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
-
$967,460
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.
-
NORTH CAROLINA MEDICAL SOCIETY EMPLOYEE BENEFIT TRUST
501(C)9 · VOLUNTARY EMPLOYEE BENEFIT ASSOCIATION · NC
-
NC MEDICAL SOCIETY FEDERAL POL ED & ACTION COMMITTEE
527(F) · POLITICAL ACTION COMMITTEE · NC · controlled entity
Directly controlled by NORTH CAROLINA MEDICAL SOCIETY
-
NC MEDICAL SOCIETY STATE POL ED & ACTION COMMITTEE
527(F) · POLITICAL ACTION COMMITTEE · NC · controlled entity
Directly controlled by NORTH CAROLINA MEDICAL SOCIETY
-
CITIZENS FOR A HEALTHLY NORTH CAROLINA
527(F) · POLITICAL FUND · NC · controlled entity
Directly controlled by NORTH CAROLINA MEDICAL SOCIETY
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.
-
C · SALES & SERVICES · NC · 100% owned
Provenance
- Return type
- form_990
- Tax year
- 2022
- Filed
- 13 November 2023
- IRS schema version
- 2022v5.0
- Source object
- 202343199349316069
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