2025-05-14T16:05:14+00:00 2024-06-30 440160260 Forvis Mazars LLP 910 E St Louis 200 PO Box 1190 Springfield MO 658062523 990 2023-07-01 561991438 Triad Adult & Pediatric Medicine Inc TRIA 3363559696 1002 S EUGENE STREET GREENSBORO NC 27406 MICHELLE LEWIS CEO 3363559696 2025-05-14 true Krystal Creach P01248198 4178658701 2025-05-14 2023 2025-03-06 01:10:19Z MICHELLE LEWIS 1002 S EUGENE STREET GREENSBORO NC 27406 14501100 false X WWW.TAPMEDICINE.COM X 1997 NC TRIAD ADULT AND PEDIATRIC MEDICINE PROVIDES THE RESIDENTS OF GUILFORD COUNTY, NC WITH EXCEPTIONAL HEALTHCARE THAT IS COMPREHENSIVE AND DELIVERED WITH COMPASSION AND RESPECT. 9 9 141 15 0 0 4721504 3120981 9787919 10521935 269172 309539 0 0 14778595 13952455 3715 3329 0 0 7347878 8253112 0 0 0 5142053 5225127 12493646 13481568 2284949 470887 22533136 23750920 851720 1119971 21681416 22630949 Triad Adult and Pediatric Medicine provides the residents of Guilford County, NC with exceptional healthcare that is comprehensive and delivered with compassion and respect. false false 7349314 3329 10521935 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 13,927 PATIENTS DURING THE FISCAL YEAR ENDED 6/30/24. 7349314 true true false false false false false false true true false false true true true true false false false false false false false false false false false false true false false false false false false false false false false false false false false false false false true 16 0 true 141 true false false false false false false false false false false false false X 9 9 false false false false false false false true true false false false true true true true true true false false X MICHELLE LEWIS 3363559696 1002 S EUGENE STREET GREENSBORO NC 27406 Chris Rivera TREASURER END 07/23; BORD MEMBER BEG 08/23 1.0 X X 0 0 0 Clarence Williamson BOARD CHAIR END 07/23; BOARD MEMBER 08/23 - 01/24 1.0 X X 0 0 0 Felicia Reid BOARD MEMBER / BOARD CHAIR BEG 08/23 1.0 X X 0 0 0 Jasmine Beard Vice Chair 1.0 X X 0 0 0 Sofia Crisp SECRETARY END 07/23; TREASURER BEG 08/23 1.0 X X 0 0 0 Tiffany Grant BOARD MEMBER / SECRETARY BEG 08/23 1.0 X X 0 0 0 KRISTEN MOORE BOARD MEMBER BEG 02/24 1.0 X 0 0 0 Marcus Thomas BOARD MEMBER 1.0 X 0 0 0 Milagros Amaro BOARD Member 1.0 X 0 0 0 SANDIE RACHELS BOARD MEMBER END 10/23 1.0 X 0 0 0 Tiffany Pilson BOARD MEMBER BEG 10/23 1.0 X 0 0 0 Carmen Robinson CMO END 11/23 40.0 X 179067 0 16429 Danielle Cole CFO 40.0 X 102803 0 15852 Katina Marshall-Dawson COO 40.0 X 90488 0 19078 Michelle Lewis CEO 40.0 X 161363 0 32601 Subhankar Samal MD CMO BEG 11/23 40.0 X 38654 0 0 Daniellee Artis Physician 40.0 X 168741 0 18164 David Roper Physician 40.0 X 153243 0 18436 Faith Gardner Pediatrician 32.0 X 128885 0 41652 Maurice McGhee IT Director 40.0 X 114299 0 6031 Peter Coccaro Physician 40.0 X 163896 0 27285 1301439 0 195528 14 false true false 0 2947580 173401 3120981 NET PATIENT SERVICE REVENUE 621110 9855726 9855726 MANAGEMENT FEES 541611 509627 509627 OTHER REVENUE 900099 156582 156582 0 0 0 0 10521935 191184 191184 0 0 667000 548645 118355 0 118355 118355 0 0 0 0 0 13952455 10521935 0 309539 X 3329 3329 0 0 656336 234150 422186 6241159 3422046 2819113 102932 60313 42619 738590 417648 320942 514095 274628 239467 1992 1992 155010 155010 36408 36408 1707881 1341329 366552 0 154742 154742 331369 74451 256918 1124415 424900 699515 506818 351631 155187 46343 1484 44859 27293 12816 14477 3067 3067 468771 257313 211458 101720 101720 MEDICAL SUPPLIES 342615 342615 PHARMACY EXPENSES 117616 117616 LICENSES, DUES, & SUBSCRIPTIONS 51676 51676 RECRUITMENT & RETENTION 14885 13045 1840 32506 0 32506 0 13481568 7349314 6132254 0 2111677 1459246 1328130 329051 12884 10000 591009 383645 0 0 0 0 356887 162089 12728622 3150139 8433754 9578483 4829148 5846564 18750 18750 0 4850897 5963092 22533136 23750920 715667 617985 0 0 136053 501986 851720 1119971 X 21636771 22555304 44645 75645 21681416 22630949 22533136 23750920 470887 478646 0 X false true X true true true X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 619387 130 77376 9718 687175 437565 185000 5287 8465 619387 430822 6743 437565 338266 98874 6318 430822 352767 -9406 5095 338266 1.0 0.0 0.0 true false 1219084 1219084 7500511 1179597 6320914 1608979 1608979 2389971 1970542 419429 10077 10077 9578483 DUE FROM THIRD PARTIES - PARTY PAYORS 3775000 OTHER RECEIVABLES 753982 OTHER ASSETS 248392 ROU ASSETS 498543 BENEFICIAL INTEREST IN PERPETUAL TRUST 687175 5963092 ROU LIABILITIES 501986 501986 14527474 478646 163781 0 642427 13885047 36408 31000 67408 13952455 13608941 163781 0 163781 13445160 36408 0 36408 13481568 Schedule D, Part X, Line 2 UNCERTAIN TAX POSITIONS MANAGEMENT HAS EVALUATED THEIR INCOME TAX POSITIONS UNDER THE GUIDANCE INCLUDED IN ASC 740. BASED ON THEIR REVIEW, MANAGEMENT HAS NOT IDENTIFIED ANY MATERIAL UNCERTAIN TAX POSITIONS TO BE RECORDED OR DISCLOSED IN THE FINANCIAL STATEMENTS. Schedule D, Part V, Line 4 Intended uses of endowment funds ENDOWMENT FUNDS HELD BY THE ORGANIZATION ARE INTENDED TO SUPPORT THE ORGANIZATION'S TAX EXEMPT PURPOSE. Schedule D, Part XI, Line 4(b) Other revenues in form 990 not in audited financial statements TEMPORARILY RESTRICTED CONTRIBUTIONS - 31000 X X false false false false false false false false false Michelle Lewis CEO 161363 0 0 0 0 0 5200 0 27401 0 193964 0 0 0 Carmen Robinson CMO END 11/23 179067 0 0 0 0 0 0 0 16429 0 195496 0 0 0 Peter Coccaro Physician 163896 0 0 0 0 0 6024 0 21261 0 191181 0 0 0 Daniellee Artis Physician 168741 0 0 0 0 0 6000 0 12164 0 186905 0 0 0 David Roper Physician 153243 0 0 0 0 0 5485 0 12951 0 171679 0 0 0 Faith Gardner Pediatrician 128885 0 0 0 0 0 1488 0 40164 0 170537 0 0 0 Form 990, Part VI, Line 11b Review of form 990 by governing body THE FORM 990 IS PREPARED BY AN INDEPENDENT ACCOUNTING FIRM BASED ON THE AUDITED FINANCIAL STATEMENTS AND INFORMATION PROVIDED BY THE ACCOUNTING DEPARTMENT OF THE ORGANIZATION. PRIOR TO FILING, THE FORM 990 IS REVIEWED BY THE CEO AND CFO. THE FORM 990 IS REVIEWED WITH THE BOARD OF DIRECTORS BY THE AUDIT FIRM AFTER IT IS FILED. Form 990, Part VI, Line 12c Conflict of interest policy THERE IS ANNUAL REVIEW OF THE CONFLICTS OF INTEREST POLICY WITH STAFF AND BOARD MEMBERS. THE STAFF AND BOARD MEMBERS SIGN AN ANNUAL STATEMENT REFLECTING THEIR UNDERSTANDING OF THE POLICY AND PROCESSES. Form 990, Part VI, Line 15a Process to establish compensation of top management official MARKET DATA FROM OTHER FEDERALLY QUALIFIED HEALTH CENTERS AND SIMILAR ORGANIZATIONS IS REVIEWED. THE BOARD COMPLETES AN ANNUAL EVALUATION AND DETERMINES THE CEO COMPENSATION BASED ON THE MARKET AND PERFORMANCE. Form 990, Part VI, Line 19 Required documents available to the public THE ORGANIZATION MAKES THESE DOCUMENTS AVAILABLE FOR INSPECTIONS UPON WRITTEN REQUEST. Form 990, Part IX, Line 11g Other Fees CONTRACTED SERVICES - Total Expense: 826891, Program Service Expense: 709222, Management and General Expenses: 117669, Fundraising Expenses: ; TRANSLATION SERVICES - Total Expense: 355193, Program Service Expense: 355193, Management and General Expenses: , Fundraising Expenses: ; PAYROLL PROCESSING FEES - Total Expense: 176487, Program Service Expense: , Management and General Expenses: 176487, Fundraising Expenses: ; ON CALL SERVICES - Total Expense: 166733, Program Service Expense: 166733, Management and General Expenses: , Fundraising Expenses: ; PHARMACY FEES - Total Expense: 50957, Program Service Expense: 50957, Management and General Expenses: , Fundraising Expenses: ; COLLECTIONS FEES - Total Expense: 43718, Program Service Expense: , Management and General Expenses: 43718, Fundraising Expenses: ; SECURITY SERVICES - Total Expense: 26640, Program Service Expense: 14623, Management and General Expenses: 12017, Fundraising Expenses: ; LAB SERVICES - Total Expense: 22019, Program Service Expense: 22019, Management and General Expenses: , Fundraising Expenses: ; SPECIALTY CLINIC - Total Expense: 20140, Program Service Expense: 20140, Management and General Expenses: , Fundraising Expenses: ; OTHER SERVICES - Total Expense: 10027, Program Service Expense: 2442, Management and General Expenses: 7585, Fundraising Expenses: ; CONSULTING SERVICES - Total Expense: 5745, Program Service Expense: , Management and General Expenses: 5745, Fundraising Expenses: ; GRANT WRITING FEES - Total Expense: 3331, Program Service Expense: , Management and General Expenses: 3331, Fundraising Expenses: ;