Senior Pharmassist INC

Tax-deductible

Durham, NC501(c)(3)Health CareEIN 56-2084639Revenue $1.3M in FY2025

On file with the IRSseniorpharmassist.org406 Rigsbee Ave Ste 201, 27701-2186 · Durham, NCTax-exempt since Sep 1998Publicly supported charity — 170(b)(1)(A)(vi)

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Senior Pharmassist helps seniors obtain and better manage needed medications and provides health education, medicare insurance counseling and community referral

501(c)(3) charity; gifts are tax-deductible.
84¢ of each $1 spent went to programs.
Run by 36 volunteers and 44 employees.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · People: Part I, lines 5–6

Before you give

FY2025 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2025
latest Form 990
Looks good: the latest return is for FY2025, 1 tax year back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
4 of 5
filings with a surplus
Average surplus $255K a year · 20% of revenue · last 5 filings
Fine: a surplus in 4 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
84%
of spending
Looks good: 84% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$120K
to officers and key staff · 10% of spending
Top officer’s pay lower than 64% of similar orgs
Looks good: pay to officers and key staff is 10% of spending; 15% or less.
Pt VII · Sec A
Cash reserves
8 mo
of spending, in cash
Looks good: 7.8 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
1
named funder · $14K
Fine: 1 funder names it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$12K
0.4% of total assets
Looks good: liabilities are 0% of assets; 50% or less.
Pt X · Ln 26
Independent board members
20
of 20 voting members
Looks good: 20 of 20 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$1.3M
-13% vs prior year
Spent
$1.3M
To programs
84%
Net assets
$3.2M
By yearFY2021–FY2025
Revenue
$1.3M
FY2025▼ -13%
Tap a bar for its year
Revenue by fiscal year
FY2021$1.8M
FY2022$618K
FY2023$1.3M
FY2024$1.5M
FY2025$1.3M
Expenses
$1.3M
FY2025▲ +14%
Tap a bar for its year
Expenses by fiscal year
FY2021$972K
FY2022$930K
FY2023$994K
FY2024$1.1M
FY2025$1.3M
Net assets
$3.2M
FY2025▲ +4%
Tap a bar for its year
Net assets by fiscal year
FY2021$2.5M
FY2022$2.2M
FY2023$2.6M
FY2024$3.0M
FY2025$3.2M

From the FY2025 Form 990 (year ending June 2025) · figures checked against the IRS filing · see the original

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Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Sep 1998.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

84 cents of each dollar spent went to programs.

Program services 84% · $1.1M Management & general 9% · $113K Fundraising 7% · $94K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

21 people listed on the 990; $120K paid to officers and key staff.

Part VII, Section A · reportable compensation · most recent filed roster (FY2024); the FY2025 filing did not itemize Part VII
Executive Director
$120,428Pt VII · Sec A
Vice President
$0Pt VII · Sec A
President
$0Pt VII · Sec A
Director
$0Pt VII · Sec A
Director
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
Director
$0Pt VII · Sec A

Gina Upchurch’s $120K as Executive Director is at the 36th percentile of top reported officer pay among 3128 $1–10M health care nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.

Compensation history total reportable pay by year · 1 named individual · Part VII

NameFY2025FY2024FY2023FY2022FY2021
Gina Upchurch$120,428$118,113$110,406$101,566$98,467

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aYes

Programs and updates

Helps seniors get and manage medications, offering health education and insurance counseling.

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Provided by the organization

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1 program · $1.1M · in their own filed words · FY2024
01

Senior PharmAssist helped 2,660 individuals in the FY ended June 30, 2025. We provided comprehensive services to 596 adults 60 and older in Durham with incomes below 300 of the FPL. They benefited from medication therapy management with our clinical pharmacists trained in geriatrics, Medicare insurance counseling, and tailored community…

$1.1Mprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · received and paid
Grants received · FY2025
Total grants receivedfrom 1 funder$14K
Grants paid · 9 grants · $540K · 2020–2024
Unitemized GrantFY2024$183,063
Unitemized GrantFY2024$2,304
Unitemized GrantFY2023$114,670
Unitemized GrantFY2023$2,529
Unitemized GrantFY2022$78,231
Unitemized GrantFY2022$1,430
Unitemized GrantFY2021$71,593
Unitemized GrantFY2021$677
Unitemized GrantFY2020$85,515

By the numbers

The FY2025 990, line by line.

1The main four
Money inPt VIII
$1.3M
Ln 12
Gifts and grantsLn 1h$994K
Investment incomeLn 3$290K
Other incomeLn 4–11$9K
Money outPt IX
$1.3M
Ln 25
Programscol B$1.1M
Managementcol C$113K
Fundraisingcol D$94K
Owns and owesPt X
$3.2M
net assets · Ln 32
Cash and savingsLn 1–2$814K
Total assetsLn 16$3.2M
LiabilitiesLn 26$12K
PeoplePt VI, VII
21
listed · VII A
PaidVII A1
Voting boardVI 1a20
IndependentVI 1b20
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$994K
Government grantsLn 1e$459K
Fees for servicesLn 2g$4K
Investment incomeLn 3$290K
Other incomeLn 4–11$9K
Total revenueLn 12$1.3M
Assets in detailPt X, end of year
SavingsLn 2$814K
Cash and savings togetherLn 1–2$814K
InvestmentsLn 11–13$2.3M
Land, buildings, equipmentLn 10c$10K
Other assetsLn 15$3K
Total assetsLn 16$3.2M
LiabilitiesLn 26$12K
Net assetsLn 32$3.2M
OperationsPt I, VI
EmployeesI 544
VolunteersI 636
Fiscal year endsHeaderJune
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY25End FY25
Cash and savingsLn 1–2$1.0M$814K
InvestmentsLn 11–13$2.0M$2.3M
Land, buildings, equipmentLn 10c$4K$10K
Total assetsLn 16$3.1M$3.2M
LiabilitiesLn 26$26K$12K
Net assetsLn 32$3.0M$3.2M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$0
Grants to domestic individualsLn 2$185K$185K
Grants and assistance to foreign recipientsLn 3$0
Benefits paid to or for membersLn 4$0
Pay of current officers, directors and key staffLn 5$124K$74K$25K$25K
Pay of disqualified personsLn 6$0
Other salaries and wagesLn 7$604K$525K$41K$37K
Pension plan contributionsLn 8$16K$14K$1K$734
Other employee benefitsLn 9$56K$46K$4K$6K
Payroll taxesLn 10$55K$46K$5K$5K
Management feesLn 11a$0
Legal feesLn 11b$0
Accounting feesLn 11c$22K$22K
Lobbying feesLn 11d$0
Investment management feesLn 11f$2K$2K
Other fees for servicesLn 11g$45K$41K$2K$2K
Advertising and promotionLn 12$10K$10K
Office expensesLn 13$56K$46K$2K$7K
Information technologyLn 14$23K$16K$1K$5K
RoyaltiesLn 15$0
OccupancyLn 16$38K$31K$3K$4K
TravelLn 17$585$585
Travel and entertainment for public officialsLn 18$0
Conferences, conventions and meetingsLn 19$5K$5K$69$272
InterestLn 20$0
Payments to affiliatesLn 21$0
Depreciation, depletion and amortizationLn 22$2K$1K$128$163
InsuranceLn 23$5K$2K$2K$150
Other expenses (24a–d)Ln 24$12K$9K$1K$2K
All other expensesLn 24e$0
Total functional expensesLn 25$1.3M$1.1M$113K$94K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest Viewing $1.3M$1.3M$37K$3.2M 990 PDF
FY2024 $1.5M$1.1M$386K$3.0M 990 PDF
FY2023 $1.3M$994K$356K$2.6M 990 PDF
FY2022 $618K$930K−$311K$2.2M 990 PDF
FY2021 $1.8M$972K$809K$2.5M 990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
See the full FY2025 990 (6 parts)
Part I · Summary $1,296,966 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $1,194,369$994,309
I-9 Program service revenuePrior year $1,170$4,434
I-10 Investment incomePrior year $257,842$289,619
I-11 Other revenuePrior year $33,845$8,604
I-12 Total revenuePrior year $1,487,226$1,296,966
I-13 Grants and similar amounts paidPrior year $117,199$185,367
I-14 Benefits paid to members$0
I-15 Salaries and benefitsPrior year $813,885$854,529
I-16a Professional fundraising fees$0
I-17 Other expensesPrior year $170,491$220,245
I-18 Total expensesPrior year $1,101,575$1,260,141
I-19 Revenue less expensesPrior year $385,651$36,825
Part VI · Governance 20 of 20 board members independent, no flags
VI-1a Voting members of the governing body20
VI-1b Independent voting members20
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
VI-14 Document retention and destruction policyYes
VI-15a Process for setting top official's payYes
Part VIII · Statement of revenue $1,296,966 across 9 lines filed
VIII-1a Federated campaigns$13,384
VIII-1e Government grants$458,677
VIII-1f All other contributions, gifts and grants$522,248
VIII-1h Total contributions, gifts and grants$994,309
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $4,434$4,434
VIII-3 Investment incomeExcluded from tax $289,619$289,619
VIII-8 Net income from fundraising events$7,372
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Related to mission $1,232$1,232
VIII-12 Total revenueRelated to mission $5,666 · Excluded from tax $289,619$1,296,966
Part IX · Statement of functional expenses $1,260,141 across 30 lines filed
IX-1 Grants to domestic organizations$0
IX-2 Grants to domestic individualsPrograms $185,367$185,367
IX-3 Grants and assistance to foreign recipients$0
IX-4 Benefits paid to or for members$0
IX-5 Pay of current officers, directors and key staffPrograms $74,411 · Management $24,804 · Fundraising $24,804$124,019
IX-6 Pay of disqualified persons$0
IX-7 Other salaries and wagesPrograms $525,282 · Management $41,454 · Fundraising $36,784$603,520
IX-8 Pension plan contributionsPrograms $13,668 · Management $1,169 · Fundraising $734$15,571
IX-9 Other employee benefitsPrograms $45,809 · Management $4,447 · Fundraising $5,704$55,960
IX-10 Payroll taxesPrograms $45,791 · Management $5,008 · Fundraising $4,660$55,459
IX-11a Management fees$0
IX-11b Legal fees$0
IX-11c Accounting feesManagement $21,530$21,530
IX-11d Lobbying fees$0
IX-11f Investment management feesManagement $2,479$2,479
IX-11g Other fees for servicesPrograms $41,273 · Management $1,774 · Fundraising $2,258$45,305
IX-12 Advertising and promotionPrograms $10,115$10,115
IX-13 Office expensesPrograms $46,444 · Management $2,123 · Fundraising $7,464$56,031
IX-14 Information technologyPrograms $16,268 · Management $1,479 · Fundraising $5,055$22,802
IX-15 Royalties$0
IX-16 OccupancyPrograms $30,904 · Management $3,054 · Fundraising $3,887$37,845
IX-17 TravelPrograms $585$585
IX-18 Travel and entertainment for public officials$0
IX-19 Conferences, conventions and meetingsPrograms $4,678 · Management $69 · Fundraising $272$5,019
IX-20 Interest$0
IX-21 Payments to affiliates$0
IX-22 Depreciation, depletion and amortizationPrograms $1,296 · Management $128 · Fundraising $163$1,587
IX-23 InsurancePrograms $2,119 · Management $2,292 · Fundraising $150$4,561
IX-24 Other expenses (24a–d)Programs $9,005 · Management $1,397 · Fundraising $1,984$12,386
IX-24e All other expenses$0
IX-25 Total functional expensesPrograms $1,053,015 · Management $113,207 · Fundraising $93,919$1,260,141
Part X · Balance sheet $3,177,874 assets, 12 lines filed
X-2 Savings and temporary cash investmentsStart of year $1,042,600$814,384
X-3 Pledges and grants receivableStart of year $3,475$21,851
X-10c Land, buildings and equipment, netStart of year $3,591$10,123
X-11 Publicly traded securitiesStart of year $1,778,925$2,072,949
X-12 Other securitiesStart of year $239,485$255,077
X-15 Other assetsStart of year $3,336$3,490
X-16 Total assetsStart of year $3,071,412$3,177,874
X-17 Accounts payable and accrued expensesStart of year $25,806$11,763
X-26 Total liabilitiesStart of year $25,806$11,763
X-27 Net assets without donor restrictionsStart of year $3,045,606$3,166,111
X-32 Total net assets or fund balancesStart of year $3,045,606$3,166,111
X-33 Total liabilities and net assetsStart of year $3,071,412$3,177,874
Part XI · Reconciliation of net assets $3,166,111 net assets at year end
XI-1 Total revenue$1,296,966
XI-2 Total expenses$1,260,141
XI-3 Revenue less expenses$36,825
XI-4 Net assets at start of year$3,045,606
XI-5 Net unrealized gains (losses) on investments$83,680
XI-10 Net assets at end of year$3,166,111

Form 990 e-file (XML) FY2025 from the IRS · Classification, formation year and address from the IRS Business Master File

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