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Nonprofiteer
← NORTH CAROLINA MEDICAL SOCIETY 203

Form 990 for tax year 2022

Filed by NORTH CAROLINA MEDICAL SOCIETY 203.

Totals

Total revenue
$4,634,703
Total expenses
$5,954,645
Contributions and grants received
$975,460
Grants paid
$967,960
Program service revenue
$3,631,975
Investment income
$273,278
Other revenue
-$246,010
Total assets, end of year
$13,387,854
Total liabilities, end of year
$1,985,375
Net assets or fund balances, end of year
$11,402,479
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

    PRESIDENT

    Total calculated
    $0
    Hours/week
    0.5
  • CLAUDE JARRETT MD

    MEMBER

    Total calculated
    $0
    Hours/week
    0.5
  • PHILIP M BROWN JR MD

    MEMBER

    Total calculated
    $0
    Hours/week
    0.5
  • RACHEL D KEEVER MD

    MEMBER

    Total calculated
    $0
    Hours/week
    0.5
  • DANIELLE MAHAFFEY MD

    MEMBER

    Total calculated
    $0
    Hours/week
    0.5
  • JOHN J MEIER IV MD

    SECRETARY-TREASURER

    Total calculated
    $0
    Hours/week
    0.5
  • EILEEN M RAYNOR MD

    PRESIDENT-ELECT

    Total calculated
    $0
    Hours/week
    0.5
  • MERRITT J SESHUL MD

    MEMBER

    Total calculated
    $0
    Hours/week
    0.5
  • MICHAEL J UTECHT MD

    MEMBER

    Total calculated
    $0
    Hours/week
    0.5
  • CARL J WESTCOTT MD

    MEMBER

    Total calculated
    $0
    Hours/week
    0.5
  • EDWARD WHITESIDES 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
  • RACHEL KEEVER MD

    MEMBER

    Total calculated
    $0
    Hours/week
    0.5
  • FATIMA SYED

    MEMBER

    Total calculated
    $0
    Hours/week
    0.5
  • JUDTTA KAHAI MD

    MEMBER

    Total calculated
    $0
    Hours/week
    0.5
  • SHAWN SCOTT

    COO

    Total calculated
    $216,583
    From this org
    $182,051
    From related orgs
    $0
    Other
    $34,532
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $182,051
    Bonus
    $0
    Other
    $0
    Deferred
    $20,000
    Nontaxable benefits
    $14,532
    Filer's total
    $216,583
  • HURSHELL E BAGGETT JR

    EXECUTIVE VP & CEO

    Total calculated
    $353,748
    From this org
    $300,841
    From related orgs
    $0
    Other
    $52,907
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $300,841
    Bonus
    $0
    Other
    $0
    Deferred
    $16,667
    Nontaxable benefits
    $36,240
    Filer's total
    $353,748
  • ASHLEY H RODRIGUEZ

    CHIEF LEGAL OFFICER

    Total calculated
    $189,868
    From this org
    $175,828
    From related orgs
    $0
    Other
    $14,040
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $175,828
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $14,040
    Filer's total
    $189,868
  • FRANKLIN T WALKER

    VP - RURAL HEALTH SYSTEMS

    Total calculated
    $170,752
    From this org
    $156,832
    From related orgs
    $0
    Other
    $13,920
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $156,832
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $13,920
    Filer's total
    $170,752
  • KRISTINA NATT OCH DAG

    VP - LEADERSHIP DEVELOPMEN

    Total calculated
    $177,619
    From this org
    $163,927
    From related orgs
    $0
    Other
    $13,692
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $163,927
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $13,692
    Filer's total
    $177,619
  • ASHLEY D NEWTON

    VP - MEMBERSHIP DEVELOPMEN

    Total calculated
    $159,985
    From this org
    $146,137
    From related orgs
    $0
    Other
    $13,848
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $146,137
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $13,848
    Filer's total
    $159,985
  • WILLIAM A SKIPPER

    VP - SPECIALTY SOCIETY MAN

    Total calculated
    $154,375
    From this org
    $141,428
    From related orgs
    $0
    Other
    $12,947
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $141,428
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $12,947
    Filer's total
    $154,375
  • MICHELLE LAWS

    CHIEF EXPERIENCE OFFICER

    Total calculated
    $183,101
    From this org
    $169,549
    From related orgs
    $0
    Other
    $13,552
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $169,549
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $13,552
    Filer's total
    $183,101

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

  • TO CREATE A CONTINUING MEDICAL EDUCATION PROGRAM FOR NC PHYSICIANS FOR PEDIATRIC ACUTE ONSET NEUROPSYCHIATRIC SYNDROME (PANS) AND PEDIATRIC AUTOIMMUNE NEUROPSYCHIATRIC DISORDERS ASSOCIATED WITH STREPTOCOCCAL INFECTIONS (PANDAS).

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
2022
Filed
13 November 2023
IRS schema version
2022v5.0
Source object
202343199349316069

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