of year $591,009
-
5 · Loans and receivables from officers and key people
end of year $0
-
6 · Loans and receivables from disqualified persons
end of year $0
-
9 · Prepaid expenses and deferred charges
beginning of year $85,349 · end of year $356,887
-
10a · Land, buildings and equipment: cost or other basis
$11,257,552
-
10b · Land, buildings and equipment: accumulated depreciation
$2,823,798
-
10c · Land, buildings and equipment, net
beginning of year $8,152,805 · end of year $8,433,754
-
11 · Investments: publicly traded securities
beginning of year $437,565 · end of year $4,829,148
-
12 · Investments: other securities
beginning of year $18,750 · end of year $18,750
-
13 · Investments: program-related
beginning of year $0
-
15 · Other assets
beginning of year $0 · end of year $4,850,897
-
17 · Accounts payable and accrued expenses
beginning of year $420,270 · end of year $715,667
-
22 · Loans and payables to officers and key people
end of year $0
-
25 · Other liabilities
beginning of year $0 · end of year $136,053
-
27 · Net assets without donor restrictions
beginning of year $15,595,781 · end of year $21,636,771
-
28 · Net assets with donor restrictions
beginning of year $187,621 · end of year $44,645
Mission and programs · 2022
Mission
Triad Adult and Pediatric Medicine provides the residents of Guilford County, NC with exceptional healthcare that is comprehensive and delivered with compassion and respect.
-
THE ORGANIZATION IS A FEDERALLY QUALIFIED HEALTH CENTER (FQHC) AND ITS PURPOSE IS TO PROVIDE OUTPATIENT PRIMARY HEALTH CARE SERVICES TO UNINSURED OR UNDERINSURED RESIDENTS, PRIMARILY OF GUILFORD COUNTY, NC. THE ORGANIZATION, WHICH HAS 6 LOCATIONS IN THE TRIAD AREA, SERVED APPROXIMATELY 13,018 PATIENTS DURING THE FISCAL YEAR ENDED 6/30/23.
Expenses $6,344,436 · Grants $3,715 · Revenue $9,787,919
As filed on the 2022 return.
Listed in Part VII
-
Chris Rivera
TREASURER
- Total calculated
- $0
- Hours/week
- 1
-
Clarence Williamson
Board Chair
- Total calculated
- $0
- Hours/week
- 1
-
Jasmine Beard
Vice Chair
- Total calculated
- $0
- Hours/week
- 1
-
Sofia Crisp
Secretary
- Total calculated
- $0
- Hours/week
- 1
-
Felicia Reid
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Marcus Thomas
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Milagros Amaro
BOARD Member
- Total calculated
- $0
- Hours/week
- 1
-
Sandie RachelsSANDIE RACHELS
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Tiffany Grant
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Carmen Robinson
CMO
- Total calculated
- $233,620
- From this org
- $207,652
- From related orgs
- $0
- Other
- $25,968
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $207,652
- Bonus
- $0
- Other
- $0
- Deferred
- $6,495
- Nontaxable benefits
- $19,473
- Filer's total
- $233,620
-
Danielle Cole
CFO
- Total calculated
- $114,276
- From this org
- $99,203
- From related orgs
- $0
- Other
- $15,073
- Hours/week
- 40
-
Katina Marshall
COO
- Total calculated
- $106,391
- From this org
- $85,573
- From related orgs
- $0
- Other
- $20,818
- Hours/week
- 40
-
Michelle Lewis
CEO
- Total calculated
- $181,435
- From this org
- $152,970
- From related orgs
- $0
- Other
- $28,465
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $152,970
- Bonus
- $0
- Other
- $0
- Deferred
- $5,002
- Nontaxable benefits
- $23,463
- Filer's total
- $181,435
-
Daniellee Artis
Physician
- Total calculated
- $178,049
- From this org
- $163,045
- From related orgs
- $0
- Other
- $15,004
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $163,045
- Bonus
- $0
- Other
- $0
- Deferred
- $4,969
- Nontaxable benefits
- $10,035
- Filer's total
- $178,049
-
David Roper
Physician
- Total calculated
- $162,527
- From this org
- $148,021
- From related orgs
- $0
- Other
- $14,506
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $148,021
- Bonus
- $0
- Other
- $0
- Deferred
- $4,517
- Nontaxable benefits
- $9,989
- Filer's total
- $162,527
-
Faith Gardner
Physician
- Total calculated
- $165,875
- From this org
- $145,439
- From related orgs
- $0
- Other
- $20,436
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $145,439
- Bonus
- $0
- Other
- $0
- Deferred
- $1,567
- Nontaxable benefits
- $18,869
- Filer's total
- $165,875
-
Marcia Moran
Physician
- Total calculated
- $156,600
- From this org
- $146,934
- From related orgs
- $0
- Other
- $9,666
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $146,934
- Bonus
- $0
- Other
- $0
- Deferred
- $0
- Nontaxable benefits
- $9,666
- Filer's total
- $156,600
-
Peter Coccaro
Physician
- Total calculated
- $183,138
- From this org
- $159,838
- From related orgs
- $0
- Other
- $23,300
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $159,838
- Bonus
- $0
- Other
- $0
- Deferred
- $5,033
- Nontaxable benefits
- $18,267
- Filer's total
- $183,138
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 · 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
- 2022
- Filed
- 2 August 2024
- IRS schema version
- 2022v5.0
- Source object
- 202412159349301431
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