2025-11-03T12:39:35+00:00 2024-12-31 440160260 Forvis Mazars LLP 910 E St Louis 200 PO Box 1190 Springfield MO 658062523 990 2024-01-01 560952737 PIEDMONT HEALTH SERVICES INC PIED 9199338494 88 VILCOM CENTER DRIVE STE 110 CHAPEL HILL NC 27514 MARCIA BLEIL DIRECTOR OF FINANCE 9199338494 2025-11-03 true KRYSTAL K CREACH P01248198 4178658701 2025-11-03 2024 2025-03-06 01:10:19Z DANIELLA JAMES-COLINA 88 VILCOM CENTER DRIVE STE 110 CHAPEL HILL NC 27514 94893293 false X WWW.PIEDMONTHEALTH.ORG X 1970 NC TO IMPROVE THE HEALTH AND WELL-BEING OF THE COMMUNITY BY PROVIDING HIGH QUALITY, AFFORDABLE, AND COMPREHENSIVE PRIMARY HEALTH CARE. 13 13 754 13 0 17152884 13722142 64013564 79677410 973859 1031824 0 461917 82140307 94893293 0 0 0 48464154 52711299 0 0 31978268 36625090 80442422 89336389 1697885 5556904 54126339 62228048 17646221 24986476 36480118 37241572 TO IMPROVE THE HEALTH AND WELL-BEING OF THE COMMUNITY BY PROVIDING HIGH QUALITY, AFFORDABLE, AND COMPREHENSIVE PRIMARY HEALTH CARE. false 61752678 0 79677410 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. 61752678 true true false true false false false false false false true false false true true false 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 false false false true 99 0 true 754 true false false false false false false false false false false false false X 13 13 false false false false false false false true true false false false true true true true true true true false false false X MARCIA BLEIL 9199338494 88 VILCOM CENTER DR STE 110 CHAPEL HILL NC 27514 ANNIE BRAYBOY BOARD SECRETARY End 06/24 0.8 0.0 X X 0 0 0 GEORGE PINK TREASURER 0.8 0.0 X X 0 0 0 LEENA MEHTA BOARD CHAIR 0.8 0.0 X X 0 0 0 VICTORIA FREEMAN BOARD VICE CHAIR 0.8 0.0 X X 0 0 0 ALEJANDRO GARCIA BOARD MEMBER 0.8 0.0 X 0 0 0 BARBARA JESSIE BLACK BOARD MEMBER 0.8 0.0 X 0 0 0 FLOR SASSA BOARD MEMBER END 06/24 0.8 0.0 X 0 0 0 IVAN REMNITZ BOARD MEMBER End 09/24 0.8 0.0 X 0 0 0 MARK CHEEK BOARD MEMBER 0.8 0.0 X 0 0 0 NEHEMIAH STEWART BOARD MEMBER 0.8 0.0 X 0 0 0 RANDY STEWART BOARD MEMBER 0.8 0.0 X 0 0 0 SPENCER BRADY BOARD MEMBER 0.8 0.0 X 0 0 0 THOMAS WATLINGTON BOARD MEMBER 0.8 0.0 X 0 0 0 ZACH DEATON BOARD MEMBER BEG 09/24 0.8 0.0 X 0 0 0 ADRIAN MANCHENO CMO 16.0 0.0 X 287227 0 27828 BRIAN TOOMEY CEO End 01/24 40.0 0.0 X 466353 0 16198 DANIELLA JAIMES- COLINA CEO 40.0 0.0 X 299234 0 16851 KELLY STOUT CHIEF PHARMACY OFFICER 40.0 0.0 X 183603 0 17784 LYDIA MASON CFO 40.0 0.0 X 229583 0 14941 JILL VAN HORN PHYSICIAN 40.0 0.0 X 218417 0 15915 JOAN EAST PHYSICIAN 32.0 0.0 X 273084 0 14323 KATRINA MATTISON-CHALWE CHIEF DENTAL OFFICER 10.0 0.0 X 243223 0 15298 LINDA SIGGERS-BEY LEAD PHYSICIAN 40.0 0.0 X 202887 0 35252 MARY MOUW PHYSICIAN 40.0 0.0 X 220165 0 14030 2623776 0 188420 87 false true false 0 13451035 271107 2133 13722142 NET PATIENT SERVICE REVENUE 621400 45351097 45351097 CAPITATION REVENUE 621400 853772 853772 OTHER INCOME 621400 33472541 33472541 0 0 0 0 79677410 1019900 1019900 0 0 11924 0 11924 11924 11924 0 GAIN ON INVESTMENT IN EQUITY INVESTEE 900099 461917 461917 0 0 0 0 461917 94893293 79677410 0 1493741 X 1559602 516442 1043160 40460775 28426496 12034279 2006108 1028220 977888 5602232 2865476 2736756 3082582 1576647 1505935 260693 260693 390189 390189 15974621 14839321 1135300 0 3489113 979752 2509361 1333777 375812 957965 362356 102099 260257 342016 96368 245648 282721 244564 38157 1076295 952948 123347 447389 126059 321330 MEDICAL SUPPLIES & DRUGS 8428522 8428522 REPAIRS & MAINTENANCE 3248596 915342 2333254 LICENSES, DUES, SUBSCRIPTION 845275 238169 607106 RECRUITING & RETENTION 143527 40441 103086 0 0 0 0 89336389 61752678 27583711 0 12336049 2824251 16253489 34044708 1094708 1672676 1977603 1997187 0 0 0 0 291818 367066 915826 562287 30386895 20835249 10035222 9551646 1488735 1767290 0 0 461917 9732889 8979020 54126339 62228048 10238058 10065710 14504 48916 0 0 4953807 4640155 2439852 10231695 17646221 24986476 X 35845675 36987629 634443 253943 36480118 37241572 54126339 62228048 5556904 974 -4796424 0 X false true true true true X 16590698 21142053 20190305 17152884 13722142 88798082 0 0 16590698 21142053 20190305 17152884 13722142 88798082 0 88798082 1169 1311 113375 972277 1019900 2108032 0 0 0 0 0 0 0 90906114 316333913 0.97681 0.98771 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false false false false false false false false true false Schedule C, Part II-B, Line 1 DETAILED DESCRIPTION OF THE LOBBYING ACTIVITY THE ORGANIZATION PAYS ANNUAL MEMBERSHIP DUES TO THE NATIONAL ASSOCIATION OF COMMUNITY HEALTH CENTERS IN THE AMOUNT OF $20,000, THE NATIONAL PACE ASSOCIATION IN THE AMOUNT OF $49,000, AND THE NORTH CAROLINA PACE ASSOCIATION IN THE AMOUNT OF $25,000. ALL OF THE ORGANIZATIONS LOBBY ON BEHALF OF MEMBER HEALTH CENTER. HOWEVER, THE AMOUNT OR PERCENTAGE OF DUES EXPENDED BY THE ORGANIZATION FOR LOBBYING ACTIVITIES IS UNKNOWN. 1574286 1574286 22230734 16312764 5917970 6581875 4522485 2059390 9551646 AMOUNTS DUE FROM THIRD PARTIES 4350000 ROU LEASE ASSETS 3480551 OTHER RECEIVABLES 942921 PACE RECEIVABLE 184871 DEPOSITS 20677 8979020 Federal Income Taxes ESTIMATED AMOUNTS DUE TO THIRD PARTY PAYERS 6850214 LEASE LIABILITIES 3116154 ESTIMATED SELF-INSURANCE 265327 10231695 94679534 974 92634 93608 94585926 307367 307367 94893293 89324465 -11924 -11924 89336389 0 0 89336389 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 XI, Line 2(d) Other revenues in audited financial statements not in form 990 NET ASSETS RELEASED FROM RESTRICTION - 92634 Schedule D, Part XI, Line 4(b) Other revenues in form 990 not in audited financial statements GAIN ON DISPOSAL OF PROPERTY AND EQUIPMENT - 11924 GRANTS FOR ACQUISITION OF PROPERTY AND EQUIPMENT - 295443 Schedule D, Part XII, Line 2(d) Other expenses in audited financial statements not in form 990 GAIN ON DISPOSAL OF PROPERTY AND EQUIPMENT - -11924 X X X false false false false false false false false false ADRIAN MANCHENO CMO 287227 0 0 0 0 0 9121 0 18707 0 315055 0 0 0 BRIAN TOOMEY CEO End 01/24 466353 0 0 0 0 0 5248 0 10950 0 482551 0 0 0 LYDIA MASON CFO 229583 0 0 0 0 0 5617 0 9324 0 244524 0 0 0 DANIELLA JAIMES- COLINA CEO 299234 0 0 0 0 0 7726 0 9125 0 316085 0 0 0 KELLY STOUT CHIEF PHARMACY OFFICER 183603 0 0 0 0 0 5928 0 11856 0 201387 0 0 0 KATRINA MATTISON-CHALWE CHIEF DENTAL OFFICER 243223 0 0 0 0 0 4348 0 10950 0 258521 0 0 0 JOAN EAST PHYSICIAN 273084 0 0 0 0 0 4999 0 9324 0 287407 0 0 0 LINDA SIGGERS-BEY LEAD PHYSICIAN 202887 0 0 0 0 0 6920 0 28332 0 238139 0 0 0 MARY MOUW PHYSICIAN 220165 0 0 0 0 0 3080 0 10950 0 234195 0 0 0 JILL VAN HORN PHYSICIAN 218417 0 0 0 0 0 6591 0 9324 0 234332 0 0 0 Form 990, Part VI, Line 11b Review of form 990 by governing body THE FORM 990 IS CHECKED BY THE CFO FOR ADDITION ERRORS AND BALANCED TO THE AUDITED FINANCIAL STATEMENTS BEFORE FILING. BOARD MEMBERS ARE PROVIDED A COPY OF THE FORM 990 BEFORE IT IS FILED VIA EMAIL. Form 990, Part VI, Line 12c Conflict of interest policy THE ORGANIZATION'S CONFLICT OF INTEREST POLICY COVERS TRANSACTIONS THAT MAY INVOLVE THE PRIVATE INTEREST OF A DIRECTOR OR EMPLOYEE OF THE CORPORATION. A CONFLICT OF INTEREST TRANSACTION IS A TRANSACTION WITH THE CORPORATION IN WHICH A DIRECTOR OR EMPLOYEE (OR AN IMMEDIATE FAMILY MEMBER) HAS A DIRECT OR INDIRECT INTEREST BEYOND HIS OR HER INTEREST AS A DIRECTOR OR EMPLOYEE OF THE CORPORATION. EACH DIRECTOR, OFFICER AND EMPLOYEE OF THE CORPORATION SHALL HAVE AN AFFIRMATIVE DUTY TO DISCLOSE (EITHER TO THE BOARD OR TO THE CEO) ANY POTENTIAL INTEREST(S) THAT MAY EXIST OR WHICH SUCH INDIVIDUAL REASONABLY BELIEVES MAY EXIST, INCLUDING SUFFICIENT DETAILS ABOUT THE BASIS THERETO. THE CORPORATE COMPLIANCE AREA HAS A HOTLINE NUMBER TO REPORT POSSIBLE COMPLIANCE ISSUES WHICH INCLUDE CONFLICTS OF INTEREST. UPON BECOMING AWARE OF A POTENTIAL CONFLICT OF INTEREST, THE BOARD (OR COMMITTEE THEREOF) SHALL FIRST DETERMINE WHETHER A CONFLICT OF INTEREST EXISTS. BEFORE THE BOARD (OR COMMITTEE) MAKES A DETERMINATION WHETHER A CONFLICT OF INTEREST EXISTS, A POTENTIAL CONFLICTED DIRECTOR, OFFICER OR EMPLOYEE SHALL BE GIVEN AN OPPORTUNITY TO DISCLOSE FACTS RELEVANT TO THE DETERMINATION AND TO RESPOND TO ANY REQUESTS FOR ADDITIONAL OR CLARIFYING INFORMATION. AT THE TIME THE BOARD (OR COMMITTEE) DELIBERATES AND VOTES TO DETERMINE WHETHER A CONFLICT OF INTEREST EXISTS, ANY POTENTIAL CONFLICTED DIRECTOR OR OFFICER SHALL BE EXCUSED FROM OR OTHERWISE SHALL BE ABSENT FROM THAT PORTION OF THE MEETING. IF A DIRECTOR OR OFFICER IS DETERMINED TO HAVE A CONFLICT OF INTEREST IN A TRANSACTION, SUCH INDIVIDUAL SHALL BE EXCUSED FROM OR OTHERWISE SHALL BE ABSENT FROM THAT PORTION OF THE MEETING WHERE THE BOARD DELIBERATES AND VOTES ON SUCH TRANSACTION. Form 990, Part VI, Line 15a Process to establish compensation of top management official The organization follows a formal process for determining the compensation of its CEO, Executive Director, and top management officials that includes the following components: Review and Approval by Independent Persons: Compensation is reviewed and approved by the board of directors or a designated compensation committee composed entirely of individuals who have no conflict of interest with respect to the compensation arrangement. Use of Comparability Data: In determining appropriate compensation levels, the approving body relies on comparability data, including compensation surveys, information from IRS Form 990s of similar organizations, and data regarding salaries paid for similar positions within comparable organizations in terms of size, mission, and geographic location. Contemporaneous Substantiation of the Deliberation and Decision: The process is documented contemporaneously, with meeting minutes or other records detailing the decision-making process, including the individuals involved, the comparability data reviewed, and the final decisions made. This process is conducted to ensure that compensation is reasonable, transparent, and compliant with IRS guidelines for tax-exempt organizations. Form 990, Part VI, Line 19 Required documents available to the public THE ORGANIZATION PROVIDES TO INTERESTED PARTIES GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICIES AND FINANCIAL STATEMENTS UPON REQUEST. Form 990, Part IX, Line 11g Other Fees MEDICAL SERVICES - Total Expense: 12059185, Program Service Expense: 12059185, Management and General Expenses: , Fundraising Expenses: ; NON-PATIENT CARE - Total Expense: 762715, Program Service Expense: 762715, Management and General Expenses: , Fundraising Expenses: ; LAB SERVICES - Total Expense: 661199, Program Service Expense: 661199, Management and General Expenses: , Fundraising Expenses: ; PROCESSING COSTS - Total Expense: 351787, Program Service Expense: 99121, Management and General Expenses: 252666, Fundraising Expenses: ; TRANSCRIPTION SERVICES - Total Expense: 432245, Program Service Expense: 121792, Management and General Expenses: 310453, Fundraising Expenses: ; MEAL SERVICES - Total Expense: 444705, Program Service Expense: 444705, Management and General Expenses: , Fundraising Expenses: ; DENTAL SERVICES - Total Expense: 379306, Program Service Expense: 379306, Management and General Expenses: , Fundraising Expenses: ; TRANSPORTATION SERVICES - Total Expense: 139076, Program Service Expense: 39187, Management and General Expenses: 99889, Fundraising Expenses: ; RADIOLOGY SERVICES - Total Expense: 20072, Program Service Expense: 20072, Management and General Expenses: , Fundraising Expenses: ; PHARMACY SERVICES - Total Expense: 36921, Program Service Expense: 36921, Management and General Expenses: , Fundraising Expenses: ; REHAB SERVICES - Total Expense: 29837, Program Service Expense: 29837, Management and General Expenses: , Fundraising Expenses: ; Other Contract Services - Total Expense: 657573, Program Service Expense: 185281, Management and General Expenses: 472292, Fundraising Expenses: ;