NORTH CAROLINA INTEGRATIVE MEDICAL SOCIETY LTD (EIN 141880559) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Principal Officer

AIMEE DUFFY MD

Phone

9193449000

Tax Period

2025-01-01 to 2025-12-31

NORTH CAROLINA INTEGRATIVE MEDICAL SOCIETY LTD is a small nonprofit in the Community Improvement sector that reported $236K in total revenue in fiscal year 2025. Expenses of $221K left a modest 7% surplus.

Mission

PROTECT THE INTEREST AND EDUCATION OF PHYSICIANS.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2025)

Revenue Breakdown

Contributions & Grants $40,547

Program Service Revenue $195,642

Investment Income $152

Other Revenue $0

TOTAL REVENUE $236,341

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $220,819

TOTAL EXPENSES $220,819

Year-over-Year Comparison

	2025	2024	Change
Revenue	$236,341	N/A	N/A
Expenses	$220,819	N/A	N/A
Net Income	$15,522	N/A	N/A

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

N/A

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BRENDA BORTON AGPCNP-CP E	SECRETARY	N/A	Director	$0	$0	$0
DANNY BARNES PHARMD E	DIRECTOR	N/A	Director	$0	$0	$0
JENNIFER BOWLING DNP FNP-C E	DIRECTOR	N/A	Director	$0	$0	$0
LINDSAY SIMONE FNP-CCCE-CHAIR	VICE-PRESIDE	N/A	Officer Director	$0	$0	$0
LISA BROYLES MD CFMP M	DIRECTOR	N/A	Director	$0	$0	$0
NICOLE DINEZZA DC NTP M	DIRECTOR	N/A	Director	$0	$0	$0
AIMEE DUFFY MD	PRESIDENT	N/A	Director	$0	$0	$0
ERIC CHANDLEY PA-C DC P	DIRECTOR	N/A	Director	$0	$0	$0
CARRIE OLINSKI PA-C	DIRECTOR	N/A	Director	$0	$0	$0
CYNTHIA PHILLIPS PA-C	TREASURER	N/A	Officer Director	$0	$0	$0
KIMBERLY PACE	DIRECTOR	N/A	Director	$0	$0	$0
JJ SKYLER MA	EXECUTIVE DI	N/A	Officer	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	$236,341	$220,819	$112,742	$15,522

NORTH CAROLINA INTEGRATIVE MEDICAL SOCIETY LTD