MEDSERVE

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2016

Legal Domicile

Principal Officer

PATRICK O'SHEA

Phone

7039996334

Tax Period

2024-01-01 to 2024-12-31

MEDSERVE, founded in 2016, is a community nonprofit in the Health Care sector that reported $1.7M in total revenue in fiscal year 2024. Revenue grew 11% year-over-year, indicating healthy expansion. The organization ran a surplus of $362K, a strong 22% operating margin.

Mission

OUR MISSION IS TO IMMEDIATELY IMPROVE THE HEALTH OF COMMUNITIES AND VITALITY OF PRIMARY CARE PRACTICES WHILE EXPOSING TOMORROW'S MOST PROMISING FUTURE PROVIDERS (CONTINUED ON SCHEDULE O)

Program Service Accomplishments

Program 1

Expenses: $1,301,869

AMERICORP AND NON-AMERICORP FELLOWSHIP - MEDSERVE OPERATES A 2-YEAR FELLOWSHIP PROGRAM IN PRIMARY CARE FOR MEDICALLY UNDERSERVED COMMUNITIES. OUR FELLOWS ARE RECENT COLLEGE GRADUATES WHO DEDICATE 2 YEARS TO FULL-TIME SERVICE EXPERIENCES IN SAFETY NET PRIMARY CARE CLINICS AROUND NC. MEDSERVE HELPS TO MATCH FELLOWS WITH PRIMARY CARE CLINICS, TRAINS AND SUPPORTS THEM DURING THE 2-YEAR PERIOD, WITH THE GOAL OF PROVIDING HIGH-QUALITY HUMAN CAPITAL TO UNDERSERVED COMMUNITIES AND INSPIRING THE NEXT GENERATION OF PRIMARY CARE PHYSICIANS FOR THE UNDERSERVED.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $1,630,000

Program Service Revenue $34,922

Investment Income $0

Other Revenue $0

TOTAL REVENUE $1,664,922

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,033,321

Fundraising Expenses $0

Program Expenses $1,301,869

Other Expenses $269,774

TOTAL EXPENSES $1,303,095

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,664,922	$1,496,129	+0.1%
Expenses	$1,303,095	$1,194,612	+0.1%
Net Income	$361,827	$301,517	+0.2%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

112

Volunteers

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

Total Directors

$92,000

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
PATRICK O'SHEA	PRESIDENT	2.00	Officer Director	$0	$0	$0
ERIN WORSHAM	BOARD MEMBER	2.00	Director	$0	$0	$0
WARREN NEWTON	BOARD MEMBER	2.00	Director	$0	$0	$0
BRITTANY PIERCE	BOARD MEMBER	2.00	Director	$0	$0	$0
LISA HOLMES	BOARD MEMBER	2.00	Director	$0	$0	$0
STEVEN MANNING	BOARD MEMBER	2.00	Director	$0	$0	$0
JIYUN CHANG	BOARD MEMBER	2.00	Director	$0	$0	$0
AMANDA GALLINA	EXECUTIVE DI	40.00	Director	$92,000	$0	$92,000

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2024	$1,664,922	$1,303,095	$1,472,430	$361,827
2023	$1,496,129	$1,194,612	$1,110,468	$301,517
2022	$1,656,669	$1,154,379	$813,217	$502,290
2021	$1,145,670	$1,090,364	$307,027	$55,306
2020	$962,045	$917,944	$273,392	$44,101
2019	$483,795	$606,328	$333,424	$-122,533
2018	$288,304	$214,863	$189,295	$73,441