Civic Intelligence

Capital Medical Society Inc

EIN 23-7026264 • 501(c)6 • Tallahassee, FL

Profile

To promote the practice of medicine for the ultimate benefit of the patient.

1204 Miccosukee RoadTallahassee, FL 32308

www.capmed.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

79th percentile

0.16x

Higher debt load relative to assets than 79% of similar nonprofits.

501(c)6 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

76th percentile

0.08x

Higher debt load relative to revenue than 76% of similar nonprofits.

501(c)6 • <$500k nonprofits • Source year 2024

Net Margin

33rd percentile

-9.3%

Higher net margin than 33% of similar nonprofits.

501(c)6 • <$500k nonprofits • Source year 2024

Top Officer Pay

99th percentile

$170,736

Higher top officer pay than 99% of similar nonprofits.

Top officer pay equals 58.3% of source-year revenue.

501(c)6 • <$500k nonprofits • Source year 2024

Asset Growth

25th percentile

-23%

Faster asset growth than 25% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

51st percentile

0.1%

Faster revenue growth than 51% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2023 to 2024

Assets

Down

$224,737

Down $1,236 (-0.5%) from 2020

Liabilities

Up

$61,535

Up $12,130 (+25%) from 2020

Net Assets

Down

$163,202

Down $13,366 (-7.6%) from 2020

Revenue

Up

$305,445

Up $74,851 (+32%) from 2020

Expenses

Up

$296,564

Up $38,324 (+15%) from 2020

Net Income

Up

$8,881

Up $36,527 (+132%) from 2020

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$300K$200K$100K$0Assets 2010: $127,314Liabilities 2010: $6,786Net Assets 2010: $120,5282010Assets 2012: $159,894Liabilities 2012: $29,770Net Assets 2012: $130,1242012Assets 2014: $138,545Liabilities 2014: $6,917Net Assets 2014: $131,6282014Assets 2015: $141,222Liabilities 2015: $9,401Net Assets 2015: $131,8212015Assets 2016: $157,271Liabilities 2016: $24,687Net Assets 2016: $132,5842016Assets 2017: $146,487Liabilities 2017: $14,666Net Assets 2017: $131,8212017Assets 2019: $219,468Liabilities 2019: $15,543Net Assets 2019: $203,9252019Assets 2020: $225,973Liabilities 2020: $49,405Net Assets 2020: $176,5682020Assets 2022: $224,737Liabilities 2022: $61,535Net Assets 2022: $163,2022022

Highlighted filing

2022

Assets$224,737
Liabilities$61,535
Net Assets$163,202

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$400K$300K$200K$100K$0-$100KRevenue 2010: $301,726Expenses 2010: $302,082Net Income 2010: -$3562010Expenses 2012: $296,7342012Revenue 2014: $308,503Expenses 2014: $320,921Net Income 2014: -$12,4182014Revenue 2015: $304,040Expenses 2015: $303,315Net Income 2015: $7252015Revenue 2016: $266,282Expenses 2016: $265,519Net Income 2016: $7632016Revenue 2017: $282,531Expenses 2017: $283,294Net Income 2017: -$7632017Revenue 2019: $267,395Expenses 2019: $234,307Net Income 2019: $33,0882019Revenue 2020: $230,594Expenses 2020: $258,240Net Income 2020: -$27,6462020Revenue 2022: $305,445Expenses 2022: $296,564Net Income 2022: $8,8812022

Highlighted filing

2022

Revenue$305,445
Expenses$296,564
Net Income$8,881

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Jan 10, 2023
Return Version
2021v4.0
Gross Receipts
$305,445
Mission and Program Overview

Mission

To promote the practice of medicine for the ultimate benefit of the patient.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$102,664--
Investments in Publicly Traded Securities-$95,092-
Cash and Non-Interest-Bearing Accounts$85,760$90,710▲ $4,950
Prepaid Expenses and Deferred Charges$28,863$25,366▼ $3,497
Receivable From Disqualified Prsn-$6,500-
Investments Other Securities$5,000$5,000→ $0
Accounts Receivable$542$2,069▲ $1,527
Total Assets$232,829$224,737▼ $8,092
Other Assets Total$10,000--
Liabilities
Unsecured Notes Loans Payable$30,000$24,442▼ $5,558
Accounts Payable and Accrued Expenses$7,397$20,758▲ $13,361
Deferred Revenue$33,026$16,335▼ $16,691
Total Liabilities$70,423$61,535▼ $8,888
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$162,406$163,202▲ $796
Total Net Assets Fund Balance$162,406$163,202▲ $796
Total Liabilities and Net Assets / Fund Balance$232,829$224,737▼ $8,092

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings-$11,942$11,942
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Pamela IrwinExecutive DiPT$135,063$12,290$147,353

Board Members and Trustees

NameTitle
Amulya Konda MdDirector
Julia Weeks MdDirector
Russell Cole MdDirector
Shawn Ramsey DoDirector
Cody Vanlandingham MdDirector 1st
David Burns MdDirector 1st
Graham Whitaker MdDirector 1st
Kenneth Whithaus MdDirector 1st
Nicole Balmer MdDirector 1st
Brence Sell MdDirector 2nd
Jonathan Nava MdDirector 2nd
Kaushal Patel MdDirector 2nd
Kiana Taba MdDirector 2nd
Helen Paulson MdDirector/sec
Maribel Lockwood MdImm Past Pre
Paresh Patel MdPres-elect/p
Rohan Joseph MdPres/imm Pas
Sarah Fang Ko MdSec-treas/pr
Revenue and Support

Revenue Composition

Contributions and Grants
$14,000
Program Service Revenue
$290,210
Investment Income
$1,235
Other Revenue
$0
Change in Net Assets
$8,881
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$170,650
Other Expenses$125,339
Grants and Similar Amounts Paid$575
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees---$96,412
Conferences and Meetings---$57,353
Other Salaries and Wages---$54,613
Fees for Services Accounting---$19,890
Office Expenses---$18,301
Occupancy---$15,849
Payroll Taxes---$10,390
Other Employee Benefits---$6,762
Information Technology---$5,917
Insurance---$4,224
Pension Plan Contributions---$2,473
Fees for Services Other---$2,340
Advertising---$834
Grants to Domestic Orgs---$575
Travel---$424
Interest---$207
Total Functional Expenses$0$0$0$296,564
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$6,500-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 6

The organization has members. The different types of memberships are: active, associate (government or university employed physicians), retired, resident, or student. All members except students are allowed to be on the board of directors.

Form 990, Page 6, Part VI, Line 7A

The society shall be composed of active, active-dues exempt, associate, resident/student and retired members. (a) active members shall be doctors of medicine or osteopathy licensed in the state of florida engaged in the active practice of medicine, medical administration or medical education in the counties of leon, gadsden, jefferson, wakulla, state of florida, who have met all eligibility requirements. They may vote and hold office. (b) active- dues exempt members: the board of governors may excuse the following members from payment of dues upon individual request, but the continuation of full rights and privileges of an active member. (1) a member for whom the payment of dues would be a financial hardship, by reason of physical disability or illness. A member may also be excused from payment of dues because of financial hardship for other reasons, but these must be approved by the board of governors. (2) a member in the armed forces or away from private practice for a period of six (6) months or more. (c) associate members shall be doctors of medicine or osteopathy licensed to practice medicine in the united states, not necessarily licensed in florida. They must be in good standing in whatever state they are licensed. They may be employees of federal, state or local government; active military or faculty members of an accredited school of medicine in the state of florida that pays special dues for all of its clinical faculty members. They may attend meetings and other benefits and functions of the society, receive publications; but not vote or hold office. (d) resident and student members shall be hospital interns and residents serving in approved training programs and medical students enrolled in approved medical schools. They will be encouraged to attend all meetings and functions of the society and receive all publications, but may not vote nor hold office. Chapter iv of bylaws states, "...at the discretion of the board, tallahassee memorial hospital residents may serve on the board. Policy dated august 6, 2013 approved by bog, states that the residents will hold non-voting positions, and on occasion, may be excluded from executive sessions of the board. (e) retired members shall be doctors who are fully retired from active medical practice and are transitioning from active or associate capital medical society members to retired status. Retired members have a choice between two rates of retired dues. One rate includes payment for meals at capital medical society membership meetings, the other reduced rate does not include meals. (pay meals as they attend) (f) all members except students are allowed to be on the board of directors.

Form 990, Page 6, Part VI, Line 7B

Active members have the right to elect or appoint one or more members of the governing body, florida medical association delegates and alternates and to elect three members of the nominating committee. Changes to the bylaws are approved by the membership at the annual meeting. A majority of the board of directors must be made in order to make a decision; committees may be formed in order to assist in the decisions of the board of directors.

Form 990, Page 6, Part VI, Line 11B

The form 990 is reviewed by the president and executive director prior to its filing. The cms board of governors has access to review the 990 after it is filed upon request.

Form 990, Page 6, Part VI, Line 12C

Annually, the board members must disclose any conflict of interest.

Form 990, Page 6, Part VI, Line 15A

The process for hiring of the executive director includes a search committee of members of cms and the foundation; an evaluation of comparable jobs; meeting with candidates and majority vote on recommendation to the board on the final selection.

Form 990, Page 6, Part VI, Line 19

Copies are provided upon request and available for inspection at the organization's office.

Form 990, Part VII

The organization's executive director is paid from capital medical society inc, but provides services to capital medical society foundation inc. The wages on part vii reflect the w-2 and fringes paid from capital medical society inc. And is not reduced by any reimbursement from capital medical society foundation inc.

Filing and Contact Details

Filer

Filer Name
Capital Medical Society Inc
EIN
23-7026264
Phone
8508779018
Address
1204 MICCOSUKEE ROAD, TALLAHASSEE, FL 32308

Signing Officer

Name
Pamela Irwin
Title
Executive Director
Phone
8508779018
Signed
2023-01-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Pamela Irwin
Formed
1961
Legal Domicile
Fl
Voting Board Members
12
Independent Board Members
12
Employees
2
Volunteers
96

Preparer

Firm
Carroll and Company Cpas
Address
2640-A MITCHAM DRIVE, TALLAHASSEE, FL 32308
Preparer
Kathleen E Brothers
Phone
8508771099
Supplemental Narrative

Additional Explanations

Form 990, Page 1, Part I, Line 6

Board members who perform financial governance for capital medical society. Continuing medical education committee volunteers determine and assist with planning quality capital medical society programs for the capital medical members by selecting speakers, topics and locations for seminars. Membership committee implement a comprehensive membership recruitment and retention plan. To review applications for membership and provide orientation for new members. Publications committee- write and edit the society monthly newsletter. Celebrations awards dinner steering committee - assist in planning and decorating for the celebrations awards dinner. Celebrations awards selection committee- review and participate in the selection of membership awards. Nominating committee- participate in the selection of slate of board of governors and florida medical association delegates and alternates. Speakers volunteer for continuing education seminars and lunch & learn seminars.

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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0BOARD MEMBERS WHO PERFORM FINANCIAL GOVERNANCE FOR CAPITAL MEDICAL SOCIETY. CONTINUING MEDICAL EDUCATION COMMITTEE VOLUNTEERS DETERMINE AND ASSIST WITH PLANNING QUALITY CAPITAL MEDICAL SOCIETY PROGRAMS FOR THE CAPITAL MEDICAL MEMBERS BY SELECTING SPEAKERS, TOPICS AND LOCATIONS FOR SEMINARS. MEMBERSHIP COMMITTEE IMPLEMENT A COMPREHENSIVE MEMBERSHIP RECRUITMENT AND RETENTION PLAN. TO REVIEW APPLICATIONS FOR MEMBERSHIP AND PROVIDE ORIENTATION FOR NEW MEMBERS. PUBLICATIONS COMMITTEE- WRITE AND EDIT THE SOCIETY MONTHLY NEWSLETTER. CELEBRATIONS AWARDS DINNER STEERING COMMITTEE - ASSIST IN PLANNING AND DECORATING FOR THE CELEBRATIONS AWARDS DINNER. CELEBRATIONS AWARDS SELECTION COMMITTEE- REVIEW AND PARTICIPATE IN THE SELECTION OF MEMBERSHIP AWARDS. NOMINATING COMMITTEE- PARTICIPATE IN THE SELECTION OF SLATE OF BOARD OF GOVERNORS AND FLORIDA MEDICAL ASSOCIATION DELEGATES AND ALTERNATES. SPEAKERS VOLUNTEER FOR CONTINUING EDUCATION SEMINARS AND LUNCH & LEARN SEMINARS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION HAS MEMBERS. THE DIFFERENT TYPES OF MEMBERSHIPS ARE: ACTIVE, ASSOCIATE (GOVERNMENT OR UNIVERSITY EMPLOYED PHYSICIANS), RETIRED, RESIDENT, OR STUDENT. ALL MEMBERS EXCEPT STUDENTS ARE ALLOWED TO BE ON THE BOARD OF DIRECTORS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE SOCIETY SHALL BE COMPOSED OF ACTIVE, ACTIVE-DUES EXEMPT, ASSOCIATE, RESIDENT/STUDENT AND RETIRED MEMBERS. (A) ACTIVE MEMBERS SHALL BE DOCTORS OF MEDICINE OR OSTEOPATHY LICENSED IN THE STATE OF FLORIDA ENGAGED IN THE ACTIVE PRACTICE OF MEDICINE, MEDICAL ADMINISTRATION OR MEDICAL EDUCATION IN THE COUNTIES OF LEON, GADSDEN, JEFFERSON, WAKULLA, STATE OF FLORIDA, WHO HAVE MET ALL ELIGIBILITY REQUIREMENTS. THEY MAY VOTE AND HOLD OFFICE. (B) ACTIVE- DUES EXEMPT MEMBERS: THE BOARD OF GOVERNORS MAY EXCUSE THE FOLLOWING MEMBERS FROM PAYMENT OF DUES UPON INDIVIDUAL REQUEST, BUT THE CONTINUATION OF FULL RIGHTS AND PRIVILEGES OF AN ACTIVE MEMBER. (1) A MEMBER FOR WHOM THE PAYMENT OF DUES WOULD BE A FINANCIAL HARDSHIP, BY REASON OF PHYSICAL DISABILITY OR ILLNESS. A MEMBER MAY ALSO BE EXCUSED FROM PAYMENT OF DUES BECAUSE OF FINANCIAL HARDSHIP FOR OTHER REASONS, BUT THESE MUST BE APPROVED BY THE BOARD OF GOVERNORS. (2) A MEMBER IN THE ARMED FORCES OR AWAY FROM PRIVATE PRACTICE FOR A PERIOD OF SIX (6) MONTHS OR MORE. (C) ASSOCIATE MEMBERS SHALL BE DOCTORS OF MEDICINE OR OSTEOPATHY LICENSED TO PRACTICE MEDICINE IN THE UNITED STATES, NOT NECESSARILY LICENSED IN FLORIDA. THEY MUST BE IN GOOD STANDING IN WHATEVER STATE THEY ARE LICENSED. THEY MAY BE EMPLOYEES OF FEDERAL, STATE OR LOCAL GOVERNMENT; ACTIVE MILITARY OR FACULTY MEMBERS OF AN ACCREDITED SCHOOL OF MEDICINE IN THE STATE OF FLORIDA THAT PAYS SPECIAL DUES FOR ALL OF ITS CLINICAL FACULTY MEMBERS. THEY MAY ATTEND MEETINGS AND OTHER BENEFITS AND FUNCTIONS OF THE SOCIETY, RECEIVE PUBLICATIONS; BUT NOT VOTE OR HOLD OFFICE. (D) RESIDENT AND STUDENT MEMBERS SHALL BE HOSPITAL INTERNS AND RESIDENTS SERVING IN APPROVED TRAINING PROGRAMS AND MEDICAL STUDENTS ENROLLED IN APPROVED MEDICAL SCHOOLS. THEY WILL BE ENCOURAGED TO ATTEND ALL MEETINGS AND FUNCTIONS OF THE SOCIETY AND RECEIVE ALL PUBLICATIONS, BUT MAY NOT VOTE NOR HOLD OFFICE. CHAPTER IV OF BYLAWS STATES, "...AT THE DISCRETION OF THE BOARD, TALLAHASSEE MEMORIAL HOSPITAL RESIDENTS MAY SERVE ON THE BOARD. POLICY DATED AUGUST 6, 2013 APPROVED BY BOG, STATES THAT THE RESIDENTS WILL HOLD NON-VOTING POSITIONS, AND ON OCCASION, MAY BE EXCLUDED FROM EXECUTIVE SESSIONS OF THE BOARD. (E) RETIRED MEMBERS SHALL BE DOCTORS WHO ARE FULLY RETIRED FROM ACTIVE MEDICAL PRACTICE AND ARE TRANSITIONING FROM ACTIVE OR ASSOCIATE CAPITAL MEDICAL SOCIETY MEMBERS TO RETIRED STATUS. RETIRED MEMBERS HAVE A CHOICE BETWEEN TWO RATES OF RETIRED DUES. ONE RATE INCLUDES PAYMENT FOR MEALS AT CAPITAL MEDICAL SOCIETY MEMBERSHIP MEETINGS, THE OTHER REDUCED RATE DOES NOT INCLUDE MEALS. (PAY MEALS AS THEY ATTEND) (F) ALL MEMBERS EXCEPT STUDENTS ARE ALLOWED TO BE ON THE BOARD OF DIRECTORS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ACTIVE MEMBERS HAVE THE RIGHT TO ELECT OR APPOINT ONE OR MORE MEMBERS OF THE GOVERNING BODY, FLORIDA MEDICAL ASSOCIATION DELEGATES AND ALTERNATES AND TO ELECT THREE MEMBERS OF THE NOMINATING COMMITTEE. CHANGES TO THE BYLAWS ARE APPROVED BY THE MEMBERSHIP AT THE ANNUAL MEETING. A MAJORITY OF THE BOARD OF DIRECTORS MUST BE MADE IN ORDER TO MAKE A DECISION; COMMITTEES MAY BE FORMED IN ORDER TO ASSIST IN THE DECISIONS OF THE BOARD OF DIRECTORS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE FORM 990 IS REVIEWED BY THE PRESIDENT AND EXECUTIVE DIRECTOR PRIOR TO ITS FILING. THE CMS BOARD OF GOVERNORS HAS ACCESS TO REVIEW THE 990 AFTER IT IS FILED UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5ANNUALLY, THE BOARD MEMBERS MUST DISCLOSE ANY CONFLICT OF INTEREST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6THE PROCESS FOR HIRING OF THE EXECUTIVE DIRECTOR INCLUDES A SEARCH COMMITTEE OF MEMBERS OF CMS AND THE FOUNDATION; AN EVALUATION OF COMPARABLE JOBS; MEETING WITH CANDIDATES AND MAJORITY VOTE ON RECOMMENDATION TO THE BOARD ON THE FINAL SELECTION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7COPIES ARE PROVIDED UPON REQUEST AND AVAILABLE FOR INSPECTION AT THE ORGANIZATION'S OFFICE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8THE ORGANIZATION'S EXECUTIVE DIRECTOR IS PAID FROM CAPITAL MEDICAL SOCIETY INC, BUT PROVIDES SERVICES TO CAPITAL MEDICAL SOCIETY FOUNDATION INC. THE WAGES ON PART VII REFLECT THE W-2 AND FRINGES PAID FROM CAPITAL MEDICAL SOCIETY INC. AND IS NOT REDUCED BY ANY REIMBURSEMENT FROM CAPITAL MEDICAL SOCIETY FOUNDATION INC.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 1, PART I, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 6
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8FORM 990, PART VII
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