NORTH CAROLINA MEDICAL SOCIETY ALL… - Form 990 Financial Data

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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

1985

Legal Domicile

Principal Officer

GINA BECHERER

Phone

9197875181

Tax Period

2020-06-01 to 2021-05-31

NORTH CAROLINA MEDICAL SOCIETY ALLIANCE, founded in 1985, is a micro nonprofit that reported $43K in total revenue in fiscal year 2020. Revenue decreased 8% compared to the prior year. The organization ran a surplus of $7K, a strong 16% operating margin.

Mission

ADVANCEMENT OF MEDICINE AND HEALTH EDUCATION

Program Service Accomplishments

Program 1

Expenses: $12,312

PROVIDING MEMBERSHIP AND OTHER PERSONS WITH PERTINENT MEDICAL AND HEALTH EDUCATION INFORMATION.

Program 2

Expenses: $1,650

MEDICAL SCHOLARSHIPS FOR STUDENTS ENROLLED IN NORTH CAROLINA COLLEGES AND UNIVERSITIES AND AWARDS TO ORGANIZATIONS TO ASSIST IN THE ADVANCEMENT OF HEALTH EDUCATION.

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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 (2020)

Revenue Breakdown

Contributions & Grants $13,422

Program Service Revenue $0

Investment Income $29,957

Other Revenue $0

TOTAL REVENUE $43,379

Expense Breakdown

Grants Paid $1,650

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $13,962

Other Expenses $34,726

TOTAL EXPENSES $36,376

Year-over-Year Comparison

	2020	2019	Change
Revenue	$43,379	$47,332	-0.1%
Expenses	$36,376	$39,873	-0.1%
Net Income	$7,003	$7,459	-0.1%

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
GINA BECHERER	PRESIDENT	N/A	Officer Director	$0	$0	$0
CATHY INGRAM	DIRECTOR	N/A	Director	$0	$0	$0
K KEENER	DIRECTOR	N/A	Director	$0	$0	$0
BARBARA LUPTON	TREASURER	N/A	Officer Director	$0	$0	$0
DEBORAH HARRELL MEEHAN	DIRECTOR	N/A	Director	$0	$0	$0
MEETI NIGAM	PRESIDENT EL	N/A	Officer Director	$0	$0	$0
SANDRA PAGANO	DIRECTOR	N/A	Director	$0	$0	$0
BARBARA SAVAGE	PAST PRESIDE	N/A	Officer Director	$0	$0	$0
KIRBY SHERIDAN	VICE PRESIDE	N/A	Officer Director	$0	$0	$0
MARY TRUSLOW	DIRECTOR	N/A	Director	$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	No data	No data	No data	No data
2021	$43,379	$36,376	$405,486	$7,003
2020	$47,332	$39,873	$337,117	$7,459

NORTH CAROLINA MEDICAL SOCIETY ALLIANCE