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Nonprofiteer
← NORTH CAROLINA MEDICAL SOCIETY FOUNDATION INC

Form 990 for tax year 2023

Filed by NORTH CAROLINA MEDICAL SOCIETY FOUNDATION INC.

Totals

Total revenue
$3,318,274
Total expenses
$1,473,519
Contributions and grants received
$2,420,339
Grants paid
$337,063
Program service revenue
$199,272
Investment income
$698,663
Other revenue
$0
Total assets, end of year
$24,865,225
Total liabilities, end of year
$1,418,416
Net assets or fund balances, end of year
$23,446,809
Program services expenses (Part IX)
$1,280,406
Management and general expenses
$85,754
Fundraising expenses
$107,359
Program service expenses (Part III)
$1,280,406

Program services were 86.9% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • HURSHELL E BAGGETT JR

    CEO

    Total calculated
    $372,752
    From this org
    $0
    From related orgs
    $333,945
    Other
    $38,807
    Hours/week
    52

    Schedule J breakdown matched by us

    Base
    not reported + $311,000 related
    Bonus
    not reported + $22,500 related
    Other
    not reported + $445 related
    Deferred
    not reported + $12,400 related
    Nontaxable benefits
    not reported + $26,407 related
    Filer's total
    not reported + $372,752 related

  • ASHLEY RODRIGUEZ

    CLO

    Total calculated
    $207,203
    From this org
    $0
    From related orgs
    $185,612
    Other
    $21,591
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    not reported + $185,612 related
    Bonus
    not reported
    Other
    not reported
    Deferred
    not reported + $7,400 related
    Nontaxable benefits
    not reported + $14,191 related
    Filer's total
    not reported + $207,203 related

  • MICHELLE LAWS

    DIRECTOR

    Total calculated
    $206,288
    From this org
    $0
    From related orgs
    $187,461
    Other
    $18,827
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    not reported + $187,461 related
    Bonus
    not reported
    Other
    not reported
    Deferred
    not reported + $4,667 related
    Nontaxable benefits
    not reported + $14,160 related
    Filer's total
    not reported + $206,288 related

  • SHAWN SCOTT

    COO

    Total calculated
    $203,918
    From this org
    $0
    From related orgs
    $181,966
    Other
    $21,952
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    not reported + $181,966 related
    Bonus
    not reported
    Other
    not reported
    Deferred
    not reported + $7,240 related
    Nontaxable benefits
    not reported + $14,712 related
    Filer's total
    not reported + $203,918 related

  • KRISTINA NATT OCH DAG

    VP TRAINING

    Total calculated
    $186,554
    From this org
    $166,673
    From related orgs
    $0
    Other
    $19,881
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $166,673
    Bonus
    not reported
    Other
    not reported
    Deferred
    $6,726
    Nontaxable benefits
    $13,155
    Filer's total
    $186,554

  • FRANKLIN WALKER

    VP FOUNDATIO

    Total calculated
    $181,940
    From this org
    $161,452
    From related orgs
    $0
    Other
    $20,488
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $161,452
    Bonus
    not reported
    Other
    not reported
    Deferred
    $6,424
    Nontaxable benefits
    $14,064
    Filer's total
    $181,940

  • ASHLEY NEWTON

    VP MEMBERSHI

    Total calculated
    $170,698
    From this org
    $0
    From related orgs
    $150,645
    Other
    $20,053
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    not reported + $150,645 related
    Bonus
    not reported
    Other
    not reported
    Deferred
    not reported + $6,070 related
    Nontaxable benefits
    not reported + $13,983 related
    Filer's total
    not reported + $170,698 related

  • ALLAN SKIPPER

    VP LIASON

    Total calculated
    $166,069
    From this org
    $0
    From related orgs
    $146,066
    Other
    $20,003
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    not reported + $146,066 related
    Bonus
    not reported
    Other
    not reported
    Deferred
    not reported + $6,320 related
    Nontaxable benefits
    not reported + $13,683 related
    Filer's total
    not reported + $166,069 related

  • PAMELA HIGHSMITH

    VP DEVELOPME

    Total calculated
    $142,394
    From this org
    $0
    From related orgs
    $123,638
    Other
    $18,756
    Hours/week
    40

  • RANDY ALRIDGE

    VP COMMUNICA

    Total calculated
    $125,262
    From this org
    $0
    From related orgs
    $107,063
    Other
    $18,199
    Hours/week
    40

  • RIAZ MULLICK

    VP FINANCE

    Total calculated
    $113,310
    From this org
    $0
    From related orgs
    $100,132
    Other
    $13,178
    Hours/week
    40

  • LARRY CRAWFORD

    VP FINANCE

    Total calculated
    $109,278
    From this org
    $0
    From related orgs
    $103,712
    Other
    $5,566
    Hours/week
    40

  • ARTHUR E APOLINARIO

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • MARC R CARRUTH

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • EMILY COLE

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • SHIRISH DEVASTHALI

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • PALMER EDWARDS

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • LELAND GARRETT

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • CYNTHIA GARY

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • LACY HOBGOOD

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • ROY STROWD III

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • LYNDON K JORDAN

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • ANDREW S LAMB

    PRESIDENT

    Total calculated
    $0
    Hours/week
    1

  • JASON NEWTON

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • KELLY A PRING

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • TIMOTHY REEDER

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • OSI UDEKWU

    TREASURER

    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. 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

  • 3 · Compensation committee
  • 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
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

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

No itemized grants to organizations on this return.

Provenance

Return type
form_990
Tax year
2023
Filed
5 September 2024
IRS schema version
2023v5.0
Source object
202442609349301119

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