Nonprofit · EIN 62-0924699
QSOURCE
Tax-exempt · MEMPHIS, TN 38125
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| July 31, 2025 | 990 | $11,338,029 | $12,058,653 | -$720,624 | $30,908,626 | $933,379 | $29,975,247 |
| July 31, 2024 | 990 (amended) | $15,524,290 | $14,844,899 | $679,391 | $31,343,869 | $673,511 | $30,670,358 |
| July 31, 2023 | 990 | $14,152,366 | $13,429,675 | $722,691 | $29,137,999 | $948,583 | $28,189,416 |
Financial details: 990 for the year ended July 31, 2025
Revenue
- Contributions, gifts and grants
- $4,396,230
- of which government grants
- $4,396,230
- Program service revenue
- $4,767,005
- Investment income
- $2,174,794
- Net gain from sales of assets
- $1,430,581
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $15,000
- Compensation of officers, directors and key employees
- $1,058,309
- Other salaries and wages
- $5,183,417
- Salaries, compensation and benefits (total)
- $8,874,135
- Professional fundraising fees
- $0
- Legal fees
- $273,926
- Accounting fees
- $210,489
- Occupancy
- $189,067
- Travel
- $100,303
- Depreciation
- $79,607
- Program services (functional)
- $7,504,913
- Management and general (functional)
- $4,553,740
Balance sheet and other
- Total assets, start of year
- $31,343,869
- Total assets, end of year
- $30,908,626
- Total liabilities, end of year
- $933,379
- Net assets, end of year
- $29,975,247
- Land, buildings and equipment
- $168,603
- Publicly traded securities
- $25,326,649
- Net assets without donor restrictions
- $29,975,247
- Gross receipts
- $21,275,005
- Employees
- 101
- Volunteers
- 0
- Year formed
- 1973
- State of legal domicile
- TN
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended July 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| MARY LYN BALDAUF | CEO Officer | 40 | $476,689 | $14,414 |
| CHERYL MASELLA | VP of Finance Key employee | 40 | $207,604 | $15,177 |
| DENISE GEE | VP of HR, Compliance & Corporate Services Key employee | 40 | $208,689 | $7,987 |
| REBEL WARD | VP of Operations Key employee | 40 | $183,992 | $26,610 |
| JOSEPH GREER | INFORMATION TECHNOLOGIES DIRECTOR Highest-paid employee | 40 | $181,374 | $25,170 |
| JOHN COSTA | ANALYTIC INFORMATICS DIRECTOR Highest-paid employee | 40 | $184,534 | $7,650 |
| JENNIFER FESMIRE | Accounting Controller Highest-paid employee | 40 | $140,505 | $1,057 |
| JENNIFER RIDE | Practice Solutions Team Director Highest-paid employee | 40 | $124,581 | $16,098 |
| REGINALD PHILLIPS | Data Analyst III Highest-paid employee | 40 | $114,241 | $6,926 |
| REBECCA ZASECK | Vice Chair Trustee or director, Officer | 1 | $3,983 | $0 |
| WILLIAM WAGNER | Chair Trustee or director, Officer | 1 | $3,800 | $0 |
| MARK PRIFOGLE | Secretary Trustee or director, Officer | 1 | $3,100 | $0 |
| JOANN BURKE | Board member Trustee or director | 1 | $3,000 | $0 |
| LISA NIX | Treasurer Trustee or director, Officer | 1 | $2,800 | $0 |
| CLAUDE PIRTLE | Board member Trustee or director | 1 | $2,510 | $0 |
4 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| PREETHI YERRAM | Board member Trustee or director | 1 | $2,111 |
| TERRI SABELLA | Board member Trustee or director | 1 | $1,500 |
| JORENE LOGAN | Board member Trustee or director | 1 | $1,285 |
| JODY FLEMING | Board member Trustee or director | 1 | $1,000 |
990 for the year ended July 31, 2024: 21 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| Mary Lyn Baldauf | CEO Officer | 40 | $439,161 | $2,323 |
| Joseph Greer | Information Technologies Director Highest-paid employee | 40 | $183,235 | $13,309 |
| Denise Gee | VP Corporate Services & Compliance Key employee | 40 | $192,182 | $1,358 |
| Ann Wrigley | COO Highest-paid employee | 40 | $165,936 | $9,834 |
| Mitzi Daffron | Task Order Director Highest-paid employee | 40 | $159,902 | $11,398 |
| Rebel Ward-McKnight | VP Operations Key employee | 40 | $158,252 | $11,573 |
| Cheryl Masella | VP of Finance Highest-paid employee | 40 | $145,625 | $969 |
| John R Costa | Analytic Informatics Director Highest-paid employee | 40 | $140,625 | $0 |
| William B Wagner | Chair Trustee or director, Officer | 1 | $6,100 | $0 |
| Erica L Gettis | Chair Elect Trustee or director, Officer | 1 | $4,925 | $0 |
| JoAnn M Burke | Immediate Past Chair Trustee or director, Officer | 1 | $4,650 | $0 |
| Rebecca Riley Zaseck | Secretary Trustee or director, Officer | 1 | $4,100 | $0 |
| Susan R Cooper | Director Trustee or director | 0.5 | $4,050 | $0 |
| Mark Prifogle | Director Trustee or director | 0.5 | $3,800 | $0 |
| Terri Sabella | Director Trustee or director | 0.5 | $3,650 | $0 |
| Preethi Yerram | Director Trustee or director | 0.5 | $3,500 | $0 |
| Claude J Pirtle | Director Trustee or director | 0.5 | $3,400 | $0 |
| Lisa Tate Nix | Treasurer Trustee or director, Officer | 1 | $2,800 | $0 |
| Mitch Graves | Director Trustee or director | 0.5 | $2,075 | $0 |
| Jody Fleming | Director Trustee or director | 0.5 | $0 | $0 |
| Jorene Logan | Director Trustee or director | 0.5 | $0 | $0 |
990 for the year ended July 31, 2023: 24 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| BENJAMIN S HEAVRIN | CHIEF MEDICAL OFFICER Officer | 40 | $382,288 | $32,330 |
| DAWN FITZGERALD | FORMER CEO Former | 40 | $389,434 | $5,119 |
| NANCY C ARCHER | COO THROUGH 2/2023 Officer | 40 | $250,476 | $24,957 |
| JASON NESIUS | VP OF FINANCE THROUGH 5/2023 Highest-paid employee | 40 | $196,621 | $29,426 |
| ANN L WRIGLEY | COO Officer | 40 | $194,915 | $10,640 |
| ADRIENNE N HUNTLEY | VP HR & COMPLIANCE THROUGH 3/2023 Highest-paid employee | 40 | $159,233 | $7,391 |
| MITZI L DAFFRON | TASK ORDER DIRECTOR Highest-paid employee | 40 | $147,432 | $15,124 |
| JOSEPH R GREER | INFORMATION TECHNOLOGIES DIRECTOR Highest-paid employee | 40 | $120,941 | $18,571 |
| SUSAN D BRITTMAN | ANALYTIC MANAGER I Highest-paid employee | 40 | $114,349 | $24,327 |
| TERRI SABELLA | CHAIR THROUGH 11/2022 Trustee or director, Officer | 1 | $7,250 | $0 |
| JOHN CZARNIK | IMMEDIATE PAST CHAIR THROUGH 11/2022 Trustee or director, Officer | 1 | $6,250 | $0 |
| WILLIAM B WAGNER | CHAIR ELECT Trustee or director, Officer | 1 | $6,250 | $0 |
| JOANN M BURKE | CHAIR STARTING 11/2022 Trustee or director, Officer | 1 | $6,000 | $0 |
| PAUL KECKLEY | DIRECTOR THROUGH 11/2022 Trustee or director | 0.5 | $6,000 | $0 |
| SCOTT SOLCHER | DIRECTOR THROUGH 11/2022 Trustee or director | 0.5 | $5,875 | $0 |
| SUSAN R COOPER | DIRECTOR Trustee or director | 0.5 | $5,500 | $0 |
| ERICA L GETTIS | SECRETARY Trustee or director, Officer | 1 | $5,000 | $0 |
| TERESA L COUTS | DIRECTOR THROUGH 11/2022 Trustee or director | 0.5 | $4,875 | $0 |
| MITCH GRAVES | DIRECTOR Trustee or director | 0.5 | $4,625 | $0 |
| CLAUDE J PIRTLE | DIRECTOR Trustee or director | 0.5 | $3,500 | $0 |
| LISA TATE NIX | TREASURER Trustee or director, Officer | 1 | $0 | $0 |
| BRIAN C TABOR | DIRECTOR Trustee or director | 0.5 | $0 | $0 |
| PREETHI YERRAM | DIRECTOR Trustee or director | 0.5 | $0 | $0 |
| MARY-LYN BALDAUF | CEO STARTING 1/2023 Officer | 40 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 3725 CHAMPION HILLS DR STE 3100, MEMPHIS, TN 38125-2510
- Principal officer (990 for 2024)
- MARY-LYN BALDAUF, 8245 Tournament Drive 201, Memphis, TN 38125
- Signed the 990
- CHERYL MASELLA, VP of Finance
- Phone
- (901) 682-0381
- Website
- WWW.QSOURCE.ORG
- Return prepared by
- Forvis Mazars LLP
Mission
at qsource, our mission is to improve healthcare through patient-centered, provider-focused solutions.
Program accomplishments
- Qsource provides the states of Arkansas, Florida and Indiana with an independent external quality review of the managed care plans available to the enrollees in each state, with limited review in Tennessee.Expenses $3,327,670
- qsource OVERSEES AND IMPROVES THE QUALITY OF CARE DELIVERED TO END-STAGE RENAL DISEASE PATIENTS THROUGH THE DEVELOPMENT AND EXECUTION OF QUALITY IMPROVEMENT PROGRAMS & INTERVENTIONS, THE COLLECTION AND ANALYSIS OF OUTCOMES DATA, AND THE PROVISION OF TECHNICAL ASSISTANCE TO PATIENTS AND PROVIDERS OF DIALYSIS AND KIDNEY TRANSPLANTATION, INCLUDING THE PROCESSING OF COMPLAINTS AND GRIEVANCES.Expenses $2,646,444
- QSOURCE WORKS WITH HEALTHCARE COMMUNITIES IN THE STATE OF INDIANA TO IMPROVE THE QUALITY OF HEALTHCARE BY ASSISTING PROVIDERS IN MEASURING AND REPORTING QUALITY, PRODUCING AND USING ELECTRONIC CLINICAL IMFORMATION, REDESIGNING CARE PROCESSES, AND TRANSFORMING ORGANIZATIONAL CULTURE TO ACCELERATE QUALITY IMPROVEMENT AND BROADEN ITS IMPACT. To supplement individual technical assistance, we convene providers, practitioners and patients to build and share knowledge, spread best practices, and achieve rapid, wide-scale improvements in patient care.Expenses $1,506,224
- Expenses $24,575 · grants $15,000 · revenue $4,767,005
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in July, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | July 31, 2026 | December 15, 2026 | Not due yet |
| 2024 | July 31, 2025 | December 15, 2025 | 990 on file |
| 2023 | July 31, 2024 | December 16, 2024 | 990 on file |
IRS record
- EIN
- 62-0924699
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1974
- Accounting year ends
- July
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $30,908,626
- Income (IRS master file)
- $21,275,005
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | July 2025 | $11,338,029 | $12,058,653 | $30,908,626 | XML |
| 990 | July 2024 | $15,524,290 | $14,844,899 | $31,343,869 | IRS |
| 990 | July 2023 | $14,152,366 | $13,429,675 | $29,137,999 | XML |
| 990 | July 2022 | $12,558,575 | $12,767,250 | $28,235,810 | IRS |
| 990-T | July 2022 | – | – | – | IRS |
| 990 | July 2021 | – | – | – | IRS |
| 990-T | July 2021 | – | – | – | IRS |
| 990 | July 2020 | – | – | – | IRS |
| 990 | July 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 62-0924699).
Questions about QSOURCE
- What is the EIN of QSOURCE?
- The employer identification number (EIN) of QSOURCE is 62-0924699.
- Is QSOURCE tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1974.
- Are donations to QSOURCE tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does QSOURCE file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of QSOURCE due?
- The return for tax year 2025 (the year ending July 31, 2026) is due December 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did QSOURCE last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended July 2025.
- Who is the principal officer of QSOURCE?
- The 990 for the year ended July 31, 2025 names MARY-LYN BALDAUF.
- Who are the officers and directors of QSOURCE?
- The 990 for the year ended July 31, 2025 lists 19 people; 19 received compensation from the organization, the highest $476,689 (MARY LYN BALDAUF, CEO).
- How much revenue does QSOURCE have?
- On its 990 for the year ended July 31, 2025 it reported revenue of $11,338,029, expenses of $12,058,653 and total assets of $30,908,626 at year end.
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