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Nonprofiteer
← WESTERN CAROLINA MEDICAL SOCIETY FOUNDATION INC

Form 990 for tax year 2023

Filed by WESTERN CAROLINA MEDICAL SOCIETY FOUNDATION INC.

Totals

Total revenue
$1,533,547
Total expenses
$1,555,753
Contributions and grants received
$863,008
Grants paid
$13,870
Program service revenue
$649,283
Investment income
$15,712
Other revenue
$5,544
Total assets, end of year
$2,385,854
Total liabilities, end of year
$182,957
Net assets or fund balances, end of year
$2,202,897
Program services expenses (Part IX)
$1,208,979
Management and general expenses
$262,463
Fundraising expenses
$84,311
Program service expenses (Part III)
$1,208,979

Program services were 77.7% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1b · Membership dues

    $149,631

  • 1e · Government grants (contributions)

    $316,326

  • 1f · All other contributions, gifts and grants

    $397,051

  • 1g · Noncash contributions included above

    $5,505

  • 2a · Program service revenue: Interpreter Network

    total $649,283 · unrelated business $0 · excluded $0

  • 3 · Investment income

    total $9,707 · unrelated business $0 · excluded $9,707

  • 7a · Gross sales of assets other than inventory

    securities $6,005

  • 7c · Gain or loss

    securities $6,005

  • 7d · Net gain or loss

    total $6,005 · related or exempt $0 · unrelated business $0 · excluded $6,005

  • 11a · Other revenue: Miscellaneous

    total $4,394 · related or exempt $0 · unrelated business $0 · excluded $4,394

  • 11b · Other revenue: Advertising Income

    total $1,150 · related or exempt $1,150 · unrelated business $0 · excluded $0

  • 11e · Other revenue, total

    $5,544

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $9,000 · program services $9,000

  • 2 · Grants to domestic individuals

    total $4,870 · program services $4,870

  • 5 · Compensation of officers, directors and key employees

    total $72,952 · program services $51,417 · management and general $8,696 · fundraising $12,839

  • 7 · Other salaries and wages

    total $439,306 · program services $358,956 · management and general $70,998 · fundraising $9,352

  • 8 · Pension plan contributions

    total $3,943 · program services $3,470 · management and general $355 · fundraising $118

  • 9 · Other employee benefits

    total $58,306 · program services $51,207 · management and general $5,511 · fundraising $1,588

  • 10 · Payroll taxes

    total $40,401 · program services $34,279 · management and general $3,606 · fundraising $2,516

  • 11b · Fees: legal

    total $9,785 · program services $0 · management and general $9,785 · fundraising $0

  • 11c · Fees: accounting

    total $101,023 · program services $34,206 · management and general $66,817 · fundraising $0

  • 11f · Fees: investment management

    total $1,793 · program services $0 · management and general $1,793 · fundraising $0

  • 11g · Fees: other

    total $183,189 · program services $138,912 · management and general $19,734 · fundraising $24,543

  • 12 · Advertising and promotion

    total $17,742 · program services $0 · management and general $17,742 · fundraising $0

  • 13 · Office expenses

    total $53,231 · program services $38,950 · management and general $8,779 · fundraising $5,502

  • 14 · Information technology

    total $57,853 · program services $46,508 · management and general $11,030 · fundraising $315

  • 16 · Occupancy

    total $13,915 · program services $11,799 · management and general $1,759 · fundraising $357

  • 17 · Travel

    total $51,073 · program services $51,073 · management and general $0 · fundraising $0

  • 19 · Conferences, conventions and meetings

    total $31,251 · program services $16,813 · management and general $8,115 · fundraising $6,323

  • 22 · Depreciation, depletion and amortization

    total $15,388 · program services $3,137 · management and general $12,251 · fundraising $0

  • 23 · Insurance

    total $11,625 · program services $3,895 · management and general $7,730 · fundraising $0

  • 24a · Other expenses: Project Access RX/DME

    total $13,453 · program services $13,016 · management and general $0 · fundraising $437

  • 24b · Other expenses: Interpreter Services

    total $303,304 · program services $303,304 · management and general $0 · fundraising $0

  • 24c · Other expenses: Translation

    total $11,546 · program services $11,546 · management and general $0 · fundraising $0

  • 24d · Other expenses: Program Event Expenses

    total $34,805 · program services $18,554 · management and general $399 · fundraising $15,852

  • 24e · All other expenses

    total $15,999 · program services $4,067 · management and general $7,363 · fundraising $4,569

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $893,747 · end of year $947,347

  • 2 · Savings and temporary cash investments

    beginning of year $323,926 · end of year $338,402

  • 3 · Pledges and grants receivable

    beginning of year $68,767 · end of year $71,000

  • 4 · Accounts receivable

    beginning of year $251,951 · end of year $191,036

  • 9 · Prepaid expenses and deferred charges

    beginning of year $48,433 · end of year $48,564

  • 10a · Land, buildings and equipment: cost or other basis

    $542,629

  • 10b · Land, buildings and equipment: accumulated depreciation

    $328,885

  • 10c · Land, buildings and equipment, net

    beginning of year $204,088 · end of year $213,744

  • 11 · Investments: publicly traded securities

    beginning of year $367,551 · end of year $383,690

  • 15 · Other assets

    beginning of year $183,215 · end of year $192,071

  • 17 · Accounts payable and accrued expenses

    beginning of year $82,390 · end of year $83,183

  • 19 · Deferred revenue

    beginning of year $70,400 · end of year $99,774

  • 27 · Net assets without donor restrictions

    beginning of year $931,580 · end of year $971,445

  • 28 · Net assets with donor restrictions

    beginning of year $1,257,308 · end of year $1,231,452

Mission and programs · 2023

Mission

Western Carolina Medical Society Foundation is a physician- and community-led organization. Its mission is to address issues of access to quality health care, disparities in health, wellness and prevention.

Activities or mission (Part I)

WC Medical Societys mission is to advocate for healthy communities, increase access to healthcare, fight health inequities, and promote wellness in Western North Carolina.

  • Withheld by Nonprofiteer: this text may name a private individual.

    Expenses $1,208,979 · Grants $13,870 · Revenue $649,283

As filed on the 2023 return. A text marked withheld matched a screen for wording that may name a private individual, such as an honorific or "in memory of". Most of what it withholds names no one; it is withheld so that what does is never shown.

Listed in Part VII

  • Elisa Quarles

    Departing Executive Director

    Total calculated
    $73,652
    From this org
    $71,007
    From related orgs
    $0
    Other
    $2,645
    Hours/week
    40

  • Karen Wallace-Miegs

    Incoming Executive Director

    Total calculated
    $0
    Hours/week
    40

  • Jennifer Abbott MD

    Chair

    Total calculated
    $0
    Hours/week
    2

  • Jeffrey Garris MD

    Vice-Chair

    Total calculated
    $0
    Hours/week
    2

  • Bronwyn Burleson CPA

    Treasurer

    Total calculated
    $0
    Hours/week
    2

  • Kathleen Rodberg Esq

    Secretary

    Total calculated
    $0
    Hours/week
    2

  • Rivers Woodward MD

    Director at Large

    Total calculated
    $0
    Hours/week
    1

  • William McLean MD

    Past Chair

    Total calculated
    $0
    Hours/week
    2

  • Mark McNeill

    Director at Large

    Total calculated
    $0
    Hours/week
    1

  • Abdalla Abu Baker

    Director at Large

    Total calculated
    $0
    Hours/week
    1

  • Melissa Robinson MD

    Director at Large

    Total calculated
    $0
    Hours/week
    1

  • Suzette LaRoche MD

    Director at Large

    Total calculated
    $0
    Hours/week
    1

  • Rachel Keever MD

    Past Chair

    Total calculated
    $0
    Hours/week
    1

  • David May MD

    Director at Large

    Total calculated
    $0
    Hours/week
    1

  • Carolina Perez

    Director at Large

    Total calculated
    $0
    Hours/week
    1

  • Winnie Pace

    Director at Large

    Total calculated
    $0
    Hours/week
    1

  • Virginia Lawrence

    Director at Large

    Total calculated
    $0
    Hours/week
    1

  • Sarah Cash MD

    Director at Large

    Total calculated
    $0
    Hours/week
    1

  • Leslie Council

    Director at Large

    Total calculated
    $0
    Hours/week
    1

  • Anneliese Duncan MD

    Director at Large

    Total calculated
    $0
    Hours/week
    1

  • Kate Graeme DO

    Director at Large

    Total calculated
    $0
    Hours/week
    1

  • Richard Bunio MD

    Director at Large

    Total calculated
    $0
    Hours/week
    1

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.

Grants on this return

Provenance

Return type
form_990
Tax year
2023
Filed
3 February 2025
IRS schema version
2023v6.0
Source object
202500349349301220

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