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← NORTH CAROLINA MEDICAL SOCIETY 203

Form 990 for tax year 2023

Filed by NORTH CAROLINA MEDICAL SOCIETY 203.

Totals

Total revenue
$4,885,420
Total expenses
$5,971,747
Contributions and grants received
$689,344
Grants paid
$586,040
Program service revenue
$3,982,446
Investment income
$304,819
Other revenue
-$91,189
Total assets, end of year
$12,696,953
Total liabilities, end of year
$1,563,922
Net assets or fund balances, end of year
$11,133,031
Program services expenses (Part IX)
not reported
Management and general expenses
not reported
Fundraising expenses
not reported
Program service expenses (Part III)
not reported

Listed in Part VII

  • ARTHUR E APOLOLINARIO MD

    PAST PRESIDENT

    Total calculated
    $0
    Hours/week
    0.5

  • MICHEAL UTECHT MD

    MEMBER

    Total calculated
    $0
    Hours/week
    0.5

  • CLAUDIUS JARRETT MD

    MEMBER

    Total calculated
    $0
    Hours/week
    0.5

  • CHARUL HAUGAN MD

    MEMBER

    Total calculated
    $0
    Hours/week
    0.5

  • RACHEL KEEVER MD

    MEMBER

    Total calculated
    $0
    Hours/week
    0.5

  • JOHN J MEIER IV MD

    PRESIDENT-ELECT

    Total calculated
    $0
    Hours/week
    0.5

  • EILEEN M RAYNOR MD

    PRESIDENT

    Total calculated
    $0
    Hours/week
    0.5

  • TRACY ESKRA MD MBA

    SECRETARY-TREASURER

    Total calculated
    $0
    Hours/week
    0.5

  • CARL J WESTCOTT MD

    MEMBER

    Total calculated
    $0
    Hours/week
    0.5

  • KAREN L SMITH

    MEMBER

    Total calculated
    $0
    Hours/week
    0.5

  • BRYANT A MURPHY

    MEMBER

    Total calculated
    $0
    Hours/week
    0.5

  • MARTIN PALMERI MD

    MEMBER

    Total calculated
    $0
    Hours/week
    0.5

  • JUDTTA KAHAI MD

    MEMBER

    Total calculated
    $0
    Hours/week
    0.5

  • WILLIAM G FERRELL MD

    MEMBER

    Total calculated
    $0
    Hours/week
    0.5

  • RONNIE LANEY JR MD

    MEMBER

    Total calculated
    $0
    Hours/week
    0.5

  • SHAWN SCOTT

    CHIEF OPERATING OFFICER

    Total calculated
    $216,050
    From this org
    $201,966
    From related orgs
    $0
    Other
    $14,084
    Hours/week
    50 + 45 related

    Schedule J breakdown matched by us

    Base
    $181,966
    Bonus
    $20,000
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $14,084
    Filer's total
    $216,050

  • HURSCHELL E BAGGETT JR

    EXECUTIVE VICE PRESIDENT & CEO

    Total calculated
    $384,513
    From this org
    $350,611
    From related orgs
    $0
    Other
    $33,902
    Hours/week
    50 + 45 related

    Schedule J breakdown matched by us

    Base
    $333,944
    Bonus
    $16,667
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $33,902
    Filer's total
    $384,513

  • ASHLEY H RODRIGUEZ

    CHIEF LEGAL OFFICER

    Total calculated
    $199,194
    From this org
    $185,612
    From related orgs
    $0
    Other
    $13,582
    Hours/week
    40 + 45 related

    Schedule J breakdown matched by us

    Base
    $185,612
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $13,582
    Filer's total
    $199,194

  • FRANKLIN T WALKER

    VP, RURAL HEALTH SYSTEMS INNOVATION

    Total calculated
    $174,744
    From this org
    $161,452
    From related orgs
    $0
    Other
    $13,292
    Hours/week
    40 + 45 related

    Schedule J breakdown matched by us

    Base
    $161,452
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $13,292
    Filer's total
    $174,744

  • KRISTINA NATT OCH DAG

    VP, LEADERSHIP DEVELOPMENT

    Total calculated
    $181,151
    From this org
    $166,673
    From related orgs
    $0
    Other
    $14,478
    Hours/week
    40 + 45 related

    Schedule J breakdown matched by us

    Base
    $166,673
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $14,478
    Filer's total
    $181,151

  • ASHLEY D NEWTON

    VP, ASSOCIATION MANAGEMENT

    Total calculated
    $164,028
    From this org
    $150,645
    From related orgs
    $0
    Other
    $13,383
    Hours/week
    40 + 45 related

    Schedule J breakdown matched by us

    Base
    $150,645
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $13,383
    Filer's total
    $164,028

  • WILLIAM A SKIPPER

    VP, EXTERNAL AFFAIRS

    Total calculated
    $159,158
    From this org
    $146,066
    From related orgs
    $0
    Other
    $13,092
    Hours/week
    40 + 45 related

    Schedule J breakdown matched by us

    Base
    $146,066
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $13,092
    Filer's total
    $159,158

  • MICHELLE LAWS

    CHIEF EXPERIENCE OFFICER

    Total calculated
    $201,014
    From this org
    $187,461
    From related orgs
    $0
    Other
    $13,553
    Hours/week
    40 + 45 related

    Schedule J breakdown matched by us

    Base
    $187,461
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $13,553
    Filer's total
    $201,014

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. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 1a · Health or social club dues or initiation fees
  • 1b · Written policy on the line-1a expenses
  • 2 · Substantiation required before reimbursing expenses
  • 3 · Compensation committee
  • 3 · Form 990 of other organizations
  • 3 · Written employment contract
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement

The filer's explanations (Part III)

PART I, LINE 1A
HEALTH CLUB DUES ARE PROVIDED ON BEHALF OF THE ASSOCIATION EMPLOYEES. THESE DUES ARE NOT CONSIDERED TAXABLE TO THE RECIPIENT.

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

  • STANFORD UNIVERSITY

    $508,762

    TO ESTABLISH A CLINICAL TRAINING PROGRAM WITH THE GOAL OF PROVIDING COMPREHENSIVE INSTRUCTION AND MENTORSHIP, FOCUSED ON THE DEVELOPMENT OF ADVANCED CLINICAL SKILLS IN THE DIAGNOSIS, ASSESSMENT, AND TREATMENT OF THIS COMPLEX PATIENT POPULATION.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

Provenance

Return type
form_990
Tax year
2023
Filed
13 November 2024
IRS schema version
2023v5.1
Source object
202443189349306634

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