Civic Intelligence

Carolinas Medical Managers Inc

EIN 58-1681015 • 501(c)6 • Charlotte, NC

Profile

The association is organized to provide a source of information and contacts for professional administrators so they are able to exchange opinions through discussion, study, publications, meetings, & conferences

1300 Baxter Street 360Charlotte, NC 28204

www.ncmgm.org

Siviq Scores

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

Liabilities / Assets

90th percentile

0.56x

Higher debt load relative to assets than 90% of similar nonprofits.

NTEE S41 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

87th percentile

0.25x

Higher debt load relative to revenue than 87% of similar nonprofits.

NTEE S41 • <$500k nonprofits • Source year 2024

Net Margin

32nd percentile

-5.1%

Higher net margin than 32% of similar nonprofits.

NTEE S41 • <$500k nonprofits • Source year 2024

Top Officer Pay

83rd percentile

$0

Higher top officer pay than 83% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

NTEE S41 • <$500k nonprofits • Source year 2024

Asset Growth

39th percentile

-4.5%

Faster asset growth than 39% of similar nonprofits.

NTEE S41 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

56th percentile

4.3%

Faster revenue growth than 56% of similar nonprofits.

NTEE S41 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets90th percentile

Assets

Down

$222,407

Down $10,457 (-4.5%) from 2023

Liabilities

Up

$123,609

Up $15,069 (+14%) from 2023

Net Assets

Down

$98,798

Down $25,526 (-21%) from 2023

Operations
Liabilities / Revenue87th percentileNet Margin32nd percentile

Revenue

Up

$497,069

Up $20,427 (+4.3%) from 2023

Expenses

Up

$522,595

Up $12,752 (+2.5%) from 2023

Net Income

Up

-$25,526

Up $7,675 (+23%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth39th percentile

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

$600K$400K$200K$0Assets 2013: $402,421Liabilities 2013: $89,678Net Assets 2013: $312,7432013Assets 2014: $399,888Liabilities 2014: $116,633Net Assets 2014: $283,2552014Assets 2015: $293,168Liabilities 2015: $71,760Net Assets 2015: $221,4082015Assets 2016: $370,251Liabilities 2016: $76,790Net Assets 2016: $293,4612016Assets 2017: $339,543Liabilities 2017: $72,937Net Assets 2017: $266,6062017Assets 2018: $391,702Liabilities 2018: $123,728Net Assets 2018: $267,9742018Assets 2019: $344,360Liabilities 2019: $82,082Net Assets 2019: $262,2782019Assets 2020: $296,461Liabilities 2020: $70,043Net Assets 2020: $226,4182020Assets 2021: $368,202Liabilities 2021: $185,450Net Assets 2021: $182,7522021Assets 2022: $254,098Liabilities 2022: $96,573Net Assets 2022: $157,5252022Assets 2023: $232,864Liabilities 2023: $108,540Net Assets 2023: $124,3242023Assets 2024: $222,407Liabilities 2024: $123,609Net Assets 2024: $98,7982024

Highlighted filing

2024

Assets$222,407
Liabilities$123,609
Net Assets$98,798
Open 2024 Filing

Operations Trend

Revenue Growth56th percentile

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

$600K$400K$200K$0-$200KExpenses 2013: $499,3582013Revenue 2014: $486,355Expenses 2014: $515,843Net Income 2014: -$29,4882014Revenue 2015: $442,879Expenses 2015: $504,726Net Income 2015: -$61,8472015Revenue 2016: $393,190Expenses 2016: $321,137Net Income 2016: $72,0532016Revenue 2017: $358,762Expenses 2017: $385,617Net Income 2017: -$26,8552017Revenue 2018: $389,817Expenses 2018: $388,449Net Income 2018: $1,3682018Revenue 2019: $351,519Expenses 2019: $357,215Net Income 2019: -$5,6962019Revenue 2020: $273,489Expenses 2020: $309,349Net Income 2020: -$35,8602020Revenue 2021: $48,091Expenses 2021: $32,354Net Income 2021: $15,7372021Revenue 2022: $499,640Expenses 2022: $509,406Net Income 2022: -$9,7662022Revenue 2023: $476,642Expenses 2023: $509,843Net Income 2023: -$33,2012023Revenue 2024: $497,069Expenses 2024: $522,595Net Income 2024: -$25,5262024

Highlighted filing

2024

Revenue$497,069
Expenses$522,595
Net Income-$25,526
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$222,407
Liabilities
$123,609
Net assets
$98,798
Revenue
$497,069
Expenses
$522,595
Net income
-$25,526
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.22$1.24$0.99$4.97$5.23$0.26
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.33$1.09$1.24$4.77$5.10$0.33
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.54$0.97$1.58$5.00$5.09$0.10
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.68$1.85$1.83$0.48$0.32$0.16
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.96$0.70$2.26$2.73$3.09$0.36
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.44$0.82$2.62$3.52$3.57$0.06
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.92$1.24$2.68$3.90$3.88$0.01
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.40$0.73$2.67$3.59$3.86$0.27
2016Detailed filing. Detailed filing data is available for this year.$3.70$0.77$2.93$3.93$3.21$0.72
2015Detailed filing. Detailed filing data is available for this year.$2.93$0.72$2.21$4.43$5.05$0.62
2014Detailed filing. Detailed filing data is available for this year.$4.00$1.17$2.83$4.86$5.16$0.29
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.02$0.90$3.13$4.99
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 7, 2025
Return Version
2024v5.1
Gross Receipts
$497,069
Mission and Program Overview

Mission

The association is organized to provide a source of information and contacts for professional administrators so they are able to exchange opinions through discussion, study, publications, meetings & conferences.

The carolinas medical group management association (carolinas mgma) gives the professional administrator rich information and contacts for professional growth. Since founding in 1971, we have represented the healthcare industry and medical practices across north and south carolina. Our membership includes executives and managers of private group practices, academic medical centers, integrated delivery systems, and companies that support medical provider organizations.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$133,804$133,958▲ $154
Cash and Non-Interest-Bearing Accounts$55,001$60,623▲ $5,622
Prepaid Expenses and Deferred Charges$44,059$27,826▼ $16,233
Land, Buildings, and Equipment, Net$0$0→ $0
Total Assets$232,864$222,407▼ $10,457
Liabilities
Deferred Revenue$102,843$113,160▲ $10,317
Accounts Payable and Accrued Expenses$5,697$10,449▲ $4,752
Total Liabilities$108,540$123,609▲ $15,069
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$124,324$98,798▼ $25,526
Total Net Assets Fund Balance$124,324$98,798▼ $25,526
Total Liabilities and Net Assets / Fund Balance$232,864$222,407▼ $10,457
Compensation and Service Providers
Top Officer Pay83rd percentile

Board Members and Trustees

NameTitle
Chad GhorleyImmediate Past President
Charles F FurrPresident
Michelle WallacePresident-elect
Carrilee Andreu-neelBoard Member
Doral JacobsenBoard Member
Matt JohnsonBoard Member
Quintin SmithBoard Member
Amber PophamSecretary
Jordan ArcherTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$489,914
Investment Income
$7,155
Other Revenue
$0
Change in Net Assets
$-25,526

Audited Revenue Reconciliation

Revenue per Audited Statements
$497,069
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$497,069
Total Revenue per Form 990
$497,069
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$522,595
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Conferences and Meetings---$246,214
Fees for Services Management---$200,776
All Other Expenses---$20,407
Fees for Services Accounting---$16,975
Other Expenses---$12,167
Fees for Services Legal---$5,450
Travel---$3,134
Insurance---$2,793
Advertising---$1,419
Office Expenses---$369
Total Functional Expenses$0$0$0$522,595

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$522,595
Total Expenses per Audited Statements$522,595
Total Expenses per Form 990$522,595
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
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
In-house lobbying only
Yes
Subject to proxy tax
Yes
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
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
Yes
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
Yes

Governance Explanations

Form 990, Part VI, Section A, Line 3

“The board has delegated day to day activities to be carried out by melissa klingberg, executive director. Melissa klingberg is an employee of th mgmt, inc., an unrelated management company.”

Form 990, Part VI, Section A, Line 4

“The organization formerly known as north carolina medical group managers has changed its name to carolinas medical managers, inc. The effective date of this amendment was december 17, 2024. The north carolina medical group managers merged with south carolina medical group managers.”

Form 990, Part VI, Section A, Line 6

“The organization has six classes of membership as follows: active, student, affiliate, transitional, honorary, and emeritus. All active, affiliate and transitional members shall have the right to vote on all matters placed before the membership and to serve on the board of the association.”

Form 990, Part VI, Section A, Line 7A

“The voting members of the organization elect the governing body at the annual meeting.”

Form 990, Part VI, Section B, Line 11B

“The finance committee reviewed and approved the 990 prior to filing.”

Form 990, Part VI, Section B, Line 12C

“Board members are required to sign a conflict of interest statement each year. If an issue arises during the year, it must be brought to the board's attention. In the event of a potential conflict, that member will recuse himself/herself from the discussion and vote.”

Form 990, Part VI, Section C, Line 19

“In addition to the form 990, the organization makes its financial statements available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Carolinas Medical Managers Inc
EIN
58-1681015
Phone
7043650565
Address
1300 BAXTER STREET 360, CHARLOTTE, NC 28204
Doing Business As
Carolinas Medical Group Management Association

Signing Officer

Name
Lisa Gouin
Title
Treasurer
Phone
7043650565
Signed
2025-05-07
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Lisa Gouin
Formed
1971
Legal Domicile
Nc
Voting Board Members
9
Independent Board Members
9
Employees
0
Volunteers
28

Preparer

Firm
Cliftonlarsonallen Llp
Address
227 WEST TRADE STREET SUITE 800, CHARLOTTE, NC 28202
Preparer
Katherine a Warlick
Phone
7049985200
Supplemental Narrative

Financial Statement Notes

PART X, LINE 2:

“Carolinas medical group managers, inc is exempt from federal income taxes under section 501(c)(6) of the internal revenue code and under related state statutes. The association is required to file and does file tax returns with the internal revenue service (irs) and other taxing authorities. Income taxes filed by the association are subject to examination by the irs for a period of three years. While no income tax returns are currently being reviewed by the irs, tax years since 2021 remain open. The association is liable for federal and state income tax on income from certain activities not directly related to the association's tax-exempt purpose. For the year ended december 31, 2024, the association did not identify any uncertain tax positions that qualify for either recognition or disclosure in the financial statements.”

Raw XML Appendix354 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt05697
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt010449
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0THE CAROLINAS MEDICAL GROUP MANAGEMENT ASSOCIATION (CAROLINAS MGMA) GIVES THE PROFESSIONAL ADMINISTRATOR RICH INFORMATION AND CONTACTS FOR PROFESSIONAL GROWTH. SINCE FOUNDING IN 1971, WE HAVE REPRESENTED THE HEALTHCARE INDUSTRY AND MEDICAL PRACTICES ACROSS NORTH AND SOUTH CAROLINA. OUR MEMBERSHIP INCLUDES EXECUTIVES AND MANAGERS OF PRIVATE GROUP PRACTICES, ACADEMIC MEDICAL CENTERS, INTEGRATED DELIVERY SYSTEMS, AND COMPANIES THAT SUPPORT MEDICAL PROVIDER ORGANIZATIONS.
IRS990/AdvertisingGrp/TotalAmt01419
IRS990/AllOtherExpensesGrp/TotalAmt020407
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BackupWthldComplianceInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0TERI MILNER
IRS990/BooksInCareOfDetail/PhoneNum07049407395
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt01300 BAXTER STREET SUITE 360
IRS990/BooksInCareOfDetail/USAddress/CityNm0CHARLOTTE
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NC
IRS990/BooksInCareOfDetail/USAddress/ZIPCd028204
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt055001
IRS990/CashNonInterestBearingGrp/EOYAmt060623
IRS990/ChangeToOrgDocumentsInd01
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConferencesMeetingsGrp/TotalAmt0246214
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt07155
IRS990/CYOtherExpensesAmt0522595
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt0489914
IRS990/CYRevenuesLessExpensesAmt0-25526
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt0522595
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0497069
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DeferredRevenueGrp/BOYAmt0102843
IRS990/DeferredRevenueGrp/EOYAmt0113160
IRS990/DelegationOfMgmtDutiesInd01
IRS990/Desc0CAROLINA MEDICAL MANAGERS, INC. DBA: CAROLINAS MGMA, IS A NORTH CAROLINA NONPROFIT PROFESSIONAL MEMBERSHIP ASSOCIATION ORGANIZED TO PROMOTE THE BUSINESS OF MEDICAL PRACTICE MANAGEMENT IN NORTH AND SOUTH CAROLINA. MEMBERS PAY ANNUAL DUES TO PROVIDE FUNDS FOR OPERATIONAL EXPENSES. (CONTINUED ON SCHEDULE O)CURRENT MEMBER SERVICES INCLUDE THE FOLLOWING:CONFERENCES TO EDUCATE MEMBERS IN THE ADVANCEMENT OF MEDICAL PRACTICE MANAGEMENT ARE HELD ANNUALLY IN THE SPRING AND IN THE FALL. COMMITTEES DEVELOP AND ENCOURAGE HIGH STANDARDS OF SERVICE AND CONDUCT OF MEDICAL PRACTICE MANAGERS AND PROVIDE FOR THE SHARING OF EXPERIENCE AND EXCHANGE OF OPINIONS THROUGH DISCUSSION AND STUDY.THE WEBSITE PROVIDES USEFUL INFORMATION ABOUT THE ASSOCIATION AND HAS RESOURCES FOR MEDICAL PRACTICE MANAGERS.NEWSLETTER/E-NEWS BLOG IS USED TO DISSEMINATE DATA AND BUSINESS INFORMATION.JOBS MAY BE POSTED THROUGH CAROLINAS MGMA.
IRS990/DescribedInSection501c3Ind00
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DoingBusinessAsName/BusinessNameLine1Txt0CAROLINAS MEDICAL GROUP MANAGEMENT ASSOCIATION
IRS990/DonorAdvisedFundInd00
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd01
IRS990/EmployeeCnt00
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/TotalAmt016975
IRS990/FeesForServicesLegalGrp/TotalAmt05450
IRS990/FeesForServicesManagementGrp/TotalAmt0200776
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt02.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt12.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt22.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt32.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt42.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt52.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt62.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt72.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt82.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/PersonNm0CHARLES F FURR
IRS990/Form990PartVIISectionAGrp/PersonNm1MICHELLE WALLACE
IRS990/Form990PartVIISectionAGrp/PersonNm2CHAD GHORLEY
IRS990/Form990PartVIISectionAGrp/PersonNm3JORDAN ARCHER
IRS990/Form990PartVIISectionAGrp/PersonNm4AMBER POPHAM
IRS990/Form990PartVIISectionAGrp/PersonNm5CARRILEE ANDREU-NEEL
IRS990/Form990PartVIISectionAGrp/PersonNm6DORAL JACOBSEN
IRS990/Form990PartVIISectionAGrp/PersonNm7MATT JOHNSON
IRS990/Form990PartVIISectionAGrp/PersonNm8QUINTIN SMITH
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1PRESIDENT-ELECT
IRS990/Form990PartVIISectionAGrp/TitleTxt2IMMEDIATE PAST PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt3TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt4SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt5BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt6BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt7BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt8BOARD MEMBER
IRS990/Form990ProvidedToGvrnBodyInd00
IRS990/FormationYr01971
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt09
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt0497069
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt09
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
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IRS990/InvestmentIncomeGrp/ExclusionAmt07155
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt07155
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt01
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt00
IRS990/LandBldgEquipBasisNetGrp/BOYAmt00
IRS990/LandBldgEquipBasisNetGrp/EOYAmt00
IRS990/LandBldgEquipCostOrOtherBssAmt00
IRS990/LegalDomicileStateCd0NC
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd01
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd01
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0THE CAROLINAS MEDICAL GROUP MANAGEMENT ASSOCIATION (CAROLINAS MGMA) GIVES THE PROFESSIONAL ADMINISTRATOR RICH INFORMATION AND CONTRACTS FOR PERSONAL GROWTH. SINCE FOUNDING IN 1971, WE HAVE REPRESENTED THE HEALTHCARE INDUSTRY AND MEDICAL PRACTICES (CONTINUED ON SCHEDULE O)ACCROSS NORTH AND SOUTH CAROLINA. OUR MEMBERSHIP INCLUDES EXECUTIVES AND MANAGERS OF PRIVATE GROUP PRACTICES, ACADEMIC MEDICAL CENTERS, INTEGRATED DELIVERY SYSTEMS, AND COMPANIES THAT SUPPORT MEDICAL PROVIDER ORGANIZATIONS.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
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IRS990/NetAssetsOrFundBalancesEOYAmt098798
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0124324
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt098798
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/TotalAmt0369
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0BOARD AND COMMITTEE EXP
IRS990/OtherExpensesGrp/Desc1BANK CHARGES
IRS990/OtherExpensesGrp/TotalAmt012891
IRS990/OtherExpensesGrp/TotalAmt112167
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PoliciesReferenceChaptersInd01
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt044059
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt027826
IRS990/PrincipalOfficerNm0LISA GOUIN
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/BusinessCd2900099
IRS990/ProgramServiceRevenueGrp/BusinessCd3900099
IRS990/ProgramServiceRevenueGrp/Desc0SPRING CONFERENCE
IRS990/ProgramServiceRevenueGrp/Desc1FALL CONFERENCE
IRS990/ProgramServiceRevenueGrp/Desc2MEMBERSHIP DUES
IRS990/ProgramServiceRevenueGrp/Desc3GENERAL SPONSORSHIPS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0178719
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1155398
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt2118495
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt316409
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0178719
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1155398
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2118495
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt316409
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt04902
IRS990/PYOtherExpensesAmt0509843
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt0471740
IRS990/PYRevenuesLessExpensesAmt0-33201
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0509843
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0476642
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-25526
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0133804
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0133958
IRS990/ScheduleBRequiredInd00
IRS990ScheduleC/AgreeCarryoverPriorYearInd00
IRS990ScheduleC/OnlyInHouseLobbyingInd01
IRS990ScheduleC/SubstantiallyAllDuesNondedInd00
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt0522595
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt0497069
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0CAROLINAS MEDICAL GROUP MANAGERS, INC IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(6) OF THE INTERNAL REVENUE CODE AND UNDER RELATED STATE STATUTES. THE ASSOCIATION IS REQUIRED TO FILE AND DOES FILE TAX RETURNS WITH THE INTERNAL REVENUE SERVICE (IRS) AND OTHER TAXING AUTHORITIES. INCOME TAXES FILED BY THE ASSOCIATION ARE SUBJECT TO EXAMINATION BY THE IRS FOR A PERIOD OF THREE YEARS. WHILE NO INCOME TAX RETURNS ARE CURRENTLY BEING REVIEWED BY THE IRS, TAX YEARS SINCE 2021 REMAIN OPEN. THE ASSOCIATION IS LIABLE FOR FEDERAL AND STATE INCOME TAX ON INCOME FROM CERTAIN ACTIVITIES NOT DIRECTLY RELATED TO THE ASSOCIATION'S TAX-EXEMPT PURPOSE. FOR THE YEAR ENDED DECEMBER 31, 2024, THE ASSOCIATION DID NOT IDENTIFY ANY UNCERTAIN TAX POSITIONS THAT QUALIFY FOR EITHER RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt0522595
IRS990ScheduleD/TotalRevenuePerForm990Amt0497069
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0497069
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0522595
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE BOARD HAS DELEGATED DAY TO DAY ACTIVITIES TO BE CARRIED OUT BY MELISSA KLINGBERG, EXECUTIVE DIRECTOR. MELISSA KLINGBERG IS AN EMPLOYEE OF TH MGMT, INC., AN UNRELATED MANAGEMENT COMPANY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION FORMERLY KNOWN AS NORTH CAROLINA MEDICAL GROUP MANAGERS HAS CHANGED ITS NAME TO CAROLINAS MEDICAL MANAGERS, INC. THE EFFECTIVE DATE OF THIS AMENDMENT WAS DECEMBER 17, 2024. THE NORTH CAROLINA MEDICAL GROUP MANAGERS MERGED WITH SOUTH CAROLINA MEDICAL GROUP MANAGERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION HAS SIX CLASSES OF MEMBERSHIP AS FOLLOWS: ACTIVE, STUDENT, AFFILIATE, TRANSITIONAL, HONORARY, AND EMERITUS. ALL ACTIVE, AFFILIATE AND TRANSITIONAL MEMBERS SHALL HAVE THE RIGHT TO VOTE ON ALL MATTERS PLACED BEFORE THE MEMBERSHIP AND TO SERVE ON THE BOARD OF THE ASSOCIATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE VOTING MEMBERS OF THE ORGANIZATION ELECT THE GOVERNING BODY AT THE ANNUAL MEETING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE FINANCE COMMITTEE REVIEWED AND APPROVED THE 990 PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5BOARD MEMBERS ARE REQUIRED TO SIGN A CONFLICT OF INTEREST STATEMENT EACH YEAR. IF AN ISSUE ARISES DURING THE YEAR, IT MUST BE BROUGHT TO THE BOARD'S ATTENTION. IN THE EVENT OF A POTENTIAL CONFLICT, THAT MEMBER WILL RECUSE HIMSELF/HERSELF FROM THE DISCUSSION AND VOTE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6IN ADDITION TO THE FORM 990, THE ORGANIZATION MAKES ITS FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION A, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd01
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0232864
IRS990/TotalAssetsEOYAmt0222407
IRS990/TotalAssetsGrp/BOYAmt0232864
IRS990/TotalAssetsGrp/EOYAmt0222407
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt0522595
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0108540
IRS990/TotalLiabilitiesEOYAmt0123609
IRS990/TotalLiabilitiesGrp/BOYAmt0108540
IRS990/TotalLiabilitiesGrp/EOYAmt0123609
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0124324
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt098798
IRS990/TotalOtherCompensationAmt00
IRS990/TotalOthProgramServiceRevGrp/RelatedOrExemptFuncIncomeAmt020893
IRS990/TotalOthProgramServiceRevGrp/TotalRevenueColumnAmt020893
IRS990/TotalProgramServiceRevenueAmt0489914
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt07155
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0489914
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0497069
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt028
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0232864
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0222407
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/TotalAmt03134
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt01300 BAXTER STREET 360
IRS990/USAddress/CityNm0CHARLOTTE
IRS990/USAddress/StateAbbreviationCd0NC
IRS990/USAddress/ZIPCd028204
IRS990/VotingMembersGoverningBodyCnt09
IRS990/VotingMembersIndependentCnt09
IRS990/WebsiteAddressTxt0WWW.NCMGMA.ORG
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0LISA GOUIN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum07043650565
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CAROLINAS MEDICAL MANAGERS INC
ReturnHeader/Filer/BusinessNameControlTxt0CARO
ReturnHeader/Filer/EIN0581681015
ReturnHeader/Filer/PhoneNum07043650565
ReturnHeader/Filer/USAddress/AddressLine1Txt01300 BAXTER STREET 360
ReturnHeader/Filer/USAddress/CityNm0CHARLOTTE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd028204
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0410746749
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CLIFTONLARSONALLEN LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0227 WEST TRADE STREET SUITE 800
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CHARLOTTE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd028202
ReturnHeader/PreparerPersonGrp/PhoneNum07049985200
ReturnHeader/PreparerPersonGrp/PreparationDt02025-05-06
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KATHERINE A WARLICK
ReturnHeader/ReturnTs02025-05-08T08:45:12-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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