MECKLENBURG COUNTY MEDICAL SOCIETY

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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

Formation Year

1987

Legal Domicile

Principal Officer

SANDRA BUCHANAN

Phone

7043763688

Tax Period

2021-01-01 to 2021-12-31

MECKLENBURG COUNTY MEDICAL SOCIETY, founded in 1987, is a small nonprofit in the Mutual Benefit sector that reported $430K in total revenue in fiscal year 2021. Expenses of $392K left a modest 9% surplus.

Mission

TO UNITE, SERVE AND REPRESENT OUR MEMBERS AS ADVOCATES FOR OUR PATIENTS, FOR THE HEALTH OF THE COMMUNITY AND FOR THE PROFESSION OF MEDICINE.

Program Service Accomplishments

Program 1

PROJECTS, MEETINGS AND SEMINARS DEALING WITH MEDICAL COMMUNITY ISSUES.

Program 2

PRINTING OF MONTHLY MAGAZINE AND MEMBERSHIP DIRECTORY.

Program 3

MEMBER SERVICES

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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 (2021)

Revenue Breakdown

Contributions & Grants $166,555

Program Service Revenue $209,251

Investment Income $4,509

Other Revenue $50,061

TOTAL REVENUE $430,376

Expense Breakdown

Grants Paid $0

Salaries & Benefits $235,108

Fundraising Expenses $0

Other Expenses $157,380

TOTAL EXPENSES $392,488

Year-over-Year Comparison

	2021	2020	Change
Revenue	$430,376	$422,621	+0.0%
Expenses	$392,488	$422,314	-0.1%
Net Income	$37,888	$307	+122.4%

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

Volunteers

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
KATE E LONG MD	PRESIDENT	0.10	Officer Director	$0	$0	$0
TBD	PRESIDENT ELECT	0.10	Officer Director	$0	$0	$0
SCOTT M PAVIOL MD	SECRETARY/TREASURER	0.10	Officer Director	$0	$0	$0
BABAK MOKARI DO	IMMEDIATE PAST PRESIDENT	0.10	Officer Director	$0	$0	$0
ANTHONY J CAPRIO MD	DIRECTOR	0.10	Director	$0	$0	$0
MARC R CARRUTH MD	DIRECTOR	0.10	Director	$0	$0	$0
ZACHARY J CAPPELLO MD	DIRECTOR	0.10	Director	$0	$0	$0
JANE S HARRELL MD	DIRECTOR	0.10	Director	$0	$0	$0
KRISTINE M CRIMMINS MD	DIRECTOR	0.10	Director	$0	$0	$0
FREEMAN R JACKSON JR MD	DIRECTOR	0.10	Director	$0	$0	$0
M FAISON KNOX MD	DIRECTOR	0.10	Director	$0	$0	$0
LACEY E KAVANAGH PA-C	DIRECTOR	0.10	Director	$0	$0	$0
MAWUSE K GBEGNON MD	DIRECTOR	0.10	Director	$0	$0	$0
JAMES MULLER DO	DIRECTOR	0.10	Director	$0	$0	$0
KATHERINE K LI MD	DIRECTOR	0.10	Director	$0	$0	$0
SANDRA D BUCHANAN	EXEC DIRECTOR	N/A	Director Highest	$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
2021	$430,376	$392,488	$228,324	$37,888
2020	$422,621	$422,314	$277,988	$307
2019	$420,371	$433,751	$312,806	$-13,380
2018	$366,578	$450,784	$149,033	$-84,206