2026-05-13T16:24:05-05:00 2025-06-30 332621854 CRI CAPIN CROUSE ADVISORS LLC 345 MASSACHUSETTS AVE STE 300 INDIANAPOLIS IN 46204 990 2024-07-01 752470543 PROJECT MEDSEND PROJ 2038918223 1838 GOLD HILL ROAD FORT MILL SC 297086919 RICHARD C ALLEN PRESIDENT/CEO 2038918223 2026-05-13 1 0 DAREN DAIGA P01074795 5055022746 2026-05-13 2024 2025-03-06 01:10:19Z RICHARD C ALLEN 1838 GOLD HILL ROAD FORT MILL SC 297086919 4013146 0 X WWW.MEDSEND.ORG X 1992 TX MEDSEND PROVIDES EDUCATIONAL LOAN REPAYMENT GRANTS TO CHRISTIAN HEALTHCARE PROFESSIONALS. 12 12 17 17 0 0 3229421 3311405 20768 84969 197536 188259 0 -33274 3447725 3551359 1280032 1622816 0 0 1265748 1266026 66398 66120 975806 907517 969463 3519695 3924425 -71970 -373066 3435725 3079136 162279 158867 3273446 2920269 X IN PARTNERSHIP WITH KEY CHRISTIAN MINISTRIES, OUR MISSION IS TO STRATEGICALLY FUND QUALIFIED HEALTHCARE PROFESSIONALS TO SERVE THE PHYSICAL AND SPIRITUAL NEEDS OF PEOPLE AROUND THE WORLD. 0 0 1186665 1068035 16520 NATIONAL SCHOLARS - MEDSEND PROVIDES GRANTS TO U.S. BASED 501(C)(3) ORGANIZATIONS THAT PROVIDE TRAINING FOR MEDICAL PROFESSIONALS IN THIRD WORLD COUNTRIES. 707902 197610 24200 LONGEVITY PROGRAMA MULTI-FACETED INITIATIVE DESIGNED TO PROVIDE PROFESSIONAL, RELATIONAL, AND SPIRITUAL SUPPORT TO HEALTHCARE MISSIONARIES. THE LONGEVITY PROJECT NOT ONLY SUPPORTS THE WELFARE OF THE MISSIONARY FAMILY BUT ALSO WORKS TO ENSURE THEY CAN CONTINUE IN THEIR SERVICE ON THE MISSION FIELD, SAVING LIVES AND INTRODUCING THEIR PATIENTS TO JESUS. 572398 338421 44249 MEDSEND TO THE WORLD - THE BOARD OF DIRECTORS CONTINUES TO MAKE COMMITMENTS TO REPAY THE EDUCATIONAL LOANS OF U.S. HEALTHCARE PROFESSIONALS DURING THEIR TERMS OF SERVICE BOTH AT HOME (USA) AND ABROAD. APPROVED CANDIDATES AND RENEWAL CANDIDATES ARE REVIEWED AND VOTED UPON BY THE BOARD. 18750 18750 0 LAUNCH PROJECT - AFTER GRADUATION, CHRISTIAN NATIONALS WHO FEEL CALLED TO WORK IN MISSION HOSPITALS AND CLINICS SERVING THE MOST VULNERABLE AND UNDER-RESOURCED AREAS WILL BE ELIGIBLE TO APPLY FOR A SALARY SUBSIDY THROUGH THE LAUNCH PROJECT. THIS PROGRAM HELPS THE NATIONAL SCHOLAR TRANSITION INTO MISSIONARY WORK BY PROVIDING FINANCIAL SUPPORT FOR THREE YEARS. 18750 18750 0 2485715 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 0 1 0 0 0 1 0 1 1 1 0 0 0 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 95 0 1 17 1 0 0 0 0 0 0 0 0 0 0 0 0 X 12 12 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 AK AR CO FL GA HI KS KY MA MD ME MI MN MS NC ND NH NJ NM NV NY OH OK OR PA RI SC TN UT VA WA WI WV X X RICHARD C ALLEN 2038918223 1838 GOLD HILL ROAD FORT MILL SC 297086919 JANET CROW MD-DIRECTOR VICE CHAIR(PART YEAR)/CHAIR/CHAIR OF NOM. COM 4.00 X X 0 0 0 JOHN NWAGNWU DIRECTOR/VICE CHAIRPERSON 2.00 X X 0 0 0 CHRIS WALKER SECRETARY/DIRECTOR 4.00 X X 0 0 0 DOUGLAS A DREVETS MD CHAIRMAN/DIRECTOR (PART YEAR) 4.00 X X 0 0 0 ROBIN NICHOLS TREASURER 4.00 X X 0 0 0 IIIONA MARUSZAK DIRECTOR 2.00 X 0 0 0 SHANE HIGBY DIRECTOR 4.00 X 0 0 0 DR YONG LIE LEE DIRECTOR 2.00 X 0 0 0 PETER SHIH DIRECTOR 2.00 X 0 0 0 DAVID WATT DIRECTOR 2.00 X 0 0 0 MICHAEL JOHNSON DIRECTOR 2.00 X 0 0 0 ERIN GOELDNER-DIRCHAIR OF GOVERNANCE & COMP. COMM. (PART-YEAR) 4.00 X 0 0 0 RYAN TAKANAGA DIRECTOR 2.00 X 0 0 0 KENNETH GROSS DIRECTOR 2.00 X 0 0 0 RICHARD C ALLEN-PRESIDENT CEO/CHAIR. RETIREMENT OVERSIGHT COMM. 40.00 X 148557 0 14942 MORGAN BOARDMAN CHIEF DEVELOPMENT OFFICER 40.00 X 111900 0 32396 JOHN SIMONTACCHI SR. VP OF DEVELOPMENT 40.00 X 113448 0 11836 373905 0 59174 3 0 1 0 0 1022984 2288421 103122 3311405 STUDENT REFUNDS 900099 44249 44249 LONGEVITY PROJECT REV. 900099 24200 24200 REGISTRATION FEES 900099 16520 16520 84969 69912 69912 353624 235277 118347 118347 118347 193236 1022984 226510 -33274 -33274 3551359 84969 0 154985 338421 338421 1284395 1284395 164607 49382 28806 86419 867742 260322 151856 455564 58595 17578 10254 30763 98472 29542 17232 51698 76610 22983 13407 40220 39387 39387 5600 5600 66120 66120 16965 16965 104955 23991 31843 49121 76533 12245 39216 25072 24140 5092 6796 12252 18193 6913 5640 5640 44729 35783 4473 4473 502419 387165 23175 92079 4566 1826 1918 822 PUBLICATIONS AND PRINTI 48625 9725 5057 33843 BAD DEBT 44684 44684 DUES AND SUBSCRIPTION 36111 16250 19861 APPRECIATION EXPENSE 1859 1859 697 352 345 3924425 2485715 462904 975806 130767 78656 509526 695760 750347 286680 14274 7544 23615 23615 0 0 1988094 1995907 42717 14589 3435725 3079136 121965 145079 40314 13788 162279 158867 X 2563281 2345829 710165 574440 3273446 2920269 3435725 3079136 -373066 19889 0 X 0 1 X 1 0 X 3087342 2995749 2646646 3229421 3311405 15270563 3087342 2995749 2646646 3229421 3311405 15270563 2509638 12760925 681 1957 49348 83791 69912 205689 1 1 1100 52 1152 15477405 130586 0.82450 0.68020 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 23615 23615 0 0 OPERATING LEASE LIABILITIES 13788 13788 3780793 19889 226510 246399 3534394 16965 16965 3551359 4133970 226510 226510 3907460 16965 16965 3924425 PART XI, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EVENT EXPENSES 226,510. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EVENT EXPENSES 226,510. 1 SUB-SAHARAN AFRICA 0 0 GRANTMAKING 980911 EAST ASIA & THE PACIFIC 0 0 GRANTMAKING 242941 EUROPE 0 0 PROGRAM SERVICES MEDREFRESH RETREAT IN CONNECTION WITH THE LONGEVITY PROJECT 308866 CENTRAL AMERICA AND THE CARIBBEAN 0 0 GRANTMAKING 5483 MIDDLE EAST AND NORTH AFRICA 0 0 GRANTMAKING 20845 RUSSIA AND NEIGHBORING STATES 0 0 GRANTMAKING 4666 SOUTH AMERICA 0 0 GRANTMAKING 1255 SOUTH ASIA 0 0 GRANTMAKING 28294 0 0 0 0 0 0 1593261 0 1593261 NATIONAL SCHOLAR GRANT SUB-SAHARAN AFRICA 192 898455 CHECK NATIONAL SCHOLAR GRANT EAST ASIA AND THE PACIFIC 43 189600 CHECK LONGEVITY PARTICIPANTS CENTRAL AMERICA AND THE CARIBBEAN 2 5483 WIRE LONGEVITY PARTICIPANTS EAST ASIA AND THE PACIFIC 13 53341 WIRE LONGEVITY PARTICIPANTS MIDDLE EAST AND NORTH AFRICA 10 20845 WIRE LONGEVITY PARTICIPANTS RUSSIA AND NEIGHBORING STATES 1 4666 WIRE LONGEVITY PARTICIPANTS SOUTH AMERICA 1 1255 WIRE LONGEVITY PARTICIPANTS SOUTH ASIA 7 28294 WIRE LONGEVITY PARTICIPANTS SUB-SAHARAN AFRICA 21 82456 WIRE 0 0 0 0 0 0 PART I, LINE 2: THE VP OF GRANT MANAGEMENT ("VP") PREPARES A LIST OF NATIONAL SCHOLARS THAT ARE BEING FUNDED FOR THE QUARTER, NOTING AND REMOVING NATIONAL SCHOLARS WHO HAVE GRADUATED OR ARE NO LONGER IN THE PROGRAM AND EMAILS THE LIST OF NAMES AND AMOUNTS TO BE DISTRIBUTED ON THEIR BEHALF TO THE DESIGNATED PROGRAM COORDINATOR FOR CONFIRMATION THAT THE INFORMATION IS CORRECT. ONCE THE INFORMATION IS CONFIRMED, THE MEDSEND ACCOUNTANT PREPARES AN ACH PAYMENT AND PAYMENTS ARE MADE ELECTRONICALLY. AN EMAIL IS SENT TO THE DESIGNATED ACCOUNTANT AND PROGRAM COORDINATORS IN THE US AND OVERSEAS. THE CEO, ACCOUNTANT AND PROGRAM MANAGER ARE COPIED ON THE DOCUMENT. THE DOCUMENT ASKS FOR A SIGNATURE ACKNOWLEDGING THAT THE FUNDS HAVE BEEN RECEIVED AND FOR THE SIGNED ACKNOWLEDGEMENT TO BE EMAILED TO THE VP. THE DESIGNATED INTERNATIONAL ASSOCIATE ACCOUNTING PERSON SIGNS THE DOCUMENT ACKNOWLEDGING RECEIPT OF THE FUNDS AND EMAILS THE DOCUMENT BACK TO THE VP. THE ACKNOWLEDGEMENT IS UPLOADED TO SALESFORCE. PART I, LINE 3: THE ORGANIZATION TRACKED EXPENDITURES IN ACCORDANCE WITH ACCRUAL BASIS OF ACCOUNTING. X X X X 1 DEVELOPMENT SERVICES GROUP 4258 RIDGEGATE DRIVE PEACHTREE CORNERS GA 30097 CONSULTING 0 0 66120 -66120 66120 -66120 AK AR CO FL GA HI KS KY ME MA MI MN MS NV NH NJ NM NY NC ND OH OK PA RI SC TN UT VA WA WV WI PATHWAYS RETREAT 1040645 890645 150000 129912 20997 25534 CHARLOTTE DINNER 92686 67686 25000 18433 4009 3729 1 82889 64653 18236 16204 491 7201 1216220 1022984 193236 146116 18433 25497 36464 226510 -33274 SCHEDULE G, PART I, LINE 2B, COLUMN (V) THE PROFESSIONAL FUNDRAISING SERVICES WERE CONSULTING IN NATURE. NO GROSS RECEIPTS WERE DIRECTLY GENERATED FROM THE SERVICES PROVIDED. 1 GRANT RECIPIENT PROGRAM 115 338421 PART I, LINE 2: MEDSEND TO THE WORLD: THE MEDSEND ACCOUNTANT ("ACCOUNTANT") RUNS A DISBURSEMENT REPORT IN SALESFORCE PRIOR TO THE 5TH AND 20TH CHECK RUNS. THE DISBURSEMENT REPORT LISTS THE FUNDING REQUEST NAME OF THE GRANT RECIPIENT, THE PAYEE NAME, LENDER ACCOUNT #, AMOUNT, PAYMENT METHOD, AND STATUS (FOR EXAMPLE, SCHEDULED, CANCELLED, OR PAID). THE ACCOUNTANT COMPARES THIS REPORT WITH HER SPREADSHEET OF CHANGES THAT OCCURRED DURING THE MONTH AND NOTIFIES THE VP OF GRANT MANAGEMENT ("VP") OF ANY CHANGES BY CREATING A PAYMENT OF GRANT REPORT (POG) THAT GETS EMAILED TO THE CEO, THE VP AND APPROPRIATE OFFICE ADMINISTRATION STAFF. THE VP UPDATES SALESFORCE WITH THE PAYMENT CHANGES AND WITH CHANGES TO GRANT RECIPIENTS STATUS. FOR EXAMPLE, IF A GRANT RECIPIENT COMES OFF THE FIELD, THE VP CANCELS FUTURE PAYMENTS SO THAT THEY NO LONGER SHOW UP ON THE DISBURSEMENT REPORT. UPDATES ARE SIMILARLY MADE IF A GRANT IS PAID IN FULL, NEWLY STARTED, OR FORGIVEN UNDER PUBLIC SERVICE LOAN FORGIVENESS (PSLF). GRANT RECIPIENT'S LENDER ACCOUNTS ARE AUDITED MULTIPLE TIMES EACH YEAR BY THE ACCOUNTANT AND VP. GRANT RECIPIENTS ARE RESPONSIBLE FOR NOTIFYING THE VP IF THEY COME OFF THE FIELD SO THAT GRANT PAYMENTS CAN BE TERMINATED, AND FUTURE LOAN PAYMENTS CAN BE TRANSFERRED BACK TO THE GRANT RECIPIENT. THE GRANT MANAGER HEARS FROM THE GRANT RECIPIENTS VIA EMAIL, ANNUAL REPORTS AND THROUGH NEWSLETTERS. THE LONGEVITY PROJECT: THE LONGEVITY PROJECT PROGRAM MANAGER MONITORS THE USE OF GRANT FUNDS BY REVIEWING AND APPROVING ALL SERVICE-RELATED INVOICES AND REIMBURSEMENT REQUESTS PRIOR TO PAYMENT. THE PROGRAM MANAGER RECEIVES INVOICES FROM APPROVED SERVICE PROVIDERS AND REIMBURSEMENT REQUESTS FROM GRANT RECIPIENTS, CONFIRMS THAT SERVICES WERE RENDERED OR EXPENSES WERE INCURRED IN ACCORDANCE WITH THE GRANT PURPOSE, AND VERIFIES THAT CHARGES ALIGN WITH APPROVED BUDGETS AND PARTICIPANT ELIGIBILITY. THE PROGRAM MANAGER HAS AUTHORITY TO APPROVE INVOICES AND REIMBURSEMENTS UP TO $2,000; AMOUNTS EXCEEDING $2,000 REQUIRE REVIEW AND APPROVAL BY THE CEO. ONCE APPROVED, THE PROGRAM MANAGER PREPARES THE PAYMENT DOCUMENTATION IN SALESFORCE AND SENDS AN EMAIL TO THE ACCOUNTING TEAM, COPYING THE CEO, WITH A LINK TO THE RELEVANT SALESFORCE RECORDS AND THE TOTAL AMOUNT TO BE PAID DURING THE 5TH AND 20TH DISBURSEMENT CYCLES. THE ACCOUNTING TEAM THEN PROCESSES THE PAYMENT. THIS PROCESS ENSURES THAT GRANT FUNDS ARE USED SOLELY FOR AUTHORIZED PURPOSES AND THAT ALL EXPENDITURES ARE REVIEWED, APPROVED, DOCUMENTED, AND TRACKED WITHIN SALESFORCE. X X X 0 0 0 0 0 0 0 0 0 RICHARD C ALLEN-PRESIDENT CEO/CHAIR. RETIREMENT OVERSIGHT COMM 148557 0 0 0 0 0 11904 0 3038 0 163499 0 0 0 X 14 103122 MARKET VALUE 0 0 1 0 PART I, COLUMN (B): THE NUMBER OF CONTRIBUTIONS REPRESENT THE NUMBER OF CONTRIBUTIONS RECEIVED, NOT THE NUMBER OF ITEMS DONATED. FORM 990, PART VI, SECTION A, LINE 1A THE EXECUTIVE COMMITTEE SHALL BE COMPRISED OF THE CHAIR, VICE CHAIR, THE TREASURER, AND THE SECRETARY OF THE BOARD. THE CEO SHALL BE A NON-VOTING EX-OFFICIO MEMBER OF THE EXECUTIVE COMMITTEE. THE EXECUTIVE COMMITTEE SHALL HAVE THE GENERAL AUTHORITY TO ACT FOR THE ORGANIZATION IN ALL MATTERS NOT RESERVED SPECIFICALLY FOR THE BOARD, PARTICULARLY THOSE WHICH MUST BE ACTED UPON PRIOR TO THE NEXT BOARD MEETING OR THOSE REQUIRING EMERGENCY ACTION. THE EXECUTIVE COMMITTEE MAY NOT EXECUTE FINAL APPROVAL OF ANY AMENDMENT TO THE ARTICLES OF INCORPORATION, AMENDMENT TO THE BYLAWS, OR THE ANNUAL BUDGET. ALL ACTIONS OF THE EXECUTIVE COMMITTEE SHALL BE IN ACCORD WITH THE POLICIES AND DIRECTIVES OF THE BOARD. THE EXECUTIVE COMMITTEE MUST REPORT TO THE BOARD ANY ACTION IT TAKES WITHIN 30 DAYS OF A DECISION. THE EXECUTIVE COMMITTEE IS NOT AUTHORIZED TO MAKE DECISIONS WITH RESPECT TO THE FOLLOWING MATTERS: - DISSOLVING THE CORPORATION - HIRING OR FIRING THE CHIEF EXECUTIVE - ENTERING INTO MAJOR CONTRACTS OR SUING ANOTHER ENTITY - MAKING SIGNIFICANT CHANGES TO A BOARD-APPROVED BUDGET - ADOPTING OR ELIMINATING MAJOR PROGRAMS - BUYING OR SELLING PROPERTY - AMENDING THE BYLAWS - CHANGING ANY POLICIES THE BOARD DETERMINES MUST BE CHANGED ONLY BY THE BOARD FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS PREPARED BY AN INDEPENDENT TAX PREPARER AND REVIEWED IN DETAIL BY THE ORGANIZATION'S CEO/PRESIDENT, TREASURER/CHAIRMAN OF THE AUDIT COMMITTEE, AND CHAIRMAN OF THE BOARD. THE REVIEWED FORM 990 IS THEN PROVIDED TO THE BOARD OF DIRECTORS PRIOR TO FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION REQUIRES ALL OFFICERS AND BOARD MEMBERS TO ANNUALLY COMPLETE AND SIGN A CONFLICT OF INTEREST QUESTIONNAIRE. THE BOARD CHAIR OR SECRETARY IS RESPONSIBLE FOR REVIEWING THE SIGNED STATEMENTS AND ENSURING THAT INTERESTED PERSONS ARE IN COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY. SHOULD ANY POTENTIAL CONFLICTS OF INTEREST BE DISCLOSED, THE BOARD MEMBER OR OFFICER WOULD BE ASKED TO REFRAIN FROM PARTICIPATION IN ANY DELIBERATION OR DECISION WITH REGARD TO MATTERS AFFECTED BY THE RELATIONSHIP. FORM 990, PART VI, SECTION B, LINE 15A THE PRESIDENT/CEO'S COMPENSATION IS REVIEWED AND APPROVED BY THE INDEPENDENT MEMBERS OF THE BOARD OF DIRECTORS UTILIZING COMPARABILITY DATA. THE BOARD EXECUTIVE COMMITTEE MEETS AS PART OF THE COMPENSATION COMMITTEE TO REVIEW THE PRESIDENT/CEO'S COMPENSATION AND THIS PROCESS IS DOCUMENTED IN THE EXECUTIVE COMMITTEE MINUTES. FORM 990, PART VI, SECTION B, LINE 15B: THE ORGANIZATION DOES NOT COMPENSATE ANY OTHER OFFICERS OR KEY EMPLOYEES. THEREFORE, THIS LINE WAS ANSWERED NO IN ACCORDANCE WITH THE INSTRUCTIONS. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST.